| DJUL FT Vest US Equity Deep Buffe | 10.26% | 762,538 | $31.2M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 7.65% | 84,603 | $23.3M | Add +0.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 7.28% | 422,569 | $22.1M | Add +892.0% |
| VOO Vanguard S&P 500 ETF | 6.53% | 38,607 | $19.8M | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 6.44% | 908,303 | $19.6M | Reduce -4.2% |
| CVLC Calvert US L-C CR Resp Index | 6.31% | 278,164 | $19.2M | Add +1.1% |
| DOCT FT Vest U.S. Equity Deep Buf | 3.91% | 309,983 | $11.9M | Add +8624.5% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 3.89% | 520,533 | $11.8M | New |
| PAVE Global X US Infrastructure | 3.52% | 283,732 | $10.7M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 3.08% | 11,344 | $9.4M | Add +0.5% |
| MDT Medtronic PLC | 3.08% | 104,210 | $9.4M | No change |
| DNOV FT Vest US Equity Deep Buffe | 2.44% | 177,051 | $7.4M | Add +1.3% |
| FNOV FT Vest US Equity Buffer ETF | 2.42% | 157,764 | $7.4M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.37% | 13,519 | $7.2M | Add +521.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.35% | 19,228 | $7.1M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 2.09% | 32,801 | $6.4M | Reduce -0.2% |
| AAPL Apple Inc. | 1.78% | 24,296 | $5.4M | Add +9.8% |
| FAPR FT Vest U.S. Equity Buffer E | 1.57% | 116,636 | $4.8M | Reduce -0.7% |
| CAT Caterpillar Inc. | 1.39% | 12,778 | $4.2M | Add +1.7% |
| MLN Vaneck Long Muni ETF | 1.08% | 189,446 | $3.3M | Reduce -3.9% |
| VSGX Vanguard ESG Intl Stock ETF | 1.04% | 53,776 | $3.2M | Add +0.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.98% | 33,976 | $3.0M | Reduce -70.5% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.93% | 70,981 | $2.8M | No change |
| AVGO Broadcom Inc. | 0.83% | 15,142 | $2.5M | Add +2.5% |
| DAPR FT Vest U.S. Equity Deep Buf | 0.69% | 56,560 | $2.1M | No change |
| AMZN Amazon.com Inc. | 0.65% | 10,356 | $2.0M | Add +5.5% |
| DELL Dell Technologies -C | 0.62% | 20,771 | $1.9M | Add +0.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.58% | 13,694 | $1.8M | Add +0.1% |
| DMAY FT Vest US Equity Deep Buffe | 0.56% | 42,936 | $1.7M | Reduce -92.8% |
| QCOC FT NDQ100 CNS Buff ETF - Oct | 0.56% | 86,266 | $1.7M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.53% | 2 | $1.6M | No change |
| FMB First Trust Managed Municipa | 0.50% | 30,015 | $1.5M | Add +0.7% |
| MSFT Microsoft Corp. | 0.49% | 3,988 | $1.5M | Reduce -29.6% |
| GOOGL Alphabet Inc. Class A | 0.48% | 9,467 | $1.5M | Add +23.9% |
| GOOG Alphabet Inc. Class C | 0.48% | 9,336 | $1.5M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 0.48% | 8,528 | $1.5M | Add +0.5% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.41% | 32,108 | $1.3M | Add +0.8% |
| ADP Automatic Data Processing | 0.40% | 3,978 | $1.2M | Add +2.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 23,810 | $1.2M | Reduce -14.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.30% | 7,835 | $925K | Reduce -47.9% |
| CATH Global X S&P 500 Ca Val ETF | 0.29% | 12,846 | $867K | Add +0.6% |
| IHI iShares U.S. Medical Devices | 0.28% | 14,301 | $860K | Reduce -6.3% |
| SCHG Schwab US Large-Cap Growth | 0.24% | 29,114 | $729K | Add +17.2% |
| DMAR FT Vest US Equity Deep Buffe | 0.23% | 18,712 | $705K | Reduce -2.3% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.22% | 15,995 | $674K | Reduce -3.0% |
| NVDA Nvidia Corp. | 0.21% | 5,901 | $639K | Add +9.3% |
| CL Colgate-Palmolive Co. | 0.19% | 6,128 | $574K | Add +4.1% |
| URI United Rentals Inc. | 0.19% | 907 | $568K | Add +0.8% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.16% | 12,712 | $482K | Add +10.6% |
| FMNY First Trust NY Muni High Inc. | 0.15% | 17,673 | $464K | Add +0.9% |
| DJUN FT Vest US Equity Deep Buffe | 0.15% | 10,757 | $451K | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 1,807 | $443K | Add +44.9% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 4,386 | $441K | Add +17.3% |
| APH Amphenol Corp. Class A | 0.12% | 5,415 | $355K | New |
| META Meta Platforms Inc. Class A | 0.11% | 602 | $347K | Add +92.3% |
| ABBV Abbvie Inc. | 0.11% | 1,574 | $329K | Add +28.7% |
| WMT Walmart Inc. | 0.11% | 3,701 | $324K | Add +437.9% |
| ABT Abbott Laboratories | 0.11% | 2,412 | $320K | Add +22.1% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 1,814 | $314K | Add +5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 536 | $299K | Add +4.5% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.09% | 2,715 | $270K | Add +124.9% |
| COST Costco Wholesale Corp. | 0.08% | 272 | $258K | Add +35.3% |
| IGV iShares Expanded Tech-Softwa | 0.08% | 2,821 | $251K | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 515 | $241K | Add +605.5% |
| JNJ Johnson & Johnson | 0.08% | 1,459 | $241K | Add +107.2% |
| FFEB FT Vest US Equity Buffer ETF | 0.08% | 4,763 | $232K | Reduce -12.5% |
| NEE Nextera Energy Inc. | 0.07% | 3,226 | $228K | Add +4.2% |
| SCHI Schwab 5-10 Year Corporate B | 0.07% | 10,056 | $225K | Reduce -41.5% |
| V Visa Inc. Class A | 0.07% | 627 | $219K | Add +47.2% |
| FJUL FT Vest US Equity Buffer ETF | 0.06% | 3,960 | $188K | No change |
| PG The Procter & Gamble Co. | 0.06% | 1,074 | $183K | Add +184.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 3,613 | $176K | Reduce -25.6% |
| XLC SS Comm Select Sector SPDR | 0.06% | 1,747 | $168K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 670 | $166K | Add +75.4% |
| HD Home Depot Inc. | 0.05% | 450 | $165K | Add +122.8% |
| VZ Verizon Communications Inc. | 0.05% | 3,509 | $159K | Add +269.0% |
| APG Api Group Corp. | 0.05% | 4,355 | $155K | No change |
| SCHF Schwab Intl Equity ETF | 0.05% | 7,546 | $149K | No change |
| WFC Wells Fargo & Co. | 0.05% | 2,051 | $147K | Add +1344.4% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 6,206 | $137K | Add +2683.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 1,412 | $132K | Reduce -12.3% |
| LOW Lowe's Cos Inc. | 0.04% | 570 | $132K | Add +41.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 3,139 | $131K | Add +6054.9% |
| CSCO Cisco Systems Inc. | 0.04% | 2,045 | $126K | Add +417.7% |
| C Citigroup Inc. | 0.04% | 1,786 | $126K | Add +8830.0% |
| MA Mastercard Inc. Class A | 0.04% | 230 | $126K | Add +75.6% |
| ADI Analog Devices Inc. | 0.04% | 624 | $125K | Add +23.3% |
| AMGN Amgen Inc. | 0.04% | 388 | $121K | Add +74.8% |
| IT Gartner Inc. | 0.04% | 283 | $118K | Add +0.3% |
| ORCL Oracle Corp. | 0.04% | 844 | $118K | Add +63.6% |
| PEP Pepsico Inc. | 0.04% | 789 | $118K | Add +69.0% |
| CRM Salesforce Inc. | 0.04% | 442 | $118K | Add +36.8% |
| XOM Exxon Mobil Corp. | 0.04% | 919 | $109K | Add +308.4% |
| UNH Unitedhealth Group Inc. | 0.04% | 207 | $108K | Add +71.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 855 | $104K | Add +53.8% |
| INTC Intel Corp. | 0.03% | 4,547 | $103K | Add +3147.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.03% | 412 | $100K | New |
| PYPL PayPal Holdings Inc. | 0.03% | 1,477 | $96K | Add +5.5% |
| VCIT Vanguard Int-Term Corporate | 0.03% | 1,132 | $92K | Reduce -1.3% |
| MU Micron Technology Inc. | 0.03% | 1,038 | $90K | Add +53.1% |
| MRK Merck & Co. Inc. | 0.03% | 985 | $88K | Add +402.6% |
| MS Morgan Stanley | 0.03% | 761 | $88K | Add +39.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.03% | 966 | $88K | Reduce -15.3% |
| LIN Linde PLC | 0.03% | 191 | $88K | Add +30.8% |
| MCD McDonald's Corp. | 0.03% | 279 | $87K | Add +24.0% |
| ELV Elevance Health Inc. | 0.03% | 199 | $86K | Add +192.7% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 1,419 | $86K | Add +624.0% |
| CVS CVS Health Corp. | 0.03% | 1,283 | $86K | Add +1681.9% |
| HLT Hilton Worldwide Holdings Inc. | 0.03% | 377 | $85K | Add +3.3% |
| AMT American Tower Corp. | 0.03% | 370 | $80K | Add +39.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 784 | $77K | Add +26.7% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.03% | 2,478 | $77K | Add +0.3% |
| FBCG Fidelity Blue Chip Grow ETF | 0.03% | 1,932 | $77K | New |
| BOND PIMCO Active Bond Exchange-T | 0.03% | 839 | $77K | No change |
| ECL Ecolab Inc. | 0.02% | 296 | $75K | Add +17.0% |
| EMR Emerson Electric Co. | 0.02% | 693 | $75K | Add +32.3% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 1,277 | $74K | Add +1.4% |
| TSCO Tractor Supply Company | 0.02% | 1,343 | $74K | Add +10.7% |
| ACN Accenture PLC Class A | 0.02% | 239 | $74K | Add +69.5% |
| CVX Chevron Corp. | 0.02% | 423 | $70K | Add +271.1% |
| EWJ iShares MSCI Japan ETF | 0.02% | 1,025 | $70K | Reduce -62.9% |
| NSC Norfolk Southern Corp. | 0.02% | 291 | $69K | Add +12.4% |
| TSLA Tesla Inc. | 0.02% | 266 | $68K | Add +87.3% |
| CHD Church & Dwight Co. Inc. | 0.02% | 614 | $67K | Add +9.8% |
| SHOP Shopify Inc. Class A | 0.02% | 709 | $67K | Add +237.6% |
| ITW Illinois Tool Works | 0.02% | 265 | $65K | Add +45.6% |
| MMM 3M Co. | 0.02% | 444 | $65K | Add +130.1% |
| BRO Brown & Brown Inc. | 0.02% | 515 | $64K | Add +1.8% |
| BND Vanguard Total Bond Market | 0.02% | 883 | $64K | Add +0.3% |
| T AT&T Inc. | 0.02% | 2,256 | $63K | Add +2156.0% |
| DHR Danaher Corp. | 0.02% | 308 | $63K | Add +20.8% |
| GM General Motors Co. | 0.02% | 1,358 | $63K | New |
| REGN Regeneron Pharmaceuticals | 0.02% | 98 | $62K | Add +30.7% |
| GILD Gilead Sciences Inc. | 0.02% | 547 | $61K | Add +72.6% |
| SCHD Schwab US DVD Equity ETF | 0.02% | 2,169 | $60K | Reduce -32.8% |
| XLK SS Technology Select Sector | 0.02% | 292 | $60K | Reduce -54.4% |
| SONY Sony Group Corp. - SP ADR | 0.02% | 2,395 | $60K | No change |
| SYK Stryker Corp. | 0.02% | 163 | $60K | Add +66.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 274 | $60K | Add +1726.7% |
| CAH Cardinal Health Inc. | 0.02% | 421 | $58K | New |
| QCOM Qualcomm Inc. | 0.02% | 378 | $58K | Add +455.9% |
| PAYX Paychex Inc. | 0.02% | 369 | $56K | Add +26.4% |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 326 | $55K | Add +20.7% |
| ED Consolidated Edison Inc. | 0.02% | 493 | $54K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.02% | 157 | $54K | Add +44.0% |
| TXN Texas Instruments Inc. | 0.02% | 301 | $54K | Add +133.3% |
| CB Chubb Ltd. | 0.02% | 180 | $54K | Add +275.0% |
| CI The Cigna Group | 0.02% | 161 | $52K | New |
| IVV iShares Core S&P 500 ETF | 0.02% | 94 | $52K | New |
| AXP American Express Co. | 0.02% | 191 | $51K | Add +193.8% |
| BDX Becton Dickinson and Co. | 0.02% | 223 | $51K | Add +74.2% |
| MCO Moody's Corp. | 0.02% | 111 | $51K | Add +32.1% |
| TRV The Travelers Cos Inc. | 0.02% | 195 | $51K | Add +219.7% |
| COR Cencora Inc. | 0.02% | 181 | $50K | New |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | 0.02% | 2,946 | $50K | No change |
| PSX Phillips 66 | 0.02% | 393 | $48K | Add +1968.4% |
| SITE Siteone Landscape Supply Inc. | 0.02% | 400 | $48K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 328 | $47K | New |
| RY Royal Bank of Canada | 0.02% | 425 | $47K | No change |
| BKR Baker Hughes Co. | 0.02% | 1,065 | $46K | New |
| O Realty Income Corp. | 0.02% | 800 | $46K | New |
| EXC Exelon Corp. | 0.01% | 986 | $45K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 253 | $45K | Add +31.8% |
| WMB Williams Cos Inc. | 0.01% | 755 | $45K | New |
| AFL Aflac Inc. | 0.01% | 396 | $44K | Add +141.5% |
| KO The Coca-Cola Co. | 0.01% | 616 | $44K | Add +220.8% |
| NFLX Netflix Inc. | 0.01% | 48 | $44K | Add +37.1% |
| SPGI S&P Global Inc. | 0.01% | 88 | $44K | New |
| VLO Valero Energy Corp. | 0.01% | 334 | $44K | New |
| KHC The Kraft Heinz Co. | 0.01% | 1,436 | $43K | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 523 | $43K | Add +5.4% |
| BX Blackstone Inc. | 0.01% | 307 | $42K | Add +42.8% |
| COF Capital One Financial Corp. | 0.01% | 236 | $42K | New |
| DE Deere & Co. | 0.01% | 89 | $41K | Add +270.8% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 196 | $41K | Add +18.8% |
| PFE Pfizer Inc. | 0.01% | 1,641 | $41K | Add +1133.8% |
| MRSH Marsh & McLennan Cos | 0.01% | 164 | $40K | New |
| UNP Union Pacific Corp. | 0.01% | 172 | $40K | Add +0.0% |
| WST West Pharmaceutical Services | 0.01% | 180 | $40K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 471 | $39K | New |
| CMCSA Comcast Corp. Class A | 0.01% | 1,048 | $38K | Add +788.1% |
| RSG Republic Services Inc. | 0.01% | 158 | $38K | Add +198.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 148 | $38K | Reduce -28.9% |
| BR Broadridge Financial Solutio | 0.01% | 156 | $37K | Add +2.0% |
| PGR Progressive Corp. | 0.01% | 131 | $37K | New |
| RTX RTX Corp. | 0.01% | 282 | $37K | Add +314.7% |
| VXUS Vanguard Total Intl Stock | 0.01% | 607 | $37K | Reduce -14.0% |
| MO Altria Group Inc. | 0.01% | 612 | $36K | Add +44.0% |
| DFS Discover Financial Services | 0.01% | 212 | $36K | Add +133.0% |
| BLK BlackRock Finance Inc. | 0.01% | 38 | $35K | Add +3700.0% |
| FISV Fiserv Inc. | 0.01% | 162 | $35K | New |
| GD General Dynamics Corp. | 0.01% | 128 | $35K | Add +19.6% |
| MET Metlife Inc. | 0.01% | 438 | $35K | Add +313.2% |
| TRGP Targa Resources Corp. | 0.01% | 176 | $35K | New |
| USB US Bancorp | 0.01% | 837 | $35K | New |
| AIG American International Group | 0.01% | 398 | $34K | New |
| HES Hess Corp. | 0.01% | 218 | $34K | New |
| IQLT iShares MSCI International Q | 0.01% | 859 | $34K | New |
| OKE Oneok Inc. | 0.01% | 344 | $34K | New |
| PNC PNC Financial Services Group | 0.01% | 199 | $34K | New |
| GLW Corning Inc. | 0.01% | 727 | $33K | Reduce -87.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.01% | 210 | $33K | Add +0.5% |
| HON Honeywell International Inc. | 0.01% | 159 | $33K | Add +835.3% |
| IVW iShares S&P 500 Growth ETF | 0.01% | 356 | $33K | Add +8.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 513 | $33K | New |
| XOP SS SPDR S&P Og Exp & Prod | 0.01% | 252 | $33K | Add +0.8% |
| XLE SS Energy Select Sector | 0.01% | 361 | $33K | Add +61.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 70 | $33K | Add +79.5% |
| ROP Roper Technologies Inc. | 0.01% | 55 | $32K | New |
| CBU Community Financial System I | 0.01% | 561 | $31K | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 302 | $31K | No change |
| MSI Motorola Solutions Inc. | 0.01% | 71 | $31K | Add +42.0% |
| USFD US Foods Holding Corp. | 0.01% | 482 | $31K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 414 | $30K | Add +1.2% |
| DD Dupont DE Nemours Inc. | 0.01% | 415 | $30K | New |
| PLD Prologis Inc. | 0.01% | 271 | $30K | New |
| SBUX Starbucks Corp. | 0.01% | 307 | $30K | Add +51.2% |
| TGT Target Corp. | 0.01% | 295 | $30K | Add +4.6% |
| AEP American Electric Power | 0.01% | 267 | $29K | Add +29.0% |
| DDOG Datadog Inc. Class A | 0.01% | 301 | $29K | Add +3.8% |
| EBAY eBay Inc. | 0.01% | 433 | $29K | New |
| FDS Factset Research Systems Inc. | 0.01% | 65 | $29K | No change |
| ALL Allstate Corp. | 0.01% | 139 | $28K | Add +595.0% |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 490 | $28K | Add +41.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 685 | $28K | New |
| WM Waste Management Inc. | 0.01% | 125 | $28K | New |
| BKNG Booking Holdings Inc. | 0.01% | 6 | $27K | New |
| PRU Prudential Financial Inc. | 0.01% | 248 | $27K | Add +217.9% |
| CP Canadian Pacific Kansas City | 0.01% | 375 | $26K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 2,677 | $26K | Add +366.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.01% | 143 | $26K | No change |
| MRNA Moderna Inc. | 0.01% | 937 | $26K | Add +10.5% |
| BSX Boston Scientific Corp. | 0.01% | 257 | $25K | New |
| DAL Delta Air Lines Inc. | 0.01% | 589 | $25K | Add +19.2% |
| SRE Sempra | 0.01% | 352 | $25K | New |
| APD Air Products & Chemicals Inc. | 0.01% | 84 | $24K | Add +162.5% |
| EIX Edison International | 0.01% | 422 | $24K | New |
| GS Goldman Sachs Group Inc. | 0.01% | 44 | $24K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 325 | $24K | Add +0.3% |
| ROST Ross Stores Inc. | 0.01% | 191 | $24K | Add +66.1% |
| SYY Sysco Corp. | 0.01% | 333 | $24K | Add +239.8% |
| TFC Truist Financial Corp. | 0.01% | 598 | $24K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 37 | $24K | No change |
| ATO Atmos Energy Corp. | 0.01% | 149 | $23K | New |
| CME Cme Group Inc. | 0.01% | 90 | $23K | New |
| CTAS Cintas Corp. | 0.01% | 115 | $23K | New |
| FDX FedEx Corp. | 0.01% | 97 | $23K | New |
| INTU Intuit Inc. | 0.01% | 38 | $23K | New |
| KMI Kinder Morgan Inc. | 0.01% | 822 | $23K | Add +64.4% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 183 | $23K | Add +0.6% |
| CMI Cummins Inc. | 0.01% | 72 | $22K | New |
| EQT Eqt Corp. | 0.01% | 424 | $22K | Add +2.7% |
| ES Eversource Energy | 0.01% | 357 | $22K | New |
| LOPE Grand Canyon Education Inc. | 0.01% | 131 | $22K | No change |
| ICE Intercontinental Exchange Inc. | 0.01% | 129 | $22K | New |
| EWJV iShares MSCI Japan Value ETF | 0.01% | 676 | $22K | Reduce -99.6% |
| MCK McKesson Corp. | 0.01% | 34 | $22K | New |
| SPOT Spotify Technology SA | 0.01% | 41 | $22K | No change |
| ADBE Adobe Inc. | 0.01% | 55 | $21K | New |
| CRH CRH PLC-Sponsored ADR | 0.01% | 239 | $21K | New |
| CSX CSX Corp. | 0.01% | 717 | $21K | New |
| CNC Centene Corp. | 0.01% | 356 | $21K | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.01% | 276 | $21K | No change |
| UPS United Parcel Service Class B | 0.01% | 197 | $21K | New |
| AON Aon PLC Class A | 0.01% | 53 | $21K | New |
| ALC Alcon Inc. filed as ALCON AG | 0.01% | 225 | $21K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 400 | $20K | No change |
| HWM Howmet Aerospace Inc. | 0.01% | 159 | $20K | New |
| OMC Omnicom Group | 0.01% | 246 | $20K | New |
| PEG Public Service Enterprise GP | 0.01% | 248 | $20K | New |
| NLY Annaly Capital Management Inc. | 0.01% | 983 | $19K | Add +275.2% |
| AMAT Applied Materials Inc. | 0.01% | 137 | $19K | New |
| CNI Canadian Natl Railway Co. | 0.01% | 200 | $19K | No change |
| CTSH Cognizant Tech Solutions-A | 0.01% | 250 | $19K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 54 | $19K | Add +285.7% |
| DRI Darden Restaurants Inc. | 0.01% | 92 | $19K | New |
| GIS General Mills Inc. | 0.01% | 332 | $19K | Add +0.0% |
| URA Global X Uranium ETF | 0.01% | 829 | $19K | Add +2.6% |
| HAL Halliburton Co. | 0.01% | 772 | $19K | New |
| LEN Lennar Corp. Class A | 0.01% | 170 | $19K | New |
| NOV Nov Inc. | 0.01% | 1,268 | $19K | New |
| TSN Tyson Foods Inc. Class A | 0.01% | 311 | $19K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 589 | $19K | New |
| WELL Welltower Inc. | 0.01% | 128 | $19K | New |
| XYL Xylem Inc. | 0.01% | 166 | $19K | No change |
| COP Conocophillips | 0.01% | 176 | $18K | New |
| HUM Humana Inc. | 0.01% | 71 | $18K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.01% | 732 | $18K | Reduce -51.9% |
| MAR Marriott International Class A | 0.01% | 76 | $18K | New |
| NKE Nike Inc. Class B | 0.01% | 296 | $18K | New |
| ORLY O'reilly Automotive Inc. | 0.01% | 13 | $18K | New |
| PCAR Paccar Inc. | 0.01% | 193 | $18K | New |
| RH RH | 0.01% | 80 | $18K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 1,700 | $18K | New |
| HIG Hartford Insurance Group Inc. | 0.01% | 138 | $17K | New |
| HSY The Hershey Co. | 0.01% | 104 | $17K | Add +1.0% |
| RWJ Invesco S&P Smallcap 600 | 0.01% | 419 | $17K | Add +0.5% |
| NOC Northrop Grumman Corp. | 0.01% | 33 | $17K | Add +94.1% |
| PM Philip Morris International | 0.01% | 112 | $17K | New |
| RS Reliance Inc. | 0.01% | 59 | $17K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 159 | $17K | New |
| DOW Dow Inc. | 0.01% | 478 | $16K | New |
| LRCX Lam Research Corp. | 0.01% | 222 | $16K | New |
| LMT Lockheed Martin Corp. | 0.01% | 37 | $16K | Add +12.1% |
| L Loews Corp. | 0.01% | 176 | $16K | New |
| SCHW Schwab (charles) Corp. | 0.01% | 217 | $16K | New |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.01% | 222 | $16K | Add +36.2% |
| JCI Johnson Controls Internation | 0.01% | 200 | $16K | New |
| AMP Ameriprise Financial Inc. | 0.00% | 31 | $15K | New |
| CHTR Charter Communications Inc. Class A | 0.00% | 41 | $15K | New |
| GEHC GE Healthcare Technology | 0.00% | 197 | $15K | New |
| NNI Nelnet Inc. Class A | 0.00% | 139 | $15K | No change |
| STT State Street Corp. | 0.00% | 168 | $15K | New |
| SYF Synchrony Financial | 0.00% | 291 | $15K | New |
| LYB Lyondellbasell Indu Class A | 0.00% | 218 | $15K | New |
| AMD Advanced Micro Devices | 0.00% | 139 | $14K | Reduce -60.3% |
| FCX Freeport-McMoran Inc. | 0.00% | 377 | $14K | Add +61.1% |
| HPQ HP Inc. | 0.00% | 533 | $14K | New |
| IWF iShares Russell 1000 Growth | 0.00% | 39 | $14K | No change |
| SNX TD Synnex Corp. | 0.00% | 144 | $14K | New |
| AWK American Water Works Co. Inc. | 0.00% | 94 | $13K | New |
| AME Ametek Inc. | 0.00% | 79 | $13K | New |
| DG Dollar General Corp. | 0.00% | 155 | $13K | New |
| FIS Fidelity National Info Serv | 0.00% | 176 | $13K | New |
| DINO HF Sinclair Corp. | 0.00% | 413 | $13K | New |
| ISRG Intuitive Surgical Inc. | 0.00% | 28 | $13K | New |
| OEF iShares S&P 100 ETF | 0.00% | 48 | $13K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 93 | $13K | New |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 28 | $13K | New |
| TTC Toro Co. | 0.00% | 182 | $13K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 42 | $13K | No change |
| WDAY Workday Inc. Class A | 0.00% | 56 | $13K | New |
| DVN Devon Energy Corp. | 0.00% | 343 | $12K | Add +71.5% |
| GE General Electric filed as GE AEROSPACE | 0.00% | 60 | $12K | New |
| IP International Paper Co. | 0.00% | 230 | $12K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 220 | $12K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 71 | $12K | New |
| QSR Restaurant Brands Intern | 0.00% | 185 | $12K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 520 | $12K | Add +261.1% |
| SHW The Sherwin-Williams Co. | 0.00% | 35 | $12K | New |
| TDG Transdigm Group Inc. | 0.00% | 9 | $12K | Add +12.5% |
| CARR Carrier Global Corp. | 0.00% | 184 | $11K | Add +291.5% |
| CCI Crown Castle Inc. | 0.00% | 106 | $11K | New |
| IWD iShares Russell 1000 Value E | 0.00% | 60 | $11K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.00% | 472 | $11K | Reduce -63.8% |
| MLI Mueller Industries Inc. | 0.00% | 150 | $11K | No change |
| NTRS Northern Trust Corp. | 0.00% | 117 | $11K | New |
| STLD Steel Dynamics Inc. | 0.00% | 93 | $11K | New |
| CPER United States Copper Index | 0.00% | 350 | $11K | No change |
| WAB Wabtec Corp. | 0.00% | 61 | $11K | New |
| AVB Avalonbay Communities Inc. | 0.00% | 49 | $10K | New |
| BA The Boeing Co. | 0.00% | 59 | $10K | Add +96.7% |
| CBRE CBRE Group Inc. Class A | 0.00% | 84 | $10K | New |
| CFG Citizens Financial Group | 0.00% | 246 | $10K | New |
| CAG Conagra Brands Inc. | 0.00% | 380 | $10K | New |
| CPAY Corpay Inc. | 0.00% | 29 | $10K | New |
| DUK Duke Energy Corp. | 0.00% | 89 | $10K | New |
| BEN Franklin Templeton Inc. | 0.00% | 533 | $10K | New |
| GPN Global Payments Inc. | 0.00% | 107 | $10K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 670 | $10K | New |
| HDV iShares Core High Dividend E | 0.00% | 89 | $10K | No change |
| MEAR Ishrs Short Mat Muni Act ETF | 0.00% | 207 | $10K | No change |
| KLAC KLA Corp. | 0.00% | 15 | $10K | New |
| KR Kroger Co. | 0.00% | 152 | $10K | New |
| KD Kyndryl Holdings Inc. | 0.00% | 342 | $10K | Add +77.2% |
| LKQ LKQ Corp. | 0.00% | 247 | $10K | New |
| NDAQ Nasdaq Inc. | 0.00% | 142 | $10K | New |
| NDSN Nordson Corp. | 0.00% | 52 | $10K | No change |
| GEN Gen Digital Inc. | 0.00% | 403 | $10K | New |
| PPG PPG Industries Inc. | 0.00% | 94 | $10K | Add +422.2% |
| PFG Principal Financial Group | 0.00% | 121 | $10K | New |
| SNPS Synopsys Inc. | 0.00% | 25 | $10K | New |
| TMUS T-Mobile US Inc. | 0.00% | 39 | $10K | New |
| UBER Uber Technologies Inc. | 0.00% | 149 | $10K | New |
| NTSX Wisdomtree US Efficient Core | 0.00% | 227 | $10K | Add +0.4% |
| TEL Te Connectivity PLC | 0.00% | 73 | $10K | New |
| BAX Baxter International Inc. | 0.00% | 279 | $9K | New |
| BIIB Biogen Inc. | 0.00% | 66 | $9K | New |
| CDNS Cadence Design SYS Inc. | 0.00% | 38 | $9K | New |
| CEG Constellation Energy | 0.00% | 46 | $9K | New |
| FPI Farmland Partners Inc. | 0.00% | 875 | $9K | No change |
| GEV GE Vernova Inc. | 0.00% | 31 | $9K | New |
| GPC Genuine Parts Co. | 0.00% | 79 | $9K | New |
| IWN iShares Russell 2000 Value E | 0.00% | 65 | $9K | No change |
| INDA iShares MSCI India ETF | 0.00% | 185 | $9K | No change |
| M Macy's Inc. | 0.00% | 763 | $9K | New |
| MOS The Mosaic Co. | 0.00% | 348 | $9K | New |
| SE Sea Ltd.-ADR | 0.00% | 69 | $9K | No change |
| XLB SS Materials Select Sector | 0.00% | 106 | $9K | Reduce -66.6% |
| SO The Southern Co. | 0.00% | 99 | $9K | New |
| SCCO Southern Copper Corp. | 0.00% | 104 | $9K | New |
| UGI Ugi Corp. | 0.00% | 293 | $9K | New |
| X United States Steel Corp. | 0.00% | 215 | $9K | New |
| DLR Digital Realty Trust Inc. | 0.00% | 59 | $8K | New |
| EOG EOG Resources Inc. | 0.00% | 66 | $8K | New |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 118 | $8K | New |
| IEF iShares 7-10 Year Treasury B | 0.00% | 87 | $8K | Reduce -100.0% |
| KEY Keycorp | 0.00% | 505 | $8K | New |
| NFG National Fuel Gas Co. | 0.00% | 102 | $8K | Add +1.0% |
| ROK Rockwell Automation Inc. | 0.00% | 32 | $8K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 73 | $8K | New |
| TPR Tapestry Inc. | 0.00% | 114 | $8K | New |
| UNM Unum Group | 0.00% | 101 | $8K | New |
| VLTO Veralto Corp. | 0.00% | 85 | $8K | No change |
| VTRS Viatris Inc. | 0.00% | 1,020 | $8K | New |
| ZTS Zoetis Inc. | 0.00% | 51 | $8K | New |
| WTW Willis Towers Watson PLC | 0.00% | 26 | $8K | New |
| ALLY Ally Financial Inc. | 0.00% | 194 | $7K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 108 | $7K | New |
| BBY Best Buy Co. Inc. | 0.00% | 100 | $7K | New |
| BF.B Brown-Forman Corp. Class B | 0.00% | 231 | $7K | Add +0.4% |
| CINF Cincinnati Financial Corp. | 0.00% | 54 | $7K | New |
| STZ Constellation Brands Inc. Class A | 0.00% | 38 | $7K | Add +58.3% |
| DHI D.R. Horton Inc. | 0.00% | 59 | $7K | New |
| D Dominion Energy Inc. | 0.00% | 140 | $7K | New |
| EQIX Equinix Inc. | 0.00% | 9 | $7K | New |
| FAST Fastenal Co. | 0.00% | 94 | $7K | New |
| FITB Fifth Third Bancorp | 0.00% | 188 | $7K | New |
| FJUN FT Vest US Equity Buff ETF-J | 0.00% | 148 | $7K | No change |
| LNC Lincoln National Corp. | 0.00% | 200 | $7K | New |
| MGM MGM Resorts International | 0.00% | 254 | $7K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 114 | $7K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 87 | $7K | New |
| PSA Public Storage | 0.00% | 24 | $7K | New |
| PWR Quanta Services Inc. | 0.00% | 29 | $7K | New |
| VTR Ventas Inc. | 0.00% | 103 | $7K | New |
| WBD Warner Bros Discovery Inc. | 0.00% | 696 | $7K | Add +2800.0% |
| AMCR Amcor PLC | 0.00% | 777 | $7K | New |
| DOX Amdocs Ltd. | 0.00% | 78 | $7K | New |
| STX Seagate Technology Holdings | 0.00% | 90 | $7K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 35 | $7K | New |
| ANET Arista Networks Inc. | 0.00% | 84 | $6K | New |
| EW Edwards Lifesciences Corp. | 0.00% | 93 | $6K | New |
| EXPE Expedia Group Inc. | 0.00% | 41 | $6K | New |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 52 | $6K | New |
| TE T1 Energy Inc. | 0.00% | 5,084 | $6K | New |
| QYLD Global X Nasd 100 Cov Call | 0.00% | 386 | $6K | Add +4.9% |
| GT Goodyear Tire & Rubber Co. | 0.00% | 753 | $6K | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 7 | $6K | New |
| HCA HCA Healthcare Inc. | 0.00% | 18 | $6K | New |
| HUBS HubSpot Inc. | 0.00% | 12 | $6K | Add +20.0% |
| XMLV Invesco S&P Midcap Low Volat | 0.00% | 100 | $6K | No change |
| MBB iShares MBS ETF | 0.00% | 73 | $6K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 64 | $6K | New |
| LVS Las Vegas Sands Corp. | 0.00% | 161 | $6K | New |
| NEM Newmont Corp. | 0.00% | 131 | $6K | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.00% | 155 | $6K | New |
| NUE Nucor Corp. | 0.00% | 55 | $6K | New |
| PPL PPL Corp. | 0.00% | 189 | $6K | New |
| PHM Pultegroup Inc. | 0.00% | 60 | $6K | New |
| BLD Topbuild Corp. | 0.00% | 22 | $6K | No change |
| WEN The Wendy's Co. | 0.00% | 425 | $6K | No change |
| WKC World Kinect Corp. | 0.00% | 216 | $6K | New |
| ABNB Airbnb Inc. Class A | 0.00% | 42 | $5K | New |
| ARE Alexandria Real Estate Equit | 0.00% | 64 | $5K | New |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.00% | 90 | $5K | No change |
| AEE Ameren Corporation | 0.00% | 58 | $5K | New |
| ADM Archer-Daniels-Midland Co. | 0.00% | 115 | $5K | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 73 | $5K | New |
| CTVA Corteva Inc. | 0.00% | 95 | $5K | New |
| DOV Dover Corp. | 0.00% | 31 | $5K | New |
| EA Electronic Arts Inc. | 0.00% | 39 | $5K | New |
| FNF Fidelity National Financial | 0.00% | 91 | $5K | New |
| RDVY First Trust Rising Dividend | 0.00% | 98 | $5K | Add +1.0% |
| HBAN Huntington Bancshares Inc. | 0.00% | 376 | $5K | New |
| TFLO iShares Treasury Floating Ra | 0.00% | 104 | $5K | New |
| KVUE Kenvue Inc. | 0.00% | 222 | $5K | New |
| MKL Markel Group Inc. | 0.00% | 3 | $5K | New |
| MLM Martin Marietta Materials | 0.00% | 11 | $5K | New |
| OTIS Otis Worldwide Corp. | 0.00% | 55 | $5K | Add +139.1% |
| PKG Packaging Corp. of America | 0.00% | 29 | $5K | New |
| RF Regions Financial Corp. | 0.00% | 251 | $5K | New |
| SIRI Sirius XM Holdings Inc. | 0.00% | 250 | $5K | New |
| SWK Stanley Black & Decker Inc. | 0.00% | 69 | $5K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 36 | $5K | New |
| ETN Eaton Corp. PLC | 0.00% | 19 | $5K | New |
| AKAM Akamai Technologies Inc. | 0.00% | 55 | $4K | New |
| EQH AXA Equitable Hldgs Inc. filed as EQH | 0.00% | 81 | $4K | New |
| BWA Borgwarner Inc. | 0.00% | 170 | $4K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 48 | $4K | New |
| CPB The Campbell's Company | 0.00% | 125 | $4K | New |
| CRBG Corebridge Financial Inc. | 0.00% | 137 | $4K | New |
| DVA Davita Inc. | 0.00% | 27 | $4K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 25 | $4K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 28 | $4K | New |
| KDP Keurig Dr Pepper Inc. | 0.00% | 130 | $4K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 61 | $4K | New |
| LEA Lear Corp. | 0.00% | 56 | $4K | New |
| MOH Molina Healthcare Inc. | 0.00% | 13 | $4K | New |
| ODFL Old Dominion Freight Line | 0.00% | 30 | $4K | New |
| PBF PBF Energy Inc. Class A | 0.00% | 223 | $4K | New |
| HSIC Henry Schein Inc. | 0.00% | 68 | $4K | New |
| SOLV Solventum Corp. | 0.00% | 63 | $4K | Add +31.3% |
| WEC WEC Energy Group Inc. | 0.00% | 40 | $4K | New |
| WDC Western Digital Corp. | 0.00% | 109 | $4K | New |
| WY Weyerhaeuser Co. | 0.00% | 140 | $4K | New |
| IVZ Invesco Ltd. | 0.00% | 267 | $4K | New |
| ARMK Aramark | 0.00% | 103 | $3K | New |
| AN Autonation Inc. | 0.00% | 23 | $3K | New |
| CTRA Coterra Energy Inc. | 0.00% | 110 | $3K | New |
| KMX Carmax Inc. | 0.00% | 40 | $3K | New |
| CE Celanese Corp. | 0.00% | 61 | $3K | New |
| CMA Comerica Inc. | 0.00% | 58 | $3K | New |
| DTE DTE Energy Company | 0.00% | 28 | $3K | New |
| EVRG Evergy Inc. | 0.00% | 58 | $3K | New |
| HOLX Hologic Inc. | 0.00% | 54 | $3K | New |
| IEMG iShares Core MSCI Emerging | 0.00% | 66 | $3K | New |
| JLL Jones Lang Lasalle Inc. | 0.00% | 13 | $3K | New |
| K Kellanova | 0.00% | 40 | $3K | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 26 | $3K | New |
| KNX Knight-Swift Transportation | 0.00% | 70 | $3K | New |
| MRVL Marvell Technology Inc. | 0.00% | 59 | $3K | New |
| MCHP Microchip Technology Inc. | 0.00% | 74 | $3K | New |
| MAA Mid-America Apartment Comm | 0.00% | 19 | $3K | New |
| NRG NRG Energy Inc. | 0.00% | 33 | $3K | New |
| NTAP Netapp Inc. | 0.00% | 35 | $3K | New |
| OXY Occidental Petroleum Corp. | 0.00% | 79 | $3K | New |
| ORI Old Republic Intl Corp. | 0.00% | 92 | $3K | New |
| OMF Onemain Holdings Inc. | 0.00% | 76 | $3K | New |
| PVH PVH Corp. | 0.00% | 51 | $3K | New |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 39 | $3K | New |
| PH Parker Hannifin Corp. | 0.00% | 5 | $3K | New |
| RJF Raymond James Financial Inc. | 0.00% | 27 | $3K | New |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 268 | $3K | New |
| XAR SS SPDR S&P Aerospace Def | 0.00% | 20 | $3K | No change |
| NOW ServiceNow Inc. | 0.00% | 4 | $3K | New |
| SWKS Skyworks Solutions Inc. | 0.00% | 61 | $3K | New |
| SNA Snap-on Inc. | 0.00% | 10 | $3K | New |
| XYZ Block Inc. | 0.00% | 62 | $3K | New |
| ULTA Ulta Beauty Inc. | 0.00% | 10 | $3K | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 53 | $3K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 20 | $3K | New |
| GLDM SPDR Gold Minishares Trust | 0.00% | 49 | $3K | No change |
| XEL Xcel Energy Inc. | 0.00% | 54 | $3K | New |
| YUM Yum! Brands Inc. | 0.00% | 22 | $3K | New |
| PNR Pentair PLC | 0.00% | 38 | $3K | New |
| BG Bunge Global SA | 0.00% | 49 | $3K | New |
| AGNC AGNC Investment Corp. | 0.00% | 239 | $2K | New |
| AA Alcoa Corp. | 0.00% | 73 | $2K | New |
| APO Apollo Global Management Inc. | 0.00% | 20 | $2K | New |
| ARW Arrow Electronics Inc. | 0.00% | 21 | $2K | New |
| AXON Axon Enterprise Inc. | 0.00% | 4 | $2K | New |
| CNA Cna Financial Corp. | 0.00% | 47 | $2K | New |
| CSL Carlisle Cos Inc. | 0.00% | 8 | $2K | New |
| CCL Carnival Corp. | 0.00% | 111 | $2K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 81 | $2K | New |
| CLF Cleveland-Cliffs Inc. | 0.00% | 307 | $2K | New |
| DXC DXC Technology Co. | 0.00% | 159 | $2K | New |
| FANG Diamondback Energy Inc. | 0.00% | 15 | $2K | New |
| DLTR Dollar Tree Inc. | 0.00% | 34 | $2K | New |
| EMN Eastman Chemical Co. | 0.00% | 34 | $2K | New |
| INCY Incyte Corp. | 0.00% | 42 | $2K | New |
| INGR Ingredion Inc. | 0.00% | 17 | $2K | New |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 36 | $2K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 25 | $2K | New |
| IBB iShares Biotechnology ETF | 0.00% | 20 | $2K | No change |
| IYW iShares Ustechnology ETF | 0.00% | 20 | $2K | New |
| JEF Jefferies Financial Group Inc. | 0.00% | 53 | $2K | New |
| KSS Kohls Corp. | 0.00% | 290 | $2K | New |
| LAD Lithia Motors Inc. | 0.00% | 7 | $2K | New |
| LYV Live Nation Entertainment Inc. | 0.00% | 18 | $2K | New |
| LUMN Lumen Technologies Inc. | 0.00% | 710 | $2K | New |
| MHK Mohawk Industries Inc. | 0.00% | 21 | $2K | New |
| RITM Rithm Capital Corp. | 0.00% | 247 | $2K | Reduce -7.5% |
| OVV Ovintiv Inc. | 0.00% | 66 | $2K | New |
| PPC Pilgrim's Pride Corp. | 0.00% | 45 | $2K | New |
| RGA Reinsurance Group of America | 0.00% | 11 | $2K | New |
| SHEL Shell PLC-ADR | 0.00% | 36 | $2K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 93 | $2K | Add +1.1% |
| LUV Southwest Airlines Co. | 0.00% | 72 | $2K | New |
| VIOV Vanguard S&P Small-Cap 600 V | 0.00% | 30 | $2K | No change |
| VST Vistra Corp. | 0.00% | 19 | $2K | New |
| VMC Vulcan Materials Co. | 0.00% | 11 | $2K | New |
| WAT Waters Corp. | 0.00% | 7 | $2K | New |
| ZION Zions Bancorp NA | 0.00% | 59 | $2K | New |
| TT Trane Technologies PLC | 0.00% | 7 | $2K | New |
| CRSP Crispr Therapeutics AG | 0.00% | 65 | $2K | No change |
| LNT Alliant Energy Corp. | 0.00% | 18 | $1K | New |
| AFG American Financial Group Inc. | 0.00% | 15 | $1K | New |
| APP AppLovin Corp. Class A | 0.00% | 7 | $1K | New |
| ARES Ares Management Corp. Class A | 0.00% | 9 | $1K | New |
| ADSK Autodesk Inc. | 0.00% | 5 | $1K | New |
| AVT Avnet Inc. | 0.00% | 25 | $1K | New |
| BALL Ball Corp. | 0.00% | 36 | $1K | New |
| BHF Brighthouse Financial Inc. | 0.00% | 18 | $1K | No change |
| EXE Expand Energy Corp. | 0.00% | 9 | $1K | New |
| CPNG Coupang Inc. | 0.00% | 48 | $1K | New |
| DKS Dick's Sporting Goods Inc. | 0.00% | 7 | $1K | New |
| DASH DoorDash Inc. Class A | 0.00% | 7 | $1K | New |
| WTRG Essential Utilities Inc. | 0.00% | 33 | $1K | New |
| FCNCA First Citizens Bcshs Class A | 0.00% | 1 | $1K | New |
| ILMN Illumina Inc. | 0.00% | 13 | $1K | New |
| IR Ingersoll-Rand Inc. | 0.00% | 22 | $1K | New |
| PODD Insulet Corp. | 0.00% | 4 | $1K | New |
| TIP iShares Tips Bond ETF | 0.00% | 14 | $1K | New |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 11 | $1K | New |
| IFRA iShares US Infrastructure | 0.00% | 23 | $1K | New |
| J Jacobs Solutions Inc. | 0.00% | 10 | $1K | New |
| KKR KKR & Co. Inc. | 0.00% | 9 | $1K | New |
| LDOS Leidos Holdings Inc. | 0.00% | 8 | $1K | New |
| MELI MercadoLibre Inc. | 0.00% | 1 | $1K | New |
| MTD Mettler-Toledo International | 0.00% | 1 | $1K | New |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 17 | $1K | New |
| MNST Monster Beverage Corp. | 0.00% | 19 | $1K | New |
| NI Nisource Inc. | 0.00% | 37 | $1K | New |
| ON On Semiconductor | 0.00% | 49 | $1K | New |
| OC Owens Corning | 0.00% | 9 | $1K | New |
| PNW Pinnacle West Capital | 0.00% | 18 | $1K | New |
| QRVO Qorvo Inc. | 0.00% | 22 | $1K | New |
| RL Ralph Lauren Corp. | 0.00% | 5 | $1K | New |
| SSNC Ss&c Technologies Holdings | 0.00% | 12 | $1K | New |
| SNDK Sandisk Corp. | 0.00% | 30 | $1K | New |
| SNOW Snowflake Inc. | 0.00% | 10 | $1K | No change |
| UHS Universal Health Services-B | 0.00% | 10 | $1K | New |
| WLK Westlake Corp. | 0.00% | 18 | $1K | New |
| WHR Whirlpool Corp. | 0.00% | 14 | $1K | New |
| XRX Xerox Holdings Corp. | 0.00% | 264 | $1K | New |
| EG Everest Group Ltd. | 0.00% | 5 | $1K | No change |
| LBTYA Liberty Global Ltd. Class A | 0.00% | 156 | $1K | New |
| LBTYK Liberty Global Ltd. Class C | 0.00% | 97 | $1K | New |
| ASAPF | 0.00% | 3,000 | $0 | No change |
| ADT Adt Inc. | 0.00% | 96 | $0 | New |
| A Agilent Technologies Inc. | 0.00% | 6 | $0 | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 3 | $0 | New |
| UHAL U-Haul Holding Co. | 0.00% | 10 | $0 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 2 | $0 | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 4 | $0 | New |
| CMS CMS Energy Corp. | 0.00% | 9 | $0 | New |
| CASY Casey's General Stores Inc. | 0.00% | 2 | $0 | New |
| DAY Dayforce Inc. | 0.00% | 9 | $0 | New |
| LNG Cheniere Energy Inc. | 0.00% | 4 | $0 | New |
| CHDN Churchill Downs Inc. | 0.00% | 6 | $0 | New |
| CLH Clean Harbors Inc. | 0.00% | 2 | $0 | New |
| FIX Comfort Systems USA Inc. | 0.00% | 1 | $0 | New |
| CBSH Commerce Bancshares Inc. | 0.00% | 13 | $0 | No change |
| DXCM Dexcom Inc. | 0.00% | 4 | $0 | New |
| EDIT Editas Medicine Inc. | 0.00% | 170 | $0 | No change |
| EMBC Embecta Corp. | 0.00% | 4 | $0 | No change |
| ENTG Entegris Inc. | 0.00% | 6 | $0 | New |
| EXR Extra Space Storage Inc. | 0.00% | 3 | $0 | New |
| GAP The Gap Inc. | 0.00% | 48 | $0 | New |
| GDDY GoDaddy Inc. Class A | 0.00% | 3 | $0 | New |
| DOC Healthpeak Properties Inc. | 0.00% | 23 | $0 | New |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 5 | $0 | New |
| HII Huntington Ingalls Industrie | 0.00% | 4 | $0 | New |
| IBKR Interactive Brokers Gro Class A | 0.00% | 6 | $0 | New |
| DGRO iShares Core Dividend Growth | 0.00% | 8 | $0 | New |
| JBL Jabil Inc. | 0.00% | 4 | $0 | New |
| MSCI MSCI Inc. | 0.00% | 1 | $0 | New |
| MRP Millrose Properties | 0.00% | 36 | $0 | New |
| NBH Neuberger Municipal Fund Inc. | 0.00% | 4 | $0 | No change |
| NTNX Nutanix Inc. Class A | 0.00% | 9 | $0 | New |
| PAYC Paycom Software Inc. | 0.00% | 4 | $0 | New |
| PINS Pinterest Inc. Class A | 0.00% | 9 | $0 | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 12 | $0 | New |
| RRC Range Resources Corp. | 0.00% | 19 | $0 | New |
| RMD Resmed Inc. | 0.00% | 2 | $0 | New |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 17 | $0 | New |
| RBLX Roblox Corp. Class A | 0.00% | 8 | $0 | New |
| SAIA Saia Inc. | 0.00% | 1 | $0 | New |
| SPG Simon Property Group Inc. | 0.00% | 5 | $0 | New |
| TDOC Teladoc Health Inc. | 0.00% | 30 | $0 | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 9 | $0 | New |
| DDD 3D Systems Corp. filed as 3-D SYS CORP DEL | 0.00% | 25 | $0 | No change |
| TOL Toll Brothers Inc. | 0.00% | 8 | $0 | New |
| TW Tradeweb Markets Inc. Class A | 0.00% | 5 | $0 | New |
| TWLO Twilio Inc. Class A | 0.00% | 7 | $0 | New |
| TYL Tyler Technologies Inc. | 0.00% | 1 | $0 | New |
| UTHR United Therapeutics Corp. | 0.00% | 2 | $0 | New |
| U Unity Software Inc. | 0.00% | 21 | $0 | New |
| VEEV Veeva Systems Inc. Class A | 0.00% | 3 | $0 | New |
| VRT Vertiv Holdings Co. Class A | 0.00% | 8 | $0 | New |
| KLG WK Kellogg Co. | 0.00% | 10 | $0 | No change |
| WYNN WYNN Resorts Ltd. | 0.00% | 11 | $0 | New |
| ZM Zoom Communications Inc. | 0.00% | 13 | $0 | New |
| ACGL Arch Capital Group Ltd. | 0.00% | 10 | $0 | New |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 120 | $0 | No change |
| RNR Renaissancere Holdings Ltd. | 0.00% | 3 | $0 | New |