| MSFT Microsoft Corp. | 4.87% | 566,009 | $240.4M | Add +0.3% |
| AAPL Apple Inc. | 4.58% | 923,509 | $226.1M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.96% | 335,740 | $195.6M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 3.89% | 359,180 | $192.0M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.57% | 885,144 | $176.1M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.85% | 621,203 | $140.7M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 2.85% | 811,569 | $140.6M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 2.63% | 234,632 | $130.0M | Reduce -3.5% |
| V Visa Inc. Class A | 2.60% | 430,976 | $128.3M | Add +0.6% |
| HCA HCA Healthcare Inc. | 1.87% | 255,839 | $92.2M | Reduce 0.0% |
| PNFP Pinnacle Financial Partners | 1.64% | 707,779 | $81.0M | Reduce -10.8% |
| XOM Exxon Mobil Corp. | 1.64% | 725,970 | $80.9M | Reduce -1.5% |
| IWF iShares Russell 1000 Growth | 1.43% | 178,387 | $70.6M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.36% | 163,920 | $67.3M | Add +7.7% |
| NVDA Nvidia Corp. | 1.22% | 453,287 | $60.4M | Add +0.7% |
| UNP Union Pacific Corp. | 1.19% | 247,459 | $58.7M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.13% | 298,920 | $55.6M | Reduce -2.5% |
| VEA Vanguard Ftse Developed ETF | 1.05% | 1,040,309 | $52.0M | Add +0.9% |
| AXP American Express Co. | 0.99% | 165,275 | $48.9M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.98% | 156,110 | $48.1M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.92% | 379,023 | $45.2M | Add +17.0% |
| HD Home Depot Inc. | 0.85% | 107,434 | $42.0M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.73% | 62,006 | $36.3M | Reduce -1.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.72% | 52 | $35.4M | No change |
| COST Costco Wholesale Corp. | 0.71% | 38,466 | $35.2M | Add +5.4% |
| IWD iShares Russell 1000 Value E | 0.67% | 178,372 | $33.0M | Add +13.2% |
| EMR Emerson Electric Co. | 0.66% | 293,041 | $32.8M | Add +0.0% |
| NOW ServiceNow Inc. | 0.63% | 31,184 | $31.2M | Add +0.2% |
| ABBV Abbvie Inc. | 0.63% | 173,978 | $31.1M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 67,401 | $30.7M | Reduce -8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 56,890 | $30.7M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 104,442 | $30.3M | Reduce -5.1% |
| QCOM Qualcomm Inc. | 0.60% | 175,460 | $29.7M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.60% | 140,368 | $29.7M | Add +0.2% |
| CVX Chevron Corp. | 0.60% | 203,361 | $29.5M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.59% | 174,645 | $29.4M | Reduce -0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.58% | 564,824 | $28.8M | Add +3.1% |
| ADP Automatic Data Processing | 0.56% | 94,624 | $27.7M | Reduce -6.0% |
| LLY Eli Lilly & Co. | 0.55% | 35,282 | $27.2M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.53% | 53,395 | $26.3M | Reduce -14.1% |
| ETN Eaton Corp. PLC | 0.53% | 79,102 | $26.3M | Reduce -5.5% |
| VWO Vanguard Ftse Emerging Marke | 0.53% | 571,231 | $26.1M | Add +4.3% |
| EFA iShares MSCI Eafe ETF | 0.51% | 330,589 | $25.1M | Add +3.5% |
| JNJ Johnson & Johnson | 0.49% | 166,300 | $24.3M | Reduce -0.9% |
| GLD SPDR Gold Shares | 0.49% | 99,920 | $24.2M | Add +1.0% |
| CPRT Copart Inc. | 0.49% | 430,979 | $24.1M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.49% | 48,251 | $24.0M | Add +1.1% |
| VSDA Victoryshares Dividend Accel | 0.48% | 464,910 | $23.6M | Add +2.3% |
| CME Cme Group Inc. | 0.48% | 101,081 | $23.5M | Add +0.9% |
| MRK Merck & Co. Inc. | 0.47% | 226,506 | $23.4M | Reduce -19.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 103,924 | $22.8M | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.45% | 38,788 | $22.3M | Add +5.2% |
| USB US Bancorp | 0.45% | 485,708 | $22.3M | Reduce -0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.45% | 280,553 | $22.2M | Add +1.4% |
| EOG EOG Resources Inc. | 0.43% | 174,507 | $21.4M | Reduce -11.0% |
| IWM iShares Russell 2000 ETF | 0.42% | 94,936 | $21.0M | Reduce -0.9% |
| SHW The Sherwin-Williams Co. | 0.42% | 61,598 | $21.0M | Add +2.1% |
| CVS CVS Health Corp. | 0.42% | 339,516 | $20.8M | Reduce -10.5% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 178,695 | $20.6M | Add +1.3% |
| CMCSA Comcast Corp. Class A | 0.40% | 528,493 | $19.9M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.39% | 197,065 | $19.2M | Add +2.4% |
| MDY State Street SPDR S&P Midcap | 0.39% | 33,590 | $19.1M | Add +0.8% |
| BMY Bristol-Myers Squibb Co. | 0.39% | 361,318 | $19.1M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.39% | 305,213 | $19.0M | Reduce -9.0% |
| VLO Valero Energy Corp. | 0.38% | 154,180 | $19.0M | Reduce -15.3% |
| GD General Dynamics Corp. | 0.37% | 62,313 | $18.5M | Add +0.6% |
| DHR Danaher Corp. | 0.36% | 76,215 | $17.9M | Add +24.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 67,876 | $17.9M | Add +2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 441,079 | $17.7M | Add +0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 211,226 | $17.3M | Add +12.1% |
| PEP Pepsico Inc. | 0.35% | 112,754 | $17.3M | Reduce -16.7% |
| PM Philip Morris International | 0.35% | 142,621 | $17.2M | Add +0.7% |
| SNA Snap-on Inc. | 0.34% | 50,037 | $17.0M | Add +0.6% |
| KO The Coca-Cola Co. | 0.34% | 270,616 | $16.9M | Add +0.4% |
| TDG Transdigm Group Inc. | 0.34% | 13,238 | $16.8M | Reduce -0.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 39,629 | $16.8M | No change |
| AZO AutoZone Inc. | 0.34% | 5,247 | $16.6M | Reduce -0.1% |
| PWR Quanta Services Inc. | 0.33% | 51,939 | $16.4M | Add +4.6% |
| TMUS T-Mobile US Inc. | 0.32% | 72,206 | $15.9M | Add +2.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.32% | 116,881 | $15.9M | Add +7.3% |
| DE Deere & Co. | 0.32% | 37,427 | $15.7M | Add +0.4% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 122,547 | $15.6M | Add +4.6% |
| AMGN Amgen Inc. | 0.32% | 59,433 | $15.6M | Add +2.5% |
| OMC Omnicom Group | 0.31% | 177,064 | $15.2M | Reduce -4.2% |
| MRVL Marvell Technology Inc. | 0.31% | 137,170 | $15.2M | Add +2.8% |
| VZ Verizon Communications Inc. | 0.30% | 361,580 | $14.6M | Add +5.3% |
| PANW Palo Alto Networks Inc. | 0.30% | 80,235 | $14.6M | Add +4.1% |
| APO Apollo Global Management Inc. | 0.30% | 88,283 | $14.6M | Add +2.3% |
| IWP iShares Russell Mid-Cap Grow | 0.29% | 113,872 | $14.4M | Add +3.5% |
| NKE Nike Inc. Class B | 0.29% | 167,111 | $14.4M | Add +0.3% |
| IEF iShares 7-10 Year Treasury B | 0.29% | 154,496 | $14.3M | Reduce -5.8% |
| BKNG Booking Holdings Inc. | 0.28% | 2,818 | $13.9M | Add +1.0% |
| FISV Fiserv Inc. | 0.28% | 67,569 | $13.9M | Add +0.0% |
| MDT Medtronic PLC | 0.28% | 156,120 | $13.8M | Reduce -1.0% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.28% | 140,691 | $13.7M | Reduce -20.9% |
| AMT American Tower Corp. | 0.27% | 71,828 | $13.4M | Add +0.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.27% | 207,548 | $13.1M | Add +0.3% |
| DUK Duke Energy Corp. | 0.26% | 115,974 | $12.9M | Add +0.5% |
| TBLL Invesco Short Term Treasury | 0.26% | 122,542 | $12.9M | Add +8.5% |
| WMT Walmart Inc. | 0.26% | 142,126 | $12.8M | Reduce -0.5% |
| DVY iShares Select Dividend ETF | 0.26% | 97,048 | $12.7M | Add +41.9% |
| ISRG Intuitive Surgical Inc. | 0.25% | 23,329 | $12.2M | Add +3.7% |
| ICE Intercontinental Exchange Inc. | 0.24% | 80,951 | $12.1M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 23,400 | $11.9M | Add +16.7% |
| MPWR Monolithic Power Systems Inc. | 0.23% | 19,100 | $11.5M | Add +55.1% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 188,917 | $11.4M | Add +4.1% |
| MU Micron Technology Inc. | 0.23% | 135,065 | $11.4M | Reduce -1.0% |
| UPS United Parcel Service Class B | 0.23% | 89,979 | $11.3M | Reduce -2.1% |
| APD Air Products & Chemicals Inc. | 0.23% | 37,793 | $11.1M | Add +0.2% |
| LIN Linde PLC | 0.22% | 25,973 | $10.9M | Add +0.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 209,584 | $10.9M | Reduce -0.8% |
| MO Altria Group Inc. | 0.22% | 208,084 | $10.9M | Add +1.4% |
| INTU Intuit Inc. | 0.22% | 17,166 | $10.8M | Add +3.1% |
| SO The Southern Co. | 0.22% | 129,537 | $10.8M | Reduce -16.9% |
| CTAS Cintas Corp. | 0.21% | 57,908 | $10.6M | Add +2.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.21% | 353,272 | $10.5M | Add +16.6% |
| VCIT Vanguard Int-Term Corporate | 0.21% | 130,687 | $10.5M | Add +67.8% |
| WM Waste Management Inc. | 0.21% | 51,437 | $10.4M | Add +84.8% |
| LVHI Franklin International Low V | 0.20% | 329,837 | $10.1M | Add +19.3% |
| TLT iShares 20+ Year Treasury BD | 0.20% | 114,729 | $10.0M | Reduce -52.8% |
| ORCL Oracle Corp. | 0.20% | 58,560 | $9.8M | Reduce -3.6% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.20% | 91,961 | $9.8M | Add +1.4% |
| WY Weyerhaeuser Co. | 0.20% | 340,724 | $9.7M | Reduce -12.5% |
| MCD McDonald's Corp. | 0.20% | 33,082 | $9.6M | Add +2.5% |
| FAST Fastenal Co. | 0.19% | 132,505 | $9.5M | Add +0.7% |
| CPAY Corpay Inc. | 0.19% | 27,951 | $9.5M | Reduce -0.0% |
| LH Labcorp Holdings Inc. | 0.19% | 41,125 | $9.4M | Add +0.0% |
| TLH iShares 10-20 Year Treasury | 0.19% | 92,940 | $9.3M | Reduce -28.8% |
| ABT Abbott Laboratories | 0.19% | 81,223 | $9.2M | Add +59.0% |
| AEP American Electric Power | 0.18% | 95,886 | $8.9M | Reduce -5.3% |
| IVE iShares S&P 500 Value ETF | 0.18% | 46,213 | $8.9M | Add +1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 151,328 | $8.7M | Add +51.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.17% | 86,806 | $8.4M | Add +4.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 146,248 | $8.4M | Reduce -9.1% |
| ICSH iShares Ultra Short Duration | 0.17% | 163,416 | $8.2M | Reduce -3.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.17% | 71,171 | $8.2M | Add +41.9% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 41,796 | $8.2M | Add +11.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.17% | 75,288 | $8.2M | Add +3.7% |
| GNRC Generac Holdings Inc. | 0.16% | 51,069 | $7.9M | Add +3.3% |
| MDLZ Mondelez International Inc. Class A | 0.16% | 128,354 | $7.7M | Reduce -28.1% |
| ENB Enbridge Inc. | 0.16% | 189,386 | $7.7M | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.15% | 75,387 | $7.6M | Reduce -1.5% |
| IWS iShares Russell Mid-Cap Valu | 0.15% | 58,855 | $7.6M | Add +3.0% |
| LHX L3HARRIS Technologies Inc. | 0.15% | 36,072 | $7.6M | Add +1.0% |
| ZTS Zoetis Inc. | 0.15% | 46,136 | $7.5M | Add +0.6% |
| XLK SS Technology Select Sector | 0.15% | 31,025 | $7.2M | Add +1.9% |
| VONG Vanguard Russell 1000 Growth | 0.15% | 69,363 | $7.2M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 94,234 | $7.1M | Reduce -5.6% |
| CAT Caterpillar Inc. | 0.14% | 18,553 | $7.0M | Add +0.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.14% | 120,001 | $6.8M | Add +31.1% |
| BX Blackstone Inc. | 0.14% | 39,475 | $6.8M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 33,770 | $6.7M | Add +1.3% |
| VRSN Verisign Inc. | 0.13% | 32,174 | $6.7M | No change |
| DEO Diageo PLC-Sponsored ADR | 0.13% | 52,273 | $6.6M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.13% | 12,438 | $6.5M | Add +1.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.13% | 57,744 | $6.4M | Reduce -3.9% |
| KKR KKR & Co. Inc. | 0.13% | 42,926 | $6.3M | Reduce -5.8% |
| LYTS Lsi Industries Inc. | 0.13% | 318,197 | $6.2M | No change |
| CSCO Cisco Systems Inc. | 0.12% | 104,581 | $6.1M | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 0.12% | 81,925 | $6.1M | Add +9.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 21,690 | $6.1M | Add +1.7% |
| OTIS Otis Worldwide Corp. | 0.12% | 64,714 | $6.0M | No change |
| VNQ Vanguard Real Estate ETF | 0.12% | 66,477 | $6.0M | Add +0.7% |
| NFLX Netflix Inc. | 0.12% | 7,427 | $5.9M | Add +17.8% |
| SHEL Shell PLC-ADR | 0.11% | 89,934 | $5.6M | Reduce -37.4% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 205,750 | $5.6M | Reduce -5.7% |
| AVGO Broadcom Inc. | 0.11% | 24,347 | $5.5M | Add +29.8% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 41,547 | $5.3M | Reduce -45.6% |
| CB Chubb Ltd. | 0.10% | 18,610 | $5.2M | Add +122.0% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 56,882 | $5.0M | Add +4.2% |
| NEE Nextera Energy Inc. | 0.10% | 68,551 | $4.9M | Reduce -0.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.09% | 46,173 | $4.6M | Add +0.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.09% | 49,798 | $4.6M | No change |
| LOW Lowe's Cos Inc. | 0.09% | 18,450 | $4.6M | Add +2.7% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 25,342 | $4.5M | Add +8.1% |
| XLE SS Energy Select Sector | 0.09% | 52,126 | $4.5M | Add +82.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 51,228 | $4.5M | No change |
| HYGV NT HY Val-SCRD BD ETF | 0.09% | 109,098 | $4.4M | Add +126.0% |
| VGIT Vanguard Intermediate-Term T | 0.09% | 71,494 | $4.3M | Add +0.1% |
| DG Dollar General Corp. | 0.08% | 49,687 | $4.2M | Reduce -0.2% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.08% | 132,519 | $4.0M | Add +4.8% |
| WFC Wells Fargo & Co. | 0.08% | 61,125 | $3.9M | Add +25.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.08% | 44,861 | $3.9M | Reduce -32.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.08% | 30,703 | $3.8M | Add +21.8% |
| TFC Truist Financial Corp. | 0.08% | 86,646 | $3.8M | Add +26.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 15,407 | $3.7M | Add +9.9% |
| SPTS SS SPDR P St Term TSY ETF | 0.07% | 126,021 | $3.7M | Add +75.4% |
| DXCM Dexcom Inc. | 0.07% | 46,337 | $3.6M | Reduce -10.8% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.07% | 50,602 | $3.5M | Add +2.3% |
| QYLD Global X Nasd 100 Cov Call | 0.07% | 187,505 | $3.4M | Reduce -0.3% |
| RTX RTX Corp. | 0.07% | 29,129 | $3.4M | Add +2.2% |
| BBY Best Buy Co. Inc. | 0.07% | 38,381 | $3.3M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 29,714 | $3.3M | Reduce -1.3% |
| RHI Robert Half Inc. | 0.07% | 45,705 | $3.2M | No change |
| RF Regions Financial Corp. | 0.06% | 133,348 | $3.1M | Reduce -0.4% |
| IXUS iShares Core Intl Stock ETF | 0.06% | 46,976 | $3.1M | Reduce -36.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.06% | 27,433 | $3.0M | No change |
| ALL Allstate Corp. | 0.06% | 15,252 | $2.9M | Add +2.1% |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 54,856 | $2.9M | Add +40.5% |
| AFL Aflac Inc. | 0.06% | 27,203 | $2.9M | Add +2.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.06% | 67,161 | $2.8M | Add +0.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.06% | 53,945 | $2.7M | Add +8.6% |
| IAU iShares Gold Trust | 0.05% | 54,553 | $2.7M | Reduce -6.6% |
| TRV The Travelers Cos Inc. | 0.05% | 11,246 | $2.7M | Reduce -0.7% |
| HSTM Healthstream Inc. | 0.05% | 82,997 | $2.6M | No change |
| TBIL F/M US Treasury 3 Month Bill | 0.05% | 51,923 | $2.6M | Add +4.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 33,240 | $2.5M | Add +0.8% |
| GS Goldman Sachs Group Inc. | 0.05% | 4,675 | $2.5M | Add +3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 6,196 | $2.5M | Reduce -6.7% |
| PFE Pfizer Inc. | 0.05% | 91,559 | $2.5M | Reduce -11.8% |
| WMB Williams Cos Inc. | 0.05% | 45,383 | $2.5M | Reduce -2.0% |
| DOW Dow Inc. | 0.05% | 61,186 | $2.5M | Reduce -75.4% |
| SYK Stryker Corp. | 0.05% | 6,795 | $2.4M | Add +1.3% |
| ACN Accenture PLC Class A | 0.05% | 6,891 | $2.4M | Add +7.0% |
| IWN iShares Russell 2000 Value E | 0.05% | 14,331 | $2.4M | Add +2.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.05% | 53,641 | $2.4M | Add +80.8% |
| SCHF Schwab Intl Equity ETF | 0.05% | 56,871 | $2.3M | Reduce -50.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 13,691 | $2.3M | Reduce -1.5% |
| CL Colgate-Palmolive Co. | 0.05% | 25,173 | $2.3M | Add +0.2% |
| COF Capital One Financial Corp. | 0.05% | 14,541 | $2.3M | Add +5.5% |
| FDX FedEx Corp. | 0.05% | 8,120 | $2.2M | Add +1.9% |
| TXN Texas Instruments Inc. | 0.04% | 11,789 | $2.2M | Add +5.8% |
| SBRA Sabra Health Care REIT Inc. | 0.04% | 126,500 | $2.2M | No change |
| PH Parker Hannifin Corp. | 0.04% | 3,297 | $2.1M | Add +1.8% |
| HHH Howard Hughes Holdings Inc. | 0.04% | 26,964 | $2.1M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 31,688 | $2.0M | No change |
| GIS General Mills Inc. | 0.04% | 31,524 | $2.0M | Add +0.4% |
| RY Royal Bank of Canada | 0.04% | 16,658 | $2.0M | Reduce -2.9% |
| IWV iShares Russell 3000 ETF | 0.04% | 5,977 | $2.0M | Add +3.8% |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 24,990 | $1.9M | Add +11.1% |
| XLRE SS Real Estate Select Sector | 0.04% | 47,244 | $1.9M | Add +22.9% |
| BN Brookfield Corp. | 0.04% | 34,948 | $1.9M | No change |
| TT Trane Technologies PLC | 0.04% | 5,035 | $1.9M | Add +6.9% |
| KMI Kinder Morgan Inc. | 0.04% | 67,744 | $1.8M | Add +2.8% |
| MUB iShares National Muni Bond E | 0.04% | 16,918 | $1.8M | No change |
| IEMG iShares Core MSCI Emerging | 0.04% | 33,916 | $1.8M | Reduce -1.2% |
| T AT&T Inc. | 0.04% | 77,808 | $1.8M | Reduce -6.8% |
| MMM 3M Co. | 0.04% | 13,157 | $1.7M | Add +2.3% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.03% | 34,751 | $1.7M | Reduce -54.0% |
| NHC National Healthcare Corp. | 0.03% | 15,597 | $1.7M | Add +0.9% |
| MCHP Microchip Technology Inc. | 0.03% | 28,893 | $1.7M | Reduce -82.6% |
| COP Conocophillips | 0.03% | 16,485 | $1.7M | Add +2.8% |
| STZ Constellation Brands Inc. Class A | 0.03% | 7,204 | $1.6M | Reduce -2.4% |
| TSLA Tesla Inc. | 0.03% | 4,360 | $1.6M | Add +1.5% |
| PSEP Innovator U.S. Equity Power | 0.03% | 40,004 | $1.6M | Reduce -2.0% |
| PAYX Paychex Inc. | 0.03% | 10,534 | $1.5M | Add +3.7% |
| KMB Kimberly-Clark Corp. | 0.03% | 11,226 | $1.5M | Reduce -4.2% |
| VXUS Vanguard Total Intl Stock | 0.03% | 23,510 | $1.5M | Add +2.0% |
| EPD Enterprise Products Partners | 0.03% | 46,155 | $1.4M | Reduce -0.1% |
| PGR Progressive Corp. | 0.03% | 5,860 | $1.4M | Add +7.0% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 10,554 | $1.4M | Reduce -3.1% |
| VIGI Vanguard Int Div App Indx FD | 0.03% | 16,289 | $1.3M | No change |
| TGT Target Corp. | 0.03% | 8,847 | $1.3M | Reduce -12.5% |
| DLR Digital Realty Trust Inc. | 0.03% | 7,294 | $1.3M | Reduce -0.0% |
| ITW Illinois Tool Works | 0.03% | 5,019 | $1.3M | Add +6.0% |
| NOC Northrop Grumman Corp. | 0.03% | 2,573 | $1.3M | Reduce -0.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.03% | 4,925 | $1.2M | Add +2.3% |
| MCO Moody's Corp. | 0.03% | 2,602 | $1.2M | No change |
| IWB iShares Russell 1000 ETF | 0.02% | 3,787 | $1.2M | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 7,213 | $1.2M | Add +3.4% |
| SYY Sysco Corp. | 0.02% | 15,606 | $1.2M | Add +0.1% |
| ELV Elevance Health Inc. | 0.02% | 2,887 | $1.2M | Reduce -2.0% |
| MCK McKesson Corp. | 0.02% | 2,075 | $1.2M | Add +9.1% |
| VONV Vanguard Russell 1000 Value | 0.02% | 14,405 | $1.2M | No change |
| FTNT Fortinet Inc. | 0.02% | 12,290 | $1.2M | Reduce -0.1% |
| XHB SS SPDR S&P Homebldrs ETF | 0.02% | 10,311 | $1.1M | Add +1.0% |
| CSX CSX Corp. | 0.02% | 33,169 | $1.1M | Reduce -1.5% |
| VONE Vanguard Russell 1000 | 0.02% | 3,901 | $1.0M | No change |
| XLV SS Health Care Select Sector | 0.02% | 7,211 | $1.0M | Reduce -0.0% |
| ACWV iShares MSCI Global Min Vol | 0.02% | 9,468 | $1.0M | No change |
| FLOT iShares Floating Rate Bond E | 0.02% | 20,168 | $1.0M | Add +3.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 11,074 | $1.0M | No change |
| ECL Ecolab Inc. | 0.02% | 4,247 | $996K | Reduce -1.8% |
| SBUX Starbucks Corp. | 0.02% | 10,635 | $977K | Reduce -7.8% |
| RSG Republic Services Inc. | 0.02% | 4,839 | $974K | Reduce -0.9% |
| MPC Marathon Petroleum Corp. | 0.02% | 6,318 | $972K | Add +0.1% |
| CLX Clorox Company | 0.02% | 5,985 | $972K | Reduce -0.3% |
| ADI Analog Devices Inc. | 0.02% | 4,380 | $936K | Add +10.9% |
| NSC Norfolk Southern Corp. | 0.02% | 3,773 | $886K | Add +1.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 10,838 | $852K | Reduce -4.3% |
| ADBE Adobe Inc. | 0.02% | 1,803 | $849K | Reduce -6.0% |
| VNLA Janus Henderson Short Durati | 0.02% | 17,281 | $845K | No change |
| AVDE Avantis International Equity | 0.02% | 13,661 | $838K | Add +12.9% |
| DFUV Dimensional US Marketwide Va | 0.02% | 20,396 | $835K | No change |
| PNC PNC Financial Services Group | 0.02% | 4,410 | $833K | Add +9.0% |
| MELI MercadoLibre Inc. | 0.02% | 405 | $831K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.02% | 5,884 | $821K | No change |
| HSY The Hershey Co. | 0.02% | 4,451 | $788K | Add +1.1% |
| LNC Lincoln National Corp. | 0.02% | 24,322 | $771K | No change |
| SON Sonoco Products Co. | 0.02% | 15,664 | $765K | No change |
| PSX Phillips 66 | 0.02% | 6,413 | $749K | Add +11.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 1,072 | $743K | Add +0.2% |
| IWO iShares Russell 2000 Growth | 0.01% | 2,525 | $723K | Add +3.4% |
| MAR Marriott International Class A | 0.01% | 2,608 | $715K | Add +552.0% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.01% | 38,331 | $713K | Add +5.3% |
| YUM Yum! Brands Inc. | 0.01% | 5,267 | $707K | Reduce -4.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 3,577 | $706K | Add +13.6% |
| LULU Lululemon Athletica Inc. | 0.01% | 1,896 | $692K | Reduce -8.0% |
| SMBK Smartfinancial Inc. | 0.01% | 21,763 | $674K | Reduce -40.8% |
| SCHG Schwab US Large-Cap Growth | 0.01% | 23,897 | $666K | Add +1.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 2,340 | $664K | Add +3.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.01% | 3,095 | $658K | No change |
| BAX Baxter International Inc. | 0.01% | 16,971 | $644K | No change |
| MS Morgan Stanley | 0.01% | 5,071 | $638K | Reduce -4.5% |
| DFAC Dimensional US Core Equity 2 | 0.01% | 18,303 | $633K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 3,909 | $632K | Reduce -1.5% |
| ROP Roper Technologies Inc. | 0.01% | 1,164 | $630K | Add +0.5% |
| SLV iShares Silver Trust | 0.01% | 23,369 | $621K | Add +5.4% |
| IYR iShares US Real Estate ETF | 0.01% | 6,057 | $617K | No change |
| DFAS Dimensional US Small Cap ETF | 0.01% | 9,328 | $607K | No change |
| D Dominion Energy Inc. | 0.01% | 10,995 | $598K | Reduce -1.2% |
| PRF Invesco Rafi US 1000 ETF | 0.01% | 14,792 | $597K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 1,116 | $594K | Add +3.0% |
| GEV GE Vernova Inc. | 0.01% | 1,751 | $576K | Add +0.1% |
| ADSK Autodesk Inc. | 0.01% | 1,909 | $564K | Reduce -3.5% |
| DFAT Dimensional US Target Value | 0.01% | 10,079 | $561K | No change |
| XLB SS Materials Select Sector | 0.01% | 6,652 | $560K | Reduce -0.7% |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 4,849 | $559K | Reduce -8.3% |
| GPC Genuine Parts Co. | 0.01% | 4,630 | $541K | Add +2.5% |
| AON Aon PLC Class A | 0.01% | 1,483 | $533K | Reduce -0.5% |
| TRGP Targa Resources Corp. | 0.01% | 2,970 | $530K | Add +32.6% |
| WPC WP Carey Inc. | 0.01% | 9,650 | $526K | Reduce -12.7% |
| GOVT iShares US Treasury Bond ETF | 0.01% | 22,344 | $513K | Add +17.9% |
| INTC Intel Corp. | 0.01% | 24,117 | $500K | Reduce -17.7% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 6,290 | $494K | Reduce -0.8% |
| RDVY First Trust Rising Dividend | 0.01% | 8,167 | $483K | Add +9.6% |
| UBSI United Bankshares Inc. | 0.01% | 12,839 | $482K | No change |
| NVS Novartis AG-Sponsored ADR | 0.01% | 4,823 | $476K | Add +4.3% |
| TFLO iShares Treasury Floating Ra | 0.01% | 9,283 | $469K | Add +5.7% |
| FLQM Franklin U.S. Mid Cap Multif | 0.01% | 8,615 | $468K | Add +78.9% |
| MSI Motorola Solutions Inc. | 0.01% | 996 | $458K | Add +0.3% |
| APH Amphenol Corp. Class A | 0.01% | 6,579 | $457K | Reduce -8.7% |
| IYW iShares Ustechnology ETF | 0.01% | 2,805 | $447K | Reduce -7.7% |
| TRP TC Energy Corp. | 0.01% | 9,610 | $447K | Reduce -1.1% |
| TIP iShares Tips Bond ETF | 0.01% | 4,154 | $443K | Add +5.9% |
| DD Dupont DE Nemours Inc. | 0.01% | 5,789 | $441K | Add +1.6% |
| EYLD Cambria Emerg Shrhldr Yield | 0.01% | 14,007 | $439K | No change |
| J Jacobs Solutions Inc. | 0.01% | 3,224 | $431K | Add +14.3% |
| BA The Boeing Co. | 0.01% | 2,401 | $425K | Reduce -14.9% |
| XLG Invesco S&P 500 Top 50 ETF | 0.01% | 8,525 | $423K | No change |
| GM General Motors Co. | 0.01% | 9,337 | $419K | No change |
| IP International Paper Co. | 0.01% | 8,398 | $410K | No change |
| ATO Atmos Energy Corp. | 0.01% | 2,921 | $407K | Add +3.0% |
| VMC Vulcan Materials Co. | 0.01% | 1,581 | $406K | Add +41.8% |
| HPQ HP Inc. | 0.01% | 12,265 | $400K | Add +2.7% |
| CHH Choice Hotels Intl Inc. | 0.01% | 2,781 | $395K | Add +0.0% |
| STWD Starwood Property Trust Inc. | 0.01% | 19,090 | $389K | No change |
| BP BP PLC-Spons ADR | 0.01% | 13,073 | $386K | Add +12.2% |
| SNPS Synopsys Inc. | 0.01% | 775 | $384K | Add +0.1% |
| CARR Carrier Global Corp. | 0.01% | 5,502 | $383K | Add +1.3% |
| QLTA iShares Aaa - A Rated Corpor | 0.01% | 8,159 | $382K | No change |
| SCHM Schwab US Mid Cap ETF | 0.01% | 4,588 | $381K | Reduce -66.7% |
| CP Canadian Pacific Kansas City | 0.01% | 4,908 | $379K | Reduce -0.5% |
| PYPL PayPal Holdings Inc. | 0.01% | 4,448 | $376K | Reduce -0.0% |
| PULS Pgim Ultra Short Bond ETF | 0.01% | 7,494 | $371K | No change |
| FITB Fifth Third Bancorp | 0.01% | 8,653 | $366K | Add +3.3% |
| AMAT Applied Materials Inc. | 0.01% | 2,241 | $364K | Add +24.4% |
| GSK GSK PLC-Spon ADR | 0.01% | 10,763 | $364K | No change |
| PRU Prudential Financial Inc. | 0.01% | 3,025 | $359K | Reduce -2.1% |
| IBB iShares Biotechnology ETF | 0.01% | 2,685 | $355K | Add +2.3% |
| PECO Phillips Edison & Company Inc. | 0.01% | 9,267 | $349K | No change |
| EWJ iShares MSCI Japan ETF | 0.01% | 4,853 | $347K | No change |
| FIX Comfort Systems USA Inc. | 0.01% | 816 | $346K | No change |
| STRL Sterling Infrastructure Inc. | 0.01% | 2,040 | $344K | No change |
| AVY Avery Dennison Corp. | 0.01% | 1,777 | $339K | Add +0.3% |
| JEF Jefferies Financial Group Inc. | 0.01% | 4,325 | $339K | No change |
| GLW Corning Inc. | 0.01% | 7,086 | $336K | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.01% | 2,779 | $336K | Reduce -8.3% |
| ET Energy Transfer LP | 0.01% | 17,074 | $334K | Reduce -61.5% |
| ARCC Ares Capital Corp. | 0.01% | 15,638 | $327K | No change |
| TXRH Texas Roadhouse Inc. | 0.01% | 1,806 | $323K | No change |
| HBAN Huntington Bancshares Inc. | 0.01% | 19,770 | $322K | Add +59.8% |
| KR Kroger Co. | 0.01% | 5,210 | $319K | Add +13.4% |
| CDNS Cadence Design SYS Inc. | 0.01% | 1,022 | $307K | Add +10.8% |
| SNY Sanofi-ADR | 0.01% | 6,333 | $305K | Add +0.4% |
| SHOP Shopify Inc. Class A | 0.01% | 3,108 | $303K | Reduce -17.3% |
| TSCO Tractor Supply Company | 0.01% | 5,690 | $302K | Add +0.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.01% | 6,226 | $300K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 8,971 | $298K | Add +21.3% |
| DFIV Dimensional International Va | 0.01% | 8,335 | $296K | No change |
| IWY iShares Russell Top 200 Grow | 0.01% | 1,238 | $291K | No change |
| MLM Martin Marietta Materials | 0.01% | 562 | $290K | Reduce -3.3% |
| SCHB Schwab US Broad Market ETF | 0.01% | 4,350 | $289K | Reduce -66.7% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.01% | 6,843 | $285K | Reduce -1.7% |
| CTVA Corteva Inc. | 0.01% | 4,909 | $280K | Add +9.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 6,133 | $278K | Add +38.5% |
| LNT Alliant Energy Corp. | 0.01% | 4,679 | $277K | Reduce -2.4% |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 2,230 | $271K | No change |
| PEG Public Service Enterprise GP | 0.01% | 3,200 | $270K | Add +6.3% |
| XLI SS Industrial Select Sector | 0.01% | 2,033 | $270K | Add +1.6% |
| XLF SS Financial Select Sector | 0.01% | 5,509 | $266K | Reduce -15.2% |
| FBK FB Financial Corp. filed as FB FINL CORP | 0.01% | 5,253 | $266K | Add +412.0% |
| GILD Gilead Sciences Inc. | 0.01% | 2,874 | $265K | New |
| SCHA Schwab US Small-Cap ETF | 0.01% | 5,111 | $263K | Reduce -50.0% |
| IMCG iShares Morningstar Mid-Cap | 0.01% | 3,483 | $263K | No change |
| LUV Southwest Airlines Co. | 0.01% | 8,680 | $257K | No change |
| CBZ Cbiz Inc. | 0.01% | 3,142 | $257K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 3,922 | $257K | Add +0.4% |
| ETR Entergy Corp. | 0.01% | 3,384 | $257K | New |
| MNST Monster Beverage Corp. | 0.01% | 4,797 | $252K | Reduce -9.8% |
| EXP Eagle Materials Inc. | 0.01% | 1,016 | $251K | No change |
| SN Sharkninja Inc. | 0.01% | 2,569 | $250K | No change |
| WDFC WD-40 Co. | 0.01% | 1,022 | $248K | No change |
| DOC Healthpeak Properties Inc. | 0.01% | 12,189 | $247K | New |
| KHC The Kraft Heinz Co. | 0.01% | 7,996 | $246K | Reduce -16.4% |
| IR Ingersoll-Rand Inc. | 0.01% | 2,705 | $245K | No change |
| SRE Sempra | 0.00% | 2,765 | $243K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 8,266 | $241K | No change |
| PTF Invesco Dorsey Wright Tech | 0.00% | 3,320 | $241K | No change |
| CW Curtiss-Wright Corp. | 0.00% | 674 | $239K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 1,357 | $238K | Reduce -3.1% |
| OKE Oneok Inc. | 0.00% | 2,354 | $236K | No change |
| KVUE Kenvue Inc. | 0.00% | 11,038 | $236K | Reduce -1.3% |
| CBOE Cboe Global Markets Inc. | 0.00% | 1,196 | $234K | Add +5.2% |
| HPE Hewlett Packard Enterprise | 0.00% | 10,795 | $230K | Reduce -3.7% |
| DKNG Draftkings Inc. Class A | 0.00% | 5,825 | $228K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 2,038 | $224K | Add +3.1% |
| USFD US Foods Holding Corp. | 0.00% | 3,310 | $223K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.00% | 3,173 | $222K | No change |
| CI The Cigna Group | 0.00% | 800 | $222K | Add +26.8% |
| DELL Dell Technologies -C | 0.00% | 1,920 | $221K | New |
| PSN Parsons Corp. | 0.00% | 2,395 | $221K | No change |
| SKWD Skyward Specialty Insurance | 0.00% | 4,357 | $220K | New |
| C Citigroup Inc. | 0.00% | 3,118 | $218K | Add +1499.0% |
| UL Unilever PLC | 0.00% | 3,785 | $215K | Add +0.7% |
| ORLY O'reilly Automotive Inc. | 0.00% | 179 | $212K | Reduce -2.2% |
| JNK SS SPDR BB High Yield Bond | 0.00% | 2,216 | $212K | Add +7.6% |
| CLH Clean Harbors Inc. | 0.00% | 917 | $211K | Add +0.4% |
| ROAD Construction Partners Inc. Class A | 0.00% | 2,367 | $209K | New |
| FOUR SHIFT4 Payments Inc. Class A | 0.00% | 1,981 | $206K | New |
| FIS Fidelity National Info Serv | 0.00% | 2,541 | $205K | New |
| SDVY First Trust Smid Cap Rising | 0.00% | 5,724 | $205K | New |
| URI United Rentals Inc. | 0.00% | 290 | $204K | Reduce -9.7% |
| SAIA Saia Inc. | 0.00% | 448 | $204K | New |
| XLC SS Comm Select Sector SPDR | 0.00% | 2,086 | $202K | New |
| DGX Quest Diagnostics Inc. | 0.00% | 1,333 | $201K | Reduce -0.8% |
| AGI Alamos Gold Inc. Class A | 0.00% | 10,744 | $198K | No change |
| HYD Vaneck High Yield Muni ETF | 0.00% | 3,523 | $187K | No change |
| KMX Carmax Inc. | 0.00% | 2,386 | $185K | No change |
| EXAS Exact Sciences Corp. | 0.00% | 2,710 | $185K | No change |
| HEI.A Heico Corp. Class A | 0.00% | 901 | $184K | No change |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.00% | 12,434 | $182K | No change |
| BXMT Blackstone Mortgage Tru Class A | 0.00% | 9,503 | $181K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 1,000 | $177K | No change |
| PGX Invesco Preferred ETF | 0.00% | 15,000 | $173K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 836 | $166K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 14,720 | $155K | No change |
| SCCO Southern Copper Corp. | 0.00% | 1,338 | $155K | No change |
| IAT iShares US Regional Banks Et | 0.00% | 3,147 | $150K | No change |
| EOS Eaton Vance Enh Eqt Inc. II | 0.00% | 6,755 | $147K | No change |
| SCHX Schwab US Large-Cap ETF | 0.00% | 2,000 | $136K | Reduce -66.7% |
| JPST JPMorgan Ultra-Short Income | 0.00% | 2,665 | $135K | No change |
| CMI Cummins Inc. | 0.00% | 400 | $130K | No change |
| LII Lennox International Inc. | 0.00% | 209 | $126K | No change |
| AAON Aaon Inc. | 0.00% | 1,125 | $121K | No change |
| SCHW Schwab (charles) Corp. | 0.00% | 1,795 | $116K | No change |
| MTD Mettler-Toledo International | 0.00% | 75 | $112K | No change |
| BSL Blackstone SNR Fltng RT | 0.00% | 7,940 | $112K | No change |
| PICK iShares MSCI Global Metals & | 0.00% | 2,571 | $111K | No change |
| RMD Resmed Inc. | 0.00% | 450 | $110K | No change |
| PSA Public Storage | 0.00% | 300 | $109K | No change |
| OLLI Ollie's Bargain Outlet Holdi | 0.00% | 1,075 | $104K | No change |
| ANSS Ansys Inc. | 0.00% | 270 | $86K | No change |
| EFX Equifax Inc. | 0.00% | 288 | $85K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 1,467 | $83K | No change |
| ONB Old National Bancorp | 0.00% | 4,446 | $83K | Reduce -69.5% |
| PPG PPG Industries Inc. | 0.00% | 625 | $83K | No change |
| DON Wisdomtree US Midcap Dividen | 0.00% | 1,599 | $82K | No change |
| AZPN Aspen Technology Inc. | 0.00% | 296 | $71K | No change |
| SGRY Surgery Partners Inc. | 0.00% | 2,000 | $64K | No change |
| MKTX Marketaxess Holdings Inc. | 0.00% | 250 | $64K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 560 | $59K | No change |
| PFG Principal Financial Group | 0.00% | 664 | $57K | No change |
| HES Hess Corp. | 0.00% | 413 | $56K | No change |
| CADE Cadence Bank | 0.00% | 1,750 | $56K | No change |
| SCHK Schwab 1000 Index ETF | 0.00% | 1,000 | $55K | Reduce -50.0% |
| RJF Raymond James Financial Inc. | 0.00% | 442 | $54K | No change |
| IBKR Interactive Brokers Gro Class A | 0.00% | 370 | $52K | No change |
| UA Under Armour Inc. Class C | 0.00% | 6,000 | $50K | No change |
| AMPH Amphastar Pharmaceuticals Inc. | 0.00% | 1,000 | $49K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 730 | $48K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 190 | $47K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 100 | $46K | No change |
| SOLV Solventum Corp. | 0.00% | 602 | $42K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 891 | $41K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 373 | $36K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.00% | 2,510 | $34K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 895 | $33K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 328 | $32K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 100 | $27K | No change |
| MHD BlackRock Muniholdings Fund | 0.00% | 2,000 | $25K | No change |
| RNST Renasant Corp. | 0.00% | 730 | $24K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 494 | $23K | No change |
| JLL Jones Lang Lasalle Inc. | 0.00% | 77 | $21K | No change |
| AN Autonation Inc. | 0.00% | 115 | $21K | No change |
| TER Teradyne Inc. | 0.00% | 146 | $20K | No change |
| MYI BlackRock Muniyield QLTY III | 0.00% | 1,200 | $14K | No change |
| TPR Tapestry Inc. | 0.00% | 300 | $14K | No change |
| SLVM Sylvamo Corp. | 0.00% | 95 | $8K | No change |
| BSX Boston Scientific Corp. | 0.00% | 55 | $5K | No change |
| OGN Organon & Co. | 0.00% | 188 | $4K | No change |
| O Realty Income Corp. | 0.00% | 45 | $3K | No change |
| UCB United Community Banks | 0.00% | 94 | $3K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 115 | $3K | No change |
| CFG Citizens Financial Group | 0.00% | 57 | $2K | No change |
| EMN Eastman Chemical Co. | 0.00% | 19 | $2K | No change |
| VCSA Vacasa Inc. Class A | 0.00% | 622 | $2K | No change |
| FLS Flowserve Corp. | 0.00% | 27 | $1K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 151 | $1K | No change |
| CTSH Cognizant Tech Solutions-A | 0.00% | 14 | $1K | No change |
| NOMD Nomad Foods Ltd. | 0.00% | 52 | $991 | No change |
| LEA Lear Corp. | 0.00% | 9 | $982 | No change |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 100 | $896 | No change |
| VTRS Viatris Inc. | 0.00% | 46 | $534 | No change |
| ONL Orion Properties Inc. filed as ORION OFFICE REIT INC | 0.00% | 4 | $16 | No change |