| SCHD Schwab US DVD Equity ETF | 5.20% | 3,205,319 | $101.6M | Add +7.0% |
| SCHG Schwab US Large-Cap Growth | 4.92% | 2,842,453 | $96.2M | Add +9.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.87% | 1,106,002 | $95.3M | Reduce -2.6% |
| PJFG Pgim Jennison Focused Growth | 4.17% | 702,506 | $81.5M | Reduce -2.9% |
| JBND JPMorgan Active Bond ETF | 3.92% | 1,431,811 | $76.6M | Reduce -0.8% |
| SCHX Schwab US Large-Cap ETF | 3.50% | 2,326,585 | $68.5M | Reduce -1.7% |
| LMBS First Trust Low Duration Opp | 2.90% | 1,139,455 | $56.7M | Add +1.0% |
| AAPL Apple Inc. | 2.25% | 152,260 | $44.1M | Reduce -2.5% |
| JCPB JPMorgan Core Plus Bond ETF | 2.24% | 934,157 | $43.8M | Add +6.7% |
| RAAX Vaneck Real Assets ETF | 1.94% | 955,885 | $37.9M | Add +18.0% |
| HTRB Hartford TTL RTRN BND ETF | 1.69% | 978,480 | $33.0M | Add +9.7% |
| PYLD PIMCO Multisector Bond Actv | 1.55% | 1,143,208 | $30.3M | Reduce -0.8% |
| NVDA Nvidia Corp. | 1.45% | 141,469 | $28.3M | Add +10.6% |
| CHRW C.H. Robinson Worldwide Inc. | 1.31% | 136,255 | $25.7M | Reduce -0.8% |
| FBT First Trust Nyse Arca Biotec | 1.30% | 102,351 | $25.4M | Reduce -2.0% |
| DFAE Dimensional Emerging Core Eq | 1.28% | 623,436 | $25.1M | Add +8.5% |
| DFAI Dimensional International Co. | 1.26% | 596,873 | $24.6M | Add +8.8% |
| BOND PIMCO Active Bond Exchange-T | 1.13% | 239,458 | $22.1M | Reduce -0.6% |
| AVMC Avantis US Mid Cap Eq ETF | 1.11% | 269,524 | $21.6M | Add +10.4% |
| AMZN Amazon.com Inc. | 0.98% | 80,239 | $19.1M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 0.93% | 51,162 | $18.3M | Reduce -2.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.91% | 81,743 | $17.8M | Reduce -1.9% |
| AVEM Avantis Emerging Markets Eq | 0.87% | 177,096 | $17.1M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.85% | 24,165 | $16.6M | Reduce -5.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 22,190 | $16.6M | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 21,635 | $15.9M | Reduce -0.2% |
| FESM Fidelity Enhanced Small Cap | 0.79% | 318,779 | $15.4M | Add +1.4% |
| WCMI FT WCM International ETF | 0.79% | 785,432 | $15.4M | Reduce -0.1% |
| FEOE First Eagle Overseas Eq ETF | 0.77% | 283,724 | $15.2M | Reduce -1.4% |
| NPFI Nuveen Preferred & Income | 0.77% | 574,054 | $15.0M | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.73% | 38,384 | $14.3M | Reduce -4.2% |
| HODL Vaneck Bitcoin ETF | 0.70% | 828,848 | $13.8M | Reduce -3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.70% | 17,978 | $13.7M | Reduce -3.2% |
| COST Costco Wholesale Corp. | 0.67% | 13,989 | $13.1M | Reduce -2.2% |
| SMMD iShares Russell 2500 ETF | 0.67% | 142,271 | $13.0M | Reduce -0.8% |
| AVSC Avantis US Small Cap Equity | 0.63% | 166,979 | $12.2M | Add +9.1% |
| DDOG Datadog Inc. Class A | 0.60% | 44,935 | $11.7M | Reduce -5.4% |
| HWKN Hawkins Inc. | 0.55% | 76,257 | $10.8M | Add +8.9% |
| JNJ Johnson & Johnson | 0.52% | 39,841 | $10.1M | Reduce -1.1% |
| VLO Valero Energy Corp. | 0.51% | 38,101 | $9.9M | Reduce -4.1% |
| DFCF Dimensional Core Fixed Inc. | 0.48% | 222,462 | $9.4M | Reduce -9.4% |
| FFIV F5 Inc. | 0.47% | 22,293 | $9.3M | Reduce -4.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 32,864 | $9.2M | Reduce -6.5% |
| WMT Walmart Inc. | 0.46% | 79,703 | $9.0M | Reduce -4.0% |
| MA Mastercard Inc. Class A | 0.45% | 17,306 | $8.9M | Reduce -3.0% |
| EMB iShares JP Morgan Usd Emergi | 0.43% | 87,545 | $8.4M | Add +9.4% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.43% | 441,919 | $8.4M | Add +9.4% |
| META Meta Platforms Inc. Class A | 0.43% | 14,904 | $8.4M | Add +9.9% |
| DFAC Dimensional US Core Equity 2 | 0.43% | 188,069 | $8.3M | Add +0.7% |
| GEQ Cambria Global Ew 2 ETF | 0.42% | 161,649 | $8.3M | New |
| V Visa Inc. Class A | 0.41% | 23,628 | $8.1M | Reduce -11.5% |
| LLY Eli Lilly & Co. | 0.40% | 6,514 | $7.8M | Reduce -0.4% |
| ALL Allstate Corp. | 0.39% | 32,192 | $7.7M | Reduce -3.1% |
| QCOM Qualcomm Inc. | 0.39% | 41,234 | $7.6M | Reduce -3.9% |
| LYV Live Nation Entertainment Inc. | 0.39% | 41,243 | $7.6M | Reduce -3.4% |
| IJUL Innovator International Deve | 0.37% | 199,418 | $7.2M | Reduce -2.4% |
| UJUN Innovator U.S. Equity Ultra | 0.36% | 185,198 | $7.1M | Add +5.5% |
| CB Chubb Ltd. | 0.36% | 20,637 | $7.0M | Reduce -2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 18,918 | $7.0M | Add +0.7% |
| EOG EOG Resources Inc. | 0.35% | 52,517 | $6.8M | Reduce -4.4% |
| TTWO Take-Two Interactive Softwre | 0.35% | 27,185 | $6.8M | Reduce -3.4% |
| SCHF Schwab Intl Equity ETF | 0.34% | 240,489 | $6.7M | Reduce -7.7% |
| EXPD Expeditors Intl Wash Inc. | 0.34% | 40,266 | $6.6M | Reduce -2.7% |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 0.33% | 78,245 | $6.5M | Reduce -3.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 42,885 | $6.5M | Reduce -3.0% |
| ECL Ecolab Inc. | 0.33% | 23,004 | $6.4M | Reduce -2.9% |
| CDW CDW Corp. | 0.32% | 44,916 | $6.3M | Reduce -5.1% |
| HIG Hartford Insurance Group Inc. | 0.32% | 47,556 | $6.3M | Reduce -2.5% |
| FE Firstenergy Corp. | 0.32% | 130,599 | $6.2M | Reduce -3.3% |
| IWY iShares Russell Top 200 Grow | 0.30% | 20,505 | $6.0M | Reduce -7.0% |
| TEL Te Connectivity PLC | 0.30% | 28,892 | $5.8M | Reduce -2.9% |
| GILD Gilead Sciences Inc. | 0.30% | 46,072 | $5.8M | Reduce -2.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.29% | 212,315 | $5.6M | Reduce -4.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.29% | 64,100 | $5.6M | Add +0.8% |
| T AT&T Inc. | 0.28% | 265,107 | $5.5M | Reduce -3.4% |
| CTAS Cintas Corp. | 0.28% | 32,008 | $5.4M | Reduce -3.1% |
| ABT Abbott Laboratories | 0.28% | 59,977 | $5.4M | Reduce -2.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.28% | 120,024 | $5.4M | Add +2.0% |
| BND Vanguard Total Bond Market | 0.27% | 73,227 | $5.4M | Add +12.4% |
| KR Kroger Co. | 0.27% | 96,626 | $5.4M | Reduce -3.3% |
| NTAP Netapp Inc. | 0.27% | 33,808 | $5.2M | Add +1259.4% |
| TSLA Tesla Inc. | 0.26% | 12,308 | $5.2M | Add +1.4% |
| COR Cencora Inc. | 0.26% | 18,257 | $5.2M | Reduce -1.4% |
| AOS Smith (a.o.) Corp. | 0.26% | 79,756 | $5.0M | Reduce -2.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.25% | 110,804 | $4.9M | Reduce -8.3% |
| GOOG Alphabet Inc. Class C | 0.25% | 13,697 | $4.8M | Reduce -1.3% |
| GEW Cambria Global Ew ETF | 0.24% | 84,265 | $4.6M | No change |
| ADSK Autodesk Inc. | 0.23% | 22,828 | $4.4M | Reduce -4.9% |
| HD Home Depot Inc. | 0.23% | 12,570 | $4.4M | Reduce -4.4% |
| BSCS Invesco Bulletshares 2028 CB | 0.22% | 216,040 | $4.4M | Reduce -4.6% |
| DFAW Dimensional World Eqty ETF | 0.22% | 52,274 | $4.3M | Add +0.8% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 68,223 | $4.3M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 0.21% | 12,783 | $4.2M | Add +0.3% |
| BR Broadridge Financial Solutio | 0.21% | 30,434 | $4.2M | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.21% | 9,944 | $4.1M | Reduce -15.0% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 57,151 | $4.1M | Reduce -6.7% |
| DFUS Dimensional US Eq MKT ETF | 0.20% | 48,728 | $4.0M | Add +1.7% |
| ROL Rollins Inc. | 0.20% | 93,024 | $3.9M | Reduce -3.5% |
| CAT Caterpillar Inc. | 0.20% | 3,646 | $3.9M | Add +23.0% |
| MU Micron Technology Inc. | 0.20% | 3,356 | $3.9M | Reduce -5.7% |
| GMUB GS Municipal Income ETF | 0.20% | 74,142 | $3.8M | Add +9.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.19% | 192,644 | $3.8M | Reduce -3.0% |
| AVGO Broadcom Inc. | 0.19% | 9,980 | $3.8M | Add +0.2% |
| EJUL Innovator Emerging Markets P | 0.19% | 117,316 | $3.7M | Reduce -3.0% |
| FTNT Fortinet Inc. | 0.19% | 23,599 | $3.6M | New |
| BA The Boeing Co. | 0.19% | 16,743 | $3.6M | No change |
| ABBV Abbvie Inc. | 0.18% | 14,283 | $3.6M | Add +0.4% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.18% | 122,097 | $3.6M | No change |
| UDEC Innovator U.S. Equity Ultra | 0.18% | 83,354 | $3.5M | Reduce -5.7% |
| GSST Goldman Sachs Ultra Short Bo | 0.17% | 66,172 | $3.3M | Reduce -3.2% |
| ADBE Adobe Inc. | 0.17% | 16,154 | $3.3M | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.17% | 166,080 | $3.2M | Reduce -3.9% |
| RISR Foliobe Altr In&in H ETF-Usd | 0.16% | 87,124 | $3.2M | Add +4.6% |
| XLK SS Technology Select Sector | 0.15% | 15,378 | $2.9M | Reduce -6.8% |
| USSH Wisdomtree 1-3 Y Lad TRY FD | 0.15% | 58,198 | $2.9M | Add +10.4% |
| XEL Xcel Energy Inc. | 0.15% | 35,574 | $2.9M | Reduce -0.1% |
| CHD Church & Dwight Co. Inc. | 0.14% | 28,512 | $2.8M | Reduce -4.3% |
| XLP SS Consumer Staples Sel Sect | 0.14% | 33,242 | $2.8M | Reduce -1.4% |
| CGCB Cap Group Core Bond | 0.14% | 104,974 | $2.7M | Add +4.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.14% | 51,406 | $2.7M | Add +53.9% |
| DFAX Dimensional World Ex US Core | 0.14% | 72,355 | $2.7M | Add +7.1% |
| DCI Donaldson Co. Inc. | 0.14% | 29,630 | $2.7M | Reduce -0.7% |
| SCHV Schwab US Large-Cap Value | 0.14% | 76,372 | $2.7M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 0.13% | 3,498 | $2.6M | Add +2.8% |
| DFIC Dimensional International Co. | 0.13% | 69,247 | $2.6M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.13% | 18,700 | $2.6M | Add +6.8% |
| PH Parker Hannifin Corp. | 0.13% | 2,601 | $2.5M | Add +4.0% |
| CION Cion Investment Corp. | 0.13% | 404,493 | $2.5M | Reduce -0.6% |
| PANW Palo Alto Networks Inc. | 0.13% | 7,247 | $2.5M | Reduce -2.0% |
| KJUL Innovator U.S. Small Cap Pow | 0.12% | 71,588 | $2.4M | Reduce -0.9% |
| UMAR Innovator U.S. Equity Ultra | 0.12% | 57,494 | $2.4M | Reduce -0.7% |
| UAPR Innovator U.S. Equity Ultra | 0.12% | 68,887 | $2.4M | Reduce -8.8% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.12% | 45,045 | $2.4M | Reduce -19.9% |
| FLQM Franklin U.S. Mid Cap Multif | 0.12% | 41,225 | $2.4M | Reduce -6.2% |
| DFAS Dimensional US Small Cap ETF | 0.12% | 28,886 | $2.4M | Reduce -2.5% |
| UJUL Innovator U.S. Equity Ultra | 0.12% | 57,745 | $2.4M | Add +3.3% |
| AMD Advanced Micro Devices | 0.12% | 4,026 | $2.3M | Add +2.1% |
| IRT Independence Realty Trust Inc. | 0.12% | 138,840 | $2.3M | Reduce -2.7% |
| XLV SS Health Care Select Sector | 0.12% | 14,390 | $2.3M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.12% | 4,467 | $2.3M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 9,587 | $2.3M | Add +30.2% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 5,961 | $2.2M | Add +17.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 4,626 | $2.2M | Add +2.6% |
| AGG iShares Core U.S. Aggregate | 0.11% | 21,739 | $2.2M | Reduce -11.0% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.11% | 38,619 | $2.1M | No change |
| FBND Fidelity Total Bond ETF | 0.11% | 46,609 | $2.1M | Add +0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 6,078 | $2.1M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 6,807 | $2.1M | Reduce -7.9% |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 20,480 | $2.1M | Reduce -3.1% |
| JPST JPMorgan Ultra-Short Income | 0.10% | 40,556 | $2.1M | Add +16.7% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 33,827 | $2.0M | Reduce -6.4% |
| IJUN Innov Intl Dev PB ETF - June | 0.10% | 63,797 | $2.0M | Add +11.9% |
| RSPH Invesco S&P 500 Equal Weight | 0.10% | 59,353 | $2.0M | Reduce -1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 3,916 | $2.0M | Reduce -5.9% |
| RPG Invesco S&P 500 Pure Growth | 0.10% | 30,674 | $2.0M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 0.10% | 16,245 | $1.9M | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 61,733 | $1.9M | Reduce -0.8% |
| DLN Wisdomtree US Largecap Divid | 0.10% | 19,857 | $1.9M | Add +0.1% |
| IOCT Innovator Int Dev Power Buff | 0.10% | 51,685 | $1.9M | Reduce -1.6% |
| DFLV Dim US Large Cap Value ETF | 0.10% | 48,235 | $1.9M | Reduce -2.9% |
| UAUG Innovator U.S. Equity Ultra | 0.09% | 43,839 | $1.8M | Reduce -23.1% |
| HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS | 0.09% | 79,284 | $1.8M | Reduce -12.3% |
| DFAU Dimensional US Core Equity M | 0.09% | 34,710 | $1.8M | Reduce -25.0% |
| IAU iShares Gold Trust | 0.09% | 23,049 | $1.7M | Add +21.0% |
| IDEC Inno Int Dev Power Buff Dec | 0.09% | 49,079 | $1.7M | Reduce -0.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.09% | 20,353 | $1.7M | Reduce -11.6% |
| OPRT Oportun Financial Corp. | 0.09% | 291,041 | $1.7M | Add +19.5% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.08% | 9,393 | $1.7M | Add +0.5% |
| EOCT Innovator Emer MKT PWR Buff | 0.08% | 48,418 | $1.7M | Reduce -0.7% |
| JPIB JPMorgan Intl BND ETF | 0.08% | 34,127 | $1.7M | Reduce -1.6% |
| UFEB Innovator U.S. Equity Ultra | 0.08% | 41,919 | $1.6M | Reduce -11.9% |
| ETN Eaton Corp. PLC | 0.08% | 3,784 | $1.6M | Reduce -0.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.08% | 18,372 | $1.6M | Reduce -8.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.08% | 15,481 | $1.6M | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.08% | 4,021 | $1.6M | Reduce -0.0% |
| DFIV Dimensional International Va | 0.08% | 29,516 | $1.6M | Add +5.8% |
| IQLT iShares MSCI International Q | 0.08% | 31,162 | $1.5M | Reduce -4.5% |
| SSO Proshares Ultra S&P500 | 0.08% | 22,522 | $1.5M | Reduce -1.4% |
| DBL Doubleline Opport Credit | 0.08% | 103,409 | $1.5M | Reduce -2.1% |
| CGMU Cap Group Municipal Income | 0.08% | 54,028 | $1.5M | Add +7.2% |
| MMM 3M Co. | 0.08% | 9,096 | $1.5M | Reduce -1.9% |
| GEV GE Vernova Inc. | 0.07% | 1,222 | $1.4M | Add +3.5% |
| MDT Medtronic PLC | 0.07% | 18,037 | $1.4M | Reduce -0.1% |
| UOCT Innovator U.S. Equity Ultra | 0.07% | 34,116 | $1.4M | No change |
| VXUS Vanguard Total Intl Stock | 0.07% | 16,312 | $1.4M | Reduce -0.4% |
| IAPR Innovator International Deve | 0.07% | 41,945 | $1.4M | Reduce -3.0% |
| USFR Wisdomtree Floating Rate Tre | 0.07% | 27,564 | $1.4M | Reduce -1.9% |
| GLD SPDR Gold Shares | 0.07% | 3,740 | $1.4M | Add +2.9% |
| NFLX Netflix Inc. | 0.07% | 18,394 | $1.3M | Add +2.2% |
| AMGN Amgen Inc. | 0.07% | 3,591 | $1.3M | Reduce -2.3% |
| GS Goldman Sachs Group Inc. | 0.07% | 1,270 | $1.3M | Reduce -3.2% |
| RZG Invesco S&P Smallcap 600 Pur | 0.07% | 17,525 | $1.3M | Reduce -2.2% |
| INTC Intel Corp. | 0.06% | 9,070 | $1.3M | Reduce -0.1% |
| KLAC KLA Corp. | 0.06% | 4,190 | $1.3M | Reduce -4.1% |
| USEP Innovator U.S. Equity Ultra | 0.06% | 30,449 | $1.3M | Reduce -7.4% |
| SYK Stryker Corp. | 0.06% | 3,970 | $1.2M | Reduce -4.4% |
| MS Morgan Stanley | 0.06% | 5,970 | $1.2M | Reduce -0.2% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.06% | 13,657 | $1.2M | Add +15.2% |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 21,293 | $1.2M | Reduce -6.8% |
| WFC Wells Fargo & Co. | 0.06% | 14,397 | $1.2M | Add +4.2% |
| KO The Coca-Cola Co. | 0.06% | 14,500 | $1.2M | Reduce -1.5% |
| MDY State Street SPDR S&P Midcap | 0.06% | 1,630 | $1.1M | No change |
| SMH Vaneck Semiconductor ETF | 0.06% | 1,734 | $1.1M | Add +4.5% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.06% | 9,877 | $1.1M | Add +0.1% |
| GD General Dynamics Corp. | 0.06% | 3,109 | $1.1M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.06% | 8,364 | $1.1M | Reduce -0.8% |
| RSPT Invesco S&P 500 Equal Weight | 0.05% | 16,230 | $1.0M | Reduce -0.4% |
| LRCX Lam Research Corp. | 0.05% | 2,403 | $1.0M | Reduce -1.3% |
| NEE Nextera Energy Inc. | 0.05% | 11,841 | $1.0M | Reduce -7.9% |
| AMAT Applied Materials Inc. | 0.05% | 1,406 | $1.0M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.05% | 6,920 | $1.0M | Reduce -13.6% |
| FAST Fastenal Co. | 0.05% | 20,980 | $1.0M | Reduce -0.2% |
| ORCL Oracle Corp. | 0.05% | 6,803 | $997K | Reduce -6.2% |
| XYLD Global X S&P 500 Cove Call E | 0.05% | 23,971 | $978K | Reduce -1.3% |
| TECH Bio-Techne Corp. | 0.05% | 13,785 | $974K | Reduce -6.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.05% | 7,783 | $968K | Reduce -0.2% |
| POCT Innovator U.S. Equity Power | 0.05% | 20,659 | $959K | Reduce -1.0% |
| DFUV Dimensional US Marketwide Va | 0.05% | 17,317 | $953K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.05% | 8,087 | $950K | Reduce -37.7% |
| LNC Lincoln National Corp. | 0.05% | 26,783 | $947K | Reduce -5.0% |
| SUB iShares Short-Term National | 0.05% | 8,739 | $930K | Add +0.3% |
| DFAT Dimensional US Target Value | 0.05% | 13,166 | $920K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 10,244 | $900K | Add +0.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.05% | 5,509 | $890K | Reduce -1.1% |
| WDC Western Digital Corp. | 0.05% | 1,393 | $890K | Reduce -34.3% |
| STX Seagate Technology Holdings | 0.05% | 914 | $882K | Add +0.4% |
| UNOV Innovator U.S. Equity Ultra | 0.04% | 21,855 | $878K | No change |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.04% | 14,450 | $857K | No change |
| IVW iShares S&P 500 Growth ETF | 0.04% | 6,221 | $856K | Add +3.5% |
| WMB Williams Cos Inc. | 0.04% | 11,453 | $851K | Reduce -0.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.04% | 9,350 | $832K | No change |
| PM Philip Morris International | 0.04% | 4,529 | $819K | Add +0.4% |
| BAC Bank of America Corp. | 0.04% | 14,340 | $817K | Add +0.5% |
| IJAN Innovator International Deve | 0.04% | 21,364 | $814K | Reduce -9.6% |
| MCD McDonald's Corp. | 0.04% | 3,006 | $812K | Add +0.4% |
| TRV The Travelers Cos Inc. | 0.04% | 2,450 | $809K | Reduce -4.0% |
| PEP Pepsico Inc. | 0.04% | 5,962 | $807K | Reduce -3.1% |
| URA Global X Uranium ETF | 0.04% | 18,443 | $806K | Add +14.8% |
| RSPU Invesco S&P 500 Equal Weight | 0.04% | 9,833 | $798K | Add +0.2% |
| KRE SS SPDR S&P Regional Bank | 0.04% | 10,626 | $795K | Reduce -4.4% |
| IEMG iShares Core MSCI Emerging | 0.04% | 9,565 | $792K | Add +3.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.04% | 16,398 | $791K | Add +0.7% |
| CASY Casey's General Stores Inc. | 0.04% | 977 | $777K | Reduce -7.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.04% | 8,375 | $760K | Reduce -2.9% |
| IDMO Invesco S&P International DE | 0.04% | 12,385 | $747K | Add +25.8% |
| AXP American Express Co. | 0.04% | 2,194 | $742K | Reduce -0.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 8,951 | $735K | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 0.04% | 2,384 | $716K | Reduce -1.0% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 3,344 | $712K | Reduce -0.1% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.04% | 6,012 | $697K | Add +25.9% |
| GINN Goldman Sachs Innovate Eqty | 0.04% | 8,787 | $692K | Reduce -4.1% |
| KAPR Innovator U.S. Small Cap Pow | 0.04% | 17,323 | $689K | Reduce -19.9% |
| INTU Intuit Inc. | 0.04% | 2,634 | $687K | Reduce -83.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.04% | 11,048 | $687K | Add +2.1% |
| BBAG JPMorgan Betabuilders US Agg | 0.03% | 14,812 | $681K | Reduce -14.6% |
| IWF iShares Russell 1000 Growth | 0.03% | 5,472 | $679K | No change |
| XMHQ Invesco S&P Midcap Qual ETF | 0.03% | 6,005 | $678K | Add +0.1% |
| SLV iShares Silver Trust | 0.03% | 12,576 | $672K | Add +11.0% |
| BPRE Bluerock Private Real Estate | 0.03% | 51,683 | $672K | Reduce -24.3% |
| FICO Fair Isaac Corp. | 0.03% | 556 | $664K | Reduce -71.5% |
| AIQ Global X Art Intel & Tech | 0.03% | 10,113 | $664K | Add +14.4% |
| BTC Grayscale Bitcoin Mini ETF | 0.03% | 25,473 | $661K | Add +2.8% |
| UTES Virtus Reaves Utilities ETF | 0.03% | 8,067 | $659K | Add +1.3% |
| TGT Target Corp. | 0.03% | 5,037 | $658K | Reduce -9.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.03% | 2,067 | $656K | Add +1.1% |
| VTIP Vanguard Short-Term Tips | 0.03% | 13,033 | $655K | Reduce -2.0% |
| XLE SS Energy Select Sector | 0.03% | 12,119 | $644K | Add +8.7% |
| XOP SS SPDR S&P Og Exp & Prod | 0.03% | 4,172 | $644K | Reduce -3.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 8,099 | $640K | Reduce -0.1% |
| ANET Arista Networks Inc. | 0.03% | 3,739 | $635K | Add +1.8% |
| EPS Wisdomtree US Large Cap Fund | 0.03% | 8,136 | $633K | No change |
| VT Vanguard Tot World STK ETF | 0.03% | 3,967 | $623K | Add +0.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 12,272 | $618K | Reduce -3.6% |
| FPE FT-Preferred Secur & Inc. ETF | 0.03% | 34,569 | $618K | Reduce -10.4% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.03% | 16,925 | $616K | Add +0.6% |
| CVX Chevron Corp. | 0.03% | 3,679 | $610K | Reduce -2.4% |
| FFIN First Finl Bankshares Inc. | 0.03% | 17,360 | $601K | No change |
| SO The Southern Co. | 0.03% | 6,267 | $600K | Reduce -4.9% |
| DEM Wisdomtree Emerging Markets | 0.03% | 11,005 | $592K | Reduce -4.8% |
| BNDI Neos Enhanced Inc. Agg BD ETF | 0.03% | 12,359 | $581K | Add +4.4% |
| SPCK Spac & New Issue ETF filed as COLLABORATIVE INVESTMNT SER | 0.03% | 3,395 | $580K | New |
| CEG Constellation Energy | 0.03% | 2,324 | $577K | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 5,976 | $577K | Add +1.6% |
| UCON First Trust Smith Unconstrai | 0.03% | 23,104 | $575K | Reduce -3.6% |
| AEE Ameren Corporation | 0.03% | 5,080 | $574K | No change |
| XLI SS Industrial Select Sector | 0.03% | 3,090 | $572K | No change |
| DE Deere & Co. | 0.03% | 890 | $565K | Add +28.6% |
| JIRE JPMorgan Int Res Enh Eqty | 0.03% | 6,683 | $551K | No change |
| SCMB Schwab Municipal Bond ETF | 0.03% | 20,717 | $535K | Add +0.1% |
| MO Altria Group Inc. | 0.03% | 7,354 | $529K | Reduce -0.9% |
| HONA Honeywell Aerospace Inc. | 0.03% | 2,363 | $522K | Reduce -1.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.03% | 11,439 | $521K | Reduce -1.2% |
| RSPF Invesco S&P 500 Equal Weight | 0.03% | 6,680 | $518K | No change |
| SCHA Schwab US Small-Cap ETF | 0.03% | 14,238 | $514K | Add +0.0% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.03% | 10,318 | $514K | Add +13.6% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 4,356 | $508K | Add +2.2% |
| VFH Vanguard Financials ETF | 0.03% | 3,859 | $508K | Reduce -0.3% |
| SCHM Schwab US Mid Cap ETF | 0.03% | 13,764 | $507K | Reduce -0.8% |
| USB US Bancorp | 0.03% | 8,218 | $496K | Reduce -7.3% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.03% | 13,182 | $494K | Add +0.2% |
| BSX Boston Scientific Corp. | 0.02% | 11,378 | $486K | Add +1.4% |
| C Citigroup Inc. | 0.02% | 3,447 | $483K | Add +8.4% |
| XLRE SS Real Estate Select Sector | 0.02% | 10,569 | $465K | Reduce -17.1% |
| DAL Delta Air Lines Inc. | 0.02% | 4,854 | $455K | Reduce -9.5% |
| SBUX Starbucks Corp. | 0.02% | 4,431 | $453K | Reduce -0.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.02% | 6,032 | $452K | Reduce -13.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.02% | 2,763 | $452K | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 5,600 | $451K | Reduce -1.5% |
| RPV Invesco S&P 500 Pure Value E | 0.02% | 3,956 | $450K | Add +0.1% |
| IBB iShares Biotechnology ETF | 0.02% | 2,364 | $450K | Reduce -7.6% |
| D Dominion Energy Inc. | 0.02% | 6,450 | $440K | Add +28.3% |
| ISEP Innovator Intl Dev Eq Power | 0.02% | 12,663 | $438K | Reduce -24.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 4,013 | $438K | Reduce -23.8% |
| APP AppLovin Corp. Class A | 0.02% | 846 | $436K | Add +1.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.02% | 4,829 | $435K | Add +0.0% |
| XLY SS Consumer Disc Select Sect | 0.02% | 3,710 | $435K | No change |
| WAB Wabtec Corp. | 0.02% | 1,600 | $431K | Reduce -0.1% |
| PJAN Innovator U.S. Equity Power | 0.02% | 8,624 | $427K | No change |
| TSPA T Rowe Price US Eqy Research | 0.02% | 8,937 | $425K | Reduce -0.6% |
| GWW WW Grainger Inc. | 0.02% | 308 | $419K | Reduce -6.7% |
| LVHI Franklin International Low V | 0.02% | 10,278 | $417K | Add +0.6% |
| WEC WEC Energy Group Inc. | 0.02% | 3,479 | $406K | New |
| TD Toronto-Dominion Bank | 0.02% | 3,341 | $406K | Add +0.8% |
| BLK BlackRock Inc. | 0.02% | 418 | $402K | Add +10.9% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 2,640 | $402K | Add +0.5% |
| AVAV Aerovironment Inc. | 0.02% | 2,432 | $401K | Add +80.3% |
| DUSB Dimension Ultrashort Fi ETF | 0.02% | 7,903 | $401K | Add +84.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 1,651 | $401K | Add +3.4% |
| HPE Hewlett Packard Enterprise | 0.02% | 8,863 | $400K | New |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 8,289 | $399K | Reduce -23.6% |
| VZ Verizon Communications Inc. | 0.02% | 9,398 | $398K | Reduce -7.0% |
| IEF iShares 7-10 Year Treasury B | 0.02% | 4,138 | $391K | Reduce -3.5% |
| EJAN Innovator Emerging Markets P | 0.02% | 10,831 | $390K | Add +51.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.02% | 3,801 | $388K | Add +33.4% |
| SCHB Schwab US Broad Market ETF | 0.02% | 13,198 | $382K | Add +2.3% |
| TER Teradyne Inc. | 0.02% | 786 | $380K | Reduce -2.4% |
| WWW Wolverine World Wide Inc. | 0.02% | 23,000 | $380K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 7,193 | $379K | Reduce -3.7% |
| ARM Arm Holdings PLC-ADR | 0.02% | 1,060 | $376K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.02% | 3,662 | $375K | Reduce -5.6% |
| IONQ Ionq Inc. | 0.02% | 7,020 | $374K | New |
| PSX Phillips 66 | 0.02% | 2,211 | $374K | Add +0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.02% | 7,522 | $371K | Add +0.0% |
| QYLD Global X Nasd 100 Cov Call | 0.02% | 19,989 | $368K | Add +0.3% |
| MCK McKesson Corp. | 0.02% | 487 | $368K | Reduce -1.4% |
| FDD First Trust Stoxx Europe | 0.02% | 19,791 | $367K | Add +3.5% |
| PTF Invesco Dorsey Wright Tech | 0.02% | 2,654 | $362K | Reduce -1.7% |
| SCCO Southern Copper Corp. | 0.02% | 2,032 | $354K | Reduce -2.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.02% | 5,773 | $351K | Reduce -8.3% |
| ITW Illinois Tool Works | 0.02% | 1,294 | $350K | Reduce -0.4% |
| CL Colgate-Palmolive Co. | 0.02% | 3,793 | $348K | Reduce -6.1% |
| PAVE Global X US Infrastructure | 0.02% | 5,889 | $347K | Reduce -3.9% |
| BSCT Invesco Bulletshares 2029 CB | 0.02% | 18,659 | $347K | No change |
| ALAB Astera Labs Inc. | 0.02% | 717 | $346K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 3,596 | $346K | Reduce -10.7% |
| IAUG Innov in DVLP PWRB ETF - Aug | 0.02% | 11,381 | $343K | Reduce -33.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 6,980 | $338K | Add +0.1% |
| INOV Inno Int Dev Power Buff Nov | 0.02% | 9,100 | $334K | No change |
| GLTR Abrdn Precious Metals Basket | 0.02% | 1,843 | $334K | Reduce -20.7% |
| TXN Texas Instruments Inc. | 0.02% | 1,111 | $331K | Reduce -3.1% |
| APH Amphenol Corp. Class A | 0.02% | 1,877 | $331K | Add +0.5% |
| HCRB Hartford Core Bond ETF | 0.02% | 9,451 | $331K | Reduce -2.6% |
| EXC Exelon Corp. | 0.02% | 7,064 | $329K | Add +0.2% |
| RTX RTX Corp. | 0.02% | 1,734 | $329K | Add +0.8% |
| EAPR Innovator Emerging Markets P | 0.02% | 9,922 | $327K | Reduce -0.6% |
| O Realty Income Corp. | 0.02% | 5,270 | $327K | Add +0.8% |
| GOVT iShares US Treasury Bond ETF | 0.02% | 14,298 | $326K | Add +40.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 5,244 | $322K | Add +1.6% |
| L Loews Corp. | 0.02% | 2,836 | $321K | Reduce -9.3% |
| DES Wisdomtree US Smallcap Divid | 0.02% | 7,874 | $320K | No change |
| MUB iShares National Muni Bond E | 0.02% | 2,968 | $319K | Add +0.1% |
| CWB SS SPDR BB Conv Sec ETF | 0.02% | 2,934 | $316K | Reduce -1.5% |
| DFSV Dimensional US Small Cap Val | 0.02% | 8,111 | $315K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.02% | 7,429 | $314K | No change |
| TLT iShares 20+ Year Treasury BD | 0.02% | 3,627 | $313K | Add +5.6% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.02% | 7,893 | $313K | Reduce -23.4% |
| TMFC Motley Fool 100 Index ETF | 0.02% | 4,100 | $312K | Reduce -1.0% |
| VHT Vanguard Health Care ETF | 0.02% | 1,042 | $312K | Reduce -10.3% |
| ENB Enbridge Inc. | 0.02% | 5,681 | $308K | Add +0.6% |
| VOOV Vanguard S&P 500 Value ETF | 0.02% | 1,399 | $307K | Add +0.5% |
| LNG Cheniere Energy Inc. | 0.02% | 1,262 | $302K | Add +0.2% |
| GDX Vaneck Gold Miners ETF | 0.01% | 3,888 | $293K | Add +48.3% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 3,405 | $292K | Add +3.0% |
| PSA Public Storage | 0.01% | 914 | $291K | Reduce -14.4% |
| IVE iShares S&P 500 Value ETF | 0.01% | 1,264 | $287K | Add +8.0% |
| VXF Vanguard Extended Market ETF | 0.01% | 1,155 | $284K | Reduce -14.9% |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 3,588 | $280K | Add +0.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.01% | 11,155 | $279K | Add +1.0% |
| SHEL Shell PLC-ADR | 0.01% | 3,566 | $276K | Add +1.4% |
| FISV Fiserv Inc. | 0.01% | 5,598 | $275K | Reduce -60.8% |
| IJH iShares Core S&P Midcap ETF | 0.01% | 3,550 | $274K | Add +3.1% |
| FTSD Franklin Short Duration U.S. | 0.01% | 3,010 | $272K | Add +0.4% |
| GLW Corning Inc. | 0.01% | 1,063 | $272K | New |
| VGK Vanguard Ftse Europe ETF | 0.01% | 3,041 | $269K | Reduce -25.1% |
| AVUV Avantis US Small Cap Value | 0.01% | 2,154 | $269K | Reduce -2.1% |
| VCIT Vanguard Int-Term Corporate | 0.01% | 3,239 | $268K | Add +0.9% |
| SPYI Neos S&P 500 High Income ETF | 0.01% | 5,032 | $267K | Add +19.7% |
| MRVL Marvell Technology Inc. | 0.01% | 892 | $266K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.01% | 5,022 | $263K | Add +11.6% |
| AZO AutoZone Inc. | 0.01% | 82 | $262K | Add +1.2% |
| VGSH Vanguard Short-Term Treasury | 0.01% | 4,501 | $262K | Add +1.2% |
| DON Wisdomtree US Midcap Dividen | 0.01% | 4,626 | $261K | No change |
| MBB iShares MBS ETF | 0.01% | 2,758 | $261K | Add +20.9% |
| EES Wisdomtree US Smallcap Fund | 0.01% | 3,835 | $260K | No change |
| BNOV Innovator U.S. Equity Buffer | 0.01% | 5,404 | $258K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.01% | 2,368 | $258K | Add +0.3% |
| DVY iShares Select Dividend ETF | 0.01% | 1,632 | $255K | Add +4.0% |
| COF Capital One Financial Corp. | 0.01% | 1,270 | $255K | Reduce -1.2% |
| CRM Salesforce Inc. | 0.01% | 1,619 | $254K | Reduce -6.9% |
| NOC Northrop Grumman Corp. | 0.01% | 496 | $253K | Reduce -0.6% |
| DGS Wisdomtree Em Small Cap | 0.01% | 3,904 | $253K | Add +0.7% |
| QQQH Neos NDQ-100 HG Eq Inc. ETF | 0.01% | 4,502 | $251K | New |
| SCHW Schwab (charles) Corp. | 0.01% | 2,720 | $251K | Reduce -0.6% |
| JVAL JPMorgan US Value Factor ETF | 0.01% | 4,278 | $251K | No change |
| EPD Enterprise Products Partners | 0.01% | 6,688 | $246K | Add +1.5% |
| BX Blackstone Inc. | 0.01% | 2,086 | $245K | Reduce -1.8% |
| LOW Lowe's Cos Inc. | 0.01% | 1,112 | $245K | Add +2.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 1,237 | $244K | Add +0.1% |
| UPS United Parcel Service Class B | 0.01% | 2,266 | $244K | Reduce -0.5% |
| WM Waste Management Inc. | 0.01% | 1,090 | $243K | Reduce -26.4% |
| AME Ametek Inc. | 0.01% | 1,000 | $242K | Add +0.3% |
| DGRO iShares Core Dividend Growth | 0.01% | 3,183 | $241K | Reduce -18.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.01% | 121 | $241K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 17,075 | $237K | Reduce -36.7% |
| MPC Marathon Petroleum Corp. | 0.01% | 928 | $237K | Reduce -12.2% |
| OHI Omega Healthcare Investors | 0.01% | 4,928 | $235K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.01% | 2,788 | $234K | Add +0.1% |
| UNP Union Pacific Corp. | 0.01% | 854 | $232K | Add +0.5% |
| CSX CSX Corp. | 0.01% | 4,848 | $230K | Reduce -6.2% |
| PFE Pfizer Inc. | 0.01% | 9,471 | $228K | Reduce -10.2% |
| KJAN Innovator U.S. Small Cap Pow | 0.01% | 4,993 | $228K | Reduce -12.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 2,769 | $228K | Add +0.2% |
| ED Consolidated Edison Inc. | 0.01% | 2,049 | $227K | Reduce -1.4% |
| COIN Coinbase Global Inc. Class A | 0.01% | 1,547 | $226K | Add +0.3% |
| BKNG Booking Holdings Inc. | 0.01% | 1,261 | $225K | Reduce -1.1% |
| BE Bloom Energy Corp. Class A | 0.01% | 742 | $225K | New |
| LPLA LPL Financial Holdings Inc. | 0.01% | 797 | $225K | Add +6.4% |
| OXY Occidental Petroleum Corp. | 0.01% | 4,616 | $224K | Reduce -13.6% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.01% | 3,797 | $224K | New |
| KDEC Inn US SML Cap P B ETF - Dec | 0.01% | 7,863 | $223K | No change |
| AMLP Alerian MLP ETF | 0.01% | 4,273 | $222K | New |
| RGTI Rigetti Computing Inc. | 0.01% | 11,420 | $221K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 6,034 | $219K | Reduce -19.5% |
| EFA iShares MSCI Eafe ETF | 0.01% | 2,104 | $219K | Add +1.5% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 3,784 | $218K | Reduce -6.1% |
| MDLZ Mondelez International Inc. Class A | 0.01% | 3,764 | $218K | Add +0.9% |
| IBTG iShares Ibonds Dec 2026 Term | 0.01% | 9,495 | $217K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.01% | 749 | $217K | New |
| SNOW Snowflake Inc. | 0.01% | 850 | $216K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.01% | 414 | $216K | New |
| IMAR Innovator Intdevpow Buf-Mar | 0.01% | 7,091 | $216K | Reduce -33.5% |
| CVS CVS Health Corp. | 0.01% | 2,083 | $215K | New |
| KMB Kimberly-Clark Corp. | 0.01% | 1,960 | $215K | New |
| USSG Xtrackers MSCI USA Sele Eqty | 0.01% | 3,086 | $214K | New |
| VNQ Vanguard Real Estate ETF | 0.01% | 2,219 | $214K | Reduce -18.4% |
| FCFS Firstcash Holdings Inc. | 0.01% | 975 | $211K | New |
| ITA iShares U.S. Aerospace & Def | 0.01% | 869 | $211K | New |
| SCHP Schwab U.S. Tips ETF | 0.01% | 7,944 | $211K | Reduce -1.2% |
| DUHP Dimensional US High Profi Et | 0.01% | 4,947 | $206K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 9,223 | $206K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 2,440 | $204K | New |
| VGIT Vanguard Intermediate-Term T | 0.01% | 3,445 | $203K | No change |
| MET Metlife Inc. | 0.01% | 2,395 | $203K | New |
| VFL Abrdn National Municipal Inc. | 0.01% | 19,443 | $202K | Add +0.4% |
| WPC WP Carey Inc. | 0.01% | 2,804 | $200K | New |
| JPC Nuveen Prefered & Income Opp | 0.01% | 24,565 | $194K | Add +0.9% |
| SMB Vaneck Short Muni ETF | 0.01% | 11,048 | $192K | No change |
| ZVRA Zevra Therapeutics Inc. | 0.01% | 11,037 | $158K | New |
| NFJ Virtus DVD Intrst & PRM STR | 0.01% | 10,099 | $153K | Add +0.8% |
| DSL Doubleline Income Solutions | 0.01% | 11,521 | $127K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 19,821 | $116K | Add +1.4% |
| LUMN Lumen Technologies Inc. | 0.01% | 13,504 | $104K | Add +16.2% |
| LUNG Pulmonx Corp. | 0.00% | 54,000 | $70K | No change |
| LXRX Lexicon Pharmaceuticals Inc. | 0.00% | 10,000 | $24K | No change |
| GEVO Gevo Inc. | 0.00% | 13,000 | $20K | No change |