| VOO Vanguard S&P 500 ETF | 33.18% | 276,212 | $173.2M | Add +5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.89% | 84,385 | $41.2M | Add +5.7% |
| SPIB SS SPDR P Int C Corp. ETF | 3.97% | 612,998 | $20.7M | Add +7.9% |
| GMUB GS Municipal Income ETF | 2.66% | 271,777 | $13.9M | Add +73.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.60% | 151,914 | $13.6M | Add +24.9% |
| VTI VG Morningstar TS MKT ETF-US | 2.58% | 40,113 | $13.4M | Reduce -0.1% |
| XNTK SS SPDR Nyse Tech ETF | 2.49% | 46,712 | $13.0M | Add +25.8% |
| VGK Vanguard Ftse Europe ETF | 1.75% | 109,580 | $9.2M | Add +17.2% |
| AAAU Goldman Sachs Physical Gold | 1.66% | 203,122 | $8.6M | Add +47.5% |
| PLTR Palantir Technologies Inc. Class A | 1.57% | 46,223 | $8.2M | Reduce -0.1% |
| BKLN Invesco Senior Loan ETF | 1.41% | 350,294 | $7.4M | Add +988.4% |
| NVDA Nvidia Corp. | 1.34% | 37,646 | $7.0M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 1.26% | 20,935 | $6.6M | Add +3.4% |
| TSLA Tesla Inc. | 1.21% | 14,051 | $6.3M | Reduce -7.3% |
| MSFT Microsoft Corp. | 1.20% | 12,987 | $6.3M | Add +4.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.05% | 51,410 | $5.5M | Reduce -5.2% |
| JPM JPMorgan Chase & Co. | 0.94% | 15,151 | $4.9M | Reduce -4.3% |
| AMZN Amazon.com Inc. | 0.78% | 17,636 | $4.1M | Add +12.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 7,936 | $4.0M | Add +15.7% |
| V Visa Inc. Class A | 0.75% | 11,219 | $3.9M | Add +7.0% |
| AAPL Apple Inc. | 0.70% | 13,486 | $3.7M | Add +24.1% |
| JQUA JPMorgan US Quality Factor | 0.66% | 54,810 | $3.5M | Reduce -22.8% |
| CAIE Calamos Autocallable Inc. ETF | 0.65% | 126,139 | $3.4M | Add +473.6% |
| ABBV Abbvie Inc. | 0.60% | 13,784 | $3.1M | Reduce -10.7% |
| NRG NRG Energy Inc. | 0.60% | 19,550 | $3.1M | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 0.56% | 3,304 | $2.9M | Add +14.3% |
| WMT Walmart Inc. | 0.55% | 25,797 | $2.9M | Add +8.2% |
| SCCO Southern Copper Corp. | 0.51% | 18,525 | $2.7M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.50% | 2,405 | $2.6M | Add +68.5% |
| PANW Palo Alto Networks Inc. | 0.43% | 12,192 | $2.2M | Add +11.9% |
| CSCO Cisco Systems Inc. | 0.42% | 28,654 | $2.2M | Reduce -42.0% |
| SUSA iShares ESG Optimized MSCI U | 0.42% | 15,629 | $2.2M | Add +10.7% |
| BX Blackstone Inc. | 0.41% | 14,024 | $2.2M | Reduce -12.5% |
| GNRC Generac Holdings Inc. | 0.41% | 15,801 | $2.2M | Reduce -6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 2,784 | $1.9M | Reduce -17.6% |
| PFG Principal Financial Group | 0.36% | 21,508 | $1.9M | Reduce -11.3% |
| WMB Williams Cos Inc. | 0.36% | 31,108 | $1.9M | Reduce -9.9% |
| MCD McDonald's Corp. | 0.36% | 6,082 | $1.9M | Reduce -9.8% |
| T AT&T Inc. | 0.35% | 74,467 | $1.8M | Reduce -8.7% |
| TSCO Tractor Supply Company | 0.34% | 35,850 | $1.8M | Reduce -11.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 2,787 | $1.7M | Add +104.0% |
| L Loews Corp. | 0.33% | 16,225 | $1.7M | No change |
| LRCX Lam Research Corp. | 0.32% | 9,900 | $1.7M | No change |
| AVGO Broadcom Inc. | 0.32% | 4,790 | $1.7M | Add +9.3% |
| MRK Merck & Co. Inc. | 0.32% | 15,737 | $1.7M | Reduce -12.4% |
| WPM Wheaton Precious Metals Corp. | 0.31% | 13,950 | $1.6M | No change |
| DVY iShares Select Dividend ETF | 0.31% | 11,520 | $1.6M | Add +96.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 20,117 | $1.6M | No change |
| BKR Baker Hughes Co. | 0.31% | 35,212 | $1.6M | New |
| LMT Lockheed Martin Corp. | 0.31% | 3,300 | $1.6M | Reduce -12.6% |
| OHI Omega Healthcare Investors | 0.31% | 35,983 | $1.6M | Reduce -14.2% |
| COIN Coinbase Global Inc. Class A | 0.31% | 7,055 | $1.6M | Add +33.1% |
| FCX Freeport-McMoran Inc. | 0.29% | 29,821 | $1.5M | Reduce -1.8% |
| CMI Cummins Inc. | 0.29% | 2,950 | $1.5M | No change |
| VFH Vanguard Financials ETF | 0.28% | 10,836 | $1.4M | Reduce -15.4% |
| PM Philip Morris International | 0.28% | 8,951 | $1.4M | Reduce -9.9% |
| NEE Nextera Energy Inc. | 0.27% | 17,829 | $1.4M | Add +221.6% |
| META Meta Platforms Inc. Class A | 0.27% | 2,159 | $1.4M | Add +311.2% |
| MO Altria Group Inc. | 0.27% | 24,635 | $1.4M | Reduce -12.5% |
| IEMG iShares Core MSCI Emerging | 0.27% | 20,927 | $1.4M | New |
| PG The Procter & Gamble Co. | 0.27% | 9,816 | $1.4M | Reduce -13.3% |
| OKE Oneok Inc. | 0.27% | 18,993 | $1.4M | Reduce -13.1% |
| ORCL Oracle Corp. | 0.26% | 7,044 | $1.4M | Add +4.8% |
| AMLP Alerian MLP ETF | 0.26% | 29,154 | $1.4M | Reduce -11.2% |
| DHT DHT Holdings Inc. | 0.26% | 111,889 | $1.4M | Reduce -15.0% |
| ARCC Ares Capital Corp. | 0.26% | 65,971 | $1.3M | Reduce -12.4% |
| VLO Valero Energy Corp. | 0.26% | 8,181 | $1.3M | Reduce -19.0% |
| JNJ Johnson & Johnson | 0.25% | 6,415 | $1.3M | Add +425.4% |
| WULF Terawulf Inc. | 0.25% | 114,600 | $1.3M | Reduce -0.3% |
| CVX Chevron Corp. | 0.25% | 8,575 | $1.3M | Reduce -6.1% |
| LNG Cheniere Energy Inc. | 0.25% | 6,691 | $1.3M | Reduce -2.3% |
| PEP Pepsico Inc. | 0.25% | 9,061 | $1.3M | Reduce -21.2% |
| SO The Southern Co. | 0.24% | 14,617 | $1.3M | Reduce -11.2% |
| UL Unilever PLC-Sponsored ADR | 0.24% | 18,823 | $1.2M | Reduce -12.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 22,071 | $1.2M | Add +780.0% |
| DLR Digital Realty Trust Inc. | 0.23% | 7,726 | $1.2M | Reduce -10.1% |
| DTE DTE Energy Company | 0.22% | 8,800 | $1.1M | Add +5969.0% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 3,434 | $1.1M | Add +14208.3% |
| PBDC Putnam BDC Income ETF | 0.20% | 34,218 | $1.0M | New |
| IP International Paper Co. | 0.20% | 26,558 | $1.0M | Reduce -22.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 6,640 | $1.0M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.19% | 9,610 | $1.0M | No change |
| ATO Atmos Energy Corp. | 0.19% | 5,867 | $983K | No change |
| FBT First Trust Nyse Arca Biotec | 0.18% | 4,663 | $963K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.18% | 33,179 | $933K | Reduce -19.6% |
| UPS United Parcel Service Class B | 0.18% | 9,332 | $926K | New |
| FDS Factset Research Systems Inc. | 0.17% | 3,000 | $871K | Add +33233.3% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,622 | $823K | Add +24.1% |
| STWD Starwood Property Trust Inc. | 0.15% | 44,420 | $800K | Reduce -31.9% |
| IWF iShares Russell 1000 Growth | 0.14% | 1,541 | $729K | Reduce -4.5% |
| HUT Hut 8 Corp. | 0.14% | 15,700 | $721K | No change |
| ITW Illinois Tool Works | 0.13% | 2,651 | $653K | Reduce -1.5% |
| BN Brookfield Corp. | 0.13% | 14,224 | $653K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.12% | 8,017 | $642K | No change |
| RGLD Royal Gold Inc. | 0.12% | 2,817 | $626K | Add +4.1% |
| BUFZ FT Vest Laddered Moderate Bu | 0.11% | 22,282 | $591K | Add +20.2% |
| CORZ Core Scientific Inc. | 0.11% | 40,100 | $584K | New |
| FOXA Fox Corp. Class A | 0.10% | 7,301 | $533K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 4,623 | $526K | Add +811.8% |
| DINO HF Sinclair Corp. | 0.10% | 11,200 | $516K | No change |
| AMSC American Superconductor Corp. | 0.10% | 17,900 | $515K | Reduce -2.7% |
| FXH First Trust Health Care Alph | 0.10% | 4,383 | $499K | No change |
| IVV iShares Core S&P 500 ETF | 0.10% | 726 | $497K | Add +80.2% |
| DAVE Dave Inc. | 0.09% | 2,200 | $487K | No change |
| FLR Fluor Corp. | 0.09% | 12,200 | $483K | Reduce -9.0% |
| EVRG Evergy Inc. | 0.09% | 6,264 | $454K | Add +19.1% |
| BWXT BWX Technologies Inc. | 0.09% | 2,590 | $448K | No change |
| ABT Abbott Laboratories | 0.09% | 3,555 | $445K | Add +9.3% |
| JOBY Joby Aviation Inc. | 0.08% | 33,500 | $442K | Add +2.1% |
| MA Mastercard Inc. Class A | 0.08% | 758 | $433K | Add +6.3% |
| COST Costco Wholesale Corp. | 0.08% | 491 | $423K | Add +24.6% |
| SYK Stryker Corp. | 0.07% | 1,111 | $391K | No change |
| AMGN Amgen Inc. | 0.07% | 1,181 | $387K | No change |
| MODL Victoryshares Westend US Sec | 0.07% | 8,027 | $381K | Add +571.1% |
| SCHX Schwab US Large-Cap ETF | 0.07% | 14,100 | $379K | No change |
| SCHD Schwab US DVD Equity ETF | 0.07% | 13,434 | $368K | Reduce -8.0% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 10,896 | $355K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.06% | 5,860 | $333K | No change |
| DECK Deckers Outdoor Corp. | 0.06% | 3,105 | $322K | Reduce -63.9% |
| CAVA Cava Group Inc. | 0.06% | 5,480 | $322K | Reduce -35.8% |
| GQI Natixis Gateway Quality Inc. | 0.06% | 5,465 | $312K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 1,117 | $312K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.06% | 291 | $311K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.06% | 5,230 | $310K | New |
| XOM Exxon Mobil Corp. | 0.06% | 2,534 | $305K | Add +186.7% |
| CTAS Cintas Corp. | 0.06% | 1,535 | $289K | Reduce -21.9% |
| VONG Vanguard Russell 1000 Growth | 0.05% | 2,293 | $279K | New |
| VXUS Vanguard Total Intl Stock | 0.05% | 3,602 | $272K | No change |
| RDVY First Trust Rising Dividend | 0.05% | 3,729 | $259K | New |
| RTX RTX Corp. | 0.05% | 1,408 | $258K | Add +22.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 1,031 | $258K | New |
| HD Home Depot Inc. | 0.05% | 747 | $257K | Add +16.7% |
| CWI State Street SPDR MSCI Acwi | 0.05% | 6,979 | $251K | No change |
| CLIP Global X 1-3 Month T-Bill | 0.05% | 2,500 | $250K | No change |
| JPEF JPMorgan Equity Focus ETF | 0.05% | 3,299 | $246K | New |
| CRM Salesforce Inc. | 0.05% | 918 | $243K | Add +22.6% |
| DFAT Dimensional US Target Value | 0.05% | 4,050 | $241K | New |
| EGP Eastgroup Properties Inc. | 0.05% | 1,350 | $240K | No change |
| IJH iShares Core S&P Midcap ETF | 0.05% | 3,592 | $237K | No change |
| ICE Intercontinental Exchange Inc. | 0.04% | 1,450 | $235K | No change |
| MFC Manulife Financial Corp. | 0.04% | 6,400 | $232K | No change |
| IXN iShares Global Tech ETF | 0.04% | 2,160 | $227K | New |
| GRID First TRST Nasd Class Edg Sgiif | 0.04% | 1,465 | $224K | New |
| ADX Adams Diversified Equity | 0.04% | 9,392 | $219K | No change |
| TMUS T-Mobile US Inc. | 0.04% | 1,050 | $213K | No change |
| IWM iShares Russell 2000 ETF | 0.04% | 835 | $206K | Reduce -21.3% |
| SCHV Schwab US Large-Cap Value | 0.04% | 6,873 | $204K | No change |
| PAVE Global X US Infrastructure | 0.04% | 4,224 | $202K | New |
| CME Cme Group Inc. | 0.04% | 702 | $192K | Add +59.9% |
| PWR Quanta Services Inc. | 0.04% | 452 | $191K | Add +8.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 1,002 | $178K | No change |
| CHKP Check Point Software Tech | 0.03% | 950 | $176K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 303 | $176K | Add +23.7% |
| AIRR First Trust Rba American Ind | 0.03% | 1,782 | $175K | Add +3464.0% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 2,788 | $174K | Add +3.1% |
| RITM Rithm Capital Corp. | 0.03% | 15,910 | $173K | Add +11.6% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.03% | 1,415 | $170K | New |
| PAA Plains All Amer Pipeline LP | 0.03% | 9,399 | $169K | No change |
| APD Air Products & Chemicals Inc. | 0.03% | 680 | $168K | Add +13.3% |
| SNPS Synopsys Inc. | 0.03% | 355 | $167K | No change |
| GJUN FT Vest US Equity Moderate B | 0.03% | 3,865 | $153K | No change |
| PAYX Paychex Inc. | 0.03% | 1,341 | $150K | Reduce -15.8% |
| AMD Advanced Micro Devices | 0.03% | 700 | $150K | Add +62.8% |
| TBIL F/M US Treasury 3 Month Bill | 0.03% | 2,870 | $143K | Reduce -21.6% |
| SPGI S&P Global Inc. | 0.03% | 262 | $137K | Add +17.0% |
| TT Trane Technologies PLC | 0.03% | 350 | $136K | Reduce -18.6% |
| AEM Agnico Eagle Mines Ltd. | 0.03% | 800 | $136K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 598 | $131K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 397 | $125K | Reduce -40.9% |
| NFLX Netflix Inc. | 0.02% | 1,322 | $124K | Add +230.5% |
| CAT Caterpillar Inc. | 0.02% | 212 | $121K | Add +59.4% |
| GLD SPDR Gold Shares | 0.02% | 304 | $120K | Reduce -42.6% |
| XLY SS Consumer Disc Select Sect | 0.02% | 998 | $119K | No change |
| BOXX Alpha Architect 1-3 MNTH Box | 0.02% | 1,031 | $119K | Reduce -97.6% |
| PL Planet Labs PBC | 0.02% | 5,989 | $118K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 346 | $114K | Add +68.8% |
| BAM Brookfield Asset Mgmt-A | 0.02% | 2,180 | $114K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.02% | 2,618 | $112K | No change |
| LIN Linde PLC | 0.02% | 263 | $112K | Add +87.9% |
| GD General Dynamics Corp. | 0.02% | 324 | $109K | No change |
| EW Edwards Lifesciences Corp. | 0.02% | 1,245 | $106K | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 326 | $106K | Add +8.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 1,302 | $105K | No change |
| ISRG Intuitive Surgical Inc. | 0.02% | 183 | $104K | Add +47.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 343 | $102K | No change |
| FLS Flowserve Corp. | 0.02% | 1,440 | $100K | Reduce -41.0% |
| SLV iShares Silver Trust | 0.02% | 1,507 | $97K | Reduce -56.1% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 685 | $95K | No change |
| KO The Coca-Cola Co. | 0.02% | 1,363 | $95K | Add +76.5% |
| HCA HCA Healthcare Inc. | 0.02% | 202 | $94K | No change |
| ARDC Ares Dynamic Credit All | 0.02% | 7,000 | $93K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 658 | $93K | No change |
| ES Eversource Energy | 0.02% | 1,347 | $91K | Add +37.3% |
| B Barrick Mining Corp. | 0.02% | 2,000 | $87K | No change |
| VZ Verizon Communications Inc. | 0.02% | 2,074 | $84K | Add +113.8% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 699 | $84K | No change |
| DUK Duke Energy Corp. | 0.02% | 705 | $83K | Reduce -8.6% |
| AFLG First Trust Active Factor La | 0.02% | 2,112 | $83K | Reduce -48.6% |
| UAL United Airlines Holdings Inc. | 0.01% | 692 | $77K | No change |
| NXPI NXP Semiconductors NV | 0.01% | 350 | $76K | Reduce -27.1% |
| ARKK ARK Innovation ETF | 0.01% | 986 | $76K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 1,625 | $76K | No change |
| PWB Invesco Large Cap Growth ETF | 0.01% | 589 | $75K | Reduce -32.0% |
| DAL Delta Air Lines Inc. | 0.01% | 1,042 | $72K | No change |
| PKG Packaging Corp. of America | 0.01% | 350 | $72K | No change |
| VTHR Vanguard Russell 3000 | 0.01% | 240 | $72K | New |
| BA The Boeing Co. | 0.01% | 329 | $71K | Reduce -29.4% |
| ADP Automatic Data Processing | 0.01% | 277 | $71K | Add +77.6% |
| ACN Accenture PLC Class A | 0.01% | 258 | $69K | Add +22.3% |
| MS Morgan Stanley | 0.01% | 380 | $67K | Add +1125.8% |
| SPOT Spotify Technology SA | 0.01% | 116 | $67K | No change |
| CINF Cincinnati Financial Corp. | 0.01% | 410 | $67K | No change |
| PH Parker Hannifin Corp. | 0.01% | 75 | $66K | No change |
| ITOT iShares Core S&P Total U.S. | 0.01% | 430 | $64K | Reduce -77.3% |
| SHOP Shopify Inc. Class A | 0.01% | 397 | $64K | No change |
| NOW ServiceNow Inc. | 0.01% | 415 | $64K | Add +43.1% |
| USB US Bancorp | 0.01% | 1,157 | $62K | Add +133.7% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.01% | 1,187 | $61K | No change |
| APH Amphenol Corp. Class A | 0.01% | 450 | $61K | No change |
| ZTS Zoetis Inc. | 0.01% | 480 | $60K | Reduce -20.3% |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 1,000 | $60K | Reduce -60.8% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 203 | $60K | Add +130.7% |
| CAPR Capricor Therapeutics Inc. | 0.01% | 2,050 | $59K | New |
| BIP Brookfield Infrastructure Pa | 0.01% | 1,697 | $59K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 11 | $59K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 125 | $59K | Add +62.3% |
| LOW Lowe's Cos Inc. | 0.01% | 241 | $58K | Reduce -19.1% |
| PFE Pfizer Inc. | 0.01% | 2,303 | $57K | Add +116.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.01% | 1,667 | $57K | New |
| VICR Vicor Corp. | 0.01% | 520 | $57K | New |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,146 | $57K | Add +21.8% |
| BLK BlackRock Inc. | 0.01% | 53 | $57K | Add +29.3% |
| ADBE Adobe Inc. | 0.01% | 162 | $57K | Reduce -13.4% |
| AXP American Express Co. | 0.01% | 153 | $57K | No change |
| NUDV Nuveen ESG Dividend ETF | 0.01% | 1,898 | $57K | Reduce -80.5% |
| STX Seagate Technology Holdings | 0.01% | 200 | $55K | Reduce -37.5% |
| MAA Mid-America Apartment Comm | 0.01% | 390 | $54K | Add +62.5% |
| IYW iShares Ustechnology ETF | 0.01% | 270 | $54K | No change |
| ORLY O'reilly Automotive Inc. | 0.01% | 590 | $54K | No change |
| UBER Uber Technologies Inc. | 0.01% | 650 | $53K | Add +30.0% |
| TFC Truist Financial Corp. | 0.01% | 1,063 | $52K | Add +418.5% |
| FDN First Trust DJ Internet Ind | 0.01% | 194 | $52K | Reduce -40.9% |
| JAZZ Jazz Pharmaceuticals PLC | 0.01% | 300 | $51K | New |
| WAB Wabtec Corp. | 0.01% | 235 | $50K | No change |
| UNP Union Pacific Corp. | 0.01% | 215 | $50K | New |
| MPC Marathon Petroleum Corp. | 0.01% | 305 | $50K | Reduce -67.8% |
| FE Firstenergy Corp. | 0.01% | 1,091 | $49K | Add +145.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.01% | 504 | $49K | Reduce -13.6% |
| WFC Wells Fargo & Co. | 0.01% | 508 | $47K | New |
| GCC Wisdomtree Enhanced Commodit | 0.01% | 2,238 | $47K | No change |
| GILD Gilead Sciences Inc. | 0.01% | 377 | $46K | Add +63.9% |
| BEPC Brookfield Renewable Corp. | 0.01% | 1,200 | $46K | No change |
| C Citigroup Inc. | 0.01% | 393 | $46K | Add +57.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 100 | $45K | No change |
| ROP Roper Technologies Inc. | 0.01% | 99 | $44K | No change |
| DE Deere & Co. | 0.01% | 94 | $44K | Add +56.7% |
| MKL Markel Group Inc. | 0.01% | 20 | $43K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 3,244 | $43K | Add +170.3% |
| CVNA Carvana Co. | 0.01% | 100 | $42K | No change |
| QCOM Qualcomm Inc. | 0.01% | 240 | $41K | Add +108.7% |
| CB Chubb Ltd. | 0.01% | 129 | $40K | New |
| CFG Citizens Financial Group | 0.01% | 680 | $40K | No change |
| JIRE JPMorgan Int Res Enh Eqty | 0.01% | 528 | $40K | Reduce -15.5% |
| KMI Kinder Morgan Inc. | 0.01% | 1,405 | $39K | New |
| EFA iShares MSCI Eafe ETF | 0.01% | 388 | $37K | Add +106.4% |
| NOC Northrop Grumman Corp. | 0.01% | 65 | $37K | No change |
| SIL Global X Silver Miners ETF | 0.01% | 441 | $37K | Reduce -58.1% |
| CNC Centene Corp. | 0.01% | 891 | $37K | New |
| COF Capital One Financial Corp. | 0.01% | 150 | $36K | No change |
| ANET Arista Networks Inc. | 0.01% | 277 | $36K | Add +279.4% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 189 | $36K | No change |
| AEP American Electric Power | 0.01% | 313 | $36K | No change |
| IVW iShares S&P 500 Growth ETF | 0.01% | 292 | $36K | No change |
| CWCO Consolidated Water Co.-Ord SH | 0.01% | 1,000 | $35K | No change |
| GDX Vaneck Gold Miners ETF | 0.01% | 410 | $35K | Reduce -66.0% |
| SFL SFL Corp. Ltd. | 0.01% | 4,500 | $35K | Add +28.6% |
| HAL Halliburton Co. | 0.01% | 1,238 | $35K | New |
| MCHP Microchip Technology Inc. | 0.01% | 548 | $35K | Add +174.0% |
| BIIB Biogen Inc. | 0.01% | 198 | $35K | New |
| SAP Sap SE-Sponsored ADR | 0.01% | 143 | $35K | New |
| AFL Aflac Inc. | 0.01% | 312 | $34K | Reduce -0.3% |
| AWK American Water Works Co. Inc. | 0.01% | 260 | $34K | No change |
| PLD Prologis Inc. | 0.01% | 263 | $34K | No change |
| FIS Fidelity National Info Serv | 0.01% | 495 | $33K | New |
| OXY Occidental Petroleum Corp. | 0.01% | 798 | $33K | No change |
| CVS CVS Health Corp. | 0.01% | 408 | $32K | New |
| ETR Entergy Corp. | 0.01% | 350 | $32K | No change |
| CNQ Canadian Natural Resources | 0.01% | 954 | $32K | New |
| AMT American Tower Corp. | 0.01% | 180 | $32K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 294 | $31K | Add +54.7% |
| JPLD JPMorgan Ltd. Duration ETF | 0.01% | 589 | $31K | Add +1.0% |
| KEY Keycorp | 0.01% | 1,476 | $30K | New |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 659 | $30K | Reduce -77.9% |
| AB Alliancebernstein Holding LP | 0.01% | 783 | $30K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 115 | $30K | No change |
| SNOW Snowflake Inc. | 0.01% | 135 | $30K | Add +221.4% |
| MDT Medtronic PLC | 0.01% | 304 | $29K | New |
| MSI Motorola Solutions Inc. | 0.01% | 75 | $29K | Reduce -34.2% |
| AVLV Avantis US Large Cap Value | 0.01% | 374 | $28K | Reduce -55.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 416 | $28K | New |
| STZ Constellation Brands Inc. Class A | 0.01% | 205 | $28K | New |
| SCHW Schwab (charles) Corp. | 0.01% | 280 | $28K | New |
| LEU Centrus Energy Corp. Class A | 0.01% | 115 | $28K | No change |
| SNA Snap-on Inc. | 0.01% | 81 | $28K | New |
| CTRA Coterra Energy Inc. | 0.01% | 1,050 | $28K | New |
| LULU Lululemon Athletica Inc. | 0.01% | 132 | $27K | New |
| NSC Norfolk Southern Corp. | 0.01% | 93 | $27K | Add +933.3% |
| IEX Idex Corp. | 0.01% | 148 | $26K | New |
| SWK Stanley Black & Decker Inc. | 0.01% | 354 | $26K | New |
| AGNC AGNC Investment Corp. | 0.01% | 2,451 | $26K | New |
| MDU Mdu Resources Group Inc. | 0.01% | 1,324 | $26K | New |
| PSX Phillips 66 | 0.00% | 200 | $26K | No change |
| VTR Ventas Inc. | 0.00% | 332 | $26K | New |
| RWL Invesco S&P 500 Revenue ETF | 0.00% | 223 | $26K | Add +355.1% |
| FITB Fifth Third Bancorp | 0.00% | 545 | $26K | Reduce -27.1% |
| WTRG Essential Utilities Inc. | 0.00% | 659 | $25K | New |
| ELS Equity Lifestyle Properties | 0.00% | 416 | $25K | New |
| DHR Danaher Corp. | 0.00% | 110 | $25K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 534 | $25K | New |
| BALL Ball Corp. | 0.00% | 469 | $25K | New |
| HRL Hormel Foods Corp. | 0.00% | 1,048 | $25K | New |
| CFR Cullen/Frost Bankers Inc. | 0.00% | 194 | $25K | Reduce -13.4% |
| NEM Newmont Corp. | 0.00% | 246 | $25K | New |
| MOS The Mosaic Co. | 0.00% | 1,014 | $24K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 642 | $24K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.00% | 176 | $24K | Reduce -16.6% |
| DOC Healthpeak Properties Inc. | 0.00% | 1,501 | $24K | New |
| WU Western Union Co. | 0.00% | 2,569 | $24K | New |
| AGO Assured Guaranty Ltd. | 0.00% | 266 | $24K | New |
| NI Nisource Inc. | 0.00% | 570 | $24K | No change |
| HON Honeywell International Inc. | 0.00% | 122 | $24K | New |
| INTC Intel Corp. | 0.00% | 638 | $24K | Reduce -36.2% |
| BDX Becton Dickinson and Co. | 0.00% | 120 | $23K | New |
| KDP Keurig Dr Pepper Inc. | 0.00% | 828 | $23K | New |
| FTV Fortive Corp. | 0.00% | 417 | $23K | New |
| WSO Watsco Inc. | 0.00% | 67 | $23K | Add +26.4% |
| NOV Nov Inc. | 0.00% | 1,431 | $22K | New |
| FNF Fidelity National Financial | 0.00% | 405 | $22K | Add +39.7% |
| OMF Onemain Holdings Inc. | 0.00% | 325 | $22K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 1,264 | $22K | New |
| NVR NVR Inc. | 0.00% | 3 | $22K | No change |
| PRU Prudential Financial Inc. | 0.00% | 193 | $22K | Add +451.4% |
| TFSL TFS Financial Corp. | 0.00% | 1,601 | $21K | New |
| MRVL Marvell Technology Inc. | 0.00% | 250 | $21K | New |
| MMM 3M Co. | 0.00% | 132 | $21K | New |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 310 | $21K | New |
| REGN Regeneron Pharmaceuticals | 0.00% | 27 | $21K | New |
| VMC Vulcan Materials Co. | 0.00% | 73 | $21K | New |
| CPB The Campbell's Company | 0.00% | 747 | $21K | New |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 123 | $21K | No change |
| RPRX Royalty Pharma PLC Class A | 0.00% | 534 | $21K | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 532 | $20K | New |
| IAU iShares Gold Trust | 0.00% | 250 | $20K | No change |
| CLX Clorox Company | 0.00% | 200 | $20K | No change |
| ZION Zions Bancorp NA | 0.00% | 344 | $20K | New |
| CRL Charles River Laboratories | 0.00% | 99 | $20K | New |
| AIG American International Group | 0.00% | 230 | $20K | New |
| OKLO Oklo Inc. | 0.00% | 274 | $20K | No change |
| EXE Expand Energy Corp. | 0.00% | 177 | $20K | New |
| SRE Sempra | 0.00% | 220 | $19K | No change |
| BIO Bio-Rad Laboratories-A | 0.00% | 64 | $19K | New |
| PGR Progressive Corp. | 0.00% | 85 | $19K | Reduce -98.6% |
| EMR Emerson Electric Co. | 0.00% | 145 | $19K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 297 | $19K | New |
| HUM Humana Inc. | 0.00% | 74 | $19K | New |
| PEG Public Service Enterprise GP | 0.00% | 230 | $18K | Reduce -36.1% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.00% | 287 | $18K | New |
| CPT Camden Property Trust | 0.00% | 162 | $18K | New |
| FBIN Fortune Brands Innovations I | 0.00% | 354 | $18K | New |
| ODFL Old Dominion Freight Line | 0.00% | 110 | $17K | No change |
| NKE Nike Inc. Class B | 0.00% | 270 | $17K | New |
| EA Electronic Arts Inc. | 0.00% | 84 | $17K | New |
| MET Metlife Inc. | 0.00% | 215 | $17K | No change |
| ED Consolidated Edison Inc. | 0.00% | 170 | $17K | New |
| MKTX Marketaxess Holdings Inc. | 0.00% | 90 | $16K | New |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | 0.00% | 355 | $16K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 559 | $16K | New |
| CNA Cna Financial Corp. | 0.00% | 335 | $16K | New |
| BEN Franklin Templeton Inc. | 0.00% | 664 | $16K | New |
| KIE SS SPDR S&P Insurance ETF | 0.00% | 261 | $16K | Reduce -50.2% |
| DG Dollar General Corp. | 0.00% | 118 | $16K | New |
| ALB Albemarle Corp. | 0.00% | 110 | $16K | New |
| SEE Sealed Air Corp. | 0.00% | 367 | $15K | New |
| SBUX Starbucks Corp. | 0.00% | 180 | $15K | Add +68.2% |
| ARE Alexandria Real Estate Equit | 0.00% | 306 | $15K | New |
| PYPL PayPal Holdings Inc. | 0.00% | 252 | $15K | Add +600.0% |
| RF Regions Financial Corp. | 0.00% | 530 | $14K | No change |
| CAG Conagra Brands Inc. | 0.00% | 827 | $14K | No change |
| WPC WP Carey Inc. | 0.00% | 222 | $14K | No change |
| EXC Exelon Corp. | 0.00% | 325 | $14K | No change |
| PSA Public Storage | 0.00% | 54 | $14K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 622 | $14K | New |
| AMCR Amcor PLC | 0.00% | 1,666 | $14K | New |
| RSG Republic Services Inc. | 0.00% | 65 | $14K | New |
| XLE SS Energy Select Sector | 0.00% | 306 | $14K | Reduce -58.1% |
| ADPT Adaptive Biotechnologies | 0.00% | 830 | $13K | No change |
| VTRS Viatris Inc. | 0.00% | 1,082 | $13K | New |
| DOV Dover Corp. | 0.00% | 68 | $13K | New |
| MPT Medical Properties Trust Inc. | 0.00% | 2,565 | $13K | New |
| SON Sonoco Products Co. | 0.00% | 291 | $13K | Reduce -99.1% |
| MTG Mgic Investment Corp. | 0.00% | 430 | $13K | New |
| A Agilent Technologies Inc. | 0.00% | 91 | $12K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 166 | $12K | No change |
| SPG Simon Property Group Inc. | 0.00% | 66 | $12K | New |
| HIG Hartford Insurance Group Inc. | 0.00% | 85 | $12K | No change |
| APA Apa Corp. | 0.00% | 475 | $12K | New |
| LBRT Liberty Energy Inc. | 0.00% | 620 | $11K | No change |
| ON On Semiconductor | 0.00% | 205 | $11K | New |
| UNM Unum Group | 0.00% | 140 | $11K | No change |
| KVUE Kenvue Inc. | 0.00% | 628 | $11K | Reduce -17.7% |
| VOTE TCW Transform 500 ETF | 0.00% | 135 | $11K | No change |
| LNC Lincoln National Corp. | 0.00% | 243 | $11K | New |
| WCMI FT WCM International ETF | 0.00% | 627 | $11K | Reduce -23.8% |
| ELV Elevance Health Inc. | 0.00% | 30 | $11K | New |
| BE Bloom Energy Corp. Class A | 0.00% | 120 | $10K | No change |
| FYBR Frontier Communications Pare | 0.00% | 272 | $10K | New |
| TER Teradyne Inc. | 0.00% | 53 | $10K | New |
| G Genpact Ltd. | 0.00% | 216 | $10K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 52 | $10K | New |
| HII Huntington Ingalls Industrie | 0.00% | 29 | $10K | New |
| KKR KKR & Co. Inc. | 0.00% | 76 | $10K | New |
| NWL Newell Brands Inc. | 0.00% | 2,604 | $10K | New |
| SOLV Solventum Corp. | 0.00% | 122 | $10K | New |
| SHEL Shell PLC-ADR | 0.00% | 129 | $9K | New |
| WHR Whirlpool Corp. | 0.00% | 131 | $9K | New |
| STK Columbia Slgmn Prem Tech GR | 0.00% | 243 | $9K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 340 | $9K | Add +30.8% |
| AES AES Corp. | 0.00% | 614 | $9K | New |
| GLW Corning Inc. | 0.00% | 100 | $9K | No change |
| EPD Enterprise Products Partners | 0.00% | 273 | $9K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 54 | $9K | New |
| NUE Nucor Corp. | 0.00% | 53 | $9K | New |
| EQIX Equinix Inc. | 0.00% | 11 | $8K | No change |
| AXS Axis Capital Holdings Ltd. | 0.00% | 78 | $8K | New |
| LH Labcorp Holdings Inc. | 0.00% | 33 | $8K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 27 | $8K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 79 | $8K | New |
| DFEV Dimensional Emrg MRKT Val | 0.00% | 238 | $8K | Reduce -42.6% |
| WDS Woodside Energy Group-ADR | 0.00% | 505 | $8K | Reduce -31.7% |
| CLM Cornerstone Strategic Invest | 0.00% | 928 | $8K | No change |
| CRF Cornerstone Total Return | 0.00% | 940 | $8K | No change |
| TEM Tempus AI Inc. Class A | 0.00% | 127 | $7K | No change |
| ENFR Alerian Energy Infrastructur | 0.00% | 230 | $7K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 366 | $7K | New |
| SMR Nuscale Power Corp. | 0.00% | 503 | $7K | No change |
| SOUN Soundhound AI Inc. Class A | 0.00% | 710 | $7K | No change |
| NTAP Netapp Inc. | 0.00% | 66 | $7K | New |
| KHC The Kraft Heinz Co. | 0.00% | 287 | $7K | New |
| OGN Organon & Co. | 0.00% | 965 | $7K | New |
| CNXC Concentrix Corp. | 0.00% | 165 | $7K | New |
| INTU Intuit Inc. | 0.00% | 10 | $7K | No change |
| QSR Restaurant Brands Intern | 0.00% | 95 | $6K | New |
| VOYA Voya Financial Inc. | 0.00% | 86 | $6K | New |
| HAS Hasbro Inc. | 0.00% | 77 | $6K | New |
| HSY The Hershey Co. | 0.00% | 34 | $6K | New |
| TOST Toast Inc. Class A | 0.00% | 172 | $6K | No change |
| RKT Rocket Cos Inc. Class A | 0.00% | 314 | $6K | New |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.00% | 213 | $6K | No change |
| EIX Edison International | 0.00% | 101 | $6K | New |
| LYB Lyondellbasell Indu Class A | 0.00% | 140 | $6K | New |
| WST West Pharmaceutical Services | 0.00% | 22 | $6K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 250 | $6K | New |
| O Realty Income Corp. | 0.00% | 105 | $6K | New |
| HIMS Hims & Hers Health Inc. | 0.00% | 182 | $6K | No change |
| OMC Omnicom Group | 0.00% | 73 | $6K | New |
| BSTZ BlackRock Sci & Tech TRM TR | 0.00% | 260 | $6K | No change |
| XEL Xcel Energy Inc. | 0.00% | 75 | $6K | No change |
| BXSL Blackstone Secured Lending F | 0.00% | 205 | $5K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 57 | $5K | New |
| GBDC Golub Capital BDC Inc. | 0.00% | 392 | $5K | No change |
| VKTX Viking Therapeutics Inc. | 0.00% | 150 | $5K | New |
| AGNT Agnt Inc. filed as EXP WORLD HLDGS INC | 0.00% | 580 | $5K | No change |
| DIAX Nuveen Dow 30 Dynamic Overwr | 0.00% | 339 | $5K | No change |
| MRNA Moderna Inc. | 0.00% | 175 | $5K | New |
| TTWO Take-Two Interactive Softwre | 0.00% | 20 | $5K | New |
| ETJ Eaton Vance RSK-MGD Divers | 0.00% | 560 | $5K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 17 | $5K | New |
| LAZ Lazard Inc. | 0.00% | 100 | $5K | No change |
| DFIS Dimensional International SM | 0.00% | 143 | $5K | New |
| ETO Eaton Vance T/A GLBL DVD Opp | 0.00% | 154 | $5K | No change |
| AIO Virtus Artific Intel & Tech | 0.00% | 201 | $4K | No change |
| VST Vistra Corp. | 0.00% | 27 | $4K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 25 | $4K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 44 | $4K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 40 | $4K | New |
| RELX Relx PLC - Spon ADR | 0.00% | 91 | $4K | New |
| ARES Ares Management Corp. Class A | 0.00% | 21 | $3K | New |
| IQI Invesco Quality Muni Inc. TR | 0.00% | 313 | $3K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 38 | $3K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 51 | $3K | Reduce -49.5% |
| FRMI Fermi Inc. | 0.00% | 320 | $3K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 20 | $2K | New |
| U Unity Software Inc. | 0.00% | 50 | $2K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 20 | $2K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 54 | $2K | No change |
| CI The Cigna Group | 0.00% | 6 | $2K | No change |
| BUG Global X Cybersecurity ETF | 0.00% | 50 | $2K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.00% | 14 | $1K | Reduce -85.9% |
| RZLV Rezolve AI PLC | 0.00% | 500 | $1K | New |
| PDBC Invesco Optimum Yield Divers | 0.00% | 80 | $1K | New |
| VLTO Veralto Corp. | 0.00% | 10 | $998 | No change |
| NLOP Net Lease Office Property | 0.00% | 37 | $954 | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 13 | $711 | No change |
| SPCE Virgin Galactic Holdings Inc. | 0.00% | 220 | $706 | No change |
| DXC DXC Technology Co. | 0.00% | 36 | $527 | No change |
| FG F&G Annuities & Life Inc. | 0.00% | 17 | $524 | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 2 | $516 | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 3 | $440 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 9 | $239 | No change |
| UNIT Uniti Group LLC Com SHS | 0.00% | 29 | $203 | New |
| CHT Chunghwa Telecom LT-Spon ADR | 0.00% | 4 | $167 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 23 | $97 | No change |