| VYM Vanguard High DVD Yield ETF | 10.88% | 262,767 | $33.9M | Add +3.5% |
| JPST JPMorgan Ultra-Short Income | 10.63% | 653,962 | $33.1M | Add +16815.7% |
| VOOG Vanguard S&P 500 Growth ETF | 9.07% | 84,434 | $28.2M | Reduce -4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.61% | 36,791 | $20.6M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 6.53% | 400,163 | $20.3M | Add +7.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 6.30% | 538,577 | $19.6M | Add +7.2% |
| JEPI JPMorgan Equity Premium Inco | 5.51% | 300,235 | $17.2M | Add +5.5% |
| BBAG JPMorgan Betabuilders US Agg | 4.99% | 336,831 | $15.5M | Reduce -29.7% |
| VCIT Vanguard Int-Term Corporate | 4.84% | 184,504 | $15.1M | Reduce -35.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 4.63% | 132,772 | $14.4M | Reduce -34.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.59% | 55,289 | $14.3M | Add +4.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.47% | 62,845 | $13.9M | Add +4.7% |
| VWO Vanguard Ftse Emerging Marke | 3.80% | 261,661 | $11.8M | Add +7.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.30% | 64,046 | $10.3M | Add +5.6% |
| AVUV Avantis US Small Cap Value | 2.51% | 89,755 | $7.8M | New |
| PFFD Global X US Preferred ETF | 1.83% | 300,139 | $5.7M | Reduce -32.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 9,839 | $1.8M | Reduce -80.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.46% | 28,253 | $1.4M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 2,556 | $1.4M | Add +26.6% |
| AAPL Apple Inc. | 0.36% | 5,043 | $1.1M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,866 | $959K | Add +1.1% |
| LII Lennox International Inc. | 0.29% | 1,595 | $895K | Reduce -0.6% |
| WFC Wells Fargo & Co. | 0.23% | 9,869 | $708K | Add +0.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.21% | 8,085 | $650K | Reduce -5.1% |
| XYLD Global X S&P 500 Cove Call E | 0.20% | 15,695 | $620K | Reduce -8.8% |
| UNH Unitedhealth Group Inc. | 0.19% | 1,131 | $592K | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.18% | 3,396 | $563K | Add +3.0% |
| IVV iShares Core S&P 500 ETF | 0.18% | 1,001 | $562K | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 1,319 | $489K | Reduce -4.3% |
| LNT Alliant Energy Corp. | 0.15% | 7,395 | $476K | No change |
| MSFT Microsoft Corp. | 0.13% | 1,057 | $397K | Reduce -17.9% |
| KO The Coca-Cola Co. | 0.12% | 5,229 | $375K | Add +11.2% |
| IAGG iShares Intl Aggregate Bond | 0.12% | 7,320 | $366K | Add +4.3% |
| PG The Procter & Gamble Co. | 0.10% | 1,874 | $319K | Add +5.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.10% | 7,129 | $316K | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.10% | 1,266 | $310K | Add +8.7% |
| PFG Principal Financial Group | 0.09% | 3,469 | $293K | Reduce -1.3% |
| DE Deere & Co. | 0.09% | 616 | $289K | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.09% | 2,378 | $283K | Add +1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,573 | $272K | Reduce -2.2% |
| APO Apollo Global Management Inc. | 0.09% | 1,950 | $267K | Add +18.5% |
| SBUX Starbucks Corp. | 0.08% | 2,654 | $260K | Add +1.2% |
| VNQ Vanguard Real Estate ETF | 0.08% | 2,866 | $259K | Reduce -1.7% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 4,333 | $253K | Reduce -2.8% |
| FNF Fidelity National Financial | 0.08% | 3,820 | $249K | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 2,358 | $247K | Add +2.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.08% | 3,327 | $237K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 942 | $234K | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 845 | $232K | No change |
| MA Mastercard Inc. Class A | 0.07% | 418 | $229K | Add +3.5% |
| MMM 3M Co. | 0.07% | 1,520 | $223K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.07% | 7,148 | $220K | Reduce -8.9% |
| AFL Aflac Inc. | 0.06% | 1,743 | $194K | Reduce -23.8% |
| AXP American Express Co. | 0.06% | 637 | $171K | Reduce -5.4% |
| CVX Chevron Corp. | 0.05% | 1,011 | $169K | Add +14.0% |
| FG F&G Annuities & Life Inc. | 0.05% | 4,679 | $169K | Add +9.4% |
| CAG Conagra Brands Inc. | 0.05% | 6,178 | $165K | Add +3.0% |
| OKE Oneok Inc. | 0.05% | 1,655 | $164K | Add +2.0% |
| ABT Abbott Laboratories | 0.05% | 1,195 | $159K | Add +5.9% |
| MCD McDonald's Corp. | 0.05% | 497 | $155K | Add +26.1% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 760 | $152K | Reduce -2.3% |
| HON Honeywell International Inc. | 0.05% | 704 | $149K | Add +0.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.05% | 1,886 | $145K | Reduce -0.9% |
| TSCO Tractor Supply Company | 0.05% | 2,573 | $142K | Add +7.0% |
| SCHP Schwab U.S. Tips ETF | 0.04% | 5,000 | $134K | Reduce -23.4% |
| WMT Walmart Inc. | 0.04% | 1,517 | $133K | Add +2.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 512 | $125K | Add +0.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 485 | $122K | No change |
| SCHD Schwab US DVD Equity ETF | 0.04% | 4,157 | $116K | Add +538.6% |
| KMI Kinder Morgan Inc. | 0.04% | 4,031 | $115K | Add +14.3% |
| CRM Salesforce Inc. | 0.04% | 422 | $113K | Add +67.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.04% | 1,380 | $110K | Add +22.1% |
| LW Lamb Weston Holdings Inc. | 0.03% | 1,998 | $106K | No change |
| V Visa Inc. Class A | 0.03% | 287 | $101K | Add +6.3% |
| GOOGL Alphabet Inc. Class A | 0.03% | 646 | $100K | Reduce -42.6% |
| META Meta Platforms Inc. Class A | 0.03% | 173 | $100K | Add +44.2% |
| TSLA Tesla Inc. | 0.03% | 380 | $98K | Reduce -21.6% |
| LOW Lowe's Cos Inc. | 0.03% | 417 | $97K | Add +3.0% |
| T AT&T Inc. | 0.03% | 3,405 | $96K | Add +24.8% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 980 | $94K | No change |
| PEP Pepsico Inc. | 0.03% | 622 | $93K | Reduce -21.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.03% | 3,649 | $93K | Add +24.3% |
| TT Trane Technologies PLC | 0.03% | 266 | $90K | New |
| MRK Merck & Co. Inc. | 0.03% | 982 | $88K | Add +96.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.03% | 1,117 | $88K | No change |
| VZ Verizon Communications Inc. | 0.03% | 1,911 | $87K | Add +0.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.03% | 2,511 | $83K | Add +3.6% |
| AMZN Amazon.com Inc. | 0.03% | 436 | $83K | Add +52.5% |
| HCA HCA Healthcare Inc. | 0.03% | 233 | $81K | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.03% | 1,724 | $79K | No change |
| NVDA Nvidia Corp. | 0.03% | 726 | $79K | Reduce -79.3% |
| FLTR Vaneck Ig Floating Rate ETF | 0.02% | 3,000 | $77K | Add +500.0% |
| PRU Prudential Financial Inc. | 0.02% | 685 | $77K | Add +0.4% |
| VHT Vanguard Health Care ETF | 0.02% | 281 | $74K | Add +1.4% |
| COST Costco Wholesale Corp. | 0.02% | 78 | $74K | Reduce -10.3% |
| JPIE JPMorgan Income ETF | 0.02% | 1,600 | $74K | Add +60.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.02% | 884 | $73K | Add +40.1% |
| MPC Marathon Petroleum Corp. | 0.02% | 500 | $73K | New |
| SPEM State Street SP PTF Em ETF | 0.02% | 1,838 | $72K | Reduce -5.3% |
| BAX Baxter International Inc. | 0.02% | 2,107 | $72K | Add +8.1% |
| AVGO Broadcom Inc. | 0.02% | 427 | $71K | Add +50.9% |
| PSK SS SPDR Ice Pref Sec ETF | 0.02% | 2,203 | $71K | No change |
| AMP Ameriprise Financial Inc. | 0.02% | 145 | $70K | Add +5.1% |
| COR Cencora Inc. | 0.02% | 250 | $70K | Reduce -4.6% |
| CVS CVS Health Corp. | 0.02% | 1,024 | $69K | Reduce -24.3% |
| MRSH Marsh & McLennan Cos | 0.02% | 279 | $68K | Add +16.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 142 | $67K | Reduce -41.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 662 | $62K | No change |
| GSEW Goldman Sachs Eql WGHT Large | 0.02% | 800 | $61K | No change |
| MPT Medical Properties Trust Inc. | 0.02% | 10,000 | $60K | No change |
| FBND Fidelity Total Bond ETF | 0.02% | 1,316 | $60K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 607 | $60K | Add +9.0% |
| DD Dupont DE Nemours Inc. | 0.02% | 763 | $57K | Add +12.5% |
| GOOG Alphabet Inc. Class C | 0.02% | 362 | $57K | No change |
| FQAL Fidelity Quality Factor ETF | 0.02% | 877 | $56K | New |
| ABBV Abbvie Inc. | 0.02% | 266 | $56K | Add +64.2% |
| VGSH Vanguard Short-Term Treasury | 0.02% | 946 | $56K | Add +5.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.02% | 1,825 | $55K | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.02% | 66 | $55K | Add +100.0% |
| APD Air Products & Chemicals Inc. | 0.02% | 183 | $54K | Add +10.9% |
| VGIT Vanguard Intermediate-Term T | 0.02% | 901 | $54K | Add +28.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.02% | 760 | $52K | Reduce -11.0% |
| BA The Boeing Co. | 0.02% | 297 | $51K | Add +33.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 2,127 | $50K | No change |
| CI The Cigna Group | 0.02% | 151 | $50K | Add +20.8% |
| DHR Danaher Corp. | 0.02% | 242 | $50K | New |
| SVOL Simplify Volatility Premium | 0.02% | 2,700 | $49K | Add +1250.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.02% | 956 | $49K | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.02% | 146 | $48K | No change |
| CTVA Corteva Inc. | 0.02% | 755 | $48K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 901 | $47K | Reduce -4.2% |
| YUM Yum! Brands Inc. | 0.01% | 291 | $46K | Add +0.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 578 | $46K | Add +6.1% |
| VLO Valero Energy Corp. | 0.01% | 333 | $44K | New |
| AMGN Amgen Inc. | 0.01% | 139 | $43K | Reduce -50.7% |
| HRL Hormel Foods Corp. | 0.01% | 1,374 | $43K | No change |
| PFE Pfizer Inc. | 0.01% | 1,664 | $42K | Reduce -9.4% |
| ETR Entergy Corp. | 0.01% | 478 | $41K | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 517 | $41K | Add +72.3% |
| MO Altria Group Inc. | 0.01% | 666 | $40K | No change |
| CASY Casey's General Stores Inc. | 0.01% | 91 | $40K | Add +40.0% |
| ADP Automatic Data Processing | 0.01% | 129 | $39K | Add +72.0% |
| NZF Nuveen Municipal Credit Inc. | 0.01% | 3,201 | $39K | No change |
| HPQ HP Inc. | 0.01% | 1,405 | $39K | New |
| LMT Lockheed Martin Corp. | 0.01% | 87 | $39K | Reduce -36.0% |
| PM Philip Morris International | 0.01% | 238 | $38K | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 299 | $36K | Add +99.3% |
| HD Home Depot Inc. | 0.01% | 99 | $36K | Add +86.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.01% | 750 | $35K | No change |
| FDVV Fidelity High Dividend ETF | 0.01% | 686 | $34K | New |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 333 | $34K | New |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 277 | $34K | Reduce -11.5% |
| SCHX Schwab US Large-Cap ETF | 0.01% | 1,524 | $34K | No change |
| TGT Target Corp. | 0.01% | 322 | $34K | Add +2.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 200 | $33K | Reduce -28.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 1,051 | $32K | No change |
| SOLV Solventum Corp. | 0.01% | 412 | $31K | Add +7.8% |
| MS Morgan Stanley | 0.01% | 266 | $31K | Add +46.1% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.01% | 1,000 | $31K | No change |
| DOW Dow Inc. | 0.01% | 871 | $30K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 372 | $30K | No change |
| WMB Williams Cos Inc. | 0.01% | 505 | $30K | Add +4490.9% |
| EBAY eBay Inc. | 0.01% | 445 | $30K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.01% | 1,092 | $30K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 30 | $30K | Reduce -9.1% |
| DOV Dover Corp. | 0.01% | 163 | $29K | Add +20.7% |
| ORCL Oracle Corp. | 0.01% | 204 | $29K | Add +284.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 676 | $28K | Add +23.6% |
| IHDG Wisdomtree International Hed | 0.01% | 639 | $28K | Reduce -0.8% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.01% | 407 | $28K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 755 | $27K | No change |
| AVUS Avantis U.S. Equity ETF | 0.01% | 292 | $27K | New |
| AVEM Avantis Emerging Markets Eq | 0.01% | 439 | $26K | Add +2.1% |
| USD Proshares Ultra Semiconduct | 0.01% | 654 | $26K | Add +6.9% |
| IYE iShares U.S. Energy ETF | 0.01% | 533 | $26K | New |
| CCI Crown Castle Inc. | 0.01% | 250 | $26K | New |
| UBER Uber Technologies Inc. | 0.01% | 348 | $25K | Add +12.3% |
| RA Brookfield Real Assets Incom | 0.01% | 1,904 | $25K | Add +67.8% |
| VALE Vale SA-SP ADR | 0.01% | 2,500 | $25K | Reduce -5.3% |
| AMLP Alerian MLP ETF | 0.01% | 463 | $24K | Add +790.4% |
| CMCSA Comcast Corp. Class A | 0.01% | 643 | $24K | Reduce -23.8% |
| EMR Emerson Electric Co. | 0.01% | 215 | $24K | No change |
| ADBE Adobe Inc. | 0.01% | 61 | $23K | Add +5.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 196 | $23K | New |
| TDS Telephone and Data Systems | 0.01% | 591 | $23K | Reduce -43.0% |
| CLX Clorox Company | 0.01% | 155 | $23K | No change |
| BUCK Simplify Treasury Option Inc. | 0.01% | 900 | $22K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 292 | $22K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.01% | 970 | $22K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 106 | $22K | Add +6.0% |
| BND Vanguard Total Bond Market | 0.01% | 295 | $22K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.01% | 210 | $22K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 910 | $21K | No change |
| FCOR Fidelity Corporate Bond ETF | 0.01% | 454 | $21K | New |
| CMDY iShares Bloomberg Roll Selec | 0.01% | 410 | $21K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 350 | $21K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 231 | $21K | Reduce -32.3% |
| DOC Healthpeak Properties Inc. | 0.01% | 1,000 | $20K | No change |
| USB US Bancorp | 0.01% | 478 | $20K | Add +112.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 727 | $20K | No change |
| FDN First Trust DJ Internet Ind | 0.01% | 90 | $20K | No change |
| TXN Texas Instruments Inc. | 0.01% | 109 | $20K | Add +395.4% |
| GD General Dynamics Corp. | 0.01% | 70 | $19K | Add +2.9% |
| NEE Nextera Energy Inc. | 0.01% | 269 | $19K | Add +389.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 409 | $19K | No change |
| GEV GE Vernova Inc. | 0.01% | 62 | $19K | Reduce -62.4% |
| CB Chubb Ltd. | 0.01% | 62 | $19K | Add +5.1% |
| IYW iShares Ustechnology ETF | 0.01% | 133 | $19K | New |
| IEMG iShares Core MSCI Emerging | 0.01% | 344 | $19K | No change |
| UNP Union Pacific Corp. | 0.01% | 78 | $18K | Add +151.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.01% | 250 | $18K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 105 | $18K | Add +19.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.01% | 349 | $18K | New |
| IPAC iShares Core MSCI Pacific Et | 0.01% | 284 | $18K | No change |
| IR Ingersoll-Rand Inc. | 0.01% | 220 | $18K | New |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.01% | 486 | $18K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 216 | $17K | New |
| CSCO Cisco Systems Inc. | 0.01% | 274 | $17K | Add +27.4% |
| IEUR iShares Core MSCI Europe ETF | 0.01% | 267 | $16K | No change |
| RTX RTX Corp. | 0.01% | 120 | $16K | Reduce -67.8% |
| CEG Constellation Energy | 0.01% | 78 | $16K | Add +4.0% |
| YUMC Yum China Holdings Inc. | 0.01% | 302 | $16K | Add +0.3% |
| HLI Houlihan Lokey Inc. | 0.01% | 96 | $16K | No change |
| TRV The Travelers Cos Inc. | 0.00% | 58 | $15K | New |
| FXH First Trust Health Care Alph | 0.00% | 146 | $15K | New |
| SHW The Sherwin-Williams Co. | 0.00% | 43 | $15K | Add +53.6% |
| PEJ Invesco Leisure & Entertainm | 0.00% | 307 | $15K | New |
| FSMD Fidelity Small-Mid Multifact | 0.00% | 370 | $14K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 200 | $14K | Add +100.0% |
| NKE Nike Inc. Class B | 0.00% | 226 | $14K | Reduce -11.7% |
| TFC Truist Financial Corp. | 0.00% | 348 | $14K | Add +56.8% |
| BDX Becton Dickinson and Co. | 0.00% | 60 | $14K | Reduce -33.3% |
| IYH iShares U.S. Healthcare ETF | 0.00% | 225 | $14K | New |
| PYPL PayPal Holdings Inc. | 0.00% | 207 | $14K | Reduce -5.5% |
| LIN Linde PLC | 0.00% | 29 | $14K | Reduce -3.3% |
| GPC Genuine Parts Co. | 0.00% | 113 | $13K | Add +50.7% |
| JNK SS SPDR BB High Yield Bond | 0.00% | 140 | $13K | No change |
| EXC Exelon Corp. | 0.00% | 282 | $13K | No change |
| MDT Medtronic PLC | 0.00% | 143 | $13K | Reduce -0.7% |
| GLW Corning Inc. | 0.00% | 276 | $13K | Add +120.8% |
| HLNE Hamilton Lane Inc. Class A | 0.00% | 85 | $13K | No change |
| SPLB SS SPDR P Long Term C ETF | 0.00% | 559 | $13K | Add +1.8% |
| ADI Analog Devices Inc. | 0.00% | 62 | $13K | Add +416.7% |
| SYY Sysco Corp. | 0.00% | 165 | $12K | No change |
| EA Electronic Arts Inc. | 0.00% | 85 | $12K | Add +77.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 331 | $12K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 216 | $12K | New |
| GIS General Mills Inc. | 0.00% | 197 | $12K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 45 | $12K | No change |
| PLD Prologis Inc. | 0.00% | 104 | $12K | New |
| CHKP Check Point Software Tech | 0.00% | 51 | $12K | Reduce -78.8% |
| WM Waste Management Inc. | 0.00% | 50 | $12K | No change |
| PH Parker Hannifin Corp. | 0.00% | 19 | $12K | Reduce -9.5% |
| VGLT Vanguard Long-Term Treasury | 0.00% | 200 | $12K | New |
| BP BP PLC-Spons ADR | 0.00% | 336 | $11K | Reduce -2.0% |
| FTSM First Trust Enh Short Mat FD | 0.00% | 183 | $11K | New |
| ACN Accenture PLC Class A | 0.00% | 35 | $11K | No change |
| USMC Principal US Mega-Cap ETF | 0.00% | 191 | $11K | No change |
| IWF iShares Russell 1000 Growth | 0.00% | 30 | $11K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 22 | $11K | Add +4.8% |
| FDX FedEx Corp. | 0.00% | 43 | $10K | Add +87.0% |
| BLDR Builders Firstsource Inc. | 0.00% | 83 | $10K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 91 | $10K | No change |
| WHF Whitehorse Finance Inc. | 0.00% | 1,054 | $10K | New |
| ITW Illinois Tool Works | 0.00% | 41 | $10K | Add +13.9% |
| WING Wingstop Inc. | 0.00% | 45 | $10K | No change |
| SCHR Schwab Intermediate-Term US | 0.00% | 408 | $10K | No change |
| QCOM Qualcomm Inc. | 0.00% | 66 | $10K | Add +43.5% |
| PSX Phillips 66 | 0.00% | 82 | $10K | Add +310.0% |
| XLY SS Consumer Disc Select Sect | 0.00% | 51 | $10K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.00% | 236 | $10K | Add +30.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 286 | $10K | No change |
| IAU iShares Gold Trust | 0.00% | 169 | $10K | No change |
| MBB iShares MBS ETF | 0.00% | 104 | $10K | Add +940.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 184 | $10K | New |
| BMY Bristol-Myers Squibb Co. | 0.00% | 157 | $10K | No change |
| USRT iShares Core US REIT ETF | 0.00% | 166 | $10K | Reduce -6.7% |
| AMD Advanced Micro Devices | 0.00% | 93 | $10K | Reduce -76.1% |
| FAST Fastenal Co. | 0.00% | 123 | $10K | Add +23.0% |
| MDLZ Mondelez International Inc. Class A | 0.00% | 140 | $9K | New |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.00% | 253 | $9K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 122 | $9K | No change |
| WPC WP Carey Inc. | 0.00% | 150 | $9K | No change |
| VDC Vanguard Consumer Staple ETF | 0.00% | 43 | $9K | No change |
| PFM Invesco Dividend Achievers E | 0.00% | 204 | $9K | No change |
| ALL Allstate Corp. | 0.00% | 45 | $9K | Add +350.0% |
| SFM Sprouts Farmers Market Inc. | 0.00% | 57 | $9K | No change |
| EWL iShares MSCI Switzerland ETF | 0.00% | 166 | $9K | No change |
| BLK BlackRock Inc. | 0.00% | 9 | $9K | Add +200.0% |
| COF Capital One Financial Corp. | 0.00% | 46 | $8K | New |
| DOCS Doximity Inc. Class A | 0.00% | 142 | $8K | No change |
| PCAR Paccar Inc. | 0.00% | 84 | $8K | Add +40.0% |
| SCHF Schwab Intl Equity ETF | 0.00% | 412 | $8K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 32 | $8K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 105 | $8K | Add +176.3% |
| SPGP Invesco S&P 500 Garp ETF | 0.00% | 80 | $8K | New |
| CME Cme Group Inc. | 0.00% | 30 | $8K | Add +100.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 12 | $8K | Add +140.0% |
| APPF Appfolio Inc. Class A | 0.00% | 36 | $8K | No change |
| CAVA Cava Group Inc. | 0.00% | 90 | $8K | New |
| UPS United Parcel Service Class B | 0.00% | 70 | $8K | Add +16.7% |
| ITOT iShares Core S&P Total U.S. | 0.00% | 63 | $8K | No change |
| QLYS Qualys Inc. | 0.00% | 60 | $8K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 351 | $8K | No change |
| VLTO Veralto Corp. | 0.00% | 77 | $8K | New |
| O Realty Income Corp. | 0.00% | 128 | $7K | Add +113.3% |
| PNC PNC Financial Services Group | 0.00% | 42 | $7K | New |
| BKH Black Hills Corp. | 0.00% | 120 | $7K | Reduce -33.3% |
| HBI Hanesbrands Inc. | 0.00% | 1,250 | $7K | Add +4.2% |
| XLE SS Energy Select Sector | 0.00% | 76 | $7K | Reduce -65.6% |
| NRG NRG Energy Inc. | 0.00% | 73 | $7K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 84 | $7K | New |
| PGR Progressive Corp. | 0.00% | 24 | $7K | Add +140.0% |
| SRE Sempra | 0.00% | 95 | $7K | Add +427.8% |
| BSX Boston Scientific Corp. | 0.00% | 67 | $7K | New |
| USFR Wisdomtree Floating Rate Tre | 0.00% | 133 | $7K | New |
| NOC Northrop Grumman Corp. | 0.00% | 13 | $7K | Add +550.0% |
| EEFT Euronet Worldwide Inc. | 0.00% | 60 | $6K | No change |
| EWC iShares MSCI Canada ETF | 0.00% | 157 | $6K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 635 | $6K | Reduce -18.8% |
| PAYX Paychex Inc. | 0.00% | 41 | $6K | Add +57.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.00% | 15 | $6K | Reduce -70.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 154 | $6K | Reduce -5.5% |
| DAL Delta Air Lines Inc. | 0.00% | 144 | $6K | Add +7100.0% |
| TWLO Twilio Inc. Class A | 0.00% | 64 | $6K | No change |
| ETN Eaton Corp. PLC | 0.00% | 23 | $6K | New |
| FSV Firstservice Corp. | 0.00% | 37 | $6K | No change |
| INTU Intuit Inc. | 0.00% | 10 | $6K | New |
| PPL PPL Corp. | 0.00% | 169 | $6K | Add +201.8% |
| LH Labcorp Holdings Inc. | 0.00% | 26 | $6K | No change |
| DUK Duke Energy Corp. | 0.00% | 49 | $6K | New |
| GAL SS Global Allocation ETF | 0.00% | 133 | $6K | New |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 83 | $6K | New |
| B Barrick Gold Corp. | 0.00% | 300 | $6K | New |
| AMAT Applied Materials Inc. | 0.00% | 40 | $6K | Add +700.0% |
| INTC Intel Corp. | 0.00% | 255 | $6K | Reduce -25.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 50 | $6K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 100 | $6K | No change |
| C Citigroup Inc. | 0.00% | 80 | $6K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 80 | $6K | Add +14.3% |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 72 | $6K | No change |
| TDY Teledyne Technologies Inc. | 0.00% | 11 | $5K | New |
| VPU Vanguard Utilities ETF | 0.00% | 32 | $5K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.00% | 97 | $5K | New |
| ISRG Intuitive Surgical Inc. | 0.00% | 11 | $5K | New |
| BTI British American Tob-SP ADR | 0.00% | 131 | $5K | No change |
| FIS Fidelity National Info Serv | 0.00% | 72 | $5K | New |
| DGRO iShares Core Dividend Growth | 0.00% | 87 | $5K | No change |
| CCC CCC Intelligent Solutions Ho | 0.00% | 588 | $5K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 28 | $5K | New |
| CPRT Copart Inc. | 0.00% | 92 | $5K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 104 | $5K | Add +50.7% |
| PANW Palo Alto Networks Inc. | 0.00% | 30 | $5K | New |
| HAUZ Xtrackers Intl Real Estate | 0.00% | 251 | $5K | No change |
| ATLO Ames National Corp. | 0.00% | 291 | $5K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 96 | $5K | New |
| TSN Tyson Foods Inc. Class A | 0.00% | 79 | $5K | Add +43.6% |
| HSY The Hershey Co. | 0.00% | 29 | $5K | New |
| HYD Vaneck High Yield Muni ETF | 0.00% | 95 | $5K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 149 | $5K | No change |
| ATI Ati Inc. | 0.00% | 92 | $5K | New |
| CSX CSX Corp. | 0.00% | 162 | $5K | New |
| HUM Humana Inc. | 0.00% | 18 | $5K | New |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.00% | 670 | $5K | Add +38.1% |
| J Jacobs Solutions Inc. | 0.00% | 39 | $5K | New |
| HOLX Hologic Inc. | 0.00% | 76 | $5K | New |
| RWO State Street SPDR Dow Jones | 0.00% | 106 | $5K | Reduce -12.4% |
| UTHR United Therapeutics Corp. | 0.00% | 15 | $5K | No change |
| CNQ Canadian Natural Resources | 0.00% | 150 | $5K | No change |
| RSG Republic Services Inc. | 0.00% | 19 | $5K | New |
| EBND State Street SPDR Bloomberg | 0.00% | 228 | $5K | No change |
| PCH Potlatchdeltic Corp. | 0.00% | 100 | $5K | No change |
| CIG Cia Energetica DE-Spon ADR | 0.00% | 2,561 | $5K | New |
| DIAX Nuveen Dow 30 Dynamic Overwr | 0.00% | 311 | $5K | New |
| CDW CDW Corp. | 0.00% | 28 | $4K | New |
| AMT American Tower Corp. | 0.00% | 20 | $4K | New |
| MFC Manulife Financial Corp. | 0.00% | 139 | $4K | No change |
| IWD iShares Russell 1000 Value E | 0.00% | 23 | $4K | No change |
| CARR Carrier Global Corp. | 0.00% | 68 | $4K | Add +13.3% |
| ORLY O'reilly Automotive Inc. | 0.00% | 3 | $4K | New |
| VMI Valmont Industries | 0.00% | 15 | $4K | No change |
| VTRS Viatris Inc. | 0.00% | 487 | $4K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 84 | $4K | New |
| TDG Transdigm Group Inc. | 0.00% | 3 | $4K | New |
| K Kellanova | 0.00% | 50 | $4K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 56 | $4K | Reduce -63.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 100 | $4K | New |
| KLAC KLA Corp. | 0.00% | 6 | $4K | No change |
| CWAN Clearwater Analytics HDS-A | 0.00% | 149 | $4K | No change |
| TRI Thomson Reuters Corp. | 0.00% | 23 | $4K | Add +35.3% |
| MGM MGM Resorts International | 0.00% | 134 | $4K | New |
| PFF iShares Preferred & Income S | 0.00% | 127 | $4K | Add +1311.1% |
| STZ Constellation Brands Inc. Class A | 0.00% | 21 | $4K | New |
| VXUS Vanguard Total Intl Stock | 0.00% | 62 | $4K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 20 | $4K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 111 | $4K | New |
| WK Workiva Inc. | 0.00% | 50 | $4K | No change |
| KR Kroger Co. | 0.00% | 56 | $4K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 85 | $4K | No change |
| MTBA Simplify MBS ETF | 0.00% | 70 | $4K | New |
| LPX Louisiana-Pacific Corp. | 0.00% | 38 | $3K | No change |
| ARKK ARK Innovation ETF | 0.00% | 73 | $3K | No change |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | 0.00% | 96 | $3K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 465 | $3K | No change |
| AAL American Airlines Group Inc. | 0.00% | 311 | $3K | No change |
| EQIX Equinix Inc. | 0.00% | 4 | $3K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 29 | $3K | No change |
| NAIL Dire Dail HB & SB 3X ETF-Usd | 0.00% | 51 | $3K | New |
| OGE Oge Energy Corp. | 0.00% | 69 | $3K | No change |
| DFAC Dimensional US Core Equity 2 | 0.00% | 96 | $3K | Add +9500.0% |
| WEC WEC Energy Group Inc. | 0.00% | 29 | $3K | New |
| BR Broadridge Financial Solutio | 0.00% | 13 | $3K | Reduce -51.9% |
| AGG iShares Core U.S. Aggregate | 0.00% | 32 | $3K | Add +966.7% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 26 | $3K | No change |
| SPGI S&P Global Inc. | 0.00% | 6 | $3K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 6 | $3K | Reduce -25.0% |
| ABR Arbor Realty Trust Inc. | 0.00% | 250 | $3K | New |
| IDV iShares International Select | 0.00% | 94 | $3K | Add +487.5% |
| SITE Siteone Landscape Supply Inc. | 0.00% | 24 | $3K | No change |
| HTGC Hercules Capital Inc. | 0.00% | 150 | $3K | New |
| DGX Quest Diagnostics Inc. | 0.00% | 17 | $3K | New |
| DELL Dell Technologies -C | 0.00% | 31 | $3K | New |
| RH RH | 0.00% | 12 | $3K | No change |
| MET Metlife Inc. | 0.00% | 35 | $3K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 27 | $3K | No change |
| RELX Relx PLC - Spon ADR | 0.00% | 55 | $3K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 257 | $3K | Add +173.4% |
| SITM Sitime Corp. | 0.00% | 18 | $3K | No change |
| EIPI FT Energy Income ETF | 0.00% | 135 | $3K | No change |
| GS Goldman Sachs Group Inc. | 0.00% | 5 | $3K | New |
| EMHY iShares J.P. Morgan Em High | 0.00% | 70 | $3K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 29 | $3K | No change |
| HAL Halliburton Co. | 0.00% | 102 | $3K | No change |
| FOXA Fox Corp. Class A | 0.00% | 44 | $2K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 67 | $2K | New |
| MAR Marriott International Class A | 0.00% | 10 | $2K | No change |
| PLNT Planet Fitness Inc. Class A | 0.00% | 25 | $2K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 95 | $2K | No change |
| EQT Eqt Corp. | 0.00% | 45 | $2K | No change |
| JFLI JPMorgan Flexible Income ETF | 0.00% | 50 | $2K | New |
| NSC Norfolk Southern Corp. | 0.00% | 10 | $2K | No change |
| PZA Invesco National Amt-Free Mu | 0.00% | 102 | $2K | No change |
| MUSA Murphy USA Inc. | 0.00% | 5 | $2K | No change |
| MUB iShares National Muni Bond E | 0.00% | 22 | $2K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 64 | $2K | No change |
| TRP TC Energy Corp. | 0.00% | 49 | $2K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 185 | $2K | New |
| TRMB Trimble Inc. | 0.00% | 35 | $2K | No change |
| OC Owens Corning | 0.00% | 16 | $2K | New |
| EXR Extra Space Storage Inc. | 0.00% | 15 | $2K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 11 | $2K | New |
| UL Unilever PLC | 0.00% | 37 | $2K | No change |
| SILA Sila Realty Trust Inc. | 0.00% | 82 | $2K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.00% | 46 | $2K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 42 | $2K | Reduce -8.7% |
| AXON Axon Enterprise Inc. | 0.00% | 4 | $2K | New |
| DUHP Dimensional US High Profi Et | 0.00% | 63 | $2K | New |
| GLPI Gaming and Leisure Propertie | 0.00% | 40 | $2K | No change |
| DFUV Dimensional US Marketwide Va | 0.00% | 49 | $2K | New |
| TRN Trinity Industries Inc. | 0.00% | 71 | $2K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 59 | $2K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 130 | $2K | No change |
| GEHC GE Healthcare Technology | 0.00% | 24 | $2K | Reduce -42.9% |
| REGN Regeneron Pharmaceuticals | 0.00% | 3 | $2K | No change |
| CCL Carnival Corp. | 0.00% | 97 | $2K | Add +26.0% |
| MKL Markel Group Inc. | 0.00% | 1 | $2K | New |
| USHY iShares Broad Usd High Yield | 0.00% | 48 | $2K | New |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.00% | 38 | $2K | New |
| CC The Chemours Co. | 0.00% | 126 | $2K | No change |
| AGGY Wisdomtree Yield Enhanced US | 0.00% | 39 | $2K | New |
| D Dominion Energy Inc. | 0.00% | 30 | $2K | Reduce -33.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 20 | $2K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 34 | $2K | New |
| POOL Pool Corp. | 0.00% | 5 | $2K | New |
| WSM Williams-Sonoma Inc. | 0.00% | 10 | $2K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 39 | $2K | No change |
| COP Conocophillips | 0.00% | 15 | $2K | New |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.00% | 88 | $2K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 32 | $2K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 50 | $2K | No change |
| NXPI NXP Semiconductors NV | 0.00% | 8 | $2K | New |
| CMS CMS Energy Corp. | 0.00% | 20 | $2K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 12 | $1K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 25 | $1K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 21 | $1K | No change |
| LSTR Landstar System Inc. | 0.00% | 9 | $1K | No change |
| EWBC East West Bancorp Inc. | 0.00% | 15 | $1K | No change |
| WBS Webster Financial Corp. | 0.00% | 26 | $1K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 5 | $1K | New |
| DFIC Dimensional International Co. | 0.00% | 48 | $1K | New |
| NTAP Netapp Inc. | 0.00% | 15 | $1K | Add +25.0% |
| TOL Toll Brothers Inc. | 0.00% | 12 | $1K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 7 | $1K | No change |
| HDV iShares Core High Dividend E | 0.00% | 10 | $1K | No change |
| AGCO Agco Corp. | 0.00% | 13 | $1K | New |
| PSA Public Storage | 0.00% | 4 | $1K | New |
| EIX Edison International | 0.00% | 20 | $1K | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 300 | $1K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 15 | $1K | No change |
| IVW iShares S&P 500 Growth ETF | 0.00% | 12 | $1K | No change |
| PAC Grupo Aeroportuario Pac-ADR | 0.00% | 6 | $1K | No change |
| VFC VF Corp. | 0.00% | 70 | $1K | Reduce -33.3% |
| AVB Avalonbay Communities Inc. | 0.00% | 5 | $1K | New |
| APA Apa Corp. | 0.00% | 50 | $1K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 36 | $1K | No change |
| ARES Ares Management Corp. Class A | 0.00% | 7 | $1K | New |
| EOG EOG Resources Inc. | 0.00% | 8 | $1K | No change |
| PPLI People Inc. filed as IAC INC | 0.00% | 22 | $1K | New |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 34 | $986 | No change |
| BIO Bio-Rad Laboratories-A | 0.00% | 4 | $974 | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 20 | $969 | New |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 8 | $962 | No change |
| NFLX Netflix Inc. | 0.00% | 1 | $933 | New |
| RHI Robert Half Inc. | 0.00% | 17 | $927 | No change |
| KKR KKR & Co. Inc. | 0.00% | 8 | $925 | New |
| DFIV Dimensional International Va | 0.00% | 23 | $905 | New |
| SIRI Sirius XM Holdings Inc. | 0.00% | 40 | $902 | No change |
| IMTM iShares MSCI Intl Momentum F | 0.00% | 22 | $879 | New |
| MDV Modiv Industrial Inc. | 0.00% | 54 | $874 | Add +1.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 32 | $872 | No change |
| DIHP Dimensional International Hi | 0.00% | 32 | $862 | New |
| TGNA Tegna Inc. | 0.00% | 47 | $856 | No change |
| NUE Nucor Corp. | 0.00% | 7 | $842 | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 14 | $841 | No change |
| DRI Darden Restaurants Inc. | 0.00% | 4 | $831 | New |
| OMC Omnicom Group | 0.00% | 10 | $829 | No change |
| LBTYK Liberty Global Ltd. Class C | 0.00% | 67 | $802 | No change |
| DINO HF Sinclair Corp. | 0.00% | 24 | $789 | No change |
| AVSC Avantis US Small Cap Equity | 0.00% | 16 | $774 | New |
| UAA Under Armour Inc. Class A | 0.00% | 120 | $750 | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 12 | $739 | No change |
| BAH Booz Allen Hamilton Holdings | 0.00% | 7 | $732 | New |
| ARCC Ares Capital Corp. | 0.00% | 33 | $731 | New |
| RGNX Regenxbio Inc. | 0.00% | 100 | $715 | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 2 | $705 | New |
| IUSV iShares Core S&P U.S. Value | 0.00% | 8 | $703 | No change |
| BX Blackstone Inc. | 0.00% | 5 | $699 | New |
| MCK McKesson Corp. | 0.00% | 1 | $673 | New |
| IXUS iShares Core Intl Stock ETF | 0.00% | 9 | $653 | No change |
| IRT Independence Realty Trust Inc. | 0.00% | 30 | $637 | New |
| SNREY Sunrise Communicat Class A | 0.00% | 13 | $628 | No change |
| URI United Rentals Inc. | 0.00% | 1 | $627 | New |
| OWL Blue Owl Capital Inc. | 0.00% | 30 | $601 | New |
| ZION Zions Bancorp NA | 0.00% | 12 | $598 | New |
| HIT Health in Tech Inc. Class A | 0.00% | 880 | $582 | No change |
| ZIM Zim Integrated Shipping Serv | 0.00% | 38 | $554 | No change |
| WAB Wabtec Corp. | 0.00% | 3 | $544 | No change |
| IYR iShares US Real Estate ETF | 0.00% | 6 | $535 | No change |
| DAR Darling Ingredients Inc. | 0.00% | 17 | $531 | New |
| AHR American Healthcare REIT Inc. | 0.00% | 17 | $515 | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 6 | $494 | New |
| SCHW Schwab (charles) Corp. | 0.00% | 6 | $470 | New |
| DEM Wisdomtree Emerging Markets | 0.00% | 11 | $463 | New |
| GBDC Golub Capital BDC Inc. | 0.00% | 28 | $424 | New |
| FHLC Fidelity MSCI Health Care | 0.00% | 6 | $401 | No change |
| DON Wisdomtree US Midcap Dividen | 0.00% | 8 | $396 | New |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 20 | $379 | New |
| CFR Cullen/Frost Bankers Inc. | 0.00% | 3 | $376 | New |
| EMLC Vaneck JPM Em Local Curr BND | 0.00% | 15 | $358 | No change |
| DES Wisdomtree US Smallcap Divid | 0.00% | 11 | $352 | New |
| MU Micron Technology Inc. | 0.00% | 4 | $348 | New |
| BYND Beyond Meat Inc. | 0.00% | 109 | $332 | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 5 | $323 | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.00% | 8 | $318 | No change |
| DVYE iShares Emerging Markets Div | 0.00% | 10 | $277 | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 2 | $275 | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 3 | $270 | No change |
| FLOT iShares Floating Rate Bond E | 0.00% | 5 | $260 | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.00% | 5 | $247 | No change |
| DNUT Krispy Kreme Inc. | 0.00% | 50 | $246 | New |
| KLG WK Kellogg Co. | 0.00% | 12 | $239 | No change |
| SOBO South Bow Corp. | 0.00% | 9 | $230 | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 2 | $228 | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 3 | $217 | New |
| SCHG Schwab US Large-Cap Growth | 0.00% | 8 | $200 | No change |
| DDOG Datadog Inc. Class A | 0.00% | 2 | $198 | New |
| FTRE Fortrea Holdings Inc. | 0.00% | 26 | $196 | No change |
| LCID Lucid Group Inc. | 0.00% | 70 | $169 | No change |
| QDEL Quidelortho Corp. | 0.00% | 4 | $140 | No change |
| OTLY Oatly Group AB | 0.00% | 12 | $118 | Reduce -4.0% |
| BUZZ Vaneck Social Sentiment ETF | 0.00% | 5 | $112 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 20 | $88 | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 3 | $80 | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 1 | $68 | No change |
| BW Babcock & Wilcox Enterpr | 0.00% | 100 | $67 | No change |
| GPRO Gopro Inc. Class A | 0.00% | 100 | $66 | New |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 1 | $34 | No change |
| FELV Fidelity Enh LRG Cap Val ETF | 0.00% | 1 | $30 | No change |
| GENERATION INCOME PPTYS INC | 0.00% | 12 | $19 | No change |
| NIO Nio Inc. - ADR | 0.00% | 5 | $19 | No change |
| TFLO iShares Treasury Floating Ra | 0.00% | 1 | $18 | No change |
| SMSI Smith Micro Software Inc. | 0.00% | 13 | $10 | No change |
| YOLO Advisorshares Pure Cannabis | 0.00% | 1 | $2 | No change |