| VTI VG Morningstar TS MKT ETF-US | 4.88% | 256,039 | $77.7M | Add +2.1% |
| VXUS Vanguard Total Intl Stock | 4.77% | 1,101,377 | $75.9M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 4.29% | 110,380 | $68.2M | Add +1.7% |
| MSFT Microsoft Corp. | 2.86% | 91,845 | $45.5M | Reduce -1.6% |
| EFA iShares MSCI Eafe ETF | 2.49% | 443,071 | $39.6M | Add +4.9% |
| WMT Walmart Inc. | 2.28% | 373,214 | $36.3M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.98% | 64,787 | $31.5M | Reduce -1.0% |
| AAPL Apple Inc. | 1.79% | 141,878 | $28.5M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 1.78% | 126,756 | $28.3M | Add +0.1% |
| VONG Vanguard Russell 1000 Growth | 1.70% | 249,240 | $27.0M | Add +5.6% |
| IWF iShares Russell 1000 Growth | 1.63% | 61,365 | $25.9M | Reduce -8.0% |
| GOOG Alphabet Inc. Class C | 1.59% | 141,910 | $25.3M | Add +5.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.53% | 217,136 | $24.3M | Reduce -0.8% |
| VGSH Vanguard Short-Term Treasury | 1.44% | 390,132 | $22.9M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 32,646 | $20.1M | Reduce -0.1% |
| C Citigroup Inc. | 1.19% | 225,101 | $19.0M | Reduce -0.4% |
| GVI iShares Intermediate Governm | 1.19% | 176,740 | $18.8M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 1.08% | 59,781 | $17.2M | Reduce -0.7% |
| AVGO Broadcom Inc. | 1.06% | 62,757 | $16.9M | Reduce -6.8% |
| KLAC KLA Corp. | 1.04% | 18,644 | $16.6M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.03% | 107,683 | $16.4M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 1.01% | 147,349 | $16.1M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.00% | 100,364 | $15.8M | Reduce -44.0% |
| CVX Chevron Corp. | 0.92% | 101,750 | $14.6M | Reduce -0.7% |
| OEF iShares S&P 100 ETF | 0.89% | 46,820 | $14.2M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.83% | 65,089 | $13.3M | Reduce -3.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.83% | 195,591 | $13.1M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.82% | 184,989 | $13.1M | Reduce -1.0% |
| RTX RTX Corp. | 0.82% | 90,115 | $13.0M | Reduce -3.2% |
| IWD iShares Russell 1000 Value E | 0.81% | 66,727 | $12.9M | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.80% | 104,557 | $12.8M | Reduce -10.6% |
| SHEL Shell PLC-ADR | 0.76% | 170,793 | $12.1M | Reduce -0.9% |
| PM Philip Morris International | 0.75% | 66,015 | $12.0M | Reduce -7.8% |
| CSCO Cisco Systems Inc. | 0.74% | 170,769 | $11.7M | Reduce -9.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.72% | 126,266 | $11.5M | Reduce -1.5% |
| SUB iShares Short-Term National | 0.68% | 102,223 | $10.9M | Add +9.2% |
| MDY State Street SPDR S&P Midcap | 0.67% | 18,911 | $10.7M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 168,138 | $10.4M | Add +1.4% |
| VONV Vanguard Russell 1000 Value | 0.63% | 117,310 | $10.0M | Reduce -4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.61% | 116,675 | $9.7M | Add +2.7% |
| COST Costco Wholesale Corp. | 0.60% | 9,675 | $9.5M | Reduce -5.5% |
| SCHW Schwab (charles) Corp. | 0.60% | 105,752 | $9.5M | Reduce -0.7% |
| EMR Emerson Electric Co. | 0.59% | 70,736 | $9.4M | Reduce -1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.59% | 164,576 | $9.3M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.58% | 58,127 | $9.3M | Reduce -19.1% |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 22,106 | $9.0M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.56% | 67,374 | $8.9M | Reduce -3.5% |
| UYLD Angel Oak Ultrashort Income | 0.55% | 171,142 | $8.8M | Add +10.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.53% | 167,207 | $8.5M | Add +1.4% |
| PAAA Pgim Aaa Clo ETF | 0.51% | 158,582 | $8.2M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.50% | 22,315 | $7.9M | Add +0.8% |
| PRU Prudential Financial Inc. | 0.49% | 72,518 | $7.8M | Reduce -0.6% |
| MDT Medtronic PLC | 0.47% | 87,729 | $7.5M | Reduce -7.5% |
| AMGN Amgen Inc. | 0.47% | 26,786 | $7.4M | Reduce -4.5% |
| HR Healthcare Realty Trust Inc. | 0.46% | 464,743 | $7.3M | Add +36.8% |
| FDX FedEx Corp. | 0.46% | 31,770 | $7.3M | Reduce -0.2% |
| NVS Novartis AG-Sponsored ADR | 0.45% | 60,099 | $7.2M | Reduce -1.4% |
| UPS United Parcel Service Class B | 0.45% | 70,688 | $7.2M | Reduce -5.2% |
| ORCL Oracle Corp. | 0.44% | 32,955 | $6.9M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.44% | 87,562 | $6.9M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.41% | 17,130 | $6.6M | Reduce -0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 9 | $6.6M | No change |
| FHI Federated Hermes Inc. | 0.41% | 146,531 | $6.5M | Reduce -17.6% |
| CP Canadian Pacific Kansas City | 0.41% | 82,281 | $6.4M | Reduce -1.5% |
| RY Royal Bank of Canada | 0.40% | 49,075 | $6.4M | Reduce -0.4% |
| CATH Global X S&P 500 Ca Val ETF | 0.40% | 84,755 | $6.3M | Add +12.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 78,997 | $6.3M | Reduce -3.5% |
| O Realty Income Corp. | 0.39% | 108,778 | $6.2M | Reduce -0.9% |
| IEF iShares 7-10 Year Treasury B | 0.39% | 64,603 | $6.2M | Add +7.0% |
| META Meta Platforms Inc. Class A | 0.38% | 8,201 | $6.0M | Add +0.2% |
| CCI Crown Castle Inc. | 0.37% | 58,927 | $5.9M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.36% | 18,567 | $5.7M | Add +120.6% |
| HD Home Depot Inc. | 0.36% | 15,459 | $5.7M | Add +0.9% |
| WBD Warner Bros Discovery Inc. | 0.36% | 502,878 | $5.7M | Add +54.3% |
| CI The Cigna Group | 0.36% | 17,329 | $5.7M | Reduce -0.6% |
| PB Prosperity Bancshares Inc. | 0.35% | 78,864 | $5.5M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.35% | 38,434 | $5.5M | Reduce -32.8% |
| CHWY Chewy Inc. Class A | 0.34% | 126,892 | $5.4M | Reduce -26.4% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 49,169 | $5.4M | Add +2.0% |
| IEMG iShares Core MSCI Emerging | 0.34% | 89,551 | $5.4M | Add +2.4% |
| TGT Target Corp. | 0.33% | 52,465 | $5.2M | Add +52.2% |
| KVUE Kenvue Inc. | 0.32% | 247,126 | $5.2M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 62,031 | $5.1M | Reduce -1.1% |
| V Visa Inc. Class A | 0.32% | 14,621 | $5.1M | Add +0.5% |
| EEM iShares MSCI Emerging Market | 0.31% | 104,068 | $5.0M | Add +10.8% |
| MRVL Marvell Technology Inc. | 0.31% | 64,363 | $5.0M | New |
| IDU iShares US Utilities ETF | 0.30% | 46,548 | $4.8M | Reduce -21.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.30% | 207,251 | $4.8M | Reduce -10.2% |
| NFLX Netflix Inc. | 0.30% | 3,625 | $4.8M | Reduce -7.5% |
| TFC Truist Financial Corp. | 0.30% | 112,340 | $4.8M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.30% | 26,733 | $4.8M | Add +2.5% |
| IWM iShares Russell 2000 ETF | 0.30% | 22,121 | $4.8M | Reduce -10.8% |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 50,909 | $4.7M | Reduce -1.5% |
| KRE SS SPDR S&P Regional Bank | 0.28% | 75,377 | $4.5M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 15,906 | $4.4M | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.28% | 25,602 | $4.4M | Add +3.3% |
| ZBH Zimmer Biomet Holdings Inc. | 0.28% | 48,055 | $4.4M | Add +34.3% |
| GPC Genuine Parts Co. | 0.27% | 36,159 | $4.4M | Reduce -23.2% |
| BSCU Invesco Bulletshares 2030 CB | 0.26% | 249,717 | $4.2M | Reduce -4.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.26% | 214,269 | $4.2M | Reduce -4.4% |
| MTN Vail Resorts Inc. | 0.26% | 26,034 | $4.1M | Reduce -2.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 14,326 | $4.1M | Add +4.3% |
| VNQ Vanguard Real Estate ETF | 0.26% | 45,924 | $4.1M | Reduce -0.6% |
| BAX Baxter International Inc. | 0.26% | 133,679 | $4.1M | Reduce -2.2% |
| IWV iShares Russell 3000 ETF | 0.26% | 11,608 | $4.1M | Reduce -1.0% |
| AMTM Amentum Holdings Inc. | 0.25% | 172,318 | $4.0M | Add +83.8% |
| J Jacobs Solutions Inc. | 0.25% | 30,529 | $4.0M | Reduce -0.4% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 28,421 | $3.9M | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.24% | 48,215 | $3.8M | Add +3.8% |
| SAIA Saia Inc. | 0.24% | 13,532 | $3.8M | Add +195.5% |
| TPYP Tortoise North American Pipe | 0.23% | 103,482 | $3.7M | Reduce -1.4% |
| DOW Dow Inc. | 0.23% | 134,830 | $3.6M | Add +124.4% |
| UNP Union Pacific Corp. | 0.23% | 15,614 | $3.6M | Reduce -28.1% |
| MA Mastercard Inc. Class A | 0.23% | 6,556 | $3.6M | Reduce -1.5% |
| XNTK SS SPDR Nyse Tech ETF | 0.23% | 15,331 | $3.6M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.21% | 10,540 | $3.4M | Add +0.7% |
| APA Apa Corp. | 0.21% | 179,798 | $3.3M | Reduce -4.6% |
| NEM Newmont Corp. | 0.21% | 58,324 | $3.3M | Reduce -34.7% |
| KO The Coca-Cola Co. | 0.21% | 46,965 | $3.3M | Reduce -0.1% |
| LUV Southwest Airlines Co. | 0.21% | 101,961 | $3.3M | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 68,737 | $3.2M | Reduce -1.3% |
| CCJ Cameco Corp. | 0.20% | 43,531 | $3.2M | Reduce -0.1% |
| BLK BlackRock Inc. | 0.20% | 2,965 | $3.1M | Reduce -0.4% |
| ABT Abbott Laboratories | 0.19% | 22,617 | $3.0M | Reduce -0.5% |
| IBTG iShares Ibonds Dec 2026 Term | 0.19% | 130,793 | $3.0M | Reduce -4.6% |
| BTI British American Tob-SP ADR | 0.19% | 63,810 | $3.0M | New |
| CPT Camden Property Trust | 0.19% | 26,002 | $3.0M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.18% | 9,910 | $2.9M | Add +0.1% |
| PEP Pepsico Inc. | 0.18% | 22,013 | $2.9M | Add +1.7% |
| MBLY Mobileye Global Inc. Class A | 0.17% | 143,615 | $2.6M | Reduce -4.3% |
| LLY Eli Lilly & Co. | 0.16% | 3,280 | $2.5M | Reduce -1.5% |
| GSEW Goldman Sachs Eql WGHT Large | 0.16% | 31,077 | $2.5M | Add +17.3% |
| NKE Nike Inc. Class B | 0.16% | 34,863 | $2.5M | Reduce -1.9% |
| SCHF Schwab Intl Equity ETF | 0.15% | 109,118 | $2.4M | Add +4.5% |
| SYK Stryker Corp. | 0.15% | 6,103 | $2.4M | Add +0.5% |
| VTWO Vanguard Russell 2000 ETF | 0.15% | 27,472 | $2.4M | Add +2.8% |
| ELAN Elanco Animal Health Inc. | 0.15% | 165,756 | $2.4M | Reduce -41.0% |
| VOO Vanguard S&P 500 ETF | 0.15% | 4,078 | $2.3M | Add +11.1% |
| JAVA JPMorgan Active Value ETF | 0.14% | 35,173 | $2.3M | Add +8.3% |
| CBSH Commerce Bancshares Inc. | 0.14% | 36,577 | $2.3M | No change |
| IWN iShares Russell 2000 Value E | 0.14% | 14,031 | $2.2M | Reduce -2.5% |
| ULTA Ulta Beauty Inc. | 0.14% | 4,709 | $2.2M | Reduce -2.7% |
| LIN Linde PLC | 0.13% | 4,626 | $2.1M | Reduce -1.4% |
| PFE Pfizer Inc. | 0.13% | 87,631 | $2.1M | Reduce -4.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 43,191 | $2.1M | Reduce -2.8% |
| LMBS First Trust Low Duration Opp | 0.13% | 42,033 | $2.1M | Add +55.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.13% | 2,589 | $2.1M | Add +9.0% |
| SBUX Starbucks Corp. | 0.13% | 22,342 | $2.1M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.13% | 6,667 | $2.0M | Add +17.5% |
| LMT Lockheed Martin Corp. | 0.13% | 4,384 | $2.0M | Reduce -1.4% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.13% | 101,284 | $2.0M | Reduce -5.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.12% | 149,476 | $2.0M | Reduce -3.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.12% | 4,444 | $1.9M | Reduce -2.4% |
| IBTL iShares Ibonds Dec 2031 Term | 0.12% | 95,179 | $1.9M | Reduce -7.4% |
| PLD Prologis Inc. | 0.12% | 18,055 | $1.9M | New |
| LULU Lululemon Athletica Inc. | 0.12% | 8,062 | $1.9M | Reduce -38.8% |
| ABBV Abbvie Inc. | 0.12% | 10,280 | $1.9M | Reduce -6.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.12% | 26,966 | $1.8M | New |
| COP Conocophillips | 0.12% | 20,441 | $1.8M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 3,290 | $1.8M | Add +0.1% |
| XLK SS Technology Select Sector | 0.11% | 7,167 | $1.8M | Reduce -5.7% |
| RSPT Invesco S&P 500 Equal Weight | 0.11% | 44,514 | $1.8M | Reduce -0.1% |
| IBTM iShares Ibnds Dec 2032 TT | 0.11% | 76,292 | $1.8M | Reduce -16.1% |
| WFC Wells Fargo & Co. | 0.11% | 21,681 | $1.7M | Reduce -0.6% |
| XLF SS Financial Select Sector | 0.11% | 33,139 | $1.7M | Add +1.8% |
| TXN Texas Instruments Inc. | 0.11% | 8,274 | $1.7M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 9,401 | $1.7M | Reduce -3.3% |
| IWX iShares Russell Top 200 Valu | 0.11% | 19,996 | $1.7M | Reduce -4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 3,843 | $1.7M | Reduce -2.6% |
| COF Capital One Financial Corp. | 0.10% | 7,844 | $1.7M | Reduce -6.9% |
| BSV Vanguard Short-Term Bond ETF | 0.10% | 20,457 | $1.6M | Reduce -7.0% |
| ACN Accenture PLC Class A | 0.10% | 5,392 | $1.6M | Add +42.0% |
| VIGI Vanguard Int Div App Indx FD | 0.10% | 17,553 | $1.6M | Reduce -2.0% |
| EWZ iShares MSCI Brazil ETF | 0.10% | 54,755 | $1.5M | Reduce -2.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 15,376 | $1.5M | Reduce -1.8% |
| CAH Cardinal Health Inc. | 0.10% | 9,140 | $1.5M | Add +0.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.10% | 24,945 | $1.5M | Add +2.5% |
| XLY SS Consumer Disc Select Sect | 0.09% | 6,887 | $1.5M | Add +0.1% |
| BX Blackstone Inc. | 0.09% | 9,951 | $1.5M | Reduce -7.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.09% | 17,957 | $1.5M | Reduce -15.7% |
| ISRG Intuitive Surgical Inc. | 0.09% | 2,693 | $1.4M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.09% | 3,707 | $1.4M | Add +11.1% |
| DGX Quest Diagnostics Inc. | 0.09% | 7,692 | $1.4M | Reduce -5.5% |
| IAU iShares Gold Trust | 0.08% | 21,763 | $1.3M | Reduce -12.5% |
| XLRE SS Real Estate Select Sector | 0.08% | 32,507 | $1.3M | Add +22.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 4,815 | $1.3M | No change |
| EPD Enterprise Products Partners | 0.08% | 42,790 | $1.3M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 4,533 | $1.3M | Reduce -1.6% |
| CRM Salesforce Inc. | 0.08% | 4,713 | $1.3M | Add +1.4% |
| SO The Southern Co. | 0.08% | 14,110 | $1.3M | Add +10.0% |
| IWS iShares Russell Mid-Cap Valu | 0.08% | 9,658 | $1.3M | Reduce -0.8% |
| XLE SS Energy Select Sector | 0.08% | 14,890 | $1.3M | Reduce -1.6% |
| DE Deere & Co. | 0.08% | 2,435 | $1.2M | Add +31.6% |
| NSC Norfolk Southern Corp. | 0.07% | 4,658 | $1.2M | Reduce -1.2% |
| EFV iShares MSCI Eafe Value ETF | 0.07% | 18,258 | $1.2M | Reduce -2.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 13,932 | $1.1M | Reduce -7.6% |
| IVE iShares S&P 500 Value ETF | 0.07% | 5,802 | $1.1M | Add +1.4% |
| HON Honeywell International Inc. | 0.07% | 4,927 | $1.1M | Reduce -4.1% |
| CSX CSX Corp. | 0.07% | 34,255 | $1.1M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.07% | 6,960 | $1.1M | Add +0.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 11,922 | $1.1M | No change |
| GDX Vaneck Gold Miners ETF | 0.07% | 21,234 | $1.1M | Reduce -2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 6,002 | $1.1M | Add +0.3% |
| ICSH iShares Ultra Short Duration | 0.06% | 20,367 | $1.0M | Add +6.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.06% | 21,077 | $1.0M | Add +11.4% |
| GD General Dynamics Corp. | 0.06% | 3,450 | $1.0M | No change |
| HSY The Hershey Co. | 0.06% | 6,002 | $1.0M | Reduce -74.1% |
| WM Waste Management Inc. | 0.06% | 4,377 | $999K | Reduce -5.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.06% | 8,380 | $996K | Add +10.0% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.06% | 20,047 | $967K | Reduce -1.9% |
| WMB Williams Cos Inc. | 0.06% | 15,397 | $965K | No change |
| ADM Archer-Daniels-Midland Co. | 0.06% | 18,540 | $964K | Reduce -3.3% |
| XLI SS Industrial Select Sector | 0.06% | 6,499 | $954K | Add +19.9% |
| KNF Knife River Corp. | 0.06% | 11,500 | $952K | No change |
| BIV Vanguard Intermediate-Term B | 0.06% | 12,333 | $951K | Reduce -2.3% |
| BKNG Booking Holdings Inc. | 0.06% | 165 | $939K | Add +2.5% |
| NOW ServiceNow Inc. | 0.06% | 905 | $925K | Add +2.1% |
| DVY iShares Select Dividend ETF | 0.06% | 6,980 | $922K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.06% | 8,621 | $886K | Reduce -4.4% |
| PSX Phillips 66 | 0.06% | 7,362 | $878K | Add +1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 5,318 | $875K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.05% | 8,622 | $866K | Reduce -9.7% |
| VOX Vanguard Communication Servi | 0.05% | 4,996 | $849K | Reduce -5.8% |
| UMBF Umb Financial Corp. | 0.05% | 7,929 | $841K | Reduce -1.1% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 12,001 | $813K | Reduce -6.2% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 5,956 | $806K | No change |
| ZTS Zoetis Inc. | 0.05% | 5,142 | $803K | Add +1.5% |
| VTWG Vanguard Russell 2000 Growth | 0.05% | 3,830 | $797K | Add +14.8% |
| CMCSA Comcast Corp. Class A | 0.05% | 21,470 | $758K | Reduce -0.6% |
| CL Colgate-Palmolive Co. | 0.05% | 8,431 | $748K | Reduce -0.5% |
| T AT&T Inc. | 0.05% | 26,324 | $739K | Reduce -41.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 2,277 | $723K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.05% | 13,322 | $723K | Add +57.4% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,830 | $720K | Add +3.4% |
| CTVA Corteva Inc. | 0.05% | 9,665 | $719K | Add +0.6% |
| VHT Vanguard Health Care ETF | 0.05% | 2,910 | $719K | No change |
| MUB iShares National Muni Bond E | 0.04% | 6,860 | $716K | Reduce -8.0% |
| GLD SPDR Gold Shares | 0.04% | 2,291 | $690K | Reduce -12.6% |
| XLV SS Health Care Select Sector | 0.04% | 5,072 | $679K | Reduce -8.6% |
| IWO iShares Russell 2000 Growth | 0.04% | 2,379 | $678K | No change |
| MDU Mdu Resources Group Inc. | 0.04% | 40,750 | $675K | No change |
| ORLY O'reilly Automotive Inc. | 0.04% | 7,275 | $649K | Reduce -0.8% |
| BND Vanguard Total Bond Market | 0.04% | 8,833 | $648K | Reduce -3.8% |
| ECG Everus Construction Group | 0.04% | 10,187 | $646K | No change |
| VZ Verizon Communications Inc. | 0.04% | 14,994 | $634K | Reduce -15.8% |
| BA The Boeing Co. | 0.04% | 2,945 | $632K | No change |
| TRI Thomson Reuters Corp. | 0.04% | 3,158 | $625K | No change |
| SPGI S&P Global Inc. | 0.04% | 1,206 | $624K | Reduce -2.6% |
| CARR Carrier Global Corp. | 0.04% | 8,458 | $623K | Reduce -0.3% |
| MPC Marathon Petroleum Corp. | 0.04% | 3,700 | $619K | No change |
| VPU Vanguard Utilities ETF | 0.04% | 3,469 | $610K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 3,087 | $604K | No change |
| MPLX MPLX LP | 0.04% | 11,265 | $581K | No change |
| EEFT Euronet Worldwide Inc. | 0.04% | 5,655 | $576K | No change |
| CB Chubb Ltd. | 0.04% | 1,976 | $563K | Add +4.8% |
| ECL Ecolab Inc. | 0.03% | 2,073 | $554K | Add +3.6% |
| MMM 3M Co. | 0.03% | 3,601 | $547K | No change |
| DG Dollar General Corp. | 0.03% | 4,770 | $546K | Reduce -81.2% |
| AGG iShares Core U.S. Aggregate | 0.03% | 5,415 | $535K | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 10,501 | $519K | No change |
| WTV Wisdomtree U.S. Value Fund | 0.03% | 5,970 | $513K | New |
| UL Unilever PLC | 0.03% | 8,300 | $506K | Reduce -3.3% |
| LOW Lowe's Cos Inc. | 0.03% | 2,259 | $505K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 1,466 | $495K | Reduce -3.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.03% | 3,805 | $470K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 6,412 | $464K | New |
| KMB Kimberly-Clark Corp. | 0.03% | 3,618 | $463K | Reduce -1.0% |
| INTU Intuit Inc. | 0.03% | 587 | $456K | Add +1.2% |
| GEV GE Vernova Inc. | 0.03% | 868 | $451K | Add +5.6% |
| CBZ Cbiz Inc. | 0.03% | 6,294 | $448K | No change |
| INTC Intel Corp. | 0.03% | 18,368 | $417K | Reduce -43.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.03% | 3,156 | $414K | Reduce -9.4% |
| IBTH iShares Ibonds Dec 2027 Term | 0.03% | 18,236 | $410K | Reduce -4.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.02% | 5,256 | $392K | No change |
| VEA Vanguard Ftse Developed ETF | 0.02% | 6,802 | $387K | Add +32.6% |
| PFF iShares Preferred & Income S | 0.02% | 12,623 | $386K | Reduce -7.6% |
| VTWV Vanguard Russell 2000 Value | 0.02% | 2,740 | $381K | No change |
| IYE iShares U.S. Energy ETF | 0.02% | 8,285 | $376K | Reduce -2.1% |
| PAYX Paychex Inc. | 0.02% | 2,550 | $367K | No change |
| KMI Kinder Morgan Inc. | 0.02% | 12,630 | $366K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 2,917 | $360K | No change |
| ACWI iShares MSCI Acwi ETF | 0.02% | 2,700 | $346K | Reduce -9.7% |
| JEF Jefferies Financial Group Inc. | 0.02% | 6,200 | $346K | No change |
| SYY Sysco Corp. | 0.02% | 4,579 | $343K | Reduce -10.5% |
| USB US Bancorp | 0.02% | 7,440 | $340K | No change |
| SCHM Schwab US Mid Cap ETF | 0.02% | 12,000 | $335K | Reduce -20.0% |
| TOTL SS Doubleline TR Tact ETF | 0.02% | 8,280 | $331K | No change |
| MO Altria Group Inc. | 0.02% | 5,540 | $325K | Add +16.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.02% | 6,117 | $325K | Reduce -16.6% |
| GRMN Garmin Ltd. | 0.02% | 1,550 | $323K | Reduce -20.5% |
| TIP iShares Tips Bond ETF | 0.02% | 2,942 | $323K | No change |
| VIS Vanguard Industrials ETF | 0.02% | 1,130 | $315K | Reduce -1.7% |
| BP BP PLC-Spons ADR | 0.02% | 10,355 | $314K | Reduce -14.4% |
| OTIS Otis Worldwide Corp. | 0.02% | 3,152 | $308K | Reduce -2.3% |
| FXL First Trust Technology Alpha | 0.02% | 1,930 | $300K | No change |
| DHR Danaher Corp. | 0.02% | 1,464 | $291K | Add +3.4% |
| RF Regions Financial Corp. | 0.02% | 12,275 | $287K | Reduce -1.5% |
| YUM Yum! Brands Inc. | 0.02% | 1,828 | $271K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.02% | 8,061 | $270K | Add +1.2% |
| ET Energy Transfer LP | 0.02% | 14,816 | $270K | Reduce -5.1% |
| QYLD Global X Nasd 100 Cov Call | 0.02% | 15,679 | $262K | No change |
| HSIC Henry Schein Inc. | 0.02% | 3,560 | $261K | Reduce -49.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 900 | $254K | No change |
| LRCX Lam Research Corp. | 0.02% | 2,540 | $247K | New |
| GS Goldman Sachs Group Inc. | 0.01% | 344 | $238K | New |
| GIS General Mills Inc. | 0.01% | 4,612 | $233K | No change |
| CQQQ Invesco China Technology ETF | 0.01% | 5,265 | $232K | Reduce -3.8% |
| VT Vanguard Tot World STK ETF | 0.01% | 1,770 | $227K | No change |
| ALL Allstate Corp. | 0.01% | 1,150 | $225K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 2,785 | $224K | Add +3.1% |
| MLPX Global X MLP & Energy Infras | 0.01% | 3,565 | $223K | Reduce -5.0% |
| RSPH Invesco S&P 500 Equal Weight | 0.01% | 7,500 | $218K | No change |
| CME Cme Group Inc. | 0.01% | 750 | $206K | New |
| CLX Clorox Company | 0.01% | 1,700 | $203K | No change |
| TSCO Tractor Supply Company | 0.01% | 3,900 | $202K | No change |
| OKE Oneok Inc. | 0.01% | 2,471 | $201K | No change |
| HLN Haleon PLC-ADR | 0.01% | 15,469 | $161K | Add +16.2% |
| CFFN Capitol Federal Financial Inc. | 0.01% | 14,915 | $91K | No change |
| ICAD Icad Inc. | 0.00% | 12,300 | $47K | No change |
| SLQT Selectquote Inc. | 0.00% | 19,615 | $45K | No change |
| CTSO Cytosorbents Corp. | 0.00% | 15,225 | $19K | No change |