| AAPL Apple Inc. | 8.40% | 79,456 | $21.6M | Reduce -2.5% |
| XLK SS Technology Select Sector | 4.20% | 74,970 | $10.8M | Reduce -3.8% |
| SPLV Invesco S&P 500 Low Volatili | 3.81% | 137,320 | $9.8M | Add +0.9% |
| JPIE JPMorgan Income ETF | 3.50% | 194,134 | $9.0M | Add +20.6% |
| BX Blackstone Inc. | 3.21% | 53,532 | $8.3M | Reduce -2.4% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 2.98% | 77,135 | $7.7M | Add +91.5% |
| JPM JPMorgan Chase & Co. | 2.79% | 22,295 | $7.2M | Reduce -0.1% |
| NOBL Proshares S&P 500 Dividend A | 2.45% | 60,573 | $6.3M | Add +0.5% |
| MSFT Microsoft Corp. | 2.43% | 12,895 | $6.2M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.16% | 17,713 | $5.5M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 2.07% | 16,928 | $5.3M | Reduce -2.7% |
| JEPI JPMorgan Equity Premium Inco | 1.95% | 87,464 | $5.0M | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.91% | 14,651 | $4.9M | Add +4.0% |
| VCIT Vanguard Int-Term Corporate | 1.90% | 58,452 | $4.9M | Add +4.4% |
| KKR KKR & Co. Inc. | 1.89% | 38,045 | $4.8M | Reduce -2.8% |
| RSP Invesco S&P 500 Equal Weight | 1.82% | 24,495 | $4.7M | Add +4.4% |
| AMZN Amazon.com Inc. | 1.55% | 17,304 | $4.0M | Add +1.1% |
| APO Apollo Global Management Inc. | 1.32% | 23,527 | $3.4M | Reduce -2.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.30% | 63,337 | $3.3M | Add +72.8% |
| VPU Vanguard Utilities ETF | 1.20% | 16,719 | $3.1M | Add +29.3% |
| GS Goldman Sachs Group Inc. | 1.19% | 3,476 | $3.1M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.15% | 9,956 | $2.9M | Reduce -3.4% |
| VFH Vanguard Financials ETF | 1.15% | 22,087 | $2.9M | Add +0.7% |
| VHT Vanguard Health Care ETF | 1.09% | 9,738 | $2.8M | Add +3.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.06% | 12,811 | $2.7M | Reduce -0.9% |
| WELL Welltower Inc. | 1.05% | 14,558 | $2.7M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 3,918 | $2.7M | Add +5.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.99% | 50,597 | $2.5M | Reduce -4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 4,589 | $2.3M | Reduce -4.1% |
| VYM Vanguard High DVD Yield ETF | 0.87% | 15,547 | $2.2M | Add +4.0% |
| PHO Invesco Water Resources ETF | 0.83% | 30,199 | $2.1M | Add +8.3% |
| GLD SPDR Gold Shares | 0.81% | 5,234 | $2.1M | Add +12.8% |
| NVDA Nvidia Corp. | 0.79% | 10,935 | $2.0M | Add +1.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.77% | 22,212 | $2.0M | Reduce -0.8% |
| SCMB Schwab Municipal Bond ETF | 0.74% | 73,970 | $1.9M | Add +3.0% |
| ALLW State Street Brgwtr All WTHR | 0.71% | 66,164 | $1.8M | Add +104.8% |
| JNJ Johnson & Johnson | 0.69% | 8,586 | $1.8M | Add +1.3% |
| VDE Vanguard Energy ETF | 0.67% | 13,719 | $1.7M | Reduce -2.2% |
| PAVE Global X US Infrastructure | 0.62% | 33,324 | $1.6M | Add +3.2% |
| LLY Eli Lilly & Co. | 0.60% | 1,425 | $1.5M | Add +0.4% |
| FLOT iShares Floating Rate Bond E | 0.59% | 29,978 | $1.5M | Add +29.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.58% | 21,047 | $1.5M | Reduce -1.0% |
| WMT Walmart Inc. | 0.55% | 12,588 | $1.4M | Reduce -2.1% |
| SLV iShares Silver Trust | 0.53% | 21,020 | $1.4M | Add +8.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 5,205 | $1.3M | Reduce -2.1% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.52% | 10,793 | $1.3M | Add +81.6% |
| XLRE SS Real Estate Select Sector | 0.51% | 32,619 | $1.3M | Add +8.3% |
| GSEW Goldman Sachs Eql WGHT Large | 0.50% | 15,225 | $1.3M | Add +9.8% |
| SOXX iShares Semiconductor ETF | 0.50% | 4,240 | $1.3M | Add +2.1% |
| IVES Dan Wedbush AI Rev ETF | 0.48% | 39,028 | $1.2M | Add +61.3% |
| KO The Coca-Cola Co. | 0.47% | 17,334 | $1.2M | Add +1.4% |
| DVY iShares Select Dividend ETF | 0.46% | 8,288 | $1.2M | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 5,199 | $1.1M | Reduce -2.3% |
| XLV SS Health Care Select Sector | 0.44% | 7,349 | $1.1M | Add +5.2% |
| IBB iShares Biotechnology ETF | 0.44% | 6,653 | $1.1M | Add +5.7% |
| SCHW Schwab (charles) Corp. | 0.43% | 11,193 | $1.1M | Reduce -0.8% |
| VXUS Vanguard Total Intl Stock | 0.41% | 13,941 | $1.1M | Add +14.6% |
| XLF SS Financial Select Sector | 0.39% | 18,317 | $1.0M | Add +4.3% |
| SMH Vaneck Semiconductor ETF | 0.39% | 2,782 | $1.0M | Reduce -1.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.39% | 5,587 | $991K | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 1,564 | $961K | Reduce -2.3% |
| RSPA Invesco S&P 500 Ew Income Ad | 0.37% | 18,636 | $950K | Reduce -0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 3,268 | $948K | Add +0.7% |
| EVR Evercore Inc. Class A | 0.36% | 2,729 | $928K | Reduce -2.9% |
| DLR Digital Realty Trust Inc. | 0.36% | 8,905 | $913K | Add +121.1% |
| CG The Carlyle Group Inc. | 0.36% | 15,445 | $913K | Reduce -4.3% |
| XLP SS Consumer Staples Sel Sect | 0.35% | 11,696 | $909K | Add +1.5% |
| HACK Amplify Cybersecurity ETF | 0.35% | 11,194 | $900K | Add +1.4% |
| FTMA FR Massachusetts Mun Inc. ETF | 0.35% | 99,756 | $899K | New |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.35% | 6,296 | $889K | Add +1.4% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 31,619 | $867K | Add +11.7% |
| VZ Verizon Communications Inc. | 0.34% | 21,173 | $862K | Reduce -0.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.33% | 20,102 | $858K | No change |
| PG The Procter & Gamble Co. | 0.33% | 5,961 | $854K | Add +6.3% |
| VNQ Vanguard Real Estate ETF | 0.33% | 9,522 | $843K | Add +7.2% |
| VIGI Vanguard Int Div App Indx FD | 0.32% | 9,023 | $825K | Add +2.7% |
| KMI Kinder Morgan Inc. | 0.31% | 29,428 | $809K | Reduce -1.3% |
| PSP Invesco Global Listed Privat | 0.31% | 12,024 | $807K | Add +26.7% |
| ADI Analog Devices Inc. | 0.30% | 2,800 | $759K | Reduce -40.9% |
| PFF iShares Preferred & Income S | 0.29% | 24,274 | $752K | Add +7.2% |
| MCD McDonald's Corp. | 0.29% | 2,405 | $735K | Reduce -3.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 2,397 | $724K | Add +0.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.28% | 6,464 | $723K | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.28% | 1,051 | $720K | Add +0.1% |
| AVGO Broadcom Inc. | 0.27% | 1,974 | $683K | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 0.26% | 1,432 | $678K | Reduce -8.4% |
| WAT Waters Corp. | 0.26% | 1,750 | $665K | Add +4.8% |
| MAR Marriott International Class A | 0.25% | 2,075 | $644K | No change |
| ICVT iShares Convertible Bond ETF | 0.24% | 6,185 | $609K | Reduce -1.5% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 11,286 | $609K | Add +29.4% |
| PFE Pfizer Inc. | 0.24% | 24,445 | $609K | Add +35.5% |
| ABBV Abbvie Inc. | 0.23% | 2,578 | $589K | Reduce -3.5% |
| MRK Merck & Co. Inc. | 0.22% | 5,404 | $569K | Add +9.1% |
| BUG Global X Cybersecurity ETF | 0.21% | 18,099 | $551K | Add +2.0% |
| AMAT Applied Materials Inc. | 0.21% | 2,092 | $538K | No change |
| DUK Duke Energy Corp. | 0.21% | 4,564 | $535K | Add +0.3% |
| BLK BlackRock Inc. | 0.21% | 496 | $531K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.21% | 4,767 | $529K | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 9,548 | $525K | Reduce -0.4% |
| MS Morgan Stanley | 0.20% | 2,944 | $523K | Add +0.2% |
| C Citigroup Inc. | 0.20% | 4,381 | $511K | Reduce -2.7% |
| SDY SS SPDR S&P Dividend ETF | 0.20% | 3,638 | $506K | Reduce -0.3% |
| FTCS First Trust Capital Strength | 0.20% | 5,434 | $503K | Reduce -9.5% |
| SO The Southern Co. | 0.19% | 5,734 | $500K | Add +0.1% |
| EEM iShares MSCI Emerging Market | 0.19% | 8,905 | $487K | Add +9.8% |
| LOW Lowe's Cos Inc. | 0.18% | 1,949 | $470K | Reduce -0.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 984 | $461K | Reduce -2.5% |
| MFC Manulife Financial Corp. | 0.17% | 12,306 | $446K | Reduce -5.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.17% | 5,525 | $445K | Add +6.2% |
| MC Moelis & Co. Class A | 0.17% | 6,460 | $444K | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.17% | 760 | $435K | Reduce -16.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 2,273 | $434K | Reduce -2.4% |
| MO Altria Group Inc. | 0.17% | 7,414 | $427K | Add +6.2% |
| VDC Vanguard Consumer Staple ETF | 0.17% | 2,017 | $426K | Add +11.0% |
| WFC Wells Fargo & Co. | 0.16% | 4,537 | $423K | Reduce -4.2% |
| AMGN Amgen Inc. | 0.16% | 1,289 | $422K | Add +9.8% |
| NGG National Grid PLC-SP ADR | 0.16% | 5,433 | $420K | No change |
| JOET Virtus Terranova US Qual Mom | 0.16% | 9,999 | $420K | Add +53.2% |
| BXP BXP Inc. | 0.16% | 6,166 | $416K | Add +0.3% |
| KEY Keycorp | 0.16% | 19,923 | $411K | Reduce -7.4% |
| SPG Simon Property Group Inc. | 0.15% | 2,124 | $393K | Add +2.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 786 | $378K | Add +14.7% |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 3,914 | $377K | Add +25.3% |
| VAW Vanguard Materials ETF | 0.15% | 1,810 | $376K | Add +8.8% |
| LAZ Lazard Inc. | 0.14% | 7,674 | $373K | Reduce -1.2% |
| WM Waste Management Inc. | 0.14% | 1,674 | $368K | Reduce -2.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.14% | 13,031 | $366K | Add +0.9% |
| QQQA Proshares NSDQ 100 D/W Mom | 0.13% | 6,698 | $335K | Reduce -4.0% |
| MOO Vaneck Agribusiness ETF | 0.13% | 4,556 | $332K | Add +7.5% |
| PLD Prologis Inc. | 0.13% | 2,585 | $330K | Add +2.5% |
| ADP Automatic Data Processing | 0.13% | 1,260 | $324K | No change |
| T AT&T Inc. | 0.13% | 12,982 | $322K | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.12% | 501 | $314K | Add +5.3% |
| IJR iShares Core S&P Small-Cap E | 0.12% | 2,606 | $313K | Reduce -14.1% |
| REET iShares Global REIT ETF | 0.12% | 12,501 | $312K | New |
| HD Home Depot Inc. | 0.12% | 899 | $309K | Reduce -3.1% |
| TSLA Tesla Inc. | 0.12% | 687 | $309K | Add +5.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.12% | 4,788 | $307K | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 2,787 | $297K | Add +1.5% |
| ARCC Ares Capital Corp. | 0.11% | 14,039 | $284K | Reduce -6.0% |
| MA Mastercard Inc. Class A | 0.11% | 491 | $280K | Add +10.3% |
| VEGI iShares MSCI Agriculture Pro | 0.11% | 7,209 | $278K | Add +29.4% |
| VTWO Vanguard Russell 2000 ETF | 0.11% | 2,779 | $277K | Reduce -5.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 559 | $273K | No change |
| UNH Unitedhealth Group Inc. | 0.10% | 797 | $263K | Add +29.8% |
| ABT Abbott Laboratories | 0.10% | 2,095 | $262K | Reduce -1.4% |
| IWM iShares Russell 2000 ETF | 0.10% | 1,056 | $260K | New |
| IJH iShares Core S&P Midcap ETF | 0.10% | 3,778 | $249K | Add +0.1% |
| AFL Aflac Inc. | 0.09% | 2,200 | $243K | No change |
| KMB Kimberly-Clark Corp. | 0.09% | 2,380 | $240K | New |
| CL Colgate-Palmolive Co. | 0.09% | 2,837 | $224K | Reduce -13.6% |
| RTX RTX Corp. | 0.09% | 1,198 | $220K | Reduce -2.4% |
| PEP Pepsico Inc. | 0.08% | 1,507 | $216K | Reduce -9.1% |
| UTWO F/M US Treasury 2 Year Note | 0.08% | 4,454 | $216K | Add +0.4% |
| RDNT Radnet Inc. | 0.08% | 3,000 | $214K | Reduce -40.3% |
| PANW Palo Alto Networks Inc. | 0.08% | 1,162 | $214K | No change |
| PHYS Sprott Physical Gold Trust | 0.08% | 6,417 | $212K | New |
| DELL Dell Technologies -C | 0.08% | 1,678 | $211K | Reduce -12.1% |
| WCLD Wisdomtree Cloud Computing | 0.08% | 5,974 | $209K | Reduce -11.4% |
| FDX FedEx Corp. | 0.08% | 719 | $208K | New |
| PFXF Vaneck Pref Sec X-Financials | 0.08% | 11,461 | $202K | Reduce -2.5% |
| AGNC AGNC Investment Corp. | 0.07% | 16,335 | $175K | Add +2.1% |
| GBDC Golub Capital BDC Inc. | 0.07% | 12,428 | $169K | Add +4.8% |
| PFD Flaherty & Crumrin Pre&inc F | 0.06% | 13,260 | $157K | No change |
| PGX Invesco Preferred ETF | 0.06% | 13,492 | $152K | Add +17.5% |
| PLUG Plug Power Inc. | 0.02% | 28,166 | $55K | Add +27.1% |
| HYLN Hyliion Holdings Corp. | 0.01% | 20,006 | $37K | No change |
| INVZ Innoviz Technologies Ltd. | 0.01% | 30,124 | $26K | Add +30.3% |