| VOO Vanguard S&P 500 ETF | 9.26% | 83,964 | $52.7M | Add +4.4% |
| COWZ Pacer US Cash Cows 100 ETF | 3.80% | 359,196 | $21.6M | Add +6.1% |
| AAPL Apple Inc. | 3.56% | 74,402 | $20.2M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.31% | 73,093 | $18.9M | Add +1.4% |
| EFA iShares MSCI Eafe ETF | 3.25% | 192,644 | $18.5M | Add +7.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.09% | 52,386 | $17.6M | Reduce -2.7% |
| BND Vanguard Total Bond Market | 2.93% | 225,010 | $16.7M | Reduce -7.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.92% | 27,028 | $16.6M | Add +6.3% |
| VIG Vanguard Dividend Apprec ETF | 2.50% | 64,741 | $14.2M | Reduce -5.9% |
| MSFT Microsoft Corp. | 2.19% | 25,815 | $12.5M | Reduce -4.7% |
| VEA Vanguard Ftse Developed ETF | 2.05% | 187,016 | $11.7M | Reduce -3.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.82% | 115,324 | $10.4M | Reduce -6.8% |
| JPM JPMorgan Chase & Co. | 1.58% | 27,808 | $9.0M | Reduce -2.5% |
| NVDA Nvidia Corp. | 1.53% | 46,722 | $8.7M | Add +8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.52% | 45,353 | $8.7M | Reduce -3.1% |
| SCHD Schwab US DVD Equity ETF | 1.47% | 305,036 | $8.4M | Reduce -6.6% |
| VYM Vanguard High DVD Yield ETF | 1.39% | 55,156 | $7.9M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 1.26% | 31,031 | $7.2M | Add +6.5% |
| VGT Vanguard Info Tech ETF | 1.14% | 8,595 | $6.5M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.10% | 12,869 | $6.3M | Reduce -11.8% |
| GOOGL Alphabet Inc. Class A | 1.05% | 19,118 | $6.0M | Add +2.1% |
| VTC Vanguard Total Corporate BND | 1.04% | 76,459 | $5.9M | Reduce -7.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.93% | 29,973 | $5.3M | Add +3.5% |
| PM Philip Morris International | 0.85% | 30,104 | $4.8M | Reduce -7.5% |
| GOVT iShares US Treasury Bond ETF | 0.83% | 205,105 | $4.7M | Add +4.9% |
| JNJ Johnson & Johnson | 0.83% | 22,700 | $4.7M | Reduce -8.1% |
| VCIT Vanguard Int-Term Corporate | 0.81% | 55,145 | $4.6M | Add +6.6% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.79% | 200,954 | $4.5M | Add +5.3% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.77% | 36,550 | $4.4M | Add +5.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.76% | 14,822 | $4.3M | Add +5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 6,301 | $4.3M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.74% | 78,143 | $4.2M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.73% | 34,582 | $4.2M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.72% | 6,231 | $4.1M | Reduce -7.3% |
| AMAT Applied Materials Inc. | 0.70% | 15,466 | $4.0M | Add +13.2% |
| ITOT iShares Core S&P Total U.S. | 0.68% | 26,074 | $3.9M | Add +1.1% |
| BLK BlackRock Inc. | 0.64% | 3,390 | $3.6M | Reduce -4.7% |
| USHY iShares Broad Usd High Yield | 0.60% | 91,917 | $3.4M | Reduce -9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 6,702 | $3.4M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 0.59% | 10,725 | $3.4M | Reduce -2.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.59% | 78,048 | $3.3M | Add +3.3% |
| DFAS Dimensional US Small Cap ETF | 0.58% | 47,082 | $3.3M | Add +2.9% |
| CSCO Cisco Systems Inc. | 0.57% | 42,051 | $3.2M | Reduce -17.4% |
| NEE Nextera Energy Inc. | 0.54% | 38,201 | $3.1M | Add +14.2% |
| CVX Chevron Corp. | 0.52% | 19,329 | $2.9M | Reduce -3.4% |
| SPEM State Street SP PTF Em ETF | 0.51% | 61,943 | $2.9M | Add +14.5% |
| WFC Wells Fargo & Co. | 0.46% | 28,276 | $2.6M | Reduce -12.8% |
| TSLA Tesla Inc. | 0.45% | 5,740 | $2.6M | Add +8.2% |
| KO The Coca-Cola Co. | 0.45% | 36,878 | $2.6M | Reduce -1.6% |
| HD Home Depot Inc. | 0.44% | 7,262 | $2.5M | Reduce -22.3% |
| TXN Texas Instruments Inc. | 0.44% | 14,343 | $2.5M | Reduce -3.4% |
| AVGO Broadcom Inc. | 0.43% | 7,138 | $2.5M | Add +9.3% |
| PG The Procter & Gamble Co. | 0.42% | 16,489 | $2.4M | Add +0.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.40% | 85,064 | $2.3M | Add +27.1% |
| SCCO Southern Copper Corp. | 0.39% | 15,309 | $2.2M | Add +0.7% |
| AMGN Amgen Inc. | 0.38% | 6,533 | $2.1M | Add +0.3% |
| DFLV Dim US Large Cap Value ETF | 0.37% | 61,106 | $2.1M | Add +3.3% |
| CMI Cummins Inc. | 0.37% | 4,096 | $2.1M | Add +4.7% |
| ENB Enbridge Inc. | 0.36% | 42,713 | $2.0M | Reduce -9.9% |
| V Visa Inc. Class A | 0.34% | 5,586 | $2.0M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.33% | 18,026 | $1.9M | Add +24.2% |
| DFIC Dimensional International Co. | 0.33% | 54,788 | $1.9M | Add +3.2% |
| WEC WEC Energy Group Inc. | 0.33% | 17,884 | $1.9M | Reduce -3.9% |
| FAST Fastenal Co. | 0.33% | 46,211 | $1.9M | Reduce -9.3% |
| QCOM Qualcomm Inc. | 0.31% | 10,323 | $1.8M | Add +2.5% |
| KMI Kinder Morgan Inc. | 0.31% | 64,187 | $1.8M | Add +2.6% |
| WMB Williams Cos Inc. | 0.31% | 29,183 | $1.8M | Add +1.3% |
| ETR Entergy Corp. | 0.31% | 18,926 | $1.7M | Reduce -18.1% |
| MDT Medtronic PLC | 0.31% | 18,124 | $1.7M | Reduce -4.5% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 12,351 | $1.7M | Reduce -7.7% |
| EMR Emerson Electric Co. | 0.29% | 12,600 | $1.7M | Add +3.6% |
| VZ Verizon Communications Inc. | 0.29% | 40,725 | $1.7M | Reduce -9.1% |
| GRMN Garmin Ltd. | 0.29% | 8,121 | $1.6M | Reduce -10.1% |
| PEP Pepsico Inc. | 0.29% | 11,424 | $1.6M | Add +6.5% |
| MO Altria Group Inc. | 0.28% | 28,030 | $1.6M | Reduce -3.1% |
| TFC Truist Financial Corp. | 0.28% | 32,839 | $1.6M | Reduce -11.6% |
| BKNG Booking Holdings Inc. | 0.28% | 295 | $1.6M | Reduce -14.7% |
| CME Cme Group Inc. | 0.28% | 5,753 | $1.6M | Add +13.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.27% | 51,272 | $1.5M | Add +8.6% |
| SBUX Starbucks Corp. | 0.26% | 17,643 | $1.5M | Reduce -12.1% |
| PFE Pfizer Inc. | 0.26% | 59,617 | $1.5M | Add +8.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.26% | 14,418 | $1.5M | Add +0.2% |
| PSA Public Storage | 0.26% | 5,675 | $1.5M | Add +4.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.26% | 31,325 | $1.5M | Reduce -1.7% |
| ACN Accenture PLC Class A | 0.26% | 5,468 | $1.5M | Add +46.1% |
| DUK Duke Energy Corp. | 0.26% | 12,467 | $1.5M | Reduce -8.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 4,775 | $1.5M | Reduce -10.2% |
| ABT Abbott Laboratories | 0.25% | 11,331 | $1.4M | New |
| ORCL Oracle Corp. | 0.25% | 7,249 | $1.4M | Reduce -6.3% |
| T AT&T Inc. | 0.25% | 56,834 | $1.4M | Reduce -5.3% |
| NYF iShares New York Muni Bond E | 0.24% | 25,703 | $1.4M | Add +2.0% |
| LAMR Lamar Advertising Co. Class A | 0.23% | 10,484 | $1.3M | Reduce -10.7% |
| LLY Eli Lilly & Co. | 0.23% | 1,197 | $1.3M | Add +16.9% |
| CMCSA Comcast Corp. Class A | 0.22% | 41,539 | $1.2M | Add +92.1% |
| DTM DT Midstream Inc. | 0.21% | 9,921 | $1.2M | Add +8.6% |
| MA Mastercard Inc. Class A | 0.20% | 2,029 | $1.2M | Reduce -7.7% |
| GPC Genuine Parts Co. | 0.20% | 9,259 | $1.1M | Add +38.3% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 20,679 | $1.1M | New |
| SCHW Schwab (charles) Corp. | 0.19% | 11,065 | $1.1M | Reduce -17.2% |
| PNC PNC Financial Services Group | 0.19% | 5,293 | $1.1M | Add +23.6% |
| OMC Omnicom Group | 0.19% | 13,625 | $1.1M | Add +33.1% |
| RF Regions Financial Corp. | 0.19% | 40,572 | $1.1M | Add +4.8% |
| SNA Snap-on Inc. | 0.18% | 3,032 | $1.0M | Add +20.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.18% | 20,416 | $1.0M | Add +3.0% |
| CUBE Cubesmart | 0.18% | 28,416 | $1.0M | Add +10.9% |
| MC Moelis & Co. Class A | 0.17% | 13,850 | $952K | Add +0.3% |
| STAG Stag Industrial Inc. | 0.16% | 25,271 | $929K | Add +13.5% |
| HSY The Hershey Co. | 0.16% | 5,087 | $926K | Add +4.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 3,060 | $907K | Add +7.3% |
| KEY Keycorp | 0.16% | 43,673 | $901K | Add +15.6% |
| AXP American Express Co. | 0.16% | 2,386 | $883K | Add +2.0% |
| JHG Janus Henderson Group PLC | 0.15% | 18,498 | $880K | Add +11.2% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,640 | $872K | Reduce -60.6% |
| VXUS Vanguard Total Intl Stock | 0.15% | 11,446 | $864K | Reduce -4.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 15,630 | $860K | Add +17.8% |
| WMT Walmart Inc. | 0.15% | 7,714 | $859K | Add +13.4% |
| UPS United Parcel Service Class B | 0.15% | 8,585 | $852K | Reduce -23.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 9,228 | $826K | Reduce -0.4% |
| NFLX Netflix Inc. | 0.14% | 8,769 | $822K | Reduce -0.5% |
| PSX Phillips 66 | 0.14% | 6,336 | $818K | Add +12.3% |
| WSM Williams-Sonoma Inc. | 0.14% | 4,546 | $812K | Add +23.6% |
| HON Honeywell International Inc. | 0.14% | 4,161 | $812K | Add +5.5% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 4,494 | $799K | Add +10.2% |
| PAYX Paychex Inc. | 0.14% | 6,918 | $776K | Add +7.6% |
| APD Air Products & Chemicals Inc. | 0.14% | 3,124 | $772K | Reduce -49.9% |
| GSK GSK PLC-Spon ADR | 0.13% | 15,399 | $755K | Reduce -17.6% |
| DPZ Domino's Pizza Inc. | 0.13% | 1,779 | $742K | Add +12.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.13% | 12,709 | $736K | Add +4.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.13% | 6,263 | $727K | Reduce -4.0% |
| NVS Novartis AG-Sponsored ADR | 0.12% | 4,977 | $686K | Reduce -0.6% |
| BDX Becton Dickinson and Co. | 0.12% | 3,494 | $678K | Reduce -30.6% |
| HII Huntington Ingalls Industrie | 0.12% | 1,937 | $659K | Reduce -14.5% |
| FDS Factset Research Systems Inc. | 0.11% | 2,239 | $650K | New |
| ABBV Abbvie Inc. | 0.11% | 2,826 | $646K | Add +12.4% |
| GIS General Mills Inc. | 0.11% | 13,876 | $645K | Reduce -23.0% |
| COR Cencora Inc. | 0.11% | 1,901 | $642K | Reduce -10.6% |
| XEL Xcel Energy Inc. | 0.11% | 8,555 | $632K | Add +11.4% |
| ADI Analog Devices Inc. | 0.11% | 2,314 | $628K | Reduce -5.4% |
| ROK Rockwell Automation Inc. | 0.11% | 1,597 | $621K | Add +88.3% |
| AMD Advanced Micro Devices | 0.11% | 2,900 | $621K | Add +11.0% |
| AAL American Airlines Group Inc. | 0.11% | 40,340 | $618K | Reduce -58.2% |
| DFEM Dimensional Emrg MRKT Core | 0.11% | 18,691 | $618K | Add +1.8% |
| LYG Lloyds Banking Group PLC-ADR | 0.11% | 115,278 | $611K | Reduce -34.9% |
| EBAY eBay Inc. | 0.11% | 6,962 | $606K | Reduce -4.3% |
| BSV Vanguard Short-Term Bond ETF | 0.10% | 7,564 | $596K | Reduce -39.7% |
| AGX Argan Inc. | 0.10% | 1,900 | $595K | Reduce -26.6% |
| NEM Newmont Corp. | 0.10% | 5,929 | $592K | Add +6.2% |
| MCK McKesson Corp. | 0.10% | 721 | $591K | Reduce -3.6% |
| APAM Artisan Partners Asset Ma -A | 0.10% | 14,146 | $576K | Add +12.5% |
| COST Costco Wholesale Corp. | 0.10% | 655 | $565K | Reduce -4.4% |
| REXR Rexford Industrial Realty Inc. | 0.10% | 14,463 | $560K | Add +55.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.10% | 19,758 | $556K | Reduce -1.6% |
| RTX RTX Corp. | 0.10% | 3,007 | $552K | Reduce -2.0% |
| XP XP Inc. Class A | 0.10% | 33,669 | $551K | Add +61.6% |
| WSO Watsco Inc. | 0.10% | 1,618 | $545K | Add +34.5% |
| PHM Pultegroup Inc. | 0.10% | 4,639 | $544K | Reduce -67.1% |
| VXF Vanguard Extended Market ETF | 0.10% | 2,597 | $543K | Add +5.5% |
| KTB Kontoor Brands Inc. | 0.09% | 8,742 | $534K | Add +25.1% |
| OWL Blue Owl Capital Inc. | 0.09% | 35,660 | $533K | Reduce -3.0% |
| SYY Sysco Corp. | 0.09% | 7,167 | $528K | Reduce -15.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.09% | 10,793 | $522K | Reduce -51.7% |
| GD General Dynamics Corp. | 0.09% | 1,532 | $516K | Reduce -5.2% |
| GM General Motors Co. | 0.09% | 6,264 | $509K | Reduce -1.5% |
| ES Eversource Energy | 0.09% | 7,449 | $502K | Reduce -7.3% |
| NTAP Netapp Inc. | 0.09% | 4,615 | $494K | New |
| CAT Caterpillar Inc. | 0.09% | 855 | $490K | Add +27.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.09% | 6,055 | $486K | Reduce -8.8% |
| SWKS Skyworks Solutions Inc. | 0.08% | 7,597 | $482K | New |
| IWF iShares Russell 1000 Growth | 0.08% | 1,000 | $473K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.08% | 3,354 | $473K | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 1,529 | $471K | Add +10.1% |
| NE Noble Corp. PLC | 0.08% | 16,485 | $466K | Add +23.4% |
| APH Amphenol Corp. Class A | 0.08% | 3,417 | $462K | Reduce -15.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 2,162 | $458K | Reduce -4.3% |
| BBWI Bath & Body Works Inc. | 0.08% | 22,640 | $455K | New |
| UL Unilever PLC-Sponsored ADR | 0.08% | 6,799 | $445K | Reduce -0.3% |
| NEU Newmarket Corp. | 0.08% | 633 | $435K | New |
| COP Conocophillips | 0.08% | 4,636 | $434K | Reduce -31.1% |
| FIS Fidelity National Info Serv | 0.07% | 6,290 | $418K | Reduce -18.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 891 | $418K | Add +6.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.07% | 7,037 | $400K | Reduce -2.3% |
| TFPM Triple Flag Precious Met | 0.07% | 11,959 | $397K | Reduce -2.0% |
| BITB Bitwise Bitcoin ETF | 0.07% | 8,282 | $394K | New |
| AGG iShares Core U.S. Aggregate | 0.07% | 3,905 | $390K | Reduce -16.5% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 5,036 | $384K | Add +18.0% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 1,985 | $380K | Add +16.7% |
| LRCX Lam Research Corp. | 0.07% | 2,215 | $379K | Add +16.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 2,407 | $370K | Add +15.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 3,226 | $367K | Reduce -7.5% |
| CHKP Check Point Software Tech | 0.06% | 1,942 | $360K | Reduce -20.1% |
| APP AppLovin Corp. Class A | 0.06% | 534 | $360K | Add +25.4% |
| IVV iShares Core S&P 500 ETF | 0.06% | 505 | $346K | Reduce -13.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.06% | 3,218 | $343K | No change |
| NOC Northrop Grumman Corp. | 0.06% | 599 | $341K | Add +1.2% |
| ADSK Autodesk Inc. | 0.06% | 1,145 | $339K | Reduce -20.5% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 2,272 | $338K | Add +9.0% |
| ADBE Adobe Inc. | 0.06% | 959 | $336K | Add +7.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 1,058 | $333K | Add +11.4% |
| VLO Valero Energy Corp. | 0.06% | 1,996 | $325K | Add +2.6% |
| UTHR United Therapeutics Corp. | 0.06% | 666 | $325K | Add +20.6% |
| CRM Salesforce Inc. | 0.06% | 1,218 | $323K | Reduce -27.2% |
| TTE Totalenergies SE | 0.06% | 4,788 | $313K | Add +17.3% |
| NOW ServiceNow Inc. | 0.05% | 2,011 | $308K | Add +2.3% |
| IBP Installed Building Products | 0.05% | 1,152 | $299K | Add +10.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.05% | 3,337 | $298K | No change |
| INTU Intuit Inc. | 0.05% | 446 | $295K | Add +13.8% |
| CI The Cigna Group | 0.05% | 1,063 | $292K | Add +22.3% |
| GEV GE Vernova Inc. | 0.05% | 442 | $289K | Add +21.8% |
| ECL Ecolab Inc. | 0.05% | 1,093 | $287K | Reduce -3.9% |
| IXUS iShares Core Intl Stock ETF | 0.05% | 3,384 | $286K | Add +34.9% |
| AMT American Tower Corp. | 0.05% | 1,618 | $284K | Reduce -63.1% |
| DCOR Dimensional US Core Eq 1 ETF | 0.05% | 3,852 | $284K | Reduce -9.8% |
| MRSH Marsh & McLennan Cos | 0.05% | 1,519 | $282K | Add +2.4% |
| CFG Citizens Financial Group | 0.05% | 4,816 | $281K | Reduce -1.2% |
| VCEB Vanguard ESG US Corp. Bond | 0.05% | 4,405 | $280K | Reduce -9.6% |
| IQV Iqvia Holdings Inc. | 0.05% | 1,234 | $278K | Reduce -35.6% |
| MCD McDonald's Corp. | 0.05% | 882 | $269K | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.05% | 301 | $265K | Add +6.4% |
| BX Blackstone Inc. | 0.05% | 1,716 | $264K | Add +4.8% |
| MU Micron Technology Inc. | 0.05% | 920 | $263K | New |
| HCA HCA Healthcare Inc. | 0.05% | 559 | $261K | Add +6.9% |
| ALB Albemarle Corp. | 0.05% | 1,842 | $261K | New |
| DKNG Draftkings Inc. Class A | 0.05% | 7,480 | $258K | Reduce -0.4% |
| PAGP Plains GP Holdings LP | 0.04% | 13,262 | $254K | Reduce -23.9% |
| AU Anglogold Ashanti PLC | 0.04% | 2,973 | $254K | Reduce -1.1% |
| MPC Marathon Petroleum Corp. | 0.04% | 1,552 | $252K | Add +4.1% |
| DGRO iShares Core Dividend Growth | 0.04% | 3,616 | $251K | Reduce -7.7% |
| KLAC KLA Corp. | 0.04% | 206 | $251K | Add +6.7% |
| MS Morgan Stanley | 0.04% | 1,412 | $251K | New |
| ED Consolidated Edison Inc. | 0.04% | 2,518 | $250K | New |
| KEYS Keysight Technologies Inc. | 0.04% | 1,226 | $249K | New |
| WELL Welltower Inc. | 0.04% | 1,335 | $248K | Add +0.4% |
| HAL Halliburton Co. | 0.04% | 8,658 | $245K | New |
| WST West Pharmaceutical Services | 0.04% | 878 | $242K | Reduce -10.9% |
| LMT Lockheed Martin Corp. | 0.04% | 492 | $238K | Add +0.2% |
| C Citigroup Inc. | 0.04% | 2,028 | $237K | New |
| ANET Arista Networks Inc. | 0.04% | 1,802 | $236K | Add +8.1% |
| BG Bunge Global SA | 0.04% | 2,636 | $235K | New |
| CB Chubb Ltd. | 0.04% | 747 | $233K | New |
| AME Ametek Inc. | 0.04% | 1,134 | $233K | New |
| LCTU iShares U.S. Carbon Transiti | 0.04% | 3,136 | $232K | Reduce -0.1% |
| PWR Quanta Services Inc. | 0.04% | 550 | $232K | Reduce -8.8% |
| EIX Edison International | 0.04% | 3,811 | $229K | Reduce -21.8% |
| LOW Lowe's Cos Inc. | 0.04% | 936 | $226K | Add +5.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 494 | $224K | New |
| SCHF Schwab Intl Equity ETF | 0.04% | 9,217 | $222K | Add +1.1% |
| CTRA Coterra Energy Inc. | 0.04% | 8,381 | $221K | New |
| GILD Gilead Sciences Inc. | 0.04% | 1,795 | $220K | New |
| EOG EOG Resources Inc. | 0.04% | 1,981 | $208K | Reduce -35.1% |
| VNQ Vanguard Real Estate ETF | 0.04% | 2,349 | $208K | Add +5.3% |
| AEP American Electric Power | 0.04% | 1,786 | $206K | New |
| IJR iShares Core S&P Small-Cap E | 0.04% | 1,705 | $205K | Reduce -0.8% |
| CDNS Cadence Design SYS Inc. | 0.04% | 654 | $205K | Add +9.6% |
| INGR Ingredion Inc. | 0.04% | 1,843 | $203K | New |
| IEMG iShares Core MSCI Emerging | 0.04% | 3,021 | $203K | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.04% | 3,152 | $202K | New |
| KVUE Kenvue Inc. | 0.03% | 11,356 | $196K | New |
| HLN Haleon PLC-ADR | 0.03% | 15,503 | $157K | New |
| SAN Banco Santander SA-Spon ADR | 0.03% | 13,215 | $155K | New |
| GAB Gabelli Equity Trust | 0.02% | 20,377 | $126K | New |
| CNTN Canton Strategic Holdings Inc. filed as THARIMMUNE INC | 0.01% | 25,337 | $77K | Add +150.0% |