| MSFT Microsoft Corp. | 3.28% | 29,322 | $11.0M | Add +4.0% |
| AAPL Apple Inc. | 3.09% | 46,643 | $10.4M | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 3.06% | 21,918 | $10.3M | Reduce -0.3% |
| NVDA Nvidia Corp. | 3.02% | 93,380 | $10.1M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.86% | 50,482 | $9.6M | Add +3.9% |
| AVGO Broadcom Inc. | 2.45% | 49,072 | $8.2M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 2.39% | 51,821 | $8.0M | Add +4.1% |
| VYM Vanguard High DVD Yield ETF | 2.35% | 61,029 | $7.9M | Add +1.5% |
| META Meta Platforms Inc. Class A | 2.26% | 13,175 | $7.6M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 2.23% | 30,521 | $7.5M | Reduce -0.6% |
| V Visa Inc. Class A | 1.79% | 17,143 | $6.0M | Add +39.4% |
| ISRG Intuitive Surgical Inc. | 1.49% | 10,058 | $5.0M | Add +26.3% |
| UNH Unitedhealth Group Inc. | 1.45% | 9,282 | $4.9M | Add +3.4% |
| FBND Fidelity Total Bond ETF | 1.21% | 88,680 | $4.0M | Add +1.5% |
| COST Costco Wholesale Corp. | 1.20% | 4,261 | $4.0M | Add +6.2% |
| JEPI JPMorgan Equity Premium Inco | 1.19% | 69,781 | $4.0M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 1.17% | 67,200 | $3.9M | Reduce -0.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.07% | 39,305 | $3.6M | Reduce -14.2% |
| FISV Fiserv Inc. | 1.03% | 15,609 | $3.4M | Add +4.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.03% | 42,887 | $3.4M | Reduce -1.0% |
| RECS Columbia Resear Enh Cor ETF | 0.98% | 99,181 | $3.3M | Add +0.2% |
| IUSV iShares Core S&P U.S. Value | 0.98% | 35,615 | $3.3M | Add +0.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.93% | 61,718 | $3.1M | Add +2.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.92% | 35,220 | $3.1M | Add +4.5% |
| XLF SS Financial Select Sector | 0.89% | 59,724 | $3.0M | Add +2.3% |
| ORCL Oracle Corp. | 0.85% | 20,446 | $2.9M | Add +9.3% |
| ELV Elevance Health Inc. | 0.84% | 6,466 | $2.8M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.82% | 41,812 | $2.7M | Reduce -12.1% |
| ADBE Adobe Inc. | 0.82% | 7,161 | $2.7M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 5,133 | $2.7M | Add +1.2% |
| ACWI iShares MSCI Acwi ETF | 0.81% | 23,253 | $2.7M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.78% | 3,158 | $2.6M | Add +12.4% |
| IOO iShares Global 100 ETF | 0.77% | 26,975 | $2.6M | Reduce -0.5% |
| EW Edwards Lifesciences Corp. | 0.75% | 34,696 | $2.5M | Add +2.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.73% | 5,058 | $2.5M | Add +0.8% |
| KMI Kinder Morgan Inc. | 0.70% | 82,550 | $2.4M | Reduce -9.4% |
| QUAL iShares MSCI USA Quality Fac | 0.70% | 13,641 | $2.3M | Add +14.2% |
| QYLD Global X Nasd 100 Cov Call | 0.67% | 135,749 | $2.3M | Add +4.5% |
| FIXD First Trust Smith Opportunis | 0.65% | 49,772 | $2.2M | Add +2.4% |
| WMT Walmart Inc. | 0.65% | 24,826 | $2.2M | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 52,202 | $2.2M | Add +5.0% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 4,331 | $2.2M | Add +0.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.63% | 46,138 | $2.1M | Reduce -13.2% |
| WELL Welltower Inc. | 0.63% | 13,821 | $2.1M | Reduce -6.2% |
| CVX Chevron Corp. | 0.63% | 12,586 | $2.1M | Add +215.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.62% | 89,399 | $2.1M | Reduce -8.2% |
| AVUV Avantis US Small Cap Value | 0.61% | 23,606 | $2.1M | Add +2.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.61% | 12,342 | $2.0M | Add +8.4% |
| AXON Axon Enterprise Inc. | 0.59% | 3,765 | $2.0M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.59% | 70,568 | $2.0M | Add +36.2% |
| MA Mastercard Inc. Class A | 0.58% | 3,579 | $2.0M | Add +5.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 6,995 | $1.9M | Add +1.9% |
| SO The Southern Co. | 0.57% | 20,878 | $1.9M | Reduce -0.4% |
| HD Home Depot Inc. | 0.57% | 5,183 | $1.9M | Add +8.0% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 17,728 | $1.9M | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 0.55% | 9,180 | $1.8M | Add +446.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.53% | 34,495 | $1.8M | Reduce -3.0% |
| ARCC Ares Capital Corp. | 0.52% | 78,844 | $1.7M | Add +1.3% |
| ADP Automatic Data Processing | 0.52% | 5,704 | $1.7M | Add +10.7% |
| PFE Pfizer Inc. | 0.52% | 68,585 | $1.7M | Add +5.5% |
| MBB iShares MBS ETF | 0.52% | 18,491 | $1.7M | Reduce -12.3% |
| ROP Roper Technologies Inc. | 0.51% | 2,919 | $1.7M | Add +20.0% |
| HYT BlackRock Corp. Hi YLD | 0.51% | 179,409 | $1.7M | Add +2.2% |
| DIVO Amplify CWP Enhan Divid ETF | 0.51% | 42,138 | $1.7M | Reduce -0.5% |
| WM Waste Management Inc. | 0.51% | 7,396 | $1.7M | Add +8.5% |
| ADI Analog Devices Inc. | 0.50% | 8,266 | $1.7M | Add +9.2% |
| GOOG Alphabet Inc. Class C | 0.49% | 10,540 | $1.6M | Add +8.2% |
| HDV iShares Core High Dividend E | 0.49% | 13,478 | $1.6M | Add +1.1% |
| VHT Vanguard Health Care ETF | 0.48% | 6,143 | $1.6M | Add +0.3% |
| CPRT Copart Inc. | 0.48% | 28,291 | $1.6M | Add +9.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.47% | 15,180 | $1.6M | Reduce -9.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.47% | 52,662 | $1.6M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 8,681 | $1.5M | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.44% | 9,651 | $1.5M | Add +12.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.42% | 27,206 | $1.4M | Reduce -8.2% |
| CRM Salesforce Inc. | 0.42% | 5,241 | $1.4M | Add +11.8% |
| VZ Verizon Communications Inc. | 0.42% | 30,843 | $1.4M | Add +17.2% |
| BX Blackstone Inc. | 0.42% | 9,991 | $1.4M | Reduce -0.3% |
| SEIX Virtus Seix Senior Loan ETF | 0.41% | 58,111 | $1.4M | Add +2.5% |
| SPHD Invesco S&P 500 High Dividen | 0.41% | 27,212 | $1.4M | Add +3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 7,792 | $1.3M | Add +13.7% |
| EDIV State Street SPDR S&P Emergi | 0.39% | 36,876 | $1.3M | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.39% | 4,568 | $1.3M | Reduce -3.6% |
| XLK SS Technology Select Sector | 0.38% | 6,119 | $1.3M | Add +24.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.38% | 37,967 | $1.3M | Reduce -18.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.37% | 25,770 | $1.3M | Reduce -5.8% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 6,115 | $1.2M | Reduce -0.0% |
| AOM iShares Core 40/60 Moderate | 0.34% | 26,090 | $1.1M | Reduce -2.1% |
| DNP DNP Select Income Fund Inc. | 0.34% | 113,638 | $1.1M | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.34% | 25,388 | $1.1M | Reduce -0.6% |
| XLP SS Consumer Staples Sel Sect | 0.33% | 13,512 | $1.1M | Reduce -0.7% |
| SWAN Amplify Blckswn Grow Trsry | 0.33% | 38,313 | $1.1M | Reduce -11.7% |
| CAT Caterpillar Inc. | 0.32% | 3,245 | $1.1M | Add +10.1% |
| CMG Chipotle Mexican Grill Inc. | 0.31% | 20,422 | $1.0M | Add +16.4% |
| O Realty Income Corp. | 0.30% | 17,506 | $1.0M | Add +3.0% |
| EFV iShares MSCI Eafe Value ETF | 0.30% | 16,961 | $1000K | Reduce -30.5% |
| JNJ Johnson & Johnson | 0.29% | 5,909 | $980K | Reduce -1.5% |
| ITB iShares U.S. Home Constructi | 0.28% | 10,026 | $955K | Add +3.2% |
| SGOV iShares 0-3 Month Treasury B | 0.28% | 9,280 | $934K | Reduce -7.4% |
| SCHG Schwab US Large-Cap Growth | 0.26% | 34,512 | $864K | Add +7.4% |
| FLOT iShares Floating Rate Bond E | 0.25% | 16,256 | $830K | Reduce -20.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.25% | 7,567 | $822K | Add +4.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 1 | $798K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 15,982 | $793K | Reduce -2.1% |
| AOK iShares Core 30/70 Conservat | 0.23% | 20,540 | $773K | Reduce -2.6% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 14,889 | $757K | Reduce -0.8% |
| EPR Epr Properties filed as EPR PPTYS | 0.23% | 14,359 | $755K | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 0.22% | 1,313 | $738K | Add +17.2% |
| EPD Enterprise Products Partners | 0.22% | 21,489 | $734K | Add +0.5% |
| PAYX Paychex Inc. | 0.22% | 4,686 | $723K | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.21% | 5,841 | $695K | Reduce -14.4% |
| MU Micron Technology Inc. | 0.20% | 7,775 | $676K | Reduce -3.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.20% | 6,000 | $663K | Reduce -0.6% |
| OUNZ Vaneck Merk Gold ETF | 0.20% | 21,983 | $663K | Reduce -8.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.20% | 14,056 | $655K | New |
| KBWP Invesco KBW Property & Casua | 0.19% | 5,050 | $629K | Reduce -5.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.19% | 6,238 | $624K | Reduce -47.8% |
| XLV SS Health Care Select Sector | 0.18% | 4,109 | $600K | Add +25.2% |
| IWM iShares Russell 2000 ETF | 0.18% | 2,986 | $596K | Add +1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,600 | $593K | Reduce -1.4% |
| FPX First Trust US Equity Opport | 0.17% | 5,237 | $585K | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 1,030 | $576K | Add +0.1% |
| USRT iShares Core US REIT ETF | 0.17% | 9,955 | $573K | Reduce -6.0% |
| OKE Oneok Inc. | 0.17% | 5,745 | $570K | Add +7.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.17% | 6,872 | $569K | Reduce -0.1% |
| T AT&T Inc. | 0.17% | 20,032 | $567K | Add +1.6% |
| TMUS T-Mobile US Inc. | 0.17% | 2,121 | $566K | Add +7.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.17% | 7,592 | $559K | Add +7.9% |
| FPF First TR Interm Dur & Inc. | 0.17% | 30,168 | $555K | Reduce -0.3% |
| GBDC Golub Capital BDC Inc. | 0.16% | 35,773 | $542K | Add +4.3% |
| KR Kroger Co. | 0.16% | 7,918 | $536K | Add +2.8% |
| LNT Alliant Energy Corp. | 0.16% | 8,224 | $529K | Add +2.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.15% | 1,976 | $508K | Add +33.9% |
| AON Aon PLC Class A | 0.15% | 1,261 | $503K | Add +0.8% |
| UPS United Parcel Service Class B | 0.15% | 4,452 | $490K | Add +8.7% |
| KKR KKR & Co. Inc. | 0.14% | 4,166 | $482K | Reduce -0.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.14% | 8,597 | $474K | Reduce -14.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.14% | 1,527 | $472K | Reduce -1.4% |
| FEX First Trust Large Cap Core A | 0.14% | 4,599 | $471K | Reduce -2.4% |
| IEMG iShares Core MSCI Emerging | 0.14% | 8,680 | $468K | Add +50.9% |
| IYW iShares Ustechnology ETF | 0.14% | 3,269 | $459K | Reduce -1.7% |
| MRSH Marsh & McLennan Cos | 0.13% | 1,839 | $449K | Add +3.8% |
| SOXX iShares Semiconductor ETF | 0.13% | 2,383 | $448K | No change |
| BIIB Biogen Inc. | 0.13% | 3,200 | $438K | Reduce -0.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.13% | 9,493 | $437K | New |
| PNQI Invesco Nasdaq Internet ETF | 0.13% | 9,760 | $431K | No change |
| ABBV Abbvie Inc. | 0.13% | 2,017 | $423K | Add +16.6% |
| AMGN Amgen Inc. | 0.12% | 1,338 | $417K | Reduce -30.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.12% | 6,126 | $417K | No change |
| USB US Bancorp | 0.12% | 9,815 | $414K | Reduce -5.2% |
| CMCSA Comcast Corp. Class A | 0.12% | 10,839 | $400K | Reduce -2.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.12% | 4,930 | $398K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.12% | 6,441 | $397K | Reduce -0.5% |
| GSLC Goldman Activebeta US LC ETF | 0.12% | 3,535 | $389K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 748 | $385K | Reduce -0.9% |
| GM General Motors Co. | 0.11% | 8,160 | $384K | Reduce -0.8% |
| GLDM SPDR Gold Minishares Trust | 0.11% | 6,174 | $382K | Add +52.1% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 4,499 | $380K | Reduce -4.2% |
| PWV Invesco Large Cap Value ETF | 0.11% | 6,350 | $378K | No change |
| MAIN Main Street Capital Corp. | 0.11% | 6,647 | $376K | Reduce -0.8% |
| IEUR iShares Core MSCI Europe ETF | 0.11% | 6,142 | $369K | New |
| SPMO Invesco S&P 500 Momentum ETF | 0.11% | 3,978 | $368K | Reduce -5.4% |
| LIN Linde PLC | 0.11% | 788 | $367K | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 4,832 | $366K | Add +2.2% |
| FTV Fortive Corp. | 0.11% | 4,965 | $363K | Add +3.5% |
| BA The Boeing Co. | 0.11% | 2,104 | $359K | Add +4.7% |
| URTH iShares MSCI World ETF | 0.11% | 2,331 | $357K | New |
| APAM Artisan Partners Asset Ma -A | 0.11% | 9,129 | $357K | Add +5.9% |
| RVTY Revvity Inc. | 0.11% | 3,331 | $352K | Add +3.6% |
| ETN Eaton Corp. PLC | 0.10% | 1,269 | $345K | Add +4.4% |
| AOR iShares Core 60/40 Balanced | 0.10% | 5,965 | $343K | Reduce -4.5% |
| FDL First Trust Morn DVD Lead Inc. | 0.10% | 7,904 | $343K | Add +1.7% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.10% | 7,190 | $341K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 7,537 | $341K | Reduce -40.6% |
| TSLA Tesla Inc. | 0.10% | 1,311 | $340K | Add +59.9% |
| XEL Xcel Energy Inc. | 0.10% | 4,749 | $336K | Reduce -14.4% |
| FVD First Trust Value Line DVD | 0.10% | 7,508 | $335K | Reduce -0.1% |
| DUK Duke Energy Corp. | 0.10% | 2,727 | $333K | New |
| XSLV Invesco S&P Smallcap Low Vol | 0.10% | 7,201 | $332K | Reduce -12.6% |
| TIP iShares Tips Bond ETF | 0.10% | 2,966 | $329K | Reduce -6.3% |
| SHEL Shell PLC-ADR | 0.10% | 4,437 | $325K | Add +14.5% |
| DGRO iShares Core Dividend Growth | 0.10% | 5,245 | $324K | Reduce -21.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.10% | 10,686 | $322K | Reduce -12.6% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 3,462 | $321K | Reduce -3.9% |
| LMT Lockheed Martin Corp. | 0.10% | 713 | $319K | Reduce -80.3% |
| PG The Procter & Gamble Co. | 0.09% | 1,865 | $318K | Add +12.8% |
| VGT Vanguard Info Tech ETF | 0.09% | 573 | $311K | Reduce -1.2% |
| FBT First Trust Nyse Arca Biotec | 0.09% | 1,817 | $309K | Reduce -0.8% |
| AMLP Alerian MLP ETF | 0.09% | 5,812 | $302K | Add +9.4% |
| SMH Vaneck Semiconductor ETF | 0.09% | 1,424 | $301K | Add +30.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,108 | $287K | Reduce -44.0% |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 2,263 | $285K | No change |
| PGR Progressive Corp. | 0.08% | 1,006 | $285K | Reduce -28.0% |
| STZ Constellation Brands Inc. Class A | 0.08% | 1,533 | $281K | Reduce -6.6% |
| PEP Pepsico Inc. | 0.08% | 1,846 | $277K | Add +4.8% |
| COP Conocophillips | 0.08% | 2,632 | $276K | Add +6.3% |
| XLY SS Consumer Disc Select Sect | 0.08% | 1,400 | $276K | Add +50.4% |
| EMB iShares JP Morgan Usd Emergi | 0.08% | 3,038 | $275K | Add +29.0% |
| SBUX Starbucks Corp. | 0.08% | 2,806 | $275K | Reduce -11.2% |
| DRSK Aptus Defined Risk ETF | 0.08% | 9,970 | $272K | Reduce -11.1% |
| C Citigroup Inc. | 0.08% | 3,810 | $270K | Reduce -3.0% |
| CASY Casey's General Stores Inc. | 0.08% | 620 | $269K | No change |
| PYPL PayPal Holdings Inc. | 0.08% | 4,098 | $267K | Add +11.3% |
| EME Emcor Group Inc. | 0.08% | 721 | $267K | Add +5.9% |
| DOW Dow Inc. | 0.08% | 7,558 | $264K | Add +1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 4,311 | $262K | Reduce -1.6% |
| REZ Ishars Res and Multi Reales | 0.08% | 3,026 | $262K | Reduce -1.4% |
| SCHQ Schwab Long-Term US Treasury | 0.08% | 7,964 | $261K | New |
| FNF Fidelity National Financial | 0.08% | 3,996 | $260K | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 2,631 | $260K | Reduce -0.5% |
| WEC WEC Energy Group Inc. | 0.08% | 2,360 | $257K | Add +2.4% |
| SNA Snap-on Inc. | 0.08% | 755 | $255K | Reduce -0.4% |
| CSM Proshares Large Cap Core Plu | 0.08% | 3,970 | $253K | Reduce -0.3% |
| VNQ Vanguard Real Estate ETF | 0.07% | 2,738 | $248K | No change |
| SLGN Silgan Holdings Inc. | 0.07% | 4,725 | $242K | New |
| PSX Phillips 66 | 0.07% | 1,952 | $241K | Reduce -46.1% |
| BR Broadridge Financial Solutio | 0.07% | 993 | $241K | Reduce -0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 2,988 | $236K | No change |
| XLI SS Industrial Select Sector | 0.07% | 1,787 | $234K | New |
| BKR Baker Hughes Co. | 0.07% | 5,298 | $233K | New |
| TLT iShares 20+ Year Treasury BD | 0.07% | 2,553 | $232K | Reduce -68.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.07% | 4,910 | $231K | Reduce -13.9% |
| TSI TCW Strategic Income Fund | 0.07% | 47,053 | $229K | Reduce -0.9% |
| IWO iShares Russell 2000 Growth | 0.07% | 890 | $227K | No change |
| AME Ametek Inc. | 0.07% | 1,320 | $227K | New |
| GILD Gilead Sciences Inc. | 0.07% | 2,026 | $227K | New |
| ALGN Align Technology Inc. | 0.07% | 1,422 | $226K | Reduce -15.4% |
| ETR Entergy Corp. | 0.07% | 2,610 | $223K | Reduce -5.0% |
| MAR Marriott International Class A | 0.07% | 928 | $221K | Reduce -2.3% |
| TPL Texas Pacific Land Corp. | 0.07% | 166 | $220K | New |
| PM Philip Morris International | 0.07% | 1,374 | $218K | New |
| BABA Alibaba Group Holding-SP ADR | 0.06% | 1,630 | $216K | New |
| CB Chubb Ltd. | 0.06% | 713 | $215K | New |
| IBB iShares Biotechnology ETF | 0.06% | 1,682 | $215K | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.06% | 2,977 | $214K | Reduce -19.7% |
| PGX Invesco Preferred ETF | 0.06% | 18,605 | $209K | Reduce -7.5% |
| FAST Fastenal Co. | 0.06% | 2,664 | $207K | New |
| GEV GE Vernova Inc. | 0.06% | 675 | $206K | Reduce -0.9% |
| ULTA Ulta Beauty Inc. | 0.06% | 558 | $205K | Reduce -0.2% |
| ABT Abbott Laboratories | 0.06% | 1,535 | $204K | New |
| IWF iShares Russell 1000 Growth | 0.06% | 556 | $201K | Reduce -9.4% |
| HR Healthcare Realty Trust Inc. | 0.06% | 11,737 | $198K | No change |
| SNAP Snap Inc. Class A | 0.03% | 11,552 | $101K | Add +0.9% |