| IVV iShares Core S&P 500 ETF | 13.35% | 330,547 | $215.9M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 9.66% | 487,405 | $156.4M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 4.45% | 1,122,493 | $71.9M | Reduce -1.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 4.33% | 885,980 | $70.0M | Reduce -0.8% |
| AAPL Apple Inc. | 2.98% | 189,739 | $48.2M | Reduce -1.5% |
| NVDA Nvidia Corp. | 2.72% | 252,265 | $44.0M | Reduce -3.4% |
| VXF Vanguard Extended Market ETF | 2.14% | 168,416 | $34.7M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 2.08% | 117,249 | $33.7M | Reduce -3.0% |
| SCHB Schwab US Broad Market ETF | 1.99% | 1,282,088 | $32.2M | Reduce -3.8% |
| AVGO Broadcom Inc. | 1.75% | 91,698 | $28.4M | Add +1.0% |
| BND Vanguard Total Bond Market | 1.69% | 371,006 | $27.3M | Add +1.4% |
| BOND PIMCO Active Bond Exchange-T | 1.68% | 293,994 | $27.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.64% | 71,476 | $26.5M | Reduce -1.1% |
| JMBS Janus Henderson Mortg Backed | 1.61% | 575,274 | $26.0M | Add +5.6% |
| VWO Vanguard Ftse Emerging Marke | 1.54% | 459,611 | $24.8M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 1.39% | 76,373 | $22.5M | Reduce -1.8% |
| VXUS Vanguard Total Intl Stock | 1.39% | 290,999 | $22.4M | Reduce -2.2% |
| AGG iShares Core U.S. Aggregate | 1.32% | 215,767 | $21.4M | Reduce -12.5% |
| AMZN Amazon.com Inc. | 1.23% | 95,383 | $19.9M | Reduce -2.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.98% | 231,222 | $15.8M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.82% | 14,367 | $13.2M | Add +32.7% |
| WMT Walmart Inc. | 0.78% | 101,122 | $12.6M | Reduce -10.8% |
| META Meta Platforms Inc. Class A | 0.76% | 21,550 | $12.3M | Reduce -4.5% |
| IBTI iShares Ibonds Dec 2028 Term | 0.75% | 548,089 | $12.2M | Reduce -0.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.75% | 619,032 | $12.1M | Reduce -11.6% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.73% | 537,250 | $11.7M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 0.71% | 19,092 | $11.4M | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.70% | 142,110 | $11.3M | Add +5.1% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.66% | 545,529 | $10.8M | Reduce -6.4% |
| UNP Union Pacific Corp. | 0.64% | 42,924 | $10.4M | Reduce -7.3% |
| MA Mastercard Inc. Class A | 0.60% | 19,511 | $9.7M | Add +1.0% |
| MCK McKesson Corp. | 0.59% | 11,116 | $9.6M | Reduce -5.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.58% | 86,343 | $9.4M | Add +32.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.58% | 112,561 | $9.4M | Reduce -4.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.58% | 475,122 | $9.3M | Add +8.9% |
| SCHX Schwab US Large-Cap ETF | 0.57% | 361,265 | $9.3M | Add +2.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.57% | 122,459 | $9.2M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.57% | 10,873 | $9.2M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.55% | 36,349 | $8.9M | Reduce -8.5% |
| SCHF Schwab Intl Equity ETF | 0.54% | 355,484 | $8.8M | Reduce -0.6% |
| IBTL iShares Ibonds Dec 2031 Term | 0.54% | 428,215 | $8.7M | Add +14.4% |
| COST Costco Wholesale Corp. | 0.53% | 8,655 | $8.6M | Reduce -3.8% |
| CVX Chevron Corp. | 0.53% | 41,316 | $8.5M | Reduce -14.1% |
| MUB iShares National Muni Bond E | 0.53% | 80,338 | $8.5M | Reduce -4.9% |
| IBTM iShares Ibnds Dec 2032 TT | 0.48% | 340,080 | $7.8M | Add +12.6% |
| GE General Electric filed as GE AEROSPACE | 0.48% | 27,359 | $7.8M | Reduce -5.1% |
| NOBL Proshares S&P 500 Dividend A | 0.47% | 72,295 | $7.7M | Reduce -5.3% |
| ITOT iShares Core S&P Total U.S. | 0.43% | 49,100 | $7.0M | Reduce -2.8% |
| TLT iShares 20+ Year Treasury BD | 0.43% | 80,018 | $6.9M | Add +24.7% |
| ABBV Abbvie Inc. | 0.42% | 31,618 | $6.9M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 54,909 | $6.8M | Reduce -2.7% |
| ASB Associated Banc-Corp. | 0.42% | 261,260 | $6.8M | No change |
| LOW Lowe's Cos Inc. | 0.39% | 26,820 | $6.3M | Reduce -3.8% |
| XLK SS Technology Select Sector | 0.39% | 47,457 | $6.3M | Add +44.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.39% | 93,277 | $6.2M | Add +1.9% |
| TSLA Tesla Inc. | 0.38% | 16,639 | $6.2M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 194,865 | $6.0M | Reduce -1.6% |
| COP Conocophillips | 0.36% | 44,381 | $5.9M | Reduce -12.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.35% | 123,106 | $5.6M | Reduce -0.6% |
| LIN Linde PLC | 0.35% | 11,328 | $5.6M | Reduce -6.5% |
| XOM Exxon Mobil Corp. | 0.34% | 32,638 | $5.5M | Reduce -6.8% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 10,822 | $5.3M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 32,498 | $5.2M | Reduce -4.2% |
| RSPT Invesco S&P 500 Equal Weight | 0.32% | 114,614 | $5.2M | Reduce -7.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 105,928 | $5.2M | Reduce -3.6% |
| EVIM Eaton Vance Int Muni Income | 0.29% | 88,780 | $4.7M | Add +11.1% |
| V Visa Inc. Class A | 0.28% | 15,034 | $4.5M | Add +1.4% |
| JPST JPMorgan Ultra-Short Income | 0.28% | 89,643 | $4.5M | Reduce -8.0% |
| IBTH iShares Ibonds Dec 2027 Term | 0.28% | 199,515 | $4.5M | Reduce -14.9% |
| XLRE SS Real Estate Select Sector | 0.27% | 108,241 | $4.4M | Reduce -3.3% |
| PH Parker Hannifin Corp. | 0.27% | 4,874 | $4.4M | Reduce -7.1% |
| MUNI PIMCO Intermediate Municipal | 0.27% | 83,406 | $4.4M | Add +78.5% |
| OVL Overlay Shares Large Cap Eq | 0.27% | 86,193 | $4.3M | Add +1.2% |
| PANW Palo Alto Networks Inc. | 0.26% | 26,589 | $4.3M | Add +10.1% |
| AMP Ameriprise Financial Inc. | 0.26% | 9,505 | $4.2M | Reduce -13.8% |
| NFLX Netflix Inc. | 0.26% | 43,773 | $4.2M | Add +23.9% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 61,024 | $4.1M | Reduce -15.1% |
| CGMU Cap Group Municipal Income | 0.25% | 149,213 | $4.1M | Add +64.4% |
| CSM Proshares Large Cap Core Plu | 0.25% | 53,870 | $4.0M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 8,410 | $4.0M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.24% | 13,719 | $3.9M | Add +4.2% |
| PRF Invesco Rafi US 1000 ETF | 0.23% | 78,870 | $3.7M | Reduce -9.9% |
| UBER Uber Technologies Inc. | 0.23% | 51,751 | $3.7M | Reduce -11.7% |
| MCD McDonald's Corp. | 0.22% | 11,342 | $3.5M | Reduce -2.5% |
| UNH Unitedhealth Group Inc. | 0.21% | 12,521 | $3.4M | Reduce -8.3% |
| BA The Boeing Co. | 0.21% | 16,902 | $3.4M | Reduce -4.3% |
| BSMU Invesco Bulletshares 2030 MB | 0.20% | 146,913 | $3.2M | Add +17.8% |
| HD Home Depot Inc. | 0.19% | 9,419 | $3.1M | Reduce -0.6% |
| KMB Kimberly-Clark Corp. | 0.19% | 31,188 | $3.0M | Reduce -2.7% |
| XLB SS Materials Select Sector | 0.19% | 59,943 | $3.0M | Reduce -11.4% |
| DHR Danaher Corp. | 0.18% | 15,350 | $2.9M | Reduce -12.4% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 50,892 | $2.9M | Reduce -7.3% |
| TXN Texas Instruments Inc. | 0.17% | 14,542 | $2.8M | Reduce -15.6% |
| NIC Nicolet Bankshares Inc. | 0.17% | 18,982 | $2.8M | Reduce -7.1% |
| CRM Salesforce Inc. | 0.17% | 15,022 | $2.8M | Add +156.2% |
| BSMQ Invesco Bulletshares 2026 MB | 0.17% | 117,630 | $2.8M | Add +21.1% |
| CSCO Cisco Systems Inc. | 0.17% | 35,692 | $2.8M | Reduce -11.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 29,478 | $2.7M | Reduce -31.0% |
| PG The Procter & Gamble Co. | 0.16% | 17,752 | $2.6M | Reduce -2.5% |
| USB US Bancorp | 0.16% | 49,212 | $2.6M | Reduce 0.0% |
| EMR Emerson Electric Co. | 0.16% | 19,345 | $2.5M | Reduce -6.6% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.15% | 53,696 | $2.5M | Reduce -29.5% |
| BLK BlackRock Inc. | 0.15% | 2,524 | $2.4M | Add +13.1% |
| ABT Abbott Laboratories | 0.15% | 23,107 | $2.4M | Add +10.2% |
| FISV Fiserv Inc. | 0.14% | 40,567 | $2.3M | Reduce -41.9% |
| GVI iShares Intermediate Governm | 0.14% | 20,813 | $2.2M | Reduce -20.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 22,586 | $2.2M | Reduce -8.1% |
| EDV Vanguard Extended Dur Treas | 0.13% | 32,493 | $2.1M | Reduce -42.3% |
| MO Altria Group Inc. | 0.13% | 31,209 | $2.1M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.13% | 17,115 | $2.1M | Reduce -5.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.13% | 8,539 | $2.0M | Reduce -15.0% |
| IYW iShares Ustechnology ETF | 0.13% | 11,158 | $2.0M | Reduce -1.8% |
| BSMT Invesco Bulletshares 2029 MB | 0.12% | 87,429 | $2.0M | Add +49.7% |
| ORCL Oracle Corp. | 0.12% | 13,592 | $2.0M | Add +156.7% |
| DVY iShares Select Dividend ETF | 0.12% | 13,159 | $2.0M | Reduce -14.6% |
| PEG Public Service Enterprise GP | 0.12% | 24,020 | $1.9M | Reduce -11.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 42,339 | $1.9M | Reduce -4.8% |
| BBAG JPMorgan Betabuilders US Agg | 0.12% | 41,181 | $1.9M | Reduce -0.3% |
| MMM 3M Co. | 0.12% | 13,016 | $1.9M | Reduce -16.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 6,274 | $1.9M | No change |
| ARKK ARK Innovation ETF | 0.12% | 27,714 | $1.9M | Reduce -0.1% |
| ECL Ecolab Inc. | 0.12% | 6,999 | $1.9M | Add +3.5% |
| GLW Corning Inc. | 0.11% | 13,483 | $1.8M | Add +12.4% |
| IYR iShares US Real Estate ETF | 0.11% | 18,756 | $1.8M | Reduce -3.3% |
| BSMW Invesco Bulletshares 2032 MB | 0.11% | 69,770 | $1.7M | Add +168.0% |
| NEE Nextera Energy Inc. | 0.11% | 18,429 | $1.7M | Add +4.6% |
| PGR Progressive Corp. | 0.11% | 8,592 | $1.7M | Add +67.2% |
| RSPD Invesco S&P 500 Equal Weight | 0.10% | 31,504 | $1.7M | Reduce -7.0% |
| AMCR Amcor PLC | 0.10% | 42,216 | $1.7M | Reduce -3.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.10% | 34,632 | $1.7M | Add +0.1% |
| BKAG BNY Mellon Core Bond ETF | 0.10% | 38,601 | $1.6M | Reduce -4.8% |
| BSSX Invesco Bulletshares 2033 MB | 0.10% | 63,849 | $1.6M | Add +150.8% |
| AMGN Amgen Inc. | 0.10% | 4,596 | $1.6M | Reduce -26.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 31,543 | $1.6M | Reduce -53.0% |
| CAT Caterpillar Inc. | 0.10% | 2,258 | $1.6M | Add +1.2% |
| CB Chubb Ltd. | 0.10% | 4,845 | $1.6M | Reduce -15.4% |
| RTX RTX Corp. | 0.09% | 7,939 | $1.5M | Reduce -1.2% |
| QCOM Qualcomm Inc. | 0.09% | 11,163 | $1.4M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.09% | 18,895 | $1.4M | Add +2.3% |
| PEP Pepsico Inc. | 0.09% | 9,086 | $1.4M | Reduce -0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 7,318 | $1.4M | Reduce -58.0% |
| BSMR Invesco Bulletshares 2027 MB | 0.08% | 57,520 | $1.4M | Add +74.3% |
| TLH iShares 10-20 Year Treasury | 0.08% | 13,466 | $1.4M | No change |
| BSMS Invesco Bulletshares 2028 MB | 0.08% | 57,119 | $1.3M | Add +76.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.08% | 10,950 | $1.3M | Reduce -25.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 1,968 | $1.3M | Reduce -35.6% |
| MTD Mettler-Toledo International | 0.08% | 1,003 | $1.3M | Reduce -21.8% |
| BSMV Invesco Bulletshares 2031 MB | 0.08% | 60,463 | $1.3M | New |
| ETN Eaton Corp. PLC | 0.08% | 3,489 | $1.2M | New |
| BKNG Booking Holdings Inc. | 0.08% | 296 | $1.2M | Reduce -23.7% |
| AZO AutoZone Inc. | 0.08% | 368 | $1.2M | Reduce -6.8% |
| WEC WEC Energy Group Inc. | 0.08% | 10,684 | $1.2M | No change |
| XLE SS Energy Select Sector | 0.07% | 19,268 | $1.2M | Add +32.5% |
| IWB iShares Russell 1000 ETF | 0.07% | 3,264 | $1.2M | No change |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.07% | 17,078 | $1.1M | Reduce -33.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.06% | 4,364 | $1.0M | Add +3.9% |
| XLC SS Comm Select Sector SPDR | 0.06% | 9,344 | $1.0M | Add +29.2% |
| MDY State Street SPDR S&P Midcap | 0.06% | 1,665 | $1.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 4,170 | $1.0M | Reduce -2.3% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.06% | 39,523 | $1.0M | No change |
| GSEW Goldman Sachs Eql WGHT Large | 0.06% | 11,584 | $981K | Reduce -3.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 17,570 | $975K | Add +120.9% |
| BSCU Invesco Bulletshares 2030 CB | 0.06% | 58,131 | $972K | No change |
| SUB iShares Short-Term National | 0.06% | 9,113 | $971K | Reduce -2.1% |
| AFL Aflac Inc. | 0.06% | 8,689 | $953K | Reduce -11.0% |
| XLV SS Health Care Select Sector | 0.06% | 6,240 | $915K | Add +9.5% |
| RSPC Invesco S&P 500 Equal Weig C | 0.06% | 24,049 | $899K | Reduce -27.1% |
| TGT Target Corp. | 0.05% | 7,322 | $887K | Reduce -8.6% |
| APD Air Products & Chemicals Inc. | 0.05% | 3,044 | $884K | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.05% | 1,366 | $826K | Reduce -13.7% |
| ACN Accenture PLC Class A | 0.05% | 4,067 | $806K | Reduce -2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 2,797 | $803K | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 3,948 | $775K | Add +11.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.05% | 10,370 | $758K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,487 | $750K | No change |
| XLY SS Consumer Disc Select Sect | 0.05% | 6,737 | $734K | Add +12.5% |
| IUSG iShares Core S&P U.S. Growth | 0.05% | 4,700 | $729K | Reduce -75.7% |
| VCIT Vanguard Int-Term Corporate | 0.04% | 8,683 | $719K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.04% | 1 | $718K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 2,067 | $699K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.04% | 7,330 | $691K | No change |
| GD General Dynamics Corp. | 0.04% | 1,965 | $674K | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 7,236 | $655K | Add +0.2% |
| FMAR FT Vest US Equity Buffer ETF | 0.04% | 13,248 | $642K | Reduce -0.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 6,370 | $641K | Reduce -0.1% |
| HON Honeywell International Inc. | 0.04% | 2,749 | $621K | No change |
| PSX Phillips 66 | 0.04% | 3,405 | $620K | No change |
| IEMG iShares Core MSCI Emerging | 0.04% | 8,798 | $614K | Add +6.0% |
| PM Philip Morris International | 0.04% | 3,570 | $590K | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.04% | 1,357 | $579K | No change |
| TMUS T-Mobile US Inc. | 0.03% | 2,689 | $565K | Reduce -28.8% |
| SXI Standex International Corp. | 0.03% | 2,210 | $563K | No change |
| DTE DTE Energy Company | 0.03% | 3,795 | $555K | Reduce -23.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.03% | 27,103 | $554K | Reduce -27.7% |
| XLF SS Financial Select Sector | 0.03% | 10,623 | $524K | Reduce -62.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 2,367 | $514K | Add +0.7% |
| FMB First Trust Managed Municipa | 0.03% | 10,048 | $509K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 1,165 | $509K | No change |
| BFC Bank First Corp. | 0.03% | 3,745 | $506K | Reduce -11.3% |
| MOAT Vaneck Morningstar Wide Moat | 0.03% | 5,215 | $504K | Reduce -8.3% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 8,225 | $499K | Reduce -3.6% |
| MCO Moody's Corp. | 0.03% | 1,140 | $497K | Reduce -0.4% |
| IEF iShares 7-10 Year Treasury B | 0.03% | 5,068 | $484K | Reduce -37.0% |
| CMI Cummins Inc. | 0.03% | 896 | $482K | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.03% | 1,434 | $460K | Reduce -4.6% |
| GWW WW Grainger Inc. | 0.03% | 420 | $458K | No change |
| AEP American Electric Power | 0.03% | 3,436 | $450K | No change |
| BN Brookfield Corp. | 0.03% | 11,040 | $447K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 5,031 | $442K | No change |
| AXP American Express Co. | 0.03% | 1,355 | $410K | No change |
| STZ Constellation Brands Inc. Class A | 0.02% | 2,689 | $403K | Reduce -27.2% |
| LNT Alliant Energy Corp. | 0.02% | 5,570 | $400K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 2,527 | $374K | No change |
| DE Deere & Co. | 0.02% | 653 | $368K | Reduce -11.6% |
| SYK Stryker Corp. | 0.02% | 1,106 | $363K | Reduce -8.3% |
| ALL Allstate Corp. | 0.02% | 1,732 | $359K | Reduce -0.5% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 3,125 | $351K | No change |
| VMC Vulcan Materials Co. | 0.02% | 1,261 | $343K | Reduce -12.6% |
| EG Everest Group Ltd. | 0.02% | 1,050 | $343K | No change |
| SBUX Starbucks Corp. | 0.02% | 3,769 | $338K | New |
| T AT&T Inc. | 0.02% | 11,576 | $336K | New |
| VPU Vanguard Utilities ETF | 0.02% | 1,684 | $334K | No change |
| DFAC Dimensional US Core Equity 2 | 0.02% | 8,469 | $329K | No change |
| ORLY O'reilly Automotive Inc. | 0.02% | 3,330 | $307K | Add +31.6% |
| CTA Simplify Managed Futures St | 0.02% | 10,000 | $302K | New |
| SCHW Schwab (charles) Corp. | 0.02% | 3,210 | $302K | Reduce -0.5% |
| NKE Nike Inc. Class B | 0.02% | 5,672 | $300K | New |
| AMD Advanced Micro Devices | 0.02% | 1,448 | $295K | Reduce -2.9% |
| FAPR FT Vest U.S. Equity Buffer E | 0.02% | 6,345 | $285K | Reduce -1.3% |
| SHEL Shell PLC-ADR | 0.02% | 2,963 | $276K | No change |
| COF Capital One Financial Corp. | 0.02% | 1,468 | $268K | Reduce -5.9% |
| CPRT Copart Inc. | 0.02% | 8,007 | $266K | Reduce -6.4% |
| DUK Duke Energy Corp. | 0.02% | 2,025 | $265K | No change |
| BX Blackstone Inc. | 0.02% | 2,279 | $262K | Reduce -4.2% |
| SCHA Schwab US Small-Cap ETF | 0.02% | 8,875 | $258K | No change |
| TRV The Travelers Cos Inc. | 0.02% | 880 | $257K | No change |
| FAST Fastenal Co. | 0.02% | 5,414 | $251K | No change |
| CREATIVE MEDIA & CMNTY TR | 0.02% | 10,000 | $250K | No change |
| UL Unilever PLC-Sponsored ADR | 0.02% | 4,374 | $249K | No change |
| VZ Verizon Communications Inc. | 0.02% | 4,921 | $247K | No change |
| CL Colgate-Palmolive Co. | 0.02% | 2,876 | $245K | Reduce -11.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 655 | $241K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.01% | 9,395 | $239K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 3,168 | $238K | No change |
| IVW iShares S&P 500 Growth ETF | 0.01% | 2,088 | $236K | No change |
| FFEB FT Vest US Equity Buffer ETF | 0.01% | 4,175 | $233K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 2,806 | $230K | Reduce -5.1% |
| PGX Invesco Preferred ETF | 0.01% | 20,700 | $225K | No change |
| PNC PNC Financial Services Group | 0.01% | 1,075 | $224K | Reduce -8.5% |
| MU Micron Technology Inc. | 0.01% | 650 | $220K | New |
| GILD Gilead Sciences Inc. | 0.01% | 1,550 | $216K | New |
| GLD SPDR Gold Shares | 0.01% | 491 | $211K | New |
| AMAT Applied Materials Inc. | 0.01% | 601 | $205K | Reduce -83.4% |
| LRCX Lam Research Corp. | 0.01% | 949 | $203K | New |
| ISHARES TR | 0.00% | 2,219 | $51K | New |
| NMRA Neumora Therapeutics Inc. | 0.00% | 19,000 | $37K | No change |
| AKBA Akebia Therapeutics Inc. | 0.00% | 12,250 | $17K | No change |