| MFSI MFS Active International | 7.38% | 1,217,798 | $31.3M | Add +11.5% |
| IJH iShares Core S&P Midcap ETF | 7.01% | 510,119 | $29.8M | Reduce -2.0% |
| NVDA Nvidia Corp. | 3.51% | 137,681 | $14.9M | Reduce -1.0% |
| MSFT Microsoft Corp. | 3.40% | 38,501 | $14.5M | Reduce -1.0% |
| VNQ Vanguard Real Estate ETF | 3.01% | 141,373 | $12.8M | Reduce -1.1% |
| AAPL Apple Inc. | 2.96% | 56,631 | $12.6M | Reduce -2.3% |
| BSCQ Invesco Bulletshares 2026 CB | 2.93% | 638,725 | $12.4M | Reduce -6.6% |
| ASIA Matthews Pacific Tiger ETF | 2.86% | 467,141 | $12.2M | Reduce -1.8% |
| VGK Vanguard Ftse Europe ETF | 2.83% | 171,207 | $12.0M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 2.43% | 42,108 | $10.3M | Reduce -0.5% |
| AVGO Broadcom Inc. | 2.32% | 58,956 | $9.9M | Reduce -0.5% |
| FLIN Franklin Ftse India ETF | 2.00% | 230,896 | $8.5M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 1.98% | 54,304 | $8.4M | Reduce -2.3% |
| BLK BlackRock Inc. | 1.70% | 7,638 | $7.2M | Reduce -0.7% |
| BSCR Invesco Bulletshares 2027 CB | 1.52% | 329,334 | $6.5M | Add +5.7% |
| AMZN Amazon.com Inc. | 1.49% | 33,155 | $6.3M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.48% | 11,266 | $6.3M | Add +1.4% |
| MS Morgan Stanley | 1.48% | 53,774 | $6.3M | Add +3.5% |
| LLY Eli Lilly & Co. | 1.37% | 7,043 | $5.8M | Reduce -0.0% |
| BX Blackstone Inc. | 1.18% | 35,999 | $5.0M | Reduce -1.6% |
| KLAC KLA Corp. | 1.17% | 7,336 | $5.0M | Reduce -0.8% |
| JNJ Johnson & Johnson | 1.17% | 29,908 | $5.0M | Reduce -3.0% |
| CMI Cummins Inc. | 1.16% | 15,703 | $4.9M | Reduce -1.5% |
| BSJQ Invesco Bulletshares 2026 HY | 1.08% | 198,415 | $4.6M | Add +5.4% |
| ABBV Abbvie Inc. | 1.04% | 21,084 | $4.4M | Reduce -5.7% |
| PHM Pultegroup Inc. | 1.01% | 41,759 | $4.3M | Add +1.1% |
| MET Metlife Inc. | 1.00% | 52,842 | $4.2M | Reduce -3.9% |
| PEP Pepsico Inc. | 0.99% | 28,166 | $4.2M | Add +3.2% |
| NOC Northrop Grumman Corp. | 0.93% | 7,708 | $3.9M | Add +126.5% |
| ABT Abbott Laboratories | 0.89% | 28,597 | $3.8M | Reduce -4.7% |
| PG The Procter & Gamble Co. | 0.88% | 21,831 | $3.7M | Reduce -3.1% |
| MA Mastercard Inc. Class A | 0.86% | 6,627 | $3.6M | Reduce -6.5% |
| SOFI Sofi Technologies Inc. | 0.84% | 306,173 | $3.6M | Reduce -1.0% |
| EOG EOG Resources Inc. | 0.81% | 26,975 | $3.5M | Add +0.2% |
| VT Vanguard Tot World STK ETF | 0.80% | 29,300 | $3.4M | New |
| ROP Roper Technologies Inc. | 0.78% | 5,638 | $3.3M | Reduce -0.2% |
| WMT Walmart Inc. | 0.77% | 37,179 | $3.3M | Reduce -10.6% |
| BMI Badger Meter Inc. | 0.76% | 17,019 | $3.2M | Reduce -2.5% |
| XLE SS Energy Select Sector | 0.75% | 34,254 | $3.2M | Reduce -0.0% |
| DFS Discover Financial Services | 0.74% | 18,301 | $3.1M | Reduce -2.6% |
| CVX Chevron Corp. | 0.71% | 17,981 | $3.0M | Reduce -2.3% |
| PLD Prologis Inc. | 0.70% | 26,781 | $3.0M | Add +161.1% |
| ETN Eaton Corp. PLC | 0.70% | 10,875 | $3.0M | Reduce -20.4% |
| VLO Valero Energy Corp. | 0.68% | 21,731 | $2.9M | Reduce -2.0% |
| SYK Stryker Corp. | 0.64% | 7,309 | $2.7M | Reduce -3.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.64% | 41,358 | $2.7M | Add +35.2% |
| HD Home Depot Inc. | 0.64% | 7,365 | $2.7M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.62% | 2,776 | $2.6M | Reduce -31.2% |
| NEE Nextera Energy Inc. | 0.61% | 36,633 | $2.6M | Reduce -2.6% |
| MCD McDonald's Corp. | 0.61% | 8,284 | $2.6M | Reduce -2.0% |
| NSC Norfolk Southern Corp. | 0.60% | 10,800 | $2.6M | Reduce -3.3% |
| SBUX Starbucks Corp. | 0.58% | 25,204 | $2.5M | Reduce -4.7% |
| PEG Public Service Enterprise GP | 0.57% | 29,537 | $2.4M | Reduce -1.1% |
| DHR Danaher Corp. | 0.57% | 11,835 | $2.4M | Add +0.1% |
| DE Deere & Co. | 0.56% | 5,051 | $2.4M | Reduce -4.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.55% | 37,349 | $2.4M | Add +1.8% |
| WELL Welltower Inc. | 0.52% | 14,535 | $2.2M | Add +1.4% |
| HON Honeywell International Inc. | 0.52% | 10,365 | $2.2M | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.51% | 14,090 | $2.2M | Reduce -1.7% |
| ENB Enbridge Inc. | 0.50% | 48,212 | $2.1M | Reduce -1.5% |
| MDY State Street SPDR S&P Midcap | 0.46% | 3,654 | $1.9M | Reduce -0.3% |
| ZTS Zoetis Inc. | 0.45% | 11,693 | $1.9M | Reduce -0.5% |
| CMG Chipotle Mexican Grill Inc. | 0.45% | 38,201 | $1.9M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 19,391 | $1.9M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.45% | 3,404 | $1.9M | Reduce -2.5% |
| PKG Packaging Corp. of America | 0.44% | 9,430 | $1.9M | Reduce -1.3% |
| REGN Regeneron Pharmaceuticals | 0.43% | 2,853 | $1.8M | Add +0.3% |
| XLP SS Consumer Staples Sel Sect | 0.41% | 21,099 | $1.7M | Add +3.8% |
| GLW Corning Inc. | 0.40% | 36,717 | $1.7M | Reduce -3.2% |
| INGR Ingredion Inc. | 0.39% | 12,275 | $1.7M | Reduce -3.6% |
| ADBE Adobe Inc. | 0.38% | 4,245 | $1.6M | Add +6.8% |
| VPU Vanguard Utilities ETF | 0.35% | 8,786 | $1.5M | Reduce -1.5% |
| APTV Aptiv PLC | 0.34% | 24,547 | $1.5M | Add +1.0% |
| ALB Albemarle Corp. | 0.33% | 19,185 | $1.4M | Add +15.1% |
| AES AES Corp. | 0.29% | 98,465 | $1.2M | Add +13.8% |
| VZ Verizon Communications Inc. | 0.28% | 26,490 | $1.2M | Reduce -4.2% |
| CMCSA Comcast Corp. Class A | 0.22% | 25,671 | $947K | Reduce -11.7% |
| USHY iShares Broad Usd High Yield | 0.20% | 23,000 | $847K | Reduce -24.9% |
| PM Philip Morris International | 0.20% | 5,221 | $829K | Reduce -4.6% |
| BSMP Invesco Bulletshares 2025 MB | 0.19% | 33,685 | $825K | Add +10.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 4,664 | $806K | Add +11.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 10,434 | $789K | Reduce -0.6% |
| FITB Fifth Third Bancorp | 0.18% | 19,874 | $779K | Add +4.4% |
| ORCL Oracle Corp. | 0.18% | 5,462 | $764K | Reduce -0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.16% | 7,780 | $662K | No change |
| VOO Vanguard S&P 500 ETF | 0.15% | 1,250 | $642K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 5,318 | $632K | Reduce -20.9% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 13,731 | $621K | Add +7.6% |
| MRK Merck & Co. Inc. | 0.14% | 6,588 | $591K | Add +1.1% |
| WM Waste Management Inc. | 0.13% | 2,463 | $570K | Reduce -3.0% |
| JQUA JPMorgan US Quality Factor | 0.13% | 10,009 | $565K | Reduce -10.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 1,336 | $561K | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 10,784 | $548K | Add +26.9% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 1,099 | $547K | No change |
| IVW iShares S&P 500 Growth ETF | 0.13% | 5,801 | $539K | Reduce -9.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 2,385 | $529K | No change |
| VYM Vanguard High DVD Yield ETF | 0.12% | 3,925 | $506K | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 2,528 | $504K | No change |
| CSCO Cisco Systems Inc. | 0.11% | 7,830 | $483K | Reduce -2.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.11% | 9,158 | $469K | Reduce -0.3% |
| CMA Comerica Inc. | 0.11% | 7,885 | $466K | Reduce -0.0% |
| SPEM State Street SP PTF Em ETF | 0.11% | 11,676 | $460K | Add +0.1% |
| WEC WEC Energy Group Inc. | 0.11% | 4,171 | $455K | Reduce -9.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.10% | 11,744 | $428K | Add +4.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.10% | 10,431 | $425K | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,070 | $414K | No change |
| MO Altria Group Inc. | 0.10% | 6,885 | $413K | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 744 | $396K | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 2,027 | $393K | No change |
| CAT Caterpillar Inc. | 0.09% | 1,118 | $369K | Reduce -9.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 775 | $363K | No change |
| FISV Fiserv Inc. | 0.08% | 1,631 | $360K | Reduce -0.7% |
| CME Cme Group Inc. | 0.08% | 1,321 | $350K | Reduce -0.4% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 5,164 | $350K | Reduce -3.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.08% | 3,978 | $331K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.08% | 2,710 | $324K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 6,308 | $322K | Reduce -3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,113 | $306K | No change |
| ITOT iShares Core S&P Total U.S. | 0.07% | 2,492 | $304K | Add +18.8% |
| FTRB Fed Hermes TTL RTRN BND | 0.07% | 11,967 | $300K | Add +17.4% |
| ICSH iShares Ultra Short Duration | 0.07% | 5,800 | $294K | No change |
| UNH Unitedhealth Group Inc. | 0.06% | 519 | $272K | Add +15.8% |
| AXP American Express Co. | 0.06% | 1,000 | $269K | Reduce -1.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.06% | 3,036 | $267K | No change |
| DFAS Dimensional US Small Cap ETF | 0.06% | 4,279 | $256K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,000 | $249K | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 0.06% | 667 | $241K | No change |
| LMT Lockheed Martin Corp. | 0.05% | 522 | $233K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 2,087 | $218K | Add +12.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.05% | 2,705 | $217K | Reduce -2.4% |
| EEM iShares MSCI Emerging Market | 0.05% | 4,969 | $217K | No change |
| KO The Coca-Cola Co. | 0.05% | 3,031 | $217K | Reduce -8.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 2,733 | $215K | Reduce -6.8% |
| DUK Duke Energy Corp. | 0.05% | 1,726 | $211K | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 0.05% | 1,314 | $205K | No change |
| PAYX Paychex Inc. | 0.05% | 1,266 | $195K | Reduce -3.9% |
| XEL Xcel Energy Inc. | 0.04% | 2,648 | $187K | Reduce -22.2% |
| SO The Southern Co. | 0.04% | 2,036 | $187K | Reduce -26.8% |
| BSMQ Invesco Bulletshares 2026 MB | 0.04% | 7,877 | $186K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.04% | 5,395 | $179K | Reduce -8.7% |
| SCHB Schwab US Broad Market ETF | 0.04% | 8,250 | $178K | No change |
| USRT iShares Core US REIT ETF | 0.04% | 3,060 | $176K | Reduce -1.9% |
| ETR Entergy Corp. | 0.04% | 2,004 | $171K | Reduce -4.8% |
| DVY iShares Select Dividend ETF | 0.04% | 1,250 | $168K | Reduce -3.9% |
| GUNR NT Mstar GLBL NR ETF | 0.04% | 4,324 | $168K | Reduce -3.6% |
| UNP Union Pacific Corp. | 0.04% | 700 | $165K | Reduce -17.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 3,859 | $161K | Reduce -17.4% |
| UL Unilever PLC | 0.04% | 2,636 | $157K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.03% | 1,367 | $148K | No change |
| WWD Woodward Inc. | 0.03% | 800 | $146K | No change |
| GLD SPDR Gold Shares | 0.03% | 489 | $141K | Reduce -7.7% |
| T AT&T Inc. | 0.03% | 4,786 | $135K | Reduce -26.6% |
| MPC Marathon Petroleum Corp. | 0.03% | 927 | $135K | Reduce -6.7% |
| AFL Aflac Inc. | 0.03% | 1,207 | $134K | Reduce -0.6% |
| CEG Constellation Energy | 0.03% | 635 | $128K | Add +4.1% |
| CBOE Cboe Global Markets Inc. | 0.03% | 550 | $124K | Reduce -0.4% |
| EXC Exelon Corp. | 0.03% | 2,635 | $121K | Add +3.4% |
| AMP Ameriprise Financial Inc. | 0.03% | 245 | $119K | Reduce -0.8% |
| OKE Oneok Inc. | 0.03% | 1,178 | $117K | Reduce -0.3% |
| LIN Linde PLC | 0.03% | 250 | $116K | Reduce -1.2% |
| GD General Dynamics Corp. | 0.03% | 411 | $112K | Reduce -0.7% |
| AEP American Electric Power | 0.03% | 1,020 | $111K | New |
| BA The Boeing Co. | 0.03% | 652 | $111K | Reduce -43.6% |
| MDT Medtronic PLC | 0.03% | 1,233 | $111K | Reduce -96.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.03% | 425 | $107K | No change |
| SHOP Shopify Inc. Class A | 0.03% | 1,110 | $106K | No change |
| CSX CSX Corp. | 0.02% | 3,400 | $100K | Reduce -44.6% |
| TFLR T Rowe Price Floating RT ETF | 0.02% | 1,903 | $97K | Add +3.6% |
| GIS General Mills Inc. | 0.02% | 1,600 | $96K | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.02% | 515 | $93K | Reduce -10.0% |
| EPD Enterprise Products Partners | 0.02% | 2,640 | $90K | Add +65.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 467 | $87K | No change |
| ADP Automatic Data Processing | 0.02% | 282 | $86K | No change |
| XLK SS Technology Select Sector | 0.02% | 400 | $83K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 151 | $82K | Reduce -3.8% |
| TGT Target Corp. | 0.02% | 790 | $82K | Reduce -13.0% |
| NFLX Netflix Inc. | 0.02% | 84 | $78K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 389 | $78K | Reduce -23.4% |
| AMT American Tower Corp. | 0.02% | 350 | $76K | Reduce -6.2% |
| DGX Quest Diagnostics Inc. | 0.02% | 450 | $76K | No change |
| CAH Cardinal Health Inc. | 0.02% | 548 | $75K | Reduce -4.2% |
| MMM 3M Co. | 0.02% | 500 | $73K | Reduce -28.6% |
| RTX RTX Corp. | 0.02% | 543 | $72K | Reduce -29.0% |
| TRI Thomson Reuters Corp. | 0.02% | 393 | $68K | No change |
| SNA Snap-on Inc. | 0.02% | 200 | $67K | No change |
| XLF SS Financial Select Sector | 0.02% | 1,338 | $67K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 115 | $66K | No change |
| CARR Carrier Global Corp. | 0.01% | 1,000 | $63K | Reduce -29.6% |
| WTRG Essential Utilities Inc. | 0.01% | 1,600 | $63K | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 165 | $61K | Reduce -46.8% |
| IDV iShares International Select | 0.01% | 1,925 | $60K | No change |
| EMR Emerson Electric Co. | 0.01% | 544 | $60K | Reduce -43.0% |
| KMB Kimberly-Clark Corp. | 0.01% | 391 | $56K | Reduce -28.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.01% | 755 | $55K | No change |
| CB Chubb Ltd. | 0.01% | 180 | $54K | Reduce -3.2% |
| IWD iShares Russell 1000 Value E | 0.01% | 284 | $53K | No change |
| FAST Fastenal Co. | 0.01% | 683 | $53K | No change |
| XLI SS Industrial Select Sector | 0.01% | 400 | $52K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.01% | 2,450 | $50K | No change |
| UPS United Parcel Service Class B | 0.01% | 438 | $48K | Reduce -6.6% |
| RPM RPM International Inc. | 0.01% | 410 | $47K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 550 | $46K | Add +83.3% |
| TT Trane Technologies PLC | 0.01% | 135 | $45K | Reduce -2.2% |
| INTC Intel Corp. | 0.01% | 1,968 | $45K | Reduce -10.9% |
| PWR Quanta Services Inc. | 0.01% | 167 | $42K | New |
| IBTI iShares Ibonds Dec 2028 Term | 0.01% | 1,825 | $41K | No change |
| NOW ServiceNow Inc. | 0.01% | 50 | $40K | No change |
| CEF Sprott Physical Gold and Sil | 0.01% | 1,400 | $40K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 200 | $39K | No change |
| ALL Allstate Corp. | 0.01% | 190 | $39K | Reduce -75.5% |
| V Visa Inc. Class A | 0.01% | 112 | $39K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 232 | $39K | No change |
| VXF Vanguard Extended Market ETF | 0.01% | 219 | $38K | No change |
| MU Micron Technology Inc. | 0.01% | 400 | $35K | Reduce -3.6% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.01% | 300 | $34K | No change |
| PFE Pfizer Inc. | 0.01% | 1,348 | $34K | Reduce -5.5% |
| GILD Gilead Sciences Inc. | 0.01% | 300 | $34K | Reduce -20.0% |
| IYH iShares U.S. Healthcare ETF | 0.01% | 545 | $33K | No change |
| D Dominion Energy Inc. | 0.01% | 587 | $33K | Reduce -2.8% |
| VGT Vanguard Info Tech ETF | 0.01% | 60 | $33K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 300 | $31K | Reduce -40.9% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 177 | $31K | New |
| INDY iShares India 50 ETF | 0.01% | 600 | $30K | No change |
| AVB Avalonbay Communities Inc. | 0.01% | 140 | $30K | Reduce -2.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 85 | $28K | No change |
| DOW Dow Inc. | 0.01% | 803 | $28K | No change |
| SLV iShares Silver Trust | 0.01% | 886 | $27K | No change |
| XLV SS Health Care Select Sector | 0.01% | 185 | $27K | No change |
| YUM Yum! Brands Inc. | 0.01% | 167 | $26K | Reduce -30.4% |
| GLTR Abrdn Precious Metals Basket | 0.01% | 200 | $26K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 150 | $26K | No change |
| PFG Principal Financial Group | 0.01% | 300 | $25K | Reduce -2.6% |
| BSJP Invesco Bulletshares 2025 HY | 0.01% | 1,085 | $25K | No change |
| J Jacobs Solutions Inc. | 0.01% | 200 | $24K | No change |
| LH Labcorp Holdings Inc. | 0.01% | 100 | $23K | No change |
| GSK GSK PLC-Spon ADR | 0.01% | 600 | $23K | No change |
| MAS Masco Corp. | 0.01% | 332 | $23K | Reduce -2.1% |
| LKQ LKQ Corp. | 0.01% | 539 | $23K | Reduce -98.8% |
| GEHC GE Healthcare Technology | 0.01% | 280 | $23K | Reduce -34.9% |
| IAU iShares Gold Trust | 0.01% | 375 | $22K | No change |
| WMB Williams Cos Inc. | 0.01% | 368 | $22K | Reduce -5.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 180 | $21K | No change |
| MAR Marriott International Class A | 0.00% | 83 | $20K | No change |
| FOLD Amicus Therapeutics Inc. | 0.00% | 2,410 | $20K | No change |
| GEV GE Vernova Inc. | 0.00% | 64 | $20K | Reduce -31.2% |
| UTF Cohen & Steers Infrastructur | 0.00% | 755 | $19K | No change |
| PFFD Global X US Preferred ETF | 0.00% | 1,000 | $19K | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.00% | 800 | $19K | No change |
| LOW Lowe's Cos Inc. | 0.00% | 80 | $19K | Reduce -14.9% |
| BKNG Booking Holdings Inc. | 0.00% | 4 | $18K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 160 | $18K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 18 | $18K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 400 | $18K | No change |
| PGR Progressive Corp. | 0.00% | 58 | $16K | Reduce -4.9% |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 205 | $16K | Add +1950.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 200 | $15K | No change |
| ALLE Allegion PLC | 0.00% | 105 | $14K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 52 | $13K | New |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 125 | $13K | Reduce -37.5% |
| NXST Nexstar Media Group Inc. | 0.00% | 73 | $13K | Reduce -51.3% |
| TSLA Tesla Inc. | 0.00% | 50 | $13K | No change |
| SYY Sysco Corp. | 0.00% | 168 | $13K | Reduce -35.1% |
| TFC Truist Financial Corp. | 0.00% | 300 | $12K | Reduce -7.1% |
| KHC The Kraft Heinz Co. | 0.00% | 395 | $12K | Reduce -8.3% |
| CAG Conagra Brands Inc. | 0.00% | 450 | $12K | No change |
| SNOW Snowflake Inc. | 0.00% | 80 | $12K | No change |
| AMGN Amgen Inc. | 0.00% | 37 | $12K | Reduce -46.4% |
| CHTR Charter Communications Inc. Class A | 0.00% | 30 | $11K | Reduce -26.8% |
| XLB SS Materials Select Sector | 0.00% | 125 | $11K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 30 | $10K | No change |
| CTVA Corteva Inc. | 0.00% | 153 | $10K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.00% | 170 | $10K | No change |
| AMAT Applied Materials Inc. | 0.00% | 65 | $9K | No change |
| FNF Fidelity National Financial | 0.00% | 138 | $9K | No change |
| APD Air Products & Chemicals Inc. | 0.00% | 30 | $9K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 128 | $8K | No change |
| CCI Crown Castle Inc. | 0.00% | 76 | $8K | No change |
| JWN Nordstrom Inc. | 0.00% | 300 | $7K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 111 | $7K | No change |
| NTAP Netapp Inc. | 0.00% | 78 | $7K | No change |
| DLR Digital Realty Trust Inc. | 0.00% | 46 | $7K | Reduce -8.0% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 80 | $6K | No change |
| BMY Bristol-Myers Squibb Co. | 0.00% | 100 | $6K | Reduce -28.6% |
| DON Wisdomtree US Midcap Dividen | 0.00% | 120 | $6K | Reduce -33.3% |
| HOG Harley-Davidson Inc. | 0.00% | 229 | $6K | New |
| CI The Cigna Group | 0.00% | 15 | $5K | Add +200.0% |
| PPTA Perpetua Resources Corp. | 0.00% | 425 | $5K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 42 | $4K | No change |
| SRE Sempra | 0.00% | 52 | $4K | No change |
| AMTM Amentum Holdings Inc. | 0.00% | 200 | $4K | No change |
| CVS CVS Health Corp. | 0.00% | 52 | $4K | Reduce -55.2% |
| PRU Prudential Financial Inc. | 0.00% | 31 | $3K | Reduce -52.3% |
| OGN Organon & Co. | 0.00% | 228 | $3K | Add +14.0% |
| CRM Salesforce Inc. | 0.00% | 12 | $3K | No change |
| XHB SS SPDR S&P Homebldrs ETF | 0.00% | 33 | $3K | No change |
| MRNA Moderna Inc. | 0.00% | 100 | $3K | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 39 | $3K | No change |
| IYM iShares U.S. Basic Materials | 0.00% | 20 | $3K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 49 | $3K | Reduce -59.2% |
| LHX L3HARRIS Technologies Inc. | 0.00% | 10 | $2K | Reduce -23.1% |
| CE Celanese Corp. | 0.00% | 36 | $2K | Reduce -70.0% |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 176 | $2K | Reduce -94.9% |
| CCL Carnival Corp. | 0.00% | 100 | $2K | No change |
| CGNX Cognex Corp. | 0.00% | 56 | $2K | No change |
| VTRS Viatris Inc. | 0.00% | 162 | $1K | Reduce -15.2% |
| JCI Johnson Controls Internation | 0.00% | 14 | $1K | New |
| VTIP Vanguard Short-Term Tips | 0.00% | 13 | $649 | No change |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.00% | 31 | $204 | New |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 1 | $201 | No change |
| ZIMV Zimvie Inc. | 0.00% | 16 | $173 | No change |