| AMZN Amazon.com Inc. | 22.95% | 3,862,742 | $847.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 9.82% | 728,693 | $362.5M | Reduce -7.6% |
| AAPL Apple Inc. | 2.95% | 530,470 | $108.8M | Add +3.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.29% | 278,465 | $84.6M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.88% | 440,295 | $69.6M | Add +14.4% |
| DFAC Dimensional US Core Equity 2 | 1.85% | 1,901,625 | $68.2M | Add +4.8% |
| IWB iShares Russell 1000 ETF | 1.64% | 177,798 | $60.4M | Reduce -0.3% |
| DFGR Dim Global Real Estate ETF | 1.61% | 2,219,008 | $59.5M | Add +5.2% |
| DFIC Dimensional International Co. | 1.59% | 1,883,911 | $58.6M | Add +3.4% |
| DFAI Dimensional International Co. | 1.18% | 1,260,981 | $43.6M | Add +5.8% |
| DCOR Dimensional US Core Eq 1 ETF | 1.17% | 644,970 | $43.1M | Add +19.7% |
| DFAU Dimensional US Core Equity M | 1.10% | 961,273 | $40.7M | Add +2.2% |
| VT Vanguard Tot World STK ETF | 1.01% | 289,399 | $37.2M | Add +5.0% |
| TMUS T-Mobile US Inc. | 1.00% | 154,909 | $36.9M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 57,803 | $35.7M | Add +5.4% |
| IWF iShares Russell 1000 Growth | 0.96% | 83,580 | $35.5M | Reduce -1.3% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.93% | 3,274,148 | $34.2M | Add +1.1% |
| IWV iShares Russell 3000 ETF | 0.79% | 83,353 | $29.3M | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.78% | 39,087 | $28.8M | Reduce -0.5% |
| DFEM Dimensional Emrg MRKT Core | 0.78% | 965,303 | $28.7M | Add +5.2% |
| IVV iShares Core S&P 500 ETF | 0.77% | 45,994 | $28.6M | Add +9.5% |
| TSLA Tesla Inc. | 0.74% | 86,397 | $27.4M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.65% | 24,309 | $24.1M | Add +8.6% |
| EFA iShares MSCI Eafe ETF | 0.60% | 248,064 | $22.2M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 45,641 | $22.2M | Add +8.7% |
| VOO Vanguard S&P 500 ETF | 0.58% | 37,963 | $21.6M | Add +4.9% |
| ITOT iShares Core S&P Total U.S. | 0.57% | 155,070 | $20.9M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.57% | 117,686 | $20.9M | Reduce -5.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.55% | 28 | $20.4M | Reduce -9.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 36,218 | $20.0M | Reduce -8.3% |
| GOOGL Alphabet Inc. Class A | 0.54% | 112,285 | $19.8M | Reduce -5.3% |
| LII Lennox International Inc. | 0.50% | 32,497 | $18.6M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.50% | 85,757 | $18.5M | Reduce -0.1% |
| DFAX Dimensional World Ex US Core | 0.49% | 621,073 | $18.2M | Add +5.1% |
| ORCL Oracle Corp. | 0.47% | 78,618 | $17.2M | Add +0.8% |
| DFAE Dimensional Emerging Core Eq | 0.44% | 562,899 | $16.3M | Add +10.1% |
| JPM JPMorgan Chase & Co. | 0.41% | 51,570 | $15.0M | Add +1.3% |
| SBUX Starbucks Corp. | 0.40% | 162,143 | $14.9M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.38% | 131,282 | $14.2M | Reduce -3.7% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 245,763 | $14.0M | Reduce -0.0% |
| ABNB Airbnb Inc. Class A | 0.36% | 100,176 | $13.3M | Add +87.3% |
| PFE Pfizer Inc. | 0.36% | 542,777 | $13.2M | Reduce -18.0% |
| SOFI Sofi Technologies Inc. | 0.35% | 716,699 | $13.1M | Reduce -0.3% |
| SNOW Snowflake Inc. | 0.34% | 56,497 | $12.6M | Add +17.2% |
| DLR Digital Realty Trust Inc. | 0.34% | 71,640 | $12.5M | Add +0.4% |
| RWO State Street SPDR Dow Jones | 0.33% | 279,256 | $12.3M | Add +3.3% |
| AVGO Broadcom Inc. | 0.32% | 43,178 | $11.9M | Add +14.5% |
| IOT Samsara Inc. Class A | 0.31% | 291,002 | $11.6M | Reduce -4.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.31% | 40,269 | $11.5M | Add +0.3% |
| RDDT Reddit Inc. Class A | 0.29% | 71,970 | $10.8M | Add +69.2% |
| HD Home Depot Inc. | 0.28% | 28,212 | $10.3M | Add +6.9% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 108,225 | $10.0M | Add +2.1% |
| WMT Walmart Inc. | 0.25% | 93,514 | $9.1M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.24% | 68,273 | $9.0M | Add +19.1% |
| JNJ Johnson & Johnson | 0.24% | 57,751 | $8.8M | Add +7.1% |
| CRM Salesforce Inc. | 0.24% | 32,209 | $8.8M | Add +16.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 118,022 | $8.6M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.23% | 10,888 | $8.5M | Add +4.5% |
| PCAR Paccar Inc. | 0.23% | 87,977 | $8.4M | Add +0.1% |
| V Visa Inc. Class A | 0.22% | 22,876 | $8.1M | Add +8.3% |
| AMGN Amgen Inc. | 0.22% | 28,785 | $8.0M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 18,224 | $8.0M | Add +11.1% |
| ABT Abbott Laboratories | 0.22% | 58,664 | $8.0M | Add +2.9% |
| VXUS Vanguard Total Intl Stock | 0.22% | 115,153 | $8.0M | Add +5.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.21% | 195,108 | $7.7M | Add +40.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 27,222 | $7.6M | Add +5.9% |
| NFLX Netflix Inc. | 0.20% | 5,523 | $7.4M | Add +10.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 25,042 | $7.4M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.20% | 32,707 | $7.3M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 40,593 | $7.2M | Reduce -5.4% |
| UBER Uber Technologies Inc. | 0.19% | 76,762 | $7.2M | Add +1.1% |
| MAR Marriott International Class A | 0.19% | 25,320 | $6.9M | Add +144.2% |
| SYY Sysco Corp. | 0.19% | 90,338 | $6.8M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.18% | 42,200 | $6.7M | Reduce -2.6% |
| IWD iShares Russell 1000 Value E | 0.18% | 33,810 | $6.6M | Add +5.7% |
| UNH Unitedhealth Group Inc. | 0.18% | 20,931 | $6.5M | Reduce -28.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 94,582 | $6.4M | Add +176.4% |
| RELY Remitly Global Inc. | 0.17% | 332,525 | $6.2M | Add +0.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 53,811 | $6.0M | Reduce -1.2% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 53,522 | $5.9M | Add +12.1% |
| PM Philip Morris International | 0.16% | 32,224 | $5.9M | Add +39.4% |
| AMD Advanced Micro Devices | 0.16% | 41,161 | $5.8M | Add +0.1% |
| EEM iShares MSCI Emerging Market | 0.15% | 117,013 | $5.6M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 90,799 | $5.6M | Add +9.1% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 55,809 | $5.6M | Reduce -54.1% |
| WFC Wells Fargo & Co. | 0.15% | 69,194 | $5.5M | Add +3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 114,492 | $5.4M | Add +6.1% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 220,148 | $5.4M | Add +0.5% |
| SCHB Schwab US Broad Market ETF | 0.15% | 225,514 | $5.4M | Add +1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 26,095 | $5.3M | Add +29.0% |
| KLAC KLA Corp. | 0.14% | 5,905 | $5.3M | Reduce -2.7% |
| ACN Accenture PLC Class A | 0.14% | 17,588 | $5.3M | Reduce -3.7% |
| ABBV Abbvie Inc. | 0.14% | 28,020 | $5.2M | Add +2.5% |
| CSCO Cisco Systems Inc. | 0.14% | 73,901 | $5.1M | Reduce -1.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.14% | 80,673 | $5.1M | Reduce -1.2% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.13% | 411,183 | $4.9M | Add +0.0% |
| RSG Republic Services Inc. | 0.13% | 19,980 | $4.9M | Add +2.5% |
| NKE Nike Inc. Class B | 0.13% | 67,772 | $4.8M | Reduce -5.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 10,569 | $4.7M | Reduce -10.8% |
| BA The Boeing Co. | 0.12% | 21,639 | $4.5M | Add +4.9% |
| MA Mastercard Inc. Class A | 0.12% | 7,901 | $4.4M | Add +13.6% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 17,244 | $4.4M | Add +45.2% |
| QCOM Qualcomm Inc. | 0.12% | 27,679 | $4.4M | Add +49.6% |
| HON Honeywell International Inc. | 0.12% | 18,927 | $4.4M | Reduce -0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 22,001 | $4.3M | Reduce -2.8% |
| COF Capital One Financial Corp. | 0.12% | 20,123 | $4.3M | Add +45.9% |
| CMCSA Comcast Corp. Class A | 0.12% | 119,924 | $4.3M | Add +7.3% |
| DASH DoorDash Inc. Class A | 0.12% | 17,309 | $4.3M | Add +76.1% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 84,768 | $4.2M | Add +2.4% |
| MRK Merck & Co. Inc. | 0.11% | 52,883 | $4.2M | Add +35.1% |
| INTC Intel Corp. | 0.11% | 186,750 | $4.2M | Add +40.2% |
| ADBE Adobe Inc. | 0.11% | 10,750 | $4.2M | Add +43.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 49,684 | $4.1M | Add +9.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 14,747 | $4.1M | Add +26.9% |
| FSBC Five Star Bancorp | 0.11% | 141,931 | $4.1M | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 7,754 | $3.9M | Reduce -1.4% |
| COMP Compass Inc. Class A | 0.11% | 626,584 | $3.9M | Reduce -0.5% |
| EVH Evolent Health Inc. Class A | 0.11% | 348,575 | $3.9M | Reduce -0.2% |
| TT Trane Technologies PLC | 0.11% | 8,909 | $3.9M | Add +44.9% |
| CVX Chevron Corp. | 0.10% | 26,616 | $3.8M | Reduce -2.3% |
| ANET Arista Networks Inc. | 0.10% | 36,909 | $3.8M | Add +88.2% |
| AXP American Express Co. | 0.10% | 11,697 | $3.7M | Reduce -3.4% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 33,046 | $3.6M | Add +6.2% |
| GLD SPDR Gold Shares | 0.10% | 11,785 | $3.6M | Add +4.6% |
| GM General Motors Co. | 0.10% | 71,538 | $3.5M | Add +72.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 28,265 | $3.5M | Reduce -0.7% |
| SCHF Schwab Intl Equity ETF | 0.09% | 157,547 | $3.5M | Reduce -2.4% |
| NOW ServiceNow Inc. | 0.09% | 3,342 | $3.4M | Add +23.1% |
| BSX Boston Scientific Corp. | 0.09% | 31,841 | $3.4M | Add +15.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.09% | 20,490 | $3.4M | Add +2.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.09% | 17,058 | $3.4M | Add +1.0% |
| TXN Texas Instruments Inc. | 0.09% | 16,081 | $3.3M | Reduce -15.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.09% | 11,602 | $3.3M | Add +0.8% |
| MCD McDonald's Corp. | 0.09% | 11,128 | $3.3M | Add +3.3% |
| INTU Intuit Inc. | 0.09% | 4,052 | $3.2M | Add +4.4% |
| RSMC Rockefeller US Small-Mid Cap | 0.08% | 120,663 | $3.1M | No change |
| RBLX Roblox Corp. Class A | 0.08% | 29,609 | $3.1M | Add +509.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 12,827 | $3.0M | Add +5.6% |
| PNC PNC Financial Services Group | 0.08% | 16,264 | $3.0M | Add +263.9% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 22,382 | $3.0M | Add +26.0% |
| IWO iShares Russell 2000 Growth | 0.08% | 10,230 | $2.9M | Add +0.9% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 21,427 | $2.9M | Add +1.8% |
| ADP Automatic Data Processing | 0.08% | 9,446 | $2.9M | Add +7.8% |
| GEV GE Vernova Inc. | 0.08% | 5,404 | $2.9M | Add +67.2% |
| SCHW Schwab (charles) Corp. | 0.08% | 31,181 | $2.8M | Add +25.4% |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 20,644 | $2.8M | Add +10.7% |
| KO The Coca-Cola Co. | 0.08% | 39,544 | $2.8M | Reduce -2.8% |
| DFSI Dimensional Int Sus COR1 ETF | 0.08% | 70,677 | $2.8M | Add +4.8% |
| VNQ Vanguard Real Estate ETF | 0.08% | 31,143 | $2.8M | Add +6.5% |
| RTX RTX Corp. | 0.07% | 18,896 | $2.8M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.07% | 5,047 | $2.7M | Add +33.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.07% | 71,492 | $2.7M | Add +10.9% |
| LMT Lockheed Martin Corp. | 0.07% | 5,832 | $2.7M | Add +39.2% |
| XLK SS Technology Select Sector | 0.07% | 10,624 | $2.7M | Reduce -4.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 11,778 | $2.7M | Add +3.2% |
| XLF SS Financial Select Sector | 0.07% | 50,712 | $2.7M | Add +0.3% |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 14,482 | $2.6M | Add +20.6% |
| C Citigroup Inc. | 0.07% | 31,094 | $2.6M | Add +48.3% |
| ACWI iShares MSCI Acwi ETF | 0.07% | 20,562 | $2.6M | Add +0.9% |
| CAT Caterpillar Inc. | 0.07% | 6,805 | $2.6M | Reduce -8.4% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 19,957 | $2.6M | Add +1.7% |
| FTNT Fortinet Inc. | 0.07% | 24,761 | $2.6M | Add +103.8% |
| IEMG iShares Core MSCI Emerging | 0.07% | 43,366 | $2.6M | Add +5.0% |
| GS Goldman Sachs Group Inc. | 0.07% | 3,621 | $2.6M | Reduce -12.0% |
| SCHD Schwab US DVD Equity ETF | 0.07% | 96,418 | $2.6M | Reduce -7.9% |
| AMAT Applied Materials Inc. | 0.07% | 13,749 | $2.5M | Reduce -7.8% |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 18,061 | $2.5M | Add +2.0% |
| AON Aon PLC Class A | 0.07% | 6,993 | $2.5M | Reduce -4.3% |
| IVE iShares S&P 500 Value ETF | 0.07% | 12,674 | $2.5M | Reduce -0.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.06% | 32,571 | $2.4M | Add +8.3% |
| MCK McKesson Corp. | 0.06% | 3,265 | $2.4M | Add +33.1% |
| VRSN Verisign Inc. | 0.06% | 7,919 | $2.3M | Add +704.8% |
| VDE Vanguard Energy ETF | 0.06% | 19,071 | $2.3M | Add +0.8% |
| COIN Coinbase Global Inc. Class A | 0.06% | 6,420 | $2.3M | Reduce -6.0% |
| LIN Linde PLC | 0.06% | 4,764 | $2.2M | Add +5.9% |
| MRSH Marsh & McLennan Cos | 0.06% | 10,194 | $2.2M | Add +0.9% |
| DE Deere & Co. | 0.06% | 4,319 | $2.2M | Add +2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 17,738 | $2.2M | Add +19.2% |
| PANW Palo Alto Networks Inc. | 0.06% | 10,703 | $2.2M | Add +60.3% |
| UNP Union Pacific Corp. | 0.06% | 9,470 | $2.2M | Add +2.0% |
| MO Altria Group Inc. | 0.06% | 36,331 | $2.1M | Add +1.0% |
| SPGI S&P Global Inc. | 0.06% | 4,034 | $2.1M | Add +24.6% |
| INCY Incyte Corp. | 0.06% | 31,116 | $2.1M | New |
| NEE Nextera Energy Inc. | 0.06% | 30,135 | $2.1M | Add +2.8% |
| AMLP Alerian MLP ETF | 0.06% | 42,598 | $2.1M | Add +4.3% |
| DHR Danaher Corp. | 0.06% | 10,390 | $2.1M | Add +47.3% |
| MTG Mgic Investment Corp. | 0.06% | 73,556 | $2.0M | Add +58.5% |
| BKNG Booking Holdings Inc. | 0.06% | 353 | $2.0M | Add +32.7% |
| APH Amphenol Corp. Class A | 0.06% | 20,613 | $2.0M | Add +13.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 4,559 | $2.0M | Reduce -29.0% |
| VGT Vanguard Info Tech ETF | 0.05% | 3,058 | $2.0M | Add +30.2% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 4,975 | $2.0M | Add +6.1% |
| SIXA Etc 6 Meridian Mega Cap Equi filed as EXCHANGE TRADED CONCEPTS TRU | 0.05% | 41,209 | $2.0M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.05% | 13,244 | $2.0M | Add +1.8% |
| LMB Limbach Holdings Inc. | 0.05% | 14,108 | $2.0M | Add +0.0% |
| STX Seagate Technology Holdings | 0.05% | 13,655 | $2.0M | Add +1.9% |
| AMT American Tower Corp. | 0.05% | 8,730 | $1.9M | Add +148.7% |
| SYK Stryker Corp. | 0.05% | 4,840 | $1.9M | Add +8.0% |
| GILD Gilead Sciences Inc. | 0.05% | 17,258 | $1.9M | Add +14.7% |
| EXPE Expedia Group Inc. | 0.05% | 11,323 | $1.9M | Add +365.8% |
| MPC Marathon Petroleum Corp. | 0.05% | 11,463 | $1.9M | Add +88.7% |
| SHOP Shopify Inc. Class A | 0.05% | 16,434 | $1.9M | Reduce -12.5% |
| IXUS iShares Core Intl Stock ETF | 0.05% | 24,248 | $1.9M | Add +5.8% |
| FISV Fiserv Inc. | 0.05% | 10,667 | $1.8M | Reduce -3.1% |
| UPS United Parcel Service Class B | 0.05% | 17,917 | $1.8M | Add +34.0% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 9,916 | $1.8M | Add +18.6% |
| VZ Verizon Communications Inc. | 0.05% | 41,358 | $1.8M | Reduce -7.6% |
| USB US Bancorp | 0.05% | 39,436 | $1.8M | Add +8.7% |
| BLK BlackRock Inc. | 0.05% | 1,699 | $1.8M | Add +7.9% |
| T AT&T Inc. | 0.05% | 60,910 | $1.8M | Add +30.2% |
| NOC Northrop Grumman Corp. | 0.05% | 3,513 | $1.8M | Add +25.0% |
| COP Conocophillips | 0.05% | 19,562 | $1.8M | Add +48.5% |
| TXRH Texas Roadhouse Inc. | 0.05% | 9,354 | $1.8M | Add +212.5% |
| CBRE CBRE Group Inc. Class A | 0.05% | 12,284 | $1.7M | Add +1.8% |
| TDG Transdigm Group Inc. | 0.05% | 1,129 | $1.7M | Add +2.6% |
| MS Morgan Stanley | 0.05% | 12,164 | $1.7M | Reduce -9.1% |
| MMM 3M Co. | 0.05% | 11,236 | $1.7M | Add +14.1% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 24,818 | $1.7M | Add +3.5% |
| VIS Vanguard Industrials ETF | 0.05% | 5,946 | $1.7M | Add +0.2% |
| LRCX Lam Research Corp. | 0.04% | 16,930 | $1.6M | Add +14.3% |
| KMX Carmax Inc. | 0.04% | 24,490 | $1.6M | New |
| ULTA Ulta Beauty Inc. | 0.04% | 3,506 | $1.6M | Add +71.5% |
| DAL Delta Air Lines Inc. | 0.04% | 32,900 | $1.6M | Add +146.9% |
| PFF iShares Preferred & Income S | 0.04% | 52,188 | $1.6M | Reduce -0.3% |
| AIG American International Group | 0.04% | 18,693 | $1.6M | Add +22.9% |
| ALL Allstate Corp. | 0.04% | 7,930 | $1.6M | Add +19.3% |
| VOTE TCW Transform 500 ETF | 0.04% | 21,652 | $1.6M | Add +0.2% |
| DKNG Draftkings Inc. Class A | 0.04% | 36,707 | $1.6M | New |
| DXCM Dexcom Inc. | 0.04% | 17,917 | $1.6M | Add +5.3% |
| LYFT LYFT Inc. Class A | 0.04% | 98,824 | $1.6M | New |
| EMR Emerson Electric Co. | 0.04% | 11,648 | $1.6M | Add +7.0% |
| AFL Aflac Inc. | 0.04% | 14,669 | $1.5M | Add +0.2% |
| VFH Vanguard Financials ETF | 0.04% | 12,033 | $1.5M | Add +0.5% |
| TIP iShares Tips Bond ETF | 0.04% | 13,906 | $1.5M | Add +0.2% |
| WM Waste Management Inc. | 0.04% | 6,666 | $1.5M | Reduce -2.7% |
| DVY iShares Select Dividend ETF | 0.04% | 11,418 | $1.5M | Add +0.7% |
| ECL Ecolab Inc. | 0.04% | 5,620 | $1.5M | Add +58.2% |
| HUBS HubSpot Inc. | 0.04% | 2,694 | $1.5M | Add +219.6% |
| VHT Vanguard Health Care ETF | 0.04% | 5,928 | $1.5M | Reduce -1.2% |
| GD General Dynamics Corp. | 0.04% | 4,967 | $1.4M | Add +70.8% |
| CB Chubb Ltd. | 0.04% | 4,980 | $1.4M | Add +138.3% |
| JSTC Adasina Social Justice GLB | 0.04% | 72,900 | $1.4M | No change |
| CI The Cigna Group | 0.04% | 4,354 | $1.4M | Add +16.9% |
| SCHA Schwab US Small-Cap ETF | 0.04% | 56,873 | $1.4M | Add +6.7% |
| WMB Williams Cos Inc. | 0.04% | 22,845 | $1.4M | Add +60.2% |
| XLV SS Health Care Select Sector | 0.04% | 10,556 | $1.4M | Reduce -4.1% |
| FCX Freeport-McMoran Inc. | 0.04% | 32,693 | $1.4M | Add +129.2% |
| VEEV Veeva Systems Inc. Class A | 0.04% | 4,880 | $1.4M | New |
| HCA HCA Healthcare Inc. | 0.04% | 3,636 | $1.4M | Add +5.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 14,783 | $1.4M | Add +10.5% |
| MNST Monster Beverage Corp. | 0.04% | 22,061 | $1.4M | New |
| ITW Illinois Tool Works | 0.04% | 5,585 | $1.4M | Add +1.8% |
| NTES Netease Inc.-ADR | 0.04% | 10,258 | $1.4M | Add +0.6% |
| MSCI MSCI Inc. | 0.04% | 2,392 | $1.4M | Add +403.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.04% | 12,227 | $1.4M | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.04% | 45,505 | $1.4M | Add +0.3% |
| LASR Nlight Inc. | 0.04% | 69,341 | $1.4M | Reduce -26.4% |
| CMI Cummins Inc. | 0.04% | 4,133 | $1.4M | Add +67.1% |
| PH Parker Hannifin Corp. | 0.04% | 1,938 | $1.4M | Add +6.8% |
| ON On Semiconductor | 0.04% | 25,821 | $1.4M | Add +2.3% |
| MOH Molina Healthcare Inc. | 0.04% | 4,541 | $1.4M | Add +33.9% |
| HLT Hilton Worldwide Holdings Inc. | 0.04% | 5,078 | $1.4M | Add +284.1% |
| OEF iShares S&P 100 ETF | 0.04% | 4,405 | $1.3M | Add +1.9% |
| FIX Comfort Systems USA Inc. | 0.04% | 2,454 | $1.3M | New |
| PSA Public Storage | 0.04% | 4,481 | $1.3M | Add +159.6% |
| EIX Edison International | 0.04% | 25,370 | $1.3M | New |
| GRMN Garmin Ltd. | 0.04% | 6,269 | $1.3M | Add +187.0% |
| SO The Southern Co. | 0.04% | 14,160 | $1.3M | Add +3.6% |
| YUM Yum! Brands Inc. | 0.04% | 8,759 | $1.3M | Add +0.2% |
| JCI Johnson Controls Internation | 0.04% | 12,239 | $1.3M | Add +207.1% |
| MRVL Marvell Technology Inc. | 0.03% | 16,600 | $1.3M | Add +51.2% |
| ILMN Illumina Inc. | 0.03% | 13,344 | $1.3M | New |
| TRV The Travelers Cos Inc. | 0.03% | 4,736 | $1.3M | Add +26.6% |
| DUHP Dimensional US High Profi Et | 0.03% | 35,565 | $1.3M | Reduce -3.2% |
| NEM Newmont Corp. | 0.03% | 21,572 | $1.3M | Add +54.9% |
| OKE Oneok Inc. | 0.03% | 15,179 | $1.2M | Reduce -1.7% |
| FTI Technipfmc PLC | 0.03% | 35,792 | $1.2M | New |
| ETN Eaton Corp. PLC | 0.03% | 3,448 | $1.2M | Reduce -1.6% |
| TWLO Twilio Inc. Class A | 0.03% | 9,876 | $1.2M | Reduce -0.1% |
| ADSK Autodesk Inc. | 0.03% | 3,955 | $1.2M | Add +189.5% |
| TPR Tapestry Inc. | 0.03% | 13,766 | $1.2M | Add +293.5% |
| MANH Manhattan Associates Inc. | 0.03% | 6,081 | $1.2M | New |
| DFUV Dimensional US Marketwide Va | 0.03% | 28,387 | $1.2M | Add +2.8% |
| PINS Pinterest Inc. Class A | 0.03% | 33,437 | $1.2M | Add +183.3% |
| KR Kroger Co. | 0.03% | 16,706 | $1.2M | Add +4.2% |
| USHY iShares Broad Usd High Yield | 0.03% | 31,929 | $1.2M | Add +8.2% |
| VAW Vanguard Materials ETF | 0.03% | 6,137 | $1.2M | Add +4.2% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 21,205 | $1.2M | Add +9.2% |
| EXR Extra Space Storage Inc. | 0.03% | 7,989 | $1.2M | New |
| PRCH Porch Group Inc. | 0.03% | 99,774 | $1.2M | Add +0.1% |
| ELV Elevance Health Inc. | 0.03% | 3,023 | $1.2M | Reduce -4.8% |
| BX Blackstone Inc. | 0.03% | 7,792 | $1.2M | Reduce -3.9% |
| BDX Becton Dickinson and Co. | 0.03% | 6,737 | $1.2M | Add +257.4% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 24,828 | $1.1M | Add +13.7% |
| EPD Enterprise Products Partners | 0.03% | 36,760 | $1.1M | Add +12.9% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 4,524 | $1.1M | Add +5.8% |
| BMRN Biomarin Pharmaceutical Inc. | 0.03% | 20,480 | $1.1M | New |
| PGR Progressive Corp. | 0.03% | 4,216 | $1.1M | Add +6.3% |
| AZO AutoZone Inc. | 0.03% | 297 | $1.1M | Add +141.5% |
| TFC Truist Financial Corp. | 0.03% | 25,565 | $1.1M | Add +10.8% |
| CNC Centene Corp. | 0.03% | 20,180 | $1.1M | Add +277.6% |
| CTVA Corteva Inc. | 0.03% | 14,696 | $1.1M | Reduce -5.9% |
| MDY State Street SPDR S&P Midcap | 0.03% | 1,926 | $1.1M | Reduce -3.5% |
| SIRI Sirius XM Holdings Inc. | 0.03% | 47,426 | $1.1M | Add +54.4% |
| A Agilent Technologies Inc. | 0.03% | 9,068 | $1.1M | Add +89.5% |
| NYT New York Times Co. Class A | 0.03% | 18,813 | $1.1M | Add +169.3% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.03% | 25,811 | $1.0M | Add +6.3% |
| AEP American Electric Power | 0.03% | 10,013 | $1.0M | Add +3.5% |
| ZTS Zoetis Inc. | 0.03% | 6,647 | $1.0M | Add +24.3% |
| TEL Te Connectivity PLC | 0.03% | 6,078 | $1.0M | Add +3.0% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 11,467 | $1.0M | Add +11.1% |
| NUE Nucor Corp. | 0.03% | 7,895 | $1.0M | Add +70.1% |
| NTRA Natera Inc. | 0.03% | 6,042 | $1.0M | New |
| SYF Synchrony Financial | 0.03% | 15,208 | $1.0M | Reduce -27.8% |
| FDX FedEx Corp. | 0.03% | 4,451 | $1.0M | Add +154.6% |
| PAYX Paychex Inc. | 0.03% | 6,954 | $1.0M | Add +1.0% |
| CTA Simplify Managed Futures St | 0.03% | 37,818 | $1.0M | Add +0.9% |
| WSM Williams-Sonoma Inc. | 0.03% | 6,184 | $1.0M | Add +1.3% |
| NWSA News Corp. Class A | 0.03% | 33,960 | $1.0M | New |
| NTNX Nutanix Inc. Class A | 0.03% | 13,182 | $1.0M | Add +265.7% |
| CL Colgate-Palmolive Co. | 0.03% | 10,972 | $997K | Add +1.6% |
| BRO Brown & Brown Inc. | 0.03% | 8,972 | $995K | Reduce -3.5% |
| PYPL PayPal Holdings Inc. | 0.03% | 13,376 | $994K | Add +86.5% |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 17,422 | $990K | Add +139.4% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 7,712 | $990K | New |
| ARE Alexandria Real Estate Equit | 0.03% | 13,616 | $989K | New |
| PRF Invesco Rafi US 1000 ETF | 0.03% | 23,233 | $982K | Add +2.7% |
| LAMR Lamar Advertising Co. Class A | 0.03% | 8,070 | $979K | New |
| XRAY Dentsply Sirona Inc. | 0.03% | 61,637 | $979K | New |
| SIXH Etc 6 Meridian Hedged Equity filed as EXCHANGE TRADED CONCEPTS TRU | 0.03% | 25,448 | $978K | Reduce -38.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 14,106 | $974K | Add +2.5% |
| HUM Humana Inc. | 0.03% | 3,972 | $971K | New |
| AMP Ameriprise Financial Inc. | 0.03% | 1,810 | $966K | Add +14.9% |
| LNG Cheniere Energy Inc. | 0.03% | 3,966 | $966K | Add +113.3% |
| EFX Equifax Inc. | 0.03% | 3,723 | $966K | Add +1.6% |
| MU Micron Technology Inc. | 0.03% | 7,784 | $959K | Add +1.9% |
| WDAY Workday Inc. Class A | 0.03% | 3,988 | $957K | Add +0.3% |
| FICO Fair Isaac Corp. | 0.03% | 523 | $957K | Add +7.2% |
| ZS Zscaler Inc. | 0.03% | 3,046 | $956K | New |
| DVN Devon Energy Corp. | 0.03% | 29,878 | $950K | Add +428.5% |
| BP BP PLC-Spons ADR | 0.03% | 31,729 | $950K | Reduce -0.7% |
| MDB Mongodb Inc. | 0.03% | 4,486 | $942K | New |
| TOL Toll Brothers Inc. | 0.03% | 8,236 | $940K | New |
| SAP Sap SE-Sponsored ADR | 0.03% | 3,087 | $939K | Add +18.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.03% | 12,847 | $936K | Reduce -0.4% |
| GLW Corning Inc. | 0.03% | 17,567 | $924K | Add +128.5% |
| APD Air Products & Chemicals Inc. | 0.02% | 3,263 | $920K | Reduce -1.0% |
| IQV Iqvia Holdings Inc. | 0.02% | 5,810 | $916K | Add +60.0% |
| AXS Axis Capital Holdings Ltd. | 0.02% | 8,677 | $901K | New |
| TTC Toro Co. | 0.02% | 12,629 | $893K | New |
| TEAM Atlassian Corp. Class A | 0.02% | 4,387 | $891K | Add +352.7% |
| NRG NRG Energy Inc. | 0.02% | 5,537 | $889K | Reduce -2.5% |
| CCK Crown Holdings Inc. | 0.02% | 8,608 | $886K | New |
| SEE Sealed Air Corp. | 0.02% | 28,551 | $886K | Add +2.2% |
| GL Globe Life Inc. | 0.02% | 7,100 | $883K | New |
| ORI Old Republic Intl Corp. | 0.02% | 22,894 | $880K | New |
| DDOG Datadog Inc. Class A | 0.02% | 6,544 | $879K | New |
| RGLD Royal Gold Inc. | 0.02% | 4,938 | $878K | New |
| EG Everest Group Ltd. | 0.02% | 2,573 | $875K | New |
| HOOD Robinhood Markets Inc. Class A | 0.02% | 9,276 | $869K | Add +58.5% |
| MKTX Marketaxess Holdings Inc. | 0.02% | 3,878 | $866K | New |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.02% | 6,012 | $863K | New |
| SCHM Schwab US Mid Cap ETF | 0.02% | 30,694 | $861K | Add +34.4% |
| RHI Robert Half Inc. | 0.02% | 20,895 | $858K | New |
| ICE Intercontinental Exchange Inc. | 0.02% | 4,647 | $853K | Add +23.1% |
| KDP Keurig Dr Pepper Inc. | 0.02% | 25,755 | $851K | New |
| AXON Axon Enterprise Inc. | 0.02% | 1,025 | $849K | Add +26.1% |
| DOV Dover Corp. | 0.02% | 4,630 | $848K | Add +54.1% |
| CDNS Cadence Design SYS Inc. | 0.02% | 2,741 | $845K | Add +173.3% |
| AGG iShares Core U.S. Aggregate | 0.02% | 8,463 | $840K | Add +57.7% |
| SUB iShares Short-Term National | 0.02% | 7,833 | $833K | Reduce -5.9% |
| KMB Kimberly-Clark Corp. | 0.02% | 6,453 | $832K | Add +5.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 8,813 | $828K | Add +37.8% |
| ORLY O'reilly Automotive Inc. | 0.02% | 9,188 | $828K | No change |
| WELL Welltower Inc. | 0.02% | 5,365 | $825K | Add +27.0% |
| WBD Warner Bros Discovery Inc. | 0.02% | 71,943 | $824K | Add +3.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.02% | 9,900 | $818K | No change |
| ZM Zoom Communications Inc. | 0.02% | 10,481 | $817K | New |
| CPRT Copart Inc. | 0.02% | 16,644 | $817K | Add +13.0% |
| USFD US Foods Holding Corp. | 0.02% | 10,572 | $814K | New |
| EXEL Exelixis Inc. | 0.02% | 18,275 | $805K | New |
| IVLU iShares MSCI International V | 0.02% | 24,322 | $800K | Add +19.7% |
| CAH Cardinal Health Inc. | 0.02% | 4,760 | $800K | Add +6.8% |
| WDC Western Digital Corp. | 0.02% | 12,256 | $784K | Add +46.4% |
| ARW Arrow Electronics Inc. | 0.02% | 6,133 | $781K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.02% | 10,723 | $779K | Reduce -2.9% |
| PEGA Pegasystems Inc. | 0.02% | 14,334 | $776K | New |
| EME Emcor Group Inc. | 0.02% | 1,447 | $774K | New |
| DINO HF Sinclair Corp. | 0.02% | 18,742 | $770K | New |
| ETSY Etsy Inc. | 0.02% | 15,342 | $770K | New |
| ICLR Icon PLC | 0.02% | 5,284 | $769K | New |
| MTZ Mastec Inc. | 0.02% | 4,504 | $768K | Add +149.8% |
| ETR Entergy Corp. | 0.02% | 9,183 | $763K | Add +0.1% |
| CTAS Cintas Corp. | 0.02% | 3,421 | $762K | Add +152.7% |
| BBY Best Buy Co. Inc. | 0.02% | 11,348 | $762K | Add +152.9% |
| EA Electronic Arts Inc. | 0.02% | 4,736 | $756K | Add +35.7% |
| XLE SS Energy Select Sector | 0.02% | 8,871 | $752K | Reduce -10.1% |
| ASH Ashland Inc. | 0.02% | 14,951 | $752K | New |
| CVS CVS Health Corp. | 0.02% | 10,795 | $745K | Add +18.3% |
| DD Dupont DE Nemours Inc. | 0.02% | 10,838 | $743K | Add +101.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 7,456 | $742K | Reduce -3.4% |
| CBRL Cracker Barrel Old Country | 0.02% | 12,115 | $740K | Add +18.4% |
| EMBJ Embraer SA-Spon ADR | 0.02% | 12,979 | $739K | Reduce -3.5% |
| PWR Quanta Services Inc. | 0.02% | 1,953 | $738K | Add +7.2% |
| IAU iShares Gold Trust | 0.02% | 11,775 | $734K | Add +105.5% |
| AOA iShares Core 80/20 Aggressiv | 0.02% | 8,802 | $734K | Add +2.5% |
| PAYC Paycom Software Inc. | 0.02% | 3,148 | $728K | Add +5.5% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 6,002 | $726K | Reduce -0.1% |
| IWN iShares Russell 2000 Value E | 0.02% | 4,603 | $726K | Add +27.1% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 6,611 | $725K | Add +33.2% |
| UL Unilever PLC | 0.02% | 11,821 | $723K | Add +16.6% |
| VLO Valero Energy Corp. | 0.02% | 5,346 | $719K | Add +92.9% |
| THC Tenet Healthcare Corp. | 0.02% | 4,056 | $714K | New |
| BPOP Popular Inc. | 0.02% | 6,467 | $713K | New |
| DUK Duke Energy Corp. | 0.02% | 6,039 | $713K | Add +2.7% |
| CARR Carrier Global Corp. | 0.02% | 9,730 | $712K | Add +4.6% |
| TXT Textron Inc. | 0.02% | 8,836 | $709K | New |
| SHEL Shell PLC-ADR | 0.02% | 10,039 | $707K | Add +51.7% |
| VXF Vanguard Extended Market ETF | 0.02% | 3,661 | $705K | Add +0.3% |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 11,521 | $705K | Add +25.6% |
| TRMB Trimble Inc. | 0.02% | 9,268 | $704K | Add +125.7% |
| VLTO Veralto Corp. | 0.02% | 6,950 | $702K | Add +89.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 17,313 | $701K | Add +57.2% |
| AVUS Avantis U.S. Equity ETF | 0.02% | 6,952 | $701K | Add +0.1% |
| PATH Uipath Inc. Class A | 0.02% | 54,539 | $698K | New |
| PSX Phillips 66 | 0.02% | 5,841 | $697K | Reduce -48.8% |
| OSK Oshkosh Corp. | 0.02% | 6,098 | $692K | New |
| HAS Hasbro Inc. | 0.02% | 9,361 | $691K | Add +66.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 7,576 | $690K | Add +17.4% |
| HAL Halliburton Co. | 0.02% | 33,849 | $690K | New |
| KEYS Keysight Technologies Inc. | 0.02% | 4,208 | $689K | Add +30.9% |
| CEG Constellation Energy | 0.02% | 2,134 | $689K | Add +19.6% |
| JHG Janus Henderson Group PLC | 0.02% | 17,630 | $685K | New |
| INDA iShares MSCI India ETF | 0.02% | 12,247 | $682K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 7,469 | $680K | Add +1.6% |
| VGK Vanguard Ftse Europe ETF | 0.02% | 8,711 | $675K | Reduce -2.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.02% | 5,008 | $673K | Add +5.8% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 8,310 | $673K | Add +1.5% |
| SCHV Schwab US Large-Cap Value | 0.02% | 24,194 | $669K | Add +24.6% |
| D Dominion Energy Inc. | 0.02% | 11,824 | $668K | Add +40.0% |
| BND Vanguard Total Bond Market | 0.02% | 9,067 | $668K | Reduce -4.4% |
| MDT Medtronic PLC | 0.02% | 7,650 | $667K | Reduce -81.6% |
| CSX CSX Corp. | 0.02% | 20,420 | $666K | Add +16.1% |
| RWT Redwood Trust Inc. | 0.02% | 112,617 | $666K | Add +50.4% |
| DELL Dell Technologies -C | 0.02% | 5,415 | $664K | Add +74.8% |
| SCI Service Corp. International | 0.02% | 8,153 | $664K | Add +45.2% |
| ACVA Acv Auctions Inc. Class A | 0.02% | 40,703 | $660K | Add +2.1% |
| WTW Willis Towers Watson PLC | 0.02% | 2,151 | $659K | Add +52.8% |
| PEG Public Service Enterprise GP | 0.02% | 7,813 | $658K | Add +1.9% |
| MAT Mattel Inc. | 0.02% | 33,207 | $655K | Add +156.0% |
| HWM Howmet Aerospace Inc. | 0.02% | 3,494 | $650K | Add +7.2% |
| UBSI United Bankshares Inc. | 0.02% | 17,832 | $650K | Add +4.3% |
| TGT Target Corp. | 0.02% | 6,528 | $644K | Reduce -4.5% |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 5,075 | $643K | Add +0.3% |
| BIIB Biogen Inc. | 0.02% | 5,102 | $641K | New |
| EVR Evercore Inc. Class A | 0.02% | 2,366 | $639K | New |
| ESTC Elastic NV | 0.02% | 7,566 | $638K | New |
| LECO Lincoln Electric Holdings | 0.02% | 3,059 | $634K | New |
| ONTO Onto Innovation Inc. | 0.02% | 6,262 | $632K | Add +8.4% |
| USRT iShares Core US REIT ETF | 0.02% | 11,095 | $628K | Add +0.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 5,042 | $623K | Add +18.2% |
| CFG Citizens Financial Group | 0.02% | 13,892 | $622K | Add +167.2% |
| SLV iShares Silver Trust | 0.02% | 18,910 | $620K | Reduce -1.1% |
| FMC FMC Corp. | 0.02% | 14,842 | $620K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 771 | $618K | Add +14.2% |
| DUOL Duolingo | 0.02% | 1,506 | $618K | New |
| PCTY Paylocity Holding Corp. | 0.02% | 3,399 | $616K | Add +36.9% |
| PGX Invesco Preferred ETF | 0.02% | 55,248 | $615K | Add +1.4% |
| INDY iShares India 50 ETF | 0.02% | 11,260 | $612K | Add +0.7% |
| DSGR Distribution Solutions Group | 0.02% | 22,251 | $611K | Add +0.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 7,257 | $608K | No change |
| FLIN Franklin Ftse India ETF | 0.02% | 15,254 | $608K | Add +0.2% |
| DLN Wisdomtree US Largecap Divid | 0.02% | 7,379 | $606K | Add +162.8% |
| RKLB Rocket Lab Corp. | 0.02% | 16,576 | $593K | Reduce -30.8% |
| TSN Tyson Foods Inc. Class A | 0.02% | 10,573 | $591K | New |
| SRE Sempra | 0.02% | 7,798 | $591K | Add +5.2% |
| DOCU Docusign Inc. | 0.02% | 7,584 | $591K | Add +0.1% |
| IGF iShares Global Infrastructur | 0.02% | 9,941 | $588K | Add +3.8% |
| FR First Industrial Realty TR | 0.02% | 12,222 | $588K | New |
| GDDY GoDaddy Inc. Class A | 0.02% | 3,254 | $586K | New |
| PLD Prologis Inc. | 0.02% | 5,573 | $586K | Reduce -31.8% |
| VMC Vulcan Materials Co. | 0.02% | 2,243 | $585K | Add +14.3% |
| LULU Lululemon Athletica Inc. | 0.02% | 2,460 | $584K | Add +53.3% |
| NVR NVR Inc. | 0.02% | 79 | $584K | Add +4.0% |
| DGRO iShares Core Dividend Growth | 0.02% | 9,130 | $584K | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 7,402 | $583K | Reduce -0.7% |
| SNPS Synopsys Inc. | 0.02% | 1,131 | $580K | Add +17.6% |
| FAST Fastenal Co. | 0.02% | 13,751 | $578K | Add +4.0% |
| TER Teradyne Inc. | 0.02% | 6,340 | $570K | New |
| WEN The Wendy's Co. | 0.02% | 49,848 | $569K | New |
| ADI Analog Devices Inc. | 0.02% | 2,389 | $569K | Add +19.6% |
| TRI Thomson Reuters Corp. | 0.02% | 2,824 | $568K | Add +0.6% |
| BR Broadridge Financial Solutio | 0.02% | 2,326 | $565K | Add +1.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 10,613 | $560K | Add +6.9% |
| FNF Fidelity National Financial | 0.02% | 9,949 | $558K | Add +191.8% |
| SCHG Schwab US Large-Cap Growth | 0.01% | 18,956 | $554K | Add +51.0% |
| DFAT Dimensional US Target Value | 0.01% | 10,255 | $553K | Reduce -23.5% |
| FIS Fidelity National Info Serv | 0.01% | 6,790 | $553K | Add +135.7% |
| CHDN Churchill Downs Inc. | 0.01% | 5,458 | $551K | New |
| CNXC Concentrix Corp. | 0.01% | 10,423 | $551K | New |
| FANG Diamondback Energy Inc. | 0.01% | 4,005 | $550K | Add +122.1% |
| FLS Flowserve Corp. | 0.01% | 10,487 | $549K | New |
| SHW The Sherwin-Williams Co. | 0.01% | 1,592 | $547K | Reduce -7.9% |
| NET Cloudflare Inc. Class A | 0.01% | 2,775 | $544K | Reduce -33.5% |
| CW Curtiss-Wright Corp. | 0.01% | 1,112 | $543K | New |
| TTMI TTM Technologies | 0.01% | 13,307 | $543K | Add +0.3% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 3,984 | $539K | Add +27.5% |
| RL Ralph Lauren Corp. | 0.01% | 1,959 | $537K | New |
| APP AppLovin Corp. Class A | 0.01% | 1,528 | $535K | Reduce -27.2% |
| IVZ Invesco Ltd. | 0.01% | 33,843 | $534K | New |
| J Jacobs Solutions Inc. | 0.01% | 4,043 | $531K | New |
| XLC SS Comm Select Sector SPDR | 0.01% | 4,887 | $530K | Add +25.6% |
| BBWI Bath & Body Works Inc. | 0.01% | 17,664 | $529K | New |
| DFIV Dimensional International Va | 0.01% | 12,343 | $529K | Add +6.4% |
| OTIS Otis Worldwide Corp. | 0.01% | 5,293 | $524K | Add +67.5% |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 4,305 | $523K | Add +9.0% |
| EPR Epr Properties filed as EPR PPTYS | 0.01% | 8,923 | $520K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 12,987 | $520K | Add +6.4% |
| BWA Borgwarner Inc. | 0.01% | 15,482 | $518K | New |
| BALL Ball Corp. | 0.01% | 9,190 | $515K | Add +133.5% |
| HPE Hewlett Packard Enterprise | 0.01% | 25,131 | $514K | Add +21.7% |
| DLTR Dollar Tree Inc. | 0.01% | 5,168 | $512K | New |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 8,043 | $511K | Add +77.5% |
| RYN Rayonier Inc. | 0.01% | 23,019 | $511K | Add +186.3% |
| RIVN Rivian Automotive Inc. Class A | 0.01% | 36,817 | $506K | Add +5.3% |
| PAG Penske Automotive Group Inc. | 0.01% | 2,936 | $504K | New |
| ET Energy Transfer LP | 0.01% | 27,794 | $504K | Reduce -14.7% |
| SPOT Spotify Technology SA | 0.01% | 656 | $503K | Add +24.5% |
| DRI Darden Restaurants Inc. | 0.01% | 2,308 | $503K | New |
| UAL United Airlines Holdings Inc. | 0.01% | 6,307 | $502K | New |
| OC Owens Corning | 0.01% | 3,651 | $502K | New |
| WTRG Essential Utilities Inc. | 0.01% | 13,483 | $501K | Reduce -25.6% |
| WAT Waters Corp. | 0.01% | 1,429 | $499K | Add +10.3% |
| SCHO Schwab Short-Term US Treas | 0.01% | 20,418 | $498K | Add +6.7% |
| AVDV Avantis Intl S/C Value ETF | 0.01% | 6,233 | $494K | Reduce -0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 6,911 | $492K | Add +65.5% |
| SCHP Schwab U.S. Tips ETF | 0.01% | 18,364 | $490K | Add +0.4% |
| KMPR Kemper Corp. | 0.01% | 7,590 | $490K | New |
| IDEV iShares Core MSCI Dev MKTS | 0.01% | 6,439 | $490K | No change |
| MEDP Medpace Holdings Inc. | 0.01% | 1,559 | $489K | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.01% | 1,210 | $489K | Reduce -19.9% |
| CMF iShares California Muni Bond | 0.01% | 8,757 | $488K | No change |
| HPQ HP Inc. | 0.01% | 19,885 | $486K | Reduce -1.9% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.01% | 2,296 | $486K | Add +0.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.01% | 5,184 | $486K | Add +2.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.01% | 6,483 | $486K | Add +0.3% |
| CME Cme Group Inc. | 0.01% | 1,762 | $486K | Add +46.1% |
| PKG Packaging Corp. of America | 0.01% | 2,572 | $485K | New |
| XLI SS Industrial Select Sector | 0.01% | 3,280 | $484K | Reduce -13.8% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.01% | 10,450 | $482K | Add +2.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.01% | 9,465 | $480K | New |
| NSC Norfolk Southern Corp. | 0.01% | 1,873 | $480K | Add +9.2% |
| ADT Adt Inc. | 0.01% | 56,532 | $479K | New |
| MPWR Monolithic Power Systems Inc. | 0.01% | 653 | $477K | Reduce -3.7% |
| PB Prosperity Bancshares Inc. | 0.01% | 6,791 | $477K | New |
| SAIC Science Applications Inte | 0.01% | 4,223 | $476K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 6,802 | $475K | Add +17.9% |
| MET Metlife Inc. | 0.01% | 5,902 | $475K | Add +30.1% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 5,202 | $474K | Add +174.9% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.01% | 5,102 | $469K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 4,249 | $469K | Add +1.8% |
| SNV Synovus Financial Corp. | 0.01% | 9,036 | $468K | New |
| RJF Raymond James Financial Inc. | 0.01% | 3,031 | $465K | Add +5.9% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.01% | 30,143 | $463K | Add +4.6% |
| ROK Rockwell Automation Inc. | 0.01% | 1,387 | $461K | Reduce -2.0% |
| GTM Zoominfo Technologies Inc. | 0.01% | 45,238 | $458K | New |
| AME Ametek Inc. | 0.01% | 2,521 | $456K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.01% | 10,727 | $455K | Add +16.5% |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 2,638 | $454K | Add +5.7% |
| VTIP Vanguard Short-Term Tips | 0.01% | 9,037 | $454K | Reduce -23.2% |
| DGX Quest Diagnostics Inc. | 0.01% | 2,529 | $454K | Add +16.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 1,448 | $453K | Add +10.2% |
| AWI Armstrong World Industries | 0.01% | 2,779 | $451K | New |
| EQIX Equinix Inc. | 0.01% | 567 | $451K | Add +89.0% |
| FLR Fluor Corp. | 0.01% | 8,787 | $451K | New |
| LPLA LPL Financial Holdings Inc. | 0.01% | 1,199 | $450K | Reduce -0.9% |
| BAH Booz Allen Hamilton Holdings | 0.01% | 4,317 | $450K | New |
| JBL Jabil Inc. | 0.01% | 2,058 | $449K | Add +1.6% |
| IYR iShares US Real Estate ETF | 0.01% | 4,737 | $449K | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 7,352 | $448K | Add +1.2% |
| GWRE Guidewire Software Inc. | 0.01% | 1,897 | $447K | New |
| OHI Omega Healthcare Investors | 0.01% | 12,181 | $446K | New |
| SONY Sony Group Corp. - SP ADR | 0.01% | 17,131 | $446K | Add +6.3% |
| WING Wingstop Inc. | 0.01% | 1,323 | $446K | New |
| AKAM Akamai Technologies Inc. | 0.01% | 5,553 | $443K | Add +8.2% |
| CIEN Ciena Corp. | 0.01% | 5,445 | $443K | New |
| PPG PPG Industries Inc. | 0.01% | 3,874 | $441K | Add +1.3% |
| UNFI United Natural Foods Inc. | 0.01% | 18,714 | $436K | Add +0.1% |
| KMI Kinder Morgan Inc. | 0.01% | 14,761 | $434K | Add +13.8% |
| XPO Xpo Inc. | 0.01% | 3,399 | $429K | Add +1.3% |
| MELI MercadoLibre Inc. | 0.01% | 162 | $423K | Add +28.6% |
| CRH CRH PLC | 0.01% | 4,610 | $423K | Add +16.5% |
| DFAS Dimensional US Small Cap ETF | 0.01% | 6,538 | $417K | Reduce -1.0% |
| ZG Zillow Group Inc. Class A | 0.01% | 6,045 | $414K | Reduce -0.3% |
| SMH Vaneck Semiconductor ETF | 0.01% | 1,483 | $413K | New |
| PSP Invesco Global Listed Privat | 0.01% | 6,000 | $413K | No change |
| KEY Keycorp | 0.01% | 23,680 | $413K | Add +1.5% |
| SGI Somnigroup International Inc. | 0.01% | 6,025 | $410K | Add +1.6% |
| APTV Aptiv PLC | 0.01% | 5,981 | $408K | New |
| SCHK Schwab 1000 Index ETF | 0.01% | 13,617 | $406K | New |
| MSI Motorola Solutions Inc. | 0.01% | 965 | $406K | Reduce -14.9% |
| EW Edwards Lifesciences Corp. | 0.01% | 5,185 | $406K | Add +18.4% |
| GAP The Gap Inc. | 0.01% | 18,586 | $405K | New |
| EQT Eqt Corp. | 0.01% | 6,936 | $405K | New |
| ROKU Roku Inc. | 0.01% | 4,598 | $404K | New |
| O Realty Income Corp. | 0.01% | 7,012 | $404K | Add +18.4% |
| KKR KKR & Co. Inc. | 0.01% | 3,034 | $404K | Reduce -35.4% |
| IT Gartner Inc. | 0.01% | 997 | $403K | Add +49.3% |
| Z Zillow Group Inc. Class C | 0.01% | 5,747 | $403K | Add +2.5% |
| CHRD Chord Energy Corp. | 0.01% | 4,155 | $402K | New |
| TRGP Targa Resources Corp. | 0.01% | 2,310 | $402K | Add +15.3% |
| ARTY iShares Future AI & Tech ETF | 0.01% | 9,731 | $399K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 1,086 | $398K | Add +0.5% |
| URI United Rentals Inc. | 0.01% | 528 | $397K | Add +4.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 1,653 | $397K | Add +25.4% |
| DIHP Dimensional International Hi | 0.01% | 13,453 | $397K | Add +8.5% |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 3,332 | $396K | Reduce -4.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.01% | 13,754 | $394K | Add +7.6% |
| DHI D.R. Horton Inc. | 0.01% | 3,056 | $394K | Add +24.2% |
| ALK Alaska Air Group Inc. | 0.01% | 7,952 | $393K | Reduce -90.2% |
| SOXX iShares Semiconductor ETF | 0.01% | 1,648 | $393K | Add +0.2% |
| EBAY eBay Inc. | 0.01% | 5,218 | $389K | Reduce -2.1% |
| VST Vistra Corp. | 0.01% | 2,003 | $388K | New |
| LDOS Leidos Holdings Inc. | 0.01% | 2,458 | $388K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.01% | 7,892 | $387K | New |
| MKL Markel Group Inc. | 0.01% | 193 | $385K | Add +60.8% |
| QDEL Quidelortho Corp. | 0.01% | 13,337 | $384K | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.01% | 3,542 | $382K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 7,012 | $381K | Reduce -17.2% |
| BXSL Blackstone Secured Lending F | 0.01% | 12,369 | $380K | New |
| MUB iShares National Muni Bond E | 0.01% | 3,627 | $379K | Add +49.9% |
| XLG Invesco S&P 500 Top 50 ETF | 0.01% | 7,237 | $377K | Add +0.7% |
| AN Autonation Inc. | 0.01% | 1,893 | $376K | New |
| BRKR Bruker Corp. | 0.01% | 9,119 | $376K | New |
| NDAQ Nasdaq Inc. | 0.01% | 4,194 | $375K | New |
| RPG Invesco S&P 500 Pure Growth | 0.01% | 8,190 | $375K | Add +0.1% |
| RGA Reinsurance Group of America | 0.01% | 1,888 | $375K | New |
| AMCR Amcor PLC | 0.01% | 40,623 | $373K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 4,571 | $373K | Add +8.0% |
| MORN Morningstar Inc. | 0.01% | 1,188 | $373K | New |
| IEUR iShares Core MSCI Europe ETF | 0.01% | 5,632 | $373K | New |
| PNQI Invesco Nasdaq Internet ETF | 0.01% | 7,084 | $370K | Reduce -0.9% |
| PK Park Hotels & Resorts Inc. | 0.01% | 35,876 | $367K | New |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 3,232 | $367K | Reduce -0.2% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.01% | 3,307 | $366K | Add +1.3% |
| EXAS Exact Sciences Corp. | 0.01% | 6,882 | $366K | New |
| IXC iShares Global Energy ETF | 0.01% | 9,299 | $365K | Reduce -0.6% |
| IYW iShares Ustechnology ETF | 0.01% | 2,106 | $365K | New |
| AR Antero Resources Corp. | 0.01% | 9,049 | $364K | New |
| FLEX Flex Ltd. | 0.01% | 7,271 | $363K | Add +5.0% |
| SPG Simon Property Group Inc. | 0.01% | 2,246 | $361K | Add +23.8% |
| WAB Wabtec Corp. | 0.01% | 1,722 | $360K | Add +45.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.01% | 4,279 | $360K | Add +10.0% |
| SPEM State Street SP PTF Em ETF | 0.01% | 8,416 | $360K | Add +10.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.01% | 6,235 | $359K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 32,945 | $357K | Add +33.3% |
| PNR Pentair PLC | 0.01% | 3,458 | $355K | New |
| ED Consolidated Edison Inc. | 0.01% | 3,511 | $352K | Add +19.2% |
| SNDK Sandisk Corp. | 0.01% | 7,747 | $351K | New |
| IDXX Idexx Laboratories Inc. | 0.01% | 654 | $351K | New |
| NBIX Neurocrine Biosciences Inc. | 0.01% | 2,790 | $351K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 7,523 | $349K | Add +0.4% |
| INVH Invitation Homes Inc. | 0.01% | 10,609 | $348K | New |
| SBAC SBA Communications Corp. | 0.01% | 1,478 | $347K | New |
| ABM Abm Industries Inc. | 0.01% | 7,344 | $347K | Add +5.3% |
| PCG P G & E Corp. | 0.01% | 24,849 | $346K | Add +95.8% |
| DLB Dolby Laboratories Inc. Class A | 0.01% | 4,639 | $345K | New |
| GDX Vaneck Gold Miners ETF | 0.01% | 6,600 | $344K | Add +46.7% |
| STT State Street Corp. | 0.01% | 3,222 | $343K | Add +4.8% |
| STE Steris PLC | 0.01% | 1,414 | $340K | New |
| HDV iShares Core High Dividend E | 0.01% | 2,889 | $338K | Reduce -5.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.01% | 1,032 | $336K | Reduce -14.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 14,478 | $336K | Add +2.2% |
| MKSI MKS Inc. | 0.01% | 3,380 | $336K | New |
| FBND Fidelity Total Bond ETF | 0.01% | 7,340 | $336K | New |
| XEL Xcel Energy Inc. | 0.01% | 4,916 | $335K | Reduce -0.3% |
| CGNX Cognex Corp. | 0.01% | 10,526 | $334K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 4,013 | $333K | New |
| IGV iShares Expanded Tech-Softwa | 0.01% | 3,034 | $332K | New |
| IUSV iShares Core S&P U.S. Value | 0.01% | 3,507 | $332K | Add +18.2% |
| CCL Carnival Corp. | 0.01% | 11,793 | $332K | New |
| IDR Idaho Strategic Resources Inc. | 0.01% | 25,341 | $331K | No change |
| WBS Webster Financial Corp. | 0.01% | 6,051 | $330K | New |
| EOG EOG Resources Inc. | 0.01% | 2,754 | $329K | Reduce -54.0% |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 1,065 | $328K | New |
| UTHR United Therapeutics Corp. | 0.01% | 1,140 | $327K | New |
| CRBG Corebridge Financial Inc. | 0.01% | 9,197 | $326K | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 313 | $326K | Add +3.3% |
| VTHR Vanguard Russell 3000 | 0.01% | 1,190 | $325K | Add +0.3% |
| CINF Cincinnati Financial Corp. | 0.01% | 2,172 | $323K | New |
| FIVE Five Below | 0.01% | 2,466 | $323K | New |
| VOX Vanguard Communication Servi | 0.01% | 1,891 | $323K | Reduce -37.8% |
| MHK Mohawk Industries Inc. | 0.01% | 3,083 | $323K | New |
| RY Royal Bank of Canada | 0.01% | 2,445 | $322K | Add +4.3% |
| OKTA Okta Inc. | 0.01% | 3,215 | $321K | Add +60.9% |
| ACGL Arch Capital Group Ltd. | 0.01% | 3,507 | $319K | Add +63.5% |
| XYZ Block Inc. | 0.01% | 4,690 | $319K | Add +8.3% |
| COLL Collegium Pharmaceutical Inc. | 0.01% | 10,765 | $318K | Add +0.8% |
| MAIN Main Street Capital Corp. | 0.01% | 5,376 | $318K | Reduce -7.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 3,820 | $317K | New |
| SPT Sprout Social Inc. Class A | 0.01% | 15,127 | $316K | Add +16.8% |
| GIS General Mills Inc. | 0.01% | 6,083 | $315K | Add +18.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 4,371 | $315K | Reduce -0.8% |
| IYY iShares Dow Jones U.S. ETF | 0.01% | 2,085 | $315K | No change |
| EVRG Evergy Inc. | 0.01% | 4,562 | $314K | Add +7.3% |
| UHS Universal Health Services-B | 0.01% | 1,719 | $311K | New |
| KNX Knight-Swift Transportation | 0.01% | 7,024 | $311K | New |
| WIP State Street SPDR Ftse Inter | 0.01% | 7,787 | $311K | Add +1.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.01% | 4,967 | $309K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 961 | $308K | Add +7.1% |
| FFIV F5 Inc. | 0.01% | 1,043 | $307K | New |
| XLRE SS Real Estate Select Sector | 0.01% | 7,402 | $307K | Reduce -5.8% |
| CNP Centerpoint Energy Inc. | 0.01% | 8,309 | $305K | Add +2.0% |
| FTV Fortive Corp. | 0.01% | 5,829 | $304K | Reduce -8.5% |
| SNAP Snap Inc. Class A | 0.01% | 34,779 | $302K | Add +1.4% |
| ROP Roper Technologies Inc. | 0.01% | 533 | $302K | Add +27.8% |
| PEN Penumbra Inc. | 0.01% | 1,177 | $302K | New |
| HDB HDFC Bank Ltd.-ADR | 0.01% | 3,910 | $300K | New |
| REGN Regeneron Pharmaceuticals | 0.01% | 571 | $300K | Reduce -43.1% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.01% | 8,817 | $300K | No change |
| VGSH Vanguard Short-Term Treasury | 0.01% | 5,090 | $299K | Add +8.5% |
| ENB Enbridge Inc. | 0.01% | 6,592 | $299K | Add +4.7% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.01% | 9,151 | $298K | New |
| IXN iShares Global Tech ETF | 0.01% | 3,222 | $298K | Reduce -26.7% |
| IMMR Immersion Corporation | 0.01% | 37,750 | $297K | Add +0.1% |
| ESRT Empire State Realty Trust-A | 0.01% | 36,691 | $297K | New |
| MFC Manulife Financial Corp. | 0.01% | 9,258 | $296K | Add +0.1% |
| DFAW Dimensional World Eqty ETF | 0.01% | 4,407 | $296K | Add +33.8% |
| WAFD Wafd Inc. | 0.01% | 10,087 | $295K | Add +3.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 3,093 | $295K | New |
| EEFT Euronet Worldwide Inc. | 0.01% | 2,894 | $293K | New |
| NTAP Netapp Inc. | 0.01% | 2,746 | $293K | New |
| GPC Genuine Parts Co. | 0.01% | 2,405 | $292K | Reduce -1.9% |
| OVV Ovintiv Inc. | 0.01% | 7,652 | $291K | New |
| EQWL Invesco S&P 100 Equal Weight | 0.01% | 2,629 | $289K | New |
| NNN NNN REIT Inc. | 0.01% | 6,691 | $289K | New |
| CBOE Cboe Global Markets Inc. | 0.01% | 1,235 | $288K | Add +10.4% |
| HBAN Huntington Bancshares Inc. | 0.01% | 17,161 | $288K | Add +41.9% |
| DON Wisdomtree US Midcap Dividen | 0.01% | 5,735 | $287K | Add +26.0% |
| PFG Principal Financial Group | 0.01% | 3,618 | $287K | Add +5.5% |
| NXPI NXP Semiconductors NV | 0.01% | 1,312 | $287K | Add +14.7% |
| IR Ingersoll-Rand Inc. | 0.01% | 3,444 | $286K | Add +17.9% |
| APLS Apellis Pharmaceuticals Inc. | 0.01% | 16,539 | $286K | New |
| HFWA Heritage Financial Corp. | 0.01% | 12,002 | $286K | Add +1.2% |
| AVUV Avantis US Small Cap Value | 0.01% | 3,137 | $286K | Reduce -10.7% |
| L Loews Corp. | 0.01% | 3,115 | $286K | Add +36.4% |
| CHKP Check Point Software Tech | 0.01% | 1,285 | $284K | Add +1.5% |
| STLD Steel Dynamics Inc. | 0.01% | 2,219 | $284K | New |
| MCHP Microchip Technology Inc. | 0.01% | 4,028 | $283K | New |
| GRAL Grail Inc. | 0.01% | 5,507 | $283K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 3,491 | $282K | Add +1.6% |
| S Sentinelone Inc. Class A | 0.01% | 15,389 | $281K | New |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.01% | 8,790 | $281K | Add +5.5% |
| VDC Vanguard Consumer Staple ETF | 0.01% | 1,281 | $281K | Add +28.0% |
| PPC Pilgrim's Pride Corp. | 0.01% | 6,203 | $279K | New |
| PECO Phillips Edison & Company Inc. | 0.01% | 7,958 | $279K | New |
| ODFL Old Dominion Freight Line | 0.01% | 1,713 | $278K | Add +10.2% |
| EMBD Global X Emerging Markets BD | 0.01% | 11,893 | $277K | New |
| PRU Prudential Financial Inc. | 0.01% | 2,580 | $277K | Reduce -33.0% |
| MOS The Mosaic Co. | 0.01% | 7,580 | $277K | New |
| FETH Fidelity Ethereum Fund | 0.01% | 10,960 | $276K | Reduce -40.3% |
| DOW Dow Inc. | 0.01% | 10,401 | $275K | Add +12.5% |
| CRUS Cirrus Logic Inc. | 0.01% | 2,636 | $275K | New |
| SLF Sun Life Financial Inc. | 0.01% | 4,131 | $274K | Reduce -11.5% |
| AOR iShares Core 60/40 Balanced | 0.01% | 4,439 | $273K | Reduce -0.4% |
| HDEF Xtrackers MSCI Eafe High Div | 0.01% | 9,454 | $273K | New |
| UNM Unum Group | 0.01% | 3,369 | $272K | Add +2.5% |
| FTSL First Trust Senior Loan ETF | 0.01% | 5,906 | $271K | Reduce -6.8% |
| EWBC East West Bancorp Inc. | 0.01% | 2,642 | $267K | New |
| TDC Teradata Corp. | 0.01% | 11,956 | $267K | New |
| FDL First Trust Morn DVD Lead Inc. | 0.01% | 6,349 | $266K | Add +0.8% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.01% | 10,321 | $266K | Add +4.8% |
| AXTA Axalta Coating Systems Ltd. | 0.01% | 8,885 | $264K | New |
| COR Cencora Inc. | 0.01% | 879 | $264K | New |
| ADPT Adaptive Biotechnologies | 0.01% | 22,601 | $263K | Add +1.3% |
| ARKK ARK Innovation ETF | 0.01% | 3,743 | $263K | New |
| TXG 10X Genomics Inc. Class A | 0.01% | 22,687 | $263K | New |
| PSN Parsons Corp. | 0.01% | 3,653 | $262K | New |
| WY Weyerhaeuser Co. | 0.01% | 10,178 | $261K | Add +4.2% |
| MCO Moody's Corp. | 0.01% | 519 | $260K | New |
| TDIV FT Nasdaq Tech DVD Index FD | 0.01% | 2,865 | $258K | New |
| BEN Franklin Templeton Inc. | 0.01% | 10,779 | $257K | New |
| FE Firstenergy Corp. | 0.01% | 6,377 | $257K | Add +1.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 4,794 | $255K | New |
| ZION Zions Bancorp NA | 0.01% | 4,849 | $252K | New |
| GOGO Gogo Inc. | 0.01% | 17,133 | $252K | Add +0.8% |
| DISV Dimensional International SM | 0.01% | 7,625 | $251K | New |
| ARCC Ares Capital Corp. | 0.01% | 11,372 | $250K | Reduce -0.3% |
| XLY SS Consumer Disc Select Sect | 0.01% | 1,142 | $248K | Reduce -28.5% |
| CENTA Central Garden and Pet Co. Class A | 0.01% | 7,895 | $247K | Add +14.6% |
| IPG Interpublic Group of Cos Inc. | 0.01% | 10,031 | $246K | Add +3.0% |
| SNY Sanofi-ADR | 0.01% | 5,079 | $245K | Add +3.9% |
| IGOV iShares International Treasu | 0.01% | 5,679 | $245K | No change |
| ESLT Elbit Systems Ltd. | 0.01% | 545 | $245K | Add +1.5% |
| DV Doubleverify Holdings Inc. | 0.01% | 16,331 | $244K | New |
| HIG Hartford Insurance Group Inc. | 0.01% | 1,927 | $244K | New |
| WEC WEC Energy Group Inc. | 0.01% | 2,339 | $244K | Add +6.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 6,221 | $244K | New |
| EXC Exelon Corp. | 0.01% | 5,607 | $243K | Add +14.2% |
| TNL Travel + Leisure Co. | 0.01% | 4,690 | $242K | New |
| NTRS Northern Trust Corp. | 0.01% | 1,907 | $242K | New |
| GSIE Goldman Sachs Activebeta Int | 0.01% | 6,081 | $241K | Add +5.8% |
| CMA Comerica Inc. | 0.01% | 4,035 | $241K | Reduce -1.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.01% | 2,979 | $239K | Reduce -2.2% |
| ROST Ross Stores Inc. | 0.01% | 1,869 | $238K | Add +13.5% |
| SEDG Solaredge Technologies Inc. | 0.01% | 11,672 | $238K | Add +0.1% |
| FAF First American Financial | 0.01% | 3,860 | $237K | Add +15.0% |
| CNI Canadian Natl Railway Co. | 0.01% | 2,266 | $236K | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.01% | 6,987 | $235K | New |
| NI Nisource Inc. | 0.01% | 5,816 | $235K | Add +15.3% |
| ROL Rollins Inc. | 0.01% | 4,156 | $234K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 2,942 | $234K | New |
| ALSN Allison Transmission Holding | 0.01% | 2,432 | $231K | New |
| BNL Broadstone Net Lease Inc. | 0.01% | 14,358 | $230K | Add +10.9% |
| TW Tradeweb Markets Inc. Class A | 0.01% | 1,571 | $230K | New |
| TTWO Take-Two Interactive Softwre | 0.01% | 947 | $230K | New |
| ATRO Astronics Corp. | 0.01% | 6,869 | $230K | New |
| GSK GSK PLC-Spon ADR | 0.01% | 5,987 | $230K | New |
| COKE Coca-Cola Consolidated Inc. | 0.01% | 2,057 | $230K | New |
| MGM MGM Resorts International | 0.01% | 6,630 | $228K | New |
| TTE Totalenergies SE -Spon ADR | 0.01% | 3,712 | $228K | Reduce -1.0% |
| VTRS Viatris Inc. | 0.01% | 25,512 | $228K | New |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.01% | 10,338 | $228K | Add +1.2% |
| BKR Baker Hughes Co. | 0.01% | 5,937 | $228K | Add +11.8% |
| NXST Nexstar Media Group Inc. | 0.01% | 1,316 | $228K | New |
| LEN Lennar Corp. Class A | 0.01% | 2,049 | $227K | Add +6.1% |
| CTSH Cognizant Tech Solutions-A | 0.01% | 2,904 | $227K | Add +1.5% |
| CPT Camden Property Trust | 0.01% | 2,009 | $226K | New |
| ALGN Align Technology Inc. | 0.01% | 1,195 | $226K | New |
| VGLT Vanguard Long-Term Treasury | 0.01% | 4,032 | $226K | Add +4.0% |
| PTCT PTC Therapeutics Inc. | 0.01% | 4,628 | $226K | New |
| GLTR Abrdn Precious Metals Basket | 0.01% | 1,633 | $226K | No change |
| CHE Chemed Corp. | 0.01% | 461 | $224K | New |
| DDEC FT Vest U.S. Equity Deep Buf | 0.01% | 5,338 | $223K | No change |
| SCHH Schwab US REIT ETF | 0.01% | 10,535 | $223K | Add +3.9% |
| AWK American Water Works Co. Inc. | 0.01% | 1,601 | $223K | New |
| DIVO Amplify CWP Enhan Divid ETF | 0.01% | 5,227 | $222K | No change |
| GNRC Generac Holdings Inc. | 0.01% | 1,531 | $219K | New |
| CHD Church & Dwight Co. Inc. | 0.01% | 2,277 | $219K | New |
| FERG Ferguson Enterprises Inc. | 0.01% | 1,005 | $219K | New |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.01% | 9,305 | $218K | Reduce -8.4% |
| ABCB Ameris Bancorp | 0.01% | 3,362 | $218K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 8,789 | $216K | New |
| FENY Fidelity MSCI Energy Index | 0.01% | 9,158 | $215K | New |
| RACE Ferrari NV | 0.01% | 436 | $214K | New |
| PDBC Invesco Optimum Yield Divers | 0.01% | 16,382 | $214K | Add +12.9% |
| ES Eversource Energy | 0.01% | 3,350 | $213K | New |
| STRA Strategic Education Inc. | 0.01% | 2,474 | $211K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 6,194 | $209K | Reduce -7.0% |
| AIVL Wisdomtree US AI Enhanced Va | 0.01% | 1,851 | $209K | Add +0.2% |
| PNW Pinnacle West Capital | 0.01% | 2,329 | $208K | Reduce -53.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 914 | $208K | New |
| LVS Las Vegas Sands Corp. | 0.01% | 4,736 | $206K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 7,026 | $206K | Reduce -5.5% |
| WPM Wheaton Precious Metals Corp. | 0.01% | 2,288 | $205K | New |
| BFAM Bright Horizons Family Solut | 0.01% | 1,661 | $205K | New |
| ADM Archer-Daniels-Midland Co. | 0.01% | 3,879 | $205K | New |
| MGRC McGrath Rentcorp | 0.01% | 1,759 | $204K | New |
| IQLT iShares MSCI International Q | 0.01% | 4,703 | $203K | New |
| VAC Marriott Vacations World | 0.01% | 2,809 | $203K | New |
| OGE Oge Energy Corp. | 0.01% | 4,566 | $203K | Reduce -3.0% |
| EPAM Epam Systems Inc. | 0.01% | 1,142 | $202K | New |
| YUMC Yum China Holdings Inc. | 0.01% | 4,515 | $202K | Add +2.6% |
| GBX Greenbrier Companies Inc. | 0.01% | 4,347 | $200K | Reduce -57.7% |
| AMX America Movil Sab DE CV | 0.01% | 11,091 | $199K | Add +7.7% |
| ELME Elme Communities | 0.01% | 12,127 | $193K | Add +0.4% |
| NWL Newell Brands Inc. | 0.01% | 34,207 | $185K | New |
| SOLZ Solana ETF | 0.00% | 10,260 | $181K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 13,140 | $180K | Add +7.2% |
| HUN Huntsman Corp. | 0.00% | 17,264 | $180K | New |
| ICLN iShares Global Clean Energy | 0.00% | 13,545 | $178K | Add +3.5% |
| HLN Haleon PLC-ADR | 0.00% | 16,125 | $167K | Reduce -20.9% |
| ASX Ase Technology Holding -ADR | 0.00% | 16,071 | $166K | Reduce -7.3% |
| SFL SFL Corp. Ltd. | 0.00% | 19,717 | $164K | Reduce -0.4% |
| FTRE Fortrea Holdings Inc. | 0.00% | 31,616 | $156K | New |
| MIND Mind Technology Inc. | 0.00% | 18,448 | $156K | Add +6.5% |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 29,309 | $148K | Add +38.6% |
| HAYW Hayward Holdings Inc. | 0.00% | 10,611 | $146K | New |
| AGNC AGNC Investment Corp. | 0.00% | 15,800 | $145K | Add +7.2% |
| LZ Legalzoomcom Inc. | 0.00% | 14,977 | $133K | Reduce -39.6% |
| RIOT Riot Platforms Inc. | 0.00% | 11,342 | $128K | Reduce -4.4% |
| MQ Marqeta Inc. | 0.00% | 21,170 | $123K | Reduce -0.3% |
| DERM Journey Medical Corp. | 0.00% | 16,820 | $121K | Reduce -26.9% |
| ESBA Empire State Realty Op LP-Es | 0.00% | 15,311 | $121K | No change |
| NUVB Nuvation Bio Inc. | 0.00% | 61,661 | $120K | New |
| SAN Banco Santander SA-Spon ADR | 0.00% | 13,495 | $112K | Add +20.8% |
| MFG Mizuho Financial Group-ADR | 0.00% | 17,629 | $98K | Add +60.8% |
| IMNM Immunome Inc. | 0.00% | 10,491 | $98K | New |
| VLY Valley National Bancorp | 0.00% | 10,594 | $95K | New |
| OMER Omeros Corp. | 0.00% | 30,777 | $92K | Add +0.2% |
| CFFN Capitol Federal Financial Inc. | 0.00% | 14,868 | $91K | New |
| VSTS Vestis Corp. | 0.00% | 15,506 | $89K | New |
| NRDY Nerdy Inc. | 0.00% | 49,281 | $80K | Reduce -3.9% |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 18,778 | $80K | Add +16.2% |
| BLND Blend Labs Inc. Class A | 0.00% | 23,803 | $79K | New |
| RC Ready Capital Corp. | 0.00% | 17,923 | $78K | Add +11.9% |
| OPEN Opendoor Technologies Inc. | 0.00% | 144,991 | $77K | Add +0.0% |
| SMRT Smartrent Inc. | 0.00% | 76,491 | $76K | Add +5.2% |
| ALDX Aldeyra Therapeutics Inc. | 0.00% | 17,899 | $69K | New |
| PLTK Playtika Holding Corp. | 0.00% | 12,567 | $59K | New |
| OIS Oil States International Inc. filed as OIL STS INTL INC | 0.00% | 10,928 | $59K | New |
| LCID Lucid Group Inc. | 0.00% | 27,392 | $58K | Add +1.3% |
| CRDF Cardiff Oncology Inc. | 0.00% | 16,503 | $52K | Add +0.0% |
| OPK Opko Health Inc. | 0.00% | 38,916 | $51K | Add +29.1% |
| GLUE Monte Rosa Therapeutics Inc. | 0.00% | 10,559 | $48K | New |
| AMBP Ardagh Metal Packaging SA | 0.00% | 10,937 | $47K | New |
| MPT Medical Properties Trust Inc. | 0.00% | 10,161 | $44K | New |
| PEBBLEBROOK HOTEL TRUST (PEB 1.75 12/15/26) | 0.00% | 45,000 | $43K | No change |
| ARDX Ardelyx Inc. | 0.00% | 10,151 | $40K | New |
| RINGCENTRAL INC (RNG 0 03/15/26) | 0.00% | 40,000 | $38K | No change |
| LPRO Open Lending Corp. | 0.00% | 15,550 | $30K | New |
| OKTA INC (OKTA 0.375 06/15/26) | 0.00% | 31,000 | $30K | No change |
| UNITY SOFTWARE INC (U 0 11/15/26) | 0.00% | 25,000 | $23K | No change |
| SPOTIFY USA INC (SPOT 0 03/15/26) | 0.00% | 15,000 | $23K | No change |
| IRWD Ironwood Pharmaceuticals Inc. | 0.00% | 30,425 | $22K | New |
| CERS Cerus Corp. | 0.00% | 14,009 | $20K | New |
| TLRY Tilray Brands Inc. | 0.00% | 46,373 | $19K | Add +222.0% |
| NXDR Nextdoor Holdings Inc. | 0.00% | 11,286 | $19K | New |
| ALLO Allogene Therapeutics Inc. | 0.00% | 13,857 | $16K | Add +7.3% |
| CLOUDFLARE INC (NET 0 08/15/26) | 0.00% | 12,000 | $14K | No change |
| RNXT Renovorx Inc. | 0.00% | 10,656 | $14K | No change |
| AIRBNB INC (ABNB 0 03/15/26) | 0.00% | 13,000 | $13K | No change |
| HBIO Harvard Bioscience Inc. | 0.00% | 25,092 | $11K | Add +0.4% |
| MODULAR MED INC | 0.00% | 14,000 | $10K | No change |
| ATHIRA PHARMA INC | 0.00% | 32,200 | $10K | No change |