| NVDA Nvidia Corp. | 5.74% | 193,101 | $25.9M | Reduce -6.2% |
| AAPL Apple Inc. | 4.26% | 76,832 | $19.2M | Reduce -4.7% |
| MSFT Microsoft Corp. | 4.13% | 44,226 | $18.6M | Add +0.0% |
| V Visa Inc. Class A | 2.90% | 41,495 | $13.1M | Reduce -1.3% |
| KO The Coca-Cola Co. | 2.48% | 179,695 | $11.2M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 2.16% | 24,338 | $9.8M | Reduce -0.6% |
| AVGO Broadcom Inc. | 1.96% | 38,167 | $8.8M | Add +7.5% |
| KMB Kimberly-Clark Corp. | 1.83% | 63,254 | $8.3M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 1.76% | 13,513 | $8.0M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 1.68% | 31,644 | $7.6M | Reduce -3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.67% | 12,842 | $7.5M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 13,550 | $6.1M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 1.11% | 15,165 | $5.0M | Reduce -2.6% |
| SUB iShares Short-Term National | 1.02% | 43,790 | $4.6M | Add +10.7% |
| CARR Carrier Global Corp. | 1.00% | 66,287 | $4.5M | Reduce -0.9% |
| RTX RTX Corp. | 0.97% | 37,863 | $4.4M | Add +1.2% |
| PHDG Invesco S&P 500 Downside Hed | 0.96% | 116,164 | $4.3M | Add +8.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.92% | 45,650 | $4.2M | Add +56.0% |
| CSCO Cisco Systems Inc. | 0.92% | 70,145 | $4.2M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.86% | 49,560 | $3.9M | Add +21.6% |
| BND Vanguard Total Bond Market | 0.84% | 52,984 | $3.8M | Reduce -11.8% |
| GOOGL Alphabet Inc. Class A | 0.83% | 19,896 | $3.8M | Reduce -10.1% |
| JPST JPMorgan Ultra-Short Income | 0.81% | 72,330 | $3.6M | Add +17.0% |
| XYL Xylem Inc. | 0.80% | 31,022 | $3.6M | Reduce -0.7% |
| CVX Chevron Corp. | 0.78% | 24,389 | $3.5M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.78% | 18,535 | $3.5M | Reduce -2.8% |
| CB Chubb Ltd. | 0.76% | 12,481 | $3.4M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.75% | 31,560 | $3.4M | Reduce -0.0% |
| EMR Emerson Electric Co. | 0.75% | 27,335 | $3.4M | Add +3.3% |
| SYK Stryker Corp. | 0.75% | 9,386 | $3.4M | Reduce -0.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.74% | 51,293 | $3.4M | Reduce -3.0% |
| LIN Linde PLC | 0.74% | 7,937 | $3.3M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.72% | 22,469 | $3.2M | Reduce -3.9% |
| BSV Vanguard Short-Term Bond ETF | 0.72% | 41,856 | $3.2M | Add +9.2% |
| AMZN Amazon.com Inc. | 0.71% | 14,589 | $3.2M | Add +9.0% |
| IJH iShares Core S&P Midcap ETF | 0.67% | 48,794 | $3.0M | Add +3.2% |
| MRK Merck & Co. Inc. | 0.67% | 30,377 | $3.0M | Add +13.6% |
| UNH Unitedhealth Group Inc. | 0.67% | 5,961 | $3.0M | Add +5.0% |
| JEPI JPMorgan Equity Premium Inco | 0.64% | 50,311 | $2.9M | Add +12.4% |
| IXN iShares Global Tech ETF | 0.64% | 34,033 | $2.9M | Add +1.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.63% | 29,484 | $2.9M | Reduce -3.6% |
| PEP Pepsico Inc. | 0.59% | 17,535 | $2.7M | Reduce -5.5% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.57% | 50,885 | $2.6M | Add +16.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.57% | 36,354 | $2.6M | Reduce -3.3% |
| CMG Chipotle Mexican Grill Inc. | 0.56% | 42,133 | $2.5M | Add +9.4% |
| VMC Vulcan Materials Co. | 0.55% | 9,733 | $2.5M | Reduce -1.8% |
| WMT Walmart Inc. | 0.55% | 27,366 | $2.5M | Reduce -2.3% |
| ADSK Autodesk Inc. | 0.54% | 8,270 | $2.4M | Add +32.9% |
| BAB Invesco Taxable Municipal Bo | 0.54% | 92,774 | $2.4M | Reduce -15.5% |
| AGG iShares Core U.S. Aggregate | 0.54% | 24,963 | $2.4M | Reduce -23.8% |
| IDXX Idexx Laboratories Inc. | 0.53% | 5,804 | $2.4M | Reduce -12.2% |
| HON Honeywell International Inc. | 0.52% | 10,492 | $2.4M | Reduce -4.8% |
| MAR Marriott International Class A | 0.51% | 8,250 | $2.3M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.49% | 2,893 | $2.2M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 0.48% | 30,482 | $2.2M | Reduce -5.4% |
| FTLS First Trust Long/Short Eqty | 0.48% | 32,854 | $2.2M | Add +2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.48% | 8,170 | $2.2M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 9,765 | $2.1M | Reduce -0.7% |
| PNFP Pinnacle Financial Partners | 0.47% | 18,718 | $2.1M | Add +6.7% |
| T AT&T Inc. | 0.47% | 92,764 | $2.1M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.45% | 12,118 | $2.0M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.44% | 13,077 | $2.0M | Reduce -7.7% |
| LOW Lowe's Cos Inc. | 0.44% | 8,057 | $2.0M | Reduce -0.4% |
| XLC SS Comm Select Sector SPDR | 0.44% | 20,335 | $2.0M | Add +59.9% |
| MUB iShares National Muni Bond E | 0.43% | 18,265 | $1.9M | Reduce -4.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.42% | 23,317 | $1.9M | Add +29.3% |
| IGV iShares Expanded Tech-Softwa | 0.42% | 18,958 | $1.9M | Reduce -0.9% |
| ITOT iShares Core S&P Total U.S. | 0.41% | 14,517 | $1.9M | Reduce -4.5% |
| ECL Ecolab Inc. | 0.41% | 7,931 | $1.9M | Reduce -2.7% |
| NSC Norfolk Southern Corp. | 0.41% | 7,824 | $1.8M | Reduce -1.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.39% | 38,530 | $1.8M | Add +26.1% |
| LMBS First Trust Low Duration Opp | 0.39% | 36,324 | $1.8M | Add +26.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 5,144 | $1.8M | Add +8.1% |
| BIV Vanguard Intermediate-Term B | 0.39% | 23,462 | $1.8M | Reduce -3.8% |
| MUNI PIMCO Intermediate Municipal | 0.38% | 32,877 | $1.7M | Reduce -5.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.37% | 28,770 | $1.7M | Add +2.4% |
| NEM Newmont Corp. | 0.36% | 44,257 | $1.6M | Add +3.7% |
| EPD Enterprise Products Partners | 0.36% | 52,405 | $1.6M | Reduce -0.4% |
| GVI iShares Intermediate Governm | 0.36% | 15,723 | $1.6M | Reduce -0.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.36% | 43,284 | $1.6M | Add +11.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.36% | 17,799 | $1.6M | Add +3.8% |
| RF Regions Financial Corp. | 0.35% | 68,188 | $1.6M | Reduce -5.4% |
| NOC Northrop Grumman Corp. | 0.35% | 3,413 | $1.6M | Add +2.8% |
| VYM Vanguard High DVD Yield ETF | 0.35% | 12,476 | $1.6M | Add +3.4% |
| NVS Novartis AG-Sponsored ADR | 0.35% | 16,341 | $1.6M | Reduce -0.3% |
| FPE FT-Preferred Secur & Inc. ETF | 0.35% | 89,212 | $1.6M | Add +15.4% |
| IWB iShares Russell 1000 ETF | 0.35% | 4,898 | $1.6M | Add +0.3% |
| QYLD Global X Nasd 100 Cov Call | 0.34% | 85,381 | $1.6M | Add +14.5% |
| WMB Williams Cos Inc. | 0.34% | 28,385 | $1.5M | Reduce -0.2% |
| GLW Corning Inc. | 0.34% | 32,033 | $1.5M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.33% | 8,927 | $1.5M | Add +27.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.32% | 15,469 | $1.4M | Reduce -0.7% |
| ALC Alcon Inc. filed as ALCON AG | 0.32% | 16,793 | $1.4M | Reduce -2.3% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 8,133 | $1.4M | Reduce -0.6% |
| FANG Diamondback Energy Inc. | 0.32% | 8,687 | $1.4M | Add +0.5% |
| CL Colgate-Palmolive Co. | 0.31% | 15,439 | $1.4M | Reduce -2.3% |
| DUK Duke Energy Corp. | 0.31% | 12,919 | $1.4M | Reduce -3.2% |
| VEEV Veeva Systems Inc. Class A | 0.30% | 6,523 | $1.4M | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.30% | 5,580 | $1.4M | Reduce -0.3% |
| TFC Truist Financial Corp. | 0.30% | 30,802 | $1.3M | Reduce -15.1% |
| ACN Accenture PLC Class A | 0.29% | 3,772 | $1.3M | Add +2.1% |
| PANW Palo Alto Networks Inc. | 0.29% | 7,262 | $1.3M | Add +18.3% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 6,633 | $1.3M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.28% | 2,642 | $1.3M | Add +1.9% |
| BOND PIMCO Active Bond Exchange-T | 0.28% | 13,840 | $1.3M | Add +5.6% |
| DHR Danaher Corp. | 0.27% | 5,376 | $1.2M | Reduce -6.9% |
| SPHD Invesco S&P 500 High Dividen | 0.27% | 25,013 | $1.2M | Add +14.3% |
| EFV iShares MSCI Eafe Value ETF | 0.26% | 22,193 | $1.2M | Add +1.4% |
| ENB Enbridge Inc. | 0.26% | 27,190 | $1.2M | Add +1.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.25% | 14,462 | $1.1M | Reduce -27.7% |
| CNI Canadian Natl Railway Co. | 0.25% | 11,046 | $1.1M | Reduce -5.1% |
| AMD Advanced Micro Devices | 0.25% | 9,277 | $1.1M | Add +12.9% |
| ADBE Adobe Inc. | 0.25% | 2,500 | $1.1M | Reduce -49.5% |
| SCHP Schwab U.S. Tips ETF | 0.24% | 42,511 | $1.1M | New |
| IUSV iShares Core S&P U.S. Value | 0.24% | 11,754 | $1.1M | Reduce -2.7% |
| HDV iShares Core High Dividend E | 0.24% | 9,668 | $1.1M | Add +22.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 8,804 | $1.1M | Reduce -2.7% |
| KNF Knife River Corp. | 0.23% | 10,396 | $1.1M | Add +5.2% |
| USA Liberty All Star Equity Fund | 0.23% | 150,227 | $1.0M | Add +6.1% |
| DOV Dover Corp. | 0.23% | 5,543 | $1.0M | Add +10.1% |
| VGIT Vanguard Intermediate-Term T | 0.23% | 17,650 | $1.0M | Add +117.8% |
| MAA Mid-America Apartment Comm | 0.22% | 6,563 | $1.0M | Add +0.0% |
| KVUE Kenvue Inc. | 0.22% | 46,553 | $994K | Add +6.6% |
| AMAT Applied Materials Inc. | 0.22% | 6,086 | $990K | Reduce -1.7% |
| FMB First Trust Managed Municipa | 0.22% | 19,365 | $988K | Add +23.5% |
| VIGI Vanguard Int Div App Indx FD | 0.21% | 11,869 | $949K | Add +2.2% |
| VZ Verizon Communications Inc. | 0.21% | 23,593 | $943K | Add +10.9% |
| HD Home Depot Inc. | 0.21% | 2,413 | $939K | Reduce -8.2% |
| PSX Phillips 66 | 0.21% | 8,220 | $937K | Reduce -5.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.21% | 9,405 | $933K | New |
| IWD iShares Russell 1000 Value E | 0.21% | 5,007 | $927K | Reduce -10.7% |
| EFA iShares MSCI Eafe ETF | 0.20% | 12,123 | $917K | Add +0.3% |
| GIS General Mills Inc. | 0.20% | 14,214 | $906K | Reduce -7.5% |
| OMC Omnicom Group | 0.20% | 10,522 | $905K | Reduce -18.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 1,731 | $885K | Add +12.5% |
| ABT Abbott Laboratories | 0.19% | 7,615 | $861K | Reduce -1.6% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.19% | 61,401 | $859K | Reduce -0.1% |
| TTEK Tetra Tech Inc. | 0.19% | 21,364 | $851K | New |
| ACWI iShares MSCI Acwi ETF | 0.19% | 7,211 | $847K | Add +0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.19% | 6,185 | $837K | Add +13.5% |
| RSG Republic Services Inc. | 0.18% | 4,134 | $832K | Reduce -9.1% |
| VCIT Vanguard Int-Term Corporate | 0.18% | 10,283 | $825K | Add +0.6% |
| XMMO Invesco S&P Midcap Momentum | 0.18% | 6,666 | $823K | Add +4.5% |
| D Dominion Energy Inc. | 0.18% | 15,100 | $813K | Reduce -19.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.18% | 8,078 | $813K | New |
| IHDG Wisdomtree International Hed | 0.18% | 18,523 | $805K | Reduce -2.4% |
| NFLX Netflix Inc. | 0.18% | 901 | $803K | Add +5.1% |
| AWK American Water Works Co. Inc. | 0.17% | 6,339 | $789K | Reduce -27.6% |
| GEHC GE Healthcare Technology | 0.17% | 10,084 | $788K | Add +34.1% |
| DOW Dow Inc. | 0.17% | 19,612 | $787K | Add +53.1% |
| XLV SS Health Care Select Sector | 0.17% | 5,553 | $764K | Add +17.2% |
| COP Conocophillips | 0.16% | 7,428 | $737K | Reduce -27.3% |
| GLDM SPDR Gold Minishares Trust | 0.16% | 14,024 | $729K | Add +71.1% |
| AZO AutoZone Inc. | 0.16% | 223 | $714K | Add +205.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.15% | 9,767 | $698K | Add +4.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.15% | 16,812 | $696K | Add +12.4% |
| SW Smurfit Westrock PLC | 0.15% | 12,904 | $695K | Add +4.1% |
| CHI Calamos Convert Opport & Inc. | 0.15% | 57,253 | $684K | Reduce -1.4% |
| SLV iShares Silver Trust | 0.15% | 25,930 | $683K | Add +0.4% |
| CAT Caterpillar Inc. | 0.15% | 1,870 | $678K | Reduce -1.1% |
| WY Weyerhaeuser Co. | 0.15% | 23,893 | $673K | Reduce -14.3% |
| GO Grocery Outlet Holding Corp. | 0.15% | 42,079 | $657K | Reduce -7.6% |
| MDU Mdu Resources Group Inc. | 0.14% | 36,183 | $652K | Reduce -0.6% |
| BHK BlackRock Core Bond Trust | 0.14% | 60,699 | $635K | Add +6.6% |
| ECG Everus Construction Group | 0.13% | 9,206 | $605K | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 3,029 | $598K | Add +0.4% |
| SNY Sanofi-ADR | 0.13% | 12,187 | $588K | Reduce -27.8% |
| SO The Southern Co. | 0.13% | 7,106 | $585K | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.13% | 6,579 | $584K | Add +2.2% |
| CSM Proshares Large Cap Core Plu | 0.13% | 8,541 | $565K | Add +3.7% |
| EPI Wisdomtree India Earnings | 0.12% | 12,454 | $564K | Reduce -9.4% |
| JVAL JPMorgan US Value Factor ETF | 0.12% | 13,015 | $562K | Add +12.8% |
| FLOT iShares Floating Rate Bond E | 0.12% | 10,912 | $555K | Add +54.6% |
| NXPI NXP Semiconductors NV | 0.12% | 2,617 | $544K | Reduce -25.6% |
| CHD Church & Dwight Co. Inc. | 0.12% | 5,097 | $534K | Add +0.2% |
| DTH Wisdomtree International Hig | 0.12% | 14,108 | $533K | Reduce -21.2% |
| JQUA JPMorgan US Quality Factor | 0.12% | 9,088 | $520K | Add +0.8% |
| JMOM JPMorgan US Momentum Factor | 0.11% | 8,830 | $515K | Add +0.9% |
| SRLN SS Blackstone Sr Loan ETF | 0.11% | 12,291 | $513K | Add +19.6% |
| STZ Constellation Brands Inc. Class A | 0.11% | 2,282 | $504K | Reduce -22.3% |
| MET Metlife Inc. | 0.11% | 6,064 | $497K | Reduce -5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 11,260 | $495K | Reduce -15.7% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.11% | 5,945 | $480K | Add +10.3% |
| NKE Nike Inc. Class B | 0.11% | 6,297 | $476K | Reduce -8.4% |
| UNM Unum Group | 0.10% | 6,480 | $473K | Reduce -10.4% |
| VOO Vanguard S&P 500 ETF | 0.10% | 858 | $462K | Reduce -7.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 1,541 | $447K | No change |
| TMFG Motley Fool Global Opp | 0.10% | 15,345 | $435K | Add +39.9% |
| PHM Pultegroup Inc. | 0.10% | 3,983 | $434K | Add +1.5% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.10% | 3,764 | $430K | Add +18.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,526 | $428K | Add +0.2% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.09% | 2,201 | $426K | Reduce -11.1% |
| IAU iShares Gold Trust | 0.09% | 8,589 | $425K | New |
| FIVE Five Below | 0.09% | 4,037 | $424K | Reduce -26.7% |
| GEV GE Vernova Inc. | 0.09% | 1,281 | $421K | New |
| AXP American Express Co. | 0.09% | 1,416 | $420K | No change |
| IGM iShares Expanded Tech Sector | 0.09% | 4,110 | $420K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.09% | 3,628 | $419K | Reduce -10.5% |
| GOVT iShares US Treasury Bond ETF | 0.09% | 18,112 | $416K | Add +29.1% |
| VNQ Vanguard Real Estate ETF | 0.09% | 4,639 | $413K | Reduce -0.5% |
| DON Wisdomtree US Midcap Dividen | 0.09% | 8,077 | $412K | Reduce -9.2% |
| DNP DNP Select Income Fund Inc. | 0.09% | 46,662 | $412K | Add +0.3% |
| MDT Medtronic PLC | 0.09% | 5,041 | $403K | Reduce -8.3% |
| UNP Union Pacific Corp. | 0.09% | 1,750 | $399K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 3,582 | $399K | Reduce -9.3% |
| VTR Ventas Inc. | 0.08% | 6,502 | $383K | Add +20.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.08% | 1,099 | $377K | Reduce -3.6% |
| CSL Carlisle Cos Inc. | 0.08% | 1,022 | $377K | Add +0.6% |
| PLD Prologis Inc. | 0.08% | 3,538 | $374K | Reduce -6.1% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.08% | 7,519 | $371K | Add +39.4% |
| FPX First Trust US Equity Opport | 0.08% | 3,063 | $366K | Add +3.2% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 3,163 | $364K | Reduce -1.3% |
| IWP iShares Russell Mid-Cap Grow | 0.08% | 2,852 | $361K | Reduce -26.1% |
| SFNC Simmons First Natl Corp. Class A | 0.08% | 16,023 | $355K | Reduce -15.6% |
| ROL Rollins Inc. | 0.08% | 7,394 | $343K | Reduce -13.1% |
| IWV iShares Russell 3000 ETF | 0.07% | 997 | $333K | Reduce -6.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 4,391 | $332K | Reduce -9.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 4,717 | $325K | Add +11.5% |
| IEF iShares 7-10 Year Treasury B | 0.07% | 3,511 | $325K | Reduce -19.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.07% | 6,243 | $323K | Add +2.8% |
| IP International Paper Co. | 0.07% | 5,795 | $312K | Reduce -11.8% |
| HST Host Hotels & Resorts Inc. | 0.07% | 17,692 | $310K | Add +3.3% |
| BLK BlackRock Inc. | 0.07% | 301 | $309K | Reduce -4.1% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.07% | 9,711 | $305K | Add +28.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.07% | 5,171 | $303K | Reduce -1.7% |
| MBB iShares MBS ETF | 0.06% | 3,184 | $292K | Reduce -23.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 710 | $291K | Reduce -2.9% |
| VLO Valero Energy Corp. | 0.06% | 2,263 | $277K | New |
| DIV Global X Superdividend Use | 0.06% | 15,367 | $277K | Reduce -13.9% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 1,655 | $276K | No change |
| MCD McDonald's Corp. | 0.06% | 952 | $276K | Add +3.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 5,550 | $272K | Add +8.3% |
| IBB iShares Biotechnology ETF | 0.06% | 2,029 | $268K | Reduce -26.2% |
| ATO Atmos Energy Corp. | 0.06% | 1,872 | $261K | Reduce -25.1% |
| ABBV Abbvie Inc. | 0.06% | 1,441 | $256K | Reduce -9.4% |
| PM Philip Morris International | 0.06% | 2,125 | $256K | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.06% | 1,132 | $250K | No change |
| IYW iShares Ustechnology ETF | 0.06% | 1,564 | $249K | No change |
| BBN BlackRock Taxable Muni BND | 0.05% | 15,349 | $247K | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.05% | 2,723 | $243K | New |
| MO Altria Group Inc. | 0.05% | 4,608 | $241K | Add +4.8% |
| IDV iShares International Select | 0.05% | 8,640 | $237K | New |
| USHY iShares Broad Usd High Yield | 0.05% | 6,355 | $234K | Reduce -0.8% |
| SRE Sempra | 0.05% | 2,650 | $232K | Reduce -5.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.05% | 9,111 | $232K | Reduce -6.0% |
| TIP iShares Tips Bond ETF | 0.05% | 2,075 | $221K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.05% | 1,949 | $215K | New |
| C Citigroup Inc. | 0.05% | 2,981 | $210K | New |
| WBA Walgreens Boots Alliance Inc. | 0.04% | 20,423 | $191K | No change |