| VTI VG Morningstar TS MKT ETF-US | 18.42% | 235,837 | $79.1M | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 11.39% | 340,681 | $48.9M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 7.56% | 51,712 | $32.4M | Add +22.8% |
| VEA Vanguard Ftse Developed ETF | 7.54% | 517,824 | $32.3M | Add +18.9% |
| SCHF Schwab Intl Equity ETF | 6.75% | 1,205,272 | $29.0M | Add +20.4% |
| IJR iShares Core S&P Small-Cap E | 2.57% | 91,929 | $11.0M | Reduce -16.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.46% | 36,387 | $10.6M | Reduce -27.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.13% | 13,402 | $9.1M | Reduce -2.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.09% | 32,111 | $9.0M | Reduce -16.3% |
| VTWO Vanguard Russell 2000 ETF | 1.37% | 59,023 | $5.9M | Add +17259.7% |
| MSFT Microsoft Corp. | 1.23% | 10,908 | $5.3M | Add +8.8% |
| AVGO Broadcom Inc. | 1.22% | 15,167 | $5.2M | Add +11.6% |
| IDV iShares International Select | 1.17% | 127,529 | $5.0M | Reduce -9.4% |
| NVDA Nvidia Corp. | 1.12% | 25,885 | $4.8M | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 1.00% | 17,396 | $4.3M | Add +6.6% |
| AAPL Apple Inc. | 0.97% | 15,288 | $4.2M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.88% | 12,027 | $3.8M | Add +3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.75% | 12,521 | $3.2M | Add +182.8% |
| DVY iShares Select Dividend ETF | 0.75% | 22,713 | $3.2M | Add +0.1% |
| VONG Vanguard Russell 1000 Growth | 0.74% | 26,187 | $3.2M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 0.70% | 4,398 | $3.0M | Add +7.5% |
| IVW iShares S&P 500 Growth ETF | 0.63% | 22,065 | $2.7M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.63% | 30,146 | $2.7M | Add +1.5% |
| AMZN Amazon.com Inc. | 0.63% | 11,667 | $2.7M | Add +23.8% |
| IVE iShares S&P 500 Value ETF | 0.63% | 12,649 | $2.7M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 40,236 | $2.7M | Reduce -5.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.54% | 17,756 | $2.3M | No change |
| META Meta Platforms Inc. Class A | 0.53% | 3,470 | $2.3M | Add +30.2% |
| SCHB Schwab US Broad Market ETF | 0.53% | 87,261 | $2.3M | Add +0.3% |
| NFLX Netflix Inc. | 0.52% | 23,990 | $2.2M | Add +4.3% |
| GS Goldman Sachs Group Inc. | 0.50% | 2,459 | $2.2M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.50% | 21,989 | $2.1M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.47% | 27,671 | $2.0M | Add +1.5% |
| AMD Advanced Micro Devices | 0.43% | 8,681 | $1.9M | No change |
| MCD McDonald's Corp. | 0.42% | 5,879 | $1.8M | Add +0.0% |
| APAM Artisan Partners Asset Ma -A | 0.41% | 42,878 | $1.7M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 3,328 | $1.6M | Add +0.0% |
| EFV iShares MSCI Eafe Value ETF | 0.37% | 21,998 | $1.6M | Add +0.9% |
| VTHR Vanguard Russell 3000 | 0.34% | 4,880 | $1.5M | Add +0.2% |
| MS Morgan Stanley | 0.31% | 7,607 | $1.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 4,546 | $1.3M | Reduce -6.7% |
| JPM JPMorgan Chase & Co. | 0.31% | 4,134 | $1.3M | Reduce -0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.31% | 11,635 | $1.3M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 6,552 | $1.3M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 2,489 | $1.3M | Add +0.4% |
| HDV iShares Core High Dividend E | 0.29% | 10,185 | $1.2M | Add +5.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.28% | 21,557 | $1.2M | Add +40.4% |
| IWF iShares Russell 1000 Growth | 0.27% | 2,424 | $1.1M | Reduce -6.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 20,409 | $1.1M | Add +0.9% |
| CAT Caterpillar Inc. | 0.24% | 1,824 | $1.0M | Add +1.7% |
| DLN Wisdomtree US Largecap Divid | 0.24% | 11,700 | $1.0M | No change |
| CVX Chevron Corp. | 0.24% | 6,703 | $1.0M | No change |
| ABBV Abbvie Inc. | 0.24% | 4,465 | $1.0M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.24% | 10,559 | $1.0M | Add +0.1% |
| CLSE Convergence Long/Short Eqy | 0.23% | 36,725 | $1.0M | No change |
| HD Home Depot Inc. | 0.23% | 2,888 | $994K | Add +1.8% |
| LLY Eli Lilly & Co. | 0.22% | 871 | $936K | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.21% | 2,917 | $915K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 11,563 | $911K | Reduce -4.9% |
| T AT&T Inc. | 0.21% | 36,216 | $900K | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.21% | 7,335 | $883K | No change |
| V Visa Inc. Class A | 0.20% | 2,455 | $861K | Add +11.1% |
| VZ Verizon Communications Inc. | 0.19% | 20,271 | $826K | Add +2.0% |
| BKLN Invesco Senior Loan ETF | 0.19% | 39,077 | $821K | Add +9.2% |
| LOW Lowe's Cos Inc. | 0.19% | 3,328 | $803K | Reduce -0.0% |
| MUB iShares National Muni Bond E | 0.18% | 7,093 | $760K | Add +57.4% |
| MMM 3M Co. | 0.17% | 4,466 | $715K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.17% | 9,975 | $714K | Add +4.3% |
| IGF iShares Global Infrastructur | 0.16% | 11,320 | $695K | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.16% | 7,081 | $680K | Add +9.6% |
| MCK McKesson Corp. | 0.16% | 823 | $675K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.16% | 4,770 | $673K | No change |
| DFUV Dimensional US Marketwide Va | 0.15% | 14,225 | $663K | Add +88.2% |
| BRC Brady Corporation Class A | 0.15% | 8,376 | $656K | No change |
| TPG TPG Inc. | 0.15% | 10,000 | $638K | No change |
| CIEN Ciena Corp. | 0.15% | 2,700 | $631K | No change |
| ONB Old National Bancorp | 0.14% | 26,244 | $586K | No change |
| MSI Motorola Solutions Inc. | 0.13% | 1,495 | $573K | No change |
| MTG Mgic Investment Corp. | 0.13% | 19,439 | $568K | No change |
| FISV Fiserv Inc. | 0.13% | 8,453 | $568K | Add +212.4% |
| JNJ Johnson & Johnson | 0.13% | 2,731 | $565K | Reduce -0.3% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.13% | 8,386 | $555K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.13% | 2,562 | $539K | No change |
| GE General Electric filed as GE AEROSPACE | 0.12% | 1,700 | $524K | No change |
| AMLP Alerian MLP ETF | 0.12% | 11,088 | $521K | Reduce -15.7% |
| CMA Comerica Inc. | 0.12% | 5,730 | $498K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 2,263 | $497K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.12% | 4,701 | $495K | Add +20.4% |
| SCHW Schwab (charles) Corp. | 0.12% | 4,945 | $494K | Add +0.1% |
| EFAX State Street SPDR MSCI Eafe | 0.11% | 9,443 | $477K | Add +23.2% |
| KYN Kayne Anderson Energy Infra | 0.11% | 38,146 | $472K | No change |
| ABT Abbott Laboratories | 0.11% | 3,708 | $465K | Reduce -0.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.10% | 6,358 | $427K | Add +1.2% |
| RDDT Reddit Inc. Class A | 0.10% | 1,798 | $413K | Reduce -35.7% |
| FIS Fidelity National Info Serv | 0.10% | 6,137 | $408K | Add +24.5% |
| UBER Uber Technologies Inc. | 0.09% | 4,871 | $398K | Add +23.4% |
| AVDE Avantis International Equity | 0.09% | 4,823 | $397K | Add +2072.5% |
| TSLA Tesla Inc. | 0.09% | 871 | $392K | Reduce -11.6% |
| DHI D.R. Horton Inc. | 0.09% | 2,690 | $387K | No change |
| BX Blackstone Inc. | 0.09% | 2,470 | $381K | No change |
| ISRG Intuitive Surgical Inc. | 0.09% | 672 | $380K | Add +21.3% |
| AVEM Avantis Emerging Markets Eq | 0.09% | 4,879 | $376K | Add +381.6% |
| JPC Nuveen Prefered & Income Opp | 0.08% | 44,465 | $361K | No change |
| TXN Texas Instruments Inc. | 0.08% | 2,019 | $350K | Add +129.2% |
| WMT Walmart Inc. | 0.08% | 3,103 | $346K | Reduce -0.3% |
| CCJ Cameco Corp. | 0.08% | 3,728 | $341K | Reduce -19.7% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.08% | 2,330 | $331K | No change |
| APP AppLovin Corp. Class A | 0.08% | 490 | $330K | Add +322.4% |
| COR Cencora Inc. | 0.07% | 950 | $321K | No change |
| ATI Ati Inc. | 0.07% | 2,794 | $321K | No change |
| APH Amphenol Corp. Class A | 0.07% | 2,360 | $319K | No change |
| DFLV Dim US Large Cap Value ETF | 0.07% | 9,058 | $310K | New |
| INTC Intel Corp. | 0.07% | 8,350 | $308K | No change |
| WM Waste Management Inc. | 0.07% | 1,373 | $302K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 6,051 | $300K | Add +972.9% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 9,186 | $300K | Add +5.3% |
| TMUS T-Mobile US Inc. | 0.07% | 1,450 | $294K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.07% | 2,660 | $293K | Add +58.6% |
| DE Deere & Co. | 0.07% | 625 | $291K | Add +25.0% |
| IWB iShares Russell 1000 ETF | 0.07% | 764 | $285K | Reduce -55.7% |
| MO Altria Group Inc. | 0.07% | 4,900 | $283K | No change |
| MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.06% | 7,213 | $277K | No change |
| ADI Analog Devices Inc. | 0.06% | 1,021 | $277K | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.06% | 480 | $274K | Add +1.7% |
| CAH Cardinal Health Inc. | 0.06% | 1,300 | $267K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,503 | $267K | Add +5.0% |
| GLD SPDR Gold Shares | 0.06% | 653 | $259K | Add +0.3% |
| HON Honeywell International Inc. | 0.06% | 1,322 | $258K | No change |
| XLE SS Energy Select Sector | 0.06% | 5,763 | $258K | Add +89.6% |
| ACWV iShares MSCI Global Min Vol | 0.06% | 2,155 | $256K | Add +1.0% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,614 | $240K | Add +131.2% |
| MCS Marcus Corporation | 0.06% | 15,390 | $239K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 1,340 | $238K | Add +3.1% |
| IUSV iShares Core S&P U.S. Value | 0.06% | 2,322 | $238K | Add +1.3% |
| BRO Brown & Brown Inc. | 0.05% | 2,900 | $231K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 3,024 | $227K | Add +2.4% |
| CBU Community Financial System I | 0.05% | 3,925 | $225K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.05% | 5,150 | $225K | No change |
| DFAS Dimensional US Small Cap ETF | 0.05% | 3,221 | $224K | Add +1084.2% |
| LNC Lincoln National Corp. | 0.05% | 5,000 | $223K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 1,152 | $221K | Add +3.4% |
| DFAC Dimensional US Core Equity 2 | 0.05% | 5,570 | $221K | Add +0.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 1,527 | $219K | Add +2.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 5,015 | $214K | Add +0.3% |
| RSG Republic Services Inc. | 0.05% | 1,000 | $212K | No change |
| AGG iShares Core U.S. Aggregate | 0.05% | 2,120 | $212K | Add +28.6% |
| SNOW Snowflake Inc. | 0.05% | 956 | $210K | Add +9.9% |
| LULU Lululemon Athletica Inc. | 0.05% | 993 | $206K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 2,000 | $205K | No change |
| PPA Invesco Aerospace & Defense | 0.05% | 1,290 | $202K | No change |
| MAS Masco Corp. | 0.05% | 3,111 | $197K | No change |
| PDLB Ponce Financial Group Inc. | 0.05% | 12,000 | $196K | No change |
| C Citigroup Inc. | 0.04% | 1,620 | $189K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.04% | 741 | $186K | No change |
| SMR Nuscale Power Corp. | 0.04% | 12,984 | $184K | Add +859.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 867 | $184K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.04% | 988 | $182K | New |
| CRBG Corebridge Financial Inc. | 0.04% | 6,000 | $181K | No change |
| ETN Eaton Corp. PLC | 0.04% | 568 | $181K | No change |
| IEMG iShares Core MSCI Emerging | 0.04% | 2,671 | $180K | Add +49.0% |
| STWD Starwood Property Trust Inc. | 0.04% | 9,900 | $178K | No change |
| LNG Cheniere Energy Inc. | 0.04% | 917 | $178K | No change |
| COST Costco Wholesale Corp. | 0.04% | 206 | $178K | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 286 | $176K | Add +10.8% |
| CRM Salesforce Inc. | 0.04% | 635 | $168K | Add +561.5% |
| WEC WEC Energy Group Inc. | 0.04% | 1,580 | $167K | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.04% | 2,163 | $167K | Reduce -9.8% |
| VKTX Viking Therapeutics Inc. | 0.04% | 4,714 | $166K | New |
| MPC Marathon Petroleum Corp. | 0.04% | 1,004 | $163K | No change |
| UNH Unitedhealth Group Inc. | 0.04% | 492 | $162K | Reduce -45.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,050 | $161K | No change |
| DVN Devon Energy Corp. | 0.04% | 4,380 | $160K | New |
| EXAS Exact Sciences Corp. | 0.04% | 1,575 | $160K | Reduce -78.3% |
| BSX Boston Scientific Corp. | 0.04% | 1,672 | $159K | No change |
| MET Metlife Inc. | 0.04% | 2,000 | $158K | No change |
| ET Energy Transfer LP | 0.04% | 9,556 | $158K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.04% | 2,767 | $157K | No change |
| PWR Quanta Services Inc. | 0.04% | 372 | $157K | No change |
| DFNM Dimensional National Muni BD | 0.04% | 3,209 | $155K | New |
| SCHX Schwab US Large-Cap ETF | 0.04% | 5,740 | $154K | No change |
| IGE iShares North American Natur | 0.04% | 3,000 | $151K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 1,075 | $150K | Add +8.2% |
| IWV iShares Russell 3000 ETF | 0.03% | 378 | $146K | No change |
| OKLO Oklo Inc. | 0.03% | 2,037 | $146K | Add +202.7% |
| XHB SS SPDR S&P Homebldrs ETF | 0.03% | 1,393 | $143K | Add +31.9% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 1,093 | $142K | Add +70.0% |
| CAVA Cava Group Inc. | 0.03% | 2,388 | $140K | Add +293.4% |
| RKLB Rocket Lab Corp. | 0.03% | 2,000 | $140K | New |
| USB US Bancorp | 0.03% | 2,585 | $138K | Add +12.1% |
| CGGR Cap Group Growth Equity | 0.03% | 3,100 | $138K | No change |
| VIRT Virtu Financial Inc. Class A | 0.03% | 4,030 | $134K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.03% | 1,196 | $133K | Add +11.8% |
| GEV GE Vernova Inc. | 0.03% | 202 | $132K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 664 | $132K | Add +66.0% |
| SPGI S&P Global Inc. | 0.03% | 245 | $128K | No change |
| DHR Danaher Corp. | 0.03% | 558 | $128K | No change |
| PG The Procter & Gamble Co. | 0.03% | 890 | $128K | Add +6.3% |
| EMB iShares JP Morgan Usd Emergi | 0.03% | 1,322 | $127K | Add +1.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.03% | 1,791 | $120K | New |
| DFAT Dimensional US Target Value | 0.03% | 1,989 | $118K | New |
| PYPL PayPal Holdings Inc. | 0.03% | 1,996 | $116K | Add +0.3% |
| GM General Motors Co. | 0.03% | 1,413 | $115K | No change |
| RVT Royce Small-Cap Trust Inc. | 0.03% | 7,000 | $113K | No change |
| FTCS First Trust Capital Strength | 0.03% | 1,201 | $111K | Add +0.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 267 | $110K | No change |
| MTZ Mastec Inc. | 0.03% | 500 | $109K | No change |
| KO The Coca-Cola Co. | 0.02% | 1,522 | $106K | No change |
| EPD Enterprise Products Partners | 0.02% | 3,300 | $106K | No change |
| QUINCE THERAPEUTICS INC | 0.02% | 31,568 | $106K | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.02% | 4,145 | $105K | New |
| DFSV Dimensional US Small Cap Val | 0.02% | 3,178 | $105K | Add +9530.3% |
| DIHP Dimensional International Hi | 0.02% | 3,251 | $103K | Add +783.4% |
| METL Sprott Act Metals&miners ETF | 0.02% | 3,982 | $101K | New |
| IWO iShares Russell 2000 Growth | 0.02% | 311 | $100K | Add +7675.0% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 3,308 | $99K | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.02% | 163 | $98K | No change |
| GILD Gilead Sciences Inc. | 0.02% | 800 | $98K | No change |
| PAYX Paychex Inc. | 0.02% | 870 | $98K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 2,186 | $97K | Add +12.6% |
| ADBE Adobe Inc. | 0.02% | 276 | $97K | Reduce -70.6% |
| GIS General Mills Inc. | 0.02% | 2,077 | $97K | Add +42.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 2,118 | $96K | Add +123.4% |
| VGT Vanguard Info Tech ETF | 0.02% | 127 | $96K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 1,766 | $95K | Add +4.7% |
| IAU iShares Gold Trust | 0.02% | 1,156 | $94K | Add +37.8% |
| CEG Constellation Energy | 0.02% | 264 | $93K | Reduce -16.7% |
| GRID First TRST Nasd Class Edg Sgiif | 0.02% | 609 | $93K | Add +98.4% |
| WFC Wells Fargo & Co. | 0.02% | 1,000 | $93K | No change |
| BEPC Brookfield Renewable Corp. | 0.02% | 2,394 | $92K | New |
| RBRK Rubrik Inc. Class A | 0.02% | 1,191 | $91K | Reduce -73.5% |
| TEM Tempus AI Inc. Class A | 0.02% | 1,539 | $91K | New |
| FIGS Figs Inc. Class A | 0.02% | 7,997 | $91K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 1,013 | $91K | Add +27.6% |
| PEP Pepsico Inc. | 0.02% | 622 | $89K | Reduce -8.5% |
| AVDV Avantis Intl S/C Value ETF | 0.02% | 946 | $89K | Add +150.3% |
| CRDO Credo Technology Group Holdi | 0.02% | 616 | $89K | No change |
| COP Conocophillips | 0.02% | 946 | $89K | No change |
| TAN Invesco Solar ETF | 0.02% | 1,798 | $88K | New |
| NKE Nike Inc. Class B | 0.02% | 1,357 | $86K | Add +19285.7% |
| GLW Corning Inc. | 0.02% | 964 | $84K | No change |
| AQST Aquestive Therapeutics Inc. | 0.02% | 13,000 | $84K | No change |
| XME SS SPDR S&P Metals Mining | 0.02% | 809 | $84K | Add +58.0% |
| CHWY Chewy Inc. Class A | 0.02% | 2,500 | $83K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 500 | $81K | No change |
| FVD First Trust Value Line DVD | 0.02% | 1,755 | $81K | No change |
| VONE Vanguard Russell 1000 | 0.02% | 252 | $78K | No change |
| AMP Ameriprise Financial Inc. | 0.02% | 159 | $78K | No change |
| JLL Jones Lang Lasalle Inc. | 0.02% | 226 | $76K | No change |
| SCHA Schwab US Small-Cap ETF | 0.02% | 2,517 | $72K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.02% | 888 | $71K | No change |
| BLK BlackRock Inc. | 0.02% | 65 | $70K | Reduce -8.4% |
| KELYA Kelly Services Inc. Class A | 0.02% | 7,891 | $69K | No change |
| KR Kroger Co. | 0.02% | 1,100 | $69K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 496 | $68K | Reduce -12.2% |
| PTLC Pacer Trendpilot US Large Ca | 0.02% | 1,207 | $67K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 465 | $66K | No change |
| VFH Vanguard Financials ETF | 0.02% | 490 | $65K | No change |
| RITM Rithm Capital Corp. | 0.02% | 6,000 | $65K | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.01% | 2,036 | $64K | No change |
| ORCL Oracle Corp. | 0.01% | 322 | $63K | Add +2.5% |
| AEP American Electric Power | 0.01% | 540 | $62K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 1,339 | $61K | No change |
| XLI SS Industrial Select Sector | 0.01% | 389 | $60K | Add +27.1% |
| JCI Johnson Controls Internation | 0.01% | 500 | $60K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 2,000 | $60K | Reduce -26.9% |
| SOVF Sovereign's Capital Flourish | 0.01% | 2,016 | $59K | Add +30.6% |
| DFIV Dimensional International Va | 0.01% | 1,170 | $58K | Add +381.5% |
| ITW Illinois Tool Works | 0.01% | 235 | $58K | No change |
| TEL Te Connectivity PLC | 0.01% | 250 | $57K | No change |
| OEF iShares S&P 100 ETF | 0.01% | 164 | $56K | Add +30.2% |
| MEDP Medpace Holdings Inc. | 0.01% | 100 | $56K | New |
| LIN Linde PLC | 0.01% | 128 | $55K | Reduce -4.5% |
| RWL Invesco S&P 500 Revenue ETF | 0.01% | 475 | $54K | No change |
| ADP Automatic Data Processing | 0.01% | 210 | $54K | No change |
| CB Chubb Ltd. | 0.01% | 173 | $54K | Reduce -2.8% |
| TOL Toll Brothers Inc. | 0.01% | 398 | $54K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 177 | $54K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 213 | $53K | Add +14.5% |
| VONV Vanguard Russell 1000 Value | 0.01% | 575 | $53K | Add +3.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.01% | 654 | $53K | Add +707.4% |
| YUM Yum! Brands Inc. | 0.01% | 350 | $53K | No change |
| REET iShares Global REIT ETF | 0.01% | 2,122 | $53K | Add +211.1% |
| IMCV iShares Morningstar Mid-Cap | 0.01% | 642 | $53K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 1,424 | $51K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 879 | $51K | No change |
| CLX Clorox Company | 0.01% | 500 | $50K | New |
| CHD Church & Dwight Co. Inc. | 0.01% | 600 | $50K | No change |
| RJF Raymond James Financial Inc. | 0.01% | 300 | $48K | No change |
| UEC Uranium Energy Corp. | 0.01% | 4,000 | $47K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 151 | $46K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 376 | $45K | Add +16.8% |
| PSX Phillips 66 | 0.01% | 346 | $45K | No change |
| NEE Nextera Energy Inc. | 0.01% | 554 | $44K | Reduce -2.8% |
| XLV SS Health Care Select Sector | 0.01% | 268 | $41K | Add +50.6% |
| PODD Insulet Corp. | 0.01% | 145 | $41K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 1,494 | $41K | No change |
| JPST JPMorgan Ultra-Short Income | 0.01% | 808 | $41K | Add +1224.6% |
| VLO Valero Energy Corp. | 0.01% | 250 | $41K | New |
| OPK Opko Health Inc. | 0.01% | 32,000 | $40K | No change |
| DSTL Distillate US Fundamental St | 0.01% | 681 | $40K | No change |
| DGRO iShares Core Dividend Growth | 0.01% | 563 | $39K | No change |
| NPK National Presto Inds Inc. | 0.01% | 366 | $39K | No change |
| SONY Sony Group Corp. - SP ADR | 0.01% | 1,520 | $39K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 200 | $39K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 372 | $39K | No change |
| GOVI Invesco Equal Weight 0-30 YR | 0.01% | 1,396 | $38K | New |
| JQUA JPMorgan US Quality Factor | 0.01% | 594 | $38K | Add +65.5% |
| HPQ HP Inc. | 0.01% | 1,660 | $37K | No change |
| PAA Plains All Amer Pipeline LP | 0.01% | 2,053 | $37K | Add +2.2% |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 777 | $36K | Add +145.9% |
| EMR Emerson Electric Co. | 0.01% | 255 | $34K | Reduce -12.1% |
| ARW Arrow Electronics Inc. | 0.01% | 300 | $33K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.01% | 392 | $32K | No change |
| PDP Invesco Dorsey Wright Moment | 0.01% | 275 | $32K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 331 | $31K | No change |
| VCR Vanguard Consumer Discre ETF | 0.01% | 78 | $31K | Reduce -2.5% |
| B Barrick Mining Corp. | 0.01% | 700 | $30K | No change |
| HSIC Henry Schein Inc. | 0.01% | 400 | $30K | No change |
| INTF iShares International Equity | 0.01% | 800 | $30K | Reduce -68.4% |
| GPK Graphic Packaging Holding Co. | 0.01% | 2,000 | $30K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 232 | $28K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 357 | $28K | Add +2.6% |
| IWN iShares Russell 2000 Value E | 0.01% | 152 | $28K | Add +2071.4% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 500 | $27K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.01% | 1,033 | $27K | No change |
| QCOM Qualcomm Inc. | 0.01% | 155 | $27K | No change |
| AMT American Tower Corp. | 0.01% | 150 | $26K | No change |
| PAVE Global X US Infrastructure | 0.01% | 545 | $26K | No change |
| XLK SS Technology Select Sector | 0.01% | 179 | $26K | New |
| PPL PPL Corp. | 0.01% | 706 | $25K | No change |
| CRH CRH PLC | 0.01% | 197 | $25K | No change |
| FV First Trust DW Focus 5 Fund | 0.01% | 389 | $24K | No change |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 384 | $24K | No change |
| AMGN Amgen Inc. | 0.01% | 73 | $24K | Reduce -19.8% |
| SCHV Schwab US Large-Cap Value | 0.01% | 789 | $23K | No change |
| GLPI Gaming and Leisure Propertie | 0.01% | 517 | $23K | No change |
| URNM Sprott Uranium Miners ETF | 0.01% | 414 | $23K | Reduce -79.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.01% | 372 | $23K | Add +416.7% |
| FCFS Firstcash Holdings Inc. | 0.01% | 142 | $23K | No change |
| CSX CSX Corp. | 0.01% | 606 | $22K | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.01% | 500 | $22K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 4 | $21K | No change |
| EXPE Expedia Group Inc. | 0.00% | 72 | $20K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 42 | $20K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 173 | $20K | No change |
| UNP Union Pacific Corp. | 0.00% | 84 | $19K | Reduce -5.6% |
| XMTR Xometry Inc. Class A | 0.00% | 303 | $18K | No change |
| MCHP Microchip Technology Inc. | 0.00% | 280 | $18K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 646 | $18K | No change |
| PWV Invesco Large Cap Value ETF | 0.00% | 259 | $17K | New |
| BDYN iShares DYN Act ETF | 0.00% | 664 | $17K | New |
| TPR Tapestry Inc. | 0.00% | 130 | $17K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 160 | $16K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 589 | $16K | Add +0.3% |
| EW Edwards Lifesciences Corp. | 0.00% | 183 | $16K | No change |
| RACE Ferrari NV | 0.00% | 42 | $16K | No change |
| BND Vanguard Total Bond Market | 0.00% | 208 | $15K | No change |
| AVUS Avantis U.S. Equity ETF | 0.00% | 137 | $15K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.00% | 325 | $15K | New |
| FALN iShares Fallen Angels ETF | 0.00% | 543 | $15K | New |
| DISV Dimensional International SM | 0.00% | 384 | $15K | No change |
| DFAU Dimensional US Core Equity M | 0.00% | 308 | $14K | New |
| XLF SS Financial Select Sector | 0.00% | 262 | $14K | New |
| PGR Progressive Corp. | 0.00% | 63 | $14K | No change |
| PCAR Paccar Inc. | 0.00% | 125 | $14K | No change |
| EMN Eastman Chemical Co. | 0.00% | 200 | $13K | No change |
| LUV Southwest Airlines Co. | 0.00% | 300 | $12K | New |
| ACWI iShares MSCI Acwi ETF | 0.00% | 87 | $12K | No change |
| GNR State Street SPDR S&P Global | 0.00% | 189 | $12K | No change |
| D Dominion Energy Inc. | 0.00% | 200 | $12K | No change |
| URI United Rentals Inc. | 0.00% | 14 | $11K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 50 | $11K | No change |
| VLTO Veralto Corp. | 0.00% | 113 | $11K | No change |
| AXP American Express Co. | 0.00% | 30 | $11K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 122 | $11K | Add +7.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 96 | $11K | Add +15.7% |
| CRSP Crispr Therapeutics AG | 0.00% | 202 | $11K | No change |
| DOX Amdocs Ltd. | 0.00% | 125 | $10K | No change |
| IQLT iShares MSCI International Q | 0.00% | 212 | $10K | No change |
| IYW iShares Ustechnology ETF | 0.00% | 49 | $10K | Add +2.1% |
| PCY Invesco Emerging Markets Sov | 0.00% | 429 | $9K | New |
| CDC Victoryshares US Eq Income E | 0.00% | 136 | $9K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 146 | $9K | No change |
| U Unity Software Inc. | 0.00% | 195 | $9K | No change |
| ACN Accenture PLC Class A | 0.00% | 32 | $9K | No change |
| GDX Vaneck Gold Miners ETF | 0.00% | 100 | $9K | No change |
| JTEK JPMorgan US Tech Leaders | 0.00% | 95 | $9K | No change |
| BE Bloom Energy Corp. Class A | 0.00% | 93 | $8K | No change |
| PEG Public Service Enterprise GP | 0.00% | 100 | $8K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 59 | $8K | No change |
| XMHQ Invesco S&P Midcap Qual ETF | 0.00% | 78 | $8K | New |
| COPX Global X Copper Miners ETF | 0.00% | 107 | $8K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 65 | $8K | New |
| MRSH Marsh & McLennan Cos | 0.00% | 41 | $8K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 200 | $8K | No change |
| LIF LIFE360 Inc. | 0.00% | 118 | $8K | No change |
| AFL Aflac Inc. | 0.00% | 65 | $7K | Reduce -13.3% |
| THRO iShares U.S. Thematic Rotati | 0.00% | 180 | $7K | New |
| BAI Ishrs AI in and Tech Act ETF | 0.00% | 205 | $7K | New |
| PFE Pfizer Inc. | 0.00% | 272 | $7K | No change |
| SMTH Alps SMTH Cor BD Plus ETF | 0.00% | 256 | $7K | No change |
| SSRM SSR Mining Inc. | 0.00% | 300 | $7K | No change |
| AVUV Avantis US Small Cap Value | 0.00% | 64 | $7K | No change |
| BOX Box Inc. Class A | 0.00% | 200 | $6K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.00% | 84 | $6K | New |
| SAP Sap SE-Sponsored ADR | 0.00% | 24 | $6K | No change |
| LMND Lemonade Inc. | 0.00% | 80 | $6K | No change |
| TT Trane Technologies PLC | 0.00% | 14 | $5K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.00% | 17 | $5K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.00% | 114 | $5K | Reduce -97.5% |
| GNRC Generac Holdings Inc. | 0.00% | 38 | $5K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 71 | $5K | Reduce -6.6% |
| IHDG Wisdomtree International Hed | 0.00% | 99 | $5K | No change |
| GWX State Street SPDR S&P Intern | 0.00% | 111 | $5K | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 193 | $4K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 334 | $4K | Add +190.4% |
| AIRR First Trust Rba American Ind | 0.00% | 42 | $4K | New |
| PKG Packaging Corp. of America | 0.00% | 20 | $4K | No change |
| ITA iShares U.S. Aerospace & Def | 0.00% | 19 | $4K | New |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 24 | $4K | New |
| LHX L3HARRIS Technologies Inc. | 0.00% | 13 | $4K | Reduce -38.1% |
| MBB iShares MBS ETF | 0.00% | 40 | $4K | New |
| WSM Williams-Sonoma Inc. | 0.00% | 20 | $4K | No change |
| NOW ServiceNow Inc. | 0.00% | 20 | $3K | Reduce -96.0% |
| GD General Dynamics Corp. | 0.00% | 9 | $3K | Reduce -43.8% |
| SPEM State Street SP PTF Em ETF | 0.00% | 63 | $3K | No change |
| MQ Marqeta Inc. | 0.00% | 561 | $3K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 65 | $3K | New |
| SMLF iShares US Smallcap Equity F | 0.00% | 34 | $3K | New |
| PWB Invesco Large Cap Growth ETF | 0.00% | 19 | $2K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 30 | $2K | No change |
| TLH iShares 10-20 Year Treasury | 0.00% | 22 | $2K | New |
| GTM Zoominfo Technologies Inc. | 0.00% | 217 | $2K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 25 | $2K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.00% | 7 | $2K | New |
| EZM Wisdomtree US Midcap Fund | 0.00% | 24 | $2K | New |
| EES Wisdomtree US Smallcap Fund | 0.00% | 27 | $2K | New |
| AIQ Global X Art Intel & Tech | 0.00% | 30 | $2K | No change |
| PLUG Plug Power Inc. | 0.00% | 763 | $2K | No change |
| NBIS Nebius Group NV | 0.00% | 63 | $1K | No change |
| IAGG iShares Intl Aggregate Bond | 0.00% | 29 | $1K | New |
| RING iShares MSCI Global Gold Min | 0.00% | 19 | $1K | New |
| DFGR Dim Global Real Estate ETF | 0.00% | 51 | $1K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.00% | 30 | $1K | New |
| BA The Boeing Co. | 0.00% | 6 | $1K | New |
| MATV Mativ Holdings Inc. | 0.00% | 100 | $1K | No change |
| SSYS Stratasys Ltd. | 0.00% | 138 | $1K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 33 | $1K | New |
| GEHC GE Healthcare Technology | 0.00% | 13 | $1K | Reduce -50.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 10 | $1K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 9 | $960 | New |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 10 | $919 | No change |
| CCI Crown Castle Inc. | 0.00% | 8 | $711 | No change |
| ICVT iShares Convertible Bond ETF | 0.00% | 7 | $699 | New |
| PFF iShares Preferred & Income S | 0.00% | 22 | $691 | Reduce -99.7% |
| BBAI Bigbear.ai Holdings Inc. | 0.00% | 125 | $675 | Add +25.0% |
| ASB Associated Banc-Corp. | 0.00% | 25 | $644 | Reduce -97.8% |
| WDS Woodside Energy Group-ADR | 0.00% | 41 | $639 | No change |
| CAG Conagra Brands Inc. | 0.00% | 35 | $606 | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 10 | $581 | New |
| XLB SS Materials Select Sector | 0.00% | 12 | $544 | New |
| EGHT 8X8 Inc. | 0.00% | 250 | $493 | No change |
| HYDB iShares High Yield Systemati | 0.00% | 10 | $451 | New |
| KSS Kohls Corp. | 0.00% | 20 | $408 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 14 | $403 | New |
| NMG Nouveau Monde Graphite Inc. | 0.00% | 150 | $372 | No change |
| KW Kennedy-Wilson Holdings Inc. | 0.00% | 37 | $358 | No change |
| CUBE Cubesmart | 0.00% | 8 | $288 | No change |
| SCLX Scilex Holding Co. | 0.00% | 20 | $244 | No change |
| WAB Wabtec Corp. | 0.00% | 1 | $213 | No change |
| SOLV Solventum Corp. | 0.00% | 1 | $79 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 6 | $9 | No change |