| IVV iShares Core S&P 500 ETF | 4.77% | 56,736 | $38.0M | Reduce -4.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.15% | 319,979 | $25.1M | Add +3.8% |
| MSFT Microsoft Corp. | 2.90% | 44,555 | $23.1M | Add +5.2% |
| AAPL Apple Inc. | 2.80% | 87,384 | $22.3M | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 2.56% | 104,623 | $20.3M | Reduce -8.9% |
| W Wayfair Inc. Class A | 1.82% | 162,526 | $14.5M | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 1.78% | 117,528 | $14.2M | Add +4.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.66% | 223,642 | $13.2M | Add +23.7% |
| SCHD Schwab US DVD Equity ETF | 1.62% | 472,256 | $12.9M | Add +15.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 19,261 | $12.8M | Reduce -3.1% |
| NVDA Nvidia Corp. | 1.57% | 67,118 | $12.5M | Reduce -0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.46% | 232,426 | $11.6M | Add +29.5% |
| SCHZ Schwab US Aggregate Bond ETF | 1.34% | 453,715 | $10.6M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 20,057 | $10.1M | Reduce -3.5% |
| IVE iShares S&P 500 Value ETF | 1.24% | 47,750 | $9.9M | Add +5.5% |
| IEMG iShares Core MSCI Emerging | 1.20% | 144,705 | $9.5M | Reduce -9.3% |
| GOOGL Alphabet Inc. Class A | 1.18% | 38,577 | $9.4M | Reduce -0.3% |
| EFV iShares MSCI Eafe Value ETF | 1.10% | 128,667 | $8.7M | Reduce -19.2% |
| XLG Invesco S&P 500 Top 50 ETF | 1.09% | 151,235 | $8.7M | Add +125.4% |
| GOOG Alphabet Inc. Class C | 1.05% | 34,259 | $8.3M | Add +1.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.01% | 171,992 | $8.0M | Reduce -13.4% |
| AMZN Amazon.com Inc. | 1.00% | 36,240 | $8.0M | Add +5.8% |
| IJH iShares Core S&P Midcap ETF | 0.95% | 115,684 | $7.5M | Reduce -4.0% |
| AVGO Broadcom Inc. | 0.95% | 22,824 | $7.5M | Add +3.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.90% | 74,999 | $7.1M | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.89% | 81,522 | $7.1M | Add +1.9% |
| KVYO Klaviyo Inc. Class A | 0.81% | 233,155 | $6.5M | No change |
| IJR iShares Core S&P Small-Cap E | 0.79% | 52,869 | $6.3M | Reduce -2.4% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.79% | 134,337 | $6.3M | Add +22.5% |
| VOO Vanguard S&P 500 ETF | 0.78% | 10,120 | $6.2M | Add +8.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 18,619 | $6.1M | Reduce -3.7% |
| BND Vanguard Total Bond Market | 0.76% | 81,432 | $6.1M | Add +6.9% |
| MS Morgan Stanley | 0.74% | 37,257 | $5.9M | Reduce -2.8% |
| VEA Vanguard Ftse Developed ETF | 0.72% | 96,240 | $5.8M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 0.72% | 18,194 | $5.7M | Add +1.6% |
| OEF iShares S&P 100 ETF | 0.70% | 16,802 | $5.6M | Reduce -2.2% |
| MO Altria Group Inc. | 0.69% | 83,319 | $5.5M | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.67% | 7,262 | $5.3M | Add +1.6% |
| GLD SPDR Gold Shares | 0.66% | 14,810 | $5.3M | Reduce -1.3% |
| MDY State Street SPDR S&P Midcap | 0.65% | 8,720 | $5.2M | Reduce -3.4% |
| THRO iShares U.S. Thematic Rotati | 0.60% | 126,067 | $4.8M | Add +3.8% |
| MBB iShares MBS ETF | 0.57% | 47,656 | $4.5M | Add +10.3% |
| MUB iShares National Muni Bond E | 0.56% | 42,055 | $4.5M | Reduce -18.0% |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 24,489 | $4.5M | Reduce -2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 20,671 | $4.5M | Add +41.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.56% | 77,405 | $4.4M | Add +14.3% |
| ABBV Abbvie Inc. | 0.56% | 19,098 | $4.4M | Add +21.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.55% | 127,851 | $4.4M | Add +123.3% |
| SUB iShares Short-Term National | 0.54% | 39,943 | $4.3M | Reduce -2.6% |
| VT Vanguard Tot World STK ETF | 0.53% | 30,870 | $4.3M | Add +1.7% |
| MATV Mativ Holdings Inc. | 0.53% | 375,246 | $4.2M | Reduce -0.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.52% | 77,576 | $4.1M | Add +7.8% |
| AMLP Alerian MLP ETF | 0.49% | 83,866 | $3.9M | Reduce -1.1% |
| V Visa Inc. Class A | 0.49% | 11,375 | $3.9M | Reduce -10.2% |
| CVX Chevron Corp. | 0.47% | 24,205 | $3.8M | Add +8.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 6,088 | $3.7M | Add +1.2% |
| IWM iShares Russell 2000 ETF | 0.45% | 14,804 | $3.6M | Reduce -0.0% |
| HON Honeywell International Inc. | 0.45% | 16,967 | $3.6M | Reduce -0.8% |
| RDVY First Trust Rising Dividend | 0.45% | 53,073 | $3.6M | Add +218.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 11,884 | $3.5M | Add +0.6% |
| GLDM SPDR Gold Minishares Trust | 0.44% | 45,518 | $3.5M | Add +53.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 16,830 | $3.1M | Add +17.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.39% | 43,848 | $3.1M | Reduce -1.9% |
| ITOT iShares Core S&P Total U.S. | 0.39% | 21,321 | $3.1M | Add +0.4% |
| HDV iShares Core High Dividend E | 0.39% | 25,217 | $3.1M | Add +0.1% |
| IAGG iShares Intl Aggregate Bond | 0.38% | 59,376 | $3.0M | Add +10.5% |
| JNJ Johnson & Johnson | 0.37% | 16,018 | $3.0M | Add +7.1% |
| MA Mastercard Inc. Class A | 0.37% | 5,128 | $2.9M | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 55,908 | $2.9M | Add +3.6% |
| LLY Eli Lilly & Co. | 0.36% | 3,766 | $2.9M | Add +13.2% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.36% | 82,064 | $2.8M | Add +45.3% |
| TSLA Tesla Inc. | 0.36% | 6,370 | $2.8M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.34% | 24,180 | $2.7M | Reduce -4.9% |
| PG The Procter & Gamble Co. | 0.33% | 17,076 | $2.6M | Reduce -1.7% |
| ABT Abbott Laboratories | 0.33% | 19,526 | $2.6M | Add +14.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.33% | 21,438 | $2.6M | Reduce -0.7% |
| BKNG Booking Holdings Inc. | 0.32% | 476 | $2.6M | Add +0.8% |
| CAT Caterpillar Inc. | 0.32% | 5,360 | $2.6M | Add +34.2% |
| IYW iShares Ustechnology ETF | 0.32% | 12,902 | $2.5M | Reduce -51.8% |
| IWB iShares Russell 1000 ETF | 0.31% | 6,722 | $2.5M | Reduce -3.7% |
| HD Home Depot Inc. | 0.28% | 5,530 | $2.2M | Add +4.4% |
| VXUS Vanguard Total Intl Stock | 0.28% | 29,803 | $2.2M | Add +0.4% |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 14,855 | $2.2M | Add +0.0% |
| CME Cme Group Inc. | 0.27% | 7,895 | $2.1M | Add +0.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.27% | 32,782 | $2.1M | Reduce -7.1% |
| RTX RTX Corp. | 0.26% | 12,484 | $2.1M | Reduce -16.5% |
| PM Philip Morris International | 0.26% | 12,733 | $2.1M | Reduce -5.8% |
| DVY iShares Select Dividend ETF | 0.26% | 14,423 | $2.0M | Reduce -4.2% |
| SHLD Global X Defense Tech ETF | 0.26% | 28,949 | $2.0M | New |
| ORCL Oracle Corp. | 0.25% | 7,200 | $2.0M | Add +0.4% |
| IVLU iShares MSCI International V | 0.25% | 56,447 | $2.0M | Reduce -9.5% |
| VGLT Vanguard Long-Term Treasury | 0.25% | 34,917 | $2.0M | Reduce -2.4% |
| AVEM Avantis Emerging Markets Eq | 0.25% | 26,389 | $2.0M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 24,504 | $2.0M | Add +3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 4,079 | $2.0M | Add +17.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.25% | 77,412 | $2.0M | Add +8.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 6,911 | $1.9M | Reduce -4.8% |
| CSCO Cisco Systems Inc. | 0.24% | 28,438 | $1.9M | Add +0.6% |
| VCIT Vanguard Int-Term Corporate | 0.24% | 22,730 | $1.9M | Add +1.4% |
| SCCO Southern Copper Corp. | 0.24% | 15,676 | $1.9M | Reduce -7.5% |
| IWY iShares Russell Top 200 Grow | 0.24% | 6,877 | $1.9M | New |
| BLK BlackRock Inc. | 0.23% | 1,587 | $1.9M | Reduce -2.6% |
| UNH Unitedhealth Group Inc. | 0.23% | 5,235 | $1.8M | Reduce -0.5% |
| MINT PIMCO Enhanced Short Maturit | 0.23% | 17,896 | $1.8M | Add +26.2% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 31,371 | $1.8M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.22% | 1,933 | $1.8M | Add +0.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.22% | 43,982 | $1.7M | Add +1.9% |
| EFA iShares MSCI Eafe ETF | 0.22% | 18,563 | $1.7M | No change |
| KO The Coca-Cola Co. | 0.21% | 25,483 | $1.7M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 11,649 | $1.7M | Reduce -21.9% |
| MCD McDonald's Corp. | 0.21% | 5,461 | $1.7M | Add +4.2% |
| SYK Stryker Corp. | 0.21% | 4,422 | $1.6M | Add +2.7% |
| IAU iShares Gold Trust | 0.20% | 22,357 | $1.6M | Add +11.3% |
| MRK Merck & Co. Inc. | 0.20% | 19,279 | $1.6M | Reduce -3.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.20% | 24,779 | $1.6M | Reduce -2.8% |
| GEV GE Vernova Inc. | 0.20% | 2,557 | $1.6M | Add +4.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.19% | 20,263 | $1.5M | Reduce -11.5% |
| PEP Pepsico Inc. | 0.19% | 10,809 | $1.5M | Reduce -1.9% |
| DGRO iShares Core Dividend Growth | 0.19% | 22,232 | $1.5M | Reduce -4.7% |
| TLH iShares 10-20 Year Treasury | 0.19% | 14,452 | $1.5M | Add +18.0% |
| GS Goldman Sachs Group Inc. | 0.18% | 1,848 | $1.5M | Reduce -0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 12,690 | $1.4M | Reduce -69.7% |
| ETN Eaton Corp. PLC | 0.18% | 3,828 | $1.4M | Add +6.2% |
| OUNZ Vaneck Merk Gold ETF | 0.17% | 37,425 | $1.4M | Add +0.9% |
| NOW ServiceNow Inc. | 0.17% | 1,511 | $1.4M | Add +2.7% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 2,838 | $1.4M | Add +0.9% |
| BX Blackstone Inc. | 0.17% | 8,008 | $1.4M | Reduce -1.4% |
| TCAF T Rowe PRC Cap Appreciation | 0.17% | 35,619 | $1.3M | Reduce -5.8% |
| FNV Franco-Nevada Corp. | 0.17% | 6,013 | $1.3M | Reduce -2.5% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 10,252 | $1.3M | Add +1.1% |
| GLW Corning Inc. | 0.16% | 15,918 | $1.3M | Reduce -2.1% |
| PFE Pfizer Inc. | 0.16% | 50,575 | $1.3M | Reduce -1.0% |
| AMT American Tower Corp. | 0.16% | 6,588 | $1.3M | Reduce -2.6% |
| LIN Linde PLC | 0.15% | 2,578 | $1.2M | Add +4.1% |
| LOW Lowe's Cos Inc. | 0.15% | 4,858 | $1.2M | Reduce -3.0% |
| AXP American Express Co. | 0.15% | 3,660 | $1.2M | Add +5.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 2,616 | $1.2M | Reduce -3.9% |
| ADP Automatic Data Processing | 0.15% | 4,124 | $1.2M | Reduce -4.4% |
| DELL Dell Technologies -C | 0.15% | 8,506 | $1.2M | Add +9.7% |
| VZ Verizon Communications Inc. | 0.15% | 27,141 | $1.2M | Add +3.1% |
| NFLX Netflix Inc. | 0.15% | 982 | $1.2M | Add +3.3% |
| QYLD Global X Nasd 100 Cov Call | 0.15% | 68,665 | $1.2M | New |
| SHOP Shopify Inc. Class A | 0.15% | 7,813 | $1.2M | Reduce -3.2% |
| HLI Houlihan Lokey Inc. | 0.15% | 1,121,832 | $1.2M | New |
| LMT Lockheed Martin Corp. | 0.15% | 2,320 | $1.2M | Reduce -3.2% |
| EPD Enterprise Products Partners | 0.15% | 36,963 | $1.2M | Add +11.3% |
| T AT&T Inc. | 0.15% | 40,896 | $1.2M | Add +5.4% |
| WM Waste Management Inc. | 0.14% | 5,099 | $1.1M | Add +1.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 3,932 | $1.1M | Add +13.5% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 20,114 | $1.1M | Reduce -13.0% |
| BIV Vanguard Intermediate-Term B | 0.14% | 13,941 | $1.1M | Reduce -7.2% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 7,594 | $1.1M | Add +6.6% |
| IEV iShares Europe ETF | 0.13% | 15,892 | $1.0M | Reduce -28.1% |
| NEE Nextera Energy Inc. | 0.13% | 13,726 | $1.0M | Reduce -2.2% |
| TXN Texas Instruments Inc. | 0.13% | 5,584 | $1.0M | Add +2.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.13% | 33,272 | $1.0M | Add +0.0% |
| BA The Boeing Co. | 0.13% | 4,656 | $1.0M | Add +3.3% |
| AMGN Amgen Inc. | 0.13% | 3,545 | $1.0M | Add +1.1% |
| EMB iShares JP Morgan Usd Emergi | 0.12% | 10,392 | $989K | Add +9.2% |
| CP Canadian Pacific Kansas City | 0.12% | 13,063 | $973K | Reduce -0.5% |
| C Citigroup Inc. | 0.12% | 9,320 | $946K | Reduce -8.4% |
| FNF Fidelity National Financial | 0.12% | 15,634 | $946K | Add +0.4% |
| TTE Totalenergies SE -Spon ADR | 0.12% | 15,834 | $945K | Add +9.2% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.12% | 20,588 | $938K | Reduce -52.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 2,964 | $912K | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.11% | 7,361 | $911K | Add +0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 3,568 | $907K | Add +0.5% |
| HACK Amplify Cybersecurity ETF | 0.11% | 10,413 | $904K | Reduce -3.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.11% | 21,433 | $901K | Reduce -17.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.11% | 36,992 | $899K | Add +6.6% |
| SCHF Schwab Intl Equity ETF | 0.11% | 38,528 | $897K | No change |
| MDLZ Mondelez International Inc. Class A | 0.11% | 14,212 | $888K | Add +1.5% |
| AMD Advanced Micro Devices | 0.11% | 5,438 | $880K | Add +16.4% |
| FTSL First Trust Senior Loan ETF | 0.11% | 19,180 | $879K | New |
| WMT Walmart Inc. | 0.11% | 8,329 | $858K | Add +8.4% |
| SNOW Snowflake Inc. | 0.11% | 3,755 | $847K | Reduce -3.3% |
| XLE SS Energy Select Sector | 0.11% | 9,443 | $844K | Add +2.2% |
| UBER Uber Technologies Inc. | 0.11% | 8,602 | $843K | Reduce -0.1% |
| COR Cencora Inc. | 0.10% | 2,615 | $817K | Reduce -1.1% |
| HIMU iShares High Yild Muni A ETF | 0.10% | 16,580 | $816K | Add +63.1% |
| EGHT 8X8 Inc. | 0.10% | 381,464 | $809K | No change |
| ACN Accenture PLC Class A | 0.10% | 3,251 | $802K | Add +3.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 1,601 | $785K | Reduce -1.4% |
| CWK Cushman & Wakefield UK Holdc | 0.10% | 48,955 | $779K | Add +0.9% |
| CNI Canadian Natl Railway Co. | 0.10% | 8,176 | $771K | Reduce -5.8% |
| IWD iShares Russell 1000 Value E | 0.10% | 3,783 | $770K | Add +0.6% |
| MMM 3M Co. | 0.10% | 4,902 | $761K | Add +0.6% |
| EEM iShares MSCI Emerging Market | 0.10% | 14,199 | $758K | Reduce -7.0% |
| SOFI Sofi Technologies Inc. | 0.09% | 28,288 | $747K | Reduce -7.0% |
| DIVO Amplify CWP Enhan Divid ETF | 0.09% | 16,638 | $742K | No change |
| VNQ Vanguard Real Estate ETF | 0.09% | 7,973 | $729K | Reduce -2.6% |
| PANW Palo Alto Networks Inc. | 0.09% | 3,567 | $726K | Add +20.6% |
| WFC Wells Fargo & Co. | 0.09% | 8,652 | $725K | Add +58.8% |
| UNP Union Pacific Corp. | 0.09% | 2,982 | $705K | Add +4.6% |
| INTU Intuit Inc. | 0.09% | 1,031 | $704K | Add +13.7% |
| CVS CVS Health Corp. | 0.09% | 9,331 | $703K | Add +9.4% |
| AGG iShares Core U.S. Aggregate | 0.09% | 7,004 | $702K | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 6,053 | $693K | Reduce -2.6% |
| XLK SS Technology Select Sector | 0.09% | 2,444 | $689K | Reduce -1.1% |
| CB Chubb Ltd. | 0.09% | 2,428 | $685K | Add +8.1% |
| SPGI S&P Global Inc. | 0.09% | 1,392 | $678K | Reduce -1.4% |
| ECL Ecolab Inc. | 0.09% | 2,472 | $677K | Reduce -1.0% |
| WMB Williams Cos Inc. | 0.08% | 10,637 | $674K | Add +69.8% |
| MU Micron Technology Inc. | 0.08% | 3,937 | $659K | Add +2.2% |
| IAUM iShares Gold Trust Micro | 0.08% | 17,102 | $658K | Add +14.3% |
| BOTZ Global X Robotics & Artifici | 0.08% | 18,412 | $652K | Add +4.3% |
| COIN Coinbase Global Inc. Class A | 0.08% | 1,927 | $650K | Add +1.1% |
| MYCF State Street MY2026 Corporat | 0.08% | 25,823 | $649K | Reduce -7.2% |
| SCHW Schwab (charles) Corp. | 0.08% | 6,763 | $646K | Add +0.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.08% | 6,241 | $645K | Add +7.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.08% | 5,781 | $639K | No change |
| NOC Northrop Grumman Corp. | 0.08% | 1,047 | $638K | Add +5.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 11,037 | $635K | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 2,086 | $628K | Add +3.3% |
| CMI Cummins Inc. | 0.08% | 1,485 | $627K | Add +1.4% |
| CRM Salesforce Inc. | 0.08% | 2,632 | $624K | Reduce -22.3% |
| ZTS Zoetis Inc. | 0.08% | 4,220 | $617K | Add +17.4% |
| IWF iShares Russell 1000 Growth | 0.08% | 1,307 | $612K | Add +0.8% |
| HUBS HubSpot Inc. | 0.08% | 1,301 | $609K | Reduce -14.5% |
| GNMA iShares Gnma Bond ETF | 0.08% | 13,713 | $608K | Reduce -6.2% |
| PH Parker Hannifin Corp. | 0.08% | 800 | $607K | Add +1.6% |
| STT State Street Corp. | 0.08% | 5,227 | $606K | Reduce -2.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.08% | 12,525 | $604K | Reduce -0.0% |
| EVCM Evercommerce Inc. | 0.08% | 54,106 | $602K | Reduce -16.9% |
| NVT Nvent Electric PLC | 0.08% | 6,077 | $599K | Add +21.9% |
| INTC Intel Corp. | 0.08% | 17,830 | $598K | Add +4.6% |
| SCHB Schwab US Broad Market ETF | 0.08% | 23,304 | $597K | No change |
| ICE Intercontinental Exchange Inc. | 0.07% | 3,535 | $596K | Add +4.2% |
| NKE Nike Inc. Class B | 0.07% | 8,452 | $589K | Reduce -33.9% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.07% | 15,516 | $589K | Reduce -16.1% |
| MDT Medtronic PLC | 0.07% | 6,178 | $588K | Add +2.9% |
| SYY Sysco Corp. | 0.07% | 7,062 | $581K | Add +0.9% |
| IWV iShares Russell 3000 ETF | 0.07% | 1,521 | $576K | No change |
| JMOM JPMorgan US Momentum Factor | 0.07% | 8,439 | $573K | Reduce -0.7% |
| IXUS iShares Core Intl Stock ETF | 0.07% | 6,914 | $571K | Reduce -0.2% |
| PWR Quanta Services Inc. | 0.07% | 1,376 | $570K | Reduce -1.0% |
| TT Trane Technologies PLC | 0.07% | 1,334 | $563K | Add +0.5% |
| DHR Danaher Corp. | 0.07% | 2,817 | $558K | Reduce -3.3% |
| CL Colgate-Palmolive Co. | 0.07% | 6,941 | $555K | Add +1.0% |
| BKLC BNY Mellon US LRG Cap Cor | 0.07% | 4,248 | $545K | No change |
| TER Teradyne Inc. | 0.07% | 3,879 | $534K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 3,804 | $533K | Add +1.0% |
| MRSH Marsh & McLennan Cos | 0.07% | 2,628 | $530K | Add +4.7% |
| SPTS SS SPDR P St Term TSY ETF | 0.07% | 18,049 | $529K | No change |
| EMGF iShares Emerging Markets Equ | 0.07% | 9,179 | $519K | Reduce -7.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 4,113 | $518K | Reduce -3.0% |
| AON Aon PLC Class A | 0.06% | 1,447 | $516K | Add +11.7% |
| BRO Brown & Brown Inc. | 0.06% | 5,435 | $510K | Reduce -0.0% |
| IXN iShares Global Tech ETF | 0.06% | 4,938 | $510K | No change |
| FAF First American Financial | 0.06% | 7,900 | $507K | Reduce -2.8% |
| OKE Oneok Inc. | 0.06% | 6,928 | $506K | Reduce -16.5% |
| WSO Watsco Inc. | 0.06% | 1,223 | $494K | Reduce -13.9% |
| BABA Alibaba Group Holding-SP ADR | 0.06% | 2,765 | $494K | Reduce -5.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 1,253 | $491K | Reduce -11.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.06% | 3,614 | $490K | No change |
| FNGU Ms Fang+ 3X Leveraged ETN filed as BANK MONTREAL QUE | 0.06% | 16,712 | $487K | Add +10.2% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 7,453 | $484K | Add +25.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.06% | 6,914 | $467K | Reduce -30.8% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.06% | 13,344 | $463K | New |
| UPS United Parcel Service Class B | 0.06% | 5,545 | $463K | Reduce -3.5% |
| CMCSA Comcast Corp. Class A | 0.06% | 14,688 | $461K | Reduce -10.1% |
| COP Conocophillips | 0.06% | 4,858 | $459K | Add +1.5% |
| TLT iShares 20+ Year Treasury BD | 0.06% | 5,124 | $458K | Add +15.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.06% | 8,593 | $456K | Reduce -4.5% |
| PTLC Pacer Trendpilot US Large Ca | 0.06% | 8,308 | $455K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.06% | 930 | $449K | Add +50.2% |
| ADBE Adobe Inc. | 0.06% | 1,267 | $447K | Reduce -54.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.06% | 5,497 | $446K | Add +1.8% |
| IWN iShares Russell 2000 Value E | 0.06% | 2,483 | $439K | No change |
| RSG Republic Services Inc. | 0.05% | 1,899 | $436K | Add +0.3% |
| ANET Arista Networks Inc. | 0.05% | 2,989 | $436K | Reduce -38.8% |
| GILD Gilead Sciences Inc. | 0.05% | 3,914 | $435K | Add +8.3% |
| EW Edwards Lifesciences Corp. | 0.05% | 5,562 | $433K | Add +0.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.05% | 12,727 | $431K | No change |
| NDAQ Nasdaq Inc. | 0.05% | 4,869 | $431K | Reduce -3.1% |
| TQQQ Proshares Ultrapro QQQ | 0.05% | 4,165 | $431K | Reduce -2.5% |
| COF Capital One Financial Corp. | 0.05% | 1,991 | $423K | Add +1.7% |
| PSX Phillips 66 | 0.05% | 3,085 | $420K | Reduce -2.3% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.05% | 11,041 | $415K | Add +0.9% |
| VLUE iShares MSCI USA Value Facto | 0.05% | 3,308 | $414K | Reduce -9.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.05% | 3,788 | $411K | Reduce -2.9% |
| TIP iShares Tips Bond ETF | 0.05% | 3,691 | $410K | Reduce -0.7% |
| CSX CSX Corp. | 0.05% | 11,529 | $409K | Add +0.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 422 | $409K | Add +1.0% |
| VFH Vanguard Financials ETF | 0.05% | 3,098 | $407K | Reduce -6.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 33,586 | $402K | Reduce -20.6% |
| LHX L3HARRIS Technologies Inc. | 0.05% | 1,303 | $398K | Reduce -0.6% |
| CGGR Cap Group Growth Equity | 0.05% | 8,960 | $394K | No change |
| SLV iShares Silver Trust | 0.05% | 9,286 | $393K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.05% | 15,947 | $388K | No change |
| FDX FedEx Corp. | 0.05% | 1,641 | $387K | Add +1.2% |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 2,701 | $385K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.05% | 2,666 | $382K | Reduce -6.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 1,921 | $380K | Add +0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.05% | 2,922 | $379K | No change |
| ED Consolidated Edison Inc. | 0.05% | 3,753 | $377K | Add +3.7% |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 3,222 | $377K | No change |
| WTW Willis Towers Watson PLC | 0.05% | 1,085 | $375K | Add +1.0% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.05% | 32,689 | $372K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 6,659 | $369K | Reduce -10.7% |
| BTI British American Tob-SP ADR | 0.05% | 6,950 | $369K | Add +4.0% |
| ADI Analog Devices Inc. | 0.05% | 1,496 | $368K | Reduce -8.7% |
| KKR KKR & Co. Inc. | 0.05% | 2,797 | $363K | Add +1.3% |
| GDX Vaneck Gold Miners ETF | 0.05% | 4,701 | $359K | No change |
| VXF Vanguard Extended Market ETF | 0.05% | 1,713 | $359K | No change |
| SMMD iShares Russell 2500 ETF | 0.04% | 4,833 | $356K | Reduce -3.7% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 7,890 | $356K | Reduce -6.5% |
| MRVL Marvell Technology Inc. | 0.04% | 4,120 | $346K | Reduce -10.0% |
| IYE iShares U.S. Energy ETF | 0.04% | 7,260 | $345K | Add +11.8% |
| DTD Wisdomtree US Total Dividend | 0.04% | 4,105 | $345K | No change |
| FDS Factset Research Systems Inc. | 0.04% | 1,202 | $344K | Reduce -0.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 3,591 | $344K | No change |
| TOST Toast Inc. Class A | 0.04% | 9,396 | $343K | Reduce -25.0% |
| RDDT Reddit Inc. Class A | 0.04% | 1,486 | $342K | Reduce -11.6% |
| AMSC American Superconductor Corp. | 0.04% | 5,730 | $340K | No change |
| IDXX Idexx Laboratories Inc. | 0.04% | 531 | $339K | Add +0.4% |
| GOVT iShares US Treasury Bond ETF | 0.04% | 14,605 | $338K | Reduce -3.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.04% | 4,155 | $333K | Reduce -11.3% |
| DE Deere & Co. | 0.04% | 727 | $333K | Reduce -1.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.04% | 2,350 | $333K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.04% | 9,715 | $332K | No change |
| SONY Sony Group Corp. - SP ADR | 0.04% | 11,415 | $329K | Add +19.9% |
| ATI Ati Inc. | 0.04% | 3,990 | $325K | Reduce -1.5% |
| CW Curtiss-Wright Corp. | 0.04% | 594 | $323K | Add +11.9% |
| UPRO Proshares Ultrapro S&P 500 | 0.04% | 2,890 | $322K | Reduce -2.6% |
| TTWO Take-Two Interactive Softwre | 0.04% | 1,241 | $321K | Add +1.1% |
| HUBB Hubbell Inc. | 0.04% | 742 | $319K | No change |
| KMI Kinder Morgan Inc. | 0.04% | 11,111 | $315K | Reduce -5.5% |
| MTD Mettler-Toledo International | 0.04% | 254 | $312K | Add +2.4% |
| GM General Motors Co. | 0.04% | 5,112 | $312K | Reduce -1.0% |
| ULTA Ulta Beauty Inc. | 0.04% | 562 | $307K | Add +13.8% |
| VIGI Vanguard Int Div App Indx FD | 0.04% | 3,429 | $307K | New |
| AXON Axon Enterprise Inc. | 0.04% | 422 | $303K | Add +0.2% |
| CINF Cincinnati Financial Corp. | 0.04% | 1,908 | $302K | Add +0.6% |
| ORLY O'reilly Automotive Inc. | 0.04% | 2,776 | $299K | New |
| URI United Rentals Inc. | 0.04% | 313 | $299K | Add +1.0% |
| FERG Ferguson Enterprises Inc. | 0.04% | 1,319 | $296K | Add +24.4% |
| AMRZ Amrize Ltd. | 0.04% | 6,064 | $294K | New |
| ET Energy Transfer LP | 0.04% | 17,135 | $294K | No change |
| PBA Pembina Pipeline Corp. | 0.04% | 7,197 | $291K | Add +1.4% |
| IGRO iShares Intl Div Growth ETF | 0.04% | 3,654 | $291K | Reduce -2.1% |
| AWK American Water Works Co. Inc. | 0.04% | 2,088 | $291K | Reduce -3.5% |
| ILCV iShares Morningstar Value Et | 0.04% | 3,212 | $289K | No change |
| O Realty Income Corp. | 0.04% | 4,728 | $287K | Reduce -3.8% |
| NGG National Grid PLC-SP ADR | 0.04% | 3,876 | $282K | Add +1.7% |
| NET Cloudflare Inc. Class A | 0.04% | 1,307 | $280K | Add +1.4% |
| XLF SS Financial Select Sector | 0.03% | 5,133 | $277K | Add +7.2% |
| KEY Keycorp | 0.03% | 14,635 | $274K | Reduce -4.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 2,427 | $271K | New |
| ITW Illinois Tool Works | 0.03% | 1,026 | $267K | Reduce -0.9% |
| JHML John Hancock Multi Fact LRG | 0.03% | 3,412 | $267K | No change |
| EMR Emerson Electric Co. | 0.03% | 2,031 | $266K | Add +4.3% |
| UL Unilever PLC | 0.03% | 4,492 | $266K | Add +3.3% |
| QCOM Qualcomm Inc. | 0.03% | 1,588 | $264K | Reduce -9.0% |
| FIX Comfort Systems USA Inc. | 0.03% | 319 | $263K | Reduce -26.5% |
| SBUX Starbucks Corp. | 0.03% | 3,098 | $262K | Reduce -2.1% |
| XLI SS Industrial Select Sector | 0.03% | 1,698 | $262K | Add +2.0% |
| PSK SS SPDR Ice Pref Sec ETF | 0.03% | 7,875 | $260K | No change |
| AMAT Applied Materials Inc. | 0.03% | 1,267 | $259K | Reduce -2.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.03% | 5,041 | $259K | No change |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.03% | 10,274 | $256K | Add +0.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 3,066 | $254K | No change |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.03% | 5,941 | $253K | No change |
| JCI Johnson Controls Internation | 0.03% | 2,293 | $252K | Reduce -5.6% |
| BR Broadridge Financial Solutio | 0.03% | 1,050 | $250K | No change |
| CBZ Cbiz Inc. | 0.03% | 4,663 | $247K | Reduce -17.7% |
| SO The Southern Co. | 0.03% | 2,605 | $247K | Add +1.8% |
| NUV Nuveen Municipal Value | 0.03% | 27,370 | $246K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 3,090 | $244K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 5,624 | $240K | No change |
| EWC iShares MSCI Canada ETF | 0.03% | 4,621 | $234K | New |
| MSCI MSCI Inc. | 0.03% | 411 | $233K | Add +0.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.03% | 2,287 | $233K | Reduce -0.1% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.03% | 7,567 | $233K | No change |
| SOC Sable Offshore Corp. | 0.03% | 13,153 | $230K | Add +36.2% |
| DD Dupont DE Nemours Inc. | 0.03% | 2,921 | $228K | Add +0.1% |
| FDVV Fidelity High Dividend ETF | 0.03% | 4,025 | $224K | New |
| IDV iShares International Select | 0.03% | 6,106 | $223K | No change |
| DOV Dover Corp. | 0.03% | 1,337 | $223K | Reduce -0.2% |
| IBN Icici Bank Ltd.-Spon ADR | 0.03% | 7,363 | $223K | Add +1.4% |
| UCON First Trust Smith Unconstrai | 0.03% | 8,705 | $219K | No change |
| TRV The Travelers Cos Inc. | 0.03% | 785 | $219K | Add +1.2% |
| IONQ Ionq Inc. | 0.03% | 3,564 | $219K | New |
| CEG Constellation Energy | 0.03% | 662 | $218K | Reduce -6.1% |
| FTCS First Trust Capital Strength | 0.03% | 2,293 | $215K | No change |
| AEP American Electric Power | 0.03% | 1,899 | $214K | New |
| CARR Carrier Global Corp. | 0.03% | 3,540 | $211K | Add +1.0% |
| PHM Pultegroup Inc. | 0.03% | 1,590 | $210K | New |
| EBC Eastern Bankshares Inc. | 0.03% | 11,433 | $208K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.03% | 3,736 | $207K | New |
| ISRG Intuitive Surgical Inc. | 0.03% | 461 | $206K | Reduce -4.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.03% | 840 | $205K | New |
| DKNG Draftkings Inc. Class A | 0.03% | 5,457 | $204K | New |
| CHD Church & Dwight Co. Inc. | 0.03% | 2,325 | $204K | Reduce -31.8% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 7,268 | $203K | New |
| MNST Monster Beverage Corp. | 0.03% | 3,010 | $203K | New |
| SPEM State Street SP PTF Em ETF | 0.03% | 4,331 | $203K | New |
| ROST Ross Stores Inc. | 0.03% | 1,323 | $202K | New |
| NBB Nuveen Taxable Municipal Inc. | 0.02% | 10,500 | $170K | No change |
| BTZ BlackRock Credit Allocation | 0.02% | 14,000 | $155K | No change |
| SAN Banco Santander SA-Spon ADR | 0.01% | 11,307 | $118K | New |
| ELTX Elicio Therapeutics Inc. | 0.01% | 10,000 | $109K | No change |
| SLQT Selectquote Inc. | 0.01% | 44,211 | $87K | No change |
| HELP Cybin Inc. | 0.01% | 10,290 | $60K | New |
| WIT Wipro Ltd.-ADR | 0.01% | 16,790 | $44K | Reduce -21.9% |