| QQQ Invesco QQQ Trust Series 1 | 5.28% | 59,212 | $27.8M | Add +39.4% |
| IVV iShares Core S&P 500 ETF | 3.72% | 34,819 | $19.6M | Add +2467.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.34% | 192,164 | $17.6M | Add +5.6% |
| QQQM Invesco Nasdaq 100 ETF | 2.96% | 80,698 | $15.6M | Add +9.3% |
| AAPL Apple Inc. | 2.87% | 67,966 | $15.1M | Add +10.6% |
| JHMM John Hancock Multi Fact Mid | 2.61% | 239,946 | $13.7M | Add +2.6% |
| MSFT Microsoft Corp. | 2.32% | 32,461 | $12.2M | Add +18.0% |
| DFUS Dimensional US Eq MKT ETF | 1.90% | 165,526 | $10.0M | Add +66.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.81% | 267,156 | $9.5M | Add +0.8% |
| DGRO iShares Core Dividend Growth | 1.76% | 149,889 | $9.3M | Add +87.5% |
| AMZN Amazon.com Inc. | 1.69% | 46,738 | $8.9M | Add +22.2% |
| VOO Vanguard S&P 500 ETF | 1.64% | 16,800 | $8.6M | Add +170.8% |
| QUAL iShares MSCI USA Quality Fac | 1.55% | 47,641 | $8.1M | Add +58.5% |
| NVDA Nvidia Corp. | 1.50% | 72,732 | $7.9M | Add +68.7% |
| FTCS First Trust Capital Strength | 1.41% | 82,934 | $7.4M | Add +0.3% |
| TSLA Tesla Inc. | 1.39% | 28,230 | $7.3M | Add +12.9% |
| AVUV Avantis US Small Cap Value | 1.36% | 81,904 | $7.1M | Add +32.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 1.34% | 188,401 | $7.1M | Reduce -12.0% |
| DGRW Wisdomtree U.S. Quality Divi | 1.34% | 88,303 | $7.1M | Add +8.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.29% | 42,243 | $6.8M | Add +198.6% |
| XLG Invesco S&P 500 Top 50 ETF | 1.26% | 144,127 | $6.6M | Reduce -14.1% |
| DFAS Dimensional US Small Cap ETF | 1.13% | 99,747 | $6.0M | Add +13.9% |
| FTGS First Trust Grwth Strgth ETF | 1.10% | 193,805 | $5.8M | Add +2.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.05% | 29,643 | $5.5M | Add +300.4% |
| FLQM Franklin U.S. Mid Cap Multif | 0.99% | 98,456 | $5.2M | Add +28.5% |
| IJR iShares Core S&P Small-Cap E | 0.96% | 48,200 | $5.0M | Add +58.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 8,656 | $4.6M | Add +233.7% |
| ESGU iShares ESG Aware MSCI USA | 0.84% | 36,364 | $4.4M | New |
| SPHQ Invesco S&P 500 Quality ETF | 0.83% | 65,966 | $4.4M | Reduce -31.3% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.81% | 14,734 | $4.2M | New |
| JPM JPMorgan Chase & Co. | 0.79% | 17,017 | $4.2M | Add +27.5% |
| T AT&T Inc. | 0.77% | 143,241 | $4.1M | Add +7.3% |
| XOM Exxon Mobil Corp. | 0.73% | 32,186 | $3.8M | Add +108.4% |
| MO Altria Group Inc. | 0.72% | 63,542 | $3.8M | Add +1.6% |
| FVD First Trust Value Line DVD | 0.70% | 83,086 | $3.7M | Reduce -3.7% |
| PPA Invesco Aerospace & Defense | 0.70% | 31,631 | $3.7M | New |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.69% | 117,266 | $3.7M | Add +13.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 6,289 | $3.5M | Add +237.6% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.66% | 34,693 | $3.5M | Reduce -3.2% |
| NOBL Proshares S&P 500 Dividend A | 0.65% | 33,456 | $3.4M | Reduce -46.5% |
| IJH iShares Core S&P Midcap ETF | 0.63% | 56,563 | $3.3M | Add +52.2% |
| SCHV Schwab US Large-Cap Value | 0.61% | 120,527 | $3.2M | Add +7.7% |
| SCHG Schwab US Large-Cap Growth | 0.60% | 126,180 | $3.2M | Add +5.0% |
| RSP Invesco S&P 500 Equal Weight | 0.59% | 17,985 | $3.1M | Add +9.8% |
| IVW iShares S&P 500 Growth ETF | 0.59% | 33,227 | $3.1M | Reduce -1.9% |
| FEX First Trust Large Cap Core A | 0.56% | 28,917 | $3.0M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.56% | 19,011 | $2.9M | Add +38.7% |
| CRM Salesforce Inc. | 0.53% | 10,358 | $2.8M | Add +40.5% |
| SDVY First Trust Smid Cap Rising | 0.52% | 82,145 | $2.8M | Add +15.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.51% | 35,570 | $2.7M | Add +23.6% |
| LLY Eli Lilly & Co. | 0.50% | 3,167 | $2.6M | Add +1.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.49% | 10,258 | $2.6M | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.49% | 4,466 | $2.6M | Add +25.3% |
| HD Home Depot Inc. | 0.49% | 6,972 | $2.6M | Add +10.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.48% | 10,241 | $2.5M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.45% | 13,755 | $2.3M | Add +16.4% |
| AVGO Broadcom Inc. | 0.44% | 13,826 | $2.3M | Add +130.5% |
| JNJ Johnson & Johnson | 0.42% | 13,457 | $2.2M | Add +17.1% |
| GLDM SPDR Gold Minishares Trust | 0.42% | 35,318 | $2.2M | Add +1.6% |
| HON Honeywell International Inc. | 0.39% | 9,795 | $2.1M | Add +260.9% |
| RDVI FT Vest Rising Dividend Achi | 0.39% | 86,344 | $2.0M | Add +6.8% |
| UNH Unitedhealth Group Inc. | 0.38% | 3,842 | $2.0M | Add +10.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 7,099 | $2.0M | Reduce -49.0% |
| VFLO Victoryshares Free Cash Flow | 0.36% | 55,741 | $1.9M | Add +51.8% |
| OEF iShares S&P 100 ETF | 0.36% | 7,003 | $1.9M | Add +4.1% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 3,768 | $1.9M | Add +33.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 5,027 | $1.9M | Add +164.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.35% | 21,155 | $1.9M | Reduce -33.3% |
| ABBV Abbvie Inc. | 0.35% | 8,679 | $1.8M | Add +50.0% |
| AMGN Amgen Inc. | 0.35% | 5,833 | $1.8M | Add +87.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 43,179 | $1.8M | Add +44.5% |
| CGCB Cap Group Core Bond | 0.34% | 67,756 | $1.8M | Reduce -1.9% |
| MCD McDonald's Corp. | 0.33% | 5,630 | $1.8M | Add +26.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.33% | 175,200 | $1.8M | Reduce -3.3% |
| BX Blackstone Inc. | 0.33% | 12,472 | $1.7M | Add +219.2% |
| USB US Bancorp | 0.33% | 41,134 | $1.7M | Reduce -4.6% |
| CDC Victoryshares US Eq Income E | 0.32% | 25,678 | $1.7M | New |
| PEP Pepsico Inc. | 0.32% | 11,196 | $1.7M | Add +37.4% |
| CSCO Cisco Systems Inc. | 0.32% | 26,939 | $1.7M | Add +94.3% |
| C Citigroup Inc. | 0.32% | 23,415 | $1.7M | New |
| PH Parker Hannifin Corp. | 0.31% | 2,651 | $1.6M | Add +12.3% |
| V Visa Inc. Class A | 0.30% | 4,483 | $1.6M | Add +4.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.29% | 30,268 | $1.5M | Reduce -35.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.29% | 30,445 | $1.5M | Add +2.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 18,675 | $1.5M | Reduce -31.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 14,635 | $1.4M | Add +20.8% |
| BLK BlackRock Inc. | 0.27% | 1,510 | $1.4M | New |
| GOOG Alphabet Inc. Class C | 0.26% | 8,918 | $1.4M | Add +26.1% |
| ABT Abbott Laboratories | 0.26% | 125,462 | $1.4M | Add +1324.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.26% | 13,707 | $1.4M | New |
| PWR Quanta Services Inc. | 0.26% | 5,365 | $1.4M | Add +12.7% |
| DIVB iShares Core Dividend ETF | 0.26% | 27,733 | $1.3M | Add +16.6% |
| RFG Invesco S&P Midcap 400 Pure | 0.25% | 30,220 | $1.3M | Reduce -3.0% |
| MS Morgan Stanley | 0.24% | 10,953 | $1.3M | Add +36.4% |
| AAXJ iShares MSCI All Country Asi | 0.24% | 17,058 | $1.3M | New |
| RTX RTX Corp. | 0.23% | 9,272 | $1.2M | Add +59.9% |
| WMT Walmart Inc. | 0.23% | 13,946 | $1.2M | Add +23.6% |
| PANW Palo Alto Networks Inc. | 0.23% | 7,165 | $1.2M | Add +20.7% |
| XLK SS Technology Select Sector | 0.23% | 5,772 | $1.2M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 4,550 | $1.2M | Reduce -13.9% |
| LMT Lockheed Martin Corp. | 0.22% | 2,548 | $1.1M | Add +160.8% |
| ACN Accenture PLC Class A | 0.21% | 3,617 | $1.1M | Add +4.8% |
| DLN Wisdomtree US Largecap Divid | 0.21% | 14,170 | $1.1M | Reduce -0.1% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.21% | 33,621 | $1.1M | Reduce -18.4% |
| MELI MercadoLibre Inc. | 0.21% | 565 | $1.1M | Add +18.2% |
| ZTS Zoetis Inc. | 0.21% | 6,646 | $1.1M | Add +17.1% |
| IEMG iShares Core MSCI Emerging | 0.21% | 20,096 | $1.1M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.21% | 12,075 | $1.1M | Add +41.1% |
| UPS United Parcel Service Class B | 0.20% | 9,671 | $1.1M | New |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 1,568 | $1.0M | Add +32.5% |
| SO The Southern Co. | 0.20% | 11,275 | $1.0M | Add +23.5% |
| ONB Old National Bancorp | 0.20% | 48,552 | $1.0M | New |
| IYW iShares Ustechnology ETF | 0.19% | 7,250 | $1.0M | Add +5.2% |
| CL Colgate-Palmolive Co. | 0.19% | 10,523 | $986K | Add +17.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 5,620 | $971K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.18% | 18,513 | $970K | New |
| NEE Nextera Energy Inc. | 0.18% | 13,632 | $966K | Add +18.4% |
| IOO iShares Global 100 ETF | 0.18% | 9,941 | $957K | Add +7.4% |
| COST Costco Wholesale Corp. | 0.18% | 1,012 | $957K | Add +3.3% |
| QGRO American Century US Quality | 0.18% | 10,089 | $945K | New |
| LRCX Lam Research Corp. | 0.17% | 12,148 | $883K | Add +15.6% |
| VLUE iShares MSCI USA Value Facto | 0.17% | 8,214 | $876K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.16% | 15,619 | $855K | Reduce -67.9% |
| KO The Coca-Cola Co. | 0.16% | 11,853 | $849K | Add +159.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.16% | 19,348 | $840K | Reduce -2.0% |
| EMR Emerson Electric Co. | 0.16% | 7,662 | $840K | Add +295.8% |
| PAYC Paycom Software Inc. | 0.16% | 3,789 | $828K | Add +32.9% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 6,704 | $818K | New |
| IFRA iShares US Infrastructure | 0.15% | 17,591 | $793K | Add +3.7% |
| NOW ServiceNow Inc. | 0.14% | 955 | $760K | Add +42.5% |
| CAT Caterpillar Inc. | 0.14% | 2,184 | $720K | Add +275.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 10,789 | $709K | New |
| BYLD iShares Yield Optimized Bond | 0.13% | 31,635 | $709K | Reduce -79.1% |
| WFC Wells Fargo & Co. | 0.13% | 9,866 | $708K | New |
| QCOM Qualcomm Inc. | 0.13% | 4,592 | $705K | Add +234.0% |
| EQRR Proshrs Eqty Rising Rate ETF | 0.13% | 11,643 | $688K | Reduce -2.0% |
| ISRG Intuitive Surgical Inc. | 0.13% | 1,389 | $688K | Add +9.2% |
| LIN Linde PLC | 0.13% | 1,476 | $687K | Add +2.5% |
| LULU Lululemon Athletica Inc. | 0.13% | 2,427 | $687K | Add +21.4% |
| VNT Vontier Corp. | 0.13% | 20,858 | $685K | Add +21.7% |
| TXN Texas Instruments Inc. | 0.13% | 3,787 | $681K | No change |
| ET Energy Transfer LP | 0.13% | 36,208 | $673K | Add +2.3% |
| PNC PNC Financial Services Group | 0.13% | 3,802 | $668K | Add +3.4% |
| DFAC Dimensional US Core Equity 2 | 0.12% | 19,571 | $646K | Reduce -4.8% |
| XLY SS Consumer Disc Select Sect | 0.12% | 3,214 | $635K | Add +2.9% |
| FAST Fastenal Co. | 0.12% | 8,116 | $629K | Add +5.8% |
| PGR Progressive Corp. | 0.12% | 2,179 | $617K | Reduce -4.5% |
| ETN Eaton Corp. PLC | 0.12% | 2,247 | $611K | Add +15.3% |
| DUK Duke Energy Corp. | 0.12% | 4,986 | $608K | Add +18.0% |
| FITB Fifth Third Bancorp | 0.12% | 15,467 | $606K | Reduce -0.8% |
| CVX Chevron Corp. | 0.12% | 3,617 | $605K | Add +27.6% |
| TMUS T-Mobile US Inc. | 0.11% | 2,243 | $598K | Add +31.6% |
| TSCO Tractor Supply Company | 0.11% | 10,732 | $591K | Add +12.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.11% | 7,654 | $590K | Add +5.4% |
| MDT Medtronic PLC | 0.11% | 6,457 | $580K | Add +48.9% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.11% | 7,225 | $574K | Add +5.5% |
| IMCG iShares Morningstar Mid-Cap | 0.11% | 8,032 | $574K | Reduce -2.2% |
| ORCL Oracle Corp. | 0.11% | 4,089 | $572K | Add +2.4% |
| WM Waste Management Inc. | 0.10% | 2,386 | $552K | Reduce -0.5% |
| NOTVQ Inotiv Inc. | 0.10% | 249,897 | $552K | Reduce -9.2% |
| APH Amphenol Corp. Class A | 0.10% | 8,373 | $549K | Reduce -0.8% |
| PM Philip Morris International | 0.10% | 3,455 | $548K | Add +11.6% |
| AMD Advanced Micro Devices | 0.10% | 5,322 | $547K | Add +10.7% |
| AXP American Express Co. | 0.10% | 2,026 | $545K | Add +11.9% |
| LOW Lowe's Cos Inc. | 0.10% | 2,332 | $544K | Add +3.3% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.10% | 17,533 | $543K | New |
| WMB Williams Cos Inc. | 0.10% | 9,030 | $540K | New |
| SPGM State Street SPDR Portfolio | 0.10% | 8,575 | $535K | Reduce -2.2% |
| SCHM Schwab US Mid Cap ETF | 0.10% | 20,408 | $535K | Add +6.3% |
| AFL Aflac Inc. | 0.10% | 4,755 | $529K | New |
| AGG iShares Core U.S. Aggregate | 0.10% | 5,334 | $528K | Reduce -35.9% |
| PYPL PayPal Holdings Inc. | 0.10% | 8,077 | $527K | Add +80.5% |
| XLV SS Health Care Select Sector | 0.10% | 3,559 | $520K | Add +1.3% |
| RECS Columbia Resear Enh Cor ETF | 0.10% | 15,426 | $512K | New |
| MPT Medical Properties Trust Inc. | 0.10% | 84,923 | $512K | Reduce -9.6% |
| FYX First Trust Small Cap Core A | 0.10% | 5,621 | $506K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,019 | $502K | Reduce -0.1% |
| EVTR Eaton Vance Total Return | 0.09% | 9,466 | $479K | Add +122.7% |
| VHT Vanguard Health Care ETF | 0.09% | 1,806 | $478K | Reduce -23.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.09% | 9,024 | $474K | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 2,435 | $472K | Reduce -17.9% |
| CI The Cigna Group | 0.09% | 1,431 | $471K | Add +10.3% |
| BIV Vanguard Intermediate-Term B | 0.09% | 6,129 | $469K | Reduce -12.9% |
| FLS Flowserve Corp. | 0.09% | 9,587 | $468K | Add +33.8% |
| GLD SPDR Gold Shares | 0.09% | 1,625 | $468K | Add +9.3% |
| GD General Dynamics Corp. | 0.09% | 1,693 | $461K | New |
| VEA Vanguard Ftse Developed ETF | 0.09% | 8,980 | $456K | New |
| URI United Rentals Inc. | 0.08% | 710 | $445K | Add +50.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 907 | $440K | New |
| ADBE Adobe Inc. | 0.08% | 1,140 | $437K | New |
| BAH Booz Allen Hamilton Holdings | 0.08% | 4,152 | $434K | Add +61.6% |
| FNF Fidelity National Financial | 0.08% | 6,632 | $432K | Reduce -1.0% |
| CMI Cummins Inc. | 0.08% | 1,375 | $431K | Add +0.1% |
| AM Antero Midstream Corp. | 0.08% | 23,893 | $430K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.08% | 8,146 | $427K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 1,199 | $423K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.08% | 1,487 | $420K | Add +13.3% |
| SYK Stryker Corp. | 0.08% | 1,125 | $419K | Add +8.3% |
| CTAS Cintas Corp. | 0.08% | 2,010 | $413K | Add +6.7% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.08% | 11,360 | $412K | New |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 9,321 | $406K | Reduce -2.5% |
| BLDR Builders Firstsource Inc. | 0.08% | 3,236 | $404K | Add +56.7% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 6,578 | $401K | Reduce -0.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.07% | 3,158 | $393K | New |
| A Agilent Technologies Inc. | 0.07% | 3,356 | $393K | Add +9.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.07% | 6,134 | $386K | Reduce -3.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 4,639 | $386K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.07% | 15,240 | $383K | No change |
| IQLT iShares MSCI International Q | 0.07% | 9,639 | $383K | Add +3.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 4,049 | $379K | New |
| INTC Intel Corp. | 0.07% | 16,689 | $379K | Reduce -15.5% |
| FNX First Trust Mid Cap Core Alp | 0.07% | 3,463 | $377K | No change |
| CB Chubb Ltd. | 0.07% | 1,232 | $372K | Reduce -1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 2,732 | $371K | Add +21.1% |
| NFLX Netflix Inc. | 0.07% | 396 | $369K | New |
| ITW Illinois Tool Works | 0.07% | 1,484 | $368K | Add +83.4% |
| FDX FedEx Corp. | 0.07% | 1,499 | $365K | Add +51.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 4,616 | $364K | Add +4.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 1,640 | $364K | New |
| GS Goldman Sachs Group Inc. | 0.07% | 654 | $357K | Add +69.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 2,979 | $357K | New |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.07% | 4,417 | $356K | Add +21.9% |
| EPD Enterprise Products Partners | 0.07% | 10,423 | $356K | Add +3.2% |
| MBB iShares MBS ETF | 0.07% | 3,784 | $355K | Add +8.5% |
| DVY iShares Select Dividend ETF | 0.07% | 2,588 | $348K | Reduce -5.5% |
| MPWR Monolithic Power Systems Inc. | 0.06% | 588 | $341K | Add +7.3% |
| VIS Vanguard Industrials ETF | 0.06% | 1,355 | $335K | No change |
| YUM Yum! Brands Inc. | 0.06% | 2,130 | $335K | Reduce -0.1% |
| BF.A Brown-Forman Corp. Class A | 0.06% | 9,988 | $334K | Reduce -36.7% |
| VAW Vanguard Materials ETF | 0.06% | 1,762 | $333K | Add +1.9% |
| WAT Waters Corp. | 0.06% | 900 | $332K | No change |
| MMM 3M Co. | 0.06% | 2,255 | $331K | Add +5.8% |
| KMI Kinder Morgan Inc. | 0.06% | 11,454 | $327K | Add +7.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,964 | $326K | Add +59.2% |
| VTR Ventas Inc. | 0.06% | 4,730 | $325K | Reduce -4.6% |
| LUV Southwest Airlines Co. | 0.06% | 9,592 | $322K | Add +0.0% |
| FTA First Trust L C Val Alp | 0.06% | 4,186 | $321K | No change |
| KHC The Kraft Heinz Co. | 0.06% | 10,546 | $321K | Reduce -0.5% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 1,591 | $318K | Add +3.0% |
| CLX Clorox Company | 0.06% | 2,160 | $318K | Reduce -2.5% |
| ENB Enbridge Inc. | 0.06% | 7,068 | $313K | Add +18.4% |
| WPC WP Carey Inc. | 0.06% | 4,956 | $313K | Add +3.2% |
| IBTH iShares Ibonds Dec 2027 Term | 0.06% | 13,800 | $309K | No change |
| IBTI iShares Ibonds Dec 2028 Term | 0.06% | 13,800 | $307K | No change |
| PAYX Paychex Inc. | 0.06% | 1,955 | $302K | Reduce -2.1% |
| FSK FS KKR Capital Corp. | 0.06% | 14,239 | $298K | New |
| IEF iShares 7-10 Year Treasury B | 0.06% | 3,069 | $293K | Reduce -7.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.06% | 2,248 | $290K | New |
| VST Vistra Corp. | 0.05% | 2,432 | $286K | Add +15.8% |
| HQL Abrdn Life Sciences Investor | 0.05% | 21,874 | $278K | Add +1.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.05% | 2,831 | $276K | New |
| NSC Norfolk Southern Corp. | 0.05% | 1,163 | $275K | Add +3.8% |
| UNM Unum Group | 0.05% | 3,319 | $270K | Reduce -1.5% |
| PAVE Global X US Infrastructure | 0.05% | 6,974 | $263K | New |
| ADI Analog Devices Inc. | 0.05% | 1,280 | $258K | Reduce -17.6% |
| BA The Boeing Co. | 0.05% | 1,506 | $257K | Add +10.6% |
| GILD Gilead Sciences Inc. | 0.05% | 2,279 | $255K | Reduce -7.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.05% | 7,276 | $254K | New |
| KNSL Kinsale Capital Group Inc. | 0.05% | 519 | $253K | Add +3.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.05% | 10,397 | $252K | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 2,970 | $251K | New |
| MA Mastercard Inc. Class A | 0.05% | 455 | $249K | New |
| VZ Verizon Communications Inc. | 0.05% | 5,488 | $249K | New |
| QGRW Wisdomtree US Quality Growth | 0.05% | 5,649 | $248K | Add +28.0% |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 2,066 | $243K | No change |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.05% | 3,699 | $243K | No change |
| FXR First Trust Indst/Producers | 0.05% | 3,407 | $237K | No change |
| KE Kimball Electronics Inc. | 0.04% | 14,397 | $237K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 4,764 | $236K | New |
| HEI Heico Corp. | 0.04% | 875 | $234K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.04% | 6,411 | $233K | New |
| MU Micron Technology Inc. | 0.04% | 2,680 | $233K | Reduce -5.3% |
| FLOT iShares Floating Rate Bond E | 0.04% | 4,450 | $227K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.04% | 3,022 | $217K | New |
| PFE Pfizer Inc. | 0.04% | 8,326 | $211K | Reduce -9.8% |
| NET Cloudflare Inc. Class A | 0.04% | 1,836 | $207K | Reduce -3.4% |
| XEADX Allspring Income Opport | 0.04% | 29,760 | $204K | Reduce -2.9% |
| CVS CVS Health Corp. | 0.04% | 2,965 | $201K | Reduce -58.4% |
| SHW The Sherwin-Williams Co. | 0.04% | 573 | $200K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.03% | 17,710 | $144K | Reduce -0.1% |
| BTG B2GOLD Corp. | 0.02% | 44,018 | $125K | Reduce -3.8% |
| WBA Walgreens Boots Alliance Inc. | 0.02% | 10,126 | $113K | Reduce -0.6% |
| VALE Vale SA-SP ADR | 0.02% | 10,067 | $100K | New |
| HLLY Holley Inc. | 0.02% | 38,607 | $99K | New |
| IEP Icahn Enterprises LP | 0.02% | 10,350 | $94K | Reduce -28.3% |
| NIO Nio Inc. - ADR | 0.01% | 20,710 | $79K | New |
| PHK PIMCO High Income Fund | 0.01% | 15,055 | $74K | Reduce -36.9% |
| FGB First Trust Special Financ | 0.01% | 12,500 | $54K | Reduce -7.4% |
| XNROX Neu Re Est Sec Inc. FD Inc.-US filed as NEUBERGER BERMAN REAL ESTATE | 0.01% | 12,760 | $42K | No change |
| STIM Neuronetics Inc. | 0.01% | 10,100 | $37K | New |
| TASEKO MINES LTD | 0.00% | 10,000 | $22K | No change |