| IVV iShares Core S&P 500 ETF | 24.41% | 132,781 | $82.4M | Add +1.4% |
| MSFT Microsoft Corp. | 4.98% | 33,818 | $16.8M | Add +3.3% |
| AAPL Apple Inc. | 2.98% | 49,132 | $10.1M | Reduce -0.5% |
| NVDA Nvidia Corp. | 2.45% | 52,342 | $8.3M | Reduce -14.1% |
| JHMM John Hancock Multi Fact Mid | 2.28% | 126,051 | $7.7M | Reduce -0.0% |
| PGR Progressive Corp. | 1.96% | 24,850 | $6.6M | Add +6.4% |
| LLY Eli Lilly & Co. | 1.75% | 7,574 | $5.9M | Add +2.6% |
| ABBV Abbvie Inc. | 1.49% | 27,113 | $5.0M | Add +3.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.34% | 4,356 | $4.5M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 1.26% | 14,627 | $4.2M | Add +10.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 7,558 | $4.2M | Add +22.9% |
| ADP Automatic Data Processing | 1.22% | 13,369 | $4.1M | Add +5.6% |
| TXN Texas Instruments Inc. | 1.15% | 18,776 | $3.9M | Add +8.7% |
| PG The Procter & Gamble Co. | 1.14% | 24,234 | $3.9M | Add +4.2% |
| CSCO Cisco Systems Inc. | 1.05% | 50,890 | $3.5M | Add +4.2% |
| HD Home Depot Inc. | 0.99% | 9,150 | $3.4M | Add +8.1% |
| ABT Abbott Laboratories | 0.99% | 24,517 | $3.3M | Add +9.4% |
| AMGN Amgen Inc. | 0.96% | 11,663 | $3.3M | Add +41.6% |
| AMZN Amazon.com Inc. | 0.94% | 14,456 | $3.2M | Reduce -22.0% |
| XOM Exxon Mobil Corp. | 0.92% | 28,841 | $3.1M | Add +26.8% |
| LMT Lockheed Martin Corp. | 0.91% | 6,642 | $3.1M | Add +8.5% |
| KO The Coca-Cola Co. | 0.89% | 42,317 | $3.0M | Add +5.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.88% | 23,944 | $3.0M | Add +1.8% |
| BX Blackstone Inc. | 0.86% | 19,445 | $2.9M | Add +7.8% |
| ACN Accenture PLC Class A | 0.84% | 9,530 | $2.8M | Add +8.3% |
| FAST Fastenal Co. | 0.77% | 61,779 | $2.6M | Add +7.2% |
| WMT Walmart Inc. | 0.72% | 24,879 | $2.4M | Add +8.5% |
| CAT Caterpillar Inc. | 0.71% | 6,212 | $2.4M | Add +27.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.71% | 50,972 | $2.4M | Add +7.8% |
| GOOG Alphabet Inc. Class C | 0.70% | 13,382 | $2.4M | Reduce -2.1% |
| OKE Oneok Inc. | 0.69% | 28,636 | $2.3M | Add +10.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 4,734 | $2.3M | Reduce -0.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.67% | 31,350 | $2.3M | New |
| NEE Nextera Energy Inc. | 0.66% | 32,129 | $2.2M | Add +10.8% |
| DGX Quest Diagnostics Inc. | 0.65% | 12,289 | $2.2M | Add +6.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 17,721 | $2.2M | Add +4.9% |
| DLR Digital Realty Trust Inc. | 0.65% | 12,501 | $2.2M | Add +10.3% |
| VLO Valero Energy Corp. | 0.63% | 15,712 | $2.1M | Add +11.6% |
| ENB Enbridge Inc. | 0.62% | 45,990 | $2.1M | Add +6.4% |
| V Visa Inc. Class A | 0.62% | 5,864 | $2.1M | Add +9.0% |
| ARCC Ares Capital Corp. | 0.61% | 94,470 | $2.1M | Add +8.2% |
| LRCX Lam Research Corp. | 0.61% | 21,276 | $2.1M | Add +2.9% |
| INTU Intuit Inc. | 0.61% | 2,627 | $2.1M | Add +11.5% |
| EGP Eastgroup Properties Inc. | 0.60% | 12,060 | $2.0M | No change |
| CRM Salesforce Inc. | 0.57% | 7,068 | $1.9M | Add +2.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.55% | 8,170 | $1.9M | Add +0.7% |
| PANW Palo Alto Networks Inc. | 0.51% | 8,351 | $1.7M | Add +22.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.51% | 5,334 | $1.7M | Add +8.3% |
| TFC Truist Financial Corp. | 0.49% | 38,156 | $1.6M | Add +16.0% |
| SYY Sysco Corp. | 0.48% | 21,333 | $1.6M | Add +14.1% |
| COST Costco Wholesale Corp. | 0.48% | 1,630 | $1.6M | Add +10.9% |
| RTX RTX Corp. | 0.48% | 11,000 | $1.6M | Add +12.5% |
| BMY Bristol-Myers Squibb Co. | 0.47% | 34,261 | $1.6M | Add +11.7% |
| BIPC Brookfield Infrastructure-A | 0.47% | 37,976 | $1.6M | Add +16.0% |
| PFE Pfizer Inc. | 0.46% | 64,219 | $1.6M | Add +11.7% |
| GRMN Garmin Ltd. | 0.46% | 7,391 | $1.5M | Add +8.0% |
| LHX L3HARRIS Technologies Inc. | 0.43% | 5,854 | $1.5M | Add +6.9% |
| HON Honeywell International Inc. | 0.42% | 6,143 | $1.4M | Add +37.0% |
| DE Deere & Co. | 0.42% | 2,794 | $1.4M | Add +1.9% |
| IWM iShares Russell 2000 ETF | 0.42% | 6,511 | $1.4M | Reduce -18.5% |
| PKW Invesco Buyback Achievers Et | 0.40% | 10,947 | $1.4M | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 0.40% | 6,018 | $1.3M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 2,144 | $1.3M | Add +133.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.39% | 63,773 | $1.3M | Reduce -14.7% |
| JPIE JPMorgan Income ETF | 0.37% | 26,751 | $1.2M | Add +14.0% |
| BDX Becton Dickinson and Co. | 0.34% | 6,753 | $1.2M | Add +17.6% |
| TMUS T-Mobile US Inc. | 0.34% | 4,876 | $1.2M | Add +2.0% |
| TSLA Tesla Inc. | 0.34% | 3,609 | $1.1M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 2,752 | $1.1M | Add +4.6% |
| BSX Boston Scientific Corp. | 0.32% | 10,171 | $1.1M | Add +21.2% |
| FISV Fiserv Inc. | 0.32% | 6,220 | $1.1M | Reduce -8.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.31% | 14,882 | $1.1M | No change |
| PYPL PayPal Holdings Inc. | 0.28% | 12,692 | $943K | Add +0.4% |
| EW Edwards Lifesciences Corp. | 0.28% | 11,907 | $931K | Add +3.4% |
| MPWR Monolithic Power Systems Inc. | 0.27% | 1,254 | $917K | Add +4.4% |
| PLD Prologis Inc. | 0.27% | 8,703 | $915K | Reduce -5.2% |
| NXPI NXP Semiconductors NV | 0.27% | 4,147 | $906K | Add +4.8% |
| AXP American Express Co. | 0.27% | 2,823 | $900K | Add +115.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 15,916 | $877K | Reduce -0.0% |
| PRU Prudential Financial Inc. | 0.26% | 8,051 | $865K | Add +4.2% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 6,458 | $861K | No change |
| TRMK Trustmark Corp. | 0.25% | 23,400 | $853K | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.25% | 2,693 | $840K | Reduce -9.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 1,912 | $838K | No change |
| ORCL Oracle Corp. | 0.25% | 3,819 | $835K | Reduce -13.3% |
| AVGO Broadcom Inc. | 0.25% | 3,013 | $831K | Add +13.4% |
| GOOGL Alphabet Inc. Class A | 0.24% | 4,674 | $824K | Add +16.5% |
| GS Goldman Sachs Group Inc. | 0.24% | 1,159 | $820K | No change |
| MDY State Street SPDR S&P Midcap | 0.24% | 1,414 | $801K | No change |
| VSLU Applied Finance Valuat ETF | 0.23% | 20,180 | $790K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 13,914 | $734K | Reduce -1.9% |
| DHR Danaher Corp. | 0.21% | 3,575 | $706K | Add +6.2% |
| MCD McDonald's Corp. | 0.20% | 2,297 | $671K | Reduce -1.5% |
| IWD iShares Russell 1000 Value E | 0.19% | 3,363 | $653K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.19% | 14,830 | $632K | New |
| NFLX Netflix Inc. | 0.19% | 470 | $629K | Reduce -12.3% |
| COP Conocophillips | 0.19% | 6,984 | $627K | Add +13.1% |
| IQLT iShares MSCI International Q | 0.18% | 14,283 | $617K | Add +136.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 1,341 | $597K | Reduce -1.1% |
| MS Morgan Stanley | 0.18% | 4,231 | $596K | Reduce -4.5% |
| LULU Lululemon Athletica Inc. | 0.17% | 2,479 | $589K | Add +8.2% |
| C Citigroup Inc. | 0.17% | 6,776 | $577K | Add +657.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.16% | 28,179 | $554K | Add +96.8% |
| SO The Southern Co. | 0.16% | 6,008 | $552K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 1,056 | $538K | Add +5457.9% |
| MA Mastercard Inc. Class A | 0.16% | 953 | $536K | Reduce -13.1% |
| RF Regions Financial Corp. | 0.15% | 21,752 | $512K | Reduce -6.0% |
| MLI Mueller Industries Inc. | 0.15% | 6,365 | $506K | Add +15.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.15% | 25,167 | $491K | Add +53.2% |
| EQIX Equinix Inc. | 0.14% | 615 | $489K | No change |
| MRK Merck & Co. Inc. | 0.14% | 6,031 | $477K | Reduce -3.1% |
| NSC Norfolk Southern Corp. | 0.14% | 1,840 | $471K | Reduce -2.5% |
| MPC Marathon Petroleum Corp. | 0.14% | 2,833 | $471K | Reduce -0.7% |
| ZTS Zoetis Inc. | 0.14% | 2,976 | $464K | Reduce -12.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 5,551 | $460K | No change |
| JNJ Johnson & Johnson | 0.14% | 3,001 | $458K | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,033 | $439K | Reduce -8.3% |
| ITW Illinois Tool Works | 0.13% | 1,762 | $436K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,347 | $409K | Add +30.4% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 4,437 | $408K | No change |
| PM Philip Morris International | 0.12% | 2,206 | $402K | Reduce -9.0% |
| LYV Live Nation Entertainment Inc. | 0.12% | 2,610 | $395K | No change |
| CB Chubb Ltd. | 0.11% | 1,289 | $373K | Add +49.7% |
| CI The Cigna Group | 0.11% | 1,106 | $366K | Reduce -0.5% |
| PEP Pepsico Inc. | 0.10% | 2,604 | $344K | Reduce -0.3% |
| GDDY GoDaddy Inc. Class A | 0.10% | 1,858 | $335K | No change |
| RNST Renasant Corp. | 0.10% | 9,223 | $331K | No change |
| CVX Chevron Corp. | 0.09% | 2,224 | $318K | Reduce -6.2% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 2,315 | $316K | Reduce -30.8% |
| META Meta Platforms Inc. Class A | 0.09% | 422 | $311K | Add +0.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 5,692 | $310K | Add +17.8% |
| CPNG Coupang Inc. | 0.09% | 10,238 | $307K | No change |
| EFA iShares MSCI Eafe ETF | 0.09% | 3,244 | $290K | Reduce -13.3% |
| NKE Nike Inc. Class B | 0.08% | 4,021 | $286K | Add +699.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.08% | 2,927 | $275K | No change |
| ETN Eaton Corp. PLC | 0.08% | 747 | $267K | Reduce -0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 928 | $264K | No change |
| RDVY First Trust Rising Dividend | 0.08% | 4,183 | $262K | Add +10.3% |
| PNC PNC Financial Services Group | 0.08% | 1,400 | $261K | Add +27900.0% |
| RPG Invesco S&P 500 Pure Growth | 0.08% | 5,565 | $255K | No change |
| VZ Verizon Communications Inc. | 0.07% | 5,855 | $253K | Reduce -2.9% |
| BKAG BNY Mellon Core Bond ETF | 0.07% | 5,848 | $247K | Add +2.9% |
| ALL Allstate Corp. | 0.07% | 1,210 | $244K | Reduce -8.8% |
| VOO Vanguard S&P 500 ETF | 0.07% | 404 | $229K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,201 | $218K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.06% | 2,348 | $217K | No change |
| SCHW Schwab (charles) Corp. | 0.06% | 2,234 | $204K | Reduce -1.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.06% | 6,000 | $203K | Add +1083.4% |
| WSO Watsco Inc. | 0.06% | 458 | $202K | No change |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.06% | 6,400 | $202K | New |
| CSX CSX Corp. | 0.06% | 6,130 | $200K | No change |
| PDP Invesco Dorsey Wright Moment | 0.06% | 1,832 | $199K | No change |
| ATO Atmos Energy Corp. | 0.06% | 1,257 | $194K | No change |
| VEEV Veeva Systems Inc. Class A | 0.06% | 669 | $193K | No change |
| ROL Rollins Inc. | 0.06% | 3,315 | $187K | No change |
| DVY iShares Select Dividend ETF | 0.05% | 1,388 | $184K | No change |
| ADM Archer-Daniels-Midland Co. | 0.05% | 3,492 | $184K | No change |
| IWB iShares Russell 1000 ETF | 0.05% | 536 | $182K | Add +1.5% |
| FROG Jfrog Ltd. | 0.05% | 4,137 | $182K | No change |
| J Jacobs Solutions Inc. | 0.05% | 1,372 | $180K | Add +181.7% |
| VRRM Verra Mobility Corp. | 0.05% | 7,053 | $179K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 405 | $178K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,008 | $178K | No change |
| DON Wisdomtree US Midcap Dividen | 0.05% | 3,534 | $177K | No change |
| GLD SPDR Gold Shares | 0.05% | 570 | $174K | No change |
| EME Emcor Group Inc. | 0.05% | 324 | $173K | Add +350.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 574 | $169K | No change |
| IWO iShares Russell 2000 Growth | 0.05% | 570 | $163K | No change |
| AM Antero Midstream Corp. | 0.05% | 8,546 | $162K | No change |
| TYL Tyler Technologies Inc. | 0.05% | 271 | $161K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.05% | 7,786 | $160K | Add +1630.2% |
| SNA Snap-on Inc. | 0.05% | 511 | $159K | No change |
| LIN Linde PLC | 0.05% | 332 | $156K | No change |
| SYK Stryker Corp. | 0.05% | 389 | $154K | Add +425.7% |
| MRVL Marvell Technology Inc. | 0.05% | 1,967 | $152K | Reduce -4.7% |
| UNP Union Pacific Corp. | 0.04% | 650 | $150K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.04% | 1,752 | $141K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 1,572 | $131K | No change |
| MSI Motorola Solutions Inc. | 0.04% | 308 | $130K | No change |
| QNST Quinstreet Inc. | 0.04% | 7,868 | $127K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 2,620 | $124K | Reduce -1.4% |
| XLI SS Industrial Select Sector | 0.04% | 838 | $124K | Add +21.8% |
| PDT John Hancock Prem DVD FND | 0.03% | 8,900 | $117K | No change |
| POOL Pool Corp. | 0.03% | 400 | $117K | No change |
| MDLZ Mondelez International Inc. Class A | 0.03% | 1,693 | $114K | Reduce -16.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 1,400 | $111K | No change |
| XLK SS Technology Select Sector | 0.03% | 427 | $108K | Add +122.4% |
| UPS United Parcel Service Class B | 0.03% | 1,055 | $106K | Reduce -7.3% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 765 | $104K | No change |
| EHC Encompass Health Corp. | 0.03% | 844 | $104K | No change |
| ET Energy Transfer LP | 0.03% | 5,671 | $103K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 530 | $103K | No change |
| MET Metlife Inc. | 0.03% | 1,252 | $101K | No change |
| SHW The Sherwin-Williams Co. | 0.03% | 293 | $101K | Reduce -14.6% |
| SLV iShares Silver Trust | 0.03% | 3,063 | $100K | No change |
| CCI Crown Castle Inc. | 0.03% | 944 | $97K | New |
| IJH iShares Core S&P Midcap ETF | 0.03% | 1,532 | $95K | No change |
| SBR Sabine Royalty Trust | 0.03% | 1,400 | $93K | No change |
| AMAT Applied Materials Inc. | 0.03% | 509 | $93K | Add +5555.6% |
| BKNG Booking Holdings Inc. | 0.03% | 16 | $93K | Add +23.1% |
| PFF iShares Preferred & Income S | 0.03% | 3,000 | $92K | No change |
| COF Capital One Financial Corp. | 0.03% | 397 | $84K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.02% | 1,051 | $84K | No change |
| ISRG Intuitive Surgical Inc. | 0.02% | 153 | $83K | Add +131.8% |
| PAVE Global X US Infrastructure | 0.02% | 1,880 | $82K | No change |
| MU Micron Technology Inc. | 0.02% | 648 | $80K | Reduce -2.3% |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.02% | 5,560 | $77K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 275 | $77K | No change |
| T AT&T Inc. | 0.02% | 2,599 | $75K | Reduce -12.8% |
| EQH Equitable Holdings Inc. | 0.02% | 1,335 | $75K | New |
| IJR iShares Core S&P Small-Cap E | 0.02% | 678 | $74K | Reduce -37.1% |
| GILD Gilead Sciences Inc. | 0.02% | 650 | $72K | Add +333.3% |
| ALLE Allegion PLC | 0.02% | 500 | $72K | Reduce -28.1% |
| IDXX Idexx Laboratories Inc. | 0.02% | 132 | $71K | No change |
| GIS General Mills Inc. | 0.02% | 1,353 | $70K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 736 | $69K | Reduce -7.0% |
| VRSN Verisign Inc. | 0.02% | 238 | $69K | No change |
| KKR KKR & Co. Inc. | 0.02% | 440 | $59K | Reduce -26.3% |
| EOG EOG Resources Inc. | 0.02% | 488 | $58K | No change |
| DUK Duke Energy Corp. | 0.02% | 494 | $58K | No change |
| VNQ Vanguard Real Estate ETF | 0.02% | 640 | $57K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 411 | $55K | No change |
| TT Trane Technologies PLC | 0.02% | 123 | $54K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.02% | 300 | $52K | No change |
| ETR Entergy Corp. | 0.02% | 620 | $52K | Reduce -31.7% |
| AYI Acuity Inc. | 0.01% | 169 | $50K | Reduce -10.6% |
| FETH Fidelity Ethereum Fund | 0.01% | 1,998 | $50K | Add +39.7% |
| RMD Resmed Inc. | 0.01% | 192 | $50K | No change |
| QCOM Qualcomm Inc. | 0.01% | 306 | $49K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.01% | 2,550 | $48K | New |
| XLC SS Comm Select Sector SPDR | 0.01% | 435 | $47K | No change |
| OGE Oge Energy Corp. | 0.01% | 1,062 | $47K | No change |
| ICE Intercontinental Exchange Inc. | 0.01% | 254 | $47K | Reduce -5.9% |
| CNP Centerpoint Energy Inc. | 0.01% | 1,265 | $46K | Reduce -5.2% |
| VGT Vanguard Info Tech ETF | 0.01% | 70 | $46K | No change |
| FTC First Trust Large Cap Growth | 0.01% | 305 | $46K | New |
| CL Colgate-Palmolive Co. | 0.01% | 501 | $46K | No change |
| SRE Sempra | 0.01% | 600 | $45K | No change |
| SLF Sun Life Financial Inc. | 0.01% | 681 | $45K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 244 | $45K | No change |
| AMD Advanced Micro Devices | 0.01% | 314 | $45K | No change |
| CEG Constellation Energy | 0.01% | 136 | $44K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 5,000 | $44K | No change |
| AIG American International Group | 0.01% | 500 | $43K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 483 | $42K | No change |
| BA The Boeing Co. | 0.01% | 198 | $41K | Reduce -18.5% |
| FTV Fortive Corp. | 0.01% | 790 | $41K | Reduce -3.9% |
| PAYX Paychex Inc. | 0.01% | 280 | $41K | No change |
| WFC Wells Fargo & Co. | 0.01% | 500 | $40K | Reduce -51.4% |
| ANET Arista Networks Inc. | 0.01% | 389 | $40K | Reduce -32.0% |
| O Realty Income Corp. | 0.01% | 684 | $39K | No change |
| IVW iShares S&P 500 Growth ETF | 0.01% | 355 | $39K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 172 | $39K | No change |
| FTCS First Trust Capital Strength | 0.01% | 429 | $39K | No change |
| DECK Deckers Outdoor Corp. | 0.01% | 378 | $39K | No change |
| CUZ Cousins Properties Inc. | 0.01% | 1,269 | $38K | No change |
| SPGI S&P Global Inc. | 0.01% | 71 | $37K | Reduce -4.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 3,398 | $37K | No change |
| XLF SS Financial Select Sector | 0.01% | 683 | $36K | Add +722.9% |
| HPS John Hancock Prefer Inc. III | 0.01% | 2,505 | $36K | No change |
| AFL Aflac Inc. | 0.01% | 333 | $35K | No change |
| FITB Fifth Third Bancorp | 0.01% | 837 | $34K | Add +53.0% |
| GD General Dynamics Corp. | 0.01% | 117 | $34K | Reduce -7.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 1,165 | $34K | No change |
| PFG Principal Financial Group | 0.01% | 422 | $34K | No change |
| FNX First Trust Mid Cap Core Alp | 0.01% | 290 | $33K | No change |
| XEL Xcel Energy Inc. | 0.01% | 483 | $33K | No change |
| IEF iShares 7-10 Year Treasury B | 0.01% | 335 | $32K | No change |
| CCOI Cogent Communications Holdin | 0.01% | 662 | $32K | No change |
| STZ Constellation Brands Inc. Class A | 0.01% | 190 | $31K | Reduce -3.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 246 | $30K | No change |
| DFAC Dimensional US Core Equity 2 | 0.01% | 836 | $30K | New |
| IYM iShares U.S. Basic Materials | 0.01% | 214 | $30K | No change |
| CMS CMS Energy Corp. | 0.01% | 430 | $30K | No change |
| CLX Clorox Company | 0.01% | 245 | $29K | No change |
| VLTO Veralto Corp. | 0.01% | 286 | $29K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 208 | $29K | No change |
| IAU iShares Gold Trust | 0.01% | 456 | $28K | No change |
| K Kellanova | 0.01% | 351 | $28K | No change |
| WINN Harbor Long-Term Growers ETF | 0.01% | 946 | $28K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 289 | $28K | No change |
| XLV SS Health Care Select Sector | 0.01% | 203 | $27K | Add +625.0% |
| HQL Abrdn Life Sciences Investor | 0.01% | 2,134 | $27K | No change |
| TSCO Tractor Supply Company | 0.01% | 500 | $26K | No change |
| HACK Amplify Cybersecurity ETF | 0.01% | 303 | $26K | New |
| GDX Vaneck Gold Miners ETF | 0.01% | 496 | $26K | No change |
| CVS CVS Health Corp. | 0.01% | 374 | $26K | Reduce -9.7% |
| PHR Phreesia Inc. | 0.01% | 903 | $26K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 340 | $26K | New |
| FENI Fidelity Enhanced Intl ETF | 0.01% | 766 | $25K | No change |
| FFOG Franklin Focused Dynamic Gro | 0.01% | 570 | $25K | No change |
| CMI Cummins Inc. | 0.01% | 75 | $25K | Reduce -51.0% |
| AEP American Electric Power | 0.01% | 236 | $24K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 124 | $24K | Reduce -20.0% |
| CTAS Cintas Corp. | 0.01% | 108 | $24K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 1,057 | $24K | No change |
| SNAP Snap Inc. Class A | 0.01% | 2,647 | $23K | Add +18.3% |
| VHT Vanguard Health Care ETF | 0.01% | 91 | $23K | No change |
| HIMX Himax Technologies Inc.-ADR | 0.01% | 2,500 | $22K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 446 | $22K | No change |
| LAMR Lamar Advertising Co. Class A | 0.01% | 177 | $21K | No change |
| BF.B Brown-Forman Corp. Class B | 0.01% | 798 | $21K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 233 | $21K | No change |
| PEG Public Service Enterprise GP | 0.01% | 250 | $21K | No change |
| NMCO Nuveen Municipal Credit Opp | 0.01% | 1,960 | $21K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.01% | 865 | $20K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 25 | $20K | No change |
| FDX FedEx Corp. | 0.01% | 85 | $19K | No change |
| PPG PPG Industries Inc. | 0.01% | 169 | $19K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.01% | 200 | $18K | No change |
| MDT Medtronic PLC | 0.01% | 209 | $18K | Reduce -20.8% |
| GOVT iShares US Treasury Bond ETF | 0.01% | 785 | $18K | No change |
| EXC Exelon Corp. | 0.01% | 410 | $18K | No change |
| PH Parker Hannifin Corp. | 0.01% | 25 | $17K | New |
| SBUX Starbucks Corp. | 0.01% | 188 | $17K | Reduce -78.7% |
| APH Amphenol Corp. Class A | 0.01% | 172 | $17K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 203 | $17K | No change |
| DOCS Doximity Inc. Class A | 0.00% | 268 | $16K | No change |
| INTC Intel Corp. | 0.00% | 732 | $16K | Reduce -39.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 569 | $16K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 451 | $16K | No change |
| CADE Cadence Bank | 0.00% | 500 | $16K | No change |
| FSS Federal Signal Corp. | 0.00% | 150 | $16K | No change |
| SHEL Shell PLC-ADR | 0.00% | 226 | $16K | Reduce -65.9% |
| DTE DTE Energy Company | 0.00% | 120 | $16K | No change |
| KMX Carmax Inc. | 0.00% | 235 | $16K | Reduce -74.5% |
| CWI State Street SPDR MSCI Acwi | 0.00% | 468 | $15K | No change |
| D Dominion Energy Inc. | 0.00% | 268 | $15K | No change |
| ES Eversource Energy | 0.00% | 232 | $15K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 52 | $15K | No change |
| DOW Dow Inc. | 0.00% | 545 | $14K | No change |
| TGT Target Corp. | 0.00% | 146 | $14K | Reduce -50.3% |
| NOW ServiceNow Inc. | 0.00% | 14 | $14K | Reduce -83.5% |
| PPLT Abrdn Physical Platinum SHRS | 0.00% | 115 | $14K | No change |
| USIG iShares Broad Usd Investment | 0.00% | 274 | $14K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 225 | $14K | No change |
| ADSK Autodesk Inc. | 0.00% | 43 | $13K | No change |
| NUE Nucor Corp. | 0.00% | 100 | $13K | No change |
| JBL Jabil Inc. | 0.00% | 59 | $13K | No change |
| CTRE Caretrust REIT Inc. | 0.00% | 393 | $12K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 310 | $12K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 300 | $12K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 71 | $12K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 192 | $12K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 37 | $11K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 478 | $11K | Add +20.1% |
| MNST Monster Beverage Corp. | 0.00% | 180 | $11K | Reduce -11.8% |
| VGIT Vanguard Intermediate-Term T | 0.00% | 180 | $11K | No change |
| MO Altria Group Inc. | 0.00% | 183 | $11K | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.00% | 93 | $10K | No change |
| SHOP Shopify Inc. Class A | 0.00% | 90 | $10K | Reduce -88.7% |
| USB US Bancorp | 0.00% | 227 | $10K | Reduce -13.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 112 | $10K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 25 | $10K | No change |
| BSCU Invesco Bulletshares 2030 CB | 0.00% | 605 | $10K | No change |
| NNVC Nanoviricides Inc. | 0.00% | 7,000 | $10K | No change |
| UL Unilever PLC | 0.00% | 160 | $10K | No change |
| ECL Ecolab Inc. | 0.00% | 35 | $9K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 42 | $9K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 358 | $9K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 108 | $9K | No change |
| BTI British American Tob-SP ADR | 0.00% | 186 | $9K | No change |
| CODI Compass Diversified Holdings | 0.00% | 1,380 | $9K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 40 | $8K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 79 | $8K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 80 | $8K | No change |
| FFIV F5 Inc. | 0.00% | 25 | $7K | No change |
| MMM 3M Co. | 0.00% | 47 | $7K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.00% | 17 | $7K | No change |
| IETC iShares U.S. Tech Independen | 0.00% | 71 | $7K | No change |
| DTM DT Midstream Inc. | 0.00% | 60 | $7K | No change |
| ED Consolidated Edison Inc. | 0.00% | 63 | $6K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 82 | $6K | No change |
| ACWV iShares MSCI Global Min Vol | 0.00% | 52 | $6K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 91 | $6K | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 94 | $6K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 69 | $6K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 43 | $6K | No change |
| GPC Genuine Parts Co. | 0.00% | 45 | $5K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 60 | $5K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 40 | $5K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 120 | $5K | Reduce -10.4% |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 43 | $5K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 25 | $5K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 91 | $5K | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 100 | $5K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.00% | 110 | $5K | No change |
| BAX Baxter International Inc. | 0.00% | 151 | $5K | No change |
| FMS Fresenius Medical Care-ADR | 0.00% | 154 | $4K | No change |
| BLK BlackRock Inc. | 0.00% | 4 | $4K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 36 | $4K | No change |
| ARM Arm Holdings PLC-ADR | 0.00% | 25 | $4K | No change |
| IVT Inventrust Properties Corp. | 0.00% | 146 | $4K | No change |
| AMT American Tower Corp. | 0.00% | 18 | $4K | No change |
| SYM Symbotic Inc. | 0.00% | 100 | $4K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 130 | $4K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 39 | $4K | No change |
| KTB Kontoor Brands Inc. | 0.00% | 57 | $4K | No change |
| WM Waste Management Inc. | 0.00% | 16 | $4K | Reduce -46.7% |
| BLDR Builders Firstsource Inc. | 0.00% | 30 | $4K | Reduce -49.1% |
| XLB SS Materials Select Sector | 0.00% | 38 | $3K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 23 | $3K | Reduce -86.3% |
| OXY Occidental Petroleum Corp. | 0.00% | 72 | $3K | No change |
| LYB Lyondellbasell Indu Class A | 0.00% | 50 | $3K | Reduce -58.3% |
| CAG Conagra Brands Inc. | 0.00% | 141 | $3K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.00% | 38 | $3K | No change |
| VRSK Verisk Analytics Inc. | 0.00% | 8 | $2K | No change |
| SPOT Spotify Technology SA | 0.00% | 3 | $2K | No change |
| LNT Alliant Energy Corp. | 0.00% | 38 | $2K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 119 | $2K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 7 | $2K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 10 | $2K | Reduce -37.5% |
| VFC VF Corp. | 0.00% | 185 | $2K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 120 | $2K | No change |
| LEG Leggett & Platt Inc. | 0.00% | 240 | $2K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 4 | $2K | Reduce -50.0% |
| SNPS Synopsys Inc. | 0.00% | 4 | $2K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 29 | $2K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 14 | $2K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 3 | $2K | No change |
| MCO Moody's Corp. | 0.00% | 3 | $2K | No change |
| RSG Republic Services Inc. | 0.00% | 6 | $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 |
| MAR Marriott International Class A | 0.00% | 5 | $1K | No change |
| FTSM First Trust Enh Short Mat FD | 0.00% | 21 | $1K | No change |
| IT Gartner Inc. | 0.00% | 3 | $1K | Reduce -93.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 21 | $1K | No change |
| PHM Pultegroup Inc. | 0.00% | 11 | $1K | No change |
| CYH Community Health Systems Inc. | 0.00% | 340 | $1K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.00% | 28 | $1K | No change |
| UBER Uber Technologies Inc. | 0.00% | 11 | $1K | Reduce -82.5% |
| LCID Lucid Group Inc. | 0.00% | 465 | $981 | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 7 | $899 | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 4 | $745 | No change |
| OGN Organon & Co. | 0.00% | 20 | $194 | Reduce -66.1% |
| EFOI Energy Focus Inc. | 0.00% | 45 | $110 | No change |
| BTBT Bit Digital Inc. | 0.00% | 42 | $92 | No change |
| MRNA Moderna Inc. | 0.00% | 3 | $83 | No change |
| NIO Nio Inc. - ADR | 0.00% | 10 | $34 | No change |