| QQQ Invesco QQQ Trust Series 1 | 6.98% | 32,944 | $24.3M | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.50% | 87,761 | $19.1M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 3.64% | 18,402 | $12.6M | Reduce -0.6% |
| DVY iShares Select Dividend ETF | 3.36% | 74,743 | $11.7M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.25% | 140,053 | $11.3M | Add +3.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.21% | 129,468 | $11.2M | Reduce -2.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.93% | 105,428 | $10.2M | Add +3.4% |
| RSP Invesco S&P 500 Equal Weight | 2.90% | 47,370 | $10.1M | Add +8.8% |
| AAPL Apple Inc. | 2.82% | 33,851 | $9.8M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 2.46% | 103,235 | $8.6M | Reduce -7.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.10% | 24,084 | $7.3M | Add +3.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.91% | 21,625 | $6.6M | Add +0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.84% | 32,354 | $6.4M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 1.77% | 17,183 | $6.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.61% | 15,015 | $5.6M | Add +2.6% |
| FBND Fidelity Total Bond ETF | 1.47% | 111,969 | $5.1M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.46% | 15,513 | $5.1M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.43% | 6,634 | $5.0M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.32% | 22,992 | $4.6M | Add +4.0% |
| ANET Arista Networks Inc. | 1.32% | 27,077 | $4.6M | Reduce -2.9% |
| HYGV NT HY Val-SCRD BD ETF | 1.29% | 111,774 | $4.5M | Add +4.4% |
| SPGP Invesco S&P 500 Garp ETF | 1.27% | 36,039 | $4.4M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 5,864 | $4.4M | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 1.03% | 28,950 | $3.6M | Reduce -0.4% |
| IYW iShares Ustechnology ETF | 1.03% | 14,137 | $3.6M | Reduce -2.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.98% | 14,084 | $3.4M | Add +10.4% |
| IWR iShares Russell Mid-Cap ETF | 0.90% | 28,495 | $3.1M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.89% | 26,205 | $3.1M | Reduce -1.2% |
| ESG NT Stoxx US ESG ETF | 0.87% | 17,299 | $3.0M | Reduce -8.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.86% | 29,124 | $3.0M | Add +43.8% |
| AMZN Amazon.com Inc. | 0.84% | 12,325 | $2.9M | Add +5.6% |
| PNC PNC Financial Services Group | 0.83% | 11,707 | $2.9M | Reduce -3.5% |
| LOW Lowe's Cos Inc. | 0.77% | 12,137 | $2.7M | Reduce -2.5% |
| MCD McDonald's Corp. | 0.75% | 9,642 | $2.6M | Reduce -1.8% |
| PVAL Putnam Focused LRG Cap Value | 0.73% | 49,833 | $2.5M | Add +93.2% |
| CSX CSX Corp. | 0.70% | 51,214 | $2.4M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.63% | 2,359 | $2.2M | Add +0.3% |
| SO The Southern Co. | 0.63% | 22,904 | $2.2M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.63% | 14,883 | $2.2M | Reduce -5.0% |
| VLO Valero Energy Corp. | 0.62% | 8,248 | $2.1M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.60% | 5,801 | $2.1M | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.60% | 3,609 | $2.1M | Add +2.3% |
| CVX Chevron Corp. | 0.57% | 11,993 | $2.0M | Reduce -4.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.57% | 8,312 | $2.0M | Reduce -2.5% |
| PULS Pgim Ultra Short Bond ETF | 0.56% | 39,150 | $1.9M | Add +18.9% |
| DFIS Dimensional International SM | 0.56% | 55,130 | $1.9M | New |
| FTNT Fortinet Inc. | 0.55% | 12,435 | $1.9M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.54% | 3,680 | $1.9M | Reduce -1.6% |
| PWR Quanta Services Inc. | 0.50% | 2,435 | $1.8M | Reduce -1.3% |
| DHR Danaher Corp. | 0.49% | 8,877 | $1.7M | Reduce -4.8% |
| JNJ Johnson & Johnson | 0.48% | 6,585 | $1.7M | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.48% | 1,413 | $1.7M | Add +15.3% |
| ITW Illinois Tool Works | 0.44% | 5,604 | $1.5M | Reduce -2.0% |
| BND Vanguard Total Bond Market | 0.43% | 20,184 | $1.5M | Reduce -9.1% |
| GLD SPDR Gold Shares | 0.42% | 4,008 | $1.5M | Reduce -23.8% |
| XOM Exxon Mobil Corp. | 0.42% | 10,760 | $1.5M | Reduce -3.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.42% | 3,952 | $1.4M | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 0.38% | 3,339 | $1.3M | Reduce -1.2% |
| WMT Walmart Inc. | 0.37% | 11,341 | $1.3M | Add +3.0% |
| VZ Verizon Communications Inc. | 0.37% | 30,222 | $1.3M | Reduce -2.5% |
| PEP Pepsico Inc. | 0.34% | 8,841 | $1.2M | Reduce -6.3% |
| TIP iShares Tips Bond ETF | 0.34% | 10,852 | $1.2M | Add +11.9% |
| HON Honeywell International Inc. | 0.34% | 5,268 | $1.2M | Reduce -1.7% |
| HONA Honeywell Aerospace Inc. | 0.34% | 5,268 | $1.2M | Reduce -1.7% |
| PMIO Pgim Municipal Inc. Opp ETF | 0.33% | 22,760 | $1.2M | Add +11.2% |
| ECL Ecolab Inc. | 0.33% | 4,162 | $1.2M | Reduce -3.5% |
| MCHP Microchip Technology Inc. | 0.32% | 12,153 | $1.1M | Add +6.8% |
| FBCG Fidelity Blue Chip Grow ETF | 0.32% | 17,811 | $1.1M | Add +59.4% |
| GOOG Alphabet Inc. Class C | 0.32% | 3,113 | $1.1M | Reduce -1.3% |
| CVS CVS Health Corp. | 0.31% | 10,547 | $1.1M | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.31% | 905 | $1.1M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 2,094 | $1.0M | No change |
| XLK SS Technology Select Sector | 0.30% | 5,435 | $1.0M | Reduce -5.0% |
| TSLA Tesla Inc. | 0.30% | 2,454 | $1.0M | Add +4.5% |
| BX Blackstone Inc. | 0.29% | 8,690 | $1.0M | Reduce -17.1% |
| CME Cme Group Inc. | 0.29% | 4,584 | $1.0M | Reduce -8.9% |
| KLAC KLA Corp. | 0.28% | 3,240 | $978K | No change |
| ABT Abbott Laboratories | 0.28% | 10,550 | $957K | Reduce -26.1% |
| CAT Caterpillar Inc. | 0.27% | 893 | $951K | Reduce -3.3% |
| IWD iShares Russell 1000 Value E | 0.27% | 3,852 | $934K | Reduce -0.4% |
| HD Home Depot Inc. | 0.27% | 2,619 | $924K | Add +0.4% |
| BKLN Invesco Senior Loan ETF | 0.26% | 44,134 | $899K | Reduce -4.2% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 6,035 | $884K | Reduce -0.2% |
| HYD Vaneck High Yield Muni ETF | 0.25% | 16,691 | $860K | Reduce -2.6% |
| WEC WEC Energy Group Inc. | 0.24% | 7,280 | $850K | Reduce -9.5% |
| MCK McKesson Corp. | 0.24% | 1,112 | $840K | Reduce -1.3% |
| FLOT iShares Floating Rate Bond E | 0.24% | 16,305 | $832K | Add +21.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 2,841 | $799K | Add +0.8% |
| ET Energy Transfer LP | 0.23% | 41,310 | $790K | Add +1.7% |
| GL Globe Life Inc. | 0.22% | 4,225 | $755K | Reduce -3.0% |
| NEE Nextera Energy Inc. | 0.21% | 8,415 | $739K | Reduce -2.0% |
| PKG Packaging Corp. of America | 0.21% | 3,069 | $731K | Reduce -9.3% |
| META Meta Platforms Inc. Class A | 0.21% | 1,287 | $725K | Add +8.8% |
| ERIE Erie Indemnity Company Class A | 0.21% | 3,000 | $719K | No change |
| VCIT Vanguard Int-Term Corporate | 0.20% | 8,554 | $707K | Add +8.3% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 9,783 | $697K | Add +23.6% |
| RSG Republic Services Inc. | 0.17% | 2,820 | $601K | Reduce -7.1% |
| AUB Atlantic Union Bankshares Co. | 0.17% | 14,052 | $595K | Add +5104.4% |
| TFC Truist Financial Corp. | 0.17% | 11,843 | $590K | No change |
| PANW Palo Alto Networks Inc. | 0.16% | 1,675 | $571K | Add +56.1% |
| NOC Northrop Grumman Corp. | 0.16% | 1,093 | $557K | Add +0.3% |
| ABBV Abbvie Inc. | 0.16% | 2,187 | $550K | Add +1.5% |
| CBRE CBRE Group Inc. Class A | 0.16% | 4,029 | $543K | Reduce -13.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.16% | 10,320 | $541K | Add +5.5% |
| EQIX Equinix Inc. | 0.15% | 507 | $528K | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 3,326 | $504K | Add +18.6% |
| NUE Nucor Corp. | 0.14% | 2,258 | $503K | Add +0.6% |
| IWS iShares Russell Mid-Cap Valu | 0.14% | 2,981 | $491K | No change |
| AVGO Broadcom Inc. | 0.14% | 1,285 | $485K | Add +11.2% |
| XLC SS Comm Select Sector SPDR | 0.14% | 4,444 | $476K | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 4,711 | $453K | Add +5.7% |
| NXST Nexstar Media Group Inc. | 0.13% | 2,530 | $452K | Reduce -23.7% |
| DE Deere & Co. | 0.13% | 689 | $437K | No change |
| EOG EOG Resources Inc. | 0.13% | 3,363 | $436K | Reduce -23.5% |
| DBEU Xtrackers MSCI Europe Hedged | 0.11% | 7,000 | $378K | No change |
| SHOP Shopify Inc. Class A | 0.11% | 3,305 | $377K | Reduce -8.1% |
| IYH iShares U.S. Healthcare ETF | 0.11% | 5,612 | $376K | Reduce -3.7% |
| FTRB Fed Hermes TTL RTRN BND | 0.11% | 14,941 | $375K | Add +48.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.11% | 4,531 | $373K | Reduce -25.1% |
| DHI D.R. Horton Inc. | 0.10% | 2,230 | $363K | Reduce -6.7% |
| KO The Coca-Cola Co. | 0.10% | 4,372 | $355K | Add +0.0% |
| XLY SS Consumer Disc Select Sect | 0.10% | 3,008 | $353K | Reduce -2.2% |
| MRK Merck & Co. Inc. | 0.10% | 2,744 | $353K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 2,999 | $352K | Reduce -14.9% |
| XLF SS Financial Select Sector | 0.10% | 6,557 | $352K | Add +1.8% |
| BAC Bank of America Corp. | 0.10% | 5,890 | $336K | Add +4.4% |
| NEO Neogenomics Inc. | 0.10% | 23,000 | $336K | No change |
| QCOM Qualcomm Inc. | 0.10% | 1,804 | $333K | Add +11.4% |
| FEIM Frequency Electronics Inc. | 0.10% | 5,000 | $332K | No change |
| NFLX Netflix Inc. | 0.10% | 4,625 | $330K | Add +27.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 7,152 | $324K | Add +7.5% |
| MO Altria Group Inc. | 0.09% | 4,425 | $318K | No change |
| LRCX Lam Research Corp. | 0.09% | 720 | $312K | No change |
| ETN Eaton Corp. PLC | 0.09% | 732 | $312K | Add +4.1% |
| PM Philip Morris International | 0.09% | 1,685 | $305K | Add +1.9% |
| DUK Duke Energy Corp. | 0.09% | 2,375 | $301K | Add +2.1% |
| FTGC First Trust Global Tactical | 0.09% | 11,041 | $299K | Add +41.1% |
| ORCL Oracle Corp. | 0.08% | 1,966 | $288K | Add +7.3% |
| WM Waste Management Inc. | 0.08% | 1,286 | $287K | No change |
| GPC Genuine Parts Co. | 0.08% | 2,391 | $282K | Reduce -14.7% |
| XLI SS Industrial Select Sector | 0.08% | 1,519 | $281K | Add +4.3% |
| D Dominion Energy Inc. | 0.08% | 4,054 | $277K | Reduce -1.4% |
| IYT iShares US Transportation Et | 0.08% | 3,133 | $272K | Reduce -1.1% |
| RJF Raymond James Financial Inc. | 0.08% | 1,785 | $271K | Add +0.8% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 4,459 | $257K | Reduce -1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.07% | 481 | $251K | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 0.07% | 593 | $246K | Add +3.3% |
| HBAN Huntington Bancshares Inc. | 0.07% | 13,090 | $232K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 6,594 | $220K | Add +157.2% |
| LMT Lockheed Martin Corp. | 0.06% | 422 | $215K | Add +1.7% |
| RTX RTX Corp. | 0.06% | 1,127 | $214K | Add +7.3% |
| ADP Automatic Data Processing | 0.06% | 950 | $213K | No change |
| IWO iShares Russell 2000 Growth | 0.06% | 505 | $199K | Reduce -1.0% |
| WELL Welltower Inc. | 0.05% | 839 | $190K | Add +4.9% |
| UNP Union Pacific Corp. | 0.05% | 695 | $189K | Add +9.1% |
| MAR Marriott International Class A | 0.05% | 500 | $185K | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 2,215 | $171K | No change |
| MPC Marathon Petroleum Corp. | 0.05% | 668 | $171K | No change |
| TXN Texas Instruments Inc. | 0.05% | 561 | $167K | Add +5.8% |
| EEM iShares MSCI Emerging Market | 0.05% | 2,430 | $166K | No change |
| ETHA iShares Ethereum Trust ETF | 0.05% | 13,815 | $164K | No change |
| AMAT Applied Materials Inc. | 0.05% | 226 | $163K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 437 | $163K | No change |
| BHRB Burke & Herbert Financial SE | 0.05% | 2,202 | $158K | Reduce -2.6% |
| PHO Invesco Water Resources ETF | 0.04% | 2,260 | $156K | No change |
| T AT&T Inc. | 0.04% | 7,540 | $156K | Reduce -0.1% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.04% | 2,965 | $155K | Reduce -1.2% |
| NSC Norfolk Southern Corp. | 0.04% | 485 | $153K | No change |
| PZA Invesco National Amt-Free Mu | 0.04% | 6,286 | $148K | Reduce -29.9% |
| CEG Constellation Energy | 0.04% | 588 | $146K | Reduce -1.7% |
| IAU iShares Gold Trust | 0.04% | 1,902 | $144K | No change |
| TT Trane Technologies PLC | 0.04% | 292 | $143K | No change |
| XLRE SS Real Estate Select Sector | 0.04% | 3,223 | $142K | Add +58.2% |
| BCGD Baron Global Durable Adv ETF | 0.04% | 5,325 | $141K | Add +124.2% |
| WFC Wells Fargo & Co. | 0.04% | 1,655 | $137K | No change |
| PCAR Paccar Inc. | 0.04% | 1,095 | $132K | Add +3.7% |
| MS Morgan Stanley | 0.04% | 627 | $131K | Add +10.4% |
| ALL Allstate Corp. | 0.04% | 540 | $128K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 1,080 | $126K | No change |
| CAH Cardinal Health Inc. | 0.03% | 502 | $119K | No change |
| TRV The Travelers Cos Inc. | 0.03% | 359 | $119K | No change |
| PFE Pfizer Inc. | 0.03% | 4,895 | $118K | Add +5.7% |
| IWN iShares Russell 2000 Value E | 0.03% | 527 | $117K | Add +17.1% |
| DBJP Xtrackers MSCI Japan Hedged | 0.03% | 1,000 | $115K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.03% | 1,177 | $114K | Add +15.8% |
| DRI Darden Restaurants Inc. | 0.03% | 545 | $112K | No change |
| INTC Intel Corp. | 0.03% | 800 | $112K | No change |
| PPL PPL Corp. | 0.03% | 3,043 | $111K | No change |
| AEP American Electric Power | 0.03% | 802 | $110K | Add +5.8% |
| IWM iShares Russell 2000 ETF | 0.03% | 365 | $110K | No change |
| XLP SS Consumer Staples Sel Sect | 0.03% | 1,317 | $109K | Reduce -2.2% |
| EXC Exelon Corp. | 0.03% | 2,322 | $108K | Reduce -2.1% |
| PICB Invesco International Corpor | 0.03% | 4,559 | $106K | Reduce -2.7% |
| OHI Omega Healthcare Investors | 0.03% | 2,156 | $103K | No change |
| BLK BlackRock Inc. | 0.03% | 105 | $101K | Add +16.7% |
| CMCSA Comcast Corp. Class A | 0.03% | 4,071 | $100K | Reduce -8.5% |
| ROST Ross Stores Inc. | 0.03% | 465 | $99K | No change |
| V Visa Inc. Class A | 0.03% | 287 | $98K | Add +32.3% |
| BDX Becton Dickinson and Co. | 0.03% | 650 | $98K | Reduce -30.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 550 | $98K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 520 | $98K | New |
| IUSV iShares Core S&P U.S. Value | 0.03% | 871 | $96K | New |
| XLE SS Energy Select Sector | 0.03% | 1,806 | $96K | Reduce -10.2% |
| FETH Fidelity Ethereum Fund | 0.03% | 6,020 | $95K | No change |
| HDV iShares Core High Dividend E | 0.03% | 3,385 | $93K | New |
| PAVE Global X US Infrastructure | 0.03% | 1,565 | $92K | No change |
| XLV SS Health Care Select Sector | 0.03% | 581 | $92K | Add +20.8% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 1,568 | $91K | Reduce -4.7% |
| CHCO City Holding Co. filed as CITY HLDG CO | 0.03% | 665 | $88K | No change |
| GME Gamestop Corp. Class A | 0.02% | 3,900 | $86K | No change |
| TSPA T Rowe Price US Eqy Research | 0.02% | 1,800 | $86K | New |
| BKNG Booking Holdings Inc. | 0.02% | 475 | $85K | No change |
| TGB Trekor Metals Ltd. | 0.02% | 12,200 | $84K | No change |
| BMNR Bitmine Immersion Technologi | 0.02% | 6,040 | $80K | Add +202.0% |
| VGK Vanguard Ftse Europe ETF | 0.02% | 860 | $76K | Reduce -66.2% |
| ADI Analog Devices Inc. | 0.02% | 188 | $75K | No change |
| CRM Salesforce Inc. | 0.02% | 467 | $73K | Reduce -38.3% |
| NOW ServiceNow Inc. | 0.02% | 715 | $71K | Add +78.8% |
| CL Colgate-Palmolive Co. | 0.02% | 755 | $69K | No change |
| APD Air Products & Chemicals Inc. | 0.02% | 235 | $69K | Add +6.8% |
| PGX Invesco Preferred ETF | 0.02% | 6,273 | $68K | Add +44.4% |
| YUM Yum! Brands Inc. | 0.02% | 425 | $68K | Reduce -28.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 140 | $67K | Add +250.0% |
| EMR Emerson Electric Co. | 0.02% | 467 | $67K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 66 | $67K | Add +32.0% |
| COP Conocophillips | 0.02% | 620 | $64K | No change |
| ROP Roper Technologies Inc. | 0.02% | 188 | $64K | Reduce -57.6% |
| WULF Terawulf Inc. | 0.02% | 2,540 | $63K | No change |
| IJR iShares Core S&P Small-Cap E | 0.02% | 421 | $62K | Add +343.2% |
| UL Unilever PLC-Sponsored ADR | 0.02% | 1,027 | $62K | Add +7.7% |
| ACNB Acnb Corp. | 0.02% | 990 | $59K | No change |
| AMX America Movil Sab DE CV | 0.02% | 2,250 | $58K | Reduce -4.3% |
| TGT Target Corp. | 0.02% | 438 | $57K | Add +9.5% |
| XLB SS Materials Select Sector | 0.02% | 1,123 | $57K | Add +58.2% |
| ROK Rockwell Automation Inc. | 0.02% | 113 | $56K | Add +17.7% |
| CARR Carrier Global Corp. | 0.02% | 750 | $55K | No change |
| PH Parker Hannifin Corp. | 0.02% | 56 | $55K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.02% | 109 | $55K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 341 | $54K | Add +48.3% |
| ARLP Alliance Resource Partners | 0.02% | 2,200 | $53K | Reduce -4.3% |
| ULTA Ulta Beauty Inc. | 0.01% | 115 | $52K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 380 | $52K | Add +3.6% |
| MSI Motorola Solutions Inc. | 0.01% | 123 | $51K | No change |
| EQT Eqt Corp. | 0.01% | 954 | $51K | Add +10.7% |
| AON Aon PLC Class A | 0.01% | 150 | $50K | No change |
| OXY Occidental Petroleum Corp. | 0.01% | 1,000 | $49K | No change |
| DFAS Dimensional US Small Cap ETF | 0.01% | 585 | $48K | No change |
| PRU Prudential Financial Inc. | 0.01% | 440 | $47K | No change |
| CB Chubb Ltd. | 0.01% | 139 | $47K | No change |
| FE Firstenergy Corp. | 0.01% | 996 | $47K | Reduce -14.3% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 787 | $47K | New |
| MMM 3M Co. | 0.01% | 290 | $47K | No change |
| AFL Aflac Inc. | 0.01% | 400 | $47K | No change |
| SLV iShares Silver Trust | 0.01% | 845 | $45K | No change |
| UPS United Parcel Service Class B | 0.01% | 420 | $45K | No change |
| AMLP Alerian MLP ETF | 0.01% | 834 | $43K | No change |
| HIG Hartford Insurance Group Inc. | 0.01% | 325 | $43K | Reduce -4.4% |
| PNW Pinnacle West Capital | 0.01% | 400 | $43K | No change |
| NNN NNN REIT Inc. | 0.01% | 900 | $42K | No change |
| COF Capital One Financial Corp. | 0.01% | 204 | $41K | Add +34.2% |
| KEY Keycorp | 0.01% | 1,750 | $40K | No change |
| COPP Sprott Copper Miners ETF | 0.01% | 1,000 | $38K | No change |
| MET Metlife Inc. | 0.01% | 448 | $38K | Add +12.0% |
| EFA iShares MSCI Eafe ETF | 0.01% | 358 | $37K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.01% | 775 | $37K | No change |
| DLR Digital Realty Trust Inc. | 0.01% | 205 | $37K | No change |
| AGGM iShares 1-10 Year U.S. Aggre | 0.01% | 340 | $35K | Reduce -9.3% |
| MSCI MSCI Inc. | 0.01% | 63 | $35K | No change |
| HAL Halliburton Co. | 0.01% | 1,000 | $34K | No change |
| IYR iShares US Real Estate ETF | 0.01% | 324 | $33K | Reduce -48.1% |
| IDXX Idexx Laboratories Inc. | 0.01% | 62 | $33K | No change |
| NLY Annaly Capital Management Inc. | 0.01% | 1,440 | $32K | No change |
| AN Autonation Inc. | 0.01% | 170 | $32K | No change |
| SW Smurfit Westrock PLC | 0.01% | 675 | $31K | No change |
| MRSH Marsh & McLennan Cos | 0.01% | 185 | $31K | No change |
| USB US Bancorp | 0.01% | 500 | $30K | No change |
| WPC WP Carey Inc. | 0.01% | 415 | $30K | No change |
| SNOW Snowflake Inc. | 0.01% | 115 | $29K | No change |
| SYY Sysco Corp. | 0.01% | 350 | $29K | No change |
| PII Polaris Inc. | 0.01% | 425 | $29K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 261 | $29K | Reduce -23.5% |
| GEHC GE Healthcare Technology | 0.01% | 440 | $28K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.01% | 540 | $28K | No change |
| PSX Phillips 66 | 0.01% | 165 | $28K | No change |
| MAA Mid-America Apartment Comm | 0.01% | 200 | $28K | No change |
| NVS Novartis AG-Sponsored ADR | 0.01% | 175 | $27K | No change |
| WAT Waters Corp. | 0.01% | 73 | $27K | Reduce -29.8% |
| DHT DHT Holdings Inc. | 0.01% | 1,650 | $27K | Reduce -8.3% |
| TAP Molson Coors Beverage Co. Class B | 0.01% | 700 | $27K | No change |
| XYZ Block Inc. | 0.01% | 350 | $27K | No change |
| ICLN iShares Global Clean Energy | 0.01% | 1,250 | $26K | New |
| CTAS Cintas Corp. | 0.01% | 150 | $26K | No change |
| KKR KKR & Co. Inc. | 0.01% | 267 | $25K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 167 | $24K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 150 | $23K | No change |
| SPG Simon Property Group Inc. | 0.01% | 100 | $22K | No change |
| BP BP PLC-Spons ADR | 0.01% | 600 | $22K | No change |
| AXP American Express Co. | 0.01% | 65 | $22K | Add +160.0% |
| CF CF Industries Holdings Inc. | 0.01% | 200 | $22K | No change |
| CMI Cummins Inc. | 0.01% | 30 | $21K | Reduce -33.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 150 | $21K | No change |
| SIRI Sirius XM Holdings Inc. | 0.01% | 678 | $20K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 175 | $20K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.01% | 10 | $20K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 275 | $20K | No change |
| MNSB Mainstreet Bancshares Inc. | 0.01% | 790 | $20K | No change |
| SHEL Shell PLC-ADR | 0.01% | 240 | $19K | No change |
| VLTO Veralto Corp. | 0.01% | 201 | $18K | No change |
| VPU Vanguard Utilities ETF | 0.01% | 90 | $18K | No change |
| KEYS Keysight Technologies Inc. | 0.01% | 50 | $18K | No change |
| AVY Avery Dennison Corp. | 0.01% | 106 | $17K | No change |
| BCO The Brink's Co. | 0.00% | 175 | $17K | No change |
| HOG Harley-Davidson Inc. | 0.00% | 660 | $16K | No change |
| VNT Vontier Corp. | 0.00% | 555 | $16K | Reduce -51.3% |
| SOXX iShares Semiconductor ETF | 0.00% | 25 | $16K | No change |
| SCHW Schwab (charles) Corp. | 0.00% | 173 | $16K | Add +86.0% |
| TTWO Take-Two Interactive Softwre | 0.00% | 59 | $15K | New |
| CGNX Cognex Corp. | 0.00% | 200 | $14K | No change |
| IGM iShares Expanded Tech Sector | 0.00% | 83 | $14K | No change |
| A Agilent Technologies Inc. | 0.00% | 100 | $13K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 90 | $13K | No change |
| BAB Invesco Taxable Municipal Bo | 0.00% | 490 | $13K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 493 | $13K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 130 | $13K | No change |
| XYL Xylem Inc. | 0.00% | 100 | $12K | Reduce -37.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 380 | $12K | No change |
| USAS Americas Gold and Silver Cor | 0.00% | 2,500 | $12K | No change |
| LH Labcorp Holdings Inc. | 0.00% | 42 | $12K | Add +110.0% |
| UBSI United Bankshares Inc. | 0.00% | 252 | $12K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 50 | $12K | No change |
| TSCO Tractor Supply Company | 0.00% | 350 | $11K | No change |
| CHH Choice Hotels Intl Inc. | 0.00% | 100 | $11K | No change |
| EXE Expand Energy Corp. | 0.00% | 120 | $11K | No change |
| IONQ Ionq Inc. | 0.00% | 200 | $11K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 62 | $10K | New |
| SPCX Space Exploration Techn Class A | 0.00% | 60 | $10K | New |
| WEN The Wendy's Co. | 0.00% | 1,233 | $10K | No change |
| CCEP Coca-Cola Europacific Partne | 0.00% | 100 | $10K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 100 | $10K | No change |
| HUM Humana Inc. | 0.00% | 25 | $10K | No change |
| JCI Johnson Controls Internation | 0.00% | 75 | $10K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 29 | $10K | No change |
| ADBE Adobe Inc. | 0.00% | 46 | $9K | No change |
| HEI.A Heico Corp. Class A | 0.00% | 35 | $9K | No change |
| MFC Manulife Financial Corp. | 0.00% | 218 | $9K | Reduce -33.3% |
| ELV Elevance Health Inc. | 0.00% | 22 | $9K | No change |
| GM General Motors Co. | 0.00% | 100 | $8K | No change |
| PYXS Pyxis Oncology Inc. | 0.00% | 2,500 | $7K | New |
| CRSP Crispr Therapeutics AG | 0.00% | 135 | $7K | No change |
| KNX Knight-Swift Transportation | 0.00% | 93 | $7K | No change |
| ZTS Zoetis Inc. | 0.00% | 95 | $7K | Reduce -38.7% |
| NVR NVR Inc. | 0.00% | 1 | $7K | New |
| INTU Intuit Inc. | 0.00% | 25 | $7K | No change |
| SVCO Silvaco Group Inc. | 0.00% | 470 | $6K | New |
| ACGL Arch Capital Group Ltd. | 0.00% | 66 | $6K | No change |
| GLW Corning Inc. | 0.00% | 25 | $6K | New |
| SYK Stryker Corp. | 0.00% | 20 | $6K | New |
| CRCL Circle Internet Group Inc. | 0.00% | 100 | $6K | No change |
| FTV Fortive Corp. | 0.00% | 100 | $6K | No change |
| BN Brookfield Corp. | 0.00% | 141 | $6K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 120 | $6K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 340 | $6K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 342 | $6K | New |
| ORI Old Republic Intl Corp. | 0.00% | 135 | $6K | New |
| RGTI Rigetti Computing Inc. | 0.00% | 295 | $6K | Add +195.0% |
| IBKR Interactive Brokers Gro Class A | 0.00% | 64 | $6K | No change |
| GIS General Mills Inc. | 0.00% | 160 | $6K | No change |
| MDT Medtronic PLC | 0.00% | 61 | $5K | New |
| SBUX Starbucks Corp. | 0.00% | 51 | $5K | New |
| NKE Nike Inc. Class B | 0.00% | 125 | $5K | No change |
| ASYS Amtech Systems Inc. | 0.00% | 220 | $5K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 105 | $5K | No change |
| ENB Enbridge Inc. | 0.00% | 88 | $5K | New |
| ON On Semiconductor | 0.00% | 50 | $5K | New |
| VMC Vulcan Materials Co. | 0.00% | 16 | $5K | No change |
| CPK Chesapeake Utilities Corp. | 0.00% | 38 | $5K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 173 | $5K | New |
| ORLY O'reilly Automotive Inc. | 0.00% | 47 | $4K | No change |
| DNP DNP Select Income Fund Inc. | 0.00% | 401 | $4K | No change |
| BIIB Biogen Inc. | 0.00% | 20 | $4K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 200 | $4K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 300 | $4K | No change |
| MARA Mara Holdings Inc. | 0.00% | 300 | $4K | No change |
| IOVA Iovance Biotherapeutics Inc. | 0.00% | 1,000 | $4K | No change |
| GOLF Acushnet Holdings Corp. | 0.00% | 35 | $4K | No change |
| QTUM Defiance Quantum ETF | 0.00% | 25 | $4K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.00% | 220 | $4K | No change |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 215 | $4K | No change |
| EPD Enterprise Products Partners | 0.00% | 100 | $4K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 58 | $4K | No change |
| USA Liberty All Star Equity Fund | 0.00% | 627 | $4K | No change |
| PGR Progressive Corp. | 0.00% | 16 | $3K | No change |
| GNW Genworth Financial Inc. | 0.00% | 365 | $3K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 100 | $3K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 70 | $3K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 43 | $3K | No change |
| CLH Clean Harbors Inc. | 0.00% | 10 | $3K | New |
| CPRT Copart Inc. | 0.00% | 103 | $3K | No change |
| CSGP Costar Group Inc. | 0.00% | 100 | $3K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 8 | $3K | Reduce -50.0% |
| TDG Transdigm Group Inc. | 0.00% | 2 | $3K | No change |
| CRWV Coreweave Inc. Class A | 0.00% | 25 | $2K | No change |
| ALCO Alico Inc. | 0.00% | 60 | $2K | No change |
| M Macy's Inc. | 0.00% | 100 | $2K | No change |
| LPLA LPL Financial Holdings Inc. | 0.00% | 8 | $2K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 20 | $2K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 25 | $2K | Reduce -66.7% |
| KD Kyndryl Holdings Inc. | 0.00% | 180 | $2K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 66 | $2K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 73 | $2K | No change |
| NTLA Intellia Therapeutics Inc. | 0.00% | 100 | $2K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 10 | $2K | New |
| ACHR Archer Aviation Inc. Class A | 0.00% | 180 | $851 | No change |
| GT Goodyear Tire & Rubber Co. | 0.00% | 105 | $693 | No change |
| HLN Haleon PLC-ADR | 0.00% | 70 | $653 | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 14 | $363 | New |
| LCID Lucid Group Inc. | 0.00% | 50 | $335 | No change |
| NLOP Net Lease Office Property | 0.00% | 27 | $301 | No change |
| CGC Canopy Growth Corp. | 0.00% | 33 | $31 | No change |