| VTI VG Morningstar TS MKT ETF-US | 4.67% | 240,499 | $69.9M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 4.12% | 1,044,344 | $61.6M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 4.03% | 102,097 | $60.3M | Add +1.6% |
| MSFT Microsoft Corp. | 2.66% | 93,618 | $39.8M | Add +0.2% |
| AAPL Apple Inc. | 2.46% | 146,130 | $36.9M | Add +1.6% |
| WMT Walmart Inc. | 2.31% | 380,865 | $34.5M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 1.98% | 392,089 | $29.6M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.98% | 65,562 | $29.6M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 1.93% | 71,308 | $28.9M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 1.88% | 126,941 | $28.1M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.74% | 135,061 | $26.0M | Reduce -0.3% |
| VONG Vanguard Russell 1000 Growth | 1.67% | 239,596 | $25.0M | Add +3.3% |
| NVDA Nvidia Corp. | 1.64% | 178,149 | $24.5M | Add +0.6% |
| AVGO Broadcom Inc. | 1.43% | 91,095 | $21.5M | Reduce -1.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.43% | 220,221 | $21.4M | Add +3.1% |
| VGSH Vanguard Short-Term Treasury | 1.41% | 363,734 | $21.2M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.29% | 32,735 | $19.3M | Add +2.3% |
| GVI iShares Intermediate Governm | 1.14% | 163,057 | $17.0M | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 1.07% | 67,035 | $16.0M | Add +0.8% |
| C Citigroup Inc. | 1.06% | 225,976 | $15.9M | Reduce -1.0% |
| JNJ Johnson & Johnson | 1.04% | 108,331 | $15.5M | Reduce -9.7% |
| XOM Exxon Mobil Corp. | 1.04% | 146,682 | $15.5M | Reduce -0.3% |
| CVX Chevron Corp. | 0.98% | 102,813 | $14.7M | Reduce -1.9% |
| OEF iShares S&P 100 ETF | 0.98% | 50,260 | $14.6M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.97% | 131,548 | $14.6M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.91% | 230,786 | $13.7M | Reduce -3.8% |
| NEE Nextera Energy Inc. | 0.90% | 187,275 | $13.4M | Add +28.3% |
| IWD iShares Russell 1000 Value E | 0.88% | 71,334 | $13.2M | Reduce -4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.83% | 63,717 | $12.5M | Add +19.7% |
| PG The Procter & Gamble Co. | 0.81% | 72,503 | $12.1M | Reduce -0.1% |
| KLAC KLA Corp. | 0.80% | 18,997 | $12.0M | Reduce -1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.78% | 22,411 | $11.6M | Reduce -2.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.75% | 195,510 | $11.2M | Add +2.0% |
| AMGN Amgen Inc. | 0.74% | 42,808 | $11.1M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 0.73% | 19,146 | $10.9M | Reduce -1.1% |
| SHEL Shell PLC-ADR | 0.72% | 173,534 | $10.7M | Add +0.6% |
| RTX RTX Corp. | 0.72% | 92,995 | $10.7M | Add +0.0% |
| PM Philip Morris International | 0.67% | 84,068 | $10.1M | Reduce -1.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.67% | 129,716 | $10.0M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.64% | 10,311 | $9.5M | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.63% | 163,581 | $9.5M | Reduce -4.4% |
| IJH iShares Core S&P Midcap ETF | 0.63% | 151,791 | $9.4M | Add +0.9% |
| SCHW Schwab (charles) Corp. | 0.63% | 126,856 | $9.4M | Reduce -2.5% |
| VONV Vanguard Russell 1000 Value | 0.61% | 112,627 | $9.1M | Add +28.2% |
| FDX FedEx Corp. | 0.60% | 31,809 | $8.9M | Reduce -1.2% |
| VYM Vanguard High DVD Yield ETF | 0.60% | 70,077 | $8.9M | Reduce -3.3% |
| EMR Emerson Electric Co. | 0.59% | 71,113 | $8.8M | Reduce -0.5% |
| PRU Prudential Financial Inc. | 0.58% | 73,416 | $8.7M | Reduce -1.9% |
| MRK Merck & Co. Inc. | 0.57% | 86,947 | $8.6M | Add +1.3% |
| SUB iShares Short-Term National | 0.52% | 73,199 | $7.7M | Add +7.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 107,378 | $7.6M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.49% | 22,244 | $7.4M | Add +0.1% |
| ORCL Oracle Corp. | 0.49% | 44,032 | $7.3M | Add +2.4% |
| UPS United Parcel Service Class B | 0.49% | 58,540 | $7.3M | Reduce -13.8% |
| MDT Medtronic PLC | 0.49% | 91,831 | $7.3M | Reduce -7.8% |
| FHI Federated Hermes Inc. | 0.48% | 177,325 | $7.3M | Reduce -13.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.46% | 87,684 | $6.8M | Reduce -3.1% |
| UNP Union Pacific Corp. | 0.46% | 29,955 | $6.8M | Reduce -2.8% |
| TGT Target Corp. | 0.43% | 47,972 | $6.5M | Reduce -11.6% |
| CAT Caterpillar Inc. | 0.41% | 17,061 | $6.2M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 9 | $6.1M | No change |
| CHWY Chewy Inc. Class A | 0.40% | 176,019 | $6.0M | Reduce -1.2% |
| RY Royal Bank of Canada | 0.40% | 49,835 | $6.0M | Reduce -1.7% |
| PB Prosperity Bancshares Inc. | 0.40% | 79,357 | $6.0M | Reduce -2.0% |
| CATH Global X S&P 500 Ca Val ETF | 0.40% | 83,825 | $6.0M | Reduce -9.9% |
| NVS Novartis AG-Sponsored ADR | 0.40% | 61,107 | $5.9M | Reduce -0.0% |
| CP Canadian Pacific Kansas City | 0.39% | 81,858 | $5.9M | Add +4.6% |
| HD Home Depot Inc. | 0.39% | 15,119 | $5.9M | Reduce -0.2% |
| IDU iShares US Utilities ETF | 0.39% | 60,365 | $5.8M | Reduce -4.6% |
| O Realty Income Corp. | 0.39% | 109,461 | $5.8M | Reduce -2.8% |
| HR Healthcare Realty Trust Inc. | 0.38% | 338,227 | $5.6M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.37% | 25,386 | $5.6M | Reduce -5.0% |
| NKE Nike Inc. Class B | 0.36% | 73,080 | $5.5M | Reduce -8.5% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 46,570 | $5.4M | Add +0.6% |
| IEF iShares 7-10 Year Treasury B | 0.36% | 57,770 | $5.4M | Add +18.0% |
| KVUE Kenvue Inc. | 0.35% | 245,093 | $5.2M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.34% | 62,844 | $5.1M | Reduce -1.9% |
| LULU Lululemon Athletica Inc. | 0.34% | 13,229 | $5.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.33% | 26,007 | $5.0M | Add +0.3% |
| CCI Crown Castle Inc. | 0.32% | 53,976 | $4.8M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 0.32% | 8,108 | $4.8M | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.32% | 38,973 | $4.8M | Add +135.7% |
| KRE SS SPDR S&P Regional Bank | 0.31% | 76,193 | $4.6M | Reduce -1.3% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 51,690 | $4.6M | Reduce -4.8% |
| V Visa Inc. Class A | 0.30% | 14,436 | $4.6M | Reduce -0.1% |
| CI The Cigna Group | 0.30% | 16,461 | $4.5M | Add +39.3% |
| IYW iShares Ustechnology ETF | 0.29% | 27,407 | $4.4M | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.29% | 226,579 | $4.4M | Add +2.3% |
| IEMG iShares Core MSCI Emerging | 0.29% | 83,612 | $4.4M | Add +14.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.29% | 216,280 | $4.4M | Add +2.5% |
| BSCU Invesco Bulletshares 2030 CB | 0.29% | 265,170 | $4.3M | Add +2.3% |
| GPC Genuine Parts Co. | 0.29% | 37,524 | $4.3M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.28% | 10,044 | $4.2M | Add +0.3% |
| VNQ Vanguard Real Estate ETF | 0.28% | 46,603 | $4.1M | Reduce -1.9% |
| J Jacobs Solutions Inc. | 0.27% | 30,685 | $4.1M | Reduce -1.4% |
| APA Apa Corp. | 0.27% | 181,420 | $4.1M | Add +148.8% |
| IWV iShares Russell 3000 ETF | 0.27% | 12,002 | $4.0M | Reduce -1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 14,964 | $4.0M | Add +5.5% |
| CTAS Cintas Corp. | 0.25% | 20,740 | $3.8M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 14,024 | $3.8M | No change |
| HSY The Hershey Co. | 0.25% | 22,268 | $3.8M | Reduce -4.7% |
| EEM iShares MSCI Emerging Market | 0.25% | 88,763 | $3.7M | Reduce -1.2% |
| BAX Baxter International Inc. | 0.25% | 128,998 | $3.7M | Add +69.9% |
| TPYP Managed Portfolio Series | 0.24% | 106,858 | $3.7M | Reduce -2.0% |
| IWP iShares Russell Mid-Cap Grow | 0.24% | 28,223 | $3.6M | Reduce -4.4% |
| NFLX Netflix Inc. | 0.24% | 3,938 | $3.5M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.23% | 6,651 | $3.5M | Add +0.2% |
| LUV Southwest Airlines Co. | 0.23% | 102,192 | $3.4M | Reduce -2.3% |
| WBD Warner Bros Discovery Inc. | 0.23% | 326,095 | $3.4M | Reduce -2.4% |
| CTVA Corteva Inc. | 0.23% | 59,627 | $3.4M | Reduce -4.3% |
| PEP Pepsico Inc. | 0.22% | 22,034 | $3.3M | Reduce -1.0% |
| NEM Newmont Corp. | 0.22% | 89,291 | $3.3M | Add +64.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.21% | 47,492 | $3.2M | Reduce -1.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.21% | 139,452 | $3.2M | Add +1.6% |
| XNTK SS SPDR Nyse Tech ETF | 0.21% | 15,561 | $3.2M | Reduce -3.7% |
| PAAA Pgim Aaa Clo ETF | 0.21% | 60,385 | $3.1M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 70,102 | $3.1M | Add +3.6% |
| MBLY Mobileye Global Inc. Class A | 0.21% | 153,279 | $3.1M | Reduce -46.9% |
| BLK BlackRock Inc. | 0.20% | 2,981 | $3.1M | Add +1.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.20% | 60,085 | $3.0M | New |
| CPT Camden Property Trust | 0.20% | 26,108 | $3.0M | Add +0.5% |
| KO The Coca-Cola Co. | 0.19% | 46,975 | $2.9M | Add +4.7% |
| MCD McDonald's Corp. | 0.19% | 9,877 | $2.9M | Reduce -0.7% |
| IWN iShares Russell 2000 Value E | 0.19% | 17,187 | $2.8M | Reduce -5.0% |
| VTWO Vanguard Russell 2000 ETF | 0.19% | 31,258 | $2.8M | Reduce -1.6% |
| UYLD Angel Oak Ultrashort Income | 0.18% | 53,344 | $2.7M | New |
| LLY Eli Lilly & Co. | 0.17% | 3,378 | $2.6M | Add +27.1% |
| UNH Unitedhealth Group Inc. | 0.17% | 5,129 | $2.6M | Reduce -3.3% |
| PFE Pfizer Inc. | 0.17% | 97,161 | $2.6M | Reduce -8.0% |
| ABT Abbott Laboratories | 0.17% | 22,518 | $2.5M | Add +0.2% |
| MTN Vail Resorts Inc. | 0.16% | 12,572 | $2.4M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 46,121 | $2.3M | Reduce -10.3% |
| CBSH Commerce Bancshares Inc. | 0.15% | 36,584 | $2.3M | Add +4.6% |
| CCJ Cameco Corp. | 0.15% | 43,329 | $2.2M | Reduce -0.7% |
| SYK Stryker Corp. | 0.15% | 6,056 | $2.2M | Reduce -8.4% |
| ULTA Ulta Beauty Inc. | 0.14% | 4,816 | $2.1M | New |
| LMT Lockheed Martin Corp. | 0.14% | 4,327 | $2.1M | Reduce -0.3% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.14% | 108,917 | $2.1M | Add +2.4% |
| IBTL iShares Ibonds Dec 2031 Term | 0.14% | 104,025 | $2.1M | Add +2.5% |
| IBTM iShares Ibnds Dec 2032 TT | 0.14% | 92,473 | $2.1M | Add +2.5% |
| SBUX Starbucks Corp. | 0.13% | 22,186 | $2.0M | Add +0.0% |
| COP Conocophillips | 0.13% | 20,673 | $2.0M | Add +0.6% |
| TFC Truist Financial Corp. | 0.13% | 45,499 | $2.0M | Add +719.8% |
| SCHF Schwab Intl Equity ETF | 0.13% | 106,163 | $2.0M | Add +2.2% |
| VOO Vanguard S&P 500 ETF | 0.13% | 3,623 | $2.0M | Add +1.2% |
| ABBV Abbvie Inc. | 0.13% | 11,072 | $2.0M | Add +1.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 4,554 | $1.9M | Reduce -4.3% |
| LIN Linde PLC | 0.13% | 4,640 | $1.9M | Add +20.7% |
| BX Blackstone Inc. | 0.13% | 11,055 | $1.9M | Add +5.4% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 24,264 | $1.9M | Add +5.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 17,000 | $1.8M | Reduce -0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.12% | 21,772 | $1.8M | Reduce -4.3% |
| JAVA JPMorgan Active Value ETF | 0.12% | 27,451 | $1.7M | Add +39.9% |
| XLK SS Technology Select Sector | 0.11% | 7,270 | $1.7M | Add +1.9% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 9,721 | $1.7M | Reduce -0.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.11% | 44,799 | $1.7M | Reduce -0.4% |
| ADP Automatic Data Processing | 0.11% | 5,711 | $1.7M | Reduce -1.6% |
| XLY SS Consumer Disc Select Sect | 0.11% | 7,330 | $1.7M | Add +3.5% |
| IWX iShares Russell Top 200 Valu | 0.11% | 20,793 | $1.6M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 3,139 | $1.6M | Reduce -4.9% |
| XLF SS Financial Select Sector | 0.11% | 33,384 | $1.6M | Reduce -5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 3,888 | $1.6M | No change |
| VIGI Vanguard Int Div App Indx FD | 0.10% | 19,618 | $1.6M | No change |
| ELAN Elanco Animal Health Inc. | 0.10% | 132,073 | $1.6M | Reduce -1.8% |
| TXN Texas Instruments Inc. | 0.10% | 8,283 | $1.6M | Add +0.1% |
| COF Capital One Financial Corp. | 0.10% | 8,712 | $1.6M | Reduce -2.9% |
| CRM Salesforce Inc. | 0.10% | 4,615 | $1.5M | Reduce -3.4% |
| WFC Wells Fargo & Co. | 0.10% | 21,926 | $1.5M | Add +0.4% |
| TECK Teck Resources Ltd.-CLS B | 0.10% | 36,912 | $1.5M | Reduce -19.1% |
| ADBE Adobe Inc. | 0.10% | 3,298 | $1.5M | Add +5.5% |
| ISRG Intuitive Surgical Inc. | 0.10% | 2,713 | $1.4M | Reduce -7.7% |
| IWO iShares Russell 2000 Growth | 0.09% | 4,806 | $1.4M | Reduce -13.6% |
| XLE SS Energy Select Sector | 0.09% | 16,350 | $1.4M | Add +5.3% |
| DEO Diageo PLC-Sponsored ADR | 0.09% | 10,657 | $1.4M | Reduce -32.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 4,813 | $1.3M | No change |
| EPD Enterprise Products Partners | 0.09% | 42,790 | $1.3M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.09% | 3,770 | $1.3M | Add +1.3% |
| CAH Cardinal Health Inc. | 0.09% | 10,790 | $1.3M | Reduce -3.5% |
| IBTF iShares Ibonds Dec 2025 Term | 0.08% | 53,854 | $1.3M | Reduce -0.4% |
| EWZ iShares MSCI Brazil ETF | 0.08% | 55,124 | $1.2M | New |
| DGX Quest Diagnostics Inc. | 0.08% | 8,087 | $1.2M | Reduce -2.8% |
| IAU iShares Gold Trust | 0.08% | 24,753 | $1.2M | No change |
| KNF Knife River Corp. | 0.08% | 11,500 | $1.2M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 15,231 | $1.2M | Add +1.3% |
| XLRE SS Real Estate Select Sector | 0.08% | 28,504 | $1.2M | Add +10.7% |
| CSX CSX Corp. | 0.08% | 35,410 | $1.1M | Add +0.8% |
| NSC Norfolk Southern Corp. | 0.07% | 4,804 | $1.1M | Reduce -13.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.07% | 25,896 | $1.1M | New |
| PSX Phillips 66 | 0.07% | 9,897 | $1.1M | Reduce -1.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 12,072 | $1.1M | No change |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 8,417 | $1.1M | Reduce -19.4% |
| HON Honeywell International Inc. | 0.07% | 4,777 | $1.1M | Reduce -0.7% |
| XLV SS Health Care Select Sector | 0.07% | 7,867 | $1.1M | Add +36.4% |
| IVE iShares S&P 500 Value ETF | 0.07% | 5,663 | $1.1M | Reduce -2.7% |
| QCOM Qualcomm Inc. | 0.07% | 6,930 | $1.1M | Add +2.5% |
| T AT&T Inc. | 0.07% | 47,224 | $1.1M | No change |
| SO The Southern Co. | 0.07% | 12,845 | $1.1M | Reduce -0.1% |
| DVY iShares Select Dividend ETF | 0.07% | 7,901 | $1.0M | Reduce -3.4% |
| ADM Archer-Daniels-Midland Co. | 0.07% | 20,397 | $1.0M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 4,608 | $1.0M | Add +5.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 5,937 | $1.0M | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.07% | 19,148 | $1000K | Add +0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.07% | 18,715 | $980K | No change |
| WM Waste Management Inc. | 0.06% | 4,726 | $956K | Add +2.2% |
| NOW ServiceNow Inc. | 0.06% | 886 | $946K | Reduce -0.6% |
| BIV Vanguard Intermediate-Term B | 0.06% | 12,585 | $942K | Reduce -1.9% |
| GD General Dynamics Corp. | 0.06% | 3,450 | $909K | No change |
| ICSH iShares Ultra Short Duration | 0.06% | 17,832 | $899K | Reduce -75.7% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.06% | 20,440 | $889K | Reduce -10.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.06% | 8,781 | $883K | Reduce -34.1% |
| GSEW Goldman Sachs Eql WGHT Large | 0.06% | 11,416 | $881K | Add +16.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 5,318 | $858K | No change |
| LH Labcorp Holdings Inc. | 0.06% | 3,727 | $853K | Reduce -76.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.06% | 7,263 | $839K | Add +28.0% |
| WMB Williams Cos Inc. | 0.06% | 15,397 | $834K | Reduce -0.7% |
| VOX Vanguard Communication Servi | 0.06% | 5,306 | $827K | Reduce -9.4% |
| ZTS Zoetis Inc. | 0.06% | 5,077 | $824K | Add +0.5% |
| BKNG Booking Holdings Inc. | 0.05% | 161 | $804K | No change |
| MUB iShares National Muni Bond E | 0.05% | 7,455 | $795K | Reduce -0.7% |
| CL Colgate-Palmolive Co. | 0.05% | 8,716 | $791K | Reduce -3.6% |
| CMCSA Comcast Corp. Class A | 0.05% | 21,098 | $789K | Reduce -0.4% |
| XLI SS Industrial Select Sector | 0.05% | 5,974 | $788K | Add +14.8% |
| DE Deere & Co. | 0.05% | 1,850 | $786K | No change |
| INTC Intel Corp. | 0.05% | 39,567 | $784K | Reduce -57.9% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 5,956 | $784K | No change |
| VZ Verizon Communications Inc. | 0.05% | 19,364 | $767K | Add +0.0% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 12,603 | $751K | Reduce -0.5% |
| UMBF Umb Financial Corp. | 0.05% | 6,602 | $746K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.05% | 15,744 | $746K | Add +1.4% |
| GDX Vaneck Gold Miners ETF | 0.05% | 22,067 | $745K | Reduce -4.8% |
| VHT Vanguard Health Care ETF | 0.05% | 2,910 | $737K | Reduce -22.2% |
| MDU Mdu Resources Group Inc. | 0.05% | 40,750 | $734K | No change |
| AMTM Amentum Holdings Inc. | 0.05% | 32,594 | $727K | New |
| ECG Everus Construction Group | 0.05% | 10,187 | $681K | No change |
| VPU Vanguard Utilities ETF | 0.04% | 4,007 | $656K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.04% | 2,277 | $648K | No change |
| GLD SPDR Gold Shares | 0.04% | 2,642 | $636K | Reduce -2.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 11,025 | $631K | Add +26.9% |
| SPGI S&P Global Inc. | 0.04% | 1,238 | $617K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 3,087 | $610K | No change |
| AGG iShares Core U.S. Aggregate | 0.04% | 6,218 | $603K | Add +5.3% |
| EEFT Euronet Worldwide Inc. | 0.04% | 5,655 | $580K | No change |
| ORLY O'reilly Automotive Inc. | 0.04% | 489 | $577K | No change |
| CARR Carrier Global Corp. | 0.04% | 8,447 | $576K | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.04% | 2,259 | $557K | No change |
| MPLX MPLX LP | 0.04% | 11,265 | $537K | No change |
| BA The Boeing Co. | 0.04% | 3,020 | $533K | Reduce -67.3% |
| CB Chubb Ltd. | 0.03% | 1,885 | $519K | Add +28.2% |
| BND Vanguard Total Bond Market | 0.03% | 7,166 | $516K | Add +11.2% |
| CBZ Cbiz Inc. | 0.03% | 6,294 | $514K | No change |
| HSIC Henry Schein Inc. | 0.03% | 7,376 | $510K | Reduce -18.2% |
| TRI Thomson Reuters Corp. | 0.03% | 3,158 | $509K | No change |
| MPC Marathon Petroleum Corp. | 0.03% | 3,700 | $502K | Reduce -9.8% |
| IWB iShares Russell 1000 ETF | 0.03% | 1,526 | $493K | No change |
| JEF Jefferies Financial Group Inc. | 0.03% | 6,200 | $489K | No change |
| TSLX Sixth Street Specialty Lendi | 0.03% | 22,851 | $487K | New |
| UL Unilever PLC | 0.03% | 8,539 | $485K | Add +0.5% |
| MMM 3M Co. | 0.03% | 3,676 | $475K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 10,741 | $474K | Add +0.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.03% | 3,805 | $472K | No change |
| KMB Kimberly-Clark Corp. | 0.03% | 3,603 | $471K | Reduce -5.6% |
| ECL Ecolab Inc. | 0.03% | 1,985 | $466K | Reduce -5.6% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 2,701 | $454K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.03% | 20,271 | $450K | Reduce -4.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.03% | 8,689 | $448K | Reduce -0.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.03% | 3,581 | $446K | Reduce -2.4% |
| PFF iShares Preferred & Income S | 0.03% | 13,551 | $426K | Add +23.6% |
| GRMN Garmin Ltd. | 0.03% | 2,012 | $417K | Add +38.8% |
| SCHM Schwab US Mid Cap ETF | 0.03% | 15,000 | $415K | No change |
| DWX State Street SPDR S&P Intern | 0.03% | 11,658 | $407K | New |
| SYY Sysco Corp. | 0.03% | 5,117 | $391K | Reduce -0.2% |
| IYE iShares U.S. Energy ETF | 0.03% | 8,459 | $380K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.03% | 5,256 | $377K | No change |
| INTU Intuit Inc. | 0.02% | 580 | $366K | Reduce -10.1% |
| USB US Bancorp | 0.02% | 7,540 | $364K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 2,953 | $358K | Reduce -17.0% |
| PAYX Paychex Inc. | 0.02% | 2,550 | $357K | No change |
| BP BP PLC-Spons ADR | 0.02% | 11,993 | $349K | No change |
| KMI Kinder Morgan Inc. | 0.02% | 12,630 | $346K | Reduce -5.7% |
| TOTL SS Doubleline TR Tact ETF | 0.02% | 8,590 | $338K | No change |
| GBDC Golub Capital BDC Inc. | 0.02% | 22,083 | $334K | New |
| DHR Danaher Corp. | 0.02% | 1,416 | $325K | No change |
| DOW Dow Inc. | 0.02% | 8,017 | $316K | Reduce -24.4% |
| ELV Elevance Health Inc. | 0.02% | 839 | $309K | Reduce -21.9% |
| OMC Omnicom Group | 0.02% | 3,602 | $309K | Reduce -3.0% |
| CVS CVS Health Corp. | 0.02% | 7,023 | $309K | Reduce -89.0% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 2,595 | $306K | Reduce -6.0% |
| TIP iShares Tips Bond ETF | 0.02% | 2,824 | $301K | Reduce -19.8% |
| QYLD Global X Nasd 100 Cov Call | 0.02% | 16,404 | $300K | Reduce -10.0% |
| OTIS Otis Worldwide Corp. | 0.02% | 3,227 | $299K | No change |
| VIS Vanguard Industrials ETF | 0.02% | 1,150 | $293K | No change |
| RF Regions Financial Corp. | 0.02% | 12,360 | $292K | Reduce -19.5% |
| GIS General Mills Inc. | 0.02% | 4,612 | $292K | No change |
| FXL First Trust Technology Alpha | 0.02% | 1,930 | $288K | No change |
| BMY Bristol-Myers Squibb Co. | 0.02% | 5,091 | $285K | Reduce -7.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.02% | 8,518 | $279K | Reduce -20.0% |
| CLX Clorox Company | 0.02% | 1,700 | $274K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 3,554 | $270K | Reduce -67.8% |
| ET Energy Transfer LP | 0.02% | 13,646 | $267K | No change |
| GEV GE Vernova Inc. | 0.02% | 804 | $266K | No change |
| XLP SS Consumer Staples Sel Sect | 0.02% | 3,297 | $258K | Add +22.0% |
| XLB SS Materials Select Sector | 0.02% | 3,065 | $257K | Add +31.8% |
| OKE Oneok Inc. | 0.02% | 2,471 | $249K | No change |
| MO Altria Group Inc. | 0.02% | 4,740 | $247K | Add +3.3% |
| YUM Yum! Brands Inc. | 0.02% | 1,828 | $244K | No change |
| JHG Janus Henderson Group PLC | 0.02% | 5,448 | $232K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 900 | $230K | No change |
| MLPX Global X MLP & Energy Infras | 0.02% | 3,754 | $226K | No change |
| ALL Allstate Corp. | 0.01% | 1,150 | $221K | No change |
| CQQQ Invesco China Technology ETF | 0.01% | 5,477 | $219K | Reduce -16.2% |
| RSPH Invesco S&P 500 Equal Weight | 0.01% | 7,500 | $219K | No change |
| TSCO Tractor Supply Company | 0.01% | 3,900 | $205K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 898 | $203K | No change |
| EVRG Evergy Inc. | 0.01% | 3,297 | $203K | New |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.01% | 1,175 | $200K | No change |
| CFFN Capitol Federal Financial Inc. | 0.01% | 14,915 | $88K | Reduce -23.1% |
| SLQT Selectquote Inc. | 0.01% | 19,615 | $75K | No change |
| ICAD Icad Inc. | 0.00% | 12,300 | $24K | No change |
| CTSO Cytosorbents Corp. | 0.00% | 15,225 | $14K | No change |