| AAPL Apple Inc. | 3.61% | 211,720 | $43.4M | Reduce -6.3% |
| MSFT Microsoft Corp. | 3.15% | 76,386 | $38.0M | Add +0.2% |
| JEPI JPMorgan Equity Premium Inco | 2.98% | 630,278 | $35.8M | Reduce -0.1% |
| BGB Blackstone Strategic Credit | 2.91% | 2,892,203 | $35.1M | Reduce -9.7% |
| LION Lionsgate Studios Corp. | 2.84% | 5,877,806 | $34.2M | New |
| AMZN Amazon.com Inc. | 2.34% | 128,425 | $28.2M | Add +2.2% |
| NVDA Nvidia Corp. | 2.30% | 175,561 | $27.7M | Add +9.5% |
| SCHD Schwab US DVD Equity ETF | 2.25% | 1,020,323 | $27.0M | New |
| GOOG Alphabet Inc. Class C | 2.02% | 137,338 | $24.4M | Reduce -13.9% |
| SPGP Invesco S&P 500 Garp ETF | 1.51% | 169,103 | $18.2M | New |
| SCHB Schwab US Broad Market ETF | 1.49% | 751,990 | $17.9M | New |
| EIPI FT Energy Income ETF | 1.46% | 892,783 | $17.6M | Add +2.3% |
| XOM Exxon Mobil Corp. | 1.33% | 148,337 | $16.0M | Add +1.0% |
| META Meta Platforms Inc. Class A | 1.23% | 20,107 | $14.8M | Add +4.6% |
| HON Honeywell International Inc. | 1.16% | 60,100 | $14.0M | Add +34.9% |
| JPM JPMorgan Chase & Co. | 1.11% | 46,309 | $13.4M | Reduce -1.4% |
| IAU iShares Gold Trust | 1.10% | 212,689 | $13.3M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 1.09% | 74,556 | $13.1M | Add +9.2% |
| XLK SS Technology Select Sector | 0.98% | 46,481 | $11.8M | New |
| ABBV Abbvie Inc. | 0.94% | 60,910 | $11.3M | Add +1.7% |
| PANW Palo Alto Networks Inc. | 0.93% | 54,866 | $11.2M | Reduce -0.1% |
| LZ Legalzoomcom Inc. | 0.92% | 1,237,635 | $11.0M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.89% | 24,532 | $10.8M | Add +22.6% |
| IQLT iShares MSCI International Q | 0.88% | 245,501 | $10.6M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 16,782 | $10.2M | Add +10.6% |
| JNJ Johnson & Johnson | 0.81% | 63,671 | $9.7M | Add +0.7% |
| VNLA Janus Henderson Short Durati | 0.79% | 193,450 | $9.5M | Add +1.0% |
| WMT Walmart Inc. | 0.73% | 89,582 | $8.8M | Reduce -3.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.73% | 161,006 | $8.8M | Add +0.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.72% | 10,825 | $8.7M | New |
| XLV SS Health Care Select Sector | 0.69% | 61,451 | $8.3M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 16,846 | $8.2M | Add +2.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.68% | 81,936 | $8.2M | New |
| VEU Vanguard Ftse All-World Ex-U | 0.68% | 120,931 | $8.1M | New |
| MU Micron Technology Inc. | 0.65% | 63,937 | $7.9M | New |
| RTX RTX Corp. | 0.65% | 53,359 | $7.8M | Add +19.2% |
| BX Blackstone Inc. | 0.65% | 52,086 | $7.8M | Reduce -0.8% |
| ARES Ares Management Corp. Class A | 0.62% | 43,217 | $7.5M | Reduce -1.5% |
| DKNG Draftkings Inc. Class A | 0.62% | 174,421 | $7.5M | Add +0.4% |
| DGRO iShares Core Dividend Growth | 0.62% | 116,325 | $7.4M | New |
| ADBE Adobe Inc. | 0.62% | 19,199 | $7.4M | Add +825.3% |
| KKR KKR & Co. Inc. | 0.60% | 54,201 | $7.2M | Reduce -0.9% |
| XLF SS Financial Select Sector | 0.60% | 137,169 | $7.2M | New |
| XLC SS Comm Select Sector SPDR | 0.59% | 65,468 | $7.1M | New |
| COF Capital One Financial Corp. | 0.59% | 33,122 | $7.0M | New |
| HD Home Depot Inc. | 0.54% | 17,685 | $6.5M | Add +1.1% |
| STRZ Starz Entertainment Corp. | 0.52% | 386,779 | $6.2M | New |
| ABNB Airbnb Inc. Class A | 0.48% | 43,996 | $5.8M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.48% | 20,893 | $5.8M | Add +22.6% |
| MRVL Marvell Technology Inc. | 0.48% | 74,140 | $5.7M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 19,538 | $5.5M | New |
| APO Apollo Global Management Inc. | 0.45% | 37,785 | $5.4M | Reduce -0.9% |
| PYLD PIMCO Multisector Bond Actv | 0.44% | 200,572 | $5.3M | New |
| LMT Lockheed Martin Corp. | 0.44% | 11,475 | $5.3M | New |
| ZTS Zoetis Inc. | 0.44% | 33,866 | $5.3M | New |
| IEI iShares 3-7 Year Treasury Bo | 0.42% | 42,554 | $5.1M | New |
| ORCL Oracle Corp. | 0.42% | 22,880 | $5.0M | Add +109.8% |
| GLD SPDR Gold Shares | 0.41% | 16,332 | $5.0M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 27,973 | $4.9M | Reduce -1.9% |
| SPGM State Street SPDR Portfolio | 0.41% | 71,054 | $4.9M | New |
| APP AppLovin Corp. Class A | 0.40% | 13,760 | $4.8M | Add +0.1% |
| VPL Vanguard Ftse Pacific ETF | 0.40% | 58,491 | $4.8M | New |
| AXP American Express Co. | 0.40% | 15,062 | $4.8M | Add +1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 56,636 | $4.7M | Add +23.1% |
| GILD Gilead Sciences Inc. | 0.39% | 42,613 | $4.7M | Add +0.0% |
| TMUS T-Mobile US Inc. | 0.39% | 19,510 | $4.6M | New |
| MA Mastercard Inc. Class A | 0.38% | 8,246 | $4.6M | New |
| PEP Pepsico Inc. | 0.38% | 34,826 | $4.6M | Reduce -8.6% |
| XLY SS Consumer Disc Select Sect | 0.38% | 21,119 | $4.6M | New |
| JFR Nuveen Floating Rate Income | 0.38% | 535,006 | $4.5M | Reduce -5.4% |
| CCL Carnival Corp. | 0.37% | 159,626 | $4.5M | New |
| SO The Southern Co. | 0.37% | 48,539 | $4.5M | Add +1.1% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.37% | 53,794 | $4.4M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 6 | $4.4M | No change |
| PFE Pfizer Inc. | 0.36% | 177,250 | $4.3M | Reduce -26.5% |
| TXN Texas Instruments Inc. | 0.36% | 20,664 | $4.3M | New |
| MDT Medtronic PLC | 0.35% | 48,590 | $4.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 7,633 | $4.2M | Reduce -1.8% |
| XLP SS Consumer Staples Sel Sect | 0.34% | 50,183 | $4.1M | New |
| COST Costco Wholesale Corp. | 0.33% | 4,036 | $4.0M | Add +3.8% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 36,277 | $4.0M | New |
| BSCR Invesco Bulletshares 2027 CB | 0.33% | 200,579 | $3.9M | New |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 21,323 | $3.9M | Add +7.6% |
| AMGN Amgen Inc. | 0.32% | 13,866 | $3.9M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.32% | 24,131 | $3.8M | Add +1.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 47,744 | $3.8M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 79,875 | $3.8M | Add +0.2% |
| MCD McDonald's Corp. | 0.31% | 12,859 | $3.8M | Add +2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 12,516 | $3.7M | Add +2.4% |
| IGV iShares Expanded Tech-Softwa | 0.31% | 33,623 | $3.7M | New |
| ABT Abbott Laboratories | 0.30% | 26,419 | $3.6M | Add +1.9% |
| V Visa Inc. Class A | 0.29% | 9,874 | $3.5M | Add +3.7% |
| IEF iShares 7-10 Year Treasury B | 0.29% | 36,401 | $3.5M | New |
| NKE Nike Inc. Class B | 0.28% | 47,898 | $3.4M | Add +37.1% |
| FDS Factset Research Systems Inc. | 0.28% | 7,414 | $3.3M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.27% | 47,067 | $3.3M | Add +2.0% |
| QCOM Qualcomm Inc. | 0.27% | 20,450 | $3.3M | New |
| J Jacobs Solutions Inc. | 0.27% | 24,491 | $3.2M | New |
| TSLA Tesla Inc. | 0.26% | 9,812 | $3.1M | Add +2.4% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.26% | 276,817 | $3.1M | No change |
| DUK Duke Energy Corp. | 0.26% | 26,284 | $3.1M | New |
| PM Philip Morris International | 0.25% | 16,795 | $3.1M | New |
| CG The Carlyle Group Inc. | 0.25% | 59,105 | $3.0M | Reduce -0.7% |
| TIP iShares Tips Bond ETF | 0.24% | 26,134 | $2.9M | New |
| KO The Coca-Cola Co. | 0.23% | 38,902 | $2.8M | Add +1.7% |
| CAH Cardinal Health Inc. | 0.23% | 16,269 | $2.7M | New |
| MMM 3M Co. | 0.23% | 17,922 | $2.7M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.22% | 9,931 | $2.7M | Add +14.5% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 10,254 | $2.6M | New |
| PWR Quanta Services Inc. | 0.21% | 6,737 | $2.5M | New |
| EWJ iShares MSCI Japan ETF | 0.21% | 33,905 | $2.5M | New |
| FHLC Fidelity MSCI Health Care | 0.21% | 39,492 | $2.5M | New |
| XBI SS SPDR S&P Biotech ETF | 0.21% | 30,399 | $2.5M | Reduce -4.4% |
| TLT iShares 20+ Year Treasury BD | 0.21% | 28,510 | $2.5M | New |
| URI United Rentals Inc. | 0.21% | 3,338 | $2.5M | New |
| UPST Upstart Holdings Inc. | 0.21% | 38,467 | $2.5M | Add +0.2% |
| IYY iShares Dow Jones U.S. ETF | 0.21% | 16,487 | $2.5M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 19,885 | $2.5M | Reduce -1.5% |
| NFLX Netflix Inc. | 0.20% | 1,836 | $2.5M | Add +7.6% |
| ADP Automatic Data Processing | 0.20% | 7,919 | $2.4M | Add +1.9% |
| AMAT Applied Materials Inc. | 0.20% | 12,882 | $2.4M | Add +8.8% |
| ETN Eaton Corp. PLC | 0.20% | 6,589 | $2.4M | New |
| CVX Chevron Corp. | 0.19% | 16,298 | $2.3M | Add +3.9% |
| CSCO Cisco Systems Inc. | 0.19% | 33,568 | $2.3M | Add +4.2% |
| CB Chubb Ltd. | 0.19% | 7,906 | $2.3M | New |
| FETH Fidelity Ethereum Fund | 0.19% | 90,452 | $2.3M | New |
| APH Amphenol Corp. Class A | 0.19% | 23,036 | $2.3M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 17,950 | $2.2M | New |
| MRK Merck & Co. Inc. | 0.18% | 27,920 | $2.2M | Reduce -46.1% |
| VZ Verizon Communications Inc. | 0.18% | 49,966 | $2.2M | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 34,759 | $2.2M | New |
| LRCX Lam Research Corp. | 0.18% | 22,128 | $2.2M | Add +9.6% |
| VCIT Vanguard Int-Term Corporate | 0.17% | 25,040 | $2.1M | New |
| LPLA LPL Financial Holdings Inc. | 0.17% | 5,492 | $2.1M | New |
| SCHP Schwab U.S. Tips ETF | 0.17% | 77,125 | $2.1M | New |
| UNP Union Pacific Corp. | 0.17% | 8,890 | $2.0M | Add +1.4% |
| BSCS Invesco Bulletshares 2028 CB | 0.16% | 96,026 | $2.0M | New |
| VRT Vertiv Holdings Co. Class A | 0.16% | 15,249 | $2.0M | New |
| LST Leuthold Sel Ind filed as MANAGED PORTFOLIO SERIES | 0.16% | 52,720 | $1.9M | New |
| AMP Ameriprise Financial Inc. | 0.16% | 3,595 | $1.9M | Add +1.7% |
| IYW iShares Ustechnology ETF | 0.16% | 11,035 | $1.9M | Reduce -4.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.16% | 22,961 | $1.9M | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.16% | 33,010 | $1.9M | Add +3.6% |
| ELV Elevance Health Inc. | 0.15% | 4,764 | $1.9M | New |
| LLY Eli Lilly & Co. | 0.15% | 2,364 | $1.8M | Add +9.2% |
| WCC Wesco International Inc. | 0.15% | 9,815 | $1.8M | New |
| KVUE Kenvue Inc. | 0.15% | 84,134 | $1.8M | New |
| SOLV Solventum Corp. | 0.15% | 23,089 | $1.8M | New |
| LOW Lowe's Cos Inc. | 0.15% | 7,878 | $1.7M | New |
| GEN Gen Digital Inc. | 0.14% | 58,274 | $1.7M | New |
| RSG Republic Services Inc. | 0.14% | 6,935 | $1.7M | New |
| FIRY Firy Inc. filed as SKILLZ INC | 0.14% | 247,008 | $1.7M | No change |
| TT Trane Technologies PLC | 0.14% | 3,849 | $1.7M | New |
| BA The Boeing Co. | 0.14% | 7,996 | $1.7M | Add +1.7% |
| AMD Advanced Micro Devices | 0.14% | 11,747 | $1.7M | New |
| UNH Unitedhealth Group Inc. | 0.14% | 5,303 | $1.7M | Reduce -12.6% |
| GS Goldman Sachs Group Inc. | 0.14% | 2,311 | $1.6M | Reduce -64.5% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 11,721 | $1.6M | Add +11.4% |
| IEUR iShares Core MSCI Europe ETF | 0.13% | 23,829 | $1.6M | New |
| ACN Accenture PLC Class A | 0.13% | 5,266 | $1.6M | Reduce -0.0% |
| WELL Welltower Inc. | 0.13% | 10,010 | $1.5M | New |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 3,781 | $1.5M | New |
| SPRY Ars Pharmaceuticals Inc. | 0.13% | 87,025 | $1.5M | New |
| CSL Carlisle Cos Inc. | 0.13% | 4,059 | $1.5M | New |
| INFL Horizon Kinetics Infl Benef | 0.13% | 35,855 | $1.5M | New |
| T AT&T Inc. | 0.12% | 51,467 | $1.5M | Add +30.8% |
| MSI Motorola Solutions Inc. | 0.12% | 3,540 | $1.5M | New |
| INCY Incyte Corp. | 0.12% | 21,842 | $1.5M | New |
| XLI SS Industrial Select Sector | 0.12% | 10,018 | $1.5M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.12% | 4,602 | $1.5M | New |
| CIBR First Trust Nasdaq Cybersecu | 0.12% | 19,393 | $1.5M | New |
| OI O-I Glass Inc. | 0.12% | 98,398 | $1.5M | New |
| GSC Goldman Sachs Small Cap Equi | 0.12% | 28,650 | $1.4M | New |
| FDX FedEx Corp. | 0.12% | 6,339 | $1.4M | New |
| AMTM Amentum Holdings Inc. | 0.12% | 60,413 | $1.4M | New |
| VOO Vanguard S&P 500 ETF | 0.12% | 2,479 | $1.4M | Add +6.6% |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 22,959 | $1.4M | Add +3.3% |
| MODL Victoryshares Westend US Sec | 0.12% | 32,603 | $1.4M | New |
| INGR Ingredion Inc. | 0.11% | 10,154 | $1.4M | New |
| IVV iShares Core S&P 500 ETF | 0.11% | 2,196 | $1.4M | Reduce -26.3% |
| SNA Snap-on Inc. | 0.11% | 4,378 | $1.4M | New |
| IWF iShares Russell 1000 Growth | 0.11% | 3,168 | $1.3M | Reduce -6.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 15,203 | $1.3M | New |
| SHEL Shell PLC-ADR | 0.10% | 17,380 | $1.2M | Add +3.2% |
| CTVA Corteva Inc. | 0.10% | 16,398 | $1.2M | New |
| MYI BlackRock Muniyield QLTY III | 0.10% | 116,284 | $1.2M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 4,005 | $1.2M | Reduce -26.6% |
| SYK Stryker Corp. | 0.10% | 3,041 | $1.2M | New |
| SCMB Schwab Municipal Bond ETF | 0.10% | 47,202 | $1.2M | New |
| TRV The Travelers Cos Inc. | 0.10% | 4,359 | $1.2M | Add +5.0% |
| BSX Boston Scientific Corp. | 0.10% | 10,780 | $1.2M | New |
| TRI Thomson Reuters Corp. | 0.10% | 5,712 | $1.1M | New |
| WFC Wells Fargo & Co. | 0.09% | 14,079 | $1.1M | Add +5.0% |
| DVN Devon Energy Corp. | 0.09% | 35,388 | $1.1M | New |
| CASY Casey's General Stores Inc. | 0.09% | 2,194 | $1.1M | New |
| ED Consolidated Edison Inc. | 0.09% | 11,020 | $1.1M | New |
| NBIS Nebius Group NV | 0.09% | 19,960 | $1.1M | New |
| TSCO Tractor Supply Company | 0.09% | 20,691 | $1.1M | New |
| ATO Atmos Energy Corp. | 0.09% | 7,044 | $1.1M | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.09% | 20,695 | $1.1M | New |
| ITW Illinois Tool Works | 0.09% | 4,371 | $1.1M | New |
| SPGI S&P Global Inc. | 0.09% | 2,034 | $1.1M | New |
| WEC WEC Energy Group Inc. | 0.09% | 10,188 | $1.1M | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.09% | 16,725 | $1.1M | New |
| INTU Intuit Inc. | 0.09% | 1,340 | $1.1M | New |
| AOR iShares Core 60/40 Balanced | 0.09% | 16,834 | $1.0M | New |
| FAST Fastenal Co. | 0.09% | 24,506 | $1.0M | New |
| MDLZ Mondelez International Inc. Class A | 0.09% | 15,229 | $1.0M | Add +1.7% |
| RLY SS Multi-Asset Real Ret ETF | 0.08% | 34,946 | $1.0M | New |
| VGT Vanguard Info Tech ETF | 0.08% | 1,506 | $999K | New |
| TDG Transdigm Group Inc. | 0.08% | 652 | $991K | Add +3.7% |
| VXF Vanguard Extended Market ETF | 0.08% | 5,069 | $977K | New |
| BR Broadridge Financial Solutio | 0.08% | 3,986 | $969K | New |
| COM Direxion Auspice BRD Cmdty | 0.08% | 34,156 | $945K | New |
| BLK BlackRock Inc. | 0.08% | 882 | $925K | New |
| WSO Watsco Inc. | 0.08% | 2,080 | $919K | New |
| YUM Yum! Brands Inc. | 0.08% | 6,152 | $912K | Add +3.0% |
| MRSH Marsh & McLennan Cos | 0.07% | 4,091 | $894K | New |
| WM Waste Management Inc. | 0.07% | 3,894 | $891K | New |
| CTAS Cintas Corp. | 0.07% | 3,856 | $859K | New |
| NDAQ Nasdaq Inc. | 0.07% | 9,570 | $856K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.07% | 27,958 | $819K | New |
| IVW iShares S&P 500 Growth ETF | 0.07% | 7,406 | $815K | New |
| LHX L3HARRIS Technologies Inc. | 0.07% | 3,224 | $809K | New |
| PSX Phillips 66 | 0.07% | 6,766 | $807K | New |
| IWB iShares Russell 1000 ETF | 0.07% | 2,365 | $803K | New |
| SHW The Sherwin-Williams Co. | 0.07% | 2,340 | $803K | New |
| SCHO Schwab Short-Term US Treas | 0.07% | 32,745 | $798K | New |
| RBLX Roblox Corp. Class A | 0.07% | 7,514 | $790K | Add +9.7% |
| PEG Public Service Enterprise GP | 0.07% | 9,344 | $787K | New |
| MDY State Street SPDR S&P Midcap | 0.06% | 1,370 | $776K | New |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 3,762 | $770K | New |
| C Citigroup Inc. | 0.06% | 9,006 | $767K | New |
| PAYX Paychex Inc. | 0.06% | 5,263 | $766K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.06% | 10,157 | $746K | New |
| UTF Cohen & Steers Infrastructur | 0.06% | 27,555 | $743K | New |
| EOG EOG Resources Inc. | 0.06% | 6,137 | $734K | New |
| IYJ iShares U.S. Industrials ETF | 0.06% | 5,054 | $719K | No change |
| WDAY Workday Inc. Class A | 0.06% | 2,980 | $715K | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 3,130 | $709K | New |
| AWK American Water Works Co. Inc. | 0.06% | 5,072 | $706K | New |
| PGR Progressive Corp. | 0.06% | 2,644 | $706K | Add +19.5% |
| EQIX Equinix Inc. | 0.06% | 885 | $704K | New |
| CMCSA Comcast Corp. Class A | 0.06% | 19,362 | $691K | Reduce -1.0% |
| USRT iShares Core US REIT ETF | 0.06% | 12,085 | $684K | Add +5.2% |
| STE Steris PLC | 0.06% | 2,841 | $682K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 3,488 | $680K | New |
| IBB iShares Biotechnology ETF | 0.06% | 5,377 | $680K | Reduce -21.2% |
| PLD Prologis Inc. | 0.06% | 6,417 | $675K | New |
| ENB Enbridge Inc. | 0.06% | 14,840 | $673K | New |
| VONV Vanguard Russell 1000 Value | 0.06% | 7,886 | $672K | Add +3.2% |
| GD General Dynamics Corp. | 0.06% | 2,274 | $663K | New |
| JMBS Janus Henderson Mortg Backed | 0.05% | 14,644 | $660K | New |
| IGHG Proshares Ig Hedged | 0.05% | 8,391 | $657K | New |
| IWD iShares Russell 1000 Value E | 0.05% | 3,383 | $657K | Add +24.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.05% | 26,485 | $656K | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.05% | 8,598 | $652K | New |
| EMR Emerson Electric Co. | 0.05% | 4,862 | $648K | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.05% | 6,945 | $648K | Add +8.0% |
| CAT Caterpillar Inc. | 0.05% | 1,634 | $634K | New |
| IYH iShares U.S. Healthcare ETF | 0.05% | 11,190 | $632K | Reduce -1.7% |
| MS Morgan Stanley | 0.05% | 4,430 | $624K | New |
| VXUS Vanguard Total Intl Stock | 0.05% | 9,002 | $622K | New |
| LQDH iShares Int Hedg Corp. BD ETF | 0.05% | 6,728 | $622K | New |
| GLW Corning Inc. | 0.05% | 11,742 | $618K | Add +4.5% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.05% | 3,318 | $598K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.05% | 7,483 | $597K | New |
| HAS Hasbro Inc. | 0.05% | 8,071 | $596K | Add +0.5% |
| CVS CVS Health Corp. | 0.05% | 8,585 | $592K | New |
| RSPH Invesco S&P 500 Equal Weight | 0.05% | 20,035 | $585K | New |
| ISRG Intuitive Surgical Inc. | 0.05% | 1,073 | $583K | New |
| ALL Allstate Corp. | 0.05% | 2,882 | $580K | Add +15.7% |
| HAL Halliburton Co. | 0.05% | 28,065 | $572K | New |
| IYK iShares US Consumer Staples | 0.05% | 8,112 | $572K | No change |
| AFL Aflac Inc. | 0.05% | 5,419 | $571K | Add +0.4% |
| NSC Norfolk Southern Corp. | 0.05% | 2,207 | $565K | Add +1.9% |
| PH Parker Hannifin Corp. | 0.05% | 801 | $559K | New |
| COP Conocophillips | 0.05% | 6,072 | $545K | Reduce -3.3% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.05% | 21,037 | $544K | Add +39.1% |
| ET Energy Transfer LP | 0.04% | 29,573 | $536K | New |
| IVE iShares S&P 500 Value ETF | 0.04% | 2,704 | $528K | New |
| KLAC KLA Corp. | 0.04% | 590 | $528K | Add +5.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 2,225 | $527K | New |
| UYG Proshares Ultra Financials | 0.04% | 5,484 | $524K | New |
| BHVN Biohaven Ltd. | 0.04% | 36,897 | $521K | New |
| IP International Paper Co. | 0.04% | 11,101 | $520K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.04% | 6,055 | $514K | No change |
| URGN Urogen Pharma Ltd. | 0.04% | 37,000 | $507K | No change |
| GEV GE Vernova Inc. | 0.04% | 955 | $505K | New |
| IEMG iShares Core MSCI Emerging | 0.04% | 8,315 | $499K | Reduce -0.4% |
| DHR Danaher Corp. | 0.04% | 2,497 | $493K | Reduce -1.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.04% | 25,174 | $491K | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 8,034 | $490K | New |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.04% | 25,663 | $487K | No change |
| HDV iShares Core High Dividend E | 0.04% | 4,077 | $478K | New |
| USB US Bancorp | 0.04% | 10,486 | $474K | New |
| INTC Intel Corp. | 0.04% | 21,130 | $473K | Reduce -7.8% |
| SLV iShares Silver Trust | 0.04% | 14,361 | $471K | Add +5.1% |
| SCHV Schwab US Large-Cap Value | 0.04% | 16,935 | $469K | New |
| MPC Marathon Petroleum Corp. | 0.04% | 2,805 | $466K | Add +2.9% |
| RBRK Rubrik Inc. Class A | 0.04% | 5,146 | $461K | New |
| LONZ PIMCO Senior Loan Active ETF | 0.04% | 8,758 | $447K | New |
| LH Labcorp Holdings Inc. | 0.04% | 1,674 | $439K | Add +1.1% |
| AGI Alamos Gold Inc. Class A | 0.04% | 16,357 | $434K | No change |
| PYPL PayPal Holdings Inc. | 0.04% | 5,724 | $425K | New |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 3,202 | $423K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.03% | 2,112 | $417K | New |
| TLH iShares 10-20 Year Treasury | 0.03% | 4,085 | $415K | New |
| BCDF Horizon Kin Blockchain Dev | 0.03% | 13,177 | $411K | New |
| WTRG Essential Utilities Inc. | 0.03% | 10,965 | $407K | New |
| NFG National Fuel Gas Co. | 0.03% | 4,800 | $407K | No change |
| MO Altria Group Inc. | 0.03% | 6,829 | $400K | New |
| FELG Fidelity Enh LRG Cap GWTH | 0.03% | 10,793 | $400K | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.03% | 13,871 | $399K | New |
| EME Emcor Group Inc. | 0.03% | 744 | $398K | New |
| HEI Heico Corp. | 0.03% | 1,206 | $395K | New |
| IWM iShares Russell 2000 ETF | 0.03% | 1,824 | $394K | New |
| BSL Blackstone SNR Fltng RT | 0.03% | 27,402 | $392K | Reduce -31.9% |
| GLOW VS Westend Global Equity ETF filed as VICTORY PORTFOLIOS II | 0.03% | 13,723 | $389K | New |
| IYM iShares U.S. Basic Materials | 0.03% | 2,769 | $388K | Reduce -2.3% |
| ICLN iShares Global Clean Energy | 0.03% | 28,695 | $376K | Reduce -22.4% |
| BDX Becton Dickinson and Co. | 0.03% | 2,158 | $372K | New |
| GDX Vaneck Gold Miners ETF | 0.03% | 7,058 | $367K | New |
| BAR Graniteshares Gold Trust | 0.03% | 11,134 | $363K | New |
| AGG iShares Core U.S. Aggregate | 0.03% | 3,655 | $363K | New |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 2,650 | $360K | Reduce -34.2% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 6,270 | $357K | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.03% | 32,689 | $357K | New |
| POOL Pool Corp. | 0.03% | 1,221 | $356K | New |
| EG Everest Group Ltd. | 0.03% | 1,043 | $354K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.03% | 3,453 | $354K | New |
| MPWR Monolithic Power Systems Inc. | 0.03% | 481 | $352K | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.03% | 1,072 | $350K | New |
| TER Teradyne Inc. | 0.03% | 3,813 | $343K | New |
| NOBL Proshares S&P 500 Dividend A | 0.03% | 3,405 | $343K | New |
| BMY Bristol-Myers Squibb Co. | 0.03% | 7,296 | $338K | Reduce -35.2% |
| SBUX Starbucks Corp. | 0.03% | 3,662 | $336K | New |
| TV Grupo Televisa SA-Spon ADR | 0.03% | 151,093 | $331K | Add +46.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 648 | $330K | New |
| OKTA Okta Inc. | 0.03% | 3,295 | $329K | Reduce -66.2% |
| B Barrick Mining Corp. | 0.03% | 15,728 | $327K | Add +5.0% |
| ITA iShares U.S. Aerospace & Def | 0.03% | 1,729 | $326K | New |
| LDOS Leidos Holdings Inc. | 0.03% | 2,053 | $324K | New |
| ZS Zscaler Inc. | 0.03% | 1,030 | $323K | New |
| EPD Enterprise Products Partners | 0.03% | 10,224 | $317K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 719 | $317K | New |
| ROP Roper Technologies Inc. | 0.03% | 556 | $315K | Add +3.1% |
| SCHM Schwab US Mid Cap ETF | 0.03% | 11,167 | $313K | New |
| DVY iShares Select Dividend ETF | 0.03% | 2,321 | $308K | New |
| DE Deere & Co. | 0.03% | 605 | $308K | New |
| ITOT iShares Core S&P Total U.S. | 0.03% | 2,266 | $306K | No change |
| KMB Kimberly-Clark Corp. | 0.03% | 2,359 | $304K | New |
| STX Seagate Technology Holdings | 0.03% | 2,098 | $303K | New |
| MET Metlife Inc. | 0.03% | 3,761 | $302K | New |
| XSD SS SPDR S&P Semiconductor | 0.02% | 1,170 | $300K | New |
| WWD Woodward Inc. | 0.02% | 1,218 | $299K | No change |
| FLJP Franklin Ftse Japan ETF | 0.02% | 9,273 | $298K | No change |
| VRP Invesco Variable Rate Prefer | 0.02% | 12,029 | $294K | New |
| ES Eversource Energy | 0.02% | 4,621 | $294K | Reduce -6.9% |
| CL Colgate-Palmolive Co. | 0.02% | 3,213 | $292K | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.02% | 2,866 | $289K | New |
| STIP iShares 0-5 Year Tips Bond E | 0.02% | 2,797 | $288K | New |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 2,362 | $281K | No change |
| GIS General Mills Inc. | 0.02% | 5,408 | $280K | Reduce -1.8% |
| OKLO Oklo Inc. | 0.02% | 5,000 | $280K | New |
| CR Crane Co. | 0.02% | 1,472 | $280K | New |
| VHT Vanguard Health Care ETF | 0.02% | 1,125 | $279K | New |
| FCX Freeport-McMoran Inc. | 0.02% | 6,399 | $277K | New |
| EQX Equinox Gold Corp. | 0.02% | 47,664 | $275K | No change |
| IWN iShares Russell 2000 Value E | 0.02% | 1,731 | $273K | New |
| CSX CSX Corp. | 0.02% | 8,302 | $271K | New |
| SCHR Schwab Intermediate-Term US | 0.02% | 10,813 | $271K | New |
| MAR Marriott International Class A | 0.02% | 990 | $270K | New |
| ROAD Construction Partners Inc. Class A | 0.02% | 2,542 | $270K | New |
| YUMC Yum China Holdings Inc. | 0.02% | 5,983 | $267K | Add +0.4% |
| PODD Insulet Corp. | 0.02% | 842 | $265K | New |
| ETHE Grayscale Ethereum Staking E | 0.02% | 12,476 | $260K | Reduce -34.8% |
| CNTA Centessa Pharmaceuticals Ltd. | 0.02% | 19,653 | $258K | New |
| TRGP Targa Resources Corp. | 0.02% | 1,478 | $257K | New |
| CI The Cigna Group | 0.02% | 763 | $252K | New |
| HIG Hartford Insurance Group Inc. | 0.02% | 1,988 | $252K | New |
| ALLO Allogene Therapeutics Inc. | 0.02% | 221,059 | $250K | No change |
| GNRC Generac Holdings Inc. | 0.02% | 1,722 | $247K | New |
| COR Cencora Inc. | 0.02% | 822 | $247K | New |
| HALO Halozyme Therapeutics Inc. | 0.02% | 4,736 | $246K | New |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 1,622 | $244K | New |
| ERIE Erie Indemnity Company Class A | 0.02% | 692 | $240K | New |
| LIN Linde PLC | 0.02% | 510 | $239K | New |
| ITB iShares U.S. Home Constructi | 0.02% | 2,529 | $236K | New |
| DD Dupont DE Nemours Inc. | 0.02% | 3,365 | $231K | New |
| FDN First Trust DJ Internet Ind | 0.02% | 855 | $230K | New |
| K Kellanova | 0.02% | 2,895 | $230K | Add +0.3% |
| HYEM Vaneck Emrg MKTS Hi YLD | 0.02% | 11,463 | $227K | New |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 4,593 | $227K | New |
| CARR Carrier Global Corp. | 0.02% | 3,096 | $227K | New |
| ROK Rockwell Automation Inc. | 0.02% | 682 | $227K | New |
| AU Anglogold Ashanti PLC | 0.02% | 4,942 | $225K | New |
| SMFG Sumitomo Mitsui-Spons ADR | 0.02% | 14,800 | $224K | New |
| AWI Armstrong World Industries | 0.02% | 1,369 | $222K | New |
| XSW SS SPDR S&P Soft & Serv ETF | 0.02% | 1,168 | $222K | New |
| PGX Invesco Preferred ETF | 0.02% | 19,729 | $220K | New |
| CARY Angel Oak Income ETF | 0.02% | 10,500 | $218K | New |
| MUB iShares National Muni Bond E | 0.02% | 2,078 | $217K | New |
| BITO Proshares Bitcoin ETF-Usd | 0.02% | 9,961 | $214K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 750 | $213K | New |
| SHOP Shopify Inc. Class A | 0.02% | 1,844 | $213K | New |
| VYM Vanguard High DVD Yield ETF | 0.02% | 1,592 | $212K | New |
| DXCM Dexcom Inc. | 0.02% | 2,394 | $209K | New |
| DFIV Dimensional International Va | 0.02% | 4,878 | $209K | New |
| PRU Prudential Financial Inc. | 0.02% | 1,939 | $208K | New |
| COIN Coinbase Global Inc. Class A | 0.02% | 589 | $206K | New |
| IDU iShares US Utilities ETF | 0.02% | 1,967 | $206K | New |
| RHI Robert Half Inc. | 0.02% | 4,960 | $204K | New |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 1,458 | $202K | New |
| IAI iShares U.S. Broker-Dealers | 0.02% | 1,189 | $201K | New |
| BSMR Invesco Bulletshares 2027 MB | 0.02% | 8,554 | $201K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.02% | 2,753 | $200K | New |
| AEP American Electric Power | 0.02% | 1,929 | $200K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 13,721 | $188K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 16,404 | $178K | New |
| ARIS Aris Mining Corp. filed as ARIS MNG CORP | 0.01% | 25,000 | $168K | No change |
| SSRM SSR Mining Inc. | 0.01% | 13,084 | $167K | New |
| XAWPX Abrdn Global Premier Propert | 0.01% | 41,897 | $166K | No change |
| RVT Royce Small-Cap Trust Inc. | 0.01% | 10,695 | $161K | New |
| DEI Douglas Emmett Inc. | 0.01% | 10,300 | $155K | New |
| COMP Compass Inc. Class A | 0.01% | 23,236 | $146K | Add +9.8% |
| HUDSON PAC PPTYS INC | 0.01% | 51,639 | $141K | Add +1.2% |
| PDBC Invesco Optimum Yield Divers | 0.01% | 10,695 | $139K | New |
| PATH Uipath Inc. Class A | 0.01% | 10,344 | $132K | New |
| RITM Rithm Capital Corp. | 0.01% | 11,642 | $131K | Reduce -13.7% |
| NNOX Nano-X Imaging Ltd. | 0.01% | 25,000 | $129K | Add +8.7% |
| TIDAL TRUST II | 0.01% | 19,321 | $122K | New |
| CAPR Capricor Therapeutics Inc. | 0.01% | 10,894 | $108K | No change |
| COUR Coursera Inc. | 0.01% | 10,261 | $90K | New |
| AUID Authid Inc. | 0.01% | 14,990 | $79K | New |
| EVLV Evolv Technologies Holdings | 0.01% | 12,400 | $77K | Reduce -42.2% |
| PRTA Prothena Corp. PLC | 0.01% | 11,433 | $69K | New |
| LUMN Lumen Technologies Inc. | 0.01% | 15,766 | $69K | New |
| TMC TMC the Metals Co. Inc. | 0.01% | 10,000 | $66K | No change |
| XRX Xerox Holdings Corp. | 0.00% | 11,104 | $59K | New |
| ANNX Annexon Inc. | 0.00% | 17,000 | $41K | No change |
| DNUT Krispy Kreme Inc. | 0.00% | 13,032 | $38K | New |
| AIXC Aixcrypto Holdings Inc. filed as QUALIGEN THERAPEUTICS INC | 0.00% | 10,000 | $34K | New |