| SCHZ Schwab US Aggregate Bond ETF | 5.61% | 694,514 | $16.3M | Add +4.0% |
| AAPL Apple Inc. | 4.82% | 54,940 | $14.0M | Add +2.0% |
| VIGI Vanguard Int Div App Indx FD | 3.72% | 119,455 | $10.8M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 3.69% | 127,777 | $10.7M | Add +2.8% |
| MSFT Microsoft Corp. | 3.50% | 19,422 | $10.1M | Reduce -0.6% |
| VCLT Vanguard Long-Term Corp. Bond | 3.36% | 125,873 | $9.7M | Add +5.3% |
| SPEM State Street SP PTF Em ETF | 3.07% | 188,699 | $8.9M | Add +18.3% |
| DVYE iShares Emerging Markets Div | 2.56% | 252,891 | $7.4M | Reduce -0.7% |
| CRM Salesforce Inc. | 2.13% | 25,143 | $6.2M | Reduce -0.3% |
| MCD McDonald's Corp. | 1.79% | 17,679 | $5.2M | Reduce -0.8% |
| SPSB SS SPDR P St C Corp. ETF | 1.64% | 157,106 | $4.7M | Add +2.7% |
| NVDA Nvidia Corp. | 1.60% | 24,094 | $4.6M | Reduce -1.8% |
| CINF Cincinnati Financial Corp. | 1.53% | 27,358 | $4.4M | Reduce -1.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.28% | 40,390 | $3.7M | Add +12.3% |
| AMZN Amazon.com Inc. | 1.13% | 14,414 | $3.3M | Add +14.9% |
| SCHG Schwab US Large-Cap Growth | 1.11% | 99,144 | $3.2M | Reduce -2.7% |
| SCHP Schwab U.S. Tips ETF | 1.04% | 112,450 | $3.0M | Add +5.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.01% | 54,468 | $2.9M | Reduce -2.8% |
| BIBL Inspire 100 ETF | 1.01% | 65,387 | $2.9M | Add +2.6% |
| TSLA Tesla Inc. | 0.93% | 6,181 | $2.7M | Reduce -10.3% |
| IAGG iShares Intl Aggregate Bond | 0.92% | 51,754 | $2.7M | Add +13.4% |
| SHW The Sherwin-Williams Co. | 0.87% | 7,548 | $2.5M | Reduce -5.4% |
| BIV Vanguard Intermediate-Term B | 0.86% | 32,168 | $2.5M | Reduce -7.9% |
| JMIA Jumia Technologies AG-ADR | 0.82% | 185,350 | $2.4M | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.79% | 7,412 | $2.3M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.77% | 3,060 | $2.2M | Reduce -10.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 4,312 | $2.1M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 0.73% | 6,896 | $2.1M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.69% | 8,307 | $2.0M | Reduce -16.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.62% | 13,080 | $1.8M | Reduce -2.7% |
| WMT Walmart Inc. | 0.59% | 16,878 | $1.7M | Reduce -4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 2,546 | $1.7M | Add +14.2% |
| SCHX Schwab US Large-Cap ETF | 0.58% | 63,580 | $1.7M | Add +92.0% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 29,365 | $1.6M | Reduce -12.8% |
| XOM Exxon Mobil Corp. | 0.55% | 14,109 | $1.6M | Add +5.0% |
| RDDT Reddit Inc. Class A | 0.55% | 7,485 | $1.6M | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.53% | 5,062 | $1.5M | Reduce -1.4% |
| JPST JPMorgan Ultra-Short Income | 0.51% | 29,227 | $1.5M | Add +129.1% |
| EELV Invesco S&P Emerging Markets | 0.49% | 53,128 | $1.4M | Reduce -14.7% |
| DFP Flaherty & Crumrine DYN Pref | 0.48% | 63,618 | $1.4M | Reduce -3.8% |
| SCHF Schwab Intl Equity ETF | 0.47% | 58,511 | $1.4M | Add +158.5% |
| GOOG Alphabet Inc. Class C | 0.47% | 5,666 | $1.4M | Add +5.1% |
| WFC Wells Fargo & Co. | 0.46% | 16,853 | $1.3M | Add +2.3% |
| V Visa Inc. Class A | 0.46% | 3,820 | $1.3M | Reduce -7.0% |
| LAC Lithium Americas Corp. | 0.45% | 163,824 | $1.3M | Reduce -11.1% |
| BDX Becton Dickinson and Co. | 0.44% | 6,737 | $1.3M | Add +8.1% |
| PM Philip Morris International | 0.44% | 8,054 | $1.3M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.44% | 3,439 | $1.3M | Add +172.3% |
| MDT Medtronic PLC | 0.43% | 12,895 | $1.3M | Reduce -4.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.43% | 11,832 | $1.2M | Reduce -16.6% |
| KO The Coca-Cola Co. | 0.41% | 17,792 | $1.2M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 3,567 | $1.2M | Reduce -11.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 5,622 | $1.2M | Reduce -7.7% |
| AXP American Express Co. | 0.40% | 3,554 | $1.2M | Add +3.3% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 3,823 | $1.1M | Add +3.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.38% | 21,716 | $1.1M | Reduce -1.1% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.36% | 33,401 | $1.1M | Reduce -5.6% |
| AVGO Broadcom Inc. | 0.35% | 2,968 | $1.0M | Reduce -12.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 3,546 | $1.0M | Reduce -2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 3,925 | $1.0M | Reduce -42.1% |
| PG The Procter & Gamble Co. | 0.34% | 6,497 | $980K | Add +4.3% |
| SYY Sysco Corp. | 0.33% | 12,355 | $970K | Add +8.7% |
| ETR Entergy Corp. | 0.33% | 10,131 | $969K | Add +7.0% |
| CTA Simplify Managed Futures St | 0.33% | 34,050 | $968K | Add +82.1% |
| ENB Enbridge Inc. | 0.33% | 20,175 | $968K | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 4,391 | $953K | Add +89.2% |
| CMCSA Comcast Corp. Class A | 0.32% | 30,779 | $936K | Add +12.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.32% | 34,413 | $921K | Reduce -2.7% |
| LOW Lowe's Cos Inc. | 0.31% | 3,875 | $909K | Reduce -9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,478 | $904K | Reduce -27.8% |
| DUK Duke Energy Corp. | 0.31% | 7,149 | $892K | Reduce -0.2% |
| GD General Dynamics Corp. | 0.30% | 2,575 | $879K | Reduce -10.1% |
| JNJ Johnson & Johnson | 0.30% | 4,590 | $875K | Reduce -13.7% |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,403 | $866K | Reduce -15.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 2,849 | $855K | Add +9.2% |
| SLV iShares Silver Trust | 0.29% | 19,084 | $853K | Add +6.0% |
| CAT Caterpillar Inc. | 0.29% | 1,712 | $849K | Reduce -10.4% |
| GPC Genuine Parts Co. | 0.29% | 6,449 | $847K | Reduce -4.8% |
| MOS The Mosaic Co. | 0.29% | 24,721 | $827K | Add +0.2% |
| IBKR Interactive Brokers Gro Class A | 0.28% | 11,125 | $808K | Add +6.2% |
| APD Air Products & Chemicals Inc. | 0.28% | 3,033 | $804K | Reduce -7.1% |
| OMC Omnicom Group | 0.28% | 10,322 | $801K | Add +55.9% |
| ABBV Abbvie Inc. | 0.27% | 3,381 | $778K | Reduce -10.6% |
| SPHY SS SPDR P High Yield ETF | 0.26% | 32,033 | $758K | Reduce -29.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 2,576 | $755K | Reduce -27.0% |
| DFAC Dimensional US Core Equity 2 | 0.26% | 19,221 | $743K | Reduce -25.2% |
| GSK GSK PLC-Spon ADR | 0.26% | 17,083 | $742K | Add +9.3% |
| MUNI PIMCO Intermediate Municipal | 0.25% | 13,903 | $727K | Reduce -6.4% |
| HWM Howmet Aerospace Inc. | 0.24% | 3,750 | $708K | No change |
| ORCL Oracle Corp. | 0.24% | 2,364 | $703K | Reduce -36.3% |
| ITW Illinois Tool Works | 0.24% | 2,802 | $696K | Reduce -22.0% |
| ADP Automatic Data Processing | 0.24% | 2,419 | $692K | Reduce -14.4% |
| LAMR Lamar Advertising Co. Class A | 0.23% | 5,714 | $676K | Add +8.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.23% | 5,918 | $674K | Add +16.9% |
| CVX Chevron Corp. | 0.23% | 4,395 | $669K | Add +16.3% |
| NDSN Nordson Corp. | 0.23% | 2,829 | $660K | Add +3.4% |
| LLY Eli Lilly & Co. | 0.23% | 765 | $654K | Add +7.1% |
| FTLS First Trust Long/Short Eqty | 0.22% | 9,421 | $652K | Add +66.5% |
| PNR Pentair PLC | 0.22% | 5,809 | $634K | Reduce -10.6% |
| ES Eversource Energy | 0.21% | 8,466 | $613K | Add +3.2% |
| SBUX Starbucks Corp. | 0.21% | 7,677 | $612K | Add +2.2% |
| PZA Invesco National Amt-Free Mu | 0.21% | 26,340 | $610K | Reduce -13.1% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 9,993 | $604K | Add +24.4% |
| CAH Cardinal Health Inc. | 0.21% | 3,826 | $601K | Reduce -2.6% |
| FRT Federal Realty Invs Trust | 0.21% | 6,105 | $600K | Add +9.5% |
| EMR Emerson Electric Co. | 0.20% | 4,533 | $593K | Reduce -10.7% |
| ALB Albemarle Corp. | 0.20% | 6,146 | $592K | Reduce -23.0% |
| FMB First Trust Managed Municipa | 0.20% | 11,621 | $591K | No change |
| DTD Wisdomtree US Total Dividend | 0.20% | 6,963 | $582K | Reduce -21.6% |
| VZ Verizon Communications Inc. | 0.20% | 13,987 | $571K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.20% | 1,005 | $568K | Reduce -14.2% |
| LYG Lloyds Banking Group PLC-ADR | 0.19% | 125,775 | $561K | Reduce -6.6% |
| BLK BlackRock Inc. | 0.19% | 478 | $558K | Reduce -24.1% |
| ISMD Inspire Small/Mid Cap ETF | 0.19% | 14,481 | $557K | Reduce -9.4% |
| BKNG Booking Holdings Inc. | 0.19% | 107 | $556K | Reduce -17.1% |
| LIN Linde PLC | 0.19% | 1,198 | $550K | Reduce -11.3% |
| CTAS Cintas Corp. | 0.19% | 2,858 | $549K | Reduce -5.7% |
| BITB Bitwise Bitcoin ETF | 0.19% | 8,297 | $546K | Add +18.2% |
| CSCO Cisco Systems Inc. | 0.18% | 7,608 | $535K | Reduce -18.2% |
| AMT American Tower Corp. | 0.18% | 2,825 | $528K | Add +12.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.18% | 7,938 | $527K | Add +14.1% |
| AFL Aflac Inc. | 0.18% | 4,734 | $526K | Reduce -9.9% |
| HD Home Depot Inc. | 0.18% | 1,390 | $525K | Add +4.8% |
| IVV iShares Core S&P 500 ETF | 0.18% | 777 | $524K | Reduce -53.6% |
| SCHW Schwab (charles) Corp. | 0.18% | 5,572 | $524K | Reduce -3.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.18% | 7,868 | $524K | Reduce -16.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.18% | 21,012 | $522K | Reduce -7.7% |
| ICVT iShares Convertible Bond ETF | 0.18% | 5,020 | $513K | Add +68.5% |
| PEP Pepsico Inc. | 0.18% | 3,505 | $507K | Reduce -9.9% |
| FIS Fidelity National Info Serv | 0.17% | 7,297 | $500K | Add +74.1% |
| ATO Atmos Energy Corp. | 0.17% | 2,825 | $492K | Reduce -13.2% |
| ABT Abbott Laboratories | 0.17% | 3,683 | $491K | Reduce -9.0% |
| PPG PPG Industries Inc. | 0.17% | 4,923 | $490K | Reduce -1.8% |
| ECL Ecolab Inc. | 0.17% | 1,761 | $480K | Reduce -12.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.17% | 4,543 | $478K | Reduce -12.5% |
| WEC WEC Energy Group Inc. | 0.16% | 4,058 | $462K | Add +6.2% |
| AMGN Amgen Inc. | 0.16% | 1,564 | $462K | Add +1.6% |
| DOV Dover Corp. | 0.16% | 2,832 | $461K | Reduce -8.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.16% | 986 | $458K | Reduce -34.0% |
| AOS Smith (a.o.) Corp. | 0.16% | 6,554 | $456K | Reduce -19.1% |
| BND Vanguard Total Bond Market | 0.16% | 6,113 | $454K | Reduce -12.2% |
| GLD SPDR Gold Shares | 0.16% | 1,237 | $452K | Add +2.4% |
| PFE Pfizer Inc. | 0.15% | 17,784 | $449K | Add +4.4% |
| PGR Progressive Corp. | 0.15% | 1,852 | $448K | Reduce -8.0% |
| COP Conocophillips | 0.15% | 4,851 | $446K | Add +8.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.15% | 458 | $444K | Reduce -6.0% |
| NUE Nucor Corp. | 0.15% | 3,190 | $441K | Reduce -14.9% |
| SCHA Schwab US Small-Cap ETF | 0.15% | 15,481 | $436K | Reduce -16.2% |
| GEV GE Vernova Inc. | 0.15% | 686 | $435K | Add +8.5% |
| IBIT iShares Bitcoin Trust ETF | 0.15% | 6,320 | $434K | Add +99.2% |
| BRO Brown & Brown Inc. | 0.15% | 4,490 | $434K | Reduce -0.4% |
| NEE Nextera Energy Inc. | 0.15% | 5,157 | $430K | Reduce -22.4% |
| CB Chubb Ltd. | 0.15% | 1,504 | $428K | Reduce -9.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.15% | 4,483 | $425K | Reduce -8.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 7,446 | $424K | Reduce -2.2% |
| SPGI S&P Global Inc. | 0.14% | 856 | $418K | Reduce -14.1% |
| BTC Grayscale Bitcoin Mini ETF | 0.14% | 4,970 | $414K | Add +2.2% |
| HII Huntington Ingalls Industrie | 0.14% | 1,442 | $413K | Reduce -0.6% |
| RTX RTX Corp. | 0.14% | 2,537 | $411K | Reduce -0.6% |
| AMAT Applied Materials Inc. | 0.14% | 1,859 | $410K | Add +37.7% |
| SHYD Vaneck SH Hi YLD Muni | 0.14% | 17,909 | $408K | Reduce -0.7% |
| MUB iShares National Muni Bond E | 0.14% | 3,804 | $405K | Reduce -1.0% |
| ROP Roper Technologies Inc. | 0.14% | 775 | $404K | Reduce -8.3% |
| UPS United Parcel Service Class B | 0.14% | 4,691 | $400K | Add +6.5% |
| O Realty Income Corp. | 0.14% | 6,735 | $397K | Reduce -15.1% |
| CHD Church & Dwight Co. Inc. | 0.13% | 4,426 | $390K | Reduce -7.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.13% | 7,696 | $389K | Add +27.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.13% | 1,549 | $389K | New |
| MMM 3M Co. | 0.13% | 2,520 | $384K | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.13% | 409 | $384K | Add +12.4% |
| ED Consolidated Edison Inc. | 0.13% | 3,776 | $382K | Reduce -12.5% |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 2,740 | $381K | Reduce -2.0% |
| CAG Conagra Brands Inc. | 0.13% | 20,362 | $377K | No change |
| LW Lamb Weston Holdings Inc. | 0.13% | 5,787 | $374K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.13% | 2,883 | $368K | Reduce -33.6% |
| TXN Texas Instruments Inc. | 0.13% | 2,048 | $367K | Add +26.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 753 | $366K | New |
| MCK McKesson Corp. | 0.13% | 478 | $362K | Add +14.9% |
| LDOS Leidos Holdings Inc. | 0.12% | 1,846 | $358K | Reduce -4.3% |
| IOO iShares Global 100 ETF | 0.12% | 2,947 | $358K | No change |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.12% | 18,570 | $357K | Reduce -1.7% |
| EXPD Expeditors Intl Wash Inc. | 0.12% | 3,039 | $354K | Reduce -15.0% |
| ETN Eaton Corp. PLC | 0.12% | 935 | $353K | Add +3.1% |
| FDLS Inspire Fidelis Multi Factor | 0.12% | 10,213 | $351K | New |
| IMCG iShares Morningstar Mid-Cap | 0.12% | 4,195 | $348K | Add +4.2% |
| ESS Essex Property Trust Inc. | 0.12% | 1,315 | $346K | Reduce -9.0% |
| ADM Archer-Daniels-Midland Co. | 0.12% | 5,669 | $345K | Reduce -24.6% |
| PROSHARES ULTRA BLOOMBERG NA | 0.12% | 11,924 | $342K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.12% | 4,319 | $341K | Add +13.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 6,849 | $341K | Add +7.0% |
| CL Colgate-Palmolive Co. | 0.12% | 4,352 | $341K | Reduce -11.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.12% | 1,968 | $340K | Add +18.6% |
| MSTR Strategy Inc. | 0.12% | 1,048 | $336K | Add +8.8% |
| PEY Invesco High Yield Equity Di | 0.12% | 15,960 | $334K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.11% | 738 | $325K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 4,088 | $322K | Reduce -11.8% |
| AMCR Amcor PLC | 0.11% | 40,589 | $319K | Reduce -10.6% |
| SCHO Schwab Short-Term US Treas | 0.11% | 13,034 | $318K | Reduce -17.8% |
| ADI Analog Devices Inc. | 0.11% | 1,323 | $315K | Add +3.9% |
| HUBB Hubbell Inc. | 0.11% | 741 | $310K | Add +0.8% |
| CLX Clorox Company | 0.11% | 2,564 | $310K | Reduce -11.0% |
| TEUCRIUM WHEAT FUND | 0.11% | 75,355 | $308K | Add +145.5% |
| ERIE Erie Indemnity Company Class A | 0.11% | 957 | $308K | Reduce -15.1% |
| KMB Kimberly-Clark Corp. | 0.11% | 2,559 | $308K | Reduce -12.3% |
| BEN Franklin Templeton Inc. | 0.11% | 13,094 | $308K | Reduce -19.1% |
| NVS Novartis AG-Sponsored ADR | 0.11% | 2,339 | $307K | Add +1.5% |
| WST West Pharmaceutical Services | 0.11% | 1,167 | $306K | Reduce -24.6% |
| EIX Edison International | 0.10% | 5,561 | $300K | Add +9.6% |
| ETHV Vaneck Ethereum ETF | 0.10% | 4,702 | $299K | New |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | 0.10% | 14,800 | $296K | New |
| KVUE Kenvue Inc. | 0.10% | 17,573 | $296K | Reduce -3.5% |
| NET Cloudflare Inc. Class A | 0.10% | 1,337 | $295K | No change |
| ELV Elevance Health Inc. | 0.10% | 819 | $293K | Add +8.5% |
| MRSH Marsh & McLennan Cos | 0.10% | 1,415 | $293K | Reduce -24.2% |
| RSG Republic Services Inc. | 0.10% | 1,284 | $285K | Reduce -21.7% |
| LMT Lockheed Martin Corp. | 0.10% | 561 | $285K | Add +11.5% |
| FMAO Farmers & Merchants Banco | 0.10% | 11,607 | $285K | No change |
| VYM Vanguard High DVD Yield ETF | 0.10% | 2,019 | $283K | No change |
| MRK Merck & Co. Inc. | 0.10% | 3,174 | $278K | Add +4.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.10% | 2,633 | $278K | Reduce -23.9% |
| NFLX Netflix Inc. | 0.10% | 224 | $276K | Add +1.8% |
| IDLV Invesco S&P International DE | 0.09% | 8,271 | $273K | Reduce -26.5% |
| TGT Target Corp. | 0.09% | 3,040 | $272K | Reduce -15.3% |
| FAST Fastenal Co. | 0.09% | 5,732 | $268K | Reduce -29.1% |
| INDA iShares MSCI India ETF | 0.09% | 5,047 | $267K | New |
| CLS Celestica Inc. | 0.09% | 1,021 | $265K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 853 | $265K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 2,353 | $261K | Add +7.0% |
| NOC Northrop Grumman Corp. | 0.09% | 411 | $261K | Add +2.8% |
| UL Unilever PLC | 0.09% | 4,395 | $259K | Reduce -3.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 2,423 | $259K | Reduce -10.0% |
| IMCV iShares Morningstar Mid-Cap | 0.09% | 3,236 | $258K | Reduce -5.6% |
| BUCK Simplify Treasury Option Inc. | 0.09% | 10,761 | $257K | Reduce -13.8% |
| DHS Wisdomtree US High Dividend | 0.09% | 2,495 | $250K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.09% | 8,022 | $247K | Reduce -7.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,326 | $247K | Reduce -19.0% |
| HRL Hormel Foods Corp. | 0.08% | 10,239 | $245K | Reduce -9.7% |
| DOX Amdocs Ltd. | 0.08% | 2,912 | $240K | Add +0.1% |
| AMP Ameriprise Financial Inc. | 0.08% | 486 | $239K | No change |
| SWK Stanley Black & Decker Inc. | 0.08% | 3,412 | $239K | Reduce -27.5% |
| PFM Invesco Dividend Achievers E | 0.08% | 4,664 | $237K | No change |
| U Unity Software Inc. | 0.08% | 6,024 | $235K | New |
| OKTA Okta Inc. | 0.08% | 2,506 | $235K | New |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 0.08% | 6,999 | $234K | New |
| IJR iShares Core S&P Small-Cap E | 0.08% | 1,976 | $233K | Reduce -12.9% |
| HON Honeywell International Inc. | 0.08% | 1,116 | $229K | Reduce -0.4% |
| USFR Wisdomtree Floating Rate Tre | 0.08% | 4,536 | $228K | Reduce -2.4% |
| EWZ iShares MSCI Brazil ETF | 0.08% | 7,613 | $226K | New |
| BF.B Brown-Forman Corp. Class B | 0.08% | 8,192 | $226K | Reduce -9.0% |
| FDS Factset Research Systems Inc. | 0.08% | 792 | $224K | Reduce -4.1% |
| COIN Coinbase Global Inc. Class A | 0.08% | 579 | $224K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 409 | $219K | New |
| NOW ServiceNow Inc. | 0.08% | 237 | $218K | New |
| CRDO Credo Technology Group Holdi | 0.07% | 1,436 | $217K | New |
| UBER Uber Technologies Inc. | 0.07% | 2,257 | $217K | New |
| STE Steris PLC | 0.07% | 900 | $215K | No change |
| USFD US Foods Holding Corp. | 0.07% | 2,862 | $215K | Add +10.3% |
| BSY Bentley Systems Inc. Class B | 0.07% | 4,201 | $213K | No change |
| NUEM Nuveen ESG Emerging Markets | 0.07% | 5,869 | $212K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 2,859 | $206K | New |
| LUMN Lumen Technologies Inc. | 0.07% | 28,253 | $194K | Reduce -6.1% |
| HITI High Tide Inc. | 0.02% | 13,455 | $48K | No change |
| SNDL SNDL Inc. | 0.01% | 11,909 | $34K | No change |
| INCR Intercure Ltd. | 0.01% | 12,648 | $21K | No change |
| CTM Castellum Inc. | 0.01% | 17,941 | $19K | New |
| IXHL Incannex Healthcare Inc. | 0.00% | 14,042 | $6K | No change |