| IWB iShares Russell 1000 ETF | 13.04% | 152,880 | $62.6M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 9.56% | 61,286 | $45.9M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 5.41% | 250,152 | $26.0M | Add +0.2% |
| IEI iShares 3-7 Year Treasury Bo | 4.24% | 173,124 | $20.3M | Add +2.2% |
| IWD iShares Russell 1000 Value E | 4.05% | 80,154 | $19.4M | Add +1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.89% | 231,680 | $18.7M | Add +1.3% |
| RDVY First Trust Rising Dividend | 3.78% | 223,682 | $18.1M | Add +0.9% |
| EEM iShares MSCI Emerging Market | 3.32% | 232,637 | $15.9M | Add +0.1% |
| USFR Wisdomtree Floating Rate Tre | 3.26% | 311,012 | $15.7M | Add +5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.12% | 20,044 | $15.0M | Reduce -2.7% |
| MOAT Vaneck Morningstar Wide Moat | 2.72% | 125,479 | $13.0M | Add +0.7% |
| IWF iShares Russell 1000 Growth | 2.67% | 103,237 | $12.8M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.48% | 39,347 | $11.9M | Add +0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.43% | 147,734 | $11.7M | Add +1.9% |
| VCIT Vanguard Int-Term Corporate | 2.36% | 137,118 | $11.3M | Add +2.4% |
| AAPL Apple Inc. | 1.93% | 32,083 | $9.3M | Reduce -10.4% |
| GLDM SPDR Gold Minishares Trust | 1.90% | 114,725 | $9.1M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.46% | 85,389 | $7.0M | Add +2.6% |
| VONE Vanguard Russell 1000 | 1.35% | 19,114 | $6.5M | Add +3.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.33% | 110,389 | $6.4M | Add +1.4% |
| ANGL Vaneck Fallen Angel High YLD | 1.27% | 207,774 | $6.1M | Add +2.2% |
| DFAS Dimensional US Small Cap ETF | 1.23% | 71,522 | $5.9M | Add +1.2% |
| USIG iShares Broad Usd Investment | 1.19% | 111,352 | $5.7M | Add +0.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.08% | 56,383 | $5.2M | Reduce -3.6% |
| VEA Vanguard Ftse Developed ETF | 1.07% | 71,983 | $5.1M | Add +1.2% |
| TOTL SS Doubleline TR Tact ETF | 0.94% | 114,819 | $4.5M | Add +3.2% |
| FLOT iShares Floating Rate Bond E | 0.80% | 74,740 | $3.8M | Reduce -5.2% |
| SPTS SS SPDR P St Term TSY ETF | 0.76% | 125,393 | $3.6M | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.76% | 7,252 | $3.6M | Reduce -0.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.68% | 114,614 | $3.3M | Add +6.9% |
| IEMG iShares Core MSCI Emerging | 0.57% | 32,808 | $2.7M | Add +2.1% |
| FALN iShares Fallen Angels ETF | 0.49% | 86,617 | $2.4M | Add +1.1% |
| MSFT Microsoft Corp. | 0.47% | 6,033 | $2.3M | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 5,801 | $2.1M | Add +3.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.42% | 41,848 | $2.0M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.37% | 5,027 | $1.8M | Reduce -7.3% |
| NVDA Nvidia Corp. | 0.37% | 8,844 | $1.8M | Reduce -1.6% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.35% | 23,155 | $1.7M | Reduce -0.7% |
| ESGV Vanguard ESG US Stock ETF | 0.34% | 12,437 | $1.6M | Add +1.2% |
| XVV iShares ESG Select Screened | 0.34% | 28,651 | $1.6M | Reduce -0.5% |
| IAGG iShares Intl Aggregate Bond | 0.34% | 32,103 | $1.6M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 0.32% | 4,332 | $1.5M | Reduce -7.5% |
| EMB iShares JP Morgan Usd Emergi | 0.32% | 16,000 | $1.5M | Add +2.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.28% | 33,506 | $1.3M | Add +3.1% |
| CPTL GBL X MRST CP Alc LDR ETF-Ui | 0.28% | 28,589 | $1.3M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.25% | 3,652 | $1.2M | Reduce -1.6% |
| NUSC Nuveen ESG Small-Cap ETF | 0.25% | 22,903 | $1.2M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.24% | 4,473 | $1.1M | Reduce -1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 5,458 | $1.1M | Reduce -0.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.22% | 11,782 | $1.1M | Add +0.6% |
| RTX RTX Corp. | 0.20% | 5,009 | $950K | Reduce -0.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.20% | 17,366 | $950K | Reduce -2.4% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.19% | 22,676 | $907K | Add +0.7% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.18% | 34,740 | $857K | Add +26.2% |
| MBB iShares MBS ETF | 0.17% | 8,379 | $792K | Reduce -2.4% |
| VLUE iShares MSCI USA Value Facto | 0.15% | 3,584 | $716K | Reduce -7.9% |
| WMT Walmart Inc. | 0.15% | 6,232 | $706K | Reduce -1.2% |
| IXN iShares Global Tech ETF | 0.14% | 4,800 | $694K | No change |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.14% | 13,919 | $654K | Add +7.1% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.14% | 4,206 | $650K | Add +1.0% |
| XLV SS Health Care Select Sector | 0.13% | 3,982 | $632K | Add +1.6% |
| ICLN iShares Global Clean Energy | 0.13% | 30,470 | $624K | Reduce -4.4% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.13% | 10,533 | $600K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.12% | 4,302 | $588K | Add +3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 1,135 | $568K | Reduce -8.5% |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 3,460 | $566K | No change |
| INTC Intel Corp. | 0.11% | 3,937 | $550K | Reduce -0.8% |
| BAC Bank of America Corp. | 0.11% | 9,472 | $540K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.11% | 1,392 | $526K | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.11% | 4,467 | $525K | Reduce -2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 6,046 | $521K | Add +12.5% |
| CAT Caterpillar Inc. | 0.11% | 486 | $518K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 1,497 | $515K | No change |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,736 | $514K | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 2,374 | $505K | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.10% | 705 | $496K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 673 | $496K | No change |
| HD Home Depot Inc. | 0.10% | 1,377 | $485K | Reduce -6.3% |
| TSLA Tesla Inc. | 0.10% | 1,108 | $466K | Reduce -5.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.09% | 19,338 | $448K | Add +0.1% |
| BA The Boeing Co. | 0.09% | 2,032 | $440K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.09% | 1,916 | $420K | No change |
| AMZN Amazon.com Inc. | 0.09% | 1,723 | $411K | Reduce -3.1% |
| MRVL Marvell Technology Inc. | 0.08% | 1,349 | $402K | No change |
| VZ Verizon Communications Inc. | 0.08% | 8,967 | $380K | Add +5.3% |
| NET Cloudflare Inc. Class A | 0.08% | 1,527 | $375K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,300 | $366K | Reduce -0.4% |
| CSX CSX Corp. | 0.07% | 7,290 | $346K | Reduce -0.1% |
| PHO Invesco Water Resources ETF | 0.07% | 4,639 | $320K | Add +4.9% |
| NOBL Proshares S&P 500 Dividend A | 0.06% | 5,551 | $312K | Add +0.2% |
| CARR Carrier Global Corp. | 0.06% | 4,148 | $304K | Reduce -1.2% |
| NOC Northrop Grumman Corp. | 0.06% | 596 | $304K | No change |
| GD General Dynamics Corp. | 0.06% | 856 | $303K | No change |
| SCHB Schwab US Broad Market ETF | 0.06% | 10,428 | $302K | No change |
| AMD Advanced Micro Devices | 0.06% | 511 | $297K | Reduce -1.9% |
| W Wayfair Inc. Class A | 0.06% | 3,123 | $289K | No change |
| RPRX Royalty Pharma PLC Class A | 0.06% | 5,147 | $289K | No change |
| ABBV Abbvie Inc. | 0.06% | 1,144 | $288K | Reduce -0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.06% | 530 | $277K | Add +11.3% |
| PLD Prologis Inc. | 0.06% | 2,025 | $274K | Reduce -0.6% |
| T AT&T Inc. | 0.06% | 13,068 | $271K | Add +2.1% |
| VOO Vanguard S&P 500 ETF | 0.06% | 387 | $266K | Add +4.6% |
| AMGN Amgen Inc. | 0.06% | 732 | $265K | Reduce -0.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.05% | 10,424 | $260K | Add +3.6% |
| IWV iShares Russell 3000 ETF | 0.05% | 596 | $254K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 1,063 | $252K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.05% | 827 | $251K | Add +4.8% |
| ITOT iShares Core S&P Total U.S. | 0.05% | 1,525 | $251K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 2,565 | $248K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.05% | 1,673 | $245K | Reduce -2.8% |
| GLW Corning Inc. | 0.05% | 936 | $239K | Reduce -2.4% |
| XLK SS Technology Select Sector | 0.05% | 1,215 | $231K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,037 | $226K | Add +0.3% |
| PWR Quanta Services Inc. | 0.05% | 307 | $221K | No change |
| VTIP Vanguard Short-Term Tips | 0.05% | 4,400 | $221K | Add +0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.05% | 4,308 | $217K | Add +0.5% |
| INDB Independent Bank Corp. | 0.04% | 2,567 | $215K | No change |
| GLD SPDR Gold Shares | 0.04% | 576 | $212K | No change |
| PEG Public Service Enterprise GP | 0.04% | 2,581 | $209K | Reduce -0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 434 | $207K | No change |
| NYT New York Times Co. Class A | 0.04% | 2,928 | $205K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 363 | $204K | Reduce -3.2% |
| SBUX Starbucks Corp. | 0.04% | 2,000 | $204K | Reduce -0.4% |
| DE Deere & Co. | 0.04% | 314 | $199K | Reduce -0.9% |
| MAR Marriott International Class A | 0.04% | 523 | $194K | Reduce -0.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 2,483 | $189K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 2,104 | $185K | Add +5.3% |
| NEN New England Realty Assoc-LP | 0.04% | 3,122 | $183K | No change |
| COP Conocophillips | 0.04% | 1,746 | $182K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 1,187 | $181K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 492 | $180K | No change |
| ORCL Oracle Corp. | 0.04% | 1,199 | $176K | Reduce -13.3% |
| MA Mastercard Inc. Class A | 0.04% | 337 | $173K | Reduce -18.6% |
| PSX Phillips 66 | 0.03% | 972 | $164K | Add +14.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 639 | $155K | No change |
| TMUS T-Mobile US Inc. | 0.03% | 922 | $155K | No change |
| SPCX Space Exploration Techn Class A | 0.03% | 891 | $152K | New |
| VONG Vanguard Russell 1000 Growth | 0.03% | 1,185 | $151K | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 933 | $147K | Add +27.3% |
| OTIS Otis Worldwide Corp. | 0.03% | 2,054 | $147K | Reduce -1.3% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 1,213 | $142K | Add +6.0% |
| AXON Axon Enterprise Inc. | 0.03% | 250 | $140K | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 5,622 | $138K | Reduce -0.2% |
| EBAY eBay Inc. | 0.03% | 1,200 | $134K | Reduce -0.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.03% | 1,098 | $131K | Add +0.1% |
| GSLC Goldman Activebeta US LC ETF | 0.03% | 915 | $130K | Add +0.2% |
| QCOM Qualcomm Inc. | 0.03% | 693 | $128K | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 1,654 | $128K | Add +0.7% |
| CWI State Street SPDR MSCI Acwi | 0.03% | 3,079 | $125K | No change |
| IVE iShares S&P 500 Value ETF | 0.03% | 550 | $125K | No change |
| SPEM State Street SP PTF Em ETF | 0.03% | 2,373 | $123K | Add +0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 3,571 | $119K | Add +52.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.02% | 1,726 | $117K | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.02% | 3,424 | $116K | Add +35.8% |
| ADI Analog Devices Inc. | 0.02% | 283 | $112K | Reduce -4.1% |
| WM Waste Management Inc. | 0.02% | 502 | $112K | Reduce -0.8% |
| NSC Norfolk Southern Corp. | 0.02% | 345 | $109K | No change |
| OBDC Blue Owl Capital Corp. | 0.02% | 9,873 | $107K | No change |
| PFE Pfizer Inc. | 0.02% | 4,452 | $107K | Add +12.5% |
| MUB iShares National Muni Bond E | 0.02% | 988 | $106K | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 308 | $106K | Reduce -1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 1,065 | $103K | Reduce -0.8% |
| HPE Hewlett Packard Enterprise | 0.02% | 2,239 | $101K | Reduce -50.1% |
| COHR Coherent Corp. | 0.02% | 256 | $101K | New |
| LLY Eli Lilly & Co. | 0.02% | 82 | $98K | Reduce -6.8% |
| IGM iShares Expanded Tech Sector | 0.02% | 600 | $98K | No change |
| DELL Dell Technologies -C | 0.02% | 224 | $97K | Reduce -1.3% |
| CVX Chevron Corp. | 0.02% | 574 | $95K | Add +21.4% |
| MLI Mueller Industries Inc. | 0.02% | 756 | $93K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 307 | $92K | No change |
| VLO Valero Energy Corp. | 0.02% | 345 | $90K | Reduce -2.0% |
| BP BP PLC-Spons ADR | 0.02% | 2,349 | $87K | Add +13.2% |
| KBE SS SPDR S&P Bank ETF | 0.02% | 1,252 | $85K | No change |
| V Visa Inc. Class A | 0.02% | 248 | $85K | Reduce -20.3% |
| PSK SS SPDR Ice Pref Sec ETF | 0.02% | 2,780 | $85K | No change |
| HUM Humana Inc. | 0.02% | 212 | $84K | No change |
| XLI SS Industrial Select Sector | 0.02% | 443 | $82K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.02% | 908 | $81K | No change |
| MRK Merck & Co. Inc. | 0.02% | 625 | $80K | Reduce -3.1% |
| WMB Williams Cos Inc. | 0.02% | 1,050 | $78K | Reduce -0.4% |
| GM General Motors Co. | 0.02% | 1,002 | $77K | Add +0.1% |
| LRCX Lam Research Corp. | 0.02% | 175 | $76K | Reduce -5.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 831 | $73K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 493 | $73K | Add +0.6% |
| Q Qnity Electronics Inc. | 0.01% | 439 | $72K | No change |
| MS Morgan Stanley | 0.01% | 338 | $71K | Reduce -2.0% |
| FSLR First Solar Inc. | 0.01% | 298 | $70K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 138 | $70K | No change |
| HPQ HP Inc. | 0.01% | 3,181 | $70K | Reduce -0.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.01% | 2,869 | $69K | Add +1.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.01% | 2,843 | $69K | Add +1.0% |
| XLY SS Consumer Disc Select Sect | 0.01% | 586 | $69K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 501 | $68K | Add +0.2% |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 560 | $68K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 2,134 | $68K | Add +42.3% |
| EW Edwards Lifesciences Corp. | 0.01% | 721 | $65K | Reduce -0.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.01% | 650 | $64K | No change |
| COST Costco Wholesale Corp. | 0.01% | 68 | $64K | Reduce -2.9% |
| INTU Intuit Inc. | 0.01% | 242 | $63K | Reduce -0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 416 | $63K | Reduce -2.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.01% | 1,000 | $61K | No change |
| KO The Coca-Cola Co. | 0.01% | 735 | $60K | Add +0.7% |
| TBIL F/M US Treasury 3 Month Bill | 0.01% | 1,165 | $58K | Add +1.1% |
| TRV The Travelers Cos Inc. | 0.01% | 175 | $58K | No change |
| BND Vanguard Total Bond Market | 0.01% | 784 | $58K | No change |
| SMH Vaneck Semiconductor ETF | 0.01% | 87 | $57K | No change |
| IJR iShares Core S&P Small-Cap E | 0.01% | 374 | $55K | Add +21.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 3,977 | $55K | Add +0.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 180 | $55K | No change |
| HON Honeywell International Inc. | 0.01% | 238 | $53K | Reduce -0.4% |
| HONA Honeywell Aerospace Inc. | 0.01% | 238 | $53K | No change |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.01% | 2,222 | $52K | No change |
| MSI Motorola Solutions Inc. | 0.01% | 125 | $52K | Reduce -0.8% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.01% | 2,202 | $52K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 432 | $52K | No change |
| SLV iShares Silver Trust | 0.01% | 957 | $51K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 122 | $51K | Reduce -54.5% |
| HII Huntington Ingalls Industrie | 0.01% | 176 | $49K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 514 | $49K | No change |
| MDB Mongodb Inc. | 0.01% | 140 | $47K | No change |
| LIN Linde PLC | 0.01% | 90 | $47K | Reduce -4.3% |
| UBER Uber Technologies Inc. | 0.01% | 632 | $46K | Reduce -1.7% |
| CDNS Cadence Design SYS Inc. | 0.01% | 120 | $45K | Reduce -0.8% |
| MET Metlife Inc. | 0.01% | 509 | $43K | Add +43.4% |
| WBD Warner Bros Discovery Inc. | 0.01% | 1,588 | $42K | No change |
| DVY iShares Select Dividend ETF | 0.01% | 262 | $41K | No change |
| ARES Ares Management Corp. Class A | 0.01% | 366 | $41K | No change |
| AMAT Applied Materials Inc. | 0.01% | 56 | $40K | Reduce -8.2% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.01% | 790 | $40K | Add +0.8% |
| NOW ServiceNow Inc. | 0.01% | 385 | $38K | Reduce -59.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 390 | $38K | No change |
| URI United Rentals Inc. | 0.01% | 33 | $37K | No change |
| AVLV Avantis US Large Cap Value | 0.01% | 408 | $37K | Add +0.3% |
| MMM 3M Co. | 0.01% | 230 | $37K | No change |
| VOTE TCW Transform 500 ETF | 0.01% | 420 | $37K | No change |
| PM Philip Morris International | 0.01% | 204 | $37K | Add +1.0% |
| WEC WEC Energy Group Inc. | 0.01% | 315 | $37K | Reduce -13.9% |
| AFL Aflac Inc. | 0.01% | 308 | $36K | Reduce -0.3% |
| CIM Chimera Investment Corp. | 0.01% | 2,698 | $36K | No change |
| ETN Eaton Corp. PLC | 0.01% | 84 | $36K | Reduce -6.7% |
| BKNG Booking Holdings Inc. | 0.01% | 200 | $36K | Reduce -38.5% |
| MCD McDonald's Corp. | 0.01% | 129 | $35K | Reduce -25.0% |
| ABT Abbott Laboratories | 0.01% | 380 | $34K | Reduce -60.7% |
| SACH Sachem Capital Corp. | 0.01% | 36,412 | $34K | No change |
| IBHG iShares Ibonds 2027 HY Inc. | 0.01% | 1,546 | $34K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 181 | $34K | No change |
| PANW Palo Alto Networks Inc. | 0.01% | 100 | $34K | Add +4900.0% |
| ANET Arista Networks Inc. | 0.01% | 200 | $34K | Reduce -0.5% |
| PEP Pepsico Inc. | 0.01% | 250 | $34K | No change |
| NUE Nucor Corp. | 0.01% | 150 | $33K | No change |
| IBHF iShares Ibond 2026 HY & Inc. | 0.01% | 1,474 | $33K | No change |
| KMI Kinder Morgan Inc. | 0.01% | 1,020 | $33K | Reduce -1.3% |
| JCI Johnson Controls Internation | 0.01% | 210 | $31K | No change |
| SO The Southern Co. | 0.01% | 318 | $30K | Reduce -5.4% |
| KEYS Keysight Technologies Inc. | 0.01% | 84 | $29K | Reduce -10.6% |
| FSCO FS Credit Opportunities Corp. | 0.01% | 5,745 | $29K | No change |
| SHEL Shell PLC-ADR | 0.01% | 363 | $28K | Reduce -6.7% |
| MRNA Moderna Inc. | 0.01% | 400 | $28K | No change |
| SPG Simon Property Group Inc. | 0.01% | 125 | $28K | Reduce -0.8% |
| HUBS HubSpot Inc. | 0.01% | 145 | $26K | No change |
| XLC SS Comm Select Sector SPDR | 0.01% | 244 | $26K | Reduce -9.3% |
| MFA Mfa Financial Inc. | 0.01% | 2,580 | $25K | No change |
| FTNT Fortinet Inc. | 0.01% | 160 | $25K | Reduce -1.2% |
| ES Eversource Energy | 0.01% | 336 | $24K | No change |
| TSCO Tractor Supply Company | 0.01% | 765 | $24K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.01% | 12 | $24K | No change |
| LPLA LPL Financial Holdings Inc. | 0.00% | 83 | $23K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 383 | $23K | Add +0.5% |
| MPLX MPLX LP | 0.00% | 400 | $23K | New |
| EA Electronic Arts Inc. | 0.00% | 109 | $22K | Reduce -3.5% |
| BX Blackstone Inc. | 0.00% | 186 | $22K | Reduce -0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 190 | $21K | No change |
| VGK Vanguard Ftse Europe ETF | 0.00% | 235 | $21K | No change |
| FAST Fastenal Co. | 0.00% | 432 | $21K | Reduce -21.7% |
| TRGP Targa Resources Corp. | 0.00% | 73 | $19K | Add +1.4% |
| LOW Lowe's Cos Inc. | 0.00% | 88 | $19K | Reduce -52.4% |
| SMCI Super Micro Computer Inc. | 0.00% | 660 | $19K | Reduce -0.6% |
| EPD Enterprise Products Partners | 0.00% | 522 | $19K | No change |
| KKR KKR & Co. Inc. | 0.00% | 206 | $19K | No change |
| SYK Stryker Corp. | 0.00% | 60 | $19K | Reduce -1.6% |
| BF.B Brown-Forman Corp. Class B | 0.00% | 705 | $19K | Reduce -2.9% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.00% | 204 | $19K | No change |
| GE General Electric filed as GE AEROSPACE | 0.00% | 50 | $19K | No change |
| GRMN Garmin Ltd. | 0.00% | 78 | $19K | Reduce -1.3% |
| OKE Oneok Inc. | 0.00% | 207 | $18K | Reduce -6.8% |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.00% | 1,198 | $18K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 583 | $17K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 373 | $17K | Add +19.2% |
| VFH Vanguard Financials ETF | 0.00% | 130 | $17K | No change |
| ADX Adams Diversified Equity | 0.00% | 669 | $17K | New |
| PRU Prudential Financial Inc. | 0.00% | 157 | $17K | Add +1.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 274 | $17K | New |
| IAU iShares Gold Trust | 0.00% | 221 | $17K | No change |
| PH Parker Hannifin Corp. | 0.00% | 17 | $17K | Reduce -10.5% |
| VHT Vanguard Health Care ETF | 0.00% | 54 | $16K | No change |
| SGU Star Group LP | 0.00% | 1,245 | $16K | Add +1.6% |
| XLP SS Consumer Staples Sel Sect | 0.00% | 190 | $16K | No change |
| NFLX Netflix Inc. | 0.00% | 221 | $16K | Reduce -59.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 133 | $16K | No change |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.00% | 215 | $15K | No change |
| NEE Nextera Energy Inc. | 0.00% | 173 | $15K | Reduce -6.5% |
| MO Altria Group Inc. | 0.00% | 207 | $15K | Add +1.5% |
| URGN Urogen Pharma Ltd. | 0.00% | 400 | $15K | No change |
| CB Chubb Ltd. | 0.00% | 43 | $15K | Reduce -2.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 155 | $14K | No change |
| UNP Union Pacific Corp. | 0.00% | 50 | $14K | Reduce -10.7% |
| ICF iShares Select U.S. REIT ETF | 0.00% | 200 | $14K | No change |
| FDN First Trust DJ Internet Ind | 0.00% | 51 | $14K | No change |
| WFC Wells Fargo & Co. | 0.00% | 163 | $13K | Reduce -6.3% |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 144 | $13K | No change |
| KMX Carmax Inc. | 0.00% | 250 | $13K | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 172 | $13K | No change |
| CVBF CVB Financial Corp. | 0.00% | 577 | $13K | New |
| IQLT iShares MSCI International Q | 0.00% | 260 | $13K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 228 | $13K | New |
| ITW Illinois Tool Works | 0.00% | 47 | $13K | Reduce -22.9% |
| MFC Manulife Financial Corp. | 0.00% | 311 | $13K | No change |
| LHX L3HARRIS Technologies Inc. | 0.00% | 42 | $12K | No change |
| APPS Digital Turbine Inc. | 0.00% | 945 | $12K | No change |
| OUST Ouster Inc. | 0.00% | 193 | $12K | No change |
| GPC Genuine Parts Co. | 0.00% | 100 | $12K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 74 | $12K | No change |
| CHH Choice Hotels Intl Inc. | 0.00% | 105 | $12K | No change |
| MU Micron Technology Inc. | 0.00% | 10 | $12K | Reduce -37.5% |
| SHOP Shopify Inc. Class A | 0.00% | 100 | $11K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 75 | $11K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 214 | $11K | New |
| ADP Automatic Data Processing | 0.00% | 49 | $11K | Reduce -7.5% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.00% | 103 | $11K | No change |
| BLK BlackRock Inc. | 0.00% | 11 | $11K | Reduce -38.9% |
| OC Owens Corning | 0.00% | 66 | $10K | No change |
| SOLS Solstice Adv Materials Inc. | 0.00% | 117 | $10K | No change |
| FREL Fidelity MSCI RL Est Indx | 0.00% | 349 | $10K | No change |
| HAL Halliburton Co. | 0.00% | 300 | $10K | Reduce -9.4% |
| DOX Amdocs Ltd. | 0.00% | 200 | $10K | No change |
| TNET Trinet Group Inc. | 0.00% | 200 | $10K | No change |
| EMR Emerson Electric Co. | 0.00% | 69 | $10K | Reduce -1.4% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 490 | $10K | Reduce -15.2% |
| NRG NRG Energy Inc. | 0.00% | 67 | $10K | Reduce -2.9% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.00% | 231 | $10K | No change |
| KRE SS SPDR S&P Regional Bank | 0.00% | 129 | $10K | No change |
| ET Energy Transfer LP | 0.00% | 500 | $10K | New |
| CTVA Corteva Inc. | 0.00% | 111 | $9K | No change |
| KVUE Kenvue Inc. | 0.00% | 476 | $9K | Add +1.3% |
| SPGI S&P Global Inc. | 0.00% | 22 | $9K | Reduce -35.3% |
| HCA HCA Healthcare Inc. | 0.00% | 22 | $9K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 45 | $9K | No change |
| APD Air Products & Chemicals Inc. | 0.00% | 29 | $9K | Reduce -9.4% |
| HLN Haleon PLC-ADR | 0.00% | 910 | $8K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 108 | $8K | Add +2.9% |
| MDLZ Mondelez International Inc. Class A | 0.00% | 141 | $8K | Add +0.7% |
| PAYX Paychex Inc. | 0.00% | 83 | $8K | Reduce -1.2% |
| VSNT Versant Media Group Inc. | 0.00% | 222 | $8K | No change |
| ENB Enbridge Inc. | 0.00% | 147 | $8K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 85 | $8K | No change |
| SYY Sysco Corp. | 0.00% | 90 | $8K | Reduce -4.3% |
| EMGF iShares Emerging Markets Equ | 0.00% | 99 | $7K | No change |
| NKE Nike Inc. Class B | 0.00% | 169 | $7K | No change |
| EPR Epr Properties filed as EPR PPTYS | 0.00% | 112 | $6K | No change |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 52 | $6K | No change |
| MDT Medtronic PLC | 0.00% | 81 | $6K | Reduce -12.0% |
| CHAT Roundhill Gen AI & Tech ETF | 0.00% | 64 | $6K | No change |
| SMA Smartstop Self Storage REIT | 0.00% | 194 | $6K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 79 | $6K | New |
| ETHA iShares Ethereum Trust ETF | 0.00% | 509 | $6K | Add +69.1% |
| TGT Target Corp. | 0.00% | 46 | $6K | Reduce -8.0% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 103 | $6K | Reduce -4.6% |
| CPRT Copart Inc. | 0.00% | 208 | $6K | Reduce -0.9% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.00% | 61 | $6K | No change |
| WSO Watsco Inc. | 0.00% | 14 | $6K | No change |
| RH RH | 0.00% | 35 | $6K | No change |
| POET Poet Technologies Inc. | 0.00% | 559 | $6K | No change |
| ARCC Ares Capital Corp. | 0.00% | 300 | $6K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.00% | 19 | $5K | No change |
| WAB Wabtec Corp. | 0.00% | 20 | $5K | No change |
| LUV Southwest Airlines Co. | 0.00% | 104 | $5K | No change |
| FSSL FS Specialty Lending Fund | 0.00% | 465 | $5K | No change |
| CL Colgate-Palmolive Co. | 0.00% | 56 | $5K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 37 | $5K | No change |
| TTWO Take-Two Interactive Softwre | 0.00% | 20 | $5K | Reduce -4.8% |
| ZS Zscaler Inc. | 0.00% | 34 | $5K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 50 | $5K | Reduce -25.4% |
| DVN Devon Energy Corp. | 0.00% | 114 | $5K | Reduce -7.3% |
| FDS Factset Research Systems Inc. | 0.00% | 20 | $5K | No change |
| ACN Accenture PLC Class A | 0.00% | 36 | $4K | Reduce -12.2% |
| PYPL PayPal Holdings Inc. | 0.00% | 101 | $4K | Reduce -2.9% |
| GIS General Mills Inc. | 0.00% | 120 | $4K | No change |
| BOTZ Global X Robotics & Artifici | 0.00% | 110 | $4K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 302 | $4K | No change |
| SOLV Solventum Corp. | 0.00% | 51 | $4K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 96 | $4K | No change |
| RCAT Red Cat Holdings Inc. | 0.00% | 335 | $4K | No change |
| FBCV Fidelity Blue Chip Value ETF | 0.00% | 87 | $3K | No change |
| IP International Paper Co. | 0.00% | 90 | $3K | No change |
| CCL Carnival Corp. Ltd. | 0.00% | 115 | $3K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 66 | $3K | No change |
| CME Cme Group Inc. | 0.00% | 14 | $3K | Reduce -12.5% |
| DXC DXC Technology Co. | 0.00% | 345 | $3K | No change |
| BB Blackberry Ltd. | 0.00% | 241 | $3K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 111 | $3K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 39 | $3K | Reduce -7.1% |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 42 | $3K | New |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 28 | $3K | New |
| NECB Northeast Community Bancorp | 0.00% | 100 | $3K | No change |
| HRL Hormel Foods Corp. | 0.00% | 110 | $3K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 42 | $3K | New |
| NOK Nokia Corp.-Spon ADR | 0.00% | 188 | $2K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 247 | $2K | No change |
| CRM Salesforce Inc. | 0.00% | 13 | $2K | Reduce -31.6% |
| CX Cemex Sab-Spons ADR Part Cer | 0.00% | 168 | $2K | No change |
| EBC Eastern Bankshares Inc. | 0.00% | 84 | $2K | No change |
| ADBE Adobe Inc. | 0.00% | 9 | $2K | Reduce -30.8% |
| VTRS Viatris Inc. | 0.00% | 116 | $2K | Add +1.8% |
| CNRG SS SPDR S&P Kensho CLP ETF | 0.00% | 16 | $2K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 156 | $2K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 18 | $2K | No change |
| VXF Vanguard Extended Market ETF | 0.00% | 7 | $2K | New |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.00% | 34 | $2K | No change |
| ONDS Ondas Inc. | 0.00% | 200 | $2K | Reduce -32.2% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 37 | $1K | No change |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.00% | 18 | $1K | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 13 | $1K | New |
| VFC VF Corp. | 0.00% | 76 | $1K | No change |
| NATL NCR Atleos Corp. | 0.00% | 28 | $1K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 48 | $1K | Reduce -11.1% |
| C Citigroup Inc. | 0.00% | 8 | $1K | Reduce -46.7% |
| CC The Chemours Co. | 0.00% | 53 | $1K | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.00% | 37 | $1K | No change |
| VAC Marriott Vacations World | 0.00% | 10 | $1K | No change |
| SNOW Snowflake Inc. | 0.00% | 4 | $1K | No change |
| XYZ Block Inc. | 0.00% | 13 | $988 | No change |
| CGW Invesco S&P Global Water Ind | 0.00% | 14 | $920 | Add +7.7% |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 8 | $904 | No change |
| OLPX Olaplex Holdings Inc. | 0.00% | 400 | $820 | No change |
| VVX V2X Inc. | 0.00% | 11 | $820 | No change |
| IWO iShares Russell 2000 Growth | 0.00% | 2 | $788 | New |
| ZM Zoom Communications Inc. | 0.00% | 8 | $690 | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 1 | $641 | No change |
| PENN Penn Entertainment Inc. | 0.00% | 28 | $598 | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 100 | $573 | No change |
| LNT Alliant Energy Corp. | 0.00% | 6 | $458 | Reduce -14.3% |
| VYX NCR Voyix Corp. | 0.00% | 56 | $458 | No change |
| PSKY Paramount Skydance Class B | 0.00% | 35 | $345 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 5 | $317 | No change |
| REZI Resideo Technologies Inc. | 0.00% | 9 | $280 | No change |
| OTLY Oatly Group AB | 0.00% | 22 | $206 | No change |
| GTX Garrett Motion Inc. | 0.00% | 5 | $181 | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 2 | $175 | New |
| OGN Organon & Co. | 0.00% | 12 | $162 | No change |
| BBY Best Buy Co. Inc. | 0.00% | 2 | $152 | Reduce -33.3% |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.00% | 50 | $136 | No change |
| IVR Invesco Mortgage Capital | 0.00% | 16 | $126 | Reduce -83.3% |
| SCHW Schwab (charles) Corp. | 0.00% | 1 | $92 | Reduce -99.5% |
| SOFI Sofi Technologies Inc. | 0.00% | 5 | $90 | No change |
| BYND Beyond Meat Inc. | 0.00% | 118 | $89 | No change |
| CGC Canopy Growth Corp. | 0.00% | 79 | $75 | No change |
| CRON Cronos Group Inc. | 0.00% | 25 | $70 | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 2 | $68 | Reduce -50.0% |
| GEHC GE Healthcare Technology | 0.00% | 1 | $64 | No change |
| ASIX Advansix Inc. | 0.00% | 2 | $40 | No change |
| APA Apa Corp. | 0.00% | 1 | $33 | New |
| GTEC Greenland Technologies-A | 0.00% | 52 | $29 | No change |
| DBX Dropbox Inc. Class A | 0.00% | 1 | $27 | New |
| SPCE Virgin Galactic Holdings Inc. | 0.00% | 8 | $23 | No change |
| EMBC Embecta Corp. | 0.00% | 6 | $20 | No change |
| PCG P G & E Corp. | 0.00% | 1 | $17 | New |
| IGC Igc Pharma Inc. | 0.00% | 58 | $16 | No change |
| OGI Organigram Global Inc. | 0.00% | 16 | $16 | No change |
| ATOS Atossa Therapeutics Inc. | 0.00% | 6 | $12 | No change |
| TLRY Tilray Brands Inc. | 0.00% | 2 | $9 | No change |
| WU Western Union Co. | 0.00% | 1 | $8 | New |
| TWAV Taoweave Inc. | 0.00% | 1 | $1 | No change |