| TEM Tempus AI Inc. Class A | 8.05% | 2,411,368 | $139.7M | Reduce -63.5% |
| NVDA Nvidia Corp. | 6.22% | 538,713 | $107.8M | Reduce -29.5% |
| AAPL Apple Inc. | 4.07% | 244,096 | $70.6M | Reduce -31.3% |
| GOOGL Alphabet Inc. Class A | 3.96% | 192,237 | $68.7M | Reduce -62.5% |
| IVV iShares Core S&P 500 ETF | 3.50% | 81,012 | $60.7M | Add +37.5% |
| MSFT Microsoft Corp. | 3.15% | 146,616 | $54.7M | Reduce -16.5% |
| AMZN Amazon.com Inc. | 2.87% | 208,781 | $49.8M | Reduce -15.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.19% | 51,494 | $37.9M | Add +7.4% |
| AVGO Broadcom Inc. | 1.78% | 81,883 | $30.9M | Reduce -9.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.65% | 38,398 | $28.7M | Reduce -25.3% |
| META Meta Platforms Inc. Class A | 1.62% | 49,735 | $28.0M | Reduce -86.2% |
| GOOG Alphabet Inc. Class C | 1.51% | 74,183 | $26.2M | Reduce -79.9% |
| IOT Samsara Inc. Class A | 1.47% | 788,365 | $25.6M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 1.27% | 18,328 | $22.0M | Reduce -7.6% |
| VOO Vanguard S&P 500 ETF | 1.16% | 29,388 | $20.2M | Add +19.8% |
| V Visa Inc. Class A | 1.04% | 52,659 | $18.1M | Reduce -9.3% |
| GLD SPDR Gold Shares | 0.96% | 45,386 | $16.7M | Reduce -1.6% |
| LRCX Lam Research Corp. | 0.87% | 34,637 | $15.0M | Reduce -0.5% |
| PWR Quanta Services Inc. | 0.82% | 19,805 | $14.3M | Reduce -1.3% |
| CRM Salesforce Inc. | 0.77% | 85,099 | $13.3M | Reduce -69.8% |
| JPM JPMorgan Chase & Co. | 0.74% | 39,243 | $12.8M | Reduce -24.1% |
| PANW Palo Alto Networks Inc. | 0.72% | 36,432 | $12.4M | Reduce -7.5% |
| IWF iShares Russell 1000 Growth | 0.71% | 99,550 | $12.4M | Add +33.7% |
| NOW ServiceNow Inc. | 0.65% | 114,088 | $11.3M | Add +2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.64% | 23,407 | $11.2M | Reduce -33.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 29,694 | $11.0M | Reduce -13.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.62% | 125,613 | $10.8M | Reduce -13.9% |
| PH Parker Hannifin Corp. | 0.60% | 10,643 | $10.4M | Add +0.1% |
| MU Micron Technology Inc. | 0.60% | 8,993 | $10.4M | Reduce -11.3% |
| COST Costco Wholesale Corp. | 0.59% | 11,027 | $10.3M | Reduce -8.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 67,855 | $10.3M | Reduce -7.2% |
| IWB iShares Russell 1000 ETF | 0.59% | 24,847 | $10.2M | Add +5.1% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 41,364 | $9.8M | Reduce -5.9% |
| IVW iShares S&P 500 Growth ETF | 0.56% | 70,508 | $9.7M | Reduce -8.8% |
| DASH DoorDash Inc. Class A | 0.56% | 52,531 | $9.7M | Reduce -10.7% |
| DGRO iShares Core Dividend Growth | 0.54% | 123,600 | $9.4M | Add +47.7% |
| ABBV Abbvie Inc. | 0.54% | 37,102 | $9.3M | Reduce -6.1% |
| AMD Advanced Micro Devices | 0.53% | 15,805 | $9.2M | Reduce -2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.48% | 10,920 | $8.3M | Reduce -14.4% |
| TXN Texas Instruments Inc. | 0.48% | 27,685 | $8.3M | Reduce -14.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.47% | 11 | $8.2M | Reduce -8.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 16,010 | $8.0M | Reduce -59.2% |
| IJH iShares Core S&P Midcap ETF | 0.46% | 103,238 | $8.0M | Reduce -17.6% |
| ETN Eaton Corp. PLC | 0.45% | 18,256 | $7.8M | Reduce -6.8% |
| ANET Arista Networks Inc. | 0.43% | 44,048 | $7.5M | Reduce -61.8% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 104,307 | $7.4M | Add +5.5% |
| ADI Analog Devices Inc. | 0.42% | 18,421 | $7.3M | Reduce -1.5% |
| TSLA Tesla Inc. | 0.42% | 17,263 | $7.3M | Reduce -84.4% |
| COF Capital One Financial Corp. | 0.41% | 35,174 | $7.1M | Add +43.8% |
| EAGL Eagle Capital Select Eqty | 0.40% | 217,728 | $7.0M | Reduce -12.8% |
| MA Mastercard Inc. Class A | 0.40% | 13,578 | $7.0M | Reduce -13.1% |
| SNOW Snowflake Inc. | 0.40% | 27,326 | $7.0M | Add +6.0% |
| CB Chubb Ltd. | 0.39% | 19,931 | $6.8M | Reduce -12.8% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 13,285 | $6.7M | Reduce -21.4% |
| BAC Bank of America Corp. | 0.38% | 115,603 | $6.6M | Reduce -16.0% |
| UNH Unitedhealth Group Inc. | 0.38% | 15,847 | $6.6M | Reduce -18.8% |
| AMAT Applied Materials Inc. | 0.38% | 9,035 | $6.5M | Reduce -10.5% |
| ISRG Intuitive Surgical Inc. | 0.37% | 16,188 | $6.4M | Reduce -3.6% |
| MS Morgan Stanley | 0.37% | 30,605 | $6.4M | Reduce -14.9% |
| IEMG iShares Core MSCI Emerging | 0.34% | 70,714 | $5.9M | Add +8.1% |
| SMH Vaneck Semiconductor ETF | 0.33% | 8,728 | $5.7M | Add +20.6% |
| BKNG Booking Holdings Inc. | 0.33% | 32,098 | $5.7M | Reduce -0.5% |
| HD Home Depot Inc. | 0.33% | 16,216 | $5.7M | Reduce -15.1% |
| WMT Walmart Inc. | 0.33% | 50,166 | $5.7M | Reduce -39.9% |
| HOOD Robinhood Markets Inc. Class A | 0.32% | 55,711 | $5.6M | Reduce -32.2% |
| XOM Exxon Mobil Corp. | 0.32% | 40,038 | $5.5M | Reduce -8.0% |
| CVX Chevron Corp. | 0.31% | 32,827 | $5.4M | Reduce -5.0% |
| CSCO Cisco Systems Inc. | 0.31% | 45,626 | $5.4M | Reduce -47.6% |
| ORCL Oracle Corp. | 0.29% | 34,838 | $5.1M | Reduce -10.9% |
| LIN Linde PLC | 0.29% | 9,683 | $5.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.29% | 39,089 | $5.0M | Reduce -5.9% |
| NFLX Netflix Inc. | 0.29% | 70,325 | $5.0M | Reduce -26.5% |
| CTVA Corteva Inc. | 0.28% | 58,067 | $4.9M | Reduce -0.4% |
| MCK McKesson Corp. | 0.28% | 6,427 | $4.9M | Add +0.9% |
| JNJ Johnson & Johnson | 0.27% | 18,773 | $4.8M | Reduce -13.1% |
| GLDM SPDR Gold Minishares Trust | 0.26% | 57,375 | $4.6M | New |
| IWM iShares Russell 2000 ETF | 0.26% | 15,064 | $4.5M | Reduce -8.3% |
| WFC Wells Fargo & Co. | 0.26% | 54,405 | $4.5M | Reduce -3.3% |
| CAT Caterpillar Inc. | 0.26% | 4,222 | $4.5M | Reduce -5.8% |
| UNP Union Pacific Corp. | 0.26% | 16,455 | $4.5M | Reduce -6.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.26% | 2,237 | $4.5M | Reduce -15.1% |
| ICE Intercontinental Exchange Inc. | 0.25% | 35,757 | $4.4M | Reduce -9.1% |
| PEP Pepsico Inc. | 0.25% | 31,893 | $4.3M | Reduce -14.5% |
| UBER Uber Technologies Inc. | 0.25% | 59,626 | $4.3M | Reduce -36.2% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 70,020 | $4.2M | Add +2.9% |
| CTAS Cintas Corp. | 0.24% | 24,398 | $4.1M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 18,973 | $4.1M | Add +0.7% |
| GS Goldman Sachs Group Inc. | 0.23% | 4,005 | $4.1M | Reduce -13.9% |
| XLK SS Technology Select Sector | 0.23% | 20,488 | $3.9M | Add +57.4% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 23,999 | $3.8M | Reduce -20.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 46,919 | $3.8M | Add +5.3% |
| RTX RTX Corp. | 0.21% | 18,897 | $3.6M | Reduce -15.4% |
| TT Trane Technologies PLC | 0.20% | 7,111 | $3.5M | Add +1.8% |
| VT Vanguard Tot World STK ETF | 0.20% | 21,935 | $3.4M | Reduce -7.0% |
| AZN Astrazeneca PLC | 0.20% | 18,143 | $3.4M | Reduce -11.6% |
| ESGD iShares Trust iShares ESG Aw | 0.20% | 33,427 | $3.4M | Reduce -2.1% |
| HIMU iShares High Yild Muni A ETF | 0.19% | 66,744 | $3.3M | Add +3.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.19% | 36,786 | $3.3M | Reduce -14.0% |
| KO The Coca-Cola Co. | 0.19% | 40,198 | $3.3M | Reduce -11.3% |
| DHR Danaher Corp. | 0.18% | 16,810 | $3.2M | Reduce -8.1% |
| SHOP Shopify Inc. Class A | 0.18% | 27,934 | $3.2M | Reduce -12.8% |
| PSX Phillips 66 | 0.18% | 18,801 | $3.2M | Add +1.7% |
| ABNB Airbnb Inc. Class A | 0.18% | 22,154 | $3.2M | Add +69.4% |
| BLK BlackRock Inc. | 0.18% | 3,281 | $3.2M | Reduce -8.1% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 14,750 | $3.1M | Reduce -31.5% |
| UPS United Parcel Service Class B | 0.18% | 29,185 | $3.1M | Add +341.1% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 8,275 | $3.1M | Reduce -18.4% |
| BCS Barclays PLC-Spons ADR | 0.18% | 114,599 | $3.1M | Reduce -30.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.17% | 226,526 | $3.0M | Add +138.7% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 20,303 | $3.0M | Add +10.0% |
| IWV iShares Russell 3000 ETF | 0.17% | 7,027 | $3.0M | Reduce -0.1% |
| AXP American Express Co. | 0.17% | 8,775 | $3.0M | Reduce -4.0% |
| KKR KKR & Co. Inc. | 0.17% | 32,011 | $2.9M | Add +0.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 24,939 | $2.9M | Add +0.9% |
| SPGP Invesco S&P 500 Garp ETF | 0.17% | 23,799 | $2.9M | Reduce -17.1% |
| MDB Mongodb Inc. | 0.16% | 8,512 | $2.9M | Add +350.4% |
| QCOM Qualcomm Inc. | 0.16% | 15,328 | $2.8M | Reduce -18.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 35,488 | $2.8M | Add +763.9% |
| NEE Nextera Energy Inc. | 0.16% | 31,767 | $2.8M | Reduce -3.8% |
| TLT iShares 20+ Year Treasury BD | 0.16% | 31,889 | $2.8M | New |
| SCHF Schwab Intl Equity ETF | 0.16% | 98,414 | $2.7M | Reduce -2.4% |
| MDT Medtronic PLC | 0.16% | 34,679 | $2.7M | Reduce -19.3% |
| EFA iShares MSCI Eafe ETF | 0.15% | 25,670 | $2.7M | Reduce -16.9% |
| PGR Progressive Corp. | 0.15% | 12,113 | $2.6M | Reduce -0.8% |
| INTC Intel Corp. | 0.15% | 18,820 | $2.6M | Reduce -39.4% |
| LOW Lowe's Cos Inc. | 0.15% | 11,833 | $2.6M | Add +2.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 8,380 | $2.6M | Reduce -4.5% |
| QUAL iShares MSCI USA Quality Fac | 0.15% | 11,482 | $2.5M | Reduce -8.9% |
| OPPE Wisdomtree European Opport | 0.14% | 44,973 | $2.5M | Reduce -47.6% |
| VGT Vanguard Info Tech ETF | 0.14% | 20,346 | $2.4M | Reduce -32.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 7,971 | $2.4M | Add +4.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 20,458 | $2.4M | New |
| IEUR iShares Core MSCI Europe ETF | 0.14% | 31,667 | $2.4M | Add +692.3% |
| XLF SS Financial Select Sector | 0.14% | 44,086 | $2.4M | Add +172.9% |
| PG The Procter & Gamble Co. | 0.14% | 16,064 | $2.4M | Reduce -13.6% |
| MCD McDonald's Corp. | 0.14% | 8,670 | $2.3M | Reduce -17.7% |
| IUSG iShares Core S&P U.S. Growth | 0.13% | 12,343 | $2.3M | Add +2.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 11,684 | $2.3M | Reduce -31.7% |
| ABT Abbott Laboratories | 0.13% | 25,296 | $2.3M | Reduce -19.3% |
| USB US Bancorp | 0.13% | 37,343 | $2.3M | Reduce -1.7% |
| IGV iShares Expanded Tech-Softwa | 0.13% | 24,522 | $2.2M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 22,869 | $2.2M | Reduce -8.3% |
| AMGN Amgen Inc. | 0.13% | 6,073 | $2.2M | Reduce -4.2% |
| MUB iShares National Muni Bond E | 0.12% | 20,013 | $2.2M | Add +38.6% |
| BAR Graniteshares Gold Trust | 0.12% | 53,893 | $2.1M | New |
| VNQ Vanguard Real Estate ETF | 0.12% | 21,326 | $2.1M | Add +3.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 5,611 | $2.1M | Reduce -13.4% |
| BA The Boeing Co. | 0.12% | 9,416 | $2.0M | Reduce -9.3% |
| SAP Sap SE-Sponsored ADR | 0.12% | 13,173 | $2.0M | Add +32.1% |
| INTU Intuit Inc. | 0.12% | 7,741 | $2.0M | Reduce -32.0% |
| TMUS T-Mobile US Inc. | 0.11% | 11,558 | $1.9M | Reduce -19.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 12,998 | $1.9M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 39,641 | $1.9M | Add +38.4% |
| ADSK Autodesk Inc. | 0.11% | 9,620 | $1.9M | Reduce -15.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 22,264 | $1.9M | New |
| USXF iShares ESG Advance MSCI USA | 0.11% | 26,841 | $1.9M | Reduce -8.8% |
| RDDT Reddit Inc. Class A | 0.11% | 10,678 | $1.9M | Reduce -66.7% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.11% | 93,174 | $1.9M | Add +14.9% |
| DHI D.R. Horton Inc. | 0.11% | 11,346 | $1.8M | Reduce -0.9% |
| SPGI S&P Global Inc. | 0.10% | 4,461 | $1.8M | Reduce -19.9% |
| XLV SS Health Care Select Sector | 0.10% | 11,270 | $1.8M | Reduce -33.0% |
| TEL Te Connectivity PLC | 0.10% | 8,763 | $1.8M | Reduce -2.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 18,047 | $1.7M | Reduce -10.3% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 14,635 | $1.7M | Reduce -13.1% |
| IEF iShares 7-10 Year Treasury B | 0.10% | 17,936 | $1.7M | Add +409.1% |
| FTV Fortive Corp. | 0.10% | 27,709 | $1.7M | Reduce -2.5% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 52,792 | $1.7M | Reduce -17.4% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 28,785 | $1.7M | Reduce -5.5% |
| ESGU iShares ESG Aware MSCI USA | 0.10% | 10,098 | $1.7M | Reduce -5.3% |
| GEV GE Vernova Inc. | 0.09% | 1,392 | $1.6M | Reduce -11.1% |
| SPOT Spotify Technology SA | 0.09% | 3,517 | $1.6M | Reduce -51.3% |
| JEPI JPMorgan Equity Premium Inco | 0.09% | 28,152 | $1.6M | No change |
| TFX Teleflex Inc. | 0.09% | 12,503 | $1.6M | Add +0.2% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.09% | 20,410 | $1.6M | Reduce -2.4% |
| PHG Koninklijke Philips NVR- NY | 0.09% | 56,365 | $1.5M | Add +19.9% |
| CCL Carnival Corp. Ltd. | 0.09% | 53,498 | $1.5M | Add +8.0% |
| RELX Relx PLC - Spon ADR | 0.08% | 44,881 | $1.4M | Add +5.1% |
| STM Stmicroelectronics NV-NY SHS | 0.08% | 18,911 | $1.4M | New |
| UAL United Airlines Holdings Inc. | 0.08% | 10,403 | $1.4M | Reduce -5.7% |
| CART Maplebear Inc. | 0.08% | 29,599 | $1.4M | Add +27.6% |
| MSI Motorola Solutions Inc. | 0.08% | 3,315 | $1.4M | Add +2.7% |
| DEO Diageo PLC-Sponsored ADR | 0.08% | 17,086 | $1.4M | Add +11.7% |
| NWPX NWPX Infrastructure Inc. | 0.08% | 9,153 | $1.4M | No change |
| TWLO Twilio Inc. Class A | 0.08% | 6,639 | $1.4M | Reduce -66.8% |
| BIV Vanguard Intermediate-Term B | 0.08% | 17,708 | $1.4M | Reduce -0.3% |
| ULTA Ulta Beauty Inc. | 0.08% | 3,000 | $1.4M | Reduce -5.6% |
| OEF iShares S&P 100 ETF | 0.08% | 3,666 | $1.3M | Reduce -0.1% |
| IUSV iShares Core S&P U.S. Value | 0.08% | 11,876 | $1.3M | No change |
| DUOL Duolingo | 0.08% | 11,360 | $1.3M | Reduce -36.5% |
| VRT Vertiv Holdings Co. Class A | 0.07% | 3,878 | $1.3M | Add +6.3% |
| ACWI iShares MSCI Acwi ETF | 0.07% | 8,248 | $1.3M | Reduce -15.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 13,160 | $1.3M | Add +11.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.07% | 24,925 | $1.3M | Add +24.0% |
| NWG Natwest Group PLC -Spon ADR | 0.07% | 70,975 | $1.3M | Add +14.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.07% | 11,454 | $1.2M | Reduce -4.3% |
| DB Deutsche Bank AG-Registered | 0.07% | 36,934 | $1.2M | Add +45.9% |
| AVLV Avantis US Large Cap Value | 0.07% | 13,517 | $1.2M | No change |
| AVUV Avantis US Small Cap Value | 0.07% | 9,593 | $1.2M | Reduce -78.0% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.07% | 46,063 | $1.2M | Add +4.5% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.07% | 46,522 | $1.2M | Add +2.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.07% | 46,398 | $1.2M | Add +1.9% |
| IBMP iShares Ibonds Dec 2027 Term | 0.07% | 46,775 | $1.2M | Add +1.9% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.07% | 46,789 | $1.2M | Add +2.0% |
| UBS UBS Group AG-Reg | 0.07% | 23,818 | $1.2M | Reduce -0.5% |
| MLPX Global X MLP & Energy Infras | 0.07% | 15,956 | $1.2M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.07% | 22,177 | $1.2M | Add +7.1% |
| C Citigroup Inc. | 0.07% | 8,255 | $1.2M | Reduce -31.5% |
| KMI Kinder Morgan Inc. | 0.07% | 35,863 | $1.1M | Reduce -22.0% |
| MCHP Microchip Technology Inc. | 0.07% | 12,435 | $1.1M | Add +1.7% |
| DE Deere & Co. | 0.06% | 1,773 | $1.1M | Reduce -26.6% |
| SW Smurfit Westrock PLC | 0.06% | 24,018 | $1.1M | Add +10.0% |
| FAST Fastenal Co. | 0.06% | 23,054 | $1.1M | Reduce -2.7% |
| PNC PNC Financial Services Group | 0.06% | 4,494 | $1.1M | Reduce -7.0% |
| SO The Southern Co. | 0.06% | 11,552 | $1.1M | Add +1.5% |
| BNY Bank of New York Mellon Corp. | 0.06% | 7,469 | $1.1M | Reduce -17.2% |
| VTIP Vanguard Short-Term Tips | 0.06% | 21,281 | $1.1M | Reduce -15.4% |
| MNST Monster Beverage Corp. | 0.06% | 11,071 | $1.1M | Reduce -7.4% |
| REGN Regeneron Pharmaceuticals | 0.06% | 1,705 | $1.1M | Reduce -25.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 17,055 | $1.0M | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.06% | 33,079 | $1.0M | Add +11.7% |
| NSC Norfolk Southern Corp. | 0.06% | 3,268 | $1.0M | Reduce -9.1% |
| HONA Honeywell Aerospace Inc. | 0.06% | 4,633 | $1.0M | Reduce -15.9% |
| IBMT iShares Ibonds Dec 2031 Muni | 0.06% | 39,362 | $1.0M | Add +27.8% |
| ECL Ecolab Inc. | 0.06% | 3,579 | $997K | Add +2.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.06% | 13,308 | $997K | Add +2.1% |
| TSEM Tower Semiconductor Ltd. | 0.06% | 3,820 | $996K | New |
| NVS Novartis AG-Sponsored ADR | 0.06% | 6,349 | $995K | Add +26.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.06% | 8,319 | $990K | Add +10.1% |
| HON Honeywell International Inc. | 0.06% | 4,414 | $988K | Reduce -19.9% |
| CP Canadian Pacific Kansas City | 0.06% | 11,393 | $987K | Reduce -38.7% |
| CVS CVS Health Corp. | 0.06% | 9,419 | $974K | Reduce -2.1% |
| XLC SS Comm Select Sector SPDR | 0.06% | 9,085 | $973K | New |
| NGG National Grid PLC-SP ADR | 0.06% | 11,736 | $973K | Add +9.6% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 8,774 | $968K | Reduce -42.1% |
| NOK Nokia Corp.-Spon ADR | 0.06% | 72,699 | $965K | New |
| S Sentinelone Inc. Class A | 0.06% | 56,515 | $959K | Reduce -0.1% |
| NOBL Proshares S&P 500 Dividend A | 0.05% | 16,848 | $946K | Reduce -55.4% |
| SCCO Southern Copper Corp. | 0.05% | 5,420 | $944K | Add +32.0% |
| SBUX Starbucks Corp. | 0.05% | 9,129 | $933K | Reduce -4.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 9,397 | $923K | Add +23.9% |
| SCHW Schwab (charles) Corp. | 0.05% | 9,959 | $919K | Reduce -15.8% |
| EAGG iShares ESG Aware US Aggrega | 0.05% | 19,290 | $915K | Add +1.5% |
| SUSC iShares ESG Aware Usd Corpor | 0.05% | 39,492 | $914K | Add +1.5% |
| LMT Lockheed Martin Corp. | 0.05% | 1,781 | $907K | Reduce -5.2% |
| IWO iShares Russell 2000 Growth | 0.05% | 2,300 | $906K | Reduce -30.2% |
| TRV The Travelers Cos Inc. | 0.05% | 2,699 | $891K | Reduce -5.0% |
| PUK Prudential PLC-ADR | 0.05% | 32,683 | $876K | Reduce -0.3% |
| MOG.A Moog Inc. Class A | 0.05% | 2,067 | $876K | Reduce -0.2% |
| ADM Archer-Daniels-Midland Co. | 0.05% | 11,452 | $875K | Reduce -9.5% |
| VST Vistra Corp. | 0.05% | 5,477 | $869K | Add +10.9% |
| MELI MercadoLibre Inc. | 0.05% | 511 | $867K | Reduce -51.8% |
| STX Seagate Technology Holdings | 0.05% | 897 | $866K | New |
| BX Blackstone Inc. | 0.05% | 7,342 | $864K | Reduce -0.7% |
| SNN Smith & Nephew PLC -Spon ADR | 0.05% | 29,660 | $855K | Add +111.3% |
| CMF iShares California Muni Bond | 0.05% | 14,650 | $844K | Add +21.3% |
| DELL Dell Technologies -C | 0.05% | 1,948 | $840K | Reduce -21.6% |
| CSX CSX Corp. | 0.05% | 17,655 | $839K | Reduce -9.5% |
| ILMN Illumina Inc. | 0.05% | 4,668 | $821K | Reduce -82.4% |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 10,457 | $815K | Reduce -0.5% |
| APO Apollo Global Management Inc. | 0.05% | 6,859 | $811K | Add +1.1% |
| TTE Totalenergies SE | 0.05% | 10,356 | $805K | Reduce -0.6% |
| DOV Dover Corp. | 0.05% | 3,570 | $801K | Reduce -3.8% |
| AME Ametek Inc. | 0.05% | 3,303 | $799K | Add +2.8% |
| TECH Bio-Techne Corp. | 0.05% | 11,130 | $786K | Add +0.4% |
| PM Philip Morris International | 0.04% | 4,198 | $759K | Reduce -5.1% |
| ALL Allstate Corp. | 0.04% | 3,188 | $759K | Reduce -2.7% |
| GLW Corning Inc. | 0.04% | 2,966 | $758K | Reduce -65.2% |
| SNY Sanofi-ADR | 0.04% | 17,743 | $757K | Reduce -19.9% |
| BTI British American Tob-SP ADR | 0.04% | 12,129 | $749K | Reduce -10.0% |
| ROP Roper Technologies Inc. | 0.04% | 2,201 | $745K | Reduce -17.1% |
| SONY Sony Group Corp. - SP ADR | 0.04% | 36,617 | $735K | Add +4.1% |
| CWS Advisorshares Equity Focused | 0.04% | 10,692 | $729K | Reduce -41.0% |
| IAU iShares Gold Trust | 0.04% | 9,601 | $725K | Reduce -1.2% |
| XLY SS Consumer Disc Select Sect | 0.04% | 6,137 | $720K | Add +111.7% |
| ADBE Adobe Inc. | 0.04% | 3,493 | $716K | Reduce -18.6% |
| CMI Cummins Inc. | 0.04% | 1,000 | $713K | Reduce -1.2% |
| BDYN iShares DYN Act ETF | 0.04% | 25,079 | $696K | Reduce -37.0% |
| GNR State Street SPDR S&P Global | 0.04% | 10,193 | $686K | New |
| RY Royal Bank of Canada | 0.04% | 3,312 | $685K | Reduce -6.1% |
| EMR Emerson Electric Co. | 0.04% | 4,779 | $684K | Reduce -10.7% |
| AMP Ameriprise Financial Inc. | 0.04% | 1,481 | $679K | Reduce -7.6% |
| WM Waste Management Inc. | 0.04% | 3,040 | $678K | Add +29.8% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.04% | 8,146 | $671K | Reduce -51.0% |
| SYK Stryker Corp. | 0.04% | 2,122 | $668K | Reduce -2.9% |
| XYZ Block Inc. | 0.04% | 8,785 | $668K | Reduce -80.4% |
| NUE Nucor Corp. | 0.04% | 2,980 | $664K | Reduce -8.2% |
| CARR Carrier Global Corp. | 0.04% | 8,976 | $658K | Reduce -6.6% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.04% | 27,793 | $655K | Add +80.4% |
| SHEL Shell PLC-ADR | 0.04% | 8,346 | $647K | Add +10.6% |
| TDY Teledyne Technologies Inc. | 0.04% | 965 | $644K | Reduce -5.8% |
| ITOT iShares Core S&P Total U.S. | 0.04% | 3,915 | $643K | Reduce -22.0% |
| IWD iShares Russell 1000 Value E | 0.04% | 2,643 | $641K | Reduce -2.5% |
| TDG Transdigm Group Inc. | 0.04% | 478 | $637K | Reduce -7.9% |
| WDC Western Digital Corp. | 0.04% | 993 | $634K | Reduce -56.0% |
| AVDE Avantis International Equity | 0.04% | 7,110 | $634K | Add +17.3% |
| MRVL Marvell Technology Inc. | 0.04% | 2,127 | $634K | Reduce -48.1% |
| GD General Dynamics Corp. | 0.04% | 1,785 | $632K | Reduce -2.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.04% | 13,649 | $630K | Reduce -11.8% |
| CINF Cincinnati Financial Corp. | 0.04% | 3,401 | $630K | Reduce -4.0% |
| STLD Steel Dynamics Inc. | 0.04% | 2,737 | $628K | Add +6.3% |
| FLEX Flex Ltd. | 0.04% | 3,866 | $627K | Add +4.3% |
| APP AppLovin Corp. Class A | 0.04% | 1,206 | $621K | Reduce -52.3% |
| RGA Reinsurance Group of America | 0.04% | 2,880 | $612K | Reduce -5.5% |
| VTWO Vanguard Russell 2000 ETF | 0.03% | 4,989 | $606K | Add +0.1% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.03% | 13,844 | $602K | Add +1.5% |
| NAN Nuveen NY QLTY Muni Inc. | 0.03% | 49,552 | $581K | No change |
| NTRA Natera Inc. | 0.03% | 2,135 | $580K | Reduce -33.6% |
| PAYX Paychex Inc. | 0.03% | 5,892 | $579K | Reduce -12.0% |
| IBB iShares Biotechnology ETF | 0.03% | 3,019 | $574K | New |
| VERA Vera Therapeutics Inc. | 0.03% | 13,353 | $573K | Reduce -44.4% |
| ADP Automatic Data Processing | 0.03% | 2,518 | $564K | Reduce -29.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 10,891 | $556K | Reduce -54.3% |
| MLM Martin Marietta Materials | 0.03% | 943 | $544K | Reduce -1.9% |
| XLB SS Materials Select Sector | 0.03% | 10,585 | $538K | New |
| NOC Northrop Grumman Corp. | 0.03% | 1,051 | $535K | Reduce -12.3% |
| IGM iShares Expanded Tech Sector | 0.03% | 3,247 | $531K | New |
| CRCL Circle Internet Group Inc. | 0.03% | 8,397 | $526K | Reduce -86.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.03% | 10,919 | $521K | Reduce -53.1% |
| TIGO Millicom Intl Cellular S.A. | 0.03% | 5,620 | $510K | New |
| MPC Marathon Petroleum Corp. | 0.03% | 1,972 | $504K | Reduce -13.8% |
| IR Ingersoll-Rand Inc. | 0.03% | 6,123 | $502K | Add +0.8% |
| SHW The Sherwin-Williams Co. | 0.03% | 1,457 | $502K | Reduce -17.4% |
| GM General Motors Co. | 0.03% | 6,491 | $500K | Reduce -24.7% |
| LEN Lennar Corp. Class A | 0.03% | 5,473 | $495K | Reduce -11.8% |
| SMMD iShares Russell 2500 ETF | 0.03% | 5,373 | $492K | Reduce -50.4% |
| BLV Vanguard Long-Term Bond ETF | 0.03% | 7,127 | $491K | Reduce -0.2% |
| APD Air Products & Chemicals Inc. | 0.03% | 1,668 | $489K | Reduce -11.0% |
| SCHG Schwab US Large-Cap Growth | 0.03% | 14,346 | $485K | Reduce -51.0% |
| IYT iShares US Transportation Et | 0.03% | 5,590 | $485K | New |
| SCHB Schwab US Broad Market ETF | 0.03% | 16,740 | $485K | Reduce -2.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.03% | 928 | $485K | Reduce -9.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 10,690 | $485K | New |
| RAL Ralliant Corp. | 0.03% | 6,530 | $481K | Reduce -18.8% |
| AEP American Electric Power | 0.03% | 3,503 | $479K | Reduce -22.3% |
| IGEB iShares Investment Grade SYS | 0.03% | 10,491 | $473K | Reduce -22.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 9,675 | $469K | New |
| DVY iShares Select Dividend ETF | 0.03% | 2,970 | $464K | No change |
| RF Regions Financial Corp. | 0.03% | 15,258 | $461K | Reduce -20.1% |
| ORLY O'reilly Automotive Inc. | 0.03% | 4,993 | $460K | Reduce -8.5% |
| ATO Atmos Energy Corp. | 0.03% | 2,661 | $458K | Add +1.6% |
| WMB Williams Cos Inc. | 0.03% | 6,151 | $457K | Add +10.8% |
| XEL Xcel Energy Inc. | 0.03% | 5,626 | $452K | Reduce -0.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.03% | 1,958 | $449K | Reduce -10.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,593 | $448K | Reduce -10.0% |
| AWK American Water Works Co. Inc. | 0.03% | 3,394 | $447K | Add +5.8% |
| APH Amphenol Corp. Class A | 0.03% | 2,512 | $443K | New |
| ARES Ares Management Corp. Class A | 0.03% | 3,974 | $442K | Add +3.6% |
| VZ Verizon Communications Inc. | 0.03% | 10,359 | $439K | Reduce -56.9% |
| CCJ Cameco Corp. | 0.03% | 4,305 | $439K | Reduce -0.3% |
| EOG EOG Resources Inc. | 0.03% | 3,363 | $436K | Reduce -6.0% |
| IBN Icici Bank Ltd.-Spon ADR | 0.03% | 14,981 | $435K | Reduce -2.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.03% | 7,948 | $435K | Reduce -6.5% |
| IDXX Idexx Laboratories Inc. | 0.02% | 815 | $429K | Reduce -13.5% |
| CAH Cardinal Health Inc. | 0.02% | 1,799 | $427K | Reduce -14.4% |
| ZM Zoom Communications Inc. | 0.02% | 4,933 | $426K | New |
| WY Weyerhaeuser Co. | 0.02% | 17,681 | $423K | Reduce -25.7% |
| GILD Gilead Sciences Inc. | 0.02% | 3,335 | $421K | Add +2.7% |
| ARM Arm Holdings PLC-ADR | 0.02% | 1,183 | $419K | New |
| TGT Target Corp. | 0.02% | 3,203 | $418K | Reduce -10.4% |
| SNDK Sandisk Corp. | 0.02% | 183 | $416K | New |
| CASY Casey's General Stores Inc. | 0.02% | 521 | $414K | New |
| JPIE JPMorgan Income ETF | 0.02% | 8,937 | $412K | Reduce -25.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.02% | 6,753 | $411K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 8,719 | $409K | Reduce -2.0% |
| GFI Gold Fields Ltd.-Spons ADR | 0.02% | 12,162 | $409K | Add +37.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 2,254 | $403K | Add +7.5% |
| VOD Vodafone Group PLC-SP ADR | 0.02% | 30,361 | $402K | Reduce -39.5% |
| MDY State Street SPDR S&P Midcap | 0.02% | 570 | $401K | No change |
| ESAB Esab Corp. | 0.02% | 4,039 | $398K | Reduce -1.2% |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 2,710 | $397K | No change |
| MAGS Roundhill Magnificent Seven | 0.02% | 6,129 | $394K | Reduce -36.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 788 | $391K | Reduce -22.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.02% | 1,430 | $391K | Reduce -46.3% |
| PCAR Paccar Inc. | 0.02% | 3,233 | $388K | Reduce -3.1% |
| EMBJ Embraer SA-Spon ADR | 0.02% | 6,067 | $387K | Add +35.7% |
| HSY The Hershey Co. | 0.02% | 2,206 | $387K | Reduce -3.0% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 1,330 | $386K | Add +6.7% |
| TIP iShares Tips Bond ETF | 0.02% | 3,509 | $384K | New |
| PPL PPL Corp. | 0.02% | 10,455 | $380K | Reduce -4.5% |
| NPK National Presto Inds Inc. | 0.02% | 3,033 | $379K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.02% | 3,178 | $368K | New |
| DBX Dropbox Inc. Class A | 0.02% | 13,381 | $368K | Reduce -47.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.02% | 2,548 | $363K | Reduce -6.2% |
| BOX Box Inc. Class A | 0.02% | 13,615 | $361K | Reduce -0.2% |
| MSA Msa Safety Inc. | 0.02% | 2,069 | $361K | Add +0.1% |
| RSG Republic Services Inc. | 0.02% | 1,689 | $360K | Reduce -14.8% |
| XYL Xylem Inc. | 0.02% | 2,994 | $354K | Reduce -2.9% |
| SE Sea Ltd.-ADR | 0.02% | 3,689 | $354K | Reduce -0.4% |
| AIG American International Group | 0.02% | 4,735 | $353K | Reduce -1.4% |
| COHR Coherent Corp. | 0.02% | 878 | $346K | Reduce -18.4% |
| CHRW C.H. Robinson Worldwide Inc. | 0.02% | 1,801 | $339K | Reduce -14.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 1,423 | $339K | Reduce -20.3% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 5,864 | $338K | Reduce -84.6% |
| FLR Fluor Corp. | 0.02% | 6,445 | $338K | Reduce -14.3% |
| VEEV Veeva Systems Inc. Class A | 0.02% | 1,901 | $337K | Reduce -1.8% |
| PFE Pfizer Inc. | 0.02% | 13,942 | $336K | Reduce -2.2% |
| ESP Espey MFG & Electronics Corp. | 0.02% | 4,961 | $334K | No change |
| ALLE Allegion PLC | 0.02% | 2,378 | $334K | Reduce -1.2% |
| BYD Boyd Gaming Corp. | 0.02% | 3,756 | $332K | New |
| TSLX Sixth Street Specialty Lendi | 0.02% | 19,116 | $328K | No change |
| AER Aercap Holdings NV | 0.02% | 2,250 | $328K | Add +3.8% |
| RPM RPM International Inc. | 0.02% | 2,923 | $325K | Reduce -0.5% |
| AVSC Avantis US Small Cap Equity | 0.02% | 4,395 | $322K | Add +7.8% |
| DVN Devon Energy Corp. | 0.02% | 7,719 | $319K | New |
| VTRS Viatris Inc. | 0.02% | 20,061 | $319K | Add +1.7% |
| CFR Cullen/Frost Bankers Inc. | 0.02% | 2,045 | $316K | Reduce -0.3% |
| OSK Oshkosh Corp. | 0.02% | 2,041 | $313K | Reduce -4.5% |
| MCO Moody's Corp. | 0.02% | 685 | $310K | Reduce -6.8% |
| NDAQ Nasdaq Inc. | 0.02% | 3,912 | $308K | Add +0.3% |
| VXF Vanguard Extended Market ETF | 0.02% | 1,234 | $304K | No change |
| KLAC KLA Corp. | 0.02% | 1,000 | $302K | Reduce -35.5% |
| DXCM Dexcom Inc. | 0.02% | 4,478 | $302K | Reduce -1.5% |
| BBJP JPMorgan Betabuilders Japan | 0.02% | 4,000 | $301K | New |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.02% | 5,923 | $299K | Add +23.7% |
| COP Conocophillips | 0.02% | 2,857 | $297K | Reduce -28.7% |
| BDX Becton Dickinson and Co. | 0.02% | 1,960 | $297K | Reduce -18.4% |
| TFC Truist Financial Corp. | 0.02% | 5,953 | $297K | Reduce -1.9% |
| XLI SS Industrial Select Sector | 0.02% | 1,575 | $292K | Reduce -27.2% |
| CME Cme Group Inc. | 0.02% | 1,290 | $285K | Reduce -1.4% |
| PHM Pultegroup Inc. | 0.02% | 2,074 | $285K | Reduce -17.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.02% | 5,403 | $283K | Reduce -34.4% |
| AON Aon PLC Class A | 0.02% | 849 | $282K | Reduce -1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 810 | $279K | No change |
| KEYS Keysight Technologies Inc. | 0.02% | 791 | $277K | Reduce -11.6% |
| CI The Cigna Group | 0.02% | 1,000 | $276K | Reduce -14.9% |
| MMM 3M Co. | 0.02% | 1,702 | $276K | Add +12.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.02% | 5,880 | $275K | New |
| U Unity Software Inc. | 0.02% | 9,587 | $274K | New |
| NKE Nike Inc. Class B | 0.02% | 6,621 | $272K | Reduce -8.3% |
| DUK Duke Energy Corp. | 0.02% | 2,144 | $271K | Reduce -5.5% |
| T AT&T Inc. | 0.02% | 13,092 | $271K | Reduce -27.6% |
| ACN Accenture PLC Class A | 0.02% | 2,174 | $271K | Reduce -24.3% |
| EWJ iShares MSCI Japan ETF | 0.02% | 2,899 | $270K | Add +3.8% |
| HDV iShares Core High Dividend E | 0.02% | 9,535 | $261K | Reduce -51.2% |
| RNG Ringcentral Inc. Class A | 0.01% | 6,667 | $260K | Reduce -64.6% |
| VGK Vanguard Ftse Europe ETF | 0.01% | 2,931 | $260K | New |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.01% | 1,690 | $259K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.01% | 3,797 | $255K | Reduce -7.2% |
| XLE SS Energy Select Sector | 0.01% | 4,776 | $254K | Add +10.9% |
| CEG Constellation Energy | 0.01% | 1,015 | $252K | Reduce -5.5% |
| AVUS Avantis U.S. Equity ETF | 0.01% | 1,967 | $252K | New |
| CTOS Custom Truck One Source Inc. | 0.01% | 21,262 | $251K | Reduce -0.1% |
| HCA HCA Healthcare Inc. | 0.01% | 642 | $250K | Reduce -8.4% |
| TFLO iShares Treasury Floating Ra | 0.01% | 4,929 | $250K | Reduce -10.0% |
| EA Electronic Arts Inc. | 0.01% | 1,213 | $249K | Reduce -21.0% |
| ELV Elevance Health Inc. | 0.01% | 637 | $246K | Reduce -40.2% |
| GL Globe Life Inc. | 0.01% | 1,374 | $246K | Reduce -10.3% |
| VLO Valero Energy Corp. | 0.01% | 940 | $245K | New |
| Q Qnity Electronics Inc. | 0.01% | 1,496 | $244K | New |
| JBL Jabil Inc. | 0.01% | 621 | $239K | New |
| IVE iShares S&P 500 Value ETF | 0.01% | 1,052 | $239K | Reduce -53.1% |
| GOVT iShares US Treasury Bond ETF | 0.01% | 10,452 | $238K | Add +11.2% |
| QTUM Defiance Quantum ETF | 0.01% | 1,427 | $236K | New |
| CDNS Cadence Design SYS Inc. | 0.01% | 626 | $235K | Reduce -17.6% |
| BFLX Ishrs FLX Eq Act ETF | 0.01% | 9,131 | $234K | New |
| AES AES Corp. | 0.01% | 15,855 | $232K | Add +1.0% |
| GVA Granite Construction Inc. | 0.01% | 1,458 | $230K | New |
| GXO Gxo Logistics Inc. | 0.01% | 4,480 | $227K | Reduce -3.7% |
| OTF Blue Owl Technology Finance | 0.01% | 21,454 | $222K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 1,999 | $221K | Reduce -5.1% |
| SNPS Synopsys Inc. | 0.01% | 491 | $219K | Reduce -96.2% |
| QLTA iShares Aaa - A Rated Corpor | 0.01% | 4,604 | $219K | Reduce -27.2% |
| AOS Smith (a.o.) Corp. | 0.01% | 3,473 | $218K | Reduce -15.0% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.01% | 4,178 | $217K | Reduce -24.8% |
| YUM Yum! Brands Inc. | 0.01% | 1,355 | $217K | Reduce -3.7% |
| ALGM Allegro Microsystems Inc. | 0.01% | 3,085 | $215K | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.01% | 4,611 | $214K | Reduce -15.2% |
| EEM iShares MSCI Emerging Market | 0.01% | 3,112 | $213K | Reduce -21.1% |
| ZTS Zoetis Inc. | 0.01% | 2,897 | $208K | Reduce -7.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 3,915 | $207K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 2,334 | $205K | New |
| J Jacobs Solutions Inc. | 0.01% | 1,601 | $202K | Reduce -19.3% |
| EBAY eBay Inc. | 0.01% | 1,800 | $201K | Reduce -26.3% |
| PATH Uipath Inc. Class A | 0.01% | 17,347 | $189K | Add +7.5% |
| SSYS Stratasys Ltd. | 0.01% | 21,060 | $180K | No change |
| SAN Banco Santander SA-Spon ADR | 0.01% | 12,637 | $174K | New |
| CNH CNH Industrial NV | 0.01% | 13,259 | $149K | Reduce -5.4% |
| TDOC Teladoc Health Inc. | 0.01% | 17,058 | $145K | Reduce -37.4% |
| DDD 3D Systems Corp. filed as 3D SYS CORP DEL | 0.01% | 45,962 | $139K | No change |
| XEADX Allspring Income Opport | 0.01% | 16,937 | $110K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 11,220 | $65K | New |
| HCAT Health Catalyst Inc. | 0.00% | 12,477 | $25K | New |
| DCGO Docgo Inc. | 0.00% | 15,000 | $8K | No change |