| TEM Tempus AI Inc. Class A | 12.37% | 6,611,211 | $299.0M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 8.50% | 359,025 | $205.4M | Add +9.9% |
| GOOGL Alphabet Inc. Class A | 6.10% | 512,353 | $147.3M | Add +1.6% |
| NVDA Nvidia Corp. | 5.52% | 764,509 | $133.3M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 4.39% | 369,728 | $106.1M | Reduce -1.2% |
| AAPL Apple Inc. | 3.73% | 355,283 | $90.2M | Add +2.2% |
| MSFT Microsoft Corp. | 2.69% | 175,592 | $65.0M | Add +4.1% |
| CRM Salesforce Inc. | 2.18% | 281,677 | $52.6M | Add +1.1% |
| AMZN Amazon.com Inc. | 2.14% | 248,043 | $51.7M | Add +4.3% |
| TSLA Tesla Inc. | 1.70% | 110,410 | $41.0M | Add +3.2% |
| IVV iShares Core S&P 500 ETF | 1.59% | 58,936 | $38.5M | Add +62.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.38% | 51,382 | $33.4M | Add +13.8% |
| PRCH Porch Group Inc. | 1.21% | 4,076,745 | $29.2M | New |
| AVGO Broadcom Inc. | 1.16% | 90,194 | $27.9M | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.15% | 47,935 | $27.7M | Add +19.3% |
| IOT Samsara Inc. Class A | 1.05% | 799,203 | $25.3M | Reduce -26.8% |
| TEAM Atlassian Corp. Class A | 0.94% | 333,712 | $22.8M | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.82% | 46,130 | $19.8M | Reduce -24.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 39,279 | $18.8M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.76% | 19,837 | $18.2M | Add +1.0% |
| V Visa Inc. Class A | 0.73% | 58,066 | $17.5M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.63% | 51,740 | $15.2M | Add +3.3% |
| VOO Vanguard S&P 500 ETF | 0.61% | 24,525 | $14.7M | Reduce -55.9% |
| ANET Arista Networks Inc. | 0.59% | 115,193 | $14.1M | Add +27.3% |
| RGEF Rockefeller Global Eqty ETF | 0.51% | 406,769 | $12.2M | No change |
| COST Costco Wholesale Corp. | 0.50% | 12,063 | $12.0M | Add +1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 35,269 | $11.9M | Add +10.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.48% | 73,116 | $11.7M | Reduce -4.9% |
| NOW ServiceNow Inc. | 0.48% | 111,620 | $11.7M | Add +5.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 34,463 | $11.1M | Add +2.8% |
| PWR Quanta Services Inc. | 0.46% | 20,062 | $11.0M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 24,308 | $10.6M | Add +2.7% |
| WMT Walmart Inc. | 0.43% | 83,521 | $10.4M | Add +5.9% |
| PH Parker Hannifin Corp. | 0.39% | 10,638 | $9.5M | Reduce -6.3% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 43,966 | $9.5M | Add +9.9% |
| NFLX Netflix Inc. | 0.38% | 95,628 | $9.2M | Add +3.5% |
| UPST Upstart Holdings Inc. | 0.37% | 344,646 | $8.8M | Add +38.1% |
| DASH DoorDash Inc. Class A | 0.37% | 58,839 | $8.8M | Reduce -28.0% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 77,313 | $8.7M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 12 | $8.6M | Add +20.0% |
| ABBV Abbvie Inc. | 0.36% | 39,501 | $8.6M | Reduce -7.5% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 125,283 | $8.5M | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.35% | 23,643 | $8.4M | Reduce -9.8% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 16,907 | $8.3M | Add +3.5% |
| IWF iShares Russell 1000 Growth | 0.33% | 18,614 | $7.9M | Add +33.7% |
| MA Mastercard Inc. Class A | 0.32% | 15,626 | $7.8M | Reduce -3.4% |
| ISRG Intuitive Surgical Inc. | 0.32% | 16,786 | $7.7M | Reduce -4.0% |
| EAGL Eagle Capital Select Eqty | 0.31% | 249,622 | $7.6M | Add +16.6% |
| CB Chubb Ltd. | 0.31% | 22,852 | $7.4M | Reduce -2.5% |
| LRCX Lam Research Corp. | 0.31% | 34,807 | $7.4M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.31% | 43,507 | $7.4M | Reduce -2.1% |
| CVX Chevron Corp. | 0.30% | 34,564 | $7.2M | Reduce -5.1% |
| ETN Eaton Corp. PLC | 0.29% | 19,580 | $7.0M | Add +8.8% |
| CSCO Cisco Systems Inc. | 0.28% | 87,010 | $6.8M | Add +5.2% |
| UBER Uber Technologies Inc. | 0.28% | 93,519 | $6.7M | Add +25.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 137,644 | $6.7M | Add +17.4% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 98,844 | $6.3M | Add +59.9% |
| PANW Palo Alto Networks Inc. | 0.26% | 39,393 | $6.3M | Add +7.6% |
| TXN Texas Instruments Inc. | 0.26% | 32,419 | $6.3M | Reduce -4.0% |
| HD Home Depot Inc. | 0.26% | 19,090 | $6.3M | Reduce -1.0% |
| ICE Intercontinental Exchange Inc. | 0.26% | 39,343 | $6.2M | Reduce -3.8% |
| ADI Analog Devices Inc. | 0.25% | 18,702 | $5.9M | Reduce -1.7% |
| MS Morgan Stanley | 0.25% | 35,982 | $5.9M | Add +0.6% |
| DGRO iShares Core Dividend Growth | 0.24% | 83,691 | $5.9M | Add +93.8% |
| CRCL Circle Internet Group Inc. | 0.24% | 61,091 | $5.8M | Reduce -73.3% |
| PEP Pepsico Inc. | 0.24% | 37,312 | $5.8M | Reduce -1.9% |
| ORCL Oracle Corp. | 0.24% | 39,092 | $5.8M | Add +4.3% |
| HOOD Robinhood Markets Inc. Class A | 0.24% | 82,190 | $5.7M | Add +1.9% |
| MCK McKesson Corp. | 0.23% | 6,369 | $5.5M | Reduce -1.0% |
| BKNG Booking Holdings Inc. | 0.22% | 1,290 | $5.4M | Reduce -4.9% |
| UNH Unitedhealth Group Inc. | 0.22% | 19,508 | $5.3M | Reduce -7.4% |
| JNJ Johnson & Johnson | 0.22% | 21,594 | $5.3M | Reduce -6.9% |
| LIND Lindblad Expeditions Holding | 0.21% | 297,079 | $5.1M | Reduce 0.0% |
| SNPS Synopsys Inc. | 0.21% | 12,800 | $5.1M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.21% | 41,537 | $5.0M | Reduce -5.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 12,761 | $5.0M | Reduce -1.3% |
| INTU Intuit Inc. | 0.20% | 11,391 | $4.9M | Add +18.3% |
| CTVA Corteva Inc. | 0.20% | 58,274 | $4.9M | Reduce -5.8% |
| AVUV Avantis US Small Cap Value | 0.20% | 43,671 | $4.8M | Add +4.6% |
| LIN Linde PLC | 0.20% | 9,673 | $4.8M | Reduce -5.3% |
| OPPE Wisdomtree European Opport | 0.19% | 85,851 | $4.6M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 0.19% | 65,440 | $4.6M | Add +1343.6% |
| WFC Wells Fargo & Co. | 0.19% | 56,241 | $4.5M | Reduce -4.3% |
| COF Capital One Financial Corp. | 0.18% | 24,462 | $4.5M | Reduce -3.9% |
| VYM Vanguard High DVD Yield ETF | 0.18% | 30,022 | $4.4M | Add +1.7% |
| RDDT Reddit Inc. Class A | 0.18% | 32,102 | $4.3M | Reduce -16.8% |
| RTX RTX Corp. | 0.18% | 22,332 | $4.3M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.18% | 17,581 | $4.3M | Reduce -5.1% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 21,546 | $4.1M | Add +15.8% |
| CTAS Cintas Corp. | 0.17% | 24,375 | $4.1M | Reduce -1.5% |
| IWM iShares Russell 2000 ETF | 0.17% | 16,421 | $4.1M | Add +1.4% |
| AZN Astrazeneca PLC | 0.17% | 20,528 | $4.0M | Add +16.0% |
| GS Goldman Sachs Group Inc. | 0.16% | 4,654 | $3.9M | Reduce -1.1% |
| SNOW Snowflake Inc. | 0.16% | 25,777 | $3.9M | Add +0.7% |
| RSMC Rockefeller US Small-Mid Cap | 0.16% | 154,865 | $3.8M | No change |
| SHOP Shopify Inc. Class A | 0.16% | 32,015 | $3.8M | Reduce -27.8% |
| MDT Medtronic PLC | 0.15% | 42,988 | $3.7M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 18,836 | $3.7M | Add +8.8% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 68,056 | $3.7M | Add +39.0% |
| SPOT Spotify Technology SA | 0.14% | 7,226 | $3.5M | Reduce -8.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.14% | 2,634 | $3.5M | Add +25.9% |
| BCS Barclays PLC-Spons ADR | 0.14% | 163,962 | $3.5M | Add +24.1% |
| DHR Danaher Corp. | 0.14% | 18,290 | $3.5M | Reduce -6.3% |
| AMAT Applied Materials Inc. | 0.14% | 10,098 | $3.5M | Add +15.9% |
| KO The Coca-Cola Co. | 0.14% | 45,347 | $3.4M | Reduce -9.4% |
| BLK BlackRock Inc. | 0.14% | 3,570 | $3.4M | Reduce -0.3% |
| MU Micron Technology Inc. | 0.14% | 10,134 | $3.4M | Add +23.5% |
| PSX Phillips 66 | 0.14% | 18,481 | $3.4M | Reduce -4.3% |
| AMD Advanced Micro Devices | 0.14% | 16,212 | $3.3M | Add +16.8% |
| MCD McDonald's Corp. | 0.14% | 10,535 | $3.3M | Reduce -5.5% |
| ILMN Illumina Inc. | 0.14% | 26,493 | $3.3M | Add +1.1% |
| ESGD iShares Trust iShares ESG Aw | 0.14% | 34,138 | $3.3M | Reduce -1.6% |
| VT Vanguard Tot World STK ETF | 0.14% | 23,574 | $3.3M | Add +5.8% |
| ABT Abbott Laboratories | 0.13% | 31,341 | $3.2M | Reduce -14.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.13% | 42,757 | $3.2M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 11,145 | $3.2M | Add +9.6% |
| CAT Caterpillar Inc. | 0.13% | 4,480 | $3.2M | Add +41.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 17,116 | $3.2M | Reduce -0.4% |
| HIMU iShares High Yild Muni A ETF | 0.13% | 64,575 | $3.1M | Add +7.1% |
| SPGP Invesco S&P 500 Garp ETF | 0.13% | 28,702 | $3.1M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.13% | 33,031 | $3.1M | Reduce -7.9% |
| TMUS T-Mobile US Inc. | 0.12% | 14,355 | $3.0M | Reduce -1.6% |
| EFA iShares MSCI Eafe ETF | 0.12% | 30,890 | $3.0M | Reduce -2.3% |
| KKR KKR & Co. Inc. | 0.12% | 32,007 | $3.0M | Reduce -4.1% |
| TT Trane Technologies PLC | 0.12% | 6,986 | $2.9M | Reduce -1.4% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 10,143 | $2.9M | Add +33.7% |
| SMH Vaneck Semiconductor ETF | 0.11% | 7,236 | $2.8M | Add +11.2% |
| AXP American Express Co. | 0.11% | 9,144 | $2.8M | Add +1.3% |
| LOW Lowe's Cos Inc. | 0.11% | 11,581 | $2.7M | Reduce -6.1% |
| ADSK Autodesk Inc. | 0.11% | 11,379 | $2.7M | Reduce -17.4% |
| XYZ Block Inc. | 0.11% | 44,912 | $2.7M | Reduce -27.0% |
| PG The Procter & Gamble Co. | 0.11% | 18,588 | $2.7M | Reduce -2.3% |
| VGT Vanguard Info Tech ETF | 0.11% | 3,783 | $2.6M | Add +2.5% |
| IWV iShares Russell 3000 ETF | 0.11% | 7,034 | $2.6M | Add +54.7% |
| PD Pagerduty Inc. | 0.11% | 410,931 | $2.6M | New |
| TWLO Twilio Inc. Class A | 0.10% | 19,989 | $2.5M | Add +120.9% |
| SCHF Schwab Intl Equity ETF | 0.10% | 100,843 | $2.5M | Add +63.7% |
| HON Honeywell International Inc. | 0.10% | 11,015 | $2.5M | Add +1.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 24,713 | $2.5M | Reduce -0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 16,847 | $2.5M | Add +4.7% |
| XLV SS Health Care Select Sector | 0.10% | 16,809 | $2.5M | Add +746.8% |
| QCOM Qualcomm Inc. | 0.10% | 18,906 | $2.4M | Reduce -1.7% |
| PGR Progressive Corp. | 0.10% | 12,206 | $2.4M | Reduce -4.1% |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 12,610 | $2.4M | Add +2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 24,931 | $2.4M | Reduce -2.1% |
| SPGI S&P Global Inc. | 0.10% | 5,566 | $2.4M | Add +4.7% |
| BMY Bristol-Myers Squibb Co. | 0.10% | 38,097 | $2.3M | Add +388.5% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 18,462 | $2.3M | Add +1.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.09% | 8,775 | $2.3M | Add +3.5% |
| AMGN Amgen Inc. | 0.09% | 6,336 | $2.2M | Reduce -6.2% |
| AMH American Homes 4 Rent- A | 0.09% | 77,516 | $2.2M | Reduce -13.3% |
| BA The Boeing Co. | 0.09% | 10,378 | $2.1M | Reduce -7.5% |
| RUN Sunrun Inc. | 0.08% | 149,090 | $2.0M | Reduce -0.0% |
| IGV iShares Expanded Tech-Softwa | 0.08% | 25,116 | $2.0M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 7,661 | $2.0M | Add +8.7% |
| NOBL Proshares S&P 500 Dividend A | 0.08% | 18,869 | $2.0M | Reduce -0.3% |
| USB US Bancorp | 0.08% | 37,998 | $2.0M | Reduce -7.1% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 63,918 | $2.0M | Reduce -5.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 6,476 | $2.0M | Add +4.4% |
| COIN Coinbase Global Inc. Class A | 0.08% | 10,810 | $1.9M | Add +7.4% |
| TEL Te Connectivity PLC | 0.08% | 8,966 | $1.9M | Reduce -5.8% |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 12,038 | $1.9M | Add +738.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 20,118 | $1.9M | No change |
| MELI MercadoLibre Inc. | 0.08% | 1,060 | $1.8M | Reduce -29.3% |
| VNQ Vanguard Real Estate ETF | 0.08% | 20,662 | $1.8M | Add +4.1% |
| BP BP PLC-Spons ADR | 0.07% | 38,457 | $1.8M | Add +14.8% |
| REGN Regeneron Pharmaceuticals | 0.07% | 2,297 | $1.8M | Add +510.9% |
| DUOL Duolingo | 0.07% | 17,903 | $1.8M | Reduce -18.2% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 30,471 | $1.8M | Add +2.4% |
| XLK SS Technology Select Sector | 0.07% | 13,015 | $1.7M | Add +25.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 12,998 | $1.7M | No change |
| SAP Sap SE-Sponsored ADR | 0.07% | 9,970 | $1.7M | Add +63.1% |
| ULTA Ulta Beauty Inc. | 0.07% | 3,178 | $1.7M | Reduce -3.8% |
| APPS Digital Turbine Inc. | 0.07% | 576,273 | $1.7M | Add +41.9% |
| ABNB Airbnb Inc. Class A | 0.07% | 13,081 | $1.7M | Reduce -89.8% |
| USXF iShares ESG Advance MSCI USA | 0.07% | 29,445 | $1.6M | Add +8.8% |
| JEPI JPMorgan Equity Premium Inco | 0.07% | 28,152 | $1.6M | No change |
| ICSH iShares Ultra Short Duration | 0.07% | 31,253 | $1.6M | Add +1.2% |
| FTV Fortive Corp. | 0.07% | 28,422 | $1.6M | Reduce -0.5% |
| DHI D.R. Horton Inc. | 0.07% | 11,448 | $1.6M | Add +0.7% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.06% | 20,920 | $1.6M | Add +31.6% |
| KMI Kinder Morgan Inc. | 0.06% | 45,991 | $1.5M | Add +1.5% |
| MUB iShares National Muni Bond E | 0.06% | 14,439 | $1.5M | New |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 10,660 | $1.5M | Add +7.2% |
| TFX Teleflex Inc. | 0.06% | 12,475 | $1.5M | New |
| BABA Alibaba Group Holding-SP ADR | 0.06% | 11,870 | $1.5M | Add +8.3% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 15,163 | $1.5M | No change |
| CP Canadian Pacific Kansas City | 0.06% | 18,585 | $1.5M | Add +19.1% |
| RELX Relx PLC - Spon ADR | 0.06% | 42,701 | $1.4M | Add +78.4% |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 18,919 | $1.4M | Add +5.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.06% | 23,827 | $1.4M | Add +0.5% |
| MSI Motorola Solutions Inc. | 0.06% | 3,227 | $1.4M | Reduce -11.3% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.06% | 81,088 | $1.4M | Add +64.8% |
| BIV Vanguard Intermediate-Term B | 0.06% | 17,762 | $1.4M | Add +5.3% |
| INTC Intel Corp. | 0.06% | 31,031 | $1.4M | Reduce -9.6% |
| GEV GE Vernova Inc. | 0.06% | 1,566 | $1.4M | Add +5.3% |
| C Citigroup Inc. | 0.06% | 12,046 | $1.4M | Add +5.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.06% | 94,913 | $1.4M | Reduce -18.1% |
| AVDV Avantis Intl S/C Value ETF | 0.06% | 13,645 | $1.4M | No change |
| DE Deere & Co. | 0.06% | 2,415 | $1.4M | Reduce -17.2% |
| ACWI iShares MSCI Acwi ETF | 0.06% | 9,709 | $1.3M | Reduce -18.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.05% | 11,968 | $1.3M | Add +22.4% |
| PHG Koninklijke Philips NVR- NY | 0.05% | 47,015 | $1.3M | Add +34.2% |
| RBLX Roblox Corp. Class A | 0.05% | 22,736 | $1.3M | Add +0.7% |
| CCL Carnival Corp. | 0.05% | 49,555 | $1.3M | Add +27.3% |
| KAZR Skyline Builders Group Hol-A | 0.05% | 410,000 | $1.3M | New |
| VTIP Vanguard Short-Term Tips | 0.05% | 25,159 | $1.3M | Reduce -27.9% |
| IUSV iShares Core S&P U.S. Value | 0.05% | 11,876 | $1.2M | New |
| VZ Verizon Communications Inc. | 0.05% | 24,047 | $1.2M | Reduce -16.9% |
| CWS Advisorshares Equity Focused | 0.05% | 18,119 | $1.2M | Reduce -7.9% |
| IBMP iShares Ibonds Dec 2027 Term | 0.05% | 45,887 | $1.2M | Add +6.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.05% | 45,527 | $1.2M | Add +6.8% |
| OEF iShares S&P 100 ETF | 0.05% | 3,668 | $1.2M | Add +0.1% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.05% | 45,618 | $1.2M | Add +6.7% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.05% | 45,855 | $1.2M | Add +6.7% |
| GLW Corning Inc. | 0.05% | 8,517 | $1.2M | Add +102.5% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.05% | 16,629 | $1.2M | Add +26.6% |
| DDOG Datadog Inc. Class A | 0.05% | 9,757 | $1.2M | Reduce -7.8% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.05% | 44,092 | $1.1M | Add +6.5% |
| DEO Diageo PLC-Sponsored ADR | 0.05% | 15,293 | $1.1M | Add +52.9% |
| FIG Figma Inc. Class A | 0.05% | 53,832 | $1.1M | New |
| LMT Lockheed Martin Corp. | 0.05% | 1,878 | $1.1M | Reduce -10.4% |
| SCHW Schwab (charles) Corp. | 0.05% | 11,835 | $1.1M | Reduce -8.1% |
| FAST Fastenal Co. | 0.05% | 23,696 | $1.1M | Add +4.8% |
| SO The Southern Co. | 0.05% | 11,385 | $1.1M | Add +13.8% |
| AVLV Avantis US Large Cap Value | 0.05% | 13,517 | $1.1M | Add +29.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 20,708 | $1.1M | Add +23.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 11,845 | $1.1M | Add +101.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 9,016 | $1.1M | Add +8.3% |
| SNY Sanofi-ADR | 0.04% | 22,144 | $1.1M | Add +24.1% |
| CUE Cue Biopharma Inc. | 0.04% | 4,631,644 | $1.1M | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.04% | 23,304 | $1.1M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 28,640 | $1.1M | Add +12.2% |
| ADBE Adobe Inc. | 0.04% | 4,290 | $1.0M | Reduce -14.1% |
| IWO iShares Russell 2000 Growth | 0.04% | 3,296 | $1.0M | Add +221.6% |
| NSC Norfolk Southern Corp. | 0.04% | 3,596 | $1.0M | Reduce -2.3% |
| UAL United Airlines Holdings Inc. | 0.04% | 11,030 | $1.0M | Add +4.5% |
| APP AppLovin Corp. Class A | 0.04% | 2,526 | $1.0M | Add +59.0% |
| PNC PNC Financial Services Group | 0.04% | 4,830 | $1.0M | Reduce -11.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 20,102 | $1.0M | Add +87.9% |
| UI Ubiquiti Inc. | 0.04% | 1,250 | $988K | No change |
| BDYN iShares DYN Act ETF | 0.04% | 39,778 | $967K | Add +53.0% |
| VERA Vera Therapeutics Inc. | 0.04% | 23,999 | $965K | Add +0.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.04% | 13,038 | $954K | Add +40.6% |
| TTE Totalenergies SE | 0.04% | 10,421 | $949K | Add +12.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 17,055 | $947K | Reduce -73.9% |
| ROP Roper Technologies Inc. | 0.04% | 2,656 | $940K | Reduce -36.2% |
| ECL Ecolab Inc. | 0.04% | 3,510 | $934K | Add +4.1% |
| UBS UBS Group AG-Reg | 0.04% | 23,946 | $933K | Add +162.7% |
| PUK Prudential PLC-ADR | 0.04% | 32,789 | $932K | Add +15.9% |
| NWG Natwest Group PLC -Spon ADR | 0.04% | 61,856 | $922K | Add +135.1% |
| ADM Archer-Daniels-Midland Co. | 0.04% | 12,657 | $920K | Reduce -13.4% |
| VRT Vertiv Holdings Co. Class A | 0.04% | 3,649 | $914K | Add +5.8% |
| NGG National Grid PLC-SP ADR | 0.04% | 10,709 | $906K | Add +27.1% |
| EAGG iShares ESG Aware US Aggrega | 0.04% | 18,998 | $903K | Add +5.9% |
| SUSC iShares ESG Aware Usd Corpor | 0.04% | 38,903 | $900K | Add +5.9% |
| SW Smurfit Westrock PLC | 0.04% | 21,838 | $870K | Add +24.6% |
| LEU Centrus Energy Corp. Class A | 0.04% | 5,005 | $869K | Reduce -16.6% |
| CART Maplebear Inc. | 0.04% | 23,191 | $869K | No change |
| MNST Monster Beverage Corp. | 0.04% | 11,956 | $866K | Add +26.1% |
| IAU iShares Gold Trust | 0.04% | 9,717 | $857K | Reduce -4.5% |
| SBUX Starbucks Corp. | 0.04% | 9,546 | $855K | Reduce -10.1% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 29,309 | $854K | Add +3.0% |
| BX Blackstone Inc. | 0.04% | 7,393 | $850K | Reduce -8.4% |
| TRV The Travelers Cos Inc. | 0.03% | 2,842 | $829K | Reduce -5.9% |
| SMMD iShares Russell 2500 ETF | 0.03% | 10,832 | $827K | Add +9.1% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 10,511 | $824K | Add +2.8% |
| NOC Northrop Grumman Corp. | 0.03% | 1,198 | $817K | Reduce -6.4% |
| CSX CSX Corp. | 0.03% | 19,507 | $801K | Add +4.0% |
| XLF SS Financial Select Sector | 0.03% | 16,153 | $797K | Add +72.7% |
| IBMT iShares Ibonds Dec 2031 Muni | 0.03% | 30,812 | $791K | New |
| MCHP Microchip Technology Inc. | 0.03% | 12,223 | $790K | Add +9.2% |
| BTI British American Tob-SP ADR | 0.03% | 13,474 | $788K | Add +30.0% |
| DOV Dover Corp. | 0.03% | 3,711 | $774K | Add +15.0% |
| ING ING Groep N.V.-Sponsored ADR | 0.03% | 29,604 | $771K | Add +16.8% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 5,022 | $767K | Add +35.2% |
| APO Apollo Global Management Inc. | 0.03% | 6,785 | $756K | Reduce -4.3% |
| VOD Vodafone Group PLC-SP ADR | 0.03% | 50,208 | $754K | Reduce -2.2% |
| DB Deutsche Bank AG-Registered | 0.03% | 25,312 | $752K | Add +24.1% |
| NCLO Nuveen Aa-BBB Clo ETF | 0.03% | 30,000 | $748K | No change |
| VST Vistra Corp. | 0.03% | 4,940 | $743K | Add +6.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.03% | 7,558 | $740K | Reduce -0.1% |
| PM Philip Morris International | 0.03% | 4,424 | $731K | Reduce -16.4% |
| S Sentinelone Inc. Class A | 0.03% | 56,557 | $728K | Add +0.4% |
| SONY Sony Group Corp. - SP ADR | 0.03% | 35,180 | $728K | Reduce -27.0% |
| ADP Automatic Data Processing | 0.03% | 3,575 | $726K | Reduce -22.4% |
| SYK Stryker Corp. | 0.03% | 2,185 | $718K | Add +0.8% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 5,019 | $715K | Reduce -19.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.03% | 15,468 | $714K | Add +36.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 7,581 | $714K | Add +30.2% |
| NWPX NWPX Infrastructure Inc. | 0.03% | 9,153 | $713K | Reduce -13.1% |
| AMP Ameriprise Financial Inc. | 0.03% | 1,603 | $712K | Reduce -0.2% |
| SCCO Southern Copper Corp. | 0.03% | 4,105 | $706K | New |
| SHEL Shell PLC-ADR | 0.03% | 7,547 | $702K | Reduce -18.1% |
| EMR Emerson Electric Co. | 0.03% | 5,353 | $701K | Reduce -11.7% |
| RNG Ringcentral Inc. Class A | 0.03% | 18,846 | $701K | No change |
| CVS CVS Health Corp. | 0.03% | 9,621 | $691K | Reduce -8.4% |
| AME Ametek Inc. | 0.03% | 3,213 | $689K | Add +38.5% |
| CMF iShares California Muni Bond | 0.03% | 12,079 | $687K | Add +10.0% |
| ALL Allstate Corp. | 0.03% | 3,277 | $679K | Reduce -2.8% |
| SUB iShares Short-Term National | 0.03% | 6,372 | $679K | Add +41.4% |
| SLNO Soleno Therapeutics Inc. | 0.03% | 20,027 | $671K | New |
| UPS United Parcel Service Class B | 0.03% | 6,616 | $651K | Reduce -11.1% |
| NTRA Natera Inc. | 0.03% | 3,217 | $643K | Add +53.8% |
| GM General Motors Co. | 0.03% | 8,622 | $642K | Reduce -17.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.03% | 2,662 | $629K | Reduce -10.0% |
| GD General Dynamics Corp. | 0.03% | 1,821 | $625K | Reduce -20.3% |
| DFIV Dimensional International Va | 0.03% | 11,808 | $623K | No change |
| RGA Reinsurance Group of America | 0.03% | 3,048 | $622K | Add +7.9% |
| TDY Teledyne Technologies Inc. | 0.03% | 1,025 | $620K | Reduce -0.6% |
| PAYX Paychex Inc. | 0.03% | 6,694 | $617K | Reduce -2.6% |
| WDC Western Digital Corp. | 0.03% | 2,256 | $610K | Reduce -34.4% |
| IGEB iShares Investment Grade SYS | 0.03% | 13,516 | $609K | Add +11.2% |
| MOG.A Moog Inc. Class A | 0.03% | 2,072 | $606K | Reduce -15.1% |
| TDG Transdigm Group Inc. | 0.02% | 519 | $602K | Reduce -7.5% |
| ALKS Alkermes PLC | 0.02% | 16,980 | $600K | Reduce -54.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.02% | 13,638 | $593K | Add +4.4% |
| AEP American Electric Power | 0.02% | 4,507 | $591K | Reduce -16.8% |
| WY Weyerhaeuser Co. | 0.02% | 23,802 | $581K | Reduce -17.1% |
| TECH Bio-Techne Corp. | 0.02% | 11,084 | $579K | Reduce -1.0% |
| IWD iShares Russell 1000 Value E | 0.02% | 2,711 | $579K | Reduce -32.8% |
| DBX Dropbox Inc. Class A | 0.02% | 25,296 | $575K | Add +0.1% |
| RY Royal Bank of Canada | 0.02% | 3,527 | $571K | Add +27.8% |
| ACN Accenture PLC Class A | 0.02% | 2,873 | $570K | Reduce -30.0% |
| SHW The Sherwin-Williams Co. | 0.02% | 1,765 | $566K | Reduce -17.8% |
| MLM Martin Marietta Materials | 0.02% | 961 | $566K | Reduce -7.3% |
| MAGS Roundhill Magnificent Seven | 0.02% | 9,690 | $561K | Reduce -0.3% |
| MPC Marathon Petroleum Corp. | 0.02% | 2,288 | $559K | Reduce -7.7% |
| CINF Cincinnati Financial Corp. | 0.02% | 3,544 | $558K | Reduce -0.1% |
| NAN Nuveen NY QLTY Muni Inc. | 0.02% | 49,552 | $553K | Reduce -10.0% |
| JPIE JPMorgan Income ETF | 0.02% | 11,937 | $550K | New |
| NUE Nucor Corp. | 0.02% | 3,246 | $549K | Reduce -15.5% |
| APD Air Products & Chemicals Inc. | 0.02% | 1,875 | $545K | Add +0.9% |
| CMI Cummins Inc. | 0.02% | 1,012 | $544K | Reduce -17.9% |
| CARR Carrier Global Corp. | 0.02% | 9,606 | $541K | Reduce -27.3% |
| PCOR Procore Technologies Inc. | 0.02% | 9,480 | $540K | Reduce -30.5% |
| LEN Lennar Corp. Class A | 0.02% | 6,207 | $539K | Reduce -5.1% |
| WM Waste Management Inc. | 0.02% | 2,343 | $538K | Reduce -18.5% |
| CLS Celestica Inc. | 0.02% | 1,900 | $535K | Reduce -23.6% |
| HDV iShares Core High Dividend E | 0.02% | 3,911 | $531K | No change |
| MT Arcelormittal-NY Registered | 0.02% | 10,186 | $529K | Add +4.2% |
| IDXX Idexx Laboratories Inc. | 0.02% | 942 | $529K | Add +0.8% |
| COP Conocophillips | 0.02% | 4,005 | $529K | Reduce -6.7% |
| T AT&T Inc. | 0.02% | 18,073 | $524K | Reduce -2.8% |
| EOG EOG Resources Inc. | 0.02% | 3,577 | $517K | Reduce -15.4% |
| AVDE Avantis International Equity | 0.02% | 6,061 | $514K | No change |
| ORLY O'reilly Automotive Inc. | 0.02% | 5,459 | $504K | Reduce -17.4% |
| VTWO Vanguard Russell 2000 ETF | 0.02% | 4,985 | $499K | New |
| RF Regions Financial Corp. | 0.02% | 19,085 | $499K | Add +18.7% |
| BLV Vanguard Long-Term Bond ETF | 0.02% | 7,142 | $491K | Add +2.9% |
| IR Ingersoll-Rand Inc. | 0.02% | 6,073 | $487K | Reduce -7.3% |
| ATO Atmos Energy Corp. | 0.02% | 2,620 | $484K | Reduce -15.5% |
| DXYZ Destiny TECH100 Inc. | 0.02% | 18,000 | $482K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.02% | 2,196 | $476K | Reduce -3.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.02% | 1,024 | $474K | Add +80.9% |
| IVE iShares S&P 500 Value ETF | 0.02% | 2,245 | $474K | New |
| HSY The Hershey Co. | 0.02% | 2,274 | $473K | Reduce -14.4% |
| CCJ Cameco Corp. | 0.02% | 4,319 | $469K | New |
| STLD Steel Dynamics Inc. | 0.02% | 2,575 | $464K | Reduce -21.4% |
| MDB Mongodb Inc. | 0.02% | 1,890 | $463K | Add +4.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 1,022 | $456K | Reduce -16.4% |
| GILD Gilead Sciences Inc. | 0.02% | 3,246 | $452K | Reduce -29.9% |
| XEL Xcel Energy Inc. | 0.02% | 5,676 | $451K | Add +0.6% |
| DVY iShares Select Dividend ETF | 0.02% | 2,970 | $450K | New |
| SNN Smith & Nephew PLC -Spon ADR | 0.02% | 14,040 | $446K | Add +34.1% |
| CAH Cardinal Health Inc. | 0.02% | 2,101 | $444K | Reduce -12.1% |
| AWK American Water Works Co. Inc. | 0.02% | 3,208 | $437K | Reduce -17.4% |
| RSG Republic Services Inc. | 0.02% | 1,982 | $434K | Add +6.9% |
| TGT Target Corp. | 0.02% | 3,576 | $433K | Add +0.6% |
| SCHB Schwab US Broad Market ETF | 0.02% | 17,178 | $431K | Add +2.6% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 1,247 | $430K | Reduce -16.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 1,770 | $429K | Reduce -30.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.02% | 8,235 | $428K | New |
| AVEM Avantis Emerging Markets Eq | 0.02% | 5,302 | $427K | No change |
| USIG iShares Broad Usd Investment | 0.02% | 8,289 | $425K | Add +1.0% |
| PPL PPL Corp. | 0.02% | 10,953 | $418K | Reduce -15.8% |
| ARES Ares Management Corp. Class A | 0.02% | 3,835 | $418K | Reduce -0.4% |
| SCHA Schwab US Small-Cap ETF | 0.02% | 14,323 | $417K | New |
| NPK National Presto Inds Inc. | 0.02% | 3,033 | $416K | Reduce -12.9% |
| DELL Dell Technologies -C | 0.02% | 2,485 | $408K | Reduce -19.7% |
| MRVL Marvell Technology Inc. | 0.02% | 4,099 | $406K | Add +43.4% |
| WMB Williams Cos Inc. | 0.02% | 5,553 | $404K | Reduce -26.5% |
| GFI Gold Fields Ltd.-Spons ADR | 0.02% | 8,825 | $401K | New |
| PFE Pfizer Inc. | 0.02% | 14,251 | $400K | Reduce -22.8% |
| IBN Icici Bank Ltd.-Spon ADR | 0.02% | 15,300 | $396K | Reduce -30.3% |
| ESAB Esab Corp. | 0.02% | 4,087 | $395K | Reduce -16.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.02% | 8,505 | $387K | Add +8.3% |
| CME Cme Group Inc. | 0.02% | 1,309 | $387K | Add +43.9% |
| MAR Marriott International Class A | 0.02% | 1,180 | $386K | Reduce -16.2% |
| PCAR Paccar Inc. | 0.02% | 3,336 | $385K | Add +1.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.02% | 6,753 | $382K | No change |
| NKE Nike Inc. Class B | 0.02% | 7,224 | $382K | Add +11.4% |
| CZR Caesars Entertainment Inc. | 0.02% | 14,410 | $381K | Reduce -13.0% |
| TRGP Targa Resources Corp. | 0.02% | 1,510 | $379K | New |
| BND Vanguard Total Bond Market | 0.02% | 5,141 | $379K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 8,898 | $378K | New |
| SHG Shinhan Financial Group-ADR | 0.02% | 6,160 | $378K | Reduce -13.8% |
| BDX Becton Dickinson and Co. | 0.02% | 2,401 | $378K | Add +68.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 1,785 | $369K | Reduce -34.2% |
| ZTS Zoetis Inc. | 0.02% | 3,119 | $369K | Reduce -44.0% |
| XYL Xylem Inc. | 0.02% | 3,083 | $368K | Reduce -4.2% |
| CTRA Coterra Energy Inc. | 0.01% | 10,318 | $363K | Add +2.7% |
| AIG American International Group | 0.01% | 4,803 | $361K | Reduce -18.3% |
| BSX Boston Scientific Corp. | 0.01% | 5,758 | $361K | Reduce -11.8% |
| MDY State Street SPDR S&P Midcap | 0.01% | 570 | $352K | No change |
| TSLX Sixth Street Specialty Lendi | 0.01% | 19,116 | $351K | Reduce -12.6% |
| FLR Fluor Corp. | 0.01% | 7,516 | $351K | Add +2.5% |
| XLI SS Industrial Select Sector | 0.01% | 2,164 | $350K | Add +23.4% |
| CHRW C.H. Robinson Worldwide Inc. | 0.01% | 2,107 | $350K | Add +37.8% |
| ALLE Allegion PLC | 0.01% | 2,406 | $350K | Add +2.0% |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 2,710 | $347K | No change |
| ALAB Astera Labs Inc. | 0.01% | 3,156 | $346K | Add +7.9% |
| VEEV Veeva Systems Inc. Class A | 0.01% | 1,936 | $340K | Add +3.9% |
| MSA Msa Safety Inc. | 0.01% | 2,067 | $339K | Reduce -14.9% |
| IEF iShares 7-10 Year Treasury B | 0.01% | 3,523 | $336K | Add +27.3% |
| RAL Ralliant Corp. | 0.01% | 8,043 | $335K | Reduce -6.7% |
| HCA HCA Healthcare Inc. | 0.01% | 701 | $332K | Reduce -29.1% |
| NDAQ Nasdaq Inc. | 0.01% | 3,902 | $331K | Reduce -38.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 2,715 | $329K | Add +12.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 4,108 | $326K | No change |
| BOX Box Inc. Class A | 0.01% | 13,640 | $322K | No change |
| MCO Moody's Corp. | 0.01% | 735 | $321K | Reduce -51.9% |
| XLY SS Consumer Disc Select Sect | 0.01% | 2,899 | $316K | Add +47.8% |
| OSK Oshkosh Corp. | 0.01% | 2,138 | $315K | Add +7.3% |
| ASAN Asana Inc. Class A | 0.01% | 48,999 | $314K | Reduce -87.8% |
| CI The Cigna Group | 0.01% | 1,175 | $313K | Reduce -0.9% |
| EA Electronic Arts Inc. | 0.01% | 1,536 | $313K | Reduce -6.2% |
| AFRM Affirm Holdings Inc. | 0.01% | 6,819 | $312K | Add +25.9% |
| ELV Elevance Health Inc. | 0.01% | 1,066 | $312K | Reduce -3.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.01% | 4,093 | $308K | Add +15.2% |
| SE Sea Ltd.-ADR | 0.01% | 3,705 | $307K | Reduce -27.7% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.01% | 15,409 | $304K | Add +48.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 2,097 | $303K | No change |
| QLTA iShares Aaa - A Rated Corpor | 0.01% | 6,326 | $301K | New |
| CEG Constellation Energy | 0.01% | 1,074 | $300K | Reduce -36.7% |
| AER Aercap Holdings NV | 0.01% | 2,168 | $297K | Reduce -5.1% |
| DUK Duke Energy Corp. | 0.01% | 2,270 | $297K | Reduce -33.2% |
| PHM Pultegroup Inc. | 0.01% | 2,504 | $294K | Add +17.6% |
| RPM RPM International Inc. | 0.01% | 2,937 | $292K | Add +1.2% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.01% | 5,552 | $288K | New |
| CTSH Cognizant Tech Solutions-A | 0.01% | 4,689 | $288K | Reduce -25.3% |
| AZO AutoZone Inc. | 0.01% | 85 | $287K | Add +1.2% |
| DXCM Dexcom Inc. | 0.01% | 4,546 | $285K | Reduce -17.7% |
| CFR Cullen/Frost Bankers Inc. | 0.01% | 2,052 | $281K | Add +1.2% |
| IEUR iShares Core MSCI Europe ETF | 0.01% | 3,997 | $281K | Add +34.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.01% | 5,436 | $279K | Add +0.8% |
| TFC Truist Financial Corp. | 0.01% | 6,067 | $279K | Reduce -22.7% |
| AON Aon PLC Class A | 0.01% | 864 | $279K | Reduce -7.3% |
| HUBS HubSpot Inc. | 0.01% | 1,139 | $278K | Reduce -2.3% |
| TFLO iShares Treasury Floating Ra | 0.01% | 5,478 | $277K | Add +6.1% |
| ESP Espey MFG & Electronics Corp. | 0.01% | 4,961 | $275K | Reduce -12.5% |
| AOS Smith (a.o.) Corp. | 0.01% | 4,085 | $269K | Reduce -27.0% |
| VTRS Viatris Inc. | 0.01% | 19,725 | $266K | Reduce -40.3% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.01% | 5,348 | $265K | Reduce -20.5% |
| EMBJ Embraer SA-Spon ADR | 0.01% | 4,471 | $265K | New |
| XLE SS Energy Select Sector | 0.01% | 4,305 | $264K | New |
| COHR Coherent Corp. | 0.01% | 1,076 | $256K | New |
| FDX FedEx Corp. | 0.01% | 719 | $256K | Reduce -17.6% |
| AVSC Avantis US Small Cap Equity | 0.01% | 4,077 | $254K | New |
| VXF Vanguard Extended Market ETF | 0.01% | 1,234 | $254K | New |
| KEYS Keysight Technologies Inc. | 0.01% | 895 | $253K | New |
| J Jacobs Solutions Inc. | 0.01% | 1,984 | $253K | Reduce -14.6% |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.01% | 3,705 | $243K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 810 | $242K | New |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.01% | 4,789 | $242K | Add +11.3% |
| GXO Gxo Logistics Inc. | 0.01% | 4,652 | $241K | Add +0.5% |
| WIX Wix.com Ltd. | 0.01% | 2,662 | $240K | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 0.01% | 2,402 | $238K | New |
| EWJ iShares MSCI Japan ETF | 0.01% | 2,794 | $236K | New |
| OPEN Opendoor Technologies Inc. | 0.01% | 50,361 | $236K | No change |
| ITW Illinois Tool Works | 0.01% | 895 | $233K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 2,107 | $233K | Add +3.1% |
| HOLX Hologic Inc. | 0.01% | 3,076 | $233K | Add +13.1% |
| KLAC KLA Corp. | 0.01% | 155 | $228K | Reduce -45.4% |
| EEM iShares MSCI Emerging Market | 0.01% | 3,942 | $224K | No change |
| EBAY eBay Inc. | 0.01% | 2,442 | $222K | Reduce -36.0% |
| AES AES Corp. | 0.01% | 15,693 | $221K | Reduce -24.8% |
| MMM 3M Co. | 0.01% | 1,510 | $219K | Reduce -32.8% |
| YUM Yum! Brands Inc. | 0.01% | 1,407 | $219K | New |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 5,679 | $218K | New |
| SCHV Schwab US Large-Cap Value | 0.01% | 7,125 | $217K | Reduce -17.9% |
| GOVT iShares US Treasury Bond ETF | 0.01% | 9,403 | $215K | New |
| AM Antero Midstream Corp. | 0.01% | 9,445 | $215K | New |
| GRAL Grail Inc. | 0.01% | 4,151 | $215K | Reduce -2.5% |
| PYPL PayPal Holdings Inc. | 0.01% | 4,734 | $214K | Reduce -26.1% |
| GL Globe Life Inc. | 0.01% | 1,532 | $213K | Reduce -1.1% |
| FLOT iShares Floating Rate Bond E | 0.01% | 4,167 | $212K | New |
| CDNS Cadence Design SYS Inc. | 0.01% | 760 | $211K | Reduce -33.8% |
| FIS Fidelity National Info Serv | 0.01% | 4,500 | $211K | Add +1.9% |
| OKLO Oklo Inc. | 0.01% | 4,246 | $211K | Add +2.0% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.01% | 1,690 | $210K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 7,298 | $210K | Reduce -6.4% |
| TRU Transunion | 0.01% | 3,015 | $209K | New |
| DIVB iShares Core Dividend ETF | 0.01% | 3,854 | $208K | New |
| PATH Uipath Inc. Class A | 0.01% | 16,133 | $179K | Add +0.2% |
| SSYS Stratasys Ltd. | 0.01% | 21,060 | $164K | Reduce -13.3% |
| CNH CNH Industrial NV | 0.01% | 14,020 | $154K | Reduce -9.9% |
| TDOC Teladoc Health Inc. | 0.01% | 27,250 | $149K | Add +2.9% |
| CTOS Custom Truck One Source Inc. | 0.01% | 21,282 | $140K | Reduce -12.6% |
| XEADX Allspring Income Opport | 0.00% | 16,937 | $110K | Reduce -10.0% |
| DDD 3D Systems Corp. filed as 3D SYS CORP DEL | 0.00% | 45,962 | $86K | New |
| HAFN Hafnia Ltd. | 0.00% | 10,000 | $76K | No change |
| NXDR Nextdoor Holdings Inc. | 0.00% | 46,617 | $65K | Add +72.9% |
| STEX Streamex Corp. | 0.00% | 57,435 | $65K | New |
| LCTX Lineage Cell Therapeutics Inc. | 0.00% | 18,714 | $30K | No change |
| DCGO Docgo Inc. | 0.00% | 15,000 | $9K | New |