| GLD SPDR Gold Shares | 4.77% | 27,471 | $11.8M | Reduce -1.0% |
| IOO iShares Global 100 ETF | 4.46% | 91,429 | $11.1M | Reduce -4.6% |
| AAPL Apple Inc. | 4.40% | 43,028 | $10.9M | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 3.88% | 96,900 | $9.6M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 3.53% | 30,482 | $8.8M | Reduce -2.5% |
| FBND Fidelity Total Bond ETF | 3.27% | 177,699 | $8.1M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 3.06% | 11,613 | $7.6M | Reduce -0.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.28% | 71,942 | $5.7M | Add +7.3% |
| AMZN Amazon.com Inc. | 2.20% | 26,192 | $5.5M | Reduce -3.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.19% | 59,876 | $5.4M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 2.18% | 9,349 | $5.4M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.98% | 13,283 | $4.9M | Reduce -3.3% |
| NVDA Nvidia Corp. | 1.90% | 27,042 | $4.7M | Add +2.0% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 1.75% | 128,463 | $4.3M | Add +22.7% |
| IJR iShares Core S&P Small-Cap E | 1.70% | 33,884 | $4.2M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 1.63% | 59,849 | $4.0M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 1.59% | 61,703 | $4.0M | Add +8.3% |
| IWR iShares Russell Mid-Cap ETF | 1.53% | 38,956 | $3.8M | Add +4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 5,356 | $3.5M | Add +0.2% |
| VFLO Victoryshares Free Cash Flow | 1.32% | 82,701 | $3.3M | Add +0.9% |
| META Meta Platforms Inc. Class A | 1.14% | 4,924 | $2.8M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 1.06% | 48,767 | $2.6M | Add +1.1% |
| AVGO Broadcom Inc. | 1.03% | 8,222 | $2.5M | Reduce -0.7% |
| KLAC KLA Corp. | 1.02% | 1,715 | $2.5M | No change |
| JPM JPMorgan Chase & Co. | 1.01% | 8,557 | $2.5M | Reduce -0.2% |
| EQIX Equinix Inc. | 1.00% | 2,529 | $2.5M | Reduce -3.9% |
| COST Costco Wholesale Corp. | 0.99% | 2,471 | $2.5M | Add +0.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.97% | 72,013 | $2.4M | Add +3.9% |
| MFSI MFS Active International | 0.92% | 76,767 | $2.3M | Add +1.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.92% | 46,875 | $2.3M | Reduce -7.3% |
| RSP Invesco S&P 500 Equal Weight | 0.89% | 11,553 | $2.2M | Add +0.0% |
| JEPI JPMorgan Equity Premium Inco | 0.80% | 35,077 | $2.0M | Reduce -5.6% |
| PLD Prologis Inc. | 0.79% | 14,780 | $2.0M | Add +0.2% |
| ILCG iShares Morningstar Growth E | 0.78% | 20,366 | $1.9M | Reduce -0.7% |
| IYY iShares Dow Jones U.S. ETF | 0.78% | 12,216 | $1.9M | Reduce -0.6% |
| IHDG Wisdomtree International Hed | 0.72% | 37,325 | $1.8M | Reduce -27.7% |
| MA Mastercard Inc. Class A | 0.72% | 3,593 | $1.8M | Reduce -5.5% |
| WMT Walmart Inc. | 0.68% | 13,521 | $1.7M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 3,343 | $1.6M | Add +35.6% |
| NOC Northrop Grumman Corp. | 0.60% | 2,185 | $1.5M | No change |
| GS Goldman Sachs Group Inc. | 0.59% | 1,728 | $1.5M | Add +0.1% |
| V Visa Inc. Class A | 0.56% | 4,608 | $1.4M | Reduce -0.3% |
| ICF iShares Select U.S. REIT ETF | 0.56% | 22,442 | $1.4M | Reduce -3.1% |
| TMUS T-Mobile US Inc. | 0.53% | 6,215 | $1.3M | Reduce -2.0% |
| CVX Chevron Corp. | 0.52% | 6,246 | $1.3M | Add +1.4% |
| ABNB Airbnb Inc. Class A | 0.51% | 10,053 | $1.3M | Add +71707.1% |
| MAR Marriott International Class A | 0.49% | 3,738 | $1.2M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.49% | 5,589 | $1.2M | Add +3.6% |
| RTX RTX Corp. | 0.48% | 6,150 | $1.2M | Reduce -0.2% |
| ICVT iShares Convertible Bond ETF | 0.45% | 10,906 | $1.1M | Add +0.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.45% | 24,318 | $1.1M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.45% | 3,142 | $1.1M | Reduce -0.1% |
| PCAR Paccar Inc. | 0.44% | 9,516 | $1.1M | Reduce -3.4% |
| CGSM Cap Group Short Muni Income | 0.44% | 41,356 | $1.1M | Add +7.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.43% | 36,490 | $1.1M | No change |
| NOW ServiceNow Inc. | 0.43% | 10,210 | $1.1M | Reduce -8.5% |
| PGR Progressive Corp. | 0.43% | 5,378 | $1.1M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.41% | 3,555 | $1.0M | Add +3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 2,930 | $990K | No change |
| ARKK ARK Innovation ETF | 0.39% | 14,433 | $976K | Reduce -12.9% |
| DE Deere & Co. | 0.39% | 1,731 | $975K | Add +1.1% |
| FAST Fastenal Co. | 0.39% | 20,952 | $972K | Reduce -2.2% |
| ILCB iShares Morningstar U.S. Equ | 0.38% | 10,371 | $932K | Reduce -2.2% |
| EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU | 0.37% | 27,832 | $921K | Reduce -11.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.37% | 10,945 | $915K | No change |
| HD Home Depot Inc. | 0.37% | 2,756 | $906K | Reduce -8.8% |
| IAU iShares Gold Trust | 0.36% | 10,240 | $903K | No change |
| CSCO Cisco Systems Inc. | 0.36% | 11,413 | $886K | Add +1.3% |
| CMF iShares California Muni Bond | 0.35% | 15,232 | $866K | No change |
| FLIN Franklin Ftse India ETF | 0.33% | 24,642 | $819K | Reduce -9.1% |
| AGGH Simplify Aggregate Bond ETF | 0.33% | 40,043 | $815K | Add +1.8% |
| INTU Intuit Inc. | 0.32% | 1,858 | $803K | Reduce -9.8% |
| JNJ Johnson & Johnson | 0.31% | 3,161 | $773K | Add +4.1% |
| MU Micron Technology Inc. | 0.31% | 2,286 | $772K | Add +1.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.30% | 3,478 | $756K | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.30% | 10,755 | $750K | No change |
| BLK BlackRock Inc. | 0.30% | 775 | $745K | Reduce -1.4% |
| MRVL Marvell Technology Inc. | 0.30% | 7,404 | $733K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 1 | $718K | Reduce -50.0% |
| GD General Dynamics Corp. | 0.28% | 2,025 | $695K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.27% | 6,217 | $660K | No change |
| C Citigroup Inc. | 0.26% | 5,740 | $651K | Add +0.0% |
| SHW The Sherwin-Williams Co. | 0.24% | 1,847 | $592K | Add +1.4% |
| ORCL Oracle Corp. | 0.23% | 3,943 | $580K | No change |
| GE General Electric filed as GE AEROSPACE | 0.23% | 2,038 | $578K | Add +13.2% |
| SCHW Schwab (charles) Corp. | 0.23% | 5,945 | $559K | Add +8.3% |
| CRM Salesforce Inc. | 0.22% | 2,971 | $555K | Reduce -24.2% |
| QCOM Qualcomm Inc. | 0.21% | 4,028 | $519K | Add +1.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.21% | 386 | $510K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 2,230 | $480K | Add +8.3% |
| LMT Lockheed Martin Corp. | 0.19% | 791 | $478K | Add +2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 4,913 | $473K | Reduce -24.6% |
| CMI Cummins Inc. | 0.19% | 857 | $461K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,397 | $448K | Reduce -6.9% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 909 | $447K | No change |
| DBC Invesco DB Commodity Index T | 0.18% | 15,330 | $444K | Add +6.2% |
| VIGI Vanguard Int Div App Indx FD | 0.17% | 4,829 | $427K | No change |
| EZU iShares MSCI Eurozone ETF | 0.17% | 6,704 | $420K | Add +6.5% |
| HON Honeywell International Inc. | 0.17% | 1,831 | $414K | Reduce -6.4% |
| FDX FedEx Corp. | 0.17% | 1,150 | $410K | Add +2.2% |
| PWZ Invesco California Amt-Free | 0.16% | 17,118 | $409K | Add +0.1% |
| TSLA Tesla Inc. | 0.16% | 1,067 | $397K | No change |
| VHT Vanguard Health Care ETF | 0.16% | 1,449 | $395K | No change |
| FLQM Franklin U.S. Mid Cap Multif | 0.15% | 6,980 | $383K | No change |
| BKNG Booking Holdings Inc. | 0.15% | 89 | $374K | No change |
| REGN Regeneron Pharmaceuticals | 0.15% | 478 | $369K | No change |
| XSMO Invesco S&P Smallcap Momentu | 0.15% | 4,832 | $367K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 7,507 | $366K | No change |
| PSA Public Storage | 0.14% | 1,321 | $358K | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.14% | 5,088 | $357K | No change |
| JBND JPMorgan Active Bond ETF | 0.14% | 6,599 | $355K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.14% | 381 | $350K | Add +24.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.14% | 893 | $349K | No change |
| PANW Palo Alto Networks Inc. | 0.14% | 2,142 | $343K | Add +29.7% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.13% | 7,588 | $335K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.13% | 3,465 | $317K | No change |
| WDAY Workday Inc. Class A | 0.13% | 2,436 | $316K | Reduce -43.3% |
| NVS Novartis AG-Sponsored ADR | 0.12% | 2,013 | $307K | No change |
| LOW Lowe's Cos Inc. | 0.12% | 1,296 | $306K | No change |
| VNQ Vanguard Real Estate ETF | 0.12% | 3,405 | $302K | Reduce -0.2% |
| BABA Alibaba Group Holding-SP ADR | 0.12% | 2,326 | $292K | No change |
| CEF Sprott Physical Gold and Sil | 0.12% | 6,075 | $290K | No change |
| TRGP Targa Resources Corp. | 0.11% | 1,132 | $284K | No change |
| IYC iShares US Consumer Discreti | 0.11% | 2,896 | $281K | No change |
| MELI MercadoLibre Inc. | 0.11% | 161 | $278K | No change |
| FTCA Franklin Ca Muni Inc. ETF | 0.11% | 37,621 | $274K | No change |
| NUEM Nuveen ESG Emerging Markets | 0.11% | 7,351 | $270K | Reduce -14.6% |
| ILF iShares Latin America 40 ETF | 0.11% | 7,527 | $267K | Add +0.0% |
| FDVV Fidelity High Dividend ETF | 0.11% | 4,835 | $267K | No change |
| IVW iShares S&P 500 Growth ETF | 0.11% | 2,346 | $265K | No change |
| VLUE iShares MSCI USA Value Facto | 0.11% | 1,835 | $261K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.10% | 427 | $255K | Reduce -1.2% |
| WELL Welltower Inc. | 0.10% | 1,257 | $249K | Add +7.1% |
| LIN Linde PLC | 0.10% | 494 | $245K | Add +9.1% |
| GM General Motors Co. | 0.10% | 3,228 | $240K | No change |
| UBS UBS Group AG-Reg | 0.10% | 6,044 | $236K | No change |
| GWW WW Grainger Inc. | 0.09% | 214 | $233K | Add +4.9% |
| ADBE Adobe Inc. | 0.09% | 945 | $230K | Reduce -46.5% |
| XLK SS Technology Select Sector | 0.09% | 1,687 | $224K | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.08% | 1,500 | $209K | Reduce -19.0% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.08% | 1,521 | $206K | No change |
| SBUX Starbucks Corp. | 0.08% | 2,235 | $200K | Reduce -35.2% |
| BX Blackstone Inc. | 0.08% | 1,721 | $198K | Add +4.9% |
| BR Broadridge Financial Solutio | 0.08% | 1,205 | $196K | No change |
| NFLX Netflix Inc. | 0.08% | 2,010 | $193K | Add +1.0% |
| SPG Simon Property Group Inc. | 0.08% | 1,028 | $192K | Add +5.9% |
| TDG Transdigm Group Inc. | 0.08% | 162 | $188K | No change |
| BA The Boeing Co. | 0.07% | 930 | $185K | Add +3.5% |
| IBB iShares Biotechnology ETF | 0.07% | 1,064 | $180K | No change |
| KKR KKR & Co. Inc. | 0.07% | 1,940 | $179K | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.07% | 1,085 | $177K | New |
| ISCV iShares Morningstar Small-Ca | 0.07% | 2,546 | $177K | Add +0.4% |
| FTNT Fortinet Inc. | 0.07% | 2,078 | $170K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.07% | 919 | $169K | No change |
| PAYX Paychex Inc. | 0.07% | 1,790 | $165K | No change |
| IWD iShares Russell 1000 Value E | 0.07% | 760 | $162K | Add +0.4% |
| TOL Toll Brothers Inc. | 0.06% | 1,177 | $161K | No change |
| XOM Exxon Mobil Corp. | 0.06% | 944 | $160K | Add +67.4% |
| MS Morgan Stanley | 0.06% | 957 | $158K | Add +8.9% |
| NTES Netease Inc.-ADR | 0.06% | 1,396 | $156K | No change |
| IWM iShares Russell 2000 ETF | 0.06% | 616 | $153K | No change |
| MCHP Microchip Technology Inc. | 0.06% | 2,312 | $149K | No change |
| KR Kroger Co. | 0.06% | 1,987 | $144K | Add +12.4% |
| LYV Live Nation Entertainment Inc. | 0.06% | 923 | $141K | No change |
| PM Philip Morris International | 0.06% | 844 | $140K | Add +6.8% |
| PG The Procter & Gamble Co. | 0.06% | 962 | $139K | Add +4.6% |
| WTW Willis Towers Watson PLC | 0.06% | 470 | $137K | No change |
| AZN Astrazeneca PLC | 0.05% | 690 | $136K | No change |
| UNP Union Pacific Corp. | 0.05% | 557 | $135K | Add +3.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.05% | 2,966 | $134K | No change |
| ROST Ross Stores Inc. | 0.05% | 612 | $133K | No change |
| VGT Vanguard Info Tech ETF | 0.05% | 187 | $130K | Add +13.3% |
| FLOT iShares Floating Rate Bond E | 0.05% | 2,483 | $127K | No change |
| SMH Vaneck Semiconductor ETF | 0.05% | 328 | $126K | No change |
| LHX L3HARRIS Technologies Inc. | 0.05% | 361 | $125K | No change |
| PDBC Invesco Optimum Yield Divers | 0.05% | 7,034 | $122K | New |
| IVE iShares S&P 500 Value ETF | 0.05% | 576 | $122K | No change |
| VLO Valero Energy Corp. | 0.05% | 488 | $121K | Add +3.8% |
| NXPI NXP Semiconductors NV | 0.05% | 612 | $120K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.05% | 1,883 | $118K | Add +0.2% |
| IYW iShares Ustechnology ETF | 0.05% | 622 | $113K | Reduce -21.7% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 1,848 | $112K | Add +13.1% |
| WMB Williams Cos Inc. | 0.04% | 1,526 | $111K | Add +20.6% |
| PNC PNC Financial Services Group | 0.04% | 527 | $110K | No change |
| BSX Boston Scientific Corp. | 0.04% | 1,732 | $109K | Reduce -6.8% |
| PSX Phillips 66 | 0.04% | 588 | $107K | Add +16.2% |
| COF Capital One Financial Corp. | 0.04% | 585 | $107K | No change |
| PZA Invesco National Amt-Free Mu | 0.04% | 4,639 | $107K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.04% | 1,144 | $106K | Add +0.1% |
| TM Toyota Motor Corp. -Spon ADR | 0.04% | 502 | $103K | No change |
| COP Conocophillips | 0.04% | 761 | $100K | No change |
| EPI Wisdomtree India Earnings | 0.04% | 2,427 | $99K | No change |
| WFC Wells Fargo & Co. | 0.04% | 1,242 | $99K | Add +26.7% |
| AMLP Alerian MLP ETF | 0.04% | 1,818 | $96K | No change |
| IMCB iShares Morningstar Mid-Cap | 0.04% | 1,144 | $95K | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 643 | $94K | Add +3.4% |
| SLV iShares Silver Trust | 0.04% | 1,375 | $94K | No change |
| CME Cme Group Inc. | 0.04% | 312 | $92K | Add +16.4% |
| ETN Eaton Corp. PLC | 0.04% | 251 | $90K | Reduce -16.6% |
| VIS Vanguard Industrials ETF | 0.04% | 286 | $89K | No change |
| VONV Vanguard Russell 1000 Value | 0.04% | 946 | $89K | No change |
| ANET Arista Networks Inc. | 0.04% | 720 | $88K | No change |
| AER Aercap Holdings NV | 0.04% | 635 | $87K | No change |
| PSCT Invesco S&P Smallcap Informa | 0.04% | 1,450 | $87K | No change |
| FPEI First Trust Institutional PR | 0.04% | 4,564 | $87K | No change |
| VPU Vanguard Utilities ETF | 0.03% | 425 | $84K | Add +44.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 2,269 | $83K | No change |
| SPHY SS SPDR P High Yield ETF | 0.03% | 3,512 | $82K | Add +0.1% |
| AXP American Express Co. | 0.03% | 270 | $82K | Add +54.3% |
| VZ Verizon Communications Inc. | 0.03% | 1,626 | $82K | Add +33.2% |
| CHKP Check Point Software Tech | 0.03% | 555 | $79K | No change |
| UBER Uber Technologies Inc. | 0.03% | 1,091 | $78K | Add +5.3% |
| JD Jd.com Inc.-ADR | 0.03% | 2,633 | $78K | No change |
| CNP Centerpoint Energy Inc. | 0.03% | 1,732 | $75K | No change |
| DLR Digital Realty Trust Inc. | 0.03% | 414 | $75K | Add +14.4% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.03% | 7,175 | $74K | No change |
| NEM Newmont Corp. | 0.03% | 662 | $72K | Add +13.2% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.03% | 1,834 | $71K | No change |
| FHLC Fidelity MSCI Health Care | 0.03% | 1,004 | $71K | No change |
| BIIB Biogen Inc. | 0.03% | 385 | $71K | No change |
| HBAN Huntington Bancshares Inc. | 0.03% | 4,402 | $69K | No change |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.03% | 696 | $67K | No change |
| CTAS Cintas Corp. | 0.03% | 385 | $65K | Add +3.2% |
| FANG Diamondback Energy Inc. | 0.03% | 325 | $64K | Add +20.4% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.03% | 968 | $63K | No change |
| LSTR Landstar System Inc. | 0.03% | 390 | $63K | No change |
| SO The Southern Co. | 0.03% | 647 | $62K | Add +14.3% |
| MCD McDonald's Corp. | 0.03% | 200 | $62K | No change |
| BKLN Invesco Senior Loan ETF | 0.02% | 3,000 | $61K | No change |
| MCK McKesson Corp. | 0.02% | 68 | $59K | Add +58.1% |
| PEP Pepsico Inc. | 0.02% | 375 | $58K | Add +0.3% |
| IMCG iShares Morningstar Mid-Cap | 0.02% | 731 | $58K | No change |
| SYK Stryker Corp. | 0.02% | 175 | $58K | Add +40.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 430 | $57K | No change |
| RACE Ferrari NV | 0.02% | 168 | $57K | No change |
| LRCX Lam Research Corp. | 0.02% | 260 | $56K | Add +1429.4% |
| UI Ubiquiti Inc. | 0.02% | 70 | $55K | No change |
| EWT iShares MSCI Taiwan ETF | 0.02% | 774 | $55K | No change |
| GDX Vaneck Gold Miners ETF | 0.02% | 595 | $55K | No change |
| CEG Constellation Energy | 0.02% | 195 | $55K | Add +35.4% |
| SLRC SLR Investment Corp. | 0.02% | 3,787 | $54K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 207 | $53K | Reduce -0.5% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.02% | 1,665 | $51K | Add +0.1% |
| ARCC Ares Capital Corp. | 0.02% | 2,825 | $51K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 385 | $49K | No change |
| SHEL Shell PLC-ADR | 0.02% | 523 | $49K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.02% | 380 | $48K | No change |
| AMT American Tower Corp. | 0.02% | 275 | $47K | Add +12.2% |
| IWY iShares Russell Top 200 Grow | 0.02% | 188 | $47K | No change |
| OIH Vaneck Oil Services ETF | 0.02% | 114 | $46K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.02% | 317 | $46K | Add +0.3% |
| CAT Caterpillar Inc. | 0.02% | 64 | $45K | New |
| XLRE SS Real Estate Select Sector | 0.02% | 1,109 | $45K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.02% | 379 | $45K | Add +0.5% |
| IYE iShares U.S. Energy ETF | 0.02% | 692 | $45K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.02% | 439 | $44K | No change |
| IDXX Idexx Laboratories Inc. | 0.02% | 76 | $43K | Add +38.2% |
| T AT&T Inc. | 0.02% | 1,442 | $42K | Add +121.8% |
| KO The Coca-Cola Co. | 0.02% | 547 | $42K | Add +64.3% |
| LUV Southwest Airlines Co. | 0.02% | 1,106 | $42K | Add +0.2% |
| AGO Assured Guaranty Ltd. | 0.02% | 502 | $41K | No change |
| VONG Vanguard Russell 1000 Growth | 0.02% | 372 | $41K | No change |
| ISRG Intuitive Surgical Inc. | 0.02% | 87 | $40K | Add +42.6% |
| CAH Cardinal Health Inc. | 0.02% | 186 | $39K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 517 | $39K | Add +0.2% |
| DHR Danaher Corp. | 0.02% | 203 | $38K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 146 | $38K | Reduce -2.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 808 | $37K | No change |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.01% | 3,351 | $37K | No change |
| PFE Pfizer Inc. | 0.01% | 1,310 | $37K | No change |
| PH Parker Hannifin Corp. | 0.01% | 41 | $37K | Add +141.2% |
| DAL Delta Air Lines Inc. | 0.01% | 552 | $37K | Add +62.4% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 285 | $36K | No change |
| BND Vanguard Total Bond Market | 0.01% | 494 | $36K | Add +420.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 458 | $36K | Add +0.9% |
| XLV SS Health Care Select Sector | 0.01% | 247 | $36K | Add +16.5% |
| SHOP Shopify Inc. Class A | 0.01% | 296 | $35K | No change |
| VCIT Vanguard Int-Term Corporate | 0.01% | 423 | $35K | Add +87.2% |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 442 | $35K | No change |
| XLC SS Comm Select Sector SPDR | 0.01% | 311 | $34K | Add +15.6% |
| SYF Synchrony Financial | 0.01% | 505 | $34K | No change |
| XLF SS Financial Select Sector | 0.01% | 688 | $34K | Add +25.3% |
| KMI Kinder Morgan Inc. | 0.01% | 1,009 | $34K | Add +80.2% |
| IEF iShares 7-10 Year Treasury B | 0.01% | 353 | $34K | Add +43.5% |
| APO Apollo Global Management Inc. | 0.01% | 290 | $32K | No change |
| SUB iShares Short-Term National | 0.01% | 294 | $31K | No change |
| WCN Waste Connections Inc. | 0.01% | 191 | $31K | Add +0.5% |
| VMC Vulcan Materials Co. | 0.01% | 113 | $31K | Add +18.9% |
| SPGI S&P Global Inc. | 0.01% | 72 | $31K | Add +63.6% |
| EQT Eqt Corp. | 0.01% | 480 | $31K | No change |
| PINS Pinterest Inc. Class A | 0.01% | 1,657 | $30K | Add +2858.9% |
| MRK Merck & Co. Inc. | 0.01% | 251 | $30K | New |
| MMM 3M Co. | 0.01% | 204 | $30K | Add +61.9% |
| VAW Vanguard Materials ETF | 0.01% | 131 | $30K | No change |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.01% | 886 | $29K | No change |
| TRV The Travelers Cos Inc. | 0.01% | 100 | $29K | No change |
| GEV GE Vernova Inc. | 0.01% | 33 | $29K | New |
| DXJ Wisdomtree Japan Hedged Eq | 0.01% | 180 | $29K | No change |
| ITOT iShares Core S&P Total U.S. | 0.01% | 200 | $28K | No change |
| HAL Halliburton Co. | 0.01% | 700 | $27K | No change |
| IYR iShares US Real Estate ETF | 0.01% | 286 | $27K | No change |
| EFA iShares MSCI Eafe ETF | 0.01% | 276 | $27K | No change |
| TLT iShares 20+ Year Treasury BD | 0.01% | 308 | $27K | Add +0.7% |
| AMD Advanced Micro Devices | 0.01% | 129 | $26K | Add +143.4% |
| WPM Wheaton Precious Metals Corp. | 0.01% | 200 | $26K | No change |
| CB Chubb Ltd. | 0.01% | 80 | $26K | Add +86.0% |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 259 | $25K | No change |
| TFI SS SPDR N Ice Muni Bond ETF | 0.01% | 552 | $25K | No change |
| RZV Invesco S&P Smallcap 600 Pur | 0.01% | 200 | $25K | No change |
| YUM Yum! Brands Inc. | 0.01% | 160 | $25K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 86 | $25K | Reduce -7.5% |
| HEI Heico Corp. | 0.01% | 90 | $25K | No change |
| EXE Expand Energy Corp. | 0.01% | 220 | $24K | No change |
| EEMA iShares MSCI Emerg MRKT Asia | 0.01% | 250 | $24K | No change |
| PSCH Invesco S&P Smallcap Health | 0.01% | 582 | $24K | No change |
| JFR Nuveen Floating Rate Income | 0.01% | 3,170 | $24K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 98 | $24K | Add +50.8% |
| XLY SS Consumer Disc Select Sect | 0.01% | 217 | $24K | Add +25.4% |
| SCCO Southern Copper Corp. | 0.01% | 137 | $24K | Add +0.7% |
| ACWI iShares MSCI Acwi ETF | 0.01% | 165 | $23K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 93 | $23K | Add +86.0% |
| ATMU Atmus Filtration Technologie | 0.01% | 400 | $23K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 440 | $22K | No change |
| EXPE Expedia Group Inc. | 0.01% | 95 | $22K | New |
| XLP SS Consumer Staples Sel Sect | 0.01% | 263 | $22K | Add +11.9% |
| WM Waste Management Inc. | 0.01% | 93 | $21K | Add +232.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 47 | $21K | Add +422.2% |
| SRE Sempra | 0.01% | 214 | $21K | Add +24.4% |
| MO Altria Group Inc. | 0.01% | 309 | $20K | Add +51.5% |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 106 | $20K | No change |
| CARR Carrier Global Corp. | 0.01% | 360 | $20K | No change |
| DECK Deckers Outdoor Corp. | 0.01% | 201 | $20K | No change |
| FSLR First Solar Inc. | 0.01% | 100 | $20K | No change |
| EW Edwards Lifesciences Corp. | 0.01% | 240 | $19K | No change |
| EWC iShares MSCI Canada ETF | 0.01% | 350 | $19K | No change |
| PAAS Pan American Silver Corp. | 0.01% | 350 | $19K | No change |
| TXN Texas Instruments Inc. | 0.01% | 98 | $19K | Add +32.4% |
| SPOT Spotify Technology SA | 0.01% | 39 | $19K | No change |
| IWX iShares Russell Top 200 Valu | 0.01% | 203 | $19K | No change |
| TT Trane Technologies PLC | 0.01% | 44 | $18K | New |
| ABT Abbott Laboratories | 0.01% | 177 | $18K | Add +142.5% |
| CL Colgate-Palmolive Co. | 0.01% | 210 | $18K | Add +425.0% |
| VLTO Veralto Corp. | 0.01% | 200 | $18K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 58 | $18K | No change |
| VEEV Veeva Systems Inc. Class A | 0.01% | 100 | $18K | No change |
| LOGI Logitech International-Reg | 0.01% | 189 | $17K | No change |
| EWJ iShares MSCI Japan ETF | 0.01% | 195 | $16K | No change |
| BIV Vanguard Intermediate-Term B | 0.01% | 213 | $16K | No change |
| FE Firstenergy Corp. | 0.01% | 323 | $16K | No change |
| JCI Johnson Controls Internation | 0.01% | 124 | $16K | Add +376.9% |
| XLE SS Energy Select Sector | 0.01% | 264 | $16K | Add +20.0% |
| HIG Hartford Insurance Group Inc. | 0.01% | 117 | $16K | New |
| NTRS Northern Trust Corp. | 0.01% | 113 | $16K | New |
| IDE Voya Infrastructure Indust | 0.01% | 1,250 | $16K | No change |
| TTWO Take-Two Interactive Softwre | 0.01% | 78 | $15K | New |
| NXT Nextpower Inc. | 0.01% | 127 | $15K | No change |
| MBB iShares MBS ETF | 0.01% | 161 | $15K | New |
| APH Amphenol Corp. Class A | 0.01% | 120 | $15K | No change |
| VFH Vanguard Financials ETF | 0.01% | 125 | $15K | Reduce -29.8% |
| MNST Monster Beverage Corp. | 0.01% | 207 | $15K | New |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.01% | 157 | $15K | No change |
| NEE Nextera Energy Inc. | 0.01% | 156 | $14K | New |
| AFL Aflac Inc. | 0.01% | 129 | $14K | New |
| MDT Medtronic PLC | 0.01% | 163 | $14K | Add +98.8% |
| CSX CSX Corp. | 0.01% | 341 | $14K | New |
| RF Regions Financial Corp. | 0.01% | 533 | $14K | No change |
| CBOE Cboe Global Markets Inc. | 0.01% | 49 | $14K | New |
| LNG Cheniere Energy Inc. | 0.01% | 49 | $14K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 170 | $14K | No change |
| ETR Entergy Corp. | 0.01% | 118 | $13K | New |
| CPT Camden Property Trust | 0.01% | 135 | $13K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 136 | $13K | No change |
| AVB Avalonbay Communities Inc. | 0.01% | 78 | $13K | Add +59.2% |
| RITM Rithm Capital Corp. | 0.01% | 1,340 | $13K | No change |
| AIG American International Group | 0.01% | 168 | $13K | New |
| EMLC Vaneck JPM Em Local Curr BND | 0.01% | 499 | $13K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 238 | $12K | No change |
| SNEX Stonex Group Inc. | 0.00% | 150 | $12K | Add +50.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 76 | $12K | Add +1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 263 | $12K | Add +11.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 178 | $12K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 245 | $12K | New |
| XPO Xpo Inc. | 0.00% | 60 | $12K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 80 | $12K | New |
| TSN Tyson Foods Inc. Class A | 0.00% | 178 | $11K | New |
| GOVT iShares US Treasury Bond ETF | 0.00% | 494 | $11K | New |
| MET Metlife Inc. | 0.00% | 160 | $11K | New |
| CBRE CBRE Group Inc. Class A | 0.00% | 81 | $11K | New |
| GLW Corning Inc. | 0.00% | 80 | $11K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 183 | $11K | Add +306.7% |
| WAT Waters Corp. | 0.00% | 36 | $11K | New |
| AMAT Applied Materials Inc. | 0.00% | 31 | $10K | Add +287.5% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.00% | 112 | $10K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 129 | $10K | No change |
| SCHD Schwab US DVD Equity ETF | 0.00% | 336 | $10K | Add +0.9% |
| DOV Dover Corp. | 0.00% | 49 | $10K | New |
| AXON Axon Enterprise Inc. | 0.00% | 24 | $10K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 289 | $10K | New |
| ITW Illinois Tool Works | 0.00% | 39 | $10K | Add +129.4% |
| HHH Howard Hughes Holdings Inc. | 0.00% | 160 | $10K | No change |
| ETSY Etsy Inc. | 0.00% | 200 | $10K | No change |
| KLIC Kulicke & Soffa Industries | 0.00% | 150 | $10K | No change |
| CTVA Corteva Inc. | 0.00% | 117 | $10K | No change |
| PRU Prudential Financial Inc. | 0.00% | 100 | $10K | New |
| DSL Doubleline Income Solutions | 0.00% | 900 | $10K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.00% | 199 | $10K | No change |
| USB US Bancorp | 0.00% | 182 | $9K | New |
| BAM Brookfield Asset Mgmt-A | 0.00% | 207 | $9K | No change |
| OLED Universal Display Corp. | 0.00% | 100 | $9K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 327 | $9K | No change |
| EBAY eBay Inc. | 0.00% | 100 | $9K | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 32 | $9K | New |
| ADI Analog Devices Inc. | 0.00% | 28 | $9K | New |
| ATO Atmos Energy Corp. | 0.00% | 48 | $9K | New |
| SCHG Schwab US Large-Cap Growth | 0.00% | 301 | $9K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 20 | $9K | No change |
| GEHC GE Healthcare Technology | 0.00% | 123 | $9K | New |
| ADP Automatic Data Processing | 0.00% | 43 | $9K | New |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.00% | 120 | $9K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 269 | $9K | No change |
| ECL Ecolab Inc. | 0.00% | 32 | $9K | New |
| DDOG Datadog Inc. Class A | 0.00% | 72 | $9K | No change |
| INTC Intel Corp. | 0.00% | 192 | $8K | Add +284.0% |
| HYD Vaneck High Yield Muni ETF | 0.00% | 165 | $8K | No change |
| EA Electronic Arts Inc. | 0.00% | 40 | $8K | No change |
| STRL Sterling Infrastructure Inc. | 0.00% | 20 | $8K | No change |
| PVAL Putnam Focused LRG Cap Value | 0.00% | 174 | $8K | No change |
| ED Consolidated Edison Inc. | 0.00% | 71 | $8K | New |
| RBLX Roblox Corp. Class A | 0.00% | 140 | $8K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 160 | $8K | No change |
| IUSV iShares Core S&P U.S. Value | 0.00% | 75 | $8K | No change |
| COKE Coca-Cola Consolidated Inc. | 0.00% | 40 | $8K | No change |
| NDSN Nordson Corp. | 0.00% | 28 | $7K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 152 | $7K | No change |
| MGM MGM Resorts International | 0.00% | 200 | $7K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 103 | $7K | No change |
| OPPJ Wisdomtree Japan Opportuniti | 0.00% | 133 | $7K | No change |
| AEP American Electric Power | 0.00% | 54 | $7K | New |
| PEG Public Service Enterprise GP | 0.00% | 87 | $7K | New |
| NMAX Newsmax Inc. | 0.00% | 1,348 | $7K | New |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 102 | $7K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 32 | $7K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 138 | $7K | Reduce -36.1% |
| GMED Globus Medical Inc. Class A | 0.00% | 79 | $7K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 34 | $7K | Add +3.0% |
| WSO Watsco Inc. | 0.00% | 18 | $7K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 224 | $6K | No change |
| LMBS First Trust Low Duration Opp | 0.00% | 121 | $6K | New |
| AMBA Ambarella Inc. | 0.00% | 115 | $6K | No change |
| VTR Ventas Inc. | 0.00% | 72 | $6K | New |
| NDAQ Nasdaq Inc. | 0.00% | 68 | $6K | New |
| SCHX Schwab US Large-Cap ETF | 0.00% | 225 | $6K | No change |
| EMGF iShares Emerging Markets Equ | 0.00% | 95 | $6K | No change |
| BRO Brown & Brown Inc. | 0.00% | 88 | $6K | No change |
| MYN BlackRock Muniyield NY QLTY | 0.00% | 593 | $6K | New |
| PNR Pentair PLC | 0.00% | 65 | $6K | New |
| DUK Duke Energy Corp. | 0.00% | 41 | $5K | New |
| CF CF Industries Holdings Inc. | 0.00% | 41 | $5K | New |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 135 | $5K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 90 | $5K | No change |
| TEL Te Connectivity PLC | 0.00% | 24 | $5K | No change |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.00% | 160 | $5K | New |
| TOST Toast Inc. Class A | 0.00% | 190 | $5K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 20 | $5K | No change |
| MTCH Match Group Inc. | 0.00% | 162 | $5K | No change |
| JVAL JPMorgan US Value Factor ETF | 0.00% | 97 | $5K | No change |
| SNPS Synopsys Inc. | 0.00% | 12 | $5K | New |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 50 | $5K | New |
| INDA iShares MSCI India ETF | 0.00% | 100 | $5K | No change |
| HQY Healthequity Inc. | 0.00% | 55 | $5K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 100 | $5K | No change |
| SHE SS SPDR MSCI U Gend Div ETF | 0.00% | 35 | $4K | No change |
| BBEU JPMorgan Betabuilders Europe | 0.00% | 61 | $4K | New |
| MLI Mueller Industries Inc. | 0.00% | 40 | $4K | No change |
| JGRO JPMorgan Active Growth ETF | 0.00% | 51 | $4K | No change |
| EMR Emerson Electric Co. | 0.00% | 32 | $4K | New |
| NSC Norfolk Southern Corp. | 0.00% | 14 | $4K | New |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 100 | $4K | No change |
| A Agilent Technologies Inc. | 0.00% | 35 | $4K | New |
| VRSK Verisk Analytics Inc. | 0.00% | 21 | $4K | New |
| PPL PPL Corp. | 0.00% | 103 | $4K | New |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 34 | $4K | No change |
| NI Nisource Inc. | 0.00% | 79 | $4K | New |
| CNC Centene Corp. | 0.00% | 112 | $4K | New |
| CPRT Copart Inc. | 0.00% | 110 | $4K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 37 | $4K | No change |
| MUNI PIMCO Intermediate Municipal | 0.00% | 69 | $4K | Add +1.5% |
| LNT Alliant Energy Corp. | 0.00% | 49 | $4K | New |
| IP International Paper Co. | 0.00% | 97 | $3K | New |
| SCHF Schwab Intl Equity ETF | 0.00% | 138 | $3K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 14 | $3K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 116 | $3K | No change |
| BBAX JPMorgan Betabuilders Develo | 0.00% | 56 | $3K | New |
| XLI SS Industrial Select Sector | 0.00% | 20 | $3K | New |
| CRSP Crispr Therapeutics AG | 0.00% | 68 | $3K | No change |
| GPC Genuine Parts Co. | 0.00% | 30 | $3K | No change |
| GXO Gxo Logistics Inc. | 0.00% | 60 | $3K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 9 | $3K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 92 | $3K | No change |
| ACN Accenture PLC Class A | 0.00% | 15 | $3K | No change |
| CCI Crown Castle Inc. | 0.00% | 36 | $3K | New |
| HPQ HP Inc. | 0.00% | 150 | $3K | No change |
| OMC Omnicom Group | 0.00% | 36 | $3K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 35 | $3K | New |
| ADSK Autodesk Inc. | 0.00% | 11 | $3K | No change |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.00% | 54 | $3K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 95 | $3K | New |
| PPG PPG Industries Inc. | 0.00% | 23 | $2K | No change |
| AVY Avery Dennison Corp. | 0.00% | 14 | $2K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 100 | $2K | New |
| HEDJ Wisdomtree Europe Hedged Equ | 0.00% | 42 | $2K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 52 | $2K | No change |
| H Hyatt Hotels Corp. Class A | 0.00% | 15 | $2K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 6 | $2K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 45 | $2K | New |
| KHC The Kraft Heinz Co. | 0.00% | 91 | $2K | New |
| TKO Tko Group Holdings Inc. | 0.00% | 10 | $2K | No change |
| Q Qnity Electronics Inc. | 0.00% | 17 | $2K | New |
| BDX Becton Dickinson and Co. | 0.00% | 12 | $2K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 103 | $2K | No change |
| HST Host Hotels & Resorts Inc. | 0.00% | 97 | $2K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 6 | $2K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 18 | $2K | No change |
| NRG NRG Energy Inc. | 0.00% | 12 | $2K | New |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 37 | $2K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 36 | $2K | No change |
| MSCI MSCI Inc. | 0.00% | 3 | $2K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 34 | $2K | New |
| UDR Udr Inc. | 0.00% | 43 | $1K | New |
| PDI PIMCO Dynamic Income Fund | 0.00% | 80 | $1K | No change |
| VST Vistra Corp. | 0.00% | 9 | $1K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 4 | $1K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 61 | $1K | No change |
| PCG P G & E Corp. | 0.00% | 71 | $1K | No change |
| ARES Ares Management Corp. Class A | 0.00% | 11 | $1K | No change |
| TGT Target Corp. | 0.00% | 10 | $1K | No change |
| APP AppLovin Corp. Class A | 0.00% | 3 | $1K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 6 | $1K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 5 | $1K | No change |
| TSCO Tractor Supply Company | 0.00% | 25 | $1K | No change |
| SNOW Snowflake Inc. | 0.00% | 7 | $1K | No change |
| PODD Insulet Corp. | 0.00% | 5 | $1K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 15 | $1K | No change |
| FWONK Liberty Media Corp. Class C | 0.00% | 12 | $1K | No change |
| HUBS HubSpot Inc. | 0.00% | 4 | $976 | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 11 | $971 | No change |
| CLH Clean Harbors Inc. | 0.00% | 3 | $860 | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 26 | $832 | No change |
| WAB Wabtec Corp. | 0.00% | 3 | $750 | No change |
| EOG EOG Resources Inc. | 0.00% | 5 | $723 | No change |
| DOCU Docusign Inc. | 0.00% | 14 | $664 | No change |
| FIG Figma Inc. Class A | 0.00% | 30 | $634 | New |
| PSKY Paramount Skydance Class B | 0.00% | 66 | $595 | No change |
| CAVA Cava Group Inc. | 0.00% | 7 | $566 | No change |
| DOCS Doximity Inc. Class A | 0.00% | 24 | $559 | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 6 | $494 | No change |
| ELF Elf Beauty Inc. | 0.00% | 8 | $485 | No change |
| SEG Seaport Entertainment Group | 0.00% | 18 | $376 | No change |
| VSNT Versant Media Group Inc. | 0.00% | 8 | $296 | No change |
| ZTS Zoetis Inc. | 0.00% | 3 | $296 | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 7 | $238 | No change |
| FWONA Liberty Media Corp. Class A | 0.00% | 3 | $234 | No change |
| GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC | 0.00% | 6 | $223 | No change |
| HASI Ha Sustainable Infrastructur | 0.00% | 6 | $221 | No change |
| PCTY Paylocity Holding Corp. | 0.00% | 2 | $216 | No change |
| SFIX Stitch Fix Inc. Class A | 0.00% | 1 | $3 | No change |