| SCHB Schwab US Broad Market ETF | 20.33% | 7,041,153 | $176.7M | Add +0.5% |
| VGIT Vanguard Intermediate-Term T | 8.11% | 1,183,781 | $70.5M | Add +5.9% |
| VEA Vanguard Ftse Developed ETF | 5.98% | 811,831 | $52.0M | Reduce -0.3% |
| VCIT Vanguard Int-Term Corporate | 5.89% | 618,693 | $51.2M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 3.10% | 498,618 | $26.9M | Add +3.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.06% | 78,769 | $26.6M | Reduce -4.1% |
| ESGV Vanguard ESG US Stock ETF | 2.94% | 227,855 | $25.6M | Add +5.3% |
| GLW Corning Inc. | 2.15% | 137,683 | $18.7M | Add +1.8% |
| MSFT Microsoft Corp. | 2.03% | 47,695 | $17.7M | Add +5.9% |
| VSGX Vanguard ESG Intl Stock ETF | 2.03% | 245,569 | $17.6M | Add +4.7% |
| SCHF Schwab Intl Equity ETF | 1.77% | 621,811 | $15.4M | Reduce -0.2% |
| VCEB Vanguard ESG US Corp. Bond | 1.53% | 211,926 | $13.3M | Add +11.6% |
| STX Seagate Technology Holdings | 1.50% | 33,263 | $13.0M | Reduce -7.3% |
| AAPL Apple Inc. | 1.46% | 49,952 | $12.7M | Add +5.5% |
| SCHW Schwab (charles) Corp. | 1.37% | 126,584 | $11.9M | Add +5.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.33% | 231,247 | $11.5M | Add +68.9% |
| COST Costco Wholesale Corp. | 1.27% | 11,047 | $11.0M | Add +7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 19,572 | $9.4M | Add +11.3% |
| GOOGL Alphabet Inc. Class A | 1.07% | 32,411 | $9.3M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.92% | 28,012 | $8.0M | Add +11.5% |
| MRK Merck & Co. Inc. | 0.82% | 58,928 | $7.1M | Add +0.6% |
| V Visa Inc. Class A | 0.76% | 21,757 | $6.6M | Add +6.1% |
| CB Chubb Ltd. | 0.73% | 19,343 | $6.3M | Add +3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.72% | 25,769 | $6.2M | Add +7.7% |
| TRMK Trustmark Corp. | 0.68% | 139,397 | $5.9M | No change |
| AMZN Amazon.com Inc. | 0.67% | 27,804 | $5.8M | Add +3.4% |
| IWD iShares Russell 1000 Value E | 0.63% | 25,698 | $5.5M | Add +0.1% |
| CAT Caterpillar Inc. | 0.62% | 7,586 | $5.4M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.61% | 17,978 | $5.3M | Add +18.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 16,211 | $5.2M | Add +5.9% |
| XOM Exxon Mobil Corp. | 0.56% | 28,715 | $4.9M | Add +9.0% |
| NI Nisource Inc. | 0.54% | 100,942 | $4.7M | Add +1.6% |
| AVGO Broadcom Inc. | 0.52% | 14,612 | $4.5M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.52% | 58,097 | $4.5M | Add +19.0% |
| MDT Medtronic PLC | 0.50% | 50,286 | $4.4M | Add +8.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.48% | 81,467 | $4.2M | Add +4.8% |
| AMGN Amgen Inc. | 0.45% | 11,185 | $3.9M | Add +1.3% |
| JNJ Johnson & Johnson | 0.45% | 15,840 | $3.9M | Add +14.6% |
| GLD SPDR Gold Shares | 0.43% | 8,717 | $3.8M | No change |
| VLO Valero Energy Corp. | 0.41% | 14,295 | $3.5M | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.40% | 45,566 | $3.5M | Add +19.7% |
| ABBV Abbvie Inc. | 0.39% | 15,698 | $3.4M | Reduce -2.0% |
| HON Honeywell International Inc. | 0.39% | 15,050 | $3.4M | Reduce -1.7% |
| BA The Boeing Co. | 0.39% | 16,982 | $3.4M | Add +8.0% |
| LLY Eli Lilly & Co. | 0.39% | 3,665 | $3.4M | Reduce -1.6% |
| MUNI PIMCO Intermediate Municipal | 0.38% | 64,059 | $3.3M | Add +12.1% |
| PG The Procter & Gamble Co. | 0.36% | 21,565 | $3.1M | Add +12.2% |
| WMT Walmart Inc. | 0.33% | 23,114 | $2.9M | Add +80.8% |
| TSLA Tesla Inc. | 0.33% | 7,720 | $2.9M | Add +6076.0% |
| ABT Abbott Laboratories | 0.30% | 25,393 | $2.6M | Add +22.8% |
| YUMC Yum China Holdings Inc. | 0.29% | 52,034 | $2.5M | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.28% | 5,298 | $2.4M | Add +7.6% |
| IQV Iqvia Holdings Inc. | 0.28% | 14,109 | $2.4M | Add +13.2% |
| GDX Vaneck Gold Miners ETF | 0.28% | 26,144 | $2.4M | No change |
| EMR Emerson Electric Co. | 0.27% | 18,211 | $2.4M | Add +82.3% |
| IOT Samsara Inc. Class A | 0.27% | 74,157 | $2.4M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 3,597 | $2.3M | Add +20.8% |
| XYL Xylem Inc. | 0.26% | 18,826 | $2.3M | Add +32.2% |
| ATR Aptargroup Inc. | 0.26% | 17,632 | $2.2M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 3 | $2.2M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 4,894 | $2.1M | Add +2.6% |
| WM Waste Management Inc. | 0.24% | 9,055 | $2.1M | Add +283.9% |
| VOO Vanguard S&P 500 ETF | 0.24% | 3,466 | $2.1M | Add +0.3% |
| FSLR First Solar Inc. | 0.24% | 10,482 | $2.1M | Add +6.2% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 7,072 | $2.0M | Add +43.2% |
| DUK Duke Energy Corp. | 0.23% | 14,995 | $2.0M | Add +17.9% |
| ROP Roper Technologies Inc. | 0.21% | 5,106 | $1.8M | Reduce -13.8% |
| MCK McKesson Corp. | 0.20% | 1,984 | $1.7M | Reduce -10.2% |
| PCOR Procore Technologies Inc. | 0.20% | 30,096 | $1.7M | Reduce -2.4% |
| NVDA Nvidia Corp. | 0.19% | 9,683 | $1.7M | Add +27.7% |
| NCLH Norwegian Cruise Line Holdin | 0.19% | 87,904 | $1.6M | Reduce -3.3% |
| PFE Pfizer Inc. | 0.19% | 58,337 | $1.6M | Reduce -54.9% |
| TD Toronto-Dominion Bank | 0.19% | 17,356 | $1.6M | Add +155.5% |
| NSC Norfolk Southern Corp. | 0.19% | 5,616 | $1.6M | Add +229.8% |
| MKSI MKS Inc. | 0.18% | 6,853 | $1.6M | Add +14.1% |
| MCD McDonald's Corp. | 0.17% | 4,681 | $1.5M | Reduce -5.3% |
| DOV Dover Corp. | 0.16% | 6,841 | $1.4M | No change |
| CVX Chevron Corp. | 0.16% | 6,674 | $1.4M | Add +11.0% |
| AMKR Amkor Technology Inc. | 0.16% | 30,069 | $1.4M | Reduce -1.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.16% | 25,461 | $1.4M | No change |
| VZ Verizon Communications Inc. | 0.15% | 26,270 | $1.3M | Add +25.2% |
| AMT American Tower Corp. | 0.15% | 7,614 | $1.3M | New |
| TRV The Travelers Cos Inc. | 0.14% | 4,237 | $1.2M | Reduce -1.5% |
| FDX FedEx Corp. | 0.14% | 3,372 | $1.2M | Reduce -4.5% |
| AXP American Express Co. | 0.14% | 3,931 | $1.2M | Reduce -1.7% |
| AZN Astrazeneca PLC | 0.14% | 6,009 | $1.2M | Reduce -3.1% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 19,527 | $1.2M | Add +5.2% |
| CHE Chemed Corp. | 0.13% | 3,097 | $1.2M | Reduce -1.3% |
| SONY Sony Group Corp. - SP ADR | 0.13% | 55,410 | $1.1M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.13% | 7,328 | $1.1M | Add +6.9% |
| IAU iShares Gold Trust | 0.13% | 12,656 | $1.1M | Reduce -1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 11,489 | $1.1M | Reduce -23.6% |
| DE Deere & Co. | 0.12% | 1,883 | $1.1M | Reduce -3.7% |
| CSX CSX Corp. | 0.12% | 25,452 | $1.0M | Add +211.5% |
| NEE Nextera Energy Inc. | 0.11% | 10,111 | $939K | Add +34.3% |
| GEV GE Vernova Inc. | 0.11% | 1,058 | $924K | Add +0.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 4,412 | $912K | Add +5.7% |
| COP Conocophillips | 0.10% | 6,882 | $908K | Reduce -6.0% |
| BEPC Brookfield Renewable Cor-A | 0.10% | 22,148 | $882K | Add +10.8% |
| INTC Intel Corp. | 0.10% | 19,696 | $869K | Add +6.7% |
| HD Home Depot Inc. | 0.10% | 2,605 | $857K | Reduce -1.3% |
| EWBC East West Bancorp Inc. | 0.10% | 7,867 | $840K | Reduce -1.0% |
| APD Air Products & Chemicals Inc. | 0.10% | 2,870 | $834K | Add +108.3% |
| GNRC Generac Holdings Inc. | 0.09% | 4,062 | $793K | Add +10.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 4,778 | $763K | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 3,517 | $756K | Reduce -0.3% |
| TIP iShares Tips Bond ETF | 0.09% | 6,774 | $748K | Add +146.5% |
| BND Vanguard Total Bond Market | 0.08% | 10,014 | $737K | Add +86.8% |
| ETN Eaton Corp. PLC | 0.08% | 2,027 | $725K | Reduce -3.2% |
| CATH Global X S&P 500 Ca Val ETF | 0.08% | 9,179 | $717K | Add +16.5% |
| LNT Alliant Energy Corp. | 0.08% | 9,806 | $704K | Reduce -0.7% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 4,528 | $692K | Add +624.5% |
| UL Unilever PLC | 0.08% | 11,809 | $673K | Add +130.2% |
| MPC Marathon Petroleum Corp. | 0.08% | 2,743 | $670K | Add +7.2% |
| DGRO iShares Core Dividend Growth | 0.08% | 9,507 | $667K | Reduce -7.4% |
| CL Colgate-Palmolive Co. | 0.08% | 7,809 | $666K | Add +18.0% |
| XLK SS Technology Select Sector | 0.08% | 5,012 | $666K | No change |
| TT Trane Technologies PLC | 0.07% | 1,537 | $641K | No change |
| KRC Kilroy Realty Corp. | 0.07% | 20,918 | $590K | Reduce -77.3% |
| ALL Allstate Corp. | 0.07% | 2,751 | $570K | Add +35.2% |
| CME Cme Group Inc. | 0.06% | 1,880 | $555K | No change |
| VYM Vanguard High DVD Yield ETF | 0.06% | 3,456 | $512K | Reduce -2.5% |
| CBRE CBRE Group Inc. Class A | 0.06% | 3,628 | $491K | Reduce -0.9% |
| ADP Automatic Data Processing | 0.06% | 2,354 | $478K | No change |
| RTX RTX Corp. | 0.05% | 2,422 | $467K | Add +0.6% |
| BDX Becton Dickinson and Co. | 0.05% | 2,913 | $458K | No change |
| UNP Union Pacific Corp. | 0.05% | 1,863 | $452K | Reduce -0.6% |
| VT Vanguard Tot World STK ETF | 0.05% | 3,268 | $452K | Add +5.0% |
| CMTV Community Bancorp Inc. | 0.05% | 14,322 | $445K | New |
| CBU Community Financial System I | 0.05% | 7,569 | $444K | Reduce -1.4% |
| STT State Street Corp. | 0.05% | 3,480 | $440K | No change |
| INGR Ingredion Inc. | 0.05% | 3,858 | $435K | Reduce -6.1% |
| PSX Phillips 66 | 0.05% | 2,384 | $434K | Reduce -9.3% |
| AGG iShares Core U.S. Aggregate | 0.05% | 4,355 | $432K | Add +4.8% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 873 | $429K | Reduce -5.4% |
| WEC WEC Energy Group Inc. | 0.05% | 3,659 | $424K | Reduce -2.2% |
| BN Brookfield Corp. | 0.05% | 10,426 | $422K | No change |
| MDLZ Mondelez International Inc. Class A | 0.05% | 7,165 | $413K | Reduce -4.7% |
| IEMG iShares Core MSCI Emerging | 0.05% | 5,910 | $412K | Add +11.3% |
| QRVO Qorvo Inc. | 0.05% | 5,302 | $410K | Reduce -16.3% |
| OKE Oneok Inc. | 0.05% | 4,529 | $409K | Reduce -4.5% |
| PH Parker Hannifin Corp. | 0.05% | 457 | $409K | Reduce -6.0% |
| SRE Sempra | 0.05% | 4,209 | $409K | Add +0.7% |
| IMO Imperial Oil Ltd. | 0.05% | 3,026 | $396K | Reduce -7.2% |
| SO The Southern Co. | 0.05% | 4,061 | $392K | No change |
| BLK BlackRock Finance Inc. | 0.04% | 399 | $384K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 3,995 | $382K | No change |
| T AT&T Inc. | 0.04% | 12,935 | $375K | Add +10.3% |
| PNC PNC Financial Services Group | 0.04% | 1,751 | $364K | Reduce -3.0% |
| IBB iShares Biotechnology ETF | 0.04% | 2,117 | $357K | Reduce -3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,760 | $345K | Reduce -0.8% |
| ITGR Integer Holdings Corp. | 0.04% | 3,784 | $333K | No change |
| GILD Gilead Sciences Inc. | 0.04% | 2,344 | $327K | Add +4.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 6,774 | $325K | Add +23.5% |
| TXN Texas Instruments Inc. | 0.04% | 1,660 | $322K | No change |
| MMM 3M Co. | 0.04% | 2,202 | $320K | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,284 | $318K | Add +47.8% |
| GS Goldman Sachs Group Inc. | 0.04% | 375 | $317K | Reduce -1.6% |
| VHT Vanguard Health Care ETF | 0.04% | 1,149 | $313K | Reduce -14.8% |
| CEFA Global X S&P Cath Val Devel | 0.04% | 8,314 | $307K | Add +14.1% |
| SBUX Starbucks Corp. | 0.04% | 3,422 | $307K | No change |
| AMAT Applied Materials Inc. | 0.03% | 879 | $300K | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 0.03% | 1,254 | $296K | Reduce -0.6% |
| PWR Quanta Services Inc. | 0.03% | 539 | $296K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 4,370 | $295K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.03% | 220 | $291K | No change |
| WELL Welltower Inc. | 0.03% | 1,404 | $278K | Reduce -6.4% |
| MA Mastercard Inc. Class A | 0.03% | 553 | $276K | Reduce -11.8% |
| STE Steris PLC | 0.03% | 1,157 | $256K | No change |
| SHEL Shell PLC-ADR | 0.03% | 2,728 | $254K | Reduce -13.9% |
| UNM Unum Group | 0.03% | 3,480 | $254K | No change |
| ZTS Zoetis Inc. | 0.03% | 2,126 | $251K | Add +9.6% |
| EFA iShares MSCI Eafe ETF | 0.03% | 2,560 | $249K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 554 | $247K | No change |
| GEN Gen Digital Inc. | 0.03% | 12,949 | $244K | Reduce -5.4% |
| ORCL Oracle Corp. | 0.03% | 1,612 | $237K | Reduce -5.4% |
| NFLX Netflix Inc. | 0.03% | 2,454 | $236K | Reduce -5.8% |
| SXI Standex International Corp. | 0.03% | 926 | $236K | No change |
| ALRS Alerus Financial Corp. | 0.03% | 9,844 | $233K | No change |
| FTNT Fortinet Inc. | 0.03% | 2,825 | $231K | No change |
| ITW Illinois Tool Works | 0.03% | 889 | $231K | Reduce -10.1% |
| THO Thor Industries Inc. | 0.03% | 2,839 | $227K | Add +20.6% |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.03% | 3,466 | $227K | New |
| CI The Cigna Group | 0.03% | 838 | $224K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 4,563 | $222K | Reduce -5.2% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 1,773 | $220K | Reduce -23.4% |
| NTES Netease Inc.-ADR | 0.03% | 1,963 | $220K | No change |
| MSI Motorola Solutions Inc. | 0.03% | 501 | $217K | No change |
| SYF Synchrony Financial | 0.02% | 3,127 | $213K | Reduce -1.8% |
| ROK Rockwell Automation Inc. | 0.02% | 590 | $212K | Reduce -2.0% |
| VGSH Vanguard Short-Term Treasury | 0.02% | 3,604 | $211K | No change |
| RDY Dr. Reddy's Laboratories-ADR | 0.02% | 15,161 | $210K | No change |
| IVV iShares Core S&P 500 ETF | 0.02% | 322 | $210K | Add +18.4% |
| PGR Progressive Corp. | 0.02% | 1,033 | $205K | No change |
| IGV iShares Expanded Tech-Softwa | 0.02% | 2,540 | $203K | No change |
| DLR Digital Realty Trust Inc. | 0.02% | 1,090 | $196K | Reduce -5.5% |
| MAR Marriott International Class A | 0.02% | 600 | $196K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,337 | $195K | Add +0.5% |
| AMP Ameriprise Financial Inc. | 0.02% | 433 | $192K | No change |
| VXUS Vanguard Total Intl Stock | 0.02% | 2,491 | $192K | No change |
| BR Broadridge Financial Solutio | 0.02% | 1,150 | $187K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 5,000 | $184K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 317 | $181K | Reduce -16.8% |
| HSY The Hershey Co. | 0.02% | 863 | $179K | No change |
| LH Labcorp Holdings Inc. | 0.02% | 672 | $179K | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 6,199 | $178K | Reduce -0.6% |
| FITB Fifth Third Bancorp | 0.02% | 3,732 | $173K | New |
| DVY iShares Select Dividend ETF | 0.02% | 1,127 | $171K | No change |
| HUM Humana Inc. | 0.02% | 982 | $170K | Reduce -0.3% |
| WTS Watts Water Technologies-A | 0.02% | 573 | $166K | No change |
| VTR Ventas Inc. | 0.02% | 2,023 | $165K | Reduce -3.9% |
| VITL Vital Farms Inc. | 0.02% | 11,611 | $164K | Add +35.8% |
| UNH Unitedhealth Group Inc. | 0.02% | 601 | $163K | Reduce -11.8% |
| WFC Wells Fargo & Co. | 0.02% | 2,035 | $162K | No change |
| MS Morgan Stanley | 0.02% | 975 | $160K | Add +10.8% |
| WY Weyerhaeuser Co. | 0.02% | 6,544 | $160K | Reduce -25.1% |
| KLAC KLA Corp. | 0.02% | 106 | $156K | No change |
| IBD Inspire Corporate Bond ETF | 0.02% | 6,435 | $154K | Reduce -1.5% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.02% | 1,504 | $153K | No change |
| KMB Kimberly-Clark Corp. | 0.02% | 1,573 | $152K | Reduce -1.4% |
| VTIP Vanguard Short-Term Tips | 0.02% | 3,038 | $152K | No change |
| VGT Vanguard Info Tech ETF | 0.02% | 218 | $152K | No change |
| VNQ Vanguard Real Estate ETF | 0.02% | 1,710 | $152K | Reduce -3.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.02% | 1,481 | $150K | Add +0.5% |
| NATL NCR Atleos Corp. | 0.02% | 3,406 | $148K | Add +19.3% |
| COF Capital One Financial Corp. | 0.02% | 795 | $145K | Reduce -9.3% |
| C Citigroup Inc. | 0.02% | 1,268 | $144K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.02% | 2,380 | $141K | Reduce -5.1% |
| GILT Gilat Satellite Networks Ltd. | 0.02% | 9,404 | $141K | Add +140.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 240 | $139K | No change |
| NOW ServiceNow Inc. | 0.02% | 1,320 | $138K | Reduce -11.1% |
| TRI Thomson Reuters Corp. | 0.02% | 1,533 | $138K | Add +86.3% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.02% | 1,000 | $135K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 2,424 | $129K | No change |
| MCHP Microchip Technology Inc. | 0.01% | 2,000 | $129K | No change |
| WTRG Essential Utilities Inc. | 0.01% | 3,142 | $127K | No change |
| SKYY First Trust Cloud Computing | 0.01% | 1,141 | $125K | No change |
| PPG PPG Industries Inc. | 0.01% | 1,157 | $124K | No change |
| WPC WP Carey Inc. | 0.01% | 1,810 | $123K | No change |
| CARR Carrier Global Corp. | 0.01% | 2,147 | $121K | Reduce -6.5% |
| HPE Hewlett Packard Enterprise | 0.01% | 5,090 | $121K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 1,074 | $120K | No change |
| RSG Republic Services Inc. | 0.01% | 537 | $118K | No change |
| AMD Advanced Micro Devices | 0.01% | 575 | $117K | Reduce -17.9% |
| WAT Waters Corp. | 0.01% | 392 | $117K | New |
| XEL Xcel Energy Inc. | 0.01% | 1,459 | $116K | Reduce -5.8% |
| CP Canadian Pacific Kansas City | 0.01% | 1,443 | $114K | Reduce -1.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 1,254 | $114K | Add +104.2% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.01% | 2,626 | $114K | Add +4.5% |
| FMB First Trust Managed Municipa | 0.01% | 2,233 | $113K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.01% | 902 | $113K | No change |
| ED Consolidated Edison Inc. | 0.01% | 985 | $111K | No change |
| XLF SS Financial Select Sector | 0.01% | 2,238 | $110K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 1,710 | $107K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 339 | $106K | No change |
| HPQ HP Inc. | 0.01% | 5,460 | $105K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 818 | $104K | No change |
| RING iShares MSCI Global Gold Min | 0.01% | 1,289 | $102K | No change |
| NOC Northrop Grumman Corp. | 0.01% | 143 | $98K | No change |
| CRM Salesforce Inc. | 0.01% | 523 | $98K | Reduce -15.0% |
| VFH Vanguard Financials ETF | 0.01% | 808 | $98K | No change |
| IWF iShares Russell 1000 Growth | 0.01% | 227 | $97K | No change |
| PANW Palo Alto Networks Inc. | 0.01% | 604 | $97K | Reduce -23.7% |
| BIIB Biogen Inc. | 0.01% | 525 | $96K | No change |
| IAGG iShares Intl Aggregate Bond | 0.01% | 1,917 | $96K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.01% | 2,005 | $95K | Reduce -28.9% |
| VRSK Verisk Analytics Inc. | 0.01% | 500 | $95K | No change |
| L Loews Corp. | 0.01% | 878 | $94K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 788 | $93K | Reduce -13.3% |
| USXF iShares ESG Advance MSCI USA | 0.01% | 1,690 | $93K | Reduce -3.8% |
| AMX America Movil Sab DE CV | 0.01% | 3,600 | $92K | No change |
| Q Qnity Electronics Inc. | 0.01% | 797 | $92K | Reduce -45.8% |
| GSK GSK PLC-Spon ADR | 0.01% | 1,640 | $91K | No change |
| SWKS Skyworks Solutions Inc. | 0.01% | 1,697 | $91K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 1,912 | $87K | No change |
| SPGI S&P Global Inc. | 0.01% | 204 | $87K | No change |
| EPI Wisdomtree India Earnings | 0.01% | 2,119 | $86K | Reduce -20.5% |
| NXT Nextpower Inc. | 0.01% | 704 | $85K | New |
| EEM iShares MSCI Emerging Market | 0.01% | 1,453 | $83K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 136 | $82K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 270 | $82K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 628 | $80K | No change |
| YUM Yum! Brands Inc. | 0.01% | 499 | $78K | Reduce -11.5% |
| EOSE Eos Energy Enterprises Inc. | 0.01% | 15,500 | $77K | New |
| PIO Invesco Global Water ETF | 0.01% | 1,764 | $77K | No change |
| SYY Sysco Corp. | 0.01% | 1,076 | $77K | Reduce -10.9% |
| VSAT Viasat Inc. | 0.01% | 1,681 | $77K | Reduce -23.3% |
| EPD Enterprise Products Partners | 0.01% | 2,010 | $76K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 413 | $76K | No change |
| PM Philip Morris International | 0.01% | 452 | $75K | No change |
| PLD Prologis Inc. | 0.01% | 565 | $75K | No change |
| APH Amphenol Corp. Class A | 0.01% | 580 | $73K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 250 | $72K | Reduce -2.0% |
| DD Dupont DE Nemours Inc. | 0.01% | 1,549 | $71K | Reduce -11.8% |
| TRP TC Energy Corp. | 0.01% | 1,130 | $71K | No change |
| ASTE Astec Industries Inc. | 0.01% | 1,300 | $70K | No change |
| HWM Howmet Aerospace Inc. | 0.01% | 303 | $70K | Reduce -1.9% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.01% | 1,531 | $70K | No change |
| BAM Brookfield Asset Mgmt-A | 0.01% | 1,548 | $69K | Add +19.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.01% | 762 | $69K | No change |
| HOLX Hologic Inc. | 0.01% | 900 | $68K | No change |
| DGS Wisdomtree Em Small Cap | 0.01% | 1,138 | $68K | Add +0.1% |
| EFX Equifax Inc. | 0.01% | 373 | $67K | No change |
| DELL Dell Technologies -C | 0.01% | 401 | $66K | No change |
| PHG Koninklijke Philips NVR- NY | 0.01% | 2,424 | $66K | No change |
| SCHV Schwab US Large-Cap Value | 0.01% | 2,175 | $66K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 783 | $65K | Reduce -3.2% |
| OTIS Otis Worldwide Corp. | 0.01% | 847 | $65K | Reduce -15.1% |
| UDR Udr Inc. | 0.01% | 1,918 | $65K | Add +108.9% |
| DFJ Wisdomtree JPN S/C DVD Fund | 0.01% | 620 | $63K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 787 | $62K | Reduce -18.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 238 | $62K | No change |
| CINF Cincinnati Financial Corp. | 0.01% | 390 | $61K | Reduce -15.2% |
| KVUE Kenvue Inc. | 0.01% | 3,564 | $61K | Add +63.3% |
| SDZNY Sandoz Group AG-ADR | 0.01% | 780 | $61K | New |
| SCHD Schwab US DVD Equity ETF | 0.01% | 2,001 | $61K | Add +35.7% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.01% | 782 | $59K | Add +1.7% |
| MRVL Marvell Technology Inc. | 0.01% | 600 | $59K | New |
| FTCS First Trust Capital Strength | 0.01% | 629 | $58K | No change |
| ICE Intercontinental Exchange Inc. | 0.01% | 367 | $58K | No change |
| LNWO Light & Wonder Inc. | 0.01% | 700 | $58K | New |
| TPR Tapestry Inc. | 0.01% | 400 | $56K | New |
| AEP American Electric Power | 0.01% | 420 | $55K | New |
| USB US Bancorp | 0.01% | 1,050 | $55K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 707 | $54K | New |
| VMC Vulcan Materials Co. | 0.01% | 200 | $54K | New |
| TSEM Tower Semiconductor Ltd. | 0.01% | 300 | $53K | New |
| CTVA Corteva Inc. | 0.01% | 618 | $52K | Add +0.7% |
| SU Suncor Energy Inc. | 0.01% | 789 | $52K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 690 | $52K | Add +263.2% |
| BP BP PLC-Spons ADR | 0.01% | 1,058 | $50K | New |
| FHLC Fidelity MSCI Health Care | 0.01% | 711 | $50K | No change |
| TGT Target Corp. | 0.01% | 410 | $50K | Add +13.9% |
| XRAY Dentsply Sirona Inc. | 0.01% | 4,200 | $49K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 654 | $49K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 475 | $49K | No change |
| SYK Stryker Corp. | 0.01% | 145 | $48K | Reduce -42.0% |
| CVS CVS Health Corp. | 0.01% | 653 | $47K | No change |
| CAAS China Automotive Systems Inc. | 0.01% | 11,100 | $47K | No change |
| GEHC GE Healthcare Technology | 0.01% | 663 | $47K | Reduce -33.0% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 236 | $45K | Reduce -7.8% |
| XVV iShares ESG Select Screened | 0.01% | 919 | $45K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 1,608 | $45K | New |
| ITB iShares U.S. Home Constructi | 0.01% | 485 | $44K | No change |
| ITA iShares U.S. Aerospace & Def | 0.01% | 201 | $44K | Add +310.2% |
| ALCO Alico Inc. | 0.00% | 1,035 | $43K | New |
| EBAY eBay Inc. | 0.00% | 475 | $43K | No change |
| HAL Halliburton Co. | 0.00% | 1,100 | $43K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 365 | $43K | No change |
| MDY State Street SPDR S&P Midcap | 0.00% | 69 | $43K | Reduce -69.3% |
| NET Cloudflare Inc. Class A | 0.00% | 200 | $41K | New |
| CHTR Charter Communications Inc. Class A | 0.00% | 184 | $40K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 396 | $40K | No change |
| CHH Choice Hotels Intl Inc. | 0.00% | 374 | $39K | New |
| J Jacobs Solutions Inc. | 0.00% | 303 | $39K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 386 | $39K | No change |
| INTU Intuit Inc. | 0.00% | 87 | $38K | Add +222.2% |
| ELV Elevance Health Inc. | 0.00% | 127 | $37K | Reduce -12.4% |
| KN Knowles Corp. | 0.00% | 1,430 | $37K | No change |
| XLB SS Materials Select Sector | 0.00% | 732 | $37K | No change |
| XLV SS Health Care Select Sector | 0.00% | 251 | $37K | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.00% | 452 | $37K | No change |
| FUTY Fidelity MSCI US Utilities | 0.00% | 613 | $36K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 454 | $36K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 206 | $36K | No change |
| SON Sonoco Products Co. | 0.00% | 669 | $36K | No change |
| CEG Constellation Energy | 0.00% | 126 | $35K | No change |
| MELI MercadoLibre Inc. | 0.00% | 20 | $35K | New |
| LNG Cheniere Energy Inc. | 0.00% | 120 | $34K | No change |
| CGW Invesco S&P Global Water Ind | 0.00% | 534 | $34K | No change |
| SOLS Solstice Adv Materials Inc. | 0.00% | 446 | $34K | Reduce -44.9% |
| URI United Rentals Inc. | 0.00% | 47 | $34K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 362 | $33K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 779 | $32K | No change |
| KKR KKR & Co. Inc. | 0.00% | 330 | $31K | Add +83.3% |
| SYM Symbotic Inc. | 0.00% | 576 | $31K | No change |
| ACN Accenture PLC Class A | 0.00% | 154 | $31K | Reduce -52.3% |
| XLY SS Consumer Disc Select Sect | 0.00% | 272 | $30K | No change |
| VOX Vanguard Communication Servi | 0.00% | 166 | $30K | No change |
| ADI Analog Devices Inc. | 0.00% | 92 | $29K | No change |
| IWN iShares Russell 2000 Value E | 0.00% | 151 | $29K | No change |
| TY Tri-Continental Corp. | 0.00% | 929 | $29K | New |
| ALLE Allegion PLC | 0.00% | 200 | $29K | No change |
| ATO Atmos Energy Corp. | 0.00% | 150 | $28K | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 400 | $28K | No change |
| ADBE Adobe Inc. | 0.00% | 112 | $27K | Reduce -28.2% |
| AWK American Water Works Co. Inc. | 0.00% | 200 | $27K | No change |
| PAVE Global X US Infrastructure | 0.00% | 537 | $27K | No change |
| GPC Genuine Parts Co. | 0.00% | 250 | $26K | Reduce -23.1% |
| EW Edwards Lifesciences Corp. | 0.00% | 312 | $25K | New |
| RBLX Roblox Corp. Class A | 0.00% | 450 | $25K | New |
| SHOP Shopify Inc. Class A | 0.00% | 214 | $25K | Add +52.9% |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 1,658 | $25K | Add +52.4% |
| COR Cencora Inc. | 0.00% | 77 | $24K | Reduce -26.0% |
| GIS General Mills Inc. | 0.00% | 644 | $24K | No change |
| LIN Linde PLC | 0.00% | 48 | $24K | Reduce -61.0% |
| DAL Delta Air Lines Inc. | 0.00% | 340 | $23K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 70 | $23K | New |
| VYX NCR Voyix Corp. | 0.00% | 3,610 | $23K | Reduce -8.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 510 | $23K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 234 | $23K | No change |
| HDV iShares Core High Dividend E | 0.00% | 164 | $22K | No change |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.00% | 495 | $22K | No change |
| TKO Tko Group Holdings Inc. | 0.00% | 107 | $22K | No change |
| WHR Whirlpool Corp. | 0.00% | 400 | $22K | Reduce -33.3% |
| ANET Arista Networks Inc. | 0.00% | 170 | $21K | New |
| BKNG Booking Holdings Inc. | 0.00% | 5 | $21K | No change |
| DHI D.R. Horton Inc. | 0.00% | 150 | $21K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 329 | $21K | No change |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.00% | 418 | $21K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 475 | $21K | Reduce -13.9% |
| XLI SS Industrial Select Sector | 0.00% | 129 | $21K | No change |
| PWB Invesco Large Cap Growth ETF | 0.00% | 158 | $20K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 353 | $20K | No change |
| LCTU iShares U.S. Carbon Transiti | 0.00% | 266 | $19K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 226 | $19K | No change |
| TDC Teradata Corp. | 0.00% | 750 | $19K | New |
| STZ Constellation Brands Inc. Class A | 0.00% | 119 | $18K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 45 | $18K | Reduce -16.7% |
| USRT iShares Core US REIT ETF | 0.00% | 300 | $18K | New |
| LDUR PIMCO Enhanced Low Duration | 0.00% | 190 | $18K | No change |
| ROST Ross Stores Inc. | 0.00% | 81 | $18K | No change |
| ST Sensata Technologies Holdplc | 0.00% | 521 | $18K | No change |
| NFTY First Trust India Nifty 50 E | 0.00% | 329 | $17K | Add +0.6% |
| TDG Transdigm Group Inc. | 0.00% | 15 | $17K | New |
| VDE Vanguard Energy ETF | 0.00% | 96 | $17K | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 187 | $16K | No change |
| MSEX Middlesex Water Co. | 0.00% | 300 | $16K | No change |
| MNST Monster Beverage Corp. | 0.00% | 216 | $16K | No change |
| NKE Nike Inc. Class B | 0.00% | 304 | $16K | No change |
| TFC Truist Financial Corp. | 0.00% | 356 | $16K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 150 | $15K | No change |
| GD General Dynamics Corp. | 0.00% | 44 | $15K | No change |
| TTWO Take-Two Interactive Softwre | 0.00% | 75 | $15K | No change |
| DHS Wisdomtree US High Dividend | 0.00% | 135 | $15K | No change |
| MQY BlackRock Muniyield Quality | 0.00% | 1,300 | $14K | No change |
| FAST Fastenal Co. | 0.00% | 308 | $14K | No change |
| HRL Hormel Foods Corp. | 0.00% | 640 | $14K | No change |
| IIM Invesco Value Municipal Inco | 0.00% | 1,138 | $14K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 300 | $14K | No change |
| ACM Aecom | 0.00% | 149 | $13K | No change |
| EQIX Equinix Inc. | 0.00% | 13 | $13K | New |
| DOC Healthpeak Properties Inc. | 0.00% | 800 | $13K | Reduce -66.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 105 | $13K | No change |
| UBS UBS Group AG-Reg | 0.00% | 339 | $13K | No change |
| NXPI NXP Semiconductors NV | 0.00% | 65 | $13K | No change |
| A Agilent Technologies Inc. | 0.00% | 105 | $12K | No change |
| EOG EOG Resources Inc. | 0.00% | 86 | $12K | No change |
| MET Metlife Inc. | 0.00% | 168 | $12K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 1,028 | $12K | New |
| REGN Regeneron Pharmaceuticals | 0.00% | 16 | $12K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 438 | $12K | Add +198.0% |
| NMG Nouveau Monde Graphite Inc. | 0.00% | 5,000 | $11K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 115 | $11K | Reduce -83.5% |
| SOLV Solventum Corp. | 0.00% | 175 | $11K | No change |
| VDC Vanguard Consumer Staple ETF | 0.00% | 50 | $11K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 237 | $10K | No change |
| CLX Clorox Company | 0.00% | 100 | $10K | No change |
| HLN Haleon PLC-ADR | 0.00% | 1,040 | $10K | No change |
| PODD Insulet Corp. | 0.00% | 50 | $10K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 555 | $10K | Add +65.2% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.00% | 930 | $10K | Add +86.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.00% | 227 | $10K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 600 | $10K | New |
| ASPI Asp Isotopes Inc. | 0.00% | 2,000 | $9K | Add +100.0% |
| DHR Danaher Corp. | 0.00% | 50 | $9K | Reduce -33.3% |
| XSD SS SPDR S&P Semiconductor | 0.00% | 29 | $9K | No change |
| VSNT Versant Media Group Inc. | 0.00% | 247 | $9K | Reduce -1.0% |
| EA Electronic Arts Inc. | 0.00% | 40 | $8K | Reduce -50.0% |
| VEEV Veeva Systems Inc. Class A | 0.00% | 48 | $8K | No change |
| ARKK ARK Innovation ETF | 0.00% | 100 | $7K | New |
| BAX Baxter International Inc. | 0.00% | 444 | $7K | Reduce -18.8% |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 47 | $7K | No change |
| ERTH Invesco MSCI Sustainable Fut | 0.00% | 140 | $7K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.00% | 49 | $7K | No change |
| LRCX Lam Research Corp. | 0.00% | 31 | $7K | No change |
| MANH Manhattan Associates Inc. | 0.00% | 50 | $7K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 119 | $7K | New |
| CAG Conagra Brands Inc. | 0.00% | 400 | $6K | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 105 | $6K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 138 | $6K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 429 | $6K | Add +155.4% |
| LHX L3HARRIS Technologies Inc. | 0.00% | 17 | $6K | No change |
| LW Lamb Weston Holdings Inc. | 0.00% | 133 | $6K | New |
| NDAQ Nasdaq Inc. | 0.00% | 71 | $6K | Add +1.4% |
| P Everpure Inc. Class A | 0.00% | 100 | $6K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 260 | $6K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 15 | $6K | New |
| BIV Vanguard Intermediate-Term B | 0.00% | 77 | $6K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 108 | $5K | New |
| SOUN Soundhound AI Inc. Class A | 0.00% | 800 | $5K | New |
| LCTD iShares World Ex U.S. Carbon | 0.00% | 77 | $4K | No change |
| CC The Chemours Co. | 0.00% | 185 | $4K | No change |
| PFLD Aam Low Dur Pref & Inc. Sec | 0.00% | 183 | $4K | New |
| GIL Gildan Activewear Inc. | 0.00% | 69 | $4K | New |
| IYW iShares Ustechnology ETF | 0.00% | 22 | $4K | New |
| LEN Lennar Corp. Class A | 0.00% | 48 | $4K | No change |
| TBLU Managed Portfolio Series | 0.00% | 74 | $4K | New |
| TOST Toast Inc. Class A | 0.00% | 150 | $4K | New |
| WDC Western Digital Corp. | 0.00% | 15 | $4K | New |
| CCNE CNB Financial Corp. | 0.00% | 100 | $3K | New |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 28 | $3K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.00% | 116 | $3K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 150 | $3K | New |
| UPST Upstart Holdings Inc. | 0.00% | 125 | $3K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 37 | $3K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 13 | $3K | No change |
| WAB Wabtec Corp. | 0.00% | 11 | $3K | New |
| TLT iShares 20+ Year Treasury BD | 0.00% | 18 | $2K | No change |
| SCHM Schwab US Mid Cap ETF | 0.00% | 54 | $2K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 76 | $2K | No change |
| MBB iShares MBS ETF | 0.00% | 13 | $1K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 12 | $1K | New |
| SGOV iShares 0-3 Month Treasury B | 0.00% | 10 | $1K | New |
| QSI Quantum-Si Inc. | 0.00% | 1,300 | $1K | New |
| SCHO Schwab Short-Term US Treas | 0.00% | 23 | $1K | No change |
| VTRS Viatris Inc. | 0.00% | 94 | $1K | New |
| ELME Elme Communities | 0.00% | 400 | $1K | New |
| BEP Brookfield Renewable Partner | 0.00% | 16 | $1K | New |
| GENI Genius Sports Ltd. | 0.00% | 150 | $1K | New |
| HYLB Xtrackers Usd High Yield Cor | 0.00% | 8 | $0 | No change |
| GEVO Gevo Inc. | 0.00% | 76 | $0 | New |
| PGX Invesco Preferred ETF | 0.00% | 25 | $0 | No change |
| JCPB JPMorgan Core Plus Bond ETF | 0.00% | 1 | $0 | New |
| MKKGY Merck Kgaa-Sponsored ADR | 0.00% | 5 | $0 | New |
| NVZMY Novonesis (novozymes)-ADR filed as NOVOZYMES A/S-UNSPONS ADR | 0.00% | 1 | $0 | New |
| PSKY Paramount Skydance Class B | 0.00% | 43 | $0 | New |
| SRSCQ Sears Canada Inc. | 0.00% | 42 | $0 | New |
| Vg Life Sciences Inc | 0.00% | 67 | $0 | New |
| ANGL Vaneck Fallen Angel High YLD | 0.00% | 10 | $0 | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 6 | $0 | New |
| AXTA Axalta Coating Systems Ltd. | 0.00% | 3 | $0 | New |
| BIOX Bioceres Crop Solutions Corp. | 0.00% | 50 | $0 | New |