| IVV iShares Core S&P 500 ETF | 6.30% | 46,324 | $28.8M | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 4.56% | 364,665 | $20.8M | Add +2.8% |
| BBUS JPMorgan Betabuilders US Equ | 3.26% | 132,922 | $14.9M | Add +18.1% |
| AAPL Apple Inc. | 3.04% | 67,581 | $13.9M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 3.03% | 279,522 | $13.8M | Add +1.0% |
| NVDA Nvidia Corp. | 3.00% | 86,524 | $13.7M | Reduce -8.6% |
| MSFT Microsoft Corp. | 2.93% | 26,919 | $13.4M | Add +2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.61% | 42,406 | $11.9M | Add +3.0% |
| SRLN SS Blackstone Sr Loan ETF | 2.13% | 233,961 | $9.7M | Add +10.2% |
| GOVT iShares US Treasury Bond ETF | 1.91% | 378,760 | $8.7M | Add +3.7% |
| AMZN Amazon.com Inc. | 1.81% | 37,741 | $8.3M | Add +4.6% |
| SHV iShares 0-1 Year Treasury Bo | 1.75% | 72,195 | $8.0M | Reduce -6.6% |
| GSY Invesco Ultra Short Duration | 1.74% | 158,056 | $7.9M | Reduce -7.2% |
| META Meta Platforms Inc. Class A | 1.52% | 9,379 | $6.9M | Add +6.7% |
| EFV iShares MSCI Eafe Value ETF | 1.26% | 90,770 | $5.8M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 9,745 | $4.7M | Reduce -42.5% |
| IJR iShares Core S&P Small-Cap E | 1.03% | 42,810 | $4.7M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 1.02% | 26,483 | $4.7M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 0.94% | 51,568 | $4.3M | Add +6.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.87% | 157,694 | $4.0M | Reduce -1.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.87% | 163,098 | $4.0M | Reduce -1.8% |
| TSLA Tesla Inc. | 0.85% | 12,195 | $3.9M | Reduce -12.1% |
| AVGO Broadcom Inc. | 0.85% | 14,045 | $3.9M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 12,257 | $3.7M | Reduce -1.9% |
| MORT Vaneck Mortgage REIT Income | 0.80% | 344,425 | $3.6M | Add +8.8% |
| GOOG Alphabet Inc. Class C | 0.79% | 20,261 | $3.6M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.78% | 33,008 | $3.6M | Add +2.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.77% | 43,473 | $3.5M | Add +33.1% |
| V Visa Inc. Class A | 0.69% | 8,845 | $3.1M | Add +1.6% |
| REM iShares Mortgage Real Estate | 0.67% | 142,151 | $3.0M | Add +388.9% |
| GSIE Goldman Sachs Activebeta Int | 0.65% | 74,651 | $3.0M | Add +2.7% |
| NUTX Nutex Health Inc. | 0.64% | 23,363 | $2.9M | No change |
| WMT Walmart Inc. | 0.60% | 27,973 | $2.7M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.59% | 9,309 | $2.7M | Add +1.9% |
| GSID Goldman Sachs Marketbeta Int | 0.58% | 41,403 | $2.7M | Add +2.2% |
| ACP Abrdn Income Credit Strat | 0.57% | 442,646 | $2.6M | Add +9.9% |
| PDI PIMCO Dynamic Income Fund | 0.57% | 136,010 | $2.6M | Add +10.7% |
| IBTF iShares Ibonds Dec 2025 Term | 0.55% | 107,653 | $2.5M | Reduce -1.8% |
| ACN Accenture PLC Class A | 0.51% | 7,845 | $2.3M | Reduce -4.9% |
| ABT Abbott Laboratories | 0.50% | 16,797 | $2.3M | Add +1.9% |
| CAT Caterpillar Inc. | 0.50% | 5,884 | $2.3M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 0.49% | 2,276 | $2.3M | Reduce -10.5% |
| BGX Blackstone Long-Short Credit | 0.48% | 176,966 | $2.2M | Add +10.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.48% | 57,274 | $2.2M | Add +2.0% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.48% | 65,876 | $2.2M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.47% | 2,778 | $2.2M | Add +12.4% |
| VOO Vanguard S&P 500 ETF | 0.47% | 3,781 | $2.2M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.47% | 1,601 | $2.1M | Add +4.8% |
| DGRO iShares Core Dividend Growth | 0.46% | 32,835 | $2.1M | Add +13.1% |
| WFC Wells Fargo & Co. | 0.45% | 25,516 | $2.0M | Reduce -0.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.44% | 82,151 | $2.0M | Reduce -2.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.44% | 50,004 | $2.0M | Add +0.3% |
| RA Brookfield Real Assets Incom | 0.43% | 146,193 | $2.0M | Add +14.9% |
| BLK BlackRock Inc. | 0.42% | 1,840 | $1.9M | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 3,646 | $1.9M | Reduce -0.2% |
| QUAL iShares MSCI USA Quality Fac | 0.40% | 10,024 | $1.8M | Add +69.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.40% | 79,505 | $1.8M | Reduce -1.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 33,256 | $1.8M | Add +13.4% |
| DE Deere & Co. | 0.39% | 3,515 | $1.8M | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.39% | 31,436 | $1.8M | Add +13.6% |
| SVOL Simplify Volatility Premium | 0.38% | 94,109 | $1.7M | Add +19.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.38% | 81,800 | $1.7M | Reduce -1.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.37% | 77,120 | $1.7M | Reduce -2.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.36% | 47,901 | $1.7M | Add +2.5% |
| PXF Invesco Rafi Developed Marke | 0.36% | 28,278 | $1.6M | Add +2.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.35% | 69,402 | $1.6M | Reduce -2.0% |
| DIHP Dimensional International Hi | 0.35% | 54,013 | $1.6M | Add +3.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.35% | 62,612 | $1.6M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.35% | 5,404 | $1.6M | Reduce -0.4% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.34% | 66,036 | $1.5M | Add +0.3% |
| UNP Union Pacific Corp. | 0.34% | 6,678 | $1.5M | Reduce -7.6% |
| ORCL Oracle Corp. | 0.33% | 6,948 | $1.5M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.32% | 2,561 | $1.4M | Reduce -0.8% |
| DEM Wisdomtree Emerging Markets | 0.31% | 31,138 | $1.4M | Reduce -2.0% |
| CVX Chevron Corp. | 0.31% | 9,845 | $1.4M | Reduce -11.5% |
| HD Home Depot Inc. | 0.31% | 3,843 | $1.4M | Add +0.6% |
| CRM Salesforce Inc. | 0.30% | 5,090 | $1.4M | Reduce -5.0% |
| PM Philip Morris International | 0.30% | 7,407 | $1.4M | Add +69.0% |
| T AT&T Inc. | 0.29% | 44,959 | $1.3M | Add +60.1% |
| IWF iShares Russell 1000 Growth | 0.28% | 3,032 | $1.3M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.28% | 8,037 | $1.3M | Add +3.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.26% | 12,610 | $1.2M | Add +8.7% |
| ABBV Abbvie Inc. | 0.26% | 6,414 | $1.2M | Add +2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 5,227 | $1.2M | Add +2.6% |
| SYY Sysco Corp. | 0.26% | 15,560 | $1.2M | Reduce -2.5% |
| INTU Intuit Inc. | 0.26% | 1,487 | $1.2M | Add +4.9% |
| KVUE Kenvue Inc. | 0.25% | 55,242 | $1.2M | Add +2.7% |
| CSCO Cisco Systems Inc. | 0.25% | 16,605 | $1.2M | Add +2.7% |
| BTC Grayscale Bitcoin Mini ETF | 0.25% | 23,973 | $1.1M | Add +3.8% |
| TXT Textron Inc. | 0.25% | 14,079 | $1.1M | Reduce -0.6% |
| JQUA JPMorgan US Quality Factor | 0.25% | 18,785 | $1.1M | Add +1.0% |
| CMCSA Comcast Corp. Class A | 0.25% | 31,489 | $1.1M | Reduce -0.6% |
| IHDG Wisdomtree International Hed | 0.24% | 24,351 | $1.1M | Reduce -8.3% |
| KREF KKR Real Estate Finance Trus | 0.24% | 119,601 | $1.1M | Add +12.9% |
| ADBE Adobe Inc. | 0.23% | 2,772 | $1.1M | Reduce -7.1% |
| QLD Proshares Ultra QQQ | 0.22% | 8,363 | $985K | New |
| NCNO Ncino Inc. | 0.22% | 35,123 | $982K | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 14,081 | $944K | Reduce -27.7% |
| KO The Coca-Cola Co. | 0.21% | 13,135 | $936K | Add +21.5% |
| FISV Fiserv Inc. | 0.20% | 5,311 | $916K | Reduce -6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,470 | $910K | Add +13.3% |
| JGRO JPMorgan Active Growth ETF | 0.20% | 10,546 | $908K | Add +93.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 18,862 | $893K | Add +1.8% |
| WM Waste Management Inc. | 0.19% | 3,719 | $851K | Add +2.7% |
| BKNG Booking Holdings Inc. | 0.19% | 146 | $848K | Add +15.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.18% | 15,871 | $831K | Reduce -2.4% |
| NOW ServiceNow Inc. | 0.18% | 785 | $807K | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 3,120 | $803K | Add +11.2% |
| DFUV Dimensional US Marketwide Va | 0.17% | 18,724 | $792K | Reduce -2.8% |
| FICO Fair Isaac Corp. | 0.17% | 432 | $790K | Reduce -1.6% |
| RUN Sunrun Inc. | 0.17% | 96,290 | $788K | Add +101.4% |
| HCA HCA Healthcare Inc. | 0.17% | 2,044 | $783K | Add +5.5% |
| ISRG Intuitive Surgical Inc. | 0.17% | 1,439 | $782K | Add +14.9% |
| RTX RTX Corp. | 0.17% | 5,319 | $777K | Add +2.9% |
| HLN Haleon PLC-ADR | 0.17% | 74,517 | $773K | Add +438.3% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 5,602 | $764K | Add +2.4% |
| APH Amphenol Corp. Class A | 0.17% | 7,640 | $756K | Add +3.4% |
| SOFI Sofi Technologies Inc. | 0.16% | 40,546 | $738K | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 1 | $729K | Reduce -95.5% |
| KEYS Keysight Technologies Inc. | 0.16% | 4,428 | $725K | Reduce -7.9% |
| TFPM Triple Flag Precious Met | 0.16% | 30,275 | $717K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 2,392 | $705K | Add +16.0% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 25,877 | $686K | Reduce -0.5% |
| QGRW Wisdomtree US Quality Growth | 0.15% | 12,773 | $671K | Add +0.9% |
| GS Goldman Sachs Group Inc. | 0.15% | 941 | $666K | Add +4.8% |
| PGR Progressive Corp. | 0.15% | 2,489 | $664K | Add +12.0% |
| GTO Invesco Total Return Bond Et | 0.14% | 14,005 | $657K | New |
| GBCI Glacier Bancorp Inc. | 0.14% | 15,113 | $651K | Add +0.1% |
| IAU iShares Gold Trust | 0.14% | 10,431 | $650K | New |
| UNH Unitedhealth Group Inc. | 0.14% | 2,082 | $650K | Reduce -48.4% |
| ANET Arista Networks Inc. | 0.14% | 6,332 | $648K | Add +3.4% |
| SAP Sap SE-Sponsored ADR | 0.14% | 2,123 | $646K | Add +0.2% |
| AMD Advanced Micro Devices | 0.14% | 4,538 | $644K | Add +11.9% |
| MAR Marriott International Class A | 0.14% | 2,317 | $633K | Reduce -6.9% |
| DFIV Dimensional International Va | 0.14% | 14,695 | $629K | Reduce -0.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.13% | 1,891 | $605K | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,092 | $603K | Add +16.7% |
| PID Invesco International Divide | 0.13% | 29,168 | $598K | Add +3.4% |
| TTE Totalenergies SE -Spon ADR | 0.13% | 9,645 | $596K | New |
| IREN Iren Ltd. filed as IREN LIMITED | 0.13% | 40,924 | $596K | Add +3.0% |
| PANW Palo Alto Networks Inc. | 0.13% | 2,884 | $590K | Reduce -0.7% |
| DNL Wisdmtree GB Ex-US QL GR-Usd | 0.13% | 14,473 | $583K | Add +6.9% |
| NTSE Wisdomtree Emerging Markets | 0.13% | 17,482 | $580K | Reduce -14.6% |
| ADP Automatic Data Processing | 0.13% | 1,861 | $577K | Reduce -4.6% |
| FICS FT International Dev Cap STR | 0.13% | 14,624 | $576K | Add +2.4% |
| IVLU iShares MSCI International V | 0.13% | 17,350 | $571K | Reduce -3.0% |
| NEM Newmont Corp. | 0.12% | 9,760 | $569K | Add +85.0% |
| AMAT Applied Materials Inc. | 0.12% | 3,057 | $560K | Add +7.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.12% | 1,249 | $556K | Add +16.4% |
| MCK McKesson Corp. | 0.12% | 740 | $543K | Add +4.4% |
| CIFR Cipher Digital Inc. | 0.12% | 112,480 | $538K | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.12% | 1,738 | $530K | Add +65.0% |
| NOC Northrop Grumman Corp. | 0.12% | 1,052 | $526K | New |
| AAAU Goldman Sachs Physical Gold | 0.11% | 16,000 | $523K | New |
| GILD Gilead Sciences Inc. | 0.11% | 4,672 | $518K | Add +28.9% |
| FAST Fastenal Co. | 0.11% | 12,224 | $513K | Add +0.7% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 4,632 | $510K | New |
| KLAC KLA Corp. | 0.11% | 567 | $508K | Add +4.4% |
| TOL Toll Brothers Inc. | 0.11% | 4,443 | $507K | Add +3.0% |
| MU Micron Technology Inc. | 0.11% | 4,082 | $503K | Reduce -9.1% |
| PSX Phillips 66 | 0.11% | 4,179 | $499K | Add +13.4% |
| HON Honeywell International Inc. | 0.11% | 2,126 | $495K | Reduce -19.0% |
| SO The Southern Co. | 0.11% | 5,309 | $488K | Add +14.9% |
| QCOM Qualcomm Inc. | 0.10% | 3,007 | $479K | Add +13.3% |
| SHEL Shell PLC-ADR | 0.10% | 6,773 | $477K | Add +9.6% |
| RGEN Repligen Corp. | 0.10% | 3,796 | $472K | Add +2.5% |
| TRV The Travelers Cos Inc. | 0.10% | 1,753 | $469K | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.10% | 10,804 | $467K | Add +4.1% |
| UBER Uber Technologies Inc. | 0.10% | 4,986 | $465K | Reduce -4.5% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.10% | 7,645 | $465K | Add +6.1% |
| AMP Ameriprise Financial Inc. | 0.10% | 868 | $464K | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 3,750 | $463K | Add +3.3% |
| AXP American Express Co. | 0.10% | 1,447 | $462K | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 3,696 | $460K | Reduce -36.3% |
| JNJ Johnson & Johnson | 0.10% | 2,980 | $455K | Reduce -36.6% |
| ETN Eaton Corp. PLC | 0.10% | 1,273 | $454K | Add +3.2% |
| RBLX Roblox Corp. Class A | 0.10% | 4,294 | $452K | Add +4.1% |
| ALGT Allegiant Travel Co. | 0.09% | 7,871 | $433K | New |
| PH Parker Hannifin Corp. | 0.09% | 618 | $432K | Reduce -1.0% |
| GD General Dynamics Corp. | 0.09% | 1,463 | $427K | Add +5.6% |
| CME Cme Group Inc. | 0.09% | 1,542 | $425K | Add +5.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.09% | 1,047 | $423K | Reduce -13.4% |
| CI The Cigna Group | 0.09% | 1,251 | $413K | Add +14.7% |
| COP Conocophillips | 0.09% | 4,507 | $404K | Reduce -6.1% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.09% | 8,634 | $402K | New |
| CTAS Cintas Corp. | 0.09% | 1,800 | $401K | Add +1.4% |
| GEV GE Vernova Inc. | 0.09% | 755 | $400K | Add +5.0% |
| LIN Linde PLC | 0.09% | 846 | $397K | Add +6.3% |
| CB Chubb Ltd. | 0.09% | 1,350 | $392K | Add +4.6% |
| COOK Traeger Inc. | 0.09% | 227,657 | $389K | New |
| RY Royal Bank of Canada | 0.08% | 2,939 | $387K | Add +5.0% |
| LOW Lowe's Cos Inc. | 0.08% | 1,737 | $385K | Reduce -7.8% |
| DB Deutsche Bank AG-Registered | 0.08% | 13,125 | $384K | Add +3.9% |
| ORLY O'reilly Automotive Inc. | 0.08% | 4,237 | $382K | Reduce -2.6% |
| SPOT Spotify Technology SA | 0.08% | 494 | $379K | New |
| RACE Ferrari NV | 0.08% | 770 | $378K | Reduce -0.3% |
| USMF Wisdomtree US Multifactor Fu | 0.08% | 7,332 | $376K | Add +0.2% |
| NEE Nextera Energy Inc. | 0.08% | 5,411 | $376K | Reduce -0.5% |
| APP AppLovin Corp. Class A | 0.08% | 1,067 | $374K | Reduce -4.2% |
| ENB Enbridge Inc. | 0.08% | 8,234 | $373K | Add +3.4% |
| DUK Duke Energy Corp. | 0.08% | 3,160 | $373K | Add +18.5% |
| TTWO Take-Two Interactive Softwre | 0.08% | 1,521 | $369K | Add +1.3% |
| IBN Icici Bank Ltd.-Spon ADR | 0.08% | 10,941 | $368K | Add +3.4% |
| RJF Raymond James Financial Inc. | 0.08% | 2,400 | $368K | Reduce -2.2% |
| SPGP Invesco S&P 500 Garp ETF | 0.08% | 3,414 | $368K | Add +16.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.08% | 4,220 | $367K | Add +3.5% |
| EQIX Equinix Inc. | 0.08% | 461 | $367K | Add +7.5% |
| LRCX Lam Research Corp. | 0.08% | 3,749 | $366K | Add +28.4% |
| UBS UBS Group AG-Reg | 0.08% | 10,651 | $360K | Reduce -1.1% |
| AU Anglogold Ashanti PLC | 0.08% | 7,834 | $357K | New |
| IGV iShares Expanded Tech-Softwa | 0.08% | 3,238 | $355K | Add +11.7% |
| AGGY Wisdomtree Yield Enhanced US | 0.08% | 8,115 | $354K | Reduce -7.0% |
| BSX Boston Scientific Corp. | 0.08% | 3,286 | $353K | Reduce -2.2% |
| AZO AutoZone Inc. | 0.08% | 95 | $353K | Reduce -5.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.08% | 1,309 | $349K | Add +0.1% |
| MSI Motorola Solutions Inc. | 0.08% | 815 | $344K | Add +0.4% |
| ICE Intercontinental Exchange Inc. | 0.07% | 1,867 | $342K | Add +11.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.07% | 4,174 | $337K | New |
| MRSH Marsh & McLennan Cos | 0.07% | 1,519 | $332K | Add +2.3% |
| BA The Boeing Co. | 0.07% | 1,579 | $331K | Add +3.3% |
| MRK Merck & Co. Inc. | 0.07% | 4,098 | $328K | Add +1.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 3,489 | $328K | Reduce -0.1% |
| SBUX Starbucks Corp. | 0.07% | 3,576 | $328K | Reduce -20.1% |
| PMAY Innovator U.S. Equity Power | 0.07% | 8,643 | $327K | Add +12.6% |
| CHKP Check Point Software Tech | 0.07% | 1,471 | $325K | Reduce -0.1% |
| UL Unilever PLC | 0.07% | 5,274 | $323K | Add +7.6% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.07% | 20,960 | $322K | Reduce -0.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 3,488 | $318K | Add +0.9% |
| MET Metlife Inc. | 0.07% | 3,942 | $317K | Reduce -5.0% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 4,653 | $316K | New |
| KKR KKR & Co. Inc. | 0.07% | 2,362 | $314K | Add +0.5% |
| SYK Stryker Corp. | 0.07% | 786 | $312K | Reduce -15.0% |
| CDNS Cadence Design SYS Inc. | 0.07% | 1,003 | $309K | Add +16.1% |
| CTVA Corteva Inc. | 0.07% | 4,126 | $308K | Add +1.6% |
| AEE Ameren Corporation | 0.07% | 3,169 | $304K | Add +11.0% |
| AIG American International Group | 0.07% | 3,550 | $304K | Add +1.8% |
| EHC Encompass Health Corp. | 0.07% | 2,471 | $303K | Add +1.6% |
| ZION Zions Bancorp NA | 0.07% | 5,822 | $302K | Reduce -2.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 3,222 | $302K | Reduce -2.4% |
| ESLT Elbit Systems Ltd. | 0.07% | 668 | $301K | Add +1.7% |
| AFL Aflac Inc. | 0.06% | 2,782 | $293K | Add +8.3% |
| HIG Hartford Insurance Group Inc. | 0.06% | 2,296 | $292K | Add +1.8% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 6,163 | $285K | Reduce -30.5% |
| CL Colgate-Palmolive Co. | 0.06% | 3,121 | $284K | Add +23.9% |
| KMB Kimberly-Clark Corp. | 0.06% | 2,171 | $283K | Add +4.6% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.06% | 3,565 | $283K | Reduce -6.2% |
| SNPS Synopsys Inc. | 0.06% | 543 | $278K | Add +8.0% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.06% | 3,366 | $278K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.06% | 1,598 | $275K | Reduce -7.9% |
| SHOP Shopify Inc. Class A | 0.06% | 2,371 | $273K | Add +5.0% |
| DFCF Dimensional Core Fixed Inc. | 0.06% | 6,387 | $270K | Reduce -24.7% |
| OGN Organon & Co. | 0.06% | 27,569 | $267K | New |
| RELX Relx PLC - Spon ADR | 0.06% | 4,903 | $266K | Reduce -0.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 3,859 | $266K | Reduce -25.9% |
| DFIP Dimensional Inflation-Protec | 0.06% | 6,351 | $266K | Reduce -24.9% |
| ING ING Groep N.V.-Sponsored ADR | 0.06% | 12,117 | $265K | Add +4.4% |
| SONY Sony Group Corp. - SP ADR | 0.06% | 10,180 | $265K | Add +1.1% |
| PJAN Innovator U.S. Equity Power | 0.06% | 5,973 | $263K | New |
| TXN Texas Instruments Inc. | 0.06% | 1,248 | $259K | Reduce -26.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.06% | 826 | $259K | New |
| PYPL PayPal Holdings Inc. | 0.06% | 3,474 | $258K | Reduce -2.0% |
| PEP Pepsico Inc. | 0.06% | 1,941 | $256K | Add +19.8% |
| ECL Ecolab Inc. | 0.06% | 940 | $254K | Add +2.2% |
| SCCO Southern Copper Corp. | 0.06% | 2,504 | $253K | Add +5.1% |
| AEP American Electric Power | 0.06% | 2,435 | $253K | Add +20.0% |
| FTNT Fortinet Inc. | 0.06% | 2,385 | $252K | Add +3.9% |
| BX Blackstone Inc. | 0.06% | 1,682 | $252K | New |
| FCX Freeport-McMoran Inc. | 0.05% | 5,783 | $251K | Reduce -27.9% |
| ITW Illinois Tool Works | 0.05% | 1,003 | $249K | Reduce -27.9% |
| JCI Johnson Controls Internation | 0.05% | 2,348 | $249K | New |
| FELG Fidelity Enh LRG Cap GWTH | 0.05% | 6,620 | $245K | Add +0.7% |
| CPAY Corpay Inc. | 0.05% | 738 | $245K | Reduce -2.3% |
| DBC Invesco DB Commodity Index T | 0.05% | 11,185 | $244K | New |
| LPLA LPL Financial Holdings Inc. | 0.05% | 650 | $244K | Add +1.9% |
| PCAR Paccar Inc. | 0.05% | 2,538 | $241K | Reduce -4.4% |
| ED Consolidated Edison Inc. | 0.05% | 2,403 | $241K | New |
| ADI Analog Devices Inc. | 0.05% | 1,010 | $240K | Reduce -24.5% |
| CBRE CBRE Group Inc. Class A | 0.05% | 1,713 | $240K | Reduce -0.6% |
| WEC WEC Energy Group Inc. | 0.05% | 2,303 | $240K | New |
| WF Woori Financial-Spon ADR | 0.05% | 4,811 | $239K | New |
| WMB Williams Cos Inc. | 0.05% | 3,806 | $239K | Add +2.1% |
| VRSK Verisk Analytics Inc. | 0.05% | 758 | $236K | Add +6.2% |
| QIS Simplify Multi-Qis Alt ETF | 0.05% | 10,693 | $235K | New |
| PRMB Primo Brands Corp. | 0.05% | 7,792 | $231K | Add +0.8% |
| MLM Martin Marietta Materials | 0.05% | 420 | $230K | New |
| MTGP Wisdomtree Mtge Plus Bond | 0.05% | 5,186 | $230K | Reduce -8.1% |
| FCFS Firstcash Holdings Inc. | 0.05% | 1,702 | $230K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.05% | 3,272 | $229K | Add +1.4% |
| FFIV F5 Inc. | 0.05% | 775 | $228K | Add +0.5% |
| DFAE Dimensional Emerging Core Eq | 0.05% | 7,873 | $228K | Reduce -31.9% |
| COF Capital One Financial Corp. | 0.05% | 1,061 | $226K | New |
| URI United Rentals Inc. | 0.05% | 299 | $225K | New |
| VRSN Verisign Inc. | 0.05% | 775 | $224K | New |
| DFAT Dimensional US Target Value | 0.05% | 4,114 | $222K | Reduce -2.4% |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 2,812 | $221K | No change |
| CPRT Copart Inc. | 0.05% | 4,496 | $221K | Reduce -7.1% |
| OKE Oneok Inc. | 0.05% | 2,685 | $219K | Reduce -1.1% |
| VGT Vanguard Info Tech ETF | 0.05% | 330 | $219K | New |
| CHD Church & Dwight Co. Inc. | 0.05% | 2,276 | $219K | Reduce -1.3% |
| SLV iShares Silver Trust | 0.05% | 6,639 | $218K | New |
| GM General Motors Co. | 0.05% | 4,411 | $217K | Add +2.3% |
| BTI British American Tob-SP ADR | 0.05% | 4,514 | $217K | New |
| NXST Nexstar Media Group Inc. | 0.05% | 1,254 | $217K | Add +6.9% |
| VMC Vulcan Materials Co. | 0.05% | 828 | $216K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 269 | $216K | Reduce -21.8% |
| SF Stifel Financial Corp. | 0.05% | 2,078 | $216K | New |
| APD Air Products & Chemicals Inc. | 0.05% | 763 | $215K | Reduce -13.5% |
| AMGN Amgen Inc. | 0.05% | 759 | $212K | Reduce -22.8% |
| NMR Nomura Holdings Inc.-Spon ADR | 0.05% | 31,726 | $209K | Reduce -2.2% |
| CMS CMS Energy Corp. | 0.05% | 3,012 | $209K | New |
| NVR NVR Inc. | 0.05% | 28 | $207K | Reduce -9.7% |
| DELL Dell Technologies -C | 0.05% | 1,680 | $206K | New |
| AVUV Avantis US Small Cap Value | 0.04% | 2,239 | $204K | Reduce -63.0% |
| IWY iShares Russell Top 200 Grow | 0.04% | 826 | $204K | New |
| VLO Valero Energy Corp. | 0.04% | 1,513 | $203K | Reduce -36.7% |
| FERG Ferguson Enterprises Inc. | 0.04% | 930 | $203K | New |
| PNC PNC Financial Services Group | 0.04% | 1,090 | $203K | New |
| D Dominion Energy Inc. | 0.04% | 3,596 | $203K | New |
| INTC Intel Corp. | 0.04% | 9,064 | $203K | New |
| WTFC Wintrust Financial Corp. | 0.04% | 1,631 | $202K | New |
| UHS Universal Health Services-B | 0.04% | 1,114 | $202K | Reduce -2.9% |
| SHG Shinhan Financial Group-ADR | 0.04% | 4,453 | $201K | New |
| BCS Barclays PLC-Spons ADR | 0.04% | 10,808 | $201K | Add +1.8% |
| RDY Dr. Reddy's Laboratories-ADR | 0.04% | 13,182 | $198K | Add +20.0% |
| TNGY Tortoise Energy ETF | 0.04% | 19,292 | $177K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.04% | 41,065 | $175K | Add +6.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.04% | 12,569 | $172K | New |
| AMCR Amcor PLC | 0.04% | 17,916 | $165K | New |
| TELFY Telefonica SA-Spon ADR | 0.03% | 28,995 | $157K | Add +18.1% |
| ASX Ase Technology Holding -ADR | 0.03% | 14,789 | $153K | Reduce -3.8% |
| IHS Ihs Holding Ltd. | 0.03% | 21,800 | $121K | New |
| DHT DHT Holdings Inc. | 0.02% | 10,416 | $113K | Reduce -2.0% |
| ACDC Profrac Holding Corp. Class A | 0.02% | 14,269 | $111K | New |
| NVNIF Nvni Group Ltd. | 0.02% | 338,761 | $100K | Reduce -19.8% |
| WIT Wipro Ltd.-ADR | 0.02% | 33,000 | $100K | Reduce -11.3% |
| HAFN Hafnia Ltd. | 0.02% | 19,301 | $96K | New |
| FSM Fortuna Mining Corp. | 0.02% | 14,588 | $95K | New |
| NOK Nokia Corp.-Spon ADR | 0.02% | 15,363 | $80K | Add +3.1% |
| ENIC Enel Chile SA-ADR | 0.02% | 21,658 | $79K | Add +8.1% |
| BSBR Banco Santander Brasil-ADS | 0.02% | 14,270 | $78K | Add +8.9% |
| AXIAY Axia Energia-ADR filed as CENTRAIS ELETRICAS BRASILEIR | 0.02% | 10,043 | $75K | New |
| MPT Medical Properties Trust Inc. | 0.01% | 10,284 | $45K | New |
| GOSS Gossamer Bio Inc. | 0.01% | 25,474 | $31K | Add +52.8% |
| CLDI Calidi Biotherapeutics Inc. | 0.00% | 45,000 | $10K | Reduce -18.2% |
| BIOVIE INC | 0.00% | 10,000 | $9K | Reduce -33.3% |
| REVIVA PHARMACEUTCLS HLDGS I | 0.00% | 20,000 | $8K | No change |