| AVGO Broadcom Inc. | 5.23% | 173,956 | $48.0M | Reduce -26.8% |
| AAPL Apple Inc. | 4.59% | 205,135 | $42.1M | Add +0.4% |
| MSFT Microsoft Corp. | 4.45% | 82,131 | $40.9M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 3.54% | 111,909 | $32.4M | Reduce -10.4% |
| NVDA Nvidia Corp. | 3.50% | 203,343 | $32.1M | Add +27.7% |
| META Meta Platforms Inc. Class A | 3.28% | 40,809 | $30.1M | Add +41.2% |
| GOOGL Alphabet Inc. Class A | 2.48% | 129,044 | $22.7M | Add +81.3% |
| WMT Walmart Inc. | 2.31% | 216,674 | $21.2M | Reduce -16.1% |
| HD Home Depot Inc. | 2.30% | 57,583 | $21.1M | Add +16.3% |
| MSI Motorola Solutions Inc. | 2.28% | 49,640 | $20.9M | Reduce -4.4% |
| QCOM Qualcomm Inc. | 2.13% | 122,715 | $19.5M | Add +23.9% |
| CSCO Cisco Systems Inc. | 2.03% | 268,522 | $18.6M | Add +9.1% |
| CME Cme Group Inc. | 2.02% | 67,123 | $18.5M | Add +0.5% |
| ETN Eaton Corp. PLC | 2.01% | 51,747 | $18.5M | Reduce -33.5% |
| AMZN Amazon.com Inc. | 1.89% | 79,043 | $17.3M | Reduce -15.9% |
| CB Chubb Ltd. | 1.87% | 59,330 | $17.2M | Add +0.6% |
| LRCX Lam Research Corp. | 1.64% | 154,980 | $15.1M | Add +6.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.64% | 29,495 | $15.0M | Reduce -12.2% |
| DHI D.R. Horton Inc. | 1.62% | 115,439 | $14.9M | Add +60024.5% |
| MRK Merck & Co. Inc. | 1.58% | 182,798 | $14.5M | Add +36.0% |
| JNJ Johnson & Johnson | 1.56% | 93,730 | $14.3M | Add +51.5% |
| CEG Constellation Energy | 1.41% | 40,072 | $12.9M | Add +2273.9% |
| JCI Johnson Controls Internation | 1.38% | 120,052 | $12.7M | Reduce -24.9% |
| COST Costco Wholesale Corp. | 1.38% | 12,799 | $12.7M | Add +1796.2% |
| VNOM Viper Energy Inc. | 1.33% | 319,503 | $12.2M | New |
| LLY Eli Lilly & Co. | 1.27% | 14,898 | $11.6M | Add +3.9% |
| TT Trane Technologies PLC | 1.20% | 25,253 | $11.0M | Reduce -27.9% |
| RJF Raymond James Financial Inc. | 1.19% | 71,093 | $10.9M | Add +4.3% |
| CRM Salesforce Inc. | 1.19% | 39,884 | $10.9M | Add +7.7% |
| UNP Union Pacific Corp. | 1.18% | 46,897 | $10.8M | Reduce -15.1% |
| V Visa Inc. Class A | 1.12% | 28,873 | $10.3M | Reduce -19.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.11% | 311,309 | $10.1M | New |
| NXPI NXP Semiconductors NV | 1.07% | 45,074 | $9.8M | Add +31.1% |
| F Ford Motor Co. filed as FORD MTR CO | 1.07% | 901,775 | $9.8M | Reduce -0.1% |
| ALL Allstate Corp. | 1.03% | 46,975 | $9.5M | Reduce -19.4% |
| XOM Exxon Mobil Corp. | 0.91% | 77,788 | $8.4M | Add +6.4% |
| ECL Ecolab Inc. | 0.91% | 30,850 | $8.3M | Reduce -28.1% |
| LHX L3HARRIS Technologies Inc. | 0.87% | 31,801 | $8.0M | Reduce -7.5% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.85% | 158,726 | $7.8M | Add +41.7% |
| ICE Intercontinental Exchange Inc. | 0.84% | 41,953 | $7.7M | Reduce -25.5% |
| SPGI S&P Global Inc. | 0.76% | 13,151 | $6.9M | Reduce -18.5% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.75% | 137,491 | $6.8M | Add +40.2% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.72% | 134,010 | $6.6M | Add +42.2% |
| TSLA Tesla Inc. | 0.72% | 20,895 | $6.6M | Add +15.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 10,357 | $6.4M | Add +53.8% |
| NFLX Netflix Inc. | 0.66% | 4,551 | $6.1M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.65% | 19,088 | $6.0M | Add +19.6% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.61% | 113,004 | $5.6M | Add +51.6% |
| CAVA Cava Group Inc. | 0.60% | 64,942 | $5.5M | Add +23.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 41,851 | $5.2M | Add +6.3% |
| AXP American Express Co. | 0.54% | 15,500 | $4.9M | Reduce -4.3% |
| RTX RTX Corp. | 0.50% | 31,122 | $4.5M | Reduce -8.3% |
| ORCL Oracle Corp. | 0.47% | 19,855 | $4.3M | Reduce -2.4% |
| CVNA Carvana Co. | 0.46% | 12,551 | $4.2M | Add +12451.0% |
| GOOG Alphabet Inc. Class C | 0.46% | 23,569 | $4.2M | Add +70.3% |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 27,147 | $3.7M | Add +134.9% |
| IVV iShares Core S&P 500 ETF | 0.36% | 5,389 | $3.3M | Reduce -39.9% |
| GS Goldman Sachs Group Inc. | 0.33% | 4,301 | $3.0M | Add +482.0% |
| VST Vistra Corp. | 0.32% | 15,241 | $3.0M | Add +133.6% |
| SHW The Sherwin-Williams Co. | 0.31% | 8,334 | $2.9M | Add +26783.9% |
| SBUX Starbucks Corp. | 0.31% | 30,619 | $2.8M | Add +34.5% |
| ABBV Abbvie Inc. | 0.30% | 14,780 | $2.7M | Add +342.5% |
| CAT Caterpillar Inc. | 0.29% | 6,923 | $2.7M | Add +4.6% |
| BKNG Booking Holdings Inc. | 0.28% | 448 | $2.6M | Reduce -3.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 5,723 | $2.5M | Add +20.6% |
| GILD Gilead Sciences Inc. | 0.27% | 22,350 | $2.5M | Add +2928.5% |
| AIG American International Group | 0.27% | 28,760 | $2.5M | Add +0.8% |
| TMUS T-Mobile US Inc. | 0.26% | 10,167 | $2.4M | Add +692.4% |
| TKO Tko Group Holdings Inc. | 0.26% | 13,312 | $2.4M | New |
| MPC Marathon Petroleum Corp. | 0.26% | 14,130 | $2.3M | Reduce -50.6% |
| PANW Palo Alto Networks Inc. | 0.25% | 11,386 | $2.3M | Add +327.4% |
| FISV Fiserv Inc. | 0.25% | 13,273 | $2.3M | Reduce -65.2% |
| SPOT Spotify Technology SA | 0.25% | 2,964 | $2.3M | Add +214.7% |
| NRG NRG Energy Inc. | 0.24% | 13,905 | $2.2M | Add +23467.8% |
| BSX Boston Scientific Corp. | 0.23% | 20,026 | $2.2M | Add +3053.7% |
| HWM Howmet Aerospace Inc. | 0.22% | 10,711 | $2.0M | Add +3268.2% |
| VLO Valero Energy Corp. | 0.22% | 14,687 | $2.0M | Add +19.4% |
| GPK Graphic Packaging Holding Co. | 0.21% | 90,563 | $1.9M | Add +8.4% |
| UBER Uber Technologies Inc. | 0.21% | 20,344 | $1.9M | Reduce -16.9% |
| EXPE Expedia Group Inc. | 0.18% | 10,052 | $1.7M | Add +45.2% |
| ABNB Airbnb Inc. Class A | 0.18% | 12,564 | $1.7M | Add +72.9% |
| AMD Advanced Micro Devices | 0.18% | 11,443 | $1.6M | Reduce -75.7% |
| HTZ Hertz Global Hldgs Inc. | 0.16% | 220,189 | $1.5M | No change |
| BBY Best Buy Co. Inc. | 0.16% | 22,211 | $1.5M | Reduce -82.9% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 10,922 | $1.5M | Add +17.7% |
| STLD Steel Dynamics Inc. | 0.16% | 11,122 | $1.4M | Reduce -19.3% |
| CI The Cigna Group | 0.15% | 4,106 | $1.4M | Add +8.8% |
| PG The Procter & Gamble Co. | 0.14% | 8,300 | $1.3M | Reduce -4.4% |
| XLK SS Technology Select Sector | 0.14% | 5,106 | $1.3M | Reduce -0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 18,124 | $1.3M | Reduce -81.3% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 26,733 | $1.2M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,240 | $1.2M | Add +99.8% |
| CSL Carlisle Cos Inc. | 0.13% | 3,200 | $1.2M | No change |
| DOCS Doximity Inc. Class A | 0.12% | 18,106 | $1.1M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.11% | 13,954 | $1.0M | Add +127.2% |
| XPO Xpo Inc. | 0.11% | 7,942 | $1.0M | Reduce -33.4% |
| MCD McDonald's Corp. | 0.10% | 3,293 | $962K | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,880 | $913K | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 3,088 | $910K | Add +5.9% |
| FANG Diamondback Energy Inc. | 0.10% | 6,589 | $905K | Add +12.4% |
| STRL Sterling Infrastructure Inc. | 0.09% | 3,500 | $808K | No change |
| DFAW Dimensional World Eqty ETF | 0.08% | 11,274 | $756K | Add +44.7% |
| KO The Coca-Cola Co. | 0.08% | 10,644 | $753K | Add +4.4% |
| CVX Chevron Corp. | 0.08% | 5,176 | $741K | Reduce -7.3% |
| GLD SPDR Gold Shares | 0.08% | 2,419 | $737K | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.08% | 1,264 | $718K | Add +0.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.08% | 7,064 | $702K | Add +19.4% |
| PLXS Plexus Corp. | 0.08% | 5,174 | $700K | No change |
| PFE Pfizer Inc. | 0.08% | 28,544 | $692K | Reduce -75.1% |
| URI United Rentals Inc. | 0.07% | 895 | $674K | Add +14.3% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 10,681 | $662K | Reduce -28.7% |
| RDDT Reddit Inc. Class A | 0.07% | 4,387 | $661K | Add +374.3% |
| CMG Chipotle Mexican Grill Inc. | 0.07% | 11,757 | $660K | Reduce -65.6% |
| MDY State Street SPDR S&P Midcap | 0.07% | 1,142 | $647K | Reduce -31.7% |
| AVGE Avantis All Eqty Mrkts ETF | 0.07% | 8,193 | $635K | Add +20.5% |
| DFAU Dimensional US Core Equity M | 0.07% | 14,910 | $632K | Add +53.3% |
| SNOW Snowflake Inc. | 0.07% | 2,753 | $616K | Reduce -10.2% |
| ADP Automatic Data Processing | 0.06% | 1,914 | $590K | Reduce -2.1% |
| NOW ServiceNow Inc. | 0.06% | 554 | $570K | Add +10.1% |
| IWB iShares Russell 1000 ETF | 0.06% | 1,658 | $563K | Reduce -88.6% |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.06% | 11,496 | $550K | Add +32.6% |
| OKTA Okta Inc. | 0.06% | 5,477 | $548K | Add +16.8% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.06% | 11,841 | $547K | Add +33.3% |
| ANET Arista Networks Inc. | 0.06% | 5,325 | $545K | Add +0.3% |
| MDT Medtronic PLC | 0.06% | 6,198 | $540K | Reduce -1.9% |
| TXN Texas Instruments Inc. | 0.06% | 2,549 | $529K | Reduce -0.6% |
| DTE DTE Energy Company | 0.06% | 3,839 | $509K | Reduce -30.3% |
| PM Philip Morris International | 0.05% | 2,719 | $495K | Add +3098.8% |
| VRT Vertiv Holdings Co. Class A | 0.05% | 3,787 | $486K | Add +1.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.05% | 5,274 | $484K | Add +27.0% |
| EES Wisdomtree US Smallcap Fund | 0.05% | 9,215 | $470K | Reduce -37.7% |
| HIG Hartford Insurance Group Inc. | 0.05% | 3,644 | $462K | No change |
| HON Honeywell International Inc. | 0.05% | 1,973 | $460K | Reduce -6.0% |
| DWAS Invesco Dorsey Wright Smallc | 0.05% | 5,392 | $458K | Reduce -36.3% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.05% | 8,939 | $456K | New |
| PNC PNC Financial Services Group | 0.05% | 2,392 | $446K | Reduce -0.9% |
| GLW Corning Inc. | 0.05% | 8,421 | $443K | Add +18.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,008 | $442K | No change |
| IAU iShares Gold Trust | 0.05% | 6,930 | $432K | Add +1.1% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 1,635 | $421K | Add +12.9% |
| NTAP Netapp Inc. | 0.04% | 3,769 | $402K | Reduce -3.4% |
| MA Mastercard Inc. Class A | 0.04% | 714 | $401K | Add +19.0% |
| IBKR Interactive Brokers Gro Class A | 0.04% | 6,897 | $382K | Reduce -0.8% |
| ABT Abbott Laboratories | 0.04% | 2,587 | $352K | Reduce -14.3% |
| ADI Analog Devices Inc. | 0.04% | 1,467 | $349K | Add +40.0% |
| MO Altria Group Inc. | 0.04% | 5,896 | $346K | Add +35.8% |
| GRMN Garmin Ltd. | 0.04% | 1,649 | $344K | Reduce -1.0% |
| AMAT Applied Materials Inc. | 0.04% | 1,859 | $340K | No change |
| SHOP Shopify Inc. Class A | 0.04% | 2,880 | $332K | Reduce -19.1% |
| GD General Dynamics Corp. | 0.04% | 1,128 | $329K | Reduce -68.8% |
| USFD US Foods Holding Corp. | 0.04% | 4,270 | $329K | Add +0.1% |
| PEP Pepsico Inc. | 0.04% | 2,487 | $328K | Reduce -24.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 1,034 | $314K | Add +8.1% |
| APD Air Products & Chemicals Inc. | 0.03% | 1,114 | $314K | Reduce -82.3% |
| VONE Vanguard Russell 1000 | 0.03% | 1,118 | $314K | Add +0.4% |
| BKR Baker Hughes Co. | 0.03% | 8,034 | $308K | Add +21.5% |
| ULTA Ulta Beauty Inc. | 0.03% | 651 | $305K | Reduce -89.2% |
| ARES Ares Management Corp. Class A | 0.03% | 1,745 | $302K | Add +3.1% |
| SYF Synchrony Financial | 0.03% | 4,448 | $297K | Reduce -4.7% |
| PGR Progressive Corp. | 0.03% | 1,111 | $297K | Add +0.3% |
| AVDV Avantis Intl S/C Value ETF | 0.03% | 3,714 | $294K | Add +23.7% |
| IBTA Ibotta Inc. Class A | 0.03% | 8,001 | $293K | No change |
| DD Dupont DE Nemours Inc. | 0.03% | 4,193 | $288K | Add +47.2% |
| VZ Verizon Communications Inc. | 0.03% | 6,595 | $285K | Reduce -11.8% |
| KKR KKR & Co. Inc. | 0.03% | 2,125 | $283K | Add +37.3% |
| JLL Jones Lang Lasalle Inc. | 0.03% | 1,102 | $282K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 2,214 | $275K | Reduce -29.9% |
| OUSA Alps Oshares US Quality Divi | 0.03% | 5,013 | $271K | Reduce -0.5% |
| VMC Vulcan Materials Co. | 0.03% | 1,015 | $265K | Add +2.8% |
| MCHP Microchip Technology Inc. | 0.03% | 3,751 | $264K | Reduce -85.1% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 1,924 | $257K | Add +1.1% |
| TRGP Targa Resources Corp. | 0.03% | 1,470 | $256K | Reduce -97.9% |
| C Citigroup Inc. | 0.03% | 2,994 | $255K | Reduce -11.2% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.03% | 4,078 | $254K | Add +21.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.03% | 8,431 | $247K | Add +11.6% |
| SLV iShares Silver Trust | 0.03% | 7,373 | $242K | Reduce -6.4% |
| AVEM Avantis Emerging Markets Eq | 0.03% | 3,500 | $240K | Add +20.9% |
| PSX Phillips 66 | 0.03% | 1,993 | $238K | Reduce -5.7% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 2,163 | $237K | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,151 | $236K | No change |
| DAL Delta Air Lines Inc. | 0.03% | 4,780 | $235K | Reduce -1.9% |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 1,706 | $231K | Reduce -0.3% |
| SIVR Abrdn Physical Silver Shares | 0.03% | 6,707 | $231K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 1,285 | $227K | No change |
| SGOL Abrdn Physical Gold Shares | 0.02% | 7,184 | $227K | Reduce -10.0% |
| SKX Skechers USA Inc. Class A | 0.02% | 3,542 | $224K | Add +35.5% |
| BLK BlackRock Inc. | 0.02% | 210 | $221K | Reduce -4.5% |
| EXC Exelon Corp. | 0.02% | 5,010 | $218K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.02% | 972 | $216K | Add +39.3% |
| CL Colgate-Palmolive Co. | 0.02% | 2,338 | $213K | No change |
| STX Seagate Technology Holdings | 0.02% | 1,472 | $212K | Reduce -9.1% |
| AVUV Avantis US Small Cap Value | 0.02% | 2,314 | $211K | Reduce -13.5% |
| COIN Coinbase Global Inc. Class A | 0.02% | 598 | $210K | No change |
| NYF iShares New York Muni Bond E | 0.02% | 3,930 | $205K | Add +0.7% |
| MMM 3M Co. | 0.02% | 1,315 | $200K | Reduce -7.3% |
| BA The Boeing Co. | 0.02% | 949 | $199K | Reduce -41.0% |
| MEDP Medpace Holdings Inc. | 0.02% | 628 | $197K | Add +8.3% |
| ISRG Intuitive Surgical Inc. | 0.02% | 349 | $190K | Add +1.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 5,463 | $185K | Reduce -81.4% |
| NOC Northrop Grumman Corp. | 0.02% | 357 | $178K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.02% | 2,445 | $176K | Reduce -70.9% |
| RGLD Royal Gold Inc. | 0.02% | 982 | $175K | Add +0.2% |
| EPD Enterprise Products Partners | 0.02% | 5,621 | $174K | Reduce -9.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 3,641 | $172K | Reduce -22.9% |
| PAG Penske Automotive Group Inc. | 0.02% | 1,000 | $172K | No change |
| MPLX MPLX LP | 0.02% | 3,133 | $161K | No change |
| XLF SS Financial Select Sector | 0.02% | 3,076 | $161K | Add +45.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 710 | $161K | Add +301.1% |
| GGG Graco Inc. | 0.02% | 1,834 | $158K | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,161 | $158K | Add +0.5% |
| XAWFX Alliancebernstein GL Hi Inc. | 0.02% | 14,097 | $155K | New |
| TEL Te Connectivity PLC | 0.02% | 921 | $155K | Reduce -37.6% |
| NEE Nextera Energy Inc. | 0.02% | 2,227 | $155K | Reduce -31.2% |
| DTM DT Midstream Inc. | 0.02% | 1,400 | $154K | Reduce -46.5% |
| AVMU Avantis Core Municipal Fixed | 0.02% | 3,417 | $153K | Add +14.6% |
| SECT Main Sector Rotation ETF | 0.02% | 2,633 | $153K | No change |
| TGT Target Corp. | 0.02% | 1,542 | $152K | Reduce -49.4% |
| SRE Sempra | 0.02% | 2,000 | $152K | Reduce -3.4% |
| GEV GE Vernova Inc. | 0.02% | 276 | $146K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,082 | $146K | Reduce -18.0% |
| PLD Prologis Inc. | 0.02% | 1,366 | $144K | Reduce -48.4% |
| TPHD Timothy Plan High DVD STCK | 0.02% | 3,725 | $141K | No change |
| ET Energy Transfer LP | 0.02% | 7,729 | $140K | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 1,657 | $138K | Add +579.1% |
| DUK Duke Energy Corp. | 0.01% | 1,166 | $138K | Add +0.9% |
| DFIP Dimensional Inflation-Protec | 0.01% | 3,273 | $137K | Add +33.4% |
| VKTX Viking Therapeutics Inc. | 0.01% | 5,100 | $135K | No change |
| SOFI Sofi Technologies Inc. | 0.01% | 7,338 | $134K | Reduce -7.0% |
| ROKU Roku Inc. | 0.01% | 1,513 | $133K | Reduce -8.2% |
| DE Deere & Co. | 0.01% | 257 | $131K | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.01% | 280 | $130K | Reduce -43.3% |
| XLY SS Consumer Disc Select Sect | 0.01% | 586 | $127K | Add +33.2% |
| IOT Samsara Inc. Class A | 0.01% | 3,192 | $127K | Reduce -11.3% |
| FOUR SHIFT4 Payments Inc. Class A | 0.01% | 1,267 | $126K | Reduce -6.2% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 1,325 | $122K | Reduce -87.0% |
| CVS CVS Health Corp. | 0.01% | 1,740 | $120K | Reduce -0.4% |
| KBE SS SPDR S&P Bank ETF | 0.01% | 2,150 | $120K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.01% | 4,819 | $119K | Add +1.1% |
| LEN Lennar Corp. Class A | 0.01% | 1,077 | $119K | Reduce -1.0% |
| GAP The Gap Inc. | 0.01% | 5,400 | $118K | No change |
| AEP American Electric Power | 0.01% | 1,127 | $117K | No change |
| SCCO Southern Copper Corp. | 0.01% | 1,155 | $117K | Add +1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 489 | $116K | Reduce -56.0% |
| PFG Principal Financial Group | 0.01% | 1,428 | $113K | Reduce -11.8% |
| ROK Rockwell Automation Inc. | 0.01% | 341 | $113K | Reduce -58.0% |
| NEM Newmont Corp. | 0.01% | 1,926 | $112K | Reduce -4.3% |
| ACN Accenture PLC Class A | 0.01% | 375 | $112K | Reduce -10.5% |
| HES Hess Corp. | 0.01% | 800 | $111K | No change |
| VGT Vanguard Info Tech ETF | 0.01% | 164 | $109K | Add +1071.4% |
| GNTX Gentex Corp. | 0.01% | 4,890 | $108K | Add +0.0% |
| AEE Ameren Corporation | 0.01% | 1,119 | $107K | No change |
| SYY Sysco Corp. | 0.01% | 1,405 | $106K | Reduce -37.6% |
| KRE SS SPDR S&P Regional Bank | 0.01% | 1,775 | $105K | No change |
| BP BP PLC-Spons ADR | 0.01% | 3,454 | $103K | Add +1.2% |
| DOV Dover Corp. | 0.01% | 560 | $103K | Reduce -44.8% |
| IQV Iqvia Holdings Inc. | 0.01% | 637 | $100K | Add +2.6% |
| INTC Intel Corp. | 0.01% | 4,461 | $100K | Reduce -5.3% |
| DFCF Dimensional Core Fixed Inc. | 0.01% | 2,338 | $99K | Add +32.8% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,579 | $97K | Reduce -38.9% |
| FDX FedEx Corp. | 0.01% | 421 | $96K | Add +0.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 292 | $93K | Add +1.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 1,602 | $93K | Reduce -13.6% |
| CNI Canadian Natl Railway Co. | 0.01% | 887 | $92K | Add +2.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.01% | 1,204 | $92K | Add +7.5% |
| KMB Kimberly-Clark Corp. | 0.01% | 708 | $91K | No change |
| TFC Truist Financial Corp. | 0.01% | 2,018 | $87K | Reduce -29.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 311 | $86K | Reduce -91.9% |
| CMCSA Comcast Corp. Class A | 0.01% | 2,273 | $81K | Reduce -2.4% |
| UUUU Energy Fuels Inc. | 0.01% | 14,100 | $81K | No change |
| HPQ HP Inc. | 0.01% | 3,156 | $77K | Reduce -19.0% |
| TEM Tempus AI Inc. Class A | 0.01% | 1,200 | $76K | Add +50.0% |
| MDLZ Mondelez International Inc. Class A | 0.01% | 1,127 | $76K | Add +33.2% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 674 | $74K | Add +9.6% |
| PPG PPG Industries Inc. | 0.01% | 646 | $73K | Reduce -1.7% |
| HNRG Hallador Energy Co. | 0.01% | 4,630 | $73K | No change |
| TGTX TG Therapeutics Inc. | 0.01% | 2,019 | $73K | No change |
| LIN Linde PLC | 0.01% | 153 | $72K | Reduce -5.6% |
| DFNM Dimensional National Muni BD | 0.01% | 1,460 | $69K | Add +40.4% |
| QGRO American Century US Quality | 0.01% | 625 | $68K | No change |
| EMN Eastman Chemical Co. | 0.01% | 881 | $66K | Reduce -2.4% |
| STEW SRH Total Return Fund Inc. | 0.01% | 3,712 | $66K | Add +0.9% |
| DFUS Dimensional US Eq MKT ETF | 0.01% | 954 | $64K | Add +43.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 700 | $64K | No change |
| HOUS Anywhere Real Estate Inc. | 0.01% | 17,500 | $63K | No change |
| IXUS iShares Core Intl Stock ETF | 0.01% | 818 | $63K | No change |
| UPS United Parcel Service Class B | 0.01% | 611 | $62K | Reduce -62.4% |
| GEHC GE Healthcare Technology | 0.01% | 830 | $61K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 139 | $61K | Add +16.8% |
| IVW iShares S&P 500 Growth ETF | 0.01% | 555 | $61K | Add +15.4% |
| CCI Crown Castle Inc. | 0.01% | 588 | $60K | Reduce -2.3% |
| AVDE Avantis International Equity | 0.01% | 815 | $60K | Add +30.4% |
| BIDU Baidu Inc. - Spon ADR | 0.01% | 700 | $60K | No change |
| SU Suncor Energy Inc. | 0.01% | 1,600 | $60K | No change |
| DELL Dell Technologies -C | 0.01% | 485 | $60K | Add +0.4% |
| AVLC Avantis US LG Cap Eq ETF | 0.01% | 823 | $58K | Add +25.3% |
| DFAX Dimensional World Ex US Core | 0.01% | 1,954 | $57K | Add +41.6% |
| ES Eversource Energy | 0.01% | 900 | $57K | Reduce -25.0% |
| JD Jd.com Inc.-ADR | 0.01% | 1,750 | $57K | No change |
| XLE SS Energy Select Sector | 0.01% | 669 | $57K | Reduce -9.0% |
| BOW Bowhead Specialty Holdings I | 0.01% | 1,500 | $56K | No change |
| LULU Lululemon Athletica Inc. | 0.01% | 234 | $56K | Reduce -91.2% |
| MFC Manulife Financial Corp. | 0.01% | 1,738 | $56K | Reduce -24.2% |
| GM General Motors Co. | 0.01% | 1,126 | $55K | Reduce -5.6% |
| AON Aon PLC Class A | 0.01% | 155 | $55K | No change |
| AVLV Avantis US Large Cap Value | 0.01% | 810 | $55K | Reduce -1.0% |
| TSCO Tractor Supply Company | 0.01% | 1,045 | $55K | Reduce -95.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.01% | 136 | $55K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 196 | $55K | Reduce -42.9% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 1,305 | $54K | Add +0.3% |
| XCCC Bondbloxx-CCC-Usd HY Corp. BD | 0.01% | 1,387 | $54K | New |
| RBRK Rubrik Inc. Class A | 0.01% | 600 | $54K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 1,299 | $54K | Add +0.5% |
| XB Bondbloxx-B Rated Usd HY CB | 0.01% | 1,346 | $54K | New |
| CSX CSX Corp. | 0.01% | 1,624 | $53K | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 352 | $53K | Add +13.6% |
| O Realty Income Corp. | 0.01% | 914 | $53K | Add +1.3% |
| T AT&T Inc. | 0.01% | 1,796 | $52K | Add +17.7% |
| FVD First Trust Value Line DVD | 0.01% | 1,161 | $52K | Add +0.6% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.01% | 1,145 | $51K | No change |
| COKE Coca-Cola Consolidated Inc. | 0.01% | 458 | $51K | Reduce -0.4% |
| TRV The Travelers Cos Inc. | 0.01% | 191 | $51K | No change |
| CMI Cummins Inc. | 0.01% | 156 | $51K | No change |
| MRSH Marsh & McLennan Cos | 0.01% | 234 | $51K | Reduce -11.0% |
| BX Blackstone Inc. | 0.01% | 339 | $51K | Add +1.2% |
| WDAY Workday Inc. Class A | 0.01% | 209 | $50K | No change |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.01% | 994 | $50K | New |
| TTC Toro Co. | 0.01% | 700 | $49K | No change |
| CTRA Coterra Energy Inc. | 0.01% | 1,907 | $48K | Add +0.9% |
| LMND Lemonade Inc. | 0.01% | 1,100 | $48K | No change |
| ADBE Adobe Inc. | 0.01% | 124 | $48K | Reduce -94.9% |
| TPSC Timothy Plan US Small Cap Co. | 0.01% | 1,240 | $48K | No change |
| YUM Yum! Brands Inc. | 0.01% | 319 | $47K | No change |
| ENB Enbridge Inc. | 0.01% | 1,039 | $47K | Add +1.3% |
| LNG Cheniere Energy Inc. | 0.01% | 193 | $47K | Add +1.1% |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 414 | $47K | Add +3.0% |
| ALB Albemarle Corp. | 0.01% | 727 | $46K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 473 | $45K | Add +4.0% |
| IRT Independence Realty Trust Inc. | 0.00% | 2,556 | $45K | Add +0.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 375 | $45K | Add +0.8% |
| TOST Toast Inc. Class A | 0.00% | 1,000 | $44K | No change |
| JBL Jabil Inc. | 0.00% | 200 | $44K | No change |
| CARR Carrier Global Corp. | 0.00% | 595 | $44K | Add +70.0% |
| SMH Vaneck Semiconductor ETF | 0.00% | 155 | $43K | Add +176.8% |
| TWLO Twilio Inc. Class A | 0.00% | 347 | $43K | Add +1.5% |
| ACAD Acadia Pharmaceuticals Inc. | 0.00% | 2,000 | $43K | No change |
| MUB iShares National Muni Bond E | 0.00% | 397 | $41K | No change |
| OC Owens Corning | 0.00% | 300 | $41K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 368 | $40K | New |
| FTNT Fortinet Inc. | 0.00% | 365 | $39K | Reduce -13.1% |
| MU Micron Technology Inc. | 0.00% | 313 | $39K | Reduce -24.2% |
| AMGN Amgen Inc. | 0.00% | 135 | $38K | Reduce -73.2% |
| COP Conocophillips | 0.00% | 419 | $38K | Add +38.7% |
| EQIX Equinix Inc. | 0.00% | 46 | $37K | Reduce -28.1% |
| ICF iShares Select U.S. REIT ETF | 0.00% | 602 | $37K | Reduce -0.7% |
| KLAC KLA Corp. | 0.00% | 41 | $37K | No change |
| VEA Vanguard Ftse Developed ETF | 0.00% | 635 | $36K | Add +11.0% |
| AVAV Aerovironment Inc. | 0.00% | 123 | $35K | No change |
| NSC Norfolk Southern Corp. | 0.00% | 136 | $35K | Add +0.7% |
| SCHB Schwab US Broad Market ETF | 0.00% | 1,454 | $35K | Add +0.2% |
| DFAT Dimensional US Target Value | 0.00% | 640 | $35K | Add +35.0% |
| IVE iShares S&P 500 Value ETF | 0.00% | 175 | $34K | Add +0.6% |
| AUR Aurora Innovation Inc. | 0.00% | 6,500 | $34K | No change |
| PEG Public Service Enterprise GP | 0.00% | 400 | $34K | Reduce -33.3% |
| K Kellanova | 0.00% | 423 | $34K | No change |
| PRESURANCE HOLDINGS INC filed as CONIFER HLDGS INC | 0.00% | 45,933 | $33K | No change |
| CTVA Corteva Inc. | 0.00% | 445 | $33K | Add +3.7% |
| NBXG Neuberger Next Generation Co. | 0.00% | 2,232 | $33K | New |
| EMR Emerson Electric Co. | 0.00% | 238 | $32K | No change |
| AMH American Homes 4 Rent- A | 0.00% | 864 | $31K | No change |
| CLX Clorox Company | 0.00% | 259 | $31K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 314 | $31K | Add +75.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 380 | $31K | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 624 | $31K | Reduce -31.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 629 | $31K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 514 | $31K | Add +703.1% |
| BDX Becton Dickinson and Co. | 0.00% | 178 | $31K | Reduce -2.7% |
| CHKP Check Point Software Tech | 0.00% | 135 | $30K | No change |
| ARCC Ares Capital Corp. | 0.00% | 1,350 | $30K | Add +2.2% |
| APO Apollo Global Management Inc. | 0.00% | 209 | $30K | New |
| FITB Fifth Third Bancorp | 0.00% | 711 | $29K | Add +1.0% |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 364 | $29K | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 5,600 | $29K | No change |
| FNV Franco-Nevada Corp. | 0.00% | 175 | $29K | Reduce -47.5% |
| IR Ingersoll-Rand Inc. | 0.00% | 343 | $29K | Reduce -54.9% |
| ORLY O'reilly Automotive Inc. | 0.00% | 315 | $28K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 312 | $28K | Add +1.0% |
| AVUS Avantis U.S. Equity ETF | 0.00% | 275 | $28K | Add +32.9% |
| SCHF Schwab Intl Equity ETF | 0.00% | 1,249 | $28K | No change |
| SYK Stryker Corp. | 0.00% | 70 | $28K | Add +4.5% |
| CNP Centerpoint Energy Inc. | 0.00% | 748 | $27K | Add +0.5% |
| DDOG Datadog Inc. Class A | 0.00% | 200 | $27K | No change |
| XYZ Block Inc. | 0.00% | 383 | $26K | No change |
| ACMR Acm Research Inc. Class A | 0.00% | 1,000 | $26K | No change |
| PRU Prudential Financial Inc. | 0.00% | 234 | $25K | Reduce -96.9% |
| CMA Comerica Inc. | 0.00% | 417 | $25K | No change |
| CRMD Cormedix Inc. | 0.00% | 2,000 | $25K | No change |
| WPC WP Carey Inc. | 0.00% | 386 | $24K | Add +1.3% |
| SOLV Solventum Corp. | 0.00% | 314 | $24K | No change |
| ZTS Zoetis Inc. | 0.00% | 151 | $24K | Reduce -2.6% |
| WM Waste Management Inc. | 0.00% | 102 | $23K | Reduce -23.3% |
| ADM Archer-Daniels-Midland Co. | 0.00% | 431 | $23K | Add +1.2% |
| AFL Aflac Inc. | 0.00% | 210 | $22K | No change |
| GNT Gamco Natural Resources Gold | 0.00% | 3,519 | $22K | Add +2.0% |
| QBTS D-Wave Quantum Inc. | 0.00% | 1,500 | $22K | New |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 120 | $22K | No change |
| SLS Sellas Life Sciences Group I | 0.00% | 10,000 | $22K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.00% | 530 | $22K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 192 | $21K | No change |
| CPNG Coupang Inc. | 0.00% | 700 | $21K | No change |
| WY Weyerhaeuser Co. | 0.00% | 800 | $21K | No change |
| LYV Live Nation Entertainment Inc. | 0.00% | 132 | $20K | No change |
| NTNX Nutanix Inc. Class A | 0.00% | 261 | $20K | No change |
| CCL Carnival Corp. | 0.00% | 700 | $20K | Reduce -64.1% |
| RACE Ferrari NV | 0.00% | 39 | $19K | No change |
| DFGP Dimensional GLBL Core PL Fix | 0.00% | 353 | $19K | No change |
| DVY iShares Select Dividend ETF | 0.00% | 144 | $19K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 227 | $19K | New |
| IWF iShares Russell 1000 Growth | 0.00% | 43 | $18K | No change |
| GEL Genesis Energy L.P. | 0.00% | 1,041 | $18K | Add +1.1% |
| STE Steris PLC | 0.00% | 75 | $18K | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 264 | $18K | Add +0.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 188 | $18K | New |
| MRVL Marvell Technology Inc. | 0.00% | 227 | $18K | No change |
| BATRA Atlanta Braves Holdings in-A | 0.00% | 350 | $17K | No change |
| MBB iShares MBS ETF | 0.00% | 180 | $17K | New |
| XEL Xcel Energy Inc. | 0.00% | 243 | $17K | Add +0.8% |
| VIS Vanguard Industrials ETF | 0.00% | 58 | $16K | New |
| PH Parker Hannifin Corp. | 0.00% | 23 | $16K | No change |
| PFF iShares Preferred & Income S | 0.00% | 520 | $16K | No change |
| WELL Welltower Inc. | 0.00% | 100 | $15K | New |
| DJT Trump Media & Technology Gro | 0.00% | 851 | $15K | Add +6.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 244 | $15K | New |
| ARKK ARK Innovation ETF | 0.00% | 217 | $15K | Reduce -30.4% |
| INTU Intuit Inc. | 0.00% | 19 | $15K | Reduce -29.6% |
| CMS CMS Energy Corp. | 0.00% | 216 | $15K | No change |
| ARKW ARK Next Generation Technolo | 0.00% | 100 | $15K | Reduce -13.8% |
| BROS Dutch Bros Inc. Class A | 0.00% | 212 | $14K | New |
| PINS Pinterest Inc. Class A | 0.00% | 400 | $14K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 316 | $14K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 185 | $14K | No change |
| STT State Street Corp. | 0.00% | 131 | $14K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 328 | $14K | Reduce -75.8% |
| CP Canadian Pacific Kansas City | 0.00% | 173 | $14K | Add +8.1% |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 135 | $14K | Add +1250.0% |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 73 | $13K | Reduce -13.1% |
| AVIG Avantis Core Fixed Income | 0.00% | 315 | $13K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 42 | $13K | Add +5.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 136 | $13K | Reduce -52.9% |
| ITRI Itron Inc. | 0.00% | 98 | $13K | No change |
| SO The Southern Co. | 0.00% | 139 | $13K | Add +20.9% |
| XLP SS Consumer Staples Sel Sect | 0.00% | 151 | $12K | Reduce -60.9% |
| VDC Vanguard Consumer Staple ETF | 0.00% | 55 | $12K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 15 | $12K | Add +66.7% |
| XSW SS SPDR S&P Soft & Serv ETF | 0.00% | 62 | $12K | No change |
| WHR Whirlpool Corp. | 0.00% | 112 | $11K | Reduce -59.1% |
| HII Huntington Ingalls Industrie | 0.00% | 47 | $11K | No change |
| ELV Elevance Health Inc. | 0.00% | 29 | $11K | No change |
| RPM RPM International Inc. | 0.00% | 101 | $11K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 156 | $11K | Add +52.9% |
| DVN Devon Energy Corp. | 0.00% | 341 | $11K | Add +0.9% |
| ACHR Archer Aviation Inc. Class A | 0.00% | 993 | $11K | New |
| WFC Wells Fargo & Co. | 0.00% | 132 | $11K | Add +26.9% |
| USIG iShares Broad Usd Investment | 0.00% | 206 | $11K | Add +7.3% |
| SHEL Shell PLC-ADR | 0.00% | 150 | $11K | Reduce -3.2% |
| DOW Dow Inc. | 0.00% | 397 | $11K | Add +0.3% |
| IGV iShares Expanded Tech-Softwa | 0.00% | 96 | $11K | No change |
| NKE Nike Inc. Class B | 0.00% | 147 | $10K | Reduce -70.2% |
| USB US Bancorp | 0.00% | 229 | $10K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 244 | $10K | No change |
| ELF Elf Beauty Inc. | 0.00% | 82 | $10K | No change |
| IWD iShares Russell 1000 Value E | 0.00% | 51 | $10K | Reduce -15.0% |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 713 | $10K | No change |
| DNLI Denali Therapeutics Inc. | 0.00% | 700 | $10K | No change |
| SYM Symbotic Inc. | 0.00% | 252 | $10K | No change |
| FHN First Horizon Corp. | 0.00% | 461 | $10K | Add +0.7% |
| VOX Vanguard Communication Servi | 0.00% | 56 | $10K | No change |
| MET Metlife Inc. | 0.00% | 119 | $10K | Reduce -45.4% |
| RGA Reinsurance Group of America | 0.00% | 48 | $10K | No change |
| SITE Siteone Landscape Supply Inc. | 0.00% | 78 | $9K | No change |
| DHR Danaher Corp. | 0.00% | 46 | $9K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 51 | $9K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 37 | $9K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 106 | $9K | Add +0.9% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.00% | 149 | $9K | No change |
| CPAY Corpay Inc. | 0.00% | 26 | $9K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 116 | $9K | Reduce -49.1% |
| NET Cloudflare Inc. Class A | 0.00% | 44 | $9K | Add +7.3% |
| KBWB Invesco KBW Bank ETF | 0.00% | 119 | $9K | New |
| DBX Dropbox Inc. Class A | 0.00% | 296 | $8K | No change |
| INBK First Internet Bancorp | 0.00% | 306 | $8K | No change |
| SMIG Bahl & Gaynor S/M Inc. Growth | 0.00% | 284 | $8K | New |
| AGG iShares Core U.S. Aggregate | 0.00% | 82 | $8K | No change |
| RRX Regal Rexnord Corp. | 0.00% | 56 | $8K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 102 | $8K | Add +6.3% |
| WAB Wabtec Corp. | 0.00% | 38 | $8K | No change |
| PAVE Global X US Infrastructure | 0.00% | 180 | $8K | New |
| PPA Invesco Aerospace & Defense | 0.00% | 54 | $8K | New |
| SAP Sap SE-Sponsored ADR | 0.00% | 25 | $8K | New |
| BE Bloom Energy Corp. Class A | 0.00% | 310 | $7K | Add +18.3% |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 127 | $7K | Reduce -64.6% |
| ARM Arm Holdings PLC-ADR | 0.00% | 44 | $7K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 51 | $7K | No change |
| FFIV F5 Inc. | 0.00% | 24 | $7K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.00% | 36 | $7K | Add +2.9% |
| ITW Illinois Tool Works | 0.00% | 27 | $7K | No change |
| IUSV iShares Core S&P U.S. Value | 0.00% | 70 | $7K | New |
| NUE Nucor Corp. | 0.00% | 51 | $7K | Reduce -98.8% |
| ESPO Vaneck Videogaming Esports | 0.00% | 60 | $7K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 16 | $7K | No change |
| STZ Constellation Brands Inc. Class A | 0.00% | 40 | $7K | No change |
| IONQ Ionq Inc. | 0.00% | 150 | $6K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 147 | $6K | Reduce -28.6% |
| DFSD Dimensional Short Duration | 0.00% | 126 | $6K | No change |
| OSUR Orasure Technologies Inc. | 0.00% | 2,000 | $6K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 40 | $6K | No change |
| APP AppLovin Corp. Class A | 0.00% | 17 | $6K | Add +6.3% |
| RGTI Rigetti Computing Inc. | 0.00% | 500 | $6K | No change |
| APH Amphenol Corp. Class A | 0.00% | 60 | $6K | Add +15.4% |
| DPZ Domino's Pizza Inc. | 0.00% | 13 | $6K | No change |
| FUTY Fidelity MSCI US Utilities | 0.00% | 110 | $6K | New |
| BLOK Amplify Blockchain Tech ETF | 0.00% | 101 | $6K | No change |
| SKYY First Trust Cloud Computing | 0.00% | 46 | $6K | New |
| MCO Moody's Corp. | 0.00% | 11 | $6K | No change |
| SOUN Soundhound AI Inc. Class A | 0.00% | 514 | $6K | Add +87.6% |
| EFX Equifax Inc. | 0.00% | 21 | $5K | No change |
| MAR Marriott International Class A | 0.00% | 20 | $5K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 77 | $5K | Add +1.3% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 100 | $5K | No change |
| SCHW Schwab (charles) Corp. | 0.00% | 57 | $5K | Add +72.7% |
| FLR Fluor Corp. | 0.00% | 100 | $5K | New |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 1,000 | $5K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 20 | $5K | No change |
| FAST Fastenal Co. | 0.00% | 118 | $5K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 91 | $5K | New |
| D Dominion Energy Inc. | 0.00% | 87 | $5K | Reduce -43.5% |
| SAM Boston Beer Company Inc. Class A | 0.00% | 25 | $5K | No change |
| FTS Fortis Inc. | 0.00% | 99 | $5K | No change |
| FNX First Trust Mid Cap Core Alp | 0.00% | 41 | $5K | No change |
| EWBC East West Bancorp Inc. | 0.00% | 47 | $5K | Add +2.2% |
| EMLP First Trust North American E | 0.00% | 125 | $5K | Add +635.3% |
| CTSH Cognizant Tech Solutions-A | 0.00% | 57 | $4K | No change |
| CHWY Chewy Inc. Class A | 0.00% | 104 | $4K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 386 | $4K | Add +16.6% |
| AIQ Global X Art Intel & Tech | 0.00% | 100 | $4K | No change |
| MS Morgan Stanley | 0.00% | 31 | $4K | Add +93.8% |
| SWKS Skyworks Solutions Inc. | 0.00% | 57 | $4K | No change |
| AMT American Tower Corp. | 0.00% | 19 | $4K | No change |
| BND Vanguard Total Bond Market | 0.00% | 57 | $4K | New |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 40 | $4K | No change |
| DLR Digital Realty Trust Inc. | 0.00% | 23 | $4K | No change |
| SBAC SBA Communications Corp. | 0.00% | 17 | $4K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 65 | $4K | New |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 30 | $4K | Reduce -16.7% |
| IP International Paper Co. | 0.00% | 83 | $4K | No change |
| IFRA iShares US Infrastructure | 0.00% | 77 | $4K | New |
| VEEV Veeva Systems Inc. Class A | 0.00% | 13 | $4K | Add +44.4% |
| OMC Omnicom Group | 0.00% | 51 | $4K | No change |
| MCK McKesson Corp. | 0.00% | 5 | $4K | Add +66.7% |
| VCIT Vanguard Int-Term Corporate | 0.00% | 44 | $4K | New |
| FICO Fair Isaac Corp. | 0.00% | 2 | $4K | No change |
| HSY The Hershey Co. | 0.00% | 22 | $4K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 141 | $4K | Add +1310.0% |
| MAS Masco Corp. | 0.00% | 56 | $4K | Add +1.8% |
| TIP iShares Tips Bond ETF | 0.00% | 32 | $4K | New |
| GSK GSK PLC-Spon ADR | 0.00% | 90 | $3K | No change |
| TDOC Teladoc Health Inc. | 0.00% | 382 | $3K | No change |
| ETR Entergy Corp. | 0.00% | 40 | $3K | No change |
| MEC Mayville Engineering Co. Inc. | 0.00% | 200 | $3K | No change |
| GPC Genuine Parts Co. | 0.00% | 26 | $3K | No change |
| RELX Relx PLC - Spon ADR | 0.00% | 58 | $3K | New |
| HL Hecla Mining Co. | 0.00% | 525 | $3K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 72 | $3K | No change |
| AA Alcoa Corp. | 0.00% | 106 | $3K | Add +0.9% |
| GIS General Mills Inc. | 0.00% | 56 | $3K | No change |
| STKL Sunopta Inc. | 0.00% | 500 | $3K | New |
| ONDS Ondas Inc. filed as ONDAS HLDGS INC | 0.00% | 1,500 | $3K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 7 | $3K | Add +16.7% |
| KVUE Kenvue Inc. | 0.00% | 130 | $3K | No change |
| DASH DoorDash Inc. Class A | 0.00% | 11 | $3K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 10 | $3K | New |
| MELI MercadoLibre Inc. | 0.00% | 1 | $3K | New |
| IYY iShares Dow Jones U.S. ETF | 0.00% | 17 | $3K | Reduce -97.2% |
| DECK Deckers Outdoor Corp. | 0.00% | 24 | $2K | No change |
| PFFD Global X US Preferred ETF | 0.00% | 131 | $2K | Add +1.6% |
| LYB Lyondellbasell Indu Class A | 0.00% | 42 | $2K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 72 | $2K | No change |
| VTRS Viatris Inc. | 0.00% | 264 | $2K | Reduce -16.7% |
| CBOE Cboe Global Markets Inc. | 0.00% | 10 | $2K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 100 | $2K | Reduce -87.5% |
| WMG Warner Music Group Corp. Class A | 0.00% | 81 | $2K | No change |
| PENN Penn Entertainment Inc. | 0.00% | 122 | $2K | No change |
| VAW Vanguard Materials ETF | 0.00% | 11 | $2K | New |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 24 | $2K | New |
| EVRG Evergy Inc. | 0.00% | 30 | $2K | No change |
| WMS Advanced Drainage Systems Inc. | 0.00% | 17 | $2K | No change |
| DBEU Xtrackers MSCI Europe Hedged | 0.00% | 44 | $2K | No change |
| PLAB Photronics Inc. | 0.00% | 102 | $2K | Reduce -70.8% |
| LIT Global X Lithium & Battery T | 0.00% | 50 | $2K | No change |
| COF Capital One Financial Corp. | 0.00% | 9 | $2K | New |
| IEMG iShares Core MSCI Emerging | 0.00% | 31 | $2K | Reduce -89.3% |
| WMB Williams Cos Inc. | 0.00% | 30 | $2K | No change |
| MNST Monster Beverage Corp. | 0.00% | 30 | $2K | No change |
| WDC Western Digital Corp. | 0.00% | 29 | $2K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 90 | $2K | No change |
| BEP Brookfield Renewable Partner | 0.00% | 72 | $2K | No change |
| REZI Resideo Technologies Inc. | 0.00% | 83 | $2K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 20 | $2K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 9 | $2K | Reduce -99.8% |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 150 | $2K | No change |
| KLG WK Kellogg Co. | 0.00% | 105 | $2K | No change |
| VONG Vanguard Russell 1000 Growth | 0.00% | 15 | $2K | No change |
| GLDM SPDR Gold Minishares Trust | 0.00% | 25 | $2K | No change |
| OGN Organon & Co. | 0.00% | 167 | $2K | Reduce -18.1% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 23 | $2K | New |
| CUBE Cubesmart | 0.00% | 36 | $2K | No change |
| TDG Transdigm Group Inc. | 0.00% | 1 | $2K | New |
| NGG National Grid PLC-SP ADR | 0.00% | 20 | $1K | New |
| RSG Republic Services Inc. | 0.00% | 6 | $1K | Reduce -85.7% |
| LUV Southwest Airlines Co. | 0.00% | 44 | $1K | New |
| TEAM Atlassian Corp. Class A | 0.00% | 7 | $1K | No change |
| SSD Simpson Manufacturing Co. Inc. | 0.00% | 9 | $1K | No change |
| BTI British American Tob-SP ADR | 0.00% | 29 | $1K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.00% | 61 | $1K | Add +1.7% |
| OPEN Opendoor Technologies Inc. | 0.00% | 2,500 | $1K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.00% | 57 | $1K | Add +1.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.00% | 58 | $1K | Add +1.8% |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 43 | $1K | New |
| NTRS Northern Trust Corp. | 0.00% | 10 | $1K | No change |
| LCID Lucid Group Inc. | 0.00% | 600 | $1K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 7 | $1K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 15 | $1K | No change |
| GMAB Genmab A/S -SP ADR | 0.00% | 60 | $1K | New |
| KR Kroger Co. | 0.00% | 17 | $1K | No change |
| EOG EOG Resources Inc. | 0.00% | 10 | $1K | No change |
| BAX Baxter International Inc. | 0.00% | 39 | $1K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 20 | $1K | No change |
| ALLY Ally Financial Inc. | 0.00% | 30 | $1K | Add +3.5% |
| VFH Vanguard Financials ETF | 0.00% | 9 | $1K | No change |
| BLRX Biolinerx Ltd.-Spons ADR | 0.00% | 250 | $1K | Reduce -16.7% |
| OKE Oneok Inc. | 0.00% | 14 | $1K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 14 | $1K | New |
| CSIQ Canadian Solar Inc. | 0.00% | 100 | $1K | No change |
| MLM Martin Marietta Materials | 0.00% | 2 | $1K | New |
| NVCR Novocure Ltd. | 0.00% | 60 | $1K | No change |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.00% | 32 | $1K | No change |
| WAT Waters Corp. | 0.00% | 3 | $1K | No change |
| NEOG Neogen Corp. | 0.00% | 214 | $1K | New |
| NTRA Natera Inc. | 0.00% | 6 | $1K | New |
| TFII Tfi International Inc. | 0.00% | 11 | $986 | New |
| LMB Limbach Holdings Inc. | 0.00% | 7 | $981 | New |
| EEM iShares MSCI Emerging Market | 0.00% | 20 | $965 | No change |
| MRP Millrose Properties | 0.00% | 33 | $941 | Reduce -93.9% |
| WCN Waste Connections Inc. | 0.00% | 5 | $934 | New |
| WTW Willis Towers Watson PLC | 0.00% | 3 | $920 | No change |
| DNN Denison Mines Corp. | 0.00% | 500 | $910 | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 10 | $890 | New |
| WEX Wex Inc. | 0.00% | 6 | $881 | No change |
| GNRC Generac Holdings Inc. | 0.00% | 6 | $859 | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 6 | $841 | No change |
| KMI Kinder Morgan Inc. | 0.00% | 28 | $823 | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 5 | $819 | No change |
| NTES Netease Inc.-ADR | 0.00% | 6 | $807 | New |
| HE Hawaiian Electric Inds | 0.00% | 73 | $774 | No change |
| PWR Quanta Services Inc. | 0.00% | 2 | $756 | New |
| FIGS Figs Inc. Class A | 0.00% | 130 | $733 | No change |
| HUM Humana Inc. | 0.00% | 3 | $733 | No change |
| NLOP Net Lease Office Property | 0.00% | 22 | $716 | No change |
| HAL Halliburton Co. | 0.00% | 34 | $687 | Add +3.0% |
| HBAN Huntington Bancshares Inc. | 0.00% | 41 | $687 | Reduce -92.8% |
| SCHO Schwab Short-Term US Treas | 0.00% | 28 | $687 | New |
| AMX America Movil Sab DE CV | 0.00% | 37 | $664 | New |
| ODFL Old Dominion Freight Line | 0.00% | 4 | $649 | New |
| SE Sea Ltd.-ADR | 0.00% | 4 | $640 | New |
| IWN iShares Russell 2000 Value E | 0.00% | 4 | $631 | Reduce -71.4% |
| AVNS Avanos Medical Inc. | 0.00% | 51 | $624 | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.00% | 8 | $608 | No change |
| BEPC Brookfield Renewable Corp. | 0.00% | 18 | $590 | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 6 | $562 | New |
| HUBS HubSpot Inc. | 0.00% | 1 | $557 | New |
| HITI High Tide Inc. | 0.00% | 240 | $552 | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 11 | $529 | New |
| GTX Garrett Motion Inc. | 0.00% | 50 | $526 | No change |
| NICE Nice Ltd. - Spon ADR | 0.00% | 3 | $507 | New |
| VLTO Veralto Corp. | 0.00% | 5 | $505 | No change |
| FOXA Fox Corp. Class A | 0.00% | 9 | $504 | New |
| NGD New Gold Inc. | 0.00% | 100 | $495 | No change |
| ASIX Advansix Inc. | 0.00% | 20 | $475 | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 10 | $451 | No change |
| XLI SS Industrial Select Sector | 0.00% | 3 | $443 | New |
| FVRR Fiverr International Ltd. | 0.00% | 15 | $440 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 8 | $430 | No change |
| SNDK Sandisk Corp. | 0.00% | 9 | $408 | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 3 | $377 | No change |
| IWV iShares Russell 3000 ETF | 0.00% | 1 | $351 | Reduce -75.0% |
| CRL Charles River Laboratories | 0.00% | 2 | $303 | No change |
| INSM Insmed Inc. | 0.00% | 3 | $302 | New |
| GLOB Globant SA | 0.00% | 3 | $273 | No change |
| IBB iShares Biotechnology ETF | 0.00% | 2 | $253 | Reduce -100.0% |
| ITB iShares U.S. Home Constructi | 0.00% | 2 | $188 | New |
| NWSA News Corp. Class A | 0.00% | 6 | $178 | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 2 | $170 | No change |
| PLUG Plug Power Inc. | 0.00% | 100 | $149 | No change |
| EDIT Editas Medicine Inc. | 0.00% | 50 | $110 | No change |
| PGX Invesco Preferred ETF | 0.00% | 9 | $102 | New |
| SRVR Pacer Data & Infrastructure | 0.00% | 3 | $97 | New |
| ETHE Grayscale Ethereum Staking E | 0.00% | 4 | $83 | No change |
| GNPX Genprex Inc. | 0.00% | 250 | $57 | No change |
| EMBC Embecta Corp. | 0.00% | 5 | $48 | Reduce -70.6% |
| NMM Navios Maritime Partners LP | 0.00% | 1 | $38 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 9 | $28 | No change |
| ZIMV Zimvie Inc. | 0.00% | 2 | $19 | No change |
| UAA Under Armour Inc. Class A | 0.00% | 1 | $7 | Reduce -97.2% |
| UA Under Armour Inc. Class C | 0.00% | 1 | $6 | No change |
| TTNP Titan Pharmaceuticals Inc. | 0.00% | 1 | $4 | No change |
| HEALTHY CHOICE WELLNESS CORP | 0.00% | 1 | $0 | No change |