| LLY Eli Lilly & Co. | 20.71% | 236,707 | $180.6M | Add +0.3% |
| AAPL Apple Inc. | 5.90% | 202,193 | $51.5M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 4.40% | 640,380 | $38.4M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 3.66% | 47,760 | $32.0M | Reduce -2.9% |
| PEP Pepsico Inc. | 2.37% | 147,376 | $20.7M | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 1.93% | 256,011 | $16.9M | Reduce -1.9% |
| NVDA Nvidia Corp. | 1.89% | 88,265 | $16.5M | Reduce -2.1% |
| RVTY Revvity Inc. | 1.88% | 186,671 | $16.4M | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.87% | 49,789 | $16.3M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.75% | 69,540 | $15.3M | Reduce -2.8% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 1.60% | 223,723 | $13.9M | Add +2.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.58% | 34,291 | $13.8M | Reduce -1.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.48% | 225,055 | $12.9M | Reduce -0.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.42% | 290,092 | $12.4M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.34% | 22,590 | $11.7M | Reduce -1.5% |
| SPEM State Street SP PTF Em ETF | 1.21% | 225,704 | $10.6M | Add +2.0% |
| VIG Vanguard Dividend Apprec ETF | 1.10% | 44,367 | $9.6M | Reduce -1.9% |
| TSLA Tesla Inc. | 1.10% | 21,514 | $9.6M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 16,789 | $8.4M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.96% | 101,242 | $8.4M | Add +5.4% |
| VYM Vanguard High DVD Yield ETF | 0.94% | 58,226 | $8.2M | Reduce -1.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.92% | 77,864 | $8.0M | Add +8.9% |
| DGS Wisdomtree Em Small Cap | 0.88% | 135,047 | $7.7M | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 24,697 | $7.3M | Reduce -1.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.76% | 21,519 | $6.6M | Reduce -0.9% |
| PAVE Global X US Infrastructure | 0.73% | 134,313 | $6.4M | Add +6.3% |
| BNL Broadstone Net Lease Inc. | 0.73% | 356,660 | $6.4M | Reduce -3.9% |
| DEM Wisdomtree Emerging Markets | 0.69% | 130,240 | $6.0M | Reduce -9.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.68% | 12,088 | $5.9M | Add +1.7% |
| DGRO iShares Core Dividend Growth | 0.67% | 86,476 | $5.9M | Add +1.8% |
| DES Wisdomtree US Smallcap Divid | 0.64% | 165,078 | $5.6M | Reduce -1.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.63% | 110,339 | $5.5M | Reduce -24.7% |
| META Meta Platforms Inc. Class A | 0.62% | 7,412 | $5.4M | Reduce -0.5% |
| AIRR First Trust Rba American Ind | 0.58% | 52,306 | $5.1M | Add +7.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.56% | 63,657 | $4.9M | Reduce -0.6% |
| MLPA Global X MLP ETF | 0.55% | 99,737 | $4.8M | Reduce -3.8% |
| AVUV Avantis US Small Cap Value | 0.55% | 48,102 | $4.8M | Add +8.2% |
| DON Wisdomtree US Midcap Dividen | 0.52% | 87,001 | $4.6M | Reduce -1.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.52% | 56,602 | $4.5M | Reduce -1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 6 | $4.5M | No change |
| AVES Avantis Emerging Markets Val | 0.52% | 78,763 | $4.5M | Add +0.8% |
| VFH Vanguard Financials ETF | 0.52% | 34,311 | $4.5M | Add +12.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.52% | 37,612 | $4.5M | Add +7.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.51% | 16,071 | $4.5M | Add +0.1% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.51% | 51,853 | $4.4M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 0.50% | 17,787 | $4.3M | Reduce -7.7% |
| GOOG Alphabet Inc. Class C | 0.47% | 16,715 | $4.1M | Reduce -4.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 118,765 | $4.0M | Reduce -0.3% |
| MUB iShares National Muni Bond E | 0.45% | 37,005 | $3.9M | Add +8.1% |
| AIQ Global X Art Intel & Tech | 0.45% | 79,485 | $3.9M | Add +6.5% |
| DFAS Dimensional US Small Cap ETF | 0.44% | 56,526 | $3.9M | Reduce -0.2% |
| ISHG iShares -3 Year Internationa | 0.43% | 48,823 | $3.7M | Add +575.3% |
| EFA iShares MSCI Eafe ETF | 0.42% | 39,567 | $3.7M | Add +11.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 5,825 | $3.5M | Reduce -2.8% |
| VNQ Vanguard Real Estate ETF | 0.37% | 35,760 | $3.3M | Reduce -2.4% |
| AVDV Avantis Intl S/C Value ETF | 0.37% | 36,435 | $3.2M | Add +5.7% |
| SUB iShares Short-Term National | 0.37% | 29,902 | $3.2M | Add +3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 4,776 | $3.2M | Reduce -18.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.36% | 17,859 | $3.1M | No change |
| NYF iShares New York Muni Bond E | 0.36% | 58,225 | $3.1M | No change |
| AVLV Avantis US Large Cap Value | 0.36% | 42,909 | $3.1M | Add +12.0% |
| AVDE Avantis International Equity | 0.33% | 36,623 | $2.9M | Reduce -1.9% |
| VCIT Vanguard Int-Term Corporate | 0.33% | 33,972 | $2.9M | Reduce -2.1% |
| ITOT iShares Core S&P Total U.S. | 0.33% | 19,495 | $2.8M | Add +0.1% |
| ESGU iShares ESG Aware MSCI USA | 0.32% | 18,884 | $2.7M | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.31% | 88,785 | $2.7M | Add +23.6% |
| ITW Illinois Tool Works | 0.30% | 9,957 | $2.6M | Reduce -2.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.29% | 27,822 | $2.6M | Reduce -10.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.29% | 58,838 | $2.5M | Add +13.5% |
| IWF iShares Russell 1000 Growth | 0.28% | 5,272 | $2.5M | Reduce -0.5% |
| BND Vanguard Total Bond Market | 0.28% | 32,984 | $2.5M | Reduce -6.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.28% | 27,514 | $2.4M | Add +5.0% |
| AMLP Alerian MLP ETF | 0.28% | 52,021 | $2.4M | No change |
| IDV iShares International Select | 0.26% | 61,911 | $2.3M | Reduce -0.0% |
| DVY iShares Select Dividend ETF | 0.26% | 15,883 | $2.3M | No change |
| EWX State Street SPDR S&P Emergi | 0.26% | 33,455 | $2.3M | Reduce -0.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.26% | 22,445 | $2.2M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 24,374 | $2.1M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 38,282 | $2.1M | Reduce -1.4% |
| SCHH Schwab US REIT ETF | 0.23% | 93,151 | $2.0M | Reduce -0.0% |
| FLOT iShares Floating Rate Bond E | 0.23% | 39,219 | $2.0M | Reduce -4.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 25,019 | $2.0M | Reduce -0.7% |
| DFAT Dimensional US Target Value | 0.22% | 32,636 | $1.9M | Reduce -7.2% |
| COST Costco Wholesale Corp. | 0.21% | 2,020 | $1.9M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 6,475 | $1.8M | Reduce -1.4% |
| GLD SPDR Gold Shares | 0.21% | 5,051 | $1.8M | Add +17.7% |
| NEE Nextera Energy Inc. | 0.20% | 23,148 | $1.7M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.20% | 2,829 | $1.7M | Add +2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 5,880 | $1.5M | Reduce -0.2% |
| AFL Aflac Inc. | 0.17% | 13,202 | $1.5M | Add +0.4% |
| PGX Invesco Preferred ETF | 0.17% | 126,565 | $1.5M | Reduce -37.8% |
| JNJ Johnson & Johnson | 0.17% | 7,889 | $1.5M | Reduce -7.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.16% | 7,430 | $1.4M | No change |
| DLN Wisdomtree US Largecap Divid | 0.16% | 16,223 | $1.4M | Reduce -6.6% |
| AGG iShares Core U.S. Aggregate | 0.16% | 13,797 | $1.4M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.15% | 2,356 | $1.3M | No change |
| VXF Vanguard Extended Market ETF | 0.15% | 6,334 | $1.3M | Reduce -5.8% |
| MRK Merck & Co. Inc. | 0.15% | 15,665 | $1.3M | Add +0.6% |
| TXN Texas Instruments Inc. | 0.15% | 6,983 | $1.3M | Reduce -0.7% |
| HD Home Depot Inc. | 0.14% | 3,096 | $1.3M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.14% | 3,912 | $1.2M | Add +8.3% |
| EPD Enterprise Products Partners | 0.14% | 38,920 | $1.2M | Add +3.8% |
| IAU iShares Gold Trust | 0.13% | 15,992 | $1.2M | No change |
| SCHF Schwab Intl Equity ETF | 0.13% | 48,144 | $1.1M | No change |
| AVGO Broadcom Inc. | 0.13% | 3,359 | $1.1M | Reduce -29.8% |
| ESGD iShares Trust iShares ESG Aw | 0.13% | 11,914 | $1.1M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 6,039 | $1.1M | Add +11.0% |
| WTAI Wisdomtree AI and Innovation | 0.12% | 37,818 | $1.1M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.12% | 6,973 | $1.1M | Add +7.8% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 5,589 | $1.1M | Add +5.9% |
| CSX CSX Corp. | 0.12% | 29,795 | $1.1M | Add +0.6% |
| STAG Stag Industrial Inc. | 0.12% | 29,551 | $1.0M | Add +6.2% |
| SHYD Vaneck SH Hi YLD Muni | 0.12% | 44,957 | $1.0M | Add +5.7% |
| O Realty Income Corp. | 0.12% | 16,900 | $1.0M | Add +4.5% |
| SCHM Schwab US Mid Cap ETF | 0.11% | 33,768 | $1.0M | Add +4.2% |
| ESML iShares ESG Aware MSCI USA S | 0.11% | 21,962 | $990K | No change |
| MRSH Marsh & McLennan Cos | 0.11% | 4,676 | $942K | No change |
| SHLD Global X Defense Tech ETF | 0.11% | 13,314 | $935K | Add +6.9% |
| AMD Advanced Micro Devices | 0.10% | 5,589 | $904K | Reduce -13.1% |
| NUEM Nuveen ESG Emerging Markets | 0.10% | 25,000 | $892K | No change |
| IWN iShares Russell 2000 Value E | 0.10% | 5,032 | $890K | No change |
| PPA Invesco Aerospace & Defense | 0.10% | 5,718 | $889K | No change |
| SCHX Schwab US Large-Cap ETF | 0.10% | 33,645 | $886K | Add +0.1% |
| MCD McDonald's Corp. | 0.10% | 2,899 | $881K | Reduce -1.2% |
| SPG Simon Property Group Inc. | 0.10% | 4,615 | $866K | Add +5.0% |
| NFLX Netflix Inc. | 0.10% | 722 | $866K | No change |
| RTX RTX Corp. | 0.10% | 5,163 | $864K | Add +9.2% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.10% | 13,293 | $860K | Add +4.0% |
| IFRA iShares US Infrastructure | 0.10% | 16,159 | $854K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.09% | 7,399 | $825K | No change |
| ET Energy Transfer LP | 0.09% | 48,055 | $825K | Add +3.4% |
| UNP Union Pacific Corp. | 0.09% | 3,351 | $792K | No change |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.09% | 11,693 | $779K | No change |
| PSCT Invesco S&P Smallcap Informa | 0.09% | 14,584 | $774K | Add +1.6% |
| XLRE SS Real Estate Select Sector | 0.09% | 18,152 | $765K | Add +0.3% |
| MO Altria Group Inc. | 0.09% | 11,526 | $761K | Add +0.0% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 5,402 | $757K | No change |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,263 | $753K | No change |
| ROK Rockwell Automation Inc. | 0.08% | 2,120 | $741K | No change |
| DVYE iShares Emerging Markets Div | 0.08% | 24,212 | $719K | Reduce -27.5% |
| UNH Unitedhealth Group Inc. | 0.08% | 2,008 | $693K | Add +148.5% |
| EEM iShares MSCI Emerging Market | 0.08% | 12,968 | $692K | No change |
| IWD iShares Russell 1000 Value E | 0.08% | 3,397 | $692K | No change |
| IWM iShares Russell 2000 ETF | 0.08% | 2,842 | $688K | Reduce -45.0% |
| PFE Pfizer Inc. | 0.08% | 26,768 | $682K | Add +0.4% |
| T AT&T Inc. | 0.08% | 23,968 | $677K | Add +0.8% |
| NVS Novartis AG-Sponsored ADR | 0.07% | 4,933 | $633K | Reduce -5.2% |
| IYF iShares US Financials ETF | 0.07% | 4,995 | $633K | No change |
| IUSV iShares Core S&P U.S. Value | 0.07% | 6,233 | $623K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,272 | $610K | No change |
| EPI Wisdomtree India Earnings | 0.07% | 13,600 | $601K | Reduce -14.7% |
| ACN Accenture PLC Class A | 0.07% | 2,351 | $580K | Reduce -23.4% |
| ABBV Abbvie Inc. | 0.07% | 2,485 | $575K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 11,140 | $575K | Add +3.7% |
| MPLX MPLX LP | 0.07% | 11,491 | $574K | Add +7.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.06% | 6,628 | $561K | No change |
| V Visa Inc. Class A | 0.06% | 1,628 | $556K | Reduce -2.1% |
| CSCO Cisco Systems Inc. | 0.06% | 8,021 | $549K | Add +2.8% |
| GDX Vaneck Gold Miners ETF | 0.06% | 7,179 | $548K | Add +6.5% |
| CR Crane Co. | 0.06% | 2,945 | $542K | Reduce -7.1% |
| XLF SS Financial Select Sector | 0.06% | 10,029 | $540K | No change |
| PFF iShares Preferred & Income S | 0.06% | 16,718 | $529K | Reduce -24.4% |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 9,191 | $525K | Reduce -0.8% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 7,967 | $518K | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 2,444 | $510K | Reduce -1.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.06% | 5,086 | $508K | Add +7.2% |
| WFC Wells Fargo & Co. | 0.06% | 5,851 | $490K | Add +1.7% |
| PSCH Invesco S&P Smallcap Health | 0.06% | 11,689 | $486K | Reduce -18.9% |
| TPL Texas Pacific Land Corp. | 0.05% | 500 | $467K | No change |
| EMR Emerson Electric Co. | 0.05% | 3,492 | $458K | Add +3.6% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 3,852 | $458K | Add +0.0% |
| SGOL Abrdn Physical Gold Shares | 0.05% | 12,370 | $455K | No change |
| MORT Vaneck Mortgage REIT Income | 0.05% | 41,020 | $442K | No change |
| KO The Coca-Cola Co. | 0.05% | 6,616 | $439K | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.05% | 3,852 | $434K | Add +5.5% |
| COIN Coinbase Global Inc. Class A | 0.05% | 1,250 | $422K | New |
| BA The Boeing Co. | 0.05% | 1,951 | $421K | Reduce -1.3% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 15,034 | $410K | No change |
| ORCL Oracle Corp. | 0.05% | 1,438 | $404K | Add +26.4% |
| EEMS iShares MSCI Emerging MKT SM | 0.05% | 5,808 | $394K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 2,797 | $391K | No change |
| TIP iShares Tips Bond ETF | 0.04% | 3,491 | $388K | No change |
| BLK BlackRock Inc. | 0.04% | 331 | $386K | Add +0.9% |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 2,676 | $381K | No change |
| PH Parker Hannifin Corp. | 0.04% | 498 | $378K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.04% | 7,784 | $375K | Add +0.9% |
| CL Colgate-Palmolive Co. | 0.04% | 4,635 | $371K | Add +0.4% |
| SMCI Super Micro Computer Inc. | 0.04% | 7,700 | $369K | Add +18.5% |
| LIN Linde PLC | 0.04% | 774 | $367K | No change |
| CAT Caterpillar Inc. | 0.04% | 761 | $363K | No change |
| CSQ Calamos Strat TTL RTRN FND | 0.04% | 18,723 | $361K | No change |
| ORLY O'reilly Automotive Inc. | 0.04% | 3,203 | $345K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 682 | $340K | Reduce -22.7% |
| DFEM Dimensional Emrg MRKT Core | 0.04% | 10,500 | $337K | No change |
| IAGG iShares Intl Aggregate Bond | 0.04% | 6,339 | $325K | No change |
| VZ Verizon Communications Inc. | 0.04% | 7,318 | $322K | Add +3.5% |
| VGT Vanguard Info Tech ETF | 0.04% | 427 | $319K | Reduce -21.9% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 5,082 | $317K | Reduce -2.9% |
| REM iShares Mortgage Real Estate | 0.04% | 14,450 | $317K | Reduce -17.2% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.04% | 6,330 | $316K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 4,718 | $308K | No change |
| VGK Vanguard Ftse Europe ETF | 0.04% | 3,850 | $307K | Add +0.0% |
| EBAY eBay Inc. | 0.03% | 3,351 | $305K | No change |
| KRE SS SPDR S&P Regional Bank | 0.03% | 4,813 | $305K | Reduce -15.0% |
| DOCU Docusign Inc. | 0.03% | 4,200 | $303K | New |
| SCHA Schwab US Small-Cap ETF | 0.03% | 10,718 | $299K | Add +1.7% |
| HTGC Hercules Capital Inc. | 0.03% | 15,293 | $289K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.03% | 627 | $286K | No change |
| DIM Wisdomtree Intl M/C DVD Fund | 0.03% | 3,650 | $282K | No change |
| BSX Boston Scientific Corp. | 0.03% | 2,869 | $280K | No change |
| BKLN Invesco Senior Loan ETF | 0.03% | 13,346 | $279K | No change |
| OKE Oneok Inc. | 0.03% | 3,747 | $273K | No change |
| AMGN Amgen Inc. | 0.03% | 969 | $273K | Add +0.2% |
| AMP Ameriprise Financial Inc. | 0.03% | 553 | $272K | No change |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.03% | 2,399 | $271K | No change |
| SOXX iShares Semiconductor ETF | 0.03% | 1,000 | $271K | No change |
| YUM Yum! Brands Inc. | 0.03% | 1,763 | $268K | No change |
| GD General Dynamics Corp. | 0.03% | 781 | $266K | No change |
| VTIP Vanguard Short-Term Tips | 0.03% | 5,211 | $264K | No change |
| IWO iShares Russell 2000 Growth | 0.03% | 818 | $262K | No change |
| ETN Eaton Corp. PLC | 0.03% | 696 | $260K | Add +16.8% |
| NSC Norfolk Southern Corp. | 0.03% | 864 | $260K | No change |
| CVX Chevron Corp. | 0.03% | 1,664 | $258K | New |
| BIZD Vaneck BDC Income ETF | 0.03% | 17,126 | $256K | No change |
| INTC Intel Corp. | 0.03% | 7,560 | $254K | New |
| NKE Nike Inc. Class B | 0.03% | 3,608 | $252K | Reduce -2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 2,180 | $250K | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.03% | 1,498 | $249K | New |
| SYK Stryker Corp. | 0.03% | 672 | $248K | Reduce -4.3% |
| SPGI S&P Global Inc. | 0.03% | 507 | $247K | Reduce -4.2% |
| AMAT Applied Materials Inc. | 0.03% | 1,199 | $245K | No change |
| JETS US Global Jets ETF | 0.03% | 9,868 | $243K | No change |
| PGR Progressive Corp. | 0.03% | 974 | $241K | No change |
| HASI Ha Sustainable Infrastructur | 0.03% | 7,754 | $238K | No change |
| FINX Global X Fintech ETF | 0.03% | 7,000 | $235K | No change |
| PANW Palo Alto Networks Inc. | 0.03% | 1,146 | $233K | Add +0.9% |
| FISV Fiserv Inc. | 0.03% | 1,780 | $229K | No change |
| PM Philip Morris International | 0.03% | 1,414 | $229K | No change |
| PZT Invesco New York Amt-Free Mu | 0.03% | 10,312 | $229K | No change |
| IETC iShares U.S. Tech Independen | 0.03% | 2,250 | $229K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.03% | 3,886 | $224K | No change |
| UPS United Parcel Service Class B | 0.03% | 2,663 | $222K | Reduce -15.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.03% | 4,000 | $221K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,529 | $221K | New |
| LOW Lowe's Cos Inc. | 0.03% | 879 | $221K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.03% | 3,270 | $221K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.03% | 1,227 | $219K | New |
| ISRG Intuitive Surgical Inc. | 0.03% | 490 | $219K | No change |
| HDV iShares Core High Dividend E | 0.03% | 1,780 | $218K | No change |
| RC Ready Capital Corp. | 0.02% | 55,643 | $215K | No change |
| SKYY First Trust Cloud Computing | 0.02% | 1,594 | $214K | New |
| C Citigroup Inc. | 0.02% | 2,030 | $206K | New |
| CARR Carrier Global Corp. | 0.02% | 3,427 | $205K | Add +16.3% |
| ADBE Adobe Inc. | 0.02% | 578 | $204K | No change |
| AMOM Qraft AI-Enh US LRG Cap MTM | 0.02% | 4,142 | $200K | New |
| PAA Plains All Amer Pipeline LP | 0.02% | 11,696 | $200K | Add +13.9% |
| EXK Endeavour Silver Corp. | 0.02% | 22,700 | $178K | No change |
| FBLG Fibrobiologics Inc. | 0.02% | 298,081 | $163K | Add +2.6% |
| OPK Opko Health Inc. | 0.01% | 66,490 | $103K | No change |
| BOF Branchout Food Inc. | 0.01% | 25,000 | $51K | New |
| PLX Protalix Biotherapeutics Inc. | 0.00% | 17,000 | $38K | No change |