| VTI VG Morningstar TS MKT ETF-US | 10.95% | 59,999 | $16.6M | New |
| VUSB Vanguard Ultra Short Bond Et | 8.49% | 158,069 | $12.8M | Reduce -36.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 8.40% | 54,225 | $12.7M | New |
| VOO Vanguard S&P 500 ETF | 7.91% | 30,595 | $12.0M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.92% | 32,469 | $8.9M | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 4.31% | 25,655 | $6.5M | New |
| VIG Vanguard Dividend Apprec ETF | 4.29% | 24,459 | $6.5M | New |
| VXUS Vanguard Total Intl Stock | 3.55% | 74,942 | $5.4M | New |
| AAPL Apple Inc. | 3.13% | 18,058 | $4.7M | New |
| ESGV Vanguard ESG US Stock ETF | 2.33% | 30,803 | $3.5M | New |
| DSI iShares ESG MSCI KLD 400 ETF | 2.30% | 21,575 | $3.5M | New |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.23% | 9,415 | $3.4M | New |
| IWV iShares Russell 3000 ETF | 2.21% | 7,133 | $3.3M | New |
| ISTB iShares Core 1-5 Year Usd Bo | 2.04% | 62,814 | $3.1M | Add +7.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.65% | 9,373 | $2.5M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.24% | 6,808 | $1.9M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.13% | 9,486 | $1.7M | New |
| VYM Vanguard High DVD Yield ETF | 1.04% | 5,910 | $1.6M | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.88% | 17,154 | $1.3M | Reduce -12.3% |
| MSFT Microsoft Corp. | 0.84% | 5,001 | $1.3M | New |
| IVV iShares Core S&P 500 ETF | 0.83% | 3,207 | $1.3M | New |
| VWO Vanguard Ftse Emerging Marke | 0.75% | 21,055 | $1.1M | New |
| IWB iShares Russell 1000 ETF | 0.69% | 1,740 | $1.0M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 3,861 | $1.0M | New |
| VEA Vanguard Ftse Developed ETF | 0.68% | 13,768 | $1.0M | New |
| VXF Vanguard Extended Market ETF | 0.66% | 5,110 | $1.0M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.66% | 4,879 | $993K | New |
| IWM iShares Russell 2000 ETF | 0.65% | 5,022 | $985K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.61% | 4,983 | $930K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.59% | 3,496 | $887K | New |
| ESGU iShares ESG Aware MSCI USA | 0.58% | 4,967 | $877K | Reduce -30.9% |
| PG The Procter & Gamble Co. | 0.55% | 4,251 | $827K | New |
| SUSA iShares ESG Optimized MSCI U | 0.54% | 4,468 | $817K | Add +2.9% |
| VGT Vanguard Info Tech ETF | 0.53% | 3,218 | $805K | Add +118.2% |
| DFSV Dimensional US Small Cap Val | 0.52% | 15,338 | $785K | Reduce -28.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.52% | 12,858 | $781K | New |
| CATH Global X S&P 500 Ca Val ETF | 0.50% | 3,908 | $759K | Reduce -65.1% |
| ITOT iShares Core S&P Total U.S. | 0.47% | 5,777 | $704K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.45% | 17,089 | $687K | Reduce -9.4% |
| VGSH Vanguard Short-Term Treasury | 0.42% | 10,889 | $639K | Add +147.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.42% | 9,961 | $629K | New |
| SGOV iShares 0-3 Month Treasury B | 0.41% | 6,201 | $621K | Add +210.1% |
| AMZN Amazon.com Inc. | 0.40% | 2,411 | $607K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.36% | 5,039 | $543K | Reduce -26.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.35% | 9,047 | $534K | Reduce -30.4% |
| GOOGL Alphabet Inc. Class A | 0.33% | 2,408 | $492K | Reduce -32.3% |
| BLD Topbuild Corp. | 0.30% | 1,473 | $449K | Add +18.9% |
| IWD iShares Russell 1000 Value E | 0.28% | 1,995 | $426K | New |
| PEP Pepsico Inc. | 0.28% | 2,862 | $419K | New |
| WMT Walmart Inc. | 0.27% | 1,321 | $414K | New |
| HSY The Hershey Co. | 0.27% | 2,413 | $401K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 3,809 | $382K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.23% | 3,918 | $350K | Reduce -56.3% |
| VNQ Vanguard Real Estate ETF | 0.23% | 2,558 | $343K | New |
| ESML iShares ESG Aware MSCI USA S | 0.22% | 5,277 | $338K | Reduce -41.3% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 85 | $324K | New |
| VPU Vanguard Utilities ETF | 0.21% | 1,511 | $313K | Reduce -17.1% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.20% | 5,690 | $310K | Reduce -21.4% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.19% | 5,430 | $290K | Reduce -19.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.18% | 2,182 | $279K | New |
| EFA iShares MSCI Eafe ETF | 0.18% | 2,818 | $273K | New |
| JPM JPMorgan Chase & Co. | 0.18% | 1,154 | $266K | Add +6.4% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,003 | $251K | Add +14.3% |
| MCK McKesson Corp. | 0.17% | 672 | $251K | Add +80.2% |
| VHT Vanguard Health Care ETF | 0.15% | 992 | $234K | Add +11.0% |
| ORCL Oracle Corp. | 0.15% | 438 | $224K | Reduce -72.6% |
| UNH Unitedhealth Group Inc. | 0.14% | 1,537 | $217K | Add +0.3% |
| DFLV Dim US Large Cap Value ETF | 0.14% | 5,137 | $216K | Reduce -27.2% |
| VDE Vanguard Energy ETF | 0.14% | 1,534 | $213K | Reduce -6.2% |
| UNP Union Pacific Corp. | 0.14% | 236 | $209K | New |
| JNJ Johnson & Johnson | 0.13% | 1,007 | $200K | New |
| MRK Merck & Co. Inc. | 0.13% | 1,513 | $200K | Reduce -31.9% |
| MA Mastercard Inc. Class A | 0.13% | 548 | $191K | Add +56.6% |
| AMGN Amgen Inc. | 0.13% | 608 | $189K | New |
| VDC Vanguard Consumer Staple ETF | 0.12% | 934 | $187K | Add +9.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 1,345 | $170K | New |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.11% | 4,919 | $168K | No change |
| KO The Coca-Cola Co. | 0.11% | 2,321 | $163K | New |
| ABBV Abbvie Inc. | 0.11% | 731 | $161K | Reduce -5.1% |
| XOM Exxon Mobil Corp. | 0.11% | 1,357 | $161K | Reduce -0.1% |
| DFSU Dimensional US Sus CORE1 ETF | 0.10% | 4,235 | $151K | Reduce -7.6% |
| SCHW Schwab (charles) Corp. | 0.09% | 1,779 | $141K | New |
| ESGD iShares Trust iShares ESG Aw | 0.09% | 245 | $140K | Reduce -85.8% |
| VTWO Vanguard Russell 2000 ETF | 0.09% | 1,741 | $140K | Add +35.3% |
| META Meta Platforms Inc. Class A | 0.09% | 811 | $139K | Add +155.8% |
| CEG Constellation Energy | 0.09% | 681 | $137K | Add +0.1% |
| ADP Automatic Data Processing | 0.09% | 448 | $136K | New |
| PFE Pfizer Inc. | 0.09% | 4,977 | $134K | New |
| NSC Norfolk Southern Corp. | 0.09% | 236 | $132K | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.09% | 3,764 | $131K | New |
| WSFS WSFS Financial Corp. | 0.09% | 51 | $130K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 1,112 | $125K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.08% | 783 | $118K | Reduce -66.0% |
| FNB FNB Corp. | 0.08% | 2,064 | $116K | New |
| SPEM State Street SP PTF Em ETF | 0.07% | 2,519 | $113K | Reduce -12.7% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 1,081 | $109K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 842 | $107K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 559 | $107K | Add +191.2% |
| ADI Analog Devices Inc. | 0.07% | 525 | $106K | New |
| CSCO Cisco Systems Inc. | 0.07% | 1,723 | $106K | Add +0.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.07% | 254 | $105K | New |
| V Visa Inc. Class A | 0.07% | 1,205 | $104K | Add +634.8% |
| PSX Phillips 66 | 0.07% | 647 | $103K | New |
| SBUX Starbucks Corp. | 0.07% | 299 | $102K | New |
| HDV iShares Core High Dividend E | 0.07% | 340 | $101K | Reduce -59.0% |
| VIGI Vanguard Int Div App Indx FD | 0.07% | 1,219 | $101K | New |
| DFAT Dimensional US Target Value | 0.07% | 936 | $100K | Reduce -51.9% |
| TXN Texas Instruments Inc. | 0.06% | 633 | $98K | New |
| FITB Fifth Third Bancorp | 0.06% | 39 | $96K | New |
| IJR iShares Core S&P Small-Cap E | 0.06% | 796 | $90K | New |
| AVGO Broadcom Inc. | 0.06% | 502 | $89K | Reduce -1.6% |
| VFH Vanguard Financials ETF | 0.06% | 740 | $88K | Add +3.2% |
| MRSH Marsh & McLennan Cos | 0.05% | 244 | $80K | New |
| CAT Caterpillar Inc. | 0.05% | 331 | $78K | New |
| IDXX Idexx Laboratories Inc. | 0.05% | 185 | $77K | No change |
| LMT Lockheed Martin Corp. | 0.05% | 516 | $77K | New |
| TGT Target Corp. | 0.05% | 763 | $77K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 157 | $76K | New |
| POOL Pool Corp. | 0.05% | 230 | $73K | No change |
| PRU Prudential Financial Inc. | 0.05% | 674 | $72K | New |
| T AT&T Inc. | 0.04% | 1,635 | $68K | Add +3.5% |
| PFG Principal Financial Group | 0.04% | 274 | $68K | Reduce -66.2% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 91 | $68K | Reduce -88.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.04% | 63 | $66K | New |
| BIV Vanguard Intermediate-Term B | 0.04% | 481 | $64K | New |
| AGG iShares Core U.S. Aggregate | 0.04% | 98 | $59K | New |
| TRGP Targa Resources Corp. | 0.04% | 1,127 | $59K | Add +4.0% |
| PPL PPL Corp. | 0.04% | 1,582 | $57K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.04% | 510 | $55K | New |
| CSX CSX Corp. | 0.04% | 1,861 | $54K | New |
| GLD SPDR Gold Shares | 0.04% | 376 | $54K | Add +100.0% |
| PM Philip Morris International | 0.03% | 433 | $50K | Add +57.5% |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 251 | $49K | New |
| SHOP Shopify Inc. Class A | 0.03% | 190 | $49K | Reduce -63.5% |
| HBAN Huntington Bancshares Inc. | 0.03% | 15 | $48K | New |
| PHO Invesco Water Resources ETF | 0.03% | 604 | $48K | Reduce -20.0% |
| TSLA Tesla Inc. | 0.03% | 604 | $48K | Add +224.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 483 | $47K | Add +295.9% |
| MAR Marriott International Class A | 0.03% | 238 | $47K | New |
| VZ Verizon Communications Inc. | 0.03% | 1,034 | $47K | Reduce -0.2% |
| CI The Cigna Group | 0.03% | 658 | $46K | New |
| IEMG iShares Core MSCI Emerging | 0.03% | 459 | $46K | Reduce -13.6% |
| SHEL Shell PLC-ADR | 0.03% | 182 | $46K | New |
| YUMC Yum China Holdings Inc. | 0.03% | 934 | $46K | Add +5.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 1,087 | $45K | New |
| HD Home Depot Inc. | 0.03% | 366 | $44K | Add +12100.0% |
| RTX RTX Corp. | 0.03% | 337 | $44K | New |
| D Dominion Energy Inc. | 0.03% | 56 | $43K | Reduce -92.7% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 731 | $42K | New |
| MPC Marathon Petroleum Corp. | 0.03% | 294 | $42K | Reduce -1.0% |
| XCEM Columbia Em Core Ex-China | 0.03% | 1,413 | $41K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.03% | 136 | $39K | New |
| WM Waste Management Inc. | 0.03% | 231 | $38K | Add +39.2% |
| AMT American Tower Corp. | 0.02% | 170 | $37K | No change |
| PBA Pembina Pipeline Corp. | 0.02% | 40 | $36K | New |
| ICFI Icf International Inc. | 0.02% | 570 | $35K | No change |
| WFC Wells Fargo & Co. | 0.02% | 506 | $35K | Add +17.1% |
| ZTS Zoetis Inc. | 0.02% | 217 | $35K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 409 | $34K | New |
| EBAY eBay Inc. | 0.02% | 67 | $33K | New |
| SNY Sanofi-ADR | 0.02% | 55 | $33K | Reduce -90.8% |
| MMM 3M Co. | 0.02% | 226 | $33K | Add +0.4% |
| CME Cme Group Inc. | 0.02% | 123 | $32K | Add +3.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.02% | 483 | $31K | New |
| PGF Invesco Financial Preferred | 0.02% | 14 | $31K | Reduce -99.3% |
| PCF High Income Securities Fund | 0.02% | 4,628 | $30K | Add +2.7% |
| SLV iShares Silver Trust | 0.02% | 30 | $30K | Reduce -97.0% |
| MPB Mid Penn Bancorp Inc. | 0.02% | 1,163 | $30K | No change |
| DRLL Strive US Energy ETF | 0.02% | 309 | $29K | Reduce -68.7% |
| BR Broadridge Financial Solutio | 0.02% | 120 | $29K | Add +0.8% |
| CMCSA Comcast Corp. Class A | 0.02% | 774 | $29K | Add +5.9% |
| XYZ Block Inc. | 0.02% | 108 | $29K | New |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.02% | 77 | $29K | New |
| CARR Carrier Global Corp. | 0.02% | 436 | $27K | No change |
| NVS Novartis AG-Sponsored ADR | 0.02% | 117 | $27K | Reduce -51.6% |
| SCCO Southern Copper Corp. | 0.02% | 295 | $27K | Add +1.4% |
| BKLN Invesco Senior Loan ETF | 0.02% | 20 | $26K | Reduce -98.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 329 | $24K | New |
| IWF iShares Russell 1000 Growth | 0.02% | 361 | $24K | New |
| COST Costco Wholesale Corp. | 0.01% | 1,909 | $22K | Add +8200.0% |
| EIPI FT Energy Income ETF | 0.01% | 20 | $22K | New |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.01% | 305 | $22K | No change |
| ALLE Allegion PLC | 0.01% | 172 | $22K | No change |
| APD Air Products & Chemicals Inc. | 0.01% | 68 | $20K | New |
| PPA Invesco Aerospace & Defense | 0.01% | 179 | $20K | Add +2.3% |
| RRC Range Resources Corp. | 0.01% | 504 | $20K | Add +0.2% |
| AEP American Electric Power | 0.01% | 181 | $19K | New |
| NVDA Nvidia Corp. | 0.01% | 177 | $19K | Add +121.3% |
| DNP DNP Select Income Fund Inc. | 0.01% | 1,842 | $18K | Add +2.1% |
| URA Global X Uranium ETF | 0.01% | 813 | $18K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 182 | $18K | No change |
| CTVA Corteva Inc. | 0.01% | 219 | $17K | Reduce -20.6% |
| XRNPX Cohen & Steers REIT and Pref | 0.01% | 22 | $16K | New |
| HAL Halliburton Co. | 0.01% | 25 | $16K | New |
| ISRG Intuitive Surgical Inc. | 0.01% | 33 | $16K | No change |
| UTG Reaves Utility Income Fund | 0.01% | 32 | $16K | New |
| ALL Allstate Corp. | 0.01% | 207 | $15K | New |
| GEV GE Vernova Inc. | 0.01% | 947 | $15K | Add +2102.3% |
| XLV SS Health Care Select Sector | 0.01% | 102 | $15K | Add +12.1% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 140 | $15K | No change |
| CGW Invesco S&P Global Water Ind | 0.01% | 55 | $13K | New |
| EEM iShares MSCI Emerging Market | 0.01% | 251 | $13K | New |
| FBCG Fidelity Blue Chip Grow ETF | 0.01% | 39 | $12K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 117 | $12K | No change |
| UNL United States 12 Month Natur | 0.01% | 1,180 | $12K | No change |
| BLK BlackRock Finance Inc. | 0.01% | 12 | $11K | No change |
| FIS Fidelity National Info Serv | 0.01% | 150 | $11K | Add +0.7% |
| AGNG GLB X Aging Population ETF | 0.01% | 31 | $11K | Reduce -91.6% |
| XLI SS Industrial Select Sector | 0.01% | 84 | $11K | Add +9.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 51 | $10K | Reduce -74.5% |
| NWBI Northwest Bancshares Inc. | 0.01% | 12 | $9K | New |
| AFL Aflac Inc. | 0.01% | 74 | $8K | New |
| BP BP PLC-Spons ADR | 0.01% | 33 | $8K | New |
| CCD Calamos DYN Convert & Inc. | 0.01% | 21 | $8K | New |
| CHTR Charter Communications Inc. Class A | 0.01% | 368 | $8K | New |
| DOW Dow Inc. | 0.01% | 137 | $8K | New |
| BTZ BlackRock Credit Allocation | 0.00% | 10 | $7K | New |
| XMYDX BlackRock Muniyield Fund | 0.00% | 10 | $7K | New |
| GM General Motors Co. | 0.00% | 153 | $7K | No change |
| NORW Global X MSCI Norway ETF | 0.00% | 265 | $7K | New |
| IHAK iShares Cybersecurity & Tech | 0.00% | 153 | $7K | No change |
| NBB Nuveen Taxable Municipal Inc. | 0.00% | 16 | $7K | New |
| PLNT Planet Fitness Inc. Class A | 0.00% | 96 | $7K | Add +23.1% |
| XMQTX BlackRock Muniyield QLTY II | 0.00% | 10 | $6K | New |
| OIA Invesco Municipal Income Opp | 0.00% | 6 | $6K | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.00% | 11 | $6K | New |
| PANW Palo Alto Networks Inc. | 0.00% | 275 | $6K | New |
| QSR Restaurant Brands Intern | 0.00% | 94 | $6K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 77 | $6K | Reduce -86.3% |
| TFC Truist Financial Corp. | 0.00% | 166 | $6K | Add +56.6% |
| ARCC Ares Capital Corp. | 0.00% | 22 | $5K | New |
| BA The Boeing Co. | 0.00% | 35 | $5K | New |
| ICE Intercontinental Exchange Inc. | 0.00% | 172 | $5K | New |
| IIM Invesco Value Municipal Inco | 0.00% | 11 | $5K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 203 | $5K | Reduce -62.8% |
| VONG Vanguard Russell 1000 Growth | 0.00% | 92 | $5K | Add +67.3% |
| ETF SER SOLUTIONS | 0.00% | 96 | $4K | No change |
| TRV The Travelers Cos Inc. | 0.00% | 17 | $4K | New |
| TEL Te Connectivity PLC | 0.00% | 158 | $4K | New |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 94 | $4K | Add +123.8% |
| GME Gamestop Corp. Class A | 0.00% | 140 | $3K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 83 | $3K | New |
| XSD SS SPDR S&P Semiconductor | 0.00% | 17 | $3K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 114 | $3K | Add +395.6% |
| VTRS Viatris Inc. | 0.00% | 408 | $3K | Reduce -2.9% |
| WBD Warner Bros Discovery Inc. | 0.00% | 21 | $3K | New |
| MO Altria Group Inc. | 0.00% | 60 | $2K | New |
| AMP Ameriprise Financial Inc. | 0.00% | 484 | $2K | New |
| CHWY Chewy Inc. Class A | 0.00% | 90 | $2K | No change |
| FFSM Fidelity FNDM SM Mid Cap ETF | 0.00% | 50 | $2K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 10 | $2K | New |
| SMR Nuscale Power Corp. | 0.00% | 14 | $2K | Reduce -92.7% |
| SPHY SS SPDR P High Yield ETF | 0.00% | 114 | $2K | New |
| ADBE Adobe Inc. | 0.00% | 384 | $1K | Add +7580.0% |
| AMD Advanced Micro Devices | 0.00% | 205 | $1K | New |
| AAL American Airlines Group Inc. | 0.00% | 116 | $1K | New |
| AIG American International Group | 0.00% | 15 | $1K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 11 | $1K | No change |
| PSF Cohen & Steers Select Prefer | 0.00% | 19 | $1K | New |
| DELL Dell Technologies -C | 0.00% | 91 | $1K | New |
| DKNG Draftkings Inc. Class A | 0.00% | 33 | $1K | New |
| FCG First Trust Natural Gas ETF | 0.00% | 59 | $1K | Add +1.7% |
| LYV Live Nation Entertainment Inc. | 0.00% | 130 | $1K | New |
| OGN Organon & Co. | 0.00% | 81 | $1K | Reduce -28.3% |
| PINS Pinterest Inc. Class A | 0.00% | 39 | $1K | No change |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.00% | 65 | $1K | Add +225.0% |
| SIRI Sirius XM Holdings Inc. | 0.00% | 45 | $1K | New |
| TTWO Take-Two Interactive Softwre | 0.00% | 207 | $1K | New |
| VLTO Veralto Corp. | 0.00% | 16 | $1K | No change |
| ACN Accenture PLC Class A | 0.00% | 4 | $1K | No change |
| SFL SFL Corp. Ltd. | 0.00% | 8 | $1K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 662 | $1K | Add +33000.0% |
| XCHYX Calamos Convert & High Inc. | 0.00% | 20 | $200 | New |
| ARKK ARK Innovation ETF | 0.00% | 6 | $0 | New |
| ASX Ase Technology Holding -ADR | 0.00% | 59 | $0 | New |
| ABT Abbott Laboratories | 0.00% | 4 | $0 | New |
| ADVISORS SER TR | 0.00% | 15 | $0 | New |
| ANSS Ansys Inc. | 0.00% | 1 | $0 | New |
| BATRA Atlanta Braves Holdings in-A | 0.00% | 43 | $0 | New |
| BBWI Bath & Body Works Inc. | 0.00% | 30 | $0 | New |
| BYND Beyond Meat Inc. | 0.00% | 6 | $0 | New |
| BIIB Biogen Inc. | 0.00% | 2 | $0 | New |
| BAH Booz Allen Hamilton Holdings | 0.00% | 2 | $0 | New |
| CC The Chemours Co. | 0.00% | 13 | $0 | New |
| COIN Coinbase Global Inc. Class A | 0.00% | 172 | $0 | New |
| DOCU Docusign Inc. | 0.00% | 81 | $0 | New |
| ELF Elf Beauty Inc. | 0.00% | 62 | $0 | New |
| EXP Eagle Materials Inc. | 0.00% | 1 | $0 | New |
| EXPE Expedia Group Inc. | 0.00% | 168 | $0 | New |
| EXPO Exponent Inc. | 0.00% | 1 | $0 | New |
| FBOT Fidelity Disrupt Automat ETF | 0.00% | 25 | $0 | New |
| FDRV Fidelity Electr Veh & Fut TR | 0.00% | 13 | $0 | New |
| FDWM Fidelity Womens Leadership | 0.00% | 21 | $0 | New |
| FIVE Five Below | 0.00% | 1 | $0 | New |
| FCX Freeport-McMoran Inc. | 0.00% | 13 | $0 | New |
| GEHC GE Healthcare Technology | 0.00% | 171 | $0 | New |
| HPE Hewlett Packard Enterprise | 0.00% | 40 | $0 | New |
| PPLI People Inc. filed as IAC INC | 0.00% | 45 | $0 | New |
| KNSL Kinsale Capital Group Inc. | 0.00% | 1 | $0 | New |
| KHC The Kraft Heinz Co. | 0.00% | 30 | $0 | New |
| KD Kyndryl Holdings Inc. | 0.00% | 26 | $0 | New |
| TREE Lendingtree Inc. | 0.00% | 50 | $0 | New |
| LBRDK Liberty Broadband-C | 0.00% | 85 | $0 | New |
| LLYVA Liberty Media Corp.-Liberty-A | 0.00% | 67 | $0 | New |
| FWONA Liberty Media Corp. Class A | 0.00% | 81 | $0 | New |
| LGF.B Lions Gate Entertainment-B | 0.00% | 7 | $0 | New |
| VAC Marriott Vacations World | 0.00% | 64 | $0 | New |
| NWL Newell Brands Inc. | 0.00% | 6 | $0 | New |
| NKE Nike Inc. Class B | 0.00% | 71 | $0 | New |
| RBLX Roblox Corp. Class A | 0.00% | 58 | $0 | New |
| SYM Symbotic Inc. | 0.00% | 20 | $0 | New |
| DDD 3D Systems Corp. filed as 3-D SYS CORP DEL | 0.00% | 2 | $0 | New |
| TTE Totalenergies SE -Spon ADR | 0.00% | 13 | $0 | New |
| TRIP Tripadvisor Inc. | 0.00% | 14 | $0 | New |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 64 | $0 | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 1 | $0 | New |
| WEN The Wendy's Co. | 0.00% | 14 | $0 | New |
| ZM Zoom Communications Inc. | 0.00% | 14 | $0 | New |
| UBS UBS Group AG-Reg | 0.00% | 16 | $0 | New |