| VTI VG Morningstar TS MKT ETF-US | 5.12% | 264,041 | $86.4M | Add +3.1% |
| VXUS Vanguard Total Intl Stock | 4.82% | 1,111,887 | $81.3M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 4.53% | 114,691 | $76.5M | Add +3.9% |
| MSFT Microsoft Corp. | 2.72% | 89,302 | $46.0M | Reduce -2.8% |
| EFA iShares MSCI Eafe ETF | 2.51% | 454,776 | $42.3M | Add +2.6% |
| WMT Walmart Inc. | 2.27% | 370,842 | $38.2M | Reduce -0.6% |
| AAPL Apple Inc. | 2.08% | 138,079 | $35.1M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 2.01% | 138,559 | $33.9M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.88% | 63,626 | $31.8M | Reduce -1.8% |
| VONG Vanguard Russell 1000 Growth | 1.79% | 251,409 | $30.2M | Add +0.9% |
| IWF iShares Russell 1000 Growth | 1.66% | 59,995 | $28.0M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 1.64% | 124,739 | $27.7M | Reduce -1.6% |
| VGSH Vanguard Short-Term Treasury | 1.49% | 427,291 | $25.1M | Add +9.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.45% | 215,546 | $24.4M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 32,086 | $21.3M | Reduce -1.7% |
| AVGO Broadcom Inc. | 1.16% | 59,508 | $19.5M | Reduce -5.2% |
| GVI iShares Intermediate Governm | 1.14% | 178,469 | $19.2M | Add +1.0% |
| JNJ Johnson & Johnson | 1.13% | 105,018 | $19.1M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.08% | 57,925 | $18.3M | Reduce -3.1% |
| NVDA Nvidia Corp. | 1.06% | 97,909 | $17.8M | Reduce -2.5% |
| KLAC KLA Corp. | 1.02% | 16,124 | $17.2M | Reduce -13.5% |
| C Citigroup Inc. | 0.99% | 162,760 | $16.8M | Reduce -27.7% |
| XOM Exxon Mobil Corp. | 0.98% | 145,324 | $16.6M | Reduce -1.4% |
| CVX Chevron Corp. | 0.93% | 100,857 | $15.7M | Reduce -0.9% |
| OEF iShares S&P 100 ETF | 0.88% | 44,580 | $14.8M | Reduce -4.8% |
| RTX RTX Corp. | 0.86% | 88,843 | $14.5M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.82% | 182,647 | $13.9M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.82% | 64,713 | $13.9M | Reduce -0.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.82% | 194,171 | $13.8M | Reduce -0.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.81% | 124,633 | $13.7M | Reduce -1.3% |
| SUB iShares Short-Term National | 0.76% | 119,511 | $12.8M | Add +16.9% |
| IWD iShares Russell 1000 Value E | 0.75% | 62,632 | $12.7M | Reduce -6.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 103,837 | $11.9M | Reduce -0.7% |
| UYLD Angel Oak Ultrashort Income | 0.70% | 229,703 | $11.8M | Add +34.2% |
| CSCO Cisco Systems Inc. | 0.68% | 168,581 | $11.4M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 170,664 | $11.1M | Add +1.5% |
| MDY State Street SPDR S&P Midcap | 0.65% | 18,418 | $11.0M | Reduce -2.6% |
| PM Philip Morris International | 0.64% | 66,489 | $10.8M | Add +0.7% |
| VONV Vanguard Russell 1000 Value | 0.63% | 118,775 | $10.6M | Add +1.3% |
| SHEL Shell PLC-ADR | 0.63% | 145,880 | $10.6M | Reduce -14.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 116,540 | $10.1M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.59% | 21,659 | $10.0M | Reduce -2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.56% | 165,893 | $9.4M | Add +0.8% |
| VYM Vanguard High DVD Yield ETF | 0.55% | 66,215 | $9.3M | Reduce -1.7% |
| ORCL Oracle Corp. | 0.55% | 32,719 | $9.3M | Reduce -0.7% |
| MRVL Marvell Technology Inc. | 0.54% | 110,187 | $9.1M | Add +71.2% |
| EMR Emerson Electric Co. | 0.54% | 69,968 | $9.0M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.51% | 56,000 | $8.6M | Reduce -3.7% |
| SCHW Schwab (charles) Corp. | 0.51% | 88,714 | $8.6M | Reduce -16.1% |
| COST Costco Wholesale Corp. | 0.51% | 9,305 | $8.5M | Reduce -3.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.49% | 162,673 | $8.3M | Reduce -2.7% |
| PAAA Pgim Aaa Clo ETF | 0.49% | 159,406 | $8.2M | Add +0.5% |
| HR Healthcare Realty Trust Inc. | 0.49% | 462,497 | $8.2M | Reduce -0.5% |
| ETN Eaton Corp. PLC | 0.48% | 22,167 | $8.1M | Reduce -0.7% |
| MDT Medtronic PLC | 0.48% | 86,452 | $8.1M | Reduce -1.5% |
| PRU Prudential Financial Inc. | 0.44% | 72,248 | $7.5M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.44% | 15,774 | $7.4M | Reduce -7.9% |
| FDX FedEx Corp. | 0.44% | 31,126 | $7.4M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 12,044 | $7.2M | Add +266.1% |
| AMGN Amgen Inc. | 0.43% | 26,193 | $7.2M | Reduce -2.2% |
| RY Royal Bank of Canada | 0.42% | 48,756 | $7.2M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.41% | 87,543 | $6.9M | Reduce -0.0% |
| CCI Crown Castle Inc. | 0.40% | 70,778 | $6.8M | Add +20.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 9 | $6.7M | No change |
| IEF iShares 7-10 Year Treasury B | 0.39% | 68,848 | $6.6M | Add +6.6% |
| O Realty Income Corp. | 0.39% | 107,640 | $6.5M | Reduce -1.1% |
| WBD Warner Bros Discovery Inc. | 0.38% | 343,261 | $6.5M | Reduce -31.7% |
| NVS Novartis AG-Sponsored ADR | 0.38% | 51,697 | $6.4M | Reduce -14.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.37% | 78,250 | $6.3M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.37% | 25,543 | $6.2M | Reduce -4.5% |
| HD Home Depot Inc. | 0.36% | 15,047 | $6.1M | Reduce -2.7% |
| PB Prosperity Bancshares Inc. | 0.36% | 92,421 | $6.1M | Add +17.2% |
| IEMG iShares Core MSCI Emerging | 0.35% | 91,053 | $6.0M | Add +1.7% |
| CP Canadian Pacific Kansas City | 0.35% | 81,460 | $6.0M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.35% | 8,035 | $6.0M | Reduce -2.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.35% | 59,943 | $5.9M | Add +24.7% |
| CI The Cigna Group | 0.35% | 20,464 | $5.9M | Add +18.1% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 48,862 | $5.8M | Reduce -0.6% |
| CATH Global X S&P 500 Ca Val ETF | 0.34% | 71,435 | $5.8M | Reduce -15.7% |
| EEM iShares MSCI Emerging Market | 0.34% | 106,528 | $5.7M | Add +2.4% |
| AMD Advanced Micro Devices | 0.31% | 32,519 | $5.2M | Reduce -15.4% |
| FHI Federated Hermes Inc. | 0.31% | 100,538 | $5.2M | Reduce -31.4% |
| IDU iShares US Utilities ETF | 0.30% | 46,526 | $5.1M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 61,750 | $5.1M | Reduce -0.5% |
| TFC Truist Financial Corp. | 0.30% | 111,351 | $5.1M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.30% | 20,632 | $5.1M | Add +337.8% |
| CHWY Chewy Inc. Class A | 0.30% | 126,125 | $5.0M | Reduce -0.6% |
| KVUE Kenvue Inc. | 0.29% | 303,211 | $5.0M | Add +22.7% |
| PYPL PayPal Holdings Inc. | 0.29% | 70,187 | $4.9M | New |
| NEM Newmont Corp. | 0.29% | 57,728 | $4.9M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.29% | 20,078 | $4.9M | Reduce -9.2% |
| IYW iShares Ustechnology ETF | 0.29% | 24,802 | $4.8M | Reduce -3.1% |
| V Visa Inc. Class A | 0.29% | 14,204 | $4.8M | Reduce -2.9% |
| KRE SS SPDR S&P Regional Bank | 0.28% | 74,974 | $4.8M | Reduce -0.5% |
| TGT Target Corp. | 0.28% | 52,761 | $4.7M | Add +0.6% |
| TSLA Tesla Inc. | 0.28% | 10,482 | $4.6M | Reduce -0.6% |
| LUV Southwest Airlines Co. | 0.27% | 140,180 | $4.6M | Add +37.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 15,449 | $4.5M | Reduce -2.9% |
| J Jacobs Solutions Inc. | 0.27% | 30,274 | $4.5M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 14,326 | $4.4M | No change |
| IWV iShares Russell 3000 ETF | 0.26% | 11,534 | $4.4M | Reduce -0.6% |
| APA Apa Corp. | 0.26% | 177,563 | $4.3M | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.25% | 43,999 | $4.2M | Reduce -13.6% |
| NFLX Netflix Inc. | 0.25% | 3,463 | $4.2M | Reduce -4.5% |
| XNTK SS SPDR Nyse Tech ETF | 0.25% | 15,331 | $4.2M | No change |
| VNQ Vanguard Real Estate ETF | 0.25% | 45,546 | $4.1M | Reduce -0.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.24% | 49,013 | $4.1M | Add +1.7% |
| BSCU Invesco Bulletshares 2030 CB | 0.24% | 239,704 | $4.0M | Reduce -4.0% |
| IWP iShares Russell Mid-Cap Grow | 0.24% | 28,046 | $4.0M | Reduce -1.3% |
| AMTM Amentum Holdings Inc. | 0.23% | 172,462 | $3.9M | Add +0.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.23% | 201,084 | $3.9M | Reduce -6.2% |
| IBTF iShares Ibonds Dec 2025 Term | 0.23% | 163,297 | $3.8M | Reduce -21.2% |
| MTN Vail Resorts Inc. | 0.22% | 25,379 | $3.8M | Reduce -2.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 3,818 | $3.7M | Add +47.5% |
| TPYP Tortoise North American Pipe | 0.22% | 100,895 | $3.7M | Reduce -2.5% |
| UNP Union Pacific Corp. | 0.21% | 15,315 | $3.6M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.21% | 6,347 | $3.6M | Reduce -3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 66,756 | $3.5M | Reduce -2.9% |
| BTI British American Tob-SP ADR | 0.21% | 66,173 | $3.5M | Add +3.7% |
| BLK BlackRock Inc. | 0.20% | 2,884 | $3.4M | Reduce -2.7% |
| UPS United Parcel Service Class B | 0.19% | 38,362 | $3.2M | Reduce -45.7% |
| ELAN Elanco Animal Health Inc. | 0.19% | 163,173 | $3.2M | Reduce -1.6% |
| PEP Pepsico Inc. | 0.18% | 22,107 | $3.1M | Add +0.4% |
| KO The Coca-Cola Co. | 0.18% | 46,604 | $3.1M | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 0.18% | 130,994 | $3.0M | Add +20.1% |
| MCD McDonald's Corp. | 0.18% | 9,810 | $3.0M | Reduce -1.0% |
| ABT Abbott Laboratories | 0.18% | 22,274 | $3.0M | Reduce -1.5% |
| GSEW Goldman Sachs Eql WGHT Large | 0.18% | 34,897 | $3.0M | Add +12.3% |
| DOW Dow Inc. | 0.17% | 128,105 | $2.9M | Reduce -5.0% |
| ACN Accenture PLC Class A | 0.17% | 11,780 | $2.9M | Add +118.5% |
| CPT Camden Property Trust | 0.17% | 27,206 | $2.9M | Add +4.6% |
| VTWO Vanguard Russell 2000 ETF | 0.16% | 28,303 | $2.8M | Add +3.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.16% | 49,360 | $2.7M | Add +83.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.16% | 118,578 | $2.7M | Reduce -9.3% |
| SAIA Saia Inc. | 0.15% | 8,823 | $2.6M | Reduce -34.8% |
| ULTA Ulta Beauty Inc. | 0.15% | 4,669 | $2.6M | Reduce -0.8% |
| JAVA JPMorgan Active Value ETF | 0.15% | 36,267 | $2.5M | Add +3.1% |
| IWN iShares Russell 2000 Value E | 0.15% | 14,001 | $2.5M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.14% | 3,952 | $2.4M | Reduce -3.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.14% | 149,246 | $2.4M | Reduce -0.1% |
| NKE Nike Inc. Class B | 0.14% | 33,795 | $2.4M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.14% | 3,206 | $2.3M | Reduce -2.3% |
| CCJ Cameco Corp. | 0.14% | 27,370 | $2.3M | Reduce -37.1% |
| ABBV Abbvie Inc. | 0.13% | 10,090 | $2.3M | Reduce -1.9% |
| SYK Stryker Corp. | 0.13% | 5,994 | $2.2M | Reduce -1.8% |
| PLD Prologis Inc. | 0.13% | 18,993 | $2.2M | Add +5.2% |
| LIN Linde PLC | 0.13% | 4,493 | $2.1M | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.13% | 6,161 | $2.1M | Reduce -66.8% |
| LMBS First Trust Low Duration Opp | 0.12% | 42,169 | $2.1M | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.12% | 4,233 | $2.1M | Reduce -3.4% |
| FISV Fiserv Inc. | 0.12% | 15,908 | $2.1M | New |
| CBSH Commerce Bancshares Inc. | 0.12% | 34,810 | $2.1M | Reduce -4.8% |
| MBLY Mobileye Global Inc. Class A | 0.12% | 144,803 | $2.0M | Add +0.8% |
| PFE Pfizer Inc. | 0.12% | 85,554 | $2.0M | Reduce -2.4% |
| RSPT Invesco S&P 500 Equal Weight | 0.12% | 44,444 | $2.0M | Reduce -0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.12% | 4,219 | $2.0M | Reduce -5.1% |
| COP Conocophillips | 0.11% | 20,054 | $1.9M | Reduce -1.9% |
| SSB Southstate Bank Corp. | 0.11% | 19,341 | $1.9M | New |
| IBTK iShares Ibonds Dec 2030 Trea | 0.11% | 96,439 | $1.9M | Reduce -4.8% |
| XLK SS Technology Select Sector | 0.11% | 6,751 | $1.9M | Reduce -5.8% |
| IBTL iShares Ibonds Dec 2031 Term | 0.11% | 91,829 | $1.9M | Reduce -3.5% |
| ADP Automatic Data Processing | 0.11% | 6,447 | $1.9M | Reduce -3.3% |
| SBUX Starbucks Corp. | 0.11% | 21,681 | $1.9M | Reduce -3.0% |
| FLR Fluor Corp. | 0.11% | 43,186 | $1.8M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 3,838 | $1.8M | Reduce -0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 36,531 | $1.8M | Reduce -15.4% |
| GPC Genuine Parts Co. | 0.11% | 12,940 | $1.8M | Reduce -64.2% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 9,381 | $1.8M | Reduce -0.2% |
| COF Capital One Financial Corp. | 0.10% | 7,756 | $1.7M | Reduce -1.1% |
| BX Blackstone Inc. | 0.10% | 9,836 | $1.7M | Reduce -1.2% |
| WFC Wells Fargo & Co. | 0.10% | 20,459 | $1.7M | Reduce -5.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.10% | 26,650 | $1.7M | Add +6.8% |
| XLF SS Financial Select Sector | 0.10% | 31,769 | $1.7M | Reduce -4.1% |
| IBTM iShares Ibnds Dec 2032 TT | 0.10% | 73,779 | $1.7M | Reduce -3.3% |
| EWZ iShares MSCI Brazil ETF | 0.10% | 54,755 | $1.7M | No change |
| IAU iShares Gold Trust | 0.10% | 22,983 | $1.7M | Add +5.6% |
| XLY SS Consumer Disc Select Sect | 0.10% | 6,853 | $1.6M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.10% | 20,595 | $1.6M | Add +0.7% |
| GDX Vaneck Gold Miners ETF | 0.09% | 21,141 | $1.6M | Reduce -0.4% |
| IWX iShares Russell Top 200 Valu | 0.09% | 18,226 | $1.6M | Reduce -8.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.09% | 14,229 | $1.6M | Reduce -7.5% |
| VIGI Vanguard Int Div App Indx FD | 0.09% | 17,472 | $1.6M | Reduce -0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.09% | 17,368 | $1.5M | Reduce -3.3% |
| SO The Southern Co. | 0.09% | 16,240 | $1.5M | Add +15.1% |
| TXN Texas Instruments Inc. | 0.09% | 8,041 | $1.5M | Reduce -2.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 4,815 | $1.4M | No change |
| DGX Quest Diagnostics Inc. | 0.08% | 7,512 | $1.4M | Reduce -2.3% |
| EPD Enterprise Products Partners | 0.08% | 44,890 | $1.4M | Add +4.9% |
| CAH Cardinal Health Inc. | 0.08% | 8,905 | $1.4M | Reduce -2.6% |
| NSC Norfolk Southern Corp. | 0.08% | 4,536 | $1.4M | Reduce -2.6% |
| XLE SS Energy Select Sector | 0.08% | 14,805 | $1.3M | Reduce -0.6% |
| XLRE SS Real Estate Select Sector | 0.08% | 31,793 | $1.3M | Reduce -2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 4,533 | $1.3M | No change |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 9,053 | $1.3M | Reduce -6.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.07% | 25,612 | $1.2M | Add +21.5% |
| EFV iShares MSCI Eafe Value ETF | 0.07% | 18,258 | $1.2M | No change |
| CSX CSX Corp. | 0.07% | 34,255 | $1.2M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 14,059 | $1.2M | Add +0.9% |
| IVE iShares S&P 500 Value ETF | 0.07% | 5,767 | $1.2M | Reduce -0.6% |
| ICSH iShares Ultra Short Duration | 0.07% | 22,907 | $1.2M | Add +12.5% |
| ISRG Intuitive Surgical Inc. | 0.07% | 2,620 | $1.2M | Reduce -2.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 11,997 | $1.2M | Add +0.6% |
| GD General Dynamics Corp. | 0.07% | 3,450 | $1.1M | No change |
| DE Deere & Co. | 0.07% | 2,415 | $1.1M | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 5,987 | $1.1M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.06% | 2,966 | $1.1M | Reduce -20.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.06% | 8,823 | $1.1M | Add +5.3% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.06% | 19,877 | $994K | Reduce -0.8% |
| PSX Phillips 66 | 0.06% | 7,222 | $994K | Reduce -1.9% |
| XLI SS Industrial Select Sector | 0.06% | 6,479 | $992K | Reduce -0.3% |
| DVY iShares Select Dividend ETF | 0.06% | 6,980 | $987K | No change |
| HON Honeywell International Inc. | 0.06% | 4,712 | $986K | Reduce -4.4% |
| WMB Williams Cos Inc. | 0.06% | 15,397 | $985K | No change |
| QCOM Qualcomm Inc. | 0.06% | 5,883 | $972K | Reduce -15.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 16,685 | $958K | Add +25.2% |
| UMBF Umb Financial Corp. | 0.06% | 7,929 | $940K | No change |
| WM Waste Management Inc. | 0.06% | 4,262 | $935K | Reduce -2.6% |
| VOX Vanguard Communication Servi | 0.06% | 4,949 | $933K | Reduce -0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.05% | 5,318 | $925K | No change |
| BIV Vanguard Intermediate-Term B | 0.05% | 11,733 | $916K | Reduce -4.9% |
| ADM Archer-Daniels-Midland Co. | 0.05% | 14,870 | $897K | Reduce -19.8% |
| VTWG Vanguard Russell 2000 Growth | 0.05% | 3,830 | $894K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.05% | 8,621 | $891K | No change |
| BKNG Booking Holdings Inc. | 0.05% | 161 | $878K | Reduce -2.4% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,903 | $852K | Add +2.6% |
| KNF Knife River Corp. | 0.05% | 11,500 | $851K | No change |
| ECG Everus Construction Group | 0.05% | 10,187 | $845K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 5,956 | $830K | No change |
| NOW ServiceNow Inc. | 0.05% | 866 | $815K | Reduce -4.3% |
| GLD SPDR Gold Shares | 0.05% | 2,281 | $804K | Reduce -0.4% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 12,343 | $773K | Add +2.9% |
| HSY The Hershey Co. | 0.05% | 4,188 | $771K | Reduce -30.2% |
| ORLY O'reilly Automotive Inc. | 0.05% | 7,125 | $766K | Reduce -2.1% |
| T AT&T Inc. | 0.04% | 26,894 | $755K | Add +2.2% |
| WTV Wisdomtree U.S. Value Fund | 0.04% | 8,200 | $746K | Add +37.4% |
| VHT Vanguard Health Care ETF | 0.04% | 2,910 | $739K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.04% | 7,674 | $729K | Reduce -11.0% |
| MPC Marathon Petroleum Corp. | 0.04% | 3,700 | $727K | No change |
| ZTS Zoetis Inc. | 0.04% | 4,917 | $703K | Reduce -4.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.04% | 2,277 | $696K | No change |
| CL Colgate-Palmolive Co. | 0.04% | 8,421 | $677K | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.04% | 6,315 | $672K | Reduce -7.9% |
| CMCSA Comcast Corp. Class A | 0.04% | 20,763 | $654K | Reduce -3.3% |
| IWO iShares Russell 2000 Growth | 0.04% | 2,029 | $649K | Reduce -14.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 3,087 | $642K | No change |
| CTVA Corteva Inc. | 0.04% | 9,360 | $634K | Reduce -3.2% |
| VZ Verizon Communications Inc. | 0.04% | 14,565 | $630K | Reduce -2.9% |
| BAX Baxter International Inc. | 0.04% | 28,142 | $630K | Reduce -79.0% |
| BA The Boeing Co. | 0.04% | 2,890 | $627K | Reduce -1.9% |
| VPU Vanguard Utilities ETF | 0.04% | 3,269 | $618K | Reduce -5.8% |
| XLV SS Health Care Select Sector | 0.04% | 4,427 | $602K | Reduce -12.7% |
| SPGI S&P Global Inc. | 0.03% | 1,200 | $590K | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.03% | 2,259 | $572K | No change |
| MO Altria Group Inc. | 0.03% | 8,699 | $571K | Add +57.0% |
| MDU Mdu Resources Group Inc. | 0.03% | 31,600 | $561K | Reduce -22.4% |
| MMM 3M Co. | 0.03% | 3,601 | $555K | No change |
| GEV GE Vernova Inc. | 0.03% | 903 | $544K | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 9,966 | $538K | Reduce -5.1% |
| AGG iShares Core U.S. Aggregate | 0.03% | 5,345 | $536K | Reduce -1.3% |
| CB Chubb Ltd. | 0.03% | 1,901 | $531K | Reduce -3.8% |
| ECL Ecolab Inc. | 0.03% | 1,919 | $524K | Reduce -7.4% |
| IWB iShares Russell 1000 ETF | 0.03% | 1,385 | $505K | Reduce -5.5% |
| EEFT Euronet Worldwide Inc. | 0.03% | 5,655 | $503K | No change |
| CARR Carrier Global Corp. | 0.03% | 8,481 | $501K | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 6,412 | $501K | No change |
| LULU Lululemon Athletica Inc. | 0.03% | 2,772 | $496K | Reduce -65.6% |
| TRI Thomson Reuters Corp. | 0.03% | 3,158 | $493K | No change |
| UL Unilever PLC | 0.03% | 8,300 | $491K | No change |
| BND Vanguard Total Bond Market | 0.03% | 6,426 | $478K | Reduce -27.3% |
| KMB Kimberly-Clark Corp. | 0.03% | 3,608 | $443K | Reduce -0.3% |
| VTWV Vanguard Russell 2000 Value | 0.03% | 2,740 | $426K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.03% | 5,256 | $422K | No change |
| JEF Jefferies Financial Group Inc. | 0.02% | 6,200 | $413K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 18,236 | $410K | No change |
| ACWI iShares MSCI Acwi ETF | 0.02% | 2,975 | $410K | Add +10.2% |
| PFF iShares Preferred & Income S | 0.02% | 12,803 | $407K | Add +1.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.02% | 2,945 | $404K | Reduce -6.7% |
| INTU Intuit Inc. | 0.02% | 580 | $403K | Reduce -1.2% |
| IYE iShares U.S. Energy ETF | 0.02% | 8,274 | $397K | Reduce -0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 3,055 | $395K | Reduce -19.7% |
| MPLX MPLX LP | 0.02% | 7,589 | $380K | Reduce -32.6% |
| SYY Sysco Corp. | 0.02% | 4,579 | $375K | No change |
| GRMN Garmin Ltd. | 0.02% | 1,525 | $374K | Reduce -1.6% |
| USB US Bancorp | 0.02% | 7,640 | $374K | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 2,517 | $361K | Reduce -13.7% |
| KMI Kinder Morgan Inc. | 0.02% | 12,630 | $358K | No change |
| SCHM Schwab US Mid Cap ETF | 0.02% | 12,000 | $355K | No change |
| BP BP PLC-Spons ADR | 0.02% | 10,139 | $352K | Reduce -2.1% |
| CBZ Cbiz Inc. | 0.02% | 6,294 | $339K | No change |
| TIP iShares Tips Bond ETF | 0.02% | 3,026 | $337K | Add +2.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.02% | 6,117 | $331K | No change |
| PAYX Paychex Inc. | 0.02% | 2,550 | $328K | No change |
| LRCX Lam Research Corp. | 0.02% | 2,500 | $328K | Reduce -1.6% |
| FXL First Trust Technology Alpha | 0.02% | 1,930 | $325K | No change |
| RF Regions Financial Corp. | 0.02% | 12,230 | $324K | Reduce -0.4% |
| VIS Vanguard Industrials ETF | 0.02% | 1,060 | $311K | Reduce -6.2% |
| DG Dollar General Corp. | 0.02% | 3,005 | $309K | Reduce -37.0% |
| GIS General Mills Inc. | 0.02% | 5,945 | $295K | Add +28.9% |
| CQQQ Invesco China Technology ETF | 0.02% | 5,069 | $295K | Reduce -3.7% |
| TOTL SS Doubleline TR Tact ETF | 0.02% | 7,113 | $289K | Reduce -14.1% |
| OTIS Otis Worldwide Corp. | 0.02% | 3,102 | $283K | Reduce -1.6% |
| YUM Yum! Brands Inc. | 0.02% | 1,828 | $281K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 344 | $277K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.02% | 7,943 | $269K | Reduce -1.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 900 | $264K | No change |
| ET Energy Transfer LP | 0.02% | 15,316 | $263K | Add +3.4% |
| DHR Danaher Corp. | 0.02% | 1,399 | $260K | Reduce -4.4% |
| VT Vanguard Tot World STK ETF | 0.01% | 1,770 | $243K | No change |
| ALL Allstate Corp. | 0.01% | 1,150 | $243K | No change |
| HSIC Henry Schein Inc. | 0.01% | 3,585 | $237K | Add +0.7% |
| QYLD Global X Nasd 100 Cov Call | 0.01% | 13,554 | $230K | Reduce -13.6% |
| JHG Janus Henderson Group PLC | 0.01% | 5,056 | $227K | New |
| MLPX Global X MLP & Energy Infras | 0.01% | 3,565 | $223K | No change |
| TSCO Tractor Supply Company | 0.01% | 3,865 | $219K | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 3,666 | $219K | Reduce -46.1% |
| RSPH Invesco S&P 500 Equal Weight | 0.01% | 7,500 | $216K | No change |
| CLX Clorox Company | 0.01% | 1,700 | $209K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 2,670 | $209K | Reduce -4.1% |
| EVRG Evergy Inc. | 0.01% | 2,744 | $206K | New |
| CME Cme Group Inc. | 0.01% | 750 | $204K | No change |
| INTC Intel Corp. | 0.01% | 5,822 | $201K | Reduce -68.3% |
| HLN Haleon PLC-ADR | 0.01% | 19,621 | $173K | Add +26.8% |
| CFFN Capitol Federal Financial Inc. | 0.01% | 14,915 | $95K | No change |
| SLQT Selectquote Inc. | 0.00% | 17,500 | $35K | Reduce -10.8% |
| CTSO Cytosorbents Corp. | 0.00% | 15,225 | $14K | No change |