| VUG Vanguard Mrngstar GR ETF-Sui | 7.35% | 162,275 | $79.2M | Reduce -1.6% |
| STXT Strive Total Return Bond ETF | 6.52% | 3,491,661 | $70.2M | Add +4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.22% | 294,179 | $56.2M | Add +8.8% |
| DFSD Dimensional Short Duration | 5.04% | 1,131,781 | $54.3M | Add +23.4% |
| DFAI Dimensional International Co. | 4.94% | 1,395,818 | $53.2M | Add +1.2% |
| AVMC Avantis US Mid Cap Eq ETF | 4.89% | 744,556 | $52.6M | Add +4.7% |
| MSFT Microsoft Corp. | 4.78% | 106,416 | $51.5M | Add +164.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.65% | 124,823 | $39.3M | Reduce -13.7% |
| FDVV Fidelity High Dividend ETF | 3.58% | 680,694 | $38.6M | Reduce -12.1% |
| BUXX Strive Enhanced Income Short | 3.41% | 1,815,141 | $36.7M | Reduce -2.0% |
| STXE Strive Em Markets Ex-China | 2.95% | 885,223 | $31.8M | Reduce -0.5% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.42% | 386,534 | $26.1M | Add +11.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.36% | 87,637 | $25.4M | Add +7.0% |
| IDMO Invesco S&P International DE | 2.28% | 441,833 | $24.6M | Add +13.8% |
| SCHF Schwab Intl Equity ETF | 2.24% | 1,003,572 | $24.1M | Add +11.5% |
| CGSD Cap Group Short Duration | 2.12% | 878,176 | $22.8M | Reduce -3.1% |
| VNQ Vanguard Real Estate ETF | 1.91% | 232,840 | $20.6M | Add +5.4% |
| PRF Invesco Rafi US 1000 ETF | 1.82% | 418,309 | $19.6M | Reduce -7.8% |
| AVLV Avantis US Large Cap Value | 1.79% | 254,481 | $19.3M | Reduce -8.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.67% | 69,557 | $17.9M | Add +7.7% |
| VCRB Vanguard Core Bond ETF | 1.62% | 224,354 | $17.5M | Add +43.1% |
| SIVR Abrdn Physical Silver Shares | 1.52% | 242,170 | $16.4M | Reduce -26.0% |
| AAPL Apple Inc. | 1.35% | 53,488 | $14.5M | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.35% | 23,635 | $14.5M | Reduce -13.3% |
| AVUV Avantis US Small Cap Value | 1.21% | 128,170 | $13.1M | Add +7.8% |
| DEXC Dimensional Em Ex Cce ETF | 1.01% | 178,815 | $10.8M | Add +7.0% |
| DFSV Dimensional US Small Cap Val | 0.97% | 316,718 | $10.4M | Add +16.4% |
| VEXC Vanguard Emer Mark Ex-CH ETF | 0.84% | 114,068 | $9.1M | New |
| IUS Invesco Rafi Strategic US Et | 0.79% | 149,237 | $8.5M | Add +9.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 24,797 | $8.3M | Reduce -0.2% |
| VHT Vanguard Health Care ETF | 0.73% | 27,464 | $7.9M | Add +17393.0% |
| VPU Vanguard Utilities ETF | 0.73% | 42,248 | $7.8M | Add +21565.6% |
| VDC Vanguard Consumer Staple ETF | 0.72% | 36,895 | $7.8M | Add +461087.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.66% | 69,304 | $7.1M | Add +15.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 12,983 | $6.5M | Add +4.5% |
| IWY iShares Russell Top 200 Grow | 0.59% | 22,834 | $6.3M | Reduce -15.0% |
| VGSH Vanguard Short-Term Treasury | 0.52% | 95,569 | $5.6M | Add +21.9% |
| GOOG Alphabet Inc. Class C | 0.52% | 17,857 | $5.6M | Add +15.5% |
| COST Costco Wholesale Corp. | 0.51% | 6,421 | $5.5M | Reduce -0.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.47% | 70,111 | $5.1M | Reduce -61.8% |
| AMZN Amazon.com Inc. | 0.46% | 21,439 | $4.9M | Add +7.6% |
| UMH Umh Properties Inc. filed as UMH PPTYS INC | 0.36% | 241,158 | $3.8M | Reduce -6.1% |
| NVDA Nvidia Corp. | 0.33% | 19,063 | $3.6M | Reduce -22.7% |
| IVV iShares Core S&P 500 ETF | 0.33% | 5,157 | $3.5M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.30% | 10,147 | $3.2M | Reduce -0.3% |
| PCAR Paccar Inc. | 0.28% | 28,010 | $3.1M | Add +11.7% |
| WM Waste Management Inc. | 0.28% | 13,727 | $3.0M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 4,250 | $2.9M | Reduce -3.3% |
| IAGG iShares Intl Aggregate Bond | 0.25% | 52,823 | $2.6M | Add +18.4% |
| CMF iShares California Muni Bond | 0.23% | 43,767 | $2.5M | Add +25.1% |
| VFVA Vanguard U.S. Value Factor | 0.22% | 17,559 | $2.3M | Reduce -9.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 47,895 | $2.3M | Add +175.2% |
| JPM JPMorgan Chase & Co. | 0.21% | 7,068 | $2.3M | Add +5.2% |
| DUSB Dimension Ultrashort Fi ETF | 0.19% | 39,429 | $2.0M | New |
| TSLA Tesla Inc. | 0.18% | 4,284 | $1.9M | Reduce -2.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 35,251 | $1.8M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 0.14% | 2,264 | $1.5M | Add +4.4% |
| AFL Aflac Inc. | 0.14% | 13,529 | $1.5M | Reduce -16.0% |
| FTWO Strive Natural Resources And | 0.12% | 31,518 | $1.3M | New |
| IXUS iShares Core Intl Stock ETF | 0.11% | 14,067 | $1.2M | Add +2.1% |
| HD Home Depot Inc. | 0.10% | 3,254 | $1.1M | Add +0.2% |
| PULS Pgim Ultra Short Bond ETF | 0.10% | 21,076 | $1.0M | Reduce -1.0% |
| AXP American Express Co. | 0.10% | 2,802 | $1.0M | No change |
| BA The Boeing Co. | 0.09% | 4,516 | $980K | Add +8.3% |
| EFA iShares MSCI Eafe ETF | 0.09% | 9,978 | $958K | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.09% | 1,976 | $935K | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.08% | 1,448 | $908K | Add +100.5% |
| AVGO Broadcom Inc. | 0.08% | 2,564 | $887K | Add +31.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 15,890 | $874K | Add +4.8% |
| PG The Procter & Gamble Co. | 0.08% | 6,081 | $871K | Add +7.7% |
| CSCO Cisco Systems Inc. | 0.08% | 10,890 | $839K | Add +2.6% |
| VXUS Vanguard Total Intl Stock | 0.07% | 9,726 | $734K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 5,962 | $717K | Add +1.7% |
| EPD Enterprise Products Partners | 0.06% | 21,384 | $686K | Reduce -2.7% |
| V Visa Inc. Class A | 0.06% | 1,938 | $680K | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 5,641 | $678K | Reduce -5.0% |
| LLY Eli Lilly & Co. | 0.06% | 619 | $666K | Reduce -15.1% |
| MRK Merck & Co. Inc. | 0.06% | 6,192 | $652K | Add +2.5% |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 27,840 | $651K | Add +67.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 2,194 | $650K | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 0.06% | 1,075 | $649K | No change |
| SBUX Starbucks Corp. | 0.06% | 7,645 | $644K | Add +5.2% |
| ORCL Oracle Corp. | 0.06% | 3,191 | $622K | Add +12.8% |
| AMGN Amgen Inc. | 0.06% | 1,896 | $621K | Add +0.1% |
| MCD McDonald's Corp. | 0.06% | 2,016 | $616K | Add +38.6% |
| WMT Walmart Inc. | 0.06% | 5,438 | $606K | Add +50.5% |
| XCEM Columbia Em Core Ex-China | 0.06% | 15,527 | $596K | Reduce -11.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.05% | 12,201 | $550K | Add +43.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.05% | 12,477 | $544K | No change |
| XLK SS Technology Select Sector | 0.05% | 3,682 | $530K | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 7,970 | $526K | Add +2.0% |
| BND Vanguard Total Bond Market | 0.05% | 7,030 | $521K | Add +13.2% |
| SBIL Simplify Govt MNY MRKT ETF | 0.05% | 5,187 | $519K | New |
| ITW Illinois Tool Works | 0.05% | 2,063 | $508K | Add +0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.05% | 10,657 | $499K | Reduce -4.5% |
| CVX Chevron Corp. | 0.04% | 3,167 | $483K | Reduce -0.9% |
| LOW Lowe's Cos Inc. | 0.04% | 1,967 | $474K | Add +7.7% |
| RGLD Royal Gold Inc. | 0.04% | 2,056 | $457K | Reduce -6.8% |
| PEP Pepsico Inc. | 0.04% | 3,068 | $440K | Add +1.3% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 5,719 | $424K | Reduce -22.6% |
| IWD iShares Russell 1000 Value E | 0.04% | 1,987 | $418K | Add +10.6% |
| ES Eversource Energy | 0.04% | 6,077 | $409K | Reduce -5.4% |
| NKE Nike Inc. Class B | 0.04% | 6,100 | $389K | Add +0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 7,140 | $384K | Reduce -2.6% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,236 | $381K | Add +26.3% |
| NRG NRG Energy Inc. | 0.03% | 2,361 | $376K | Add +3.0% |
| EFAX State Street SPDR MSCI Eafe | 0.03% | 7,251 | $366K | Add +63.5% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.03% | 3,591 | $365K | Add +18.8% |
| T AT&T Inc. | 0.03% | 14,195 | $353K | Reduce -8.8% |
| NEM Newmont Corp. | 0.03% | 3,449 | $344K | Reduce -10.8% |
| VT Vanguard Tot World STK ETF | 0.03% | 2,436 | $344K | Add +62.6% |
| SSNC Ss&c Technologies Holdings | 0.03% | 3,716 | $325K | Add +449.7% |
| AEP American Electric Power | 0.03% | 2,809 | $324K | Reduce -3.3% |
| FSLR First Solar Inc. | 0.03% | 1,198 | $313K | Reduce -6.1% |
| MO Altria Group Inc. | 0.03% | 5,413 | $312K | Reduce -1.4% |
| CB Chubb Ltd. | 0.03% | 1,000 | $312K | Add +4.6% |
| CVS CVS Health Corp. | 0.03% | 3,769 | $299K | Add +5.3% |
| FIBK First Interstate Bancsys-A | 0.03% | 8,502 | $294K | New |
| IXG iShares Global Financials Et | 0.03% | 2,412 | $291K | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.03% | 710 | $281K | No change |
| DFNM Dimensional National Muni BD | 0.03% | 5,754 | $277K | Add +44.9% |
| IUSV iShares Core S&P U.S. Value | 0.03% | 2,683 | $275K | Add +0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 3,438 | $274K | Add +432.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,780 | $273K | No change |
| VEA Vanguard Ftse Developed ETF | 0.03% | 4,370 | $273K | Reduce -6.8% |
| SHOP Shopify Inc. Class A | 0.02% | 1,657 | $267K | Reduce -5.3% |
| CTSH Cognizant Tech Solutions-A | 0.02% | 3,202 | $266K | New |
| TMUS T-Mobile US Inc. | 0.02% | 1,300 | $264K | Reduce -1.9% |
| DFLV Dim US Large Cap Value ETF | 0.02% | 7,661 | $262K | Add +3.0% |
| ABBV Abbvie Inc. | 0.02% | 1,138 | $260K | Add +49.1% |
| NFLX Netflix Inc. | 0.02% | 2,760 | $259K | Add +4.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 1,219 | $258K | Add +60.2% |
| RIO Rio Tinto PLC-Spon ADR | 0.02% | 3,212 | $257K | Reduce -5.1% |
| ACN Accenture PLC Class A | 0.02% | 952 | $255K | Reduce -6.0% |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 3,234 | $255K | No change |
| COP Conocophillips | 0.02% | 2,721 | $255K | Add +12.1% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 2,095 | $253K | Add +18.7% |
| IWM iShares Russell 2000 ETF | 0.02% | 1,026 | $253K | Reduce -3.4% |
| DXIV Dimensional Intr Vtor E ETF | 0.02% | 3,853 | $251K | No change |
| MSI Motorola Solutions Inc. | 0.02% | 654 | $251K | Add +3.8% |
| MA Mastercard Inc. Class A | 0.02% | 439 | $251K | Add +7.3% |
| AGG iShares Core U.S. Aggregate | 0.02% | 2,502 | $250K | Add +0.8% |
| CAT Caterpillar Inc. | 0.02% | 427 | $245K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 273 | $240K | Add +2.6% |
| ORI Old Republic Intl Corp. | 0.02% | 4,997 | $228K | Add +1.7% |
| ABT Abbott Laboratories | 0.02% | 1,815 | $227K | Add +65.6% |
| BLK BlackRock Inc. | 0.02% | 212 | $227K | Add +5.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 5,087 | $226K | No change |
| SCHD Schwab US DVD Equity ETF | 0.02% | 8,234 | $226K | Reduce -36.3% |
| CEG Constellation Energy | 0.02% | 637 | $225K | Add +44.4% |
| RDVY First Trust Rising Dividend | 0.02% | 3,215 | $223K | Add +1151.0% |
| ETN Eaton Corp. PLC | 0.02% | 698 | $222K | Add +49.8% |
| UNH Unitedhealth Group Inc. | 0.02% | 668 | $220K | Add +3.4% |
| COF Capital One Financial Corp. | 0.02% | 907 | $220K | Add +4.0% |
| SNA Snap-on Inc. | 0.02% | 637 | $220K | No change |
| PAGP Plains GP Holdings LP | 0.02% | 11,456 | $219K | Reduce -10.9% |
| SYK Stryker Corp. | 0.02% | 621 | $218K | Add +2.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.02% | 2,228 | $218K | Add +24.3% |
| QCOM Qualcomm Inc. | 0.02% | 1,272 | $218K | Reduce -1.1% |
| TTE Totalenergies SE | 0.02% | 3,314 | $217K | New |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 1,285 | $216K | Reduce -22.7% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.02% | 1,434 | $213K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 1,793 | $208K | Reduce -4.3% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.02% | 1,452 | $206K | New |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.02% | 8,599 | $203K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 653 | $198K | Add +108.6% |
| MRVL Marvell Technology Inc. | 0.02% | 2,327 | $198K | Reduce -8.2% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.02% | 4,414 | $197K | Add +42.1% |
| MU Micron Technology Inc. | 0.02% | 686 | $196K | Add +1272.0% |
| STX Seagate Technology Holdings | 0.02% | 709 | $195K | No change |
| DELL Dell Technologies -C | 0.02% | 1,535 | $193K | Add +72.9% |
| BITO Proshares Bitcoin ETF-Usd | 0.02% | 15,754 | $192K | Reduce -48.1% |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 866 | $190K | Add +0.6% |
| KMI Kinder Morgan Inc. | 0.02% | 6,816 | $187K | Reduce -4.4% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 943 | $181K | Add +757.3% |
| DUK Duke Energy Corp. | 0.02% | 1,535 | $180K | Add +2.4% |
| WFC Wells Fargo & Co. | 0.02% | 1,913 | $178K | Add +0.2% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.02% | 1,936 | $175K | Add +7.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 1,959 | $175K | Add +909.8% |
| VCTR Victory Capital Holding - A | 0.02% | 2,753 | $174K | Reduce -72.6% |
| TMO Thermo Fisher Scientific Inc. | 0.02% | 297 | $172K | Add +50.8% |
| DFIV Dimensional International Va | 0.02% | 3,420 | $171K | Reduce -3.4% |
| DFAS Dimensional US Small Cap ETF | 0.02% | 2,428 | $169K | Reduce -16.3% |
| WLDN Willdan Group Inc. | 0.02% | 1,630 | $169K | Reduce -5.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.02% | 7,045 | $165K | Add +165.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.02% | 6,468 | $165K | Add +166.4% |
| GEV GE Vernova Inc. | 0.02% | 251 | $164K | Add +31.4% |
| HAWX iShares Cur HDG MSCI Acwi-X | 0.02% | 4,151 | $164K | New |
| DFAC Dimensional US Core Equity 2 | 0.01% | 4,034 | $160K | No change |
| AMD Advanced Micro Devices | 0.01% | 744 | $159K | Add +191.8% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.01% | 4,880 | $159K | New |
| WWD Woodward Inc. | 0.01% | 521 | $158K | Reduce -6.1% |
| IVLU iShares MSCI International V | 0.01% | 4,139 | $157K | Add +549.8% |
| XLF SS Financial Select Sector | 0.01% | 2,858 | $157K | Add +0.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.01% | 2,591 | $156K | Add +47.1% |
| DHR Danaher Corp. | 0.01% | 680 | $156K | Reduce -14.5% |
| VEEV Veeva Systems Inc. Class A | 0.01% | 697 | $156K | New |
| PFE Pfizer Inc. | 0.01% | 6,186 | $154K | Add +43.8% |
| IWB iShares Russell 1000 ETF | 0.01% | 410 | $153K | Add +0.2% |
| JNJ Johnson & Johnson | 0.01% | 727 | $150K | Add +34.6% |
| FFIV F5 Inc. | 0.01% | 580 | $148K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 3,271 | $148K | Add +3.5% |
| EMR Emerson Electric Co. | 0.01% | 1,105 | $147K | No change |
| LRCX Lam Research Corp. | 0.01% | 856 | $147K | Add +5.0% |
| PSX Phillips 66 | 0.01% | 1,134 | $146K | Add +4.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 5,196 | $141K | Add +6.3% |
| DMXU Xtrckr BBG Dev MK Ex Use ETF | 0.01% | 4,014 | $141K | Add +1.5% |
| CPA Copa Holdings SA Class A | 0.01% | 1,152 | $139K | Add +97.9% |
| AU Anglogold Ashanti PLC | 0.01% | 1,612 | $137K | Reduce -3.9% |
| PBR Petroleo Brasileiro-Spon ADR | 0.01% | 11,287 | $134K | New |
| HII Huntington Ingalls Industrie | 0.01% | 388 | $132K | Add +5.2% |
| NUSC Nuveen ESG Small-Cap ETF | 0.01% | 2,898 | $129K | Reduce -5.5% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 2,393 | $129K | Add +6.7% |
| MPC Marathon Petroleum Corp. | 0.01% | 788 | $128K | Add +14.4% |
| AMP Ameriprise Financial Inc. | 0.01% | 261 | $128K | No change |
| ENOV Enovis Corp. | 0.01% | 4,797 | $128K | Reduce -13.1% |
| APH Amphenol Corp. Class A | 0.01% | 940 | $127K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.01% | 2,542 | $127K | No change |
| DISV Dimensional International SM | 0.01% | 3,326 | $126K | Reduce -12.9% |
| STN Stantec Inc. | 0.01% | 1,317 | $124K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 265 | $124K | Add +5.2% |
| UPS United Parcel Service Class B | 0.01% | 1,240 | $123K | Add +2.5% |
| SCHK Schwab 1000 Index ETF | 0.01% | 3,738 | $123K | No change |
| VRT Vertiv Holdings Co. Class A | 0.01% | 750 | $122K | Add +1288.9% |
| ADP Automatic Data Processing | 0.01% | 472 | $121K | Add +6.1% |
| RTX RTX Corp. | 0.01% | 645 | $118K | Add +65.4% |
| XNTK SS SPDR Nyse Tech ETF | 0.01% | 425 | $118K | No change |
| SCHB Schwab US Broad Market ETF | 0.01% | 4,482 | $118K | No change |
| CSX CSX Corp. | 0.01% | 3,239 | $117K | Add +227.5% |
| PNC PNC Financial Services Group | 0.01% | 533 | $111K | Add +3.9% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.01% | 2,600 | $110K | New |
| CGMM Cap Group Small and Mid Cap | 0.01% | 3,820 | $110K | New |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 1,144 | $110K | Add +528.6% |
| BLV Vanguard Long-Term Bond ETF | 0.01% | 1,574 | $109K | No change |
| BX Blackstone Inc. | 0.01% | 702 | $108K | No change |
| AGX Argan Inc. | 0.01% | 342 | $107K | No change |
| KLAC KLA Corp. | 0.01% | 88 | $107K | Add +450.0% |
| TT Trane Technologies PLC | 0.01% | 275 | $107K | Add +120.0% |
| UFPI Ufp Industries Inc. | 0.01% | 1,142 | $104K | No change |
| XLE SS Energy Select Sector | 0.01% | 2,320 | $104K | Add +43.6% |
| SPOT Spotify Technology SA | 0.01% | 177 | $103K | No change |
| TTWO Take-Two Interactive Softwre | 0.01% | 401 | $103K | No change |
| ADBE Adobe Inc. | 0.01% | 290 | $101K | Reduce -2.0% |
| AZZ Azz Inc. | 0.01% | 946 | $101K | New |
| SCHA Schwab US Small-Cap ETF | 0.01% | 3,501 | $100K | Add +116.4% |
| SRE Sempra | 0.01% | 1,129 | $100K | Add +0.6% |
| ALK Alaska Air Group Inc. | 0.01% | 1,965 | $99K | Reduce -9.0% |
| DFAR Dimensional US Real Est ETF | 0.01% | 4,215 | $97K | No change |
| WES Western Midstream Partners L | 0.01% | 2,430 | $96K | No change |
| LZB La-Z-Boy Inc. | 0.01% | 2,561 | $95K | No change |
| DYFI Idx Dynamic Fixed Income ETF | 0.01% | 4,100 | $95K | No change |
| IAU iShares Gold Trust | 0.01% | 1,150 | $93K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 1,352 | $92K | No change |
| BP BP PLC-Spons ADR | 0.01% | 2,640 | $92K | Add +1.1% |
| PEG Public Service Enterprise GP | 0.01% | 1,142 | $92K | Add +55.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.01% | 500 | $91K | No change |
| MS Morgan Stanley | 0.01% | 513 | $91K | Add +1873.1% |
| ITDD iShares Lfepth TRGT 2040 | 0.01% | 2,577 | $91K | Add +7953.1% |
| OXLC Oxford Lane Capital Corp. | 0.01% | 6,167 | $90K | Add +31.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 701 | $90K | Reduce -28.3% |
| EW Edwards Lifesciences Corp. | 0.01% | 1,057 | $90K | Add +14.6% |
| AMAT Applied Materials Inc. | 0.01% | 350 | $90K | Reduce -11.6% |
| GNL Global Net Lease Inc. | 0.01% | 10,400 | $89K | New |
| MUSA Murphy USA Inc. | 0.01% | 220 | $89K | No change |
| IXN iShares Global Tech ETF | 0.01% | 844 | $89K | Reduce -3.6% |
| VXF Vanguard Extended Market ETF | 0.01% | 420 | $88K | Add +82.6% |
| FNF Fidelity National Financial | 0.01% | 1,605 | $88K | Reduce -9.5% |
| OSEA Harbor Intl Compounders ETF | 0.01% | 2,870 | $87K | Add +1.3% |
| AOM iShares Core 40/60 Moderate | 0.01% | 1,800 | $86K | Add +0.8% |
| SBRA Sabra Health Care REIT Inc. | 0.01% | 4,500 | $85K | New |
| PLOW Douglas Dynamics Inc. | 0.01% | 2,538 | $83K | No change |
| BXMT Blackstone Mortgage Tru Class A | 0.01% | 4,320 | $83K | New |
| SCHX Schwab US Large-Cap ETF | 0.01% | 3,021 | $81K | Add +22.5% |
| ISRG Intuitive Surgical Inc. | 0.01% | 142 | $80K | No change |
| OPY Oppenheimer Holdings Class A | 0.01% | 1,101 | $80K | New |
| DRI Darden Restaurants Inc. | 0.01% | 430 | $79K | No change |
| REM iShares Mortgage Real Estate | 0.01% | 3,540 | $79K | New |
| SW Smurfit Westrock PLC | 0.01% | 2,027 | $78K | No change |
| FTNT Fortinet Inc. | 0.01% | 982 | $78K | Add +22.4% |
| AVDV Avantis Intl S/C Value ETF | 0.01% | 822 | $77K | New |
| MMM 3M Co. | 0.01% | 482 | $77K | Reduce -1.8% |
| EMA Emera Inc. | 0.01% | 1,567 | $77K | Reduce -20.6% |
| RPM RPM International Inc. | 0.01% | 738 | $77K | No change |
| PRI Primerica Inc. | 0.01% | 297 | $77K | Reduce -6.3% |
| AHR American Healthcare REIT Inc. | 0.01% | 1,626 | $77K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.01% | 3,151 | $76K | Add +7.0% |
| PKG Packaging Corp. of America | 0.01% | 364 | $75K | No change |
| TY Tri-Continental Corp. | 0.01% | 2,293 | $75K | Add +6.3% |
| IVT Inventrust Properties Corp. | 0.01% | 2,629 | $74K | Reduce -12.5% |
| MPLX MPLX LP | 0.01% | 1,377 | $73K | No change |
| GLW Corning Inc. | 0.01% | 833 | $73K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 514 | $72K | Add +0.2% |
| TPL Texas Pacific Land Corp. | 0.01% | 252 | $72K | New |
| GILD Gilead Sciences Inc. | 0.01% | 585 | $72K | No change |
| GILT Gilat Satellite Networks Ltd. | 0.01% | 5,481 | $71K | Reduce -5.2% |
| XLV SS Health Care Select Sector | 0.01% | 458 | $71K | No change |
| ET Energy Transfer LP | 0.01% | 4,223 | $70K | Add +5.2% |
| GM General Motors Co. | 0.01% | 854 | $69K | No change |
| DFAX Dimensional World Ex US Core | 0.01% | 2,108 | $69K | Add +0.7% |
| STXG Strive 1000 Growth ETF | 0.01% | 1,352 | $69K | No change |
| STXV Strive 1000 Value ETF | 0.01% | 2,054 | $69K | Reduce -2.9% |
| VONG Vanguard Russell 1000 Growth | 0.01% | 561 | $68K | Add +22.2% |
| ITOT iShares Core S&P Total U.S. | 0.01% | 456 | $68K | Reduce -42.5% |
| VZ Verizon Communications Inc. | 0.01% | 1,660 | $68K | Reduce -85.2% |
| PM Philip Morris International | 0.01% | 417 | $67K | Add +108.5% |
| CSL Carlisle Cos Inc. | 0.01% | 208 | $67K | No change |
| TXN Texas Instruments Inc. | 0.01% | 381 | $66K | Add +16.5% |
| DFAW Dimensional World Eqty ETF | 0.01% | 872 | $65K | Add +6.0% |
| WAFD Wafd Inc. | 0.01% | 2,013 | $64K | Reduce -25.8% |
| FCX Freeport-McMoran Inc. | 0.01% | 1,265 | $64K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 132 | $64K | Add +48.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.01% | 2,572 | $62K | Add +1.5% |
| SE Sea Ltd.-ADR | 0.01% | 488 | $62K | No change |
| C Citigroup Inc. | 0.01% | 531 | $62K | No change |
| VGK Vanguard Ftse Europe ETF | 0.01% | 737 | $62K | Add +4.7% |
| LMNR Limoneira Co. | 0.01% | 4,870 | $61K | No change |
| AEO American Eagle Outfitters | 0.01% | 2,308 | $61K | No change |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.01% | 1,584 | $60K | Add +0.3% |
| HAL Halliburton Co. | 0.01% | 2,136 | $60K | Add +0.1% |
| EA Electronic Arts Inc. | 0.01% | 293 | $60K | No change |
| DFUV Dimensional US Marketwide Va | 0.01% | 1,285 | $60K | No change |
| TREE Lendingtree Inc. | 0.01% | 1,117 | $59K | New |
| UFEB Innovator U.S. Equity Ultra | 0.01% | 1,591 | $59K | No change |
| SCHG Schwab US Large-Cap Growth | 0.01% | 1,785 | $58K | Add +2.1% |
| TRV The Travelers Cos Inc. | 0.01% | 200 | $58K | Add +143.9% |
| MET Metlife Inc. | 0.01% | 733 | $58K | Add +142.7% |
| SGOV iShares 0-3 Month Treasury B | 0.01% | 571 | $57K | Add +0.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 203 | $57K | No change |
| ENSG The Ensign Group Inc. | 0.01% | 325 | $57K | Reduce -65.9% |
| REVG Rev Group Inc. | 0.01% | 929 | $56K | No change |
| EEMX State Street SPDR MSCI Emerg | 0.01% | 1,323 | $56K | Add +77.6% |
| FTI Technipfmc PLC | 0.01% | 1,239 | $55K | No change |
| RSG Republic Services Inc. | 0.01% | 260 | $55K | Add +16.6% |
| LINC Lincoln Educational Services | 0.01% | 2,267 | $55K | Reduce -19.5% |
| MMS Maximus Inc. | 0.01% | 631 | $54K | No change |
| CRM Salesforce Inc. | 0.01% | 205 | $54K | No change |
| XEL Xcel Energy Inc. | 0.01% | 733 | $54K | Add +0.7% |
| CL Colgate-Palmolive Co. | 0.01% | 685 | $54K | No change |
| HURN Huron Consulting Group Inc. | 0.01% | 312 | $54K | No change |
| CLS Celestica Inc. | 0.01% | 182 | $54K | No change |
| NAVI Navient Corp. | 0.01% | 4,117 | $54K | Reduce -18.7% |
| CATH Global X S&P 500 Ca Val ETF | 0.00% | 643 | $53K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 173 | $52K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 375 | $52K | No change |
| O Realty Income Corp. | 0.00% | 912 | $51K | Reduce -14.8% |
| VTR Ventas Inc. | 0.00% | 657 | $51K | No change |
| CBOE Cboe Global Markets Inc. | 0.00% | 200 | $50K | No change |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.00% | 946 | $49K | No change |
| TD Toronto-Dominion Bank | 0.00% | 517 | $49K | No change |
| PPL PPL Corp. | 0.00% | 1,372 | $48K | No change |
| MCO Moody's Corp. | 0.00% | 94 | $48K | No change |
| LNT Alliant Energy Corp. | 0.00% | 737 | $48K | No change |
| XLI SS Industrial Select Sector | 0.00% | 302 | $47K | No change |
| HON Honeywell International Inc. | 0.00% | 239 | $47K | Add +359.6% |
| CVMC Calvert US Mcap Core Resp | 0.00% | 724 | $46K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 1,611 | $46K | Reduce -2.7% |
| VCIT Vanguard Int-Term Corporate | 0.00% | 551 | $46K | Add +0.6% |
| EEM iShares MSCI Emerging Market | 0.00% | 842 | $46K | Add +7.1% |
| AMT American Tower Corp. | 0.00% | 262 | $46K | No change |
| UBS UBS Group AG-Reg | 0.00% | 991 | $46K | No change |
| ENB Enbridge Inc. | 0.00% | 958 | $46K | No change |
| RCI Rogers Communications Inc. Class B | 0.00% | 1,213 | $46K | Reduce -16.9% |
| HLIT Harmonic Inc. | 0.00% | 4,624 | $46K | Reduce -17.6% |
| SPGI S&P Global Inc. | 0.00% | 87 | $45K | No change |
| L Loews Corp. | 0.00% | 429 | $45K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 139 | $45K | No change |
| LUV Southwest Airlines Co. | 0.00% | 1,080 | $45K | No change |
| IMCV iShares Morningstar Mid-Cap | 0.00% | 540 | $44K | No change |
| MDT Medtronic PLC | 0.00% | 461 | $44K | Add +13.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 1,001 | $44K | Add +1.0% |
| BKLN Invesco Senior Loan ETF | 0.00% | 2,063 | $43K | No change |
| OXSQ Oxford Square Capital Corp. | 0.00% | 24,500 | $43K | New |
| DFAT Dimensional US Target Value | 0.00% | 719 | $43K | Reduce -41.3% |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 849 | $42K | No change |
| VFQY Vanguard U.S. Quality Factor | 0.00% | 274 | $42K | No change |
| LRN Stride Inc. | 0.00% | 647 | $42K | No change |
| NOC Northrop Grumman Corp. | 0.00% | 74 | $42K | No change |
| EXC Exelon Corp. | 0.00% | 961 | $42K | Add +298.8% |
| MINT PIMCO Enhanced Short Maturit | 0.00% | 413 | $41K | No change |
| BAH Booz Allen Hamilton Holdings | 0.00% | 490 | $41K | New |
| EOG EOG Resources Inc. | 0.00% | 392 | $41K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 997 | $41K | No change |
| ALL Allstate Corp. | 0.00% | 196 | $41K | Add +1533.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 491 | $41K | No change |
| VST Vistra Corp. | 0.00% | 249 | $40K | No change |
| HFWA Heritage Financial Corp. | 0.00% | 1,698 | $40K | No change |
| WPC WP Carey Inc. | 0.00% | 614 | $40K | No change |
| KO The Coca-Cola Co. | 0.00% | 561 | $39K | No change |
| VGT Vanguard Info Tech ETF | 0.00% | 52 | $39K | Add +6.1% |
| DBO Invesco DB Oil Fund | 0.00% | 3,200 | $39K | No change |
| TEL Te Connectivity PLC | 0.00% | 171 | $39K | No change |
| JPST JPMorgan Ultra-Short Income | 0.00% | 766 | $39K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 94 | $39K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.00% | 541 | $39K | Reduce -19.3% |
| BAX Baxter International Inc. | 0.00% | 1,987 | $38K | Reduce -17.8% |
| KBE SS SPDR S&P Bank ETF | 0.00% | 623 | $38K | No change |
| CP Canadian Pacific Kansas City | 0.00% | 512 | $38K | Add +475.3% |
| KR Kroger Co. | 0.00% | 602 | $38K | Reduce -19.7% |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 232 | $37K | No change |
| ADI Analog Devices Inc. | 0.00% | 137 | $37K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 175 | $37K | Reduce -5.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.00% | 165 | $37K | No change |
| PVH PVH Corp. | 0.00% | 553 | $37K | No change |
| STXF Strive 500 ETF | 0.00% | 837 | $37K | Reduce -18.4% |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 768 | $37K | Add +5.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.00% | 900 | $36K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 447 | $36K | No change |
| UNM Unum Group | 0.00% | 463 | $36K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 1,197 | $35K | No change |
| TNDM Tandem Diabetes Care Inc. | 0.00% | 1,605 | $35K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 456 | $35K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.00% | 1,135 | $35K | No change |
| CTVA Corteva Inc. | 0.00% | 519 | $35K | No change |
| IBP Installed Building Products | 0.00% | 134 | $35K | No change |
| PRIM Primoris Services Corp. | 0.00% | 277 | $34K | No change |
| AMLP Alerian MLP ETF | 0.00% | 729 | $34K | Add +21.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 122 | $34K | No change |
| WELL Welltower Inc. | 0.00% | 184 | $34K | No change |
| ACWI iShares MSCI Acwi ETF | 0.00% | 241 | $34K | Reduce -22.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 348 | $34K | Reduce -10.5% |
| SCMB Schwab Municipal Bond ETF | 0.00% | 1,315 | $34K | New |
| UMBF Umb Financial Corp. | 0.00% | 291 | $33K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.00% | 1,185 | $33K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 571 | $33K | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 200 | $32K | No change |
| CMI Cummins Inc. | 0.00% | 63 | $32K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 334 | $32K | Add +882.4% |
| SCHW Schwab (charles) Corp. | 0.00% | 321 | $32K | Add +143.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 604 | $32K | No change |
| TRP TC Energy Corp. | 0.00% | 580 | $32K | New |
| DGX Quest Diagnostics Inc. | 0.00% | 183 | $32K | New |
| WTW Willis Towers Watson PLC | 0.00% | 96 | $32K | No change |
| TXT Textron Inc. | 0.00% | 357 | $31K | No change |
| IWO iShares Russell 2000 Growth | 0.00% | 95 | $31K | No change |
| SYF Synchrony Financial | 0.00% | 365 | $30K | No change |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.00% | 714 | $30K | Add +102.8% |
| VFMF Vanguard US Multifactor ETF | 0.00% | 201 | $30K | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 0.00% | 52 | $30K | No change |
| DE Deere & Co. | 0.00% | 65 | $30K | New |
| AVMV Avantis US Mid Cap Val ETF | 0.00% | 423 | $30K | No change |
| PFF iShares Preferred & Income S | 0.00% | 970 | $30K | No change |
| OVV Ovintiv Inc. | 0.00% | 762 | $30K | No change |
| UTI Universal Technical Institut | 0.00% | 1,135 | $30K | No change |
| BE Bloom Energy Corp. Class A | 0.00% | 341 | $30K | No change |
| MDLZ Mondelez International Inc. Class A | 0.00% | 550 | $30K | New |
| INNOVATOR IBD 50 ETF | 0.00% | 850 | $30K | No change |
| FSBW FS Bancorp Inc. | 0.00% | 700 | $29K | No change |
| WU Western Union Co. | 0.00% | 3,080 | $29K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 155 | $29K | Add +25.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.00% | 1,126 | $29K | No change |
| MELI MercadoLibre Inc. | 0.00% | 14 | $28K | Add +40.0% |
| IVW iShares S&P 500 Growth ETF | 0.00% | 227 | $28K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 883 | $28K | Add +23.7% |
| GFF Griffon Corp. | 0.00% | 376 | $28K | Reduce -30.2% |
| BDX Becton Dickinson and Co. | 0.00% | 142 | $28K | No change |
| MUR Murphy Oil Corp. | 0.00% | 880 | $28K | No change |
| ALB Albemarle Corp. | 0.00% | 194 | $27K | No change |
| HESM Hess Midstream LP Class A | 0.00% | 790 | $27K | No change |
| WDAY Workday Inc. Class A | 0.00% | 125 | $27K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 151 | $27K | Add +9.4% |
| PGX Invesco Preferred ETF | 0.00% | 2,386 | $27K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.00% | 793 | $27K | No change |
| EARN Ellington Credit Co. | 0.00% | 4,931 | $26K | Reduce -53.3% |
| MSGS Madison Square Garden Sports | 0.00% | 100 | $26K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 274 | $26K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 705 | $26K | Reduce -22.0% |
| HEGD Swan Hedged Equity US LG Cap | 0.00% | 1,015 | $26K | No change |
| SCI Service Corp. International | 0.00% | 327 | $25K | Add +0.6% |
| IP International Paper Co. | 0.00% | 641 | $25K | Add +452.6% |
| VLO Valero Energy Corp. | 0.00% | 155 | $25K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 181 | $25K | No change |
| IRT Independence Realty Trust Inc. | 0.00% | 1,439 | $25K | No change |
| GVA Granite Construction Inc. | 0.00% | 217 | $25K | No change |
| ADUS Addus Homecare Corp. | 0.00% | 231 | $25K | No change |
| DVY iShares Select Dividend ETF | 0.00% | 176 | $25K | No change |
| IDV iShares International Select | 0.00% | 628 | $25K | No change |
| ARCC Ares Capital Corp. | 0.00% | 1,222 | $25K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.00% | 121 | $25K | Add +0.8% |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 285 | $25K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 212 | $24K | No change |
| USB US Bancorp | 0.00% | 452 | $24K | Add +33.7% |
| SMP Standard Motor Prods | 0.00% | 648 | $24K | New |
| EWJ iShares MSCI Japan ETF | 0.00% | 295 | $24K | No change |
| AZO AutoZone Inc. | 0.00% | 7 | $24K | No change |
| PSMT Pricesmart Inc. | 0.00% | 191 | $23K | No change |
| TSBK Timberland Bancorp Inc. | 0.00% | 650 | $23K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 108 | $23K | No change |
| USLM United States Lime & Mineral | 0.00% | 192 | $23K | New |
| IVR Invesco Mortgage Capital | 0.00% | 2,727 | $23K | Reduce -59.0% |
| DORM Dorman Products Inc. | 0.00% | 183 | $23K | Reduce -36.0% |
| VTIP Vanguard Short-Term Tips | 0.00% | 455 | $23K | Reduce -3.8% |
| HODL Vaneck Bitcoin ETF | 0.00% | 905 | $22K | Add +7.7% |
| SCHH Schwab US REIT ETF | 0.00% | 1,070 | $22K | Add +21.7% |
| APO Apollo Global Management Inc. | 0.00% | 154 | $22K | No change |
| GNTX Gentex Corp. | 0.00% | 950 | $22K | No change |
| GEHC GE Healthcare Technology | 0.00% | 263 | $22K | Add +42.2% |
| DOCU Docusign Inc. | 0.00% | 315 | $22K | Reduce -27.1% |
| VYM Vanguard High DVD Yield ETF | 0.00% | 150 | $22K | No change |
| FLDR Fidelity Low Durat Fact ETF | 0.00% | 427 | $21K | Reduce -48.2% |
| PFG Principal Financial Group | 0.00% | 243 | $21K | Add +242.3% |
| XLY SS Consumer Disc Select Sect | 0.00% | 178 | $21K | No change |
| APTV Aptiv PLC | 0.00% | 279 | $21K | Reduce -86.5% |
| ARR Armour Residential REIT Inc. | 0.00% | 1,198 | $21K | Reduce -60.3% |
| FSK FS KKR Capital Corp. | 0.00% | 1,421 | $21K | No change |
| TFC Truist Financial Corp. | 0.00% | 427 | $21K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 1,276 | $21K | No change |
| NLY Annaly Capital Management Inc. | 0.00% | 935 | $21K | Reduce -71.1% |
| ILTB iShares Core 10+ Year Usd Bo | 0.00% | 421 | $21K | Add +8.5% |
| GRMN Garmin Ltd. | 0.00% | 103 | $21K | No change |
| ORC Orchid Island Capital Inc. | 0.00% | 2,884 | $21K | Reduce -59.5% |
| HPQ HP Inc. | 0.00% | 932 | $21K | No change |
| UL Unilever PLC-Sponsored ADR | 0.00% | 317 | $21K | Reduce -0.3% |
| JCI Johnson Controls Internation | 0.00% | 173 | $21K | No change |
| MBB iShares MBS ETF | 0.00% | 217 | $21K | No change |
| TBBK The Bancorp Inc. | 0.00% | 305 | $21K | No change |
| ANET Arista Networks Inc. | 0.00% | 157 | $21K | New |
| NSC Norfolk Southern Corp. | 0.00% | 71 | $20K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 172 | $20K | No change |
| TILE Interface Inc. | 0.00% | 725 | $20K | Reduce -1.8% |
| ITDI iShares Lifepath Target 2065 | 0.00% | 536 | $20K | New |
| IEMG iShares Core MSCI Emerging | 0.00% | 296 | $20K | Reduce -25.4% |
| VRP Invesco Variable Rate Prefer | 0.00% | 800 | $19K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 109 | $19K | No change |
| WY Weyerhaeuser Co. | 0.00% | 813 | $19K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 1,457 | $19K | No change |
| ACP Abrdn Income Credit Strat | 0.00% | 3,549 | $19K | Reduce -59.5% |
| IR Ingersoll-Rand Inc. | 0.00% | 242 | $19K | Add +120.0% |
| SPOK Spok Holdings Inc. filed as SPOK HLDGS INC | 0.00% | 1,451 | $19K | Reduce -33.0% |
| INTC Intel Corp. | 0.00% | 517 | $19K | Reduce -29.8% |
| TPVG Triplepoint Venture Growth B | 0.00% | 2,917 | $19K | Reduce -59.9% |
| SLV iShares Silver Trust | 0.00% | 296 | $19K | Add +1038.5% |
| TSCO Tractor Supply Company | 0.00% | 380 | $19K | No change |
| CGGR Cap Group Growth Equity | 0.00% | 420 | $19K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 208 | $19K | Reduce -17.1% |
| ETG Eaton Vance T/A GL DVD Incm | 0.00% | 800 | $18K | No change |
| CCL Carnival Corp. | 0.00% | 600 | $18K | No change |
| BIPC Brookfield Infrastructure-A | 0.00% | 401 | $18K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.00% | 523 | $18K | No change |
| NICE Nice Ltd. - Spon ADR | 0.00% | 160 | $18K | No change |
| CFG Citizens Financial Group | 0.00% | 309 | $18K | No change |
| IDU iShares US Utilities ETF | 0.00% | 166 | $18K | No change |
| SNOW Snowflake Inc. | 0.00% | 82 | $18K | No change |
| BITW Bitwise 10 Crypto Index ETF | 0.00% | 302 | $18K | New |
| ICE Intercontinental Exchange Inc. | 0.00% | 109 | $18K | Add +49.3% |
| PSA Public Storage | 0.00% | 68 | $18K | No change |
| TFSL TFS Financial Corp. | 0.00% | 1,317 | $18K | No change |
| RFV Invesco S&P Midcap 400 Pure | 0.00% | 137 | $18K | No change |
| CSGP Costar Group Inc. | 0.00% | 258 | $17K | Reduce -23.7% |
| AN Autonation Inc. | 0.00% | 84 | $17K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 503 | $17K | Reduce -10.7% |
| SNDK Sandisk Corp. | 0.00% | 73 | $17K | No change |
| PXF Invesco Rafi Developed Marke | 0.00% | 263 | $17K | Add +241.6% |
| J Jacobs Solutions Inc. | 0.00% | 130 | $17K | No change |
| BTI British American Tob-SP ADR | 0.00% | 304 | $17K | No change |
| LEG Leggett & Platt Inc. | 0.00% | 1,556 | $17K | No change |
| BKIE BNY Mellon Intl Eqty ETF | 0.00% | 184 | $17K | No change |
| FE Firstenergy Corp. | 0.00% | 380 | $17K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 282 | $17K | No change |
| PBE Invesco Biotechnology & Geno | 0.00% | 205 | $17K | No change |
| FDX FedEx Corp. | 0.00% | 58 | $17K | Reduce -7.9% |
| BCAT BlackRock Capital Alloc TR | 0.00% | 1,161 | $16K | Reduce -61.3% |
| WTRG Essential Utilities Inc. | 0.00% | 424 | $16K | No change |
| VMC Vulcan Materials Co. | 0.00% | 57 | $16K | No change |
| CECO Ceco Environmental Corp. | 0.00% | 271 | $16K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 80 | $16K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.00% | 389 | $16K | New |
| AVXC Avantis Emg MKT Ex China ETF | 0.00% | 246 | $16K | No change |
| Q Qnity Electronics Inc. | 0.00% | 192 | $16K | Reduce -0.8% |
| POR Portland General Electric Co. | 0.00% | 326 | $16K | Add +0.6% |
| PFLT Pennantpark Floating Rate Ca | 0.00% | 1,687 | $16K | New |
| NBTB N B T Bancorp Inc. | 0.00% | 375 | $16K | Add +0.3% |
| DD Dupont DE Nemours Inc. | 0.00% | 387 | $16K | No change |
| JOBY Joby Aviation Inc. | 0.00% | 1,166 | $15K | No change |
| EQIX Equinix Inc. | 0.00% | 20 | $15K | Add +66.7% |
| PKST Peakstone Realty Trust | 0.00% | 1,068 | $15K | Add +0.6% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.00% | 180 | $15K | New |
| ECC Eagle Point Credit Co. | 0.00% | 2,618 | $15K | Reduce -57.2% |
| ACM Aecom | 0.00% | 158 | $15K | New |
| KEY Keycorp | 0.00% | 727 | $15K | No change |
| CNH CNH Industrial NV | 0.00% | 1,623 | $15K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 622 | $15K | No change |
| BTO John Hancock Financial Opp | 0.00% | 425 | $15K | New |
| DLR Digital Realty Trust Inc. | 0.00% | 96 | $15K | No change |
| IETC iShares U.S. Tech Independen | 0.00% | 146 | $15K | No change |
| AON Aon PLC Class A | 0.00% | 42 | $15K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 150 | $15K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 65 | $15K | No change |
| ALG Alamo Group Inc. | 0.00% | 84 | $14K | No change |
| ERC Allspring Multi-Sector Inc. | 0.00% | 1,510 | $14K | No change |
| FITB Fifth Third Bancorp | 0.00% | 298 | $14K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 177 | $14K | No change |
| TRUP Trupanion Inc. | 0.00% | 368 | $14K | Reduce -63.3% |
| RF Regions Financial Corp. | 0.00% | 506 | $14K | No change |
| VTWV Vanguard Russell 2000 Value | 0.00% | 85 | $14K | No change |
| TR Tootsie Roll Inds | 0.00% | 370 | $14K | No change |
| D Dominion Energy Inc. | 0.00% | 230 | $13K | No change |
| LVS Las Vegas Sands Corp. | 0.00% | 207 | $13K | No change |
| CAG Conagra Brands Inc. | 0.00% | 778 | $13K | No change |
| GNRC Generac Holdings Inc. | 0.00% | 98 | $13K | No change |
| AGNC AGNC Investment Corp. | 0.00% | 1,226 | $13K | No change |
| GWW WW Grainger Inc. | 0.00% | 13 | $13K | Reduce -27.8% |
| SCHO Schwab Short-Term US Treas | 0.00% | 538 | $13K | No change |
| B Barrick Mining Corp. | 0.00% | 300 | $13K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 337 | $13K | Reduce -32.5% |
| AVSC Avantis US Small Cap Equity | 0.00% | 222 | $13K | No change |
| HR Healthcare Realty Trust Inc. | 0.00% | 766 | $13K | No change |
| CCD Calamos DYN Convert & Inc. | 0.00% | 620 | $13K | No change |
| SVM Silvercorp Metals Inc. | 0.00% | 1,545 | $13K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 500 | $13K | No change |
| PLNT Planet Fitness Inc. Class A | 0.00% | 118 | $13K | No change |
| VLUE iShares MSCI USA Value Facto | 0.00% | 91 | $13K | No change |
| GD General Dynamics Corp. | 0.00% | 37 | $12K | No change |
| LIND Lindblad Expeditions Holding | 0.00% | 863 | $12K | No change |
| VCR Vanguard Consumer Discre ETF | 0.00% | 31 | $12K | No change |
| NEE Nextera Energy Inc. | 0.00% | 152 | $12K | No change |
| TOL Toll Brothers Inc. | 0.00% | 90 | $12K | No change |
| WDC Western Digital Corp. | 0.00% | 70 | $12K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 155 | $12K | Add +84.5% |
| GLTR Abrdn Precious Metals Basket | 0.00% | 58 | $12K | No change |
| SCHM Schwab US Mid Cap ETF | 0.00% | 396 | $12K | No change |
| SFL SFL Corp. Ltd. | 0.00% | 1,518 | $12K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 131 | $12K | No change |
| HTD John Hancock Tax Adv DVD Inc. filed as HANCOCK JOHN TAX-ADVANTAGED | 0.00% | 500 | $12K | No change |
| EFX Equifax Inc. | 0.00% | 53 | $12K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 119 | $11K | No change |
| VLTO Veralto Corp. | 0.00% | 114 | $11K | Reduce -25.0% |
| BLD Topbuild Corp. | 0.00% | 27 | $11K | No change |
| PNR Pentair PLC | 0.00% | 108 | $11K | No change |
| MGA Magna International Inc. | 0.00% | 210 | $11K | No change |
| EMLC Vaneck JPM Em Local Curr BND | 0.00% | 433 | $11K | No change |
| VTRS Viatris Inc. | 0.00% | 891 | $11K | Add +1.8% |
| CMCSA Comcast Corp. Class A | 0.00% | 371 | $11K | No change |
| UBER Uber Technologies Inc. | 0.00% | 135 | $11K | No change |
| NVT Nvent Electric PLC | 0.00% | 108 | $11K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 555 | $11K | Reduce -52.6% |
| FSSL FS Specialty Lending Fund | 0.00% | 771 | $11K | New |
| ETHW Bitwise Ethereum ETF | 0.00% | 510 | $11K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 155 | $11K | No change |
| ICF iShares Select U.S. REIT ETF | 0.00% | 180 | $11K | No change |
| AEHR Aehr Test Systems | 0.00% | 531 | $11K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 2 | $11K | No change |
| M Macy's Inc. | 0.00% | 485 | $11K | No change |
| VFH Vanguard Financials ETF | 0.00% | 80 | $11K | New |
| XLB SS Materials Select Sector | 0.00% | 235 | $11K | Add +5.9% |
| VLY Valley National Bancorp | 0.00% | 900 | $11K | No change |
| GEN Gen Digital Inc. | 0.00% | 381 | $10K | No change |
| LAR Lithium Argentina AG | 0.00% | 1,834 | $10K | No change |
| FISV Fiserv Inc. | 0.00% | 152 | $10K | Reduce -34.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 200 | $10K | No change |
| AVK Advent Convert & Income | 0.00% | 805 | $10K | No change |
| TIPZ PIMCO Broad US Tips Index | 0.00% | 191 | $10K | No change |
| XRPI XRP ETF | 0.00% | 946 | $10K | No change |
| CLMT Calumet Inc. | 0.00% | 500 | $10K | No change |
| COLM Columbia Sportswear Co. | 0.00% | 180 | $10K | No change |
| PLD Prologis Inc. | 0.00% | 77 | $10K | New |
| KRE SS SPDR S&P Regional Bank | 0.00% | 150 | $10K | No change |
| MSTR Strategy Inc. | 0.00% | 64 | $10K | Reduce -90.4% |
| UNP Union Pacific Corp. | 0.00% | 42 | $10K | New |
| XLP SS Consumer Staples Sel Sect | 0.00% | 124 | $10K | No change |
| EIX Edison International | 0.00% | 160 | $10K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 33 | $10K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 100 | $9K | No change |
| ACMR Acm Research Inc. Class A | 0.00% | 238 | $9K | No change |
| LIN Linde PLC | 0.00% | 22 | $9K | New |
| GOLF Acushnet Holdings Corp. | 0.00% | 117 | $9K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.00% | 100 | $9K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 36 | $9K | New |
| CACI Caci International Inc. Class A | 0.00% | 17 | $9K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 119 | $9K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.00% | 200 | $9K | No change |
| MWA Mueller Water Products Inc. Class A | 0.00% | 372 | $9K | Reduce -57.3% |
| GDX Vaneck Gold Miners ETF | 0.00% | 103 | $9K | No change |
| DBD Diebold Nixdorf Inc. | 0.00% | 130 | $9K | No change |
| AROC Archrock Inc. | 0.00% | 338 | $9K | Reduce -52.3% |
| DINO HF Sinclair Corp. | 0.00% | 190 | $9K | Add +1.1% |
| KHC The Kraft Heinz Co. | 0.00% | 360 | $9K | No change |
| THO Thor Industries Inc. | 0.00% | 85 | $9K | No change |
| BIP Brookfield Infrastructure Pa | 0.00% | 250 | $9K | No change |
| NGVC Natural Grocers BY Vitamin C | 0.00% | 345 | $9K | Reduce -79.7% |
| IWN iShares Russell 2000 Value E | 0.00% | 47 | $9K | No change |
| CHI Calamos Convert Opport & Inc. | 0.00% | 811 | $8K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 54 | $8K | No change |
| FAST Fastenal Co. | 0.00% | 209 | $8K | New |
| DG Dollar General Corp. | 0.00% | 63 | $8K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 40 | $8K | No change |
| CRH CRH PLC | 0.00% | 66 | $8K | No change |
| OLN Olin Corp. | 0.00% | 396 | $8K | No change |
| VFMV Vanguard US Minimum Volatili | 0.00% | 63 | $8K | No change |
| XYZ Block Inc. | 0.00% | 125 | $8K | Add +25.0% |
| VNO Vornado Realty Trust | 0.00% | 242 | $8K | No change |
| BANR Banner Corporation | 0.00% | 128 | $8K | No change |
| UFOX Defiance Space and Connectiv | 0.00% | 125 | $8K | No change |
| BCPC Balchem Corp. | 0.00% | 52 | $8K | No change |
| KRNT Kornit Digital Ltd. | 0.00% | 554 | $8K | No change |
| ALLE Allegion PLC | 0.00% | 50 | $8K | New |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.00% | 164 | $8K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.00% | 110 | $8K | No change |
| BBW Build-A-Bear Workshop Inc. | 0.00% | 128 | $8K | No change |
| BITQ Bitwise Crypto Indu Inno ETF | 0.00% | 393 | $8K | New |
| KRG Kite Realty Group Trust | 0.00% | 324 | $8K | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 139 | $8K | No change |
| STRIVE INC | 0.00% | 10,505 | $8K | New |
| STT State Street Corp. | 0.00% | 60 | $8K | No change |
| PCH Potlatchdeltic Corp. | 0.00% | 192 | $8K | No change |
| AVMU Avantis Core Municipal Fixed | 0.00% | 165 | $8K | No change |
| EEFT Euronet Worldwide Inc. | 0.00% | 100 | $8K | No change |
| CLX Clorox Company | 0.00% | 75 | $8K | Add +50.0% |
| BIIB Biogen Inc. | 0.00% | 43 | $8K | No change |
| SO The Southern Co. | 0.00% | 86 | $7K | Reduce -75.4% |
| MGEE Mge Energy Inc. | 0.00% | 95 | $7K | No change |
| EXPE Expedia Group Inc. | 0.00% | 26 | $7K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 82 | $7K | No change |
| BSX Boston Scientific Corp. | 0.00% | 77 | $7K | No change |
| HSY The Hershey Co. | 0.00% | 40 | $7K | No change |
| OHI Omega Healthcare Investors | 0.00% | 164 | $7K | No change |
| VMI Valmont Industries | 0.00% | 18 | $7K | No change |
| CTRE Caretrust REIT Inc. | 0.00% | 200 | $7K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.00% | 157 | $7K | Add +60.2% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.00% | 55 | $7K | No change |
| REZ Ishars Res and Multi Reales | 0.00% | 86 | $7K | Add +1.2% |
| CPRT Copart Inc. | 0.00% | 180 | $7K | No change |
| AVGE Avantis All Eqty Mrkts ETF | 0.00% | 82 | $7K | Reduce -15.5% |
| FDN First Trust DJ Internet Ind | 0.00% | 26 | $7K | No change |
| MP MP Materials Corp. | 0.00% | 138 | $7K | No change |
| OMC Omnicom Group | 0.00% | 86 | $7K | No change |
| VDE Vanguard Energy ETF | 0.00% | 55 | $7K | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 246 | $7K | No change |
| AME Ametek Inc. | 0.00% | 33 | $7K | No change |
| ARKK ARK Innovation ETF | 0.00% | 88 | $7K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 33 | $7K | No change |
| OPCH Option Care Health Inc. | 0.00% | 209 | $7K | New |
| SOLV Solventum Corp. | 0.00% | 84 | $7K | Reduce -5.6% |
| DBB Invesco DB Base Metals Fund | 0.00% | 290 | $7K | No change |
| PWV Invesco Large Cap Value ETF | 0.00% | 100 | $7K | No change |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.00% | 181 | $7K | No change |
| IBKR Interactive Brokers Gro Class A | 0.00% | 101 | $6K | No change |
| LEN Lennar Corp. Class A | 0.00% | 63 | $6K | No change |
| LBTYK Liberty Global Ltd. Class C | 0.00% | 581 | $6K | No change |
| OCSL Oaktree Specialty Lending Co. | 0.00% | 500 | $6K | New |
| CLMB Climb Global Solutions Inc. | 0.00% | 61 | $6K | No change |
| IZRL ARK Israel Innovative Techno | 0.00% | 207 | $6K | No change |
| PPG PPG Industries Inc. | 0.00% | 60 | $6K | Add +400.0% |
| FFBC First Financial Bancorp | 0.00% | 244 | $6K | No change |
| WSO Watsco Inc. | 0.00% | 18 | $6K | New |
| BZH Beazer Homes USA Inc. | 0.00% | 299 | $6K | No change |
| AVLC Avantis US LG Cap Eq ETF | 0.00% | 77 | $6K | No change |
| S Sentinelone Inc. Class A | 0.00% | 400 | $6K | Reduce -52.6% |
| INTU Intuit Inc. | 0.00% | 9 | $6K | Add +200.0% |
| INQQ Inqq the India Internet ETF filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 400 | $6K | No change |
| ED Consolidated Edison Inc. | 0.00% | 59 | $6K | New |
| VNM Vaneck Vietnam ETF | 0.00% | 307 | $6K | No change |
| VRSN Verisign Inc. | 0.00% | 24 | $6K | No change |
| OC Owens Corning | 0.00% | 51 | $6K | Add +218.8% |
| RGEN Repligen Corp. | 0.00% | 35 | $6K | No change |
| FT Franklin Universal Trust | 0.00% | 714 | $6K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 253 | $6K | Add +24.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 61 | $6K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 150 | $6K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.00% | 129 | $6K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 60 | $5K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 34 | $5K | No change |
| EXEL Exelixis Inc. | 0.00% | 123 | $5K | New |
| CHKP Check Point Software Tech | 0.00% | 29 | $5K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 29 | $5K | No change |
| ITEQ Amplify Bluestar Israel Tech | 0.00% | 92 | $5K | No change |
| MIND Mind Technology Inc. | 0.00% | 605 | $5K | New |
| QLYS Qualys Inc. | 0.00% | 40 | $5K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.00% | 11 | $5K | No change |
| DOV Dover Corp. | 0.00% | 27 | $5K | New |
| STZ Constellation Brands Inc. Class A | 0.00% | 38 | $5K | Add +280.0% |
| MCHP Microchip Technology Inc. | 0.00% | 82 | $5K | New |
| AEE Ameren Corporation | 0.00% | 52 | $5K | New |
| HOLX Hologic Inc. | 0.00% | 69 | $5K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 88 | $5K | Add +120.0% |
| SYY Sysco Corp. | 0.00% | 69 | $5K | New |
| KD Kyndryl Holdings Inc. | 0.00% | 190 | $5K | Add +111.1% |
| THG Hanover Insurance Group Inc./ | 0.00% | 27 | $5K | Reduce -74.0% |
| HUN Huntsman Corp. | 0.00% | 489 | $5K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 135 | $5K | Add +3.9% |
| CTS CTS Corp. | 0.00% | 113 | $5K | No change |
| VOX Vanguard Communication Servi | 0.00% | 25 | $5K | No change |
| TSI TCW Strategic Income Fund | 0.00% | 965 | $5K | No change |
| STPZ PIMCO 1-5 Year US Tips Index | 0.00% | 89 | $5K | No change |
| EZBC Franklin Bitcoin ETF | 0.00% | 94 | $5K | New |
| YUM Yum! Brands Inc. | 0.00% | 31 | $5K | New |
| HYZD Wisdomtree Interest Rate Hed | 0.00% | 207 | $5K | No change |
| SCCO Southern Copper Corp. | 0.00% | 32 | $5K | No change |
| EZPZ Franklin Crypto Index ETF | 0.00% | 205 | $5K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 108 | $5K | No change |
| FETH Fidelity Ethereum Fund | 0.00% | 153 | $5K | No change |
| MTN Vail Resorts Inc. | 0.00% | 34 | $5K | No change |
| NUE Nucor Corp. | 0.00% | 27 | $4K | No change |
| ABG Asbury Automotive Group | 0.00% | 19 | $4K | No change |
| MJ Amplify Alternat Harvest ETF | 0.00% | 148 | $4K | No change |
| EZET Franklin Ethereum ETF | 0.00% | 195 | $4K | New |
| TMHC Taylor Morrison Home Corp. | 0.00% | 74 | $4K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 4 | $4K | Reduce -60.0% |
| UE Urban Edge Properties | 0.00% | 221 | $4K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 7 | $4K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.00% | 45 | $4K | No change |
| GPC Genuine Parts Co. | 0.00% | 34 | $4K | Reduce -91.0% |
| ALLY Ally Financial Inc. | 0.00% | 92 | $4K | No change |
| OXM Oxford Industries Inc. | 0.00% | 121 | $4K | New |
| TGT Target Corp. | 0.00% | 42 | $4K | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 63 | $4K | No change |
| BR Broadridge Financial Solutio | 0.00% | 18 | $4K | No change |
| WEN The Wendy's Co. | 0.00% | 476 | $4K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 136 | $4K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 45 | $4K | No change |
| JNK SS SPDR BB High Yield Bond | 0.00% | 40 | $4K | Add +2.6% |
| USNA Usana Health Sciences Inc. | 0.00% | 198 | $4K | No change |
| VCLT Vanguard Long-Term Corp. Bond | 0.00% | 51 | $4K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 60 | $4K | Reduce -23.1% |
| KTOS Kratos Defense & Security | 0.00% | 50 | $4K | No change |
| UGI Ugi Corp. | 0.00% | 100 | $4K | No change |
| NOV Nov Inc. | 0.00% | 236 | $4K | No change |
| SAP Sap SE-Sponsored ADR | 0.00% | 15 | $4K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 89 | $4K | No change |
| OKLO Oklo Inc. | 0.00% | 50 | $4K | No change |
| KWR Quaker Chemical Corporation | 0.00% | 26 | $4K | No change |
| SNV Synovus Financial Corp. | 0.00% | 71 | $4K | Reduce -86.9% |
| AWK American Water Works Co. Inc. | 0.00% | 27 | $4K | No change |
| LHX L3HARRIS Technologies Inc. | 0.00% | 12 | $4K | No change |
| SVV Savers Value Village Inc. | 0.00% | 377 | $4K | No change |
| GIS General Mills Inc. | 0.00% | 75 | $3K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 260 | $3K | Add +1.2% |
| IDXX Idexx Laboratories Inc. | 0.00% | 5 | $3K | New |
| BROS Dutch Bros Inc. Class A | 0.00% | 55 | $3K | No change |
| HRL Hormel Foods Corp. | 0.00% | 141 | $3K | No change |
| AG First Majestic Silver Corp. | 0.00% | 200 | $3K | No change |
| SPG Simon Property Group Inc. | 0.00% | 18 | $3K | No change |
| FIS Fidelity National Info Serv | 0.00% | 50 | $3K | No change |
| EWA iShares MSCI Australia ETF | 0.00% | 125 | $3K | No change |
| BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU | 0.00% | 126 | $3K | No change |
| ANGX Angel Studios Inc. | 0.00% | 692 | $3K | New |
| WAB Wabtec Corp. | 0.00% | 15 | $3K | Add +7.1% |
| DFAE Dimensional Emerging Core Eq | 0.00% | 96 | $3K | No change |
| LMBS First Trust Low Duration Opp | 0.00% | 62 | $3K | Add +3.3% |
| USIG iShares Broad Usd Investment | 0.00% | 58 | $3K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 42 | $3K | No change |
| CEF Sprott Physical Gold and Sil | 0.00% | 65 | $3K | No change |
| FG F&G Annuities & Life Inc. | 0.00% | 96 | $3K | New |
| ROCK Gibraltar Industries Inc. | 0.00% | 60 | $3K | No change |
| CMA Comerica Inc. | 0.00% | 34 | $3K | No change |
| FSM Fortuna Mining Corp. | 0.00% | 300 | $3K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 105 | $3K | No change |
| WPM Wheaton Precious Metals Corp. | 0.00% | 25 | $3K | No change |
| JBGS JBG Smith Properties | 0.00% | 171 | $3K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 40 | $3K | No change |
| ORMP Oramed Pharmaceuticals Inc. | 0.00% | 1,000 | $3K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 27 | $3K | No change |
| TNL Travel + Leisure Co. | 0.00% | 40 | $3K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 43 | $3K | No change |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 42 | $3K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 24 | $3K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 20 | $3K | New |
| BEP Brookfield Renewable Partner | 0.00% | 98 | $3K | No change |
| ST Sensata Technologies Holdplc | 0.00% | 79 | $3K | No change |
| RFG Invesco S&P Midcap 400 Pure | 0.00% | 50 | $3K | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 60 | $3K | No change |
| ETSY Etsy Inc. | 0.00% | 47 | $3K | No change |
| MGNI Magnite Inc. | 0.00% | 160 | $3K | No change |
| CMP Compass Minerals Internation | 0.00% | 132 | $3K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 100 | $3K | Reduce -78.9% |
| ACLS Axcelis Technologies Inc. | 0.00% | 32 | $3K | Reduce -67.7% |
| LCID Lucid Group Inc. | 0.00% | 243 | $3K | Add +11.5% |
| PRGO Perrigo Co. PLC | 0.00% | 184 | $3K | No change |
| FLN First Trust Latin America | 0.00% | 111 | $3K | No change |
| LMND Lemonade Inc. | 0.00% | 35 | $2K | No change |
| BN Brookfield Corp. | 0.00% | 54 | $2K | Reduce -39.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 57 | $2K | Reduce -70.8% |
| DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN | 0.00% | 377 | $2K | Reduce -33.7% |
| TTEC Ttec Holdings Inc. filed as TTEC HLDGS INC | 0.00% | 667 | $2K | No change |
| MSTY Yieldmax MSTR Option Is ETF | 0.00% | 81 | $2K | Reduce -91.1% |
| SMG Scotts Miracle-Gro Co. | 0.00% | 41 | $2K | No change |
| PAVE Global X US Infrastructure | 0.00% | 50 | $2K | No change |
| BBEU JPMorgan Betabuilders Europe | 0.00% | 31 | $2K | No change |
| WOLF Wolfspeed Inc. | 0.00% | 130 | $2K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 25 | $2K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 17 | $2K | No change |
| VOYA Voya Financial Inc. | 0.00% | 30 | $2K | No change |
| FAF First American Financial | 0.00% | 36 | $2K | No change |
| FTV Fortive Corp. | 0.00% | 40 | $2K | No change |
| SPIP SS SPDR P Tips ETF | 0.00% | 85 | $2K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 7 | $2K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 23 | $2K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 64 | $2K | New |
| DJT Trump Media & Technology Gro | 0.00% | 158 | $2K | No change |
| KMX Carmax Inc. | 0.00% | 53 | $2K | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.00% | 310 | $2K | No change |
| BXP BXP Inc. | 0.00% | 29 | $2K | No change |
| OGN Organon & Co. | 0.00% | 271 | $2K | Reduce -1.1% |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 8 | $2K | No change |
| DOCN Digitalocean Holdings Inc. | 0.00% | 40 | $2K | No change |
| HL Hecla Mining Co. | 0.00% | 100 | $2K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 13 | $2K | No change |
| CCEP Coca-Cola Europacific Partne | 0.00% | 21 | $2K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 50 | $2K | New |
| NURE Nuveen Shortterm REIT ETF | 0.00% | 66 | $2K | No change |
| XBIT Xbiotech Inc. | 0.00% | 753 | $2K | No change |
| FERG Ferguson Enterprises Inc. | 0.00% | 8 | $2K | No change |
| DOCS Doximity Inc. Class A | 0.00% | 40 | $2K | New |
| OEF iShares S&P 100 ETF | 0.00% | 5 | $2K | No change |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 18 | $2K | No change |
| XJQCX Nuveen Credit Strategies Inc. | 0.00% | 330 | $2K | No change |
| JOYY Joyy Inc.-ADR | 0.00% | 25 | $2K | No change |
| TLRY Tilray Brands Inc. | 0.00% | 165 | $1K | Add +10212.5% |
| ELVR Elevra Lithium Ltd. | 0.00% | 28 | $1K | No change |
| BBAX JPMorgan Betabuilders Develo | 0.00% | 25 | $1K | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 50 | $1K | No change |
| CMCO Columbus McKinnon Corp. | 0.00% | 81 | $1K | No change |
| SU Suncor Energy Inc. | 0.00% | 31 | $1K | No change |
| VIOV Vanguard S&P Small-Cap 600 V | 0.00% | 14 | $1K | No change |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.00% | 31 | $1K | No change |
| SOLS Solstice Adv Materials Inc. | 0.00% | 26 | $1K | Add +100.0% |
| STNG Scorpio Tankers Inc. | 0.00% | 25 | $1K | Add +4.2% |
| VAW Vanguard Materials ETF | 0.00% | 6 | $1K | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 11 | $1K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 41 | $1K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 6 | $1K | No change |
| BITB Bitwise Bitcoin ETF | 0.00% | 25 | $1K | No change |
| SBAC SBA Communications Corp. | 0.00% | 6 | $1K | No change |
| IGLB iShares 10+ Year Inv GR Corp. | 0.00% | 22 | $1K | No change |
| BKLC BNY Mellon US LRG Cap Cor | 0.00% | 8 | $1K | No change |
| PLUG Plug Power Inc. | 0.00% | 532 | $1K | No change |
| RGT Royce Global Trust Inc. | 0.00% | 79 | $1K | Add +1.3% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 16 | $998 | Add +6.7% |
| RUN Sunrun Inc. | 0.00% | 53 | $975 | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 20 | $955 | No change |
| NLOP Net Lease Office Property | 0.00% | 37 | $954 | No change |
| CGNT Cognyte Software Ltd. | 0.00% | 100 | $940 | New |
| UEC Uranium Energy Corp. | 0.00% | 80 | $934 | No change |
| MRP Millrose Properties | 0.00% | 31 | $926 | No change |
| OKTA Okta Inc. | 0.00% | 10 | $865 | No change |
| INVZ Innoviz Technologies Ltd. | 0.00% | 1,000 | $853 | New |
| SD Sandridge Energy Inc. | 0.00% | 55 | $794 | No change |
| MRNA Moderna Inc. | 0.00% | 25 | $737 | No change |
| TSEOQ Trinseo PLC | 0.00% | 1,444 | $718 | No change |
| TDOC Teladoc Health Inc. | 0.00% | 101 | $707 | No change |
| FMC FMC Corp. | 0.00% | 50 | $694 | No change |
| GNK Genco Shipping & Trading Ltd. | 0.00% | 36 | $666 | No change |
| RAL Ralliant Corp. | 0.00% | 13 | $662 | No change |
| LONA Leonabio Inc. filed as ATHIRA PHARMA INC | 0.00% | 82 | $621 | No change |
| STRL Sterling Infrastructure Inc. | 0.00% | 2 | $612 | New |
| ZM Zoom Communications Inc. | 0.00% | 7 | $604 | New |
| VNT Vontier Corp. | 0.00% | 16 | $595 | No change |
| ASAN Asana Inc. Class A | 0.00% | 40 | $548 | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 9 | $472 | Reduce -35.7% |
| FWONK Liberty Media Corp. Class C | 0.00% | 4 | $394 | No change |
| RL Ralph Lauren Corp. | 0.00% | 1 | $354 | No change |
| JXN Jackson Financial Inc. Class A | 0.00% | 3 | $320 | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 4 | $294 | No change |
| SENS Senseonics Holdings Inc. | 0.00% | 50 | $276 | No change |
| EMBC Embecta Corp. | 0.00% | 23 | $273 | No change |
| AIG American International Group | 0.00% | 3 | $257 | No change |
| BLDP Ballard Power Systems Inc. | 0.00% | 96 | $244 | No change |
| DOX Amdocs Ltd. | 0.00% | 3 | $242 | New |
| REZI Resideo Technologies Inc. | 0.00% | 6 | $211 | Reduce -14.3% |
| PENN Penn Entertainment Inc. | 0.00% | 14 | $207 | No change |
| CHPT Chargepoint Holdings Inc. | 0.00% | 29 | $193 | No change |
| NATL NCR Atleos Corp. | 0.00% | 5 | $191 | No change |
| LAC Lithium Americas Corp. | 0.00% | 34 | $148 | No change |
| RIG Transocean Ltd. | 0.00% | 33 | $136 | No change |
| ONL Orion Properties Inc. | 0.00% | 53 | $120 | No change |
| ABAT American Battery Technology | 0.00% | 34 | $114 | New |
| SCHP Schwab U.S. Tips ETF | 0.00% | 4 | $106 | New |
| LYFT LYFT Inc. Class A | 0.00% | 5 | $97 | No change |
| HCAT Health Catalyst Inc. | 0.00% | 38 | $91 | No change |
| TVRD Tvardi Therapeutics Inc. | 0.00% | 20 | $86 | No change |
| HELP Cybin Inc. | 0.00% | 10 | $82 | No change |
| SPCE Virgin Galactic Holdings Inc. | 0.00% | 11 | $35 | No change |
| CGC Canopy Growth Corp. | 0.00% | 10 | $11 | No change |
| AMERICAN REBEL HLDGS INC | 0.00% | 2 | $1 | New |