| RIO Rio Tinto PLC-Spon ADR | 11.97% | 2,459,471 | $161.6M | Reduce -1.9% |
| MSFT Microsoft Corp. | 3.51% | 91,442 | $47.4M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 3.30% | 683,820 | $44.6M | Add +0.1% |
| AAPL Apple Inc. | 2.89% | 153,091 | $39.0M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 2.88% | 523,326 | $38.9M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 2.79% | 629,404 | $37.7M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 1.98% | 224,993 | $26.7M | Add +0.5% |
| PG The Procter & Gamble Co. | 1.97% | 173,199 | $26.6M | Reduce -5.2% |
| QUAL iShares MSCI USA Quality Fac | 1.83% | 127,148 | $24.7M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 1.77% | 75,718 | $23.9M | Add +1.1% |
| AVGO Broadcom Inc. | 1.64% | 66,944 | $22.1M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 1.61% | 89,468 | $21.7M | Add +1.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.54% | 219,257 | $20.9M | Reduce -0.6% |
| SCHO Schwab Short-Term US Treas | 1.37% | 758,142 | $18.5M | Add +2.6% |
| IBTH iShares Ibonds Dec 2027 Term | 1.37% | 819,597 | $18.5M | Add +4.7% |
| IBTI iShares Ibonds Dec 2028 Term | 1.36% | 818,071 | $18.3M | Add +3.3% |
| LLY Eli Lilly & Co. | 1.31% | 23,152 | $17.7M | Add +1.0% |
| IBDR iShares Ibonds Dec 2026 Term | 1.25% | 694,316 | $16.9M | Add +3.0% |
| MTUM iShares MSCI USA Momentum Fa | 1.24% | 65,111 | $16.7M | Reduce -1.6% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.21% | 745,513 | $16.4M | Add +4.0% |
| VGK Vanguard Ftse Europe ETF | 1.19% | 201,201 | $16.1M | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 1.18% | 74,046 | $16.0M | Reduce -6.5% |
| SGOV iShares 0-3 Month Treasury B | 1.18% | 157,624 | $15.9M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.13% | 81,530 | $15.2M | Reduce -1.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.06% | 568,766 | $14.3M | Reduce -1.5% |
| DGRO iShares Core Dividend Growth | 0.92% | 181,614 | $12.4M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.86% | 50,285 | $11.6M | Add +2.0% |
| COST Costco Wholesale Corp. | 0.80% | 11,690 | $10.8M | Reduce -5.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.80% | 121,448 | $10.8M | Reduce -1.2% |
| MPC Marathon Petroleum Corp. | 0.79% | 55,073 | $10.6M | Add +634.9% |
| TPZ Tort Electf Infra ETF-Usd Inc. filed as TORTOISE CAPITAL SERIES TRUS | 0.77% | 562,329 | $10.4M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 0.74% | 13,533 | $9.9M | Add +2.3% |
| FXI iShares China Large-Cap ETF | 0.73% | 239,086 | $9.8M | Add +336.3% |
| GE General Electric filed as GE AEROSPACE | 0.72% | 32,292 | $9.7M | Add +13.9% |
| MCHI iShares MSCI China ETF | 0.72% | 147,299 | $9.7M | Add +9.7% |
| GLD SPDR Gold Shares | 0.69% | 26,091 | $9.3M | Add +2.8% |
| ILF iShares Latin America 40 ETF | 0.69% | 320,558 | $9.3M | Add +0.2% |
| XLK SS Technology Select Sector | 0.66% | 31,444 | $8.9M | Reduce -7.6% |
| WM Waste Management Inc. | 0.64% | 39,309 | $8.7M | Add +2.8% |
| WMT Walmart Inc. | 0.63% | 82,990 | $8.6M | Reduce -1.4% |
| CTAS Cintas Corp. | 0.63% | 41,162 | $8.4M | Add +2.7% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.61% | 516,344 | $8.2M | Reduce -1.1% |
| STOT SS DL St Dur TR Tact ETF | 0.61% | 173,571 | $8.2M | Reduce -9.4% |
| ARX Accelerant Holdings Class A | 0.58% | 432,526 | $7.9M | New |
| TOTL SS Doubleline TR Tact ETF | 0.58% | 191,582 | $7.8M | Add +0.0% |
| HD Home Depot Inc. | 0.56% | 18,721 | $7.6M | Add +2.9% |
| V Visa Inc. Class A | 0.55% | 21,767 | $7.4M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 48,380 | $7.0M | Add +0.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.51% | 262,071 | $6.9M | Add +0.3% |
| PRF Invesco Rafi US 1000 ETF | 0.51% | 151,418 | $6.8M | Reduce -4.4% |
| EWH iShares MSCI Hong Kong ETF | 0.50% | 313,507 | $6.8M | New |
| IVV iShares Core S&P 500 ETF | 0.49% | 9,855 | $6.6M | Reduce -1.9% |
| AAXJ iShares MSCI All Country Asi | 0.48% | 71,768 | $6.5M | Add +32.5% |
| AMP Ameriprise Financial Inc. | 0.48% | 13,195 | $6.5M | Add +2.0% |
| SMLF iShares US Smallcap Equity F | 0.47% | 84,707 | $6.3M | Reduce -0.5% |
| VGSH Vanguard Short-Term Treasury | 0.46% | 105,602 | $6.2M | Reduce -32.9% |
| LINC Lincoln Educational Services | 0.44% | 255,080 | $6.0M | Reduce -12.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.43% | 18,903 | $5.9M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.43% | 51,794 | $5.8M | Reduce -2.3% |
| EWT iShares MSCI Taiwan ETF | 0.43% | 91,334 | $5.8M | Add +110.5% |
| JBS JBS NV-A | 0.43% | 388,881 | $5.8M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 8,560 | $5.7M | Reduce -0.7% |
| ADP Automatic Data Processing | 0.42% | 19,099 | $5.6M | Add +2.4% |
| NEE Nextera Energy Inc. | 0.41% | 74,046 | $5.6M | Add +3.6% |
| AMZN Amazon.com Inc. | 0.40% | 24,462 | $5.4M | Add +2.5% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.39% | 267,068 | $5.3M | Add +61.8% |
| J Jacobs Solutions Inc. | 0.38% | 34,433 | $5.2M | Add +3.9% |
| LMT Lockheed Martin Corp. | 0.38% | 10,252 | $5.1M | Add +3.7% |
| CSX CSX Corp. | 0.38% | 143,698 | $5.1M | Reduce -0.0% |
| ORCL Oracle Corp. | 0.37% | 17,611 | $5.0M | Reduce -17.6% |
| AXP American Express Co. | 0.37% | 14,909 | $5.0M | Add +6.5% |
| CVX Chevron Corp. | 0.36% | 31,087 | $4.8M | Reduce -1.0% |
| EWY iShares MSCI South Korea ETF | 0.35% | 59,803 | $4.8M | Reduce -16.0% |
| IQLT iShares MSCI International Q | 0.35% | 107,519 | $4.8M | Reduce -0.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.35% | 44,571 | $4.7M | Add +2.7% |
| JNJ Johnson & Johnson | 0.34% | 24,874 | $4.6M | Reduce -5.2% |
| PPLT Abrdn Physical Platinum SHRS | 0.34% | 31,960 | $4.6M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 7,515 | $4.5M | Reduce -3.3% |
| AEM Agnico Eagle Mines Ltd. | 0.33% | 26,517 | $4.5M | Reduce -0.2% |
| NMR Nomura Holdings Inc.-Spon ADR | 0.33% | 609,900 | $4.4M | Reduce -1.2% |
| VALE Vale SA-SP ADR | 0.33% | 406,664 | $4.4M | Reduce -27.2% |
| NUE Nucor Corp. | 0.32% | 32,206 | $4.4M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.32% | 14,203 | $4.3M | Add +2.2% |
| NGD New Gold Inc. | 0.32% | 599,744 | $4.3M | Reduce -1.4% |
| GS Goldman Sachs Group Inc. | 0.32% | 5,391 | $4.3M | Add +0.9% |
| CINF Cincinnati Financial Corp. | 0.31% | 26,856 | $4.2M | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.30% | 50,724 | $4.1M | Reduce -3.7% |
| SNA Snap-on Inc. | 0.29% | 11,317 | $3.9M | Add +4.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 13,887 | $3.9M | Add +39.0% |
| MU Micron Technology Inc. | 0.28% | 22,982 | $3.8M | Add +77.3% |
| LGLV SPDR US LC Low Vol Idx | 0.28% | 21,275 | $3.8M | Add +1.3% |
| PEP Pepsico Inc. | 0.28% | 26,683 | $3.7M | Reduce -40.4% |
| JOE The St Joe Co. | 0.28% | 75,180 | $3.7M | Reduce -9.9% |
| WEC WEC Energy Group Inc. | 0.27% | 32,260 | $3.7M | Add +6.6% |
| RRC Range Resources Corp. | 0.27% | 97,294 | $3.7M | Add +357.9% |
| GOOG Alphabet Inc. Class C | 0.27% | 14,782 | $3.6M | Reduce -2.6% |
| CME Cme Group Inc. | 0.26% | 13,008 | $3.5M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 6,941 | $3.5M | Reduce -2.8% |
| WLK Westlake Corp. | 0.26% | 45,072 | $3.5M | Add +0.5% |
| CNO Cno Financial Group Inc. | 0.26% | 87,808 | $3.5M | Add +6.0% |
| ACN Accenture PLC Class A | 0.25% | 13,944 | $3.4M | Reduce -40.6% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 48,490 | $3.0M | Add +6.9% |
| TRMD Torm PLC-A | 0.22% | 141,624 | $2.9M | New |
| DLY Doubleline Yield Opport | 0.22% | 193,322 | $2.9M | Reduce -1.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.21% | 24,328 | $2.8M | Reduce -55.0% |
| DSL Doubleline Income Solutions | 0.20% | 224,758 | $2.8M | Reduce -1.2% |
| DBND Doubleline Oppor Cor BND-Usd | 0.20% | 58,529 | $2.7M | New |
| AMAT Applied Materials Inc. | 0.20% | 13,190 | $2.7M | Reduce -1.4% |
| DBL Doubleline Opport Credit | 0.19% | 168,034 | $2.6M | Reduce -1.1% |
| MLP Maui Land & Pineapple Co. filed as MAUI LD & PINEAPPLE INC | 0.19% | 137,695 | $2.6M | Reduce -37.9% |
| UNP Union Pacific Corp. | 0.18% | 10,414 | $2.5M | Reduce -3.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 32,435 | $2.3M | Reduce -1.3% |
| ABT Abbott Laboratories | 0.17% | 16,870 | $2.3M | Reduce -10.4% |
| CAT Caterpillar Inc. | 0.17% | 4,701 | $2.2M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.17% | 26,694 | $2.2M | Reduce -4.1% |
| AMGN Amgen Inc. | 0.15% | 7,232 | $2.0M | Reduce -13.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 7,149 | $2.0M | Reduce -64.1% |
| KLAC KLA Corp. | 0.15% | 1,848 | $2.0M | Add +1.6% |
| RTX RTX Corp. | 0.15% | 11,873 | $2.0M | Reduce -0.7% |
| ROK Rockwell Automation Inc. | 0.14% | 5,425 | $1.9M | No change |
| MA Mastercard Inc. Class A | 0.14% | 3,246 | $1.8M | Add +0.1% |
| SPOT Spotify Technology SA | 0.13% | 2,563 | $1.8M | Add +1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 5,328 | $1.7M | Reduce -13.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 21,000 | $1.7M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.13% | 4,653 | $1.7M | Reduce -1.5% |
| XLF SS Financial Select Sector | 0.13% | 31,608 | $1.7M | No change |
| NSC Norfolk Southern Corp. | 0.13% | 5,644 | $1.7M | No change |
| SYK Stryker Corp. | 0.12% | 4,547 | $1.7M | Add +1.1% |
| EMR Emerson Electric Co. | 0.12% | 12,479 | $1.6M | Reduce -0.5% |
| USB US Bancorp | 0.12% | 33,445 | $1.6M | Reduce -2.5% |
| CB Chubb Ltd. | 0.12% | 5,577 | $1.6M | Reduce -4.6% |
| DE Deere & Co. | 0.11% | 3,321 | $1.5M | No change |
| TSLA Tesla Inc. | 0.11% | 3,414 | $1.5M | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 3,146 | $1.5M | Reduce -0.1% |
| MSI Motorola Solutions Inc. | 0.11% | 3,164 | $1.4M | Reduce -1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 7,521 | $1.4M | Reduce -1.4% |
| DVY iShares Select Dividend ETF | 0.10% | 9,618 | $1.4M | No change |
| XMMO Invesco S&P Midcap Momentum | 0.10% | 10,016 | $1.4M | Add +8.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 4,429 | $1.3M | Add +0.9% |
| XLY SS Consumer Disc Select Sect | 0.09% | 5,339 | $1.3M | No change |
| VGT Vanguard Info Tech ETF | 0.09% | 1,653 | $1.2M | No change |
| XLI SS Industrial Select Sector | 0.09% | 7,656 | $1.2M | Reduce -3.6% |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,972 | $1.2M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 10,649 | $1.2M | No change |
| EFA iShares MSCI Eafe ETF | 0.09% | 12,359 | $1.2M | Reduce -16.8% |
| DUK Duke Energy Corp. | 0.08% | 9,265 | $1.1M | Reduce -1.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.08% | 47,300 | $1.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 9,613 | $1.1M | Reduce -13.0% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 6,033 | $1.1M | Reduce -13.7% |
| NDAQ Nasdaq Inc. | 0.08% | 11,857 | $1.0M | Add +0.4% |
| XLE SS Energy Select Sector | 0.08% | 11,375 | $1.0M | Reduce -0.5% |
| PFE Pfizer Inc. | 0.07% | 39,663 | $1.0M | Reduce -3.2% |
| INTC Intel Corp. | 0.07% | 29,935 | $1.0M | Add +21.8% |
| MCHP Microchip Technology Inc. | 0.07% | 15,634 | $1.0M | No change |
| SLV iShares Silver Trust | 0.07% | 23,484 | $995K | No change |
| SO The Southern Co. | 0.07% | 9,798 | $929K | No change |
| HON Honeywell International Inc. | 0.07% | 4,333 | $912K | Add +2.4% |
| SAP Sap SE-Sponsored ADR | 0.07% | 3,384 | $904K | Add +9.9% |
| ISRG Intuitive Surgical Inc. | 0.07% | 2,000 | $894K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 17,327 | $894K | No change |
| AMD Advanced Micro Devices | 0.06% | 5,399 | $874K | Add +1.9% |
| AR Antero Resources Corp. | 0.06% | 25,000 | $839K | No change |
| BSX Boston Scientific Corp. | 0.06% | 8,400 | $820K | Add +13.5% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 4,277 | $811K | Reduce -4.3% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 17,855 | $805K | Add +1.1% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,687 | $790K | Add +3.7% |
| SCHP Schwab U.S. Tips ETF | 0.06% | 28,390 | $765K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $754K | No change |
| IVW iShares S&P 500 Growth ETF | 0.06% | 6,153 | $743K | No change |
| AFG American Financial Group Inc. | 0.05% | 5,029 | $733K | Add +0.5% |
| TRV The Travelers Cos Inc. | 0.05% | 2,495 | $697K | Reduce -3.9% |
| IWB iShares Russell 1000 ETF | 0.05% | 1,856 | $678K | No change |
| PNC PNC Financial Services Group | 0.05% | 3,322 | $667K | Add +0.1% |
| VLO Valero Energy Corp. | 0.05% | 3,680 | $627K | New |
| KO The Coca-Cola Co. | 0.05% | 9,298 | $617K | Reduce -2.7% |
| XLV SS Health Care Select Sector | 0.05% | 4,415 | $614K | Reduce -0.5% |
| CNQ Canadian Natural Resources | 0.05% | 19,148 | $612K | Reduce -75.5% |
| PM Philip Morris International | 0.05% | 3,771 | $612K | No change |
| COP Conocophillips | 0.04% | 6,287 | $595K | Reduce -19.8% |
| FISV Fiserv Inc. | 0.04% | 4,576 | $590K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.04% | 14,796 | $580K | Reduce -15.7% |
| ITW Illinois Tool Works | 0.04% | 2,147 | $560K | No change |
| SCHW Schwab (charles) Corp. | 0.04% | 5,844 | $558K | Add +2.6% |
| MS Morgan Stanley | 0.04% | 3,458 | $550K | No change |
| IAU iShares Gold Trust | 0.04% | 7,476 | $544K | Add +3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 2,110 | $537K | No change |
| PAVE Global X US Infrastructure | 0.04% | 11,225 | $535K | Reduce -2.6% |
| COR Cencora Inc. | 0.04% | 1,693 | $529K | Reduce -8.0% |
| IWM iShares Russell 2000 ETF | 0.04% | 2,136 | $517K | Add +88.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.04% | 16,266 | $507K | Reduce -17.1% |
| GD General Dynamics Corp. | 0.04% | 1,475 | $503K | Reduce -2.3% |
| DHR Danaher Corp. | 0.04% | 2,465 | $489K | Reduce -83.0% |
| DOC Healthpeak Properties Inc. | 0.04% | 25,430 | $487K | Reduce -84.8% |
| IVE iShares S&P 500 Value ETF | 0.04% | 2,349 | $485K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 985 | $478K | Reduce -84.7% |
| NOC Northrop Grumman Corp. | 0.04% | 784 | $478K | Reduce -2.5% |
| CTVA Corteva Inc. | 0.03% | 6,948 | $470K | Reduce -3.0% |
| PSX Phillips 66 | 0.03% | 3,450 | $469K | New |
| LOW Lowe's Cos Inc. | 0.03% | 1,854 | $466K | No change |
| MRVL Marvell Technology Inc. | 0.03% | 5,505 | $463K | Reduce -15.4% |
| MO Altria Group Inc. | 0.03% | 6,687 | $442K | No change |
| BA The Boeing Co. | 0.03% | 2,038 | $440K | No change |
| MEDP Medpace Holdings Inc. | 0.03% | 855 | $440K | Reduce -2.8% |
| URA Global X Uranium ETF | 0.03% | 8,932 | $426K | No change |
| PPC Pilgrim's Pride Corp. | 0.03% | 10,447 | $425K | Reduce -0.6% |
| MSM MSC Industrial Direct Co. Class A | 0.03% | 4,610 | $425K | No change |
| TIP iShares Tips Bond ETF | 0.03% | 3,762 | $418K | Reduce -1.3% |
| GEV GE Vernova Inc. | 0.03% | 677 | $416K | Add +1.2% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 2,938 | $414K | Reduce -5.3% |
| HAL Halliburton Co. | 0.03% | 16,775 | $413K | Reduce -3.6% |
| ECL Ecolab Inc. | 0.03% | 1,500 | $411K | No change |
| IWD iShares Russell 1000 Value E | 0.03% | 2,014 | $410K | Add +6.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.03% | 4,548 | $408K | No change |
| NKE Nike Inc. Class B | 0.03% | 5,846 | $408K | Reduce -3.3% |
| HCC Warrior Met Coal Inc. | 0.03% | 6,349 | $404K | Reduce -90.9% |
| MOO Vaneck Agribusiness ETF | 0.03% | 5,413 | $398K | No change |
| A Agilent Technologies Inc. | 0.03% | 2,989 | $384K | Reduce -85.5% |
| ON On Semiconductor | 0.03% | 7,625 | $376K | Reduce -0.3% |
| COF Capital One Financial Corp. | 0.03% | 1,754 | $373K | No change |
| KYN Kayne Anderson Energy Infra | 0.03% | 30,000 | $371K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.03% | 4,385 | $363K | No change |
| MRSH Marsh & McLennan Cos | 0.03% | 1,800 | $363K | Add +5.9% |
| VZ Verizon Communications Inc. | 0.03% | 8,179 | $359K | Reduce -24.4% |
| BWA Borgwarner Inc. | 0.03% | 8,074 | $355K | No change |
| GLW Corning Inc. | 0.03% | 4,321 | $354K | No change |
| TXN Texas Instruments Inc. | 0.03% | 1,928 | $354K | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 0.03% | 5,121 | $350K | Add +3.4% |
| NFLX Netflix Inc. | 0.03% | 290 | $348K | Reduce -3.3% |
| ITA iShares U.S. Aerospace & Def | 0.03% | 1,650 | $345K | No change |
| PFF iShares Preferred & Income S | 0.02% | 10,225 | $323K | No change |
| FITB Fifth Third Bancorp | 0.02% | 7,085 | $316K | Add +0.3% |
| MDT Medtronic PLC | 0.02% | 3,229 | $308K | Reduce -39.5% |
| KR Kroger Co. | 0.02% | 4,466 | $301K | Add +1.8% |
| CMS CMS Energy Corp. | 0.02% | 4,050 | $297K | No change |
| KMB Kimberly-Clark Corp. | 0.02% | 2,361 | $294K | Reduce -4.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.02% | 11,500 | $293K | No change |
| QCOM Qualcomm Inc. | 0.02% | 1,660 | $276K | No change |
| VHT Vanguard Health Care ETF | 0.02% | 1,061 | $275K | Reduce -5.3% |
| CARR Carrier Global Corp. | 0.02% | 4,575 | $273K | Reduce -8.0% |
| BEN Franklin Templeton Inc. | 0.02% | 11,053 | $256K | Reduce -13.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.02% | 4,931 | $253K | Reduce -37.4% |
| AEP American Electric Power | 0.02% | 2,244 | $252K | No change |
| ZTS Zoetis Inc. | 0.02% | 1,710 | $250K | Add +0.2% |
| ALAB Astera Labs Inc. | 0.02% | 1,275 | $250K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.02% | 10,550 | $247K | No change |
| ADI Analog Devices Inc. | 0.02% | 988 | $243K | Add +0.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 251 | $239K | No change |
| WMS Advanced Drainage Systems Inc. | 0.02% | 1,696 | $235K | New |
| OXY Occidental Petroleum Corp. | 0.02% | 4,970 | $235K | Reduce -40.3% |
| PGR Progressive Corp. | 0.02% | 935 | $231K | Add +3.9% |
| FDX FedEx Corp. | 0.02% | 954 | $225K | Reduce -36.6% |
| SBUX Starbucks Corp. | 0.02% | 2,639 | $223K | Reduce -1.4% |
| MUB iShares National Muni Bond E | 0.02% | 2,077 | $221K | No change |
| AIG American International Group | 0.02% | 2,803 | $220K | No change |
| VT Vanguard Tot World STK ETF | 0.02% | 1,593 | $220K | New |
| INTU Intuit Inc. | 0.02% | 320 | $219K | No change |
| T AT&T Inc. | 0.02% | 7,654 | $216K | No change |
| KWEB Kranesh Csi China Internet | 0.02% | 5,080 | $213K | New |
| BAND Bandwidth Inc. Class A | 0.02% | 12,711 | $212K | No change |
| EW Edwards Lifesciences Corp. | 0.02% | 2,666 | $207K | Reduce -27.1% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 3,111 | $202K | New |
| VOO Vanguard S&P 500 ETF | 0.01% | 330 | $202K | New |
| CLX Clorox Company | 0.01% | 1,631 | $201K | Reduce -18.1% |
| DIREXION SHS ETF TR | 0.01% | 21,470 | $116K | New |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 12,000 | $72K | No change |
| QUCY Quantum Cyber NV filed as MAINZ BIOMED N V | 0.00% | 15,000 | $22K | No change |