| IVE iShares S&P 500 Value ETF | 8.37% | 121,469 | $25.1M | Reduce -15.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 7.59% | 217,467 | $22.7M | Reduce -17.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.47% | 209,234 | $16.4M | Add +97.3% |
| GOVT iShares US Treasury Bond ETF | 4.53% | 587,065 | $13.6M | Add +8.5% |
| IVV iShares Core S&P 500 ETF | 3.51% | 15,707 | $10.5M | Reduce -10.3% |
| GLD SPDR Gold Shares | 2.47% | 20,855 | $7.4M | Add +46.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.92% | 19,574 | $5.8M | Reduce -10.7% |
| IJS iShares S&P Small-Cap 600 Va | 1.78% | 48,339 | $5.3M | Reduce -5.3% |
| MSFT Microsoft Corp. | 1.72% | 9,956 | $5.2M | Add +66.6% |
| BND Vanguard Total Bond Market | 1.61% | 64,797 | $4.8M | Add +0.1% |
| VCIT Vanguard Int-Term Corporate | 1.55% | 55,170 | $4.6M | Reduce -15.7% |
| IEMG iShares Core MSCI Emerging | 1.52% | 69,258 | $4.6M | Add +335.9% |
| FLJP Franklin Ftse Japan ETF | 1.47% | 127,817 | $4.4M | Reduce -12.9% |
| EFV iShares MSCI Eafe Value ETF | 1.45% | 63,939 | $4.3M | Reduce -16.8% |
| FLGB Franklin Ftse United Kingdom | 1.44% | 133,582 | $4.3M | Reduce -12.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.36% | 60,695 | $4.1M | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.35% | 70,604 | $4.0M | Add +99.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.35% | 36,170 | $4.0M | Add +18.9% |
| IJT iShares S&P Small-Cap 600 GR | 1.34% | 28,459 | $4.0M | Reduce -10.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.34% | 35,196 | $4.0M | Add +10.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.23% | 46,145 | $3.7M | Reduce -12.9% |
| EWG iShares MSCI Germany ETF | 1.12% | 80,975 | $3.4M | Reduce -13.4% |
| FLCH Franklin Ftse China ETF | 1.09% | 125,710 | $3.3M | Reduce -13.3% |
| EWP iShares MSCI Spain ETF | 1.07% | 64,493 | $3.2M | Reduce -11.9% |
| AAPL Apple Inc. | 1.05% | 12,412 | $3.2M | Add +45.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.03% | 17,644 | $3.1M | Add +22.3% |
| NVDA Nvidia Corp. | 0.98% | 15,723 | $2.9M | Add +46.0% |
| XLK SS Technology Select Sector | 0.95% | 10,070 | $2.8M | Add +5.8% |
| MBB iShares MBS ETF | 0.89% | 28,129 | $2.7M | Add +51.7% |
| AMZN Amazon.com Inc. | 0.89% | 12,127 | $2.7M | Add +43.6% |
| IAGG iShares Intl Aggregate Bond | 0.88% | 51,472 | $2.6M | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.81% | 30,694 | $2.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.76% | 3 | $2.3M | Add +50.0% |
| IWF iShares Russell 1000 Growth | 0.75% | 4,779 | $2.2M | Add +1.8% |
| FLBR Franklin Ftse Brazil ETF | 0.75% | 117,262 | $2.2M | Add +30.0% |
| GCOW Pacer Global Cash Cows Divid | 0.72% | 54,471 | $2.2M | Add +114.3% |
| SCYB Schwab High Yield Bond ETF | 0.64% | 71,865 | $1.9M | Add +51.2% |
| RECS Columbia Resear Enh Cor ETF | 0.61% | 45,148 | $1.8M | Add +80.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.61% | 20,783 | $1.8M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 0.53% | 6,558 | $1.6M | Add +14.3% |
| GE General Electric filed as GE AEROSPACE | 0.53% | 5,307 | $1.6M | Add +79.3% |
| EWW iShares MSCI Mexico ETF | 0.52% | 22,999 | $1.6M | Reduce -9.5% |
| IWD iShares Russell 1000 Value E | 0.52% | 7,665 | $1.6M | Add +2.6% |
| XLF SS Financial Select Sector | 0.51% | 28,508 | $1.5M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.50% | 25,114 | $1.5M | Reduce -3.6% |
| MELI MercadoLibre Inc. | 0.47% | 606 | $1.4M | Add +102.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.47% | 17,946 | $1.4M | Reduce -37.3% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 11,354 | $1.4M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 20,454 | $1.3M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 2,577 | $1.3M | Add +138.8% |
| TIP iShares Tips Bond ETF | 0.43% | 11,634 | $1.3M | Add +28.6% |
| IWO iShares Russell 2000 Growth | 0.42% | 3,964 | $1.3M | Reduce -28.6% |
| TSLA Tesla Inc. | 0.42% | 2,830 | $1.3M | Add +183.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 1,815 | $1.2M | Add +20.4% |
| FLKR Franklin Ftse South Korea | 0.40% | 44,644 | $1.2M | Reduce -10.8% |
| XLC SS Comm Select Sector SPDR | 0.36% | 9,135 | $1.1M | Add +3.9% |
| PDEC Innovator U.S. Equity Power | 0.35% | 24,922 | $1.0M | Add +80.9% |
| META Meta Platforms Inc. Class A | 0.35% | 1,415 | $1.0M | Add +41.6% |
| ZETA Zeta Global Holdings Corp. Class A | 0.34% | 51,735 | $1.0M | No change |
| FBND Fidelity Total Bond ETF | 0.34% | 21,990 | $1.0M | Add +22.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.33% | 17,173 | $987K | Reduce -22.5% |
| NOBL Proshares S&P 500 Dividend A | 0.33% | 9,508 | $980K | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 0.32% | 3,953 | $961K | New |
| IJR iShares Core S&P Small-Cap E | 0.31% | 7,929 | $942K | Add +8.8% |
| XLV SS Health Care Select Sector | 0.30% | 6,554 | $912K | Reduce -9.3% |
| IWN iShares Russell 2000 Value E | 0.30% | 5,145 | $910K | Reduce -38.4% |
| SNOW Snowflake Inc. | 0.30% | 4,024 | $908K | Add +101.2% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 4,760 | $903K | Add +6.8% |
| EDIV State Street SPDR S&P Emergi | 0.29% | 22,294 | $866K | Add +112.2% |
| MO Altria Group Inc. | 0.28% | 12,676 | $837K | Add +34.5% |
| GEV GE Vernova Inc. | 0.28% | 1,351 | $831K | Add +147.9% |
| MRSH Marsh & McLennan Cos | 0.27% | 4,013 | $809K | Add +2.9% |
| PFEB Innovator U.S. Equity Power | 0.27% | 20,306 | $806K | Add +100.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.26% | 16,311 | $787K | Reduce -16.2% |
| WMT Walmart Inc. | 0.26% | 7,570 | $780K | Add +120.7% |
| USRT iShares Core US REIT ETF | 0.26% | 13,032 | $765K | Add +34.9% |
| PFF iShares Preferred & Income S | 0.25% | 23,923 | $756K | Reduce -6.9% |
| XOM Exxon Mobil Corp. | 0.24% | 6,333 | $714K | Add +19.4% |
| XLY SS Consumer Disc Select Sect | 0.24% | 2,952 | $707K | Add +7.3% |
| TLT iShares 20+ Year Treasury BD | 0.23% | 7,813 | $698K | Reduce -48.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 2,115 | $694K | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.23% | 1,115 | $683K | Add +14.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 13,606 | $681K | Reduce -18.8% |
| JSI JH Securitized Income ETF | 0.23% | 12,964 | $678K | Reduce -45.2% |
| GLTR Abrdn Precious Metals Basket | 0.23% | 4,078 | $675K | Add +100.0% |
| PZA Invesco National Amt-Free Mu | 0.23% | 29,208 | $674K | Reduce -18.6% |
| JPM JPMorgan Chase & Co. | 0.22% | 2,102 | $663K | New |
| JNJ Johnson & Johnson | 0.22% | 3,554 | $659K | New |
| IYW iShares Ustechnology ETF | 0.22% | 3,360 | $658K | Add +100.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 11,474 | $635K | Add +100.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 6,056 | $626K | Add +28.7% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.21% | 14,936 | $626K | Add +100.0% |
| AGG iShares Core U.S. Aggregate | 0.21% | 6,210 | $623K | Reduce -2.5% |
| ORCL Oracle Corp. | 0.21% | 2,195 | $617K | Add +31.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.20% | 13,143 | $609K | Add +119.5% |
| MCD McDonald's Corp. | 0.20% | 1,973 | $600K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 996 | $598K | Reduce -41.5% |
| HII Huntington Ingalls Industrie | 0.20% | 2,054 | $591K | Reduce -16.6% |
| HYD Vaneck High Yield Muni ETF | 0.20% | 11,593 | $590K | Reduce -18.8% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.19% | 11,162 | $566K | Add +118.6% |
| GS Goldman Sachs Group Inc. | 0.19% | 699 | $557K | New |
| QCOM Qualcomm Inc. | 0.19% | 3,335 | $555K | Reduce -23.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 10,304 | $532K | Reduce -13.7% |
| CMCSA Comcast Corp. Class A | 0.17% | 16,499 | $518K | Add +28.5% |
| XLP SS Consumer Staples Sel Sect | 0.17% | 6,476 | $507K | Add +11.0% |
| XLI SS Industrial Select Sector | 0.17% | 3,261 | $503K | Add +2.2% |
| CMBS iShares CMBS ETF | 0.17% | 10,207 | $501K | Add +1.1% |
| JPST JPMorgan Ultra-Short Income | 0.17% | 9,851 | $500K | Reduce -62.9% |
| PJAN Innovator U.S. Equity Power | 0.16% | 10,786 | $494K | Add +100.0% |
| NEM Newmont Corp. | 0.16% | 5,837 | $492K | Add +0.7% |
| RPRX Royalty Pharma PLC Class A | 0.16% | 13,809 | $487K | Add +56.0% |
| VZ Verizon Communications Inc. | 0.16% | 10,908 | $479K | Add +41.8% |
| T AT&T Inc. | 0.16% | 16,915 | $478K | Add +4.4% |
| ARKK ARK Innovation ETF | 0.16% | 5,516 | $476K | New |
| SAP Sap SE-Sponsored ADR | 0.15% | 1,732 | $463K | Add +1.9% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.15% | 3,358 | $456K | New |
| EZBC Franklin Bitcoin ETF | 0.15% | 6,842 | $453K | New |
| EVSD Eaton Vance SHRT Dur Inc. | 0.14% | 8,272 | $425K | New |
| XLE SS Energy Select Sector | 0.14% | 4,701 | $420K | Reduce -4.7% |
| QYLD Global X Nasd 100 Cov Call | 0.14% | 24,676 | $420K | Add +101.1% |
| EVTR Eaton Vance Total Return | 0.14% | 8,078 | $416K | New |
| WFC Wells Fargo & Co. | 0.14% | 4,948 | $415K | Reduce -5.0% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 7,651 | $415K | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.14% | 6,028 | $412K | New |
| SCHG Schwab US Large-Cap Growth | 0.13% | 12,566 | $401K | New |
| PEP Pepsico Inc. | 0.13% | 2,820 | $396K | Add +5.6% |
| COIN Coinbase Global Inc. Class A | 0.13% | 1,162 | $392K | New |
| ADM Archer-Daniels-Midland Co. | 0.13% | 6,562 | $392K | Reduce -30.2% |
| LHX L3HARRIS Technologies Inc. | 0.13% | 1,263 | $386K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.13% | 4,708 | $382K | Reduce -55.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.13% | 4,331 | $378K | Reduce -5.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.13% | 31,468 | $376K | New |
| VTRS Viatris Inc. | 0.13% | 38,015 | $376K | Reduce -32.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.12% | 7,545 | $373K | Reduce -2.8% |
| RF Regions Financial Corp. | 0.12% | 13,942 | $368K | Reduce -5.8% |
| COP Conocophillips | 0.12% | 3,877 | $367K | New |
| DVY iShares Select Dividend ETF | 0.12% | 2,567 | $365K | Reduce -30.5% |
| EXC Exelon Corp. | 0.12% | 8,097 | $364K | New |
| PFE Pfizer Inc. | 0.12% | 14,201 | $362K | Reduce -46.9% |
| OZK Bank Ozk | 0.12% | 7,083 | $361K | Reduce -6.1% |
| ZION Zions Bancorp NA | 0.12% | 6,275 | $355K | Reduce -11.1% |
| FITB Fifth Third Bancorp | 0.12% | 7,963 | $355K | Reduce -1.6% |
| HPE Hewlett Packard Enterprise | 0.12% | 14,350 | $352K | Reduce -31.9% |
| SMH Vaneck Semiconductor ETF | 0.12% | 1,078 | $352K | No change |
| CVS CVS Health Corp. | 0.12% | 4,618 | $348K | Reduce -50.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.12% | 1,756 | $347K | Reduce -10.3% |
| V Visa Inc. Class A | 0.11% | 1,006 | $343K | New |
| USB US Bancorp | 0.11% | 7,047 | $341K | New |
| AOS Smith (a.o.) Corp. | 0.11% | 4,625 | $340K | New |
| CCI Crown Castle Inc. | 0.11% | 3,505 | $338K | Add +24.3% |
| LNC Lincoln National Corp. | 0.11% | 8,357 | $337K | New |
| TAP Molson Coors Beverage Co. Class B | 0.11% | 7,267 | $329K | Add +24.5% |
| BBWI Bath & Body Works Inc. | 0.11% | 12,630 | $325K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.11% | 9,945 | $324K | Add +4.5% |
| DOX Amdocs Ltd. | 0.11% | 3,939 | $323K | Add +25.4% |
| HST Host Hotels & Resorts Inc. | 0.11% | 18,753 | $319K | Add +2.5% |
| AIG American International Group | 0.11% | 4,025 | $316K | Add +1.2% |
| HD Home Depot Inc. | 0.10% | 772 | $313K | New |
| DVN Devon Energy Corp. | 0.10% | 8,772 | $308K | Add +6.3% |
| UGI Ugi Corp. | 0.10% | 9,181 | $305K | Add +10.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 3,116 | $299K | No change |
| VGT Vanguard Info Tech ETF | 0.10% | 400 | $298K | Add +8.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,042 | $294K | New |
| ABBV Abbvie Inc. | 0.10% | 1,261 | $292K | New |
| INTU Intuit Inc. | 0.09% | 406 | $277K | Add +17.3% |
| CVX Chevron Corp. | 0.09% | 1,761 | $274K | New |
| VONE Vanguard Russell 1000 | 0.09% | 900 | $272K | No change |
| UNH Unitedhealth Group Inc. | 0.09% | 770 | $266K | New |
| NFLX Netflix Inc. | 0.09% | 220 | $264K | New |
| AVGO Broadcom Inc. | 0.08% | 768 | $253K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.08% | 3,819 | $244K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 2,351 | $224K | No change |
| HODL Vaneck Bitcoin ETF | 0.07% | 6,892 | $223K | No change |
| TBBK The Bancorp Inc. | 0.07% | 2,906 | $218K | New |
| VLRS Controladora Vuela Cia-ADR | 0.07% | 30,000 | $215K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 1,638 | $212K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 1,492 | $212K | No change |
| CAT Caterpillar Inc. | 0.07% | 440 | $210K | New |
| UDEC Innovator U.S. Equity Ultra | 0.06% | 4,478 | $172K | New |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.06% | 3,806 | $167K | New |
| HYFI AB High Yield ETF filed as AB ACTIVE ETFS INC | 0.06% | 4,389 | $167K | Reduce -24.4% |
| IOCT Innovator Int Dev Power Buff | 0.05% | 4,740 | $162K | New |
| GLDM SPDR Gold Minishares Trust | 0.05% | 2,106 | $161K | New |
| PHG Koninklijke Philips NVR- NY | 0.05% | 5,388 | $147K | New |
| MCHI iShares MSCI China ETF | 0.05% | 2,100 | $138K | New |
| PJUL Innovator U.S. Equity Power | 0.04% | 2,529 | $115K | New |
| IAUG Innov in DVLP PWRB ETF - Aug | 0.04% | 4,003 | $112K | New |
| SCHV Schwab US Large-Cap Value | 0.04% | 3,737 | $109K | New |
| TAFM AB Tax Aware Inter Muni filed as AB ACTIVE ETFS INC | 0.04% | 4,150 | $105K | New |
| IWV iShares Russell 3000 ETF | 0.03% | 266 | $101K | New |
| SCHW Schwab (charles) Corp. | 0.03% | 1,000 | $95K | New |
| SCHF Schwab Intl Equity ETF | 0.03% | 3,913 | $91K | New |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 914 | $88K | New |
| BIIB Biogen Inc. | 0.03% | 600 | $84K | New |
| MDY State Street SPDR S&P Midcap | 0.02% | 123 | $73K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.02% | 720 | $68K | New |
| WYNN WYNN Resorts Ltd. | 0.02% | 500 | $64K | New |
| AAP Advance Auto Parts Inc. | 0.02% | 1,000 | $61K | New |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 587 | $59K | New |
| HDV iShares Core High Dividend E | 0.02% | 473 | $58K | New |
| IDEC Inno Int Dev Power Buff Dec | 0.02% | 1,818 | $56K | New |
| PSEP Innovator U.S. Equity Power | 0.02% | 1,300 | $56K | No change |
| GEHC GE Healthcare Technology | 0.02% | 726 | $55K | New |
| LLY Eli Lilly & Co. | 0.02% | 71 | $54K | New |
| FLTB Fidelity Ltd. TRM BND ETF | 0.02% | 1,039 | $53K | New |
| MAR Marriott International Class A | 0.02% | 200 | $52K | New |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 285 | $51K | New |
| IBBQ Invesco Nasdaq Biotech ETF | 0.02% | 2,093 | $51K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.02% | 1,446 | $48K | New |
| GD General Dynamics Corp. | 0.01% | 129 | $44K | New |
| KNX Knight-Swift Transportation | 0.01% | 1,047 | $41K | New |
| EEM iShares MSCI Emerging Market | 0.01% | 688 | $37K | Reduce -98.9% |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.01% | 1,377 | $36K | New |
| EWJ iShares MSCI Japan ETF | 0.01% | 454 | $36K | New |
| LULU Lululemon Athletica Inc. | 0.01% | 200 | $36K | New |
| WELL Welltower Inc. | 0.01% | 199 | $35K | New |
| IEUR iShares Core MSCI Europe ETF | 0.01% | 518 | $35K | New |
| HXL Hexcel Corp. | 0.01% | 555 | $35K | New |
| EFA iShares MSCI Eafe ETF | 0.01% | 364 | $34K | New |
| PAYX Paychex Inc. | 0.01% | 255 | $32K | New |
| XSD SS SPDR S&P Semiconductor | 0.01% | 100 | $32K | New |
| KO The Coca-Cola Co. | 0.01% | 479 | $32K | No change |
| TGT Target Corp. | 0.01% | 348 | $31K | Reduce -89.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.01% | 168 | $29K | New |
| NSC Norfolk Southern Corp. | 0.01% | 94 | $28K | New |
| ARTY iShares Future AI & Tech ETF | 0.01% | 546 | $25K | New |
| COWG Pacer US LRG Cap Cows GR LD | 0.01% | 679 | $25K | New |
| UBER Uber Technologies Inc. | 0.01% | 250 | $24K | New |
| MA Mastercard Inc. Class A | 0.01% | 43 | $24K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.01% | 267 | $24K | New |
| SHW The Sherwin-Williams Co. | 0.01% | 68 | $23K | New |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 126 | $23K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 406 | $22K | New |
| LQDT Liquidity Services Inc. | 0.01% | 763 | $21K | New |
| COST Costco Wholesale Corp. | 0.01% | 22 | $20K | New |
| SOXX iShares Semiconductor ETF | 0.01% | 71 | $19K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 445 | $19K | New |
| DFAC Dimensional US Core Equity 2 | 0.01% | 483 | $19K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 155 | $18K | New |
| IAU iShares Gold Trust | 0.01% | 238 | $17K | New |
| DBO Invesco DB Oil Fund | 0.01% | 1,200 | $16K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 682 | $16K | New |
| QRVO Qorvo Inc. | 0.01% | 173 | $16K | New |
| BALT Inn Defined Wealth Shield | 0.01% | 472 | $15K | New |
| CSX CSX Corp. | 0.01% | 435 | $15K | New |
| ARKW ARK Next Generation Technolo | 0.01% | 85 | $15K | New |
| DE Deere & Co. | 0.00% | 31 | $14K | New |
| DUK Duke Energy Corp. | 0.00% | 114 | $14K | New |
| TRFK Pacer Data and Digital Rev | 0.00% | 202 | $14K | New |
| IYE iShares U.S. Energy ETF | 0.00% | 283 | $13K | New |
| MS Morgan Stanley | 0.00% | 81 | $13K | New |
| PG The Procter & Gamble Co. | 0.00% | 83 | $13K | New |
| WAB Wabtec Corp. | 0.00% | 60 | $12K | New |
| BKCH Global X Blockchain ETF | 0.00% | 137 | $12K | New |
| COKE Coca-Cola Consolidated Inc. | 0.00% | 94 | $11K | New |
| TECB iShares US Tech Breakthrough | 0.00% | 175 | $11K | New |
| C Citigroup Inc. | 0.00% | 100 | $10K | New |
| BOTZ Global X Robotics & Artifici | 0.00% | 282 | $10K | New |
| ZJUL Innovator Edp ETF 1 YR July | 0.00% | 345 | $10K | New |
| KMB Kimberly-Clark Corp. | 0.00% | 78 | $10K | New |
| AMD Advanced Micro Devices | 0.00% | 60 | $10K | Reduce -97.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 106 | $10K | New |
| UPS United Parcel Service Class B | 0.00% | 111 | $9K | New |
| SPMB SS SPDR P Mort Back Bond ETF | 0.00% | 383 | $9K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 23 | $8K | New |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 238 | $7K | New |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.00% | 104 | $6K | New |
| IGPT Invesco AI and Next Gen Soft | 0.00% | 118 | $6K | New |
| OTF Blue Owl Technology Finance | 0.00% | 433 | $6K | New |
| SCHH Schwab US REIT ETF | 0.00% | 274 | $6K | New |
| AMP Ameriprise Financial Inc. | 0.00% | 12 | $6K | New |
| MSTR Strategy Inc. | 0.00% | 18 | $6K | New |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.00% | 69 | $6K | New |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.00% | 60 | $6K | New |
| SBUX Starbucks Corp. | 0.00% | 64 | $5K | New |
| ALL Allstate Corp. | 0.00% | 23 | $5K | New |
| SPHY SS SPDR P High Yield ETF | 0.00% | 197 | $5K | New |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 153 | $5K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.00% | 13 | $4K | New |
| INTC Intel Corp. | 0.00% | 118 | $4K | New |
| IUSV iShares Core S&P U.S. Value | 0.00% | 37 | $4K | New |
| NKE Nike Inc. Class B | 0.00% | 49 | $3K | New |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 17 | $3K | New |
| AIQ Global X Art Intel & Tech | 0.00% | 68 | $3K | New |
| FDX FedEx Corp. | 0.00% | 14 | $3K | New |
| DOW Dow Inc. | 0.00% | 136 | $3K | New |
| WOLF Wolfspeed Inc. | 0.00% | 109 | $3K | New |
| AEP American Electric Power | 0.00% | 27 | $3K | New |
| XYZ Block Inc. | 0.00% | 38 | $3K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 10 | $3K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 9 | $3K | New |
| CL Colgate-Palmolive Co. | 0.00% | 25 | $2K | New |
| GLW Corning Inc. | 0.00% | 19 | $2K | New |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 20 | $1K | New |
| MRK Merck & Co. Inc. | 0.00% | 12 | $999 | New |
| D Dominion Energy Inc. | 0.00% | 9 | $555 | New |
| BRSL Brightstar Lottery PLC | 0.00% | 16 | $276 | New |
| LITE Lumentum Holdings Inc. | 0.00% | 1 | $163 | New |
| EAT Brinker International Inc. | 0.00% | 1 | $127 | New |
| VIAV Viavi Solutions Inc. | 0.00% | 7 | $89 | New |
| OGN Organon & Co. | 0.00% | 1 | $13 | New |