| VTI VG Morningstar TS MKT ETF-US | 30.72% | 1,460,097 | $443.8M | Add +1.1% |
| BND Vanguard Total Bond Market | 8.37% | 1,641,785 | $120.9M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 5.23% | 1,325,529 | $75.6M | Add +1.3% |
| VCIT Vanguard Int-Term Corporate | 4.32% | 751,904 | $62.3M | Add +0.3% |
| VEU Vanguard Ftse All-World Ex-U | 4.03% | 867,006 | $58.3M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 3.06% | 894,697 | $44.3M | Add +1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.52% | 457,889 | $36.4M | Add +0.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.17% | 736,144 | $31.4M | Add +7.2% |
| SCHB Schwab US Broad Market ETF | 1.76% | 1,064,255 | $25.4M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.63% | 99,349 | $23.5M | Add +1.0% |
| VNQ Vanguard Real Estate ETF | 1.40% | 226,989 | $20.2M | Add +3.6% |
| AGG iShares Core U.S. Aggregate | 1.32% | 192,482 | $19.1M | Reduce -0.6% |
| VDC Vanguard Consumer Staple ETF | 1.19% | 78,643 | $17.2M | Reduce -2.0% |
| VPU Vanguard Utilities ETF | 1.15% | 93,795 | $16.6M | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 1.13% | 122,366 | $16.3M | Add +4.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.12% | 58,058 | $16.2M | Reduce -0.8% |
| VGSH Vanguard Short-Term Treasury | 0.97% | 237,605 | $14.0M | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.92% | 65,215 | $13.3M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 0.84% | 19,471 | $12.1M | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.83% | 241,640 | $12.0M | Add +2.0% |
| SCHF Schwab Intl Equity ETF | 0.80% | 523,538 | $11.6M | Reduce -1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.74% | 37,421 | $10.7M | Reduce -1.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.70% | 190,537 | $10.1M | Reduce -3.3% |
| IEMG iShares Core MSCI Emerging | 0.68% | 163,466 | $9.8M | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.65% | 112,384 | $9.4M | Add +1.0% |
| SCHX Schwab US Large-Cap ETF | 0.62% | 366,285 | $9.0M | Reduce -0.3% |
| SCHM Schwab US Mid Cap ETF | 0.60% | 311,541 | $8.7M | Reduce -1.4% |
| ITOT iShares Core S&P Total U.S. | 0.57% | 60,801 | $8.2M | Reduce -14.0% |
| SCHA Schwab US Small-Cap ETF | 0.56% | 317,695 | $8.0M | Reduce -0.5% |
| AAPL Apple Inc. | 0.53% | 37,246 | $7.6M | Reduce -0.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.50% | 87,275 | $7.2M | Add +2.0% |
| SCHD Schwab US DVD Equity ETF | 0.48% | 260,128 | $6.9M | Reduce -2.4% |
| MUB iShares National Muni Bond E | 0.48% | 65,723 | $6.9M | Add +9.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.47% | 90,122 | $6.9M | Add +1.3% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 59,307 | $6.5M | Reduce -1.5% |
| BSV Vanguard Short-Term Bond ETF | 0.43% | 78,320 | $6.2M | Add +1.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.40% | 109,290 | $5.8M | Reduce -1.8% |
| ESGV Vanguard ESG US Stock ETF | 0.38% | 50,298 | $5.5M | Add +4.4% |
| NVDA Nvidia Corp. | 0.37% | 33,759 | $5.3M | Reduce -2.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.37% | 52,302 | $5.3M | Reduce -9.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 107,213 | $5.3M | Add +7.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 9,097 | $5.0M | Add +2.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.34% | 165,182 | $5.0M | Reduce -1.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.34% | 12,109 | $4.9M | New |
| MSFT Microsoft Corp. | 0.33% | 9,511 | $4.7M | Add +4.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 6 | $4.4M | No change |
| VGT Vanguard Info Tech ETF | 0.28% | 6,124 | $4.1M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.28% | 7,108 | $4.0M | Add +53.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.26% | 89,810 | $3.8M | Reduce -3.4% |
| IAU iShares Gold Trust | 0.26% | 61,197 | $3.8M | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.24% | 148,688 | $3.5M | Add +3.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 84,206 | $3.4M | Add +0.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.22% | 10,972 | $3.1M | No change |
| MLPX Global X MLP & Energy Infras | 0.21% | 47,290 | $3.0M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 4,658 | $2.9M | Add +3.8% |
| PNFP Pinnacle Financial Partners | 0.20% | 25,748 | $2.8M | Add +0.2% |
| VXUS Vanguard Total Intl Stock | 0.19% | 40,309 | $2.8M | Add +51.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.19% | 29,461 | $2.8M | Add +0.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.18% | 19,277 | $2.6M | Add +0.8% |
| AMZN Amazon.com Inc. | 0.17% | 11,022 | $2.4M | Reduce -1.1% |
| HD Home Depot Inc. | 0.17% | 6,574 | $2.4M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 12,162 | $2.4M | Add +1.9% |
| IAGG iShares Intl Aggregate Bond | 0.15% | 42,725 | $2.2M | Add +1.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.15% | 33,004 | $2.2M | Reduce -2.3% |
| VCRB Vanguard Core Bond ETF | 0.15% | 27,393 | $2.1M | Reduce -0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.14% | 43,951 | $2.0M | Reduce -1.0% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 11,125 | $2.0M | Reduce -3.8% |
| SCHH Schwab US REIT ETF | 0.13% | 90,368 | $1.9M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 16,824 | $1.8M | Add +0.5% |
| IVE iShares S&P 500 Value ETF | 0.12% | 9,237 | $1.8M | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 6,197 | $1.8M | Add +7.9% |
| USHY iShares Broad Usd High Yield | 0.12% | 47,504 | $1.8M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.12% | 15,996 | $1.7M | Add +26.8% |
| JNJ Johnson & Johnson | 0.12% | 11,006 | $1.7M | Reduce -3.6% |
| IYW iShares Ustechnology ETF | 0.11% | 9,576 | $1.7M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 9,356 | $1.7M | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.11% | 54,534 | $1.6M | Reduce -2.4% |
| DVY iShares Select Dividend ETF | 0.11% | 12,072 | $1.6M | Reduce -3.5% |
| VXF Vanguard Extended Market ETF | 0.11% | 8,084 | $1.6M | Add +33.9% |
| HDV iShares Core High Dividend E | 0.11% | 13,259 | $1.6M | No change |
| IWM iShares Russell 2000 ETF | 0.10% | 6,993 | $1.5M | No change |
| DGRO iShares Core Dividend Growth | 0.10% | 23,478 | $1.5M | No change |
| MCI Barings Corporate Investors | 0.10% | 68,100 | $1.5M | New |
| TSLA Tesla Inc. | 0.10% | 4,517 | $1.4M | Reduce -2.6% |
| DE Deere & Co. | 0.10% | 2,786 | $1.4M | Reduce -2.5% |
| AMGN Amgen Inc. | 0.10% | 5,069 | $1.4M | Add +0.4% |
| WMT Walmart Inc. | 0.10% | 14,350 | $1.4M | Add +6.8% |
| IXN iShares Global Tech ETF | 0.10% | 15,157 | $1.4M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 8,412 | $1.4M | No change |
| VDE Vanguard Energy ETF | 0.10% | 11,543 | $1.4M | Add +11.0% |
| VT Vanguard Tot World STK ETF | 0.09% | 10,564 | $1.4M | Reduce -4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 3,086 | $1.4M | No change |
| XLRE SS Real Estate Select Sector | 0.09% | 32,109 | $1.3M | Reduce -11.4% |
| EMB iShares JP Morgan Usd Emergi | 0.09% | 13,787 | $1.3M | Reduce -7.6% |
| USIG iShares Broad Usd Investment | 0.09% | 24,642 | $1.3M | Reduce -2.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 15,519 | $1.3M | No change |
| TAN Invesco Solar ETF | 0.09% | 36,654 | $1.3M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 13,484 | $1.2M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 9,060 | $1.2M | Add +0.0% |
| GDX Vaneck Gold Miners ETF | 0.08% | 23,345 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.08% | 7,607 | $1.2M | Add +0.2% |
| SMBK Smartfinancial Inc. | 0.08% | 34,938 | $1.2M | No change |
| IBB iShares Biotechnology ETF | 0.08% | 9,076 | $1.1M | Reduce -8.4% |
| TIP iShares Tips Bond ETF | 0.08% | 10,376 | $1.1M | Reduce -8.3% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 17,880 | $1.1M | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.07% | 2,745 | $1.1M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 0.07% | 1,365 | $1.1M | Reduce -2.4% |
| IETC iShares U.S. Tech Independen | 0.07% | 11,009 | $1.0M | Add +1.3% |
| ABBV Abbvie Inc. | 0.07% | 5,285 | $981K | Add +0.3% |
| KXI iShares Global Consumer Stap | 0.07% | 14,759 | $965K | Add +0.0% |
| SMMV iShares MSCI USA Small-Cap M | 0.07% | 22,399 | $941K | No change |
| EXI iShares Global Industrials E | 0.06% | 5,648 | $934K | Add +0.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.06% | 12,766 | $930K | No change |
| EFA iShares MSCI Eafe ETF | 0.06% | 10,382 | $928K | Add +0.1% |
| PFF iShares Preferred & Income S | 0.06% | 29,952 | $919K | Reduce -16.4% |
| JBL Jabil Inc. | 0.06% | 4,195 | $915K | Reduce -5.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.06% | 6,630 | $882K | No change |
| VTIP Vanguard Short-Term Tips | 0.06% | 17,008 | $855K | Reduce -1.4% |
| MCO Moody's Corp. | 0.06% | 1,689 | $847K | No change |
| ITA iShares U.S. Aerospace & Def | 0.06% | 4,439 | $837K | Reduce -2.3% |
| COST Costco Wholesale Corp. | 0.06% | 838 | $829K | Reduce -1.6% |
| IEUR iShares Core MSCI Europe ETF | 0.06% | 12,391 | $820K | Add +3.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 8,221 | $818K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.06% | 7,847 | $808K | No change |
| MRK Merck & Co. Inc. | 0.06% | 10,082 | $798K | Reduce -4.8% |
| KO The Coca-Cola Co. | 0.06% | 11,265 | $797K | Reduce -5.6% |
| PM Philip Morris International | 0.05% | 4,242 | $773K | Reduce -48.3% |
| EEM iShares MSCI Emerging Market | 0.05% | 15,660 | $755K | Add +0.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.05% | 8,890 | $747K | Reduce -3.2% |
| PEP Pepsico Inc. | 0.05% | 5,617 | $742K | Add +2.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.05% | 29,438 | $741K | No change |
| SCHP Schwab U.S. Tips ETF | 0.05% | 26,306 | $702K | Reduce -17.1% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 11,175 | $684K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.05% | 6,231 | $683K | No change |
| SOXX iShares Semiconductor ETF | 0.05% | 2,800 | $668K | Add +1.5% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 22,714 | $663K | Add +1.9% |
| ADI Analog Devices Inc. | 0.05% | 2,774 | $660K | Reduce -1.8% |
| EPD Enterprise Products Partners | 0.04% | 20,882 | $648K | Add +0.9% |
| CSX CSX Corp. | 0.04% | 19,475 | $635K | No change |
| TLH iShares 10-20 Year Treasury | 0.04% | 6,221 | $632K | New |
| VUSB Vanguard Ultra Short Bond Et | 0.04% | 12,608 | $629K | Reduce -5.7% |
| PSCT Invesco S&P Smallcap Informa | 0.04% | 13,368 | $618K | No change |
| XLE SS Energy Select Sector | 0.04% | 7,158 | $607K | New |
| RTX RTX Corp. | 0.04% | 4,104 | $599K | Reduce -3.5% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.04% | 17,570 | $597K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 23,789 | $577K | Add +4.5% |
| SUB iShares Short-Term National | 0.04% | 5,383 | $572K | Add +0.9% |
| IGF iShares Global Infrastructur | 0.04% | 9,600 | $568K | Add +0.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.04% | 22,577 | $548K | Add +4.8% |
| IYH iShares U.S. Healthcare ETF | 0.04% | 9,661 | $546K | Add +0.0% |
| XBI SS SPDR S&P Biotech ETF | 0.04% | 6,512 | $540K | Add +6.3% |
| SPEM State Street SP PTF Em ETF | 0.04% | 12,485 | $534K | No change |
| UCB United Community Banks | 0.04% | 17,858 | $532K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.04% | 6,523 | $526K | Reduce -13.4% |
| NFLX Netflix Inc. | 0.04% | 389 | $521K | Reduce -6.7% |
| VZ Verizon Communications Inc. | 0.04% | 12,014 | $520K | Add +11.3% |
| V Visa Inc. Class A | 0.04% | 1,442 | $512K | Add +13.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.04% | 8,136 | $511K | Reduce -2.1% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.03% | 7,692 | $502K | Reduce -4.6% |
| EQT Eqt Corp. | 0.03% | 8,599 | $501K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 6,162 | $494K | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.03% | 2,793 | $492K | Add +8.2% |
| IYK iShares US Consumer Staples | 0.03% | 6,913 | $487K | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.03% | 3,082 | $486K | No change |
| IYC iShares US Consumer Discreti | 0.03% | 4,853 | $484K | Reduce -7.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.03% | 11,167 | $482K | No change |
| ABT Abbott Laboratories | 0.03% | 3,433 | $467K | Add +0.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.03% | 6,936 | $454K | Add +5.7% |
| IXJ iShares Global Healthcare Et | 0.03% | 5,108 | $440K | Reduce -0.6% |
| TFC Truist Financial Corp. | 0.03% | 10,077 | $433K | New |
| DUK Duke Energy Corp. | 0.03% | 3,600 | $425K | Reduce -2.2% |
| SSO Proshares Ultra S&P500 | 0.03% | 4,304 | $421K | No change |
| VHT Vanguard Health Care ETF | 0.03% | 1,685 | $418K | Add +0.2% |
| JETS US Global Jets ETF | 0.03% | 18,045 | $414K | No change |
| T AT&T Inc. | 0.03% | 14,018 | $406K | Add +2.0% |
| IWF iShares Russell 1000 Growth | 0.03% | 949 | $403K | No change |
| XLF SS Financial Select Sector | 0.03% | 7,586 | $397K | New |
| UPS United Parcel Service Class B | 0.03% | 3,835 | $387K | Reduce -6.9% |
| CSCO Cisco Systems Inc. | 0.03% | 5,498 | $381K | Reduce -41.7% |
| JPST JPMorgan Ultra-Short Income | 0.03% | 7,454 | $378K | Reduce -2.0% |
| SCHV Schwab US Large-Cap Value | 0.03% | 13,438 | $372K | Add +0.1% |
| PFE Pfizer Inc. | 0.03% | 15,234 | $369K | Reduce -9.1% |
| META Meta Platforms Inc. Class A | 0.02% | 485 | $358K | Add +1.5% |
| IYJ iShares U.S. Industrials ETF | 0.02% | 2,510 | $357K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.02% | 3,229 | $357K | Reduce -10.5% |
| GLD SPDR Gold Shares | 0.02% | 1,152 | $351K | No change |
| MO Altria Group Inc. | 0.02% | 5,971 | $350K | Reduce -46.9% |
| PGX Invesco Preferred ETF | 0.02% | 30,951 | $344K | Add +0.2% |
| IYM iShares U.S. Basic Materials | 0.02% | 2,383 | $334K | No change |
| AVGO Broadcom Inc. | 0.02% | 1,206 | $332K | New |
| RY Royal Bank of Canada | 0.02% | 2,519 | $331K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 1,099 | $324K | Add +0.4% |
| IWO iShares Russell 2000 Growth | 0.02% | 1,125 | $322K | No change |
| XLK SS Technology Select Sector | 0.02% | 1,242 | $315K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 4,494 | $314K | Add +16.5% |
| SO The Southern Co. | 0.02% | 3,409 | $313K | Add +6.6% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 5,892 | $311K | New |
| LOW Lowe's Cos Inc. | 0.02% | 1,382 | $307K | Reduce -1.3% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 2,311 | $305K | No change |
| XLV SS Health Care Select Sector | 0.02% | 2,261 | $305K | Add +0.0% |
| PFXF Vaneck Pref Sec X-Financials | 0.02% | 17,800 | $305K | Reduce -16.1% |
| ACWV iShares MSCI Global Min Vol | 0.02% | 2,568 | $304K | Reduce -0.2% |
| CVX Chevron Corp. | 0.02% | 2,073 | $297K | Reduce -0.1% |
| FDN First Trust DJ Internet Ind | 0.02% | 1,094 | $295K | Add +17.8% |
| VPL Vanguard Ftse Pacific ETF | 0.02% | 3,536 | $291K | No change |
| NXPI NXP Semiconductors NV | 0.02% | 1,326 | $290K | Reduce -3.5% |
| FLOT iShares Floating Rate Bond E | 0.02% | 5,528 | $282K | No change |
| BMY Bristol-Myers Squibb Co. | 0.02% | 6,054 | $280K | Reduce -4.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.02% | 9,751 | $279K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 2,245 | $277K | No change |
| CRS Carpenter Technology | 0.02% | 1,000 | $276K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.02% | 2,285 | $272K | Add +3.7% |
| IXUS iShares Core Intl Stock ETF | 0.02% | 3,465 | $268K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.02% | 10,528 | $268K | No change |
| LOB Live Oak Bancshares Inc. | 0.02% | 8,978 | $268K | No change |
| IGV iShares Expanded Tech-Softwa | 0.02% | 2,420 | $265K | Reduce -2.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 933 | $258K | New |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.02% | 7,275 | $257K | New |
| VLUE iShares MSCI USA Value Facto | 0.02% | 2,184 | $247K | No change |
| PPA Invesco Aerospace & Defense | 0.02% | 1,735 | $246K | No change |
| RXI iShares Global Consumer Disc | 0.02% | 1,303 | $245K | Add +0.1% |
| GNR State Street SPDR S&P Global | 0.02% | 4,470 | $242K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 1,720 | $234K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 4,939 | $234K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 1,874 | $232K | New |
| IWD iShares Russell 1000 Value E | 0.02% | 1,173 | $228K | No change |
| IFRA iShares US Infrastructure | 0.02% | 4,593 | $226K | Reduce -3.6% |
| IGM iShares Expanded Tech Sector | 0.02% | 1,999 | $225K | New |
| ED Consolidated Edison Inc. | 0.02% | 2,228 | $224K | New |
| XEL Xcel Energy Inc. | 0.02% | 3,267 | $222K | New |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 1,639 | $222K | Reduce -3.3% |
| HSY The Hershey Co. | 0.02% | 1,317 | $219K | Add +1.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.02% | 4,488 | $218K | Reduce -8.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 2,376 | $216K | New |
| TAP Molson Coors Beverage Co. Class B | 0.01% | 4,486 | $216K | Reduce -5.7% |
| MCD McDonald's Corp. | 0.01% | 720 | $210K | Reduce -49.4% |
| GD General Dynamics Corp. | 0.01% | 714 | $208K | New |
| MPC Marathon Petroleum Corp. | 0.01% | 1,247 | $207K | New |
| BKMC BNY Mellon US M/C Core ETF | 0.01% | 2,000 | $205K | New |
| MKL Markel Group Inc. | 0.01% | 102 | $204K | New |
| CMCSA Comcast Corp. Class A | 0.01% | 5,696 | $203K | Add +0.1% |
| MRVL Marvell Technology Inc. | 0.01% | 2,597 | $201K | New |
| DIREXION DLY S&P 500 BEAR 3X | 0.01% | 20,000 | $94K | New |
| WEST Westrock Coffee Co. | 0.00% | 12,061 | $69K | No change |