| AMZN Amazon.com Inc. | 3.05% | 53,312 | $10.1M | Add +16.3% |
| DMBS Doubleline Mortgage ETF | 2.97% | 201,230 | $9.9M | Add +51.4% |
| MSFT Microsoft Corp. | 2.93% | 25,922 | $9.7M | Add +29.0% |
| NVDA Nvidia Corp. | 2.59% | 79,504 | $8.6M | Add +28.0% |
| AAPL Apple Inc. | 2.48% | 37,155 | $8.3M | Add +6.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.45% | 124,093 | $8.2M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 2.16% | 45,947 | $7.2M | Add +2.8% |
| META Meta Platforms Inc. Class A | 2.02% | 11,663 | $6.7M | Add +8.4% |
| XFIV Bondbloxx BBG 5 YR US Treas | 1.68% | 113,940 | $5.6M | Add +90.9% |
| UNH Unitedhealth Group Inc. | 1.64% | 10,403 | $5.4M | Add +15.2% |
| SPYI Neos S&P 500 High Income ETF | 1.62% | 112,686 | $5.4M | Reduce -33.0% |
| V Visa Inc. Class A | 1.48% | 14,073 | $4.9M | Add +26.6% |
| XBJL Inn US Eq Acc 9 Buff July | 1.36% | 133,373 | $4.5M | Reduce -44.3% |
| CVX Chevron Corp. | 1.33% | 26,358 | $4.4M | Add +4.2% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 1.31% | 85,244 | $4.4M | Reduce -21.6% |
| GS Goldman Sachs Group Inc. | 1.30% | 7,942 | $4.3M | Add +6.1% |
| MBS Angel Oak Mortg-Bcked SE ETF | 1.30% | 498,614 | $4.3M | Add +17.6% |
| JPM JPMorgan Chase & Co. | 1.27% | 17,190 | $4.2M | Add +4.5% |
| MDT Medtronic PLC | 1.27% | 46,865 | $4.2M | Add +11.2% |
| XSVN Bondbloxx BBG 7 YR US Treas | 1.18% | 82,066 | $3.9M | Add +166.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 7,116 | $3.8M | Add +6.2% |
| MS Morgan Stanley | 1.11% | 31,719 | $3.7M | Add +1.4% |
| JAAA Janus Henderson Aaa Clo ETF | 1.07% | 70,506 | $3.6M | Add +19.6% |
| WMT Walmart Inc. | 1.07% | 40,618 | $3.6M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 1.07% | 20,892 | $3.6M | Add +9.0% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 1.06% | 71,213 | $3.5M | Reduce -20.2% |
| MCD McDonald's Corp. | 1.04% | 11,115 | $3.5M | Reduce -0.5% |
| DABS Doubleline Asset-Backed ETF | 1.04% | 68,771 | $3.4M | New |
| JNJ Johnson & Johnson | 1.02% | 20,451 | $3.4M | Reduce -6.4% |
| KO The Coca-Cola Co. | 1.00% | 46,373 | $3.3M | Add +12.5% |
| ABT Abbott Laboratories | 1.00% | 24,970 | $3.3M | Add +0.9% |
| EXR Extra Space Storage Inc. | 0.95% | 21,231 | $3.2M | Add +17.7% |
| SBUX Starbucks Corp. | 0.93% | 31,549 | $3.1M | Reduce -1.3% |
| PCMM BBLX Private Credit Clo ETF | 0.91% | 59,456 | $3.0M | New |
| TJUL Innovator Equity Defined Pro | 0.91% | 107,481 | $3.0M | Reduce -48.4% |
| TGT Target Corp. | 0.90% | 28,585 | $3.0M | Add +49.8% |
| AVGO Broadcom Inc. | 0.88% | 17,555 | $2.9M | Add +0.5% |
| COP Conocophillips | 0.88% | 27,841 | $2.9M | Add +26.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.87% | 79,549 | $2.9M | Reduce -34.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.85% | 67,638 | $2.8M | Add +18.9% |
| LOW Lowe's Cos Inc. | 0.82% | 11,659 | $2.7M | Add +17.0% |
| AVDE Avantis International Equity | 0.82% | 40,974 | $2.7M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.80% | 63,967 | $2.7M | Add +5.7% |
| URI United Rentals Inc. | 0.78% | 4,156 | $2.6M | Add +37.6% |
| PFE Pfizer Inc. | 0.77% | 101,393 | $2.6M | Add +23.3% |
| CRPT FT Skybr Crypt & Dig Econ | 0.77% | 209,079 | $2.6M | Add +55.8% |
| HELO JPMorgan Hedged Equity ETF | 0.77% | 42,752 | $2.6M | Reduce -51.9% |
| NEE Nextera Energy Inc. | 0.75% | 35,207 | $2.5M | Add +19.7% |
| AZEK The Azek Co. Inc. | 0.75% | 50,970 | $2.5M | Add +1597.3% |
| PANW Palo Alto Networks Inc. | 0.75% | 14,588 | $2.5M | Add +118.9% |
| NFLX Netflix Inc. | 0.73% | 2,604 | $2.4M | Add +7.9% |
| PYPL PayPal Holdings Inc. | 0.73% | 37,213 | $2.4M | Reduce -3.0% |
| RECS Columbia Resear Enh Cor ETF | 0.68% | 68,451 | $2.3M | New |
| BSX Boston Scientific Corp. | 0.67% | 22,150 | $2.2M | Reduce -1.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.67% | 19,636 | $2.2M | Add +9.0% |
| INTU Intuit Inc. | 0.66% | 3,567 | $2.2M | Add +27.4% |
| APH Amphenol Corp. Class A | 0.65% | 33,179 | $2.2M | New |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.65% | 46,660 | $2.2M | New |
| AVEM Avantis Emerging Markets Eq | 0.65% | 35,894 | $2.2M | Add +96.5% |
| COST Costco Wholesale Corp. | 0.65% | 2,283 | $2.2M | Add +0.3% |
| ARKW ARK Next Generation Technolo | 0.64% | 22,422 | $2.1M | Reduce -0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.63% | 12,314 | $2.1M | Add +2.8% |
| NOW ServiceNow Inc. | 0.63% | 2,624 | $2.1M | Add +23.0% |
| BLOK Amplify Blockchain Tech ETF | 0.62% | 55,865 | $2.1M | Add +38.9% |
| ECL Ecolab Inc. | 0.59% | 7,725 | $2.0M | Add +13.1% |
| DXCM Dexcom Inc. | 0.58% | 28,376 | $1.9M | Add +34.4% |
| ETN Eaton Corp. PLC | 0.58% | 7,051 | $1.9M | Add +35.0% |
| PWR Quanta Services Inc. | 0.57% | 7,415 | $1.9M | Add +24.5% |
| GPN Global Payments Inc. | 0.56% | 19,186 | $1.9M | Add +11.9% |
| WCN Waste Connections Inc. | 0.56% | 9,475 | $1.8M | Add +29.7% |
| LUV Southwest Airlines Co. | 0.55% | 54,924 | $1.8M | Reduce -1.0% |
| BBUS JPMorgan Betabuilders US Equ | 0.55% | 18,109 | $1.8M | New |
| JMBS Janus Henderson Mortg Backed | 0.54% | 39,813 | $1.8M | Add +63.9% |
| LRCX Lam Research Corp. | 0.52% | 23,569 | $1.7M | Add +1098.8% |
| EQIX Equinix Inc. | 0.51% | 2,085 | $1.7M | Add +10.8% |
| ULST SS Ultra Short TM Bond ETF | 0.51% | 41,389 | $1.7M | Reduce -7.1% |
| GSY Invesco Ultra Short Duration | 0.50% | 33,410 | $1.7M | Reduce -7.1% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.50% | 47,480 | $1.7M | New |
| BKR Baker Hughes Co. | 0.48% | 36,677 | $1.6M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.47% | 16,919 | $1.6M | Add +45.5% |
| QTUM Defiance Quantum ETF | 0.46% | 20,746 | $1.5M | New |
| IETC iShares U.S. Tech Independen | 0.46% | 20,253 | $1.5M | New |
| CHAT Roundhill Gen AI & Tech ETF | 0.45% | 43,130 | $1.5M | Add +119.8% |
| LOUP Innovator Deepwater Frontier | 0.42% | 31,094 | $1.4M | New |
| SNPS Synopsys Inc. | 0.42% | 3,287 | $1.4M | New |
| SMOT Vaneck Morningstar Smid Moat | 0.41% | 41,658 | $1.4M | Reduce -13.4% |
| HODL Vaneck Bitcoin ETF | 0.40% | 57,007 | $1.3M | Add +54.1% |
| XOM Exxon Mobil Corp. | 0.40% | 11,057 | $1.3M | Reduce -10.1% |
| HD Home Depot Inc. | 0.33% | 3,026 | $1.1M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.33% | 5,211 | $1.1M | Add +4.0% |
| RTX RTX Corp. | 0.33% | 8,198 | $1.1M | Reduce -10.6% |
| CAH Cardinal Health Inc. | 0.33% | 7,850 | $1.1M | Reduce -14.3% |
| ICE Intercontinental Exchange Inc. | 0.31% | 5,896 | $1.0M | Reduce -3.8% |
| KVUE Kenvue Inc. | 0.30% | 42,215 | $1.0M | Reduce -13.7% |
| XEL Xcel Energy Inc. | 0.30% | 14,293 | $1.0M | Reduce -11.2% |
| AMGN Amgen Inc. | 0.30% | 3,247 | $1.0M | Add +16.6% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 5,832 | $1.0M | Add +2906.2% |
| AMT American Tower Corp. | 0.30% | 4,642 | $1.0M | Add +10.1% |
| CB Chubb Ltd. | 0.30% | 3,320 | $1.0M | Reduce -2.7% |
| GLDM SPDR Gold Minishares Trust | 0.30% | 16,110 | $997K | Reduce -29.3% |
| SYY Sysco Corp. | 0.29% | 13,016 | $977K | Add +5.7% |
| CI The Cigna Group | 0.29% | 2,953 | $972K | Add +14.4% |
| PEP Pepsico Inc. | 0.29% | 6,478 | $971K | Add +2792.0% |
| NOC Northrop Grumman Corp. | 0.29% | 1,884 | $965K | Reduce -2.7% |
| IPG Interpublic Group of Cos Inc. | 0.29% | 35,510 | $964K | Add +15.4% |
| NYT New York Times Co. Class A | 0.29% | 19,246 | $955K | Add +3.6% |
| HON Honeywell International Inc. | 0.28% | 4,392 | $930K | Add +1.5% |
| AXP American Express Co. | 0.27% | 3,398 | $914K | Reduce -6.7% |
| AVY Avery Dennison Corp. | 0.27% | 5,087 | $905K | Reduce -30.2% |
| ACN Accenture PLC Class A | 0.27% | 2,866 | $894K | Add +2.6% |
| BALL Ball Corp. | 0.27% | 17,142 | $893K | Add +15.3% |
| LHX L3HARRIS Technologies Inc. | 0.27% | 4,226 | $885K | Add +9.3% |
| ARE Alexandria Real Estate Equit | 0.27% | 9,562 | $885K | Add +32.3% |
| ARES Ares Management Corp. Class A | 0.27% | 6,024 | $883K | Reduce -4.7% |
| WEN The Wendy's Co. | 0.26% | 59,937 | $877K | Add +18.4% |
| STZ Constellation Brands Inc. Class A | 0.26% | 4,667 | $857K | Add +34.8% |
| PRFD PIMCO Pref and Cap Sec Act | 0.25% | 16,671 | $843K | Add +66.1% |
| CRM Salesforce Inc. | 0.25% | 3,114 | $836K | Reduce -11.0% |
| ORCL Oracle Corp. | 0.24% | 5,727 | $801K | Reduce -7.7% |
| BX Blackstone Inc. | 0.24% | 5,664 | $792K | Reduce -17.4% |
| SPTI SS SPDR P Int Term TSY ETF | 0.22% | 25,470 | $728K | Add +66.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.21% | 27,881 | $712K | Add +11.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.20% | 12,945 | $678K | Reduce -64.1% |
| CSNR C&S Nat Resources Active ETF | 0.20% | 26,729 | $666K | New |
| TOLZ Proshares GLB Infrastructure | 0.20% | 12,531 | $660K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.15% | 9,684 | $509K | Reduce -83.5% |
| FTSM First Trust Enh Short Mat FD | 0.15% | 8,196 | $490K | Reduce -28.1% |
| AOS Smith (a.o.) Corp. | 0.13% | 6,840 | $447K | No change |
| JUNW Alianzim US Eq BFR20 Jun-Usd | 0.13% | 14,601 | $434K | New |
| BA The Boeing Co. | 0.13% | 2,528 | $431K | Reduce -0.8% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.11% | 7,422 | $368K | Reduce -2.9% |
| FFIV F5 Inc. | 0.11% | 1,361 | $362K | Reduce -21.0% |
| XBOC Innovator US Eqy Acc 9 Buff | 0.10% | 10,865 | $324K | New |
| ROK Rockwell Automation Inc. | 0.09% | 1,200 | $310K | Reduce -2.0% |
| SPTS SS SPDR P St Term TSY ETF | 0.09% | 10,454 | $306K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.09% | 10,926 | $298K | New |
| SCHX Schwab US Large-Cap ETF | 0.08% | 12,359 | $273K | Add +3222.3% |
| MCK McKesson Corp. | 0.08% | 400 | $269K | No change |
| DCRE DBL Comm Real Est Debt | 0.08% | 5,146 | $267K | Reduce -27.1% |
| CL Colgate-Palmolive Co. | 0.08% | 2,800 | $262K | Reduce -3.5% |
| MLPA Global X MLP ETF | 0.07% | 4,621 | $246K | Reduce -33.1% |
| FTNT Fortinet Inc. | 0.07% | 2,289 | $220K | Add +7.2% |
| EXE Expand Energy Corp. | 0.07% | 1,952 | $217K | New |
| LPLA LPL Financial Holdings Inc. | 0.06% | 594 | $194K | Add +15.1% |
| DFUS Dimensional US Eq MKT ETF | 0.06% | 3,141 | $190K | New |
| PPG PPG Industries Inc. | 0.06% | 1,704 | $186K | No change |
| INVH Invitation Homes Inc. | 0.05% | 5,214 | $182K | Add +28.0% |
| HQY Healthequity Inc. | 0.05% | 1,988 | $176K | Add +15.5% |
| BALT Inn Defined Wealth Shield | 0.05% | 5,598 | $176K | New |
| CLOI Vaneck Clo ETF | 0.05% | 2,905 | $153K | Add +17.9% |
| DT Dynatrace Inc. | 0.05% | 3,195 | $151K | Add +25.5% |
| ULTA Ulta Beauty Inc. | 0.05% | 410 | $150K | Add +25.4% |
| IMAR Innovator Intdevpow Buf-Mar | 0.04% | 5,187 | $137K | New |
| CLOZ Eldridge BBB-B Clo ETF | 0.04% | 5,142 | $137K | Add +17.9% |
| LULU Lululemon Athletica Inc. | 0.04% | 482 | $136K | Add +20.8% |
| SAIA Saia Inc. | 0.04% | 382 | $133K | Add +17.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.04% | 1,953 | $133K | New |
| IVV iShares Core S&P 500 ETF | 0.04% | 220 | $124K | New |
| SNAP Snap Inc. Class A | 0.04% | 13,689 | $119K | Add +44.9% |
| BDX Becton Dickinson and Co. | 0.04% | 509 | $117K | Reduce -88.1% |
| FIVE Five Below | 0.03% | 1,534 | $115K | Add +41.1% |
| EOCT Innovator Emer MKT PWR Buff | 0.03% | 4,207 | $112K | New |
| AVUS Avantis U.S. Equity ETF | 0.03% | 1,157 | $107K | New |
| KJUL Innovator U.S. Small Cap Pow | 0.03% | 3,674 | $103K | New |
| WFRD Weatherford International PL | 0.03% | 1,820 | $97K | Add +78.3% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 1,841 | $92K | Add +62.8% |
| MNST Monster Beverage Corp. | 0.03% | 1,536 | $90K | No change |
| CEG Constellation Energy | 0.03% | 426 | $86K | No change |
| MORT Vaneck Mortgage REIT Income | 0.02% | 6,873 | $77K | Add +17.1% |
| JPRE JPMorgan Realty Income ETF | 0.02% | 1,584 | $76K | Add +6.0% |
| LONZ PIMCO Senior Loan Active ETF | 0.02% | 1,509 | $76K | New |
| FPE FT-Preferred Secur & Inc. ETF | 0.02% | 4,315 | $76K | Add +15.0% |
| MLPD GBL X MLP & Enrg Infr CC ETF | 0.02% | 3,012 | $75K | New |
| KBWD Invesco KBW High Dividend Yi | 0.02% | 5,110 | $74K | Add +19.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.02% | 1,576 | $71K | New |
| HCOW Amplify Cows Cover Call ETF | 0.02% | 2,937 | $70K | New |
| VEA Vanguard Ftse Developed ETF | 0.02% | 1,302 | $66K | Add +708.7% |
| IWMI Neos Russell 2000 High Inc. | 0.02% | 1,496 | $65K | New |
| EXC Exelon Corp. | 0.02% | 1,280 | $59K | No change |
| SIVR Abrdn Physical Silver Shares | 0.02% | 1,692 | $55K | Reduce -52.6% |
| IWY iShares Russell Top 200 Grow | 0.02% | 255 | $54K | No change |
| RSSL Global X Russell 2000 ETF | 0.02% | 667 | $52K | New |
| LMBS First Trust Low Duration Opp | 0.01% | 1,011 | $50K | Reduce -98.7% |
| ALL Allstate Corp. | 0.01% | 231 | $48K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 467 | $48K | No change |
| COFS Choiceone Financial SVCS Inc. | 0.01% | 1,630 | $47K | Reduce -36.7% |
| MUB iShares National Muni Bond E | 0.01% | 387 | $41K | New |
| DTE DTE Energy Company | 0.01% | 293 | $41K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 652 | $40K | Reduce -13.3% |
| PM Philip Morris International | 0.01% | 235 | $37K | New |
| PSX Phillips 66 | 0.01% | 300 | $37K | No change |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 411 | $37K | New |
| TSLA Tesla Inc. | 0.01% | 140 | $36K | Add +1.4% |
| VZ Verizon Communications Inc. | 0.01% | 777 | $35K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 128 | $35K | Reduce -14.7% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 654 | $35K | Add +8.5% |
| JSI JH Securitized Income ETF | 0.01% | 646 | $34K | Reduce -98.7% |
| DFS Discover Financial Services | 0.01% | 194 | $33K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 845 | $32K | Add +11.5% |
| PARAA Paramount Global Class B | 0.01% | 2,676 | $32K | No change |
| ITM Vaneck Intermediate Muni ETF | 0.01% | 693 | $32K | New |
| AVLV Avantis US Large Cap Value | 0.01% | 480 | $31K | New |
| DUK Duke Energy Corp. | 0.01% | 244 | $30K | No change |
| MBWM Mercantile Bank Corp. | 0.01% | 685 | $30K | No change |
| HY Hyster-Yale Inc. | 0.01% | 700 | $29K | No change |
| BP BP PLC-Spons ADR | 0.01% | 860 | $29K | No change |
| CARR Carrier Global Corp. | 0.01% | 450 | $29K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.01% | 358 | $28K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 272 | $28K | Add +46.2% |
| VCIT Vanguard Int-Term Corporate | 0.01% | 337 | $28K | New |
| SWKS Skyworks Solutions Inc. | 0.01% | 421 | $27K | No change |
| PPLT Abrdn Physical Platinum SHRS | 0.01% | 290 | $26K | Reduce -78.6% |
| SRE Sempra | 0.01% | 364 | $26K | No change |
| ETR Entergy Corp. | 0.01% | 300 | $26K | Add +100.0% |
| IJH iShares Core S&P Midcap ETF | 0.01% | 437 | $25K | Reduce -8.2% |
| LMT Lockheed Martin Corp. | 0.01% | 57 | $25K | Reduce -26.0% |
| PALL Abrdn Physical Palladium SHS | 0.01% | 279 | $25K | New |
| MO Altria Group Inc. | 0.01% | 415 | $25K | New |
| MUNI PIMCO Intermediate Municipal | 0.01% | 462 | $24K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 225 | $23K | No change |
| JUST Goldman Sachs Just US LRG | 0.01% | 288 | $23K | Add +6.7% |
| CMS CMS Energy Corp. | 0.01% | 304 | $23K | Reduce -81.4% |
| ADM Archer-Daniels-Midland Co. | 0.01% | 463 | $22K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 84 | $21K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 412 | $21K | New |
| BBSC JPMorgan Betabuilders US SC | 0.01% | 347 | $21K | New |
| SYK Stryker Corp. | 0.01% | 50 | $19K | Reduce -33.3% |
| MET Metlife Inc. | 0.01% | 230 | $18K | Add +489.7% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.01% | 91 | $17K | Add +9.6% |
| DD Dupont DE Nemours Inc. | 0.01% | 230 | $17K | Reduce -6.5% |
| VGIT Vanguard Intermediate-Term T | 0.01% | 280 | $17K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 1,628 | $16K | No change |
| HYD Vaneck High Yield Muni ETF | 0.00% | 308 | $16K | New |
| IXJ iShares Global Healthcare Et | 0.00% | 172 | $16K | New |
| AHR American Healthcare REIT Inc. | 0.00% | 507 | $15K | No change |
| EXI iShares Global Industrials E | 0.00% | 104 | $15K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.00% | 632 | $15K | Add +7.1% |
| CTVA Corteva Inc. | 0.00% | 230 | $14K | Reduce -6.5% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.00% | 288 | $14K | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.00% | 621 | $14K | New |
| DTM DT Midstream Inc. | 0.00% | 146 | $14K | No change |
| INGR Ingredion Inc. | 0.00% | 100 | $14K | No change |
| FSCO FS Credit Opportunities Corp. | 0.00% | 1,851 | $13K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 272 | $12K | New |
| IXC iShares Global Energy ETF | 0.00% | 285 | $12K | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 233 | $12K | New |
| MYCF State Street MY2026 Corporat | 0.00% | 454 | $11K | New |
| BSCP Invesco Bulletshares 2025 CB | 0.00% | 541 | $11K | Reduce -20.3% |
| TG Tredegar Corp. | 0.00% | 1,440 | $11K | No change |
| KXI iShares Global Consumer Stap | 0.00% | 155 | $10K | New |
| KBWB Invesco KBW Bank ETF | 0.00% | 153 | $10K | New |
| BOXX Alpha Architect 1-3 MNTH Box | 0.00% | 83 | $9K | New |
| SHE SS SPDR MSCI U Gend Div ETF | 0.00% | 77 | $9K | Add +6.9% |
| DOW Dow Inc. | 0.00% | 230 | $8K | Reduce -6.5% |
| MDLZ Mondelez International Inc. Class A | 0.00% | 108 | $7K | New |
| SIXJ Allian US Equ 6 Mon BU10-Usd | 0.00% | 242 | $7K | Reduce -99.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 174 | $7K | New |
| IGTR Innovator Grad Tact Rotation | 0.00% | 289 | $7K | Reduce -92.7% |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 148 | $7K | Reduce -62.1% |
| THC Tenet Healthcare Corp. | 0.00% | 50 | $7K | No change |
| MBB iShares MBS ETF | 0.00% | 69 | $6K | Reduce -55.8% |
| GOOGL Alphabet Inc. Class A | 0.00% | 41 | $6K | Reduce -31.7% |
| EPC Edgewell Personal Care Co. | 0.00% | 200 | $6K | No change |
| ENR Energizer Holdings Inc. | 0.00% | 200 | $6K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 34 | $6K | New |
| SU Suncor Energy Inc. | 0.00% | 144 | $6K | Reduce -89.2% |
| TFJL Innovator 20 YR Treas Bond 5 | 0.00% | 267 | $6K | Reduce -99.5% |
| DVN Devon Energy Corp. | 0.00% | 148 | $6K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 96 | $5K | Reduce -99.7% |
| NEM Newmont Corp. | 0.00% | 113 | $5K | No change |
| GBUY Goldman Sachs Fut Consumer | 0.00% | 158 | $5K | Reduce -99.7% |
| EUFN iShares MSCI Europe Financia | 0.00% | 182 | $5K | New |
| AR Antero Resources Corp. | 0.00% | 118 | $5K | Reduce -90.3% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 185 | $5K | New |
| IQLT iShares MSCI International Q | 0.00% | 103 | $4K | Reduce -99.7% |
| CNQ Canadian Natural Resources | 0.00% | 118 | $4K | Reduce -91.7% |
| WMB Williams Cos Inc. | 0.00% | 59 | $4K | Reduce -91.8% |
| LNG Cheniere Energy Inc. | 0.00% | 15 | $3K | Reduce -93.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 5 | $3K | New |
| DJT Trump Media & Technology Gro | 0.00% | 168 | $3K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 19 | $3K | Reduce -91.6% |
| EOG EOG Resources Inc. | 0.00% | 23 | $3K | Reduce -92.1% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 108 | $3K | New |
| VLO Valero Energy Corp. | 0.00% | 22 | $3K | Reduce -92.2% |
| HBI Hanesbrands Inc. | 0.00% | 436 | $3K | No change |
| MPC Marathon Petroleum Corp. | 0.00% | 17 | $2K | Reduce -93.1% |
| BSJQ Invesco Bulletshares 2026 HY | 0.00% | 97 | $2K | New |
| BSJP Invesco Bulletshares 2025 HY | 0.00% | 97 | $2K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 37 | $2K | New |
| SUSC iShares ESG Aware Usd Corpor | 0.00% | 93 | $2K | Reduce -62.5% |
| ADBE Adobe Inc. | 0.00% | 5 | $2K | New |
| HAL Halliburton Co. | 0.00% | 73 | $2K | Reduce -92.8% |
| LVS Las Vegas Sands Corp. | 0.00% | 41 | $2K | New |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.00% | 25 | $1K | New |
| LIN Linde PLC | 0.00% | 3 | $1K | New |
| PUK Prudential PLC-ADR | 0.00% | 64 | $1K | New |
| SMFG Sumitomo Mitsui-Spons ADR | 0.00% | 88 | $1K | New |
| NVS Novartis AG-Sponsored ADR | 0.00% | 12 | $1K | New |
| AMCR Amcor PLC | 0.00% | 137 | $1K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 23 | $1K | New |
| SHEL Shell PLC-ADR | 0.00% | 18 | $1K | New |
| NGG National Grid PLC-SP ADR | 0.00% | 20 | $1K | New |
| RELX Relx PLC - Spon ADR | 0.00% | 26 | $1K | New |
| CCEP Coca-Cola Europacific Partne | 0.00% | 15 | $1K | New |
| TTE Totalenergies SE -Spon ADR | 0.00% | 20 | $1K | New |
| EMBC Embecta Corp. | 0.00% | 101 | $1K | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.00% | 14 | $1K | New |
| SNY Sanofi-ADR | 0.00% | 23 | $1K | New |
| JD Jd.com Inc.-ADR | 0.00% | 31 | $1K | New |
| TEL Te Connectivity PLC | 0.00% | 9 | $1K | New |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.00% | 30 | $1K | New |
| CNI Canadian Natl Railway Co. | 0.00% | 13 | $1K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 17 | $1K | New |
| RY Royal Bank of Canada | 0.00% | 11 | $1K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 7 | $1K | New |
| UBS UBS Group AG-Reg | 0.00% | 40 | $1K | New |
| KHC The Kraft Heinz Co. | 0.00% | 40 | $1K | New |
| SCS Steelcase Inc. Class A | 0.00% | 110 | $1K | New |
| BHF Brighthouse Financial Inc. | 0.00% | 20 | $1K | New |
| CRH CRH PLC | 0.00% | 13 | $1K | New |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 12 | $1K | New |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 13 | $931 | No change |
| AMD Advanced Micro Devices | 0.00% | 9 | $924 | Reduce -99.9% |
| CPT Camden Property Trust | 0.00% | 7 | $856 | No change |
| MAA Mid-America Apartment Comm | 0.00% | 5 | $838 | No change |
| MEM Matthews Em MKT Eqty Active | 0.00% | 28 | $821 | Reduce -99.9% |
| SHW The Sherwin-Williams Co. | 0.00% | 2 | $698 | Reduce -99.9% |
| SCHD Schwab US DVD Equity ETF | 0.00% | 7 | $199 | Add +250.0% |
| CLF Cleveland-Cliffs Inc. | 0.00% | 24 | $197 | No change |
| XSHD Invesco S&P Smallcap High Di | 0.00% | 8 | $114 | Add +300.0% |