| VOO Vanguard S&P 500 ETF | 27.02% | 282,786 | $152.4M | Add +3.5% |
| VEA Vanguard Ftse Developed ETF | 9.57% | 1,128,018 | $53.9M | Add +6.0% |
| VIG Vanguard Dividend Apprec ETF | 5.51% | 158,525 | $31.0M | Add +4.5% |
| VYM Vanguard High DVD Yield ETF | 5.49% | 242,505 | $30.9M | Add +4.4% |
| IJH iShares Core S&P Midcap ETF | 5.30% | 479,644 | $29.9M | Add +2.5% |
| BSV Vanguard Short-Term Bond ETF | 5.09% | 371,351 | $28.7M | Add +2.5% |
| BNDX Vanguard Total Intl Bond ETF | 4.30% | 494,167 | $24.2M | Add +3.9% |
| IVV iShares Core S&P 500 ETF | 3.98% | 38,109 | $22.4M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 2.80% | 137,138 | $15.8M | Add +3.0% |
| BIV Vanguard Intermediate-Term B | 2.77% | 208,662 | $15.6M | Add +2.8% |
| VGSH Vanguard Short-Term Treasury | 2.60% | 251,691 | $14.6M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 2.59% | 331,654 | $14.6M | Add +5.3% |
| ESGV Vanguard ESG US Stock ETF | 2.51% | 134,856 | $14.1M | Add +3.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.99% | 165,691 | $11.2M | Add +6.2% |
| VIGI Vanguard Int Div App Indx FD | 1.90% | 134,124 | $10.7M | Add +5.9% |
| AVGO Broadcom Inc. | 1.13% | 27,391 | $6.4M | Reduce -8.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 21,080 | $6.1M | Add +0.0% |
| VNQ Vanguard Real Estate ETF | 0.82% | 52,014 | $4.6M | Add +5.1% |
| BND Vanguard Total Bond Market | 0.76% | 59,252 | $4.3M | Reduce -1.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.73% | 72,475 | $4.1M | Add +5.4% |
| AAPL Apple Inc. | 0.72% | 16,180 | $4.1M | Reduce -3.0% |
| VCEB Vanguard ESG US Corp. Bond | 0.59% | 53,930 | $3.3M | Add +2.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.55% | 11,551 | $3.1M | Reduce -9.4% |
| MSFT Microsoft Corp. | 0.54% | 7,190 | $3.0M | Reduce -3.3% |
| VGIT Vanguard Intermediate-Term T | 0.48% | 46,205 | $2.7M | Add +2.4% |
| ABBV Abbvie Inc. | 0.42% | 13,425 | $2.4M | Reduce -2.2% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.39% | 41,939 | $2.2M | Reduce -0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.34% | 22,006 | $1.9M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.32% | 2,323 | $1.8M | Reduce -13.6% |
| VXUS Vanguard Total Intl Stock | 0.31% | 29,641 | $1.7M | Add +3.0% |
| NKE Nike Inc. Class B | 0.31% | 22,870 | $1.7M | Add +13.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 2 | $1.4M | No change |
| SCHX Schwab US Large-Cap ETF | 0.24% | 58,307 | $1.4M | Reduce -2.6% |
| SUB iShares Short-Term National | 0.24% | 12,763 | $1.3M | Add +5.9% |
| HD Home Depot Inc. | 0.22% | 3,259 | $1.3M | Reduce -11.9% |
| AMGN Amgen Inc. | 0.22% | 4,707 | $1.2M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 22,200 | $1.1M | Add +7.5% |
| GOOGL Alphabet Inc. Class A | 0.18% | 5,506 | $1.0M | Reduce -2.8% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 7,043 | $906K | Add +10.2% |
| BLV Vanguard Long-Term Bond ETF | 0.16% | 13,215 | $904K | Add +0.5% |
| AMZN Amazon.com Inc. | 0.15% | 3,897 | $855K | Reduce -2.0% |
| PAYX Paychex Inc. | 0.14% | 5,768 | $809K | No change |
| MCD McDonald's Corp. | 0.13% | 2,615 | $758K | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,668 | $756K | Reduce -6.5% |
| QCOM Qualcomm Inc. | 0.13% | 4,815 | $740K | Reduce -0.3% |
| HPQ HP Inc. | 0.13% | 22,292 | $727K | Reduce -1.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 9,033 | $635K | Add +3.0% |
| DGRO iShares Core Dividend Growth | 0.11% | 9,989 | $613K | Reduce -1.2% |
| TXN Texas Instruments Inc. | 0.11% | 3,218 | $603K | Reduce -32.0% |
| CATH Global X S&P 500 Ca Val ETF | 0.11% | 8,423 | $597K | Add +8.7% |
| DFAC Dimensional US Core Equity 2 | 0.10% | 16,945 | $586K | New |
| ACN Accenture PLC Class A | 0.10% | 1,664 | $585K | Reduce -10.8% |
| IDCC Interdigital Inc. | 0.10% | 3,000 | $581K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.10% | 8,818 | $569K | Reduce -5.2% |
| INFY Infosys Ltd.-SP ADR | 0.10% | 25,795 | $565K | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 0.10% | 10,283 | $537K | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.09% | 3,692 | $534K | Reduce -16.6% |
| MRK Merck & Co. Inc. | 0.09% | 5,267 | $524K | Reduce -8.7% |
| SCHH Schwab US REIT ETF | 0.09% | 23,894 | $503K | Add +2.1% |
| XVV iShares ESG Select Screened | 0.08% | 9,997 | $453K | Reduce -0.9% |
| TSLA Tesla Inc. | 0.08% | 1,095 | $442K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 1,787 | $429K | Reduce -6.0% |
| ABT Abbott Laboratories | 0.08% | 3,773 | $427K | Reduce -13.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,929 | $424K | Reduce -3.9% |
| PM Philip Morris International | 0.07% | 3,485 | $419K | Reduce -27.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.07% | 8,700 | $419K | No change |
| DOX Amdocs Ltd. | 0.07% | 4,608 | $392K | Reduce -16.3% |
| NVDA Nvidia Corp. | 0.07% | 2,796 | $375K | Add +47.5% |
| GLD SPDR Gold Shares | 0.07% | 1,550 | $375K | No change |
| HDV iShares Core High Dividend E | 0.06% | 3,068 | $344K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 659 | $343K | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.06% | 5,524 | $327K | Reduce -12.3% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,658 | $316K | Reduce -2.9% |
| KMB Kimberly-Clark Corp. | 0.06% | 2,381 | $312K | Reduce -22.3% |
| PG The Procter & Gamble Co. | 0.05% | 1,806 | $303K | No change |
| ORCL Oracle Corp. | 0.05% | 1,796 | $299K | No change |
| IGRO iShares Intl Div Growth ETF | 0.05% | 4,294 | $292K | Reduce -0.8% |
| GIS General Mills Inc. | 0.05% | 4,482 | $286K | Reduce -9.9% |
| SLV iShares Silver Trust | 0.05% | 10,636 | $280K | No change |
| IYW iShares Ustechnology ETF | 0.05% | 1,732 | $276K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 532 | $272K | New |
| SBUX Starbucks Corp. | 0.05% | 2,941 | $268K | Reduce -1.5% |
| GILD Gilead Sciences Inc. | 0.05% | 2,796 | $258K | Reduce -19.3% |
| UPS United Parcel Service Class B | 0.05% | 2,039 | $257K | Reduce -22.9% |
| EIG Employers Holdings Inc. | 0.04% | 4,948 | $253K | Reduce -1.4% |
| TT Trane Technologies PLC | 0.04% | 682 | $252K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 1,045 | $250K | Reduce -4.8% |
| EMR Emerson Electric Co. | 0.04% | 1,941 | $240K | Reduce -3.9% |
| COF Capital One Financial Corp. | 0.04% | 1,344 | $240K | Reduce -2.4% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 2,173 | $221K | Reduce -14.0% |
| MCO Moody's Corp. | 0.04% | 461 | $218K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 444 | $216K | Reduce -5.5% |
| CAT Caterpillar Inc. | 0.04% | 576 | $209K | Reduce -0.5% |
| FTNT Fortinet Inc. | 0.04% | 2,171 | $205K | New |
| IVE iShares S&P 500 Value ETF | 0.04% | 1,060 | $202K | Reduce -17.1% |
| WM Waste Management Inc. | 0.04% | 995 | $201K | Reduce -0.3% |
| UL Unilever PLC | 0.03% | 3,015 | $171K | Reduce -31.2% |
| RTX RTX Corp. | 0.03% | 1,464 | $169K | New |
| V Visa Inc. Class A | 0.03% | 487 | $154K | New |
| URI United Rentals Inc. | 0.03% | 211 | $149K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 554 | $146K | New |
| ETN Eaton Corp. PLC | 0.02% | 421 | $140K | New |
| UNH Unitedhealth Group Inc. | 0.02% | 273 | $138K | New |
| VGT Vanguard Info Tech ETF | 0.02% | 214 | $133K | New |
| KLAC KLA Corp. | 0.02% | 193 | $122K | Reduce -39.3% |
| SCHF Schwab Intl Equity ETF | 0.02% | 6,549 | $121K | New |
| NFLX Netflix Inc. | 0.02% | 135 | $120K | New |
| MCK McKesson Corp. | 0.02% | 201 | $115K | New |
| MA Mastercard Inc. Class A | 0.02% | 213 | $112K | New |
| NTAP Netapp Inc. | 0.02% | 923 | $107K | New |
| PEG Public Service Enterprise GP | 0.02% | 1,176 | $99K | New |
| VZ Verizon Communications Inc. | 0.02% | 2,393 | $96K | New |
| VGK Vanguard Ftse Europe ETF | 0.02% | 1,463 | $93K | New |
| UNP Union Pacific Corp. | 0.02% | 403 | $92K | New |
| XLK SS Technology Select Sector | 0.02% | 394 | $92K | New |
| PNC PNC Financial Services Group | 0.02% | 449 | $87K | New |
| EAGG iShares ESG Aware US Aggrega | 0.02% | 1,839 | $85K | New |
| PFE Pfizer Inc. | 0.02% | 3,200 | $85K | New |
| MAR Marriott International Class A | 0.01% | 294 | $82K | New |
| SCHW Schwab (charles) Corp. | 0.01% | 1,096 | $81K | New |
| VONE Vanguard Russell 1000 | 0.01% | 302 | $81K | New |
| SFM Sprouts Farmers Market Inc. | 0.01% | 633 | $80K | New |
| TSCO Tractor Supply Company | 0.01% | 1,435 | $76K | New |
| LOW Lowe's Cos Inc. | 0.01% | 303 | $75K | New |
| MS Morgan Stanley | 0.01% | 589 | $74K | New |
| TGT Target Corp. | 0.01% | 545 | $74K | New |
| RGLD Royal Gold Inc. | 0.01% | 550 | $73K | New |
| SYK Stryker Corp. | 0.01% | 201 | $72K | New |
| LULU Lululemon Athletica Inc. | 0.01% | 180 | $69K | New |
| WMT Walmart Inc. | 0.01% | 733 | $66K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 1,282 | $66K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 1,104 | $63K | New |
| PGR Progressive Corp. | 0.01% | 262 | $63K | New |
| PANW Palo Alto Networks Inc. | 0.01% | 340 | $62K | New |
| REGN Regeneron Pharmaceuticals | 0.01% | 86 | $61K | New |
| WSM Williams-Sonoma Inc. | 0.01% | 302 | $56K | New |
| USB US Bancorp | 0.01% | 1,131 | $54K | Reduce -84.7% |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 435 | $53K | New |
| WEC WEC Energy Group Inc. | 0.01% | 550 | $52K | New |
| LDOS Leidos Holdings Inc. | 0.01% | 358 | $52K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 183 | $51K | New |
| L Loews Corp. | 0.01% | 600 | $51K | New |
| DLN Wisdomtree US Largecap Divid | 0.01% | 650 | $51K | New |
| STX Seagate Technology Holdings | 0.01% | 560 | $48K | New |
| DEM Wisdomtree Emerging Markets | 0.01% | 1,193 | $48K | New |
| PPG PPG Industries Inc. | 0.01% | 400 | $48K | New |
| UBER Uber Technologies Inc. | 0.01% | 743 | $45K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 234 | $44K | New |
| RARE Ultragenyx Pharmaceutical Inc. | 0.01% | 1,000 | $42K | New |
| SCHB Schwab US Broad Market ETF | 0.01% | 1,830 | $42K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 208 | $41K | New |
| DXJ Wisdomtree Japan Hedged Eq | 0.01% | 370 | $41K | New |
| NGVC Natural Grocers BY Vitamin C | 0.01% | 1,002 | $40K | New |
| LH Labcorp Holdings Inc. | 0.01% | 169 | $39K | New |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 684 | $39K | New |
| PEP Pepsico Inc. | 0.01% | 254 | $39K | New |
| CB Chubb Ltd. | 0.01% | 132 | $36K | New |
| SCHD Schwab US DVD Equity ETF | 0.01% | 1,191 | $33K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.01% | 443 | $32K | New |
| SHEL Shell PLC-ADR | 0.01% | 500 | $31K | New |
| STE Steris PLC | 0.01% | 152 | $31K | New |
| SRE Sempra | 0.01% | 351 | $31K | New |
| PSX Phillips 66 | 0.01% | 264 | $30K | New |
| SPGI S&P Global Inc. | 0.01% | 60 | $30K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 1,078 | $29K | New |
| SCHG Schwab US Large-Cap Growth | 0.01% | 1,025 | $29K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 68 | $28K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 478 | $27K | New |
| XYZ Block Inc. | 0.00% | 313 | $27K | New |
| XLV SS Health Care Select Sector | 0.00% | 192 | $26K | New |
| SLF Sun Life Financial Inc. | 0.00% | 440 | $26K | New |
| MELI MercadoLibre Inc. | 0.00% | 15 | $26K | New |
| NVS Novartis AG-Sponsored ADR | 0.00% | 262 | $25K | New |
| MSI Motorola Solutions Inc. | 0.00% | 53 | $24K | New |
| IXUS iShares Core Intl Stock ETF | 0.00% | 366 | $24K | New |
| GSG iShares S&P Gsci Commodity I | 0.00% | 1,100 | $24K | New |
| VFH Vanguard Financials ETF | 0.00% | 202 | $24K | New |
| OMF Onemain Holdings Inc. | 0.00% | 450 | $23K | New |
| SAP Sap SE-Sponsored ADR | 0.00% | 94 | $23K | New |
| CRH CRH PLC | 0.00% | 239 | $22K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 366 | $22K | New |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 341 | $22K | New |
| LUV Southwest Airlines Co. | 0.00% | 630 | $21K | New |
| MU Micron Technology Inc. | 0.00% | 230 | $19K | New |
| VTRS Viatris Inc. | 0.00% | 1,554 | $19K | New |
| STT State Street Corp. | 0.00% | 191 | $19K | New |
| SYY Sysco Corp. | 0.00% | 245 | $19K | New |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 352 | $19K | New |
| XLE SS Energy Select Sector | 0.00% | 210 | $18K | New |
| NTR Nutrien Ltd. | 0.00% | 390 | $17K | New |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 188 | $17K | New |
| LIN Linde PLC | 0.00% | 38 | $16K | New |
| SMFG Sumitomo Mitsui-Spons ADR | 0.00% | 1,100 | $16K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 648 | $15K | New |
| YUM Yum! Brands Inc. | 0.00% | 110 | $15K | New |
| STLD Steel Dynamics Inc. | 0.00% | 128 | $15K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 1,200 | $14K | New |
| VGLT Vanguard Long-Term Treasury | 0.00% | 250 | $14K | New |
| PII Polaris Inc. | 0.00% | 239 | $14K | New |
| MAIN Main Street Capital Corp. | 0.00% | 235 | $14K | New |
| TSN Tyson Foods Inc. Class A | 0.00% | 230 | $13K | New |
| RBLX Roblox Corp. Class A | 0.00% | 222 | $13K | New |
| NUE Nucor Corp. | 0.00% | 109 | $13K | New |
| TMCI Treace Medical Concepts Inc. | 0.00% | 1,671 | $12K | New |
| IEUS iShares MSCI Europe Small-Ca | 0.00% | 223 | $12K | New |
| TYL Tyler Technologies Inc. | 0.00% | 20 | $12K | New |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 217 | $11K | New |
| ROST Ross Stores Inc. | 0.00% | 73 | $11K | New |
| LASR Nlight Inc. | 0.00% | 1,000 | $10K | New |
| TRU Transunion | 0.00% | 113 | $10K | New |
| WST West Pharmaceutical Services | 0.00% | 30 | $10K | New |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 329 | $10K | New |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 312 | $9K | New |
| MFC Manulife Financial Corp. | 0.00% | 300 | $9K | New |
| MMM 3M Co. | 0.00% | 69 | $9K | New |
| PSA Public Storage | 0.00% | 28 | $8K | New |
| MRVL Marvell Technology Inc. | 0.00% | 73 | $8K | New |
| NEE Nextera Energy Inc. | 0.00% | 108 | $8K | New |
| MDXG Mimedx Group Inc. | 0.00% | 800 | $8K | New |
| MRSH Marsh & McLennan Cos | 0.00% | 36 | $8K | New |
| ACGL Arch Capital Group Ltd. | 0.00% | 82 | $8K | New |
| LYB Lyondellbasell Indu Class A | 0.00% | 100 | $7K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 220 | $7K | New |
| BBHY JPMorgan Betabuilders Usd Hi | 0.00% | 150 | $7K | New |
| TMUS T-Mobile US Inc. | 0.00% | 28 | $6K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 8 | $6K | New |
| VST Vistra Corp. | 0.00% | 40 | $6K | New |
| KVUE Kenvue Inc. | 0.00% | 240 | $5K | New |
| YUMC Yum China Holdings Inc. | 0.00% | 100 | $5K | New |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 139 | $5K | New |
| NOW ServiceNow Inc. | 0.00% | 4 | $4K | New |
| NWN Northwest Natural Holding Co. | 0.00% | 113 | $4K | New |
| NSC Norfolk Southern Corp. | 0.00% | 19 | $4K | New |
| DTD Wisdomtree US Total Dividend | 0.00% | 57 | $4K | New |
| PCAR Paccar Inc. | 0.00% | 41 | $4K | New |
| MNST Monster Beverage Corp. | 0.00% | 80 | $4K | New |
| TRV The Travelers Cos Inc. | 0.00% | 17 | $4K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 10 | $4K | New |
| MC Moelis & Co. Class A | 0.00% | 54 | $4K | New |
| TPR Tapestry Inc. | 0.00% | 59 | $4K | New |
| TKO Tko Group Holdings Inc. | 0.00% | 27 | $4K | New |
| SCI Service Corp. International | 0.00% | 47 | $4K | New |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 108 | $4K | New |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 63 | $4K | New |
| KHC The Kraft Heinz Co. | 0.00% | 112 | $3K | New |
| FWONK Liberty Media Corp. Class C | 0.00% | 34 | $3K | New |
| MTG Mgic Investment Corp. | 0.00% | 131 | $3K | New |
| WU Western Union Co. | 0.00% | 286 | $3K | New |
| WAT Waters Corp. | 0.00% | 8 | $3K | New |
| WVVI Willamette Valley Vineyards | 0.00% | 800 | $3K | New |
| KR Kroger Co. | 0.00% | 43 | $3K | New |
| USFD US Foods Holding Corp. | 0.00% | 38 | $3K | New |
| KKR KKR & Co. Inc. | 0.00% | 17 | $3K | New |
| TEL Te Connectivity PLC | 0.00% | 17 | $2K | New |
| EBND State Street SPDR Bloomberg | 0.00% | 124 | $2K | New |
| SU Suncor Energy Inc. | 0.00% | 67 | $2K | New |
| CRM Salesforce Inc. | 0.00% | 7 | $2K | New |
| TDY Teledyne Technologies Inc. | 0.00% | 5 | $2K | New |
| OC Owens Corning | 0.00% | 14 | $2K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 21 | $2K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 18 | $2K | New |
| GDXJ Vaneck Junior Gold Miners | 0.00% | 50 | $2K | New |
| RBA RB Global Inc. | 0.00% | 23 | $2K | New |
| WELL Welltower Inc. | 0.00% | 16 | $2K | New |
| JHMM John Hancock Multi Fact Mid | 0.00% | 32 | $2K | New |
| PWR Quanta Services Inc. | 0.00% | 6 | $2K | New |
| JCI Johnson Controls Internation | 0.00% | 24 | $2K | New |
| NOC Northrop Grumman Corp. | 0.00% | 4 | $2K | New |
| MCHP Microchip Technology Inc. | 0.00% | 31 | $2K | New |
| JWN Nordstrom Inc. | 0.00% | 72 | $2K | New |
| LHX L3HARRIS Technologies Inc. | 0.00% | 8 | $2K | New |
| MUSA Murphy USA Inc. | 0.00% | 3 | $2K | New |
| SO The Southern Co. | 0.00% | 18 | $1K | New |
| WFC Wells Fargo & Co. | 0.00% | 21 | $1K | New |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 17 | $1K | New |
| XHR Xenia Hotels & Resorts Inc. | 0.00% | 93 | $1K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 7 | $1K | New |
| SNA Snap-on Inc. | 0.00% | 4 | $1K | New |
| MDT Medtronic PLC | 0.00% | 17 | $1K | New |
| JNPR Juniper Networks Inc. | 0.00% | 36 | $1K | New |
| VMC Vulcan Materials Co. | 0.00% | 5 | $1K | New |
| WY Weyerhaeuser Co. | 0.00% | 45 | $1K | New |
| TTE Totalenergies SE -Spon ADR | 0.00% | 21 | $1K | New |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 12 | $1K | New |
| SOLV Solventum Corp. | 0.00% | 17 | $1K | New |
| VLO Valero Energy Corp. | 0.00% | 9 | $1K | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 50 | $1K | New |
| GDX Vaneck Gold Miners ETF | 0.00% | 32 | $1K | New |
| RF Regions Financial Corp. | 0.00% | 46 | $1K | New |
| UAL United Airlines Holdings Inc. | 0.00% | 11 | $1K | New |
| SONY Sony Group Corp. - SP ADR | 0.00% | 50 | $1K | New |
| TGNA Tegna Inc. | 0.00% | 56 | $1K | New |
| KMI Kinder Morgan Inc. | 0.00% | 37 | $1K | New |
| RY Royal Bank of Canada | 0.00% | 8 | $965 | New |
| SMCI Super Micro Computer Inc. | 0.00% | 30 | $915 | New |
| TFI SS SPDR N Ice Muni Bond ETF | 0.00% | 19 | $869 | New |
| WPM Wheaton Precious Metals Corp. | 0.00% | 15 | $844 | New |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.00% | 8 | $836 | New |
| GRMN Garmin Ltd. | 0.00% | 4 | $826 | New |
| ZTS Zoetis Inc. | 0.00% | 5 | $815 | New |
| OMC Omnicom Group | 0.00% | 9 | $775 | New |
| RHI Robert Half Inc. | 0.00% | 10 | $705 | New |
| TD Toronto-Dominion Bank | 0.00% | 13 | $693 | New |
| LEN.B Lennar Corp. Class B | 0.00% | 5 | $661 | New |
| NUEM Nuveen ESG Emerging Markets | 0.00% | 21 | $610 | New |
| TLH iShares 10-20 Year Treasury | 0.00% | 6 | $598 | New |
| MPWR Monolithic Power Systems Inc. | 0.00% | 1 | $592 | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.00% | 13 | $588 | New |
| KD Kyndryl Holdings Inc. | 0.00% | 16 | $554 | New |
| ICL Icl Group Ltd. | 0.00% | 105 | $521 | New |
| SYF Synchrony Financial | 0.00% | 7 | $455 | New |
| MAS Masco Corp. | 0.00% | 6 | $436 | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 4 | $414 | New |
| MANU Manchester United PLC Class A | 0.00% | 20 | $347 | New |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.00% | 11 | $331 | New |
| MTCH Match Group Inc. | 0.00% | 10 | $328 | New |
| PINS Pinterest Inc. Class A | 0.00% | 11 | $319 | New |
| MET Metlife Inc. | 0.00% | 3 | $246 | New |
| PLD Prologis Inc. | 0.00% | 2 | $212 | New |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.00% | 4 | $204 | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 5 | $192 | New |
| LYFT LYFT Inc. Class A | 0.00% | 14 | $181 | New |
| NAD Nuveen Quality Municipal Inc. | 0.00% | 14 | $164 | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 3 | $130 | New |
| OXY Occidental Petroleum Corp. | 0.00% | 2 | $99 | New |
| WBD Warner Bros Discovery Inc. | 0.00% | 9 | $96 | New |
| LLYVA Liberty Media Corp.-Liberty-A | 0.00% | 1 | $89 | New |
| ZIMV Zimvie Inc. | 0.00% | 2 | $28 | New |
| PTON Peloton Interactive Inc. Class A | 0.00% | 1 | $9 | New |