| IVV iShares Core S&P 500 ETF | 12.54% | 324,801 | $182.5M | Add +8.3% |
| VTI VG Morningstar TS MKT ETF-US | 10.34% | 547,403 | $150.4M | Add +6.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 5.81% | 1,241,864 | $84.5M | Add +39.3% |
| VEA Vanguard Ftse Developed ETF | 3.65% | 1,043,748 | $53.1M | Reduce -0.0% |
| AAPL Apple Inc. | 2.87% | 187,738 | $41.7M | Reduce -2.4% |
| VXF Vanguard Extended Market ETF | 2.84% | 239,534 | $41.3M | Reduce -22.3% |
| NVDA Nvidia Corp. | 2.08% | 279,686 | $30.3M | Reduce -4.7% |
| AGG iShares Core U.S. Aggregate | 1.99% | 292,027 | $28.9M | Reduce -5.1% |
| MSFT Microsoft Corp. | 1.88% | 72,774 | $27.3M | Reduce -3.2% |
| SCHB Schwab US Broad Market ETF | 1.74% | 1,172,753 | $25.2M | Reduce -20.3% |
| VXUS Vanguard Total Intl Stock | 1.61% | 377,729 | $23.5M | Add +7.2% |
| BOND PIMCO Active Bond Exchange-T | 1.56% | 244,720 | $22.6M | Add +5.6% |
| JMBS Janus Henderson Mortg Backed | 1.52% | 489,196 | $22.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.34% | 126,259 | $19.5M | Reduce -5.5% |
| AMZN Amazon.com Inc. | 1.31% | 99,844 | $19.0M | Reduce -4.5% |
| JPST JPMorgan Ultra-Short Income | 1.21% | 347,730 | $17.6M | Add +10.8% |
| VWO Vanguard Ftse Emerging Marke | 1.16% | 372,828 | $16.9M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 1.13% | 67,182 | $16.5M | Reduce -7.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.08% | 282,669 | $15.7M | Reduce -3.6% |
| BSCQ Invesco Bulletshares 2026 CB | 1.05% | 786,558 | $15.3M | Add +9.9% |
| AVGO Broadcom Inc. | 1.05% | 91,423 | $15.3M | Reduce -7.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.96% | 672,888 | $13.9M | Add +3.3% |
| FISV Fiserv Inc. | 0.94% | 62,013 | $13.7M | Reduce -5.5% |
| META Meta Platforms Inc. Class A | 0.81% | 20,558 | $11.8M | Reduce -10.0% |
| UNP Union Pacific Corp. | 0.80% | 49,212 | $11.6M | Reduce -8.5% |
| MA Mastercard Inc. Class A | 0.75% | 19,858 | $10.9M | Reduce -7.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.75% | 484,172 | $10.9M | Add +4.3% |
| EDV Vanguard Extended Dur Treas | 0.73% | 150,141 | $10.7M | Reduce -9.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.73% | 479,088 | $10.7M | Add +5.9% |
| VOO Vanguard S&P 500 ETF | 0.72% | 20,457 | $10.5M | Add +1.5% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.69% | 511,963 | $10.1M | Add +20.7% |
| WMT Walmart Inc. | 0.68% | 113,088 | $9.9M | Reduce -11.2% |
| MCK McKesson Corp. | 0.64% | 13,917 | $9.4M | Reduce -10.3% |
| NOBL Proshares S&P 500 Dividend A | 0.62% | 88,262 | $9.0M | Reduce -3.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.60% | 132,247 | $8.8M | Reduce -6.0% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.60% | 398,735 | $8.7M | Add +17.1% |
| LLY Eli Lilly & Co. | 0.58% | 10,257 | $8.5M | Add +6.7% |
| CVX Chevron Corp. | 0.56% | 48,881 | $8.2M | Add +1.3% |
| WFC Wells Fargo & Co. | 0.55% | 111,067 | $8.0M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.51% | 7,908 | $7.5M | Reduce -6.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.51% | 107,944 | $7.4M | Add +1.4% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 130,103 | $7.4M | Reduce -11.2% |
| SCHF Schwab Intl Equity ETF | 0.49% | 359,833 | $7.1M | Reduce -48.1% |
| LOW Lowe's Cos Inc. | 0.48% | 29,719 | $6.9M | Reduce -4.7% |
| OVL Overlay Shares Large Cap Eq | 0.46% | 153,707 | $6.7M | Add +30.0% |
| JNJ Johnson & Johnson | 0.46% | 40,518 | $6.7M | Add +3.4% |
| SCHX Schwab US Large-Cap ETF | 0.44% | 292,184 | $6.5M | Reduce -6.9% |
| ASB Associated Banc-Corp. | 0.42% | 272,150 | $6.1M | No change |
| GS Goldman Sachs Group Inc. | 0.42% | 11,091 | $6.1M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 57,698 | $6.0M | Reduce -25.9% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 11,649 | $5.8M | Reduce -2.2% |
| COP Conocophillips | 0.40% | 55,134 | $5.8M | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 204,403 | $5.7M | Reduce -3.8% |
| AMP Ameriprise Financial Inc. | 0.39% | 11,802 | $5.7M | Reduce -17.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.37% | 105,349 | $5.4M | Add +21.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 128,166 | $5.3M | Add +6.5% |
| ABBV Abbvie Inc. | 0.36% | 25,017 | $5.2M | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 25,833 | $5.2M | Add +14.0% |
| ITOT iShares Core S&P Total U.S. | 0.35% | 42,072 | $5.1M | Reduce -81.4% |
| LIN Linde PLC | 0.35% | 11,019 | $5.1M | Reduce -14.8% |
| CSM Proshares Large Cap Core Plu | 0.34% | 78,104 | $5.0M | Reduce -19.9% |
| UNH Unitedhealth Group Inc. | 0.34% | 9,422 | $4.9M | Reduce -8.2% |
| RSPT Invesco S&P 500 Equal Weight | 0.33% | 142,011 | $4.9M | Add +14.7% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 82,327 | $4.8M | Reduce -2.8% |
| V Visa Inc. Class A | 0.33% | 13,630 | $4.8M | Reduce -0.7% |
| MUB iShares National Muni Bond E | 0.33% | 45,284 | $4.8M | Reduce -22.1% |
| DHR Danaher Corp. | 0.32% | 22,733 | $4.7M | Reduce -12.3% |
| KMB Kimberly-Clark Corp. | 0.32% | 32,520 | $4.6M | Reduce -30.4% |
| XLRE SS Real Estate Select Sector | 0.31% | 108,339 | $4.5M | Reduce -9.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 35,916 | $4.4M | Add +28.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.30% | 55,272 | $4.4M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 7,950 | $4.2M | Add +1.1% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.29% | 58,923 | $4.2M | Reduce -1.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 43,908 | $4.1M | No change |
| PRF Invesco Rafi US 1000 ETF | 0.25% | 90,223 | $3.6M | Reduce -1.9% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.25% | 96,250 | $3.6M | Reduce -1.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.25% | 75,126 | $3.6M | No change |
| ACN Accenture PLC Class A | 0.25% | 11,569 | $3.6M | Add +16.0% |
| PH Parker Hannifin Corp. | 0.24% | 5,821 | $3.5M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.24% | 29,107 | $3.5M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.23% | 18,900 | $3.4M | Reduce -18.1% |
| BND Vanguard Total Bond Market | 0.23% | 45,583 | $3.3M | Add +394.2% |
| XLB SS Materials Select Sector | 0.22% | 37,164 | $3.2M | Add +4.0% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 18,369 | $3.2M | Reduce -10.8% |
| PG The Procter & Gamble Co. | 0.22% | 18,577 | $3.2M | Add +25.5% |
| HD Home Depot Inc. | 0.21% | 8,217 | $3.0M | Add +21.4% |
| UBER Uber Technologies Inc. | 0.20% | 39,978 | $2.9M | New |
| ADBE Adobe Inc. | 0.19% | 7,381 | $2.8M | Add +26.4% |
| NFLX Netflix Inc. | 0.19% | 3,027 | $2.8M | Reduce -7.5% |
| PANW Palo Alto Networks Inc. | 0.19% | 16,203 | $2.8M | Add +32.1% |
| MCD McDonald's Corp. | 0.18% | 8,588 | $2.7M | Reduce -24.9% |
| AMGN Amgen Inc. | 0.18% | 8,322 | $2.6M | Add +7.8% |
| MRK Merck & Co. Inc. | 0.17% | 28,142 | $2.5M | Reduce -1.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.17% | 61,788 | $2.5M | Add +5.8% |
| FMB First Trust Managed Municipa | 0.17% | 49,886 | $2.5M | Reduce -52.1% |
| BA The Boeing Co. | 0.17% | 14,594 | $2.5M | Reduce -5.1% |
| IUSG iShares Core S&P U.S. Growth | 0.17% | 19,300 | $2.5M | No change |
| BBAG JPMorgan Betabuilders US Agg | 0.16% | 51,790 | $2.4M | Reduce -30.7% |
| PEG Public Service Enterprise GP | 0.16% | 28,727 | $2.4M | Reduce -15.7% |
| EMR Emerson Electric Co. | 0.16% | 21,138 | $2.3M | Add +11.9% |
| AZO AutoZone Inc. | 0.16% | 605 | $2.3M | Reduce -49.5% |
| CMG Chipotle Mexican Grill Inc. | 0.16% | 45,586 | $2.3M | Add +13.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.16% | 11,307 | $2.3M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.16% | 17,089 | $2.3M | Reduce -1.4% |
| TGT Target Corp. | 0.15% | 21,576 | $2.3M | Reduce -10.3% |
| XLK SS Technology Select Sector | 0.15% | 10,832 | $2.2M | Reduce -23.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.15% | 18,605 | $2.2M | Add +7.0% |
| MMM 3M Co. | 0.15% | 14,758 | $2.2M | Add +379.5% |
| DVY iShares Select Dividend ETF | 0.15% | 15,885 | $2.1M | Add +25.4% |
| AMCR Amcor PLC | 0.15% | 219,343 | $2.1M | Reduce -60.5% |
| CSCO Cisco Systems Inc. | 0.14% | 34,054 | $2.1M | Reduce -19.8% |
| LMT Lockheed Martin Corp. | 0.14% | 4,672 | $2.1M | Reduce -43.3% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.14% | 82,149 | $2.1M | Add +41.6% |
| QCOM Qualcomm Inc. | 0.14% | 13,493 | $2.1M | Add +29.4% |
| USB US Bancorp | 0.14% | 48,828 | $2.1M | Add +6.7% |
| NIC Nicolet Bankshares Inc. | 0.14% | 18,662 | $2.0M | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.14% | 103,405 | $2.0M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 3,556 | $2.0M | Reduce -2.0% |
| BSMU Invesco Bulletshares 2030 MB | 0.13% | 90,961 | $2.0M | Add +3.0% |
| IYR iShares US Real Estate ETF | 0.13% | 20,362 | $1.9M | Reduce -2.8% |
| STZ Constellation Brands Inc. Class A | 0.13% | 10,540 | $1.9M | Reduce -47.9% |
| BLK BlackRock Inc. | 0.13% | 2,021 | $1.9M | Add +5.2% |
| MTD Mettler-Toledo International | 0.13% | 1,584 | $1.9M | Reduce -16.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 18,321 | $1.8M | Add +24.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 49,060 | $1.8M | Reduce -34.8% |
| RSPD Invesco S&P 500 Equal Weight | 0.12% | 35,310 | $1.8M | Add +32.8% |
| TSLA Tesla Inc. | 0.12% | 6,477 | $1.7M | Add +10.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.11% | 8,142 | $1.6M | No change |
| IYW iShares Ustechnology ETF | 0.11% | 11,650 | $1.6M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 6,274 | $1.6M | No change |
| GOOG Alphabet Inc. Class C | 0.11% | 9,896 | $1.5M | Add +3.8% |
| BKNG Booking Holdings Inc. | 0.11% | 333 | $1.5M | New |
| BSMQ Invesco Bulletshares 2026 MB | 0.10% | 64,534 | $1.5M | Add +3.9% |
| ECL Ecolab Inc. | 0.10% | 6,000 | $1.5M | Add +13.2% |
| ARKK ARK Innovation ETF | 0.10% | 31,774 | $1.5M | Reduce -4.3% |
| TLH iShares 10-20 Year Treasury | 0.10% | 14,377 | $1.5M | Reduce -56.9% |
| CB Chubb Ltd. | 0.10% | 4,786 | $1.4M | Reduce -54.9% |
| GVI iShares Intermediate Governm | 0.10% | 13,276 | $1.4M | Reduce -66.1% |
| RSPC Invesco S&P 500 Equal Weig C | 0.09% | 38,614 | $1.4M | Add +17.3% |
| AFL Aflac Inc. | 0.09% | 12,193 | $1.4M | No change |
| TMUS T-Mobile US Inc. | 0.09% | 5,048 | $1.3M | Reduce -14.6% |
| SUB iShares Short-Term National | 0.09% | 12,388 | $1.3M | Add +21.9% |
| WEC WEC Energy Group Inc. | 0.09% | 11,963 | $1.3M | No change |
| CMCSA Comcast Corp. Class A | 0.09% | 33,975 | $1.3M | Add +4.2% |
| BSCU Invesco Bulletshares 2030 CB | 0.09% | 75,089 | $1.2M | Reduce -13.7% |
| PGR Progressive Corp. | 0.08% | 4,283 | $1.2M | New |
| PEP Pepsico Inc. | 0.08% | 7,890 | $1.2M | Reduce -6.2% |
| NEE Nextera Energy Inc. | 0.08% | 16,432 | $1.2M | Add +11.4% |
| GSEW Goldman Sachs Eql WGHT Large | 0.08% | 15,088 | $1.1M | Reduce -0.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.08% | 55,823 | $1.1M | Reduce -10.5% |
| MO Altria Group Inc. | 0.08% | 18,787 | $1.1M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 4,425 | $1.1M | Add +44.1% |
| IWB iShares Russell 1000 ETF | 0.07% | 3,533 | $1.1M | No change |
| CRM Salesforce Inc. | 0.07% | 3,730 | $1.0M | Reduce -24.1% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 17,184 | $962K | Add +66.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.07% | 12,668 | $947K | Reduce -7.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 12,183 | $922K | Reduce -3.0% |
| APD Air Products & Chemicals Inc. | 0.06% | 3,110 | $917K | Add +51.0% |
| MDY State Street SPDR S&P Midcap | 0.06% | 1,666 | $889K | No change |
| KO The Coca-Cola Co. | 0.06% | 12,136 | $869K | Reduce -9.6% |
| RTX RTX Corp. | 0.06% | 6,498 | $861K | Add +91.2% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 4,192 | $813K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $798K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 4,128 | $769K | Reduce -22.9% |
| IEF iShares 7-10 Year Treasury B | 0.05% | 8,019 | $765K | Reduce -17.3% |
| VCIT Vanguard Int-Term Corporate | 0.05% | 9,236 | $755K | Reduce -27.9% |
| DTE DTE Energy Company | 0.05% | 5,288 | $731K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 2,742 | $709K | Reduce -6.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.05% | 19,968 | $664K | No change |
| BMY Bristol-Myers Squibb Co. | 0.05% | 10,819 | $660K | Add +10.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.04% | 7,447 | $655K | Reduce -13.8% |
| IEMG iShares Core MSCI Emerging | 0.04% | 11,583 | $625K | Reduce -70.5% |
| BFC Bank First Corp. | 0.04% | 6,147 | $619K | Add +94.8% |
| ALL Allstate Corp. | 0.04% | 2,990 | $619K | Reduce -41.1% |
| GD General Dynamics Corp. | 0.04% | 2,160 | $589K | Reduce -10.7% |
| HON Honeywell International Inc. | 0.04% | 2,750 | $582K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 3,332 | $576K | Reduce -1.0% |
| FMAR FT Vest US Equity Buffer ETF | 0.04% | 13,580 | $573K | No change |
| PM Philip Morris International | 0.04% | 3,503 | $556K | Reduce -11.1% |
| CPRT Copart Inc. | 0.04% | 9,687 | $548K | Reduce -11.4% |
| MCO Moody's Corp. | 0.04% | 1,160 | $540K | No change |
| SYK Stryker Corp. | 0.04% | 1,434 | $534K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 6,400 | $533K | No change |
| AMAT Applied Materials Inc. | 0.04% | 3,667 | $532K | Reduce -1.5% |
| HPQ HP Inc. | 0.04% | 18,885 | $523K | No change |
| IWF iShares Russell 1000 Growth | 0.03% | 1,362 | $492K | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 2,685 | $446K | Reduce -3.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 1,165 | $432K | No change |
| VYM Vanguard High DVD Yield ETF | 0.03% | 3,301 | $426K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 5,033 | $402K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,780 | $395K | Add +1.7% |
| BN Brookfield Corp. | 0.03% | 7,360 | $386K | Reduce -5.2% |
| LNT Alliant Energy Corp. | 0.03% | 5,820 | $375K | No change |
| SXI Standex International Corp. | 0.03% | 2,305 | $372K | Reduce -2.7% |
| AXP American Express Co. | 0.03% | 1,365 | $367K | No change |
| PFE Pfizer Inc. | 0.03% | 14,366 | $364K | Add +4.4% |
| PSX Phillips 66 | 0.02% | 2,912 | $360K | Add +3.6% |
| CL Colgate-Palmolive Co. | 0.02% | 3,799 | $356K | New |
| AEP American Electric Power | 0.02% | 3,250 | $355K | New |
| VMC Vulcan Materials Co. | 0.02% | 1,520 | $355K | Reduce -6.1% |
| ADP Automatic Data Processing | 0.02% | 1,155 | $353K | New |
| MGEE Mge Energy Inc. | 0.02% | 3,792 | $353K | No change |
| HST Host Hotels & Resorts Inc. | 0.02% | 24,745 | $352K | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 0.02% | 3,631 | $329K | New |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 3,275 | $321K | No change |
| TRV The Travelers Cos Inc. | 0.02% | 1,208 | $319K | Reduce -11.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.02% | 4,330 | $319K | New |
| BX Blackstone Inc. | 0.02% | 2,279 | $319K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 5,251 | $319K | No change |
| XLY SS Consumer Disc Select Sect | 0.02% | 1,599 | $316K | Reduce -4.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 6,065 | $314K | New |
| IBMN iShares Ibonds Dec 2025 Term | 0.02% | 11,693 | $313K | Add +14.7% |
| MBB iShares MBS ETF | 0.02% | 3,285 | $308K | No change |
| ORCL Oracle Corp. | 0.02% | 2,193 | $307K | Add +31.5% |
| FFEB FT Vest US Equity Buffer ETF | 0.02% | 6,149 | $300K | Add +37.4% |
| UL Unilever PLC | 0.02% | 4,921 | $293K | Reduce -9.3% |
| GLW Corning Inc. | 0.02% | 6,400 | $293K | No change |
| CMI Cummins Inc. | 0.02% | 920 | $288K | No change |
| VPU Vanguard Utilities ETF | 0.02% | 1,684 | $288K | No change |
| VZ Verizon Communications Inc. | 0.02% | 6,325 | $287K | New |
| VGT Vanguard Info Tech ETF | 0.02% | 515 | $279K | Reduce -1.0% |
| DE Deere & Co. | 0.02% | 583 | $274K | No change |
| DUK Duke Energy Corp. | 0.02% | 2,200 | $268K | New |
| ORLY O'reilly Automotive Inc. | 0.02% | 182 | $261K | No change |
| SCHW Schwab (charles) Corp. | 0.02% | 3,265 | $256K | Reduce -2.7% |
| PGX Invesco Preferred ETF | 0.02% | 22,405 | $251K | New |
| CREATIVE MEDIA & CMNTY TR | 0.02% | 10,000 | $250K | No change |
| XLF SS Financial Select Sector | 0.02% | 4,974 | $248K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 9,395 | $238K | Reduce -60.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 2,856 | $236K | Reduce -4.2% |
| SHEL Shell PLC-ADR | 0.02% | 3,173 | $233K | New |
| IDV iShares International Select | 0.02% | 7,275 | $226K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 730 | $225K | New |
| PLXS Plexus Corp. | 0.02% | 1,730 | $222K | No change |
| AMD Advanced Micro Devices | 0.01% | 2,105 | $216K | Reduce -52.5% |
| PNC PNC Financial Services Group | 0.01% | 1,181 | $208K | No change |
| TLT iShares 20+ Year Treasury BD | 0.01% | 2,273 | $207K | Reduce -70.2% |
| XLC SS Comm Select Sector SPDR | 0.01% | 2,141 | $206K | Reduce -26.2% |
| FAST Fastenal Co. | 0.01% | 2,657 | $206K | New |
| IBMO iShares Ibonds Dec 2026 Term | 0.01% | 7,870 | $201K | No change |
| CREATIVE MEDIA & CMNTY TR | 0.01% | 8,000 | $200K | No change |
| AKBA Akebia Therapeutics Inc. | 0.00% | 12,250 | $24K | No change |
| NMRA Neumora Therapeutics Inc. | 0.00% | 12,000 | $12K | Add +20.0% |
| PTKN Primior Holdings Inc. filed as GRILLIT INC | 0.00% | 10,500,000 | $5K | No change |
| SINX Sionix Corporation | 0.00% | 2,361,816 | $2 | No change |