| VTI VG Morningstar TS MKT ETF-US | 18.53% | 416,540 | $136.7M | Add +5.1% |
| VXUS Vanguard Total Intl Stock | 9.22% | 925,561 | $68.0M | Add +25.7% |
| VEA Vanguard Ftse Developed ETF | 5.87% | 722,642 | $43.3M | Add +2.3% |
| BND Vanguard Total Bond Market | 4.78% | 474,011 | $35.3M | Add +2.6% |
| VEU Vanguard Ftse All-World Ex-U | 4.11% | 424,667 | $30.3M | Add +0.6% |
| VYM Vanguard High DVD Yield ETF | 4.07% | 212,800 | $30.0M | Add +7.4% |
| XLK SS Technology Select Sector | 3.78% | 98,828 | $27.9M | Reduce -0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.69% | 88,472 | $27.2M | Add +3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.61% | 39,931 | $26.6M | Reduce -0.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 3.28% | 300,021 | $24.2M | Reduce -12.3% |
| IWF iShares Russell 1000 Growth | 3.28% | 51,653 | $24.2M | Reduce -0.6% |
| ICSH iShares Ultra Short Duration | 2.70% | 392,899 | $19.9M | Add +5.3% |
| VNQ Vanguard Real Estate ETF | 2.67% | 215,796 | $19.7M | Add +6.9% |
| SCHB Schwab US Broad Market ETF | 2.62% | 750,348 | $19.3M | Reduce -1.4% |
| VGIT Vanguard Intermediate-Term T | 2.12% | 260,543 | $15.6M | Reduce -0.1% |
| IWV iShares Russell 3000 ETF | 1.87% | 36,350 | $13.8M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.59% | 274,784 | $11.8M | Add +25.5% |
| VWO Vanguard Ftse Emerging Marke | 1.58% | 214,850 | $11.6M | Add +1.8% |
| SCHF Schwab Intl Equity ETF | 1.58% | 499,614 | $11.6M | Reduce -2.1% |
| OEF iShares S&P 100 ETF | 1.42% | 31,360 | $10.4M | Reduce -0.2% |
| SCHP Schwab U.S. Tips ETF | 1.41% | 385,595 | $10.4M | Add +2.1% |
| ITOT iShares Core S&P Total U.S. | 1.39% | 70,153 | $10.2M | Add +0.7% |
| IWB iShares Russell 1000 ETF | 0.85% | 17,183 | $6.3M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.75% | 63,040 | $5.5M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 31,478 | $4.5M | No change |
| VGSH Vanguard Short-Term Treasury | 0.52% | 65,662 | $3.9M | Add +14.5% |
| MA Mastercard Inc. Class A | 0.50% | 6,465 | $3.7M | Reduce -1.6% |
| IXUS iShares Core Intl Stock ETF | 0.47% | 42,190 | $3.5M | Add +1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.47% | 13,679 | $3.5M | Reduce -25.7% |
| EFA iShares MSCI Eafe ETF | 0.44% | 34,668 | $3.2M | Reduce -0.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.41% | 35,402 | $3.0M | Reduce -77.6% |
| SDY SS SPDR S&P Dividend ETF | 0.37% | 19,565 | $2.7M | Reduce -7.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 9,371 | $2.6M | Reduce -6.1% |
| VOO Vanguard S&P 500 ETF | 0.35% | 4,190 | $2.6M | Add +7.7% |
| MSFT Microsoft Corp. | 0.34% | 4,865 | $2.5M | Add +1.4% |
| IVE iShares S&P 500 Value ETF | 0.31% | 11,238 | $2.3M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 20,403 | $2.0M | No change |
| USRT iShares Core US REIT ETF | 0.26% | 33,221 | $2.0M | Reduce -0.0% |
| JPST JPMorgan Ultra-Short Income | 0.25% | 36,831 | $1.9M | Reduce -6.1% |
| IVV iShares Core S&P 500 ETF | 0.24% | 2,686 | $1.8M | Reduce -3.8% |
| IEMG iShares Core MSCI Emerging | 0.21% | 24,005 | $1.6M | No change |
| GOVT iShares US Treasury Bond ETF | 0.20% | 65,353 | $1.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 2,771 | $1.4M | Add +1.9% |
| VXF Vanguard Extended Market ETF | 0.18% | 6,429 | $1.3M | Reduce -31.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.18% | 25,942 | $1.3M | Reduce -10.1% |
| ABBV Abbvie Inc. | 0.17% | 5,525 | $1.3M | Add +0.1% |
| AAPL Apple Inc. | 0.17% | 5,019 | $1.3M | Add +16.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 2,037 | $1.2M | No change |
| EEM iShares MSCI Emerging Market | 0.15% | 20,072 | $1.1M | No change |
| ORCL Oracle Corp. | 0.14% | 3,725 | $1.0M | Reduce -2.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.14% | 43,439 | $1.0M | Add +2.4% |
| MINT PIMCO Enhanced Short Maturit | 0.14% | 10,118 | $1.0M | Reduce -3.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.13% | 39,023 | $983K | Reduce -3.0% |
| BX Blackstone Inc. | 0.12% | 5,287 | $903K | Reduce -3.3% |
| SCHH Schwab US REIT ETF | 0.11% | 38,026 | $820K | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.11% | 3,708 | $814K | Add +0.4% |
| VT Vanguard Tot World STK ETF | 0.11% | 5,658 | $780K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.11% | 7,033 | $777K | No change |
| JPM JPMorgan Chase & Co. | 0.10% | 2,419 | $763K | Reduce -2.9% |
| IWD iShares Russell 1000 Value E | 0.10% | 3,705 | $754K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.10% | 3,038 | $742K | No change |
| VTIP Vanguard Short-Term Tips | 0.10% | 14,654 | $742K | Add +0.4% |
| XLV SS Health Care Select Sector | 0.10% | 5,324 | $741K | Reduce -13.4% |
| PDBC Invesco Optimum Yield Divers | 0.10% | 55,084 | $740K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.10% | 6,350 | $716K | Add +0.3% |
| XLP SS Consumer Staples Sel Sect | 0.10% | 9,036 | $708K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 2,875 | $700K | No change |
| OKE Oneok Inc. | 0.09% | 9,338 | $681K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.09% | 13,180 | $676K | Reduce -20.4% |
| IJR iShares Core S&P Small-Cap E | 0.09% | 5,608 | $666K | Reduce -86.8% |
| JNJ Johnson & Johnson | 0.09% | 3,549 | $658K | Add +31.9% |
| IUSV iShares Core S&P U.S. Value | 0.08% | 5,915 | $591K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.08% | 26,402 | $585K | Add +15.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.08% | 22,896 | $584K | Add +4.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.08% | 23,804 | $578K | Add +4.5% |
| SPG Simon Property Group Inc. | 0.08% | 3,000 | $563K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.07% | 3,530 | $499K | Reduce -23.9% |
| QCOM Qualcomm Inc. | 0.06% | 2,805 | $467K | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.06% | 20,992 | $445K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.06% | 16,891 | $411K | Add +6.5% |
| C Citigroup Inc. | 0.06% | 4,002 | $406K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 3,196 | $386K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 11,531 | $385K | Add +0.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 1,231 | $381K | Add +19.6% |
| IYW iShares Ustechnology ETF | 0.05% | 1,927 | $377K | Reduce -12.5% |
| PG The Procter & Gamble Co. | 0.05% | 2,295 | $353K | Add +2.0% |
| CSCO Cisco Systems Inc. | 0.05% | 5,116 | $350K | Reduce -6.6% |
| UPS United Parcel Service Class B | 0.05% | 4,167 | $348K | Add +0.4% |
| PNC PNC Financial Services Group | 0.04% | 1,604 | $322K | Reduce -1.2% |
| MRSH Marsh & McLennan Cos | 0.04% | 1,566 | $316K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.04% | 11,397 | $292K | Add +11.2% |
| TSLA Tesla Inc. | 0.04% | 617 | $274K | Add +5.5% |
| DUK Duke Energy Corp. | 0.04% | 2,182 | $270K | No change |
| VDE Vanguard Energy ETF | 0.04% | 2,078 | $262K | Add +0.4% |
| NOW ServiceNow Inc. | 0.04% | 283 | $260K | Add +1.1% |
| CRUS Cirrus Logic Inc. | 0.03% | 2,000 | $251K | No change |
| DFAC Dimensional US Core Equity 2 | 0.03% | 6,477 | $250K | No change |
| HEI.A Heico Corp. Class A | 0.03% | 922 | $234K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 949 | $231K | Reduce -11.8% |
| BDJ BlackRock Enhanced Eqty DVD | 0.03% | 24,762 | $226K | Reduce -9.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.03% | 1,577 | $225K | Reduce -14.5% |
| IWM iShares Russell 2000 ETF | 0.03% | 900 | $218K | Reduce -1.4% |
| CTVA Corteva Inc. | 0.03% | 3,166 | $214K | No change |
| SCHD Schwab US DVD Equity ETF | 0.03% | 7,726 | $211K | Add +0.7% |
| ADP Automatic Data Processing | 0.03% | 713 | $209K | Add +3.6% |
| DFIV Dimensional International Va | 0.03% | 4,489 | $207K | No change |
| NVDA Nvidia Corp. | 0.03% | 1,096 | $205K | Reduce -58.0% |
| PM Philip Morris International | 0.03% | 1,266 | $205K | Reduce -20.4% |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 3,548 | $203K | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 880 | $190K | No change |
| META Meta Platforms Inc. Class A | 0.03% | 258 | $189K | Add +10.7% |
| ACN Accenture PLC Class A | 0.02% | 727 | $179K | No change |
| BA The Boeing Co. | 0.02% | 823 | $178K | Reduce -26.7% |
| DLN Wisdomtree US Largecap Divid | 0.02% | 2,000 | $174K | No change |
| CVX Chevron Corp. | 0.02% | 1,088 | $169K | Add +2.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 1,999 | $166K | Add +0.8% |
| HD Home Depot Inc. | 0.02% | 394 | $160K | Add +48.1% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 2,327 | $152K | Add +0.1% |
| CVS CVS Health Corp. | 0.02% | 2,006 | $151K | No change |
| ENB Enbridge Inc. | 0.02% | 2,973 | $150K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 1,890 | $149K | No change |
| AXON Axon Enterprise Inc. | 0.02% | 204 | $146K | No change |
| FSTR Foster (lb) Co. Class A | 0.02% | 5,000 | $135K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 706 | $132K | Add +370.7% |
| PEP Pepsico Inc. | 0.02% | 929 | $131K | Add +0.2% |
| GM General Motors Co. | 0.02% | 2,114 | $129K | No change |
| ETN Eaton Corp. PLC | 0.02% | 330 | $124K | Add +10.0% |
| GLW Corning Inc. | 0.02% | 1,500 | $123K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 251 | $120K | Add +1830.8% |
| MET Metlife Inc. | 0.02% | 1,430 | $118K | No change |
| SRE Sempra | 0.02% | 1,316 | $118K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 421 | $118K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.02% | 1,302 | $117K | No change |
| V Visa Inc. Class A | 0.02% | 338 | $115K | Reduce -32.5% |
| COST Costco Wholesale Corp. | 0.02% | 123 | $114K | New |
| T AT&T Inc. | 0.02% | 3,920 | $111K | Reduce -3.3% |
| IAU iShares Gold Trust | 0.01% | 1,493 | $109K | Add +31.0% |
| SO The Southern Co. | 0.01% | 1,154 | $109K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 279 | $109K | No change |
| PFE Pfizer Inc. | 0.01% | 4,161 | $106K | Reduce -26.5% |
| FISV Fiserv Inc. | 0.01% | 800 | $103K | Reduce -50.0% |
| ED Consolidated Edison Inc. | 0.01% | 1,000 | $101K | No change |
| KO The Coca-Cola Co. | 0.01% | 1,481 | $98K | Add +0.2% |
| FDX FedEx Corp. | 0.01% | 405 | $96K | No change |
| CLX Clorox Company | 0.01% | 767 | $95K | Add +36.2% |
| MCD McDonald's Corp. | 0.01% | 314 | $95K | Add +4.7% |
| AVGO Broadcom Inc. | 0.01% | 282 | $93K | Add +112.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 1,230 | $90K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 677 | $88K | No change |
| NUE Nucor Corp. | 0.01% | 622 | $84K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.01% | 1,870 | $82K | Add +10.0% |
| MU Micron Technology Inc. | 0.01% | 477 | $80K | No change |
| GRAL Grail Inc. | 0.01% | 1,324 | $78K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 323 | $77K | No change |
| WSBC Wesbanco Inc. | 0.01% | 2,399 | $77K | No change |
| ABT Abbott Laboratories | 0.01% | 549 | $74K | Add +9.8% |
| PPL PPL Corp. | 0.01% | 1,954 | $73K | No change |
| LULU Lululemon Athletica Inc. | 0.01% | 407 | $72K | No change |
| BR Broadridge Financial Solutio | 0.01% | 295 | $70K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 660 | $68K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 738 | $66K | Add +0.4% |
| CAT Caterpillar Inc. | 0.01% | 137 | $65K | Add +23.4% |
| LOW Lowe's Cos Inc. | 0.01% | 250 | $63K | Add +21.4% |
| GLD SPDR Gold Shares | 0.01% | 177 | $63K | Add +6.0% |
| IWN iShares Russell 2000 Value E | 0.01% | 340 | $60K | No change |
| VEEV Veeva Systems Inc. Class A | 0.01% | 201 | $60K | No change |
| HSY The Hershey Co. | 0.01% | 309 | $58K | Add +1.0% |
| MDT Medtronic PLC | 0.01% | 531 | $51K | No change |
| BLK BlackRock Inc. | 0.01% | 43 | $50K | Add +19.4% |
| DD Dupont DE Nemours Inc. | 0.01% | 639 | $50K | Reduce -16.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 871 | $50K | Reduce -6.8% |
| UNP Union Pacific Corp. | 0.01% | 213 | $50K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 146 | $50K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 422 | $50K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 271 | $49K | Add +234.6% |
| CMI Cummins Inc. | 0.01% | 114 | $48K | No change |
| EW Edwards Lifesciences Corp. | 0.01% | 618 | $48K | No change |
| SCHG Schwab US Large-Cap Growth | 0.01% | 1,492 | $48K | Add +1.3% |
| STLD Steel Dynamics Inc. | 0.01% | 334 | $47K | Add +0.3% |
| QQQJ Invesco Nasdaq Next Gen 100 | 0.01% | 1,291 | $46K | Reduce -37.6% |
| EZU iShares MSCI Eurozone ETF | 0.01% | 738 | $46K | No change |
| TGT Target Corp. | 0.01% | 512 | $46K | Add +1.2% |
| PNW Pinnacle West Capital | 0.01% | 500 | $45K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.01% | 1,200 | $41K | No change |
| VHT Vanguard Health Care ETF | 0.01% | 155 | $40K | No change |
| VRT Vertiv Holdings Co. Class A | 0.01% | 250 | $38K | Reduce -72.3% |
| DDOG Datadog Inc. Class A | 0.01% | 261 | $37K | Reduce -50.4% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 794 | $36K | Add +1.3% |
| BURL Burlington Stores Inc. | 0.00% | 143 | $36K | No change |
| SCHR Schwab Intermediate-Term US | 0.00% | 1,444 | $36K | No change |
| MRK Merck & Co. Inc. | 0.00% | 423 | $35K | Reduce -16.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.00% | 499 | $35K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 69 | $34K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 1,306 | $34K | Add +1.6% |
| PPG PPG Industries Inc. | 0.00% | 320 | $34K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 71 | $34K | No change |
| MO Altria Group Inc. | 0.00% | 500 | $33K | Reduce -36.7% |
| AGG iShares Core U.S. Aggregate | 0.00% | 334 | $33K | No change |
| NOC Northrop Grumman Corp. | 0.00% | 54 | $33K | No change |
| XLE SS Energy Select Sector | 0.00% | 366 | $33K | Add +92.6% |
| WMT Walmart Inc. | 0.00% | 322 | $33K | Add +212.6% |
| BKNG Booking Holdings Inc. | 0.00% | 6 | $32K | No change |
| DOW Dow Inc. | 0.00% | 1,391 | $32K | Reduce -11.0% |
| NFLX Netflix Inc. | 0.00% | 27 | $32K | Reduce -62.0% |
| CLF Cleveland-Cliffs Inc. | 0.00% | 2,561 | $31K | No change |
| D Dominion Energy Inc. | 0.00% | 500 | $31K | No change |
| GE General Electric filed as GE AEROSPACE | 0.00% | 103 | $31K | Add +98.1% |
| STXS Stereotaxis Inc. | 0.00% | 10,000 | $31K | No change |
| UL Unilever PLC | 0.00% | 530 | $31K | No change |
| VGT Vanguard Info Tech ETF | 0.00% | 42 | $31K | No change |
| AMD Advanced Micro Devices | 0.00% | 183 | $30K | Add +6.4% |
| GSK GSK PLC-Spon ADR | 0.00% | 685 | $30K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 459 | $30K | Add +77.2% |
| KMB Kimberly-Clark Corp. | 0.00% | 239 | $30K | Add +0.8% |
| MOD Modine Manufacturing Co. | 0.00% | 210 | $30K | Reduce -74.9% |
| COF Capital One Financial Corp. | 0.00% | 131 | $28K | No change |
| CME Cme Group Inc. | 0.00% | 100 | $27K | No change |
| WM Waste Management Inc. | 0.00% | 124 | $27K | Add +47.6% |
| MCHP Microchip Technology Inc. | 0.00% | 408 | $26K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 458 | $25K | Add +5.8% |
| WMB Williams Cos Inc. | 0.00% | 400 | $25K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 314 | $24K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 218 | $24K | No change |
| MNST Monster Beverage Corp. | 0.00% | 360 | $24K | No change |
| APO Apollo Global Management Inc. | 0.00% | 176 | $23K | No change |
| EMR Emerson Electric Co. | 0.00% | 176 | $23K | Add +25.7% |
| PSX Phillips 66 | 0.00% | 161 | $22K | Add +45.0% |
| EME Emcor Group Inc. | 0.00% | 33 | $21K | Reduce -74.4% |
| PAYC Paycom Software Inc. | 0.00% | 102 | $21K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 64 | $21K | Reduce -75.2% |
| WBD Warner Bros Discovery Inc. | 0.00% | 1,071 | $21K | Add +2.5% |
| ATO Atmos Energy Corp. | 0.00% | 120 | $20K | No change |
| ETSY Etsy Inc. | 0.00% | 300 | $20K | No change |
| AIQ Global X Art Intel & Tech | 0.00% | 407 | $20K | No change |
| APLT Applied Therapeutics Inc. | 0.00% | 30,841 | $19K | No change |
| PH Parker Hannifin Corp. | 0.00% | 25 | $19K | Add +66.7% |
| CTSH Cognizant Tech Solutions-A | 0.00% | 270 | $18K | No change |
| HDB HDFC Bank Ltd.-ADR | 0.00% | 496 | $17K | No change |
| VLO Valero Energy Corp. | 0.00% | 100 | $17K | No change |
| WD Walker & Dunlop Inc. | 0.00% | 199 | $17K | No change |
| TAN Invesco Solar ETF | 0.00% | 374 | $16K | No change |
| SBUX Starbucks Corp. | 0.00% | 188 | $16K | Add +6166.7% |
| CAH Cardinal Health Inc. | 0.00% | 96 | $15K | No change |
| ECL Ecolab Inc. | 0.00% | 53 | $15K | Add +1666.7% |
| GEV GE Vernova Inc. | 0.00% | 24 | $15K | Add +84.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 16 | $15K | New |
| SON Sonoco Products Co. | 0.00% | 353 | $15K | Add +1.1% |
| UBER Uber Technologies Inc. | 0.00% | 156 | $15K | Reduce -74.6% |
| AWK American Water Works Co. Inc. | 0.00% | 100 | $14K | No change |
| CASY Casey's General Stores Inc. | 0.00% | 25 | $14K | New |
| INTC Intel Corp. | 0.00% | 410 | $14K | No change |
| PCTY Paylocity Holding Corp. | 0.00% | 89 | $14K | No change |
| RTX RTX Corp. | 0.00% | 85 | $14K | No change |
| SPYI Neos S&P 500 High Income ETF | 0.00% | 260 | $14K | Add +40.5% |
| URI United Rentals Inc. | 0.00% | 15 | $14K | New |
| ARKQ ARK Autonomous Tech & Robot | 0.00% | 119 | $13K | No change |
| LLY Eli Lilly & Co. | 0.00% | 17 | $13K | Add +750.0% |
| O Realty Income Corp. | 0.00% | 208 | $13K | Add +4.5% |
| CHAT Roundhill Gen AI & Tech ETF | 0.00% | 216 | $13K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 64 | $13K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 13 | $13K | Reduce -71.7% |
| AXP American Express Co. | 0.00% | 37 | $12K | Add +1750.0% |
| BAI Ishrs AI in and Tech Act ETF | 0.00% | 363 | $12K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 50 | $12K | No change |
| CPK Chesapeake Utilities Corp. | 0.00% | 90 | $12K | No change |
| GIS General Mills Inc. | 0.00% | 239 | $12K | Add +0.8% |
| NSC Norfolk Southern Corp. | 0.00% | 40 | $12K | No change |
| CB Chubb Ltd. | 0.00% | 44 | $12K | New |
| AEP American Electric Power | 0.00% | 100 | $11K | Reduce -50.0% |
| XAIX Xtrackers AI & Big Data ETF | 0.00% | 271 | $11K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 211 | $11K | No change |
| HPQ HP Inc. | 0.00% | 400 | $11K | No change |
| HLN Haleon PLC-ADR | 0.00% | 1,177 | $11K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 452 | $11K | Add +2.5% |
| COIN Coinbase Global Inc. Class A | 0.00% | 30 | $10K | No change |
| GS Goldman Sachs Group Inc. | 0.00% | 12 | $10K | New |
| PPA Invesco Aerospace & Defense | 0.00% | 65 | $10K | New |
| DVY iShares Select Dividend ETF | 0.00% | 68 | $10K | No change |
| MKTX Marketaxess Holdings Inc. | 0.00% | 55 | $10K | No change |
| ADI Analog Devices Inc. | 0.00% | 37 | $9K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 81 | $9K | Reduce -61.2% |
| MSA Msa Safety Inc. | 0.00% | 50 | $9K | No change |
| MELI MercadoLibre Inc. | 0.00% | 4 | $9K | No change |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.00% | 175 | $9K | Add +76.8% |
| KMT Kennametal Inc. | 0.00% | 400 | $8K | No change |
| MSTR Strategy Inc. | 0.00% | 25 | $8K | No change |
| PRU Prudential Financial Inc. | 0.00% | 81 | $8K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 35 | $8K | New |
| VCIT Vanguard Int-Term Corporate | 0.00% | 100 | $8K | No change |
| LIN Linde PLC | 0.00% | 16 | $8K | New |
| TT Trane Technologies PLC | 0.00% | 20 | $8K | New |
| DHT DHT Holdings Inc. | 0.00% | 683 | $8K | Reduce -75.0% |
| BHF Brighthouse Financial Inc. | 0.00% | 130 | $7K | No change |
| CCI Crown Castle Inc. | 0.00% | 72 | $7K | No change |
| ITW Illinois Tool Works | 0.00% | 25 | $7K | New |
| HDV iShares Core High Dividend E | 0.00% | 60 | $7K | No change |
| ETHA iShares Ethereum Trust ETF | 0.00% | 235 | $7K | New |
| PANW Palo Alto Networks Inc. | 0.00% | 35 | $7K | Add +600.0% |
| BITO Proshares Bitcoin ETF-Usd | 0.00% | 331 | $7K | Add +182.9% |
| MDY State Street SPDR S&P Midcap | 0.00% | 11 | $7K | No change |
| ADBE Adobe Inc. | 0.00% | 18 | $6K | No change |
| DIVO Amplify CWP Enhan Divid ETF | 0.00% | 134 | $6K | Add +11.7% |
| EKSO BIONICS HLDGS INC | 0.00% | 1,143 | $6K | No change |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 87 | $6K | No change |
| ROBT First Trust Nasdaq Artificia | 0.00% | 108 | $6K | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 160 | $6K | Add +220.0% |
| LHX L3HARRIS Technologies Inc. | 0.00% | 21 | $6K | New |
| MOH Molina Healthcare Inc. | 0.00% | 30 | $6K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 53 | $6K | No change |
| AFL Aflac Inc. | 0.00% | 45 | $5K | New |
| CNQ Canadian Natural Resources | 0.00% | 154 | $5K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 114 | $5K | Add +52.0% |
| DLTR Dollar Tree Inc. | 0.00% | 57 | $5K | No change |
| GD General Dynamics Corp. | 0.00% | 14 | $5K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 74 | $5K | Reduce -75.3% |
| PAYX Paychex Inc. | 0.00% | 42 | $5K | New |
| SPGI S&P Global Inc. | 0.00% | 10 | $5K | New |
| SOUN Soundhound AI Inc. Class A | 0.00% | 326 | $5K | Add +13.2% |
| BIIB Biogen Inc. | 0.00% | 25 | $4K | No change |
| BFLY Butterfly Network Inc. | 0.00% | 2,000 | $4K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 154 | $4K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 138 | $4K | No change |
| COP Conocophillips | 0.00% | 47 | $4K | Reduce -2.1% |
| EA Electronic Arts Inc. | 0.00% | 20 | $4K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 168 | $4K | New |
| ISRG Intuitive Surgical Inc. | 0.00% | 9 | $4K | Reduce -75.0% |
| IQV Iqvia Holdings Inc. | 0.00% | 20 | $4K | No change |
| UTG Reaves Utility Income Fund | 0.00% | 93 | $4K | Add +29.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.00% | 130 | $4K | No change |
| SHOP Shopify Inc. Class A | 0.00% | 30 | $4K | No change |
| SYM Symbotic Inc. | 0.00% | 70 | $4K | Add +94.4% |
| GDX Vaneck Gold Miners ETF | 0.00% | 58 | $4K | Reduce -66.5% |
| ADC Agree Realty Corp. | 0.00% | 48 | $3K | No change |
| AMGN Amgen Inc. | 0.00% | 12 | $3K | New |
| APLD Applied Digital Corp. | 0.00% | 111 | $3K | Add +24.7% |
| CPB The Campbell's Company | 0.00% | 86 | $3K | No change |
| DHI D.R. Horton Inc. | 0.00% | 17 | $3K | New |
| DELL Dell Technologies -C | 0.00% | 20 | $3K | No change |
| DVN Devon Energy Corp. | 0.00% | 73 | $3K | No change |
| ETHE Grayscale Ethereum Staking E | 0.00% | 93 | $3K | No change |
| HAL Halliburton Co. | 0.00% | 134 | $3K | No change |
| URTH iShares MSCI World ETF | 0.00% | 14 | $3K | No change |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.00% | 81 | $3K | Reduce -49.4% |
| SMCI Super Micro Computer Inc. | 0.00% | 72 | $3K | Add +18.0% |
| VTRS Viatris Inc. | 0.00% | 327 | $3K | No change |
| ARKW ARK Next Generation Technolo | 0.00% | 10 | $2K | No change |
| IDVO Amplify CWP Intl Enh DVD Inc. | 0.00% | 49 | $2K | Add +40.0% |
| ANET Arista Networks Inc. | 0.00% | 17 | $2K | Add +41.7% |
| BZFD Buzzfeed Inc. | 0.00% | 1,400 | $2K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 50 | $2K | No change |
| CEG Constellation Energy | 0.00% | 6 | $2K | Reduce -90.9% |
| ELF Elf Beauty Inc. | 0.00% | 12 | $2K | No change |
| EPR Epr Properties filed as EPR PPTYS | 0.00% | 29 | $2K | No change |
| EFC Ellington Financial Inc. | 0.00% | 181 | $2K | Add +2.8% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.00% | 47 | $2K | New |
| GFI Gold Fields Ltd.-Spons ADR | 0.00% | 57 | $2K | No change |
| BAR Graniteshares Gold Trust | 0.00% | 50 | $2K | New |
| HIMS Hims & Hers Health Inc. | 0.00% | 40 | $2K | No change |
| MXC Mexco Energy Corp. | 0.00% | 200 | $2K | New |
| MDV Modiv Industrial Inc. | 0.00% | 107 | $2K | Add +1.9% |
| OGE Oge Energy Corp. | 0.00% | 37 | $2K | No change |
| RR Richtech Robotics Inc. Class B | 0.00% | 558 | $2K | New |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 13 | $2K | Reduce -75.0% |
| SCHX Schwab US Large-Cap ETF | 0.00% | 87 | $2K | Add +3.6% |
| XLI SS Industrial Select Sector | 0.00% | 13 | $2K | New |
| TYG Tortoise Energy Infrastruct | 0.00% | 35 | $2K | No change |
| ULS Ul Solutions Inc. Class A | 0.00% | 25 | $2K | New |
| WPP WPP PLC-Sponsored ADR | 0.00% | 86 | $2K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 100 | $2K | No change |
| AGNC AGNC Investment Corp. | 0.00% | 148 | $1K | Add +3.5% |
| ARKK ARK Innovation ETF | 0.00% | 15 | $1K | No change |
| ACHC Acadia Healthcare Co. Inc. | 0.00% | 40 | $1K | No change |
| ALLY Ally Financial Inc. | 0.00% | 29 | $1K | Add +3.6% |
| AOMR Angel Oak Mortgage REIT Inc. | 0.00% | 67 | $1K | Add +21.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 6 | $1K | No change |
| BDX Becton Dickinson and Co. | 0.00% | 3 | $1K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 8 | $1K | No change |
| BTG B2GOLD Corp. | 0.00% | 200 | $1K | New |
| CBFV CB Financial Services Inc. filed as CB FINL SVCS INC | 0.00% | 22 | $1K | New |
| CSL Carlisle Cos Inc. | 0.00% | 2 | $1K | No change |
| CNC Centene Corp. | 0.00% | 30 | $1K | No change |
| LEU Centrus Energy Corp. Class A | 0.00% | 2 | $1K | No change |
| DXCM Dexcom Inc. | 0.00% | 19 | $1K | No change |
| DLR Digital Realty Trust Inc. | 0.00% | 3 | $1K | No change |
| EPD Enterprise Products Partners | 0.00% | 18 | $1K | No change |
| FNB FNB Corp. | 0.00% | 92 | $1K | Add +1.1% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.00% | 12 | $1K | New |
| FREL Fidelity MSCI RL Est Indx | 0.00% | 26 | $1K | No change |
| FCEL Fuelcell Energy Inc. | 0.00% | 99 | $1K | Add +200.0% |
| GEHC GE Healthcare Technology | 0.00% | 17 | $1K | No change |
| GNRC Generac Holdings Inc. | 0.00% | 7 | $1K | No change |
| GOOD Gladstone Commercial Corp. | 0.00% | 70 | $1K | Add +1.4% |
| GAIN Gladstone Investment Corp. | 0.00% | 95 | $1K | Add +2.1% |
| HTGC Hercules Capital Inc. | 0.00% | 56 | $1K | Add +1.8% |
| HBAN Huntington Bancshares Inc. | 0.00% | 46 | $1K | Add +2.2% |
| HELO JPMorgan Hedged Equity ETF | 0.00% | 13 | $1K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 50 | $1K | Reduce -75.0% |
| LAMR Lamar Advertising Co. Class A | 0.00% | 8 | $1K | No change |
| MAIN Main Street Capital Corp. | 0.00% | 20 | $1K | No change |
| MIRM Mirum Pharmaceuticals Inc. | 0.00% | 19 | $1K | No change |
| OS Onestream Inc. | 0.00% | 33 | $1K | No change |
| OUT Outfront Media Inc. | 0.00% | 58 | $1K | Add +1.8% |
| PNNT Pennantpark Investment Corp. | 0.00% | 130 | $1K | Add +4.8% |
| PEN Penumbra Inc. | 0.00% | 5 | $1K | No change |
| PWR Quanta Services Inc. | 0.00% | 2 | $1K | No change |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 141 | $1K | No change |
| PDYN Palladyne AI Corp. | 0.00% | 71 | $1K | New |
| SDGR Schrodinger Inc. | 0.00% | 45 | $1K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 23 | $1K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 12 | $1K | No change |
| SERV Serve Robotics Inc. | 0.00% | 111 | $1K | Add +65.7% |
| SOFI Sofi Technologies Inc. | 0.00% | 53 | $1K | Add +15.2% |
| SNPS Synopsys Inc. | 0.00% | 2 | $1K | No change |
| TRGP Targa Resources Corp. | 0.00% | 3 | $1K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 20 | $1K | Reduce -33.3% |
| TOST Toast Inc. Class A | 0.00% | 18 | $1K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 2 | $1K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 3 | $1K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 33 | $1K | Add +3.1% |
| VKTX Viking Therapeutics Inc. | 0.00% | 25 | $1K | New |
| USFR Wisdomtree Floating Rate Tre | 0.00% | 20 | $1K | No change |
| SN Sharkninja Inc. | 0.00% | 6 | $1K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 2 | $1K | No change |
| ARKF ARK Blockchain & Fintech Inn | 0.00% | 6 | $0 | No change |
| AQN Algonquin Power & Utilities | 0.00% | 60 | $0 | No change |
| AMAT Applied Materials Inc. | 0.00% | 2 | $0 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 4 | $0 | No change |
| AUR Aurora Innovation Inc. | 0.00% | 10 | $0 | New |
| BP BP PLC-Spons ADR | 0.00% | 1 | $0 | New |
| CELH Celsius Holdings Inc. | 0.00% | 6 | $0 | No change |
| COHR Coherent Corp. | 0.00% | 1 | $0 | No change |
| CUZ Cousins Properties Inc. | 0.00% | 4 | $0 | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 1 | $0 | No change |
| DEFT Defi Technologies Inc. | 0.00% | 50 | $0 | New |
| ETR Entergy Corp. | 0.00% | 2 | $0 | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 10 | $0 | No change |
| BOTZ Global X Robotics & Artifici | 0.00% | 4 | $0 | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 2 | $0 | No change |
| XSVM Invesco S&P Smallcap Value W | 0.00% | 7 | $0 | No change |
| IXC iShares Global Energy ETF | 0.00% | 1 | $0 | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 4 | $0 | No change |
| ITDI iShares Lifepath Target 2065 | 0.00% | 3 | $0 | No change |
| KVUE Kenvue Inc. | 0.00% | 16 | $0 | Reduce -95.3% |
| KTOS Kratos Defense & Security | 0.00% | 1 | $0 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 5 | $0 | No change |
| LPLA LPL Financial Holdings Inc. | 0.00% | 1 | $0 | No change |
| LXP LXP Industrial Trust | 0.00% | 52 | $0 | Add +2.0% |
| MS Morgan Stanley | 0.00% | 1 | $0 | No change |
| NWBI Northwest Bancshares Inc. | 0.00% | 20 | $0 | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 5 | $0 | No change |
| ONDS Ondas Inc. filed as ONDAS HLDGS INC | 0.00% | 14 | $0 | New |
| OGN Organon & Co. | 0.00% | 22 | $0 | No change |
| PENN Penn Entertainment Inc. | 0.00% | 5 | $0 | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 6 | $0 | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.00% | 5 | $0 | No change |
| RSI Rush Street Interactive Inc. | 0.00% | 7 | $0 | No change |
| SE Sea Ltd.-ADR | 0.00% | 1 | $0 | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 5 | $0 | Reduce -50.0% |
| XYZ Block Inc. | 0.00% | 4 | $0 | No change |
| SCM Stellus Capital Investment C | 0.00% | 14 | $0 | No change |
| TIDAL TRUST II | 0.00% | 15 | $0 | No change |
| UAA Under Armour Inc. Class A | 0.00% | 9 | $0 | No change |
| VONG Vanguard Russell 1000 Growth | 0.00% | 2 | $0 | New |
| VSH Vishay Intertechnology Inc. | 0.00% | 5 | $0 | No change |
| BEP Brookfield Renewable Partner | 0.00% | 13 | $0 | No change |
| MNY Moneyhero Ltd. Class A | 0.00% | 1 | $0 | No change |
| PANL Pangaea Logistics Solutions | 0.00% | 10 | $0 | No change |
| NNOX Nano-X Imaging Ltd. | 0.00% | 132 | $0 | No change |
| STLA Stellantis NV | 0.00% | 30 | $0 | No change |