| IVV iShares Core S&P 500 ETF | 7.86% | 208,786 | $143.0M | Add +2.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.02% | 1,432,023 | $73.1M | Add +0.8% |
| SCHR Schwab Intermediate-Term US | 3.95% | 2,867,615 | $71.9M | Add +8.3% |
| MEAR Ishrs Short Mat Muni Act ETF | 3.80% | 1,373,218 | $69.1M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.78% | 863,328 | $68.8M | Add +4.9% |
| DSTL Distillate US Fundamental St | 3.38% | 1,045,286 | $61.6M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 2.80% | 771,777 | $50.9M | Add +4.0% |
| SGOV iShares 0-3 Month Treasury B | 2.79% | 506,100 | $50.8M | Add +11.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.23% | 452,772 | $40.5M | Add +11.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.05% | 1,367,927 | $37.2M | Add +1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.93% | 699,992 | $35.2M | Add +6.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.85% | 746,700 | $33.8M | Add +8.0% |
| IJR iShares Core S&P Small-Cap E | 1.81% | 274,785 | $33.0M | Add +2.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.59% | 920,862 | $29.0M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 42,223 | $28.9M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 1.52% | 125,624 | $27.6M | Add +1.4% |
| VIGI Vanguard Int Div App Indx FD | 1.51% | 299,590 | $27.4M | Add +17.5% |
| AAPL Apple Inc. | 1.49% | 99,610 | $27.1M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 1.33% | 360,082 | $24.2M | Add +8.1% |
| JPST JPMorgan Ultra-Short Income | 1.29% | 460,712 | $23.4M | Add +132.2% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.27% | 639,617 | $23.1M | Add +11.1% |
| ICSH iShares Ultra Short Duration | 1.27% | 455,775 | $23.1M | Add +132.1% |
| MSFT Microsoft Corp. | 1.23% | 46,248 | $22.4M | Add +1.7% |
| RWK Invesco S&P Midcap 400 Rev | 1.14% | 164,309 | $20.8M | Add +3.3% |
| IAU iShares Gold Trust | 1.13% | 252,938 | $20.5M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 1.13% | 191,279 | $20.5M | Add +8.2% |
| NVDA Nvidia Corp. | 1.13% | 109,783 | $20.5M | Add +0.3% |
| JSMD Janus Small Mid Cap GR Alp | 1.08% | 241,490 | $19.7M | Add +2.9% |
| XLE SS Energy Select Sector | 1.01% | 412,584 | $18.4M | Reduce -1.7% |
| SCHO Schwab Short-Term US Treas | 0.90% | 671,112 | $16.4M | Add +12.9% |
| COMB Graniteshares Bcom Broad STR | 0.87% | 748,980 | $15.8M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 0.81% | 47,152 | $14.8M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.76% | 22,145 | $13.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.76% | 60,098 | $13.9M | Add +9.8% |
| DFNM Dimensional National Muni BD | 0.76% | 286,265 | $13.8M | Add +19.7% |
| GOOGL Alphabet Inc. Class A | 0.73% | 42,185 | $13.2M | Add +7.0% |
| DSMC Distillate S/M Cash Flow ETF | 0.68% | 348,238 | $12.4M | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 23,607 | $11.9M | Add +1.9% |
| AVGO Broadcom Inc. | 0.64% | 33,821 | $11.7M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 0.62% | 35,033 | $11.3M | Reduce -0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.58% | 183,602 | $10.6M | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 25,678 | $8.6M | Reduce -6.4% |
| META Meta Platforms Inc. Class A | 0.46% | 12,676 | $8.4M | Reduce -3.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.46% | 101,071 | $8.3M | Reduce -0.0% |
| RWL Invesco S&P 500 Revenue ETF | 0.45% | 71,003 | $8.1M | Reduce -1.3% |
| PKW Invesco Buyback Achievers Et | 0.44% | 59,999 | $8.1M | No change |
| PRF Invesco Rafi US 1000 ETF | 0.43% | 166,132 | $7.8M | Reduce -0.2% |
| MCK McKesson Corp. | 0.40% | 8,932 | $7.3M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.39% | 59,707 | $7.2M | Add +7.3% |
| V Visa Inc. Class A | 0.39% | 20,277 | $7.1M | Reduce -5.5% |
| JNJ Johnson & Johnson | 0.37% | 32,912 | $6.8M | Add +4.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.34% | 258,186 | $6.3M | Add +4.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.34% | 107,417 | $6.2M | Add +0.2% |
| CVX Chevron Corp. | 0.34% | 40,625 | $6.2M | Add +3.2% |
| LLY Eli Lilly & Co. | 0.34% | 5,713 | $6.1M | Add +2.9% |
| AXP American Express Co. | 0.34% | 16,522 | $6.1M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.32% | 75,591 | $5.8M | Add +3.0% |
| PGR Progressive Corp. | 0.31% | 25,123 | $5.7M | Add +4.9% |
| ADI Analog Devices Inc. | 0.31% | 21,059 | $5.7M | Add +3.1% |
| QCOM Qualcomm Inc. | 0.31% | 33,373 | $5.7M | Add +3.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.31% | 121,692 | $5.7M | Reduce -2.5% |
| MDY State Street SPDR S&P Midcap | 0.31% | 9,198 | $5.6M | Add +0.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 227,156 | $5.5M | Add +2.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 100,521 | $5.3M | Reduce -6.1% |
| AMGN Amgen Inc. | 0.27% | 14,845 | $4.9M | Add +10.0% |
| MA Mastercard Inc. Class A | 0.26% | 8,293 | $4.7M | Add +25.7% |
| AZO AutoZone Inc. | 0.25% | 1,361 | $4.6M | Add +0.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.24% | 223,906 | $4.4M | Reduce -4.6% |
| COST Costco Wholesale Corp. | 0.24% | 5,015 | $4.3M | Reduce -1.3% |
| EBAY eBay Inc. | 0.24% | 49,224 | $4.3M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.22% | 9,102 | $4.1M | Add +6.1% |
| JMUB JPMorgan Municipal ETF | 0.22% | 80,363 | $4.1M | Add +1.8% |
| MCD McDonald's Corp. | 0.22% | 13,260 | $4.1M | Add +3.4% |
| VGIT Vanguard Intermediate-Term T | 0.22% | 67,324 | $4.0M | Reduce -6.1% |
| ADP Automatic Data Processing | 0.21% | 14,696 | $3.8M | Add +4.3% |
| ACN Accenture PLC Class A | 0.21% | 14,170 | $3.8M | Add +14.9% |
| EA Electronic Arts Inc. | 0.21% | 18,463 | $3.8M | Add +2.4% |
| DHR Danaher Corp. | 0.21% | 16,400 | $3.8M | Add +14.8% |
| PG The Procter & Gamble Co. | 0.20% | 25,178 | $3.6M | Add +3.8% |
| USB US Bancorp | 0.20% | 66,914 | $3.6M | Add +0.1% |
| PNC PNC Financial Services Group | 0.20% | 17,227 | $3.6M | Add +1.3% |
| SPGI S&P Global Inc. | 0.19% | 6,734 | $3.5M | Add +6.8% |
| ABBV Abbvie Inc. | 0.19% | 15,355 | $3.5M | Reduce -1.6% |
| SYK Stryker Corp. | 0.19% | 9,911 | $3.5M | Add +1.4% |
| MPC Marathon Petroleum Corp. | 0.19% | 21,412 | $3.5M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.19% | 14,313 | $3.5M | Add +4.9% |
| KR Kroger Co. | 0.19% | 55,239 | $3.5M | Add +1.2% |
| PFE Pfizer Inc. | 0.19% | 138,491 | $3.4M | Add +8.3% |
| SCHW Schwab (charles) Corp. | 0.19% | 34,458 | $3.4M | Add +1.9% |
| GILD Gilead Sciences Inc. | 0.19% | 27,900 | $3.4M | Add +14.3% |
| ORCL Oracle Corp. | 0.19% | 17,518 | $3.4M | Reduce -30.6% |
| PEP Pepsico Inc. | 0.19% | 23,505 | $3.4M | Add +2.2% |
| ADBE Adobe Inc. | 0.19% | 9,642 | $3.4M | Add +6.9% |
| BKNG Booking Holdings Inc. | 0.18% | 625 | $3.3M | Add +12.2% |
| PANW Palo Alto Networks Inc. | 0.18% | 17,674 | $3.3M | Add +3.2% |
| NTRS Northern Trust Corp. | 0.17% | 23,001 | $3.2M | Add +0.9% |
| MDT Medtronic PLC | 0.17% | 32,573 | $3.2M | Add +2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 27,425 | $3.1M | Reduce -3.3% |
| CRM Salesforce Inc. | 0.17% | 11,568 | $3.1M | Add +9.8% |
| SCHP Schwab U.S. Tips ETF | 0.16% | 109,761 | $2.9M | Reduce -27.0% |
| APH Amphenol Corp. Class A | 0.15% | 20,691 | $2.8M | Reduce -4.8% |
| CSX CSX Corp. | 0.15% | 74,489 | $2.7M | Add +7.4% |
| EOG EOG Resources Inc. | 0.15% | 25,511 | $2.7M | Add +4.9% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 49,003 | $2.6M | Add +3.0% |
| SPEM State Street SP PTF Em ETF | 0.14% | 55,946 | $2.6M | Add +0.4% |
| DFAS Dimensional US Small Cap ETF | 0.14% | 37,239 | $2.6M | Reduce -3.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.14% | 100,868 | $2.6M | Add +7.3% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 26,391 | $2.5M | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.14% | 95,185 | $2.5M | Reduce -2.5% |
| PYPL PayPal Holdings Inc. | 0.14% | 43,231 | $2.5M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 4,000 | $2.5M | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 0.12% | 11,536 | $2.2M | Add +7.4% |
| CMCSA Comcast Corp. Class A | 0.12% | 73,671 | $2.2M | Add +15.4% |
| SGOL Abrdn Physical Gold Shares | 0.12% | 53,010 | $2.2M | Reduce -0.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.12% | 18,225 | $2.2M | No change |
| WMT Walmart Inc. | 0.12% | 19,056 | $2.1M | Add +3.1% |
| EFA iShares MSCI Eafe ETF | 0.12% | 22,071 | $2.1M | Reduce -3.3% |
| RTX RTX Corp. | 0.11% | 11,385 | $2.1M | Add +1.3% |
| NFLX Netflix Inc. | 0.11% | 21,936 | $2.1M | Reduce -16.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.11% | 84,510 | $2.0M | Add +12.7% |
| AMLP Alerian MLP ETF | 0.11% | 41,426 | $1.9M | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 4,102 | $1.9M | Reduce -6.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.10% | 81,967 | $1.8M | Add +15.0% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.10% | 42,649 | $1.8M | Add +0.0% |
| HD Home Depot Inc. | 0.10% | 5,040 | $1.7M | Reduce -18.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 5,583 | $1.7M | Add +1.5% |
| ABT Abbott Laboratories | 0.09% | 13,457 | $1.7M | Reduce -7.7% |
| SUSA iShares ESG Optimized MSCI U | 0.09% | 12,073 | $1.7M | Reduce -0.4% |
| ORLY O'reilly Automotive Inc. | 0.09% | 17,778 | $1.6M | Add +0.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,300 | $1.6M | No change |
| AMD Advanced Micro Devices | 0.09% | 7,386 | $1.6M | Add +3.1% |
| CAH Cardinal Health Inc. | 0.09% | 7,666 | $1.6M | Reduce -14.4% |
| MKL Markel Group Inc. | 0.08% | 714 | $1.5M | Add +3.8% |
| BSMQ Invesco Bulletshares 2026 MB | 0.08% | 64,664 | $1.5M | Reduce -1.3% |
| CHKP Check Point Software Tech | 0.08% | 8,048 | $1.5M | Add +20.3% |
| CAT Caterpillar Inc. | 0.08% | 2,576 | $1.5M | Add +0.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.08% | 31,160 | $1.5M | No change |
| TEL Te Connectivity PLC | 0.08% | 6,394 | $1.5M | Reduce -1.0% |
| VST Vistra Corp. | 0.08% | 8,942 | $1.4M | Add +37.0% |
| MRK Merck & Co. Inc. | 0.08% | 13,562 | $1.4M | Add +8.5% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 4,656 | $1.4M | Add +0.2% |
| MS Morgan Stanley | 0.08% | 8,079 | $1.4M | Add +1.7% |
| EQT Eqt Corp. | 0.08% | 26,640 | $1.4M | Reduce -12.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 25,798 | $1.4M | Add +3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 17,515 | $1.4M | No change |
| ISRG Intuitive Surgical Inc. | 0.08% | 2,456 | $1.4M | Add +66.2% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.08% | 29,916 | $1.4M | Reduce -6.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.07% | 19,078 | $1.3M | Add +0.2% |
| VDE Vanguard Energy ETF | 0.07% | 10,575 | $1.3M | Reduce -3.7% |
| EXPD Expeditors Intl Wash Inc. | 0.07% | 8,881 | $1.3M | Add +5.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 4,444 | $1.3M | Add +3.5% |
| FAST Fastenal Co. | 0.07% | 32,679 | $1.3M | Reduce -1.1% |
| DOCU Docusign Inc. | 0.07% | 18,483 | $1.3M | Add +3.0% |
| WFC Wells Fargo & Co. | 0.07% | 12,958 | $1.2M | Add +3.2% |
| ULTA Ulta Beauty Inc. | 0.07% | 1,985 | $1.2M | Add +2.9% |
| PM Philip Morris International | 0.07% | 7,358 | $1.2M | Reduce -4.4% |
| UNH Unitedhealth Group Inc. | 0.06% | 3,578 | $1.2M | Add +0.4% |
| LRCX Lam Research Corp. | 0.06% | 6,715 | $1.2M | Reduce -0.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.06% | 26,930 | $1.1M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.06% | 1,058 | $1.1M | Add +2.0% |
| LIN Linde PLC | 0.06% | 2,641 | $1.1M | Reduce -19.0% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 1,941 | $1.1M | Add +4.8% |
| ROST Ross Stores Inc. | 0.06% | 6,205 | $1.1M | Add +8.2% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 6,196 | $1.1M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 0.06% | 1,243 | $1.1M | Add +2.0% |
| DVY iShares Select Dividend ETF | 0.05% | 7,000 | $988K | No change |
| IT Gartner Inc. | 0.05% | 3,795 | $957K | Add +23.3% |
| LH Labcorp Holdings Inc. | 0.05% | 3,773 | $947K | Add +3.8% |
| MU Micron Technology Inc. | 0.05% | 3,269 | $933K | Add +4.4% |
| KO The Coca-Cola Co. | 0.05% | 13,321 | $931K | Add +45.5% |
| RGA Reinsurance Group of America | 0.05% | 4,559 | $928K | Add +2.1% |
| BLK BlackRock Inc. | 0.05% | 864 | $925K | Reduce -4.4% |
| CEG Constellation Energy | 0.05% | 2,574 | $909K | Add +1.1% |
| CR Crane Co. | 0.05% | 4,894 | $903K | Reduce -4.9% |
| AFG American Financial Group Inc. | 0.05% | 6,493 | $887K | Add +0.4% |
| DGRO iShares Core Dividend Growth | 0.05% | 12,579 | $873K | Reduce -9.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.05% | 41,023 | $868K | Add +25.4% |
| CPRT Copart Inc. | 0.05% | 22,119 | $866K | Reduce -11.1% |
| IWD iShares Russell 1000 Value E | 0.05% | 4,064 | $855K | Reduce -10.9% |
| UHS Universal Health Services-B | 0.05% | 3,859 | $841K | Add +1.6% |
| GEV GE Vernova Inc. | 0.05% | 1,269 | $829K | Reduce -0.7% |
| BRO Brown & Brown Inc. | 0.05% | 10,317 | $822K | Add +0.7% |
| RLI Rli Corp. | 0.04% | 12,706 | $813K | Add +6.7% |
| CB Chubb Ltd. | 0.04% | 2,595 | $812K | Add +15.6% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 13,000 | $812K | No change |
| ACGL Arch Capital Group Ltd. | 0.04% | 8,424 | $808K | Add +15.6% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 5,600 | $804K | No change |
| BA The Boeing Co. | 0.04% | 3,699 | $803K | Reduce -4.9% |
| APP AppLovin Corp. Class A | 0.04% | 1,177 | $793K | Reduce -1.3% |
| MCHP Microchip Technology Inc. | 0.04% | 12,424 | $792K | Add +12.9% |
| EEM iShares MSCI Emerging Market | 0.04% | 14,036 | $768K | Add +1.4% |
| C Citigroup Inc. | 0.04% | 6,457 | $753K | Add +1.7% |
| ESGU iShares ESG Aware MSCI USA | 0.04% | 5,048 | $752K | No change |
| NEE Nextera Energy Inc. | 0.04% | 9,365 | $752K | Add +2.9% |
| COF Capital One Financial Corp. | 0.04% | 3,099 | $751K | Add +1.0% |
| CDW CDW Corp. | 0.04% | 5,499 | $749K | Add +14.0% |
| BABA Alibaba Group Holding-SP ADR | 0.04% | 5,002 | $733K | Add +37.3% |
| JBL Jabil Inc. | 0.04% | 3,199 | $729K | Add +2.3% |
| BAH Booz Allen Hamilton Holdings | 0.04% | 8,601 | $726K | Add +14.1% |
| ELAN Elanco Animal Health Inc. | 0.04% | 31,753 | $719K | Reduce -3.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 1,566 | $710K | Add +7.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.04% | 27,461 | $704K | No change |
| EME Emcor Group Inc. | 0.04% | 1,146 | $701K | Add +4.0% |
| ANET Arista Networks Inc. | 0.04% | 5,307 | $695K | Reduce -4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 4,513 | $693K | Reduce -6.3% |
| ETN Eaton Corp. PLC | 0.04% | 2,176 | $693K | Reduce -4.2% |
| STLD Steel Dynamics Inc. | 0.04% | 4,066 | $691K | Add +4.0% |
| WSM Williams-Sonoma Inc. | 0.04% | 3,855 | $688K | Reduce -2.1% |
| RF Regions Financial Corp. | 0.04% | 25,151 | $688K | Add +3.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 5,794 | $673K | Add +0.9% |
| GD General Dynamics Corp. | 0.04% | 1,974 | $665K | Add +0.7% |
| TDG Transdigm Group Inc. | 0.04% | 499 | $664K | Add +2.9% |
| EXEL Exelixis Inc. | 0.04% | 14,884 | $652K | Reduce -3.2% |
| OMC Omnicom Group | 0.04% | 7,942 | $647K | Add +13.1% |
| VZ Verizon Communications Inc. | 0.04% | 15,838 | $645K | Add +3.2% |
| NVS Novartis AG-Sponsored ADR | 0.04% | 4,640 | $640K | Add +1.2% |
| FICO Fair Isaac Corp. | 0.03% | 375 | $634K | Add +3.6% |
| SFM Sprouts Farmers Market Inc. | 0.03% | 7,956 | $634K | Add +11.2% |
| AMAT Applied Materials Inc. | 0.03% | 2,435 | $626K | Add +3.0% |
| KLAC KLA Corp. | 0.03% | 508 | $617K | Add +1.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.03% | 7,078 | $599K | Add +0.0% |
| GLD SPDR Gold Shares | 0.03% | 1,503 | $596K | No change |
| MDLZ Mondelez International Inc. Class A | 0.03% | 10,895 | $592K | Add +24.8% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.03% | 6,331 | $585K | Add +0.0% |
| SBUX Starbucks Corp. | 0.03% | 6,916 | $582K | Add +54.3% |
| IWO iShares Russell 2000 Growth | 0.03% | 1,800 | $581K | New |
| COP Conocophillips | 0.03% | 6,191 | $580K | Add +1.0% |
| BSX Boston Scientific Corp. | 0.03% | 6,058 | $578K | Add +14.9% |
| TMHC Taylor Morrison Home Corp. | 0.03% | 9,794 | $577K | Add +4.4% |
| T AT&T Inc. | 0.03% | 22,995 | $571K | Reduce -18.7% |
| SHOP Shopify Inc. Class A | 0.03% | 3,485 | $561K | Add +1.2% |
| JCI Johnson Controls Internation | 0.03% | 4,660 | $560K | Add +1.3% |
| XPO Xpo Inc. | 0.03% | 4,097 | $557K | New |
| INTU Intuit Inc. | 0.03% | 822 | $545K | Add +9.4% |
| MUSA Murphy USA Inc. | 0.03% | 1,333 | $538K | Add +18.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 5,500 | $533K | New |
| CARR Carrier Global Corp. | 0.03% | 10,053 | $531K | Reduce -6.7% |
| CTAS Cintas Corp. | 0.03% | 2,822 | $531K | Add +9.0% |
| ICE Intercontinental Exchange Inc. | 0.03% | 3,253 | $527K | Reduce -1.9% |
| SAP Sap SE-Sponsored ADR | 0.03% | 2,122 | $515K | Add +4.7% |
| BNL Broadstone Net Lease Inc. | 0.03% | 29,128 | $514K | New |
| SYF Synchrony Financial | 0.03% | 6,118 | $510K | New |
| MO Altria Group Inc. | 0.03% | 8,682 | $510K | Reduce -20.0% |
| DVN Devon Energy Corp. | 0.03% | 13,883 | $509K | Reduce -6.4% |
| AEM Agnico Eagle Mines Ltd. | 0.03% | 2,961 | $502K | Reduce -1.4% |
| DBX Dropbox Inc. Class A | 0.03% | 17,716 | $493K | Add +11.8% |
| UNP Union Pacific Corp. | 0.03% | 2,109 | $488K | Reduce -8.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 9,582 | $488K | Add +26.3% |
| FOXA Fox Corp. Class A | 0.03% | 6,629 | $484K | New |
| UBER Uber Technologies Inc. | 0.03% | 5,924 | $484K | Reduce -2.3% |
| IYW iShares Ustechnology ETF | 0.03% | 2,407 | $481K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 2,373 | $478K | Add +2.4% |
| WM Waste Management Inc. | 0.03% | 2,164 | $475K | Add +56.7% |
| ING ING Groep N.V.-Sponsored ADR | 0.03% | 16,935 | $474K | Add +0.2% |
| FLEX Flex Ltd. | 0.03% | 7,804 | $472K | Add +1.6% |
| MET Metlife Inc. | 0.03% | 5,839 | $461K | Reduce -3.2% |
| HUBB Hubbell Inc. | 0.02% | 1,013 | $450K | Add +6.9% |
| DFIV Dimensional International Va | 0.02% | 9,004 | $449K | Add +0.5% |
| CDNS Cadence Design SYS Inc. | 0.02% | 1,432 | $448K | Reduce -0.6% |
| APO Apollo Global Management Inc. | 0.02% | 3,063 | $443K | Reduce -1.4% |
| UL Unilever PLC-Sponsored ADR | 0.02% | 6,777 | $443K | Reduce -7.8% |
| WELL Welltower Inc. | 0.02% | 2,386 | $443K | Add +4.8% |
| NEM Newmont Corp. | 0.02% | 4,433 | $443K | Add +0.7% |
| OKTA Okta Inc. | 0.02% | 5,100 | $441K | Add +10.0% |
| NOW ServiceNow Inc. | 0.02% | 2,870 | $440K | Reduce -21.7% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.02% | 5,638 | $436K | Add +2.9% |
| MLI Mueller Industries Inc. | 0.02% | 3,770 | $433K | New |
| GM General Motors Co. | 0.02% | 5,306 | $431K | Add +1.6% |
| NTAP Netapp Inc. | 0.02% | 4,023 | $431K | Add +3.4% |
| WMB Williams Cos Inc. | 0.02% | 7,117 | $428K | Reduce -1.0% |
| DECK Deckers Outdoor Corp. | 0.02% | 4,112 | $426K | Add +32.8% |
| VT Vanguard Tot World STK ETF | 0.02% | 3,000 | $423K | No change |
| GIS General Mills Inc. | 0.02% | 9,097 | $423K | Reduce -28.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 4,579 | $421K | Add +32.4% |
| URI United Rentals Inc. | 0.02% | 519 | $420K | Reduce -13.2% |
| HST Host Hotels & Resorts Inc. | 0.02% | 23,203 | $420K | Add +10.1% |
| TMUS T-Mobile US Inc. | 0.02% | 2,058 | $418K | Add +2.0% |
| INTC Intel Corp. | 0.02% | 11,245 | $415K | Add +12.1% |
| GDDY GoDaddy Inc. Class A | 0.02% | 3,328 | $413K | Add +15.9% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 26,031 | $413K | Reduce -0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 845 | $412K | New |
| ZM Zoom Communications Inc. | 0.02% | 4,767 | $411K | Add +22.7% |
| HCA HCA Healthcare Inc. | 0.02% | 881 | $411K | Add +13.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.02% | 16,260 | $410K | Add +0.2% |
| ELV Elevance Health Inc. | 0.02% | 1,162 | $407K | Add +27.4% |
| CL Colgate-Palmolive Co. | 0.02% | 5,096 | $403K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 8,981 | $401K | Add +0.1% |
| XLF SS Financial Select Sector | 0.02% | 7,310 | $400K | New |
| EXC Exelon Corp. | 0.02% | 9,175 | $400K | Add +4.4% |
| GNRC Generac Holdings Inc. | 0.02% | 2,927 | $399K | Add +3.9% |
| SCHD Schwab US DVD Equity ETF | 0.02% | 14,528 | $399K | Add +4.0% |
| ABFL Abacus FCF Leaders ETF | 0.02% | 5,544 | $396K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 4,363 | $390K | Reduce -4.0% |
| UPS United Parcel Service Class B | 0.02% | 3,927 | $390K | New |
| MGEE Mge Energy Inc. | 0.02% | 4,960 | $389K | Reduce -2.7% |
| GUNR NT Mstar GLBL NR ETF | 0.02% | 8,467 | $388K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 4,635 | $384K | No change |
| GGG Graco Inc. | 0.02% | 4,671 | $383K | Add +5.5% |
| SCHF Schwab Intl Equity ETF | 0.02% | 15,859 | $381K | No change |
| SHEL Shell PLC-ADR | 0.02% | 5,188 | $381K | Reduce -0.7% |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 0.02% | 40,145 | $379K | Add +49.7% |
| QLYS Qualys Inc. | 0.02% | 2,816 | $374K | Add +22.4% |
| BX Blackstone Inc. | 0.02% | 2,425 | $374K | Reduce -2.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.02% | 5,149 | $369K | Reduce -0.0% |
| FDX FedEx Corp. | 0.02% | 1,264 | $367K | Add +34.3% |
| AER Aercap Holdings NV | 0.02% | 2,546 | $366K | Add +0.6% |
| TTE Totalenergies SE | 0.02% | 5,549 | $363K | Reduce -8.4% |
| TPR Tapestry Inc. | 0.02% | 2,825 | $361K | Reduce -0.7% |
| PINS Pinterest Inc. Class A | 0.02% | 13,783 | $357K | Add +8.1% |
| SPOT Spotify Technology SA | 0.02% | 612 | $355K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 13,914 | $353K | No change |
| CROX Crocs Inc. | 0.02% | 4,064 | $348K | New |
| APA Apa Corp. | 0.02% | 14,084 | $344K | Reduce -0.4% |
| CVS CVS Health Corp. | 0.02% | 4,308 | $342K | Add +1.8% |
| FISV Fiserv Inc. | 0.02% | 5,050 | $339K | Add +24.5% |
| ANF Abercrombie & Fitch Co. Class A | 0.02% | 2,679 | $337K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 1,302 | $336K | No change |
| CSL Carlisle Cos Inc. | 0.02% | 1,044 | $334K | Add +7.8% |
| REGN Regeneron Pharmaceuticals | 0.02% | 432 | $333K | Add +19.0% |
| CNR Core Natural Resources Inc. | 0.02% | 3,738 | $331K | Add +1.1% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.02% | 4,195 | $330K | Add +2.8% |
| PH Parker Hannifin Corp. | 0.02% | 374 | $329K | Add +6.0% |
| STX Seagate Technology Holdings | 0.02% | 1,188 | $328K | Add +0.4% |
| HDB HDFC Bank Ltd.-ADR | 0.02% | 8,936 | $327K | Add +31.8% |
| FCX Freeport-McMoran Inc. | 0.02% | 6,420 | $326K | Add +10.2% |
| DUK Duke Energy Corp. | 0.02% | 2,777 | $325K | Reduce -5.0% |
| EW Edwards Lifesciences Corp. | 0.02% | 3,804 | $324K | Add +12.7% |
| SWKS Skyworks Solutions Inc. | 0.02% | 5,099 | $323K | Add +9.3% |
| NKE Nike Inc. Class B | 0.02% | 5,026 | $323K | Reduce -13.8% |
| JLL Jones Lang Lasalle Inc. | 0.02% | 956 | $322K | Reduce -0.2% |
| VRSK Verisk Analytics Inc. | 0.02% | 1,419 | $317K | Add +28.9% |
| SONY Sony Group Corp. - SP ADR | 0.02% | 12,190 | $312K | Reduce -16.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.02% | 1,071 | $308K | Add +10.2% |
| OC Owens Corning | 0.02% | 2,719 | $304K | Add +22.2% |
| CI The Cigna Group | 0.02% | 1,104 | $304K | Add +20.4% |
| SPG Simon Property Group Inc. | 0.02% | 1,631 | $302K | Add +1.1% |
| SO The Southern Co. | 0.02% | 3,448 | $301K | Reduce -25.2% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.02% | 13,657 | $299K | New |
| ECL Ecolab Inc. | 0.02% | 1,135 | $299K | Reduce -0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 4,060 | $299K | Add +9.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.02% | 7,718 | $299K | Add +7.5% |
| BIIB Biogen Inc. | 0.02% | 1,684 | $296K | Add +6.9% |
| WDC Western Digital Corp. | 0.02% | 1,709 | $294K | Add +2.0% |
| RPM RPM International Inc. | 0.02% | 2,829 | $294K | Add +0.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 22,395 | $294K | Reduce -7.3% |
| MELI MercadoLibre Inc. | 0.02% | 145 | $292K | Add +4.3% |
| TRV The Travelers Cos Inc. | 0.02% | 1,005 | $292K | Reduce -13.0% |
| CPNG Coupang Inc. | 0.02% | 12,169 | $287K | Reduce -7.0% |
| OTIS Otis Worldwide Corp. | 0.02% | 3,272 | $286K | Reduce -13.5% |
| LMT Lockheed Martin Corp. | 0.02% | 590 | $285K | New |
| CME Cme Group Inc. | 0.02% | 1,034 | $282K | Add +32.4% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 2,275 | $280K | Add +0.0% |
| O Realty Income Corp. | 0.02% | 4,933 | $279K | Reduce -2.9% |
| AMT American Tower Corp. | 0.02% | 1,552 | $276K | Add +1.2% |
| DE Deere & Co. | 0.02% | 589 | $275K | Add +4.6% |
| GEHC GE Healthcare Technology | 0.02% | 3,350 | $275K | Add +0.4% |
| ALL Allstate Corp. | 0.02% | 1,309 | $274K | Reduce -32.6% |
| ADSK Autodesk Inc. | 0.01% | 917 | $271K | Add +2.3% |
| FIX Comfort Systems USA Inc. | 0.01% | 288 | $269K | Reduce -4.0% |
| AMP Ameriprise Financial Inc. | 0.01% | 548 | $269K | Reduce -3.7% |
| COR Cencora Inc. | 0.01% | 794 | $268K | Add +7.6% |
| TTC Toro Co. | 0.01% | 3,384 | $268K | Add +3.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.01% | 9,276 | $268K | No change |
| HLN Haleon PLC-ADR | 0.01% | 26,446 | $267K | Add +12.8% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.01% | 12,079 | $265K | No change |
| PLD Prologis Inc. | 0.01% | 2,052 | $262K | Add +8.6% |
| MCO Moody's Corp. | 0.01% | 512 | $262K | Add +9.4% |
| LNT Alliant Energy Corp. | 0.01% | 3,998 | $260K | Reduce -0.3% |
| TT Trane Technologies PLC | 0.01% | 664 | $258K | Reduce -0.1% |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 11,483 | $258K | No change |
| LEN Lennar Corp. Class A | 0.01% | 2,508 | $258K | Reduce -7.5% |
| CALM Cal-Maine Foods Inc. | 0.01% | 3,235 | $257K | New |
| EPD Enterprise Products Partners | 0.01% | 8,000 | $256K | Reduce -23.8% |
| HON Honeywell International Inc. | 0.01% | 1,305 | $255K | Reduce -35.8% |
| BTI British American Tob-SP ADR | 0.01% | 4,420 | $254K | Add +6.8% |
| D Dominion Energy Inc. | 0.01% | 4,299 | $252K | Add +0.8% |
| RWM Proshares Short RUSSELL2000 | 0.01% | 15,346 | $251K | Add +49.7% |
| MAR Marriott International Class A | 0.01% | 809 | $251K | New |
| TXN Texas Instruments Inc. | 0.01% | 1,432 | $248K | New |
| AEP American Electric Power | 0.01% | 2,151 | $248K | Add +3.5% |
| NET Cloudflare Inc. Class A | 0.01% | 1,255 | $247K | Add +6.8% |
| IQV Iqvia Holdings Inc. | 0.01% | 1,094 | $247K | Reduce -1.2% |
| IR Ingersoll-Rand Inc. | 0.01% | 3,071 | $243K | Add +8.5% |
| BXP BXP Inc. | 0.01% | 3,594 | $243K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 1,130 | $242K | New |
| QRVO Qorvo Inc. | 0.01% | 2,844 | $240K | Reduce -1.3% |
| PWR Quanta Services Inc. | 0.01% | 567 | $239K | Add +3.7% |
| HAL Halliburton Co. | 0.01% | 8,460 | $239K | New |
| VMC Vulcan Materials Co. | 0.01% | 832 | $237K | No change |
| ICLR Icon PLC | 0.01% | 1,293 | $236K | Reduce -1.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 840 | $235K | Reduce -25.3% |
| MMM 3M Co. | 0.01% | 1,463 | $234K | Add +1.9% |
| DASH DoorDash Inc. Class A | 0.01% | 1,028 | $233K | Reduce -16.4% |
| NOC Northrop Grumman Corp. | 0.01% | 408 | $233K | Reduce -3.1% |
| SE Sea Ltd.-ADR | 0.01% | 1,820 | $232K | Add +1.1% |
| MTSI Macom Technology Solutions H | 0.01% | 1,353 | $232K | New |
| RRX Regal Rexnord Corp. | 0.01% | 1,634 | $230K | Add +1.0% |
| MPWR Monolithic Power Systems Inc. | 0.01% | 253 | $230K | Add +4.1% |
| VLO Valero Energy Corp. | 0.01% | 1,408 | $229K | Add +1.2% |
| HWM Howmet Aerospace Inc. | 0.01% | 1,110 | $228K | Add +0.5% |
| DNOW Dnow Inc. | 0.01% | 17,059 | $226K | New |
| FTNT Fortinet Inc. | 0.01% | 2,822 | $224K | Add +2.7% |
| AIG American International Group | 0.01% | 2,617 | $224K | New |
| CMI Cummins Inc. | 0.01% | 438 | $224K | New |
| CBRE CBRE Group Inc. Class A | 0.01% | 1,389 | $223K | Add +2.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.01% | 11,259 | $222K | No change |
| CRH CRH PLC | 0.01% | 1,779 | $222K | New |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 1,590 | $221K | Reduce -5.1% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 753 | $221K | Reduce -4.0% |
| GWW WW Grainger Inc. | 0.01% | 219 | $221K | Reduce -14.1% |
| RSG Republic Services Inc. | 0.01% | 1,025 | $217K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 2,216 | $217K | Reduce -16.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 1,128 | $215K | No change |
| SCMB Schwab Municipal Bond ETF | 0.01% | 8,349 | $215K | No change |
| WBD Warner Bros Discovery Inc. | 0.01% | 7,449 | $215K | New |
| ES Eversource Energy | 0.01% | 3,153 | $212K | Reduce -7.8% |
| XYL Xylem Inc. | 0.01% | 1,554 | $212K | Reduce -1.0% |
| CIEN Ciena Corp. | 0.01% | 903 | $211K | New |
| SPIP SS SPDR P Tips ETF | 0.01% | 7,997 | $208K | Reduce -34.3% |
| ITW Illinois Tool Works | 0.01% | 836 | $207K | Reduce -31.9% |
| SNOW Snowflake Inc. | 0.01% | 939 | $206K | New |
| EMR Emerson Electric Co. | 0.01% | 1,543 | $205K | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.01% | 6,812 | $203K | Reduce -1.4% |
| FIS Fidelity National Info Serv | 0.01% | 3,041 | $202K | New |
| EPP iShares MSCI Pacific Ex Japa | 0.01% | 4,000 | $202K | No change |
| ETR Entergy Corp. | 0.01% | 2,184 | $202K | Add +1.1% |
| FBT First Trust Nyse Arca Biotec | 0.01% | 975 | $201K | New |
| HOOD Robinhood Markets Inc. Class A | 0.01% | 1,778 | $201K | Add +3.7% |
| FANG Diamondback Energy Inc. | 0.01% | 1,337 | $201K | New |
| NSC Norfolk Southern Corp. | 0.01% | 695 | $201K | Add +3.6% |
| GLW Corning Inc. | 0.01% | 2,285 | $200K | New |
| ASX Ase Technology Holding -ADR | 0.01% | 10,264 | $165K | New |
| UMC United Microelectron-SP ADR | 0.01% | 20,804 | $164K | New |
| FLO Flowers Foods Inc. | 0.01% | 15,008 | $163K | New |
| SAN Banco Santander SA-Spon ADR | 0.01% | 12,378 | $145K | Add +2.4% |
| RIG Transocean Ltd. | 0.01% | 34,585 | $143K | Add +0.4% |
| WIT Wipro Ltd.-ADR | 0.01% | 48,453 | $138K | New |
| IMRX Immuneering Corp. Class A | 0.01% | 20,000 | $132K | No change |
| LPL LG Display Co. Ltd.-ADR | 0.00% | 15,382 | $65K | Add +8.3% |
| BTE Baytex Energy Corp. | 0.00% | 12,498 | $41K | No change |