| SCHX Schwab US Large-Cap ETF | 16.54% | 1,764,693 | $109.5M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 10.22% | 140,822 | $67.7M | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 6.78% | 738,885 | $44.9M | Add +5.1% |
| SCHO Schwab Short-Term US Treas | 5.54% | 761,457 | $36.7M | Add +23.1% |
| SGOV iShares 0-3 Month Treasury B | 5.27% | 346,608 | $34.9M | Add +74.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.64% | 58,523 | $30.7M | Reduce -3.7% |
| IVV iShares Core S&P 500 ETF | 4.12% | 51,884 | $27.3M | Add +20.6% |
| IJR iShares Core S&P Small-Cap E | 1.82% | 109,239 | $12.1M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.72% | 43,780 | $11.4M | Reduce -9.1% |
| VYM Vanguard High DVD Yield ETF | 1.71% | 93,825 | $11.4M | Add +1558.9% |
| AAPL Apple Inc. | 1.60% | 61,621 | $10.6M | Reduce -0.7% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 1.29% | 289,384 | $8.5M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.24% | 32,859 | $8.2M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.24% | 45,449 | $8.2M | Reduce -5.6% |
| MSFT Microsoft Corp. | 1.21% | 19,077 | $8.0M | Add +0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.97% | 110,427 | $6.4M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.92% | 40,412 | $6.1M | Reduce -1.0% |
| JMSB John Marshall Bancorp Inc. | 0.90% | 333,980 | $6.0M | No change |
| VTIP Vanguard Short-Term Tips | 0.87% | 120,333 | $5.8M | New |
| AGG iShares Core U.S. Aggregate | 0.81% | 54,859 | $5.4M | Add +219336.0% |
| EFA iShares MSCI Eafe ETF | 0.75% | 62,259 | $5.0M | Add +2707.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.73% | 112,327 | $4.8M | Reduce -7.5% |
| IWM iShares Russell 2000 ETF | 0.69% | 21,579 | $4.5M | Add +60.1% |
| JPM JPMorgan Chase & Co. | 0.63% | 20,905 | $4.2M | Add +2.1% |
| IDV iShares International Select | 0.61% | 144,764 | $4.1M | New |
| PJAN Innovator U.S. Equity Power | 0.61% | 102,816 | $4.0M | Add +78.2% |
| LLY Eli Lilly & Co. | 0.49% | 4,183 | $3.3M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 7,713 | $3.2M | Add +1.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.47% | 73,023 | $3.1M | New |
| IAU iShares Gold Trust | 0.45% | 71,042 | $3.0M | New |
| V Visa Inc. Class A | 0.45% | 10,665 | $3.0M | Reduce -6.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.44% | 54,551 | $2.9M | Reduce -2.9% |
| IWD iShares Russell 1000 Value E | 0.43% | 16,004 | $2.9M | Reduce -0.3% |
| DHR Danaher Corp. | 0.43% | 11,306 | $2.8M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 0.42% | 34,835 | $2.8M | New |
| HD Home Depot Inc. | 0.42% | 7,230 | $2.8M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 7,773 | $2.7M | Reduce -0.2% |
| ICF iShares Select U.S. REIT ETF | 0.40% | 45,538 | $2.6M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 11,118 | $2.5M | Reduce -1.6% |
| VEA Vanguard Ftse Developed ETF | 0.37% | 49,145 | $2.5M | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.37% | 5,076 | $2.5M | Reduce -2.1% |
| MRK Merck & Co. Inc. | 0.37% | 18,379 | $2.4M | Add +5.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.36% | 38,497 | $2.4M | Add +92.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.34% | 11,600 | $2.2M | Add +263.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 12,117 | $2.0M | Reduce -0.9% |
| PEP Pepsico Inc. | 0.30% | 11,166 | $2.0M | Add +0.8% |
| MLM Martin Marietta Materials | 0.28% | 3,001 | $1.8M | Add +2.2% |
| NVDA Nvidia Corp. | 0.27% | 2,002 | $1.8M | Reduce -7.8% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 42,931 | $1.8M | Reduce -5.9% |
| MCD McDonald's Corp. | 0.27% | 6,321 | $1.8M | Reduce -0.1% |
| KXI iShares Global Consumer Stap | 0.25% | 26,941 | $1.6M | New |
| PICK iShares MSCI Global Metals & | 0.24% | 38,524 | $1.6M | New |
| COST Costco Wholesale Corp. | 0.24% | 2,148 | $1.6M | Add +1.6% |
| BRO Brown & Brown Inc. | 0.22% | 16,980 | $1.5M | Reduce -0.0% |
| DFAI Dimensional International Co. | 0.22% | 48,185 | $1.5M | Add +4.3% |
| IWF iShares Russell 1000 Growth | 0.22% | 4,274 | $1.4M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 8,440 | $1.4M | Add +14.3% |
| NEE Nextera Energy Inc. | 0.21% | 22,234 | $1.4M | Add +2.8% |
| JNJ Johnson & Johnson | 0.21% | 8,904 | $1.4M | Add +23.7% |
| SCHF Schwab Intl Equity ETF | 0.21% | 35,632 | $1.4M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.21% | 7,584 | $1.4M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.21% | 11,687 | $1.4M | Add +12.9% |
| YUM Yum! Brands Inc. | 0.20% | 9,748 | $1.4M | Reduce -0.5% |
| GDX Vaneck Gold Miners ETF | 0.20% | 41,437 | $1.3M | Add +828640.0% |
| LH Laboratory CRP of Amer Hldgs | 0.19% | 5,856 | $1.3M | Reduce -2.2% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,570 | $1.3M | Reduce -2.1% |
| IUSV iShares Core S&P U.S. Value | 0.19% | 13,787 | $1.2M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.19% | 936 | $1.2M | Reduce -8.7% |
| SYK Stryker Corp. | 0.18% | 3,352 | $1.2M | Add +4.3% |
| IEMG iShares Core MSCI Emerging | 0.18% | 23,062 | $1.2M | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.18% | 4,595 | $1.2M | Reduce -1.5% |
| SCHB Schwab US Broad Market ETF | 0.18% | 19,181 | $1.2M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.17% | 6,987 | $1.1M | Add +8.9% |
| ETN Eaton Corp. PLC | 0.17% | 3,548 | $1.1M | Reduce -21.4% |
| DUK Duke Energy Corp. | 0.16% | 11,164 | $1.1M | Reduce -0.0% |
| MCO Moody's Corp. | 0.16% | 2,742 | $1.1M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 0.16% | 6,970 | $1.1M | Add +1.7% |
| RTX RTX Corp. | 0.16% | 10,541 | $1.0M | Add +4.0% |
| VHT Vanguard Health Care ETF | 0.15% | 3,705 | $1.0M | New |
| ACGL Arch Capital Group Ltd. | 0.15% | 10,666 | $986K | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.15% | 2,829 | $981K | Reduce -2.1% |
| CSCO Cisco Systems Inc. | 0.14% | 19,156 | $956K | Add +1.9% |
| NOC Northrop Grumman Corp. | 0.14% | 1,958 | $937K | Add +20.2% |
| AXP American Express Co. | 0.14% | 4,041 | $920K | Reduce -1.9% |
| KNSL Kinsale Capital Group Inc. | 0.14% | 1,751 | $919K | No change |
| ELV Elevance Health Inc. | 0.13% | 1,656 | $859K | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 8,358 | $848K | Add +11.3% |
| AMAT Applied Materials Inc. | 0.13% | 4,040 | $833K | Reduce -0.2% |
| ROK Rockwell Automation Inc. | 0.13% | 2,853 | $831K | Add +0.6% |
| DHI D.R. Horton Inc. | 0.13% | 5,048 | $831K | Reduce -2.2% |
| MAR Marriott International Class A | 0.12% | 3,270 | $825K | Reduce -0.7% |
| SLV iShares Silver Trust | 0.12% | 35,924 | $817K | Add +3492.4% |
| URI United Rentals Inc. | 0.12% | 1,123 | $810K | Reduce -0.1% |
| SNPS Synopsys Inc. | 0.12% | 1,383 | $790K | Reduce -6.0% |
| GDXJ Vaneck Junior Gold Miners | 0.12% | 20,276 | $786K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 2,992 | $780K | Reduce -1.3% |
| DAPP Vaneck Digital Transformatio | 0.11% | 65,321 | $761K | New |
| BNL Broadstone Net Lease Inc. | 0.11% | 47,930 | $755K | Add +11.5% |
| EPD Enterprise Products Partners | 0.11% | 25,850 | $754K | Add +47.9% |
| AMGN Amgen Inc. | 0.11% | 2,647 | $753K | Add +4.2% |
| ADP Automatic Data Processing | 0.11% | 2,882 | $723K | Add +1.9% |
| APD Air Products & Chemicals Inc. | 0.11% | 2,945 | $716K | Reduce -3.8% |
| SCHA Schwab US Small-Cap ETF | 0.11% | 14,522 | $715K | Add +1.0% |
| TREX Trex Company Inc. | 0.11% | 7,077 | $706K | Reduce -2.8% |
| ROP Roper Technologies Inc. | 0.11% | 1,258 | $706K | Reduce -5.3% |
| CVX Chevron Corp. | 0.10% | 4,353 | $687K | Add +0.2% |
| KMI Kinder Morgan Inc. | 0.10% | 37,062 | $680K | Add +14.9% |
| ICE Intercontinental Exchange Inc. | 0.10% | 4,892 | $672K | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.10% | 4,457 | $662K | Add +1.4% |
| CMG Chipotle Mexican Grill Inc. | 0.10% | 226 | $657K | Reduce -2.2% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 7,714 | $628K | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.09% | 1,702 | $624K | Reduce -1.7% |
| DVY iShares Select Dividend ETF | 0.09% | 5,055 | $623K | Reduce -1.0% |
| CMCSA Comcast Corp. Class A | 0.09% | 14,305 | $620K | Add +1.0% |
| MA Mastercard Inc. Class A | 0.09% | 1,279 | $616K | Add +15.8% |
| ADBE Adobe Inc. | 0.09% | 1,214 | $613K | Reduce -0.3% |
| HON Honeywell International Inc. | 0.09% | 2,974 | $610K | Reduce -1.9% |
| ORCL Oracle Corp. | 0.09% | 4,579 | $575K | Add +13.2% |
| CRM Salesforce Inc. | 0.09% | 1,879 | $566K | Add +5.1% |
| TSLA Tesla Inc. | 0.08% | 3,099 | $545K | Reduce -16.0% |
| LMT Lockheed Martin Corp. | 0.08% | 1,179 | $536K | Add +7.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.08% | 1,729 | $527K | New |
| KO The Coca-Cola Co. | 0.08% | 8,519 | $525K | Add +4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 4,199 | $514K | Add +55.2% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 9,347 | $507K | Reduce -15.2% |
| WFC Wells Fargo & Co. | 0.08% | 8,701 | $504K | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.08% | 1,953 | $497K | Add +20.8% |
| VXF Vanguard Extended Market ETF | 0.07% | 2,825 | $495K | Reduce -7.2% |
| VMC Vulcan Materials Co. | 0.07% | 1,796 | $490K | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.07% | 1,699 | $483K | Add +9.8% |
| FAST Fastenal Co. | 0.07% | 6,242 | $482K | Add +25.8% |
| IWN iShares Russell 2000 Value E | 0.07% | 2,956 | $469K | No change |
| NOW ServiceNow Inc. | 0.07% | 598 | $456K | Add +4.0% |
| UNP Union Pacific Corp. | 0.07% | 1,852 | $455K | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 780 | $454K | Add +6.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.07% | 2,885 | $450K | Add +1502.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 5,334 | $446K | Reduce -2.3% |
| NFLX Netflix Inc. | 0.07% | 733 | $445K | Reduce -0.5% |
| INTC Intel Corp. | 0.07% | 9,841 | $435K | Add +0.8% |
| CB Chubb Ltd. | 0.06% | 1,646 | $427K | Reduce -2.1% |
| PFE Pfizer Inc. | 0.06% | 14,956 | $415K | Reduce -12.1% |
| DGRO iShares Core Dividend Growth | 0.06% | 7,064 | $410K | Add +28.3% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 5,812 | $409K | Add +2.6% |
| TRV The Travelers Cos Inc. | 0.06% | 1,770 | $407K | Reduce -0.1% |
| ABT Abbott Laboratories | 0.06% | 3,548 | $403K | Add +3.4% |
| APH Amphenol Corp. Class A | 0.06% | 3,481 | $402K | Reduce -2.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.06% | 15,667 | $396K | Reduce -0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 1,667 | $393K | Add +1212.6% |
| PMAY Innovator U.S. Equity Power | 0.06% | 11,823 | $384K | No change |
| TGT Target Corp. | 0.06% | 2,130 | $377K | Reduce -3.6% |
| WMT Walmart Inc. | 0.06% | 6,228 | $376K | Reduce -0.5% |
| MCHP Microchip Technology Inc. | 0.06% | 4,186 | $376K | Reduce -3.0% |
| BLK BlackRock Finance Inc. | 0.06% | 449 | $374K | Reduce -0.2% |
| SCHW Schwab (charles) Corp. | 0.06% | 5,158 | $373K | Reduce -0.3% |
| EMR Emerson Electric Co. | 0.06% | 3,228 | $366K | Reduce -3.0% |
| GD General Dynamics Corp. | 0.05% | 1,269 | $358K | Reduce -0.2% |
| CL Colgate-Palmolive Co. | 0.05% | 3,936 | $354K | Add +2.1% |
| GE General Electric | 0.05% | 2,002 | $351K | Add +59.0% |
| MPC Marathon Petroleum Corp. | 0.05% | 1,741 | $351K | Reduce -0.2% |
| BX Blackstone Inc. | 0.05% | 2,650 | $348K | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 861 | $343K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 8,928 | $339K | Reduce -0.8% |
| YUMC Yum China Holdings Inc. | 0.05% | 8,505 | $338K | Reduce -2.3% |
| CSX CSX Corp. | 0.05% | 9,102 | $337K | Reduce -1.3% |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,740 | $325K | Add +3.0% |
| ITW Illinois Tool Works | 0.05% | 1,195 | $322K | Add +28.6% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 3,784 | $318K | No change |
| J Jacobs Solutions Inc. | 0.05% | 2,030 | $312K | Reduce -8.3% |
| ECL Ecolab Inc. | 0.04% | 1,271 | $294K | Reduce -0.2% |
| MELI MercadoLibre Inc. | 0.04% | 184 | $278K | No change |
| VAW Vanguard Materials ETF | 0.04% | 1,350 | $276K | No change |
| SHOP Shopify Inc. Class A | 0.04% | 3,550 | $274K | Reduce -4.0% |
| FTV Fortive Corp. | 0.04% | 3,147 | $271K | Reduce -1.3% |
| MDT Medtronic PLC | 0.04% | 3,061 | $269K | Add +2.9% |
| CSM Proshares Large Cap Core Plu | 0.04% | 4,382 | $266K | No change |
| XLE SS Energy Select Sector | 0.04% | 2,690 | $254K | Add +6.8% |
| TFC Truist Financial Corp. | 0.04% | 6,434 | $251K | Reduce -0.2% |
| MSI Motorola Solutions Inc. | 0.04% | 693 | $247K | Reduce -0.1% |
| NKE Nike Inc. Class B | 0.04% | 2,595 | $245K | Add +6.2% |
| SMB Vaneck Short Muni ETF | 0.04% | 14,323 | $244K | No change |
| SCHG Schwab US Large-Cap Growth | 0.04% | 2,628 | $244K | Reduce -8.8% |
| VRSK Verisk Analytics Inc. | 0.04% | 995 | $235K | Reduce -7.6% |
| DLTR Dollar Tree Inc. | 0.04% | 1,750 | $233K | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 1,216 | $232K | Add +83.4% |
| ANET Arista Networks Inc. | 0.04% | 800 | $232K | Reduce -0.3% |
| AMT American Tower Corp. | 0.04% | 1,174 | $232K | Reduce -4.8% |
| DGX Quest Diagnostics Inc. | 0.04% | 1,739 | $231K | No change |
| LRCX Lam Research Corp. | 0.03% | 234 | $228K | Reduce -0.4% |
| PH Parker Hannifin Corp. | 0.03% | 406 | $226K | Reduce -25.5% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 2,415 | $225K | No change |
| BKNG Booking Holdings Inc. | 0.03% | 61 | $221K | Add +64.9% |
| VLTO Veralto Corp. | 0.03% | 2,472 | $219K | Reduce -17.1% |
| FVCB Fvcbankcorp Inc. | 0.03% | 17,850 | $217K | No change |
| CMI Cummins Inc. | 0.03% | 737 | $217K | Reduce -9.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.03% | 1,638 | $217K | Add +3.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.03% | 2,563 | $213K | Add +1.9% |
| SHW The Sherwin-Williams Co. | 0.03% | 604 | $210K | Reduce -0.3% |
| LEU Centrus Energy Corp. Class A | 0.03% | 5,000 | $208K | No change |
| LHX L3HARRIS Technologies Inc. | 0.03% | 971 | $207K | Add +38.1% |
| CVS CVS Health Corp. | 0.03% | 2,592 | $207K | Reduce -22.1% |
| IWO iShares Russell 2000 Growth | 0.03% | 746 | $202K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 1,223 | $201K | No change |
| LDOS Leidos Holdings Inc. | 0.03% | 1,497 | $196K | Add +0.1% |
| CBRE CBRE Group Inc. Class A | 0.03% | 2,017 | $196K | Reduce -0.2% |
| FULT Fulton Financial Corp. | 0.03% | 11,979 | $192K | No change |
| MAS Masco Corp. | 0.03% | 2,348 | $185K | Add +87.8% |
| TXN Texas Instruments Inc. | 0.03% | 1,059 | $184K | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 412 | $183K | Add +1.7% |
| RNW Renew Energy Global PLC-A | 0.03% | 30,000 | $180K | No change |
| MTCH Match Group Inc. | 0.03% | 4,846 | $176K | Reduce -1.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.03% | 3,459 | $173K | Add +8.8% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 1,310 | $164K | Add +2325.9% |
| BA The Boeing Co. | 0.02% | 833 | $161K | Add +0.6% |
| VZ Verizon Communications Inc. | 0.02% | 3,775 | $158K | Reduce -6.6% |
| MCK McKesson Corp. | 0.02% | 294 | $158K | Reduce -0.3% |
| TMUS T-Mobile US Inc. | 0.02% | 951 | $155K | Reduce -3.0% |
| QDF NT Qual Div ETF | 0.02% | 2,350 | $155K | No change |
| COF Capital One Financial Corp. | 0.02% | 1,040 | $155K | Reduce -9.1% |
| SCHD Schwab US DVD Equity ETF | 0.02% | 1,894 | $153K | Add +1.8% |
| UBSI United Bankshares Inc. | 0.02% | 4,159 | $150K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.02% | 1,460 | $148K | No change |
| ILMN Illumina Inc. | 0.02% | 1,071 | $147K | Reduce -0.3% |
| TYL Tyler Technologies Inc. | 0.02% | 346 | $147K | No change |
| PSX Phillips 66 | 0.02% | 900 | $147K | Reduce -0.4% |
| PSA Public Storage | 0.02% | 504 | $146K | Add +1.0% |
| COO The Cooper Cos Inc. | 0.02% | 1,440 | $146K | Reduce -0.3% |
| ITA iShares U.S. Aerospace & Def | 0.02% | 1,103 | $146K | No change |
| VLO Valero Energy Corp. | 0.02% | 850 | $145K | Reduce -0.3% |
| SASR Sandy Spring Bancorp Inc. | 0.02% | 6,239 | $145K | No change |
| SPGI S&P Global Inc. | 0.02% | 335 | $143K | Add +119.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 2,421 | $142K | No change |
| TOWN Towne Bank | 0.02% | 5,000 | $142K | Reduce -16.7% |
| ISRG Intuitive Surgical Inc. | 0.02% | 350 | $140K | Reduce -6.2% |
| MDY State Street SPDR S&P Midcap | 0.02% | 250 | $139K | No change |
| CNQ Canadian Natural Resources | 0.02% | 1,800 | $139K | No change |
| PGR Progressive Corp. | 0.02% | 668 | $138K | Reduce -8.6% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 1,631 | $138K | Add +114.9% |
| FISV Fiserv Inc. | 0.02% | 859 | $137K | Reduce -2.6% |
| MTN Vail Resorts Inc. | 0.02% | 610 | $137K | No change |
| GLD SPDR Gold Shares | 0.02% | 659 | $136K | Add +67.7% |
| AWK American Water Works Co. Inc. | 0.02% | 1,099 | $134K | Reduce -0.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 2,307 | $133K | Reduce -0.3% |
| LIN Linde PLC | 0.02% | 286 | $133K | Reduce -1.4% |
| WSO Watsco Inc. | 0.02% | 305 | $132K | No change |
| GIS General Mills Inc. | 0.02% | 1,860 | $130K | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 1,745 | $130K | Reduce -1.9% |
| EGP Eastgroup Properties Inc. | 0.02% | 714 | $128K | No change |
| REGN Regeneron Pharmaceuticals | 0.02% | 133 | $128K | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 306 | $128K | Reduce -0.7% |
| CDNS Cadence Design SYS Inc. | 0.02% | 409 | $127K | Reduce -0.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 1,025 | $125K | Reduce -0.3% |
| LYB Lyondellbasell Indu Class A | 0.02% | 1,219 | $125K | Add +7.0% |
| MMM 3M Co. | 0.02% | 1,159 | $123K | Reduce -15.2% |
| CRSP Crispr Therapeutics AG | 0.02% | 1,797 | $122K | No change |
| TPYP Managed Portfolio Series | 0.02% | 4,330 | $121K | No change |
| EMC GLB X Emrg MRKT GRT Cnsumr | 0.02% | 4,595 | $120K | Reduce -15.9% |
| RODM Hartford Multifact Dev MRKT | 0.02% | 4,283 | $120K | Reduce -1.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 913 | $119K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 1,541 | $118K | Add +34.6% |
| IFGL iShares International Develo | 0.02% | 5,547 | $118K | New |
| CLX Clorox Company | 0.02% | 753 | $115K | Add +0.3% |
| JBL Jabil Inc. | 0.02% | 858 | $115K | No change |
| CBOE Cboe Global Markets Inc. | 0.02% | 622 | $114K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 1,000 | $114K | No change |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,176 | $114K | Add +9.3% |
| USB US Bancorp | 0.02% | 2,511 | $113K | Add +43.6% |
| CARR Carrier Global Corp. | 0.02% | 1,945 | $113K | Reduce -0.4% |
| STZ Constellation Brands Inc. Class A | 0.02% | 414 | $113K | Reduce -0.2% |
| AUB Atlantic Union Bankshares Co. | 0.02% | 3,096 | $109K | No change |
| GTLS Chart Industries Inc. | 0.02% | 652 | $107K | No change |
| GOOD Gladstone Commercial Corp. | 0.02% | 7,690 | $106K | Add +82.4% |
| QCOM Qualcomm Inc. | 0.02% | 626 | $106K | Reduce -2.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.02% | 1,028 | $106K | Add +0.2% |
| PRU Prudential Financial Inc. | 0.02% | 900 | $106K | Reduce -0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 1,600 | $105K | No change |
| BIP Brookfield Infrastructure Pa | 0.02% | 3,200 | $100K | Add +814.3% |
| SNOW Snowflake Inc. | 0.01% | 614 | $99K | No change |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.01% | 2,310 | $99K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 534 | $98K | No change |
| SBUX Starbucks Corp. | 0.01% | 1,048 | $96K | Add +88.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 2,663 | $95K | No change |
| WSM Williams-Sonoma Inc. | 0.01% | 300 | $95K | No change |
| AES AES Corp. | 0.01% | 5,300 | $95K | No change |
| SYY Sysco Corp. | 0.01% | 1,150 | $93K | Reduce -0.4% |
| GEHC GE Healthcare Technology | 0.01% | 1,021 | $93K | Add +26.1% |
| PM Philip Morris International | 0.01% | 1,003 | $93K | Reduce -1.4% |
| GM General Motors Co. | 0.01% | 2,025 | $92K | Reduce -0.6% |
| DFUV Dimensional US Marketwide Va | 0.01% | 2,176 | $89K | No change |
| D Dominion Energy Inc. | 0.01% | 1,802 | $89K | Add +7.8% |
| ODFL Old Dominion Freight Line | 0.01% | 400 | $88K | Reduce -0.5% |
| HUBB Hubbell Inc. | 0.01% | 210 | $87K | Reduce -0.5% |
| BALL Ball Corp. | 0.01% | 1,290 | $87K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 872 | $87K | Add +5.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 300 | $86K | No change |
| KHC The Kraft Heinz Co. | 0.01% | 2,326 | $86K | Add +521.9% |
| UTHR United Therapeutics Corp. | 0.01% | 373 | $86K | No change |
| COR Cencora Inc. | 0.01% | 350 | $85K | Reduce -0.6% |
| DES Wisdomtree US Smallcap Divid | 0.01% | 2,590 | $85K | No change |
| MO Altria Group Inc. | 0.01% | 1,879 | $83K | Reduce -33.2% |
| BLDR Builders Firstsource Inc. | 0.01% | 400 | $83K | Reduce -0.5% |
| CME Cme Group Inc. | 0.01% | 386 | $83K | Reduce -0.8% |
| EXP Eagle Materials Inc. | 0.01% | 300 | $82K | No change |
| AYI Acuity Inc. | 0.01% | 300 | $81K | No change |
| FNV Franco-Nevada Corp. | 0.01% | 676 | $81K | Add +48.6% |
| AEP American Electric Power | 0.01% | 935 | $80K | Add +4821.1% |
| DE Deere & Co. | 0.01% | 193 | $79K | Reduce -1.0% |
| OC Owens Corning | 0.01% | 475 | $79K | No change |
| DLR Digital Realty Trust Inc. | 0.01% | 546 | $79K | Reduce -0.6% |
| GL Globe Life Inc. | 0.01% | 675 | $79K | No change |
| TEAM Atlassian Corp. Class A | 0.01% | 400 | $78K | No change |
| BGR BlackRock Enrgy & Res TR | 0.01% | 5,800 | $77K | No change |
| PCAR Paccar Inc. | 0.01% | 616 | $76K | Reduce -0.8% |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 3,500 | $76K | Reduce -4.5% |
| XLV SS Health Care Select Sector | 0.01% | 513 | $76K | No change |
| MKL Markel Group Inc. | 0.01% | 49 | $75K | New |
| UL Unilever PLC | 0.01% | 1,485 | $75K | No change |
| NXPI NXP Semiconductors NV | 0.01% | 288 | $72K | Add +14300.0% |
| BN Brookfield Corp. | 0.01% | 1,699 | $71K | New |
| EA Electronic Arts Inc. | 0.01% | 535 | $71K | Reduce -0.6% |
| DD Dupont DE Nemours Inc. | 0.01% | 922 | $71K | Reduce -0.5% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 1,160 | $68K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 1,010 | $68K | Reduce -1.0% |
| HACK Amplify Cybersecurity ETF | 0.01% | 1,055 | $68K | New |
| PHYS Sprott Physical Gold Trust | 0.01% | 3,906 | $68K | Add +567.7% |
| MATX Matson Inc. | 0.01% | 600 | $67K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.01% | 780 | $67K | Reduce -6.5% |
| PNOV Innovator U.S. Equity Power | 0.01% | 1,890 | $67K | No change |
| GPC Genuine Parts Co. | 0.01% | 426 | $66K | Reduce -1.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 740 | $65K | New |
| AMP Ameriprise Financial Inc. | 0.01% | 148 | $65K | Reduce -0.7% |
| KMB Kimberly-Clark Corp. | 0.01% | 491 | $64K | Add +0.6% |
| AME Ametek Inc. | 0.01% | 345 | $63K | Reduce -0.6% |
| EME Emcor Group Inc. | 0.01% | 180 | $63K | No change |
| SSO Proshares Ultra S&P500 | 0.01% | 800 | $62K | No change |
| AMWD American Woodmark Corp. | 0.01% | 600 | $61K | No change |
| PAYC Paycom Software Inc. | 0.01% | 300 | $60K | No change |
| MET Metlife Inc. | 0.01% | 800 | $59K | Reduce -1.1% |
| BWA Borgwarner Inc. | 0.01% | 1,700 | $59K | Add +41.7% |
| KEYS Keysight Technologies Inc. | 0.01% | 376 | $59K | Add +18700.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 670 | $59K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.01% | 601 | $57K | No change |
| GLW Corning Inc. | 0.01% | 1,695 | $56K | Reduce -0.7% |
| PLD Prologis Inc. | 0.01% | 425 | $55K | Reduce -1.9% |
| PHM Pultegroup Inc. | 0.01% | 455 | $55K | Reduce -0.7% |
| VGK Vanguard Ftse Europe ETF | 0.01% | 800 | $54K | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.01% | 1,000 | $52K | No change |
| SYLD Cambria Shareholder Yield Et | 0.01% | 700 | $51K | No change |
| CINF Cincinnati Financial Corp. | 0.01% | 400 | $50K | No change |
| IWC iShares Micro-Cap ETF | 0.01% | 406 | $49K | No change |
| BEP Brookfield Renewable Partner | 0.01% | 2,100 | $49K | New |
| SO The Southern Co. | 0.01% | 678 | $49K | Add +120.1% |
| VAC Marriott Vacations World | 0.01% | 450 | $48K | No change |
| GS Goldman Sachs Group Inc. | 0.01% | 115 | $48K | Reduce -5.7% |
| MU Micron Technology Inc. | 0.01% | 400 | $47K | Add +3900.0% |
| VDE Vanguard Energy ETF | 0.01% | 356 | $47K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 550 | $47K | Add +0.2% |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 312 | $46K | New |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 600 | $46K | No change |
| OKE Oneok Inc. | 0.01% | 560 | $45K | Reduce -0.9% |
| AMD Advanced Micro Devices | 0.01% | 244 | $44K | Reduce -65.5% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 463 | $44K | Reduce -3.3% |
| EEM iShares MSCI Emerging Market | 0.01% | 1,068 | $44K | Add +0.1% |
| KVUE Kenvue Inc. | 0.01% | 2,000 | $43K | Reduce -0.8% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 326 | $43K | No change |
| PXD Pioneer Natural Resources Co. | 0.01% | 155 | $41K | Reduce -1.3% |
| SWX Southwest Gas Holdings Inc. | 0.01% | 533 | $41K | No change |
| ALGN Align Technology Inc. | 0.01% | 120 | $39K | Reduce -0.8% |
| TPH Tri Pointe Homes Inc. | 0.01% | 1,000 | $39K | No change |
| PPG PPG Industries Inc. | 0.01% | 260 | $38K | Reduce -0.8% |
| PFEB Innovator U.S. Equity Power | 0.01% | 1,100 | $38K | New |
| RLY SS Multi-Asset Real Ret ETF | 0.01% | 1,315 | $37K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 608 | $37K | No change |
| DNB Dun & Bradstreet Holdings Inc. | 0.01% | 3,645 | $37K | New |
| CALIDI BIOTHERAPEUTICS INC | 0.01% | 63,416 | $36K | New |
| ADSK Autodesk Inc. | 0.01% | 137 | $36K | Reduce -1.4% |
| EOG EOG Resources Inc. | 0.01% | 278 | $36K | Add +19.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.01% | 463 | $35K | New |
| DFS Discover Financial Services | 0.01% | 268 | $35K | Reduce -1.1% |
| PAA Plains All Amer Pipeline LP | 0.01% | 2,000 | $35K | New |
| OHI Omega Healthcare Investors | 0.01% | 1,093 | $35K | No change |
| ORLY O'reilly Automotive Inc. | 0.01% | 30 | $34K | Reduce -3.2% |
| XLF SS Financial Select Sector | 0.01% | 790 | $33K | No change |
| SRE Sempra | 0.01% | 458 | $33K | Reduce -1.3% |
| JPST JPMorgan Ultra-Short Income | 0.01% | 655 | $33K | Reduce -91.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 250 | $32K | No change |
| HII Huntington Ingalls Industrie | 0.00% | 108 | $31K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 304 | $31K | No change |
| ENR Energizer Holdings Inc. | 0.00% | 1,057 | $31K | No change |
| CLVT Clarivate PLC | 0.00% | 4,154 | $31K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 1,462 | $30K | No change |
| ATMU Atmus Filtration Technologie | 0.00% | 902 | $29K | New |
| XLRE SS Real Estate Select Sector | 0.00% | 735 | $29K | No change |
| ET Energy Transfer LP | 0.00% | 1,844 | $29K | Add +37.2% |
| DFAS Dimensional US Small Cap ETF | 0.00% | 464 | $29K | No change |
| BSX Boston Scientific Corp. | 0.00% | 419 | $29K | Reduce -47.2% |
| AOR iShares Core 60/40 Balanced | 0.00% | 514 | $29K | No change |
| PNC PNC Financial Services Group | 0.00% | 174 | $28K | Reduce -49.1% |
| DON Wisdomtree US Midcap Dividen | 0.00% | 570 | $28K | Reduce -76.5% |
| PPL PPL Corp. | 0.00% | 1,000 | $28K | No change |
| CI The Cigna Group | 0.00% | 76 | $28K | Reduce -3.8% |
| XRAY Dentsply Sirona Inc. | 0.00% | 800 | $27K | No change |
| ED Consolidated Edison Inc. | 0.00% | 270 | $25K | Add +29.2% |
| XME SS SPDR S&P Metals Mining | 0.00% | 400 | $24K | No change |
| ARTY iShares Future AI & Tech ETF | 0.00% | 700 | $24K | No change |
| CQP Cheniere Energy Partners LP | 0.00% | 485 | $24K | Reduce -7.4% |
| DAL Delta Air Lines Inc. | 0.00% | 500 | $24K | Reduce -1.8% |
| CHD Church & Dwight Co. Inc. | 0.00% | 227 | $24K | Reduce -1.7% |
| CCI Crown Castle Inc. | 0.00% | 223 | $24K | Reduce -1.8% |
| ADI Analog Devices Inc. | 0.00% | 119 | $24K | Reduce -3.3% |
| DELL Dell Technologies -C | 0.00% | 206 | $24K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.00% | 200 | $21K | New |
| VNQ Vanguard Real Estate ETF | 0.00% | 243 | $21K | Add +143.0% |
| IYH iShares U.S. Healthcare ETF | 0.00% | 330 | $20K | No change |
| NVEE NV5 Global Inc. | 0.00% | 200 | $20K | No change |
| HPQ HP Inc. | 0.00% | 641 | $20K | Reduce -0.9% |
| XYZ Block Inc. | 0.00% | 230 | $19K | No change |
| STAG Stag Industrial Inc. | 0.00% | 500 | $19K | No change |
| OEF iShares S&P 100 ETF | 0.00% | 77 | $19K | No change |
| NEU Newmarket Corp. | 0.00% | 29 | $18K | No change |
| CCL Carnival Corp. | 0.00% | 1,109 | $18K | Reduce -1.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 150 | $18K | No change |
| WM Waste Management Inc. | 0.00% | 80 | $17K | Reduce -3.6% |
| TSEM Tower Semiconductor Ltd. | 0.00% | 500 | $17K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 101 | $17K | Reduce -3.8% |
| SEDG Solaredge Technologies Inc. | 0.00% | 233 | $17K | Reduce -63.2% |
| SPEM State Street SP PTF Em ETF | 0.00% | 448 | $16K | No change |
| KMX Carmax Inc. | 0.00% | 186 | $16K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 50 | $16K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 279 | $16K | No change |
| HUBS HubSpot Inc. | 0.00% | 25 | $16K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 1,106 | $15K | No change |
| UBER Uber Technologies Inc. | 0.00% | 200 | $15K | Reduce -22.2% |
| MSM MSC Industrial Direct Co. Class A | 0.00% | 153 | $15K | New |
| VNT Vontier Corp. | 0.00% | 323 | $15K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 310 | $15K | Reduce -4.0% |
| EPR Epr Properties filed as EPR PPTYS | 0.00% | 340 | $15K | No change |
| TEL Te Connectivity Ltd. | 0.00% | 100 | $15K | Reduce -2.9% |
| FDX FedEx Corp. | 0.00% | 50 | $14K | Reduce -3.9% |
| CG The Carlyle Group Inc. | 0.00% | 308 | $14K | No change |
| IHAK iShares Cybersecurity & Tech | 0.00% | 300 | $14K | No change |
| HCA HCA Healthcare Inc. | 0.00% | 42 | $14K | Reduce -4.5% |
| COP Conocophillips | 0.00% | 109 | $14K | Reduce -8.4% |
| CSL Carlisle Cos Inc. | 0.00% | 35 | $14K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 130 | $13K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 179 | $13K | Reduce -18.3% |
| O Realty Income Corp. | 0.00% | 238 | $13K | Reduce -2.5% |
| WELL Welltower Inc. | 0.00% | 137 | $13K | Reduce -3.5% |
| KYN Kayne Anderson Energy Infra | 0.00% | 1,266 | $13K | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 126 | $12K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 12 | $12K | Reduce -40.0% |
| EVRG Evergy Inc. | 0.00% | 220 | $12K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.00% | 201 | $12K | No change |
| DOV Dover Corp. | 0.00% | 65 | $12K | Reduce -3.0% |
| SCHV Schwab US Large-Cap Value | 0.00% | 150 | $11K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 55 | $11K | Reduce -6.8% |
| ADM Archer-Daniels-Midland Co. | 0.00% | 180 | $11K | Reduce -2.7% |
| GILD Gilead Sciences Inc. | 0.00% | 150 | $11K | Reduce -6.8% |
| IDXX Idexx Laboratories Inc. | 0.00% | 20 | $11K | Reduce -4.8% |
| FLO Flowers Foods Inc. | 0.00% | 450 | $11K | No change |
| FCN Fti Consulting Inc. | 0.00% | 50 | $11K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 166 | $10K | New |
| OVV Ovintiv Inc. | 0.00% | 200 | $10K | New |
| PFS Provident Financial Services | 0.00% | 709 | $10K | No change |
| CTAS Cintas Corp. | 0.00% | 15 | $10K | Reduce -28.6% |
| AFL Aflac Inc. | 0.00% | 120 | $10K | Reduce -25.0% |
| BAX Baxter International Inc. | 0.00% | 240 | $10K | Reduce -3.6% |
| SOXQ Invesco PHLX Semiconductor | 0.00% | 265 | $10K | New |
| LULU Lululemon Athletica Inc. | 0.00% | 26 | $10K | Reduce -3.7% |
| FDS Factset Research Systems Inc. | 0.00% | 22 | $10K | No change |
| PAYX Paychex Inc. | 0.00% | 80 | $10K | Reduce -3.6% |
| JCI Johnson Controls Internation | 0.00% | 147 | $10K | Reduce -3.9% |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 125 | $10K | Reduce -77.1% |
| WPM Wheaton Precious Metals Corp. | 0.00% | 200 | $9K | Add +100.0% |
| EEMX State Street SPDR MSCI Emerg | 0.00% | 300 | $9K | No change |
| T AT&T Inc. | 0.00% | 530 | $9K | Add +46.8% |
| DFAT Dimensional US Target Value | 0.00% | 170 | $9K | No change |
| TYG Tortoise Energy Infrastruct | 0.00% | 298 | $9K | No change |
| OGS One Gas Inc. | 0.00% | 140 | $9K | No change |
| FTRE Fortrea Holdings Inc. | 0.00% | 224 | $9K | Reduce -82.2% |
| BIPC Brookfield Infrastructure-A | 0.00% | 249 | $9K | New |
| CTSH Cognizant Tech Solutions-A | 0.00% | 120 | $9K | Reduce -4.0% |
| GSK GSK PLC-Spon ADR | 0.00% | 198 | $9K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 70 | $9K | Reduce -4.1% |
| CEF Sprott Physical Gold and Sil | 0.00% | 400 | $8K | No change |
| ETR Entergy Corp. | 0.00% | 76 | $8K | Reduce -35.6% |
| SRPT Sarepta Therapeutics Inc. | 0.00% | 60 | $8K | No change |
| SLF Sun Life Financial Inc. | 0.00% | 139 | $8K | New |
| QSR Restaurant Brands Intern | 0.00% | 90 | $7K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 398 | $7K | Reduce -4.3% |
| IBB iShares Biotechnology ETF | 0.00% | 50 | $7K | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 143 | $7K | No change |
| ITB iShares U.S. Home Constructi | 0.00% | 58 | $7K | No change |
| SHEL Shell PLC-ADR | 0.00% | 100 | $7K | Reduce -50.0% |
| EFAX State Street SPDR MSCI Eafe | 0.00% | 140 | $6K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 79 | $6K | New |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.00% | 115 | $6K | No change |
| SVC Service Pptys TR | 0.00% | 750 | $5K | New |
| IBTE iShares Ibonds Dec 2024 Term | 0.00% | 205 | $5K | Reduce -93.7% |
| MS Morgan Stanley | 0.00% | 52 | $5K | Reduce -87.4% |
| MOS The Mosaic Co. | 0.00% | 150 | $5K | No change |
| ZTS Zoetis Inc. | 0.00% | 28 | $5K | Reduce -81.0% |
| NEOG Neogen Corp. | 0.00% | 300 | $5K | No change |
| MUR Murphy Oil Corp. | 0.00% | 100 | $5K | New |
| DFEM Dimensional Emrg MRKT Core | 0.00% | 177 | $5K | New |
| LEN Lennar Corp. Class A | 0.00% | 25 | $4K | Reduce -10.7% |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 160 | $4K | No change |
| TGNA Tegna Inc. | 0.00% | 260 | $4K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 4 | $4K | Reduce -50.0% |
| GHC Graham Holdings Co. Class B | 0.00% | 5 | $4K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 30 | $4K | Reduce -50.0% |
| C Citigroup Inc. | 0.00% | 58 | $4K | Reduce -22.7% |
| NEM Newmont Corp. | 0.00% | 98 | $4K | Reduce -9.3% |
| EXAS Exact Sciences Corp. | 0.00% | 50 | $3K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 41 | $3K | Add +95.2% |
| HTGC Hercules Capital Inc. | 0.00% | 180 | $3K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 800 | $3K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 92 | $3K | No change |
| AIG American International Group | 0.00% | 38 | $3K | Add +22.6% |
| ELME Elme Communities | 0.00% | 200 | $3K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 27 | $3K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 20 | $3K | Reduce -13.0% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.00% | 32 | $3K | New |
| NIO Nio Inc. - ADR | 0.00% | 610 | $3K | No change |
| XLP SS Consumer Staples Sel Sect | 0.00% | 35 | $3K | No change |
| PDBC Invesco Optimum Yield Divers | 0.00% | 191 | $3K | Reduce -62.3% |
| FSLR First Solar Inc. | 0.00% | 15 | $3K | No change |
| CARS Cars.com Inc. | 0.00% | 146 | $3K | New |
| REPX Riley Exploration Permian Inc. | 0.00% | 75 | $2K | New |
| FTI Technipfmc PLC | 0.00% | 97 | $2K | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 147 | $2K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 40 | $2K | No change |
| VNOM Viper Energy Inc. | 0.00% | 62 | $2K | New |
| JETS US Global Jets ETF | 0.00% | 110 | $2K | Add +120.0% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.00% | 169 | $2K | Reduce -16.8% |
| KD Kyndryl Holdings Inc. | 0.00% | 99 | $2K | New |
| EW Edwards Lifesciences Corp. | 0.00% | 22 | $2K | Reduce -78.6% |
| VTHR Vanguard Russell 3000 | 0.00% | 9 | $2K | New |
| CCJ Cameco Corp. | 0.00% | 48 | $2K | No change |
| PCG P G & E Corp. | 0.00% | 124 | $2K | Reduce -13.9% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 24 | $2K | No change |
| SAP Sap SE-Sponsored ADR | 0.00% | 10 | $2K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 10 | $2K | No change |
| WMB Williams Cos Inc. | 0.00% | 47 | $2K | Reduce -19.0% |
| CCEP Coca-Cola Europacific Partne | 0.00% | 26 | $2K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 24 | $2K | No change |
| ARKK ARK Innovation ETF | 0.00% | 35 | $2K | No change |
| FE Firstenergy Corp. | 0.00% | 43 | $2K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 24 | $2K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 36 | $2K | New |
| AZZ Azz Inc. | 0.00% | 21 | $2K | No change |
| AAL American Airlines Group Inc. | 0.00% | 100 | $2K | New |
| BAP Credicorp Ltd. | 0.00% | 9 | $2K | No change |
| COMP Compass Inc. Class A | 0.00% | 420 | $2K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 23 | $1K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 6 | $1K | No change |
| GXO Gxo Logistics Inc. | 0.00% | 25 | $1K | No change |
| INTU Intuit Inc. | 0.00% | 2 | $1K | Reduce -60.0% |
| VTRS Viatris Inc. | 0.00% | 107 | $1K | Reduce -89.2% |
| TSCO Tractor Supply Company | 0.00% | 5 | $1K | Reduce -28.6% |
| CNC Centene Corp. | 0.00% | 16 | $1K | Reduce -23.8% |
| BEDZ Advisorshares Hotel ETF | 0.00% | 40 | $1K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 22 | $1K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 5 | $1K | No change |
| BIIB Biogen Inc. | 0.00% | 5 | $1K | Reduce -16.7% |
| SWN Southwestern Energy Co. | 0.00% | 140 | $1K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 26 | $1K | No change |
| ARCC Ares Capital Corp. | 0.00% | 48 | $1K | No change |
| TDC Teradata Corp. | 0.00% | 21 | $813 | No change |
| CHWY Chewy Inc. Class A | 0.00% | 50 | $796 | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 14 | $768 | Reduce -48.1% |
| RCKT Rocket Pharmaceuticals Inc. | 0.00% | 25 | $674 | New |
| HBI Hanesbrands Inc. | 0.00% | 113 | $658 | New |
| OGN Organon & Co. | 0.00% | 30 | $564 | New |
| RYN Rayonier Inc. | 0.00% | 16 | $521 | No change |
| LITS Lite Strategy Inc. filed as MEI PHARMA INC | 0.00% | 126 | $504 | New |
| BAM Brookfield Asset Mgmt-A | 0.00% | 11 | $463 | No change |
| ARKG ARK Genomic Revolution ETF | 0.00% | 15 | $432 | No change |
| VNO Vornado Realty Trust | 0.00% | 15 | $432 | No change |
| UNIT Uniti Group LLC Com SHS | 0.00% | 71 | $419 | No change |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 6 | $396 | New |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 5 | $336 | No change |
| DG Dollar General Corp. | 0.00% | 2 | $313 | Reduce -60.0% |
| RMR RMR Group Inc./the - A | 0.00% | 12 | $288 | New |
| HRTX Heron Therapeutics Inc. | 0.00% | 100 | $277 | No change |
| FSLY Fastly Inc. Class A | 0.00% | 20 | $260 | New |
| PLUG Plug Power Inc. | 0.00% | 63 | $217 | Add +65.8% |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 24 | $214 | Reduce -88.1% |
| VTWG Vanguard Russell 2000 Growth | 0.00% | 1 | $198 | No change |
| WAL Western Alliance Bancorp | 0.00% | 3 | $193 | No change |
| FATE Fate Therapeutics Inc. | 0.00% | 25 | $184 | New |
| DXC DXC Technology Co. | 0.00% | 8 | $170 | No change |
| TELL Tellurian Inc. | 0.00% | 250 | $166 | New |
| NOV Nov Inc. | 0.00% | 8 | $157 | No change |
| BTCS BTCS Inc. | 0.00% | 88 | $155 | New |
| VTWV Vanguard Russell 2000 Value | 0.00% | 1 | $154 | No change |
| ZIMV Zimvie Inc. | 0.00% | 8 | $132 | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.00% | 18 | $128 | New |
| DDOG Datadog Inc. Class A | 0.00% | 1 | $124 | No change |
| MARA Mara Holdings Inc. filed as MARATHON DIGITAL HOLDINGS IN | 0.00% | 5 | $113 | New |
| RGR Sturm Ruger & Co. Inc. | 0.00% | 2 | $93 | New |
| UAA Under Armour Inc. Class A | 0.00% | 9 | $67 | No change |
| UA Under Armour Inc. Class C | 0.00% | 9 | $65 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 7 | $62 | Reduce -81.6% |
| OLN Olin Corp. | 0.00% | 1 | $59 | New |
| ASHFORD HOSPITALITY TR INC | 0.00% | 35 | $48 | New |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 2 | $47 | No change |
| ADT Adt Inc. | 0.00% | 5 | $34 | New |
| DNOW Dnow Inc. | 0.00% | 2 | $31 | No change |
| TOON Kartoon Studios Inc. | 0.00% | 6 | $9 | New |