| MSFT Microsoft Corp. | 5.83% | 633,520 | $328.1M | Reduce -2.9% |
| NVDA Nvidia Corp. | 5.28% | 1,593,820 | $297.4M | Reduce -3.5% |
| AAPL Apple Inc. | 4.89% | 1,081,376 | $275.4M | Reduce -2.1% |
| GVI iShares Intermediate Governm | 4.57% | 2,393,617 | $257.2M | Add +0.7% |
| AVGO Broadcom Inc. | 3.35% | 571,789 | $188.6M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 3.30% | 764,235 | $185.8M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 2.77% | 709,536 | $155.8M | Add +0.9% |
| VEA Vanguard Ftse Developed ETF | 2.50% | 2,345,531 | $140.5M | Add +6.1% |
| JPM JPMorgan Chase & Co. | 2.45% | 436,426 | $137.7M | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.30% | 193,989 | $129.2M | Reduce -2.6% |
| V Visa Inc. Class A | 2.03% | 334,114 | $114.1M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 2.00% | 152,916 | $112.3M | Add +2.3% |
| WMT Walmart Inc. | 1.94% | 1,058,954 | $109.1M | Reduce -11.2% |
| IVV iShares Core S&P 500 ETF | 1.79% | 150,509 | $100.7M | Add +9.7% |
| IQLT iShares MSCI International Q | 1.78% | 2,266,349 | $100.1M | Add +4.2% |
| LLY Eli Lilly & Co. | 1.75% | 128,838 | $98.3M | Add +4.2% |
| ORCL Oracle Corp. | 1.74% | 349,123 | $98.2M | Reduce -2.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.61% | 1,345,182 | $90.8M | Add +23.4% |
| ABBV Abbvie Inc. | 1.55% | 377,988 | $87.5M | Add +0.4% |
| XOM Exxon Mobil Corp. | 1.37% | 684,878 | $77.2M | Reduce -4.2% |
| JIRE JPMorgan Int Res Enh Eqty | 1.33% | 1,018,563 | $74.9M | Add +78.0% |
| NFLX Netflix Inc. | 1.31% | 61,719 | $74.0M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.25% | 1,363,159 | $70.3M | Add +1.2% |
| ETN Eaton Corp. PLC | 1.24% | 186,447 | $69.8M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 1.12% | 833,085 | $62.9M | Reduce -8.0% |
| QUAL iShares MSCI USA Quality Fac | 1.10% | 318,985 | $62.0M | Add +1.8% |
| EMR Emerson Electric Co. | 1.08% | 462,158 | $60.6M | Add +1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.02% | 76 | $57.3M | No change |
| PG The Procter & Gamble Co. | 0.98% | 360,386 | $55.4M | Add +0.7% |
| BLK BlackRock Inc. | 0.98% | 47,466 | $55.3M | Reduce -4.0% |
| AXP American Express Co. | 0.92% | 155,684 | $51.7M | Reduce -8.6% |
| PANW Palo Alto Networks Inc. | 0.91% | 251,076 | $51.1M | Add +0.7% |
| ECL Ecolab Inc. | 0.90% | 184,753 | $50.6M | Reduce -3.7% |
| NOW ServiceNow Inc. | 0.81% | 49,718 | $45.8M | Reduce -8.2% |
| PNC PNC Financial Services Group | 0.80% | 225,232 | $45.3M | Reduce -2.7% |
| WM Waste Management Inc. | 0.79% | 202,291 | $44.7M | Add +0.8% |
| MCD McDonald's Corp. | 0.79% | 145,589 | $44.2M | Add +0.6% |
| AEP American Electric Power | 0.78% | 390,466 | $43.9M | Add +0.9% |
| ABT Abbott Laboratories | 0.78% | 327,763 | $43.9M | Add +1.6% |
| PLD Prologis Inc. | 0.73% | 361,148 | $41.4M | Add +0.3% |
| ADI Analog Devices Inc. | 0.71% | 161,822 | $39.8M | Add +0.2% |
| DHR Danaher Corp. | 0.67% | 190,640 | $37.8M | Add +2.2% |
| PH Parker Hannifin Corp. | 0.67% | 49,634 | $37.6M | Add +0.9% |
| ANET Arista Networks Inc. | 0.66% | 256,244 | $37.3M | Add +2.5% |
| HD Home Depot Inc. | 0.65% | 90,635 | $36.7M | Reduce -7.0% |
| LOW Lowe's Cos Inc. | 0.63% | 139,996 | $35.2M | Add +0.5% |
| LIN Linde PLC | 0.62% | 73,106 | $34.7M | Reduce -7.0% |
| ICE Intercontinental Exchange Inc. | 0.61% | 203,731 | $34.3M | Add +14.6% |
| KLAC KLA Corp. | 0.56% | 29,342 | $31.6M | Add +9.1% |
| BSX Boston Scientific Corp. | 0.51% | 293,178 | $28.6M | Add +9.2% |
| EBC Eastern Bankshares Inc. | 0.50% | 1,547,906 | $28.1M | Add +6.2% |
| AMT American Tower Corp. | 0.48% | 139,091 | $26.7M | Add +69.6% |
| ESGD iShares Trust iShares ESG Aw | 0.47% | 282,738 | $26.3M | Reduce -7.0% |
| VLTO Veralto Corp. | 0.46% | 244,202 | $26.0M | Add +2.2% |
| ADP Automatic Data Processing | 0.45% | 87,191 | $25.6M | Add +0.1% |
| SPGI S&P Global Inc. | 0.45% | 52,007 | $25.3M | Add +0.6% |
| SYY Sysco Corp. | 0.41% | 281,953 | $23.2M | Add +33.7% |
| AMAT Applied Materials Inc. | 0.41% | 111,912 | $22.9M | Reduce -0.8% |
| HIG Hartford Insurance Group Inc. | 0.40% | 168,612 | $22.5M | Add +4.6% |
| VIGI Vanguard Int Div App Indx FD | 0.39% | 244,140 | $21.9M | Reduce -7.9% |
| ORLY O'reilly Automotive Inc. | 0.37% | 193,416 | $20.9M | Reduce -16.3% |
| KMI Kinder Morgan Inc. | 0.36% | 711,343 | $20.1M | Add +223.5% |
| PEP Pepsico Inc. | 0.35% | 141,818 | $19.9M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.34% | 20,698 | $19.2M | Reduce -5.6% |
| MRK Merck & Co. Inc. | 0.33% | 223,610 | $18.8M | Reduce -17.6% |
| CBT Cabot Corp. | 0.32% | 238,845 | $18.2M | Reduce -3.4% |
| PHM Pultegroup Inc. | 0.32% | 137,407 | $18.2M | Add +0.5% |
| APD Air Products & Chemicals Inc. | 0.32% | 66,255 | $18.1M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 116,420 | $16.8M | Reduce -6.8% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 268,975 | $16.8M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.29% | 67,183 | $16.4M | Reduce -2.4% |
| IQV Iqvia Holdings Inc. | 0.29% | 85,223 | $16.2M | Add +49.5% |
| TCAF T Rowe PRC Cap Appreciation | 0.28% | 418,955 | $15.8M | Add +5.4% |
| MAR Marriott International Class A | 0.27% | 57,881 | $15.1M | Reduce -0.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.27% | 345,194 | $15.0M | Add +119.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 29,455 | $14.8M | Reduce -1.1% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.24% | 313,920 | $13.8M | Reduce -2.5% |
| RTX RTX Corp. | 0.24% | 79,799 | $13.4M | Add +108.2% |
| RPRX Royalty Pharma PLC Class A | 0.23% | 371,255 | $13.1M | Add +1368.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.23% | 293,304 | $12.9M | Reduce -3.7% |
| VRSK Verisk Analytics Inc. | 0.21% | 48,106 | $12.1M | Add +2.3% |
| JNJ Johnson & Johnson | 0.21% | 65,185 | $12.1M | Reduce -3.1% |
| ATO Atmos Energy Corp. | 0.21% | 70,055 | $12.0M | Add +26.8% |
| KO The Coca-Cola Co. | 0.20% | 167,040 | $11.1M | Add +0.2% |
| VZ Verizon Communications Inc. | 0.19% | 249,324 | $11.0M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 33,384 | $11.0M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 0.19% | 17,851 | $10.9M | Add +118.4% |
| CVX Chevron Corp. | 0.18% | 65,775 | $10.2M | Reduce -44.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 33,842 | $9.5M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 130,599 | $8.5M | Reduce -1.8% |
| TDG Transdigm Group Inc. | 0.15% | 6,198 | $8.2M | Add +7846.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 13,508 | $8.1M | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 139,591 | $8.0M | Add +2.6% |
| EQIX Equinix Inc. | 0.14% | 10,030 | $7.9M | Reduce -54.1% |
| USB US Bancorp | 0.14% | 162,384 | $7.8M | Reduce -1.8% |
| COP Conocophillips | 0.13% | 79,295 | $7.5M | Reduce -43.4% |
| ACN Accenture PLC Class A | 0.13% | 29,571 | $7.3M | Reduce -6.9% |
| IWD iShares Russell 1000 Value E | 0.12% | 33,152 | $6.7M | Add +1.8% |
| CAT Caterpillar Inc. | 0.12% | 14,144 | $6.7M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 0.11% | 10,990 | $6.3M | Reduce -14.3% |
| HON Honeywell International Inc. | 0.11% | 29,165 | $6.1M | Reduce -51.4% |
| UNP Union Pacific Corp. | 0.10% | 24,420 | $5.8M | Reduce -3.5% |
| APH Amphenol Corp. Class A | 0.10% | 45,584 | $5.6M | Add +5378.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 91,268 | $5.1M | Add +1.7% |
| STT State Street Corp. | 0.08% | 40,512 | $4.7M | Reduce -1.8% |
| UL Unilever PLC | 0.08% | 77,566 | $4.6M | Reduce -0.7% |
| AMD Advanced Micro Devices | 0.08% | 27,781 | $4.5M | Reduce -11.8% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 35,234 | $4.3M | Reduce -5.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.07% | 59,780 | $3.9M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.07% | 11,078 | $3.8M | Reduce -44.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.07% | 12,312 | $3.8M | Add +1737.6% |
| J Jacobs Solutions Inc. | 0.07% | 25,392 | $3.8M | Reduce -74.2% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 45,236 | $3.6M | Reduce -0.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.06% | 33,824 | $3.6M | Reduce -9.2% |
| IWM iShares Russell 2000 ETF | 0.06% | 14,659 | $3.5M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 7,079 | $3.4M | Reduce -8.9% |
| GTLS Chart Industries Inc. | 0.06% | 17,080 | $3.4M | Reduce -81.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 29,563 | $3.4M | Reduce -0.7% |
| ROL Rollins Inc. | 0.06% | 57,214 | $3.4M | Add +17.0% |
| PGR Progressive Corp. | 0.06% | 13,375 | $3.3M | Reduce -10.8% |
| ZTS Zoetis Inc. | 0.06% | 21,975 | $3.2M | Reduce -9.1% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 10,581 | $3.2M | Add +2.4% |
| MDY State Street SPDR S&P Midcap | 0.06% | 5,335 | $3.2M | Reduce -1.9% |
| CWI State Street SPDR MSCI Acwi | 0.06% | 90,567 | $3.2M | Reduce -5.5% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 32,499 | $3.1M | Reduce -0.3% |
| XYL Xylem Inc. | 0.05% | 20,931 | $3.1M | Reduce -1.0% |
| BA The Boeing Co. | 0.05% | 13,599 | $2.9M | Add +8.0% |
| IEF iShares 7-10 Year Treasury B | 0.05% | 29,367 | $2.8M | Reduce -21.5% |
| T AT&T Inc. | 0.05% | 94,756 | $2.7M | Reduce -4.1% |
| PFE Pfizer Inc. | 0.05% | 100,606 | $2.6M | Add +9.5% |
| FLCV Fed Hermes Large Cap Value | 0.05% | 83,174 | $2.5M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 92,108 | $2.5M | Reduce -21.6% |
| EFA iShares MSCI Eafe ETF | 0.04% | 26,030 | $2.4M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.04% | 8,537 | $2.4M | Reduce -1.4% |
| IAU iShares Gold Trust | 0.04% | 32,965 | $2.4M | Reduce -6.0% |
| CTRA Coterra Energy Inc. | 0.04% | 98,552 | $2.3M | No change |
| NOBL Proshares S&P 500 Dividend A | 0.04% | 22,006 | $2.3M | Reduce -3.1% |
| DFLV Dim US Large Cap Value ETF | 0.04% | 67,619 | $2.2M | Reduce -9.8% |
| DE Deere & Co. | 0.04% | 4,803 | $2.2M | Add +1.4% |
| BND Vanguard Total Bond Market | 0.04% | 29,410 | $2.2M | Reduce -1.2% |
| ADSK Autodesk Inc. | 0.04% | 6,844 | $2.2M | Reduce -1.4% |
| CRM Salesforce Inc. | 0.04% | 9,145 | $2.2M | Reduce -52.7% |
| SPIB SS SPDR P Int C Corp. ETF | 0.04% | 61,728 | $2.1M | Reduce -50.6% |
| CSCO Cisco Systems Inc. | 0.04% | 30,477 | $2.1M | Reduce -7.0% |
| ITW Illinois Tool Works | 0.04% | 7,845 | $2.0M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 17,782 | $2.0M | Reduce -23.2% |
| MDT Medtronic PLC | 0.04% | 20,879 | $2.0M | Reduce -1.9% |
| COLL Collegium Pharmaceutical Inc. | 0.03% | 54,843 | $1.9M | Add +487.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.03% | 20,204 | $1.9M | Reduce -0.9% |
| XCEM Columbia Em Core Ex-China | 0.03% | 50,942 | $1.9M | Reduce -5.2% |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 33,928 | $1.8M | Add +1.7% |
| CSX CSX Corp. | 0.03% | 49,841 | $1.8M | Reduce -0.1% |
| MMM 3M Co. | 0.03% | 11,337 | $1.8M | Reduce -2.2% |
| BX Blackstone Inc. | 0.03% | 9,946 | $1.7M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 0.03% | 17,185 | $1.7M | Add +2.5% |
| GLD SPDR Gold Shares | 0.03% | 4,736 | $1.7M | Reduce -0.1% |
| ISRG Intuitive Surgical Inc. | 0.03% | 3,735 | $1.7M | Reduce -31.8% |
| VERA Vera Therapeutics Inc. | 0.03% | 56,050 | $1.6M | No change |
| CB Chubb Ltd. | 0.03% | 5,717 | $1.6M | Reduce -5.8% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 7,464 | $1.6M | Reduce -3.5% |
| GEV GE Vernova Inc. | 0.03% | 2,572 | $1.6M | Add +2.4% |
| DGS Wisdomtree Em Small Cap | 0.03% | 27,678 | $1.6M | Reduce -4.7% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 12,572 | $1.5M | Add +4.8% |
| INDB Independent Bank Corp. | 0.03% | 21,458 | $1.5M | Reduce -1.8% |
| ADBE Adobe Inc. | 0.03% | 4,190 | $1.5M | Reduce -4.9% |
| QCOM Qualcomm Inc. | 0.03% | 8,775 | $1.5M | Add +4.5% |
| MYI BlackRock Muniyield QLTY III | 0.03% | 131,231 | $1.5M | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 32,239 | $1.5M | Reduce -0.4% |
| ROST Ross Stores Inc. | 0.03% | 9,500 | $1.4M | No change |
| DGRO iShares Core Dividend Growth | 0.03% | 21,020 | $1.4M | Reduce -19.4% |
| AMGN Amgen Inc. | 0.03% | 5,064 | $1.4M | Reduce -22.3% |
| SYK Stryker Corp. | 0.03% | 3,808 | $1.4M | Add +2.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 6,809 | $1.3M | Add +7.5% |
| SO The Southern Co. | 0.02% | 14,009 | $1.3M | Add +84.6% |
| MS Morgan Stanley | 0.02% | 8,276 | $1.3M | Reduce -4.2% |
| YUM Yum! Brands Inc. | 0.02% | 8,222 | $1.2M | Reduce -1.2% |
| WFC Wells Fargo & Co. | 0.02% | 14,740 | $1.2M | Add +12.2% |
| GS Goldman Sachs Group Inc. | 0.02% | 1,540 | $1.2M | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 4,191 | $1.2M | Add +0.2% |
| TSLA Tesla Inc. | 0.02% | 2,584 | $1.1M | Reduce -84.8% |
| GGN Gamco GLBL Gold NTRL Res Inc. | 0.02% | 220,550 | $1.1M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 15,916 | $1.1M | New |
| SNPS Synopsys Inc. | 0.02% | 2,255 | $1.1M | Reduce -3.0% |
| EMN Eastman Chemical Co. | 0.02% | 17,501 | $1.1M | Reduce -2.8% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 8,576 | $1.1M | Reduce -10.2% |
| SHOP Shopify Inc. Class A | 0.02% | 7,295 | $1.1M | Add +37.8% |
| WSO Watsco Inc. | 0.02% | 2,645 | $1.1M | Add +0.8% |
| SBUX Starbucks Corp. | 0.02% | 12,591 | $1.1M | Reduce -4.8% |
| TMUS T-Mobile US Inc. | 0.02% | 4,374 | $1.0M | Reduce -0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 2,065 | $1.0M | Reduce -5.3% |
| IWO iShares Russell 2000 Growth | 0.02% | 3,162 | $1.0M | Reduce -3.7% |
| GPC Genuine Parts Co. | 0.02% | 7,288 | $1.0M | Reduce -3.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 18,707 | $992K | Reduce -48.3% |
| CARR Carrier Global Corp. | 0.02% | 16,481 | $984K | Reduce -0.3% |
| INTC Intel Corp. | 0.02% | 29,014 | $973K | Reduce -2.4% |
| HWM Howmet Aerospace Inc. | 0.02% | 4,930 | $967K | Reduce -2.8% |
| ES Eversource Energy | 0.02% | 13,285 | $945K | Reduce -6.8% |
| DVY iShares Select Dividend ETF | 0.02% | 6,521 | $927K | No change |
| CTAS Cintas Corp. | 0.02% | 4,468 | $917K | No change |
| DRI Darden Restaurants Inc. | 0.02% | 4,793 | $912K | Reduce -14.8% |
| KMB Kimberly-Clark Corp. | 0.02% | 7,314 | $909K | Reduce -28.2% |
| MO Altria Group Inc. | 0.02% | 13,720 | $906K | No change |
| AFL Aflac Inc. | 0.02% | 8,080 | $903K | No change |
| GIS General Mills Inc. | 0.02% | 17,849 | $900K | Reduce -6.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 11,506 | $845K | No change |
| ALL Allstate Corp. | 0.01% | 3,858 | $828K | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 0.01% | 3,994 | $825K | Reduce -4.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 9,314 | $813K | Reduce -10.7% |
| VRT Vertiv Holdings Co. Class A | 0.01% | 5,330 | $804K | Reduce -4.5% |
| TRV The Travelers Cos Inc. | 0.01% | 2,848 | $795K | Add +7.1% |
| CHD Church & Dwight Co. Inc. | 0.01% | 8,978 | $787K | Add +3.6% |
| WEC WEC Energy Group Inc. | 0.01% | 6,764 | $775K | Reduce -2.9% |
| VXUS Vanguard Total Intl Stock | 0.01% | 10,500 | $771K | Add +263.7% |
| IWB iShares Russell 1000 ETF | 0.01% | 2,109 | $771K | Reduce -1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 9,490 | $759K | No change |
| MSI Motorola Solutions Inc. | 0.01% | 1,630 | $745K | Add +2.5% |
| IGM iShares Expanded Tech Sector | 0.01% | 5,906 | $744K | Reduce -2.9% |
| INTU Intuit Inc. | 0.01% | 1,077 | $735K | Reduce -3.7% |
| TLH iShares 10-20 Year Treasury | 0.01% | 6,970 | $718K | Reduce -11.8% |
| DUK Duke Energy Corp. | 0.01% | 5,725 | $708K | Reduce -2.7% |
| A Agilent Technologies Inc. | 0.01% | 5,470 | $702K | Reduce -90.7% |
| BP BP PLC-Spons ADR | 0.01% | 19,715 | $679K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 7,372 | $674K | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.01% | 3,658 | $672K | Add +2.0% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 4,613 | $672K | Reduce -5.2% |
| LRCX Lam Research Corp. | 0.01% | 4,990 | $668K | Reduce -5.0% |
| GRMN Garmin Ltd. | 0.01% | 2,700 | $665K | Reduce -10.0% |
| CVS CVS Health Corp. | 0.01% | 8,791 | $663K | Reduce -11.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 1,350 | $647K | Reduce -1.2% |
| AMP Ameriprise Financial Inc. | 0.01% | 1,317 | $647K | Add +4.5% |
| SNA Snap-on Inc. | 0.01% | 1,867 | $647K | Add +13.2% |
| RSG Republic Services Inc. | 0.01% | 2,800 | $643K | Reduce -4.3% |
| VXF Vanguard Extended Market ETF | 0.01% | 3,059 | $640K | Add +59.2% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 3,510 | $640K | Add +5.0% |
| BKR Baker Hughes Co. | 0.01% | 13,000 | $633K | Reduce -1.4% |
| IWF iShares Russell 1000 Growth | 0.01% | 1,323 | $620K | Reduce -1.6% |
| NSC Norfolk Southern Corp. | 0.01% | 2,052 | $616K | Add +10.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 2,077 | $610K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 811 | $606K | Reduce -2.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 1,291 | $599K | Add +4.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 613 | $593K | Reduce -16.3% |
| D Dominion Energy Inc. | 0.01% | 9,697 | $593K | Add +2.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 47,196 | $564K | Add +315.4% |
| PM Philip Morris International | 0.01% | 3,365 | $546K | Reduce -1.7% |
| NOC Northrop Grumman Corp. | 0.01% | 888 | $541K | Reduce -5.5% |
| CLX Clorox Company | 0.01% | 4,362 | $538K | No change |
| PPG PPG Industries Inc. | 0.01% | 4,993 | $525K | Reduce -7.8% |
| XLY SS Consumer Disc Select Sect | 0.01% | 2,186 | $524K | Reduce -0.3% |
| PAYX Paychex Inc. | 0.01% | 4,117 | $522K | Add +26.2% |
| LFUS Littelfuse Inc. | 0.01% | 1,999 | $518K | No change |
| VGSH Vanguard Short-Term Treasury | 0.01% | 8,460 | $498K | Add +0.0% |
| MNST Monster Beverage Corp. | 0.01% | 7,306 | $492K | No change |
| SHEL Shell PLC-ADR | 0.01% | 6,841 | $489K | No change |
| MRSH Marsh & McLennan Cos | 0.01% | 2,395 | $483K | Add +12.7% |
| FSLR First Solar Inc. | 0.01% | 2,165 | $477K | Reduce -31.3% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 1,548 | $473K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 4,200 | $468K | Reduce -31.4% |
| FCX Freeport-McMoran Inc. | 0.01% | 11,871 | $466K | Add +5.7% |
| XLC SS Comm Select Sector SPDR | 0.01% | 3,859 | $457K | Reduce -2.9% |
| DD Dupont DE Nemours Inc. | 0.01% | 5,831 | $454K | No change |
| K Kellanova | 0.01% | 5,500 | $451K | Add +3.8% |
| PSA Public Storage | 0.01% | 1,530 | $442K | No change |
| SSO Proshares Ultra S&P500 | 0.01% | 3,937 | $441K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 14,042 | $441K | Add +1.1% |
| BSCW Invesco Bulletshares 2032 CB | 0.01% | 20,945 | $437K | Reduce -32.4% |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 2,594 | $437K | No change |
| GLW Corning Inc. | 0.01% | 5,220 | $428K | Add +18.3% |
| CSL Carlisle Cos Inc. | 0.01% | 1,300 | $428K | No change |
| BR Broadridge Financial Solutio | 0.01% | 1,791 | $427K | No change |
| CL Colgate-Palmolive Co. | 0.01% | 5,290 | $423K | Add +0.3% |
| HSY The Hershey Co. | 0.01% | 2,240 | $419K | No change |
| DLR Digital Realty Trust Inc. | 0.01% | 2,400 | $415K | Reduce -35.4% |
| DCI Donaldson Co. Inc. | 0.01% | 5,013 | $410K | Reduce -10.3% |
| NKE Nike Inc. Class B | 0.01% | 5,882 | $410K | Add +4.3% |
| DELL Dell Technologies -C | 0.01% | 2,891 | $410K | Add +3.5% |
| AVAV Aerovironment Inc. | 0.01% | 1,293 | $407K | New |
| IEMG iShares Core MSCI Emerging | 0.01% | 6,121 | $403K | Add +30.6% |
| ZS Zscaler Inc. | 0.01% | 1,345 | $403K | Add +59.2% |
| MUB iShares National Muni Bond E | 0.01% | 3,713 | $395K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.01% | 19,094 | $395K | Reduce -36.9% |
| PEG Public Service Enterprise GP | 0.01% | 4,705 | $393K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 412 | $393K | No change |
| ED Consolidated Edison Inc. | 0.01% | 3,901 | $392K | Reduce -5.0% |
| ENB Enbridge Inc. | 0.01% | 7,757 | $391K | No change |
| ET Energy Transfer LP | 0.01% | 22,440 | $385K | Add +2.3% |
| ACWV iShares MSCI Global Min Vol | 0.01% | 3,172 | $380K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 2,019 | $378K | Reduce -5.3% |
| MRNA Moderna Inc. | 0.01% | 14,578 | $377K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.01% | 18,295 | $376K | Reduce -35.1% |
| XEL Xcel Energy Inc. | 0.01% | 4,640 | $374K | Reduce -28.9% |
| MPC Marathon Petroleum Corp. | 0.01% | 1,933 | $373K | Reduce -29.0% |
| MCK McKesson Corp. | 0.01% | 479 | $370K | Add +44.3% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 1,132 | $366K | No change |
| QID Proshares Ultrashort QQQ | 0.01% | 16,775 | $361K | Add +232.2% |
| CMI Cummins Inc. | 0.01% | 850 | $359K | Reduce -10.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 3,580 | $353K | Add +1.1% |
| XLE SS Energy Select Sector | 0.01% | 3,938 | $352K | Reduce -23.4% |
| AWK American Water Works Co. Inc. | 0.01% | 2,500 | $348K | No change |
| ROK Rockwell Automation Inc. | 0.01% | 990 | $346K | No change |
| XLV SS Health Care Select Sector | 0.01% | 2,479 | $345K | Reduce -27.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.01% | 13,253 | $335K | Reduce -12.4% |
| BKNG Booking Holdings Inc. | 0.01% | 62 | $335K | Reduce -4.6% |
| VOX Vanguard Communication Servi | 0.01% | 1,748 | $328K | Add +57.8% |
| EVRG Evergy Inc. | 0.01% | 4,232 | $322K | No change |
| OSK Oshkosh Corp. | 0.01% | 2,447 | $317K | Reduce -6.1% |
| SCHX Schwab US Large-Cap ETF | 0.01% | 11,952 | $315K | No change |
| OKE Oneok Inc. | 0.01% | 4,211 | $307K | Reduce -69.3% |
| CTVA Corteva Inc. | 0.01% | 4,517 | $305K | Reduce -8.7% |
| XLF SS Financial Select Sector | 0.01% | 5,666 | $305K | Reduce -3.6% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 2,118 | $299K | Reduce -12.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 5,955 | $295K | No change |
| NRG NRG Energy Inc. | 0.01% | 1,800 | $292K | Add +20.0% |
| SLVO UBS AG Etracs SL SH Co. C ETN | 0.01% | 3,110 | $287K | No change |
| DKS Dick's Sporting Goods Inc. | 0.01% | 1,280 | $284K | No change |
| XVV iShares ESG Select Screened | 0.01% | 5,464 | $282K | Add +5.0% |
| AEE Ameren Corporation | 0.00% | 2,614 | $273K | Reduce -73.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 1,448 | $270K | Reduce -0.4% |
| EZU iShares MSCI Eurozone ETF | 0.00% | 4,331 | $268K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 484 | $265K | Reduce -17.7% |
| ON On Semiconductor | 0.00% | 5,361 | $264K | Add +6.8% |
| MET Metlife Inc. | 0.00% | 3,209 | $264K | Add +2.5% |
| VONG Vanguard Russell 1000 Growth | 0.00% | 2,191 | $264K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.00% | 5,230 | $263K | No change |
| ILCG iShares Morningstar Growth E | 0.00% | 2,490 | $260K | No change |
| AZO AutoZone Inc. | 0.00% | 60 | $257K | No change |
| UNM Unum Group | 0.00% | 3,298 | $257K | No change |
| OMC Omnicom Group | 0.00% | 3,138 | $256K | Reduce -3.7% |
| SWK Stanley Black & Decker Inc. | 0.00% | 3,432 | $255K | No change |
| VCIT Vanguard Int-Term Corporate | 0.00% | 3,014 | $254K | Add +60.3% |
| QLTA iShares Aaa - A Rated Corpor | 0.00% | 5,220 | $253K | Reduce -62.3% |
| TYG Tortoise Energy Infrastruct | 0.00% | 5,847 | $252K | Reduce -16.5% |
| TT Trane Technologies PLC | 0.00% | 597 | $252K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 4,690 | $250K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 638 | $250K | Reduce -61.0% |
| CHKP Check Point Software Tech | 0.00% | 1,190 | $246K | Reduce -0.6% |
| HL Hecla Mining Co. | 0.00% | 20,000 | $242K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 2,479 | $234K | No change |
| PSX Phillips 66 | 0.00% | 1,695 | $231K | Reduce -3.9% |
| HPE Hewlett Packard Enterprise | 0.00% | 9,360 | $230K | No change |
| COF Capital One Financial Corp. | 0.00% | 1,068 | $227K | Reduce -14.4% |
| RS Reliance Inc. | 0.00% | 808 | $227K | No change |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.00% | 2,043 | $226K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 2,225 | $223K | No change |
| HPQ HP Inc. | 0.00% | 8,000 | $218K | No change |
| VTR Ventas Inc. | 0.00% | 3,108 | $218K | No change |
| WTRG Essential Utilities Inc. | 0.00% | 5,317 | $212K | Add +7.4% |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 1,477 | $210K | Add +29.7% |
| CECO Ceco Environmental Corp. | 0.00% | 4,000 | $205K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 1,950 | $204K | No change |
| OGE Oge Energy Corp. | 0.00% | 4,344 | $201K | Reduce -8.4% |
| INGR Ingredion Inc. | 0.00% | 1,644 | $201K | Add +13.4% |
| TFC Truist Financial Corp. | 0.00% | 4,350 | $199K | Reduce -0.2% |
| UBSI United Bankshares Inc. | 0.00% | 5,337 | $199K | No change |
| IWY iShares Russell Top 200 Grow | 0.00% | 716 | $196K | New |
| CINF Cincinnati Financial Corp. | 0.00% | 1,236 | $195K | No change |
| TEL Te Connectivity PLC | 0.00% | 885 | $194K | No change |
| AGI Alamos Gold Inc. Class A | 0.00% | 5,549 | $193K | No change |
| NUE Nucor Corp. | 0.00% | 1,418 | $192K | Reduce -20.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.00% | 9,741 | $191K | Reduce -51.3% |
| TRP TC Energy Corp. | 0.00% | 3,500 | $190K | No change |
| DOV Dover Corp. | 0.00% | 1,132 | $189K | No change |
| SCHW Schwab (charles) Corp. | 0.00% | 1,967 | $188K | Add +16.5% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.00% | 3,411 | $187K | No change |
| PPL PPL Corp. | 0.00% | 5,011 | $186K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 1,300 | $186K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.00% | 9,407 | $185K | Reduce -57.5% |
| C Citigroup Inc. | 0.00% | 1,822 | $185K | Add +31.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 1,302 | $184K | No change |
| FDX FedEx Corp. | 0.00% | 771 | $182K | Add +2.0% |
| COR Cencora Inc. | 0.00% | 578 | $181K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 1,261 | $176K | Add +91.1% |
| IWX iShares Russell Top 200 Valu | 0.00% | 1,993 | $175K | New |
| DCO Ducommun Inc. | 0.00% | 1,800 | $173K | No change |
| CEG Constellation Energy | 0.00% | 525 | $173K | Reduce -3.3% |
| DOW Dow Inc. | 0.00% | 7,499 | $172K | No change |
| HUBB Hubbell Inc. | 0.00% | 396 | $170K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 6,000 | $170K | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 1,691 | $170K | Reduce -44.5% |
| UPS United Parcel Service Class B | 0.00% | 2,028 | $169K | Reduce -42.5% |
| NEM Newmont Corp. | 0.00% | 1,997 | $168K | No change |
| NXPI NXP Semiconductors NV | 0.00% | 735 | $167K | Add +25.6% |
| WTM White Mountains Insurance GP | 0.00% | 100 | $167K | No change |
| AKRO Akero Therapeutics Inc. | 0.00% | 3,500 | $166K | No change |
| TGT Target Corp. | 0.00% | 1,841 | $165K | Reduce -1.2% |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 1,392 | $165K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 1,721 | $164K | Reduce -0.8% |
| WBD Warner Bros Discovery Inc. | 0.00% | 8,377 | $164K | Reduce -0.9% |
| BBEU JPMorgan Betabuilders Europe | 0.00% | 2,350 | $164K | New |
| WOR Worthington Enterprises Inc. | 0.00% | 2,922 | $162K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 631 | $160K | No change |
| MU Micron Technology Inc. | 0.00% | 951 | $159K | No change |
| GEHC GE Healthcare Technology | 0.00% | 2,102 | $158K | Add +4.2% |
| ENPH Enphase Energy Inc. | 0.00% | 4,425 | $157K | Reduce -44.2% |
| IAI iShares U.S. Broker-Dealers | 0.00% | 880 | $156K | No change |
| MTSI Macom Technology Solutions H | 0.00% | 1,225 | $153K | No change |
| PII Polaris Inc. | 0.00% | 2,600 | $151K | No change |
| BSCU Invesco Bulletshares 2030 CB | 0.00% | 8,810 | $149K | Reduce -64.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.00% | 6,309 | $149K | Reduce -18.1% |
| BIP Brookfield Infrastructure Pa | 0.00% | 4,499 | $148K | No change |
| PODD Insulet Corp. | 0.00% | 470 | $145K | Reduce -11.0% |
| IDA Idacorp Inc. | 0.00% | 1,086 | $144K | Add +26.4% |
| OKLO Oklo Inc. | 0.00% | 1,285 | $143K | New |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.00% | 11,009 | $143K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 2,099 | $141K | Add +15.2% |
| MCO Moody's Corp. | 0.00% | 295 | $141K | No change |
| AON Aon PLC Class A | 0.00% | 394 | $140K | Add +12.3% |
| FEZ State Street SPDR Euro Stoxx | 0.00% | 2,247 | $140K | Add +18.4% |
| RWX State Street SPDR Dow Jones | 0.00% | 5,000 | $139K | No change |
| GEN Gen Digital Inc. | 0.00% | 4,881 | $139K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 274 | $137K | Reduce -78.0% |
| CWB SS SPDR BB Conv Sec ETF | 0.00% | 1,500 | $136K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 498 | $135K | Reduce -7.4% |
| ETR Entergy Corp. | 0.00% | 1,447 | $135K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.00% | 7,149 | $134K | Reduce -58.1% |
| XLB SS Materials Select Sector | 0.00% | 1,500 | $134K | No change |
| NTAP Netapp Inc. | 0.00% | 1,127 | $134K | Add +28.1% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.00% | 13,000 | $132K | Add +18.2% |
| BSCV Invesco Bulletshares 2031 CB | 0.00% | 7,887 | $132K | Reduce -64.8% |
| AOSL Alpha & Omega Semiconductor | 0.00% | 4,676 | $131K | No change |
| SAP Sap SE-Sponsored ADR | 0.00% | 485 | $130K | Add +12.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 1,666 | $128K | Add +6.5% |
| HAL Halliburton Co. | 0.00% | 5,183 | $128K | Add +43.3% |
| GH Guardant Health Inc. | 0.00% | 2,021 | $126K | New |
| CR Crane Co. | 0.00% | 684 | $126K | Add +2037.5% |
| PWB Invesco Large Cap Growth ETF | 0.00% | 1,000 | $125K | No change |
| EWC iShares MSCI Canada ETF | 0.00% | 2,477 | $125K | No change |
| TPL Texas Pacific Land Corp. | 0.00% | 134 | $125K | Add +7.2% |
| MAS Masco Corp. | 0.00% | 1,764 | $124K | No change |
| EOG EOG Resources Inc. | 0.00% | 1,102 | $124K | Add +62.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 1,608 | $123K | No change |
| PCAR Paccar Inc. | 0.00% | 1,252 | $123K | New |
| KIE SS SPDR S&P Insurance ETF | 0.00% | 2,075 | $123K | No change |
| ALLE Allegion PLC | 0.00% | 684 | $121K | Add +8.6% |
| PKG Packaging Corp. of America | 0.00% | 555 | $121K | Add +11.0% |
| GOF Guggenheim Strategic Opport | 0.00% | 8,073 | $121K | Add +98.2% |
| BAX Baxter International Inc. | 0.00% | 5,300 | $121K | Add +15.2% |
| BIIB Biogen Inc. | 0.00% | 856 | $120K | No change |
| HGER Harbor Commodity All Weather | 0.00% | 4,637 | $120K | Add +35.1% |
| SCHO Schwab Short-Term US Treas | 0.00% | 4,857 | $119K | No change |
| TSCO Tractor Supply Company | 0.00% | 2,077 | $118K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 1,930 | $116K | No change |
| TOWN Towne Bank | 0.00% | 3,320 | $115K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 2,287 | $115K | No change |
| GCOW Pacer Global Cash Cows Divid | 0.00% | 2,875 | $114K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 2,300 | $113K | Reduce -28.2% |
| BANK MONTREAL MEDIUM | 0.00% | 128,798 | $112K | New |
| PWV Invesco Large Cap Value ETF | 0.00% | 1,710 | $112K | No change |
| FDN First Trust DJ Internet Ind | 0.00% | 398 | $111K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 1,431 | $111K | Add +1.2% |
| OXY Occidental Petroleum Corp. | 0.00% | 2,327 | $110K | No change |
| SNOW Snowflake Inc. | 0.00% | 480 | $108K | Add +7900.0% |
| MCHP Microchip Technology Inc. | 0.00% | 1,675 | $108K | No change |
| GAM General American Investors | 0.00% | 1,723 | $107K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.00% | 2,635 | $107K | Reduce -83.2% |
| SHW The Sherwin-Williams Co. | 0.00% | 305 | $106K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 870 | $104K | Reduce -27.3% |
| TD Toronto-Dominion Bank | 0.00% | 1,294 | $103K | Add +282.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 926 | $101K | No change |
| CSW CSW Industrials Inc. | 0.00% | 415 | $101K | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.00% | 666 | $101K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 2,297 | $99K | No change |
| FAST Fastenal Co. | 0.00% | 1,969 | $97K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 825 | $92K | No change |
| ITOT iShares Core S&P Total U.S. | 0.00% | 612 | $89K | No change |
| WELL Welltower Inc. | 0.00% | 500 | $89K | Add +25.9% |
| MUNI PIMCO Intermediate Municipal | 0.00% | 1,700 | $89K | No change |
| CAH Cardinal Health Inc. | 0.00% | 566 | $89K | Add +146.1% |
| WS Worthington Steel Inc. | 0.00% | 2,922 | $89K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 1,000 | $89K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 296 | $88K | No change |
| IWN iShares Russell 2000 Value E | 0.00% | 489 | $86K | Reduce -28.6% |
| KKR KKR & Co. Inc. | 0.00% | 662 | $86K | No change |
| AME Ametek Inc. | 0.00% | 455 | $86K | Add +2.0% |
| SOLV Solventum Corp. | 0.00% | 1,146 | $84K | Reduce -5.0% |
| UNF Unifirst Corp. | 0.00% | 499 | $83K | No change |
| OEF iShares S&P 100 ETF | 0.00% | 249 | $83K | Reduce -3.5% |
| EPD Enterprise Products Partners | 0.00% | 2,650 | $83K | Add +23.3% |
| NGD New Gold Inc. | 0.00% | 11,500 | $83K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.00% | 1,500 | $82K | Reduce -35.9% |
| HLI Houlihan Lokey Inc. | 0.00% | 400 | $82K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 315 | $82K | Reduce -40.5% |
| AMLP Alerian MLP ETF | 0.00% | 1,720 | $81K | No change |
| EMLP First Trust North American E | 0.00% | 2,080 | $80K | No change |
| IDV iShares International Select | 0.00% | 2,164 | $79K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 1,811 | $78K | Add +76.2% |
| MLM Martin Marietta Materials | 0.00% | 124 | $78K | No change |
| NI Nisource Inc. | 0.00% | 1,786 | $77K | Reduce -17.4% |
| TMP Tompkins Financial Corp. | 0.00% | 1,168 | $77K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 1,160 | $77K | Reduce -12.0% |
| PWR Quanta Services Inc. | 0.00% | 184 | $76K | No change |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.00% | 756 | $76K | Reduce -10.5% |
| NTRS Northern Trust Corp. | 0.00% | 562 | $76K | No change |
| APP AppLovin Corp. Class A | 0.00% | 105 | $75K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 1,392 | $75K | No change |
| DIAX Nuveen Dow 30 Dynamic Overwr | 0.00% | 5,038 | $75K | No change |
| CI The Cigna Group | 0.00% | 260 | $75K | Reduce -62.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 735 | $75K | No change |
| PRU Prudential Financial Inc. | 0.00% | 716 | $74K | Reduce -45.2% |
| HUM Humana Inc. | 0.00% | 285 | $74K | No change |
| XLI SS Industrial Select Sector | 0.00% | 478 | $74K | Reduce -10.0% |
| FN Fabrinet | 0.00% | 200 | $73K | Reduce -20.0% |
| HIMU iShares High Yild Muni A ETF | 0.00% | 1,459 | $72K | No change |
| WST West Pharmaceutical Services | 0.00% | 273 | $72K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 984 | $72K | Add +50.9% |
| POR Portland General Electric Co. | 0.00% | 1,600 | $70K | No change |
| SKYY First Trust Cloud Computing | 0.00% | 523 | $70K | No change |
| SCHM Schwab US Mid Cap ETF | 0.00% | 2,370 | $70K | New |
| HUBS HubSpot Inc. | 0.00% | 150 | $70K | No change |
| RGR Sturm Ruger & Co. Inc. | 0.00% | 1,600 | $70K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 2,008 | $69K | Reduce -15.1% |
| VLO Valero Energy Corp. | 0.00% | 400 | $68K | New |
| PFF iShares Preferred & Income S | 0.00% | 2,150 | $68K | No change |
| TXNM TXNM Energy Inc. | 0.00% | 1,199 | $68K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 492 | $68K | Reduce -7.2% |
| ESTC Elastic NV | 0.00% | 800 | $68K | No change |
| IP International Paper Co. | 0.00% | 1,456 | $68K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.00% | 2,511 | $67K | No change |
| HDV iShares Core High Dividend E | 0.00% | 545 | $67K | No change |
| WY Weyerhaeuser Co. | 0.00% | 2,620 | $65K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 490 | $65K | No change |
| EA Electronic Arts Inc. | 0.00% | 317 | $64K | New |
| BLDR Builders Firstsource Inc. | 0.00% | 525 | $64K | New |
| PIPR Piper Sandler Cos | 0.00% | 183 | $63K | New |
| CPB The Campbell's Company | 0.00% | 2,000 | $63K | No change |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.00% | 2,293 | $63K | No change |
| HXL Hexcel Corp. | 0.00% | 1,000 | $63K | No change |
| BTZ BlackRock Credit Allocation | 0.00% | 5,670 | $63K | No change |
| PPA Invesco Aerospace & Defense | 0.00% | 400 | $62K | No change |
| WPC WP Carey Inc. | 0.00% | 919 | $62K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 465 | $60K | No change |
| L Loews Corp. | 0.00% | 600 | $60K | No change |
| PDI PIMCO Dynamic Income Fund | 0.00% | 3,000 | $59K | Add +0.0% |
| CSQ Calamos Strat TTL RTRN FND | 0.00% | 3,060 | $59K | No change |
| WMB Williams Cos Inc. | 0.00% | 925 | $59K | No change |
| GNMA iShares Gnma Bond ETF | 0.00% | 1,316 | $58K | No change |
| GGG Graco Inc. | 0.00% | 675 | $57K | No change |
| GDX Vaneck Gold Miners ETF | 0.00% | 750 | $57K | No change |
| AVY Avery Dennison Corp. | 0.00% | 350 | $57K | No change |
| AGX Argan Inc. | 0.00% | 205 | $55K | New |
| ITT Itt Inc. | 0.00% | 309 | $55K | Add +54.5% |
| FCOR Fidelity Corporate Bond ETF | 0.00% | 1,140 | $55K | No change |
| RVTY Revvity Inc. | 0.00% | 623 | $55K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 625 | $55K | Reduce -1.7% |
| XRNPX Cohen & Steers REIT and Pref | 0.00% | 2,420 | $54K | New |
| LULU Lululemon Athletica Inc. | 0.00% | 305 | $54K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 382 | $53K | No change |
| PAAS Pan American Silver Corp. | 0.00% | 1,357 | $53K | No change |
| PHK PIMCO High Income Fund | 0.00% | 10,500 | $52K | Add +1400.0% |
| NUVL Nuvalent Inc. Class A | 0.00% | 604 | $52K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 174 | $52K | Add +132.0% |
| LNC Lincoln National Corp. | 0.00% | 1,280 | $52K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 622 | $52K | Reduce -63.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.00% | 500 | $51K | No change |
| BBY Best Buy Co. Inc. | 0.00% | 673 | $51K | No change |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.00% | 799 | $51K | Add +33.2% |
| PCF High Income Securities Fund | 0.00% | 8,000 | $51K | No change |
| MSCI MSCI Inc. | 0.00% | 89 | $50K | New |
| TEAM Atlassian Corp. Class A | 0.00% | 314 | $50K | No change |
| BBN BlackRock Taxable Muni BND | 0.00% | 3,000 | $50K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 652 | $50K | No change |
| EXP Eagle Materials Inc. | 0.00% | 212 | $49K | New |
| AKAM Akamai Technologies Inc. | 0.00% | 650 | $49K | No change |
| APO Apollo Global Management Inc. | 0.00% | 368 | $49K | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 500 | $48K | No change |
| WDC Western Digital Corp. | 0.00% | 400 | $48K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 799 | $48K | New |
| XAWPX Abrdn Global Premier Propert | 0.00% | 12,000 | $48K | New |
| VFH Vanguard Financials ETF | 0.00% | 363 | $48K | Reduce -45.3% |
| LECO Lincoln Electric Holdings | 0.00% | 201 | $47K | Add +109.4% |
| KBR KBR Inc. | 0.00% | 1,000 | $47K | No change |
| PFGC Performance Food Group Co. | 0.00% | 454 | $47K | New |
| CDW CDW Corp. | 0.00% | 296 | $47K | Reduce -34.8% |
| SPG Simon Property Group Inc. | 0.00% | 250 | $47K | No change |
| VTRS Viatris Inc. | 0.00% | 4,691 | $46K | Reduce -5.4% |
| RY Royal Bank of Canada | 0.00% | 313 | $46K | Reduce -60.0% |
| IBTF iShares Ibonds Dec 2025 Term | 0.00% | 1,971 | $46K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 687 | $46K | Reduce -6.8% |
| RFI Cohen & Steers Tot Ret RLTY | 0.00% | 3,779 | $46K | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.00% | 1,990 | $46K | No change |
| FRT Federal Realty Invs Trust | 0.00% | 450 | $46K | No change |
| SUB iShares Short-Term National | 0.00% | 423 | $45K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 356 | $45K | No change |
| IMTB iShares Core 5-10 Year Usd | 0.00% | 1,008 | $45K | No change |
| HP Helmerich & Payne | 0.00% | 2,017 | $45K | No change |
| JEF Jefferies Financial Group Inc. | 0.00% | 679 | $44K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 151 | $44K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 69 | $44K | No change |
| NDSN Nordson Corp. | 0.00% | 194 | $44K | New |
| RPM RPM International Inc. | 0.00% | 372 | $44K | New |
| CXT Crane NXT Co. | 0.00% | 652 | $44K | New |
| CIEN Ciena Corp. | 0.00% | 300 | $44K | No change |
| AVDE Avantis International Equity | 0.00% | 550 | $43K | No change |
| KNSL Kinsale Capital Group Inc. | 0.00% | 102 | $43K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 203 | $42K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 346 | $42K | Reduce -16.6% |
| ROP Roper Technologies Inc. | 0.00% | 84 | $42K | Add +3.7% |
| SCHB Schwab US Broad Market ETF | 0.00% | 1,622 | $42K | Reduce -21.4% |
| BF.A Brown-Forman Corp. Class A | 0.00% | 1,540 | $41K | No change |
| SMCI Super Micro Computer Inc. | 0.00% | 850 | $41K | No change |
| BRO Brown & Brown Inc. | 0.00% | 433 | $41K | Reduce -29.9% |
| DIREXION DAILY SEMI BEAR 3X | 0.00% | 7,735 | $40K | No change |
| ARES Ares Management Corp. Class A | 0.00% | 250 | $40K | No change |
| USA Liberty All Star Equity Fund | 0.00% | 6,300 | $40K | New |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 633 | $39K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.00% | 1,432 | $39K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 1,000 | $39K | Reduce -16.7% |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 440 | $39K | Reduce -78.6% |
| OZ Belpointe Prep LLC Class A | 0.00% | 593 | $38K | No change |
| TKO Tko Group Holdings Inc. | 0.00% | 185 | $37K | No change |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.00% | 2,344 | $37K | No change |
| PNFP Pinnacle Financial Partners | 0.00% | 396 | $37K | New |
| JNK SS SPDR BB High Yield Bond | 0.00% | 379 | $37K | No change |
| TIP iShares Tips Bond ETF | 0.00% | 333 | $37K | No change |
| DSL Doubleline Income Solutions | 0.00% | 3,000 | $37K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 123 | $37K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 442 | $37K | Add +4.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.00% | 1,440 | $36K | No change |
| SMOT Vaneck Morningstar Smid Moat | 0.00% | 1,000 | $36K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 331 | $36K | No change |
| FISV Fiserv Inc. | 0.00% | 277 | $36K | No change |
| TPR Tapestry Inc. | 0.00% | 315 | $36K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.00% | 1,440 | $35K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 390 | $35K | New |
| BAH Booz Allen Hamilton Holdings | 0.00% | 349 | $35K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 366 | $35K | Reduce -36.6% |
| PGX Invesco Preferred ETF | 0.00% | 3,000 | $35K | No change |
| EDV Vanguard Extended Dur Treas | 0.00% | 500 | $34K | No change |
| LNT Alliant Energy Corp. | 0.00% | 500 | $34K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 336 | $34K | Reduce -22.9% |
| DKNG Draftkings Inc. Class A | 0.00% | 900 | $34K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 395 | $33K | No change |
| EVTR Eaton Vance Total Return | 0.00% | 650 | $33K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 233 | $33K | No change |
| PNR Pentair PLC | 0.00% | 300 | $33K | No change |
| XNIEX Virtus Equity & Convertible | 0.00% | 1,298 | $33K | No change |
| GNL Global Net Lease Inc. | 0.00% | 4,000 | $33K | New |
| HONE Harborone Bancorp Inc. | 0.00% | 2,350 | $32K | No change |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 626 | $32K | New |
| FTF Franklin Ltd. Dur Inc. TR | 0.00% | 5,000 | $32K | New |
| DAL Delta Air Lines Inc. | 0.00% | 560 | $32K | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.00% | 2,199 | $32K | No change |
| EG Everest Group Ltd. | 0.00% | 90 | $32K | No change |
| MGM MGM Resorts International | 0.00% | 900 | $31K | No change |
| LAD Lithia Motors Inc. | 0.00% | 97 | $31K | New |
| XLRE SS Real Estate Select Sector | 0.00% | 725 | $31K | Reduce -22.3% |
| FIX Comfort Systems USA Inc. | 0.00% | 37 | $31K | New |
| DT Dynatrace Inc. | 0.00% | 630 | $31K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.00% | 1,195 | $30K | No change |
| AIG American International Group | 0.00% | 386 | $30K | Add +2473.3% |
| BURL Burlington Stores Inc. | 0.00% | 119 | $30K | Reduce -39.0% |
| MFC Manulife Financial Corp. | 0.00% | 968 | $30K | No change |
| HQH Abrdn Healthcare Investors | 0.00% | 1,626 | $30K | New |
| MANH Manhattan Associates Inc. | 0.00% | 146 | $30K | New |
| IBDU iShares Ibonds Dec 2029 Term | 0.00% | 1,275 | $30K | No change |
| FSK FS KKR Capital Corp. | 0.00% | 2,000 | $30K | Add +355.6% |
| TTE Totalenergies SE -Spon ADR | 0.00% | 500 | $30K | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 0.00% | 65 | $30K | No change |
| JCE Nuveen Core Equity Alpha | 0.00% | 1,869 | $29K | No change |
| DOCS Doximity Inc. Class A | 0.00% | 400 | $29K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 313 | $29K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.00% | 3,206 | $29K | No change |
| CCI Crown Castle Inc. | 0.00% | 301 | $29K | Reduce -38.1% |
| PHO Invesco Water Resources ETF | 0.00% | 400 | $29K | New |
| LPLA LPL Financial Holdings Inc. | 0.00% | 86 | $29K | Add +72.0% |
| MPT Medical Properties Trust Inc. | 0.00% | 5,600 | $28K | New |
| DTE DTE Energy Company | 0.00% | 200 | $28K | Reduce -26.5% |
| SU Suncor Energy Inc. | 0.00% | 675 | $28K | No change |
| AMX America Movil Sab DE CV | 0.00% | 1,342 | $28K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 326 | $27K | Reduce -57.0% |
| JBL Jabil Inc. | 0.00% | 125 | $27K | No change |
| VFC VF Corp. | 0.00% | 1,874 | $27K | No change |
| NBIX Neurocrine Biosciences Inc. | 0.00% | 191 | $27K | New |
| MLN Vaneck Long Muni ETF | 0.00% | 1,522 | $27K | No change |
| SPOT Spotify Technology SA | 0.00% | 38 | $27K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 325 | $26K | No change |
| CAPL Crossamerica Partners LP | 0.00% | 1,250 | $26K | New |
| OGN Organon & Co. | 0.00% | 2,451 | $26K | Add +0.9% |
| PTY PIMCO Corporate & Income Opp | 0.00% | 1,800 | $26K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.00% | 1,150 | $26K | No change |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.00% | 253 | $26K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 393 | $25K | No change |
| VNDA Vanda Pharmaceuticals Inc. | 0.00% | 5,000 | $25K | No change |
| FIVE Five Below | 0.00% | 161 | $25K | Add +705.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.00% | 1,015 | $25K | No change |
| BKH Black Hills Corp. | 0.00% | 400 | $25K | No change |
| AVA Avista Corp. | 0.00% | 642 | $24K | No change |
| GBAB Guggenheim Taxable Municipal | 0.00% | 1,538 | $24K | No change |
| WSBK Winchester Bancorp Inc. | 0.00% | 2,500 | $24K | New |
| XEVGX Eaton Vance Short Dur Div Inc. | 0.00% | 2,100 | $24K | New |
| TOST Toast Inc. Class A | 0.00% | 650 | $24K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 425 | $24K | No change |
| XYLD Global X S&P 500 Cove Call E | 0.00% | 600 | $24K | New |
| ATR Aptargroup Inc. | 0.00% | 176 | $24K | New |
| HNI Hni Corp. | 0.00% | 500 | $23K | No change |
| ERTH Invesco MSCI Sustainable Fut | 0.00% | 490 | $23K | No change |
| DLTR Dollar Tree Inc. | 0.00% | 246 | $23K | Reduce -40.1% |
| BXP BXP Inc. | 0.00% | 312 | $23K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 1,195 | $23K | Add +165.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.00% | 1,025 | $23K | No change |
| ABUS Arbutus Biopharma Corp. | 0.00% | 5,000 | $23K | No change |
| IQI Invesco Quality Muni Inc. TR | 0.00% | 2,286 | $23K | No change |
| EBAY eBay Inc. | 0.00% | 247 | $22K | No change |
| KYN Kayne Anderson Energy Infra | 0.00% | 1,800 | $22K | New |
| VGM Invesco Trust for Investmen | 0.00% | 2,186 | $22K | No change |
| LYB Lyondellbasell Indu Class A | 0.00% | 450 | $22K | No change |
| LEGH Legacy Housing Corp. | 0.00% | 800 | $22K | New |
| TCPC BlackRock TCP Capital Corp. | 0.00% | 3,500 | $22K | New |
| RRC Range Resources Corp. | 0.00% | 575 | $22K | No change |
| PGNY Progyny Inc. | 0.00% | 1,000 | $22K | No change |
| LEO BNY Mellon Strategic Muni | 0.00% | 3,443 | $22K | No change |
| RF Regions Financial Corp. | 0.00% | 812 | $21K | No change |
| SG Sweetgreen Inc. Class A | 0.00% | 2,673 | $21K | New |
| ITGR Integer Holdings Corp. | 0.00% | 206 | $21K | New |
| IBTI iShares Ibonds Dec 2028 Term | 0.00% | 950 | $21K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.00% | 697 | $21K | No change |
| GLPI Gaming and Leisure Propertie | 0.00% | 454 | $21K | No change |
| AMPX Amprius Technologies Inc. | 0.00% | 2,000 | $21K | No change |
| FTNT Fortinet Inc. | 0.00% | 250 | $21K | No change |
| GNRC Generac Holdings Inc. | 0.00% | 125 | $21K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 200 | $21K | No change |
| MBB iShares MBS ETF | 0.00% | 215 | $20K | Reduce -34.6% |
| DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD | 0.00% | 3,441 | $20K | No change |
| GSBD Goldman Sachs BDC Inc. | 0.00% | 2,000 | $20K | New |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 400 | $20K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 150 | $20K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 1,000 | $20K | No change |
| HLN Haleon PLC-ADR | 0.00% | 2,235 | $20K | Add +73.9% |
| SOBO South Bow Corp. | 0.00% | 700 | $20K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 255 | $20K | No change |
| IONS Ionis Pharmaceuticals Inc. | 0.00% | 300 | $20K | No change |
| WDAY Workday Inc. Class A | 0.00% | 81 | $19K | Add +80.0% |
| EFX Equifax Inc. | 0.00% | 76 | $19K | Add +85.4% |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 1,325 | $19K | Add +307.7% |
| TLT iShares 20+ Year Treasury BD | 0.00% | 217 | $19K | Reduce -30.4% |
| SYF Synchrony Financial | 0.00% | 272 | $19K | No change |
| IBKR Interactive Brokers Gro Class A | 0.00% | 280 | $19K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 218 | $19K | No change |
| ALB Albemarle Corp. | 0.00% | 235 | $19K | Reduce -28.4% |
| DHI D.R. Horton Inc. | 0.00% | 112 | $19K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 330 | $19K | New |
| KRP Kimbell Royalty Partners LP | 0.00% | 1,400 | $19K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 72 | $19K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 272 | $18K | Reduce -10.5% |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 222 | $18K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 559 | $18K | Add +6.5% |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 1,553 | $18K | Reduce -39.2% |
| CCK Crown Holdings Inc. | 0.00% | 186 | $18K | New |
| NTR Nutrien Ltd. | 0.00% | 300 | $18K | No change |
| AVXC Avantis Emg MKT Ex China ETF | 0.00% | 293 | $18K | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 100 | $17K | No change |
| WAB Wabtec Corp. | 0.00% | 87 | $17K | No change |
| KIM Kimco Realty Corp. | 0.00% | 791 | $17K | No change |
| EIX Edison International | 0.00% | 308 | $17K | No change |
| RHI Robert Half Inc. | 0.00% | 500 | $17K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 261 | $17K | No change |
| DFIS Dimensional International SM | 0.00% | 530 | $17K | New |
| AMCR Amcor PLC | 0.00% | 2,040 | $17K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 150 | $17K | No change |
| CME Cme Group Inc. | 0.00% | 61 | $16K | New |
| XT Ishar Fture Exp Tech ETF-Usd | 0.00% | 229 | $16K | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 395 | $16K | Reduce -74.8% |
| CIVI Civitas Resources Inc. | 0.00% | 496 | $16K | No change |
| ROKU Roku Inc. | 0.00% | 160 | $16K | No change |
| SBRA Sabra Health Care REIT Inc. | 0.00% | 856 | $16K | Add +1428.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 110 | $16K | No change |
| UTZ Utz Brands Inc. | 0.00% | 1,288 | $16K | No change |
| DAR Darling Ingredients Inc. | 0.00% | 500 | $15K | No change |
| DWX State Street SPDR S&P Intern | 0.00% | 359 | $15K | No change |
| CMS CMS Energy Corp. | 0.00% | 208 | $15K | Add +4.0% |
| RYLD Global X Russell 2000 Cov Class | 0.00% | 1,000 | $15K | New |
| ILMN Illumina Inc. | 0.00% | 158 | $15K | No change |
| MXE Mexico Equity and Income FD | 0.00% | 1,261 | $15K | No change |
| VTWV Vanguard Russell 2000 Value | 0.00% | 96 | $15K | No change |
| ARR Armour Residential REIT Inc. | 0.00% | 1,000 | $15K | New |
| SNDK Sandisk Corp. | 0.00% | 133 | $15K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 421 | $15K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 493 | $15K | No change |
| HNGE Hinge Health Inc. Class A | 0.00% | 300 | $15K | New |
| HOLX Hologic Inc. | 0.00% | 215 | $15K | New |
| TPVG Triplepoint Venture Growth B | 0.00% | 2,500 | $14K | New |
| DVN Devon Energy Corp. | 0.00% | 409 | $14K | No change |
| SNY Sanofi-ADR | 0.00% | 300 | $14K | No change |
| WMS Advanced Drainage Systems Inc. | 0.00% | 100 | $14K | No change |
| CGNX Cognex Corp. | 0.00% | 302 | $14K | New |
| O Realty Income Corp. | 0.00% | 225 | $14K | New |
| QYLD Global X Nasd 100 Cov Call | 0.00% | 800 | $14K | New |
| BKLN Invesco Senior Loan ETF | 0.00% | 650 | $14K | No change |
| FLDR Fidelity Low Durat Fact ETF | 0.00% | 271 | $14K | No change |
| RVT Royce Small-Cap Trust Inc. | 0.00% | 838 | $14K | New |
| PDBC Invesco Optimum Yield Divers | 0.00% | 1,000 | $13K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 139 | $13K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 40 | $13K | No change |
| IYR iShares US Real Estate ETF | 0.00% | 132 | $13K | No change |
| GPN Global Payments Inc. | 0.00% | 154 | $13K | Reduce -62.3% |
| ADC Agree Realty Corp. | 0.00% | 179 | $13K | New |
| WLKP Westlake Chemical Partners L | 0.00% | 600 | $13K | New |
| DXCM Dexcom Inc. | 0.00% | 186 | $13K | No change |
| BTX BlackRock Tech & Priv Eqty | 0.00% | 1,867 | $13K | No change |
| RQI Cohen & Steers Qual Inc. RLTY | 0.00% | 1,000 | $12K | New |
| PZG Paramount Gold Nevada Corp. | 0.00% | 10,000 | $12K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 160 | $12K | No change |
| FITB Fifth Third Bancorp | 0.00% | 275 | $12K | No change |
| ZIM Zim Integrated Shipping Serv | 0.00% | 900 | $12K | New |
| RCI Rogers Communications Inc. Class B | 0.00% | 350 | $12K | No change |
| QS Quantumscape Corp. | 0.00% | 975 | $12K | New |
| LW Lamb Weston Holdings Inc. | 0.00% | 206 | $12K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 72 | $12K | Reduce -45.5% |
| CNM Core & Main Inc. Class A | 0.00% | 220 | $12K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 50 | $12K | No change |
| LII Lennox International Inc. | 0.00% | 22 | $12K | New |
| LSTR Landstar System Inc. | 0.00% | 95 | $12K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 574 | $12K | Add +675.7% |
| BEN Franklin Templeton Inc. | 0.00% | 500 | $12K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 981 | $11K | No change |
| IXJ iShares Global Healthcare Et | 0.00% | 128 | $11K | No change |
| SPE Special Opportunities Fund | 0.00% | 727 | $11K | No change |
| AES AES Corp. | 0.00% | 850 | $11K | No change |
| BSY Bentley Systems Inc. Class B | 0.00% | 215 | $11K | New |
| ZWS Zurn Elkay Water Solutions C | 0.00% | 235 | $11K | New |
| KEY Keycorp | 0.00% | 590 | $11K | No change |
| CAG Conagra Brands Inc. | 0.00% | 600 | $11K | No change |
| KBE SS SPDR S&P Bank ETF | 0.00% | 183 | $11K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 27 | $11K | No change |
| VKI Invesco Adv Muni Inc. TR II | 0.00% | 1,228 | $11K | No change |
| ASTH Astrana Health Inc. | 0.00% | 375 | $11K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 225 | $11K | No change |
| AVUV Avantis US Small Cap Value | 0.00% | 105 | $10K | New |
| VEEV Veeva Systems Inc. Class A | 0.00% | 35 | $10K | No change |
| BN Brookfield Corp. | 0.00% | 151 | $10K | No change |
| DLB Dolby Laboratories Inc. Class A | 0.00% | 142 | $10K | No change |
| MPWR Monolithic Power Systems Inc. | 0.00% | 11 | $10K | No change |
| IT Gartner Inc. | 0.00% | 38 | $10K | No change |
| AGNC AGNC Investment Corp. | 0.00% | 1,000 | $10K | New |
| SAR Saratoga Investment Corp. | 0.00% | 400 | $10K | New |
| VONV Vanguard Russell 1000 Value | 0.00% | 107 | $10K | No change |
| FE Firstenergy Corp. | 0.00% | 204 | $9K | No change |
| MDB Mongodb Inc. | 0.00% | 30 | $9K | No change |
| NZF Nuveen Municipal Credit Inc. | 0.00% | 738 | $9K | Reduce -39.4% |
| CC The Chemours Co. | 0.00% | 579 | $9K | No change |
| UAPR Innovator U.S. Equity Ultra | 0.00% | 284 | $9K | No change |
| DLY Doubleline Yield Opport | 0.00% | 600 | $9K | New |
| BTO John Hancock Financial Opp | 0.00% | 250 | $9K | No change |
| SPMB SS SPDR P Mort Back Bond ETF | 0.00% | 400 | $9K | Reduce -98.3% |
| NDAQ Nasdaq Inc. | 0.00% | 100 | $9K | No change |
| TDY Teledyne Technologies Inc. | 0.00% | 15 | $9K | New |
| POOL Pool Corp. | 0.00% | 28 | $9K | New |
| PCG P G & E Corp. | 0.00% | 560 | $8K | No change |
| UTL Unitil Corp. | 0.00% | 176 | $8K | No change |
| B Barrick Mining Corp. | 0.00% | 254 | $8K | New |
| BHF Brighthouse Financial Inc. | 0.00% | 156 | $8K | No change |
| JHS John Hancock Income Sec TR | 0.00% | 700 | $8K | No change |
| PAYC Paycom Software Inc. | 0.00% | 39 | $8K | New |
| VNO Vornado Realty Trust | 0.00% | 200 | $8K | No change |
| MTZ Mastec Inc. | 0.00% | 38 | $8K | No change |
| REZI Resideo Technologies Inc. | 0.00% | 185 | $8K | No change |
| BTI British American Tob-SP ADR | 0.00% | 150 | $8K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 299 | $8K | No change |
| BIPC Brookfield Infrastructure-A | 0.00% | 187 | $8K | No change |
| KTOS Kratos Defense & Security | 0.00% | 84 | $8K | New |
| GM General Motors Co. | 0.00% | 125 | $8K | Reduce -84.8% |
| HYT BlackRock Corp. Hi YLD | 0.00% | 800 | $8K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 97 | $8K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 126 | $8K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 100 | $7K | No change |
| NUV Nuveen Municipal Value | 0.00% | 828 | $7K | No change |
| COO The Cooper Cos Inc. | 0.00% | 108 | $7K | New |
| SAIC Science Applications Inte | 0.00% | 74 | $7K | No change |
| BSJQ Invesco Bulletshares 2026 HY | 0.00% | 313 | $7K | No change |
| TER Teradyne Inc. | 0.00% | 52 | $7K | New |
| ARM Arm Holdings PLC-ADR | 0.00% | 50 | $7K | No change |
| DFAE Dimensional Emerging Core Eq | 0.00% | 222 | $7K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 48 | $7K | No change |
| VFVA Vanguard U.S. Value Factor | 0.00% | 54 | $7K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 45 | $7K | New |
| FSS Federal Signal Corp. | 0.00% | 56 | $7K | No change |
| SW Smurfit Westrock PLC | 0.00% | 156 | $7K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 120 | $7K | No change |
| CHH Choice Hotels Intl Inc. | 0.00% | 62 | $7K | New |
| XBKNX BlackRock Invest QLTY Muni | 0.00% | 579 | $7K | No change |
| LEG Leggett & Platt Inc. | 0.00% | 711 | $6K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 47 | $6K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 66 | $6K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 13 | $6K | No change |
| BFAM Bright Horizons Family Solut | 0.00% | 57 | $6K | New |
| APTV Aptiv PLC | 0.00% | 71 | $6K | No change |
| APPN Appian Corp. Class A | 0.00% | 200 | $6K | No change |
| FIRST TR EXCHNG TRADED FD VI | 0.00% | 231 | $6K | New |
| TROX Tronox Holdings PLC | 0.00% | 1,500 | $6K | No change |
| KVUE Kenvue Inc. | 0.00% | 369 | $6K | No change |
| FICO Fair Isaac Corp. | 0.00% | 4 | $6K | New |
| THO Thor Industries Inc. | 0.00% | 56 | $6K | New |
| FLS Flowserve Corp. | 0.00% | 108 | $6K | Reduce -99.8% |
| DTM DT Midstream Inc. | 0.00% | 50 | $6K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 10 | $6K | Reduce -60.0% |
| FMS Fresenius Medical Care-ADR | 0.00% | 209 | $6K | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.00% | 481 | $5K | No change |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.00% | 200 | $5K | New |
| OLED Universal Display Corp. | 0.00% | 38 | $5K | New |
| GD General Dynamics Corp. | 0.00% | 16 | $5K | No change |
| SYM Symbotic Inc. | 0.00% | 100 | $5K | No change |
| CRL Charles River Laboratories | 0.00% | 34 | $5K | New |
| SITE Siteone Landscape Supply Inc. | 0.00% | 40 | $5K | New |
| GHI Greystone Housing Impact Inv | 0.00% | 500 | $5K | New |
| SPLB SS SPDR P Long Term C ETF | 0.00% | 220 | $5K | New |
| NBBK NB Bancorp Inc. | 0.00% | 288 | $5K | No change |
| AAL American Airlines Group Inc. | 0.00% | 450 | $5K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 229 | $5K | No change |
| CHE Chemed Corp. | 0.00% | 11 | $5K | New |
| VC Visteon Corp. | 0.00% | 40 | $5K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 130 | $5K | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.00% | 79 | $5K | Reduce -30.1% |
| BOND PIMCO Active Bond Exchange-T | 0.00% | 50 | $5K | No change |
| IPG Interpublic Group of Cos Inc. | 0.00% | 164 | $5K | No change |
| SAIA Saia Inc. | 0.00% | 15 | $4K | New |
| JBLU Jetblue Airways Corp. | 0.00% | 900 | $4K | No change |
| ICLR Icon PLC | 0.00% | 25 | $4K | New |
| MIN Aberdeen Intermediate Inc. FD | 0.00% | 1,600 | $4K | No change |
| G Genpact Ltd. | 0.00% | 100 | $4K | No change |
| EXPO Exponent Inc. | 0.00% | 60 | $4K | New |
| TTWO Take-Two Interactive Softwre | 0.00% | 16 | $4K | No change |
| SMG Scotts Miracle-Gro Co. | 0.00% | 72 | $4K | New |
| PHG Koninklijke Philips NVR- NY | 0.00% | 149 | $4K | No change |
| XIFR XPLR Infrastructure LP | 0.00% | 395 | $4K | No change |
| IGRO iShares Intl Div Growth ETF | 0.00% | 50 | $4K | Reduce -30.6% |
| OXSQ Oxford Square Capital Corp. | 0.00% | 2,400 | $4K | New |
| DASH DoorDash Inc. Class A | 0.00% | 14 | $4K | No change |
| HAS Hasbro Inc. | 0.00% | 50 | $4K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.00% | 77 | $4K | No change |
| CSGP Costar Group Inc. | 0.00% | 44 | $4K | Add +4300.0% |
| IVZ Invesco Ltd. | 0.00% | 161 | $4K | No change |
| FQAL Fidelity Quality Factor ETF | 0.00% | 49 | $4K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 84 | $4K | Reduce -31.7% |
| RGNX Regenxbio Inc. | 0.00% | 370 | $4K | No change |
| ELME Elme Communities | 0.00% | 210 | $4K | New |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.00% | 107 | $3K | Reduce -32.3% |
| COOP Mr Cooper Group Inc. | 0.00% | 16 | $3K | New |
| SPEM State Street SP PTF Em ETF | 0.00% | 72 | $3K | No change |
| BIDD iShares International Divide | 0.00% | 119 | $3K | Reduce -32.0% |
| JRS Nuveen Real Estate Income | 0.00% | 400 | $3K | No change |
| ENTG Entegris Inc. | 0.00% | 33 | $3K | Reduce -97.8% |
| VRTS Virtus Investment Partners | 0.00% | 16 | $3K | No change |
| XIAEX Voya Asia Pac Hi DVD Eq Inc. | 0.00% | 400 | $3K | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 500 | $3K | No change |
| CGEN Compugen Ltd. | 0.00% | 2,000 | $3K | No change |
| IAGG iShares Intl Aggregate Bond | 0.00% | 54 | $3K | Reduce -50.0% |
| MFM Aberdeen Municipal Income | 0.00% | 500 | $3K | No change |
| HBI Hanesbrands Inc. | 0.00% | 400 | $3K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 90 | $3K | No change |
| VLUE iShares MSCI USA Value Facto | 0.00% | 20 | $3K | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 29 | $2K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.00% | 17 | $2K | No change |
| MELI MercadoLibre Inc. | 0.00% | 1 | $2K | No change |
| MBI Mbia Inc. | 0.00% | 300 | $2K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 130 | $2K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 22 | $2K | No change |
| UPWK Upwork Inc. | 0.00% | 100 | $2K | No change |
| VTS Vitesse Energy Inc. | 0.00% | 79 | $2K | No change |
| NLOP Net Lease Office Property | 0.00% | 61 | $2K | No change |
| EXE Expand Energy Corp. | 0.00% | 17 | $2K | New |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.00% | 70 | $2K | No change |
| AI C3.AI Inc. Class A | 0.00% | 100 | $2K | No change |
| MAT Mattel Inc. | 0.00% | 100 | $2K | No change |
| LCII Lci Industries | 0.00% | 17 | $2K | New |
| GOVT iShares US Treasury Bond ETF | 0.00% | 67 | $2K | No change |
| GLOB Globant SA | 0.00% | 27 | $2K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.00% | 60 | $1K | No change |
| NGVT Ingevity Corp. | 0.00% | 26 | $1K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 59 | $1K | Reduce -13.2% |
| ARTY iShares Future AI & Tech ETF | 0.00% | 30 | $1K | No change |
| FTS Fortis Inc. | 0.00% | 25 | $1K | New |
| BCS Barclays PLC-Spons ADR | 0.00% | 59 | $1K | New |
| NIO Nio Inc. - ADR | 0.00% | 156 | $1K | No change |
| AVB Avalonbay Communities Inc. | 0.00% | 6 | $1K | New |
| KTB Kontoor Brands Inc. | 0.00% | 14 | $1K | No change |
| RCS PIMCO Strategic Income Fund | 0.00% | 143 | $1K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 6 | $1K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 35 | $1K | New |
| MGF Aberdeen Govrn MKTS Inc. Fund | 0.00% | 320 | $998 | No change |
| CRNT Ceragon Networks Ltd. | 0.00% | 427 | $995 | No change |
| ASIX Advansix Inc. | 0.00% | 42 | $814 | No change |
| ICLN iShares Global Clean Energy | 0.00% | 50 | $774 | No change |
| PENN Penn Entertainment Inc. | 0.00% | 39 | $751 | No change |
| VRP Invesco Variable Rate Prefer | 0.00% | 25 | $618 | No change |
| NVT Nvent Electric PLC | 0.00% | 6 | $592 | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.00% | 13 | $563 | No change |
| WDS Woodside Energy Group-ADR | 0.00% | 34 | $512 | No change |
| ZIMV Zimvie Inc. | 0.00% | 24 | $455 | Reduce -14.3% |
| TDC Teradata Corp. | 0.00% | 20 | $430 | No change |
| XPL Solitario Resources Corp. | 0.00% | 584 | $408 | No change |
| EMBC Embecta Corp. | 0.00% | 28 | $395 | No change |
| NATL NCR Atleos Corp. | 0.00% | 10 | $393 | No change |
| TNDM Tandem Diabetes Care Inc. | 0.00% | 32 | $388 | No change |
| ACCO Acco Brands Corp. | 0.00% | 65 | $259 | No change |
| VYX NCR Voyix Corp. | 0.00% | 20 | $251 | No change |
| AVNS Avanos Medical Inc. | 0.00% | 14 | $162 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 32 | $154 | No change |
| MOGO INC | 0.00% | 66 | $119 | No change |
| AMRN Amarin Corp. PLC -ADR | 0.00% | 7 | $115 | New |
| RIG Transocean Ltd. | 0.00% | 36 | $112 | No change |
| CRBP Corbus Pharmaceuticals Holdi | 0.00% | 6 | $76 | No change |
| GTX Garrett Motion Inc. | 0.00% | 5 | $68 | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.00% | 2 | $51 | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 1 | $29 | No change |
| BWZ State Street SPDR Bloomberg | 0.00% | 1 | $28 | No change |
| MMD Nylim Mackay Definedterm Mun filed as NYLI MACKAY DEFINEDTERM MUNI | 0.00% | 1 | $15 | New |
| TDOC Teladoc Health Inc. | 0.00% | 2 | $15 | No change |
| PGEN Precigen Inc. | 0.00% | 3 | $10 | No change |
| CODA Coda Octopus Group Inc. | 0.00% | 1 | $8 | No change |