| VOO Vanguard S&P 500 ETF | 18.50% | 43,787 | $25.4M | Add +10.0% |
| NVDA Nvidia Corp. | 7.63% | 59,007 | $10.5M | Add +7.2% |
| IGM iShares Expanded Tech Sector | 7.19% | 85,267 | $9.9M | Add +6.9% |
| VOOV Vanguard S&P 500 Value ETF | 3.84% | 27,692 | $5.3M | Reduce -0.4% |
| AAPL Apple Inc. | 3.52% | 23,320 | $4.8M | Add +5.7% |
| MSFT Microsoft Corp. | 3.50% | 9,028 | $4.8M | Add +8.7% |
| COWZ Pacer US Cash Cows 100 ETF | 2.60% | 64,260 | $3.6M | Reduce -20.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.13% | 5,191 | $2.9M | Add +14.1% |
| V Visa Inc. Class A | 1.96% | 7,794 | $2.7M | Add +4.0% |
| AMZN Amazon.com Inc. | 1.95% | 11,466 | $2.7M | Add +11.2% |
| META Meta Platforms Inc. Class A | 1.58% | 2,807 | $2.2M | Add +8.3% |
| GOOGL Alphabet Inc. Class A | 1.54% | 11,061 | $2.1M | Add +5.6% |
| JPM JPMorgan Chase & Co. | 1.48% | 6,872 | $2.0M | Add +8.4% |
| SCHD Schwab US DVD Equity ETF | 1.42% | 73,558 | $1.9M | Add +13.1% |
| TSLA Tesla Inc. | 1.26% | 5,628 | $1.7M | Add +9.1% |
| NFLX Netflix Inc. | 1.25% | 1,480 | $1.7M | Add +7.3% |
| AVGO Broadcom Inc. | 1.15% | 5,385 | $1.6M | Add +9.4% |
| GOOG Alphabet Inc. Class C | 1.07% | 7,656 | $1.5M | Add +9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 2,947 | $1.4M | Reduce -1.3% |
| VYM Vanguard High DVD Yield ETF | 0.97% | 9,993 | $1.3M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.96% | 6,679 | $1.3M | Reduce -2.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.93% | 4,399 | $1.3M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.88% | 3,912 | $1.2M | Add +3.0% |
| CRM Salesforce Inc. | 0.87% | 4,625 | $1.2M | Add +5.0% |
| TMO Thermo Fisher Scientific Inc. | 0.82% | 2,420 | $1.1M | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.76% | 6,573 | $1.0M | Reduce -2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.64% | 4,991 | $884K | Add +16.0% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.62% | 9,533 | $846K | Reduce -1.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.59% | 8,725 | $812K | Add +8.2% |
| ADBE Adobe Inc. | 0.57% | 2,207 | $789K | Reduce -0.4% |
| BX Blackstone Inc. | 0.56% | 4,478 | $775K | Reduce -0.6% |
| VTHR Vanguard Russell 3000 | 0.54% | 2,655 | $740K | No change |
| RTX RTX Corp. | 0.52% | 4,578 | $721K | Add +18.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.51% | 2,930 | $708K | Add +0.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.49% | 6,116 | $667K | New |
| JNJ Johnson & Johnson | 0.46% | 3,820 | $629K | Reduce -12.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.46% | 1,525 | $627K | Add +2.9% |
| HACK Amplify Cybersecurity ETF | 0.45% | 7,236 | $614K | No change |
| UNH Unitedhealth Group Inc. | 0.43% | 2,345 | $585K | Reduce -5.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.39% | 3,219 | $539K | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 1,176 | $535K | No change |
| KO The Coca-Cola Co. | 0.39% | 7,879 | $535K | Add +1.9% |
| NOW ServiceNow Inc. | 0.36% | 530 | $500K | Reduce -2.8% |
| NEE Nextera Energy Inc. | 0.36% | 6,909 | $491K | Reduce -2.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.35% | 3,913 | $488K | Add +12.3% |
| LLY Eli Lilly & Co. | 0.35% | 659 | $488K | Add +22.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.32% | 1,139 | $433K | Add +85.5% |
| SPGP Invesco S&P 500 Garp ETF | 0.29% | 3,724 | $406K | Reduce -4.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.29% | 4,532 | $404K | Add +5.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 881 | $400K | Add +14.6% |
| ISRG Intuitive Surgical Inc. | 0.29% | 831 | $400K | Add +10.7% |
| MS Morgan Stanley | 0.29% | 2,804 | $399K | Add +30.7% |
| PANW Palo Alto Networks Inc. | 0.28% | 2,245 | $390K | Add +15.8% |
| WMT Walmart Inc. | 0.27% | 3,848 | $377K | Add +61.8% |
| FCX Freeport-McMoran Inc. | 0.27% | 9,229 | $373K | Add +7.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.26% | 4,399 | $356K | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 7,369 | $348K | Add +18.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.25% | 3,584 | $347K | Add +0.5% |
| GD General Dynamics Corp. | 0.25% | 1,088 | $341K | No change |
| ARKW ARK Next Generation Technolo | 0.24% | 2,055 | $325K | No change |
| VZ Verizon Communications Inc. | 0.23% | 7,263 | $315K | No change |
| MRK Merck & Co. Inc. | 0.23% | 3,994 | $312K | No change |
| CSCO Cisco Systems Inc. | 0.22% | 4,500 | $306K | No change |
| CMI Cummins Inc. | 0.22% | 822 | $302K | Add +14.6% |
| PM Philip Morris International | 0.22% | 1,832 | $301K | Add +5.8% |
| PAVE Global X US Infrastructure | 0.22% | 6,575 | $300K | Reduce -0.2% |
| MMM 3M Co. | 0.22% | 2,013 | $300K | Add +4.8% |
| COST Costco Wholesale Corp. | 0.22% | 317 | $298K | Add +41.5% |
| KBWB Invesco KBW Bank ETF | 0.22% | 4,042 | $297K | Add +1.5% |
| ADI Analog Devices Inc. | 0.21% | 1,286 | $289K | Add +8.8% |
| AMGN Amgen Inc. | 0.21% | 959 | $283K | No change |
| GS Goldman Sachs Group Inc. | 0.21% | 390 | $282K | Add +84.0% |
| ORCL Oracle Corp. | 0.20% | 1,108 | $281K | Add +43.0% |
| MCD McDonald's Corp. | 0.19% | 876 | $263K | Add +5.5% |
| DHR Danaher Corp. | 0.19% | 1,318 | $260K | No change |
| C Citigroup Inc. | 0.19% | 2,759 | $259K | Add +69.9% |
| GEV GE Vernova Inc. | 0.19% | 391 | $258K | New |
| VGIT Vanguard Intermediate-Term T | 0.19% | 4,310 | $256K | New |
| HD Home Depot Inc. | 0.18% | 681 | $250K | No change |
| ABT Abbott Laboratories | 0.18% | 1,924 | $243K | Add +25.1% |
| WELL Welltower Inc. | 0.17% | 1,448 | $239K | No change |
| PG The Procter & Gamble Co. | 0.17% | 1,538 | $231K | Add +11.1% |
| QCOM Qualcomm Inc. | 0.16% | 1,539 | $226K | Reduce -0.8% |
| OKTA Okta Inc. | 0.16% | 2,219 | $217K | No change |
| ADSK Autodesk Inc. | 0.15% | 696 | $211K | Reduce -2.0% |
| IYH iShares U.S. Healthcare ETF | 0.15% | 3,839 | $211K | Reduce -30.7% |
| GLW Corning Inc. | 0.15% | 3,307 | $209K | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.14% | 1,999 | $194K | No change |
| NVS Novartis AG-Sponsored ADR | 0.14% | 1,681 | $191K | Add +8.4% |
| SYK Stryker Corp. | 0.14% | 483 | $190K | Add +8.8% |
| JCI Johnson Controls Internation | 0.14% | 1,800 | $189K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.13% | 3,200 | $185K | Reduce -3.0% |
| MUB iShares National Muni Bond E | 0.13% | 1,782 | $185K | New |
| MO Altria Group Inc. | 0.13% | 2,970 | $184K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.13% | 2,003 | $184K | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 0.13% | 415 | $183K | Reduce -12.8% |
| MA Mastercard Inc. Class A | 0.13% | 320 | $182K | Add +57.6% |
| LMT Lockheed Martin Corp. | 0.13% | 429 | $181K | Reduce -10.4% |
| TRV The Travelers Cos Inc. | 0.13% | 679 | $177K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 3,549 | $173K | Reduce -36.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 568 | $160K | Add +5.2% |
| TFC Truist Financial Corp. | 0.11% | 3,503 | $153K | No change |
| MBB iShares MBS ETF | 0.11% | 1,635 | $152K | New |
| VRT Vertiv Holdings Co. Class A | 0.11% | 1,007 | $147K | New |
| DFAI Dimensional International Co. | 0.11% | 4,254 | $145K | Add +57.6% |
| CALM Cal-Maine Foods Inc. | 0.10% | 1,300 | $144K | No change |
| ABNB Airbnb Inc. Class A | 0.10% | 1,080 | $143K | Reduce -3.7% |
| SMCI Super Micro Computer Inc. | 0.10% | 2,393 | $141K | Reduce -11.3% |
| AMAT Applied Materials Inc. | 0.10% | 783 | $141K | Reduce -9.2% |
| SNOW Snowflake Inc. | 0.10% | 626 | $140K | Add +909.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.10% | 600 | $138K | Add +21.2% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.10% | 3,098 | $138K | New |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 708 | $130K | Reduce -47.5% |
| HUBB Hubbell Inc. | 0.09% | 292 | $128K | No change |
| NUW Nuveen Amt-Free Muni Val | 0.09% | 9,270 | $127K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.09% | 2,948 | $126K | Reduce -0.7% |
| AXP American Express Co. | 0.09% | 419 | $126K | No change |
| GPC Genuine Parts Co. | 0.09% | 975 | $126K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.09% | 1,728 | $126K | No change |
| FTNT Fortinet Inc. | 0.09% | 1,249 | $125K | No change |
| TXN Texas Instruments Inc. | 0.09% | 681 | $123K | Add +11.5% |
| VCIT Vanguard Int-Term Corporate | 0.09% | 1,489 | $123K | New |
| PEP Pepsico Inc. | 0.09% | 865 | $119K | No change |
| VGSH Vanguard Short-Term Treasury | 0.09% | 2,033 | $119K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 467 | $118K | Add +19.7% |
| STM Stmicroelectronics NV-NY SHS | 0.09% | 4,645 | $118K | No change |
| ABBV Abbvie Inc. | 0.09% | 621 | $117K | Add +31.0% |
| EMR Emerson Electric Co. | 0.08% | 788 | $115K | Add +25.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 898 | $112K | No change |
| CAT Caterpillar Inc. | 0.08% | 253 | $111K | Add +155.6% |
| AMD Advanced Micro Devices | 0.08% | 626 | $110K | No change |
| ZS Zscaler Inc. | 0.08% | 379 | $108K | Add +24.3% |
| DTE DTE Energy Company | 0.08% | 781 | $108K | Add +67.2% |
| SCHP Schwab U.S. Tips ETF | 0.08% | 4,000 | $106K | No change |
| BMY Bristol-Myers Squibb Co. | 0.08% | 2,422 | $106K | No change |
| GSL Global Ship Lease Inc. Class A | 0.08% | 3,720 | $106K | No change |
| TLT iShares 20+ Year Treasury BD | 0.08% | 1,220 | $106K | New |
| WPC WP Carey Inc. | 0.07% | 1,600 | $103K | No change |
| CVX Chevron Corp. | 0.07% | 667 | $101K | No change |
| KMB Kimberly-Clark Corp. | 0.07% | 811 | $101K | No change |
| XLF SS Financial Select Sector | 0.07% | 1,922 | $101K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 502 | $100K | No change |
| EPD Enterprise Products Partners | 0.07% | 3,200 | $99K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.07% | 95 | $99K | Add +11.8% |
| ETN Eaton Corp. PLC | 0.07% | 247 | $95K | Add +1.6% |
| VXUS Vanguard Total Intl Stock | 0.07% | 1,376 | $94K | Add +411.5% |
| VHT Vanguard Health Care ETF | 0.07% | 387 | $93K | No change |
| INTC Intel Corp. | 0.07% | 4,663 | $92K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 382 | $92K | Add +124.7% |
| XOM Exxon Mobil Corp. | 0.07% | 817 | $91K | Add +141.0% |
| SMH Vaneck Semiconductor ETF | 0.06% | 309 | $89K | Add +4.0% |
| PGR Progressive Corp. | 0.06% | 365 | $88K | No change |
| FAST Fastenal Co. | 0.06% | 1,880 | $87K | No change |
| SBUX Starbucks Corp. | 0.06% | 971 | $87K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.06% | 519 | $81K | No change |
| DOC Healthpeak Properties Inc. | 0.06% | 4,608 | $78K | No change |
| WM Waste Management Inc. | 0.06% | 340 | $78K | Add +93.2% |
| DUK Duke Energy Corp. | 0.06% | 640 | $78K | No change |
| PFE Pfizer Inc. | 0.06% | 3,280 | $76K | No change |
| VIS Vanguard Industrials ETF | 0.05% | 257 | $75K | No change |
| SAP Sap SE-Sponsored ADR | 0.05% | 259 | $74K | New |
| LOW Lowe's Cos Inc. | 0.05% | 313 | $70K | No change |
| SNPS Synopsys Inc. | 0.05% | 111 | $70K | Add +32.1% |
| VEEV Veeva Systems Inc. Class A | 0.05% | 244 | $69K | No change |
| COR Cencora Inc. | 0.05% | 240 | $69K | No change |
| DE Deere & Co. | 0.05% | 130 | $68K | Add +124.1% |
| SHEL Shell PLC-ADR | 0.05% | 920 | $66K | Add +104.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 232 | $66K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.05% | 1,547 | $66K | New |
| BA The Boeing Co. | 0.05% | 292 | $65K | No change |
| WFC Wells Fargo & Co. | 0.05% | 780 | $63K | No change |
| CSX CSX Corp. | 0.05% | 1,745 | $62K | Add +93.9% |
| UL Unilever PLC | 0.04% | 1,042 | $61K | Add +618.6% |
| SONY Sony Group Corp. - SP ADR | 0.04% | 2,488 | $61K | Add +100.7% |
| DOW Dow Inc. | 0.04% | 2,589 | $60K | No change |
| COF Capital One Financial Corp. | 0.04% | 279 | $60K | New |
| IEF iShares 7-10 Year Treasury B | 0.04% | 629 | $60K | New |
| AFL Aflac Inc. | 0.04% | 575 | $57K | No change |
| PHG Koninklijke Philips NVR- NY | 0.04% | 2,171 | $57K | Add +4.2% |
| DUHP Dimensional US High Profi Et | 0.04% | 1,572 | $57K | No change |
| TTE Totalenergies SE -Spon ADR | 0.04% | 932 | $56K | Add +77.2% |
| BP BP PLC-Spons ADR | 0.04% | 1,719 | $55K | New |
| UBER Uber Technologies Inc. | 0.04% | 628 | $55K | Add +210.9% |
| BKNG Booking Holdings Inc. | 0.04% | 10 | $55K | No change |
| USB US Bancorp | 0.04% | 1,223 | $55K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 495 | $55K | No change |
| CARR Carrier Global Corp. | 0.04% | 784 | $54K | Add +3036.0% |
| BCE Bce Inc. | 0.04% | 2,305 | $54K | No change |
| SCHW Schwab (charles) Corp. | 0.04% | 544 | $53K | New |
| CNA Cna Financial Corp. | 0.04% | 1,150 | $51K | No change |
| USRT iShares Core US REIT ETF | 0.04% | 906 | $51K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.04% | 110 | $49K | No change |
| CGGR Cap Group Growth Equity | 0.03% | 1,134 | $47K | No change |
| IGV iShares Expanded Tech-Softwa | 0.03% | 420 | $47K | New |
| GSK GSK PLC-Spon ADR | 0.03% | 1,239 | $46K | New |
| UNP Union Pacific Corp. | 0.03% | 199 | $44K | Add +54.3% |
| LH Labcorp Holdings Inc. | 0.03% | 166 | $43K | No change |
| VEA Vanguard Ftse Developed ETF | 0.03% | 747 | $42K | No change |
| XLY SS Consumer Disc Select Sect | 0.03% | 188 | $42K | New |
| AMT American Tower Corp. | 0.03% | 198 | $41K | Add +54.7% |
| BLK BlackRock Inc. | 0.03% | 37 | $41K | No change |
| UPS United Parcel Service Class B | 0.03% | 466 | $40K | No change |
| EFA iShares MSCI Eafe ETF | 0.03% | 454 | $40K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 590 | $39K | No change |
| ROP Roper Technologies Inc. | 0.03% | 71 | $39K | Add +42.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 56 | $39K | New |
| LNG Cheniere Energy Inc. | 0.03% | 165 | $39K | New |
| GM General Motors Co. | 0.03% | 720 | $38K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 767 | $38K | No change |
| KKR KKR & Co. Inc. | 0.03% | 257 | $38K | New |
| SPOT Spotify Technology SA | 0.03% | 58 | $36K | Add +427.3% |
| ARM Arm Holdings PLC-ADR | 0.03% | 257 | $36K | No change |
| STT State Street Corp. | 0.03% | 325 | $36K | No change |
| UBS UBS Group AG-Reg | 0.03% | 969 | $36K | New |
| XLV SS Health Care Select Sector | 0.03% | 277 | $36K | New |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 509 | $35K | Add +14.4% |
| EVRG Evergy Inc. | 0.03% | 492 | $35K | No change |
| IR Ingersoll-Rand Inc. | 0.03% | 409 | $35K | New |
| SU Suncor Energy Inc. | 0.03% | 870 | $34K | New |
| ICE Intercontinental Exchange Inc. | 0.02% | 185 | $34K | Add +8.8% |
| DELL Dell Technologies -C | 0.02% | 251 | $33K | No change |
| APH Amphenol Corp. Class A | 0.02% | 313 | $33K | Add +18.6% |
| GIS General Mills Inc. | 0.02% | 669 | $33K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.02% | 405 | $33K | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.02% | 1,414 | $33K | New |
| DOV Dover Corp. | 0.02% | 180 | $33K | No change |
| INTU Intuit Inc. | 0.02% | 41 | $32K | Add +485.7% |
| CNQ Canadian Natural Resources | 0.02% | 1,000 | $32K | New |
| FBRT Franklin BSP Realty Trust Inc. | 0.02% | 3,111 | $31K | No change |
| TDY Teledyne Technologies Inc. | 0.02% | 57 | $31K | No change |
| SYY Sysco Corp. | 0.02% | 390 | $31K | No change |
| ITW Illinois Tool Works | 0.02% | 120 | $31K | No change |
| BBN BlackRock Taxable Muni BND | 0.02% | 1,894 | $31K | No change |
| HOLX Hologic Inc. | 0.02% | 452 | $30K | New |
| LEN Lennar Corp. Class A | 0.02% | 269 | $30K | New |
| WDAY Workday Inc. Class A | 0.02% | 130 | $30K | New |
| IYG iShares U.S. Financial Servi | 0.02% | 342 | $30K | No change |
| VLTO Veralto Corp. | 0.02% | 280 | $29K | No change |
| EEM iShares MSCI Emerging Market | 0.02% | 590 | $29K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.02% | 490 | $28K | New |
| ROK Rockwell Automation Inc. | 0.02% | 79 | $28K | No change |
| REZ Ishars Res and Multi Reales | 0.02% | 339 | $27K | No change |
| NBIS Nebius Group NV | 0.02% | 500 | $27K | Reduce -13.6% |
| TU Telus Corp. | 0.02% | 1,690 | $27K | No change |
| MELI MercadoLibre Inc. | 0.02% | 11 | $26K | New |
| BUG Global X Cybersecurity ETF | 0.02% | 747 | $26K | No change |
| USHY iShares Broad Usd High Yield | 0.02% | 683 | $26K | Add +68.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.02% | 142 | $25K | New |
| LAC Lithium Americas Corp. | 0.02% | 9,695 | $25K | Reduce -2.0% |
| FWONK Liberty Media Corp. Class C | 0.02% | 246 | $25K | New |
| SW Smurfit Westrock PLC | 0.02% | 550 | $24K | No change |
| ITA iShares U.S. Aerospace & Def | 0.02% | 123 | $24K | New |
| GBAB Guggenheim Taxable Municipal | 0.02% | 1,587 | $24K | No change |
| URI United Rentals Inc. | 0.02% | 27 | $24K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.02% | 238 | $23K | No change |
| BCS Barclays PLC-Spons ADR | 0.02% | 1,181 | $23K | New |
| NEM Newmont Corp. | 0.02% | 370 | $23K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 234 | $23K | Add +30.0% |
| LAR Lithium Argentina AG | 0.02% | 8,532 | $23K | Reduce -5.5% |
| CMCSA Comcast Corp. Class A | 0.02% | 668 | $22K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 185 | $22K | No change |
| FHB First Hawaiian Inc. | 0.02% | 903 | $22K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 34 | $21K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 247 | $21K | Add +2145.4% |
| BSX Boston Scientific Corp. | 0.02% | 200 | $21K | No change |
| ARKK ARK Innovation ETF | 0.02% | 277 | $21K | No change |
| AEP American Electric Power | 0.02% | 183 | $21K | No change |
| RGLD Royal Gold Inc. | 0.01% | 135 | $20K | No change |
| XEL Xcel Energy Inc. | 0.01% | 277 | $20K | No change |
| IHE iShares US Pharmaceuticals E | 0.01% | 303 | $20K | New |
| GPI Group 1 Automotive Inc. | 0.01% | 48 | $20K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 321 | $20K | New |
| MAR Marriott International Class A | 0.01% | 74 | $20K | No change |
| MCK McKesson Corp. | 0.01% | 28 | $19K | New |
| LUV Southwest Airlines Co. | 0.01% | 625 | $19K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.01% | 305 | $19K | No change |
| HON Honeywell International Inc. | 0.01% | 84 | $19K | No change |
| ELV Elevance Health Inc. | 0.01% | 65 | $18K | Add +828.6% |
| LIT Global X Lithium & Battery T | 0.01% | 447 | $18K | No change |
| SNY Sanofi-ADR | 0.01% | 400 | $18K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 305 | $18K | New |
| PSX Phillips 66 | 0.01% | 146 | $18K | Add +0.7% |
| SPG Simon Property Group Inc. | 0.01% | 110 | $18K | No change |
| MDT Medtronic PLC | 0.01% | 197 | $18K | No change |
| SPGI S&P Global Inc. | 0.01% | 32 | $18K | New |
| COP Conocophillips | 0.01% | 182 | $17K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 170 | $17K | New |
| SRE Sempra | 0.01% | 208 | $17K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 3,976 | $17K | New |
| SMMV iShares MSCI USA Small-Cap M | 0.01% | 394 | $16K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 322 | $16K | New |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 394 | $16K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.01% | 1,135 | $16K | New |
| DASH DoorDash Inc. Class A | 0.01% | 63 | $16K | New |
| CCI Crown Castle Inc. | 0.01% | 148 | $16K | Add +322.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 212 | $15K | No change |
| SO The Southern Co. | 0.01% | 162 | $15K | No change |
| ARKG ARK Genomic Revolution ETF | 0.01% | 642 | $15K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 120 | $15K | Add +100.0% |
| CDNS Cadence Design SYS Inc. | 0.01% | 39 | $14K | No change |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.01% | 132 | $14K | New |
| FDX FedEx Corp. | 0.01% | 62 | $14K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 200 | $14K | Reduce -25.9% |
| UTHR United Therapeutics Corp. | 0.01% | 50 | $14K | No change |
| ED Consolidated Edison Inc. | 0.01% | 129 | $13K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 166 | $13K | No change |
| AVTR Avantor Inc. | 0.01% | 991 | $13K | New |
| LNT Alliant Energy Corp. | 0.01% | 200 | $13K | No change |
| SLV iShares Silver Trust | 0.01% | 390 | $13K | No change |
| TDG Transdigm Group Inc. | 0.01% | 8 | $13K | New |
| RRX Regal Rexnord Corp. | 0.01% | 84 | $13K | New |
| TMC TMC the Metals Co. Inc. | 0.01% | 2,127 | $13K | New |
| LVS Las Vegas Sands Corp. | 0.01% | 233 | $12K | New |
| LYB Lyondellbasell Indu Class A | 0.01% | 205 | $12K | No change |
| GNRC Generac Holdings Inc. | 0.01% | 60 | $12K | Reduce -21.1% |
| MTN Vail Resorts Inc. | 0.01% | 77 | $12K | New |
| EUFN iShares MSCI Europe Financia | 0.01% | 348 | $11K | New |
| KMX Carmax Inc. | 0.01% | 194 | $11K | New |
| WBD Warner Bros Discovery Inc. | 0.01% | 825 | $11K | New |
| MEDP Medpace Holdings Inc. | 0.01% | 25 | $11K | No change |
| DJD Invesco Dow Jones Industrial | 0.01% | 200 | $11K | No change |
| MBLY Mobileye Global Inc. Class A | 0.01% | 726 | $10K | New |
| NKE Nike Inc. Class B | 0.01% | 136 | $10K | No change |
| SLAB Silicon Laboratories Inc. | 0.01% | 76 | $10K | No change |
| CE Celanese Corp. | 0.01% | 190 | $10K | No change |
| IXC iShares Global Energy ETF | 0.01% | 244 | $10K | New |
| IXJ iShares Global Healthcare Et | 0.01% | 118 | $10K | New |
| RMBS Rambus Inc. | 0.01% | 132 | $10K | No change |
| CCJ Cameco Corp. | 0.01% | 127 | $10K | Reduce -20.1% |
| JOBY Joby Aviation Inc. | 0.01% | 563 | $9K | No change |
| HIMS Hims & Hers Health Inc. | 0.01% | 140 | $9K | No change |
| CSQ Calamos Strat TTL RTRN FND | 0.01% | 500 | $9K | No change |
| KXI iShares Global Consumer Stap | 0.01% | 142 | $9K | New |
| CARG Cargurus Inc. | 0.01% | 255 | $8K | New |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 69 | $8K | New |
| GILD Gilead Sciences Inc. | 0.01% | 74 | $8K | Add +362.5% |
| GOOS Canada Goose Holdings Inc. | 0.01% | 753 | $8K | New |
| NCLH Norwegian Cruise Line Holdin | 0.01% | 322 | $8K | No change |
| EXI iShares Global Industrials E | 0.01% | 49 | $8K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.01% | 79 | $7K | No change |
| SWKS Skyworks Solutions Inc. | 0.01% | 105 | $7K | Reduce -91.1% |
| VTWV Vanguard Russell 2000 Value | 0.01% | 50 | $7K | No change |
| KRE SS SPDR S&P Regional Bank | 0.00% | 110 | $7K | No change |
| VC Visteon Corp. | 0.00% | 58 | $6K | Reduce -22.7% |
| CRSP Crispr Therapeutics AG | 0.00% | 114 | $6K | Reduce -2.6% |
| NFGC New Found Gold Corp. | 0.00% | 4,000 | $6K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 59 | $6K | New |
| CCL Carnival Corp. | 0.00% | 200 | $6K | No change |
| XLI SS Industrial Select Sector | 0.00% | 38 | $6K | New |
| CELH Celsius Holdings Inc. | 0.00% | 127 | $6K | No change |
| SYM Symbotic Inc. | 0.00% | 101 | $5K | No change |
| DHI D.R. Horton Inc. | 0.00% | 37 | $5K | New |
| PWR Quanta Services Inc. | 0.00% | 13 | $5K | New |
| HUBS HubSpot Inc. | 0.00% | 10 | $5K | New |
| NET Cloudflare Inc. Class A | 0.00% | 24 | $5K | New |
| TT Trane Technologies PLC | 0.00% | 11 | $5K | New |
| ANET Arista Networks Inc. | 0.00% | 39 | $5K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 181 | $5K | New |
| ITRI Itron Inc. | 0.00% | 37 | $5K | Reduce -21.3% |
| MDY State Street SPDR S&P Midcap | 0.00% | 8 | $5K | No change |
| PLNT Planet Fitness Inc. Class A | 0.00% | 42 | $5K | No change |
| NTRA Natera Inc. | 0.00% | 34 | $5K | New |
| CVNA Carvana Co. | 0.00% | 11 | $4K | New |
| SE Sea Ltd.-ADR | 0.00% | 26 | $4K | New |
| ELAN Elanco Animal Health Inc. | 0.00% | 294 | $4K | New |
| MKL Markel Group Inc. | 0.00% | 2 | $4K | No change |
| INSM Insmed Inc. | 0.00% | 37 | $4K | New |
| MNDY Monday.com Ltd. | 0.00% | 15 | $4K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 29 | $4K | New |
| CB Chubb Ltd. | 0.00% | 14 | $4K | No change |
| FOXF Fox Factory Holding Corp. | 0.00% | 122 | $4K | New |
| MRP Millrose Properties | 0.00% | 121 | $4K | New |
| OMC Omnicom Group | 0.00% | 49 | $4K | No change |
| TIDAL TRUST II | 0.00% | 52 | $4K | No change |
| EXPE Expedia Group Inc. | 0.00% | 19 | $3K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 42 | $3K | Reduce -20.8% |
| FPH Five Point Holdings LLC Class A | 0.00% | 621 | $3K | New |
| HBAN Huntington Bancshares Inc. | 0.00% | 200 | $3K | No change |
| WEX Wex Inc. | 0.00% | 19 | $3K | No change |
| D Dominion Energy Inc. | 0.00% | 55 | $3K | No change |
| LBRDK Liberty Broadband-C | 0.00% | 48 | $3K | No change |
| NOC Northrop Grumman Corp. | 0.00% | 5 | $3K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 36 | $3K | New |
| APP AppLovin Corp. Class A | 0.00% | 7 | $3K | New |
| EQT Eqt Corp. | 0.00% | 50 | $3K | No change |
| BUZZ Vaneck Social Sentiment ETF | 0.00% | 83 | $3K | No change |
| LRCX Lam Research Corp. | 0.00% | 28 | $3K | New |
| ECL Ecolab Inc. | 0.00% | 10 | $3K | No change |
| AWK American Water Works Co. Inc. | 0.00% | 18 | $3K | No change |
| CVS CVS Health Corp. | 0.00% | 39 | $2K | No change |
| RY Royal Bank of Canada | 0.00% | 19 | $2K | New |
| ISOU Isoenergy Ltd. | 0.00% | 374 | $2K | New |
| YOLO Advisorshares Pure Cannabis | 0.00% | 1,095 | $2K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 51 | $2K | No change |
| ILMN Illumina Inc. | 0.00% | 21 | $2K | Reduce -12.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 31 | $2K | No change |
| ENB Enbridge Inc. | 0.00% | 41 | $2K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 11 | $2K | No change |
| RRC Range Resources Corp. | 0.00% | 50 | $2K | No change |
| DOCS Doximity Inc. Class A | 0.00% | 31 | $2K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 174 | $2K | No change |
| U Unity Software Inc. | 0.00% | 50 | $2K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 18 | $2K | No change |
| RWJ Invesco S&P Smallcap 600 | 0.00% | 36 | $2K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 7 | $2K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 28 | $1K | No change |
| POET Poet Technologies Inc. | 0.00% | 250 | $1K | No change |
| VGK Vanguard Ftse Europe ETF | 0.00% | 18 | $1K | New |
| ARKX ARK Space & Defense Innovati | 0.00% | 50 | $1K | No change |
| WRN Western Copper and Gold Corp. | 0.00% | 1,000 | $1K | No change |
| VRNT Verint Systems Inc. | 0.00% | 50 | $1K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 12 | $1K | No change |
| BEAM Beam Therapeutics Inc. | 0.00% | 50 | $986 | No change |
| UPST Upstart Holdings Inc. | 0.00% | 12 | $981 | Reduce -25.0% |
| NICE Nice Ltd. - Spon ADR | 0.00% | 6 | $936 | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 13 | $935 | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 13 | $923 | No change |
| LNC Lincoln National Corp. | 0.00% | 23 | $887 | No change |
| DVS Dolly Varden Silver Ltd. | 0.00% | 250 | $838 | New |
| IYK iShares US Consumer Staples | 0.00% | 12 | $822 | No change |
| TOST Toast Inc. Class A | 0.00% | 16 | $781 | No change |
| CCLD Carecloud Inc. | 0.00% | 281 | $669 | Reduce -20.2% |
| HL Hecla Mining Co. | 0.00% | 116 | $666 | No change |
| ARAY Accuray Inc. | 0.00% | 479 | $627 | Reduce -20.2% |
| DLR Digital Realty Trust Inc. | 0.00% | 3 | $529 | No change |
| DJT Trump Media & Technology Gro | 0.00% | 30 | $528 | No change |
| GXO Gxo Logistics Inc. | 0.00% | 10 | $497 | No change |
| KVYO Klaviyo Inc. Class A | 0.00% | 15 | $467 | No change |
| OGN Organon & Co. | 0.00% | 46 | $446 | No change |
| MRNA Moderna Inc. | 0.00% | 14 | $414 | No change |
| AI C3.AI Inc. Class A | 0.00% | 17 | $401 | No change |
| PENN Penn Entertainment Inc. | 0.00% | 18 | $325 | No change |
| ATOM Atomera Inc. | 0.00% | 64 | $320 | Reduce -20.0% |
| HSY The Hershey Co. | 0.00% | 1 | $186 | No change |
| PLUG Plug Power Inc. | 0.00% | 92 | $138 | Reduce -20.7% |
| FTRE Fortrea Holdings Inc. | 0.00% | 20 | $115 | Reduce -83.5% |
| KD Kyndryl Holdings Inc. | 0.00% | 3 | $113 | No change |
| GRAL Grail Inc. | 0.00% | 3 | $103 | No change |
| CTXR Citius Pharmaceuticals Inc. | 0.00% | 42 | $58 | No change |
| QVCAQ QVC Group Inc. | 0.00% | 10 | $39 | No change |
| JOUT Johnson Outdoors Inc. Class A | 0.00% | 1 | $33 | No change |
| CWH Camping World Holdings Inc. Class A | 0.00% | 1 | $14 | No change |