| IVV iShares Core S&P 500 ETF | 16.68% | 504,903 | $297.2M | Add +0.2% |
| NTSX Wisdomtree US Efficient Core | 15.94% | 6,084,006 | $284.1M | Reduce -0.5% |
| LRGF iShares US Equity Factor ETF | 11.34% | 3,349,515 | $202.1M | Add +2.4% |
| IWB iShares Russell 1000 ETF | 9.19% | 508,479 | $163.8M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 7.23% | 1,833,592 | $128.9M | Add +4.1% |
| IEMG iShares Core MSCI Emerging | 6.51% | 2,219,910 | $115.9M | Add +2.3% |
| NTSI Wisdomtree International Eff | 6.16% | 3,125,795 | $109.8M | Add +3.1% |
| USFR Wisdomtree Floating Rate Tre | 5.38% | 1,904,965 | $95.9M | New |
| INTF iShares International Equity | 5.06% | 3,142,298 | $90.2M | Add +9.8% |
| IWM iShares Russell 2000 ETF | 4.37% | 352,360 | $77.9M | Add +1.8% |
| EEM iShares MSCI Emerging Market | 2.99% | 1,272,422 | $53.2M | Reduce -2.5% |
| SCZ iShares MSCI Eafe Small-Cap | 1.54% | 451,833 | $27.4M | Reduce -2.6% |
| IWC iShares Micro-Cap ETF | 0.71% | 97,464 | $12.7M | Reduce -3.3% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 233,179 | $11.2M | Reduce -1.3% |
| VONE Vanguard Russell 1000 | 0.54% | 36,388 | $9.7M | Reduce -12.6% |
| PYLD PIMCO Multisector Bond Actv | 0.42% | 289,167 | $7.5M | Add +2.8% |
| IWV iShares Russell 3000 ETF | 0.39% | 20,941 | $7.0M | Reduce -0.7% |
| BOND PIMCO Active Bond Exchange-T | 0.39% | 76,129 | $6.9M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.36% | 15,426 | $6.5M | Reduce -29.1% |
| ESGU iShares ESG Aware MSCI USA | 0.33% | 46,209 | $6.0M | Reduce -3.7% |
| JPIB JPMorgan Intl BND ETF | 0.33% | 123,395 | $5.8M | Add +2.8% |
| MINT PIMCO Enhanced Short Maturit | 0.31% | 54,788 | $5.5M | Add +4.5% |
| AAPL Apple Inc. | 0.23% | 16,071 | $4.0M | Add +0.7% |
| ABNB Airbnb Inc. Class A | 0.20% | 26,500 | $3.5M | Reduce -15.9% |
| VTWO Vanguard Russell 2000 ETF | 0.17% | 33,575 | $3.0M | Reduce -2.9% |
| TT Trane Technologies PLC | 0.15% | 7,066 | $2.6M | No change |
| ISRG Intuitive Surgical Inc. | 0.14% | 4,854 | $2.5M | Add +6.7% |
| EFA iShares MSCI Eafe ETF | 0.11% | 27,015 | $2.0M | Reduce -97.8% |
| ESGD iShares Trust iShares ESG Aw | 0.10% | 23,274 | $1.8M | Add +3.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.09% | 66,945 | $1.7M | Reduce -2.2% |
| USXF iShares ESG Advance MSCI USA | 0.08% | 30,110 | $1.5M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 0.08% | 7,806 | $1.5M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.08% | 1,848 | $1.4M | Reduce -13.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 2,459 | $1.3M | Add +18.1% |
| DES Wisdomtree US Smallcap Divid | 0.07% | 36,235 | $1.2M | Add +0.1% |
| USRT iShares Core US REIT ETF | 0.07% | 20,273 | $1.2M | Reduce -13.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.06% | 34,572 | $1.2M | Add +1.6% |
| TSLA Tesla Inc. | 0.06% | 2,734 | $1.1M | Add +9.8% |
| ESGV Vanguard ESG US Stock ETF | 0.06% | 10,034 | $1.1M | Reduce -0.8% |
| ZION Zions Bancorp NA | 0.06% | 19,109 | $1.0M | No change |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 43,658 | $992K | Add +2.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 8,591 | $983K | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.05% | 4,949 | $942K | Add +2.0% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.05% | 12,519 | $896K | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 16,731 | $737K | Reduce -4.9% |
| NTSE Wisdomtree Emerging Markets | 0.04% | 24,347 | $698K | Reduce -14.2% |
| LDUR PIMCO Enhanced Low Duration | 0.03% | 6,101 | $580K | Reduce -28.5% |
| SGOV iShares 0-3 Month Treasury B | 0.03% | 5,732 | $575K | New |
| K Kellanova | 0.03% | 6,567 | $532K | No change |
| BALL Ball Corp. | 0.03% | 9,015 | $497K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 810 | $475K | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.03% | 846 | $456K | Reduce -27.9% |
| AGG iShares Core U.S. Aggregate | 0.03% | 4,675 | $453K | Add +0.6% |
| U Unity Software Inc. | 0.02% | 18,925 | $425K | No change |
| IR Ingersoll-Rand Inc. | 0.02% | 4,064 | $368K | No change |
| QGRW Wisdomtree US Quality Growth | 0.02% | 7,462 | $368K | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 895 | $367K | Reduce -0.4% |
| XLY SS Consumer Disc Select Sect | 0.02% | 1,619 | $363K | Add +0.2% |
| SNOW Snowflake Inc. | 0.02% | 2,250 | $347K | No change |
| ARKF ARK Blockchain & Fintech Inn | 0.02% | 8,925 | $331K | Reduce -2.2% |
| CTSH Cognizant Tech Solutions-A | 0.02% | 4,103 | $316K | Reduce -16.1% |
| IWF iShares Russell 1000 Growth | 0.02% | 773 | $310K | No change |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.02% | 1,554 | $301K | Reduce -1.0% |
| AOA iShares Core 80/20 Aggressiv | 0.02% | 3,825 | $293K | Add +8.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 3,176 | $257K | No change |
| WCBR Wisdomtree Cybersecurity FND | 0.01% | 8,947 | $253K | Reduce -0.7% |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 25,700 | $240K | No change |
| WMT Walmart Inc. | 0.01% | 2,615 | $236K | Reduce -1.5% |
| XLI SS Industrial Select Sector | 0.01% | 1,783 | $235K | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 952 | $229K | Reduce -9.5% |
| WCLD Wisdomtree Cloud Computing | 0.01% | 5,702 | $214K | New |
| WTAI Wisdomtree AI and Innovation | 0.01% | 9,570 | $211K | New |
| ITOT iShares Core S&P Total U.S. | 0.01% | 1,615 | $208K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 3,483 | $197K | Reduce -2.0% |
| DBX Dropbox Inc. Class A | 0.01% | 6,500 | $195K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.01% | 3,455 | $192K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 657 | $190K | Reduce -72.1% |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 4,390 | $185K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 2,127 | $171K | New |
| META Meta Platforms Inc. Class A | 0.01% | 290 | $170K | New |
| NVDA Nvidia Corp. | 0.01% | 1,193 | $160K | New |
| VYM Vanguard High DVD Yield ETF | 0.01% | 1,208 | $154K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 333 | $151K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 718 | $142K | New |
| V Visa Inc. Class A | 0.01% | 435 | $137K | New |
| SCHG Schwab US Large-Cap Growth | 0.01% | 4,880 | $136K | Reduce -38.4% |
| VXUS Vanguard Total Intl Stock | 0.01% | 2,296 | $135K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 3,000 | $132K | New |
| BGRN iShares Usd Green Bond ETF | 0.01% | 2,804 | $131K | New |
| SCHB Schwab US Broad Market ETF | 0.01% | 5,664 | $129K | New |
| HPI John Hancock Prefer Inc. | 0.01% | 7,620 | $127K | New |
| VNQ Vanguard Real Estate ETF | 0.01% | 1,338 | $119K | New |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 898 | $119K | New |
| BND Vanguard Total Bond Market | 0.01% | 1,648 | $119K | New |
| CHI Calamos Convert Opport & Inc. | 0.01% | 9,450 | $113K | New |
| AOR iShares Core 60/40 Balanced | 0.01% | 1,935 | $111K | New |
| IDV iShares International Select | 0.01% | 3,945 | $108K | New |
| IJR iShares Core S&P Small-Cap E | 0.01% | 930 | $107K | New |
| COST Costco Wholesale Corp. | 0.01% | 111 | $102K | New |
| SCHX Schwab US Large-Cap ETF | 0.01% | 4,328 | $100K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 592 | $100K | New |
| SCHK Schwab 1000 Index ETF | 0.01% | 3,510 | $99K | New |
| DHS Wisdomtree US High Dividend | 0.01% | 1,008 | $94K | New |
| VGT Vanguard Info Tech ETF | 0.00% | 140 | $87K | New |
| SCHD Schwab US DVD Equity ETF | 0.00% | 2,984 | $82K | New |
| GNOM Global X Genomics & Biotechn | 0.00% | 8,390 | $81K | Reduce -33.2% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.00% | 9,900 | $81K | New |
| IFGL iShares International Develo | 0.00% | 4,109 | $79K | New |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 441 | $79K | New |
| IJH iShares Core S&P Midcap ETF | 0.00% | 1,237 | $77K | New |
| RDVY First Trust Rising Dividend | 0.00% | 1,258 | $74K | New |
| ACP Abrdn Income Credit Strat | 0.00% | 12,435 | $74K | Add +20.3% |
| AVGO Broadcom Inc. | 0.00% | 308 | $71K | New |
| ILCV iShares Morningstar Value Et | 0.00% | 880 | $71K | New |
| DEM Wisdomtree Emerging Markets | 0.00% | 1,760 | $71K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 251 | $70K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 345 | $68K | New |
| XLK SS Technology Select Sector | 0.00% | 293 | $68K | New |
| MDRR Medalist Diversified Inc. | 0.00% | 5,000 | $67K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 1,165 | $66K | New |
| JPST JPMorgan Ultra-Short Income | 0.00% | 1,264 | $64K | New |
| HD Home Depot Inc. | 0.00% | 161 | $63K | New |
| XOM Exxon Mobil Corp. | 0.00% | 580 | $62K | New |
| IHDG Wisdomtree International Hed | 0.00% | 1,394 | $61K | New |
| JPM JPMorgan Chase & Co. | 0.00% | 247 | $59K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.00% | 138 | $59K | New |
| GLD SPDR Gold Shares | 0.00% | 242 | $59K | New |
| HIG Hartford Insurance Group Inc. | 0.00% | 533 | $58K | New |
| TDV Proshares S&P Tech DVD Arist | 0.00% | 769 | $58K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 160 | $55K | New |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 852 | $55K | New |
| VCR Vanguard Consumer Discre ETF | 0.00% | 146 | $55K | New |
| AMZN Amazon.com Inc. | 0.00% | 245 | $54K | New |
| HELX Franklin Genomic Advancement | 0.00% | 1,801 | $52K | New |
| ACN Accenture PLC Class A | 0.00% | 144 | $51K | New |
| LVS Las Vegas Sands Corp. | 0.00% | 964 | $50K | New |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 911 | $49K | New |
| DE Deere & Co. | 0.00% | 114 | $48K | New |
| JIRE JPMorgan Int Res Enh Eqty | 0.00% | 816 | $48K | New |
| ORCL Oracle Corp. | 0.00% | 285 | $47K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 549 | $47K | New |
| MRSH Marsh & McLennan Cos | 0.00% | 210 | $45K | New |
| IXN iShares Global Tech ETF | 0.00% | 514 | $44K | New |
| UNH Unitedhealth Group Inc. | 0.00% | 86 | $44K | Reduce -85.4% |
| NJR New Jersey Resources Corp. | 0.00% | 900 | $42K | New |
| SCHF Schwab Intl Equity ETF | 0.00% | 2,269 | $42K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 122 | $42K | New |
| XPO Xpo Inc. | 0.00% | 317 | $42K | New |
| ILCG iShares Morningstar Growth E | 0.00% | 440 | $39K | New |
| ABBV Abbvie Inc. | 0.00% | 217 | $39K | New |
| MUB iShares National Muni Bond E | 0.00% | 361 | $39K | New |
| SMH Vaneck Semiconductor ETF | 0.00% | 157 | $38K | New |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 497 | $38K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 532 | $37K | New |
| CLX Clorox Company | 0.00% | 220 | $36K | New |
| CRM Salesforce Inc. | 0.00% | 105 | $35K | New |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.00% | 473 | $34K | New |
| WM Waste Management Inc. | 0.00% | 166 | $33K | New |
| YUM Yum! Brands Inc. | 0.00% | 246 | $33K | New |
| IWD iShares Russell 1000 Value E | 0.00% | 174 | $32K | New |
| MA Mastercard Inc. Class A | 0.00% | 60 | $32K | New |
| IGV iShares Expanded Tech-Softwa | 0.00% | 315 | $32K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 45 | $31K | New |
| AMD Advanced Micro Devices | 0.00% | 244 | $29K | New |
| MRK Merck & Co. Inc. | 0.00% | 283 | $28K | New |
| CAT Caterpillar Inc. | 0.00% | 74 | $27K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 250 | $26K | New |
| L Loews Corp. | 0.00% | 307 | $26K | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 520 | $26K | New |
| IXUS iShares Core Intl Stock ETF | 0.00% | 390 | $26K | New |
| KLG WK Kellogg Co. | 0.00% | 1,377 | $25K | New |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 45 | $23K | New |
| BX Blackstone Inc. | 0.00% | 133 | $23K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 282 | $23K | New |
| IYF iShares US Financials ETF | 0.00% | 206 | $23K | New |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 524 | $21K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 171 | $21K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 325 | $19K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 155 | $19K | New |
| FCX Freeport-McMoran Inc. | 0.00% | 508 | $19K | New |
| SCHM Schwab US Mid Cap ETF | 0.00% | 651 | $18K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 66 | $18K | New |
| LRCX Lam Research Corp. | 0.00% | 241 | $17K | New |
| XJQCX Nuveen Credit Strategies Inc. | 0.00% | 3,000 | $17K | New |
| INTU Intuit Inc. | 0.00% | 26 | $16K | New |
| IXC iShares Global Energy ETF | 0.00% | 429 | $16K | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 43 | $16K | New |
| FEZ State Street SPDR Euro Stoxx | 0.00% | 325 | $16K | New |
| PCAR Paccar Inc. | 0.00% | 142 | $15K | New |
| GATX Gatx Corp. | 0.00% | 95 | $15K | New |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 113 | $15K | New |
| IVE iShares S&P 500 Value ETF | 0.00% | 75 | $14K | New |
| WWD Woodward Inc. | 0.00% | 84 | $14K | New |
| VXF Vanguard Extended Market ETF | 0.00% | 73 | $14K | New |
| USHY iShares Broad Usd High Yield | 0.00% | 375 | $14K | New |
| GXO Gxo Logistics Inc. | 0.00% | 317 | $14K | New |
| MPC Marathon Petroleum Corp. | 0.00% | 96 | $13K | New |
| AVUV Avantis US Small Cap Value | 0.00% | 127 | $12K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 192 | $12K | New |
| CVX Chevron Corp. | 0.00% | 80 | $12K | New |
| NFLX Netflix Inc. | 0.00% | 13 | $12K | New |
| FDN First Trust DJ Internet Ind | 0.00% | 46 | $11K | New |
| TTE Totalenergies SE -Spon ADR | 0.00% | 203 | $11K | New |
| AWK American Water Works Co. Inc. | 0.00% | 87 | $11K | New |
| USB US Bancorp | 0.00% | 227 | $11K | New |
| IAI iShares U.S. Broker-Dealers | 0.00% | 74 | $11K | New |
| IXJ iShares Global Healthcare Et | 0.00% | 124 | $11K | New |
| YUMC Yum China Holdings Inc. | 0.00% | 221 | $11K | New |
| NOW ServiceNow Inc. | 0.00% | 10 | $11K | New |
| HON Honeywell International Inc. | 0.00% | 46 | $10K | New |
| PNQI Invesco Nasdaq Internet ETF | 0.00% | 220 | $10K | New |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 102 | $10K | New |
| SHEL Shell PLC-ADR | 0.00% | 162 | $10K | New |
| BKNG Booking Holdings Inc. | 0.00% | 2 | $10K | New |
| AMAT Applied Materials Inc. | 0.00% | 61 | $10K | New |
| ADBE Adobe Inc. | 0.00% | 22 | $10K | New |
| UNP Union Pacific Corp. | 0.00% | 41 | $9K | New |
| TXN Texas Instruments Inc. | 0.00% | 49 | $9K | New |
| KO The Coca-Cola Co. | 0.00% | 147 | $9K | New |
| FELG Fidelity Enh LRG Cap GWTH | 0.00% | 253 | $9K | New |
| MS Morgan Stanley | 0.00% | 71 | $9K | New |
| AFG American Financial Group Inc. | 0.00% | 65 | $9K | New |
| RTX RTX Corp. | 0.00% | 73 | $9K | New |
| AXP American Express Co. | 0.00% | 28 | $8K | New |
| CARR Carrier Global Corp. | 0.00% | 116 | $8K | New |
| XRT SS SPDR S&P Retail ETF | 0.00% | 95 | $8K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 280 | $7K | New |
| VFMF Vanguard US Multifactor ETF | 0.00% | 56 | $7K | New |
| LMT Lockheed Martin Corp. | 0.00% | 15 | $7K | New |
| VONG Vanguard Russell 1000 Growth | 0.00% | 70 | $7K | New |
| IVW iShares S&P 500 Growth ETF | 0.00% | 71 | $7K | New |
| GILD Gilead Sciences Inc. | 0.00% | 76 | $7K | New |
| PAYX Paychex Inc. | 0.00% | 50 | $7K | New |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 87 | $7K | New |
| CSCO Cisco Systems Inc. | 0.00% | 112 | $7K | New |
| QCOM Qualcomm Inc. | 0.00% | 41 | $6K | New |
| TWLO Twilio Inc. Class A | 0.00% | 57 | $6K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 126 | $6K | New |
| IHI iShares U.S. Medical Devices | 0.00% | 102 | $6K | New |
| SCHV Schwab US Large-Cap Value | 0.00% | 222 | $6K | New |
| NKE Nike Inc. Class B | 0.00% | 67 | $5K | New |
| AOM iShares Core 40/60 Moderate | 0.00% | 115 | $5K | New |
| EUFN iShares MSCI Europe Financia | 0.00% | 205 | $5K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 482 | $5K | New |
| SYK Stryker Corp. | 0.00% | 13 | $5K | New |
| IT Gartner Inc. | 0.00% | 9 | $4K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 39 | $4K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 21 | $4K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 41 | $4K | New |
| CSX CSX Corp. | 0.00% | 123 | $4K | New |
| RXO Rxo Inc. | 0.00% | 158 | $4K | New |
| LUV Southwest Airlines Co. | 0.00% | 112 | $4K | New |
| DHR Danaher Corp. | 0.00% | 16 | $4K | New |
| ETN Eaton Corp. PLC | 0.00% | 11 | $4K | New |
| MXI iShares Global Materials ETF | 0.00% | 46 | $4K | New |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 123 | $4K | New |
| GE General Electric filed as GE AEROSPACE | 0.00% | 21 | $3K | New |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 209 | $3K | New |
| SAN Banco Santander SA-Spon ADR | 0.00% | 676 | $3K | New |
| PCG P G & E Corp. | 0.00% | 150 | $3K | New |
| PEP Pepsico Inc. | 0.00% | 18 | $3K | New |
| ABT Abbott Laboratories | 0.00% | 22 | $2K | New |
| IWO iShares Russell 2000 Growth | 0.00% | 8 | $2K | New |
| COP Conocophillips | 0.00% | 22 | $2K | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 23 | $2K | New |
| BP BP PLC-Spons ADR | 0.00% | 68 | $2K | New |
| KBH KB Home | 0.00% | 25 | $2K | New |
| EW Edwards Lifesciences Corp. | 0.00% | 21 | $2K | New |
| WEC WEC Energy Group Inc. | 0.00% | 16 | $2K | New |
| GEV GE Vernova Inc. | 0.00% | 4 | $1K | New |
| JPIE JPMorgan Income ETF | 0.00% | 25 | $1K | New |
| BBUS JPMorgan Betabuilders US Equ | 0.00% | 8 | $848 | New |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.00% | 14 | $841 | New |
| PLUG Plug Power Inc. | 0.00% | 254 | $542 | New |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 9 | $442 | New |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 6 | $343 | New |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 2 | $334 | New |
| TLH iShares 10-20 Year Treasury | 0.00% | 2 | $200 | New |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 2 | $193 | New |
| BBHY JPMorgan Betabuilders Usd Hi | 0.00% | 4 | $185 | New |
| EWC iShares MSCI Canada ETF | 0.00% | 3 | $121 | New |
| IYM iShares U.S. Basic Materials | 0.00% | 1 | $119 | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.00% | 1 | $114 | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 4 | $112 | New |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 2 | $110 | New |
| SPMB SS SPDR P Mort Back Bond ETF | 0.00% | 5 | $103 | New |
| ARM Arm Holdings PLC-ADR | 0.00% | 1 | $89 | New |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 3 | $86 | New |
| SOUN Soundhound AI Inc. Class A | 0.00% | 4 | $80 | New |
| VGSH Vanguard Short-Term Treasury | 0.00% | 1 | $59 | New |
| FHLC Fidelity MSCI Health Care | 0.00% | 1 | $57 | New |
| XLP SS Consumer Staples Sel Sect | 0.00% | 1 | $50 | New |
| IHAK iShares Cybersecurity & Tech | 0.00% | 1 | $44 | New |
| FDIG Fidelity Crypto Indu & DGTL | 0.00% | 1 | $32 | New |
| CGW Invesco S&P Global Water Ind | 0.00% | 1 | $30 | New |