| AAPL Apple Inc. | 6.48% | 161,026 | $40.3M | Reduce -8.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.92% | 217,577 | $36.8M | Add +5.3% |
| NVDA Nvidia Corp. | 5.56% | 257,628 | $34.6M | Reduce -6.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.76% | 72,236 | $29.6M | Add +12.2% |
| QQQ Invesco QQQ Trust Series 1 | 3.06% | 37,190 | $19.0M | Reduce -1.2% |
| MSFT Microsoft Corp. | 2.73% | 40,339 | $17.0M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 2.21% | 62,622 | $13.7M | Reduce -0.5% |
| FTSM First Trust Enh Short Mat FD | 2.08% | 216,574 | $12.9M | Add +4.5% |
| DLN Wisdomtree US Largecap Divid | 1.73% | 138,258 | $10.8M | New |
| BAR Graniteshares Gold Trust | 1.69% | 406,568 | $10.5M | Add +10.7% |
| RSP Invesco S&P 500 Equal Weight | 1.58% | 56,160 | $9.8M | Add +116.6% |
| IJS iShares S&P Small-Cap 600 Va | 1.50% | 85,836 | $9.3M | Add +42.4% |
| IJH iShares Core S&P Midcap ETF | 1.41% | 140,732 | $8.8M | Add +9.3% |
| META Meta Platforms Inc. Class A | 1.37% | 14,550 | $8.5M | Reduce -6.0% |
| IJT iShares S&P Small-Cap 600 GR | 1.34% | 61,505 | $8.3M | Add +34.9% |
| GOOG Alphabet Inc. Class C | 1.23% | 40,281 | $7.7M | Reduce -16.9% |
| JPM JPMorgan Chase & Co. | 1.22% | 31,712 | $7.6M | Reduce -11.0% |
| JEPI JPMorgan Equity Premium Inco | 1.15% | 124,446 | $7.2M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 1.13% | 13,082 | $7.0M | Add +119.4% |
| COST Costco Wholesale Corp. | 1.11% | 7,540 | $6.9M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 1.10% | 36,268 | $6.9M | Reduce -0.8% |
| BX Blackstone Inc. | 1.10% | 39,713 | $6.8M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 1.07% | 11,340 | $6.7M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 14,368 | $6.5M | Add +4.0% |
| XPHDX Pioneer Floating Rate Fund | 1.02% | 657,025 | $6.4M | Reduce -6.6% |
| FTSL First Trust Senior Loan ETF | 1.01% | 136,255 | $6.3M | Reduce -4.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.96% | 108,257 | $6.0M | Reduce -14.2% |
| GS Goldman Sachs Group Inc. | 0.94% | 10,207 | $5.8M | Add +4.3% |
| AXON Axon Enterprise Inc. | 0.92% | 9,653 | $5.7M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.92% | 32,110 | $5.7M | Add +11.5% |
| XOM Exxon Mobil Corp. | 0.89% | 51,617 | $5.6M | Add +4.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.85% | 15,450 | $5.3M | Add +2.8% |
| HYLB Xtrackers Usd High Yield Cor | 0.81% | 139,854 | $5.0M | Add +3.9% |
| AGG iShares Core U.S. Aggregate | 0.81% | 51,726 | $5.0M | Add +3.5% |
| FMB First Trust Managed Municipa | 0.80% | 97,400 | $5.0M | Add +1.1% |
| BBUS JPMorgan Betabuilders US Equ | 0.80% | 46,900 | $5.0M | Add +11.4% |
| INDA iShares MSCI India ETF | 0.79% | 93,632 | $4.9M | Add +60.6% |
| AVGO Broadcom Inc. | 0.78% | 20,996 | $4.9M | Reduce -4.2% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.77% | 392,300 | $4.8M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.75% | 6,054 | $4.7M | Reduce -3.6% |
| LNG Cheniere Energy Inc. | 0.74% | 21,574 | $4.6M | Add +4.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.74% | 81,971 | $4.6M | Add +27.9% |
| UBER Uber Technologies Inc. | 0.74% | 76,042 | $4.6M | Add +34.0% |
| ALL Allstate Corp. | 0.72% | 23,393 | $4.5M | Reduce -0.1% |
| VGK Vanguard Ftse Europe ETF | 0.71% | 69,283 | $4.4M | Reduce -14.8% |
| V Visa Inc. Class A | 0.67% | 13,104 | $4.1M | Reduce -18.8% |
| FDX FedEx Corp. | 0.66% | 14,669 | $4.1M | Add +6.5% |
| NOC Northrop Grumman Corp. | 0.63% | 8,348 | $3.9M | Add +7.5% |
| HYT BlackRock Corp. Hi YLD | 0.62% | 392,400 | $3.8M | Reduce -10.5% |
| ULTA Ulta Beauty Inc. | 0.61% | 8,795 | $3.8M | Add +1.0% |
| VZ Verizon Communications Inc. | 0.59% | 92,183 | $3.7M | Reduce -23.1% |
| EMB iShares JP Morgan Usd Emergi | 0.59% | 41,272 | $3.7M | New |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.56% | 146,615 | $3.5M | Add +4.8% |
| ADBE Adobe Inc. | 0.54% | 7,568 | $3.4M | Add +1.0% |
| PYLD PIMCO Multisector Bond Actv | 0.53% | 127,900 | $3.3M | Add +29.6% |
| HIMS Hims & Hers Health Inc. | 0.52% | 133,168 | $3.2M | Add +28.7% |
| PYPL PayPal Holdings Inc. | 0.47% | 34,235 | $2.9M | Add +7.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 4,958 | $2.9M | Add +16.8% |
| FPE FT-Preferred Secur & Inc. ETF | 0.46% | 162,836 | $2.9M | Add +3.3% |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 0.46% | 96,810 | $2.9M | Reduce -10.4% |
| CAT Caterpillar Inc. | 0.42% | 7,179 | $2.6M | Add +4.0% |
| CMCSA Comcast Corp. Class A | 0.41% | 67,623 | $2.5M | Reduce -12.7% |
| PANW Palo Alto Networks Inc. | 0.40% | 13,583 | $2.5M | Reduce -14.1% |
| AMLP Alerian MLP ETF | 0.37% | 48,025 | $2.3M | Reduce -9.6% |
| FCX Freeport-McMoran Inc. | 0.36% | 59,469 | $2.3M | Reduce -0.9% |
| CUBE Cubesmart | 0.35% | 51,342 | $2.2M | Add +7.6% |
| STWD Starwood Property Trust Inc. | 0.35% | 115,625 | $2.2M | Reduce -12.2% |
| MCD McDonald's Corp. | 0.34% | 7,282 | $2.1M | Reduce -10.8% |
| AJAN In Eq DF PR ETF 2Y JAN28-Usd | 0.33% | 77,110 | $2.0M | Reduce -3.7% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 41,111 | $2.0M | Add +0.0% |
| EOG EOG Resources Inc. | 0.31% | 15,836 | $1.9M | Reduce -18.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.30% | 17,444 | $1.9M | Reduce -2.7% |
| HON Honeywell International Inc. | 0.28% | 7,667 | $1.7M | Reduce -10.6% |
| IQLT iShares MSCI International Q | 0.27% | 44,867 | $1.7M | Add +2.6% |
| CVX Chevron Corp. | 0.26% | 11,254 | $1.6M | Reduce -14.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 37,029 | $1.6M | Reduce -8.0% |
| HD Home Depot Inc. | 0.26% | 4,090 | $1.6M | Reduce -9.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 7,203 | $1.6M | Reduce -7.1% |
| MPT Medical Properties Trust Inc. | 0.25% | 400,300 | $1.6M | Reduce -9.4% |
| IYW iShares Ustechnology ETF | 0.25% | 9,692 | $1.5M | Reduce -0.1% |
| TLT iShares 20+ Year Treasury BD | 0.25% | 17,525 | $1.5M | Reduce -14.9% |
| UEC Uranium Energy Corp. | 0.25% | 228,459 | $1.5M | New |
| NZF Nuveen Municipal Credit Inc. | 0.23% | 117,750 | $1.4M | Reduce -7.1% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 7,291 | $1.4M | Add +2.1% |
| EELV Invesco S&P Emerging Markets | 0.22% | 59,782 | $1.4M | Add +2.2% |
| MUST Columbia Multi-Sect Muni Inc. | 0.22% | 67,590 | $1.4M | Reduce -1.3% |
| AMD Advanced Micro Devices | 0.22% | 11,193 | $1.4M | Reduce -6.3% |
| QCOM Qualcomm Inc. | 0.21% | 8,701 | $1.3M | Reduce -11.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 4,785 | $1.3M | Add +33.7% |
| BITB Bitwise Bitcoin ETF | 0.20% | 24,817 | $1.3M | Add +10.7% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 28,588 | $1.3M | Add +3.0% |
| BLK BlackRock Finance Inc. | 0.20% | 1,210 | $1.2M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.19% | 1,342 | $1.2M | Add +4.3% |
| TSLA Tesla Inc. | 0.19% | 2,953 | $1.2M | Reduce -21.9% |
| CSQ Calamos Strat TTL RTRN FND | 0.18% | 63,700 | $1.1M | Reduce -20.3% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 6,314 | $1.1M | Add +32.5% |
| WMT Walmart Inc. | 0.18% | 12,421 | $1.1M | Add +15.1% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.18% | 18,504 | $1.1M | Add +20.6% |
| JNJ Johnson & Johnson | 0.18% | 7,601 | $1.1M | Reduce -14.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.17% | 18,881 | $1.1M | Add +14.2% |
| JAVA JPMorgan Active Value ETF | 0.17% | 16,798 | $1.1M | Add +28.1% |
| TJUL Innovator Equity Defined Pro | 0.17% | 37,555 | $1.0M | Reduce -3.6% |
| GBCI Glacier Bancorp Inc. | 0.16% | 19,250 | $967K | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.15% | 13,255 | $957K | Reduce -6.3% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.15% | 16,722 | $955K | Add +13.0% |
| JGRO JPMorgan Active Growth ETF | 0.15% | 11,626 | $942K | Add +7.5% |
| TGT Target Corp. | 0.15% | 6,747 | $912K | Reduce -11.1% |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 6,730 | $889K | Add +0.0% |
| FXH First Trust Health Care Alph | 0.14% | 8,395 | $874K | Reduce -17.7% |
| IWM iShares Russell 2000 ETF | 0.14% | 3,853 | $851K | Reduce -16.0% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.14% | 19,227 | $846K | Add +10.2% |
| VGT Vanguard Info Tech ETF | 0.13% | 1,285 | $799K | Reduce -2.4% |
| XLRE SS Real Estate Select Sector | 0.13% | 19,425 | $790K | Add +2.9% |
| MRK Merck & Co. Inc. | 0.12% | 7,486 | $745K | Reduce -15.9% |
| JPST JPMorgan Ultra-Short Income | 0.12% | 14,773 | $744K | Reduce -2.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 3,730 | $739K | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.12% | 1,421 | $719K | Reduce -11.8% |
| ET Energy Transfer LP | 0.11% | 36,093 | $707K | Reduce -19.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 6,309 | $703K | Add +6.3% |
| CMDY iShares Bloomberg Roll Selec | 0.11% | 14,725 | $701K | Reduce -3.6% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.11% | 26,752 | $700K | Add +1.7% |
| SHOP Shopify Inc. Class A | 0.11% | 6,510 | $692K | Reduce -14.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.11% | 1 | $681K | No change |
| IWO iShares Russell 2000 Growth | 0.11% | 2,336 | $672K | Reduce -37.4% |
| CSCO Cisco Systems Inc. | 0.11% | 11,222 | $664K | Reduce -8.7% |
| VXF Vanguard Extended Market ETF | 0.11% | 3,483 | $662K | Add +6.0% |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 7,428 | $657K | Reduce -43.8% |
| XLV SS Health Care Select Sector | 0.10% | 4,686 | $645K | Reduce -35.9% |
| ICOW Pacer Developed Markets Inte | 0.10% | 21,867 | $638K | Add +3.9% |
| FBT First Trust Nyse Arca Biotec | 0.10% | 3,831 | $637K | Reduce -11.8% |
| KMI Kinder Morgan Inc. | 0.10% | 23,074 | $632K | Add +7.4% |
| MMM 3M Co. | 0.10% | 4,801 | $620K | Reduce -4.7% |
| FITB Fifth Third Bancorp | 0.10% | 14,335 | $606K | No change |
| IEMG iShares Core MSCI Emerging | 0.10% | 11,570 | $604K | Add +12.8% |
| OHI Omega Healthcare Investors | 0.10% | 15,800 | $598K | Reduce -13.1% |
| WMB Williams Cos Inc. | 0.09% | 10,852 | $587K | Add +8.4% |
| XLF SS Financial Select Sector | 0.09% | 12,149 | $587K | Reduce -2.6% |
| JIRE JPMorgan Int Res Enh Eqty | 0.09% | 9,894 | $579K | Add +25.2% |
| ABT Abbott Laboratories | 0.09% | 5,083 | $575K | Reduce -15.1% |
| PCTY Paylocity Holding Corp. | 0.09% | 2,851 | $569K | Reduce -27.0% |
| ARM Arm Holdings PLC-ADR | 0.09% | 4,560 | $563K | Reduce -7.7% |
| LULU Lululemon Athletica Inc. | 0.09% | 1,455 | $556K | Reduce -10.6% |
| ZS Zscaler Inc. | 0.09% | 2,975 | $537K | Reduce -15.7% |
| XLE SS Energy Select Sector | 0.08% | 6,165 | $528K | Reduce -0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 6,969 | $527K | New |
| TER Teradyne Inc. | 0.08% | 4,150 | $523K | Reduce -18.5% |
| AXP American Express Co. | 0.08% | 1,749 | $519K | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.08% | 2,997 | $502K | Reduce -19.0% |
| JCPB JPMorgan Core Plus Bond ETF | 0.08% | 10,904 | $502K | Add +23.0% |
| ETN Eaton Corp. PLC | 0.08% | 1,498 | $497K | Reduce -0.9% |
| BBEU JPMorgan Betabuilders Europe | 0.08% | 8,828 | $489K | No change |
| VTR Ventas Inc. | 0.08% | 7,950 | $468K | Reduce -12.6% |
| ITA iShares U.S. Aerospace & Def | 0.07% | 3,206 | $466K | Add +125.9% |
| INTC Intel Corp. | 0.07% | 23,119 | $464K | Add +2.2% |
| XLY SS Consumer Disc Select Sect | 0.07% | 2,061 | $462K | Reduce -3.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.07% | 1,612 | $458K | Add +12.2% |
| IWD iShares Russell 1000 Value E | 0.07% | 2,359 | $437K | Reduce -8.7% |
| NOBL Proshares S&P 500 Dividend A | 0.07% | 4,356 | $434K | Add +21.6% |
| BA The Boeing Co. | 0.07% | 2,449 | $433K | New |
| WELL Welltower Inc. | 0.07% | 3,418 | $431K | No change |
| ORLY O'reilly Automotive Inc. | 0.07% | 361 | $428K | No change |
| IVW iShares S&P 500 Growth ETF | 0.07% | 4,203 | $427K | Add +1.2% |
| JEMA JPMorgan Activebuilders Emer | 0.07% | 11,395 | $426K | Add +12.6% |
| DLR Digital Realty Trust Inc. | 0.07% | 2,389 | $424K | Reduce -1.6% |
| EMR Emerson Electric Co. | 0.07% | 3,374 | $418K | Reduce -20.3% |
| IWN iShares Russell 2000 Value E | 0.07% | 2,466 | $405K | Reduce -36.9% |
| PEP Pepsico Inc. | 0.07% | 2,659 | $404K | Reduce -13.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 3,320 | $401K | Reduce -10.2% |
| CMI Cummins Inc. | 0.06% | 1,130 | $394K | Reduce -12.1% |
| DVN Devon Energy Corp. | 0.06% | 12,025 | $394K | Reduce -40.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 2,413 | $390K | Add +0.0% |
| SBUX Starbucks Corp. | 0.06% | 4,196 | $383K | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 5,334 | $375K | Add +1.6% |
| DUK Duke Energy Corp. | 0.06% | 3,442 | $371K | Reduce -21.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 1,452 | $368K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.06% | 6,015 | $365K | Add +1.5% |
| SYF Synchrony Financial | 0.06% | 5,404 | $351K | Add +9.3% |
| PH Parker Hannifin Corp. | 0.06% | 546 | $347K | No change |
| PKG Packaging Corp. of America | 0.06% | 1,529 | $344K | Reduce -8.9% |
| KO The Coca-Cola Co. | 0.05% | 5,465 | $340K | Reduce -17.1% |
| VIS Vanguard Industrials ETF | 0.05% | 1,322 | $336K | Reduce -2.4% |
| ZTS Zoetis Inc. | 0.05% | 2,021 | $329K | Reduce -27.0% |
| DE Deere & Co. | 0.05% | 777 | $329K | Add +19.9% |
| NEE Nextera Energy Inc. | 0.05% | 4,591 | $329K | Reduce -0.9% |
| CEG Constellation Energy | 0.05% | 1,471 | $329K | Reduce -3.0% |
| VCIT Vanguard Int-Term Corporate | 0.05% | 4,097 | $329K | Add +1.3% |
| ADP Automatic Data Processing | 0.05% | 1,123 | $329K | Add +20.9% |
| OXY Occidental Petroleum Corp. | 0.05% | 6,575 | $325K | Add +0.0% |
| UNP Union Pacific Corp. | 0.05% | 1,424 | $325K | Reduce -16.9% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.05% | 3,371 | $324K | New |
| FR First Industrial Realty TR | 0.05% | 6,409 | $321K | No change |
| DHI D.R. Horton Inc. | 0.05% | 2,282 | $319K | Reduce -0.9% |
| TXN Texas Instruments Inc. | 0.05% | 1,672 | $314K | Add +18.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.05% | 4,099 | $312K | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.05% | 770 | $309K | Reduce -11.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.05% | 7,452 | $302K | Add +0.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 433 | $300K | Add +71.8% |
| CSX CSX Corp. | 0.05% | 9,182 | $296K | Reduce -4.0% |
| AMGN Amgen Inc. | 0.04% | 1,056 | $275K | Reduce -43.3% |
| HCA HCA Healthcare Inc. | 0.04% | 907 | $272K | Reduce -3.0% |
| RTX RTX Corp. | 0.04% | 2,342 | $271K | No change |
| C Citigroup Inc. | 0.04% | 3,828 | $269K | Reduce -1.2% |
| HPE Hewlett Packard Enterprise | 0.04% | 12,547 | $268K | Add +7.8% |
| PFE Pfizer Inc. | 0.04% | 10,096 | $268K | Add +8.3% |
| GLD SPDR Gold Shares | 0.04% | 1,097 | $266K | Add +120.3% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 2,055 | $262K | Add +2.8% |
| PFG Principal Financial Group | 0.04% | 3,386 | $262K | Reduce -0.4% |
| IYY iShares Dow Jones U.S. ETF | 0.04% | 1,809 | $259K | Reduce -1.6% |
| HACK Amplify Cybersecurity ETF | 0.04% | 3,405 | $254K | Reduce -18.5% |
| TMUS T-Mobile US Inc. | 0.04% | 1,125 | $248K | Reduce -21.6% |
| BSX Boston Scientific Corp. | 0.04% | 2,779 | $248K | Add +6.3% |
| PGR Progressive Corp. | 0.04% | 1,028 | $246K | No change |
| TLH iShares 10-20 Year Treasury | 0.04% | 2,464 | $245K | New |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 465 | $242K | Reduce -69.8% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 4,555 | $242K | New |
| FICO Fair Isaac Corp. | 0.04% | 120 | $239K | Reduce -6.3% |
| FTNT Fortinet Inc. | 0.04% | 2,485 | $235K | New |
| CTAS Cintas Corp. | 0.04% | 1,280 | $234K | New |
| ISRG Intuitive Surgical Inc. | 0.04% | 436 | $228K | Reduce -15.3% |
| NOW ServiceNow Inc. | 0.04% | 214 | $227K | Reduce -8.2% |
| CDW CDW Corp. | 0.04% | 1,300 | $226K | No change |
| VDC Vanguard Consumer Staple ETF | 0.04% | 1,068 | $226K | Add +0.8% |
| JPIE JPMorgan Income ETF | 0.04% | 4,913 | $224K | Add +2.6% |
| ANET Arista Networks Inc. | 0.04% | 2,024 | $224K | New |
| SNOW Snowflake Inc. | 0.04% | 1,440 | $222K | New |
| LMT Lockheed Martin Corp. | 0.04% | 457 | $222K | Reduce -7.3% |
| SOUN Soundhound AI Inc. Class A | 0.03% | 10,900 | $216K | Reduce -0.9% |
| JEF Jefferies Financial Group Inc. | 0.03% | 2,750 | $216K | New |
| URI United Rentals Inc. | 0.03% | 304 | $214K | No change |
| GEHC GE Healthcare Technology | 0.03% | 2,722 | $213K | Reduce -1.0% |
| ORCL Oracle Corp. | 0.03% | 1,276 | $213K | Reduce -1.2% |
| AOR iShares Core 60/40 Balanced | 0.03% | 3,658 | $210K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 2,750 | $209K | Add +2.3% |
| MBB iShares MBS ETF | 0.03% | 2,254 | $207K | Reduce -2.1% |
| SPGI S&P Global Inc. | 0.03% | 413 | $206K | Add +2.5% |
| GD General Dynamics Corp. | 0.03% | 774 | $204K | Reduce -2.3% |
| CL Colgate-Palmolive Co. | 0.03% | 2,236 | $203K | Reduce -44.9% |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | 0.03% | 5,230 | $202K | New |
| QTEC First Trust Nasdq 100 Tech I | 0.03% | 1,065 | $201K | No change |
| ENFN Enfusion Inc. Class A | 0.03% | 15,441 | $159K | Reduce -38.2% |
| CGC Canopy Growth Corp. | 0.02% | 36,540 | $100K | Reduce -18.1% |
| EOSE Eos Energy Enterprises Inc. | 0.01% | 10,470 | $51K | New |
| TLRY Tilray Brands Inc. | 0.01% | 35,376 | $47K | Reduce -15.0% |
| EVLV Evolv Technologies Holdings | 0.01% | 10,000 | $40K | No change |