| NVDA Nvidia Corp. | 4.75% | 82,905 | $9.0M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.79% | 26,107 | $7.2M | Add +0.3% |
| MSFT Microsoft Corp. | 3.22% | 16,245 | $6.1M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 3.03% | 10,215 | $5.7M | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.70% | 19,776 | $5.1M | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.70% | 9,131 | $5.1M | Add +0.2% |
| AAPL Apple Inc. | 2.55% | 21,701 | $4.8M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 2.53% | 5,054 | $4.8M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.38% | 20,291 | $4.5M | Add +4.4% |
| VOO Vanguard S&P 500 ETF | 1.90% | 6,984 | $3.6M | Add +3.2% |
| INTU Intuit Inc. | 1.67% | 5,158 | $3.2M | Reduce -2.4% |
| MA Mastercard Inc. Class A | 1.44% | 4,980 | $2.7M | Reduce -3.9% |
| ABBV Abbvie Inc. | 1.36% | 12,289 | $2.6M | Reduce -3.6% |
| PG The Procter & Gamble Co. | 1.30% | 14,411 | $2.5M | Add +1.5% |
| STXF Strive 500 ETF | 1.14% | 59,834 | $2.2M | Add +4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.10% | 17,094 | $2.1M | Reduce -2.2% |
| ORLY O'reilly Automotive Inc. | 1.09% | 1,439 | $2.1M | Reduce -0.3% |
| PEP Pepsico Inc. | 1.04% | 13,106 | $2.0M | Add +31.8% |
| AMGN Amgen Inc. | 1.04% | 6,298 | $2.0M | Reduce -2.6% |
| PLTR Palantir Technologies Inc. Class A | 1.03% | 23,075 | $1.9M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.02% | 3,618 | $1.9M | Add +1.8% |
| GLD SPDR Gold Shares | 0.99% | 6,503 | $1.9M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.92% | 6,794 | $1.7M | Add +0.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.92% | 33,985 | $1.7M | Add +1.6% |
| V Visa Inc. Class A | 0.89% | 4,810 | $1.7M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 0.86% | 10,519 | $1.6M | Add +2.7% |
| IAU iShares Gold Trust | 0.85% | 27,386 | $1.6M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.85% | 1,944 | $1.6M | No change |
| VTIP Vanguard Short-Term Tips | 0.84% | 31,864 | $1.6M | Reduce -0.0% |
| ABT Abbott Laboratories | 0.83% | 11,866 | $1.6M | Add +0.4% |
| CVX Chevron Corp. | 0.82% | 9,285 | $1.6M | Add +1.9% |
| GE General Electric filed as GE AEROSPACE | 0.81% | 7,684 | $1.5M | No change |
| IWF iShares Russell 1000 Growth | 0.79% | 4,144 | $1.5M | No change |
| SCHB Schwab US Broad Market ETF | 0.76% | 66,675 | $1.4M | Reduce -4.1% |
| ACN Accenture PLC Class A | 0.76% | 4,595 | $1.4M | Reduce -2.0% |
| AXP American Express Co. | 0.74% | 5,206 | $1.4M | No change |
| ORCL Oracle Corp. | 0.70% | 9,538 | $1.3M | Add +1.1% |
| PAYX Paychex Inc. | 0.67% | 8,193 | $1.3M | Add +2.9% |
| JNJ Johnson & Johnson | 0.65% | 7,454 | $1.2M | Add +0.7% |
| PANW Palo Alto Networks Inc. | 0.65% | 7,190 | $1.2M | Add +46.1% |
| SCHM Schwab US Mid Cap ETF | 0.64% | 46,237 | $1.2M | Reduce -2.8% |
| ROL Rollins Inc. | 0.64% | 22,364 | $1.2M | Add +3.1% |
| IJH iShares Core S&P Midcap ETF | 0.64% | 20,678 | $1.2M | Add +4.9% |
| SYK Stryker Corp. | 0.62% | 3,155 | $1.2M | No change |
| WMT Walmart Inc. | 0.61% | 13,181 | $1.2M | Add +2.6% |
| HD Home Depot Inc. | 0.60% | 3,090 | $1.1M | Reduce -2.4% |
| ADBE Adobe Inc. | 0.59% | 2,903 | $1.1M | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.56% | 1,827 | $1.1M | Add +8.8% |
| JPM JPMorgan Chase & Co. | 0.54% | 4,164 | $1.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 2,144 | $1.0M | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.52% | 4,194 | $978K | Add +2.8% |
| MCD McDonald's Corp. | 0.51% | 3,089 | $965K | Reduce -0.2% |
| RTX RTX Corp. | 0.50% | 7,159 | $948K | Add +3.8% |
| AMZN Amazon.com Inc. | 0.48% | 4,809 | $915K | Add +7.6% |
| CI The Cigna Group | 0.48% | 2,741 | $902K | Add +4.2% |
| KMB Kimberly-Clark Corp. | 0.47% | 6,264 | $891K | Add +0.1% |
| IMCB iShares Morningstar Mid-Cap | 0.46% | 11,871 | $879K | Add +1.0% |
| NEE Nextera Energy Inc. | 0.45% | 12,052 | $854K | Add +1.4% |
| SCHA Schwab US Small-Cap ETF | 0.45% | 36,008 | $844K | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.44% | 5,370 | $839K | No change |
| BND Vanguard Total Bond Market | 0.43% | 11,193 | $822K | Add +77.0% |
| XOM Exxon Mobil Corp. | 0.42% | 6,733 | $801K | Reduce -0.6% |
| BA The Boeing Co. | 0.41% | 4,545 | $775K | No change |
| PKW Invesco Buyback Achievers Et | 0.41% | 6,841 | $771K | Reduce -6.9% |
| ADP Automatic Data Processing | 0.40% | 2,489 | $760K | Add +4.7% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 14,846 | $755K | Reduce -0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 14,270 | $708K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 1,879 | $697K | Add +0.1% |
| COP Conocophillips | 0.36% | 6,491 | $682K | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.35% | 9,628 | $669K | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.35% | 9,202 | $659K | Add +5.8% |
| CSCO Cisco Systems Inc. | 0.34% | 10,582 | $653K | Add +0.6% |
| EMR Emerson Electric Co. | 0.34% | 5,836 | $640K | Add +0.4% |
| NSC Norfolk Southern Corp. | 0.34% | 2,700 | $639K | No change |
| PH Parker Hannifin Corp. | 0.32% | 1,005 | $611K | Add +0.5% |
| SAP Sap SE-Sponsored ADR | 0.32% | 2,274 | $610K | No change |
| NSRGY Nestle SA-Spons ADR | 0.32% | 5,990 | $606K | No change |
| PSX Phillips 66 | 0.32% | 4,839 | $598K | Add +5.7% |
| ZTS Zoetis Inc. | 0.31% | 3,605 | $594K | Reduce -9.3% |
| MCK McKesson Corp. | 0.30% | 850 | $572K | Reduce -5.6% |
| B Barrick Gold Corp. | 0.30% | 29,064 | $565K | Add +0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 3,481 | $559K | No change |
| GD General Dynamics Corp. | 0.29% | 1,993 | $543K | Add +8.1% |
| MRK Merck & Co. Inc. | 0.29% | 6,024 | $541K | Add +0.1% |
| XYL Xylem Inc. | 0.28% | 4,496 | $537K | Reduce -2.2% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 4,013 | $517K | No change |
| VNQ Vanguard Real Estate ETF | 0.27% | 5,667 | $513K | Reduce -1.7% |
| WFC Wells Fargo & Co. | 0.27% | 7,103 | $510K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 11,917 | $497K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 2,549 | $494K | Reduce -14.4% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 7,006 | $475K | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 4,478 | $468K | Add +11.6% |
| GNTX Gentex Corp. | 0.25% | 20,032 | $467K | Reduce -22.8% |
| LH Labcorp Holdings Inc. | 0.25% | 2,000 | $465K | No change |
| PHYS Sprott Physical Gold Trust | 0.24% | 19,232 | $463K | No change |
| EES Wisdomtree US Smallcap Fund | 0.24% | 9,450 | $462K | No change |
| TOST Toast Inc. Class A | 0.24% | 13,905 | $461K | Add +3.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.24% | 5,709 | $460K | Add +5.0% |
| GRMN Garmin Ltd. | 0.24% | 2,100 | $456K | No change |
| CAVA Cava Group Inc. | 0.24% | 5,224 | $451K | Add +36.7% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 4,040 | $450K | No change |
| DFAS Dimensional US Small Cap ETF | 0.24% | 7,531 | $450K | Reduce -3.0% |
| VXUS Vanguard Total Intl Stock | 0.23% | 7,160 | $445K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.23% | 3,725 | $441K | Add +0.7% |
| VRT Vertiv Holdings Co. Class A | 0.23% | 6,048 | $437K | Add +999.6% |
| FOUR SHIFT4 Payments Inc. Class A | 0.23% | 5,275 | $431K | Add +3.4% |
| SLV iShares Silver Trust | 0.22% | 13,650 | $423K | Add +0.6% |
| UPS United Parcel Service Class B | 0.22% | 3,810 | $419K | Add +0.5% |
| EOG EOG Resources Inc. | 0.22% | 3,231 | $414K | No change |
| CAT Caterpillar Inc. | 0.22% | 1,238 | $408K | Add +0.6% |
| TSLA Tesla Inc. | 0.22% | 1,573 | $408K | Add +8.3% |
| NKE Nike Inc. Class B | 0.21% | 6,144 | $390K | Reduce -0.2% |
| DE Deere & Co. | 0.20% | 820 | $385K | No change |
| CARR Carrier Global Corp. | 0.20% | 6,055 | $384K | Add +0.3% |
| YUM Yum! Brands Inc. | 0.20% | 2,400 | $378K | No change |
| MDY State Street SPDR S&P Midcap | 0.20% | 706 | $377K | No change |
| SCS Steelcase Inc. Class A | 0.20% | 33,793 | $370K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.19% | 1,444 | $364K | No change |
| EZM Wisdomtree US Midcap Fund | 0.19% | 6,079 | $362K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 4,600 | $360K | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 2,078 | $359K | No change |
| TTC Toro Co. | 0.19% | 4,928 | $359K | Reduce -2.5% |
| NEM Newmont Corp. | 0.19% | 7,257 | $350K | Add +24.2% |
| CTAS Cintas Corp. | 0.18% | 1,703 | $350K | No change |
| RWJ Invesco S&P Smallcap 600 | 0.18% | 8,425 | $343K | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.17% | 1,660 | $331K | Reduce -4.3% |
| EFA iShares MSCI Eafe ETF | 0.17% | 4,024 | $329K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.17% | 3,180 | $325K | No change |
| BDX Becton Dickinson and Co. | 0.17% | 1,414 | $324K | No change |
| CL Colgate-Palmolive Co. | 0.17% | 3,440 | $322K | Add +0.1% |
| RFV Invesco S&P Midcap 400 Pure | 0.17% | 2,820 | $322K | No change |
| DGX Quest Diagnostics Inc. | 0.17% | 1,900 | $321K | No change |
| VZ Verizon Communications Inc. | 0.17% | 7,014 | $318K | Add +8.1% |
| IWB iShares Russell 1000 ETF | 0.16% | 975 | $299K | No change |
| OTIS Otis Worldwide Corp. | 0.16% | 2,883 | $298K | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 0.16% | 1,002 | $296K | Add +0.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 4,866 | $295K | No change |
| EPD Enterprise Products Partners | 0.15% | 8,432 | $288K | No change |
| KGC Kinross Gold Corp. | 0.15% | 22,250 | $281K | Add +6.0% |
| FCX Freeport-McMoran Inc. | 0.15% | 7,340 | $278K | Add +23.1% |
| ROST Ross Stores Inc. | 0.15% | 2,150 | $275K | Add +7.5% |
| ITW Illinois Tool Works | 0.14% | 1,084 | $269K | No change |
| BIV Vanguard Intermediate-Term B | 0.14% | 3,471 | $266K | No change |
| MMM 3M Co. | 0.14% | 1,756 | $258K | Reduce -5.8% |
| AVGO Broadcom Inc. | 0.14% | 1,537 | $257K | Add +1.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.13% | 5,855 | $254K | Reduce -6.0% |
| INTC Intel Corp. | 0.13% | 11,144 | $253K | Reduce -0.8% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 4,109 | $251K | Add +4.6% |
| AAAU Goldman Sachs Physical Gold | 0.13% | 8,040 | $248K | No change |
| WTFC Wintrust Financial Corp. | 0.13% | 2,205 | $248K | No change |
| OXY Occidental Petroleum Corp. | 0.13% | 5,011 | $247K | Add +6.8% |
| TIP iShares Tips Bond ETF | 0.13% | 2,221 | $247K | Reduce -17.5% |
| ISRG Intuitive Surgical Inc. | 0.13% | 495 | $245K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 1,000 | $245K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 1,277 | $240K | No change |
| DHR Danaher Corp. | 0.13% | 1,166 | $239K | No change |
| NOC Northrop Grumman Corp. | 0.12% | 455 | $233K | No change |
| GDX Vaneck Gold Miners ETF | 0.12% | 5,065 | $233K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 1,341 | $232K | Add +33.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 932 | $232K | Add +16.9% |
| PSA Public Storage | 0.12% | 774 | $232K | Reduce -7.8% |
| UL Unilever PLC | 0.12% | 3,883 | $231K | No change |
| KMI Kinder Morgan Inc. | 0.12% | 8,088 | $231K | Add +0.3% |
| GEV GE Vernova Inc. | 0.12% | 744 | $227K | Add +79.3% |
| WY Weyerhaeuser Co. | 0.12% | 7,642 | $224K | Add +5.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 2,251 | $222K | No change |
| BSX Boston Scientific Corp. | 0.12% | 2,200 | $222K | Reduce -12.5% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.12% | 5,849 | $219K | Add +4.6% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 4,839 | $219K | Add +19.4% |
| TSCO Tractor Supply Company | 0.11% | 3,900 | $215K | No change |
| APA Apa Corp. | 0.11% | 10,175 | $214K | Add +17.3% |
| ETN Eaton Corp. PLC | 0.11% | 752 | $204K | Add +0.3% |
| PFE Pfizer Inc. | 0.11% | 8,044 | $204K | Reduce -3.4% |
| ITT Itt Inc. | 0.11% | 1,575 | $203K | No change |
| ECL Ecolab Inc. | 0.10% | 770 | $195K | Add +0.7% |
| SMMV iShares MSCI USA Small-Cap M | 0.10% | 4,628 | $192K | Reduce -0.9% |
| CEF Sprott Physical Gold and Sil | 0.10% | 6,738 | $191K | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.10% | 1,263 | $191K | No change |
| FIS Fidelity National Info Serv | 0.10% | 2,500 | $187K | Add +316.7% |
| FAST Fastenal Co. | 0.09% | 2,226 | $173K | Reduce -0.7% |
| CMI Cummins Inc. | 0.09% | 550 | $172K | Reduce -47.6% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 345 | $172K | Reduce -27.5% |
| CCJ Cameco Corp. | 0.09% | 4,150 | $171K | Add +12.0% |
| QCOM Qualcomm Inc. | 0.09% | 1,100 | $169K | No change |
| LIN Linde PLC | 0.09% | 355 | $165K | No change |
| PM Philip Morris International | 0.08% | 1,006 | $160K | Add +0.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.08% | 514 | $159K | Add +6.0% |
| BR Broadridge Financial Solutio | 0.08% | 650 | $158K | No change |
| DTE DTE Energy Company | 0.08% | 1,135 | $157K | Add +0.4% |
| TGT Target Corp. | 0.08% | 1,500 | $157K | No change |
| AEP American Electric Power | 0.08% | 1,430 | $156K | Reduce -1.7% |
| DRI Darden Restaurants Inc. | 0.08% | 750 | $156K | No change |
| VXF Vanguard Extended Market ETF | 0.08% | 900 | $155K | No change |
| K Kellanova | 0.08% | 1,837 | $152K | Reduce -7.5% |
| T AT&T Inc. | 0.08% | 5,340 | $151K | Reduce -0.3% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.08% | 6,551 | $151K | Add +0.0% |
| IGF iShares Global Infrastructur | 0.08% | 2,732 | $149K | No change |
| VHT Vanguard Health Care ETF | 0.08% | 564 | $149K | No change |
| DUK Duke Energy Corp. | 0.08% | 1,215 | $148K | No change |
| SO The Southern Co. | 0.08% | 1,588 | $146K | No change |
| DFAT Dimensional US Target Value | 0.08% | 2,829 | $146K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.08% | 2,971 | $145K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.08% | 3,100 | $143K | No change |
| D Dominion Energy Inc. | 0.07% | 2,498 | $140K | No change |
| SPIP SS SPDR P Tips ETF | 0.07% | 5,240 | $138K | No change |
| FBND Fidelity Total Bond ETF | 0.07% | 3,011 | $137K | New |
| MAR Marriott International Class A | 0.07% | 571 | $136K | Add +0.9% |
| EFV iShares MSCI Eafe Value ETF | 0.07% | 2,291 | $135K | No change |
| HWM Howmet Aerospace Inc. | 0.07% | 1,035 | $134K | No change |
| CNH CNH Industrial NV | 0.07% | 10,750 | $132K | No change |
| PWR Quanta Services Inc. | 0.07% | 504 | $128K | Add +0.8% |
| IP International Paper Co. | 0.07% | 2,400 | $128K | No change |
| RPV Invesco S&P 500 Pure Value E | 0.07% | 1,355 | $125K | No change |
| TRV The Travelers Cos Inc. | 0.07% | 470 | $124K | Add +1.1% |
| POWA Invesco Bloomberg Pricing Po | 0.06% | 1,450 | $119K | No change |
| SYY Sysco Corp. | 0.06% | 1,583 | $119K | Add +2.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.06% | 392 | $113K | Add +0.5% |
| KDP Keurig Dr Pepper Inc. | 0.06% | 3,300 | $113K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,336 | $111K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 2,030 | $111K | Add +18.4% |
| PYPL PayPal Holdings Inc. | 0.06% | 1,685 | $110K | Add +1.5% |
| VCIT Vanguard Int-Term Corporate | 0.06% | 1,310 | $107K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,335 | $105K | Reduce -6.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 880 | $105K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.06% | 2,562 | $104K | Add +3.0% |
| CHKP Check Point Software Tech | 0.05% | 450 | $103K | Reduce -40.0% |
| MU Micron Technology Inc. | 0.05% | 1,175 | $102K | No change |
| OMC Omnicom Group | 0.05% | 1,230 | $102K | No change |
| VGT Vanguard Info Tech ETF | 0.05% | 187 | $101K | No change |
| HON Honeywell International Inc. | 0.05% | 478 | $101K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.05% | 1,626 | $98K | Add +0.4% |
| QTUM Defiance Quantum ETF | 0.05% | 1,303 | $97K | Add +0.2% |
| GVI iShares Intermediate Governm | 0.05% | 900 | $95K | No change |
| MO Altria Group Inc. | 0.05% | 1,565 | $94K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.05% | 1,393 | $92K | Add +0.1% |
| PGX Invesco Preferred ETF | 0.05% | 8,155 | $91K | No change |
| SMLF iShares US Smallcap Equity F | 0.05% | 1,465 | $91K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.05% | 1,491 | $90K | No change |
| ILMN Illumina Inc. | 0.05% | 1,125 | $89K | No change |
| MDT Medtronic PLC | 0.05% | 993 | $89K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.05% | 923 | $88K | No change |
| DFLV Dim US Large Cap Value ETF | 0.05% | 2,853 | $87K | No change |
| ED Consolidated Edison Inc. | 0.04% | 770 | $85K | Reduce -20.0% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 1,800 | $84K | New |
| BNDW Vanguard Total World Bond Et | 0.04% | 1,223 | $84K | No change |
| ATO Atmos Energy Corp. | 0.04% | 543 | $84K | New |
| HIG Hartford Insurance Group Inc. | 0.04% | 646 | $80K | No change |
| AMD Advanced Micro Devices | 0.04% | 754 | $77K | Add +14.4% |
| DLTR Dollar Tree Inc. | 0.04% | 1,018 | $76K | Reduce -41.2% |
| HODL Vaneck Bitcoin ETF | 0.04% | 3,105 | $72K | New |
| ET Energy Transfer LP | 0.04% | 3,873 | $72K | Reduce -20.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.04% | 625 | $71K | Add +4.2% |
| GEHC GE Healthcare Technology | 0.04% | 873 | $70K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.04% | 760 | $70K | New |
| TPLC Timothy PLN US LRG/Mid Cap | 0.04% | 1,640 | $70K | No change |
| PFIX Simplify Interest Rate Hedge | 0.04% | 1,431 | $69K | Reduce -4.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.04% | 831 | $68K | New |
| NTR Nutrien Ltd. | 0.04% | 1,365 | $68K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.04% | 6,045 | $68K | Reduce -4.3% |
| QSR Restaurant Brands Intern | 0.04% | 1,000 | $67K | No change |
| NTRS Northern Trust Corp. | 0.03% | 650 | $64K | No change |
| LRCX Lam Research Corp. | 0.03% | 830 | $60K | Add +7.8% |
| DEO Diageo PLC-Sponsored ADR | 0.03% | 575 | $60K | No change |
| TLT iShares 20+ Year Treasury BD | 0.03% | 658 | $60K | New |
| GILD Gilead Sciences Inc. | 0.03% | 525 | $59K | No change |
| DT Dynatrace Inc. | 0.03% | 1,220 | $58K | New |
| CWB SS SPDR BB Conv Sec ETF | 0.03% | 725 | $56K | Add +3.6% |
| GSLC Goldman Activebeta US LC ETF | 0.03% | 500 | $55K | Reduce -53.5% |
| STX Seagate Technology Holdings | 0.03% | 640 | $54K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.03% | 1,900 | $54K | No change |
| SHOP Shopify Inc. Class A | 0.03% | 535 | $51K | No change |
| HST Host Hotels & Resorts Inc. | 0.03% | 3,555 | $51K | Add +2.8% |
| CELH Celsius Holdings Inc. | 0.03% | 1,400 | $50K | No change |
| STT State Street Corp. | 0.03% | 550 | $49K | No change |
| NFG National Fuel Gas Co. | 0.03% | 619 | $49K | No change |
| VGSH Vanguard Short-Term Treasury | 0.03% | 820 | $48K | No change |
| FHLC Fidelity MSCI Health Care | 0.02% | 679 | $46K | No change |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.02% | 990 | $46K | No change |
| KLG WK Kellogg Co. | 0.02% | 2,289 | $46K | Add +0.8% |
| ELD Wisdomtree Emrg MKTS Debt | 0.02% | 1,695 | $45K | No change |
| VKTX Viking Therapeutics Inc. | 0.02% | 1,800 | $43K | No change |
| VGK Vanguard Ftse Europe ETF | 0.02% | 600 | $42K | No change |
| SOLV Solventum Corp. | 0.02% | 548 | $42K | No change |
| MCHP Microchip Technology Inc. | 0.02% | 855 | $41K | No change |
| BF.B Brown-Forman Corp. Class B | 0.02% | 1,217 | $41K | Add +69.7% |
| SCHP Schwab U.S. Tips ETF | 0.02% | 1,520 | $41K | No change |
| MGA Magna International Inc. | 0.02% | 1,180 | $40K | No change |
| CSM Proshares Large Cap Core Plu | 0.02% | 619 | $39K | Add +10.9% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.02% | 500 | $39K | No change |
| GRAL Grail Inc. | 0.02% | 1,499 | $38K | Add +50.0% |
| SIVR Abrdn Physical Silver Shares | 0.02% | 1,155 | $38K | No change |
| WMB Williams Cos Inc. | 0.02% | 615 | $37K | No change |
| FTV Fortive Corp. | 0.02% | 500 | $37K | No change |
| YUMC Yum China Holdings Inc. | 0.02% | 700 | $36K | No change |
| MLPX Global X MLP & Energy Infras | 0.02% | 570 | $36K | No change |
| CEDAR FAIR LP | 0.02% | 993 | $35K | No change |
| FHI Federated Hermes Inc. | 0.02% | 850 | $35K | Add +0.6% |
| ACVF American Conservative Values | 0.02% | 805 | $34K | Add +8.1% |
| NWE Northwestern Energy Group Inc. | 0.02% | 567 | $33K | Add +2.4% |
| UGI Ugi Corp. | 0.02% | 976 | $32K | Add +1.7% |
| PFO Flaherty & Crumrine P&I Opp | 0.02% | 3,500 | $32K | No change |
| PWZ Invesco California Amt-Free | 0.02% | 1,300 | $31K | Reduce -7.1% |
| DOC Healthpeak Properties Inc. | 0.02% | 1,500 | $30K | Add +160.9% |
| RKT Rocket Cos Inc. Class A | 0.02% | 2,500 | $30K | No change |
| WDC Western Digital Corp. | 0.02% | 710 | $29K | Reduce -6.6% |
| PRGO Perrigo Co. PLC | 0.01% | 1,004 | $28K | Add +46.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 2,784 | $28K | Reduce -56.8% |
| DFAC Dimensional US Core Equity 2 | 0.01% | 830 | $27K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 525 | $25K | New |
| KVUE Kenvue Inc. | 0.01% | 1,050 | $25K | Add +1.9% |
| DFUV Dimensional US Marketwide Va | 0.01% | 603 | $25K | No change |
| VTRS Viatris Inc. | 0.01% | 2,853 | $25K | Add +0.1% |
| GSK GSK PLC-Spon ADR | 0.01% | 640 | $25K | No change |
| RYN Rayonier Inc. | 0.01% | 860 | $24K | Add +9.3% |
| HRL Hormel Foods Corp. | 0.01% | 760 | $24K | Add +8.6% |
| AMCR Amcor PLC | 0.01% | 2,420 | $23K | Add +4.3% |
| WEN The Wendy's Co. | 0.01% | 1,600 | $23K | Reduce -55.6% |
| SDZNY Sandoz Group AG-ADR | 0.01% | 548 | $23K | No change |
| PFF iShares Preferred & Income S | 0.01% | 740 | $23K | No change |
| BEN Franklin Templeton Inc. | 0.01% | 1,175 | $23K | Add +27.7% |
| ENFR Alerian Energy Infrastructur | 0.01% | 680 | $22K | No change |
| BXSL Blackstone Secured Lending F | 0.01% | 682 | $22K | No change |
| ISMD Inspire Small/Mid Cap ETF | 0.01% | 645 | $22K | New |
| FLO Flowers Foods Inc. | 0.01% | 1,111 | $21K | Add +49.1% |
| MFM Aberdeen Municipal Income | 0.01% | 3,898 | $21K | No change |
| ORI Old Republic Intl Corp. | 0.01% | 507 | $20K | New |
| LEG Leggett & Platt Inc. | 0.01% | 2,450 | $19K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 959 | $19K | New |
| AIQ Global X Art Intel & Tech | 0.01% | 505 | $18K | Add +1.0% |
| UBSI United Bankshares Inc. | 0.01% | 504 | $17K | New |
| PSLV Sprott Physical Silver Trust | 0.01% | 1,400 | $16K | No change |
| HPE Hewlett Packard Enterprise | 0.01% | 917 | $14K | No change |
| SPRX Spear Alpha ETF | 0.01% | 695 | $14K | Add +3.0% |
| SNAP Snap Inc. Class A | 0.01% | 1,500 | $13K | No change |
| WBD Warner Bros Discovery Inc. | 0.01% | 1,027 | $11K | No change |
| PGZ Principal Real Estate Income | 0.01% | 1,010 | $11K | New |
| VSTS Vestis Corp. | 0.01% | 1,050 | $10K | No change |
| PAA Plains All Amer Pipeline LP | 0.01% | 504 | $10K | No change |
| FRSH Freshworks Inc. Class A | 0.00% | 600 | $8K | New |
| HLN Haleon PLC-ADR | 0.00% | 800 | $8K | No change |
| RCS PIMCO Strategic Income Fund | 0.00% | 775 | $5K | New |
| BGS B&G Foods Inc. | 0.00% | 700 | $5K | No change |
| LCID Lucid Group Inc. | 0.00% | 1,500 | $4K | No change |
| RMTI Rockwell Medical Inc. | 0.00% | 2,000 | $2K | No change |
| DDD 3D Systems Corp. filed as 3-D SYS CORP DEL | 0.00% | 1,000 | $2K | No change |
| NAT Nordic American Tankers Ltd. | 0.00% | 850 | $2K | Add +70.0% |
| ABEV Ambev SA-ADR | 0.00% | 500 | $1K | No change |
| AFIB Acutus Medical Inc. | 0.00% | 2,000 | $85 | Reduce -33.3% |