| NVDA Nvidia Corp. | 5.50% | 348,306 | $55.0M | Add +0.3% |
| AAPL Apple Inc. | 5.15% | 250,773 | $51.5M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.98% | 64,404 | $39.8M | Reduce -1.1% |
| MSFT Microsoft Corp. | 3.71% | 74,659 | $37.1M | Add +0.4% |
| AMZN Amazon.com Inc. | 2.94% | 133,840 | $29.4M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.34% | 132,700 | $23.4M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.98% | 68,184 | $19.8M | Reduce -1.5% |
| HD Home Depot Inc. | 1.94% | 52,967 | $19.4M | Add +1.3% |
| LLY Eli Lilly & Co. | 1.72% | 22,083 | $17.2M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 1.65% | 26,576 | $16.5M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 1.47% | 14,897 | $14.7M | Add +1.5% |
| RSP Invesco S&P 500 Equal Weight | 1.33% | 73,116 | $13.3M | Add +0.1% |
| MA Mastercard Inc. Class A | 1.31% | 23,285 | $13.1M | Add +1.4% |
| NEE Nextera Energy Inc. | 1.28% | 183,839 | $12.8M | Add +1.6% |
| BLK BlackRock Inc. | 1.27% | 12,059 | $12.7M | Add +7.5% |
| MDY State Street SPDR S&P Midcap | 1.23% | 21,670 | $12.3M | Reduce -2.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.20% | 226,542 | $12.0M | Add +5.5% |
| V Visa Inc. Class A | 1.13% | 31,814 | $11.3M | Add +9.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.10% | 20,003 | $11.0M | Add +1.1% |
| WMT Walmart Inc. | 1.08% | 110,623 | $10.8M | Add +0.1% |
| MCD McDonald's Corp. | 1.06% | 36,188 | $10.6M | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 1.06% | 106,508 | $10.6M | Add +5.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.05% | 197,725 | $10.5M | Add +8.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 21,614 | $10.5M | Reduce -3.1% |
| PG The Procter & Gamble Co. | 1.05% | 65,627 | $10.5M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 0.98% | 89,816 | $9.8M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.91% | 59,257 | $9.1M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 0.88% | 141,479 | $8.8M | Add +1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.87% | 31,010 | $8.7M | Add +0.9% |
| AMGN Amgen Inc. | 0.86% | 30,728 | $8.6M | Add +5.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.83% | 327,382 | $8.3M | Add +3.3% |
| CVX Chevron Corp. | 0.82% | 57,221 | $8.2M | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.78% | 28,339 | $7.8M | Reduce -4.7% |
| CAT Caterpillar Inc. | 0.73% | 18,930 | $7.3M | Add +2.9% |
| NFLX Netflix Inc. | 0.73% | 5,485 | $7.3M | Add +5.0% |
| ABT Abbott Laboratories | 0.71% | 51,929 | $7.1M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.70% | 30,234 | $7.0M | Reduce -1.3% |
| BX Blackstone Inc. | 0.69% | 45,874 | $6.9M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.64% | 59,169 | $6.4M | No change |
| HON Honeywell International Inc. | 0.60% | 25,919 | $6.0M | Reduce -1.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 69,894 | $5.8M | Add +4.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.58% | 8 | $5.8M | No change |
| AXP American Express Co. | 0.56% | 17,531 | $5.6M | Reduce -6.8% |
| ORCL Oracle Corp. | 0.55% | 25,367 | $5.5M | Reduce -10.0% |
| META Meta Platforms Inc. Class A | 0.52% | 7,080 | $5.2M | Add +12.5% |
| CSCO Cisco Systems Inc. | 0.51% | 73,894 | $5.1M | Reduce -2.6% |
| VEA Vanguard Ftse Developed ETF | 0.51% | 89,826 | $5.1M | Add +8.3% |
| CRM Salesforce Inc. | 0.49% | 18,047 | $4.9M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 16,294 | $4.8M | Add +9.0% |
| TMUS T-Mobile US Inc. | 0.48% | 20,119 | $4.8M | Add +4.2% |
| ABBV Abbvie Inc. | 0.47% | 25,110 | $4.7M | Add +3.1% |
| PM Philip Morris International | 0.46% | 25,461 | $4.6M | Reduce -6.1% |
| SYK Stryker Corp. | 0.46% | 11,702 | $4.6M | Reduce -1.4% |
| NOBL Proshares S&P 500 Dividend A | 0.46% | 45,561 | $4.6M | Reduce -3.2% |
| ANET Arista Networks Inc. | 0.46% | 44,739 | $4.6M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 0.46% | 8,047 | $4.6M | No change |
| UNH Unitedhealth Group Inc. | 0.45% | 14,489 | $4.5M | Reduce -13.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.45% | 19,951 | $4.5M | Add +4.7% |
| PEP Pepsico Inc. | 0.44% | 33,068 | $4.4M | Add +0.8% |
| PWR Quanta Services Inc. | 0.43% | 11,414 | $4.3M | Add +6.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 14,105 | $4.3M | Add +2.5% |
| EMR Emerson Electric Co. | 0.41% | 31,006 | $4.1M | Reduce -2.3% |
| XLK SS Technology Select Sector | 0.41% | 16,166 | $4.1M | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.40% | 56,781 | $4.0M | Reduce -1.6% |
| DUK Duke Energy Corp. | 0.39% | 33,048 | $3.9M | Add +3.7% |
| MRK Merck & Co. Inc. | 0.38% | 48,103 | $3.8M | Reduce -2.6% |
| PAYX Paychex Inc. | 0.35% | 23,827 | $3.5M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.34% | 19,360 | $3.4M | Add +0.4% |
| GPC Genuine Parts Co. | 0.33% | 27,391 | $3.3M | Reduce -0.8% |
| RTX RTX Corp. | 0.33% | 22,258 | $3.3M | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.32% | 7,290 | $3.2M | Reduce -1.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.32% | 43,161 | $3.2M | No change |
| PANW Palo Alto Networks Inc. | 0.31% | 14,989 | $3.1M | Reduce -0.7% |
| LPLA LPL Financial Holdings Inc. | 0.31% | 8,138 | $3.1M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.30% | 29,089 | $3.0M | Add +1.4% |
| ACN Accenture PLC Class A | 0.30% | 9,877 | $3.0M | Reduce -4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 62,295 | $2.9M | Reduce -5.5% |
| WM Waste Management Inc. | 0.29% | 12,748 | $2.9M | Add +2.6% |
| LMT Lockheed Martin Corp. | 0.29% | 6,275 | $2.9M | Add +2.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.29% | 45,509 | $2.9M | Add +6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 6,494 | $2.8M | Reduce -1.3% |
| MS Morgan Stanley | 0.28% | 19,593 | $2.8M | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.26% | 61,007 | $2.6M | Reduce -11.1% |
| ALL Allstate Corp. | 0.26% | 13,054 | $2.6M | No change |
| PH Parker Hannifin Corp. | 0.26% | 3,715 | $2.6M | Add +4.9% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 12,498 | $2.6M | Add +0.7% |
| ADP Automatic Data Processing | 0.26% | 8,277 | $2.6M | Reduce -4.9% |
| QCOM Qualcomm Inc. | 0.25% | 15,387 | $2.5M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.24% | 13,298 | $2.4M | Add +2.5% |
| ED Consolidated Edison Inc. | 0.24% | 23,907 | $2.4M | Reduce -1.7% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 89,604 | $2.4M | Reduce -1.6% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 41,692 | $2.3M | Add +6.3% |
| MMM 3M Co. | 0.23% | 15,230 | $2.3M | Add +1.1% |
| AMP Ameriprise Financial Inc. | 0.22% | 4,144 | $2.2M | Reduce -1.4% |
| SO The Southern Co. | 0.22% | 24,055 | $2.2M | Add +10.9% |
| CMI Cummins Inc. | 0.22% | 6,694 | $2.2M | Add +6.6% |
| IWF iShares Russell 1000 Growth | 0.22% | 5,146 | $2.2M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 17,524 | $2.2M | Reduce -2.3% |
| TT Trane Technologies PLC | 0.21% | 4,771 | $2.1M | Add +8.2% |
| URI United Rentals Inc. | 0.20% | 2,691 | $2.0M | Add +5.0% |
| DD Dupont DE Nemours Inc. | 0.20% | 29,353 | $2.0M | Add +6.7% |
| APD Air Products & Chemicals Inc. | 0.20% | 7,100 | $2.0M | Add +3.6% |
| SHEL Shell PLC-ADR | 0.20% | 27,841 | $2.0M | Add +3.2% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 24,578 | $1.9M | Reduce -3.4% |
| NXPI NXP Semiconductors NV | 0.19% | 8,736 | $1.9M | Add +1.8% |
| ZTS Zoetis Inc. | 0.19% | 12,147 | $1.9M | Reduce -6.3% |
| AON Aon PLC Class A | 0.19% | 5,200 | $1.9M | No change |
| BXSL Blackstone Secured Lending F | 0.18% | 60,000 | $1.8M | No change |
| WEC WEC Energy Group Inc. | 0.18% | 17,497 | $1.8M | Reduce -1.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.18% | 14,647 | $1.8M | Reduce -4.3% |
| SCHW Schwab (charles) Corp. | 0.18% | 19,805 | $1.8M | Add +2.7% |
| GLDM SPDR Gold Minishares Trust | 0.18% | 27,051 | $1.8M | Add +50.5% |
| AZO AutoZone Inc. | 0.17% | 470 | $1.7M | Add +28.4% |
| PSX Phillips 66 | 0.17% | 14,584 | $1.7M | Reduce -2.3% |
| ROP Roper Technologies Inc. | 0.17% | 3,043 | $1.7M | Reduce -1.6% |
| NSC Norfolk Southern Corp. | 0.17% | 6,693 | $1.7M | Reduce -3.0% |
| BMY Bristol-Myers Squibb Co. | 0.17% | 36,629 | $1.7M | Reduce -3.2% |
| CEG Constellation Energy | 0.17% | 5,228 | $1.7M | No change |
| ADBE Adobe Inc. | 0.17% | 4,332 | $1.7M | Reduce -5.6% |
| ITW Illinois Tool Works | 0.17% | 6,772 | $1.7M | Reduce -1.3% |
| ECL Ecolab Inc. | 0.17% | 6,186 | $1.7M | Add +7.0% |
| VLO Valero Energy Corp. | 0.17% | 12,394 | $1.7M | Reduce -13.7% |
| PRU Prudential Financial Inc. | 0.17% | 15,485 | $1.7M | Reduce -0.9% |
| KR Kroger Co. | 0.17% | 23,005 | $1.7M | Add +10.1% |
| OUSA Alps Oshares US Quality Divi | 0.16% | 30,203 | $1.6M | Reduce -1.0% |
| JNK SS SPDR BB High Yield Bond | 0.16% | 16,733 | $1.6M | Reduce -2.8% |
| MO Altria Group Inc. | 0.16% | 27,520 | $1.6M | Reduce -1.6% |
| DE Deere & Co. | 0.16% | 3,108 | $1.6M | Add +13.2% |
| NIC Nicolet Bankshares Inc. | 0.16% | 12,578 | $1.6M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 8,744 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.15% | 19,199 | $1.5M | Reduce -1.0% |
| GEHC GE Healthcare Technology | 0.15% | 20,678 | $1.5M | Add +21.1% |
| ADI Analog Devices Inc. | 0.15% | 6,259 | $1.5M | Add +3.4% |
| FIS Fidelity National Info Serv | 0.15% | 18,284 | $1.5M | Add +9.1% |
| MCK McKesson Corp. | 0.15% | 2,026 | $1.5M | Reduce -2.1% |
| CHD Church & Dwight Co. Inc. | 0.15% | 15,271 | $1.5M | Reduce -1.3% |
| DKS Dick's Sporting Goods Inc. | 0.14% | 7,245 | $1.4M | Add +7.4% |
| DVY iShares Select Dividend ETF | 0.13% | 10,136 | $1.3M | Reduce -1.5% |
| KMB Kimberly-Clark Corp. | 0.13% | 10,297 | $1.3M | Reduce -2.6% |
| UPS United Parcel Service Class B | 0.13% | 12,857 | $1.3M | Reduce -9.0% |
| LIN Linde PLC | 0.13% | 2,753 | $1.3M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 10,352 | $1.3M | Add +0.1% |
| PFE Pfizer Inc. | 0.13% | 52,612 | $1.3M | Reduce -2.4% |
| J Jacobs Solutions Inc. | 0.13% | 9,624 | $1.3M | Add +9.4% |
| ISRG Intuitive Surgical Inc. | 0.13% | 2,310 | $1.3M | Add +1.8% |
| TOL Toll Brothers Inc. | 0.12% | 10,773 | $1.2M | Add +15.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 12,665 | $1.2M | Add +5.8% |
| AVB Avalonbay Communities Inc. | 0.12% | 5,918 | $1.2M | Add +1.1% |
| COF Capital One Financial Corp. | 0.12% | 5,579 | $1.2M | Add +310.5% |
| MDLZ Mondelez International Inc. Class A | 0.12% | 17,245 | $1.2M | Reduce -13.4% |
| AMD Advanced Micro Devices | 0.12% | 8,134 | $1.2M | Reduce -2.1% |
| BND Vanguard Total Bond Market | 0.12% | 15,620 | $1.2M | Add +0.3% |
| T AT&T Inc. | 0.11% | 39,666 | $1.1M | Reduce -6.5% |
| CARR Carrier Global Corp. | 0.11% | 15,608 | $1.1M | Add +6.7% |
| COP Conocophillips | 0.11% | 12,519 | $1.1M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 4,360 | $1.1M | Reduce -4.1% |
| FNWD Finward Bancorp | 0.11% | 40,430 | $1.1M | No change |
| NOC Northrop Grumman Corp. | 0.11% | 2,233 | $1.1M | Reduce -2.7% |
| MSI Motorola Solutions Inc. | 0.11% | 2,643 | $1.1M | Add +0.3% |
| SHW The Sherwin-Williams Co. | 0.11% | 3,213 | $1.1M | No change |
| CL Colgate-Palmolive Co. | 0.11% | 11,621 | $1.1M | Reduce -3.3% |
| AMT American Tower Corp. | 0.11% | 4,766 | $1.1M | Reduce -9.1% |
| SYY Sysco Corp. | 0.10% | 13,485 | $1.0M | Reduce -2.2% |
| GS Goldman Sachs Group Inc. | 0.10% | 1,414 | $1.0M | Add +72.7% |
| IWM iShares Russell 2000 ETF | 0.10% | 4,500 | $971K | Add +12.5% |
| DHR Danaher Corp. | 0.09% | 4,805 | $949K | Reduce -0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 13,677 | $944K | Reduce -12.9% |
| HDV iShares Core High Dividend E | 0.09% | 7,889 | $924K | No change |
| GD General Dynamics Corp. | 0.09% | 3,155 | $920K | Reduce -2.8% |
| MAR Marriott International Class A | 0.09% | 3,312 | $905K | Reduce -1.6% |
| PFF iShares Preferred & Income S | 0.09% | 28,956 | $888K | Reduce -6.5% |
| LULU Lululemon Athletica Inc. | 0.09% | 3,577 | $850K | Add +3.0% |
| LOW Lowe's Cos Inc. | 0.08% | 3,700 | $821K | Reduce -0.8% |
| SPGI S&P Global Inc. | 0.08% | 1,519 | $801K | Add +0.5% |
| GLW Corning Inc. | 0.08% | 15,146 | $797K | Reduce -1.6% |
| BDX Becton Dickinson and Co. | 0.08% | 4,619 | $796K | Add +4.0% |
| BIV Vanguard Intermediate-Term B | 0.08% | 10,260 | $794K | No change |
| MRSH Marsh & McLennan Cos | 0.08% | 3,616 | $791K | No change |
| VYM Vanguard High DVD Yield ETF | 0.08% | 5,829 | $777K | No change |
| FISV Fiserv Inc. | 0.08% | 4,445 | $766K | Add +4.1% |
| EFA iShares MSCI Eafe ETF | 0.08% | 8,467 | $757K | No change |
| EA Electronic Arts Inc. | 0.08% | 4,736 | $756K | Reduce -11.2% |
| KLAC KLA Corp. | 0.07% | 825 | $739K | Add +0.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.07% | 13,699 | $717K | Reduce -3.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 3,673 | $716K | Reduce -0.1% |
| ICE Intercontinental Exchange Inc. | 0.07% | 3,855 | $707K | Reduce -1.1% |
| CBOE Cboe Global Markets Inc. | 0.07% | 3,000 | $700K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 1,716 | $696K | Add +24.1% |
| PKG Packaging Corp. of America | 0.07% | 3,664 | $690K | Reduce -0.9% |
| YUM Yum! Brands Inc. | 0.07% | 4,653 | $689K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 7,484 | $688K | Add +12.0% |
| TIP iShares Tips Bond ETF | 0.07% | 6,065 | $667K | Reduce -12.3% |
| NUE Nucor Corp. | 0.07% | 5,090 | $659K | Reduce -4.2% |
| XLF SS Financial Select Sector | 0.07% | 12,554 | $657K | No change |
| D Dominion Energy Inc. | 0.07% | 11,522 | $651K | No change |
| INTU Intuit Inc. | 0.07% | 826 | $651K | No change |
| VNQ Vanguard Real Estate ETF | 0.06% | 7,225 | $643K | No change |
| TSLA Tesla Inc. | 0.06% | 2,024 | $643K | Add +2.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 1,998 | $640K | Add +2.8% |
| EXC Exelon Corp. | 0.06% | 14,538 | $631K | No change |
| XLC SS Comm Select Sector SPDR | 0.06% | 5,728 | $622K | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.06% | 2,013 | $614K | No change |
| XLV SS Health Care Select Sector | 0.06% | 4,548 | $613K | Reduce -1.3% |
| GEV GE Vernova Inc. | 0.06% | 1,133 | $600K | No change |
| VTIP Vanguard Short-Term Tips | 0.06% | 11,920 | $599K | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.06% | 11,944 | $586K | Reduce -9.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.06% | 1,816 | $569K | Add +18.9% |
| CI The Cigna Group | 0.06% | 1,708 | $565K | Reduce -8.5% |
| MDT Medtronic PLC | 0.06% | 6,433 | $561K | Add +8.9% |
| HYD Vaneck High Yield Muni ETF | 0.06% | 11,076 | $556K | Reduce -38.7% |
| PEG Public Service Enterprise GP | 0.06% | 6,561 | $552K | Reduce -1.1% |
| ITA iShares U.S. Aerospace & Def | 0.06% | 2,927 | $552K | No change |
| FAST Fastenal Co. | 0.05% | 13,074 | $549K | No change |
| IHI iShares U.S. Medical Devices | 0.05% | 8,584 | $538K | No change |
| MCHP Microchip Technology Inc. | 0.05% | 7,635 | $537K | No change |
| AXON Axon Enterprise Inc. | 0.05% | 640 | $530K | Add +17.4% |
| BSX Boston Scientific Corp. | 0.05% | 4,920 | $528K | Add +36.9% |
| IWN iShares Russell 2000 Value E | 0.05% | 3,274 | $517K | No change |
| NOW ServiceNow Inc. | 0.05% | 492 | $506K | Add +11.8% |
| PNC PNC Financial Services Group | 0.05% | 2,711 | $505K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.05% | 6,671 | $504K | Reduce -1.5% |
| AFL Aflac Inc. | 0.05% | 4,740 | $500K | No change |
| ETN Eaton Corp. PLC | 0.05% | 1,375 | $491K | Reduce -2.8% |
| NVG Nuveen Amt-FR Muni CRDT | 0.05% | 40,533 | $484K | No change |
| HCA HCA Healthcare Inc. | 0.05% | 1,248 | $478K | Reduce -11.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.05% | 6,218 | $471K | No change |
| APH Amphenol Corp. Class A | 0.05% | 4,706 | $465K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 575 | $461K | No change |
| RQI Cohen & Steers Qual Inc. RLTY | 0.05% | 36,620 | $456K | Reduce -21.4% |
| CTAS Cintas Corp. | 0.05% | 2,036 | $454K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 3,248 | $450K | No change |
| LRCX Lam Research Corp. | 0.04% | 4,620 | $450K | No change |
| AEP American Electric Power | 0.04% | 4,268 | $443K | Add +10.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 1,590 | $440K | Reduce -1.8% |
| TXN Texas Instruments Inc. | 0.04% | 2,103 | $437K | Add +17.9% |
| FTNT Fortinet Inc. | 0.04% | 4,125 | $436K | Add +266.7% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 8,443 | $418K | Reduce -3.4% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 6,749 | $404K | Add +5.3% |
| VGT Vanguard Info Tech ETF | 0.04% | 600 | $398K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.04% | 3,601 | $395K | No change |
| OTIS Otis Worldwide Corp. | 0.04% | 3,933 | $389K | Add +33.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 5,766 | $388K | Reduce -8.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,631 | $387K | Add +0.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.04% | 9,047 | $385K | No change |
| NVS Novartis AG-Sponsored ADR | 0.04% | 3,127 | $378K | Reduce -4.3% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 3,415 | $376K | No change |
| EMN Eastman Chemical Co. | 0.04% | 5,000 | $373K | Reduce -0.5% |
| INTC Intel Corp. | 0.04% | 16,642 | $373K | Reduce -14.7% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.04% | 14,858 | $368K | No change |
| CSX CSX Corp. | 0.04% | 11,173 | $365K | Add +17.7% |
| XLB SS Materials Select Sector | 0.04% | 4,080 | $358K | Add +23.6% |
| MPC Marathon Petroleum Corp. | 0.04% | 2,104 | $349K | Reduce -6.9% |
| XLE SS Energy Select Sector | 0.03% | 4,106 | $348K | Add +2.6% |
| DGX Quest Diagnostics Inc. | 0.03% | 1,925 | $346K | Add +331.6% |
| SNPS Synopsys Inc. | 0.03% | 669 | $343K | No change |
| DLR Digital Realty Trust Inc. | 0.03% | 1,962 | $342K | Reduce -10.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.03% | 1,201 | $342K | Reduce -0.9% |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 5,070 | $340K | No change |
| ROK Rockwell Automation Inc. | 0.03% | 1,017 | $338K | No change |
| SBUX Starbucks Corp. | 0.03% | 3,555 | $326K | Add +16.4% |
| TRGP Targa Resources Corp. | 0.03% | 1,812 | $315K | Add +6.5% |
| TRV The Travelers Cos Inc. | 0.03% | 1,167 | $312K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 3,844 | $310K | Add +4.2% |
| ADSK Autodesk Inc. | 0.03% | 977 | $302K | No change |
| ENB Enbridge Inc. | 0.03% | 6,645 | $301K | No change |
| MCO Moody's Corp. | 0.03% | 600 | $301K | No change |
| DFUV Dimensional US Marketwide Va | 0.03% | 7,089 | $300K | No change |
| OKE Oneok Inc. | 0.03% | 3,657 | $299K | Reduce -0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 2,197 | $298K | No change |
| UL Unilever PLC | 0.03% | 4,874 | $298K | Reduce -0.3% |
| PFM Invesco Dividend Achievers E | 0.03% | 6,148 | $296K | No change |
| TFC Truist Financial Corp. | 0.03% | 6,822 | $293K | Add +1.1% |
| EQT Eqt Corp. | 0.03% | 5,000 | $292K | No change |
| HSY The Hershey Co. | 0.03% | 1,748 | $290K | Reduce -16.7% |
| XLRE SS Real Estate Select Sector | 0.03% | 6,927 | $287K | Reduce -20.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.03% | 2,954 | $285K | Reduce -28.9% |
| CTVA Corteva Inc. | 0.03% | 3,740 | $279K | No change |
| COO The Cooper Cos Inc. | 0.03% | 3,850 | $274K | New |
| SPBO SS SPDR P Corp. Bond ETF | 0.03% | 9,303 | $272K | No change |
| EOG EOG Resources Inc. | 0.03% | 2,268 | $271K | No change |
| SCHM Schwab US Mid Cap ETF | 0.03% | 9,645 | $271K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 3,250 | $265K | Reduce -5.5% |
| OXY Occidental Petroleum Corp. | 0.03% | 6,244 | $262K | Add +5.0% |
| IP International Paper Co. | 0.03% | 5,546 | $260K | Add +22.0% |
| NRG NRG Energy Inc. | 0.03% | 1,600 | $257K | No change |
| BP BP PLC-Spons ADR | 0.02% | 8,251 | $247K | Reduce -0.0% |
| DNP DNP Select Income Fund Inc. | 0.02% | 25,175 | $246K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.02% | 1,493 | $246K | Reduce -0.7% |
| NKE Nike Inc. Class B | 0.02% | 3,377 | $240K | Reduce -8.4% |
| XLI SS Industrial Select Sector | 0.02% | 1,586 | $234K | Add +7.1% |
| VHT Vanguard Health Care ETF | 0.02% | 940 | $233K | No change |
| SAP Sap SE-Sponsored ADR | 0.02% | 761 | $231K | Add +13.6% |
| JCI Johnson Controls Internation | 0.02% | 2,189 | $231K | Reduce -3.4% |
| MET Metlife Inc. | 0.02% | 2,863 | $230K | Add +6.3% |
| ONB Old National Bancorp | 0.02% | 10,689 | $228K | No change |
| LHX L3HARRIS Technologies Inc. | 0.02% | 906 | $227K | No change |
| BAB Invesco Taxable Municipal Bo | 0.02% | 8,562 | $227K | Reduce -38.2% |
| DTE DTE Energy Company | 0.02% | 1,688 | $224K | Reduce -3.8% |
| EXPD Expeditors Intl Wash Inc. | 0.02% | 1,940 | $222K | No change |
| AVY Avery Dennison Corp. | 0.02% | 1,263 | $222K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 2,190 | $221K | Reduce -16.2% |
| FITB Fifth Third Bancorp | 0.02% | 5,359 | $220K | No change |
| DFIV Dimensional International Va | 0.02% | 5,130 | $220K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 211 | $219K | No change |
| LEN Lennar Corp. Class A | 0.02% | 1,969 | $218K | Reduce -6.4% |
| MQY BlackRock Muniyield Quality | 0.02% | 19,517 | $217K | No change |
| STX Seagate Technology Holdings | 0.02% | 1,501 | $217K | Add +4.0% |
| C Citigroup Inc. | 0.02% | 2,544 | $217K | Reduce -23.0% |
| SPHD Invesco S&P 500 High Dividen | 0.02% | 4,553 | $217K | No change |
| BA The Boeing Co. | 0.02% | 1,031 | $216K | Reduce -6.8% |
| WY Weyerhaeuser Co. | 0.02% | 8,242 | $212K | Reduce -37.8% |
| GM General Motors Co. | 0.02% | 4,100 | $202K | No change |
| DFAS Dimensional US Small Cap ETF | 0.02% | 3,146 | $200K | No change |
| XLP SS Consumer Staples Sel Sect | 0.02% | 2,472 | $200K | Add +10.3% |
| O Realty Income Corp. | 0.02% | 3,457 | $199K | Add +40.7% |
| XLY SS Consumer Disc Select Sect | 0.02% | 901 | $196K | No change |
| DFAT Dimensional US Target Value | 0.02% | 3,606 | $195K | No change |
| SAM Boston Beer Company Inc. Class A | 0.02% | 1,000 | $191K | No change |
| TGT Target Corp. | 0.02% | 1,921 | $190K | Reduce -0.8% |
| RY Royal Bank of Canada | 0.02% | 1,421 | $187K | Add +0.3% |
| GIS General Mills Inc. | 0.02% | 3,557 | $184K | No change |
| CDW CDW Corp. | 0.02% | 990 | $177K | No change |
| EPD Enterprise Products Partners | 0.02% | 5,700 | $177K | No change |
| TRU Transunion | 0.02% | 2,000 | $176K | No change |
| DES Wisdomtree US Smallcap Divid | 0.02% | 5,480 | $174K | No change |
| IBB iShares Biotechnology ETF | 0.02% | 1,368 | $173K | Reduce -6.8% |
| SNY Sanofi-ADR | 0.02% | 3,440 | $166K | Add +4.2% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.02% | 1,500 | $166K | No change |
| VFVA Vanguard U.S. Value Factor | 0.02% | 1,396 | $165K | No change |
| CNC Centene Corp. | 0.02% | 3,000 | $163K | No change |
| FDS Factset Research Systems Inc. | 0.02% | 357 | $160K | No change |
| MBB iShares MBS ETF | 0.02% | 1,698 | $159K | No change |
| ETR Entergy Corp. | 0.02% | 1,906 | $158K | No change |
| VPU Vanguard Utilities ETF | 0.02% | 892 | $157K | No change |
| SRE Sempra | 0.02% | 2,066 | $157K | No change |
| GRMN Garmin Ltd. | 0.02% | 750 | $157K | Add +114.3% |
| IAU iShares Gold Trust | 0.02% | 2,479 | $155K | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 4,329 | $155K | Reduce -70.1% |
| IYH iShares U.S. Healthcare ETF | 0.02% | 2,720 | $154K | Reduce -15.5% |
| HUM Humana Inc. | 0.02% | 621 | $152K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 1,595 | $150K | No change |
| USB US Bancorp | 0.01% | 3,257 | $147K | No change |
| BF.B Brown-Forman Corp. Class B | 0.01% | 5,455 | $147K | No change |
| HOMB Home Bancshares Inc. | 0.01% | 5,132 | $146K | No change |
| HPQ HP Inc. | 0.01% | 5,936 | $145K | Add +9.7% |
| HIG Hartford Insurance Group Inc. | 0.01% | 1,142 | $145K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 785 | $144K | No change |
| COKE Coca-Cola Consolidated Inc. | 0.01% | 1,250 | $140K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 1,200 | $139K | No change |
| RFG Invesco S&P Midcap 400 Pure | 0.01% | 2,850 | $139K | No change |
| VTR Ventas Inc. | 0.01% | 2,120 | $134K | No change |
| RJF Raymond James Financial Inc. | 0.01% | 869 | $133K | No change |
| ODFL Old Dominion Freight Line | 0.01% | 820 | $133K | No change |
| GNR State Street SPDR S&P Global | 0.01% | 2,451 | $133K | Reduce -31.9% |
| ZBRA Zebra Technologies Corp. Class A | 0.01% | 424 | $131K | Add +89.3% |
| SCHF Schwab Intl Equity ETF | 0.01% | 5,844 | $129K | No change |
| IYW iShares Ustechnology ETF | 0.01% | 733 | $127K | No change |
| CSL Carlisle Cos Inc. | 0.01% | 337 | $126K | No change |
| BALL Ball Corp. | 0.01% | 2,206 | $124K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 628 | $123K | No change |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.01% | 1,733 | $122K | No change |
| GILD Gilead Sciences Inc. | 0.01% | 1,093 | $121K | Reduce -4.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.01% | 1,547 | $118K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 410 | $117K | No change |
| VCR Vanguard Consumer Discre ETF | 0.01% | 320 | $116K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 225 | $115K | Add +800.0% |
| WOR Worthington Enterprises Inc. | 0.01% | 1,754 | $112K | No change |
| DRI Darden Restaurants Inc. | 0.01% | 500 | $109K | New |
| ELV Elevance Health Inc. | 0.01% | 280 | $109K | No change |
| KIM Kimco Realty Corp. | 0.01% | 5,082 | $107K | Add +1055.0% |
| IGF iShares Global Infrastructur | 0.01% | 1,800 | $107K | No change |
| MNST Monster Beverage Corp. | 0.01% | 1,700 | $106K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 1,249 | $103K | No change |
| SSB Southstate Bank Corp. | 0.01% | 1,121 | $103K | No change |
| SON Sonoco Products Co. | 0.01% | 2,349 | $102K | Reduce -7.3% |
| INGR Ingredion Inc. | 0.01% | 751 | $102K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 800 | $101K | No change |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.01% | 4,174 | $101K | Reduce -71.8% |
| IEMG iShares Core MSCI Emerging | 0.01% | 1,656 | $99K | Reduce -11.4% |
| GOVT iShares US Treasury Bond ETF | 0.01% | 4,229 | $97K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.01% | 3,060 | $94K | Reduce -32.9% |
| LNT Alliant Energy Corp. | 0.01% | 1,555 | $94K | No change |
| DOW Dow Inc. | 0.01% | 3,499 | $93K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 1,910 | $92K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.01% | 3,000 | $91K | No change |
| FDX FedEx Corp. | 0.01% | 400 | $91K | Add +1233.3% |
| SOLV Solventum Corp. | 0.01% | 1,177 | $89K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 3,523 | $89K | No change |
| VXF Vanguard Extended Market ETF | 0.01% | 461 | $89K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 805 | $88K | No change |
| AOK iShares Core 30/70 Conservat | 0.01% | 2,250 | $88K | No change |
| ROAD Construction Partners Inc. Class A | 0.01% | 825 | $88K | No change |
| PEY Invesco High Yield Equity Di | 0.01% | 4,280 | $87K | No change |
| PPL PPL Corp. | 0.01% | 2,548 | $86K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.01% | 2,491 | $84K | Reduce -39.1% |
| HES Hess Corp. | 0.01% | 600 | $83K | No change |
| CLX Clorox Company | 0.01% | 690 | $83K | Reduce -17.9% |
| HCI Hci Group Inc. | 0.01% | 544 | $83K | Reduce -6.7% |
| PPG PPG Industries Inc. | 0.01% | 724 | $82K | Reduce -83.0% |
| IT Gartner Inc. | 0.01% | 200 | $81K | No change |
| ULTA Ulta Beauty Inc. | 0.01% | 166 | $78K | No change |
| PLD Prologis Inc. | 0.01% | 735 | $77K | Reduce -13.8% |
| CMS CMS Energy Corp. | 0.01% | 1,087 | $75K | No change |
| BRO Brown & Brown Inc. | 0.01% | 676 | $75K | No change |
| BYM BlackRock Muni Inc. QLTY | 0.01% | 7,000 | $74K | No change |
| CB Chubb Ltd. | 0.01% | 254 | $74K | Add +40.3% |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 425 | $73K | Add +325.0% |
| TTE Totalenergies SE -Spon ADR | 0.01% | 1,191 | $73K | Reduce -7.8% |
| OGE Oge Energy Corp. | 0.01% | 1,632 | $72K | No change |
| ITT Itt Inc. | 0.01% | 460 | $72K | No change |
| AWK American Water Works Co. Inc. | 0.01% | 518 | $72K | No change |
| BEN Franklin Templeton Inc. | 0.01% | 3,009 | $72K | No change |
| HBAN Huntington Bancshares Inc. | 0.01% | 4,267 | $72K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.01% | 3,420 | $71K | No change |
| WMB Williams Cos Inc. | 0.01% | 1,126 | $71K | No change |
| ACLC American Century Large Cap E | 0.01% | 974 | $70K | No change |
| CTSH Cognizant Tech Solutions-A | 0.01% | 900 | $70K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 514 | $68K | No change |
| SLV iShares Silver Trust | 0.01% | 2,081 | $68K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.01% | 346 | $68K | No change |
| GDX Vaneck Gold Miners ETF | 0.01% | 1,300 | $68K | No change |
| CNI Canadian Natl Railway Co. | 0.01% | 650 | $68K | No change |
| LNG Cheniere Energy Inc. | 0.01% | 274 | $67K | Reduce -8.7% |
| VLTO Veralto Corp. | 0.01% | 657 | $66K | No change |
| BIP Brookfield Infrastructure Pa | 0.01% | 1,966 | $66K | No change |
| CINF Cincinnati Financial Corp. | 0.01% | 440 | $66K | No change |
| IVZ Invesco Ltd. | 0.01% | 4,146 | $65K | Reduce -26.6% |
| FLOT iShares Floating Rate Bond E | 0.01% | 1,252 | $64K | Reduce -0.4% |
| ARW Arrow Electronics Inc. | 0.01% | 500 | $64K | No change |
| HAL Halliburton Co. | 0.01% | 3,123 | $64K | Reduce -3.0% |
| WELL Welltower Inc. | 0.01% | 410 | $63K | No change |
| ZS Zscaler Inc. | 0.01% | 200 | $63K | No change |
| ASH Ashland Inc. | 0.01% | 1,238 | $62K | Add +17.6% |
| SCHV Schwab US Large-Cap Value | 0.01% | 2,235 | $62K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 679 | $62K | No change |
| NDAQ Nasdaq Inc. | 0.01% | 687 | $61K | Reduce -6.2% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.01% | 666 | $61K | No change |
| DY Dycom Industries Inc. | 0.01% | 250 | $61K | No change |
| IRT Independence Realty Trust Inc. | 0.01% | 3,452 | $61K | No change |
| SDOG Alps Sector Dividend Dogs | 0.01% | 1,050 | $60K | No change |
| XEL Xcel Energy Inc. | 0.01% | 884 | $60K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 6,749 | $59K | No change |
| RS Reliance Inc. | 0.01% | 186 | $58K | No change |
| ESG NT Stoxx US ESG ETF | 0.01% | 395 | $58K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 10 | $58K | No change |
| MLM Martin Marietta Materials | 0.01% | 105 | $58K | No change |
| FBIN Fortune Brands Innovations I | 0.01% | 1,096 | $56K | No change |
| FUN Six Flags Entertainment Corp. | 0.01% | 1,849 | $56K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 1,250 | $56K | No change |
| OMC Omnicom Group | 0.01% | 764 | $55K | Add +20.1% |
| ET Energy Transfer LP | 0.01% | 3,022 | $55K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 660 | $55K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.01% | 1,250 | $55K | No change |
| XYZ Block Inc. | 0.01% | 800 | $54K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 680 | $54K | No change |
| FVD First Trust Value Line DVD | 0.01% | 1,204 | $54K | No change |
| AMCR Amcor PLC | 0.01% | 5,856 | $54K | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.01% | 4,878 | $53K | No change |
| TSCO Tractor Supply Company | 0.01% | 1,000 | $53K | Reduce -2.9% |
| WS Worthington Steel Inc. | 0.01% | 1,752 | $52K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 525 | $52K | No change |
| REGN Regeneron Pharmaceuticals | 0.01% | 98 | $51K | Reduce -13.3% |
| IUSV iShares Core S&P U.S. Value | 0.01% | 539 | $51K | No change |
| VGSH Vanguard Short-Term Treasury | 0.01% | 864 | $51K | Reduce -63.2% |
| SBCF Seacoast Banking Corp. | 0.01% | 1,829 | $51K | No change |
| BIIB Biogen Inc. | 0.01% | 401 | $50K | Reduce -38.7% |
| FRME First Merchants Corp. | 0.01% | 1,300 | $50K | No change |
| WCN Waste Connections Inc. | 0.00% | 264 | $49K | No change |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.00% | 500 | $49K | No change |
| LAMR Lamar Advertising Co. Class A | 0.00% | 400 | $49K | New |
| NTRS Northern Trust Corp. | 0.00% | 381 | $48K | No change |
| IWD iShares Russell 1000 Value E | 0.00% | 247 | $48K | No change |
| JHMM John Hancock Multi Fact Mid | 0.00% | 780 | $48K | No change |
| SF Stifel Financial Corp. | 0.00% | 450 | $47K | New |
| COR Cencora Inc. | 0.00% | 154 | $46K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 1,954 | $46K | Reduce -3.2% |
| WU Western Union Co. | 0.00% | 5,382 | $45K | Reduce -6.9% |
| FCX Freeport-McMoran Inc. | 0.00% | 1,025 | $44K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.00% | 600 | $44K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.00% | 2,245 | $44K | No change |
| NXST Nexstar Media Group Inc. | 0.00% | 252 | $44K | No change |
| CVS CVS Health Corp. | 0.00% | 630 | $43K | Reduce -24.1% |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 450 | $43K | No change |
| LYB Lyondellbasell Indu Class A | 0.00% | 750 | $43K | Reduce -1.4% |
| MU Micron Technology Inc. | 0.00% | 350 | $43K | No change |
| DELL Dell Technologies -C | 0.00% | 340 | $42K | No change |
| XYL Xylem Inc. | 0.00% | 320 | $41K | No change |
| TD Toronto-Dominion Bank | 0.00% | 561 | $41K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 76 | $41K | No change |
| RYN Rayonier Inc. | 0.00% | 1,749 | $39K | No change |
| JLL Jones Lang Lasalle Inc. | 0.00% | 150 | $38K | New |
| VIS Vanguard Industrials ETF | 0.00% | 136 | $38K | No change |
| OSK Oshkosh Corp. | 0.00% | 334 | $38K | No change |
| TAXF American Century Diver Muni | 0.00% | 770 | $38K | No change |
| MAS Masco Corp. | 0.00% | 572 | $37K | No change |
| ES Eversource Energy | 0.00% | 574 | $37K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 399 | $36K | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 405 | $36K | Add +21.3% |
| RGLD Royal Gold Inc. | 0.00% | 200 | $36K | No change |
| FE Firstenergy Corp. | 0.00% | 862 | $35K | No change |
| BBH Vaneck Biotech ETF | 0.00% | 225 | $34K | No change |
| IWV iShares Russell 3000 ETF | 0.00% | 98 | $34K | No change |
| KRYS Krystal Biotech Inc. | 0.00% | 250 | $34K | No change |
| TBX Proshares Short 7-10 YR TSY | 0.00% | 1,217 | $34K | No change |
| FBND Fidelity Total Bond ETF | 0.00% | 746 | $34K | No change |
| OGS One Gas Inc. | 0.00% | 466 | $33K | No change |
| BAX Baxter International Inc. | 0.00% | 1,100 | $33K | Reduce -8.3% |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 500 | $33K | Add +66.7% |
| CWB SS SPDR BB Conv Sec ETF | 0.00% | 400 | $33K | No change |
| ARTY iShares Future AI & Tech ETF | 0.00% | 800 | $33K | No change |
| MPLX MPLX LP | 0.00% | 635 | $33K | No change |
| EFX Equifax Inc. | 0.00% | 126 | $33K | No change |
| DON Wisdomtree US Midcap Dividen | 0.00% | 650 | $33K | No change |
| CIVB Civista Bancshares Inc. | 0.00% | 1,387 | $32K | No change |
| MTCH Match Group Inc. | 0.00% | 1,025 | $32K | No change |
| TEL Te Connectivity PLC | 0.00% | 186 | $31K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 650 | $31K | No change |
| DOV Dover Corp. | 0.00% | 169 | $31K | No change |
| NEM Newmont Corp. | 0.00% | 524 | $31K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 305 | $30K | No change |
| IWB iShares Russell 1000 ETF | 0.00% | 88 | $30K | No change |
| UTG Reaves Utility Income Fund | 0.00% | 825 | $30K | No change |
| HRL Hormel Foods Corp. | 0.00% | 984 | $30K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 416 | $29K | No change |
| MTZ Mastec Inc. | 0.00% | 168 | $29K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.00% | 690 | $28K | No change |
| TXRH Texas Roadhouse Inc. | 0.00% | 150 | $28K | No change |
| PRK Park National Corp. | 0.00% | 166 | $28K | No change |
| MFC Manulife Financial Corp. | 0.00% | 853 | $27K | No change |
| UGI Ugi Corp. | 0.00% | 741 | $27K | No change |
| PNW Pinnacle West Capital | 0.00% | 300 | $27K | No change |
| SSNC Ss&c Technologies Holdings | 0.00% | 324 | $27K | No change |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 434 | $27K | New |
| NWBI Northwest Bancshares Inc. | 0.00% | 2,097 | $27K | No change |
| BCO The Brink's Co. | 0.00% | 300 | $27K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.00% | 1,332 | $26K | No change |
| LH Labcorp Holdings Inc. | 0.00% | 96 | $25K | No change |
| VCIT Vanguard Int-Term Corporate | 0.00% | 303 | $25K | No change |
| DVN Devon Energy Corp. | 0.00% | 782 | $25K | Reduce -10.2% |
| ORRF Orrstown Finl Services Inc. | 0.00% | 773 | $25K | No change |
| DG Dollar General Corp. | 0.00% | 215 | $25K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 347 | $24K | Reduce -0.3% |
| IYJ iShares U.S. Industrials ETF | 0.00% | 170 | $24K | No change |
| NI Nisource Inc. | 0.00% | 594 | $24K | No change |
| NNN NNN REIT Inc. | 0.00% | 552 | $24K | Reduce -18.0% |
| ADM Archer-Daniels-Midland Co. | 0.00% | 447 | $24K | No change |
| ORI Old Republic Intl Corp. | 0.00% | 600 | $23K | No change |
| BR Broadridge Financial Solutio | 0.00% | 93 | $23K | No change |
| BKLN Invesco Senior Loan ETF | 0.00% | 1,055 | $22K | No change |
| GNTX Gentex Corp. | 0.00% | 1,000 | $22K | No change |
| GEN Gen Digital Inc. | 0.00% | 740 | $22K | No change |
| LRGF iShares US Equity Factor ETF | 0.00% | 335 | $21K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.00% | 420 | $21K | No change |
| K Kellanova | 0.00% | 265 | $21K | Reduce -56.0% |
| EG Everest Group Ltd. | 0.00% | 62 | $21K | No change |
| LECO Lincoln Electric Holdings | 0.00% | 100 | $21K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 324 | $21K | No change |
| KMX Carmax Inc. | 0.00% | 300 | $20K | No change |
| SKX Skechers USA Inc. Class A | 0.00% | 318 | $20K | No change |
| EXR Extra Space Storage Inc. | 0.00% | 134 | $20K | No change |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | 0.00% | 816 | $20K | No change |
| NPK National Presto Inds Inc. | 0.00% | 200 | $20K | No change |
| OEF iShares S&P 100 ETF | 0.00% | 64 | $19K | No change |
| PRG Prog Holdings Inc. | 0.00% | 663 | $19K | No change |
| VST Vistra Corp. | 0.00% | 100 | $19K | New |
| FWRG First Watch Restaurant Group | 0.00% | 1,200 | $19K | No change |
| SPPP Sprott Physical Platinum And | 0.00% | 1,640 | $19K | No change |
| BFK BlackRock Municipal Inc. TRST | 0.00% | 2,000 | $19K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 928 | $19K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 384 | $19K | Add +357.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 200 | $19K | New |
| WPC WP Carey Inc. | 0.00% | 300 | $19K | No change |
| PFG Principal Financial Group | 0.00% | 235 | $19K | No change |
| LKQ LKQ Corp. | 0.00% | 500 | $19K | No change |
| FTF Franklin Ltd. Dur Inc. TR | 0.00% | 2,800 | $18K | No change |
| PPLI People Inc. filed as IAC INC | 0.00% | 475 | $18K | No change |
| MDU Mdu Resources Group Inc. | 0.00% | 1,040 | $17K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 64 | $17K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 229 | $17K | Reduce -82.7% |
| SFM Sprouts Farmers Market Inc. | 0.00% | 100 | $16K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 68 | $16K | No change |
| CHI Calamos Convert Opport & Inc. | 0.00% | 1,534 | $16K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 216 | $16K | Reduce -49.2% |
| IQV Iqvia Holdings Inc. | 0.00% | 102 | $16K | No change |
| SBAC SBA Communications Corp. | 0.00% | 68 | $16K | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 235 | $16K | No change |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 196 | $16K | New |
| EW Edwards Lifesciences Corp. | 0.00% | 200 | $16K | No change |
| BBAX JPMorgan Betabuilders Develo | 0.00% | 287 | $16K | New |
| NBTB N B T Bancorp Inc. | 0.00% | 372 | $15K | No change |
| MIDD Middleby Corp. | 0.00% | 106 | $15K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 128 | $15K | No change |
| IAT iShares US Regional Banks Et | 0.00% | 305 | $15K | Reduce -47.0% |
| PULS Pgim Ultra Short Bond ETF | 0.00% | 300 | $15K | No change |
| IEX Idex Corp. | 0.00% | 85 | $15K | No change |
| WTRG Essential Utilities Inc. | 0.00% | 400 | $15K | New |
| KMI Kinder Morgan Inc. | 0.00% | 503 | $15K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 400 | $15K | No change |
| BTX BlackRock Tech & Priv Eqty | 0.00% | 2,000 | $15K | No change |
| PSA Public Storage | 0.00% | 50 | $15K | No change |
| AFB Allianceberstein NTL Muni | 0.00% | 1,400 | $14K | No change |
| DHS Wisdomtree US High Dividend | 0.00% | 150 | $14K | No change |
| YORW York Water Co. filed as YORK WTR CO | 0.00% | 450 | $14K | No change |
| TTC Toro Co. | 0.00% | 200 | $14K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 34 | $14K | No change |
| DTM DT Midstream Inc. | 0.00% | 125 | $14K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 100 | $14K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 336 | $14K | No change |
| TTWO Take-Two Interactive Softwre | 0.00% | 56 | $14K | No change |
| CAG Conagra Brands Inc. | 0.00% | 656 | $13K | No change |
| USIG iShares Broad Usd Investment | 0.00% | 256 | $13K | No change |
| AGGY Wisdomtree Yield Enhanced US | 0.00% | 300 | $13K | No change |
| RA Brookfield Real Assets Incom | 0.00% | 976 | $13K | No change |
| HOLX Hologic Inc. | 0.00% | 194 | $13K | Reduce -53.1% |
| ROL Rollins Inc. | 0.00% | 224 | $13K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 65 | $13K | No change |
| PFL PIMCO Income Strategy Fund | 0.00% | 1,500 | $13K | No change |
| QHY Wisdomtree US High Yield Cor | 0.00% | 269 | $12K | No change |
| VRP Invesco Variable Rate Prefer | 0.00% | 500 | $12K | No change |
| BN Brookfield Corp. | 0.00% | 192 | $12K | No change |
| CME Cme Group Inc. | 0.00% | 43 | $12K | Reduce -38.6% |
| PYPL PayPal Holdings Inc. | 0.00% | 159 | $12K | No change |
| SU Suncor Energy Inc. | 0.00% | 312 | $12K | No change |
| GATX Gatx Corp. | 0.00% | 75 | $12K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 150 | $11K | No change |
| ARKK ARK Innovation ETF | 0.00% | 156 | $11K | No change |
| ADC Agree Realty Corp. | 0.00% | 150 | $11K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 120 | $11K | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 166 | $11K | No change |
| ABM Abm Industries Inc. | 0.00% | 220 | $10K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 82 | $10K | No change |
| FHLC Fidelity MSCI Health Care | 0.00% | 161 | $10K | No change |
| CCI Crown Castle Inc. | 0.00% | 100 | $10K | Reduce -7.4% |
| PAGP Plains GP Holdings LP | 0.00% | 500 | $10K | No change |
| KVUE Kenvue Inc. | 0.00% | 464 | $10K | Reduce -27.3% |
| AEE Ameren Corporation | 0.00% | 100 | $10K | No change |
| NSA National Storage Affiliates | 0.00% | 300 | $10K | No change |
| PFFD Global X US Preferred ETF | 0.00% | 498 | $9K | No change |
| ALB Albemarle Corp. | 0.00% | 145 | $9K | Reduce -19.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.00% | 111 | $9K | No change |
| GVI iShares Intermediate Governm | 0.00% | 83 | $9K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 109 | $9K | No change |
| JPC Nuveen Prefered & Income Opp | 0.00% | 1,086 | $9K | Reduce -14.2% |
| BCE Bce Inc. | 0.00% | 388 | $9K | Reduce -49.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.00% | 184 | $9K | No change |
| BF.A Brown-Forman Corp. Class A | 0.00% | 305 | $8K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 250 | $8K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 213 | $8K | Reduce -99.1% |
| FXL First Trust Technology Alpha | 0.00% | 50 | $8K | No change |
| FTV Fortive Corp. | 0.00% | 150 | $8K | No change |
| VDC Vanguard Consumer Staple ETF | 0.00% | 35 | $8K | No change |
| SNX TD Synnex Corp. | 0.00% | 56 | $8K | No change |
| AGM Federal Agric MTG Corp. Class C | 0.00% | 39 | $8K | No change |
| WAB Wabtec Corp. | 0.00% | 36 | $8K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 150 | $7K | No change |
| ANGL Vaneck Fallen Angel High YLD | 0.00% | 253 | $7K | No change |
| SMCI Super Micro Computer Inc. | 0.00% | 150 | $7K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 80 | $7K | Reduce -7.0% |
| MINT PIMCO Enhanced Short Maturit | 0.00% | 72 | $7K | No change |
| TDY Teledyne Technologies Inc. | 0.00% | 14 | $7K | No change |
| PJUL Innovator U.S. Equity Power | 0.00% | 162 | $7K | No change |
| POCT Innovator U.S. Equity Power | 0.00% | 171 | $7K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 96 | $7K | No change |
| PJAN Innovator U.S. Equity Power | 0.00% | 158 | $7K | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 260 | $7K | No change |
| VIOV Vanguard S&P Small-Cap 600 V | 0.00% | 80 | $7K | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 181 | $7K | No change |
| EIX Edison International | 0.00% | 130 | $7K | Reduce -27.4% |
| ILCV iShares Morningstar Value Et | 0.00% | 80 | $7K | No change |
| PAPR Innovator U.S. Equity Power | 0.00% | 177 | $7K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 40 | $7K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 251 | $6K | Reduce -62.8% |
| MRP Millrose Properties | 0.00% | 225 | $6K | Reduce -17.3% |
| QTEC First Trust Nasdq 100 Tech I | 0.00% | 30 | $6K | No change |
| CAH Cardinal Health Inc. | 0.00% | 38 | $6K | No change |
| B Barrick Mining Corp. | 0.00% | 300 | $6K | No change |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.00% | 720 | $6K | No change |
| FXO First Trust Financial Alphad | 0.00% | 107 | $6K | No change |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 205 | $6K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 134 | $6K | No change |
| RMD Resmed Inc. | 0.00% | 22 | $6K | No change |
| AIG American International Group | 0.00% | 66 | $6K | No change |
| HYGV NT HY Val-SCRD BD ETF | 0.00% | 135 | $6K | No change |
| RSG Republic Services Inc. | 0.00% | 22 | $5K | No change |
| FLG Flagstar Bank NA | 0.00% | 500 | $5K | No change |
| DEM Wisdomtree Emerging Markets | 0.00% | 115 | $5K | No change |
| LDUR PIMCO Enhanced Low Duration | 0.00% | 54 | $5K | No change |
| TRP TC Energy Corp. | 0.00% | 100 | $5K | No change |
| LUV Southwest Airlines Co. | 0.00% | 150 | $5K | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 100 | $5K | No change |
| NBB Nuveen Taxable Municipal Inc. | 0.00% | 292 | $5K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 407 | $4K | No change |
| TPYP Tortoise North American Pipe | 0.00% | 112 | $4K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 347 | $4K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.00% | 53 | $4K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 85 | $4K | No change |
| BWZ State Street SPDR Bloomberg | 0.00% | 125 | $4K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 304 | $3K | Reduce -64.4% |
| LW Lamb Weston Holdings Inc. | 0.00% | 66 | $3K | No change |
| AEG Aegon Ltd.-NY Reg SHR | 0.00% | 469 | $3K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 100 | $3K | No change |
| MLPX Global X MLP & Energy Infras | 0.00% | 53 | $3K | No change |
| ECG Everus Construction Group | 0.00% | 52 | $3K | Reduce -80.0% |
| CFR Cullen/Frost Bankers Inc. | 0.00% | 25 | $3K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 59 | $3K | Reduce -13.2% |
| BOND PIMCO Active Bond Exchange-T | 0.00% | 34 | $3K | No change |
| DSU BlackRock Debt Strategies | 0.00% | 275 | $3K | No change |
| IVT Inventrust Properties Corp. | 0.00% | 106 | $3K | New |
| VTRS Viatris Inc. | 0.00% | 304 | $3K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.00% | 130 | $3K | No change |
| THRM Gentherm Inc. | 0.00% | 90 | $3K | Reduce -70.6% |
| IART Integra Lifesciences Holding | 0.00% | 200 | $2K | No change |
| SPG Simon Property Group Inc. | 0.00% | 15 | $2K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 550 | $2K | No change |
| OGN Organon & Co. | 0.00% | 204 | $2K | No change |
| TFI SS SPDR N Ice Muni Bond ETF | 0.00% | 41 | $2K | No change |
| IFRA iShares US Infrastructure | 0.00% | 36 | $2K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 20 | $2K | No change |
| AA Alcoa Corp. | 0.00% | 58 | $2K | No change |
| RF Regions Financial Corp. | 0.00% | 71 | $2K | Reduce -60.3% |
| NATL NCR Atleos Corp. | 0.00% | 57 | $2K | No change |
| STT State Street Corp. | 0.00% | 14 | $1K | No change |
| VYX NCR Voyix Corp. | 0.00% | 115 | $1K | No change |
| SPEU State Street SPDR Portfolio | 0.00% | 24 | $1K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.00% | 44 | $1K | No change |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.00% | 11 | $1K | No change |
| BNTX Biontech SE-ADR | 0.00% | 10 | $1K | No change |
| ARE Alexandria Real Estate Equit | 0.00% | 14 | $1K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.00% | 40 | $1K | No change |
| NWE Northwestern Energy Group Inc. | 0.00% | 18 | $923 | No change |
| BZFD Buzzfeed Inc. | 0.00% | 383 | $766 | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.00% | 29 | $743 | No change |
| RRX Regal Rexnord Corp. | 0.00% | 5 | $725 | No change |
| IMAX Imax Corp. | 0.00% | 25 | $699 | No change |
| KLG WK Kellogg Co. | 0.00% | 33 | $526 | No change |
| AIQ Global X Art Intel & Tech | 0.00% | 12 | $524 | No change |
| TECX Tectonic Therapeutic Inc. | 0.00% | 20 | $397 | No change |
| CPB The Campbell's Company | 0.00% | 12 | $368 | No change |
| IRBTQ Irobot Corp. | 0.00% | 100 | $313 | No change |
| GNLX Genelux Corp. | 0.00% | 100 | $287 | No change |
| CHMI Cherry Hill Mortgage Investm | 0.00% | 100 | $273 | No change |
| AVNS Avanos Medical Inc. | 0.00% | 12 | $147 | No change |