| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.73% | 2,306,308 | $23.6M | Add +684.6% |
| AAPL Apple Inc. | 4.21% | 96,097 | $17.4M | Reduce -11.9% |
| GLDM SPDR Gold Minishares Trust | 4.11% | 273,722 | $16.9M | Add +348.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.48% | 26,898 | $14.3M | Add +69.0% |
| NVDA Nvidia Corp. | 2.92% | 111,187 | $12.1M | Reduce -24.8% |
| MSFT Microsoft Corp. | 2.71% | 29,702 | $11.1M | Reduce -18.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.50% | 18,429 | $10.3M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 2.07% | 55,779 | $8.5M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 2.03% | 48,649 | $8.4M | Reduce -13.0% |
| V Visa Inc. Class A | 1.89% | 22,280 | $7.8M | Reduce -0.7% |
| SIVR Abrdn Physical Silver Shares | 1.77% | 223,986 | $7.3M | Add +444.4% |
| GOOG Alphabet Inc. Class C | 1.68% | 44,240 | $6.9M | Reduce -17.2% |
| COST Costco Wholesale Corp. | 1.67% | 7,295 | $6.9M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.61% | 11,807 | $6.6M | Add +3.4% |
| META Meta Platforms Inc. Class A | 1.48% | 10,607 | $6.1M | Reduce -20.3% |
| AVGO Broadcom Inc. | 1.47% | 36,101 | $6.0M | Reduce -1.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.39% | 13,628 | $5.7M | Add +10.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.32% | 11,623 | $5.5M | Add +11.3% |
| RBRK Rubrik Inc. Class A | 1.32% | 89,376 | $5.5M | Add +239.0% |
| IJH iShares Core S&P Midcap ETF | 1.31% | 92,548 | $5.4M | Reduce -37.9% |
| CVX Chevron Corp. | 1.29% | 50,714 | $5.3M | Reduce -1.5% |
| WM Waste Management Inc. | 1.17% | 20,862 | $4.8M | Add +0.2% |
| CAT Caterpillar Inc. | 1.15% | 14,361 | $4.7M | Reduce -1.3% |
| HD Home Depot Inc. | 1.15% | 26,948 | $4.7M | Reduce -1.0% |
| MCD McDonald's Corp. | 1.13% | 14,888 | $4.7M | Reduce -1.0% |
| JNJ Johnson & Johnson | 1.11% | 34,253 | $4.6M | Reduce -1.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.09% | 57,403 | $4.5M | Reduce -43.7% |
| INTU Intuit Inc. | 0.94% | 6,309 | $3.9M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 0.94% | 13,619 | $3.9M | Reduce -0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.88% | 19,450 | $3.6M | Reduce -40.4% |
| NFLX Netflix Inc. | 0.85% | 3,768 | $3.5M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.82% | 30,452 | $3.4M | Reduce -0.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.82% | 80,369 | $3.4M | Reduce -9.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.76% | 11,377 | $3.1M | Reduce -5.7% |
| WMT Walmart Inc. | 0.76% | 35,486 | $3.1M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.74% | 19,608 | $3.0M | Reduce -1.8% |
| TEM Tempus AI Inc. Class A | 0.72% | 61,212 | $3.0M | Add +28.2% |
| ADP Automatic Data Processing | 0.69% | 9,299 | $2.8M | Reduce -7.2% |
| ECL Ecolab Inc. | 0.68% | 10,979 | $2.8M | Reduce -1.4% |
| EMR Emerson Electric Co. | 0.65% | 24,448 | $2.7M | Reduce -2.2% |
| GPC Genuine Parts Co. | 0.64% | 22,067 | $2.6M | Reduce -5.9% |
| XOM Exxon Mobil Corp. | 0.60% | 29,468 | $2.5M | Reduce -11.5% |
| ESS Essex Property Trust Inc. | 0.60% | 8,054 | $2.5M | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.60% | 8,547 | $2.5M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.59% | 25,544 | $2.4M | Reduce -1.7% |
| MAR Marriott International Class A | 0.55% | 9,567 | $2.3M | Reduce -1.9% |
| AMGN Amgen Inc. | 0.54% | 11,886 | $2.2M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.53% | 12,861 | $2.2M | Reduce -2.8% |
| FDN First Trust DJ Internet Ind | 0.52% | 9,733 | $2.2M | No change |
| CRM Salesforce Inc. | 0.52% | 8,050 | $2.2M | Reduce -3.3% |
| PLD Prologis Inc. | 0.52% | 19,122 | $2.1M | Reduce -5.6% |
| ABT Abbott Laboratories | 0.52% | 28,950 | $2.1M | Reduce -0.6% |
| AFL Aflac Inc. | 0.51% | 27,764 | $2.1M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.51% | 12,418 | $2.1M | Reduce -6.5% |
| ORLY O'reilly Automotive Inc. | 0.50% | 1,446 | $2.1M | Add +0.1% |
| XLK SS Technology Select Sector | 0.48% | 9,677 | $2.0M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.48% | 14,053 | $2.0M | Add +12.5% |
| ICE Intercontinental Exchange Inc. | 0.47% | 11,246 | $1.9M | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.47% | 6,212 | $1.9M | Reduce -2.8% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 27,602 | $1.9M | Reduce -12.7% |
| NOW ServiceNow Inc. | 0.45% | 2,327 | $1.9M | Reduce -2.7% |
| SYK Stryker Corp. | 0.44% | 4,840 | $1.8M | Reduce -15.7% |
| DOCU Docusign Inc. | 0.43% | 22,003 | $1.8M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.43% | 3,557 | $1.8M | Reduce -1.5% |
| FDL First Trust Morn DVD Lead Inc. | 0.43% | 40,364 | $1.8M | Reduce -0.8% |
| IDV iShares International Select | 0.42% | 55,586 | $1.7M | Add +1.1% |
| UBER Uber Technologies Inc. | 0.42% | 23,599 | $1.7M | Reduce -3.6% |
| ETN Eaton Corp. PLC | 0.40% | 6,078 | $1.7M | Reduce -3.1% |
| DVY iShares Select Dividend ETF | 0.40% | 12,199 | $1.6M | Add +10.5% |
| MET Metlife Inc. | 0.40% | 20,376 | $1.6M | Reduce -9.6% |
| BLK BlackRock Inc. | 0.40% | 1,723 | $1.6M | Reduce -5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 4,395 | $1.6M | Reduce -0.4% |
| WRBY Warby Parker Inc. Class A | 0.39% | 87,616 | $1.6M | New |
| BND Vanguard Total Bond Market | 0.38% | 21,451 | $1.6M | Reduce -2.5% |
| OEF iShares S&P 100 ETF | 0.38% | 5,795 | $1.6M | Reduce -1.4% |
| ADBE Adobe Inc. | 0.38% | 4,092 | $1.6M | Reduce -22.7% |
| MELI MercadoLibre Inc. | 0.37% | 788 | $1.5M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 17,138 | $1.5M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 2,929 | $1.5M | Reduce -15.3% |
| ROST Ross Stores Inc. | 0.35% | 11,398 | $1.5M | Reduce -8.2% |
| FGD First Trust DJ GL Sel DVD | 0.35% | 58,938 | $1.4M | Reduce -2.9% |
| WDAY Workday Inc. Class A | 0.34% | 5,941 | $1.4M | Reduce -3.2% |
| URI United Rentals Inc. | 0.32% | 2,117 | $1.3M | Reduce -11.5% |
| TUSI Touchstone Ultra Short Incom | 0.32% | 52,096 | $1.3M | Add +32.7% |
| NOBL Proshares S&P 500 Dividend A | 0.31% | 12,576 | $1.3M | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 7,428 | $1.3M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 24,760 | $1.3M | Reduce -51.6% |
| CACI Caci International Inc. Class A | 0.29% | 3,215 | $1.2M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.27% | 8,169 | $1.1M | Add +5.5% |
| CDNS Cadence Design SYS Inc. | 0.26% | 4,202 | $1.1M | Reduce -16.3% |
| LGLV SPDR US LC Low Vol Idx | 0.26% | 6,084 | $1.1M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.25% | 1,264 | $1.0M | Add +1.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.25% | 3,020 | $1.0M | Reduce -83.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.24% | 43,085 | $998K | Reduce -1.2% |
| AMAT Applied Materials Inc. | 0.24% | 9,502 | $987K | Reduce -26.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.24% | 20,220 | $987K | Add +7.6% |
| ITB iShares U.S. Home Constructi | 0.24% | 10,236 | $975K | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.23% | 6,496 | $948K | Add +0.2% |
| XLY SS Consumer Disc Select Sect | 0.23% | 4,775 | $943K | Reduce -1.6% |
| HON Honeywell International Inc. | 0.22% | 5,820 | $921K | Reduce -28.1% |
| VOO Vanguard S&P 500 ETF | 0.22% | 1,784 | $917K | Reduce -10.9% |
| PEP Pepsico Inc. | 0.22% | 13,229 | $909K | Reduce -7.3% |
| XLP SS Consumer Staples Sel Sect | 0.22% | 11,106 | $907K | Reduce -0.1% |
| ABNB Airbnb Inc. Class A | 0.21% | 7,382 | $882K | Reduce -21.5% |
| PAYX Paychex Inc. | 0.21% | 5,652 | $872K | Reduce -21.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.21% | 10,793 | $852K | Reduce -0.5% |
| STE Steris PLC | 0.21% | 3,750 | $850K | Reduce -5.6% |
| KO The Coca-Cola Co. | 0.20% | 11,672 | $836K | Reduce -7.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 10,057 | $830K | Reduce -12.3% |
| XLE SS Energy Select Sector | 0.20% | 8,798 | $822K | Reduce -3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 3,178 | $822K | Reduce -47.2% |
| S Sentinelone Inc. Class A | 0.20% | 45,198 | $822K | Reduce -27.7% |
| GSLC Goldman Activebeta US LC ETF | 0.20% | 7,448 | $820K | Add +29.2% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 18,152 | $804K | Reduce -2.4% |
| XLF SS Financial Select Sector | 0.19% | 15,407 | $767K | Reduce -2.5% |
| MA Mastercard Inc. Class A | 0.18% | 1,390 | $762K | Reduce -22.2% |
| IAU iShares Gold Trust | 0.18% | 12,857 | $758K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 4,311 | $747K | Add +0.1% |
| IEUR iShares Core MSCI Europe ETF | 0.18% | 12,250 | $737K | Reduce -3.6% |
| SCHB Schwab US Broad Market ETF | 0.17% | 33,156 | $714K | Reduce -8.4% |
| RTX RTX Corp. | 0.17% | 7,520 | $692K | Reduce -5.8% |
| SCHW Schwab (charles) Corp. | 0.16% | 8,491 | $665K | Reduce -25.8% |
| DLR Digital Realty Trust Inc. | 0.16% | 4,601 | $659K | No change |
| TIP iShares Tips Bond ETF | 0.16% | 5,919 | $657K | No change |
| VGT Vanguard Info Tech ETF | 0.16% | 1,183 | $642K | Reduce -5.1% |
| BX Blackstone Inc. | 0.15% | 4,547 | $636K | Reduce -31.9% |
| ITW Illinois Tool Works | 0.15% | 2,555 | $634K | Reduce -17.1% |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 12,318 | $618K | Reduce -25.9% |
| VNQ Vanguard Real Estate ETF | 0.15% | 6,794 | $615K | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 21,915 | $613K | Reduce -0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.14% | 9,009 | $592K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.14% | 7,918 | $592K | No change |
| LAMR Lamar Advertising Co. Class A | 0.14% | 5,129 | $584K | Reduce -18.1% |
| HDV iShares Core High Dividend E | 0.14% | 4,630 | $561K | Add +12.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 7,305 | $553K | Reduce -21.5% |
| SCHX Schwab US Large-Cap ETF | 0.13% | 82,127 | $548K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.13% | 12,338 | $546K | Add +0.0% |
| FDX FedEx Corp. | 0.13% | 2,934 | $527K | Reduce -14.3% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.12% | 8,719 | $509K | Reduce -63.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 4,813 | $493K | Reduce -14.5% |
| RY Royal Bank of Canada | 0.12% | 4,341 | $489K | Reduce -6.9% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 3,881 | $474K | New |
| NDSN Nordson Corp. | 0.11% | 2,346 | $473K | Reduce -45.7% |
| IWF iShares Russell 1000 Growth | 0.11% | 1,291 | $466K | Reduce -3.4% |
| DBAW Xtrackers MSCI All World Ex | 0.11% | 12,984 | $460K | Reduce -49.0% |
| EMLP First Trust North American E | 0.11% | 11,632 | $436K | Add +0.4% |
| TSEC Touchstone Securitized Inc. | 0.10% | 16,117 | $422K | Add +1.2% |
| NKE Nike Inc. Class B | 0.10% | 6,600 | $419K | Reduce -30.1% |
| CSCO Cisco Systems Inc. | 0.10% | 8,069 | $415K | Reduce -11.1% |
| VTIP Vanguard Short-Term Tips | 0.10% | 8,139 | $406K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 5,755 | $400K | Add +1.9% |
| BFAM Bright Horizons Family Solut | 0.09% | 3,030 | $385K | Reduce -7.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 1,724 | $382K | Reduce -49.8% |
| SCHF Schwab Intl Equity ETF | 0.09% | 30,559 | $382K | Reduce -11.4% |
| LIN Linde PLC | 0.09% | 800 | $373K | Reduce -15.7% |
| WPC WP Carey Inc. | 0.09% | 5,659 | $357K | Reduce -26.7% |
| MRSH Marsh & McLennan Cos | 0.08% | 1,433 | $350K | No change |
| FVD First Trust Value Line DVD | 0.08% | 7,661 | $342K | Reduce -19.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 6,567 | $335K | Add +14.3% |
| DVYE iShares Emerging Markets Div | 0.08% | 12,192 | $333K | Reduce -1.8% |
| TSLA Tesla Inc. | 0.08% | 1,280 | $332K | Reduce -43.9% |
| UNH Unitedhealth Group Inc. | 0.08% | 631 | $331K | Reduce -79.3% |
| UNP Union Pacific Corp. | 0.08% | 1,368 | $323K | Reduce -25.0% |
| EWJ iShares MSCI Japan ETF | 0.07% | 4,508 | $309K | Reduce -0.1% |
| COR Cencora Inc. | 0.07% | 1,110 | $309K | Reduce -6.4% |
| IGV iShares Expanded Tech-Softwa | 0.07% | 3,395 | $302K | No change |
| AX Axos Financial Inc. | 0.07% | 4,631 | $299K | No change |
| VHT Vanguard Health Care ETF | 0.07% | 1,089 | $288K | Reduce -4.6% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 13,652 | $287K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.07% | 3,141 | $285K | Add +8.5% |
| VXUS Vanguard Total Intl Stock | 0.07% | 4,560 | $283K | Reduce -55.2% |
| PH Parker Hannifin Corp. | 0.07% | 455 | $277K | Reduce -51.3% |
| DD Dupont DE Nemours Inc. | 0.07% | 3,634 | $271K | Reduce -48.7% |
| DHR Danaher Corp. | 0.06% | 1,303 | $267K | Reduce -10.4% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,371 | $266K | Add +0.1% |
| SBUX Starbucks Corp. | 0.06% | 2,710 | $266K | Reduce -46.8% |
| NGG National Grid PLC-SP ADR | 0.06% | 4,012 | $263K | Reduce -10.8% |
| RDIV Invesco S&P Ultra Dividend | 0.06% | 5,341 | $261K | No change |
| BIV Vanguard Intermediate-Term B | 0.06% | 3,395 | $260K | Reduce -0.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.06% | 3,225 | $254K | Reduce -0.3% |
| VPU Vanguard Utilities ETF | 0.06% | 1,467 | $251K | Reduce -17.9% |
| ESGD iShares Trust iShares ESG Aw | 0.06% | 3,044 | $249K | Reduce -70.5% |
| XLI SS Industrial Select Sector | 0.06% | 1,860 | $244K | Add +0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 3,040 | $238K | Reduce -3.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.06% | 2,857 | $236K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 17,212 | $228K | Reduce -4.7% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.05% | 1,891 | $224K | Reduce -35.0% |
| SCHM Schwab US Mid Cap ETF | 0.05% | 11,126 | $219K | Reduce -6.3% |
| VOX Vanguard Communication Servi | 0.05% | 1,450 | $215K | Reduce -4.5% |
| GEV GE Vernova Inc. | 0.05% | 4,098 | $213K | Reduce -7.7% |
| GILD Gilead Sciences Inc. | 0.05% | 1,886 | $211K | Reduce -38.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 20,291 | $104K | Reduce -5.4% |
| MCK McKesson Corp. | 0.02% | 10,224 | $85K | No change |
| ACCD Accolade Inc. | 0.02% | 10,000 | $70K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 15,505 | $59K | Reduce -11.4% |
| HPE Hewlett Packard Enterprise | 0.01% | 10,761 | $22K | Add +3.4% |
| HPQ HP Inc. | 0.00% | 15,299 | $15K | Reduce -2.5% |