| SPIB SS SPDR P Int C Corp. ETF | 4.59% | 642,325 | $21.7M | Reduce -3.4% |
| BND Vanguard Total Bond Market | 4.26% | 272,186 | $20.2M | Add +1.1% |
| SPSB SS SPDR P St C Corp. ETF | 4.24% | 665,617 | $20.1M | Add +3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.99% | 98,869 | $18.9M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 3.95% | 299,201 | $18.7M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 3.50% | 24,215 | $16.6M | Add +3.5% |
| VYM Vanguard High DVD Yield ETF | 2.79% | 92,056 | $13.2M | Add +0.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.76% | 425,842 | $13.1M | Add +2.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.62% | 58,605 | $12.4M | Add +0.3% |
| DFAC Dimensional US Core Equity 2 | 2.60% | 311,253 | $12.3M | Reduce -1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.59% | 47,621 | $12.3M | Add +4.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.30% | 136,840 | $10.9M | Add +0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.22% | 232,481 | $10.5M | Add +1.3% |
| VEU Vanguard Ftse All-World Ex-U | 2.20% | 141,377 | $10.4M | Reduce -0.2% |
| BSV Vanguard Short-Term Bond ETF | 2.16% | 129,556 | $10.2M | Add +8.1% |
| VTIP Vanguard Short-Term Tips | 1.84% | 176,041 | $8.7M | Add +4.8% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 1.71% | 181,745 | $8.1M | Add +1.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.68% | 88,492 | $8.0M | Add +1.1% |
| AVLV Avantis US Large Cap Value | 1.68% | 104,962 | $8.0M | Add +6.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.54% | 145,291 | $7.3M | Add +23.4% |
| VWO Vanguard Ftse Emerging Marke | 1.44% | 127,220 | $6.8M | Add +4.8% |
| VXUS Vanguard Total Intl Stock | 1.37% | 85,988 | $6.5M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 1.33% | 33,003 | $6.3M | Add +8.1% |
| DFUV Dimensional US Marketwide Va | 1.29% | 130,859 | $6.1M | Reduce -8.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.25% | 232,602 | $5.9M | Add +5.3% |
| AVEM Avantis Emerging Markets Eq | 1.22% | 74,719 | $5.8M | Add +1.4% |
| DFAT Dimensional US Target Value | 1.14% | 90,558 | $5.4M | Reduce -0.7% |
| SPLV Invesco S&P 500 Low Volatili | 1.01% | 66,931 | $4.8M | Reduce -6.1% |
| SCHF Schwab Intl Equity ETF | 1.01% | 198,129 | $4.8M | Add +2.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.97% | 196,247 | $4.6M | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 0.97% | 51,804 | $4.6M | Add +1.8% |
| DUHP Dimensional US High Profi Et | 0.96% | 119,578 | $4.5M | Add +15.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 13,134 | $4.4M | Reduce -4.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.89% | 174,049 | $4.2M | Add +1.3% |
| DFGR Dim Global Real Estate ETF | 0.84% | 150,546 | $4.0M | Add +3.9% |
| MSFT Microsoft Corp. | 0.81% | 7,977 | $3.9M | Add +4.7% |
| TITN Titan Machinery Inc. | 0.77% | 242,039 | $3.6M | No change |
| AVUV Avantis US Small Cap Value | 0.77% | 35,623 | $3.6M | Add +5.5% |
| AAPL Apple Inc. | 0.76% | 13,283 | $3.6M | Add +1.9% |
| DFAX Dimensional World Ex US Core | 0.76% | 109,856 | $3.6M | Add +2.0% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.76% | 47,459 | $3.6M | Add +23.8% |
| VOO Vanguard S&P 500 ETF | 0.73% | 5,534 | $3.5M | Add +0.2% |
| SCHB Schwab US Broad Market ETF | 0.65% | 116,680 | $3.1M | Add +0.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.61% | 28,172 | $2.9M | Reduce -3.2% |
| JEPI JPMorgan Equity Premium Inco | 0.59% | 49,064 | $2.8M | Reduce -0.0% |
| DFCF Dimensional Core Fixed Inc. | 0.53% | 58,654 | $2.5M | Add +260.9% |
| ITOT iShares Core S&P Total U.S. | 0.52% | 16,497 | $2.5M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 3,373 | $2.3M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.46% | 21,772 | $2.2M | Reduce -15.4% |
| USEW Cambria US Ew ETF | 0.43% | 39,965 | $2.0M | New |
| DFAS Dimensional US Small Cap ETF | 0.39% | 26,232 | $1.8M | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.38% | 9,564 | $1.8M | Add +28.6% |
| JPST JPMorgan Ultra-Short Income | 0.37% | 34,874 | $1.8M | Add +36.7% |
| DHS Wisdomtree US High Dividend | 0.37% | 17,110 | $1.7M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 3,559 | $1.7M | Add +2.6% |
| VGIT Vanguard Intermediate-Term T | 0.36% | 28,572 | $1.7M | Reduce -0.7% |
| SCHX Schwab US Large-Cap ETF | 0.35% | 62,071 | $1.7M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 18,342 | $1.6M | No change |
| LLY Eli Lilly & Co. | 0.34% | 1,516 | $1.6M | Reduce -0.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.34% | 68,842 | $1.6M | Reduce -8.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.34% | 72,760 | $1.6M | Add +5.5% |
| DFIV Dimensional International Va | 0.34% | 32,170 | $1.6M | Reduce -0.5% |
| EMR Emerson Electric Co. | 0.34% | 12,067 | $1.6M | Reduce -8.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.34% | 11,113 | $1.6M | Add +1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.27% | 16,125 | $1.3M | Add +2.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 13,373 | $1.3M | Reduce -2.2% |
| VRP Invesco Variable Rate Prefer | 0.24% | 47,325 | $1.2M | Reduce -38.7% |
| MMM 3M Co. | 0.24% | 7,165 | $1.1M | Reduce -4.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.24% | 52,736 | $1.1M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 0.23% | 3,514 | $1.1M | Add +121.7% |
| IWM iShares Russell 2000 ETF | 0.23% | 4,397 | $1.1M | Add +93.2% |
| MDT Medtronic PLC | 0.23% | 11,114 | $1.1M | Reduce -3.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 17,679 | $1.0M | Reduce -2.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.21% | 40,574 | $983K | Add +11.0% |
| ESGV Vanguard ESG US Stock ETF | 0.20% | 7,870 | $952K | Add +0.1% |
| SKOR NT Crdscr US Corp. BD ETF | 0.20% | 19,333 | $950K | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 0.19% | 2,848 | $918K | Reduce -2.4% |
| AXP American Express Co. | 0.19% | 2,480 | $917K | Reduce -6.3% |
| IEMG iShares Core MSCI Emerging | 0.19% | 13,619 | $915K | Reduce -0.0% |
| PGX Invesco Preferred ETF | 0.17% | 69,602 | $782K | Reduce -17.5% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 3,935 | $782K | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,449 | $768K | Reduce -0.5% |
| EFV iShares MSCI Eafe Value ETF | 0.15% | 10,031 | $716K | Add +4.3% |
| STPZ PIMCO 1-5 Year US Tips Index | 0.15% | 13,279 | $713K | Add +14.1% |
| IXUS iShares Core Intl Stock ETF | 0.15% | 8,299 | $702K | Reduce -1.6% |
| DISV Dimensional International SM | 0.15% | 18,175 | $691K | Add +4.1% |
| GDX Vaneck Gold Miners ETF | 0.15% | 8,035 | $689K | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.12% | 4,101 | $588K | Add +11.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 1,792 | $564K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.12% | 17,173 | $562K | Add +1.0% |
| DFAE Dimensional Emerging Core Eq | 0.12% | 16,966 | $553K | No change |
| TSLA Tesla Inc. | 0.12% | 1,212 | $545K | Add +6278.9% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 2,472 | $543K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 12,542 | $535K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.11% | 2,365 | $531K | New |
| AMZN Amazon.com Inc. | 0.11% | 2,293 | $529K | Add +59.6% |
| IBDX iShares Ibonds Dec 2032 TC | 0.11% | 19,562 | $499K | Add +18.1% |
| IDV iShares International Select | 0.11% | 12,659 | $499K | No change |
| USB US Bancorp | 0.10% | 9,267 | $494K | Reduce -14.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.10% | 7,645 | $490K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 5,784 | $479K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.10% | 5,546 | $478K | Reduce -3.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.10% | 9,001 | $476K | No change |
| VPU Vanguard Utilities ETF | 0.10% | 2,490 | $461K | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 3,754 | $451K | Reduce -2.1% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 3,215 | $440K | No change |
| DFAI Dimensional International Co. | 0.09% | 11,414 | $435K | No change |
| SUB iShares Short-Term National | 0.09% | 4,006 | $427K | Reduce -5.8% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.09% | 17,183 | $413K | Reduce -1.5% |
| IWB iShares Russell 1000 ETF | 0.09% | 1,102 | $412K | No change |
| FHLC Fidelity MSCI Health Care | 0.08% | 5,314 | $395K | New |
| IWS iShares Russell Mid-Cap Valu | 0.08% | 2,791 | $394K | No change |
| MUB iShares National Muni Bond E | 0.08% | 3,668 | $393K | Reduce -0.2% |
| NVDL Granitesh 2X LNG Nvda ETF | 0.08% | 4,426 | $390K | No change |
| OEF iShares S&P 100 ETF | 0.08% | 1,084 | $372K | Reduce -25.1% |
| WMT Walmart Inc. | 0.08% | 3,329 | $371K | Reduce -2.1% |
| LII Lennox International Inc. | 0.08% | 761 | $370K | Add +2.0% |
| JNJ Johnson & Johnson | 0.08% | 1,773 | $367K | Reduce -11.6% |
| AVDV Avantis Intl S/C Value ETF | 0.08% | 3,809 | $358K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 4,690 | $348K | No change |
| PEP Pepsico Inc. | 0.07% | 2,333 | $335K | Reduce -1.9% |
| WFC Wells Fargo & Co. | 0.07% | 3,579 | $334K | No change |
| DES Wisdomtree US Smallcap Divid | 0.07% | 9,829 | $329K | Reduce -5.3% |
| TOTL SS Doubleline TR Tact ETF | 0.07% | 8,092 | $326K | Add +14.1% |
| HRL Hormel Foods Corp. | 0.07% | 13,732 | $325K | No change |
| PSLV Sprott Physical Silver Trust | 0.07% | 13,693 | $324K | Reduce -4.2% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 2,310 | $321K | No change |
| BSCW Invesco Bulletshares 2032 CB | 0.07% | 15,132 | $316K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.07% | 4,366 | $313K | No change |
| CAT Caterpillar Inc. | 0.07% | 545 | $312K | Add +22.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 496 | $305K | Add +8.8% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.06% | 11,616 | $304K | Add +30.2% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 10,923 | $300K | No change |
| DLN Wisdomtree US Largecap Divid | 0.06% | 3,394 | $299K | No change |
| EDIV State Street SPDR S&P Emergi | 0.06% | 7,580 | $297K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.06% | 1,159 | $290K | Add +1.1% |
| GGG Graco Inc. | 0.06% | 3,368 | $276K | Reduce -26.4% |
| MCD McDonald's Corp. | 0.06% | 891 | $272K | No change |
| FSTA Fidelity MSCI Cons Stap Indx | 0.06% | 5,532 | $272K | New |
| CMF iShares California Muni Bond | 0.06% | 4,658 | $268K | No change |
| VFMF Vanguard US Multifactor ETF | 0.06% | 1,759 | $265K | Reduce -12.2% |
| DNP DNP Select Income Fund Inc. | 0.06% | 26,254 | $262K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.06% | 11,432 | $262K | Add +4.0% |
| WPC WP Carey Inc. | 0.05% | 4,000 | $257K | Reduce -15.0% |
| BSCV Invesco Bulletshares 2031 CB | 0.05% | 15,366 | $257K | No change |
| UNH Unitedhealth Group Inc. | 0.05% | 769 | $254K | Reduce -2.8% |
| RTX RTX Corp. | 0.05% | 1,380 | $253K | Reduce -9.7% |
| ABT Abbott Laboratories | 0.05% | 2,005 | $251K | Add +749.6% |
| NOBL Proshares S&P 500 Dividend A | 0.05% | 2,256 | $235K | No change |
| AMP Ameriprise Financial Inc. | 0.05% | 474 | $232K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.05% | 7,342 | $231K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.05% | 4,890 | $229K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.05% | 4,998 | $229K | Reduce -19.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.05% | 2,562 | $229K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 1,870 | $225K | Add +17.8% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.05% | 2,742 | $222K | Reduce -1.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.05% | 9,875 | $222K | Add +4.7% |
| DFIS Dimensional International SM | 0.05% | 6,600 | $217K | Reduce -2.1% |
| IQLT iShares MSCI International Q | 0.05% | 4,770 | $217K | Add +2.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 450 | $216K | No change |
| PSX Phillips 66 | 0.04% | 1,629 | $210K | No change |
| KMI Kinder Morgan Inc. | 0.04% | 7,637 | $210K | No change |
| FLOT iShares Floating Rate Bond E | 0.04% | 4,109 | $209K | Add +7.9% |
| NUBD Nuveen ESG US Aggregate Bond | 0.04% | 8,759 | $196K | Reduce -32.4% |
| DIHP Dimensional International Hi | 0.04% | 6,064 | $192K | Add +19.3% |
| IWN iShares Russell 2000 Value E | 0.04% | 1,043 | $189K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 2,860 | $189K | Add +21.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 634 | $188K | Reduce -9.8% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 2,374 | $184K | Reduce -20.8% |
| AAXJ iShares MSCI All Country Asi | 0.04% | 1,933 | $180K | No change |
| IYW iShares Ustechnology ETF | 0.04% | 888 | $177K | No change |
| IBHF iShares Ibond 2026 HY & Inc. | 0.04% | 7,621 | $176K | No change |
| KO The Coca-Cola Co. | 0.04% | 2,497 | $175K | Add +118.3% |
| EFA iShares MSCI Eafe ETF | 0.04% | 1,782 | $171K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.04% | 411 | $170K | Reduce -4.2% |
| RGLD Royal Gold Inc. | 0.04% | 749 | $166K | New |
| ITW Illinois Tool Works | 0.04% | 674 | $166K | No change |
| GIS General Mills Inc. | 0.03% | 3,553 | $165K | Reduce -28.3% |
| GLD SPDR Gold Shares | 0.03% | 410 | $162K | Add +8.5% |
| VGT Vanguard Info Tech ETF | 0.03% | 215 | $162K | No change |
| HBAN Huntington Bancshares Inc. | 0.03% | 9,332 | $162K | Add +1.4% |
| DVY iShares Select Dividend ETF | 0.03% | 1,145 | $162K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 3,305 | $160K | Reduce -19.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 6,109 | $154K | Reduce -41.8% |
| EPP iShares MSCI Pacific Ex Japa | 0.03% | 2,993 | $151K | No change |
| SMB Vaneck Short Muni ETF | 0.03% | 8,608 | $150K | No change |
| EEM iShares MSCI Emerging Market | 0.03% | 2,689 | $147K | No change |
| T AT&T Inc. | 0.03% | 5,905 | $147K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 499 | $145K | No change |
| CSCO Cisco Systems Inc. | 0.03% | 1,874 | $144K | Add +26.6% |
| ZTS Zoetis Inc. | 0.03% | 1,138 | $143K | Reduce -1.0% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.03% | 5,928 | $140K | No change |
| TGT Target Corp. | 0.03% | 1,420 | $139K | Add +4.7% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.03% | 3,175 | $138K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.03% | 6,291 | $138K | No change |
| XEL Xcel Energy Inc. | 0.03% | 1,834 | $135K | Add +0.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.03% | 6,040 | $135K | Add +46.7% |
| HD Home Depot Inc. | 0.03% | 392 | $135K | Reduce -5.1% |
| NFLX Netflix Inc. | 0.03% | 1,390 | $130K | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.03% | 150 | $129K | Add +5.6% |
| VFH Vanguard Financials ETF | 0.03% | 948 | $127K | No change |
| FELV Fidelity Enh LRG Cap Val ETF | 0.03% | 3,640 | $126K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.03% | 1,529 | $126K | No change |
| PFF iShares Preferred & Income S | 0.03% | 3,985 | $123K | Reduce -50.4% |
| IWF iShares Russell 1000 Growth | 0.03% | 255 | $121K | No change |
| XLI SS Industrial Select Sector | 0.03% | 764 | $119K | No change |
| ADP Automatic Data Processing | 0.02% | 454 | $117K | Reduce -1.1% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.02% | 4,416 | $116K | Add +27.7% |
| SLV iShares Silver Trust | 0.02% | 1,789 | $115K | No change |
| IWY iShares Russell Top 200 Grow | 0.02% | 415 | $115K | No change |
| SOLV Solventum Corp. | 0.02% | 1,427 | $113K | Reduce -24.9% |
| META Meta Platforms Inc. Class A | 0.02% | 170 | $112K | Reduce -4.0% |
| O Realty Income Corp. | 0.02% | 1,977 | $111K | No change |
| SRE Sempra | 0.02% | 1,258 | $111K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 1,365 | $110K | No change |
| MO Altria Group Inc. | 0.02% | 1,831 | $106K | Add +2.1% |
| BDX Becton Dickinson and Co. | 0.02% | 540 | $105K | No change |
| XLV SS Health Care Select Sector | 0.02% | 668 | $103K | No change |
| V Visa Inc. Class A | 0.02% | 294 | $103K | Reduce -25.8% |
| AMGN Amgen Inc. | 0.02% | 310 | $101K | Reduce -26.2% |
| VT Vanguard Tot World STK ETF | 0.02% | 711 | $100K | No change |
| IWD iShares Russell 1000 Value E | 0.02% | 472 | $99K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.02% | 4,963 | $98K | No change |
| EXE Expand Energy Corp. | 0.02% | 848 | $94K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.02% | 951 | $93K | No change |
| FXI iShares China Large-Cap ETF | 0.02% | 2,397 | $92K | Reduce -9.4% |
| IBTL iShares Ibonds Dec 2031 Term | 0.02% | 4,400 | $90K | Add +12.3% |
| OTIS Otis Worldwide Corp. | 0.02% | 1,011 | $88K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.02% | 1,741 | $85K | Reduce -0.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.02% | 1,130 | $80K | No change |
| VTEC Vanguard Ca Tax-Ex Bond | 0.02% | 795 | $80K | New |
| FPI Farmland Partners Inc. | 0.02% | 8,000 | $78K | No change |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.02% | 1,770 | $75K | No change |
| DFAR Dimensional US Real Est ETF | 0.02% | 3,231 | $74K | Reduce -29.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 69 | $74K | No change |
| CVX Chevron Corp. | 0.02% | 482 | $73K | Reduce -21.2% |
| AGZD Wisdomtree Trust Wisdomtree | 0.02% | 3,234 | $73K | Reduce -6.5% |
| ORCL Oracle Corp. | 0.02% | 367 | $72K | Reduce -11.1% |
| WOOD iShares Global Timber & Fore | 0.01% | 988 | $71K | No change |
| DALI Ishrs Ms WR Co. Di SA Uci-Usd | 0.01% | 2,467 | $71K | No change |
| PHO Invesco Water Resources ETF | 0.01% | 1,002 | $71K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 1,306 | $70K | New |
| PH Parker Hannifin Corp. | 0.01% | 80 | $70K | No change |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.01% | 733 | $70K | No change |
| GOVT iShares US Treasury Bond ETF | 0.01% | 2,984 | $69K | Add +48.8% |
| IFRA iShares US Infrastructure | 0.01% | 1,300 | $68K | New |
| AMAT Applied Materials Inc. | 0.01% | 264 | $68K | No change |
| ACN Accenture PLC Class A | 0.01% | 253 | $68K | Add +803.6% |
| MRK Merck & Co. Inc. | 0.01% | 620 | $65K | Reduce -11.1% |
| DJD Invesco Dow Jones Industrial | 0.01% | 1,100 | $63K | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 137 | $61K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.01% | 599 | $60K | New |
| PXI Invesco Dorsey Wright Energy | 0.01% | 1,300 | $59K | New |
| SCHA Schwab US Small-Cap ETF | 0.01% | 2,059 | $59K | Add +9.2% |
| SAP Sap SE-Sponsored ADR | 0.01% | 241 | $59K | No change |
| LRMR Larimar Therapeutics Inc. | 0.01% | 15,264 | $58K | Add +15.1% |
| DUK Duke Energy Corp. | 0.01% | 496 | $58K | Add +1.0% |
| TLTE NT Emg MKTS Ftilt ETF | 0.01% | 883 | $56K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 521 | $55K | No change |
| IBTM iShares Ibnds Dec 2032 TT | 0.01% | 2,365 | $55K | Add +83.6% |
| VXF Vanguard Extended Market ETF | 0.01% | 251 | $52K | No change |
| RYAN Ryan Specialty Holdings Inc. | 0.01% | 1,000 | $52K | No change |
| KR Kroger Co. | 0.01% | 823 | $51K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 1,145 | $51K | No change |
| PFE Pfizer Inc. | 0.01% | 2,036 | $51K | Reduce -63.8% |
| AMD Advanced Micro Devices | 0.01% | 235 | $50K | Add +2250.0% |
| DRIV Global X Autonomous&elec-ETF | 0.01% | 1,685 | $50K | No change |
| HON Honeywell International Inc. | 0.01% | 253 | $49K | Reduce -6.0% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.01% | 2,018 | $48K | No change |
| DEM Wisdomtree Emerging Markets | 0.01% | 1,019 | $48K | No change |
| MCK McKesson Corp. | 0.01% | 58 | $48K | Add +75.8% |
| ABBV Abbvie Inc. | 0.01% | 208 | $48K | Add +29.2% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 0.01% | 714 | $47K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 411 | $47K | No change |
| PAYX Paychex Inc. | 0.01% | 413 | $46K | New |
| ITA iShares U.S. Aerospace & Def | 0.01% | 212 | $46K | New |
| IVE iShares S&P 500 Value ETF | 0.01% | 212 | $45K | No change |
| AVGO Broadcom Inc. | 0.01% | 129 | $45K | Add +44.9% |
| SPEM State Street SP PTF Em ETF | 0.01% | 943 | $44K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 800 | $43K | Reduce -21.0% |
| QCLN First Trust Nasdaq Clean Edg | 0.01% | 962 | $43K | Add +0.1% |
| WM Waste Management Inc. | 0.01% | 190 | $42K | No change |
| ETH Grayscale Ethereum Staking M | 0.01% | 1,489 | $42K | No change |
| UI Ubiquiti Inc. | 0.01% | 75 | $42K | Add +50.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 343 | $41K | Add +214.7% |
| DFLV Dim US Large Cap Value ETF | 0.01% | 1,162 | $40K | Add +3.8% |
| IBTO iShares Ibonds Dec 2033 Tres | 0.01% | 1,608 | $39K | Add +33.3% |
| NULC Nuveen ESG Large-Cap ETF | 0.01% | 825 | $39K | No change |
| XC Wisdomtree True Emerging Mar | 0.01% | 1,210 | $39K | No change |
| ANET Arista Networks Inc. | 0.01% | 298 | $39K | Add +520.8% |
| RWL Invesco S&P 500 Revenue ETF | 0.01% | 340 | $39K | No change |
| TLT iShares 20+ Year Treasury BD | 0.01% | 445 | $39K | No change |
| OKE Oneok Inc. | 0.01% | 525 | $39K | No change |
| IDU iShares US Utilities ETF | 0.01% | 356 | $39K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.01% | 522 | $38K | No change |
| QCOM Qualcomm Inc. | 0.01% | 221 | $38K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.01% | 868 | $38K | No change |
| EWX State Street SPDR S&P Emergi | 0.01% | 561 | $37K | No change |
| VZ Verizon Communications Inc. | 0.01% | 904 | $37K | Add +97.0% |
| OTTR Otter Tail Corp. | 0.01% | 454 | $37K | No change |
| ET Energy Transfer LP | 0.01% | 2,211 | $36K | No change |
| CI The Cigna Group | 0.01% | 132 | $36K | Add +14.8% |
| IEF iShares 7-10 Year Treasury B | 0.01% | 371 | $36K | No change |
| CB Chubb Ltd. | 0.01% | 112 | $35K | Add +38.3% |
| AIRR First Trust Rba American Ind | 0.01% | 345 | $34K | No change |
| GLW Corning Inc. | 0.01% | 385 | $34K | No change |
| FDIQ Inv BLB Fin Data PRV ETF-Usi | 0.01% | 500 | $31K | New |
| EWJ iShares MSCI Japan ETF | 0.01% | 381 | $31K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.01% | 713 | $31K | No change |
| WY Weyerhaeuser Co. | 0.01% | 1,256 | $30K | Add +8.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 2,267 | $30K | No change |
| FDX FedEx Corp. | 0.01% | 102 | $29K | No change |
| MCHI iShares MSCI China ETF | 0.01% | 490 | $29K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.01% | 419 | $29K | No change |
| QHY Wisdomtree US High Yield Cor | 0.01% | 624 | $29K | No change |
| SNPS Synopsys Inc. | 0.01% | 62 | $29K | No change |
| NKE Nike Inc. Class B | 0.01% | 451 | $29K | Reduce -60.7% |
| CMCSA Comcast Corp. Class A | 0.01% | 934 | $28K | Reduce -23.9% |
| COF Capital One Financial Corp. | 0.01% | 113 | $27K | Add +1312.5% |
| FCX Freeport-McMoran Inc. | 0.01% | 534 | $27K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 501 | $27K | Add +0.6% |
| DFIC Dimensional International Co. | 0.01% | 781 | $27K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 88 | $27K | No change |
| MDY State Street SPDR S&P Midcap | 0.01% | 44 | $27K | No change |
| IBCA iShares Ibonds Dec 2035 TC | 0.01% | 1,000 | $26K | No change |
| MRVL Marvell Technology Inc. | 0.01% | 303 | $26K | New |
| HEFA Isha Curr Hedged MSCI Eafe | 0.01% | 612 | $25K | New |
| PFFD Global X US Preferred ETF | 0.01% | 1,333 | $25K | Reduce -12.5% |
| TCHP T Rowe Price Blue Chip Growt | 0.01% | 497 | $25K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.01% | 410 | $25K | No change |
| IWX iShares Russell Top 200 Valu | 0.01% | 267 | $25K | No change |
| IYH iShares U.S. Healthcare ETF | 0.01% | 375 | $24K | No change |
| NAT Nordic American Tankers Ltd. | 0.01% | 7,000 | $24K | No change |
| BPOP Popular Inc. | 0.01% | 190 | $24K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.01% | 914 | $24K | Add +371.1% |
| WTV Wisdomtree U.S. Value Fund | 0.01% | 252 | $24K | No change |
| VTRS Viatris Inc. | 0.01% | 1,888 | $24K | Add +1.0% |
| APH Amphenol Corp. Class A | 0.00% | 172 | $23K | No change |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 788 | $23K | No change |
| CLS Celestica Inc. | 0.00% | 78 | $23K | No change |
| AVRE Avantis Real Estate ETF | 0.00% | 527 | $23K | No change |
| VCIT Vanguard Int-Term Corporate | 0.00% | 270 | $23K | No change |
| AEE Ameren Corporation | 0.00% | 226 | $23K | No change |
| CLX Clorox Company | 0.00% | 223 | $22K | No change |
| LOW Lowe's Cos Inc. | 0.00% | 90 | $22K | Add +157.1% |
| XLRE SS Real Estate Select Sector | 0.00% | 537 | $22K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 209 | $22K | No change |
| VDC Vanguard Consumer Staple ETF | 0.00% | 102 | $22K | No change |
| IVT Inventrust Properties Corp. | 0.00% | 754 | $21K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 825 | $21K | No change |
| HWKN Hawkins Inc. | 0.00% | 148 | $21K | No change |
| VLUE iShares MSCI USA Value Facto | 0.00% | 150 | $21K | Add +114.3% |
| BBUS JPMorgan Betabuilders US Equ | 0.00% | 166 | $20K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 410 | $20K | No change |
| GE General Electric filed as GE AEROSPACE | 0.00% | 65 | $20K | Add +91.2% |
| APPS Digital Turbine Inc. | 0.00% | 4,000 | $20K | Reduce -20.0% |
| PNC PNC Financial Services Group | 0.00% | 91 | $19K | New |
| NVT Nvent Electric PLC | 0.00% | 185 | $19K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 62 | $19K | No change |
| CZR Caesars Entertainment Inc. | 0.00% | 800 | $19K | New |
| ALRS Alerus Financial Corp. | 0.00% | 830 | $19K | No change |
| DIV Global X Superdividend Use | 0.00% | 1,064 | $18K | No change |
| EME Emcor Group Inc. | 0.00% | 30 | $18K | No change |
| SKYT Skywater Technology Inc. | 0.00% | 1,000 | $18K | New |
| VCV Invesco Ca Val Muni Inc. TR | 0.00% | 1,625 | $18K | No change |
| PRU Prudential Financial Inc. | 0.00% | 160 | $18K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.00% | 209 | $18K | No change |
| C Citigroup Inc. | 0.00% | 150 | $18K | New |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 179 | $17K | Add +1.7% |
| IP International Paper Co. | 0.00% | 436 | $17K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 750 | $17K | New |
| CLF Cleveland-Cliffs Inc. | 0.00% | 1,250 | $17K | New |
| CVS CVS Health Corp. | 0.00% | 202 | $16K | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 358 | $16K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.00% | 454 | $15K | No change |
| COR Cencora Inc. | 0.00% | 45 | $15K | No change |
| BA The Boeing Co. | 0.00% | 70 | $15K | No change |
| JQUA JPMorgan US Quality Factor | 0.00% | 239 | $15K | No change |
| SMLF iShares US Smallcap Equity F | 0.00% | 201 | $15K | No change |
| PGR Progressive Corp. | 0.00% | 66 | $15K | Reduce -25.0% |
| JCI Johnson Controls Internation | 0.00% | 125 | $15K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 259 | $15K | No change |
| NUSA Nuv ESG 1-5 YR US AB ETF-Usd | 0.00% | 624 | $15K | No change |
| KLAC KLA Corp. | 0.00% | 12 | $15K | No change |
| PNR Pentair PLC | 0.00% | 137 | $14K | No change |
| ADI Analog Devices Inc. | 0.00% | 52 | $14K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 206 | $14K | Add +38.3% |
| UNM Unum Group | 0.00% | 179 | $14K | No change |
| MS Morgan Stanley | 0.00% | 78 | $14K | No change |
| AZO AutoZone Inc. | 0.00% | 4 | $14K | Reduce -20.0% |
| PNQI Invesco Nasdaq Internet ETF | 0.00% | 250 | $13K | New |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 578 | $13K | No change |
| GS Goldman Sachs Group Inc. | 0.00% | 15 | $13K | Reduce -40.0% |
| IVW iShares S&P 500 Growth ETF | 0.00% | 105 | $13K | No change |
| DFE Wisdomtree Eur S/C Dividend | 0.00% | 176 | $13K | New |
| KMB Kimberly-Clark Corp. | 0.00% | 124 | $13K | No change |
| EXPE Expedia Group Inc. | 0.00% | 44 | $12K | No change |
| SDG Ish MSCI Glob Sust Deve Goal | 0.00% | 148 | $12K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 96 | $12K | No change |
| AFK Vaneck Africa Index ETF | 0.00% | 462 | $12K | No change |
| HOG Harley-Davidson Inc. | 0.00% | 600 | $12K | No change |
| CRH CRH PLC | 0.00% | 98 | $12K | No change |
| USFD US Foods Holding Corp. | 0.00% | 161 | $12K | New |
| HACK Amplify Cybersecurity ETF | 0.00% | 150 | $12K | New |
| DD Dupont DE Nemours Inc. | 0.00% | 297 | $12K | Add +74.7% |
| WBD Warner Bros Discovery Inc. | 0.00% | 413 | $12K | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.00% | 98 | $12K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 153 | $12K | Reduce -10.5% |
| Q Qnity Electronics Inc. | 0.00% | 145 | $12K | Add +70.6% |
| BLK BlackRock Inc. | 0.00% | 11 | $12K | No change |
| AON Aon PLC Class A | 0.00% | 33 | $12K | No change |
| TKR Timken Co. | 0.00% | 136 | $11K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.00% | 248 | $11K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 316 | $11K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 118 | $11K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 114 | $11K | No change |
| CW Curtiss-Wright Corp. | 0.00% | 20 | $11K | No change |
| LUV Southwest Airlines Co. | 0.00% | 265 | $11K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.00% | 117 | $11K | No change |
| CTVA Corteva Inc. | 0.00% | 160 | $11K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 115 | $10K | No change |
| ENSG The Ensign Group Inc. | 0.00% | 60 | $10K | No change |
| TXN Texas Instruments Inc. | 0.00% | 60 | $10K | Reduce -28.6% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.00% | 533 | $10K | No change |
| OSIS Osi Systems Inc. | 0.00% | 40 | $10K | No change |
| LIN Linde PLC | 0.00% | 24 | $10K | Reduce -27.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.00% | 179 | $10K | Reduce -38.3% |
| MRSH Marsh & McLennan Cos | 0.00% | 53 | $10K | Reduce -56.6% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 53 | $10K | Reduce -19.7% |
| ACWI iShares MSCI Acwi ETF | 0.00% | 68 | $10K | No change |
| VOLT Tema Electrification | 0.00% | 329 | $10K | New |
| PHM Pultegroup Inc. | 0.00% | 80 | $9K | No change |
| AVUS Avantis U.S. Equity ETF | 0.00% | 81 | $9K | No change |
| AMT American Tower Corp. | 0.00% | 51 | $9K | No change |
| SBUX Starbucks Corp. | 0.00% | 106 | $9K | Reduce -16.5% |
| TEX Terex Corp. | 0.00% | 165 | $9K | No change |
| DVYE iShares Emerging Markets Div | 0.00% | 281 | $9K | No change |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | 0.00% | 326 | $9K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 133 | $9K | No change |
| AME Ametek Inc. | 0.00% | 42 | $9K | No change |
| NOC Northrop Grumman Corp. | 0.00% | 15 | $9K | Reduce -40.0% |
| ESGD iShares Trust iShares ESG Aw | 0.00% | 89 | $8K | No change |
| AFL Aflac Inc. | 0.00% | 76 | $8K | No change |
| VOX Vanguard Communication Servi | 0.00% | 43 | $8K | No change |
| PM Philip Morris International | 0.00% | 51 | $8K | Reduce -40.0% |
| NLOP Net Lease Office Property | 0.00% | 316 | $8K | No change |
| MAR Marriott International Class A | 0.00% | 26 | $8K | No change |
| PULS Pgim Ultra Short Bond ETF | 0.00% | 163 | $8K | No change |
| ETN Eaton Corp. PLC | 0.00% | 25 | $8K | Reduce -37.5% |
| SO The Southern Co. | 0.00% | 91 | $8K | Reduce -57.1% |
| RL Ralph Lauren Corp. | 0.00% | 22 | $8K | No change |
| CP Canadian Pacific Kansas City | 0.00% | 105 | $8K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 201 | $8K | Add +20000.0% |
| STRA Strategic Education Inc. | 0.00% | 96 | $8K | No change |
| CHKP Check Point Software Tech | 0.00% | 41 | $8K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 108 | $8K | No change |
| EFX Equifax Inc. | 0.00% | 34 | $7K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 50 | $7K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.00% | 80 | $7K | New |
| STRL Sterling Infrastructure Inc. | 0.00% | 23 | $7K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 12 | $7K | No change |
| XLE SS Energy Select Sector | 0.00% | 150 | $7K | No change |
| BBY Best Buy Co. Inc. | 0.00% | 100 | $7K | No change |
| XLF SS Financial Select Sector | 0.00% | 121 | $7K | No change |
| TILT NT Mstar US Ftilt ETF | 0.00% | 26 | $6K | No change |
| AVDL Avadel Pharmaceuticals Ltd. | 0.00% | 300 | $6K | New |
| IWO iShares Russell 2000 Growth | 0.00% | 20 | $6K | No change |
| TDIV FT Nasdaq Tech DVD Index FD | 0.00% | 65 | $6K | No change |
| ARW Arrow Electronics Inc. | 0.00% | 57 | $6K | No change |
| IEX Idex Corp. | 0.00% | 35 | $6K | No change |
| ICSH iShares Ultra Short Duration | 0.00% | 123 | $6K | No change |
| RKT Rocket Cos Inc. Class A | 0.00% | 319 | $6K | New |
| JOUT Johnson Outdoors Inc. Class A | 0.00% | 144 | $6K | Add +1.4% |
| BSX Boston Scientific Corp. | 0.00% | 63 | $6K | No change |
| IMTM iShares MSCI Intl Momentum F | 0.00% | 125 | $6K | New |
| SYK Stryker Corp. | 0.00% | 17 | $6K | No change |
| ADX Adams Diversified Equity | 0.00% | 252 | $6K | No change |
| VGK Vanguard Ftse Europe ETF | 0.00% | 66 | $6K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 21 | $5K | No change |
| HLN Haleon PLC-ADR | 0.00% | 511 | $5K | Reduce -24.4% |
| ICLN iShares Global Clean Energy | 0.00% | 313 | $5K | No change |
| OC Owens Corning | 0.00% | 45 | $5K | New |
| IBHG iShares Ibonds 2027 HY Inc. | 0.00% | 225 | $5K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.00% | 99 | $5K | No change |
| CTAS Cintas Corp. | 0.00% | 26 | $5K | No change |
| HUM Humana Inc. | 0.00% | 19 | $5K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 230 | $5K | No change |
| VDE Vanguard Energy ETF | 0.00% | 38 | $5K | No change |
| RWO State Street SPDR Dow Jones | 0.00% | 106 | $5K | No change |
| HASI Ha Sustainable Infrastructur | 0.00% | 151 | $5K | No change |
| MET Metlife Inc. | 0.00% | 60 | $5K | Reduce -24.1% |
| CXT Crane NXT Co. | 0.00% | 100 | $5K | No change |
| QDEF NT Qual Div Def ETF | 0.00% | 57 | $5K | Reduce -94.9% |
| GEV GE Vernova Inc. | 0.00% | 7 | $5K | New |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 36 | $5K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 153 | $5K | New |
| IMSR Terrestrial Energy Inc. | 0.00% | 692 | $4K | New |
| ISCG iShares Morningstar Small-Ca | 0.00% | 76 | $4K | No change |
| SSYS Stratasys Ltd. | 0.00% | 463 | $4K | No change |
| HDV iShares Core High Dividend E | 0.00% | 33 | $4K | No change |
| BALL Ball Corp. | 0.00% | 74 | $4K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 34 | $4K | No change |
| TFC Truist Financial Corp. | 0.00% | 78 | $4K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 10 | $4K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 270 | $4K | No change |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.00% | 178 | $3K | New |
| KHC The Kraft Heinz Co. | 0.00% | 138 | $3K | Add +1.5% |
| ALSN Allison Transmission Holding | 0.00% | 34 | $3K | No change |
| PPA Invesco Aerospace & Defense | 0.00% | 21 | $3K | No change |
| PCG P G & E Corp. | 0.00% | 204 | $3K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.00% | 12 | $3K | No change |
| XLK SS Technology Select Sector | 0.00% | 20 | $3K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 24 | $3K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 33 | $3K | New |
| SCHM Schwab US Mid Cap ETF | 0.00% | 95 | $3K | New |
| CPB The Campbell's Company | 0.00% | 100 | $3K | No change |
| DOW Dow Inc. | 0.00% | 118 | $3K | Reduce -27.6% |
| SOLS Solstice Adv Materials Inc. | 0.00% | 56 | $3K | Reduce -16.7% |
| DKS Dick's Sporting Goods Inc. | 0.00% | 13 | $3K | No change |
| FNB FNB Corp. | 0.00% | 146 | $2K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 91 | $2K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 30 | $2K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 8 | $2K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 28 | $2K | No change |
| FBIN Fortune Brands Innovations I | 0.00% | 43 | $2K | No change |
| DWAS Invesco Dorsey Wright Smallc | 0.00% | 21 | $2K | New |
| NBCM Neuberger Commodity Strategy | 0.00% | 84 | $2K | New |
| SIRI Sirius XM Holdings Inc. | 0.00% | 92 | $2K | No change |
| MA Mastercard Inc. Class A | 0.00% | 3 | $2K | No change |
| ISRG Intuitive Surgical Inc. | 0.00% | 3 | $2K | No change |
| HSIC Henry Schein Inc. | 0.00% | 22 | $2K | No change |
| NEM Newmont Corp. | 0.00% | 15 | $1K | No change |
| SPGI S&P Global Inc. | 0.00% | 3 | $1K | No change |
| EMBC Embecta Corp. | 0.00% | 108 | $1K | No change |
| MTUS Metallus Inc. | 0.00% | 66 | $1K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 6 | $1K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 67 | $1K | No change |
| FCO Abrdn Global Income Fund Inc. | 0.00% | 350 | $1K | No change |
| CFG Citizens Financial Group | 0.00% | 18 | $1K | No change |
| JTEK JPMorgan US Tech Leaders | 0.00% | 11 | $991 | New |
| MPC Marathon Petroleum Corp. | 0.00% | 6 | $976 | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 3 | $973 | Reduce -85.7% |
| CDNS Cadence Design SYS Inc. | 0.00% | 3 | $938 | No change |
| IDGT iShares US DGTL Infra & R/E | 0.00% | 11 | $935 | New |
| CC The Chemours Co. | 0.00% | 76 | $897 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 13 | $843 | Add +160.0% |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 17 | $814 | No change |
| AIG American International Group | 0.00% | 10 | $813 | No change |
| UNP Union Pacific Corp. | 0.00% | 4 | $810 | Reduce -99.0% |
| DHR Danaher Corp. | 0.00% | 4 | $802 | No change |
| CRM Salesforce Inc. | 0.00% | 3 | $795 | Reduce -96.8% |
| ROK Rockwell Automation Inc. | 0.00% | 2 | $779 | No change |
| LNG Cheniere Energy Inc. | 0.00% | 4 | $778 | No change |
| EQIX Equinix Inc. | 0.00% | 1 | $767 | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 31 | $745 | No change |
| GRMN Garmin Ltd. | 0.00% | 4 | $710 | No change |
| PFG Principal Financial Group | 0.00% | 8 | $706 | No change |
| WMB Williams Cos Inc. | 0.00% | 12 | $692 | No change |
| HPQ HP Inc. | 0.00% | 31 | $691 | No change |
| TEL Te Connectivity PLC | 0.00% | 3 | $683 | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 2 | $681 | Reduce -83.3% |
| IDXX Idexx Laboratories Inc. | 0.00% | 1 | $677 | No change |
| PCAR Paccar Inc. | 0.00% | 6 | $658 | No change |
| ODFL Old Dominion Freight Line | 0.00% | 4 | $628 | No change |
| MLM Martin Marietta Materials | 0.00% | 1 | $623 | No change |
| WHR Whirlpool Corp. | 0.00% | 8 | $578 | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 67 | $521 | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 3 | $486 | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 4 | $448 | No change |
| ROP Roper Technologies Inc. | 0.00% | 1 | $446 | No change |
| FTNT Fortinet Inc. | 0.00% | 5 | $398 | No change |
| STE Steris PLC | 0.00% | 2 | $381 | No change |
| ANF Abercrombie & Fitch Co. Class A | 0.00% | 3 | $378 | No change |
| CL Colgate-Palmolive Co. | 0.00% | 5 | $356 | No change |
| ELV Elevance Health Inc. | 0.00% | 1 | $351 | Reduce -92.9% |
| CDW CDW Corp. | 0.00% | 3 | $341 | Reduce -75.0% |
| OGN Organon & Co. | 0.00% | 46 | $330 | No change |
| CPRT Copart Inc. | 0.00% | 8 | $314 | No change |
| BRSL Brightstar Lottery PLC | 0.00% | 20 | $310 | No change |
| UPS United Parcel Service Class B | 0.00% | 3 | $298 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 39 | $253 | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 3 | $186 | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 1 | $138 | No change |
| VLTO Veralto Corp. | 0.00% | 1 | $100 | No change |
| ADAM Adamas Trust Inc. | 0.00% | 6 | $44 | No change |
| ONL Orion Properties Inc. | 0.00% | 5 | $12 | No change |