| IVV iShares Core S&P 500 ETF | 24.11% | 134,576 | $92.2M | Add +1.0% |
| MSFT Microsoft Corp. | 4.37% | 34,521 | $16.7M | Reduce -6.2% |
| AAPL Apple Inc. | 3.24% | 45,542 | $12.4M | Reduce -5.7% |
| JHMM John Hancock Multi Fact Mid | 2.33% | 135,982 | $8.9M | Add +0.4% |
| NVDA Nvidia Corp. | 2.26% | 46,377 | $8.6M | Reduce -8.4% |
| LLY Eli Lilly & Co. | 2.02% | 7,177 | $7.7M | Reduce -2.6% |
| PGR Progressive Corp. | 1.81% | 30,458 | $6.9M | Add +5.2% |
| ABBV Abbvie Inc. | 1.67% | 27,908 | $6.4M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.30% | 21,561 | $5.0M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 1.16% | 13,763 | $4.4M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 1.15% | 14,026 | $4.4M | Reduce -5.3% |
| GWW WW Grainger Inc. | 1.15% | 4,348 | $4.4M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.13% | 7,029 | $4.3M | Reduce -4.3% |
| AMGN Amgen Inc. | 1.08% | 12,584 | $4.1M | Add +7.9% |
| CSCO Cisco Systems Inc. | 1.02% | 50,672 | $3.9M | Reduce -0.7% |
| V Visa Inc. Class A | 0.96% | 10,500 | $3.7M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.96% | 30,409 | $3.7M | Add +3.3% |
| LRCX Lam Research Corp. | 0.94% | 20,948 | $3.6M | Reduce -0.9% |
| ADP Automatic Data Processing | 0.91% | 13,478 | $3.5M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.90% | 22,396 | $3.4M | Reduce -4.4% |
| TXN Texas Instruments Inc. | 0.83% | 18,380 | $3.2M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.83% | 6,566 | $3.2M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.82% | 21,763 | $3.1M | Reduce -9.6% |
| HD Home Depot Inc. | 0.81% | 8,996 | $3.1M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.81% | 24,619 | $3.1M | Reduce -3.2% |
| KO The Coca-Cola Co. | 0.80% | 43,992 | $3.1M | Add +1.9% |
| BX Blackstone Inc. | 0.79% | 19,610 | $3.0M | Reduce -1.7% |
| FAST Fastenal Co. | 0.71% | 67,293 | $2.7M | Add +1.9% |
| JCPB JPMorgan Core Plus Bond ETF | 0.70% | 56,449 | $2.7M | Add +8.6% |
| CAT Caterpillar Inc. | 0.70% | 4,650 | $2.7M | Reduce -5.0% |
| NEE Nextera Energy Inc. | 0.69% | 32,942 | $2.6M | Add +1.0% |
| VLO Valero Energy Corp. | 0.69% | 16,222 | $2.6M | Add +0.5% |
| WMT Walmart Inc. | 0.69% | 23,696 | $2.6M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 5,150 | $2.6M | Add +8.8% |
| ACN Accenture PLC Class A | 0.67% | 9,599 | $2.6M | Add +1.6% |
| OKE Oneok Inc. | 0.65% | 33,609 | $2.5M | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.64% | 8,029 | $2.4M | Reduce -0.2% |
| ENB Enbridge Inc. | 0.62% | 49,819 | $2.4M | Add +4.1% |
| DGX Quest Diagnostics Inc. | 0.60% | 13,203 | $2.3M | Add +1.1% |
| EGP Eastgroup Properties Inc. | 0.56% | 12,060 | $2.1M | No change |
| CRM Salesforce Inc. | 0.56% | 8,085 | $2.1M | Add +12.1% |
| GOOGL Alphabet Inc. Class A | 0.54% | 6,581 | $2.1M | Add +27.8% |
| DLR Digital Realty Trust Inc. | 0.53% | 13,181 | $2.0M | Add +3.0% |
| RTX RTX Corp. | 0.52% | 10,844 | $2.0M | Add +0.3% |
| INTU Intuit Inc. | 0.52% | 2,978 | $2.0M | Add +13.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 17,141 | $2.0M | Reduce -2.2% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 36,082 | $1.9M | Add +5.8% |
| ARCC Ares Capital Corp. | 0.51% | 95,432 | $1.9M | Reduce -3.0% |
| TFC Truist Financial Corp. | 0.50% | 39,066 | $1.9M | Add +2.1% |
| BIPC Brookfield Infrastructure-A | 0.50% | 41,956 | $1.9M | Add +5.4% |
| LHX L3HARRIS Technologies Inc. | 0.48% | 6,243 | $1.8M | Add +6.6% |
| JPIE JPMorgan Income ETF | 0.46% | 37,999 | $1.8M | Add +12.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.44% | 20,761 | $1.7M | Reduce -17.0% |
| AXP American Express Co. | 0.43% | 4,452 | $1.6M | Add +56.1% |
| TSLA Tesla Inc. | 0.43% | 3,649 | $1.6M | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.42% | 6,511 | $1.6M | No change |
| LOW Lowe's Cos Inc. | 0.42% | 6,579 | $1.6M | Add +5.7% |
| TMO Thermo Fisher Scientific Inc. | 0.41% | 2,729 | $1.6M | Reduce -0.0% |
| PFE Pfizer Inc. | 0.41% | 63,365 | $1.6M | Add +0.1% |
| SYY Sysco Corp. | 0.40% | 20,889 | $1.5M | Reduce -3.1% |
| PANW Palo Alto Networks Inc. | 0.40% | 8,289 | $1.5M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 2,110 | $1.4M | Reduce -0.5% |
| DE Deere & Co. | 0.37% | 3,047 | $1.4M | Add +4.9% |
| MLI Mueller Industries Inc. | 0.37% | 12,284 | $1.4M | Add +15.2% |
| PKW Invesco Buyback Achievers Et | 0.36% | 10,368 | $1.4M | Reduce -0.8% |
| GRMN Garmin Ltd. | 0.36% | 6,751 | $1.4M | Reduce -6.9% |
| COST Costco Wholesale Corp. | 0.34% | 1,528 | $1.3M | Reduce -5.2% |
| IDXX Idexx Laboratories Inc. | 0.34% | 1,935 | $1.3M | Reduce -1.4% |
| BDX Becton Dickinson and Co. | 0.33% | 6,566 | $1.3M | Reduce -14.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.32% | 4,731 | $1.2M | Reduce -9.7% |
| PLD Prologis Inc. | 0.31% | 9,424 | $1.2M | Reduce -1.3% |
| DHR Danaher Corp. | 0.31% | 5,121 | $1.2M | Reduce -8.1% |
| MRK Merck & Co. Inc. | 0.30% | 10,857 | $1.1M | No change |
| MPWR Monolithic Power Systems Inc. | 0.30% | 1,260 | $1.1M | Add +0.6% |
| HON Honeywell International Inc. | 0.29% | 5,771 | $1.1M | Reduce -5.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.29% | 14,882 | $1.1M | No change |
| TMUS T-Mobile US Inc. | 0.29% | 5,430 | $1.1M | Add +5.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 10,289 | $1.1M | Add +3460.2% |
| IQLT iShares MSCI International Q | 0.28% | 23,867 | $1.1M | Add +20.6% |
| C Citigroup Inc. | 0.28% | 9,180 | $1.1M | Add +22.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.27% | 970 | $1.0M | Add +30.9% |
| META Meta Platforms Inc. Class A | 0.27% | 1,555 | $1.0M | Add +193.9% |
| EW Edwards Lifesciences Corp. | 0.26% | 11,795 | $1.0M | Add +0.6% |
| PRU Prudential Financial Inc. | 0.26% | 8,891 | $1.0M | Add +12.3% |
| GS Goldman Sachs Group Inc. | 0.26% | 1,136 | $999K | Reduce -0.4% |
| TRMK Trustmark Corp. | 0.26% | 25,062 | $976K | No change |
| BSX Boston Scientific Corp. | 0.25% | 9,854 | $940K | Add +0.6% |
| AVGO Broadcom Inc. | 0.24% | 2,706 | $937K | Reduce -7.1% |
| VYM Vanguard High DVD Yield ETF | 0.24% | 6,458 | $927K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 1,889 | $922K | No change |
| NXPI NXP Semiconductors NV | 0.24% | 4,156 | $902K | Add +0.7% |
| ADBE Adobe Inc. | 0.23% | 2,561 | $896K | Add +82.9% |
| VSLU Applied Finance Valuat ETF | 0.23% | 20,180 | $893K | No change |
| ALL Allstate Corp. | 0.23% | 4,188 | $872K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.22% | 13,917 | $837K | Reduce -4.1% |
| MDY State Street SPDR S&P Midcap | 0.21% | 1,362 | $822K | Reduce -1.3% |
| ZTS Zoetis Inc. | 0.21% | 6,391 | $804K | Reduce -1.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 1,692 | $793K | Add +43.1% |
| ORCL Oracle Corp. | 0.20% | 3,994 | $778K | No change |
| IWB iShares Russell 1000 ETF | 0.20% | 2,066 | $772K | Add +349.1% |
| SYK Stryker Corp. | 0.19% | 2,013 | $708K | No change |
| IWD iShares Russell 1000 Value E | 0.19% | 3,363 | $707K | Reduce -3.3% |
| MCD McDonald's Corp. | 0.18% | 2,297 | $702K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.18% | 14,830 | $695K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.17% | 12,322 | $652K | Reduce -7.5% |
| ECL Ecolab Inc. | 0.17% | 2,462 | $646K | No change |
| MS Morgan Stanley | 0.16% | 3,526 | $626K | Reduce -16.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.16% | 1,356 | $615K | Add +2.5% |
| RF Regions Financial Corp. | 0.16% | 22,189 | $601K | Reduce -3.1% |
| JNJ Johnson & Johnson | 0.16% | 2,879 | $596K | Reduce -1.2% |
| COP Conocophillips | 0.15% | 6,108 | $572K | Reduce -11.9% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.15% | 12,800 | $565K | No change |
| SO The Southern Co. | 0.15% | 6,426 | $560K | Reduce -2.3% |
| PYPL PayPal Holdings Inc. | 0.14% | 8,949 | $522K | Reduce -28.4% |
| PBR Petroleo Brasileiro-Spon ADR | 0.14% | 44,000 | $521K | New |
| MA Mastercard Inc. Class A | 0.14% | 909 | $519K | Reduce -4.6% |
| NSC Norfolk Southern Corp. | 0.14% | 1,795 | $518K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.13% | 25,306 | $500K | Reduce -6.5% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,033 | $489K | Reduce -4.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.12% | 5,767 | $478K | Add +3.9% |
| WAB Wabtec Corp. | 0.12% | 2,175 | $464K | No change |
| MPC Marathon Petroleum Corp. | 0.12% | 2,833 | $461K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,347 | $452K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 682 | $428K | Add +68.8% |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 4,437 | $427K | No change |
| FISV Fiserv Inc. | 0.11% | 6,220 | $418K | No change |
| IJH iShares Core S&P Midcap ETF | 0.11% | 6,302 | $416K | Add +311.4% |
| J Jacobs Solutions Inc. | 0.11% | 3,098 | $410K | Add +125.8% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 3,413 | $410K | Add +440.0% |
| PEP Pepsico Inc. | 0.10% | 2,722 | $391K | No change |
| LYV Live Nation Entertainment Inc. | 0.10% | 2,610 | $372K | No change |
| NKE Nike Inc. Class B | 0.09% | 5,555 | $354K | Add +40.5% |
| CVX Chevron Corp. | 0.09% | 2,246 | $342K | No change |
| BKAG BNY Mellon Core Bond ETF | 0.09% | 8,040 | $341K | Add +20.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 5,692 | $331K | No change |
| RNST Renasant Corp. | 0.08% | 8,943 | $315K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 3,507 | $314K | Add +123.1% |
| EFA iShares MSCI Eafe ETF | 0.08% | 3,244 | $312K | No change |
| WY Weyerhaeuser Co. | 0.08% | 13,000 | $308K | New |
| PM Philip Morris International | 0.08% | 1,920 | $308K | Reduce -7.7% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 1,712 | $304K | Reduce -8.6% |
| ITW Illinois Tool Works | 0.08% | 1,229 | $303K | Reduce -29.2% |
| SBUX Starbucks Corp. | 0.08% | 3,588 | $302K | No change |
| TYL Tyler Technologies Inc. | 0.08% | 659 | $299K | Reduce -42.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.08% | 2,899 | $297K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,533 | $293K | Add +52.1% |
| PNC PNC Financial Services Group | 0.08% | 1,400 | $292K | No change |
| RDVY First Trust Rising Dividend | 0.08% | 4,183 | $291K | No change |
| WSO Watsco Inc. | 0.07% | 848 | $286K | Reduce -10.1% |
| VZ Verizon Communications Inc. | 0.07% | 6,818 | $278K | Reduce -35.1% |
| MO Altria Group Inc. | 0.07% | 4,787 | $276K | No change |
| GLD SPDR Gold Shares | 0.07% | 678 | $269K | No change |
| EHC Encompass Health Corp. | 0.07% | 2,519 | $267K | Reduce -64.0% |
| RPG Invesco S&P 500 Pure Growth | 0.07% | 5,565 | $260K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.07% | 928 | $259K | No change |
| FROG Jfrog Ltd. | 0.07% | 4,137 | $258K | No change |
| EQIX Equinix Inc. | 0.07% | 337 | $258K | Reduce -21.6% |
| AME Ametek Inc. | 0.07% | 1,240 | $255K | No change |
| CI The Cigna Group | 0.07% | 923 | $254K | Reduce -5.1% |
| CB Chubb Ltd. | 0.07% | 803 | $251K | Reduce -28.7% |
| FTI Technipfmc PLC | 0.06% | 5,420 | $242K | No change |
| CPNG Coupang Inc. | 0.06% | 9,956 | $235K | Reduce -2.8% |
| ETN Eaton Corp. PLC | 0.06% | 735 | $234K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.06% | 6,000 | $230K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,201 | $230K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.06% | 2,348 | $226K | No change |
| SCHW Schwab (charles) Corp. | 0.06% | 2,234 | $223K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.06% | 2,927 | $223K | No change |
| GDDY GoDaddy Inc. Class A | 0.06% | 1,794 | $223K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.06% | 11,300 | $221K | Reduce -35.3% |
| TRV The Travelers Cos Inc. | 0.06% | 750 | $218K | No change |
| PDP Invesco Dorsey Wright Moment | 0.06% | 1,832 | $213K | No change |
| AROC Archrock Inc. | 0.05% | 8,000 | $208K | New |
| EME Emcor Group Inc. | 0.05% | 338 | $207K | No change |
| IEMG iShares Core MSCI Emerging | 0.05% | 2,946 | $198K | Add +817.8% |
| SLV iShares Silver Trust | 0.05% | 3,063 | $197K | No change |
| ADM Archer-Daniels-Midland Co. | 0.05% | 3,404 | $196K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 405 | $195K | No change |
| ROL Rollins Inc. | 0.05% | 3,175 | $191K | No change |
| SNA Snap-on Inc. | 0.05% | 541 | $186K | No change |
| MU Micron Technology Inc. | 0.05% | 648 | $185K | No change |
| IWO iShares Russell 2000 Growth | 0.05% | 570 | $184K | No change |
| DON Wisdomtree US Midcap Dividen | 0.05% | 3,534 | $182K | No change |
| DVY iShares Select Dividend ETF | 0.05% | 1,280 | $181K | Reduce -7.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 574 | $170K | No change |
| MRVL Marvell Technology Inc. | 0.04% | 1,967 | $167K | No change |
| VRRM Verra Mobility Corp. | 0.04% | 7,053 | $158K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.04% | 7,665 | $158K | Reduce -1.6% |
| KMX Carmax Inc. | 0.04% | 4,077 | $158K | No change |
| AM Antero Midstream Corp. | 0.04% | 8,546 | $152K | No change |
| AON Aon PLC Class A | 0.04% | 430 | $152K | No change |
| PHR Phreesia Inc. | 0.04% | 8,880 | $150K | No change |
| IVW iShares S&P 500 Growth ETF | 0.04% | 1,190 | $147K | Add +235.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 577 | $146K | Add +235.5% |
| LULU Lululemon Athletica Inc. | 0.04% | 695 | $144K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 2,620 | $144K | No change |
| UNH Unitedhealth Group Inc. | 0.04% | 432 | $143K | Reduce -42.3% |
| AMAT Applied Materials Inc. | 0.04% | 553 | $142K | No change |
| ATO Atmos Energy Corp. | 0.04% | 842 | $141K | Reduce -29.8% |
| IMCG iShares Morningstar Mid-Cap | 0.04% | 1,752 | $140K | No change |
| UNP Union Pacific Corp. | 0.04% | 600 | $139K | Reduce -7.7% |
| VEEV Veeva Systems Inc. Class A | 0.04% | 611 | $136K | Reduce -10.3% |
| XLI SS Industrial Select Sector | 0.03% | 838 | $130K | No change |
| ISRG Intuitive Surgical Inc. | 0.03% | 219 | $124K | Add +29.6% |
| XLK SS Technology Select Sector | 0.03% | 838 | $121K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 1,340 | $121K | Add +27.5% |
| LIN Linde PLC | 0.03% | 279 | $119K | Reduce -8.2% |
| PDT John Hancock Prem DVD FND | 0.03% | 8,900 | $113K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 1,400 | $112K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 765 | $106K | No change |
| MSI Motorola Solutions Inc. | 0.03% | 271 | $104K | Reduce -12.0% |
| MET Metlife Inc. | 0.03% | 1,252 | $99K | No change |
| CRWV Coreweave Inc. Class A | 0.03% | 1,370 | $98K | No change |
| QNST Quinstreet Inc. | 0.03% | 6,722 | $97K | Reduce -10.5% |
| COF Capital One Financial Corp. | 0.03% | 397 | $96K | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 293 | $95K | No change |
| ET Energy Transfer LP | 0.02% | 5,671 | $94K | No change |
| SBR Sabine Royalty Trust | 0.02% | 1,360 | $93K | No change |
| PFF iShares Preferred & Income S | 0.02% | 3,000 | $93K | No change |
| NFLX Netflix Inc. | 0.02% | 970 | $91K | Reduce -79.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 451 | $91K | No change |
| PAVE Global X US Infrastructure | 0.02% | 1,880 | $90K | No change |
| BKNG Booking Holdings Inc. | 0.02% | 16 | $86K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.02% | 400 | $86K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 286 | $83K | Add +4.0% |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.02% | 5,560 | $80K | No change |
| GILD Gilead Sciences Inc. | 0.02% | 650 | $80K | No change |
| ALLE Allegion PLC | 0.02% | 500 | $80K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 557 | $79K | Add +1292.5% |
| CSX CSX Corp. | 0.02% | 2,043 | $74K | Reduce -66.7% |
| FETH Fidelity Ethereum Fund | 0.02% | 2,421 | $72K | Add +21.2% |
| POOL Pool Corp. | 0.02% | 302 | $69K | Reduce -14.9% |
| SMG Scotts Miracle-Gro Co. | 0.02% | 1,130 | $66K | Reduce -68.9% |
| GIS General Mills Inc. | 0.02% | 1,353 | $63K | No change |
| JFLX JPMorgan Flexible Debt ETF | 0.02% | 1,210 | $61K | New |
| MDLZ Mondelez International Inc. Class A | 0.02% | 1,128 | $61K | Reduce -23.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 630 | $59K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 411 | $58K | No change |
| DUK Duke Energy Corp. | 0.02% | 494 | $58K | No change |
| VRSN Verisign Inc. | 0.02% | 238 | $58K | No change |
| AYI Acuity Inc. | 0.02% | 160 | $58K | Reduce -5.3% |
| APH Amphenol Corp. Class A | 0.02% | 426 | $58K | Add +147.7% |
| ETR Entergy Corp. | 0.01% | 620 | $57K | No change |
| VNQ Vanguard Real Estate ETF | 0.01% | 640 | $57K | No change |
| KKR KKR & Co. Inc. | 0.01% | 440 | $56K | No change |
| AMD Advanced Micro Devices | 0.01% | 258 | $55K | No change |
| SRE Sempra | 0.01% | 600 | $53K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 70 | $53K | No change |
| UPS United Parcel Service Class B | 0.01% | 528 | $52K | Reduce -42.4% |
| QCOM Qualcomm Inc. | 0.01% | 306 | $52K | No change |
| T AT&T Inc. | 0.01% | 2,096 | $52K | No change |
| XLC SS Comm Select Sector SPDR | 0.01% | 435 | $51K | No change |
| WFC Wells Fargo & Co. | 0.01% | 549 | $51K | No change |
| ANET Arista Networks Inc. | 0.01% | 389 | $51K | No change |
| FTC First Trust Large Cap Growth | 0.01% | 305 | $49K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 244 | $48K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 483 | $48K | No change |
| CEG Constellation Energy | 0.01% | 136 | $48K | No change |
| CMI Cummins Inc. | 0.01% | 94 | $48K | No change |
| TT Trane Technologies PLC | 0.01% | 123 | $48K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 5,000 | $48K | No change |
| TECL Dire Dai Tec Bull 3X ETF-Usd | 0.01% | 400 | $47K | New |
| RMD Resmed Inc. | 0.01% | 192 | $46K | No change |
| OGE Oge Energy Corp. | 0.01% | 1,062 | $45K | No change |
| BA The Boeing Co. | 0.01% | 198 | $43K | No change |
| AIG American International Group | 0.01% | 500 | $43K | No change |
| GDX Vaneck Gold Miners ETF | 0.01% | 496 | $43K | No change |
| SLF Sun Life Financial Inc. | 0.01% | 681 | $42K | No change |
| ICE Intercontinental Exchange Inc. | 0.01% | 254 | $41K | No change |
| FTCS First Trust Capital Strength | 0.01% | 429 | $40K | No change |
| DECK Deckers Outdoor Corp. | 0.01% | 378 | $39K | No change |
| FITB Fifth Third Bancorp | 0.01% | 837 | $39K | No change |
| O Realty Income Corp. | 0.01% | 684 | $39K | No change |
| XLF SS Financial Select Sector | 0.01% | 683 | $37K | No change |
| PFG Principal Financial Group | 0.01% | 422 | $37K | No change |
| SPGI S&P Global Inc. | 0.01% | 71 | $37K | No change |
| IAU iShares Gold Trust | 0.01% | 456 | $37K | No change |
| FNX First Trust Mid Cap Core Alp | 0.01% | 290 | $37K | No change |
| HPS John Hancock Prefer Inc. III | 0.01% | 2,505 | $36K | No change |
| HQL Abrdn Life Sciences Investor | 0.01% | 2,134 | $36K | No change |
| XEL Xcel Energy Inc. | 0.01% | 483 | $36K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 2,684 | $35K | Reduce -21.0% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 596 | $34K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 1,165 | $34K | No change |
| DFAC Dimensional US Core Equity 2 | 0.01% | 836 | $33K | No change |
| IYM iShares U.S. Basic Materials | 0.01% | 214 | $33K | No change |
| CUZ Cousins Properties Inc. | 0.01% | 1,269 | $33K | No change |
| GD General Dynamics Corp. | 0.01% | 97 | $33K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 246 | $32K | No change |
| IEF iShares 7-10 Year Treasury B | 0.01% | 335 | $32K | No change |
| XLV SS Health Care Select Sector | 0.01% | 203 | $31K | No change |
| PAYX Paychex Inc. | 0.01% | 280 | $31K | No change |
| CMS CMS Energy Corp. | 0.01% | 430 | $30K | No change |
| WINN Harbor Long-Term Growers ETF | 0.01% | 946 | $29K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 409 | $29K | New |
| VLTO Veralto Corp. | 0.01% | 286 | $29K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 208 | $28K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.01% | 766 | $28K | No change |
| EOG EOG Resources Inc. | 0.01% | 263 | $28K | Reduce -36.5% |
| CVS CVS Health Corp. | 0.01% | 346 | $27K | No change |
| AEP American Electric Power | 0.01% | 236 | $27K | No change |
| FFOG Franklin Focused Dynamic Gro | 0.01% | 570 | $27K | No change |
| AFL Aflac Inc. | 0.01% | 239 | $26K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 124 | $26K | No change |
| VHT Vanguard Health Care ETF | 0.01% | 91 | $26K | No change |
| CNP Centerpoint Energy Inc. | 0.01% | 678 | $26K | Reduce -46.4% |
| FAI FT Bloomberg AI ETF | 0.01% | 611 | $25K | New |
| FDX FedEx Corp. | 0.01% | 85 | $25K | No change |
| HACK Amplify Cybersecurity ETF | 0.01% | 303 | $24K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 340 | $24K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 446 | $24K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 1,057 | $24K | No change |
| JTEK JPMorgan US Tech Leaders | 0.01% | 263 | $24K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 233 | $23K | No change |
| LAMR Lamar Advertising Co. Class A | 0.01% | 177 | $22K | No change |
| EQH Equitable Holdings Inc. | 0.01% | 470 | $22K | No change |
| PH Parker Hannifin Corp. | 0.01% | 25 | $22K | No change |
| PPLT Abrdn Physical Platinum SHRS | 0.01% | 115 | $21K | No change |
| SNAP Snap Inc. Class A | 0.01% | 2,647 | $21K | No change |
| FTV Fortive Corp. | 0.01% | 385 | $21K | Reduce -74.1% |
| BF.B Brown-Forman Corp. Class B | 0.01% | 798 | $21K | No change |
| HIMX Himax Technologies Inc.-ADR | 0.01% | 2,500 | $20K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 400 | $20K | New |
| LIT Global X Lithium & Battery T | 0.01% | 310 | $20K | No change |
| MDT Medtronic PLC | 0.01% | 209 | $20K | No change |
| NMCO Nuveen Municipal Credit Opp | 0.01% | 1,960 | $20K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 52 | $19K | No change |
| PTMC Pacer Trendpilot US Mid Cap | 0.00% | 521 | $19K | New |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 203 | $18K | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 785 | $18K | Reduce -33.4% |
| EXC Exelon Corp. | 0.00% | 410 | $18K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.00% | 318 | $18K | New |
| INTC Intel Corp. | 0.00% | 472 | $17K | No change |
| PPG PPG Industries Inc. | 0.00% | 169 | $17K | No change |
| PTIN Pacer Trendpilot Intl ETF | 0.00% | 538 | $17K | New |
| CWI State Street SPDR MSCI Acwi | 0.00% | 468 | $17K | No change |
| SHEL Shell PLC-ADR | 0.00% | 226 | $17K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 569 | $16K | No change |
| NUE Nucor Corp. | 0.00% | 100 | $16K | No change |
| FSS Federal Signal Corp. | 0.00% | 150 | $16K | No change |
| CL Colgate-Palmolive Co. | 0.00% | 201 | $16K | No change |
| D Dominion Energy Inc. | 0.00% | 268 | $16K | No change |
| ES Eversource Energy | 0.00% | 232 | $16K | No change |
| DTE DTE Energy Company | 0.00% | 120 | $15K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 200 | $15K | No change |
| PWR Quanta Services Inc. | 0.00% | 35 | $15K | New |
| SHOP Shopify Inc. Class A | 0.00% | 90 | $14K | No change |
| NOC Northrop Grumman Corp. | 0.00% | 25 | $14K | New |
| USIG iShares Broad Usd Investment | 0.00% | 274 | $14K | No change |
| MNST Monster Beverage Corp. | 0.00% | 180 | $14K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 451 | $13K | No change |
| JBL Jabil Inc. | 0.00% | 59 | $13K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 82 | $13K | Add +1071.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 300 | $13K | No change |
| STX Seagate Technology Holdings | 0.00% | 47 | $13K | No change |
| IDV iShares International Select | 0.00% | 327 | $13K | New |
| VNLA Janus Henderson Short Durati | 0.00% | 262 | $13K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 71 | $13K | No change |
| USB US Bancorp | 0.00% | 227 | $12K | No change |
| DOCS Doximity Inc. Class A | 0.00% | 268 | $12K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 25 | $11K | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.00% | 93 | $11K | No change |
| FLEX Flex Ltd. | 0.00% | 181 | $11K | No change |
| COR Cencora Inc. | 0.00% | 32 | $11K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 180 | $11K | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.00% | 94 | $11K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 197 | $11K | No change |
| BTI British American Tob-SP ADR | 0.00% | 186 | $11K | No change |
| BSCU Invesco Bulletshares 2030 CB | 0.00% | 605 | $10K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 112 | $10K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 84 | $10K | No change |
| CASY Casey's General Stores Inc. | 0.00% | 18 | $10K | No change |
| UBER Uber Technologies Inc. | 0.00% | 116 | $9K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 40 | $9K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 108 | $9K | No change |
| VST Vistra Corp. | 0.00% | 53 | $9K | No change |
| NNVC Nanoviricides Inc. | 0.00% | 7,000 | $8K | No change |
| CCOI Cogent Communications Holdin | 0.00% | 362 | $8K | Reduce -45.3% |
| DOW Dow Inc. | 0.00% | 328 | $8K | Reduce -39.8% |
| MMM 3M Co. | 0.00% | 47 | $8K | No change |
| SZNE Pacer Cfra Stovall Equal | 0.00% | 214 | $7K | New |
| ASTS Ast Spacemobile Inc. | 0.00% | 100 | $7K | New |
| IETC iShares U.S. Tech Independen | 0.00% | 71 | $7K | No change |
| DTM DT Midstream Inc. | 0.00% | 60 | $7K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 51 | $7K | Reduce -61.9% |
| BMNR Bitmine Immersion Technologi | 0.00% | 250 | $7K | No change |
| TGT Target Corp. | 0.00% | 69 | $7K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 80 | $7K | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 94 | $7K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 91 | $6K | No change |
| FFIV F5 Inc. | 0.00% | 25 | $6K | No change |
| ACWV iShares MSCI Global Min Vol | 0.00% | 52 | $6K | No change |
| CADE Cadence Bank | 0.00% | 142 | $6K | Reduce -71.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 69 | $6K | No change |
| SYM Symbotic Inc. | 0.00% | 100 | $6K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 91 | $6K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 60 | $6K | No change |
| PEG Public Service Enterprise GP | 0.00% | 72 | $6K | Reduce -71.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 82 | $6K | No change |
| CODI Compass Diversified Holdings | 0.00% | 1,136 | $5K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 36 | $5K | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 100 | $5K | No change |
| THG Hanover Insurance Group Inc./ | 0.00% | 28 | $5K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 25 | $5K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.00% | 110 | $5K | No change |
| CLX Clorox Company | 0.00% | 45 | $5K | Reduce -81.6% |
| BLK BlackRock Inc. | 0.00% | 4 | $4K | No change |
| IVT Inventrust Properties Corp. | 0.00% | 146 | $4K | No change |
| FMS Fresenius Medical Care-ADR | 0.00% | 154 | $4K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 14 | $4K | New |
| WM Waste Management Inc. | 0.00% | 16 | $4K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 44 | $4K | No change |
| KTB Kontoor Brands Inc. | 0.00% | 57 | $3K | No change |
| XLB SS Materials Select Sector | 0.00% | 76 | $3K | No change |
| VFC VF Corp. | 0.00% | 185 | $3K | No change |
| IGF iShares Global Infrastructur | 0.00% | 53 | $3K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 110 | $3K | Reduce -75.2% |
| KD Kyndryl Holdings Inc. | 0.00% | 120 | $3K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 72 | $3K | No change |
| MUX McEwen Inc. | 0.00% | 158 | $3K | No change |
| BAX Baxter International Inc. | 0.00% | 151 | $3K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.00% | 38 | $3K | No change |
| ARM Arm Holdings PLC-ADR | 0.00% | 25 | $3K | No change |
| APP AppLovin Corp. Class A | 0.00% | 4 | $3K | No change |
| LEG Leggett & Platt Inc. | 0.00% | 240 | $3K | No change |
| MSTR Strategy Inc. | 0.00% | 17 | $3K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 29 | $3K | No change |
| LNT Alliant Energy Corp. | 0.00% | 38 | $2K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 7 | $2K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 14 | $2K | No change |
| SNPS Synopsys Inc. | 0.00% | 4 | $2K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 10 | $2K | No change |
| VRSK Verisk Analytics Inc. | 0.00% | 8 | $2K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 119 | $2K | No change |
| SPOT Spotify Technology SA | 0.00% | 3 | $2K | No change |
| CACI Caci International Inc. Class A | 0.00% | 3 | $2K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 120 | $2K | No change |
| MAR Marriott International Class A | 0.00% | 5 | $2K | No change |
| MCO Moody's Corp. | 0.00% | 3 | $2K | No change |
| CTAS Cintas Corp. | 0.00% | 8 | $2K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 3 | $1K | No change |
| 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 |
| RSG Republic Services Inc. | 0.00% | 6 | $1K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 4 | $1K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 29 | $1K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.00% | 28 | $1K | No change |
| CYH Community Health Systems Inc. | 0.00% | 340 | $1K | No change |
| PRCH Porch Group Inc. | 0.00% | 100 | $913 | No change |
| MARA Mara Holdings Inc. | 0.00% | 100 | $898 | New |
| HWM Howmet Aerospace Inc. | 0.00% | 4 | $820 | No change |
| RIOT Riot Platforms Inc. | 0.00% | 50 | $634 | New |
| LCID Lucid Group Inc. | 0.00% | 46 | $486 | No change |
| OGN Organon & Co. | 0.00% | 20 | $143 | No change |
| EFOI Energy Focus Inc. | 0.00% | 45 | $104 | No change |
| MRNA Moderna Inc. | 0.00% | 3 | $88 | No change |
| BTBT Bit Digital Inc. | 0.00% | 42 | $79 | No change |
| NIO Nio Inc. - ADR | 0.00% | 10 | $51 | No change |