| SPYM Ste STR SPDR PT S&P 500 ETF | 5.14% | 4,039,470 | $324.0M | Add +7.7% |
| MSFT Microsoft Corp. | 2.30% | 299,159 | $144.7M | Add +4.9% |
| NVDA Nvidia Corp. | 2.28% | 771,614 | $143.9M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 2.23% | 608,288 | $140.4M | Add +6.4% |
| AAPL Apple Inc. | 2.19% | 506,680 | $137.7M | Add +5.1% |
| DMBS Doubleline Mortgage ETF | 2.09% | 2,653,434 | $131.8M | Add +10.3% |
| GOOG Alphabet Inc. Class C | 1.98% | 398,030 | $124.9M | Reduce -18.7% |
| AVDE Avantis International Equity | 1.78% | 1,362,051 | $112.1M | Add +3.6% |
| JMBS Janus Henderson Mortg Backed | 1.62% | 2,227,206 | $101.8M | Add +4.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.54% | 2,185,934 | $97.1M | Add +2.7% |
| SPAB SS SPDR P Agg Bond ETF | 1.53% | 3,743,769 | $96.4M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 1.51% | 144,027 | $95.1M | Add +11.6% |
| GLDM SPDR Gold Minishares Trust | 1.49% | 1,101,614 | $94.0M | Add +11.0% |
| SPYI Neos S&P 500 High Income ETF | 1.49% | 1,785,248 | $93.8M | Add +1.8% |
| SEPU Allianzim US BF15 Uncap Sep | 1.49% | 3,232,834 | $93.6M | Add +2.8% |
| RECS Columbia Resear Enh Cor ETF | 1.43% | 2,201,985 | $89.9M | Add +3.0% |
| AVEM Avantis Emerging Markets Eq | 1.35% | 1,105,369 | $85.1M | Add +3.2% |
| GSY Invesco Ultra Short Duration | 1.12% | 1,409,616 | $70.8M | Reduce -2.0% |
| UYLD Angel Oak Ultrashort Income | 1.12% | 1,378,955 | $70.5M | Reduce -2.0% |
| IETC iShares U.S. Tech Independen | 1.09% | 673,735 | $68.4M | Add +7.9% |
| QQQM Invesco Nasdaq 100 ETF | 1.06% | 264,052 | $66.8M | Add +3.3% |
| AVGO Broadcom Inc. | 1.04% | 188,891 | $65.4M | Reduce -12.5% |
| GS Goldman Sachs Group Inc. | 1.02% | 72,864 | $64.0M | Reduce -3.0% |
| JAAA Janus Henderson Aaa Clo ETF | 1.01% | 1,257,023 | $63.6M | Add +8.0% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.99% | 1,262,202 | $62.5M | Add +11.0% |
| JPM JPMorgan Chase & Co. | 0.99% | 193,446 | $62.3M | Add +2.7% |
| MS Morgan Stanley | 0.93% | 329,766 | $58.5M | Reduce -2.2% |
| DABS Doubleline Asset-Backed ETF | 0.89% | 1,098,513 | $55.9M | Add +8.7% |
| PRFD PIMCO Pref and Cap Sec Act | 0.88% | 1,076,536 | $55.5M | Add +3.1% |
| CVX Chevron Corp. | 0.82% | 339,307 | $51.7M | Add +2.8% |
| FEBT Allianzim US Eq BFFR10 FB-US | 0.82% | 1,352,794 | $51.5M | Add +1.8% |
| IGTR Innovator Grad Tact Rotation | 0.76% | 1,714,366 | $48.1M | Reduce -15.7% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 0.76% | 932,204 | $48.0M | Add +11.3% |
| UNH Unitedhealth Group Inc. | 0.75% | 142,934 | $47.2M | Add +1.0% |
| XLF SS Financial Select Sector | 0.74% | 856,963 | $46.9M | Add +4.4% |
| MDT Medtronic PLC | 0.73% | 479,133 | $46.0M | Add +3.4% |
| WMT Walmart Inc. | 0.72% | 408,514 | $45.5M | Reduce -2.9% |
| TGT Target Corp. | 0.71% | 457,664 | $44.7M | Add +61.2% |
| V Visa Inc. Class A | 0.69% | 124,825 | $43.8M | Reduce -15.6% |
| ABT Abbott Laboratories | 0.69% | 346,541 | $43.4M | Add +15.7% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.69% | 899,690 | $43.2M | Add +10.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 83,965 | $42.2M | Add +1.3% |
| XBJL Inn US Eq Acc 9 Buff July | 0.65% | 1,076,998 | $41.2M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.65% | 587,039 | $41.0M | Add +7.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.62% | 428,794 | $39.2M | Add +17.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.62% | 721,667 | $38.9M | Add +4.2% |
| MCD McDonald's Corp. | 0.62% | 126,940 | $38.8M | Add +1.6% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.61% | 771,343 | $38.4M | Add +11.2% |
| DDTL Invtr Eq D Di 10 B ETF - Jul | 0.60% | 1,818,559 | $38.1M | Add +2.2% |
| ETN Eaton Corp. PLC | 0.60% | 119,329 | $38.0M | Add +9.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.60% | 686,142 | $37.7M | Add +0.3% |
| FTSM First Trust Enh Short Mat FD | 0.60% | 628,139 | $37.6M | Add +3.7% |
| LOW Lowe's Cos Inc. | 0.59% | 153,548 | $37.0M | Add +4.5% |
| SPTI SS SPDR P Int Term TSY ETF | 0.58% | 1,274,860 | $36.8M | Add +4.6% |
| PG The Procter & Gamble Co. | 0.58% | 253,089 | $36.3M | Add +12.8% |
| BTCO Invsco GLXY BTCN ETF | 0.57% | 415,168 | $36.2M | New |
| NAUG Innov G-100 Powr BF ETF -Aug | 0.57% | 1,205,780 | $35.7M | Add +2.0% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.54% | 738,835 | $34.1M | Add +10.6% |
| AVUS Avantis U.S. Equity ETF | 0.53% | 298,812 | $33.4M | Add +57.9% |
| PCMM BBLX Private Credit Clo ETF | 0.53% | 664,662 | $33.3M | Add +11.9% |
| URI United Rentals Inc. | 0.51% | 39,420 | $31.9M | Reduce -3.9% |
| PANW Palo Alto Networks Inc. | 0.51% | 172,928 | $31.9M | Add +5.6% |
| JNJ Johnson & Johnson | 0.50% | 151,862 | $31.4M | Reduce -33.3% |
| SIVR Abrdn Physical Silver Shares | 0.50% | 462,030 | $31.3M | Add +14.9% |
| NFLX Netflix Inc. | 0.49% | 325,918 | $30.6M | Add +19.7% |
| MUB iShares National Muni Bond E | 0.47% | 278,687 | $29.9M | Add +42.2% |
| SMOT Vaneck Morningstar Smid Moat | 0.47% | 822,960 | $29.8M | Add +4.3% |
| APH Amphenol Corp. Class A | 0.46% | 214,455 | $29.0M | Reduce -27.3% |
| CRPT FT Skybr Crypt & Dig Econ | 0.46% | 1,928,427 | $28.9M | Add +22.9% |
| LRCX Lam Research Corp. | 0.46% | 168,110 | $28.8M | Reduce -33.2% |
| TJUL Innovator Equity Defined Pro | 0.45% | 965,144 | $28.6M | Add +1.2% |
| ARKW ARK Next Generation Technolo | 0.45% | 190,317 | $28.1M | Add +14.9% |
| BLOK Amplify Blockchain Tech ETF | 0.44% | 489,567 | $27.9M | Add +14.7% |
| SBUX Starbucks Corp. | 0.44% | 330,344 | $27.8M | Add +20.8% |
| MLM Martin Marietta Materials | 0.44% | 44,209 | $27.5M | Add +9.7% |
| ECL Ecolab Inc. | 0.42% | 100,542 | $26.4M | Add +14.7% |
| JULT All US Equ BUF10 Jul ETF-Usd | 0.41% | 582,601 | $26.1M | Reduce -4.2% |
| COP Conocophillips | 0.41% | 274,534 | $25.7M | Add +9.3% |
| WCN Waste Connections Inc. | 0.41% | 145,595 | $25.5M | Add +18.5% |
| ISEP Innovator Intl Dev Eq Power | 0.40% | 768,513 | $25.0M | Add +2.8% |
| COST Costco Wholesale Corp. | 0.39% | 28,345 | $24.4M | Add +7.6% |
| PWR Quanta Services Inc. | 0.38% | 57,159 | $24.1M | Reduce -18.9% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.38% | 481,518 | $23.9M | Add +4.1% |
| NOW ServiceNow Inc. | 0.38% | 155,305 | $23.8M | Add +17.6% |
| EXR Extra Space Storage Inc. | 0.36% | 172,694 | $22.5M | Reduce -1.3% |
| BSX Boston Scientific Corp. | 0.35% | 234,261 | $22.3M | Add +1.7% |
| MLPA Global X MLP ETF | 0.35% | 458,127 | $22.2M | Add +2.4% |
| DXCM Dexcom Inc. | 0.35% | 332,006 | $22.0M | Add +13.8% |
| LLY Eli Lilly & Co. | 0.35% | 20,469 | $22.0M | Add +2351.4% |
| PYPL PayPal Holdings Inc. | 0.34% | 369,410 | $21.6M | Add +7.4% |
| LOUP Innovator Deepwater Frontier | 0.34% | 279,217 | $21.3M | Add +13.6% |
| NEE Nextera Energy Inc. | 0.34% | 265,698 | $21.3M | Reduce -40.0% |
| CHAT Roundhill Gen AI & Tech ETF | 0.33% | 357,539 | $21.1M | Add +11.9% |
| BKR Baker Hughes Co. | 0.33% | 457,399 | $20.8M | Reduce -3.0% |
| LUV Southwest Airlines Co. | 0.33% | 503,336 | $20.8M | Reduce -12.9% |
| QTUM Defiance Quantum ETF | 0.33% | 189,009 | $20.7M | Add +15.2% |
| CTAS Cintas Corp. | 0.33% | 109,038 | $20.5M | Add +9549.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 132,145 | $20.3M | New |
| ISRG Intuitive Surgical Inc. | 0.32% | 35,412 | $20.1M | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.32% | 752,071 | $19.9M | Add +4.5% |
| EQIX Equinix Inc. | 0.31% | 25,817 | $19.8M | Add +0.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.31% | 43,595 | $19.8M | Add +6.4% |
| PODD Insulet Corp. | 0.31% | 69,161 | $19.7M | Add +17.9% |
| PRIV SS Ig Publ Priv Cred ETF-Usd | 0.31% | 770,852 | $19.6M | Add +10.5% |
| SNPS Synopsys Inc. | 0.31% | 41,554 | $19.5M | Reduce -2.3% |
| CSNR C&S Nat Resources Active ETF | 0.31% | 622,709 | $19.2M | Add +3.2% |
| IVV iShares Core S&P 500 ETF | 0.29% | 27,130 | $18.6M | Add +7.0% |
| KEY Keycorp | 0.29% | 897,563 | $18.5M | Add +797.9% |
| C Citigroup Inc. | 0.29% | 155,423 | $18.1M | Add +564.5% |
| JEF Jefferies Financial Group Inc. | 0.29% | 291,780 | $18.1M | Add +807.1% |
| GOOGL Alphabet Inc. Class A | 0.28% | 57,008 | $17.8M | Add +492.7% |
| TOLZ Proshares GLB Infrastructure | 0.28% | 325,963 | $17.7M | Add +4.6% |
| XOM Exxon Mobil Corp. | 0.27% | 143,612 | $17.3M | Reduce -1.7% |
| SPTS SS SPDR P St Term TSY ETF | 0.27% | 582,225 | $17.0M | Add +4.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.27% | 184,445 | $17.0M | Add +1098.9% |
| DCRE DBL Comm Real Est Debt | 0.27% | 322,527 | $16.7M | Add +4.5% |
| ABBV Abbvie Inc. | 0.26% | 71,151 | $16.3M | Reduce -7.5% |
| EIX Edison International | 0.25% | 263,056 | $15.8M | Add +949.8% |
| WFC Wells Fargo & Co. | 0.25% | 167,388 | $15.6M | Add +2.3% |
| HELO JPMorgan Hedged Equity ETF | 0.25% | 233,843 | $15.5M | Reduce -70.8% |
| ITW Illinois Tool Works | 0.24% | 62,677 | $15.4M | Add +691.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.24% | 14,388 | $15.4M | Add +424.3% |
| HII Huntington Ingalls Industrie | 0.24% | 44,806 | $15.2M | Add +662.3% |
| USB US Bancorp | 0.24% | 284,512 | $15.2M | Reduce -1.8% |
| AMGN Amgen Inc. | 0.24% | 46,160 | $15.1M | Reduce -2.9% |
| ROK Rockwell Automation Inc. | 0.24% | 38,093 | $14.8M | Reduce -4.9% |
| MHO M/I Homes Inc. | 0.23% | 114,773 | $14.7M | Add +689.4% |
| CSCO Cisco Systems Inc. | 0.23% | 187,308 | $14.4M | Add +2018.4% |
| RTX RTX Corp. | 0.23% | 78,392 | $14.4M | Reduce -16.9% |
| CLOI Vaneck Clo ETF | 0.22% | 267,392 | $14.1M | Add +0.8% |
| ALL Allstate Corp. | 0.22% | 67,772 | $14.1M | Add +1.1% |
| UPS United Parcel Service Class B | 0.22% | 141,914 | $14.1M | New |
| PRU Prudential Financial Inc. | 0.22% | 124,572 | $14.1M | Reduce -10.7% |
| PALL Abrdn Physical Palladium SHS | 0.22% | 95,808 | $13.9M | Add +21.1% |
| TXN Texas Instruments Inc. | 0.22% | 79,964 | $13.9M | Add +25.6% |
| KMI Kinder Morgan Inc. | 0.22% | 503,379 | $13.8M | Add +5.5% |
| HODL Vaneck Bitcoin ETF | 0.22% | 555,448 | $13.7M | Add +24.3% |
| EOG EOG Resources Inc. | 0.22% | 130,568 | $13.7M | Add +4333.6% |
| AEP American Electric Power | 0.22% | 118,902 | $13.7M | Reduce -10.3% |
| HD Home Depot Inc. | 0.21% | 38,726 | $13.3M | Add +2.2% |
| MO Altria Group Inc. | 0.21% | 228,082 | $13.2M | Add +1.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 248,605 | $13.1M | Add +4.3% |
| KHC The Kraft Heinz Co. | 0.21% | 541,889 | $13.1M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 44,229 | $13.1M | Add +3.2% |
| FLEX Flex Ltd. | 0.21% | 216,250 | $13.1M | New |
| QCOM Qualcomm Inc. | 0.21% | 76,062 | $13.0M | Add +4723.2% |
| KAUG Inv US SML Cap PB ETF - Aug | 0.20% | 477,940 | $12.7M | Add +2.3% |
| ARE Alexandria Real Estate Equit | 0.20% | 257,838 | $12.6M | Add +1453.9% |
| EAPR Innovator Emerging Markets P | 0.20% | 424,454 | $12.6M | Add +2.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.20% | 128,191 | $12.5M | Add +0.1% |
| LYB Lyondellbasell Indu Class A | 0.20% | 288,773 | $12.5M | New |
| KLAC KLA Corp. | 0.19% | 9,844 | $12.0M | New |
| BBUS JPMorgan Betabuilders US Equ | 0.19% | 96,136 | $11.9M | Add +0.7% |
| CAIE Calamos Autocallable Inc. ETF | 0.17% | 405,937 | $10.9M | Add +1.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 208,967 | $10.6M | Add +43.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 16,060 | $9.9M | Add +22.5% |
| SCHX Schwab US Large-Cap ETF | 0.13% | 310,835 | $8.4M | Add +6.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.13% | 69,295 | $8.0M | Add +41.6% |
| IWMI Neos Russell 2000 High Inc. | 0.13% | 163,353 | $8.0M | Add +0.3% |
| HCOW Amplify Cows Cover Call ETF | 0.12% | 323,379 | $7.8M | Add +0.9% |
| FPE FT-Preferred Secur & Inc. ETF | 0.12% | 419,397 | $7.6M | Add +1.3% |
| CLOZ Eldridge BBB-B Clo ETF | 0.12% | 285,578 | $7.6M | Add +1.8% |
| LONZ PIMCO Senior Loan Active ETF | 0.12% | 149,904 | $7.5M | Add +1.9% |
| KBWD Invesco KBW High Dividend Yi | 0.12% | 549,196 | $7.5M | Add +2.1% |
| IYRI Neos Real Est HGH Inc. ETF | 0.12% | 153,420 | $7.5M | Add +1.9% |
| MORT Vaneck Mortgage REIT Income | 0.12% | 706,782 | $7.4M | Add +1.8% |
| DFUS Dimensional US Eq MKT ETF | 0.10% | 87,255 | $6.5M | Reduce -3.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.10% | 109,289 | $6.3M | Add +57.4% |
| IAU iShares Gold Trust | 0.10% | 73,744 | $6.0M | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.09% | 11,965 | $5.8M | Reduce -0.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.09% | 43,751 | $5.6M | Add +5.9% |
| PSLV Sprott Physical Silver Trust | 0.07% | 182,543 | $4.3M | Reduce -0.5% |
| IBTG iShares Ibonds Dec 2026 Term | 0.06% | 171,021 | $3.9M | Reduce -5.4% |
| TSLA Tesla Inc. | 0.06% | 8,664 | $3.9M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 0.06% | 41,827 | $3.8M | Add +14.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.06% | 168,583 | $3.8M | Add +275.6% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.06% | 56,992 | $3.8M | Add +5.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.06% | 91,181 | $3.5M | Reduce -22.4% |
| ESML iShares ESG Aware MSCI USA S | 0.05% | 74,108 | $3.4M | Add +7.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 9,772 | $3.3M | Add +1.4% |
| PFE Pfizer Inc. | 0.05% | 123,804 | $3.1M | Reduce -22.8% |
| MYCG State Street MY2027 Corporat | 0.05% | 120,534 | $3.0M | Add +263.4% |
| MYCF State Street MY2026 Corporat | 0.05% | 120,496 | $3.0M | Reduce -8.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 4,258 | $2.9M | Add +92.1% |
| FIVE Five Below | 0.04% | 14,633 | $2.8M | Reduce -3.4% |
| SU Suncor Energy Inc. | 0.04% | 57,323 | $2.5M | Add +31.4% |
| JUST Goldman Sachs Just US LRG | 0.04% | 25,289 | $2.4M | Add +5.4% |
| SMB Vaneck Short Muni ETF | 0.04% | 132,542 | $2.3M | Add +0.9% |
| ULTA Ulta Beauty Inc. | 0.04% | 3,805 | $2.3M | Reduce -1.0% |
| PUK Prudential PLC-ADR | 0.04% | 73,914 | $2.3M | Add +37.8% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 33,551 | $2.2M | Add +4.1% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.04% | 30,668 | $2.2M | Add +43.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.03% | 47,461 | $2.2M | Add +6.6% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.03% | 27,558 | $2.2M | Add +42.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 7,028 | $2.1M | Add +37.9% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 42,858 | $2.1M | Add +4.5% |
| UBS UBS Group AG-Reg | 0.03% | 45,827 | $2.1M | Add +48.1% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.03% | 108,832 | $2.1M | Add +48.4% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.03% | 23,079 | $2.1M | Add +39.2% |
| RY Royal Bank of Canada | 0.03% | 11,975 | $2.0M | Add +46.8% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 14,661 | $2.0M | Add +42.7% |
| TEL Te Connectivity PLC | 0.03% | 8,838 | $2.0M | Add +37.5% |
| LPLA LPL Financial Holdings Inc. | 0.03% | 5,601 | $2.0M | Add +1.1% |
| CRH CRH PLC | 0.03% | 15,925 | $2.0M | Add +45.4% |
| SHEL Shell PLC-ADR | 0.03% | 26,395 | $1.9M | Add +47.0% |
| ORCL Oracle Corp. | 0.03% | 9,942 | $1.9M | Reduce -85.8% |
| EXE Expand Energy Corp. | 0.03% | 17,498 | $1.9M | Add +0.9% |
| EAGG iShares ESG Aware US Aggrega | 0.03% | 40,178 | $1.9M | Reduce -1.1% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.03% | 20,120 | $1.9M | Add +51.5% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 3,278 | $1.9M | Reduce -27.9% |
| TM Toyota Motor Corp. -Spon ADR | 0.03% | 8,812 | $1.9M | Add +49.6% |
| NGG National Grid PLC-SP ADR | 0.03% | 24,283 | $1.9M | Add +45.9% |
| TTE Totalenergies SE | 0.03% | 28,666 | $1.9M | Add +53.0% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.03% | 7,942 | $1.8M | Add +5.6% |
| WFRD Weatherford International PL | 0.03% | 23,375 | $1.8M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 0.03% | 2,892 | $1.8M | Reduce -1.1% |
| CCEP Coca-Cola Europacific Partne | 0.03% | 19,913 | $1.8M | Add +50.6% |
| CNI Canadian Natl Railway Co. | 0.03% | 18,110 | $1.8M | Add +54.5% |
| HQY Healthequity Inc. | 0.03% | 19,217 | $1.8M | Add +2.0% |
| FTNT Fortinet Inc. | 0.03% | 21,631 | $1.7M | Add +3.0% |
| NDSN Nordson Corp. | 0.03% | 7,085 | $1.7M | No change |
| SNY Sanofi-ADR | 0.03% | 34,816 | $1.7M | Add +55.6% |
| SAIA Saia Inc. | 0.03% | 5,068 | $1.7M | Add +5.9% |
| IWY iShares Russell Top 200 Grow | 0.03% | 5,962 | $1.7M | Add +40.2% |
| AMCR Amcor PLC | 0.03% | 196,775 | $1.6M | Add +56.9% |
| LIN Linde PLC | 0.03% | 3,829 | $1.6M | Add +56.4% |
| JD Jd.com Inc.-ADR | 0.02% | 53,529 | $1.5M | Add +61.1% |
| RELX Relx PLC - Spon ADR | 0.02% | 37,473 | $1.5M | Add +64.9% |
| INVH Invitation Homes Inc. | 0.02% | 52,944 | $1.5M | Add +6.0% |
| SCHD Schwab US DVD Equity ETF | 0.02% | 52,682 | $1.4M | Add +0.3% |
| DT Dynatrace Inc. | 0.02% | 33,082 | $1.4M | Add +5.1% |
| GPN Global Payments Inc. | 0.02% | 17,989 | $1.4M | Add +5.1% |
| SNAP Snap Inc. Class A | 0.02% | 168,968 | $1.4M | Add +8.8% |
| LULU Lululemon Athletica Inc. | 0.02% | 6,511 | $1.4M | Add +13.4% |
| CATH Global X S&P 500 Ca Val ETF | 0.02% | 15,957 | $1.3M | Reduce -0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 34,039 | $1.3M | Add +14.1% |
| OXY Occidental Petroleum Corp. | 0.02% | 30,110 | $1.2M | Reduce -23.0% |
| ON On Semiconductor | 0.02% | 22,746 | $1.2M | Reduce -7.0% |
| JHX James Hardie Ind PLC | 0.02% | 56,736 | $1.2M | Reduce -92.0% |
| SHW The Sherwin-Williams Co. | 0.02% | 3,481 | $1.1M | Add +7.8% |
| BA The Boeing Co. | 0.02% | 5,182 | $1.1M | Reduce -2.9% |
| DG Dollar General Corp. | 0.02% | 8,346 | $1.1M | Reduce -21.7% |
| SYY Sysco Corp. | 0.02% | 14,962 | $1.1M | Reduce -3.3% |
| EXP Eagle Materials Inc. | 0.02% | 5,044 | $1.0M | Reduce -5.9% |
| CAT Caterpillar Inc. | 0.02% | 1,751 | $1.0M | Add +21.0% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 9,294 | $991K | Reduce -3.9% |
| ITM Vaneck Intermediate Muni ETF | 0.02% | 20,469 | $965K | Add +6.6% |
| SUB iShares Short-Term National | 0.01% | 8,659 | $924K | Add +5.5% |
| IBTI iShares Ibonds Dec 2028 Term | 0.01% | 39,776 | $890K | New |
| SHE SS SPDR MSCI U Gend Div ETF | 0.01% | 6,707 | $886K | Add +6.7% |
| VXUS Vanguard Total Intl Stock | 0.01% | 11,550 | $871K | Add +6.6% |
| DUK Duke Energy Corp. | 0.01% | 7,110 | $833K | Reduce -4.6% |
| SRE Sempra | 0.01% | 9,321 | $823K | Reduce -0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 7,125 | $811K | Reduce -93.8% |
| HON Honeywell International Inc. | 0.01% | 4,092 | $798K | Reduce -93.2% |
| AFL Aflac Inc. | 0.01% | 7,203 | $794K | Add +0.7% |
| ARW Arrow Electronics Inc. | 0.01% | 6,944 | $765K | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.01% | 1 | $755K | No change |
| PGR Progressive Corp. | 0.01% | 3,242 | $738K | Add +10.7% |
| MYCH State Street MY2028 Corporat | 0.01% | 29,046 | $729K | New |
| MUNI PIMCO Intermediate Municipal | 0.01% | 13,655 | $716K | Add +6.7% |
| BLDR Builders Firstsource Inc. | 0.01% | 6,911 | $711K | Reduce -3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 1,431 | $698K | Add +3.2% |
| FCNCA First Citizens Bcshs Class A | 0.01% | 323 | $693K | Reduce -15.0% |
| REGN Regeneron Pharmaceuticals | 0.01% | 896 | $692K | New |
| AMD Advanced Micro Devices | 0.01% | 3,090 | $662K | Reduce -0.9% |
| SUSC iShares ESG Aware Usd Corpor | 0.01% | 27,323 | $639K | Reduce -0.4% |
| BSJR Invesco Bulletshares 2027 HY | 0.01% | 27,917 | $631K | New |
| VLO Valero Energy Corp. | 0.01% | 3,736 | $608K | Reduce -5.8% |
| GLD SPDR Gold Shares | 0.01% | 1,527 | $605K | Add +33.7% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.01% | 11,749 | $596K | Add +1.2% |
| BSJQ Invesco Bulletshares 2026 HY | 0.01% | 24,773 | $578K | Reduce -17.5% |
| AXP American Express Co. | 0.01% | 1,558 | $576K | Reduce -27.5% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 2,599 | $571K | Add +27.3% |
| T AT&T Inc. | 0.01% | 22,894 | $569K | Reduce -95.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.01% | 16,645 | $563K | Add +0.1% |
| WEC WEC Energy Group Inc. | 0.01% | 5,233 | $552K | Reduce -16.2% |
| CNQ Canadian Natural Resources | 0.01% | 15,618 | $529K | Reduce -2.1% |
| HYD Vaneck High Yield Muni ETF | 0.01% | 10,324 | $528K | Add +16.6% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 2,893 | $514K | Add +12.3% |
| PEP Pepsico Inc. | 0.01% | 3,549 | $509K | Reduce -8.2% |
| MPC Marathon Petroleum Corp. | 0.01% | 2,943 | $479K | Reduce -4.6% |
| AOS Smith (a.o.) Corp. | 0.01% | 6,840 | $457K | No change |
| DFUV Dimensional US Marketwide Va | 0.01% | 9,427 | $439K | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.01% | 8,650 | $436K | Add +6.9% |
| FANG Diamondback Energy Inc. | 0.01% | 2,837 | $426K | Add +3.1% |
| SLV iShares Silver Trust | 0.01% | 6,477 | $417K | Add +28.3% |
| MRK Merck & Co. Inc. | 0.01% | 3,789 | $399K | Reduce -8.9% |
| SO The Southern Co. | 0.01% | 4,546 | $396K | Reduce -3.5% |
| AR Antero Resources Corp. | 0.01% | 11,389 | $392K | Reduce -3.1% |
| WMB Williams Cos Inc. | 0.01% | 6,524 | $392K | Reduce -6.5% |
| MEC Mayville Engineering Co. Inc. | 0.01% | 20,904 | $391K | Reduce -0.9% |
| KR Kroger Co. | 0.01% | 6,254 | $391K | Add +1.2% |
| ET Energy Transfer LP | 0.01% | 23,666 | $390K | Add +4.8% |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 1,953 | $388K | Reduce -15.3% |
| HAL Halliburton Co. | 0.01% | 13,490 | $381K | Reduce -2.3% |
| XLK SS Technology Select Sector | 0.01% | 2,628 | $378K | Add +19.9% |
| IVW iShares S&P 500 Growth ETF | 0.01% | 3,034 | $374K | Add +22.5% |
| SCHG Schwab US Large-Cap Growth | 0.01% | 11,131 | $363K | No change |
| LNG Cheniere Energy Inc. | 0.01% | 1,856 | $361K | Reduce -3.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 855 | $353K | Add +26.1% |
| PM Philip Morris International | 0.01% | 2,140 | $343K | Reduce -24.6% |
| CEF Sprott Physical Gold and Sil | 0.01% | 7,432 | $340K | No change |
| MA Mastercard Inc. Class A | 0.01% | 594 | $339K | New |
| VGT Vanguard Info Tech ETF | 0.01% | 450 | $339K | Add +5.4% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 6,236 | $336K | Reduce -2.4% |
| MCK McKesson Corp. | 0.01% | 410 | $336K | Reduce -1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 1,746 | $333K | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 5,310 | $332K | New |
| TFC Truist Financial Corp. | 0.01% | 6,672 | $328K | Add +0.5% |
| ULST SS Ultra Short TM Bond ETF | 0.01% | 7,952 | $322K | Reduce -12.9% |
| ITOT iShares Core S&P Total U.S. | 0.01% | 2,111 | $314K | Add +17.0% |
| XLY SS Consumer Disc Select Sect | 0.00% | 2,547 | $304K | Add +19.9% |
| NOC Northrop Grumman Corp. | 0.00% | 521 | $297K | Reduce -98.0% |
| ARKX ARK Space & Defense Innovati | 0.00% | 10,172 | $295K | No change |
| CMS CMS Energy Corp. | 0.00% | 4,010 | $280K | Reduce -4.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 6,178 | $279K | No change |
| HDV iShares Core High Dividend E | 0.00% | 2,294 | $279K | Add +1.3% |
| CL Colgate-Palmolive Co. | 0.00% | 3,498 | $276K | Add +6.2% |
| COFS Choiceone Financial SVCS Inc. | 0.00% | 9,318 | $275K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 1,500 | $274K | No change |
| EVRG Evergy Inc. | 0.00% | 3,653 | $265K | Reduce -0.8% |
| INTC Intel Corp. | 0.00% | 7,094 | $262K | Reduce -10.2% |
| CSX CSX Corp. | 0.00% | 7,214 | $262K | Add +1.9% |
| IDV iShares International Select | 0.00% | 6,542 | $258K | Add +2.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 3,489 | $257K | Add +4.1% |
| CRM Salesforce Inc. | 0.00% | 966 | $256K | Reduce -12.1% |
| CEFA Global X S&P Cath Val Devel | 0.00% | 6,862 | $253K | No change |
| LNT Alliant Energy Corp. | 0.00% | 3,890 | $253K | No change |
| NUE Nucor Corp. | 0.00% | 1,527 | $249K | Add +0.7% |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 5,912 | $244K | Add +2.2% |
| VZ Verizon Communications Inc. | 0.00% | 5,918 | $241K | Add +2.7% |
| ATO Atmos Energy Corp. | 0.00% | 1,416 | $237K | Reduce -0.1% |
| BAPR Innovator U.S. Equity Buffer | 0.00% | 4,902 | $235K | Reduce -76.2% |
| QLD Proshares Ultra QQQ | 0.00% | 3,328 | $234K | Reduce -50.0% |
| XBAP Innovator US Eqy Accel 9 Buf | 0.00% | 6,045 | $234K | Reduce -57.1% |
| VYM Vanguard High DVD Yield ETF | 0.00% | 1,565 | $225K | Reduce -42.6% |
| MNST Monster Beverage Corp. | 0.00% | 2,894 | $222K | New |
| BSRR Sierra Bancorp | 0.00% | 6,560 | $214K | New |
| IEF iShares 7-10 Year Treasury B | 0.00% | 2,146 | $206K | New |
| CEG Constellation Energy | 0.00% | 582 | $206K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 663 | $200K | New |
| MBS Angel Oak Mortg-Bcked SE ETF | 0.00% | 11,101 | $97K | Reduce -33.7% |