| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.48% | 941,590 | $37.2M | Add +3.8% |
| AAPL Apple Inc. | 3.45% | 139,815 | $28.7M | Add +5.6% |
| JCPB JPMorgan Core Plus Bond ETF | 3.15% | 556,879 | $26.2M | Add +12.9% |
| VTI VG Morningstar TS MKT ETF-US | 2.81% | 76,722 | $23.3M | Add +6.0% |
| MSFT Microsoft Corp. | 2.72% | 45,417 | $22.6M | Add +5.0% |
| PYLD PIMCO Multisector Bond Actv | 2.47% | 772,936 | $20.5M | Add +25.9% |
| CGCB Cap Group Core Bond | 2.35% | 742,923 | $19.5M | Add +11.8% |
| VXF Vanguard Extended Market ETF | 2.35% | 101,232 | $19.5M | Add +4.7% |
| AMZN Amazon.com Inc. | 1.87% | 70,828 | $15.5M | Add +2.9% |
| NVDA Nvidia Corp. | 1.83% | 96,041 | $15.2M | Add +6.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.75% | 26,356 | $14.5M | Reduce -15.5% |
| BND Vanguard Total Bond Market | 1.58% | 178,637 | $13.2M | Reduce -13.7% |
| QUS SS SPDR MSCI U Stratfact ETF | 1.53% | 78,018 | $12.7M | Add +1.1% |
| OEF iShares S&P 100 ETF | 1.38% | 37,530 | $11.4M | Add +8.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.27% | 36,894 | $10.5M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 1.23% | 17,920 | $10.2M | Add +35.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.13% | 128,930 | $9.4M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.05% | 104,977 | $8.8M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 1.01% | 13,546 | $8.4M | Reduce -8.3% |
| SCHD Schwab US DVD Equity ETF | 0.88% | 275,418 | $7.3M | Add +3.4% |
| BIV Vanguard Intermediate-Term B | 0.85% | 90,892 | $7.0M | Add +0.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.81% | 166,160 | $6.7M | Reduce -1.2% |
| WMT Walmart Inc. | 0.76% | 64,550 | $6.3M | Reduce -0.0% |
| ORCL Oracle Corp. | 0.74% | 28,188 | $6.2M | Add +16.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.74% | 22,014 | $6.2M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.73% | 25,505 | $6.0M | Add +2.5% |
| COST Costco Wholesale Corp. | 0.73% | 6,098 | $6.0M | Add +23.7% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.71% | 307,908 | $5.9M | Add +7.6% |
| GOOGL Alphabet Inc. Class A | 0.67% | 31,416 | $5.5M | Add +0.8% |
| CRM Salesforce Inc. | 0.66% | 20,181 | $5.5M | Add +423.6% |
| JEPI JPMorgan Equity Premium Inco | 0.65% | 95,522 | $5.4M | Reduce -0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.63% | 57,455 | $5.3M | Add +95.6% |
| JPM JPMorgan Chase & Co. | 0.63% | 18,101 | $5.2M | Add +5.1% |
| ULTA Ulta Beauty Inc. | 0.59% | 10,430 | $4.9M | New |
| IAGG iShares Intl Aggregate Bond | 0.58% | 94,439 | $4.8M | Add +5.1% |
| NEM Newmont Corp. | 0.58% | 82,155 | $4.8M | Add +5972.1% |
| CMCSA Comcast Corp. Class A | 0.58% | 133,949 | $4.8M | Add +476.4% |
| VONG Vanguard Russell 1000 Growth | 0.57% | 43,319 | $4.7M | Add +6.0% |
| CVS CVS Health Corp. | 0.57% | 68,509 | $4.7M | Add +78646.0% |
| INCY Incyte Corp. | 0.56% | 68,640 | $4.7M | Add +10.6% |
| CGGR Cap Group Growth Equity | 0.56% | 114,619 | $4.7M | Add +40.0% |
| NBIX Neurocrine Biosciences Inc. | 0.55% | 36,587 | $4.6M | Add +135407.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 25,786 | $4.6M | Add +8.4% |
| EG Everest Group Ltd. | 0.55% | 13,341 | $4.5M | Add +28.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 9,330 | $4.5M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 6,995 | $4.3M | Add +1.5% |
| JPIE JPMorgan Income ETF | 0.51% | 90,738 | $4.2M | Add +18.9% |
| SPEM State Street SP PTF Em ETF | 0.50% | 97,558 | $4.2M | Add +5.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.50% | 112,396 | $4.2M | Reduce -6.8% |
| META Meta Platforms Inc. Class A | 0.49% | 5,464 | $4.0M | Add +5.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 42,006 | $4.0M | Add +13.8% |
| HUM Humana Inc. | 0.48% | 16,373 | $4.0M | Add +12.4% |
| LMBS First Trust Low Duration Opp | 0.48% | 81,086 | $4.0M | Add +40.7% |
| CI The Cigna Group | 0.48% | 11,960 | $4.0M | Add +3480.8% |
| WMB Williams Cos Inc. | 0.42% | 55,743 | $3.5M | Reduce -4.2% |
| GLD SPDR Gold Shares | 0.42% | 11,377 | $3.5M | Reduce -7.7% |
| AVGO Broadcom Inc. | 0.42% | 12,544 | $3.5M | Add +8.7% |
| LNG Cheniere Energy Inc. | 0.41% | 14,103 | $3.4M | Reduce -7.2% |
| ETN Eaton Corp. PLC | 0.41% | 9,560 | $3.4M | Reduce -3.9% |
| IWM iShares Russell 2000 ETF | 0.40% | 15,370 | $3.3M | Add +19.7% |
| GDX Vaneck Gold Miners ETF | 0.40% | 63,572 | $3.3M | Reduce -10.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.38% | 69,141 | $3.2M | Add +0.5% |
| V Visa Inc. Class A | 0.38% | 8,949 | $3.2M | Reduce -4.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.38% | 8,000 | $3.2M | Add +4838.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 7,220 | $3.2M | Add +4.2% |
| CCJ Cameco Corp. | 0.38% | 42,502 | $3.2M | Reduce -3.1% |
| AVDV Avantis Intl S/C Value ETF | 0.37% | 38,629 | $3.1M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.37% | 17,219 | $3.1M | Reduce -9.1% |
| SDVY First Trust Smid Cap Rising | 0.35% | 82,303 | $2.9M | Add +12.1% |
| FVD First Trust Value Line DVD | 0.35% | 64,382 | $2.9M | Add +9.4% |
| CGCP Cap Group Core Plus Income | 0.34% | 127,094 | $2.9M | Reduce -2.6% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 25,711 | $2.8M | Reduce -17.0% |
| VXUS Vanguard Total Intl Stock | 0.33% | 40,179 | $2.8M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.32% | 24,905 | $2.7M | Reduce -59.4% |
| AMLP Alerian MLP ETF | 0.32% | 54,436 | $2.7M | Add +0.1% |
| CYBR Cyberark Software Ltd./Israel | 0.32% | 6,483 | $2.6M | Reduce -3.8% |
| NOBL Proshares S&P 500 Dividend A | 0.32% | 26,045 | $2.6M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 32,370 | $2.6M | Add +0.8% |
| ABBV Abbvie Inc. | 0.31% | 13,806 | $2.6M | Reduce -4.3% |
| EMLP First Trust North American E | 0.31% | 67,909 | $2.5M | Add +5.4% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 41,015 | $2.5M | Reduce -5.5% |
| CVX Chevron Corp. | 0.31% | 17,737 | $2.5M | Add +1.7% |
| IBN Icici Bank Ltd.-Spon ADR | 0.28% | 68,885 | $2.3M | Reduce -3.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.28% | 52,496 | $2.3M | Add +12.9% |
| IEMG iShares Core MSCI Emerging | 0.28% | 38,149 | $2.3M | Add +14.2% |
| TSLA Tesla Inc. | 0.27% | 7,164 | $2.3M | Add +8.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.27% | 52,395 | $2.3M | Add +9.6% |
| MA Mastercard Inc. Class A | 0.27% | 3,979 | $2.2M | Reduce -6.2% |
| TDVG T Rowe Price Dividend Growth | 0.26% | 51,670 | $2.2M | Add +45.2% |
| HD Home Depot Inc. | 0.26% | 5,957 | $2.2M | Add +2.9% |
| VNQ Vanguard Real Estate ETF | 0.26% | 24,507 | $2.2M | Add +1.9% |
| AGNC AGNC Investment Corp. | 0.26% | 231,431 | $2.1M | Reduce -4.3% |
| CACI Caci International Inc. Class A | 0.26% | 4,452 | $2.1M | Add +13.9% |
| CECO Ceco Environmental Corp. | 0.26% | 74,886 | $2.1M | No change |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.25% | 77,430 | $2.1M | Add +10.1% |
| REZ Ishars Res and Multi Reales | 0.25% | 25,436 | $2.1M | Add +1.4% |
| TMUS T-Mobile US Inc. | 0.24% | 8,378 | $2.0M | Add +32.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.23% | 22,940 | $1.9M | Add +9.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.22% | 5,088 | $1.9M | Add +1.7% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.21% | 122,183 | $1.8M | Add +1320.9% |
| IXUS iShares Core Intl Stock ETF | 0.21% | 22,292 | $1.7M | Reduce -22.7% |
| SPIP SS SPDR P Tips ETF | 0.21% | 65,744 | $1.7M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.20% | 2,175 | $1.7M | Add +12.9% |
| HYDB iShares High Yield Systemati | 0.20% | 34,837 | $1.7M | Reduce -0.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 30,391 | $1.7M | Reduce -2.2% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 17,877 | $1.6M | Add +39.0% |
| ABT Abbott Laboratories | 0.20% | 12,087 | $1.6M | Reduce -5.6% |
| PM Philip Morris International | 0.19% | 8,859 | $1.6M | Reduce -14.2% |
| PG The Procter & Gamble Co. | 0.19% | 9,999 | $1.6M | Add +9.8% |
| PID Invesco International Divide | 0.19% | 76,691 | $1.6M | Add +22.0% |
| MU Micron Technology Inc. | 0.19% | 12,600 | $1.6M | Reduce -5.6% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 26,901 | $1.5M | Add +29.8% |
| CTAS Cintas Corp. | 0.18% | 6,838 | $1.5M | Reduce -0.5% |
| PJAN Innovator U.S. Equity Power | 0.18% | 34,571 | $1.5M | Reduce -0.2% |
| VZ Verizon Communications Inc. | 0.18% | 34,557 | $1.5M | Add +3.1% |
| SCHW Schwab (charles) Corp. | 0.18% | 16,273 | $1.5M | Reduce -30.6% |
| SPHY SS SPDR P High Yield ETF | 0.18% | 62,117 | $1.5M | Add +32.7% |
| FCX Freeport-McMoran Inc. | 0.18% | 34,049 | $1.5M | Add +2258.0% |
| JNJ Johnson & Johnson | 0.18% | 9,610 | $1.5M | Add +45.6% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 29,392 | $1.5M | Add +8.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.17% | 19,831 | $1.4M | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 11,617 | $1.4M | Reduce -35.4% |
| JPST JPMorgan Ultra-Short Income | 0.17% | 27,781 | $1.4M | Reduce -6.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.17% | 12,048 | $1.4M | Reduce -0.1% |
| MDT Medtronic PLC | 0.17% | 15,926 | $1.4M | Reduce -4.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.16% | 16,951 | $1.4M | Add +0.2% |
| NFLX Netflix Inc. | 0.16% | 1,017 | $1.4M | Add +18.0% |
| T AT&T Inc. | 0.16% | 46,384 | $1.3M | Reduce -4.1% |
| PAUG Innovator U.S. Equity Power | 0.16% | 32,742 | $1.3M | Reduce -13.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 4,473 | $1.3M | Add +7.4% |
| TT Trane Technologies PLC | 0.16% | 3,001 | $1.3M | Add +9.8% |
| PKE Park Aerospace Corp. | 0.16% | 88,544 | $1.3M | No change |
| IEF iShares 7-10 Year Treasury B | 0.16% | 13,593 | $1.3M | Reduce -2.6% |
| ADBE Adobe Inc. | 0.16% | 3,357 | $1.3M | Reduce -6.9% |
| VTIP Vanguard Short-Term Tips | 0.16% | 25,710 | $1.3M | Add +5.6% |
| NOW ServiceNow Inc. | 0.16% | 1,257 | $1.3M | Add +838.1% |
| UNH Unitedhealth Group Inc. | 0.15% | 4,113 | $1.3M | Add +14.4% |
| DVY iShares Select Dividend ETF | 0.15% | 9,551 | $1.3M | Add +5.7% |
| WFC Wells Fargo & Co. | 0.15% | 15,618 | $1.3M | Reduce -18.9% |
| MCD McDonald's Corp. | 0.15% | 4,243 | $1.2M | Add +11.1% |
| ISRG Intuitive Surgical Inc. | 0.15% | 2,251 | $1.2M | Add +419.9% |
| SCHV Schwab US Large-Cap Value | 0.15% | 43,747 | $1.2M | Add +1801.2% |
| SOXX iShares Semiconductor ETF | 0.14% | 5,006 | $1.2M | Reduce -4.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 24,337 | $1.2M | Reduce -13.4% |
| GLDM SPDR Gold Minishares Trust | 0.14% | 18,144 | $1.2M | Add +18.2% |
| LIN Linde PLC | 0.14% | 2,516 | $1.2M | Add +6.7% |
| PFEB Innovator U.S. Equity Power | 0.14% | 30,835 | $1.2M | Add +64.5% |
| OKE Oneok Inc. | 0.14% | 14,240 | $1.2M | Add +877.4% |
| PJUL Innovator U.S. Equity Power | 0.14% | 26,162 | $1.1M | Add +10.9% |
| PWR Quanta Services Inc. | 0.14% | 3,031 | $1.1M | Reduce -0.7% |
| TLT iShares 20+ Year Treasury BD | 0.14% | 12,910 | $1.1M | Reduce -11.7% |
| PDBC Invesco Optimum Yield Divers | 0.14% | 86,180 | $1.1M | Add +0.3% |
| TEM Tempus AI Inc. Class A | 0.13% | 17,402 | $1.1M | Add +2056.4% |
| BALT Inn Defined Wealth Shield | 0.13% | 34,309 | $1.1M | Add +107.9% |
| BOND PIMCO Active Bond Exchange-T | 0.13% | 11,835 | $1.1M | Add +2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 22,621 | $1.1M | Add +1.9% |
| VONE Vanguard Russell 1000 | 0.13% | 3,788 | $1.1M | Reduce -11.0% |
| DUK Duke Energy Corp. | 0.13% | 8,963 | $1.1M | Add +21.8% |
| AMGN Amgen Inc. | 0.13% | 3,762 | $1.1M | Reduce -33.2% |
| AXP American Express Co. | 0.13% | 3,292 | $1.1M | Add +0.9% |
| PSEP Innovator U.S. Equity Power | 0.13% | 25,640 | $1.0M | Add +9.0% |
| SCHF Schwab Intl Equity ETF | 0.13% | 47,436 | $1.0M | Add +395.0% |
| EMB iShares JP Morgan Usd Emergi | 0.12% | 11,143 | $1.0M | Add +6.7% |
| ANGL Vaneck Fallen Angel High YLD | 0.12% | 35,050 | $1.0M | Add +1.0% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.12% | 21,259 | $1.0M | New |
| COF Capital One Financial Corp. | 0.12% | 4,779 | $1.0M | Add +6.4% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 9,232 | $1.0M | Add +40.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.12% | 13,538 | $1.0M | Reduce -0.2% |
| SPTS SS SPDR P St Term TSY ETF | 0.12% | 34,265 | $1.0M | Add +9013.0% |
| NEE Nextera Energy Inc. | 0.12% | 13,962 | $969K | Add +6.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.12% | 18,972 | $963K | Add +851.5% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 7,153 | $954K | Add +0.1% |
| PAPR Innovator U.S. Equity Power | 0.11% | 25,208 | $940K | Add +17.2% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 4,554 | $932K | Reduce -24.2% |
| MRSH Marsh & McLennan Cos | 0.11% | 4,205 | $919K | Add +180.7% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 6,668 | $909K | Add +53.8% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 2,228 | $903K | Add +8.9% |
| FSIG FT Ltd. Duration Inv Grade | 0.11% | 47,176 | $902K | Add +39.3% |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 4,913 | $898K | Reduce -28.6% |
| AMD Advanced Micro Devices | 0.11% | 6,298 | $894K | Add +117.4% |
| FTSM First Trust Enh Short Mat FD | 0.11% | 14,798 | $886K | Add +21.8% |
| PH Parker Hannifin Corp. | 0.11% | 1,251 | $874K | Add +1.0% |
| FLG Flagstar Bank NA | 0.10% | 82,309 | $872K | Add +31.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 7,054 | $871K | Add +6.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 35,432 | $869K | Add +59.9% |
| SCHX Schwab US Large-Cap ETF | 0.10% | 35,558 | $869K | Add +16.5% |
| DIVB iShares Core Dividend ETF | 0.10% | 17,188 | $865K | Add +1.1% |
| KO The Coca-Cola Co. | 0.10% | 12,144 | $859K | Reduce -16.3% |
| SPGI S&P Global Inc. | 0.10% | 1,607 | $847K | Add +3.7% |
| ZJUL Innovator Edp ETF 1 YR July | 0.10% | 29,972 | $845K | Add +4.5% |
| EOG EOG Resources Inc. | 0.10% | 6,889 | $824K | Add +2.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.10% | 16,439 | $814K | Add +10.5% |
| IVE iShares S&P 500 Value ETF | 0.10% | 4,162 | $813K | Add +1.9% |
| WELL Welltower Inc. | 0.10% | 5,288 | $813K | Add +141.2% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.10% | 24,225 | $810K | Add +23.0% |
| PDEC Innovator U.S. Equity Power | 0.10% | 20,204 | $808K | Reduce -4.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.10% | 12,348 | $807K | Reduce -14.5% |
| RDVY First Trust Rising Dividend | 0.10% | 12,762 | $801K | Add +3.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.10% | 3,513 | $798K | Add +44.5% |
| FDL First Trust Morn DVD Lead Inc. | 0.09% | 18,598 | $779K | Add +78.5% |
| ETR Entergy Corp. | 0.09% | 9,353 | $777K | Reduce -24.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.09% | 1,739 | $774K | Add +4.4% |
| PEP Pepsico Inc. | 0.09% | 5,846 | $772K | Reduce -4.9% |
| IWD iShares Russell 1000 Value E | 0.09% | 3,935 | $764K | No change |
| MO Altria Group Inc. | 0.09% | 12,972 | $761K | Reduce -14.3% |
| CSX CSX Corp. | 0.09% | 23,120 | $754K | Reduce -6.6% |
| CME Cme Group Inc. | 0.09% | 2,696 | $743K | Reduce -9.1% |
| PGR Progressive Corp. | 0.09% | 2,777 | $741K | Reduce -82.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.09% | 7,314 | $740K | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 1 | $729K | Reduce -88.9% |
| NLY Annaly Capital Management Inc. | 0.09% | 38,473 | $724K | Add +52.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.09% | 13,783 | $721K | Add +110.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 3,177 | $720K | Reduce -12.4% |
| UPS United Parcel Service Class B | 0.09% | 7,102 | $717K | Add +147.0% |
| AMT American Tower Corp. | 0.09% | 3,234 | $715K | Reduce -54.1% |
| SUB iShares Short-Term National | 0.09% | 6,659 | $708K | Add +0.6% |
| IDA Idacorp Inc. | 0.08% | 6,064 | $700K | Add +22.0% |
| BX Blackstone Inc. | 0.08% | 4,675 | $699K | Add +1.1% |
| NOC Northrop Grumman Corp. | 0.08% | 1,397 | $698K | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 0.08% | 9,948 | $690K | Add +1.5% |
| AVUV Avantis US Small Cap Value | 0.08% | 7,378 | $672K | Add +15.1% |
| CAT Caterpillar Inc. | 0.08% | 1,723 | $669K | Add +27.4% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 22,602 | $660K | Add +35.8% |
| WTRG Essential Utilities Inc. | 0.08% | 17,373 | $645K | Add +0.3% |
| AWK American Water Works Co. Inc. | 0.08% | 4,635 | $645K | Reduce -2.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.08% | 4,904 | $643K | Add +2.4% |
| APAM Artisan Partners Asset Ma -A | 0.08% | 14,433 | $640K | Add +794.2% |
| PFFD Global X US Preferred ETF | 0.08% | 33,962 | $640K | Add +313.3% |
| FIDU Fidelity MSCI Indust Indx | 0.08% | 8,231 | $638K | Reduce -3.4% |
| HCA HCA Healthcare Inc. | 0.08% | 1,633 | $626K | Reduce -6.0% |
| BKR Baker Hughes Co. | 0.07% | 16,154 | $619K | Add +542.3% |
| MRK Merck & Co. Inc. | 0.07% | 7,802 | $618K | Add +0.8% |
| ZTS Zoetis Inc. | 0.07% | 3,919 | $611K | Reduce -4.1% |
| MUB iShares National Muni Bond E | 0.07% | 5,840 | $610K | Reduce -21.8% |
| KR Kroger Co. | 0.07% | 8,427 | $604K | Add +431.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.07% | 25,944 | $603K | Add +1.3% |
| SNPS Synopsys Inc. | 0.07% | 1,166 | $598K | Add +3.5% |
| MS Morgan Stanley | 0.07% | 4,219 | $594K | Add +7.9% |
| ROP Roper Technologies Inc. | 0.07% | 1,038 | $588K | Add +10.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 7,120 | $581K | Add +62.3% |
| ED Consolidated Edison Inc. | 0.07% | 5,772 | $579K | Add +1010.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 2,948 | $575K | Add +1.0% |
| AME Ametek Inc. | 0.07% | 3,144 | $569K | Add +738.4% |
| SLGN Silgan Holdings Inc. | 0.07% | 10,407 | $564K | Add +692.6% |
| ALL Allstate Corp. | 0.07% | 2,782 | $560K | Add +0.2% |
| RVTY Revvity Inc. | 0.07% | 5,763 | $557K | Add +451.0% |
| BKNG Booking Holdings Inc. | 0.07% | 96 | $556K | Reduce -11.9% |
| PAYX Paychex Inc. | 0.07% | 3,809 | $554K | Add +257.0% |
| CGSD Cap Group Short Duration | 0.07% | 21,181 | $549K | Reduce -5.5% |
| NXPI NXP Semiconductors NV | 0.07% | 2,502 | $547K | Add +4.0% |
| GILD Gilead Sciences Inc. | 0.07% | 4,929 | $546K | Add +7.8% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 8,907 | $545K | Add +53.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.07% | 1,237 | $545K | Add +39.1% |
| LNT Alliant Energy Corp. | 0.07% | 9,006 | $545K | Add +697.0% |
| C Citigroup Inc. | 0.06% | 6,323 | $538K | Add +4.2% |
| PMAR Innovator U.S. Equity Power | 0.06% | 12,581 | $531K | Reduce -31.6% |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 8,294 | $527K | Add +19.5% |
| RSG Republic Services Inc. | 0.06% | 2,133 | $526K | Add +7010.0% |
| AGG iShares Core U.S. Aggregate | 0.06% | 5,191 | $515K | Add +21.9% |
| VGT Vanguard Info Tech ETF | 0.06% | 763 | $506K | Reduce -4.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.06% | 4,857 | $500K | Add +2.9% |
| KLAC KLA Corp. | 0.06% | 546 | $489K | Add +6.4% |
| QCOM Qualcomm Inc. | 0.06% | 3,066 | $488K | Add +4.0% |
| POCT Innovator U.S. Equity Power | 0.06% | 11,713 | $484K | Add +59.2% |
| EFA iShares MSCI Eafe ETF | 0.06% | 5,408 | $483K | Add +6.9% |
| SBUX Starbucks Corp. | 0.06% | 5,274 | $483K | Reduce -32.5% |
| WCN Waste Connections Inc. | 0.06% | 2,568 | $479K | Add +750.3% |
| TFX Teleflex Inc. | 0.06% | 4,033 | $477K | No change |
| PNOV Innovator U.S. Equity Power | 0.06% | 12,028 | $475K | Reduce -4.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.06% | 9,785 | $468K | Reduce -0.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 3,395 | $456K | Reduce -43.2% |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.05% | 18,698 | $456K | Add +144.8% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.05% | 9,392 | $455K | No change |
| CGMS Cap Group US Multi-Sect Bond | 0.05% | 16,348 | $452K | Add +9.2% |
| PFE Pfizer Inc. | 0.05% | 18,599 | $451K | Reduce -22.8% |
| SCHM Schwab US Mid Cap ETF | 0.05% | 16,005 | $449K | Add +2113.7% |
| OUNZ Vaneck Merk Gold ETF | 0.05% | 14,032 | $447K | Add +1936.6% |
| XLK SS Technology Select Sector | 0.05% | 1,749 | $443K | Reduce -3.6% |
| HDV iShares Core High Dividend E | 0.05% | 3,726 | $437K | Reduce -39.3% |
| USEP Innovator U.S. Equity Ultra | 0.05% | 11,819 | $436K | Reduce -0.6% |
| TOTL SS Doubleline TR Tact ETF | 0.05% | 10,758 | $432K | Add +1.0% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.05% | 12,692 | $427K | Add +5.2% |
| USB US Bancorp | 0.05% | 9,320 | $422K | Add +14.1% |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 3,037 | $421K | Add +0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.05% | 2,541 | $418K | Reduce -29.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.05% | 14,494 | $417K | Add +27.6% |
| FITB Fifth Third Bancorp | 0.05% | 10,080 | $415K | Reduce -11.0% |
| AEP American Electric Power | 0.05% | 3,995 | $414K | Add +0.6% |
| PFF iShares Preferred & Income S | 0.05% | 13,293 | $408K | Reduce -5.0% |
| FTV Fortive Corp. | 0.05% | 7,791 | $406K | Add +761.8% |
| CION Cion Investment Corp. | 0.05% | 42,245 | $404K | No change |
| LMT Lockheed Martin Corp. | 0.05% | 861 | $399K | Reduce -8.0% |
| BLK BlackRock Inc. | 0.05% | 375 | $393K | Reduce -42.0% |
| ORLY O'reilly Automotive Inc. | 0.05% | 4,360 | $393K | Add +14433.3% |
| UJAN Innovator U.S. Equity Ultra | 0.05% | 9,699 | $392K | No change |
| CFG Citizens Financial Group | 0.05% | 8,732 | $391K | Reduce -5.9% |
| IXN iShares Global Tech ETF | 0.05% | 4,105 | $379K | Reduce -6.4% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 1,466 | $377K | Add +13.0% |
| CEG Constellation Energy | 0.04% | 1,159 | $374K | Add +3.0% |
| ADP Automatic Data Processing | 0.04% | 1,212 | $374K | Add +21.0% |
| IP International Paper Co. | 0.04% | 7,965 | $373K | No change |
| VPU Vanguard Utilities ETF | 0.04% | 2,112 | $373K | Add +100.0% |
| XLF SS Financial Select Sector | 0.04% | 7,116 | $373K | Reduce -4.3% |
| XMMO Invesco S&P Midcap Momentum | 0.04% | 2,896 | $373K | Add +0.6% |
| SCMB Schwab Municipal Bond ETF | 0.04% | 14,631 | $368K | Add +1728.9% |
| PANW Palo Alto Networks Inc. | 0.04% | 1,795 | $367K | Add +3.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 1,323 | $367K | Add +6.0% |
| COKE Coca-Cola Consolidated Inc. | 0.04% | 3,280 | $366K | Add +2086.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.04% | 6,589 | $363K | Reduce -50.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 14,421 | $363K | Reduce -5.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 711 | $362K | Reduce -9.3% |
| DGRO iShares Core Dividend Growth | 0.04% | 5,625 | $360K | Reduce -5.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.04% | 8,447 | $358K | Reduce -21.4% |
| SCHA Schwab US Small-Cap ETF | 0.04% | 14,046 | $355K | Add +91.2% |
| GS Goldman Sachs Group Inc. | 0.04% | 498 | $352K | Add +56.6% |
| GEV GE Vernova Inc. | 0.04% | 663 | $351K | Add +4.4% |
| CINF Cincinnati Financial Corp. | 0.04% | 2,334 | $348K | Reduce -3.6% |
| TXN Texas Instruments Inc. | 0.04% | 1,647 | $342K | Reduce -27.2% |
| RTX RTX Corp. | 0.04% | 2,312 | $338K | Add +22.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 2,986 | $334K | Reduce -13.1% |
| ITOT iShares Core S&P Total U.S. | 0.04% | 2,476 | $334K | Reduce -27.4% |
| APD Air Products & Chemicals Inc. | 0.04% | 1,180 | $333K | Reduce -43.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 1,165 | $331K | Reduce -36.3% |
| ESGV Vanguard ESG US Stock ETF | 0.04% | 3,002 | $329K | Add +0.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.04% | 6,043 | $329K | Reduce -0.8% |
| AMAT Applied Materials Inc. | 0.04% | 1,787 | $327K | Add +10.7% |
| ENB Enbridge Inc. | 0.04% | 7,059 | $320K | Reduce -48.8% |
| ELV Elevance Health Inc. | 0.04% | 815 | $317K | Reduce -11.2% |
| PTL Inspire 500 ETF | 0.04% | 1,381 | $317K | Reduce -22.6% |
| MBB iShares MBS ETF | 0.04% | 3,356 | $315K | Reduce -10.6% |
| MET Metlife Inc. | 0.04% | 3,905 | $314K | Add +0.4% |
| VSAT Viasat Inc. | 0.04% | 21,218 | $310K | Add +7.6% |
| MINT PIMCO Enhanced Short Maturit | 0.04% | 2,995 | $301K | No change |
| WEC WEC Energy Group Inc. | 0.04% | 2,883 | $300K | Reduce -33.3% |
| IQLT iShares MSCI International Q | 0.04% | 6,938 | $300K | Add +0.0% |
| BOTZ Global X Robotics & Artifici | 0.04% | 9,144 | $299K | Reduce -20.9% |
| PBA Pembina Pipeline Corp. | 0.04% | 7,931 | $297K | No change |
| IDV iShares International Select | 0.04% | 8,598 | $297K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.04% | 6,941 | $296K | Add +12.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.04% | 5,388 | $293K | Add +15.6% |
| PEG Public Service Enterprise GP | 0.04% | 3,469 | $292K | Reduce -3.6% |
| ULST SS Ultra Short TM Bond ETF | 0.04% | 7,165 | $291K | Reduce -12.0% |
| ABNB Airbnb Inc. Class A | 0.03% | 2,193 | $290K | Add +58.7% |
| TDSC Exchange Listed Funds Trust | 0.03% | 11,989 | $290K | Reduce -32.0% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 3,234 | $289K | Add +6.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.03% | 1,194 | $287K | Add +36.9% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 3,625 | $285K | Reduce -66.2% |
| CMS CMS Energy Corp. | 0.03% | 4,115 | $285K | Add +3.6% |
| SMLV SS SPDR US SC Low Vol Idx | 0.03% | 2,272 | $284K | Add +0.5% |
| BMAR Innovator U.S. Equity Buffer | 0.03% | 5,776 | $283K | No change |
| SRE Sempra | 0.03% | 3,691 | $280K | Add +2.8% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 2,165 | $278K | Add +32.7% |
| BA The Boeing Co. | 0.03% | 1,320 | $277K | Add +7.9% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.03% | 7,752 | $275K | Reduce -0.0% |
| MCK McKesson Corp. | 0.03% | 374 | $274K | Add +17.2% |
| GIS General Mills Inc. | 0.03% | 5,248 | $272K | Add +19.3% |
| IDMO Invesco S&P International DE | 0.03% | 5,286 | $271K | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.03% | 662 | $268K | Add +6.8% |
| GSK GSK PLC-Spon ADR | 0.03% | 6,956 | $267K | Reduce -41.7% |
| DOW Dow Inc. | 0.03% | 10,049 | $266K | Add +245.7% |
| SGOV iShares 0-3 Month Treasury B | 0.03% | 2,638 | $266K | No change |
| SPHD Invesco S&P 500 High Dividen | 0.03% | 5,562 | $265K | Reduce -54.2% |
| VCIT Vanguard Int-Term Corporate | 0.03% | 3,173 | $263K | Reduce -9.3% |
| IGRO iShares Intl Div Growth ETF | 0.03% | 3,335 | $263K | Add +705.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.03% | 6,657 | $261K | Add +0.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.03% | 2,638 | $259K | Reduce -4.6% |
| IAU iShares Gold Trust | 0.03% | 4,144 | $258K | Reduce -14.1% |
| CB Chubb Ltd. | 0.03% | 885 | $256K | Add +449.7% |
| MUNI PIMCO Intermediate Municipal | 0.03% | 4,980 | $256K | No change |
| SO The Southern Co. | 0.03% | 2,763 | $254K | Reduce -4.9% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 1,011 | $254K | Reduce -22.5% |
| SPOT Spotify Technology SA | 0.03% | 326 | $250K | Add +10.5% |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 1,624 | $244K | No change |
| ES Eversource Energy | 0.03% | 3,830 | $244K | Add +40.5% |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | 0.03% | 9,154 | $243K | Add +369.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 22,257 | $241K | Add +13.1% |
| D Dominion Energy Inc. | 0.03% | 4,263 | $241K | Add +10.2% |
| TFC Truist Financial Corp. | 0.03% | 5,562 | $239K | Reduce -41.9% |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.03% | 9,189 | $238K | No change |
| EPD Enterprise Products Partners | 0.03% | 7,658 | $237K | No change |
| FSK FS KKR Capital Corp. | 0.03% | 11,436 | $237K | Reduce -23.6% |
| AFL Aflac Inc. | 0.03% | 2,248 | $237K | Reduce -1.1% |
| BIBL Inspire 100 ETF | 0.03% | 5,715 | $236K | No change |
| GPC Genuine Parts Co. | 0.03% | 1,913 | $232K | Reduce -44.5% |
| FTSL First Trust Senior Loan ETF | 0.03% | 5,044 | $231K | Add +17.5% |
| IAG Iamgold Corp. | 0.03% | 31,248 | $230K | Reduce -11.0% |
| FLMI Franklin Dynamic Municipal B | 0.03% | 9,300 | $226K | New |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.03% | 4,580 | $225K | Reduce -11.5% |
| INTU Intuit Inc. | 0.03% | 282 | $222K | Add +47.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 275 | $220K | Reduce -69.3% |
| FISV Fiserv Inc. | 0.03% | 1,277 | $220K | Add +16.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.03% | 2,344 | $220K | Add +2.9% |
| FE Firstenergy Corp. | 0.03% | 5,453 | $220K | Add +1.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.03% | 4,280 | $218K | No change |
| BDX Becton Dickinson and Co. | 0.03% | 1,262 | $217K | Reduce -40.8% |
| AGI Alamos Gold Inc. Class A | 0.03% | 8,156 | $217K | Reduce -1.0% |
| LAMR Lamar Advertising Co. Class A | 0.03% | 1,768 | $215K | Reduce -55.9% |
| TLH iShares 10-20 Year Treasury | 0.03% | 2,110 | $214K | Add +36.0% |
| FTCS First Trust Capital Strength | 0.03% | 2,357 | $214K | Reduce -32.0% |
| NI Nisource Inc. | 0.03% | 5,282 | $213K | Add +0.9% |
| NUEM Nuveen ESG Emerging Markets | 0.03% | 6,411 | $213K | Reduce -1.9% |
| EDIV State Street SPDR S&P Emergi | 0.02% | 5,391 | $206K | Add +26.0% |
| IWX iShares Russell Top 200 Valu | 0.02% | 2,436 | $205K | Reduce -31.4% |
| RF Regions Financial Corp. | 0.02% | 8,696 | $205K | Reduce -0.2% |
| XLY SS Consumer Disc Select Sect | 0.02% | 937 | $204K | Reduce -33.7% |
| COP Conocophillips | 0.02% | 2,262 | $203K | Add +3.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 1,973 | $202K | Add +7792.0% |
| FLOT iShares Floating Rate Bond E | 0.02% | 3,939 | $201K | Add +71.1% |
| LYG Lloyds Banking Group PLC-ADR | 0.02% | 38,368 | $163K | Reduce -47.9% |
| EQX Equinox Gold Corp. | 0.02% | 27,446 | $158K | Add +264.0% |
| CHW Calamos Global Dynamic Incom | 0.02% | 22,117 | $158K | Add +244.8% |
| GNL Global Net Lease Inc. | 0.02% | 16,787 | $127K | No change |
| IVR Invesco Mortgage Capital | 0.01% | 15,889 | $125K | Add +769.2% |
| YYY Amplify Cef High Income ETF | 0.01% | 10,605 | $124K | Add +357.1% |
| BTG B2GOLD Corp. | 0.01% | 21,136 | $76K | Reduce -4.2% |
| HL Hecla Mining Co. | 0.01% | 12,226 | $73K | Add +5.6% |
| RC Ready Capital Corp. | 0.01% | 14,843 | $65K | Add +586.2% |
| DNN Denison Mines Corp. | 0.01% | 34,141 | $62K | Add +2.2% |
| KOD Kodiak Sciences Inc. | 0.01% | 14,852 | $55K | No change |
| URG Ur-Energy Inc. | 0.00% | 15,038 | $16K | No change |