| SPYV SS SPDR P S&P 500 Value ETF | 10.57% | 361,151 | $18.5M | Add +2.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 10.33% | 205,257 | $18.0M | Add +0.3% |
| DFUS Dimensional US Eq MKT ETF | 9.66% | 264,822 | $16.9M | Add +1.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 5.19% | 103,945 | $9.1M | Add +3.0% |
| IDEV iShares Core MSCI Dev MKTS | 5.05% | 136,768 | $8.8M | Add +6.7% |
| DFAS Dimensional US Small Cap ETF | 4.30% | 115,523 | $7.5M | Add +2.0% |
| MINO PIMCO Municipal Income Oppor | 4.06% | 157,280 | $7.1M | Add +1.2% |
| DFUV Dimensional US Marketwide Va | 3.55% | 151,603 | $6.2M | Add +0.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 2.91% | 101,974 | $5.1M | Add +2.1% |
| BOND PIMCO Active Bond Exchange-T | 2.86% | 55,301 | $5.0M | Add +6.0% |
| IYR iShares US Real Estate ETF | 2.73% | 51,276 | $4.8M | Reduce -1.1% |
| PYLD PIMCO Multisector Bond Actv | 2.59% | 174,274 | $4.5M | Add +7.3% |
| LDUR PIMCO Enhanced Low Duration | 2.49% | 45,766 | $4.3M | Add +6.8% |
| IEMG iShares Core MSCI Emerging | 2.22% | 74,256 | $3.9M | Add +6.2% |
| MUNI PIMCO Intermediate Municipal | 2.18% | 73,660 | $3.8M | Reduce -0.2% |
| GWX State Street SPDR S&P Intern | 2.15% | 120,946 | $3.7M | Reduce -1.6% |
| AAPL Apple Inc. | 1.85% | 12,904 | $3.2M | Reduce -2.9% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.75% | 33,838 | $3.1M | Add +0.7% |
| DFAR Dimensional US Real Est ETF | 1.58% | 118,918 | $2.8M | Add +4.0% |
| EWX State Street SPDR S&P Emergi | 1.20% | 35,677 | $2.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.19% | 4,936 | $2.1M | Reduce -0.8% |
| USRT iShares Core US REIT ETF | 1.08% | 32,918 | $1.9M | Reduce -0.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.02% | 32,544 | $1.8M | Add +121.4% |
| DFAT Dimensional US Target Value | 0.90% | 28,321 | $1.6M | Reduce -0.8% |
| DFAI Dimensional International Co. | 0.81% | 48,196 | $1.4M | Add +1.9% |
| LLY Eli Lilly & Co. | 0.65% | 1,476 | $1.1M | Reduce -7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 2,483 | $1.1M | Reduce -1.9% |
| DISV Dimensional International SM | 0.50% | 32,670 | $868K | Add +0.7% |
| DFAC Dimensional US Core Equity 2 | 0.49% | 24,672 | $853K | Reduce -1.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.46% | 11,923 | $799K | No change |
| AMZN Amazon.com Inc. | 0.42% | 3,367 | $739K | Reduce -14.8% |
| DFAE Dimensional Emerging Core Eq | 0.40% | 27,779 | $705K | Reduce -0.9% |
| DFSV Dimensional US Small Cap Val | 0.35% | 20,131 | $620K | Add +2.5% |
| NVDA Nvidia Corp. | 0.34% | 4,457 | $599K | Add +2.3% |
| WPC WP Carey Inc. | 0.31% | 9,787 | $533K | Add +0.9% |
| CAT Caterpillar Inc. | 0.30% | 1,433 | $520K | Add +0.1% |
| UNP Union Pacific Corp. | 0.29% | 2,212 | $504K | No change |
| LECO Lincoln Electric Holdings | 0.26% | 2,398 | $450K | Add +0.4% |
| ENB Enbridge Inc. | 0.24% | 9,800 | $416K | Reduce -8.3% |
| WMT Walmart Inc. | 0.23% | 4,538 | $410K | Reduce -0.8% |
| FMBH First Mid Bancshares Inc. | 0.21% | 9,950 | $366K | Add +0.2% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 3,404 | $342K | Add +2.3% |
| BLK BlackRock Inc. | 0.19% | 321 | $330K | New |
| EAT Brinker International Inc. | 0.19% | 2,484 | $329K | No change |
| MRC MRC Global Inc. | 0.19% | 25,610 | $327K | New |
| EMR Emerson Electric Co. | 0.18% | 2,586 | $321K | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.18% | 1,282 | $307K | Reduce -16.5% |
| CNI Canadian Natl Railway Co. | 0.18% | 3,017 | $306K | No change |
| IVT Inventrust Properties Corp. | 0.17% | 9,982 | $301K | Add +0.5% |
| WFC Wells Fargo & Co. | 0.17% | 4,230 | $297K | Reduce -15.2% |
| PFE Pfizer Inc. | 0.16% | 10,563 | $280K | Reduce -1.6% |
| LAMR Lamar Advertising Co. Class A | 0.16% | 2,269 | $276K | Reduce -15.2% |
| XOM Exxon Mobil Corp. | 0.15% | 2,499 | $269K | Reduce -12.3% |
| IVV iShares Core S&P 500 ETF | 0.15% | 440 | $259K | Reduce -0.2% |
| ARKK ARK Innovation ETF | 0.15% | 4,518 | $257K | Reduce -4.4% |
| ETR Entergy Corp. | 0.15% | 3,353 | $254K | Reduce -9.8% |
| KO The Coca-Cola Co. | 0.14% | 4,065 | $253K | Reduce -6.0% |
| TSLA Tesla Inc. | 0.14% | 609 | $246K | Reduce -3.8% |
| ITW Illinois Tool Works | 0.13% | 890 | $226K | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 377 | $221K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.12% | 5,441 | $218K | Reduce -4.3% |
| DUK Duke Energy Corp. | 0.12% | 2,015 | $217K | Reduce -10.7% |
| APD Air Products & Chemicals Inc. | 0.12% | 699 | $203K | Reduce -10.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.11% | 5,653 | $199K | Add +0.5% |
| UPS United Parcel Service Class B | 0.11% | 1,558 | $196K | Add +44.7% |
| EIX Edison International | 0.11% | 2,454 | $196K | Reduce -17.3% |
| NEE Nextera Energy Inc. | 0.11% | 2,718 | $195K | Reduce -17.8% |
| AMGN Amgen Inc. | 0.10% | 700 | $182K | Reduce -8.6% |
| MDT Medtronic PLC | 0.10% | 2,236 | $179K | Reduce -8.0% |
| CMCSA Comcast Corp. Class A | 0.10% | 4,680 | $176K | Reduce -7.9% |
| GOOG Alphabet Inc. Class C | 0.10% | 902 | $172K | Add +0.1% |
| AOR iShares Core 60/40 Balanced | 0.10% | 2,972 | $170K | Reduce -0.6% |
| FIS Fidelity National Info Serv | 0.09% | 2,037 | $165K | Reduce -17.0% |
| MCD McDonald's Corp. | 0.09% | 556 | $161K | Add +0.2% |
| BA The Boeing Co. | 0.09% | 892 | $158K | Add +176.2% |
| TFC Truist Financial Corp. | 0.09% | 3,637 | $158K | Reduce -11.2% |
| OMC Omnicom Group | 0.09% | 1,801 | $155K | Reduce -15.8% |
| WEC WEC Energy Group Inc. | 0.09% | 1,646 | $155K | Add +31.3% |
| SF Stifel Financial Corp. | 0.08% | 1,393 | $148K | Add +0.4% |
| PSX Phillips 66 | 0.08% | 1,282 | $146K | Add +0.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.08% | 500 | $142K | Add +0.2% |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.08% | 1,233 | $141K | No change |
| RY Royal Bank of Canada | 0.08% | 1,164 | $140K | No change |
| IWF iShares Russell 1000 Growth | 0.07% | 323 | $130K | No change |
| CMP Compass Minerals Internation | 0.07% | 11,451 | $129K | Reduce -3.0% |
| ABT Abbott Laboratories | 0.07% | 1,134 | $128K | Add +0.2% |
| GSK GSK PLC-Spon ADR | 0.07% | 3,717 | $126K | Reduce -7.2% |
| WMB Williams Cos Inc. | 0.07% | 2,293 | $124K | Reduce -58.3% |
| BDX Becton Dickinson and Co. | 0.07% | 545 | $124K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 2,813 | $124K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.07% | 737 | $124K | Reduce -15.4% |
| PM Philip Morris International | 0.07% | 1,009 | $121K | Reduce -15.1% |
| AOA iShares Core 80/20 Aggressiv | 0.07% | 1,564 | $120K | Reduce -10.7% |
| BRBR Bellring Brands Inc. | 0.07% | 1,561 | $118K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.07% | 1,543 | $117K | Add +0.3% |
| JNJ Johnson & Johnson | 0.07% | 811 | $117K | Reduce -37.2% |
| LOW Lowe's Cos Inc. | 0.07% | 460 | $114K | Add +0.2% |
| SYK Stryker Corp. | 0.06% | 314 | $113K | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 985 | $110K | Add +17.7% |
| AEE Ameren Corporation | 0.06% | 1,224 | $109K | Reduce -24.2% |
| MO Altria Group Inc. | 0.06% | 2,081 | $109K | Reduce -15.1% |
| SBUX Starbucks Corp. | 0.06% | 1,086 | $99K | Reduce -10.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 500 | $99K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.06% | 35,394 | $96K | Reduce -15.3% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 917 | $93K | Add +121.5% |
| PEP Pepsico Inc. | 0.05% | 609 | $93K | No change |
| PAGP Plains GP Holdings LP | 0.05% | 4,967 | $91K | Reduce -7.1% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 1,556 | $88K | No change |
| GPC Genuine Parts Co. | 0.05% | 745 | $87K | Reduce -15.3% |
| USB US Bancorp | 0.05% | 1,776 | $85K | Add +5.1% |
| RTX RTX Corp. | 0.05% | 712 | $82K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.05% | 150 | $81K | Add +0.7% |
| AMD Advanced Micro Devices | 0.05% | 669 | $81K | No change |
| CVX Chevron Corp. | 0.05% | 557 | $81K | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 970 | $73K | Reduce -16.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.04% | 2,903 | $72K | Add +0.2% |
| TGT Target Corp. | 0.04% | 519 | $70K | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.04% | 357 | $68K | Add +119.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.04% | 1,905 | $65K | Add +171.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 922 | $65K | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.04% | 266 | $62K | No change |
| HD Home Depot Inc. | 0.04% | 158 | $62K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 568 | $62K | Add +48.3% |
| CSX CSX Corp. | 0.03% | 1,833 | $59K | Add +0.1% |
| HII Huntington Ingalls Industrie | 0.03% | 312 | $59K | Add +15.1% |
| AFL Aflac Inc. | 0.03% | 551 | $57K | Add +0.6% |
| CARR Carrier Global Corp. | 0.03% | 834 | $57K | No change |
| QLD Proshares Ultra QQQ | 0.03% | 480 | $52K | No change |
| EEM iShares MSCI Emerging Market | 0.03% | 1,221 | $51K | Add +40.0% |
| INTC Intel Corp. | 0.03% | 2,508 | $50K | No change |
| DG Dollar General Corp. | 0.03% | 630 | $48K | Add +0.6% |
| VST Vistra Corp. | 0.03% | 346 | $48K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 276 | $47K | No change |
| AGG iShares Core U.S. Aggregate | 0.03% | 470 | $46K | Add +0.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.03% | 820 | $45K | Add +1.9% |
| GSLC Goldman Activebeta US LC ETF | 0.03% | 390 | $45K | Reduce -8.9% |
| ADP Automatic Data Processing | 0.03% | 152 | $45K | Add +0.7% |
| ADI Analog Devices Inc. | 0.03% | 210 | $45K | Add +0.5% |
| V Visa Inc. Class A | 0.02% | 134 | $43K | No change |
| URI United Rentals Inc. | 0.02% | 60 | $42K | New |
| NXPI NXP Semiconductors NV | 0.02% | 192 | $40K | No change |
| LIN Linde PLC | 0.02% | 93 | $39K | Add +1.1% |
| BUSE First Busey Corp. | 0.02% | 1,641 | $39K | No change |
| BX Blackstone Inc. | 0.02% | 222 | $38K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 92 | $38K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 73 | $37K | Reduce -7.6% |
| ENR Energizer Holdings Inc. | 0.02% | 1,054 | $37K | Add +0.3% |
| NOBL Proshares S&P 500 Dividend A | 0.02% | 368 | $37K | Add +1.1% |
| OTIS Otis Worldwide Corp. | 0.02% | 395 | $37K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 72 | $37K | Add +1.4% |
| COST Costco Wholesale Corp. | 0.02% | 39 | $36K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 261 | $35K | Add +105.5% |
| CMI Cummins Inc. | 0.02% | 101 | $35K | No change |
| ACN Accenture PLC Class A | 0.02% | 100 | $35K | No change |
| GOOGL Alphabet Inc. Class A | 0.02% | 184 | $35K | No change |
| IJH iShares Core S&P Midcap ETF | 0.02% | 539 | $34K | Add +783.6% |
| T AT&T Inc. | 0.02% | 1,451 | $33K | Add +0.5% |
| SOLV Solventum Corp. | 0.02% | 497 | $33K | Reduce -1.2% |
| MPC Marathon Petroleum Corp. | 0.02% | 234 | $33K | Add +0.4% |
| PAYX Paychex Inc. | 0.02% | 232 | $33K | Add +0.4% |
| CB Chubb Ltd. | 0.02% | 118 | $33K | Add +0.8% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 247 | $32K | No change |
| VRT Vertiv Holdings Co. Class A | 0.02% | 276 | $31K | No change |
| GD General Dynamics Corp. | 0.02% | 116 | $31K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 51 | $30K | Reduce -28.2% |
| FDS Factset Research Systems Inc. | 0.02% | 60 | $29K | No change |
| CCO Clear Channel Outdoor Holdin | 0.02% | 21,363 | $29K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 27 | $29K | No change |
| ZM Zoom Communications Inc. | 0.02% | 355 | $29K | No change |
| XLV SS Health Care Select Sector | 0.02% | 208 | $29K | No change |
| CLX Clorox Company | 0.02% | 171 | $28K | Add +0.6% |
| XLF SS Financial Select Sector | 0.02% | 574 | $28K | No change |
| RJF Raymond James Financial Inc. | 0.02% | 174 | $27K | No change |
| NSC Norfolk Southern Corp. | 0.02% | 114 | $27K | Add +0.9% |
| CI The Cigna Group | 0.01% | 93 | $26K | No change |
| C Citigroup Inc. | 0.01% | 364 | $26K | Add +0.3% |
| COP Conocophillips | 0.01% | 256 | $25K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 292 | $25K | Reduce -24.0% |
| HUM Humana Inc. | 0.01% | 98 | $25K | Add +8.9% |
| XLY SS Consumer Disc Select Sect | 0.01% | 110 | $25K | No change |
| LHX L3HARRIS Technologies Inc. | 0.01% | 116 | $24K | Add +0.9% |
| MUB iShares National Muni Bond E | 0.01% | 226 | $24K | Reduce -72.6% |
| AVUV Avantis US Small Cap Value | 0.01% | 247 | $24K | No change |
| DELL Dell Technologies -C | 0.01% | 203 | $23K | No change |
| CGCP Cap Group Core Plus Income | 0.01% | 1,049 | $23K | No change |
| HBI Hanesbrands Inc. | 0.01% | 2,856 | $23K | Reduce -36.5% |
| ABBV Abbvie Inc. | 0.01% | 130 | $23K | Add +0.8% |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 178 | $23K | No change |
| DOCU Docusign Inc. | 0.01% | 242 | $22K | Reduce -5.1% |
| DD Dupont DE Nemours Inc. | 0.01% | 283 | $22K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 359 | $21K | No change |
| TSCO Tractor Supply Company | 0.01% | 403 | $21K | Add +0.8% |
| CAVA Cava Group Inc. | 0.01% | 188 | $21K | No change |
| FIX Comfort Systems USA Inc. | 0.01% | 50 | $21K | No change |
| LUV Southwest Airlines Co. | 0.01% | 627 | $21K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 105 | $21K | No change |
| XLC SS Comm Select Sector SPDR | 0.01% | 211 | $20K | No change |
| ECL Ecolab Inc. | 0.01% | 87 | $20K | No change |
| KHC The Kraft Heinz Co. | 0.01% | 629 | $19K | No change |
| IGE iShares North American Natur | 0.01% | 448 | $19K | New |
| DKS Dick's Sporting Goods Inc. | 0.01% | 82 | $19K | No change |
| AIPI Rex AI Equity Prem Inc. ETF | 0.01% | 383 | $19K | New |
| RBLX Roblox Corp. Class A | 0.01% | 317 | $18K | Reduce -5.9% |
| IWD iShares Russell 1000 Value E | 0.01% | 98 | $18K | Add +1.0% |
| BITB Bitwise Bitcoin ETF | 0.01% | 352 | $18K | New |
| SNOW Snowflake Inc. | 0.01% | 115 | $18K | No change |
| XLI SS Industrial Select Sector | 0.01% | 134 | $18K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.01% | 418 | $17K | Add +0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 103 | $17K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 143 | $17K | Reduce -7.1% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.01% | 552 | $16K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.01% | 53 | $15K | Reduce -47.0% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.01% | 303 | $15K | No change |
| HON Honeywell International Inc. | 0.01% | 66 | $15K | No change |
| GLD SPDR Gold Shares | 0.01% | 62 | $15K | No change |
| TXN Texas Instruments Inc. | 0.01% | 78 | $15K | No change |
| ABNB Airbnb Inc. Class A | 0.01% | 112 | $15K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 57 | $14K | No change |
| CRSP Crispr Therapeutics AG | 0.01% | 368 | $14K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 218 | $14K | No change |
| AXP American Express Co. | 0.01% | 47 | $14K | No change |
| GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED | 0.01% | 1,000 | $14K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 131 | $14K | Add +1.6% |
| COOP Mr Cooper Group Inc. | 0.01% | 146 | $14K | Add +14.1% |
| EXAS Exact Sciences Corp. | 0.01% | 246 | $14K | No change |
| TRV The Travelers Cos Inc. | 0.01% | 56 | $14K | No change |
| SOFI Sofi Technologies Inc. | 0.01% | 868 | $13K | Add +131.5% |
| CRL Charles River Laboratories | 0.01% | 71 | $13K | No change |
| UBER Uber Technologies Inc. | 0.01% | 216 | $13K | No change |
| YUM Yum! Brands Inc. | 0.01% | 97 | $13K | No change |
| ANDE The Andersons Inc. | 0.01% | 317 | $13K | No change |
| JCI Johnson Controls Internation | 0.01% | 161 | $13K | No change |
| MET Metlife Inc. | 0.01% | 154 | $13K | Add +0.7% |
| MA Mastercard Inc. Class A | 0.01% | 23 | $12K | No change |
| ROKU Roku Inc. | 0.01% | 168 | $12K | Reduce -34.6% |
| ETHE Grayscale Ethereum Staking E | 0.01% | 421 | $12K | Reduce -10.6% |
| PRLB Proto Labs Inc. | 0.01% | 299 | $12K | No change |
| PPH Vaneck Pharmaceutical ETF | 0.01% | 133 | $12K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 1,161 | $11K | No change |
| SSYS Stratasys Ltd. | 0.01% | 1,277 | $11K | Reduce -13.5% |
| GILD Gilead Sciences Inc. | 0.01% | 120 | $11K | No change |
| FXL First Trust Technology Alpha | 0.01% | 74 | $11K | Add +1.4% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.01% | 300 | $11K | No change |
| NFLX Netflix Inc. | 0.01% | 12 | $11K | No change |
| CCL Carnival Corp. | 0.01% | 429 | $11K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 122 | $10K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 111 | $10K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 95 | $10K | No change |
| MMM 3M Co. | 0.01% | 78 | $10K | Reduce -25.0% |
| GM General Motors Co. | 0.01% | 187 | $10K | Reduce -11.8% |
| ZG Zillow Group Inc. Class A | 0.01% | 137 | $10K | No change |
| TKO Tko Group Holdings Inc. | 0.01% | 68 | $10K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.01% | 372 | $10K | No change |
| Z Zillow Group Inc. Class C | 0.01% | 129 | $10K | No change |
| SO The Southern Co. | 0.01% | 115 | $10K | Reduce -46.5% |
| PDM Piedmont Realty Trust Inc. | 0.01% | 1,035 | $9K | No change |
| AES AES Corp. | 0.01% | 703 | $9K | No change |
| BILL Bill Holdings Inc. | 0.00% | 100 | $8K | No change |
| IDU iShares US Utilities ETF | 0.00% | 87 | $8K | No change |
| MRNA Moderna Inc. | 0.00% | 196 | $8K | Add +75.0% |
| QS Quantumscape Corp. | 0.00% | 1,569 | $8K | Reduce -8.7% |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 326 | $8K | Add +48.9% |
| LMT Lockheed Martin Corp. | 0.00% | 16 | $8K | Reduce -11.1% |
| QCOM Qualcomm Inc. | 0.00% | 50 | $8K | Add +2.0% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 351 | $7K | Reduce -26.9% |
| PANW Palo Alto Networks Inc. | 0.00% | 40 | $7K | No change |
| DVAX Dynavax Technologies Corp. | 0.00% | 565 | $7K | No change |
| OUSM Alps Oshares US Small-Cap Qu | 0.00% | 165 | $7K | No change |
| ADBE Adobe Inc. | 0.00% | 16 | $7K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 10 | $7K | No change |
| TDOC Teladoc Health Inc. | 0.00% | 760 | $7K | No change |
| ETSY Etsy Inc. | 0.00% | 130 | $7K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 111 | $7K | Add +0.9% |
| DDD 3D Systems Corp. filed as 3-D SYS CORP DEL | 0.00% | 2,041 | $7K | Reduce -23.6% |
| CBSH Commerce Bancshares Inc. | 0.00% | 106 | $7K | Add +5.0% |
| CBRL Cracker Barrel Old Country | 0.00% | 121 | $6K | Add +0.8% |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 75 | $6K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 51 | $6K | No change |
| ENTG Entegris Inc. | 0.00% | 62 | $6K | No change |
| D Dominion Energy Inc. | 0.00% | 113 | $6K | Reduce -44.1% |
| JACK Jack in the Box Inc. | 0.00% | 142 | $6K | Add +121.9% |
| SFNC Simmons First Natl Corp. Class A | 0.00% | 252 | $6K | No change |
| CVS CVS Health Corp. | 0.00% | 115 | $5K | No change |
| KR Kroger Co. | 0.00% | 83 | $5K | Add +2.5% |
| CELH Celsius Holdings Inc. | 0.00% | 189 | $5K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 20 | $5K | Reduce -84.5% |
| SMH Vaneck Semiconductor ETF | 0.00% | 20 | $5K | New |
| VTRS Viatris Inc. | 0.00% | 377 | $5K | Reduce -5.0% |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 85 | $5K | New |
| ADV Advantage Solutions Inc. | 0.00% | 1,425 | $4K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 28 | $4K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 100 | $4K | No change |
| BCRX Biocryst Pharmaceuticals Inc. | 0.00% | 530 | $4K | No change |
| SENS Senseonics Holdings Inc. | 0.00% | 7,040 | $4K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 16 | $4K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.00% | 19 | $4K | No change |
| ALTM Arcadium Lithium PLC | 0.00% | 661 | $3K | No change |
| VTR Ventas Inc. | 0.00% | 54 | $3K | Reduce -97.3% |
| OLN Olin Corp. | 0.00% | 91 | $3K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.00% | 25 | $3K | Reduce -50.0% |
| DE Deere & Co. | 0.00% | 7 | $3K | No change |
| WRAP Wrap Technologies Inc. | 0.00% | 1,375 | $3K | No change |
| TNDM Tandem Diabetes Care Inc. | 0.00% | 75 | $3K | No change |
| SNAP Snap Inc. Class A | 0.00% | 250 | $3K | Reduce -14.4% |
| W Wayfair Inc. Class A | 0.00% | 60 | $3K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 90 | $3K | No change |
| BIIB Biogen Inc. | 0.00% | 15 | $2K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 20 | $2K | No change |
| AVAV Aerovironment Inc. | 0.00% | 14 | $2K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 29 | $2K | No change |
| O Realty Income Corp. | 0.00% | 38 | $2K | Add +2.7% |
| GE General Electric filed as GE AEROSPACE | 0.00% | 12 | $2K | No change |
| FTNT Fortinet Inc. | 0.00% | 20 | $2K | No change |
| BBY Best Buy Co. Inc. | 0.00% | 22 | $2K | No change |
| UCTT Ultra Clean Holdings Inc. | 0.00% | 50 | $2K | No change |
| BLND Blend Labs Inc. Class A | 0.00% | 400 | $2K | No change |
| IPGP Ipg Photonics Corp. | 0.00% | 22 | $2K | No change |
| PATH Uipath Inc. Class A | 0.00% | 125 | $2K | Reduce -74.4% |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 163 | $2K | Add +2.5% |
| U Unity Software Inc. | 0.00% | 68 | $2K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 109 | $1K | Reduce -12.1% |
| DKNG Draftkings Inc. Class A | 0.00% | 38 | $1K | Reduce -88.2% |
| ANSS Ansys Inc. | 0.00% | 4 | $1K | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 42 | $1K | Reduce -0.2% |
| CGC Canopy Growth Corp. | 0.00% | 467 | $1K | Reduce -0.4% |
| IRD Opus Genetics Inc. | 0.00% | 1,000 | $1K | No change |
| GNW Genworth Financial Inc. | 0.00% | 165 | $1K | No change |
| LASR Nlight Inc. | 0.00% | 100 | $1K | No change |
| JAZZ Jazz Pharmaceuticals PLC | 0.00% | 8 | $985 | No change |
| APTV Aptiv PLC | 0.00% | 15 | $907 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 81 | $856 | No change |
| AMKR Amkor Technology Inc. | 0.00% | 33 | $848 | No change |
| VNDA Vanda Pharmaceuticals Inc. | 0.00% | 160 | $766 | No change |
| TLRY Tilray Brands Inc. | 0.00% | 547 | $728 | Reduce -4.4% |
| ARKG ARK Genomic Revolution ETF | 0.00% | 30 | $706 | Reduce -87.7% |
| BHF Brighthouse Financial Inc. | 0.00% | 13 | $625 | No change |
| WOLF Wolfspeed Inc. | 0.00% | 90 | $599 | No change |
| RVNC Revance Therapeutics Inc. | 0.00% | 195 | $593 | No change |
| PENN Penn Entertainment Inc. | 0.00% | 16 | $317 | No change |
| DJT Trump Media & Technology Gro | 0.00% | 9 | $307 | No change |
| LEG Leggett & Platt Inc. | 0.00% | 31 | $300 | No change |
| 23ANDME HOLDING CO | 0.00% | 90 | $293 | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 5 | $209 | Reduce -13.8% |
| HELP Cybin Inc. | 0.00% | 13 | $115 | No change |
| PLUG Plug Power Inc. | 0.00% | 28 | $60 | Reduce -51.7% |
| FELG Fidelity Enh LRG Cap GWTH | 0.00% | 1 | $35 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 8 | $34 | Reduce -11.1% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.00% | 3 | $29 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 2 | $17 | No change |
| SOBR SAFE INC | 0.00% | 2 | $2 | New |
| MULLEN AUTOMOTIVE INC | 0.00% | 1 | $1 | No change |