| SCHX Schwab US Large-Cap ETF | 5.15% | 1,931,755 | $49.5M | Reduce -2.7% |
| NVDA Nvidia Corp. | 4.73% | 260,987 | $45.5M | Add +0.1% |
| AAPL Apple Inc. | 4.24% | 160,569 | $40.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.17% | 83,584 | $40.1M | Add +0.5% |
| EAGL Eagle Capital Select Eqty | 3.58% | 1,130,228 | $34.4M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 3.57% | 119,494 | $34.3M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 2.87% | 132,673 | $27.6M | Add +1.7% |
| MSFT Microsoft Corp. | 2.71% | 70,340 | $26.0M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 2.54% | 83,085 | $24.4M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 2.23% | 35,952 | $21.5M | Add +1.9% |
| WMT Walmart Inc. | 2.04% | 158,100 | $19.6M | Add +0.1% |
| DELL Dell Technologies -C | 1.78% | 104,452 | $17.1M | Add +1.3% |
| COST Costco Wholesale Corp. | 1.74% | 16,765 | $16.7M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.67% | 65,657 | $16.0M | Add +0.4% |
| META Meta Platforms Inc. Class A | 1.54% | 25,868 | $14.8M | Add +1.8% |
| CVX Chevron Corp. | 1.53% | 71,149 | $14.7M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 1.53% | 22,494 | $14.7M | Add +2.0% |
| V Visa Inc. Class A | 1.51% | 47,924 | $14.5M | Add +0.8% |
| MRK Merck & Co. Inc. | 1.44% | 114,700 | $13.8M | Add +2.3% |
| FDX FedEx Corp. | 1.31% | 35,343 | $12.6M | Reduce -1.1% |
| AZO AutoZone Inc. | 1.31% | 3,724 | $12.6M | Reduce -0.1% |
| AMGN Amgen Inc. | 1.23% | 33,622 | $11.8M | Add +0.7% |
| AVGO Broadcom Inc. | 1.19% | 36,989 | $11.4M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.12% | 18,682 | $10.8M | Reduce -0.6% |
| HD Home Depot Inc. | 1.11% | 32,352 | $10.6M | Add +1.5% |
| TDG Transdigm Group Inc. | 1.10% | 9,114 | $10.6M | Add +1.2% |
| ABBV Abbvie Inc. | 1.08% | 47,908 | $10.4M | Add +1.7% |
| WM Waste Management Inc. | 1.03% | 42,951 | $9.9M | Add +1.9% |
| LMT Lockheed Martin Corp. | 0.95% | 15,124 | $9.1M | Add +1.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.94% | 6,858 | $9.1M | Add +0.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.93% | 175,198 | $8.9M | Add +1092.2% |
| BX Blackstone Inc. | 0.93% | 77,663 | $8.9M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.86% | 48,824 | $8.3M | Add +1.7% |
| PG The Procter & Gamble Co. | 0.79% | 52,426 | $7.6M | Add +3.9% |
| DUK Duke Energy Corp. | 0.79% | 57,694 | $7.6M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.79% | 26,262 | $7.6M | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 0.77% | 296,510 | $7.4M | Add +3.3% |
| DAR Darling Ingredients Inc. | 0.77% | 120,099 | $7.4M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.77% | 57,197 | $7.4M | Add +0.1% |
| GLD SPDR Gold Shares | 0.76% | 16,965 | $7.3M | Add +23.3% |
| SNPS Synopsys Inc. | 0.71% | 17,192 | $6.8M | Add +1.5% |
| VZ Verizon Communications Inc. | 0.68% | 129,344 | $6.5M | Add +6.3% |
| PEP Pepsico Inc. | 0.66% | 40,917 | $6.4M | Reduce -2.8% |
| PLD Prologis Inc. | 0.64% | 46,727 | $6.2M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.63% | 22,560 | $6.1M | Add +5.5% |
| SCHD Schwab US DVD Equity ETF | 0.59% | 186,476 | $5.7M | Reduce -5.7% |
| LEN.B Lennar Corp. Class B | 0.57% | 64,850 | $5.5M | Reduce -1.3% |
| IAU iShares Gold Trust | 0.54% | 59,395 | $5.2M | Add +6.1% |
| NOW ServiceNow Inc. | 0.54% | 49,854 | $5.2M | Reduce -4.2% |
| B Barrick Mining Corp. | 0.53% | 123,746 | $5.0M | Add +1.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.52% | 95,610 | $5.0M | Reduce -0.1% |
| CRM Salesforce Inc. | 0.49% | 25,259 | $4.7M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 13,470 | $4.6M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 6,915 | $4.5M | Add +6.8% |
| MAA Mid-America Apartment Comm | 0.45% | 35,769 | $4.4M | Reduce 0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 13,034 | $4.2M | Add +1.4% |
| T AT&T Inc. | 0.43% | 141,459 | $4.1M | Add +33.0% |
| PHYS Sprott Physical Gold Trust | 0.42% | 114,862 | $4.1M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.36% | 48,690 | $3.5M | Add +0.0% |
| PANW Palo Alto Networks Inc. | 0.34% | 20,296 | $3.3M | Add +5.8% |
| AMT American Tower Corp. | 0.33% | 18,622 | $3.2M | Add +2.0% |
| LLY Eli Lilly & Co. | 0.32% | 3,348 | $3.1M | Add +1.0% |
| IBIT iShares Bitcoin Trust ETF | 0.32% | 79,661 | $3.1M | Reduce -2.6% |
| ROP Roper Technologies Inc. | 0.31% | 8,303 | $2.9M | Add +1.5% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.30% | 27,982 | $2.8M | Add +0.2% |
| NFLX Netflix Inc. | 0.29% | 29,397 | $2.8M | Add +2.3% |
| PM Philip Morris International | 0.29% | 17,005 | $2.8M | Add +4.5% |
| TSLA Tesla Inc. | 0.29% | 7,509 | $2.8M | Add +0.3% |
| HCA HCA Healthcare Inc. | 0.29% | 5,889 | $2.8M | Add +0.0% |
| ADBE Adobe Inc. | 0.29% | 11,288 | $2.7M | Add +1.0% |
| AXP American Express Co. | 0.28% | 9,055 | $2.7M | Add +3.5% |
| MCD McDonald's Corp. | 0.26% | 8,048 | $2.5M | Add +0.0% |
| GLW Corning Inc. | 0.26% | 18,120 | $2.5M | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 0.26% | 99,513 | $2.5M | Add +4.2% |
| SO The Southern Co. | 0.26% | 25,512 | $2.5M | Add +0.6% |
| RTX RTX Corp. | 0.26% | 12,749 | $2.5M | Add +6.7% |
| PYPL PayPal Holdings Inc. | 0.25% | 52,397 | $2.4M | Add +3.0% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.25% | 86,729 | $2.4M | No change |
| SCHM Schwab US Mid Cap ETF | 0.24% | 75,391 | $2.3M | Reduce -6.1% |
| MDY State Street SPDR S&P Midcap | 0.23% | 3,518 | $2.2M | Add +0.1% |
| FTAI Ftai Aviation Ltd. | 0.21% | 8,373 | $2.1M | Reduce -4.5% |
| EPD Enterprise Products Partners | 0.21% | 53,218 | $2.0M | Add +1.1% |
| ORCL Oracle Corp. | 0.21% | 13,645 | $2.0M | Add +8.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.20% | 21,460 | $2.0M | Add +1.7% |
| LRCX Lam Research Corp. | 0.20% | 8,880 | $1.9M | Add +12.9% |
| BLK BlackRock Inc. | 0.19% | 1,934 | $1.9M | Add +6.4% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 12,408 | $1.8M | Add +0.5% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 9,208 | $1.8M | Add +403.4% |
| LOW Lowe's Cos Inc. | 0.18% | 7,383 | $1.7M | Reduce -1.1% |
| GEV GE Vernova Inc. | 0.16% | 1,774 | $1.5M | Add +0.6% |
| ORLY O'reilly Automotive Inc. | 0.16% | 16,230 | $1.5M | Add +0.1% |
| XLK SS Technology Select Sector | 0.15% | 10,988 | $1.5M | Reduce -5.7% |
| MO Altria Group Inc. | 0.14% | 20,929 | $1.4M | Add +36.1% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 24,536 | $1.3M | Add +0.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.14% | 43,684 | $1.3M | Add +48.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 5,363 | $1.3M | Add +1.5% |
| ABT Abbott Laboratories | 0.13% | 12,607 | $1.3M | Add +0.3% |
| OKE Oneok Inc. | 0.13% | 14,260 | $1.3M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.13% | 16,192 | $1.2M | Add +0.2% |
| CAT Caterpillar Inc. | 0.12% | 1,658 | $1.2M | Add +0.1% |
| RF Regions Financial Corp. | 0.12% | 44,274 | $1.2M | Add +47.2% |
| GS Goldman Sachs Group Inc. | 0.12% | 1,309 | $1.1M | Add +0.1% |
| CUBE Cubesmart | 0.11% | 30,000 | $1.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 2,182 | $1.1M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.11% | 13,595 | $1.1M | Add +19.3% |
| KO The Coca-Cola Co. | 0.11% | 13,656 | $1.0M | Add +1.3% |
| COP Conocophillips | 0.10% | 7,427 | $980K | Add +0.2% |
| GILD Gilead Sciences Inc. | 0.10% | 7,021 | $979K | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 0.10% | 31,411 | $958K | Add +0.2% |
| SFBS Servisfirst Bancshares Inc. | 0.10% | 12,662 | $922K | Reduce -1.2% |
| VGT Vanguard Info Tech ETF | 0.09% | 1,300 | $907K | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 14,646 | $888K | Reduce -0.6% |
| MSI Motorola Solutions Inc. | 0.09% | 2,029 | $881K | Add +0.1% |
| GD General Dynamics Corp. | 0.09% | 2,563 | $880K | Reduce -0.0% |
| FHN First Horizon Corp. | 0.09% | 38,217 | $870K | Add +0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 2,902 | $867K | Reduce -5.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 2,221 | $867K | Add +5.2% |
| LFUS Littelfuse Inc. | 0.09% | 2,500 | $848K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 7,134 | $846K | Add +27.0% |
| APO Apollo Global Management Inc. | 0.09% | 7,564 | $843K | Add +0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.09% | 10,572 | $841K | Add +5.8% |
| SCHA Schwab US Small-Cap ETF | 0.09% | 28,910 | $841K | Reduce -0.7% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 2,958 | $839K | Add +1.1% |
| HON Honeywell International Inc. | 0.09% | 3,708 | $838K | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 2,898 | $832K | Add +5.5% |
| VLO Valero Energy Corp. | 0.09% | 3,359 | $830K | Add +0.1% |
| ETN Eaton Corp. PLC | 0.09% | 2,286 | $818K | Add +19.2% |
| PGR Progressive Corp. | 0.08% | 4,069 | $807K | Add +37.5% |
| BP BP PLC-Spons ADR | 0.08% | 17,151 | $806K | Add +5.4% |
| ETR Entergy Corp. | 0.08% | 7,012 | $788K | Add +36.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 3,915 | $768K | Add +0.1% |
| TXN Texas Instruments Inc. | 0.08% | 3,819 | $741K | Add +0.3% |
| MTG Mgic Investment Corp. | 0.08% | 28,000 | $735K | No change |
| MA Mastercard Inc. Class A | 0.08% | 1,451 | $725K | Add +7.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $718K | No change |
| TLN Talen Energy Corp. | 0.07% | 2,236 | $714K | Add +2.0% |
| EMR Emerson Electric Co. | 0.07% | 5,351 | $701K | Add +22.1% |
| MS Morgan Stanley | 0.07% | 4,228 | $696K | Reduce -3.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.07% | 9,207 | $673K | No change |
| TSCO Tractor Supply Company | 0.07% | 14,247 | $645K | Add +0.9% |
| TRGP Targa Resources Corp. | 0.07% | 2,571 | $645K | Add +35.2% |
| MU Micron Technology Inc. | 0.07% | 1,900 | $642K | Add +36.8% |
| JEPI JPMorgan Equity Premium Inco | 0.07% | 11,100 | $629K | Add +31.8% |
| INTU Intuit Inc. | 0.06% | 1,413 | $611K | Add +32.5% |
| DHR Danaher Corp. | 0.06% | 3,185 | $604K | Add +5.3% |
| NUE Nucor Corp. | 0.06% | 3,560 | $602K | Reduce -11.9% |
| KKR KKR & Co. Inc. | 0.06% | 6,461 | $598K | Add +5.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 12,247 | $597K | Add +2.6% |
| APH Amphenol Corp. Class A | 0.06% | 4,724 | $597K | Add +5.7% |
| KMI Kinder Morgan Inc. | 0.06% | 17,783 | $596K | Add +0.1% |
| SPGI S&P Global Inc. | 0.06% | 1,398 | $595K | Add +23.7% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.06% | 27,000 | $592K | No change |
| DGX Quest Diagnostics Inc. | 0.06% | 3,020 | $592K | Reduce -0.2% |
| CELC Celcuity Inc. | 0.06% | 5,175 | $591K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 8,718 | $589K | Add +0.0% |
| AMAT Applied Materials Inc. | 0.06% | 1,695 | $579K | Reduce -0.9% |
| COF Capital One Financial Corp. | 0.06% | 3,100 | $565K | Add +75.7% |
| WFC Wells Fargo & Co. | 0.06% | 7,094 | $565K | Add +11.7% |
| MMM 3M Co. | 0.06% | 3,860 | $561K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 14,985 | $551K | Add +2.7% |
| WTRG Essential Utilities Inc. | 0.06% | 13,523 | $545K | Reduce -0.1% |
| MINT PIMCO Enhanced Short Maturit | 0.05% | 5,235 | $526K | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 5,814 | $526K | Add +50.7% |
| PFE Pfizer Inc. | 0.05% | 18,347 | $515K | Add +107.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.05% | 2,465 | $513K | Add +0.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 15,360 | $506K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,151 | $503K | Add +1.5% |
| SMH Vaneck Semiconductor ETF | 0.05% | 1,305 | $500K | Add +2.1% |
| IEF iShares 7-10 Year Treasury B | 0.05% | 5,202 | $496K | New |
| NSC Norfolk Southern Corp. | 0.05% | 1,688 | $484K | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.05% | 5,192 | $482K | Reduce -2.0% |
| LYV Live Nation Entertainment Inc. | 0.05% | 3,160 | $482K | Add +0.2% |
| MLM Martin Marietta Materials | 0.05% | 818 | $482K | Reduce -7.9% |
| RDVY First Trust Rising Dividend | 0.05% | 7,046 | $481K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.05% | 1,031 | $477K | No change |
| MPC Marathon Petroleum Corp. | 0.05% | 1,948 | $476K | No change |
| BA The Boeing Co. | 0.05% | 2,383 | $474K | Add +4.9% |
| CMI Cummins Inc. | 0.05% | 878 | $472K | No change |
| UNP Union Pacific Corp. | 0.05% | 1,947 | $472K | Add +25.8% |
| MDT Medtronic PLC | 0.05% | 5,401 | $468K | Add +24.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 3,207 | $468K | No change |
| FPI Farmland Partners Inc. | 0.05% | 39,977 | $449K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 3,589 | $446K | Add +5.4% |
| SBUX Starbucks Corp. | 0.05% | 4,937 | $442K | Add +1.9% |
| IWD iShares Russell 1000 Value E | 0.05% | 2,056 | $439K | No change |
| IWM iShares Russell 2000 ETF | 0.05% | 1,753 | $435K | No change |
| ET Energy Transfer LP | 0.04% | 22,412 | $433K | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 14,616 | $426K | Add +0.1% |
| NOC Northrop Grumman Corp. | 0.04% | 621 | $424K | Add +1.8% |
| STWD Starwood Property Trust Inc. | 0.04% | 24,575 | $423K | No change |
| O Realty Income Corp. | 0.04% | 6,851 | $419K | Add +25.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.04% | 12,812 | $415K | Reduce -0.1% |
| BTI British American Tob-SP ADR | 0.04% | 7,057 | $413K | No change |
| PSX Phillips 66 | 0.04% | 2,259 | $412K | Add +2.5% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,147 | $409K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 2,713 | $397K | Add +1.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.04% | 14,212 | $396K | Add +0.2% |
| CMCSA Comcast Corp. Class A | 0.04% | 13,536 | $389K | Reduce -6.1% |
| USB US Bancorp | 0.04% | 7,471 | $389K | Reduce -2.0% |
| FCX Freeport-McMoran Inc. | 0.04% | 6,517 | $383K | Add +1.3% |
| TRV The Travelers Cos Inc. | 0.04% | 1,306 | $381K | Add +1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 5,051 | $379K | Add +5.6% |
| PRU Prudential Financial Inc. | 0.04% | 3,771 | $368K | Add +0.1% |
| BKNG Booking Holdings Inc. | 0.04% | 86 | $364K | Add +13.2% |
| PTY PIMCO Corporate & Income Opp | 0.04% | 30,118 | $363K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 3,718 | $358K | Reduce -3.0% |
| AEM Agnico Eagle Mines Ltd. | 0.04% | 1,760 | $357K | No change |
| NEM Newmont Corp. | 0.04% | 3,285 | $356K | No change |
| MDLZ Mondelez International Inc. Class A | 0.04% | 6,157 | $355K | Add +0.4% |
| CARR Carrier Global Corp. | 0.04% | 6,262 | $353K | Reduce -5.3% |
| ENB Enbridge Inc. | 0.04% | 6,457 | $350K | Add +0.3% |
| CEG Constellation Energy | 0.04% | 1,216 | $340K | Add +2.2% |
| SHEL Shell PLC-ADR | 0.04% | 3,643 | $339K | Reduce -14.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.04% | 11,200 | $337K | New |
| XLV SS Health Care Select Sector | 0.03% | 2,256 | $331K | Reduce -2.7% |
| MELI MercadoLibre Inc. | 0.03% | 191 | $330K | Add +75.2% |
| VT Vanguard Tot World STK ETF | 0.03% | 2,360 | $326K | No change |
| SCHW Schwab (charles) Corp. | 0.03% | 3,473 | $326K | Add +1.5% |
| PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L | 0.03% | 17,000 | $325K | No change |
| UL Unilever PLC-Sponsored ADR | 0.03% | 5,607 | $319K | Reduce -0.2% |
| KMB Kimberly-Clark Corp. | 0.03% | 3,284 | $317K | Add +10.1% |
| IGM iShares Expanded Tech Sector | 0.03% | 2,671 | $317K | No change |
| RRC Range Resources Corp. | 0.03% | 7,000 | $316K | No change |
| DE Deere & Co. | 0.03% | 560 | $316K | Reduce -1.1% |
| QXO Qxo Inc. | 0.03% | 15,982 | $310K | Add +3.9% |
| MCK McKesson Corp. | 0.03% | 353 | $305K | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.03% | 1,491 | $303K | Reduce -4.1% |
| GOVT iShares US Treasury Bond ETF | 0.03% | 13,140 | $301K | New |
| TOL Toll Brothers Inc. | 0.03% | 2,200 | $300K | New |
| CL Colgate-Palmolive Co. | 0.03% | 3,510 | $299K | No change |
| SCHK Schwab 1000 Index ETF | 0.03% | 9,523 | $298K | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,858 | $297K | Reduce -3.9% |
| URI United Rentals Inc. | 0.03% | 401 | $292K | Add +9.0% |
| SAP Sap SE-Sponsored ADR | 0.03% | 1,706 | $292K | Add +77.9% |
| CI The Cigna Group | 0.03% | 1,092 | $291K | No change |
| WMB Williams Cos Inc. | 0.03% | 3,998 | $291K | New |
| SWK Stanley Black & Decker Inc. | 0.03% | 3,994 | $284K | Reduce -1.3% |
| CAH Cardinal Health Inc. | 0.03% | 1,331 | $281K | Add +0.6% |
| IBB iShares Biotechnology ETF | 0.03% | 1,665 | $281K | Add +0.1% |
| AEP American Electric Power | 0.03% | 2,138 | $280K | Add +4.6% |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.03% | 6,200 | $277K | No change |
| ES Eversource Energy | 0.03% | 3,822 | $265K | Add +0.1% |
| ACN Accenture PLC Class A | 0.03% | 1,328 | $263K | Reduce -13.9% |
| CVS CVS Health Corp. | 0.03% | 3,665 | $263K | Add +1.3% |
| FTNT Fortinet Inc. | 0.03% | 3,196 | $261K | Reduce -1.4% |
| BDX Becton Dickinson and Co. | 0.03% | 1,660 | $261K | Add +56.5% |
| COIN Coinbase Global Inc. Class A | 0.03% | 1,487 | $260K | Add +1.3% |
| VGK Vanguard Ftse Europe ETF | 0.03% | 3,129 | $258K | Reduce -6.2% |
| UGI Ugi Corp. | 0.03% | 6,966 | $254K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.03% | 3,200 | $253K | Add +0.3% |
| SLV iShares Silver Trust | 0.03% | 3,702 | $252K | New |
| PFFA Virtus Infracap US Pref STCK | 0.03% | 12,359 | $252K | Add +2.5% |
| DJT Trump Media & Technology Gro | 0.03% | 27,084 | $251K | No change |
| PHM Pultegroup Inc. | 0.03% | 2,130 | $251K | No change |
| XLE SS Energy Select Sector | 0.03% | 4,078 | $250K | New |
| KLAC KLA Corp. | 0.03% | 169 | $249K | New |
| PAYX Paychex Inc. | 0.03% | 2,690 | $248K | Add +6.0% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 3,823 | $245K | Add +2.0% |
| ADM Archer-Daniels-Midland Co. | 0.03% | 3,322 | $241K | New |
| WTW Willis Towers Watson PLC | 0.02% | 824 | $240K | Reduce -2.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 1,099 | $239K | Add +0.2% |
| ED Consolidated Edison Inc. | 0.02% | 2,102 | $238K | New |
| CSX CSX Corp. | 0.02% | 5,786 | $238K | Add +0.3% |
| KRUS Kura Sushi USA Inc. Class A | 0.02% | 3,388 | $236K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.02% | 2,386 | $234K | Add +15.2% |
| WDAY Workday Inc. Class A | 0.02% | 1,788 | $232K | Add +10.4% |
| CASY Casey's General Stores Inc. | 0.02% | 319 | $232K | New |
| EG Everest Group Ltd. | 0.02% | 707 | $231K | Add +4.0% |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 1,071 | $230K | Reduce -4.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 2,112 | $230K | New |
| VHT Vanguard Health Care ETF | 0.02% | 844 | $230K | No change |
| ELV Elevance Health Inc. | 0.02% | 785 | $230K | Reduce -0.1% |
| TGT Target Corp. | 0.02% | 1,879 | $228K | New |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,478 | $226K | New |
| EBAY eBay Inc. | 0.02% | 2,474 | $225K | New |
| VXF Vanguard Extended Market ETF | 0.02% | 1,089 | $224K | Add +0.1% |
| SAIC Science Applications Inte | 0.02% | 2,360 | $224K | New |
| LNG Cheniere Energy Inc. | 0.02% | 789 | $224K | New |
| TFIN Triumph Financial Inc. | 0.02% | 3,725 | $222K | No change |
| BRO Brown & Brown Inc. | 0.02% | 3,393 | $221K | Add +13.2% |
| C Citigroup Inc. | 0.02% | 1,934 | $219K | Reduce -2.2% |
| SYK Stryker Corp. | 0.02% | 664 | $218K | Reduce -9.0% |
| RL Ralph Lauren Corp. | 0.02% | 621 | $214K | New |
| LEN Lennar Corp. Class A | 0.02% | 2,458 | $213K | Add +0.4% |
| AER Aercap Holdings NV | 0.02% | 1,555 | $213K | Reduce -24.3% |
| MSTR Strategy Inc. | 0.02% | 1,708 | $213K | No change |
| EQT Eqt Corp. | 0.02% | 3,320 | $211K | New |
| PNC PNC Financial Services Group | 0.02% | 1,009 | $210K | New |
| IYY iShares Dow Jones U.S. ETF | 0.02% | 1,324 | $210K | Reduce -0.4% |
| NEU Newmarket Corp. | 0.02% | 326 | $209K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 3,953 | $208K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.02% | 4,975 | $207K | New |
| STX Seagate Technology Holdings | 0.02% | 523 | $205K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 4,478 | $204K | New |
| IWY iShares Russell Top 200 Grow | 0.02% | 819 | $204K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 4,146 | $203K | New |
| AA Alcoa Corp. | 0.02% | 3,058 | $203K | New |
| KD Kyndryl Holdings Inc. | 0.02% | 14,338 | $188K | Add +63.0% |
| ETHE Grayscale Ethereum Staking E | 0.02% | 10,692 | $183K | Reduce -2.2% |
| RKT Rocket Cos Inc. Class A | 0.02% | 11,138 | $159K | Add +6.7% |
| SOFI Sofi Technologies Inc. | 0.01% | 8,550 | $136K | New |
| WEST Westrock Coffee Co. | 0.01% | 28,000 | $119K | Add +7.7% |
| CYH Community Health Systems Inc. | 0.01% | 39,000 | $115K | No change |
| ABEV Ambev SA-ADR | 0.01% | 19,000 | $55K | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 27,100 | $27K | No change |
| HRTX Heron Therapeutics Inc. | 0.00% | 18,900 | $15K | Add +81.7% |