| NVDA Nvidia Corp. | 6.19% | 81,009 | $12.8M | Reduce -2.3% |
| VTI VG Morningstar TS MKT ETF-US | 3.88% | 26,404 | $8.0M | Add +1.1% |
| MSFT Microsoft Corp. | 3.84% | 15,938 | $7.9M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 3.14% | 10,456 | $6.5M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.73% | 9,134 | $5.6M | Add +0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.69% | 19,833 | $5.5M | Add +0.3% |
| COST Costco Wholesale Corp. | 2.37% | 4,956 | $4.9M | Reduce -1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.33% | 20,306 | $4.8M | Add +0.1% |
| AAPL Apple Inc. | 2.14% | 21,567 | $4.4M | Reduce -0.6% |
| INTU Intuit Inc. | 1.96% | 5,135 | $4.0M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 1.94% | 7,049 | $4.0M | Add +0.9% |
| PLTR Palantir Technologies Inc. Class A | 1.52% | 22,995 | $3.1M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 1.30% | 4,764 | $2.7M | Reduce -4.3% |
| STXF Strive 500 ETF | 1.21% | 62,326 | $2.5M | Add +4.2% |
| PG The Procter & Gamble Co. | 1.11% | 14,416 | $2.3M | Add +0.0% |
| ABBV Abbvie Inc. | 1.10% | 12,287 | $2.3M | Reduce -0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.02% | 17,109 | $2.1M | Add +0.1% |
| ORCL Oracle Corp. | 0.98% | 9,257 | $2.0M | Reduce -3.0% |
| GLD SPDR Gold Shares | 0.96% | 6,503 | $2.0M | No change |
| GE General Electric filed as GE AEROSPACE | 0.96% | 7,684 | $2.0M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.93% | 6,710 | $1.9M | Reduce -1.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.91% | 34,488 | $1.9M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 0.90% | 10,516 | $1.9M | Reduce -0.0% |
| ORLY O'reilly Automotive Inc. | 0.88% | 20,085 | $1.8M | Reduce -7.0% |
| IWF iShares Russell 1000 Growth | 0.85% | 4,144 | $1.8M | No change |
| AMGN Amgen Inc. | 0.85% | 6,298 | $1.8M | No change |
| V Visa Inc. Class A | 0.81% | 4,708 | $1.7M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 3,408 | $1.7M | Reduce -5.8% |
| PEP Pepsico Inc. | 0.79% | 12,419 | $1.6M | Reduce -5.2% |
| AXP American Express Co. | 0.79% | 5,112 | $1.6M | Reduce -1.8% |
| ABT Abbott Laboratories | 0.78% | 11,870 | $1.6M | Add +0.0% |
| VTIP Vanguard Short-Term Tips | 0.78% | 31,864 | $1.6M | No change |
| SCHB Schwab US Broad Market ETF | 0.77% | 66,700 | $1.6M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.73% | 1,943 | $1.5M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.71% | 7,190 | $1.5M | No change |
| META Meta Platforms Inc. Class A | 0.68% | 1,902 | $1.4M | Add +4.1% |
| SCS Steelcase Inc. Class A | 0.67% | 133,313 | $1.4M | Add +294.5% |
| ACN Accenture PLC Class A | 0.67% | 4,620 | $1.4M | Add +0.5% |
| SCHM Schwab US Mid Cap ETF | 0.63% | 46,317 | $1.3M | Add +0.2% |
| WMT Walmart Inc. | 0.63% | 13,243 | $1.3M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 20,628 | $1.3M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 2,292 | $1.3M | Add +6.9% |
| CVX Chevron Corp. | 0.61% | 8,747 | $1.3M | Reduce -5.8% |
| SYK Stryker Corp. | 0.60% | 3,156 | $1.2M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.58% | 4,158 | $1.2M | Reduce -0.1% |
| PAYX Paychex Inc. | 0.57% | 8,102 | $1.2M | Reduce -1.1% |
| ROL Rollins Inc. | 0.57% | 20,739 | $1.2M | Reduce -7.3% |
| JNJ Johnson & Johnson | 0.56% | 7,599 | $1.2M | Add +1.9% |
| ADBE Adobe Inc. | 0.54% | 2,907 | $1.1M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.53% | 5,025 | $1.1M | Add +4.5% |
| HD Home Depot Inc. | 0.53% | 2,990 | $1.1M | Reduce -3.2% |
| IAU iShares Gold Trust | 0.53% | 17,411 | $1.1M | Reduce -36.4% |
| GOOG Alphabet Inc. Class C | 0.46% | 5,409 | $959K | Add +0.7% |
| RTX RTX Corp. | 0.46% | 6,527 | $953K | Reduce -8.8% |
| IMCB iShares Morningstar Mid-Cap | 0.46% | 11,930 | $950K | Add +0.5% |
| BA The Boeing Co. | 0.46% | 4,515 | $946K | Reduce -0.7% |
| CI The Cigna Group | 0.45% | 2,842 | $939K | Add +3.7% |
| LOW Lowe's Cos Inc. | 0.45% | 4,194 | $931K | No change |
| SCHA Schwab US Small-Cap ETF | 0.45% | 36,349 | $920K | Add +0.9% |
| MCD McDonald's Corp. | 0.44% | 3,089 | $903K | No change |
| NEE Nextera Energy Inc. | 0.41% | 12,221 | $848K | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 14,846 | $846K | No change |
| PKW Invesco Buyback Achievers Et | 0.41% | 6,841 | $846K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 1,879 | $824K | No change |
| KMB Kimberly-Clark Corp. | 0.39% | 6,269 | $808K | Add +0.1% |
| EMR Emerson Electric Co. | 0.38% | 5,855 | $781K | Add +0.3% |
| ADP Automatic Data Processing | 0.37% | 2,490 | $768K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.37% | 10,984 | $762K | Add +3.8% |
| VRT Vertiv Holdings Co. Class A | 0.36% | 5,853 | $752K | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.34% | 6,539 | $705K | Reduce -2.9% |
| PH Parker Hannifin Corp. | 0.34% | 1,005 | $702K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 14,270 | $700K | No change |
| SAP Sap SE-Sponsored ADR | 0.33% | 2,274 | $692K | No change |
| NSC Norfolk Southern Corp. | 0.33% | 2,700 | $691K | No change |
| KO The Coca-Cola Co. | 0.32% | 9,233 | $653K | Add +0.3% |
| TOST Toast Inc. Class A | 0.32% | 14,715 | $652K | Add +5.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.31% | 9,228 | $637K | Reduce -4.2% |
| MCK McKesson Corp. | 0.30% | 850 | $623K | No change |
| NSRGY Nestle SA-Spons ADR | 0.29% | 5,965 | $592K | Reduce -0.4% |
| XYL Xylem Inc. | 0.28% | 4,496 | $582K | No change |
| GD General Dynamics Corp. | 0.28% | 1,993 | $581K | No change |
| BND Vanguard Total Bond Market | 0.28% | 7,871 | $580K | Reduce -29.7% |
| WFC Wells Fargo & Co. | 0.28% | 7,136 | $572K | Add +0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 3,444 | $566K | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 11,922 | $564K | Add +0.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.26% | 4,651 | $540K | New |
| FOUR SHIFT4 Payments Inc. Class A | 0.26% | 5,377 | $533K | Add +1.9% |
| ZTS Zoetis Inc. | 0.26% | 3,405 | $531K | Reduce -5.5% |
| LH Labcorp Holdings Inc. | 0.25% | 2,006 | $527K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 3,938 | $525K | Reduce -1.9% |
| VNQ Vanguard Real Estate ETF | 0.24% | 5,667 | $505K | No change |
| ISRG Intuitive Surgical Inc. | 0.24% | 925 | $503K | Add +86.9% |
| VXUS Vanguard Total Intl Stock | 0.24% | 7,160 | $495K | No change |
| PHYS Sprott Physical Gold Trust | 0.24% | 19,432 | $493K | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 4,478 | $489K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,389 | $489K | Reduce -6.3% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 4,040 | $489K | No change |
| CAT Caterpillar Inc. | 0.23% | 1,244 | $483K | Add +0.5% |
| DFAS Dimensional US Small Cap ETF | 0.23% | 7,569 | $482K | Add +0.5% |
| EES Wisdomtree US Smallcap Fund | 0.23% | 9,450 | $482K | No change |
| B Barrick Mining Corp. | 0.23% | 22,814 | $475K | Reduce -21.5% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.23% | 5,719 | $466K | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 6,681 | $451K | Reduce -4.6% |
| RDDT Reddit Inc. Class A | 0.22% | 2,970 | $447K | New |
| CAVA Cava Group Inc. | 0.21% | 5,262 | $443K | Add +0.7% |
| GNTX Gentex Corp. | 0.21% | 20,032 | $441K | No change |
| GRMN Garmin Ltd. | 0.21% | 2,100 | $438K | No change |
| TSLA Tesla Inc. | 0.21% | 1,379 | $438K | Reduce -12.3% |
| CARR Carrier Global Corp. | 0.21% | 5,982 | $438K | Reduce -1.2% |
| SLV iShares Silver Trust | 0.21% | 13,250 | $435K | Reduce -2.9% |
| PSX Phillips 66 | 0.21% | 3,629 | $433K | Reduce -25.0% |
| NEM Newmont Corp. | 0.21% | 7,412 | $432K | Add +2.1% |
| AVGO Broadcom Inc. | 0.20% | 1,537 | $424K | No change |
| COP Conocophillips | 0.20% | 4,652 | $417K | Reduce -28.3% |
| DE Deere & Co. | 0.20% | 820 | $417K | No change |
| NKE Nike Inc. Class B | 0.20% | 5,719 | $406K | Reduce -6.9% |
| MDY State Street SPDR S&P Midcap | 0.19% | 706 | $400K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.19% | 1,444 | $400K | No change |
| GEV GE Vernova Inc. | 0.19% | 744 | $394K | No change |
| MRK Merck & Co. Inc. | 0.19% | 4,950 | $392K | Reduce -17.8% |
| EOG EOG Resources Inc. | 0.19% | 3,231 | $386K | No change |
| CTAS Cintas Corp. | 0.18% | 1,703 | $380K | No change |
| EZM Wisdomtree US Midcap Fund | 0.18% | 6,079 | $376K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.18% | 3,779 | $371K | Add +1.4% |
| RWJ Invesco S&P Smallcap 600 | 0.18% | 8,425 | $365K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 4,600 | $362K | No change |
| EFA iShares MSCI Eafe ETF | 0.17% | 4,024 | $360K | No change |
| IWM iShares Russell 2000 ETF | 0.17% | 1,660 | $358K | No change |
| YUM Yum! Brands Inc. | 0.17% | 2,408 | $357K | Add +0.3% |
| UPS United Parcel Service Class B | 0.17% | 3,464 | $350K | Reduce -9.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 1,978 | $350K | Reduce -4.8% |
| KGC Kinross Gold Corp. | 0.17% | 22,250 | $348K | No change |
| DGX Quest Diagnostics Inc. | 0.17% | 1,900 | $341K | No change |
| RFV Invesco S&P Midcap 400 Pure | 0.17% | 2,820 | $341K | No change |
| IWB iShares Russell 1000 ETF | 0.16% | 975 | $331K | No change |
| FCX Freeport-McMoran Inc. | 0.16% | 7,637 | $331K | Add +4.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 4,866 | $327K | No change |
| CL Colgate-Palmolive Co. | 0.15% | 3,369 | $306K | Reduce -2.1% |
| VZ Verizon Communications Inc. | 0.14% | 6,767 | $293K | Reduce -3.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 1,000 | $284K | No change |
| APD Air Products & Chemicals Inc. | 0.14% | 1,002 | $283K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 947 | $279K | Add +1.6% |
| OTIS Otis Worldwide Corp. | 0.14% | 2,817 | $279K | Reduce -2.3% |
| ROST Ross Stores Inc. | 0.13% | 2,150 | $274K | No change |
| TTC Toro Co. | 0.13% | 3,869 | $273K | Reduce -21.5% |
| ETN Eaton Corp. PLC | 0.13% | 752 | $268K | No change |
| BIV Vanguard Intermediate-Term B | 0.13% | 3,471 | $268K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 2,156 | $267K | Reduce -4.2% |
| MMM 3M Co. | 0.13% | 1,755 | $267K | Reduce -0.1% |
| GDX Vaneck Gold Miners ETF | 0.13% | 5,115 | $266K | Add +1.0% |
| ITW Illinois Tool Works | 0.13% | 1,074 | $266K | Reduce -0.9% |
| AAAU Goldman Sachs Physical Gold | 0.13% | 8,040 | $263K | No change |
| EPD Enterprise Products Partners | 0.13% | 8,432 | $261K | No change |
| BDX Becton Dickinson and Co. | 0.13% | 1,504 | $259K | Add +6.4% |
| NOBL Proshares S&P 500 Dividend A | 0.12% | 2,530 | $255K | Reduce -20.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.12% | 5,805 | $254K | Reduce -0.8% |
| IWD iShares Russell 1000 Value E | 0.12% | 1,277 | $248K | No change |
| ITT Itt Inc. | 0.12% | 1,575 | $247K | No change |
| TIP iShares Tips Bond ETF | 0.12% | 2,221 | $244K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 1,319 | $240K | Reduce -1.6% |
| UL Unilever PLC | 0.11% | 3,883 | $238K | No change |
| INTC Intel Corp. | 0.11% | 10,569 | $237K | Reduce -5.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.11% | 5,902 | $235K | Add +0.9% |
| BSX Boston Scientific Corp. | 0.11% | 2,175 | $234K | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 4,720 | $233K | Reduce -2.5% |
| DHR Danaher Corp. | 0.11% | 1,166 | $230K | No change |
| NOC Northrop Grumman Corp. | 0.11% | 455 | $227K | No change |
| OXY Occidental Petroleum Corp. | 0.11% | 5,306 | $223K | Add +5.9% |
| PFE Pfizer Inc. | 0.11% | 8,999 | $218K | Add +11.9% |
| KMI Kinder Morgan Inc. | 0.10% | 7,113 | $209K | Reduce -12.1% |
| WY Weyerhaeuser Co. | 0.10% | 7,929 | $204K | Add +3.8% |
| CEF Sprott Physical Gold and Sil | 0.10% | 6,753 | $203K | Add +0.2% |
| IWN iShares Russell 2000 Value E | 0.10% | 1,263 | $199K | No change |
| SMMV iShares MSCI USA Small-Cap M | 0.09% | 4,633 | $195K | Add +0.1% |
| HWM Howmet Aerospace Inc. | 0.09% | 1,036 | $193K | Add +0.1% |
| PWR Quanta Services Inc. | 0.09% | 504 | $191K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.09% | 514 | $188K | No change |
| PM Philip Morris International | 0.09% | 1,011 | $184K | Add +0.5% |
| T AT&T Inc. | 0.09% | 6,361 | $184K | Add +19.1% |
| PSA Public Storage | 0.09% | 624 | $183K | Reduce -19.4% |
| CMI Cummins Inc. | 0.09% | 550 | $180K | No change |
| QCOM Qualcomm Inc. | 0.09% | 1,126 | $179K | Add +2.4% |
| VXF Vanguard Extended Market ETF | 0.08% | 900 | $173K | No change |
| CCJ Cameco Corp. | 0.08% | 2,325 | $173K | Reduce -44.0% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 3,611 | $167K | Reduce -12.1% |
| DRI Darden Restaurants Inc. | 0.08% | 750 | $163K | No change |
| IGF iShares Global Infrastructur | 0.08% | 2,732 | $162K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.08% | 392 | $158K | No change |
| BR Broadridge Financial Solutio | 0.08% | 650 | $158K | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.08% | 6,553 | $157K | Add +0.0% |
| SO The Southern Co. | 0.08% | 1,708 | $157K | Add +7.6% |
| D Dominion Energy Inc. | 0.08% | 2,750 | $155K | Add +10.1% |
| ECL Ecolab Inc. | 0.07% | 570 | $154K | Reduce -26.0% |
| DFAT Dimensional US Target Value | 0.07% | 2,829 | $153K | No change |
| AEP American Electric Power | 0.07% | 1,430 | $148K | No change |
| TGT Target Corp. | 0.07% | 1,500 | $148K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.07% | 2,971 | $147K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.07% | 2,291 | $145K | No change |
| MU Micron Technology Inc. | 0.07% | 1,175 | $145K | No change |
| DUK Duke Energy Corp. | 0.07% | 1,215 | $143K | No change |
| K Kellanova | 0.07% | 1,762 | $140K | Reduce -4.1% |
| VHT Vanguard Health Care ETF | 0.07% | 564 | $140K | No change |
| CNH CNH Industrial NV | 0.07% | 10,750 | $139K | No change |
| DTE DTE Energy Company | 0.07% | 1,040 | $138K | Reduce -8.4% |
| SPIP SS SPDR P Tips ETF | 0.07% | 5,240 | $137K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.07% | 2,600 | $135K | Reduce -16.1% |
| APA Apa Corp. | 0.06% | 7,150 | $131K | Reduce -29.7% |
| RPV Invesco S&P 500 Pure Value E | 0.06% | 1,355 | $127K | No change |
| TRV The Travelers Cos Inc. | 0.06% | 474 | $127K | Add +0.8% |
| TSCO Tractor Supply Company | 0.06% | 2,400 | $127K | Reduce -38.5% |
| POWA Invesco Bloomberg Pricing Po | 0.06% | 1,450 | $126K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 1,493 | $125K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 2,255 | $124K | Add +11.1% |
| VGT Vanguard Info Tech ETF | 0.06% | 187 | $124K | No change |
| LIN Linde PLC | 0.06% | 260 | $122K | Reduce -26.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,336 | $122K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 298 | $121K | Reduce -13.6% |
| SYY Sysco Corp. | 0.06% | 1,583 | $120K | No change |
| QTUM Defiance Quantum ETF | 0.06% | 1,303 | $120K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.06% | 1,184 | $119K | New |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.06% | 2,353 | $119K | New |
| FAST Fastenal Co. | 0.06% | 2,817 | $118K | Reduce -36.7% |
| TBIL F/M US Treasury 3 Month Bill | 0.06% | 2,300 | $115K | New |
| NOW ServiceNow Inc. | 0.06% | 111 | $114K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.05% | 1,401 | $113K | Add +0.6% |
| LHX L3HARRIS Technologies Inc. | 0.05% | 451 | $113K | New |
| IP International Paper Co. | 0.05% | 2,400 | $112K | No change |
| AMD Advanced Micro Devices | 0.05% | 790 | $112K | Add +4.8% |
| HON Honeywell International Inc. | 0.05% | 478 | $111K | No change |
| PGX Invesco Preferred ETF | 0.05% | 9,930 | $111K | Add +21.8% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 1,800 | $110K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 216 | $110K | New |
| KDP Keurig Dr Pepper Inc. | 0.05% | 3,300 | $109K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.05% | 880 | $109K | No change |
| VCIT Vanguard Int-Term Corporate | 0.05% | 1,310 | $109K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.05% | 2,543 | $108K | Reduce -0.7% |
| CASY Casey's General Stores Inc. | 0.05% | 208 | $106K | New |
| MAR Marriott International Class A | 0.05% | 381 | $104K | Reduce -33.3% |
| PYPL PayPal Holdings Inc. | 0.05% | 1,385 | $103K | Reduce -17.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.05% | 1,285 | $102K | Reduce -3.8% |
| SNDK Sandisk Corp. | 0.05% | 2,247 | $102K | New |
| ILMN Illumina Inc. | 0.05% | 1,050 | $100K | Reduce -6.7% |
| DFUS Dimensional US Eq MKT ETF | 0.05% | 1,491 | $100K | No change |
| SMLF iShares US Smallcap Equity F | 0.05% | 1,465 | $100K | No change |
| HODL Vaneck Bitcoin ETF | 0.05% | 3,215 | $98K | Add +3.5% |
| GVI iShares Intermediate Governm | 0.05% | 900 | $96K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.05% | 1,626 | $95K | No change |
| STX Seagate Technology Holdings | 0.04% | 640 | $92K | No change |
| MO Altria Group Inc. | 0.04% | 1,565 | $92K | No change |
| DLTR Dollar Tree Inc. | 0.04% | 918 | $91K | Reduce -9.8% |
| DFLV Dim US Large Cap Value ETF | 0.04% | 2,853 | $89K | No change |
| OMC Omnicom Group | 0.04% | 1,230 | $88K | No change |
| MDT Medtronic PLC | 0.04% | 993 | $87K | No change |
| BNDW Vanguard Total World Bond Et | 0.04% | 1,223 | $85K | No change |
| ATO Atmos Energy Corp. | 0.04% | 545 | $84K | Add +0.4% |
| HIG Hartford Insurance Group Inc. | 0.04% | 646 | $82K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.04% | 923 | $81K | No change |
| LRCX Lam Research Corp. | 0.04% | 830 | $81K | No change |
| NTR Nutrien Ltd. | 0.04% | 1,365 | $79K | No change |
| NTRS Northern Trust Corp. | 0.04% | 625 | $79K | Reduce -3.9% |
| FBND Fidelity Total Bond ETF | 0.04% | 1,689 | $77K | Reduce -43.9% |
| GRAL Grail Inc. | 0.04% | 1,499 | $77K | No change |
| PFIX Simplify Interest Rate Hedge | 0.04% | 1,431 | $76K | No change |
| ED Consolidated Edison Inc. | 0.04% | 745 | $75K | Reduce -3.3% |
| ET Energy Transfer LP | 0.04% | 4,073 | $74K | Add +5.2% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.04% | 1,640 | $74K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.03% | 735 | $71K | Reduce -3.3% |
| WBA Walgreens Boots Alliance Inc. | 0.03% | 6,045 | $69K | No change |
| QSR Restaurant Brands Intern | 0.03% | 1,000 | $66K | No change |
| CELH Celsius Holdings Inc. | 0.03% | 1,400 | $65K | No change |
| GEHC GE Healthcare Technology | 0.03% | 873 | $65K | No change |
| DT Dynatrace Inc. | 0.03% | 1,170 | $65K | Reduce -4.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.03% | 831 | $63K | No change |
| SHOP Shopify Inc. Class A | 0.03% | 535 | $62K | No change |
| NFG National Fuel Gas Co. | 0.03% | 719 | $61K | Add +16.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.03% | 1,900 | $61K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.03% | 500 | $61K | No change |
| MCHP Microchip Technology Inc. | 0.03% | 855 | $60K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.03% | 725 | $60K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.03% | 650 | $59K | Add +4.0% |
| STT State Street Corp. | 0.03% | 550 | $58K | No change |
| GILD Gilead Sciences Inc. | 0.03% | 525 | $58K | No change |
| MRVL Marvell Technology Inc. | 0.03% | 744 | $58K | New |
| HST Host Hotels & Resorts Inc. | 0.03% | 3,560 | $55K | Add +0.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 4,754 | $52K | Add +70.8% |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 500 | $50K | Reduce -13.0% |
| FIS Fidelity National Info Serv | 0.02% | 600 | $49K | Reduce -76.0% |
| VGSH Vanguard Short-Term Treasury | 0.02% | 820 | $48K | No change |
| VKTX Viking Therapeutics Inc. | 0.02% | 1,800 | $48K | No change |
| ELD Wisdomtree Emrg MKTS Debt | 0.02% | 1,695 | $47K | No change |
| VGK Vanguard Ftse Europe ETF | 0.02% | 600 | $47K | No change |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.02% | 990 | $46K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.02% | 500 | $46K | No change |
| WDC Western Digital Corp. | 0.02% | 710 | $45K | No change |
| CSM Proshares Large Cap Core Plu | 0.02% | 621 | $44K | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 0.02% | 725 | $44K | New |
| FHLC Fidelity MSCI Health Care | 0.02% | 679 | $43K | No change |
| SIVR Abrdn Physical Silver Shares | 0.02% | 1,255 | $43K | Add +8.7% |
| SOLV Solventum Corp. | 0.02% | 548 | $42K | No change |
| SCHP Schwab U.S. Tips ETF | 0.02% | 1,520 | $41K | No change |
| WMB Williams Cos Inc. | 0.02% | 615 | $39K | No change |
| ACVF American Conservative Values | 0.02% | 805 | $38K | No change |
| FHI Federated Hermes Inc. | 0.02% | 854 | $38K | Add +0.5% |
| HTO H2O America | 0.02% | 703 | $37K | New |
| KLG WK Kellogg Co. | 0.02% | 2,289 | $36K | No change |
| MLPX Global X MLP & Energy Infras | 0.02% | 570 | $36K | No change |
| UGI Ugi Corp. | 0.02% | 976 | $36K | No change |
| RKT Rocket Cos Inc. Class A | 0.02% | 2,500 | $35K | No change |
| MGA Magna International Inc. | 0.02% | 912 | $35K | Reduce -22.7% |
| BF.B Brown-Forman Corp. Class B | 0.02% | 1,219 | $33K | Add +0.2% |
| PFO Flaherty & Crumrine P&I Opp | 0.02% | 3,500 | $32K | No change |
| YUMC Yum China Holdings Inc. | 0.02% | 700 | $31K | No change |
| PWZ Invesco California Amt-Free | 0.01% | 1,300 | $30K | No change |
| CEDAR FAIR LP | 0.01% | 993 | $30K | No change |
| DOC Healthpeak Properties Inc. | 0.01% | 1,715 | $30K | Add +14.3% |
| SDZNY Sandoz Group AG-ADR | 0.01% | 548 | $30K | No change |
| DFAC Dimensional US Core Equity 2 | 0.01% | 830 | $30K | No change |
| POR Portland General Electric Co. | 0.01% | 719 | $29K | New |
| NWE Northwestern Energy Group Inc. | 0.01% | 567 | $29K | No change |
| SCHX Schwab US Large-Cap ETF | 0.01% | 1,184 | $29K | New |
| BEN Franklin Templeton Inc. | 0.01% | 1,175 | $28K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 525 | $28K | No change |
| PRGO Perrigo Co. PLC | 0.01% | 1,005 | $27K | Add +0.1% |
| FTV Fortive Corp. | 0.01% | 500 | $26K | No change |
| DFUV Dimensional US Marketwide Va | 0.01% | 603 | $25K | No change |
| VTRS Viatris Inc. | 0.01% | 2,855 | $25K | Add +0.1% |
| ISMD Inspire Small/Mid Cap ETF | 0.01% | 695 | $25K | Add +7.8% |
| GSK GSK PLC-Spon ADR | 0.01% | 640 | $25K | No change |
| SON Sonoco Products Co. | 0.01% | 544 | $24K | New |
| HRL Hormel Foods Corp. | 0.01% | 760 | $23K | No change |
| PFF iShares Preferred & Income S | 0.01% | 740 | $23K | No change |
| KVUE Kenvue Inc. | 0.01% | 1,065 | $22K | Add +1.4% |
| AMCR Amcor PLC | 0.01% | 2,420 | $22K | No change |
| RYN Rayonier Inc. | 0.01% | 995 | $22K | Add +15.7% |
| AIQ Global X Art Intel & Tech | 0.01% | 505 | $22K | No change |
| LEG Leggett & Platt Inc. | 0.01% | 2,450 | $22K | No change |
| BXSL Blackstone Secured Lending F | 0.01% | 682 | $21K | No change |
| SPRX Spear Alpha ETF | 0.01% | 695 | $21K | No change |
| FLO Flowers Foods Inc. | 0.01% | 1,262 | $20K | Add +13.6% |
| MFM Aberdeen Municipal Income | 0.01% | 3,898 | $20K | No change |
| ORI Old Republic Intl Corp. | 0.01% | 511 | $20K | Add +0.8% |
| UBSI United Bankshares Inc. | 0.01% | 525 | $19K | Add +4.2% |
| HPE Hewlett Packard Enterprise | 0.01% | 917 | $19K | No change |
| WEN The Wendy's Co. | 0.01% | 1,600 | $18K | No change |
| PSLV Sprott Physical Silver Trust | 0.01% | 1,400 | $17K | No change |
| SNAP Snap Inc. Class A | 0.01% | 1,500 | $13K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 570 | $13K | Reduce -40.6% |
| WBD Warner Bros Discovery Inc. | 0.01% | 1,027 | $12K | No change |
| PGZ Principal Real Estate Income | 0.01% | 1,041 | $11K | Add +3.1% |
| PAA Plains All Amer Pipeline LP | 0.00% | 504 | $9K | No change |
| FRSH Freshworks Inc. Class A | 0.00% | 600 | $9K | No change |
| OCSL Oaktree Specialty Lending Co. | 0.00% | 650 | $9K | New |
| HLN Haleon PLC-ADR | 0.00% | 800 | $8K | No change |
| VSTS Vestis Corp. | 0.00% | 1,050 | $6K | No change |
| RCS PIMCO Strategic Income Fund | 0.00% | 775 | $5K | No change |
| BGS B&G Foods Inc. | 0.00% | 750 | $3K | Add +7.1% |
| LCID Lucid Group Inc. | 0.00% | 1,500 | $3K | No change |
| NAT Nordic American Tankers Ltd. | 0.00% | 850 | $2K | 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 |
| ABEV Ambev SA-ADR | 0.00% | 500 | $1K | No change |
| AFIB Acutus Medical Inc. | 0.00% | 2,000 | $4 | No change |