| DFAU Dimensional US Core Equity M | 3.27% | 193,922 | $9.1M | Add +15.9% |
| DFAI Dimensional International Co. | 2.81% | 204,969 | $7.8M | Reduce -1.9% |
| FPE FT-Preferred Secur & Inc. ETF | 2.64% | 402,441 | $7.3M | Add +3.4% |
| BND Vanguard Total Bond Market | 2.32% | 87,112 | $6.5M | Add +14.5% |
| DFIV Dimensional International Va | 2.03% | 113,238 | $5.7M | Add +2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.66% | 9,453 | $4.6M | Reduce -10.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.65% | 23,964 | $4.6M | Reduce -2.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.65% | 21,611 | $4.6M | Reduce -10.9% |
| EFA iShares MSCI Eafe ETF | 1.54% | 44,564 | $4.3M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 1.49% | 6,599 | $4.1M | Add +3.8% |
| IWF iShares Russell 1000 Growth | 1.32% | 7,776 | $3.7M | Reduce -3.4% |
| DFAS Dimensional US Small Cap ETF | 1.32% | 52,696 | $3.7M | Add +1.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.31% | 27,711 | $3.6M | Reduce -1.4% |
| ITOT iShares Core S&P Total U.S. | 1.31% | 24,443 | $3.6M | Reduce -7.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.27% | 44,192 | $3.5M | Reduce -4.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.22% | 13,115 | $3.4M | Reduce -11.4% |
| DFLV Dim US Large Cap Value ETF | 1.21% | 98,716 | $3.4M | Add +10.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.21% | 23,802 | $3.4M | Reduce -4.3% |
| BSJQ Invesco Bulletshares 2026 HY | 1.15% | 136,955 | $3.2M | Add +12.7% |
| GLD SPDR Gold Shares | 1.11% | 7,783 | $3.1M | Reduce -5.9% |
| AAPL Apple Inc. | 1.10% | 11,278 | $3.1M | Reduce -6.0% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.09% | 31,877 | $3.0M | Reduce -2.8% |
| DFUV Dimensional US Marketwide Va | 1.08% | 64,356 | $3.0M | Add +0.2% |
| NVDA Nvidia Corp. | 1.08% | 16,034 | $3.0M | Reduce -5.3% |
| IVE iShares S&P 500 Value ETF | 1.07% | 14,052 | $3.0M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.07% | 9,431 | $3.0M | Reduce -15.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.04% | 8,645 | $2.9M | Add +0.0% |
| DISV Dimensional International SM | 1.03% | 75,444 | $2.9M | Reduce -0.6% |
| FLOT iShares Floating Rate Bond E | 1.03% | 56,150 | $2.9M | Reduce -14.2% |
| VCIT Vanguard Int-Term Corporate | 1.02% | 33,923 | $2.8M | Reduce -0.2% |
| DFAE Dimensional Emerging Core Eq | 1.01% | 86,415 | $2.8M | Reduce -0.5% |
| DFEV Dimensional Emrg MRKT Val | 1.00% | 82,303 | $2.8M | Reduce -2.3% |
| DUHP Dimensional US High Profi Et | 0.98% | 71,340 | $2.7M | Add +9.3% |
| VIGI Vanguard Int Div App Indx FD | 0.97% | 29,368 | $2.7M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.96% | 9,164 | $2.7M | Reduce -8.7% |
| DFCF Dimensional Core Fixed Inc. | 0.94% | 61,387 | $2.6M | Add +18.8% |
| IVV iShares Core S&P 500 ETF | 0.93% | 3,756 | $2.6M | Add +2.5% |
| VONG Vanguard Russell 1000 Growth | 0.91% | 20,700 | $2.5M | Reduce -7.6% |
| BSJR Invesco Bulletshares 2027 HY | 0.90% | 110,365 | $2.5M | Add +39.7% |
| DFAR Dimensional US Real Est ETF | 0.89% | 108,528 | $2.5M | Add +11.2% |
| EMLP First Trust North American E | 0.87% | 64,015 | $2.4M | Reduce -0.9% |
| VGSH Vanguard Short-Term Treasury | 0.85% | 40,417 | $2.4M | Reduce -8.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.78% | 19,105 | $2.2M | Reduce -6.1% |
| IQLT iShares MSCI International Q | 0.78% | 47,610 | $2.2M | Reduce -7.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.77% | 22,125 | $2.1M | No change |
| IWD iShares Russell 1000 Value E | 0.74% | 9,764 | $2.1M | Add +0.0% |
| DFAT Dimensional US Target Value | 0.74% | 34,384 | $2.0M | Reduce -3.3% |
| VGIT Vanguard Intermediate-Term T | 0.73% | 33,885 | $2.0M | Add +1.0% |
| MSFT Microsoft Corp. | 0.73% | 4,180 | $2.0M | Add +0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.72% | 27,123 | $2.0M | Reduce -2.8% |
| IJH iShares Core S&P Midcap ETF | 0.70% | 29,444 | $1.9M | Reduce -3.8% |
| AHR American Healthcare REIT Inc. | 0.68% | 40,100 | $1.9M | Add +0.0% |
| DFIS Dimensional International SM | 0.66% | 55,936 | $1.8M | Reduce -1.1% |
| ISCF iShares International Small | 0.65% | 43,506 | $1.8M | Reduce -5.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.64% | 19,616 | $1.8M | Reduce -2.6% |
| IXUS iShares Core Intl Stock ETF | 0.62% | 20,426 | $1.7M | Add +11.6% |
| DIHP Dimensional International Hi | 0.62% | 54,094 | $1.7M | Add +2.4% |
| VTIP Vanguard Short-Term Tips | 0.61% | 34,378 | $1.7M | Reduce -7.2% |
| VYM Vanguard High DVD Yield ETF | 0.60% | 11,536 | $1.7M | Add +0.1% |
| BPRE Bluerock Private Real Estate | 0.58% | 106,775 | $1.6M | New |
| SPHQ Invesco S&P 500 Quality ETF | 0.57% | 21,166 | $1.6M | Reduce -4.1% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.56% | 15,096 | $1.5M | Reduce -2.3% |
| DCOR Dimensional US Core Eq 1 ETF | 0.54% | 20,419 | $1.5M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 29,441 | $1.5M | Reduce -0.8% |
| IWP iShares Russell Mid-Cap Grow | 0.53% | 10,685 | $1.5M | Reduce -2.7% |
| VPU Vanguard Utilities ETF | 0.52% | 7,758 | $1.4M | Reduce -2.0% |
| DFSV Dimensional US Small Cap Val | 0.48% | 40,673 | $1.3M | Add +7.8% |
| VFMV Vanguard US Minimum Volatili | 0.48% | 10,167 | $1.3M | Add +2.7% |
| DFIC Dimensional International Co. | 0.47% | 38,256 | $1.3M | Add +3.3% |
| AGZ iShares Agency Bond ETF | 0.45% | 11,409 | $1.3M | Add +16.1% |
| AVGO Broadcom Inc. | 0.45% | 3,584 | $1.2M | Reduce -1.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.42% | 23,998 | $1.2M | Reduce -3.6% |
| TBIL F/M US Treasury 3 Month Bill | 0.42% | 23,183 | $1.2M | Reduce -25.3% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 18,491 | $1.2M | Reduce -6.3% |
| EEM iShares MSCI Emerging Market | 0.42% | 21,095 | $1.2M | Reduce -1.6% |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 6,441 | $1.1M | Reduce -2.1% |
| IMTM iShares MSCI Intl Momentum F | 0.41% | 23,837 | $1.1M | Reduce -22.1% |
| IWO iShares Russell 2000 Growth | 0.40% | 3,469 | $1.1M | No change |
| SCHD Schwab US DVD Equity ETF | 0.37% | 37,917 | $1.0M | Reduce -3.0% |
| IYH iShares U.S. Healthcare ETF | 0.37% | 15,935 | $1.0M | Reduce -0.9% |
| VGLT Vanguard Long-Term Treasury | 0.37% | 18,540 | $1.0M | Add +35.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.37% | 7,271 | $1.0M | Reduce -4.6% |
| FENY Fidelity MSCI Energy Index | 0.36% | 40,141 | $994K | Reduce -18.0% |
| VXUS Vanguard Total Intl Stock | 0.35% | 12,861 | $970K | Add +4.9% |
| FREL Fidelity MSCI RL Est Indx | 0.34% | 34,888 | $938K | Reduce -7.5% |
| BSJS Invesco Bulletshares 2028 HY | 0.33% | 41,274 | $908K | Add +47.9% |
| ICSH iShares Ultra Short Duration | 0.31% | 16,971 | $858K | Reduce -11.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.31% | 4,822 | $855K | Add +1.0% |
| FNCL Fidelity MSCI Financial Indx | 0.30% | 10,717 | $833K | Reduce -3.5% |
| FHLC Fidelity MSCI Health Care | 0.30% | 11,150 | $828K | Reduce -8.3% |
| FUTY Fidelity MSCI US Utilities | 0.29% | 14,616 | $807K | Add +12.3% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.28% | 28,919 | $768K | Add +2.3% |
| AMZN Amazon.com Inc. | 0.27% | 3,294 | $760K | Reduce -3.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.27% | 1 | $755K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.27% | 7,341 | $752K | Reduce -6.0% |
| ISVL iShares International Develo | 0.27% | 15,658 | $745K | Reduce -2.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 2,257 | $682K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 12,344 | $664K | Reduce -4.2% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.24% | 13,708 | $660K | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 5,220 | $627K | Add +0.5% |
| IAGG iShares Intl Aggregate Bond | 0.22% | 12,144 | $607K | Add +22.2% |
| ARTY iShares Future AI & Tech ETF | 0.22% | 12,471 | $601K | Reduce -17.0% |
| GOOG Alphabet Inc. Class C | 0.21% | 1,870 | $587K | Reduce -0.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.21% | 13,213 | $586K | Reduce -0.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 10,096 | $574K | Reduce -21.6% |
| SCHF Schwab Intl Equity ETF | 0.19% | 22,201 | $534K | Add +8.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 5,945 | $532K | Reduce -5.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.19% | 7,397 | $529K | Reduce -17.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.19% | 5,610 | $528K | No change |
| XLK SS Technology Select Sector | 0.19% | 3,656 | $526K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.19% | 4,602 | $524K | Add +4.9% |
| DFSD Dimensional Short Duration | 0.19% | 10,839 | $520K | Reduce -16.2% |
| ITB iShares U.S. Home Constructi | 0.19% | 5,352 | $515K | Add +3.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.17% | 10,732 | $485K | Reduce -46.6% |
| DFNM Dimensional National Muni BD | 0.17% | 10,057 | $484K | Add +0.9% |
| EEMS iShares MSCI Emerging MKT SM | 0.17% | 7,161 | $483K | Reduce -5.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.17% | 8,006 | $482K | Reduce -19.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.17% | 5,826 | $481K | Reduce -10.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.17% | 1,867 | $469K | Reduce -11.1% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 2,429 | $465K | Add +0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.16% | 2,289 | $455K | Add +23.3% |
| VNQ Vanguard Real Estate ETF | 0.16% | 5,088 | $450K | Reduce -13.3% |
| BLCN Siren NXGN Ecnmy ETF-Usd Inc. | 0.16% | 18,761 | $449K | Reduce -8.1% |
| BX Blackstone Inc. | 0.16% | 2,881 | $444K | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 3,563 | $439K | Add +0.0% |
| EQWL Invesco S&P 100 Equal Weight | 0.16% | 3,675 | $434K | Add +1.1% |
| DFIP Dimensional Inflation-Protec | 0.15% | 10,190 | $423K | Add +2.2% |
| NFLX Netflix Inc. | 0.15% | 4,350 | $408K | Reduce -0.7% |
| ENFR Alerian Energy Infrastructur | 0.14% | 12,683 | $399K | Reduce -34.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.14% | 19,940 | $394K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.14% | 19,939 | $390K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 624 | $383K | Add +19.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.14% | 9,182 | $380K | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.14% | 571 | $377K | Add +0.5% |
| TSLA Tesla Inc. | 0.13% | 834 | $375K | Add +32.8% |
| AXP American Express Co. | 0.13% | 1,000 | $370K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 541 | $369K | Add +0.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.13% | 13,384 | $364K | Reduce -9.6% |
| VRT Vertiv Holdings Co. Class A | 0.13% | 2,220 | $360K | Add +0.1% |
| VCLT Vanguard Long-Term Corp. Bond | 0.13% | 4,733 | $359K | New |
| PLD Prologis Inc. | 0.13% | 2,800 | $357K | No change |
| IWB iShares Russell 1000 ETF | 0.13% | 952 | $356K | No change |
| VGT Vanguard Info Tech ETF | 0.13% | 471 | $355K | Reduce -2.5% |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 2,463 | $347K | Reduce -12.3% |
| EME Emcor Group Inc. | 0.13% | 568 | $347K | No change |
| THC Tenet Healthcare Corp. | 0.12% | 1,739 | $346K | No change |
| VDC Vanguard Consumer Staple ETF | 0.12% | 1,537 | $325K | Add +12.0% |
| VHT Vanguard Health Care ETF | 0.12% | 1,124 | $324K | Reduce -20.3% |
| CEG Constellation Energy | 0.11% | 903 | $319K | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 4,017 | $317K | Add +17.7% |
| JPM JPMorgan Chase & Co. | 0.11% | 980 | $316K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.11% | 7,234 | $314K | Add +4.4% |
| CRS Carpenter Technology | 0.11% | 974 | $307K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.11% | 2,949 | $305K | Add +1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 636 | $298K | No change |
| TXN Texas Instruments Inc. | 0.11% | 1,700 | $295K | No change |
| HSCZ iShares Cur HDG MSCI Eafe SM | 0.11% | 7,551 | $294K | Reduce -0.3% |
| HWM Howmet Aerospace Inc. | 0.10% | 1,391 | $285K | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.10% | 1,548 | $281K | No change |
| TIP iShares Tips Bond ETF | 0.10% | 2,546 | $280K | Add +1.5% |
| BIV Vanguard Intermediate-Term B | 0.10% | 3,574 | $278K | Add +42.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.10% | 5,198 | $275K | Reduce -2.5% |
| IBIT iShares Bitcoin Trust ETF | 0.10% | 5,448 | $271K | Add +4.5% |
| HYBL SS Blackstone High Inc. ETF | 0.09% | 9,169 | $261K | New |
| FDRR Fidelity Div ETF Rise Rates | 0.09% | 4,219 | $257K | Add +0.9% |
| FTSL First Trust Senior Loan ETF | 0.09% | 5,479 | $251K | Reduce -20.3% |
| CLS Celestica Inc. | 0.09% | 836 | $247K | No change |
| COST Costco Wholesale Corp. | 0.09% | 286 | $247K | No change |
| ETN Eaton Corp. PLC | 0.09% | 758 | $241K | No change |
| AEP American Electric Power | 0.09% | 2,049 | $236K | No change |
| OMFL Invesco Russell 1000 DYN M/F | 0.08% | 3,832 | $234K | Reduce -35.4% |
| AEM Agnico Eagle Mines Ltd. | 0.08% | 1,375 | $233K | Reduce -3.8% |
| ESLT Elbit Systems Ltd. | 0.08% | 403 | $233K | No change |
| ICF iShares Select U.S. REIT ETF | 0.08% | 3,772 | $225K | No change |
| HCA HCA Healthcare Inc. | 0.08% | 475 | $222K | No change |
| DFGR Dim Global Real Estate ETF | 0.08% | 8,201 | $217K | Reduce -4.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.08% | 2,252 | $212K | Reduce -0.4% |
| TEQI T Rowe Price Equity Income E | 0.08% | 4,639 | $210K | Add +0.3% |
| EMB iShares JP Morgan Usd Emergi | 0.08% | 2,173 | $209K | Reduce -22.6% |
| EW Edwards Lifesciences Corp. | 0.08% | 2,450 | $209K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.07% | 1,889 | $208K | Add +18.0% |
| PG The Procter & Gamble Co. | 0.07% | 1,448 | $208K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.07% | 4,073 | $203K | No change |
| ARCC Ares Capital Corp. | 0.07% | 9,950 | $201K | New |
| CAT Caterpillar Inc. | 0.07% | 351 | $201K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.07% | 3,138 | $201K | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 0.07% | 2,008 | $201K | Reduce -0.6% |
| IVLU iShares MSCI International V | 0.07% | 5,191 | $198K | Add +1.8% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.07% | 6,094 | $197K | Add +0.5% |
| KGC Kinross Gold Corp. | 0.07% | 6,870 | $193K | Reduce -10.2% |
| MU Micron Technology Inc. | 0.07% | 674 | $192K | Add +22366.7% |
| PKST Peakstone Realty Trust | 0.07% | 13,387 | $192K | Reduce -2.6% |
| IAU iShares Gold Trust | 0.07% | 2,304 | $187K | Reduce -4.1% |
| DFAX Dimensional World Ex US Core | 0.07% | 5,640 | $185K | Reduce -1.4% |
| DXCM Dexcom Inc. | 0.07% | 2,775 | $184K | No change |
| JPC Nuveen Prefered & Income Opp | 0.07% | 22,502 | $182K | Add +0.2% |
| DFEM Dimensional Emrg MRKT Core | 0.06% | 5,208 | $172K | Add +0.6% |
| FVAL Fidelity Value Factor ETF | 0.06% | 2,379 | $172K | Add +0.5% |
| FBND Fidelity Total Bond ETF | 0.06% | 3,651 | $168K | Add +0.3% |
| ABBV Abbvie Inc. | 0.06% | 727 | $166K | Reduce -6.2% |
| GOOGL Alphabet Inc. Class A | 0.06% | 528 | $165K | No change |
| MSTR Strategy Inc. | 0.06% | 1,079 | $164K | No change |
| DVY iShares Select Dividend ETF | 0.06% | 1,151 | $162K | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.06% | 2,105 | $162K | Add +0.1% |
| EWD iShares MSCI Sweden ETF | 0.06% | 3,200 | $158K | No change |
| IYM iShares U.S. Basic Materials | 0.06% | 1,014 | $156K | Reduce -9.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 558 | $156K | Add +0.2% |
| ETH Grayscale Ethereum Staking M | 0.06% | 5,506 | $155K | Reduce -3.8% |
| BTC Grayscale Bitcoin Mini ETF | 0.05% | 3,912 | $152K | Reduce -11.0% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 4,561 | $149K | Add +79.5% |
| IEMG iShares Core MSCI Emerging | 0.05% | 2,163 | $145K | Reduce -16.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 2,097 | $143K | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.05% | 1,232 | $141K | Reduce -7.8% |
| SLV iShares Silver Trust | 0.05% | 2,180 | $140K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.05% | 3,262 | $140K | Add +4.7% |
| MCD McDonald's Corp. | 0.05% | 449 | $137K | No change |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.05% | 2,100 | $135K | No change |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.05% | 3,347 | $128K | Add +0.2% |
| FENI Fidelity Enhanced Intl ETF | 0.05% | 3,446 | $126K | Add +0.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.05% | 1,381 | $126K | No change |
| XLF SS Financial Select Sector | 0.04% | 2,268 | $124K | Reduce -52.9% |
| NSC Norfolk Southern Corp. | 0.04% | 430 | $124K | No change |
| LVHI Franklin International Low V | 0.04% | 3,306 | $122K | Add +2.2% |
| LLY Eli Lilly & Co. | 0.04% | 112 | $120K | Add +286.2% |
| EXC Exelon Corp. | 0.04% | 2,694 | $117K | Add +0.8% |
| TCHP T Rowe Price Blue Chip Growt | 0.04% | 2,351 | $117K | No change |
| ORCL Oracle Corp. | 0.04% | 600 | $117K | No change |
| MRK Merck & Co. Inc. | 0.04% | 1,099 | $116K | Add +119.4% |
| JNJ Johnson & Johnson | 0.04% | 557 | $115K | Reduce -1.4% |
| WTMF Wisdomtree MGD Futures Strat | 0.04% | 2,942 | $112K | Reduce -27.0% |
| PSX Phillips 66 | 0.04% | 865 | $112K | Add +0.8% |
| MLPX Global X MLP & Energy Infras | 0.04% | 1,759 | $106K | New |
| MCHI iShares MSCI China ETF | 0.04% | 1,748 | $105K | No change |
| JCPB JPMorgan Core Plus Bond ETF | 0.04% | 2,192 | $104K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 347 | $103K | No change |
| VGK Vanguard Ftse Europe ETF | 0.04% | 1,211 | $101K | Add +0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 1,363 | $100K | Add +0.2% |
| DRI Darden Restaurants Inc. | 0.04% | 541 | $100K | New |
| IWM iShares Russell 2000 ETF | 0.04% | 404 | $99K | No change |
| RDVY First Trust Rising Dividend | 0.04% | 1,431 | $99K | New |
| GEV GE Vernova Inc. | 0.04% | 151 | $99K | Reduce -65.8% |
| BE Bloom Energy Corp. Class A | 0.04% | 1,120 | $97K | New |
| IUSV iShares Core S&P U.S. Value | 0.03% | 945 | $97K | Add +21.1% |
| V Visa Inc. Class A | 0.03% | 270 | $95K | No change |
| GLDM SPDR Gold Minishares Trust | 0.03% | 1,065 | $91K | No change |
| DFAW Dimensional World Eqty ETF | 0.03% | 1,228 | $91K | Add +124.9% |
| IYE iShares U.S. Energy ETF | 0.03% | 1,903 | $90K | No change |
| FDHY Fidelity Enh Hi YLD ETF | 0.03% | 1,820 | $90K | Add +1.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.03% | 2,699 | $88K | Add +0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 916 | $88K | Add +0.3% |
| FVD First Trust Value Line DVD | 0.03% | 1,889 | $87K | No change |
| IYW iShares Ustechnology ETF | 0.03% | 434 | $87K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 180 | $87K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 717 | $86K | No change |
| XRLX Fundx Conservative ETF | 0.03% | 1,877 | $86K | Reduce -12.3% |
| EWG iShares MSCI Germany ETF | 0.03% | 2,025 | $86K | No change |
| SGOL Abrdn Physical Gold Shares | 0.03% | 2,062 | $85K | Add +106.2% |
| PNC PNC Financial Services Group | 0.03% | 402 | $84K | No change |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.03% | 676 | $84K | Add +4.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.03% | 2,312 | $83K | Add +1292.8% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 586 | $82K | Add +2.1% |
| TPR Tapestry Inc. | 0.03% | 636 | $81K | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.03% | 1,182 | $80K | Add +1.9% |
| MA Mastercard Inc. Class A | 0.03% | 139 | $79K | No change |
| AMGN Amgen Inc. | 0.03% | 240 | $79K | No change |
| MPC Marathon Petroleum Corp. | 0.03% | 482 | $78K | No change |
| AMD Advanced Micro Devices | 0.03% | 362 | $78K | Reduce -0.8% |
| XLV SS Health Care Select Sector | 0.03% | 500 | $77K | No change |
| FDVV Fidelity High Dividend ETF | 0.03% | 1,360 | $77K | Add +200.9% |
| IDV iShares International Select | 0.03% | 1,950 | $77K | New |
| IMCB iShares Morningstar Mid-Cap | 0.03% | 924 | $76K | Reduce -0.1% |
| XSMO Invesco S&P Smallcap Momentu | 0.03% | 1,060 | $76K | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 0.03% | 1,608 | $75K | Reduce -15.3% |
| PEP Pepsico Inc. | 0.03% | 520 | $75K | No change |
| ADP Automatic Data Processing | 0.03% | 282 | $73K | No change |
| AVAV Aerovironment Inc. | 0.03% | 300 | $73K | No change |
| FDIG Fidelity Crypto Indu & DGTL | 0.03% | 1,854 | $71K | Reduce -5.3% |
| GRPM Invesco S&P Midcap 400 Garp | 0.03% | 593 | $71K | Add +0.2% |
| XAR SS SPDR S&P Aerospace Def | 0.03% | 288 | $69K | Reduce -3.0% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.02% | 1,337 | $69K | Add +11.2% |
| HD Home Depot Inc. | 0.02% | 200 | $69K | No change |
| UNP Union Pacific Corp. | 0.02% | 296 | $68K | No change |
| VFQY Vanguard U.S. Quality Factor | 0.02% | 442 | $68K | No change |
| CVS CVS Health Corp. | 0.02% | 852 | $68K | Add +0.8% |
| BA The Boeing Co. | 0.02% | 311 | $68K | No change |
| SPG Simon Property Group Inc. | 0.02% | 355 | $66K | No change |
| KO The Coca-Cola Co. | 0.02% | 934 | $65K | Reduce -27.3% |
| VCRB Vanguard Core Bond ETF | 0.02% | 777 | $61K | Add +1.6% |
| LQDH iShares Int Hedg Corp. BD ETF | 0.02% | 645 | $60K | Add +17.3% |
| DXIV Dimensional Intr Vtor E ETF | 0.02% | 921 | $60K | No change |
| RTX RTX Corp. | 0.02% | 324 | $59K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 860 | $59K | No change |
| FLTB Fidelity Ltd. TRM BND ETF | 0.02% | 1,143 | $58K | Reduce -13.2% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.02% | 1,579 | $57K | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 0.02% | 2,133 | $57K | Add +0.2% |
| CVX Chevron Corp. | 0.02% | 375 | $57K | No change |
| EWC iShares MSCI Canada ETF | 0.02% | 1,054 | $57K | No change |
| PAVE Global X US Infrastructure | 0.02% | 1,182 | $56K | No change |
| IDCC Interdigital Inc. | 0.02% | 175 | $56K | No change |
| MATX Matson Inc. | 0.02% | 450 | $56K | No change |
| ITA iShares U.S. Aerospace & Def | 0.02% | 259 | $56K | Reduce -3.4% |
| GIS General Mills Inc. | 0.02% | 1,177 | $55K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.02% | 243 | $55K | Reduce -26.6% |
| TLT iShares 20+ Year Treasury BD | 0.02% | 625 | $54K | Add +1.6% |
| NCNA Nucana PLC-ADR | 0.02% | 15,000 | $54K | No change |
| ES Eversource Energy | 0.02% | 787 | $53K | No change |
| FSLR First Solar Inc. | 0.02% | 200 | $52K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 454 | $52K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.02% | 566 | $52K | Add +1.3% |
| IP International Paper Co. | 0.02% | 1,300 | $51K | No change |
| SCHW Schwab (charles) Corp. | 0.02% | 501 | $50K | Add +0.2% |
| SUPN Supernus Pharmaceuticals Inc. | 0.02% | 1,000 | $50K | No change |
| IHI iShares U.S. Medical Devices | 0.02% | 793 | $49K | Add +27.5% |
| UNH Unitedhealth Group Inc. | 0.02% | 140 | $46K | No change |
| SDVY First Trust Smid Cap Rising | 0.02% | 1,199 | $46K | No change |
| ILCG iShares Morningstar Growth E | 0.02% | 437 | $46K | No change |
| VCR Vanguard Consumer Discre ETF | 0.02% | 115 | $45K | No change |
| AB Alliancebernstein Holding LP | 0.02% | 1,174 | $45K | Add +2.2% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 146 | $45K | Reduce -22.8% |
| IONQ Ionq Inc. | 0.02% | 996 | $45K | No change |
| IOO iShares Global 100 ETF | 0.02% | 351 | $44K | No change |
| RGLD Royal Gold Inc. | 0.02% | 200 | $44K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.02% | 1,151 | $44K | Reduce -7.9% |
| EWU iShares MSCI United Kingdom | 0.02% | 1,000 | $44K | No change |
| MMM 3M Co. | 0.02% | 274 | $44K | No change |
| TRV The Travelers Cos Inc. | 0.02% | 150 | $44K | No change |
| VIOV Vanguard S&P Small-Cap 600 V | 0.02% | 436 | $43K | Add +32.9% |
| IWV iShares Russell 3000 ETF | 0.02% | 110 | $43K | No change |
| IEV iShares Europe ETF | 0.01% | 600 | $41K | No change |
| EMKT Lazard Em Opportunities ETF | 0.01% | 1,632 | $41K | New |
| EWH iShares MSCI Hong Kong ETF | 0.01% | 1,925 | $41K | No change |
| SNPS Synopsys Inc. | 0.01% | 87 | $41K | Reduce -50.3% |
| EWJ iShares MSCI Japan ETF | 0.01% | 506 | $41K | Reduce -39.0% |
| PFE Pfizer Inc. | 0.01% | 1,601 | $40K | Add +29.5% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.01% | 394 | $40K | Add +1.8% |
| TGT Target Corp. | 0.01% | 400 | $39K | No change |
| UPRO Proshares Ultrapro S&P 500 | 0.01% | 336 | $39K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.01% | 455 | $38K | Reduce -11.7% |
| VKTX Viking Therapeutics Inc. | 0.01% | 1,063 | $37K | No change |
| CRM Salesforce Inc. | 0.01% | 140 | $37K | No change |
| EVRG Evergy Inc. | 0.01% | 510 | $37K | No change |
| BLK BlackRock Inc. | 0.01% | 34 | $36K | No change |
| VZ Verizon Communications Inc. | 0.01% | 878 | $36K | Add +0.6% |
| IYK iShares US Consumer Staples | 0.01% | 530 | $35K | Add +0.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 246 | $35K | Reduce -25.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 654 | $35K | Add +1.6% |
| RIVN Rivian Automotive Inc. Class A | 0.01% | 1,737 | $34K | Add +96.3% |
| WMT Walmart Inc. | 0.01% | 307 | $34K | Reduce -1.0% |
| FMED Fidelity Disrupt Medicin ETF | 0.01% | 1,260 | $34K | Add +44.0% |
| ACN Accenture PLC Class A | 0.01% | 127 | $34K | No change |
| IBLC iShares Blockchain & Tech | 0.01% | 798 | $33K | No change |
| PPA Invesco Aerospace & Defense | 0.01% | 208 | $33K | No change |
| QCOM Qualcomm Inc. | 0.01% | 190 | $32K | Add +113.5% |
| DFAC Dimensional US Core Equity 2 | 0.01% | 820 | $32K | No change |
| SSK Rex Osprey Sol Staking ETF | 0.01% | 1,698 | $32K | Add +462.3% |
| XRPI XRP ETF | 0.01% | 3,037 | $32K | No change |
| VFMF Vanguard US Multifactor ETF | 0.01% | 212 | $32K | Add +0.5% |
| HPF John Hancock Prefer Inc. II | 0.01% | 1,975 | $32K | No change |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | 0.01% | 314 | $32K | No change |
| PM Philip Morris International | 0.01% | 197 | $32K | Add +0.5% |
| GPOR Gulfport Energy Corp. | 0.01% | 150 | $31K | No change |
| FDX FedEx Corp. | 0.01% | 107 | $31K | No change |
| AMX America Movil Sab DE CV | 0.01% | 1,493 | $31K | No change |
| BXP BXP Inc. | 0.01% | 449 | $30K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 814 | $30K | No change |
| ZAP GX US Electrification ETF | 0.01% | 1,034 | $30K | No change |
| ORMP Oramed Pharmaceuticals Inc. | 0.01% | 10,540 | $30K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 262 | $30K | No change |
| SCHP Schwab U.S. Tips ETF | 0.01% | 1,117 | $30K | Reduce -24.0% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 132 | $29K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 365 | $28K | Reduce -13.5% |
| RDY Dr. Reddy's Laboratories-ADR | 0.01% | 2,000 | $28K | No change |
| ICLR Icon PLC | 0.01% | 150 | $27K | No change |
| SYY Sysco Corp. | 0.01% | 364 | $27K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 493 | $27K | No change |
| ITEQ Amplify Bluestar Israel Tech | 0.01% | 455 | $26K | Add +0.9% |
| SCHB Schwab US Broad Market ETF | 0.01% | 1,006 | $26K | Add +4.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.01% | 540 | $26K | No change |
| CHAT Roundhill Gen AI & Tech ETF | 0.01% | 442 | $26K | No change |
| ENPH Enphase Energy Inc. | 0.01% | 800 | $26K | Add +77.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.01% | 292 | $25K | No change |
| T AT&T Inc. | 0.01% | 1,012 | $25K | Reduce -3.4% |
| FSMD Fidelity Small-Mid Multifact | 0.01% | 567 | $25K | Add +0.3% |
| UPS United Parcel Service Class B | 0.01% | 252 | $25K | No change |
| FYC First Trust Small Cap Growth | 0.01% | 258 | $25K | No change |
| VFVA Vanguard U.S. Value Factor | 0.01% | 185 | $25K | Add +0.5% |
| SWX Southwest Gas Holdings Inc. | 0.01% | 300 | $24K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 470 | $24K | Add +27.0% |
| WTAI Wisdomtree AI and Innovation | 0.01% | 810 | $24K | No change |
| EMMF Wisdomtree Emerging Markets | 0.01% | 746 | $24K | Add +0.7% |
| ADBE Adobe Inc. | 0.01% | 66 | $23K | No change |
| MKC.V McCormick & Co. Inc. VTG Com | 0.01% | 337 | $23K | No change |
| CI The Cigna Group | 0.01% | 83 | $23K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.01% | 217 | $23K | No change |
| EZU iShares MSCI Eurozone ETF | 0.01% | 350 | $22K | No change |
| NBET Neuberger Energy Transition | 0.01% | 682 | $22K | No change |
| VOX Vanguard Communication Servi | 0.01% | 114 | $22K | No change |
| BOTZ Global X Robotics & Artifici | 0.01% | 577 | $21K | No change |
| DHR Danaher Corp. | 0.01% | 91 | $21K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 730 | $21K | No change |
| AIQ Global X Art Intel & Tech | 0.01% | 407 | $21K | Reduce -7.3% |
| IBB iShares Biotechnology ETF | 0.01% | 122 | $21K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 367 | $20K | Reduce -30.2% |
| CIEN Ciena Corp. | 0.01% | 86 | $20K | No change |
| VFMO Vanguard US Momentum Factor | 0.01% | 105 | $20K | No change |
| INDA iShares MSCI India ETF | 0.01% | 361 | $20K | No change |
| SOLZ Solana ETF | 0.01% | 1,526 | $19K | New |
| TRGP Targa Resources Corp. | 0.01% | 104 | $19K | Add +1.0% |
| CL Colgate-Palmolive Co. | 0.01% | 237 | $19K | No change |
| INTC Intel Corp. | 0.01% | 500 | $18K | No change |
| SBUX Starbucks Corp. | 0.01% | 217 | $18K | Add +0.5% |
| VFH Vanguard Financials ETF | 0.01% | 135 | $18K | Reduce -86.5% |
| AXIL Axil Brands Inc. | 0.01% | 2,501 | $17K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 200 | $17K | No change |
| TAN Invesco Solar ETF | 0.01% | 350 | $17K | No change |
| KHC The Kraft Heinz Co. | 0.01% | 708 | $17K | Add +0.8% |
| DIVI Franklin International Core | 0.01% | 429 | $17K | New |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.01% | 137 | $17K | No change |
| SHLD Global X Defense Tech ETF | 0.01% | 251 | $16K | Reduce -30.5% |
| SIZE iShares MSCI USA Size Factor | 0.01% | 96 | $16K | New |
| SCHH Schwab US REIT ETF | 0.01% | 735 | $15K | Add +24.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.01% | 365 | $15K | Add +0.6% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.01% | 203 | $15K | New |
| FLRN SS SPDR BB Ig Float RT ETF | 0.01% | 487 | $15K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 338 | $14K | No change |
| ABT Abbott Laboratories | 0.01% | 115 | $14K | No change |
| DIAL Columbia Divers Fix Inc. ETF | 0.01% | 776 | $14K | Reduce -58.9% |
| PGZ Principal Real Estate Income | 0.01% | 1,420 | $14K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 176 | $14K | Reduce -59.5% |
| GEHC GE Healthcare Technology | 0.01% | 171 | $14K | No change |
| DXUV Dimensional US Vtor Eqty ETF | 0.00% | 226 | $14K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 1,030 | $14K | Reduce -12.9% |
| BAI Ishrs AI in and Tech Act ETF | 0.00% | 400 | $13K | No change |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.00% | 400 | $13K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 185 | $13K | No change |
| IXC iShares Global Energy ETF | 0.00% | 300 | $13K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 739 | $12K | No change |
| IWL iShares Russell Top 200 ETF | 0.00% | 69 | $12K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 83 | $11K | No change |
| M Macy's Inc. | 0.00% | 519 | $11K | Add +1.2% |
| EPP iShares MSCI Pacific Ex Japa | 0.00% | 225 | $11K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 372 | $11K | No change |
| RGTI Rigetti Computing Inc. | 0.00% | 500 | $11K | No change |
| GARP iShares MSCI USA Quality Gar | 0.00% | 159 | $11K | No change |
| ETHA iShares Ethereum Trust ETF | 0.00% | 470 | $11K | Add +56.7% |
| IDHQ Invesco S&P International DE | 0.00% | 297 | $10K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 650 | $10K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 28 | $10K | No change |
| CLX Clorox Company | 0.00% | 100 | $10K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 50 | $10K | No change |
| BR Broadridge Financial Solutio | 0.00% | 45 | $10K | No change |
| SBLK Star Bulk Carriers Corp. | 0.00% | 520 | $10K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 139 | $10K | No change |
| BDX Becton Dickinson and Co. | 0.00% | 50 | $10K | No change |
| DJT Trump Media & Technology Gro | 0.00% | 701 | $9K | No change |
| EDIV State Street SPDR S&P Emergi | 0.00% | 228 | $9K | No change |
| MGM MGM Resorts International | 0.00% | 240 | $9K | No change |
| PFFD Global X US Preferred ETF | 0.00% | 463 | $9K | Reduce -59.5% |
| FDEM Fidelity Emrg MRKT Multifact | 0.00% | 280 | $9K | New |
| CHTR Charter Communications Inc. Class A | 0.00% | 40 | $8K | No change |
| ACWV iShares MSCI Global Min Vol | 0.00% | 70 | $8K | No change |
| ADT Adt Inc. | 0.00% | 1,008 | $8K | Add +99.6% |
| AMLP Alerian MLP ETF | 0.00% | 171 | $8K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 18 | $8K | Reduce -56.1% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 144 | $8K | No change |
| USCI United States Commodity Inde | 0.00% | 100 | $8K | No change |
| NIO Nio Inc. - ADR | 0.00% | 1,500 | $8K | No change |
| OVV Ovintiv Inc. | 0.00% | 194 | $8K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 30 | $8K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 468 | $8K | No change |
| MFG Mizuho Financial Group-ADR | 0.00% | 1,000 | $7K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 165 | $7K | New |
| UL Unilever PLC-Sponsored ADR | 0.00% | 110 | $7K | Reduce -0.2% |
| YOLO Advisorshares Pure Cannabis | 0.00% | 2,148 | $7K | No change |
| WFC Wells Fargo & Co. | 0.00% | 75 | $7K | No change |
| IYR iShares US Real Estate ETF | 0.00% | 74 | $7K | No change |
| SLVM Sylvamo Corp. | 0.00% | 135 | $7K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 208 | $6K | Reduce -62.9% |
| ACB Aurora Cannabis Inc. | 0.00% | 1,500 | $6K | Add +50.0% |
| SMLF iShares US Smallcap Equity F | 0.00% | 83 | $6K | New |
| GT Goodyear Tire & Rubber Co. | 0.00% | 700 | $6K | Add +133.3% |
| LUV Southwest Airlines Co. | 0.00% | 148 | $6K | Reduce -0.7% |
| KDP Keurig Dr Pepper Inc. | 0.00% | 216 | $6K | No change |
| FTHY First Trust Hi YLD Opp 2027 | 0.00% | 425 | $6K | Add +1.9% |
| XRPN Armada Acquisition Class A | 0.00% | 582 | $6K | New |
| RAL Ralliant Corp. | 0.00% | 117 | $6K | No change |
| LDEM iShares ESG MSCI Em Leaders | 0.00% | 101 | $6K | Add +2.0% |
| ASH Ashland Inc. | 0.00% | 100 | $6K | No change |
| BIZD Vaneck BDC Income ETF | 0.00% | 398 | $6K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 189 | $6K | No change |
| PLTK Playtika Holding Corp. | 0.00% | 1,364 | $5K | Add +45.4% |
| HSIC Henry Schein Inc. | 0.00% | 71 | $5K | No change |
| SOLS Solstice Adv Materials Inc. | 0.00% | 110 | $5K | Add +780.0% |
| HPE Hewlett Packard Enterprise | 0.00% | 205 | $5K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 50 | $5K | No change |
| STGW Stagwell Inc. | 0.00% | 1,000 | $5K | Add +42.9% |
| FCPT Four Corners Property Trust | 0.00% | 203 | $5K | New |
| FDM First Trust Dow J Select Mic | 0.00% | 59 | $5K | Add +1.7% |
| HPQ HP Inc. | 0.00% | 205 | $5K | No change |
| VLO Valero Energy Corp. | 0.00% | 28 | $5K | No change |
| IVT Inventrust Properties Corp. | 0.00% | 161 | $5K | No change |
| TLRY Tilray Brands Inc. | 0.00% | 500 | $5K | Add +100.0% |
| EWQ iShares MSCI France ETF | 0.00% | 100 | $4K | No change |
| DBAW Xtrackers MSCI All World Ex | 0.00% | 107 | $4K | Add +1.9% |
| DGRO iShares Core Dividend Growth | 0.00% | 60 | $4K | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.00% | 256 | $4K | Reduce -47.6% |
| EOG EOG Resources Inc. | 0.00% | 34 | $4K | No change |
| HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS | 0.00% | 155 | $3K | No change |
| HAL Halliburton Co. | 0.00% | 120 | $3K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 76 | $3K | Add +4.1% |
| GIL Gildan Activewear Inc. | 0.00% | 54 | $3K | New |
| MET Metlife Inc. | 0.00% | 42 | $3K | No change |
| CHWY Chewy Inc. Class A | 0.00% | 100 | $3K | No change |
| VTWG Vanguard Russell 2000 Growth | 0.00% | 14 | $3K | No change |
| PSR Invesco Active US Real Estat | 0.00% | 35 | $3K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 32 | $3K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 10 | $3K | No change |
| VLTO Veralto Corp. | 0.00% | 30 | $3K | No change |
| BHC Bausch Health Cos Inc. | 0.00% | 372 | $3K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 17 | $2K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 54 | $2K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 27 | $2K | No change |
| SNDK Sandisk Corp. | 0.00% | 10 | $2K | New |
| RWJ Invesco S&P Smallcap 600 | 0.00% | 48 | $2K | No change |
| OMC Omnicom Group | 0.00% | 29 | $2K | New |
| HPS John Hancock Prefer Inc. III | 0.00% | 150 | $2K | No change |
| OSK Oshkosh Corp. | 0.00% | 17 | $2K | Reduce -46.9% |
| WBD Warner Bros Discovery Inc. | 0.00% | 72 | $2K | No change |
| SEV Aptera Motors Corp. Class B | 0.00% | 483 | $2K | New |
| COP Conocophillips | 0.00% | 22 | $2K | No change |
| BGC BGC Group Inc. Class A | 0.00% | 230 | $2K | No change |
| UBER Uber Technologies Inc. | 0.00% | 25 | $2K | No change |
| XYZ Block Inc. | 0.00% | 30 | $2K | No change |
| XSW SS SPDR S&P Soft & Serv ETF | 0.00% | 10 | $2K | New |
| C Citigroup Inc. | 0.00% | 16 | $2K | No change |
| XXI Twenty One Capital Inc. Class A | 0.00% | 210 | $2K | New |
| RILY BRC Group Holdings Inc. filed as B. RILEY FINANCIAL INC | 0.00% | 391 | $2K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 38 | $2K | No change |
| GOOD Gladstone Commercial Corp. | 0.00% | 162 | $2K | Add +2.5% |
| PCEF Invesco Cef Income Composite | 0.00% | 82 | $2K | Reduce -39.3% |
| USB US Bancorp | 0.00% | 30 | $2K | No change |
| BOXX Alpha Architect 1-3 MNTH Box | 0.00% | 12 | $1K | New |
| RWO State Street SPDR Dow Jones | 0.00% | 30 | $1K | No change |
| SPHR Sphere Entertainment Co. | 0.00% | 13 | $1K | Reduce -50.0% |
| VFC VF Corp. | 0.00% | 68 | $1K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 60 | $1K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 15 | $1K | No change |
| IWY iShares Russell Top 200 Grow | 0.00% | 4 | $1K | No change |
| HOG Harley-Davidson Inc. | 0.00% | 50 | $1K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 17 | $995 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 34 | $904 | No change |
| COWG Pacer US LRG Cap Cows GR LD | 0.00% | 25 | $881 | No change |
| JNK SS SPDR BB High Yield Bond | 0.00% | 9 | $827 | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 18 | $741 | No change |
| HAUZ Xtrackers Intl Real Estate | 0.00% | 31 | $720 | No change |
| JD Jd.com Inc.-ADR | 0.00% | 25 | $718 | No change |
| OKLO Oklo Inc. | 0.00% | 8 | $575 | New |
| KTB Kontoor Brands Inc. | 0.00% | 9 | $550 | No change |
| DOCU Docusign Inc. | 0.00% | 8 | $548 | No change |
| TAK Takeda Pharmaceutic-SP ADR | 0.00% | 35 | $546 | No change |
| OGN Organon & Co. | 0.00% | 75 | $538 | Add +476.9% |
| ZM Zoom Communications Inc. | 0.00% | 5 | $432 | No change |
| PINS Pinterest Inc. Class A | 0.00% | 16 | $415 | No change |
| AAL American Airlines Group Inc. | 0.00% | 26 | $399 | No change |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 24 | $381 | No change |
| LITE Lumentum Holdings Inc. | 0.00% | 1 | $369 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 5 | $324 | No change |
| GME Gamestop Corp. Class A | 0.00% | 15 | $302 | No change |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 3 | $300 | Reduce -25.0% |
| VTRS Viatris Inc. | 0.00% | 24 | $299 | No change |
| DHS Wisdomtree US High Dividend | 0.00% | 3 | $286 | No change |
| WAB Wabtec Corp. | 0.00% | 1 | $214 | No change |
| MJ Amplify Alternat Harvest ETF | 0.00% | 7 | $209 | No change |
| UPST Upstart Holdings Inc. | 0.00% | 4 | $175 | No change |
| VIAV Viavi Solutions Inc. | 0.00% | 7 | $125 | No change |
| ANGX Angel Studios Inc. | 0.00% | 26 | $122 | New |
| FVRR Fiverr International Ltd. | 0.00% | 6 | $119 | No change |
| BSJV Invesco Bulletshares 2031 HY | 0.00% | 4 | $109 | New |
| BSJU Invesco Bulletshares 2030 HY | 0.00% | 4 | $106 | New |
| BSJT Invesco Bulletshares 2029 HY | 0.00% | 4 | $87 | New |
| MED Medifast Inc. | 0.00% | 7 | $75 | No change |