| TRIO MC Trio Equity Buffered ETF | 7.79% | 1,822,032 | $110.1M | Add +1.9% |
| MFSG MFS Active Growth | 3.44% | 1,900,432 | $48.6M | Reduce -1.3% |
| IUSV iShares Core S&P U.S. Value | 3.20% | 442,950 | $45.3M | New |
| IUSG iShares Core S&P U.S. Growth | 3.10% | 282,672 | $43.8M | New |
| IEFA iShares Core MSCI Eafe ETF | 2.95% | 460,349 | $41.7M | New |
| TCAF T Rowe PRC Cap Appreciation | 2.68% | 1,066,340 | $38.0M | Add +3.6% |
| GSLC Goldman Activebeta US LC ETF | 2.52% | 284,450 | $35.6M | Reduce -16.4% |
| IVV iShares Core S&P 500 ETF | 2.42% | 52,351 | $34.2M | Add +565.3% |
| JCPB JPMorgan Core Plus Bond ETF | 2.21% | 663,236 | $31.2M | Add +5.9% |
| CGCB Cap Group Core Bond | 2.16% | 1,162,985 | $30.5M | Add +100.9% |
| IJR iShares Core S&P Small-Cap E | 2.12% | 241,048 | $30.0M | New |
| NVDA Nvidia Corp. | 2.00% | 162,433 | $28.3M | Add +181.2% |
| JPIE JPMorgan Income ETF | 1.88% | 577,197 | $26.6M | Add +60.2% |
| WCMI FT WCM International ETF | 1.84% | 1,550,190 | $26.0M | Add +1.0% |
| AAPL Apple Inc. | 1.84% | 102,304 | $26.0M | Add +230.3% |
| VIG Vanguard Dividend Apprec ETF | 1.75% | 114,894 | $24.7M | Add +14.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.71% | 41,809 | $24.1M | Add +2927.4% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 1.53% | 431,589 | $21.6M | Add +5.6% |
| FTCB FT Core Investment Grade ETF | 1.47% | 991,815 | $20.8M | Add +6.5% |
| VOO Vanguard S&P 500 ETF | 1.42% | 33,641 | $20.1M | New |
| USTB Victoryshares Short-Term Bon | 1.40% | 392,069 | $19.8M | Add +81.1% |
| AMZN Amazon.com Inc. | 1.38% | 93,606 | $19.5M | Add +376.5% |
| IJH iShares Core S&P Midcap ETF | 1.26% | 264,695 | $17.9M | New |
| JPIB JPMorgan Intl BND ETF | 1.23% | 362,816 | $17.3M | Add +2.0% |
| CIEN Ciena Corp. | 1.22% | 44,451 | $17.3M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.22% | 46,443 | $17.2M | Add +244.7% |
| JAAA Janus Henderson Aaa Clo ETF | 1.21% | 340,306 | $17.1M | Add +3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 24,864 | $16.2M | Add +334.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.93% | 236,004 | $13.1M | Add +9.5% |
| GSSC Goldman Sachs Activebeta US | 0.79% | 150,390 | $11.2M | Add +3.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.79% | 56,963 | $11.2M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.65% | 20,935 | $9.1M | Add +3271.2% |
| GOOGL Alphabet Inc. Class A | 0.63% | 30,947 | $8.9M | Add +72.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.61% | 201,579 | $8.6M | Add +30.4% |
| BSV Vanguard Short-Term Bond ETF | 0.60% | 107,342 | $8.4M | Add +590.0% |
| GOOG Alphabet Inc. Class C | 0.56% | 27,728 | $8.0M | Add +1160.9% |
| AGG iShares Core U.S. Aggregate | 0.55% | 77,915 | $7.7M | Add +677.0% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.54% | 316,511 | $7.7M | Add +14.2% |
| JNJ Johnson & Johnson | 0.53% | 30,544 | $7.5M | Add +609.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.52% | 15,949 | $7.4M | New |
| BNDX Vanguard Total Intl Bond ETF | 0.49% | 143,789 | $6.9M | New |
| VXF Vanguard Extended Market ETF | 0.47% | 32,476 | $6.7M | New |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.47% | 218,540 | $6.7M | Add +68.5% |
| VEA Vanguard Ftse Developed ETF | 0.45% | 99,870 | $6.4M | Add +593.0% |
| FSEC Fidelity Invest GRD Secur | 0.45% | 145,434 | $6.4M | Add +0.4% |
| VT Vanguard Tot World STK ETF | 0.44% | 45,047 | $6.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 12,952 | $6.2M | Add +151.5% |
| JPM JPMorgan Chase & Co. | 0.40% | 19,344 | $5.7M | Add +108.3% |
| IIGD Invesco Inv Grade Defensive | 0.40% | 230,255 | $5.7M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.39% | 17,808 | $5.5M | Add +339.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.38% | 275,122 | $5.4M | Add +4.8% |
| JSMD Janus Small Mid Cap GR Alp | 0.38% | 67,240 | $5.3M | Add +2.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.38% | 58,822 | $5.3M | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.37% | 97,295 | $5.2M | Reduce -24.7% |
| XOM Exxon Mobil Corp. | 0.36% | 30,340 | $5.1M | Add +553.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.36% | 13,727 | $5.0M | New |
| USHY iShares Broad Usd High Yield | 0.35% | 135,740 | $5.0M | New |
| BSCS Invesco Bulletshares 2028 CB | 0.35% | 239,525 | $4.9M | Add +4.3% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.33% | 120,911 | $4.6M | Add +315.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.32% | 178,356 | $4.5M | Add +132.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.32% | 177,907 | $4.5M | Add +131.0% |
| ABBV Abbvie Inc. | 0.31% | 20,274 | $4.4M | Add +101.5% |
| IWP iShares Russell Mid-Cap Grow | 0.31% | 33,928 | $4.3M | Add +271.0% |
| MYCF State Street MY2026 Corporat | 0.31% | 172,440 | $4.3M | Reduce -10.3% |
| IWD iShares Russell 1000 Value E | 0.30% | 20,016 | $4.3M | Add +587.1% |
| MRK Merck & Co. Inc. | 0.30% | 35,310 | $4.2M | Add +628.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.29% | 42,994 | $4.2M | Add +4.7% |
| TBLL Invesco Short Term Treasury | 0.28% | 37,929 | $4.0M | Add +98.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.28% | 27,474 | $4.0M | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.28% | 21,282 | $3.9M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 17,567 | $3.8M | New |
| BSCT Invesco Bulletshares 2029 CB | 0.27% | 202,742 | $3.8M | Add +1.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.27% | 14,666 | $3.8M | New |
| PG The Procter & Gamble Co. | 0.27% | 25,968 | $3.8M | Add +937.9% |
| TSLA Tesla Inc. | 0.26% | 10,046 | $3.7M | Add +202.4% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.26% | 107,776 | $3.7M | Add +1419.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 11,344 | $3.6M | Add +632.8% |
| PCY Invesco Emerging Markets Sov | 0.26% | 173,304 | $3.6M | Add +0.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 69,536 | $3.5M | Add +1.8% |
| CGGR Cap Group Growth Equity | 0.25% | 87,315 | $3.5M | Add +88.9% |
| WMT Walmart Inc. | 0.25% | 28,018 | $3.5M | Add +319.9% |
| PULS Pgim Ultra Short Bond ETF | 0.25% | 70,143 | $3.5M | Add +99.0% |
| META Meta Platforms Inc. Class A | 0.24% | 6,046 | $3.5M | Add +164.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.24% | 8,416 | $3.4M | New |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.22% | 53,277 | $3.1M | Reduce -3.1% |
| IWF iShares Russell 1000 Growth | 0.22% | 7,297 | $3.1M | Add +454.9% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.21% | 126,510 | $2.9M | Add +1231.7% |
| SGOV iShares 0-3 Month Treasury B | 0.21% | 29,031 | $2.9M | New |
| COST Costco Wholesale Corp. | 0.20% | 2,908 | $2.9M | Add +147.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.20% | 9,327 | $2.8M | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.20% | 113,786 | $2.8M | Add +614.8% |
| VOOV Vanguard S&P 500 Value ETF | 0.19% | 13,415 | $2.7M | New |
| XLP SS Consumer Staples Sel Sect | 0.19% | 33,223 | $2.7M | New |
| LLY Eli Lilly & Co. | 0.19% | 2,946 | $2.7M | Add +96.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.19% | 121,216 | $2.7M | Add +36.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.19% | 126,491 | $2.6M | Add +746.1% |
| FNOV FT Vest US Equity Buffer ETF | 0.18% | 47,437 | $2.5M | Reduce -0.4% |
| XLY SS Consumer Disc Select Sect | 0.18% | 23,132 | $2.5M | New |
| SDY SS SPDR S&P Dividend ETF | 0.17% | 16,931 | $2.5M | Add +664.0% |
| JGRO JPMorgan Active Growth ETF | 0.17% | 28,278 | $2.4M | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.17% | 98,441 | $2.4M | Add +9.2% |
| MA Mastercard Inc. Class A | 0.17% | 4,694 | $2.3M | Add +119.0% |
| HD Home Depot Inc. | 0.16% | 6,994 | $2.3M | Add +744.7% |
| V Visa Inc. Class A | 0.16% | 7,601 | $2.3M | Add +255.7% |
| CVX Chevron Corp. | 0.16% | 11,100 | $2.3M | Add +121.0% |
| VZ Verizon Communications Inc. | 0.16% | 45,293 | $2.3M | Add +47.6% |
| AMGN Amgen Inc. | 0.16% | 6,387 | $2.2M | Add +542.6% |
| SCHG Schwab US Large-Cap Growth | 0.16% | 76,320 | $2.2M | Add +7.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 8,869 | $2.1M | Add +86.1% |
| AMAT Applied Materials Inc. | 0.15% | 6,272 | $2.1M | New |
| GD General Dynamics Corp. | 0.15% | 6,177 | $2.1M | New |
| IEMG iShares Core MSCI Emerging | 0.15% | 30,012 | $2.1M | New |
| CAT Caterpillar Inc. | 0.14% | 2,879 | $2.0M | Add +58.5% |
| SMH Vaneck Semiconductor ETF | 0.14% | 5,317 | $2.0M | Add +16.9% |
| UPS United Parcel Service Class B | 0.13% | 18,928 | $1.9M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 38,182 | $1.9M | Add +359.6% |
| FBND Fidelity Total Bond ETF | 0.13% | 40,211 | $1.8M | New |
| CGMU Cap Group Municipal Income | 0.13% | 67,461 | $1.8M | Add +177.8% |
| WPC WP Carey Inc. | 0.13% | 26,816 | $1.8M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 5,893 | $1.7M | New |
| TXN Texas Instruments Inc. | 0.12% | 8,637 | $1.7M | New |
| FJUN FT Vest US Equity Buff ETF-J | 0.12% | 29,572 | $1.7M | Add +2.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.12% | 22,180 | $1.7M | New |
| CSCO Cisco Systems Inc. | 0.11% | 20,510 | $1.6M | Add +33.6% |
| VDE Vanguard Energy ETF | 0.11% | 9,136 | $1.6M | New |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.11% | 47,190 | $1.6M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 15,971 | $1.5M | Add +206.3% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 7,889 | $1.5M | Add +548.2% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.11% | 67,534 | $1.5M | New |
| AIRR First Trust Rba American Ind | 0.11% | 13,493 | $1.5M | Add +24.4% |
| VXUS Vanguard Total Intl Stock | 0.10% | 18,908 | $1.5M | New |
| CGMS Cap Group US Multi-Sect Bond | 0.10% | 53,038 | $1.4M | New |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.10% | 12,574 | $1.4M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.10% | 30,494 | $1.4M | New |
| PFE Pfizer Inc. | 0.10% | 49,023 | $1.4M | Add +196.6% |
| LOW Lowe's Cos Inc. | 0.10% | 5,690 | $1.3M | Add +19.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.09% | 16,823 | $1.3M | Add +6.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 3,938 | $1.3M | Add +217.1% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 23,786 | $1.3M | Add +302.9% |
| MET Metlife Inc. | 0.09% | 18,040 | $1.3M | Add +435.0% |
| FJUL FT Vest US Equity Buffer ETF | 0.09% | 23,126 | $1.3M | Add +2.4% |
| NWBI Northwest Bancshares Inc. | 0.09% | 98,902 | $1.3M | Add +168.9% |
| FAUG FT Vest U.S. Equity Buffer E | 0.09% | 24,223 | $1.3M | Add +5.2% |
| VHT Vanguard Health Care ETF | 0.09% | 4,533 | $1.2M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 3,128 | $1.2M | New |
| ITA iShares U.S. Aerospace & Def | 0.09% | 5,569 | $1.2M | New |
| IDV iShares International Select | 0.09% | 28,337 | $1.2M | New |
| MCK McKesson Corp. | 0.08% | 1,381 | $1.2M | Add +26.8% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.08% | 11,925 | $1.1M | Reduce -5.6% |
| MPC Marathon Petroleum Corp. | 0.08% | 4,491 | $1.1M | Add +89.6% |
| UCON First Trust Smith Unconstrai | 0.08% | 43,652 | $1.1M | Add +15.0% |
| WM Waste Management Inc. | 0.08% | 4,620 | $1.1M | New |
| GE General Electric filed as GE AEROSPACE | 0.07% | 3,736 | $1.1M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 4,046 | $1.1M | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.07% | 24,925 | $1.1M | New |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 5,383 | $1.0M | Add +14.1% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 6,937 | $1.0M | New |
| IGLB iShares 10+ Year Inv GR Corp. | 0.07% | 20,319 | $1.0M | Reduce -66.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.07% | 10,176 | $996K | New |
| VGT Vanguard Info Tech ETF | 0.07% | 1,409 | $983K | New |
| CGCP Cap Group Core Plus Income | 0.07% | 44,004 | $983K | New |
| IGV iShares Expanded Tech-Softwa | 0.07% | 12,096 | $968K | New |
| INTC Intel Corp. | 0.07% | 21,934 | $968K | Reduce -4.4% |
| PEP Pepsico Inc. | 0.07% | 6,226 | $967K | Add +184.8% |
| HDV iShares Core High Dividend E | 0.07% | 7,056 | $958K | Add +90.8% |
| FMB First Trust Managed Municipa | 0.07% | 18,742 | $949K | Add +16.9% |
| GL Globe Life Inc. | 0.07% | 6,792 | $945K | New |
| DVY iShares Select Dividend ETF | 0.07% | 6,228 | $943K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.07% | 4,493 | $935K | Add +5.0% |
| MCD McDonald's Corp. | 0.07% | 2,999 | $932K | New |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.07% | 18,607 | $921K | Add +6.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 4,411 | $912K | Reduce -1.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.06% | 7,956 | $892K | Reduce -54.2% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 28,879 | $886K | New |
| ABT Abbott Laboratories | 0.06% | 8,526 | $875K | Add +229.4% |
| XLK SS Technology Select Sector | 0.06% | 6,584 | $875K | Add +141.8% |
| IWM iShares Russell 2000 ETF | 0.06% | 3,488 | $865K | Add +45.8% |
| DFAC Dimensional US Core Equity 2 | 0.06% | 22,053 | $857K | New |
| FJAN FT Vest U.S. Equity Buffer E | 0.06% | 16,977 | $856K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.06% | 18,625 | $850K | Reduce -3.1% |
| T AT&T Inc. | 0.06% | 29,275 | $849K | New |
| MRSH Marsh & McLennan Cos | 0.06% | 4,882 | $847K | Add +11.6% |
| CVS CVS Health Corp. | 0.06% | 11,638 | $836K | New |
| SCHV Schwab US Large-Cap Value | 0.06% | 27,289 | $832K | Add +28.8% |
| KO The Coca-Cola Co. | 0.06% | 10,927 | $831K | New |
| FMAY FT Vest US Equity Buffer ETF | 0.06% | 15,584 | $823K | Add +4.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.06% | 24,012 | $801K | New |
| GEV GE Vernova Inc. | 0.06% | 917 | $800K | New |
| JMUB JPMorgan Municipal ETF | 0.06% | 16,011 | $800K | Add +20.1% |
| NUE Nucor Corp. | 0.06% | 4,661 | $788K | Add +36.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.06% | 26,570 | $784K | Add +143.8% |
| GJUL FT Vest US Equity Moderate B | 0.05% | 18,800 | $767K | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.05% | 38,864 | $759K | Add +14.1% |
| PANW Palo Alto Networks Inc. | 0.05% | 4,734 | $759K | New |
| GJUN FT Vest US Equity Moderate B | 0.05% | 19,116 | $754K | New |
| PVAL Putnam Focused LRG Cap Value | 0.05% | 16,226 | $753K | New |
| PM Philip Morris International | 0.05% | 4,415 | $730K | Add +107.9% |
| VPU Vanguard Utilities ETF | 0.05% | 3,658 | $725K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.05% | 9,157 | $724K | New |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 4,924 | $720K | Add +1.6% |
| BX Blackstone Inc. | 0.05% | 6,158 | $708K | New |
| NFLX Netflix Inc. | 0.05% | 7,341 | $706K | Add +94.5% |
| NEE Nextera Energy Inc. | 0.05% | 7,564 | $703K | Add +171.6% |
| HON Honeywell International Inc. | 0.05% | 3,048 | $689K | New |
| FSEP FT Vest U.S. Equity Buffer E | 0.05% | 13,677 | $688K | Add +3.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 1,535 | $685K | New |
| PBAU Pgim S&P 500 Buffer 20-Aug | 0.05% | 22,993 | $682K | New |
| BA The Boeing Co. | 0.05% | 3,379 | $673K | New |
| FFEB FT Vest US Equity Buffer ETF | 0.05% | 12,040 | $672K | Reduce -4.8% |
| AXP American Express Co. | 0.05% | 2,221 | $672K | Add +67.2% |
| KLAC KLA Corp. | 0.05% | 455 | $670K | Reduce -17.1% |
| ISRG Intuitive Surgical Inc. | 0.05% | 1,434 | $661K | New |
| EFV iShares MSCI Eafe Value ETF | 0.05% | 8,804 | $655K | New |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.05% | 18,086 | $649K | New |
| SYK Stryker Corp. | 0.05% | 1,974 | $649K | Add +23.6% |
| GLW Corning Inc. | 0.05% | 4,763 | $648K | Add +6.9% |
| FLMI Franklin Dynamic Municipal B | 0.05% | 25,858 | $641K | Add +10.2% |
| MSTR Strategy Inc. | 0.05% | 5,124 | $639K | Reduce -0.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.05% | 5,741 | $639K | New |
| DE Deere & Co. | 0.04% | 1,112 | $627K | Add +45.7% |
| TTE Totalenergies SE | 0.04% | 6,841 | $622K | Add +29.8% |
| IYM iShares U.S. Basic Materials | 0.04% | 3,532 | $621K | New |
| GLD SPDR Gold Shares | 0.04% | 1,416 | $609K | Add +174.4% |
| IBB iShares Biotechnology ETF | 0.04% | 3,575 | $604K | New |
| UNP Union Pacific Corp. | 0.04% | 2,450 | $594K | Add +25.6% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 0.04% | 22,606 | $592K | New |
| PRU Prudential Financial Inc. | 0.04% | 6,048 | $591K | Add +28.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 8,363 | $573K | New |
| APD Air Products & Chemicals Inc. | 0.04% | 1,930 | $561K | Add +3.4% |
| AEP American Electric Power | 0.04% | 4,262 | $559K | Add +39.2% |
| EXC Exelon Corp. | 0.04% | 11,332 | $555K | Reduce -3.9% |
| MDY State Street SPDR S&P Midcap | 0.04% | 898 | $554K | Add +17.2% |
| AMP Ameriprise Financial Inc. | 0.04% | 1,228 | $546K | Add +4.6% |
| XLF SS Financial Select Sector | 0.04% | 10,999 | $543K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 3,390 | $541K | Add +29.3% |
| SO The Southern Co. | 0.04% | 5,595 | $540K | New |
| GMAY FT Vest U.S. Equity Moderate | 0.04% | 13,065 | $536K | New |
| MAR Marriott International Class A | 0.04% | 1,635 | $535K | Add +130.6% |
| HYGH iShares Int Rate Hedg HY ETF | 0.04% | 6,236 | $534K | New |
| BSX Boston Scientific Corp. | 0.04% | 8,432 | $529K | New |
| RSPT Invesco S&P 500 Equal Weight | 0.04% | 11,685 | $529K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 5,700 | $529K | New |
| NVS Novartis AG-Sponsored ADR | 0.04% | 3,441 | $526K | Add +25.1% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 3,599 | $524K | Add +117.6% |
| RTX RTX Corp. | 0.04% | 2,675 | $516K | Add +33.2% |
| DTE DTE Energy Company | 0.04% | 3,524 | $515K | Reduce -13.6% |
| AZN Astrazeneca PLC | 0.04% | 2,610 | $515K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 44,607 | $515K | Add +19.5% |
| ROP Roper Technologies Inc. | 0.04% | 1,450 | $513K | Reduce -15.0% |
| PSX Phillips 66 | 0.04% | 2,757 | $502K | Add +44.6% |
| WELL Welltower Inc. | 0.03% | 2,497 | $494K | New |
| PDBC Invesco Optimum Yield Divers | 0.03% | 28,454 | $493K | Reduce -1.0% |
| ALL Allstate Corp. | 0.03% | 2,375 | $492K | New |
| UFOX Defiance Space and Connectiv | 0.03% | 7,152 | $488K | New |
| SDG Ish MSCI Glob Sust Deve Goal | 0.03% | 5,801 | $487K | Reduce -10.3% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 5,025 | $480K | New |
| QCOM Qualcomm Inc. | 0.03% | 3,666 | $472K | Add +134.3% |
| AXON Axon Enterprise Inc. | 0.03% | 1,108 | $471K | New |
| PEG Public Service Enterprise GP | 0.03% | 5,771 | $467K | New |
| AIVL Wisdomtree US AI Enhanced Va | 0.03% | 3,981 | $461K | Add +45.4% |
| LMT Lockheed Martin Corp. | 0.03% | 762 | $461K | New |
| PAVE Global X US Infrastructure | 0.03% | 9,031 | $459K | New |
| NSC Norfolk Southern Corp. | 0.03% | 1,591 | $457K | New |
| MUB iShares National Muni Bond E | 0.03% | 4,277 | $454K | New |
| CL Colgate-Palmolive Co. | 0.03% | 5,313 | $453K | New |
| IFRA iShares US Infrastructure | 0.03% | 7,772 | $445K | Add +59.5% |
| CMCSA Comcast Corp. Class A | 0.03% | 15,338 | $440K | New |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.03% | 6,681 | $436K | Reduce -7.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.03% | 6,919 | $434K | New |
| SBUX Starbucks Corp. | 0.03% | 4,815 | $431K | New |
| WAT Waters Corp. | 0.03% | 1,448 | $431K | New |
| AMD Advanced Micro Devices | 0.03% | 2,119 | $431K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 5,397 | $429K | Add +108.3% |
| DUK Duke Energy Corp. | 0.03% | 3,247 | $425K | New |
| XEMD Bondbloxx-JPM Usd Em MK 1-10 | 0.03% | 9,664 | $425K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.03% | 4,550 | $425K | New |
| SHOP Shopify Inc. Class A | 0.03% | 3,533 | $419K | New |
| MS Morgan Stanley | 0.03% | 2,525 | $416K | New |
| VONG Vanguard Russell 1000 Growth | 0.03% | 3,711 | $407K | New |
| C Citigroup Inc. | 0.03% | 3,547 | $402K | New |
| IVE iShares S&P 500 Value ETF | 0.03% | 1,903 | $402K | New |
| HIG Hartford Insurance Group Inc. | 0.03% | 2,970 | $402K | Add +14.3% |
| DFAI Dimensional International Co. | 0.03% | 10,183 | $397K | New |
| AIS Vistashares Ais ETF | 0.03% | 9,427 | $395K | New |
| EFA iShares MSCI Eafe ETF | 0.03% | 4,062 | $395K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 3,903 | $393K | New |
| SLV iShares Silver Trust | 0.03% | 5,671 | $386K | Add +54.9% |
| PRK Park National Corp. | 0.03% | 2,362 | $386K | Add +1.9% |
| CZNC Citizens & Northern Corp. | 0.03% | 16,897 | $377K | No change |
| SUB iShares Short-Term National | 0.03% | 3,489 | $372K | Add +36.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.03% | 5,062 | $370K | New |
| VRT Vertiv Holdings Co. Class A | 0.03% | 1,472 | $369K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 9,927 | $365K | Add +12.3% |
| FDEC FT Vest U.S. Equity Buffer E | 0.03% | 7,334 | $365K | Add +72.8% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.03% | 2,660 | $360K | New |
| BTI British American Tob-SP ADR | 0.03% | 6,103 | $357K | New |
| DLN Wisdomtree US Largecap Divid | 0.03% | 3,989 | $356K | New |
| CB Chubb Ltd. | 0.03% | 1,085 | $354K | New |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 719 | $353K | Add +46.7% |
| BND Vanguard Total Bond Market | 0.02% | 4,785 | $352K | New |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.02% | 11,813 | $352K | New |
| YUM Yum! Brands Inc. | 0.02% | 2,236 | $348K | New |
| MO Altria Group Inc. | 0.02% | 5,264 | $347K | New |
| TRV The Travelers Cos Inc. | 0.02% | 1,190 | $347K | New |
| VVV Valvoline Inc. | 0.02% | 10,290 | $347K | No change |
| SHLD Global X Defense Tech ETF | 0.02% | 4,847 | $343K | Add +34.4% |
| HWM Howmet Aerospace Inc. | 0.02% | 1,481 | $341K | New |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 2,402 | $340K | New |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 1,337 | $340K | New |
| AEIS Advanced Energy Industries | 0.02% | 1,051 | $339K | New |
| WAB Wabtec Corp. | 0.02% | 1,346 | $336K | No change |
| ITOT iShares Core S&P Total U.S. | 0.02% | 2,358 | $336K | New |
| CRM Salesforce Inc. | 0.02% | 1,795 | $335K | New |
| MAS Masco Corp. | 0.02% | 5,487 | $331K | Reduce -3.6% |
| FDX FedEx Corp. | 0.02% | 917 | $327K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.02% | 245 | $324K | Reduce -7.9% |
| TGT Target Corp. | 0.02% | 2,665 | $323K | Add +7.4% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 5,292 | $321K | New |
| GNRC Generac Holdings Inc. | 0.02% | 1,634 | $319K | New |
| SMAY FT Vest U.S. Small Cap Moder | 0.02% | 12,101 | $318K | New |
| DEM Wisdomtree Emerging Markets | 0.02% | 6,371 | $317K | Reduce -4.4% |
| PNQI Invesco Nasdaq Internet ETF | 0.02% | 7,070 | $316K | New |
| FDD First Trust Stoxx Europe | 0.02% | 17,739 | $316K | Reduce -63.5% |
| ADI Analog Devices Inc. | 0.02% | 982 | $312K | New |
| GOCT FT Vest US Equity Moderate B | 0.02% | 7,999 | $309K | New |
| IYT iShares US Transportation Et | 0.02% | 4,099 | $306K | New |
| SCHW Schwab (charles) Corp. | 0.02% | 3,253 | $306K | Add +20.1% |
| MRVL Marvell Technology Inc. | 0.02% | 3,073 | $304K | New |
| TIP iShares Tips Bond ETF | 0.02% | 2,740 | $302K | New |
| NOBL Proshares S&P 500 Dividend A | 0.02% | 2,846 | $302K | Add +29.0% |
| IAU iShares Gold Trust | 0.02% | 3,412 | $301K | Add +36.5% |
| ORCL Oracle Corp. | 0.02% | 2,042 | $300K | Add +31.1% |
| ET Energy Transfer LP | 0.02% | 15,477 | $299K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.02% | 6,527 | $297K | New |
| JPST JPMorgan Ultra-Short Income | 0.02% | 5,861 | $297K | Add +1.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.02% | 1,238 | $294K | Add +49.9% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 0.02% | 5,703 | $292K | Reduce -0.9% |
| VPL Vanguard Ftse Pacific ETF | 0.02% | 2,972 | $290K | New |
| FAPR FT Vest U.S. Equity Buffer E | 0.02% | 6,416 | $288K | No change |
| PBFB Pgim S&P 500 Buffer 20-Feb | 0.02% | 9,442 | $284K | New |
| CHAT Roundhill Gen AI & Tech ETF | 0.02% | 4,509 | $279K | Reduce -73.2% |
| IHAK iShares Cybersecurity & Tech | 0.02% | 6,328 | $276K | New |
| CGMM Cap Group Small and Mid Cap | 0.02% | 9,401 | $276K | New |
| OCTP Pgim S&P 500 Buffer 12-Oct | 0.02% | 9,297 | $275K | New |
| ARTY iShares Future AI & Tech ETF | 0.02% | 5,915 | $275K | New |
| FDL First Trust Morn DVD Lead Inc. | 0.02% | 5,405 | $275K | New |
| MU Micron Technology Inc. | 0.02% | 803 | $271K | New |
| HST Host Hotels & Resorts Inc. | 0.02% | 13,964 | $268K | Add +34.7% |
| PBJA Pgim S&P 500 Buffer 20-Jan | 0.02% | 8,712 | $265K | New |
| FCX Freeport-McMoran Inc. | 0.02% | 4,476 | $263K | New |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.02% | 10,062 | $262K | New |
| O Realty Income Corp. | 0.02% | 4,280 | $262K | New |
| MSI Motorola Solutions Inc. | 0.02% | 599 | $260K | New |
| FDHY Fidelity Enh Hi YLD ETF | 0.02% | 5,332 | $259K | New |
| YJUN FT Vest Int Eq Modt ETF-June | 0.02% | 9,868 | $254K | New |
| PBMR Pgim S&P 500 Buffer 20-Mar | 0.02% | 8,367 | $254K | New |
| UNH Unitedhealth Group Inc. | 0.02% | 934 | $253K | Add +26.4% |
| VDC Vanguard Consumer Staple ETF | 0.02% | 1,123 | $252K | New |
| HSY The Hershey Co. | 0.02% | 1,209 | $251K | New |
| XLE SS Energy Select Sector | 0.02% | 4,089 | $251K | New |
| GILD Gilead Sciences Inc. | 0.02% | 1,791 | $250K | Reduce -14.1% |
| GAPR FT Vest US Equity Moderate B | 0.02% | 6,143 | $249K | New |
| USB US Bancorp | 0.02% | 4,757 | $247K | Add +12.8% |
| MDT Medtronic PLC | 0.02% | 2,838 | $246K | New |
| PWR Quanta Services Inc. | 0.02% | 447 | $245K | Reduce -51.7% |
| SPGI S&P Global Inc. | 0.02% | 575 | $245K | New |
| BOTZ Global X Robotics & Artifici | 0.02% | 7,328 | $243K | New |
| FHLC Fidelity MSCI Health Care | 0.02% | 3,400 | $239K | New |
| PBDE Pgim S&P 500 Buffer 20-Dec | 0.02% | 8,245 | $239K | New |
| SHEL Shell PLC-ADR | 0.02% | 2,556 | $238K | New |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.02% | 21,084 | $238K | Reduce -9.5% |
| KTOS Kratos Defense & Security | 0.02% | 3,345 | $236K | Add +0.5% |
| KR Kroger Co. | 0.02% | 3,218 | $233K | New |
| FISV Fiserv Inc. | 0.02% | 4,145 | $231K | New |
| HCA HCA Healthcare Inc. | 0.02% | 480 | $227K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 759 | $227K | New |
| DNOV FT Vest US Equity Deep Buffe | 0.02% | 4,735 | $227K | New |
| ENB Enbridge Inc. | 0.02% | 4,189 | $227K | New |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 1,987 | $223K | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.02% | 3,258 | $223K | New |
| CME Cme Group Inc. | 0.02% | 746 | $220K | New |
| DVN Devon Energy Corp. | 0.02% | 4,319 | $217K | New |
| ANET Arista Networks Inc. | 0.02% | 1,767 | $217K | New |
| EPD Enterprise Products Partners | 0.02% | 5,705 | $216K | New |
| FIX Comfort Systems USA Inc. | 0.02% | 156 | $215K | New |
| TCAI Tortoise AI Infrastructr ETF | 0.02% | 6,212 | $215K | New |
| CEG Constellation Energy | 0.02% | 768 | $215K | New |
| XSD SS SPDR S&P Semiconductor | 0.01% | 652 | $213K | New |
| IWB iShares Russell 1000 ETF | 0.01% | 595 | $212K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 4,338 | $212K | New |
| ILCG iShares Morningstar Growth E | 0.01% | 2,217 | $212K | No change |
| AWK American Water Works Co. Inc. | 0.01% | 1,546 | $210K | New |
| SRE Sempra | 0.01% | 2,142 | $208K | New |
| ACWI iShares MSCI Acwi ETF | 0.01% | 1,490 | $206K | No change |
| FAST Fastenal Co. | 0.01% | 4,383 | $203K | New |
| COP Conocophillips | 0.01% | 1,528 | $202K | New |
| XYL Xylem Inc. | 0.01% | 1,676 | $200K | New |
| NWG Natwest Group PLC -Spon ADR | 0.01% | 11,266 | $168K | Reduce -10.0% |
| SMR Nuscale Power Corp. | 0.01% | 15,309 | $166K | No change |
| QS Quantumscape Corp. | 0.01% | 16,212 | $103K | Reduce -0.2% |
| CIG Cia Energetica DE-Spon ADR | 0.01% | 31,627 | $76K | Add +4.8% |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 13,675 | $69K | Reduce -7.2% |
| PTON Peloton Interactive Inc. Class A | 0.00% | 11,274 | $48K | New |
| BDN Brandywine Realty Trust | 0.00% | 11,965 | $32K | Reduce -17.4% |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 10,000 | $31K | New |
| AMC AMC Entertainment HLDS Class A | 0.00% | 20,000 | $20K | New |