| ESGV Vanguard ESG US Stock ETF | 6.09% | 694,165 | $84.0M | Add +84.1% |
| AFRM Affirm Holdings Inc. | 4.99% | 924,705 | $68.8M | Reduce -0.0% |
| GSLC Goldman Activebeta US LC ETF | 4.41% | 459,182 | $60.8M | Add +89.5% |
| VSGX Vanguard ESG Intl Stock ETF | 4.37% | 840,991 | $60.3M | Add +36.1% |
| AVUS Avantis U.S. Equity ETF | 3.92% | 483,817 | $54.1M | Add +81.0% |
| IEF iShares 7-10 Year Treasury B | 2.92% | 417,952 | $40.2M | Add +161.6% |
| JNJ Johnson & Johnson | 2.55% | 170,004 | $35.2M | Add +3.4% |
| AAPL Apple Inc. | 2.44% | 124,127 | $33.7M | Add +60.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.40% | 412,887 | $33.2M | New |
| AMZN Amazon.com Inc. | 2.23% | 133,098 | $30.7M | Add +44.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.91% | 238,770 | $26.3M | Add +151.0% |
| LQDH iShares Int Hedg Corp. BD ETF | 1.78% | 262,375 | $24.5M | Add +132.8% |
| JIRE JPMorgan Int Res Enh Eqty | 1.70% | 313,751 | $23.5M | Add +61.8% |
| USFR Wisdomtree Floating Rate Tre | 1.67% | 455,137 | $23.0M | Reduce -3.4% |
| SCHD Schwab US DVD Equity ETF | 1.60% | 802,763 | $22.0M | Add +2577.4% |
| JMBS Janus Henderson Mortg Backed | 1.44% | 434,248 | $19.8M | Add +177.9% |
| MSFT Microsoft Corp. | 1.42% | 40,359 | $19.5M | Add +143.6% |
| SCHG Schwab US Large-Cap Growth | 1.36% | 573,896 | $18.7M | New |
| HELO JPMorgan Hedged Equity ETF | 1.24% | 256,911 | $17.1M | New |
| VGK Vanguard Ftse Europe ETF | 1.15% | 190,115 | $15.9M | Add +63.8% |
| IXJ iShares Global Healthcare Et | 1.04% | 146,798 | $14.3M | Add +59.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 26,446 | $13.3M | Add +74.5% |
| NVDA Nvidia Corp. | 0.92% | 68,244 | $12.7M | Add +81.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.89% | 25,291 | $12.3M | Add +125.3% |
| HEQT Simplify Hedged Equity ETF | 0.77% | 331,506 | $10.6M | New |
| VOO Vanguard S&P 500 ETF | 0.76% | 16,760 | $10.5M | Add +49.8% |
| CEMB iShares JP Morgan Em Corpora | 0.73% | 219,562 | $10.1M | Add +77.7% |
| GCC Wisdomtree Enhanced Commodit | 0.69% | 448,948 | $9.5M | Add +75.0% |
| BSJT Invesco Bulletshares 2029 HY | 0.66% | 421,448 | $9.1M | New |
| MCD McDonald's Corp. | 0.64% | 28,995 | $8.9M | Add +3.4% |
| GOOGL Alphabet Inc. Class A | 0.63% | 27,680 | $8.7M | Add +15.3% |
| BSJQ Invesco Bulletshares 2026 HY | 0.62% | 363,358 | $8.5M | New |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 38,527 | $8.5M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 12,343 | $8.4M | Add +5.6% |
| BSJS Invesco Bulletshares 2028 HY | 0.61% | 381,273 | $8.4M | New |
| HON Honeywell International Inc. | 0.58% | 41,206 | $8.0M | Reduce -3.5% |
| BLK BlackRock Inc. | 0.58% | 7,434 | $8.0M | Reduce -7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 12,660 | $7.8M | Add +60.5% |
| FLCH Franklin Ftse China ETF | 0.56% | 325,978 | $7.8M | Add +14.8% |
| BSJV Invesco Bulletshares 2031 HY | 0.53% | 274,538 | $7.3M | New |
| TLT iShares 20+ Year Treasury BD | 0.53% | 84,016 | $7.3M | Add +119.8% |
| IVV iShares Core S&P 500 ETF | 0.52% | 10,456 | $7.2M | Add +59.2% |
| DBAW Xtrackers MSCI All World Ex | 0.51% | 168,674 | $7.0M | New |
| VEA Vanguard Ftse Developed ETF | 0.48% | 106,836 | $6.7M | Add +110.7% |
| IAGG iShares Intl Aggregate Bond | 0.48% | 131,450 | $6.6M | Add +29.5% |
| LEMB iShares JP Morgan Em Local C | 0.41% | 137,572 | $5.7M | Add +85.8% |
| GOOG Alphabet Inc. Class C | 0.41% | 18,318 | $5.7M | Add +87.3% |
| MA Mastercard Inc. Class A | 0.40% | 9,706 | $5.6M | Add +350.6% |
| AVGO Broadcom Inc. | 0.38% | 15,379 | $5.3M | Add +47.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.38% | 116,744 | $5.2M | New |
| IJR iShares Core S&P Small-Cap E | 0.38% | 43,099 | $5.2M | Add +1.8% |
| JCPB JPMorgan Core Plus Bond ETF | 0.36% | 106,030 | $5.0M | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.36% | 193,443 | $4.9M | Add +10.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.36% | 250,100 | $4.9M | New |
| META Meta Platforms Inc. Class A | 0.35% | 7,389 | $4.9M | Add +76.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 16,308 | $4.8M | Add +7.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.35% | 197,599 | $4.8M | Reduce -0.3% |
| IVE iShares S&P 500 Value ETF | 0.34% | 22,341 | $4.7M | Add +486.1% |
| SCHB Schwab US Broad Market ETF | 0.34% | 178,996 | $4.7M | Add +1720.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 13,966 | $4.7M | Add +49.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 24,407 | $4.7M | Add +59.9% |
| XOM Exxon Mobil Corp. | 0.34% | 38,378 | $4.6M | Add +101.8% |
| CSCO Cisco Systems Inc. | 0.30% | 54,853 | $4.1M | Add +31.4% |
| GLD SPDR Gold Shares | 0.30% | 10,319 | $4.1M | Add +21.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.30% | 173,943 | $4.1M | Add +1.2% |
| IWF iShares Russell 1000 Growth | 0.29% | 8,545 | $4.0M | Add +5.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.27% | 62,363 | $3.7M | Add +17.3% |
| WMT Walmart Inc. | 0.27% | 32,914 | $3.7M | Add +149.3% |
| VZ Verizon Communications Inc. | 0.26% | 88,140 | $3.6M | Add +33.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.26% | 14,130 | $3.5M | New |
| ABBV Abbvie Inc. | 0.26% | 15,388 | $3.5M | Add +21.6% |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.25% | 121,787 | $3.5M | Reduce -11.6% |
| VXUS Vanguard Total Intl Stock | 0.25% | 45,762 | $3.5M | Add +13.2% |
| T AT&T Inc. | 0.25% | 138,087 | $3.4M | Add +47.2% |
| PFE Pfizer Inc. | 0.25% | 135,861 | $3.4M | Add +25.4% |
| BKNG Booking Holdings Inc. | 0.24% | 626 | $3.3M | Add +136.2% |
| LLY Eli Lilly & Co. | 0.24% | 3,107 | $3.3M | Add +54.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.24% | 135,674 | $3.3M | Add +57.6% |
| BIIB Biogen Inc. | 0.23% | 18,133 | $3.2M | Add +0.1% |
| DUK Duke Energy Corp. | 0.22% | 25,898 | $3.0M | Add +40.9% |
| CVX Chevron Corp. | 0.22% | 19,550 | $3.0M | Add +73.6% |
| IMCG iShares Morningstar Mid-Cap | 0.21% | 36,361 | $2.9M | New |
| DGRO iShares Core Dividend Growth | 0.21% | 41,234 | $2.9M | Add +1179.8% |
| MRK Merck & Co. Inc. | 0.20% | 26,848 | $2.8M | Add +29.3% |
| EMR Emerson Electric Co. | 0.20% | 21,255 | $2.8M | New |
| BMY Bristol-Myers Squibb Co. | 0.20% | 52,134 | $2.8M | Add +36.8% |
| JPM JPMorgan Chase & Co. | 0.20% | 8,619 | $2.8M | Add +79.5% |
| GS Goldman Sachs Group Inc. | 0.20% | 3,154 | $2.8M | Add +71.8% |
| GLDM SPDR Gold Minishares Trust | 0.20% | 32,381 | $2.8M | Add +14.0% |
| ESGU iShares ESG Aware MSCI USA | 0.20% | 18,373 | $2.7M | Add +0.5% |
| VGM Invesco Trust for Investmen | 0.20% | 261,050 | $2.7M | Add +43.6% |
| LMND Lemonade Inc. | 0.20% | 34,532 | $2.7M | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.20% | 231,524 | $2.7M | Add +43.7% |
| KVUE Kenvue Inc. | 0.19% | 153,995 | $2.7M | Add +1.1% |
| TSLA Tesla Inc. | 0.19% | 5,865 | $2.6M | Add +41.0% |
| MMU Western Asset Managed Munici | 0.19% | 247,215 | $2.6M | Add +44.2% |
| NFLX Netflix Inc. | 0.18% | 27,080 | $2.5M | Add +231.5% |
| FE Firstenergy Corp. | 0.18% | 55,640 | $2.5M | Add +8.1% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.18% | 63,446 | $2.5M | Add +632.2% |
| JPST JPMorgan Ultra-Short Income | 0.18% | 48,939 | $2.5M | Add +3.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.18% | 111,424 | $2.5M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.17% | 2,735 | $2.4M | Add +105.6% |
| XMVFX BlackRock Munivest Fund | 0.17% | 339,809 | $2.4M | Add +37.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 4,852 | $2.3M | Add +5.6% |
| IBTI iShares Ibonds Dec 2028 Term | 0.17% | 103,861 | $2.3M | Add +1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 42,720 | $2.3M | Add +56.9% |
| NVS Novartis AG-Sponsored ADR | 0.16% | 16,428 | $2.3M | Add +23.7% |
| RHLD Resolute Holdings Manag | 0.16% | 10,839 | $2.2M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.16% | 6,989 | $2.2M | Add +358.0% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 33,111 | $2.2M | Add +8.6% |
| IBTH iShares Ibonds Dec 2027 Term | 0.16% | 96,127 | $2.2M | Add +0.8% |
| BABA Alibaba Group Holding-SP ADR | 0.16% | 14,709 | $2.2M | Add +0.8% |
| IYK iShares US Consumer Staples | 0.16% | 32,014 | $2.1M | New |
| KO The Coca-Cola Co. | 0.15% | 30,459 | $2.1M | Add +68.8% |
| ABT Abbott Laboratories | 0.15% | 16,639 | $2.1M | Add +12.3% |
| SIVR Abrdn Physical Silver Shares | 0.15% | 30,750 | $2.1M | Reduce -6.5% |
| BSCR Invesco Bulletshares 2027 CB | 0.15% | 105,023 | $2.1M | Add +935.5% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 14,052 | $2.0M | Add +95.9% |
| SPGI S&P Global Inc. | 0.15% | 3,846 | $2.0M | Add +279.3% |
| IWY iShares Russell Top 200 Grow | 0.14% | 7,174 | $2.0M | New |
| IQLT iShares MSCI International Q | 0.14% | 43,686 | $2.0M | New |
| PG The Procter & Gamble Co. | 0.14% | 13,847 | $2.0M | Add +92.0% |
| BSCU Invesco Bulletshares 2030 CB | 0.14% | 117,156 | $2.0M | New |
| ASML ASML Holding NV-NY Reg SHS | 0.14% | 1,899 | $2.0M | New |
| V Visa Inc. Class A | 0.14% | 5,417 | $1.9M | Add +122.7% |
| AXP American Express Co. | 0.14% | 5,093 | $1.9M | Add +38.3% |
| GILD Gilead Sciences Inc. | 0.13% | 14,897 | $1.8M | Add +32.8% |
| BLE BlackRock Muni Inc. TR II | 0.13% | 172,713 | $1.8M | Add +6.1% |
| HYDB iShares High Yield Systemati | 0.13% | 36,820 | $1.7M | New |
| BND Vanguard Total Bond Market | 0.13% | 23,499 | $1.7M | Add +112.3% |
| VOD Vodafone Group PLC-SP ADR | 0.13% | 131,203 | $1.7M | Add +7.8% |
| MELI MercadoLibre Inc. | 0.12% | 849 | $1.7M | Add +385.1% |
| SHEL Shell PLC-ADR | 0.12% | 23,155 | $1.7M | Add +30.1% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 17,582 | $1.7M | Add +0.4% |
| TTE Totalenergies SE | 0.12% | 25,629 | $1.7M | Add +8.3% |
| KKR KKR & Co. Inc. | 0.12% | 12,922 | $1.6M | Add +473.3% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.12% | 16,991 | $1.6M | Add +8.7% |
| GSK GSK PLC-Spon ADR | 0.12% | 32,566 | $1.6M | Add +12.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.11% | 23,607 | $1.6M | Add +5.6% |
| SNY Sanofi-ADR | 0.11% | 32,544 | $1.6M | Add +7.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.11% | 29,740 | $1.6M | Add +7.2% |
| UBER Uber Technologies Inc. | 0.11% | 19,241 | $1.6M | New |
| ED Consolidated Edison Inc. | 0.11% | 15,784 | $1.6M | Add +12.0% |
| HD Home Depot Inc. | 0.11% | 4,512 | $1.6M | Add +302.9% |
| EXC Exelon Corp. | 0.11% | 35,456 | $1.5M | Add +9.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.11% | 29,851 | $1.5M | Add +14.9% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.11% | 22,970 | $1.5M | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.11% | 68,339 | $1.5M | Add +1.9% |
| CRM Salesforce Inc. | 0.11% | 5,638 | $1.5M | New |
| BNDX Vanguard Total Intl Bond ETF | 0.11% | 30,589 | $1.5M | Add +137.3% |
| AEP American Electric Power | 0.11% | 12,660 | $1.5M | Add +44.4% |
| LMT Lockheed Martin Corp. | 0.10% | 2,983 | $1.4M | Add +606.9% |
| CNQ Canadian Natural Resources | 0.10% | 40,661 | $1.4M | Add +8.3% |
| DBB Invesco DB Base Metals Fund | 0.10% | 59,447 | $1.4M | New |
| VT Vanguard Tot World STK ETF | 0.10% | 9,624 | $1.4M | Reduce -1.0% |
| IBIT iShares Bitcoin Trust ETF | 0.10% | 27,207 | $1.4M | Add +46.6% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 4,243 | $1.3M | Reduce -0.5% |
| KMB Kimberly-Clark Corp. | 0.09% | 12,592 | $1.3M | Reduce -31.9% |
| GIS General Mills Inc. | 0.09% | 27,244 | $1.3M | Reduce -27.1% |
| CMCSA Comcast Corp. Class A | 0.09% | 42,076 | $1.2M | Reduce -39.0% |
| DECK Deckers Outdoor Corp. | 0.09% | 11,657 | $1.2M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 6,615 | $1.2M | Add +114.8% |
| ACN Accenture PLC Class A | 0.09% | 4,376 | $1.2M | Add +1.5% |
| EFA iShares MSCI Eafe ETF | 0.08% | 12,003 | $1.2M | Add +208.0% |
| SGOV iShares 0-3 Month Treasury B | 0.08% | 10,606 | $1.1M | Add +87.5% |
| ORCL Oracle Corp. | 0.08% | 5,864 | $1.1M | Add +16.2% |
| WM Waste Management Inc. | 0.08% | 5,157 | $1.1M | Add +13.9% |
| SBUX Starbucks Corp. | 0.08% | 13,440 | $1.1M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 22,259 | $1.1M | Add +74.5% |
| AMD Advanced Micro Devices | 0.08% | 5,221 | $1.1M | Add +77.8% |
| MUB iShares National Muni Bond E | 0.08% | 10,343 | $1.1M | New |
| BSCT Invesco Bulletshares 2029 CB | 0.08% | 56,997 | $1.1M | New |
| AGG iShares Core U.S. Aggregate | 0.08% | 10,395 | $1.0M | Add +87.9% |
| FLQM Franklin U.S. Mid Cap Multif | 0.07% | 18,215 | $1.0M | New |
| PATH Uipath Inc. Class A | 0.07% | 56,384 | $1.0M | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.07% | 36,343 | $1.0M | Reduce -21.7% |
| VGT Vanguard Info Tech ETF | 0.07% | 1,323 | $997K | New |
| ALL Allstate Corp. | 0.07% | 4,744 | $987K | Add +3.2% |
| C Citigroup Inc. | 0.07% | 8,443 | $985K | Add +6.2% |
| PANW Palo Alto Networks Inc. | 0.07% | 5,346 | $985K | Add +145.1% |
| BAR Graniteshares Gold Trust | 0.07% | 23,064 | $980K | New |
| CTSH Cognizant Tech Solutions-A | 0.07% | 11,800 | $979K | Add +4.7% |
| ADBE Adobe Inc. | 0.07% | 2,787 | $975K | Add +5.6% |
| MO Altria Group Inc. | 0.07% | 16,809 | $969K | Add +68.9% |
| IYZ iShares US Telecommunication | 0.07% | 28,418 | $963K | New |
| EPD Enterprise Products Partners | 0.07% | 29,960 | $961K | Add +22.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.07% | 26,916 | $956K | New |
| PM Philip Morris International | 0.07% | 5,952 | $955K | Add +48.5% |
| BSJR Invesco Bulletshares 2027 HY | 0.07% | 42,067 | $951K | New |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.07% | 44,735 | $946K | Add +0.2% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.07% | 8,478 | $941K | Add +1.3% |
| BSV Vanguard Short-Term Bond ETF | 0.07% | 11,705 | $922K | New |
| CL Colgate-Palmolive Co. | 0.07% | 11,575 | $915K | Add +10.6% |
| PEP Pepsico Inc. | 0.07% | 6,329 | $908K | Add +58.1% |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 12,197 | $905K | Reduce -1.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 5,011 | $889K | New |
| SO The Southern Co. | 0.06% | 10,157 | $886K | Add +123.7% |
| CAT Caterpillar Inc. | 0.06% | 1,504 | $861K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.06% | 88,886 | $847K | No change |
| APP AppLovin Corp. Class A | 0.06% | 1,239 | $835K | New |
| JMUB JPMorgan Municipal ETF | 0.06% | 16,427 | $830K | New |
| SRLN SS Blackstone Sr Loan ETF | 0.06% | 19,851 | $819K | New |
| RTX RTX Corp. | 0.06% | 4,367 | $801K | New |
| BX Blackstone Inc. | 0.06% | 5,020 | $774K | Add +30.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 14,043 | $769K | Add +73.0% |
| EVTR Eaton Vance Total Return | 0.06% | 14,715 | $758K | New |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 13,233 | $757K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 2,467 | $750K | Reduce -17.5% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.05% | 6,952 | $744K | Reduce -11.6% |
| IWM iShares Russell 2000 ETF | 0.05% | 3,003 | $739K | Add +1.1% |
| DVY iShares Select Dividend ETF | 0.05% | 5,206 | $735K | Add +0.8% |
| IWD iShares Russell 1000 Value E | 0.05% | 3,474 | $731K | Add +25.5% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.05% | 7,950 | $727K | Add +134.7% |
| EW Edwards Lifesciences Corp. | 0.05% | 8,512 | $726K | Reduce -32.3% |
| PGR Progressive Corp. | 0.05% | 3,176 | $723K | Reduce -15.1% |
| IEMG iShares Core MSCI Emerging | 0.05% | 10,670 | $717K | Add +54.1% |
| VCIT Vanguard Int-Term Corporate | 0.05% | 8,482 | $710K | Add +8.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 1,507 | $707K | Add +229.0% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 11,780 | $706K | New |
| ET Energy Transfer LP | 0.05% | 41,142 | $678K | New |
| ZETA Zeta Global Holdings Corp. Class A | 0.05% | 33,234 | $676K | New |
| ROST Ross Stores Inc. | 0.05% | 3,728 | $672K | New |
| VFH Vanguard Financials ETF | 0.05% | 5,013 | $669K | Add +212.1% |
| XLE SS Energy Select Sector | 0.05% | 14,624 | $654K | Add +15.7% |
| CVS CVS Health Corp. | 0.05% | 8,167 | $648K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 2,481 | $640K | New |
| CMI Cummins Inc. | 0.05% | 1,249 | $637K | Add +3.6% |
| UPS United Parcel Service Class B | 0.05% | 6,424 | $637K | New |
| DFUV Dimensional US Marketwide Va | 0.05% | 13,420 | $625K | Reduce -0.9% |
| FLOT iShares Floating Rate Bond E | 0.04% | 12,066 | $614K | Add +1.6% |
| QCOM Qualcomm Inc. | 0.04% | 3,563 | $609K | Add +96.2% |
| GLP Global Partners LP | 0.04% | 14,500 | $607K | Add +45.0% |
| BKLN Invesco Senior Loan ETF | 0.04% | 18,672 | $600K | New |
| AMGN Amgen Inc. | 0.04% | 1,827 | $598K | Add +107.6% |
| HOLX Hologic Inc. | 0.04% | 7,982 | $595K | Add +4.1% |
| SCHX Schwab US Large-Cap ETF | 0.04% | 21,945 | $591K | New |
| LRCX Lam Research Corp. | 0.04% | 3,382 | $579K | Add +10.1% |
| BA The Boeing Co. | 0.04% | 2,647 | $575K | Add +33.4% |
| XLF SS Financial Select Sector | 0.04% | 10,341 | $566K | Add +70.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.04% | 12,946 | $560K | New |
| WFC Wells Fargo & Co. | 0.04% | 5,980 | $557K | Add +41.2% |
| MDY State Street SPDR S&P Midcap | 0.04% | 920 | $555K | Reduce -5.5% |
| ACWI iShares MSCI Acwi ETF | 0.04% | 3,842 | $544K | Add +23.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 6,049 | $541K | Add +59.1% |
| INTU Intuit Inc. | 0.04% | 813 | $538K | Add +110.6% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.04% | 10,616 | $532K | New |
| DBE Invesco DB Energy Fund | 0.04% | 30,291 | $529K | Reduce -42.9% |
| VONE Vanguard Russell 1000 | 0.04% | 1,707 | $528K | New |
| SOLS Solstice Adv Materials Inc. | 0.04% | 10,831 | $526K | Add +1.5% |
| ITM Vaneck Intermediate Muni ETF | 0.04% | 11,038 | $521K | New |
| IBTK iShares Ibonds Dec 2030 Trea | 0.04% | 26,112 | $518K | Add +3.1% |
| SPYI Neos S&P 500 High Income ETF | 0.04% | 9,799 | $515K | New |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.04% | 34,991 | $514K | No change |
| CCJ Cameco Corp. | 0.04% | 5,618 | $514K | Reduce -10.9% |
| PALL Abrdn Physical Palladium SHS | 0.04% | 3,534 | $514K | New |
| GLW Corning Inc. | 0.04% | 5,847 | $512K | Add +4.0% |
| ENB Enbridge Inc. | 0.04% | 10,686 | $511K | New |
| BSJU Invesco Bulletshares 2030 HY | 0.04% | 19,562 | $511K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.04% | 2,272 | $510K | Add +58.7% |
| IBTL iShares Ibonds Dec 2031 Term | 0.04% | 24,808 | $509K | Add +3.2% |
| BSCS Invesco Bulletshares 2028 CB | 0.04% | 24,694 | $509K | New |
| CTVA Corteva Inc. | 0.04% | 7,568 | $507K | Add +6.7% |
| IBTG iShares Ibonds Dec 2026 Term | 0.04% | 22,171 | $507K | Add +32.8% |
| QUAL iShares MSCI USA Quality Fac | 0.04% | 2,499 | $496K | New |
| SLV iShares Silver Trust | 0.04% | 7,665 | $494K | New |
| VRT Vertiv Holdings Co. Class A | 0.04% | 3,039 | $492K | Add +0.2% |
| FVD First Trust Value Line DVD | 0.04% | 10,580 | $488K | Add +0.7% |
| ZION Zions Bancorp NA | 0.04% | 8,307 | $486K | Reduce -18.9% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.04% | 6,533 | $483K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.03% | 7,032 | $481K | Add +27.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 10,725 | $476K | Add +1.2% |
| MDT Medtronic PLC | 0.03% | 4,933 | $474K | New |
| IDV iShares International Select | 0.03% | 11,662 | $460K | Add +18.8% |
| MMM 3M Co. | 0.03% | 2,844 | $455K | Add +1.8% |
| SMH Vaneck Semiconductor ETF | 0.03% | 1,257 | $453K | New |
| ARES Ares Management Corp. Class A | 0.03% | 2,772 | $448K | Reduce -1.9% |
| IWX iShares Russell Top 200 Valu | 0.03% | 4,850 | $446K | New |
| AVTR Avantor Inc. | 0.03% | 38,819 | $445K | Reduce -2.8% |
| MU Micron Technology Inc. | 0.03% | 1,553 | $443K | New |
| DD Dupont DE Nemours Inc. | 0.03% | 10,962 | $441K | Add +50.8% |
| DVYA iShares Asia/Pacific Dividen | 0.03% | 9,920 | $439K | New |
| ETN Eaton Corp. PLC | 0.03% | 1,361 | $434K | New |
| IYR iShares US Real Estate ETF | 0.03% | 4,548 | $427K | New |
| ETHE Grayscale Ethereum Staking E | 0.03% | 17,461 | $426K | Add +7.6% |
| DUOL Duolingo | 0.03% | 2,424 | $425K | New |
| VTC Vanguard Total Corporate BND | 0.03% | 5,415 | $420K | New |
| Q Qnity Electronics Inc. | 0.03% | 5,096 | $416K | Add +40.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.03% | 8,733 | $411K | New |
| CME Cme Group Inc. | 0.03% | 1,503 | $411K | Reduce -12.9% |
| IVLU iShares MSCI International V | 0.03% | 10,779 | $410K | New |
| BLV Vanguard Long-Term Bond ETF | 0.03% | 5,875 | $408K | New |
| MS Morgan Stanley | 0.03% | 2,298 | $408K | Add +11.2% |
| BIV Vanguard Intermediate-Term B | 0.03% | 5,225 | $407K | New |
| FDX FedEx Corp. | 0.03% | 1,399 | $404K | Add +29.7% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 7,495 | $403K | Add +2.4% |
| BBJP JPMorgan Betabuilders Japan | 0.03% | 6,111 | $403K | Add +48.3% |
| STWD Starwood Property Trust Inc. | 0.03% | 22,341 | $402K | Reduce -5.8% |
| COP Conocophillips | 0.03% | 4,284 | $401K | New |
| UNH Unitedhealth Group Inc. | 0.03% | 1,204 | $398K | Add +13.2% |
| IBTM iShares Ibnds Dec 2032 TT | 0.03% | 17,129 | $395K | Reduce -2.8% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.03% | 15,524 | $395K | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.03% | 1,638 | $395K | New |
| KHC The Kraft Heinz Co. | 0.03% | 16,228 | $394K | New |
| DON Wisdomtree US Midcap Dividen | 0.03% | 7,613 | $393K | New |
| ETHA iShares Ethereum Trust ETF | 0.03% | 17,403 | $390K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.03% | 3,421 | $389K | Add +1.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.03% | 3,486 | $384K | Reduce -25.1% |
| VONG Vanguard Russell 1000 Growth | 0.03% | 3,143 | $383K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.03% | 5,195 | $382K | Add +24.6% |
| GBCI Glacier Bancorp Inc. | 0.03% | 8,376 | $369K | New |
| LIN Linde PLC | 0.03% | 853 | $364K | Reduce -1.6% |
| IWN iShares Russell 2000 Value E | 0.03% | 2,002 | $363K | Add +21.3% |
| OKE Oneok Inc. | 0.03% | 4,904 | $360K | New |
| LHX L3HARRIS Technologies Inc. | 0.03% | 1,221 | $358K | New |
| VOOV Vanguard S&P 500 Value ETF | 0.03% | 1,743 | $357K | Reduce -4.3% |
| XLC SS Comm Select Sector SPDR | 0.03% | 3,031 | $357K | New |
| JSCP JPMorgan Short Duration Core | 0.03% | 7,469 | $355K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.03% | 3,305 | $353K | New |
| DIAX Nuveen Dow 30 Dynamic Overwr | 0.03% | 23,000 | $351K | No change |
| FCX Freeport-McMoran Inc. | 0.03% | 6,838 | $347K | Add +2.5% |
| REET iShares Global REIT ETF | 0.03% | 13,845 | $345K | Add +0.5% |
| OMC Omnicom Group | 0.03% | 4,261 | $344K | New |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 7,330 | $344K | New |
| O Realty Income Corp. | 0.02% | 6,088 | $343K | Add +1.2% |
| GD General Dynamics Corp. | 0.02% | 1,019 | $343K | New |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 8,271 | $342K | No change |
| EOG EOG Resources Inc. | 0.02% | 3,203 | $336K | Reduce -49.3% |
| VXF Vanguard Extended Market ETF | 0.02% | 1,603 | $335K | Add +0.3% |
| GM General Motors Co. | 0.02% | 4,105 | $334K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.02% | 5,832 | $331K | Add +19.0% |
| HYGH iShares Int Rate Hedg HY ETF | 0.02% | 3,841 | $331K | No change |
| ETH Grayscale Ethereum Staking M | 0.02% | 11,750 | $330K | Add +9.6% |
| IXC iShares Global Energy ETF | 0.02% | 7,848 | $329K | New |
| DTE DTE Energy Company | 0.02% | 2,539 | $327K | Add +57.0% |
| SCCO Southern Copper Corp. | 0.02% | 2,267 | $325K | New |
| ES Eversource Energy | 0.02% | 4,810 | $324K | New |
| ARTY iShares Future AI & Tech ETF | 0.02% | 6,720 | $324K | New |
| XLY SS Consumer Disc Select Sect | 0.02% | 2,700 | $322K | New |
| SHOP Shopify Inc. Class A | 0.02% | 1,965 | $316K | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 6,105 | $311K | Add +40.6% |
| IWO iShares Russell 2000 Growth | 0.02% | 960 | $310K | Add +32.2% |
| ELA Envela Corp. | 0.02% | 23,070 | $309K | New |
| SYY Sysco Corp. | 0.02% | 4,185 | $308K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.02% | 13,175 | $308K | New |
| IBKR Interactive Brokers Gro Class A | 0.02% | 4,755 | $306K | New |
| FLTR Vaneck Ig Floating Rate ETF | 0.02% | 12,000 | $306K | No change |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.02% | 7,976 | $304K | Add +2.9% |
| FXY Invesco Currencyshares Japan | 0.02% | 5,187 | $304K | Add +1.6% |
| NKE Nike Inc. Class B | 0.02% | 4,769 | $304K | New |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 2,177 | $303K | Add +8.5% |
| PZA Invesco National Amt-Free Mu | 0.02% | 13,032 | $302K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.02% | 10,173 | $298K | Add +1.7% |
| BTI British American Tob-SP ADR | 0.02% | 5,149 | $292K | New |
| TD Toronto-Dominion Bank | 0.02% | 3,081 | $290K | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.02% | 1,656 | $287K | New |
| VHT Vanguard Health Care ETF | 0.02% | 995 | $287K | New |
| XLI SS Industrial Select Sector | 0.02% | 1,829 | $284K | New |
| AFG American Financial Group Inc. | 0.02% | 2,066 | $282K | Add +7.6% |
| IYW iShares Ustechnology ETF | 0.02% | 1,405 | $281K | New |
| MET Metlife Inc. | 0.02% | 3,468 | $274K | New |
| SEIC Sei Investments Company | 0.02% | 3,336 | $274K | Add +11.7% |
| EVRG Evergy Inc. | 0.02% | 3,770 | $273K | Reduce -0.2% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.02% | 7,852 | $272K | New |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 1,418 | $272K | Add +32.0% |
| PPA Invesco Aerospace & Defense | 0.02% | 1,711 | $268K | New |
| BTC Grayscale Bitcoin Mini ETF | 0.02% | 6,880 | $266K | Add +29.1% |
| XLV SS Health Care Select Sector | 0.02% | 1,718 | $266K | New |
| ATO Atmos Energy Corp. | 0.02% | 1,576 | $264K | New |
| XLP SS Consumer Staples Sel Sect | 0.02% | 3,401 | $264K | Reduce -17.3% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.02% | 4,951 | $261K | New |
| INDH Wisdomtree India Hedg Eq | 0.02% | 6,153 | $261K | Add +5.3% |
| QHY Wisdomtree US High Yield Cor | 0.02% | 5,577 | $259K | New |
| SCHV Schwab US Large-Cap Value | 0.02% | 8,689 | $257K | New |
| DOW Dow Inc. | 0.02% | 10,979 | $257K | New |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.02% | 9,980 | $255K | Add +0.7% |
| QCLN First Trust Nasdaq Clean Edg | 0.02% | 5,681 | $253K | Add +1.1% |
| CLX Clorox Company | 0.02% | 2,482 | $250K | New |
| SPG Simon Property Group Inc. | 0.02% | 1,331 | $246K | Add +13.4% |
| PCYO Pure Cycle Corp. | 0.02% | 22,300 | $245K | No change |
| USB US Bancorp | 0.02% | 4,590 | $245K | New |
| BUCK Simplify Treasury Option Inc. | 0.02% | 10,332 | $245K | New |
| KMI Kinder Morgan Inc. | 0.02% | 8,888 | $244K | New |
| EEM iShares MSCI Emerging Market | 0.02% | 4,451 | $244K | Add +1.2% |
| SSNC Ss&c Technologies Holdings | 0.02% | 2,670 | $233K | New |
| ASX Ase Technology Holding -ADR | 0.02% | 14,341 | $231K | Add +3.2% |
| OMF Onemain Holdings Inc. | 0.02% | 3,414 | $231K | Reduce -5.4% |
| AM Antero Midstream Corp. | 0.02% | 12,865 | $229K | Reduce -2.9% |
| SF Stifel Financial Corp. | 0.02% | 1,818 | $228K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 2,981 | $227K | New |
| HYD Vaneck High Yield Muni ETF | 0.02% | 4,429 | $226K | New |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 1,331 | $226K | New |
| ISRG Intuitive Surgical Inc. | 0.02% | 397 | $225K | New |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 1,626 | $223K | Add +7.0% |
| JHG Janus Henderson Group PLC | 0.02% | 4,571 | $217K | Reduce -0.2% |
| CAH Cardinal Health Inc. | 0.02% | 1,056 | $217K | New |
| D Dominion Energy Inc. | 0.02% | 3,699 | $217K | Reduce -5.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 1,886 | $215K | New |
| FFIC Flushing Financial Corp. | 0.02% | 13,961 | $212K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 16,088 | $211K | Add +50.2% |
| PYPL PayPal Holdings Inc. | 0.02% | 3,564 | $208K | Add +6.8% |
| VLUE iShares MSCI USA Value Facto | 0.02% | 1,521 | $208K | New |
| BG Bunge Global SA | 0.01% | 2,327 | $207K | New |
| GEV GE Vernova Inc. | 0.01% | 317 | $207K | New |
| FBND Fidelity Total Bond ETF | 0.01% | 4,469 | $206K | New |
| NEE Nextera Energy Inc. | 0.01% | 2,544 | $204K | New |
| OTF Blue Owl Technology Finance | 0.01% | 13,913 | $202K | New |
| AMAT Applied Materials Inc. | 0.01% | 787 | $202K | New |
| GSIE Goldman Sachs Activebeta Int | 0.01% | 4,664 | $200K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.01% | 10,509 | $167K | New |
| AUID Authid Inc. | 0.01% | 173,302 | $152K | No change |
| UMC United Microelectron-SP ADR | 0.01% | 14,948 | $117K | Add +3.0% |
| HLN Haleon PLC-ADR | 0.01% | 10,996 | $111K | New |
| MLCO Melco Resorts & Entert-ADR | 0.01% | 12,000 | $91K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 17,769 | $89K | Reduce -53.2% |
| UAMY United States Antimony Corp. | 0.01% | 16,939 | $85K | Add +12.9% |
| ABEV Ambev SA-ADR | 0.01% | 33,174 | $82K | New |
| FATE Fate Therapeutics Inc. | 0.01% | 70,439 | $69K | No change |
| WIT Wipro Ltd.-ADR | 0.00% | 16,756 | $48K | Add +27.4% |
| PFSA Profusa Inc. | 0.00% | 149,092 | $16K | No change |