| MAR Marriott International Class A | 13.57% | 557,469 | $152.3M | Reduce -0.0% |
| AAPL Apple Inc. | 6.12% | 352,168 | $68.7M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 4.64% | 303,839 | $52.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 4.09% | 146,038 | $45.9M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.71% | 232,739 | $30.4M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 2.70% | 172,030 | $30.3M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 1.43% | 68,963 | $16.0M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 1.36% | 27,090 | $15.2M | Reduce -1.5% |
| V Visa Inc. Class A | 1.24% | 39,234 | $13.9M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.22% | 45,104 | $13.7M | Reduce -4.8% |
| RSP Invesco S&P 500 Equal Weight | 1.12% | 69,228 | $12.6M | Add +6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.12% | 28,647 | $12.6M | Add +8.3% |
| GLDM SPDR Gold Minishares Trust | 1.07% | 183,454 | $12.0M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 1.07% | 76,141 | $12.0M | Reduce -14.5% |
| NVDA Nvidia Corp. | 1.05% | 74,270 | $11.7M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.04% | 20,596 | $11.7M | Add +5.0% |
| IVV iShares Core S&P 500 ETF | 1.02% | 18,475 | $11.5M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.95% | 14,412 | $10.6M | Add +1.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.87% | 106,432 | $9.8M | Add +10.9% |
| IWN iShares Russell 2000 Value E | 0.87% | 61,632 | $9.7M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.85% | 54,105 | $9.6M | Add +22.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 14,374 | $8.9M | Add +7.5% |
| UNH Unitedhealth Group Inc. | 0.76% | 27,344 | $8.5M | Reduce -15.7% |
| LLY Eli Lilly & Co. | 0.70% | 10,113 | $7.9M | Reduce -0.1% |
| IWY iShares Russell Top 200 Grow | 0.70% | 31,854 | $7.9M | Add +18.0% |
| AVGO Broadcom Inc. | 0.68% | 27,607 | $7.6M | Add +12.1% |
| BLK BlackRock Inc. | 0.68% | 7,243 | $7.6M | Reduce -0.6% |
| VNQ Vanguard Real Estate ETF | 0.61% | 76,381 | $6.8M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.61% | 24,333 | $6.8M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.58% | 73,426 | $6.6M | Add +0.0% |
| JNJ Johnson & Johnson | 0.55% | 40,498 | $6.2M | Reduce -2.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.51% | 11,261 | $5.7M | Add +2.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.51% | 112,884 | $5.7M | Add +5.9% |
| COST Costco Wholesale Corp. | 0.51% | 5,785 | $5.7M | Add +4.6% |
| GLD SPDR Gold Shares | 0.51% | 18,735 | $5.7M | Add +8.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.51% | 20,053 | $5.7M | Reduce -1.6% |
| IWF iShares Russell 1000 Growth | 0.50% | 13,240 | $5.6M | Add +0.1% |
| IWO iShares Russell 2000 Growth | 0.49% | 19,341 | $5.5M | Reduce -2.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.49% | 65,966 | $5.5M | Add +7.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.47% | 31,949 | $5.3M | Reduce -1.3% |
| WMT Walmart Inc. | 0.46% | 52,554 | $5.1M | Add +1.1% |
| JEPI JPMorgan Equity Premium Inco | 0.45% | 89,007 | $5.1M | Reduce -0.5% |
| BX Blackstone Inc. | 0.45% | 33,766 | $5.1M | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 103,522 | $4.9M | Add +1.9% |
| SBUX Starbucks Corp. | 0.43% | 52,553 | $4.8M | Reduce -2.1% |
| IWP iShares Russell Mid-Cap Grow | 0.42% | 34,362 | $4.8M | Add +86.2% |
| TSLA Tesla Inc. | 0.42% | 14,941 | $4.7M | Add +11.1% |
| AMT American Tower Corp. | 0.42% | 21,327 | $4.7M | Add +18.7% |
| HD Home Depot Inc. | 0.41% | 12,558 | $4.6M | Reduce -2.2% |
| ORCL Oracle Corp. | 0.40% | 20,341 | $4.4M | Add +14.9% |
| IWB iShares Russell 1000 ETF | 0.40% | 13,071 | $4.4M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.39% | 40,676 | $4.4M | Reduce -3.7% |
| DGRO iShares Core Dividend Growth | 0.38% | 66,833 | $4.3M | Add +43.8% |
| IWX iShares Russell Top 200 Valu | 0.38% | 50,180 | $4.2M | No change |
| IJH iShares Core S&P Midcap ETF | 0.36% | 65,976 | $4.1M | Add +5.9% |
| ABBV Abbvie Inc. | 0.36% | 21,889 | $4.1M | Add +2.3% |
| HELO JPMorgan Hedged Equity ETF | 0.36% | 64,725 | $4.1M | Add +2.9% |
| FVD First Trust Value Line DVD | 0.36% | 89,166 | $4.0M | Reduce -1.7% |
| IVE iShares S&P 500 Value ETF | 0.35% | 20,113 | $3.9M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 35,590 | $3.9M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.34% | 19,586 | $3.8M | Add +0.2% |
| MKL Markel Group Inc. | 0.32% | 1,797 | $3.6M | Add +5.2% |
| EQIX Equinix Inc. | 0.32% | 4,499 | $3.6M | Reduce -1.3% |
| UBER Uber Technologies Inc. | 0.31% | 37,802 | $3.5M | Add +2.3% |
| ABT Abbott Laboratories | 0.31% | 25,859 | $3.5M | Add +0.4% |
| NFLX Netflix Inc. | 0.31% | 19,152 | $3.4M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.30% | 21,425 | $3.4M | Reduce -2.4% |
| HON Honeywell International Inc. | 0.30% | 14,526 | $3.4M | Add +1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 16,122 | $3.3M | Reduce -6.0% |
| DFIS Dimensional International SM | 0.29% | 109,539 | $3.3M | Add +110.1% |
| ZION Zions Bancorp NA | 0.29% | 62,928 | $3.3M | No change |
| SYK Stryker Corp. | 0.29% | 8,155 | $3.2M | Add +4.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 38,650 | $3.2M | Reduce -0.9% |
| IWS iShares Russell Mid-Cap Valu | 0.28% | 23,644 | $3.1M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 5,612 | $3.1M | Reduce -18.2% |
| DLR Digital Realty Trust Inc. | 0.27% | 17,355 | $3.0M | Add +2.6% |
| CEG Constellation Energy | 0.27% | 9,336 | $3.0M | Reduce -2.5% |
| ISRG Intuitive Surgical Inc. | 0.27% | 5,479 | $3.0M | Add +1.8% |
| CVX Chevron Corp. | 0.25% | 19,402 | $2.8M | Add +9.9% |
| TXRH Texas Roadhouse Inc. | 0.24% | 14,327 | $2.7M | Add +1.6% |
| GS Goldman Sachs Group Inc. | 0.24% | 3,784 | $2.7M | Reduce -9.1% |
| CRM Salesforce Inc. | 0.24% | 26,326 | $2.6M | Reduce -6.9% |
| FISV Fiserv Inc. | 0.23% | 15,203 | $2.6M | Add +9.6% |
| CCJ Cameco Corp. | 0.21% | 32,251 | $2.4M | Add +0.4% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 17,460 | $2.3M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 21,042 | $2.3M | Reduce -21.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 18,561 | $2.3M | Reduce -0.6% |
| APO Apollo Global Management Inc. | 0.20% | 16,112 | $2.3M | Reduce -6.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.20% | 37,442 | $2.3M | Add +1.8% |
| ICF iShares Select U.S. REIT ETF | 0.20% | 36,509 | $2.2M | Add +0.1% |
| AEM Agnico Eagle Mines Ltd. | 0.19% | 18,029 | $2.1M | Add +1.4% |
| RTX RTX Corp. | 0.19% | 14,387 | $2.1M | Add +2.1% |
| CSCO Cisco Systems Inc. | 0.19% | 30,099 | $2.1M | Reduce -5.1% |
| LOW Lowe's Cos Inc. | 0.19% | 9,395 | $2.1M | Reduce -0.3% |
| NOW ServiceNow Inc. | 0.18% | 1,999 | $2.1M | Reduce -4.5% |
| TMUS T-Mobile US Inc. | 0.18% | 8,591 | $2.0M | Reduce -1.2% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 35,889 | $2.0M | Reduce -3.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.18% | 79,165 | $2.0M | Add +89.3% |
| NKE Nike Inc. Class B | 0.18% | 28,042 | $2.0M | Reduce -1.1% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.17% | 11,975 | $2.0M | Add +4.1% |
| JMBS Janus Henderson Mortg Backed | 0.17% | 42,893 | $1.9M | Reduce -16.2% |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 30,804 | $1.9M | Add +13.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.17% | 77,630 | $1.9M | Add +15.9% |
| VICR Vicor Corp. | 0.17% | 41,361 | $1.9M | Reduce -0.4% |
| ETN Eaton Corp. PLC | 0.17% | 5,249 | $1.9M | Add +16.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.17% | 76,784 | $1.9M | Add +75.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 6,300 | $1.9M | Add +4.5% |
| UNP Union Pacific Corp. | 0.16% | 7,777 | $1.8M | Reduce -1.3% |
| HDV iShares Core High Dividend E | 0.16% | 15,151 | $1.8M | Add +3.6% |
| FAST Fastenal Co. | 0.16% | 41,762 | $1.8M | No change |
| EW Edwards Lifesciences Corp. | 0.16% | 22,340 | $1.7M | Reduce -0.7% |
| AGI Alamos Gold Inc. Class A | 0.15% | 64,698 | $1.7M | Add +2.3% |
| TCAF T Rowe PRC Cap Appreciation | 0.15% | 46,524 | $1.6M | Add +43.8% |
| IWM iShares Russell 2000 ETF | 0.15% | 7,551 | $1.6M | Reduce -3.0% |
| VXF Vanguard Extended Market ETF | 0.14% | 8,352 | $1.6M | Add +0.2% |
| AXP American Express Co. | 0.14% | 5,044 | $1.6M | Add +0.2% |
| HOOD Robinhood Markets Inc. Class A | 0.14% | 17,045 | $1.6M | Add +18.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.14% | 63,058 | $1.6M | Add +8.4% |
| SPOT Spotify Technology SA | 0.14% | 2,054 | $1.6M | Add +36.0% |
| XLK SS Technology Select Sector | 0.14% | 6,122 | $1.6M | Add +31.2% |
| SPGI S&P Global Inc. | 0.14% | 2,898 | $1.5M | Reduce -17.1% |
| DVY iShares Select Dividend ETF | 0.13% | 11,403 | $1.5M | Reduce -9.6% |
| HGER Harbor Commodity All Weather | 0.13% | 61,782 | $1.5M | Add +23.1% |
| DHR Danaher Corp. | 0.13% | 7,491 | $1.5M | Reduce -1.8% |
| MGNR Amer Beac GLG NTRL Rsrcs ETF filed as AMERICAN BEACON SELECT FUNDS | 0.13% | 44,032 | $1.5M | Add +99.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 2 | $1.5M | No change |
| DON Wisdomtree US Midcap Dividen | 0.13% | 29,073 | $1.5M | Add +2.2% |
| CTSH Cognizant Tech Solutions-A | 0.13% | 18,636 | $1.5M | Reduce -1.0% |
| PANW Palo Alto Networks Inc. | 0.13% | 7,014 | $1.4M | Add +19.9% |
| URI United Rentals Inc. | 0.13% | 1,891 | $1.4M | No change |
| PEP Pepsico Inc. | 0.13% | 10,688 | $1.4M | Reduce -19.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.13% | 14,602 | $1.4M | Add +2.0% |
| REGN Regeneron Pharmaceuticals | 0.13% | 2,675 | $1.4M | Reduce -16.4% |
| SU Suncor Energy Inc. | 0.12% | 37,369 | $1.4M | Add +2.1% |
| XLE SS Energy Select Sector | 0.12% | 16,176 | $1.4M | Reduce -3.3% |
| JSI JH Securitized Income ETF | 0.12% | 25,987 | $1.4M | Add +94.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.12% | 13,842 | $1.4M | Add +5.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.12% | 20,103 | $1.4M | Reduce -7.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 16,522 | $1.3M | Add +0.0% |
| ACN Accenture PLC Class A | 0.12% | 4,510 | $1.3M | Add +3.5% |
| ADP Automatic Data Processing | 0.12% | 4,246 | $1.3M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.12% | 16,508 | $1.3M | Reduce -16.7% |
| PM Philip Morris International | 0.11% | 7,061 | $1.3M | Add +12.2% |
| KO The Coca-Cola Co. | 0.11% | 17,707 | $1.3M | Add +10.4% |
| DKNG Draftkings Inc. Class A | 0.11% | 28,668 | $1.2M | Reduce -14.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 4,354 | $1.2M | Add +12.7% |
| MCD McDonald's Corp. | 0.11% | 4,110 | $1.2M | Reduce -1.4% |
| QCOM Qualcomm Inc. | 0.11% | 7,507 | $1.2M | Reduce -1.2% |
| FICO Fair Isaac Corp. | 0.11% | 653 | $1.2M | Reduce -0.8% |
| NTES Netease Inc.-ADR | 0.11% | 8,849 | $1.2M | Reduce -1.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 15,744 | $1.2M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 4,195 | $1.2M | Reduce -5.3% |
| FDX FedEx Corp. | 0.10% | 5,149 | $1.2M | Reduce -6.0% |
| VZ Verizon Communications Inc. | 0.10% | 26,952 | $1.2M | Reduce -2.2% |
| PYPL PayPal Holdings Inc. | 0.10% | 15,593 | $1.2M | Add +13.5% |
| NXPI NXP Semiconductors NV | 0.10% | 5,253 | $1.1M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.10% | 16,210 | $1.1M | Add +18.0% |
| PAVE Global X US Infrastructure | 0.10% | 25,537 | $1.1M | Add +3.7% |
| BSX Boston Scientific Corp. | 0.10% | 10,198 | $1.1M | Add +8.7% |
| NOC Northrop Grumman Corp. | 0.10% | 2,189 | $1.1M | Reduce -1.0% |
| BUSA Brandes US Value ETF | 0.10% | 32,636 | $1.1M | Add +2.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.10% | 3,458 | $1.1M | Add +42.0% |
| DES Wisdomtree US Smallcap Divid | 0.10% | 34,022 | $1.1M | Add +1.4% |
| IYW iShares Ustechnology ETF | 0.10% | 6,178 | $1.1M | Add +34.0% |
| PAYX Paychex Inc. | 0.10% | 7,359 | $1.1M | Reduce -0.3% |
| WPC WP Carey Inc. | 0.10% | 17,142 | $1.1M | Reduce -0.8% |
| PNQI Invesco Nasdaq Internet ETF | 0.09% | 20,315 | $1.1M | Reduce -1.2% |
| PLD Prologis Inc. | 0.09% | 10,052 | $1.1M | Add +5.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.09% | 26,080 | $1.0M | Add +31.7% |
| SII Sprott Inc. | 0.09% | 14,794 | $1.0M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 0.09% | 28,268 | $1.0M | Reduce -4.4% |
| MDT Medtronic PLC | 0.09% | 11,485 | $1.0M | Add +2.8% |
| PDI PIMCO Dynamic Income Fund | 0.09% | 52,134 | $989K | Add +11.3% |
| WFC Wells Fargo & Co. | 0.09% | 12,279 | $984K | Add +0.9% |
| LMT Lockheed Martin Corp. | 0.09% | 2,121 | $982K | Reduce -27.5% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 10,672 | $982K | No change |
| CSX CSX Corp. | 0.09% | 30,026 | $980K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.09% | 13,476 | $979K | No change |
| LULU Lululemon Athletica Inc. | 0.09% | 4,119 | $979K | Reduce -15.1% |
| PWR Quanta Services Inc. | 0.09% | 2,584 | $977K | Reduce -1.9% |
| BKNG Booking Holdings Inc. | 0.09% | 168 | $973K | Reduce -2.9% |
| SLV iShares Silver Trust | 0.09% | 29,518 | $968K | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.09% | 2,469 | $958K | Reduce -5.8% |
| INTU Intuit Inc. | 0.08% | 1,204 | $948K | Reduce -3.8% |
| VCRB Vanguard Core Bond ETF | 0.08% | 12,203 | $947K | Add +13.1% |
| DOX Amdocs Ltd. | 0.08% | 10,106 | $922K | Add +2.9% |
| SNOW Snowflake Inc. | 0.08% | 4,117 | $921K | Add +145.2% |
| APD Air Products & Chemicals Inc. | 0.08% | 3,218 | $908K | Add +1.6% |
| XLY SS Consumer Disc Select Sect | 0.08% | 4,093 | $890K | Reduce -1.7% |
| IMCG iShares Morningstar Mid-Cap | 0.08% | 10,930 | $877K | No change |
| PNC PNC Financial Services Group | 0.08% | 4,690 | $874K | Reduce -4.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.08% | 6,865 | $848K | Add +17.1% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 6,188 | $844K | Add +3.4% |
| GEV GE Vernova Inc. | 0.08% | 1,594 | $843K | Reduce -9.0% |
| DE Deere & Co. | 0.07% | 1,654 | $841K | Add +12.1% |
| WCN Waste Connections Inc. | 0.07% | 4,510 | $841K | Add +7.1% |
| O Realty Income Corp. | 0.07% | 14,466 | $833K | No change |
| SIL Global X Silver Miners ETF | 0.07% | 17,027 | $820K | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 6,045 | $816K | Add +1.6% |
| NDAQ Nasdaq Inc. | 0.07% | 9,128 | $816K | Reduce -4.2% |
| NOBL Proshares S&P 500 Dividend A | 0.07% | 7,948 | $800K | Reduce -1.8% |
| RRC Range Resources Corp. | 0.07% | 19,000 | $773K | Reduce -5.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 8,475 | $772K | No change |
| INTC Intel Corp. | 0.07% | 34,188 | $766K | Add +0.4% |
| TDY Teledyne Technologies Inc. | 0.07% | 1,489 | $763K | Add +3.8% |
| CI The Cigna Group | 0.07% | 2,284 | $755K | Add +3.5% |
| FE Firstenergy Corp. | 0.07% | 18,552 | $747K | No change |
| AMD Advanced Micro Devices | 0.07% | 5,258 | $746K | Add +7.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 13,678 | $744K | Add +14.2% |
| SHW The Sherwin-Williams Co. | 0.07% | 2,164 | $743K | Reduce -14.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 3,094 | $733K | Reduce -30.2% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.06% | 13,966 | $727K | Reduce -7.3% |
| COF Capital One Financial Corp. | 0.06% | 3,377 | $718K | Add +7.0% |
| VMC Vulcan Materials Co. | 0.06% | 2,750 | $717K | No change |
| MS Morgan Stanley | 0.06% | 5,054 | $712K | Add +5.6% |
| AZO AutoZone Inc. | 0.06% | 189 | $702K | Add +209.8% |
| ECL Ecolab Inc. | 0.06% | 2,586 | $697K | No change |
| FDN First Trust DJ Internet Ind | 0.06% | 2,575 | $694K | Reduce -3.7% |
| IWV iShares Russell 3000 ETF | 0.06% | 1,971 | $692K | No change |
| WAB Wabtec Corp. | 0.06% | 3,288 | $688K | No change |
| ANSS Ansys Inc. | 0.06% | 1,958 | $688K | No change |
| AFL Aflac Inc. | 0.06% | 6,517 | $687K | Reduce -0.8% |
| GNRC Generac Holdings Inc. | 0.06% | 4,790 | $686K | Add +77.1% |
| GWRE Guidewire Software Inc. | 0.06% | 2,913 | $686K | Reduce -5.1% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 2,650 | $682K | Add +1.9% |
| EEM iShares MSCI Emerging Market | 0.06% | 13,757 | $664K | Add +7.8% |
| TCBI Texas Capital Bancshares Inc. | 0.06% | 8,265 | $656K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 1,474 | $656K | No change |
| EOG EOG Resources Inc. | 0.06% | 5,476 | $655K | Add +0.2% |
| VRT Vertiv Holdings Co. Class A | 0.06% | 5,083 | $653K | Add +10.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 2,872 | $650K | Reduce -8.3% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.06% | 13,933 | $649K | Reduce -1.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 7,033 | $640K | No change |
| KMB Kimberly-Clark Corp. | 0.06% | 4,919 | $634K | Add +7.6% |
| IR Ingersoll-Rand Inc. | 0.06% | 7,489 | $623K | No change |
| IEF iShares 7-10 Year Treasury B | 0.06% | 6,504 | $623K | No change |
| STT State Street Corp. | 0.06% | 5,821 | $619K | Add +4.6% |
| VGT Vanguard Info Tech ETF | 0.05% | 915 | $607K | Add +0.1% |
| CB Chubb Ltd. | 0.05% | 2,088 | $605K | Add +1.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 1,888 | $604K | Add +0.4% |
| DISV Dimensional International SM | 0.05% | 18,340 | $604K | Add +2.1% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.05% | 6,645 | $599K | No change |
| PQDI Principal SP & Inc. ETF-US Inc. | 0.05% | 30,000 | $580K | No change |
| T AT&T Inc. | 0.05% | 19,958 | $578K | Add +7.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.05% | 7,577 | $574K | Reduce -6.9% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 3,130 | $572K | Add +20.4% |
| EXPD Expeditors Intl Wash Inc. | 0.05% | 5,003 | $572K | Reduce -0.6% |
| VEEV Veeva Systems Inc. Class A | 0.05% | 1,975 | $569K | Reduce -3.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.05% | 13,919 | $564K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 2,858 | $557K | Add +9.9% |
| TDG Transdigm Group Inc. | 0.05% | 363 | $552K | Reduce -1.9% |
| VXUS Vanguard Total Intl Stock | 0.05% | 7,975 | $551K | Add +11.0% |
| TECH Bio-Techne Corp. | 0.05% | 10,708 | $551K | No change |
| GDX Vaneck Gold Miners ETF | 0.05% | 10,487 | $546K | Add +6.6% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 11,519 | $533K | Reduce -6.7% |
| BA The Boeing Co. | 0.05% | 2,527 | $529K | Reduce -0.3% |
| GDXJ Vaneck Junior Gold Miners | 0.05% | 7,812 | $528K | Add +22.2% |
| EMR Emerson Electric Co. | 0.05% | 3,883 | $518K | No change |
| NICE Nice Ltd. - Spon ADR | 0.05% | 3,050 | $515K | Add +17.9% |
| DPZ Domino's Pizza Inc. | 0.05% | 1,134 | $511K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.05% | 11,965 | $510K | Add +27.2% |
| GD General Dynamics Corp. | 0.05% | 1,742 | $508K | Add +0.6% |
| BKR Baker Hughes Co. | 0.05% | 13,226 | $507K | Reduce -7.6% |
| LNG Cheniere Energy Inc. | 0.05% | 2,078 | $506K | Add +44.0% |
| EPD Enterprise Products Partners | 0.04% | 16,163 | $501K | Add +9.5% |
| ET Energy Transfer LP | 0.04% | 27,345 | $496K | Add +137.8% |
| CSGP Costar Group Inc. | 0.04% | 6,100 | $490K | Reduce -1.1% |
| TLH iShares 10-20 Year Treasury | 0.04% | 4,787 | $486K | Add +1.9% |
| TOST Toast Inc. Class A | 0.04% | 10,890 | $482K | Add +1352.0% |
| SHOP Shopify Inc. Class A | 0.04% | 4,180 | $482K | Reduce -4.7% |
| AIQ Global X Art Intel & Tech | 0.04% | 11,000 | $481K | No change |
| LH Labcorp Holdings Inc. | 0.04% | 1,823 | $479K | No change |
| XLV SS Health Care Select Sector | 0.04% | 3,452 | $465K | Reduce -34.2% |
| YORW York Water Co. filed as YORK WTR CO | 0.04% | 14,537 | $459K | No change |
| WELL Welltower Inc. | 0.04% | 2,983 | $459K | Add +7.8% |
| IHI iShares U.S. Medical Devices | 0.04% | 7,308 | $458K | No change |
| PTC PTC Inc. | 0.04% | 2,595 | $447K | No change |
| IYH iShares U.S. Healthcare ETF | 0.04% | 7,835 | $443K | No change |
| AOR iShares Core 60/40 Balanced | 0.04% | 7,055 | $434K | Add +3.8% |
| IGF iShares Global Infrastructur | 0.04% | 7,334 | $434K | Add +33.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.04% | 18,525 | $432K | Add +1029.6% |
| PFF iShares Preferred & Income S | 0.04% | 13,972 | $429K | No change |
| CGCB Cap Group Core Bond | 0.04% | 16,213 | $426K | Add +13.5% |
| IXUS iShares Core Intl Stock ETF | 0.04% | 5,483 | $424K | Add +1.5% |
| SUSA iShares ESG Optimized MSCI U | 0.04% | 3,283 | $416K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.04% | 7,618 | $414K | Reduce -3.8% |
| MO Altria Group Inc. | 0.04% | 6,873 | $403K | Add +19.1% |
| APH Amphenol Corp. Class A | 0.04% | 4,036 | $399K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 497 | $398K | Add +83.4% |
| ALL Allstate Corp. | 0.03% | 1,946 | $392K | Add +7.3% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.03% | 2,852 | $389K | Reduce -2.4% |
| TXN Texas Instruments Inc. | 0.03% | 1,873 | $389K | Reduce -6.3% |
| FDS Factset Research Systems Inc. | 0.03% | 864 | $386K | Reduce -0.7% |
| PSX Phillips 66 | 0.03% | 3,238 | $386K | Reduce -36.2% |
| ZTS Zoetis Inc. | 0.03% | 2,475 | $386K | Reduce -38.2% |
| MPC Marathon Petroleum Corp. | 0.03% | 2,308 | $383K | Reduce -48.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 3,090 | $383K | Add +10.2% |
| JAVA JPMorgan Active Value ETF | 0.03% | 5,816 | $381K | Add +11.6% |
| IAU iShares Gold Trust | 0.03% | 6,036 | $376K | Add +4.7% |
| ARES Ares Management Corp. Class A | 0.03% | 2,156 | $373K | Add +0.1% |
| CGGR Cap Group Growth Equity | 0.03% | 9,161 | $372K | Add +131.3% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 14,022 | $372K | Add +7.4% |
| EPI Wisdomtree India Earnings | 0.03% | 7,650 | $363K | Reduce -2.6% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.03% | 4,440 | $362K | No change |
| EXC Exelon Corp. | 0.03% | 8,303 | $361K | Reduce -1.7% |
| GLW Corning Inc. | 0.03% | 6,842 | $360K | Add +0.3% |
| RJF Raymond James Financial Inc. | 0.03% | 2,317 | $355K | No change |
| XSD SS SPDR S&P Semiconductor | 0.03% | 1,352 | $347K | Reduce -6.9% |
| ACGL Arch Capital Group Ltd. | 0.03% | 3,761 | $342K | Add +17.6% |
| ULTA Ulta Beauty Inc. | 0.03% | 730 | $342K | Reduce -1.1% |
| THQ Abrdn Healthcare Opport | 0.03% | 18,518 | $341K | No change |
| RDW Redwire Corp. | 0.03% | 20,500 | $334K | Add +70.8% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.03% | 3,530 | $332K | Reduce -2.8% |
| CWCO Consolidated Water Co.-Ord SH | 0.03% | 11,050 | $332K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 4,157 | $327K | No change |
| NUV Nuveen Municipal Value | 0.03% | 37,600 | $327K | Reduce -2.6% |
| ENVX Enovix Corp. | 0.03% | 31,474 | $325K | Add +1.6% |
| DHI D.R. Horton Inc. | 0.03% | 2,511 | $324K | Reduce -7.1% |
| FBCG Fidelity Blue Chip Grow ETF | 0.03% | 6,650 | $321K | Reduce -2.9% |
| MMM 3M Co. | 0.03% | 2,092 | $318K | No change |
| IFRA iShares US Infrastructure | 0.03% | 6,432 | $316K | Add +0.4% |
| QTEC First Trust Nasdq 100 Tech I | 0.03% | 1,475 | $314K | Reduce -3.3% |
| MAIN Main Street Capital Corp. | 0.03% | 5,290 | $313K | No change |
| ENB Enbridge Inc. | 0.03% | 6,813 | $308K | Add +2.9% |
| ROL Rollins Inc. | 0.03% | 5,401 | $305K | Add +144.3% |
| ITA iShares U.S. Aerospace & Def | 0.03% | 1,550 | $292K | Reduce -4.9% |
| DRI Darden Restaurants Inc. | 0.03% | 1,340 | $292K | Reduce -0.4% |
| EVR Evercore Inc. Class A | 0.03% | 1,060 | $286K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 2,600 | $285K | No change |
| NSC Norfolk Southern Corp. | 0.02% | 1,085 | $278K | Add +0.4% |
| PPA Invesco Aerospace & Defense | 0.02% | 1,925 | $273K | Reduce -2.5% |
| ILCV iShares Morningstar Value Et | 0.02% | 3,250 | $271K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.02% | 665 | $269K | No change |
| CMI Cummins Inc. | 0.02% | 817 | $268K | No change |
| NVR NVR Inc. | 0.02% | 36 | $266K | No change |
| VHT Vanguard Health Care ETF | 0.02% | 1,046 | $260K | No change |
| CG The Carlyle Group Inc. | 0.02% | 5,000 | $257K | No change |
| XYZ Block Inc. | 0.02% | 3,740 | $254K | Reduce -20.9% |
| CTAS Cintas Corp. | 0.02% | 1,135 | $253K | Reduce -3.7% |
| KKR KKR & Co. Inc. | 0.02% | 1,897 | $252K | Reduce -32.3% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.02% | 11,476 | $251K | No change |
| YUM Yum! Brands Inc. | 0.02% | 1,695 | $251K | No change |
| ROP Roper Technologies Inc. | 0.02% | 434 | $246K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 3,433 | $237K | Add +44.6% |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,281 | $235K | Add +1.8% |
| C Citigroup Inc. | 0.02% | 2,742 | $233K | Reduce -6.3% |
| ITW Illinois Tool Works | 0.02% | 6,729 | $233K | Add +0.3% |
| FANG Diamondback Energy Inc. | 0.02% | 1,695 | $233K | No change |
| PFE Pfizer Inc. | 0.02% | 9,607 | $233K | Reduce -29.8% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 3,422 | $231K | Reduce -7.4% |
| PPG PPG Industries Inc. | 0.02% | 2,015 | $229K | Reduce -0.8% |
| DUK Duke Energy Corp. | 0.02% | 1,910 | $225K | Add +0.1% |
| ILCG iShares Morningstar Growth E | 0.02% | 2,325 | $225K | Add +1.1% |
| HCA HCA Healthcare Inc. | 0.02% | 588 | $225K | Add +0.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,167 | $221K | Add +4.4% |
| WM Waste Management Inc. | 0.02% | 963 | $220K | No change |
| AMP Ameriprise Financial Inc. | 0.02% | 412 | $220K | No change |
| CHKP Check Point Software Tech | 0.02% | 992 | $219K | No change |
| GBCI Glacier Bancorp Inc. | 0.02% | 5,079 | $219K | No change |
| ADBE Adobe Inc. | 0.02% | 556 | $215K | Reduce -5.1% |
| OMF Onemain Holdings Inc. | 0.02% | 3,759 | $214K | Add +0.1% |
| NTRA Natera Inc. | 0.02% | 1,259 | $213K | Reduce -24.9% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 7,458 | $209K | Reduce -4.5% |
| IXN iShares Global Tech ETF | 0.02% | 2,253 | $208K | No change |
| VRSK Verisk Analytics Inc. | 0.02% | 666 | $207K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 67,021 | $207K | Add +0.0% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,692 | $205K | Reduce -7.5% |
| IBB iShares Biotechnology ETF | 0.02% | 1,604 | $203K | No change |
| XLF SS Financial Select Sector | 0.02% | 3,873 | $203K | Reduce -9.5% |
| MDY State Street SPDR S&P Midcap | 0.02% | 355 | $201K | No change |
| BLD Topbuild Corp. | 0.02% | 621 | $201K | Add +8.6% |
| UYG Proshares Ultra Financials | 0.02% | 2,100 | $201K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 2,347 | $197K | No change |
| RGEN Repligen Corp. | 0.02% | 1,579 | $196K | Reduce -46.1% |
| CHWY Chewy Inc. Class A | 0.02% | 4,577 | $195K | New |
| PDP Invesco Dorsey Wright Moment | 0.02% | 1,790 | $194K | No change |
| YOU Clear Secure Inc. Class A | 0.02% | 6,992 | $194K | Add +562.1% |
| CL Colgate-Palmolive Co. | 0.02% | 2,132 | $194K | No change |
| UPS United Parcel Service Class B | 0.02% | 1,909 | $193K | Reduce -24.2% |
| AIZ Assurant Inc. | 0.02% | 973 | $192K | Add +34.6% |
| IDXX Idexx Laboratories Inc. | 0.02% | 355 | $190K | Reduce -8.5% |
| CARR Carrier Global Corp. | 0.02% | 2,575 | $188K | No change |
| SPG Simon Property Group Inc. | 0.02% | 1,154 | $185K | Reduce -11.4% |
| EFV iShares MSCI Eafe Value ETF | 0.02% | 2,911 | $185K | Add +136.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 5,377 | $182K | Reduce -36.0% |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.02% | 2,780 | $181K | No change |
| HEI.A Heico Corp. Class A | 0.02% | 695 | $180K | No change |
| VGSH Vanguard Short-Term Treasury | 0.02% | 3,036 | $178K | Reduce -0.5% |
| OEF iShares S&P 100 ETF | 0.02% | 586 | $178K | Add +34.7% |
| STZ Constellation Brands Inc. Class A | 0.02% | 1,094 | $178K | Add +40.8% |
| MINT PIMCO Enhanced Short Maturit | 0.02% | 1,769 | $178K | No change |
| WDAY Workday Inc. Class A | 0.02% | 740 | $178K | Reduce -28.2% |
| ILCB iShares Morningstar U.S. Equ | 0.02% | 2,064 | $177K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 1,779 | $177K | Reduce -7.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.02% | 7,908 | $174K | Add +690.8% |
| CPNG Coupang Inc. | 0.02% | 5,800 | $174K | New |
| PTF Invesco Dorsey Wright Tech | 0.02% | 2,500 | $171K | Reduce -2.9% |
| JCI Johnson Controls Internation | 0.01% | 1,597 | $169K | No change |
| CCI Crown Castle Inc. | 0.01% | 1,612 | $166K | No change |
| RBLX Roblox Corp. Class A | 0.01% | 1,566 | $165K | Reduce -24.2% |
| SCHW Schwab (charles) Corp. | 0.01% | 7,965 | $164K | Add +0.1% |
| KNSL Kinsale Capital Group Inc. | 0.01% | 338 | $164K | Add +79.8% |
| ICVT iShares Convertible Bond ETF | 0.01% | 1,800 | $162K | No change |
| AVDE Avantis International Equity | 0.01% | 2,190 | $162K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 1,628 | $161K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.01% | 1,599 | $161K | Reduce -2.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 1,192 | $159K | Reduce -8.8% |
| HEI Heico Corp. | 0.01% | 480 | $157K | No change |
| ORLY O'reilly Automotive Inc. | 0.01% | 1,740 | $157K | No change |
| RISR Foliobe Altr In&in H ETF-Usd | 0.01% | 4,265 | $156K | Add +541.4% |
| SOUN Soundhound AI Inc. Class A | 0.01% | 14,500 | $156K | Add +92.0% |
| SO The Southern Co. | 0.01% | 1,692 | $155K | Reduce -3.1% |
| RSPH Invesco S&P 500 Equal Weight | 0.01% | 5,300 | $155K | No change |
| GIS General Mills Inc. | 0.01% | 2,983 | $155K | Reduce -25.1% |
| PHYS Sprott Physical Gold Trust | 0.01% | 6,090 | $154K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.01% | 1,677 | $154K | Add +0.6% |
| FXI iShares China Large-Cap ETF | 0.01% | 4,150 | $153K | No change |
| BUFF Innovator Laddered Allocatio | 0.01% | 3,230 | $152K | No change |
| NBTB N B T Bancorp Inc. | 0.01% | 3,624 | $151K | New |
| VLTO Veralto Corp. | 0.01% | 1,488 | $150K | Reduce -8.6% |
| PWB Invesco Large Cap Growth ETF | 0.01% | 1,241 | $146K | Reduce -3.9% |
| AMAT Applied Materials Inc. | 0.01% | 789 | $144K | Add +4.6% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 2,530 | $144K | Add +0.2% |
| COIN Coinbase Global Inc. Class A | 0.01% | 410 | $144K | Reduce -30.0% |
| CRSP Crispr Therapeutics AG | 0.01% | 2,950 | $143K | Reduce -21.4% |
| PGR Progressive Corp. | 0.01% | 537 | $143K | Reduce -7.6% |
| VAC Marriott Vacations World | 0.01% | 1,977 | $143K | No change |
| TRV The Travelers Cos Inc. | 0.01% | 531 | $142K | No change |
| KMI Kinder Morgan Inc. | 0.01% | 4,730 | $139K | No change |
| EWJ iShares MSCI Japan ETF | 0.01% | 1,851 | $139K | Add +3.4% |
| IEO iShares U.S. Oil & Gas Explo | 0.01% | 1,550 | $137K | Reduce -24.4% |
| RY Royal Bank of Canada | 0.01% | 1,042 | $137K | No change |
| LMBS First Trust Low Duration Opp | 0.01% | 2,746 | $135K | No change |
| CP Canadian Pacific Kansas City | 0.01% | 1,694 | $134K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 502 | $134K | Reduce -8.1% |
| SYY Sysco Corp. | 0.01% | 1,763 | $134K | Reduce -19.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 302 | $133K | No change |
| ELV Elevance Health Inc. | 0.01% | 340 | $132K | Reduce -2.6% |
| IEMG iShares Core MSCI Emerging | 0.01% | 2,192 | $132K | Add +140.6% |
| EBAY eBay Inc. | 0.01% | 1,762 | $131K | No change |
| CME Cme Group Inc. | 0.01% | 472 | $130K | Add +176.0% |
| MUSA Murphy USA Inc. | 0.01% | 319 | $130K | Add +16.9% |
| PRM Perimeter Solutions Inc. | 0.01% | 9,315 | $130K | No change |
| XLI SS Industrial Select Sector | 0.01% | 878 | $130K | No change |
| WMB Williams Cos Inc. | 0.01% | 2,045 | $128K | Add +13.5% |
| BDX Becton Dickinson and Co. | 0.01% | 741 | $128K | Reduce -73.4% |
| CAH Cardinal Health Inc. | 0.01% | 751 | $126K | Add +25.0% |
| RBC RBC Bearings Inc. | 0.01% | 327 | $126K | Add +19.8% |
| PFG Principal Financial Group | 0.01% | 1,576 | $125K | No change |
| TT Trane Technologies PLC | 0.01% | 284 | $124K | Reduce -6.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.01% | 3,030 | $124K | No change |
| JPST JPMorgan Ultra-Short Income | 0.01% | 2,414 | $122K | Add +7.0% |
| SRE Sempra | 0.01% | 1,612 | $122K | Add +88.5% |
| BXSL Blackstone Secured Lending F | 0.01% | 3,968 | $122K | No change |
| GPC Genuine Parts Co. | 0.01% | 1,002 | $122K | No change |
| CNM Core & Main Inc. Class A | 0.01% | 2,010 | $121K | Reduce -25.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 1,291 | $121K | No change |
| LYV Live Nation Entertainment Inc. | 0.01% | 800 | $121K | Reduce -20.0% |
| IYJ iShares U.S. Industrials ETF | 0.01% | 850 | $121K | No change |
| BST BlackRock Science & Tech TR | 0.01% | 3,163 | $121K | Reduce -9.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.01% | 4,495 | $120K | No change |
| HLNE Hamilton Lane Inc. Class A | 0.01% | 834 | $119K | No change |
| MANH Manhattan Associates Inc. | 0.01% | 600 | $118K | Add +8.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 2,485 | $115K | Add +51.0% |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 1,137 | $115K | No change |
| GSHD Goosehead Insurance Inc. Class A | 0.01% | 1,083 | $114K | Add +9.9% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 454 | $114K | Add +52.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.01% | 2,091 | $114K | Add +285.1% |
| CWST Casella Waste Systems Inc. Class A | 0.01% | 975 | $112K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.01% | 2,127 | $112K | Add +8.6% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 2,196 | $109K | Reduce -11.5% |
| APPF Appfolio Inc. Class A | 0.01% | 467 | $108K | No change |
| NEM Newmont Corp. | 0.01% | 1,821 | $106K | Reduce -2.7% |
| DFIV Dimensional International Va | 0.01% | 2,460 | $105K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 4,160 | $105K | No change |
| ALLW State Street Brgwtr All WTHR | 0.01% | 3,979 | $104K | New |
| DXCM Dexcom Inc. | 0.01% | 1,185 | $103K | Reduce -70.1% |
| ROST Ross Stores Inc. | 0.01% | 805 | $103K | No change |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.01% | 4,190 | $102K | New |
| MELI MercadoLibre Inc. | 0.01% | 39 | $102K | Reduce -9.3% |
| EMO Clearbridge Energy Midstream | 0.01% | 2,112 | $101K | No change |
| MASI Masimo Corp. | 0.01% | 600 | $101K | Reduce -38.1% |
| EXP Eagle Materials Inc. | 0.01% | 499 | $101K | No change |
| OCTH Innvtr PR INC20 Bar ETF-Oct | 0.01% | 4,210 | $101K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.01% | 800 | $101K | No change |
| AON Aon PLC Class A | 0.01% | 281 | $100K | No change |
| CTRA Coterra Energy Inc. | 0.01% | 3,933 | $100K | Reduce -77.8% |
| IHF iShares U.S. Healthcare Prov | 0.01% | 2,050 | $100K | No change |
| MRSH Marsh & McLennan Cos | 0.01% | 455 | $99K | No change |
| FBT First Trust Nyse Arca Biotec | 0.01% | 615 | $99K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 1,350 | $99K | No change |
| SHAK Shake Shack Inc. Class A | 0.01% | 700 | $98K | Reduce -39.1% |
| HQY Healthequity Inc. | 0.01% | 927 | $97K | No change |
| WSM Williams-Sonoma Inc. | 0.01% | 593 | $97K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.01% | 1,158 | $97K | Reduce -6.2% |
| TYL Tyler Technologies Inc. | 0.01% | 162 | $96K | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.01% | 5,000 | $95K | No change |
| DFAC Dimensional US Core Equity 2 | 0.01% | 2,637 | $95K | No change |
| LIN Linde PLC | 0.01% | 201 | $94K | No change |
| WDFC WD-40 Co. | 0.01% | 413 | $94K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.01% | 3,656 | $94K | No change |
| AXON Axon Enterprise Inc. | 0.01% | 111 | $92K | Add +4.7% |
| KNCT Invesco Next Gen Connectivit | 0.01% | 780 | $92K | No change |
| ED Consolidated Edison Inc. | 0.01% | 912 | $92K | No change |
| CLM Cornerstone Strategic Invest | 0.01% | 11,204 | $91K | No change |
| HAYW Hayward Holdings Inc. | 0.01% | 6,571 | $91K | Add +28.9% |
| FSS Federal Signal Corp. | 0.01% | 851 | $91K | Add +29.3% |
| EQT Eqt Corp. | 0.01% | 1,550 | $90K | No change |
| DSGX The Descartes Systems Grp | 0.01% | 889 | $90K | No change |
| AME Ametek Inc. | 0.01% | 498 | $90K | No change |
| HUBS HubSpot Inc. | 0.01% | 89,546 | $90K | Reduce -0.0% |
| DOV Dover Corp. | 0.01% | 488 | $89K | No change |
| MORN Morningstar Inc. | 0.01% | 283 | $89K | No change |
| ANET Arista Networks Inc. | 0.01% | 862 | $88K | Add +669.6% |
| PRF Invesco Rafi US 1000 ETF | 0.01% | 2,083 | $88K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 964 | $88K | Add +0.6% |
| INFY Infosys Ltd.-SP ADR | 0.01% | 4,721 | $87K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 780 | $87K | Add +73.0% |
| OKE Oneok Inc. | 0.01% | 1,069 | $87K | No change |
| NOVT Novanta Inc. | 0.01% | 671 | $87K | Add +29.0% |
| PAYC Paycom Software Inc. | 0.01% | 373 | $86K | No change |
| AEP American Electric Power | 0.01% | 831 | $86K | Reduce -67.9% |
| BND Vanguard Total Bond Market | 0.01% | 1,171 | $86K | Reduce -1.9% |
| VUSB Vanguard Ultra Short Bond Et | 0.01% | 1,713 | $85K | No change |
| BR Broadridge Financial Solutio | 0.01% | 350 | $85K | No change |
| MEDP Medpace Holdings Inc. | 0.01% | 271 | $85K | No change |
| PTY PIMCO Corporate & Income Opp | 0.01% | 6,109 | $85K | No change |
| CRL Charles River Laboratories | 0.01% | 555 | $84K | Add +41.9% |
| VST Vistra Corp. | 0.01% | 433 | $84K | Add +0.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 1,275 | $84K | No change |
| HPI John Hancock Prefer Inc. | 0.01% | 5,175 | $83K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 3,360 | $82K | No change |
| D Dominion Energy Inc. | 0.01% | 1,455 | $82K | Add +1.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.01% | 977 | $82K | No change |
| ODFL Old Dominion Freight Line | 0.01% | 501 | $81K | Add +113.2% |
| DD Dupont DE Nemours Inc. | 0.01% | 1,169 | $80K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 3,555 | $80K | Add +99.9% |
| BIV Vanguard Intermediate-Term B | 0.01% | 1,032 | $80K | No change |
| AGYS Agilysys Inc. | 0.01% | 695 | $80K | Add +14.1% |
| DBA Invesco DB Agriculture Fund | 0.01% | 3,033 | $79K | No change |
| CSW CSW Industrials Inc. | 0.01% | 275 | $79K | Add +27.3% |
| FCX Freeport-McMoran Inc. | 0.01% | 1,819 | $79K | Reduce -7.6% |
| BROS Dutch Bros Inc. Class A | 0.01% | 1,146 | $78K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 273 | $78K | No change |
| HAL Halliburton Co. | 0.01% | 3,754 | $77K | No change |
| ALRM Alarm.com Holdings Inc. | 0.01% | 1,351 | $76K | No change |
| CTVA Corteva Inc. | 0.01% | 1,020 | $76K | Add +0.2% |
| JULD Innov Prem Inc. 10 Barr-July | 0.01% | 3,012 | $75K | No change |
| AIT Applied Industrial Tech Inc. | 0.01% | 321 | $75K | Add +100.6% |
| SPSC SPS Commerce Inc. | 0.01% | 548 | $75K | No change |
| NZF Nuveen Municipal Credit Inc. | 0.01% | 6,244 | $74K | Add +19.1% |
| SMIN iShares MSCI India Small-Cap | 0.01% | 963 | $74K | Reduce -4.9% |
| XMMO Invesco S&P Midcap Momentum | 0.01% | 575 | $74K | No change |
| PCOR Procore Technologies Inc. | 0.01% | 1,072 | $73K | No change |
| UL Unilever PLC | 0.01% | 1,197 | $73K | No change |
| RMD Resmed Inc. | 0.01% | 283 | $73K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.01% | 1,709 | $73K | No change |
| CPRT Copart Inc. | 0.01% | 1,478 | $73K | Add +52.4% |
| EXPO Exponent Inc. | 0.01% | 970 | $72K | No change |
| JOBY Joby Aviation Inc. | 0.01% | 6,800 | $72K | No change |
| UTHR United Therapeutics Corp. | 0.01% | 249 | $72K | Add +730.0% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 527 | $71K | No change |
| VOX Vanguard Communication Servi | 0.01% | 410 | $70K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 171 | $69K | Reduce -56.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.01% | 1,098 | $69K | Reduce -9.8% |
| FIVE Five Below | 0.01% | 526 | $69K | No change |
| UTZ Utz Brands Inc. | 0.01% | 5,481 | $69K | Add +37.6% |
| AOM iShares Core 40/60 Moderate | 0.01% | 1,487 | $68K | Add +1.7% |
| GEHC GE Healthcare Technology | 0.01% | 924 | $68K | Add +85.5% |
| SITE Siteone Landscape Supply Inc. | 0.01% | 565 | $68K | No change |
| OXY Occidental Petroleum Corp. | 0.01% | 1,604 | $67K | Reduce -24.1% |
| GPN Global Payments Inc. | 0.01% | 835 | $67K | Reduce -63.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 493 | $66K | No change |
| SYF Synchrony Financial | 0.01% | 983 | $66K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 481 | $65K | Reduce -22.3% |
| MLM Martin Marietta Materials | 0.01% | 118 | $65K | No change |
| EGBN Eagle Bancorp Inc. | 0.01% | 3,316 | $65K | No change |
| COP Conocophillips | 0.01% | 719 | $65K | Reduce -90.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 331 | $64K | No change |
| QQXT First Trust Nasdaq-100 Ex-Te | 0.01% | 640 | $63K | Add +0.2% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.01% | 350 | $63K | No change |
| FIS Fidelity National Info Serv | 0.01% | 770 | $63K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 514 | $62K | No change |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 0.01% | 1,990 | $62K | Reduce -7.0% |
| UTF Cohen & Steers Infrastructur | 0.01% | 2,272 | $61K | No change |
| SAP Sap SE-Sponsored ADR | 0.01% | 200 | $61K | New |
| NI Nisource Inc. | 0.01% | 1,500 | $61K | No change |
| PRU Prudential Financial Inc. | 0.01% | 561 | $60K | No change |
| AJUL Invtr Eq DP ETF-2Y-JULY28-Ui | 0.01% | 2,128 | $59K | No change |
| DELL Dell Technologies -C | 0.01% | 482 | $59K | Reduce -56.7% |
| SEIC Sei Investments Company | 0.01% | 650 | $58K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.01% | 2,500 | $58K | No change |
| RDVY First Trust Rising Dividend | 0.01% | 925 | $58K | No change |
| THRO iShares U.S. Thematic Rotati | 0.01% | 1,627 | $58K | New |
| SDVY First Trust Smid Cap Rising | 0.01% | 1,610 | $57K | No change |
| PLOW Douglas Dynamics Inc. | 0.01% | 1,922 | $57K | No change |
| ADI Analog Devices Inc. | 0.01% | 237 | $56K | No change |
| DG Dollar General Corp. | 0.01% | 492 | $56K | Add +35.2% |
| AGG iShares Core U.S. Aggregate | 0.01% | 567 | $56K | No change |
| GSIE Goldman Sachs Activebeta Int | 0.01% | 1,417 | $56K | No change |
| EME Emcor Group Inc. | 0.01% | 105 | $56K | Add +110.0% |
| NN Nextnav Inc. | 0.01% | 3,685 | $56K | Add +71.0% |
| VTR Ventas Inc. | 0.01% | 885 | $56K | No change |
| TLT iShares 20+ Year Treasury BD | 0.01% | 631 | $56K | Add +1477.5% |
| PBAP Pgim S&P 500 Buffer 20-Apr | 0.00% | 2,000 | $55K | New |
| GFL GFL Environmental Inc.-Sub VT | 0.00% | 1,100 | $55K | No change |
| PSA Public Storage | 0.00% | 189 | $55K | Add +384.6% |
| KAI Kadant Inc. | 0.00% | 174 | $55K | Add +55.4% |
| GL Globe Life Inc. | 0.00% | 441 | $55K | No change |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 0.00% | 866 | $55K | No change |
| FNF Fidelity National Financial | 0.00% | 973 | $55K | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.00% | 521 | $54K | Reduce -9.7% |
| SCHI Schwab 5-10 Year Corporate B | 0.00% | 2,386 | $54K | No change |
| ETF OPPORTUNITIES TRUST | 0.00% | 1,680 | $54K | No change |
| A Agilent Technologies Inc. | 0.00% | 455 | $54K | No change |
| DNP DNP Select Income Fund Inc. | 0.00% | 5,475 | $54K | No change |
| RGLD Royal Gold Inc. | 0.00% | 300 | $53K | No change |
| UDEC Innovator U.S. Equity Ultra | 0.00% | 1,458 | $53K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 626 | $53K | Add +5.9% |
| FPXI First Trust International Eq | 0.00% | 939 | $53K | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.00% | 2,500 | $53K | No change |
| FLUT Flutter Entertainment PLC-Di | 0.00% | 184 | $53K | No change |
| MU Micron Technology Inc. | 0.00% | 425 | $52K | No change |
| SSD Simpson Manufacturing Co. Inc. | 0.00% | 336 | $52K | No change |
| MTZ Mastec Inc. | 0.00% | 306 | $52K | Reduce -8.9% |
| XJPIX Nuveen Preferred Securities | 0.00% | 2,500 | $52K | No change |
| MPLX MPLX LP | 0.00% | 1,000 | $52K | No change |
| DVA Davita Inc. | 0.00% | 360 | $51K | No change |
| LMAT Lemaitre Vascular Inc. | 0.00% | 615 | $51K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.00% | 1,987 | $51K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.00% | 2,000 | $51K | No change |
| FNB FNB Corp. | 0.00% | 3,458 | $50K | No change |
| MUB iShares National Muni Bond E | 0.00% | 482 | $50K | No change |
| DOW Dow Inc. | 0.00% | 1,898 | $50K | Reduce -7.2% |
| MP MP Materials Corp. | 0.00% | 1,510 | $50K | Add +51.0% |
| JULH Innov Prem Inc. 20 Barr-July | 0.00% | 2,020 | $50K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 600 | $50K | Reduce -48.3% |
| JBTM JBT Marel Corp. | 0.00% | 408 | $49K | Reduce -29.8% |
| AB Alliancebernstein Holding LP | 0.00% | 1,200 | $49K | Reduce -4.0% |
| LSTR Landstar System Inc. | 0.00% | 350 | $49K | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.00% | 970 | $48K | No change |
| ISCV iShares Morningstar Small-Ca | 0.00% | 759 | $47K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 641 | $47K | No change |
| EXPE Expedia Group Inc. | 0.00% | 275 | $46K | No change |
| XMVM Invesco S&P Midcap Value Wit | 0.00% | 825 | $46K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 950 | $45K | No change |
| WY Weyerhaeuser Co. | 0.00% | 1,763 | $45K | No change |
| TGT Target Corp. | 0.00% | 457 | $45K | Add +1.1% |
| BOTZ Global X Robotics & Artifici | 0.00% | 1,376 | $45K | No change |
| HRL Hormel Foods Corp. | 0.00% | 1,480 | $45K | No change |
| AIG American International Group | 0.00% | 511 | $44K | No change |
| TEAM Atlassian Corp. Class A | 0.00% | 215 | $44K | Reduce -84.7% |
| FND Floor & Decor Holdings Inc. Class A | 0.00% | 574 | $44K | No change |
| IDV iShares International Select | 0.00% | 1,262 | $44K | No change |
| MGMT Ballast Small/Mid Cap ETF | 0.00% | 1,095 | $43K | Reduce -21.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 420 | $43K | Reduce -32.9% |
| TRUP Trupanion Inc. | 0.00% | 773 | $43K | Reduce -33.3% |
| KMX Carmax Inc. | 0.00% | 634 | $43K | Reduce -26.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.00% | 1,539 | $42K | New |
| XLC SS Comm Select Sector SPDR | 0.00% | 384 | $42K | Add +46.6% |
| MET Metlife Inc. | 0.00% | 518 | $42K | No change |
| CET Central Securities Corp. | 0.00% | 866 | $41K | No change |
| ARKB ARK 21SHARES Bitcoin ETF | 0.00% | 1,155 | $41K | Add +2.7% |
| PEG Public Service Enterprise GP | 0.00% | 489 | $41K | No change |
| GM General Motors Co. | 0.00% | 835 | $41K | No change |
| XSMO Invesco S&P Smallcap Momentu | 0.00% | 600 | $41K | No change |
| NTRS Northern Trust Corp. | 0.00% | 320 | $41K | Add +68.4% |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 1,212 | $40K | Reduce -48.1% |
| INNOVATOR ETFS TRUST | 0.00% | 1,674 | $40K | No change |
| TFC Truist Financial Corp. | 0.00% | 931 | $40K | Reduce -48.2% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.00% | 565 | $40K | No change |
| CAC Camden National Corp. | 0.00% | 975 | $40K | Reduce -16.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 163 | $39K | Add +262.2% |
| NATH Nathan's Famous Inc. | 0.00% | 350 | $39K | No change |
| AES AES Corp. | 0.00% | 3,659 | $38K | No change |
| NPV Nuveen Va QLTY Muni Inc. | 0.00% | 3,413 | $38K | No change |
| ESE Esco Technologies Inc. | 0.00% | 199 | $38K | New |
| CNP Centerpoint Energy Inc. | 0.00% | 1,034 | $38K | No change |
| MKTX Marketaxess Holdings Inc. | 0.00% | 167 | $37K | New |
| NVT Nvent Electric PLC | 0.00% | 500 | $37K | No change |
| LUV Southwest Airlines Co. | 0.00% | 1,122 | $36K | Add +10.3% |
| MYRG MYR Group Inc./Delaware | 0.00% | 200 | $36K | No change |
| IJUL Innovator International Deve | 0.00% | 1,110 | $35K | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.00% | 352 | $35K | Add +590.2% |
| DWX State Street SPDR S&P Intern | 0.00% | 830 | $35K | No change |
| TTAN Servicetitan Inc. Class A | 0.00% | 324 | $35K | No change |
| EVTC Evertec Inc. | 0.00% | 963 | $35K | Reduce -34.4% |
| SHEL Shell PLC-ADR | 0.00% | 493 | $35K | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.00% | 2,468 | $34K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.00% | 1,825 | $34K | No change |
| XSVM Invesco S&P Smallcap Value W | 0.00% | 650 | $34K | No change |
| FCVT First Trust Ssi Strategi ETF | 0.00% | 850 | $33K | No change |
| MCK McKesson Corp. | 0.00% | 45 | $33K | No change |
| IYG iShares U.S. Financial Servi | 0.00% | 383 | $33K | Add +41.9% |
| MOH Molina Healthcare Inc. | 0.00% | 110 | $33K | Add +10.0% |
| MAGS Roundhill Magnificent Seven | 0.00% | 580 | $32K | New |
| LEN Lennar Corp. Class A | 0.00% | 290 | $32K | Add +27.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 647 | $32K | Add +75.8% |
| ESGD iShares Trust iShares ESG Aw | 0.00% | 353 | $31K | Add +3.5% |
| DFAE Dimensional Emerging Core Eq | 0.00% | 1,080 | $31K | No change |
| IT Gartner Inc. | 0.00% | 77 | $31K | No change |
| ORI Old Republic Intl Corp. | 0.00% | 803 | $31K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 394 | $30K | Reduce -45.0% |
| IRDM Iridium Communications Inc. | 0.00% | 1,000 | $30K | No change |
| MGM MGM Resorts International | 0.00% | 872 | $30K | No change |
| NMI Nuveen Municipal Income | 0.00% | 2,975 | $30K | New |
| KRE SS SPDR S&P Regional Bank | 0.00% | 500 | $30K | Reduce -50.0% |
| HISF First TR Hi Inc. Strat Foc | 0.00% | 660 | $30K | No change |
| QCLN First Trust Nasdaq Clean Edg | 0.00% | 901 | $29K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 2,703 | $29K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.00% | 3,350 | $29K | No change |
| STX Seagate Technology Holdings | 0.00% | 203 | $29K | No change |
| TSCO Tractor Supply Company | 0.00% | 555 | $29K | No change |
| M Macy's Inc. | 0.00% | 2,500 | $29K | No change |
| URA Global X Uranium ETF | 0.00% | 750 | $29K | No change |
| VLU SS SPDR S&P 1500 Value Tilt | 0.00% | 150 | $29K | No change |
| AVB Avalonbay Communities Inc. | 0.00% | 141 | $29K | No change |
| WTW Willis Towers Watson PLC | 0.00% | 93 | $29K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.00% | 1,460 | $28K | Add +192.0% |
| FSLR First Solar Inc. | 0.00% | 172 | $28K | Add +138.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 297 | $28K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.00% | 1,115 | $28K | Reduce -55.8% |
| UBSI United Bankshares Inc. | 0.00% | 770 | $28K | No change |
| FTV Fortive Corp. | 0.00% | 538 | $28K | No change |
| XLP SS Consumer Staples Sel Sect | 0.00% | 346 | $28K | Reduce -4.7% |
| CHD Church & Dwight Co. Inc. | 0.00% | 290 | $28K | No change |
| SCHX Schwab US Large-Cap ETF | 0.00% | 1,127 | $28K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.00% | 1,200 | $28K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 122 | $27K | New |
| DAL Delta Air Lines Inc. | 0.00% | 556 | $27K | Add +0.2% |
| TPZ Tort Electf Infra ETF-Usd Inc. filed as TORTOISE CAPITAL SERIES TRUS | 0.00% | 1,332 | $27K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 66 | $27K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.00% | 1,350 | $27K | No change |
| NUE Nucor Corp. | 0.00% | 205 | $27K | No change |
| IUSV iShares Core S&P U.S. Value | 0.00% | 280 | $26K | No change |
| KBH KB Home | 0.00% | 500 | $26K | No change |
| EMLP First Trust North American E | 0.00% | 702 | $26K | No change |
| PCN PIMCO Corporate & Income STR | 0.00% | 2,071 | $26K | No change |
| CAKE The Cheesecake Factory Inc. | 0.00% | 418 | $26K | No change |
| CNC Centene Corp. | 0.00% | 478 | $26K | Reduce -37.1% |
| DFE Wisdomtree Eur S/C Dividend | 0.00% | 370 | $26K | No change |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.00% | 1,046 | $26K | New |
| BAI Ishrs AI in and Tech Act ETF | 0.00% | 887 | $26K | New |
| APRH Innov Prem Inc. 20 Barr-April | 0.00% | 1,018 | $25K | No change |
| LW Lamb Weston Holdings Inc. | 0.00% | 484 | $25K | Add +12.0% |
| IXC iShares Global Energy ETF | 0.00% | 638 | $25K | No change |
| DHC Diversified Healthcare Trust | 0.00% | 7,000 | $25K | No change |
| HST Host Hotels & Resorts Inc. | 0.00% | 1,624 | $25K | No change |
| UITB Victoryshares Core Intermedi | 0.00% | 528 | $25K | No change |
| MSI Motorola Solutions Inc. | 0.00% | 59 | $25K | Add +3.5% |
| JNK SS SPDR BB High Yield Bond | 0.00% | 254 | $25K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 2,183 | $25K | No change |
| GRMN Garmin Ltd. | 0.00% | 117 | $24K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 219 | $24K | Add +3.3% |
| IP International Paper Co. | 0.00% | 512 | $24K | Reduce -11.3% |
| CACI Caci International Inc. Class A | 0.00% | 50 | $24K | No change |
| VONV Vanguard Russell 1000 Value | 0.00% | 276 | $24K | Reduce -37.3% |
| SOLV Solventum Corp. | 0.00% | 308 | $23K | No change |
| BVFL BV Financial Inc. filed as BV FINL INC | 0.00% | 1,530 | $23K | New |
| KLAC KLA Corp. | 0.00% | 26 | $23K | No change |
| EVH Evolent Health Inc. Class A | 0.00% | 2,058 | $23K | No change |
| PH Parker Hannifin Corp. | 0.00% | 33 | $23K | No change |
| DVN Devon Energy Corp. | 0.00% | 724 | $23K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 1,660 | $23K | New |
| SUB iShares Short-Term National | 0.00% | 214 | $23K | Add +8.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 230 | $23K | No change |
| XLB SS Materials Select Sector | 0.00% | 257 | $23K | No change |
| CR Crane Co. | 0.00% | 118 | $22K | No change |
| SB Safe Bulkers Inc. | 0.00% | 6,200 | $22K | No change |
| IBKR Interactive Brokers Gro Class A | 0.00% | 400 | $22K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 840 | $22K | No change |
| ARKK ARK Innovation ETF | 0.00% | 309 | $22K | No change |
| PPL PPL Corp. | 0.00% | 630 | $21K | Reduce -3.4% |
| ARGT Global X MSCI Argentina ETF | 0.00% | 250 | $21K | Reduce -83.3% |
| BKSY Blacksky Technology Inc. | 0.00% | 1,000 | $21K | No change |
| CAG Conagra Brands Inc. | 0.00% | 1,000 | $20K | No change |
| CVS CVS Health Corp. | 0.00% | 293 | $20K | Reduce -36.4% |
| VGK Vanguard Ftse Europe ETF | 0.00% | 259 | $20K | No change |
| ETR Entergy Corp. | 0.00% | 240 | $20K | No change |
| MPB Mid Penn Bancorp Inc. | 0.00% | 702 | $20K | No change |
| RSPU Invesco S&P 500 Equal Weight | 0.00% | 276 | $20K | No change |
| TEL Te Connectivity PLC | 0.00% | 115 | $19K | No change |
| OVV Ovintiv Inc. | 0.00% | 509 | $19K | No change |
| MAS Masco Corp. | 0.00% | 300 | $19K | Reduce -33.3% |
| JIRE JPMorgan Int Res Enh Eqty | 0.00% | 270 | $19K | No change |
| CVIE Cal Intl Responsible Index | 0.00% | 288 | $19K | New |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 235 | $19K | No change |
| RSPG Invesco S&P 500 Equal Weight | 0.00% | 250 | $19K | No change |
| BSMS Invesco Bulletshares 2028 MB | 0.00% | 800 | $19K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 60 | $18K | Reduce -45.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 350 | $18K | No change |
| MKC.V McCormick & Co. Inc. VTG Com | 0.00% | 244 | $18K | Reduce -18.7% |
| OHI Omega Healthcare Investors | 0.00% | 500 | $18K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 177 | $18K | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 631 | $18K | No change |
| BP BP PLC-Spons ADR | 0.00% | 588 | $18K | No change |
| LNT Alliant Energy Corp. | 0.00% | 286 | $17K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 166 | $17K | No change |
| VFH Vanguard Financials ETF | 0.00% | 133 | $17K | Reduce -37.6% |
| MFC Manulife Financial Corp. | 0.00% | 523 | $17K | Add +34.1% |
| VTRS Viatris Inc. | 0.00% | 1,870 | $17K | Add +44.5% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.00% | 1,925 | $17K | No change |
| MRNA Moderna Inc. | 0.00% | 600 | $17K | Reduce -26.6% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.00% | 1,500 | $16K | No change |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.00% | 510 | $16K | No change |
| GAP The Gap Inc. | 0.00% | 742 | $16K | No change |
| FIX Comfort Systems USA Inc. | 0.00% | 30 | $16K | No change |
| FRSH Freshworks Inc. Class A | 0.00% | 1,076 | $16K | No change |
| BSMT Invesco Bulletshares 2029 MB | 0.00% | 700 | $16K | No change |
| RFI Cohen & Steers Tot Ret RLTY | 0.00% | 1,315 | $16K | No change |
| WIX Wix.com Ltd. | 0.00% | 100 | $16K | No change |
| XFOFX Cohen & Steers Closed-End Op | 0.00% | 1,250 | $16K | No change |
| ETHE Grayscale Ethereum Staking E | 0.00% | 751 | $16K | No change |
| IPAY Amplify Digital Payments ETF | 0.00% | 260 | $16K | No change |
| KYN Kayne Anderson Energy Infra | 0.00% | 1,209 | $15K | No change |
| CLX Clorox Company | 0.00% | 128 | $15K | Add +3.2% |
| MPWR Monolithic Power Systems Inc. | 0.00% | 21 | $15K | No change |
| POWL Powell Industries Inc. | 0.00% | 72 | $15K | No change |
| NMAX Newsmax Inc. | 0.00% | 1,000 | $15K | New |
| TD Toronto-Dominion Bank | 0.00% | 200 | $15K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 134 | $15K | No change |
| BEN Franklin Templeton Inc. | 0.00% | 604 | $14K | Reduce -27.1% |
| BN Brookfield Corp. | 0.00% | 232 | $14K | No change |
| IYM iShares U.S. Basic Materials | 0.00% | 100 | $14K | No change |
| EWG iShares MSCI Germany ETF | 0.00% | 329 | $14K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 1,500 | $14K | No change |
| OIH Vaneck Oil Services ETF | 0.00% | 60 | $14K | Reduce -72.7% |
| RACE Ferrari NV | 0.00% | 28 | $14K | No change |
| AOK iShares Core 30/70 Conservat | 0.00% | 347 | $14K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 200 | $13K | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 460 | $13K | No change |
| SAM Boston Beer Company Inc. Class A | 0.00% | 70 | $13K | No change |
| TTWO Take-Two Interactive Softwre | 0.00% | 55 | $13K | Add +41.0% |
| VGIT Vanguard Intermediate-Term T | 0.00% | 223 | $13K | No change |
| MBB iShares MBS ETF | 0.00% | 142 | $13K | Add +46.4% |
| ATO Atmos Energy Corp. | 0.00% | 86 | $13K | No change |
| EQH Equitable Holdings Inc. | 0.00% | 235 | $13K | No change |
| J Jacobs Solutions Inc. | 0.00% | 100 | $13K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 73 | $13K | No change |
| HDB HDFC Bank Ltd.-ADR | 0.00% | 171 | $13K | No change |
| BBY Best Buy Co. Inc. | 0.00% | 194 | $13K | Add +546.7% |
| KD Kyndryl Holdings Inc. | 0.00% | 308 | $13K | Add +1.6% |
| MTD Mettler-Toledo International | 0.00% | 11 | $13K | Reduce -89.1% |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 75 | $13K | No change |
| MKTW Marketwise Inc. | 0.00% | 650 | $13K | New |
| IAGG iShares Intl Aggregate Bond | 0.00% | 250 | $13K | Add +1288.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 178 | $13K | No change |
| EAT Brinker International Inc. | 0.00% | 70 | $13K | New |
| SMH Vaneck Semiconductor ETF | 0.00% | 45 | $13K | No change |
| STE Steris PLC | 0.00% | 52 | $12K | No change |
| SEE Sealed Air Corp. | 0.00% | 400 | $12K | No change |
| BLCV BlackRock ETF Trust | 0.00% | 361 | $12K | No change |
| XPO Xpo Inc. | 0.00% | 98 | $12K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.00% | 458 | $12K | New |
| ARKX ARK Space & Defense Innovati | 0.00% | 500 | $12K | No change |
| PJP Invesco Pharmaceuticals ETF | 0.00% | 150 | $12K | No change |
| VCIT Vanguard Int-Term Corporate | 0.00% | 142 | $12K | Reduce -61.9% |
| FCNCA First Citizens Bcshs Class A | 0.00% | 6 | $12K | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 71 | $12K | No change |
| BFOR Barron's 400 ETF | 0.00% | 151 | $12K | No change |
| DUSA Davis Select US Equity ETF | 0.00% | 250 | $12K | No change |
| GBX Greenbrier Companies Inc. | 0.00% | 250 | $12K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 1,000 | $11K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 182 | $11K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 142 | $11K | No change |
| ARKG ARK Genomic Revolution ETF | 0.00% | 460 | $11K | No change |
| VTHR Vanguard Russell 3000 | 0.00% | 41 | $11K | No change |
| ACP Abrdn Income Credit Strat | 0.00% | 1,893 | $11K | No change |
| CPT Camden Property Trust | 0.00% | 99 | $11K | New |
| ABNB Airbnb Inc. Class A | 0.00% | 84 | $11K | Reduce -31.1% |
| LDOS Leidos Holdings Inc. | 0.00% | 70 | $11K | Reduce -91.5% |
| SKX Skechers USA Inc. Class A | 0.00% | 175 | $11K | Add +37.8% |
| HSY The Hershey Co. | 0.00% | 65 | $11K | Reduce -42.0% |
| KVUE Kenvue Inc. | 0.00% | 514 | $11K | No change |
| FPAG Fpa Global Equity ETF New | 0.00% | 315 | $11K | Add +90.9% |
| LYB Lyondellbasell Indu Class A | 0.00% | 184 | $11K | Add +106.7% |
| AWK American Water Works Co. Inc. | 0.00% | 76 | $11K | No change |
| EUFN iShares MSCI Europe Financia | 0.00% | 331 | $10K | No change |
| WTTR Select Water Solutions Inc. | 0.00% | 1,204 | $10K | No change |
| CRH CRH PLC | 0.00% | 113 | $10K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 67 | $10K | No change |
| ALB Albemarle Corp. | 0.00% | 160 | $10K | Add +32.2% |
| JNPR Juniper Networks Inc. | 0.00% | 251 | $10K | No change |
| HES Hess Corp. | 0.00% | 72 | $10K | No change |
| TMDX Transmedics Group Inc. | 0.00% | 74 | $10K | No change |
| WWD Woodward Inc. | 0.00% | 40 | $10K | No change |
| LAMR Lamar Advertising Co. Class A | 0.00% | 80 | $10K | No change |
| CAVA Cava Group Inc. | 0.00% | 115 | $10K | No change |
| PBE Invesco Biotechnology & Geno | 0.00% | 150 | $10K | No change |
| SVC Service Pptys TR | 0.00% | 4,000 | $10K | No change |
| PKG Packaging Corp. of America | 0.00% | 50 | $9K | No change |
| MNST Monster Beverage Corp. | 0.00% | 150 | $9K | No change |
| CGW Invesco S&P Global Water Ind | 0.00% | 150 | $9K | No change |
| CFG Citizens Financial Group | 0.00% | 209 | $9K | No change |
| PNR Pentair PLC | 0.00% | 91 | $9K | No change |
| USB US Bancorp | 0.00% | 206 | $9K | Add +15.1% |
| AOS Smith (a.o.) Corp. | 0.00% | 142 | $9K | No change |
| BIIB Biogen Inc. | 0.00% | 74 | $9K | Add +311.1% |
| LKQ LKQ Corp. | 0.00% | 250 | $9K | No change |
| SNPS Synopsys Inc. | 0.00% | 18 | $9K | Reduce -45.5% |
| FUN Six Flags Entertainment Corp. | 0.00% | 300 | $9K | No change |
| TPR Tapestry Inc. | 0.00% | 103 | $9K | No change |
| MCO Moody's Corp. | 0.00% | 18 | $9K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.00% | 440 | $9K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 105 | $9K | No change |
| HLI Houlihan Lokey Inc. | 0.00% | 50 | $9K | No change |
| IWC iShares Micro-Cap ETF | 0.00% | 70 | $9K | No change |
| EZU iShares MSCI Eurozone ETF | 0.00% | 150 | $9K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 774 | $9K | Add +67.2% |
| MDB Mongodb Inc. | 0.00% | 42 | $9K | Reduce -34.4% |
| PODD Insulet Corp. | 0.00% | 28 | $9K | No change |
| BBW Build-A-Bear Workshop Inc. | 0.00% | 170 | $9K | Add +41.7% |
| FBIN Fortune Brands Innovations I | 0.00% | 170 | $9K | Reduce -74.5% |
| CSM Proshares Large Cap Core Plu | 0.00% | 124 | $9K | No change |
| FTSM First Trust Enh Short Mat FD | 0.00% | 145 | $9K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 186 | $9K | No change |
| VLO Valero Energy Corp. | 0.00% | 64 | $9K | No change |
| IONQ Ionq Inc. | 0.00% | 200 | $9K | No change |
| DFUV Dimensional US Marketwide Va | 0.00% | 203 | $9K | No change |
| AVAV Aerovironment Inc. | 0.00% | 30 | $9K | No change |
| EPRT Essential Properties Realty | 0.00% | 259 | $8K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 79 | $8K | No change |
| ICLR Icon PLC | 0.00% | 56 | $8K | Add +40.0% |
| LUMN Lumen Technologies Inc. | 0.00% | 1,817 | $8K | No change |
| SKE Skeena Resources Ltd. | 0.00% | 500 | $8K | New |
| SFM Sprouts Farmers Market Inc. | 0.00% | 48 | $8K | New |
| CODI Compass Diversified Holdings | 0.00% | 1,250 | $8K | No change |
| CDNA Caredx Inc. | 0.00% | 400 | $8K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.00% | 106 | $8K | No change |
| UA Under Armour Inc. Class C | 0.00% | 2,431 | $8K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 557 | $8K | No change |
| RF Regions Financial Corp. | 0.00% | 325 | $8K | No change |
| CVE Cenovus Energy Inc. | 0.00% | 547 | $7K | No change |
| NRG NRG Energy Inc. | 0.00% | 46 | $7K | Reduce -4.2% |
| APP AppLovin Corp. Class A | 0.00% | 21 | $7K | Reduce -30.0% |
| ES Eversource Energy | 0.00% | 115 | $7K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 22 | $7K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 7 | $7K | No change |
| AMLP Alerian MLP ETF | 0.00% | 149 | $7K | New |
| AMH American Homes 4 Rent- A | 0.00% | 199 | $7K | No change |
| UAA Under Armour Inc. Class A | 0.00% | 1,049 | $7K | No change |
| QSR Restaurant Brands Intern | 0.00% | 108 | $7K | No change |
| NTAP Netapp Inc. | 0.00% | 66 | $7K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 101 | $7K | No change |
| WULF Terawulf Inc. | 0.00% | 1,600 | $7K | No change |
| SLP Simulations Plus Inc. | 0.00% | 400 | $7K | No change |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.00% | 200 | $7K | No change |
| WHR Whirlpool Corp. | 0.00% | 68 | $7K | No change |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.00% | 100 | $7K | No change |
| CVEO Civeo Corp. | 0.00% | 291 | $7K | No change |
| FLG Flagstar Bank NA | 0.00% | 633 | $7K | New |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 91 | $7K | No change |
| AESI Atlas Energy Solutions Inc. | 0.00% | 500 | $7K | Add +150.0% |
| WDC Western Digital Corp. | 0.00% | 104 | $7K | Reduce -65.2% |
| UHT Universal Health RLTY Income | 0.00% | 166 | $7K | Add +66.0% |
| AGNC AGNC Investment Corp. | 0.00% | 720 | $7K | Reduce -53.9% |
| XEL Xcel Energy Inc. | 0.00% | 97 | $7K | No change |
| FROG Jfrog Ltd. | 0.00% | 150 | $7K | No change |
| ACMR Acm Research Inc. Class A | 0.00% | 250 | $6K | No change |
| PBI Pitney Bowes Inc. | 0.00% | 593 | $6K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 80 | $6K | No change |
| CXT Crane NXT Co. | 0.00% | 118 | $6K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 88 | $6K | Reduce -50.3% |
| FEOE First Eagle Overseas Eq ETF | 0.00% | 150 | $6K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 160 | $6K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 225 | $6K | No change |
| ADSK Autodesk Inc. | 0.00% | 20 | $6K | Reduce -64.9% |
| CGBD Carlyle Secured Lending Inc. | 0.00% | 450 | $6K | Reduce -89.3% |
| WST West Pharmaceutical Services | 0.00% | 28 | $6K | Reduce -30.0% |
| PPTA Perpetua Resources Corp. | 0.00% | 500 | $6K | New |
| CSR Centerspace | 0.00% | 100 | $6K | No change |
| HPQ HP Inc. | 0.00% | 243 | $6K | No change |
| EIX Edison International | 0.00% | 114 | $6K | No change |
| XYL Xylem Inc. | 0.00% | 45 | $6K | Reduce -44.4% |
| ACA Arcosa Inc. | 0.00% | 66 | $6K | No change |
| PATH Uipath Inc. Class A | 0.00% | 440 | $6K | No change |
| RDFN Redfin Corp. | 0.00% | 500 | $6K | No change |
| EA Electronic Arts Inc. | 0.00% | 35 | $6K | Add +191.7% |
| EWU iShares MSCI United Kingdom | 0.00% | 139 | $6K | No change |
| FTNT Fortinet Inc. | 0.00% | 52 | $5K | No change |
| ALGN Align Technology Inc. | 0.00% | 29 | $5K | Add +123.1% |
| PHM Pultegroup Inc. | 0.00% | 52 | $5K | No change |
| PRNT The 3D Printing ETF | 0.00% | 250 | $5K | No change |
| TRN Trinity Industries Inc. | 0.00% | 200 | $5K | No change |
| SCI Service Corp. International | 0.00% | 66 | $5K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 229 | $5K | No change |
| TDOC Teladoc Health Inc. | 0.00% | 600 | $5K | No change |
| TSLX Sixth Street Specialty Lendi | 0.00% | 219 | $5K | Add +2.3% |
| DTE DTE Energy Company | 0.00% | 39 | $5K | No change |
| WYNN WYNN Resorts Ltd. | 0.00% | 55 | $5K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 38 | $5K | Reduce -54.2% |
| KIM Kimco Realty Corp. | 0.00% | 242 | $5K | No change |
| NWSA News Corp. Class A | 0.00% | 169 | $5K | No change |
| DPG Duff & Phelps Utility & Inc. | 0.00% | 400 | $5K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 66 | $5K | New |
| DTCR Global X Data Center & Digit | 0.00% | 260 | $5K | Add +45.3% |
| GXO Gxo Logistics Inc. | 0.00% | 98 | $5K | No change |
| NVAX Novavax Inc. | 0.00% | 756 | $5K | No change |
| AUB Atlantic Union Bankshares Co. | 0.00% | 152 | $5K | Add +794.1% |
| ARCC Ares Capital Corp. | 0.00% | 210 | $5K | No change |
| SW Smurfit Westrock PLC | 0.00% | 105 | $5K | Add +250.0% |
| SGDM Sprott Gold Miners ETF | 0.00% | 100 | $5K | No change |
| KEY Keycorp | 0.00% | 256 | $4K | No change |
| NEUE Neuehealth Inc. | 0.00% | 645 | $4K | No change |
| DASH DoorDash Inc. Class A | 0.00% | 18 | $4K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 211 | $4K | No change |
| WEN The Wendy's Co. | 0.00% | 375 | $4K | No change |
| FITB Fifth Third Bancorp | 0.00% | 103 | $4K | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 62 | $4K | Reduce -22.5% |
| GSK GSK PLC-Spon ADR | 0.00% | 109 | $4K | No change |
| EFX Equifax Inc. | 0.00% | 16 | $4K | Reduce -52.9% |
| PAGP Plains GP Holdings LP | 0.00% | 213 | $4K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 381 | $4K | New |
| XME SS SPDR S&P Metals Mining | 0.00% | 60 | $4K | No change |
| VOYA Voya Financial Inc. | 0.00% | 56 | $4K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 235 | $4K | No change |
| CCL Carnival Corp. | 0.00% | 140 | $4K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 150 | $4K | Reduce -26.8% |
| GNTX Gentex Corp. | 0.00% | 170 | $4K | Reduce -89.5% |
| GATX Gatx Corp. | 0.00% | 24 | $4K | No change |
| CPAY Corpay Inc. | 0.00% | 11 | $4K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 45 | $4K | Add +15.4% |
| SMCI Super Micro Computer Inc. | 0.00% | 74 | $4K | Add +4.2% |
| AMCR Amcor PLC | 0.00% | 394 | $4K | New |
| BAM Brookfield Asset Mgmt-A | 0.00% | 65 | $4K | No change |
| DXJ Wisdomtree Japan Hedged Eq | 0.00% | 31 | $4K | New |
| BSMQ Invesco Bulletshares 2026 MB | 0.00% | 150 | $4K | No change |
| SNY Sanofi-ADR | 0.00% | 73 | $4K | No change |
| SBAC SBA Communications Corp. | 0.00% | 15 | $4K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.00% | 150 | $4K | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 44 | $4K | No change |
| HEDJ Wisdomtree Europe Hedged Equ | 0.00% | 72 | $3K | No change |
| LNC Lincoln National Corp. | 0.00% | 100 | $3K | New |
| MSCI MSCI Inc. | 0.00% | 6 | $3K | Reduce -70.0% |
| PARAA Paramount Global Class B | 0.00% | 267 | $3K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 56 | $3K | No change |
| INCY Incyte Corp. | 0.00% | 49 | $3K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 177 | $3K | No change |
| SLX Vaneck Steel ETF | 0.00% | 50 | $3K | No change |
| NVTS Navitas Semiconductor Corp. | 0.00% | 500 | $3K | No change |
| CZR Caesars Entertainment Inc. | 0.00% | 110 | $3K | New |
| KR Kroger Co. | 0.00% | 43 | $3K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 101 | $3K | No change |
| MAT Mattel Inc. | 0.00% | 153 | $3K | No change |
| VDE Vanguard Energy ETF | 0.00% | 25 | $3K | No change |
| RSG Republic Services Inc. | 0.00% | 12 | $3K | No change |
| VNT Vontier Corp. | 0.00% | 80 | $3K | No change |
| CMA Comerica Inc. | 0.00% | 49 | $3K | No change |
| OMC Omnicom Group | 0.00% | 40 | $3K | No change |
| MRP Millrose Properties | 0.00% | 100 | $3K | New |
| TFPM Triple Flag Precious Met | 0.00% | 120 | $3K | No change |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.00% | 90 | $3K | Add +20.0% |
| DEM Wisdomtree Emerging Markets | 0.00% | 63 | $3K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 19 | $3K | No change |
| MAA Mid-America Apartment Comm | 0.00% | 19 | $3K | No change |
| EXR Extra Space Storage Inc. | 0.00% | 19 | $3K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 32 | $3K | No change |
| BAX Baxter International Inc. | 0.00% | 91 | $3K | Reduce -69.2% |
| DLB Dolby Laboratories Inc. Class A | 0.00% | 36 | $3K | No change |
| KWEB Kranesh Csi China Internet | 0.00% | 77 | $3K | Reduce -91.2% |
| AMTM Amentum Holdings Inc. | 0.00% | 106 | $3K | Add +6.0% |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 27 | $3K | Reduce -42.5% |
| SNA Snap-on Inc. | 0.00% | 8 | $2K | No change |
| FTRE Fortrea Holdings Inc. | 0.00% | 500 | $2K | No change |
| BF.B Brown-Forman Corp. Class B | 0.00% | 90 | $2K | New |
| SPH Suburban Propane Partners LP | 0.00% | 130 | $2K | Add +1.6% |
| AKAM Akamai Technologies Inc. | 0.00% | 30 | $2K | No change |
| ELME Elme Communities | 0.00% | 150 | $2K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 27 | $2K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.00% | 48 | $2K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 42 | $2K | No change |
| CDW CDW Corp. | 0.00% | 13 | $2K | No change |
| SLVM Sylvamo Corp. | 0.00% | 46 | $2K | No change |
| HSIC Henry Schein Inc. | 0.00% | 31 | $2K | No change |
| OZK Bank Ozk | 0.00% | 48 | $2K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 169 | $2K | No change |
| GNR State Street SPDR S&P Global | 0.00% | 40 | $2K | Reduce -86.7% |
| SYFI AB SHRT Duration HGH YLD ETF filed as AB ACTIVE ETFS INC | 0.00% | 60 | $2K | No change |
| B Barrick Mining Corp. | 0.00% | 103 | $2K | Reduce -24.3% |
| FG F&G Annuities & Life Inc. | 0.00% | 66 | $2K | No change |
| OGN Organon & Co. | 0.00% | 217 | $2K | No change |
| PCAR Paccar Inc. | 0.00% | 21 | $2K | No change |
| NGVC Natural Grocers BY Vitamin C | 0.00% | 50 | $2K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 33 | $2K | No change |
| ETHA iShares Ethereum Trust ETF | 0.00% | 100 | $2K | No change |
| NNN NNN REIT Inc. | 0.00% | 44 | $2K | No change |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 65 | $2K | No change |
| LCII Lci Industries | 0.00% | 20 | $2K | No change |
| JLL Jones Lang Lasalle Inc. | 0.00% | 7 | $2K | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 75 | $2K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 14 | $2K | No change |
| INGR Ingredion Inc. | 0.00% | 13 | $2K | No change |
| ANF Abercrombie & Fitch Co. Class A | 0.00% | 20 | $2K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 74 | $2K | No change |
| TOLZ Proshares GLB Infrastructure | 0.00% | 30 | $2K | No change |
| ABUS Arbutus Biopharma Corp. | 0.00% | 500 | $2K | No change |
| SNDK Sandisk Corp. | 0.00% | 34 | $2K | No change |
| EMN Eastman Chemical Co. | 0.00% | 20 | $1K | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.00% | 166 | $1K | No change |
| SG Sweetgreen Inc. Class A | 0.00% | 100 | $1K | No change |
| CHRD Chord Energy Corp. | 0.00% | 15 | $1K | No change |
| NTLA Intellia Therapeutics Inc. | 0.00% | 150 | $1K | No change |
| MVPA Miller Value Partners App filed as ADVISOR MANAGED PORTFOLIOS | 0.00% | 40 | $1K | No change |
| AEE Ameren Corporation | 0.00% | 14 | $1K | Reduce -97.5% |
| FTGC First Trust Global Tactical | 0.00% | 52 | $1K | No change |
| DXC DXC Technology Co. | 0.00% | 83 | $1K | No change |
| WMS Advanced Drainage Systems Inc. | 0.00% | 10 | $1K | No change |
| TFLO iShares Treasury Floating Ra | 0.00% | 22 | $1K | No change |
| VNO Vornado Realty Trust | 0.00% | 29 | $1K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 7 | $1K | Reduce -98.5% |
| TIP iShares Tips Bond ETF | 0.00% | 10 | $1K | No change |
| ALGT Allegiant Travel Co. | 0.00% | 20 | $1K | No change |
| DTM DT Midstream Inc. | 0.00% | 10 | $1K | No change |
| COO The Cooper Cos Inc. | 0.00% | 15 | $1K | No change |
| HLN Haleon PLC-ADR | 0.00% | 100 | $1K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 34 | $1K | No change |
| NIO Nio Inc. - ADR | 0.00% | 301 | $1K | No change |
| ZIMV Zimvie Inc. | 0.00% | 109 | $1K | No change |
| NFG National Fuel Gas Co. | 0.00% | 12 | $1K | No change |
| CROX Crocs Inc. | 0.00% | 10 | $1K | New |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 21 | $969 | No change |
| USIG iShares Broad Usd Investment | 0.00% | 18 | $926 | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 40 | $919 | No change |
| LCID Lucid Group Inc. | 0.00% | 420 | $886 | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 32 | $854 | No change |
| FOCL Edap TMS SA -ADR | 0.00% | 500 | $825 | No change |
| NWL Newell Brands Inc. | 0.00% | 149 | $805 | No change |
| FOXF Fox Factory Holding Corp. | 0.00% | 30 | $778 | No change |
| JWN Nordstrom Inc. | 0.00% | 757 | $757 | No change |
| PFFD Global X US Preferred ETF | 0.00% | 39 | $734 | No change |
| MJ Amplify Alternat Harvest ETF | 0.00% | 40 | $718 | No change |
| OSK Oshkosh Corp. | 0.00% | 6 | $681 | No change |
| XMTR Xometry Inc. Class A | 0.00% | 669 | $669 | No change |
| PRTA Prothena Corp. PLC | 0.00% | 100 | $607 | No change |
| HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I | 0.00% | 87 | $543 | No change |
| CIVI Civitas Resources Inc. | 0.00% | 18 | $495 | No change |
| LITE Lumentum Holdings Inc. | 0.00% | 5 | $475 | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 15 | $452 | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 4 | $431 | Reduce -33.3% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.00% | 5 | $406 | No change |
| AVNS Avanos Medical Inc. | 0.00% | 30 | $367 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 50 | $347 | No change |
| SMG Scotts Miracle-Gro Co. | 0.00% | 5 | $330 | No change |
| WGO Winnebago Industries | 0.00% | 10 | $290 | No change |
| VIAV Viavi Solutions Inc. | 0.00% | 28 | $282 | No change |
| PGX Invesco Preferred ETF | 0.00% | 25 | $278 | No change |
| CBSH Commerce Bancshares Inc. | 0.00% | 4 | $249 | No change |
| NOV Nov Inc. | 0.00% | 20 | $249 | No change |
| OPK Opko Health Inc. | 0.00% | 180 | $238 | No change |
| PHK PIMCO High Income Fund | 0.00% | 49 | $235 | No change |
| SPHY SS SPDR P High Yield ETF | 0.00% | 7 | $167 | Reduce -99.3% |
| MOS The Mosaic Co. | 0.00% | 4 | $157 | No change |
| EMBC Embecta Corp. | 0.00% | 12 | $116 | No change |
| BHVN Biohaven Ltd. | 0.00% | 5 | $71 | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 2 | $53 | No change |
| SPB Spectrum Brands Holdings Inc. | 0.00% | 1 | $53 | No change |
| GWH Ess Tech Inc. | 0.00% | 33 | $44 | No change |
| XIFR XPLR Infrastructure LP | 0.00% | 3 | $25 | No change |
| ONL Orion Properties Inc. | 0.00% | 10 | $21 | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 1 | $17 | No change |
| RIG Transocean Ltd. | 0.00% | 6 | $16 | No change |
| WOLF Wolfspeed Inc. | 0.00% | 29 | $12 | No change |
| CRON Cronos Group Inc. | 0.00% | 5 | $10 | No change |
| TNF PHARMACEUTICALS INC | 0.00% | 34 | $4 | No change |
| PTIX Protagenic Therapeutics Inc. | 0.00% | 1 | $4 | New |
| ALZN Alzamend Neuro Inc. | 0.00% | 1 | $3 | Reduce -55.0% |
| CENN Cenntro Inc. | 0.00% | 1 | $1 | No change |
| HEPA Hepion Pharmaceuticals Inc. | 0.00% | 1 | $0 | New |