| SGOV iShares 0-3 Month Treasury B | 11.83% | 267,962 | $26.9M | Add +8.9% |
| IVV iShares Core S&P 500 ETF | 8.19% | 31,626 | $18.6M | Add +8.9% |
| AAPL Apple Inc. | 5.37% | 48,785 | $12.2M | Reduce -2.1% |
| AVUS Avantis U.S. Equity ETF | 4.73% | 110,888 | $10.7M | Add +4.2% |
| DSTL Distillate US Fundamental St | 4.06% | 167,963 | $9.2M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 3.79% | 44,045 | $8.6M | Reduce -6.0% |
| AMZN Amazon.com Inc. | 3.00% | 31,066 | $6.8M | Reduce -1.4% |
| ISRG Intuitive Surgical Inc. | 2.25% | 9,789 | $5.1M | Reduce -0.4% |
| MSFT Microsoft Corp. | 2.15% | 11,606 | $4.9M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 2.10% | 25,023 | $4.8M | Reduce -2.0% |
| RSP Invesco S&P 500 Equal Weight | 2.03% | 26,368 | $4.6M | Add +0.5% |
| AVUV Avantis US Small Cap Value | 1.96% | 46,074 | $4.4M | Add +5.2% |
| NVDA Nvidia Corp. | 1.59% | 26,970 | $3.6M | Reduce -11.3% |
| SCHD Schwab US DVD Equity ETF | 1.56% | 129,863 | $3.5M | Add +2.9% |
| VYM Vanguard High DVD Yield ETF | 1.56% | 27,743 | $3.5M | Reduce -2.9% |
| AVIG Avantis Core Fixed Income | 1.40% | 78,626 | $3.2M | Reduce -24.6% |
| JAAA Janus Henderson Aaa Clo ETF | 1.40% | 62,786 | $3.2M | New |
| DFAC Dimensional US Core Equity 2 | 1.12% | 73,486 | $2.5M | Reduce -1.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.10% | 21,265 | $2.5M | Reduce -4.8% |
| ORLY O'reilly Automotive Inc. | 1.03% | 1,968 | $2.3M | Reduce -3.7% |
| AVDE Avantis International Equity | 1.00% | 37,209 | $2.3M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 0.96% | 35,175 | $2.2M | Reduce -11.5% |
| JPM JPMorgan Chase & Co. | 0.93% | 8,794 | $2.1M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.82% | 9,825 | $1.9M | Reduce -0.0% |
| VEEV Veeva Systems Inc. Class A | 0.80% | 8,595 | $1.8M | Reduce -1.1% |
| QCOM Qualcomm Inc. | 0.77% | 11,444 | $1.8M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.75% | 1,867 | $1.7M | Reduce -4.1% |
| AVLV Avantis US Large Cap Value | 0.74% | 25,223 | $1.7M | Add +14.6% |
| PLTR Palantir Technologies Inc. Class A | 0.71% | 21,400 | $1.6M | No change |
| CRM Salesforce Inc. | 0.71% | 4,813 | $1.6M | Reduce -1.7% |
| PJAN Innovator U.S. Equity Power | 0.67% | 36,098 | $1.5M | Reduce -3.2% |
| PAUG Innovator U.S. Equity Power | 0.62% | 36,505 | $1.4M | Reduce -6.3% |
| V Visa Inc. Class A | 0.59% | 4,273 | $1.4M | Reduce -3.9% |
| XBAP Innovator US Eqy Accel 9 Buf | 0.59% | 39,277 | $1.3M | Reduce -13.5% |
| FTNT Fortinet Inc. | 0.57% | 13,650 | $1.3M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.55% | 1,610 | $1.2M | Add +2.5% |
| TSLA Tesla Inc. | 0.53% | 2,963 | $1.2M | New |
| SPSB SS SPDR P St C Corp. ETF | 0.53% | 40,065 | $1.2M | Add +9.3% |
| NFLX Netflix Inc. | 0.51% | 1,309 | $1.2M | Reduce -6.6% |
| VNQ Vanguard Real Estate ETF | 0.51% | 13,044 | $1.2M | Add +14.3% |
| BLK BlackRock Inc. | 0.48% | 1,064 | $1.1M | Reduce -2.7% |
| ADBE Adobe Inc. | 0.47% | 2,405 | $1.1M | Reduce -4.0% |
| MS Morgan Stanley | 0.47% | 8,460 | $1.1M | Reduce -3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 24,090 | $1.1M | Reduce -1.1% |
| POCT Innovator U.S. Equity Power | 0.44% | 25,008 | $989K | Reduce -3.4% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 8,262 | $952K | Reduce -9.8% |
| DFSU Dimensional US Sus CORE1 ETF | 0.39% | 23,401 | $887K | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.38% | 7,205 | $870K | Add +28.3% |
| AVDV Avantis Intl S/C Value ETF | 0.38% | 13,264 | $863K | Add +3.2% |
| PNOV Innovator U.S. Equity Power | 0.38% | 22,742 | $861K | Add +1.8% |
| HD Home Depot Inc. | 0.37% | 2,179 | $848K | No change |
| FOUR SHIFT4 Payments Inc. Class A | 0.35% | 7,745 | $804K | Reduce -8.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.35% | 3,340 | $786K | Reduce -2.5% |
| PDEC Innovator U.S. Equity Power | 0.34% | 20,300 | $780K | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.34% | 5,323 | $770K | Reduce -1.4% |
| PJUL Innovator U.S. Equity Power | 0.34% | 18,577 | $765K | No change |
| ETN Eaton Corp. PLC | 0.32% | 2,203 | $731K | Reduce -9.1% |
| ANET Arista Networks Inc. | 0.32% | 6,518 | $720K | Reduce -15.2% |
| ABBV Abbvie Inc. | 0.30% | 3,855 | $685K | No change |
| TMUS T-Mobile US Inc. | 0.30% | 3,100 | $684K | Reduce -0.6% |
| RMD Resmed Inc. | 0.30% | 2,960 | $677K | Reduce -1.7% |
| FSLR First Solar Inc. | 0.30% | 3,840 | $677K | Reduce -3.8% |
| PMAR Innovator U.S. Equity Power | 0.28% | 15,665 | $630K | No change |
| BJAN Innovator U.S. Equity Buffer | 0.28% | 13,086 | $627K | Reduce -12.1% |
| MRK Merck & Co. Inc. | 0.25% | 5,655 | $563K | Add +2.2% |
| AMGN Amgen Inc. | 0.24% | 2,135 | $556K | Reduce -4.9% |
| AVEM Avantis Emerging Markets Eq | 0.24% | 9,421 | $554K | Reduce -5.9% |
| PFEB Innovator U.S. Equity Power | 0.24% | 15,000 | $552K | Reduce -3.2% |
| PJUN Innovator U.S. Equity Power | 0.24% | 14,600 | $548K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 2,479 | $545K | Reduce -5.7% |
| AVSU Avantis Resp US Equity ETF | 0.24% | 8,240 | $545K | No change |
| PAPR Innovator U.S. Equity Power | 0.23% | 14,445 | $530K | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,745 | $506K | Add +43.1% |
| VOO Vanguard S&P 500 ETF | 0.21% | 894 | $482K | No change |
| EXPE Expedia Group Inc. | 0.20% | 2,445 | $456K | No change |
| XBJL Inn US Eq Acc 9 Buff July | 0.20% | 13,075 | $446K | Reduce -30.5% |
| PMAY Innovator U.S. Equity Power | 0.19% | 12,200 | $438K | Reduce -21.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 4,692 | $429K | New |
| ARLO Arlo Technologies Inc. | 0.19% | 38,160 | $427K | Reduce -15.5% |
| JPST JPMorgan Ultra-Short Income | 0.18% | 8,035 | $405K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 892 | $404K | Reduce -2.2% |
| PEP Pepsico Inc. | 0.17% | 2,609 | $397K | Add +4.7% |
| MDY State Street SPDR S&P Midcap | 0.17% | 674 | $384K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 1,798 | $378K | New |
| PSEP Innovator U.S. Equity Power | 0.16% | 9,450 | $369K | Reduce -17.5% |
| BMAR Innovator U.S. Equity Buffer | 0.16% | 7,930 | $366K | No change |
| BMAY Innovator U.S. Equity Buffer | 0.15% | 8,700 | $351K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.15% | 6,274 | $343K | No change |
| IWF iShares Russell 1000 Growth | 0.15% | 846 | $340K | No change |
| UNH Unitedhealth Group Inc. | 0.15% | 659 | $333K | Reduce -4.3% |
| VHT Vanguard Health Care ETF | 0.14% | 1,240 | $315K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.14% | 4,000 | $312K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 2,565 | $310K | Add +4.1% |
| DELL Dell Technologies -C | 0.14% | 2,680 | $309K | New |
| DVY iShares Select Dividend ETF | 0.13% | 2,330 | $306K | No change |
| CAT Caterpillar Inc. | 0.13% | 820 | $297K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 2,720 | $293K | No change |
| HON Honeywell International Inc. | 0.13% | 1,268 | $286K | No change |
| EQWL Invesco S&P 100 Equal Weight | 0.12% | 2,770 | $283K | No change |
| BFEB Innovator U.S. Equity Buffer | 0.12% | 6,300 | $271K | Reduce -6.0% |
| WELL Welltower Inc. | 0.12% | 2,120 | $267K | Reduce -4.5% |
| BE Bloom Energy Corp. Class A | 0.12% | 12,000 | $267K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.12% | 1,273 | $263K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.12% | 8,002 | $263K | Add +4.5% |
| UPST Upstart Holdings Inc. | 0.12% | 4,260 | $262K | Reduce -23.4% |
| AVGO Broadcom Inc. | 0.11% | 1,095 | $254K | Reduce -8.8% |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 1,403 | $250K | No change |
| CME Cme Group Inc. | 0.11% | 1,067 | $248K | New |
| AXP American Express Co. | 0.11% | 830 | $246K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.11% | 9,783 | $242K | Add +3.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.11% | 3,489 | $241K | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.11% | 1,428 | $239K | No change |
| IWD iShares Russell 1000 Value E | 0.10% | 1,274 | $236K | No change |
| SCHB Schwab US Broad Market ETF | 0.10% | 10,101 | $229K | Reduce -11.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,339 | $227K | Add +4.1% |
| VCR Vanguard Consumer Discre ETF | 0.10% | 600 | $225K | Reduce -6.3% |
| XLF SS Financial Select Sector | 0.10% | 4,520 | $218K | New |
| MCD McDonald's Corp. | 0.10% | 751 | $218K | No change |
| BDEC Innovator U.S. Equity Buffer | 0.09% | 5,000 | $216K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 414 | $215K | No change |
| XBJA Innovator US Eq Ac 9 Buff-J | 0.09% | 7,381 | $212K | Reduce -42.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.09% | 2,542 | $198K | Reduce -77.7% |
| NEE Nextera Energy Inc. | 0.09% | 2,713 | $194K | Reduce -3.5% |
| PINS Pinterest Inc. Class A | 0.09% | 6,700 | $194K | New |
| GLD SPDR Gold Shares | 0.09% | 800 | $194K | New |
| ABT Abbott Laboratories | 0.08% | 1,552 | $176K | New |
| BKNG Booking Holdings Inc. | 0.08% | 35 | $174K | New |
| MA Mastercard Inc. Class A | 0.08% | 329 | $173K | New |
| SCCO Southern Copper Corp. | 0.08% | 1,900 | $173K | Add +0.6% |
| IBB iShares Biotechnology ETF | 0.08% | 1,300 | $172K | New |
| BSV Vanguard Short-Term Bond ETF | 0.08% | 2,220 | $172K | Reduce -52.2% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.07% | 7,220 | $167K | New |
| GS Goldman Sachs Group Inc. | 0.07% | 290 | $166K | New |
| IBHG iShares Ibonds 2027 HY Inc. | 0.07% | 7,340 | $163K | New |
| UJAN Innovator U.S. Equity Ultra | 0.07% | 3,983 | $155K | New |
| AVSD Avantis Reps Intern Equi ETF | 0.07% | 2,778 | $155K | New |
| UBER Uber Technologies Inc. | 0.06% | 2,442 | $147K | New |
| NVEE NV5 Global Inc. | 0.06% | 7,800 | $147K | Reduce -15.2% |
| XBOC Innovator US Eqy Acc 9 Buff | 0.06% | 4,855 | $147K | Reduce -51.8% |
| ARCC Ares Capital Corp. | 0.06% | 6,410 | $140K | New |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.06% | 2,703 | $138K | New |
| BSCP Invesco Bulletshares 2025 CB | 0.06% | 6,626 | $137K | New |
| NKE Nike Inc. Class B | 0.06% | 1,788 | $135K | New |
| BJUL Innovator U.S. Equity Buffer | 0.06% | 3,000 | $134K | New |
| REET iShares Global REIT ETF | 0.06% | 5,492 | $132K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.06% | 3,847 | $131K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 506 | $128K | New |
| TOST Toast Inc. Class A | 0.06% | 3,500 | $128K | New |
| BJUN Innovator U.S. Equity Buffer | 0.05% | 3,000 | $125K | New |
| WMT Walmart Inc. | 0.05% | 1,369 | $124K | New |
| DECK Deckers Outdoor Corp. | 0.05% | 600 | $122K | New |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.05% | 5,171 | $121K | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.05% | 2,200 | $120K | New |
| BAPR Innovator U.S. Equity Buffer | 0.05% | 2,670 | $118K | New |
| ROP Roper Technologies Inc. | 0.05% | 220 | $114K | New |
| TRMB Trimble Inc. | 0.05% | 1,600 | $113K | New |
| EW Edwards Lifesciences Corp. | 0.05% | 1,524 | $113K | New |
| ML Moneylion Inc. | 0.05% | 1,306 | $112K | New |
| VZ Verizon Communications Inc. | 0.05% | 2,792 | $112K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 161 | $112K | New |
| VIK Viking Holdings Ltd. | 0.05% | 2,505 | $110K | New |
| RTX RTX Corp. | 0.05% | 940 | $109K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 379 | $106K | New |
| UNF Unifirst Corp. | 0.05% | 607 | $104K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.04% | 2,278 | $102K | New |
| GD General Dynamics Corp. | 0.04% | 386 | $102K | New |
| DFUV Dimensional US Marketwide Va | 0.04% | 2,465 | $101K | New |
| ACN Accenture PLC Class A | 0.04% | 282 | $99K | New |
| KO The Coca-Cola Co. | 0.04% | 1,592 | $99K | New |
| APO Apollo Global Management Inc. | 0.04% | 600 | $99K | New |
| SLV iShares Silver Trust | 0.04% | 3,689 | $97K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.04% | 1,700 | $96K | New |
| DFSE Dimensional Em Sus CORE1 ETF | 0.04% | 2,898 | $96K | New |
| MELI MercadoLibre Inc. | 0.04% | 55 | $94K | New |
| CL Colgate-Palmolive Co. | 0.04% | 1,000 | $91K | New |
| SHOP Shopify Inc. Class A | 0.04% | 850 | $90K | New |
| LULU Lululemon Athletica Inc. | 0.04% | 235 | $90K | New |
| CSCO Cisco Systems Inc. | 0.04% | 1,512 | $90K | New |
| LMT Lockheed Martin Corp. | 0.04% | 184 | $89K | New |
| CW Curtiss-Wright Corp. | 0.04% | 248 | $88K | New |
| BMY Bristol-Myers Squibb Co. | 0.04% | 1,550 | $88K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 804 | $87K | New |
| AWK American Water Works Co. Inc. | 0.04% | 700 | $87K | New |
| IEX Idex Corp. | 0.04% | 413 | $86K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 252 | $86K | New |
| DFAX Dimensional World Ex US Core | 0.04% | 3,464 | $86K | New |
| CMI Cummins Inc. | 0.04% | 243 | $85K | New |
| SYF Synchrony Financial | 0.04% | 1,300 | $85K | New |
| FOCL Edap TMS SA -ADR | 0.04% | 38,000 | $84K | Reduce -45.6% |
| BRO Brown & Brown Inc. | 0.04% | 807 | $82K | New |
| MCK McKesson Corp. | 0.04% | 144 | $82K | New |
| AVGE Avantis All Eqty Mrkts ETF | 0.04% | 1,112 | $80K | New |
| SCHF Schwab Intl Equity ETF | 0.04% | 4,298 | $80K | New |
| EZU iShares MSCI Eurozone ETF | 0.03% | 1,658 | $78K | New |
| PKG Packaging Corp. of America | 0.03% | 346 | $78K | New |
| SRE Sempra | 0.03% | 872 | $76K | New |
| DFIV Dimensional International Va | 0.03% | 2,155 | $76K | New |
| PANW Palo Alto Networks Inc. | 0.03% | 416 | $76K | New |
| PFFD Global X US Preferred ETF | 0.03% | 3,800 | $74K | New |
| FALN iShares Fallen Angels ETF | 0.03% | 2,770 | $74K | New |
| ADP Automatic Data Processing | 0.03% | 250 | $73K | New |
| TGT Target Corp. | 0.03% | 527 | $71K | New |
| KLAC KLA Corp. | 0.03% | 111 | $70K | New |
| FNF Fidelity National Financial | 0.03% | 1,227 | $69K | New |
| IPO Renaissance Ipo ETF | 0.03% | 1,500 | $65K | New |
| SNA Snap-on Inc. | 0.03% | 192 | $65K | New |
| LRCX Lam Research Corp. | 0.03% | 900 | $65K | New |
| INMD Inmode Ltd. | 0.03% | 3,600 | $65K | New |
| KR Kroger Co. | 0.03% | 1,056 | $65K | New |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 1,204 | $64K | New |
| ITW Illinois Tool Works | 0.03% | 251 | $64K | New |
| AON Aon PLC Class A | 0.03% | 176 | $63K | New |
| FLAX Franklin Ftse Asia Ex Japan | 0.03% | 2,741 | $62K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.03% | 700 | $62K | New |
| FN Fabrinet | 0.03% | 282 | $62K | New |
| VGT Vanguard Info Tech ETF | 0.03% | 99 | $62K | New |
| CVX Chevron Corp. | 0.03% | 420 | $61K | New |
| XYL Xylem Inc. | 0.03% | 522 | $61K | New |
| ITOT iShares Core S&P Total U.S. | 0.03% | 469 | $60K | New |
| PYPL PayPal Holdings Inc. | 0.03% | 700 | $60K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 534 | $60K | New |
| DFAU Dimensional US Core Equity M | 0.03% | 1,444 | $58K | New |
| BSEP Innovator U.S. Equity Buffer | 0.03% | 1,360 | $58K | New |
| SBUX Starbucks Corp. | 0.03% | 639 | $58K | New |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.03% | 1,156 | $58K | New |
| OEF iShares S&P 100 ETF | 0.02% | 195 | $56K | New |
| CVS CVS Health Corp. | 0.02% | 1,200 | $54K | New |
| PLD Prologis Inc. | 0.02% | 500 | $53K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 127 | $52K | New |
| NVS Novartis AG-Sponsored ADR | 0.02% | 533 | $52K | New |
| GE General Electric filed as GE AEROSPACE | 0.02% | 310 | $52K | New |
| CARR Carrier Global Corp. | 0.02% | 750 | $51K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.02% | 4,800 | $50K | New |
| CSX CSX Corp. | 0.02% | 1,527 | $49K | New |
| PPA Invesco Aerospace & Defense | 0.02% | 429 | $49K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 182 | $49K | New |
| MDXG Mimedx Group Inc. | 0.02% | 6,000 | $49K | Reduce -48.7% |
| EMN Eastman Chemical Co. | 0.02% | 520 | $47K | New |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.02% | 2,000 | $47K | New |
| ALTM Arcadium Lithium PLC | 0.02% | 9,000 | $46K | Reduce -40.8% |
| INTC Intel Corp. | 0.02% | 2,303 | $46K | New |
| RGTI Rigetti Computing Inc. | 0.02% | 3,000 | $46K | New |
| VEA Vanguard Ftse Developed ETF | 0.02% | 912 | $44K | New |
| DOV Dover Corp. | 0.02% | 231 | $43K | New |
| CIEN Ciena Corp. | 0.02% | 497 | $42K | New |
| VIGI Vanguard Int Div App Indx FD | 0.02% | 522 | $42K | New |
| ALGN Align Technology Inc. | 0.02% | 200 | $42K | New |
| RHI Robert Half Inc. | 0.02% | 586 | $41K | New |
| MCHP Microchip Technology Inc. | 0.02% | 718 | $41K | New |
| WTRG Essential Utilities Inc. | 0.02% | 1,125 | $41K | New |
| XLI SS Industrial Select Sector | 0.02% | 301 | $40K | New |
| BBJP JPMorgan Betabuilders Japan | 0.02% | 717 | $39K | New |
| GATX Gatx Corp. | 0.02% | 252 | $39K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 196 | $39K | New |
| ELV Elevance Health Inc. | 0.02% | 105 | $39K | New |
| NSC Norfolk Southern Corp. | 0.02% | 164 | $38K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 158 | $38K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 143 | $38K | New |
| O Realty Income Corp. | 0.02% | 700 | $37K | New |
| RMBS Rambus Inc. | 0.02% | 703 | $37K | New |
| BNOV Innovator U.S. Equity Buffer | 0.02% | 940 | $37K | New |
| LOW Lowe's Cos Inc. | 0.02% | 146 | $36K | New |
| DUK Duke Energy Corp. | 0.02% | 333 | $36K | New |
| WFC Wells Fargo & Co. | 0.02% | 500 | $35K | New |
| ALB Albemarle Corp. | 0.02% | 407 | $35K | New |
| OTIS Otis Worldwide Corp. | 0.02% | 375 | $35K | New |
| AI C3.AI Inc. Class A | 0.02% | 1,000 | $34K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.01% | 58 | $34K | New |
| DE Deere & Co. | 0.01% | 80 | $34K | New |
| RIVN Rivian Automotive Inc. Class A | 0.01% | 2,530 | $34K | New |
| EXTR Extreme Networks Inc. | 0.01% | 2,000 | $33K | New |
| IAU iShares Gold Trust | 0.01% | 663 | $33K | New |
| PRGS Progress Software Corp. | 0.01% | 500 | $33K | New |
| ELF Elf Beauty Inc. | 0.01% | 240 | $30K | New |
| CDW CDW Corp. | 0.01% | 173 | $30K | New |
| CCL Carnival Corp. | 0.01% | 1,200 | $30K | New |
| MDLZ Mondelez International Inc. Class A | 0.01% | 500 | $30K | New |
| SOUN Soundhound AI Inc. Class A | 0.01% | 1,500 | $30K | New |
| GEV GE Vernova Inc. | 0.01% | 90 | $30K | New |
| OLED Universal Display Corp. | 0.01% | 200 | $29K | New |
| ABNB Airbnb Inc. Class A | 0.01% | 215 | $28K | New |
| C Citigroup Inc. | 0.01% | 400 | $28K | New |
| DSMC Distillate S/M Cash Flow ETF | 0.01% | 805 | $28K | New |
| CRH CRH PLC | 0.01% | 300 | $28K | New |
| EBAY eBay Inc. | 0.01% | 442 | $27K | New |
| EWU iShares MSCI United Kingdom | 0.01% | 797 | $27K | New |
| D Dominion Energy Inc. | 0.01% | 500 | $27K | New |
| ADI Analog Devices Inc. | 0.01% | 126 | $27K | New |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.01% | 301 | $26K | New |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 200 | $25K | New |
| ICLR Icon PLC | 0.01% | 120 | $25K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 200 | $25K | New |
| EMR Emerson Electric Co. | 0.01% | 200 | $25K | New |
| DFSD Dimensional Short Duration | 0.01% | 522 | $24K | New |
| ORCL Oracle Corp. | 0.01% | 146 | $24K | New |
| KNX Knight-Swift Transportation | 0.01% | 452 | $24K | New |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.01% | 270 | $23K | New |
| CRSP Crispr Therapeutics AG | 0.01% | 593 | $23K | New |
| BAX Baxter International Inc. | 0.01% | 800 | $23K | New |
| LH Labcorp Holdings Inc. | 0.01% | 100 | $23K | New |
| FCX Freeport-McMoran Inc. | 0.01% | 600 | $23K | New |
| COP Conocophillips | 0.01% | 227 | $23K | New |
| FLCA Franklin Ftse Canada ETF | 0.01% | 615 | $23K | New |
| DKS Dick's Sporting Goods Inc. | 0.01% | 97 | $22K | New |
| VXUS Vanguard Total Intl Stock | 0.01% | 371 | $22K | New |
| BA The Boeing Co. | 0.01% | 118 | $21K | New |
| SNPS Synopsys Inc. | 0.01% | 43 | $21K | New |
| OXY Occidental Petroleum Corp. | 0.01% | 420 | $21K | New |
| LVS Las Vegas Sands Corp. | 0.01% | 400 | $21K | New |
| TEM Tempus AI Inc. Class A | 0.01% | 600 | $20K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 100 | $20K | New |
| T AT&T Inc. | 0.01% | 864 | $20K | New |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.01% | 400 | $19K | New |
| DFAR Dimensional US Real Est ETF | 0.01% | 823 | $19K | New |
| AVGV Avantis All Eq MKTS Val ETF | 0.01% | 310 | $19K | New |
| ADM Archer-Daniels-Midland Co. | 0.01% | 369 | $19K | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.01% | 470 | $19K | New |
| CELH Celsius Holdings Inc. | 0.01% | 700 | $18K | New |
| EWL iShares MSCI Switzerland ETF | 0.01% | 401 | $18K | New |
| GEHC GE Healthcare Technology | 0.01% | 235 | $18K | New |
| BRT BRT Apartments Corp. | 0.01% | 1,000 | $18K | New |
| HUN Huntsman Corp. | 0.01% | 1,000 | $18K | New |
| APD Air Products & Chemicals Inc. | 0.01% | 61 | $18K | New |
| ULTA Ulta Beauty Inc. | 0.01% | 40 | $17K | New |
| WYNN WYNN Resorts Ltd. | 0.01% | 200 | $17K | New |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.01% | 561 | $17K | New |
| HAS Hasbro Inc. | 0.01% | 300 | $17K | New |
| UAUG Innovator U.S. Equity Ultra | 0.01% | 455 | $16K | New |
| AVXL Anavex Life Sciences Corp. | 0.01% | 1,500 | $16K | Reduce -87.0% |
| CBOE Cboe Global Markets Inc. | 0.01% | 80 | $16K | New |
| AVES Avantis Emerging Markets Val | 0.01% | 329 | $15K | New |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 337 | $15K | New |
| WCC Wesco International Inc. | 0.01% | 80 | $14K | New |
| CXT Crane NXT Co. | 0.01% | 247 | $14K | New |
| DFCF Dimensional Core Fixed Inc. | 0.01% | 335 | $14K | New |
| BND Vanguard Total Bond Market | 0.01% | 186 | $13K | New |
| BBAX JPMorgan Betabuilders Develo | 0.01% | 274 | $13K | New |
| DFIP Dimensional Inflation-Protec | 0.01% | 325 | $13K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 32 | $13K | New |
| PATH Uipath Inc. Class A | 0.01% | 1,000 | $13K | New |
| ODD Oddity Tech Ltd. Class A | 0.01% | 300 | $13K | New |
| HACK Amplify Cybersecurity ETF | 0.00% | 146 | $11K | New |
| IR Ingersoll-Rand Inc. | 0.00% | 120 | $11K | New |
| DGX Quest Diagnostics Inc. | 0.00% | 70 | $11K | New |
| VGSH Vanguard Short-Term Treasury | 0.00% | 181 | $11K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 394 | $10K | New |
| DAL Delta Air Lines Inc. | 0.00% | 169 | $10K | New |
| HEES H&E Equipment Services Inc. | 0.00% | 203 | $10K | New |
| HALO Halozyme Therapeutics Inc. | 0.00% | 200 | $10K | New |
| TFC Truist Financial Corp. | 0.00% | 215 | $9K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 131 | $9K | New |
| ZS Zscaler Inc. | 0.00% | 50 | $9K | New |
| SCHA Schwab US Small-Cap ETF | 0.00% | 348 | $9K | New |
| NUBD Nuveen ESG US Aggregate Bond | 0.00% | 408 | $9K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 180 | $9K | New |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 149 | $9K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 135 | $8K | New |
| CNDT Conduent Inc. | 0.00% | 2,000 | $8K | New |
| RDFN Redfin Corp. | 0.00% | 1,000 | $8K | New |
| IVE iShares S&P 500 Value ETF | 0.00% | 40 | $8K | New |
| DFAI Dimensional International Co. | 0.00% | 257 | $8K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 251 | $7K | New |
| NUEM Nuveen ESG Emerging Markets | 0.00% | 248 | $7K | New |
| CMCSA Comcast Corp. Class A | 0.00% | 191 | $7K | New |
| CSGP Costar Group Inc. | 0.00% | 100 | $7K | New |
| META Meta Platforms Inc. Class A | 0.00% | 12 | $7K | New |
| IIPR Innovative Industrial Proper | 0.00% | 99 | $7K | New |
| SIVR Abrdn Physical Silver Shares | 0.00% | 235 | $6K | New |
| BRLT Brilliant Earth Group Inc. Class A | 0.00% | 3,000 | $6K | Reduce -77.4% |
| OUST Ouster Inc. | 0.00% | 511 | $6K | New |
| ACWV iShares MSCI Global Min Vol | 0.00% | 57 | $6K | New |
| COIN Coinbase Global Inc. Class A | 0.00% | 25 | $6K | New |
| ADSK Autodesk Inc. | 0.00% | 20 | $6K | New |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 134 | $6K | New |
| AAXJ iShares MSCI All Country Asi | 0.00% | 80 | $6K | New |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 57 | $6K | New |
| ROK Rockwell Automation Inc. | 0.00% | 20 | $6K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 80 | $6K | New |
| MPC Marathon Petroleum Corp. | 0.00% | 40 | $6K | New |
| KCE SS SPDR S&P Cap MKTS ETF | 0.00% | 40 | $6K | New |
| CBRE CBRE Group Inc. Class A | 0.00% | 42 | $6K | New |
| AVSC Avantis US Small Cap Equity | 0.00% | 97 | $5K | New |
| FLBR Franklin Ftse Brazil ETF | 0.00% | 372 | $5K | New |
| SPG Simon Property Group Inc. | 0.00% | 30 | $5K | New |
| MBLY Mobileye Global Inc. Class A | 0.00% | 258 | $5K | New |
| XLK SS Technology Select Sector | 0.00% | 22 | $5K | New |
| PH Parker Hannifin Corp. | 0.00% | 8 | $5K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 26 | $5K | New |
| KIE SS SPDR S&P Insurance ETF | 0.00% | 88 | $5K | New |
| TT Trane Technologies PLC | 0.00% | 13 | $5K | New |
| PGR Progressive Corp. | 0.00% | 20 | $5K | New |
| IYT iShares US Transportation Et | 0.00% | 70 | $5K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 63 | $5K | New |
| IYR iShares US Real Estate ETF | 0.00% | 50 | $5K | New |
| MLM Martin Marietta Materials | 0.00% | 9 | $5K | New |
| PHO Invesco Water Resources ETF | 0.00% | 70 | $5K | New |
| KRE SS SPDR S&P Regional Bank | 0.00% | 76 | $5K | New |
| PFE Pfizer Inc. | 0.00% | 171 | $5K | New |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 50 | $5K | New |
| XME SS SPDR S&P Metals Mining | 0.00% | 78 | $4K | New |
| XLB SS Materials Select Sector | 0.00% | 52 | $4K | New |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 52 | $4K | New |
| GM General Motors Co. | 0.00% | 81 | $4K | New |
| AXSM Axsome Therapeutics Inc. | 0.00% | 50 | $4K | New |
| MIDD Middleby Corp. | 0.00% | 30 | $4K | New |
| EIX Edison International | 0.00% | 50 | $4K | New |
| PII Polaris Inc. | 0.00% | 69 | $4K | New |
| OMC Omnicom Group | 0.00% | 44 | $4K | New |
| LAR Lithium Americas Argentina C | 0.00% | 900 | $4K | New |
| XTJL Inn US Eq Accel Plus July | 0.00% | 112 | $4K | New |
| XTJA Innovator US Eq Acc Plus - J | 0.00% | 135 | $4K | New |
| WRD Weride Inc.-ADR | 0.00% | 254 | $4K | New |
| DFAE Dimensional Emerging Core Eq | 0.00% | 141 | $4K | New |
| TXN Texas Instruments Inc. | 0.00% | 19 | $4K | New |
| AVNM Avantis All Intl MKTS Eq ETF | 0.00% | 57 | $3K | New |
| IONS Ionis Pharmaceuticals Inc. | 0.00% | 80 | $3K | New |
| SHW The Sherwin-Williams Co. | 0.00% | 8 | $3K | New |
| ANSS Ansys Inc. | 0.00% | 8 | $3K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.00% | 64 | $3K | New |
| IEMG iShares Core MSCI Emerging | 0.00% | 51 | $3K | New |
| BALT Inn Defined Wealth Shield | 0.00% | 79 | $2K | New |
| WSO Watsco Inc. | 0.00% | 5 | $2K | New |
| ECL Ecolab Inc. | 0.00% | 10 | $2K | New |
| TYL Tyler Technologies Inc. | 0.00% | 4 | $2K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 10 | $2K | New |
| GIS General Mills Inc. | 0.00% | 36 | $2K | New |
| W Wayfair Inc. Class A | 0.00% | 50 | $2K | New |
| NTR Nutrien Ltd. | 0.00% | 49 | $2K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 24 | $2K | New |
| RIG Transocean Ltd. | 0.00% | 560 | $2K | New |
| OC Owens Corning | 0.00% | 12 | $2K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 7 | $2K | New |
| FTRE Fortrea Holdings Inc. | 0.00% | 100 | $2K | New |
| MNST Monster Beverage Corp. | 0.00% | 35 | $2K | New |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.00% | 178 | $2K | New |
| UPS United Parcel Service Class B | 0.00% | 14 | $2K | New |
| IBKR Interactive Brokers Gro Class A | 0.00% | 9 | $2K | New |
| DD Dupont DE Nemours Inc. | 0.00% | 20 | $2K | New |
| MAS Masco Corp. | 0.00% | 20 | $1K | New |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 11 | $1K | New |
| GPC Genuine Parts Co. | 0.00% | 11 | $1K | New |
| ZALT Innovator US Eq 10 Buffer | 0.00% | 42 | $1K | New |
| SO The Southern Co. | 0.00% | 14 | $1K | New |
| CTRA Coterra Energy Inc. | 0.00% | 41 | $1K | New |
| POOL Pool Corp. | 0.00% | 3 | $1K | New |
| TBIL F/M US Treasury 3 Month Bill | 0.00% | 19 | $947 | New |
| CRL Charles River Laboratories | 0.00% | 5 | $923 | New |
| MGM MGM Resorts International | 0.00% | 26 | $901 | New |
| LHX L3HARRIS Technologies Inc. | 0.00% | 4 | $841 | New |
| SCI Service Corp. International | 0.00% | 9 | $718 | New |
| EVRG Evergy Inc. | 0.00% | 10 | $616 | New |
| KHC The Kraft Heinz Co. | 0.00% | 20 | $614 | New |
| POR Portland General Electric Co. | 0.00% | 14 | $611 | New |
| CMS CMS Energy Corp. | 0.00% | 9 | $600 | New |
| PNW Pinnacle West Capital | 0.00% | 7 | $593 | New |
| MAR Marriott International Class A | 0.00% | 2 | $558 | New |
| BKR Baker Hughes Co. | 0.00% | 11 | $451 | New |
| AES AES Corp. | 0.00% | 34 | $438 | New |
| WM Waste Management Inc. | 0.00% | 2 | $404 | New |
| EDIT Editas Medicine Inc. | 0.00% | 300 | $381 | New |
| VGIT Vanguard Intermediate-Term T | 0.00% | 4 | $232 | New |
| AB Alliancebernstein Holding LP | 0.00% | 4 | $148 | New |
| EFSC Enterprise Financial Service | 0.00% | 1 | $56 | New |
| FARADAY FUTURE INTLGT ELEC I | 0.00% | 1 | $2 | New |