| NVDA Nvidia Corp. | 5.44% | 1,015,400 | $110.1M | Reduce -1.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 4.79% | 480,962 | $96.9M | Add +2.3% |
| AAPL Apple Inc. | 2.83% | 257,269 | $57.1M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.33% | 182,101 | $47.1M | Add +3.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.82% | 119,371 | $36.9M | Add +3.1% |
| MSFT Microsoft Corp. | 1.74% | 93,837 | $35.2M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 1.51% | 59,460 | $30.6M | Add +2.3% |
| SCHO Schwab Short-Term US Treas | 1.37% | 1,138,258 | $27.7M | Add +5.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.36% | 106,987 | $27.5M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 1.36% | 539,171 | $27.4M | Add +2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.30% | 118,154 | $26.2M | Add +2.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.21% | 677,086 | $24.5M | Add +2.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.19% | 459,636 | $24.1M | Add +8.1% |
| JPM JPMorgan Chase & Co. | 1.13% | 93,083 | $22.8M | Reduce -0.9% |
| BX Blackstone Inc. | 1.12% | 162,216 | $22.7M | Reduce -10.7% |
| SCHF Schwab Intl Equity ETF | 1.07% | 1,097,523 | $21.7M | Reduce -1.0% |
| IEI iShares 3-7 Year Treasury Bo | 1.06% | 181,021 | $21.4M | Add +4.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.01% | 159,091 | $20.5M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 35,723 | $20.0M | Reduce -2.2% |
| BND Vanguard Total Bond Market | 0.88% | 242,234 | $17.8M | Add +3.1% |
| MAA Mid-America Apartment Comm | 0.87% | 105,493 | $17.7M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.87% | 92,883 | $17.7M | Add +4.4% |
| WMT Walmart Inc. | 0.85% | 194,957 | $17.2M | Reduce -1.9% |
| MBB iShares MBS ETF | 0.84% | 182,023 | $17.1M | Add +10.8% |
| SO The Southern Co. | 0.84% | 184,949 | $17.0M | Add +1.3% |
| HD Home Depot Inc. | 0.84% | 46,253 | $17.0M | Reduce -2.2% |
| V Visa Inc. Class A | 0.83% | 47,843 | $16.8M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.83% | 287,251 | $16.8M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.83% | 79,861 | $16.7M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.77% | 705,265 | $15.6M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.76% | 98,777 | $15.4M | Add +4.0% |
| SCHD Schwab US DVD Equity ETF | 0.72% | 523,893 | $14.6M | Reduce -1.6% |
| OKE Oneok Inc. | 0.69% | 140,127 | $13.9M | Add +0.1% |
| IAU iShares Gold Trust | 0.68% | 233,026 | $13.7M | Add +14.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 25,594 | $13.6M | Add +1.2% |
| MCD McDonald's Corp. | 0.61% | 39,322 | $12.3M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 44,141 | $12.1M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.59% | 61,477 | $11.9M | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.58% | 150,587 | $11.8M | Add +2.4% |
| RSP Invesco S&P 500 Equal Weight | 0.58% | 67,749 | $11.7M | Reduce -8.6% |
| VMC Vulcan Materials Co. | 0.58% | 50,190 | $11.7M | Reduce -4.1% |
| SCHB Schwab US Broad Market ETF | 0.54% | 507,242 | $10.9M | Add +0.4% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 108,086 | $10.9M | Add +13.6% |
| AFL Aflac Inc. | 0.53% | 96,100 | $10.7M | Reduce -3.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.49% | 396,844 | $10.0M | Add +2.8% |
| SCHM Schwab US Mid Cap ETF | 0.49% | 380,430 | $10.0M | Reduce -6.5% |
| VIGI Vanguard Int Div App Indx FD | 0.49% | 119,984 | $10.0M | Add +8.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 60,332 | $9.7M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.48% | 17,189 | $9.7M | Reduce -0.6% |
| JUST Goldman Sachs Just US LRG | 0.46% | 117,588 | $9.4M | Add +0.0% |
| VT Vanguard Tot World STK ETF | 0.46% | 79,494 | $9.2M | Add +1.5% |
| CVX Chevron Corp. | 0.46% | 55,038 | $9.2M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.45% | 53,863 | $9.2M | Reduce -0.7% |
| LMT Lockheed Martin Corp. | 0.45% | 20,347 | $9.1M | Reduce -8.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.45% | 87,642 | $9.1M | Add +15.3% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 198,925 | $9.0M | Add +8.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 19,087 | $9.0M | Reduce -3.4% |
| VGT Vanguard Info Tech ETF | 0.44% | 16,479 | $8.9M | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.43% | 110,912 | $8.8M | Add +6.7% |
| GL Globe Life Inc. | 0.42% | 65,253 | $8.6M | Reduce -4.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.42% | 364,320 | $8.4M | Reduce -5.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.41% | 306,186 | $8.2M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.40% | 68,390 | $8.1M | Add +2.8% |
| UNH Unitedhealth Group Inc. | 0.40% | 15,272 | $8.0M | Reduce -14.4% |
| SFBS Servisfirst Bancshares Inc. | 0.39% | 95,272 | $7.9M | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.38% | 319,211 | $7.7M | Add +10.3% |
| WM Waste Management Inc. | 0.38% | 33,092 | $7.7M | Add +1.2% |
| GPN Global Payments Inc. | 0.37% | 76,705 | $7.5M | Reduce -9.6% |
| HON Honeywell International Inc. | 0.37% | 35,465 | $7.5M | Reduce -0.1% |
| BRO Brown & Brown Inc. | 0.36% | 58,148 | $7.2M | Reduce -2.4% |
| MA Mastercard Inc. Class A | 0.35% | 13,081 | $7.2M | Add +0.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.34% | 266,114 | $6.8M | Add +3.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.33% | 285,014 | $6.7M | Add +2.8% |
| JNJ Johnson & Johnson | 0.33% | 40,364 | $6.7M | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.32% | 11,363 | $6.5M | Add +5.3% |
| PSX Phillips 66 | 0.32% | 52,459 | $6.5M | Reduce -3.3% |
| IBTF iShares Ibonds Dec 2025 Term | 0.31% | 270,075 | $6.3M | Reduce -0.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 76,145 | $6.3M | Add +0.9% |
| LLY Eli Lilly & Co. | 0.31% | 7,547 | $6.2M | Add +17.3% |
| GOOGL Alphabet Inc. Class A | 0.31% | 40,271 | $6.2M | Add +8.3% |
| QUAL iShares MSCI USA Quality Fac | 0.31% | 36,254 | $6.2M | Add +1.2% |
| DCRE DBL Comm Real Est Debt | 0.30% | 117,247 | $6.1M | Add +2.5% |
| VXUS Vanguard Total Intl Stock | 0.30% | 96,830 | $6.0M | Reduce -0.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.29% | 24,190 | $5.9M | Add +2.3% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 50,275 | $5.9M | No change |
| CME Cme Group Inc. | 0.29% | 22,049 | $5.8M | Reduce -2.4% |
| MDY State Street SPDR S&P Midcap | 0.28% | 10,684 | $5.7M | Add +0.5% |
| IEF iShares 7-10 Year Treasury B | 0.28% | 59,610 | $5.7M | Add +7.1% |
| AMGN Amgen Inc. | 0.28% | 18,064 | $5.6M | Add +1.0% |
| KO The Coca-Cola Co. | 0.28% | 77,132 | $5.6M | Add +1.3% |
| IBTG iShares Ibonds Dec 2026 Term | 0.27% | 242,106 | $5.6M | Add +7.8% |
| CSCO Cisco Systems Inc. | 0.27% | 89,324 | $5.5M | Add +2.8% |
| TXN Texas Instruments Inc. | 0.27% | 30,358 | $5.5M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 21,474 | $5.3M | Add +12.1% |
| RF Regions Financial Corp. | 0.26% | 241,149 | $5.3M | Add +0.9% |
| ICE Intercontinental Exchange Inc. | 0.25% | 29,305 | $5.1M | Add +0.1% |
| ORCL Oracle Corp. | 0.25% | 35,971 | $5.0M | Add +6.2% |
| DUK Duke Energy Corp. | 0.25% | 40,639 | $5.0M | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 58,594 | $4.9M | Add +0.7% |
| ABT Abbott Laboratories | 0.24% | 37,113 | $4.9M | Add +0.4% |
| CAT Caterpillar Inc. | 0.24% | 14,708 | $4.9M | Add +2.4% |
| ADBE Adobe Inc. | 0.24% | 12,600 | $4.8M | Reduce -19.4% |
| WPM Wheaton Precious Metals Corp. | 0.23% | 61,045 | $4.7M | Add +2.6% |
| EMR Emerson Electric Co. | 0.23% | 42,724 | $4.7M | Add +1.0% |
| LNG Cheniere Energy Inc. | 0.23% | 20,012 | $4.6M | Add +2.5% |
| MINT PIMCO Enhanced Short Maturit | 0.23% | 45,758 | $4.6M | Reduce -2.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.23% | 190,243 | $4.6M | Add +16.2% |
| LOW Lowe's Cos Inc. | 0.23% | 19,661 | $4.6M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.23% | 14,915 | $4.6M | Reduce -1.8% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.23% | 212,077 | $4.6M | Add +19.5% |
| GBIL Goldman Sachs Access Treasur | 0.22% | 44,916 | $4.5M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 42,242 | $4.4M | Reduce -0.7% |
| IBMP iShares Ibonds Dec 2027 Term | 0.22% | 174,637 | $4.4M | Add +5.4% |
| STLD Steel Dynamics Inc. | 0.21% | 34,016 | $4.3M | Reduce -0.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.21% | 61,969 | $4.3M | Add +20.9% |
| WAT Waters Corp. | 0.21% | 11,362 | $4.2M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 0.21% | 11,571 | $4.2M | Add +1.5% |
| SNV Synovus Financial Corp. | 0.21% | 88,017 | $4.1M | No change |
| DE Deere & Co. | 0.20% | 8,713 | $4.1M | Add +4.0% |
| IQLT iShares MSCI International Q | 0.20% | 102,875 | $4.1M | Add +44.8% |
| PEP Pepsico Inc. | 0.20% | 26,785 | $4.0M | Reduce -3.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 10,821 | $4.0M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.20% | 43,744 | $4.0M | Reduce -13.6% |
| KMI Kinder Morgan Inc. | 0.19% | 137,952 | $3.9M | Add +26.1% |
| IEMG iShares Core MSCI Emerging | 0.19% | 72,782 | $3.9M | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 39,220 | $3.9M | Reduce -3.0% |
| CL Colgate-Palmolive Co. | 0.19% | 40,341 | $3.8M | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 7,734 | $3.7M | Add +22.6% |
| QCOM Qualcomm Inc. | 0.18% | 24,150 | $3.7M | Add +0.3% |
| PDO PIMCO Dynamic Income Opport | 0.18% | 263,864 | $3.7M | Add +28.8% |
| VXF Vanguard Extended Market ETF | 0.18% | 20,849 | $3.6M | Add +6.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.18% | 77,920 | $3.6M | Add +3.9% |
| VPLS Vanguard Core-Plus Bond ETF | 0.17% | 45,212 | $3.5M | Add +100.5% |
| SCHV Schwab US Large-Cap Value | 0.17% | 131,032 | $3.5M | Reduce -2.1% |
| WEC WEC Energy Group Inc. | 0.17% | 31,031 | $3.4M | Add +3.5% |
| PHYS Sprott Physical Gold Trust | 0.17% | 140,178 | $3.4M | Add +1.6% |
| PWR Quanta Services Inc. | 0.17% | 13,264 | $3.4M | Reduce -0.5% |
| XCEM Columbia Em Core Ex-China | 0.17% | 113,758 | $3.4M | Add +21.6% |
| AVGO Broadcom Inc. | 0.17% | 19,978 | $3.3M | Add +11.9% |
| SCHG Schwab US Large-Cap Growth | 0.16% | 133,109 | $3.3M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 0.16% | 12,005 | $3.3M | Add +6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 18,871 | $3.3M | Add +1.4% |
| DLR Digital Realty Trust Inc. | 0.16% | 22,603 | $3.2M | Add +23.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.16% | 57,997 | $3.2M | Reduce -0.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.15% | 9,019 | $3.1M | Add +1.4% |
| ACN Accenture PLC Class A | 0.15% | 9,952 | $3.1M | Reduce -1.3% |
| ARES Ares Management Corp. Class A | 0.15% | 21,064 | $3.1M | Add +0.9% |
| BKNG Booking Holdings Inc. | 0.15% | 654 | $3.0M | Reduce -3.4% |
| RECS Columbia Resear Enh Cor ETF | 0.15% | 90,100 | $3.0M | Add +161.1% |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 5,995 | $3.0M | Reduce -3.2% |
| GEHC GE Healthcare Technology | 0.15% | 36,778 | $3.0M | Add +12.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 39,186 | $3.0M | Add +0.5% |
| BSL Blackstone SNR Fltng RT | 0.15% | 208,230 | $2.9M | Add +13.1% |
| VGIT Vanguard Intermediate-Term T | 0.15% | 49,440 | $2.9M | Add +11.7% |
| MLPX Global X MLP & Energy Infras | 0.14% | 45,537 | $2.9M | Add +9.7% |
| ITW Illinois Tool Works | 0.14% | 11,577 | $2.9M | No change |
| TEL Te Connectivity PLC | 0.14% | 20,247 | $2.9M | Add +0.9% |
| TT Trane Technologies PLC | 0.14% | 8,367 | $2.8M | Reduce -13.0% |
| ORI Old Republic Intl Corp. | 0.14% | 71,702 | $2.8M | Add +3.8% |
| FCX Freeport-McMoran Inc. | 0.13% | 71,892 | $2.7M | Reduce -2.4% |
| TECH Bio-Techne Corp. | 0.13% | 46,357 | $2.7M | Reduce -4.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.13% | 96,827 | $2.7M | Add +2.6% |
| SLV iShares Silver Trust | 0.13% | 85,102 | $2.6M | Add +23.7% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 13,001 | $2.6M | Add +13.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.13% | 115,514 | $2.6M | Add +5.8% |
| MPC Marathon Petroleum Corp. | 0.13% | 17,707 | $2.6M | Reduce -3.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.13% | 102,087 | $2.6M | Add +6.7% |
| GS Goldman Sachs Group Inc. | 0.13% | 4,647 | $2.5M | Add +47.7% |
| SCHA Schwab US Small-Cap ETF | 0.12% | 107,802 | $2.5M | Reduce -4.7% |
| MS Morgan Stanley | 0.12% | 21,579 | $2.5M | Reduce -4.0% |
| PH Parker Hannifin Corp. | 0.12% | 4,118 | $2.5M | Add +3.2% |
| FLJP Franklin Ftse Japan ETF | 0.12% | 84,334 | $2.5M | Add +14.5% |
| VFVA Vanguard U.S. Value Factor | 0.12% | 21,500 | $2.5M | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.12% | 12,273 | $2.4M | Reduce -0.4% |
| BXSL Blackstone Secured Lending F | 0.12% | 73,779 | $2.4M | Add +6.3% |
| FLOT iShares Floating Rate Bond E | 0.12% | 47,848 | $2.4M | Add +4.2% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 40,031 | $2.4M | Add +2.6% |
| TSLA Tesla Inc. | 0.12% | 9,377 | $2.4M | Reduce -1.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 12,748 | $2.4M | Add +0.1% |
| DRSK Aptus Defined Risk ETF | 0.12% | 86,000 | $2.3M | No change |
| EPD Enterprise Products Partners | 0.11% | 67,280 | $2.3M | No change |
| AGG iShares Core U.S. Aggregate | 0.11% | 23,133 | $2.3M | Reduce -10.5% |
| BDX Becton Dickinson and Co. | 0.11% | 9,986 | $2.3M | Add +6.7% |
| CCJ Cameco Corp. | 0.11% | 54,740 | $2.3M | Add +1.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.11% | 31,432 | $2.2M | Add +0.3% |
| GD General Dynamics Corp. | 0.11% | 8,205 | $2.2M | Reduce -2.1% |
| UNP Union Pacific Corp. | 0.11% | 9,430 | $2.2M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.11% | 48,315 | $2.2M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 0.11% | 2,293 | $2.2M | Add +0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 35,635 | $2.2M | Reduce -0.0% |
| BR Broadridge Financial Solutio | 0.11% | 8,861 | $2.2M | Reduce -4.4% |
| VNQ Vanguard Real Estate ETF | 0.11% | 23,781 | $2.2M | Add +0.7% |
| LIN Linde PLC | 0.11% | 4,567 | $2.1M | Add +2.3% |
| CELH Celsius Holdings Inc. | 0.10% | 59,176 | $2.1M | Reduce -5.9% |
| WCN Waste Connections Inc. | 0.10% | 10,789 | $2.1M | Add +0.3% |
| GEV GE Vernova Inc. | 0.10% | 6,892 | $2.1M | Add +8.6% |
| MLM Martin Marietta Materials | 0.10% | 4,394 | $2.1M | Reduce -5.7% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 15,838 | $2.0M | Add +1.1% |
| COP Conocophillips | 0.10% | 19,158 | $2.0M | Reduce -0.0% |
| UBER Uber Technologies Inc. | 0.10% | 27,361 | $2.0M | Add +34.0% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.10% | 64,517 | $2.0M | Add +10.3% |
| NDAQ Nasdaq Inc. | 0.10% | 26,040 | $2.0M | Add +0.1% |
| DHR Danaher Corp. | 0.09% | 9,264 | $1.9M | Reduce -26.2% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.09% | 16,999 | $1.9M | Add +3.0% |
| IWY iShares Russell Top 200 Grow | 0.09% | 8,793 | $1.9M | Add +1.5% |
| FLKR Franklin Ftse South Korea | 0.09% | 100,477 | $1.8M | Add +18.8% |
| BSCQ Invesco Bulletshares 2026 CB | 0.09% | 94,173 | $1.8M | Reduce -6.5% |
| IWL iShares Russell Top 200 ETF | 0.09% | 13,215 | $1.8M | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.09% | 26,991 | $1.8M | Add +19.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.09% | 38,438 | $1.8M | Add +0.2% |
| LRCX Lam Research Corp. | 0.09% | 24,235 | $1.8M | Add +1.9% |
| BN Brookfield Corp. | 0.09% | 33,554 | $1.8M | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.09% | 89,006 | $1.7M | Reduce -0.8% |
| PM Philip Morris International | 0.09% | 10,793 | $1.7M | Reduce -6.2% |
| ISRG Intuitive Surgical Inc. | 0.09% | 3,479 | $1.7M | Reduce -2.2% |
| VCR Vanguard Consumer Discre ETF | 0.08% | 5,234 | $1.7M | Reduce -0.4% |
| KMB Kimberly-Clark Corp. | 0.08% | 11,863 | $1.7M | Add +0.7% |
| FAST Fastenal Co. | 0.08% | 21,929 | $1.7M | No change |
| VCIT Vanguard Int-Term Corporate | 0.08% | 20,680 | $1.7M | Add +3.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 2,535 | $1.7M | Add +2.7% |
| HSY The Hershey Co. | 0.08% | 9,792 | $1.7M | Add +0.5% |
| IAGG iShares Intl Aggregate Bond | 0.08% | 33,275 | $1.7M | Add +0.2% |
| CEG Constellation Energy | 0.08% | 8,238 | $1.7M | Add +21.9% |
| NKE Nike Inc. Class B | 0.08% | 25,919 | $1.7M | Reduce -15.1% |
| FLQM Franklin U.S. Mid Cap Multif | 0.08% | 30,913 | $1.6M | Reduce -0.6% |
| PKG Packaging Corp. of America | 0.08% | 8,185 | $1.6M | Add +0.2% |
| LHX L3HARRIS Technologies Inc. | 0.08% | 7,743 | $1.6M | Reduce -4.6% |
| T AT&T Inc. | 0.08% | 56,467 | $1.6M | Add +11.6% |
| CAH Cardinal Health Inc. | 0.08% | 11,461 | $1.6M | No change |
| AXP American Express Co. | 0.08% | 5,865 | $1.6M | Reduce -1.3% |
| WFC Wells Fargo & Co. | 0.08% | 21,732 | $1.6M | Reduce -6.0% |
| SHEL Shell PLC-ADR | 0.08% | 21,080 | $1.5M | Add +0.4% |
| NVR NVR Inc. | 0.08% | 213 | $1.5M | Add +2.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 6,038 | $1.5M | Add +6.5% |
| PSLV Sprott Physical Silver Trust | 0.07% | 130,000 | $1.5M | No change |
| PALC Pacer Lunt LRG Cap Multi-Fac | 0.07% | 31,341 | $1.5M | Reduce -9.2% |
| ED Consolidated Edison Inc. | 0.07% | 13,585 | $1.5M | Reduce -0.3% |
| LH Labcorp Holdings Inc. | 0.07% | 6,334 | $1.5M | Add +7.2% |
| SHW The Sherwin-Williams Co. | 0.07% | 4,198 | $1.5M | Add +1.9% |
| NSC Norfolk Southern Corp. | 0.07% | 6,127 | $1.5M | Add +5.3% |
| APD Air Products & Chemicals Inc. | 0.07% | 4,885 | $1.4M | Add +2.2% |
| BSCP Invesco Bulletshares 2025 CB | 0.07% | 69,170 | $1.4M | Reduce -18.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.07% | 63,374 | $1.4M | Add +11.1% |
| CTVA Corteva Inc. | 0.07% | 22,338 | $1.4M | Add +1.4% |
| GGG Graco Inc. | 0.07% | 16,730 | $1.4M | Add +0.4% |
| PYPL PayPal Holdings Inc. | 0.07% | 21,228 | $1.4M | Reduce -15.8% |
| RPM RPM International Inc. | 0.07% | 11,937 | $1.4M | No change |
| CLX Clorox Company | 0.07% | 9,333 | $1.4M | Reduce -0.2% |
| BNT Brookfield Wealth Solutions | 0.07% | 26,025 | $1.4M | No change |
| MO Altria Group Inc. | 0.07% | 22,223 | $1.4M | Reduce -5.4% |
| ELV Elevance Health Inc. | 0.07% | 3,113 | $1.4M | Reduce -30.3% |
| NEE Nextera Energy Inc. | 0.07% | 19,070 | $1.4M | Add +10.4% |
| GIS General Mills Inc. | 0.06% | 21,709 | $1.3M | Add +1.3% |
| IWB iShares Russell 1000 ETF | 0.06% | 4,221 | $1.3M | No change |
| CSM Proshares Large Cap Core Plu | 0.06% | 20,046 | $1.3M | Reduce -2.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.06% | 27,417 | $1.3M | Reduce -5.9% |
| CHD Church & Dwight Co. Inc. | 0.06% | 11,450 | $1.3M | Reduce -0.4% |
| PFE Pfizer Inc. | 0.06% | 49,396 | $1.3M | Add +0.4% |
| CHE Chemed Corp. | 0.06% | 2,000 | $1.2M | No change |
| CSX CSX Corp. | 0.06% | 41,753 | $1.2M | Add +9.8% |
| SCI Service Corp. International | 0.06% | 15,024 | $1.2M | No change |
| ANSS Ansys Inc. | 0.06% | 3,704 | $1.2M | Reduce -0.1% |
| CINF Cincinnati Financial Corp. | 0.06% | 7,831 | $1.2M | Reduce -6.8% |
| WY Weyerhaeuser Co. | 0.06% | 39,233 | $1.1M | Reduce -0.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.06% | 12,244 | $1.1M | Add +31.6% |
| GSIE Goldman Sachs Activebeta Int | 0.06% | 31,445 | $1.1M | Reduce -0.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.06% | 15,164 | $1.1M | Add +0.0% |
| MRSH Marsh & McLennan Cos | 0.05% | 4,543 | $1.1M | Reduce -1.4% |
| ENB Enbridge Inc. | 0.05% | 24,830 | $1.1M | Add +1.5% |
| EXPD Expeditors Intl Wash Inc. | 0.05% | 9,000 | $1.1M | Add +12.0% |
| SCHR Schwab Intermediate-Term US | 0.05% | 43,502 | $1.1M | Add +43.6% |
| AMD Advanced Micro Devices | 0.05% | 10,470 | $1.1M | Add +3.1% |
| KR Kroger Co. | 0.05% | 15,877 | $1.1M | Add +54.4% |
| MMM 3M Co. | 0.05% | 7,237 | $1.1M | Add +10.5% |
| J Jacobs Solutions Inc. | 0.05% | 8,777 | $1.1M | Add +1.8% |
| USIG iShares Broad Usd Investment | 0.05% | 20,717 | $1.1M | Reduce -1.4% |
| AMAT Applied Materials Inc. | 0.05% | 7,246 | $1.1M | Add +2.6% |
| AFG American Financial Group Inc. | 0.05% | 8,000 | $1.1M | Reduce -7.0% |
| DGRO iShares Core Dividend Growth | 0.05% | 16,940 | $1.0M | No change |
| BIPC Brookfield Infrastructure-A | 0.05% | 28,301 | $1.0M | Add +42.2% |
| C Citigroup Inc. | 0.05% | 14,405 | $1.0M | Add +296.5% |
| YUM Yum! Brands Inc. | 0.05% | 6,489 | $1.0M | No change |
| GLD SPDR Gold Shares | 0.05% | 3,531 | $1.0M | Add +23.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.05% | 49,989 | $1.0M | Reduce -1.1% |
| NUE Nucor Corp. | 0.05% | 8,268 | $1000K | Add +3.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.05% | 36,112 | $989K | Reduce -6.6% |
| EWJ iShares MSCI Japan ETF | 0.05% | 14,424 | $989K | Reduce -1.7% |
| ADI Analog Devices Inc. | 0.05% | 4,817 | $971K | Add +0.3% |
| DCI Donaldson Co. Inc. | 0.05% | 14,440 | $968K | Add +4.6% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.05% | 25,436 | $954K | Reduce -4.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.05% | 18,615 | $947K | Add +2.8% |
| SCHW Schwab (charles) Corp. | 0.05% | 12,055 | $944K | Add +2.0% |
| SPGI S&P Global Inc. | 0.05% | 1,810 | $920K | Add +0.6% |
| WWD Woodward Inc. | 0.05% | 5,000 | $912K | No change |
| VHT Vanguard Health Care ETF | 0.04% | 3,382 | $895K | Add +0.5% |
| SPEM State Street SP PTF Em ETF | 0.04% | 22,477 | $885K | Add +0.8% |
| ARW Arrow Electronics Inc. | 0.04% | 8,500 | $883K | No change |
| PAYX Paychex Inc. | 0.04% | 5,612 | $866K | Add +4.8% |
| TRGP Targa Resources Corp. | 0.04% | 4,290 | $860K | Add +0.1% |
| RYN Rayonier Inc. | 0.04% | 30,351 | $846K | Add +7.6% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 9,862 | $839K | No change |
| TFC Truist Financial Corp. | 0.04% | 20,169 | $830K | Reduce -2.3% |
| DD Dupont DE Nemours Inc. | 0.04% | 10,985 | $820K | Add +0.4% |
| DVN Devon Energy Corp. | 0.04% | 21,517 | $805K | No change |
| FDX FedEx Corp. | 0.04% | 3,269 | $803K | Reduce -19.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.04% | 1 | $798K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.04% | 7,900 | $789K | Reduce -0.9% |
| GOVT iShares US Treasury Bond ETF | 0.04% | 34,065 | $783K | Reduce -10.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 15,972 | $780K | Add +0.0% |
| CRM Salesforce Inc. | 0.04% | 2,894 | $777K | Add +17.3% |
| VOX Vanguard Communication Servi | 0.04% | 5,227 | $776K | Reduce -34.0% |
| IR Ingersoll-Rand Inc. | 0.04% | 9,607 | $769K | Reduce -5.6% |
| VDC Vanguard Consumer Staple ETF | 0.04% | 3,508 | $768K | Add +44.4% |
| HDV iShares Core High Dividend E | 0.04% | 6,271 | $760K | Reduce -0.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.04% | 6,841 | $756K | Reduce -10.2% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.04% | 55,258 | $753K | Add +97.5% |
| AME Ametek Inc. | 0.04% | 4,372 | $753K | Add +2.3% |
| PANW Palo Alto Networks Inc. | 0.04% | 4,393 | $750K | Add +5.2% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 10,890 | $744K | Reduce -6.1% |
| CMCSA Comcast Corp. Class A | 0.04% | 20,105 | $742K | Reduce -13.6% |
| EWY iShares MSCI South Korea ETF | 0.04% | 13,706 | $741K | Add +72.9% |
| INTU Intuit Inc. | 0.04% | 1,200 | $737K | Reduce -4.0% |
| IUSG iShares Core S&P U.S. Growth | 0.04% | 5,798 | $737K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 7,856 | $736K | Add +66.8% |
| EBND State Street SPDR Bloomberg | 0.04% | 36,574 | $734K | Reduce -3.7% |
| DVY iShares Select Dividend ETF | 0.03% | 5,248 | $705K | No change |
| CB Chubb Ltd. | 0.03% | 2,317 | $702K | Reduce -1.9% |
| FISV Fiserv Inc. | 0.03% | 3,177 | $702K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 16,808 | $701K | Add +5.4% |
| USB US Bancorp | 0.03% | 16,400 | $701K | Reduce -8.9% |
| IGE iShares North American Natur | 0.03% | 15,119 | $687K | Add +22.3% |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 5,850 | $687K | No change |
| IDHQ Invesco S&P International DE | 0.03% | 22,065 | $661K | Reduce -18.1% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.03% | 26,111 | $660K | No change |
| JSI JH Securitized Income ETF | 0.03% | 12,580 | $659K | Add +30.9% |
| VGSH Vanguard Short-Term Treasury | 0.03% | 11,215 | $658K | Add +0.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.03% | 13,463 | $651K | Add +2.4% |
| DGX Quest Diagnostics Inc. | 0.03% | 3,830 | $648K | No change |
| TGT Target Corp. | 0.03% | 6,205 | $648K | Reduce -6.5% |
| UL Unilever PLC | 0.03% | 10,832 | $645K | No change |
| VFH Vanguard Financials ETF | 0.03% | 5,390 | $644K | Add +0.5% |
| BIV Vanguard Intermediate-Term B | 0.03% | 8,231 | $630K | Add +10.8% |
| IDV iShares International Select | 0.03% | 20,244 | $628K | Add +5.4% |
| MSI Motorola Solutions Inc. | 0.03% | 1,429 | $627K | No change |
| IWD iShares Russell 1000 Value E | 0.03% | 3,317 | $624K | Reduce -1.9% |
| NFLX Netflix Inc. | 0.03% | 668 | $623K | Add +1.5% |
| IBDU iShares Ibonds Dec 2029 Term | 0.03% | 26,793 | $620K | Add +13.0% |
| IP International Paper Co. | 0.03% | 11,510 | $614K | Add +0.7% |
| ECL Ecolab Inc. | 0.03% | 2,386 | $606K | No change |
| TRV The Travelers Cos Inc. | 0.03% | 2,272 | $601K | Reduce -1.1% |
| CNC Centene Corp. | 0.03% | 9,829 | $597K | Add +20.9% |
| AVUV Avantis US Small Cap Value | 0.03% | 6,839 | $596K | Add +27.3% |
| GLW Corning Inc. | 0.03% | 12,880 | $590K | Add +10.2% |
| PEN Penumbra Inc. | 0.03% | 2,200 | $588K | Reduce -24.1% |
| INTC Intel Corp. | 0.03% | 25,172 | $572K | Add +4.3% |
| ACGL Arch Capital Group Ltd. | 0.03% | 5,929 | $570K | Reduce -11.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.03% | 6,199 | $569K | Add +0.1% |
| PEG Public Service Enterprise GP | 0.03% | 6,851 | $564K | Add +10.6% |
| XLC SS Comm Select Sector SPDR | 0.03% | 5,831 | $562K | Add +23.0% |
| AGX Argan Inc. | 0.03% | 4,250 | $557K | Add +51.8% |
| ARM Arm Holdings PLC-ADR | 0.03% | 5,210 | $556K | Add +17.3% |
| AZO AutoZone Inc. | 0.03% | 145 | $553K | New |
| D Dominion Energy Inc. | 0.03% | 9,799 | $549K | Add +0.4% |
| TFX Teleflex Inc. | 0.03% | 3,950 | $546K | No change |
| REZ Ishars Res and Multi Reales | 0.03% | 6,287 | $543K | New |
| AVAV Aerovironment Inc. | 0.03% | 4,550 | $542K | Add +93.6% |
| APO Apollo Global Management Inc. | 0.03% | 3,950 | $541K | Reduce -35.8% |
| UPS United Parcel Service Class B | 0.03% | 4,915 | $541K | Reduce -6.4% |
| BCIM Abrdn Bloomberg Industrial M filed as ABRDN ETFS | 0.03% | 24,649 | $535K | Add +29.3% |
| ALLE Allegion PLC | 0.03% | 4,096 | $534K | Reduce -0.4% |
| ET Energy Transfer LP | 0.03% | 28,743 | $534K | Add +13.9% |
| MCHP Microchip Technology Inc. | 0.03% | 10,931 | $529K | Reduce -7.2% |
| DGS Wisdomtree Em Small Cap | 0.03% | 10,910 | $527K | Reduce -1.4% |
| VLO Valero Energy Corp. | 0.03% | 3,935 | $520K | No change |
| VIS Vanguard Industrials ETF | 0.03% | 2,084 | $516K | Reduce -4.5% |
| VLUE iShares MSCI USA Value Facto | 0.03% | 4,795 | $511K | Add +8.4% |
| PDBA Invesco Agriculture Cmdtyk-1 | 0.03% | 14,524 | $511K | Add +27.3% |
| BAM Brookfield Asset Mgmt-A | 0.03% | 10,498 | $509K | No change |
| DRI Darden Restaurants Inc. | 0.02% | 2,425 | $504K | Reduce -2.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.02% | 9,892 | $502K | Reduce -8.6% |
| MKL Markel Group Inc. | 0.02% | 268 | $501K | No change |
| CVS CVS Health Corp. | 0.02% | 7,327 | $496K | Reduce -4.8% |
| XLK SS Technology Select Sector | 0.02% | 2,403 | $496K | Reduce -16.8% |
| TBIL F/M US Treasury 3 Month Bill | 0.02% | 9,918 | $496K | Add +17.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.02% | 10,305 | $491K | No change |
| MDT Medtronic PLC | 0.02% | 5,410 | $490K | Add +1.5% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.02% | 9,680 | $490K | Reduce -18.4% |
| HSIC Henry Schein Inc. | 0.02% | 7,131 | $488K | Reduce -4.1% |
| MOO Vaneck Agribusiness ETF | 0.02% | 7,179 | $487K | Reduce -13.7% |
| MCK McKesson Corp. | 0.02% | 722 | $487K | Reduce -8.1% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 7,899 | $478K | Add +21.8% |
| PGR Progressive Corp. | 0.02% | 1,682 | $476K | Add +1.3% |
| MTZ Mastec Inc. | 0.02% | 4,050 | $473K | No change |
| RMD Resmed Inc. | 0.02% | 2,100 | $470K | Reduce -1.6% |
| EMBJ Embraer SA-Spon ADR | 0.02% | 10,170 | $470K | Add +10.5% |
| PNC PNC Financial Services Group | 0.02% | 2,670 | $469K | Add +9.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 3,838 | $467K | Add +0.1% |
| DOW Dow Inc. | 0.02% | 13,322 | $465K | Reduce -6.5% |
| ICSH iShares Ultra Short Duration | 0.02% | 9,170 | $465K | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.02% | 5,685 | $465K | Add +3.6% |
| IYR iShares US Real Estate ETF | 0.02% | 4,845 | $464K | No change |
| GILD Gilead Sciences Inc. | 0.02% | 4,136 | $463K | Reduce -15.1% |
| CRL Charles River Laboratories | 0.02% | 3,018 | $454K | Reduce -24.9% |
| INDA iShares MSCI India ETF | 0.02% | 8,682 | $447K | Reduce -11.9% |
| SYY Sysco Corp. | 0.02% | 5,926 | $445K | Add +4.6% |
| GIL Gildan Activewear Inc. | 0.02% | 10,000 | $444K | No change |
| MET Metlife Inc. | 0.02% | 5,506 | $442K | Reduce -9.8% |
| CPNG Coupang Inc. | 0.02% | 19,900 | $436K | Add +8.2% |
| TSCO Tractor Supply Company | 0.02% | 7,800 | $430K | No change |
| FBMS First Bancshares Inc. | 0.02% | 12,702 | $429K | No change |
| XLE SS Energy Select Sector | 0.02% | 4,585 | $428K | Add +21.2% |
| DHI D.R. Horton Inc. | 0.02% | 3,326 | $423K | Add +19.8% |
| EBAY eBay Inc. | 0.02% | 6,239 | $423K | Reduce -0.1% |
| IGM iShares Expanded Tech Sector | 0.02% | 4,645 | $421K | Add +80.4% |
| SYK Stryker Corp. | 0.02% | 1,126 | $420K | Add +1.4% |
| NBIS Nebius Group NV | 0.02% | 19,801 | $418K | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 5,070 | $417K | Reduce -1.0% |
| AEP American Electric Power | 0.02% | 3,804 | $416K | Add +20.4% |
| NRG NRG Energy Inc. | 0.02% | 4,354 | $416K | Add +4.9% |
| AMP Ameriprise Financial Inc. | 0.02% | 844 | $409K | Add +6.4% |
| VOYA Voya Financial Inc. | 0.02% | 6,000 | $407K | Add +20.0% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.02% | 18,289 | $398K | Add +19.1% |
| MSM MSC Industrial Direct Co. Class A | 0.02% | 5,100 | $396K | No change |
| VAW Vanguard Materials ETF | 0.02% | 2,071 | $391K | Reduce -0.9% |
| LNT Alliant Energy Corp. | 0.02% | 6,061 | $390K | Add +3.4% |
| ALL Allstate Corp. | 0.02% | 1,863 | $388K | Add +1.4% |
| ORLY O'reilly Automotive Inc. | 0.02% | 270 | $387K | Add +1.5% |
| SNA Snap-on Inc. | 0.02% | 1,139 | $384K | Reduce -46.4% |
| IYY iShares Dow Jones U.S. ETF | 0.02% | 2,818 | $384K | No change |
| IDCC Interdigital Inc. | 0.02% | 1,844 | $381K | Add +3.4% |
| KLAC KLA Corp. | 0.02% | 560 | $381K | Add +4.3% |
| VPU Vanguard Utilities ETF | 0.02% | 2,208 | $377K | Reduce -11.7% |
| CARR Carrier Global Corp. | 0.02% | 5,870 | $372K | Reduce -1.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 5,272 | $371K | Add +32.9% |
| PRI Primerica Inc. | 0.02% | 1,292 | $368K | Add +14.4% |
| BLK BlackRock Inc. | 0.02% | 387 | $366K | Reduce -5.8% |
| KKR KKR & Co. Inc. | 0.02% | 3,167 | $366K | Reduce -6.0% |
| SCHK Schwab 1000 Index ETF | 0.02% | 13,495 | $363K | Reduce -1.8% |
| VDE Vanguard Energy ETF | 0.02% | 2,785 | $361K | No change |
| GPC Genuine Parts Co. | 0.02% | 2,994 | $360K | Reduce -5.8% |
| IYW iShares Ustechnology ETF | 0.02% | 2,556 | $359K | Reduce -1.7% |
| VTIP Vanguard Short-Term Tips | 0.02% | 7,173 | $358K | Reduce -1.9% |
| VVV Valvoline Inc. | 0.02% | 10,236 | $356K | No change |
| DAVE Dave Inc. | 0.02% | 4,310 | $356K | Add +68.4% |
| ASH Ashland Inc. | 0.02% | 6,000 | $356K | No change |
| PNR Pentair PLC | 0.02% | 3,976 | $348K | No change |
| IBMR iShares Ibonds Dec 2029 M BD | 0.02% | 13,818 | $346K | Add +1.2% |
| DKS Dick's Sporting Goods Inc. | 0.02% | 1,700 | $345K | No change |
| EXR Extra Space Storage Inc. | 0.02% | 2,297 | $341K | No change |
| CRSP Crispr Therapeutics AG | 0.02% | 10,000 | $340K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.02% | 5,150 | $336K | Add +51.5% |
| IUSV iShares Core S&P U.S. Value | 0.02% | 3,623 | $334K | Reduce -1.1% |
| FDS Factset Research Systems Inc. | 0.02% | 728 | $331K | Reduce -0.4% |
| MU Micron Technology Inc. | 0.02% | 3,793 | $330K | Add +10.3% |
| ABBNY Abb Ltd.-Spon ADR | 0.02% | 6,222 | $324K | Add +39.4% |
| SBUX Starbucks Corp. | 0.02% | 3,301 | $324K | Reduce -0.3% |
| URI United Rentals Inc. | 0.02% | 515 | $323K | Add +3.6% |
| PPG PPG Industries Inc. | 0.02% | 2,915 | $319K | No change |
| TOL Toll Brothers Inc. | 0.02% | 3,000 | $317K | No change |
| TIP iShares Tips Bond ETF | 0.02% | 2,845 | $316K | Add +1.9% |
| BA The Boeing Co. | 0.02% | 1,847 | $315K | Reduce -18.4% |
| OXY Occidental Petroleum Corp. | 0.02% | 6,289 | $312K | Add +8.8% |
| RITM Rithm Capital Corp. | 0.02% | 26,264 | $307K | No change |
| CI The Cigna Group | 0.01% | 919 | $302K | Add +5.3% |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 2,740 | $302K | No change |
| POWL Powell Industries Inc. | 0.01% | 1,751 | $298K | New |
| TDG Transdigm Group Inc. | 0.01% | 212 | $293K | Add +1.9% |
| COKE Coca-Cola Consolidated Inc. | 0.01% | 217 | $292K | No change |
| SSD Simpson Manufacturing Co. Inc. | 0.01% | 1,860 | $292K | No change |
| WMB Williams Cos Inc. | 0.01% | 4,863 | $291K | Add +0.0% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 6,200 | $290K | Add +3.3% |
| CPRT Copart Inc. | 0.01% | 4,937 | $279K | Add +2.0% |
| LNC Lincoln National Corp. | 0.01% | 7,685 | $276K | Reduce -15.1% |
| KMX Carmax Inc. | 0.01% | 3,519 | $274K | Add +1.9% |
| UDR Udr Inc. | 0.01% | 6,012 | $272K | Add +17.1% |
| HDB HDFC Bank Ltd.-ADR | 0.01% | 4,085 | $271K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 2,952 | $271K | Add +1.8% |
| ATO Atmos Energy Corp. | 0.01% | 1,747 | $270K | Add +19.2% |
| CNX CNX Resources Corp. | 0.01% | 8,578 | $270K | Add +11.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 5,095 | $268K | Add +0.9% |
| ILMN Illumina Inc. | 0.01% | 3,348 | $266K | Add +116.3% |
| LEMB iShares JP Morgan Em Local C | 0.01% | 7,053 | $264K | Add +0.2% |
| WELL Welltower Inc. | 0.01% | 1,700 | $260K | No change |
| IDMO Invesco S&P International DE | 0.01% | 5,865 | $259K | Reduce -4.7% |
| BWZ State Street SPDR Bloomberg | 0.01% | 9,729 | $255K | Add +5.5% |
| UTG Reaves Utility Income Fund | 0.01% | 7,848 | $255K | New |
| HEI.A Heico Corp. Class A | 0.01% | 1,207 | $255K | Reduce -4.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 24,790 | $254K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 2,446 | $252K | Reduce -1.5% |
| DFUV Dimensional US Marketwide Va | 0.01% | 6,118 | $252K | No change |
| EW Edwards Lifesciences Corp. | 0.01% | 3,473 | $252K | No change |
| UVE Universal Insurance Holdings | 0.01% | 10,579 | $251K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 3,125 | $250K | Add +4.2% |
| GNRC Generac Holdings Inc. | 0.01% | 1,958 | $248K | New |
| DFS Discover Financial Services | 0.01% | 1,450 | $248K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 2,150 | $247K | No change |
| DRS Leonardo DRS Inc. | 0.01% | 7,500 | $247K | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.01% | 6,185 | $246K | New |
| KXI iShares Global Consumer Stap | 0.01% | 3,829 | $245K | New |
| BIO Bio-Rad Laboratories-A | 0.01% | 1,000 | $244K | Reduce -33.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 1,066 | $243K | Reduce -3.7% |
| THQ Abrdn Healthcare Opport | 0.01% | 11,731 | $242K | No change |
| DXJ Wisdomtree Japan Hedged Eq | 0.01% | 2,196 | $242K | No change |
| VRT Vertiv Holdings Co. Class A | 0.01% | 3,330 | $240K | Add +35.1% |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 2,610 | $236K | New |
| CP Canadian Pacific Kansas City | 0.01% | 3,357 | $236K | Reduce -6.9% |
| BAX Baxter International Inc. | 0.01% | 6,832 | $235K | Reduce -0.5% |
| BSMP Invesco Bulletshares 2025 MB | 0.01% | 9,415 | $230K | Reduce -13.7% |
| FCN Fti Consulting Inc. | 0.01% | 1,395 | $229K | No change |
| PFG Principal Financial Group | 0.01% | 2,693 | $227K | No change |
| XLI SS Industrial Select Sector | 0.01% | 1,715 | $225K | New |
| MELI MercadoLibre Inc. | 0.01% | 115 | $224K | New |
| L Loews Corp. | 0.01% | 2,430 | $223K | No change |
| EVRG Evergy Inc. | 0.01% | 3,228 | $223K | New |
| PHM Pultegroup Inc. | 0.01% | 2,158 | $222K | Add +17.4% |
| CBRE CBRE Group Inc. Class A | 0.01% | 1,699 | $222K | New |
| FHN First Horizon Corp. | 0.01% | 11,321 | $222K | Add +2.7% |
| SGOL Abrdn Physical Gold Shares | 0.01% | 7,374 | $220K | New |
| IGEB iShares Investment Grade SYS | 0.01% | 4,880 | $220K | Reduce -21.0% |
| GENI Genius Sports Ltd. | 0.01% | 21,625 | $216K | New |
| QVAL Alpha Arch US QNT Value ETF | 0.01% | 5,036 | $215K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 2,560 | $215K | Reduce -3.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 2,572 | $214K | No change |
| EQIX Equinix Inc. | 0.01% | 262 | $214K | Add +19.1% |
| DBA Invesco DB Agriculture Fund | 0.01% | 8,100 | $213K | Reduce -20.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 2,844 | $213K | New |
| MFC Manulife Financial Corp. | 0.01% | 6,798 | $212K | No change |
| AMTM Amentum Holdings Inc. | 0.01% | 11,614 | $211K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.01% | 2,854 | $210K | Reduce -3.7% |
| CMDY iShares Bloomberg Roll Selec | 0.01% | 4,048 | $210K | New |
| NOC Northrop Grumman Corp. | 0.01% | 408 | $209K | New |
| NOW ServiceNow Inc. | 0.01% | 262 | $209K | Add +12.9% |
| IGRO iShares Intl Div Growth ETF | 0.01% | 2,875 | $208K | New |
| BSX Boston Scientific Corp. | 0.01% | 2,061 | $208K | New |
| OKTA Okta Inc. | 0.01% | 1,975 | $208K | New |
| TD Toronto-Dominion Bank | 0.01% | 3,455 | $207K | New |
| ITOT iShares Core S&P Total U.S. | 0.01% | 1,695 | $207K | No change |
| TTC Toro Co. | 0.01% | 2,824 | $207K | No change |
| WTS Watts Water Technologies-A | 0.01% | 1,007 | $205K | No change |
| LPX Louisiana-Pacific Corp. | 0.01% | 2,231 | $205K | Add +11.6% |
| A Agilent Technologies Inc. | 0.01% | 1,742 | $204K | No change |
| GOLF Acushnet Holdings Corp. | 0.01% | 2,953 | $203K | No change |
| PHO Invesco Water Resources ETF | 0.01% | 3,131 | $202K | Add +0.0% |
| XYL Xylem Inc. | 0.01% | 1,684 | $201K | New |
| KGC Kinross Gold Corp. | 0.01% | 13,468 | $170K | New |
| AMCR Amcor PLC | 0.01% | 15,383 | $149K | Reduce -0.8% |
| JELD Jeld-Wen Holding Inc. | 0.01% | 17,107 | $102K | Add +14.1% |
| PSQ HOLDINGS INC | 0.00% | 42,107 | $96K | Add +1.2% |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 20,000 | $91K | New |
| XAWPX Abrdn Global Premier Propert | 0.00% | 18,500 | $72K | No change |
| CBRE GBL REAL ESTATE INC FD | 0.00% | 12,500 | $65K | No change |
| LIVEPERSON INC | 0.00% | 73,350 | $59K | Reduce -0.1% |
| 23ANDME HOLDING CO | 0.00% | 10,000 | $7K | No change |