| SCHB Schwab US Broad Market ETF | 27.98% | 4,261,509 | $123.4M | Add +6.1% |
| AVEM Avantis Emerging Markets Eq | 10.51% | 480,549 | $46.4M | Add +3.3% |
| VEA Vanguard Ftse Developed ETF | 8.60% | 532,635 | $38.0M | Add +5.0% |
| AVUV Avantis US Small Cap Value | 6.98% | 246,862 | $30.8M | Add +6.2% |
| AVDV Avantis Intl S/C Value ETF | 5.96% | 255,151 | $26.3M | Add +5.7% |
| MUB iShares National Muni Bond E | 4.95% | 202,817 | $21.8M | Add +15.7% |
| SCHR Schwab Intermediate-Term US | 4.27% | 762,960 | $18.8M | Add +8.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.75% | 22,163 | $16.6M | Reduce -0.2% |
| VCIT Vanguard Int-Term Corporate | 3.39% | 180,706 | $14.9M | Add +11.0% |
| REET iShares Global REIT ETF | 3.26% | 520,305 | $14.4M | Add +6.0% |
| BNDX Vanguard Total Intl Bond ETF | 2.82% | 256,559 | $12.4M | Add +8.5% |
| MUNI PIMCO Intermediate Municipal | 2.26% | 189,849 | $10.0M | Add +5.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.37% | 76,544 | $6.0M | Add +9.5% |
| SUB iShares Short-Term National | 1.34% | 55,545 | $5.9M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 0.78% | 33,246 | $3.5M | Reduce -1.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.75% | 68,674 | $3.3M | Reduce -0.2% |
| HDV iShares Core High Dividend E | 0.67% | 107,643 | $3.0M | Reduce -2.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 27,242 | $2.6M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 8,099 | $2.5M | Reduce -0.1% |
| AAPL Apple Inc. | 0.55% | 8,410 | $2.4M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 3,229 | $2.4M | Reduce -2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 5,090 | $1.9M | Add +3.7% |
| MSFT Microsoft Corp. | 0.38% | 4,530 | $1.7M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 26,659 | $1.6M | No change |
| DFSV Dimensional US Small Cap Val | 0.32% | 36,492 | $1.4M | Add +0.8% |
| AVGO Broadcom Inc. | 0.29% | 3,444 | $1.3M | Reduce -16.1% |
| IWM iShares Russell 2000 ETF | 0.29% | 4,314 | $1.3M | Reduce -0.7% |
| VXUS Vanguard Total Intl Stock | 0.29% | 14,847 | $1.3M | Add +19.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.28% | 7,976 | $1.2M | No change |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 7,250 | $1.2M | Reduce -0.5% |
| APD Air Products & Chemicals Inc. | 0.20% | 2,993 | $877K | No change |
| NVDA Nvidia Corp. | 0.16% | 3,559 | $712K | Add +0.3% |
| BAC Bank of America Corp. | 0.15% | 11,837 | $674K | Add +0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 6,229 | $640K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.12% | 754 | $518K | Add +611.3% |
| SCHF Schwab Intl Equity ETF | 0.11% | 17,884 | $495K | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,334 | $477K | Add +81.3% |
| AVRE Avantis Real Estate ETF | 0.11% | 9,803 | $464K | Add +1.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 1,480 | $453K | No change |
| MCD McDonald's Corp. | 0.10% | 1,674 | $453K | Reduce -3.2% |
| AOR iShares Core 60/40 Balanced | 0.10% | 6,481 | $450K | Add +0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 8,397 | $425K | Add +39.6% |
| IVV iShares Core S&P 500 ETF | 0.09% | 545 | $408K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.09% | 5,400 | $407K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 7,956 | $401K | Add +6.5% |
| VLGEA Village Super Market Class A | 0.09% | 9,245 | $390K | Add +407.7% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 12,369 | $364K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 3,318 | $362K | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 714 | $357K | Add +1.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.08% | 13,445 | $342K | Add +174.3% |
| VXF Vanguard Extended Market ETF | 0.07% | 1,340 | $330K | Add +168.0% |
| CAT Caterpillar Inc. | 0.07% | 299 | $318K | Add +3.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,304 | $315K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 5,650 | $309K | Reduce -6.5% |
| ESML iShares ESG Aware MSCI USA S | 0.07% | 5,434 | $304K | Reduce -2.3% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 8,751 | $296K | Reduce -4.7% |
| VNQ Vanguard Real Estate ETF | 0.07% | 3,053 | $294K | No change |
| IWF iShares Russell 1000 Growth | 0.07% | 2,358 | $293K | Reduce -13.1% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.06% | 1,936 | $283K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.06% | 12,185 | $276K | Add +1.3% |
| GLW Corning Inc. | 0.06% | 1,008 | $257K | Add +0.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 10,680 | $247K | Add +6.9% |
| BGRN iShares Usd Green Bond ETF | 0.06% | 5,202 | $247K | Add +6.7% |
| AMGN Amgen Inc. | 0.06% | 671 | $243K | No change |
| IDCC Interdigital Inc. | 0.05% | 850 | $241K | No change |
| CAPL Crossamerica Partners LP | 0.05% | 9,996 | $224K | Reduce -38.7% |
| AMD Advanced Micro Devices | 0.05% | 371 | $216K | Add +6.0% |
| QCOM Qualcomm Inc. | 0.05% | 1,154 | $213K | Reduce -0.2% |
| SPHY SS SPDR P High Yield ETF | 0.05% | 8,938 | $210K | Add +1.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 2,698 | $205K | No change |
| STX Seagate Technology Holdings | 0.05% | 211 | $204K | No change |
| RTX RTX Corp. | 0.05% | 1,072 | $203K | Add +1.1% |
| MAR Marriott International Class A | 0.04% | 532 | $197K | Add +0.6% |
| FTGC First Trust Global Tactical | 0.04% | 7,059 | $191K | No change |
| GLD SPDR Gold Shares | 0.04% | 493 | $182K | No change |
| JNJ Johnson & Johnson | 0.04% | 713 | $181K | Add +5.5% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.04% | 1,151 | $177K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 6,551 | $164K | Add +6.0% |
| FITB Fifth Third Bancorp | 0.04% | 2,835 | $160K | Add +0.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.03% | 1,820 | $152K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.03% | 1,298 | $152K | Reduce -11.7% |
| VGIT Vanguard Intermediate-Term T | 0.03% | 2,565 | $151K | No change |
| AMZN Amazon.com Inc. | 0.03% | 587 | $140K | Reduce -17.8% |
| XOM Exxonmobil Holdings Corp. | 0.03% | 1,012 | $138K | Reduce -12.2% |
| UNP Union Pacific Corp. | 0.03% | 508 | $138K | No change |
| DGRO iShares Core Dividend Growth | 0.03% | 1,790 | $136K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.03% | 2,486 | $132K | No change |
| WMT Walmart Inc. | 0.03% | 1,074 | $122K | Reduce -19.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 1,222 | $118K | Reduce -32.0% |
| IYW iShares Ustechnology ETF | 0.03% | 452 | $114K | No change |
| SCHM Schwab US Mid Cap ETF | 0.02% | 2,880 | $106K | No change |
| JPM JPMorgan Chase & Co. | 0.02% | 321 | $105K | Add +8.4% |
| MU Micron Technology Inc. | 0.02% | 86 | $99K | Add +6.2% |
| PAYX Paychex Inc. | 0.02% | 990 | $97K | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 1,244 | $96K | Reduce -58.3% |
| CSCO Cisco Systems Inc. | 0.02% | 805 | $95K | Add +9.7% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 636 | $94K | No change |
| NEE Nextera Energy Inc. | 0.02% | 1,056 | $93K | Add +2.0% |
| AWK American Water Works Co. Inc. | 0.02% | 700 | $92K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $89K | No change |
| LLY Eli Lilly & Co. | 0.02% | 73 | $88K | Add +7.3% |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 367 | $87K | Reduce -2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 303 | $85K | Add +3.8% |
| DISV Dimensional International SM | 0.02% | 2,052 | $82K | Add +15.6% |
| MMM 3M Co. | 0.02% | 500 | $81K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.02% | 150 | $78K | No change |
| XYZ Block Inc. | 0.02% | 1,007 | $77K | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 858 | $74K | No change |
| AMP Ameriprise Financial Inc. | 0.02% | 160 | $73K | Add +0.6% |
| NOC Northrop Grumman Corp. | 0.02% | 142 | $72K | Reduce -58.8% |
| HD Home Depot Inc. | 0.02% | 197 | $69K | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 315 | $69K | Reduce -16.0% |
| TSLA Tesla Inc. | 0.01% | 157 | $66K | Add +15.4% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 173 | $65K | Add +1.2% |
| IUSV iShares Core S&P U.S. Value | 0.01% | 578 | $64K | No change |
| GS Goldman Sachs Group Inc. | 0.01% | 57 | $58K | Add +5.6% |
| TFC Truist Financial Corp. | 0.01% | 1,104 | $55K | Add +158.6% |
| XLV SS Health Care Select Sector | 0.01% | 342 | $54K | Add +0.3% |
| GEV GE Vernova Inc. | 0.01% | 45 | $53K | Add +7.1% |
| GILD Gilead Sciences Inc. | 0.01% | 414 | $52K | Add +6.4% |
| SCHD Schwab US DVD Equity ETF | 0.01% | 1,635 | $52K | No change |
| PPL PPL Corp. | 0.01% | 1,381 | $50K | Add +427.1% |
| SPCX Space Exploration Techn Class A | 0.01% | 287 | $49K | New |
| PSX Phillips 66 | 0.01% | 289 | $49K | Add +2.5% |
| SOXX iShares Semiconductor ETF | 0.01% | 75 | $48K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.01% | 1,172 | $48K | Add +71.3% |
| IMCB iShares Morningstar Mid-Cap | 0.01% | 489 | $47K | Add +0.2% |
| TLN Talen Energy Corp. | 0.01% | 120 | $46K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 764 | $44K | No change |
| CECO Ceco Environmental Corp. | 0.01% | 481 | $44K | No change |
| EMR Emerson Electric Co. | 0.01% | 300 | $43K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 76 | $43K | Reduce -20.0% |
| WPM Wheaton Precious Metals Corp. | 0.01% | 358 | $40K | No change |
| ABBV Abbvie Inc. | 0.01% | 156 | $39K | Add +36.8% |
| VGT Vanguard Info Tech ETF | 0.01% | 320 | $38K | No change |
| OLED Universal Display Corp. | 0.01% | 434 | $38K | No change |
| COST Costco Wholesale Corp. | 0.01% | 39 | $36K | Reduce -25.0% |
| HYD Vaneck High Yield Muni ETF | 0.01% | 680 | $35K | New |
| WWD Woodward Inc. | 0.01% | 80 | $34K | No change |
| OMC Omnicom Group | 0.01% | 459 | $33K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 891 | $32K | No change |
| GDX Vaneck Gold Miners ETF | 0.01% | 424 | $32K | No change |
| SO The Southern Co. | 0.01% | 314 | $30K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 250 | $29K | Add +11.1% |
| KO The Coca-Cola Co. | 0.01% | 357 | $29K | Add +320.0% |
| TPR Tapestry Inc. | 0.01% | 184 | $27K | Add +0.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.01% | 268 | $26K | No change |
| PG The Procter & Gamble Co. | 0.01% | 178 | $26K | Add +8.5% |
| DE Deere & Co. | 0.01% | 41 | $26K | Add +10.8% |
| PFE Pfizer Inc. | 0.01% | 1,079 | $26K | Reduce -6.7% |
| KEY Keycorp | 0.01% | 1,116 | $26K | No change |
| CMI Cummins Inc. | 0.01% | 34 | $25K | No change |
| VPU Vanguard Utilities ETF | 0.01% | 125 | $24K | Add +0.8% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.01% | 150 | $24K | No change |
| MS Morgan Stanley | 0.01% | 111 | $23K | Add +13.3% |
| CVX Chevron Corp. | 0.00% | 131 | $22K | Add +11.0% |
| UGI Ugi Corp. | 0.00% | 627 | $22K | No change |
| DELL Dell Technologies -C | 0.00% | 50 | $22K | No change |
| USB US Bancorp | 0.00% | 344 | $21K | Add +0.9% |
| GDXJ Vaneck Junior Gold Miners | 0.00% | 202 | $20K | No change |
| AMAT Applied Materials Inc. | 0.00% | 27 | $20K | Add +125.0% |
| UNH Unitedhealth Group Inc. | 0.00% | 46 | $19K | Add +15.0% |
| MRK Merck & Co. Inc. | 0.00% | 148 | $19K | Add +24.4% |
| STT State Street Corp. | 0.00% | 112 | $19K | Add +4.7% |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 194 | $19K | No change |
| COP Conocophillips | 0.00% | 178 | $19K | No change |
| AZN Astrazeneca PLC | 0.00% | 97 | $18K | No change |
| C Citigroup Inc. | 0.00% | 126 | $18K | New |
| VKTX Viking Therapeutics Inc. | 0.00% | 450 | $18K | No change |
| SBUX Starbucks Corp. | 0.00% | 171 | $17K | Add +3.6% |
| WTV Wisdomtree U.S. Value Fund | 0.00% | 164 | $17K | No change |
| UPS United Parcel Service Class B | 0.00% | 151 | $16K | Add +4.9% |
| IWN iShares Russell 2000 Value E | 0.00% | 70 | $15K | No change |
| OCEAN POWER TECHNOLOGIES INC | 0.00% | 58,285 | $15K | No change |
| XLI SS Industrial Select Sector | 0.00% | 82 | $15K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 150 | $15K | New |
| IBB iShares Biotechnology ETF | 0.00% | 79 | $15K | No change |
| USXF iShares ESG Advance MSCI USA | 0.00% | 216 | $15K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 181 | $15K | No change |
| NRG NRG Energy Inc. | 0.00% | 100 | $15K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 150 | $14K | No change |
| BA The Boeing Co. | 0.00% | 66 | $14K | Add +10.0% |
| FDVV Fidelity High Dividend ETF | 0.00% | 236 | $14K | No change |
| PM Philip Morris International | 0.00% | 79 | $14K | Add +17.9% |
| RGLD Royal Gold Inc. | 0.00% | 70 | $14K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 38 | $14K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.00% | 45 | $13K | No change |
| BMY Bristol-Myers Squibb Co. | 0.00% | 224 | $13K | Add +12.0% |
| SCHV Schwab US Large-Cap Value | 0.00% | 354 | $12K | No change |
| XLK SS Technology Select Sector | 0.00% | 64 | $12K | No change |
| COR Cencora Inc. | 0.00% | 40 | $11K | No change |
| IVW iShares S&P 500 Growth ETF | 0.00% | 82 | $11K | No change |
| GOOG Alphabet Inc. Class C | 0.00% | 31 | $11K | Reduce -84.5% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.00% | 106 | $11K | No change |
| V Visa Inc. Class A | 0.00% | 31 | $11K | Add +72.2% |
| WFC Wells Fargo & Co. | 0.00% | 126 | $10K | Add +26.0% |
| GD General Dynamics Corp. | 0.00% | 29 | $10K | Add +7.4% |
| IBKR Interactive Brokers Gro Class A | 0.00% | 116 | $10K | No change |
| NFLX Netflix Inc. | 0.00% | 137 | $10K | Reduce -45.2% |
| SOLV Solventum Corp. | 0.00% | 125 | $10K | No change |
| ABT Abbott Laboratories | 0.00% | 103 | $9K | No change |
| PRU Prudential Financial Inc. | 0.00% | 85 | $9K | Reduce -24.8% |
| J Jacobs Solutions Inc. | 0.00% | 72 | $9K | No change |
| UBER Uber Technologies Inc. | 0.00% | 124 | $9K | Add +24.0% |
| GH Guardant Health Inc. | 0.00% | 58 | $9K | No change |
| LRCX Lam Research Corp. | 0.00% | 20 | $9K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 135 | $8K | No change |
| SIL Global X Silver Miners ETF | 0.00% | 107 | $8K | No change |
| XLF SS Financial Select Sector | 0.00% | 154 | $8K | No change |
| VCR Vanguard Consumer Discre ETF | 0.00% | 20 | $8K | No change |
| TSCO Tractor Supply Company | 0.00% | 251 | $8K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.00% | 163 | $8K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 76 | $8K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 22 | $8K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 25 | $7K | New |
| SAP Sap SE-Sponsored ADR | 0.00% | 48 | $7K | No change |
| MA Mastercard Inc. Class A | 0.00% | 14 | $7K | Add +75.0% |
| BROS Dutch Bros Inc. Class A | 0.00% | 100 | $7K | No change |
| ISRG Intuitive Surgical Inc. | 0.00% | 18 | $7K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 200 | $7K | No change |
| CI The Cigna Group | 0.00% | 23 | $6K | Add +15.0% |
| SNOW Snowflake Inc. | 0.00% | 25 | $6K | No change |
| KLAC KLA Corp. | 0.00% | 20 | $6K | New |
| FRPT Freshpet Inc. | 0.00% | 100 | $6K | No change |
| UBSI United Bankshares Inc. | 0.00% | 124 | $6K | No change |
| FPEI First Trust Institutional PR | 0.00% | 285 | $5K | No change |
| ICLR Icon PLC filed as ICON PUB LTD CO | 0.00% | 30 | $5K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.00% | 60 | $5K | No change |
| ADX Adams Diversified Equity | 0.00% | 194 | $5K | No change |
| HUM Humana Inc. | 0.00% | 12 | $5K | Add +20.0% |
| HSY The Hershey Co. | 0.00% | 27 | $5K | No change |
| IWD iShares Russell 1000 Value E | 0.00% | 19 | $5K | Reduce -85.0% |
| TXN Texas Instruments Inc. | 0.00% | 15 | $4K | New |
| MNST Monster Beverage Corp. | 0.00% | 46 | $4K | Add +17.9% |
| MO Altria Group Inc. | 0.00% | 60 | $4K | No change |
| T AT&T Inc. | 0.00% | 207 | $4K | Reduce -21.6% |
| AIQ Global X Art Intel & Tech | 0.00% | 65 | $4K | No change |
| TOST Toast Inc. Class A | 0.00% | 150 | $4K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 51 | $4K | Reduce -75.9% |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 8 | $4K | Add +300.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.00% | 2 | $4K | New |
| PEP Pepsico Inc. | 0.00% | 29 | $4K | Add +262.5% |
| CAVA Cava Group Inc. | 0.00% | 50 | $4K | No change |
| APH Amphenol Corp. Class A | 0.00% | 22 | $4K | New |
| VLUE iShares MSCI USA Value Facto | 0.00% | 19 | $4K | No change |
| ADI Analog Devices Inc. | 0.00% | 9 | $4K | New |
| PHYS Sprott Physical Gold Trust | 0.00% | 116 | $4K | No change |
| VIOV Vanguard S&P Small-Cap 600 V | 0.00% | 28 | $3K | No change |
| INTC Intel Corp. | 0.00% | 23 | $3K | New |
| IIPR Innovative Industrial Proper | 0.00% | 49 | $3K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 10 | $3K | Add +66.7% |
| LIN Linde PLC | 0.00% | 5 | $3K | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 113 | $3K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 5 | $3K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 16 | $2K | Add +23.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 16 | $2K | New |
| SPOT Spotify Technology SA | 0.00% | 5 | $2K | Reduce -80.0% |
| CL Colgate-Palmolive Co. | 0.00% | 25 | $2K | Add +78.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 3 | $2K | New |
| SNDK Sandisk Corp. | 0.00% | 1 | $2K | New |
| AME Ametek Inc. | 0.00% | 9 | $2K | No change |
| PWR Quanta Services Inc. | 0.00% | 3 | $2K | New |
| OSK Oshkosh Corp. | 0.00% | 14 | $2K | No change |
| ETN Eaton Corp. PLC | 0.00% | 5 | $2K | New |
| SNY Sanofi-ADR | 0.00% | 49 | $2K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 16 | $2K | No change |
| AMT American Tower Corp. | 0.00% | 11 | $2K | No change |
| LOW Lowe's Cos Inc. | 0.00% | 8 | $2K | Add +100.0% |
| JCI Johnson Controls Internation | 0.00% | 12 | $2K | New |
| WMB Williams Cos Inc. | 0.00% | 23 | $2K | New |
| AXP American Express Co. | 0.00% | 5 | $2K | New |
| TMUS T-Mobile US Inc. | 0.00% | 10 | $2K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 62 | $2K | Add +5.1% |
| NEM Newmont Corp. | 0.00% | 17 | $2K | New |
| PEG Public Service Enterprise GP | 0.00% | 19 | $2K | No change |
| FTNT Fortinet Inc. | 0.00% | 10 | $2K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 4 | $2K | New |
| MRSH Marsh & McLennan Cos | 0.00% | 9 | $2K | New |
| PLD Prologis Inc. | 0.00% | 11 | $1K | New |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 400 | $1K | No change |
| GM General Motors Co. | 0.00% | 19 | $1K | New |
| ITA iShares U.S. Aerospace & Def | 0.00% | 6 | $1K | No change |
| BNY Bank of New York Mellon Corp. | 0.00% | 10 | $1K | New |
| ORLY O'reilly Automotive Inc. | 0.00% | 15 | $1K | New |
| AEP American Electric Power | 0.00% | 10 | $1K | New |
| ADP Automatic Data Processing | 0.00% | 6 | $1K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 4 | $1K | New |
| BN Brookfield Corp. | 0.00% | 30 | $1K | No change |
| NSC Norfolk Southern Corp. | 0.00% | 4 | $1K | New |
| FDX FedEx Corp. | 0.00% | 4 | $1K | New |
| SPGI S&P Global Inc. | 0.00% | 3 | $1K | New |
| JAZZ Jazz Pharmaceuticals PLC | 0.00% | 5 | $1K | No change |
| ANET Arista Networks Inc. | 0.00% | 7 | $1K | New |
| HCA HCA Healthcare Inc. | 0.00% | 3 | $1K | New |
| KMI Kinder Morgan Inc. | 0.00% | 36 | $1K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 5 | $1K | New |
| STAG Stag Industrial Inc. | 0.00% | 30 | $1K | No change |
| WELL Welltower Inc. | 0.00% | 5 | $1K | New |
| URI United Rentals Inc. | 0.00% | 1 | $1K | New |
| HON Honeywell International Inc. | 0.00% | 5 | $1K | No change |
| HONA Honeywell Aerospace Inc. | 0.00% | 5 | $1K | No change |
| CME Cme Group Inc. | 0.00% | 5 | $1K | New |
| CTVA Corteva Inc. | 0.00% | 13 | $1K | New |
| FAST Fastenal Co. | 0.00% | 22 | $1K | New |
| DDOG Datadog Inc. Class A | 0.00% | 4 | $1K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 23 | $1K | New |
| SHW The Sherwin-Williams Co. | 0.00% | 3 | $1K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 74 | $1K | New |
| ADBE Adobe Inc. | 0.00% | 5 | $1K | Add +66.7% |
| SCHW Schwab (charles) Corp. | 0.00% | 11 | $1K | New |
| CEG Constellation Energy | 0.00% | 4 | $993 | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 2 | $993 | New |
| O Realty Income Corp. | 0.00% | 16 | $991 | New |
| PH Parker Hannifin Corp. | 0.00% | 1 | $978 | New |
| BLK BlackRock Inc. | 0.00% | 1 | $962 | New |
| OKE Oneok Inc. | 0.00% | 11 | $956 | New |
| ALL Allstate Corp. | 0.00% | 4 | $952 | New |
| MDT Medtronic PLC | 0.00% | 12 | $939 | No change |
| MCO Moody's Corp. | 0.00% | 2 | $906 | New |
| EW Edwards Lifesciences Corp. | 0.00% | 10 | $905 | New |
| IHE iShares US Pharmaceuticals E | 0.00% | 9 | $891 | No change |
| NUE Nucor Corp. | 0.00% | 4 | $891 | New |
| ORCL Oracle Corp. | 0.00% | 6 | $879 | New |
| DHI D.R. Horton Inc. | 0.00% | 5 | $814 | New |
| CRM Salesforce Inc. | 0.00% | 5 | $783 | Reduce -88.6% |
| BDX Becton Dickinson and Co. | 0.00% | 5 | $757 | New |
| WAT Waters Corp. | 0.00% | 2 | $750 | New |
| PCAR Paccar Inc. | 0.00% | 6 | $721 | New |
| CAH Cardinal Health Inc. | 0.00% | 3 | $713 | New |
| ETR Entergy Corp. | 0.00% | 6 | $689 | New |
| ADM Archer-Daniels-Midland Co. | 0.00% | 9 | $688 | New |
| CB Chubb Ltd. | 0.00% | 2 | $681 | New |
| EBAY eBay Inc. | 0.00% | 6 | $671 | New |
| CSX CSX Corp. | 0.00% | 14 | $665 | New |
| A Agilent Technologies Inc. | 0.00% | 5 | $664 | New |
| HIG Hartford Insurance Group Inc. | 0.00% | 5 | $663 | New |
| ON On Semiconductor | 0.00% | 7 | $662 | New |
| TRV The Travelers Cos Inc. | 0.00% | 2 | $660 | New |
| CVNA Carvana Co. | 0.00% | 10 | $658 | New |
| TGT Target Corp. | 0.00% | 5 | $653 | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 14 | $651 | New |
| ODFL Old Dominion Freight Line | 0.00% | 3 | $650 | New |
| SDVY First Trust Smid Cap Rising | 0.00% | 15 | $647 | No change |
| YUM Yum! Brands Inc. | 0.00% | 4 | $639 | New |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 2 | $635 | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 5 | $632 | New |
| ACWI iShares MSCI Acwi ETF | 0.00% | 4 | $628 | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 1 | $624 | New |
| COF Capital One Financial Corp. | 0.00% | 3 | $602 | New |
| VMC Vulcan Materials Co. | 0.00% | 2 | $590 | New |
| EQT Eqt Corp. | 0.00% | 11 | $585 | New |
| SYY Sysco Corp. | 0.00% | 7 | $585 | New |
| ACGL Arch Capital Group Ltd. | 0.00% | 6 | $582 | New |
| IQV Iqvia Holdings Inc. | 0.00% | 3 | $580 | New |
| MLM Martin Marietta Materials | 0.00% | 1 | $577 | New |
| IR Ingersoll-Rand Inc. | 0.00% | 7 | $574 | New |
| AEE Ameren Corporation | 0.00% | 5 | $565 | New |
| AXON Axon Enterprise Inc. | 0.00% | 1 | $561 | New |
| BKR Baker Hughes Co. | 0.00% | 10 | $555 | New |
| CINF Cincinnati Financial Corp. | 0.00% | 3 | $555 | New |
| PHM Pultegroup Inc. | 0.00% | 4 | $549 | New |
| WAB Wabtec Corp. | 0.00% | 2 | $539 | New |
| TRGP Targa Resources Corp. | 0.00% | 2 | $536 | New |
| VTR Ventas Inc. | 0.00% | 6 | $533 | New |
| SYF Synchrony Financial | 0.00% | 7 | $532 | New |
| FANG Diamondback Energy Inc. | 0.00% | 3 | $527 | New |
| HUBB Hubbell Inc. | 0.00% | 1 | $523 | New |
| INTU Intuit Inc. | 0.00% | 2 | $522 | New |
| VLO Valero Energy Corp. | 0.00% | 2 | $521 | New |
| EOG EOG Resources Inc. | 0.00% | 4 | $519 | New |
| ATO Atmos Energy Corp. | 0.00% | 3 | $517 | New |
| APP AppLovin Corp. Class A | 0.00% | 1 | $515 | New |
| EXPE Expedia Group Inc. | 0.00% | 2 | $512 | New |
| ES Eversource Energy | 0.00% | 7 | $506 | New |
| VRSN Verisign Inc. | 0.00% | 2 | $503 | New |
| TTWO Take-Two Interactive Softwre | 0.00% | 2 | $500 | New |
| DVN Devon Energy Corp. | 0.00% | 12 | $496 | New |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 5 | $492 | No change |
| PNC PNC Financial Services Group | 0.00% | 2 | $492 | New |
| Q Qnity Electronics Inc. | 0.00% | 3 | $490 | New |
| CCL Carnival Corp. Ltd. | 0.00% | 17 | $486 | New |
| CBOE Cboe Global Markets Inc. | 0.00% | 2 | $485 | New |
| XEL Xcel Energy Inc. | 0.00% | 6 | $482 | New |
| HAL Halliburton Co. | 0.00% | 14 | $475 | New |
| GRMN Garmin Ltd. | 0.00% | 2 | $475 | New |
| WEC WEC Energy Group Inc. | 0.00% | 4 | $467 | New |
| OPEN Opendoor Technologies Inc. | 0.00% | 100 | $462 | No change |
| DG Dollar General Corp. | 0.00% | 4 | $460 | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 4 | $455 | New |
| SNPS Synopsys Inc. | 0.00% | 1 | $446 | New |
| BIIB Biogen Inc. | 0.00% | 2 | $432 | New |
| STE Steris PLC | 0.00% | 2 | $421 | New |
| EXC Exelon Corp. | 0.00% | 9 | $420 | New |
| CMCSA Comcast Corp. Class A | 0.00% | 17 | $417 | New |
| D Dominion Energy Inc. | 0.00% | 6 | $410 | Reduce -84.6% |
| EA Electronic Arts Inc. | 0.00% | 2 | $410 | New |
| CBRE CBRE Group Inc. Class A | 0.00% | 3 | $404 | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 2 | $395 | No change |
| IWO iShares Russell 2000 Growth | 0.00% | 1 | $394 | No change |
| NDAQ Nasdaq Inc. | 0.00% | 5 | $394 | New |
| KR Kroger Co. | 0.00% | 7 | $389 | New |
| AVB Avalonbay Communities Inc. | 0.00% | 2 | $377 | New |
| BND Vanguard Total Bond Market | 0.00% | 5 | $367 | No change |
| ROP Roper Technologies Inc. | 0.00% | 1 | $338 | New |
| NMAX Newsmax Inc. | 0.00% | 40 | $331 | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 12 | $328 | New |
| FDXF FedEx Freight Holding Co. | 0.00% | 2 | $302 | New |
| SVM Silvercorp Metals Inc. | 0.00% | 28 | $283 | Add +115.4% |
| VTRS Viatris Inc. | 0.00% | 12 | $191 | Reduce -50.0% |
| SOLS Solstice Adv Materials Inc. | 0.00% | 2 | $177 | No change |
| EGHT 8X8 Inc. | 0.00% | 100 | $171 | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 4 | $83 | No change |
| CNF Cnfinance Holdings Ltd. | 0.00% | 25 | $69 | No change |
| HITI High Tide Inc. | 0.00% | 20 | $46 | No change |
| UNIT Uniti Group Inc. | 0.00% | 4 | $46 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 2 | $27 | No change |