| DFSD Dimensional Short Duration | 10.11% | 2,956,759 | $142.5M | Add +14.5% |
| DFCF Dimensional Core Fixed Inc. | 9.57% | 3,154,360 | $134.9M | Add +3.9% |
| AVLV Avantis US Large Cap Value | 6.60% | 1,286,875 | $93.0M | Add +7.5% |
| VOO Vanguard S&P 500 ETF | 5.82% | 134,048 | $82.1M | Add +16.8% |
| AVUV Avantis US Small Cap Value | 4.98% | 705,596 | $70.2M | Add +6.6% |
| DUHP Dimensional US High Profi Et | 4.97% | 1,853,805 | $70.0M | Add +20.7% |
| DFUV Dimensional US Marketwide Va | 4.06% | 1,280,572 | $57.2M | Reduce -1.4% |
| DFIV Dimensional International Va | 3.88% | 1,185,998 | $54.7M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.29% | 926,283 | $46.4M | Add +6.8% |
| AVLC Avantis US LG Cap Eq ETF | 3.26% | 600,224 | $45.9M | Add +15.0% |
| AVEM Avantis Emerging Markets Eq | 3.14% | 588,841 | $44.2M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 3.05% | 717,676 | $43.0M | Add +3.0% |
| BITB Bitwise Bitcoin ETF | 2.85% | 646,513 | $40.2M | Add +8.4% |
| DFNM Dimensional National Muni BD | 2.85% | 836,330 | $40.1M | Add +1.7% |
| AVDV Avantis Intl S/C Value ETF | 2.78% | 439,978 | $39.2M | Reduce -0.2% |
| DFAS Dimensional US Small Cap ETF | 2.75% | 565,746 | $38.7M | Reduce -2.4% |
| VTIP Vanguard Short-Term Tips | 2.27% | 633,092 | $32.1M | Reduce -25.7% |
| DFAT Dimensional US Target Value | 2.07% | 500,864 | $29.2M | Add +0.4% |
| DFAR Dimensional US Real Est ETF | 1.83% | 1,079,686 | $25.8M | Reduce -39.6% |
| DFGP Dimensional GLBL Core PL Fix | 1.09% | 277,207 | $15.4M | Add +201.4% |
| TSLA Tesla Inc. | 0.97% | 30,901 | $13.7M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 0.95% | 20,044 | $13.4M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.86% | 37,139 | $12.2M | Add +0.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.80% | 78,710 | $11.2M | Reduce -5.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.78% | 108,142 | $11.0M | Add +2.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.69% | 135,480 | $9.7M | Reduce -2.1% |
| AVMU Avantis Core Municipal Fixed | 0.69% | 211,835 | $9.7M | Reduce -11.9% |
| DFAE Dimensional Emerging Core Eq | 0.63% | 280,697 | $8.9M | Reduce -1.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.59% | 122,676 | $8.3M | Reduce -1.0% |
| AVSC Avantis US Small Cap Equity | 0.50% | 122,716 | $7.0M | Reduce -1.9% |
| AAPL Apple Inc. | 0.48% | 26,413 | $6.7M | Add +3.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.48% | 147,584 | $6.7M | Reduce -1.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.45% | 63,739 | $6.4M | Add +4.5% |
| ISCF iShares International Small | 0.41% | 139,976 | $5.8M | Reduce -2.2% |
| SCMB Schwab Municipal Bond ETF | 0.38% | 210,662 | $5.4M | Add +0.7% |
| MSTR Strategy Inc. | 0.37% | 16,092 | $5.2M | Add +2.0% |
| BSV Vanguard Short-Term Bond ETF | 0.36% | 64,498 | $5.1M | Add +10.7% |
| NVDA Nvidia Corp. | 0.36% | 26,939 | $5.0M | Add +16.6% |
| HOOD Robinhood Markets Inc. Class A | 0.31% | 30,413 | $4.4M | Add +1.0% |
| MUB iShares National Muni Bond E | 0.30% | 40,086 | $4.3M | Add +2.4% |
| DFUS Dimensional US Eq MKT ETF | 0.28% | 53,810 | $3.9M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 5,379 | $3.6M | Add +0.1% |
| AVRE Avantis Real Estate ETF | 0.23% | 73,997 | $3.3M | Reduce -10.4% |
| MSFT Microsoft Corp. | 0.23% | 6,312 | $3.3M | Reduce -0.8% |
| PHYS Sprott Physical Gold Trust | 0.19% | 88,930 | $2.6M | No change |
| BFAM Bright Horizons Family Solut | 0.19% | 24,235 | $2.6M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 12,591 | $2.6M | Reduce -1.1% |
| PSLV Sprott Physical Silver Trust | 0.18% | 165,624 | $2.6M | No change |
| SHW The Sherwin-Williams Co. | 0.18% | 7,493 | $2.6M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 12,663 | $2.4M | Add +2.0% |
| OKE Oneok Inc. | 0.16% | 31,630 | $2.3M | Reduce -0.0% |
| AGQ Proshares Ultra Silver | 0.16% | 28,783 | $2.2M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 8,163 | $2.1M | Add +2.6% |
| BIV Vanguard Intermediate-Term B | 0.15% | 26,343 | $2.1M | Reduce -0.8% |
| VNQ Vanguard Real Estate ETF | 0.14% | 22,175 | $2.0M | Reduce -55.4% |
| FLOT iShares Floating Rate Bond E | 0.14% | 38,254 | $2.0M | Add +1.2% |
| SUB iShares Short-Term National | 0.14% | 18,119 | $1.9M | Add +1.1% |
| DFAC Dimensional US Core Equity 2 | 0.14% | 49,550 | $1.9M | Reduce -0.6% |
| VLUE iShares MSCI USA Value Facto | 0.12% | 13,635 | $1.7M | Reduce -12.9% |
| XOM Exxon Mobil Corp. | 0.12% | 14,733 | $1.7M | Reduce -18.1% |
| AMZN Amazon.com Inc. | 0.12% | 7,523 | $1.7M | Add +19.0% |
| VCIT Vanguard Int-Term Corporate | 0.11% | 18,713 | $1.6M | No change |
| VGSH Vanguard Short-Term Treasury | 0.09% | 22,584 | $1.3M | Add +1.5% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.09% | 16,618 | $1.3M | Reduce -1.1% |
| TXN Texas Instruments Inc. | 0.09% | 6,679 | $1.2M | Add +83.3% |
| GLD SPDR Gold Shares | 0.08% | 3,248 | $1.2M | Add +10.6% |
| VOOV Vanguard S&P 500 Value ETF | 0.08% | 5,395 | $1.1M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.07% | 4,237 | $1.0M | Add +23.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 3,492 | $1.0M | Add +0.3% |
| METV Roundhill Ball Metaverse ETF | 0.07% | 1,340 | $984K | Add +17.6% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.07% | 40,599 | $920K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 4,900 | $894K | Add +9.7% |
| BND Vanguard Total Bond Market | 0.06% | 11,253 | $837K | Add +99.0% |
| CVX Chevron Corp. | 0.06% | 5,294 | $822K | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,740 | $815K | Add +0.9% |
| HD Home Depot Inc. | 0.06% | 1,960 | $794K | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 14,246 | $772K | Reduce -0.0% |
| SCHF Schwab Intl Equity ETF | 0.05% | 32,472 | $756K | Reduce -8.1% |
| ABBV Abbvie Inc. | 0.05% | 3,095 | $717K | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.05% | 2,268 | $715K | Add +7.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 7,861 | $706K | No change |
| SCHX Schwab US Large-Cap ETF | 0.05% | 26,708 | $703K | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.05% | 7,500 | $700K | Reduce -6.1% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.05% | 13,493 | $682K | Add +0.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.05% | 5,866 | $649K | Add +0.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 3,390 | $592K | Add +4.6% |
| BLK BlackRock Inc. | 0.04% | 506 | $590K | Add +502.4% |
| T AT&T Inc. | 0.04% | 19,698 | $556K | Add +6.0% |
| RTX RTX Corp. | 0.04% | 3,309 | $554K | Add +447.9% |
| COST Costco Wholesale Corp. | 0.04% | 551 | $510K | Reduce -2.6% |
| VUSB Vanguard Ultra Short Bond Et | 0.04% | 10,191 | $510K | No change |
| AVIG Avantis Core Fixed Income | 0.04% | 11,858 | $499K | Reduce -0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.04% | 6,492 | $498K | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,768 | $494K | Add +4.5% |
| IYW iShares Ustechnology ETF | 0.03% | 2,505 | $491K | Reduce -28.5% |
| ATO Atmos Energy Corp. | 0.03% | 2,813 | $480K | No change |
| WMT Walmart Inc. | 0.03% | 4,307 | $444K | Add +1.4% |
| JNJ Johnson & Johnson | 0.03% | 2,380 | $441K | Add +6.5% |
| LLY Eli Lilly & Co. | 0.03% | 572 | $437K | Add +14.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 8,211 | $435K | Add +0.2% |
| LNG Cheniere Energy Inc. | 0.03% | 1,741 | $409K | Add +0.3% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.03% | 3,184 | $388K | Add +0.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.03% | 4,067 | $387K | Add +0.6% |
| CAT Caterpillar Inc. | 0.03% | 810 | $386K | Add +14.6% |
| EFV iShares MSCI Eafe Value ETF | 0.03% | 5,551 | $377K | Add +9.6% |
| GRBK Green Brick Partners Inc. | 0.03% | 5,000 | $369K | No change |
| IWC iShares Micro-Cap ETF | 0.03% | 2,428 | $362K | No change |
| MCK McKesson Corp. | 0.02% | 435 | $336K | Add +0.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.02% | 2,906 | $321K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 650 | $312K | Reduce -2.4% |
| AMGN Amgen Inc. | 0.02% | 1,100 | $310K | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.02% | 1,245 | $307K | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 1,078 | $304K | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 0.02% | 9,542 | $304K | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.02% | 1,373 | $280K | Add +2.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.02% | 2,602 | $269K | Reduce -12.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 22,055 | $264K | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 2,979 | $260K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 3,228 | $258K | Add +1.1% |
| IAU iShares Gold Trust | 0.02% | 3,264 | $238K | Add +8.3% |
| WM Waste Management Inc. | 0.02% | 1,052 | $232K | Reduce -0.4% |
| OMC Omnicom Group | 0.02% | 2,747 | $224K | No change |
| EMR Emerson Electric Co. | 0.02% | 1,705 | $224K | Add +1.0% |
| OKLO Oklo Inc. | 0.02% | 2,000 | $223K | No change |
| XLF SS Financial Select Sector | 0.02% | 4,063 | $219K | No change |
| SCHA Schwab US Small-Cap ETF | 0.02% | 7,610 | $212K | No change |
| ONDS Ondas Inc. filed as ONDAS HLDGS INC | 0.01% | 26,250 | $203K | Add +61.5% |
| IVW iShares S&P 500 Growth ETF | 0.01% | 1,664 | $201K | No change |
| IWV iShares Russell 3000 ETF | 0.01% | 504 | $191K | No change |
| XLK SS Technology Select Sector | 0.01% | 659 | $186K | Reduce -60.3% |
| BA The Boeing Co. | 0.01% | 842 | $182K | Add +17.4% |
| IWB iShares Russell 1000 ETF | 0.01% | 496 | $181K | Reduce -20.0% |
| LOW Lowe's Cos Inc. | 0.01% | 714 | $179K | Add +1.6% |
| ETH Grayscale Ethereum Staking M | 0.01% | 4,522 | $177K | No change |
| DE Deere & Co. | 0.01% | 386 | $176K | Add +1.6% |
| AVGE Avantis All Eqty Mrkts ETF | 0.01% | 2,066 | $172K | Add +185.8% |
| MMM 3M Co. | 0.01% | 1,107 | $172K | Add +0.1% |
| AVSF Avantis Short-Term Fixed Inc. | 0.01% | 3,627 | $171K | Add +6.6% |
| COP Conocophillips | 0.01% | 1,801 | $170K | Add +0.7% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 2,614 | $170K | Add +18.1% |
| PG The Procter & Gamble Co. | 0.01% | 1,084 | $166K | Add +8.8% |
| VZ Verizon Communications Inc. | 0.01% | 3,752 | $165K | Add +18.1% |
| AGG iShares Core U.S. Aggregate | 0.01% | 1,624 | $163K | Add +3.0% |
| CI The Cigna Group | 0.01% | 563 | $162K | Reduce -3.6% |
| KO The Coca-Cola Co. | 0.01% | 2,396 | $159K | Add +17.1% |
| RLI Rli Corp. | 0.01% | 2,356 | $154K | No change |
| TRV The Travelers Cos Inc. | 0.01% | 538 | $150K | Add +0.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 580 | $149K | Add +1.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 1,933 | $148K | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 2,594 | $148K | No change |
| AXP American Express Co. | 0.01% | 427 | $142K | No change |
| BMNR Bitmine Immersion Technologi | 0.01% | 2,694 | $140K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 450 | $139K | No change |
| NFLX Netflix Inc. | 0.01% | 114 | $137K | Add +9.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 2,657 | $137K | Reduce -4.5% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 1,148 | $136K | Add +3.2% |
| MCD McDonald's Corp. | 0.01% | 446 | $136K | Add +1.1% |
| GLW Corning Inc. | 0.01% | 1,652 | $135K | Reduce -50.3% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 956 | $135K | No change |
| PEP Pepsico Inc. | 0.01% | 922 | $129K | Add +2.1% |
| DFAX Dimensional World Ex US Core | 0.01% | 4,071 | $128K | No change |
| WFC Wells Fargo & Co. | 0.01% | 1,507 | $126K | Add +15.2% |
| AMD Advanced Micro Devices | 0.01% | 767 | $124K | Add +48.9% |
| OMFL Invesco Russell 1000 DYN M/F | 0.01% | 2,051 | $124K | No change |
| NEE Nextera Energy Inc. | 0.01% | 1,636 | $124K | Add +3.5% |
| OGE Oge Energy Corp. | 0.01% | 2,605 | $121K | No change |
| IMTM iShares MSCI Intl Momentum F | 0.01% | 2,516 | $120K | No change |
| SBUX Starbucks Corp. | 0.01% | 1,417 | $120K | Add +7.4% |
| OVL Overlay Shares Large Cap Eq | 0.01% | 2,219 | $116K | No change |
| ICE Intercontinental Exchange Inc. | 0.01% | 681 | $115K | Add +3.0% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 225 | $109K | Add +0.5% |
| V Visa Inc. Class A | 0.01% | 319 | $109K | Add +4.6% |
| CRM Salesforce Inc. | 0.01% | 448 | $106K | Add +2.5% |
| PFE Pfizer Inc. | 0.01% | 4,170 | $106K | Reduce -77.0% |
| ETN Eaton Corp. PLC | 0.01% | 283 | $106K | Add +0.7% |
| IEMG iShares Core MSCI Emerging | 0.01% | 1,604 | $106K | Add +18.8% |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 541 | $105K | Add +3.2% |
| DISV Dimensional International SM | 0.01% | 2,890 | $103K | No change |
| PSX Phillips 66 | 0.01% | 739 | $101K | Add +0.7% |
| PNC PNC Financial Services Group | 0.01% | 500 | $100K | Add +9.4% |
| PM Philip Morris International | 0.01% | 618 | $100K | Add +0.8% |
| GSIE Goldman Sachs Activebeta Int | 0.01% | 2,414 | $99K | No change |
| CLS Celestica Inc. | 0.01% | 401 | $99K | Add +0.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 1,821 | $98K | No change |
| LHX L3HARRIS Technologies Inc. | 0.01% | 316 | $97K | Add +1.3% |
| ABT Abbott Laboratories | 0.01% | 714 | $96K | Add +0.7% |
| CL Colgate-Palmolive Co. | 0.01% | 1,173 | $94K | Reduce -1.5% |
| BX Blackstone Inc. | 0.01% | 541 | $92K | Add +0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 638 | $92K | Add +1.3% |
| DVY iShares Select Dividend ETF | 0.01% | 642 | $91K | No change |
| QRVO Qorvo Inc. | 0.01% | 1,000 | $91K | No change |
| LMND Lemonade Inc. | 0.01% | 1,700 | $91K | No change |
| DHR Danaher Corp. | 0.01% | 457 | $91K | Reduce -2.6% |
| UBER Uber Technologies Inc. | 0.01% | 910 | $89K | Add +494.8% |
| CSX CSX Corp. | 0.01% | 2,484 | $88K | Add +0.4% |
| TIDAL TRUST II | 0.01% | 6,233 | $87K | Add +53.9% |
| BTC Grayscale Bitcoin Mini ETF | 0.01% | 1,711 | $87K | No change |
| DUK Duke Energy Corp. | 0.01% | 690 | $85K | Add +0.4% |
| CP Canadian Pacific Kansas City | 0.01% | 1,121 | $84K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.01% | 5,579 | $82K | Reduce -0.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 723 | $80K | No change |
| PANW Palo Alto Networks Inc. | 0.01% | 386 | $79K | Add +3.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 995 | $78K | No change |
| EVRG Evergy Inc. | 0.01% | 1,023 | $78K | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 1,721 | $78K | Reduce -4.2% |
| MELI MercadoLibre Inc. | 0.01% | 33 | $77K | No change |
| C Citigroup Inc. | 0.01% | 749 | $76K | Add +5.3% |
| UGI Ugi Corp. | 0.01% | 2,262 | $75K | Add +0.5% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 2,530 | $75K | No change |
| CEP Cantor Equity Partners Inc. | 0.01% | 3,277 | $73K | Add +32.3% |
| DFAW Dimensional World Eqty ETF | 0.01% | 998 | $72K | Add +259.0% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.01% | 418 | $72K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 218 | $71K | No change |
| MO Altria Group Inc. | 0.01% | 1,067 | $70K | Add +2.5% |
| IJH iShares Core S&P Midcap ETF | 0.00% | 1,017 | $66K | Add +2.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 782 | $66K | Add +53.6% |
| USB US Bancorp | 0.00% | 1,321 | $64K | Add +0.2% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.00% | 624 | $63K | No change |
| LRCX Lam Research Corp. | 0.00% | 473 | $63K | Add +8.0% |
| ETHE Grayscale Ethereum Staking E | 0.00% | 1,842 | $63K | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 2,726 | $63K | Add +0.0% |
| KLAC KLA Corp. | 0.00% | 58 | $63K | Add +5.5% |
| MA Mastercard Inc. Class A | 0.00% | 110 | $62K | Add +11.1% |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 288 | $62K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 1,028 | $62K | Reduce -17.0% |
| SCHG Schwab US Large-Cap Growth | 0.00% | 1,912 | $61K | Reduce -80.7% |
| ES Eversource Energy | 0.00% | 850 | $60K | No change |
| VGT Vanguard Info Tech ETF | 0.00% | 80 | $60K | Add +17.6% |
| GEV GE Vernova Inc. | 0.00% | 96 | $59K | Add +3100.0% |
| CSCO Cisco Systems Inc. | 0.00% | 857 | $59K | Add +4.4% |
| UNH Unitedhealth Group Inc. | 0.00% | 169 | $58K | Reduce -3.4% |
| SPOT Spotify Technology SA | 0.00% | 83 | $58K | Add +69.4% |
| NI Nisource Inc. | 0.00% | 1,328 | $58K | No change |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.00% | 1,440 | $57K | No change |
| COF Capital One Financial Corp. | 0.00% | 270 | $57K | Add +350.0% |
| NRG NRG Energy Inc. | 0.00% | 352 | $57K | Add +1970.6% |
| VFQY Vanguard U.S. Quality Factor | 0.00% | 378 | $57K | Reduce -32.6% |
| MS Morgan Stanley | 0.00% | 358 | $57K | Add +3.5% |
| TYL Tyler Technologies Inc. | 0.00% | 107 | $56K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.00% | 93 | $56K | Reduce -51.6% |
| EWX State Street SPDR S&P Emergi | 0.00% | 801 | $54K | No change |
| UPS United Parcel Service Class B | 0.00% | 645 | $54K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 1,825 | $52K | Reduce -14.1% |
| DVN Devon Energy Corp. | 0.00% | 1,473 | $52K | No change |
| MRK Merck & Co. Inc. | 0.00% | 612 | $51K | Add +1.8% |
| GLDM SPDR Gold Minishares Trust | 0.00% | 662 | $51K | No change |
| EPD Enterprise Products Partners | 0.00% | 1,558 | $49K | No change |
| NKE Nike Inc. Class B | 0.00% | 691 | $48K | Add +3.4% |
| SMCI Super Micro Computer Inc. | 0.00% | 1,000 | $48K | No change |
| WMB Williams Cos Inc. | 0.00% | 756 | $48K | Add +24.1% |
| MDT Medtronic PLC | 0.00% | 501 | $48K | Add +2.2% |
| OGS One Gas Inc. | 0.00% | 586 | $47K | No change |
| FPX First Trust US Equity Opport | 0.00% | 274 | $46K | No change |
| PWB Invesco Large Cap Growth ETF | 0.00% | 362 | $45K | New |
| SAP Sap SE-Sponsored ADR | 0.00% | 170 | $45K | Add +6.9% |
| CMI Cummins Inc. | 0.00% | 105 | $44K | Add +1.0% |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 427 | $44K | No change |
| SO The Southern Co. | 0.00% | 463 | $44K | Add +2.2% |
| JGRO JPMorgan Active Growth ETF | 0.00% | 466 | $44K | No change |
| SLV iShares Silver Trust | 0.00% | 1,020 | $43K | No change |
| HIMS Hims & Hers Health Inc. | 0.00% | 760 | $43K | No change |
| TRGP Targa Resources Corp. | 0.00% | 257 | $43K | Add +27.9% |
| URI United Rentals Inc. | 0.00% | 45 | $43K | Add +2.3% |
| DFIS Dimensional International SM | 0.00% | 1,352 | $43K | No change |
| GE General Electric filed as GE AEROSPACE | 0.00% | 141 | $42K | Add +72.0% |
| AFL Aflac Inc. | 0.00% | 372 | $42K | Add +6.9% |
| SPEM State Street SP PTF Em ETF | 0.00% | 885 | $41K | No change |
| ENB Enbridge Inc. | 0.00% | 816 | $41K | No change |
| IDU iShares US Utilities ETF | 0.00% | 370 | $41K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 519 | $40K | Add +1.8% |
| SCHW Schwab (charles) Corp. | 0.00% | 422 | $40K | Add +32.3% |
| AEP American Electric Power | 0.00% | 358 | $40K | Reduce -3.2% |
| GM General Motors Co. | 0.00% | 655 | $40K | Add +5.8% |
| MLPA Global X MLP ETF | 0.00% | 821 | $40K | No change |
| YUM Yum! Brands Inc. | 0.00% | 261 | $40K | Reduce -3.0% |
| HSY The Hershey Co. | 0.00% | 211 | $39K | Add +24.1% |
| CWT California Water Service Grp | 0.00% | 846 | $39K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 706 | $38K | Reduce -1.8% |
| AOR iShares Core 60/40 Balanced | 0.00% | 594 | $38K | New |
| LMT Lockheed Martin Corp. | 0.00% | 76 | $38K | Reduce -2.6% |
| SWK Stanley Black & Decker Inc. | 0.00% | 508 | $38K | No change |
| BRO Brown & Brown Inc. | 0.00% | 399 | $37K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.00% | 922 | $37K | No change |
| BEN Franklin Templeton Inc. | 0.00% | 1,550 | $36K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 373 | $35K | Add +6.9% |
| TGT Target Corp. | 0.00% | 392 | $35K | Add +0.5% |
| CMCSA Comcast Corp. Class A | 0.00% | 1,115 | $35K | Add +2.9% |
| MTSI Macom Technology Solutions H | 0.00% | 275 | $34K | Reduce -15.4% |
| LDOS Leidos Holdings Inc. | 0.00% | 180 | $34K | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 496 | $34K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 1,231 | $32K | No change |
| ETHW Bitwise Ethereum ETF | 0.00% | 1,067 | $32K | No change |
| CBXJ Calamos Bitcoin 90 P ETF Jan | 0.00% | 1,145 | $32K | No change |
| VFC VF Corp. | 0.00% | 2,186 | $32K | No change |
| BIZD Vaneck BDC Income ETF | 0.00% | 2,060 | $31K | No change |
| IONQ Ionq Inc. | 0.00% | 500 | $31K | Add +117.4% |
| ADI Analog Devices Inc. | 0.00% | 125 | $31K | Add +1.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 31 | $30K | Add +6.9% |
| IDV iShares International Select | 0.00% | 819 | $30K | Reduce -7.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 253 | $29K | Reduce -34.5% |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 198 | $28K | Add +125.0% |
| LYB Lyondellbasell Indu Class A | 0.00% | 565 | $28K | Reduce -78.0% |
| VGK Vanguard Ftse Europe ETF | 0.00% | 347 | $28K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 624 | $27K | No change |
| KGC Kinross Gold Corp. | 0.00% | 1,062 | $26K | No change |
| HHH Howard Hughes Holdings Inc. | 0.00% | 318 | $26K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 79 | $24K | Add +2.6% |
| TEM Tempus AI Inc. Class A | 0.00% | 300 | $24K | New |
| IMST Bitwise MSTR Income Strat | 0.00% | 723 | $24K | Add +30.3% |
| DOW Dow Inc. | 0.00% | 1,044 | $24K | No change |
| GAB Gabelli Equity Trust | 0.00% | 3,917 | $24K | No change |
| RIOT Riot Platforms Inc. | 0.00% | 1,250 | $24K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.00% | 51 | $24K | No change |
| PFF iShares Preferred & Income S | 0.00% | 745 | $24K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 97 | $23K | Add +76.4% |
| TIDAL TRUST II | 0.00% | 1,093 | $23K | No change |
| OTEX Open Text Corp. | 0.00% | 618 | $23K | No change |
| ET Energy Transfer LP | 0.00% | 1,332 | $23K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.00% | 486 | $23K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 198 | $22K | No change |
| EOG EOG Resources Inc. | 0.00% | 191 | $21K | Add +2.1% |
| MDLZ Mondelez International Inc. Class A | 0.00% | 341 | $21K | Reduce -1.4% |
| FYBR Frontier Communications Pare | 0.00% | 556 | $21K | No change |
| NUTX Nutex Health Inc. | 0.00% | 200 | $21K | No change |
| PAYX Paychex Inc. | 0.00% | 163 | $21K | Add +1.2% |
| XLV SS Health Care Select Sector | 0.00% | 148 | $21K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.00% | 645 | $21K | No change |
| VLTO Veralto Corp. | 0.00% | 191 | $20K | Add +24.8% |
| CTRA Coterra Energy Inc. | 0.00% | 857 | $20K | Add +3.0% |
| SCHO Schwab Short-Term US Treas | 0.00% | 828 | $20K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 120 | $20K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 232 | $20K | No change |
| SCHB Schwab US Broad Market ETF | 0.00% | 750 | $19K | No change |
| AFFIRM HOLDINGS INC (AFRM 0 11/15/26) | 0.00% | 20,000 | $19K | No change |
| DHI D.R. Horton Inc. | 0.00% | 112 | $19K | Reduce -28.2% |
| CTVA Corteva Inc. | 0.00% | 275 | $19K | Add +3.4% |
| MSLC Ms Large Cap Equity ETF | 0.00% | 342 | $19K | New |
| PZZA Papa John's Intl Inc. | 0.00% | 381 | $18K | No change |
| IWN iShares Russell 2000 Value E | 0.00% | 100 | $18K | New |
| AVES Avantis Emerging Markets Val | 0.00% | 305 | $17K | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 208 | $17K | No change |
| NEO Neogenomics Inc. | 0.00% | 2,225 | $17K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 356 | $17K | Reduce -71.4% |
| TXRH Texas Roadhouse Inc. | 0.00% | 100 | $17K | Add +1566.7% |
| BBY Best Buy Co. Inc. | 0.00% | 219 | $17K | No change |
| AG First Majestic Silver Corp. | 0.00% | 1,327 | $16K | No change |
| MU Micron Technology Inc. | 0.00% | 97 | $16K | Add +10.2% |
| CPAY Corpay Inc. | 0.00% | 56 | $16K | Reduce -31.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 37 | $16K | Add +85.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 62 | $15K | No change |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.00% | 457 | $15K | No change |
| SEA LTD (SEALTD 0.25 09/15/26) | 0.00% | 16,000 | $15K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 159 | $15K | No change |
| HAS Hasbro Inc. | 0.00% | 200 | $15K | No change |
| CARR Carrier Global Corp. | 0.00% | 248 | $15K | Reduce -30.3% |
| NOW ServiceNow Inc. | 0.00% | 16 | $15K | Add +60.0% |
| DTE DTE Energy Company | 0.00% | 100 | $14K | No change |
| SW Smurfit Westrock PLC | 0.00% | 328 | $14K | No change |
| LIN Linde PLC | 0.00% | 29 | $14K | Add +16.0% |
| HON Honeywell International Inc. | 0.00% | 64 | $13K | Reduce -7.3% |
| KIM Kimco Realty Corp. | 0.00% | 604 | $13K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 286 | $13K | Add +29.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 33 | $13K | Add +17.9% |
| SNAP INC (SNAP 0 05/01/27) | 0.00% | 14,000 | $13K | No change |
| LUV Southwest Airlines Co. | 0.00% | 399 | $13K | Add +7.0% |
| SA Seabridge Gold Inc. | 0.00% | 524 | $13K | No change |
| FNV Franco-Nevada Corp. | 0.00% | 57 | $13K | Reduce -5.0% |
| DGS Wisdomtree Em Small Cap | 0.00% | 220 | $13K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 115 | $12K | Add +18.6% |
| AMRN Amarin Corp. PLC -ADR | 0.00% | 750 | $12K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 229 | $12K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 41 | $12K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 181 | $12K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 43 | $11K | New |
| VVR Invesco Senior Income Trust | 0.00% | 3,200 | $11K | No change |
| ELV Elevance Health Inc. | 0.00% | 34 | $11K | Reduce -22.7% |
| DON Wisdomtree US Midcap Dividen | 0.00% | 206 | $11K | No change |
| AMAT Applied Materials Inc. | 0.00% | 53 | $11K | Add +12.8% |
| ISRG Intuitive Surgical Inc. | 0.00% | 24 | $11K | Add +33.3% |
| GUARDANT HEALTH INC (GH 0 11/15/27) | 0.00% | 11,000 | $11K | No change |
| FIG Figma Inc. Class A | 0.00% | 200 | $10K | New |
| INTU Intuit Inc. | 0.00% | 15 | $10K | Add +25.0% |
| FDVV Fidelity High Dividend ETF | 0.00% | 184 | $10K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 500 | $10K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 78 | $10K | Add +18.2% |
| KKR KKR & Co. Inc. | 0.00% | 76 | $10K | Add +31.0% |
| SPGI S&P Global Inc. | 0.00% | 20 | $10K | Add +11.1% |
| MNST Monster Beverage Corp. | 0.00% | 140 | $9K | Add +30.8% |
| MDXG Mimedx Group Inc. | 0.00% | 1,270 | $9K | No change |
| ADBE Adobe Inc. | 0.00% | 25 | $9K | Add +4.2% |
| DG Dollar General Corp. | 0.00% | 84 | $9K | New |
| BP BP PLC-Spons ADR | 0.00% | 248 | $9K | Add +5.1% |
| CEG Constellation Energy | 0.00% | 26 | $8K | Add +13.0% |
| ADSK Autodesk Inc. | 0.00% | 27 | $8K | Add +22.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 162 | $8K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 33 | $8K | No change |
| JBL Jabil Inc. | 0.00% | 36 | $8K | Add +50.0% |
| UMC United Microelectron-SP ADR | 0.00% | 1,000 | $8K | No change |
| HEI Heico Corp. | 0.00% | 23 | $7K | No change |
| CVS CVS Health Corp. | 0.00% | 97 | $7K | Add +14.1% |
| ANET Arista Networks Inc. | 0.00% | 48 | $7K | Add +77.8% |
| NXPI NXP Semiconductors NV | 0.00% | 31 | $7K | Add +121.4% |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.00% | 65 | $7K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 229 | $7K | Add +18.0% |
| RELX Relx PLC - Spon ADR | 0.00% | 136 | $6K | Add +21.4% |
| FBIN Fortune Brands Innovations I | 0.00% | 118 | $6K | No change |
| TDG Transdigm Group Inc. | 0.00% | 5 | $6K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 23 | $6K | New |
| PH Parker Hannifin Corp. | 0.00% | 8 | $6K | Add +60.0% |
| MSI Motorola Solutions Inc. | 0.00% | 13 | $6K | Add +8.3% |
| SCHH Schwab US REIT ETF | 0.00% | 271 | $6K | New |
| DTM DT Midstream Inc. | 0.00% | 50 | $6K | No change |
| SHEL Shell PLC-ADR | 0.00% | 79 | $6K | Add +113.5% |
| USFD US Foods Holding Corp. | 0.00% | 73 | $6K | Add +21.7% |
| GILD Gilead Sciences Inc. | 0.00% | 49 | $5K | Add +81.5% |
| AON Aon PLC Class A | 0.00% | 15 | $5K | Add +7.1% |
| SCHD Schwab US DVD Equity ETF | 0.00% | 198 | $5K | Reduce -98.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 51 | $5K | No change |
| PGR Progressive Corp. | 0.00% | 21 | $5K | No change |
| MET Metlife Inc. | 0.00% | 62 | $5K | Reduce -12.7% |
| SHOP Shopify Inc. Class A | 0.00% | 34 | $5K | Add +70.0% |
| TT Trane Technologies PLC | 0.00% | 12 | $5K | Add +33.3% |
| CBRE CBRE Group Inc. Class A | 0.00% | 32 | $5K | Add +28.0% |
| MARA Mara Holdings Inc. | 0.00% | 274 | $5K | No change |
| UNM Unum Group | 0.00% | 63 | $5K | Reduce -8.7% |
| SAN Banco Santander SA-Spon ADR | 0.00% | 459 | $5K | Add +36.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 37 | $5K | No change |
| VST Vistra Corp. | 0.00% | 24 | $5K | Add +14.3% |
| FISV Fiserv Inc. | 0.00% | 37 | $5K | Add +76.2% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 247 | $5K | Reduce -34.7% |
| VT Vanguard Tot World STK ETF | 0.00% | 34 | $5K | Reduce -12.8% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 287 | $5K | Add +39.3% |
| AZO AutoZone Inc. | 0.00% | 1 | $4K | No change |
| SYK Stryker Corp. | 0.00% | 12 | $4K | Add +140.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 80 | $4K | Add +15.9% |
| ROST Ross Stores Inc. | 0.00% | 29 | $4K | Add +93.3% |
| ROL Rollins Inc. | 0.00% | 72 | $4K | No change |
| ACM Aecom | 0.00% | 32 | $4K | New |
| MSSM Ms Small-Mid Cap Equity ETF | 0.00% | 82 | $4K | New |
| ALLY Ally Financial Inc. | 0.00% | 106 | $4K | Add +10.4% |
| MTG Mgic Investment Corp. | 0.00% | 142 | $4K | Add +11.8% |
| IDXX Idexx Laboratories Inc. | 0.00% | 6 | $4K | Add +20.0% |
| XLE SS Energy Select Sector | 0.00% | 45 | $4K | Add +2.3% |
| FANG Diamondback Energy Inc. | 0.00% | 28 | $4K | Add +7.7% |
| MRVL Marvell Technology Inc. | 0.00% | 47 | $4K | Add +67.9% |
| DMLP Dorchester Minerals LP | 0.00% | 150 | $4K | No change |
| STT State Street Corp. | 0.00% | 33 | $4K | Add +32.0% |
| D Dominion Energy Inc. | 0.00% | 62 | $4K | Add +82.3% |
| BFH Bread Financial Holdings Inc. | 0.00% | 68 | $4K | No change |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.00% | 62 | $4K | Add +31.9% |
| VTRS Viatris Inc. | 0.00% | 370 | $4K | Add +5.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 112 | $4K | New |
| RGA Reinsurance Group of America | 0.00% | 19 | $4K | Add +137.5% |
| NVTS Navitas Semiconductor Corp. | 0.00% | 500 | $4K | No change |
| DES Wisdomtree US Smallcap Divid | 0.00% | 107 | $4K | No change |
| SEIC Sei Investments Company | 0.00% | 42 | $4K | Add +121.0% |
| PAAS Pan American Silver Corp. | 0.00% | 91 | $4K | New |
| XSCDX LMP Capital and Income Fund | 0.00% | 225 | $3K | New |
| RBA RB Global Inc. | 0.00% | 32 | $3K | No change |
| SNPS Synopsys Inc. | 0.00% | 7 | $3K | Add +75.0% |
| TTE Totalenergies SE -Spon ADR | 0.00% | 56 | $3K | Add +40.0% |
| LOPE Grand Canyon Education Inc. | 0.00% | 15 | $3K | No change |
| TEL Te Connectivity PLC | 0.00% | 15 | $3K | New |
| RF Regions Financial Corp. | 0.00% | 124 | $3K | No change |
| MPC Marathon Petroleum Corp. | 0.00% | 17 | $3K | Add +88.9% |
| ALL Allstate Corp. | 0.00% | 15 | $3K | Reduce -58.3% |
| WELL Welltower Inc. | 0.00% | 18 | $3K | Add +38.5% |
| ROK Rockwell Automation Inc. | 0.00% | 9 | $3K | New |
| EQIX Equinix Inc. | 0.00% | 4 | $3K | Add +100.0% |
| MEDP Medpace Holdings Inc. | 0.00% | 6 | $3K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.00% | 38 | $3K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 87 | $3K | No change |
| CVNA Carvana Co. | 0.00% | 8 | $3K | Add +33.3% |
| FLEX Flex Ltd. | 0.00% | 51 | $3K | New |
| BRBR Bellring Brands Inc. | 0.00% | 80 | $3K | No change |
| TFC Truist Financial Corp. | 0.00% | 63 | $3K | Add +8.6% |
| HLN Haleon PLC-ADR | 0.00% | 321 | $3K | Add +13.8% |
| TMUS T-Mobile US Inc. | 0.00% | 12 | $3K | Add +20.0% |
| BTI British American Tob-SP ADR | 0.00% | 54 | $3K | Add +38.5% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 40 | $3K | Add +33.3% |
| SYF Synchrony Financial | 0.00% | 40 | $3K | No change |
| VRSK Verisk Analytics Inc. | 0.00% | 11 | $3K | Add +22.2% |
| CFG Citizens Financial Group | 0.00% | 52 | $3K | No change |
| SMFG Sumitomo Mitsui-Spons ADR | 0.00% | 164 | $3K | Add +53.3% |
| NBIS Nebius Group NV | 0.00% | 24 | $3K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 586 | $3K | Add +37.2% |
| WDAY Workday Inc. Class A | 0.00% | 11 | $3K | Add +57.1% |
| DAL Delta Air Lines Inc. | 0.00% | 46 | $3K | Add +35.3% |
| BEAM Beam Therapeutics Inc. | 0.00% | 106 | $3K | No change |
| GWRE Guidewire Software Inc. | 0.00% | 11 | $3K | No change |
| MLM Martin Marietta Materials | 0.00% | 4 | $3K | Reduce -20.0% |
| APTV Aptiv PLC | 0.00% | 29 | $3K | New |
| JEF Jefferies Financial Group Inc. | 0.00% | 38 | $2K | New |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 100 | $2K | No change |
| MFG Mizuho Financial Group-ADR | 0.00% | 361 | $2K | Add +49.2% |
| XEL Xcel Energy Inc. | 0.00% | 30 | $2K | New |
| ENSG The Ensign Group Inc. | 0.00% | 14 | $2K | No change |
| MPWR Monolithic Power Systems Inc. | 0.00% | 3 | $2K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 12 | $2K | Add +200.0% |
| EBAY eBay Inc. | 0.00% | 25 | $2K | Add +38.9% |
| PUK Prudential PLC-ADR | 0.00% | 80 | $2K | Add +23.1% |
| GME Gamestop Corp. Class A | 0.00% | 80 | $2K | No change |
| CCJ Cameco Corp. | 0.00% | 26 | $2K | New |
| CCEP Coca-Cola Europacific Partne | 0.00% | 24 | $2K | Add +26.3% |
| MT Arcelormittal-NY Registered | 0.00% | 60 | $2K | Add +57.9% |
| MAR Marriott International Class A | 0.00% | 8 | $2K | Add +60.0% |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 7 | $2K | New |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.00% | 79 | $2K | Add +21.5% |
| PRU Prudential Financial Inc. | 0.00% | 19 | $2K | Add +26.7% |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 11 | $2K | Add +37.5% |
| RVMD Revolution Medicines Inc. | 0.00% | 41 | $2K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 52 | $2K | No change |
| AMG Affiliated Managers Group | 0.00% | 8 | $2K | Add +60.0% |
| FITB Fifth Third Bancorp | 0.00% | 41 | $2K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 4 | $2K | Add +33.3% |
| AMBA Ambarella Inc. | 0.00% | 22 | $2K | No change |
| FCNCA First Citizens Bcshs Class A | 0.00% | 1 | $2K | No change |
| ALLE Allegion PLC | 0.00% | 10 | $2K | New |
| PNR Pentair PLC | 0.00% | 16 | $2K | Add +23.1% |
| ARGX Argenx SE - ADR | 0.00% | 2 | $2K | Add +100.0% |
| NNDM Nano Dimension Ltd. - ADR | 0.00% | 1,115 | $2K | No change |
| GEHC GE Healthcare Technology | 0.00% | 23 | $2K | New |
| LH Labcorp Holdings Inc. | 0.00% | 6 | $2K | New |
| KD Kyndryl Holdings Inc. | 0.00% | 56 | $2K | No change |
| LPLA LPL Financial Holdings Inc. | 0.00% | 5 | $2K | New |
| DASH DoorDash Inc. Class A | 0.00% | 6 | $2K | No change |
| NEM Newmont Corp. | 0.00% | 19 | $2K | Add +26.7% |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 13 | $2K | Add +85.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 8 | $2K | Add +166.7% |
| TTEK Tetra Tech Inc. | 0.00% | 47 | $2K | New |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 21 | $2K | New |
| EQNR Equinor ASA-Spon ADR | 0.00% | 63 | $2K | Add +14.6% |
| R Ryder System Inc. | 0.00% | 8 | $2K | Add +33.3% |
| FICO Fair Isaac Corp. | 0.00% | 1 | $1K | No change |
| MGM MGM Resorts International | 0.00% | 43 | $1K | No change |
| SOLV Solventum Corp. | 0.00% | 20 | $1K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 16 | $1K | Add +100.0% |
| ORI Old Republic Intl Corp. | 0.00% | 34 | $1K | Add +47.8% |
| MLI Mueller Industries Inc. | 0.00% | 14 | $1K | No change |
| OC Owens Corning | 0.00% | 10 | $1K | Add +25.0% |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 70 | $1K | New |
| DJT Trump Media & Technology Gro | 0.00% | 85 | $1K | No change |
| ECL Ecolab Inc. | 0.00% | 5 | $1K | Add +25.0% |
| WBD Warner Bros Discovery Inc. | 0.00% | 69 | $1K | Add +40.8% |
| FTAI Ftai Aviation Ltd. | 0.00% | 8 | $1K | Add +14.3% |
| DKS Dick's Sporting Goods Inc. | 0.00% | 6 | $1K | New |
| FND Floor & Decor Holdings Inc. Class A | 0.00% | 18 | $1K | No change |
| K Kellanova | 0.00% | 16 | $1K | Add +14.3% |
| APP AppLovin Corp. Class A | 0.00% | 2 | $1K | New |
| EME Emcor Group Inc. | 0.00% | 2 | $1K | New |
| KNSL Kinsale Capital Group Inc. | 0.00% | 3 | $1K | No change |
| RNR Renaissancere Holdings Ltd. | 0.00% | 5 | $1K | New |
| UTHR United Therapeutics Corp. | 0.00% | 3 | $1K | New |
| NDAQ Nasdaq Inc. | 0.00% | 14 | $1K | New |
| CMS CMS Energy Corp. | 0.00% | 17 | $1K | New |
| WY Weyerhaeuser Co. | 0.00% | 49 | $1K | Reduce -5.8% |
| AER Aercap Holdings NV | 0.00% | 10 | $1K | New |
| RJF Raymond James Financial Inc. | 0.00% | 7 | $1K | No change |
| AGCO Agco Corp. | 0.00% | 11 | $1K | New |
| EXE Expand Energy Corp. | 0.00% | 11 | $1K | New |
| CASY Casey's General Stores Inc. | 0.00% | 2 | $1K | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 12 | $1K | Add +100.0% |
| GDDY GoDaddy Inc. Class A | 0.00% | 8 | $1K | No change |
| PHIN Phinia Inc. | 0.00% | 19 | $1K | Add +35.7% |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.00% | 132 | $1K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 44 | $1K | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.00% | 34 | $1K | No change |
| BURL Burlington Stores Inc. | 0.00% | 4 | $1K | New |
| HOLX Hologic Inc. | 0.00% | 15 | $1K | New |
| CPT Camden Property Trust | 0.00% | 9 | $1K | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.00% | 138 | $1K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 3 | $987 | New |
| PR Permian Resources Corp. Class A | 0.00% | 77 | $986 | New |
| SNX TD Synnex Corp. | 0.00% | 6 | $983 | New |
| TOL Toll Brothers Inc. | 0.00% | 7 | $967 | Add +40.0% |
| PRMB Primo Brands Corp. | 0.00% | 42 | $929 | New |
| PODD Insulet Corp. | 0.00% | 3 | $927 | No change |
| INTC Intel Corp. | 0.00% | 27 | $912 | Add +0.0% |
| CRS Carpenter Technology | 0.00% | 4 | $902 | Add +33.3% |
| PCAR Paccar Inc. | 0.00% | 9 | $885 | Reduce -77.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 17 | $834 | No change |
| CNQ Canadian Natural Resources | 0.00% | 25 | $801 | New |
| IQLT iShares MSCI International Q | 0.00% | 18 | $796 | No change |
| PDD PDD Holdings Inc. | 0.00% | 6 | $794 | Reduce -33.3% |
| UNP Union Pacific Corp. | 0.00% | 3 | $771 | Reduce -75.0% |
| KDP Keurig Dr Pepper Inc. | 0.00% | 30 | $755 | Reduce -68.1% |
| FE Firstenergy Corp. | 0.00% | 16 | $734 | New |
| KVUE Kenvue Inc. | 0.00% | 44 | $715 | Reduce -79.4% |
| EXEL Exelixis Inc. | 0.00% | 17 | $703 | New |
| FIS Fidelity National Info Serv | 0.00% | 10 | $682 | Reduce -23.1% |
| RMD Resmed Inc. | 0.00% | 2 | $646 | New |
| NET Cloudflare Inc. Class A | 0.00% | 3 | $644 | New |
| RBLX Roblox Corp. Class A | 0.00% | 5 | $634 | Reduce -58.3% |
| GH Guardant Health Inc. | 0.00% | 10 | $625 | No change |
| CART Maplebear Inc. | 0.00% | 17 | $625 | New |
| BN Brookfield Corp. | 0.00% | 9 | $618 | Reduce -43.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 1 | $604 | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 9 | $604 | New |
| IQV Iqvia Holdings Inc. | 0.00% | 3 | $593 | New |
| REGN Regeneron Pharmaceuticals | 0.00% | 1 | $580 | New |
| RDDT Reddit Inc. Class A | 0.00% | 2 | $564 | No change |
| ILMN Illumina Inc. | 0.00% | 6 | $553 | New |
| ALAB Astera Labs Inc. | 0.00% | 3 | $551 | New |
| MGA Magna International Inc. | 0.00% | 12 | $549 | New |
| TTWO Take-Two Interactive Softwre | 0.00% | 2 | $517 | Add +100.0% |
| EFX Equifax Inc. | 0.00% | 2 | $514 | No change |
| KEY Keycorp | 0.00% | 27 | $505 | Reduce -27.0% |
| ROP Roper Technologies Inc. | 0.00% | 1 | $499 | New |
| ZTS Zoetis Inc. | 0.00% | 3 | $495 | Reduce -70.0% |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 5 | $490 | No change |
| INGR Ingredion Inc. | 0.00% | 4 | $489 | No change |
| GEN Gen Digital Inc. | 0.00% | 17 | $483 | Reduce -51.4% |
| NWG Natwest Group PLC -Spon ADR | 0.00% | 34 | $476 | Reduce -65.3% |
| GFL GFL Environmental Inc.-Sub VT | 0.00% | 10 | $474 | New |
| STX Seagate Technology Holdings | 0.00% | 2 | $473 | New |
| KT KT Corp.-SP ADR | 0.00% | 24 | $468 | Reduce -22.6% |
| TAK Takeda Pharmaceutic-SP ADR | 0.00% | 31 | $448 | New |
| SN Sharkninja Inc. | 0.00% | 4 | $431 | New |
| INCY Incyte Corp. | 0.00% | 5 | $425 | New |
| EW Edwards Lifesciences Corp. | 0.00% | 5 | $424 | New |
| OTIS Otis Worldwide Corp. | 0.00% | 5 | $423 | Reduce -66.7% |
| DINO HF Sinclair Corp. | 0.00% | 8 | $417 | New |
| PWR Quanta Services Inc. | 0.00% | 1 | $415 | New |
| UAL United Airlines Holdings Inc. | 0.00% | 4 | $390 | New |
| ULTA Ulta Beauty Inc. | 0.00% | 1 | $383 | New |
| CPB The Campbell's Company | 0.00% | 12 | $381 | New |
| ARW Arrow Electronics Inc. | 0.00% | 3 | $363 | New |
| FSLR First Solar Inc. | 0.00% | 2 | $356 | New |
| PAG Penske Automotive Group Inc. | 0.00% | 2 | $348 | New |
| SNA Snap-on Inc. | 0.00% | 1 | $347 | New |
| CELH Celsius Holdings Inc. | 0.00% | 6 | $345 | New |
| ONC Beone Medicines Ltd.-ADR | 0.00% | 1 | $341 | New |
| CCL Carnival Corp. | 0.00% | 12 | $338 | New |
| AR Antero Resources Corp. | 0.00% | 10 | $336 | New |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 6 | $328 | Reduce -99.7% |
| HOPE Hope Bancorp Inc. | 0.00% | 30 | $324 | New |
| HDB HDFC Bank Ltd.-ADR | 0.00% | 9 | $317 | Reduce -78.6% |
| BKR Baker Hughes Co. | 0.00% | 6 | $299 | New |
| CME Cme Group Inc. | 0.00% | 1 | $298 | Reduce -50.0% |
| XYL Xylem Inc. | 0.00% | 2 | $295 | Reduce -66.7% |
| GGZ Gabelli Global Small & M | 0.00% | 20 | $289 | New |
| TSCO Tractor Supply Company | 0.00% | 5 | $285 | Reduce -66.7% |
| OVV Ovintiv Inc. | 0.00% | 7 | $283 | New |
| OKTA Okta Inc. | 0.00% | 3 | $281 | Reduce -40.0% |
| RS Reliance Inc. | 0.00% | 1 | $281 | New |
| NTR Nutrien Ltd. | 0.00% | 5 | $279 | New |
| LYFT LYFT Inc. Class A | 0.00% | 12 | $264 | New |
| ITW Illinois Tool Works | 0.00% | 1 | $261 | Reduce -87.5% |
| ADAM Adamas Trust Inc. | 0.00% | 37 | $258 | No change |
| CSGP Costar Group Inc. | 0.00% | 3 | $254 | New |
| ALV Autoliv Inc. | 0.00% | 2 | $250 | New |
| GPN Global Payments Inc. | 0.00% | 3 | $249 | New |
| ABNB Airbnb Inc. Class A | 0.00% | 2 | $244 | Reduce -71.4% |
| RSG Republic Services Inc. | 0.00% | 1 | $230 | Reduce -66.7% |
| WRBY Warby Parker Inc. Class A | 0.00% | 8 | $221 | New |
| COIN Coinbase Global Inc. Class A | 0.00% | 1 | $213 | New |
| STNG Scorpio Tankers Inc. | 0.00% | 4 | $212 | New |
| SPB Spectrum Brands Holdings Inc. | 0.00% | 4 | $211 | New |
| VTR Ventas Inc. | 0.00% | 3 | $210 | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 2 | $208 | New |
| OGN Organon & Co. | 0.00% | 19 | $206 | New |
| UHS Universal Health Services-B | 0.00% | 1 | $205 | Reduce -66.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 2 | $204 | Reduce -33.3% |
| WPC WP Carey Inc. | 0.00% | 3 | $203 | New |
| NXST Nexstar Media Group Inc. | 0.00% | 1 | $198 | New |
| AS Amer Sports Inc. | 0.00% | 6 | $198 | New |
| AME Ametek Inc. | 0.00% | 1 | $188 | Reduce -85.7% |
| UDR Udr Inc. | 0.00% | 5 | $187 | New |
| FERG Ferguson Enterprises Inc. | 0.00% | 1 | $176 | New |
| DLR Digital Realty Trust Inc. | 0.00% | 1 | $173 | Reduce -80.0% |
| ZION Zions Bancorp NA | 0.00% | 3 | $170 | Reduce -62.5% |
| FTNT Fortinet Inc. | 0.00% | 2 | $169 | Reduce -50.0% |
| OHI Omega Healthcare Investors | 0.00% | 4 | $169 | New |
| TXT Textron Inc. | 0.00% | 2 | $169 | New |
| CROX Crocs Inc. | 0.00% | 2 | $168 | Reduce -66.7% |
| JHX James Hardie Ind PLC | 0.00% | 9 | $168 | New |
| DOX Amdocs Ltd. | 0.00% | 2 | $165 | New |
| PINS Pinterest Inc. Class A | 0.00% | 5 | $161 | New |
| EXC Exelon Corp. | 0.00% | 4 | $160 | Reduce -73.3% |
| FIVE Five Below | 0.00% | 1 | $157 | New |
| LBRDK Liberty Broadband-C | 0.00% | 2 | $157 | Reduce -75.0% |
| TS Tenaris SA-ADR | 0.00% | 4 | $154 | New |
| CBT Cabot Corp. | 0.00% | 2 | $153 | New |
| BALL Ball Corp. | 0.00% | 3 | $152 | New |
| BNTX Biontech SE-ADR | 0.00% | 2 | $152 | New |
| RRX Regal Rexnord Corp. | 0.00% | 1 | $151 | New |
| YUMC Yum China Holdings Inc. | 0.00% | 3 | $148 | Reduce -80.0% |
| MCHP Microchip Technology Inc. | 0.00% | 2 | $144 | New |
| DDOG Datadog Inc. Class A | 0.00% | 1 | $143 | New |
| EXR Extra Space Storage Inc. | 0.00% | 1 | $141 | New |
| CAR Avis Budget Group Inc. | 0.00% | 1 | $140 | New |
| FNB FNB Corp. | 0.00% | 8 | $129 | New |
| TER Teradyne Inc. | 0.00% | 1 | $120 | New |
| CCK Crown Holdings Inc. | 0.00% | 1 | $109 | New |
| SPR Spirit Aerosystems Hold Class A | 0.00% | 3 | $108 | New |
| AFRM Affirm Holdings Inc. | 0.00% | 1 | $106 | New |
| ARE Alexandria Real Estate Equit | 0.00% | 1 | $101 | New |
| ELAN Elanco Animal Health Inc. | 0.00% | 5 | $98 | New |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 2 | $98 | Reduce -99.9% |
| STLA Stellantis NV | 0.00% | 10 | $97 | New |
| TEAM Atlassian Corp. Class A | 0.00% | 1 | $95 | Reduce -50.0% |
| UAA Under Armour Inc. Class A | 0.00% | 18 | $89 | New |
| GMAB Genmab A/S -SP ADR | 0.00% | 3 | $87 | New |
| GGG Graco Inc. | 0.00% | 1 | $85 | New |
| TGNA Tegna Inc. | 0.00% | 4 | $79 | New |
| ATKR Atkore Inc. | 0.00% | 1 | $78 | New |
| VKTX Viking Therapeutics Inc. | 0.00% | 3 | $73 | New |
| JAZZ Jazz Pharmaceuticals PLC | 0.00% | 1 | $68 | New |
| SABR Sabre Corp. | 0.00% | 35 | $65 | No change |
| GT Goodyear Tire & Rubber Co. | 0.00% | 8 | $61 | New |
| NBB Nuveen Taxable Municipal Inc. | 0.00% | 3 | $49 | No change |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.00% | 1 | $32 | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 1 | $30 | New |
| DNUT Krispy Kreme Inc. | 0.00% | 6 | $24 | No change |
| AAL American Airlines Group Inc. | 0.00% | 1 | $9 | Reduce -95.5% |