| IVV iShares Core S&P 500 ETF | 16.02% | 140,529 | $105.2M | Reduce -0.9% |
| DGRO iShares Core Dividend Growth | 7.60% | 658,931 | $49.9M | Add +2.5% |
| PYLD PIMCO Multisector Bond Actv | 7.32% | 1,813,823 | $48.1M | Add +3.7% |
| IEFA iShares Core MSCI Eafe ETF | 5.72% | 388,888 | $37.6M | Add +1.0% |
| AVEM Avantis Emerging Markets Eq | 5.71% | 388,904 | $37.5M | Reduce -2.6% |
| IJH iShares Core S&P Midcap ETF | 4.99% | 425,279 | $32.8M | Add +0.4% |
| VNLA Janus Henderson Short Durati | 4.88% | 655,300 | $32.0M | Add +11.9% |
| IJR iShares Core S&P Small-Cap E | 3.51% | 155,426 | $23.1M | Reduce -0.5% |
| QGRW Wisdomtree US Quality Growth | 3.47% | 345,390 | $22.8M | Add +2.8% |
| VOO Vanguard S&P 500 ETF | 2.10% | 20,105 | $13.8M | Add +2.0% |
| DFIS Dimensional International SM | 1.81% | 338,811 | $11.9M | Add +7.0% |
| PG The Procter & Gamble Co. | 1.58% | 70,754 | $10.4M | Reduce -3.1% |
| AAPL Apple Inc. | 1.56% | 35,444 | $10.3M | Reduce -1.5% |
| LCNB LCNB Corporation | 1.46% | 543,927 | $9.6M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.34% | 11,986 | $8.8M | Reduce -2.3% |
| RDVY First Trust Rising Dividend | 1.33% | 107,924 | $8.7M | Reduce -0.3% |
| QQQM Invesco Nasdaq 100 ETF | 1.29% | 28,008 | $8.5M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 1.01% | 20,232 | $6.6M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.97% | 17,821 | $6.4M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 0.79% | 21,634 | $5.2M | Reduce -2.0% |
| VYM Vanguard High DVD Yield ETF | 0.78% | 32,495 | $5.1M | Reduce -0.9% |
| DJUL FT Vest US Equity Deep Buffe | 0.78% | 101,806 | $5.1M | Reduce -7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.75% | 22,632 | $4.9M | Reduce -2.5% |
| VIG Vanguard Dividend Apprec ETF | 0.74% | 20,435 | $4.8M | Reduce -1.6% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.67% | 92,646 | $4.4M | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.61% | 10,679 | $4.0M | Reduce -1.8% |
| CTAS Cintas Corp. | 0.58% | 22,265 | $3.8M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.56% | 30,779 | $3.7M | Reduce -0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.48% | 35,980 | $3.2M | Add +109.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 31,127 | $2.7M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.36% | 6,638 | $2.3M | Reduce -0.2% |
| TGRW T Rowe Price Growth Stock Et | 0.34% | 47,488 | $2.3M | Reduce -3.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.34% | 125,201 | $2.2M | Reduce -0.3% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.34% | 47,252 | $2.2M | Reduce -11.5% |
| DMAY FT Vest US Equity Deep Buffe | 0.33% | 46,326 | $2.2M | Add +61.4% |
| JEPI JPMorgan Equity Premium Inco | 0.31% | 35,696 | $2.0M | Reduce -32.4% |
| AMAT Applied Materials Inc. | 0.30% | 2,698 | $2.0M | Reduce -18.0% |
| META Meta Platforms Inc. Class A | 0.29% | 3,341 | $1.9M | Reduce -0.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.28% | 10,132 | $1.8M | Reduce -3.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.27% | 12,144 | $1.8M | Reduce -0.5% |
| DAPR FT Vest U.S. Equity Deep Buf | 0.27% | 43,585 | $1.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 3,716 | $1.8M | Reduce -9.0% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.27% | 22,836 | $1.8M | Reduce -0.7% |
| IWP iShares Russell Mid-Cap Grow | 0.27% | 12,012 | $1.8M | Reduce -0.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.27% | 14,820 | $1.7M | Reduce -4.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 34,164 | $1.7M | Reduce -21.6% |
| LLY Eli Lilly & Co. | 0.26% | 1,429 | $1.7M | Reduce -5.0% |
| DJUN FT Vest US Equity Deep Buffe | 0.26% | 34,730 | $1.7M | Reduce -29.9% |
| JAVA JPMorgan Active Value ETF | 0.25% | 20,776 | $1.6M | Reduce -0.1% |
| SDVY First Trust Smid Cap Rising | 0.25% | 37,926 | $1.6M | Add +4.6% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.24% | 11,227 | $1.5M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 2 | $1.5M | No change |
| TSLA Tesla Inc. | 0.22% | 3,452 | $1.5M | Add +0.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 11,562 | $1.4M | No change |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.22% | 10,947 | $1.4M | Reduce -4.1% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 10,201 | $1.4M | No change |
| V Visa Inc. Class A | 0.21% | 4,037 | $1.4M | Reduce -3.7% |
| SCHX Schwab US Large-Cap ETF | 0.21% | 46,854 | $1.4M | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.20% | 9,833 | $1.3M | Reduce -0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 6,639 | $1.3M | Add +0.2% |
| SPGP Invesco S&P 500 Garp ETF | 0.20% | 10,593 | $1.3M | Reduce -13.3% |
| BKNG Booking Holdings Inc. | 0.20% | 7,203 | $1.3M | Reduce -6.5% |
| SCHW Schwab (charles) Corp. | 0.19% | 13,685 | $1.3M | Reduce -10.5% |
| WFC Wells Fargo & Co. | 0.18% | 14,493 | $1.2M | Reduce -1.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 4,880 | $1.2M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.18% | 13,273 | $1.2M | Add +0.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.18% | 8,447 | $1.2M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 5,405 | $1.2M | Reduce -5.8% |
| IWR iShares Russell Mid-Cap ETF | 0.17% | 10,326 | $1.1M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.17% | 1,215 | $1.1M | Reduce -5.8% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.16% | 23,165 | $1.1M | Reduce -54.8% |
| EFA iShares MSCI Eafe ETF | 0.16% | 10,399 | $1.1M | Reduce -2.8% |
| FPEI First Trust Institutional PR | 0.16% | 53,177 | $1.0M | Reduce -2.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.15% | 19,320 | $985K | Add +0.0% |
| MA Mastercard Inc. Class A | 0.15% | 1,904 | $978K | Reduce -1.6% |
| ELV Elevance Health Inc. | 0.14% | 2,453 | $949K | Reduce -9.2% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 13,110 | $934K | Add +3.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.13% | 8,427 | $876K | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 2,833 | $859K | Reduce -2.8% |
| IWM iShares Russell 2000 ETF | 0.13% | 2,817 | $846K | Reduce -2.7% |
| NSC Norfolk Southern Corp. | 0.13% | 2,687 | $845K | Add +0.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.13% | 13,451 | $837K | Reduce -6.9% |
| GLD SPDR Gold Shares | 0.13% | 2,270 | $836K | Add +0.6% |
| NVDA Nvidia Corp. | 0.12% | 4,077 | $816K | Reduce -2.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 13,331 | $810K | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,079 | $806K | Reduce -1.3% |
| RCL Royal Caribbean Cruises Ltd. | 0.12% | 2,393 | $760K | Add +0.1% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.11% | 14,420 | $728K | Reduce -2.0% |
| IQV Iqvia Holdings Inc. | 0.11% | 3,758 | $726K | Reduce -2.9% |
| EFV iShares MSCI Eafe Value ETF | 0.10% | 8,998 | $689K | No change |
| PM Philip Morris International | 0.10% | 3,770 | $682K | Reduce -10.1% |
| RTX RTX Corp. | 0.10% | 3,526 | $669K | Reduce -2.1% |
| AVGO Broadcom Inc. | 0.10% | 1,734 | $655K | No change |
| ADI Analog Devices Inc. | 0.09% | 1,531 | $608K | Reduce -8.4% |
| BNY Bank of New York Mellon Corp. | 0.09% | 4,189 | $606K | Reduce -1.6% |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 3,480 | $573K | Add +4.1% |
| INTC Intel Corp. | 0.09% | 4,030 | $563K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 5,755 | $554K | Reduce -2.7% |
| IVE iShares S&P 500 Value ETF | 0.08% | 2,413 | $548K | No change |
| LECO Lincoln Electric Holdings | 0.08% | 2,030 | $539K | No change |
| IWD iShares Russell 1000 Value E | 0.08% | 2,195 | $532K | Reduce -0.6% |
| FITB Fifth Third Bancorp | 0.08% | 9,356 | $527K | Reduce -4.7% |
| OUNZ Vaneck Merk Gold ETF | 0.08% | 13,635 | $526K | No change |
| DVY iShares Select Dividend ETF | 0.08% | 3,271 | $511K | Add +0.0% |
| PWR Quanta Services Inc. | 0.08% | 702 | $505K | No change |
| CVX Chevron Corp. | 0.08% | 3,029 | $502K | Reduce -3.8% |
| BAC Bank of America Corp. | 0.07% | 8,600 | $490K | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 13,850 | $469K | Add +16.8% |
| RWL Invesco S&P 500 Revenue ETF | 0.07% | 3,659 | $467K | Add +1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,244 | $460K | Reduce -5.1% |
| NVS Novartis AG-Sponsored ADR | 0.07% | 2,821 | $442K | Reduce -9.2% |
| CRDO Credo Technology Group Holdi | 0.07% | 1,608 | $437K | No change |
| COR Cencora Inc. | 0.07% | 1,523 | $431K | Reduce -10.4% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 2,619 | $430K | Add +0.4% |
| COP Conocophillips | 0.06% | 4,020 | $418K | Reduce -0.3% |
| PPA Invesco Aerospace & Defense | 0.06% | 2,334 | $412K | Add +6.8% |
| KO The Coca-Cola Co. | 0.06% | 4,969 | $404K | Reduce -5.2% |
| CSCO Cisco Systems Inc. | 0.06% | 3,424 | $402K | Add +0.3% |
| DUK Duke Energy Corp. | 0.06% | 3,092 | $391K | Reduce -2.5% |
| LMBS First Trust Low Duration Opp | 0.06% | 7,674 | $382K | Reduce -24.6% |
| JNJ Johnson & Johnson | 0.06% | 1,484 | $377K | Reduce -4.7% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 6,513 | $375K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.05% | 2,500 | $356K | No change |
| BTT BlackRock 2030 Muni TRGT TRM | 0.05% | 15,404 | $350K | Add +0.6% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.05% | 7,350 | $349K | Reduce -1.0% |
| DNOV FT Vest US Equity Deep Buffe | 0.05% | 6,735 | $346K | No change |
| WMT Walmart Inc. | 0.05% | 3,021 | $342K | No change |
| ORCL Oracle Corp. | 0.05% | 2,304 | $338K | Reduce -1.8% |
| GD General Dynamics Corp. | 0.05% | 950 | $336K | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.05% | 792 | $329K | Reduce -23.4% |
| PFE Pfizer Inc. | 0.05% | 13,663 | $329K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 866 | $324K | Add +0.8% |
| QCOM Qualcomm Inc. | 0.05% | 1,741 | $322K | Reduce -36.8% |
| WDC Western Digital Corp. | 0.05% | 500 | $319K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,124 | $316K | Reduce -3.7% |
| ABBV Abbvie Inc. | 0.05% | 1,236 | $311K | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.05% | 3,050 | $309K | Add +24.5% |
| PHO Invesco Water Resources ETF | 0.05% | 4,411 | $305K | No change |
| JHMM John Hancock Multi Fact Mid | 0.05% | 4,001 | $300K | No change |
| PSCT Invesco S&P Smallcap Informa | 0.04% | 3,111 | $287K | No change |
| PEP Pepsico Inc. | 0.04% | 2,110 | $286K | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 0.04% | 1,287 | $284K | Reduce -2.0% |
| APD Air Products & Chemicals Inc. | 0.04% | 911 | $267K | Reduce -16.4% |
| IWF iShares Russell 1000 Growth | 0.04% | 2,140 | $266K | No change |
| UL Unilever PLC-Sponsored ADR | 0.04% | 4,377 | $263K | Reduce -19.7% |
| RDVI FT Vest Rising Dividend Achi | 0.04% | 8,869 | $261K | Reduce -3.3% |
| HD Home Depot Inc. | 0.04% | 728 | $257K | Reduce -12.4% |
| ECL Ecolab Inc. | 0.04% | 918 | $256K | Reduce -7.8% |
| BPRE Bluerock Private Real Estate | 0.04% | 19,352 | $252K | Add +5.7% |
| MCD McDonald's Corp. | 0.04% | 920 | $249K | Reduce -10.2% |
| XLV SS Health Care Select Sector | 0.04% | 1,552 | $246K | Add +0.4% |
| EEM iShares MSCI Emerging Market | 0.04% | 3,470 | $237K | No change |
| SLV iShares Silver Trust | 0.04% | 4,363 | $233K | Add +7.4% |
| SCHF Schwab Intl Equity ETF | 0.04% | 8,341 | $231K | Reduce -0.4% |
| ACWI iShares MSCI Acwi ETF | 0.03% | 1,443 | $227K | No change |
| GEV GE Vernova Inc. | 0.03% | 191 | $225K | Reduce -9.1% |
| BA The Boeing Co. | 0.03% | 1,025 | $222K | No change |
| USB US Bancorp | 0.03% | 3,670 | $222K | No change |
| ISCG iShares Morningstar Small-Ca | 0.03% | 3,320 | $218K | Reduce -8.3% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.03% | 1,769 | $216K | No change |
| MCK McKesson Corp. | 0.03% | 283 | $214K | Reduce -4.4% |
| DES Wisdomtree US Smallcap Divid | 0.03% | 5,216 | $212K | Add +0.6% |
| DMAR FT Vest US Equity Deep Buffe | 0.03% | 4,725 | $211K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 516 | $211K | Reduce -4.8% |
| MU Micron Technology Inc. | 0.03% | 179 | $207K | Add +138.7% |
| MDT Medtronic PLC | 0.03% | 2,597 | $203K | Reduce -4.2% |
| KR Kroger Co. | 0.03% | 3,619 | $201K | Reduce -8.1% |
| VHT Vanguard Health Care ETF | 0.03% | 661 | $198K | Reduce -5.8% |
| RPG Invesco S&P 500 Pure Growth | 0.03% | 3,027 | $193K | No change |
| ABNB Airbnb Inc. Class A | 0.03% | 1,330 | $190K | Reduce -4.7% |
| AVDV Avantis Intl S/C Value ETF | 0.03% | 1,810 | $187K | No change |
| AXP American Express Co. | 0.03% | 531 | $180K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.03% | 485 | $177K | Add +0.6% |
| CHKP Check Point Software Tech | 0.03% | 1,328 | $175K | Reduce -15.7% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 347 | $174K | Reduce -8.4% |
| UNP Union Pacific Corp. | 0.03% | 633 | $172K | Add +0.5% |
| VTIP Vanguard Short-Term Tips | 0.03% | 3,400 | $171K | No change |
| SCHM Schwab US Mid Cap ETF | 0.03% | 4,593 | $169K | No change |
| UBER Uber Technologies Inc. | 0.02% | 2,246 | $162K | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.02% | 1,257 | $162K | No change |
| VEEV Veeva Systems Inc. Class A | 0.02% | 910 | $161K | Reduce -42.1% |
| GRID First TRST Nasd Class Edg Sgiif | 0.02% | 840 | $161K | Add +3.2% |
| ISRG Intuitive Surgical Inc. | 0.02% | 403 | $160K | No change |
| BHM Bluerock Homes Trust Inc. | 0.02% | 17,571 | $158K | Add +1.1% |
| MAS Masco Corp. | 0.02% | 1,920 | $156K | Reduce -20.9% |
| FSLR First Solar Inc. | 0.02% | 655 | $155K | Reduce -9.0% |
| IWV iShares Russell 3000 ETF | 0.02% | 355 | $151K | No change |
| RAAX Vaneck Real Assets ETF | 0.02% | 3,749 | $149K | Add +7.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 1,764 | $148K | No change |
| TGT Target Corp. | 0.02% | 1,106 | $144K | Add +0.4% |
| SCHA Schwab US Small-Cap ETF | 0.02% | 3,984 | $144K | Reduce -4.1% |
| CRM Salesforce Inc. | 0.02% | 916 | $144K | Reduce -29.7% |
| URI United Rentals Inc. | 0.02% | 125 | $142K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.02% | 70 | $139K | No change |
| YLDE Franklin Clearbridge Enhance | 0.02% | 2,498 | $139K | No change |
| SO The Southern Co. | 0.02% | 1,450 | $139K | No change |
| AEP American Electric Power | 0.02% | 1,005 | $138K | Add +0.3% |
| PIO Invesco Global Water ETF | 0.02% | 3,047 | $137K | Add +0.2% |
| TCAF T Rowe PRC Cap Appreciation | 0.02% | 3,255 | $134K | Reduce -8.9% |
| NFLX Netflix Inc. | 0.02% | 1,870 | $134K | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 5,259 | $129K | Reduce -14.7% |
| AGG iShares Core U.S. Aggregate | 0.02% | 1,290 | $128K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 255 | $127K | Reduce -9.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 367 | $126K | No change |
| MMM 3M Co. | 0.02% | 763 | $124K | No change |
| MPLX MPLX LP | 0.02% | 2,173 | $122K | No change |
| CDEI Calvert US L-C Dei Index ETF | 0.02% | 1,335 | $122K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.02% | 2,148 | $121K | Reduce -7.8% |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 545 | $120K | No change |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.02% | 2,847 | $119K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 1,530 | $119K | No change |
| GNOV FT Vest US Equity Moderate B | 0.02% | 2,849 | $119K | Reduce -2.2% |
| BIV Vanguard Intermediate-Term B | 0.02% | 1,500 | $115K | No change |
| KLAC KLA Corp. | 0.02% | 379 | $114K | Reduce -21.0% |
| OEF iShares S&P 100 ETF | 0.02% | 312 | $114K | No change |
| PMBS PIMCO MBS Active ETF | 0.02% | 2,250 | $111K | No change |
| AMD Advanced Micro Devices | 0.02% | 190 | $110K | No change |
| PDEC Innovator U.S. Equity Power | 0.02% | 2,310 | $106K | Reduce -5.1% |
| PNC PNC Financial Services Group | 0.02% | 428 | $105K | No change |
| GAPR FT Vest US Equity Moderate B | 0.02% | 2,515 | $105K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 836 | $103K | Add +9.7% |
| PAVE Global X US Infrastructure | 0.02% | 1,718 | $101K | New |
| ORLY O'reilly Automotive Inc. | 0.02% | 1,080 | $99K | No change |
| VFH Vanguard Financials ETF | 0.01% | 740 | $97K | Add +3.5% |
| OKE Oneok Inc. | 0.01% | 1,113 | $97K | Add +0.1% |
| PHYS Sprott Physical Gold Trust | 0.01% | 3,200 | $97K | No change |
| ICLN iShares Global Clean Energy | 0.01% | 4,528 | $93K | No change |
| HBAN Huntington Bancshares Inc. | 0.01% | 5,212 | $92K | No change |
| LIN Linde PLC | 0.01% | 177 | $92K | No change |
| DFAX Dimensional World Ex US Core | 0.01% | 2,475 | $91K | No change |
| NUE Nucor Corp. | 0.01% | 405 | $90K | Add +1.3% |
| CMI Cummins Inc. | 0.01% | 125 | $89K | No change |
| CINF Cincinnati Financial Corp. | 0.01% | 476 | $88K | No change |
| HPE Hewlett Packard Enterprise | 0.01% | 1,896 | $86K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 275 | $84K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 1,020 | $82K | No change |
| VDE Vanguard Energy ETF | 0.01% | 540 | $81K | Add +0.6% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.01% | 895 | $79K | No change |
| ABT Abbott Laboratories | 0.01% | 866 | $79K | No change |
| MAC The Macerich Co. | 0.01% | 3,065 | $77K | No change |
| T AT&T Inc. | 0.01% | 3,690 | $76K | Reduce -20.6% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.01% | 1,350 | $75K | No change |
| CARR Carrier Global Corp. | 0.01% | 1,021 | $75K | Add +0.3% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 872 | $72K | No change |
| CNI Canadian Natl Railway Co. | 0.01% | 600 | $72K | No change |
| GLW Corning Inc. | 0.01% | 275 | $70K | No change |
| SNY Sanofi-ADR | 0.01% | 1,644 | $70K | Reduce -62.0% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 238 | $69K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 1,316 | $69K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 800 | $68K | No change |
| GOCT FT Vest US Equity Moderate B | 0.01% | 1,635 | $68K | Reduce -3.3% |
| ENB Enbridge Inc. | 0.01% | 1,249 | $68K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 443 | $67K | Reduce -24.4% |
| SBUX Starbucks Corp. | 0.01% | 654 | $67K | Reduce -24.7% |
| ALAB Astera Labs Inc. | 0.01% | 137 | $66K | New |
| RSPE Invesco ESG SP 500 Eq Weight | 0.01% | 1,913 | $65K | No change |
| ICLR Icon PLC filed as ICON PUB LTD CO | 0.01% | 371 | $64K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 620 | $64K | No change |
| GLAD Gladstone Capital Corp. | 0.01% | 3,222 | $63K | Add +2.4% |
| CTVA Corteva Inc. | 0.01% | 729 | $62K | No change |
| VZ Verizon Communications Inc. | 0.01% | 1,454 | $62K | Reduce -1.4% |
| NPFD Nuveen Var RT Pref & Inc. | 0.01% | 3,269 | $62K | Reduce -31.4% |
| THNQ Robo Global Artificial Intel filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 662 | $60K | Reduce -11.3% |
| ADP Automatic Data Processing | 0.01% | 268 | $60K | Reduce -33.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 1,034 | $60K | No change |
| DFAT Dimensional US Target Value | 0.01% | 832 | $58K | No change |
| WOR Worthington Enterprises Inc. | 0.01% | 1,071 | $58K | No change |
| OMC Omnicom Group | 0.01% | 783 | $57K | Reduce -23.9% |
| DAL Delta Air Lines Inc. | 0.01% | 604 | $57K | No change |
| DECK Deckers Outdoor Corp. | 0.01% | 568 | $56K | No change |
| IAU iShares Gold Trust | 0.01% | 707 | $53K | No change |
| ANET Arista Networks Inc. | 0.01% | 304 | $52K | No change |
| SRE Sempra | 0.01% | 553 | $51K | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.01% | 1,014 | $51K | Reduce -7.2% |
| NOC Northrop Grumman Corp. | 0.01% | 100 | $51K | No change |
| ADBE Adobe Inc. | 0.01% | 245 | $50K | Reduce -40.5% |
| SPHY SS SPDR P High Yield ETF | 0.01% | 2,350 | $49K | New |
| SCHR Schwab Intermediate-Term US | 0.01% | 2,005 | $49K | Add +1.0% |
| GOOD Gladstone Commercial Corp. | 0.01% | 4,010 | $49K | Add +2.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 600 | $49K | No change |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.01% | 919 | $48K | No change |
| FRNW Fidelity Clean Energy ETF | 0.01% | 1,970 | $48K | No change |
| PSA Public Storage | 0.01% | 150 | $48K | Reduce -42.1% |
| NVT Nvent Electric PLC | 0.01% | 275 | $47K | Reduce -26.7% |
| UNIT Uniti Group Inc. | 0.01% | 4,039 | $46K | No change |
| PEBO Peoples Bancorp Inc. | 0.01% | 1,193 | $46K | Add +1.3% |
| CLS Celestica Inc. | 0.01% | 121 | $44K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 895 | $43K | No change |
| ALAI Alger AI Enable & Adopt ETF | 0.01% | 940 | $43K | No change |
| DCI Donaldson Co. Inc. | 0.01% | 477 | $43K | Add +0.2% |
| APOG Apogee Enterprises Inc. | 0.01% | 936 | $43K | Add +0.7% |
| NKE Nike Inc. Class B | 0.01% | 995 | $41K | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 684 | $41K | Add +48.4% |
| AIVL Wisdomtree US AI Enhanced Va | 0.01% | 308 | $40K | Add +0.7% |
| VPU Vanguard Utilities ETF | 0.01% | 202 | $39K | Add +0.5% |
| PPL PPL Corp. | 0.01% | 1,081 | $39K | Add +0.8% |
| WS Worthington Steel Inc. | 0.01% | 1,150 | $39K | No change |
| AA Alcoa Corp. | 0.01% | 733 | $38K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 475 | $38K | Reduce -39.0% |
| SCHV Schwab US Large-Cap Value | 0.01% | 1,092 | $38K | No change |
| KTB Kontoor Brands Inc. | 0.01% | 443 | $37K | No change |
| HODL Vaneck Bitcoin ETF | 0.01% | 2,208 | $37K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 400 | $36K | No change |
| HUM Humana Inc. | 0.01% | 90 | $36K | No change |
| CSX CSX Corp. | 0.01% | 750 | $36K | No change |
| XLE SS Energy Select Sector | 0.01% | 665 | $35K | Reduce -22.8% |
| ILCG iShares Morningstar Growth E | 0.01% | 301 | $35K | No change |
| MPT Medical Properties Trust Inc. | 0.01% | 7,601 | $35K | Add +1.9% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.01% | 305 | $35K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 76 | $35K | No change |
| RDDT Reddit Inc. Class A | 0.01% | 200 | $35K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 307 | $35K | Add +0.7% |
| PRU Prudential Financial Inc. | 0.01% | 304 | $33K | Reduce -46.0% |
| UAL United Airlines Holdings Inc. | 0.01% | 240 | $33K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.00% | 221 | $32K | No change |
| WTRG Essential Utilities Inc. | 0.00% | 842 | $32K | Add +1.0% |
| CRWV Coreweave Inc. Class A | 0.00% | 320 | $32K | No change |
| ENPH Enphase Energy Inc. | 0.00% | 640 | $32K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 105 | $31K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 323 | $31K | Add +0.9% |
| FBT First Trust Nyse Arca Biotec | 0.00% | 125 | $31K | No change |
| SCHD Schwab US DVD Equity ETF | 0.00% | 975 | $31K | No change |
| QCLN First Trust Nasdaq Clean Edg | 0.00% | 504 | $31K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 269 | $31K | No change |
| ORI Old Republic Intl Corp. | 0.00% | 750 | $31K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 89 | $31K | No change |
| DNN Denison Mines Corp. | 0.00% | 10,000 | $31K | No change |
| PBD Invesco Global Clean Energy | 0.00% | 1,558 | $31K | Add +0.4% |
| XISE FT Vest US Equity Buffer & P | 0.00% | 982 | $30K | Add +1.6% |
| IBRX Immunitybio Inc. | 0.00% | 3,305 | $29K | No change |
| AEIS Advanced Energy Industries | 0.00% | 75 | $28K | Reduce -57.1% |
| ED Consolidated Edison Inc. | 0.00% | 250 | $28K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 1,021 | $27K | New |
| ITW Illinois Tool Works | 0.00% | 100 | $27K | Reduce -31.0% |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 803 | $27K | No change |
| TRFK Pacer Data and Digital Rev | 0.00% | 250 | $27K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 220 | $26K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 500 | $26K | No change |
| ASA ASA Gold and Precious Metals | 0.00% | 500 | $26K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.00% | 89 | $25K | No change |
| STE Steris PLC | 0.00% | 120 | $25K | No change |
| APLD Applied Digital Corp. | 0.00% | 671 | $25K | No change |
| MYRG MYR Group Inc./Delaware | 0.00% | 50 | $25K | Reduce -50.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.00% | 1,065 | $25K | Add +1.1% |
| GAIN Gladstone Investment Corp. | 0.00% | 1,594 | $25K | Add +1.5% |
| LRCX Lam Research Corp. | 0.00% | 57 | $25K | No change |
| ITA iShares U.S. Aerospace & Def | 0.00% | 100 | $24K | No change |
| VIK Viking Holdings Ltd. | 0.00% | 229 | $24K | No change |
| FR First Industrial Realty TR | 0.00% | 386 | $24K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.00% | 362 | $23K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 199 | $23K | Reduce -81.8% |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 241 | $23K | Add +3.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.00% | 268 | $22K | Add +1.9% |
| SNX TD Synnex Corp. | 0.00% | 82 | $22K | No change |
| THG Hanover Insurance Group Inc./ | 0.00% | 102 | $22K | No change |
| JOBY Joby Aviation Inc. | 0.00% | 2,425 | $22K | No change |
| FTNT Fortinet Inc. | 0.00% | 140 | $22K | No change |
| CCL Carnival Corp. Ltd. | 0.00% | 743 | $21K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 226 | $21K | No change |
| STT State Street Corp. | 0.00% | 123 | $21K | No change |
| MTZ Mastec Inc. | 0.00% | 50 | $21K | Reduce -66.7% |
| CHWY Chewy Inc. Class A | 0.00% | 1,050 | $21K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 133 | $21K | Reduce -4.3% |
| CI The Cigna Group | 0.00% | 74 | $20K | No change |
| MDLZ Mondelez International Inc. Class A | 0.00% | 352 | $20K | Reduce -34.9% |
| KVUE Kenvue Inc. | 0.00% | 1,042 | $20K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 727 | $20K | No change |
| PDP Invesco Dorsey Wright Moment | 0.00% | 130 | $20K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 224 | $19K | No change |
| MET Metlife Inc. | 0.00% | 227 | $19K | Add +0.4% |
| IYC iShares US Consumer Discreti | 0.00% | 190 | $19K | No change |
| OBDC Blue Owl Capital Corp. | 0.00% | 1,688 | $18K | Reduce -47.6% |
| LAND Gladstone Land Corp. | 0.00% | 2,109 | $18K | Add +1.5% |
| PAG Penske Automotive Group Inc. | 0.00% | 100 | $18K | New |
| NXT Nextpower Inc. | 0.00% | 150 | $18K | Reduce -50.0% |
| CSIQ Canadian Solar Inc. | 0.00% | 1,110 | $18K | No change |
| LINC Lincoln Educational Services | 0.00% | 350 | $17K | No change |
| XYL Xylem Inc. | 0.00% | 147 | $17K | Add +0.7% |
| JKS Jinkosolar Holding Co.-ADR | 0.00% | 1,028 | $17K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 34 | $17K | No change |
| AON Aon PLC Class A | 0.00% | 52 | $17K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.00% | 208 | $17K | No change |
| CB Chubb Ltd. | 0.00% | 50 | $17K | No change |
| PH Parker Hannifin Corp. | 0.00% | 17 | $17K | No change |
| CHAT Roundhill Gen AI & Tech ETF | 0.00% | 167 | $16K | Add +3.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 360 | $16K | No change |
| PSLV Sprott Physical Silver Trust | 0.00% | 862 | $16K | No change |
| WPC WP Carey Inc. | 0.00% | 223 | $16K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 74 | $16K | No change |
| DVN Devon Energy Corp. | 0.00% | 376 | $16K | Add +304.3% |
| AQWA Global X Clean Water ETF | 0.00% | 752 | $15K | No change |
| BWXT BWX Technologies Inc. | 0.00% | 75 | $15K | No change |
| IT Gartner Inc. | 0.00% | 110 | $14K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 125 | $14K | Reduce -40.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 392 | $14K | Add +0.3% |
| L Loews Corp. | 0.00% | 125 | $14K | No change |
| MOG.A Moog Inc. Class A | 0.00% | 33 | $14K | New |
| WEC WEC Energy Group Inc. | 0.00% | 119 | $14K | No change |
| WAR US GL Tech Aerospace Defense | 0.00% | 400 | $14K | New |
| FJAN FT Vest U.S. Equity Buffer E | 0.00% | 250 | $14K | No change |
| SLVP iShares MSCI Global Silver A | 0.00% | 430 | $13K | New |
| FVD First Trust Value Line DVD | 0.00% | 273 | $13K | Add +87.0% |
| TAN Invesco Solar ETF | 0.00% | 221 | $13K | No change |
| XEL Xcel Energy Inc. | 0.00% | 162 | $13K | No change |
| XCHYX Calamos Convert & High Inc. | 0.00% | 950 | $13K | No change |
| MO Altria Group Inc. | 0.00% | 179 | $13K | Add +1.7% |
| AME Ametek Inc. | 0.00% | 53 | $13K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.00% | 250 | $13K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 72 | $13K | No change |
| ETR Entergy Corp. | 0.00% | 110 | $13K | No change |
| EME Emcor Group Inc. | 0.00% | 15 | $12K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 81 | $12K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 157 | $12K | No change |
| DFIV Dimensional International Va | 0.00% | 225 | $12K | Add +1.8% |
| TDY Teledyne Technologies Inc. | 0.00% | 18 | $12K | No change |
| ROST Ross Stores Inc. | 0.00% | 56 | $12K | No change |
| AG First Majestic Silver Corp. | 0.00% | 700 | $12K | No change |
| ARKW ARK Next Generation Technolo | 0.00% | 81 | $12K | No change |
| XMAY FT US Eq Enh&mod Buff - May | 0.00% | 320 | $12K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 18 | $12K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.00% | 213 | $12K | No change |
| BP BP PLC-Spons ADR | 0.00% | 311 | $11K | Reduce -39.1% |
| NI Nisource Inc. | 0.00% | 241 | $11K | No change |
| DOV Dover Corp. | 0.00% | 51 | $11K | No change |
| ARTY iShares Future AI & Tech ETF | 0.00% | 149 | $11K | Add +25.2% |
| SMB Vaneck Short Muni ETF | 0.00% | 650 | $11K | Add +0.3% |
| CMS CMS Energy Corp. | 0.00% | 147 | $11K | No change |
| RL Ralph Lauren Corp. | 0.00% | 28 | $11K | No change |
| EMBJ Embraer SA-Spon ADR | 0.00% | 175 | $11K | New |
| HST Host Hotels & Resorts Inc. | 0.00% | 464 | $11K | No change |
| RUN Sunrun Inc. | 0.00% | 820 | $11K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 46 | $11K | No change |
| SPG Simon Property Group Inc. | 0.00% | 48 | $11K | No change |
| DTE DTE Energy Company | 0.00% | 70 | $11K | No change |
| CGW Invesco S&P Global Water Ind | 0.00% | 160 | $10K | No change |
| VLO Valero Energy Corp. | 0.00% | 40 | $10K | New |
| FCNCA First Citizens Bcshs Class A | 0.00% | 5 | $10K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 106 | $10K | No change |
| ROBT First Trust Nasdaq Artificia | 0.00% | 182 | $10K | Add +0.6% |
| VGK Vanguard Ftse Europe ETF | 0.00% | 115 | $10K | No change |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | 0.00% | 200 | $10K | No change |
| HIG Hartford Insurance Group Inc. | 0.00% | 76 | $10K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 127 | $10K | No change |
| GBX Greenbrier Companies Inc. | 0.00% | 204 | $10K | Reduce -43.8% |
| IGV iShares Expanded Tech-Softwa | 0.00% | 110 | $10K | No change |
| GDEC FT Vest US Equity Moderate B | 0.00% | 250 | $10K | No change |
| HUBB Hubbell Inc. | 0.00% | 19 | $10K | No change |
| CRBG Corebridge Financial Inc. | 0.00% | 347 | $10K | Add +0.9% |
| REG Regency Centers Corp. | 0.00% | 121 | $10K | No change |
| NRG NRG Energy Inc. | 0.00% | 65 | $10K | No change |
| EVRG Evergy Inc. | 0.00% | 109 | $9K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 97 | $9K | No change |
| JTEK JPMorgan US Tech Leaders | 0.00% | 84 | $9K | No change |
| LOUP Innovator Deepwater Frontier | 0.00% | 95 | $9K | No change |
| SCHB Schwab US Broad Market ETF | 0.00% | 316 | $9K | Add +6.0% |
| MTG Mgic Investment Corp. | 0.00% | 317 | $9K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 634 | $9K | Add +1.0% |
| ITT Itt Inc. | 0.00% | 44 | $9K | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.00% | 1,073 | $9K | Add +1.7% |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 76 | $9K | Add +1.3% |
| GGB Gerdau SA -Spon ADR | 0.00% | 2,135 | $9K | No change |
| RNST Renasant Corp. | 0.00% | 202 | $9K | No change |
| BAX Baxter International Inc. | 0.00% | 400 | $9K | No change |
| EWA iShares MSCI Australia ETF | 0.00% | 300 | $8K | No change |
| COF Capital One Financial Corp. | 0.00% | 42 | $8K | No change |
| AYI Acuity Inc. | 0.00% | 22 | $8K | No change |
| VXF Vanguard Extended Market ETF | 0.00% | 33 | $8K | New |
| MLM Martin Marietta Materials | 0.00% | 14 | $8K | No change |
| VST Vistra Corp. | 0.00% | 50 | $8K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.00% | 160 | $8K | New |
| CVS CVS Health Corp. | 0.00% | 73 | $8K | No change |
| VGSH Vanguard Short-Term Treasury | 0.00% | 130 | $8K | Reduce -43.5% |
| SMR Nuscale Power Corp. | 0.00% | 750 | $8K | Reduce -55.0% |
| EXPE Expedia Group Inc. | 0.00% | 29 | $7K | No change |
| JBL Jabil Inc. | 0.00% | 19 | $7K | No change |
| CSL Carlisle Cos Inc. | 0.00% | 20 | $7K | No change |
| DRI Darden Restaurants Inc. | 0.00% | 35 | $7K | No change |
| GEHC GE Healthcare Technology | 0.00% | 113 | $7K | Add +2.7% |
| BROS Dutch Bros Inc. Class A | 0.00% | 100 | $7K | No change |
| WMB Williams Cos Inc. | 0.00% | 96 | $7K | No change |
| RMI Rivernorth Opport Muni Inc. | 0.00% | 452 | $7K | Add +1.8% |
| ITRI Itron Inc. | 0.00% | 80 | $7K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 98 | $7K | No change |
| WWD Woodward Inc. | 0.00% | 16 | $7K | No change |
| VOYG Voyager Technologies Inc. Class A | 0.00% | 210 | $7K | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 79 | $7K | No change |
| CC The Chemours Co. | 0.00% | 325 | $7K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 280 | $7K | Add +0.7% |
| FCX Freeport-McMoran Inc. | 0.00% | 105 | $7K | No change |
| DXYZ Destiny TECH100 Inc. | 0.00% | 250 | $6K | No change |
| GIS General Mills Inc. | 0.00% | 184 | $6K | No change |
| VONG Vanguard Russell 1000 Growth | 0.00% | 49 | $6K | No change |
| FJUL FT Vest US Equity Buffer ETF | 0.00% | 105 | $6K | No change |
| PKG Packaging Corp. of America | 0.00% | 26 | $6K | No change |
| PFG Principal Financial Group | 0.00% | 57 | $6K | No change |
| RONB Baron First Principles ETF | 0.00% | 250 | $6K | New |
| NXPI NXP Semiconductors NV | 0.00% | 21 | $6K | No change |
| VELO VELO3D Inc. | 0.00% | 330 | $6K | New |
| FINX Global X Fintech ETF | 0.00% | 230 | $6K | No change |
| ON On Semiconductor | 0.00% | 60 | $6K | No change |
| IGRO iShares Intl Div Growth ETF | 0.00% | 64 | $6K | No change |
| GLTR Abrdn Precious Metals Basket | 0.00% | 31 | $6K | No change |
| CRML Critical Metals Corp. | 0.00% | 545 | $6K | No change |
| VAW Vanguard Materials ETF | 0.00% | 24 | $5K | No change |
| TXRH Texas Roadhouse Inc. | 0.00% | 28 | $5K | No change |
| QBTS D-Wave Quantum Inc. | 0.00% | 226 | $5K | Add +10.2% |
| DNP DNP Select Income Fund Inc. | 0.00% | 500 | $5K | No change |
| BF.B Brown-Forman Corp. Class B | 0.00% | 200 | $5K | No change |
| GQI Natixis Gateway Quality Inc. | 0.00% | 90 | $5K | Add +3.5% |
| SMH Vaneck Semiconductor ETF | 0.00% | 8 | $5K | New |
| BIDU Baidu Inc. - Spon ADR | 0.00% | 45 | $5K | No change |
| RGTI Rigetti Computing Inc. | 0.00% | 265 | $5K | No change |
| PLD Prologis Inc. | 0.00% | 37 | $5K | No change |
| DTM DT Midstream Inc. | 0.00% | 34 | $5K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 233 | $5K | No change |
| FERG Ferguson Enterprises Inc. | 0.00% | 20 | $5K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 102 | $5K | Add +1.0% |
| DTCR Global X Data Center & Digit | 0.00% | 155 | $5K | New |
| USFD US Foods Holding Corp. | 0.00% | 46 | $5K | No change |
| MAGS Roundhill Magnificent Seven | 0.00% | 71 | $5K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.00% | 16 | $4K | No change |
| STNE Stoneco Ltd. Class A | 0.00% | 400 | $4K | No change |
| BBWI Bath & Body Works Inc. | 0.00% | 175 | $4K | New |
| ET Energy Transfer LP | 0.00% | 211 | $4K | Add +1.9% |
| AOR iShares Core 60/40 Balanced | 0.00% | 57 | $4K | Add +7.5% |
| IP International Paper Co. | 0.00% | 100 | $4K | No change |
| ALB Albemarle Corp. | 0.00% | 28 | $4K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 1,000 | $4K | No change |
| FRTY Alger Mid Cap 40 ETF | 0.00% | 150 | $4K | Reduce -57.9% |
| SOLV Solventum Corp. | 0.00% | 48 | $4K | Reduce -95.4% |
| ELF Elf Beauty Inc. | 0.00% | 50 | $4K | New |
| INOD Innodata Inc. | 0.00% | 48 | $4K | No change |
| EPD Enterprise Products Partners | 0.00% | 97 | $4K | Add +1.0% |
| EPAC Enerpac Tool Group Corp. | 0.00% | 98 | $4K | Reduce -24.6% |
| DAPP Vaneck Digital Transformatio | 0.00% | 180 | $3K | No change |
| C Citigroup Inc. | 0.00% | 23 | $3K | No change |
| JEDI Defiance Drone & Mod War ETF | 0.00% | 110 | $3K | New |
| ETOR Etoro Group Ltd. Class A | 0.00% | 80 | $3K | No change |
| KKR KKR & Co. Inc. | 0.00% | 33 | $3K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 31 | $3K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 200 | $3K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 148 | $3K | No change |
| FIVN FIVE9 Inc. | 0.00% | 120 | $3K | No change |
| GRAL Grail Inc. | 0.00% | 37 | $3K | No change |
| GLXY Galaxy Digital Inc. Class A | 0.00% | 90 | $2K | No change |
| FISV Fiserv Inc. | 0.00% | 50 | $2K | New |
| USAI Pacer Ame Energy Infr ETF-US | 0.00% | 53 | $2K | Add +1.9% |
| VFMF Vanguard US Multifactor ETF | 0.00% | 13 | $2K | Add +18.2% |
| TLSI Trisalus Life Sciences Inc. | 0.00% | 500 | $2K | No change |
| IONQ Ionq Inc. | 0.00% | 40 | $2K | New |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 120 | $2K | No change |
| RKLB Rocket Lab Corp. | 0.00% | 19 | $2K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 22 | $2K | Add +4.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 34 | $2K | No change |
| THRM Gentherm Inc. | 0.00% | 50 | $2K | New |
| KLAR Klarna Group PLC | 0.00% | 80 | $2K | No change |
| MOS The Mosaic Co. | 0.00% | 76 | $2K | No change |
| VSNT Versant Media Group Inc. | 0.00% | 43 | $2K | Reduce -48.2% |
| BW Babcock & Wilcox Enterpr | 0.00% | 100 | $1K | Reduce -80.0% |
| TRV The Travelers Cos Inc. | 0.00% | 4 | $1K | No change |
| SPEM State Street SP PTF Em ETF | 0.00% | 24 | $1K | No change |
| GFS Globalfoundries Inc. | 0.00% | 15 | $1K | No change |
| VTRS Viatris Inc. | 0.00% | 68 | $1K | No change |
| CIFR Cipher Digital Inc. | 0.00% | 42 | $1K | New |
| LUNR Intuitive Machines Inc. | 0.00% | 44 | $942 | New |
| DFSV Dimensional US Small Cap Val | 0.00% | 21 | $828 | No change |
| COWG Pacer US LRG Cap Cows GR LD | 0.00% | 20 | $807 | No change |
| TNDM Tandem Diabetes Care Inc. | 0.00% | 50 | $755 | New |
| TEM Tempus AI Inc. Class A | 0.00% | 13 | $754 | New |
| LUMN Lumen Technologies Inc. | 0.00% | 98 | $753 | New |
| IYZ iShares US Telecommunication | 0.00% | 17 | $720 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 11 | $697 | No change |
| QTRX Quanterix Corp. | 0.00% | 150 | $648 | New |
| IREN Iren Ltd. filed as IREN LIMITED | 0.00% | 14 | $641 | New |
| BITB Bitwise Bitcoin ETF | 0.00% | 20 | $638 | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 39 | $518 | No change |
| TPR Tapestry Inc. | 0.00% | 3 | $440 | No change |
| VONV Vanguard Russell 1000 Value | 0.00% | 3 | $319 | No change |
| CNXC Concentrix Corp. | 0.00% | 12 | $269 | No change |
| INDV Indivior Pharmaceuticals Inc. | 0.00% | 6 | $247 | New |
| LCID Lucid Group Inc. | 0.00% | 36 | $241 | No change |
| PRDO Perdoceo Education Corp. | 0.00% | 7 | $224 | No change |
| FMTM Mrktdsk Foc US Mmntm ETF | 0.00% | 5 | $219 | No change |
| PATH Uipath Inc. Class A | 0.00% | 20 | $218 | New |
| KRMN Karman Holdings Inc. | 0.00% | 4 | $200 | No change |
| DFAR Dimensional US Real Est ETF | 0.00% | 7 | $190 | No change |
| CPRX Catalyst Pharmaceuticals Inc. | 0.00% | 6 | $189 | No change |
| DEFT Defi Technologies Inc. | 0.00% | 350 | $180 | No change |
| HUCK Huckleberry AI Inc. filed as DOMO INC | 0.00% | 50 | $157 | New |
| NLOP Net Lease Office Property | 0.00% | 14 | $156 | No change |
| MCFT Mastercraft Boat Holdings Inc. | 0.00% | 6 | $155 | No change |
| HRMY Harmony Biosciences Holdings | 0.00% | 4 | $146 | Add +33.3% |
| TZOO Travelzoo | 0.00% | 9 | $106 | No change |
| HPQ HP Inc. | 0.00% | 4 | $88 | Add +33.3% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.00% | 2 | $77 | No change |
| SIGA Siga Technologies Inc. | 0.00% | 18 | $66 | Add +38.5% |
| KSCP Knightscope Inc. Class A | 0.00% | 30 | $64 | New |
| IRWD Ironwood Pharmaceuticals Inc. | 0.00% | 6 | $26 | New |
| AMCX AMC Global Media Inc. | 0.00% | 2 | $20 | New |
| VYGR Voyager Therapeutics Inc. | 0.00% | 5 | $18 | New |
| KLXE KLX Energy Services Holding | 0.00% | 4 | $11 | No change |
| SURG Surgepays Inc. | 0.00% | 15 | $6 | No change |