| TEM Tempus AI Inc. Class A | 14.66% | 6,761,507 | $399.3M | New |
| META Meta Platforms Inc. Class A | 7.92% | 326,715 | $215.7M | Reduce -19.1% |
| GOOGL Alphabet Inc. Class A | 5.79% | 504,131 | $157.8M | Reduce -9.0% |
| NVDA Nvidia Corp. | 5.23% | 763,656 | $142.4M | Reduce -20.3% |
| GOOG Alphabet Inc. Class C | 4.31% | 374,087 | $117.4M | Reduce -17.3% |
| AAPL Apple Inc. | 3.47% | 347,754 | $94.5M | Reduce -24.8% |
| MSFT Microsoft Corp. | 3.00% | 168,730 | $81.6M | Reduce -30.6% |
| CRM Salesforce Inc. | 2.71% | 278,483 | $73.8M | Reduce -4.7% |
| TEAM Atlassian Corp. Class A | 2.07% | 347,467 | $56.3M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 2.01% | 237,703 | $54.9M | Reduce -34.8% |
| TSLA Tesla Inc. | 1.77% | 107,000 | $48.1M | Add +147.9% |
| IOT Samsara Inc. Class A | 1.42% | 1,091,876 | $38.7M | Add +7.0% |
| VOO Vanguard S&P 500 ETF | 1.28% | 55,584 | $34.9M | Add +222.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.13% | 45,140 | $30.8M | Add +26.6% |
| AVGO Broadcom Inc. | 1.07% | 84,266 | $29.2M | Reduce -31.0% |
| IVV iShares Core S&P 500 ETF | 0.91% | 36,372 | $24.9M | Add +46.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.91% | 40,182 | $24.7M | Add +5.2% |
| GLD SPDR Gold Shares | 0.89% | 61,457 | $24.4M | Add +1.1% |
| LLY Eli Lilly & Co. | 0.78% | 19,645 | $21.1M | Reduce -25.3% |
| V Visa Inc. Class A | 0.76% | 58,920 | $20.7M | Reduce -28.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 40,020 | $20.1M | Reduce -33.5% |
| DASH DoorDash Inc. Class A | 0.68% | 81,673 | $18.5M | Reduce -7.7% |
| CRCL Circle Internet Group Inc. | 0.67% | 229,071 | $18.2M | New |
| ABNB Airbnb Inc. Class A | 0.64% | 128,439 | $17.4M | Reduce -79.0% |
| NOW ServiceNow Inc. | 0.60% | 105,849 | $16.2M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.59% | 50,107 | $16.1M | Reduce -33.9% |
| RGEF Rockefeller Global Eqty ETF | 0.46% | 406,769 | $12.5M | Add +12.9% |
| ANET Arista Networks Inc. | 0.44% | 90,486 | $11.9M | Reduce -5.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 76,896 | $11.8M | Reduce -12.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 23,670 | $11.5M | Reduce -4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 33,521 | $11.2M | Reduce -5.4% |
| UPST Upstart Holdings Inc. | 0.40% | 249,474 | $10.9M | Add +8.4% |
| COST Costco Wholesale Corp. | 0.38% | 11,919 | $10.3M | Reduce -30.6% |
| PH Parker Hannifin Corp. | 0.37% | 11,353 | $10.0M | Reduce -14.6% |
| ISRG Intuitive Surgical Inc. | 0.36% | 17,491 | $9.9M | Reduce -12.5% |
| IWB iShares Russell 1000 ETF | 0.36% | 26,218 | $9.8M | No change |
| ABBV Abbvie Inc. | 0.36% | 42,680 | $9.8M | Reduce -29.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 31,854 | $9.7M | Add +9.4% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 77,176 | $9.5M | Reduce -3.0% |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 16,334 | $9.5M | Reduce -17.2% |
| MA Mastercard Inc. Class A | 0.34% | 16,169 | $9.2M | Reduce -35.8% |
| HOOD Robinhood Markets Inc. Class A | 0.34% | 80,694 | $9.1M | Reduce -1.2% |
| RDDT Reddit Inc. Class A | 0.33% | 38,602 | $8.9M | Reduce -1.8% |
| WMT Walmart Inc. | 0.32% | 78,895 | $8.8M | Reduce -34.8% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 39,990 | $8.8M | Reduce -26.5% |
| NFLX Netflix Inc. | 0.32% | 92,381 | $8.7M | Reduce -33.2% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 125,075 | $8.3M | Reduce -0.8% |
| PWR Quanta Services Inc. | 0.30% | 19,296 | $8.1M | Add +1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 10 | $7.5M | Reduce -33.3% |
| CB Chubb Ltd. | 0.27% | 23,448 | $7.3M | Reduce -13.7% |
| ORCL Oracle Corp. | 0.27% | 37,465 | $7.3M | Reduce -47.5% |
| BKNG Booking Holdings Inc. | 0.27% | 1,357 | $7.3M | Reduce -22.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.26% | 167,889 | $7.2M | Add +22.1% |
| SHOP Shopify Inc. Class A | 0.26% | 44,331 | $7.1M | Reduce -4.9% |
| UNH Unitedhealth Group Inc. | 0.26% | 21,058 | $7.0M | Reduce -29.6% |
| EAGL Eagle Capital Select Eqty | 0.26% | 214,056 | $6.9M | Add +26.3% |
| PANW Palo Alto Networks Inc. | 0.25% | 36,621 | $6.7M | Reduce -17.1% |
| HD Home Depot Inc. | 0.24% | 19,284 | $6.6M | Reduce -40.8% |
| ICE Intercontinental Exchange Inc. | 0.24% | 40,913 | $6.6M | Reduce -14.2% |
| IWF iShares Russell 1000 Growth | 0.24% | 13,926 | $6.6M | Add +14.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 117,260 | $6.4M | Reduce -26.1% |
| INTU Intuit Inc. | 0.23% | 9,626 | $6.4M | Add +14.9% |
| CSCO Cisco Systems Inc. | 0.23% | 82,724 | $6.4M | Reduce -38.0% |
| MS Morgan Stanley | 0.23% | 35,774 | $6.4M | Reduce -28.9% |
| LRCX Lam Research Corp. | 0.23% | 36,220 | $6.2M | Reduce -32.5% |
| COF Capital One Financial Corp. | 0.23% | 25,451 | $6.2M | Reduce -21.3% |
| UBER Uber Technologies Inc. | 0.22% | 74,664 | $6.1M | Reduce -14.2% |
| SNPS Synopsys Inc. | 0.22% | 12,909 | $6.1M | Reduce -13.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 12,933 | $6.1M | Reduce -19.4% |
| TXN Texas Instruments Inc. | 0.22% | 33,786 | $5.9M | Reduce -37.6% |
| ETN Eaton Corp. PLC | 0.21% | 18,003 | $5.7M | Reduce -4.3% |
| SNOW Snowflake Inc. | 0.21% | 25,598 | $5.6M | Reduce -8.2% |
| CVX Chevron Corp. | 0.20% | 36,408 | $5.5M | Reduce -39.4% |
| ASAN Asana Inc. Class A | 0.20% | 402,100 | $5.5M | Reduce -0.6% |
| WFC Wells Fargo & Co. | 0.20% | 58,755 | $5.5M | Reduce -26.4% |
| PEP Pepsico Inc. | 0.20% | 38,032 | $5.5M | Reduce -38.8% |
| DFAC Dimensional US Core Equity 2 | 0.20% | 135,251 | $5.4M | Reduce -3.7% |
| XOM Exxon Mobil Corp. | 0.20% | 44,453 | $5.3M | Reduce -48.4% |
| MCK McKesson Corp. | 0.19% | 6,433 | $5.3M | Reduce -15.0% |
| ADI Analog Devices Inc. | 0.19% | 19,018 | $5.2M | Reduce -30.4% |
| JNJ Johnson & Johnson | 0.18% | 23,205 | $4.8M | Reduce -53.8% |
| CTAS Cintas Corp. | 0.17% | 24,742 | $4.7M | Reduce -12.2% |
| MRK Merck & Co. Inc. | 0.17% | 44,077 | $4.6M | Reduce -33.6% |
| SPOT Spotify Technology SA | 0.17% | 7,922 | $4.6M | Reduce -2.7% |
| ABT Abbott Laboratories | 0.17% | 36,583 | $4.6M | Reduce -45.1% |
| DHR Danaher Corp. | 0.16% | 19,521 | $4.5M | Reduce -22.1% |
| OPPE Wisdomtree European Opport | 0.16% | 86,774 | $4.5M | Reduce -3.9% |
| LIN Linde PLC | 0.16% | 10,220 | $4.4M | Reduce -40.9% |
| UNP Union Pacific Corp. | 0.16% | 18,533 | $4.3M | Reduce -27.2% |
| LIND Lindblad Expeditions Holding | 0.16% | 297,089 | $4.3M | Add +0.0% |
| AVUV Avantis US Small Cap Value | 0.16% | 41,767 | $4.3M | Add +2.3% |
| KKR KKR & Co. Inc. | 0.16% | 33,384 | $4.3M | Reduce -16.1% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 29,519 | $4.2M | Reduce -0.3% |
| CTVA Corteva Inc. | 0.15% | 61,879 | $4.1M | Reduce -9.5% |
| GS Goldman Sachs Group Inc. | 0.15% | 4,704 | $4.1M | Reduce -35.0% |
| RTX RTX Corp. | 0.15% | 22,406 | $4.1M | Reduce -41.8% |
| ADSK Autodesk Inc. | 0.15% | 13,773 | $4.1M | Reduce -25.2% |
| MDT Medtronic PLC | 0.15% | 42,426 | $4.1M | Reduce -28.9% |
| XYZ Block Inc. | 0.15% | 61,523 | $4.0M | Reduce -21.1% |
| IWM iShares Russell 2000 ETF | 0.15% | 16,194 | $4.0M | Add +29.1% |
| RSMC Rockefeller US Small-Mid Cap | 0.14% | 154,865 | $3.9M | Add +7.3% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 61,827 | $3.9M | Reduce -26.6% |
| DUOL Duolingo | 0.14% | 21,885 | $3.8M | Reduce -11.5% |
| BLK BlackRock Inc. | 0.14% | 3,579 | $3.8M | Reduce -27.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 65,446 | $3.8M | Add +35.2% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 18,602 | $3.6M | Reduce -28.5% |
| KO The Coca-Cola Co. | 0.13% | 50,073 | $3.5M | Reduce -39.5% |
| ILMN Illumina Inc. | 0.13% | 26,197 | $3.4M | Reduce -22.8% |
| MCD McDonald's Corp. | 0.13% | 11,142 | $3.4M | Reduce -36.1% |
| BCS Barclays PLC-Spons ADR | 0.12% | 132,068 | $3.4M | Add +45.8% |
| AXP American Express Co. | 0.12% | 9,031 | $3.3M | Reduce -24.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 17,320 | $3.3M | Add +0.4% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 34,675 | $3.3M | Add +7.3% |
| QCOM Qualcomm Inc. | 0.12% | 19,230 | $3.3M | Reduce -43.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.12% | 35,401 | $3.3M | Add +8.8% |
| SPGP Invesco S&P 500 Garp ETF | 0.12% | 28,163 | $3.2M | Reduce -13.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.12% | 42,665 | $3.2M | Reduce -8.9% |
| VT Vanguard Tot World STK ETF | 0.12% | 22,280 | $3.1M | Reduce -2.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 17,189 | $3.0M | Reduce -7.1% |
| EFA iShares MSCI Eafe ETF | 0.11% | 31,619 | $3.0M | Add +100.6% |
| MELI MercadoLibre Inc. | 0.11% | 1,500 | $3.0M | Reduce -1.6% |
| DGRO iShares Core Dividend Growth | 0.11% | 43,196 | $3.0M | Reduce -41.1% |
| LOW Lowe's Cos Inc. | 0.11% | 12,334 | $3.0M | Reduce -36.7% |
| AMD Advanced Micro Devices | 0.11% | 13,886 | $3.0M | Reduce -49.5% |
| TMUS T-Mobile US Inc. | 0.11% | 14,586 | $3.0M | Reduce -35.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 10,167 | $3.0M | Reduce -35.8% |
| HIMU iShares High Yild Muni A ETF | 0.11% | 60,287 | $2.9M | Add +9.1% |
| PGR Progressive Corp. | 0.11% | 12,729 | $2.9M | Reduce -33.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 25,477 | $2.9M | Reduce -40.5% |
| NEE Nextera Energy Inc. | 0.11% | 35,850 | $2.9M | Reduce -33.8% |
| AMH American Homes 4 Rent- A | 0.11% | 89,404 | $2.9M | Reduce -0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 16,097 | $2.9M | Reduce -59.4% |
| VGT Vanguard Info Tech ETF | 0.10% | 3,689 | $2.8M | Add +4.0% |
| SPGI S&P Global Inc. | 0.10% | 5,316 | $2.8M | Reduce -34.7% |
| TT Trane Technologies PLC | 0.10% | 7,088 | $2.8M | Reduce -28.3% |
| VUSB Vanguard Ultra Short Bond Et | 0.10% | 55,151 | $2.7M | Add +25.6% |
| RUN Sunrun Inc. | 0.10% | 149,140 | $2.7M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.10% | 19,025 | $2.7M | Reduce -57.7% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 48,972 | $2.6M | Reduce -25.7% |
| IGV iShares Expanded Tech-Softwa | 0.10% | 24,765 | $2.6M | Add +10.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.09% | 49,673 | $2.5M | Reduce -3.5% |
| PSX Phillips 66 | 0.09% | 19,307 | $2.5M | Reduce -18.2% |
| QUAL iShares MSCI USA Quality Fac | 0.09% | 12,272 | $2.4M | Reduce -1.9% |
| BA The Boeing Co. | 0.09% | 11,220 | $2.4M | Reduce -33.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 24,763 | $2.4M | Reduce -7.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.09% | 8,482 | $2.4M | Reduce -1.1% |
| SMH Vaneck Semiconductor ETF | 0.09% | 6,506 | $2.3M | Reduce -11.4% |
| MU Micron Technology Inc. | 0.09% | 8,204 | $2.3M | Reduce -61.4% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 7,584 | $2.3M | Reduce -55.5% |
| COIN Coinbase Global Inc. Class A | 0.08% | 10,066 | $2.3M | Reduce -21.3% |
| TLT iShares 20+ Year Treasury BD | 0.08% | 25,805 | $2.2M | Reduce -4.7% |
| AMAT Applied Materials Inc. | 0.08% | 8,716 | $2.2M | Reduce -53.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 2,093 | $2.2M | Reduce -6.3% |
| AMGN Amgen Inc. | 0.08% | 6,751 | $2.2M | Reduce -46.5% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 18,255 | $2.2M | Reduce -33.8% |
| USB US Bancorp | 0.08% | 40,883 | $2.2M | Reduce -28.5% |
| TEL Te Connectivity PLC | 0.08% | 9,519 | $2.2M | Reduce -51.4% |
| HON Honeywell International Inc. | 0.08% | 10,879 | $2.1M | Reduce -33.0% |
| GSY Invesco Ultra Short Duration | 0.08% | 42,125 | $2.1M | Add +140.0% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.08% | 90,597 | $2.1M | No change |
| APPS Digital Turbine Inc. | 0.07% | 406,139 | $2.0M | No change |
| ULTA Ulta Beauty Inc. | 0.07% | 3,303 | $2.0M | Reduce -37.2% |
| NOBL Proshares S&P 500 Dividend A | 0.07% | 18,916 | $2.0M | Reduce -0.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.07% | 115,830 | $1.9M | Add +3.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 20,118 | $1.9M | Reduce -1.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.07% | 6,202 | $1.9M | Add +3.6% |
| ROP Roper Technologies Inc. | 0.07% | 4,162 | $1.9M | Reduce -25.5% |
| SCHD Schwab US DVD Equity ETF | 0.07% | 67,251 | $1.8M | Reduce -5.3% |
| RBLX Roblox Corp. Class A | 0.07% | 22,577 | $1.8M | Reduce -10.2% |
| PGX Invesco Preferred ETF | 0.07% | 161,799 | $1.8M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 7,050 | $1.8M | Reduce -39.1% |
| CAT Caterpillar Inc. | 0.07% | 3,174 | $1.8M | Reduce -46.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 23,707 | $1.8M | Reduce -0.7% |
| IWV iShares Russell 3000 ETF | 0.06% | 4,548 | $1.8M | No change |
| VNQ Vanguard Real Estate ETF | 0.06% | 19,848 | $1.8M | Reduce -15.4% |
| ADBE Adobe Inc. | 0.06% | 4,992 | $1.7M | Reduce -65.8% |
| VTIP Vanguard Short-Term Tips | 0.06% | 34,898 | $1.7M | Reduce -33.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 12,998 | $1.7M | Reduce -8.2% |
| MINT PIMCO Enhanced Short Maturit | 0.06% | 16,880 | $1.7M | Reduce -2.0% |
| ACWI iShares MSCI Acwi ETF | 0.06% | 11,936 | $1.7M | No change |
| DHI D.R. Horton Inc. | 0.06% | 11,367 | $1.6M | Reduce -23.5% |
| INCY Incyte Corp. | 0.06% | 16,489 | $1.6M | New |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 28,152 | $1.6M | New |
| BABA Alibaba Group Holding-SP ADR | 0.06% | 10,962 | $1.6M | Add +13.3% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 29,756 | $1.6M | Reduce -53.3% |
| FTV Fortive Corp. | 0.06% | 28,561 | $1.6M | Reduce -3.7% |
| ICSH iShares Ultra Short Duration | 0.06% | 30,896 | $1.6M | New |
| USXF iShares ESG Advance MSCI USA | 0.06% | 27,053 | $1.6M | Add +161.1% |
| XLK SS Technology Select Sector | 0.06% | 10,398 | $1.5M | Reduce -17.8% |
| SAP Sap SE-Sponsored ADR | 0.05% | 6,111 | $1.5M | Add +12.1% |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 9,948 | $1.5M | Add +104.3% |
| SCHF Schwab Intl Equity ETF | 0.05% | 61,597 | $1.5M | Reduce -74.8% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 15,163 | $1.5M | New |
| ARCC Ares Capital Corp. | 0.05% | 72,128 | $1.5M | Add +6.7% |
| LEU Centrus Energy Corp. Class A | 0.05% | 6,005 | $1.5M | Add +0.1% |
| DDOG Datadog Inc. Class A | 0.05% | 10,580 | $1.4M | Reduce -34.5% |
| CUE Cue Biopharma Inc. | 0.05% | 4,631,644 | $1.4M | Add +35.0% |
| DAWN Day One Biopharmaceuticals I | 0.05% | 150,030 | $1.4M | Add +200.1% |
| MSI Motorola Solutions Inc. | 0.05% | 3,637 | $1.4M | Reduce -31.5% |
| DE Deere & Co. | 0.05% | 2,918 | $1.4M | Reduce -44.8% |
| CWS Advisorshares Equity Focused | 0.05% | 19,675 | $1.4M | Reduce -5.3% |
| C Citigroup Inc. | 0.05% | 11,390 | $1.3M | Reduce -67.9% |
| BIV Vanguard Intermediate-Term B | 0.05% | 16,863 | $1.3M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 25,533 | $1.3M | Add +26.0% |
| TWLO Twilio Inc. Class A | 0.05% | 9,048 | $1.3M | Reduce -25.1% |
| SCHW Schwab (charles) Corp. | 0.05% | 12,878 | $1.3M | Reduce -55.7% |
| AVDV Avantis Intl S/C Value ETF | 0.05% | 13,645 | $1.3M | No change |
| EFV iShares MSCI Eafe Value ETF | 0.05% | 17,883 | $1.3M | Reduce -0.1% |
| INTC Intel Corp. | 0.05% | 34,326 | $1.3M | Reduce -62.9% |
| OEF iShares S&P 100 ETF | 0.05% | 3,665 | $1.3M | Reduce -0.0% |
| KMI Kinder Morgan Inc. | 0.05% | 45,331 | $1.2M | Reduce -21.8% |
| BX Blackstone Inc. | 0.05% | 8,073 | $1.2M | Reduce -37.2% |
| SONY Sony Group Corp. - SP ADR | 0.05% | 48,179 | $1.2M | Add +7.9% |
| VERA Vera Therapeutics Inc. | 0.04% | 23,985 | $1.2M | Reduce -38.3% |
| CCL Carnival Corp. | 0.04% | 38,914 | $1.2M | Reduce -17.2% |
| ADP Automatic Data Processing | 0.04% | 4,607 | $1.2M | Reduce -58.8% |
| UAL United Airlines Holdings Inc. | 0.04% | 10,560 | $1.2M | Reduce -57.2% |
| VZ Verizon Communications Inc. | 0.04% | 28,956 | $1.2M | Reduce -55.6% |
| BP BP PLC-Spons ADR | 0.04% | 33,503 | $1.2M | Add +21.8% |
| CP Canadian Pacific Kansas City | 0.04% | 15,601 | $1.1M | Add +20.9% |
| PNC PNC Financial Services Group | 0.04% | 5,434 | $1.1M | Reduce -46.7% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.04% | 15,900 | $1.1M | Add +6.5% |
| ACN Accenture PLC Class A | 0.04% | 4,105 | $1.1M | Reduce -61.7% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.04% | 42,753 | $1.1M | Add +20.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.04% | 42,646 | $1.1M | Add +20.0% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.04% | 42,988 | $1.1M | Add +19.9% |
| IBMP iShares Ibonds Dec 2027 Term | 0.04% | 42,992 | $1.1M | Add +20.0% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.04% | 41,404 | $1.1M | Add +21.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.04% | 9,774 | $1.1M | Reduce -10.4% |
| APP AppLovin Corp. Class A | 0.04% | 1,589 | $1.1M | Reduce -42.8% |
| NSC Norfolk Southern Corp. | 0.04% | 3,679 | $1.1M | Reduce -50.1% |
| ALKS Alkermes PLC | 0.04% | 37,418 | $1.0M | Add +107.4% |
| CART Maplebear Inc. | 0.04% | 23,191 | $1.0M | Reduce -18.4% |
| APO Apollo Global Management Inc. | 0.04% | 7,092 | $1.0M | Reduce -37.8% |
| LMT Lockheed Martin Corp. | 0.04% | 2,096 | $1.0M | Reduce -46.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.04% | 23,304 | $1.0M | Reduce -1.0% |
| PCOR Procore Technologies Inc. | 0.04% | 13,643 | $992K | Add +14.6% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.04% | 12,390 | $975K | Add +54.6% |
| GEV GE Vernova Inc. | 0.04% | 1,487 | $972K | Reduce -66.0% |
| RELX Relx PLC - Spon ADR | 0.04% | 23,932 | $967K | Add +73.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 8,328 | $967K | Reduce -18.6% |
| PHG Koninklijke Philips NVR- NY | 0.03% | 35,038 | $949K | Add +20.4% |
| SCHG Schwab US Large-Cap Growth | 0.03% | 28,455 | $928K | Reduce -7.2% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 6,238 | $927K | No change |
| FAST Fastenal Co. | 0.03% | 22,608 | $907K | Reduce -50.4% |
| SBUX Starbucks Corp. | 0.03% | 10,613 | $894K | Reduce -47.8% |
| ECL Ecolab Inc. | 0.03% | 3,373 | $885K | Reduce -50.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 16,736 | $885K | Add +10.5% |
| PUK Prudential PLC-ADR | 0.03% | 28,300 | $881K | Add +6.3% |
| TRV The Travelers Cos Inc. | 0.03% | 3,021 | $876K | Reduce -40.8% |
| SO The Southern Co. | 0.03% | 10,004 | $872K | Reduce -64.2% |
| SNY Sanofi-ADR | 0.03% | 17,839 | $864K | Add +21.0% |
| DEO Diageo PLC-Sponsored ADR | 0.03% | 10,005 | $863K | Add +22.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.03% | 36,750 | $859K | Add +135.3% |
| EAGG iShares ESG Aware US Aggrega | 0.03% | 17,946 | $859K | Add +134.2% |
| IWD iShares Russell 1000 Value E | 0.03% | 4,036 | $849K | Reduce -2.4% |
| PM Philip Morris International | 0.03% | 5,292 | $849K | Reduce -77.0% |
| GM General Motors Co. | 0.03% | 10,425 | $848K | Reduce -49.7% |
| S Sentinelone Inc. Class A | 0.03% | 56,352 | $845K | Reduce -1.1% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.03% | 13,139 | $841K | Add +14.7% |
| ADM Archer-Daniels-Midland Co. | 0.03% | 14,611 | $840K | Add +13.8% |
| CVS CVS Health Corp. | 0.03% | 10,507 | $834K | Reduce -62.0% |
| IAU iShares Gold Trust | 0.03% | 10,176 | $826K | Reduce -5.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.03% | 16,156 | $819K | Reduce -6.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.03% | 7,564 | $807K | Add +14.1% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 10,224 | $806K | Add +18.4% |
| EMR Emerson Electric Co. | 0.03% | 6,065 | $805K | Reduce -58.2% |
| PGNY Progyny Inc. | 0.03% | 31,165 | $800K | Reduce -35.2% |
| B Barrick Mining Corp. | 0.03% | 18,101 | $788K | Add +19.2% |
| AVLV Avantis US Large Cap Value | 0.03% | 10,404 | $788K | No change |
| AMP Ameriprise Financial Inc. | 0.03% | 1,606 | $787K | Reduce -42.3% |
| DB Deutsche Bank AG-Registered | 0.03% | 20,391 | $786K | Add +7.6% |
| MCO Moody's Corp. | 0.03% | 1,529 | $781K | Reduce -53.9% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.03% | 49,190 | $780K | Reduce -17.1% |
| PAYX Paychex Inc. | 0.03% | 6,873 | $771K | Reduce -43.6% |
| GD General Dynamics Corp. | 0.03% | 2,284 | $769K | Reduce -67.3% |
| SYK Stryker Corp. | 0.03% | 2,167 | $762K | Reduce -62.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 2,561 | $759K | Reduce -76.7% |
| MDB Mongodb Inc. | 0.03% | 1,807 | $758K | Reduce -21.2% |
| VST Vistra Corp. | 0.03% | 4,661 | $752K | Reduce -58.7% |
| NCLO Nuveen Aa-BBB Clo ETF | 0.03% | 30,000 | $752K | New |
| TDG Transdigm Group Inc. | 0.03% | 561 | $746K | Reduce -52.9% |
| SMMD iShares Russell 2500 ETF | 0.03% | 9,928 | $744K | Reduce -13.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.03% | 2,958 | $743K | Reduce -4.9% |
| UPS United Parcel Service Class B | 0.03% | 7,443 | $738K | Reduce -34.9% |
| CLS Celestica Inc. | 0.03% | 2,486 | $735K | Add +29.1% |
| NOC Northrop Grumman Corp. | 0.03% | 1,280 | $730K | Reduce -50.0% |
| MNST Monster Beverage Corp. | 0.03% | 9,479 | $727K | Reduce -67.5% |
| MCHP Microchip Technology Inc. | 0.03% | 11,195 | $713K | Reduce -50.3% |
| ING ING Groep N.V.-Sponsored ADR | 0.03% | 25,348 | $710K | Reduce -2.1% |
| DBX Dropbox Inc. Class A | 0.03% | 25,268 | $702K | Reduce -30.9% |
| ALL Allstate Corp. | 0.03% | 3,370 | $701K | Reduce -50.7% |
| ZTS Zoetis Inc. | 0.03% | 5,571 | $701K | Reduce -53.3% |
| CARR Carrier Global Corp. | 0.03% | 13,205 | $698K | Reduce -30.6% |
| SHW The Sherwin-Williams Co. | 0.03% | 2,146 | $695K | Reduce -60.2% |
| UI Ubiquiti Inc. | 0.03% | 1,250 | $692K | Reduce -8.0% |
| WY Weyerhaeuser Co. | 0.03% | 28,720 | $680K | Reduce -32.1% |
| CSX CSX Corp. | 0.03% | 18,749 | $680K | Reduce -52.4% |
| VOD Vodafone Group PLC-SP ADR | 0.02% | 51,351 | $678K | Reduce -8.6% |
| SW Smurfit Westrock PLC | 0.02% | 17,526 | $678K | Add +6.3% |
| SHEL Shell PLC-ADR | 0.02% | 9,210 | $677K | Reduce -0.5% |
| LEN Lennar Corp. Class A | 0.02% | 6,543 | $673K | Reduce -33.4% |
| PML PIMCO Municipal Income FD II | 0.02% | 88,492 | $667K | Add +119.5% |
| BDYN iShares DYN Act ETF | 0.02% | 26,004 | $666K | Reduce -13.1% |
| OBDC Blue Owl Capital Corp. | 0.02% | 53,425 | $664K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.02% | 9,272 | $662K | No change |
| TECH Bio-Techne Corp. | 0.02% | 11,193 | $658K | Reduce -35.0% |
| NWPX NWPX Infrastructure Inc. | 0.02% | 10,530 | $658K | Add +31.6% |
| IBN Icici Bank Ltd.-Spon ADR | 0.02% | 21,959 | $654K | Add +16.9% |
| SE Sea Ltd.-ADR | 0.02% | 5,126 | $654K | Add +1.6% |
| NGG National Grid PLC-SP ADR | 0.02% | 8,427 | $652K | Add +5.1% |
| FXE Invesco Currencyshares Euro | 0.02% | 5,994 | $650K | No change |
| MLM Martin Marietta Materials | 0.02% | 1,037 | $646K | Reduce -38.8% |
| MAGS Roundhill Magnificent Seven | 0.02% | 9,718 | $641K | Reduce -4.2% |
| IDXX Idexx Laboratories Inc. | 0.02% | 935 | $633K | Reduce -59.2% |
| WM Waste Management Inc. | 0.02% | 2,874 | $631K | Reduce -55.7% |
| CMF iShares California Muni Bond | 0.02% | 10,979 | $631K | Reduce -52.6% |
| DOV Dover Corp. | 0.02% | 3,226 | $630K | Reduce -24.5% |
| CMI Cummins Inc. | 0.02% | 1,232 | $629K | Reduce -68.3% |
| NUE Nucor Corp. | 0.02% | 3,842 | $627K | Reduce -27.7% |
| AEP American Electric Power | 0.02% | 5,414 | $624K | Reduce -58.3% |
| BSX Boston Scientific Corp. | 0.02% | 6,530 | $623K | Reduce -74.5% |
| ARES Ares Management Corp. Class A | 0.02% | 3,849 | $622K | Add +139.5% |
| NAN Nuveen NY QLTY Muni Inc. | 0.02% | 55,058 | $620K | New |
| NDAQ Nasdaq Inc. | 0.02% | 6,315 | $613K | Reduce -34.9% |
| TTE Totalenergies SE | 0.02% | 9,296 | $608K | Reduce -23.2% |
| ORLY O'reilly Automotive Inc. | 0.02% | 6,613 | $603K | Reduce -60.8% |
| CEG Constellation Energy | 0.02% | 1,697 | $599K | Reduce -70.4% |
| MOG.A Moog Inc. Class A | 0.02% | 2,441 | $595K | Reduce -18.9% |
| WDC Western Digital Corp. | 0.02% | 3,437 | $592K | Reduce -72.0% |
| DFIV Dimensional International Va | 0.02% | 11,808 | $589K | No change |
| BTI British American Tob-SP ADR | 0.02% | 10,366 | $587K | Add +10.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.02% | 2,267 | $587K | Reduce -55.3% |
| CINF Cincinnati Financial Corp. | 0.02% | 3,546 | $579K | Reduce -33.6% |
| RGA Reinsurance Group of America | 0.02% | 2,825 | $575K | Reduce -12.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.02% | 13,064 | $574K | Add +130.8% |
| GILD Gilead Sciences Inc. | 0.02% | 4,627 | $568K | Reduce -78.3% |
| VRT Vertiv Holdings Co. Class A | 0.02% | 3,448 | $559K | Reduce -37.7% |
| STLD Steel Dynamics Inc. | 0.02% | 3,278 | $555K | Reduce -30.4% |
| IGEB iShares Investment Grade SYS | 0.02% | 12,154 | $555K | Add +3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 1,222 | $554K | Reduce -63.3% |
| DXYZ Destiny TECH100 Inc. | 0.02% | 18,000 | $551K | Reduce -35.7% |
| DOCU Docusign Inc. | 0.02% | 8,028 | $549K | Reduce -65.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 2,712 | $546K | Reduce -42.1% |
| ESAB Esab Corp. | 0.02% | 4,889 | $546K | Reduce -4.2% |
| RNG Ringcentral Inc. Class A | 0.02% | 18,846 | $544K | Reduce -27.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 10,697 | $538K | Add +39.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.02% | 11,354 | $528K | Add +0.3% |
| TDY Teledyne Technologies Inc. | 0.02% | 1,031 | $527K | Reduce -30.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 5,867 | $525K | Reduce -41.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.02% | 5,822 | $524K | New |
| CTSH Cognizant Tech Solutions-A | 0.02% | 6,274 | $521K | Reduce -52.6% |
| ATO Atmos Energy Corp. | 0.02% | 3,101 | $520K | Reduce -46.4% |
| IR Ingersoll-Rand Inc. | 0.02% | 6,553 | $519K | Reduce -30.5% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 3,715 | $512K | Reduce -25.0% |
| XLF SS Financial Select Sector | 0.02% | 9,351 | $512K | Reduce -23.6% |
| AWK American Water Works Co. Inc. | 0.02% | 3,884 | $507K | Reduce -41.3% |
| AIG American International Group | 0.02% | 5,876 | $503K | Reduce -57.0% |
| AVDE Avantis International Equity | 0.02% | 6,061 | $499K | Add +70.7% |
| CAH Cardinal Health Inc. | 0.02% | 2,391 | $491K | Reduce -34.9% |
| APH Amphenol Corp. Class A | 0.02% | 3,611 | $488K | Reduce -83.5% |
| ALAB Astera Labs Inc. | 0.02% | 2,926 | $487K | Reduce -4.8% |
| HSY The Hershey Co. | 0.02% | 2,657 | $484K | Reduce -37.0% |
| BLV Vanguard Long-Term Bond ETF | 0.02% | 6,941 | $483K | New |
| SUB iShares Short-Term National | 0.02% | 4,507 | $481K | No change |
| NTRA Natera Inc. | 0.02% | 2,092 | $479K | Reduce -2.5% |
| AME Ametek Inc. | 0.02% | 2,319 | $476K | Reduce -65.5% |
| HDV iShares Core High Dividend E | 0.02% | 3,911 | $476K | No change |
| TSLX Sixth Street Specialty Lendi | 0.02% | 21,870 | $475K | Add +56.2% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.02% | 40,689 | $473K | Reduce -11.4% |
| RY Royal Bank of Canada | 0.02% | 2,759 | $470K | New |
| HUBS HubSpot Inc. | 0.02% | 1,166 | $468K | Reduce -29.3% |
| T AT&T Inc. | 0.02% | 18,597 | $462K | Reduce -80.0% |
| HCA HCA Healthcare Inc. | 0.02% | 989 | $462K | Reduce -76.2% |
| NWG Natwest Group PLC -Spon ADR | 0.02% | 26,313 | $460K | Add +27.9% |
| PFE Pfizer Inc. | 0.02% | 18,456 | $460K | Reduce -72.5% |
| APD Air Products & Chemicals Inc. | 0.02% | 1,859 | $459K | Reduce -49.8% |
| PPL PPL Corp. | 0.02% | 13,000 | $455K | Reduce -31.6% |
| WMB Williams Cos Inc. | 0.02% | 7,553 | $454K | Reduce -72.1% |
| MT Arcelormittal-NY Registered | 0.02% | 9,773 | $445K | Reduce -5.2% |
| EOG EOG Resources Inc. | 0.02% | 4,226 | $444K | Reduce -47.5% |
| NAD Nuveen Quality Municipal Inc. | 0.02% | 36,814 | $443K | Reduce -26.9% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 1,497 | $439K | Reduce -52.5% |
| SCHB Schwab US Broad Market ETF | 0.02% | 16,740 | $439K | New |
| RAL Ralliant Corp. | 0.02% | 8,623 | $439K | Reduce -25.6% |
| XYL Xylem Inc. | 0.02% | 3,217 | $438K | Reduce -53.1% |
| MAR Marriott International Class A | 0.02% | 1,408 | $437K | Reduce -65.6% |
| RF Regions Financial Corp. | 0.02% | 16,081 | $436K | Reduce -54.5% |
| USIG iShares Broad Usd Investment | 0.02% | 8,208 | $425K | Reduce -41.3% |
| UBS UBS Group AG-Reg | 0.02% | 9,117 | $422K | Add +19.9% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 7,799 | $421K | Reduce -92.7% |
| XEL Xcel Energy Inc. | 0.02% | 5,642 | $417K | Reduce -53.9% |
| VEEV Veeva Systems Inc. Class A | 0.02% | 1,863 | $416K | Reduce -50.4% |
| NKE Nike Inc. Class B | 0.02% | 6,484 | $413K | Reduce -60.9% |
| VTRS Viatris Inc. | 0.02% | 33,035 | $411K | Reduce -21.6% |
| AVEM Avantis Emerging Markets Eq | 0.01% | 5,302 | $408K | No change |
| BOX Box Inc. Class A | 0.01% | 13,640 | $408K | Add +0.2% |
| QS Quantumscape Corp. | 0.01% | 39,019 | $407K | Reduce -40.5% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 10,963 | $406K | Reduce -68.5% |
| MPC Marathon Petroleum Corp. | 0.01% | 2,479 | $403K | Reduce -50.1% |
| AFRM Affirm Holdings Inc. | 0.01% | 5,416 | $403K | Reduce -63.0% |
| COP Conocophillips | 0.01% | 4,292 | $402K | Reduce -74.9% |
| DUK Duke Energy Corp. | 0.01% | 3,400 | $399K | Reduce -75.6% |
| RSG Republic Services Inc. | 0.01% | 1,854 | $393K | Reduce -58.2% |
| DELL Dell Technologies -C | 0.01% | 3,093 | $389K | Reduce -80.4% |
| MSA Msa Safety Inc. | 0.01% | 2,430 | $389K | Reduce -19.2% |
| CZR Caesars Entertainment Inc. | 0.01% | 16,559 | $387K | Reduce -1.0% |
| ELV Elevance Health Inc. | 0.01% | 1,104 | $387K | Reduce -62.8% |
| TFC Truist Financial Corp. | 0.01% | 7,853 | $386K | Reduce -69.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 6,753 | $384K | No change |
| SHG Shinhan Financial Group-ADR | 0.01% | 7,149 | $383K | Add +37.9% |
| BND Vanguard Total Bond Market | 0.01% | 5,141 | $381K | No change |
| ALLE Allegion PLC | 0.01% | 2,358 | $375K | Reduce -16.1% |
| AOS Smith (a.o.) Corp. | 0.01% | 5,599 | $374K | Reduce -44.0% |
| PYPL PayPal Holdings Inc. | 0.01% | 6,403 | $374K | Reduce -61.2% |
| NPK National Presto Inds Inc. | 0.01% | 3,483 | $372K | Add +39.3% |
| MMYT Makemytrip Ltd. | 0.01% | 4,523 | $371K | Add +21.0% |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 2,710 | $371K | Add +43.4% |
| FLGV Franklin U.S. Treasury Bond | 0.01% | 18,066 | $371K | New |
| GLW Corning Inc. | 0.01% | 4,205 | $368K | Reduce -76.5% |
| DXCM Dexcom Inc. | 0.01% | 5,522 | $366K | Reduce -31.2% |
| GRAL Grail Inc. | 0.01% | 4,258 | $364K | Reduce -12.5% |
| MMM 3M Co. | 0.01% | 2,246 | $360K | Reduce -68.9% |
| PCAR Paccar Inc. | 0.01% | 3,283 | $360K | Reduce -63.5% |
| CDNS Cadence Design SYS Inc. | 0.01% | 1,148 | $359K | Reduce -75.0% |
| FLCB Franklin U.S. Core Bond ETF | 0.01% | 16,527 | $357K | New |
| OTF Blue Owl Technology Finance | 0.01% | 24,533 | $357K | New |
| TGT Target Corp. | 0.01% | 3,555 | $348K | Reduce -55.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 7,854 | $347K | Reduce -13.7% |
| KLAC KLA Corp. | 0.01% | 284 | $345K | Reduce -88.8% |
| MDY State Street SPDR S&P Midcap | 0.01% | 570 | $344K | Reduce -41.2% |
| SNN Smith & Nephew PLC -Spon ADR | 0.01% | 10,466 | $343K | Reduce -0.6% |
| VCLT Vanguard Long-Term Corp. Bond | 0.01% | 4,480 | $340K | Reduce -10.2% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.01% | 6,725 | $339K | Add +1.3% |
| TMDX Transmedics Group Inc. | 0.01% | 2,771 | $337K | Reduce -27.0% |
| EA Electronic Arts Inc. | 0.01% | 1,638 | $335K | Reduce -69.1% |
| EBAY eBay Inc. | 0.01% | 3,818 | $333K | Reduce -64.3% |
| IWO iShares Russell 2000 Growth | 0.01% | 1,025 | $331K | Reduce -24.8% |
| AON Aon PLC Class A | 0.01% | 932 | $329K | Reduce -65.3% |
| AER Aercap Holdings NV | 0.01% | 2,285 | $328K | Reduce -32.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 4,108 | $328K | Add +0.8% |
| CI The Cigna Group | 0.01% | 1,186 | $326K | Reduce -69.2% |
| STZ Constellation Brands Inc. Class A | 0.01% | 2,289 | $316K | Add +44.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 2,408 | $310K | New |
| J Jacobs Solutions Inc. | 0.01% | 2,323 | $308K | Reduce -30.7% |
| XLV SS Health Care Select Sector | 0.01% | 1,985 | $307K | Add +14.3% |
| IEMG iShares Core MSCI Emerging | 0.01% | 4,533 | $305K | Reduce -93.5% |
| RPM RPM International Inc. | 0.01% | 2,901 | $302K | Reduce -23.3% |
| AES AES Corp. | 0.01% | 20,867 | $299K | Reduce -2.7% |
| OKLO Oklo Inc. | 0.01% | 4,164 | $299K | Add +1.0% |
| OWL Blue Owl Capital Inc. | 0.01% | 19,814 | $296K | Reduce -1.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 2,097 | $296K | Reduce -48.8% |
| LQDH iShares Int Hedg Corp. BD ETF | 0.01% | 3,160 | $295K | Add +3.9% |
| U Unity Software Inc. | 0.01% | 6,661 | $294K | Reduce -10.8% |
| OPEN Opendoor Technologies Inc. | 0.01% | 50,361 | $294K | Reduce -5.7% |
| FIS Fidelity National Info Serv | 0.01% | 4,417 | $294K | Reduce -36.6% |
| FLR Fluor Corp. | 0.01% | 7,330 | $290K | Add +46.6% |
| WDAY Workday Inc. Class A | 0.01% | 1,352 | $290K | Reduce -66.0% |
| REGN Regeneron Pharmaceuticals | 0.01% | 376 | $290K | Reduce -65.6% |
| AZO AutoZone Inc. | 0.01% | 84 | $285K | Reduce -67.1% |
| VLO Valero Energy Corp. | 0.01% | 1,741 | $283K | Reduce -68.7% |
| HWM Howmet Aerospace Inc. | 0.01% | 1,370 | $281K | Reduce -81.2% |
| ALC Alcon Inc. filed as ALCON AG | 0.01% | 3,554 | $280K | Add +0.8% |
| BDX Becton Dickinson and Co. | 0.01% | 1,427 | $277K | Reduce -62.8% |
| WTW Willis Towers Watson PLC | 0.01% | 835 | $274K | Reduce -56.0% |
| WIX Wix.com Ltd. | 0.01% | 2,639 | $274K | Reduce -1.8% |
| NEM Newmont Corp. | 0.01% | 2,736 | $273K | Reduce -81.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 566 | $272K | No change |
| XLI SS Industrial Select Sector | 0.01% | 1,753 | $272K | Reduce -10.0% |
| ESP Espey MFG & Electronics Corp. | 0.01% | 5,670 | $267K | New |
| IEF iShares 7-10 Year Treasury B | 0.01% | 2,767 | $266K | Add +4.3% |
| CTRA Coterra Energy Inc. | 0.01% | 10,048 | $264K | Reduce -24.1% |
| PATH Uipath Inc. Class A | 0.01% | 16,108 | $264K | Reduce -71.3% |
| TFLO iShares Treasury Floating Ra | 0.01% | 5,163 | $261K | Add +1.4% |
| SCHV Schwab US Large-Cap Value | 0.01% | 8,675 | $257K | Add +10.8% |
| CFR Cullen/Frost Bankers Inc. | 0.01% | 2,028 | $257K | Reduce -0.9% |
| RBRK Rubrik Inc. Class A | 0.01% | 3,349 | $256K | No change |
| AFL Aflac Inc. | 0.01% | 2,308 | $255K | Reduce -84.0% |
| GPC Genuine Parts Co. | 0.01% | 2,057 | $253K | Reduce -23.2% |
| COUR Coursera Inc. | 0.01% | 34,320 | $253K | Reduce -21.3% |
| FDX FedEx Corp. | 0.01% | 872 | $252K | Reduce -74.2% |
| OSK Oshkosh Corp. | 0.01% | 1,992 | $250K | Reduce -19.0% |
| PHM Pultegroup Inc. | 0.01% | 2,129 | $250K | Reduce -78.1% |
| CME Cme Group Inc. | 0.01% | 910 | $249K | Reduce -78.5% |
| CHRW C.H. Robinson Worldwide Inc. | 0.01% | 1,529 | $246K | Reduce -38.9% |
| RACE Ferrari NV | 0.01% | 662 | $245K | Reduce -19.1% |
| GXO Gxo Logistics Inc. | 0.01% | 4,630 | $244K | Reduce -28.8% |
| MRVL Marvell Technology Inc. | 0.01% | 2,859 | $243K | Reduce -46.0% |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 1,436 | $241K | Reduce -52.2% |
| MRSH Marsh & McLennan Cos | 0.01% | 1,281 | $238K | Reduce -79.2% |
| BYD Boyd Gaming Corp. | 0.01% | 2,771 | $236K | Reduce -74.9% |
| KR Kroger Co. | 0.01% | 3,770 | $236K | Reduce -71.9% |
| URI United Rentals Inc. | 0.01% | 291 | $236K | Reduce -67.1% |
| XLY SS Consumer Disc Select Sect | 0.01% | 1,962 | $234K | Reduce -26.2% |
| CMCSA Comcast Corp. Class A | 0.01% | 7,799 | $233K | Reduce -87.0% |
| MET Metlife Inc. | 0.01% | 2,932 | $231K | Reduce -65.9% |
| GTLB Gitlab Inc. Class A | 0.01% | 6,153 | $231K | Reduce -67.6% |
| VVR Invesco Senior Income Trust | 0.01% | 69,684 | $228K | New |
| CL Colgate-Palmolive Co. | 0.01% | 2,860 | $226K | Reduce -72.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 2,044 | $225K | Reduce -0.4% |
| FLEX Flex Ltd. | 0.01% | 3,705 | $224K | No change |
| SAFT Safety Insurance Group Inc. | 0.01% | 2,847 | $222K | No change |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.01% | 4,304 | $217K | No change |
| GL Globe Life Inc. | 0.01% | 1,549 | $217K | Reduce -41.0% |
| EEM iShares MSCI Emerging Market | 0.01% | 3,942 | $216K | New |
| IEUR iShares Core MSCI Europe ETF | 0.01% | 2,982 | $212K | Reduce -21.6% |
| SSYS Stratasys Ltd. | 0.01% | 24,300 | $211K | Add +21.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.01% | 5,393 | $207K | Reduce -59.6% |
| CYBR Cyberark Software Ltd./Israel | 0.01% | 464 | $207K | Reduce -24.9% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.01% | 1,690 | $205K | Reduce -0.8% |
| TSCO Tractor Supply Company | 0.01% | 4,082 | $204K | Reduce -53.1% |
| NGVT Ingevity Corp. | 0.01% | 3,446 | $204K | Reduce -24.1% |
| EXC Exelon Corp. | 0.01% | 4,661 | $203K | Reduce -78.2% |
| HOLX Hologic Inc. | 0.01% | 2,721 | $203K | Reduce -68.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 725 | $202K | Reduce -75.8% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.01% | 10,363 | $200K | Reduce -28.4% |
| TDOC Teladoc Health Inc. | 0.01% | 26,484 | $185K | Reduce -5.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 12,262 | $161K | Reduce -79.5% |
| CNH CNH Industrial NV | 0.01% | 15,569 | $144K | Add +21.4% |
| CTOS Custom Truck One Source Inc. | 0.01% | 24,360 | $140K | Add +62.4% |
| XEADX Allspring Income Opport | 0.00% | 18,819 | $128K | New |
| SAN Banco Santander SA-Spon ADR | 0.00% | 10,299 | $121K | Reduce -40.9% |
| NXDR Nextdoor Holdings Inc. | 0.00% | 26,968 | $57K | New |
| HAFN Hafnia Ltd. | 0.00% | 10,000 | $53K | New |
| LCTX Lineage Cell Therapeutics Inc. | 0.00% | 18,714 | $31K | No change |
| BYND Beyond Meat Inc. | 0.00% | 13,915 | $11K | No change |