| SCHX Schwab US Large-Cap ETF | 14.53% | 5,012,253 | $110.7M | Reduce -1.5% |
| SPTI SS SPDR P Int Term TSY ETF | 14.36% | 3,826,162 | $109.4M | Add +245.2% |
| VOO Vanguard S&P 500 ETF | 9.04% | 133,940 | $68.8M | Reduce -1.1% |
| SPTS SS SPDR P St Term TSY ETF | 8.33% | 2,170,109 | $63.5M | Add +542.5% |
| IJH iShares Core S&P Midcap ETF | 5.20% | 678,502 | $39.6M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.09% | 55,518 | $31.1M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 3.30% | 44,663 | $25.1M | Reduce -7.5% |
| AAPL Apple Inc. | 1.70% | 58,416 | $13.0M | Reduce -0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.60% | 238,636 | $12.2M | Add +14.9% |
| AMZN Amazon.com Inc. | 1.53% | 61,108 | $11.6M | Add +39.5% |
| VYM Vanguard High DVD Yield ETF | 1.47% | 87,040 | $11.2M | Reduce -2.9% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 1.45% | 357,303 | $11.0M | Add +6.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.42% | 39,425 | $10.8M | Reduce -1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.39% | 260,453 | $10.6M | Add +5.3% |
| IJR iShares Core S&P Small-Cap E | 1.39% | 101,231 | $10.6M | Reduce -3.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.17% | 135,245 | $8.9M | Add +14.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.11% | 32,583 | $8.4M | Add +1.8% |
| MSFT Microsoft Corp. | 0.88% | 17,810 | $6.7M | Reduce -1.7% |
| JEPI JPMorgan Equity Premium Inco | 0.77% | 102,892 | $5.9M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.74% | 36,380 | $5.6M | Reduce -0.0% |
| JMSB John Marshall Bancorp Inc. | 0.72% | 333,980 | $5.5M | No change |
| JPM JPMorgan Chase & Co. | 0.63% | 19,440 | $4.8M | Reduce -2.7% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 41,218 | $4.1M | Reduce -16.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 7,454 | $4.0M | Reduce -4.1% |
| IDV iShares International Select | 0.46% | 112,455 | $3.5M | Reduce -18.7% |
| V Visa Inc. Class A | 0.46% | 9,887 | $3.5M | Reduce -0.6% |
| DFAI Dimensional International Co. | 0.44% | 107,454 | $3.4M | Add +15.0% |
| IWM iShares Russell 2000 ETF | 0.43% | 16,375 | $3.3M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.43% | 3,925 | $3.2M | Reduce -2.2% |
| IWD iShares Russell 1000 Value E | 0.39% | 15,580 | $2.9M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.37% | 4,854 | $2.8M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 7,459 | $2.8M | No change |
| PJAN Innovator U.S. Equity Power | 0.35% | 64,392 | $2.7M | Reduce -9.9% |
| IAUM iShares Gold Trust Micro | 0.34% | 83,996 | $2.6M | Add +2126.8% |
| EFA iShares MSCI Eafe ETF | 0.34% | 31,849 | $2.6M | Reduce -40.8% |
| HD Home Depot Inc. | 0.34% | 6,976 | $2.6M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 47,890 | $2.4M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 10,652 | $2.4M | Add +3.8% |
| NVDA Nvidia Corp. | 0.30% | 20,779 | $2.3M | Add +0.1% |
| DHR Danaher Corp. | 0.28% | 10,318 | $2.1M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 12,242 | $2.1M | Reduce -0.2% |
| BRO Brown & Brown Inc. | 0.27% | 16,495 | $2.1M | Reduce -2.9% |
| GDX Vaneck Gold Miners ETF | 0.24% | 39,500 | $1.8M | Reduce -4.7% |
| MCD McDonald's Corp. | 0.23% | 5,692 | $1.8M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.23% | 1,828 | $1.7M | Reduce -1.9% |
| MKC.V McCormick & Co. Inc. VTG Com | 0.22% | 20,080 | $1.6M | No change |
| NEE Nextera Energy Inc. | 0.22% | 23,197 | $1.6M | Reduce -3.3% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 35,995 | $1.6M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.20% | 4,220 | $1.5M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.20% | 10,130 | $1.5M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.19% | 7,041 | $1.5M | Reduce -5.9% |
| RTX RTX Corp. | 0.19% | 10,899 | $1.4M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.19% | 15,965 | $1.4M | Reduce -2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 8,301 | $1.4M | Reduce -1.6% |
| MLM Martin Marietta Materials | 0.19% | 3,001 | $1.4M | No change |
| DUK Duke Energy Corp. | 0.19% | 11,699 | $1.4M | Reduce -1.9% |
| YUM Yum! Brands Inc. | 0.19% | 9,048 | $1.4M | Reduce -5.2% |
| SCHO Schwab Short-Term US Treas | 0.18% | 57,855 | $1.4M | Reduce -38.6% |
| PG The Procter & Gamble Co. | 0.18% | 8,131 | $1.4M | Add +12.9% |
| AVGO Broadcom Inc. | 0.18% | 8,205 | $1.4M | Reduce -3.0% |
| PAPR Innovator U.S. Equity Power | 0.18% | 37,895 | $1.4M | Add +27.8% |
| XOM Exxon Mobil Corp. | 0.17% | 11,065 | $1.3M | Reduce -2.6% |
| SCHF Schwab Intl Equity ETF | 0.17% | 65,533 | $1.3M | Reduce -3.0% |
| MCO Moody's Corp. | 0.17% | 2,742 | $1.3M | No change |
| UNH Unitedhealth Group Inc. | 0.17% | 2,413 | $1.3M | Add +1.2% |
| NOC Northrop Grumman Corp. | 0.16% | 2,371 | $1.2M | Add +20.3% |
| SYK Stryker Corp. | 0.16% | 3,249 | $1.2M | Add +0.7% |
| IUSV iShares Core S&P U.S. Value | 0.16% | 12,826 | $1.2M | Reduce -1.2% |
| SCHB Schwab US Broad Market ETF | 0.15% | 53,964 | $1.2M | Reduce -3.0% |
| IEMG iShares Core MSCI Emerging | 0.15% | 21,239 | $1.1M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.14% | 6,868 | $1.1M | No change |
| AXP American Express Co. | 0.14% | 3,983 | $1.1M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.14% | 6,405 | $1.1M | Reduce -16.7% |
| LH Labcorp Holdings Inc. | 0.14% | 4,549 | $1.1M | Reduce -2.5% |
| SLV iShares Silver Trust | 0.14% | 34,125 | $1.1M | Reduce -4.7% |
| ACGL Arch Capital Group Ltd. | 0.13% | 10,666 | $1.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 8,360 | $1.0M | Reduce -0.7% |
| IAU iShares Gold Trust | 0.13% | 17,131 | $1.0M | Reduce -75.8% |
| KMI Kinder Morgan Inc. | 0.13% | 33,805 | $964K | Reduce -1.5% |
| MA Mastercard Inc. Class A | 0.12% | 1,729 | $948K | Add +35.2% |
| GDXJ Vaneck Junior Gold Miners | 0.12% | 16,360 | $936K | Reduce -11.1% |
| NFLX Netflix Inc. | 0.12% | 962 | $897K | Add +23.6% |
| TSLA Tesla Inc. | 0.12% | 3,441 | $892K | Add +121.0% |
| CSCO Cisco Systems Inc. | 0.12% | 14,372 | $887K | Reduce -10.9% |
| ICE Intercontinental Exchange Inc. | 0.11% | 5,058 | $873K | Reduce -0.3% |
| NSC Norfolk Southern Corp. | 0.11% | 3,670 | $869K | Reduce -17.9% |
| PMAY Innovator U.S. Equity Power | 0.11% | 24,073 | $862K | No change |
| ADP Automatic Data Processing | 0.11% | 2,763 | $847K | Reduce -6.3% |
| EPD Enterprise Products Partners | 0.11% | 24,614 | $840K | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.11% | 4,754 | $811K | Add +0.3% |
| AMGN Amgen Inc. | 0.11% | 2,599 | $810K | Reduce -1.9% |
| BNL Broadstone Net Lease Inc. | 0.11% | 46,904 | $802K | Reduce -6.5% |
| CAT Caterpillar Inc. | 0.10% | 2,345 | $773K | Reduce -3.4% |
| ORCL Oracle Corp. | 0.10% | 5,479 | $766K | Add +3.8% |
| CVX Chevron Corp. | 0.10% | 4,449 | $744K | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 2,913 | $733K | Reduce -0.8% |
| CRM Salesforce Inc. | 0.09% | 2,591 | $695K | Reduce -0.8% |
| MAR Marriott International Class A | 0.09% | 2,899 | $691K | Reduce -15.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.09% | 3,609 | $672K | Reduce -9.0% |
| APD Air Products & Chemicals Inc. | 0.09% | 2,239 | $660K | Reduce -12.4% |
| ACN Accenture PLC Class A | 0.09% | 2,111 | $659K | Reduce -2.3% |
| DVY iShares Select Dividend ETF | 0.09% | 4,904 | $659K | Reduce -1.2% |
| SNPS Synopsys Inc. | 0.09% | 1,531 | $657K | Reduce -2.7% |
| ETN Eaton Corp. PLC | 0.08% | 2,350 | $639K | Reduce -17.7% |
| NOW ServiceNow Inc. | 0.08% | 800 | $637K | Reduce -1.1% |
| DHI D.R. Horton Inc. | 0.08% | 4,963 | $631K | No change |
| ROP Roper Technologies Inc. | 0.08% | 1,060 | $625K | Reduce -0.6% |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 12,446 | $625K | Add +3.3% |
| SCHA Schwab US Small-Cap ETF | 0.08% | 26,658 | $625K | Reduce -3.7% |
| WFC Wells Fargo & Co. | 0.08% | 8,665 | $622K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 2,489 | $619K | Add +155.0% |
| SCHM Schwab US Mid Cap ETF | 0.08% | 23,336 | $611K | Reduce -0.2% |
| APH Amphenol Corp. Class A | 0.08% | 9,201 | $604K | Add +0.2% |
| ROK Rockwell Automation Inc. | 0.08% | 2,285 | $590K | Reduce -5.0% |
| URI United Rentals Inc. | 0.08% | 920 | $577K | No change |
| ELV Elevance Health Inc. | 0.07% | 1,295 | $563K | Reduce -22.3% |
| WMT Walmart Inc. | 0.07% | 6,335 | $557K | Add +0.1% |
| HON Honeywell International Inc. | 0.07% | 2,606 | $552K | No change |
| KNSL Kinsale Capital Group Inc. | 0.07% | 1,124 | $547K | No change |
| KO The Coca-Cola Co. | 0.07% | 7,541 | $543K | Reduce -7.0% |
| ICF iShares Select U.S. REIT ETF | 0.07% | 8,168 | $503K | Reduce -71.0% |
| ADBE Adobe Inc. | 0.07% | 1,308 | $502K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 5,334 | $500K | Reduce -3.0% |
| CB Chubb Ltd. | 0.07% | 1,646 | $498K | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.07% | 1,110 | $496K | Reduce -3.8% |
| CMCSA Comcast Corp. Class A | 0.06% | 12,909 | $476K | Reduce -4.7% |
| VXF Vanguard Extended Market ETF | 0.06% | 2,735 | $471K | No change |
| ABT Abbott Laboratories | 0.06% | 3,498 | $464K | No change |
| TRV The Travelers Cos Inc. | 0.06% | 1,720 | $455K | No change |
| AMAT Applied Materials Inc. | 0.06% | 3,069 | $445K | Reduce -5.3% |
| IWN iShares Russell 2000 Value E | 0.06% | 2,841 | $429K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.06% | 15,528 | $428K | No change |
| UNP Union Pacific Corp. | 0.06% | 1,785 | $422K | Reduce -8.6% |
| DGRO iShares Core Dividend Growth | 0.06% | 6,795 | $420K | No change |
| D Dominion Energy Inc. | 0.05% | 7,418 | $416K | Reduce -0.2% |
| TREX Trex Company Inc. | 0.05% | 6,927 | $402K | No change |
| VMC Vulcan Materials Co. | 0.05% | 1,690 | $394K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 1,941 | $389K | Add +28.5% |
| SCHW Schwab (charles) Corp. | 0.05% | 4,917 | $385K | Add +6.5% |
| LOW Lowe's Cos Inc. | 0.05% | 1,625 | $379K | No change |
| TMUS T-Mobile US Inc. | 0.05% | 1,417 | $378K | Reduce -10.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 8,710 | $363K | Add +6.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 861 | $362K | No change |
| MDLZ Mondelez International Inc. Class A | 0.05% | 5,251 | $358K | Add +5.5% |
| PFE Pfizer Inc. | 0.05% | 14,095 | $357K | Add +4.7% |
| SASR Sandy Spring Bancorp Inc. | 0.05% | 12,572 | $351K | No change |
| ISRG Intuitive Surgical Inc. | 0.05% | 709 | $351K | Add +2.3% |
| PGR Progressive Corp. | 0.05% | 1,240 | $351K | Add +0.1% |
| CL Colgate-Palmolive Co. | 0.05% | 3,736 | $350K | No change |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,817 | $346K | No change |
| GD General Dynamics Corp. | 0.04% | 1,249 | $340K | No change |
| FAST Fastenal Co. | 0.04% | 4,342 | $337K | No change |
| ECL Ecolab Inc. | 0.04% | 1,275 | $324K | No change |
| BX Blackstone Inc. | 0.04% | 2,314 | $323K | No change |
| LEU Centrus Energy Corp. Class A | 0.04% | 5,175 | $322K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 3,784 | $322K | No change |
| PSEP Innovator U.S. Equity Power | 0.04% | 8,375 | $322K | Reduce -1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 645 | $321K | Reduce -2.3% |
| BLK BlackRock Inc. | 0.04% | 331 | $313K | Reduce -10.3% |
| AMT American Tower Corp. | 0.04% | 1,399 | $304K | Add +0.7% |
| MSI Motorola Solutions Inc. | 0.04% | 693 | $304K | No change |
| EMR Emerson Electric Co. | 0.04% | 2,712 | $297K | No change |
| BMY Bristol-Myers Squibb Co. | 0.04% | 4,820 | $294K | Reduce -10.4% |
| CSM Proshares Large Cap Core Plu | 0.04% | 4,342 | $277K | Reduce -0.9% |
| VRSK Verisk Analytics Inc. | 0.04% | 930 | $277K | No change |
| PH Parker Hannifin Corp. | 0.04% | 443 | $269K | Add +0.5% |
| CBRE CBRE Group Inc. Class A | 0.03% | 2,017 | $264K | No change |
| SCHG Schwab US Large-Cap Growth | 0.03% | 10,512 | $263K | No change |
| CSX CSX Corp. | 0.03% | 8,929 | $263K | No change |
| VAW Vanguard Materials ETF | 0.03% | 1,350 | $255K | No change |
| DGX Quest Diagnostics Inc. | 0.03% | 1,499 | $254K | No change |
| J Jacobs Solutions Inc. | 0.03% | 2,047 | $247K | No change |
| AGG iShares Core U.S. Aggregate | 0.03% | 2,481 | $245K | Reduce -85.8% |
| TFC Truist Financial Corp. | 0.03% | 5,955 | $245K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 2,415 | $237K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 1,384 | $237K | No change |
| MELI MercadoLibre Inc. | 0.03% | 120 | $234K | No change |
| ANET Arista Networks Inc. | 0.03% | 2,848 | $221K | No change |
| VZ Verizon Communications Inc. | 0.03% | 4,801 | $218K | Add +40.6% |
| FULT Fulton Financial Corp. | 0.03% | 11,979 | $217K | No change |
| FTV Fortive Corp. | 0.03% | 2,935 | $215K | Reduce -2.5% |
| SHW The Sherwin-Williams Co. | 0.03% | 604 | $211K | No change |
| XLE SS Energy Select Sector | 0.03% | 2,213 | $207K | Reduce -4.3% |
| VLTO Veralto Corp. | 0.03% | 2,105 | $205K | Reduce -4.5% |
| EW Edwards Lifesciences Corp. | 0.03% | 2,827 | $205K | Add +9.8% |
| TYL Tyler Technologies Inc. | 0.03% | 346 | $201K | No change |
| MCK McKesson Corp. | 0.03% | 294 | $198K | No change |
| LDOS Leidos Holdings Inc. | 0.03% | 1,467 | $198K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.03% | 2,515 | $197K | No change |
| ITW Illinois Tool Works | 0.03% | 792 | $197K | Reduce -38.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 1,977 | $195K | Reduce -4.3% |
| TGT Target Corp. | 0.03% | 1,855 | $194K | No change |
| UPS United Parcel Service Class B | 0.03% | 1,750 | $192K | No change |
| IVW iShares S&P 500 Growth ETF | 0.03% | 2,058 | $191K | Reduce -15.2% |
| IWO iShares Russell 2000 Growth | 0.03% | 746 | $191K | No change |
| FISV Fiserv Inc. | 0.02% | 844 | $186K | Reduce -1.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.02% | 1,618 | $184K | Reduce -4.7% |
| BKNG Booking Holdings Inc. | 0.02% | 39 | $180K | Reduce -4.9% |
| CNP Centerpoint Energy Inc. | 0.02% | 4,919 | $178K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 379 | $178K | Add +0.5% |
| RNW Renew Energy Global PLC-A | 0.02% | 30,000 | $177K | No change |
| TOWN Towne Bank | 0.02% | 5,000 | $172K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 2,268 | $172K | Reduce -4.9% |
| LRCX Lam Research Corp. | 0.02% | 2,340 | $170K | No change |
| SPGI S&P Global Inc. | 0.02% | 335 | $170K | No change |
| CMI Cummins Inc. | 0.02% | 536 | $168K | Reduce -0.2% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 801 | $168K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.02% | 580 | $167K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.02% | 3,228 | $165K | No change |
| SMB Vaneck Short Muni ETF | 0.02% | 9,472 | $162K | No change |
| AWK American Water Works Co. Inc. | 0.02% | 1,099 | $162K | No change |
| MDT Medtronic PLC | 0.02% | 1,785 | $162K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.02% | 480 | $161K | Reduce -13.4% |
| PM Philip Morris International | 0.02% | 981 | $157K | No change |
| NKE Nike Inc. Class B | 0.02% | 2,423 | $155K | Reduce -3.9% |
| MCHP Microchip Technology Inc. | 0.02% | 3,166 | $153K | Reduce -3.6% |
| GLD SPDR Gold Shares | 0.02% | 526 | $152K | Reduce -30.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 1,797 | $151K | No change |
| QDF NT Qual Div ETF | 0.02% | 2,200 | $150K | Reduce -6.4% |
| WSO Watsco Inc. | 0.02% | 295 | $150K | No change |
| UBSI United Bankshares Inc. | 0.02% | 4,159 | $146K | No change |
| CBOE Cboe Global Markets Inc. | 0.02% | 622 | $141K | No change |
| MMM 3M Co. | 0.02% | 950 | $140K | Reduce -13.6% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.02% | 1,435 | $138K | Reduce -1.7% |
| FVCB Fvcbankcorp Inc. | 0.02% | 13,074 | $138K | No change |
| BA The Boeing Co. | 0.02% | 801 | $137K | Add +259.2% |
| ILOW AB Internal Low Volat Eq ETF filed as AB ACTIVE ETFS INC | 0.02% | 3,691 | $136K | Reduce -0.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 1,647 | $136K | Reduce -25.4% |
| MDY State Street SPDR S&P Midcap | 0.02% | 250 | $134K | No change |
| TXN Texas Instruments Inc. | 0.02% | 732 | $132K | Reduce -29.1% |
| PFEB Innovator U.S. Equity Power | 0.02% | 3,657 | $131K | New |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,164 | $130K | No change |
| COF Capital One Financial Corp. | 0.02% | 720 | $129K | No change |
| GEV GE Vernova Inc. | 0.02% | 420 | $128K | Add +37.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 1,340 | $123K | No change |
| WEC WEC Energy Group Inc. | 0.02% | 1,128 | $123K | New |
| COO The Cooper Cos Inc. | 0.02% | 1,440 | $121K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 1,995 | $121K | Add +5.3% |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 1,000 | $117K | No change |
| CLX Clorox Company | 0.02% | 795 | $117K | Reduce -11.2% |
| CVLC Calvert US L-C CR Resp Index | 0.02% | 1,689 | $116K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 213 | $116K | Add +88.5% |
| GOOD Gladstone Commercial Corp. | 0.02% | 7,690 | $115K | No change |
| UTHR United Therapeutics Corp. | 0.02% | 373 | $115K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 913 | $114K | No change |
| T AT&T Inc. | 0.01% | 4,014 | $114K | Add +657.4% |
| TPYP Managed Portfolio Series | 0.01% | 3,121 | $114K | Reduce -14.7% |
| CARR Carrier Global Corp. | 0.01% | 1,790 | $113K | No change |
| CDNS Cadence Design SYS Inc. | 0.01% | 444 | $113K | No change |
| CNQ Canadian Natural Resources | 0.01% | 3,600 | $112K | No change |
| VLO Valero Energy Corp. | 0.01% | 850 | $112K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 3,901 | $109K | Reduce -6.3% |
| RODM Hartford Multifact Dev MRKT | 0.01% | 3,459 | $107K | Reduce -8.7% |
| GIS General Mills Inc. | 0.01% | 1,788 | $107K | Reduce -0.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.01% | 2,310 | $106K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 534 | $104K | No change |
| ITA iShares U.S. Aerospace & Def | 0.01% | 668 | $102K | Reduce -29.2% |
| BALL Ball Corp. | 0.01% | 1,943 | $101K | Add +11.5% |
| PRU Prudential Financial Inc. | 0.01% | 900 | $101K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 1,033 | $99K | No change |
| LIN Linde PLC | 0.01% | 210 | $98K | No change |
| COR Cencora Inc. | 0.01% | 350 | $97K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 2,663 | $97K | No change |
| AUB Atlantic Union Bankshares Co. | 0.01% | 3,096 | $96K | No change |
| BIP Brookfield Infrastructure Pa | 0.01% | 3,200 | $95K | No change |
| WSM Williams-Sonoma Inc. | 0.01% | 600 | $95K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 1,195 | $94K | No change |
| PHYS Sprott Physical Gold Trust | 0.01% | 3,906 | $94K | No change |
| CME Cme Group Inc. | 0.01% | 350 | $93K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 300 | $93K | No change |
| MO Altria Group Inc. | 0.01% | 1,517 | $93K | No change |
| MKL Markel Group Inc. | 0.01% | 49 | $92K | No change |
| GL Globe Life Inc. | 0.01% | 675 | $89K | No change |
| UL Unilever PLC | 0.01% | 1,485 | $88K | No change |
| DLTR Dollar Tree Inc. | 0.01% | 1,145 | $86K | Reduce -19.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 534 | $86K | Add +0.4% |
| PSA Public Storage | 0.01% | 286 | $86K | Reduce -37.1% |
| EFSI Eagle Financial Services Inc. | 0.01% | 2,609 | $86K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 822 | $85K | No change |
| GEHC GE Healthcare Technology | 0.01% | 1,031 | $83K | Add +14.8% |
| PCG P G & E Corp. | 0.01% | 4,775 | $82K | New |
| DKS Dick's Sporting Goods Inc. | 0.01% | 400 | $81K | New |
| ADI Analog Devices Inc. | 0.01% | 399 | $80K | No change |
| AYI Acuity Inc. | 0.01% | 300 | $79K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 1,110 | $79K | No change |
| BGR BlackRock Enrgy & Res TR | 0.01% | 5,800 | $79K | No change |
| HACK Amplify Cybersecurity ETF | 0.01% | 1,095 | $79K | No change |
| CVIE Cal Intl Responsible Index | 0.01% | 1,340 | $78K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 316 | $77K | Reduce -3.1% |
| MATX Matson Inc. | 0.01% | 600 | $77K | No change |
| ZAUG Innov Eq Protect ETF - 1 Aug | 0.01% | 3,000 | $74K | No change |
| DE Deere & Co. | 0.01% | 155 | $73K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 148 | $72K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 947 | $71K | Add +9.9% |
| HUBB Hubbell Inc. | 0.01% | 210 | $69K | No change |
| MAS Masco Corp. | 0.01% | 996 | $69K | Add +25.1% |
| OC Owens Corning | 0.01% | 475 | $68K | No change |
| GM General Motors Co. | 0.01% | 1,432 | $67K | Reduce -6.5% |
| EXP Eagle Materials Inc. | 0.01% | 300 | $67K | No change |
| EME Emcor Group Inc. | 0.01% | 180 | $67K | No change |
| SSO Proshares Ultra S&P500 | 0.01% | 800 | $66K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 461 | $66K | No change |
| AES AES Corp. | 0.01% | 5,300 | $66K | No change |
| QCOM Qualcomm Inc. | 0.01% | 408 | $63K | Reduce -1.2% |
| PSX Phillips 66 | 0.01% | 500 | $62K | No change |
| LYB Lyondellbasell Indu Class A | 0.01% | 869 | $61K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.01% | 601 | $60K | No change |
| CINF Cincinnati Financial Corp. | 0.01% | 400 | $59K | No change |
| AME Ametek Inc. | 0.01% | 345 | $59K | No change |
| FNV Franco-Nevada Corp. | 0.01% | 376 | $59K | No change |
| TR Tootsie Roll Inds | 0.01% | 1,854 | $58K | New |
| VGK Vanguard Ftse Europe ETF | 0.01% | 800 | $56K | No change |
| OKE Oneok Inc. | 0.01% | 560 | $56K | No change |
| GLW Corning Inc. | 0.01% | 1,210 | $55K | Reduce -20.9% |
| VGT Vanguard Info Tech ETF | 0.01% | 100 | $54K | Add +300.0% |
| MTCH Match Group Inc. | 0.01% | 1,716 | $54K | No change |
| DLR Digital Realty Trust Inc. | 0.01% | 370 | $53K | No change |
| DFUV Dimensional US Marketwide Va | 0.01% | 1,275 | $53K | Reduce -19.1% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 1,010 | $52K | No change |
| DES Wisdomtree US Smallcap Divid | 0.01% | 1,597 | $51K | No change |
| BLDR Builders Firstsource Inc. | 0.01% | 400 | $50K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.01% | 1,200 | $49K | No change |
| ALB Albemarle Corp. | 0.01% | 670 | $48K | Add +84.1% |
| PLD Prologis Inc. | 0.01% | 425 | $48K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 1,067 | $47K | Reduce -8.7% |
| BEP Brookfield Renewable Partner | 0.01% | 2,100 | $47K | No change |
| PHM Pultegroup Inc. | 0.01% | 450 | $46K | No change |
| VDE Vanguard Energy ETF | 0.01% | 356 | $46K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 880 | $46K | No change |
| DFS Discover Financial Services | 0.01% | 268 | $46K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 93 | $45K | No change |
| IWC iShares Micro-Cap ETF | 0.01% | 406 | $45K | No change |
| AEP American Electric Power | 0.01% | 410 | $45K | Add +141.2% |
| SYLD Cambria Shareholder Yield Et | 0.01% | 700 | $45K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 950 | $44K | No change |
| BWA Borgwarner Inc. | 0.01% | 1,550 | $44K | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.01% | 1,000 | $44K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 326 | $44K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 600 | $43K | No change |
| ORLY O'reilly Automotive Inc. | 0.01% | 30 | $43K | No change |
| BSX Boston Scientific Corp. | 0.01% | 419 | $42K | No change |
| HWM Howmet Aerospace Inc. | 0.01% | 314 | $41K | No change |
| PAA Plains All Amer Pipeline LP | 0.01% | 2,000 | $40K | No change |
| SWX Southwest Gas Holdings Inc. | 0.01% | 533 | $38K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 608 | $38K | No change |
| CI The Cigna Group | 0.00% | 111 | $37K | Add +58.6% |
| PPL PPL Corp. | 0.00% | 1,000 | $36K | No change |
| NRG NRG Energy Inc. | 0.00% | 373 | $36K | New |
| AMWD American Woodmark Corp. | 0.00% | 600 | $35K | No change |
| MU Micron Technology Inc. | 0.00% | 401 | $35K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 440 | $34K | Add +33.3% |
| ET Energy Transfer LP | 0.00% | 1,844 | $34K | No change |
| USB US Bancorp | 0.00% | 800 | $34K | No change |
| ADSK Autodesk Inc. | 0.00% | 126 | $33K | No change |
| INTC Intel Corp. | 0.00% | 1,427 | $32K | Reduce -52.1% |
| CQP Cheniere Energy Partners LP | 0.00% | 485 | $32K | No change |
| TPH Tri Pointe Homes Inc. | 0.00% | 1,000 | $32K | No change |
| ENR Energizer Holdings Inc. | 0.00% | 1,057 | $32K | No change |
| SO The Southern Co. | 0.00% | 340 | $31K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 735 | $31K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 304 | $30K | No change |
| AOR iShares Core 60/40 Balanced | 0.00% | 514 | $30K | No change |
| SBAC SBA Communications Corp. | 0.00% | 132 | $29K | No change |
| PPG PPG Industries Inc. | 0.00% | 260 | $28K | No change |
| EMC GLB X Emrg MRKT GRT Cnsumr | 0.00% | 1,072 | $28K | Reduce -51.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.00% | 554 | $27K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 413 | $27K | Add +726.0% |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.00% | 1,130 | $27K | New |
| EFAX State Street SPDR MSCI Eafe | 0.00% | 586 | $25K | No change |
| GTLS Chart Industries Inc. | 0.00% | 174 | $25K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 227 | $25K | No change |
| PJUL Innovator U.S. Equity Power | 0.00% | 615 | $25K | No change |
| PNC PNC Financial Services Group | 0.00% | 138 | $24K | No change |
| EBAY eBay Inc. | 0.00% | 358 | $24K | New |
| KVUE Kenvue Inc. | 0.00% | 1,000 | $24K | Reduce -50.0% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 403 | $24K | No change |
| EA Electronic Arts Inc. | 0.00% | 160 | $23K | Reduce -53.9% |
| VNQ Vanguard Real Estate ETF | 0.00% | 249 | $23K | Add +2.5% |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 275 | $22K | No change |
| HII Huntington Ingalls Industrie | 0.00% | 108 | $22K | No change |
| CCL Carnival Corp. | 0.00% | 1,109 | $22K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 514 | $22K | Add +3571.4% |
| EQT Eqt Corp. | 0.00% | 400 | $21K | No change |
| PCAR Paccar Inc. | 0.00% | 215 | $21K | No change |
| OEF iShares S&P 100 ETF | 0.00% | 77 | $21K | No change |
| GPC Genuine Parts Co. | 0.00% | 170 | $20K | No change |
| IYH iShares U.S. Healthcare ETF | 0.00% | 330 | $20K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.00% | 200 | $20K | No change |
| HAL Halliburton Co. | 0.00% | 778 | $20K | New |
| AMD Advanced Micro Devices | 0.00% | 188 | $19K | No change |
| WELL Welltower Inc. | 0.00% | 125 | $19K | No change |
| DELL Dell Technologies -C | 0.00% | 206 | $19K | No change |
| WM Waste Management Inc. | 0.00% | 80 | $19K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 139 | $18K | No change |
| ED Consolidated Edison Inc. | 0.00% | 165 | $18K | No change |
| DG Dollar General Corp. | 0.00% | 205 | $18K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 51 | $18K | No change |
| TSEM Tower Semiconductor Ltd. | 0.00% | 500 | $18K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 250 | $18K | No change |
| SPEM State Street SP PTF Em ETF | 0.00% | 448 | $18K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 150 | $17K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 150 | $17K | No change |
| NEU Newmarket Corp. | 0.00% | 29 | $17K | No change |
| SRE Sempra | 0.00% | 229 | $16K | No change |
| KYN Kayne Anderson Energy Infra | 0.00% | 1,266 | $16K | No change |
| UBER Uber Technologies Inc. | 0.00% | 214 | $16K | No change |
| WPM Wheaton Precious Metals Corp. | 0.00% | 200 | $16K | No change |
| EVRG Evergy Inc. | 0.00% | 220 | $15K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 230 | $15K | No change |
| HCA HCA Healthcare Inc. | 0.00% | 42 | $15K | No change |
| TEL Te Connectivity PLC | 0.00% | 100 | $14K | No change |
| IHAK iShares Cybersecurity & Tech | 0.00% | 300 | $14K | No change |
| O Realty Income Corp. | 0.00% | 238 | $14K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 107 | $14K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 55 | $13K | No change |
| AFL Aflac Inc. | 0.00% | 120 | $13K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 130 | $13K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 131 | $13K | No change |
| SBUX Starbucks Corp. | 0.00% | 133 | $13K | No change |
| ETR Entergy Corp. | 0.00% | 152 | $13K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 125 | $13K | No change |
| TYG Tortoise Energy Infrastruct | 0.00% | 298 | $13K | No change |
| EOG EOG Resources Inc. | 0.00% | 100 | $13K | No change |
| PAYX Paychex Inc. | 0.00% | 80 | $12K | No change |
| FDX FedEx Corp. | 0.00% | 50 | $12K | Reduce -47.4% |
| PFS Provident Financial Services | 0.00% | 709 | $12K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 101 | $12K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 450 | $12K | No change |
| IYW iShares Ustechnology ETF | 0.00% | 85 | $12K | No change |
| CSL Carlisle Cos Inc. | 0.00% | 35 | $12K | No change |
| XLV SS Health Care Select Sector | 0.00% | 81 | $12K | No change |
| JCI Johnson Controls Internation | 0.00% | 147 | $12K | No change |
| DOV Dover Corp. | 0.00% | 65 | $11K | No change |
| CEF Sprott Physical Gold and Sil | 0.00% | 400 | $11K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 60 | $11K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 600 | $11K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 199 | $11K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.00% | 180 | $11K | No change |
| VNT Vontier Corp. | 0.00% | 323 | $11K | No change |
| OGS One Gas Inc. | 0.00% | 140 | $11K | No change |
| SNOW Snowflake Inc. | 0.00% | 72 | $11K | No change |
| NLY Annaly Capital Management Inc. | 0.00% | 500 | $11K | No change |
| CCI Crown Castle Inc. | 0.00% | 100 | $10K | Reduce -20.0% |
| KHC The Kraft Heinz Co. | 0.00% | 340 | $10K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 327 | $10K | New |
| EEMX State Street SPDR MSCI Emerg | 0.00% | 300 | $10K | No change |
| SMR Nuscale Power Corp. | 0.00% | 700 | $10K | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 126 | $10K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 159 | $9K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 120 | $9K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 34 | $9K | Reduce -82.8% |
| BIPC Brookfield Infrastructure-A | 0.00% | 249 | $9K | No change |
| SOXQ Invesco PHLX Semiconductor | 0.00% | 265 | $9K | No change |
| DFAT Dimensional US Target Value | 0.00% | 170 | $9K | No change |
| ZTS Zoetis Inc. | 0.00% | 53 | $9K | Add +6.0% |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 70 | $8K | No change |
| PKB Invesco Building & Construct | 0.00% | 125 | $8K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 20 | $8K | No change |
| BND Vanguard Total Bond Market | 0.00% | 113 | $8K | New |
| PPA Invesco Aerospace & Defense | 0.00% | 71 | $8K | No change |
| AEG Aegon Ltd.-NY Reg SHR | 0.00% | 1,249 | $8K | New |
| BAX Baxter International Inc. | 0.00% | 240 | $8K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 149 | $8K | No change |
| ILMN Illumina Inc. | 0.00% | 98 | $8K | Reduce -17.6% |
| GSK GSK PLC-Spon ADR | 0.00% | 198 | $8K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 720 | $8K | Add +10185.7% |
| UAL United Airlines Holdings Inc. | 0.00% | 110 | $8K | Reduce -2.6% |
| SHEL Shell PLC-ADR | 0.00% | 100 | $7K | No change |
| PNQI Invesco Nasdaq Internet ETF | 0.00% | 160 | $7K | No change |
| PHO Invesco Water Resources ETF | 0.00% | 107 | $7K | No change |
| PTF Invesco Dorsey Wright Tech | 0.00% | 110 | $6K | No change |
| NXPI NXP Semiconductors NV | 0.00% | 34 | $6K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 50 | $6K | No change |
| ARTY iShares Future AI & Tech ETF | 0.00% | 200 | $6K | Reduce -63.6% |
| MP MP Materials Corp. | 0.00% | 250 | $6K | Reduce -39.0% |
| NUE Nucor Corp. | 0.00% | 50 | $6K | New |
| PSI Invesco Semiconductors ETF | 0.00% | 126 | $6K | No change |
| VAC Marriott Vacations World | 0.00% | 90 | $6K | No change |
| ITB iShares U.S. Home Constructi | 0.00% | 58 | $6K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 589 | $6K | Add +14625.0% |
| SOLV Solventum Corp. | 0.00% | 72 | $5K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 156 | $5K | Add +69.6% |
| CTVA Corteva Inc. | 0.00% | 85 | $5K | New |
| ESGD iShares Trust iShares ESG Aw | 0.00% | 60 | $5K | New |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 134 | $5K | No change |
| GHC Graham Holdings Co. Class B | 0.00% | 5 | $5K | No change |
| NEM Newmont Corp. | 0.00% | 98 | $5K | No change |
| BKR Baker Hughes Co. | 0.00% | 107 | $5K | New |
| GXO Gxo Logistics Inc. | 0.00% | 120 | $5K | Add +4.3% |
| DFEM Dimensional Emrg MRKT Core | 0.00% | 177 | $5K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 58 | $5K | New |
| MS Morgan Stanley | 0.00% | 37 | $4K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 20 | $4K | No change |
| MVPA Miller Value Partners App filed as ADVISOR MANAGED PORTFOLIOS | 0.00% | 126 | $4K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.00% | 60 | $4K | No change |
| CLDI Calidi Biotherapeutics Inc. | 0.00% | 6,342 | $4K | No change |
| VTRS Viatris Inc. | 0.00% | 406 | $4K | Add +44.0% |
| ELME Elme Communities | 0.00% | 200 | $4K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 216 | $3K | New |
| AA Alcoa Corp. | 0.00% | 102 | $3K | No change |
| WAB Wabtec Corp. | 0.00% | 17 | $3K | New |
| XRAY Dentsply Sirona Inc. | 0.00% | 200 | $3K | No change |
| IFRA iShares US Infrastructure | 0.00% | 66 | $3K | No change |
| DOW Dow Inc. | 0.00% | 85 | $3K | New |
| LEN Lennar Corp. Class A | 0.00% | 25 | $3K | No change |
| MOS The Mosaic Co. | 0.00% | 105 | $3K | New |
| VNOM Viper Energy Inc. | 0.00% | 62 | $3K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 40 | $3K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 4 | $3K | No change |
| NEOG Neogen Corp. | 0.00% | 300 | $3K | No change |
| JETS US Global Jets ETF | 0.00% | 110 | $2K | No change |
| REPX Riley Exploration Permian Inc. | 0.00% | 75 | $2K | No change |
| PDBC Invesco Optimum Yield Divers | 0.00% | 160 | $2K | Reduce -16.2% |
| EXAS Exact Sciences Corp. | 0.00% | 50 | $2K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 10 | $2K | No change |
| FSLR First Solar Inc. | 0.00% | 15 | $2K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 24 | $2K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 80 | $2K | No change |
| AZZ Azz Inc. | 0.00% | 21 | $2K | No change |
| HPQ HP Inc. | 0.00% | 63 | $2K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 14 | $2K | New |
| SCI Service Corp. International | 0.00% | 20 | $2K | No change |
| INSM Insmed Inc. | 0.00% | 20 | $2K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 8 | $1K | No change |
| ESPO Vaneck Videogaming Esports | 0.00% | 15 | $1K | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 48 | $1K | New |
| INTU Intuit Inc. | 0.00% | 2 | $1K | No change |
| FHLC Fidelity MSCI Health Care | 0.00% | 17 | $1K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 5 | $1K | No change |
| BEDZ Advisorshares Hotel ETF | 0.00% | 40 | $1K | No change |
| JNK SS SPDR BB High Yield Bond | 0.00% | 12 | $1K | New |
| ARCC Ares Capital Corp. | 0.00% | 48 | $1K | No change |
| FTRE Fortrea Holdings Inc. | 0.00% | 137 | $1K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 11 | $997 | New |
| LUMN Lumen Technologies Inc. | 0.00% | 233 | $914 | New |
| FIDU Fidelity MSCI Indust Indx | 0.00% | 12 | $822 | No change |
| OGN Organon & Co. | 0.00% | 48 | $715 | New |
| CVU Cpi Aerostructures Inc. | 0.00% | 205 | $712 | New |
| BIIB Biogen Inc. | 0.00% | 5 | $685 | No change |
| HBI Hanesbrands Inc. | 0.00% | 113 | $654 | No change |
| CEG Constellation Energy | 0.00% | 3 | $623 | No change |
| VNO Vornado Realty Trust | 0.00% | 15 | $555 | No change |
| CC The Chemours Co. | 0.00% | 40 | $542 | New |
| NTRS Northern Trust Corp. | 0.00% | 5 | $494 | New |
| ARKK ARK Innovation ETF | 0.00% | 10 | $480 | Reduce -90.9% |
| EXC Exelon Corp. | 0.00% | 10 | $478 | No change |
| RYN Rayonier Inc. | 0.00% | 16 | $437 | No change |
| TSCO Tractor Supply Company | 0.00% | 8 | $431 | No change |
| EMLC Vaneck JPM Em Local Curr BND | 0.00% | 18 | $430 | New |
| UNIT Uniti Group LLC Com SHS | 0.00% | 71 | $358 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 6 | $348 | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 5 | $345 | No change |
| MRP Millrose Properties | 0.00% | 12 | $319 | No change |
| ARKG ARK Genomic Revolution ETF | 0.00% | 15 | $312 | No change |
| RIG Transocean Ltd. | 0.00% | 91 | $289 | New |
| LITS Lite Strategy Inc. filed as MEI PHARMA INC | 0.00% | 126 | $276 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 50 | $264 | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 6 | $243 | New |
| RUN Sunrun Inc. | 0.00% | 40 | $235 | No change |
| WAL Western Alliance Bancorp | 0.00% | 3 | $231 | No change |
| DXC DXC Technology Co. | 0.00% | 13 | $222 | No change |
| HRTX Heron Therapeutics Inc. | 0.00% | 100 | $220 | No change |
| BW Babcock & Wilcox Enterpr | 0.00% | 325 | $219 | New |
| AAL American Airlines Group Inc. | 0.00% | 20 | $211 | New |
| TNDM Tandem Diabetes Care Inc. | 0.00% | 9 | $173 | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 2 | $169 | No change |
| NOV Nov Inc. | 0.00% | 8 | $122 | No change |
| DDOG Datadog Inc. Class A | 0.00% | 1 | $100 | No change |
| ICLN iShares Global Clean Energy | 0.00% | 5 | $58 | Reduce -66.7% |
| UAA Under Armour Inc. Class A | 0.00% | 9 | $57 | No change |
| UA Under Armour Inc. Class C | 0.00% | 9 | $54 | No change |
| PLUG Plug Power Inc. | 0.00% | 38 | $52 | No change |
| SEDG Solaredge Technologies Inc. | 0.00% | 3 | $49 | No change |
| VSTM Verastem Inc. | 0.00% | 6 | $37 | No change |
| DNOW Dnow Inc. | 0.00% | 2 | $35 | No change |
| IGC Igc Pharma Inc. | 0.00% | 30 | $9 | No change |
| TLRY Tilray Brands Inc. | 0.00% | 8 | $6 | No change |
| CGC Canopy Growth Corp. | 0.00% | 2 | $2 | No change |
| OGEN Oragenics Inc. | 0.00% | 2 | $1 | No change |