| VOO Vanguard S&P 500 ETF | 7.72% | 693,632 | $348.0M | Add +52.0% |
| IVV iShares Core S&P 500 ETF | 5.03% | 414,337 | $226.7M | Add +16.7% |
| MSFT Microsoft Corp. | 4.02% | 405,134 | $181.1M | Add +59.6% |
| IJH iShares Core S&P Midcap ETF | 3.84% | 2,955,375 | $172.9M | Add +4.7% |
| AAPL Apple Inc. | 3.78% | 808,895 | $170.4M | Add +58.2% |
| NVDA Nvidia Corp. | 3.68% | 1,341,156 | $165.7M | Add +116.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.35% | 2,080,022 | $151.1M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.69% | 222,501 | $121.1M | Add +26.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.38% | 665,562 | $107.3M | Add +3.3% |
| PG The Procter & Gamble Co. | 2.07% | 565,087 | $93.2M | Add +24.3% |
| GOOGL Alphabet Inc. Class A | 1.92% | 475,925 | $86.7M | Add +98.5% |
| IUSG iShares Core S&P U.S. Growth | 1.82% | 645,165 | $82.2M | Add +25330.2% |
| IEMG iShares Core MSCI Emerging | 1.81% | 1,520,184 | $81.4M | Add +12.4% |
| AMZN Amazon.com Inc. | 1.75% | 407,143 | $78.7M | Add +82.0% |
| IWM iShares Russell 2000 ETF | 1.64% | 365,059 | $74.1M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 1.35% | 300,858 | $60.9M | Add +67.5% |
| META Meta Platforms Inc. Class A | 1.07% | 95,699 | $48.3M | Add +34.9% |
| LLY Eli Lilly & Co. | 1.07% | 53,087 | $48.1M | Add +34.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 92,747 | $44.4M | Add +892.6% |
| VNQ Vanguard Real Estate ETF | 0.96% | 511,508 | $43.2M | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.94% | 194,340 | $42.5M | Add +20.7% |
| EFA iShares MSCI Eafe ETF | 0.88% | 504,615 | $39.5M | Add +7.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.86% | 159,800 | $38.8M | Add +2844.0% |
| GOOG Alphabet Inc. Class C | 0.85% | 208,506 | $38.2M | Add +85.9% |
| PEP Pepsico Inc. | 0.78% | 214,196 | $35.3M | Add +143.4% |
| XOM Exxon Mobil Corp. | 0.76% | 297,285 | $34.2M | Add +10.4% |
| HD Home Depot Inc. | 0.71% | 92,983 | $32.0M | Add +130.9% |
| MRK Merck & Co. Inc. | 0.65% | 236,228 | $29.2M | Add +15.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.63% | 709,166 | $28.2M | Add +622.3% |
| VEA Vanguard Ftse Developed ETF | 0.62% | 566,645 | $28.0M | Add +806.6% |
| XLK SS Technology Select Sector | 0.60% | 120,153 | $27.2M | Add +526.1% |
| MDY State Street SPDR S&P Midcap | 0.60% | 50,665 | $27.1M | Add +10.4% |
| JNJ Johnson & Johnson | 0.59% | 180,501 | $26.4M | Add +82.8% |
| ORCL Oracle Corp. | 0.57% | 181,591 | $25.6M | Add +51.6% |
| ETN Eaton Corp. PLC | 0.56% | 80,608 | $25.3M | Add +1079.7% |
| SUB iShares Short-Term National | 0.55% | 237,804 | $24.9M | Reduce -6.6% |
| V Visa Inc. Class A | 0.54% | 92,691 | $24.3M | Add +28.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 59,366 | $24.2M | Add +19.0% |
| COST Costco Wholesale Corp. | 0.53% | 28,090 | $23.9M | Add +29.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.53% | 282,721 | $23.7M | Reduce -0.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.52% | 401,540 | $23.5M | Add +8.2% |
| FDN First Trust DJ Internet Ind | 0.50% | 110,181 | $22.6M | New |
| CRM Salesforce Inc. | 0.46% | 81,002 | $20.8M | Add +268.7% |
| KO The Coca-Cola Co. | 0.46% | 322,340 | $20.6M | Add +87.1% |
| UNH Unitedhealth Group Inc. | 0.46% | 40,436 | $20.6M | Add +25.1% |
| AXP American Express Co. | 0.45% | 87,648 | $20.3M | Add +4.2% |
| SCHF Schwab Intl Equity ETF | 0.45% | 518,833 | $20.1M | Add +2799.3% |
| AMAT Applied Materials Inc. | 0.43% | 82,897 | $19.6M | Add +1.3% |
| MUB iShares National Muni Bond E | 0.41% | 175,174 | $18.7M | Add +4.8% |
| HON Honeywell International Inc. | 0.41% | 87,211 | $18.6M | Add +555.3% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 417,581 | $18.3M | Add +73.8% |
| ESGD iShares Trust iShares ESG Aw | 0.40% | 228,592 | $18.0M | Reduce -25.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.39% | 29 | $17.8M | Add +11.5% |
| CFG Citizens Financial Group | 0.38% | 479,988 | $17.3M | Add +0.5% |
| SYK Stryker Corp. | 0.38% | 50,640 | $17.2M | Add +1893.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.38% | 213,880 | $17.1M | Add +264.5% |
| GS Goldman Sachs Group Inc. | 0.38% | 37,747 | $17.1M | Add +2817.1% |
| JPST JPMorgan Ultra-Short Income | 0.38% | 336,281 | $17.0M | Reduce -8.7% |
| ABBV Abbvie Inc. | 0.36% | 95,154 | $16.3M | Add +285.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 161,832 | $16.1M | Add +526.3% |
| LIN Linde PLC | 0.35% | 36,112 | $15.8M | Add +13.8% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 27,373 | $15.1M | Add +45.0% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 161,697 | $15.0M | Add +1.0% |
| ESML iShares ESG Aware MSCI USA S | 0.33% | 382,698 | $14.7M | Reduce -21.9% |
| IWV iShares Russell 3000 ETF | 0.32% | 46,706 | $14.4M | Add +237.0% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 132,365 | $14.1M | Add +256.1% |
| NEE Nextera Energy Inc. | 0.31% | 195,152 | $13.8M | Add +2.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.31% | 29,473 | $13.8M | Add +0.3% |
| ADBE Adobe Inc. | 0.30% | 24,449 | $13.6M | Add +10.4% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 73,933 | $13.6M | Add +78.3% |
| ACN Accenture PLC Class A | 0.29% | 43,026 | $13.1M | Add +10.6% |
| ABT Abbott Laboratories | 0.29% | 124,225 | $12.9M | Add +245.6% |
| REGN Regeneron Pharmaceuticals | 0.28% | 12,130 | $12.7M | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.28% | 264,647 | $12.6M | Add +24.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 114,106 | $12.6M | Add +12.8% |
| AVGO Broadcom Inc. | 0.28% | 7,806 | $12.5M | Add +78.8% |
| EEM iShares MSCI Emerging Market | 0.27% | 289,024 | $12.3M | Add +11.2% |
| IVE iShares S&P 500 Value ETF | 0.27% | 67,559 | $12.3M | Reduce -0.3% |
| XLF SS Financial Select Sector | 0.27% | 290,909 | $12.0M | Add +1676.5% |
| STZ Constellation Brands Inc. Class A | 0.26% | 45,922 | $11.8M | New |
| SNOW Snowflake Inc. | 0.25% | 83,432 | $11.3M | New |
| WMT Walmart Inc. | 0.25% | 165,939 | $11.2M | Add +12.3% |
| CMCSA Comcast Corp. Class A | 0.25% | 285,359 | $11.2M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 0.25% | 30,608 | $11.2M | Add +247.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 29,535 | $11.1M | Add +4.4% |
| MAR Marriott International Class A | 0.24% | 45,521 | $11.0M | Add +0.6% |
| T AT&T Inc. | 0.24% | 569,099 | $10.9M | Add +64.4% |
| EMR Emerson Electric Co. | 0.24% | 96,579 | $10.6M | Add +3.1% |
| PH Parker Hannifin Corp. | 0.23% | 20,714 | $10.5M | Add +1262.8% |
| LMT Lockheed Martin Corp. | 0.23% | 21,731 | $10.2M | Add +100.2% |
| IDEV iShares Core MSCI Dev MKTS | 0.22% | 153,949 | $10.1M | Add +4.2% |
| HCA HCA Healthcare Inc. | 0.22% | 30,231 | $9.7M | Add +1.0% |
| TGT Target Corp. | 0.21% | 65,209 | $9.7M | Add +7.5% |
| WFC Wells Fargo & Co. | 0.21% | 160,380 | $9.5M | Add +712.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 197,371 | $9.3M | Add +7.4% |
| FCX Freeport-McMoran Inc. | 0.20% | 190,108 | $9.2M | Add +0.7% |
| URI United Rentals Inc. | 0.20% | 13,897 | $9.0M | Add +50.9% |
| DE Deere & Co. | 0.20% | 23,662 | $8.8M | Add +24.0% |
| CMI Cummins Inc. | 0.19% | 30,811 | $8.5M | Add +1.5% |
| INTU Intuit Inc. | 0.19% | 12,815 | $8.4M | Reduce -26.0% |
| COP Conocophillips | 0.19% | 73,549 | $8.4M | Add +10.9% |
| TMUS T-Mobile US Inc. | 0.19% | 47,611 | $8.4M | Add +13.1% |
| PWR Quanta Services Inc. | 0.18% | 32,623 | $8.3M | Add +13.7% |
| FPEI First Trust Institutional PR | 0.18% | 446,120 | $8.2M | New |
| TRAVELERS COMPANIES INC | 0.18% | 39,404 | $8.0M | New |
| UNP Union Pacific Corp. | 0.18% | 35,409 | $8.0M | Add +30.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 31,805 | $8.0M | Add +2.2% |
| CVX Chevron Corp. | 0.18% | 50,494 | $7.9M | Add +31.6% |
| CEG Constellation Energy | 0.17% | 39,348 | $7.9M | Add +2.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 38,538 | $7.6M | Add +2199.4% |
| AON Aon PLC Class A | 0.17% | 25,740 | $7.6M | Add +1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 28,036 | $7.5M | Add +119.2% |
| QCOM Qualcomm Inc. | 0.17% | 37,706 | $7.5M | Add +957.1% |
| NTAP Netapp Inc. | 0.17% | 58,167 | $7.5M | New |
| UBER Uber Technologies Inc. | 0.17% | 102,609 | $7.5M | Add +2129.7% |
| SCHW Schwab (charles) Corp. | 0.16% | 99,346 | $7.3M | Add +4.1% |
| NKE Nike Inc. Class B | 0.16% | 95,466 | $7.2M | Add +31.1% |
| TXN Texas Instruments Inc. | 0.16% | 37,007 | $7.2M | Add +25.4% |
| CTAS Cintas Corp. | 0.16% | 10,137 | $7.1M | Add +26.6% |
| DVY iShares Select Dividend ETF | 0.15% | 57,160 | $6.9M | Add +6.8% |
| GD General Dynamics Corp. | 0.15% | 23,568 | $6.8M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 0.14% | 65,591 | $6.4M | Reduce -34.3% |
| SYY Sysco Corp. | 0.14% | 87,949 | $6.3M | Add +936.5% |
| RJF Raymond James Financial Inc. | 0.14% | 50,568 | $6.3M | Add +0.9% |
| EBAY eBay Inc. | 0.14% | 115,866 | $6.2M | New |
| MDLZ Mondelez International Inc. Class A | 0.13% | 90,943 | $6.0M | Add +17.9% |
| MCD McDonald's Corp. | 0.13% | 22,726 | $5.8M | Add +46.1% |
| BA The Boeing Co. | 0.13% | 31,252 | $5.7M | Add +11.0% |
| EA Electronic Arts Inc. | 0.13% | 40,779 | $5.7M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.12% | 23,508 | $5.6M | Add +13.6% |
| TXT Textron Inc. | 0.12% | 65,327 | $5.6M | Add +1.3% |
| PFE Pfizer Inc. | 0.12% | 200,310 | $5.6M | Add +63.5% |
| PEN Penumbra Inc. | 0.12% | 31,062 | $5.6M | New |
| RWR SS SPDR Dow Jones REIT ETF | 0.12% | 57,328 | $5.3M | Add +0.5% |
| HDV iShares Core High Dividend E | 0.11% | 47,079 | $5.1M | New |
| TSLA Tesla Inc. | 0.11% | 25,543 | $5.1M | Add +131.0% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 64,313 | $5.1M | New |
| IWD iShares Russell 1000 Value E | 0.11% | 28,847 | $5.0M | Add +256.2% |
| PFM Invesco Dividend Achievers E | 0.11% | 117,939 | $5.0M | Add +0.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.11% | 14,593 | $4.9M | New |
| EMB iShares JP Morgan Usd Emergi | 0.11% | 54,221 | $4.8M | Reduce -9.1% |
| VXF Vanguard Extended Market ETF | 0.10% | 26,969 | $4.6M | Add +203.9% |
| AMGN Amgen Inc. | 0.10% | 14,218 | $4.4M | Add +28.5% |
| LOW Lowe's Cos Inc. | 0.10% | 19,538 | $4.3M | Add +53.2% |
| IWB iShares Russell 1000 ETF | 0.10% | 14,400 | $4.3M | Add +291.5% |
| MA Mastercard Inc. Class A | 0.09% | 9,688 | $4.3M | Add +70.5% |
| FTSM First Trust Enh Short Mat FD | 0.09% | 70,006 | $4.2M | Reduce -5.1% |
| HST Host Hotels & Resorts Inc. | 0.09% | 225,970 | $4.1M | Reduce -6.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 45,380 | $4.0M | Add +327.1% |
| NFLX Netflix Inc. | 0.09% | 5,758 | $3.9M | Add +100.5% |
| VZ Verizon Communications Inc. | 0.09% | 94,156 | $3.9M | Add +25.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.09% | 47,346 | $3.9M | Reduce -1.6% |
| RTX RTX Corp. | 0.08% | 37,537 | $3.8M | Add +21.6% |
| XLRE SS Real Estate Select Sector | 0.08% | 97,690 | $3.8M | Add +0.1% |
| GLD SPDR Gold Shares | 0.08% | 17,311 | $3.7M | Add +26.2% |
| DAL Delta Air Lines Inc. | 0.08% | 78,242 | $3.7M | Add +0.8% |
| MS Morgan Stanley | 0.08% | 37,993 | $3.7M | Add +136.4% |
| DHR Danaher Corp. | 0.08% | 14,441 | $3.6M | Add +81.7% |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.08% | 70,163 | $3.5M | Add +0.6% |
| SCHM Schwab US Mid Cap ETF | 0.08% | 44,611 | $3.5M | Reduce -1.7% |
| ABNB Airbnb Inc. Class A | 0.08% | 22,772 | $3.5M | New |
| HUBB Hubbell Inc. | 0.07% | 8,913 | $3.3M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.07% | 9,721 | $3.2M | Add +50.3% |
| MPC Marathon Petroleum Corp. | 0.07% | 18,386 | $3.2M | Add +6.2% |
| RBLX Roblox Corp. Class A | 0.07% | 85,046 | $3.2M | New |
| ATO Atmos Energy Corp. | 0.07% | 27,004 | $3.1M | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 37,747 | $3.1M | Add +23.2% |
| ZTS Zoetis Inc. | 0.07% | 17,452 | $3.0M | Reduce -62.5% |
| ISRG Intuitive Surgical Inc. | 0.07% | 6,714 | $3.0M | Add +223.6% |
| PPG PPG Industries Inc. | 0.07% | 23,400 | $2.9M | Add +70.1% |
| PANW Palo Alto Networks Inc. | 0.06% | 8,599 | $2.9M | Add +192.7% |
| CI The Cigna Group | 0.06% | 8,649 | $2.9M | Add +9.4% |
| SHOP Shopify Inc. Class A | 0.06% | 42,100 | $2.8M | New |
| BKNG Booking Holdings Inc. | 0.06% | 691 | $2.7M | Add +178.6% |
| PGR Progressive Corp. | 0.06% | 12,960 | $2.7M | Add +51.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 42,752 | $2.6M | Add +4.3% |
| KKR KKR & Co. Inc. | 0.06% | 23,973 | $2.5M | Add +679.9% |
| PNC PNC Financial Services Group | 0.06% | 16,169 | $2.5M | Add +2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 14,513 | $2.5M | Add +12.5% |
| XLP SS Consumer Staples Sel Sect | 0.05% | 32,135 | $2.5M | Add +125.4% |
| VTWO Vanguard Russell 2000 ETF | 0.05% | 29,776 | $2.4M | New |
| NOC Northrop Grumman Corp. | 0.05% | 5,601 | $2.4M | Add +138.1% |
| CB Chubb Ltd. | 0.05% | 9,444 | $2.4M | Add +255.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 10,463 | $2.4M | Add +306.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.05% | 7,645 | $2.4M | New |
| NOW ServiceNow Inc. | 0.05% | 3,021 | $2.4M | Add +209.8% |
| SCHA Schwab US Small-Cap ETF | 0.05% | 49,561 | $2.4M | Add +2.2% |
| MSI Motorola Solutions Inc. | 0.05% | 6,112 | $2.4M | Add +250.1% |
| IYW iShares Ustechnology ETF | 0.05% | 15,491 | $2.3M | New |
| AMD Advanced Micro Devices | 0.05% | 14,371 | $2.3M | Add +101.7% |
| VGT Vanguard Info Tech ETF | 0.05% | 4,021 | $2.3M | Add +53.4% |
| CVS CVS Health Corp. | 0.05% | 39,261 | $2.3M | Add +20.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.05% | 37,230 | $2.3M | Reduce -4.5% |
| FTLS First Trust Long/Short Eqty | 0.05% | 36,517 | $2.3M | No change |
| SRE Sempra | 0.05% | 29,446 | $2.2M | Add +1.4% |
| HIGH Simplify Enhanced Income ETF | 0.05% | 91,145 | $2.2M | Add +2.0% |
| VT Vanguard Tot World STK ETF | 0.05% | 19,445 | $2.2M | Add +248.5% |
| INTC Intel Corp. | 0.05% | 69,114 | $2.1M | Add +70.3% |
| LHX L3HARRIS Technologies Inc. | 0.05% | 9,417 | $2.1M | Reduce -69.3% |
| NNE Nano Nuclear Energy Inc. | 0.04% | 86,000 | $2.0M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 14,038 | $2.0M | Add +1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.04% | 2,210 | $2.0M | Add +1.5% |
| XLV SS Health Care Select Sector | 0.04% | 13,671 | $2.0M | Add +660.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 25,496 | $2.0M | Add +13.1% |
| FNX First Trust Mid Cap Core Alp | 0.04% | 18,142 | $2.0M | Add +0.1% |
| UPS United Parcel Service Class B | 0.04% | 14,349 | $2.0M | Add +6.1% |
| ECL Ecolab Inc. | 0.04% | 8,143 | $1.9M | Add +43.8% |
| HOOD Robinhood Markets Inc. Class A | 0.04% | 84,540 | $1.9M | New |
| VYM Vanguard High DVD Yield ETF | 0.04% | 16,069 | $1.9M | Add +19.1% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.04% | 29,427 | $1.9M | New |
| HSY The Hershey Co. | 0.04% | 10,231 | $1.9M | Reduce -66.8% |
| FISV Fiserv Inc. | 0.04% | 12,602 | $1.9M | Add +3.2% |
| BLK BlackRock Finance Inc. | 0.04% | 2,266 | $1.8M | Add +325.9% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 13,859 | $1.8M | Add +269.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.04% | 4,486 | $1.8M | New |
| XLE SS Energy Select Sector | 0.04% | 19,234 | $1.8M | Add +121.0% |
| BX Blackstone Inc. | 0.04% | 14,112 | $1.7M | Add +538.8% |
| WM Waste Management Inc. | 0.04% | 8,160 | $1.7M | Reduce -0.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.04% | 35,643 | $1.7M | Add +1.8% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 10,448 | $1.7M | Add +14.9% |
| PFF iShares Preferred & Income S | 0.04% | 53,805 | $1.7M | Add +56.1% |
| SBUX Starbucks Corp. | 0.04% | 21,617 | $1.7M | Add +31.3% |
| RSG Republic Services Inc. | 0.04% | 8,650 | $1.7M | New |
| CL Colgate-Palmolive Co. | 0.04% | 17,314 | $1.7M | Add +22.9% |
| YUM Yum! Brands Inc. | 0.04% | 12,664 | $1.7M | Add +38.9% |
| SPGI S&P Global Inc. | 0.04% | 3,730 | $1.7M | Add +0.5% |
| OKTA Okta Inc. | 0.04% | 17,329 | $1.6M | New |
| MCO Moody's Corp. | 0.04% | 3,852 | $1.6M | Add +6.0% |
| MMM 3M Co. | 0.04% | 15,815 | $1.6M | Add +16.6% |
| GII State Street SPDR S&P Global | 0.04% | 29,293 | $1.6M | Add +0.8% |
| MRSH Marsh & McLennan Cos | 0.04% | 7,494 | $1.6M | Add +17.6% |
| VDE Vanguard Energy ETF | 0.03% | 12,149 | $1.6M | Add +1.4% |
| IHI iShares U.S. Medical Devices | 0.03% | 26,896 | $1.5M | Add +460.3% |
| DRI Darden Restaurants Inc. | 0.03% | 9,889 | $1.5M | Reduce -79.8% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 19,294 | $1.5M | Add +148.3% |
| IWO iShares Russell 2000 Growth | 0.03% | 5,611 | $1.5M | Add +52.1% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 35,203 | $1.5M | Add +29.7% |
| PM Philip Morris International | 0.03% | 14,281 | $1.4M | Add +18.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.03% | 31,400 | $1.4M | New |
| SO The Southern Co. | 0.03% | 17,998 | $1.4M | Add +71.8% |
| FTNT Fortinet Inc. | 0.03% | 22,468 | $1.4M | Add +38.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.03% | 40,096 | $1.3M | Reduce -0.7% |
| ACWI iShares MSCI Acwi ETF | 0.03% | 11,920 | $1.3M | New |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 23,551 | $1.3M | Reduce -22.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 13,007 | $1.3M | Add +264.3% |
| CDNS Cadence Design SYS Inc. | 0.03% | 4,322 | $1.3M | New |
| CIBR First Trust Nasdaq Cybersecu | 0.03% | 23,392 | $1.3M | Add +63.8% |
| OBDC Blue Owl Capital Corp. | 0.03% | 85,235 | $1.3M | No change |
| ED Consolidated Edison Inc. | 0.03% | 14,353 | $1.3M | Add +82.7% |
| XLB SS Materials Select Sector | 0.03% | 14,473 | $1.3M | Add +33.2% |
| ELV Elevance Health Inc. | 0.03% | 2,336 | $1.3M | Add +61.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 18,309 | $1.2M | Add +3.8% |
| AZO AutoZone Inc. | 0.03% | 420 | $1.2M | Reduce -1.6% |
| IYH iShares U.S. Healthcare ETF | 0.03% | 20,268 | $1.2M | Add +1.8% |
| SHW The Sherwin-Williams Co. | 0.03% | 4,105 | $1.2M | Add +12.7% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.03% | 33,839 | $1.2M | New |
| HAL Halliburton Co. | 0.03% | 35,163 | $1.2M | Add +2.0% |
| CSX CSX Corp. | 0.03% | 35,189 | $1.2M | Add +7.2% |
| DASH DoorDash Inc. Class A | 0.03% | 10,815 | $1.2M | New |
| LRCX Lam Research Corp. | 0.03% | 1,102 | $1.2M | Add +136.5% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.03% | 27,779 | $1.2M | No change |
| GE General Electric filed as GE AEROSPACE | 0.03% | 7,172 | $1.1M | Add +55.2% |
| SOFI Sofi Technologies Inc. | 0.02% | 170,132 | $1.1M | New |
| DHI D.R. Horton Inc. | 0.02% | 7,880 | $1.1M | Add +283.8% |
| RVMD Revolution Medicines Inc. | 0.02% | 28,562 | $1.1M | New |
| MCK McKesson Corp. | 0.02% | 1,858 | $1.1M | Add +88.6% |
| VHT Vanguard Health Care ETF | 0.02% | 4,062 | $1.1M | Add +62.0% |
| WSO Watsco Inc. | 0.02% | 2,288 | $1.1M | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.02% | 10,196 | $1.1M | Add +53.9% |
| MU Micron Technology Inc. | 0.02% | 7,972 | $1.0M | Add +81.2% |
| DDOG Datadog Inc. Class A | 0.02% | 7,955 | $1.0M | New |
| ICE Intercontinental Exchange Inc. | 0.02% | 7,509 | $1.0M | Add +343.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.02% | 14,558 | $1.0M | Reduce -47.1% |
| MO Altria Group Inc. | 0.02% | 21,865 | $996K | Add +57.5% |
| NSC Norfolk Southern Corp. | 0.02% | 4,608 | $989K | Add +7.4% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 16,071 | $971K | Add +5.3% |
| MDT Medtronic PLC | 0.02% | 12,068 | $950K | Add +243.0% |
| CARR Carrier Global Corp. | 0.02% | 15,007 | $947K | Add +33.8% |
| DELL Dell Technologies -C | 0.02% | 6,780 | $935K | Add +1.7% |
| ABCL Abcellera Biologics Inc. | 0.02% | 311,890 | $923K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 8,091 | $918K | Add +16.5% |
| KRE SS SPDR S&P Regional Bank | 0.02% | 18,619 | $914K | Add +2.4% |
| PYPL PayPal Holdings Inc. | 0.02% | 15,754 | $914K | Add +50.3% |
| DD Dupont DE Nemours Inc. | 0.02% | 11,219 | $903K | Add +47.4% |
| GTLB Gitlab Inc. Class A | 0.02% | 18,139 | $902K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.02% | 15,653 | $896K | Add +0.1% |
| MCHP Microchip Technology Inc. | 0.02% | 9,725 | $890K | New |
| BDX Becton Dickinson and Co. | 0.02% | 3,785 | $885K | Add +11.5% |
| VOX Vanguard Communication Servi | 0.02% | 6,366 | $882K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 3,497 | $876K | Add +37.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.02% | 19,297 | $876K | Reduce -3.4% |
| FAST Fastenal Co. | 0.02% | 13,940 | $876K | Add +399.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.02% | 67,864 | $875K | New |
| AGNT Agnt Inc. filed as EXP WORLD HLDGS INC | 0.02% | 77,343 | $873K | New |
| ULTA Ulta Beauty Inc. | 0.02% | 2,226 | $859K | Reduce -63.5% |
| ITW Illinois Tool Works | 0.02% | 3,518 | $834K | Add +12.9% |
| DUK Duke Energy Corp. | 0.02% | 8,287 | $831K | Add +17.7% |
| DOW Dow Inc. | 0.02% | 15,506 | $823K | Add +42.8% |
| CTVA Corteva Inc. | 0.02% | 15,132 | $816K | Add +66.9% |
| USB US Bancorp | 0.02% | 20,485 | $813K | Add +251.2% |
| AMP Ameriprise Financial Inc. | 0.02% | 1,893 | $809K | Add +41.3% |
| SCHB Schwab US Broad Market ETF | 0.02% | 12,820 | $809K | Add +1.8% |
| XME SS SPDR S&P Metals Mining | 0.02% | 13,350 | $792K | Add +0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.02% | 8,624 | $792K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.02% | 5,199 | $787K | Add +0.4% |
| MRO Marathon Oil Corp. | 0.02% | 27,364 | $785K | Add +4.4% |
| PCOR Procore Technologies Inc. | 0.02% | 11,664 | $773K | New |
| ARES Ares Management Corp. Class A | 0.02% | 5,750 | $766K | Add +0.2% |
| APD Air Products & Chemicals Inc. | 0.02% | 2,954 | $762K | Add +0.6% |
| MET Metlife Inc. | 0.02% | 10,847 | $761K | New |
| MINT PIMCO Enhanced Short Maturit | 0.02% | 7,562 | $761K | Add +1.6% |
| WDAY Workday Inc. Class A | 0.02% | 3,400 | $760K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 5,860 | $753K | Add +32.6% |
| FTV Fortive Corp. | 0.02% | 10,072 | $746K | Add +275.7% |
| C Citigroup Inc. | 0.02% | 11,759 | $746K | Add +36.3% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 7,707 | $745K | Add +83.7% |
| COF Capital One Financial Corp. | 0.02% | 5,370 | $744K | Add +117.7% |
| OKE Oneok Inc. | 0.02% | 9,102 | $742K | Add +75.5% |
| ALGN Align Technology Inc. | 0.02% | 3,058 | $738K | Add +186.9% |
| RWJ Invesco S&P Smallcap 600 | 0.02% | 18,406 | $738K | New |
| HIG Hartford Insurance Group Inc. | 0.02% | 7,288 | $736K | Add +39.6% |
| IWN iShares Russell 2000 Value E | 0.02% | 4,736 | $721K | Add +19.9% |
| IWY iShares Russell Top 200 Grow | 0.02% | 3,358 | $720K | Add +135.2% |
| NUE Nucor Corp. | 0.02% | 4,550 | $719K | Add +46.0% |
| EWJ iShares MSCI Japan ETF | 0.02% | 10,303 | $703K | New |
| ORLY O'reilly Automotive Inc. | 0.02% | 662 | $699K | Add +39.4% |
| PAVE Global X US Infrastructure | 0.02% | 18,415 | $683K | No change |
| APH Amphenol Corp. Class A | 0.01% | 10,057 | $678K | Add +7.3% |
| OEF iShares S&P 100 ETF | 0.01% | 2,556 | $676K | Add +0.2% |
| ENVA Enova International Inc. | 0.01% | 10,767 | $670K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 6,834 | $665K | Add +10.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 10,173 | $661K | Reduce -2.2% |
| VFH Vanguard Financials ETF | 0.01% | 6,419 | $644K | Add +8.4% |
| RPG Invesco S&P 500 Pure Growth | 0.01% | 17,256 | $643K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 3,522 | $642K | New |
| DFAS Dimensional US Small Cap ETF | 0.01% | 10,654 | $640K | Add +0.3% |
| MOO Vaneck Agribusiness ETF | 0.01% | 9,116 | $639K | No change |
| LYB Lyondellbasell Indu Class A | 0.01% | 6,555 | $627K | Add +182.3% |
| TDG Transdigm Group Inc. | 0.01% | 491 | $627K | Add +153.1% |
| KR Kroger Co. | 0.01% | 12,543 | $626K | Reduce -6.7% |
| EAGG iShares ESG Aware US Aggrega | 0.01% | 13,383 | $624K | Add +0.8% |
| JCPI JP Morgan Inflation MGD Bond | 0.01% | 13,339 | $623K | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 0.01% | 9,642 | $621K | Add +161.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 1,613 | $618K | Add +94.1% |
| HIMS Hims & Hers Health Inc. | 0.01% | 30,418 | $614K | New |
| ANET Arista Networks Inc. | 0.01% | 1,745 | $612K | New |
| VONE Vanguard Russell 1000 | 0.01% | 2,392 | $591K | Add +111.1% |
| CLX Clorox Company | 0.01% | 4,328 | $591K | New |
| BND Vanguard Total Bond Market | 0.01% | 8,178 | $589K | Add +9.5% |
| SMLR Semler Scientific Inc. | 0.01% | 17,000 | $585K | New |
| GOVT iShares US Treasury Bond ETF | 0.01% | 25,696 | $580K | Reduce -0.7% |
| EXC Exelon Corp. | 0.01% | 16,604 | $575K | New |
| ROP Roper Technologies Inc. | 0.01% | 1,013 | $571K | New |
| BRZE Braze Inc. Class A | 0.01% | 14,550 | $565K | New |
| VEEV Veeva Systems Inc. Class A | 0.01% | 3,077 | $563K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 3,066 | $563K | Add +0.8% |
| CHD Church & Dwight Co. Inc. | 0.01% | 5,395 | $559K | Add +9.0% |
| TT Trane Technologies PLC | 0.01% | 1,695 | $558K | Add +67.8% |
| WMB Williams Cos Inc. | 0.01% | 12,994 | $552K | Add +78.7% |
| FM iShares Frontier and Select | 0.01% | 19,976 | $549K | No change |
| FANG Diamondback Energy Inc. | 0.01% | 2,730 | $547K | Add +30.1% |
| AEE Ameren Corporation | 0.01% | 7,661 | $545K | New |
| MRVL Marvell Technology Inc. | 0.01% | 7,726 | $540K | New |
| NEM Newmont Corp. | 0.01% | 12,829 | $537K | Add +12.9% |
| VRSK Verisk Analytics Inc. | 0.01% | 1,982 | $534K | Add +100.8% |
| WRK Westrock Co. | 0.01% | 10,558 | $531K | Add +1.8% |
| AME Ametek Inc. | 0.01% | 3,182 | $530K | Add +7.5% |
| PSX Phillips 66 | 0.01% | 3,692 | $521K | Add +68.2% |
| COO The Cooper Cos Inc. | 0.01% | 5,900 | $515K | Add +9.0% |
| GPC Genuine Parts Co. | 0.01% | 3,685 | $513K | Add +12.3% |
| DVN Devon Energy Corp. | 0.01% | 10,752 | $510K | Add +13.4% |
| DFS Discover Financial Services | 0.01% | 3,889 | $509K | Add +146.0% |
| IXC iShares Global Energy ETF | 0.01% | 12,180 | $506K | Add +49.3% |
| AFL Aflac Inc. | 0.01% | 5,510 | $492K | Add +55.8% |
| MKL Markel Group Inc. | 0.01% | 309 | $487K | New |
| PRU Prudential Financial Inc. | 0.01% | 4,111 | $482K | Add +90.7% |
| WEC WEC Energy Group Inc. | 0.01% | 6,086 | $478K | Reduce -0.0% |
| BR Broadridge Financial Solutio | 0.01% | 2,398 | $474K | Add +7.4% |
| KLAC KLA Corp. | 0.01% | 566 | $467K | Add +58.5% |
| TTWO Take-Two Interactive Softwre | 0.01% | 2,976 | $463K | New |
| CRVO Cervomed Inc. | 0.01% | 26,956 | $461K | New |
| FITB Fifth Third Bancorp | 0.01% | 12,503 | $456K | New |
| SLX Vaneck Steel ETF | 0.01% | 6,825 | $455K | No change |
| HPQ HP Inc. | 0.01% | 12,695 | $448K | Add +55.8% |
| DON Wisdomtree US Midcap Dividen | 0.01% | 9,336 | $437K | No change |
| IQV Iqvia Holdings Inc. | 0.01% | 2,056 | $435K | New |
| ADSK Autodesk Inc. | 0.01% | 1,748 | $433K | Add +81.7% |
| AGZ iShares Agency Bond ETF | 0.01% | 4,013 | $432K | Add +3.6% |
| TSCO Tractor Supply Company | 0.01% | 1,597 | $431K | No change |
| MQ Marqeta Inc. | 0.01% | 78,643 | $431K | New |
| EPD Enterprise Products Partners | 0.01% | 14,642 | $424K | New |
| VLO Valero Energy Corp. | 0.01% | 2,706 | $424K | Add +82.6% |
| BPMC Blueprint Medicines Corp. | 0.01% | 3,929 | $423K | New |
| XLI SS Industrial Select Sector | 0.01% | 3,417 | $416K | New |
| STT State Street Corp. | 0.01% | 5,606 | $415K | Add +40.5% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 1,318 | $413K | Add +58.0% |
| GILD Gilead Sciences Inc. | 0.01% | 5,984 | $411K | Add +36.1% |
| BIV Vanguard Intermediate-Term B | 0.01% | 5,456 | $409K | Add +81.5% |
| OMC Omnicom Group | 0.01% | 4,552 | $408K | Add +18.4% |
| SCHG Schwab US Large-Cap Growth | 0.01% | 4,014 | $405K | New |
| DOV Dover Corp. | 0.01% | 2,244 | $405K | Add +14.1% |
| EOG EOG Resources Inc. | 0.01% | 3,204 | $403K | Add +9.5% |
| ADI Analog Devices Inc. | 0.01% | 1,761 | $402K | New |
| IYC iShares US Consumer Discreti | 0.01% | 4,909 | $399K | New |
| FTCS First Trust Capital Strength | 0.01% | 4,706 | $396K | New |
| DFIV Dimensional International Va | 0.01% | 10,962 | $394K | Add +2.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 3,544 | $392K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 4,999 | $390K | No change |
| DOCU Docusign Inc. | 0.01% | 7,129 | $381K | Add +21.8% |
| FDX FedEx Corp. | 0.01% | 1,270 | $381K | Add +74.5% |
| VONG Vanguard Russell 1000 Growth | 0.01% | 4,023 | $378K | No change |
| PCAR Paccar Inc. | 0.01% | 3,655 | $376K | Add +13.2% |
| GEV GE Vernova Inc. | 0.01% | 2,193 | $376K | Add +89.8% |
| GIS General Mills Inc. | 0.01% | 5,927 | $375K | Add +49.4% |
| HSIC Henry Schein Inc. | 0.01% | 5,840 | $374K | No change |
| ALL Allstate Corp. | 0.01% | 2,312 | $371K | Add +38.1% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 3,971 | $368K | Add +26.2% |
| PINS Pinterest Inc. Class A | 0.01% | 8,285 | $365K | New |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 3,034 | $362K | Reduce -5.8% |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 2,111 | $361K | Add +47.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 4,653 | $359K | Reduce -4.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 5,532 | $354K | New |
| IT Gartner Inc. | 0.01% | 788 | $354K | New |
| FVD First Trust Value Line DVD | 0.01% | 8,659 | $353K | Add +15.4% |
| IYJ iShares U.S. Industrials ETF | 0.01% | 2,954 | $353K | Add +67.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.01% | 5,900 | $349K | No change |
| RDVY First Trust Rising Dividend | 0.01% | 6,312 | $347K | Add +56.2% |
| PGF Invesco Financial Preferred | 0.01% | 23,415 | $345K | New |
| MSCI MSCI Inc. | 0.01% | 712 | $343K | New |
| IUSV iShares Core S&P U.S. Value | 0.01% | 3,862 | $340K | Add +8.4% |
| SVOL Simplify Volatility Premium | 0.01% | 15,000 | $337K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 2,917 | $336K | Reduce -0.0% |
| TFC Truist Financial Corp. | 0.01% | 8,610 | $335K | Add +33.0% |
| AIG American International Group | 0.01% | 4,505 | $334K | New |
| IDXX Idexx Laboratories Inc. | 0.01% | 675 | $329K | Add +47.1% |
| XYL Xylem Inc. | 0.01% | 2,424 | $329K | Add +23.7% |
| MTD Mettler-Toledo International | 0.01% | 235 | $328K | New |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 2,968 | $328K | Add +2.7% |
| HES Hess Corp. | 0.01% | 2,173 | $321K | New |
| OXY Occidental Petroleum Corp. | 0.01% | 5,029 | $317K | Add +18.5% |
| TOTL SS Doubleline TR Tact ETF | 0.01% | 7,879 | $313K | Reduce -26.6% |
| ZIP Ziprecruiter Inc. Class A | 0.01% | 34,346 | $312K | New |
| GLTR Abrdn Precious Metals Basket | 0.01% | 3,020 | $311K | New |
| TWLO Twilio Inc. Class A | 0.01% | 5,425 | $308K | New |
| DFAT Dimensional US Target Value | 0.01% | 5,926 | $307K | Add +0.2% |
| TER Teradyne Inc. | 0.01% | 2,062 | $306K | New |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.01% | 36,120 | $306K | New |
| IYK iShares US Consumer Staples | 0.01% | 4,628 | $304K | New |
| IEUS iShares MSCI Europe Small-Ca | 0.01% | 5,323 | $298K | Add +1.0% |
| VXUS Vanguard Total Intl Stock | 0.01% | 4,921 | $297K | Add +4.8% |
| VIS Vanguard Industrials ETF | 0.01% | 1,243 | $293K | New |
| FDVV Fidelity High Dividend ETF | 0.01% | 6,189 | $290K | Reduce -34.9% |
| KMB Kimberly-Clark Corp. | 0.01% | 2,069 | $288K | Add +28.4% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 2,642 | $287K | New |
| IGV iShares Expanded Tech-Softwa | 0.01% | 3,300 | $287K | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 5,102 | $281K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.01% | 4,747 | $279K | Reduce -0.3% |
| D Dominion Energy Inc. | 0.01% | 5,684 | $279K | Add +28.4% |
| MTRN Materion Corp. | 0.01% | 2,551 | $276K | New |
| BSX Boston Scientific Corp. | 0.01% | 3,564 | $274K | New |
| RPM RPM International Inc. | 0.01% | 2,534 | $273K | No change |
| RFG Invesco S&P Midcap 400 Pure | 0.01% | 5,471 | $267K | No change |
| AVUV Avantis US Small Cap Value | 0.01% | 2,971 | $267K | New |
| GLW Corning Inc. | 0.01% | 6,852 | $266K | New |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.01% | 3,020 | $264K | New |
| PRCH Porch Group Inc. | 0.01% | 175,000 | $264K | New |
| WMS Advanced Drainage Systems Inc. | 0.01% | 1,606 | $258K | New |
| ICLN iShares Global Clean Energy | 0.01% | 19,138 | $255K | Add +2.4% |
| ICVT iShares Convertible Bond ETF | 0.01% | 3,231 | $254K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 3,740 | $252K | New |
| LULU Lululemon Athletica Inc. | 0.01% | 841 | $251K | Add +10.2% |
| TFX Teleflex Inc. | 0.01% | 1,190 | $250K | Reduce -40.2% |
| CBRE CBRE Group Inc. Class A | 0.01% | 2,778 | $248K | Add +23.4% |
| CME Cme Group Inc. | 0.01% | 1,251 | $246K | Add +16.1% |
| CONSOL ENERGY INC | 0.01% | 2,400 | $245K | New |
| VMC Vulcan Materials Co. | 0.01% | 982 | $244K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 2,105 | $243K | New |
| BIIB Biogen Inc. | 0.01% | 1,033 | $239K | New |
| GDX Vaneck Gold Miners ETF | 0.01% | 7,055 | $239K | No change |
| PAYX Paychex Inc. | 0.01% | 2,018 | $239K | New |
| COR Cencora Inc. | 0.01% | 1,062 | $239K | Add +19.5% |
| HPE Hewlett Packard Enterprise | 0.01% | 11,216 | $237K | New |
| VLTO Veralto Corp. | 0.01% | 2,481 | $237K | New |
| VPU Vanguard Utilities ETF | 0.01% | 1,583 | $236K | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.01% | 8,034 | $232K | New |
| UYG Proshares Ultra Financials | 0.01% | 3,621 | $232K | No change |
| CAH Cardinal Health Inc. | 0.01% | 2,356 | $232K | New |
| NDAQ Nasdaq Inc. | 0.01% | 3,838 | $231K | New |
| GM General Motors Co. | 0.01% | 4,976 | $231K | New |
| TIP iShares Tips Bond ETF | 0.01% | 2,156 | $230K | Add +12.2% |
| CHKP Check Point Software Tech | 0.01% | 1,394 | $230K | No change |
| LCTU iShares U.S. Carbon Transiti | 0.01% | 3,868 | $230K | No change |
| CP Canadian Pacific Kansas City | 0.01% | 2,912 | $229K | New |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 1,896 | $229K | Add +17.5% |
| RACE Ferrari NV | 0.01% | 560 | $229K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.01% | 4,563 | $229K | New |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 4,245 | $225K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 1,474 | $223K | Add +6.7% |
| GTLS Chart Industries Inc. | 0.00% | 1,532 | $221K | New |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 3,461 | $220K | New |
| IEV iShares Europe ETF | 0.00% | 4,010 | $220K | Add +0.5% |
| IAU iShares Gold Trust | 0.00% | 4,994 | $219K | New |
| DECK Deckers Outdoor Corp. | 0.00% | 226 | $219K | New |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 2,234 | $216K | Add +8.2% |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 3,767 | $215K | Add +0.9% |
| XYZ Block Inc. | 0.00% | 3,277 | $211K | New |
| ODFL Old Dominion Freight Line | 0.00% | 1,193 | $211K | New |
| GDDY GoDaddy Inc. Class A | 0.00% | 1,488 | $208K | New |
| ICF iShares Select U.S. REIT ETF | 0.00% | 3,562 | $204K | New |
| TEL Te Connectivity Ltd. | 0.00% | 1,350 | $203K | New |
| APA Apa Corp. | 0.00% | 6,860 | $202K | Add +6.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 197 | $201K | New |
| SYF Synchrony Financial | 0.00% | 4,267 | $201K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 3,200 | $200K | New |
| VFC VF Corp. | 0.00% | 14,510 | $196K | New |
| SNAP Snap Inc. Class A | 0.00% | 10,833 | $180K | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.00% | 12,418 | $156K | New |
| UPWK Upwork Inc. | 0.00% | 11,590 | $125K | New |
| PAYO Payoneer Global Inc. | 0.00% | 17,000 | $94K | New |
| MX Magnachip Semiconductor Corp. | 0.00% | 16,000 | $78K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 10,382 | $77K | Add +3.1% |
| AUR Aurora Innovation Inc. | 0.00% | 24,093 | $67K | New |
| VERI Veritone Inc. | 0.00% | 27,242 | $62K | New |
| PTON Peloton Interactive Inc. Class A | 0.00% | 11,500 | $39K | No change |
| QVCG QVC Group Inc. filed as QURATE RETAIL INC | 0.00% | 34,636 | $22K | No change |
| SHCR Sharecare Inc. | 0.00% | 10,553 | $14K | New |
| 23ANDME HOLDING CO | 0.00% | 16,799 | $7K | New |