| DFAI Dimensional International Co. | 15.42% | 3,535,704 | $112.4M | Add +3.0% |
| DFAS Dimensional US Small Cap ETF | 7.89% | 886,024 | $57.5M | Add +2.0% |
| AVLV Avantis US Large Cap Value | 7.72% | 854,254 | $56.2M | Add +7.1% |
| AVUV Avantis US Small Cap Value | 7.45% | 565,904 | $54.3M | Add +4.2% |
| SCHR Schwab Intermediate-Term US | 5.30% | 763,667 | $38.6M | Add +2.5% |
| SCHO Schwab Short-Term US Treas | 5.01% | 745,290 | $36.5M | Add +4.8% |
| BSV Vanguard Short-Term Bond ETF | 4.43% | 410,193 | $32.3M | Add +10.5% |
| BIV Vanguard Intermediate-Term B | 4.32% | 402,017 | $31.5M | Add +8.0% |
| AVDV Avantis Intl S/C Value ETF | 4.03% | 415,023 | $29.3M | Add +2.4% |
| DFAR Dimensional US Real Est ETF | 3.79% | 1,075,706 | $27.6M | Add +0.6% |
| DFUV Dimensional US Marketwide Va | 3.49% | 609,201 | $25.4M | Reduce -1.8% |
| AVMV Avantis US Mid Cap Val ETF | 3.46% | 392,029 | $25.2M | New |
| DFAE Dimensional Emerging Core Eq | 2.21% | 587,572 | $16.1M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 2.19% | 30,252 | $16.0M | Reduce -3.8% |
| IVV iShares Core S&P 500 ETF | 2.13% | 26,912 | $15.5M | Reduce -2.5% |
| DFAT Dimensional US Target Value | 1.64% | 215,017 | $12.0M | Reduce -1.6% |
| DFAX Dimensional World Ex US Core | 1.20% | 322,781 | $8.7M | Reduce -0.8% |
| SCHM Schwab US Mid Cap ETF | 1.17% | 102,600 | $8.5M | Reduce -73.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.85% | 91,367 | $6.2M | Reduce -14.3% |
| SCHH Schwab US REIT ETF | 0.74% | 232,739 | $5.4M | Reduce -3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 18,505 | $5.2M | Add +7.1% |
| IWB iShares Russell 1000 ETF | 0.61% | 14,241 | $4.5M | Reduce -2.6% |
| DFIC Dimensional International Co. | 0.60% | 156,202 | $4.4M | Reduce -3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.54% | 14,937 | $3.9M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 21,564 | $3.8M | Reduce -4.0% |
| AVDE Avantis International Equity | 0.52% | 56,138 | $3.8M | Reduce -1.7% |
| DFIV Dimensional International Va | 0.51% | 97,411 | $3.7M | Reduce -0.1% |
| AAPL Apple Inc. | 0.45% | 13,947 | $3.2M | Reduce -1.6% |
| DFUS Dimensional US Eq MKT ETF | 0.40% | 47,051 | $2.9M | Reduce -2.7% |
| SCHF Schwab Intl Equity ETF | 0.38% | 66,757 | $2.7M | Reduce -6.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.35% | 46,295 | $2.5M | Reduce -17.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 10,479 | $2.5M | Reduce -1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 38,846 | $2.4M | Reduce -1.4% |
| MSFT Microsoft Corp. | 0.31% | 5,317 | $2.3M | Reduce -0.9% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 39,754 | $2.0M | Reduce -3.2% |
| NVDA Nvidia Corp. | 0.28% | 16,495 | $2.0M | Reduce -5.0% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 29,081 | $2.0M | Reduce -1.5% |
| IWV iShares Russell 3000 ETF | 0.26% | 5,903 | $1.9M | No change |
| SCHV Schwab US Large-Cap Value | 0.26% | 23,889 | $1.9M | Reduce -11.8% |
| DFSV Dimensional US Small Cap Val | 0.25% | 59,634 | $1.8M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.22% | 8,264 | $1.6M | Reduce -0.6% |
| AVSC Avantis US Small Cap Equity | 0.21% | 27,717 | $1.5M | Reduce -0.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.20% | 16,936 | $1.5M | Reduce -8.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 2,329 | $1.3M | Reduce -3.1% |
| IWC iShares Micro-Cap ETF | 0.18% | 10,402 | $1.3M | No change |
| DISV Dimensional International SM | 0.17% | 43,309 | $1.3M | Add +0.6% |
| LHX L3HARRIS Technologies Inc. | 0.16% | 4,805 | $1.1M | No change |
| USRT iShares Core US REIT ETF | 0.15% | 17,740 | $1.1M | Reduce -2.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 5,429 | $1.1M | Reduce -1.9% |
| IWM iShares Russell 2000 ETF | 0.15% | 4,787 | $1.1M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 8,928 | $1.0M | Add +6.7% |
| XOM Exxon Mobil Corp. | 0.13% | 8,369 | $981K | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 14,088 | $878K | Reduce -1.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 3,287 | $865K | Reduce -0.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.12% | 22,301 | $859K | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.11% | 5,156 | $836K | Reduce -0.4% |
| DE Deere & Co. | 0.11% | 1,988 | $830K | No change |
| VNQ Vanguard Real Estate ETF | 0.11% | 8,436 | $822K | Reduce -4.6% |
| TFC Truist Financial Corp. | 0.10% | 16,915 | $723K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,506 | $693K | Add +8.3% |
| ORCL Oracle Corp. | 0.09% | 4,050 | $690K | Add +22.3% |
| EFA iShares MSCI Eafe ETF | 0.09% | 8,203 | $686K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 7,122 | $685K | Reduce -0.8% |
| HD Home Depot Inc. | 0.09% | 1,659 | $672K | Reduce -12.5% |
| AXP American Express Co. | 0.09% | 2,338 | $634K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.08% | 21,186 | $616K | Reduce -35.9% |
| KO The Coca-Cola Co. | 0.08% | 8,278 | $595K | Add +1.0% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.08% | 10,540 | $592K | Reduce -0.3% |
| DFEV Dimensional Emrg MRKT Val | 0.07% | 18,467 | $526K | Add +5.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.07% | 7,223 | $489K | Reduce -0.6% |
| WEC WEC Energy Group Inc. | 0.07% | 5,033 | $484K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.07% | 4,783 | $482K | Add +10.1% |
| DFAC Dimensional US Core Equity 2 | 0.06% | 13,308 | $456K | Add +1.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.06% | 1,948 | $449K | No change |
| DLN Wisdomtree US Largecap Divid | 0.06% | 5,664 | $445K | No change |
| TXN Texas Instruments Inc. | 0.06% | 2,112 | $436K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 3,498 | $411K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.06% | 3,810 | $407K | Reduce -2.7% |
| NEE Nextera Energy Inc. | 0.06% | 4,740 | $401K | Reduce -0.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.05% | 10,132 | $381K | Reduce -18.0% |
| NOC Northrop Grumman Corp. | 0.05% | 684 | $361K | No change |
| QCOM Qualcomm Inc. | 0.05% | 2,058 | $350K | Add +1.0% |
| DRI Darden Restaurants Inc. | 0.05% | 2,117 | $347K | No change |
| ACN Accenture PLC Class A | 0.05% | 975 | $345K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 2,734 | $344K | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 3,553 | $340K | No change |
| BOXX Alpha Architect 1-3 MNTH Box | 0.05% | 3,099 | $338K | No change |
| WMT Walmart Inc. | 0.05% | 4,143 | $335K | Add +0.6% |
| GIS General Mills Inc. | 0.05% | 4,461 | $329K | Add +682.6% |
| XLK SS Technology Select Sector | 0.04% | 1,405 | $317K | Add +14.1% |
| MMM 3M Co. | 0.04% | 2,200 | $301K | No change |
| SBUX Starbucks Corp. | 0.04% | 3,046 | $297K | No change |
| IWN iShares Russell 2000 Value E | 0.04% | 1,757 | $293K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.04% | 1,537 | $273K | No change |
| AVEM Avantis Emerging Markets Eq | 0.04% | 4,200 | $271K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 996 | $266K | No change |
| AVUS Avantis U.S. Equity ETF | 0.04% | 2,796 | $266K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 451 | $258K | Add +1.1% |
| MCD McDonald's Corp. | 0.03% | 834 | $254K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.03% | 5,469 | $249K | Reduce -7.5% |
| PNC PNC Financial Services Group | 0.03% | 1,326 | $245K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.03% | 4,539 | $240K | Reduce -17.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 549 | $232K | No change |
| PANW Palo Alto Networks Inc. | 0.03% | 664 | $227K | Reduce -13.2% |
| SSB Southstate Bank Corp. | 0.03% | 2,318 | $225K | Add +1313.4% |
| PFE Pfizer Inc. | 0.03% | 7,759 | $225K | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 4,064 | $215K | Add +9.9% |
| SCHB Schwab US Broad Market ETF | 0.03% | 3,179 | $211K | Reduce -5.3% |
| T AT&T Inc. | 0.03% | 9,578 | $211K | Reduce -7.0% |
| VZ Verizon Communications Inc. | 0.03% | 4,600 | $207K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,036 | $205K | Add +49.9% |
| QVAL Alpha Arch US QNT Value ETF | 0.03% | 4,410 | $203K | Add +162.7% |
| SPTS SS SPDR P St Term TSY ETF | 0.03% | 6,694 | $197K | Reduce -54.7% |
| CVX Chevron Corp. | 0.03% | 1,304 | $192K | Add +44.9% |
| EFV iShares MSCI Eafe Value ETF | 0.03% | 3,332 | $192K | Reduce -7.4% |
| PG The Procter & Gamble Co. | 0.03% | 1,098 | $190K | Reduce -67.1% |
| DVY iShares Select Dividend ETF | 0.03% | 1,400 | $189K | No change |
| OEF iShares S&P 100 ETF | 0.03% | 676 | $187K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 3,483 | $183K | New |
| MUB iShares National Muni Bond E | 0.03% | 1,683 | $183K | No change |
| AMZN Amazon.com Inc. | 0.02% | 926 | $173K | Add +4.9% |
| IWD iShares Russell 1000 Value E | 0.02% | 880 | $167K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 947 | $158K | Add +1.1% |
| LLY Eli Lilly & Co. | 0.02% | 175 | $155K | No change |
| VGT Vanguard Info Tech ETF | 0.02% | 250 | $147K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 294 | $144K | Add +32.4% |
| GSLC Goldman Activebeta US LC ETF | 0.02% | 1,271 | $144K | New |
| BITB Bitwise Bitcoin ETF | 0.02% | 4,074 | $141K | No change |
| VLO Valero Energy Corp. | 0.02% | 1,000 | $135K | No change |
| GWX State Street SPDR S&P Intern | 0.02% | 3,924 | $134K | Reduce -2.7% |
| UNH Unitedhealth Group Inc. | 0.02% | 224 | $131K | Reduce -11.5% |
| SBSI Southside Bancshares Inc. | 0.02% | 3,807 | $127K | No change |
| PDI PIMCO Dynamic Income Fund | 0.02% | 6,211 | $126K | Add +237.6% |
| ICF iShares Select U.S. REIT ETF | 0.02% | 1,805 | $119K | No change |
| UCB United Community Banks | 0.02% | 4,064 | $118K | No change |
| GOOGL Alphabet Inc. Class A | 0.02% | 708 | $117K | Reduce -3.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 1,060 | $114K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.02% | 652 | $114K | No change |
| DES Wisdomtree US Smallcap Divid | 0.02% | 3,249 | $112K | No change |
| AFG American Financial Group Inc. | 0.02% | 826 | $111K | New |
| JPM JPMorgan Chase & Co. | 0.01% | 517 | $109K | Reduce -27.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 491 | $109K | No change |
| COST Costco Wholesale Corp. | 0.01% | 122 | $108K | Reduce -1.6% |
| MDLZ Mondelez International Inc. Class A | 0.01% | 1,414 | $104K | Add +21.0% |
| FAS Dirx DLY Finacial B3X ETF-Ui | 0.01% | 800 | $104K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 2,146 | $103K | Add +0.1% |
| TSLA Tesla Inc. | 0.01% | 384 | $100K | Add +25.5% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 1,207 | $100K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 872 | $99K | New |
| LMT Lockheed Martin Corp. | 0.01% | 161 | $94K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 1,153 | $93K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 200 | $93K | No change |
| COP Conocophillips | 0.01% | 875 | $92K | No change |
| PAYX Paychex Inc. | 0.01% | 670 | $90K | No change |
| NXP Nuveen Select Tax-Free Inc. | 0.01% | 5,914 | $89K | No change |
| DUK Duke Energy Corp. | 0.01% | 763 | $88K | No change |
| EPD Enterprise Products Partners | 0.01% | 2,981 | $87K | No change |
| AMD Advanced Micro Devices | 0.01% | 516 | $85K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 332 | $83K | No change |
| PFF iShares Preferred & Income S | 0.01% | 2,430 | $81K | No change |
| FCF First Commonwealth Finl Corp. | 0.01% | 4,692 | $80K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.01% | 3,805 | $78K | New |
| PEP Pepsico Inc. | 0.01% | 454 | $77K | No change |
| IWF iShares Russell 1000 Growth | 0.01% | 204 | $77K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 691 | $74K | Reduce -1.7% |
| UNP Union Pacific Corp. | 0.01% | 292 | $72K | No change |
| LOW Lowe's Cos Inc. | 0.01% | 253 | $69K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 633 | $67K | Add +3.8% |
| CLX Clorox Company | 0.01% | 397 | $65K | New |
| PRU Prudential Financial Inc. | 0.01% | 533 | $65K | No change |
| VYM Vanguard High DVD Yield ETF | 0.01% | 500 | $64K | New |
| CSX CSX Corp. | 0.01% | 1,847 | $64K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 1,209 | $63K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.01% | 1,141 | $58K | Add +131.4% |
| NFLX Netflix Inc. | 0.01% | 82 | $58K | No change |
| ABBV Abbvie Inc. | 0.01% | 294 | $58K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 648 | $58K | No change |
| FARO Faro Technologies Inc. | 0.01% | 3,000 | $57K | No change |
| TT Trane Technologies PLC | 0.01% | 147 | $57K | No change |
| RTX RTX Corp. | 0.01% | 469 | $57K | No change |
| CSCO Cisco Systems Inc. | 0.01% | 1,066 | $57K | Add +7.2% |
| IMCG iShares Morningstar Mid-Cap | 0.01% | 774 | $56K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 1,422 | $56K | Reduce -6.5% |
| MRK Merck & Co. Inc. | 0.01% | 492 | $56K | No change |
| LIN Linde PLC | 0.01% | 117 | $56K | No change |
| SO The Southern Co. | 0.01% | 617 | $56K | Reduce -33.4% |
| WFC Wells Fargo & Co. | 0.01% | 965 | $55K | Add +20.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 498 | $54K | Reduce -7.6% |
| CAT Caterpillar Inc. | 0.01% | 136 | $53K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 376 | $52K | No change |
| AVES Avantis Emerging Markets Val | 0.01% | 1,004 | $52K | No change |
| DHR Danaher Corp. | 0.01% | 188 | $52K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 210 | $51K | Reduce -26.3% |
| AVGE Avantis All Eqty Mrkts ETF | 0.01% | 676 | $50K | Add +8.2% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 560 | $49K | Add +113.7% |
| NBH Neuberger Municipal Fund Inc. | 0.01% | 4,401 | $49K | No change |
| VONV Vanguard Russell 1000 Value | 0.01% | 586 | $49K | Reduce -79.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 622 | $49K | Add +26.4% |
| IUSV iShares Core S&P U.S. Value | 0.01% | 505 | $48K | New |
| AGG iShares Core U.S. Aggregate | 0.01% | 469 | $47K | Reduce -14.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 236 | $47K | Add +78.8% |
| SOLV Solventum Corp. | 0.01% | 675 | $47K | No change |
| NKE Nike Inc. Class B | 0.01% | 532 | $47K | Reduce -20.2% |
| WM Waste Management Inc. | 0.01% | 219 | $45K | No change |
| VHT Vanguard Health Care ETF | 0.01% | 160 | $45K | No change |
| BA The Boeing Co. | 0.01% | 291 | $44K | Reduce -2.7% |
| DFAU Dimensional US Core Equity M | 0.01% | 1,106 | $44K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 556 | $43K | No change |
| AFL Aflac Inc. | 0.01% | 381 | $43K | No change |
| RSPU Invesco S&P 500 Equal Weight | 0.01% | 600 | $41K | New |
| BP BP PLC-Spons ADR | 0.01% | 1,277 | $40K | No change |
| SLV iShares Silver Trust | 0.01% | 1,409 | $40K | New |
| STBA S & T Bancorp Inc. | 0.01% | 950 | $40K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 400 | $40K | No change |
| RJF Raymond James Financial Inc. | 0.01% | 319 | $39K | Reduce -6.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.01% | 925 | $39K | New |
| FVD First Trust Value Line DVD | 0.01% | 849 | $39K | New |
| MS Morgan Stanley | 0.01% | 369 | $38K | Reduce -11.9% |
| ITOT iShares Core S&P Total U.S. | 0.01% | 301 | $38K | Add +2.7% |
| OXSQ Oxford Square Capital Corp. | 0.01% | 13,318 | $38K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 284 | $37K | New |
| INTU Intuit Inc. | 0.01% | 60 | $37K | No change |
| FICO Fair Isaac Corp. | 0.01% | 19 | $37K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 174 | $36K | No change |
| RF Regions Financial Corp. | 0.00% | 1,494 | $35K | No change |
| CGGR Cap Group Growth Equity | 0.00% | 1,000 | $35K | New |
| SCHG Schwab US Large-Cap Growth | 0.00% | 326 | $34K | Reduce -27.4% |
| HON Honeywell International Inc. | 0.00% | 164 | $34K | No change |
| FAST Fastenal Co. | 0.00% | 470 | $34K | Add +1019.0% |
| DJT Trump Media & Technology Gro | 0.00% | 2,088 | $34K | Add +5.0% |
| EVRG Evergy Inc. | 0.00% | 534 | $33K | No change |
| CARR Carrier Global Corp. | 0.00% | 403 | $32K | No change |
| DFCF Dimensional Core Fixed Inc. | 0.00% | 718 | $31K | Reduce -15.1% |
| WING Wingstop Inc. | 0.00% | 74 | $31K | No change |
| ETN Eaton Corp. PLC | 0.00% | 92 | $30K | No change |
| JCPB JPMorgan Core Plus Bond ETF | 0.00% | 630 | $30K | New |
| DFSD Dimensional Short Duration | 0.00% | 629 | $30K | Add +1.0% |
| ICE Intercontinental Exchange Inc. | 0.00% | 185 | $30K | No change |
| GS Goldman Sachs Group Inc. | 0.00% | 60 | $30K | No change |
| FTCS First Trust Capital Strength | 0.00% | 320 | $29K | New |
| FLRT Pacer Aristotle Pacific Floa | 0.00% | 597 | $28K | New |
| CMCSA Comcast Corp. Class A | 0.00% | 678 | $28K | Reduce -43.6% |
| SPHD Invesco S&P 500 High Dividen | 0.00% | 552 | $28K | Add +941.5% |
| NOW ServiceNow Inc. | 0.00% | 31 | $28K | No change |
| FCPT Four Corners Property Trust | 0.00% | 921 | $27K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 150 | $27K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 70 | $27K | No change |
| GNL Global Net Lease Inc. | 0.00% | 3,189 | $27K | No change |
| DFGR Dim Global Real Estate ETF | 0.00% | 927 | $27K | Add +17.6% |
| FLOT iShares Floating Rate Bond E | 0.00% | 524 | $27K | New |
| ITW Illinois Tool Works | 0.00% | 102 | $27K | No change |
| JEF Jefferies Financial Group Inc. | 0.00% | 433 | $27K | No change |
| EXC Exelon Corp. | 0.00% | 656 | $27K | No change |
| UPS United Parcel Service Class B | 0.00% | 190 | $26K | No change |
| BITO Proshares Bitcoin ETF-Usd | 0.00% | 1,349 | $26K | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 0.00% | 137 | $26K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.00% | 246 | $26K | Add +778.6% |
| PGR Progressive Corp. | 0.00% | 101 | $26K | No change |
| ELV Elevance Health Inc. | 0.00% | 49 | $25K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 187 | $25K | New |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 240 | $25K | No change |
| EG Everest Group Ltd. | 0.00% | 64 | $25K | No change |
| PXF Invesco Rafi Developed Marke | 0.00% | 477 | $25K | Add +75.4% |
| MAR Marriott International Class A | 0.00% | 100 | $25K | No change |
| AVGO Broadcom Inc. | 0.00% | 140 | $24K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 414 | $24K | Reduce -42.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 132 | $24K | No change |
| CI The Cigna Group | 0.00% | 67 | $23K | No change |
| SCHD Schwab US DVD Equity ETF | 0.00% | 264 | $22K | No change |
| CCL Carnival Corp. | 0.00% | 1,200 | $22K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 500 | $22K | New |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 2,354 | $21K | Add +0.0% |
| KRG Kite Realty Group Trust | 0.00% | 790 | $21K | No change |
| RSG Republic Services Inc. | 0.00% | 103 | $21K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 100 | $21K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 225 | $21K | No change |
| EMLP First Trust North American E | 0.00% | 603 | $20K | New |
| IVAL Alpha Archi Intl QT Vlu ETF | 0.00% | 775 | $20K | No change |
| MET Metlife Inc. | 0.00% | 241 | $20K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 89 | $20K | No change |
| HII Huntington Ingalls Industrie | 0.00% | 75 | $20K | No change |
| FISV Fiserv Inc. | 0.00% | 110 | $20K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 2,390 | $20K | Reduce -6.7% |
| XLF SS Financial Select Sector | 0.00% | 427 | $19K | Reduce -18.4% |
| VLY Valley National Bancorp | 0.00% | 2,115 | $19K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 30 | $19K | No change |
| VRSN Verisign Inc. | 0.00% | 96 | $18K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.00% | 445 | $18K | No change |
| IBHG iShares Ibonds 2027 HY Inc. | 0.00% | 800 | $18K | No change |
| ZTS Zoetis Inc. | 0.00% | 91 | $18K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 273 | $18K | Add +155.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 251 | $18K | Reduce -8.4% |
| RDVY First Trust Rising Dividend | 0.00% | 292 | $17K | New |
| XLV SS Health Care Select Sector | 0.00% | 110 | $17K | Reduce -23.6% |
| TIP iShares Tips Bond ETF | 0.00% | 151 | $17K | No change |
| ADBE Adobe Inc. | 0.00% | 32 | $17K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 136 | $16K | Add +2.3% |
| FHN First Horizon Corp. | 0.00% | 1,058 | $16K | No change |
| PHM Pultegroup Inc. | 0.00% | 113 | $16K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 195 | $16K | Add +387.5% |
| ISRG Intuitive Surgical Inc. | 0.00% | 33 | $16K | No change |
| HOG Harley-Davidson Inc. | 0.00% | 415 | $16K | No change |
| XYL Xylem Inc. | 0.00% | 118 | $16K | No change |
| MCHI iShares MSCI China ETF | 0.00% | 300 | $15K | New |
| ROP Roper Technologies Inc. | 0.00% | 27 | $15K | No change |
| PEG Public Service Enterprise GP | 0.00% | 168 | $15K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 124 | $15K | No change |
| CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW | 0.00% | 775 | $15K | No change |
| HYDB iShares High Yield Systemati | 0.00% | 306 | $15K | No change |
| EMR Emerson Electric Co. | 0.00% | 132 | $14K | No change |
| PM Philip Morris International | 0.00% | 118 | $14K | No change |
| ITA iShares U.S. Aerospace & Def | 0.00% | 95 | $14K | No change |
| EQIX Equinix Inc. | 0.00% | 16 | $14K | No change |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 159 | $14K | New |
| ENFR Alerian Energy Infrastructur | 0.00% | 500 | $14K | No change |
| CL Colgate-Palmolive Co. | 0.00% | 136 | $14K | No change |
| SPGI S&P Global Inc. | 0.00% | 27 | $14K | No change |
| LUV Southwest Airlines Co. | 0.00% | 469 | $14K | Add +3.3% |
| IBDP iShares Ibonds Dec 2024 Term | 0.00% | 550 | $14K | New |
| MA Mastercard Inc. Class A | 0.00% | 28 | $14K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 1,309 | $14K | Add +0.1% |
| OLN Olin Corp. | 0.00% | 285 | $14K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 13 | $14K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 113 | $13K | No change |
| FFBC First Financial Bancorp | 0.00% | 529 | $13K | New |
| MCO Moody's Corp. | 0.00% | 28 | $13K | No change |
| RWX State Street SPDR Dow Jones | 0.00% | 481 | $13K | Add +0.6% |
| EA Electronic Arts Inc. | 0.00% | 91 | $13K | No change |
| IGLD FT Vest Gold Strategy Target | 0.00% | 599 | $13K | New |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 188 | $13K | New |
| BKNG Booking Holdings Inc. | 0.00% | 3 | $13K | No change |
| FDX FedEx Corp. | 0.00% | 46 | $13K | No change |
| OMFL Invesco Russell 1000 DYN M/F | 0.00% | 234 | $12K | New |
| ARW Arrow Electronics Inc. | 0.00% | 93 | $12K | No change |
| JPST JPMorgan Ultra-Short Income | 0.00% | 243 | $12K | New |
| MELI MercadoLibre Inc. | 0.00% | 6 | $12K | No change |
| AVGV Avantis All Eq MKTS Val ETF | 0.00% | 195 | $12K | No change |
| KR Kroger Co. | 0.00% | 207 | $12K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 42 | $12K | No change |
| SILA Sila Realty Trust Inc. | 0.00% | 463 | $12K | Reduce -42.4% |
| GRAYSCALE ETHEREUM MINI TR E | 0.00% | 4,680 | $11K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 228 | $11K | No change |
| PTY PIMCO Corporate & Income Opp | 0.00% | 745 | $11K | No change |
| KIM Kimco Realty Corp. | 0.00% | 459 | $11K | No change |
| OMC Omnicom Group | 0.00% | 103 | $11K | No change |
| LRCX Lam Research Corp. | 0.00% | 13 | $11K | No change |
| MLPX Global X MLP & Energy Infras | 0.00% | 192 | $10K | New |
| IYG iShares U.S. Financial Servi | 0.00% | 147 | $10K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.00% | 250 | $10K | No change |
| SYK Stryker Corp. | 0.00% | 28 | $10K | No change |
| CNO Cno Financial Group Inc. | 0.00% | 280 | $10K | No change |
| FTGS First Trust Grwth Strgth ETF | 0.00% | 312 | $10K | New |
| AMLP Alerian MLP ETF | 0.00% | 206 | $10K | New |
| COR Cencora Inc. | 0.00% | 43 | $10K | No change |
| V Visa Inc. Class A | 0.00% | 35 | $10K | Add +25.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 78 | $10K | No change |
| VDC Vanguard Consumer Staple ETF | 0.00% | 44 | $10K | No change |
| HUM Humana Inc. | 0.00% | 30 | $10K | No change |
| PFG Principal Financial Group | 0.00% | 110 | $9K | No change |
| MCK McKesson Corp. | 0.00% | 19 | $9K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 315 | $9K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 126 | $9K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 200 | $9K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 178 | $9K | No change |
| COF Capital One Financial Corp. | 0.00% | 60 | $9K | No change |
| FELV Fidelity Enh LRG Cap Val ETF | 0.00% | 286 | $9K | No change |
| BYLD iShares Yield Optimized Bond | 0.00% | 386 | $9K | No change |
| IYR iShares US Real Estate ETF | 0.00% | 85 | $9K | No change |
| CMA Comerica Inc. | 0.00% | 144 | $9K | No change |
| O Realty Income Corp. | 0.00% | 136 | $9K | No change |
| FITB Fifth Third Bancorp | 0.00% | 197 | $8K | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 116 | $8K | No change |
| GEV GE Vernova Inc. | 0.00% | 33 | $8K | No change |
| DLY Doubleline Yield Opport | 0.00% | 500 | $8K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 111 | $8K | No change |
| EFX Equifax Inc. | 0.00% | 28 | $8K | No change |
| ROL Rollins Inc. | 0.00% | 162 | $8K | No change |
| VXF Vanguard Extended Market ETF | 0.00% | 45 | $8K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 61 | $8K | Reduce -3.2% |
| COIN Coinbase Global Inc. Class A | 0.00% | 45 | $8K | Add +350.0% |
| DFS Discover Financial Services | 0.00% | 56 | $8K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 50 | $8K | New |
| CAL Caleres Inc. | 0.00% | 233 | $8K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 211 | $8K | New |
| RKT Rocket Cos Inc. Class A | 0.00% | 400 | $8K | No change |
| IYZ iShares US Telecommunication | 0.00% | 300 | $8K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 45 | $8K | No change |
| OII Oceaneering Intl Inc. | 0.00% | 299 | $7K | No change |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.00% | 206 | $7K | No change |
| BLW BlackRock Ltd. Durat Inc. TR | 0.00% | 500 | $7K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 36 | $7K | No change |
| WSM Williams-Sonoma Inc. | 0.00% | 46 | $7K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 14 | $7K | No change |
| QFLR Innovator Nasdaq-100 MF ETF | 0.00% | 254 | $7K | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.00% | 583 | $7K | No change |
| TXT Textron Inc. | 0.00% | 78 | $7K | No change |
| EME Emcor Group Inc. | 0.00% | 16 | $7K | No change |
| CRM Salesforce Inc. | 0.00% | 25 | $7K | No change |
| FSCO FS Credit Opportunities Corp. | 0.00% | 1,063 | $7K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 159 | $7K | No change |
| LYB Lyondellbasell Indu Class A | 0.00% | 69 | $7K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 27 | $6K | No change |
| VIK Viking Holdings Ltd. | 0.00% | 182 | $6K | No change |
| EIX Edison International | 0.00% | 72 | $6K | No change |
| CADE Cadence Bank | 0.00% | 195 | $6K | No change |
| WTW Willis Towers Watson PLC | 0.00% | 21 | $6K | No change |
| CLPT Clearpoint Neuro Inc. | 0.00% | 541 | $6K | Reduce -88.1% |
| ANSS Ansys Inc. | 0.00% | 19 | $6K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 102 | $6K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 35 | $6K | No change |
| BKR Baker Hughes Co. | 0.00% | 166 | $6K | No change |
| MATX Matson Inc. | 0.00% | 42 | $6K | No change |
| VFC VF Corp. | 0.00% | 300 | $6K | No change |
| VRSK Verisk Analytics Inc. | 0.00% | 22 | $6K | No change |
| WY Weyerhaeuser Co. | 0.00% | 174 | $6K | No change |
| QUBT Quantum Computing Inc. | 0.00% | 8,850 | $6K | No change |
| ANET Arista Networks Inc. | 0.00% | 15 | $6K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 15 | $6K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 150 | $6K | No change |
| HPQ HP Inc. | 0.00% | 154 | $6K | No change |
| ADSK Autodesk Inc. | 0.00% | 20 | $6K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 92 | $5K | No change |
| EPR Epr Properties filed as EPR PPTYS | 0.00% | 111 | $5K | No change |
| GBX Greenbrier Companies Inc. | 0.00% | 106 | $5K | No change |
| MGRM Monogram Technologies Inc. | 0.00% | 2,000 | $5K | New |
| GRMN Garmin Ltd. | 0.00% | 30 | $5K | No change |
| EWH iShares MSCI Hong Kong ETF | 0.00% | 282 | $5K | New |
| KTB Kontoor Brands Inc. | 0.00% | 63 | $5K | No change |
| GD General Dynamics Corp. | 0.00% | 17 | $5K | No change |
| NNN NNN REIT Inc. | 0.00% | 105 | $5K | Reduce -64.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 29 | $5K | No change |
| GPC Genuine Parts Co. | 0.00% | 36 | $5K | No change |
| MUR Murphy Oil Corp. | 0.00% | 146 | $5K | No change |
| BEP Brookfield Renewable Partner | 0.00% | 174 | $5K | No change |
| PLD Prologis Inc. | 0.00% | 38 | $5K | No change |
| ARKK ARK Innovation ETF | 0.00% | 100 | $5K | Reduce -33.3% |
| BWMN Bowman Consulting Group Ltd. | 0.00% | 196 | $5K | Reduce -1.5% |
| ATI Ati Inc. | 0.00% | 70 | $5K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 200 | $5K | No change |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.00% | 200 | $5K | No change |
| IBHD iShares Ibonds 2024 H/Y Inc. | 0.00% | 200 | $5K | No change |
| HAL Halliburton Co. | 0.00% | 160 | $5K | No change |
| REZI Resideo Technologies Inc. | 0.00% | 227 | $5K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 17 | $5K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 63 | $5K | No change |
| IP International Paper Co. | 0.00% | 90 | $4K | No change |
| VLTO Veralto Corp. | 0.00% | 39 | $4K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 37 | $4K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 87 | $4K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 50 | $4K | No change |
| PK Park Hotels & Resorts Inc. | 0.00% | 292 | $4K | No change |
| ABT Abbott Laboratories | 0.00% | 36 | $4K | No change |
| HCA HCA Healthcare Inc. | 0.00% | 10 | $4K | No change |
| AMG Affiliated Managers Group | 0.00% | 22 | $4K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 65 | $4K | No change |
| DOW Dow Inc. | 0.00% | 71 | $4K | No change |
| GTLS Chart Industries Inc. | 0.00% | 31 | $4K | No change |
| GEM Goldman Sachs Activebeta Em | 0.00% | 109 | $4K | New |
| FLR Fluor Corp. | 0.00% | 80 | $4K | No change |
| PNR Pentair PLC | 0.00% | 39 | $4K | No change |
| DVN Devon Energy Corp. | 0.00% | 97 | $4K | No change |
| CPRI Capri Holdings Ltd. | 0.00% | 89 | $4K | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 75 | $4K | New |
| ARCB Arcbest Corp. | 0.00% | 34 | $4K | No change |
| DFIN Donnelley Financial Solution | 0.00% | 55 | $4K | No change |
| BH Biglari Holdings Inc. Class B | 0.00% | 21 | $4K | New |
| TNL Travel + Leisure Co. | 0.00% | 78 | $4K | No change |
| EVR Evercore Inc. Class A | 0.00% | 14 | $4K | No change |
| ILMN Illumina Inc. | 0.00% | 27 | $4K | No change |
| CTVA Corteva Inc. | 0.00% | 58 | $3K | No change |
| AIR Aar Corp. | 0.00% | 52 | $3K | No change |
| DXPE DXP Enterprises Inc. | 0.00% | 63 | $3K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 164 | $3K | No change |
| PVH PVH Corp. | 0.00% | 33 | $3K | No change |
| ROST Ross Stores Inc. | 0.00% | 22 | $3K | No change |
| GEHC GE Healthcare Technology | 0.00% | 35 | $3K | No change |
| HSY The Hershey Co. | 0.00% | 17 | $3K | Reduce -5.6% |
| FWONK Liberty Media Corp. Class C | 0.00% | 42 | $3K | New |
| SKYW Skywest Inc. | 0.00% | 38 | $3K | No change |
| UTHR United Therapeutics Corp. | 0.00% | 9 | $3K | No change |
| TCBI Texas Capital Bancshares Inc. | 0.00% | 45 | $3K | No change |
| CNC Centene Corp. | 0.00% | 42 | $3K | No change |
| AZO AutoZone Inc. | 0.00% | 1 | $3K | No change |
| MNST Monster Beverage Corp. | 0.00% | 58 | $3K | No change |
| LSTR Landstar System Inc. | 0.00% | 16 | $3K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 25 | $3K | No change |
| APA Apa Corp. | 0.00% | 123 | $3K | No change |
| OKE Oneok Inc. | 0.00% | 33 | $3K | No change |
| IEX Idex Corp. | 0.00% | 14 | $3K | No change |
| YUM Yum! Brands Inc. | 0.00% | 21 | $3K | No change |
| STLD Steel Dynamics Inc. | 0.00% | 23 | $3K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 50 | $3K | No change |
| TDG Transdigm Group Inc. | 0.00% | 2 | $3K | No change |
| WELL Welltower Inc. | 0.00% | 22 | $3K | No change |
| KOP Koppers Holdings Inc. | 0.00% | 77 | $3K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 27 | $3K | No change |
| PUMP Propetro Holding Corp. | 0.00% | 362 | $3K | No change |
| JBL Jabil Inc. | 0.00% | 23 | $3K | No change |
| HST Host Hotels & Resorts Inc. | 0.00% | 155 | $3K | No change |
| NTAP Netapp Inc. | 0.00% | 22 | $3K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 11 | $3K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.00% | 105 | $3K | No change |
| POOL Pool Corp. | 0.00% | 7 | $3K | No change |
| CASY Casey's General Stores Inc. | 0.00% | 7 | $3K | No change |
| WMB Williams Cos Inc. | 0.00% | 57 | $3K | No change |
| ENTG Entegris Inc. | 0.00% | 23 | $3K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 73 | $3K | New |
| PALC Pacer Lunt LRG Cap Multi-Fac | 0.00% | 51 | $3K | New |
| BYD Boyd Gaming Corp. | 0.00% | 39 | $3K | No change |
| VMC Vulcan Materials Co. | 0.00% | 10 | $3K | No change |
| LYV Live Nation Entertainment Inc. | 0.00% | 22 | $2K | No change |
| ORI Old Republic Intl Corp. | 0.00% | 68 | $2K | No change |
| NUE Nucor Corp. | 0.00% | 16 | $2K | No change |
| SF Stifel Financial Corp. | 0.00% | 25 | $2K | No change |
| MSCI MSCI Inc. | 0.00% | 4 | $2K | No change |
| CAH Cardinal Health Inc. | 0.00% | 21 | $2K | No change |
| VMI Valmont Industries | 0.00% | 8 | $2K | No change |
| SNA Snap-on Inc. | 0.00% | 8 | $2K | No change |
| SMR Nuscale Power Corp. | 0.00% | 200 | $2K | No change |
| GIII G-III Apparel Group Ltd. | 0.00% | 75 | $2K | No change |
| AKR Acadia Realty Trust | 0.00% | 97 | $2K | No change |
| BRX Brixmor Property Group Inc. | 0.00% | 80 | $2K | No change |
| TFIN Triumph Financial Inc. | 0.00% | 28 | $2K | No change |
| C Citigroup Inc. | 0.00% | 35 | $2K | No change |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.00% | 40 | $2K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 25 | $2K | No change |
| GL Globe Life Inc. | 0.00% | 20 | $2K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 2 | $2K | No change |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 25 | $2K | No change |
| SABR Sabre Corp. | 0.00% | 554 | $2K | New |
| LITE Lumentum Holdings Inc. | 0.00% | 30 | $2K | No change |
| CHDN Churchill Downs Inc. | 0.00% | 14 | $2K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 41 | $2K | Reduce -57.7% |
| SPTN Spartannash Co. | 0.00% | 81 | $2K | No change |
| INTC Intel Corp. | 0.00% | 75 | $2K | Reduce -67.8% |
| PRSU Pursuit Attractions and Hosp filed as VIAD CORP | 0.00% | 49 | $2K | Reduce -90.6% |
| LW Lamb Weston Holdings Inc. | 0.00% | 27 | $2K | No change |
| CZR Caesars Entertainment Inc. | 0.00% | 40 | $2K | No change |
| BH.A Biglari Holdings Inc. Class A | 0.00% | 2 | $2K | New |
| OZK Bank Ozk | 0.00% | 38 | $2K | No change |
| LKQ LKQ Corp. | 0.00% | 39 | $2K | No change |
| URBN Urban Outfitters Inc. | 0.00% | 39 | $1K | No change |
| IRDM Iridium Communications Inc. | 0.00% | 48 | $1K | No change |
| CLB Core Laboratories Inc. | 0.00% | 78 | $1K | No change |
| AMN Amn Healthcare Services Inc. | 0.00% | 34 | $1K | New |
| NSP Insperity Inc. | 0.00% | 16 | $1K | No change |
| RWT Redwood Trust Inc. | 0.00% | 182 | $1K | No change |
| BEPC Brookfield Renewable Cor-A | 0.00% | 43 | $1K | No change |
| VIAV Viavi Solutions Inc. | 0.00% | 154 | $1K | No change |
| MTDR Matador Resources Co. | 0.00% | 28 | $1K | New |
| PARR Par Pacific Holdings Inc. | 0.00% | 78 | $1K | No change |
| LECO Lincoln Electric Holdings | 0.00% | 7 | $1K | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 300 | $1K | No change |
| SDVY First Trust Smid Cap Rising | 0.00% | 36 | $1K | New |
| GT Goodyear Tire & Rubber Co. | 0.00% | 148 | $1K | No change |
| LRHC La Rosa Hldgs Corp. | 0.00% | 2,000 | $1K | Add +166.7% |
| NOVAQ Sunnova Energy International | 0.00% | 132 | $1K | No change |
| TEAM Atlassian Corp. Class A | 0.00% | 8 | $1K | No change |
| FIVE Five Below | 0.00% | 14 | $1K | No change |
| NAVI Navient Corp. | 0.00% | 78 | $1K | No change |
| VTS Vitesse Energy Inc. | 0.00% | 50 | $1K | No change |
| WU Western Union Co. | 0.00% | 100 | $1K | No change |
| OGN Organon & Co. | 0.00% | 62 | $1K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 49 | $1K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 100 | $1K | No change |
| VYGR Voyager Therapeutics Inc. | 0.00% | 185 | $1K | New |
| RYN Rayonier Inc. | 0.00% | 33 | $1K | No change |
| NDSN Nordson Corp. | 0.00% | 4 | $1K | No change |
| GTM Zoominfo Technologies Inc. | 0.00% | 100 | $1K | No change |
| HE Hawaiian Electric Inds | 0.00% | 101 | $978 | No change |
| IMOS Chipmos Technologies Inc.-ADR | 0.00% | 39 | $913 | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 10 | $895 | No change |
| CIEN Ciena Corp. | 0.00% | 14 | $863 | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.00% | 35 | $853 | New |
| USLM United States Lime & Mineral | 0.00% | 8 | $782 | Add +60.0% |
| KLAC KLA Corp. | 0.00% | 1 | $775 | Reduce -80.0% |
| INSM Insmed Inc. | 0.00% | 10 | $730 | No change |
| SLVM Sylvamo Corp. | 0.00% | 8 | $687 | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 38 | $685 | No change |
| RITM Rithm Capital Corp. | 0.00% | 60 | $681 | No change |
| NXH Neighborhood Intelligence Inc. filed as BEYOND INC | 0.00% | 64 | $646 | No change |
| CG The Carlyle Group Inc. | 0.00% | 121 | $584 | No change |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 16 | $579 | Add +100.0% |
| FSLY Fastly Inc. Class A | 0.00% | 75 | $568 | No change |
| WAB Wabtec Corp. | 0.00% | 3 | $546 | New |
| XYZ Block Inc. | 0.00% | 8 | $538 | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.00% | 100 | $536 | No change |
| NSA National Storage Affiliates | 0.00% | 11 | $526 | No change |
| GLPI Gaming and Leisure Propertie | 0.00% | 10 | $515 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 20 | $460 | No change |
| ALK Alaska Air Group Inc. | 0.00% | 10 | $453 | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 8 | $430 | No change |
| REXR Rexford Industrial Realty Inc. | 0.00% | 8 | $423 | No change |
| FLG Flagstar Bank NA filed as NEW YORK CMNTY BANCORP INC | 0.00% | 33 | $371 | Reduce -2.0% |
| ABR Arbor Realty Trust Inc. | 0.00% | 21 | $327 | No change |
| UBS UBS Group AG-Reg | 0.00% | 9 | $279 | No change |
| ETHA iShares Ethereum Trust ETF | 0.00% | 14 | $276 | New |
| BHF Brighthouse Financial Inc. | 0.00% | 6 | $271 | No change |
| MRO Marathon Oil Corp. | 0.00% | 10 | $267 | No change |
| ALLK Allakos LLC | 0.00% | 400 | $262 | No change |
| EMBC Embecta Corp. | 0.00% | 15 | $212 | Reduce -50.0% |
| ALL Allstate Corp. | 0.00% | 1 | $190 | No change |
| CLOV Clover Health Investments Co. | 0.00% | 50 | $141 | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 2 | $104 | No change |
| NAT Nordic American Tankers Ltd. | 0.00% | 28 | $103 | Add +3.7% |
| LUMN Lumen Technologies Inc. | 0.00% | 12 | $86 | No change |
| GTX Garrett Motion Inc. | 0.00% | 10 | $82 | No change |
| IMPP Imperial Petroleum Inc. | 0.00% | 16 | $67 | No change |
| GRAL Grail Inc. | 0.00% | 4 | $56 | No change |
| ONL Orion Properties Inc. filed as ORION OFFICE REIT INC | 0.00% | 13 | $52 | No change |
| SPRU Spruce Power Holding Corp. | 0.00% | 13 | $37 | No change |
| RDUS Radius Recycling Inc. Class A | 0.00% | 2 | $31 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 6 | $28 | No change |
| IBHF iShares Ibond 2026 HY & Inc. | 0.00% | 1 | $24 | No change |
| DSU BlackRock Debt Strategies | 0.00% | 2 | $23 | New |
| NBIS Nebius Group NV | 0.00% | 25 | $0 | No change |