| VTI VG Morningstar TS MKT ETF-US | 31.01% | 1,430,668 | $414.6M | Reduce -1.7% |
| BND Vanguard Total Bond Market | 8.15% | 1,514,713 | $108.9M | Add +4.8% |
| VEA Vanguard Ftse Developed ETF | 4.50% | 1,259,279 | $60.2M | Add +2.7% |
| VCIT Vanguard Int-Term Corporate | 4.37% | 728,314 | $58.5M | Add +3.6% |
| VEU Vanguard Ftse All-World Ex-U | 3.68% | 857,391 | $49.2M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 2.84% | 862,235 | $38.0M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.58% | 442,838 | $34.5M | Reduce -0.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.17% | 647,113 | $29.1M | Add +3.0% |
| SCHB Schwab US Broad Market ETF | 1.88% | 1,107,041 | $25.1M | Reduce -1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.76% | 97,669 | $23.5M | Reduce -1.1% |
| VNQ Vanguard Real Estate ETF | 1.40% | 210,526 | $18.8M | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 1.37% | 188,511 | $18.3M | Add +12.1% |
| VDC Vanguard Consumer Staple ETF | 1.28% | 81,285 | $17.2M | Reduce -1.6% |
| VPU Vanguard Utilities ETF | 1.19% | 97,028 | $15.9M | Reduce -2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.19% | 60,025 | $15.9M | Reduce -2.9% |
| VYM Vanguard High DVD Yield ETF | 1.14% | 119,494 | $15.2M | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.96% | 65,744 | $12.9M | Reduce -2.1% |
| VGSH Vanguard Short-Term Treasury | 0.93% | 212,910 | $12.4M | Add +4.5% |
| IVV iShares Core S&P 500 ETF | 0.88% | 19,917 | $11.7M | Reduce -5.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.81% | 222,115 | $10.9M | Add +4.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.81% | 40,153 | $10.8M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 0.77% | 557,051 | $10.3M | Add +1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.74% | 191,665 | $9.9M | Reduce -1.8% |
| AAPL Apple Inc. | 0.71% | 37,841 | $9.5M | Reduce -2.9% |
| SCHM Schwab US Mid Cap ETF | 0.64% | 310,469 | $8.6M | Add +2.5% |
| SCHX Schwab US Large-Cap ETF | 0.64% | 369,931 | $8.6M | Add +2.2% |
| SCHA Schwab US Small-Cap ETF | 0.63% | 327,097 | $8.5M | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 0.61% | 157,053 | $8.2M | Reduce -2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 110,792 | $7.8M | Reduce -1.3% |
| ITOT iShares Core S&P Total U.S. | 0.57% | 59,068 | $7.6M | Reduce -8.8% |
| SCHD Schwab US DVD Equity ETF | 0.53% | 261,438 | $7.1M | Reduce -3.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.52% | 85,202 | $7.0M | Add +3.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.49% | 62,062 | $6.6M | Reduce -9.8% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 60,231 | $6.1M | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.43% | 74,451 | $5.8M | Reduce -4.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.41% | 107,566 | $5.5M | Add +3.1% |
| MUB iShares National Muni Bond E | 0.39% | 49,464 | $5.3M | Add +1.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.39% | 18,032 | $5.2M | Add +44.1% |
| NVDA Nvidia Corp. | 0.39% | 38,818 | $5.2M | Reduce -4.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.38% | 79,299 | $5.1M | Reduce -36.6% |
| IBIT iShares Bitcoin Trust ETF | 0.38% | 95,115 | $5.0M | Add +759.6% |
| ESGV Vanguard ESG US Stock ETF | 0.37% | 46,556 | $4.9M | Add +5.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 94,398 | $4.7M | Reduce -12.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.35% | 176,497 | $4.7M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 9,021 | $4.6M | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.30% | 6,394 | $4.0M | Reduce -4.8% |
| MSFT Microsoft Corp. | 0.29% | 9,101 | $3.8M | Reduce -4.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.28% | 166,222 | $3.8M | Reduce -2.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.25% | 97,451 | $3.3M | Add +0.9% |
| IAU iShares Gold Trust | 0.23% | 61,197 | $3.0M | Reduce -8.3% |
| PNFP Pinnacle Financial Partners | 0.22% | 25,668 | $2.9M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.22% | 5,413 | $2.9M | Add +17.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 84,064 | $2.9M | Add +0.1% |
| MLPX Global X MLP & Energy Infras | 0.21% | 46,738 | $2.8M | Add +5.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.21% | 10,972 | $2.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 4,543 | $2.7M | No change |
| HD Home Depot Inc. | 0.20% | 6,741 | $2.6M | Add +0.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 29,431 | $2.6M | Add +1.2% |
| AMZN Amazon.com Inc. | 0.18% | 11,176 | $2.5M | Reduce -3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 11,880 | $2.4M | Reduce -0.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.17% | 19,404 | $2.2M | Reduce -3.0% |
| VXF Vanguard Extended Market ETF | 0.16% | 11,065 | $2.1M | Add +0.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.16% | 33,209 | $2.1M | Reduce -10.7% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 11,566 | $2.0M | No change |
| SCHH Schwab US REIT ETF | 0.15% | 96,017 | $2.0M | Reduce -2.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.15% | 44,366 | $2.0M | No change |
| VCRB Vanguard Core Bond ETF | 0.15% | 26,083 | $2.0M | Add +11.8% |
| IAGG iShares Intl Aggregate Bond | 0.15% | 39,324 | $2.0M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 16,817 | $1.9M | Reduce -46.1% |
| TSLA Tesla Inc. | 0.14% | 4,703 | $1.9M | Reduce -1.9% |
| IVE iShares S&P 500 Value ETF | 0.13% | 9,255 | $1.8M | No change |
| JNJ Johnson & Johnson | 0.13% | 11,753 | $1.7M | Reduce -8.1% |
| USHY iShares Broad Usd High Yield | 0.13% | 46,019 | $1.7M | Add +30.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.13% | 56,678 | $1.7M | Reduce -6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 9,775 | $1.7M | Add +3.6% |
| DVY iShares Select Dividend ETF | 0.12% | 12,603 | $1.7M | Reduce -2.9% |
| IWM iShares Russell 2000 ETF | 0.12% | 6,993 | $1.5M | Reduce -2.5% |
| IYW iShares Ustechnology ETF | 0.11% | 9,576 | $1.5M | No change |
| VXUS Vanguard Total Intl Stock | 0.11% | 25,536 | $1.5M | Add +0.7% |
| HDV iShares Core High Dividend E | 0.11% | 13,259 | $1.5M | Reduce -2.2% |
| DGRO iShares Core Dividend Growth | 0.11% | 23,478 | $1.4M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 3,373 | $1.4M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.10% | 5,742 | $1.4M | Add +2.1% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 15,376 | $1.4M | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.10% | 12,699 | $1.4M | Reduce -7.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 8,412 | $1.4M | No change |
| IBB iShares Biotechnology ETF | 0.10% | 10,107 | $1.3M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.10% | 5,016 | $1.3M | Reduce -5.5% |
| VT Vanguard Tot World STK ETF | 0.10% | 11,032 | $1.3M | Reduce -0.8% |
| IXN iShares Global Tech ETF | 0.10% | 15,287 | $1.3M | Reduce -11.8% |
| VDE Vanguard Energy ETF | 0.10% | 10,505 | $1.3M | Add +0.9% |
| PG The Procter & Gamble Co. | 0.10% | 7,591 | $1.3M | Reduce -0.1% |
| USIG iShares Broad Usd Investment | 0.09% | 24,998 | $1.3M | No change |
| XLRE SS Real Estate Select Sector | 0.09% | 30,722 | $1.2M | Add +2.9% |
| TIP iShares Tips Bond ETF | 0.09% | 11,618 | $1.2M | Reduce -5.0% |
| WMT Walmart Inc. | 0.09% | 13,634 | $1.2M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.09% | 12,220 | $1.2M | Reduce -7.7% |
| DE Deere & Co. | 0.09% | 2,866 | $1.2M | Reduce -15.4% |
| TAN Invesco Solar ETF | 0.09% | 36,128 | $1.2M | Reduce -1.6% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 9,056 | $1.2M | Add +0.0% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 13,484 | $1.2M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 15,519 | $1.2M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 18,254 | $1.1M | Add +0.4% |
| PFF iShares Preferred & Income S | 0.08% | 35,836 | $1.1M | Add +5.8% |
| LLY Eli Lilly & Co. | 0.08% | 1,412 | $1.1M | Reduce -8.5% |
| SMBK Smartfinancial Inc. | 0.08% | 34,938 | $1.1M | No change |
| PM Philip Morris International | 0.08% | 8,473 | $1.0M | Add +3.2% |
| CAT Caterpillar Inc. | 0.08% | 2,790 | $1.0M | Add +0.3% |
| SMMV iShares MSCI USA Small-Cap M | 0.07% | 23,217 | $963K | Add +11.8% |
| ABBV Abbvie Inc. | 0.07% | 5,263 | $935K | Reduce -2.3% |
| IETC iShares U.S. Tech Independen | 0.07% | 10,937 | $933K | Reduce -1.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.07% | 6,686 | $905K | Reduce -0.7% |
| KXI iShares Global Consumer Stap | 0.07% | 14,939 | $901K | Add +0.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 8,256 | $897K | Reduce -3.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.07% | 12,766 | $894K | Reduce -3.6% |
| SCHP Schwab U.S. Tips ETF | 0.07% | 34,317 | $886K | Reduce -20.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.06% | 7,948 | $849K | Add +0.5% |
| PEP Pepsico Inc. | 0.06% | 5,498 | $836K | No change |
| MCO Moody's Corp. | 0.06% | 1,689 | $800K | No change |
| EXI iShares Global Industrials E | 0.06% | 5,645 | $797K | Reduce -3.1% |
| EFA iShares MSCI Eafe ETF | 0.06% | 10,535 | $797K | Reduce -1.5% |
| GDX Vaneck Gold Miners ETF | 0.06% | 23,345 | $792K | Add +0.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.06% | 7,847 | $789K | Add +11.9% |
| KO The Coca-Cola Co. | 0.06% | 12,638 | $787K | Add +0.6% |
| COST Costco Wholesale Corp. | 0.06% | 852 | $781K | Add +0.1% |
| VTIP Vanguard Short-Term Tips | 0.06% | 15,517 | $751K | Add +23.9% |
| TLT iShares 20+ Year Treasury BD | 0.06% | 8,458 | $739K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.05% | 28,018 | $702K | Add +38.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.05% | 8,565 | $674K | Add +3.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.05% | 13,462 | $668K | Add +1.0% |
| ITA iShares U.S. Aerospace & Def | 0.05% | 4,543 | $660K | Reduce -13.7% |
| EEM iShares MSCI Emerging Market | 0.05% | 15,650 | $654K | Reduce -2.4% |
| IEUR iShares Core MSCI Europe ETF | 0.05% | 12,027 | $649K | Add +0.1% |
| EPD Enterprise Products Partners | 0.05% | 20,507 | $643K | Add +0.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.05% | 9,031 | $639K | Add +0.0% |
| PSCT Invesco S&P Smallcap Informa | 0.05% | 13,368 | $638K | No change |
| JBL Jabil Inc. | 0.05% | 4,434 | $638K | Reduce -19.7% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 22,666 | $632K | Reduce -15.3% |
| CSX CSX Corp. | 0.05% | 19,475 | $628K | Reduce -3.2% |
| ADI Analog Devices Inc. | 0.05% | 2,911 | $618K | Reduce -11.8% |
| MO Altria Group Inc. | 0.05% | 11,576 | $605K | Add +3.0% |
| IYH iShares U.S. Healthcare ETF | 0.04% | 10,009 | $583K | Reduce -56.6% |
| SOXX iShares Semiconductor ETF | 0.04% | 2,702 | $582K | No change |
| UCB United Community Banks | 0.04% | 17,858 | $577K | No change |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.04% | 17,570 | $564K | No change |
| CSCO Cisco Systems Inc. | 0.04% | 9,436 | $559K | Add +0.1% |
| XBI SS SPDR S&P Biotech ETF | 0.04% | 6,063 | $546K | Reduce -5.8% |
| UPS United Parcel Service Class B | 0.04% | 4,300 | $542K | Reduce -14.2% |
| PFXF Vaneck Pref Sec X-Financials | 0.04% | 31,263 | $539K | No change |
| GOOGL Alphabet Inc. Class A | 0.04% | 2,797 | $529K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 21,279 | $512K | Add +84.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.04% | 8,810 | $511K | Add +0.2% |
| IWN iShares Russell 2000 Value E | 0.04% | 3,082 | $506K | No change |
| IYC iShares US Consumer Discreti | 0.04% | 5,222 | $502K | No change |
| IGF iShares Global Infrastructur | 0.04% | 9,589 | $501K | Add +0.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.04% | 20,707 | $496K | Add +88.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.04% | 8,296 | $495K | Reduce -9.4% |
| RTX RTX Corp. | 0.04% | 4,255 | $492K | Reduce -18.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.04% | 11,427 | $487K | Reduce -28.0% |
| JPST JPMorgan Ultra-Short Income | 0.04% | 9,522 | $480K | Add +21.2% |
| SPEM State Street SP PTF Em ETF | 0.04% | 12,485 | $479K | No change |
| PFE Pfizer Inc. | 0.03% | 17,321 | $460K | Reduce -7.6% |
| JETS US Global Jets ETF | 0.03% | 18,045 | $457K | No change |
| IYK iShares US Consumer Staples | 0.03% | 6,904 | $453K | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.03% | 4,099 | $451K | Reduce -3.5% |
| SUB iShares Short-Term National | 0.03% | 4,198 | $443K | Add +37.4% |
| IXJ iShares Global Healthcare Et | 0.03% | 5,136 | $442K | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.03% | 10,984 | $439K | Reduce -1.0% |
| VHT Vanguard Health Care ETF | 0.03% | 1,729 | $439K | Reduce -9.2% |
| MCD McDonald's Corp. | 0.03% | 1,422 | $412K | Add +1.2% |
| V Visa Inc. Class A | 0.03% | 1,275 | $403K | Reduce -17.3% |
| SSO Proshares Ultra S&P500 | 0.03% | 4,304 | $398K | New |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 5,260 | $398K | Reduce -67.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 5,849 | $397K | Reduce -14.2% |
| EQT Eqt Corp. | 0.03% | 8,599 | $397K | No change |
| DUK Duke Energy Corp. | 0.03% | 3,680 | $396K | No change |
| ALB Albemarle Corp. | 0.03% | 4,543 | $391K | Reduce -6.4% |
| ABT Abbott Laboratories | 0.03% | 3,428 | $388K | Add +0.1% |
| T AT&T Inc. | 0.03% | 16,791 | $382K | Add +9.2% |
| IWF iShares Russell 1000 Growth | 0.03% | 949 | $381K | No change |
| NFLX Netflix Inc. | 0.03% | 417 | $372K | Add +0.7% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 6,384 | $361K | Reduce -12.3% |
| IYJ iShares U.S. Industrials ETF | 0.03% | 2,670 | $356K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.03% | 6,275 | $356K | Add +6.0% |
| PGX Invesco Preferred ETF | 0.03% | 30,843 | $356K | Add +0.2% |
| LOB Live Oak Bancshares Inc. | 0.03% | 8,978 | $355K | Reduce -4.4% |
| SCHV Schwab US Large-Cap Value | 0.03% | 13,426 | $350K | Reduce -4.5% |
| LOW Lowe's Cos Inc. | 0.03% | 1,399 | $345K | Add +6.7% |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 2,549 | $328K | Reduce -2.9% |
| IWO iShares Russell 2000 Growth | 0.02% | 1,125 | $324K | No change |
| CVX Chevron Corp. | 0.02% | 2,194 | $318K | Add +7.7% |
| XLV SS Health Care Select Sector | 0.02% | 2,260 | $311K | Add +0.0% |
| IYM iShares U.S. Basic Materials | 0.02% | 2,383 | $310K | No change |
| RY Royal Bank of Canada | 0.02% | 2,519 | $304K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 2,311 | $299K | No change |
| VSEC Vse Corp. | 0.02% | 3,093 | $294K | No change |
| XLK SS Technology Select Sector | 0.02% | 1,242 | $289K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.02% | 9,694 | $288K | No change |
| NXPI NXP Semiconductors NV | 0.02% | 1,380 | $287K | Reduce -6.8% |
| TAP Molson Coors Beverage Co. Class B | 0.02% | 4,980 | $285K | Reduce -10.5% |
| FLOT iShares Floating Rate Bond E | 0.02% | 5,528 | $281K | No change |
| ACWV iShares MSCI Global Min Vol | 0.02% | 2,570 | $281K | Reduce -19.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 2,245 | $281K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 478 | $280K | No change |
| SO The Southern Co. | 0.02% | 3,260 | $268K | Reduce -20.7% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 4,487 | $268K | Add +5.7% |
| VPL Vanguard Ftse Pacific ETF | 0.02% | 3,609 | $256K | Add +0.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,857 | $253K | Reduce -14.7% |
| VLUE iShares MSCI USA Value Facto | 0.02% | 2,364 | $250K | Reduce -22.8% |
| IGV iShares Expanded Tech-Softwa | 0.02% | 2,475 | $248K | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.02% | 5,930 | $247K | Reduce -60.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.02% | 9,723 | $242K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 5,484 | $241K | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 1,095 | $241K | No change |
| IFRA iShares US Infrastructure | 0.02% | 5,189 | $240K | Add +0.0% |
| RXI iShares Global Consumer Disc | 0.02% | 1,302 | $240K | No change |
| GLD SPDR Gold Shares | 0.02% | 972 | $235K | Add +2.6% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.02% | 4,913 | $235K | Add +0.0% |
| GNR State Street SPDR S&P Global | 0.02% | 4,470 | $222K | Reduce -30.2% |
| HSY The Hershey Co. | 0.02% | 1,293 | $219K | Reduce -9.4% |
| IWD iShares Russell 1000 Value E | 0.02% | 1,173 | $217K | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 5,782 | $217K | Reduce -6.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 2,376 | $216K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.02% | 1,869 | $216K | No change |
| INTC Intel Corp. | 0.02% | 10,739 | $215K | Reduce -13.0% |
| IXUS iShares Core Intl Stock ETF | 0.02% | 3,215 | $213K | Reduce -1.7% |
| ADBE Adobe Inc. | 0.02% | 473 | $210K | Reduce -8.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 1,874 | $209K | New |
| IGM iShares Expanded Tech Sector | 0.02% | 1,999 | $204K | New |
| BKMC BNY Mellon US M/C Core ETF | 0.02% | 2,000 | $203K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 1,060 | $202K | New |
| DIREXION DLY S&P 500 BEAR 3X | 0.01% | 20,000 | $126K | New |
| WEST Westrock Coffee Co. | 0.01% | 12,061 | $77K | No change |
| MDCX Medicus Pharma Ltd. | 0.01% | 29,103 | $71K | New |