| AAPL Apple Inc. | 7.46% | 188,191 | $47.1M | Add +229.6% |
| BIV Vanguard Intermediate-Term B | 3.03% | 255,954 | $19.1M | Add +3.5% |
| IWF iShares Russell 1000 Growth | 2.44% | 38,350 | $15.4M | Reduce -16.4% |
| MSFT Microsoft Corp. | 2.41% | 36,134 | $15.2M | Add +122.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.38% | 36,583 | $15.0M | Add +2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.03% | 75,830 | $12.8M | Add +15.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 2.00% | 43,718 | $12.7M | New |
| FBTC Fidelity Wise Origin Bitcoin | 1.65% | 128,085 | $10.4M | New |
| VEA Vanguard Ftse Developed ETF | 1.42% | 187,352 | $9.0M | Add +5.1% |
| VHT Vanguard Health Care ETF | 1.39% | 34,636 | $8.8M | Reduce -3.1% |
| GSEW Goldman Sachs Eql WGHT Large | 1.32% | 108,050 | $8.3M | Reduce -15.8% |
| VDC Vanguard Consumer Staple ETF | 1.30% | 38,943 | $8.2M | Reduce -6.0% |
| GSLC Goldman Activebeta US LC ETF | 1.28% | 70,402 | $8.1M | Add +7.6% |
| XLG Invesco S&P 500 Top 50 ETF | 1.28% | 162,110 | $8.1M | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 1.14% | 56,213 | $7.2M | Add +50.2% |
| NVDA Nvidia Corp. | 1.07% | 50,528 | $6.8M | Add +39.0% |
| SCHX Schwab US Large-Cap ETF | 1.00% | 272,353 | $6.3M | Add +6.0% |
| VWO Vanguard Ftse Emerging Marke | 0.99% | 141,298 | $6.2M | Add +1.4% |
| RDVY First Trust Rising Dividend | 0.92% | 98,713 | $5.8M | Reduce -17.5% |
| GBTC Grayscale Bitcoin Trust ETF | 0.87% | 74,339 | $5.5M | Add +246.0% |
| LLY Eli Lilly & Co. | 0.83% | 6,822 | $5.3M | Add +537.0% |
| AMZN Amazon.com Inc. | 0.83% | 23,939 | $5.3M | Reduce -6.2% |
| BSV Vanguard Short-Term Bond ETF | 0.79% | 64,794 | $5.0M | Add +1.9% |
| IWY iShares Russell Top 200 Grow | 0.76% | 20,530 | $4.8M | Add +4.1% |
| PG The Procter & Gamble Co. | 0.76% | 28,482 | $4.8M | Add +141.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.75% | 19,729 | $4.7M | Add +25.4% |
| TSLA Tesla Inc. | 0.75% | 11,679 | $4.7M | Add +88.3% |
| IJR iShares Core S&P Small-Cap E | 0.74% | 40,406 | $4.7M | Add +162.1% |
| XLK SS Technology Select Sector | 0.72% | 19,521 | $4.5M | Add +7.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.70% | 145,792 | $4.4M | Add +7.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.68% | 94,290 | $4.3M | Add +13.4% |
| VIG Vanguard Dividend Apprec ETF | 0.64% | 20,560 | $4.0M | Add +127.0% |
| SCHG Schwab US Large-Cap Growth | 0.62% | 140,584 | $3.9M | Add +8.6% |
| IWD iShares Russell 1000 Value E | 0.62% | 21,032 | $3.9M | New |
| PLTR Palantir Technologies Inc. Class A | 0.61% | 51,286 | $3.9M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 13,083 | $3.8M | Add +253.3% |
| VZ Verizon Communications Inc. | 0.59% | 93,879 | $3.8M | Add +52.7% |
| O Realty Income Corp. | 0.58% | 68,151 | $3.6M | Add +439.2% |
| WMT Walmart Inc. | 0.57% | 40,184 | $3.6M | Add +739.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 6,865 | $3.5M | Add +42.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.55% | 9,537 | $3.5M | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.54% | 9,994 | $3.4M | Reduce -1.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.54% | 34,750 | $3.4M | Add +8.5% |
| GLD SPDR Gold Shares | 0.54% | 14,049 | $3.4M | Reduce -17.8% |
| SCHV Schwab US Large-Cap Value | 0.52% | 126,237 | $3.3M | Add +1.9% |
| PFE Pfizer Inc. | 0.51% | 120,313 | $3.2M | New |
| PRU Prudential Financial Inc. | 0.50% | 26,431 | $3.1M | New |
| UTG Reaves Utility Income Fund | 0.49% | 98,082 | $3.1M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 6,693 | $3.0M | Add +72.8% |
| SLV iShares Silver Trust | 0.47% | 113,068 | $3.0M | Add +1208.2% |
| COST Costco Wholesale Corp. | 0.47% | 3,211 | $2.9M | Add +406.5% |
| DPG Duff & Phelps Utility & Inc. | 0.46% | 249,639 | $2.9M | Reduce -3.6% |
| SPSB SS SPDR P St C Corp. ETF | 0.46% | 96,853 | $2.9M | Add +1.3% |
| VGIT Vanguard Intermediate-Term T | 0.45% | 48,902 | $2.8M | Add +28.3% |
| NFLX Netflix Inc. | 0.44% | 3,136 | $2.8M | Add +543.9% |
| DLY Doubleline Yield Opport | 0.43% | 172,734 | $2.7M | Add +0.2% |
| EPD Enterprise Products Partners | 0.43% | 86,297 | $2.7M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 4,614 | $2.7M | Add +9.0% |
| PFN PIMCO Income Strategy FD II | 0.43% | 362,485 | $2.7M | Add +3.6% |
| GSY Invesco Ultra Short Duration | 0.42% | 52,349 | $2.6M | Reduce -21.1% |
| XLE SS Energy Select Sector | 0.42% | 30,617 | $2.6M | Add +16.9% |
| SCHD Schwab US DVD Equity ETF | 0.41% | 95,817 | $2.6M | Add +3.2% |
| T AT&T Inc. | 0.41% | 114,517 | $2.6M | Add +221.5% |
| IJH iShares Core S&P Midcap ETF | 0.41% | 41,827 | $2.6M | Add +6.2% |
| PDO PIMCO Dynamic Income Opport | 0.41% | 188,449 | $2.6M | Add +1.5% |
| ADBE Adobe Inc. | 0.40% | 5,728 | $2.5M | Add +779.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.40% | 77,373 | $2.5M | Add +0.3% |
| BKNG Booking Holdings Inc. | 0.39% | 493 | $2.4M | Add +508.6% |
| PYPL PayPal Holdings Inc. | 0.38% | 28,168 | $2.4M | New |
| JNJ Johnson & Johnson | 0.38% | 16,552 | $2.4M | Add +347.8% |
| BMY Bristol-Myers Squibb Co. | 0.38% | 42,066 | $2.4M | New |
| GOOG Alphabet Inc. Class C | 0.37% | 12,214 | $2.3M | Add +51.1% |
| WEA Western Asset Premier Bond | 0.37% | 214,828 | $2.3M | Add +1.1% |
| HOOD Robinhood Markets Inc. Class A | 0.36% | 61,863 | $2.3M | New |
| STEW SRH Total Return Fund Inc. | 0.36% | 142,116 | $2.3M | New |
| VRT Vertiv Holdings Co. Class A | 0.36% | 19,867 | $2.3M | New |
| USHY iShares Broad Usd High Yield | 0.36% | 61,310 | $2.3M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.36% | 11,850 | $2.2M | Add +40.0% |
| ADX Adams Diversified Equity | 0.35% | 110,161 | $2.2M | New |
| SDHY Pgim SHRT Durat Hi YLD | 0.35% | 137,058 | $2.2M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.35% | 9,177 | $2.2M | Add +85.5% |
| EME Emcor Group Inc. | 0.34% | 4,773 | $2.2M | New |
| FIX Comfort Systems USA Inc. | 0.33% | 4,986 | $2.1M | New |
| FPF First TR Interm Dur & Inc. | 0.33% | 115,172 | $2.1M | Add +2.8% |
| WDI Western Asset Divers Inc. | 0.33% | 144,606 | $2.1M | Reduce -2.8% |
| HD Home Depot Inc. | 0.32% | 5,234 | $2.0M | Add +243.4% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.32% | 165,286 | $2.0M | Add +2.4% |
| UTF Cohen & Steers Infrastructur | 0.32% | 83,652 | $2.0M | Add +1.4% |
| DMO Western Asset Mort Def Opp | 0.31% | 165,424 | $2.0M | Reduce -7.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 8,696 | $1.9M | Add +797.4% |
| XRNPX Cohen & Steers REIT and Pref | 0.30% | 91,405 | $1.9M | Add +4.4% |
| VNQ Vanguard Real Estate ETF | 0.30% | 20,974 | $1.9M | Reduce -1.7% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 13,998 | $1.8M | New |
| XAI OCTAGN FLT RAT & ALT INM | 0.28% | 270,421 | $1.8M | Add +6.9% |
| PCN PIMCO Corporate & Income STR | 0.28% | 133,720 | $1.8M | Add +1.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 6,381 | $1.8M | Add +7.2% |
| ACWV iShares MSCI Global Min Vol | 0.28% | 16,274 | $1.8M | Add +2.7% |
| JRI Nuveen Real Asset Inc. & GRW | 0.28% | 144,292 | $1.8M | Add +4.5% |
| CVX Chevron Corp. | 0.27% | 11,646 | $1.7M | Add +145.0% |
| AGNC AGNC Investment Corp. | 0.27% | 181,744 | $1.7M | Add +40.6% |
| IFN Aberdeen India Fund Inc. | 0.26% | 105,981 | $1.7M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 9,386 | $1.6M | Reduce -0.9% |
| VGT Vanguard Info Tech ETF | 0.25% | 2,558 | $1.6M | Add +7.4% |
| LRCX Lam Research Corp. | 0.25% | 21,930 | $1.6M | Add +1.3% |
| DGRO iShares Core Dividend Growth | 0.25% | 25,318 | $1.6M | Add +4.1% |
| BIZD Vaneck BDC Income ETF | 0.24% | 91,406 | $1.5M | Add +49.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.24% | 21,632 | $1.5M | Add +14.5% |
| VONG Vanguard Russell 1000 Growth | 0.23% | 14,334 | $1.5M | New |
| DSL Doubleline Income Solutions | 0.23% | 117,602 | $1.5M | Reduce -1.0% |
| BTC Grayscale Bitcoin Mini ETF | 0.23% | 35,254 | $1.5M | Add +873.3% |
| META Meta Platforms Inc. Class A | 0.23% | 2,469 | $1.4M | Add +4.1% |
| BJUN Innovator U.S. Equity Buffer | 0.21% | 32,600 | $1.4M | Add +3.5% |
| INTC Intel Corp. | 0.21% | 66,221 | $1.3M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.20% | 21,830 | $1.3M | Add +364.3% |
| VPU Vanguard Utilities ETF | 0.20% | 7,829 | $1.3M | Add +3.6% |
| VOO Vanguard S&P 500 ETF | 0.20% | 2,371 | $1.3M | Reduce -2.5% |
| PPLT Abrdn Physical Platinum SHRS | 0.20% | 15,370 | $1.3M | New |
| VCIT Vanguard Int-Term Corporate | 0.20% | 15,885 | $1.3M | Add +0.5% |
| SCHM Schwab US Mid Cap ETF | 0.20% | 45,297 | $1.3M | New |
| RITM Rithm Capital Corp. | 0.20% | 115,174 | $1.2M | Add +30.6% |
| XLV SS Health Care Select Sector | 0.20% | 9,034 | $1.2M | Reduce -2.7% |
| XBMEX BlackRock Health Sciences | 0.19% | 32,433 | $1.2M | Reduce -23.8% |
| COIN Coinbase Global Inc. Class A | 0.19% | 4,904 | $1.2M | New |
| AMGN Amgen Inc. | 0.19% | 4,666 | $1.2M | New |
| VFH Vanguard Financials ETF | 0.19% | 10,287 | $1.2M | Add +1.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 4,749 | $1.2M | Reduce -0.2% |
| PFFA Virtus Infracap US Pref STCK | 0.19% | 54,307 | $1.2M | Add +11.8% |
| PAXS PIMCO Access Income Fund | 0.19% | 77,752 | $1.2M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.18% | 10,704 | $1.2M | Add +57.5% |
| DEA Easterly Govt Pptys Inc. | 0.18% | 100,200 | $1.1M | Add +3.9% |
| BGH Barings GLBL SHRT Dur Hi YLD | 0.18% | 72,904 | $1.1M | Add +1.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.18% | 32,653 | $1.1M | Add +4.9% |
| PDI PIMCO Dynamic Income Fund | 0.18% | 60,594 | $1.1M | Add +50.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 4,206 | $1.1M | Add +9.6% |
| DBL Doubleline Opport Credit | 0.17% | 70,787 | $1.1M | Add +6.8% |
| RLTY Cohen & Steers RL Est Opprt | 0.17% | 73,987 | $1.1M | Add +16.2% |
| AGG iShares Core U.S. Aggregate | 0.17% | 11,232 | $1.1M | Reduce -0.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.17% | 45,483 | $1.1M | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 5,423 | $1.1M | Add +7.5% |
| MGF Aberdeen Govrn MKTS Inc. Fund | 0.17% | 346,548 | $1.1M | Add +5.5% |
| DTD Wisdomtree US Total Dividend | 0.16% | 13,665 | $1.0M | Add +0.1% |
| UPS United Parcel Service Class B | 0.16% | 8,197 | $1.0M | Add +239.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 13,229 | $1.0M | Add +21.2% |
| PEGA Pegasystems Inc. | 0.16% | 11,036 | $1.0M | New |
| DOC Healthpeak Properties Inc. | 0.16% | 50,451 | $1.0M | Reduce -3.5% |
| BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU | 0.16% | 43,573 | $1.0M | Add +0.7% |
| QCOM Qualcomm Inc. | 0.16% | 6,640 | $1.0M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.16% | 3,774 | $1.0M | Reduce -1.7% |
| SHW The Sherwin-Williams Co. | 0.16% | 2,980 | $1.0M | No change |
| CSX CSX Corp. | 0.16% | 30,772 | $993K | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.16% | 41,228 | $992K | Add +8.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.16% | 8,952 | $987K | Add +8.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.16% | 39,331 | $985K | Add +8.9% |
| CCI Crown Castle Inc. | 0.16% | 10,816 | $982K | Reduce -6.5% |
| PODD Insulet Corp. | 0.15% | 3,749 | $979K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.15% | 11,004 | $967K | New |
| PIM Franklin Master Interm IT-Ui filed as PUTNAM MASTER INTER INCOME T | 0.15% | 292,786 | $954K | Add +9.8% |
| TOTL SS Doubleline TR Tact ETF | 0.15% | 24,056 | $948K | Add +1.1% |
| VCR Vanguard Consumer Discre ETF | 0.15% | 2,521 | $946K | Reduce -5.8% |
| BMAR Innovator U.S. Equity Buffer | 0.15% | 20,408 | $942K | Add +0.6% |
| WISE Themes Generat Artif Intel | 0.15% | 24,490 | $940K | Add +1.0% |
| HR Healthcare Realty Trust Inc. | 0.15% | 55,333 | $938K | Add +1.5% |
| BCV Bancroft Fund Ltd. | 0.15% | 52,274 | $926K | Reduce -0.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.15% | 38,567 | $924K | Add +17.4% |
| TPHD Timothy Plan High DVD STCK | 0.15% | 25,359 | $922K | Reduce -0.4% |
| IDE Voya Infrastructure Indust | 0.15% | 90,748 | $921K | Reduce -8.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 12,973 | $912K | Add +15.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 8,179 | $911K | Reduce -3.6% |
| AMT American Tower Corp. | 0.14% | 4,800 | $880K | Add +4.1% |
| HYI Western Asset High Yield Opp | 0.14% | 73,857 | $873K | Add +1.7% |
| FDN First Trust DJ Internet Ind | 0.14% | 3,534 | $859K | Reduce -1.3% |
| IBTF iShares Ibonds Dec 2025 Term | 0.13% | 36,229 | $845K | Add +14.2% |
| AVPT Avepoint Inc. | 0.13% | 50,249 | $830K | Reduce -3.3% |
| ORCL Oracle Corp. | 0.13% | 4,962 | $827K | Add +59.0% |
| WPC WP Carey Inc. | 0.13% | 15,152 | $825K | New |
| AVGO Broadcom Inc. | 0.13% | 3,555 | $824K | Add +30.6% |
| IBTI iShares Ibonds Dec 2028 Term | 0.13% | 37,302 | $817K | New |
| EAGG iShares ESG Aware US Aggrega | 0.13% | 17,448 | $810K | Reduce -4.3% |
| IVV iShares Core S&P 500 ETF | 0.13% | 1,376 | $810K | Add +107.5% |
| TLT iShares 20+ Year Treasury BD | 0.13% | 9,064 | $792K | Add +4.8% |
| BSJS Invesco Bulletshares 2028 HY | 0.12% | 35,561 | $771K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.12% | 34,730 | $771K | Add +20.2% |
| V Visa Inc. Class A | 0.12% | 2,437 | $770K | Add +15.5% |
| MA Mastercard Inc. Class A | 0.12% | 1,457 | $767K | Add +6.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.12% | 4,740 | $767K | Add +5.1% |
| NJAN Innovator Growth 100 Power B | 0.12% | 15,937 | $766K | No change |
| VCLT Vanguard Long-Term Corp. Bond | 0.12% | 10,215 | $764K | Reduce -1.0% |
| RAIL Freightcar America Inc. | 0.12% | 82,970 | $743K | New |
| EMR Emerson Electric Co. | 0.11% | 5,799 | $719K | Add +186.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.11% | 28,609 | $712K | New |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 6,931 | $695K | New |
| FSCO FS Credit Opportunities Corp. | 0.11% | 101,909 | $695K | Add +1.8% |
| XGDVX Gabelli Dividend & Income TR | 0.11% | 28,170 | $680K | Reduce -2.0% |
| ET Energy Transfer LP | 0.11% | 34,361 | $673K | New |
| LMT Lockheed Martin Corp. | 0.11% | 1,385 | $673K | Add +170.0% |
| JEPI JPMorgan Equity Premium Inco | 0.11% | 11,673 | $672K | Add +228.6% |
| GAB Gabelli Equity Trust | 0.10% | 122,839 | $661K | Add +4.0% |
| STK Columbia Slgmn Prem Tech GR | 0.10% | 20,394 | $652K | Add +3.9% |
| VGK Vanguard Ftse Europe ETF | 0.10% | 10,118 | $642K | Reduce -2.1% |
| NLY Annaly Capital Management Inc. | 0.10% | 35,054 | $641K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 7,185 | $638K | New |
| XFFCX Flaherty & Crumrine Pref Inc. | 0.10% | 40,979 | $636K | Reduce -12.9% |
| IEMG iShares Core MSCI Emerging | 0.10% | 12,156 | $635K | Add +35.9% |
| NOW ServiceNow Inc. | 0.10% | 596 | $632K | Add +1.4% |
| VOOV Vanguard S&P 500 Value ETF | 0.10% | 3,415 | $630K | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.10% | 1,245 | $630K | Reduce -11.8% |
| FIXD First Trust Smith Opportunis | 0.10% | 14,547 | $625K | Add +0.7% |
| AVUV Avantis US Small Cap Value | 0.10% | 6,220 | $600K | Add +1.3% |
| MCN Xai Madison Equity Premium I | 0.10% | 89,390 | $600K | Add +4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 13,478 | $592K | Add +4.7% |
| CMI Cummins Inc. | 0.09% | 1,698 | $592K | New |
| PMAR Innovator U.S. Equity Power | 0.09% | 14,527 | $584K | No change |
| CTAS Cintas Corp. | 0.09% | 3,181 | $581K | New |
| PLD Prologis Inc. | 0.09% | 5,428 | $574K | Add +61.8% |
| UNP Union Pacific Corp. | 0.09% | 2,514 | $573K | Add +92.5% |
| HASI Ha Sustainable Infrastructur | 0.09% | 21,337 | $572K | Reduce -6.5% |
| IWM iShares Russell 2000 ETF | 0.09% | 2,563 | $566K | Add +52.3% |
| AMAT Applied Materials Inc. | 0.09% | 3,455 | $562K | Add +2.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.09% | 3,989 | $540K | New |
| BCAT BlackRock Capital Alloc TR | 0.08% | 35,347 | $536K | No change |
| GSIE Goldman Sachs Activebeta Int | 0.08% | 16,041 | $535K | New |
| PFO Flaherty & Crumrine P&I Opp | 0.08% | 59,058 | $532K | Reduce -32.9% |
| ARTY iShares Future AI & Tech ETF | 0.08% | 14,316 | $531K | Add +0.8% |
| TIP iShares Tips Bond ETF | 0.08% | 4,972 | $530K | Add +0.1% |
| OVLH Overlay SHRS HDG LRG Cap Eqy | 0.08% | 15,463 | $528K | Add +1.4% |
| KLAC KLA Corp. | 0.08% | 827 | $521K | Add +2.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 10,092 | $516K | Add +153.1% |
| NEE Nextera Energy Inc. | 0.08% | 7,179 | $515K | Add +20.5% |
| XSHQ Invesco S&P Smallcap Quality | 0.08% | 12,128 | $514K | Add +0.0% |
| XLP SS Consumer Staples Sel Sect | 0.08% | 6,471 | $509K | Reduce -3.5% |
| SPHY SS SPDR P High Yield ETF | 0.08% | 21,181 | $497K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.08% | 7,797 | $495K | Add +17.2% |
| BITB Bitwise Bitcoin ETF | 0.08% | 9,396 | $478K | Add +42.9% |
| MRK Merck & Co. Inc. | 0.07% | 4,715 | $469K | Add +19.6% |
| SBUX Starbucks Corp. | 0.07% | 5,118 | $467K | Reduce -0.3% |
| AVDE Avantis International Equity | 0.07% | 7,488 | $460K | New |
| PEP Pepsico Inc. | 0.07% | 2,990 | $455K | New |
| BSJP Invesco Bulletshares 2025 HY | 0.07% | 19,380 | $447K | Add +4.9% |
| MCD McDonald's Corp. | 0.07% | 1,537 | $446K | New |
| DE Deere & Co. | 0.07% | 1,040 | $441K | Add +3.0% |
| XLY SS Consumer Disc Select Sect | 0.07% | 1,959 | $440K | Reduce -0.8% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.07% | 14,680 | $437K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 6,337 | $437K | Add +108.4% |
| GIGB Goldman Sachs Inv GRD Corp. | 0.07% | 9,685 | $437K | New |
| OGIG Alps Oshares Global Internet | 0.07% | 9,374 | $431K | Reduce -11.7% |
| MO Altria Group Inc. | 0.07% | 8,244 | $431K | Add +34.3% |
| FBND Fidelity Total Bond ETF | 0.07% | 9,576 | $430K | Add +10.0% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.07% | 18,504 | $428K | Add +8.7% |
| EJAN Innovator Emerging Markets P | 0.07% | 14,423 | $425K | No change |
| ARE Alexandria Real Estate Equit | 0.07% | 4,290 | $419K | Add +18.7% |
| CION Cion Investment Corp. | 0.07% | 36,610 | $417K | New |
| XSMO Invesco S&P Smallcap Momentu | 0.07% | 6,289 | $416K | Reduce -0.2% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.07% | 18,485 | $411K | Add +13.0% |
| USFR Wisdomtree Floating Rate Tre | 0.06% | 8,131 | $409K | Reduce -27.4% |
| RFI Cohen & Steers Tot Ret RLTY | 0.06% | 34,020 | $394K | Add +10.0% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.06% | 12,890 | $392K | New |
| BLW BlackRock Ltd. Durat Inc. TR | 0.06% | 27,726 | $392K | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 1,135 | $388K | New |
| MCK McKesson Corp. | 0.06% | 678 | $386K | Add +36.1% |
| SPGI S&P Global Inc. | 0.06% | 774 | $385K | Add +5.7% |
| IWO iShares Russell 2000 Growth | 0.06% | 1,336 | $384K | Reduce -1.6% |
| JHMM John Hancock Multi Fact Mid | 0.06% | 6,355 | $380K | New |
| PEY Invesco High Yield Equity Di | 0.06% | 17,787 | $378K | Add +0.1% |
| MET Metlife Inc. | 0.06% | 4,601 | $377K | Add +10.2% |
| DFUS Dimensional US Eq MKT ETF | 0.06% | 5,829 | $372K | New |
| ENB Enbridge Inc. | 0.06% | 8,754 | $371K | Add +28.0% |
| HACK Amplify Cybersecurity ETF | 0.06% | 4,888 | $364K | Add +0.0% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.06% | 5,058 | $363K | Add +0.8% |
| ORLY O'reilly Automotive Inc. | 0.06% | 300 | $356K | Add +5.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.06% | 1,685 | $355K | Add +60.6% |
| ABBV Abbvie Inc. | 0.06% | 1,986 | $353K | Add +24.4% |
| KMI Kinder Morgan Inc. | 0.05% | 12,631 | $346K | Add +20.5% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 6,472 | $343K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.05% | 5,234 | $343K | New |
| UGI Ugi Corp. | 0.05% | 12,041 | $340K | Reduce -15.8% |
| ICSH iShares Ultra Short Duration | 0.05% | 6,740 | $340K | No change |
| BND Vanguard Total Bond Market | 0.05% | 4,711 | $339K | Add +7.9% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.05% | 2,991 | $337K | New |
| BKLN Invesco Senior Loan ETF | 0.05% | 15,851 | $334K | Reduce -4.4% |
| KO The Coca-Cola Co. | 0.05% | 5,314 | $331K | Add +17.1% |
| ADP Automatic Data Processing | 0.05% | 1,121 | $328K | Add +50.1% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 626 | $326K | Add +1.6% |
| CARY Angel Oak Income ETF | 0.05% | 15,741 | $324K | New |
| IGM iShares Expanded Tech Sector | 0.05% | 3,160 | $323K | Add +0.2% |
| ETHW Bitwise Ethereum ETF | 0.05% | 13,431 | $322K | New |
| CLX Clorox Company | 0.05% | 1,956 | $318K | New |
| PANW Palo Alto Networks Inc. | 0.05% | 1,730 | $315K | Add +0.3% |
| HELO JPMorgan Hedged Equity ETF | 0.05% | 5,049 | $313K | Reduce -0.4% |
| GRMN Garmin Ltd. | 0.05% | 1,506 | $311K | New |
| LIN Linde PLC | 0.05% | 740 | $310K | Add +16.2% |
| BITO Proshares Bitcoin ETF-Usd | 0.05% | 13,585 | $309K | New |
| BAB Invesco Taxable Municipal Bo | 0.05% | 11,810 | $309K | Add +4.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.05% | 13,544 | $307K | Add +0.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.05% | 5,963 | $307K | Reduce -8.5% |
| LOW Lowe's Cos Inc. | 0.05% | 1,232 | $304K | New |
| ABT Abbott Laboratories | 0.05% | 2,666 | $302K | Add +8.0% |
| TGT Target Corp. | 0.05% | 2,218 | $300K | New |
| SRLN SS Blackstone Sr Loan ETF | 0.05% | 7,142 | $298K | Reduce -0.9% |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.05% | 10,776 | $298K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.05% | 2,534 | $298K | Reduce -8.3% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,662 | $296K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.05% | 5,236 | $296K | Add +10.5% |
| AVEM Avantis Emerging Markets Eq | 0.05% | 5,010 | $295K | New |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.05% | 10,620 | $292K | Reduce -1.7% |
| IDNA iShares Gen-Immunology HLTH | 0.05% | 12,816 | $290K | Reduce -10.8% |
| AIQ Global X Art Intel & Tech | 0.05% | 7,482 | $289K | Add +2.3% |
| VTC Vanguard Total Corporate BND | 0.05% | 3,814 | $289K | New |
| RWO State Street SPDR Dow Jones | 0.05% | 6,676 | $286K | Reduce -9.7% |
| SIVR Abrdn Physical Silver Shares | 0.04% | 10,286 | $284K | New |
| FTHY First Trust Hi YLD Opp 2027 | 0.04% | 19,560 | $283K | Add +1.4% |
| GTO Invesco Total Return Bond Et | 0.04% | 6,088 | $282K | Reduce -0.4% |
| QJUN FT Vest Nasdaq-100 Buffer Et | 0.04% | 9,867 | $277K | No change |
| KMB Kimberly-Clark Corp. | 0.04% | 2,110 | $276K | New |
| SGOL Abrdn Physical Gold Shares | 0.04% | 11,000 | $276K | New |
| TXN Texas Instruments Inc. | 0.04% | 1,406 | $264K | New |
| STPZ PIMCO 1-5 Year US Tips Index | 0.04% | 5,000 | $261K | New |
| DUK Duke Energy Corp. | 0.04% | 2,419 | $261K | New |
| PM Philip Morris International | 0.04% | 2,163 | $260K | Add +19.6% |
| MRVL Marvell Technology Inc. | 0.04% | 2,343 | $259K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 3,418 | $259K | Reduce -68.9% |
| EWJ iShares MSCI Japan ETF | 0.04% | 3,810 | $256K | Reduce -3.2% |
| EOG EOG Resources Inc. | 0.04% | 2,075 | $254K | Reduce -20.4% |
| NVS Novartis AG-Sponsored ADR | 0.04% | 2,598 | $253K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.04% | 8,203 | $252K | Reduce -1.3% |
| CINF Cincinnati Financial Corp. | 0.04% | 1,742 | $250K | New |
| CEFS Saba Opport Hedg Cef ETF-Usd | 0.04% | 11,554 | $247K | Reduce -4.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.04% | 4,521 | $247K | New |
| WBD Warner Bros Discovery Inc. | 0.04% | 23,320 | $246K | New |
| GMAY FT Vest U.S. Equity Moderate | 0.04% | 6,648 | $245K | No change |
| ETR Entergy Corp. | 0.04% | 3,184 | $241K | Reduce -2.1% |
| FVD First Trust Value Line DVD | 0.04% | 5,467 | $239K | New |
| BA The Boeing Co. | 0.04% | 1,344 | $238K | New |
| BOND PIMCO Active Bond Exchange-T | 0.04% | 2,555 | $231K | No change |
| WMB Williams Cos Inc. | 0.04% | 4,241 | $230K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.04% | 5,082 | $228K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.04% | 2,517 | $227K | Add +0.0% |
| IHAK iShares Cybersecurity & Tech | 0.04% | 4,608 | $225K | Reduce -18.3% |
| CRM Salesforce Inc. | 0.04% | 668 | $223K | New |
| GS Goldman Sachs Group Inc. | 0.04% | 386 | $221K | New |
| HDV iShares Core High Dividend E | 0.04% | 1,967 | $221K | New |
| DXCM Dexcom Inc. | 0.03% | 2,824 | $220K | New |
| IFLN Invesco Bloomberg Enhanced F | 0.03% | 12,116 | $219K | Add +4.5% |
| ELV Elevance Health Inc. | 0.03% | 593 | $219K | New |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,474 | $219K | New |
| MORT Vaneck Mortgage REIT Income | 0.03% | 20,465 | $217K | No change |
| ARCC Ares Capital Corp. | 0.03% | 9,814 | $215K | New |
| MU Micron Technology Inc. | 0.03% | 2,547 | $214K | Add +5.3% |
| ETN Eaton Corp. PLC | 0.03% | 634 | $210K | New |
| XLI SS Industrial Select Sector | 0.03% | 1,592 | $210K | New |
| WM Waste Management Inc. | 0.03% | 1,020 | $206K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 1,927 | $206K | Reduce -5.5% |
| MCI Barings Corporate Investors | 0.03% | 10,102 | $206K | New |
| VTWO Vanguard Russell 2000 ETF | 0.03% | 2,300 | $205K | Reduce -8.0% |
| HIG Hartford Insurance Group Inc. | 0.03% | 1,874 | $205K | No change |
| BBDC Barings BDC Inc. | 0.03% | 21,236 | $203K | New |
| SNOW Snowflake Inc. | 0.03% | 1,312 | $203K | New |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.03% | 2,152 | $202K | Reduce -1.2% |
| PGX Invesco Preferred ETF | 0.03% | 17,241 | $199K | Reduce -1.3% |
| PFL PIMCO Income Strategy Fund | 0.03% | 22,540 | $189K | Add +8.8% |
| XTEAX Tortoise Sust&social Imp Ter | 0.03% | 15,260 | $183K | Add +0.8% |
| FIGS Figs Inc. Class A | 0.03% | 28,900 | $179K | New |
| AQN Algonquin Power & Utilities | 0.03% | 38,963 | $173K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 15,996 | $158K | New |
| BHK BlackRock Core Bond Trust | 0.02% | 13,707 | $143K | Reduce -7.7% |
| VVR Invesco Senior Income Trust | 0.02% | 34,580 | $137K | Add +0.8% |
| USA Liberty All Star Equity Fund | 0.02% | 17,777 | $124K | No change |
| ICLN iShares Global Clean Energy | 0.02% | 10,491 | $119K | Reduce -22.9% |
| ENVIROTECH VEHICLES INC | 0.00% | 25,250 | $31K | No change |
| FUSION FUEL GREEN PLC | 0.00% | 53,736 | $30K | No change |
| EKSO BIONICS HOLDINGS INC | 0.00% | 10,199 | $6K | New |
| AMLIF American Lithium Corp. | 0.00% | 16,551 | $6K | Add +13.7% |