| VGT Vanguard Info Tech ETF | 6.50% | 223,584 | $26.7M | No change |
| VYM Vanguard High DVD Yield ETF | 5.65% | 147,002 | $23.2M | Add +1.3% |
| AAPL Apple Inc. | 4.55% | 64,612 | $18.7M | Reduce -1.4% |
| MDT Medtronic PLC | 4.04% | 212,224 | $16.6M | Reduce -3.0% |
| TSM Taiwan Semiconductor-SP ADR | 3.77% | 32,450 | $15.5M | Reduce -2.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 3.43% | 143,597 | $14.1M | Add +4.3% |
| IVW iShares S&P 500 Growth ETF | 3.37% | 100,576 | $13.8M | Add +1.6% |
| MSFT Microsoft Corp. | 3.19% | 35,154 | $13.1M | Add +5.2% |
| AVGO Broadcom Inc. | 2.80% | 30,495 | $11.5M | Reduce -5.9% |
| VIG Vanguard Dividend Apprec ETF | 2.58% | 44,829 | $10.6M | Reduce -2.4% |
| HDV iShares Core High Dividend E | 2.50% | 374,187 | $10.3M | No change |
| VIGI Vanguard Int Div App Indx FD | 2.49% | 109,719 | $10.2M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 2.46% | 28,624 | $10.1M | Add +3.7% |
| NVDA Nvidia Corp. | 2.17% | 44,608 | $8.9M | Reduce -1.0% |
| FTEC Fidelity MSCI Info Tech Indx | 2.03% | 29,202 | $8.3M | Add +0.3% |
| FSTA Fidelity MSCI Cons Stap Indx | 1.79% | 139,634 | $7.3M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 1.49% | 8,149 | $6.1M | Add +6.0% |
| BSX Boston Scientific Corp. | 1.45% | 139,697 | $6.0M | Add +3.8% |
| AMZN Amazon.com Inc. | 1.39% | 24,039 | $5.7M | Add +8.8% |
| DGRO iShares Core Dividend Growth | 1.36% | 73,747 | $5.6M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.32% | 7,238 | $5.4M | Add +0.8% |
| MU Micron Technology Inc. | 1.02% | 3,642 | $4.2M | Reduce -25.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.94% | 90,788 | $3.8M | Add +15.6% |
| VOO Vanguard S&P 500 ETF | 0.93% | 5,535 | $3.8M | Add +21.0% |
| TSLA Tesla Inc. | 0.91% | 8,877 | $3.7M | Add +2.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.85% | 1,757 | $3.5M | No change |
| JPM JPMorgan Chase & Co. | 0.85% | 10,646 | $3.5M | Add +0.0% |
| VDC Vanguard Consumer Staple ETF | 0.81% | 14,815 | $3.3M | Add +1.6% |
| ABBV Abbvie Inc. | 0.81% | 13,220 | $3.3M | Add +0.0% |
| IYW iShares Ustechnology ETF | 0.80% | 12,996 | $3.3M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.78% | 5,703 | $3.2M | Add +29.5% |
| MELI MercadoLibre Inc. | 0.75% | 1,806 | $3.1M | Add +36.5% |
| SCHD Schwab US DVD Equity ETF | 0.75% | 96,608 | $3.1M | Add +20.5% |
| CGGR Cap Group Growth Equity | 0.65% | 56,715 | $2.7M | Add +4.4% |
| IDV iShares International Select | 0.64% | 63,096 | $2.6M | Add +2.6% |
| SHOP Shopify Inc. Class A | 0.63% | 22,676 | $2.6M | Add +20.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 3,448 | $2.5M | Reduce -0.1% |
| MMM 3M Co. | 0.55% | 13,927 | $2.3M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.50% | 16,577 | $2.1M | Add +5.9% |
| JNJ Johnson & Johnson | 0.50% | 8,020 | $2.0M | No change |
| CNQ Canadian Natural Resources | 0.48% | 49,700 | $2.0M | Add +48.1% |
| JPST JPMorgan Ultra-Short Income | 0.44% | 35,565 | $1.8M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.43% | 4,284 | $1.8M | Add +0.0% |
| SMH Vaneck Semiconductor ETF | 0.43% | 2,693 | $1.8M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 7,758 | $1.7M | Add +2.3% |
| FENY Fidelity MSCI Energy Index | 0.41% | 56,604 | $1.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 3,015 | $1.5M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 20,632 | $1.5M | Add +0.4% |
| AMD Advanced Micro Devices | 0.35% | 2,451 | $1.4M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.34% | 3,915 | $1.4M | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.33% | 4,520 | $1.4M | Add +4.4% |
| AMGN Amgen Inc. | 0.32% | 3,675 | $1.3M | Add +0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.31% | 24,230 | $1.3M | No change |
| SE Sea Ltd.-ADR | 0.31% | 13,274 | $1.3M | No change |
| USB US Bancorp | 0.30% | 20,193 | $1.2M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.29% | 7,475 | $1.2M | Add +11.7% |
| COST Costco Wholesale Corp. | 0.28% | 1,238 | $1.2M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 3,045 | $1.1M | Add +23.4% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.27% | 9,801 | $1.1M | Reduce -0.4% |
| IETC iShares U.S. Tech Independen | 0.27% | 10,433 | $1.1M | Add +0.8% |
| EFV iShares MSCI Eafe Value ETF | 0.26% | 14,018 | $1.1M | Add +15.9% |
| GILD Gilead Sciences Inc. | 0.25% | 8,055 | $1.0M | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.25% | 20,645 | $1.0M | Add +3.2% |
| VHT Vanguard Health Care ETF | 0.24% | 3,322 | $993K | Add +0.1% |
| VCR Vanguard Consumer Discre ETF | 0.24% | 2,448 | $971K | Add +5.8% |
| VDE Vanguard Energy ETF | 0.23% | 6,249 | $938K | Add +0.2% |
| IMCB iShares Morningstar Mid-Cap | 0.23% | 9,638 | $931K | Add +12.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 7,312 | $910K | Add +13.8% |
| VNQ Vanguard Real Estate ETF | 0.22% | 9,171 | $884K | Add +0.0% |
| IFRA iShares US Infrastructure | 0.21% | 13,635 | $860K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 8,872 | $857K | Add +5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 9,569 | $824K | Add +1.4% |
| CGCB Cap Group Core Bond | 0.19% | 30,233 | $792K | Add +37.8% |
| ABT Abbott Laboratories | 0.19% | 8,568 | $777K | No change |
| LLY Eli Lilly & Co. | 0.19% | 641 | $769K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.19% | 57,533 | $769K | Add +52.5% |
| UI Ubiquiti Inc. | 0.18% | 1,409 | $752K | Add +584.0% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 5,069 | $752K | Add +0.2% |
| UBER Uber Technologies Inc. | 0.18% | 10,188 | $735K | Add +301.3% |
| INTC Intel Corp. | 0.18% | 5,196 | $726K | Reduce -4.6% |
| CAT Caterpillar Inc. | 0.17% | 648 | $690K | No change |
| ORCL Oracle Corp. | 0.16% | 4,533 | $664K | No change |
| HD Home Depot Inc. | 0.16% | 1,870 | $659K | Reduce -1.3% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.16% | 15,227 | $638K | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 0.15% | 7,674 | $636K | Add +0.3% |
| FESM Fidelity Enhanced Small Cap | 0.15% | 13,137 | $634K | Add +8.6% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 1,679 | $628K | Reduce -1.2% |
| AMAT Applied Materials Inc. | 0.15% | 839 | $607K | No change |
| CMCSA Comcast Corp. Class A | 0.15% | 24,456 | $600K | Add +54.4% |
| HDB HDFC Bank Ltd.-ADR | 0.15% | 23,119 | $597K | No change |
| BN Brookfield Corp. | 0.15% | 14,014 | $597K | No change |
| KXI iShares Global Consumer Stap | 0.14% | 8,822 | $596K | Add +56.6% |
| VALE Vale SA-SP ADR | 0.14% | 39,456 | $593K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.14% | 6,746 | $592K | Add +0.0% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.14% | 15,490 | $588K | Add +65.4% |
| CARR Carrier Global Corp. | 0.14% | 7,828 | $574K | No change |
| SRE Sempra | 0.14% | 6,162 | $571K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 5,779 | $556K | No change |
| IJH iShares Core S&P Midcap ETF | 0.14% | 7,194 | $555K | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 11,256 | $540K | No change |
| WMT Walmart Inc. | 0.13% | 4,618 | $523K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 8,565 | $511K | Reduce -0.8% |
| TGT Target Corp. | 0.12% | 3,847 | $503K | No change |
| DE Deere & Co. | 0.12% | 790 | $501K | No change |
| IGRO iShares Intl Div Growth ETF | 0.12% | 5,693 | $501K | Add +1.4% |
| NET Cloudflare Inc. Class A | 0.12% | 2,028 | $497K | No change |
| BIPC Brookfield Infrastructure-A | 0.12% | 12,674 | $488K | Add +0.1% |
| GIS General Mills Inc. | 0.11% | 13,538 | $471K | Add +0.2% |
| V Visa Inc. Class A | 0.11% | 1,368 | $469K | Add +2.1% |
| CGW Invesco S&P Global Water Ind | 0.11% | 7,009 | $461K | No change |
| PFE Pfizer Inc. | 0.11% | 18,621 | $448K | Add +0.1% |
| DFE Wisdomtree Eur S/C Dividend | 0.11% | 6,134 | $441K | Add +1.6% |
| MA Mastercard Inc. Class A | 0.11% | 852 | $437K | Reduce -25.7% |
| ISRG Intuitive Surgical Inc. | 0.11% | 1,091 | $434K | No change |
| PWV Invesco Large Cap Value ETF | 0.10% | 5,461 | $414K | Add +0.3% |
| BAC Bank of America Corp. | 0.10% | 7,192 | $410K | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.10% | 3,405 | $400K | Reduce -6.6% |
| MDB Mongodb Inc. | 0.10% | 1,172 | $394K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 1,076 | $393K | Add +0.1% |
| IUSG iShares Core S&P U.S. Growth | 0.09% | 2,071 | $390K | Add +0.1% |
| QCOM Qualcomm Inc. | 0.09% | 2,097 | $387K | Reduce -0.3% |
| TEVA Teva Pharmaceutical-SP ADR | 0.09% | 11,251 | $381K | No change |
| IXN iShares Global Tech ETF | 0.09% | 2,530 | $366K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.09% | 3,503 | $364K | Add +0.9% |
| T AT&T Inc. | 0.09% | 17,492 | $362K | Add +0.3% |
| CGCP Cap Group Core Plus Income | 0.09% | 16,098 | $359K | Add +2.8% |
| SCHY Schwab International DVD ETF | 0.09% | 11,100 | $352K | Add +11.8% |
| ECL Ecolab Inc. | 0.08% | 1,238 | $345K | Add +0.2% |
| XLE SS Energy Select Sector | 0.08% | 6,331 | $336K | Add +0.7% |
| HON Honeywell International Inc. | 0.08% | 1,475 | $330K | Reduce -1.6% |
| IWP iShares Russell Mid-Cap Grow | 0.08% | 2,227 | $326K | No change |
| HONA Honeywell Aerospace Inc. | 0.08% | 1,475 | $326K | Reduce -1.6% |
| SNOW Snowflake Inc. | 0.08% | 1,281 | $326K | No change |
| GEV GE Vernova Inc. | 0.08% | 276 | $325K | Reduce -2.1% |
| FDVV Fidelity High Dividend ETF | 0.08% | 5,369 | $324K | Add +0.3% |
| ASB Associated Banc-Corp. | 0.08% | 10,403 | $320K | Reduce -4.8% |
| IAU iShares Gold Trust | 0.08% | 4,217 | $318K | Reduce -1.0% |
| MCD McDonald's Corp. | 0.08% | 1,177 | $318K | No change |
| GLD SPDR Gold Shares | 0.08% | 838 | $309K | No change |
| BND Vanguard Total Bond Market | 0.07% | 4,139 | $304K | New |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 2,597 | $303K | No change |
| RBRK Rubrik Inc. Class A | 0.07% | 3,752 | $301K | Reduce -50.0% |
| BLK BlackRock Inc. | 0.07% | 312 | $300K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,044 | $279K | Add +0.1% |
| CGMS Cap Group US Multi-Sect Bond | 0.07% | 10,190 | $278K | Add +14.6% |
| NVS Novartis AG-Sponsored ADR | 0.07% | 1,774 | $278K | No change |
| NOW ServiceNow Inc. | 0.07% | 2,725 | $271K | No change |
| BOTZ Global X Robotics & Artifici | 0.06% | 6,963 | $264K | Add +4.2% |
| ZM Zoom Communications Inc. | 0.06% | 3,018 | $260K | Add +534.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 2,000 | $253K | No change |
| PANW Palo Alto Networks Inc. | 0.06% | 732 | $250K | No change |
| DAL Delta Air Lines Inc. | 0.06% | 2,591 | $243K | No change |
| IWO iShares Russell 2000 Growth | 0.06% | 616 | $243K | Add +0.2% |
| UBS UBS Group AG-Reg | 0.06% | 4,894 | $243K | No change |
| XOM Exxon Mobil Corp. | 0.06% | 1,733 | $237K | Reduce -6.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 770 | $236K | No change |
| NTES Netease Inc.-ADR | 0.06% | 1,821 | $233K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 460 | $230K | No change |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.06% | 6,224 | $229K | No change |
| BIP Brookfield Infrastructure Pa | 0.05% | 6,154 | $225K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 2,657 | $223K | Add +23.5% |
| PEP Pepsico Inc. | 0.05% | 1,637 | $222K | No change |
| WM Waste Management Inc. | 0.05% | 987 | $220K | Reduce -46.7% |
| PAGS Pagseguro Digital Ltd. Class A | 0.05% | 23,575 | $213K | Add +0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 3,777 | $213K | Add +0.3% |
| SPGI S&P Global Inc. | 0.05% | 519 | $212K | No change |
| DTE DTE Energy Company | 0.05% | 1,381 | $210K | Add +0.4% |
| BA The Boeing Co. | 0.05% | 964 | $209K | No change |
| CGMU Cap Group Municipal Income | 0.05% | 7,442 | $204K | No change |
| SOLV Solventum Corp. | 0.05% | 2,629 | $203K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.05% | 4,042 | $201K | No change |
| ADM Archer-Daniels-Midland Co. | 0.05% | 2,608 | $199K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.05% | 3,921 | $198K | No change |
| HBAN Huntington Bancshares Inc. | 0.05% | 10,865 | $193K | No change |
| KO The Coca-Cola Co. | 0.05% | 2,355 | $191K | Add +0.1% |
| VXF Vanguard Extended Market ETF | 0.05% | 768 | $189K | Add +0.9% |
| MRK Merck & Co. Inc. | 0.05% | 1,468 | $189K | No change |
| IVE iShares S&P 500 Value ETF | 0.05% | 827 | $188K | Add +0.2% |
| CEG Constellation Energy | 0.05% | 750 | $186K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.05% | 3,637 | $186K | No change |
| IDHQ Invesco S&P International DE | 0.04% | 4,220 | $184K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 1,564 | $184K | Add +0.1% |
| AZN Astrazeneca PLC | 0.04% | 932 | $177K | No change |
| XYZ Block Inc. | 0.04% | 2,300 | $175K | No change |
| ITOT iShares Core S&P Total U.S. | 0.04% | 1,061 | $174K | Add +0.1% |
| RSPU Invesco S&P 500 Equal Weight | 0.04% | 2,112 | $171K | No change |
| ICSH iShares Ultra Short Duration | 0.04% | 3,386 | $171K | Add +0.9% |
| VZ Verizon Communications Inc. | 0.04% | 4,037 | $171K | Reduce -1.5% |
| VXUS Vanguard Total Intl Stock | 0.04% | 1,968 | $168K | Add +0.4% |
| ONC Beone Medicines Ltd.-ADR | 0.04% | 588 | $168K | No change |
| EWBC East West Bancorp Inc. | 0.04% | 1,297 | $167K | No change |
| VPU Vanguard Utilities ETF | 0.04% | 828 | $162K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 820 | $162K | No change |
| PG The Procter & Gamble Co. | 0.04% | 1,086 | $159K | Add +0.1% |
| TRV The Travelers Cos Inc. | 0.04% | 480 | $158K | No change |
| WEC WEC Energy Group Inc. | 0.04% | 1,338 | $156K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.04% | 955 | $156K | Add +0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.04% | 1,091 | $155K | Add +0.2% |
| AMP Ameriprise Financial Inc. | 0.04% | 338 | $155K | No change |
| FHLC Fidelity MSCI Health Care | 0.04% | 2,005 | $155K | Add +0.3% |
| IMCG iShares Morningstar Mid-Cap | 0.04% | 1,567 | $154K | Add +0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.04% | 1,522 | $153K | Add +0.9% |
| ABNB Airbnb Inc. Class A | 0.04% | 1,070 | $153K | No change |
| STNE Stoneco Ltd. Class A | 0.04% | 14,082 | $153K | Add +3.0% |
| ARKW ARK Next Generation Technolo | 0.04% | 1,048 | $152K | No change |
| FIW First Trust Water ETF | 0.04% | 1,380 | $151K | No change |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.04% | 4,318 | $149K | Reduce -7.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 1,548 | $149K | Add +1.2% |
| LRCX Lam Research Corp. | 0.04% | 343 | $149K | No change |
| ITA iShares U.S. Aerospace & Def | 0.04% | 611 | $148K | No change |
| XLP SS Consumer Staples Sel Sect | 0.04% | 1,764 | $147K | No change |
| ORLY O'reilly Automotive Inc. | 0.03% | 1,500 | $138K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.03% | 425 | $135K | No change |
| ARGX Argenx SE - ADR | 0.03% | 145 | $135K | No change |
| BEPC Brookfield Renewable Corp. | 0.03% | 3,612 | $134K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 1,214 | $134K | No change |
| IBB iShares Biotechnology ETF | 0.03% | 700 | $133K | No change |
| CRSP Crispr Therapeutics AG | 0.03% | 2,422 | $132K | No change |
| MSTR Strategy Inc. | 0.03% | 1,472 | $128K | Add +172.1% |
| PH Parker Hannifin Corp. | 0.03% | 129 | $127K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 1,563 | $126K | No change |
| NEE Nextera Energy Inc. | 0.03% | 1,426 | $125K | Reduce -5.9% |
| O Realty Income Corp. | 0.03% | 2,011 | $125K | No change |
| XLF SS Financial Select Sector | 0.03% | 2,268 | $122K | Add +34.6% |
| RPRX Royalty Pharma PLC Class A | 0.03% | 2,155 | $121K | No change |
| UNP Union Pacific Corp. | 0.03% | 438 | $119K | Add +0.2% |
| REGN Regeneron Pharmaceuticals | 0.03% | 191 | $119K | No change |
| STX Seagate Technology Holdings | 0.03% | 123 | $119K | No change |
| LIN Linde PLC | 0.03% | 226 | $117K | No change |
| ON On Semiconductor | 0.03% | 1,240 | $117K | No change |
| INCY Incyte Corp. | 0.03% | 1,000 | $113K | No change |
| MFC Manulife Financial Corp. | 0.03% | 2,728 | $111K | Add +54.5% |
| TT Trane Technologies PLC | 0.03% | 225 | $111K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.03% | 1,139 | $109K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 610 | $109K | Reduce -0.2% |
| ICLN iShares Global Clean Energy | 0.03% | 5,146 | $105K | Add +4.9% |
| CI The Cigna Group | 0.03% | 380 | $105K | No change |
| OTTR Otter Tail Corp. | 0.03% | 1,155 | $104K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.03% | 868 | $103K | Reduce -9.7% |
| KKR KKR & Co. Inc. | 0.03% | 1,120 | $103K | No change |
| KMI Kinder Morgan Inc. | 0.02% | 3,192 | $102K | No change |
| MCK McKesson Corp. | 0.02% | 135 | $102K | No change |
| ARKK ARK Innovation ETF | 0.02% | 1,252 | $101K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 329 | $100K | Add +8.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.02% | 2,214 | $98K | Add +0.1% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.02% | 2,413 | $98K | Add +484.3% |
| RTX RTX Corp. | 0.02% | 512 | $97K | No change |
| ENB Enbridge Inc. | 0.02% | 1,764 | $96K | No change |
| DTM DT Midstream Inc. | 0.02% | 643 | $94K | Add +0.3% |
| VTWO Vanguard Russell 2000 ETF | 0.02% | 775 | $94K | No change |
| VICE Advisorshares Vice ETF | 0.02% | 2,810 | $94K | No change |
| FREL Fidelity MSCI RL Est Indx | 0.02% | 3,181 | $93K | Add +0.9% |
| FBND Fidelity Total Bond ETF | 0.02% | 2,042 | $93K | Add +29.8% |
| CVX Chevron Corp. | 0.02% | 549 | $91K | Reduce -42.8% |
| NXPI NXP Semiconductors NV | 0.02% | 321 | $90K | No change |
| TLT iShares 20+ Year Treasury BD | 0.02% | 1,037 | $90K | Add +69.4% |
| WFC Wells Fargo & Co. | 0.02% | 1,082 | $89K | No change |
| USRT iShares Core US REIT ETF | 0.02% | 1,327 | $88K | Add +0.6% |
| IWN iShares Russell 2000 Value E | 0.02% | 396 | $88K | Add +0.3% |
| CGHM Cap Group Muni High-Income | 0.02% | 3,380 | $87K | Add +0.4% |
| PODD Insulet Corp. | 0.02% | 572 | $87K | No change |
| LRN Stride Inc. | 0.02% | 994 | $86K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 112 | $85K | No change |
| VONG Vanguard Russell 1000 Growth | 0.02% | 657 | $84K | Reduce -4.4% |
| CSX CSX Corp. | 0.02% | 1,709 | $81K | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.02% | 365 | $80K | No change |
| WBD Warner Bros Discovery Inc. | 0.02% | 2,982 | $80K | No change |
| FLEX Flex Ltd. | 0.02% | 490 | $79K | No change |
| AXP American Express Co. | 0.02% | 232 | $79K | No change |
| JD Jd.com Inc.-ADR | 0.02% | 3,068 | $78K | No change |
| ARKG ARK Genomic Revolution ETF | 0.02% | 1,858 | $78K | No change |
| RSG Republic Services Inc. | 0.02% | 362 | $77K | No change |
| DLR Digital Realty Trust Inc. | 0.02% | 428 | $77K | No change |
| IYC iShares US Consumer Discreti | 0.02% | 760 | $77K | No change |
| C Citigroup Inc. | 0.02% | 546 | $76K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.02% | 734 | $75K | Add +0.6% |
| COIN Coinbase Global Inc. Class A | 0.02% | 513 | $75K | No change |
| XLV SS Health Care Select Sector | 0.02% | 466 | $74K | Add +15.6% |
| CVS CVS Health Corp. | 0.02% | 708 | $73K | No change |
| BG Bunge Global SA | 0.02% | 685 | $73K | No change |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.02% | 2,099 | $73K | No change |
| PSA Public Storage | 0.02% | 226 | $72K | Add +0.4% |
| SNDK Sandisk Corp. | 0.02% | 31 | $70K | No change |
| COMT iShares Gsci Commodity Dynam | 0.02% | 2,309 | $70K | No change |
| BAM Brookfield Asset Mgmt-A | 0.02% | 1,544 | $69K | No change |
| ILMN Illumina Inc. | 0.02% | 392 | $69K | No change |
| SOLS Solstice Adv Materials Inc. | 0.02% | 764 | $68K | Reduce -1.2% |
| ITW Illinois Tool Works | 0.02% | 248 | $67K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 1,279 | $67K | Reduce -63.6% |
| TMDX Transmedics Group Inc. | 0.02% | 1,000 | $66K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 235 | $66K | No change |
| BX Blackstone Inc. | 0.02% | 560 | $66K | No change |
| FRI First Trust S&P REIT Index F | 0.02% | 2,079 | $66K | Add +0.3% |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | 0.02% | 2,447 | $64K | No change |
| HTHT H World Group Ltd.-ADR | 0.02% | 1,514 | $63K | No change |
| SCHX Schwab US Large-Cap ETF | 0.02% | 2,141 | $63K | Add +0.2% |
| IGF iShares Global Infrastructur | 0.02% | 946 | $63K | No change |
| DOCN Digitalocean Holdings Inc. | 0.02% | 400 | $63K | Reduce -4.8% |
| ETN Eaton Corp. PLC | 0.02% | 147 | $63K | Add +18.6% |
| SPHD Invesco S&P 500 High Dividen | 0.02% | 1,226 | $62K | No change |
| MRVL Marvell Technology Inc. | 0.02% | 209 | $62K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 406 | $62K | No change |
| XEL Xcel Energy Inc. | 0.01% | 767 | $62K | No change |
| TEL Te Connectivity PLC | 0.01% | 304 | $61K | No change |
| XLK SS Technology Select Sector | 0.01% | 320 | $61K | No change |
| WDC Western Digital Corp. | 0.01% | 95 | $61K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 4,338 | $60K | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 1,033 | $60K | No change |
| XPEV Xpeng Inc. - ADR | 0.01% | 4,399 | $58K | No change |
| CTAS Cintas Corp. | 0.01% | 340 | $58K | No change |
| NICE Nice Ltd. - Spon ADR | 0.01% | 635 | $58K | No change |
| PFG Principal Financial Group | 0.01% | 535 | $58K | Add +124.8% |
| EMR Emerson Electric Co. | 0.01% | 400 | $57K | No change |
| EOG EOG Resources Inc. | 0.01% | 440 | $57K | Reduce -3.3% |
| LITE Lumentum Holdings Inc. | 0.01% | 66 | $57K | No change |
| IHI iShares U.S. Medical Devices | 0.01% | 1,146 | $57K | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.01% | 426 | $56K | No change |
| TEAM Atlassian Corp. Class A | 0.01% | 718 | $56K | No change |
| STZ Constellation Brands Inc. Class A | 0.01% | 400 | $56K | No change |
| ROK Rockwell Automation Inc. | 0.01% | 112 | $55K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 944 | $55K | No change |
| BC Brunswick Corp. | 0.01% | 645 | $54K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 712 | $54K | Add +58.2% |
| IWD iShares Russell 1000 Value E | 0.01% | 224 | $54K | Add +0.5% |
| BGGG BG Long Term GLBL Grwth ETF | 0.01% | 1,505 | $53K | New |
| FLUT Flutter Entertainment PLC-Di | 0.01% | 517 | $53K | No change |
| DOCU Docusign Inc. | 0.01% | 1,178 | $52K | No change |
| ELV Elevance Health Inc. | 0.01% | 135 | $52K | No change |
| MSI Motorola Solutions Inc. | 0.01% | 125 | $52K | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.01% | 4,603 | $51K | No change |
| CRM Salesforce Inc. | 0.01% | 327 | $51K | No change |
| GS Goldman Sachs Group Inc. | 0.01% | 50 | $51K | No change |
| MOH Molina Healthcare Inc. | 0.01% | 220 | $50K | No change |
| SDG Ish MSCI Glob Sust Deve Goal | 0.01% | 554 | $50K | Add +0.7% |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.01% | 855 | $49K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,473 | $49K | No change |
| ASG Liberty All-Star Growth FD | 0.01% | 8,945 | $49K | No change |
| BLDR Builders Firstsource Inc. | 0.01% | 535 | $48K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 1,106 | $48K | Add +0.1% |
| PM Philip Morris International | 0.01% | 263 | $48K | No change |
| MAS Masco Corp. | 0.01% | 580 | $47K | No change |
| VEEV Veeva Systems Inc. Class A | 0.01% | 265 | $47K | No change |
| FTMN FR Minnesota Muni Inc. ETF | 0.01% | 5,191 | $46K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 1,653 | $46K | Add +0.6% |
| AGG iShares Core U.S. Aggregate | 0.01% | 458 | $45K | Add +154.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 267 | $45K | No change |
| HWM Howmet Aerospace Inc. | 0.01% | 166 | $45K | No change |
| WELL Welltower Inc. | 0.01% | 197 | $45K | Reduce -11.7% |
| EEM iShares MSCI Emerging Market | 0.01% | 653 | $45K | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 287 | $44K | Reduce -3.0% |
| CP Canadian Pacific Kansas City | 0.01% | 500 | $43K | No change |
| THG Hanover Insurance Group Inc./ | 0.01% | 200 | $43K | Reduce -37.5% |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 449 | $43K | Add +1.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 833 | $42K | No change |
| KLAC KLA Corp. | 0.01% | 141 | $42K | Add +0.7% |
| CVE Cenovus Energy Inc. | 0.01% | 1,676 | $42K | No change |
| SSNC Ss&c Technologies Holdings | 0.01% | 670 | $42K | No change |
| CCI Crown Castle Inc. | 0.01% | 549 | $42K | Add +0.9% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.01% | 1,088 | $41K | No change |
| HAS Hasbro Inc. | 0.01% | 500 | $41K | No change |
| APD Air Products & Chemicals Inc. | 0.01% | 140 | $41K | No change |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.01% | 1,145 | $40K | No change |
| GD General Dynamics Corp. | 0.01% | 113 | $40K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 185 | $39K | No change |
| IXUS iShares Core Intl Stock ETF | 0.01% | 410 | $39K | Add +0.5% |
| ARKF ARK Blockchain & Fintech Inn | 0.01% | 989 | $39K | No change |
| RDDT Reddit Inc. Class A | 0.01% | 224 | $39K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 262 | $39K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.01% | 505 | $39K | No change |
| IYF iShares US Financials ETF | 0.01% | 301 | $38K | No change |
| EWJ iShares MSCI Japan ETF | 0.01% | 410 | $38K | No change |
| CYRX Cryoport Inc. | 0.01% | 2,432 | $38K | No change |
| ITB iShares U.S. Home Constructi | 0.01% | 365 | $38K | No change |
| CB Chubb Ltd. | 0.01% | 109 | $37K | No change |
| FBT First Trust Nyse Arca Biotec | 0.01% | 148 | $37K | No change |
| GMAB Genmab A/S -SP ADR | 0.01% | 1,333 | $37K | No change |
| PRU Prudential Financial Inc. | 0.01% | 338 | $36K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 625 | $36K | Add +0.3% |
| FTCS First Trust Capital Strength | 0.01% | 381 | $36K | No change |
| IYH iShares U.S. Healthcare ETF | 0.01% | 529 | $35K | Add +0.2% |
| COKE Coca-Cola Consolidated Inc. | 0.01% | 183 | $35K | No change |
| PNC PNC Financial Services Group | 0.01% | 142 | $35K | No change |
| AFL Aflac Inc. | 0.01% | 294 | $34K | Add +0.3% |
| PHM Pultegroup Inc. | 0.01% | 250 | $34K | No change |
| SPCX Space Exploration Techn Class A | 0.01% | 200 | $34K | New |
| FAST Fastenal Co. | 0.01% | 711 | $34K | Add +0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 224 | $34K | No change |
| WDAY Workday Inc. Class A | 0.01% | 277 | $34K | No change |
| UL Unilever PLC-Sponsored ADR | 0.01% | 564 | $34K | Add +0.2% |
| MPWR Monolithic Power Systems Inc. | 0.01% | 24 | $34K | No change |
| U Unity Software Inc. | 0.01% | 1,166 | $33K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 427 | $33K | No change |
| UPS United Parcel Service Class B | 0.01% | 306 | $33K | Add +0.3% |
| FITB Fifth Third Bancorp | 0.01% | 571 | $32K | No change |
| NFLX Netflix Inc. | 0.01% | 450 | $32K | No change |
| FLQM Franklin U.S. Mid Cap Multif | 0.01% | 555 | $32K | New |
| TRI Thomson Reuters Corp. | 0.01% | 393 | $32K | Reduce -0.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 388 | $32K | Reduce -4.9% |
| TFC Truist Financial Corp. | 0.01% | 637 | $32K | No change |
| EME Emcor Group Inc. | 0.01% | 38 | $32K | New |
| AVA Avista Corp. | 0.01% | 768 | $31K | No change |
| PBE Invesco Biotechnology & Geno | 0.01% | 350 | $31K | No change |
| ADBE Adobe Inc. | 0.01% | 151 | $31K | No change |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.01% | 365 | $30K | No change |
| RDVY First Trust Rising Dividend | 0.01% | 375 | $30K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 100 | $30K | Add +809.1% |
| IWY iShares Russell Top 200 Grow | 0.01% | 103 | $30K | No change |
| PIPR Piper Sandler Cos | 0.01% | 412 | $30K | No change |
| TD Toronto-Dominion Bank | 0.01% | 238 | $29K | No change |
| ILCB iShares Morningstar U.S. Equ | 0.01% | 276 | $29K | Add +0.4% |
| PBR Petroleo Brasileiro-Spon ADR | 0.01% | 1,764 | $29K | No change |
| DNOV FT Vest US Equity Deep Buffe | 0.01% | 550 | $28K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 240 | $28K | No change |
| SU Suncor Energy Inc. | 0.01% | 524 | $28K | No change |
| KR Kroger Co. | 0.01% | 500 | $28K | No change |
| PBW Invesco Wilderhill Clean Ene | 0.01% | 709 | $28K | Add +21.4% |
| DXCM Dexcom Inc. | 0.01% | 408 | $27K | No change |
| GSK GSK PLC-Spon ADR | 0.01% | 517 | $27K | No change |
| FISV Fiserv Inc. | 0.01% | 550 | $27K | No change |
| GEHC GE Healthcare Technology | 0.01% | 419 | $27K | No change |
| LOGI Logitech International-Reg | 0.01% | 281 | $26K | No change |
| NKE Nike Inc. Class B | 0.01% | 644 | $26K | Add +0.5% |
| EXC Exelon Corp. | 0.01% | 564 | $26K | Add +0.9% |
| FMAT Fidelity MSCI Materials Indx | 0.01% | 449 | $26K | Add +0.2% |
| KURE Kraneshares MSCI All China H | 0.01% | 1,663 | $26K | No change |
| ACN Accenture PLC Class A | 0.01% | 210 | $26K | No change |
| SDVY First Trust Smid Cap Rising | 0.01% | 600 | $26K | No change |
| AIEQ Amplify AI Powered Eqty ETF | 0.01% | 512 | $25K | Reduce -9.4% |
| ORI Old Republic Intl Corp. | 0.01% | 616 | $25K | Add +0.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 500 | $25K | No change |
| BP BP PLC-Spons ADR | 0.01% | 680 | $25K | No change |
| ANET Arista Networks Inc. | 0.01% | 144 | $24K | No change |
| AVLV Avantis US Large Cap Value | 0.01% | 267 | $24K | New |
| FFTY Capforce Ibd 50 ETF | 0.01% | 554 | $24K | New |
| FV First Trust DW Focus 5 Fund | 0.01% | 317 | $24K | No change |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 473 | $24K | Add +1.1% |
| ZS Zscaler Inc. | 0.01% | 167 | $24K | New |
| OGIG Alps Oshares Global Internet | 0.01% | 521 | $23K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 210 | $23K | No change |
| TAK Takeda Pharmaceutic-SP ADR | 0.01% | 1,437 | $23K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 145 | $22K | No change |
| FEX First Trust Large Cap Core A | 0.01% | 160 | $22K | No change |
| CTVA Corteva Inc. | 0.01% | 264 | $22K | No change |
| HRL Hormel Foods Corp. | 0.01% | 900 | $22K | No change |
| VTRS Viatris Inc. | 0.01% | 1,366 | $22K | No change |
| KWEB Kranesh Csi China Internet | 0.01% | 883 | $22K | No change |
| Q Qnity Electronics Inc. | 0.01% | 132 | $22K | No change |
| VSNT Versant Media Group Inc. | 0.01% | 592 | $21K | Reduce -4.8% |
| IWV iShares Russell 3000 ETF | 0.01% | 50 | $21K | No change |
| SCHB Schwab US Broad Market ETF | 0.01% | 727 | $21K | Add +0.3% |
| NUDV Nuveen ESG Dividend ETF | 0.01% | 644 | $21K | Add +0.5% |
| CPNG Coupang Inc. | 0.01% | 1,173 | $20K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 2,312 | $20K | No change |
| OKTA Okta Inc. | 0.00% | 147 | $20K | No change |
| CME Cme Group Inc. | 0.00% | 91 | $20K | No change |
| ADI Analog Devices Inc. | 0.00% | 50 | $20K | No change |
| GM General Motors Co. | 0.00% | 255 | $20K | No change |
| SAP Sap SE-Sponsored ADR | 0.00% | 125 | $19K | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 2,494 | $19K | No change |
| FNX First Trust Mid Cap Core Alp | 0.00% | 130 | $19K | No change |
| AN Autonation Inc. | 0.00% | 100 | $19K | No change |
| RPM RPM International Inc. | 0.00% | 165 | $18K | No change |
| OSK Oshkosh Corp. | 0.00% | 118 | $18K | No change |
| DRI Darden Restaurants Inc. | 0.00% | 88 | $18K | No change |
| SCCO Southern Copper Corp. | 0.00% | 104 | $18K | Add +1.0% |
| DVY iShares Select Dividend ETF | 0.00% | 115 | $18K | No change |
| BBH Vaneck Biotech ETF | 0.00% | 88 | $18K | No change |
| NXST Nexstar Media Group Inc. | 0.00% | 100 | $18K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 223 | $18K | No change |
| BGRN iShares Usd Green Bond ETF | 0.00% | 371 | $18K | Add +1.1% |
| MO Altria Group Inc. | 0.00% | 243 | $18K | Add +0.4% |
| TCOM Trip.com Group Ltd.-ADR | 0.00% | 434 | $17K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 215 | $17K | No change |
| GLDM SPDR Gold Minishares Trust | 0.00% | 217 | $17K | No change |
| FDX FedEx Corp. | 0.00% | 55 | $17K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 50 | $17K | No change |
| PEG Public Service Enterprise GP | 0.00% | 209 | $17K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.00% | 49 | $17K | No change |
| DELL Dell Technologies -C | 0.00% | 39 | $17K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 382 | $17K | Reduce -10.3% |
| XAR SS SPDR S&P Aerospace Def | 0.00% | 59 | $17K | Add +126.9% |
| XHB SS SPDR S&P Homebldrs ETF | 0.00% | 144 | $17K | No change |
| BDX Becton Dickinson and Co. | 0.00% | 109 | $17K | No change |
| SBUX Starbucks Corp. | 0.00% | 160 | $16K | No change |
| AEP American Electric Power | 0.00% | 119 | $16K | Reduce -13.1% |
| IQLT iShares MSCI International Q | 0.00% | 328 | $16K | No change |
| MRNA Moderna Inc. | 0.00% | 230 | $16K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 353 | $16K | No change |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.00% | 422 | $16K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 276 | $16K | Add +1.1% |
| EWJV iShares MSCI Japan Value ETF | 0.00% | 357 | $16K | Add +0.8% |
| CELC Celcuity Inc. | 0.00% | 150 | $16K | No change |
| AFK Vaneck Africa Index ETF | 0.00% | 605 | $16K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 170 | $15K | No change |
| ES Eversource Energy | 0.00% | 210 | $15K | No change |
| IDA Idacorp Inc. | 0.00% | 99 | $15K | No change |
| PSX Phillips 66 | 0.00% | 88 | $15K | No change |
| WMB Williams Cos Inc. | 0.00% | 200 | $15K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 688 | $15K | No change |
| LRGE Clearbridge Large Cap Growth | 0.00% | 171 | $15K | No change |
| FYX First Trust Small Cap Core A | 0.00% | 100 | $14K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 176 | $14K | No change |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.00% | 300 | $14K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.00% | 310 | $14K | Add +1.0% |
| COP Conocophillips | 0.00% | 136 | $14K | No change |
| WY Weyerhaeuser Co. | 0.00% | 590 | $14K | No change |
| MMYT Makemytrip Ltd. | 0.00% | 261 | $14K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 775 | $14K | No change |
| BF.A Brown-Forman Corp. Class A | 0.00% | 500 | $14K | No change |
| FIG Figma Inc. Class A | 0.00% | 755 | $14K | No change |
| SIVR Abrdn Physical Silver Shares | 0.00% | 242 | $14K | No change |
| HERO Global X Video Games& Esport | 0.00% | 544 | $13K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.00% | 275 | $13K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 26 | $13K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 162 | $13K | Add +1.3% |
| HDEF Xtrackers MSCI Eafe High Div | 0.00% | 409 | $13K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 145 | $13K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 77 | $13K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 180 | $13K | No change |
| FMX Fomento Economico Mex-SP ADR | 0.00% | 100 | $13K | No change |
| CVY Invesco Zacks Multi-Asset Inc. | 0.00% | 441 | $13K | Add +1.6% |
| BLOK Amplify Blockchain Tech ETF | 0.00% | 203 | $13K | No change |
| FETH Fidelity Ethereum Fund | 0.00% | 804 | $13K | No change |
| VRP Invesco Variable Rate Prefer | 0.00% | 505 | $12K | No change |
| FXN First Trust Energy Alphadex | 0.00% | 600 | $12K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 101 | $12K | Reduce -36.1% |
| KTB Kontoor Brands Inc. | 0.00% | 142 | $12K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 87 | $12K | Reduce -1.1% |
| AXON Axon Enterprise Inc. | 0.00% | 21 | $12K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.00% | 35 | $12K | No change |
| VFC VF Corp. | 0.00% | 700 | $12K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 119 | $12K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.00% | 210 | $11K | No change |
| TXN Texas Instruments Inc. | 0.00% | 37 | $11K | Reduce -58.4% |
| FXL First Trust Technology Alpha | 0.00% | 50 | $11K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 32 | $11K | New |
| SLV iShares Silver Trust | 0.00% | 200 | $11K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 272 | $11K | No change |
| ALL Allstate Corp. | 0.00% | 44 | $10K | No change |
| FXH First Trust Health Care Alph | 0.00% | 85 | $10K | No change |
| SW Smurfit Westrock PLC | 0.00% | 224 | $10K | No change |
| TTE Totalenergies SE | 0.00% | 132 | $10K | No change |
| SPG Simon Property Group Inc. | 0.00% | 46 | $10K | Reduce -11.5% |
| NOC Northrop Grumman Corp. | 0.00% | 20 | $10K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 90 | $10K | No change |
| NXT Nextpower Inc. | 0.00% | 84 | $10K | No change |
| ZTS Zoetis Inc. | 0.00% | 139 | $10K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.00% | 104 | $10K | No change |
| WST West Pharmaceutical Services | 0.00% | 27 | $10K | No change |
| MET Metlife Inc. | 0.00% | 113 | $10K | Reduce -31.1% |
| QCLN First Trust Nasdaq Clean Edg | 0.00% | 154 | $9K | No change |
| TIP iShares Tips Bond ETF | 0.00% | 86 | $9K | Add +2.4% |
| XLRE SS Real Estate Select Sector | 0.00% | 213 | $9K | Add +0.9% |
| PAM Pampa Energia SA-Spon ADR | 0.00% | 114 | $9K | No change |
| ALLE Allegion PLC | 0.00% | 66 | $9K | No change |
| HPQ HP Inc. | 0.00% | 419 | $9K | Add +0.5% |
| PL Planet Labs PBC | 0.00% | 275 | $9K | Add +66.7% |
| EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 291 | $9K | No change |
| DG Dollar General Corp. | 0.00% | 77 | $9K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.00% | 100 | $9K | No change |
| PNW Pinnacle West Capital | 0.00% | 81 | $9K | No change |
| FCG First Trust Natural Gas ETF | 0.00% | 324 | $9K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.00% | 49 | $9K | Add +2.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 322 | $9K | New |
| AMT American Tower Corp. | 0.00% | 50 | $8K | No change |
| LEN Lennar Corp. Class A | 0.00% | 90 | $8K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 100 | $8K | No change |
| CCEP Coca-Cola Europacific Partne | 0.00% | 79 | $8K | No change |
| MAR Marriott International Class A | 0.00% | 21 | $8K | No change |
| SUZ Suzano SA - Spon ADR | 0.00% | 1,000 | $8K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 71 | $8K | New |
| CE Celanese Corp. | 0.00% | 164 | $8K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 75 | $8K | No change |
| BKH Black Hills Corp. | 0.00% | 100 | $7K | No change |
| DRAM Roundhill Memory ETF | 0.00% | 100 | $7K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 98 | $7K | Add +1.0% |
| SCHA Schwab US Small-Cap ETF | 0.00% | 204 | $7K | Add +0.5% |
| PATK Patrick Industries Inc. | 0.00% | 80 | $7K | No change |
| LNT Alliant Energy Corp. | 0.00% | 92 | $7K | No change |
| CCL Carnival Corp. Ltd. | 0.00% | 240 | $7K | No change |
| QTUM Defiance Quantum ETF | 0.00% | 41 | $7K | New |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 315 | $7K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 135 | $7K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 142 | $6K | No change |
| UHAL U-Haul Holding Co. | 0.00% | 95 | $6K | No change |
| PDD PDD Holdings Inc. | 0.00% | 81 | $6K | No change |
| GRAL Grail Inc. | 0.00% | 90 | $6K | No change |
| ELMD Electromed Inc. | 0.00% | 145 | $6K | No change |
| NVT Nvent Electric PLC | 0.00% | 36 | $6K | No change |
| SFD Smithfield Foods Inc. | 0.00% | 250 | $6K | No change |
| FIS Fidelity National Info Serv | 0.00% | 155 | $6K | Add +1.3% |
| CX Cemex Sab-Spons ADR Part Cer | 0.00% | 500 | $6K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 218 | $6K | No change |
| ROST Ross Stores Inc. | 0.00% | 28 | $6K | No change |
| HLN Haleon PLC-ADR | 0.00% | 628 | $6K | No change |
| GDLC Grayscale Coindesk 5 ETF | 0.00% | 221 | $6K | No change |
| ASTS Ast Spacemobile Inc. | 0.00% | 65 | $6K | New |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 325 | $6K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 62 | $6K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 65 | $6K | No change |
| TOST Toast Inc. Class A | 0.00% | 200 | $6K | No change |
| SO The Southern Co. | 0.00% | 58 | $6K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 11 | $5K | No change |
| RHP Ryman Hospitality Properties | 0.00% | 42 | $5K | No change |
| RUNN Running Oak Efficient GR ETF | 0.00% | 165 | $5K | No change |
| ASAN Asana Inc. Class A | 0.00% | 755 | $5K | No change |
| W Wayfair Inc. Class A | 0.00% | 57 | $5K | No change |
| WAT Waters Corp. | 0.00% | 14 | $5K | No change |
| BEP Brookfield Renewable Partner | 0.00% | 150 | $5K | No change |
| ETHE Grayscale Ethereum Staking E | 0.00% | 407 | $5K | No change |
| CROX Crocs Inc. | 0.00% | 43 | $5K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 114 | $5K | Add +0.9% |
| RUM Rum Group Inc. | 0.00% | 772 | $5K | No change |
| AAL American Airlines Group Inc. | 0.00% | 262 | $5K | No change |
| APOG Apogee Enterprises Inc. | 0.00% | 100 | $5K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 82 | $4K | No change |
| HSY The Hershey Co. | 0.00% | 25 | $4K | No change |
| JETS US Global Jets ETF | 0.00% | 134 | $4K | Reduce -26.8% |
| SNY Sanofi-ADR | 0.00% | 100 | $4K | No change |
| PSKY Paramount Skydance Class B | 0.00% | 432 | $4K | No change |
| FDXF FedEx Freight Holding Co. | 0.00% | 27 | $4K | No change |
| WHR Whirlpool Corp. | 0.00% | 100 | $4K | No change |
| FE Firstenergy Corp. | 0.00% | 82 | $4K | No change |
| FIBK First Interstate Bancsys-A | 0.00% | 100 | $4K | No change |
| IP International Paper Co. | 0.00% | 100 | $4K | No change |
| WAB Wabtec Corp. | 0.00% | 14 | $4K | No change |
| BTI British American Tob-SP ADR | 0.00% | 61 | $4K | No change |
| PLD Prologis Inc. | 0.00% | 27 | $4K | No change |
| GTN.A Gray Media Inc. Class A | 0.00% | 500 | $4K | No change |
| VNT Vontier Corp. | 0.00% | 120 | $3K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 44 | $3K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 34 | $3K | No change |
| PNR Pentair PLC | 0.00% | 36 | $3K | No change |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 100 | $3K | No change |
| TDG Transdigm Group Inc. | 0.00% | 2 | $3K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 194 | $3K | No change |
| WDS Woodside Energy Group-ADR | 0.00% | 131 | $3K | No change |
| MSB Mesabi Trust | 0.00% | 100 | $3K | No change |
| CRWV Coreweave Inc. Class A | 0.00% | 25 | $2K | New |
| ONEQ Fidelity Nasdaq Comp Indx | 0.00% | 24 | $2K | No change |
| HOWL Werewolf Therapeutics Inc. | 0.00% | 6,750 | $2K | No change |
| SUPN Supernus Pharmaceuticals Inc. | 0.00% | 52 | $2K | No change |
| BILI Bilibili Inc.-Sponsored ADR | 0.00% | 139 | $2K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.00% | 128 | $2K | No change |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.00% | 59 | $2K | New |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 126 | $2K | No change |
| FROG Jfrog Ltd. | 0.00% | 24 | $2K | No change |
| GRO Brazil Potash Corp. | 0.00% | 1,000 | $2K | No change |
| FUN Six Flags Entertainment Corp. | 0.00% | 100 | $2K | No change |
| ALK Alaska Air Group Inc. | 0.00% | 40 | $2K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 6 | $2K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 110 | $2K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 76 | $2K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 25 | $2K | No change |
| PPG PPG Industries Inc. | 0.00% | 16 | $2K | No change |
| SYM Symbotic Inc. | 0.00% | 40 | $2K | No change |
| BBUC Brookfield Business Corp. Class A | 0.00% | 60 | $2K | No change |
| IONQ Ionq Inc. | 0.00% | 32 | $2K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 50 | $2K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 14 | $2K | No change |
| CPHC Canterbury Park Holding Corp. | 0.00% | 100 | $2K | No change |
| BITS Global X Block & Bit Strat | 0.00% | 28 | $2K | No change |
| STE Steris PLC | 0.00% | 7 | $2K | No change |
| DLN Wisdomtree US Largecap Divid | 0.00% | 16 | $2K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 7 | $2K | No change |
| ST Sensata Technologies Holdplc | 0.00% | 31 | $1K | No change |
| ICUI Icu Medical Inc. | 0.00% | 10 | $1K | No change |
| SPSC SPS Commerce Inc. | 0.00% | 25 | $1K | No change |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.00% | 16 | $1K | No change |
| MAT Mattel Inc. | 0.00% | 100 | $1K | No change |
| MRP Millrose Properties | 0.00% | 45 | $1K | No change |
| BNT Brookfield Wealth Solutions | 0.00% | 30 | $1K | No change |
| CRESY Cresud S.A.-Spons ADR | 0.00% | 110 | $1K | No change |
| TKO Tko Group Holdings Inc. | 0.00% | 6 | $1K | No change |
| XIFR XPLR Infrastructure LP | 0.00% | 100 | $1K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 29 | $1K | No change |
| OGN Organon & Co. | 0.00% | 83 | $1K | No change |
| AIG American International Group | 0.00% | 15 | $1K | No change |
| VST Vistra Corp. | 0.00% | 7 | $1K | No change |
| WOLF Wolfspeed Inc. | 0.00% | 22 | $1K | Reduce -4.3% |
| IIM Invesco Value Municipal Inco | 0.00% | 80 | $1K | Reduce -74.9% |
| FCPT Four Corners Property Trust | 0.00% | 39 | $957 | No change |
| IQI Invesco Quality Muni Inc. TR | 0.00% | 91 | $916 | Reduce -74.9% |
| FOXA Fox Corp. Class A | 0.00% | 17 | $887 | No change |
| IRTC Irhythm Holdings Inc. | 0.00% | 7 | $833 | No change |
| SLVM Sylvamo Corp. | 0.00% | 22 | $832 | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.00% | 102 | $822 | No change |
| UA Under Armour Inc. Class C | 0.00% | 130 | $809 | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 52 | $782 | No change |
| TDOC Teladoc Health Inc. | 0.00% | 84 | $712 | No change |
| PII Polaris Inc. | 0.00% | 10 | $668 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 48 | $637 | No change |
| ONL Orion Properties Inc. | 0.00% | 201 | $581 | No change |
| PATH Uipath Inc. Class A | 0.00% | 48 | $522 | No change |
| EPR Epr Properties filed as EPR PPTYS | 0.00% | 8 | $464 | No change |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.00% | 150 | $407 | No change |
| VLUE iShares MSCI USA Value Facto | 0.00% | 2 | $400 | No change |
| GTN Gray Media Inc. | 0.00% | 100 | $397 | No change |
| GOF Guggenheim Strategic Opport | 0.00% | 35 | $382 | No change |
| KHC The Kraft Heinz Co. | 0.00% | 15 | $354 | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 13 | $328 | No change |
| NWSA News Corp. Class A | 0.00% | 13 | $323 | No change |
| SOUN Soundhound AI Inc. Class A | 0.00% | 42 | $272 | No change |
| BRBR Bellring Brands Inc. | 0.00% | 20 | $259 | No change |
| JMIA Jumia Technologies AG-ADR | 0.00% | 34 | $240 | No change |
| PENN Penn Entertainment Inc. | 0.00% | 11 | $235 | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 2 | $225 | No change |
| ASIX Advansix Inc. | 0.00% | 11 | $219 | No change |
| GIL Gildan Activewear Inc. | 0.00% | 4 | $206 | No change |
| RNG Ringcentral Inc. Class A | 0.00% | 5 | $196 | No change |
| CRON Cronos Group Inc. | 0.00% | 45 | $125 | No change |
| ALGT Allegiant Travel Co. | 0.00% | 1 | $118 | New |
| NIO Nio Inc. - ADR | 0.00% | 22 | $111 | No change |
| UIS Unisys Corp. | 0.00% | 30 | $110 | No change |
| CELU Celularity Inc. Class A | 0.00% | 171 | $102 | No change |
| IRS Irsa -SP ADR filed as IRSA INVERSIONES Y REP S A | 0.00% | 6 | $93 | No change |
| CHGG Chegg Inc. | 0.00% | 70 | $71 | No change |
| DXC DXC Technology Co. | 0.00% | 8 | $71 | No change |
| LCID Lucid Group Inc. | 0.00% | 9 | $60 | No change |
| NLOP Net Lease Office Property | 0.00% | 5 | $56 | No change |
| GILT Gilat Satellite Networks Ltd. | 0.00% | 3 | $40 | No change |
| LI Li Auto Inc. - ADR | 0.00% | 2 | $23 | No change |
| OGI Organigram Global Inc. | 0.00% | 23 | $23 | No change |
| EDIT Editas Medicine Inc. | 0.00% | 6 | $19 | No change |
| BIVI Biovie Inc. | 0.00% | 6 | $12 | No change |
| POCI Precision Optics Corp. Inc. | 0.00% | 2 | $10 | No change |
| IUSV iShares Core S&P U.S. Value | 0.00% | 1,775 | $8 | Add +0.4% |