| MSFT Microsoft Corp. | 5.35% | 682,869 | $287.8M | Reduce -0.2% |
| AAPL Apple Inc. | 5.31% | 1,141,361 | $285.8M | Reduce -0.7% |
| NVDA Nvidia Corp. | 4.34% | 1,738,465 | $233.5M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 3.05% | 866,308 | $164.0M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.01% | 739,240 | $162.2M | Reduce -1.1% |
| AVGO Broadcom Inc. | 2.89% | 670,177 | $155.4M | Reduce -1.2% |
| GVI iShares Intermediate Governm | 2.73% | 1,411,468 | $147.1M | Add +14.3% |
| WMT Walmart Inc. | 2.26% | 1,343,940 | $121.4M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.09% | 191,845 | $112.4M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 2.03% | 454,745 | $109.0M | Reduce -0.2% |
| V Visa Inc. Class A | 1.96% | 334,060 | $105.6M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 1.77% | 1,990,145 | $95.2M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 1.71% | 156,908 | $91.9M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.51% | 160,257 | $81.1M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.41% | 129,008 | $75.9M | Add +7.1% |
| XOM Exxon Mobil Corp. | 1.39% | 694,033 | $74.7M | Reduce -1.2% |
| AXP American Express Co. | 1.37% | 248,695 | $73.8M | Add +0.9% |
| LLY Eli Lilly & Co. | 1.30% | 90,279 | $69.7M | Add +0.3% |
| ETN Eaton Corp. PLC | 1.24% | 201,331 | $66.8M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 1.23% | 923,100 | $66.2M | Add +0.6% |
| SPIB SS SPDR P Int C Corp. ETF | 1.17% | 1,921,239 | $62.9M | Reduce -4.3% |
| NOW ServiceNow Inc. | 1.07% | 54,260 | $57.5M | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.01% | 80 | $54.5M | No change |
| PG The Procter & Gamble Co. | 1.00% | 319,796 | $53.6M | Add +0.0% |
| ABBV Abbvie Inc. | 0.96% | 290,164 | $51.6M | Add +36.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.95% | 516,890 | $50.9M | Add +1.0% |
| PNC PNC Financial Services Group | 0.94% | 261,587 | $50.4M | Add +5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.93% | 1,135,559 | $49.9M | Add +11.8% |
| PANW Palo Alto Networks Inc. | 0.92% | 272,195 | $49.5M | Reduce -0.5% |
| IEF iShares 7-10 Year Treasury B | 0.89% | 518,536 | $47.9M | Add +1.7% |
| HON Honeywell International Inc. | 0.89% | 211,981 | $47.9M | Reduce -1.5% |
| ORCL Oracle Corp. | 0.89% | 286,391 | $47.7M | Reduce -0.0% |
| EMR Emerson Electric Co. | 0.88% | 381,919 | $47.3M | Add +18.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.87% | 909,189 | $47.0M | Reduce -2.7% |
| NOBL Proshares S&P 500 Dividend A | 0.87% | 471,592 | $46.9M | Reduce -0.4% |
| VIGI Vanguard Int Div App Indx FD | 0.86% | 579,127 | $46.3M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.84% | 452,684 | $45.0M | Reduce -20.3% |
| QUAL iShares MSCI USA Quality Fac | 0.80% | 241,568 | $43.0M | Add +7.9% |
| HD Home Depot Inc. | 0.77% | 106,613 | $41.5M | Reduce -4.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.77% | 427,612 | $41.4M | Add +1.6% |
| LIN Linde PLC | 0.74% | 94,677 | $39.6M | Add +0.4% |
| ADI Analog Devices Inc. | 0.73% | 185,576 | $39.4M | Add +30.8% |
| PLD Prologis Inc. | 0.72% | 367,012 | $38.8M | Reduce -1.2% |
| ECL Ecolab Inc. | 0.72% | 165,460 | $38.8M | Add +1.8% |
| CVX Chevron Corp. | 0.66% | 246,253 | $35.7M | Reduce -4.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.66% | 641,718 | $35.6M | Add +1.6% |
| LOW Lowe's Cos Inc. | 0.64% | 140,234 | $34.6M | Add +1.6% |
| WM Waste Management Inc. | 0.63% | 167,174 | $33.7M | Add +2.8% |
| IQLT iShares MSCI International Q | 0.59% | 850,399 | $31.6M | Add +0.7% |
| PH Parker Hannifin Corp. | 0.57% | 48,000 | $30.5M | Add +11.1% |
| BSCS Invesco Bulletshares 2028 CB | 0.57% | 1,515,129 | $30.5M | Reduce -1.7% |
| MCD McDonald's Corp. | 0.55% | 102,634 | $29.8M | Add +0.2% |
| TSLA Tesla Inc. | 0.53% | 70,918 | $28.6M | Add +826.4% |
| BSCW Invesco Bulletshares 2032 CB | 0.53% | 1,422,048 | $28.6M | Reduce -0.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.53% | 1,378,423 | $28.5M | Reduce -1.8% |
| DFLV Dim US Large Cap Value ETF | 0.51% | 911,316 | $27.4M | Add +0.2% |
| BSX Boston Scientific Corp. | 0.51% | 304,881 | $27.2M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.47% | 208,922 | $25.2M | Add +31.6% |
| SPGI S&P Global Inc. | 0.46% | 50,157 | $25.0M | Add +3.1% |
| EBC Eastern Bankshares Inc. | 0.45% | 1,396,823 | $24.1M | Reduce -4.0% |
| DHR Danaher Corp. | 0.45% | 104,557 | $24.0M | Reduce -0.6% |
| CBT Cabot Corp. | 0.45% | 262,270 | $23.9M | Reduce -2.6% |
| PEP Pepsico Inc. | 0.43% | 152,024 | $23.1M | Reduce -1.7% |
| ZTS Zoetis Inc. | 0.43% | 141,047 | $23.0M | Reduce -5.8% |
| HIG Hartford Insurance Group Inc. | 0.42% | 208,055 | $22.8M | Reduce -1.7% |
| CRM Salesforce Inc. | 0.41% | 65,785 | $22.0M | Reduce -2.5% |
| APD Air Products & Chemicals Inc. | 0.40% | 73,805 | $21.4M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.38% | 22,571 | $20.7M | Add +0.9% |
| ADP Automatic Data Processing | 0.38% | 70,283 | $20.6M | Reduce -1.3% |
| ORLY O'reilly Automotive Inc. | 0.38% | 17,179 | $20.4M | Reduce -0.0% |
| AEP American Electric Power | 0.37% | 216,476 | $20.0M | Reduce -0.9% |
| AMAT Applied Materials Inc. | 0.36% | 120,742 | $19.6M | Add +0.3% |
| COP Conocophillips | 0.34% | 186,971 | $18.5M | Reduce -0.1% |
| AMT American Tower Corp. | 0.34% | 100,348 | $18.4M | Reduce -2.0% |
| NFLX Netflix Inc. | 0.33% | 19,649 | $17.5M | Reduce -0.7% |
| KLAC KLA Corp. | 0.31% | 26,534 | $16.7M | Reduce -3.0% |
| MAR Marriott International Class A | 0.31% | 59,459 | $16.6M | Reduce -1.1% |
| SYY Sysco Corp. | 0.31% | 216,182 | $16.5M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 31,703 | $16.5M | Reduce -1.6% |
| ADBE Adobe Inc. | 0.30% | 36,824 | $16.4M | Reduce -25.8% |
| TLH iShares 10-20 Year Treasury | 0.30% | 163,052 | $16.2M | Add +10.4% |
| EQIX Equinix Inc. | 0.30% | 16,861 | $15.9M | Reduce -1.6% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.29% | 377,370 | $15.8M | Reduce -1.0% |
| CWI State Street SPDR MSCI Acwi | 0.29% | 563,802 | $15.8M | Add +0.1% |
| PHM Pultegroup Inc. | 0.29% | 142,740 | $15.5M | Add +4.6% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 259,683 | $15.5M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.29% | 80,727 | $15.4M | Add +0.1% |
| EMN Eastman Chemical Co. | 0.27% | 161,979 | $14.8M | Reduce -1.3% |
| A Agilent Technologies Inc. | 0.27% | 106,758 | $14.3M | Add +0.2% |
| ACN Accenture PLC Class A | 0.27% | 40,549 | $14.3M | Reduce -7.7% |
| VRSK Verisk Analytics Inc. | 0.27% | 51,768 | $14.3M | Reduce -1.7% |
| XCEM Columbia Em Core Ex-China | 0.26% | 464,843 | $13.8M | Add +0.3% |
| DGS Wisdomtree Em Small Cap | 0.25% | 278,911 | $13.6M | Add +0.3% |
| J Jacobs Solutions Inc. | 0.25% | 101,568 | $13.6M | Reduce -1.5% |
| ICE Intercontinental Exchange Inc. | 0.25% | 89,569 | $13.3M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 110,294 | $13.3M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 29,243 | $13.3M | Add +1.5% |
| ESGD iShares Trust iShares ESG Aw | 0.24% | 171,454 | $13.1M | Reduce -2.3% |
| UBER Uber Technologies Inc. | 0.23% | 206,243 | $12.4M | Add +1.4% |
| JNJ Johnson & Johnson | 0.22% | 83,008 | $12.0M | Reduce -36.4% |
| IQV Iqvia Holdings Inc. | 0.22% | 59,042 | $11.6M | Reduce -1.9% |
| GTLS Chart Industries Inc. | 0.20% | 55,572 | $10.6M | Reduce -2.1% |
| XLK SS Technology Select Sector | 0.19% | 45,065 | $10.5M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.19% | 167,584 | $10.4M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 156,921 | $9.8M | Add +6.3% |
| VZ Verizon Communications Inc. | 0.18% | 244,342 | $9.8M | Add +1.6% |
| USB US Bancorp | 0.18% | 200,851 | $9.6M | Add +0.5% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 92,566 | $9.0M | Reduce -46.2% |
| ABT Abbott Laboratories | 0.17% | 78,695 | $8.9M | Reduce -1.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.16% | 341,906 | $8.4M | Reduce -0.3% |
| VLTO Veralto Corp. | 0.15% | 79,816 | $8.1M | Add +0.3% |
| UNP Union Pacific Corp. | 0.15% | 35,381 | $8.1M | Reduce -0.0% |
| MA Mastercard Inc. Class A | 0.15% | 15,113 | $8.0M | Reduce -2.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 90,450 | $7.8M | Add +0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 131,651 | $7.6M | Reduce -7.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.14% | 227,554 | $7.6M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 26,027 | $7.5M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 13,845 | $7.1M | Add +1.9% |
| DGRO iShares Core Dividend Growth | 0.13% | 115,263 | $7.1M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 31,544 | $6.9M | Add +40.5% |
| ATO Atmos Energy Corp. | 0.12% | 45,232 | $6.3M | Add +1.4% |
| IWD iShares Russell 1000 Value E | 0.11% | 33,348 | $6.2M | Add +1.1% |
| DCI Donaldson Co. Inc. | 0.11% | 85,492 | $5.8M | Reduce -26.0% |
| BSCU Invesco Bulletshares 2030 CB | 0.10% | 337,604 | $5.5M | Reduce -82.0% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.10% | 138,535 | $5.5M | Reduce -2.1% |
| BSCT Invesco Bulletshares 2029 CB | 0.10% | 297,044 | $5.4M | Reduce -82.3% |
| PGR Progressive Corp. | 0.10% | 22,645 | $5.4M | Reduce -13.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 158,924 | $5.3M | Reduce -1.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.10% | 268,413 | $5.2M | Reduce -39.0% |
| CAT Caterpillar Inc. | 0.10% | 14,194 | $5.1M | Reduce -0.5% |
| BSCV Invesco Bulletshares 2031 CB | 0.09% | 304,884 | $4.9M | Reduce -39.7% |
| XLC SS Comm Select Sector SPDR | 0.09% | 49,385 | $4.8M | Add +0.8% |
| BSCQ Invesco Bulletshares 2026 CB | 0.09% | 239,187 | $4.6M | Reduce -41.6% |
| RTX RTX Corp. | 0.08% | 38,990 | $4.5M | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 43,906 | $4.5M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 0.08% | 8,130 | $4.4M | Add +0.0% |
| STT State Street Corp. | 0.08% | 42,299 | $4.2M | No change |
| DLR Digital Realty Trust Inc. | 0.08% | 23,281 | $4.1M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 148,433 | $4.1M | Reduce -15.0% |
| BSV Vanguard Short-Term Bond ETF | 0.07% | 48,494 | $3.7M | Reduce -0.5% |
| BDX Becton Dickinson and Co. | 0.07% | 15,811 | $3.6M | Reduce -14.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 30,781 | $3.4M | Add +1.2% |
| MDY State Street SPDR S&P Midcap | 0.06% | 5,830 | $3.3M | Reduce -0.6% |
| XYL Xylem Inc. | 0.06% | 28,216 | $3.3M | Reduce -8.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 137,206 | $3.1M | Reduce -0.3% |
| TOTL SS Doubleline TR Tact ETF | 0.06% | 78,364 | $3.1M | No change |
| SPMB SS SPDR P Mort Back Bond ETF | 0.05% | 136,983 | $3.0M | No change |
| T AT&T Inc. | 0.05% | 121,325 | $2.8M | Reduce -84.8% |
| PFE Pfizer Inc. | 0.05% | 97,339 | $2.6M | Reduce -9.4% |
| CTRA Coterra Energy Inc. | 0.05% | 98,552 | $2.5M | No change |
| QLTA iShares Aaa - A Rated Corpor | 0.05% | 53,324 | $2.5M | Reduce -93.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.05% | 27,190 | $2.5M | Reduce -16.9% |
| BBY Best Buy Co. Inc. | 0.05% | 28,515 | $2.4M | Reduce -21.9% |
| BA The Boeing Co. | 0.05% | 13,703 | $2.4M | Add +13.1% |
| XLI SS Industrial Select Sector | 0.04% | 18,076 | $2.4M | Add +2.9% |
| VERA Vera Therapeutics Inc. | 0.04% | 56,050 | $2.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 31,258 | $2.4M | Add +57.3% |
| ROL Rollins Inc. | 0.04% | 50,410 | $2.3M | Add +0.5% |
| UL Unilever PLC | 0.04% | 40,944 | $2.3M | Reduce -4.5% |
| KMI Kinder Morgan Inc. | 0.04% | 84,013 | $2.3M | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.04% | 4,266 | $2.2M | Add +5.0% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 38,719 | $2.2M | Reduce -14.5% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.04% | 12,532 | $2.1M | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 0.04% | 36,067 | $2.1M | Add +2.1% |
| ADSK Autodesk Inc. | 0.04% | 6,963 | $2.1M | No change |
| ITW Illinois Tool Works | 0.04% | 8,042 | $2.0M | Reduce -1.1% |
| BND Vanguard Total Bond Market | 0.04% | 27,557 | $2.0M | Add +0.3% |
| AMGN Amgen Inc. | 0.04% | 7,287 | $1.9M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 41,217 | $1.8M | Reduce -9.7% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 20,532 | $1.8M | Reduce -1.2% |
| BX Blackstone Inc. | 0.03% | 10,332 | $1.8M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.03% | 11,171 | $1.7M | Add +15.6% |
| DRI Darden Restaurants Inc. | 0.03% | 9,189 | $1.7M | Reduce -36.0% |
| DE Deere & Co. | 0.03% | 4,001 | $1.7M | Reduce -1.4% |
| MDT Medtronic PLC | 0.03% | 21,156 | $1.7M | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 9,908 | $1.7M | Reduce -2.2% |
| CSX CSX Corp. | 0.03% | 51,011 | $1.6M | No change |
| SBUX Starbucks Corp. | 0.03% | 17,903 | $1.6M | Reduce -0.1% |
| GIS General Mills Inc. | 0.03% | 24,631 | $1.6M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 13,527 | $1.6M | Reduce -1.0% |
| INDB Independent Bank Corp. | 0.03% | 22,752 | $1.5M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 7,448 | $1.5M | No change |
| MYI BlackRock Muniyield QLTY III | 0.03% | 131,231 | $1.4M | Add +22.8% |
| ROST Ross Stores Inc. | 0.03% | 9,517 | $1.4M | No change |
| MMM 3M Co. | 0.03% | 10,967 | $1.4M | Add +0.5% |
| ROP Roper Technologies Inc. | 0.03% | 2,715 | $1.4M | Reduce -71.5% |
| RPRX Royalty Pharma PLC Class A | 0.03% | 55,315 | $1.4M | Reduce -1.2% |
| KMB Kimberly-Clark Corp. | 0.03% | 10,677 | $1.4M | Add +0.3% |
| WSO Watsco Inc. | 0.03% | 2,934 | $1.4M | Reduce -1.3% |
| SYK Stryker Corp. | 0.03% | 3,813 | $1.4M | Add +2.2% |
| OKE Oneok Inc. | 0.03% | 13,385 | $1.3M | No change |
| IAU iShares Gold Trust | 0.02% | 26,923 | $1.3M | Reduce -14.5% |
| CARR Carrier Global Corp. | 0.02% | 18,667 | $1.3M | Reduce -1.4% |
| CB Chubb Ltd. | 0.02% | 4,574 | $1.3M | Add +21.0% |
| INTC Intel Corp. | 0.02% | 59,638 | $1.2M | Reduce -10.9% |
| SNPS Synopsys Inc. | 0.02% | 2,455 | $1.2M | Add +2.4% |
| IWM iShares Russell 2000 ETF | 0.02% | 5,356 | $1.2M | Reduce -3.0% |
| YUM Yum! Brands Inc. | 0.02% | 8,325 | $1.1M | No change |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 8,554 | $1.1M | Reduce -2.4% |
| AEE Ameren Corporation | 0.02% | 12,339 | $1.1M | Reduce -28.5% |
| MS Morgan Stanley | 0.02% | 8,705 | $1.1M | Reduce -5.6% |
| WFC Wells Fargo & Co. | 0.02% | 15,420 | $1.1M | Add +10.2% |
| AFL Aflac Inc. | 0.02% | 10,247 | $1.1M | No change |
| TMUS T-Mobile US Inc. | 0.02% | 4,782 | $1.1M | Reduce -27.1% |
| GPC Genuine Parts Co. | 0.02% | 9,000 | $1.1M | Reduce -48.8% |
| IWO iShares Russell 2000 Growth | 0.02% | 3,644 | $1.0M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 9,689 | $1.0M | Reduce -29.8% |
| GLD SPDR Gold Shares | 0.02% | 4,245 | $1.0M | Add +28.1% |
| NKE Nike Inc. Class B | 0.02% | 13,330 | $1.0M | Reduce -24.0% |
| DVY iShares Select Dividend ETF | 0.02% | 7,588 | $996K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 14,109 | $992K | Add +38.2% |
| IVE iShares S&P 500 Value ETF | 0.02% | 5,132 | $980K | No change |
| CLX Clorox Company | 0.02% | 5,845 | $949K | Reduce -7.3% |
| CVS CVS Health Corp. | 0.02% | 20,910 | $939K | Reduce -25.1% |
| XLV SS Health Care Select Sector | 0.02% | 6,791 | $934K | Add +11.9% |
| INTU Intuit Inc. | 0.02% | 1,470 | $924K | Add +2.7% |
| CHD Church & Dwight Co. Inc. | 0.02% | 8,663 | $907K | No change |
| CTAS Cintas Corp. | 0.02% | 4,664 | $852K | Add +7.4% |
| CL Colgate-Palmolive Co. | 0.02% | 9,325 | $848K | Reduce -0.1% |
| ENPH Enphase Energy Inc. | 0.02% | 12,225 | $840K | Add +29.7% |
| GS Goldman Sachs Group Inc. | 0.02% | 1,464 | $838K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 1,972 | $809K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 11,445 | $801K | Reduce -20.8% |
| ALL Allstate Corp. | 0.01% | 4,092 | $789K | Reduce -1.2% |
| GEV GE Vernova Inc. | 0.01% | 2,346 | $772K | Reduce -2.3% |
| WEC WEC Energy Group Inc. | 0.01% | 8,173 | $769K | Reduce -0.7% |
| ES Eversource Energy | 0.01% | 13,266 | $762K | No change |
| PODD Insulet Corp. | 0.01% | 2,912 | $760K | Reduce -35.4% |
| OSK Oshkosh Corp. | 0.01% | 7,936 | $754K | Reduce -42.3% |
| TRV The Travelers Cos Inc. | 0.01% | 3,121 | $752K | Add +16.1% |
| AMP Ameriprise Financial Inc. | 0.01% | 1,395 | $743K | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 9,490 | $740K | No change |
| VGSH Vanguard Short-Term Treasury | 0.01% | 12,559 | $731K | Reduce -67.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 1,707 | $726K | No change |
| MUB iShares National Muni Bond E | 0.01% | 6,765 | $721K | No change |
| MO Altria Group Inc. | 0.01% | 13,725 | $718K | Reduce -15.4% |
| IWB iShares Russell 1000 ETF | 0.01% | 2,210 | $712K | Reduce -11.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 3,574 | $706K | No change |
| TXN Texas Instruments Inc. | 0.01% | 3,714 | $696K | Add +6.2% |
| OTIS Otis Worldwide Corp. | 0.01% | 7,498 | $694K | No change |
| MSI Motorola Solutions Inc. | 0.01% | 1,489 | $688K | Reduce -0.5% |
| APLS Apellis Pharmaceuticals Inc. | 0.01% | 21,500 | $686K | Add +87.0% |
| UPS United Parcel Service Class B | 0.01% | 5,383 | $679K | Reduce -48.5% |
| IWF iShares Russell 1000 Growth | 0.01% | 1,685 | $677K | Add +21.0% |
| RSG Republic Services Inc. | 0.01% | 3,350 | $674K | No change |
| IGM iShares Expanded Tech Sector | 0.01% | 6,599 | $674K | Add +6.8% |
| PPG PPG Industries Inc. | 0.01% | 5,560 | $664K | Reduce -24.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 1,620 | $652K | Reduce -6.4% |
| LMT Lockheed Martin Corp. | 0.01% | 1,322 | $642K | No change |
| DUK Duke Energy Corp. | 0.01% | 5,947 | $641K | Add +12.6% |
| CMCSA Comcast Corp. Class A | 0.01% | 16,333 | $613K | Reduce -5.6% |
| FSLR First Solar Inc. | 0.01% | 3,467 | $611K | Reduce -17.1% |
| MRNA Moderna Inc. | 0.01% | 14,578 | $606K | No change |
| GGN Gamco GLBL Gold NTRL Res Inc. | 0.01% | 159,325 | $601K | No change |
| ENTG Entegris Inc. | 0.01% | 6,059 | $600K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 2,531 | $594K | Reduce -3.0% |
| BKNG Booking Holdings Inc. | 0.01% | 118 | $586K | Reduce -4.8% |
| SO The Southern Co. | 0.01% | 7,070 | $582K | Reduce -3.4% |
| PAYX Paychex Inc. | 0.01% | 4,139 | $580K | Add +9.6% |
| XLY SS Consumer Disc Select Sect | 0.01% | 2,574 | $577K | Add +42.4% |
| BP BP PLC-Spons ADR | 0.01% | 19,365 | $572K | No change |
| HWM Howmet Aerospace Inc. | 0.01% | 5,186 | $567K | Add +9.9% |
| SNA Snap-on Inc. | 0.01% | 1,650 | $560K | Reduce -26.7% |
| SHEL Shell PLC-ADR | 0.01% | 8,886 | $557K | Reduce -7.0% |
| XLE SS Energy Select Sector | 0.01% | 6,129 | $525K | Add +5.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 472 | $498K | No change |
| ULTA Ulta Beauty Inc. | 0.01% | 1,139 | $495K | Reduce -52.5% |
| NOC Northrop Grumman Corp. | 0.01% | 1,052 | $494K | Reduce -2.0% |
| DD Dupont DE Nemours Inc. | 0.01% | 6,346 | $484K | No change |
| CSL Carlisle Cos Inc. | 0.01% | 1,300 | $479K | No change |
| D Dominion Energy Inc. | 0.01% | 8,902 | $479K | No change |
| LFUS Littelfuse Inc. | 0.01% | 1,999 | $471K | No change |
| CMI Cummins Inc. | 0.01% | 1,325 | $462K | Add +17.5% |
| PSA Public Storage | 0.01% | 1,530 | $458K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 11,831 | $451K | Add +10.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 3,783 | $445K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 8,391 | $438K | Add +0.8% |
| BR Broadridge Financial Solutio | 0.01% | 1,918 | $434K | Add +6.7% |
| K Kellanova | 0.01% | 5,300 | $429K | No change |
| GD General Dynamics Corp. | 0.01% | 1,607 | $423K | Add +8.7% |
| XEL Xcel Energy Inc. | 0.01% | 6,268 | $423K | Add +36.2% |
| ALGN Align Technology Inc. | 0.01% | 2,000 | $417K | No change |
| CNI Canadian Natl Railway Co. | 0.01% | 4,084 | $415K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 1,200 | $411K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 2,934 | $409K | Add +4.8% |
| WTRG Essential Utilities Inc. | 0.01% | 11,250 | $409K | Reduce -77.2% |
| EWC iShares MSCI Canada ETF | 0.01% | 10,029 | $404K | Reduce -2.7% |
| TGT Target Corp. | 0.01% | 2,965 | $401K | Add +28.8% |
| PEG Public Service Enterprise GP | 0.01% | 4,705 | $398K | Reduce -1.5% |
| MRSH Marsh & McLennan Cos | 0.01% | 1,861 | $395K | Reduce -4.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 559 | $387K | Reduce -13.7% |
| MNST Monster Beverage Corp. | 0.01% | 7,306 | $384K | No change |
| SHW The Sherwin-Williams Co. | 0.01% | 1,105 | $376K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 3,540 | $374K | No change |
| ED Consolidated Edison Inc. | 0.01% | 4,174 | $372K | No change |
| PSQ Proshares Short QQQ | 0.01% | 9,946 | $372K | Add +63.6% |
| DELL Dell Technologies -C | 0.01% | 3,188 | $367K | Reduce -7.9% |
| PM Philip Morris International | 0.01% | 3,039 | $366K | Reduce -1.0% |
| NXPI NXP Semiconductors NV | 0.01% | 1,740 | $362K | Reduce -0.3% |
| CI The Cigna Group | 0.01% | 1,308 | $361K | Reduce -16.9% |
| GPN Global Payments Inc. | 0.01% | 3,209 | $360K | Reduce -50.6% |
| DOW Dow Inc. | 0.01% | 8,879 | $356K | Reduce -4.4% |
| XLF SS Financial Select Sector | 0.01% | 7,361 | $356K | Add +26.5% |
| AGG iShares Core U.S. Aggregate | 0.01% | 3,650 | $354K | Add +270.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 1,856 | $349K | Reduce -13.2% |
| ACWV iShares MSCI Global Min Vol | 0.01% | 3,172 | $346K | No change |
| ENB Enbridge Inc. | 0.01% | 7,757 | $329K | Add +10.6% |
| VGT Vanguard Info Tech ETF | 0.01% | 526 | $327K | Add +14.6% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 1,548 | $326K | No change |
| CTVA Corteva Inc. | 0.01% | 5,647 | $322K | No change |
| ON On Semiconductor | 0.01% | 5,019 | $316K | No change |
| SCHX Schwab US Large-Cap ETF | 0.01% | 13,590 | $315K | No change |
| AWK American Water Works Co. Inc. | 0.01% | 2,500 | $311K | Reduce -2.2% |
| GRMN Garmin Ltd. | 0.01% | 1,500 | $309K | Add +50.0% |
| TEAM Atlassian Corp. Class A | 0.01% | 1,258 | $306K | Reduce -8.1% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 2,368 | $302K | No change |
| PSX Phillips 66 | 0.01% | 2,647 | $302K | No change |
| DKS Dick's Sporting Goods Inc. | 0.01% | 1,280 | $293K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 7,529 | $289K | Reduce -43.0% |
| ROK Rockwell Automation Inc. | 0.01% | 990 | $283K | No change |
| HSY The Hershey Co. | 0.01% | 1,660 | $281K | Add +10.7% |
| OMC Omnicom Group | 0.01% | 3,260 | $280K | No change |
| HPQ HP Inc. | 0.01% | 8,560 | $279K | Add +2.4% |
| UNM Unum Group | 0.01% | 3,802 | $278K | No change |
| SWK Stanley Black & Decker Inc. | 0.01% | 3,432 | $276K | No change |
| FDX FedEx Corp. | 0.01% | 963 | $271K | Reduce -12.7% |
| AZO AutoZone Inc. | 0.01% | 84 | $269K | No change |
| COLL Collegium Pharmaceutical Inc. | 0.01% | 9,335 | $267K | No change |
| NUE Nucor Corp. | 0.01% | 2,283 | $266K | Add +13.7% |
| DOV Dover Corp. | 0.00% | 1,392 | $261K | Reduce -8.7% |
| MET Metlife Inc. | 0.00% | 3,133 | $257K | Add +2.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 1,082 | $250K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 2,907 | $248K | Reduce -27.2% |
| TEL Te Connectivity PLC | 0.00% | 1,710 | $244K | Reduce -3.7% |
| EVRG Evergy Inc. | 0.00% | 3,963 | $244K | No change |
| CHDN Churchill Downs Inc. | 0.00% | 1,780 | $238K | No change |
| ECBK Ecb Bancorp Inc. | 0.00% | 16,000 | $237K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 898 | $237K | Add +4.5% |
| IWN iShares Russell 2000 Value E | 0.00% | 1,435 | $236K | Add +21.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 820 | $233K | Reduce -4.8% |
| VRT Vertiv Holdings Co. Class A | 0.00% | 2,030 | $231K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 600 | $229K | Reduce -33.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.00% | 2,151 | $227K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 3,000 | $227K | No change |
| SHOP Shopify Inc. Class A | 0.00% | 2,120 | $225K | Add +18.4% |
| CHKP Check Point Software Tech | 0.00% | 1,202 | $224K | Reduce -0.8% |
| ILCG iShares Morningstar Growth E | 0.00% | 2,490 | $223K | No change |
| EZU iShares MSCI Eurozone ETF | 0.00% | 4,716 | $223K | Add +126.4% |
| IEMG iShares Core MSCI Emerging | 0.00% | 4,260 | $222K | Add +60.0% |
| TT Trane Technologies PLC | 0.00% | 602 | $222K | Reduce -6.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 5,319 | $222K | Reduce -34.6% |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 2,225 | $220K | No change |
| MCK McKesson Corp. | 0.00% | 384 | $219K | Reduce -26.3% |
| RS Reliance Inc. | 0.00% | 808 | $218K | No change |
| HL Hecla Mining Co. | 0.00% | 44,000 | $216K | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 2,461 | $215K | Add +23.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 1,262 | $214K | Reduce -0.4% |
| AON Aon PLC Class A | 0.00% | 587 | $211K | Add +373.4% |
| TFC Truist Financial Corp. | 0.00% | 4,859 | $211K | Add +8.5% |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 2,694 | $211K | Reduce -20.5% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.00% | 2,763 | $210K | Add +0.2% |
| MAS Masco Corp. | 0.00% | 2,851 | $207K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 4,916 | $206K | Add +12.5% |
| HPE Hewlett Packard Enterprise | 0.00% | 9,560 | $204K | Add +2.1% |
| INGR Ingredion Inc. | 0.00% | 1,450 | $199K | No change |
| CEG Constellation Energy | 0.00% | 886 | $198K | Add +34.6% |
| VTR Ventas Inc. | 0.00% | 3,308 | $195K | Add +6.4% |
| WTM White Mountains Insurance GP | 0.00% | 100 | $195K | No change |
| BURL Burlington Stores Inc. | 0.00% | 675 | $192K | Reduce -15.0% |
| PEGA Pegasystems Inc. | 0.00% | 2,000 | $186K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 3,989 | $185K | Reduce -52.3% |
| VFH Vanguard Financials ETF | 0.00% | 1,563 | $185K | New |
| JCI Johnson Controls Internation | 0.00% | 2,325 | $184K | No change |
| SSO Proshares Ultra S&P500 | 0.00% | 1,955 | $181K | Add +117.5% |
| OGE Oge Energy Corp. | 0.00% | 4,344 | $179K | No change |
| FSMD Fidelity Small-Mid Multifact | 0.00% | 4,345 | $179K | Add +115.7% |
| CINF Cincinnati Financial Corp. | 0.00% | 1,236 | $178K | No change |
| XLB SS Materials Select Sector | 0.00% | 2,105 | $177K | Add +13.2% |
| PRU Prudential Financial Inc. | 0.00% | 1,488 | $176K | Reduce -1.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 1,302 | $176K | No change |
| AOSL Alpha & Omega Semiconductor | 0.00% | 4,676 | $173K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 716 | $172K | Add +13.5% |
| SCHW Schwab (charles) Corp. | 0.00% | 2,317 | $171K | Add +37.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 1,950 | $171K | No change |
| GEHC GE Healthcare Technology | 0.00% | 2,181 | $171K | Add +0.6% |
| IDA Idacorp Inc. | 0.00% | 1,559 | $170K | Add +211.8% |
| DFS Discover Financial Services | 0.00% | 982 | $170K | No change |
| NEM Newmont Corp. | 0.00% | 4,550 | $169K | Add +20.2% |
| GEN Gen Digital Inc. | 0.00% | 6,167 | $169K | No change |
| HUBB Hubbell Inc. | 0.00% | 396 | $166K | No change |
| DTE DTE Energy Company | 0.00% | 1,360 | $164K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 1,988 | $163K | Reduce -20.9% |
| TRP TC Energy Corp. | 0.00% | 3,500 | $163K | No change |
| NTAP Netapp Inc. | 0.00% | 1,397 | $162K | Add +58.8% |
| MTSI Macom Technology Solutions H | 0.00% | 1,225 | $159K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 627 | $159K | Add +7.5% |
| RWM Proshares Short RUSSELL2000 | 0.00% | 8,305 | $156K | New |
| VCIT Vanguard Int-Term Corporate | 0.00% | 1,931 | $155K | Add +2.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 1,328 | $153K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 1,721 | $153K | No change |
| ET Energy Transfer LP | 0.00% | 7,790 | $153K | Add +14.7% |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 1,449 | $152K | Reduce -3.2% |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.00% | 11,009 | $151K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 6,000 | $150K | No change |
| PII Polaris Inc. | 0.00% | 2,600 | $150K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 693 | $149K | Add +39.2% |
| ZS Zscaler Inc. | 0.00% | 825 | $149K | Add +6.5% |
| BAX Baxter International Inc. | 0.00% | 5,070 | $148K | No change |
| CSW CSW Industrials Inc. | 0.00% | 415 | $146K | Reduce -30.8% |
| WELL Welltower Inc. | 0.00% | 1,152 | $145K | Add +1087.6% |
| BIP Brookfield Infrastructure Pa | 0.00% | 4,499 | $143K | No change |
| MCO Moody's Corp. | 0.00% | 295 | $140K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 1,093 | $139K | No change |
| TPL Texas Pacific Land Corp. | 0.00% | 125 | $138K | No change |
| SCHO Schwab Short-Term US Treas | 0.00% | 5,635 | $136K | Reduce -1.3% |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 2,230 | $134K | No change |
| ITOT iShares Core S&P Total U.S. | 0.00% | 1,031 | $133K | Add +43.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.00% | 5,668 | $132K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 1,708 | $131K | Add +84.5% |
| BIIB Biogen Inc. | 0.00% | 856 | $131K | Reduce -7.4% |
| SAP Sap SE-Sponsored ADR | 0.00% | 528 | $130K | Reduce -11.0% |
| COR Cencora Inc. | 0.00% | 578 | $130K | No change |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.00% | 1,340 | $128K | Add +109.4% |
| IAI iShares U.S. Broker-Dealers | 0.00% | 880 | $127K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 3,992 | $127K | Add +33.4% |
| ETR Entergy Corp. | 0.00% | 1,668 | $126K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 2,500 | $126K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.00% | 2,340 | $125K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.00% | 1,605 | $125K | No change |
| TSCO Tractor Supply Company | 0.00% | 2,345 | $124K | No change |
| GLW Corning Inc. | 0.00% | 2,612 | $124K | No change |
| TYG Tortoise Energy Infrastruct | 0.00% | 2,952 | $124K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 2,078 | $122K | Reduce -8.1% |
| CECO Ceco Environmental Corp. | 0.00% | 4,000 | $121K | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 3,270 | $120K | No change |
| URI United Rentals Inc. | 0.00% | 170 | $120K | Add +146.4% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.00% | 3,609 | $119K | Add +0.3% |
| PWR Quanta Services Inc. | 0.00% | 376 | $119K | Add +152.3% |
| OXY Occidental Petroleum Corp. | 0.00% | 2,402 | $119K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 894 | $118K | Add +99.5% |
| MCHP Microchip Technology Inc. | 0.00% | 2,054 | $118K | No change |
| KIE SS SPDR S&P Insurance ETF | 0.00% | 2,075 | $117K | No change |
| WOR Worthington Enterprises Inc. | 0.00% | 2,922 | $117K | No change |
| RWX State Street SPDR Dow Jones | 0.00% | 5,000 | $115K | No change |
| MU Micron Technology Inc. | 0.00% | 1,366 | $115K | Reduce -3.5% |
| DCO Ducommun Inc. | 0.00% | 1,800 | $115K | No change |
| SKYY First Trust Cloud Computing | 0.00% | 957 | $114K | New |
| PKG Packaging Corp. of America | 0.00% | 500 | $113K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 1,930 | $112K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.00% | 4,907 | $112K | Reduce -0.8% |
| WAT Waters Corp. | 0.00% | 300 | $111K | New |
| YUMC Yum China Holdings Inc. | 0.00% | 2,297 | $111K | No change |
| WY Weyerhaeuser Co. | 0.00% | 3,900 | $110K | Add +82.2% |
| ABNB Airbnb Inc. Class A | 0.00% | 830 | $109K | No change |
| CDW CDW Corp. | 0.00% | 621 | $108K | Reduce -93.7% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.00% | 11,000 | $107K | Add +10.0% |
| EW Edwards Lifesciences Corp. | 0.00% | 1,440 | $107K | Reduce -2.8% |
| AME Ametek Inc. | 0.00% | 586 | $106K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 10,661 | $106K | Reduce -0.1% |
| BF.A Brown-Forman Corp. Class A | 0.00% | 2,800 | $106K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 1,186 | $105K | Add +17.8% |
| HUBS HubSpot Inc. | 0.00% | 150 | $105K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 9,170 | $104K | Reduce -92.3% |
| TXNM TXNM Energy Inc. | 0.00% | 2,090 | $103K | No change |
| AGI Alamos Gold Inc. Class A | 0.00% | 5,549 | $102K | No change |
| PWB Invesco Large Cap Growth ETF | 0.00% | 1,000 | $102K | No change |
| VSH Vishay Intertechnology Inc. | 0.00% | 6,000 | $102K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 915 | $101K | Reduce -5.8% |
| ITT Itt Inc. | 0.00% | 700 | $100K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 1,075 | $99K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 2,433 | $99K | Add +1069.7% |
| SBAC SBA Communications Corp. | 0.00% | 485 | $99K | Add +100.4% |
| TDG Transdigm Group Inc. | 0.00% | 78 | $99K | Add +1460.0% |
| C Citigroup Inc. | 0.00% | 1,390 | $98K | No change |
| AKRO Akero Therapeutics Inc. | 0.00% | 3,500 | $97K | No change |
| PWV Invesco Large Cap Value ETF | 0.00% | 1,710 | $97K | No change |
| GCOW Pacer Global Cash Cows Divid | 0.00% | 2,875 | $97K | No change |
| FDN First Trust DJ Internet Ind | 0.00% | 398 | $97K | New |
| KEYS Keysight Technologies Inc. | 0.00% | 600 | $96K | No change |
| HAL Halliburton Co. | 0.00% | 3,532 | $96K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 1,626 | $95K | No change |
| UNF Unifirst Corp. | 0.00% | 548 | $94K | No change |
| WS Worthington Steel Inc. | 0.00% | 2,922 | $93K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.00% | 1,897 | $91K | No change |
| CCI Crown Castle Inc. | 0.00% | 1,003 | $91K | No change |
| WST West Pharmaceutical Services | 0.00% | 273 | $89K | No change |
| GAM General American Investors | 0.00% | 1,723 | $88K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 1,000 | $87K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 4,102 | $86K | Reduce -96.0% |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 660 | $85K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.00% | 1,685 | $85K | New |
| CPB The Campbell's Company | 0.00% | 2,000 | $84K | No change |
| EOG EOG Resources Inc. | 0.00% | 677 | $83K | Add +198.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.00% | 1,885 | $83K | No change |
| AMLP Alerian MLP ETF | 0.00% | 1,720 | $83K | No change |
| EBAY eBay Inc. | 0.00% | 1,295 | $80K | Add +424.3% |
| GRID First TRST Nasd Class Edg Sgiif | 0.00% | 666 | $79K | No change |
| NI Nisource Inc. | 0.00% | 2,161 | $79K | Add +1242.2% |
| ESTC Elastic NV | 0.00% | 800 | $79K | No change |
| TMP Tompkins Financial Corp. | 0.00% | 1,168 | $79K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 735 | $77K | No change |
| OPOF Old Point Financial Corp. | 0.00% | 2,949 | $77K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 296 | $75K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 1,500 | $75K | Reduce -10.4% |
| WBD Warner Bros Discovery Inc. | 0.00% | 7,101 | $75K | Reduce -14.5% |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 617 | $75K | Add +63.7% |
| FTV Fortive Corp. | 0.00% | 1,000 | $75K | Reduce -1.5% |
| EMLP First Trust North American E | 0.00% | 2,080 | $74K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 179 | $74K | No change |
| URA Global X Uranium ETF | 0.00% | 2,751 | $74K | No change |
| EVTR Eaton Vance Total Return | 0.00% | 1,455 | $73K | New |
| SOLV Solventum Corp. | 0.00% | 1,098 | $73K | Reduce -27.2% |
| HUM Humana Inc. | 0.00% | 285 | $72K | No change |
| OEF iShares S&P 100 ETF | 0.00% | 249 | $72K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 1,392 | $72K | No change |
| BKR Baker Hughes Co. | 0.00% | 1,739 | $71K | Add +598.4% |
| FAST Fastenal Co. | 0.00% | 984 | $71K | Add +440.7% |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 183 | $71K | Add +15.8% |
| RVTY Revvity Inc. | 0.00% | 623 | $70K | No change |
| GNMA iShares Gnma Bond ETF | 0.00% | 1,613 | $69K | Reduce -98.3% |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 520 | $69K | No change |
| CPRT Copart Inc. | 0.00% | 1,196 | $69K | Add +115.1% |
| RJF Raymond James Financial Inc. | 0.00% | 440 | $68K | New |
| UDR Udr Inc. | 0.00% | 1,574 | $68K | New |
| ARKX ARK Space & Defense Innovati | 0.00% | 3,500 | $68K | No change |
| RF Regions Financial Corp. | 0.00% | 2,899 | $68K | Reduce -16.5% |
| PHG Koninklijke Philips NVR- NY | 0.00% | 2,689 | $68K | No change |
| AVY Avery Dennison Corp. | 0.00% | 363 | $68K | Reduce -6.9% |
| PFF iShares Preferred & Income S | 0.00% | 2,150 | $68K | No change |
| AVA Avista Corp. | 0.00% | 1,842 | $67K | Add +309.3% |
| EPD Enterprise Products Partners | 0.00% | 2,150 | $67K | No change |
| AKAM Akamai Technologies Inc. | 0.00% | 702 | $67K | No change |
| MLM Martin Marietta Materials | 0.00% | 127 | $66K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.00% | 2,511 | $65K | New |
| HP Helmerich & Payne | 0.00% | 2,017 | $65K | No change |
| TER Teradyne Inc. | 0.00% | 500 | $63K | No change |
| HXL Hexcel Corp. | 0.00% | 1,000 | $63K | No change |
| LAMR Lamar Advertising Co. Class A | 0.00% | 515 | $63K | Add +0.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 819 | $62K | Reduce -4.1% |
| HCA HCA Healthcare Inc. | 0.00% | 205 | $62K | New |
| HDV iShares Core High Dividend E | 0.00% | 545 | $61K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 800 | $61K | Add +39.1% |
| BTZ BlackRock Credit Allocation | 0.00% | 5,670 | $59K | No change |
| IDV iShares International Select | 0.00% | 2,164 | $59K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 537 | $59K | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 1,500 | $59K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 465 | $58K | No change |
| KBR KBR Inc. | 0.00% | 1,000 | $58K | No change |
| APH Amphenol Corp. Class A | 0.00% | 832 | $58K | No change |
| NTRS Northern Trust Corp. | 0.00% | 562 | $58K | No change |
| RY Royal Bank of Canada | 0.00% | 476 | $57K | No change |
| FISV Fiserv Inc. | 0.00% | 277 | $57K | No change |
| GGG Graco Inc. | 0.00% | 675 | $57K | No change |
| RDVY First Trust Rising Dividend | 0.00% | 959 | $57K | New |
| TD Toronto-Dominion Bank | 0.00% | 1,043 | $56K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 927 | $55K | Add +52.7% |
| FN Fabrinet | 0.00% | 250 | $55K | No change |
| SCHB Schwab US Broad Market ETF | 0.00% | 2,400 | $54K | New |
| QLTY GMO U.S. Quality ETF | 0.00% | 1,687 | $54K | New |
| MRAM Everspin Technologies Inc. | 0.00% | 8,400 | $54K | No change |
| JEF Jefferies Financial Group Inc. | 0.00% | 679 | $53K | No change |
| FCOR Fidelity Corporate Bond ETF | 0.00% | 1,140 | $53K | Reduce -18.6% |
| WPC WP Carey Inc. | 0.00% | 965 | $53K | No change |
| APA Apa Corp. | 0.00% | 2,275 | $53K | Add +355.0% |
| PCF High Income Securities Fund | 0.00% | 8,000 | $52K | Add +14.3% |
| COF Capital One Financial Corp. | 0.00% | 291 | $52K | No change |
| PNR Pentair PLC | 0.00% | 507 | $51K | Add +144.9% |
| L Loews Corp. | 0.00% | 600 | $51K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 490 | $51K | No change |
| FRT Federal Realty Invs Trust | 0.00% | 450 | $50K | No change |
| PLUG Plug Power Inc. | 0.00% | 23,625 | $50K | No change |
| VDC Vanguard Consumer Staple ETF | 0.00% | 237 | $50K | New |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 427 | $49K | New |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 1,300 | $48K | No change |
| BBN BlackRock Taxable Muni BND | 0.00% | 3,000 | $48K | No change |
| VICR Vicor Corp. | 0.00% | 1,000 | $48K | No change |
| HES Hess Corp. | 0.00% | 350 | $47K | No change |
| CCD Calamos DYN Convert & Inc. | 0.00% | 1,915 | $47K | New |
| OZ Belpointe Prep LLC Class A | 0.00% | 593 | $46K | No change |
| PPA Invesco Aerospace & Defense | 0.00% | 400 | $46K | No change |
| HST Host Hotels & Resorts Inc. | 0.00% | 2,568 | $45K | New |
| IP International Paper Co. | 0.00% | 825 | $44K | No change |
| ARES Ares Management Corp. Class A | 0.00% | 250 | $44K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 715 | $43K | Add +793.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 659 | $43K | Reduce -16.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 381 | $43K | Reduce -23.8% |
| SPG Simon Property Group Inc. | 0.00% | 250 | $43K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 473 | $43K | Reduce -19.4% |
| VTRS Viatris Inc. | 0.00% | 3,413 | $42K | Reduce -10.0% |
| TXT Textron Inc. | 0.00% | 544 | $42K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 652 | $41K | No change |
| RPM RPM International Inc. | 0.00% | 336 | $41K | No change |
| OGN Organon & Co. | 0.00% | 2,757 | $41K | Reduce -4.2% |
| LNC Lincoln National Corp. | 0.00% | 1,280 | $41K | No change |
| VFC VF Corp. | 0.00% | 1,874 | $40K | No change |
| VONG Vanguard Russell 1000 Growth | 0.00% | 388 | $40K | Add +5.7% |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 515 | $39K | Add +19.8% |
| KKR KKR & Co. Inc. | 0.00% | 263 | $39K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 151 | $38K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 423 | $38K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 440 | $37K | No change |
| XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP | 0.00% | 2,080 | $37K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 480 | $37K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 331 | $36K | No change |
| DLTR Dollar Tree Inc. | 0.00% | 484 | $36K | No change |
| JNK SS SPDR BB High Yield Bond | 0.00% | 379 | $36K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.00% | 1,440 | $36K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 1,160 | $36K | No change |
| TIP iShares Tips Bond ETF | 0.00% | 333 | $35K | No change |
| RHI Robert Half Inc. | 0.00% | 500 | $35K | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.00% | 1,440 | $35K | No change |
| PGX Invesco Preferred ETF | 0.00% | 3,000 | $35K | No change |
| WAB Wabtec Corp. | 0.00% | 182 | $35K | Add +0.6% |
| SMOT Vaneck Morningstar Smid Moat | 0.00% | 1,000 | $34K | No change |
| EDV Vanguard Extended Dur Treas | 0.00% | 500 | $34K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 120 | $34K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 900 | $33K | Reduce -40.0% |
| LYB Lyondellbasell Indu Class A | 0.00% | 450 | $33K | Reduce -56.1% |
| STZ Constellation Brands Inc. Class A | 0.00% | 150 | $33K | No change |
| EG Everest Group Ltd. | 0.00% | 90 | $33K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 546 | $32K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 162 | $32K | New |
| VLUE iShares MSCI USA Value Facto | 0.00% | 302 | $32K | New |
| MGM MGM Resorts International | 0.00% | 900 | $31K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 908 | $31K | Add +44.6% |
| FTNT Fortinet Inc. | 0.00% | 325 | $31K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 241 | $31K | Add +107.8% |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 750 | $30K | No change |
| LNT Alliant Energy Corp. | 0.00% | 500 | $30K | No change |
| IAG Iamgold Corp. | 0.00% | 5,700 | $29K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 250 | $29K | New |
| SRE Sempra | 0.00% | 334 | $29K | No change |
| MMS Maximus Inc. | 0.00% | 390 | $29K | New |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.00% | 600 | $29K | No change |
| PBA Pembina Pipeline Corp. | 0.00% | 782 | $29K | New |
| NGD New Gold Inc. | 0.00% | 11,500 | $29K | No change |
| ALB Albemarle Corp. | 0.00% | 330 | $28K | No change |
| IXJ iShares Global Healthcare Et | 0.00% | 330 | $28K | No change |
| HONE Harborone Bancorp Inc. | 0.00% | 2,350 | $28K | No change |
| PAAS Pan American Silver Corp. | 0.00% | 1,357 | $27K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 500 | $27K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 363 | $27K | Reduce -76.3% |
| MLN Vaneck Long Muni ETF | 0.00% | 1,522 | $27K | No change |
| CAH Cardinal Health Inc. | 0.00% | 230 | $27K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 1,133 | $27K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 154 | $27K | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.00% | 2,378 | $27K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 395 | $27K | No change |
| JBL Jabil Inc. | 0.00% | 183 | $26K | No change |
| JPST JPMorgan Ultra-Short Income | 0.00% | 513 | $26K | Add +95.1% |
| UUUU Energy Fuels Inc. | 0.00% | 5,000 | $26K | No change |
| MBB iShares MBS ETF | 0.00% | 279 | $26K | Add +29.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 325 | $26K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.00% | 1,150 | $26K | Reduce -0.2% |
| IDR Idaho Strategic Resources Inc. | 0.00% | 2,500 | $25K | No change |
| CIEN Ciena Corp. | 0.00% | 300 | $25K | No change |
| GDX Vaneck Gold Miners ETF | 0.00% | 750 | $25K | New |
| B Barrick Gold Corp. | 0.00% | 1,629 | $25K | No change |
| HNI Hni Corp. | 0.00% | 500 | $25K | No change |
| CLNE Clean Energy Fuels Corp. | 0.00% | 10,000 | $25K | No change |
| IT Gartner Inc. | 0.00% | 51 | $25K | No change |
| EIX Edison International | 0.00% | 308 | $25K | No change |
| GNTX Gentex Corp. | 0.00% | 850 | $24K | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.00% | 1,015 | $24K | No change |
| SU Suncor Energy Inc. | 0.00% | 675 | $24K | No change |
| VNDA Vanda Pharmaceuticals Inc. | 0.00% | 5,000 | $24K | No change |
| WDC Western Digital Corp. | 0.00% | 400 | $24K | No change |
| PYN PIMCO New York Muni FND III | 0.00% | 4,186 | $24K | No change |
| TOST Toast Inc. Class A | 0.00% | 650 | $24K | No change |
| BKH Black Hills Corp. | 0.00% | 400 | $23K | No change |
| GBAB Guggenheim Taxable Municipal | 0.00% | 1,538 | $23K | New |
| NTLA Intellia Therapeutics Inc. | 0.00% | 2,000 | $23K | No change |
| BXP BXP Inc. | 0.00% | 312 | $23K | No change |
| O Realty Income Corp. | 0.00% | 434 | $23K | New |
| CIVI Civitas Resources Inc. | 0.00% | 496 | $23K | No change |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.00% | 253 | $23K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 2,434 | $23K | Reduce -33.0% |
| SWKS Skyworks Solutions Inc. | 0.00% | 255 | $23K | Reduce -66.2% |
| KD Kyndryl Holdings Inc. | 0.00% | 653 | $23K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 1,000 | $22K | New |
| GLPI Gaming and Leisure Propertie | 0.00% | 454 | $22K | No change |
| HI Hillenbrand Inc. | 0.00% | 708 | $22K | No change |
| DOCS Doximity Inc. Class A | 0.00% | 400 | $21K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.00% | 697 | $21K | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 401 | $21K | Add +0.3% |
| ILMN Illumina Inc. | 0.00% | 158 | $21K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 393 | $21K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 1,000 | $21K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.00% | 845 | $21K | No change |
| ALLE Allegion PLC | 0.00% | 160 | $21K | No change |
| IBTI iShares Ibonds Dec 2028 Term | 0.00% | 950 | $21K | Reduce -0.3% |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 425 | $21K | No change |
| RRC Range Resources Corp. | 0.00% | 575 | $21K | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 0.00% | 65 | $20K | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.00% | 875 | $20K | No change |
| ERTH Invesco MSCI Sustainable Fut | 0.00% | 490 | $20K | No change |
| PHO Invesco Water Resources ETF | 0.00% | 300 | $20K | No change |
| BG Bunge Global SA | 0.00% | 250 | $19K | No change |
| GNRC Generac Holdings Inc. | 0.00% | 125 | $19K | No change |
| ELV Elevance Health Inc. | 0.00% | 52 | $19K | Reduce -11.9% |
| ANIK Anika Therapeutics Inc. | 0.00% | 1,150 | $19K | No change |
| WOLF Wolfspeed Inc. | 0.00% | 2,820 | $19K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 261 | $19K | No change |
| KIM Kimco Realty Corp. | 0.00% | 791 | $19K | No change |
| SPTN Spartannash Co. | 0.00% | 1,000 | $18K | New |
| LECO Lincoln Electric Holdings | 0.00% | 96 | $18K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 366 | $18K | Reduce -69.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 72 | $18K | No change |
| SYF Synchrony Financial | 0.00% | 272 | $18K | No change |
| XVV iShares ESG Select Screened | 0.00% | 385 | $17K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 106 | $17K | New |
| CPT Camden Property Trust | 0.00% | 149 | $17K | Reduce -0.7% |
| PGNY Progyny Inc. | 0.00% | 1,000 | $17K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.00% | 1,404 | $17K | No change |
| SPOT Spotify Technology SA | 0.00% | 38 | $17K | No change |
| DAR Darling Ingredients Inc. | 0.00% | 500 | $17K | Reduce -23.1% |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 222 | $17K | No change |
| BRW Saba Capital Income & Opport | 0.00% | 2,200 | $17K | New |
| CAG Conagra Brands Inc. | 0.00% | 600 | $17K | No change |
| ABUS Arbutus Biopharma Corp. | 0.00% | 5,000 | $16K | No change |
| LPLA LPL Financial Holdings Inc. | 0.00% | 50 | $16K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 150 | $16K | No change |
| LW Lamb Weston Holdings Inc. | 0.00% | 242 | $16K | No change |
| LEDS Semileds Corp. | 0.00% | 12,260 | $16K | No change |
| QMCO Quantum Corp. | 0.00% | 293 | $16K | No change |
| DHI D.R. Horton Inc. | 0.00% | 112 | $16K | No change |
| FTSL First Trust Senior Loan ETF | 0.00% | 337 | $16K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 219 | $15K | New |
| TROX Tronox Holdings PLC | 0.00% | 1,500 | $15K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 428 | $15K | No change |
| DXCM Dexcom Inc. | 0.00% | 186 | $14K | Add +36.8% |
| BSCX Invesco Bulletshares 2033 CB | 0.00% | 700 | $14K | Reduce -73.7% |
| EOS Eaton Vance Enh Eqt Inc. II | 0.00% | 600 | $14K | New |
| EFIV SS SPDR S&P 500 ESG ETF | 0.00% | 253 | $14K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 20 | $14K | No change |
| NVT Nvent Electric PLC | 0.00% | 207 | $14K | No change |
| DXC DXC Technology Co. | 0.00% | 704 | $14K | Add +2.5% |
| BRO Brown & Brown Inc. | 0.00% | 137 | $14K | No change |
| VTWV Vanguard Russell 2000 Value | 0.00% | 96 | $14K | No change |
| PDI PIMCO Dynamic Income Fund | 0.00% | 750 | $14K | Add +0.0% |
| BKLN Invesco Senior Loan ETF | 0.00% | 650 | $14K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.00% | 229 | $14K | No change |
| FLDR Fidelity Low Durat Fact ETF | 0.00% | 271 | $14K | New |
| NTR Nutrien Ltd. | 0.00% | 300 | $13K | No change |
| DVN Devon Energy Corp. | 0.00% | 409 | $13K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 148 | $13K | Reduce -45.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 369 | $13K | New |
| PDBC Invesco Optimum Yield Divers | 0.00% | 1,000 | $13K | No change |
| PDP Invesco Dorsey Wright Moment | 0.00% | 120 | $13K | No change |
| GSST Goldman Sachs Ultra Short Bo | 0.00% | 251 | $13K | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 110 | $13K | No change |
| KLG WK Kellogg Co. | 0.00% | 700 | $13K | No change |
| PCH Potlatchdeltic Corp. | 0.00% | 320 | $13K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 139 | $13K | No change |
| DWX State Street SPDR S&P Intern | 0.00% | 359 | $13K | No change |
| FDLO Fidelity Low Volat Fact ETF | 0.00% | 207 | $13K | New |
| XFFCX Flaherty & Crumrine Pref Inc. | 0.00% | 800 | $12K | New |
| IYR iShares US Real Estate ETF | 0.00% | 132 | $12K | No change |
| VAW Vanguard Materials ETF | 0.00% | 65 | $12K | New |
| SNY Sanofi-ADR | 0.00% | 248 | $12K | No change |
| ROKU Roku Inc. | 0.00% | 160 | $12K | No change |
| FSS Federal Signal Corp. | 0.00% | 127 | $12K | No change |
| EPAM Epam Systems Inc. | 0.00% | 50 | $12K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 400 | $12K | No change |
| FITB Fifth Third Bancorp | 0.00% | 275 | $12K | No change |
| WDAY Workday Inc. Class A | 0.00% | 45 | $12K | No change |
| MFC Manulife Financial Corp. | 0.00% | 378 | $12K | No change |
| HOLX Hologic Inc. | 0.00% | 161 | $12K | No change |
| WMS Advanced Drainage Systems Inc. | 0.00% | 100 | $12K | No change |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.00% | 217 | $12K | No change |
| PCG P G & E Corp. | 0.00% | 560 | $11K | No change |
| CNM Core & Main Inc. Class A | 0.00% | 220 | $11K | No change |
| DLB Dolby Laboratories Inc. Class A | 0.00% | 142 | $11K | No change |
| AES AES Corp. | 0.00% | 850 | $11K | No change |
| RCI Rogers Communications Inc. Class B | 0.00% | 350 | $11K | No change |
| XLP SS Consumer Staples Sel Sect | 0.00% | 136 | $11K | Reduce -20.0% |
| EFX Equifax Inc. | 0.00% | 41 | $10K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 225 | $10K | No change |
| BEN Franklin Templeton Inc. | 0.00% | 500 | $10K | No change |
| KEY Keycorp | 0.00% | 590 | $10K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.00% | 241 | $10K | Reduce -73.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 117 | $10K | Reduce -64.8% |
| HGER Harbor Commodity All Weather | 0.00% | 445 | $10K | New |
| UTL Unitil Corp. | 0.00% | 176 | $10K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 27 | $9K | No change |
| GM General Motors Co. | 0.00% | 174 | $9K | Reduce -76.9% |
| DOC Healthpeak Properties Inc. | 0.00% | 450 | $9K | No change |
| SRVR Pacer Data & Infrastructure | 0.00% | 302 | $9K | New |
| BTO John Hancock Financial Opp | 0.00% | 250 | $9K | No change |
| GERN Geron Corp. | 0.00% | 2,500 | $9K | No change |
| X United States Steel Corp. | 0.00% | 259 | $9K | No change |
| UAPR Innovator U.S. Equity Ultra | 0.00% | 284 | $9K | No change |
| BN Brookfield Corp. | 0.00% | 151 | $9K | No change |
| SLV iShares Silver Trust | 0.00% | 327 | $9K | No change |
| VNO Vornado Realty Trust | 0.00% | 200 | $8K | No change |
| BLDP Ballard Power Systems Inc. | 0.00% | 5,000 | $8K | No change |
| SAIC Science Applications Inte | 0.00% | 74 | $8K | No change |
| KVUE Kenvue Inc. | 0.00% | 369 | $8K | No change |
| JHS John Hancock Income Sec TR | 0.00% | 700 | $8K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 100 | $8K | No change |
| BDJ BlackRock Enhanced Eqty DVD | 0.00% | 923 | $8K | Reduce -24.8% |
| ICF iShares Select U.S. REIT ETF | 0.00% | 126 | $8K | Reduce -16.0% |
| BHF Brighthouse Financial Inc. | 0.00% | 156 | $7K | Reduce -3.1% |
| BAH Booz Allen Hamilton Holdings | 0.00% | 58 | $7K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 126 | $7K | No change |
| NBBK NB Bancorp Inc. | 0.00% | 405 | $7K | No change |
| BSJQ Invesco Bulletshares 2026 HY | 0.00% | 313 | $7K | No change |
| CGNX Cognex Corp. | 0.00% | 200 | $7K | No change |
| QSR Restaurant Brands Intern | 0.00% | 108 | $7K | No change |
| SPIR Spire Global Inc. | 0.00% | 500 | $7K | No change |
| TTWO Take-Two Interactive Softwre | 0.00% | 38 | $7K | Add +137.5% |
| MDB Mongodb Inc. | 0.00% | 30 | $7K | No change |
| WEN The Wendy's Co. | 0.00% | 423 | $7K | No change |
| LEG Leggett & Platt Inc. | 0.00% | 711 | $7K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 38 | $7K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 97 | $7K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 88 | $7K | New |
| HEI.A Heico Corp. Class A | 0.00% | 35 | $7K | No change |
| MPWR Monolithic Power Systems Inc. | 0.00% | 11 | $7K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 755 | $6K | Add +74.4% |
| VFVA Vanguard U.S. Value Factor | 0.00% | 54 | $6K | No change |
| ARM Arm Holdings PLC-ADR | 0.00% | 50 | $6K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.00% | 122 | $6K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 120 | $6K | No change |
| EME Emcor Group Inc. | 0.00% | 13 | $6K | No change |
| PARAA Paramount Global Class B | 0.00% | 554 | $6K | No change |
| BSJP Invesco Bulletshares 2025 HY | 0.00% | 250 | $6K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 10 | $6K | No change |
| CC The Chemours Co. | 0.00% | 339 | $6K | No change |
| CE Celanese Corp. | 0.00% | 82 | $6K | No change |
| AMPX Amprius Technologies Inc. | 0.00% | 2,000 | $6K | No change |
| HLN Haleon PLC-ADR | 0.00% | 585 | $6K | No change |
| PAGP Plains GP Holdings LP | 0.00% | 300 | $6K | Reduce -92.7% |
| MINT PIMCO Enhanced Short Maturit | 0.00% | 54 | $5K | New |
| MSCI MSCI Inc. | 0.00% | 9 | $5K | No change |
| LEN Lennar Corp. Class A | 0.00% | 39 | $5K | No change |
| FMX Fomento Economico Mex-SP ADR | 0.00% | 62 | $5K | No change |
| MQY BlackRock Muniyield Quality | 0.00% | 450 | $5K | New |
| MTZ Mastec Inc. | 0.00% | 38 | $5K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 24 | $5K | No change |
| CR Crane Co. | 0.00% | 32 | $5K | No change |
| WMB Williams Cos Inc. | 0.00% | 89 | $5K | No change |
| FMS Fresenius Medical Care-ADR | 0.00% | 209 | $5K | No change |
| JWN Nordstrom Inc. | 0.00% | 191 | $5K | No change |
| IPG Interpublic Group of Cos Inc. | 0.00% | 164 | $5K | Reduce -72.2% |
| ASH Ashland Inc. | 0.00% | 64 | $5K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.00% | 50 | $5K | No change |
| AAL American Airlines Group Inc. | 0.00% | 250 | $4K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 325 | $4K | No change |
| REZI Resideo Technologies Inc. | 0.00% | 185 | $4K | Add +4.5% |
| HIX Western Asset High Inc. II | 0.00% | 1,000 | $4K | New |
| VMC Vulcan Materials Co. | 0.00% | 16 | $4K | No change |
| VRP Invesco Variable Rate Prefer | 0.00% | 160 | $4K | Reduce -79.3% |
| AA Alcoa Corp. | 0.00% | 100 | $4K | New |
| MTD Mettler-Toledo International | 0.00% | 3 | $4K | No change |
| GREK Global X MSCI Greece ETF | 0.00% | 93 | $4K | No change |
| VC Visteon Corp. | 0.00% | 40 | $4K | No change |
| VRTS Virtus Investment Partners | 0.00% | 16 | $4K | No change |
| AI C3.AI Inc. Class A | 0.00% | 100 | $3K | No change |
| PZG Paramount Gold Nevada Corp. | 0.00% | 10,000 | $3K | No change |
| PHK PIMCO High Income Fund | 0.00% | 700 | $3K | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 25 | $3K | No change |
| RMD Resmed Inc. | 0.00% | 14 | $3K | No change |
| EMBC Embecta Corp. | 0.00% | 151 | $3K | Reduce -3.2% |
| CGEN Compugen Ltd. | 0.00% | 2,000 | $3K | New |
| VCEB Vanguard ESG US Corp. Bond | 0.00% | 49 | $3K | Reduce -41.7% |
| CDNS Cadence Design SYS Inc. | 0.00% | 10 | $3K | No change |
| IBTE iShares Ibonds Dec 2024 Term | 0.00% | 121 | $3K | Reduce -97.3% |
| DBO Invesco DB Oil Fund | 0.00% | 200 | $3K | New |
| RGNX Regenxbio Inc. | 0.00% | 370 | $3K | No change |
| IVZ Invesco Ltd. | 0.00% | 161 | $3K | No change |
| HAS Hasbro Inc. | 0.00% | 50 | $3K | No change |
| SPEM State Street SP PTF Em ETF | 0.00% | 72 | $3K | No change |
| BGS B&G Foods Inc. | 0.00% | 400 | $3K | New |
| SAIA Saia Inc. | 0.00% | 6 | $3K | No change |
| IAGG iShares Intl Aggregate Bond | 0.00% | 54 | $3K | No change |
| EWW iShares MSCI Mexico ETF | 0.00% | 57 | $3K | No change |
| DBA Invesco DB Agriculture Fund | 0.00% | 100 | $3K | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 90 | $3K | No change |
| ALTM Arcadium Lithium PLC | 0.00% | 481 | $2K | No change |
| AMARIN CORP PLC | 0.00% | 5,050 | $2K | No change |
| FAX Abrdn Asia-Pacific Income | 0.00% | 166 | $2K | New |
| POOL Pool Corp. | 0.00% | 7 | $2K | No change |
| SYM Symbotic Inc. | 0.00% | 100 | $2K | No change |
| AAP Advance Auto Parts Inc. | 0.00% | 50 | $2K | New |
| UBS UBS Group AG-Reg | 0.00% | 77 | $2K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 25 | $2K | No change |
| TPR Tapestry Inc. | 0.00% | 35 | $2K | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 500 | $2K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.00% | 17 | $2K | No change |
| AMN Amn Healthcare Services Inc. | 0.00% | 88 | $2K | No change |
| FIVE Five Below | 0.00% | 20 | $2K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 6 | $2K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 78 | $2K | No change |
| NLOP Net Lease Office Property | 0.00% | 64 | $2K | No change |
| CRNT Ceragon Networks Ltd. | 0.00% | 427 | $2K | No change |
| VTS Vitesse Energy Inc. | 0.00% | 79 | $2K | No change |
| MBI Mbia Inc. | 0.00% | 300 | $2K | No change |
| WCN Waste Connections Inc. | 0.00% | 10 | $2K | No change |
| UPWK Upwork Inc. | 0.00% | 100 | $2K | No change |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 27 | $2K | No change |
| CNQ Canadian Natural Resources | 0.00% | 50 | $2K | No change |
| NLY Annaly Capital Management Inc. | 0.00% | 74 | $1K | No change |
| ASIX Advansix Inc. | 0.00% | 42 | $1K | Add +5.0% |
| KTB Kontoor Brands Inc. | 0.00% | 14 | $1K | No change |
| IRD Opus Genetics Inc. | 0.00% | 1,000 | $1K | No change |
| TNDM Tandem Diabetes Care Inc. | 0.00% | 32 | $1K | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 20 | $1K | New |
| AIG American International Group | 0.00% | 15 | $1K | No change |
| MGF Aberdeen Govrn MKTS Inc. Fund | 0.00% | 320 | $982 | No change |
| SBRA Sabra Health Care REIT Inc. | 0.00% | 56 | $970 | No change |
| PENN Penn Entertainment Inc. | 0.00% | 39 | $773 | No change |
| NIO Nio Inc. - ADR | 0.00% | 156 | $680 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 146 | $647 | Add +356.3% |
| TDC Teradata Corp. | 0.00% | 20 | $623 | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 9 | $568 | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.00% | 13 | $554 | Reduce -96.1% |
| WDS Woodside Energy Group-ADR | 0.00% | 34 | $530 | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 6 | $509 | No change |
| ZIMV Zimvie Inc. | 0.00% | 29 | $405 | No change |
| XPL Solitario Resources Corp. | 0.00% | 584 | $347 | No change |
| NATL NCR Atleos Corp. | 0.00% | 10 | $339 | No change |
| VYX NCR Voyix Corp. | 0.00% | 20 | $277 | No change |
| AVNS Avanos Medical Inc. | 0.00% | 14 | $223 | No change |
| OBE Obsidian Energy Ltd. | 0.00% | 28 | $162 | New |
| FE Firstenergy Corp. | 0.00% | 4 | $159 | No change |
| MTTR Matterport Inc. | 0.00% | 30 | $142 | No change |
| RIG Transocean Ltd. | 0.00% | 36 | $135 | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.00% | 2 | $51 | Reduce -83.3% |
| GTX Garrett Motion Inc. | 0.00% | 5 | $45 | New |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 1 | $29 | No change |
| IAF Abrdn Australia Equity FD Inc. | 0.00% | 6 | $25 | New |
| BWZ State Street SPDR Bloomberg | 0.00% | 1 | $25 | No change |
| TDOC Teladoc Health Inc. | 0.00% | 2 | $18 | No change |
| CODA Coda Octopus Group Inc. | 0.00% | 1 | $8 | No change |
| PGEN Precigen Inc. | 0.00% | 3 | $3 | No change |