| IVV iShares Core S&P 500 ETF | 16.43% | 501,871 | $335.9M | Add +0.9% |
| NTSX Wisdomtree US Efficient Core | 14.46% | 5,479,423 | $295.5M | Reduce -8.7% |
| LRGF iShares US Equity Factor ETF | 11.77% | 3,482,847 | $240.6M | Add +2.4% |
| IWB iShares Russell 1000 ETF | 8.47% | 473,717 | $173.1M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 7.79% | 1,823,815 | $159.2M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 7.29% | 2,258,919 | $148.9M | Add +1.3% |
| NTSI Wisdomtree International Eff | 6.53% | 3,123,131 | $133.5M | Reduce -0.8% |
| INTF iShares International Equity | 5.73% | 3,262,856 | $117.2M | Add +2.1% |
| IWM iShares Russell 2000 ETF | 4.34% | 366,299 | $88.6M | Add +1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.32% | 1,583,808 | $67.8M | Add +1.2% |
| EEM iShares MSCI Emerging Market | 3.01% | 1,150,856 | $61.5M | Reduce -3.3% |
| EFA iShares MSCI Eafe ETF | 1.92% | 420,689 | $39.3M | Add +6.4% |
| SCZ iShares MSCI Eafe Small-Cap | 1.45% | 385,169 | $29.6M | Reduce -3.4% |
| IWC iShares Micro-Cap ETF | 0.66% | 89,910 | $13.4M | Reduce -2.4% |
| VEA Vanguard Ftse Developed ETF | 0.62% | 212,124 | $12.7M | Reduce -3.0% |
| VONE Vanguard Russell 1000 | 0.53% | 35,733 | $10.8M | Reduce -3.2% |
| PYLD PIMCO Multisector Bond Actv | 0.40% | 303,574 | $8.1M | Add +0.7% |
| IWV iShares Russell 3000 ETF | 0.35% | 19,089 | $7.2M | Add +5.1% |
| BOND PIMCO Active Bond Exchange-T | 0.35% | 76,763 | $7.2M | Reduce -1.6% |
| JPIB JPMorgan Intl BND ETF | 0.31% | 128,391 | $6.3M | Add +1.2% |
| ESGU iShares ESG Aware MSCI USA | 0.30% | 42,057 | $6.1M | Add +0.8% |
| MINT PIMCO Enhanced Short Maturit | 0.24% | 49,625 | $5.0M | Reduce -2.1% |
| MSFT Microsoft Corp. | 0.22% | 8,815 | $4.6M | Add +6.0% |
| AAPL Apple Inc. | 0.22% | 17,484 | $4.5M | Add +7.3% |
| VTWO Vanguard Russell 2000 ETF | 0.18% | 37,729 | $3.7M | Reduce -5.3% |
| ABNB Airbnb Inc. Class A | 0.16% | 26,500 | $3.2M | No change |
| BALL Ball Corp. | 0.12% | 48,601 | $2.5M | Add +2.4% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 25,499 | $2.4M | Add +1.8% |
| VFMF Vanguard US Multifactor ETF | 0.11% | 15,349 | $2.2M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.11% | 8,837 | $2.1M | Add +5.8% |
| HD Home Depot Inc. | 0.10% | 5,242 | $2.1M | Add +3.4% |
| ISRG Intuitive Surgical Inc. | 0.10% | 4,509 | $2.0M | Reduce -0.8% |
| TMUS T-Mobile US Inc. | 0.09% | 7,951 | $1.9M | Add +27317.2% |
| USXF iShares ESG Advance MSCI USA | 0.09% | 30,355 | $1.7M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 2,804 | $1.7M | Add +14.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 33,292 | $1.4M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.07% | 1,845 | $1.4M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 0.06% | 6,408 | $1.3M | Add +776.6% |
| GOOG Alphabet Inc. Class C | 0.06% | 5,164 | $1.3M | Add +9.8% |
| DES Wisdomtree US Smallcap Divid | 0.06% | 36,235 | $1.2M | No change |
| ZION Zions Bancorp NA | 0.05% | 19,185 | $1.1M | Add +0.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 7,330 | $1.0M | Reduce -2.7% |
| USRT iShares Core US REIT ETF | 0.04% | 14,151 | $831K | Reduce -3.6% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 15,035 | $815K | Add +3.1% |
| TSLA Tesla Inc. | 0.04% | 1,718 | $764K | Add +12.0% |
| U Unity Software Inc. | 0.04% | 18,997 | $761K | Add +0.4% |
| PSA Public Storage | 0.04% | 2,514 | $726K | New |
| ACWI iShares MSCI Acwi ETF | 0.03% | 5,103 | $705K | New |
| AOR iShares Core 60/40 Balanced | 0.03% | 10,849 | $698K | Reduce -5.0% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 5,766 | $683K | Add +27.3% |
| IWF iShares Russell 1000 Growth | 0.03% | 1,426 | $668K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 986 | $657K | Add +53.6% |
| LOW Lowe's Cos Inc. | 0.03% | 2,566 | $645K | New |
| VOO Vanguard S&P 500 ETF | 0.03% | 1,028 | $630K | Add +17.8% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.03% | 7,319 | $609K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.03% | 7,284 | $552K | Add +1.1% |
| SNOW Snowflake Inc. | 0.02% | 2,260 | $510K | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 0.02% | 4,675 | $469K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 871 | $418K | Reduce -2.1% |
| QGRW Wisdomtree US Quality Growth | 0.02% | 7,020 | $403K | Reduce -0.1% |
| XLY SS Consumer Disc Select Sect | 0.02% | 1,629 | $390K | Add +0.2% |
| LDUR PIMCO Enhanced Low Duration | 0.02% | 3,994 | $384K | Reduce -31.0% |
| AMZN Amazon.com Inc. | 0.02% | 1,736 | $381K | Add +675.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 3,762 | $375K | Add +154.0% |
| USB US Bancorp | 0.02% | 7,659 | $370K | Add +6282.5% |
| JNJ Johnson & Johnson | 0.02% | 1,928 | $358K | Add +32033.3% |
| NVDA Nvidia Corp. | 0.02% | 1,816 | $339K | Add +785.9% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.02% | 1,449 | $329K | Reduce -6.0% |
| AOA iShares Core 80/20 Aggressiv | 0.02% | 3,602 | $317K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.02% | 423 | $311K | Add +46.4% |
| NTSE Wisdomtree Emerging Markets | 0.01% | 8,101 | $294K | Reduce -2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 1,133 | $288K | Add +19.0% |
| ABBV Abbvie Inc. | 0.01% | 1,241 | $287K | Add +2382.0% |
| WMT Walmart Inc. | 0.01% | 2,720 | $280K | Add +1.4% |
| XLI SS Industrial Select Sector | 0.01% | 1,800 | $278K | Add +0.4% |
| V Visa Inc. Class A | 0.01% | 786 | $268K | Add +4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 530 | $266K | Add +45.2% |
| WCBR Wisdomtree Cybersecurity FND | 0.01% | 8,289 | $260K | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 753 | $247K | Reduce -2.6% |
| ITOT iShares Core S&P Total U.S. | 0.01% | 1,657 | $241K | Add +4.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 3,375 | $234K | No change |
| HPI John Hancock Prefer Inc. | 0.01% | 13,248 | $230K | Add +71.6% |
| BA The Boeing Co. | 0.01% | 1,040 | $224K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 2,523 | $224K | No change |
| CHI Calamos Convert Opport & Inc. | 0.01% | 20,050 | $216K | Add +99.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 4,179 | $216K | Add +39.3% |
| BLOK Amplify Blockchain Tech ETF | 0.01% | 3,206 | $215K | No change |
| ILCG iShares Morningstar Growth E | 0.01% | 2,021 | $211K | No change |
| ARKF ARK Blockchain & Fintech Inn | 0.01% | 3,688 | $209K | No change |
| AVGO Broadcom Inc. | 0.01% | 635 | $209K | Add +104.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.01% | 8,882 | $209K | Add +45.2% |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 4,635 | $209K | Add +13.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 694 | $196K | New |
| WTAI Wisdomtree AI and Innovation | 0.01% | 6,790 | $194K | Add +21.5% |
| WCLD Wisdomtree Cloud Computing | 0.01% | 5,372 | $189K | No change |
| XCEM Columbia Em Core Ex-China | 0.01% | 5,136 | $187K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.01% | 2,029 | $186K | Reduce -3.2% |
| ABT Abbott Laboratories | 0.01% | 1,339 | $179K | Add +5986.4% |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 904 | $176K | Add +46.0% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 1,239 | $175K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 551 | $174K | Add +88.0% |
| VCIT Vanguard Int-Term Corporate | 0.01% | 2,051 | $172K | Reduce -11.8% |
| VXUS Vanguard Total Intl Stock | 0.01% | 2,296 | $169K | No change |
| DOC Healthpeak Properties Inc. | 0.01% | 8,000 | $153K | New |
| MCD McDonald's Corp. | 0.01% | 493 | $150K | Add +352.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 718 | $150K | No change |
| SCHB Schwab US Broad Market ETF | 0.01% | 5,664 | $146K | No change |
| SCHG Schwab US Large-Cap Growth | 0.01% | 4,560 | $146K | Reduce -6.6% |
| IDV iShares International Select | 0.01% | 3,776 | $138K | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 1,140 | $135K | Add +32.4% |
| GNOM Global X Genomics & Biotechn | 0.01% | 3,419 | $133K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 427 | $131K | New |
| KO The Coca-Cola Co. | 0.01% | 1,922 | $127K | Add +1207.5% |
| COST Costco Wholesale Corp. | 0.01% | 132 | $122K | Add +6.5% |
| MS Morgan Stanley | 0.01% | 759 | $121K | Add +969.0% |
| ORCL Oracle Corp. | 0.01% | 428 | $120K | Add +50.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 400 | $118K | Add +506.1% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 12,700 | $116K | Add +30.9% |
| SCHX Schwab US Large-Cap ETF | 0.01% | 4,328 | $114K | No change |
| VNQ Vanguard Real Estate ETF | 0.01% | 1,239 | $113K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,735 | $113K | No change |
| SCHK Schwab 1000 Index ETF | 0.01% | 3,510 | $113K | No change |
| PDX PIMCO Dynamic Income Strat | 0.01% | 4,500 | $112K | New |
| DHS Wisdomtree US High Dividend | 0.01% | 1,102 | $111K | No change |
| MA Mastercard Inc. Class A | 0.01% | 190 | $108K | Add +26.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 383 | $107K | Add +39.8% |
| JPC Nuveen Prefered & Income Opp | 0.01% | 13,000 | $107K | New |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 749 | $105K | Reduce -27.0% |
| CLX Clorox Company | 0.01% | 848 | $105K | Add +285.4% |
| SPG Simon Property Group Inc. | 0.01% | 541 | $102K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 543 | $101K | Reduce -8.1% |
| CVX Chevron Corp. | 0.00% | 622 | $97K | Add +677.5% |
| GLD SPDR Gold Shares | 0.00% | 271 | $96K | Add +12.0% |
| VGT Vanguard Info Tech ETF | 0.00% | 129 | $96K | No change |
| ACP Abrdn Income Credit Strat | 0.00% | 16,385 | $95K | Add +21.5% |
| ARTY iShares Future AI & Tech ETF | 0.00% | 2,040 | $93K | No change |
| IJH iShares Core S&P Midcap ETF | 0.00% | 1,356 | $88K | Reduce -13.8% |
| RDVY First Trust Rising Dividend | 0.00% | 1,258 | $85K | No change |
| DEM Wisdomtree Emerging Markets | 0.00% | 1,760 | $81K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.00% | 1,610 | $80K | New |
| HIG Hartford Insurance Group Inc. | 0.00% | 600 | $80K | Add +12.6% |
| XLK SS Technology Select Sector | 0.00% | 282 | $79K | No change |
| IFGL iShares International Develo | 0.00% | 3,405 | $78K | No change |
| DE Deere & Co. | 0.00% | 168 | $77K | Add +47.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 251 | $75K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 721 | $74K | No change |
| T AT&T Inc. | 0.00% | 2,565 | $72K | New |
| SCHD Schwab US DVD Equity ETF | 0.00% | 2,604 | $71K | No change |
| AMD Advanced Micro Devices | 0.00% | 429 | $69K | Add +75.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 852 | $68K | No change |
| MDRR Medalist Diversified Inc. | 0.00% | 5,000 | $68K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 1,165 | $67K | No change |
| TDV Proshares S&P Tech DVD Arist | 0.00% | 769 | $67K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 454 | $66K | Add +224.3% |
| UNP Union Pacific Corp. | 0.00% | 276 | $65K | Add +30.2% |
| CRM Salesforce Inc. | 0.00% | 271 | $64K | Add +150.9% |
| ALK Alaska Air Group Inc. | 0.00% | 1,256 | $63K | New |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 911 | $62K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 150 | $60K | No change |
| CAT Caterpillar Inc. | 0.00% | 122 | $58K | Add +64.9% |
| WM Waste Management Inc. | 0.00% | 244 | $54K | Add +47.0% |
| IXN iShares Global Tech ETF | 0.00% | 514 | $53K | No change |
| XAI OCTAGN FLT RAT & ALT INM | 0.00% | 10,000 | $53K | New |
| SCHF Schwab Intl Equity ETF | 0.00% | 2,269 | $53K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 157 | $51K | No change |
| ARLP Alliance Resource Partners | 0.00% | 2,000 | $51K | New |
| ILCV iShares Morningstar Value Et | 0.00% | 561 | $51K | Reduce -20.2% |
| NFLX Netflix Inc. | 0.00% | 42 | $50K | Add +223.1% |
| GS Goldman Sachs Group Inc. | 0.00% | 63 | $50K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 736 | $50K | Add +4.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 51 | $49K | Add +13.3% |
| TXN Texas Instruments Inc. | 0.00% | 258 | $47K | Add +426.5% |
| LVS Las Vegas Sands Corp. | 0.00% | 867 | $47K | No change |
| UNH Unitedhealth Group Inc. | 0.00% | 134 | $46K | Add +148.2% |
| DGRO iShares Core Dividend Growth | 0.00% | 678 | $46K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 10,096 | $46K | Add +1.4% |
| HON Honeywell International Inc. | 0.00% | 214 | $45K | Add +181.6% |
| LRCX Lam Research Corp. | 0.00% | 333 | $45K | Add +104.3% |
| TQQQ Proshares Ultrapro QQQ | 0.00% | 426 | $44K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 89 | $44K | Add +304.6% |
| NJR New Jersey Resources Corp. | 0.00% | 900 | $43K | No change |
| TT Trane Technologies PLC | 0.00% | 102 | $43K | Add +34.2% |
| ETN Eaton Corp. PLC | 0.00% | 114 | $43K | Add +936.4% |
| IHDG Wisdomtree International Hed | 0.00% | 924 | $43K | No change |
| XJQCX Nuveen Credit Strategies Inc. | 0.00% | 8,000 | $42K | Add +166.7% |
| NVDU Direxion Daily Nvda Bull 2X | 0.00% | 319 | $42K | New |
| NEE Nextera Energy Inc. | 0.00% | 554 | $42K | Add +1188.4% |
| XOM Exxon Mobil Corp. | 0.00% | 370 | $42K | Add +95.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 161 | $41K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 400 | $40K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 509 | $40K | Reduce -4.3% |
| YUM Yum! Brands Inc. | 0.00% | 256 | $39K | Add +4.1% |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 460 | $38K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 315 | $36K | No change |
| RTX RTX Corp. | 0.00% | 215 | $36K | Add +194.5% |
| PEP Pepsico Inc. | 0.00% | 238 | $33K | Add +667.7% |
| MSI Motorola Solutions Inc. | 0.00% | 73 | $33K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 521 | $33K | Add +60.3% |
| GSK GSK PLC-Spon ADR | 0.00% | 720 | $31K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 549 | $30K | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 367 | $30K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 295 | $30K | Add +18.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 520 | $30K | No change |
| AXP American Express Co. | 0.00% | 87 | $29K | Add +210.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.00% | 62 | $29K | No change |
| INTU Intuit Inc. | 0.00% | 41 | $28K | Add +57.7% |
| FTC First Trust Large Cap Growth | 0.00% | 174 | $28K | No change |
| XLV SS Health Care Select Sector | 0.00% | 200 | $28K | New |
| BX Blackstone Inc. | 0.00% | 162 | $28K | Add +21.8% |
| BKNG Booking Holdings Inc. | 0.00% | 5 | $27K | Add +150.0% |
| IYF iShares US Financials ETF | 0.00% | 206 | $26K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 189 | $26K | No change |
| VCR Vanguard Consumer Discre ETF | 0.00% | 65 | $26K | Reduce -42.0% |
| SPXL Direxion Daily S&P 500 Bull | 0.00% | 121 | $26K | New |
| WAL Western Alliance Bancorp | 0.00% | 296 | $26K | New |
| GD General Dynamics Corp. | 0.00% | 75 | $26K | New |
| FCX Freeport-McMoran Inc. | 0.00% | 650 | $26K | Add +27.9% |
| ZTS Zoetis Inc. | 0.00% | 173 | $25K | Add +496.6% |
| PG The Procter & Gamble Co. | 0.00% | 165 | $25K | New |
| MRK Merck & Co. Inc. | 0.00% | 301 | $25K | Reduce -59.8% |
| AMUU Direx DLY AMD Bul 2X ETF-Usd | 0.00% | 618 | $25K | New |
| FINX Global X Fintech ETF | 0.00% | 750 | $25K | No change |
| RWX State Street SPDR Dow Jones | 0.00% | 873 | $24K | New |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 50 | $24K | Add +2.0% |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 145 | $24K | New |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 129 | $24K | New |
| GILD Gilead Sciences Inc. | 0.00% | 198 | $22K | Add +160.5% |
| JFLX JPMorgan Flexible Debt ETF | 0.00% | 434 | $22K | New |
| CSCO Cisco Systems Inc. | 0.00% | 309 | $21K | Add +175.9% |
| CTVA Corteva Inc. | 0.00% | 307 | $21K | New |
| J Jacobs Solutions Inc. | 0.00% | 138 | $21K | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 492 | $21K | New |
| KEY Keycorp | 0.00% | 1,098 | $21K | New |
| XPO Xpo Inc. | 0.00% | 158 | $20K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 232 | $20K | New |
| FEZ State Street SPDR Euro Stoxx | 0.00% | 325 | $20K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 155 | $20K | No change |
| NOW ServiceNow Inc. | 0.00% | 21 | $20K | Add +0.0% |
| BP BP PLC-Spons ADR | 0.00% | 568 | $20K | Add +735.3% |
| VGSH Vanguard Short-Term Treasury | 0.00% | 331 | $20K | New |
| B Barrick Mining Corp. | 0.00% | 590 | $19K | New |
| SCHM Schwab US Mid Cap ETF | 0.00% | 651 | $19K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 43 | $19K | No change |
| MPC Marathon Petroleum Corp. | 0.00% | 96 | $19K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 1,090 | $18K | New |
| WFC Wells Fargo & Co. | 0.00% | 218 | $18K | New |
| VOTE TCW Transform 500 ETF | 0.00% | 232 | $18K | New |
| CFR Cullen/Frost Bankers Inc. | 0.00% | 143 | $18K | New |
| DUOL Duolingo | 0.00% | 56 | $18K | New |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.00% | 204 | $18K | No change |
| IXC iShares Global Energy ETF | 0.00% | 429 | $18K | No change |
| RKT Rocket Cos Inc. Class A | 0.00% | 923 | $18K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 450 | $18K | New |
| PGR Progressive Corp. | 0.00% | 70 | $17K | New |
| WWD Woodward Inc. | 0.00% | 66 | $17K | Reduce -21.4% |
| GE General Electric filed as GE AEROSPACE | 0.00% | 54 | $16K | Add +260.0% |
| QCOM Qualcomm Inc. | 0.00% | 97 | $16K | Add +136.6% |
| ADP Automatic Data Processing | 0.00% | 55 | $16K | New |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 113 | $16K | No change |
| WMB Williams Cos Inc. | 0.00% | 249 | $16K | New |
| IVE iShares S&P 500 Value ETF | 0.00% | 75 | $15K | No change |
| VXF Vanguard Extended Market ETF | 0.00% | 73 | $15K | No change |
| NOC Northrop Grumman Corp. | 0.00% | 25 | $15K | Add +733.3% |
| DD Dupont DE Nemours Inc. | 0.00% | 195 | $15K | New |
| PNC PNC Financial Services Group | 0.00% | 75 | $15K | New |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.00% | 425 | $15K | New |
| DUK Duke Energy Corp. | 0.00% | 119 | $15K | New |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 87 | $15K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 192 | $15K | No change |
| FISV Fiserv Inc. | 0.00% | 112 | $14K | New |
| DHR Danaher Corp. | 0.00% | 72 | $14K | Add +350.0% |
| L Loews Corp. | 0.00% | 140 | $14K | Add +6.1% |
| LHX L3HARRIS Technologies Inc. | 0.00% | 46 | $14K | New |
| CARR Carrier Global Corp. | 0.00% | 233 | $14K | Add +100.9% |
| APTV Aptiv PLC | 0.00% | 160 | $14K | New |
| NTR Nutrien Ltd. | 0.00% | 232 | $14K | New |
| TSMG Leverage Shares 2X TSM | 0.00% | 567 | $13K | New |
| ROK Rockwell Automation Inc. | 0.00% | 38 | $13K | New |
| DTE DTE Energy Company | 0.00% | 94 | $13K | New |
| MCK McKesson Corp. | 0.00% | 17 | $13K | New |
| IAI iShares U.S. Broker-Dealers | 0.00% | 74 | $13K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 113 | $13K | Add +606.3% |
| CDW CDW Corp. | 0.00% | 81 | $13K | New |
| FDN First Trust DJ Internet Ind | 0.00% | 46 | $13K | No change |
| AZO AutoZone Inc. | 0.00% | 3 | $13K | New |
| SHW The Sherwin-Williams Co. | 0.00% | 37 | $13K | New |
| MRVL Marvell Technology Inc. | 0.00% | 151 | $13K | New |
| ADI Analog Devices Inc. | 0.00% | 52 | $13K | New |
| AVUV Avantis US Small Cap Value | 0.00% | 127 | $13K | No change |
| AMAT Applied Materials Inc. | 0.00% | 61 | $12K | No change |
| HELX Franklin Genomic Advancement | 0.00% | 402 | $12K | No change |
| PNQI Invesco Nasdaq Internet ETF | 0.00% | 220 | $12K | No change |
| GM General Motors Co. | 0.00% | 201 | $12K | New |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 64 | $12K | No change |
| UI Ubiquiti Inc. | 0.00% | 18 | $12K | New |
| TPC Tutor Perini Corp. | 0.00% | 181 | $12K | New |
| SHEL Shell PLC-ADR | 0.00% | 162 | $12K | No change |
| PBI Pitney Bowes Inc. | 0.00% | 1,000 | $11K | New |
| BSX Boston Scientific Corp. | 0.00% | 115 | $11K | New |
| TRGP Targa Resources Corp. | 0.00% | 67 | $11K | New |
| GLW Corning Inc. | 0.00% | 136 | $11K | New |
| COF Capital One Financial Corp. | 0.00% | 52 | $11K | Add +333.3% |
| MPWR Monolithic Power Systems Inc. | 0.00% | 12 | $11K | New |
| AMGN Amgen Inc. | 0.00% | 39 | $11K | New |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.00% | 371 | $11K | New |
| IXJ iShares Global Healthcare Et | 0.00% | 124 | $11K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 22 | $11K | Add +46.7% |
| TSN Tyson Foods Inc. Class A | 0.00% | 202 | $11K | New |
| COR Cencora Inc. | 0.00% | 35 | $11K | New |
| ACN Accenture PLC Class A | 0.00% | 44 | $11K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 94 | $11K | Add +118.6% |
| MLM Martin Marietta Materials | 0.00% | 17 | $11K | New |
| CGHM Cap Group Muni High-Income | 0.00% | 421 | $11K | New |
| SCHW Schwab (charles) Corp. | 0.00% | 110 | $11K | New |
| URI United Rentals Inc. | 0.00% | 11 | $11K | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 23 | $10K | New |
| FELG Fidelity Enh LRG Cap GWTH | 0.00% | 253 | $10K | No change |
| UBER Uber Technologies Inc. | 0.00% | 106 | $10K | New |
| KTOS Kratos Defense & Security | 0.00% | 113 | $10K | New |
| WBD Warner Bros Discovery Inc. | 0.00% | 513 | $10K | New |
| PFE Pfizer Inc. | 0.00% | 386 | $10K | New |
| TRV The Travelers Cos Inc. | 0.00% | 35 | $10K | New |
| VZ Verizon Communications Inc. | 0.00% | 217 | $10K | New |
| AFL Aflac Inc. | 0.00% | 85 | $9K | New |
| YUMC Yum China Holdings Inc. | 0.00% | 221 | $9K | No change |
| AFG American Financial Group Inc. | 0.00% | 65 | $9K | No change |
| FSLR First Solar Inc. | 0.00% | 41 | $9K | New |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.00% | 257 | $9K | New |
| COP Conocophillips | 0.00% | 93 | $9K | Add +322.7% |
| PM Philip Morris International | 0.00% | 54 | $9K | New |
| CVCO Cavco Industries Inc. | 0.00% | 15 | $9K | New |
| IVW iShares S&P 500 Growth ETF | 0.00% | 71 | $9K | No change |
| VONG Vanguard Russell 1000 Growth | 0.00% | 70 | $8K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 26 | $8K | New |
| PYPL PayPal Holdings Inc. | 0.00% | 125 | $8K | New |
| DOCN Digitalocean Holdings Inc. | 0.00% | 245 | $8K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 42 | $8K | New |
| XRT SS SPDR S&P Retail ETF | 0.00% | 95 | $8K | No change |
| NSC Norfolk Southern Corp. | 0.00% | 27 | $8K | New |
| NVR NVR Inc. | 0.00% | 1 | $8K | New |
| CMI Cummins Inc. | 0.00% | 19 | $8K | New |
| DEFT Defi Technologies Inc. | 0.00% | 3,802 | $8K | New |
| IR Ingersoll-Rand Inc. | 0.00% | 97 | $8K | Add +51.6% |
| SPOT Spotify Technology SA | 0.00% | 11 | $8K | New |
| IT Gartner Inc. | 0.00% | 29 | $8K | Add +222.2% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 169 | $8K | New |
| DRI Darden Restaurants Inc. | 0.00% | 40 | $8K | New |
| NVS Novartis AG-Sponsored ADR | 0.00% | 59 | $8K | New |
| RF Regions Financial Corp. | 0.00% | 288 | $8K | New |
| AWK American Water Works Co. Inc. | 0.00% | 54 | $8K | Reduce -57.1% |
| GEV GE Vernova Inc. | 0.00% | 12 | $8K | Add +300.0% |
| HWM Howmet Aerospace Inc. | 0.00% | 38 | $8K | Add +1166.7% |
| LNG Cheniere Energy Inc. | 0.00% | 32 | $8K | New |
| ADBE Adobe Inc. | 0.00% | 21 | $7K | Reduce -22.2% |
| PAYX Paychex Inc. | 0.00% | 58 | $7K | Add +16.0% |
| HSY The Hershey Co. | 0.00% | 39 | $7K | New |
| HLN Haleon PLC-ADR | 0.00% | 808 | $7K | New |
| APP AppLovin Corp. Class A | 0.00% | 10 | $7K | New |
| CCS Century Communities Inc. | 0.00% | 113 | $7K | New |
| CMCSA Comcast Corp. Class A | 0.00% | 226 | $7K | Add +93.2% |
| SAN Banco Santander SA-Spon ADR | 0.00% | 676 | $7K | No change |
| MO Altria Group Inc. | 0.00% | 107 | $7K | New |
| EUFN iShares MSCI Europe Financia | 0.00% | 205 | $7K | No change |
| BLK BlackRock Inc. | 0.00% | 6 | $7K | New |
| LUV Southwest Airlines Co. | 0.00% | 218 | $7K | Add +94.6% |
| XEL Xcel Energy Inc. | 0.00% | 85 | $7K | New |
| EBAY eBay Inc. | 0.00% | 75 | $7K | New |
| CNI Canadian Natl Railway Co. | 0.00% | 71 | $7K | New |
| SYK Stryker Corp. | 0.00% | 18 | $7K | Add +38.5% |
| CSX CSX Corp. | 0.00% | 187 | $7K | Add +52.0% |
| INTC Intel Corp. | 0.00% | 196 | $7K | New |
| CTAS Cintas Corp. | 0.00% | 32 | $7K | Reduce -3.0% |
| SCHV Schwab US Large-Cap Value | 0.00% | 222 | $6K | No change |
| SYY Sysco Corp. | 0.00% | 78 | $6K | New |
| DAL Delta Air Lines Inc. | 0.00% | 111 | $6K | New |
| MGY Magnolia Oil & Gas Corp. Class A | 0.00% | 261 | $6K | New |
| IHI iShares U.S. Medical Devices | 0.00% | 102 | $6K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 30 | $6K | New |
| LDOS Leidos Holdings Inc. | 0.00% | 32 | $6K | New |
| CW Curtiss-Wright Corp. | 0.00% | 11 | $6K | New |
| TEL Te Connectivity PLC | 0.00% | 27 | $6K | New |
| C Citigroup Inc. | 0.00% | 57 | $6K | New |
| HII Huntington Ingalls Industrie | 0.00% | 20 | $6K | New |
| LIN Linde PLC | 0.00% | 12 | $6K | New |
| SLV iShares Silver Trust | 0.00% | 134 | $6K | New |
| FDX FedEx Corp. | 0.00% | 24 | $6K | New |
| WCN Waste Connections Inc. | 0.00% | 32 | $6K | New |
| PLD Prologis Inc. | 0.00% | 48 | $5K | New |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 209 | $5K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 16 | $5K | New |
| NRG NRG Energy Inc. | 0.00% | 33 | $5K | New |
| PCAR Paccar Inc. | 0.00% | 54 | $5K | Add +25.6% |
| PH Parker Hannifin Corp. | 0.00% | 7 | $5K | New |
| H Hyatt Hotels Corp. Class A | 0.00% | 37 | $5K | New |
| DOW Dow Inc. | 0.00% | 227 | $5K | New |
| MU Micron Technology Inc. | 0.00% | 31 | $5K | New |
| DASH DoorDash Inc. Class A | 0.00% | 19 | $5K | New |
| AROC Archrock Inc. | 0.00% | 196 | $5K | New |
| RBLX Roblox Corp. Class A | 0.00% | 37 | $5K | New |
| HCA HCA Healthcare Inc. | 0.00% | 12 | $5K | New |
| ROL Rollins Inc. | 0.00% | 87 | $5K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 13 | $5K | New |
| MMM 3M Co. | 0.00% | 32 | $5K | New |
| HUM Humana Inc. | 0.00% | 19 | $5K | New |
| NTRS Northern Trust Corp. | 0.00% | 36 | $5K | New |
| VNO Vornado Realty Trust | 0.00% | 119 | $5K | New |
| GPI Group 1 Automotive Inc. | 0.00% | 11 | $5K | New |
| PFG Principal Financial Group | 0.00% | 58 | $5K | New |
| TFC Truist Financial Corp. | 0.00% | 105 | $5K | New |
| HOLX Hologic Inc. | 0.00% | 70 | $5K | New |
| AVAV Aerovironment Inc. | 0.00% | 15 | $5K | New |
| MSIF MSC Income Fund Inc. | 0.00% | 358 | $5K | New |
| MTZ Mastec Inc. | 0.00% | 22 | $5K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 41 | $5K | No change |
| CI The Cigna Group | 0.00% | 16 | $5K | New |
| CEG Constellation Energy | 0.00% | 14 | $5K | New |
| NKE Nike Inc. Class B | 0.00% | 66 | $5K | Reduce -83.5% |
| AEE Ameren Corporation | 0.00% | 44 | $5K | New |
| DVN Devon Energy Corp. | 0.00% | 131 | $5K | New |
| IMKTA Ingles Markets Inc. Class A | 0.00% | 66 | $5K | New |
| PEG Public Service Enterprise GP | 0.00% | 55 | $5K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 42 | $5K | Add +5.0% |
| ICE Intercontinental Exchange Inc. | 0.00% | 27 | $5K | New |
| DOV Dover Corp. | 0.00% | 27 | $5K | New |
| TGT Target Corp. | 0.00% | 49 | $4K | New |
| SCCO Southern Copper Corp. | 0.00% | 36 | $4K | New |
| PKG Packaging Corp. of America | 0.00% | 20 | $4K | New |
| EAOA iShares ESG Aware 80/20 Aggr | 0.00% | 106 | $4K | New |
| EW Edwards Lifesciences Corp. | 0.00% | 55 | $4K | Add +161.9% |
| MXI iShares Global Materials ETF | 0.00% | 46 | $4K | No change |
| AIG American International Group | 0.00% | 54 | $4K | New |
| AMT American Tower Corp. | 0.00% | 22 | $4K | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 46 | $4K | New |
| CTRA Coterra Energy Inc. | 0.00% | 174 | $4K | New |
| SRE Sempra | 0.00% | 45 | $4K | New |
| SNEX Stonex Group Inc. | 0.00% | 40 | $4K | New |
| ACIW Aci Worldwide Inc. | 0.00% | 75 | $4K | New |
| SNPS Synopsys Inc. | 0.00% | 8 | $4K | New |
| CWST Casella Waste Systems Inc. Class A | 0.00% | 41 | $4K | New |
| MSTR Strategy Inc. | 0.00% | 12 | $4K | New |
| CCI Crown Castle Inc. | 0.00% | 40 | $4K | New |
| KMB Kimberly-Clark Corp. | 0.00% | 31 | $4K | New |
| MCO Moody's Corp. | 0.00% | 8 | $4K | New |
| WBS Webster Financial Corp. | 0.00% | 64 | $4K | New |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 123 | $4K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 63 | $4K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 125 | $4K | New |
| HUBS HubSpot Inc. | 0.00% | 8 | $4K | New |
| SBUX Starbucks Corp. | 0.00% | 44 | $4K | New |
| KR Kroger Co. | 0.00% | 55 | $4K | New |
| IUSV iShares Core S&P U.S. Value | 0.00% | 37 | $4K | New |
| NET Cloudflare Inc. Class A | 0.00% | 17 | $4K | New |
| DXCM Dexcom Inc. | 0.00% | 54 | $4K | New |
| GNTX Gentex Corp. | 0.00% | 127 | $4K | New |
| ACGL Arch Capital Group Ltd. | 0.00% | 39 | $4K | New |
| SLG SL Green Realty Corp. | 0.00% | 59 | $4K | New |
| WT Wisdomtree Inc. | 0.00% | 251 | $3K | New |
| GPC Genuine Parts Co. | 0.00% | 25 | $3K | New |
| WTW Willis Towers Watson PLC | 0.00% | 10 | $3K | New |
| HWC Hancock Whitney Corp. | 0.00% | 55 | $3K | New |
| NTLA Intellia Therapeutics Inc. | 0.00% | 199 | $3K | New |
| ALL Allstate Corp. | 0.00% | 16 | $3K | New |
| EA Electronic Arts Inc. | 0.00% | 17 | $3K | New |
| CHH Choice Hotels Intl Inc. | 0.00% | 32 | $3K | New |
| WST West Pharmaceutical Services | 0.00% | 13 | $3K | New |
| VLO Valero Energy Corp. | 0.00% | 20 | $3K | New |
| OTIS Otis Worldwide Corp. | 0.00% | 37 | $3K | New |
| CSGP Costar Group Inc. | 0.00% | 40 | $3K | New |
| MNST Monster Beverage Corp. | 0.00% | 50 | $3K | New |
| AES AES Corp. | 0.00% | 254 | $3K | New |
| UPS United Parcel Service Class B | 0.00% | 40 | $3K | New |
| WAT Waters Corp. | 0.00% | 11 | $3K | New |
| VEEV Veeva Systems Inc. Class A | 0.00% | 11 | $3K | New |
| ROST Ross Stores Inc. | 0.00% | 21 | $3K | New |
| CTSH Cognizant Tech Solutions-A | 0.00% | 47 | $3K | Reduce -98.6% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 101 | $3K | New |
| RL Ralph Lauren Corp. | 0.00% | 10 | $3K | New |
| MAR Marriott International Class A | 0.00% | 12 | $3K | New |
| IRTC Irhythm Holdings Inc. | 0.00% | 18 | $3K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 90 | $3K | New |
| AOM iShares Core 40/60 Moderate | 0.00% | 65 | $3K | Reduce -43.5% |
| QS Quantumscape Corp. | 0.00% | 246 | $3K | New |
| ENB Enbridge Inc. | 0.00% | 60 | $3K | New |
| TWST Twist Bioscience Corp. | 0.00% | 105 | $3K | New |
| SPGI S&P Global Inc. | 0.00% | 6 | $3K | Reduce -45.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 3 | $3K | New |
| O Realty Income Corp. | 0.00% | 47 | $3K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 29 | $3K | New |
| WELL Welltower Inc. | 0.00% | 16 | $3K | New |
| NUE Nucor Corp. | 0.00% | 21 | $3K | New |
| KRG Kite Realty Group Trust | 0.00% | 127 | $3K | New |
| BKR Baker Hughes Co. | 0.00% | 58 | $3K | New |
| COHR Coherent Corp. | 0.00% | 26 | $3K | New |
| SW Smurfit Westrock PLC | 0.00% | 65 | $3K | New |
| MDT Medtronic PLC | 0.00% | 29 | $3K | New |
| APD Air Products & Chemicals Inc. | 0.00% | 10 | $3K | New |
| CME Cme Group Inc. | 0.00% | 10 | $3K | Add +25.0% |
| XYZ Block Inc. | 0.00% | 37 | $3K | New |
| APO Apollo Global Management Inc. | 0.00% | 20 | $3K | New |
| FAST Fastenal Co. | 0.00% | 54 | $3K | New |
| EQH Equitable Holdings Inc. | 0.00% | 52 | $3K | New |
| PBH Prestige Consumer Healthcare | 0.00% | 42 | $3K | New |
| DLR Digital Realty Trust Inc. | 0.00% | 15 | $3K | New |
| IWO iShares Russell 2000 Growth | 0.00% | 8 | $3K | No change |
| CR Crane Co. | 0.00% | 14 | $3K | New |
| D Dominion Energy Inc. | 0.00% | 42 | $3K | New |
| EXP Eagle Materials Inc. | 0.00% | 11 | $3K | New |
| DV Doubleverify Holdings Inc. | 0.00% | 213 | $3K | New |
| RITM Rithm Capital Corp. | 0.00% | 224 | $3K | New |
| POOL Pool Corp. | 0.00% | 8 | $2K | New |
| LNC Lincoln National Corp. | 0.00% | 61 | $2K | New |
| RCUS Arcus Biosciences Inc. | 0.00% | 180 | $2K | New |
| PAG Penske Automotive Group Inc. | 0.00% | 14 | $2K | New |
| TNC Tennant Co. | 0.00% | 30 | $2K | New |
| WDAY Workday Inc. Class A | 0.00% | 10 | $2K | New |
| ZM Zoom Communications Inc. | 0.00% | 29 | $2K | New |
| GPK Graphic Packaging Holding Co. | 0.00% | 122 | $2K | New |
| FNB FNB Corp. | 0.00% | 147 | $2K | New |
| ARRY Array Technologies Inc. | 0.00% | 290 | $2K | New |
| FTNT Fortinet Inc. | 0.00% | 28 | $2K | New |
| CAKE The Cheesecake Factory Inc. | 0.00% | 43 | $2K | New |
| EQIX Equinix Inc. | 0.00% | 3 | $2K | New |
| CLF Cleveland-Cliffs Inc. | 0.00% | 192 | $2K | New |
| IDYA Ideaya Biosciences Inc. | 0.00% | 86 | $2K | New |
| TTWO Take-Two Interactive Softwre | 0.00% | 9 | $2K | New |
| PAYC Paycom Software Inc. | 0.00% | 11 | $2K | New |
| AFRM Affirm Holdings Inc. | 0.00% | 31 | $2K | New |
| REXR Rexford Industrial Realty Inc. | 0.00% | 55 | $2K | New |
| REGN Regeneron Pharmaceuticals | 0.00% | 4 | $2K | New |
| ADSK Autodesk Inc. | 0.00% | 7 | $2K | New |
| MRSH Marsh & McLennan Cos | 0.00% | 11 | $2K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 185 | $2K | New |
| INCY Incyte Corp. | 0.00% | 26 | $2K | New |
| XP XP Inc. Class A | 0.00% | 116 | $2K | New |
| GNRC Generac Holdings Inc. | 0.00% | 13 | $2K | New |
| INVH Invitation Homes Inc. | 0.00% | 74 | $2K | New |
| PAGS Pagseguro Digital Ltd. Class A | 0.00% | 217 | $2K | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 23 | $2K | No change |
| ALLE Allegion PLC | 0.00% | 12 | $2K | New |
| EXC Exelon Corp. | 0.00% | 47 | $2K | New |
| BCE Bce Inc. | 0.00% | 90 | $2K | New |
| UDR Udr Inc. | 0.00% | 56 | $2K | New |
| MQ Marqeta Inc. | 0.00% | 395 | $2K | New |
| EFX Equifax Inc. | 0.00% | 8 | $2K | New |
| CAH Cardinal Health Inc. | 0.00% | 13 | $2K | New |
| ITDC iShares Lifepath Target 2035 | 0.00% | 60 | $2K | No change |
| PII Polaris Inc. | 0.00% | 35 | $2K | New |
| TRI Thomson Reuters Corp. | 0.00% | 13 | $2K | New |
| CLDX Celldex Therapeutics Inc. | 0.00% | 78 | $2K | New |
| FLYW Flywire Corp.-Voting | 0.00% | 149 | $2K | New |
| KVUE Kenvue Inc. | 0.00% | 124 | $2K | New |
| CP Canadian Pacific Kansas City | 0.00% | 27 | $2K | New |
| DDOG Datadog Inc. Class A | 0.00% | 14 | $2K | New |
| EXR Extra Space Storage Inc. | 0.00% | 14 | $2K | New |
| BRO Brown & Brown Inc. | 0.00% | 21 | $2K | New |
| PRMB Primo Brands Corp. | 0.00% | 89 | $2K | New |
| SMCI Super Micro Computer Inc. | 0.00% | 41 | $2K | New |
| VRT Vertiv Holdings Co. Class A | 0.00% | 13 | $2K | New |
| NFG National Fuel Gas Co. | 0.00% | 21 | $2K | New |
| VICR Vicor Corp. | 0.00% | 39 | $2K | New |
| PSX Phillips 66 | 0.00% | 14 | $2K | New |
| CNS Cohen & Steers Inc. | 0.00% | 29 | $2K | New |
| AGIO Agios Pharmaceuticals Inc. | 0.00% | 47 | $2K | New |
| BDN Brandywine Realty Trust | 0.00% | 450 | $2K | New |
| BDX Becton Dickinson and Co. | 0.00% | 10 | $2K | New |
| JCI Johnson Controls Internation | 0.00% | 17 | $2K | New |
| RVMD Revolution Medicines Inc. | 0.00% | 40 | $2K | New |
| ARI Apollo Commercial Real Estat | 0.00% | 184 | $2K | New |
| FIS Fidelity National Info Serv | 0.00% | 28 | $2K | New |
| DELL Dell Technologies -C | 0.00% | 13 | $2K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 75 | $2K | New |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.00% | 25 | $2K | New |
| EIX Edison International | 0.00% | 33 | $2K | New |
| MAA Mid-America Apartment Comm | 0.00% | 13 | $2K | New |
| BHF Brighthouse Financial Inc. | 0.00% | 34 | $2K | New |
| BCPC Balchem Corp. | 0.00% | 12 | $2K | New |
| DLTR Dollar Tree Inc. | 0.00% | 19 | $2K | New |
| HST Host Hotels & Resorts Inc. | 0.00% | 105 | $2K | New |
| CL Colgate-Palmolive Co. | 0.00% | 22 | $2K | New |
| ARE Alexandria Real Estate Equit | 0.00% | 21 | $2K | New |
| PTEN Patterson-Uti Energy Inc. | 0.00% | 337 | $2K | New |
| CTBI Community Trust Bancorp Inc. | 0.00% | 31 | $2K | New |
| KDP Keurig Dr Pepper Inc. | 0.00% | 67 | $2K | New |
| ALB Albemarle Corp. | 0.00% | 21 | $2K | New |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 116 | $2K | New |
| ROKU Roku Inc. | 0.00% | 17 | $2K | New |
| LFCR Lifecore Biomedical Inc. | 0.00% | 230 | $2K | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 25 | $2K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 16 | $2K | New |
| PCG P G & E Corp. | 0.00% | 110 | $2K | New |
| PK Park Hotels & Resorts Inc. | 0.00% | 149 | $2K | New |
| EPC Edgewell Personal Care Co. | 0.00% | 80 | $2K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 21 | $2K | New |
| MSGS Madison Square Garden Sports | 0.00% | 7 | $2K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 18 | $2K | New |
| DTM DT Midstream Inc. | 0.00% | 14 | $2K | New |
| SCI Service Corp. International | 0.00% | 19 | $2K | New |
| EEFT Euronet Worldwide Inc. | 0.00% | 18 | $2K | New |
| HPQ HP Inc. | 0.00% | 58 | $2K | New |
| VST Vistra Corp. | 0.00% | 8 | $2K | New |
| OC Owens Corning | 0.00% | 11 | $2K | New |
| PODD Insulet Corp. | 0.00% | 5 | $2K | New |
| RGA Reinsurance Group of America | 0.00% | 8 | $2K | New |
| AKAM Akamai Technologies Inc. | 0.00% | 20 | $2K | New |
| DNLI Denali Therapeutics Inc. | 0.00% | 104 | $2K | New |
| NWSA News Corp. Class A | 0.00% | 49 | $2K | New |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 24 | $1K | New |
| CCC CCC Intelligent Solutions Ho | 0.00% | 161 | $1K | New |
| DT Dynatrace Inc. | 0.00% | 30 | $1K | New |
| AA Alcoa Corp. | 0.00% | 44 | $1K | New |
| HXL Hexcel Corp. | 0.00% | 23 | $1K | New |
| ESTC Elastic NV | 0.00% | 17 | $1K | New |
| CVS CVS Health Corp. | 0.00% | 19 | $1K | New |
| USNA Usana Health Sciences Inc. | 0.00% | 52 | $1K | New |
| ILMN Illumina Inc. | 0.00% | 15 | $1K | New |
| BAND Bandwidth Inc. Class A | 0.00% | 84 | $1K | New |
| FRPT Freshpet Inc. | 0.00% | 25 | $1K | New |
| ATO Atmos Energy Corp. | 0.00% | 8 | $1K | New |
| PRO Pros Holdings Inc. | 0.00% | 59 | $1K | New |
| ESAB Esab Corp. | 0.00% | 12 | $1K | New |
| IMVT Immunovant Inc. | 0.00% | 83 | $1K | New |
| MGM MGM Resorts International | 0.00% | 38 | $1K | New |
| RLJ RLJ Lodging Trust | 0.00% | 183 | $1K | New |
| PRK Park National Corp. | 0.00% | 8 | $1K | New |
| CNXC Concentrix Corp. | 0.00% | 28 | $1K | New |
| UVV Universal Corp. | 0.00% | 23 | $1K | New |
| KTB Kontoor Brands Inc. | 0.00% | 16 | $1K | New |
| STT State Street Corp. | 0.00% | 11 | $1K | New |
| SAM Boston Beer Company Inc. Class A | 0.00% | 6 | $1K | New |
| AI C3.AI Inc. Class A | 0.00% | 72 | $1K | New |
| MET Metlife Inc. | 0.00% | 15 | $1K | New |
| PSMT Pricesmart Inc. | 0.00% | 10 | $1K | New |
| ARW Arrow Electronics Inc. | 0.00% | 10 | $1K | New |
| BBUS JPMorgan Betabuilders US Equ | 0.00% | 10 | $1K | Add +25.0% |
| S Sentinelone Inc. Class A | 0.00% | 68 | $1K | New |
| DVA Davita Inc. | 0.00% | 9 | $1K | New |
| CFLT Confluent Inc. Class A | 0.00% | 60 | $1K | New |
| MGPI MGP Ingredients Inc. | 0.00% | 49 | $1K | New |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 26 | $1K | New |
| LH Labcorp Holdings Inc. | 0.00% | 4 | $1K | New |
| AROW Arrow Financial Corp. | 0.00% | 40 | $1K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 23 | $1K | New |
| TEAM Atlassian Corp. Class A | 0.00% | 7 | $1K | New |
| HRL Hormel Foods Corp. | 0.00% | 45 | $1K | New |
| CHTR Charter Communications Inc. Class A | 0.00% | 4 | $1K | New |
| OKE Oneok Inc. | 0.00% | 15 | $1K | New |
| HI Hillenbrand Inc. | 0.00% | 39 | $1K | New |
| EG Everest Group Ltd. | 0.00% | 3 | $1K | New |
| SO The Southern Co. | 0.00% | 11 | $1K | New |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.00% | 13 | $1K | New |
| LYB Lyondellbasell Indu Class A | 0.00% | 21 | $1K | New |
| HUN Huntsman Corp. | 0.00% | 112 | $1K | New |
| GEN Gen Digital Inc. | 0.00% | 35 | $994 | New |
| CBSH Commerce Bancshares Inc. | 0.00% | 16 | $957 | New |
| CXT Crane NXT Co. | 0.00% | 14 | $939 | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 7 | $927 | New |
| TR Tootsie Roll Inds | 0.00% | 22 | $923 | New |
| JAZZ Jazz Pharmaceuticals PLC | 0.00% | 7 | $923 | New |
| USFR Wisdomtree Floating Rate Tre | 0.00% | 18 | $905 | Reduce -95.3% |
| BWA Borgwarner Inc. | 0.00% | 20 | $880 | New |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 7 | $859 | New |
| IGF iShares Global Infrastructur | 0.00% | 14 | $856 | New |
| VTIP Vanguard Short-Term Tips | 0.00% | 16 | $811 | New |
| NLY Annaly Capital Management Inc. | 0.00% | 40 | $809 | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 16 | $802 | New |
| PDBC Invesco Optimum Yield Divers | 0.00% | 58 | $779 | New |
| XRN Chiron Real Estate Inc. filed as GLOBAL MED REIT INC | 0.00% | 23 | $776 | New |
| POWI Power Integrations Inc. | 0.00% | 18 | $724 | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 7 | $719 | New |
| KHC The Kraft Heinz Co. | 0.00% | 27 | $704 | New |
| FMX Fomento Economico Mex-SP ADR | 0.00% | 7 | $691 | New |
| TWO Two Harbors Investment Corp. filed as TWO HBRS INVT CORP | 0.00% | 69 | $682 | New |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.00% | 10 | $678 | Reduce -28.6% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 5 | $671 | New |
| OMC Omnicom Group | 0.00% | 8 | $653 | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 7 | $621 | New |
| ED Consolidated Edison Inc. | 0.00% | 6 | $604 | New |
| MTCH Match Group Inc. | 0.00% | 17 | $601 | New |
| SOLV Solventum Corp. | 0.00% | 8 | $584 | New |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 8 | $562 | Add +33.3% |
| MSM MSC Industrial Direct Co. Class A | 0.00% | 6 | $553 | New |
| IRDM Iridium Communications Inc. | 0.00% | 31 | $542 | New |
| VONV Vanguard Russell 1000 Value | 0.00% | 6 | $537 | New |
| GEHC GE Healthcare Technology | 0.00% | 7 | $526 | New |
| FLO Flowers Foods Inc. | 0.00% | 37 | $483 | New |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.00% | 4 | $467 | New |
| UGI Ugi Corp. | 0.00% | 14 | $466 | New |
| GIS General Mills Inc. | 0.00% | 9 | $454 | New |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 9 | $446 | No change |
| LBRDK Liberty Broadband-C | 0.00% | 7 | $445 | New |
| FTV Fortive Corp. | 0.00% | 9 | $441 | New |
| VLTO Veralto Corp. | 0.00% | 4 | $427 | New |
| VTRS Viatris Inc. | 0.00% | 43 | $426 | New |
| K Kellanova | 0.00% | 5 | $411 | New |
| GNL Global Net Lease Inc. | 0.00% | 48 | $391 | New |
| ENOV Enovis Corp. | 0.00% | 12 | $365 | New |
| DXC DXC Technology Co. | 0.00% | 26 | $355 | New |
| OGS One Gas Inc. | 0.00% | 4 | $324 | New |
| CPB The Campbell's Company | 0.00% | 10 | $316 | New |
| PPLI People Inc. filed as IAC INC | 0.00% | 8 | $273 | New |
| PHIN Phinia Inc. | 0.00% | 4 | $230 | New |
| BND Vanguard Total Bond Market | 0.00% | 3 | $224 | No change |
| LLYVK Liberty Media Corp.-Liberty-C | 0.00% | 2 | $194 | New |
| BBHY JPMorgan Betabuilders Usd Hi | 0.00% | 4 | $188 | Add +33.3% |
| SPHR Sphere Entertainment Co. | 0.00% | 3 | $187 | New |
| CRI Carter's Inc. | 0.00% | 6 | $170 | New |
| EWC iShares MSCI Canada ETF | 0.00% | 3 | $152 | No change |
| JIG JPMorgan International Growt | 0.00% | 2 | $151 | New |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 2 | $151 | New |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 2 | $133 | No change |
| RAL Ralliant Corp. | 0.00% | 3 | $132 | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 4 | $116 | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 0.00% | 1 | $95 | New |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 3 | $89 | No change |
| VNT Vontier Corp. | 0.00% | 2 | $84 | New |
| SPMB SS SPDR P Mort Back Bond ETF | 0.00% | 3 | $68 | Reduce -40.0% |
| ANGI Angi Inc. | 0.00% | 4 | $66 | New |
| LBRDA Liberty Broadband-A | 0.00% | 1 | $64 | New |
| GRAL Grail Inc. | 0.00% | 1 | $60 | New |
| SOUN Soundhound AI Inc. Class A | 0.00% | 3 | $43 | No change |
| GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC | 0.00% | 1 | $38 | New |
| ZIMV Zimvie Inc. | 0.00% | 2 | $38 | New |
| EMBC Embecta Corp. | 0.00% | 1 | $15 | New |