| VYM Vanguard High DVD Yield ETF | 10.88% | 254,011 | $32.4M | Add +3.6% |
| VOOG Vanguard S&P 500 Growth ETF | 10.85% | 88,308 | $32.3M | Add +2.3% |
| VCIT Vanguard Int-Term Corporate | 7.68% | 285,075 | $22.9M | Add +4.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 7.27% | 202,846 | $21.7M | Add +4.4% |
| BBAG JPMorgan Betabuilders US Agg | 7.27% | 479,434 | $21.7M | Add +3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.11% | 36,157 | $21.2M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 5.98% | 372,555 | $17.8M | Add +5.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.75% | 502,211 | $17.1M | Add +5.3% |
| JEPI JPMorgan Equity Premium Inco | 5.49% | 284,596 | $16.4M | Add +5.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.84% | 60,040 | $14.4M | Add +3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.70% | 53,010 | $14.0M | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 3.61% | 244,519 | $10.8M | Add +3.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.32% | 49,914 | $9.9M | Add +2.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.29% | 60,656 | $9.8M | Add +2.6% |
| PFFD Global X US Preferred ETF | 2.90% | 443,290 | $8.6M | Add +4.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.47% | 27,678 | $1.4M | Reduce -5.6% |
| AAPL Apple Inc. | 0.43% | 5,060 | $1.3M | Add +5.2% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,846 | $995K | Add +23.1% |
| LII Lennox International Inc. | 0.33% | 1,605 | $978K | Add +50.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 2,019 | $915K | Reduce -0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 8,521 | $749K | Reduce -1.6% |
| XYLD Global X S&P 500 Cove Call E | 0.24% | 17,210 | $721K | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.23% | 9,817 | $690K | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.20% | 990 | $583K | Reduce -2.0% |
| UNH Unitedhealth Group Inc. | 0.19% | 1,137 | $575K | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 1,379 | $566K | Add +2.6% |
| MSFT Microsoft Corp. | 0.18% | 1,288 | $543K | Add +82.4% |
| JNJ Johnson & Johnson | 0.16% | 3,296 | $477K | Add +33.2% |
| NVDA Nvidia Corp. | 0.16% | 3,506 | $471K | Add +497.3% |
| LNT Alliant Energy Corp. | 0.15% | 7,395 | $437K | Add +50.0% |
| IAGG iShares Intl Aggregate Bond | 0.12% | 7,019 | $350K | Reduce -6.4% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.10% | 7,152 | $309K | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.10% | 1,784 | $299K | Add +4.1% |
| KO The Coca-Cola Co. | 0.10% | 4,701 | $293K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,165 | $279K | Add +0.9% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 4,456 | $278K | Add +20.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,608 | $272K | No change |
| PFG Principal Financial Group | 0.09% | 3,514 | $272K | Reduce -2.4% |
| APO Apollo Global Management Inc. | 0.09% | 1,645 | $272K | Reduce -12.1% |
| DE Deere & Co. | 0.09% | 636 | $270K | No change |
| IJR iShares Core S&P Small-Cap E | 0.09% | 2,300 | $265K | Add +19.8% |
| VNQ Vanguard Real Estate ETF | 0.09% | 2,915 | $260K | Reduce -9.9% |
| XOM Exxon Mobil Corp. | 0.08% | 2,346 | $252K | Reduce -5.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 845 | $245K | Add +6.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.08% | 7,848 | $241K | Reduce -0.6% |
| SBUX Starbucks Corp. | 0.08% | 2,622 | $239K | Add +0.1% |
| AFL Aflac Inc. | 0.08% | 2,288 | $237K | Add +5.0% |
| FNF Fidelity National Financial | 0.07% | 3,876 | $218K | Add +8.7% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,126 | $213K | Add +150.2% |
| MA Mastercard Inc. Class A | 0.07% | 404 | $213K | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 940 | $207K | Reduce -3.1% |
| AXP American Express Co. | 0.07% | 666 | $198K | Reduce -3.2% |
| MMM 3M Co. | 0.07% | 1,520 | $196K | Add +46.0% |
| TSLA Tesla Inc. | 0.07% | 485 | $196K | Add +1.7% |
| JPST JPMorgan Ultra-Short Income | 0.07% | 3,866 | $195K | Add +25.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.07% | 3,327 | $195K | No change |
| FG F&G Annuities & Life Inc. | 0.06% | 4,275 | $177K | Add +32.1% |
| SCHP Schwab U.S. Tips ETF | 0.06% | 6,524 | $169K | Reduce -0.3% |
| CAG Conagra Brands Inc. | 0.06% | 6,000 | $167K | Add +50.0% |
| OKE Oneok Inc. | 0.05% | 1,623 | $163K | No change |
| HON Honeywell International Inc. | 0.05% | 702 | $159K | Reduce -1.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.05% | 1,903 | $153K | Reduce -1.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 485 | $136K | No change |
| WMT Walmart Inc. | 0.04% | 1,482 | $134K | Add +39.5% |
| LW Lamb Weston Holdings Inc. | 0.04% | 1,998 | $134K | Add +50.0% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 778 | $130K | Reduce -11.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 510 | $129K | Reduce -3.8% |
| CVX Chevron Corp. | 0.04% | 887 | $128K | Reduce -5.7% |
| TSCO Tractor Supply Company | 0.04% | 2,405 | $128K | Reduce -1.8% |
| ABT Abbott Laboratories | 0.04% | 1,128 | $128K | Add +150.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 242 | $124K | Add +70.4% |
| PEP Pepsico Inc. | 0.04% | 795 | $121K | Add +13.4% |
| MCD McDonald's Corp. | 0.04% | 394 | $114K | Add +19.8% |
| LOW Lowe's Cos Inc. | 0.03% | 405 | $100K | Add +28.6% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.03% | 1,130 | $98K | Add +4.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.03% | 1,117 | $97K | No change |
| KMI Kinder Morgan Inc. | 0.03% | 3,528 | $97K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 980 | $95K | No change |
| V Visa Inc. Class A | 0.03% | 270 | $85K | No change |
| CRM Salesforce Inc. | 0.03% | 252 | $84K | No change |
| PRU Prudential Financial Inc. | 0.03% | 682 | $81K | Add +0.3% |
| COST Costco Wholesale Corp. | 0.03% | 87 | $80K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.03% | 2,424 | $79K | Reduce -0.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.03% | 1,724 | $78K | No change |
| VZ Verizon Communications Inc. | 0.03% | 1,905 | $76K | Add +9.8% |
| SPEM State Street SP PTF Em ETF | 0.03% | 1,941 | $74K | Reduce -1.5% |
| AMGN Amgen Inc. | 0.02% | 282 | $74K | Reduce -2.4% |
| AMP Ameriprise Financial Inc. | 0.02% | 138 | $74K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.02% | 2,935 | $73K | Add +0.5% |
| PSK SS SPDR Ice Pref Sec ETF | 0.02% | 2,203 | $73K | Reduce -0.5% |
| VHT Vanguard Health Care ETF | 0.02% | 277 | $70K | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.02% | 120 | $70K | Add +9.1% |
| GOOG Alphabet Inc. Class C | 0.02% | 362 | $69K | Add +5.2% |
| LMT Lockheed Martin Corp. | 0.02% | 136 | $66K | Add +67.9% |
| AVGO Broadcom Inc. | 0.02% | 283 | $66K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.02% | 286 | $63K | Add +64.4% |
| T AT&T Inc. | 0.02% | 2,728 | $62K | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 557 | $62K | No change |
| GSEW Goldman Sachs Eql WGHT Large | 0.02% | 800 | $62K | Add +33.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.02% | 854 | $61K | Reduce -10.1% |
| CVS CVS Health Corp. | 0.02% | 1,353 | $61K | No change |
| COR Cencora Inc. | 0.02% | 262 | $59K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 662 | $59K | No change |
| SAP Sap SE-Sponsored ADR | 0.02% | 232 | $57K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.02% | 631 | $57K | Add +8.1% |
| BAX Baxter International Inc. | 0.02% | 1,950 | $57K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.02% | 1,847 | $55K | Reduce -3.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 279 | $55K | Add +236.1% |
| GEV GE Vernova Inc. | 0.02% | 165 | $54K | Reduce -18.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 940 | $53K | Add +27.0% |
| CAT Caterpillar Inc. | 0.02% | 146 | $53K | Add +7.3% |
| VGSH Vanguard Short-Term Treasury | 0.02% | 900 | $52K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 678 | $52K | No change |
| MRSH Marsh & McLennan Cos | 0.02% | 240 | $51K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 2,127 | $50K | No change |
| MRK Merck & Co. Inc. | 0.02% | 501 | $50K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.02% | 971 | $49K | No change |
| PFE Pfizer Inc. | 0.02% | 1,836 | $49K | Add +119.6% |
| APD Air Products & Chemicals Inc. | 0.02% | 165 | $48K | Add +41.0% |
| AMD Advanced Micro Devices | 0.02% | 389 | $47K | Add +267.0% |
| FELG Fidelity Enh LRG Cap GWTH | 0.02% | 1,313 | $46K | New |
| XLP SS Consumer Staples Sel Sect | 0.02% | 582 | $46K | New |
| JPIE JPMorgan Income ETF | 0.02% | 1,000 | $46K | Add +25.0% |
| CHKP Check Point Software Tech | 0.02% | 240 | $45K | Add +370.6% |
| RTX RTX Corp. | 0.01% | 373 | $43K | Add +296.8% |
| HRL Hormel Foods Corp. | 0.01% | 1,374 | $43K | No change |
| CTVA Corteva Inc. | 0.01% | 755 | $43K | No change |
| TGT Target Corp. | 0.01% | 313 | $42K | Add +16.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 545 | $41K | No change |
| VGIT Vanguard Intermediate-Term T | 0.01% | 701 | $41K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 313 | $40K | No change |
| USD Proshares Ultra Semiconduct | 0.01% | 612 | $40K | No change |
| MPT Medical Properties Trust Inc. | 0.01% | 10,000 | $40K | Add +17.6% |
| BA The Boeing Co. | 0.01% | 222 | $39K | Reduce -4.3% |
| NZF Nuveen Municipal Credit Inc. | 0.01% | 3,201 | $39K | No change |
| YUM Yum! Brands Inc. | 0.01% | 290 | $39K | Add +0.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 341 | $39K | Add +47.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.01% | 750 | $37K | No change |
| ETR Entergy Corp. | 0.01% | 474 | $36K | Add +0.4% |
| TDS Telephone and Data Systems | 0.01% | 1,036 | $35K | Reduce -16.2% |
| SCHX Schwab US Large-Cap ETF | 0.01% | 1,524 | $35K | No change |
| DOW Dow Inc. | 0.01% | 871 | $35K | No change |
| MO Altria Group Inc. | 0.01% | 666 | $35K | Add +0.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 33 | $35K | Add +43.5% |
| CI The Cigna Group | 0.01% | 125 | $35K | No change |
| GSK GSK PLC-Spon ADR | 0.01% | 1,000 | $34K | Add +25.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.01% | 1,092 | $32K | No change |
| DFAT Dimensional US Target Value | 0.01% | 574 | $32K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 844 | $32K | Add +11.2% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.01% | 1,000 | $31K | Add +25.0% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 1,051 | $31K | No change |
| ABBV Abbvie Inc. | 0.01% | 162 | $29K | Add +38.5% |
| PM Philip Morris International | 0.01% | 236 | $28K | Add +1.3% |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 372 | $28K | Add +3.0% |
| IHDG Wisdomtree International Hed | 0.01% | 644 | $28K | No change |
| EBAY eBay Inc. | 0.01% | 445 | $28K | No change |
| EMR Emerson Electric Co. | 0.01% | 215 | $27K | Add +26.5% |
| CASY Casey's General Stores Inc. | 0.01% | 65 | $26K | No change |
| ADBE Adobe Inc. | 0.01% | 58 | $26K | No change |
| LLY Eli Lilly & Co. | 0.01% | 33 | $25K | No change |
| DOV Dover Corp. | 0.01% | 135 | $25K | Add +50.0% |
| AVEM Avantis Emerging Markets Eq | 0.01% | 430 | $25K | No change |
| SOLV Solventum Corp. | 0.01% | 382 | $25K | Add +48.6% |
| CLX Clorox Company | 0.01% | 155 | $25K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 755 | $25K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 547 | $24K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 910 | $24K | No change |
| VALE Vale SA-SP ADR | 0.01% | 2,640 | $23K | Add +36.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 300 | $23K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 100 | $23K | No change |
| JHML John Hancock Multi Fact LRG | 0.01% | 329 | $23K | No change |
| MS Morgan Stanley | 0.01% | 182 | $23K | No change |
| ADP Automatic Data Processing | 0.01% | 75 | $22K | Add +29.3% |
| FDN First Trust DJ Internet Ind | 0.01% | 90 | $22K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 51 | $22K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.01% | 210 | $22K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.01% | 970 | $21K | No change |
| BND Vanguard Total Bond Market | 0.01% | 295 | $21K | No change |
| HD Home Depot Inc. | 0.01% | 53 | $21K | Add +15.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 292 | $21K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 90 | $20K | Add +32.4% |
| DOC Healthpeak Properties Inc. | 0.01% | 1,000 | $20K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 350 | $20K | New |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 2,100 | $20K | No change |
| CMDY iShares Bloomberg Roll Selec | 0.01% | 410 | $20K | No change |
| NKE Nike Inc. Class B | 0.01% | 256 | $19K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 727 | $19K | No change |
| VDE Vanguard Energy ETF | 0.01% | 158 | $19K | New |
| XLE SS Energy Select Sector | 0.01% | 221 | $19K | No change |
| GME Gamestop Corp. Class A | 0.01% | 600 | $19K | No change |
| UBER Uber Technologies Inc. | 0.01% | 310 | $19K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 219 | $19K | Reduce -10.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 409 | $19K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 150 | $18K | No change |
| IEMG iShares Core MSCI Emerging | 0.01% | 344 | $18K | No change |
| GD General Dynamics Corp. | 0.01% | 68 | $18K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 651 | $18K | Add +0.9% |
| IPAC iShares Core MSCI Pacific Et | 0.01% | 284 | $17K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.01% | 250 | $17K | No change |
| CEG Constellation Energy | 0.01% | 75 | $17K | No change |
| HLI Houlihan Lokey Inc. | 0.01% | 96 | $17K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.01% | 486 | $17K | No change |
| CB Chubb Ltd. | 0.01% | 59 | $16K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 88 | $15K | No change |
| RA Brookfield Real Assets Incom | 0.01% | 1,135 | $15K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 301 | $14K | Add +0.3% |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 267 | $14K | No change |
| JNK SS SPDR BB High Yield Bond | 0.00% | 140 | $13K | No change |
| PH Parker Hannifin Corp. | 0.00% | 21 | $13K | No change |
| BG Bunge Global SA | 0.00% | 170 | $13K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 130 | $13K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 45 | $13K | Add +50.0% |
| WING Wingstop Inc. | 0.00% | 45 | $13K | No change |
| CSCO Cisco Systems Inc. | 0.00% | 215 | $13K | No change |
| FLTR Vaneck Ig Floating Rate ETF | 0.00% | 500 | $13K | New |
| SYY Sysco Corp. | 0.00% | 165 | $13K | Add +50.0% |
| HLNE Hamilton Lane Inc. Class A | 0.00% | 85 | $13K | No change |
| GIS General Mills Inc. | 0.00% | 197 | $13K | Add +38.7% |
| LIN Linde PLC | 0.00% | 30 | $13K | No change |
| ACN Accenture PLC Class A | 0.00% | 35 | $12K | No change |
| SPLB SS SPDR P Long Term C ETF | 0.00% | 549 | $12K | No change |
| IWF iShares Russell 1000 Growth | 0.00% | 30 | $12K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 83 | $12K | No change |
| MDT Medtronic PLC | 0.00% | 144 | $12K | No change |
| USMC Principal US Mega-Cap ETF | 0.00% | 191 | $11K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 51 | $11K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 331 | $11K | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.00% | 253 | $11K | No change |
| USB US Bancorp | 0.00% | 225 | $11K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 150 | $11K | No change |
| EXC Exelon Corp. | 0.00% | 282 | $11K | No change |
| BKH Black Hills Corp. | 0.00% | 180 | $11K | Add +50.0% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 122 | $10K | No change |
| USRT iShares Core US REIT ETF | 0.00% | 178 | $10K | Reduce -5.8% |
| BP BP PLC-Spons ADR | 0.00% | 343 | $10K | No change |
| WM Waste Management Inc. | 0.00% | 50 | $10K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 153 | $10K | No change |
| SCHR Schwab Intermediate-Term US | 0.00% | 408 | $10K | No change |
| HBI Hanesbrands Inc. | 0.00% | 1,200 | $10K | No change |
| TFC Truist Financial Corp. | 0.00% | 222 | $10K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 32 | $10K | No change |
| QCRH QCR Holdings Inc. | 0.00% | 119 | $10K | New |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 286 | $10K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 28 | $10K | No change |
| PFM Invesco Dividend Achievers E | 0.00% | 204 | $9K | No change |
| ITW Illinois Tool Works | 0.00% | 36 | $9K | Add +33.3% |
| VDC Vanguard Consumer Staple ETF | 0.00% | 43 | $9K | No change |
| APPF Appfolio Inc. Class A | 0.00% | 36 | $9K | No change |
| BMY Bristol-Myers Squibb Co. | 0.00% | 157 | $9K | Add +6.1% |
| ORCL Oracle Corp. | 0.00% | 53 | $9K | No change |
| GLOB Globant SA | 0.00% | 41 | $9K | No change |
| GPC Genuine Parts Co. | 0.00% | 75 | $9K | Add +50.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 21 | $8K | No change |
| QLYS Qualys Inc. | 0.00% | 60 | $8K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 91 | $8K | No change |
| IAU iShares Gold Trust | 0.00% | 169 | $8K | No change |
| WPC WP Carey Inc. | 0.00% | 150 | $8K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 100 | $8K | No change |
| ITOT iShares Core S&P Total U.S. | 0.00% | 63 | $8K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 782 | $8K | Reduce -24.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.00% | 181 | $8K | No change |
| EWL iShares MSCI Switzerland ETF | 0.00% | 166 | $8K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 412 | $8K | No change |
| DOCS Doximity Inc. Class A | 0.00% | 142 | $8K | No change |
| UPS United Parcel Service Class B | 0.00% | 60 | $8K | Add +17.6% |
| SCHH Schwab US REIT ETF | 0.00% | 351 | $7K | No change |
| CSB Victoryshares US Small Cap H | 0.00% | 124 | $7K | Add +0.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 163 | $7K | Reduce -1.2% |
| SFM Sprouts Farmers Market Inc. | 0.00% | 57 | $7K | No change |
| FAST Fastenal Co. | 0.00% | 100 | $7K | No change |
| UNP Union Pacific Corp. | 0.00% | 31 | $7K | No change |
| QCOM Qualcomm Inc. | 0.00% | 46 | $7K | No change |
| EA Electronic Arts Inc. | 0.00% | 48 | $7K | No change |
| TWLO Twilio Inc. Class A | 0.00% | 64 | $7K | No change |
| CCC CCC Intelligent Solutions Ho | 0.00% | 588 | $7K | No change |
| INTC Intel Corp. | 0.00% | 343 | $7K | Reduce -6.3% |
| FSV Firstservice Corp. | 0.00% | 37 | $7K | No change |
| NRG NRG Energy Inc. | 0.00% | 73 | $7K | No change |
| FDX FedEx Corp. | 0.00% | 23 | $6K | No change |
| ALIT Alight Inc. Class A | 0.00% | 915 | $6K | No change |
| EWC iShares MSCI Canada ETF | 0.00% | 157 | $6K | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.00% | 485 | $6K | Add +38.6% |
| PCAR Paccar Inc. | 0.00% | 60 | $6K | No change |
| EEFT Euronet Worldwide Inc. | 0.00% | 60 | $6K | No change |
| BR Broadridge Financial Solutio | 0.00% | 27 | $6K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 70 | $6K | No change |
| LH Labcorp Holdings Inc. | 0.00% | 26 | $6K | No change |
| GLW Corning Inc. | 0.00% | 125 | $6K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.00% | 176 | $6K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 50 | $6K | No change |
| C Citigroup Inc. | 0.00% | 80 | $6K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 72 | $6K | No change |
| WK Workiva Inc. | 0.00% | 50 | $5K | No change |
| AAL American Airlines Group Inc. | 0.00% | 311 | $5K | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 87 | $5K | No change |
| UTHR United Therapeutics Corp. | 0.00% | 15 | $5K | No change |
| CPRT Copart Inc. | 0.00% | 92 | $5K | No change |
| VPU Vanguard Utilities ETF | 0.00% | 32 | $5K | No change |
| RWO State Street SPDR Dow Jones | 0.00% | 121 | $5K | No change |
| FPAG Fpa Global Equity ETF New | 0.00% | 167 | $5K | No change |
| HAUZ Xtrackers Intl Real Estate | 0.00% | 251 | $5K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 100 | $5K | No change |
| FIVE Five Below | 0.00% | 47 | $5K | No change |
| HYD Vaneck High Yield Muni ETF | 0.00% | 95 | $5K | No change |
| ATLO Ames National Corp. | 0.00% | 291 | $5K | No change |
| BTI British American Tob-SP ADR | 0.00% | 131 | $5K | No change |
| RH RH | 0.00% | 12 | $5K | No change |
| HIT Health in Tech Inc. Class A | 0.00% | 880 | $5K | New |
| CNQ Canadian Natural Resources | 0.00% | 150 | $5K | No change |
| VMI Valmont Industries | 0.00% | 15 | $5K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 465 | $5K | New |
| EBND State Street SPDR Bloomberg | 0.00% | 228 | $4K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 149 | $4K | No change |
| MFC Manulife Financial Corp. | 0.00% | 139 | $4K | No change |
| IWD iShares Russell 1000 Value E | 0.00% | 23 | $4K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 8 | $4K | No change |
| SVOL Simplify Volatility Premium | 0.00% | 200 | $4K | Reduce -90.9% |
| ARKK ARK Innovation ETF | 0.00% | 73 | $4K | No change |
| TXN Texas Instruments Inc. | 0.00% | 22 | $4K | Reduce -35.3% |
| CWAN Clearwater Analytics HDS-A | 0.00% | 149 | $4K | No change |
| CARR Carrier Global Corp. | 0.00% | 60 | $4K | Add +50.0% |
| K Kellanova | 0.00% | 50 | $4K | No change |
| NEE Nextera Energy Inc. | 0.00% | 55 | $4K | No change |
| LPX Louisiana-Pacific Corp. | 0.00% | 38 | $4K | No change |
| PCH Potlatchdeltic Corp. | 0.00% | 100 | $4K | No change |
| SITM Sitime Corp. | 0.00% | 18 | $4K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 20 | $4K | No change |
| KLAC KLA Corp. | 0.00% | 6 | $4K | No change |
| EQIX Equinix Inc. | 0.00% | 4 | $4K | No change |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | 0.00% | 96 | $4K | New |
| CTAS Cintas Corp. | 0.00% | 20 | $4K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 62 | $4K | No change |
| PAYX Paychex Inc. | 0.00% | 26 | $4K | No change |
| BRO Brown & Brown Inc. | 0.00% | 35 | $4K | No change |
| CME Cme Group Inc. | 0.00% | 15 | $3K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 5 | $3K | No change |
| KR Kroger Co. | 0.00% | 56 | $3K | Reduce -86.1% |
| OXY Occidental Petroleum Corp. | 0.00% | 69 | $3K | Add +331.3% |
| GEHC GE Healthcare Technology | 0.00% | 42 | $3K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 85 | $3K | No change |
| SYK Stryker Corp. | 0.00% | 9 | $3K | No change |
| O Realty Income Corp. | 0.00% | 60 | $3K | Add +50.0% |
| AZO AutoZone Inc. | 0.00% | 1 | $3K | No change |
| SITE Siteone Landscape Supply Inc. | 0.00% | 24 | $3K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 55 | $3K | No change |
| BLK BlackRock Inc. | 0.00% | 3 | $3K | New |
| SPGI S&P Global Inc. | 0.00% | 6 | $3K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 38 | $3K | No change |
| MET Metlife Inc. | 0.00% | 35 | $3K | Reduce -36.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 26 | $3K | Add +100.0% |
| OGE Oge Energy Corp. | 0.00% | 69 | $3K | No change |
| MAR Marriott International Class A | 0.00% | 10 | $3K | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 19 | $3K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 29 | $3K | No change |
| HAL Halliburton Co. | 0.00% | 102 | $3K | New |
| TRI Thomson Reuters Corp. | 0.00% | 17 | $3K | No change |
| EMHY iShares J.P. Morgan Em High | 0.00% | 70 | $3K | No change |
| EIPI FT Energy Income ETF | 0.00% | 135 | $3K | No change |
| ADI Analog Devices Inc. | 0.00% | 12 | $3K | No change |
| CUZ Cousins Properties Inc. | 0.00% | 83 | $3K | Reduce -10.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 46 | $3K | Reduce -17.9% |
| MUSA Murphy USA Inc. | 0.00% | 5 | $3K | No change |
| AMLP Alerian MLP ETF | 0.00% | 52 | $3K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 27 | $3K | Add +50.0% |
| RELX Relx PLC - Spon ADR | 0.00% | 55 | $2K | No change |
| PGR Progressive Corp. | 0.00% | 10 | $2K | No change |
| TRN Trinity Industries Inc. | 0.00% | 71 | $2K | No change |
| TRMB Trimble Inc. | 0.00% | 35 | $2K | No change |
| PLNT Planet Fitness Inc. Class A | 0.00% | 25 | $2K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 29 | $2K | New |
| D Dominion Energy Inc. | 0.00% | 45 | $2K | Add +50.0% |
| PZA Invesco National Amt-Free Mu | 0.00% | 102 | $2K | No change |
| ATO Atmos Energy Corp. | 0.00% | 17 | $2K | No change |
| NSC Norfolk Southern Corp. | 0.00% | 10 | $2K | No change |
| MUB iShares National Muni Bond E | 0.00% | 22 | $2K | No change |
| BIIB Biogen Inc. | 0.00% | 15 | $2K | New |
| PSX Phillips 66 | 0.00% | 20 | $2K | No change |
| TRP TC Energy Corp. | 0.00% | 49 | $2K | No change |
| VFC VF Corp. | 0.00% | 105 | $2K | Add +50.0% |
| EXR Extra Space Storage Inc. | 0.00% | 15 | $2K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 59 | $2K | Add +25.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.00% | 46 | $2K | No change |
| FOXA Fox Corp. Class A | 0.00% | 44 | $2K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 3 | $2K | No change |
| CC The Chemours Co. | 0.00% | 126 | $2K | No change |
| FRT Federal Realty Invs Trust | 0.00% | 19 | $2K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 130 | $2K | No change |
| UL Unilever PLC | 0.00% | 37 | $2K | No change |
| XYL Xylem Inc. | 0.00% | 18 | $2K | No change |
| EQT Eqt Corp. | 0.00% | 45 | $2K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 64 | $2K | No change |
| ON On Semiconductor | 0.00% | 32 | $2K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 95 | $2K | No change |
| SILA Sila Realty Trust Inc. | 0.00% | 82 | $2K | No change |
| ALL Allstate Corp. | 0.00% | 10 | $2K | No change |
| GLPI Gaming and Leisure Propertie | 0.00% | 40 | $2K | No change |
| CCL Carnival Corp. | 0.00% | 77 | $2K | No change |
| WSM Williams-Sonoma Inc. | 0.00% | 10 | $2K | No change |
| ALTM Arcadium Lithium PLC | 0.00% | 360 | $2K | No change |
| PPL PPL Corp. | 0.00% | 56 | $2K | No change |
| DVN Devon Energy Corp. | 0.00% | 53 | $2K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 32 | $2K | No change |
| EIX Edison International | 0.00% | 20 | $2K | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 300 | $2K | No change |
| SRE Sempra | 0.00% | 18 | $2K | No change |
| LSTR Landstar System Inc. | 0.00% | 9 | $2K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 39 | $2K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 50 | $2K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 25 | $1K | No change |
| EWBC East West Bancorp Inc. | 0.00% | 15 | $1K | No change |
| WBS Webster Financial Corp. | 0.00% | 26 | $1K | No change |
| NTAP Netapp Inc. | 0.00% | 12 | $1K | No change |
| CMS CMS Energy Corp. | 0.00% | 20 | $1K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 7 | $1K | No change |
| BIO Bio-Rad Laboratories-A | 0.00% | 4 | $1K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 12 | $1K | No change |
| DAVA Endava PLC- Spon ADR | 0.00% | 42 | $1K | No change |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.00% | 88 | $1K | No change |
| WPP WPP PLC-Sponsored ADR | 0.00% | 24 | $1K | No change |
| IVW iShares S&P 500 Growth ETF | 0.00% | 12 | $1K | Add +20.0% |
| RHI Robert Half Inc. | 0.00% | 17 | $1K | No change |
| APA Apa Corp. | 0.00% | 50 | $1K | No change |
| HDV iShares Core High Dividend E | 0.00% | 10 | $1K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 21 | $1K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 15 | $1K | No change |
| PAC Grupo Aeroportuario Pac-ADR | 0.00% | 6 | $1K | No change |
| UAA Under Armour Inc. Class A | 0.00% | 120 | $994 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 94 | $994 | No change |
| EOG EOG Resources Inc. | 0.00% | 8 | $981 | No change |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 34 | $973 | No change |
| MBB iShares MBS ETF | 0.00% | 10 | $946 | No change |
| NOC Northrop Grumman Corp. | 0.00% | 2 | $939 | No change |
| CTRA Coterra Energy Inc. | 0.00% | 36 | $919 | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 40 | $912 | No change |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 8 | $886 | No change |
| LBTYK Liberty Global Ltd. Class C | 0.00% | 67 | $880 | No change |
| OMC Omnicom Group | 0.00% | 10 | $860 | No change |
| TGNA Tegna Inc. | 0.00% | 47 | $860 | No change |
| DINO HF Sinclair Corp. | 0.00% | 24 | $841 | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 32 | $838 | No change |
| AMN Amn Healthcare Services Inc. | 0.00% | 35 | $837 | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 14 | $823 | No change |
| NUE Nucor Corp. | 0.00% | 7 | $817 | No change |
| ZIM Zim Integrated Shipping Serv | 0.00% | 38 | $816 | No change |
| AMAT Applied Materials Inc. | 0.00% | 5 | $813 | No change |
| DCGO Docgo Inc. | 0.00% | 189 | $801 | No change |
| MDV Modiv Industrial Inc. | 0.00% | 53 | $795 | No change |
| RGNX Regenxbio Inc. | 0.00% | 100 | $773 | No change |
| IUSV iShares Core S&P U.S. Value | 0.00% | 8 | $703 | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 9 | $618 | No change |
| DG Dollar General Corp. | 0.00% | 8 | $607 | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 12 | $601 | No change |
| WMB Williams Cos Inc. | 0.00% | 11 | $595 | No change |
| FTAI Ftai Aviation Ltd. | 0.00% | 4 | $576 | No change |
| WAB Wabtec Corp. | 0.00% | 3 | $569 | No change |
| SNREY Sunrise Communicat Class A | 0.00% | 13 | $560 | New |
| TPICQ Tpi Composites Inc. | 0.00% | 294 | $556 | No change |
| LESLIES INC | 0.00% | 233 | $520 | No change |
| IYR iShares US Real Estate ETF | 0.00% | 6 | $518 | No change |
| MRNA Moderna Inc. | 0.00% | 12 | $499 | No change |
| FTRE Fortrea Holdings Inc. | 0.00% | 26 | $485 | No change |
| DVA Davita Inc. | 0.00% | 3 | $449 | No change |
| IDV iShares International Select | 0.00% | 16 | $446 | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 5 | $443 | No change |
| BYND Beyond Meat Inc. | 0.00% | 109 | $410 | No change |
| FHLC Fidelity MSCI Health Care | 0.00% | 6 | $382 | No change |
| TDOC Teladoc Health Inc. | 0.00% | 39 | $355 | No change |
| EMLC Vaneck JPM Em Local Curr BND | 0.00% | 15 | $347 | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 2 | $299 | No change |
| ONTF ON24 Inc. | 0.00% | 45 | $291 | New |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.00% | 8 | $291 | No change |
| INSW International Seaways Inc. | 0.00% | 8 | $288 | No change |
| PFF iShares Preferred & Income S | 0.00% | 9 | $278 | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 3 | $267 | No change |
| DVYE iShares Emerging Markets Div | 0.00% | 10 | $260 | No change |
| FLOT iShares Floating Rate Bond E | 0.00% | 5 | $257 | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 2 | $255 | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 3 | $250 | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.00% | 5 | $242 | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 8 | $223 | No change |
| KLG WK Kellogg Co. | 0.00% | 12 | $216 | No change |
| SOBO South Bow Corp. | 0.00% | 9 | $212 | No change |
| LCID Lucid Group Inc. | 0.00% | 70 | $211 | No change |
| QDEL Quidelortho Corp. | 0.00% | 4 | $178 | No change |
| OTLY Oatly Group AB | 0.00% | 250 | $166 | No change |
| BW Babcock & Wilcox Enterpr | 0.00% | 100 | $164 | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 3 | $164 | No change |
| DHI D.R. Horton Inc. | 0.00% | 1 | $140 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 32 | $127 | No change |
| BUZZ Vaneck Social Sentiment ETF | 0.00% | 5 | $124 | No change |
| DAL Delta Air Lines Inc. | 0.00% | 2 | $121 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 20 | $85 | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 3 | $78 | No change |
| BLNK Blink Charging Co. | 0.00% | 50 | $70 | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 1 | $64 | No change |
| GM General Motors Co. | 0.00% | 1 | $54 | No change |
| AMWL American Well Corp. Class A | 0.00% | 6 | $44 | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 1 | $33 | New |
| FELV Fidelity Enh LRG Cap Val ETF | 0.00% | 1 | $30 | No change |
| TOVX Theriva Biologics Inc. | 0.00% | 14 | $25 | No change |
| GENERATION INCOME PPTYS INC | 0.00% | 12 | $22 | No change |
| NIO Nio Inc. - ADR | 0.00% | 5 | $22 | No change |
| TFLO iShares Treasury Floating Ra | 0.00% | 1 | $18 | New |
| SMSI Smith Micro Software Inc. | 0.00% | 13 | $17 | No change |
| AM Antero Midstream Corp. | 0.00% | 1 | $15 | No change |
| YOLO Advisorshares Pure Cannabis | 0.00% | 1 | $2 | No change |
| DFAC Dimensional US Core Equity 2 | 0.00% | 1 | $0 | New |