| VCIT Vanguard Int-Term Corporate | 7.56% | 183,524 | $15.2M | Add +3.9% |
| QQQ Invesco QQQ Trust Series 1 | 7.02% | 24,410 | $14.1M | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 5.17% | 14,866 | $10.4M | Reduce -0.1% |
| SMH Vaneck Semiconductor ETF | 3.65% | 19,107 | $7.3M | Reduce -0.5% |
| XLE SS Energy Select Sector | 3.63% | 119,139 | $7.3M | Reduce -8.4% |
| VCR Vanguard Consumer Discre ETF | 3.27% | 18,300 | $6.6M | Reduce -0.2% |
| IMTM iShares MSCI Intl Momentum F | 3.12% | 130,424 | $6.3M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 2.82% | 39,212 | $5.7M | Add +0.1% |
| XLV SS Health Care Select Sector | 2.67% | 36,621 | $5.4M | Reduce -5.7% |
| VFH Vanguard Financials ETF | 2.42% | 40,151 | $4.9M | Reduce -17.6% |
| IYW iShares Ustechnology ETF | 2.38% | 26,330 | $4.8M | Reduce -2.3% |
| DTCR Global X Data Center & Digit | 2.00% | 167,193 | $4.0M | Add +2.2% |
| VFMO Vanguard US Momentum Factor | 1.89% | 19,229 | $3.8M | Add +4.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.86% | 14,269 | $3.7M | Reduce -11.0% |
| IWY iShares Russell Top 200 Grow | 1.74% | 14,041 | $3.5M | Reduce -5.0% |
| XSMO Invesco S&P Smallcap Momentu | 1.73% | 45,726 | $3.5M | Reduce -1.4% |
| IGM iShares Expanded Tech Sector | 1.63% | 27,669 | $3.3M | Add +2.9% |
| VDE Vanguard Energy ETF | 1.53% | 17,784 | $3.1M | Reduce -14.3% |
| ISCF iShares International Small | 1.50% | 72,081 | $3.0M | Add +86.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.48% | 10,350 | $3.0M | Add +0.2% |
| AAPL Apple Inc. | 1.33% | 10,543 | $2.7M | Add +0.1% |
| VHT Vanguard Health Care ETF | 1.29% | 9,514 | $2.6M | Add +0.8% |
| UFOX Defiance Space and Connectiv | 1.26% | 37,015 | $2.5M | Add +0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.22% | 11,262 | $2.4M | Reduce -11.5% |
| AGG iShares Core U.S. Aggregate | 1.22% | 24,610 | $2.4M | Add +0.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.19% | 10,119 | $2.4M | Add +10.9% |
| QTUM Defiance Quantum ETF | 1.19% | 22,212 | $2.4M | Add +4.0% |
| XLY SS Consumer Disc Select Sect | 1.03% | 18,909 | $2.1M | Reduce -4.6% |
| MSFT Microsoft Corp. | 1.00% | 5,411 | $2.0M | Add +2.2% |
| XLF SS Financial Select Sector | 0.99% | 40,281 | $2.0M | Reduce -22.3% |
| IYF iShares US Financials ETF | 0.97% | 16,591 | $2.0M | Add +90.3% |
| SCHP Schwab U.S. Tips ETF | 0.97% | 72,868 | $1.9M | No change |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.81% | 19,397 | $1.6M | Add +4.7% |
| FBND Fidelity Total Bond ETF | 0.76% | 33,653 | $1.5M | Add +20.4% |
| PAVE Global X US Infrastructure | 0.76% | 29,934 | $1.5M | Reduce -1.1% |
| IWP iShares Russell Mid-Cap Grow | 0.75% | 11,719 | $1.5M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 4,591 | $1.5M | Add +3.8% |
| MCD McDonald's Corp. | 0.72% | 4,681 | $1.5M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.66% | 7,782 | $1.3M | Add +1.4% |
| NVDA Nvidia Corp. | 0.65% | 7,496 | $1.3M | Reduce -4.8% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.64% | 13,254 | $1.3M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.62% | 5,090 | $1.2M | Add +0.1% |
| XMMO Invesco S&P Midcap Momentum | 0.55% | 7,673 | $1.1M | Add +13.8% |
| UTES Virtus Reaves Utilities ETF | 0.54% | 13,537 | $1.1M | New |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.50% | 7,525 | $1.0M | Reduce -13.4% |
| VOO Vanguard S&P 500 ETF | 0.49% | 1,653 | $987K | Add +0.1% |
| FENY Fidelity MSCI Energy Index | 0.48% | 28,556 | $971K | Add +0.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.45% | 4,387 | $913K | Add +0.2% |
| PPH Vaneck Pharmaceutical ETF | 0.45% | 8,701 | $904K | Reduce -3.2% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 16,556 | $895K | Reduce -34.8% |
| JPM JPMorgan Chase & Co. | 0.44% | 2,974 | $875K | Add +1.6% |
| XLK SS Technology Select Sector | 0.41% | 6,187 | $822K | Add +0.1% |
| VIS Vanguard Industrials ETF | 0.39% | 2,535 | $792K | Add +0.1% |
| IOO iShares Global 100 ETF | 0.38% | 6,296 | $762K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.36% | 9,300 | $733K | Add +0.1% |
| RSPU Invesco S&P 500 Equal Weight | 0.32% | 7,818 | $634K | Reduce -18.3% |
| LLY Eli Lilly & Co. | 0.28% | 621 | $571K | Add +0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 1,875 | $567K | No change |
| MAGS Roundhill Magnificent Seven | 0.27% | 9,504 | $551K | Add +16.0% |
| FENI Fidelity Enhanced Intl ETF | 0.27% | 14,641 | $545K | Add +524.6% |
| IVV iShares Core S&P 500 ETF | 0.27% | 831 | $543K | Add +92.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.27% | 1,477 | $543K | Add +8.1% |
| WMT Walmart Inc. | 0.25% | 4,039 | $502K | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 3,523 | $502K | No change |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.24% | 7,151 | $489K | Add +2.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 2,610 | $481K | Add +0.3% |
| VAW Vanguard Materials ETF | 0.24% | 2,113 | $476K | Reduce -1.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 1,820 | $468K | No change |
| GLD SPDR Gold Shares | 0.23% | 1,072 | $461K | No change |
| AMZN Amazon.com Inc. | 0.21% | 2,035 | $424K | Add +8.1% |
| VXUS Vanguard Total Intl Stock | 0.21% | 5,489 | $423K | Add +40.4% |
| LOW Lowe's Cos Inc. | 0.21% | 1,783 | $421K | Add +0.1% |
| FNCL Fidelity MSCI Financial Indx | 0.21% | 5,971 | $419K | Reduce -17.4% |
| XHB SS SPDR S&P Homebldrs ETF | 0.20% | 3,999 | $395K | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 3,141 | $390K | Add +0.1% |
| AIQ Global X Art Intel & Tech | 0.19% | 8,256 | $385K | Add +0.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.19% | 3,355 | $385K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 752 | $360K | Add +6.4% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.17% | 8,763 | $335K | Reduce -11.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.17% | 2,985 | $335K | Add +52.8% |
| VPU Vanguard Utilities ETF | 0.17% | 1,689 | $335K | No change |
| MRK Merck & Co. Inc. | 0.17% | 2,759 | $332K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.16% | 574 | $328K | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.16% | 4,216 | $327K | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 729 | $318K | Add +0.1% |
| EMGF iShares Emerging Markets Equ | 0.15% | 5,088 | $307K | Reduce -61.3% |
| VNQ Vanguard Real Estate ETF | 0.15% | 3,424 | $304K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.15% | 2,039 | $300K | Add +55.5% |
| RTX RTX Corp. | 0.15% | 1,548 | $299K | Add +4.1% |
| IEMG iShares Core MSCI Emerging | 0.14% | 4,154 | $290K | Add +5.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 2,986 | $288K | Add +6.2% |
| XLI SS Industrial Select Sector | 0.14% | 1,756 | $284K | No change |
| FDX FedEx Corp. | 0.14% | 782 | $279K | Add +0.3% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.13% | 2,209 | $265K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 1,780 | $264K | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.13% | 907 | $260K | Add +15.5% |
| GOOGL Alphabet Inc. Class A | 0.12% | 867 | $249K | Add +17.6% |
| TXN Texas Instruments Inc. | 0.12% | 1,239 | $241K | Add +2.3% |
| CAT Caterpillar Inc. | 0.12% | 335 | $237K | No change |
| LMT Lockheed Martin Corp. | 0.12% | 389 | $235K | Add +0.8% |
| VTWG Vanguard Russell 2000 Growth | 0.11% | 941 | $216K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 881 | $214K | No change |
| VONG Vanguard Russell 1000 Growth | 0.10% | 1,895 | $208K | Add +0.2% |
| WTW Willis Towers Watson PLC | 0.10% | 701 | $204K | Add +0.3% |
| QCOM Qualcomm Inc. | 0.10% | 1,561 | $201K | Add +10.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 306 | $199K | No change |
| FREL Fidelity MSCI RL Est Indx | 0.09% | 6,974 | $188K | Add +0.5% |
| CVX Chevron Corp. | 0.09% | 854 | $177K | Add +0.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.09% | 1,188 | $172K | Add +0.2% |
| HWM Howmet Aerospace Inc. | 0.09% | 743 | $171K | No change |
| VGK Vanguard Ftse Europe ETF | 0.08% | 2,023 | $167K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 831 | $163K | Add +0.4% |
| AON Aon PLC Class A | 0.08% | 492 | $159K | No change |
| PEP Pepsico Inc. | 0.08% | 975 | $151K | Add +1.5% |
| MBB iShares MBS ETF | 0.07% | 1,583 | $150K | Add +36.2% |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 1,540 | $150K | Add +0.1% |
| INTC Intel Corp. | 0.07% | 3,153 | $139K | No change |
| LRCX Lam Research Corp. | 0.07% | 641 | $137K | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.07% | 2,737 | $137K | Reduce -74.0% |
| TRV The Travelers Cos Inc. | 0.07% | 465 | $136K | No change |
| AXP American Express Co. | 0.07% | 440 | $133K | No change |
| IGV iShares Expanded Tech-Softwa | 0.07% | 1,637 | $131K | No change |
| KEYS Keysight Technologies Inc. | 0.06% | 459 | $130K | No change |
| IWO iShares Russell 2000 Growth | 0.06% | 412 | $129K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,544 | $122K | Add +419.9% |
| PFE Pfizer Inc. | 0.06% | 4,318 | $121K | Add +5.6% |
| WFC Wells Fargo & Co. | 0.06% | 1,515 | $121K | Add +24.3% |
| UNH Unitedhealth Group Inc. | 0.06% | 442 | $120K | Add +0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.06% | 1,075 | $117K | Add +10.0% |
| ITB iShares U.S. Home Constructi | 0.06% | 1,257 | $114K | Add +0.2% |
| BND Vanguard Total Bond Market | 0.06% | 1,526 | $112K | Add +56.7% |
| AEP American Electric Power | 0.06% | 846 | $111K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.06% | 2,604 | $111K | Add +29.9% |
| IHF iShares U.S. Healthcare Prov | 0.05% | 2,539 | $106K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 372 | $105K | Add +0.3% |
| KO The Coca-Cola Co. | 0.05% | 1,338 | $102K | Add +8.1% |
| VDC Vanguard Consumer Staple ETF | 0.05% | 442 | $99K | Add +0.7% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.05% | 2,072 | $96K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 1,271 | $95K | Add +0.2% |
| IYG iShares U.S. Financial Servi | 0.05% | 1,145 | $95K | Add +0.1% |
| BHC Bausch Health Cos Inc. | 0.05% | 17,394 | $94K | No change |
| COIN Coinbase Global Inc. Class A | 0.05% | 527 | $92K | No change |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.05% | 681 | $91K | Add +11.8% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 1,410 | $90K | Add +38.9% |
| AMGN Amgen Inc. | 0.04% | 252 | $89K | Add +8.6% |
| IAU iShares Gold Trust | 0.04% | 951 | $84K | Add +8.7% |
| XLRE SS Real Estate Select Sector | 0.04% | 2,053 | $84K | Add +0.4% |
| A Agilent Technologies Inc. | 0.04% | 705 | $80K | No change |
| MFC Manulife Financial Corp. | 0.04% | 2,318 | $80K | No change |
| HD Home Depot Inc. | 0.04% | 239 | $78K | No change |
| IWF iShares Russell 1000 Growth | 0.04% | 183 | $78K | No change |
| GEV GE Vernova Inc. | 0.04% | 89 | $78K | No change |
| EPD Enterprise Products Partners | 0.04% | 1,984 | $75K | Add +1.5% |
| EZM Wisdomtree US Midcap Fund | 0.04% | 1,069 | $72K | No change |
| URA Global X Uranium ETF | 0.04% | 1,467 | $71K | Add +1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 1,401 | $68K | Add +0.3% |
| MA Mastercard Inc. Class A | 0.03% | 133 | $66K | Add +35.7% |
| TTE Totalenergies SE | 0.03% | 718 | $65K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 434 | $63K | No change |
| FTNT Fortinet Inc. | 0.03% | 760 | $62K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.03% | 2,019 | $62K | Reduce -68.5% |
| SPG Simon Property Group Inc. | 0.03% | 316 | $59K | No change |
| IETC iShares U.S. Tech Independen | 0.03% | 629 | $56K | Reduce -28.7% |
| AVEM Avantis Emerging Markets Eq | 0.03% | 655 | $53K | No change |
| HPE Hewlett Packard Enterprise | 0.03% | 2,216 | $53K | No change |
| NFLX Netflix Inc. | 0.02% | 520 | $50K | No change |
| PNQI Invesco Nasdaq Internet ETF | 0.02% | 1,100 | $49K | No change |
| PPA Invesco Aerospace & Defense | 0.02% | 296 | $49K | No change |
| ET Energy Transfer LP | 0.02% | 2,416 | $47K | No change |
| EFA iShares MSCI Eafe ETF | 0.02% | 473 | $46K | No change |
| KMI Kinder Morgan Inc. | 0.02% | 1,368 | $46K | Add +0.9% |
| SCHW Schwab (charles) Corp. | 0.02% | 485 | $46K | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.02% | 966 | $45K | New |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.02% | 833 | $44K | No change |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.02% | 1,216 | $44K | Add +0.3% |
| AMX America Movil Sab DE CV | 0.02% | 1,699 | $43K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.02% | 443 | $43K | No change |
| V Visa Inc. Class A | 0.02% | 140 | $42K | Add +109.0% |
| BKNG Booking Holdings Inc. | 0.02% | 10 | $42K | New |
| BEP Brookfield Renewable Partner | 0.02% | 1,268 | $41K | No change |
| ENB Enbridge Inc. | 0.02% | 755 | $41K | Add +187.1% |
| PJP Invesco Pharmaceuticals ETF | 0.02% | 388 | $40K | Add +0.3% |
| BLK BlackRock Inc. | 0.02% | 40 | $39K | Add +21.2% |
| FLG Flagstar Bank NA | 0.02% | 2,934 | $39K | Add +0.1% |
| SPHD Invesco S&P 500 High Dividen | 0.02% | 763 | $38K | Add +0.7% |
| DVY iShares Select Dividend ETF | 0.02% | 248 | $38K | No change |
| BOTZ Global X Robotics & Artifici | 0.02% | 1,115 | $37K | No change |
| LHX L3HARRIS Technologies Inc. | 0.02% | 106 | $37K | No change |
| PM Philip Morris International | 0.02% | 215 | $36K | Add +38.7% |
| IEUR iShares Core MSCI Europe ETF | 0.02% | 504 | $35K | No change |
| DELL Dell Technologies -C | 0.02% | 213 | $35K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 492 | $35K | New |
| EEM iShares MSCI Emerging Market | 0.02% | 576 | $33K | No change |
| DUK Duke Energy Corp. | 0.02% | 247 | $32K | Add +28.6% |
| LNT Alliant Energy Corp. | 0.02% | 451 | $32K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 95 | $32K | New |
| CMCSA Comcast Corp. Class A | 0.02% | 1,104 | $32K | Add +72.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 596 | $31K | Add +73.3% |
| USRT iShares Core US REIT ETF | 0.02% | 527 | $31K | Add +0.4% |
| MO Altria Group Inc. | 0.01% | 454 | $30K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 1,195 | $30K | No change |
| ICLN iShares Global Clean Energy | 0.01% | 1,605 | $29K | No change |
| AMAT Applied Materials Inc. | 0.01% | 83 | $28K | New |
| ADBE Adobe Inc. | 0.01% | 116 | $28K | Add +41.5% |
| SBUX Starbucks Corp. | 0.01% | 313 | $28K | Add +296.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.01% | 267 | $28K | No change |
| WM Waste Management Inc. | 0.01% | 117 | $27K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.01% | 105 | $27K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 284 | $26K | No change |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.01% | 516 | $26K | New |
| VIOV Vanguard S&P Small-Cap 600 V | 0.01% | 258 | $26K | Reduce -82.4% |
| FLOT iShares Floating Rate Bond E | 0.01% | 507 | $26K | Add +0.4% |
| GRMN Garmin Ltd. | 0.01% | 109 | $25K | No change |
| IQV Iqvia Holdings Inc. | 0.01% | 146 | $25K | New |
| BMY Bristol-Myers Squibb Co. | 0.01% | 409 | $25K | Add +0.5% |
| EZU iShares MSCI Eurozone ETF | 0.01% | 391 | $24K | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.01% | 729 | $24K | Add +0.7% |
| EWO iShares MSCI Austria ETF | 0.01% | 683 | $24K | No change |
| ABBV Abbvie Inc. | 0.01% | 111 | $24K | No change |
| EUAD Select Stoxx Eur Aer DE ETF | 0.01% | 581 | $24K | Add +0.3% |
| ZTS Zoetis Inc. | 0.01% | 200 | $24K | Add +170.3% |
| VTRS Viatris Inc. | 0.01% | 1,743 | $24K | Add +0.2% |
| C Citigroup Inc. | 0.01% | 193 | $22K | Add +69.3% |
| TSLA Tesla Inc. | 0.01% | 58 | $22K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 474 | $21K | Add +0.2% |
| LIT Global X Lithium & Battery T | 0.01% | 288 | $21K | Add +0.3% |
| TECH Bio-Techne Corp. | 0.01% | 406 | $21K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 366 | $21K | No change |
| MMM 3M Co. | 0.01% | 145 | $21K | No change |
| CVS CVS Health Corp. | 0.01% | 286 | $21K | Add +78.8% |
| EBAY eBay Inc. | 0.01% | 225 | $21K | No change |
| MUB iShares National Muni Bond E | 0.01% | 192 | $20K | Reduce -90.2% |
| RTO Rentokil Initial PLC-SP ADR | 0.01% | 648 | $20K | New |
| IVE iShares S&P 500 Value ETF | 0.01% | 96 | $20K | New |
| AMP Ameriprise Financial Inc. | 0.01% | 45 | $20K | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.01% | 246 | $20K | New |
| PCRX Pacira Biosciences Inc. | 0.01% | 867 | $20K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 50 | $20K | No change |
| PAA Plains All Amer Pipeline LP | 0.01% | 865 | $19K | Add +2.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 399 | $19K | Add +0.5% |
| SHEL Shell PLC-ADR | 0.01% | 206 | $19K | No change |
| AMT American Tower Corp. | 0.01% | 107 | $18K | Add +69.8% |
| FANG Diamondback Energy Inc. | 0.01% | 92 | $18K | New |
| FIS Fidelity National Info Serv | 0.01% | 387 | $18K | Add +86.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 200 | $18K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 366 | $18K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.01% | 304 | $18K | New |
| MET Metlife Inc. | 0.01% | 248 | $18K | No change |
| APD Air Products & Chemicals Inc. | 0.01% | 60 | $17K | New |
| COST Costco Wholesale Corp. | 0.01% | 17 | $17K | No change |
| CRNC Cerence Inc. | 0.01% | 2,708 | $17K | No change |
| NXPI NXP Semiconductors NV | 0.01% | 87 | $17K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 101 | $17K | No change |
| JOE The St Joe Co. | 0.01% | 269 | $17K | Add +0.4% |
| VCRB Vanguard Core Bond ETF | 0.01% | 217 | $17K | New |
| VT Vanguard Tot World STK ETF | 0.01% | 121 | $17K | No change |
| VZ Verizon Communications Inc. | 0.01% | 334 | $17K | Add +51.8% |
| HPQ HP Inc. | 0.01% | 872 | $17K | No change |
| UPS United Parcel Service Class B | 0.01% | 169 | $17K | Add +35.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 140 | $17K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 101 | $16K | New |
| CTRE Caretrust REIT Inc. | 0.01% | 427 | $16K | No change |
| VRSK Verisk Analytics Inc. | 0.01% | 82 | $16K | No change |
| ALLE Allegion PLC | 0.01% | 107 | $16K | New |
| IXUS iShares Core Intl Stock ETF | 0.01% | 174 | $15K | No change |
| ELV Elevance Health Inc. | 0.01% | 50 | $15K | New |
| IVW iShares S&P 500 Growth ETF | 0.01% | 129 | $15K | New |
| COO The Cooper Cos Inc. | 0.01% | 202 | $14K | New |
| MSTR Strategy Inc. | 0.01% | 115 | $14K | No change |
| GEHC GE Healthcare Technology | 0.01% | 201 | $14K | No change |
| PSIX Power Solutions Internationa | 0.01% | 235 | $14K | No change |
| ABNB Airbnb Inc. Class A | 0.01% | 113 | $14K | Add +1030.0% |
| WMG Warner Music Group Corp. Class A | 0.01% | 540 | $14K | New |
| TLH iShares 10-20 Year Treasury | 0.01% | 137 | $14K | New |
| KMX Carmax Inc. | 0.01% | 326 | $14K | New |
| SYM Symbotic Inc. | 0.01% | 254 | $14K | No change |
| RWO State Street SPDR Dow Jones | 0.01% | 292 | $13K | Add +0.7% |
| TGT Target Corp. | 0.01% | 109 | $13K | No change |
| T AT&T Inc. | 0.01% | 439 | $13K | Add +0.2% |
| NEE Nextera Energy Inc. | 0.01% | 137 | $13K | No change |
| OEF iShares S&P 100 ETF | 0.01% | 39 | $13K | New |
| CHKP Check Point Software Tech | 0.01% | 87 | $12K | New |
| DON Wisdomtree US Midcap Dividen | 0.01% | 235 | $12K | No change |
| BEPC Brookfield Renewable Corp. | 0.01% | 304 | $12K | No change |
| CRM Salesforce Inc. | 0.01% | 64 | $12K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.01% | 229 | $12K | New |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 157 | $12K | New |
| NKE Nike Inc. Class B | 0.01% | 220 | $12K | Add +0.9% |
| GSK GSK PLC-Spon ADR | 0.01% | 209 | $12K | New |
| VRSN Verisign Inc. | 0.01% | 46 | $11K | New |
| INFL Horizon Kinetics Infl Benef | 0.01% | 215 | $11K | No change |
| INGR Ingredion Inc. | 0.01% | 99 | $11K | New |
| COR Cencora Inc. | 0.01% | 35 | $11K | New |
| ADSK Autodesk Inc. | 0.01% | 44 | $11K | New |
| GRID First TRST Nasd Class Edg Sgiif | 0.01% | 64 | $10K | New |
| SCI Service Corp. International | 0.01% | 126 | $10K | New |
| SSO Proshares Ultra S&P500 | 0.01% | 194 | $10K | No change |
| CHAT Roundhill Gen AI & Tech ETF | 0.01% | 161 | $10K | New |
| MAS Masco Corp. | 0.00% | 163 | $10K | New |
| LAMR Lamar Advertising Co. Class A | 0.00% | 77 | $10K | New |
| SCHB Schwab US Broad Market ETF | 0.00% | 388 | $10K | Add +0.3% |
| XLP SS Consumer Staples Sel Sect | 0.00% | 118 | $10K | No change |
| SO The Southern Co. | 0.00% | 100 | $10K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 129 | $10K | New |
| CI The Cigna Group | 0.00% | 36 | $10K | New |
| IAGG iShares Intl Aggregate Bond | 0.00% | 190 | $9K | New |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 500 | $9K | No change |
| GLTR Abrdn Precious Metals Basket | 0.00% | 42 | $9K | New |
| BIO Bio-Rad Laboratories-A | 0.00% | 33 | $9K | New |
| BIIB Biogen Inc. | 0.00% | 50 | $9K | No change |
| AFL Aflac Inc. | 0.00% | 84 | $9K | No change |
| MCHI iShares MSCI China ETF | 0.00% | 161 | $9K | New |
| NDAQ Nasdaq Inc. | 0.00% | 103 | $9K | No change |
| AA Alcoa Corp. | 0.00% | 131 | $9K | No change |
| B Barrick Mining Corp. | 0.00% | 212 | $9K | Add +0.9% |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 68 | $9K | New |
| HII Huntington Ingalls Industrie | 0.00% | 22 | $9K | New |
| VGIT Vanguard Intermediate-Term T | 0.00% | 141 | $8K | New |
| KR Kroger Co. | 0.00% | 115 | $8K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 1,622 | $8K | New |
| DXCM Dexcom Inc. | 0.00% | 127 | $8K | New |
| SYK Stryker Corp. | 0.00% | 24 | $8K | New |
| COF Capital One Financial Corp. | 0.00% | 43 | $8K | New |
| ETR Entergy Corp. | 0.00% | 68 | $8K | New |
| BAI Ishrs AI in and Tech Act ETF | 0.00% | 230 | $8K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 36 | $8K | New |
| IP International Paper Co. | 0.00% | 209 | $7K | Add +1.0% |
| EPAM Epam Systems Inc. | 0.00% | 55 | $7K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 145 | $7K | No change |
| PFL PIMCO Income Strategy Fund | 0.00% | 929 | $7K | Add +3.0% |
| CRL Charles River Laboratories | 0.00% | 43 | $7K | New |
| MDT Medtronic PLC | 0.00% | 84 | $7K | New |
| IWM iShares Russell 2000 ETF | 0.00% | 29 | $7K | No change |
| FRT Federal Realty Invs Trust | 0.00% | 67 | $7K | No change |
| TFC Truist Financial Corp. | 0.00% | 153 | $7K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 29 | $7K | New |
| KRE SS SPDR S&P Regional Bank | 0.00% | 107 | $7K | No change |
| UBER Uber Technologies Inc. | 0.00% | 97 | $7K | New |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 36 | $7K | New |
| ECL Ecolab Inc. | 0.00% | 26 | $7K | New |
| HON Honeywell International Inc. | 0.00% | 30 | $7K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 139 | $7K | Reduce -39.8% |
| USB US Bancorp | 0.00% | 129 | $7K | New |
| PRU Prudential Financial Inc. | 0.00% | 69 | $7K | Add +1.5% |
| OMC Omnicom Group | 0.00% | 89 | $7K | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 220 | $7K | No change |
| BR Broadridge Financial Solutio | 0.00% | 40 | $6K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 68 | $6K | No change |
| LH Labcorp Holdings Inc. | 0.00% | 24 | $6K | New |
| WEC WEC Energy Group Inc. | 0.00% | 55 | $6K | New |
| PAYC Paycom Software Inc. | 0.00% | 52 | $6K | No change |
| THRO iShares U.S. Thematic Rotati | 0.00% | 174 | $6K | New |
| SYY Sysco Corp. | 0.00% | 88 | $6K | New |
| CRD.A Crawford & Company Class A | 0.00% | 571 | $6K | No change |
| GPC Genuine Parts Co. | 0.00% | 51 | $5K | New |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 128 | $5K | Reduce -30.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 54 | $5K | New |
| EIX Edison International | 0.00% | 70 | $5K | New |
| VEEV Veeva Systems Inc. Class A | 0.00% | 29 | $5K | New |
| DOC Healthpeak Properties Inc. | 0.00% | 297 | $5K | New |
| SNY Sanofi-ADR | 0.00% | 101 | $5K | New |
| CRSP Crispr Therapeutics AG | 0.00% | 100 | $5K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 50 | $5K | New |
| CHTR Charter Communications Inc. Class A | 0.00% | 20 | $4K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 115 | $4K | No change |
| ILCG iShares Morningstar Growth E | 0.00% | 44 | $4K | No change |
| MSI Motorola Solutions Inc. | 0.00% | 9 | $4K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.00% | 48 | $4K | No change |
| IJH iShares Core S&P Midcap ETF | 0.00% | 59 | $4K | No change |
| ES Eversource Energy | 0.00% | 56 | $4K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 80 | $4K | New |
| FISV Fiserv Inc. | 0.00% | 67 | $4K | New |
| GIL Gildan Activewear Inc. | 0.00% | 62 | $3K | New |
| FSSL FS Specialty Lending Fund | 0.00% | 271 | $3K | Add +3.0% |
| WAB Wabtec Corp. | 0.00% | 14 | $3K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 57 | $3K | No change |
| CARR Carrier Global Corp. | 0.00% | 57 | $3K | No change |
| GIS General Mills Inc. | 0.00% | 84 | $3K | New |
| SYSB iShares Systematic Bond ETF | 0.00% | 33 | $3K | New |
| NWL Newell Brands Inc. | 0.00% | 847 | $3K | No change |
| PAGP Plains GP Holdings LP | 0.00% | 119 | $3K | New |
| WBD Warner Bros Discovery Inc. | 0.00% | 101 | $3K | No change |
| IFRA iShares US Infrastructure | 0.00% | 46 | $3K | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 115 | $3K | New |
| BP BP PLC-Spons ADR | 0.00% | 56 | $3K | Add +1.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 56 | $3K | No change |
| IFGL iShares International Develo | 0.00% | 108 | $2K | New |
| SUSL iShares ESG MSCI USA Leaders | 0.00% | 21 | $2K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 6 | $2K | New |
| ICVT iShares Convertible Bond ETF | 0.00% | 22 | $2K | New |
| OTIS Otis Worldwide Corp. | 0.00% | 28 | $2K | No change |
| ITA iShares U.S. Aerospace & Def | 0.00% | 10 | $2K | New |
| SOLV Solventum Corp. | 0.00% | 32 | $2K | Reduce -5.9% |
| WAT Waters Corp. | 0.00% | 7 | $2K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 44 | $2K | No change |
| FSTA Fidelity MSCI Cons Stap Indx | 0.00% | 38 | $2K | New |
| FLGB Franklin Ftse United Kingdom | 0.00% | 57 | $2K | New |
| BB Blackberry Ltd. | 0.00% | 600 | $2K | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 50 | $2K | New |
| FHLC Fidelity MSCI Health Care | 0.00% | 26 | $2K | New |
| VOX Vanguard Communication Servi | 0.00% | 10 | $2K | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 48 | $2K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 47 | $2K | Reduce -83.2% |
| NOK Nokia Corp.-Spon ADR | 0.00% | 171 | $1K | No change |
| UPST Upstart Holdings Inc. | 0.00% | 50 | $1K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 20 | $1K | No change |
| FLOW Global X US CF Kings 100 ETF | 0.00% | 30 | $1K | No change |
| SNOW Snowflake Inc. | 0.00% | 7 | $1K | No change |
| DXC DXC Technology Co. | 0.00% | 81 | $1K | No change |
| RDDT Reddit Inc. Class A | 0.00% | 7 | $943 | No change |
| VSNT Versant Media Group Inc. | 0.00% | 23 | $851 | Reduce -10.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 70 | $808 | No change |
| TAN Invesco Solar ETF | 0.00% | 14 | $807 | No change |
| SLVM Sylvamo Corp. | 0.00% | 17 | $700 | Add +6.3% |
| SOLS Solstice Adv Materials Inc. | 0.00% | 7 | $533 | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 3 | $511 | No change |
| REAL The Realreal Inc. filed as THE REALREAL INC | 0.00% | 55 | $499 | No change |
| RUN Sunrun Inc. | 0.00% | 30 | $407 | No change |
| TOST Toast Inc. Class A | 0.00% | 15 | $398 | No change |
| BLKB Blackbaud Inc. | 0.00% | 10 | $390 | No change |
| COTY Coty Inc. Class A | 0.00% | 117 | $235 | No change |
| PINS Pinterest Inc. Class A | 0.00% | 11 | $211 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 12 | $157 | No change |
| BYND Beyond Meat Inc. | 0.00% | 126 | $88 | No change |
| REZI Resideo Technologies Inc. | 0.00% | 1 | $34 | No change |