| SPYV SS SPDR P S&P 500 Value ETF | 8.50% | 1,837,787 | $104.0M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.91% | 137,402 | $60.0M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 4.74% | 858,271 | $58.0M | Add +5.3% |
| IEMG iShares Core MSCI Emerging | 3.31% | 579,438 | $40.4M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 3.24% | 318,491 | $39.6M | Add +3.7% |
| TPYP Tortoise North American Pipe | 2.95% | 850,210 | $36.0M | Reduce -1.2% |
| AAPL Apple Inc. | 2.87% | 138,089 | $35.0M | Reduce -6.1% |
| FPE FT-Preferred Secur & Inc. ETF | 2.74% | 1,885,667 | $33.5M | Add +5.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.29% | 505,220 | $28.0M | Add +8.1% |
| IYF iShares US Financials ETF | 1.99% | 206,631 | $24.3M | Add +3.0% |
| IBIT iShares Bitcoin Trust ETF | 1.98% | 630,574 | $24.2M | Add +104.8% |
| JCPB JPMorgan Core Plus Bond ETF | 1.90% | 493,777 | $23.2M | Add +17.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.42% | 26,793 | $17.4M | Add +1.8% |
| IYR iShares US Real Estate ETF | 1.36% | 175,501 | $16.6M | Add +5.8% |
| JPIE JPMorgan Income ETF | 1.35% | 358,045 | $16.5M | Add +6.7% |
| JPM JPMorgan Chase & Co. | 1.31% | 54,581 | $16.1M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 1.26% | 73,901 | $15.4M | Reduce -3.1% |
| GSAT Globalstar Inc. | 1.24% | 229,086 | $15.2M | Add +0.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.17% | 146,169 | $14.3M | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 1.17% | 252,099 | $14.3M | Reduce -1.3% |
| JHMD John Hancock MF Dev Intl ETF | 1.14% | 329,651 | $14.0M | Add +1.4% |
| JMUB JPMorgan Municipal ETF | 1.13% | 277,004 | $13.8M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 1.05% | 237,926 | $12.9M | Add +6.4% |
| AVDV Avantis Intl S/C Value ETF | 0.97% | 118,811 | $11.9M | Add +5.6% |
| GOOGL Alphabet Inc. Class A | 0.95% | 40,578 | $11.7M | Reduce -1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.93% | 143,076 | $11.3M | Add +7.7% |
| VOO Vanguard S&P 500 ETF | 0.92% | 18,771 | $11.2M | Add +4.1% |
| MSFT Microsoft Corp. | 0.90% | 29,703 | $11.0M | Reduce -10.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.85% | 245,102 | $10.4M | Add +3.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.82% | 110,266 | $10.1M | Reduce -1.4% |
| FMNY First Trust NY Muni High Inc. | 0.79% | 365,614 | $9.7M | Add +11.1% |
| UTG Reaves Utility Income Fund | 0.74% | 230,239 | $9.0M | Reduce -0.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.73% | 21,894 | $8.9M | Reduce -0.2% |
| VTIP Vanguard Short-Term Tips | 0.73% | 178,403 | $8.9M | Add +9.2% |
| NVDA Nvidia Corp. | 0.71% | 50,106 | $8.7M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.70% | 50,354 | $8.5M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 14,705 | $8.5M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.68% | 29,057 | $8.3M | Reduce -0.8% |
| TSLA Tesla Inc. | 0.68% | 22,232 | $8.3M | Reduce -2.6% |
| DIVO Amplify CWP Enhan Divid ETF | 0.67% | 183,508 | $8.2M | Add +4.6% |
| XLE SS Energy Select Sector | 0.63% | 125,092 | $7.7M | Reduce -2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.60% | 37,958 | $7.3M | Reduce -4.1% |
| VGK Vanguard Ftse Europe ETF | 0.54% | 80,449 | $6.6M | Add +4.3% |
| META Meta Platforms Inc. Class A | 0.53% | 11,400 | $6.5M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 12,904 | $6.2M | Reduce -8.1% |
| XLI SS Industrial Select Sector | 0.50% | 38,161 | $6.2M | Reduce -12.9% |
| VGT Vanguard Info Tech ETF | 0.50% | 8,806 | $6.1M | Reduce -11.3% |
| IVV iShares Core S&P 500 ETF | 0.49% | 9,241 | $6.0M | Add +0.9% |
| LLY Eli Lilly & Co. | 0.49% | 6,516 | $6.0M | Reduce -2.7% |
| AVGO Broadcom Inc. | 0.49% | 19,318 | $6.0M | Reduce -3.8% |
| QDF NT Qual Div ETF | 0.43% | 66,481 | $5.3M | Add +0.2% |
| CGGR Cap Group Growth Equity | 0.42% | 126,889 | $5.1M | Add +8.9% |
| XLV SS Health Care Select Sector | 0.41% | 33,811 | $5.0M | Reduce -14.1% |
| V Visa Inc. Class A | 0.39% | 15,597 | $4.7M | Reduce -8.2% |
| JNJ Johnson & Johnson | 0.36% | 17,862 | $4.4M | Reduce -7.3% |
| PANW Palo Alto Networks Inc. | 0.35% | 27,041 | $4.3M | Reduce -0.4% |
| FMB First Trust Managed Municipa | 0.35% | 84,022 | $4.3M | Reduce -0.3% |
| GDX Vaneck Gold Miners ETF | 0.34% | 45,099 | $4.1M | Add +11.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 15,700 | $4.1M | Reduce -3.3% |
| LRCX Lam Research Corp. | 0.33% | 18,947 | $4.0M | Reduce -17.2% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 26,618 | $3.9M | Add +2.0% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 60,416 | $3.9M | Add +21.2% |
| SOXX iShares Semiconductor ETF | 0.32% | 11,721 | $3.9M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 19,418 | $3.8M | Reduce -5.0% |
| IVE iShares S&P 500 Value ETF | 0.31% | 17,701 | $3.7M | Reduce -15.1% |
| GS Goldman Sachs Group Inc. | 0.29% | 4,262 | $3.6M | Reduce -0.7% |
| CVX Chevron Corp. | 0.28% | 16,786 | $3.5M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 0.28% | 5,629 | $3.4M | Add +0.4% |
| XLK SS Technology Select Sector | 0.28% | 25,341 | $3.4M | Reduce -36.1% |
| KYN Kayne Anderson Energy Infra | 0.28% | 235,520 | $3.4M | Reduce -0.0% |
| IWD iShares Russell 1000 Value E | 0.27% | 15,274 | $3.3M | Reduce -3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 11,212 | $3.2M | Reduce -1.9% |
| PAVE Global X US Infrastructure | 0.26% | 62,123 | $3.2M | Add +6.5% |
| WMT Walmart Inc. | 0.26% | 25,354 | $3.2M | Reduce -12.9% |
| GLD SPDR Gold Shares | 0.26% | 7,268 | $3.1M | Reduce -2.4% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 27,196 | $3.1M | Reduce -23.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 66,207 | $3.0M | Reduce -3.0% |
| RAAX Vaneck Real Assets ETF | 0.24% | 72,097 | $2.9M | Add +49.1% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 5,949 | $2.9M | Add +0.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.22% | 22,923 | $2.7M | Reduce -25.6% |
| BA The Boeing Co. | 0.22% | 13,578 | $2.7M | Reduce -4.0% |
| NYF iShares New York Muni Bond E | 0.22% | 50,302 | $2.7M | Reduce -13.5% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 84,695 | $2.6M | Add +120.2% |
| XLP SS Consumer Staples Sel Sect | 0.21% | 30,603 | $2.5M | Reduce -0.3% |
| BX Blackstone Inc. | 0.20% | 21,771 | $2.5M | Reduce -0.8% |
| EPD Enterprise Products Partners | 0.20% | 63,606 | $2.4M | Add +4.3% |
| HON Honeywell International Inc. | 0.20% | 10,604 | $2.4M | Add +3.6% |
| DVY iShares Select Dividend ETF | 0.20% | 15,823 | $2.4M | Add +0.7% |
| CAT Caterpillar Inc. | 0.19% | 3,342 | $2.4M | Reduce -8.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 9,109 | $2.3M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.19% | 5,308 | $2.3M | Reduce -6.9% |
| NFLX Netflix Inc. | 0.18% | 23,300 | $2.2M | Add +4.5% |
| CGCP Cap Group Core Plus Income | 0.18% | 99,267 | $2.2M | Add +21.7% |
| SMH Vaneck Semiconductor ETF | 0.18% | 5,660 | $2.2M | Add +0.3% |
| FCAL First Trust California Munic | 0.18% | 44,242 | $2.2M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 21,843 | $2.1M | Reduce -4.8% |
| KNRG Smplfy KYN Andr En & Infr CR filed as SIMPLIFY EXCHANGE TRADED FUN | 0.17% | 81,991 | $2.1M | New |
| HEDG Equable Shares HDG Eqty ETF | 0.17% | 70,450 | $2.0M | Reduce -0.4% |
| HD Home Depot Inc. | 0.16% | 6,058 | $2.0M | Reduce -12.0% |
| PEP Pepsico Inc. | 0.16% | 12,708 | $2.0M | Add +0.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.16% | 38,581 | $1.9M | Reduce -68.0% |
| MCD McDonald's Corp. | 0.16% | 6,243 | $1.9M | Reduce -7.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 8,850 | $1.9M | Reduce -3.8% |
| EEM iShares MSCI Emerging Market | 0.15% | 32,500 | $1.8M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 0.15% | 1,807 | $1.8M | Add +0.3% |
| KBWB Invesco KBW Bank ETF | 0.15% | 22,716 | $1.8M | Add +3.0% |
| IYW iShares Ustechnology ETF | 0.15% | 9,820 | $1.8M | Reduce -8.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 5,390 | $1.7M | Reduce -19.5% |
| RTX RTX Corp. | 0.14% | 8,800 | $1.7M | Reduce -12.2% |
| MS Morgan Stanley | 0.13% | 9,840 | $1.6M | Reduce -15.0% |
| XLC SS Comm Select Sector SPDR | 0.13% | 14,436 | $1.6M | Reduce -22.5% |
| GLW Corning Inc. | 0.13% | 11,680 | $1.6M | Add +2.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.13% | 6,543 | $1.6M | Reduce -2.7% |
| AXON Axon Enterprise Inc. | 0.13% | 3,606 | $1.5M | Add +1.9% |
| JHMM John Hancock Multi Fact Mid | 0.13% | 22,783 | $1.5M | Reduce -0.2% |
| WMB Williams Cos Inc. | 0.12% | 20,979 | $1.5M | Reduce -4.6% |
| UNH Unitedhealth Group Inc. | 0.12% | 5,632 | $1.5M | Reduce -10.7% |
| VFH Vanguard Financials ETF | 0.12% | 12,353 | $1.5M | Add +0.1% |
| ABBV Abbvie Inc. | 0.12% | 6,794 | $1.5M | Add +0.8% |
| USXF iShares ESG Advance MSCI USA | 0.12% | 26,493 | $1.5M | Reduce -4.8% |
| AXP American Express Co. | 0.12% | 4,785 | $1.4M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.12% | 5,944 | $1.4M | Reduce -0.3% |
| XLF SS Financial Select Sector | 0.12% | 29,207 | $1.4M | Reduce -53.0% |
| XLY SS Consumer Disc Select Sect | 0.12% | 13,167 | $1.4M | Reduce -29.4% |
| BABA Alibaba Group Holding-SP ADR | 0.11% | 11,189 | $1.4M | Reduce -1.0% |
| EIPI FT Energy Income ETF | 0.11% | 60,814 | $1.4M | Reduce -2.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 21,307 | $1.3M | Add +2.0% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 45,736 | $1.3M | Reduce -76.7% |
| IBB iShares Biotechnology ETF | 0.11% | 7,792 | $1.3M | Add +16.9% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 8,802 | $1.3M | Add +0.5% |
| PDBC Invesco Optimum Yield Divers | 0.10% | 70,489 | $1.2M | Reduce -0.1% |
| WM Waste Management Inc. | 0.10% | 5,211 | $1.2M | Add +7.2% |
| PGF Invesco Financial Preferred | 0.10% | 86,405 | $1.2M | Add +1.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 6,418 | $1.2M | Add +4.0% |
| HMOP Hartford Municipal Opp ETF | 0.09% | 29,817 | $1.2M | Reduce -0.4% |
| TEVA Teva Pharmaceutical-SP ADR | 0.09% | 38,084 | $1.1M | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 23,512 | $1.1M | Reduce -13.8% |
| LXP LXP Industrial Trust | 0.09% | 24,717 | $1.1M | Add +2.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.09% | 78,980 | $1.1M | Add +0.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.09% | 14,285 | $1.1M | Reduce -1.5% |
| DGRO iShares Core Dividend Growth | 0.09% | 15,875 | $1.1M | Reduce -9.6% |
| ORCL Oracle Corp. | 0.09% | 7,390 | $1.1M | Reduce -16.4% |
| PHYS Sprott Physical Gold Trust | 0.09% | 30,261 | $1.1M | New |
| VNQ Vanguard Real Estate ETF | 0.09% | 12,018 | $1.1M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,656 | $1.0M | Add +1.0% |
| EMLP First Trust North American E | 0.08% | 23,674 | $1.0M | Reduce -0.0% |
| BDYN iShares DYN Act ETF | 0.08% | 42,358 | $1.0M | Reduce -83.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.08% | 2,188 | $1.0M | Reduce -0.1% |
| IMNM Immunome Inc. | 0.08% | 45,759 | $1.0M | No change |
| PM Philip Morris International | 0.08% | 5,945 | $983K | Reduce -14.6% |
| USFR Wisdomtree Floating Rate Tre | 0.08% | 19,503 | $982K | Reduce -74.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 2,505 | $978K | Add +2.2% |
| KO The Coca-Cola Co. | 0.08% | 12,586 | $957K | Reduce -12.4% |
| FTHY First Trust Hi YLD Opp 2027 | 0.08% | 69,389 | $939K | Reduce -16.8% |
| XLRE SS Real Estate Select Sector | 0.08% | 22,888 | $935K | Reduce -3.3% |
| FPEI First Trust Institutional PR | 0.08% | 48,332 | $918K | Reduce -5.1% |
| XVV iShares ESG Select Screened | 0.07% | 18,399 | $906K | Reduce -5.8% |
| SPOT Spotify Technology SA | 0.07% | 1,861 | $902K | Reduce -47.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.07% | 12,277 | $898K | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.07% | 7,376 | $887K | Reduce -22.2% |
| PFE Pfizer Inc. | 0.07% | 30,940 | $869K | Reduce -24.7% |
| CSCO Cisco Systems Inc. | 0.07% | 11,002 | $854K | Reduce -22.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 9,034 | $818K | Reduce -60.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,353 | $813K | Reduce -5.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.07% | 14,849 | $811K | Reduce -0.8% |
| GEV GE Vernova Inc. | 0.07% | 917 | $801K | Add +2.1% |
| SCHB Schwab US Broad Market ETF | 0.07% | 31,735 | $797K | Add +10.4% |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 3,703 | $796K | Add +0.3% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.06% | 10,524 | $794K | Reduce -1.4% |
| IAU iShares Gold Trust | 0.06% | 9,006 | $794K | Add +38.9% |
| T AT&T Inc. | 0.06% | 26,941 | $781K | Reduce -1.6% |
| FPF First TR Interm Dur & Inc. | 0.06% | 42,937 | $757K | Reduce -18.8% |
| NKE Nike Inc. Class B | 0.06% | 14,236 | $752K | Add +2.3% |
| AIQ Global X Art Intel & Tech | 0.06% | 15,950 | $744K | Add +3.7% |
| DE Deere & Co. | 0.06% | 1,306 | $735K | Add +6.6% |
| VRT Vertiv Holdings Co. Class A | 0.06% | 2,903 | $727K | Add +17.0% |
| ED Consolidated Edison Inc. | 0.06% | 6,409 | $725K | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $718K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 2,360 | $713K | Reduce -2.4% |
| MA Mastercard Inc. Class A | 0.06% | 1,415 | $707K | Reduce -2.8% |
| MU Micron Technology Inc. | 0.06% | 2,092 | $707K | Reduce -3.1% |
| BITB Bitwise Bitcoin ETF | 0.06% | 18,834 | $693K | Reduce -94.0% |
| PNC PNC Financial Services Group | 0.06% | 3,298 | $686K | Add +4.9% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 5,305 | $680K | Reduce -11.2% |
| ET Energy Transfer LP | 0.06% | 35,117 | $678K | Add +12.8% |
| FICO Fair Isaac Corp. | 0.05% | 629 | $671K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 4,201 | $671K | Reduce -6.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 9,747 | $667K | Add +60.9% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.05% | 15,258 | $664K | Reduce -1.5% |
| IWN iShares Russell 2000 Value E | 0.05% | 3,481 | $660K | Reduce -13.6% |
| VOOV Vanguard S&P 500 Value ETF | 0.05% | 3,134 | $639K | Add +0.5% |
| UBER Uber Technologies Inc. | 0.05% | 8,864 | $638K | Add +3.0% |
| NEE Nextera Energy Inc. | 0.05% | 6,776 | $629K | Reduce -17.8% |
| FTGC First Trust Global Tactical | 0.05% | 21,817 | $626K | Add +0.1% |
| BDVL iShares DV Equity Active ETF | 0.05% | 25,317 | $624K | Reduce -81.2% |
| DFAC Dimensional US Core Equity 2 | 0.05% | 15,979 | $621K | Add +0.1% |
| SPHD Invesco S&P 500 High Dividen | 0.05% | 12,388 | $615K | Add +1.2% |
| ITA iShares U.S. Aerospace & Def | 0.05% | 2,797 | $612K | Add +55.5% |
| PG The Procter & Gamble Co. | 0.05% | 4,231 | $611K | Reduce -2.9% |
| LVHI Franklin International Low V | 0.05% | 14,910 | $604K | Add +4.7% |
| WFC Wells Fargo & Co. | 0.05% | 7,287 | $580K | Reduce -1.5% |
| ACWI iShares MSCI Acwi ETF | 0.05% | 4,180 | $578K | Add +2.4% |
| BND Vanguard Total Bond Market | 0.05% | 7,792 | $574K | Add +35.0% |
| VXUS Vanguard Total Intl Stock | 0.05% | 7,296 | $563K | Add +9.1% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.05% | 12,289 | $558K | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.05% | 2,350 | $555K | Reduce -5.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.05% | 4,564 | $553K | Reduce -10.6% |
| URI United Rentals Inc. | 0.05% | 757 | $552K | Add +22.3% |
| RY Royal Bank of Canada | 0.04% | 3,402 | $550K | Reduce -5.0% |
| COPX Global X Copper Miners ETF | 0.04% | 7,177 | $548K | New |
| IWM iShares Russell 2000 ETF | 0.04% | 2,202 | $546K | Add +9.9% |
| MPLX MPLX LP | 0.04% | 9,558 | $545K | Add +85.8% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.04% | 23,644 | $543K | New |
| OPER Clearshares Ultra-Short Matu | 0.04% | 5,415 | $542K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 5,359 | $521K | Reduce -20.7% |
| HOOD Robinhood Markets Inc. Class A | 0.04% | 7,502 | $520K | Reduce -5.9% |
| IYE iShares U.S. Energy ETF | 0.04% | 7,996 | $518K | No change |
| TT Trane Technologies PLC | 0.04% | 1,243 | $518K | Reduce -0.2% |
| IUSG iShares Core S&P U.S. Growth | 0.04% | 3,327 | $516K | Add +4.0% |
| C Citigroup Inc. | 0.04% | 4,522 | $513K | Reduce -29.7% |
| PSX Phillips 66 | 0.04% | 2,810 | $512K | Reduce -10.8% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 3,448 | $503K | Add +4.4% |
| AMGN Amgen Inc. | 0.04% | 1,425 | $501K | Reduce -17.4% |
| LITE Lumentum Holdings Inc. | 0.04% | 713 | $501K | Reduce -4.4% |
| INTU Intuit Inc. | 0.04% | 1,155 | $499K | Reduce -6.8% |
| CRWV Coreweave Inc. Class A | 0.04% | 6,414 | $497K | Add +14.3% |
| KWEB Kranesh Csi China Internet | 0.04% | 17,216 | $489K | Add +8.3% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.04% | 21,425 | $486K | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.04% | 2,513 | $482K | Reduce -62.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 5,767 | $476K | Reduce -80.5% |
| CCJ Cameco Corp. | 0.04% | 4,331 | $470K | Add +35.2% |
| AVUS Avantis U.S. Equity ETF | 0.04% | 4,214 | $468K | Reduce -77.8% |
| XRNPX Cohen & Steers REIT and Pref | 0.04% | 23,158 | $458K | Reduce -18.7% |
| KBE SS SPDR S&P Bank ETF | 0.04% | 7,679 | $457K | Add +0.1% |
| SLV iShares Silver Trust | 0.04% | 6,682 | $455K | Add +26.6% |
| SHW The Sherwin-Williams Co. | 0.04% | 1,404 | $450K | Reduce -13.4% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.04% | 6,412 | $444K | Add +0.0% |
| TTE Totalenergies SE | 0.04% | 4,756 | $433K | Add +5.6% |
| QCOM Qualcomm Inc. | 0.04% | 3,324 | $428K | Reduce -16.7% |
| NOW ServiceNow Inc. | 0.04% | 4,092 | $428K | Add +35.3% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 2,782 | $425K | Reduce -1.2% |
| SBUX Starbucks Corp. | 0.03% | 4,709 | $422K | Reduce -42.3% |
| GCAL Dynamic California Muni ETF | 0.03% | 8,315 | $421K | Reduce -50.2% |
| TPR Tapestry Inc. | 0.03% | 2,958 | $417K | Reduce -0.2% |
| ARCC Ares Capital Corp. | 0.03% | 22,710 | $409K | Add +2.7% |
| EOG EOG Resources Inc. | 0.03% | 2,830 | $409K | Reduce -0.7% |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 2,877 | $407K | Reduce -21.4% |
| JHSC John Hancock Multi Small Cap | 0.03% | 9,471 | $406K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 4,134 | $402K | Add +0.2% |
| PFFA Virtus Infracap US Pref STCK | 0.03% | 19,613 | $399K | Reduce -5.8% |
| GLTR Abrdn Precious Metals Basket | 0.03% | 1,825 | $399K | Add +32.7% |
| EQT Eqt Corp. | 0.03% | 6,238 | $397K | Reduce -11.1% |
| LEU Centrus Energy Corp. Class A | 0.03% | 2,250 | $391K | No change |
| MO Altria Group Inc. | 0.03% | 5,890 | $389K | Reduce -1.8% |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 2,633 | $384K | Add +1.7% |
| OEF iShares S&P 100 ETF | 0.03% | 1,204 | $383K | Reduce -54.0% |
| IYM iShares U.S. Basic Materials | 0.03% | 2,161 | $380K | Add +6.2% |
| KMI Kinder Morgan Inc. | 0.03% | 11,331 | $380K | Reduce -19.8% |
| AVAV Aerovironment Inc. | 0.03% | 2,073 | $379K | Reduce -8.6% |
| VLUE iShares MSCI USA Value Facto | 0.03% | 2,660 | $378K | New |
| BLK BlackRock Inc. | 0.03% | 390 | $375K | Reduce -30.4% |
| ABT Abbott Laboratories | 0.03% | 3,649 | $375K | Reduce -9.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.03% | 7,507 | $375K | Reduce -40.8% |
| REFI Chicago Atlantic Real Estate | 0.03% | 32,732 | $371K | Add +0.3% |
| HYT BlackRock Corp. Hi YLD | 0.03% | 43,469 | $370K | New |
| AZN Astrazeneca PLC | 0.03% | 1,877 | $370K | Reduce -2.3% |
| FCX Freeport-McMoran Inc. | 0.03% | 6,237 | $367K | Reduce -22.7% |
| ETN Eaton Corp. PLC | 0.03% | 1,019 | $364K | Add +49.9% |
| ISRG Intuitive Surgical Inc. | 0.03% | 768 | $354K | Reduce -8.2% |
| MUB iShares National Muni Bond E | 0.03% | 3,334 | $354K | Reduce -57.7% |
| NUE Nucor Corp. | 0.03% | 2,028 | $343K | Add +0.2% |
| AMD Advanced Micro Devices | 0.03% | 1,675 | $341K | Add +18.5% |
| AGNC AGNC Investment Corp. | 0.03% | 33,542 | $336K | Reduce -1.0% |
| MSTR Strategy Inc. | 0.03% | 2,671 | $333K | No change |
| GM General Motors Co. | 0.03% | 4,474 | $333K | Add +44.3% |
| IWO iShares Russell 2000 Growth | 0.03% | 1,055 | $331K | Add +1.8% |
| FBRT Franklin BSP Realty Trust Inc. | 0.03% | 38,416 | $326K | No change |
| NOC Northrop Grumman Corp. | 0.03% | 477 | $325K | Reduce -0.6% |
| INTC Intel Corp. | 0.03% | 7,369 | $325K | Reduce -16.1% |
| SPYI Neos S&P 500 High Income ETF | 0.03% | 6,539 | $323K | Add +11.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 933 | $315K | Reduce -4.0% |
| TXN Texas Instruments Inc. | 0.03% | 1,618 | $314K | Add +0.5% |
| IFRA iShares US Infrastructure | 0.03% | 5,470 | $313K | Reduce -0.2% |
| IDV iShares International Select | 0.03% | 7,343 | $313K | Add +22.7% |
| IVOL Quadratic Int Rte Vol Infl H | 0.03% | 16,692 | $312K | Reduce -0.1% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.03% | 2,295 | $311K | Reduce -2.0% |
| IEUR iShares Core MSCI Europe ETF | 0.03% | 4,380 | $308K | Reduce -81.8% |
| MAR Marriott International Class A | 0.02% | 933 | $305K | Reduce -35.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.02% | 5,771 | $304K | Add +5.8% |
| KTOS Kratos Defense & Security | 0.02% | 4,305 | $304K | New |
| ENB Enbridge Inc. | 0.02% | 5,576 | $302K | Add +0.1% |
| CELC Celcuity Inc. | 0.02% | 2,639 | $301K | No change |
| BMY Bristol-Myers Squibb Co. | 0.02% | 4,960 | $301K | Reduce -33.4% |
| NIC Nicolet Bankshares Inc. | 0.02% | 1,987 | $295K | New |
| EQIX Equinix Inc. | 0.02% | 299 | $293K | Add +1.0% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.02% | 5,844 | $290K | Reduce -0.4% |
| NVDL Granitesh 2X LNG Nvda ETF | 0.02% | 4,000 | $290K | No change |
| AVDE Avantis International Equity | 0.02% | 3,402 | $289K | Reduce -79.6% |
| PAA Plains All Amer Pipeline LP | 0.02% | 12,921 | $289K | Reduce -13.0% |
| TRV The Travelers Cos Inc. | 0.02% | 988 | $288K | Reduce -7.8% |
| VZ Verizon Communications Inc. | 0.02% | 5,598 | $281K | Reduce -34.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.02% | 2,527 | $279K | Add +24.7% |
| MPC Marathon Petroleum Corp. | 0.02% | 1,129 | $276K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 2,500 | $272K | Reduce -74.0% |
| XHB SS SPDR S&P Homebldrs ETF | 0.02% | 2,750 | $272K | Reduce -2.1% |
| NLY Annaly Capital Management Inc. | 0.02% | 12,747 | $270K | Add +18.8% |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 2,027 | $268K | Reduce -2.7% |
| THO Thor Industries Inc. | 0.02% | 3,332 | $266K | Add +0.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.02% | 5,114 | $263K | New |
| GUNR NT Mstar GLBL NR ETF | 0.02% | 4,725 | $261K | Add +0.4% |
| KRE SS SPDR S&P Regional Bank | 0.02% | 3,997 | $260K | Add +4.5% |
| GBDC Golub Capital BDC Inc. | 0.02% | 20,465 | $259K | Reduce -36.8% |
| XLB SS Materials Select Sector | 0.02% | 5,176 | $259K | No change |
| EMR Emerson Electric Co. | 0.02% | 1,957 | $256K | Reduce -8.1% |
| PEG Public Service Enterprise GP | 0.02% | 3,084 | $250K | Reduce -2.0% |
| W Wayfair Inc. Class A | 0.02% | 3,301 | $248K | Reduce -0.1% |
| LYV Live Nation Entertainment Inc. | 0.02% | 1,627 | $248K | Reduce -1.6% |
| TLT iShares 20+ Year Treasury BD | 0.02% | 2,851 | $247K | Reduce -18.1% |
| AMAT Applied Materials Inc. | 0.02% | 721 | $246K | New |
| TMUS T-Mobile US Inc. | 0.02% | 1,166 | $245K | Reduce -1.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 2,056 | $244K | Add +5.0% |
| CCB Coastal Financial Corp. | 0.02% | 3,152 | $240K | Reduce -24.1% |
| WES Western Midstream Partners L | 0.02% | 5,817 | $239K | New |
| DB Deutsche Bank AG-Registered | 0.02% | 8,028 | $239K | Reduce -11.3% |
| CLOI Vaneck Clo ETF | 0.02% | 4,534 | $239K | New |
| BHST Bioharvest Sciences Inc. | 0.02% | 55,000 | $239K | No change |
| COF Capital One Financial Corp. | 0.02% | 1,290 | $235K | Reduce -29.4% |
| GMUB GS Municipal Income ETF | 0.02% | 4,603 | $235K | Reduce -57.9% |
| ARES Ares Management Corp. Class A | 0.02% | 2,128 | $232K | New |
| BDX Becton Dickinson and Co. | 0.02% | 1,465 | $230K | Add +0.6% |
| VLO Valero Energy Corp. | 0.02% | 930 | $230K | New |
| PRU Prudential Financial Inc. | 0.02% | 2,347 | $229K | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.02% | 2,302 | $228K | Reduce -45.0% |
| GDXJ Vaneck Junior Gold Miners | 0.02% | 1,870 | $224K | No change |
| SCHF Schwab Intl Equity ETF | 0.02% | 9,064 | $224K | New |
| NOBL Proshares S&P 500 Dividend A | 0.02% | 2,103 | $223K | Add +0.4% |
| IXUS iShares Core Intl Stock ETF | 0.02% | 2,569 | $223K | Reduce -52.1% |
| SNDL SNDL Inc. | 0.02% | 168,246 | $222K | Add +13.5% |
| MDY State Street SPDR S&P Midcap | 0.02% | 359 | $222K | No change |
| CNBS Amplify Seymour Cannabis ETF | 0.02% | 10,027 | $221K | No change |
| GWW WW Grainger Inc. | 0.02% | 200 | $218K | No change |
| OKE Oneok Inc. | 0.02% | 2,405 | $217K | Reduce -36.9% |
| SHOP Shopify Inc. Class A | 0.02% | 1,830 | $217K | Reduce -66.3% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 3,760 | $217K | Reduce -17.0% |
| INTF iShares International Equity | 0.02% | 5,514 | $215K | New |
| TEM Tempus AI Inc. Class A | 0.02% | 4,735 | $214K | New |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,351 | $212K | Reduce -1.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.02% | 3,622 | $211K | Reduce -81.6% |
| CME Cme Group Inc. | 0.02% | 713 | $210K | Reduce -14.1% |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 1,037 | $210K | New |
| LIT Global X Lithium & Battery T | 0.02% | 2,787 | $207K | New |
| OSK Oshkosh Corp. | 0.02% | 1,400 | $206K | New |
| TEL Te Connectivity PLC | 0.02% | 981 | $205K | Reduce -1.1% |
| MCO Moody's Corp. | 0.02% | 464 | $202K | Reduce -25.2% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 1,417 | $202K | Reduce -32.5% |
| MBB iShares MBS ETF | 0.02% | 2,125 | $202K | Reduce -76.7% |
| HEZU iShares Currency Hedged MSCI | 0.02% | 4,606 | $201K | Reduce -2.7% |
| KBDC Kayne Anderson BDC Inc. | 0.01% | 13,225 | $181K | New |
| PXLW Pixelworks Inc. | 0.01% | 12,500 | $68K | No change |
| SNAL Snail Inc. | 0.00% | 111,491 | $57K | No change |
| SNAP Snap Inc. Class A | 0.00% | 12,032 | $55K | New |
| LFMD Lifemd Inc. | 0.00% | 12,000 | $43K | No change |
| HYLN Hyliion Holdings Corp. | 0.00% | 16,686 | $29K | New |
| BCAB Bioatla Inc. | 0.00% | 20,000 | $3K | No change |
| SGMOQ Sangamo Therapeutics Inc. | 0.00% | 10,000 | $2K | No change |