| MTUM iShares MSCI USA Momentum Fa | 4.88% | 830,036 | $161.7M | Add +1.1% |
| VTIP Vanguard Short-Term Tips | 4.83% | 3,297,294 | $160.1M | Add +3.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.73% | 2,028,398 | $156.7M | Add +1.1% |
| QUAL iShares MSCI USA Quality Fac | 4.13% | 801,579 | $136.9M | Add +3.0% |
| NVDA Nvidia Corp. | 3.24% | 869,278 | $107.4M | Reduce -42.6% |
| IQLT iShares MSCI International Q | 3.04% | 2,582,903 | $100.9M | Add +2.5% |
| AAPL Apple Inc. | 3.04% | 478,629 | $100.8M | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 2.78% | 1,153,284 | $92.2M | Add +1.3% |
| DFUV Dimensional US Marketwide Va | 2.65% | 2,239,968 | $88.0M | Add +4.9% |
| IEMG iShares Core MSCI Emerging | 2.64% | 1,634,555 | $87.5M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.60% | 193,242 | $86.4M | Add +7.8% |
| EFV iShares MSCI Eafe Value ETF | 2.55% | 1,591,052 | $84.4M | Add +3.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.95% | 2,584,759 | $64.5M | Reduce -0.3% |
| DFIV Dimensional International Va | 1.92% | 1,775,536 | $63.8M | Reduce -0.7% |
| VGSH Vanguard Short-Term Treasury | 1.53% | 877,126 | $50.9M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 92,602 | $50.4M | Reduce -0.4% |
| VNQ Vanguard Real Estate ETF | 1.49% | 588,145 | $49.3M | Reduce -4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.40% | 290,309 | $46.6M | Reduce -3.5% |
| DFAT Dimensional US Target Value | 1.31% | 839,855 | $43.6M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 1.25% | 82,338 | $41.5M | Add +162.0% |
| VEA Vanguard Ftse Developed ETF | 1.09% | 733,708 | $36.3M | Reduce -0.9% |
| AVDV Avantis Intl S/C Value ETF | 0.99% | 506,118 | $32.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.91% | 156,793 | $30.3M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.83% | 32,560 | $27.7M | Add +1.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.78% | 220,920 | $26.0M | Reduce -0.2% |
| DFAC Dimensional US Core Equity 2 | 0.73% | 746,483 | $24.1M | Reduce -5.1% |
| ESGD iShares Trust iShares ESG Aw | 0.72% | 304,761 | $24.0M | Reduce -4.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 116,159 | $21.2M | Reduce -0.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.58% | 543,525 | $19.3M | Add +2.8% |
| AVUV Avantis US Small Cap Value | 0.58% | 212,933 | $19.1M | Add +15.7% |
| FPE FT-Preferred Secur & Inc. ETF | 0.56% | 1,070,765 | $18.6M | Add +1.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.56% | 185,799 | $18.5M | Reduce -3.2% |
| ACGL Arch Capital Group Ltd. | 0.55% | 180,919 | $18.3M | Reduce -2.8% |
| DFAS Dimensional US Small Cap ETF | 0.55% | 302,157 | $18.2M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.53% | 95,343 | $17.5M | Add +7.5% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.51% | 417,237 | $16.9M | Reduce -1.4% |
| NVR NVR Inc. | 0.51% | 2,227 | $16.9M | Add +0.4% |
| DELL Dell Technologies -C | 0.47% | 114,159 | $15.7M | Add +23.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 58,190 | $15.6M | Reduce -5.0% |
| OZ Belpointe Prep LLC Class A | 0.46% | 262,413 | $15.2M | Reduce -3.1% |
| SCHX Schwab US Large-Cap ETF | 0.45% | 229,893 | $14.8M | Add +0.3% |
| MCK McKesson Corp. | 0.44% | 25,087 | $14.7M | Add +10.6% |
| FEM First Trust Emerging Markets | 0.42% | 587,997 | $14.1M | Reduce -3.5% |
| ADBE Adobe Inc. | 0.42% | 25,304 | $14.1M | Reduce -1.2% |
| SCHF Schwab Intl Equity ETF | 0.42% | 364,936 | $14.0M | Add +9.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.42% | 370,069 | $14.0M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.42% | 76,398 | $13.9M | Reduce -3.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.42% | 521,093 | $13.8M | Add +6.3% |
| HPQ HP Inc. | 0.42% | 393,615 | $13.8M | Add +3.4% |
| TSLA Tesla Inc. | 0.41% | 69,172 | $13.7M | Add +17.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.41% | 54,468 | $13.6M | Reduce -5.7% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.41% | 533,459 | $13.6M | Add +0.6% |
| ORCL Oracle Corp. | 0.40% | 94,884 | $13.4M | Add +1.8% |
| CSCO Cisco Systems Inc. | 0.39% | 275,077 | $13.1M | Reduce -1.1% |
| AMAT Applied Materials Inc. | 0.39% | 55,037 | $13.0M | Add +3.0% |
| ABBV Abbvie Inc. | 0.38% | 73,234 | $12.6M | Add +2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 53,998 | $11.8M | Reduce -1.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.34% | 96,339 | $11.4M | Add +5.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.34% | 57,342 | $11.3M | Add +7.4% |
| CARR Carrier Global Corp. | 0.34% | 178,928 | $11.3M | Add +1.9% |
| IWC iShares Micro-Cap ETF | 0.34% | 97,873 | $11.2M | Reduce -3.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.33% | 330,799 | $11.1M | Reduce -5.7% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 251,543 | $11.0M | Reduce -2.7% |
| EWX State Street SPDR S&P Emergi | 0.32% | 182,017 | $10.5M | Reduce -2.0% |
| BLK BlackRock Finance Inc. | 0.32% | 13,270 | $10.4M | Add +11.3% |
| SCHV Schwab US Large-Cap Value | 0.31% | 139,240 | $10.3M | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.31% | 69,855 | $10.2M | Add +24.3% |
| BLDR Builders Firstsource Inc. | 0.30% | 70,709 | $9.8M | Add +5.6% |
| SCHA Schwab US Small-Cap ETF | 0.29% | 203,979 | $9.7M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 19,906 | $9.5M | Add +1.6% |
| ESML iShares ESG Aware MSCI USA S | 0.28% | 244,069 | $9.4M | Reduce -2.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.28% | 90,056 | $9.2M | Add +11.2% |
| VFMO Vanguard US Momentum Factor | 0.28% | 60,968 | $9.2M | Reduce -6.2% |
| AZO AutoZone Inc. | 0.27% | 3,069 | $9.1M | Add +0.9% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 75,057 | $8.9M | Add +0.6% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.27% | 266,280 | $8.8M | Reduce -4.0% |
| RS Reliance Inc. | 0.26% | 30,637 | $8.7M | Add +7.3% |
| AVGO Broadcom Inc. | 0.26% | 5,446 | $8.7M | Add +86.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.26% | 27,682 | $8.7M | Add +5.2% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 73,524 | $7.8M | Add +12.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.23% | 219,462 | $7.7M | Reduce -7.8% |
| IVV iShares Core S&P 500 ETF | 0.23% | 14,005 | $7.7M | Reduce -4.5% |
| SCHW Schwab (charles) Corp. | 0.23% | 102,797 | $7.6M | Reduce -1.7% |
| DWX State Street SPDR S&P Intern | 0.23% | 216,904 | $7.5M | Reduce -2.9% |
| SHM SS SPDR N Ice St Muni ETF | 0.22% | 157,365 | $7.4M | Reduce -3.2% |
| SPIB SS SPDR P Int C Corp. ETF | 0.22% | 225,822 | $7.4M | Reduce -0.0% |
| ESGU iShares ESG Aware MSCI USA | 0.22% | 61,168 | $7.3M | Reduce -0.5% |
| AFL Aflac Inc. | 0.22% | 81,515 | $7.3M | Add +3.3% |
| GILD Gilead Sciences Inc. | 0.21% | 103,822 | $7.1M | Reduce -9.6% |
| XOM Exxon Mobil Corp. | 0.21% | 61,463 | $7.1M | Add +3.5% |
| LRCX Lam Research Corp. | 0.21% | 6,585 | $7.0M | Add +2.2% |
| UPS United Parcel Service Class B | 0.21% | 51,239 | $7.0M | Reduce -3.5% |
| PHM Pultegroup Inc. | 0.20% | 61,038 | $6.7M | Add +5.4% |
| VOO Vanguard S&P 500 ETF | 0.20% | 13,097 | $6.6M | Reduce -1.9% |
| CI The Cigna Group | 0.20% | 19,627 | $6.5M | Add +1.5% |
| LLY Eli Lilly & Co. | 0.19% | 7,136 | $6.5M | Reduce -8.7% |
| HYD Vaneck High Yield Muni ETF | 0.19% | 124,069 | $6.4M | Add +0.1% |
| DOX Amdocs Ltd. | 0.19% | 80,748 | $6.4M | Reduce -8.5% |
| FTSL First Trust Senior Loan ETF | 0.19% | 136,735 | $6.3M | Reduce -0.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.19% | 210,225 | $6.2M | Reduce -1.4% |
| DHR Danaher Corp. | 0.18% | 24,528 | $6.1M | Add +2.4% |
| MUB iShares National Muni Bond E | 0.18% | 55,258 | $5.9M | Reduce -7.3% |
| SWKS Skyworks Solutions Inc. | 0.17% | 52,791 | $5.6M | Add +1.6% |
| V Visa Inc. Class A | 0.17% | 21,387 | $5.6M | Reduce -0.1% |
| CVX Chevron Corp. | 0.17% | 35,578 | $5.6M | Add +7.2% |
| HD Home Depot Inc. | 0.16% | 15,642 | $5.4M | Reduce -0.9% |
| SUB iShares Short-Term National | 0.16% | 50,864 | $5.3M | Add +3.5% |
| LEN Lennar Corp. Class A | 0.16% | 34,756 | $5.2M | Add +9.7% |
| IPG Interpublic Group of Cos Inc. | 0.15% | 173,824 | $5.1M | Add +8.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.15% | 32,994 | $5.0M | Add +18.0% |
| DEM Wisdomtree Emerging Markets | 0.15% | 113,409 | $4.9M | Reduce -4.8% |
| SNAP Snap Inc. Class A | 0.15% | 295,325 | $4.9M | Reduce -7.0% |
| AMGN Amgen Inc. | 0.15% | 15,477 | $4.8M | Add +106.4% |
| SCHH Schwab US REIT ETF | 0.14% | 239,579 | $4.8M | Add +1.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.14% | 81,732 | $4.7M | Reduce -4.0% |
| OMC Omnicom Group | 0.14% | 51,385 | $4.6M | Add +6.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.13% | 45,659 | $4.4M | Add +1.9% |
| PBP Invesco S&P 500 Buywrite ETF | 0.13% | 199,908 | $4.4M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.13% | 26,738 | $4.4M | Add +12.5% |
| WSO Watsco Inc. | 0.13% | 9,375 | $4.3M | Add +1.7% |
| DES Wisdomtree US Smallcap Divid | 0.13% | 135,062 | $4.2M | Reduce -1.2% |
| ANET Arista Networks Inc. | 0.12% | 11,588 | $4.1M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.12% | 20,052 | $4.1M | Add +10.0% |
| HOLX Hologic Inc. | 0.12% | 54,590 | $4.1M | Add +4.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.12% | 87,582 | $4.0M | Reduce -4.2% |
| SCCO Southern Copper Corp. | 0.12% | 36,179 | $3.9M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.12% | 31,303 | $3.9M | Add +45.9% |
| DFUS Dimensional US Eq MKT ETF | 0.12% | 65,306 | $3.8M | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.11% | 58,729 | $3.7M | Reduce -2.6% |
| CAT Caterpillar Inc. | 0.11% | 10,964 | $3.7M | Add +66.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.11% | 119,787 | $3.5M | Reduce -6.8% |
| MCHP Microchip Technology Inc. | 0.10% | 36,642 | $3.4M | Add +2.2% |
| HIG Hartford Insurance Group Inc. | 0.10% | 32,586 | $3.3M | Add +1.6% |
| AMD Advanced Micro Devices | 0.10% | 19,479 | $3.2M | Add +14.0% |
| T AT&T Inc. | 0.10% | 165,322 | $3.2M | Add +10.9% |
| MCD McDonald's Corp. | 0.10% | 12,375 | $3.2M | Reduce -5.5% |
| PEP Pepsico Inc. | 0.09% | 18,822 | $3.1M | Add +7.0% |
| NFLX Netflix Inc. | 0.09% | 4,533 | $3.1M | Add +0.6% |
| SBUX Starbucks Corp. | 0.09% | 39,185 | $3.1M | Add +4.7% |
| WEC WEC Energy Group Inc. | 0.09% | 37,796 | $3.0M | Add +0.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.09% | 151,491 | $2.9M | Add +15.0% |
| BSCO Invesco Bulletshares 2024 CB | 0.09% | 137,299 | $2.9M | Add +18.2% |
| EXPD Expeditors Intl Wash Inc. | 0.09% | 23,117 | $2.9M | Add +1.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.09% | 140,975 | $2.9M | Add +13.9% |
| FM iShares Frontier and Select | 0.09% | 104,374 | $2.9M | Reduce -36.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.09% | 148,630 | $2.9M | Add +19.2% |
| BA The Boeing Co. | 0.09% | 15,683 | $2.9M | Add +13.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.09% | 142,906 | $2.9M | Add +18.7% |
| UNH Unitedhealth Group Inc. | 0.09% | 5,593 | $2.8M | Add +4.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.09% | 156,038 | $2.8M | Add +18.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 70,405 | $2.8M | Add +4.5% |
| STLD Steel Dynamics Inc. | 0.08% | 21,528 | $2.8M | Add +3.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 55,378 | $2.7M | Reduce -2.5% |
| JBL Jabil Inc. | 0.08% | 24,662 | $2.7M | Add +6.7% |
| EW Edwards Lifesciences Corp. | 0.08% | 28,996 | $2.7M | Add +12.4% |
| IWN iShares Russell 2000 Value E | 0.08% | 17,261 | $2.6M | Reduce -2.8% |
| BSCU Invesco Bulletshares 2030 CB | 0.08% | 161,412 | $2.6M | Add +20.2% |
| COLB Columbia Banking System Inc. | 0.08% | 127,021 | $2.5M | No change |
| ADP Automatic Data Processing | 0.07% | 10,349 | $2.5M | Reduce -8.1% |
| QCOM Qualcomm Inc. | 0.07% | 12,318 | $2.5M | Reduce -0.7% |
| INTC Intel Corp. | 0.07% | 76,958 | $2.4M | Add +4.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 6,363 | $2.4M | Add +0.7% |
| ACN Accenture PLC Class A | 0.07% | 7,676 | $2.3M | Add +13.2% |
| PANW Palo Alto Networks Inc. | 0.07% | 6,830 | $2.3M | Add +7.3% |
| KR Kroger Co. | 0.07% | 46,313 | $2.3M | Reduce -5.2% |
| COR Cencora Inc. | 0.07% | 10,100 | $2.3M | Add +7.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.07% | 9,852 | $2.3M | Add +27.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.07% | 37,398 | $2.2M | Add +3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 3,989 | $2.2M | Add +8.0% |
| TXN Texas Instruments Inc. | 0.07% | 11,244 | $2.2M | Add +11.1% |
| KO The Coca-Cola Co. | 0.07% | 34,330 | $2.2M | Add +20.3% |
| CMCSA Comcast Corp. Class A | 0.07% | 55,780 | $2.2M | Add +4.4% |
| DE Deere & Co. | 0.07% | 5,803 | $2.2M | Add +4.0% |
| WMT Walmart Inc. | 0.06% | 31,579 | $2.1M | Reduce -3.7% |
| PH Parker Hannifin Corp. | 0.06% | 4,153 | $2.1M | Reduce -7.7% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 11,349 | $2.1M | Reduce -3.3% |
| TRV The Travelers Cos Inc. | 0.06% | 10,002 | $2.0M | Reduce -25.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 27,882 | $2.0M | Add +33.5% |
| SUSB iShares ESG Aware 1-5 Year U | 0.06% | 82,629 | $2.0M | Add +6.6% |
| VT Vanguard Tot World STK ETF | 0.06% | 17,955 | $2.0M | Reduce -6.8% |
| SCHG Schwab US Large-Cap Growth | 0.06% | 20,053 | $2.0M | Add +1.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.06% | 29,929 | $2.0M | Reduce -2.9% |
| REGN Regeneron Pharmaceuticals | 0.06% | 1,894 | $2.0M | Reduce -0.3% |
| FDM First Trust Dow J Select Mic | 0.06% | 32,608 | $2.0M | Reduce -13.3% |
| HPE Hewlett Packard Enterprise | 0.06% | 91,452 | $1.9M | Reduce -3.8% |
| SCHB Schwab US Broad Market ETF | 0.06% | 30,694 | $1.9M | Reduce -7.5% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 24,081 | $1.9M | Add +5.7% |
| IDV iShares International Select | 0.06% | 67,285 | $1.9M | Reduce -5.0% |
| AXP American Express Co. | 0.06% | 8,033 | $1.9M | Add +19.9% |
| OTIS Otis Worldwide Corp. | 0.06% | 18,940 | $1.8M | Add +5.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 7,248 | $1.8M | Add +15.2% |
| ABT Abbott Laboratories | 0.05% | 17,295 | $1.8M | Reduce -3.0% |
| GLW Corning Inc. | 0.05% | 45,941 | $1.8M | Reduce -0.2% |
| EME Emcor Group Inc. | 0.05% | 4,844 | $1.8M | Reduce -3.2% |
| XLK SS Technology Select Sector | 0.05% | 7,734 | $1.7M | Reduce -5.0% |
| DGS Wisdomtree Em Small Cap | 0.05% | 33,984 | $1.7M | Reduce -7.9% |
| FDX FedEx Corp. | 0.05% | 5,692 | $1.7M | Reduce -1.1% |
| IWB iShares Russell 1000 ETF | 0.05% | 5,722 | $1.7M | Reduce -0.3% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.05% | 18,180 | $1.7M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 0.05% | 23,166 | $1.6M | Add +16.6% |
| LOW Lowe's Cos Inc. | 0.05% | 7,400 | $1.6M | Add +28.7% |
| MO Altria Group Inc. | 0.05% | 35,270 | $1.6M | Reduce -12.1% |
| IWM iShares Russell 2000 ETF | 0.05% | 7,913 | $1.6M | Reduce -8.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 16,092 | $1.6M | Add +5.0% |
| ADI Analog Devices Inc. | 0.05% | 6,904 | $1.6M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 20,453 | $1.6M | Add +12.4% |
| CRM Salesforce Inc. | 0.05% | 6,019 | $1.5M | Add +9.1% |
| MA Mastercard Inc. Class A | 0.05% | 3,504 | $1.5M | Add +46.6% |
| HON Honeywell International Inc. | 0.05% | 7,224 | $1.5M | Add +17.4% |
| CTRA Coterra Energy Inc. | 0.05% | 57,743 | $1.5M | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 8,705 | $1.5M | Add +36.4% |
| FPEI First Trust Institutional PR | 0.05% | 82,019 | $1.5M | Reduce -5.6% |
| IVE iShares S&P 500 Value ETF | 0.05% | 8,229 | $1.5M | Add +120.7% |
| NKE Nike Inc. Class B | 0.04% | 19,707 | $1.5M | Add +6.8% |
| CFLT Confluent Inc. Class A | 0.04% | 50,176 | $1.5M | No change |
| ADM Archer-Daniels-Midland Co. | 0.04% | 24,407 | $1.5M | Add +6.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.04% | 23,781 | $1.5M | Reduce -0.5% |
| SPGI S&P Global Inc. | 0.04% | 3,271 | $1.5M | Add +10.9% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 15,741 | $1.5M | Add +65.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 17,755 | $1.4M | Add +6.5% |
| MSI Motorola Solutions Inc. | 0.04% | 3,734 | $1.4M | Add +7.1% |
| INTU Intuit Inc. | 0.04% | 2,124 | $1.4M | Reduce -9.6% |
| VGT Vanguard Info Tech ETF | 0.04% | 2,376 | $1.4M | Add +3.1% |
| ORLY O'reilly Automotive Inc. | 0.04% | 1,290 | $1.4M | Add +3.9% |
| UNP Union Pacific Corp. | 0.04% | 5,936 | $1.3M | Reduce -13.2% |
| CMF iShares California Muni Bond | 0.04% | 23,584 | $1.3M | Reduce -10.8% |
| JNPR Juniper Networks Inc. | 0.04% | 36,434 | $1.3M | No change |
| MS Morgan Stanley | 0.04% | 13,445 | $1.3M | Add +32.2% |
| EFA iShares MSCI Eafe ETF | 0.04% | 16,670 | $1.3M | Add +6.5% |
| BG Bunge Global SA | 0.04% | 12,160 | $1.3M | Add +0.6% |
| IOT Samsara Inc. Class A | 0.04% | 38,155 | $1.3M | Reduce -43.2% |
| PFE Pfizer Inc. | 0.04% | 45,831 | $1.3M | Add +4.7% |
| CAH Cardinal Health Inc. | 0.04% | 12,907 | $1.3M | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 7,277 | $1.3M | Add +17.4% |
| EEMS iShares MSCI Emerging MKT SM | 0.04% | 20,530 | $1.3M | Reduce -7.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.04% | 19,132 | $1.2M | Add +4.0% |
| COP Conocophillips | 0.04% | 10,605 | $1.2M | Add +0.9% |
| ETN Eaton Corp. PLC | 0.04% | 3,820 | $1.2M | Add +68.8% |
| KLAC KLA Corp. | 0.04% | 1,450 | $1.2M | Add +3.2% |
| MU Micron Technology Inc. | 0.04% | 9,056 | $1.2M | Add +370.4% |
| IAU iShares Gold Trust | 0.04% | 26,873 | $1.2M | Add +9.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 4,799 | $1.2M | Reduce -18.7% |
| L Loews Corp. | 0.04% | 15,542 | $1.2M | Reduce -0.2% |
| CL Colgate-Palmolive Co. | 0.04% | 11,969 | $1.2M | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.04% | 21,145 | $1.2M | Add +0.6% |
| CME Cme Group Inc. | 0.04% | 5,901 | $1.2M | Add +4.9% |
| WFC Wells Fargo & Co. | 0.04% | 19,530 | $1.2M | Add +96.1% |
| RTX RTX Corp. | 0.03% | 11,520 | $1.2M | Reduce -11.3% |
| MRSH Marsh & McLennan Cos | 0.03% | 5,386 | $1.1M | Reduce -26.4% |
| UMMA Wahed Dow Jones Islamic WRLD | 0.03% | 45,593 | $1.1M | Add +2.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.03% | 27,093 | $1.1M | Reduce -1.3% |
| ITM Vaneck Intermediate Muni ETF | 0.03% | 24,274 | $1.1M | No change |
| CNC Centene Corp. | 0.03% | 16,504 | $1.1M | Add +5.4% |
| NOC Northrop Grumman Corp. | 0.03% | 2,484 | $1.1M | Add +8.4% |
| SHW The Sherwin-Williams Co. | 0.03% | 3,624 | $1.1M | Reduce -3.6% |
| NUE Nucor Corp. | 0.03% | 6,834 | $1.1M | Reduce -9.3% |
| SOXX iShares Semiconductor ETF | 0.03% | 4,251 | $1.0M | Reduce -0.3% |
| MGM MGM Resorts International | 0.03% | 23,300 | $1.0M | Add +23.9% |
| BOX Box Inc. Class A | 0.03% | 38,723 | $1.0M | Add +1.3% |
| FISV Fiserv Inc. | 0.03% | 6,785 | $1.0M | Reduce -28.3% |
| COMT iShares Gsci Commodity Dynam | 0.03% | 36,837 | $1.0M | Reduce -11.2% |
| EMB iShares JP Morgan Usd Emergi | 0.03% | 11,212 | $992K | Add +14.1% |
| BX Blackstone Inc. | 0.03% | 7,959 | $985K | Add +5.1% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 5,927 | $974K | Reduce -3.7% |
| MOH Molina Healthcare Inc. | 0.03% | 3,248 | $966K | Add +9.6% |
| PCAR Paccar Inc. | 0.03% | 9,304 | $958K | Reduce -7.0% |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 7,200 | $918K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 6,412 | $915K | Add +41.8% |
| IWD iShares Russell 1000 Value E | 0.03% | 5,245 | $915K | Add +3.7% |
| UBER Uber Technologies Inc. | 0.03% | 12,553 | $912K | Add +4.3% |
| GD General Dynamics Corp. | 0.03% | 3,074 | $892K | Add +10.4% |
| LIN Linde PLC | 0.03% | 2,001 | $878K | Add +4.3% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.03% | 27,960 | $870K | No change |
| ELV Elevance Health Inc. | 0.03% | 1,563 | $847K | Reduce -1.4% |
| GS Goldman Sachs Group Inc. | 0.03% | 1,836 | $831K | Add +54.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.03% | 36,492 | $829K | Add +10.0% |
| PYPL PayPal Holdings Inc. | 0.02% | 13,912 | $807K | Reduce -5.6% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 19,161 | $796K | Add +32.2% |
| VZ Verizon Communications Inc. | 0.02% | 19,281 | $795K | Add +62.8% |
| SCHP Schwab U.S. Tips ETF | 0.02% | 15,161 | $789K | Reduce -1.3% |
| TT Trane Technologies PLC | 0.02% | 2,381 | $783K | Add +26.4% |
| TIP iShares Tips Bond ETF | 0.02% | 7,293 | $779K | Reduce -9.2% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 13,234 | $774K | Reduce -11.7% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 9,515 | $771K | New |
| TXO Txo Partners LP | 0.02% | 37,933 | $765K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 5,882 | $748K | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.02% | 1,675 | $745K | Add +81.9% |
| ITW Illinois Tool Works | 0.02% | 3,131 | $742K | Reduce -23.1% |
| MET Metlife Inc. | 0.02% | 10,481 | $736K | Add +9.8% |
| MAR Marriott International Class A | 0.02% | 3,029 | $732K | Reduce -3.1% |
| IWF iShares Russell 1000 Growth | 0.02% | 1,997 | $728K | Add +7.4% |
| PM Philip Morris International | 0.02% | 7,062 | $716K | Reduce -20.9% |
| MDT Medtronic PLC | 0.02% | 8,941 | $704K | Add +13.6% |
| WM Waste Management Inc. | 0.02% | 3,262 | $696K | Add +0.1% |
| VLTO Veralto Corp. | 0.02% | 7,265 | $694K | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 0.02% | 1,472 | $687K | Add +30.5% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.02% | 10,150 | $684K | No change |
| BBY Best Buy Co. Inc. | 0.02% | 8,115 | $684K | New |
| BSJQ Invesco Bulletshares 2026 HY | 0.02% | 29,492 | $680K | Add +5.7% |
| BSX Boston Scientific Corp. | 0.02% | 8,804 | $678K | Add +1.3% |
| BSJO Invesco Bulletshares 2024 HY | 0.02% | 29,770 | $676K | Add +6.3% |
| BSJP Invesco Bulletshares 2025 HY | 0.02% | 29,447 | $675K | Add +6.3% |
| BSJS Invesco Bulletshares 2028 HY | 0.02% | 31,255 | $671K | Add +7.4% |
| BSJT Invesco Bulletshares 2029 HY | 0.02% | 31,970 | $670K | Add +6.0% |
| C Citigroup Inc. | 0.02% | 10,480 | $665K | Add +37.0% |
| BSJR Invesco Bulletshares 2027 HY | 0.02% | 30,086 | $664K | Add +6.3% |
| TGT Target Corp. | 0.02% | 4,381 | $649K | Add +24.6% |
| TWLO Twilio Inc. Class A | 0.02% | 11,383 | $647K | Add +1.5% |
| HUBG Hub Group Inc. Class A | 0.02% | 15,020 | $647K | Add +82.0% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 5,751 | $646K | Add +4.0% |
| SFM Sprouts Farmers Market Inc. | 0.02% | 7,707 | $645K | Add +17.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.02% | 6,985 | $641K | Add +18.1% |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 16,692 | $633K | Reduce -13.0% |
| ALL Allstate Corp. | 0.02% | 3,952 | $631K | Add +1.5% |
| TMUS T-Mobile US Inc. | 0.02% | 3,570 | $629K | Add +16.2% |
| FTV Fortive Corp. | 0.02% | 8,481 | $628K | No change |
| TDY Teledyne Technologies Inc. | 0.02% | 1,598 | $620K | Reduce -4.8% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.02% | 49,300 | $618K | Reduce -9.9% |
| IBB iShares Biotechnology ETF | 0.02% | 4,493 | $617K | New |
| SGOV iShares 0-3 Month Treasury B | 0.02% | 6,052 | $609K | Add +10.8% |
| O Realty Income Corp. | 0.02% | 11,400 | $602K | Add +158.6% |
| DHI D.R. Horton Inc. | 0.02% | 4,246 | $598K | Add +10.9% |
| GAB Gabelli Equity Trust | 0.02% | 114,937 | $598K | Reduce -0.4% |
| LGLV SPDR US LC Low Vol Idx | 0.02% | 3,905 | $596K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 582 | $595K | Add +33.8% |
| ECL Ecolab Inc. | 0.02% | 2,474 | $589K | Add +34.2% |
| EBAY eBay Inc. | 0.02% | 10,948 | $588K | Add +0.0% |
| WSM Williams-Sonoma Inc. | 0.02% | 2,068 | $584K | Reduce -1.7% |
| NOW ServiceNow Inc. | 0.02% | 741 | $583K | Reduce -45.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.02% | 5,028 | $581K | Add +5.5% |
| CSX CSX Corp. | 0.02% | 17,275 | $578K | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 3,631 | $577K | Add +29.1% |
| EMR Emerson Electric Co. | 0.02% | 5,113 | $563K | Add +24.1% |
| DSGX The Descartes Systems Grp | 0.02% | 5,763 | $558K | No change |
| PRU Prudential Financial Inc. | 0.02% | 4,737 | $555K | Add +37.4% |
| CATY Cathay General Bancorp | 0.02% | 14,681 | $554K | Add +57.6% |
| MLI Mueller Industries Inc. | 0.02% | 9,621 | $548K | Add +34.2% |
| USB US Bancorp | 0.02% | 13,796 | $548K | Add +3.4% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.02% | 6,733 | $546K | Add +8.6% |
| AGG iShares Core U.S. Aggregate | 0.02% | 5,596 | $543K | Add +5.4% |
| PINS Pinterest Inc. Class A | 0.02% | 12,283 | $541K | Reduce -4.0% |
| MCBS Metrocity Bankshares Inc. | 0.02% | 20,451 | $540K | Add +45.4% |
| XLE SS Energy Select Sector | 0.02% | 5,917 | $539K | Reduce -14.1% |
| PLD Prologis Inc. | 0.02% | 4,710 | $529K | Reduce -17.3% |
| EEM iShares MSCI Emerging Market | 0.02% | 12,399 | $528K | No change |
| WIRE Encore Wire Corp. | 0.02% | 1,809 | $524K | Add +25.4% |
| ALHC Alignment Healthcare Inc. | 0.02% | 66,881 | $523K | Reduce -18.5% |
| MPC Marathon Petroleum Corp. | 0.02% | 2,985 | $518K | Reduce -10.4% |
| PFG Principal Financial Group | 0.02% | 6,601 | $518K | Reduce -12.0% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 8,250 | $517K | Add +83.3% |
| VUSB Vanguard Ultra Short Bond Et | 0.02% | 10,418 | $516K | New |
| RWR SS SPDR Dow Jones REIT ETF | 0.02% | 5,520 | $514K | Reduce -21.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 1,309 | $512K | Add +0.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.02% | 9,985 | $512K | Add +120.0% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.02% | 14,713 | $511K | Add +7.4% |
| MDY State Street SPDR S&P Midcap | 0.02% | 950 | $508K | Add +6.2% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 7,731 | $506K | Add +8.3% |
| SHOP Shopify Inc. Class A | 0.02% | 7,619 | $503K | Reduce -34.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 5,609 | $503K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.02% | 3,779 | $500K | No change |
| TPH Tri Pointe Homes Inc. | 0.01% | 13,396 | $499K | Add +53.0% |
| SPGP Invesco S&P 500 Garp ETF | 0.01% | 4,850 | $498K | No change |
| EMN Eastman Chemical Co. | 0.01% | 5,057 | $495K | Add +92.3% |
| OXY Occidental Petroleum Corp. | 0.01% | 7,709 | $486K | Add +10.3% |
| LPG Dorian LPG Ltd. | 0.01% | 11,575 | $486K | Add +35.6% |
| ET Energy Transfer LP | 0.01% | 29,856 | $484K | Reduce -8.8% |
| NWN Northwest Natural Holding Co. | 0.01% | 13,380 | $483K | Add +21.3% |
| IGM iShares Expanded Tech Sector | 0.01% | 5,100 | $481K | No change |
| WAFD Wafd Inc. | 0.01% | 16,789 | $480K | Add +22.2% |
| SANM Sanmina Corp. | 0.01% | 7,215 | $478K | Add +47.2% |
| EPD Enterprise Products Partners | 0.01% | 16,362 | $474K | Add +8.2% |
| DIOD Diodes Inc. | 0.01% | 6,575 | $473K | Add +84.3% |
| PSX Phillips 66 | 0.01% | 3,345 | $472K | Reduce -12.1% |
| ALK Alaska Air Group Inc. | 0.01% | 11,678 | $472K | Add +2.3% |
| UFPI Ufp Industries Inc. | 0.01% | 4,103 | $460K | Add +55.2% |
| PGR Progressive Corp. | 0.01% | 2,210 | $459K | Reduce -6.9% |
| DY Dycom Industries Inc. | 0.01% | 2,700 | $456K | No change |
| SYK Stryker Corp. | 0.01% | 1,330 | $453K | Add +55.6% |
| IWV iShares Russell 3000 ETF | 0.01% | 1,463 | $452K | Reduce -5.2% |
| DHS Wisdomtree US High Dividend | 0.01% | 5,299 | $448K | Reduce -36.4% |
| SO The Southern Co. | 0.01% | 5,737 | $445K | Add +90.7% |
| AEP American Electric Power | 0.01% | 5,069 | $445K | Add +2.1% |
| TXT Textron Inc. | 0.01% | 5,156 | $443K | Add +0.6% |
| IUSV iShares Core S&P U.S. Value | 0.01% | 5,010 | $442K | New |
| SNPS Synopsys Inc. | 0.01% | 741 | $441K | Add +25.8% |
| XLV SS Health Care Select Sector | 0.01% | 3,022 | $440K | Reduce -18.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 9,676 | $439K | Add +52.2% |
| ETD Ethan Allen Interiors Inc. | 0.01% | 15,750 | $439K | Add +52.0% |
| CDNA Caredx Inc. | 0.01% | 28,163 | $437K | No change |
| CMI Cummins Inc. | 0.01% | 1,573 | $436K | Reduce -8.4% |
| SPEM State Street SP PTF Em ETF | 0.01% | 11,469 | $432K | No change |
| NVS Novartis AG-Sponsored ADR | 0.01% | 3,997 | $426K | New |
| MELI MercadoLibre Inc. | 0.01% | 256 | $421K | Reduce -38.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 1,917 | $418K | Add +14.2% |
| MGRC McGrath Rentcorp | 0.01% | 3,815 | $406K | Reduce -29.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 3,621 | $399K | Reduce -11.7% |
| QLD Proshares Ultra QQQ | 0.01% | 3,993 | $399K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 847 | $397K | Reduce -32.3% |
| ITOT iShares Core S&P Total U.S. | 0.01% | 3,330 | $396K | Add +73.3% |
| CVCO Cavco Industries Inc. | 0.01% | 1,142 | $395K | Add +44.2% |
| HDV iShares Core High Dividend E | 0.01% | 3,586 | $390K | No change |
| AXON Axon Enterprise Inc. | 0.01% | 1,308 | $385K | Add +16.3% |
| VONG Vanguard Russell 1000 Growth | 0.01% | 4,091 | $384K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 10,896 | $382K | No change |
| ROK Rockwell Automation Inc. | 0.01% | 1,382 | $381K | Reduce -39.0% |
| FCX Freeport-McMoran Inc. | 0.01% | 7,818 | $380K | Add +26.9% |
| WCN Waste Connections Inc. | 0.01% | 2,162 | $379K | No change |
| BCC Boise Cascade Co. | 0.01% | 3,173 | $378K | Add +58.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.01% | 5,519 | $378K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.01% | 4,827 | $378K | Add +35.7% |
| AWK American Water Works Co. Inc. | 0.01% | 2,867 | $370K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.01% | 8,393 | $370K | Add +31.9% |
| TECK Teck Resources Ltd.-CLS B | 0.01% | 7,727 | $370K | No change |
| RSG Republic Services Inc. | 0.01% | 1,894 | $368K | Reduce -6.1% |
| SCHR Schwab Intermediate-Term US | 0.01% | 7,536 | $368K | New |
| PNC PNC Financial Services Group | 0.01% | 2,362 | $367K | Reduce -13.3% |
| VOX Vanguard Communication Servi | 0.01% | 2,650 | $366K | Add +5.0% |
| MMM 3M Co. | 0.01% | 3,570 | $365K | New |
| OKE Oneok Inc. | 0.01% | 4,420 | $360K | Add +73.3% |
| BR Broadridge Financial Solutio | 0.01% | 1,803 | $355K | Add +0.7% |
| AMP Ameriprise Financial Inc. | 0.01% | 828 | $354K | New |
| VGR Vector Group Ltd. | 0.01% | 33,166 | $351K | Add +64.3% |
| RGP Resources Connection Inc. | 0.01% | 31,485 | $348K | Add +90.0% |
| VLO Valero Energy Corp. | 0.01% | 2,208 | $346K | Add +5.3% |
| CB Chubb Ltd. | 0.01% | 1,353 | $345K | Reduce -7.6% |
| A Agilent Technologies Inc. | 0.01% | 2,638 | $342K | Add +24.4% |
| VXUS Vanguard Total Intl Stock | 0.01% | 5,667 | $342K | Reduce -4.2% |
| TDG Transdigm Group Inc. | 0.01% | 267 | $341K | Reduce -0.7% |
| SLF Sun Life Financial Inc. | 0.01% | 6,932 | $340K | Add +20.0% |
| DVY iShares Select Dividend ETF | 0.01% | 2,794 | $338K | Add +2.8% |
| STRL Sterling Infrastructure Inc. | 0.01% | 2,820 | $334K | Add +25.0% |
| ED Consolidated Edison Inc. | 0.01% | 3,710 | $332K | Reduce -5.1% |
| EXR Extra Space Storage Inc. | 0.01% | 2,134 | $332K | Reduce -7.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.01% | 240 | $331K | No change |
| BIIB Biogen Inc. | 0.01% | 1,422 | $330K | New |
| KMI Kinder Morgan Inc. | 0.01% | 16,550 | $329K | Add +6.4% |
| FTNT Fortinet Inc. | 0.01% | 5,436 | $328K | Reduce -10.3% |
| SUN Sunoco LP | 0.01% | 5,756 | $325K | New |
| PIPR Piper Sandler Cos | 0.01% | 1,410 | $325K | Add +29.0% |
| PAYX Paychex Inc. | 0.01% | 2,732 | $324K | Add +56.6% |
| XLY SS Consumer Disc Select Sect | 0.01% | 1,765 | $322K | Reduce -21.1% |
| SHEL Shell PLC-ADR | 0.01% | 4,446 | $321K | Add +9.7% |
| HDEF Xtrackers MSCI Eafe High Div | 0.01% | 13,143 | $320K | New |
| SMP Standard Motor Prods | 0.01% | 11,555 | $320K | Add +65.2% |
| VVV Valvoline Inc. | 0.01% | 7,380 | $319K | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.01% | 4,860 | $319K | Reduce -0.0% |
| ORI Old Republic Intl Corp. | 0.01% | 10,192 | $315K | Reduce -5.7% |
| GIS General Mills Inc. | 0.01% | 4,976 | $315K | Add +32.4% |
| WPS iShares International Develo | 0.01% | 12,026 | $314K | Reduce -18.6% |
| HBAN Huntington Bancshares Inc. | 0.01% | 23,750 | $313K | Reduce -5.8% |
| IYK iShares US Consumer Staples | 0.01% | 4,734 | $311K | Reduce -0.7% |
| BKNG Booking Holdings Inc. | 0.01% | 78 | $309K | Add +16.4% |
| IYT iShares US Transportation Et | 0.01% | 4,700 | $308K | New |
| APD Air Products & Chemicals Inc. | 0.01% | 1,191 | $307K | Add +2.9% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.01% | 4,343 | $304K | Add +0.2% |
| RWO State Street SPDR Dow Jones | 0.01% | 7,294 | $303K | Reduce -8.1% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.01% | 7,878 | $300K | Reduce -8.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.01% | 1,734 | $297K | Reduce -21.7% |
| XYL Xylem Inc. | 0.01% | 2,151 | $292K | New |
| DAL Delta Air Lines Inc. | 0.01% | 6,141 | $291K | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 318 | $287K | Add +29.8% |
| GPC Genuine Parts Co. | 0.01% | 2,060 | $285K | Reduce -6.8% |
| MKL Markel Group Inc. | 0.01% | 179 | $282K | Add +1.1% |
| PLAB Photronics Inc. | 0.01% | 11,418 | $282K | Add +49.3% |
| ATKR Atkore Inc. | 0.01% | 2,085 | $281K | Add +65.9% |
| TMFG Motley Fool Global Opp | 0.01% | 9,527 | $280K | No change |
| OTTR Otter Tail Corp. | 0.01% | 3,199 | $280K | New |
| CLX Clorox Company | 0.01% | 2,045 | $279K | No change |
| ZTS Zoetis Inc. | 0.01% | 1,589 | $275K | Add +16.5% |
| VONV Vanguard Russell 1000 Value | 0.01% | 3,551 | $272K | No change |
| AMT American Tower Corp. | 0.01% | 1,397 | $272K | New |
| PKW Invesco Buyback Achievers Et | 0.01% | 2,600 | $270K | Add +4.0% |
| SEIC Sei Investments Company | 0.01% | 4,160 | $269K | Add +1.0% |
| BSM Black Stone Minerals LP | 0.01% | 17,000 | $266K | Reduce -6.3% |
| SCHK Schwab 1000 Index ETF | 0.01% | 5,073 | $265K | Add +4.7% |
| WELL Welltower Inc. | 0.01% | 2,516 | $262K | Add +15.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 2,035 | $261K | New |
| FIVN FIVE9 Inc. | 0.01% | 5,884 | $259K | No change |
| LH Labcorp Holdings Inc. | 0.01% | 1,243 | $253K | New |
| ROM Proshares Ultra Technology | 0.01% | 3,622 | $253K | No change |
| DHIL Diamond Hill Investment Grp | 0.01% | 1,794 | $253K | New |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 2,615 | $251K | Reduce -5.4% |
| JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP | 0.01% | 2,611 | $248K | No change |
| SRE Sempra | 0.01% | 3,258 | $248K | New |
| SCHM Schwab US Mid Cap ETF | 0.01% | 3,183 | $248K | Reduce -17.4% |
| IGV iShares Expanded Tech-Softwa | 0.01% | 2,845 | $247K | No change |
| HWM Howmet Aerospace Inc. | 0.01% | 3,176 | $247K | New |
| AI C3.AI Inc. Class A | 0.01% | 8,412 | $244K | Add +12.1% |
| MATX Matson Inc. | 0.01% | 1,856 | $243K | New |
| GLD SPDR Gold Shares | 0.01% | 1,130 | $243K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 4,036 | $242K | Add +11.1% |
| VXF Vanguard Extended Market ETF | 0.01% | 1,429 | $241K | Reduce -4.2% |
| AEE Ameren Corporation | 0.01% | 3,388 | $241K | Add +23.7% |
| CHRD Chord Energy Corp. | 0.01% | 1,435 | $241K | New |
| XLF SS Financial Select Sector | 0.01% | 5,823 | $239K | New |
| DPZ Domino's Pizza Inc. | 0.01% | 463 | $239K | Reduce -30.2% |
| AME Ametek Inc. | 0.01% | 1,429 | $238K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 2,700 | $238K | New |
| RWX State Street SPDR Dow Jones | 0.01% | 9,886 | $237K | Reduce -9.1% |
| TTE Totalenergies SE -Spon ADR | 0.01% | 3,526 | $235K | New |
| ARCB Arcbest Corp. | 0.01% | 2,192 | $235K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 2,915 | $234K | No change |
| NTAP Netapp Inc. | 0.01% | 1,798 | $232K | New |
| HRL Hormel Foods Corp. | 0.01% | 7,582 | $231K | Reduce -5.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 602 | $231K | New |
| MTRN Materion Corp. | 0.01% | 2,133 | $231K | No change |
| PSA Public Storage | 0.01% | 796 | $229K | Reduce -22.3% |
| AVY Avery Dennison Corp. | 0.01% | 1,039 | $227K | Add +15.4% |
| DUK Duke Energy Corp. | 0.01% | 2,265 | $227K | Reduce -48.6% |
| TMHC Taylor Morrison Home Corp. | 0.01% | 4,082 | $226K | New |
| CDNS Cadence Design SYS Inc. | 0.01% | 730 | $225K | New |
| BITO Proshares Bitcoin ETF-Usd | 0.01% | 9,969 | $224K | Add +0.1% |
| LVS Las Vegas Sands Corp. | 0.01% | 5,000 | $221K | No change |
| XYZ Block Inc. | 0.01% | 3,429 | $221K | Reduce -10.6% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.01% | 3,241 | $220K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.01% | 4,280 | $219K | Reduce -51.3% |
| APH Amphenol Corp. Class A | 0.01% | 3,254 | $219K | New |
| GOF Guggenheim Strategic Opport | 0.01% | 14,539 | $217K | No change |
| DFS Discover Financial Services | 0.01% | 1,643 | $215K | New |
| OC Owens Corning | 0.01% | 1,234 | $214K | Reduce -12.1% |
| INDA iShares MSCI India ETF | 0.01% | 3,830 | $214K | Reduce -9.3% |
| BKE The Buckle Inc. | 0.01% | 5,730 | $212K | New |
| BN Brookfield Corp. | 0.01% | 5,075 | $211K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.01% | 2,300 | $209K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 1,841 | $209K | New |
| TEL Te Connectivity Ltd. | 0.01% | 1,383 | $208K | New |
| GEV GE Vernova Inc. | 0.01% | 1,213 | $208K | Add +72.5% |
| MRNA Moderna Inc. | 0.01% | 1,745 | $207K | New |
| HIMS Hims & Hers Health Inc. | 0.01% | 10,221 | $206K | New |
| IDXX Idexx Laboratories Inc. | 0.01% | 422 | $206K | Add +2.4% |
| CTAS Cintas Corp. | 0.01% | 292 | $204K | New |
| SRLN SS Blackstone Sr Loan ETF | 0.01% | 4,887 | $204K | New |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.01% | 3,718 | $202K | New |
| LHX L3HARRIS Technologies Inc. | 0.01% | 896 | $201K | New |
| GVI iShares Intermediate Governm | 0.01% | 1,936 | $201K | Add +0.2% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 643 | $201K | New |
| HSY The Hershey Co. | 0.01% | 1,088 | $200K | Reduce -30.7% |
| CFB Crossfirst Bankshares Inc. | 0.01% | 14,122 | $198K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 14,000 | $180K | Add +40.0% |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 14,840 | $179K | Add +8.0% |
| ATEC Alphatec Holdings Inc. | 0.01% | 16,612 | $174K | New |
| ETB Eaton Vance T/M Buy-WRT Inc. | 0.00% | 10,837 | $153K | No change |
| ASTL Algoma Steel Group Inc. | 0.00% | 21,773 | $152K | New |
| SFL SFL Corp. Ltd. | 0.00% | 10,786 | $150K | New |
| HCAT Health Catalyst Inc. | 0.00% | 21,176 | $135K | New |
| FFWM First Foundation Inc. | 0.00% | 19,762 | $129K | No change |
| OMER Omeros Corp. | 0.00% | 30,000 | $122K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 18,289 | $111K | No change |
| TEEKAY CORPORATION | 0.00% | 10,401 | $93K | New |
| CYH Community Health Systems Inc. | 0.00% | 25,858 | $87K | Add +66.0% |
| MULTIPLAN CORP | 0.00% | 153,878 | $60K | Add +237.1% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.00% | 10,118 | $59K | New |
| CLNE Clean Energy Fuels Corp. | 0.00% | 21,532 | $57K | Add +12.7% |
| SAN Banco Santander SA-Spon ADR | 0.00% | 12,354 | $57K | New |
| NIO Nio Inc. - ADR | 0.00% | 13,278 | $55K | Reduce -0.1% |
| XERS Xeris Biopharma Holdings Inc. | 0.00% | 13,650 | $31K | No change |
| OPK Opko Health Inc. | 0.00% | 21,800 | $27K | No change |
| CBAT Cbak Energy Technology Inc. | 0.00% | 10,250 | $14K | No change |