| AMAT Applied Materials Inc. | 10.46% | 18,086 | $13.1M | Reduce -2.9% |
| MRVL Marvell Technology Inc. | 5.26% | 22,082 | $6.6M | Reduce -1.6% |
| BNY Bank of New York Mellon Corp. | 4.84% | 41,825 | $6.0M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 4.46% | 15,592 | $5.6M | Reduce -2.4% |
| BWA Borgwarner Inc. | 4.40% | 82,872 | $5.5M | Reduce -3.7% |
| AAPL Apple Inc. | 3.95% | 17,055 | $4.9M | Reduce -1.5% |
| AMGN Amgen Inc. | 3.30% | 11,393 | $4.1M | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 2.94% | 4,913 | $3.7M | Add +6.4% |
| SCHW Schwab (charles) Corp. | 2.82% | 38,245 | $3.5M | Reduce -5.1% |
| MDT Medtronic PLC | 2.44% | 39,021 | $3.1M | Add +0.5% |
| SLV iShares Silver Trust | 2.43% | 56,796 | $3.0M | Reduce -7.4% |
| CAT Caterpillar Inc. | 2.40% | 2,814 | $3.0M | Reduce -3.6% |
| ON On Semiconductor | 2.29% | 30,292 | $2.9M | Reduce -0.2% |
| PEP Pepsico Inc. | 1.99% | 18,354 | $2.5M | Add +81.5% |
| DE Deere & Co. | 1.68% | 3,304 | $2.1M | Reduce -2.0% |
| GBIL Goldman Sachs Access Treasur | 1.63% | 20,327 | $2.0M | Add +16.7% |
| CVS CVS Health Corp. | 1.59% | 19,269 | $2.0M | Reduce -3.0% |
| IUSG iShares Core S&P U.S. Growth | 1.38% | 9,157 | $1.7M | Add +7.7% |
| ZBH Zimmer Biomet Holdings Inc. | 1.27% | 18,392 | $1.6M | Add +2.9% |
| MSFT Microsoft Corp. | 1.14% | 3,820 | $1.4M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 1.11% | 6,126 | $1.4M | Add +8.2% |
| V Visa Inc. Class A | 1.11% | 4,053 | $1.4M | Reduce -0.3% |
| WBD Warner Bros Discovery Inc. | 1.06% | 49,853 | $1.3M | Reduce -0.4% |
| SCHO Schwab Short-Term US Treas | 1.05% | 54,468 | $1.3M | Add +27.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.00% | 12,899 | $1.2M | Add +7.3% |
| IEMG iShares Core MSCI Emerging | 0.92% | 13,951 | $1.2M | Add +6.0% |
| AMZN Amazon.com Inc. | 0.91% | 4,766 | $1.1M | Add +1.0% |
| NUE Nucor Corp. | 0.89% | 4,975 | $1.1M | Reduce -2.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.89% | 21,975 | $1.1M | Add +62.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.86% | 14,158 | $1.1M | Add +7.3% |
| UPS United Parcel Service Class B | 0.85% | 9,917 | $1.1M | Reduce -0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.73% | 10,323 | $907K | Add +45.9% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 11,757 | $838K | No change |
| PNR Pentair PLC | 0.66% | 10,692 | $820K | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.62% | 646 | $775K | Reduce -3.3% |
| KLAC KLA Corp. | 0.62% | 2,550 | $769K | Add +5.4% |
| WMT Walmart Inc. | 0.57% | 6,288 | $712K | Add +1.6% |
| NVDA Nvidia Corp. | 0.56% | 3,495 | $699K | Add +7.2% |
| PG The Procter & Gamble Co. | 0.52% | 4,422 | $648K | Reduce -1.1% |
| LMBS First Trust Low Duration Opp | 0.52% | 12,969 | $646K | Add +6.2% |
| RHI Robert Half Inc. | 0.51% | 20,848 | $640K | Reduce -9.4% |
| JNJ Johnson & Johnson | 0.50% | 2,443 | $620K | No change |
| SECT Main Sector Rotation ETF | 0.44% | 7,713 | $556K | No change |
| JUNW Alianzim US Eq BFR20 Jun-Usd | 0.43% | 15,809 | $544K | No change |
| PBJN Pgim S&P 500 Buffer 20-Jun | 0.43% | 17,622 | $543K | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 1,074 | $537K | Add +0.5% |
| UJUN Innovator U.S. Equity Ultra | 0.43% | 13,883 | $535K | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.39% | 1,501 | $491K | Reduce -0.9% |
| VGT Vanguard Info Tech ETF | 0.39% | 4,064 | $486K | Add +2.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.38% | 10,340 | $481K | No change |
| T AT&T Inc. | 0.37% | 22,612 | $468K | Reduce -1.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.35% | 4,885 | $435K | Add +4.7% |
| LULU Lululemon Athletica Inc. | 0.34% | 3,668 | $419K | Reduce -5.6% |
| AGG iShares Core U.S. Aggregate | 0.33% | 4,201 | $416K | Add +8.6% |
| IAU iShares Gold Trust | 0.33% | 5,419 | $409K | Reduce -1.4% |
| INTC Intel Corp. | 0.32% | 2,842 | $397K | Reduce -3.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 2,569 | $389K | Add +1.8% |
| PWR Quanta Services Inc. | 0.31% | 536 | $386K | Reduce -2.9% |
| NSC Norfolk Southern Corp. | 0.31% | 1,213 | $382K | No change |
| XLK SS Technology Select Sector | 0.29% | 1,884 | $359K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.28% | 5,985 | $345K | Add +60.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.26% | 4,896 | $331K | Add +61.4% |
| MU Micron Technology Inc. | 0.26% | 286 | $330K | Add +5.2% |
| AVGO Broadcom Inc. | 0.25% | 842 | $318K | Reduce -17.3% |
| SPEM State Street SP PTF Em ETF | 0.25% | 6,048 | $313K | Add +62.7% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 4,044 | $312K | Add +8.1% |
| LITE Lumentum Holdings Inc. | 0.25% | 358 | $307K | Reduce -30.6% |
| LRCX Lam Research Corp. | 0.24% | 701 | $304K | Reduce -2.6% |
| FIX Comfort Systems USA Inc. | 0.24% | 152 | $301K | Reduce -6.8% |
| PANW Palo Alto Networks Inc. | 0.21% | 782 | $267K | Add +130.7% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 1,730 | $257K | Add +6.6% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 8,573 | $252K | Add +20.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 525 | $251K | Add +1.7% |
| COST Costco Wholesale Corp. | 0.20% | 262 | $245K | Reduce -5.4% |
| AMD Advanced Micro Devices | 0.19% | 415 | $241K | Add +1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 1,093 | $238K | Add +37.5% |
| TER Teradyne Inc. | 0.19% | 491 | $238K | Reduce -36.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 314 | $234K | No change |
| MCK McKesson Corp. | 0.18% | 299 | $226K | Reduce -2.3% |
| ANET Arista Networks Inc. | 0.17% | 1,287 | $219K | Reduce -2.6% |
| GS Goldman Sachs Group Inc. | 0.17% | 211 | $213K | Reduce -3.6% |
| MA Mastercard Inc. Class A | 0.17% | 414 | $213K | Add +10.7% |
| ATI Ati Inc. | 0.17% | 1,050 | $207K | Reduce -2.6% |
| ITA iShares U.S. Aerospace & Def | 0.16% | 831 | $201K | No change |
| JCPB JPMorgan Core Plus Bond ETF | 0.16% | 4,247 | $199K | Add +16.3% |
| FBND Fidelity Total Bond ETF | 0.16% | 4,342 | $198K | Add +15.8% |
| CASY Casey's General Stores Inc. | 0.16% | 244 | $194K | Reduce -2.8% |
| HTRB Hartford TTL RTRN BND ETF | 0.15% | 5,718 | $193K | Add +16.3% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 3,206 | $191K | No change |
| EVTR Eaton Vance Total Return | 0.15% | 3,758 | $191K | Add +15.2% |
| MCD McDonald's Corp. | 0.15% | 698 | $189K | No change |
| RTX RTX Corp. | 0.15% | 984 | $187K | Add +1.4% |
| TWLO Twilio Inc. Class A | 0.15% | 897 | $185K | New |
| ORLY O'reilly Automotive Inc. | 0.14% | 1,959 | $180K | Add +16.4% |
| WELL Welltower Inc. | 0.14% | 769 | $175K | Reduce -2.8% |
| XPO Xpo Inc. | 0.14% | 837 | $172K | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.14% | 481 | $170K | Add +7.1% |
| FTI Technipfmc PLC | 0.13% | 2,527 | $168K | New |
| NVS Novartis AG-Sponsored ADR | 0.13% | 1,060 | $166K | Reduce -2.4% |
| FVD First Trust Value Line DVD | 0.13% | 3,441 | $166K | No change |
| NOC Northrop Grumman Corp. | 0.12% | 301 | $153K | Add +0.3% |
| XLI SS Industrial Select Sector | 0.12% | 824 | $153K | Add +1.6% |
| BWXT BWX Technologies Inc. | 0.12% | 766 | $149K | Reduce -2.8% |
| XLF SS Financial Select Sector | 0.11% | 2,664 | $143K | Add +2.1% |
| FLEX Flex Ltd. | 0.11% | 856 | $139K | New |
| WDC Western Digital Corp. | 0.10% | 204 | $130K | Reduce -33.3% |
| WFRD Weatherford International PL | 0.10% | 1,576 | $128K | Reduce -2.5% |
| DELL Dell Technologies -C | 0.10% | 292 | $126K | Reduce -46.4% |
| ELV Elevance Health Inc. | 0.10% | 313 | $121K | Add +0.6% |
| STX Seagate Technology Holdings | 0.10% | 125 | $121K | Reduce -6.0% |
| CSCO Cisco Systems Inc. | 0.09% | 951 | $112K | Reduce -9.1% |
| GRNY Fundstr Gran SH US LRG Cap | 0.09% | 4,030 | $111K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.09% | 212 | $111K | No change |
| TXN Texas Instruments Inc. | 0.09% | 365 | $109K | Add +121.2% |
| DOCN Digitalocean Holdings Inc. | 0.09% | 681 | $107K | New |
| QCOM Qualcomm Inc. | 0.08% | 565 | $104K | Add +0.9% |
| HD Home Depot Inc. | 0.08% | 291 | $103K | Reduce -20.7% |
| VCR Vanguard Consumer Discre ETF | 0.08% | 257 | $102K | Add +2.0% |
| SOXX iShares Semiconductor ETF | 0.08% | 159 | $102K | Reduce -20.5% |
| XLC SS Comm Select Sector SPDR | 0.08% | 945 | $101K | Add +2.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.08% | 1,899 | $100K | Add +159.1% |
| EMB iShares JP Morgan Usd Emergi | 0.08% | 1,027 | $99K | Add +16.2% |
| RVMD Revolution Medicines Inc. | 0.08% | 508 | $95K | New |
| MPC Marathon Petroleum Corp. | 0.08% | 372 | $95K | Add +20.0% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 2,508 | $91K | Add +16.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.07% | 317 | $91K | No change |
| COR Cencora Inc. | 0.07% | 315 | $89K | Add +24.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 291 | $88K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 118 | $87K | No change |
| NFLX Netflix Inc. | 0.07% | 1,171 | $84K | Add +28.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 294 | $83K | No change |
| JUNP Pgim S&P 500 Buffer 12-Jun | 0.06% | 2,562 | $81K | No change |
| BJUN Innovator U.S. Equity Buffer | 0.06% | 1,656 | $81K | Reduce -1.7% |
| JUNT Allianzim US Eq BFFR10 JN-US | 0.06% | 2,133 | $81K | Reduce -1.5% |
| XLV SS Health Care Select Sector | 0.06% | 508 | $81K | Add +1.2% |
| SCHF Schwab Intl Equity ETF | 0.06% | 2,848 | $79K | Add +119.1% |
| APP AppLovin Corp. Class A | 0.06% | 138 | $71K | Add +62.4% |
| JBL Jabil Inc. | 0.06% | 183 | $71K | New |
| META Meta Platforms Inc. Class A | 0.06% | 125 | $70K | Reduce -49.4% |
| IEF iShares 7-10 Year Treasury B | 0.06% | 742 | $70K | Add +14.9% |
| UNH Unitedhealth Group Inc. | 0.05% | 165 | $69K | Add +2.5% |
| XLP SS Consumer Staples Sel Sect | 0.05% | 814 | $68K | Add +1.0% |
| ADI Analog Devices Inc. | 0.05% | 167 | $66K | Add +29.5% |
| PSLV Sprott Physical Silver Trust | 0.05% | 3,510 | $66K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 482 | $66K | Add +19.3% |
| KO The Coca-Cola Co. | 0.05% | 800 | $65K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.05% | 405 | $64K | Add +3.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.05% | 32 | $64K | No change |
| XLE SS Energy Select Sector | 0.05% | 1,161 | $62K | Add +0.9% |
| KR Kroger Co. | 0.05% | 1,091 | $61K | Reduce -3.8% |
| IMCV iShares Morningstar Mid-Cap | 0.05% | 656 | $60K | Add +110.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.05% | 1,437 | $57K | Add +109.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 588 | $51K | No change |
| MAGS Roundhill Magnificent Seven | 0.04% | 764 | $49K | Add +3.2% |
| LOW Lowe's Cos Inc. | 0.04% | 220 | $49K | Add +52.8% |
| CSX CSX Corp. | 0.04% | 1,020 | $48K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 131 | $48K | Add +74.7% |
| AVUV Avantis US Small Cap Value | 0.04% | 381 | $48K | Add +82.3% |
| VFH Vanguard Financials ETF | 0.04% | 350 | $46K | No change |
| ALL Allstate Corp. | 0.04% | 189 | $45K | Add +0.5% |
| LIN Linde PLC | 0.03% | 84 | $44K | New |
| MRK Merck & Co. Inc. | 0.03% | 335 | $43K | Add +13.9% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 364 | $42K | Reduce -14.2% |
| CAH Cardinal Health Inc. | 0.03% | 176 | $42K | No change |
| PGR Progressive Corp. | 0.03% | 190 | $42K | Add +5.6% |
| KKR KKR & Co. Inc. | 0.03% | 446 | $41K | Add +2.3% |
| KMI Kinder Morgan Inc. | 0.03% | 1,224 | $39K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.03% | 369 | $38K | Add +103.9% |
| HACK Amplify Cybersecurity ETF | 0.03% | 362 | $38K | New |
| AVY Avery Dennison Corp. | 0.03% | 232 | $38K | No change |
| HWM Howmet Aerospace Inc. | 0.03% | 140 | $38K | Add +48.9% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 235 | $37K | Reduce -35.4% |
| JPST JPMorgan Ultra-Short Income | 0.03% | 732 | $37K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 90 | $37K | No change |
| EME Emcor Group Inc. | 0.03% | 44 | $37K | Reduce -2.2% |
| USB US Bancorp | 0.03% | 595 | $36K | Add +10.0% |
| MDY State Street SPDR S&P Midcap | 0.03% | 51 | $36K | No change |
| VNQ Vanguard Real Estate ETF | 0.03% | 365 | $35K | No change |
| SHW The Sherwin-Williams Co. | 0.03% | 102 | $35K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 615 | $35K | No change |
| OIH Vaneck Oil Services ETF | 0.03% | 93 | $35K | Add +1.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 278 | $35K | No change |
| ITOT iShares Core S&P Total U.S. | 0.03% | 210 | $34K | No change |
| LMT Lockheed Martin Corp. | 0.03% | 66 | $34K | Add +4.8% |
| HCA HCA Healthcare Inc. | 0.03% | 86 | $34K | Add +6.2% |
| DLR Digital Realty Trust Inc. | 0.03% | 186 | $33K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 726 | $33K | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 0.03% | 82 | $33K | Reduce -11.8% |
| SPG Simon Property Group Inc. | 0.03% | 140 | $31K | Add +37.3% |
| MO Altria Group Inc. | 0.03% | 434 | $31K | Add +210.0% |
| PSX Phillips 66 | 0.02% | 178 | $30K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 385 | $29K | No change |
| CVX Chevron Corp. | 0.02% | 172 | $29K | No change |
| XHS SS SPDR S&P HC Services ETF | 0.02% | 214 | $28K | New |
| TRV The Travelers Cos Inc. | 0.02% | 82 | $27K | Add +22.4% |
| VRT Vertiv Holdings Co. Class A | 0.02% | 78 | $26K | Add +2500.0% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.02% | 253 | $26K | No change |
| CEG Constellation Energy | 0.02% | 103 | $26K | Add +41.1% |
| WY Weyerhaeuser Co. | 0.02% | 1,044 | $25K | No change |
| GEV GE Vernova Inc. | 0.02% | 21 | $25K | New |
| CB Chubb Ltd. | 0.02% | 72 | $25K | Add +7.5% |
| IBKR Interactive Brokers Gro Class A | 0.02% | 281 | $24K | Add +5.2% |
| ROST Ross Stores Inc. | 0.02% | 114 | $24K | New |
| WSM Williams-Sonoma Inc. | 0.02% | 104 | $24K | Add +6.1% |
| HST Host Hotels & Resorts Inc. | 0.02% | 1,002 | $24K | New |
| BKNG Booking Holdings Inc. | 0.02% | 130 | $23K | Reduce -52.7% |
| ILCG iShares Morningstar Growth E | 0.02% | 197 | $23K | No change |
| RL Ralph Lauren Corp. | 0.02% | 56 | $22K | New |
| CL Colgate-Palmolive Co. | 0.02% | 242 | $22K | Add +27.4% |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 92 | $22K | No change |
| ADP Automatic Data Processing | 0.02% | 96 | $21K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 69 | $21K | No change |
| VLO Valero Energy Corp. | 0.02% | 80 | $21K | New |
| AMP Ameriprise Financial Inc. | 0.02% | 45 | $21K | Add +18.4% |
| FYC First Trust Small Cap Growth | 0.02% | 161 | $21K | No change |
| FAST Fastenal Co. | 0.02% | 420 | $20K | New |
| ORCL Oracle Corp. | 0.02% | 136 | $20K | Add +3.8% |
| PH Parker Hannifin Corp. | 0.02% | 20 | $20K | Reduce -4.8% |
| DECK Deckers Outdoor Corp. | 0.02% | 197 | $20K | New |
| XLRE SS Real Estate Select Sector | 0.02% | 442 | $19K | Add +1.8% |
| HIG Hartford Insurance Group Inc. | 0.02% | 143 | $19K | Add +3.6% |
| NRG NRG Energy Inc. | 0.02% | 129 | $19K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 172 | $19K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 61 | $18K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 690 | $18K | New |
| SCHM Schwab US Mid Cap ETF | 0.01% | 487 | $18K | Add +247.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 73 | $18K | No change |
| ATO Atmos Energy Corp. | 0.01% | 102 | $18K | New |
| EOG EOG Resources Inc. | 0.01% | 135 | $18K | New |
| FOXA Fox Corp. Class A | 0.01% | 335 | $17K | New |
| CBOE Cboe Global Markets Inc. | 0.01% | 69 | $17K | Reduce -6.8% |
| NEM Newmont Corp. | 0.01% | 179 | $17K | Reduce -3.8% |
| RMD Resmed Inc. | 0.01% | 85 | $17K | Add +10.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 455 | $16K | Add +255.5% |
| GWW WW Grainger Inc. | 0.01% | 12 | $16K | New |
| CF CF Industries Holdings Inc. | 0.01% | 147 | $16K | Reduce -88.2% |
| MSCI MSCI Inc. | 0.01% | 28 | $16K | New |
| ARM Arm Holdings PLC-ADR | 0.01% | 39 | $14K | No change |
| GE General Electric filed as GE AEROSPACE | 0.01% | 36 | $13K | No change |
| ACN Accenture PLC Class A | 0.01% | 101 | $13K | Add +7.5% |
| EEM iShares MSCI Emerging Market | 0.01% | 179 | $12K | No change |
| ZTS Zoetis Inc. | 0.01% | 165 | $12K | New |
| STLD Steel Dynamics Inc. | 0.01% | 48 | $11K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 181 | $11K | No change |
| APD Air Products & Chemicals Inc. | 0.01% | 37 | $11K | No change |
| ITW Illinois Tool Works | 0.01% | 38 | $10K | No change |
| TT Trane Technologies PLC | 0.01% | 20 | $10K | No change |
| BAC Bank of America Corp. | 0.01% | 169 | $10K | New |
| FE Firstenergy Corp. | 0.01% | 184 | $9K | New |
| SCHG Schwab US Large-Cap Growth | 0.01% | 256 | $9K | No change |
| VOO Vanguard S&P 500 ETF | 0.01% | 12 | $9K | Add +500.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 11 | $8K | No change |
| ED Consolidated Edison Inc. | 0.01% | 74 | $8K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.01% | 78 | $8K | No change |
| EQIX Equinix Inc. | 0.01% | 7 | $7K | No change |
| TSLA Tesla Inc. | 0.01% | 17 | $7K | Add +41.7% |
| BA The Boeing Co. | 0.01% | 32 | $7K | New |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 44 | $6K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.01% | 35 | $6K | No change |
| JOBY Joby Aviation Inc. | 0.01% | 705 | $6K | No change |
| DFAE Dimensional Emerging Core Eq | 0.00% | 149 | $6K | No change |
| VZ Verizon Communications Inc. | 0.00% | 137 | $6K | No change |
| CSGP Costar Group Inc. | 0.00% | 203 | $6K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 57 | $5K | Add +67.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.00% | 103 | $5K | No change |
| PNC PNC Financial Services Group | 0.00% | 21 | $5K | Reduce -70.8% |
| MET Metlife Inc. | 0.00% | 61 | $5K | No change |
| ETN Eaton Corp. PLC | 0.00% | 10 | $4K | New |
| TFC Truist Financial Corp. | 0.00% | 85 | $4K | No change |
| CI The Cigna Group | 0.00% | 15 | $4K | New |
| SNPS Synopsys Inc. | 0.00% | 9 | $4K | New |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 51 | $4K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 10 | $4K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 62 | $4K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 15 | $4K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 68 | $3K | No change |
| DEM Wisdomtree Emerging Markets | 0.00% | 60 | $3K | No change |
| PCAR Paccar Inc. | 0.00% | 26 | $3K | Add +36.8% |
| APA Apa Corp. | 0.00% | 90 | $3K | Reduce -89.8% |
| IBB iShares Biotechnology ETF | 0.00% | 15 | $3K | No change |
| HEI.A Heico Corp. Class A | 0.00% | 11 | $3K | New |
| IXUS iShares Core Intl Stock ETF | 0.00% | 29 | $3K | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 78 | $3K | No change |
| MCO Moody's Corp. | 0.00% | 6 | $3K | New |
| ADBE Adobe Inc. | 0.00% | 13 | $3K | Reduce -93.5% |
| TDG Transdigm Group Inc. | 0.00% | 2 | $3K | New |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 5 | $3K | New |
| WRBY Warby Parker Inc. Class A | 0.00% | 82 | $2K | No change |
| ALAB Astera Labs Inc. | 0.00% | 5 | $2K | New |
| AXP American Express Co. | 0.00% | 7 | $2K | New |
| FDX FedEx Corp. | 0.00% | 7 | $2K | Reduce -78.1% |
| GD General Dynamics Corp. | 0.00% | 6 | $2K | No change |
| SPGI S&P Global Inc. | 0.00% | 5 | $2K | New |
| WM Waste Management Inc. | 0.00% | 9 | $2K | No change |
| BSX Boston Scientific Corp. | 0.00% | 46 | $2K | New |
| NET Cloudflare Inc. Class A | 0.00% | 8 | $2K | Add +60.0% |
| RSG Republic Services Inc. | 0.00% | 9 | $2K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 10 | $2K | New |
| CRM Salesforce Inc. | 0.00% | 12 | $2K | Add +300.0% |
| CTAS Cintas Corp. | 0.00% | 11 | $2K | Reduce -93.0% |
| TGT Target Corp. | 0.00% | 14 | $2K | New |
| NKE Nike Inc. Class B | 0.00% | 44 | $2K | No change |
| CME Cme Group Inc. | 0.00% | 8 | $2K | New |
| MELI MercadoLibre Inc. | 0.00% | 1 | $2K | No change |
| CART Maplebear Inc. | 0.00% | 34 | $2K | No change |
| PSA Public Storage | 0.00% | 5 | $2K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 19 | $2K | New |
| BIIB Biogen Inc. | 0.00% | 7 | $2K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 3 | $1K | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 39 | $1K | New |
| CCK Crown Holdings Inc. | 0.00% | 13 | $1K | New |
| CMCSA Comcast Corp. Class A | 0.00% | 59 | $1K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 104 | $1K | No change |
| CMI Cummins Inc. | 0.00% | 2 | $1K | New |
| KHC The Kraft Heinz Co. | 0.00% | 60 | $1K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 78 | $1K | Reduce -93.8% |
| PLD Prologis Inc. | 0.00% | 10 | $1K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 16 | $1K | New |
| COP Conocophillips | 0.00% | 13 | $1K | No change |
| J Jacobs Solutions Inc. | 0.00% | 10 | $1K | No change |
| COHR Coherent Corp. | 0.00% | 3 | $1K | New |
| BRO Brown & Brown Inc. | 0.00% | 18 | $1K | New |
| AFRM Affirm Holdings Inc. | 0.00% | 14 | $1K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 10 | $1K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 10 | $1K | No change |
| BRKR Bruker Corp. | 0.00% | 17 | $1K | New |
| TXT Textron Inc. | 0.00% | 11 | $1K | New |
| TOL Toll Brothers Inc. | 0.00% | 6 | $989 | New |
| BAM Brookfield Asset Mgmt-A | 0.00% | 22 | $987 | No change |
| PFE Pfizer Inc. | 0.00% | 40 | $963 | No change |
| SAP Sap SE-Sponsored ADR | 0.00% | 6 | $925 | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 4 | $918 | New |
| TOST Toast Inc. Class A | 0.00% | 33 | $918 | No change |
| MS Morgan Stanley | 0.00% | 4 | $836 | New |
| STZ Constellation Brands Inc. Class A | 0.00% | 6 | $835 | New |
| UAL United Airlines Holdings Inc. | 0.00% | 6 | $816 | New |
| COMP Compass Inc. Class A | 0.00% | 65 | $801 | New |
| PYPL PayPal Holdings Inc. | 0.00% | 18 | $777 | No change |
| ABBV Abbvie Inc. | 0.00% | 3 | $755 | New |
| GIS General Mills Inc. | 0.00% | 21 | $731 | No change |
| RUSHA Rush Enterprises Inc. Class A | 0.00% | 10 | $730 | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 14 | $706 | New |
| BF.B Brown-Forman Corp. Class B | 0.00% | 26 | $693 | New |
| NTR Nutrien Ltd. | 0.00% | 11 | $692 | New |
| DOV Dover Corp. | 0.00% | 3 | $673 | New |
| CVNA Carvana Co. | 0.00% | 10 | $658 | New |
| GPN Global Payments Inc. | 0.00% | 9 | $653 | New |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 4 | $652 | Reduce -96.8% |
| MMS Maximus Inc. | 0.00% | 12 | $645 | New |
| BAX Baxter International Inc. | 0.00% | 29 | $618 | New |
| MHK Mohawk Industries Inc. | 0.00% | 5 | $607 | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 2 | $602 | New |
| APO Apollo Global Management Inc. | 0.00% | 5 | $592 | New |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 2 | $590 | New |
| OMC Omnicom Group | 0.00% | 8 | $583 | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 32 | $579 | No change |
| DHR Danaher Corp. | 0.00% | 3 | $571 | New |
| CAVA Cava Group Inc. | 0.00% | 7 | $549 | New |
| FISV Fiserv Inc. | 0.00% | 11 | $540 | New |
| MUSA Murphy USA Inc. | 0.00% | 1 | $539 | New |
| LYB Lyondellbasell Indu Class A | 0.00% | 10 | $527 | New |
| OKLO Oklo Inc. | 0.00% | 10 | $523 | New |
| SNOW Snowflake Inc. | 0.00% | 2 | $509 | New |
| MNDY Monday.com Ltd. | 0.00% | 7 | $507 | New |
| UBER Uber Technologies Inc. | 0.00% | 7 | $505 | New |