| BRK.A Berkshire Hathaway Inc. Class A | 9.37% | 36 | $28.7M | No change |
| VOO Vanguard S&P 500 ETF | 5.91% | 35,271 | $18.1M | Reduce -0.5% |
| MSFT Microsoft Corp. | 2.77% | 22,661 | $8.5M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.64% | 15,222 | $8.1M | Add +5.6% |
| AAPL Apple Inc. | 2.35% | 32,405 | $7.2M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 2.30% | 121,029 | $7.1M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 1.74% | 9,474 | $5.3M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 9,349 | $5.2M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.68% | 27,055 | $5.1M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 1.65% | 5,349 | $5.1M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.62% | 20,293 | $5.0M | Reduce -1.1% |
| V Visa Inc. Class A | 1.62% | 14,180 | $5.0M | Reduce -9.9% |
| EFA iShares MSCI Eafe ETF | 1.58% | 59,167 | $4.8M | Add +0.4% |
| LLY Eli Lilly & Co. | 1.43% | 5,304 | $4.4M | Add +0.7% |
| IVE iShares S&P 500 Value ETF | 1.37% | 21,981 | $4.2M | Reduce -2.0% |
| BND Vanguard Total Bond Market | 1.33% | 55,401 | $4.1M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.23% | 6,527 | $3.8M | Add +1.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.07% | 25,505 | $3.3M | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.04% | 10,344 | $3.2M | Reduce -1.2% |
| VIG Vanguard Dividend Apprec ETF | 1.03% | 16,356 | $3.2M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 1.03% | 20,395 | $3.2M | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.92% | 10,318 | $2.8M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.92% | 16,479 | $2.8M | Reduce -1.9% |
| VWO Vanguard Ftse Emerging Marke | 0.89% | 60,526 | $2.7M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.89% | 17,404 | $2.7M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.88% | 16,364 | $2.7M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.85% | 12,474 | $2.6M | Reduce -3.9% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 22,686 | $2.4M | Reduce -1.5% |
| SUB iShares Short-Term National | 0.73% | 21,304 | $2.2M | Reduce -0.8% |
| VGSH Vanguard Short-Term Treasury | 0.71% | 37,043 | $2.2M | Add +23.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 28,095 | $2.1M | Reduce -1.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.66% | 16,825 | $2.0M | Reduce -1.7% |
| MCD McDonald's Corp. | 0.64% | 6,298 | $2.0M | Add +6.8% |
| CVX Chevron Corp. | 0.63% | 11,626 | $1.9M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.63% | 5,207 | $1.9M | Add +2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.62% | 45,488 | $1.9M | Reduce -2.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.61% | 37,557 | $1.9M | Reduce -7.7% |
| WFC Wells Fargo & Co. | 0.60% | 25,706 | $1.8M | Reduce -9.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 3,775 | $1.8M | No change |
| DVY iShares Select Dividend ETF | 0.52% | 11,781 | $1.6M | No change |
| AGG iShares Core U.S. Aggregate | 0.51% | 15,805 | $1.6M | Add +1.2% |
| VGIT Vanguard Intermediate-Term T | 0.50% | 25,883 | $1.5M | Add +17.8% |
| IVW iShares S&P 500 Growth ETF | 0.49% | 16,119 | $1.5M | Reduce -0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 17,287 | $1.4M | Reduce -9.5% |
| UNH Unitedhealth Group Inc. | 0.38% | 2,241 | $1.2M | Reduce -0.3% |
| MUB iShares National Muni Bond E | 0.38% | 11,046 | $1.2M | Add +24.2% |
| DFAS Dimensional US Small Cap ETF | 0.37% | 19,129 | $1.1M | No change |
| PEP Pepsico Inc. | 0.37% | 7,548 | $1.1M | Reduce -2.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.37% | 25,922 | $1.1M | No change |
| IWM iShares Russell 2000 ETF | 0.36% | 5,520 | $1.1M | Reduce -2.0% |
| ILCG iShares Morningstar Growth E | 0.36% | 13,505 | $1.1M | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.36% | 3,262 | $1.1M | No change |
| KO The Coca-Cola Co. | 0.35% | 15,044 | $1.1M | Add +1.7% |
| CSCO Cisco Systems Inc. | 0.35% | 17,299 | $1.1M | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.35% | 3,676 | $1.1M | Add +1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 6,091 | $1.1M | Add +2.9% |
| HON Honeywell International Inc. | 0.32% | 4,678 | $991K | Reduce -1.7% |
| ACN Accenture PLC Class A | 0.32% | 3,159 | $986K | Reduce -2.4% |
| SCHP Schwab U.S. Tips ETF | 0.31% | 35,103 | $944K | Reduce -0.2% |
| MBB iShares MBS ETF | 0.30% | 9,841 | $923K | Reduce -6.9% |
| BLK BlackRock Inc. | 0.30% | 966 | $914K | Reduce -3.7% |
| ADP Automatic Data Processing | 0.30% | 2,990 | $914K | Reduce -1.0% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 32,529 | $910K | No change |
| VNQ Vanguard Real Estate ETF | 0.30% | 10,018 | $907K | Reduce -16.3% |
| WMT Walmart Inc. | 0.29% | 10,274 | $902K | Reduce -9.4% |
| TRV The Travelers Cos Inc. | 0.28% | 3,268 | $864K | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.28% | 3,705 | $864K | No change |
| VEA Vanguard Ftse Developed ETF | 0.28% | 16,806 | $854K | Reduce -0.4% |
| DGRO iShares Core Dividend Growth | 0.27% | 13,604 | $840K | Add +5.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 5,115 | $821K | Add +4.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.26% | 26,911 | $810K | Add +0.2% |
| UNP Union Pacific Corp. | 0.26% | 3,378 | $798K | Add +0.3% |
| ABT Abbott Laboratories | 0.26% | 6,015 | $798K | Reduce -1.7% |
| DFAT Dimensional US Target Value | 0.26% | 15,399 | $793K | No change |
| XOM Exxon Mobil Corp. | 0.25% | 6,440 | $766K | Add +0.7% |
| IEMG iShares Core MSCI Emerging | 0.25% | 14,030 | $757K | Reduce -1.3% |
| EMR Emerson Electric Co. | 0.24% | 6,838 | $750K | Add +0.9% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.24% | 7,831 | $733K | Add +0.8% |
| AMT American Tower Corp. | 0.23% | 3,231 | $703K | Add +245.9% |
| AFL Aflac Inc. | 0.23% | 6,262 | $696K | No change |
| HD Home Depot Inc. | 0.22% | 1,864 | $683K | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 2,631 | $680K | Reduce -27.1% |
| FIXD First Trust Smith Opportunis | 0.22% | 15,353 | $673K | Reduce -0.1% |
| FYT First Trust Small Cap Val | 0.22% | 13,413 | $667K | No change |
| CDNS Cadence Design SYS Inc. | 0.22% | 2,621 | $667K | Add +3.8% |
| PAYX Paychex Inc. | 0.22% | 4,283 | $661K | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.21% | 7,195 | $646K | Reduce -1.3% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 7,495 | $638K | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.20% | 12,313 | $629K | Reduce -6.2% |
| LIN Linde PLC | 0.20% | 1,340 | $624K | Add +2.6% |
| NVDA Nvidia Corp. | 0.20% | 5,755 | $624K | Add +11.6% |
| GD General Dynamics Corp. | 0.20% | 2,268 | $618K | Reduce -0.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 2,522 | $617K | Add +9.6% |
| IAU iShares Gold Trust | 0.20% | 10,357 | $611K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.20% | 27,197 | $610K | Add +42.3% |
| VZ Verizon Communications Inc. | 0.20% | 13,370 | $606K | Reduce -6.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.20% | 3,282 | $605K | No change |
| VTC Vanguard Total Corporate BND | 0.19% | 7,650 | $588K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.19% | 25,396 | $583K | Add +20.8% |
| MS Morgan Stanley | 0.19% | 4,947 | $577K | Reduce -8.4% |
| ZTS Zoetis Inc. | 0.19% | 3,502 | $577K | Reduce -2.6% |
| USB US Bancorp | 0.19% | 13,462 | $568K | Reduce -2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 5,630 | $556K | Reduce -1.9% |
| IBTF iShares Ibonds Dec 2025 Term | 0.18% | 23,765 | $555K | Add +46.0% |
| ADBE Adobe Inc. | 0.18% | 1,447 | $555K | Reduce -4.6% |
| EEM iShares MSCI Emerging Market | 0.18% | 12,633 | $552K | Add +0.9% |
| SCHB Schwab US Broad Market ETF | 0.18% | 25,432 | $548K | Add +73.9% |
| RTX RTX Corp. | 0.17% | 4,044 | $536K | Add +6.1% |
| ICE Intercontinental Exchange Inc. | 0.17% | 3,093 | $534K | Reduce -5.0% |
| IWS iShares Russell Mid-Cap Valu | 0.17% | 4,215 | $531K | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 2,119 | $527K | No change |
| CMI Cummins Inc. | 0.17% | 1,645 | $516K | Reduce -4.9% |
| BIV Vanguard Intermediate-Term B | 0.17% | 6,713 | $514K | Add +177.2% |
| MMM 3M Co. | 0.16% | 3,444 | $506K | Reduce -0.6% |
| RPV Invesco S&P 500 Pure Value E | 0.16% | 5,443 | $503K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,246 | $498K | Reduce -3.7% |
| IEF iShares 7-10 Year Treasury B | 0.16% | 5,143 | $490K | Add +48.3% |
| PFE Pfizer Inc. | 0.16% | 19,260 | $488K | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.16% | 3,136 | $482K | Add +3.3% |
| AVUV Avantis US Small Cap Value | 0.15% | 5,368 | $468K | Add +8.2% |
| XLK SS Technology Select Sector | 0.15% | 2,230 | $460K | No change |
| MA Mastercard Inc. Class A | 0.15% | 832 | $456K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.15% | 7,729 | $456K | Add +3.5% |
| TXN Texas Instruments Inc. | 0.15% | 2,530 | $455K | Reduce -9.7% |
| ED Consolidated Edison Inc. | 0.14% | 4,002 | $443K | Reduce -2.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.14% | 5,665 | $441K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,498 | $433K | Add +17.9% |
| CRM Salesforce Inc. | 0.14% | 1,609 | $432K | Reduce -7.3% |
| SBUX Starbucks Corp. | 0.14% | 4,386 | $430K | Reduce -24.4% |
| XLE SS Energy Select Sector | 0.14% | 4,599 | $430K | Reduce -0.4% |
| MO Altria Group Inc. | 0.14% | 7,019 | $421K | No change |
| PM Philip Morris International | 0.14% | 2,654 | $421K | Reduce -1.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.14% | 2,068 | $416K | No change |
| VT Vanguard Tot World STK ETF | 0.13% | 3,555 | $412K | Add +0.2% |
| CCEP Coca-Cola Europacific Partne | 0.13% | 4,707 | $409K | No change |
| NVS Novartis AG-Sponsored ADR | 0.13% | 3,615 | $403K | Reduce -2.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 1,581 | $398K | Add +4.5% |
| TPL Texas Pacific Land Corp. | 0.13% | 300 | $397K | Reduce -7.7% |
| WM Waste Management Inc. | 0.13% | 1,712 | $396K | Reduce -1.1% |
| SCHH Schwab US REIT ETF | 0.13% | 18,326 | $394K | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 792 | $394K | Reduce -8.6% |
| TLT iShares 20+ Year Treasury BD | 0.13% | 4,322 | $393K | Add +23.4% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,089 | $393K | Add +0.5% |
| SDOG Alps Sector Dividend Dogs | 0.13% | 6,700 | $389K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 2,086 | $389K | Reduce -1.9% |
| PANW Palo Alto Networks Inc. | 0.13% | 2,250 | $384K | Add +13.1% |
| SCHM Schwab US Mid Cap ETF | 0.13% | 14,637 | $383K | No change |
| SO The Southern Co. | 0.12% | 4,031 | $371K | Add +0.8% |
| J Jacobs Solutions Inc. | 0.12% | 3,005 | $363K | Reduce -0.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.12% | 7,832 | $363K | Add +1.0% |
| AVGO Broadcom Inc. | 0.12% | 2,132 | $357K | Add +17.1% |
| ORCL Oracle Corp. | 0.12% | 2,527 | $353K | Reduce -4.5% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 15,972 | $353K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.11% | 3,595 | $352K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,865 | $351K | Add +0.4% |
| DE Deere & Co. | 0.11% | 742 | $348K | Reduce -9.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.11% | 15,492 | $345K | Add +9.7% |
| MPC Marathon Petroleum Corp. | 0.11% | 2,309 | $336K | No change |
| T AT&T Inc. | 0.11% | 11,812 | $334K | Reduce -2.6% |
| NOW ServiceNow Inc. | 0.11% | 410 | $326K | Reduce -6.8% |
| RUNN Running Oak Efficient GR ETF | 0.11% | 10,000 | $324K | No change |
| AMAT Applied Materials Inc. | 0.10% | 2,201 | $319K | Reduce -5.0% |
| NEE Nextera Energy Inc. | 0.10% | 4,361 | $309K | Reduce -7.4% |
| MDT Medtronic PLC | 0.10% | 3,412 | $307K | No change |
| SLV iShares Silver Trust | 0.10% | 9,856 | $305K | No change |
| VMI Valmont Industries | 0.10% | 1,067 | $304K | No change |
| VXUS Vanguard Total Intl Stock | 0.10% | 4,885 | $303K | No change |
| ENB Enbridge Inc. | 0.10% | 6,822 | $302K | No change |
| PSX Phillips 66 | 0.10% | 2,444 | $302K | Reduce -3.6% |
| TDG Transdigm Group Inc. | 0.10% | 212 | $293K | Add +15.8% |
| SCHG Schwab US Large-Cap Growth | 0.09% | 11,532 | $289K | Add +7.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.09% | 2,734 | $283K | No change |
| DUK Duke Energy Corp. | 0.09% | 2,317 | $283K | Add +1.1% |
| SPHY SS SPDR P High Yield ETF | 0.09% | 11,990 | $281K | No change |
| MDY State Street SPDR S&P Midcap | 0.09% | 520 | $277K | No change |
| SPGI S&P Global Inc. | 0.09% | 542 | $275K | Add +9.5% |
| ITW Illinois Tool Works | 0.09% | 1,096 | $272K | Reduce -3.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 3,460 | $271K | Add +5.2% |
| OKE Oneok Inc. | 0.09% | 2,718 | $270K | No change |
| PLD Prologis Inc. | 0.09% | 2,359 | $264K | Add +13.7% |
| UBER Uber Technologies Inc. | 0.09% | 3,590 | $262K | Add +30.9% |
| XMLV Invesco S&P Midcap Low Volat | 0.08% | 4,200 | $259K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.08% | 5,600 | $258K | Reduce -4.6% |
| FVD First Trust Value Line DVD | 0.08% | 5,781 | $258K | Add +11.3% |
| BSV Vanguard Short-Term Bond ETF | 0.08% | 3,263 | $255K | No change |
| CMCSA Comcast Corp. Class A | 0.08% | 6,899 | $255K | Add +6.4% |
| LH Labcorp Holdings Inc. | 0.08% | 1,091 | $254K | Reduce -2.4% |
| ISRG Intuitive Surgical Inc. | 0.08% | 511 | $253K | Reduce -6.1% |
| ECL Ecolab Inc. | 0.08% | 985 | $250K | No change |
| JPST JPMorgan Ultra-Short Income | 0.08% | 4,925 | $249K | Reduce -10.4% |
| XLF SS Financial Select Sector | 0.08% | 4,986 | $248K | No change |
| EOG EOG Resources Inc. | 0.08% | 1,935 | $248K | Reduce -23.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.08% | 250 | $247K | Reduce -24.2% |
| GM General Motors Co. | 0.08% | 5,230 | $246K | Reduce -8.1% |
| SCHW Schwab (charles) Corp. | 0.08% | 3,075 | $241K | No change |
| SYY Sysco Corp. | 0.08% | 3,204 | $240K | Add +17.1% |
| IHI iShares U.S. Medical Devices | 0.08% | 3,960 | $238K | No change |
| NOC Northrop Grumman Corp. | 0.08% | 457 | $234K | No change |
| AMGN Amgen Inc. | 0.08% | 744 | $232K | Add +0.9% |
| AEP American Electric Power | 0.08% | 2,121 | $232K | No change |
| INTC Intel Corp. | 0.08% | 10,163 | $231K | Reduce -12.3% |
| VCIT Vanguard Int-Term Corporate | 0.08% | 2,819 | $230K | No change |
| VHT Vanguard Health Care ETF | 0.07% | 865 | $229K | Reduce -0.1% |
| NUV Nuveen Municipal Value | 0.07% | 26,000 | $228K | No change |
| WSM Williams-Sonoma Inc. | 0.07% | 1,440 | $228K | No change |
| AVUS Avantis U.S. Equity ETF | 0.07% | 2,450 | $226K | New |
| GE General Electric filed as GE AEROSPACE | 0.07% | 1,122 | $225K | No change |
| TIP iShares Tips Bond ETF | 0.07% | 2,021 | $225K | Reduce -27.2% |
| AVEM Avantis Emerging Markets Eq | 0.07% | 3,725 | $224K | New |
| APH Amphenol Corp. Class A | 0.07% | 3,394 | $223K | No change |
| INTU Intuit Inc. | 0.07% | 362 | $222K | No change |
| VTIP Vanguard Short-Term Tips | 0.07% | 4,374 | $218K | Reduce -35.4% |
| NKE Nike Inc. Class B | 0.07% | 3,395 | $216K | Reduce -2.9% |
| MAR Marriott International Class A | 0.07% | 895 | $213K | Reduce -13.4% |
| APD Air Products & Chemicals Inc. | 0.07% | 709 | $209K | Add +55.5% |
| DUHP Dimensional US High Profi Et | 0.07% | 6,306 | $209K | Reduce -9.7% |
| AMLP Alerian MLP ETF | 0.07% | 3,986 | $207K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 3,109 | $204K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.07% | 10,957 | $203K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.07% | 3,849 | $202K | No change |
| ALL Allstate Corp. | 0.06% | 949 | $197K | Add +12.8% |
| FYC First Trust Small Cap Growth | 0.06% | 2,826 | $194K | Add +15.9% |
| CAT Caterpillar Inc. | 0.06% | 579 | $191K | Reduce -8.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,147 | $190K | Reduce -27.6% |
| SYK Stryker Corp. | 0.06% | 510 | $190K | Add +18.6% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.06% | 3,747 | $189K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.06% | 3,110 | $189K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 543 | $187K | No change |
| UPS United Parcel Service Class B | 0.06% | 1,697 | $187K | Reduce -4.9% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,498 | $183K | Add +17.9% |
| MAS Masco Corp. | 0.06% | 2,610 | $181K | Reduce -13.0% |
| FEMS First Trust Emerging Markets | 0.06% | 4,880 | $181K | No change |
| TGT Target Corp. | 0.06% | 1,731 | $181K | Reduce -14.6% |
| COP Conocophillips | 0.06% | 1,711 | $180K | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 1,371 | $177K | No change |
| BMY Bristol-Myers Squibb Co. | 0.06% | 2,889 | $176K | Reduce -9.0% |
| ETN Eaton Corp. PLC | 0.06% | 647 | $176K | No change |
| VGT Vanguard Info Tech ETF | 0.06% | 321 | $174K | No change |
| TD Toronto-Dominion Bank | 0.06% | 2,890 | $173K | No change |
| C Citigroup Inc. | 0.06% | 2,439 | $173K | Reduce -16.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 671 | $172K | Add +9.3% |
| RDVY First Trust Rising Dividend | 0.06% | 2,941 | $172K | No change |
| DFIC Dimensional International Co. | 0.06% | 6,120 | $170K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.05% | 2,836 | $167K | Add +0.6% |
| IMCG iShares Morningstar Mid-Cap | 0.05% | 2,255 | $161K | No change |
| PGR Progressive Corp. | 0.05% | 568 | $161K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 1,180 | $160K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 2,800 | $160K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.05% | 2,914 | $160K | Reduce -9.4% |
| LMBS First Trust Low Duration Opp | 0.05% | 3,220 | $158K | Reduce -2.3% |
| DVYE iShares Emerging Markets Div | 0.05% | 5,800 | $158K | No change |
| SCHA Schwab US Small-Cap ETF | 0.05% | 6,368 | $149K | No change |
| PSA Public Storage | 0.05% | 498 | $149K | Add +17.2% |
| CTAS Cintas Corp. | 0.05% | 720 | $148K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.05% | 1,360 | $148K | Reduce -16.1% |
| FSMB First Trust Short Dur Manag | 0.05% | 7,433 | $148K | No change |
| DEUS Xtrackers Russell US Multi | 0.05% | 2,750 | $148K | Add +5.8% |
| UITB Victoryshares Core Intermedi | 0.05% | 3,084 | $145K | New |
| SDVY First Trust Smid Cap Rising | 0.05% | 4,255 | $143K | No change |
| VMO Invesco Municipal Opport | 0.05% | 15,000 | $142K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 703 | $142K | No change |
| APUE Activepassive US Equity ETF | 0.05% | 4,157 | $141K | No change |
| CL Colgate-Palmolive Co. | 0.05% | 1,506 | $141K | No change |
| JHMM John Hancock Multi Fact Mid | 0.05% | 2,456 | $141K | Add +123.3% |
| TSLA Tesla Inc. | 0.05% | 540 | $140K | Add +8.0% |
| SHEL Shell PLC-ADR | 0.04% | 1,872 | $137K | Add +11.8% |
| BSCV Invesco Bulletshares 2031 CB | 0.04% | 8,395 | $137K | No change |
| CB Chubb Ltd. | 0.04% | 452 | $136K | No change |
| ATO Atmos Energy Corp. | 0.04% | 881 | $136K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.04% | 6,933 | $136K | No change |
| BAX Baxter International Inc. | 0.04% | 3,964 | $136K | No change |
| VONG Vanguard Russell 1000 Growth | 0.04% | 1,412 | $131K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 1,564 | $130K | Reduce -0.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.04% | 4,500 | $127K | Add +12.5% |
| BSX Boston Scientific Corp. | 0.04% | 1,255 | $127K | Add +20.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.04% | 5,027 | $126K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,038 | $126K | No change |
| MDLZ Mondelez International Inc. Class A | 0.04% | 1,836 | $125K | Reduce -5.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 1,243 | $124K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.04% | 1,121 | $123K | Add +2.8% |
| VIGI Vanguard Int Div App Indx FD | 0.04% | 1,483 | $123K | Reduce -3.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 2,507 | $122K | Add +0.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.04% | 1,941 | $122K | Reduce -0.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.04% | 4,403 | $121K | No change |
| NXPI NXP Semiconductors NV | 0.04% | 628 | $119K | No change |
| DFAC Dimensional US Core Equity 2 | 0.04% | 3,605 | $119K | Reduce -1.8% |
| STT State Street Corp. | 0.04% | 1,312 | $117K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.04% | 4,842 | $117K | Reduce -0.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.04% | 279 | $117K | Add +13.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.04% | 3,940 | $117K | Add +7.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 1,510 | $116K | Reduce -6.7% |
| DFIV Dimensional International Va | 0.04% | 2,950 | $116K | Add +0.3% |
| SHW The Sherwin-Williams Co. | 0.04% | 329 | $115K | No change |
| PNC PNC Financial Services Group | 0.04% | 648 | $114K | Add +29.9% |
| GIS General Mills Inc. | 0.04% | 1,895 | $113K | No change |
| ORLY O'reilly Automotive Inc. | 0.04% | 78 | $112K | No change |
| CGGR Cap Group Growth Equity | 0.04% | 3,250 | $111K | Add +8.3% |
| SCHF Schwab Intl Equity ETF | 0.04% | 5,612 | $111K | Reduce -0.9% |
| BKNG Booking Holdings Inc. | 0.04% | 24 | $111K | No change |
| SCHV Schwab US Large-Cap Value | 0.04% | 4,137 | $110K | Reduce -7.7% |
| KMB Kimberly-Clark Corp. | 0.04% | 770 | $110K | Add +10.0% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.04% | 1,105 | $109K | No change |
| FMB First Trust Managed Municipa | 0.04% | 2,150 | $108K | No change |
| WEC WEC Energy Group Inc. | 0.03% | 982 | $107K | No change |
| CME Cme Group Inc. | 0.03% | 402 | $107K | Reduce -21.6% |
| FTCS First Trust Capital Strength | 0.03% | 1,188 | $106K | No change |
| CAH Cardinal Health Inc. | 0.03% | 767 | $106K | Add +11.2% |
| GPC Genuine Parts Co. | 0.03% | 871 | $104K | No change |
| JCPB JPMorgan Core Plus Bond ETF | 0.03% | 2,173 | $102K | Add +80.3% |
| VGK Vanguard Ftse Europe ETF | 0.03% | 1,450 | $102K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.03% | 2,327 | $101K | Reduce -2.3% |
| CASY Casey's General Stores Inc. | 0.03% | 232 | $101K | No change |
| KEYS Keysight Technologies Inc. | 0.03% | 669 | $100K | Add +14.2% |
| AMD Advanced Micro Devices | 0.03% | 973 | $100K | Add +66.0% |
| DEO Diageo PLC-Sponsored ADR | 0.03% | 938 | $98K | Reduce -9.6% |
| XEL Xcel Energy Inc. | 0.03% | 1,367 | $97K | Reduce -8.7% |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 820 | $96K | Add +6.1% |
| AMP Ameriprise Financial Inc. | 0.03% | 197 | $95K | Reduce -6.6% |
| MRVL Marvell Technology Inc. | 0.03% | 1,547 | $95K | Add +104.4% |
| GILD Gilead Sciences Inc. | 0.03% | 845 | $95K | Reduce -45.0% |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 551 | $94K | No change |
| XLB SS Materials Select Sector | 0.03% | 1,075 | $92K | Reduce -22.0% |
| PH Parker Hannifin Corp. | 0.03% | 150 | $91K | No change |
| AGGY Wisdomtree Yield Enhanced US | 0.03% | 2,057 | $89K | No change |
| CP Canadian Pacific Kansas City | 0.03% | 1,250 | $88K | No change |
| XLP SS Consumer Staples Sel Sect | 0.03% | 1,069 | $87K | Reduce -4.5% |
| BOND PIMCO Active Bond Exchange-T | 0.03% | 942 | $87K | Add +77.7% |
| O Realty Income Corp. | 0.03% | 1,500 | $87K | No change |
| IHDG Wisdomtree International Hed | 0.03% | 2,000 | $87K | No change |
| BR Broadridge Financial Solutio | 0.03% | 354 | $86K | No change |
| TFC Truist Financial Corp. | 0.03% | 2,059 | $85K | No change |
| GEV GE Vernova Inc. | 0.03% | 277 | $85K | No change |
| LMT Lockheed Martin Corp. | 0.03% | 189 | $84K | Add +2.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.03% | 900 | $82K | Add +12.5% |
| KLAC KLA Corp. | 0.03% | 121 | $82K | Add +21.0% |
| NOBL Proshares S&P 500 Dividend A | 0.03% | 800 | $82K | Reduce -95.0% |
| PFG Principal Financial Group | 0.03% | 951 | $80K | No change |
| AXP American Express Co. | 0.03% | 294 | $79K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.03% | 1,954 | $79K | No change |
| EQWL Invesco S&P 100 Equal Weight | 0.03% | 766 | $79K | Add +22.6% |
| DG Dollar General Corp. | 0.03% | 896 | $79K | Add +108.4% |
| DD Dupont DE Nemours Inc. | 0.03% | 1,042 | $78K | Reduce -16.0% |
| APIE Activepassive Intl Eqty ETF | 0.03% | 2,586 | $78K | No change |
| FAST Fastenal Co. | 0.03% | 1,001 | $78K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.03% | 1,470 | $77K | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.03% | 4,120 | $77K | No change |
| GS Goldman Sachs Group Inc. | 0.03% | 141 | $77K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.03% | 1,250 | $77K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.03% | 956 | $77K | Add +218.7% |
| PFFD Global X US Preferred ETF | 0.02% | 4,006 | $76K | No change |
| KIM Kimco Realty Corp. | 0.02% | 3,581 | $76K | No change |
| IWL iShares Russell Top 200 ETF | 0.02% | 552 | $76K | No change |
| MFC Manulife Financial Corp. | 0.02% | 2,432 | $76K | Reduce -11.7% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 354 | $74K | Add +27.3% |
| FTA First Trust L C Val Alp | 0.02% | 963 | $74K | No change |
| SAP Sap SE-Sponsored ADR | 0.02% | 274 | $74K | Reduce -45.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 997 | $73K | Reduce -14.0% |
| PAYC Paycom Software Inc. | 0.02% | 332 | $73K | No change |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.02% | 992 | $71K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 1,695 | $71K | Add +90.2% |
| APCB Activepassive Core Bond ETF | 0.02% | 2,395 | $71K | No change |
| FCX Freeport-McMoran Inc. | 0.02% | 1,864 | $71K | Reduce -8.6% |
| DOV Dover Corp. | 0.02% | 400 | $70K | Reduce -11.9% |
| SPOT Spotify Technology SA | 0.02% | 127 | $70K | Reduce -5.9% |
| JQUA JPMorgan US Quality Factor | 0.02% | 1,237 | $70K | No change |
| WELL Welltower Inc. | 0.02% | 450 | $69K | No change |
| HLN Haleon PLC-ADR | 0.02% | 6,673 | $69K | Add +5.5% |
| CCI Crown Castle Inc. | 0.02% | 657 | $68K | No change |
| PYPL PayPal Holdings Inc. | 0.02% | 1,048 | $68K | Reduce -42.8% |
| HAS Hasbro Inc. | 0.02% | 1,105 | $68K | Reduce -11.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 1,270 | $66K | Add +130.9% |
| FTC First Trust Large Cap Growth | 0.02% | 500 | $66K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 942 | $65K | Reduce -37.0% |
| NXP Nuveen Select Tax-Free Inc. | 0.02% | 4,491 | $65K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.02% | 1,334 | $63K | Reduce -22.7% |
| CHKP Check Point Software Tech | 0.02% | 277 | $63K | No change |
| D Dominion Energy Inc. | 0.02% | 1,117 | $63K | Add +2.8% |
| TOTL SS Doubleline TR Tact ETF | 0.02% | 1,547 | $62K | Add +3.9% |
| GEHC GE Healthcare Technology | 0.02% | 771 | $62K | No change |
| FTGS First Trust Grwth Strgth ETF | 0.02% | 2,086 | $62K | No change |
| INGR Ingredion Inc. | 0.02% | 456 | $62K | No change |
| DHR Danaher Corp. | 0.02% | 300 | $62K | No change |
| JNK SS SPDR BB High Yield Bond | 0.02% | 644 | $61K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.02% | 918 | $61K | Reduce -26.3% |
| HIG Hartford Insurance Group Inc. | 0.02% | 492 | $61K | Reduce -16.9% |
| FSIG FT Ltd. Duration Inv Grade | 0.02% | 3,206 | $61K | No change |
| SONY Sony Group Corp. - SP ADR | 0.02% | 2,391 | $61K | Reduce -17.1% |
| CAG Conagra Brands Inc. | 0.02% | 2,272 | $61K | Add +0.6% |
| LW Lamb Weston Holdings Inc. | 0.02% | 1,120 | $60K | No change |
| ACGL Arch Capital Group Ltd. | 0.02% | 618 | $59K | New |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.02% | 2,425 | $59K | Reduce -4.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.02% | 829 | $59K | No change |
| COF Capital One Financial Corp. | 0.02% | 328 | $59K | No change |
| TMUS T-Mobile US Inc. | 0.02% | 220 | $59K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 471 | $59K | Reduce -6.0% |
| A Agilent Technologies Inc. | 0.02% | 500 | $58K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 438 | $58K | Add +12.9% |
| BLV Vanguard Long-Term Bond ETF | 0.02% | 817 | $58K | Add +1.9% |
| LYB Lyondellbasell Indu Class A | 0.02% | 800 | $56K | No change |
| HDB HDFC Bank Ltd.-ADR | 0.02% | 847 | $56K | Add +109.7% |
| BX Blackstone Inc. | 0.02% | 400 | $56K | No change |
| CARR Carrier Global Corp. | 0.02% | 880 | $56K | Reduce -5.4% |
| GTO Invesco Total Return Bond Et | 0.02% | 1,176 | $55K | Add +0.3% |
| CHD Church & Dwight Co. Inc. | 0.02% | 500 | $55K | No change |
| FTSM First Trust Enh Short Mat FD | 0.02% | 915 | $55K | No change |
| LRCX Lam Research Corp. | 0.02% | 750 | $55K | Reduce -12.8% |
| XCEM Columbia Em Core Ex-China | 0.02% | 1,816 | $54K | New |
| IQLT iShares MSCI International Q | 0.02% | 1,343 | $53K | No change |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.02% | 578 | $53K | No change |
| MCK McKesson Corp. | 0.02% | 79 | $53K | No change |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.02% | 3,899 | $53K | Reduce -11.2% |
| XSLV Invesco S&P Smallcap Low Vol | 0.02% | 1,145 | $53K | No change |
| MELI MercadoLibre Inc. | 0.02% | 27 | $53K | New |
| CVS CVS Health Corp. | 0.02% | 766 | $52K | Reduce -60.4% |
| HCA HCA Healthcare Inc. | 0.02% | 150 | $52K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.02% | 2,135 | $52K | No change |
| FIS Fidelity National Info Serv | 0.02% | 685 | $51K | Add +34.3% |
| EVRG Evergy Inc. | 0.02% | 740 | $51K | No change |
| STZ Constellation Brands Inc. Class A | 0.02% | 278 | $51K | Add +45.5% |
| FGD First Trust DJ GL Sel DVD | 0.02% | 2,100 | $51K | No change |
| JHSC John Hancock Multi Small Cap | 0.02% | 1,362 | $51K | No change |
| IXC iShares Global Energy ETF | 0.02% | 1,204 | $51K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.02% | 2,000 | $51K | No change |
| BDX Becton Dickinson and Co. | 0.02% | 220 | $50K | No change |
| RMD Resmed Inc. | 0.02% | 225 | $50K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.02% | 420 | $50K | Reduce -16.3% |
| BN Brookfield Corp. | 0.02% | 945 | $50K | Reduce -2.5% |
| MLM Martin Marietta Materials | 0.02% | 103 | $49K | Add +14.4% |
| MCHP Microchip Technology Inc. | 0.02% | 1,014 | $49K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.02% | 538 | $49K | Add +3.5% |
| RWL Invesco S&P 500 Revenue ETF | 0.02% | 488 | $48K | Reduce -28.0% |
| AVB Avalonbay Communities Inc. | 0.02% | 225 | $48K | No change |
| VEEV Veeva Systems Inc. Class A | 0.02% | 206 | $48K | Add +74.6% |
| CNI Canadian Natl Railway Co. | 0.02% | 489 | $48K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.02% | 493 | $48K | No change |
| IWN iShares Russell 2000 Value E | 0.02% | 312 | $47K | No change |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.01% | 1,075 | $46K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.01% | 1,185 | $45K | No change |
| VXF Vanguard Extended Market ETF | 0.01% | 263 | $45K | Reduce -56.6% |
| UCON First Trust Smith Unconstrai | 0.01% | 1,816 | $45K | No change |
| BA The Boeing Co. | 0.01% | 262 | $45K | Reduce -47.0% |
| MU Micron Technology Inc. | 0.01% | 512 | $44K | Add +91.0% |
| ELV Elevance Health Inc. | 0.01% | 102 | $44K | Add +12.1% |
| PULS Pgim Ultra Short Bond ETF | 0.01% | 892 | $44K | Reduce -21.3% |
| XLI SS Industrial Select Sector | 0.01% | 336 | $44K | No change |
| XLV SS Health Care Select Sector | 0.01% | 300 | $44K | No change |
| DFUV Dimensional US Marketwide Va | 0.01% | 1,061 | $44K | No change |
| FDX FedEx Corp. | 0.01% | 178 | $43K | No change |
| DNB Dun & Bradstreet Holdings Inc. | 0.01% | 4,846 | $43K | Add +3.9% |
| FITB Fifth Third Bancorp | 0.01% | 1,100 | $43K | No change |
| CLX Clorox Company | 0.01% | 290 | $43K | No change |
| FMX Fomento Economico Mex-SP ADR | 0.01% | 429 | $42K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 63 | $42K | New |
| CTVA Corteva Inc. | 0.01% | 662 | $42K | Reduce -21.0% |
| OTIS Otis Worldwide Corp. | 0.01% | 402 | $41K | Reduce -29.7% |
| ADSK Autodesk Inc. | 0.01% | 158 | $41K | No change |
| DNP DNP Select Income Fund Inc. | 0.01% | 4,051 | $40K | No change |
| FDN First Trust DJ Internet Ind | 0.01% | 180 | $40K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 728 | $40K | Add +143.5% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 1,061 | $40K | No change |
| WDAY Workday Inc. Class A | 0.01% | 170 | $40K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 815 | $40K | Reduce -24.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.01% | 616 | $40K | No change |
| GNRC Generac Holdings Inc. | 0.01% | 311 | $39K | No change |
| MQY BlackRock Muniyield Quality | 0.01% | 3,355 | $39K | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.01% | 3,500 | $39K | No change |
| WMB Williams Cos Inc. | 0.01% | 650 | $39K | No change |
| WBD Warner Bros Discovery Inc. | 0.01% | 3,619 | $39K | No change |
| MET Metlife Inc. | 0.01% | 483 | $39K | No change |
| USHY iShares Broad Usd High Yield | 0.01% | 1,044 | $38K | Add +4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 450 | $38K | Reduce -38.4% |
| APA Apa Corp. | 0.01% | 1,800 | $38K | No change |
| BYM BlackRock Muni Inc. QLTY | 0.01% | 3,495 | $38K | No change |
| MUE BlackRock Munihold QLT FD II | 0.01% | 3,760 | $38K | No change |
| JAVA JPMorgan Active Value ETF | 0.01% | 588 | $37K | Add +21.7% |
| TT Trane Technologies PLC | 0.01% | 110 | $37K | Add +120.0% |
| FBIN Fortune Brands Innovations I | 0.01% | 600 | $37K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 160 | $36K | No change |
| DHI D.R. Horton Inc. | 0.01% | 281 | $36K | No change |
| FE Firstenergy Corp. | 0.01% | 879 | $36K | Reduce -15.0% |
| CGMU Cap Group Municipal Income | 0.01% | 1,316 | $35K | No change |
| TFI SS SPDR N Ice Muni Bond ETF | 0.01% | 778 | $35K | Add +0.5% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.01% | 735 | $35K | No change |
| DELL Dell Technologies -C | 0.01% | 382 | $35K | No change |
| RWX State Street SPDR Dow Jones | 0.01% | 1,400 | $34K | No change |
| ADI Analog Devices Inc. | 0.01% | 169 | $34K | No change |
| DFS Discover Financial Services | 0.01% | 199 | $34K | Reduce -23.5% |
| CSGP Costar Group Inc. | 0.01% | 428 | $34K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.01% | 733 | $34K | Add +5.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 297 | $34K | Add +12.9% |
| NSC Norfolk Southern Corp. | 0.01% | 141 | $33K | No change |
| SOLV Solventum Corp. | 0.01% | 439 | $33K | Reduce -7.4% |
| SNY Sanofi-ADR | 0.01% | 599 | $33K | Reduce -40.5% |
| PRU Prudential Financial Inc. | 0.01% | 297 | $33K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 400 | $33K | No change |
| LKQ LKQ Corp. | 0.01% | 768 | $33K | Reduce -12.6% |
| ENOV Enovis Corp. | 0.01% | 850 | $32K | No change |
| CWT California Water Service Grp | 0.01% | 670 | $32K | No change |
| ALGN Align Technology Inc. | 0.01% | 204 | $32K | Reduce -36.6% |
| GSK GSK PLC-Spon ADR | 0.01% | 832 | $32K | Reduce -21.2% |
| KMI Kinder Morgan Inc. | 0.01% | 1,126 | $32K | Reduce -10.8% |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 1,085 | $32K | Add +20.6% |
| TPR Tapestry Inc. | 0.01% | 450 | $32K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 400 | $32K | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.01% | 4,021 | $31K | New |
| SPGP Invesco S&P 500 Garp ETF | 0.01% | 311 | $31K | Reduce -36.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 853 | $31K | No change |
| FISV Fiserv Inc. | 0.01% | 139 | $31K | Reduce -15.8% |
| CNP Centerpoint Energy Inc. | 0.01% | 843 | $31K | No change |
| GRMN Garmin Ltd. | 0.01% | 140 | $30K | No change |
| IVZ Invesco Ltd. | 0.01% | 2,000 | $30K | No change |
| HDV iShares Core High Dividend E | 0.01% | 250 | $30K | No change |
| FSCS First Trust Smid Capital STR | 0.01% | 873 | $30K | No change |
| NWG Natwest Group PLC -Spon ADR | 0.01% | 2,523 | $30K | New |
| HSY The Hershey Co. | 0.01% | 175 | $30K | No change |
| NFLX Netflix Inc. | 0.01% | 32 | $30K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 115 | $29K | Reduce -7.3% |
| VLTO Veralto Corp. | 0.01% | 301 | $29K | No change |
| BRKR Bruker Corp. | 0.01% | 700 | $29K | New |
| ONEO SS SPDR R1000 Mom Foc ETF | 0.01% | 251 | $29K | New |
| FANG Diamondback Energy Inc. | 0.01% | 180 | $29K | Add +95.7% |
| CRL Charles River Laboratories | 0.01% | 190 | $29K | No change |
| DOW Dow Inc. | 0.01% | 813 | $28K | Reduce -4.9% |
| CNC Centene Corp. | 0.01% | 461 | $28K | Reduce -47.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.01% | 305 | $28K | Add +384.1% |
| NNI Nelnet Inc. Class A | 0.01% | 250 | $28K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.01% | 969 | $28K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.01% | 347 | $28K | Add +25.7% |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 2,459 | $27K | No change |
| AIRR First Trust Rba American Ind | 0.01% | 400 | $27K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 453 | $27K | No change |
| HUM Humana Inc. | 0.01% | 102 | $27K | Add +54.5% |
| AZO AutoZone Inc. | 0.01% | 7 | $27K | No change |
| NUE Nucor Corp. | 0.01% | 220 | $26K | No change |
| INFY Infosys Ltd.-SP ADR | 0.01% | 1,444 | $26K | Add +179.8% |
| DOC Healthpeak Properties Inc. | 0.01% | 1,300 | $26K | Reduce -24.6% |
| GNMA iShares Gnma Bond ETF | 0.01% | 596 | $26K | Reduce -85.4% |
| FNOV FT Vest US Equity Buffer ETF | 0.01% | 560 | $26K | No change |
| PPL PPL Corp. | 0.01% | 723 | $26K | Add +141.0% |
| OMC Omnicom Group | 0.01% | 314 | $26K | No change |
| TEL Te Connectivity PLC | 0.01% | 180 | $25K | No change |
| DNOV FT Vest US Equity Deep Buffe | 0.01% | 606 | $25K | No change |
| BBY Best Buy Co. Inc. | 0.01% | 342 | $25K | Add +108.5% |
| EIPI FT Energy Income ETF | 0.01% | 1,234 | $25K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.01% | 497 | $25K | No change |
| CDW CDW Corp. | 0.01% | 155 | $25K | No change |
| ARCC Ares Capital Corp. | 0.01% | 1,100 | $24K | No change |
| USFD US Foods Holding Corp. | 0.01% | 368 | $24K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.01% | 947 | $24K | Add +0.7% |
| SSNC Ss&c Technologies Holdings | 0.01% | 283 | $24K | Add +154.9% |
| DES Wisdomtree US Smallcap Divid | 0.01% | 735 | $23K | No change |
| CPAY Corpay Inc. | 0.01% | 67 | $23K | No change |
| VMC Vulcan Materials Co. | 0.01% | 100 | $23K | No change |
| FDT First Trust Develp MKT Ex-US | 0.01% | 400 | $23K | No change |
| AON Aon PLC Class A | 0.01% | 58 | $23K | No change |
| HES Hess Corp. | 0.01% | 144 | $23K | Add +87.0% |
| FTGC First Trust Global Tactical | 0.01% | 900 | $23K | No change |
| KKR KKR & Co. Inc. | 0.01% | 198 | $23K | Reduce -10.4% |
| RELX Relx PLC - Spon ADR | 0.01% | 452 | $23K | Reduce -54.0% |
| TECB iShares US Tech Breakthrough | 0.01% | 465 | $23K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 961 | $23K | Reduce -23.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 645 | $23K | No change |
| SE Sea Ltd.-ADR | 0.01% | 172 | $22K | New |
| KT KT Corp.-SP ADR | 0.01% | 1,266 | $22K | Add +615.3% |
| WERN Werner Enterprises Inc. | 0.01% | 750 | $22K | No change |
| PPG PPG Industries Inc. | 0.01% | 200 | $22K | No change |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.01% | 468 | $22K | No change |
| DDOG Datadog Inc. Class A | 0.01% | 218 | $22K | New |
| VFC VF Corp. | 0.01% | 1,355 | $21K | No change |
| SNPS Synopsys Inc. | 0.01% | 49 | $21K | Add +113.0% |
| SKYW Skywest Inc. | 0.01% | 240 | $21K | No change |
| DKNG Draftkings Inc. Class A | 0.01% | 628 | $21K | New |
| SKYY First Trust Cloud Computing | 0.01% | 204 | $21K | No change |
| CRH CRH PLC | 0.01% | 237 | $21K | Reduce -20.2% |
| FXH First Trust Health Care Alph | 0.01% | 200 | $21K | No change |
| LPLA LPL Financial Holdings Inc. | 0.01% | 63 | $21K | Add +173.9% |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.01% | 177 | $21K | Reduce -3.8% |
| STPZ PIMCO 1-5 Year US Tips Index | 0.01% | 380 | $21K | Reduce -16.5% |
| FLEX Flex Ltd. | 0.01% | 620 | $21K | No change |
| FEP First Trust Europe | 0.01% | 500 | $20K | No change |
| PDBC Invesco Optimum Yield Divers | 0.01% | 1,487 | $20K | Add +4.9% |
| ICSH iShares Ultra Short Duration | 0.01% | 397 | $20K | No change |
| KNF Knife River Corp. | 0.01% | 223 | $20K | Reduce -18.3% |
| BAP Credicorp Ltd. | 0.01% | 108 | $20K | No change |
| GOVT iShares US Treasury Bond ETF | 0.01% | 873 | $20K | No change |
| KGC Kinross Gold Corp. | 0.01% | 1,580 | $20K | New |
| MNST Monster Beverage Corp. | 0.01% | 340 | $20K | Reduce -37.0% |
| FTRI First Trust Indxx Global Nat | 0.01% | 1,500 | $20K | No change |
| AMTM Amentum Holdings Inc. | 0.01% | 1,086 | $20K | Reduce -45.0% |
| COR Cencora Inc. | 0.01% | 70 | $19K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 100 | $19K | Reduce -57.3% |
| ROK Rockwell Automation Inc. | 0.01% | 74 | $19K | No change |
| FLS Flowserve Corp. | 0.01% | 389 | $19K | Add +9.0% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.01% | 400 | $19K | No change |
| WST West Pharmaceutical Services | 0.01% | 83 | $19K | New |
| WU Western Union Co. | 0.01% | 1,750 | $19K | No change |
| DRI Darden Restaurants Inc. | 0.01% | 88 | $18K | New |
| PEG Public Service Enterprise GP | 0.01% | 221 | $18K | No change |
| FXN First Trust Energy Alphadex | 0.01% | 1,100 | $18K | No change |
| FTV Fortive Corp. | 0.01% | 248 | $18K | Reduce -17.1% |
| WAB Wabtec Corp. | 0.01% | 100 | $18K | Reduce -35.5% |
| ABEV Ambev SA-ADR | 0.01% | 7,671 | $18K | Reduce -40.3% |
| COOP Mr Cooper Group Inc. | 0.01% | 149 | $18K | New |
| TAK Takeda Pharmaceutic-SP ADR | 0.01% | 1,195 | $18K | No change |
| ZTO Zto Express Cayman Inc.-ADR | 0.01% | 894 | $18K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 279 | $18K | No change |
| MDU Mdu Resources Group Inc. | 0.01% | 1,032 | $17K | Reduce -8.8% |
| DAL Delta Air Lines Inc. | 0.01% | 400 | $17K | Reduce -57.5% |
| OBDC Blue Owl Capital Corp. | 0.01% | 1,175 | $17K | No change |
| SRE Sempra | 0.01% | 241 | $17K | Add +6.2% |
| VRT Vertiv Holdings Co. Class A | 0.01% | 238 | $17K | New |
| CPRT Copart Inc. | 0.01% | 301 | $17K | Reduce -43.0% |
| GJAN FT Vest US Equity Moderate B | 0.01% | 450 | $17K | No change |
| MKL Markel Group Inc. | 0.01% | 9 | $17K | Reduce -78.6% |
| WTRG Essential Utilities Inc. | 0.01% | 423 | $17K | No change |
| SNN Smith & Nephew PLC -Spon ADR | 0.01% | 588 | $17K | Reduce -15.6% |
| FLOT iShares Floating Rate Bond E | 0.01% | 325 | $17K | No change |
| ABG Asbury Automotive Group | 0.01% | 75 | $17K | No change |
| INMU iShares Intermediate Muni Inc. | 0.01% | 699 | $17K | No change |
| JCI Johnson Controls Internation | 0.01% | 206 | $17K | Add +390.5% |
| MDIV FT Multi-Asset Divers Inc. | 0.01% | 1,000 | $16K | No change |
| CIEN Ciena Corp. | 0.01% | 270 | $16K | No change |
| IPG Interpublic Group of Cos Inc. | 0.01% | 600 | $16K | No change |
| LAD Lithia Motors Inc. | 0.01% | 55 | $16K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 187 | $16K | No change |
| IDV iShares International Select | 0.01% | 500 | $16K | Reduce -9.1% |
| TLK Telkom Indonesia Persero-ADR filed as P T TELEKOMUNIKASI INDONESIA | 0.01% | 1,045 | $15K | Add +34.8% |
| VIS Vanguard Industrials ETF | 0.01% | 62 | $15K | No change |
| HAL Halliburton Co. | 0.01% | 604 | $15K | No change |
| URI United Rentals Inc. | 0.00% | 24 | $15K | No change |
| LEG Leggett & Platt Inc. | 0.00% | 1,900 | $15K | No change |
| SU Suncor Energy Inc. | 0.00% | 386 | $15K | Add +31.3% |
| FTSL First Trust Senior Loan ETF | 0.00% | 327 | $15K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 112 | $15K | Reduce -48.6% |
| CTSH Cognizant Tech Solutions-A | 0.00% | 189 | $14K | Reduce -58.5% |
| PKG Packaging Corp. of America | 0.00% | 73 | $14K | No change |
| GMAB Genmab A/S -SP ADR | 0.00% | 733 | $14K | Reduce -24.5% |
| PGF Invesco Financial Preferred | 0.00% | 1,000 | $14K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 936 | $14K | No change |
| HDEF Xtrackers MSCI Eafe High Div | 0.00% | 515 | $14K | No change |
| SKM SK Telecom Co. Ltd.-Spon ADR | 0.00% | 656 | $14K | Add +110.3% |
| URBN Urban Outfitters Inc. | 0.00% | 266 | $14K | No change |
| LXP LXP Industrial Trust | 0.00% | 1,600 | $14K | No change |
| LEN Lennar Corp. Class A | 0.00% | 119 | $14K | No change |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.00% | 1,034 | $13K | Add +22.4% |
| CNQ Canadian Natural Resources | 0.00% | 436 | $13K | No change |
| ICOW Pacer Developed Markets Inte | 0.00% | 425 | $13K | No change |
| VLO Valero Energy Corp. | 0.00% | 101 | $13K | No change |
| MSM MSC Industrial Direct Co. Class A | 0.00% | 170 | $13K | No change |
| MEAR Ishrs Short Mat Muni Act ETF | 0.00% | 262 | $13K | No change |
| ALE Allete Inc. | 0.00% | 200 | $13K | No change |
| CIVI Civitas Resources Inc. | 0.00% | 375 | $13K | No change |
| SKYH SKY Harbour Group Corp. | 0.00% | 1,000 | $13K | No change |
| CRTO Criteo SA-Spon | 0.00% | 366 | $13K | No change |
| DFAE Dimensional Emerging Core Eq | 0.00% | 495 | $13K | No change |
| ECON Columbia Resear Enh Em Econ | 0.00% | 585 | $13K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 262 | $13K | No change |
| AIG American International Group | 0.00% | 146 | $13K | No change |
| KVUE Kenvue Inc. | 0.00% | 526 | $13K | No change |
| GNTX Gentex Corp. | 0.00% | 540 | $13K | Reduce -5.9% |
| VRNS Varonis Systems Inc. | 0.00% | 311 | $13K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 801 | $12K | No change |
| EQIX Equinix Inc. | 0.00% | 15 | $12K | New |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 175 | $12K | Add +28.7% |
| GEN Gen Digital Inc. | 0.00% | 459 | $12K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 150 | $12K | No change |
| GMAR FT Vest US Equity Moderate B | 0.00% | 325 | $12K | No change |
| PNW Pinnacle West Capital | 0.00% | 126 | $12K | Reduce -13.7% |
| OXY Occidental Petroleum Corp. | 0.00% | 241 | $12K | No change |
| TRP TC Energy Corp. | 0.00% | 250 | $12K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 583 | $12K | New |
| VIPS Vipshop Holdings Ltd. - ADR | 0.00% | 739 | $12K | Reduce -24.1% |
| RF Regions Financial Corp. | 0.00% | 528 | $11K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.00% | 210 | $11K | Add +116.5% |
| NVT Nvent Electric PLC | 0.00% | 217 | $11K | Add +21.9% |
| EMBJ Embraer SA-Spon ADR | 0.00% | 246 | $11K | Reduce -36.8% |
| OGS One Gas Inc. | 0.00% | 150 | $11K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 67 | $11K | No change |
| USMC Principal US Mega-Cap ETF | 0.00% | 199 | $11K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.00% | 170 | $11K | No change |
| EXAS Exact Sciences Corp. | 0.00% | 257 | $11K | New |
| PR Permian Resources Corp. Class A | 0.00% | 798 | $11K | No change |
| UBS UBS Group AG-Reg | 0.00% | 363 | $11K | Reduce -5.0% |
| FNX First Trust Mid Cap Core Alp | 0.00% | 100 | $11K | No change |
| BKR Baker Hughes Co. | 0.00% | 247 | $11K | No change |
| CAE Cae Inc. | 0.00% | 438 | $11K | Reduce -19.5% |
| KHC The Kraft Heinz Co. | 0.00% | 352 | $11K | Add +21.4% |
| TKO Tko Group Holdings Inc. | 0.00% | 70 | $11K | No change |
| ES Eversource Energy | 0.00% | 172 | $11K | New |
| MGA Magna International Inc. | 0.00% | 314 | $11K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 2,346 | $11K | New |
| PHG Koninklijke Philips NVR- NY | 0.00% | 417 | $11K | No change |
| PDT John Hancock Prem DVD FND | 0.00% | 788 | $10K | No change |
| SMG Scotts Miracle-Gro Co. | 0.00% | 186 | $10K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 44 | $10K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 463 | $10K | Add +48.9% |
| GRFS Grifols SA-ADR | 0.00% | 1,411 | $10K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.00% | 200 | $10K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 119 | $10K | No change |
| EZU iShares MSCI Eurozone ETF | 0.00% | 182 | $10K | New |
| CE Celanese Corp. | 0.00% | 170 | $10K | Reduce -37.0% |
| ARE Alexandria Real Estate Equit | 0.00% | 104 | $10K | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 139 | $10K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 945 | $9K | Reduce -24.9% |
| CVE Cenovus Energy Inc. | 0.00% | 664 | $9K | Reduce -37.7% |
| UHAL U-Haul Holding Co. | 0.00% | 141 | $9K | No change |
| WPP WPP PLC-Sponsored ADR | 0.00% | 241 | $9K | No change |
| AVDE Avantis International Equity | 0.00% | 135 | $9K | No change |
| OEF iShares S&P 100 ETF | 0.00% | 33 | $9K | No change |
| LDOS Leidos Holdings Inc. | 0.00% | 66 | $9K | No change |
| AMX America Movil Sab DE CV | 0.00% | 623 | $9K | Add +31.4% |
| STX Seagate Technology Holdings | 0.00% | 104 | $9K | No change |
| CPT Camden Property Trust | 0.00% | 72 | $9K | No change |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 324 | $9K | Reduce -58.1% |
| ICLR Icon PLC | 0.00% | 50 | $9K | Reduce -52.4% |
| RNR Renaissancere Holdings Ltd. | 0.00% | 36 | $9K | No change |
| HZO Marinemax Inc. | 0.00% | 400 | $9K | No change |
| SW Smurfit Westrock PLC | 0.00% | 190 | $9K | No change |
| NI Nisource Inc. | 0.00% | 204 | $8K | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.00% | 100 | $8K | No change |
| PAVE Global X US Infrastructure | 0.00% | 210 | $8K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.00% | 69 | $8K | No change |
| XSMO Invesco S&P Smallcap Momentu | 0.00% | 124 | $8K | No change |
| E Eni SPA-Sponsored ADR | 0.00% | 251 | $8K | No change |
| HII Huntington Ingalls Industrie | 0.00% | 38 | $8K | Add +26.7% |
| RRX Regal Rexnord Corp. | 0.00% | 68 | $8K | Add +30.8% |
| PRGO Perrigo Co. PLC | 0.00% | 275 | $8K | No change |
| OTEX Open Text Corp. | 0.00% | 305 | $8K | Add +27.6% |
| NNN NNN REIT Inc. | 0.00% | 179 | $8K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 116 | $8K | Reduce -39.9% |
| CX Cemex Sab-Spons ADR Part Cer | 0.00% | 1,331 | $7K | No change |
| EMLC Vaneck JPM Em Local Curr BND | 0.00% | 312 | $7K | No change |
| PII Polaris Inc. | 0.00% | 180 | $7K | No change |
| WIX Wix.com Ltd. | 0.00% | 45 | $7K | Add +87.5% |
| AN Autonation Inc. | 0.00% | 43 | $7K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 144 | $7K | No change |
| APP AppLovin Corp. Class A | 0.00% | 26 | $7K | New |
| TRIP Tripadvisor Inc. | 0.00% | 485 | $7K | Add +182.0% |
| THC Tenet Healthcare Corp. | 0.00% | 51 | $7K | Reduce -29.2% |
| SITE Siteone Landscape Supply Inc. | 0.00% | 56 | $7K | No change |
| VLUE iShares MSCI USA Value Facto | 0.00% | 63 | $7K | Add +16.7% |
| OGE Oge Energy Corp. | 0.00% | 146 | $7K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 213 | $7K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.00% | 380 | $7K | No change |
| HUBB Hubbell Inc. | 0.00% | 20 | $7K | No change |
| VIV Telefonica Brasil-ADR | 0.00% | 756 | $7K | Add +96.9% |
| BWX SS SPDR BB Intl Treasury BD | 0.00% | 300 | $7K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 90 | $7K | Reduce -87.2% |
| DCI Donaldson Co. Inc. | 0.00% | 96 | $6K | Add +20.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.00% | 192 | $6K | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 192 | $6K | No change |
| LNT Alliant Energy Corp. | 0.00% | 98 | $6K | No change |
| COWG Pacer US LRG Cap Cows GR LD | 0.00% | 203 | $6K | New |
| SHAK Shake Shack Inc. Class A | 0.00% | 70 | $6K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 80 | $6K | No change |
| GPN Global Payments Inc. | 0.00% | 60 | $6K | Reduce -66.8% |
| ALLE Allegion PLC | 0.00% | 45 | $6K | No change |
| JAZZ Jazz Pharmaceuticals PLC | 0.00% | 47 | $6K | No change |
| QQQJ Invesco Nasdaq Next Gen 100 | 0.00% | 200 | $6K | No change |
| EA Electronic Arts Inc. | 0.00% | 40 | $6K | Reduce -80.0% |
| HBI Hanesbrands Inc. | 0.00% | 1,000 | $6K | No change |
| ADPT Adaptive Biotechnologies | 0.00% | 772 | $6K | No change |
| ATHM Autohome Inc.-ADR | 0.00% | 205 | $6K | Add +105.0% |
| GPK Graphic Packaging Holding Co. | 0.00% | 218 | $6K | No change |
| PHM Pultegroup Inc. | 0.00% | 55 | $6K | Add +71.9% |
| EES Wisdomtree US Smallcap Fund | 0.00% | 115 | $6K | Reduce -30.7% |
| FNF Fidelity National Financial | 0.00% | 86 | $6K | Reduce -61.3% |
| VNT Vontier Corp. | 0.00% | 170 | $6K | No change |
| FCNCA First Citizens Bcshs Class A | 0.00% | 3 | $6K | No change |
| PSC Principal US Small-Cap ETF | 0.00% | 114 | $6K | No change |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.00% | 256 | $5K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 90 | $5K | No change |
| NTES Netease Inc.-ADR | 0.00% | 53 | $5K | Reduce -56.6% |
| LBRDK Liberty Broadband-C | 0.00% | 64 | $5K | No change |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 0.00% | 88 | $5K | Reduce -36.7% |
| TSN Tyson Foods Inc. Class A | 0.00% | 83 | $5K | No change |
| DINO HF Sinclair Corp. | 0.00% | 161 | $5K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 386 | $5K | Reduce -28.5% |
| ENIC Enel Chile SA-ADR | 0.00% | 1,586 | $5K | No change |
| CCK Crown Holdings Inc. | 0.00% | 58 | $5K | Add +26.1% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.00% | 50 | $5K | New |
| CMC Commercial Metals Co. | 0.00% | 109 | $5K | No change |
| NMR Nomura Holdings Inc.-Spon ADR | 0.00% | 796 | $5K | New |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 134 | $5K | No change |
| BIO Bio-Rad Laboratories-A | 0.00% | 20 | $5K | No change |
| JOYY Joyy Inc.-ADR | 0.00% | 116 | $5K | No change |
| MOS The Mosaic Co. | 0.00% | 179 | $5K | No change |
| MTCH Match Group Inc. | 0.00% | 152 | $5K | Reduce -82.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 130 | $5K | New |
| BILI Bilibili Inc.-Sponsored ADR | 0.00% | 247 | $5K | New |
| SPEM State Street SP PTF Em ETF | 0.00% | 119 | $5K | Add +124.5% |
| PPLI People Inc. filed as IAC INC | 0.00% | 100 | $5K | No change |
| GLPI Gaming and Leisure Propertie | 0.00% | 90 | $5K | No change |
| XYZ Block Inc. | 0.00% | 84 | $5K | New |
| WDC Western Digital Corp. | 0.00% | 110 | $4K | New |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 13 | $4K | No change |
| KBE SS SPDR S&P Bank ETF | 0.00% | 82 | $4K | No change |
| RHI Robert Half Inc. | 0.00% | 77 | $4K | No change |
| SHG Shinhan Financial Group-ADR | 0.00% | 127 | $4K | No change |
| XMVM Invesco S&P Midcap Value Wit | 0.00% | 77 | $4K | No change |
| CPB The Campbell's Company | 0.00% | 100 | $4K | No change |
| DLTR Dollar Tree Inc. | 0.00% | 53 | $4K | No change |
| AIA iShares Asia 50 ETF | 0.00% | 55 | $4K | Reduce -51.3% |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 14 | $4K | Reduce -53.3% |
| MBC Masterbrand Inc. | 0.00% | 300 | $4K | Reduce -50.0% |
| HR Healthcare Realty Trust Inc. | 0.00% | 225 | $4K | No change |
| ALLY Ally Financial Inc. | 0.00% | 104 | $4K | No change |
| RDFN Redfin Corp. | 0.00% | 404 | $4K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.00% | 23 | $4K | No change |
| NWSA News Corp. Class A | 0.00% | 135 | $4K | No change |
| VTRS Viatris Inc. | 0.00% | 421 | $4K | Reduce -22.8% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.00% | 175 | $4K | New |
| IDHQ Invesco S&P International DE | 0.00% | 117 | $4K | No change |
| SMFG Sumitomo Mitsui-Spons ADR | 0.00% | 226 | $3K | New |
| WCC Wesco International Inc. | 0.00% | 22 | $3K | Reduce -69.4% |
| QTRX Quanterix Corp. | 0.00% | 520 | $3K | No change |
| WTW Willis Towers Watson PLC | 0.00% | 10 | $3K | No change |
| CLVT Clarivate PLC | 0.00% | 854 | $3K | No change |
| MFG Mizuho Financial Group-ADR | 0.00% | 604 | $3K | New |
| KRNT Kornit Digital Ltd. | 0.00% | 174 | $3K | No change |
| IQI Invesco Quality Muni Inc. TR | 0.00% | 339 | $3K | No change |
| LUV Southwest Airlines Co. | 0.00% | 96 | $3K | No change |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.00% | 76 | $3K | No change |
| LBTYA Liberty Global Ltd. Class A | 0.00% | 276 | $3K | No change |
| BIIB Biogen Inc. | 0.00% | 23 | $3K | New |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.00% | 70 | $3K | New |
| JBGS JBG Smith Properties | 0.00% | 191 | $3K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 24 | $3K | No change |
| CRSP Crispr Therapeutics AG | 0.00% | 86 | $3K | No change |
| MRNA Moderna Inc. | 0.00% | 100 | $3K | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 67 | $3K | No change |
| EWL iShares MSCI Switzerland ETF | 0.00% | 54 | $3K | New |
| CMP Compass Minerals Internation | 0.00% | 300 | $3K | No change |
| VSAT Viasat Inc. | 0.00% | 265 | $3K | No change |
| ECG Everus Construction Group | 0.00% | 74 | $3K | Reduce -67.0% |
| HSIC Henry Schein Inc. | 0.00% | 40 | $3K | Reduce -38.5% |
| SNX TD Synnex Corp. | 0.00% | 26 | $3K | Reduce -36.6% |
| CNH CNH Industrial NV | 0.00% | 219 | $3K | Add +87.2% |
| FID First Trust S&P Internationa | 0.00% | 155 | $3K | No change |
| MOMO Hello Group Inc. -SPN ADR | 0.00% | 423 | $3K | No change |
| EWD iShares MSCI Sweden ETF | 0.00% | 63 | $3K | New |
| TDIV FT Nasdaq Tech DVD Index FD | 0.00% | 36 | $3K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 15 | $3K | Add +66.7% |
| NTR Nutrien Ltd. | 0.00% | 52 | $3K | New |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 272 | $3K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 21 | $3K | Reduce -81.9% |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.00% | 42 | $2K | New |
| NFG National Fuel Gas Co. | 0.00% | 29 | $2K | Reduce -25.6% |
| EB Eventbrite Inc. Class A | 0.00% | 1,049 | $2K | No change |
| FTRE Fortrea Holdings Inc. | 0.00% | 287 | $2K | No change |
| NICE Nice Ltd. - Spon ADR | 0.00% | 14 | $2K | Reduce -79.7% |
| DFAR Dimensional US Real Est ETF | 0.00% | 90 | $2K | No change |
| TCHP T Rowe Price Blue Chip Growt | 0.00% | 56 | $2K | No change |
| WIT Wipro Ltd.-ADR | 0.00% | 681 | $2K | Reduce -82.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 20 | $2K | No change |
| BEAM Beam Therapeutics Inc. | 0.00% | 97 | $2K | No change |
| MIDD Middleby Corp. | 0.00% | 12 | $2K | No change |
| ATI Ati Inc. | 0.00% | 34 | $2K | No change |
| FBND Fidelity Total Bond ETF | 0.00% | 37 | $2K | Reduce -97.5% |
| ECHO Echostar Corp. Class A | 0.00% | 66 | $2K | No change |
| MAA Mid-America Apartment Comm | 0.00% | 10 | $2K | No change |
| EMLP First Trust North American E | 0.00% | 44 | $2K | No change |
| ANGL Vaneck Fallen Angel High YLD | 0.00% | 57 | $2K | New |
| MRP Millrose Properties | 0.00% | 60 | $2K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 36 | $2K | New |
| WDS Woodside Energy Group-ADR | 0.00% | 108 | $2K | No change |
| KN Knowles Corp. | 0.00% | 100 | $2K | No change |
| CHX Championx Corp. | 0.00% | 50 | $1K | No change |
| HYLB Xtrackers Usd High Yield Cor | 0.00% | 41 | $1K | New |
| ULTA Ulta Beauty Inc. | 0.00% | 4 | $1K | Reduce -77.8% |
| HIMX Himax Technologies Inc.-ADR | 0.00% | 199 | $1K | New |
| FDD First Trust Stoxx Europe | 0.00% | 104 | $1K | No change |
| JMBS Janus Henderson Mortg Backed | 0.00% | 31 | $1K | New |
| SOBO South Bow Corp. | 0.00% | 50 | $1K | No change |
| NE Noble Corp. PLC | 0.00% | 53 | $1K | No change |
| KSS Kohls Corp. | 0.00% | 140 | $1K | No change |
| MRVI Maravai Lifesciences Hldgs-A | 0.00% | 474 | $1K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 11 | $1K | New |
| MHK Mohawk Industries Inc. | 0.00% | 9 | $1K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 17 | $986 | No change |
| IGLB iShares 10+ Year Inv GR Corp. | 0.00% | 19 | $954 | New |
| OGN Organon & Co. | 0.00% | 63 | $938 | No change |
| XRAY Dentsply Sirona Inc. | 0.00% | 50 | $747 | No change |
| GNL Global Net Lease Inc. | 0.00% | 89 | $716 | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 6 | $694 | New |
| PYLD PIMCO Multisector Bond Actv | 0.00% | 26 | $685 | New |
| HTRB Hartford TTL RTRN BND ETF | 0.00% | 20 | $677 | New |
| QQEW First TR Nasdaq-100 Sel Eq | 0.00% | 5 | $605 | No change |
| EMBC Embecta Corp. | 0.00% | 44 | $561 | No change |
| ASIX Advansix Inc. | 0.00% | 20 | $453 | No change |
| JVAL JPMorgan US Value Factor ETF | 0.00% | 10 | $414 | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 7 | $386 | New |
| ZIMV Zimvie Inc. | 0.00% | 22 | $238 | No change |
| ONL Orion Properties Inc. | 0.00% | 110 | $235 | Reduce -26.7% |
| LEN.B Lennar Corp. Class B | 0.00% | 2 | $218 | No change |