| SCHV Schwab US Large-Cap Value | 6.32% | 1,960,789 | $57.1M | Add +4.6% |
| QQQ Invesco QQQ Trust Series 1 | 5.89% | 88,677 | $53.2M | Add +2.2% |
| NVDA Nvidia Corp. | 4.36% | 211,119 | $39.4M | Add +11.3% |
| AAPL Apple Inc. | 4.28% | 151,844 | $38.7M | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 4.23% | 489,211 | $38.2M | Add +2.6% |
| MSFT Microsoft Corp. | 3.46% | 60,414 | $31.3M | Add +3.5% |
| PAVE Global X US Infrastructure | 2.86% | 541,720 | $25.8M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.78% | 114,410 | $25.1M | Add +1.2% |
| JEPI JPMorgan Equity Premium Inco | 2.68% | 423,502 | $24.2M | Add +3.9% |
| JPST JPMorgan Ultra-Short Income | 2.20% | 392,304 | $19.9M | Reduce -2.5% |
| AVGO Broadcom Inc. | 2.00% | 54,814 | $18.1M | Reduce -2.8% |
| PVAL Putnam Focused LRG Cap Value | 1.95% | 412,099 | $17.6M | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.74% | 469,898 | $15.7M | Reduce -0.4% |
| TSLA Tesla Inc. | 1.73% | 35,187 | $15.6M | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 1.57% | 58,516 | $14.2M | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 1.17% | 14,357 | $10.5M | Add +26.6% |
| DEI Douglas Emmett Inc. | 1.06% | 614,661 | $9.6M | Reduce 0.0% |
| STEL Stellar Bancorp Inc. | 1.04% | 310,293 | $9.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.99% | 17,818 | $9.0M | Reduce -5.2% |
| JHML John Hancock Multi Fact LRG | 0.96% | 110,201 | $8.6M | Add +0.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.96% | 19,823 | $8.6M | Add +0.0% |
| FBND Fidelity Total Bond ETF | 0.94% | 182,859 | $8.5M | Reduce -5.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.89% | 158,260 | $8.1M | Add +22.2% |
| AVUV Avantis US Small Cap Value | 0.87% | 79,038 | $7.9M | Reduce -2.0% |
| XSMO Invesco S&P Smallcap Momentu | 0.82% | 100,208 | $7.4M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.77% | 28,614 | $7.0M | Reduce -12.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.77% | 149,523 | $6.9M | Reduce -5.2% |
| HELO JPMorgan Hedged Equity ETF | 0.74% | 102,423 | $6.7M | Add +1.4% |
| JBND JPMorgan Active Bond ETF | 0.72% | 119,502 | $6.5M | Add +11.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.64% | 104,243 | $5.8M | Reduce -5.2% |
| CGGR Cap Group Growth Equity | 0.60% | 124,019 | $5.4M | Reduce -2.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.58% | 50,443 | $5.3M | Reduce -6.4% |
| NFLX Netflix Inc. | 0.58% | 4,379 | $5.3M | Add +15.3% |
| IVV iShares Core S&P 500 ETF | 0.55% | 7,485 | $5.0M | Reduce -3.0% |
| UPS United Parcel Service Class B | 0.53% | 56,978 | $4.8M | Add +0.1% |
| V Visa Inc. Class A | 0.48% | 12,812 | $4.4M | Reduce -8.1% |
| WMT Walmart Inc. | 0.48% | 42,209 | $4.4M | Add +8.9% |
| SCHG Schwab US Large-Cap Growth | 0.48% | 135,644 | $4.3M | Reduce -49.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.47% | 100,608 | $4.2M | Reduce -3.8% |
| XSVM Invesco S&P Smallcap Value W | 0.44% | 71,170 | $4.0M | Add +3.6% |
| COST Costco Wholesale Corp. | 0.44% | 4,331 | $4.0M | Reduce -5.2% |
| LLY Eli Lilly & Co. | 0.40% | 4,788 | $3.7M | Add +5.0% |
| XOM Exxon Mobil Corp. | 0.39% | 31,542 | $3.6M | Reduce -1.3% |
| BOND PIMCO Active Bond Exchange-T | 0.39% | 37,512 | $3.5M | Reduce -10.0% |
| ANGL Vaneck Fallen Angel High YLD | 0.38% | 116,789 | $3.5M | Add +4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 5,008 | $3.3M | Reduce -2.8% |
| ORCL Oracle Corp. | 0.36% | 11,504 | $3.2M | Add +23.0% |
| CADE Cadence Bank | 0.34% | 82,553 | $3.1M | Add +0.0% |
| C Citigroup Inc. | 0.34% | 30,500 | $3.1M | Reduce -12.1% |
| PG The Procter & Gamble Co. | 0.34% | 19,931 | $3.1M | Reduce -0.1% |
| HD Home Depot Inc. | 0.34% | 7,508 | $3.0M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 26,138 | $3.0M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.32% | 9,192 | $2.9M | Reduce -11.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 10,051 | $2.8M | Add +14.1% |
| WTV Wisdomtree U.S. Value Fund | 0.31% | 30,554 | $2.8M | Reduce -0.3% |
| GTO Invesco Total Return Bond Et | 0.29% | 55,448 | $2.6M | Reduce -8.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.29% | 11,791 | $2.6M | Reduce -0.7% |
| CVX Chevron Corp. | 0.29% | 16,817 | $2.6M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 0.28% | 5,402 | $2.5M | Reduce -1.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.27% | 48,894 | $2.5M | Add +27.1% |
| MA Mastercard Inc. Class A | 0.26% | 4,194 | $2.4M | Add +7.3% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 90,317 | $2.4M | Add +9.5% |
| ETN Eaton Corp. PLC | 0.25% | 6,107 | $2.3M | Add +6.5% |
| AMGN Amgen Inc. | 0.25% | 8,098 | $2.3M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 0.25% | 2,851 | $2.3M | Reduce -19.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 4,544 | $2.2M | Add +16.2% |
| MCK McKesson Corp. | 0.25% | 2,876 | $2.2M | Add +1.6% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 15,565 | $2.2M | Reduce -2.2% |
| HDV iShares Core High Dividend E | 0.24% | 17,911 | $2.2M | Reduce -13.5% |
| CAT Caterpillar Inc. | 0.24% | 4,572 | $2.2M | Add +5.2% |
| GBAB Guggenheim Taxable Municipal | 0.24% | 139,520 | $2.2M | Add +8.6% |
| RTX RTX Corp. | 0.24% | 12,889 | $2.2M | Reduce -13.7% |
| NOW ServiceNow Inc. | 0.23% | 2,271 | $2.1M | Add +41.7% |
| JHMM John Hancock Multi Fact Mid | 0.23% | 31,439 | $2.0M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.22% | 8,719 | $2.0M | Add +2.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.22% | 42,678 | $2.0M | Reduce -1.7% |
| UBER Uber Technologies Inc. | 0.22% | 20,299 | $2.0M | Add +17.9% |
| ANET Arista Networks Inc. | 0.22% | 13,582 | $2.0M | Reduce -34.3% |
| JHMD John Hancock MF Dev Intl ETF | 0.21% | 48,092 | $1.9M | Add +31.0% |
| JBBB Janus Henderson B-BBB Clo Et | 0.21% | 39,678 | $1.9M | Reduce -20.3% |
| TMUS T-Mobile US Inc. | 0.21% | 7,895 | $1.9M | Reduce -3.7% |
| CSCO Cisco Systems Inc. | 0.21% | 27,350 | $1.9M | Reduce -12.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 6,650 | $1.9M | Add +5.7% |
| BX Blackstone Inc. | 0.20% | 10,749 | $1.8M | Add +49.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.20% | 20,808 | $1.8M | Add +10.5% |
| PM Philip Morris International | 0.20% | 10,936 | $1.8M | Add +25.3% |
| JPIE JPMorgan Income ETF | 0.20% | 37,995 | $1.8M | Add +19.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 34,022 | $1.8M | Reduce -4.3% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 26,712 | $1.7M | Add +6.7% |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 8,883 | $1.7M | Add +4.1% |
| CRM Salesforce Inc. | 0.18% | 6,929 | $1.6M | Reduce -11.2% |
| JNJ Johnson & Johnson | 0.18% | 8,739 | $1.6M | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.18% | 7,770 | $1.6M | Reduce -1.8% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 8,658 | $1.6M | Add +41.1% |
| ADBE Adobe Inc. | 0.17% | 4,476 | $1.6M | Reduce -20.3% |
| TOTL SS Doubleline TR Tact ETF | 0.17% | 38,797 | $1.6M | Reduce -15.7% |
| SCHW Schwab (charles) Corp. | 0.17% | 16,300 | $1.6M | Add +13.8% |
| UNH Unitedhealth Group Inc. | 0.16% | 4,308 | $1.5M | Add +2.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 18,947 | $1.5M | Reduce -9.8% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 4,760 | $1.4M | Add +19.6% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 11,824 | $1.4M | Reduce -3.3% |
| SNOW Snowflake Inc. | 0.16% | 6,257 | $1.4M | Add +47.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 24,343 | $1.4M | Reduce -31.3% |
| INTU Intuit Inc. | 0.15% | 2,020 | $1.4M | Add +14.7% |
| FTLS First Trust Long/Short Eqty | 0.15% | 19,702 | $1.4M | Add +11.4% |
| IEMG iShares Core MSCI Emerging | 0.15% | 20,530 | $1.4M | Add +7.3% |
| KO The Coca-Cola Co. | 0.15% | 20,320 | $1.3M | Reduce -0.6% |
| MU Micron Technology Inc. | 0.15% | 8,029 | $1.3M | Add +16.1% |
| FDX FedEx Corp. | 0.15% | 5,682 | $1.3M | Reduce -5.4% |
| COF Capital One Financial Corp. | 0.15% | 6,208 | $1.3M | Add +1.3% |
| IYW iShares Ustechnology ETF | 0.15% | 6,727 | $1.3M | Reduce -1.3% |
| FTNT Fortinet Inc. | 0.15% | 15,588 | $1.3M | Reduce -37.9% |
| EFV iShares MSCI Eafe Value ETF | 0.15% | 19,321 | $1.3M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 5,091 | $1.3M | Add +8.3% |
| LH Labcorp Holdings Inc. | 0.14% | 4,401 | $1.3M | Reduce -4.9% |
| JIRE JPMorgan Int Res Enh Eqty | 0.14% | 17,160 | $1.3M | Add +93.6% |
| PECO Phillips Edison & Company Inc. | 0.14% | 36,616 | $1.3M | Reduce -11.3% |
| CBRE GBL REAL ESTATE INC FD | 0.14% | 243,804 | $1.3M | Add +3.3% |
| BLK BlackRock Inc. | 0.14% | 1,073 | $1.3M | Add +19.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 16,114 | $1.2M | Add +4.1% |
| CTVA Corteva Inc. | 0.14% | 18,191 | $1.2M | Reduce -4.2% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 8,445 | $1.2M | Add +3.3% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.14% | 36,376 | $1.2M | Reduce -1.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.14% | 20,604 | $1.2M | Reduce -0.2% |
| DASH DoorDash Inc. Class A | 0.13% | 4,474 | $1.2M | Add +42.4% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 2,494 | $1.2M | Add +5.4% |
| NOC Northrop Grumman Corp. | 0.13% | 1,950 | $1.2M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.13% | 15,436 | $1.2M | Reduce -3.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 14,040 | $1.2M | Reduce -12.7% |
| DFAC Dimensional US Core Equity 2 | 0.13% | 30,042 | $1.2M | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 19,013 | $1.1M | Add +0.8% |
| BSX Boston Scientific Corp. | 0.12% | 11,127 | $1.1M | Add +32.8% |
| STX Seagate Technology Holdings | 0.12% | 4,468 | $1.1M | Reduce -8.7% |
| QCOM Qualcomm Inc. | 0.12% | 6,283 | $1.0M | Reduce -2.3% |
| EME Emcor Group Inc. | 0.12% | 1,607 | $1.0M | Add +0.2% |
| FISV Fiserv Inc. | 0.12% | 8,076 | $1.0M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,696 | $1.0M | Reduce -54.9% |
| VCIT Vanguard Int-Term Corporate | 0.11% | 12,241 | $1.0M | Reduce -2.0% |
| ILCG iShares Morningstar Growth E | 0.11% | 9,645 | $1.0M | No change |
| AXP American Express Co. | 0.11% | 2,998 | $996K | Reduce -0.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.11% | 3,832 | $994K | Reduce -1.5% |
| HON Honeywell International Inc. | 0.11% | 4,707 | $991K | Reduce -6.9% |
| SRE Sempra | 0.11% | 10,972 | $987K | Reduce -0.8% |
| AIG American International Group | 0.11% | 12,492 | $981K | Reduce -1.0% |
| JQUA JPMorgan US Quality Factor | 0.11% | 15,430 | $971K | Add +6.7% |
| ABT Abbott Laboratories | 0.11% | 7,169 | $960K | Add +27.9% |
| APH Amphenol Corp. Class A | 0.11% | 7,709 | $954K | Add +6.3% |
| PRF Invesco Rafi US 1000 ETF | 0.11% | 21,003 | $950K | Reduce -8.2% |
| EOG EOG Resources Inc. | 0.10% | 8,433 | $946K | Reduce -17.2% |
| IVE iShares S&P 500 Value ETF | 0.10% | 4,577 | $945K | Reduce -1.0% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.10% | 75,423 | $941K | Add +8.0% |
| LMT Lockheed Martin Corp. | 0.10% | 1,883 | $940K | Add +5.1% |
| AMD Advanced Micro Devices | 0.10% | 5,805 | $939K | Add +3.1% |
| BSV Vanguard Short-Term Bond ETF | 0.10% | 11,580 | $914K | Reduce -5.5% |
| OTIS Otis Worldwide Corp. | 0.10% | 9,986 | $913K | Add +39.5% |
| GLD SPDR Gold Shares | 0.10% | 2,559 | $910K | Reduce -2.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.10% | 2,320 | $909K | Reduce -36.3% |
| COP Conocophillips | 0.10% | 9,406 | $890K | Reduce -8.5% |
| MDT Medtronic PLC | 0.10% | 9,304 | $886K | Reduce -4.7% |
| T AT&T Inc. | 0.10% | 31,278 | $883K | Add +16.3% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 32,210 | $879K | Reduce -94.9% |
| PGR Progressive Corp. | 0.10% | 3,546 | $876K | Reduce -4.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.10% | 10,781 | $862K | Reduce -7.8% |
| URA Global X Uranium ETF | 0.10% | 18,027 | $859K | Add +0.5% |
| AGNC AGNC Investment Corp. | 0.09% | 86,934 | $851K | Add +11.0% |
| PANW Palo Alto Networks Inc. | 0.09% | 4,174 | $850K | Add +56.4% |
| GLW Corning Inc. | 0.09% | 10,331 | $847K | Add +41.2% |
| MS Morgan Stanley | 0.09% | 5,329 | $847K | Add +5.5% |
| BDX Becton Dickinson and Co. | 0.09% | 4,499 | $842K | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 1,755 | $842K | Add +2.5% |
| BWXT BWX Technologies Inc. | 0.09% | 4,485 | $827K | Reduce -12.0% |
| SNPS Synopsys Inc. | 0.09% | 1,672 | $825K | Reduce -44.0% |
| APO Apollo Global Management Inc. | 0.09% | 6,169 | $822K | Add +16.5% |
| GIL Gildan Activewear Inc. | 0.09% | 14,051 | $812K | Reduce -10.7% |
| NRG NRG Energy Inc. | 0.09% | 4,994 | $809K | Add +0.3% |
| PHM Pultegroup Inc. | 0.09% | 6,073 | $802K | Reduce -9.3% |
| WPC WP Carey Inc. | 0.09% | 11,788 | $796K | Reduce -1.8% |
| JCI Johnson Controls Internation | 0.09% | 7,236 | $796K | Reduce -3.1% |
| PLD Prologis Inc. | 0.09% | 6,938 | $794K | Add +6.6% |
| LUV Southwest Airlines Co. | 0.09% | 24,771 | $790K | Reduce -10.8% |
| URI United Rentals Inc. | 0.09% | 824 | $787K | Add +2.1% |
| SYK Stryker Corp. | 0.09% | 2,090 | $772K | Reduce -5.2% |
| PYPL PayPal Holdings Inc. | 0.09% | 11,465 | $769K | Reduce -38.4% |
| GM General Motors Co. | 0.08% | 12,473 | $760K | Reduce -1.1% |
| CEG Constellation Energy | 0.08% | 2,264 | $745K | Add +21.5% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 6,144 | $730K | Add +3.4% |
| INTC Intel Corp. | 0.08% | 21,678 | $727K | Reduce -7.0% |
| FCX Freeport-McMoran Inc. | 0.08% | 17,860 | $700K | Reduce -7.6% |
| CI The Cigna Group | 0.08% | 2,383 | $687K | Reduce -7.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.08% | 5,973 | $680K | Reduce -6.5% |
| CDNS Cadence Design SYS Inc. | 0.08% | 1,934 | $679K | Reduce -32.7% |
| APTV Aptiv PLC | 0.07% | 7,775 | $670K | Reduce -7.0% |
| DT Dynatrace Inc. | 0.07% | 13,769 | $667K | Reduce -2.9% |
| SO The Southern Co. | 0.07% | 7,032 | $666K | Add +42.0% |
| EXC Exelon Corp. | 0.07% | 14,805 | $666K | Reduce -5.4% |
| VT Vanguard Tot World STK ETF | 0.07% | 4,833 | $666K | No change |
| LRCX Lam Research Corp. | 0.07% | 4,947 | $662K | Add +50.5% |
| VLO Valero Energy Corp. | 0.07% | 3,873 | $659K | Reduce -5.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.07% | 35,730 | $652K | New |
| BKNG Booking Holdings Inc. | 0.07% | 119 | $643K | Reduce -43.1% |
| SPVM Invesco S&P 500 Value With M | 0.07% | 9,613 | $632K | Reduce -79.8% |
| JTEK JPMorgan US Tech Leaders | 0.07% | 6,850 | $630K | Add +25.7% |
| PPL PPL Corp. | 0.07% | 16,703 | $621K | Reduce -4.9% |
| PH Parker Hannifin Corp. | 0.07% | 817 | $619K | Reduce -7.0% |
| MBB iShares MBS ETF | 0.07% | 6,367 | $606K | Reduce -5.0% |
| SNY Sanofi-ADR | 0.07% | 12,834 | $606K | Reduce -19.7% |
| WTMF Wisdomtree MGD Futures Strat | 0.07% | 15,965 | $605K | Add +2.5% |
| BTC Grayscale Bitcoin Mini ETF | 0.07% | 11,908 | $603K | New |
| GEV GE Vernova Inc. | 0.07% | 978 | $601K | New |
| SLAB Silicon Laboratories Inc. | 0.07% | 4,566 | $599K | Reduce -5.5% |
| CUBE Cubesmart | 0.07% | 14,718 | $598K | Add +21.2% |
| PAAA Pgim Aaa Clo ETF | 0.07% | 11,584 | $597K | Add +28.7% |
| APP AppLovin Corp. Class A | 0.07% | 830 | $596K | New |
| AMAT Applied Materials Inc. | 0.07% | 2,907 | $595K | Reduce -10.1% |
| CPT Camden Property Trust | 0.07% | 5,569 | $595K | Reduce -5.1% |
| ISRG Intuitive Surgical Inc. | 0.06% | 1,310 | $586K | Reduce -1.6% |
| REGN Regeneron Pharmaceuticals | 0.06% | 1,040 | $585K | Reduce -7.7% |
| MAR Marriott International Class A | 0.06% | 2,236 | $582K | Add +21.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.06% | 1,775 | $574K | Add +44.0% |
| KR Kroger Co. | 0.06% | 8,411 | $567K | Reduce -4.1% |
| KLAC KLA Corp. | 0.06% | 521 | $562K | Reduce -59.5% |
| CGMS Cap Group US Multi-Sect Bond | 0.06% | 20,170 | $560K | Add +56.4% |
| COWG Pacer US LRG Cap Cows GR LD | 0.06% | 15,415 | $560K | Reduce -0.6% |
| HYBL SS Blackstone High Inc. ETF | 0.06% | 19,309 | $553K | Reduce -7.8% |
| JGRO JPMorgan Active Growth ETF | 0.06% | 5,866 | $550K | Add +36.5% |
| STZ Constellation Brands Inc. Class A | 0.06% | 4,082 | $550K | Reduce -4.4% |
| WFC Wells Fargo & Co. | 0.06% | 6,417 | $538K | Reduce -3.1% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 11,888 | $536K | Reduce -8.8% |
| DFAU Dimensional US Core Equity M | 0.06% | 11,683 | $535K | Add +0.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.06% | 5,639 | $526K | Reduce -7.7% |
| PWR Quanta Services Inc. | 0.06% | 1,260 | $522K | Add +11.3% |
| GD General Dynamics Corp. | 0.06% | 1,529 | $521K | Add +7.8% |
| BP BP PLC-Spons ADR | 0.06% | 14,723 | $507K | Add +20.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.06% | 1,976 | $507K | Reduce -4.5% |
| LIN Linde PLC | 0.06% | 1,065 | $506K | Add +8.7% |
| IR Ingersoll-Rand Inc. | 0.06% | 6,119 | $506K | Reduce -11.7% |
| IBTF iShares Ibonds Dec 2025 Term | 0.06% | 21,251 | $497K | Reduce -6.2% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.05% | 17,947 | $496K | Reduce -7.9% |
| MRK Merck & Co. Inc. | 0.05% | 5,891 | $494K | Add +27.0% |
| SHOP Shopify Inc. Class A | 0.05% | 3,310 | $492K | New |
| DE Deere & Co. | 0.05% | 1,073 | $491K | Add +7.3% |
| PEP Pepsico Inc. | 0.05% | 3,448 | $484K | Reduce -0.6% |
| ACN Accenture PLC Class A | 0.05% | 1,943 | $479K | Add +66.5% |
| IWS iShares Russell Mid-Cap Valu | 0.05% | 3,406 | $476K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.05% | 1,890 | $475K | Add +29.8% |
| MCD McDonald's Corp. | 0.05% | 1,556 | $473K | Add +9.6% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.05% | 40,813 | $469K | Reduce -0.3% |
| CION Cion Investment Corp. | 0.05% | 49,197 | $466K | Reduce -3.3% |
| FLXR TCW Flexible Income ETF | 0.05% | 11,665 | $464K | Reduce -8.7% |
| GILD Gilead Sciences Inc. | 0.05% | 4,120 | $457K | Add +58.3% |
| HOOD Robinhood Markets Inc. Class A | 0.05% | 3,175 | $455K | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.05% | 7,770 | $447K | Add +11.4% |
| JEF Jefferies Financial Group Inc. | 0.05% | 6,823 | $446K | Add +0.6% |
| GRW TCW Durable Growth ETF | 0.05% | 13,892 | $444K | Add +0.1% |
| HWM Howmet Aerospace Inc. | 0.05% | 2,260 | $443K | Add +53.1% |
| WMB Williams Cos Inc. | 0.05% | 6,985 | $443K | Reduce -4.4% |
| ADP Automatic Data Processing | 0.05% | 1,498 | $440K | Add +6.1% |
| MMM 3M Co. | 0.05% | 2,832 | $440K | New |
| BABA Alibaba Group Holding-SP ADR | 0.05% | 2,397 | $428K | Reduce -65.7% |
| XLK SS Technology Select Sector | 0.05% | 1,500 | $423K | Reduce -24.6% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 0.05% | 6,954 | $412K | Reduce -5.0% |
| DUK Duke Energy Corp. | 0.04% | 3,264 | $404K | Add +21.8% |
| TXN Texas Instruments Inc. | 0.04% | 2,196 | $403K | Add +34.6% |
| HIG Hartford Insurance Group Inc. | 0.04% | 3,002 | $400K | Reduce -4.2% |
| MUB iShares National Muni Bond E | 0.04% | 3,606 | $384K | New |
| SPGI S&P Global Inc. | 0.04% | 788 | $384K | New |
| VZ Verizon Communications Inc. | 0.04% | 8,712 | $383K | Reduce -6.3% |
| MCHP Microchip Technology Inc. | 0.04% | 5,926 | $381K | Add +40.7% |
| VRP Invesco Variable Rate Prefer | 0.04% | 15,299 | $378K | Reduce -7.2% |
| BRBR Bellring Brands Inc. | 0.04% | 10,337 | $376K | Add +0.9% |
| BA The Boeing Co. | 0.04% | 1,737 | $375K | Reduce -7.0% |
| IQLT iShares MSCI International Q | 0.04% | 8,379 | $370K | Reduce -19.8% |
| SOFI Sofi Technologies Inc. | 0.04% | 13,987 | $370K | Reduce -1.2% |
| CVNA Carvana Co. | 0.04% | 977 | $369K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 6,618 | $367K | New |
| AYI Acuity Inc. | 0.04% | 1,062 | $366K | Add +0.7% |
| ADI Analog Devices Inc. | 0.04% | 1,481 | $364K | New |
| CBRE CBRE Group Inc. Class A | 0.04% | 2,300 | $362K | Add +9.6% |
| EW Edwards Lifesciences Corp. | 0.04% | 4,657 | $362K | Reduce -2.4% |
| PTF Invesco Dorsey Wright Tech | 0.04% | 4,806 | $360K | Add +0.4% |
| VST Vistra Corp. | 0.04% | 1,829 | $358K | Add +36.5% |
| VGT Vanguard Info Tech ETF | 0.04% | 473 | $353K | Add +2.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 15,018 | $352K | Reduce -15.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 2,431 | $351K | Reduce -20.2% |
| NTRS Northern Trust Corp. | 0.04% | 2,542 | $342K | Reduce -3.5% |
| RSPH Invesco S&P 500 Equal Weight | 0.04% | 11,492 | $338K | No change |
| LNG Cheniere Energy Inc. | 0.04% | 1,397 | $328K | Reduce -55.2% |
| FSK FS KKR Capital Corp. | 0.04% | 21,979 | $328K | Reduce -4.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 3,205 | $327K | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,744 | $325K | Add +24.3% |
| INSM Insmed Inc. | 0.04% | 2,250 | $324K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.04% | 6,057 | $322K | Reduce -2.5% |
| COR Cencora Inc. | 0.04% | 1,020 | $319K | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 960 | $315K | Reduce -91.2% |
| NKE Nike Inc. Class B | 0.03% | 4,439 | $310K | Reduce -5.8% |
| FIX Comfort Systems USA Inc. | 0.03% | 373 | $308K | Reduce -0.3% |
| MELI MercadoLibre Inc. | 0.03% | 131 | $306K | New |
| COIN Coinbase Global Inc. Class A | 0.03% | 903 | $305K | Add +17.3% |
| CHTR Charter Communications Inc. Class A | 0.03% | 1,105 | $304K | Reduce -12.3% |
| BXSL Blackstone Secured Lending F | 0.03% | 11,452 | $299K | Add +14.3% |
| WAFD Wafd Inc. | 0.03% | 9,747 | $295K | Reduce -5.5% |
| IBTG iShares Ibonds Dec 2026 Term | 0.03% | 12,614 | $289K | Add +0.8% |
| A Agilent Technologies Inc. | 0.03% | 2,255 | $289K | Add +2.5% |
| PFE Pfizer Inc. | 0.03% | 11,336 | $289K | Reduce -15.4% |
| XLE SS Energy Select Sector | 0.03% | 3,226 | $288K | Add +0.3% |
| THRO iShares U.S. Thematic Rotati | 0.03% | 7,579 | $287K | Add +16.4% |
| NFG National Fuel Gas Co. | 0.03% | 3,057 | $282K | Reduce -4.2% |
| FIXD First Trust Smith Opportunis | 0.03% | 6,354 | $282K | Add +1.1% |
| DHS Wisdomtree US High Dividend | 0.03% | 2,798 | $282K | Reduce -9.2% |
| IXUS iShares Core Intl Stock ETF | 0.03% | 3,405 | $281K | Add +13.3% |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 5,177 | $280K | Reduce -0.2% |
| ED Consolidated Edison Inc. | 0.03% | 2,787 | $280K | Reduce -6.4% |
| RBLX Roblox Corp. Class A | 0.03% | 2,021 | $280K | New |
| TLT iShares 20+ Year Treasury BD | 0.03% | 3,111 | $278K | Reduce -11.3% |
| TT Trane Technologies PLC | 0.03% | 655 | $276K | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.03% | 597 | $272K | New |
| CCL Carnival Corp. | 0.03% | 9,408 | $272K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 922 | $271K | Reduce -15.5% |
| SHEL Shell PLC-ADR | 0.03% | 3,750 | $268K | Reduce -2.7% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 1,900 | $268K | Reduce -0.9% |
| CSGP Costar Group Inc. | 0.03% | 3,171 | $268K | Reduce -4.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 863 | $266K | Add +0.3% |
| HHH Howard Hughes Holdings Inc. | 0.03% | 3,213 | $264K | New |
| GWRE Guidewire Software Inc. | 0.03% | 1,145 | $263K | Reduce -4.7% |
| MCO Moody's Corp. | 0.03% | 549 | $262K | Add +30.1% |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 1,793 | $261K | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 1,352 | $256K | Reduce -13.9% |
| EFA iShares MSCI Eafe ETF | 0.03% | 2,743 | $256K | No change |
| RSG Republic Services Inc. | 0.03% | 1,104 | $253K | Reduce -8.3% |
| LYB Lyondellbasell Indu Class A | 0.03% | 5,146 | $252K | Add +4.3% |
| KEYS Keysight Technologies Inc. | 0.03% | 1,437 | $251K | Reduce -23.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.03% | 5,681 | $249K | Reduce -29.4% |
| MSIF MSC Income Fund Inc. | 0.03% | 18,692 | $245K | New |
| FAST Fastenal Co. | 0.03% | 4,996 | $245K | New |
| NI Nisource Inc. | 0.03% | 5,616 | $243K | Reduce -0.9% |
| ETHE Grayscale Ethereum Staking E | 0.03% | 7,067 | $242K | New |
| ALL Allstate Corp. | 0.03% | 1,115 | $239K | Add +5.5% |
| PSX Phillips 66 | 0.03% | 1,754 | $239K | Reduce -7.9% |
| JETS US Global Jets ETF | 0.03% | 9,673 | $238K | No change |
| DHI D.R. Horton Inc. | 0.03% | 1,404 | $238K | New |
| AGG iShares Core U.S. Aggregate | 0.03% | 2,367 | $237K | Add +6.5% |
| CALX Calix Inc. | 0.03% | 3,865 | $237K | Reduce -13.7% |
| XYL Xylem Inc. | 0.03% | 1,607 | $237K | New |
| STWD Starwood Property Trust Inc. | 0.03% | 12,182 | $236K | New |
| SKYW Skywest Inc. | 0.03% | 2,343 | $236K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.03% | 2,279 | $235K | Reduce -10.4% |
| EMR Emerson Electric Co. | 0.03% | 1,791 | $235K | New |
| FCNCA First Citizens Bcshs Class A | 0.03% | 131 | $234K | Reduce -12.7% |
| EVR Evercore Inc. Class A | 0.03% | 693 | $234K | New |
| DTD Wisdomtree US Total Dividend | 0.03% | 2,767 | $232K | No change |
| ECL Ecolab Inc. | 0.03% | 845 | $231K | Add +8.6% |
| AIQ Global X Art Intel & Tech | 0.03% | 4,652 | $230K | New |
| FPF First TR Interm Dur & Inc. | 0.03% | 11,909 | $228K | Reduce -75.3% |
| ICE Intercontinental Exchange Inc. | 0.03% | 1,351 | $228K | New |
| AMG Affiliated Managers Group | 0.03% | 951 | $227K | New |
| MTZ Mastec Inc. | 0.03% | 1,065 | $227K | New |
| CW Curtiss-Wright Corp. | 0.02% | 413 | $224K | Add +0.2% |
| KMB Kimberly-Clark Corp. | 0.02% | 1,801 | $224K | Add +8.6% |
| UNP Union Pacific Corp. | 0.02% | 947 | $224K | Add +1.2% |
| WELL Welltower Inc. | 0.02% | 1,254 | $223K | New |
| SLM SLM Corp. | 0.02% | 7,976 | $221K | No change |
| TFX Teleflex Inc. | 0.02% | 1,804 | $221K | New |
| EWBC East West Bancorp Inc. | 0.02% | 2,071 | $220K | No change |
| CRUS Cirrus Logic Inc. | 0.02% | 1,756 | $220K | New |
| ITW Illinois Tool Works | 0.02% | 841 | $219K | New |
| OEF iShares S&P 100 ETF | 0.02% | 653 | $217K | New |
| CARR Carrier Global Corp. | 0.02% | 3,630 | $217K | Reduce -3.2% |
| AMT American Tower Corp. | 0.02% | 1,106 | $213K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.02% | 2,299 | $211K | New |
| SEIC Sei Investments Company | 0.02% | 2,476 | $210K | New |
| RMD Resmed Inc. | 0.02% | 767 | $210K | New |
| ROST Ross Stores Inc. | 0.02% | 1,353 | $206K | New |
| AME Ametek Inc. | 0.02% | 1,092 | $205K | Reduce -72.1% |
| MET Metlife Inc. | 0.02% | 2,484 | $205K | New |
| DOW Dow Inc. | 0.02% | 8,916 | $204K | New |
| LDOS Leidos Holdings Inc. | 0.02% | 1,082 | $204K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 2,044 | $204K | New |
| EPR Epr Properties filed as EPR PPTYS | 0.02% | 3,463 | $201K | Reduce -9.1% |
| BCSF Bain Capital Specialty Finan | 0.02% | 13,936 | $199K | Add +2.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 16,575 | $198K | Add +42.8% |
| WT Wisdomtree Inc. | 0.02% | 12,050 | $167K | Add +0.6% |
| GNL Global Net Lease Inc. | 0.01% | 16,551 | $135K | Reduce -1.7% |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 20,270 | $92K | Reduce -15.8% |
| FSCO FS Credit Opportunities Corp. | 0.01% | 10,538 | $73K | Add +0.1% |
| TRON Tron Inc. | 0.00% | 20,000 | $39K | New |