| IVV iShares Core S&P 500 ETF | 24.54% | 130,899 | $73.6M | Add +1.3% |
| MSFT Microsoft Corp. | 4.10% | 32,754 | $12.3M | Reduce -0.4% |
| AAPL Apple Inc. | 3.66% | 49,375 | $11.0M | Reduce -2.0% |
| JHMM John Hancock Multi Fact Mid | 2.41% | 126,087 | $7.2M | Add +3.6% |
| PGR Progressive Corp. | 2.21% | 23,360 | $6.6M | Reduce -4.1% |
| NVDA Nvidia Corp. | 2.20% | 60,895 | $6.6M | Reduce -10.1% |
| LLY Eli Lilly & Co. | 2.04% | 7,385 | $6.1M | Reduce -3.1% |
| ABBV Abbvie Inc. | 1.84% | 26,258 | $5.5M | Add +0.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.37% | 4,146 | $4.1M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 1.32% | 23,262 | $4.0M | Add +1.8% |
| ADP Automatic Data Processing | 1.29% | 12,656 | $3.9M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 1.18% | 18,532 | $3.5M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 1.08% | 13,197 | $3.2M | Add +3.3% |
| TXN Texas Instruments Inc. | 1.04% | 17,280 | $3.1M | Reduce -0.3% |
| HD Home Depot Inc. | 1.04% | 8,465 | $3.1M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 1.01% | 48,854 | $3.0M | Add +1.6% |
| ABT Abbott Laboratories | 0.99% | 22,410 | $3.0M | Add +9.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.96% | 6,152 | $2.9M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.96% | 40,278 | $2.9M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.96% | 23,524 | $2.9M | Reduce -9.5% |
| ACN Accenture PLC Class A | 0.92% | 8,802 | $2.7M | Add +4.9% |
| LMT Lockheed Martin Corp. | 0.91% | 6,122 | $2.7M | Add +2.9% |
| XOM Exxon Mobil Corp. | 0.90% | 22,740 | $2.7M | Add +7.1% |
| AMGN Amgen Inc. | 0.86% | 8,238 | $2.6M | Add +3.2% |
| OKE Oneok Inc. | 0.86% | 25,859 | $2.6M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 4,775 | $2.5M | Add +1.3% |
| BX Blackstone Inc. | 0.84% | 18,044 | $2.5M | Add +1.9% |
| FAST Fastenal Co. | 0.75% | 28,806 | $2.2M | Add +7.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.74% | 47,274 | $2.2M | Add +20.3% |
| GOOG Alphabet Inc. Class C | 0.71% | 13,667 | $2.1M | Add +6.8% |
| EGP Eastgroup Properties Inc. | 0.71% | 12,060 | $2.1M | Add +3.4% |
| NEE Nextera Energy Inc. | 0.69% | 29,006 | $2.1M | Add +10.3% |
| WMT Walmart Inc. | 0.67% | 22,932 | $2.0M | Reduce -0.3% |
| DGX Quest Diagnostics Inc. | 0.65% | 11,536 | $2.0M | Add +9.0% |
| ARCC Ares Capital Corp. | 0.65% | 87,289 | $1.9M | Add +8.9% |
| ENB Enbridge Inc. | 0.64% | 43,241 | $1.9M | Add +8.4% |
| V Visa Inc. Class A | 0.63% | 5,380 | $1.9M | Add +2.5% |
| BMY Bristol-Myers Squibb Co. | 0.62% | 30,676 | $1.9M | Add +12.1% |
| VLO Valero Energy Corp. | 0.62% | 14,078 | $1.9M | Add +7.0% |
| CRM Salesforce Inc. | 0.62% | 6,910 | $1.9M | Add +2.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.57% | 4,925 | $1.7M | Reduce -6.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 16,895 | $1.7M | Add +19.2% |
| DLR Digital Realty Trust Inc. | 0.54% | 11,339 | $1.6M | Add +11.3% |
| CAT Caterpillar Inc. | 0.54% | 4,887 | $1.6M | Add +1.5% |
| IWM iShares Russell 2000 ETF | 0.53% | 7,988 | $1.6M | Add +3.5% |
| UNH Unitedhealth Group Inc. | 0.52% | 2,980 | $1.6M | Add +3.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.52% | 74,781 | $1.5M | Reduce -4.6% |
| LRCX Lam Research Corp. | 0.50% | 20,684 | $1.5M | Add +0.4% |
| FISV Fiserv Inc. | 0.50% | 6,803 | $1.5M | Reduce -3.8% |
| GRMN Garmin Ltd. | 0.50% | 6,847 | $1.5M | Reduce -8.9% |
| PFE Pfizer Inc. | 0.49% | 57,471 | $1.5M | Add +17.6% |
| INTU Intuit Inc. | 0.48% | 2,357 | $1.4M | Add +2329.9% |
| SYY Sysco Corp. | 0.47% | 18,698 | $1.4M | Add +5.9% |
| LOW Lowe's Cos Inc. | 0.47% | 5,978 | $1.4M | Add +5.8% |
| COST Costco Wholesale Corp. | 0.46% | 1,470 | $1.4M | Reduce -0.5% |
| TFC Truist Financial Corp. | 0.45% | 32,888 | $1.4M | Add +19.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.45% | 8,117 | $1.3M | Add +6.2% |
| BDX Becton Dickinson and Co. | 0.44% | 5,744 | $1.3M | Add +2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 2,631 | $1.3M | Add +5.3% |
| RTX RTX Corp. | 0.43% | 9,780 | $1.3M | Add +4.7% |
| DE Deere & Co. | 0.43% | 2,743 | $1.3M | Add +3.1% |
| TMUS T-Mobile US Inc. | 0.43% | 4,781 | $1.3M | Add +0.9% |
| PKW Invesco Buyback Achievers Et | 0.42% | 11,290 | $1.3M | Reduce -7.3% |
| BIPC Brookfield Infrastructure-A | 0.40% | 32,743 | $1.2M | Add +24.3% |
| PANW Palo Alto Networks Inc. | 0.39% | 6,802 | $1.2M | Add +3.4% |
| LHX L3HARRIS Technologies Inc. | 0.38% | 5,475 | $1.1M | Reduce -11.1% |
| JPIE JPMorgan Income ETF | 0.36% | 23,464 | $1.1M | Add +43.3% |
| PLD Prologis Inc. | 0.34% | 9,178 | $1.0M | Reduce -10.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.33% | 14,882 | $987K | No change |
| HON Honeywell International Inc. | 0.32% | 4,485 | $950K | Add +1.9% |
| TSLA Tesla Inc. | 0.32% | 3,647 | $945K | Reduce -22.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.29% | 15,921 | $872K | Reduce -1.9% |
| PRU Prudential Financial Inc. | 0.29% | 7,724 | $863K | Add +4.1% |
| BSX Boston Scientific Corp. | 0.28% | 8,395 | $847K | Add +1.9% |
| EW Edwards Lifesciences Corp. | 0.28% | 11,516 | $835K | Add +1.0% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 6,458 | $833K | No change |
| PYPL PayPal Holdings Inc. | 0.28% | 12,640 | $825K | Add +7.0% |
| TRMK Trustmark Corp. | 0.27% | 23,800 | $821K | No change |
| MDY State Street SPDR S&P Midcap | 0.25% | 1,414 | $754K | No change |
| NXPI NXP Semiconductors NV | 0.25% | 3,958 | $752K | Add +0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 14,184 | $743K | Add +5.8% |
| MCD McDonald's Corp. | 0.24% | 2,331 | $728K | Reduce -2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 1,912 | $709K | Reduce -5.4% |
| MPWR Monolithic Power Systems Inc. | 0.23% | 1,201 | $697K | Add +0.5% |
| DHR Danaher Corp. | 0.23% | 3,368 | $690K | Reduce -0.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 1,356 | $657K | Reduce -1.7% |
| LULU Lululemon Athletica Inc. | 0.22% | 2,292 | $649K | Reduce -14.5% |
| COP Conocophillips | 0.22% | 6,174 | $648K | Add +0.7% |
| GS Goldman Sachs Group Inc. | 0.21% | 1,159 | $633K | Reduce -0.4% |
| IWD iShares Russell 1000 Value E | 0.21% | 3,363 | $633K | No change |
| GOOGL Alphabet Inc. Class A | 0.21% | 4,012 | $620K | Add +12.5% |
| ORCL Oracle Corp. | 0.21% | 4,406 | $616K | Add +17.2% |
| MA Mastercard Inc. Class A | 0.20% | 1,097 | $601K | Add +15.1% |
| ZTS Zoetis Inc. | 0.19% | 3,414 | $562K | Add +8.0% |
| MRK Merck & Co. Inc. | 0.19% | 6,222 | $558K | Add +3.1% |
| SO The Southern Co. | 0.18% | 6,008 | $552K | Add +0.5% |
| MS Morgan Stanley | 0.17% | 4,429 | $517K | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 919 | $514K | Add +2.3% |
| RF Regions Financial Corp. | 0.17% | 23,148 | $503K | No change |
| EQIX Equinix Inc. | 0.17% | 615 | $501K | No change |
| NFLX Netflix Inc. | 0.17% | 536 | $500K | Add +18.9% |
| JNJ Johnson & Johnson | 0.17% | 3,010 | $499K | Add +11.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 5,551 | $459K | Add +163.6% |
| NSC Norfolk Southern Corp. | 0.15% | 1,887 | $447K | Add +0.8% |
| AVGO Broadcom Inc. | 0.15% | 2,658 | $445K | Reduce -0.8% |
| ITW Illinois Tool Works | 0.15% | 1,762 | $437K | No change |
| MLI Mueller Industries Inc. | 0.14% | 5,531 | $421K | Add +22.3% |
| MPC Marathon Petroleum Corp. | 0.14% | 2,852 | $416K | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.14% | 1,127 | $407K | Reduce -5.4% |
| CVX Chevron Corp. | 0.13% | 2,372 | $397K | Reduce -4.8% |
| PEP Pepsico Inc. | 0.13% | 2,613 | $392K | Reduce -61.7% |
| PM Philip Morris International | 0.13% | 2,424 | $385K | Reduce -3.8% |
| IWR iShares Russell Mid-Cap ETF | 0.13% | 4,437 | $377K | Add +8.3% |
| CI The Cigna Group | 0.12% | 1,111 | $366K | Reduce -7.5% |
| AXP American Express Co. | 0.12% | 1,311 | $353K | Add +6.8% |
| LYV Live Nation Entertainment Inc. | 0.11% | 2,610 | $341K | No change |
| GDDY GoDaddy Inc. Class A | 0.11% | 1,858 | $335K | Reduce -6.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.11% | 16,425 | $320K | New |
| RNST Renasant Corp. | 0.10% | 9,223 | $313K | Reduce -17.3% |
| EFA iShares MSCI Eafe ETF | 0.10% | 3,744 | $306K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,033 | $284K | Reduce -6.4% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 3,345 | $282K | Reduce -35.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.09% | 14,320 | $281K | New |
| ALL Allstate Corp. | 0.09% | 1,327 | $275K | Add +2.7% |
| VZ Verizon Communications Inc. | 0.09% | 6,027 | $273K | Reduce -4.7% |
| CB Chubb Ltd. | 0.09% | 861 | $260K | Reduce -25.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 4,834 | $250K | Add +419.8% |
| META Meta Platforms Inc. Class A | 0.08% | 421 | $243K | Add +18.6% |
| BKAG BNY Mellon Core Bond ETF | 0.08% | 5,686 | $240K | Add +17.0% |
| IQLT iShares MSCI International Q | 0.08% | 6,029 | $239K | Add +29.1% |
| WSO Watsco Inc. | 0.08% | 458 | $233K | Reduce -6.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 928 | $227K | No change |
| CPNG Coupang Inc. | 0.07% | 10,238 | $225K | No change |
| RDVY First Trust Rising Dividend | 0.07% | 3,792 | $222K | Reduce -5.5% |
| RPG Invesco S&P 500 Pure Growth | 0.07% | 5,565 | $213K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.07% | 2,348 | $213K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 2,927 | $211K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 1,201 | $208K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 404 | $208K | Add +93.3% |
| ETN Eaton Corp. PLC | 0.07% | 753 | $205K | Reduce -1.9% |
| ATO Atmos Energy Corp. | 0.06% | 1,257 | $194K | No change |
| DVY iShares Select Dividend ETF | 0.06% | 1,388 | $186K | No change |
| PDP Invesco Dorsey Wright Moment | 0.06% | 1,832 | $183K | No change |
| CSX CSX Corp. | 0.06% | 6,130 | $180K | No change |
| ROL Rollins Inc. | 0.06% | 3,315 | $179K | Reduce -7.8% |
| SCHW Schwab (charles) Corp. | 0.06% | 2,260 | $177K | Add +1.2% |
| DON Wisdomtree US Midcap Dividen | 0.06% | 3,534 | $175K | Reduce -3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,008 | $174K | No change |
| SNA Snap-on Inc. | 0.06% | 511 | $172K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 405 | $170K | No change |
| ADM Archer-Daniels-Midland Co. | 0.06% | 3,492 | $168K | No change |
| GLD SPDR Gold Shares | 0.05% | 570 | $164K | No change |
| IWB iShares Russell 1000 ETF | 0.05% | 528 | $162K | Reduce -11.4% |
| VRRM Verra Mobility Corp. | 0.05% | 7,053 | $159K | Reduce -7.2% |
| TYL Tyler Technologies Inc. | 0.05% | 271 | $158K | Reduce -8.1% |
| VEEV Veeva Systems Inc. Class A | 0.05% | 669 | $155K | Reduce -8.6% |
| LIN Linde PLC | 0.05% | 332 | $155K | No change |
| AM Antero Midstream Corp. | 0.05% | 8,546 | $154K | No change |
| UNP Union Pacific Corp. | 0.05% | 650 | $154K | No change |
| IWO iShares Russell 2000 Growth | 0.05% | 570 | $146K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 574 | $143K | Reduce -0.5% |
| QNST Quinstreet Inc. | 0.05% | 7,868 | $140K | Reduce -8.3% |
| PR Permian Resources Corp. Class A | 0.05% | 10,000 | $139K | New |
| MDLZ Mondelez International Inc. Class A | 0.05% | 2,016 | $137K | Reduce -79.5% |
| MSI Motorola Solutions Inc. | 0.04% | 308 | $135K | Reduce -9.9% |
| FROG Jfrog Ltd. | 0.04% | 4,137 | $132K | Reduce -7.4% |
| POOL Pool Corp. | 0.04% | 400 | $127K | Reduce -6.5% |
| MRVL Marvell Technology Inc. | 0.04% | 2,063 | $127K | Reduce -11.8% |
| UPS United Parcel Service Class B | 0.04% | 1,138 | $125K | Reduce -82.6% |
| IMCG iShares Morningstar Mid-Cap | 0.04% | 1,752 | $125K | No change |
| SHW The Sherwin-Williams Co. | 0.04% | 343 | $120K | Reduce -2.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 1,572 | $119K | Add +186.3% |
| PDT John Hancock Prem DVD FND | 0.04% | 8,900 | $116K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 1,078 | $113K | Add +115.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 2,656 | $111K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 1,400 | $111K | No change |
| ET Energy Transfer LP | 0.04% | 5,671 | $105K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 765 | $104K | No change |
| MET Metlife Inc. | 0.03% | 1,252 | $101K | No change |
| SLV iShares Silver Trust | 0.03% | 3,063 | $95K | Add +39.4% |
| SBR Sabine Royalty Trust | 0.03% | 1,400 | $95K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 530 | $95K | No change |
| PFF iShares Preferred & Income S | 0.03% | 3,000 | $92K | No change |
| ALLE Allegion PLC | 0.03% | 695 | $91K | Add +39.0% |
| XLI SS Industrial Select Sector | 0.03% | 688 | $90K | Add +26.7% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 1,532 | $89K | Add +233.8% |
| SBUX Starbucks Corp. | 0.03% | 882 | $87K | Add +297.3% |
| EHC Encompass Health Corp. | 0.03% | 844 | $85K | Reduce -9.8% |
| T AT&T Inc. | 0.03% | 2,979 | $84K | No change |
| GIS General Mills Inc. | 0.03% | 1,353 | $81K | No change |
| ETR Entergy Corp. | 0.03% | 908 | $78K | Add +46.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 1,051 | $77K | No change |
| SHOP Shopify Inc. Class A | 0.03% | 799 | $76K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 791 | $74K | Reduce -2.7% |
| WFC Wells Fargo & Co. | 0.02% | 1,028 | $74K | Add +105.6% |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.02% | 5,560 | $73K | No change |
| KMX Carmax Inc. | 0.02% | 923 | $72K | Reduce -11.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 275 | $71K | No change |
| PAVE Global X US Infrastructure | 0.02% | 1,880 | $71K | No change |
| KKR KKR & Co. Inc. | 0.02% | 597 | $69K | Add +35.7% |
| NOW ServiceNow Inc. | 0.02% | 85 | $68K | Add +507.1% |
| FHN First Horizon Corp. | 0.02% | 3,457 | $67K | No change |
| DFS Discover Financial Services | 0.02% | 390 | $67K | No change |
| C Citigroup Inc. | 0.02% | 895 | $64K | No change |
| ADBE Adobe Inc. | 0.02% | 164 | $63K | Add +8100.0% |
| EOG EOG Resources Inc. | 0.02% | 488 | $63K | Reduce -38.5% |
| VRSN Verisign Inc. | 0.02% | 238 | $60K | No change |
| DUK Duke Energy Corp. | 0.02% | 494 | $60K | No change |
| FTV Fortive Corp. | 0.02% | 822 | $60K | Add +4.0% |
| BKNG Booking Holdings Inc. | 0.02% | 13 | $60K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 1,212 | $59K | No change |
| J Jacobs Solutions Inc. | 0.02% | 487 | $59K | Reduce -9.5% |
| VNQ Vanguard Real Estate ETF | 0.02% | 640 | $58K | Reduce -12.1% |
| MU Micron Technology Inc. | 0.02% | 663 | $58K | No change |
| IDXX Idexx Laboratories Inc. | 0.02% | 132 | $55K | Reduce -9.6% |
| TM Toyota Motor Corp. -Spon ADR | 0.02% | 300 | $53K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 411 | $51K | No change |
| AYI Acuity Inc. | 0.02% | 189 | $50K | Reduce -20.3% |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 635 | $50K | No change |
| OGE Oge Energy Corp. | 0.02% | 1,062 | $49K | No change |
| SHEL Shell PLC-ADR | 0.02% | 663 | $49K | Add +193.4% |
| CNP Centerpoint Energy Inc. | 0.02% | 1,334 | $48K | Add +5.5% |
| CMI Cummins Inc. | 0.02% | 153 | $48K | Add +104.0% |
| QCOM Qualcomm Inc. | 0.02% | 306 | $47K | No change |
| CL Colgate-Palmolive Co. | 0.02% | 501 | $47K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 270 | $47K | No change |
| ANET Arista Networks Inc. | 0.01% | 572 | $44K | No change |
| AIG American International Group | 0.01% | 500 | $43K | No change |
| ABNB Airbnb Inc. Class A | 0.01% | 363 | $43K | New |
| PAYX Paychex Inc. | 0.01% | 280 | $43K | No change |
| RMD Resmed Inc. | 0.01% | 192 | $43K | No change |
| SRE Sempra | 0.01% | 600 | $43K | No change |
| DECK Deckers Outdoor Corp. | 0.01% | 378 | $42K | Reduce -6.0% |
| XLC SS Comm Select Sector SPDR | 0.01% | 435 | $42K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 244 | $42K | Add +58.4% |
| BA The Boeing Co. | 0.01% | 243 | $41K | Add +22.7% |
| TT Trane Technologies PLC | 0.01% | 123 | $41K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 5,000 | $41K | No change |
| CCOI Cogent Communications Holdin | 0.01% | 662 | $41K | Reduce -19.1% |
| WDAY Workday Inc. Class A | 0.01% | 171 | $40K | New |
| O Realty Income Corp. | 0.01% | 684 | $40K | No change |
| XLK SS Technology Select Sector | 0.01% | 192 | $40K | No change |
| SLF Sun Life Financial Inc. | 0.01% | 681 | $39K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 483 | $39K | Add +323.7% |
| FTCS First Trust Capital Strength | 0.01% | 429 | $38K | Add +145.1% |
| VGT Vanguard Info Tech ETF | 0.01% | 70 | $38K | Add +169.2% |
| SPGI S&P Global Inc. | 0.01% | 74 | $38K | Reduce -8.6% |
| HPS John Hancock Prefer Inc. III | 0.01% | 2,505 | $38K | No change |
| CUZ Cousins Properties Inc. | 0.01% | 1,269 | $37K | Reduce -72.6% |
| AFL Aflac Inc. | 0.01% | 333 | $37K | No change |
| CLX Clorox Company | 0.01% | 245 | $36K | No change |
| STZ Constellation Brands Inc. Class A | 0.01% | 196 | $36K | Reduce -92.3% |
| PFG Principal Financial Group | 0.01% | 422 | $36K | No change |
| EMR Emerson Electric Co. | 0.01% | 319 | $35K | Reduce -2.1% |
| GD General Dynamics Corp. | 0.01% | 126 | $34K | Reduce -4.5% |
| XEL Xcel Energy Inc. | 0.01% | 483 | $34K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 3,398 | $34K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 1,165 | $34K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 172 | $33K | New |
| ITOT iShares Core S&P Total U.S. | 0.01% | 272 | $33K | No change |
| IVW iShares S&P 500 Growth ETF | 0.01% | 355 | $33K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 66 | $33K | Add +24.5% |
| CMS CMS Energy Corp. | 0.01% | 430 | $32K | No change |
| AMD Advanced Micro Devices | 0.01% | 314 | $32K | Reduce -2.8% |
| IEF iShares 7-10 Year Treasury B | 0.01% | 335 | $32K | No change |
| NKE Nike Inc. Class B | 0.01% | 503 | $32K | Add +11.5% |
| EXE Expand Energy Corp. | 0.01% | 286 | $32K | New |
| FNX First Trust Mid Cap Core Alp | 0.01% | 290 | $32K | New |
| TGT Target Corp. | 0.01% | 294 | $31K | Reduce -82.2% |
| IVE iShares S&P 500 Value ETF | 0.01% | 155 | $30K | Add +25.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 246 | $29K | No change |
| K Kellanova | 0.01% | 351 | $29K | No change |
| IYM iShares U.S. Basic Materials | 0.01% | 214 | $29K | No change |
| CVS CVS Health Corp. | 0.01% | 414 | $28K | No change |
| VLTO Veralto Corp. | 0.01% | 286 | $28K | No change |
| TSCO Tractor Supply Company | 0.01% | 500 | $28K | Reduce -42.2% |
| SYK Stryker Corp. | 0.01% | 74 | $28K | Reduce -19.6% |
| CEG Constellation Energy | 0.01% | 136 | $27K | No change |
| INTC Intel Corp. | 0.01% | 1,204 | $27K | Reduce -14.3% |
| BF.B Brown-Forman Corp. Class B | 0.01% | 798 | $27K | No change |
| HQL Abrdn Life Sciences Investor | 0.01% | 2,134 | $27K | No change |
| IAU iShares Gold Trust | 0.01% | 456 | $27K | New |
| FANG Diamondback Energy Inc. | 0.01% | 168 | $27K | New |
| EME Emcor Group Inc. | 0.01% | 72 | $27K | Add +200.0% |
| FETH Fidelity Ethereum Fund | 0.01% | 1,430 | $26K | Add +52.8% |
| AEP American Electric Power | 0.01% | 236 | $26K | Reduce -6.7% |
| CODI Compass Diversified Holdings | 0.01% | 1,380 | $26K | Reduce -26.2% |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 208 | $24K | No change |
| VHT Vanguard Health Care ETF | 0.01% | 91 | $24K | No change |
| RL Ralph Lauren Corp. | 0.01% | 108 | $24K | New |
| MDT Medtronic PLC | 0.01% | 264 | $24K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 1,057 | $24K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 289 | $23K | No change |
| WINN Harbor Long-Term Growers ETF | 0.01% | 946 | $23K | New |
| PHR Phreesia Inc. | 0.01% | 903 | $23K | Reduce -33.1% |
| GDX Vaneck Gold Miners ETF | 0.01% | 496 | $23K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.01% | 766 | $23K | No change |
| CRH CRH PLC | 0.01% | 253 | $22K | New |
| CTAS Cintas Corp. | 0.01% | 108 | $22K | No change |
| FITB Fifth Third Bancorp | 0.01% | 547 | $21K | Reduce -21.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 507 | $21K | Add +1928.0% |
| NMCO Nuveen Municipal Credit Opp | 0.01% | 1,960 | $21K | No change |
| FDX FedEx Corp. | 0.01% | 85 | $21K | Reduce -92.2% |
| PEG Public Service Enterprise GP | 0.01% | 250 | $21K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.01% | 865 | $20K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 446 | $20K | No change |
| LAMR Lamar Advertising Co. Class A | 0.01% | 177 | $20K | No change |
| FFOG Franklin Focused Dynamic Gro | 0.01% | 570 | $20K | New |
| IT Gartner Inc. | 0.01% | 47 | $20K | Add +1466.7% |
| SNX TD Synnex Corp. | 0.01% | 189 | $20K | New |
| SNAP Snap Inc. Class A | 0.01% | 2,238 | $19K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 233 | $19K | No change |
| DOW Dow Inc. | 0.01% | 545 | $19K | Reduce -72.8% |
| EXC Exelon Corp. | 0.01% | 410 | $19K | No change |
| STLD Steel Dynamics Inc. | 0.01% | 151 | $19K | New |
| FE Firstenergy Corp. | 0.01% | 464 | $19K | New |
| PPG PPG Industries Inc. | 0.01% | 169 | $18K | No change |
| HIMX Himax Technologies Inc.-ADR | 0.01% | 2,500 | $18K | No change |
| GOVT iShares US Treasury Bond ETF | 0.01% | 785 | $18K | Reduce -9.0% |
| BBY Best Buy Co. Inc. | 0.01% | 232 | $17K | New |
| GILD Gilead Sciences Inc. | 0.01% | 150 | $17K | Reduce -18.9% |
| CMCSA Comcast Corp. Class A | 0.01% | 451 | $17K | Reduce -15.1% |
| DTE DTE Energy Company | 0.01% | 120 | $17K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 25 | $17K | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.01% | 569 | $16K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.01% | 200 | $16K | No change |
| DOCS Doximity Inc. Class A | 0.01% | 268 | $16K | No change |
| NTAP Netapp Inc. | 0.01% | 173 | $15K | New |
| CADE Cadence Bank | 0.01% | 500 | $15K | No change |
| D Dominion Energy Inc. | 0.01% | 268 | $15K | Reduce -43.6% |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 203 | $15K | No change |
| ES Eversource Energy | 0.00% | 232 | $14K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 146 | $14K | Reduce -81.5% |
| USIG iShares Broad Usd Investment | 0.00% | 274 | $14K | No change |
| CWI State Street SPDR MSCI Acwi | 0.00% | 468 | $14K | No change |
| MBB iShares MBS ETF | 0.00% | 145 | $14K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 112 | $13K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 225 | $12K | No change |
| NUE Nucor Corp. | 0.00% | 100 | $12K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 310 | $12K | No change |
| MNST Monster Beverage Corp. | 0.00% | 204 | $12K | Add +750.0% |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 754 | $12K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 71 | $11K | No change |
| APH Amphenol Corp. Class A | 0.00% | 172 | $11K | No change |
| ADSK Autodesk Inc. | 0.00% | 43 | $11K | New |
| CTRE Caretrust REIT Inc. | 0.00% | 393 | $11K | No change |
| FSS Federal Signal Corp. | 0.00% | 150 | $11K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 192 | $11K | No change |
| USB US Bancorp | 0.00% | 261 | $11K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 52 | $11K | Add +225.0% |
| MO Altria Group Inc. | 0.00% | 183 | $11K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 300 | $11K | New |
| VGIT Vanguard Intermediate-Term T | 0.00% | 180 | $11K | No change |
| PPLT Abrdn Physical Platinum SHRS | 0.00% | 115 | $11K | New |
| CTRA Coterra Energy Inc. | 0.00% | 358 | $10K | No change |
| BSCU Invesco Bulletshares 2030 CB | 0.00% | 605 | $10K | No change |
| UL Unilever PLC | 0.00% | 160 | $10K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 37 | $9K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 132 | $9K | Reduce -51.1% |
| BSCS Invesco Bulletshares 2028 CB | 0.00% | 450 | $9K | No change |
| ECL Ecolab Inc. | 0.00% | 35 | $9K | Reduce -28.6% |
| CHD Church & Dwight Co. Inc. | 0.00% | 80 | $9K | Reduce -9.1% |
| IR Ingersoll-Rand Inc. | 0.00% | 108 | $9K | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.00% | 93 | $9K | New |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 25 | $8K | New |
| LYB Lyondellbasell Indu Class A | 0.00% | 120 | $8K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 42 | $8K | Add +82.6% |
| NNVC Nanoviricides Inc. | 0.00% | 7,000 | $8K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 79 | $8K | No change |
| JBL Jabil Inc. | 0.00% | 59 | $8K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 40 | $8K | No change |
| BTI British American Tob-SP ADR | 0.00% | 186 | $8K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 64 | $8K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 59 | $7K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 398 | $7K | Reduce -14.2% |
| ED Consolidated Edison Inc. | 0.00% | 63 | $7K | No change |
| WM Waste Management Inc. | 0.00% | 30 | $7K | No change |
| MMM 3M Co. | 0.00% | 47 | $7K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 82 | $7K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 19 | $7K | Add +90.0% |
| FFIV F5 Inc. | 0.00% | 25 | $7K | New |
| KMB Kimberly-Clark Corp. | 0.00% | 43 | $6K | No change |
| ACWV iShares MSCI Global Min Vol | 0.00% | 52 | $6K | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 94 | $6K | No change |
| DTM DT Midstream Inc. | 0.00% | 60 | $6K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 91 | $5K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 267 | $5K | Reduce -9.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 69 | $5K | No change |
| GPC Genuine Parts Co. | 0.00% | 45 | $5K | No change |
| IWC iShares Micro-Cap ETF | 0.00% | 48 | $5K | New |
| IETC iShares U.S. Tech Independen | 0.00% | 71 | $5K | New |
| BHF Brighthouse Financial Inc. | 0.00% | 91 | $5K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 43 | $5K | New |
| BAX Baxter International Inc. | 0.00% | 151 | $5K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 8 | $5K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 40 | $5K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 11 | $5K | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.00% | 17 | $5K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 43 | $5K | New |
| FDL First Trust Morn DVD Lead Inc. | 0.00% | 110 | $5K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 36 | $5K | New |
| UBER Uber Technologies Inc. | 0.00% | 63 | $5K | Add +472.7% |
| NDAQ Nasdaq Inc. | 0.00% | 60 | $5K | Reduce -6.3% |
| COR Cencora Inc. | 0.00% | 16 | $4K | New |
| IVT Inventrust Properties Corp. | 0.00% | 146 | $4K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 134 | $4K | No change |
| XLF SS Financial Select Sector | 0.00% | 83 | $4K | No change |
| XLV SS Health Care Select Sector | 0.00% | 28 | $4K | No change |
| AMT American Tower Corp. | 0.00% | 18 | $4K | Reduce -35.7% |
| MRSH Marsh & McLennan Cos | 0.00% | 16 | $4K | No change |
| FMS Fresenius Medical Care-ADR | 0.00% | 154 | $4K | No change |
| AZO AutoZone Inc. | 0.00% | 1 | $4K | New |
| BLK BlackRock Inc. | 0.00% | 4 | $4K | Reduce -50.0% |
| CAG Conagra Brands Inc. | 0.00% | 141 | $4K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 130 | $4K | No change |
| KTB Kontoor Brands Inc. | 0.00% | 57 | $4K | No change |
| FIS Fidelity National Info Serv | 0.00% | 48 | $4K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 39 | $4K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 72 | $4K | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 100 | $3K | New |
| MCK McKesson Corp. | 0.00% | 5 | $3K | New |
| XLB SS Materials Select Sector | 0.00% | 38 | $3K | No change |
| VFC VF Corp. | 0.00% | 185 | $3K | No change |
| MSCI MSCI Inc. | 0.00% | 5 | $3K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 25 | $3K | New |
| ARM Arm Holdings PLC-ADR | 0.00% | 25 | $3K | New |
| FLEX Flex Ltd. | 0.00% | 80 | $3K | New |
| LNT Alliant Energy Corp. | 0.00% | 38 | $2K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 119 | $2K | New |
| VRSK Verisk Analytics Inc. | 0.00% | 8 | $2K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.00% | 38 | $2K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 120 | $2K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 29 | $2K | No change |
| MSM MSC Industrial Direct Co. Class A | 0.00% | 27 | $2K | No change |
| DELL Dell Technologies -C | 0.00% | 23 | $2K | New |
| OMC Omnicom Group | 0.00% | 25 | $2K | No change |
| SYM Symbotic Inc. | 0.00% | 100 | $2K | New |
| LEG Leggett & Platt Inc. | 0.00% | 240 | $2K | No change |
| XYL Xylem Inc. | 0.00% | 15 | $2K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 14 | $2K | No change |
| SNPS Synopsys Inc. | 0.00% | 4 | $2K | No change |
| SPOT Spotify Technology SA | 0.00% | 3 | $2K | No change |
| IVZ Invesco Ltd. | 0.00% | 107 | $2K | No change |
| TEL Te Connectivity PLC | 0.00% | 11 | $2K | No change |
| B Barrick Gold Corp. | 0.00% | 78 | $2K | No change |
| RSG Republic Services Inc. | 0.00% | 6 | $1K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 3 | $1K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 7 | $1K | No change |
| MCO Moody's Corp. | 0.00% | 3 | $1K | No change |
| AMAT Applied Materials Inc. | 0.00% | 9 | $1K | No change |
| FTSM First Trust Enh Short Mat FD | 0.00% | 21 | $1K | No change |
| MAR Marriott International Class A | 0.00% | 5 | $1K | No change |
| TXT Textron Inc. | 0.00% | 16 | $1K | No change |
| PHM Pultegroup Inc. | 0.00% | 11 | $1K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.00% | 28 | $1K | No change |
| LCID Lucid Group Inc. | 0.00% | 465 | $1K | No change |
| CACI Caci International Inc. Class A | 0.00% | 3 | $1K | No change |
| APP AppLovin Corp. Class A | 0.00% | 4 | $1K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 91 | $976 | No change |
| LH Labcorp Holdings Inc. | 0.00% | 4 | $931 | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 21 | $930 | No change |
| CYH Community Health Systems Inc. | 0.00% | 340 | $918 | No change |
| OGN Organon & Co. | 0.00% | 59 | $879 | No change |
| PNC PNC Financial Services Group | 0.00% | 5 | $879 | No change |
| WTFC Wintrust Financial Corp. | 0.00% | 7 | $787 | No change |
| ON On Semiconductor | 0.00% | 15 | $610 | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 4 | $519 | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 7 | $505 | No change |
| PBT Permian Basin Royalty Trust | 0.00% | 12 | $119 | No change |
| ZIMV Zimvie Inc. | 0.00% | 11 | $119 | No change |
| MRNA Moderna Inc. | 0.00% | 3 | $85 | New |
| BTBT Bit Digital Inc. | 0.00% | 42 | $85 | New |
| EFOI Energy Focus Inc. | 0.00% | 45 | $83 | No change |
| NIO Nio Inc. - ADR | 0.00% | 10 | $38 | No change |