| VUG Vanguard Mrngstar GR ETF-Sui | 16.56% | 350,002 | $31.5M | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 15.09% | 132,982 | $28.7M | Add +1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 9.23% | 89,837 | $17.6M | Add +3.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 8.43% | 54,983 | $16.1M | Add +1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 6.18% | 50,907 | $11.8M | Add +8.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 4.25% | 23,977 | $8.1M | Add +7.2% |
| IJT iShares S&P Small-Cap 600 GR | 4.09% | 48,601 | $7.8M | Add +1.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.41% | 67,024 | $6.5M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.77% | 7,130 | $5.3M | Add +1.1% |
| IJS iShares S&P Small-Cap 600 Va | 2.64% | 39,297 | $5.0M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.80% | 9,144 | $3.4M | Add +2.3% |
| EFG iShares MSCI Eafe Growth ETF | 1.34% | 21,284 | $2.6M | Add +17.4% |
| VNQ Vanguard Real Estate ETF | 1.34% | 28,440 | $2.5M | Add +1.7% |
| IEMG iShares Core MSCI Emerging | 1.29% | 30,204 | $2.5M | Add +4.8% |
| EFV iShares MSCI Eafe Value ETF | 1.25% | 30,112 | $2.4M | Add +15.8% |
| ITOT iShares Core S&P Total U.S. | 0.92% | 10,567 | $1.8M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 3,524 | $1.8M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.79% | 5,762 | $1.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.78% | 2 | $1.5M | No change |
| IVW iShares S&P 500 Growth ETF | 0.72% | 9,583 | $1.4M | Add +0.0% |
| AAPL Apple Inc. | 0.71% | 4,051 | $1.3M | Reduce -7.5% |
| SCHX Schwab US Large-Cap ETF | 0.70% | 44,635 | $1.3M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 16,118 | $1.3M | Add +3.3% |
| AXP American Express Co. | 0.59% | 3,683 | $1.1M | No change |
| CSRE C&S Real Estate Active ETF | 0.56% | 40,177 | $1.1M | Add +46.2% |
| BA The Boeing Co. | 0.52% | 5,372 | $999K | No change |
| EMR Emerson Electric Co. | 0.45% | 5,529 | $858K | Add +0.5% |
| PEP Pepsico Inc. | 0.44% | 6,577 | $833K | Add +5.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.43% | 2,901 | $825K | Add +2.8% |
| IVV iShares Core S&P 500 ETF | 0.40% | 1,002 | $767K | Add +10.8% |
| PG The Procter & Gamble Co. | 0.38% | 4,971 | $722K | No change |
| SCHD Schwab US DVD Equity ETF | 0.36% | 21,000 | $683K | No change |
| TPR Tapestry Inc. | 0.36% | 5,889 | $677K | No change |
| GOOGL Alphabet Inc. Class A | 0.33% | 1,819 | $626K | No change |
| ABT Abbott Laboratories | 0.32% | 6,133 | $606K | No change |
| NVDA Nvidia Corp. | 0.29% | 2,436 | $556K | Reduce -15.5% |
| IVE iShares S&P 500 Value ETF | 0.27% | 2,282 | $521K | No change |
| DFAT Dimensional US Target Value | 0.25% | 7,236 | $481K | Reduce -8.9% |
| MSFT Microsoft Corp. | 0.25% | 920 | $472K | Reduce -9.9% |
| DFIV Dimensional International Va | 0.22% | 7,428 | $415K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.20% | 2,807 | $386K | Add +61.8% |
| DFAX Dimensional World Ex US Core | 0.20% | 10,035 | $371K | No change |
| CVS CVS Health Corp. | 0.19% | 4,280 | $367K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.19% | 3,250 | $356K | Add +0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.19% | 2,570 | $354K | Add +67.4% |
| PNC PNC Financial Services Group | 0.18% | 1,576 | $350K | No change |
| AMP Ameriprise Financial Inc. | 0.18% | 696 | $343K | Reduce -4.9% |
| RSPT Invesco S&P 500 Equal Weight | 0.17% | 5,000 | $329K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.17% | 899 | $316K | Add +38.7% |
| SCHF Schwab Intl Equity ETF | 0.17% | 11,476 | $315K | Add +46.1% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 4,996 | $312K | No change |
| IJH iShares Core S&P Midcap ETF | 0.15% | 4,097 | $295K | Add +0.1% |
| DSTL Distillate US Fundamental St | 0.15% | 4,553 | $291K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.15% | 1,131 | $281K | Add +0.3% |
| SCHM Schwab US Mid Cap ETF | 0.14% | 8,103 | $276K | Add +0.1% |
| XLK SS Technology Select Sector | 0.14% | 1,384 | $271K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,150 | $253K | Add +4.5% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,999 | $250K | New |
| PM Philip Morris International | 0.12% | 1,243 | $237K | No change |
| IWN iShares Russell 2000 Value E | 0.12% | 1,106 | $232K | New |
| PWR Quanta Services Inc. | 0.12% | 348 | $224K | Reduce -12.6% |
| AVGO Broadcom Inc. | 0.12% | 630 | $221K | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 284 | $217K | New |
| DEM Wisdomtree Emerging Markets | 0.11% | 3,816 | $211K | Add +0.6% |
| NFLX Netflix Inc. | 0.11% | 2,894 | $201K | New |
| EFA iShares MSCI Eafe ETF | 0.11% | 1,928 | $200K | New |
| TWI Titan International Inc. | 0.10% | 28,984 | $197K | Add +44.3% |
| CSCO Cisco Systems Inc. | 0.09% | 1,650 | $178K | Reduce -13.2% |
| VOO Vanguard S&P 500 ETF | 0.09% | 250 | $175K | New |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 1,051 | $169K | New |
| MO Altria Group Inc. | 0.09% | 2,480 | $167K | New |
| PYLD PIMCO Multisector Bond Actv | 0.09% | 6,450 | $164K | Reduce -16.0% |
| FTNT Fortinet Inc. | 0.08% | 851 | $152K | New |
| ETN Eaton Corp. PLC | 0.08% | 341 | $147K | New |
| VYM Vanguard High DVD Yield ETF | 0.07% | 915 | $142K | New |
| MRSH Marsh & McLennan Cos | 0.07% | 791 | $135K | New |
| CAT Caterpillar Inc. | 0.07% | 156 | $126K | Reduce -24.3% |
| XLV SS Health Care Select Sector | 0.06% | 728 | $123K | New |
| IBTM iShares Ibnds Dec 2032 TT | 0.06% | 5,637 | $123K | New |
| VFLO Victoryshares Free Cash Flow | 0.06% | 2,392 | $122K | New |
| COST Costco Wholesale Corp. | 0.06% | 133 | $121K | New |
| DBND Doubleline Oppor Cor BND-Usd | 0.06% | 2,696 | $117K | New |
| AMZN Amazon.com Inc. | 0.06% | 450 | $112K | New |
| DFCF Dimensional Core Fixed Inc. | 0.05% | 2,471 | $99K | New |
| MMM 3M Co. | 0.05% | 590 | $97K | New |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 407 | $95K | New |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 1,229 | $94K | New |
| XLF SS Financial Select Sector | 0.05% | 1,727 | $92K | New |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 136 | $92K | New |
| META Meta Platforms Inc. Class A | 0.05% | 120 | $87K | New |
| IWO iShares Russell 2000 Growth | 0.05% | 242 | $86K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.04% | 1,216 | $84K | New |
| JSCP JPMorgan Short Duration Core | 0.04% | 1,801 | $83K | New |
| JPM JPMorgan Chase & Co. | 0.04% | 250 | $83K | New |
| AVUV Avantis US Small Cap Value | 0.04% | 701 | $83K | New |
| IBGM iShares Ibond Dec 2056 T ETF | 0.04% | 3,530 | $79K | New |
| APO Apollo Global Management Inc. | 0.04% | 681 | $79K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 947 | $79K | New |
| REGN Regeneron Pharmaceuticals | 0.04% | 100 | $76K | New |
| IWY iShares Russell Top 200 Grow | 0.04% | 257 | $76K | New |
| XLY SS Consumer Disc Select Sect | 0.04% | 675 | $73K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.04% | 865 | $73K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.04% | 1,936 | $71K | New |
| UNH Unitedhealth Group Inc. | 0.04% | 191 | $70K | New |
| DE Deere & Co. | 0.04% | 100 | $67K | New |
| NOBL Proshares S&P 500 Dividend A | 0.03% | 1,230 | $67K | New |
| BRIE MFS BR Intl Equity ETF filed as MFS ACTIVE EXCHANGE TRADED F | 0.03% | 2,188 | $66K | New |
| AVDV Avantis Intl S/C Value ETF | 0.03% | 605 | $66K | New |
| MLM Martin Marietta Materials | 0.03% | 136 | $65K | New |
| IBTO iShares Ibonds Dec 2033 Tres | 0.03% | 2,833 | $65K | New |
| XLC SS Comm Select Sector SPDR | 0.03% | 584 | $65K | New |
| MNST Monster Beverage Corp. | 0.03% | 1,549 | $64K | New |
| XLP SS Consumer Staples Sel Sect | 0.03% | 789 | $64K | New |
| J Jacobs Solutions Inc. | 0.03% | 455 | $62K | New |
| BSX Boston Scientific Corp. | 0.03% | 1,370 | $60K | New |
| XLI SS Industrial Select Sector | 0.03% | 350 | $58K | New |
| EVSD Eaton Vance SHRT Dur Inc. | 0.03% | 1,157 | $58K | New |
| DIV Global X Superdividend Use | 0.03% | 3,036 | $57K | New |
| ORLY O'reilly Automotive Inc. | 0.03% | 600 | $51K | New |
| BAB Invesco Taxable Municipal Bo | 0.03% | 2,010 | $51K | New |
| ADI Analog Devices Inc. | 0.03% | 126 | $50K | New |
| SBUX Starbucks Corp. | 0.02% | 500 | $47K | New |
| ARCC Ares Capital Corp. | 0.02% | 2,439 | $47K | New |
| CSX CSX Corp. | 0.02% | 1,000 | $47K | New |
| SNDK Sandisk Corp. | 0.02% | 26 | $45K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.02% | 489 | $43K | New |
| IWM iShares Russell 2000 ETF | 0.02% | 155 | $43K | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.02% | 1,849 | $42K | New |
| ORCL Oracle Corp. | 0.02% | 300 | $41K | New |
| IBGC Isha Ibonds Dec 2046 Te ETF | 0.02% | 1,750 | $40K | New |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 653 | $39K | New |
| GOOG Alphabet Inc. Class C | 0.02% | 109 | $37K | New |
| XRP Bitwise XRP ETF | 0.02% | 2,214 | $37K | New |
| XRPC Canary XRP ETF | 0.02% | 2,325 | $37K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 62 | $32K | New |
| GSBD Goldman Sachs BDC Inc. | 0.02% | 3,536 | $32K | New |
| BXSL Blackstone Secured Lending F | 0.02% | 1,337 | $32K | New |
| GBDC Golub Capital BDC Inc. | 0.02% | 2,460 | $31K | New |
| ICF iShares Select U.S. REIT ETF | 0.02% | 492 | $31K | New |
| PLD Prologis Inc. | 0.02% | 231 | $30K | New |
| SCM Stellus Capital Investment C | 0.02% | 3,907 | $29K | New |
| OTF Blue Owl Technology Finance | 0.02% | 2,930 | $29K | New |
| NCDL Nuveen Churchill Direct Lend | 0.01% | 2,518 | $28K | New |
| MSDL Morgan Stanley Direct Lendin | 0.01% | 2,073 | $28K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 696 | $27K | New |
| TRV The Travelers Cos Inc. | 0.01% | 75 | $27K | New |
| CCAP Crescent Capital BDC Inc. | 0.01% | 2,779 | $26K | New |
| IBTL iShares Ibonds Dec 2031 Term | 0.01% | 1,251 | $24K | New |
| XLE SS Energy Select Sector | 0.01% | 383 | $24K | New |
| RTX RTX Corp. | 0.01% | 125 | $23K | New |
| MRVL Marvell Technology Inc. | 0.01% | 83 | $22K | New |
| XLB SS Materials Select Sector | 0.01% | 435 | $21K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 946 | $21K | New |
| IBTI iShares Ibonds Dec 2028 Term | 0.01% | 956 | $21K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.01% | 979 | $21K | New |
| HD Home Depot Inc. | 0.01% | 73 | $21K | New |
| RVMD Revolution Medicines Inc. | 0.01% | 100 | $21K | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 249 | $20K | New |
| KOID Kraneshares Global Humanoid | 0.01% | 554 | $20K | New |
| BIIB Biogen Inc. | 0.01% | 87 | $20K | New |
| CARR Carrier Global Corp. | 0.01% | 350 | $19K | New |
| INMU iShares Intermediate Muni Inc. | 0.01% | 838 | $19K | New |
| SYK Stryker Corp. | 0.01% | 69 | $19K | New |
| UPS United Parcel Service Class B | 0.01% | 200 | $19K | New |
| XRPI XRP ETF | 0.01% | 2,163 | $17K | New |
| FTSL First Trust Senior Loan ETF | 0.01% | 366 | $16K | New |
| IBTK iShares Ibonds Dec 2030 Trea | 0.01% | 859 | $16K | New |
| PPLT Abrdn Physical Platinum SHRS | 0.01% | 1,000 | $15K | New |
| CVX Chevron Corp. | 0.01% | 75 | $15K | New |
| OBDC Blue Owl Capital Corp. | 0.01% | 1,433 | $15K | New |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 148 | $15K | New |
| XOM Exxonmobil Holdings Corp. | 0.01% | 91 | $15K | New |
| SPCX Space Exploration Techn Class A | 0.01% | 94 | $14K | New |
| VEA Vanguard Ftse Developed ETF | 0.01% | 195 | $14K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 48 | $13K | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.01% | 641 | $13K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 38 | $12K | New |
| PICK iShares MSCI Global Metals & | 0.01% | 200 | $12K | New |
| NXPI NXP Semiconductors NV | 0.01% | 50 | $12K | New |
| SCHK Schwab 1000 Index ETF | 0.01% | 310 | $11K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 175 | $11K | New |
| DDOG Datadog Inc. Class A | 0.01% | 41 | $11K | New |
| HEDJ Wisdomtree Europe Hedged Equ | 0.01% | 200 | $11K | New |
| IJR iShares Core S&P Small-Cap E | 0.01% | 79 | $11K | New |
| WMT Walmart Inc. | 0.01% | 100 | $10K | New |
| RYAM Rayonier Advanced Materials | 0.00% | 1,154 | $9K | New |
| BP BP PLC-Spons ADR | 0.00% | 206 | $9K | New |
| KO The Coca-Cola Co. | 0.00% | 100 | $9K | New |
| SCHB Schwab US Broad Market ETF | 0.00% | 288 | $8K | New |
| MA Mastercard Inc. Class A | 0.00% | 15 | $8K | New |
| WFC Wells Fargo & Co. | 0.00% | 100 | $8K | New |
| WST West Pharmaceutical Services | 0.00% | 21 | $8K | New |
| XRPT 2X XRP ETF | 0.00% | 202 | $8K | New |
| UBER Uber Technologies Inc. | 0.00% | 107 | $7K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 80 | $7K | New |
| IAK iShares U.S. Insurance ETF | 0.00% | 53 | $7K | New |
| CTAS Cintas Corp. | 0.00% | 36 | $7K | New |
| ISRG Intuitive Surgical Inc. | 0.00% | 17 | $7K | New |
| PHO Invesco Water Resources ETF | 0.00% | 100 | $7K | New |
| C Citigroup Inc. | 0.00% | 50 | $6K | New |
| PGR Progressive Corp. | 0.00% | 30 | $6K | New |
| GNRC Generac Holdings Inc. | 0.00% | 30 | $6K | New |
| TT Trane Technologies PLC | 0.00% | 13 | $6K | New |
| DLTR Dollar Tree Inc. | 0.00% | 50 | $6K | New |
| COO The Cooper Cos Inc. | 0.00% | 100 | $6K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 17 | $6K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 53 | $6K | New |
| NOW ServiceNow Inc. | 0.00% | 40 | $5K | New |
| IOT Samsara Inc. Class A | 0.00% | 136 | $5K | New |
| VGT Vanguard Info Tech ETF | 0.00% | 41 | $5K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 80 | $5K | New |
| NKE Nike Inc. Class B | 0.00% | 142 | $5K | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 100 | $5K | New |
| PAVE Global X US Infrastructure | 0.00% | 92 | $5K | New |
| ADSK Autodesk Inc. | 0.00% | 23 | $5K | New |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 25 | $5K | New |
| HTUS Hull Tactical US ETF | 0.00% | 100 | $5K | New |
| MU Micron Technology Inc. | 0.00% | 4 | $4K | New |
| RGR Sturm Ruger & Co. Inc. | 0.00% | 100 | $4K | New |
| PFE Pfizer Inc. | 0.00% | 146 | $4K | New |
| VLTO Veralto Corp. | 0.00% | 44 | $4K | New |
| VEEV Veeva Systems Inc. Class A | 0.00% | 14 | $4K | New |
| XYZ Block Inc. | 0.00% | 50 | $4K | New |
| ZM Zoom Communications Inc. | 0.00% | 40 | $4K | New |
| INTU Intuit Inc. | 0.00% | 13 | $4K | New |
| SMCI Super Micro Computer Inc. | 0.00% | 85 | $3K | New |
| TDG Transdigm Group Inc. | 0.00% | 3 | $3K | New |
| AGL Agilon Health Inc. | 0.00% | 40 | $3K | New |
| MET Metlife Inc. | 0.00% | 32 | $3K | New |
| QBTS D-Wave Quantum Inc. | 0.00% | 181 | $3K | New |
| ZTS Zoetis Inc. | 0.00% | 42 | $3K | New |
| TSLA Tesla Inc. | 0.00% | 8 | $3K | New |
| DIN Dine Brands Global Inc. | 0.00% | 100 | $3K | New |
| SPGI S&P Global Inc. | 0.00% | 7 | $3K | New |
| PYPL PayPal Holdings Inc. | 0.00% | 51 | $3K | New |
| SIRI Sirius XM Holdings Inc. | 0.00% | 100 | $3K | New |
| FF Futurefuel Corp. | 0.00% | 500 | $3K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 53 | $2K | New |
| GME Gamestop Corp. Class A | 0.00% | 100 | $2K | New |
| DKNG Draftkings Inc. Class A | 0.00% | 125 | $2K | New |
| LKQ LKQ Corp. | 0.00% | 100 | $2K | New |
| KHC The Kraft Heinz Co. | 0.00% | 100 | $2K | New |
| IQLT iShares MSCI International Q | 0.00% | 46 | $2K | New |
| SFNC Simmons First Natl Corp. Class A | 0.00% | 100 | $2K | New |
| OPCH Option Care Health Inc. | 0.00% | 100 | $2K | New |
| CSGP Costar Group Inc. | 0.00% | 77 | $2K | New |
| WM Waste Management Inc. | 0.00% | 10 | $2K | New |
| KRE SS SPDR S&P Regional Bank | 0.00% | 29 | $2K | New |
| BLDP Ballard Power Systems Inc. | 0.00% | 952 | $2K | New |
| PINS Pinterest Inc. Class A | 0.00% | 100 | $2K | New |
| KSS Kohls Corp. | 0.00% | 100 | $2K | New |
| CHWY Chewy Inc. Class A | 0.00% | 100 | $2K | New |
| FICO Fair Isaac Corp. | 0.00% | 3 | $2K | New |
| KVUE Kenvue Inc. | 0.00% | 100 | $2K | New |
| UMAC Unusual Machines Inc. | 0.00% | 70 | $2K | New |
| TDIV FT Nasdaq Tech DVD Index FD | 0.00% | 15 | $2K | New |
| JBLU Jetblue Airways Corp. | 0.00% | 400 | $2K | New |
| PBI Pitney Bowes Inc. | 0.00% | 100 | $2K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 50 | $2K | New |
| IYT iShares US Transportation Et | 0.00% | 20 | $2K | New |
| SCHA Schwab US Small-Cap ETF | 0.00% | 48 | $2K | New |
| SCHV Schwab US Large-Cap Value | 0.00% | 46 | $2K | New |
| DNUT Krispy Kreme Inc. | 0.00% | 500 | $1K | New |
| COLD Americold Realty Trust Inc. | 0.00% | 100 | $1K | New |
| LEE Lee Enterprises | 0.00% | 200 | $1K | New |
| VTIP Vanguard Short-Term Tips | 0.00% | 27 | $1K | New |
| QQQJ Invesco Nasdaq Next Gen 100 | 0.00% | 30 | $1K | New |
| STLA Stellantis NV | 0.00% | 300 | $1K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 19 | $1K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 12 | $1K | New |
| KIE SS SPDR S&P Insurance ETF | 0.00% | 21 | $1K | New |
| FXN First Trust Energy Alphadex | 0.00% | 55 | $1K | New |
| IEZ iShares U.S. Oil Equipment & | 0.00% | 45 | $1K | New |
| IGE iShares North American Natur | 0.00% | 19 | $1K | New |
| FIDU Fidelity MSCI Indust Indx | 0.00% | 13 | $1K | New |
| RKT Rocket Cos Inc. Class A | 0.00% | 100 | $1K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 25 | $1K | New |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 7 | $1K | New |
| BIV Vanguard Intermediate-Term B | 0.00% | 15 | $1K | New |
| SCHH Schwab US REIT ETF | 0.00% | 48 | $1K | New |
| ADV Advantage Solutions Inc. | 0.00% | 40 | $1K | New |
| PHR Phreesia Inc. | 0.00% | 100 | $1K | New |
| EQAL Invesco Russell 1000 Equal W | 0.00% | 18 | $1K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 84 | $1K | New |
| AVXL Anavex Life Sciences Corp. | 0.00% | 500 | $1K | New |
| OWL Blue Owl Capital Inc. | 0.00% | 100 | $909 | New |
| DJT Trump Media & Technology Gro | 0.00% | 100 | $906 | New |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 8 | $854 | New |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 4 | $833 | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 9 | $696 | New |
| CPNG Coupang Inc. | 0.00% | 50 | $694 | New |
| IEP Icahn Enterprises LP | 0.00% | 100 | $675 | New |
| PPA Invesco Aerospace & Defense | 0.00% | 4 | $619 | New |
| SHLD Global X Defense Tech ETF | 0.00% | 10 | $601 | New |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 9 | $565 | New |
| IBB iShares Biotechnology ETF | 0.00% | 2 | $422 | New |
| SCHG Schwab US Large-Cap Growth | 0.00% | 11 | $396 | New |
| SCHP Schwab U.S. Tips ETF | 0.00% | 13 | $327 | New |
| BHF Brighthouse Financial Inc. | 0.00% | 5 | $250 | New |
| MCD McDonald's Corp. | 0.00% | 1 | $242 | New |
| MBGL Mobility Global Inc. | 0.00% | 7 | $121 | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 3 | $39 | New |
| NXH Neighborhood Intelligence Inc. | 0.00% | 9 | $27 | New |
| PSKY Paramount Skydance Class B | 0.00% | 2 | $23 | New |