| AVGO Broadcom Inc. | 5.47% | 28,951 | $10.0M | Reduce -8.4% |
| AAPL Apple Inc. | 5.14% | 34,668 | $9.4M | Reduce -4.0% |
| NVDA Nvidia Corp. | 4.77% | 46,868 | $8.7M | Reduce -7.6% |
| GOOGL Alphabet Inc. Class A | 4.53% | 26,544 | $8.3M | Reduce -5.9% |
| MSFT Microsoft Corp. | 4.02% | 15,255 | $7.4M | Reduce -3.0% |
| PLTR Palantir Technologies Inc. Class A | 3.19% | 32,855 | $5.8M | Reduce -9.7% |
| LLY Eli Lilly & Co. | 3.03% | 5,164 | $5.5M | Reduce -6.0% |
| AMZN Amazon.com Inc. | 2.44% | 19,365 | $4.5M | Add +0.0% |
| META Meta Platforms Inc. Class A | 2.23% | 6,188 | $4.1M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 2.10% | 11,975 | $3.9M | Reduce -5.5% |
| WMT Walmart Inc. | 1.99% | 32,769 | $3.7M | Reduce -10.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.97% | 11,900 | $3.6M | Reduce -7.7% |
| GLW Corning Inc. | 1.93% | 40,392 | $3.5M | Reduce -7.4% |
| CSCO Cisco Systems Inc. | 1.91% | 45,572 | $3.5M | Add +0.7% |
| NFLX Netflix Inc. | 1.90% | 37,188 | $3.5M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.87% | 3,982 | $3.4M | Reduce -4.1% |
| SYK Stryker Corp. | 1.85% | 9,642 | $3.4M | Reduce -2.5% |
| APH Amphenol Corp. Class A | 1.78% | 24,210 | $3.3M | Add +11.1% |
| AMD Advanced Micro Devices | 1.77% | 15,184 | $3.3M | Add +3.6% |
| HD Home Depot Inc. | 1.64% | 8,763 | $3.0M | Add +22.6% |
| SCHW Schwab (charles) Corp. | 1.58% | 29,001 | $2.9M | Reduce -2.5% |
| CGBD Carlyle Secured Lending Inc. | 1.53% | 224,204 | $2.8M | Reduce -5.2% |
| CEG Constellation Energy | 1.49% | 7,735 | $2.7M | Reduce -11.5% |
| EVR Evercore Inc. Class A | 1.45% | 7,787 | $2.6M | Add +1.2% |
| CAT Caterpillar Inc. | 1.38% | 4,402 | $2.5M | Reduce -14.8% |
| BCSF Bain Capital Specialty Finan | 1.32% | 174,215 | $2.4M | Add +2.8% |
| EME Emcor Group Inc. | 1.28% | 3,837 | $2.3M | Reduce -11.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.26% | 5,084 | $2.3M | Reduce -3.6% |
| DELL Dell Technologies -C | 1.24% | 18,060 | $2.3M | Add +2276.3% |
| TOL Toll Brothers Inc. | 1.22% | 16,597 | $2.2M | Add +9.7% |
| CCJ Cameco Corp. | 1.21% | 24,192 | $2.2M | Reduce -11.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.12% | 13,417 | $2.1M | Add +848.2% |
| AXP American Express Co. | 1.12% | 5,543 | $2.1M | Add +34.5% |
| OHI Omega Healthcare Investors | 1.11% | 46,010 | $2.0M | Reduce -6.8% |
| PWR Quanta Services Inc. | 1.05% | 4,561 | $1.9M | Reduce -13.8% |
| CFG Citizens Financial Group | 0.87% | 27,371 | $1.6M | Add +28.4% |
| RTX RTX Corp. | 0.87% | 8,704 | $1.6M | Add +20.1% |
| MRK Merck & Co. Inc. | 0.84% | 14,670 | $1.5M | Add +0.2% |
| MRVL Marvell Technology Inc. | 0.83% | 18,001 | $1.5M | Reduce -27.6% |
| ABBV Abbvie Inc. | 0.82% | 6,541 | $1.5M | Reduce -3.9% |
| LNG Cheniere Energy Inc. | 0.79% | 7,423 | $1.4M | Add +1.3% |
| V Visa Inc. Class A | 0.77% | 4,019 | $1.4M | Reduce -33.1% |
| ROK Rockwell Automation Inc. | 0.75% | 3,555 | $1.4M | Add +85.3% |
| GEV GE Vernova Inc. | 0.72% | 2,016 | $1.3M | Add +3.9% |
| TSLA Tesla Inc. | 0.69% | 2,800 | $1.3M | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 0.58% | 4,436 | $1.1M | Reduce -26.3% |
| KR Kroger Co. | 0.57% | 16,606 | $1.0M | Add +16.1% |
| FCX Freeport-McMoran Inc. | 0.55% | 19,919 | $1.0M | Reduce -6.0% |
| O Realty Income Corp. | 0.55% | 17,904 | $1.0M | Reduce -2.3% |
| NUE Nucor Corp. | 0.55% | 6,149 | $1.0M | Reduce -5.0% |
| NWE Northwestern Energy Group Inc. | 0.55% | 15,518 | $1.0M | Add +14.7% |
| IDXX Idexx Laboratories Inc. | 0.54% | 1,456 | $985K | Add +5.4% |
| AMGN Amgen Inc. | 0.53% | 2,977 | $974K | Reduce -4.8% |
| MCK McKesson Corp. | 0.53% | 1,175 | $964K | Reduce -11.8% |
| GOOG Alphabet Inc. Class C | 0.50% | 2,893 | $908K | Reduce -3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 16,396 | $902K | Reduce -6.8% |
| CVX Chevron Corp. | 0.44% | 5,298 | $807K | Add +6.4% |
| NEM Newmont Corp. | 0.43% | 7,894 | $788K | Add +0.7% |
| TT Trane Technologies PLC | 0.41% | 1,914 | $745K | Add +70.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 2,148 | $720K | No change |
| ORCL Oracle Corp. | 0.30% | 2,798 | $545K | Reduce -77.5% |
| PRU Prudential Financial Inc. | 0.30% | 4,813 | $543K | Reduce -10.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.28% | 10,453 | $521K | No change |
| XOM Exxon Mobil Corp. | 0.26% | 4,027 | $485K | Reduce -1.9% |
| GILD Gilead Sciences Inc. | 0.23% | 3,509 | $431K | Add +119.9% |
| IWF iShares Russell 1000 Growth | 0.23% | 892 | $422K | Reduce -1.9% |
| TMDX Transmedics Group Inc. | 0.23% | 3,456 | $420K | Add +14.4% |
| AMT American Tower Corp. | 0.23% | 2,351 | $413K | Add +17.0% |
| LMT Lockheed Martin Corp. | 0.22% | 850 | $411K | Reduce -47.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 814 | $409K | Reduce -3.1% |
| PNC PNC Financial Services Group | 0.21% | 1,873 | $391K | Reduce -23.6% |
| DKS Dick's Sporting Goods Inc. | 0.20% | 1,854 | $367K | Reduce -35.5% |
| JNJ Johnson & Johnson | 0.20% | 1,769 | $366K | Reduce -13.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 528 | $360K | No change |
| VOO Vanguard S&P 500 ETF | 0.19% | 556 | $349K | No change |
| WM Waste Management Inc. | 0.19% | 1,552 | $341K | Reduce -9.4% |
| UNP Union Pacific Corp. | 0.18% | 1,418 | $328K | Reduce -4.1% |
| TAN Invesco Solar ETF | 0.17% | 6,455 | $317K | Add +9.5% |
| DGX Quest Diagnostics Inc. | 0.17% | 1,782 | $309K | Reduce -3.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.15% | 3,742 | $281K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 403 | $248K | No change |
| WEC WEC Energy Group Inc. | 0.12% | 2,170 | $229K | No change |
| ABT Abbott Laboratories | 0.12% | 1,814 | $227K | Reduce -14.9% |
| AZO AutoZone Inc. | 0.12% | 67 | $227K | Reduce -86.9% |
| EVRG Evergy Inc. | 0.12% | 3,060 | $222K | Reduce -7.5% |
| NEE Nextera Energy Inc. | 0.12% | 2,739 | $220K | Add +1.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 923 | $186K | No change |
| WGO Winnebago Industries | 0.10% | 4,444 | $180K | Reduce -0.3% |
| DUK Duke Energy Corp. | 0.09% | 1,465 | $172K | Reduce -1.0% |
| C Citigroup Inc. | 0.09% | 1,460 | $170K | Reduce -9.5% |
| CMCSA Comcast Corp. Class A | 0.09% | 5,557 | $166K | Reduce -27.3% |
| KMB Kimberly-Clark Corp. | 0.09% | 1,641 | $166K | Reduce -35.8% |
| SO The Southern Co. | 0.09% | 1,897 | $165K | Reduce -9.2% |
| MA Mastercard Inc. Class A | 0.08% | 270 | $154K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.08% | 4,925 | $153K | No change |
| EQIX Equinix Inc. | 0.08% | 199 | $152K | Reduce -40.2% |
| TRV The Travelers Cos Inc. | 0.08% | 500 | $145K | No change |
| ALB Albemarle Corp. | 0.08% | 1,008 | $143K | Add +1.0% |
| MCD McDonald's Corp. | 0.08% | 463 | $142K | Reduce -5.5% |
| MET Metlife Inc. | 0.08% | 1,757 | $139K | Reduce -38.5% |
| PG The Procter & Gamble Co. | 0.07% | 956 | $137K | Reduce -25.7% |
| FSLR First Solar Inc. | 0.07% | 506 | $132K | Add +8.3% |
| GS Goldman Sachs Group Inc. | 0.07% | 148 | $130K | Reduce -11.4% |
| KO The Coca-Cola Co. | 0.07% | 1,831 | $128K | Add +0.2% |
| GD General Dynamics Corp. | 0.07% | 378 | $127K | Reduce -34.6% |
| TSCO Tractor Supply Company | 0.07% | 2,500 | $125K | Reduce -25.7% |
| VONG Vanguard Russell 1000 Growth | 0.07% | 996 | $121K | New |
| BG Bunge Global SA | 0.07% | 1,345 | $120K | Add +1020.8% |
| QCOM Qualcomm Inc. | 0.07% | 700 | $120K | No change |
| VONV Vanguard Russell 1000 Value | 0.07% | 1,296 | $120K | New |
| UNH Unitedhealth Group Inc. | 0.06% | 332 | $110K | No change |
| MS Morgan Stanley | 0.06% | 600 | $107K | Reduce -10.6% |
| SLV iShares Silver Trust | 0.06% | 1,591 | $102K | New |
| CW Curtiss-Wright Corp. | 0.06% | 185 | $102K | Reduce -8.0% |
| BDX Becton Dickinson and Co. | 0.05% | 493 | $96K | Reduce -34.9% |
| LRCX Lam Research Corp. | 0.05% | 550 | $94K | No change |
| LIT Global X Lithium & Battery T | 0.05% | 1,446 | $94K | Reduce -6.5% |
| CMI Cummins Inc. | 0.05% | 182 | $93K | Add +18.9% |
| PEG Public Service Enterprise GP | 0.05% | 1,123 | $90K | No change |
| ZTS Zoetis Inc. | 0.05% | 711 | $89K | No change |
| SMR Nuscale Power Corp. | 0.05% | 6,171 | $87K | Reduce -63.0% |
| GLD SPDR Gold Shares | 0.05% | 211 | $84K | Add +1218.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 274 | $81K | Reduce -3.9% |
| SPGI S&P Global Inc. | 0.04% | 152 | $79K | Reduce -7.3% |
| CARR Carrier Global Corp. | 0.04% | 1,489 | $79K | Reduce -71.3% |
| PSX Phillips 66 | 0.04% | 605 | $78K | Reduce -13.7% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 1,212 | $76K | New |
| XEL Xcel Energy Inc. | 0.04% | 1,000 | $74K | No change |
| STT State Street Corp. | 0.04% | 570 | $74K | No change |
| OBDC Blue Owl Capital Corp. | 0.04% | 5,902 | $73K | Reduce -18.1% |
| ECL Ecolab Inc. | 0.04% | 262 | $69K | Reduce -15.2% |
| IVV iShares Core S&P 500 ETF | 0.04% | 99 | $68K | No change |
| STLD Steel Dynamics Inc. | 0.03% | 371 | $63K | Reduce -37.3% |
| DE Deere & Co. | 0.03% | 134 | $62K | Reduce -44.4% |
| ADP Automatic Data Processing | 0.03% | 235 | $60K | No change |
| PHM Pultegroup Inc. | 0.03% | 487 | $57K | Add +15.9% |
| CHWY Chewy Inc. Class A | 0.03% | 1,667 | $55K | Reduce -75.1% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 178 | $55K | Add +8.5% |
| PEP Pepsico Inc. | 0.03% | 358 | $51K | Reduce -37.4% |
| SBUX Starbucks Corp. | 0.03% | 610 | $51K | Add +3.4% |
| HON Honeywell International Inc. | 0.03% | 250 | $49K | No change |
| CP Canadian Pacific Kansas City | 0.03% | 640 | $47K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 412 | $47K | Reduce -49.0% |
| VZ Verizon Communications Inc. | 0.03% | 1,145 | $47K | Reduce -7.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.02% | 812 | $46K | Add +2.8% |
| IBB iShares Biotechnology ETF | 0.02% | 260 | $44K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 171 | $42K | No change |
| MMM 3M Co. | 0.02% | 257 | $41K | Reduce -0.4% |
| DRI Darden Restaurants Inc. | 0.02% | 219 | $40K | Reduce -86.5% |
| UBER Uber Technologies Inc. | 0.02% | 489 | $40K | Add +276.1% |
| VRT Vertiv Holdings Co. Class A | 0.02% | 243 | $39K | Reduce -33.2% |
| PH Parker Hannifin Corp. | 0.02% | 43 | $38K | Reduce -35.8% |
| TFX Teleflex Inc. | 0.02% | 305 | $37K | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 0.02% | 65 | $37K | No change |
| ITA iShares U.S. Aerospace & Def | 0.02% | 164 | $35K | Reduce -11.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 684 | $35K | Add +29.1% |
| ENB Enbridge Inc. | 0.02% | 725 | $35K | Reduce -24.9% |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 200 | $34K | No change |
| ITW Illinois Tool Works | 0.02% | 135 | $33K | Reduce -8.2% |
| IUSV iShares Core S&P U.S. Value | 0.02% | 322 | $33K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.02% | 550 | $33K | No change |
| CTVA Corteva Inc. | 0.02% | 478 | $32K | No change |
| CL Colgate-Palmolive Co. | 0.02% | 400 | $32K | No change |
| XLE SS Energy Select Sector | 0.02% | 702 | $31K | Reduce -4.1% |
| EXC Exelon Corp. | 0.02% | 655 | $29K | No change |
| GRMN Garmin Ltd. | 0.01% | 135 | $27K | Reduce -51.4% |
| OSK Oshkosh Corp. | 0.01% | 216 | $27K | Reduce -15.9% |
| FAN First Trust Global Wind Ener | 0.01% | 1,305 | $27K | Reduce -39.6% |
| WELL Welltower Inc. | 0.01% | 142 | $26K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 475 | $26K | New |
| T AT&T Inc. | 0.01% | 993 | $25K | Reduce -54.2% |
| ADM Archer-Daniels-Midland Co. | 0.01% | 426 | $24K | Reduce -20.2% |
| GM General Motors Co. | 0.01% | 295 | $24K | No change |
| PODD Insulet Corp. | 0.01% | 79 | $22K | No change |
| APD Air Products & Chemicals Inc. | 0.01% | 85 | $21K | Reduce -29.2% |
| PFE Pfizer Inc. | 0.01% | 840 | $21K | Reduce -28.9% |
| ETN Eaton Corp. PLC | 0.01% | 65 | $21K | Reduce -31.6% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 35 | $20K | No change |
| KGC Kinross Gold Corp. | 0.01% | 706 | $20K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 243 | $20K | New |
| CVS CVS Health Corp. | 0.01% | 245 | $19K | Add +64.4% |
| USO United States Oil Fund LP | 0.01% | 269 | $19K | No change |
| RLAY Relay Therapeutics Inc. | 0.01% | 2,178 | $18K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 340 | $18K | Reduce -12.8% |
| HSY The Hershey Co. | 0.01% | 100 | $18K | No change |
| GDX Vaneck Gold Miners ETF | 0.01% | 210 | $18K | No change |
| DMC Del Monte Corp. filed as FRESH DEL MONTE PRODUCE INC | 0.01% | 504 | $18K | Add +0.8% |
| NVS Novartis AG-Sponsored ADR | 0.01% | 128 | $18K | Add +48.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 165 | $18K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 35 | $17K | No change |
| DVN Devon Energy Corp. | 0.01% | 465 | $17K | Reduce -31.6% |
| KLAC KLA Corp. | 0.01% | 14 | $17K | Add +180.0% |
| ESLT Elbit Systems Ltd. | 0.01% | 29 | $17K | New |
| INTC Intel Corp. | 0.01% | 450 | $17K | No change |
| SPOT Spotify Technology SA | 0.01% | 28 | $16K | Add +86.7% |
| SHOP Shopify Inc. Class A | 0.01% | 100 | $16K | No change |
| HII Huntington Ingalls Industrie | 0.01% | 47 | $16K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 285 | $15K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.01% | 238 | $15K | No change |
| CTRE Caretrust REIT Inc. | 0.01% | 397 | $14K | New |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 103 | $14K | New |
| HOOD Robinhood Markets Inc. Class A | 0.01% | 124 | $14K | No change |
| Q Qnity Electronics Inc. | 0.01% | 171 | $14K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 199 | $14K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 343 | $14K | No change |
| AORT Artivion Inc. | 0.01% | 300 | $14K | No change |
| XLK SS Technology Select Sector | 0.01% | 86 | $12K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 925 | $12K | Reduce -58.6% |
| PM Philip Morris International | 0.01% | 73 | $12K | Add +4.3% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 316 | $12K | Reduce -85.7% |
| BX Blackstone Inc. | 0.01% | 75 | $12K | Reduce -61.5% |
| AEP American Electric Power | 0.01% | 100 | $12K | No change |
| IP International Paper Co. | 0.01% | 290 | $11K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.01% | 854 | $11K | Reduce -63.6% |
| DOW Dow Inc. | 0.01% | 478 | $11K | Reduce -4.0% |
| CSWC Capital Southwest Corp. | 0.01% | 500 | $11K | No change |
| ICLR Icon PLC | 0.01% | 60 | $11K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 10 | $11K | New |
| NXPI NXP Semiconductors NV | 0.01% | 48 | $10K | No change |
| FDX FedEx Corp. | 0.01% | 36 | $10K | Add +20.0% |
| RDDT Reddit Inc. Class A | 0.01% | 45 | $10K | Add +12.5% |
| FITB Fifth Third Bancorp | 0.01% | 220 | $10K | No change |
| HOLX Hologic Inc. | 0.01% | 135 | $10K | No change |
| ENTG Entegris Inc. | 0.01% | 116 | $10K | No change |
| FOXA Fox Corp. Class A | 0.01% | 131 | $10K | New |
| SONY Sony Group Corp. - SP ADR | 0.01% | 365 | $9K | New |
| DRIV Global X Autonomous&elec-ETF | 0.01% | 307 | $9K | Reduce -35.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 32 | $9K | New |
| ENR Energizer Holdings Inc. | 0.00% | 433 | $9K | No change |
| MPWR Monolithic Power Systems Inc. | 0.00% | 9 | $8K | New |
| FLEX Flex Ltd. | 0.00% | 130 | $8K | New |
| SYY Sysco Corp. | 0.00% | 106 | $8K | Reduce -26.9% |
| TEL Te Connectivity PLC | 0.00% | 34 | $8K | New |
| APTV Aptiv PLC | 0.00% | 101 | $8K | New |
| IPGP Ipg Photonics Corp. | 0.00% | 100 | $7K | No change |
| TTE Totalenergies SE | 0.00% | 109 | $7K | New |
| PANW Palo Alto Networks Inc. | 0.00% | 38 | $7K | New |
| WBD Warner Bros Discovery Inc. | 0.00% | 231 | $7K | No change |
| VST Vistra Corp. | 0.00% | 41 | $7K | Add +64.0% |
| BWXT BWX Technologies Inc. | 0.00% | 38 | $7K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 435 | $6K | No change |
| BLK BlackRock Inc. | 0.00% | 6 | $6K | No change |
| SYF Synchrony Financial | 0.00% | 76 | $6K | New |
| NOW ServiceNow Inc. | 0.00% | 40 | $6K | No change |
| NKE Nike Inc. Class B | 0.00% | 96 | $6K | No change |
| CTAS Cintas Corp. | 0.00% | 32 | $6K | No change |
| KTOS Kratos Defense & Security | 0.00% | 79 | $6K | No change |
| ORA Ormat Technologies Inc. | 0.00% | 54 | $6K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 62 | $6K | Add +1.6% |
| OC Owens Corning | 0.00% | 50 | $6K | No change |
| AVAV Aerovironment Inc. | 0.00% | 23 | $6K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 235 | $5K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 71 | $5K | New |
| BA The Boeing Co. | 0.00% | 24 | $5K | No change |
| EA Electronic Arts Inc. | 0.00% | 25 | $5K | No change |
| PBW Invesco Wilderhill Clean Ene | 0.00% | 167 | $5K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 52 | $5K | New |
| GEHC GE Healthcare Technology | 0.00% | 58 | $5K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 49 | $5K | New |
| EXEL Exelixis Inc. | 0.00% | 101 | $4K | New |
| UTHR United Therapeutics Corp. | 0.00% | 9 | $4K | New |
| ACM Aecom | 0.00% | 45 | $4K | New |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.00% | 59 | $4K | New |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 47 | $4K | New |
| EEMA iShares MSCI Emerg MRKT Asia | 0.00% | 45 | $4K | New |
| NNE Nano Nuclear Energy Inc. | 0.00% | 173 | $4K | Reduce -16.8% |
| MPC Marathon Petroleum Corp. | 0.00% | 25 | $4K | No change |
| ONC Beone Medicines Ltd.-ADR | 0.00% | 13 | $4K | New |
| IGM iShares Expanded Tech Sector | 0.00% | 28 | $4K | New |
| MDT Medtronic PLC | 0.00% | 37 | $4K | New |
| EWJ iShares MSCI Japan ETF | 0.00% | 44 | $4K | No change |
| CRM Salesforce Inc. | 0.00% | 13 | $3K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.00% | 64 | $3K | No change |
| VLTO Veralto Corp. | 0.00% | 34 | $3K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 11 | $3K | New |
| ICE Intercontinental Exchange Inc. | 0.00% | 20 | $3K | New |
| IAU iShares Gold Trust | 0.00% | 38 | $3K | No change |
| SOLS Solstice Adv Materials Inc. | 0.00% | 62 | $3K | No change |
| ATO Atmos Energy Corp. | 0.00% | 17 | $3K | New |
| XYZ Block Inc. | 0.00% | 40 | $3K | No change |
| EMR Emerson Electric Co. | 0.00% | 19 | $3K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 10 | $2K | New |
| MTN Vail Resorts Inc. | 0.00% | 18 | $2K | Reduce -83.3% |
| IJH iShares Core S&P Midcap ETF | 0.00% | 35 | $2K | No change |
| TTEK Tetra Tech Inc. | 0.00% | 65 | $2K | New |
| AWK American Water Works Co. Inc. | 0.00% | 15 | $2K | Reduce -83.3% |
| TGT Target Corp. | 0.00% | 20 | $2K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 50 | $2K | Reduce -13.8% |
| PLD Prologis Inc. | 0.00% | 15 | $2K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 27 | $2K | No change |
| WBS Webster Financial Corp. | 0.00% | 29 | $2K | No change |
| AFL Aflac Inc. | 0.00% | 16 | $2K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 5 | $2K | New |
| TRP TC Energy Corp. | 0.00% | 28 | $2K | New |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 21 | $1K | New |
| ETHE Grayscale Ethereum Staking E | 0.00% | 61 | $1K | No change |
| AMSC American Superconductor Corp. | 0.00% | 50 | $1K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 18 | $1K | New |
| BLDR Builders Firstsource Inc. | 0.00% | 13 | $1K | No change |
| CC The Chemours Co. | 0.00% | 113 | $1K | No change |
| PSKY Paramount Skydance Class B | 0.00% | 94 | $1K | No change |
| TSLX Sixth Street Specialty Lendi | 0.00% | 57 | $1K | Add +1.8% |
| CSIQ Canadian Solar Inc. | 0.00% | 50 | $1K | No change |
| ADBE Adobe Inc. | 0.00% | 3 | $1K | No change |
| HTGC Hercules Capital Inc. | 0.00% | 52 | $979 | Add +2.0% |
| FSK FS KKR Capital Corp. | 0.00% | 61 | $900 | Add +8.9% |
| LAND Gladstone Land Corp. | 0.00% | 94 | $860 | Reduce -91.7% |
| MTG Mgic Investment Corp. | 0.00% | 27 | $789 | New |
| OKE Oneok Inc. | 0.00% | 10 | $735 | No change |
| UUUU Energy Fuels Inc. | 0.00% | 50 | $727 | No change |
| PPC Pilgrim's Pride Corp. | 0.00% | 18 | $702 | New |
| GNL Global Net Lease Inc. | 0.00% | 77 | $659 | Add +2.7% |
| PLUG Plug Power Inc. | 0.00% | 200 | $394 | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 17 | $335 | No change |
| HAL Halliburton Co. | 0.00% | 9 | $254 | No change |
| BTG B2GOLD Corp. | 0.00% | 50 | $226 | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 5 | $194 | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 6 | $168 | No change |
| IVR Invesco Mortgage Capital | 0.00% | 15 | $122 | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 2 | $16 | No change |