| EFV iShares MSCI Eafe Value ETF | 9.73% | 157,495 | $9.3M | Add +3292.1% |
| EFG iShares MSCI Eafe Growth ETF | 9.15% | 87,299 | $8.7M | Add +409.3% |
| CTA Simplify Managed Futures St | 9.01% | 290,509 | $8.6M | New |
| IEMG iShares Core MSCI Emerging | 6.24% | 110,374 | $6.0M | Add +18767.3% |
| IXUS iShares Core Intl Stock ETF | 5.77% | 78,819 | $5.5M | New |
| JPRE JPMorgan Realty Income ETF | 5.76% | 113,982 | $5.5M | New |
| HELO JPMorgan Hedged Equity ETF | 5.58% | 89,163 | $5.3M | New |
| AVEM Avantis Emerging Markets Eq | 3.61% | 57,310 | $3.4M | New |
| AAPL Apple Inc. | 2.94% | 12,610 | $2.8M | Add +197.2% |
| GLDM SPDR Gold Minishares Trust | 2.36% | 36,424 | $2.3M | Add +1405.1% |
| SCZ iShares MSCI Eafe Small-Cap | 2.16% | 32,481 | $2.1M | New |
| AMZN Amazon.com Inc. | 1.41% | 7,075 | $1.3M | Reduce -6.1% |
| MSFT Microsoft Corp. | 1.35% | 3,428 | $1.3M | Reduce -1.7% |
| QUAL iShares MSCI USA Quality Fac | 1.25% | 6,955 | $1.2M | Reduce -70.4% |
| NVDA Nvidia Corp. | 1.08% | 9,489 | $1.0M | Add +4.0% |
| ISRG Intuitive Surgical Inc. | 1.04% | 2,000 | $991K | Reduce -0.1% |
| IVW iShares S&P 500 Growth ETF | 0.94% | 9,641 | $895K | Reduce -70.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.84% | 16,513 | $805K | Reduce -72.0% |
| IVE iShares S&P 500 Value ETF | 0.76% | 3,820 | $728K | Reduce -51.4% |
| UNH Unitedhealth Group Inc. | 0.61% | 1,111 | $582K | Add +0.5% |
| SPGI S&P Global Inc. | 0.59% | 1,103 | $560K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.52% | 3,168 | $495K | Reduce -2.9% |
| V Visa Inc. Class A | 0.48% | 1,305 | $458K | Reduce -6.2% |
| ORCL Oracle Corp. | 0.48% | 3,261 | $456K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.48% | 16,709 | $456K | Reduce -58.5% |
| SCHW Schwab (charles) Corp. | 0.45% | 5,486 | $429K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.44% | 27,264 | $419K | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.43% | 2,667 | $412K | Reduce -7.3% |
| OKE Oneok Inc. | 0.41% | 3,904 | $387K | Add +0.1% |
| TSLA Tesla Inc. | 0.39% | 1,423 | $369K | Reduce -9.1% |
| BAM Brookfield Asset Mgmt-A | 0.39% | 7,599 | $368K | No change |
| CACI Caci International Inc. Class A | 0.37% | 960 | $352K | Add +47.9% |
| CSGP Costar Group Inc. | 0.33% | 4,015 | $318K | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 0.33% | 15,821 | $313K | Reduce -79.3% |
| CRH CRH PLC | 0.33% | 3,551 | $312K | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 0.32% | 537 | $310K | Add +1.5% |
| OEF iShares S&P 100 ETF | 0.32% | 1,132 | $307K | Reduce -42.3% |
| SHOP Shopify Inc. Class A | 0.32% | 3,178 | $303K | Reduce -0.6% |
| INTU Intuit Inc. | 0.31% | 479 | $294K | Add +17.7% |
| MUB iShares National Muni Bond E | 0.30% | 2,718 | $287K | Reduce -18.0% |
| VONG Vanguard Russell 1000 Growth | 0.30% | 3,081 | $286K | Add +0.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.30% | 5,159 | $284K | Reduce -75.2% |
| TTWO Take-Two Interactive Softwre | 0.29% | 1,350 | $280K | Reduce -25.2% |
| BRO Brown & Brown Inc. | 0.29% | 2,218 | $276K | Reduce -6.2% |
| MRVL Marvell Technology Inc. | 0.29% | 4,425 | $272K | Reduce -16.1% |
| APO Apollo Global Management Inc. | 0.28% | 1,942 | $266K | Add +127.7% |
| COHR Coherent Corp. | 0.28% | 4,053 | $263K | Reduce -14.2% |
| ARKW ARK Next Generation Technolo | 0.28% | 2,778 | $263K | Reduce -48.0% |
| ZTS Zoetis Inc. | 0.27% | 1,591 | $262K | No change |
| TMUS T-Mobile US Inc. | 0.27% | 966 | $258K | Reduce -20.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 3,838 | $252K | Reduce -83.9% |
| THRO iShares U.S. Thematic Rotati | 0.26% | 7,859 | $249K | New |
| DHR Danaher Corp. | 0.26% | 1,193 | $245K | Reduce -0.5% |
| VEEV Veeva Systems Inc. Class A | 0.25% | 1,049 | $243K | Reduce -13.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.25% | 1,193 | $241K | Reduce -72.9% |
| NOW ServiceNow Inc. | 0.25% | 295 | $235K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 476 | $223K | Reduce -17.5% |
| AOA iShares Core 80/20 Aggressiv | 0.23% | 2,891 | $221K | Reduce -60.1% |
| AKAM Akamai Technologies Inc. | 0.23% | 2,727 | $220K | Reduce -28.9% |
| PH Parker Hannifin Corp. | 0.23% | 355 | $216K | Reduce -80.3% |
| HCA HCA Healthcare Inc. | 0.22% | 615 | $213K | No change |
| IVV iShares Core S&P 500 ETF | 0.21% | 357 | $201K | Reduce -25.0% |
| IYW iShares Ustechnology ETF | 0.21% | 1,428 | $201K | Reduce -75.7% |
| MO Altria Group Inc. | 0.21% | 3,338 | $200K | Reduce -8.6% |
| FSV Firstservice Corp. | 0.21% | 1,203 | $200K | No change |
| DE Deere & Co. | 0.21% | 423 | $199K | Add +75.5% |
| FFIV F5 Inc. | 0.20% | 732 | $195K | Reduce -16.9% |
| CBRE CBRE Group Inc. Class A | 0.20% | 1,440 | $188K | Add +0.3% |
| CPRT Copart Inc. | 0.19% | 3,250 | $184K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.19% | 276 | $183K | No change |
| NXPI NXP Semiconductors NV | 0.19% | 962 | $183K | Add +25.4% |
| LIN Linde PLC | 0.18% | 376 | $175K | Add +322.5% |
| ELV Elevance Health Inc. | 0.18% | 395 | $172K | No change |
| WMT Walmart Inc. | 0.18% | 1,954 | $172K | Reduce -4.4% |
| HD Home Depot Inc. | 0.18% | 466 | $171K | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 2,016 | $170K | Reduce -15.5% |
| CP Canadian Pacific Kansas City | 0.18% | 2,411 | $169K | New |
| DXCM Dexcom Inc. | 0.18% | 2,466 | $168K | Reduce -5.4% |
| PGR Progressive Corp. | 0.18% | 593 | $168K | Reduce -60.4% |
| ADP Automatic Data Processing | 0.18% | 549 | $168K | No change |
| TEAM Atlassian Corp. Class A | 0.17% | 776 | $165K | Reduce -25.8% |
| MSCI MSCI Inc. | 0.16% | 267 | $151K | No change |
| HBAN Huntington Bancshares Inc. | 0.16% | 9,953 | $149K | Reduce -29.4% |
| ABBV Abbvie Inc. | 0.15% | 704 | $147K | Add +2.2% |
| ROK Rockwell Automation Inc. | 0.15% | 553 | $143K | Add +54.0% |
| RACE Ferrari NV | 0.15% | 333 | $142K | No change |
| PEP Pepsico Inc. | 0.15% | 948 | $142K | Reduce -0.4% |
| CVX Chevron Corp. | 0.15% | 848 | $142K | Add +60.6% |
| EG Everest Group Ltd. | 0.14% | 379 | $138K | No change |
| AMP Ameriprise Financial Inc. | 0.14% | 284 | $137K | Add +0.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.14% | 2,605 | $136K | Reduce -63.9% |
| VOO Vanguard S&P 500 ETF | 0.14% | 264 | $136K | Reduce -20.2% |
| ADI Analog Devices Inc. | 0.14% | 650 | $131K | No change |
| KNSL Kinsale Capital Group Inc. | 0.13% | 264 | $128K | No change |
| ERIE Erie Indemnity Company Class A | 0.13% | 300 | $126K | No change |
| MLI Mueller Industries Inc. | 0.13% | 1,641 | $125K | Add +164000.0% |
| PNC PNC Financial Services Group | 0.13% | 679 | $119K | Reduce -7.1% |
| CTRA Coterra Energy Inc. | 0.12% | 3,961 | $114K | Reduce -20.2% |
| ACN Accenture PLC Class A | 0.12% | 357 | $111K | Add +264.3% |
| AVY Avery Dennison Corp. | 0.12% | 622 | $111K | No change |
| MRSH Marsh & McLennan Cos | 0.11% | 441 | $108K | Add +15.4% |
| BAH Booz Allen Hamilton Holdings | 0.11% | 992 | $104K | Add +41.3% |
| VRSK Verisk Analytics Inc. | 0.11% | 347 | $103K | No change |
| VONV Vanguard Russell 1000 Value | 0.10% | 1,180 | $97K | Reduce -3.9% |
| FYX First Trust Small Cap Core A | 0.10% | 1,075 | $97K | No change |
| VLO Valero Energy Corp. | 0.10% | 707 | $93K | Reduce -0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.10% | 2,605 | $93K | Reduce -65.3% |
| CUBE Cubesmart | 0.10% | 2,157 | $92K | No change |
| IXN iShares Global Tech ETF | 0.09% | 1,172 | $89K | Reduce -10.5% |
| BN Brookfield Corp. | 0.09% | 1,688 | $88K | Reduce -58.7% |
| MBB iShares MBS ETF | 0.09% | 941 | $88K | Reduce -72.8% |
| PLD Prologis Inc. | 0.09% | 757 | $85K | Reduce -0.7% |
| ARKK ARK Innovation ETF | 0.09% | 1,775 | $84K | Reduce -70.3% |
| EQT Eqt Corp. | 0.09% | 1,567 | $84K | Reduce -0.1% |
| FERG Ferguson Enterprises Inc. | 0.08% | 492 | $79K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 138 | $77K | Reduce -27.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 820 | $77K | Reduce -65.4% |
| GLD SPDR Gold Shares | 0.08% | 260 | $75K | Add +4233.3% |
| ABT Abbott Laboratories | 0.08% | 550 | $73K | Reduce -42.5% |
| BDX Becton Dickinson and Co. | 0.08% | 314 | $72K | Add +0.3% |
| AVGO Broadcom Inc. | 0.08% | 429 | $72K | Add +124.6% |
| CEG Constellation Energy | 0.07% | 354 | $71K | Add +0.6% |
| IWY iShares Russell Top 200 Grow | 0.07% | 334 | $70K | Reduce -15.9% |
| LLY Eli Lilly & Co. | 0.07% | 85 | $70K | Add +3.7% |
| MET Metlife Inc. | 0.07% | 870 | $70K | No change |
| GS Goldman Sachs Group Inc. | 0.07% | 127 | $69K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 278 | $68K | Add +4.1% |
| MA Mastercard Inc. Class A | 0.07% | 119 | $65K | Add +3.5% |
| COST Costco Wholesale Corp. | 0.07% | 67 | $63K | Add +6.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 640 | $63K | Reduce -0.5% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.07% | 2,406 | $62K | New |
| CAT Caterpillar Inc. | 0.06% | 187 | $62K | Add +0.5% |
| ENB Enbridge Inc. | 0.06% | 1,362 | $60K | Add +48.0% |
| SCHX Schwab US Large-Cap ETF | 0.06% | 2,728 | $60K | Reduce -9.0% |
| JNJ Johnson & Johnson | 0.06% | 354 | $59K | Add +2.0% |
| ARKX ARK Space & Defense Innovati | 0.06% | 3,299 | $59K | Reduce -28.9% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.06% | 1,858 | $58K | Reduce -8.9% |
| UBER Uber Technologies Inc. | 0.06% | 774 | $56K | Add +4452.9% |
| AXP American Express Co. | 0.06% | 206 | $56K | Reduce -45.5% |
| MPC Marathon Petroleum Corp. | 0.06% | 378 | $55K | Add +0.5% |
| BA The Boeing Co. | 0.06% | 321 | $55K | Reduce -6.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 322 | $53K | No change |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.06% | 1,672 | $53K | Reduce -70.9% |
| RTX RTX Corp. | 0.06% | 397 | $53K | Add +1.3% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.05% | 1,749 | $52K | Reduce -66.2% |
| EMB iShares JP Morgan Usd Emergi | 0.05% | 558 | $51K | Reduce -64.8% |
| HIMU iShares High Yild Muni A ETF | 0.05% | 1,014 | $50K | New |
| HWM Howmet Aerospace Inc. | 0.05% | 385 | $50K | Reduce -51.1% |
| LCTU iShares U.S. Carbon Transiti | 0.05% | 815 | $49K | No change |
| MRK Merck & Co. Inc. | 0.05% | 550 | $49K | Reduce -43.4% |
| DUK Duke Energy Corp. | 0.05% | 403 | $49K | Reduce -35.5% |
| SMH Vaneck Semiconductor ETF | 0.05% | 231 | $49K | Reduce -22.5% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.05% | 1,419 | $47K | Reduce -66.2% |
| IDU iShares US Utilities ETF | 0.05% | 458 | $46K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 226 | $45K | Reduce -34.3% |
| IWX iShares Russell Top 200 Valu | 0.05% | 546 | $45K | Reduce -25.2% |
| FITB Fifth Third Bancorp | 0.05% | 1,143 | $45K | Reduce -9.9% |
| NDAQ Nasdaq Inc. | 0.05% | 587 | $45K | Reduce -36.9% |
| AOM iShares Core 40/60 Moderate | 0.05% | 1,011 | $44K | Reduce -27.3% |
| RJF Raymond James Financial Inc. | 0.05% | 317 | $44K | Reduce -71.0% |
| VT Vanguard Tot World STK ETF | 0.05% | 378 | $44K | Reduce -9.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.05% | 912 | $43K | Reduce -16.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.04% | 964 | $42K | Reduce -10.4% |
| PM Philip Morris International | 0.04% | 262 | $42K | Reduce -41.0% |
| USXF iShares ESG Advance MSCI USA | 0.04% | 873 | $41K | Add +0.8% |
| CB Chubb Ltd. | 0.04% | 134 | $40K | Reduce -0.7% |
| AFL Aflac Inc. | 0.04% | 363 | $40K | Reduce -2.2% |
| AWK American Water Works Co. Inc. | 0.04% | 273 | $40K | Add +1.9% |
| AR Antero Resources Corp. | 0.04% | 985 | $40K | Reduce -0.1% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.04% | 1,805 | $40K | Reduce -55.2% |
| IUSG iShares Core S&P U.S. Growth | 0.04% | 306 | $39K | Add +705.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 73 | $39K | Reduce -1.4% |
| IUSV iShares Core S&P U.S. Value | 0.04% | 403 | $37K | Add +571.7% |
| PG The Procter & Gamble Co. | 0.04% | 217 | $37K | Add +15.4% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.04% | 1,019 | $36K | Reduce -67.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.04% | 172 | $35K | No change |
| MCD McDonald's Corp. | 0.04% | 112 | $35K | Reduce -8.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 676 | $35K | Add +29.3% |
| XOM Exxon Mobil Corp. | 0.04% | 294 | $35K | Reduce -2.3% |
| CHKP Check Point Software Tech | 0.04% | 153 | $35K | No change |
| SYK Stryker Corp. | 0.04% | 90 | $34K | Add +26.8% |
| SYY Sysco Corp. | 0.03% | 442 | $33K | Reduce -0.5% |
| AOR iShares Core 60/40 Balanced | 0.03% | 568 | $33K | Reduce -18.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 147 | $33K | Reduce -41.0% |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 257 | $31K | Add +37.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.03% | 475 | $31K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.03% | 302 | $31K | No change |
| CMI Cummins Inc. | 0.03% | 96 | $30K | Add +3.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.03% | 886 | $30K | Reduce -9.8% |
| CRM Salesforce Inc. | 0.03% | 110 | $30K | Add +450.0% |
| SNOW Snowflake Inc. | 0.03% | 200 | $29K | No change |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.03% | 2,143 | $29K | No change |
| MCK McKesson Corp. | 0.03% | 43 | $29K | Reduce -6.5% |
| CGGR Cap Group Growth Equity | 0.03% | 829 | $28K | Reduce -8.3% |
| IYE iShares U.S. Energy ETF | 0.03% | 573 | $28K | Add +3.6% |
| GSK GSK PLC-Spon ADR | 0.03% | 724 | $28K | No change |
| ET Energy Transfer LP | 0.03% | 1,507 | $28K | Add +13.1% |
| PANW Palo Alto Networks Inc. | 0.03% | 162 | $28K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.03% | 600 | $28K | Reduce -72.0% |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 219 | $28K | Reduce -12.1% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.03% | 889 | $27K | Add +6.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 99 | $27K | Add +54.7% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.03% | 1,712 | $26K | No change |
| ACGL Arch Capital Group Ltd. | 0.03% | 268 | $26K | No change |
| VZ Verizon Communications Inc. | 0.03% | 563 | $26K | Reduce -30.0% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 229 | $26K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.03% | 321 | $25K | Reduce -40.6% |
| O Realty Income Corp. | 0.03% | 413 | $24K | Reduce -2.1% |
| T AT&T Inc. | 0.02% | 832 | $24K | Reduce -23.7% |
| ARKF ARK Blockchain & Fintech Inn | 0.02% | 705 | $23K | Reduce -68.2% |
| CGCB Cap Group Core Bond | 0.02% | 885 | $23K | Reduce -6.8% |
| PPL PPL Corp. | 0.02% | 643 | $23K | Reduce -71.7% |
| X United States Steel Corp. | 0.02% | 544 | $23K | Add +0.2% |
| SU Suncor Energy Inc. | 0.02% | 593 | $23K | No change |
| IWD iShares Russell 1000 Value E | 0.02% | 122 | $23K | Add +1009.1% |
| CGMS Cap Group US Multi-Sect Bond | 0.02% | 834 | $23K | Reduce -7.4% |
| WTW Willis Towers Watson PLC | 0.02% | 67 | $23K | No change |
| GDEC FT Vest US Equity Moderate B | 0.02% | 683 | $23K | Reduce -66.9% |
| UAL United Airlines Holdings Inc. | 0.02% | 321 | $22K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 605 | $22K | Add +628.9% |
| MBCN Middlefield Banc Corp. | 0.02% | 782 | $22K | No change |
| CLF Cleveland-Cliffs Inc. | 0.02% | 2,525 | $21K | Add +84066.7% |
| CSQ Calamos Strat TTL RTRN FND | 0.02% | 1,280 | $21K | Reduce -11.7% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 169 | $21K | Add +3.7% |
| NVT Nvent Electric PLC | 0.02% | 393 | $21K | Add +0.5% |
| RY Royal Bank of Canada | 0.02% | 179 | $20K | No change |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.02% | 706 | $19K | No change |
| PDD PDD Holdings Inc. | 0.02% | 161 | $19K | No change |
| ADBE Adobe Inc. | 0.02% | 49 | $19K | Reduce -49.0% |
| IWF iShares Russell 1000 Growth | 0.02% | 52 | $19K | New |
| NGG National Grid PLC-SP ADR | 0.02% | 282 | $19K | No change |
| WBD Warner Bros Discovery Inc. | 0.02% | 1,723 | $18K | Reduce -5.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 219 | $18K | Add +8.4% |
| ARKG ARK Genomic Revolution ETF | 0.02% | 880 | $18K | Reduce -65.2% |
| CCEP Coca-Cola Europacific Partne | 0.02% | 209 | $18K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 134 | $18K | Reduce -3.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 253 | $18K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.02% | 259 | $17K | Reduce -38.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.02% | 609 | $17K | Reduce -9.2% |
| IDXX Idexx Laboratories Inc. | 0.02% | 41 | $17K | No change |
| SOFI Sofi Technologies Inc. | 0.02% | 1,465 | $17K | No change |
| MS Morgan Stanley | 0.02% | 146 | $17K | Add +0.7% |
| PNR Pentair PLC | 0.02% | 193 | $17K | Reduce -8.1% |
| TYA Simplify Intermediate Term | 0.02% | 1,270 | $17K | Reduce -55.3% |
| CSCO Cisco Systems Inc. | 0.02% | 267 | $16K | Add +5.1% |
| FLEU Franklin Ftse Eurozone ETF | 0.02% | 589 | $16K | Add +1.0% |
| GNRC Generac Holdings Inc. | 0.02% | 125 | $16K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.02% | 120 | $16K | Reduce -25.0% |
| NICE Nice Ltd. - Spon ADR | 0.02% | 102 | $16K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.02% | 81 | $16K | New |
| WYNN WYNN Resorts Ltd. | 0.02% | 187 | $16K | Add +0.5% |
| QBER Trueshares Quartly B HDG ETF | 0.02% | 627 | $16K | Reduce -68.2% |
| FDX FedEx Corp. | 0.02% | 64 | $15K | Add +1.6% |
| LRCX Lam Research Corp. | 0.02% | 209 | $15K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 199 | $15K | Add +1709.1% |
| CLS Celestica Inc. | 0.02% | 189 | $15K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.02% | 412 | $14K | Reduce -5.3% |
| EPAM Epam Systems Inc. | 0.01% | 85 | $14K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 513 | $14K | Add +42.5% |
| HON Honeywell International Inc. | 0.01% | 67 | $14K | Reduce -5.6% |
| WM Waste Management Inc. | 0.01% | 61 | $14K | No change |
| AGG iShares Core U.S. Aggregate | 0.01% | 142 | $14K | Reduce -29.4% |
| FIGS Figs Inc. Class A | 0.01% | 3,048 | $14K | No change |
| CGCP Cap Group Core Plus Income | 0.01% | 618 | $14K | Reduce -6.9% |
| GEV GE Vernova Inc. | 0.01% | 45 | $14K | No change |
| LOGI Logitech International-Reg | 0.01% | 161 | $14K | No change |
| LULU Lululemon Athletica Inc. | 0.01% | 47 | $13K | Add +2.2% |
| NEE Nextera Energy Inc. | 0.01% | 187 | $13K | Reduce -2.6% |
| BLK BlackRock Inc. | 0.01% | 14 | $13K | No change |
| FN Fabrinet | 0.01% | 67 | $13K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 53 | $13K | Add +51.4% |
| BIDU Baidu Inc. - Spon ADR | 0.01% | 142 | $13K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 74 | $13K | No change |
| NFLX Netflix Inc. | 0.01% | 14 | $13K | No change |
| BSX Boston Scientific Corp. | 0.01% | 124 | $13K | No change |
| ETN Eaton Corp. PLC | 0.01% | 46 | $13K | Reduce -41.0% |
| CGMM Cap Group Small and Mid Cap | 0.01% | 520 | $12K | New |
| AMGN Amgen Inc. | 0.01% | 39 | $12K | Reduce -41.8% |
| LMT Lockheed Martin Corp. | 0.01% | 26 | $12K | No change |
| COP Conocophillips | 0.01% | 110 | $12K | Add +0.9% |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 98 | $12K | Reduce -24.6% |
| LISTED FDS TR | 0.01% | 316 | $11K | Reduce -67.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 153 | $11K | No change |
| URA Global X Uranium ETF | 0.01% | 489 | $11K | Add +2.7% |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 143 | $11K | No change |
| KO The Coca-Cola Co. | 0.01% | 153 | $11K | Add +4.8% |
| ICLR Icon PLC | 0.01% | 62 | $11K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 62 | $11K | Reduce -70.2% |
| NTES Netease Inc.-ADR | 0.01% | 104 | $11K | No change |
| WFC Wells Fargo & Co. | 0.01% | 148 | $11K | Add +27.6% |
| GTES Gates Industrial Corp. UK Ltd. | 0.01% | 576 | $11K | No change |
| JHG Janus Henderson Group PLC | 0.01% | 293 | $11K | No change |
| VIPS Vipshop Holdings Ltd. - ADR | 0.01% | 670 | $11K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 249 | $10K | Add +35.3% |
| SWKS Skyworks Solutions Inc. | 0.01% | 160 | $10K | No change |
| HUBS HubSpot Inc. | 0.01% | 18 | $10K | No change |
| INTC Intel Corp. | 0.01% | 449 | $10K | Reduce -2.8% |
| DGRO iShares Core Dividend Growth | 0.01% | 165 | $10K | Reduce -8.8% |
| KEY Keycorp | 0.01% | 634 | $10K | Add +5.8% |
| LUV Southwest Airlines Co. | 0.01% | 300 | $10K | No change |
| QBUL Trueshare QRT Bull Hdge ETF | 0.01% | 405 | $10K | Reduce -68.3% |
| ROP Roper Technologies Inc. | 0.01% | 17 | $10K | Add +6.3% |
| LISTED FDS TR | 0.01% | 266 | $10K | New |
| MDY State Street SPDR S&P Midcap | 0.01% | 18 | $10K | Add +5.9% |
| LCTD iShares World Ex U.S. Carbon | 0.01% | 205 | $9K | No change |
| FDVV Fidelity High Dividend ETF | 0.01% | 190 | $9K | Add +11.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 225 | $9K | No change |
| WDAY Workday Inc. Class A | 0.01% | 40 | $9K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 251 | $9K | Add +4.6% |
| PBR Petroleo Brasileiro-Spon ADR | 0.01% | 637 | $9K | No change |
| PAGS Pagseguro Digital Ltd. Class A | 0.01% | 1,196 | $9K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 186 | $9K | Reduce -6.5% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 70 | $9K | Reduce -9.1% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.01% | 357 | $9K | New |
| DAL Delta Air Lines Inc. | 0.01% | 200 | $9K | No change |
| ITW Illinois Tool Works | 0.01% | 35 | $9K | Reduce -2.8% |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 78 | $8K | No change |
| AAL American Airlines Group Inc. | 0.01% | 794 | $8K | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.01% | 126 | $8K | Reduce -82.8% |
| CNX CNX Resources Corp. | 0.01% | 264 | $8K | Reduce -50.0% |
| SIXJ Allian US Equ 6 Mon BU10-Usd | 0.01% | 277 | $8K | New |
| PYLD PIMCO Multisector Bond Actv | 0.01% | 311 | $8K | New |
| SO The Southern Co. | 0.01% | 89 | $8K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 120 | $8K | Reduce -46.9% |
| INCE Franklin Income Equity Focus | 0.01% | 145 | $8K | Add +5.1% |
| UNP Union Pacific Corp. | 0.01% | 34 | $8K | No change |
| STZ Constellation Brands Inc. Class A | 0.01% | 42 | $8K | No change |
| DOV Dover Corp. | 0.01% | 43 | $8K | Reduce -2.3% |
| JULU Allianzim US BF15 Uncap Jul | 0.01% | 295 | $8K | New |
| LCID Lucid Group Inc. | 0.01% | 3,058 | $7K | Reduce -15.9% |
| SNPS Synopsys Inc. | 0.01% | 17 | $7K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.01% | 179 | $7K | New |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 89 | $7K | Reduce -52.1% |
| CDNS Cadence Design SYS Inc. | 0.01% | 28 | $7K | Reduce -6.7% |
| WELL Welltower Inc. | 0.01% | 46 | $7K | Add +4.5% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 86 | $7K | No change |
| ODFL Old Dominion Freight Line | 0.01% | 42 | $7K | No change |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.01% | 145 | $7K | New |
| GRMN Garmin Ltd. | 0.01% | 31 | $7K | No change |
| SAIA Saia Inc. | 0.01% | 19 | $7K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.01% | 83 | $7K | Reduce -78.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.01% | 68 | $7K | No change |
| AMAT Applied Materials Inc. | 0.01% | 45 | $7K | Add +28.6% |
| PHM Pultegroup Inc. | 0.01% | 63 | $6K | Reduce -6.0% |
| EEM iShares MSCI Emerging Market | 0.01% | 145 | $6K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 18 | $6K | Add +5.9% |
| APH Amphenol Corp. Class A | 0.01% | 94 | $6K | Reduce -6.9% |
| DFE Wisdomtree Eur S/C Dividend | 0.01% | 101 | $6K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.01% | 66 | $6K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 26 | $6K | No change |
| CSX CSX Corp. | 0.01% | 198 | $6K | Reduce -22.4% |
| FTV Fortive Corp. | 0.01% | 79 | $6K | Add +9.7% |
| TXN Texas Instruments Inc. | 0.01% | 32 | $6K | Add +10.3% |
| ORLY O'reilly Automotive Inc. | 0.01% | 4 | $6K | No change |
| RBA RB Global Inc. | 0.01% | 57 | $6K | No change |
| FIDU Fidelity MSCI Indust Indx | 0.01% | 83 | $6K | Add +260.9% |
| SNSR Global X Internet of Things | 0.01% | 172 | $6K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 98 | $6K | No change |
| KVUE Kenvue Inc. | 0.01% | 232 | $6K | Add +10.5% |
| CTAS Cintas Corp. | 0.01% | 27 | $6K | Add +8.0% |
| GPC Genuine Parts Co. | 0.01% | 46 | $5K | Reduce -13.2% |
| WSBC Wesbanco Inc. | 0.01% | 177 | $5K | New |
| GD General Dynamics Corp. | 0.01% | 20 | $5K | No change |
| AMD Advanced Micro Devices | 0.01% | 52 | $5K | Add +40.5% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.01% | 63 | $5K | Add +425.0% |
| STX Seagate Technology Holdings | 0.01% | 62 | $5K | Add +3.3% |
| OXY Occidental Petroleum Corp. | 0.01% | 105 | $5K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 20 | $5K | Add +122.2% |
| FUTY Fidelity MSCI US Utilities | 0.01% | 100 | $5K | Add +400.0% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.01% | 50 | $5K | Reduce -89.5% |
| AMT American Tower Corp. | 0.01% | 23 | $5K | No change |
| LISTED FDS TR | 0.01% | 150 | $5K | Reduce -68.2% |
| LISTED FDS TR | 0.01% | 127 | $5K | Reduce -68.6% |
| TD Toronto-Dominion Bank | 0.01% | 82 | $5K | No change |
| FHLC Fidelity MSCI Health Care | 0.01% | 72 | $5K | New |
| LISTED FDS TR | 0.01% | 161 | $5K | Reduce -68.9% |
| LISTED FDS TR | 0.01% | 128 | $5K | Reduce -68.2% |
| OMC Omnicom Group | 0.01% | 58 | $5K | Add +5.5% |
| LISTED FDS TR | 0.01% | 147 | $5K | Reduce -69.1% |
| XLC SS Comm Select Sector SPDR | 0.01% | 50 | $5K | New |
| LISTED FDS TR | 0.01% | 120 | $5K | Reduce -68.8% |
| BDJ BlackRock Enhanced Eqty DVD | 0.01% | 559 | $5K | Reduce -11.1% |
| FVD First Trust Value Line DVD | 0.01% | 107 | $5K | Add +148.8% |
| KT KT Corp.-SP ADR | 0.01% | 268 | $5K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.00% | 61 | $5K | Add +177.3% |
| LAD Lithia Motors Inc. | 0.00% | 16 | $5K | No change |
| COF Capital One Financial Corp. | 0.00% | 26 | $5K | No change |
| AIZ Assurant Inc. | 0.00% | 22 | $5K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 60 | $5K | No change |
| MDB Mongodb Inc. | 0.00% | 26 | $5K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 192 | $4K | Reduce -94.2% |
| PGX Invesco Preferred ETF | 0.00% | 399 | $4K | Reduce -11.1% |
| URI United Rentals Inc. | 0.00% | 7 | $4K | No change |
| TGT Target Corp. | 0.00% | 41 | $4K | No change |
| SNY Sanofi-ADR | 0.00% | 77 | $4K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.00% | 44 | $4K | No change |
| SNN Smith & Nephew PLC -Spon ADR | 0.00% | 148 | $4K | No change |
| PAYX Paychex Inc. | 0.00% | 27 | $4K | Add +17.4% |
| MDT Medtronic PLC | 0.00% | 46 | $4K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 63 | $4K | No change |
| WSM Williams-Sonoma Inc. | 0.00% | 26 | $4K | No change |
| FRT Federal Realty Invs Trust | 0.00% | 42 | $4K | Reduce -22.2% |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.00% | 74 | $4K | Reduce -86.3% |
| SCHB Schwab US Broad Market ETF | 0.00% | 187 | $4K | Add +3.3% |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 8 | $4K | Reduce -20.0% |
| UPS United Parcel Service Class B | 0.00% | 36 | $4K | No change |
| RIGS Alps Strategic Income Fund | 0.00% | 170 | $4K | No change |
| DFAU Dimensional US Core Equity M | 0.00% | 102 | $4K | New |
| FMAT Fidelity MSCI Materials Indx | 0.00% | 78 | $4K | Add +310.5% |
| AI C3.AI Inc. Class A | 0.00% | 177 | $4K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 54 | $4K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 30 | $4K | Reduce -16.7% |
| MU Micron Technology Inc. | 0.00% | 42 | $4K | Add +100.0% |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | 0.00% | 129 | $4K | New |
| AA Alcoa Corp. | 0.00% | 119 | $4K | Reduce -50.2% |
| SSGA ACTIVE TR | 0.00% | 84 | $4K | No change |
| UMC United Microelectron-SP ADR | 0.00% | 504 | $4K | No change |
| ESI Element Solutions Inc. | 0.00% | 159 | $4K | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.00% | 39 | $4K | No change |
| BTI British American Tob-SP ADR | 0.00% | 85 | $4K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 74 | $4K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 95 | $3K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.00% | 12 | $3K | No change |
| XLE SS Energy Select Sector | 0.00% | 37 | $3K | New |
| TTE Totalenergies SE -Spon ADR | 0.00% | 53 | $3K | No change |
| E Eni SPA-Sponsored ADR | 0.00% | 109 | $3K | No change |
| TT Trane Technologies PLC | 0.00% | 10 | $3K | No change |
| ASX Ase Technology Holding -ADR | 0.00% | 374 | $3K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 19 | $3K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 32 | $3K | Reduce -13.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 30 | $3K | No change |
| XYZ Block Inc. | 0.00% | 60 | $3K | No change |
| DKS Dick's Sporting Goods Inc. | 0.00% | 16 | $3K | No change |
| ABEV Ambev SA-ADR | 0.00% | 1,378 | $3K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 13 | $3K | New |
| NTR Nutrien Ltd. | 0.00% | 64 | $3K | No change |
| TIMB Tim SA-ADR | 0.00% | 203 | $3K | No change |
| XLI SS Industrial Select Sector | 0.00% | 24 | $3K | Add +84.6% |
| ATR Aptargroup Inc. | 0.00% | 21 | $3K | Add +320.0% |
| ICVT iShares Convertible Bond ETF | 0.00% | 37 | $3K | No change |
| FISR SS Fi Sector Rotation | 0.00% | 119 | $3K | Reduce -75.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 38 | $3K | Reduce -36.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 19 | $3K | New |
| PFE Pfizer Inc. | 0.00% | 119 | $3K | Add +466.7% |
| SRE Sempra | 0.00% | 42 | $3K | Reduce -6.7% |
| IWM iShares Russell 2000 ETF | 0.00% | 15 | $3K | Reduce -6.3% |
| ROST Ross Stores Inc. | 0.00% | 23 | $3K | No change |
| WTS Watts Water Technologies-A | 0.00% | 14 | $3K | Add +366.7% |
| NI Nisource Inc. | 0.00% | 71 | $3K | Add +294.4% |
| FREL Fidelity MSCI RL Est Indx | 0.00% | 103 | $3K | Add +415.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 59 | $3K | No change |
| GM General Motors Co. | 0.00% | 58 | $3K | Reduce -39.0% |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 54 | $3K | No change |
| ETHE Grayscale Ethereum Staking E | 0.00% | 170 | $3K | Reduce -57.5% |
| CNR Core Natural Resources Inc. | 0.00% | 33 | $3K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 50 | $3K | Reduce -21.9% |
| EGP Eastgroup Properties Inc. | 0.00% | 14 | $2K | Add +600.0% |
| TFC Truist Financial Corp. | 0.00% | 57 | $2K | Add +62.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 230 | $2K | Add +2.7% |
| MOS The Mosaic Co. | 0.00% | 85 | $2K | No change |
| IFRA iShares US Infrastructure | 0.00% | 48 | $2K | Reduce -99.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.00% | 27 | $2K | New |
| QCOM Qualcomm Inc. | 0.00% | 14 | $2K | Add +40.0% |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 227 | $2K | Reduce -43.3% |
| EBAY eBay Inc. | 0.00% | 31 | $2K | Add +287.5% |
| GGG Graco Inc. | 0.00% | 25 | $2K | Add +257.1% |
| MGA Magna International Inc. | 0.00% | 61 | $2K | No change |
| VRSN Verisign Inc. | 0.00% | 8 | $2K | Add +14.3% |
| CCL Carnival Corp. | 0.00% | 100 | $2K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 23 | $2K | New |
| KIM Kimco Realty Corp. | 0.00% | 90 | $2K | New |
| KHC The Kraft Heinz Co. | 0.00% | 63 | $2K | Reduce -35.7% |
| VNQ Vanguard Real Estate ETF | 0.00% | 21 | $2K | New |
| HAL Halliburton Co. | 0.00% | 74 | $2K | Reduce -22.1% |
| R Ryder System Inc. | 0.00% | 13 | $2K | Add +550.0% |
| MRNA Moderna Inc. | 0.00% | 65 | $2K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 36 | $2K | Reduce -34.5% |
| NOK Nokia Corp.-Spon ADR | 0.00% | 347 | $2K | Reduce -49.5% |
| USB US Bancorp | 0.00% | 43 | $2K | Add +22.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 7 | $2K | New |
| STLA Stellantis NV | 0.00% | 157 | $2K | Reduce -48.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 18 | $2K | New |
| AIQ Global X Art Intel & Tech | 0.00% | 48 | $2K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 42 | $2K | Add +90.9% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 28 | $2K | Add +64.7% |
| HDV iShares Core High Dividend E | 0.00% | 14 | $2K | New |
| EIX Edison International | 0.00% | 28 | $2K | Reduce -69.9% |
| XLB SS Materials Select Sector | 0.00% | 19 | $2K | New |
| XLRE SS Real Estate Select Sector | 0.00% | 39 | $2K | New |
| EMBJ Embraer SA-Spon ADR | 0.00% | 35 | $2K | New |
| EVR Evercore Inc. Class A | 0.00% | 8 | $2K | Add +300.0% |
| BALL Ball Corp. | 0.00% | 30 | $2K | New |
| KMB Kimberly-Clark Corp. | 0.00% | 11 | $2K | Add +175.0% |
| TEL Te Connectivity PLC | 0.00% | 11 | $2K | Reduce -31.3% |
| MAS Masco Corp. | 0.00% | 22 | $2K | New |
| CMS CMS Energy Corp. | 0.00% | 20 | $2K | Add +25.0% |
| PLUG Plug Power Inc. | 0.00% | 1,083 | $1K | Reduce -17.5% |
| WMB Williams Cos Inc. | 0.00% | 24 | $1K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 20 | $1K | No change |
| AVIG Avantis Core Fixed Income | 0.00% | 34 | $1K | No change |
| NEM Newmont Corp. | 0.00% | 29 | $1K | Add +314.3% |
| IP International Paper Co. | 0.00% | 26 | $1K | Add +136.4% |
| PKG Packaging Corp. of America | 0.00% | 7 | $1K | No change |
| L Loews Corp. | 0.00% | 15 | $1K | Reduce -28.6% |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 16 | $1K | Reduce -36.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.00% | 53 | $1K | Reduce -71.2% |
| CME Cme Group Inc. | 0.00% | 5 | $1K | No change |
| FISV Fiserv Inc. | 0.00% | 6 | $1K | Reduce -14.3% |
| GOVT iShares US Treasury Bond ETF | 0.00% | 57 | $1K | No change |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 45 | $1K | No change |
| SKOR NT Crdscr US Corp. BD ETF | 0.00% | 27 | $1K | No change |
| ATI Ati Inc. | 0.00% | 25 | $1K | No change |
| FDMO Fidelity Momentum Factor ETF | 0.00% | 20 | $1K | No change |
| VNLA Janus Henderson Short Durati | 0.00% | 26 | $1K | New |
| WAB Wabtec Corp. | 0.00% | 7 | $1K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 12 | $1K | New |
| GEHC GE Healthcare Technology | 0.00% | 15 | $1K | No change |
| EMR Emerson Electric Co. | 0.00% | 11 | $1K | Add +22.2% |
| ILTB iShares Core 10+ Year Usd Bo | 0.00% | 24 | $1K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 58 | $1K | No change |
| COR Cencora Inc. | 0.00% | 4 | $1K | Reduce -33.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 31 | $1K | Add +1450.0% |
| GDDY GoDaddy Inc. Class A | 0.00% | 6 | $1K | Reduce -64.7% |
| GJUL FT Vest US Equity Moderate B | 0.00% | 30 | $1K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 6 | $1K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 3 | $1K | New |
| WSO Watsco Inc. | 0.00% | 2 | $1K | Add +100.0% |
| ECL Ecolab Inc. | 0.00% | 4 | $1K | No change |
| EXC Exelon Corp. | 0.00% | 22 | $1K | Reduce -58.5% |
| GLW Corning Inc. | 0.00% | 22 | $1K | Add +37.5% |
| DFAI Dimensional International Co. | 0.00% | 32 | $999 | New |
| ZION Zions Bancorp NA | 0.00% | 20 | $997 | New |
| ED Consolidated Edison Inc. | 0.00% | 9 | $995 | New |
| DON Wisdomtree US Midcap Dividen | 0.00% | 20 | $990 | Reduce -53.5% |
| CI The Cigna Group | 0.00% | 3 | $987 | No change |
| FMC FMC Corp. | 0.00% | 23 | $970 | Add +283.3% |
| DUHP Dimensional US High Profi Et | 0.00% | 29 | $961 | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 8 | $947 | New |
| BXP BXP Inc. | 0.00% | 14 | $941 | Add +55.6% |
| MCO Moody's Corp. | 0.00% | 2 | $931 | No change |
| ANET Arista Networks Inc. | 0.00% | 12 | $930 | Reduce -25.0% |
| DFAT Dimensional US Target Value | 0.00% | 18 | $927 | New |
| PEG Public Service Enterprise GP | 0.00% | 11 | $905 | Add +83.3% |
| PFEB Innovator U.S. Equity Power | 0.00% | 25 | $896 | New |
| PRU Prudential Financial Inc. | 0.00% | 8 | $893 | Reduce -33.3% |
| IQV Iqvia Holdings Inc. | 0.00% | 5 | $882 | Reduce -37.5% |
| MNST Monster Beverage Corp. | 0.00% | 15 | $878 | Add +400.0% |
| NTAP Netapp Inc. | 0.00% | 10 | $878 | Reduce -37.5% |
| PCAR Paccar Inc. | 0.00% | 9 | $876 | Reduce -62.5% |
| SPEM State Street SP PTF Em ETF | 0.00% | 22 | $866 | Reduce -56.9% |
| DDD 3D Systems Corp. filed as 3-D SYS CORP DEL | 0.00% | 405 | $859 | Add +3.9% |
| FDLO Fidelity Low Volat Fact ETF | 0.00% | 14 | $849 | No change |
| FOX Fox Corp. Class B | 0.00% | 16 | $843 | Add +6.7% |
| JSI JH Securitized Income ETF | 0.00% | 16 | $838 | New |
| FQAL Fidelity Quality Factor ETF | 0.00% | 13 | $834 | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 10 | $830 | Reduce -37.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 15 | $821 | No change |
| CFG Citizens Financial Group | 0.00% | 20 | $819 | Add +66.7% |
| EQIX Equinix Inc. | 0.00% | 1 | $815 | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 22 | $801 | Add +175.0% |
| AON Aon PLC Class A | 0.00% | 2 | $798 | No change |
| TRV The Travelers Cos Inc. | 0.00% | 3 | $793 | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 7 | $792 | No change |
| FSMD Fidelity Small-Mid Multifact | 0.00% | 20 | $783 | No change |
| AEP American Electric Power | 0.00% | 7 | $765 | Add +133.3% |
| NRG NRG Energy Inc. | 0.00% | 8 | $764 | Reduce -61.9% |
| PWR Quanta Services Inc. | 0.00% | 3 | $763 | Add +50.0% |
| XLSR SS US Sector Rotation | 0.00% | 15 | $762 | Reduce -59.5% |
| FSLR First Solar Inc. | 0.00% | 6 | $759 | No change |
| CL Colgate-Palmolive Co. | 0.00% | 8 | $750 | Reduce -20.0% |
| ES Eversource Energy | 0.00% | 12 | $745 | Reduce -36.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 2 | $742 | Reduce -95.2% |
| D Dominion Energy Inc. | 0.00% | 13 | $729 | Add +62.5% |
| BR Broadridge Financial Solutio | 0.00% | 3 | $727 | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 9 | $720 | Reduce -10.0% |
| RF Regions Financial Corp. | 0.00% | 33 | $717 | Add +65.0% |
| BWA Borgwarner Inc. | 0.00% | 25 | $716 | Reduce -24.2% |
| FVAL Fidelity Value Factor ETF | 0.00% | 12 | $715 | No change |
| NSC Norfolk Southern Corp. | 0.00% | 3 | $711 | No change |
| LNT Alliant Energy Corp. | 0.00% | 11 | $708 | Add +83.3% |
| XEL Xcel Energy Inc. | 0.00% | 10 | $708 | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 2 | $705 | No change |
| LOW Lowe's Cos Inc. | 0.00% | 3 | $700 | New |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 9 | $698 | Add +50.0% |
| KKR KKR & Co. Inc. | 0.00% | 6 | $694 | New |
| PLL Piedmont Lithium Inc. | 0.00% | 109 | $687 | Add +53.5% |
| CRSP Crispr Therapeutics AG | 0.00% | 20 | $681 | No change |
| KLAC KLA Corp. | 0.00% | 1 | $680 | No change |
| CBOE Cboe Global Markets Inc. | 0.00% | 3 | $679 | No change |
| VSLU Applied Finance Valuat ETF | 0.00% | 19 | $665 | New |
| SPG Simon Property Group Inc. | 0.00% | 4 | $664 | No change |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.00% | 66 | $659 | Reduce -12.0% |
| GIS General Mills Inc. | 0.00% | 11 | $658 | Reduce -8.3% |
| WEC WEC Energy Group Inc. | 0.00% | 6 | $654 | Add +50.0% |
| KDP Keurig Dr Pepper Inc. | 0.00% | 19 | $650 | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 24 | $645 | Reduce -75.3% |
| OGE Oge Energy Corp. | 0.00% | 14 | $643 | Add +27.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 7 | $643 | No change |
| DELL Dell Technologies -C | 0.00% | 7 | $638 | New |
| REGN Regeneron Pharmaceuticals | 0.00% | 1 | $634 | No change |
| DRI Darden Restaurants Inc. | 0.00% | 3 | $623 | New |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.00% | 21 | $616 | Add +10.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.00% | 25 | $612 | Add +4.2% |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.00% | 22 | $610 | Reduce -35.3% |
| AIG American International Group | 0.00% | 7 | $609 | Reduce -30.0% |
| ABNB Airbnb Inc. Class A | 0.00% | 5 | $597 | Add +25.0% |
| GPN Global Payments Inc. | 0.00% | 6 | $588 | Reduce -99.8% |
| FNF Fidelity National Financial | 0.00% | 9 | $586 | Add +80.0% |
| K Kellanova | 0.00% | 7 | $577 | Reduce -22.2% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.00% | 12 | $573 | New |
| DLR Digital Realty Trust Inc. | 0.00% | 4 | $573 | Add +100.0% |
| IPG Interpublic Group of Cos Inc. | 0.00% | 21 | $570 | Add +61.5% |
| CAG Conagra Brands Inc. | 0.00% | 21 | $560 | Add +75.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.00% | 6 | $555 | Reduce -70.0% |
| DTE DTE Energy Company | 0.00% | 4 | $553 | Add +100.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 12 | $552 | New |
| CHD Church & Dwight Co. Inc. | 0.00% | 5 | $550 | Reduce -28.6% |
| NBIS Nebius Group NV | 0.00% | 26 | $549 | Reduce -36.6% |
| WOLF Wolfspeed Inc. | 0.00% | 179 | $548 | Reduce -66.2% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.00% | 11 | $540 | New |
| VTRS Viatris Inc. | 0.00% | 62 | $540 | No change |
| STT State Street Corp. | 0.00% | 6 | $537 | New |
| LYV Live Nation Entertainment Inc. | 0.00% | 4 | $522 | New |
| IVZ Invesco Ltd. | 0.00% | 34 | $516 | Add +79.0% |
| ETR Entergy Corp. | 0.00% | 6 | $513 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 81 | $512 | No change |
| CARR Carrier Global Corp. | 0.00% | 8 | $507 | No change |
| PFG Principal Financial Group | 0.00% | 6 | $506 | Add +100.0% |
| BEN Franklin Templeton Inc. | 0.00% | 26 | $501 | Add +73.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 12 | $494 | Reduce -53.9% |
| NTRS Northern Trust Corp. | 0.00% | 5 | $493 | Reduce -16.7% |
| LYB Lyondellbasell Indu Class A | 0.00% | 7 | $493 | Reduce -70.8% |
| JBBB Janus Henderson B-BBB Clo Et | 0.00% | 10 | $487 | New |
| FE Firstenergy Corp. | 0.00% | 12 | $485 | Add +33.3% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.00% | 20 | $483 | Reduce -62.3% |
| JCI Johnson Controls Internation | 0.00% | 6 | $481 | New |
| CMA Comerica Inc. | 0.00% | 8 | $472 | Reduce -27.3% |
| GATX Gatx Corp. | 0.00% | 3 | $466 | Reduce -40.0% |
| NWS News Corp. Class B | 0.00% | 15 | $456 | Reduce -21.1% |
| BBY Best Buy Co. Inc. | 0.00% | 6 | $442 | Add +100.0% |
| IIPR Innovative Industrial Proper | 0.00% | 8 | $433 | No change |
| SPLB SS SPDR P Long Term C ETF | 0.00% | 19 | $429 | New |
| SON Sonoco Products Co. | 0.00% | 9 | $425 | Add +12.5% |
| HPQ HP Inc. | 0.00% | 15 | $415 | Reduce -78.9% |
| XLK SS Technology Select Sector | 0.00% | 2 | $413 | No change |
| SW Smurfit Westrock PLC | 0.00% | 9 | $406 | New |
| AES AES Corp. | 0.00% | 32 | $397 | New |
| CMBS iShares CMBS ETF | 0.00% | 8 | $384 | No change |
| SMAX iShares L Cap MB Sep ETF | 0.00% | 15 | $376 | Reduce -98.2% |
| SNDX Syndax Pharmaceuticals Inc. | 0.00% | 30 | $369 | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 4 | $367 | Reduce -83.3% |
| SIRI Sirius XM Holdings Inc. | 0.00% | 16 | $361 | No change |
| WHR Whirlpool Corp. | 0.00% | 4 | $361 | Add +100.0% |
| DFIV Dimensional International Va | 0.00% | 9 | $354 | Reduce -87.8% |
| SPEU State Street SPDR Portfolio | 0.00% | 8 | $352 | New |
| AVUV Avantis US Small Cap Value | 0.00% | 4 | $349 | Reduce -42.9% |
| DFAE Dimensional Emerging Core Eq | 0.00% | 13 | $337 | New |
| SNA Snap-on Inc. | 0.00% | 1 | $337 | New |
| ILPT Industrial Logistics Propert | 0.00% | 97 | $334 | No change |
| CLOX Eldridge Aaa Clo ETF | 0.00% | 13 | $332 | No change |
| DFEV Dimensional Emrg MRKT Val | 0.00% | 12 | $325 | New |
| DIHP Dimensional International Hi | 0.00% | 12 | $323 | New |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.00% | 10 | $321 | New |
| ETH Grayscale Ethereum Staking M | 0.00% | 17 | $293 | Reduce -54.0% |
| TPH Tri Pointe Homes Inc. | 0.00% | 9 | $287 | Reduce -25.0% |
| JNK SS SPDR BB High Yield Bond | 0.00% | 3 | $286 | Reduce -93.2% |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 25 | $279 | Add +92.3% |
| MJ Amplify Alternat Harvest ETF | 0.00% | 14 | $273 | Reduce -7.5% |
| VIR Vir Biotechnology Inc. | 0.00% | 41 | $266 | No change |
| CX Cemex Sab-Spons ADR Part Cer | 0.00% | 47 | $264 | No change |
| EMLC Vaneck JPM Em Local Curr BND | 0.00% | 11 | $262 | Reduce -84.9% |
| SEASTAR MEDICAL HOLDING CORP | 0.00% | 144 | $239 | No change |
| A Agilent Technologies Inc. | 0.00% | 2 | $234 | Reduce -75.0% |
| UGI Ugi Corp. | 0.00% | 7 | $231 | Reduce -41.7% |
| SEIX Virtus Seix Senior Loan ETF | 0.00% | 9 | $212 | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 4 | $205 | Reduce -63.6% |
| CRDT Simplify Opportunistic Inc. | 0.00% | 8 | $204 | New |
| JAAA Janus Henderson Aaa Clo ETF | 0.00% | 4 | $203 | New |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.00% | 4 | $202 | Reduce -33.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 6 | $199 | Reduce -84.6% |
| IOVA Iovance Biotherapeutics Inc. | 0.00% | 55 | $183 | Add +10.0% |
| IAU iShares Gold Trust | 0.00% | 3 | $177 | Add +200.0% |
| JANT Allianzim US Eq BFFR10 JN-US | 0.00% | 5 | $176 | No change |
| LISTED FDS TR | 0.00% | 6 | $174 | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 1 | $173 | Reduce -85.7% |
| DFAR Dimensional US Real Est ETF | 0.00% | 7 | $166 | New |
| WAL Western Alliance Bancorp | 0.00% | 2 | $154 | No change |
| FLDR Fidelity Low Durat Fact ETF | 0.00% | 3 | $150 | No change |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.00% | 3 | $149 | New |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.00% | 2 | $143 | Reduce -99.4% |
| SPHY SS SPDR P High Yield ETF | 0.00% | 6 | $141 | Reduce -98.5% |
| NKE Nike Inc. Class B | 0.00% | 2 | $127 | Reduce -88.2% |
| DOW Dow Inc. | 0.00% | 3 | $105 | No change |
| TLH iShares 10-20 Year Treasury | 0.00% | 1 | $104 | New |
| TDC Teradata Corp. | 0.00% | 4 | $90 | No change |
| ONL Orion Properties Inc. | 0.00% | 41 | $88 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 2 | $63 | No change |
| NIO Nio Inc. - ADR | 0.00% | 16 | $61 | Reduce -75.8% |
| VGSH Vanguard Short-Term Treasury | 0.00% | 1 | $59 | Reduce -96.0% |
| RMR RMR Group Inc./the - A | 0.00% | 3 | $50 | No change |
| OGN Organon & Co. | 0.00% | 3 | $48 | No change |
| PTEN Patterson-Uti Energy Inc. | 0.00% | 5 | $43 | Reduce -99.1% |
| VYX NCR Voyix Corp. | 0.00% | 4 | $39 | No change |
| NATL NCR Atleos Corp. | 0.00% | 1 | $26 | No change |
| OPITQ Office Properties Income Tru | 0.00% | 50 | $23 | No change |
| CGC Canopy Growth Corp. | 0.00% | 18 | $16 | Reduce -25.0% |
| SPCE Virgin Galactic Holdings Inc. | 0.00% | 5 | $15 | No change |
| WKHS Workhorse Group Inc. | 0.00% | 1 | $2 | New |