| IVV iShares Core S&P 500 ETF | 15.71% | 141,785 | $92.6M | Reduce -0.2% |
| PYLD PIMCO Multisector Bond Actv | 7.77% | 1,748,353 | $45.8M | Add +5.5% |
| DGRO iShares Core Dividend Growth | 7.65% | 642,658 | $45.1M | Add +2.0% |
| IEFA iShares Core MSCI Eafe ETF | 5.92% | 385,179 | $34.9M | Add +1.2% |
| AVEM Avantis Emerging Markets Eq | 5.46% | 399,267 | $32.2M | Reduce -2.3% |
| VNLA Janus Henderson Short Durati | 4.85% | 585,593 | $28.6M | Add +22.6% |
| IJH iShares Core S&P Midcap ETF | 4.85% | 423,493 | $28.6M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 3.29% | 156,148 | $19.4M | Reduce -1.0% |
| QGRW Wisdomtree US Quality Growth | 3.05% | 336,078 | $18.0M | Add +8.5% |
| VOO Vanguard S&P 500 ETF | 2.00% | 19,707 | $11.8M | Reduce -0.4% |
| DFIS Dimensional International SM | 1.81% | 316,752 | $10.7M | Add +2.8% |
| PG The Procter & Gamble Co. | 1.79% | 73,055 | $10.6M | Reduce -4.9% |
| AAPL Apple Inc. | 1.55% | 35,990 | $9.1M | Reduce -0.4% |
| LCNB LCNB Corporation | 1.44% | 544,927 | $8.5M | Reduce -0.1% |
| RDVY First Trust Rising Dividend | 1.25% | 108,266 | $7.4M | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.20% | 12,272 | $7.1M | Add +0.9% |
| QQQM Invesco Nasdaq 100 ETF | 1.09% | 27,054 | $6.4M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 1.02% | 20,405 | $6.0M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.91% | 18,696 | $5.4M | Reduce -1.3% |
| DJUL FT Vest US Equity Deep Buffe | 0.87% | 109,498 | $5.1M | Reduce -8.8% |
| VYM Vanguard High DVD Yield ETF | 0.82% | 32,801 | $4.9M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.78% | 22,069 | $4.6M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.77% | 23,207 | $4.6M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.76% | 20,762 | $4.5M | Reduce -1.3% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.70% | 93,296 | $4.1M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.68% | 10,869 | $4.0M | Add +1.3% |
| CTAS Cintas Corp. | 0.64% | 22,265 | $3.8M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.51% | 30,853 | $3.0M | Reduce -0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 52,800 | $3.0M | Reduce -56.0% |
| DJUN FT Vest US Equity Deep Buffe | 0.40% | 49,570 | $2.3M | Reduce -4.8% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.39% | 53,385 | $2.3M | Reduce -0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 5,213 | $2.3M | Reduce -1.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.38% | 125,638 | $2.2M | Reduce -0.5% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.38% | 51,265 | $2.2M | Reduce -1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 43,599 | $2.2M | No change |
| TGRW T Rowe Price Growth Stock Et | 0.34% | 49,037 | $2.0M | Add +2.6% |
| META Meta Platforms Inc. Class A | 0.33% | 3,368 | $1.9M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.32% | 6,654 | $1.9M | Reduce -1.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.29% | 22,993 | $1.7M | Add +6.6% |
| XOM Exxon Mobil Corp. | 0.28% | 9,854 | $1.7M | Reduce -0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.27% | 12,200 | $1.6M | Reduce -9.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.26% | 15,490 | $1.6M | Reduce -13.5% |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 12,025 | $1.5M | Reduce -2.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.26% | 10,464 | $1.5M | Reduce -2.5% |
| JAVA JPMorgan Active Value ETF | 0.25% | 20,797 | $1.5M | Reduce -13.3% |
| SCHW Schwab (charles) Corp. | 0.24% | 15,298 | $1.4M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 2 | $1.4M | No change |
| SDVY First Trust Smid Cap Rising | 0.24% | 36,246 | $1.4M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.23% | 1,504 | $1.4M | Add +34.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 4,083 | $1.4M | Add +0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 17,210 | $1.3M | Add +618.0% |
| SPGP Invesco S&P 500 Garp ETF | 0.22% | 12,220 | $1.3M | Reduce -13.8% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.22% | 11,414 | $1.3M | Add +0.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.22% | 11,326 | $1.3M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 0.22% | 308 | $1.3M | Add +0.7% |
| DMAY FT Vest US Equity Deep Buffe | 0.22% | 28,701 | $1.3M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 11,562 | $1.3M | Add +5.0% |
| COST Costco Wholesale Corp. | 0.22% | 1,290 | $1.3M | Reduce -1.5% |
| TSLA Tesla Inc. | 0.22% | 3,427 | $1.3M | Add +0.0% |
| V Visa Inc. Class A | 0.21% | 4,191 | $1.3M | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.21% | 48,485 | $1.2M | Add +2.5% |
| NEE Nextera Energy Inc. | 0.21% | 13,262 | $1.2M | Add +0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 6,626 | $1.2M | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.20% | 14,664 | $1.2M | Reduce -3.8% |
| IVW iShares S&P 500 Growth ETF | 0.20% | 10,201 | $1.2M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.19% | 3,289 | $1.1M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 5,738 | $1.1M | Reduce -2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 4,922 | $1.1M | Reduce -0.3% |
| FPEI First Trust Institutional PR | 0.18% | 54,675 | $1.0M | Add +4.8% |
| EFA iShares MSCI Eafe ETF | 0.18% | 10,693 | $1.0M | Reduce -6.0% |
| IWR iShares Russell Mid-Cap ETF | 0.17% | 10,441 | $1.0M | Reduce -0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.17% | 8,525 | $1.0M | Add +3.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 19,312 | $985K | Add +17.2% |
| GLD SPDR Gold Shares | 0.16% | 2,257 | $971K | No change |
| MA Mastercard Inc. Class A | 0.16% | 1,936 | $967K | Add +0.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 14,443 | $904K | Reduce -6.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.14% | 8,543 | $826K | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 12,672 | $812K | Reduce -2.9% |
| ELV Elevance Health Inc. | 0.13% | 2,701 | $791K | Reduce -7.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.13% | 13,843 | $783K | Add +0.5% |
| NSC Norfolk Southern Corp. | 0.13% | 2,681 | $769K | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 2,913 | $763K | Add +1.0% |
| NVDA Nvidia Corp. | 0.12% | 4,166 | $727K | Add +3.0% |
| IWM iShares Russell 2000 ETF | 0.12% | 2,894 | $718K | Reduce -6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,093 | $711K | Reduce -1.4% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.12% | 14,720 | $697K | Reduce -1.7% |
| RTX RTX Corp. | 0.12% | 3,603 | $695K | Add +0.1% |
| PM Philip Morris International | 0.12% | 4,194 | $693K | Reduce -1.3% |
| EFV iShares MSCI Eafe Value ETF | 0.11% | 8,998 | $669K | No change |
| IQV Iqvia Holdings Inc. | 0.11% | 3,871 | $660K | Reduce -4.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.11% | 2,391 | $658K | No change |
| CVX Chevron Corp. | 0.11% | 3,149 | $652K | Reduce -8.4% |
| OUNZ Vaneck Merk Gold ETF | 0.10% | 13,635 | $614K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 5,917 | $570K | Add +0.9% |
| AVGO Broadcom Inc. | 0.09% | 1,734 | $537K | Reduce -2.9% |
| COR Cencora Inc. | 0.09% | 1,699 | $534K | Reduce -2.0% |
| COP Conocophillips | 0.09% | 4,032 | $532K | Reduce -1.9% |
| ADI Analog Devices Inc. | 0.09% | 1,672 | $532K | Add +0.5% |
| IVE iShares S&P 500 Value ETF | 0.09% | 2,413 | $510K | Reduce -0.5% |
| LMBS First Trust Low Duration Opp | 0.09% | 10,185 | $507K | New |
| LECO Lincoln Electric Holdings | 0.09% | 2,030 | $506K | Reduce -12.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 4,257 | $505K | Reduce -3.5% |
| DVY iShares Select Dividend ETF | 0.08% | 3,270 | $495K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.08% | 3,344 | $487K | Add +7.2% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 3,107 | $475K | Reduce -5.0% |
| IWD iShares Russell 1000 Value E | 0.08% | 2,209 | $472K | Add +0.6% |
| FITB Fifth Third Bancorp | 0.08% | 9,812 | $456K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 8,661 | $422K | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,311 | $421K | Add +0.2% |
| DUK Duke Energy Corp. | 0.07% | 3,172 | $415K | Add +0.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.07% | 3,599 | $414K | Add +6.5% |
| KO The Coca-Cola Co. | 0.07% | 5,240 | $398K | No change |
| BMY Bristol-Myers Squibb Co. | 0.07% | 6,513 | $395K | Reduce -0.8% |
| PWR Quanta Services Inc. | 0.07% | 702 | $385K | No change |
| PFE Pfizer Inc. | 0.07% | 13,663 | $384K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,557 | $381K | No change |
| WMT Walmart Inc. | 0.06% | 3,021 | $375K | No change |
| ITOT iShares Core S&P Total U.S. | 0.06% | 2,609 | $372K | Add +2.3% |
| PPA Invesco Aerospace & Defense | 0.06% | 2,185 | $362K | Add +2.4% |
| QCOM Qualcomm Inc. | 0.06% | 2,753 | $355K | Add +0.4% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.06% | 15,311 | $348K | Add +0.4% |
| SCHG Schwab US Large-Cap Growth | 0.06% | 11,855 | $345K | Add +0.4% |
| ORCL Oracle Corp. | 0.06% | 2,346 | $345K | Add +0.6% |
| PEP Pepsico Inc. | 0.06% | 2,132 | $331K | Reduce -3.7% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.06% | 7,425 | $326K | No change |
| GD General Dynamics Corp. | 0.06% | 946 | $325K | Add +1.6% |
| DNOV FT Vest US Equity Deep Buffe | 0.05% | 6,735 | $323K | Reduce -1.3% |
| MCD McDonald's Corp. | 0.05% | 1,025 | $319K | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.05% | 1,089 | $316K | Reduce -35.3% |
| UL Unilever PLC-Sponsored ADR | 0.05% | 5,453 | $311K | Reduce -10.8% |
| LOW Lowe's Cos Inc. | 0.05% | 1,313 | $310K | Add +0.3% |
| BPRE Bluerock Private Real Estate | 0.05% | 18,316 | $304K | Add +45.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.05% | 2,500 | $303K | No change |
| PHO Invesco Water Resources ETF | 0.05% | 4,411 | $295K | No change |
| KR Kroger Co. | 0.05% | 3,938 | $285K | Reduce -16.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,167 | $283K | No change |
| UNH Unitedhealth Group Inc. | 0.05% | 1,034 | $280K | Reduce -16.0% |
| SLV iShares Silver Trust | 0.05% | 4,064 | $277K | No change |
| VEEV Veeva Systems Inc. Class A | 0.05% | 1,573 | $276K | Reduce -3.4% |
| HD Home Depot Inc. | 0.05% | 831 | $273K | Add +0.1% |
| ABBV Abbvie Inc. | 0.05% | 1,236 | $269K | Reduce -2.0% |
| JHMM John Hancock Multi Fact Mid | 0.05% | 4,001 | $269K | No change |
| ECL Ecolab Inc. | 0.04% | 996 | $265K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.04% | 3,413 | $265K | Add +0.4% |
| MCK McKesson Corp. | 0.04% | 296 | $256K | Reduce -30.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.04% | 2,450 | $248K | No change |
| GE General Electric filed as GE AEROSPACE | 0.04% | 859 | $244K | Add +0.1% |
| CRM Salesforce Inc. | 0.04% | 1,303 | $243K | Reduce -4.6% |
| MDT Medtronic PLC | 0.04% | 2,711 | $235K | Add +1.5% |
| RDVI FT Vest Rising Dividend Achi | 0.04% | 9,171 | $234K | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.04% | 535 | $228K | No change |
| XLV SS Health Care Select Sector | 0.04% | 1,546 | $227K | Add +0.3% |
| CHKP Check Point Software Tech | 0.04% | 1,575 | $225K | Add +2.3% |
| SNY Sanofi-ADR | 0.04% | 4,326 | $208K | Reduce -2.1% |
| SCHF Schwab Intl Equity ETF | 0.04% | 8,373 | $207K | Reduce -2.0% |
| BA The Boeing Co. | 0.03% | 1,025 | $204K | No change |
| DMAR FT Vest US Equity Deep Buffe | 0.03% | 4,725 | $200K | Add +2454.1% |
| ACWI iShares MSCI Acwi ETF | 0.03% | 1,443 | $200K | No change |
| ISCG iShares Morningstar Small-Ca | 0.03% | 3,619 | $198K | Reduce -9.6% |
| BHM Bluerock Homes Trust Inc. | 0.03% | 17,386 | $198K | Add +24.2% |
| EEM iShares MSCI Emerging Market | 0.03% | 3,470 | $197K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 542 | $193K | Reduce -0.9% |
| VHT Vanguard Health Care ETF | 0.03% | 702 | $191K | Reduce -4.6% |
| USB US Bancorp | 0.03% | 3,670 | $191K | No change |
| PSCT Invesco S&P Smallcap Informa | 0.03% | 3,111 | $187K | No change |
| DES Wisdomtree US Smallcap Divid | 0.03% | 5,184 | $186K | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 379 | $186K | Add +170.7% |
| ISRG Intuitive Surgical Inc. | 0.03% | 403 | $186K | No change |
| GEV GE Vernova Inc. | 0.03% | 210 | $184K | Add +10.5% |
| AVDV Avantis Intl S/C Value ETF | 0.03% | 1,810 | $181K | No change |
| NFLX Netflix Inc. | 0.03% | 1,870 | $180K | No change |
| INTC Intel Corp. | 0.03% | 4,030 | $178K | Add +1.3% |
| CMCSA Comcast Corp. Class A | 0.03% | 6,162 | $177K | Reduce -11.0% |
| ABNB Airbnb Inc. Class A | 0.03% | 1,395 | $176K | Add +1.8% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.03% | 1,769 | $174K | No change |
| VTIP Vanguard Short-Term Tips | 0.03% | 3,400 | $170K | No change |
| UBER Uber Technologies Inc. | 0.03% | 2,270 | $163K | Add +1.3% |
| AXP American Express Co. | 0.03% | 531 | $161K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 1,094 | $160K | Add +48.6% |
| UNP Union Pacific Corp. | 0.03% | 630 | $153K | Add +0.6% |
| MRK Merck & Co. Inc. | 0.03% | 1,257 | $151K | Reduce -3.8% |
| CRDO Credo Technology Group Holdi | 0.03% | 1,608 | $151K | Add +23.7% |
| MAS Masco Corp. | 0.02% | 2,428 | $147K | Reduce -17.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 482 | $146K | Reduce -17.5% |
| RAAX Vaneck Real Assets ETF | 0.02% | 3,496 | $142K | Add +283.3% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 4,593 | $142K | Reduce -0.1% |
| FSLR First Solar Inc. | 0.02% | 720 | $142K | Reduce -14.8% |
| RPG Invesco S&P 500 Pure Growth | 0.02% | 3,027 | $141K | No change |
| SO The Southern Co. | 0.02% | 1,450 | $140K | No change |
| WDC Western Digital Corp. | 0.02% | 500 | $135K | No change |
| YLDE Franklin Clearbridge Enhance | 0.02% | 2,498 | $135K | Add +14.7% |
| T AT&T Inc. | 0.02% | 4,650 | $135K | Add +0.8% |
| TGT Target Corp. | 0.02% | 1,102 | $134K | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.02% | 814 | $133K | Reduce -3.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 1,764 | $132K | Reduce -19.8% |
| PIO Invesco Global Water ETF | 0.02% | 3,041 | $132K | Add +0.1% |
| IWV iShares Russell 3000 ETF | 0.02% | 355 | $132K | Reduce -18.4% |
| AEP American Electric Power | 0.02% | 1,002 | $131K | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 0.02% | 1,290 | $128K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.02% | 3,575 | $127K | Reduce -0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 282 | $126K | No change |
| MPLX MPLX LP | 0.02% | 2,173 | $124K | Add +1.9% |
| NOBL Proshares S&P 500 Dividend A | 0.02% | 1,165 | $123K | Reduce -18.1% |
| SCHA Schwab US Small-Cap ETF | 0.02% | 4,155 | $121K | Reduce -4.0% |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 1,530 | $120K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 762 | $120K | Add +408.0% |
| BIV Vanguard Intermediate-Term B | 0.02% | 1,500 | $116K | No change |
| PHYS Sprott Physical Gold Trust | 0.02% | 3,200 | $113K | No change |
| GNOV FT Vest US Equity Moderate B | 0.02% | 2,912 | $113K | No change |
| PMBS PIMCO MBS Active ETF | 0.02% | 2,250 | $112K | No change |
| MMM 3M Co. | 0.02% | 763 | $111K | Add +0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 367 | $110K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 545 | $105K | New |
| CDEI Calvert US L-C Dei Index ETF | 0.02% | 1,335 | $104K | Add +9.1% |
| PDEC Innovator U.S. Equity Power | 0.02% | 2,435 | $103K | Reduce -2.0% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.02% | 2,847 | $103K | No change |
| GAPR FT Vest US Equity Moderate B | 0.02% | 2,515 | $102K | No change |
| OKE Oneok Inc. | 0.02% | 1,112 | $101K | Add +1.3% |
| ADBE Adobe Inc. | 0.02% | 412 | $100K | Reduce -47.0% |
| ORLY O'reilly Automotive Inc. | 0.02% | 1,080 | $100K | No change |
| OEF iShares S&P 100 ETF | 0.02% | 312 | $99K | Reduce -57.1% |
| VDE Vanguard Energy ETF | 0.02% | 537 | $93K | Reduce -10.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.02% | 70 | $92K | No change |
| BDX Becton Dickinson and Co. | 0.02% | 586 | $92K | Reduce -20.9% |
| URI United Rentals Inc. | 0.02% | 125 | $91K | No change |
| PNC PNC Financial Services Group | 0.02% | 428 | $89K | No change |
| ABT Abbott Laboratories | 0.02% | 866 | $89K | No change |
| LIN Linde PLC | 0.01% | 177 | $88K | Add +0.6% |
| NPFD Nuveen Var RT Pref & Inc. | 0.01% | 4,767 | $87K | Reduce -49.0% |
| VFH Vanguard Financials ETF | 0.01% | 715 | $86K | Add +1.4% |
| DFAX Dimensional World Ex US Core | 0.01% | 2,475 | $84K | No change |
| ICLN iShares Global Clean Energy | 0.01% | 4,528 | $83K | Reduce -4.6% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 238 | $82K | No change |
| ADP Automatic Data Processing | 0.01% | 402 | $82K | Add +0.3% |
| HBAN Huntington Bancshares Inc. | 0.01% | 5,212 | $82K | No change |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.01% | 895 | $79K | No change |
| SBUX Starbucks Corp. | 0.01% | 869 | $78K | Add +3.0% |
| OMC Omnicom Group | 0.01% | 1,029 | $77K | Reduce -33.7% |
| CINF Cincinnati Financial Corp. | 0.01% | 476 | $75K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.01% | 1,474 | $74K | Add +1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 255 | $73K | Reduce -9.6% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 872 | $71K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 275 | $71K | No change |
| KLAC KLA Corp. | 0.01% | 48 | $70K | No change |
| DOC Healthpeak Properties Inc. | 0.01% | 4,276 | $70K | Add +1.8% |
| PSA Public Storage | 0.01% | 259 | $70K | Add +0.8% |
| SOLV Solventum Corp. | 0.01% | 1,048 | $68K | Reduce -4.5% |
| NOC Northrop Grumman Corp. | 0.01% | 100 | $68K | No change |
| NUE Nucor Corp. | 0.01% | 400 | $68K | No change |
| ENB Enbridge Inc. | 0.01% | 1,249 | $68K | No change |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.01% | 1,350 | $68K | No change |
| CMI Cummins Inc. | 0.01% | 125 | $67K | No change |
| GOCT FT Vest US Equity Moderate B | 0.01% | 1,690 | $65K | No change |
| IAU iShares Gold Trust | 0.01% | 707 | $62K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 800 | $62K | No change |
| CNI Canadian Natl Railway Co. | 0.01% | 600 | $62K | No change |
| CTVA Corteva Inc. | 0.01% | 729 | $61K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 1,316 | $60K | Add +10.0% |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 620 | $59K | Add +9.5% |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 779 | $58K | Reduce -67.3% |
| MAC The Macerich Co. | 0.01% | 3,065 | $58K | Add +0.9% |
| CARR Carrier Global Corp. | 0.01% | 1,018 | $57K | Reduce -8.9% |
| DECK Deckers Outdoor Corp. | 0.01% | 568 | $57K | No change |
| AEIS Advanced Energy Industries | 0.01% | 175 | $57K | Add +133.3% |
| RSPE Invesco ESG SP 500 Eq Weight | 0.01% | 1,913 | $56K | New |
| WOR Worthington Enterprises Inc. | 0.01% | 1,071 | $56K | No change |
| PRU Prudential Financial Inc. | 0.01% | 563 | $55K | Add +0.7% |
| GLAD Gladstone Capital Corp. | 0.01% | 3,148 | $55K | Add +2.4% |
| SRE Sempra | 0.01% | 553 | $54K | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.01% | 1,093 | $53K | Add +2.1% |
| XLE SS Energy Select Sector | 0.01% | 861 | $53K | Add +0.1% |
| NKE Nike Inc. Class B | 0.01% | 993 | $52K | Add +0.2% |
| DFAT Dimensional US Target Value | 0.01% | 832 | $52K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 1,034 | $50K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 600 | $50K | No change |
| SCHR Schwab Intermediate-Term US | 0.01% | 1,985 | $49K | Reduce -41.0% |
| AA Alcoa Corp. | 0.01% | 733 | $49K | No change |
| MTZ Mastec Inc. | 0.01% | 150 | $48K | Add +200.0% |
| FRNW Fidelity Clean Energy ETF | 0.01% | 1,970 | $46K | Reduce -3.2% |
| HPE Hewlett Packard Enterprise | 0.01% | 1,896 | $45K | No change |
| GOOD Gladstone Commercial Corp. | 0.01% | 3,916 | $45K | Add +2.5% |
| NVT Nvent Electric PLC | 0.01% | 375 | $44K | Add +36.9% |
| THNQ Robo Global Artificial Intel filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 746 | $44K | Add +18.2% |
| HODL Vaneck Bitcoin ETF | 0.01% | 2,208 | $42K | No change |
| LULU Lululemon Athletica Inc. | 0.01% | 269 | $41K | No change |
| ICLR Icon PLC | 0.01% | 371 | $41K | No change |
| PPL PPL Corp. | 0.01% | 1,073 | $41K | Add +0.8% |
| DCI Donaldson Co. Inc. | 0.01% | 476 | $40K | Add +0.4% |
| DAL Delta Air Lines Inc. | 0.01% | 604 | $40K | No change |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.01% | 919 | $40K | Add +9.8% |
| VPU Vanguard Utilities ETF | 0.01% | 201 | $40K | No change |
| RFG Invesco S&P Midcap 400 Pure | 0.01% | 717 | $39K | Add +0.1% |
| PEBO Peoples Bancorp Inc. | 0.01% | 1,178 | $39K | Add +1.2% |
| AMD Advanced Micro Devices | 0.01% | 190 | $39K | No change |
| UNIT Uniti Group Inc. | 0.01% | 4,039 | $38K | No change |
| ITW Illinois Tool Works | 0.01% | 145 | $38K | No change |
| GLW Corning Inc. | 0.01% | 275 | $37K | No change |
| ANET Arista Networks Inc. | 0.01% | 304 | $37K | Reduce -18.5% |
| NXT Nextpower Inc. | 0.01% | 300 | $36K | Add +100.0% |
| OBDC Blue Owl Capital Corp. | 0.01% | 3,219 | $36K | Add +2.9% |
| AIVL Wisdomtree US AI Enhanced Va | 0.01% | 306 | $35K | Add +0.3% |
| DNN Denison Mines Corp. | 0.01% | 10,000 | $35K | No change |
| WS Worthington Steel Inc. | 0.01% | 1,150 | $35K | No change |
| MPT Medical Properties Trust Inc. | 0.01% | 7,463 | $35K | Add +1.7% |
| CLS Celestica Inc. | 0.01% | 121 | $34K | New |
| AMP Ameriprise Financial Inc. | 0.01% | 76 | $34K | No change |
| WTRG Essential Utilities Inc. | 0.01% | 834 | $34K | Add +0.8% |
| DD Dupont DE Nemours Inc. | 0.01% | 730 | $33K | No change |
| SCHV Schwab US Large-Cap Value | 0.01% | 1,092 | $33K | Reduce -3.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 895 | $33K | No change |
| AXON Axon Enterprise Inc. | 0.01% | 75 | $32K | No change |
| MDLZ Mondelez International Inc. Class A | 0.01% | 541 | $31K | No change |
| APOG Apogee Enterprises Inc. | 0.01% | 930 | $31K | Add +0.7% |
| KTB Kontoor Brands Inc. | 0.01% | 443 | $31K | Add +0.7% |
| ALAI Alger AI Enable & Adopt ETF | 0.01% | 940 | $31K | No change |
| ASA ASA Gold and Precious Metals | 0.01% | 500 | $31K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 803 | $31K | No change |
| CSX CSX Corp. | 0.01% | 750 | $31K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.01% | 727 | $30K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 400 | $30K | No change |
| ORI Old Republic Intl Corp. | 0.01% | 750 | $30K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 975 | $30K | No change |
| KTOS Kratos Defense & Security | 0.01% | 421 | $30K | Reduce -44.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 305 | $29K | Reduce -9.5% |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 233 | $29K | No change |
| XISE FT Vest US Equity Buffer & P | 0.00% | 967 | $29K | Reduce -4.1% |
| ILCG iShares Morningstar Growth E | 0.00% | 301 | $29K | Add +0.3% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.00% | 305 | $29K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 89 | $28K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 320 | $28K | Add +0.9% |
| CHWY Chewy Inc. Class A | 0.00% | 1,050 | $28K | Add +2000.0% |
| ED Consolidated Edison Inc. | 0.00% | 250 | $28K | No change |
| MYRG MYR Group Inc./Delaware | 0.00% | 100 | $28K | Add +100.0% |
| PBD Invesco Global Clean Energy | 0.00% | 1,552 | $28K | Add +0.1% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.00% | 221 | $28K | Reduce -26.3% |
| RDDT Reddit Inc. Class A | 0.00% | 200 | $27K | No change |
| STE Steris PLC | 0.00% | 120 | $27K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 500 | $26K | No change |
| JKS Jinkosolar Holding Co.-ADR | 0.00% | 1,028 | $26K | No change |
| IBRX Immunitybio Inc. | 0.00% | 3,305 | $25K | New |
| MU Micron Technology Inc. | 0.00% | 75 | $25K | No change |
| FBT First Trust Nyse Arca Biotec | 0.00% | 125 | $25K | Reduce -7.4% |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 461 | $25K | Reduce -16.9% |
| CRWV Coreweave Inc. Class A | 0.00% | 320 | $25K | Reduce -20.2% |
| SUSC iShares ESG Aware Usd Corpor | 0.00% | 1,053 | $24K | Add +0.7% |
| ENPH Enphase Energy Inc. | 0.00% | 640 | $24K | No change |
| BP BP PLC-Spons ADR | 0.00% | 511 | $24K | Reduce -84.7% |
| QCLN First Trust Nasdaq Clean Edg | 0.00% | 504 | $23K | Reduce -16.6% |
| FR First Industrial Realty TR | 0.00% | 386 | $22K | Reduce -23.9% |
| GAIN Gladstone Investment Corp. | 0.00% | 1,570 | $22K | Add +1.8% |
| UAL United Airlines Holdings Inc. | 0.00% | 240 | $22K | No change |
| ITA iShares U.S. Aerospace & Def | 0.00% | 100 | $22K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.00% | 263 | $21K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 220 | $21K | No change |
| LAND Gladstone Land Corp. | 0.00% | 2,078 | $21K | Add +1.3% |
| BXSL Blackstone Secured Lending F | 0.00% | 889 | $21K | Add +2.9% |
| PSLV Sprott Physical Silver Trust | 0.00% | 862 | $21K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 34 | $20K | No change |
| ARCC Ares Capital Corp. | 0.00% | 1,128 | $20K | Add +2.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 139 | $20K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 224 | $20K | No change |
| JOBY Joby Aviation Inc. | 0.00% | 2,425 | $20K | Add +26.0% |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 226 | $20K | Reduce -5.8% |
| CALM Cal-Maine Foods Inc. | 0.00% | 250 | $20K | No change |
| CI The Cigna Group | 0.00% | 74 | $20K | Reduce -33.3% |
| CCL Carnival Corp. | 0.00% | 743 | $19K | Add +0.9% |
| GBX Greenbrier Companies Inc. | 0.00% | 363 | $19K | Add +0.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 209 | $19K | Add +1.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.00% | 89 | $18K | Add +1.1% |
| IYC iShares US Consumer Discreti | 0.00% | 190 | $18K | No change |
| SMR Nuscale Power Corp. | 0.00% | 1,666 | $18K | No change |
| KVUE Kenvue Inc. | 0.00% | 1,042 | $18K | Add +1.1% |
| THG Hanover Insurance Group Inc./ | 0.00% | 102 | $18K | New |
| XYL Xylem Inc. | 0.00% | 146 | $17K | No change |
| IT Gartner Inc. | 0.00% | 110 | $17K | No change |
| VIK Viking Holdings Ltd. | 0.00% | 229 | $17K | New |
| AON Aon PLC Class A | 0.00% | 52 | $17K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 360 | $17K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.00% | 362 | $16K | No change |
| CB Chubb Ltd. | 0.00% | 50 | $16K | No change |
| MET Metlife Inc. | 0.00% | 226 | $16K | Add +0.9% |
| APLD Applied Digital Corp. | 0.00% | 671 | $16K | No change |
| PDP Invesco Dorsey Wright Moment | 0.00% | 130 | $16K | No change |
| HUM Humana Inc. | 0.00% | 90 | $16K | No change |
| STT State Street Corp. | 0.00% | 123 | $16K | No change |
| BWXT BWX Technologies Inc. | 0.00% | 75 | $15K | No change |
| CSIQ Canadian Solar Inc. | 0.00% | 1,110 | $15K | No change |
| PH Parker Hannifin Corp. | 0.00% | 17 | $15K | No change |
| WPC WP Carey Inc. | 0.00% | 223 | $15K | No change |
| AG First Majestic Silver Corp. | 0.00% | 700 | $15K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 74 | $15K | Add +7.3% |
| DOLE Dole PLC | 0.00% | 1,000 | $14K | No change |
| AQWA Global X Clean Water ETF | 0.00% | 752 | $14K | Add +324.9% |
| FANG Diamondback Energy Inc. | 0.00% | 72 | $14K | No change |
| LINC Lincoln Educational Services | 0.00% | 350 | $14K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.00% | 208 | $14K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 403 | $14K | No change |
| SNX TD Synnex Corp. | 0.00% | 82 | $14K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 119 | $14K | No change |
| VGSH Vanguard Short-Term Treasury | 0.00% | 230 | $13K | Reduce -60.7% |
| L Loews Corp. | 0.00% | 125 | $13K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 391 | $13K | Reduce -2.0% |
| XEL Xcel Energy Inc. | 0.00% | 162 | $13K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.00% | 250 | $13K | No change |
| FJAN FT Vest U.S. Equity Buffer E | 0.00% | 250 | $13K | No change |
| ETR Entergy Corp. | 0.00% | 110 | $12K | No change |
| TAN Invesco Solar ETF | 0.00% | 221 | $12K | No change |
| ROST Ross Stores Inc. | 0.00% | 56 | $12K | No change |
| LRCX Lam Research Corp. | 0.00% | 57 | $12K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 81 | $12K | No change |
| DFIV Dimensional International Va | 0.00% | 221 | $12K | Reduce -5.2% |
| LIT Global X Lithium & Battery T | 0.00% | 157 | $12K | No change |
| MO Altria Group Inc. | 0.00% | 176 | $12K | Add +2.9% |
| FTNT Fortinet Inc. | 0.00% | 140 | $11K | No change |
| CMS CMS Energy Corp. | 0.00% | 147 | $11K | No change |
| AME Ametek Inc. | 0.00% | 53 | $11K | No change |
| NI Nisource Inc. | 0.00% | 241 | $11K | No change |
| SMB Vaneck Short Muni ETF | 0.00% | 648 | $11K | Add +0.5% |
| XMAY FT US Eq Enh&mod Buff - May | 0.00% | 320 | $11K | No change |
| RUN Sunrun Inc. | 0.00% | 820 | $11K | No change |
| EME Emcor Group Inc. | 0.00% | 15 | $11K | No change |
| SLG SL Green Realty Corp. | 0.00% | 300 | $11K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 127 | $11K | No change |
| TDY Teledyne Technologies Inc. | 0.00% | 18 | $11K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 35 | $11K | No change |
| DOV Dover Corp. | 0.00% | 51 | $11K | No change |
| EMR Emerson Electric Co. | 0.00% | 81 | $11K | Add +1.3% |
| MRVL Marvell Technology Inc. | 0.00% | 105 | $10K | No change |
| XCHYX Calamos Convert & High Inc. | 0.00% | 950 | $10K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 76 | $10K | No change |
| DTE DTE Energy Company | 0.00% | 70 | $10K | No change |
| CGW Invesco S&P Global Water Ind | 0.00% | 160 | $10K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.00% | 213 | $10K | No change |
| AMGN Amgen Inc. | 0.00% | 28 | $10K | No change |
| CHAT Roundhill Gen AI & Tech ETF | 0.00% | 161 | $10K | Add +347.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 106 | $10K | No change |
| ARKW ARK Next Generation Technolo | 0.00% | 81 | $10K | No change |
| RL Ralph Lauren Corp. | 0.00% | 28 | $10K | No change |
| NRG NRG Energy Inc. | 0.00% | 65 | $10K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 46 | $10K | No change |
| VGK Vanguard Ftse Europe ETF | 0.00% | 115 | $9K | New |
| FCNCA First Citizens Bcshs Class A | 0.00% | 5 | $9K | No change |
| HUBB Hubbell Inc. | 0.00% | 19 | $9K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 97 | $9K | No change |
| GDEC FT Vest US Equity Moderate B | 0.00% | 250 | $9K | No change |
| REG Regency Centers Corp. | 0.00% | 121 | $9K | No change |
| EBAY eBay Inc. | 0.00% | 100 | $9K | Reduce -96.3% |
| SPG Simon Property Group Inc. | 0.00% | 48 | $9K | No change |
| EVRG Evergy Inc. | 0.00% | 109 | $9K | No change |
| HST Host Hotels & Resorts Inc. | 0.00% | 464 | $9K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 110 | $9K | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.00% | 1,055 | $9K | No change |
| DE Deere & Co. | 0.00% | 15 | $8K | No change |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | 0.00% | 200 | $8K | No change |
| ITT Itt Inc. | 0.00% | 44 | $8K | No change |
| ROBT First Trust Nasdaq Artificia | 0.00% | 181 | $8K | No change |
| EWA iShares MSCI Australia ETF | 0.00% | 300 | $8K | No change |
| MTG Mgic Investment Corp. | 0.00% | 317 | $8K | No change |
| MLM Martin Marietta Materials | 0.00% | 14 | $8K | No change |
| CRBG Corebridge Financial Inc. | 0.00% | 344 | $8K | Add +1.2% |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 75 | $8K | No change |
| TLN Talen Energy Corp. | 0.00% | 25 | $8K | No change |
| GEHC GE Healthcare Technology | 0.00% | 110 | $8K | No change |
| GGB Gerdau SA -Spon ADR | 0.00% | 2,135 | $8K | No change |
| COF Capital One Financial Corp. | 0.00% | 42 | $8K | Add +2.4% |
| VST Vistra Corp. | 0.00% | 50 | $8K | No change |
| SCHB Schwab US Broad Market ETF | 0.00% | 298 | $7K | Add +3.5% |
| BW Babcock & Wilcox Enterpr | 0.00% | 500 | $7K | No change |
| RNST Renasant Corp. | 0.00% | 202 | $7K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 628 | $7K | Add +1.0% |
| ITRI Itron Inc. | 0.00% | 80 | $7K | No change |
| CC The Chemours Co. | 0.00% | 325 | $7K | No change |
| WMB Williams Cos Inc. | 0.00% | 96 | $7K | No change |
| FRTY Alger Mid Cap 40 ETF | 0.00% | 356 | $7K | No change |
| DRI Darden Restaurants Inc. | 0.00% | 35 | $7K | No change |
| FVD First Trust Value Line DVD | 0.00% | 146 | $7K | Reduce -40.4% |
| GIS General Mills Inc. | 0.00% | 184 | $7K | No change |
| GLTR Abrdn Precious Metals Basket | 0.00% | 31 | $7K | New |
| AZO AutoZone Inc. | 0.00% | 2 | $7K | No change |
| BAX Baxter International Inc. | 0.00% | 400 | $7K | No change |
| EXPE Expedia Group Inc. | 0.00% | 29 | $7K | No change |
| DXYZ Destiny TECH100 Inc. | 0.00% | 250 | $7K | No change |
| RMI Rivernorth Opport Muni Inc. | 0.00% | 444 | $7K | Add +1.6% |
| JTEK JPMorgan US Tech Leaders | 0.00% | 84 | $7K | No change |
| CSL Carlisle Cos Inc. | 0.00% | 20 | $7K | No change |
| LOUP Innovator Deepwater Frontier | 0.00% | 95 | $7K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 98 | $6K | No change |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.00% | 64 | $6K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 105 | $6K | No change |
| AYI Acuity Inc. | 0.00% | 22 | $6K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 278 | $6K | Add +0.4% |
| SOXX iShares Semiconductor ETF | 0.00% | 18 | $6K | No change |
| FJUL FT Vest US Equity Buffer ETF | 0.00% | 105 | $6K | No change |
| WWD Woodward Inc. | 0.00% | 16 | $6K | No change |
| SWMR Swarmer Inc. | 0.00% | 120 | $6K | New |
| STNE Stoneco Ltd. Class A | 0.00% | 400 | $6K | No change |
| ARTY iShares Future AI & Tech ETF | 0.00% | 119 | $6K | No change |
| PKG Packaging Corp. of America | 0.00% | 26 | $6K | No change |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 79 | $5K | No change |
| VAW Vanguard Materials ETF | 0.00% | 24 | $5K | No change |
| VONG Vanguard Russell 1000 Growth | 0.00% | 49 | $5K | Reduce -36.4% |
| IGRO iShares Intl Div Growth ETF | 0.00% | 64 | $5K | No change |
| FINX Global X Fintech ETF | 0.00% | 230 | $5K | No change |
| BF.B Brown-Forman Corp. Class B | 0.00% | 200 | $5K | No change |
| CVS CVS Health Corp. | 0.00% | 73 | $5K | Add +7.3% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 101 | $5K | No change |
| DNP DNP Select Income Fund Inc. | 0.00% | 500 | $5K | No change |
| PFG Principal Financial Group | 0.00% | 57 | $5K | No change |
| BROS Dutch Bros Inc. Class A | 0.00% | 100 | $5K | No change |
| JBL Jabil Inc. | 0.00% | 19 | $5K | No change |
| ALB Albemarle Corp. | 0.00% | 28 | $5K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 45 | $5K | No change |
| PLD Prologis Inc. | 0.00% | 37 | $5K | No change |
| GQI Natixis Gateway Quality Inc. | 0.00% | 87 | $5K | Add +1.2% |
| EPAC Enerpac Tool Group Corp. | 0.00% | 130 | $5K | Reduce -19.8% |
| DVN Devon Energy Corp. | 0.00% | 93 | $5K | No change |
| FERG Ferguson Enterprises Inc. | 0.00% | 20 | $5K | New |
| TXRH Texas Roadhouse Inc. | 0.00% | 28 | $5K | No change |
| DTM DT Midstream Inc. | 0.00% | 34 | $5K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 233 | $4K | No change |
| CRML Critical Metals Corp. | 0.00% | 545 | $4K | New |
| USFD US Foods Holding Corp. | 0.00% | 46 | $4K | No change |
| MAGS Roundhill Magnificent Seven | 0.00% | 71 | $4K | No change |
| NXPI NXP Semiconductors NV | 0.00% | 21 | $4K | No change |
| ET Energy Transfer LP | 0.00% | 207 | $4K | Add +1.5% |
| XAR SS SPDR S&P Aerospace Def | 0.00% | 16 | $4K | No change |
| RGTI Rigetti Computing Inc. | 0.00% | 265 | $4K | No change |
| ON On Semiconductor | 0.00% | 60 | $4K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 1,000 | $4K | New |
| EPD Enterprise Products Partners | 0.00% | 96 | $4K | Add +2.1% |
| IP International Paper Co. | 0.00% | 100 | $4K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 151 | $3K | No change |
| AOR iShares Core 60/40 Balanced | 0.00% | 53 | $3K | No change |
| KKR KKR & Co. Inc. | 0.00% | 33 | $3K | No change |
| VSNT Versant Media Group Inc. | 0.00% | 83 | $3K | Reduce -70.0% |
| ULS Ul Solutions Inc. Class A | 0.00% | 35 | $3K | No change |
| QBTS D-Wave Quantum Inc. | 0.00% | 205 | $3K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 200 | $3K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 31 | $3K | No change |
| DAPP Vaneck Digital Transformatio | 0.00% | 180 | $3K | No change |
| C Citigroup Inc. | 0.00% | 23 | $3K | No change |
| USAI Pacer Ame Energy Infr ETF-US | 0.00% | 52 | $2K | No change |
| ETOR Etoro Group Ltd. Class A | 0.00% | 80 | $2K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 148 | $2K | Reduce -14.4% |
| TLSI Trisalus Life Sciences Inc. | 0.00% | 500 | $2K | No change |
| ZM Zoom Communications Inc. | 0.00% | 24 | $2K | No change |
| MOS The Mosaic Co. | 0.00% | 76 | $2K | Add +1.3% |
| GRAL Grail Inc. | 0.00% | 37 | $2K | No change |
| INOD Innodata Inc. | 0.00% | 48 | $2K | No change |
| FIVN FIVE9 Inc. | 0.00% | 120 | $2K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 120 | $2K | Reduce -80.7% |
| VFMF Vanguard US Multifactor ETF | 0.00% | 11 | $2K | Add +22.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 21 | $2K | No change |
| GLXY Galaxy Digital Inc. Class A | 0.00% | 90 | $2K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 34 | $2K | No change |
| TRV The Travelers Cos Inc. | 0.00% | 4 | $1K | No change |
| SPEM State Street SP PTF Em ETF | 0.00% | 24 | $1K | No change |
| KLAR Klarna Group PLC | 0.00% | 80 | $1K | No change |
| VTRS Viatris Inc. | 0.00% | 68 | $919 | No change |
| DFSV Dimensional US Small Cap Val | 0.00% | 21 | $746 | Add +40.0% |
| BITB Bitwise Bitcoin ETF | 0.00% | 20 | $737 | No change |
| COWG Pacer US LRG Cap Cows GR LD | 0.00% | 20 | $678 | No change |
| IYZ iShares US Telecommunication | 0.00% | 17 | $669 | No change |
| GFS Globalfoundries Inc. | 0.00% | 15 | $668 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 11 | $659 | No change |
| TPR Tapestry Inc. | 0.00% | 3 | $424 | New |
| LCID Lucid Group Inc. | 0.00% | 36 | $344 | No change |
| CNXC Concentrix Corp. | 0.00% | 12 | $329 | No change |
| KRMN Karman Holdings Inc. | 0.00% | 4 | $321 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 39 | $314 | No change |
| VONV Vanguard Russell 1000 Value | 0.00% | 3 | $282 | Reduce -90.6% |
| PRDO Perdoceo Education Corp. | 0.00% | 7 | $261 | New |
| WAB Wabtec Corp. | 0.00% | 1 | $250 | No change |
| DEFT Defi Technologies Inc. | 0.00% | 350 | $194 | No change |
| FMTM Mrktdsk Foc US Mmntm ETF | 0.00% | 5 | $174 | Reduce -90.9% |
| DFAR Dimensional US Real Est ETF | 0.00% | 7 | $171 | No change |
| NLOP Net Lease Office Property | 0.00% | 14 | $162 | No change |
| CPRX Catalyst Pharmaceuticals Inc. | 0.00% | 6 | $149 | New |
| MCFT Mastercraft Boat Holdings Inc. | 0.00% | 6 | $124 | New |
| HRMY Harmony Biosciences Holdings | 0.00% | 3 | $85 | New |
| CROX Crocs Inc. | 0.00% | 1 | $84 | New |
| SIGA Siga Technologies Inc. | 0.00% | 13 | $70 | New |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 2 | $64 | New |
| HPQ HP Inc. | 0.00% | 3 | $58 | Reduce -99.8% |
| RBLX Roblox Corp. Class A | 0.00% | 1 | $57 | No change |
| TZOO Travelzoo | 0.00% | 9 | $54 | New |
| AMN Amn Healthcare Services Inc. | 0.00% | 1 | $19 | New |
| SURG Surgepays Inc. | 0.00% | 15 | $12 | New |
| KLXE KLX Energy Services Holding | 0.00% | 4 | $11 | No change |
| MED Medifast Inc. | 0.00% | 1 | $11 | New |