| AVGO Broadcom Inc. | 5.64% | 31,604 | $10.4M | Reduce -10.0% |
| NVDA Nvidia Corp. | 5.12% | 50,745 | $9.5M | Reduce -8.3% |
| AAPL Apple Inc. | 4.97% | 36,123 | $9.2M | Add +0.3% |
| MSFT Microsoft Corp. | 4.40% | 15,719 | $8.1M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 3.71% | 28,218 | $6.9M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 3.59% | 36,382 | $6.6M | Reduce -15.3% |
| META Meta Platforms Inc. Class A | 2.48% | 6,242 | $4.6M | Add +4.5% |
| NFLX Netflix Inc. | 2.42% | 3,728 | $4.5M | Add +4.3% |
| AMZN Amazon.com Inc. | 2.30% | 19,358 | $4.3M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 2.27% | 5,494 | $4.2M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 2.16% | 12,673 | $4.0M | Reduce -7.0% |
| COST Costco Wholesale Corp. | 2.08% | 4,154 | $3.8M | Add +0.2% |
| WMT Walmart Inc. | 2.03% | 36,425 | $3.8M | Reduce -2.6% |
| SYK Stryker Corp. | 1.98% | 9,889 | $3.7M | Reduce -1.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.95% | 12,888 | $3.6M | Reduce -8.8% |
| GLW Corning Inc. | 1.93% | 43,608 | $3.6M | Add +5.5% |
| ORCL Oracle Corp. | 1.89% | 12,407 | $3.5M | Reduce -8.5% |
| CSCO Cisco Systems Inc. | 1.67% | 45,235 | $3.1M | Add +43.3% |
| CGBD Carlyle Secured Lending Inc. | 1.60% | 236,458 | $3.0M | Add +0.1% |
| HD Home Depot Inc. | 1.57% | 7,148 | $2.9M | Add +1.9% |
| CEG Constellation Energy | 1.55% | 8,740 | $2.9M | Reduce -6.8% |
| SCHW Schwab (charles) Corp. | 1.54% | 29,751 | $2.8M | Reduce -0.9% |
| EME Emcor Group Inc. | 1.53% | 4,356 | $2.8M | Reduce -20.1% |
| APH Amphenol Corp. Class A | 1.46% | 21,787 | $2.7M | Add +193.4% |
| EVR Evercore Inc. Class A | 1.40% | 7,696 | $2.6M | Add +17.8% |
| CAT Caterpillar Inc. | 1.33% | 5,164 | $2.5M | Reduce -7.9% |
| BCSF Bain Capital Specialty Finan | 1.31% | 169,531 | $2.4M | Add +3.3% |
| AMD Advanced Micro Devices | 1.28% | 14,660 | $2.4M | Add +3678.3% |
| CCJ Cameco Corp. | 1.24% | 27,438 | $2.3M | Reduce -10.4% |
| PWR Quanta Services Inc. | 1.19% | 5,293 | $2.2M | Reduce -17.1% |
| AZO AutoZone Inc. | 1.19% | 511 | $2.2M | Add +8.7% |
| TOL Toll Brothers Inc. | 1.13% | 15,131 | $2.1M | Add +33.2% |
| MRVL Marvell Technology Inc. | 1.13% | 24,860 | $2.1M | Reduce -47.5% |
| OHI Omega Healthcare Investors | 1.13% | 49,369 | $2.1M | Reduce -3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.12% | 5,272 | $2.1M | Reduce -1.4% |
| V Visa Inc. Class A | 1.11% | 6,008 | $2.1M | Add +10.1% |
| LNG Cheniere Energy Inc. | 0.93% | 7,329 | $1.7M | Add +0.1% |
| ABBV Abbvie Inc. | 0.85% | 6,809 | $1.6M | Add +35.1% |
| LOW Lowe's Cos Inc. | 0.82% | 6,022 | $1.5M | Reduce -1.2% |
| AXP American Express Co. | 0.74% | 4,121 | $1.4M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.70% | 2,916 | $1.3M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.66% | 14,640 | $1.2M | No change |
| RTX RTX Corp. | 0.66% | 7,246 | $1.2M | Reduce -10.6% |
| GEV GE Vernova Inc. | 0.65% | 1,941 | $1.2M | Add +48.6% |
| CFG Citizens Financial Group | 0.61% | 21,324 | $1.1M | Add +52.5% |
| O Realty Income Corp. | 0.60% | 18,328 | $1.1M | Add +9.4% |
| MCK McKesson Corp. | 0.56% | 1,332 | $1.0M | Add +2.6% |
| KR Kroger Co. | 0.52% | 14,309 | $965K | Add +13.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 17,594 | $908K | Reduce -3.7% |
| IDXX Idexx Laboratories Inc. | 0.48% | 1,381 | $882K | Add +213.2% |
| AMGN Amgen Inc. | 0.48% | 3,126 | $882K | Reduce -38.3% |
| NUE Nucor Corp. | 0.47% | 6,471 | $876K | Reduce -1.2% |
| FCX Freeport-McMoran Inc. | 0.45% | 21,197 | $831K | Reduce -1.7% |
| LMT Lockheed Martin Corp. | 0.44% | 1,627 | $812K | Reduce -13.3% |
| NWE Northwestern Energy Group Inc. | 0.43% | 13,532 | $793K | Add +15.2% |
| CVX Chevron Corp. | 0.42% | 4,980 | $773K | Add +13.2% |
| GOOG Alphabet Inc. Class C | 0.40% | 3,001 | $731K | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 2,148 | $705K | No change |
| ROK Rockwell Automation Inc. | 0.36% | 1,918 | $670K | Reduce -1.1% |
| NEM Newmont Corp. | 0.36% | 7,841 | $661K | Add +133.6% |
| DKS Dick's Sporting Goods Inc. | 0.35% | 2,873 | $638K | Reduce -0.7% |
| SMR Nuscale Power Corp. | 0.32% | 16,689 | $601K | Add +351.2% |
| PRU Prudential Financial Inc. | 0.30% | 5,379 | $558K | Reduce -32.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.28% | 10,453 | $523K | No change |
| PNC PNC Financial Services Group | 0.27% | 2,453 | $493K | Reduce -2.4% |
| TT Trane Technologies PLC | 0.26% | 1,121 | $473K | New |
| XOM Exxon Mobil Corp. | 0.25% | 4,106 | $463K | Add +1.5% |
| IWF iShares Russell 1000 Growth | 0.23% | 909 | $426K | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 840 | $422K | Add +1.0% |
| AMT American Tower Corp. | 0.21% | 2,009 | $386K | Add +22222.2% |
| JNJ Johnson & Johnson | 0.21% | 2,051 | $380K | No change |
| WM Waste Management Inc. | 0.20% | 1,713 | $378K | Add +0.5% |
| DGX Quest Diagnostics Inc. | 0.19% | 1,851 | $353K | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 528 | $352K | No change |
| UNP Union Pacific Corp. | 0.19% | 1,478 | $349K | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.18% | 556 | $340K | No change |
| TMDX Transmedics Group Inc. | 0.18% | 3,021 | $339K | Add +53.8% |
| KMB Kimberly-Clark Corp. | 0.17% | 2,555 | $318K | Add +1.6% |
| CARR Carrier Global Corp. | 0.17% | 5,194 | $310K | Reduce -60.6% |
| DRI Darden Restaurants Inc. | 0.17% | 1,627 | $310K | Add +9.9% |
| ABT Abbott Laboratories | 0.15% | 2,131 | $285K | Reduce -23.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.15% | 3,742 | $274K | Reduce -1.7% |
| CHWY Chewy Inc. Class A | 0.15% | 6,687 | $270K | Reduce -3.3% |
| EQIX Equinix Inc. | 0.14% | 333 | $261K | Reduce -60.9% |
| TAN Invesco Solar ETF | 0.14% | 5,897 | $257K | Reduce -0.1% |
| EVRG Evergy Inc. | 0.14% | 3,310 | $252K | Reduce -0.3% |
| WEC WEC Energy Group Inc. | 0.13% | 2,170 | $249K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 403 | $242K | No change |
| CMCSA Comcast Corp. Class A | 0.13% | 7,648 | $240K | Reduce -8.4% |
| MET Metlife Inc. | 0.13% | 2,857 | $235K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 1,415 | $205K | Add +757.6% |
| NEE Nextera Energy Inc. | 0.11% | 2,691 | $203K | No change |
| SO The Southern Co. | 0.11% | 2,089 | $198K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,286 | $198K | Add +4.9% |
| GD General Dynamics Corp. | 0.11% | 578 | $197K | Reduce -13.6% |
| TSCO Tractor Supply Company | 0.10% | 3,365 | $191K | Add +0.9% |
| DUK Duke Energy Corp. | 0.10% | 1,480 | $183K | Reduce -10.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 923 | $182K | No change |
| GILD Gilead Sciences Inc. | 0.10% | 1,596 | $177K | Reduce -0.9% |
| C Citigroup Inc. | 0.09% | 1,613 | $164K | Add +71.4% |
| MA Mastercard Inc. Class A | 0.08% | 270 | $154K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.08% | 4,925 | $150K | No change |
| WGO Winnebago Industries | 0.08% | 4,457 | $149K | Add +26.8% |
| MCD McDonald's Corp. | 0.08% | 490 | $149K | Add +0.2% |
| BDX Becton Dickinson and Co. | 0.08% | 757 | $142K | Add +6.2% |
| TRV The Travelers Cos Inc. | 0.08% | 500 | $140K | No change |
| GS Goldman Sachs Group Inc. | 0.07% | 167 | $133K | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.07% | 1,828 | $121K | Add +0.2% |
| QCOM Qualcomm Inc. | 0.06% | 700 | $116K | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.06% | 332 | $115K | No change |
| DE Deere & Co. | 0.06% | 241 | $110K | Reduce -28.3% |
| CW Curtiss-Wright Corp. | 0.06% | 201 | $109K | New |
| DELL Dell Technologies -C | 0.06% | 760 | $108K | Reduce -21.6% |
| MS Morgan Stanley | 0.06% | 671 | $107K | Add +1.5% |
| ZTS Zoetis Inc. | 0.06% | 711 | $104K | No change |
| FSLR First Solar Inc. | 0.06% | 467 | $103K | Reduce -3.7% |
| PSX Phillips 66 | 0.05% | 701 | $95K | Reduce -6.4% |
| PEG Public Service Enterprise GP | 0.05% | 1,123 | $94K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 807 | $92K | Add +15.8% |
| OBDC Blue Owl Capital Corp. | 0.05% | 7,202 | $92K | Add +12.5% |
| LIT Global X Lithium & Battery T | 0.05% | 1,546 | $88K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.05% | 2,215 | $87K | Reduce -41.4% |
| ECL Ecolab Inc. | 0.05% | 309 | $85K | Reduce -6.9% |
| STLD Steel Dynamics Inc. | 0.04% | 592 | $83K | Reduce -6.3% |
| ALB Albemarle Corp. | 0.04% | 998 | $81K | Reduce -2.4% |
| XEL Xcel Energy Inc. | 0.04% | 1,000 | $81K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 285 | $80K | Reduce -42.0% |
| PEP Pepsico Inc. | 0.04% | 572 | $80K | No change |
| SPGI S&P Global Inc. | 0.04% | 164 | $80K | No change |
| LRCX Lam Research Corp. | 0.04% | 550 | $74K | Reduce -35.3% |
| ADP Automatic Data Processing | 0.04% | 235 | $69K | No change |
| GRMN Garmin Ltd. | 0.04% | 278 | $68K | Reduce -18.2% |
| IVV iShares Core S&P 500 ETF | 0.04% | 99 | $66K | No change |
| STT State Street Corp. | 0.04% | 570 | $66K | No change |
| CMI Cummins Inc. | 0.03% | 153 | $65K | Reduce -4.4% |
| T AT&T Inc. | 0.03% | 2,169 | $61K | Add +118.4% |
| PHM Pultegroup Inc. | 0.03% | 420 | $55K | No change |
| VRT Vertiv Holdings Co. Class A | 0.03% | 364 | $55K | Add +42.8% |
| VZ Verizon Communications Inc. | 0.03% | 1,233 | $54K | Add +26.2% |
| HON Honeywell International Inc. | 0.03% | 250 | $53K | No change |
| PH Parker Hannifin Corp. | 0.03% | 67 | $51K | Reduce -2.9% |
| SBUX Starbucks Corp. | 0.03% | 590 | $50K | No change |
| GE General Electric filed as GE AEROSPACE | 0.03% | 164 | $49K | No change |
| ENB Enbridge Inc. | 0.03% | 965 | $49K | Reduce -28.3% |
| CP Canadian Pacific Kansas City | 0.03% | 640 | $48K | Reduce -15.0% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.02% | 790 | $43K | Add +2.6% |
| FAN First Trust Global Wind Ener | 0.02% | 2,160 | $41K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 171 | $41K | No change |
| MMM 3M Co. | 0.02% | 258 | $40K | Reduce -2.6% |
| ITA iShares U.S. Aerospace & Def | 0.02% | 186 | $39K | No change |
| ITW Illinois Tool Works | 0.02% | 147 | $38K | No change |
| TFX Teleflex Inc. | 0.02% | 310 | $38K | No change |
| IBB iShares Biotechnology ETF | 0.02% | 260 | $38K | No change |
| ETN Eaton Corp. PLC | 0.02% | 95 | $36K | Reduce -17.4% |
| SPOK Spok Holdings Inc. filed as SPOK HLDGS INC | 0.02% | 1,998 | $34K | Add +33.4% |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 200 | $34K | No change |
| OSK Oshkosh Corp. | 0.02% | 257 | $33K | Reduce -23.3% |
| BX Blackstone Inc. | 0.02% | 195 | $33K | Add +20.4% |
| APD Air Products & Chemicals Inc. | 0.02% | 120 | $33K | No change |
| XLE SS Energy Select Sector | 0.02% | 366 | $33K | Add +45.8% |
| CTVA Corteva Inc. | 0.02% | 478 | $32K | No change |
| IUSV iShares Core S&P U.S. Value | 0.02% | 322 | $32K | No change |
| CL Colgate-Palmolive Co. | 0.02% | 400 | $32K | No change |
| ADM Archer-Daniels-Midland Co. | 0.02% | 534 | $32K | Add +113.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.02% | 550 | $32K | No change |
| PFE Pfizer Inc. | 0.02% | 1,181 | $30K | Reduce -20.5% |
| EXC Exelon Corp. | 0.02% | 655 | $29K | Reduce -2.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 530 | $29K | No change |
| ISRG Intuitive Surgical Inc. | 0.02% | 65 | $29K | Reduce -78.3% |
| PGR Progressive Corp. | 0.02% | 115 | $28K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.01% | 2,344 | $27K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 2,235 | $27K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 343 | $27K | No change |
| WELL Welltower Inc. | 0.01% | 142 | $25K | Add +84.4% |
| USB US Bancorp | 0.01% | 505 | $24K | No change |
| PODD Insulet Corp. | 0.01% | 79 | $24K | Add +5.3% |
| MDLZ Mondelez International Inc. Class A | 0.01% | 390 | $24K | Reduce -2.5% |
| DVN Devon Energy Corp. | 0.01% | 680 | $24K | Reduce -56.7% |
| CLH Clean Harbors Inc. | 0.01% | 92 | $21K | No change |
| USO United States Oil Fund LP | 0.01% | 269 | $20K | No change |
| HSY The Hershey Co. | 0.01% | 100 | $19K | No change |
| GM General Motors Co. | 0.01% | 295 | $18K | Add +40.5% |
| HOOD Robinhood Markets Inc. Class A | 0.01% | 124 | $18K | Reduce -38.0% |
| DMC Del Monte Corp. filed as FRESH DEL MONTE PRODUCE INC | 0.01% | 500 | $17K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 165 | $17K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 35 | $17K | Reduce -53.3% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 35 | $17K | No change |
| MTN Vail Resorts Inc. | 0.01% | 108 | $16K | Reduce -29.4% |
| GDX Vaneck Gold Miners ETF | 0.01% | 210 | $16K | New |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 160 | $15K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 199 | $15K | New |
| INTC Intel Corp. | 0.01% | 450 | $15K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 100 | $15K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.01% | 238 | $15K | No change |
| HII Huntington Ingalls Industrie | 0.01% | 47 | $14K | Add +9.3% |
| IP International Paper Co. | 0.01% | 290 | $13K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.01% | 475 | $13K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 285 | $13K | No change |
| UBER Uber Technologies Inc. | 0.01% | 130 | $13K | New |
| AORT Artivion Inc. | 0.01% | 300 | $13K | No change |
| AWK American Water Works Co. Inc. | 0.01% | 90 | $13K | No change |
| ITRI Itron Inc. | 0.01% | 100 | $12K | No change |
| XLK SS Technology Select Sector | 0.01% | 43 | $12K | No change |
| SYY Sysco Corp. | 0.01% | 145 | $12K | No change |
| DOW Dow Inc. | 0.01% | 498 | $11K | Reduce -45.5% |
| RLAY Relay Therapeutics Inc. | 0.01% | 2,178 | $11K | New |
| PM Philip Morris International | 0.01% | 70 | $11K | New |
| AEP American Electric Power | 0.01% | 100 | $11K | No change |
| CVS CVS Health Corp. | 0.01% | 149 | $11K | New |
| NVS Novartis AG-Sponsored ADR | 0.01% | 86 | $11K | Reduce -25.2% |
| NXPI NXP Semiconductors NV | 0.01% | 48 | $11K | Add +336.4% |
| CSWC Capital Southwest Corp. | 0.01% | 500 | $11K | No change |
| PCAR Paccar Inc. | 0.01% | 110 | $11K | Reduce -24.1% |
| ENR Energizer Holdings Inc. | 0.01% | 433 | $11K | Reduce -65.3% |
| ENTG Entegris Inc. | 0.01% | 116 | $11K | No change |
| ICLR Icon PLC | 0.01% | 60 | $11K | No change |
| SPOT Spotify Technology SA | 0.01% | 15 | $10K | No change |
| LAND Gladstone Land Corp. | 0.01% | 1,134 | $10K | Reduce -32.3% |
| FITB Fifth Third Bancorp | 0.01% | 220 | $10K | No change |
| BG Bunge Global SA | 0.01% | 120 | $10K | No change |
| BALL Ball Corp. | 0.01% | 189 | $10K | Reduce -71.2% |
| RDDT Reddit Inc. Class A | 0.01% | 40 | $9K | No change |
| HOLX Hologic Inc. | 0.00% | 135 | $9K | No change |
| UPS United Parcel Service Class B | 0.00% | 105 | $9K | No change |
| EMBC Embecta Corp. | 0.00% | 605 | $9K | New |
| NNE Nano Nuclear Energy Inc. | 0.00% | 208 | $8K | Add +494.3% |
| IPGP Ipg Photonics Corp. | 0.00% | 100 | $8K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 435 | $7K | Reduce -20.9% |
| NOW ServiceNow Inc. | 0.00% | 8 | $7K | No change |
| AIQ Global X Art Intel & Tech | 0.00% | 148 | $7K | No change |
| AVAV Aerovironment Inc. | 0.00% | 23 | $7K | New |
| KTOS Kratos Defense & Security | 0.00% | 79 | $7K | New |
| FDX FedEx Corp. | 0.00% | 30 | $7K | No change |
| OC Owens Corning | 0.00% | 50 | $7K | No change |
| BWXT BWX Technologies Inc. | 0.00% | 38 | $7K | Reduce -36.7% |
| BLK BlackRock Inc. | 0.00% | 6 | $7K | No change |
| NKE Nike Inc. Class B | 0.00% | 96 | $7K | No change |
| CTAS Cintas Corp. | 0.00% | 32 | $7K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 235 | $6K | Add +17.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 61 | $6K | Reduce -6.2% |
| GLD SPDR Gold Shares | 0.00% | 16 | $6K | No change |
| KLAC KLA Corp. | 0.00% | 5 | $5K | Reduce -64.3% |
| ORA Ormat Technologies Inc. | 0.00% | 54 | $5K | New |
| BA The Boeing Co. | 0.00% | 24 | $5K | No change |
| EA Electronic Arts Inc. | 0.00% | 25 | $5K | No change |
| VST Vistra Corp. | 0.00% | 25 | $5K | New |
| PBW Invesco Wilderhill Clean Ene | 0.00% | 167 | $5K | No change |
| MPC Marathon Petroleum Corp. | 0.00% | 25 | $5K | No change |
| BYD Boyd Gaming Corp. | 0.00% | 55 | $5K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 231 | $5K | No change |
| GEHC GE Healthcare Technology | 0.00% | 58 | $4K | No change |
| EWJ iShares MSCI Japan ETF | 0.00% | 44 | $4K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.00% | 32 | $3K | Add +6.7% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.00% | 27 | $3K | No change |
| CRM Salesforce Inc. | 0.00% | 13 | $3K | No change |
| AMSC American Superconductor Corp. | 0.00% | 50 | $3K | No change |
| XYZ Block Inc. | 0.00% | 40 | $3K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 100 | $3K | No change |
| IAU iShares Gold Trust | 0.00% | 38 | $3K | No change |
| OSW Onespaworld Holdings Ltd. | 0.00% | 117 | $2K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 27 | $2K | No change |
| IJH iShares Core S&P Midcap ETF | 0.00% | 35 | $2K | No change |
| XYL Xylem Inc. | 0.00% | 15 | $2K | Reduce -28.6% |
| ETHE Grayscale Ethereum Staking E | 0.00% | 61 | $2K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 58 | $2K | Reduce -30.1% |
| TGT Target Corp. | 0.00% | 20 | $2K | Reduce -84.0% |
| CC The Chemours Co. | 0.00% | 113 | $2K | No change |
| PSKY Paramount Skydance Class B | 0.00% | 94 | $2K | New |
| WBS Webster Financial Corp. | 0.00% | 29 | $2K | No change |
| PLD Prologis Inc. | 0.00% | 15 | $2K | No change |
| PAVE Global X US Infrastructure | 0.00% | 35 | $2K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 13 | $2K | No change |
| RYN Rayonier Inc. | 0.00% | 57 | $2K | No change |
| TSLX Sixth Street Specialty Lendi | 0.00% | 56 | $1K | Add +1.8% |
| ADBE Adobe Inc. | 0.00% | 3 | $1K | Reduce -97.2% |
| HTGC Hercules Capital Inc. | 0.00% | 51 | $962 | Add +2.0% |
| FSK FS KKR Capital Corp. | 0.00% | 56 | $836 | Add +14.3% |
| UUUU Energy Fuels Inc. | 0.00% | 50 | $768 | No change |
| OKE Oneok Inc. | 0.00% | 10 | $730 | Reduce -81.8% |
| CSIQ Canadian Solar Inc. | 0.00% | 50 | $652 | No change |
| GNL Global Net Lease Inc. | 0.00% | 75 | $608 | Add +2.7% |
| PLUG Plug Power Inc. | 0.00% | 200 | $466 | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 5 | $253 | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 17 | $250 | No change |
| BTG B2GOLD Corp. | 0.00% | 50 | $248 | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 6 | $235 | No change |
| HAL Halliburton Co. | 0.00% | 9 | $221 | Reduce -57.1% |
| IVR Invesco Mortgage Capital | 0.00% | 15 | $110 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 2 | $106 | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 2 | $12 | No change |