| VUG Vanguard Mrngstar GR ETF-Sui | 10.14% | 42,604 | $20.8M | Add +0.3% |
| AAPL Apple Inc. | 8.23% | 62,074 | $16.9M | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 7.92% | 48,411 | $16.2M | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 6.19% | 16,841 | $12.7M | Add +1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.26% | 45,729 | $8.7M | Add +3.7% |
| NVDA Nvidia Corp. | 4.22% | 46,402 | $8.7M | Add +2.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.05% | 190,401 | $8.3M | Add +5.4% |
| CGGR Cap Group Growth Equity | 3.11% | 143,158 | $6.4M | Add +7.3% |
| AMZN Amazon.com Inc. | 3.08% | 27,369 | $6.3M | Add +0.2% |
| AVGO Broadcom Inc. | 1.97% | 11,639 | $4.0M | Add +2.2% |
| MSFT Microsoft Corp. | 1.82% | 7,704 | $3.7M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 1.72% | 11,261 | $3.5M | Reduce -0.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.71% | 118,579 | $3.5M | Reduce -11.3% |
| SCHD Schwab US DVD Equity ETF | 1.64% | 122,625 | $3.4M | Add +32.7% |
| OKE Oneok Inc. | 1.64% | 45,625 | $3.4M | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.56% | 4,685 | $3.2M | Reduce -1.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 1.34% | 68,288 | $2.7M | Add +0.0% |
| LNT Alliant Energy Corp. | 1.28% | 40,238 | $2.6M | No change |
| LLY Eli Lilly & Co. | 1.26% | 2,398 | $2.6M | No change |
| DFAC Dimensional US Core Equity 2 | 0.95% | 49,092 | $1.9M | No change |
| JPM JPMorgan Chase & Co. | 0.92% | 5,874 | $1.9M | Reduce -1.6% |
| DFAS Dimensional US Small Cap ETF | 0.91% | 26,799 | $1.9M | Add +60.1% |
| AXP American Express Co. | 0.87% | 4,839 | $1.8M | Add +9.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.83% | 5,393 | $1.7M | Reduce -1.5% |
| IJR iShares Core S&P Small-Cap E | 0.80% | 13,668 | $1.6M | Reduce -51.7% |
| DFAU Dimensional US Core Equity M | 0.79% | 34,764 | $1.6M | Add +0.2% |
| VCR Vanguard Consumer Discre ETF | 0.78% | 4,054 | $1.6M | Reduce -3.5% |
| COST Costco Wholesale Corp. | 0.74% | 1,760 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.72% | 4,690 | $1.5M | No change |
| DFAT Dimensional US Target Value | 0.71% | 24,495 | $1.5M | Add +85.3% |
| META Meta Platforms Inc. Class A | 0.69% | 2,139 | $1.4M | Add +0.6% |
| MCD McDonald's Corp. | 0.68% | 4,529 | $1.4M | No change |
| DFAI Dimensional International Co. | 0.67% | 35,987 | $1.4M | New |
| AAON Aaon Inc. | 0.67% | 17,903 | $1.4M | No change |
| GS Goldman Sachs Group Inc. | 0.64% | 1,502 | $1.3M | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.64% | 7,333 | $1.3M | Add +6.4% |
| VOO Vanguard S&P 500 ETF | 0.62% | 2,025 | $1.3M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.60% | 4,160 | $1.2M | Add +0.6% |
| V Visa Inc. Class A | 0.58% | 3,381 | $1.2M | No change |
| XLI SS Industrial Select Sector | 0.56% | 7,431 | $1.2M | Add +0.3% |
| CAT Caterpillar Inc. | 0.53% | 1,907 | $1.1M | No change |
| EPD Enterprise Products Partners | 0.52% | 33,552 | $1.1M | No change |
| VHT Vanguard Health Care ETF | 0.48% | 3,416 | $983K | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.46% | 7,868 | $947K | Add +11.0% |
| ET Energy Transfer LP | 0.45% | 56,246 | $927K | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 1,775 | $892K | No change |
| RTX RTX Corp. | 0.43% | 4,848 | $889K | No change |
| WMT Walmart Inc. | 0.43% | 7,958 | $887K | No change |
| CASY Casey's General Stores Inc. | 0.43% | 1,588 | $878K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.40% | 5,958 | $816K | Reduce -32.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.38% | 22,689 | $786K | Add +0.2% |
| VIS Vanguard Industrials ETF | 0.37% | 2,561 | $764K | Add +1.8% |
| KO The Coca-Cola Co. | 0.35% | 10,391 | $726K | No change |
| LMT Lockheed Martin Corp. | 0.31% | 1,319 | $638K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.31% | 8,458 | $635K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.30% | 1,284 | $617K | No change |
| CVX Chevron Corp. | 0.29% | 3,957 | $603K | Add +18.8% |
| AMD Advanced Micro Devices | 0.28% | 2,726 | $584K | Add +0.2% |
| VT Vanguard Tot World STK ETF | 0.28% | 4,132 | $583K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 3,678 | $565K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.24% | 6,835 | $488K | No change |
| NFLX Netflix Inc. | 0.23% | 5,038 | $472K | New |
| VXF Vanguard Extended Market ETF | 0.23% | 2,238 | $468K | Reduce -2.6% |
| DELL Dell Technologies -C | 0.22% | 3,507 | $441K | Add +13.1% |
| PG The Procter & Gamble Co. | 0.21% | 2,993 | $429K | No change |
| JNJ Johnson & Johnson | 0.20% | 1,946 | $403K | No change |
| HD Home Depot Inc. | 0.20% | 1,164 | $400K | No change |
| XLY SS Consumer Disc Select Sect | 0.19% | 3,248 | $388K | No change |
| MRK Merck & Co. Inc. | 0.19% | 3,607 | $380K | Reduce -3.7% |
| TXN Texas Instruments Inc. | 0.18% | 2,091 | $363K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 1,221 | $354K | Reduce -23.1% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 2,415 | $347K | No change |
| HP Helmerich & Payne | 0.17% | 12,065 | $346K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.16% | 3,145 | $336K | No change |
| C Citigroup Inc. | 0.16% | 2,742 | $320K | Add +5.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 1,239 | $320K | Reduce -7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 517 | $318K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 3,532 | $316K | Reduce -18.2% |
| LIN Linde PLC | 0.14% | 670 | $286K | Reduce -24.7% |
| VDC Vanguard Consumer Staple ETF | 0.13% | 1,292 | $273K | Reduce -32.6% |
| VTWO Vanguard Russell 2000 ETF | 0.13% | 2,707 | $269K | Reduce -5.7% |
| DVY iShares Select Dividend ETF | 0.13% | 1,878 | $265K | Add +0.8% |
| SCHW Schwab (charles) Corp. | 0.13% | 2,597 | $259K | Add +0.1% |
| DFUS Dimensional US Eq MKT ETF | 0.12% | 3,448 | $256K | Add +0.7% |
| CRM Salesforce Inc. | 0.12% | 961 | $255K | Reduce -41.4% |
| VOX Vanguard Communication Servi | 0.12% | 1,300 | $252K | No change |
| ORCL Oracle Corp. | 0.12% | 1,279 | $249K | No change |
| XLK SS Technology Select Sector | 0.12% | 1,704 | $245K | No change |
| SOXX iShares Semiconductor ETF | 0.12% | 785 | $236K | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 496 | $235K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.11% | 3,005 | $231K | No change |
| MA Mastercard Inc. Class A | 0.11% | 400 | $228K | No change |
| UNH Unitedhealth Group Inc. | 0.10% | 606 | $200K | No change |
| PB Prosperity Bancshares Inc. | 0.10% | 2,872 | $198K | New |
| ACN Accenture PLC Class A | 0.10% | 727 | $195K | Reduce -46.4% |
| ABBV Abbvie Inc. | 0.09% | 827 | $189K | New |
| NEE Nextera Energy Inc. | 0.09% | 2,346 | $188K | New |
| GLW Corning Inc. | 0.09% | 2,128 | $186K | New |
| WMB Williams Cos Inc. | 0.09% | 3,088 | $186K | New |
| SNOW Snowflake Inc. | 0.08% | 769 | $169K | New |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 1,708 | $164K | Reduce -19.0% |
| VCRB Vanguard Core Bond ETF | 0.08% | 2,107 | $164K | New |
| GE General Electric filed as GE AEROSPACE | 0.08% | 530 | $163K | New |
| CGCP Cap Group Core Plus Income | 0.08% | 6,804 | $154K | New |
| SPHD Invesco S&P 500 High Dividen | 0.07% | 3,161 | $152K | New |
| CTRA Coterra Energy Inc. | 0.07% | 5,750 | $151K | New |
| PEP Pepsico Inc. | 0.07% | 1,034 | $148K | New |
| AEP American Electric Power | 0.07% | 1,183 | $136K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 475 | $133K | New |
| SCHX Schwab US Large-Cap ETF | 0.06% | 4,905 | $132K | New |
| AMAT Applied Materials Inc. | 0.06% | 480 | $123K | New |
| VXUS Vanguard Total Intl Stock | 0.06% | 1,611 | $122K | New |
| VDE Vanguard Energy ETF | 0.06% | 938 | $118K | Reduce -71.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.06% | 1,050 | $116K | New |
| HON Honeywell International Inc. | 0.05% | 571 | $111K | New |
| DAL Delta Air Lines Inc. | 0.05% | 1,575 | $109K | New |
| UNP Union Pacific Corp. | 0.05% | 470 | $109K | New |
| VEA Vanguard Ftse Developed ETF | 0.05% | 1,708 | $107K | New |
| IWM iShares Russell 2000 ETF | 0.05% | 423 | $104K | New |
| PFG Principal Financial Group | 0.05% | 1,158 | $102K | New |
| GEV GE Vernova Inc. | 0.05% | 153 | $100K | New |
| EFA iShares MSCI Eafe ETF | 0.05% | 1,023 | $98K | New |
| T AT&T Inc. | 0.05% | 3,896 | $97K | New |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.04% | 6,400 | $92K | New |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.04% | 700 | $91K | New |
| PM Philip Morris International | 0.04% | 560 | $90K | New |
| KLAC KLA Corp. | 0.04% | 66 | $80K | New |
| TRP TC Energy Corp. | 0.04% | 1,400 | $77K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 1,393 | $77K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 430 | $76K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 250 | $76K | New |
| KTOS Kratos Defense & Security | 0.04% | 1,000 | $76K | New |
| USHY iShares Broad Usd High Yield | 0.04% | 1,936 | $72K | New |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 504 | $71K | New |
| ALL Allstate Corp. | 0.03% | 336 | $70K | New |
| ADP Automatic Data Processing | 0.03% | 271 | $70K | New |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 309 | $68K | New |
| ABT Abbott Laboratories | 0.03% | 536 | $67K | New |
| BA The Boeing Co. | 0.03% | 300 | $65K | New |
| DHR Danaher Corp. | 0.03% | 284 | $65K | New |
| BMY Bristol-Myers Squibb Co. | 0.03% | 1,200 | $65K | New |
| MU Micron Technology Inc. | 0.03% | 221 | $63K | New |
| SO The Southern Co. | 0.03% | 722 | $63K | New |
| CB Chubb Ltd. | 0.03% | 200 | $62K | New |
| XLF SS Financial Select Sector | 0.03% | 1,132 | $62K | New |
| KMB Kimberly-Clark Corp. | 0.03% | 600 | $61K | New |
| BOKF Bok Financial Corporation | 0.03% | 500 | $59K | New |
| FDX FedEx Corp. | 0.03% | 205 | $59K | New |
| UL Unilever PLC-Sponsored ADR | 0.03% | 888 | $58K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 500 | $58K | New |
| XLE SS Energy Select Sector | 0.03% | 1,290 | $58K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 119 | $56K | New |
| EMB iShares JP Morgan Usd Emergi | 0.03% | 576 | $55K | New |
| CGMS Cap Group US Multi-Sect Bond | 0.03% | 1,960 | $54K | New |
| BLK BlackRock Inc. | 0.03% | 50 | $54K | New |
| USB US Bancorp | 0.03% | 1,000 | $53K | New |
| RF Regions Financial Corp. | 0.03% | 1,940 | $53K | New |
| DFAX Dimensional World Ex US Core | 0.03% | 1,566 | $51K | New |
| XLV SS Health Care Select Sector | 0.02% | 330 | $51K | New |
| BKLN Invesco Senior Loan ETF | 0.02% | 2,410 | $51K | New |
| BWA Borgwarner Inc. | 0.02% | 1,102 | $50K | New |
| APD Air Products & Chemicals Inc. | 0.02% | 200 | $49K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 421 | $48K | New |
| MO Altria Group Inc. | 0.02% | 816 | $47K | New |
| SBUX Starbucks Corp. | 0.02% | 550 | $46K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 901 | $46K | New |
| TEL Te Connectivity PLC | 0.02% | 200 | $46K | New |
| ILCB iShares Morningstar U.S. Equ | 0.02% | 480 | $45K | New |
| SMH Vaneck Semiconductor ETF | 0.02% | 121 | $44K | New |
| CTVA Corteva Inc. | 0.02% | 648 | $43K | New |
| MDLZ Mondelez International Inc. Class A | 0.02% | 768 | $41K | New |
| NTRS Northern Trust Corp. | 0.02% | 300 | $41K | New |
| CNP Centerpoint Energy Inc. | 0.02% | 1,058 | $41K | New |
| ANET Arista Networks Inc. | 0.02% | 305 | $40K | New |
| ICLN iShares Global Clean Energy | 0.02% | 2,412 | $40K | New |
| WEC WEC Energy Group Inc. | 0.02% | 372 | $39K | New |
| CMI Cummins Inc. | 0.02% | 76 | $39K | New |
| DUK Duke Energy Corp. | 0.02% | 326 | $38K | New |
| JNK SS SPDR BB High Yield Bond | 0.02% | 372 | $36K | New |
| IOO iShares Global 100 ETF | 0.02% | 276 | $35K | New |
| FTNT Fortinet Inc. | 0.02% | 429 | $34K | New |
| AI C3.AI Inc. Class A | 0.02% | 2,500 | $34K | New |
| EOG EOG Resources Inc. | 0.02% | 314 | $33K | New |
| AMGN Amgen Inc. | 0.02% | 100 | $33K | New |
| DD Dupont DE Nemours Inc. | 0.02% | 784 | $32K | New |
| FE Firstenergy Corp. | 0.02% | 700 | $31K | New |
| CAI Caris Life Sciences Inc. | 0.02% | 1,152 | $31K | New |
| DVN Devon Energy Corp. | 0.01% | 841 | $31K | New |
| COF Capital One Financial Corp. | 0.01% | 124 | $30K | New |
| FFIN First Finl Bankshares Inc. | 0.01% | 989 | $30K | New |
| SCHP Schwab U.S. Tips ETF | 0.01% | 1,114 | $30K | New |
| SBR Sabine Royalty Trust | 0.01% | 427 | $29K | New |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 50 | $29K | New |
| CMCSA Comcast Corp. Class A | 0.01% | 961 | $29K | New |
| ISRG Intuitive Surgical Inc. | 0.01% | 50 | $28K | New |
| WPC WP Carey Inc. | 0.01% | 435 | $28K | New |
| MS Morgan Stanley | 0.01% | 154 | $27K | New |
| TRGP Targa Resources Corp. | 0.01% | 146 | $27K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 2,000 | $26K | New |
| IMCB iShares Morningstar Mid-Cap | 0.01% | 300 | $25K | New |
| VUSB Vanguard Ultra Short Bond Et | 0.01% | 497 | $25K | New |
| GPC Genuine Parts Co. | 0.01% | 201 | $25K | New |
| IGI Western Asst Inv GR Oppor TR | 0.01% | 1,468 | $24K | New |
| JCI Johnson Controls Internation | 0.01% | 200 | $24K | New |
| OGE Oge Energy Corp. | 0.01% | 553 | $24K | New |
| AMT American Tower Corp. | 0.01% | 133 | $23K | New |
| CVS CVS Health Corp. | 0.01% | 290 | $23K | New |
| XLB SS Materials Select Sector | 0.01% | 484 | $22K | New |
| NXPI NXP Semiconductors NV | 0.01% | 100 | $22K | New |
| FITB Fifth Third Bancorp | 0.01% | 453 | $21K | New |
| CARR Carrier Global Corp. | 0.01% | 400 | $21K | New |
| YUM Yum! Brands Inc. | 0.01% | 138 | $21K | New |
| CEG Constellation Energy | 0.01% | 59 | $21K | New |
| DOW Dow Inc. | 0.01% | 883 | $21K | New |
| LULU Lululemon Athletica Inc. | 0.01% | 98 | $20K | New |
| VONV Vanguard Russell 1000 Value | 0.01% | 211 | $19K | New |
| SHOP Shopify Inc. Class A | 0.01% | 120 | $19K | New |
| XEL Xcel Energy Inc. | 0.01% | 261 | $19K | New |
| QDF NT Qual Div ETF | 0.01% | 225 | $18K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 200 | $17K | New |
| MDT Medtronic PLC | 0.01% | 180 | $17K | New |
| TSLA Tesla Inc. | 0.01% | 38 | $17K | Reduce -94.0% |
| APO Apollo Global Management Inc. | 0.01% | 115 | $17K | New |
| TPL Texas Pacific Land Corp. | 0.01% | 57 | $16K | New |
| IR Ingersoll-Rand Inc. | 0.01% | 201 | $16K | New |
| OGS One Gas Inc. | 0.01% | 200 | $15K | New |
| LRCX Lam Research Corp. | 0.01% | 90 | $15K | New |
| PSX Phillips 66 | 0.01% | 119 | $15K | New |
| OXY Occidental Petroleum Corp. | 0.01% | 370 | $15K | New |
| VAW Vanguard Materials ETF | 0.01% | 73 | $15K | New |
| TFC Truist Financial Corp. | 0.01% | 300 | $15K | New |
| HPS John Hancock Prefer Inc. III | 0.01% | 1,019 | $15K | New |
| TT Trane Technologies PLC | 0.01% | 37 | $14K | New |
| HAL Halliburton Co. | 0.01% | 500 | $14K | New |
| ICE Intercontinental Exchange Inc. | 0.01% | 86 | $14K | New |
| STX Seagate Technology Holdings | 0.01% | 50 | $14K | New |
| PFE Pfizer Inc. | 0.01% | 550 | $14K | New |
| KD Kyndryl Holdings Inc. | 0.01% | 511 | $14K | New |
| PHIN Phinia Inc. | 0.01% | 212 | $13K | New |
| EMLC Vaneck JPM Em Local Curr BND | 0.01% | 502 | $13K | New |
| MP MP Materials Corp. | 0.01% | 252 | $13K | New |
| MDY State Street SPDR S&P Midcap | 0.01% | 20 | $12K | New |
| WBD Warner Bros Discovery Inc. | 0.01% | 408 | $12K | New |
| VFH Vanguard Financials ETF | 0.01% | 88 | $12K | New |
| SMCI Super Micro Computer Inc. | 0.01% | 400 | $12K | New |
| LCTU iShares U.S. Carbon Transiti | 0.01% | 155 | $11K | New |
| BITB Bitwise Bitcoin ETF | 0.01% | 240 | $11K | New |
| CPB The Campbell's Company | 0.01% | 400 | $11K | New |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 57 | $11K | New |
| FPWR First Trust Eip Power Soluti | 0.01% | 325 | $11K | New |
| AN Autonation Inc. | 0.01% | 50 | $10K | New |
| GEHC GE Healthcare Technology | 0.01% | 125 | $10K | New |
| IEMG iShares Core MSCI Emerging | 0.00% | 150 | $10K | New |
| LGLV SPDR US LC Low Vol Idx | 0.00% | 57 | $10K | New |
| NTB Bank of N.T. Butterfield&son | 0.00% | 200 | $10K | New |
| BSX Boston Scientific Corp. | 0.00% | 104 | $10K | New |
| VGIT Vanguard Intermediate-Term T | 0.00% | 163 | $10K | New |
| IWY iShares Russell Top 200 Grow | 0.00% | 34 | $9K | New |
| NOW ServiceNow Inc. | 0.00% | 60 | $9K | New |
| ECL Ecolab Inc. | 0.00% | 35 | $9K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 90 | $8K | New |
| TIP iShares Tips Bond ETF | 0.00% | 75 | $8K | New |
| WAY Waystar Holding Corp. | 0.00% | 250 | $8K | New |
| IYK iShares US Consumer Staples | 0.00% | 120 | $8K | New |
| CLF Cleveland-Cliffs Inc. | 0.00% | 590 | $8K | New |
| USIG iShares Broad Usd Investment | 0.00% | 151 | $8K | New |
| SOBO South Bow Corp. | 0.00% | 280 | $8K | New |
| KYN Kayne Anderson Energy Infra | 0.00% | 620 | $8K | New |
| BAX Baxter International Inc. | 0.00% | 400 | $8K | New |
| PNR Pentair PLC | 0.00% | 72 | $7K | New |
| COP Conocophillips | 0.00% | 80 | $7K | New |
| UPS United Parcel Service Class B | 0.00% | 75 | $7K | New |
| IUSV iShares Core S&P U.S. Value | 0.00% | 72 | $7K | New |
| INTC Intel Corp. | 0.00% | 200 | $7K | New |
| KMI Kinder Morgan Inc. | 0.00% | 260 | $7K | New |
| MET Metlife Inc. | 0.00% | 82 | $6K | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 14 | $6K | New |
| VZ Verizon Communications Inc. | 0.00% | 150 | $6K | Reduce -96.9% |
| VPU Vanguard Utilities ETF | 0.00% | 33 | $6K | New |
| TLT iShares 20+ Year Treasury BD | 0.00% | 70 | $6K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 100 | $6K | New |
| VONG Vanguard Russell 1000 Growth | 0.00% | 44 | $5K | New |
| ISCV iShares Morningstar Small-Ca | 0.00% | 75 | $5K | New |
| WFC Wells Fargo & Co. | 0.00% | 55 | $5K | New |
| EMPIRE PETE CORP COM | 0.00% | 1,651 | $5K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 200 | $5K | New |
| IAU iShares Gold Trust | 0.00% | 57 | $5K | New |
| BKR Baker Hughes Co. | 0.00% | 100 | $5K | New |
| HPQ HP Inc. | 0.00% | 200 | $4K | New |
| ADSK Autodesk Inc. | 0.00% | 14 | $4K | New |
| LEN Lennar Corp. Class A | 0.00% | 40 | $4K | New |
| XPO Xpo Inc. | 0.00% | 30 | $4K | New |
| KGC Kinross Gold Corp. | 0.00% | 144 | $4K | New |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 29 | $3K | New |
| EWJ iShares MSCI Japan ETF | 0.00% | 43 | $3K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 80 | $3K | New |
| SHEL Shell PLC-ADR | 0.00% | 45 | $3K | New |
| ITOT iShares Core S&P Total U.S. | 0.00% | 22 | $3K | New |
| CNQ Canadian Natural Resources | 0.00% | 96 | $3K | New |
| CP Canadian Pacific Kansas City | 0.00% | 43 | $3K | New |
| MBB iShares MBS ETF | 0.00% | 33 | $3K | New |
| BTI British American Tob-SP ADR | 0.00% | 55 | $3K | New |
| CKX CKX Lands Inc. filed as CKX LDS INC | 0.00% | 339 | $3K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 57 | $3K | New |
| EVRG Evergy Inc. | 0.00% | 41 | $3K | New |
| XLP SS Consumer Staples Sel Sect | 0.00% | 35 | $3K | New |
| EOLS Evolus Inc. | 0.00% | 400 | $3K | New |
| EXE Expand Energy Corp. | 0.00% | 24 | $3K | New |
| PVI Invesco Floating Rate Munici | 0.00% | 100 | $2K | New |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 30 | $2K | New |
| FISV Fiserv Inc. | 0.00% | 35 | $2K | New |
| APTV Aptiv PLC | 0.00% | 30 | $2K | New |
| DLX Deluxe Corp. | 0.00% | 100 | $2K | New |
| GNRC Generac Holdings Inc. | 0.00% | 15 | $2K | New |
| XOVR Ershares Private-Public Cros | 0.00% | 100 | $2K | New |
| DOV Dover Corp. | 0.00% | 10 | $2K | New |
| SNX TD Synnex Corp. | 0.00% | 12 | $2K | New |
| VTHR Vanguard Russell 3000 | 0.00% | 6 | $2K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 45 | $2K | New |
| VGSH Vanguard Short-Term Treasury | 0.00% | 27 | $2K | New |
| VGLT Vanguard Long-Term Treasury | 0.00% | 27 | $2K | New |
| MERC Mercer International Inc. | 0.00% | 755 | $1K | New |
| FAX Abrdn Asia-Pacific Income | 0.00% | 97 | $1K | New |
| WM Waste Management Inc. | 0.00% | 6 | $1K | New |
| KHC The Kraft Heinz Co. | 0.00% | 50 | $1K | New |
| SCHO Schwab Short-Term US Treas | 0.00% | 41 | $999 | New |
| PINS Pinterest Inc. Class A | 0.00% | 35 | $906 | New |
| VTRS Viatris Inc. | 0.00% | 66 | $822 | New |
| RACE Ferrari NV | 0.00% | 2 | $749 | New |
| PPC Pilgrim's Pride Corp. | 0.00% | 19 | $741 | New |
| CHTR Charter Communications Inc. Class A | 0.00% | 3 | $626 | New |
| MRP Millrose Properties | 0.00% | 20 | $597 | New |
| WDS Woodside Energy Group-ADR | 0.00% | 36 | $561 | New |
| CNXC Concentrix Corp. | 0.00% | 12 | $499 | New |
| BHF Brighthouse Financial Inc. | 0.00% | 7 | $454 | New |
| UAL United Airlines Holdings Inc. | 0.00% | 3 | $335 | New |
| GIL Gildan Activewear Inc. | 0.00% | 5 | $312 | New |
| XAWFX Alliancebernstein GL Hi Inc. | 0.00% | 3 | $32 | New |
| SNDL SNDL Inc. | 0.00% | 12 | $20 | New |
| OBE Obsidian Energy Ltd. | 0.00% | 3 | $18 | New |