| AAPL Apple Inc. | 5.86% | 123,471 | $27.4M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 3.36% | 100,552 | $15.7M | Add +0.9% |
| AVGO Broadcom Inc. | 3.00% | 83,818 | $14.0M | Reduce -3.1% |
| MSFT Microsoft Corp. | 2.86% | 35,690 | $13.4M | Add +1.8% |
| AMZN Amazon.com Inc. | 2.69% | 66,214 | $12.6M | Add +2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.33% | 20,491 | $10.9M | Add +1.1% |
| XOM Exxon Mobil Corp. | 2.16% | 85,127 | $10.1M | Reduce -0.1% |
| PM Philip Morris International | 2.16% | 63,672 | $10.1M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 2.06% | 39,281 | $9.6M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 2.00% | 17,886 | $9.4M | Add +1.0% |
| JNJ Johnson & Johnson | 1.92% | 54,101 | $9.0M | Reduce -1.2% |
| CVX Chevron Corp. | 1.87% | 52,304 | $8.7M | Add +1.9% |
| AFL Aflac Inc. | 1.85% | 77,903 | $8.7M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 1.77% | 48,702 | $8.3M | Reduce -0.2% |
| ABBV Abbvie Inc. | 1.76% | 39,424 | $8.3M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 1.70% | 75,873 | $7.9M | Add +5.0% |
| V Visa Inc. Class A | 1.69% | 22,515 | $7.9M | Reduce -1.0% |
| IJH iShares Core S&P Midcap ETF | 1.63% | 130,673 | $7.6M | Add +1.5% |
| ETN Eaton Corp. PLC | 1.57% | 26,977 | $7.3M | Reduce -0.0% |
| RTX RTX Corp. | 1.50% | 53,141 | $7.0M | Reduce -0.5% |
| CAT Caterpillar Inc. | 1.50% | 21,243 | $7.0M | Add +0.1% |
| LOW Lowe's Cos Inc. | 1.35% | 27,100 | $6.3M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.23% | 53,025 | $5.7M | Reduce -25.3% |
| KO The Coca-Cola Co. | 1.23% | 80,111 | $5.7M | Add +0.5% |
| WMT Walmart Inc. | 1.22% | 65,127 | $5.7M | Reduce -0.1% |
| PEP Pepsico Inc. | 1.22% | 38,074 | $5.7M | Add +2.8% |
| NEE Nextera Energy Inc. | 1.20% | 79,222 | $5.6M | Add +4.8% |
| AMAT Applied Materials Inc. | 1.09% | 35,245 | $5.1M | Add +1.0% |
| CB Chubb Ltd. | 1.03% | 15,900 | $4.8M | Add +1.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.94% | 55,088 | $4.4M | Reduce -0.1% |
| HD Home Depot Inc. | 0.91% | 11,593 | $4.2M | Add +0.0% |
| INTF iShares International Equity | 0.90% | 136,969 | $4.2M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.89% | 46,163 | $4.1M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.85% | 5 | $4.0M | No change |
| MO Altria Group Inc. | 0.82% | 63,636 | $3.8M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.79% | 37,430 | $3.7M | Add +1.7% |
| PSX Phillips 66 | 0.70% | 26,487 | $3.3M | Reduce -2.7% |
| TMUS T-Mobile US Inc. | 0.66% | 11,570 | $3.1M | Reduce -6.0% |
| MCD McDonald's Corp. | 0.66% | 9,867 | $3.1M | No change |
| META Meta Platforms Inc. Class A | 0.64% | 5,190 | $3.0M | Add +20.4% |
| NOW ServiceNow Inc. | 0.63% | 3,704 | $2.9M | Reduce -2.0% |
| AMGN Amgen Inc. | 0.63% | 9,414 | $2.9M | Add +0.8% |
| UNP Union Pacific Corp. | 0.63% | 12,392 | $2.9M | Add +2.8% |
| NSC Norfolk Southern Corp. | 0.62% | 12,215 | $2.9M | No change |
| AEP American Electric Power | 0.61% | 26,227 | $2.9M | Add +1.7% |
| ORCL Oracle Corp. | 0.61% | 20,459 | $2.9M | Add +5.0% |
| QCOM Qualcomm Inc. | 0.60% | 18,195 | $2.8M | Reduce -2.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.59% | 54,474 | $2.8M | Add +6.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.57% | 16,173 | $2.7M | Add +4.3% |
| AEM Agnico Eagle Mines Ltd. | 0.57% | 24,668 | $2.7M | Add +6.0% |
| VIG Vanguard Dividend Apprec ETF | 0.57% | 13,735 | $2.7M | Reduce -1.2% |
| FDX FedEx Corp. | 0.57% | 10,880 | $2.7M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 0.56% | 15,283 | $2.6M | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 0.56% | 20,415 | $2.6M | Reduce -0.1% |
| FCX Freeport-McMoran Inc. | 0.54% | 66,153 | $2.5M | Reduce -8.6% |
| NOC Northrop Grumman Corp. | 0.52% | 4,749 | $2.4M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 4,883 | $2.4M | Add +4.0% |
| TSCO Tractor Supply Company | 0.51% | 43,569 | $2.4M | Reduce -0.0% |
| ADP Automatic Data Processing | 0.49% | 7,583 | $2.3M | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.46% | 96,827 | $2.2M | Add +2.3% |
| MDLZ Mondelez International Inc. Class A | 0.46% | 31,870 | $2.2M | Add +1.1% |
| SO The Southern Co. | 0.46% | 23,459 | $2.2M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.46% | 5,563 | $2.1M | Reduce -5.8% |
| AXP American Express Co. | 0.45% | 7,805 | $2.1M | Add +2.3% |
| DELL Dell Technologies -C | 0.43% | 21,882 | $2.0M | Add +13.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.43% | 27,094 | $2.0M | Add +3.2% |
| CSX CSX Corp. | 0.42% | 67,570 | $2.0M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.42% | 14,950 | $2.0M | Reduce -0.2% |
| HON Honeywell International Inc. | 0.42% | 9,242 | $2.0M | Reduce -0.1% |
| GD General Dynamics Corp. | 0.42% | 7,154 | $2.0M | Reduce -3.1% |
| CSCO Cisco Systems Inc. | 0.42% | 31,545 | $1.9M | Reduce -4.3% |
| CMCSA Comcast Corp. Class A | 0.40% | 50,460 | $1.9M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 0.37% | 1,841 | $1.7M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 6,799 | $1.7M | Add +2.8% |
| BA The Boeing Co. | 0.36% | 9,857 | $1.7M | Add +1.8% |
| WFC Wells Fargo & Co. | 0.35% | 23,127 | $1.7M | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.35% | 23,311 | $1.7M | Reduce -23.0% |
| VST Vistra Corp. | 0.35% | 13,755 | $1.6M | Add +3.9% |
| MDT Medtronic PLC | 0.34% | 17,814 | $1.6M | Add +2.0% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 25,715 | $1.6M | No change |
| VGT Vanguard Info Tech ETF | 0.33% | 2,883 | $1.6M | Reduce -2.8% |
| BTI British American Tob-SP ADR | 0.32% | 36,480 | $1.5M | Add +59.3% |
| AZO AutoZone Inc. | 0.32% | 394 | $1.5M | Add +3.1% |
| INTU Intuit Inc. | 0.32% | 2,441 | $1.5M | Add +1.2% |
| IAU iShares Gold Trust | 0.32% | 25,204 | $1.5M | Add +5.5% |
| AER Aercap Holdings NV | 0.30% | 13,861 | $1.4M | Add +9.3% |
| UBER Uber Technologies Inc. | 0.30% | 19,316 | $1.4M | Add +25.7% |
| NUV Nuveen Municipal Value | 0.30% | 159,375 | $1.4M | Reduce -3.7% |
| LNTH Lantheus Holdings Inc. | 0.30% | 14,234 | $1.4M | Add +11.2% |
| DEO Diageo PLC-Sponsored ADR | 0.29% | 13,075 | $1.4M | Reduce -4.5% |
| LHX L3HARRIS Technologies Inc. | 0.29% | 6,524 | $1.4M | Add +13.3% |
| ADC Agree Realty Corp. | 0.29% | 17,511 | $1.4M | Add +10.2% |
| GS Goldman Sachs Group Inc. | 0.29% | 2,453 | $1.3M | Add +6.3% |
| SCHP Schwab U.S. Tips ETF | 0.28% | 48,920 | $1.3M | Reduce -4.3% |
| MU Micron Technology Inc. | 0.26% | 14,202 | $1.2M | Add +14.8% |
| C Citigroup Inc. | 0.26% | 17,203 | $1.2M | Add +21.1% |
| VLO Valero Energy Corp. | 0.25% | 8,946 | $1.2M | Reduce -0.1% |
| IGV iShares Expanded Tech-Softwa | 0.25% | 13,243 | $1.2M | Reduce -0.5% |
| DVY iShares Select Dividend ETF | 0.25% | 8,626 | $1.2M | Add +1.2% |
| PFE Pfizer Inc. | 0.25% | 45,708 | $1.2M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.24% | 2,215 | $1.1M | Reduce -0.5% |
| ZTS Zoetis Inc. | 0.24% | 6,778 | $1.1M | Reduce -4.9% |
| BKNG Booking Holdings Inc. | 0.23% | 232 | $1.1M | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.23% | 10,265 | $1.1M | Reduce -0.6% |
| GLW Corning Inc. | 0.22% | 22,215 | $1.0M | Reduce -10.2% |
| FISV Fiserv Inc. | 0.18% | 3,815 | $842K | Reduce -9.2% |
| STZ Constellation Brands Inc. Class A | 0.17% | 4,428 | $813K | Reduce -43.4% |
| DVN Devon Energy Corp. | 0.17% | 21,383 | $800K | Reduce -20.8% |
| MTBA Simplify MBS ETF | 0.17% | 15,727 | $789K | Add +1210.6% |
| IGM iShares Expanded Tech Sector | 0.16% | 8,048 | $730K | Add +4.0% |
| NFLX Netflix Inc. | 0.15% | 770 | $718K | Add +15.3% |
| CTVA Corteva Inc. | 0.15% | 10,911 | $687K | Reduce -2.9% |
| SCHW Schwab (charles) Corp. | 0.14% | 8,625 | $675K | Add +1.2% |
| NEM Newmont Corp. | 0.14% | 13,937 | $673K | Add +0.4% |
| MMM 3M Co. | 0.14% | 4,525 | $665K | Add +4.6% |
| TGT Target Corp. | 0.14% | 6,363 | $664K | Add +2.3% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 3,242 | $649K | No change |
| INGR Ingredion Inc. | 0.13% | 4,660 | $630K | No change |
| IWB iShares Russell 1000 ETF | 0.13% | 2,000 | $613K | No change |
| CL Colgate-Palmolive Co. | 0.13% | 6,288 | $589K | Add +7.9% |
| EMR Emerson Electric Co. | 0.12% | 5,292 | $580K | Add +7.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 12,850 | $536K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 4,383 | $534K | Add +5.7% |
| AR Antero Resources Corp. | 0.11% | 13,081 | $529K | New |
| CRM Salesforce Inc. | 0.11% | 1,942 | $521K | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 6,850 | $518K | Add +470.8% |
| KMB Kimberly-Clark Corp. | 0.11% | 3,581 | $509K | Reduce -7.7% |
| TCHP T Rowe Price Blue Chip Growt | 0.11% | 13,260 | $505K | Reduce -1.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.11% | 11,927 | $499K | Add +4.3% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.10% | 6,209 | $484K | Reduce -2.4% |
| EPD Enterprise Products Partners | 0.10% | 14,170 | $484K | Add +7.6% |
| VZ Verizon Communications Inc. | 0.10% | 10,364 | $470K | Add +10.7% |
| IEMG iShares Core MSCI Emerging | 0.10% | 8,515 | $460K | Add +52.0% |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,505 | $450K | Reduce -0.5% |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 2,606 | $445K | Add +2.6% |
| T AT&T Inc. | 0.09% | 14,903 | $421K | No change |
| KKR KKR & Co. Inc. | 0.09% | 3,555 | $411K | No change |
| NTR Nutrien Ltd. | 0.09% | 8,190 | $407K | Reduce -0.8% |
| O Realty Income Corp. | 0.09% | 6,903 | $400K | Add +12.2% |
| HDV iShares Core High Dividend E | 0.08% | 3,025 | $366K | No change |
| CP Canadian Pacific Kansas City | 0.08% | 5,049 | $354K | No change |
| KHC The Kraft Heinz Co. | 0.07% | 11,447 | $348K | Reduce -8.1% |
| IWO iShares Russell 2000 Growth | 0.07% | 1,340 | $342K | No change |
| HSY The Hershey Co. | 0.07% | 2,000 | $342K | No change |
| ANET Arista Networks Inc. | 0.07% | 4,350 | $337K | New |
| ATI Ati Inc. | 0.07% | 6,407 | $333K | No change |
| CI The Cigna Group | 0.07% | 1,013 | $333K | No change |
| GDX Vaneck Gold Miners ETF | 0.07% | 7,207 | $331K | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.07% | 2,607 | $318K | Reduce -6.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 1,177 | $304K | Add +695.3% |
| INDA iShares MSCI India ETF | 0.06% | 5,840 | $301K | Add +145.9% |
| PANW Palo Alto Networks Inc. | 0.06% | 1,676 | $286K | Add +4.8% |
| INTC Intel Corp. | 0.06% | 12,500 | $284K | Reduce -2.0% |
| D Dominion Energy Inc. | 0.06% | 4,973 | $279K | No change |
| NUE Nucor Corp. | 0.06% | 2,275 | $274K | No change |
| MA Mastercard Inc. Class A | 0.06% | 494 | $271K | Add +8.6% |
| GOOGL Alphabet Inc. Class A | 0.06% | 1,737 | $269K | Add +26.8% |
| DD Dupont DE Nemours Inc. | 0.05% | 3,440 | $257K | Reduce -22.5% |
| HAL Halliburton Co. | 0.05% | 9,980 | $253K | No change |
| TFI SS SPDR N Ice Muni Bond ETF | 0.05% | 5,500 | $248K | No change |
| GEV GE Vernova Inc. | 0.05% | 810 | $247K | No change |
| VNQ Vanguard Real Estate ETF | 0.05% | 2,683 | $243K | Add +9.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 565 | $237K | No change |
| SW Smurfit Westrock PLC | 0.05% | 5,090 | $229K | Add +8.5% |
| COP Conocophillips | 0.05% | 2,176 | $229K | Add +6.2% |
| FIS Fidelity National Info Serv | 0.05% | 3,040 | $227K | Reduce -66.7% |
| TRV The Travelers Cos Inc. | 0.05% | 850 | $225K | Add +13.3% |
| LYB Lyondellbasell Indu Class A | 0.05% | 3,160 | $222K | Reduce -4.1% |
| OTIS Otis Worldwide Corp. | 0.04% | 1,956 | $202K | Reduce -0.3% |
| MUSA Murphy USA Inc. | 0.04% | 390 | $183K | No change |
| IIM Invesco Value Municipal Inco | 0.04% | 15,300 | $183K | Reduce -1.9% |
| DAL Delta Air Lines Inc. | 0.04% | 4,200 | $183K | No change |
| XMVFX BlackRock Munivest Fund | 0.04% | 25,650 | $180K | Reduce -4.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.04% | 869 | $176K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 2,164 | $171K | Add +3.0% |
| NOBL Proshares S&P 500 Dividend A | 0.04% | 1,668 | $170K | No change |
| BND Vanguard Total Bond Market | 0.04% | 2,318 | $170K | New |
| YUM Yum! Brands Inc. | 0.03% | 1,000 | $157K | Reduce -7.4% |
| IQI Invesco Quality Muni Inc. TR | 0.03% | 15,900 | $154K | Reduce -15.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.03% | 1,591 | $149K | Add +218.2% |
| IWM iShares Russell 2000 ETF | 0.03% | 745 | $149K | Add +6.4% |
| SCHG Schwab US Large-Cap Growth | 0.03% | 5,740 | $144K | Reduce -23.0% |
| OXY Occidental Petroleum Corp. | 0.03% | 2,787 | $138K | No change |
| PH Parker Hannifin Corp. | 0.03% | 217 | $132K | Add +8.5% |
| CARR Carrier Global Corp. | 0.03% | 2,005 | $127K | Reduce -16.6% |
| DOW Dow Inc. | 0.03% | 3,553 | $124K | Add +16.4% |
| CEG Constellation Energy | 0.03% | 583 | $118K | Reduce -5.4% |
| PRU Prudential Financial Inc. | 0.03% | 1,050 | $117K | Add +31.3% |
| MS Morgan Stanley | 0.02% | 1,000 | $117K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 313 | $116K | New |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 768 | $104K | No change |
| WM Waste Management Inc. | 0.02% | 450 | $104K | No change |
| TRMK Trustmark Corp. | 0.02% | 3,000 | $103K | No change |
| PYPL PayPal Holdings Inc. | 0.02% | 1,585 | $103K | Add +922.6% |
| LMT Lockheed Martin Corp. | 0.02% | 231 | $103K | Add +99.1% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 925 | $103K | No change |
| DG Dollar General Corp. | 0.02% | 1,160 | $102K | Reduce -37.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 178 | $100K | No change |
| KIM Kimco Realty Corp. | 0.02% | 4,660 | $99K | Reduce -2.5% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.02% | 8,700 | $97K | No change |
| BDX Becton Dickinson and Co. | 0.02% | 416 | $95K | No change |
| DHS Wisdomtree US High Dividend | 0.02% | 939 | $93K | New |
| CINF Cincinnati Financial Corp. | 0.02% | 630 | $93K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.02% | 800 | $91K | No change |
| MDY State Street SPDR S&P Midcap | 0.02% | 168 | $90K | New |
| GPC Genuine Parts Co. | 0.02% | 750 | $89K | Add +50.0% |
| EZU iShares MSCI Eurozone ETF | 0.02% | 1,649 | $88K | New |
| SYY Sysco Corp. | 0.02% | 1,169 | $88K | No change |
| SHEL Shell PLC-ADR | 0.02% | 1,147 | $84K | Reduce -14.8% |
| LIN Linde PLC | 0.02% | 176 | $82K | Reduce -22.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 1,100 | $79K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.02% | 280 | $79K | Reduce -11.1% |
| VHT Vanguard Health Care ETF | 0.02% | 298 | $79K | No change |
| SCHV Schwab US Large-Cap Value | 0.02% | 2,965 | $79K | Reduce -17.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.02% | 664 | $79K | No change |
| EXE Expand Energy Corp. | 0.02% | 688 | $77K | Reduce -82.3% |
| EXC Exelon Corp. | 0.02% | 1,650 | $76K | No change |
| ET Energy Transfer LP | 0.02% | 4,000 | $74K | Add +100.0% |
| SBUX Starbucks Corp. | 0.02% | 755 | $74K | No change |
| CADE Cadence Bank | 0.02% | 2,422 | $74K | No change |
| GEHC GE Healthcare Technology | 0.02% | 884 | $71K | No change |
| CVS CVS Health Corp. | 0.02% | 1,050 | $71K | Reduce -48.8% |
| ACN Accenture PLC Class A | 0.01% | 225 | $70K | Add +144.6% |
| IEF iShares 7-10 Year Treasury B | 0.01% | 734 | $70K | New |
| HCA HCA Healthcare Inc. | 0.01% | 200 | $69K | No change |
| SBR Sabine Royalty Trust | 0.01% | 1,000 | $68K | No change |
| AGG iShares Core U.S. Aggregate | 0.01% | 673 | $67K | Add +124.3% |
| AMLP Alerian MLP ETF | 0.01% | 1,260 | $65K | No change |
| SCHH Schwab US REIT ETF | 0.01% | 3,023 | $65K | New |
| TXN Texas Instruments Inc. | 0.01% | 355 | $64K | Add +19.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 200 | $62K | No change |
| WMB Williams Cos Inc. | 0.01% | 1,000 | $60K | New |
| SCHX Schwab US Large-Cap ETF | 0.01% | 2,688 | $59K | No change |
| COF Capital One Financial Corp. | 0.01% | 328 | $59K | Add +25.7% |
| XLV SS Health Care Select Sector | 0.01% | 400 | $58K | Add +14.3% |
| CFG Citizens Financial Group | 0.01% | 1,300 | $53K | Add +333.3% |
| BLK BlackRock Inc. | 0.01% | 56 | $53K | No change |
| USB US Bancorp | 0.01% | 1,244 | $53K | Add +180.2% |
| HYTR Counterpoint Hi YLD ETF | 0.01% | 2,370 | $52K | New |
| STLD Steel Dynamics Inc. | 0.01% | 400 | $50K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 400 | $50K | No change |
| VBF Invesco Bond Fund | 0.01% | 3,200 | $49K | No change |
| WTRG Essential Utilities Inc. | 0.01% | 1,250 | $49K | Reduce -41.9% |
| BX Blackstone Inc. | 0.01% | 352 | $49K | No change |
| FLOT iShares Floating Rate Bond E | 0.01% | 948 | $48K | New |
| TD Toronto-Dominion Bank | 0.01% | 800 | $48K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 880 | $46K | No change |
| EW Edwards Lifesciences Corp. | 0.01% | 625 | $45K | New |
| RPV Invesco S&P 500 Pure Value E | 0.01% | 490 | $45K | Reduce -1.0% |
| DE Deere & Co. | 0.01% | 95 | $45K | New |
| ED Consolidated Edison Inc. | 0.01% | 400 | $44K | No change |
| LRCX Lam Research Corp. | 0.01% | 603 | $44K | Add +34.0% |
| TSEM Tower Semiconductor Ltd. | 0.01% | 1,200 | $42K | No change |
| GSK GSK PLC-Spon ADR | 0.01% | 1,081 | $42K | No change |
| EVN Eaton Vance Muni Inc. TR | 0.01% | 4,000 | $41K | No change |
| FITB Fifth Third Bancorp | 0.01% | 1,000 | $39K | New |
| DGX Quest Diagnostics Inc. | 0.01% | 230 | $39K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 258 | $38K | No change |
| IP International Paper Co. | 0.01% | 700 | $37K | New |
| NVG Nuveen Amt-FR Muni CRDT | 0.01% | 3,000 | $37K | No change |
| OLN Olin Corp. | 0.01% | 1,515 | $37K | Reduce -69.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.01% | 1,343 | $37K | New |
| MET Metlife Inc. | 0.01% | 450 | $36K | No change |
| IWF iShares Russell 1000 Growth | 0.01% | 100 | $36K | No change |
| OLED Universal Display Corp. | 0.01% | 250 | $35K | No change |
| LLY Eli Lilly & Co. | 0.01% | 42 | $35K | Add +180.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 122 | $34K | New |
| APD Air Products & Chemicals Inc. | 0.01% | 112 | $33K | Add +833.3% |
| VTRS Viatris Inc. | 0.01% | 3,773 | $33K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 187 | $32K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 185 | $32K | No change |
| HES Hess Corp. | 0.01% | 200 | $32K | No change |
| PFF iShares Preferred & Income S | 0.01% | 1,000 | $31K | New |
| GOVT iShares US Treasury Bond ETF | 0.01% | 1,333 | $31K | New |
| LULU Lululemon Athletica Inc. | 0.01% | 108 | $31K | Reduce -93.1% |
| NOV Nov Inc. | 0.01% | 2,000 | $30K | No change |
| GDXJ Vaneck Junior Gold Miners | 0.01% | 500 | $29K | No change |
| XME SS SPDR S&P Metals Mining | 0.01% | 500 | $28K | No change |
| AGCO Agco Corp. | 0.01% | 300 | $28K | Add +400.0% |
| UPS United Parcel Service Class B | 0.01% | 250 | $27K | Add +525.0% |
| STT State Street Corp. | 0.01% | 300 | $27K | Reduce -25.0% |
| EGP Eastgroup Properties Inc. | 0.01% | 150 | $26K | New |
| HR Healthcare Realty Trust Inc. | 0.01% | 1,543 | $26K | No change |
| VPU Vanguard Utilities ETF | 0.01% | 152 | $26K | New |
| ROK Rockwell Automation Inc. | 0.01% | 100 | $26K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 140 | $25K | No change |
| VRSN Verisign Inc. | 0.01% | 97 | $25K | No change |
| FBIN Fortune Brands Innovations I | 0.01% | 400 | $24K | New |
| ENB Enbridge Inc. | 0.01% | 536 | $24K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 280 | $23K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.00% | 49 | $23K | Reduce -19.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 250 | $23K | New |
| IVV iShares Core S&P 500 ETF | 0.00% | 40 | $22K | No change |
| MKL Markel Group Inc. | 0.00% | 12 | $22K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 777 | $22K | No change |
| OC Owens Corning | 0.00% | 154 | $22K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 200 | $22K | No change |
| UL Unilever PLC | 0.00% | 358 | $21K | No change |
| BSX Boston Scientific Corp. | 0.00% | 209 | $21K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 300 | $21K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 100 | $21K | No change |
| MBB iShares MBS ETF | 0.00% | 218 | $20K | New |
| FVD First Trust Value Line DVD | 0.00% | 450 | $20K | No change |
| QSR Restaurant Brands Intern | 0.00% | 300 | $20K | New |
| GM General Motors Co. | 0.00% | 425 | $20K | No change |
| ELV Elevance Health Inc. | 0.00% | 45 | $20K | New |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 531 | $19K | No change |
| BIP Brookfield Infrastructure Pa | 0.00% | 622 | $19K | No change |
| PPL PPL Corp. | 0.00% | 509 | $18K | No change |
| SPGI S&P Global Inc. | 0.00% | 35 | $18K | New |
| TU Telus Corp. | 0.00% | 1,200 | $17K | No change |
| ATO Atmos Energy Corp. | 0.00% | 110 | $17K | Reduce -12.0% |
| BF.B Brown-Forman Corp. Class B | 0.00% | 500 | $17K | No change |
| XLE SS Energy Select Sector | 0.00% | 180 | $17K | Add +38.5% |
| WSM Williams-Sonoma Inc. | 0.00% | 100 | $16K | No change |
| FAST Fastenal Co. | 0.00% | 202 | $16K | No change |
| CNQ Canadian Natural Resources | 0.00% | 500 | $15K | New |
| PNC PNC Financial Services Group | 0.00% | 83 | $15K | No change |
| TALO Talos Energy Inc. | 0.00% | 1,500 | $15K | Reduce -25.0% |
| NGG National Grid PLC-SP ADR | 0.00% | 219 | $14K | No change |
| HUN Huntsman Corp. | 0.00% | 900 | $14K | No change |
| MTD Mettler-Toledo International | 0.00% | 12 | $14K | No change |
| JCI Johnson Controls Internation | 0.00% | 175 | $14K | No change |
| VTR Ventas Inc. | 0.00% | 194 | $13K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 38 | $13K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 58 | $13K | New |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 103 | $13K | New |
| WBD Warner Bros Discovery Inc. | 0.00% | 1,217 | $13K | No change |
| WELL Welltower Inc. | 0.00% | 83 | $13K | No change |
| XLI SS Industrial Select Sector | 0.00% | 97 | $13K | Add +94.0% |
| HLN Haleon PLC-ADR | 0.00% | 1,225 | $13K | No change |
| NWL Newell Brands Inc. | 0.00% | 2,000 | $12K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 68 | $12K | New |
| A Agilent Technologies Inc. | 0.00% | 100 | $12K | No change |
| CHIQ Global X MSCI China Consumer | 0.00% | 500 | $11K | No change |
| JPC Nuveen Prefered & Income Opp | 0.00% | 1,400 | $11K | No change |
| POOL Pool Corp. | 0.00% | 35 | $11K | No change |
| KLAC KLA Corp. | 0.00% | 16 | $11K | New |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 400 | $11K | New |
| TT Trane Technologies PLC | 0.00% | 32 | $11K | No change |
| WCC Wesco International Inc. | 0.00% | 69 | $11K | No change |
| MBC Masterbrand Inc. | 0.00% | 800 | $10K | Add +100.0% |
| KTOS Kratos Defense & Security | 0.00% | 350 | $10K | Add +40.0% |
| VCIT Vanguard Int-Term Corporate | 0.00% | 125 | $10K | New |
| LPLA LPL Financial Holdings Inc. | 0.00% | 31 | $10K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 200 | $10K | New |
| BP BP PLC-Spons ADR | 0.00% | 295 | $10K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 293 | $10K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.00% | 125 | $9K | New |
| SWBI Smith & Wesson Brands Inc. | 0.00% | 1,000 | $9K | New |
| CPB The Campbell's Company | 0.00% | 225 | $9K | No change |
| ICLR Icon PLC | 0.00% | 50 | $9K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 899 | $8K | No change |
| BBDC Barings BDC Inc. | 0.00% | 879 | $8K | Reduce -6.4% |
| PLD Prologis Inc. | 0.00% | 75 | $8K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 83 | $8K | New |
| VONV Vanguard Russell 1000 Value | 0.00% | 95 | $8K | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 125 | $8K | No change |
| MCHI iShares MSCI China ETF | 0.00% | 140 | $8K | New |
| IUSV iShares Core S&P U.S. Value | 0.00% | 78 | $7K | New |
| PCT Purecycle Technologies Inc. | 0.00% | 1,009 | $7K | No change |
| XLF SS Financial Select Sector | 0.00% | 136 | $7K | Add +126.7% |
| FPF First TR Interm Dur & Inc. | 0.00% | 365 | $7K | No change |
| ADI Analog Devices Inc. | 0.00% | 33 | $7K | No change |
| VDE Vanguard Energy ETF | 0.00% | 50 | $6K | No change |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.00% | 253 | $6K | New |
| CCI Crown Castle Inc. | 0.00% | 60 | $6K | No change |
| TSLA Tesla Inc. | 0.00% | 24 | $6K | No change |
| SOLV Solventum Corp. | 0.00% | 81 | $6K | No change |
| VTIP Vanguard Short-Term Tips | 0.00% | 123 | $6K | New |
| XLY SS Consumer Disc Select Sect | 0.00% | 30 | $6K | New |
| DAR Darling Ingredients Inc. | 0.00% | 189 | $6K | No change |
| PAYX Paychex Inc. | 0.00% | 38 | $6K | No change |
| KRE SS SPDR S&P Regional Bank | 0.00% | 100 | $6K | New |
| IHI iShares U.S. Medical Devices | 0.00% | 90 | $5K | New |
| USHY iShares Broad Usd High Yield | 0.00% | 143 | $5K | New |
| REGN Regeneron Pharmaceuticals | 0.00% | 8 | $5K | No change |
| SCHD Schwab US DVD Equity ETF | 0.00% | 180 | $5K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 75 | $5K | No change |
| CC The Chemours Co. | 0.00% | 320 | $4K | No change |
| IGF iShares Global Infrastructur | 0.00% | 75 | $4K | New |
| PDBC Invesco Optimum Yield Divers | 0.00% | 300 | $4K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 50 | $4K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 43 | $4K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 71 | $4K | New |
| JNK SS SPDR BB High Yield Bond | 0.00% | 41 | $4K | New |
| GXO Gxo Logistics Inc. | 0.00% | 99 | $4K | No change |
| XLB SS Materials Select Sector | 0.00% | 44 | $4K | Reduce -74.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 46 | $4K | New |
| BGS B&G Foods Inc. | 0.00% | 285 | $2K | No change |
| CCL Carnival Corp. | 0.00% | 100 | $2K | No change |
| CBRL Cracker Barrel Old Country | 0.00% | 50 | $2K | Reduce -80.0% |
| RBA RB Global Inc. | 0.00% | 15 | $2K | No change |
| BIZD Vaneck BDC Income ETF | 0.00% | 50 | $838 | No change |
| XYZ Block Inc. | 0.00% | 15 | $815 | No change |
| NAT Nordic American Tankers Ltd. | 0.00% | 310 | $763 | Reduce -8.8% |
| VYX NCR Voyix Corp. | 0.00% | 62 | $605 | No change |
| NSLR Neostellar Capital Corp. filed as SURO CAPITAL CORP | 0.00% | 78 | $388 | No change |
| TDOC Teladoc Health Inc. | 0.00% | 20 | $159 | No change |