| VGIT Vanguard Intermediate-Term T | 10.62% | 16,724,645 | $1.0B | Add +12.1% |
| VTI VG Morningstar TS MKT ETF-US | 9.02% | 2,539,532 | $851.4M | Reduce -1.0% |
| IWV iShares Russell 3000 ETF | 7.68% | 1,874,800 | $725.3M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 6.28% | 9,489,679 | $592.8M | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.10% | 704,587 | $481.2M | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 3.31% | 11,909,368 | $312.4M | Reduce -2.4% |
| SCHF Schwab Intl Equity ETF | 3.19% | 12,527,998 | $301.2M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 3.07% | 462,701 | $290.2M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 2.29% | 1,505,250 | $216.0M | Reduce -0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.23% | 2,627,987 | $210.8M | Add +2.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.11% | 1,042,872 | $199.2M | Reduce -7.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.09% | 1,845,611 | $196.9M | Reduce -2.8% |
| VWO Vanguard Ftse Emerging Marke | 2.04% | 3,572,897 | $192.1M | Reduce -2.5% |
| QUAL iShares MSCI USA Quality Fac | 1.76% | 837,390 | $166.3M | Reduce -32.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.61% | 1,697,724 | $151.9M | Add +3.8% |
| RSP Invesco S&P 500 Equal Weight | 1.21% | 596,705 | $114.3M | Add +56.2% |
| VT Vanguard Tot World STK ETF | 1.10% | 734,752 | $103.6M | Add +36.5% |
| VBIL Vanguard 0-3M T-Bill ETF | 1.10% | 1,370,698 | $103.4M | Add +8269.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.04% | 1,945,859 | $97.9M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.86% | 118,383 | $81.1M | Reduce -5.0% |
| VONG Vanguard Russell 1000 Growth | 0.80% | 621,420 | $75.7M | Reduce -0.1% |
| VIGI Vanguard Int Div App Indx FD | 0.70% | 719,745 | $65.8M | Reduce -4.4% |
| XPEL Xpel Inc. | 0.66% | 1,241,540 | $62.0M | No change |
| AGG iShares Core U.S. Aggregate | 0.65% | 613,113 | $61.2M | Add +318.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.63% | 149,611 | $59.5M | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.62% | 472,402 | $58.2M | Reduce -5.3% |
| AAPL Apple Inc. | 0.61% | 212,435 | $57.8M | Reduce -3.8% |
| EFA iShares MSCI Eafe ETF | 0.60% | 587,733 | $56.4M | Reduce -1.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.59% | 542,986 | $55.6M | Add +8.1% |
| MSFT Microsoft Corp. | 0.56% | 108,592 | $52.5M | Reduce -4.9% |
| VGLT Vanguard Long-Term Treasury | 0.53% | 894,920 | $49.9M | Add +8.4% |
| NYT New York Times Co. Class A | 0.52% | 709,475 | $49.3M | Reduce -0.1% |
| ESGV Vanguard ESG US Stock ETF | 0.50% | 392,849 | $47.5M | Reduce -3.2% |
| VDE Vanguard Energy ETF | 0.49% | 370,931 | $46.7M | Add +9.0% |
| VNQ Vanguard Real Estate ETF | 0.42% | 446,251 | $39.5M | Add +4.3% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 593,542 | $39.2M | Reduce -5.2% |
| IEMG iShares Core MSCI Emerging | 0.41% | 578,172 | $38.9M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 0.40% | 117,079 | $37.7M | Reduce -3.6% |
| AVGO Broadcom Inc. | 0.38% | 102,986 | $35.6M | Reduce -15.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.38% | 112,902 | $35.5M | Reduce -0.3% |
| IQLT iShares MSCI International Q | 0.37% | 762,143 | $34.6M | Reduce -5.2% |
| IUSG iShares Core S&P U.S. Growth | 0.37% | 205,706 | $34.5M | Add +0.9% |
| SCHO Schwab Short-Term US Treas | 0.36% | 1,402,884 | $34.2M | Add +6.0% |
| IWF iShares Russell 1000 Growth | 0.36% | 71,958 | $34.1M | Add +1.4% |
| RTX RTX Corp. | 0.36% | 185,612 | $34.0M | Reduce -2.7% |
| GLD SPDR Gold Shares | 0.36% | 85,046 | $33.7M | Reduce -1.7% |
| BND Vanguard Total Bond Market | 0.36% | 454,125 | $33.6M | Reduce -14.7% |
| JNJ Johnson & Johnson | 0.35% | 161,365 | $33.4M | Reduce -2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 125,385 | $32.3M | Reduce -8.1% |
| NVDA Nvidia Corp. | 0.34% | 172,094 | $32.1M | Reduce -1.8% |
| XME SS SPDR S&P Metals Mining | 0.34% | 307,647 | $31.9M | Reduce -30.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.34% | 444,824 | $31.9M | Reduce -2.7% |
| MDY State Street SPDR S&P Midcap | 0.34% | 52,453 | $31.7M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 51,044 | $31.4M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.30% | 43,066 | $28.4M | Reduce -2.4% |
| MS Morgan Stanley | 0.30% | 158,942 | $28.2M | Reduce -3.7% |
| HCA HCA Healthcare Inc. | 0.30% | 60,182 | $28.1M | Reduce -11.5% |
| PDBC Invesco Optimum Yield Divers | 0.30% | 2,111,753 | $28.0M | Add +8.9% |
| KO The Coca-Cola Co. | 0.30% | 399,711 | $27.9M | Reduce -11.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.26% | 742,539 | $24.3M | Reduce -0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 109,931 | $24.2M | Reduce -8.9% |
| AMZN Amazon.com Inc. | 0.25% | 102,141 | $23.6M | Reduce -3.6% |
| WMT Walmart Inc. | 0.25% | 208,620 | $23.3M | Add +0.0% |
| VGT Vanguard Info Tech ETF | 0.23% | 29,251 | $22.0M | Reduce -1.4% |
| EVLV Evolv Technologies Holdings | 0.23% | 3,094,015 | $21.5M | Reduce -1.6% |
| TRGP Targa Resources Corp. | 0.22% | 114,183 | $21.1M | Add +3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 39,049 | $19.1M | Reduce -3.9% |
| VMC Vulcan Materials Co. | 0.20% | 66,588 | $19.0M | Reduce 0.0% |
| TFC Truist Financial Corp. | 0.20% | 385,791 | $19.0M | Reduce -0.5% |
| VTR Ventas Inc. | 0.20% | 238,795 | $18.6M | Add +3.1% |
| IWB iShares Russell 1000 ETF | 0.19% | 49,136 | $18.3M | Reduce -4.6% |
| GOOG Alphabet Inc. Class C | 0.19% | 56,301 | $17.7M | Reduce -14.0% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.19% | 1,109,514 | $17.6M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.18% | 97,714 | $16.7M | Add +1.3% |
| MUB iShares National Muni Bond E | 0.17% | 154,146 | $16.5M | Reduce -1.6% |
| PHM Pultegroup Inc. | 0.17% | 140,596 | $16.5M | Add +0.1% |
| NSC Norfolk Southern Corp. | 0.17% | 57,016 | $16.5M | Reduce -0.1% |
| AGIO Agios Pharmaceuticals Inc. | 0.17% | 598,765 | $16.3M | No change |
| CCEP Coca-Cola Europacific Partne | 0.17% | 179,591 | $16.3M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 53,441 | $16.3M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 134,641 | $16.2M | Reduce -2.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.16% | 349,062 | $15.5M | No change |
| SHEL Shell PLC-ADR | 0.16% | 202,463 | $14.9M | Add +0.1% |
| EEM iShares MSCI Emerging Market | 0.15% | 263,107 | $14.4M | Reduce -5.1% |
| TSLX Sixth Street Specialty Lendi | 0.15% | 649,887 | $14.1M | Add +2.1% |
| DKS Dick's Sporting Goods Inc. | 0.15% | 71,121 | $14.1M | Add +10.6% |
| GS Goldman Sachs Group Inc. | 0.15% | 16,018 | $14.1M | Add +0.9% |
| FDX FedEx Corp. | 0.15% | 47,652 | $13.8M | Add +12.9% |
| GOOGL Alphabet Inc. Class A | 0.14% | 43,318 | $13.6M | Reduce -7.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.14% | 181,298 | $13.3M | Reduce -0.9% |
| GOVT iShares US Treasury Bond ETF | 0.14% | 578,537 | $13.3M | Add +5.3% |
| CVX Chevron Corp. | 0.14% | 86,607 | $13.2M | Reduce -4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 26,203 | $13.2M | Reduce -13.2% |
| UL Unilever PLC-Sponsored ADR | 0.14% | 197,408 | $12.9M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.13% | 460,431 | $12.4M | Reduce -0.9% |
| CINF Cincinnati Financial Corp. | 0.13% | 74,911 | $12.2M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.13% | 11,049 | $11.9M | Reduce -1.9% |
| ABNB Airbnb Inc. Class A | 0.12% | 82,166 | $11.2M | Reduce -8.3% |
| IWM iShares Russell 2000 ETF | 0.12% | 44,732 | $11.0M | Reduce -5.6% |
| PG The Procter & Gamble Co. | 0.12% | 76,271 | $10.9M | Add +14.1% |
| TOST Toast Inc. Class A | 0.11% | 299,501 | $10.6M | Reduce -11.0% |
| ORCL Oracle Corp. | 0.11% | 53,096 | $10.3M | Add +2.7% |
| VGSH Vanguard Short-Term Treasury | 0.10% | 167,556 | $9.8M | Reduce -7.1% |
| RELX Relx PLC - Spon ADR | 0.10% | 240,996 | $9.7M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 0.10% | 52,667 | $9.7M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.10% | 44,941 | $9.5M | Reduce -21.6% |
| XOM Exxon Mobil Corp. | 0.10% | 78,223 | $9.4M | Reduce -0.2% |
| ARCC Ares Capital Corp. | 0.10% | 453,686 | $9.2M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 30,199 | $8.9M | Add +0.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.09% | 69,138 | $8.9M | No change |
| BA The Boeing Co. | 0.09% | 40,463 | $8.8M | Add +30.9% |
| TGT Target Corp. | 0.09% | 88,805 | $8.7M | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 154,761 | $8.5M | Reduce -4.0% |
| OBDC Blue Owl Capital Corp. | 0.09% | 658,704 | $8.4M | No change |
| DB Deutsche Bank AG-Registered | 0.09% | 218,560 | $8.4M | Add +0.0% |
| UNP Union Pacific Corp. | 0.08% | 34,246 | $7.9M | Reduce -0.4% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.08% | 61,974 | $7.7M | Add +4.4% |
| XLK SS Technology Select Sector | 0.08% | 52,020 | $7.5M | Reduce -1.0% |
| CB Chubb Ltd. | 0.08% | 23,483 | $7.3M | Add +0.2% |
| OEF iShares S&P 100 ETF | 0.08% | 21,194 | $7.3M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 259,350 | $7.1M | Reduce -2.5% |
| IVE iShares S&P 500 Value ETF | 0.07% | 33,209 | $7.0M | Reduce -0.8% |
| COF Capital One Financial Corp. | 0.07% | 28,695 | $7.0M | Reduce -2.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 136,599 | $7.0M | Add +0.3% |
| CUZ Cousins Properties Inc. | 0.07% | 251,880 | $6.5M | Add +0.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.07% | 187,899 | $6.4M | Add +8.1% |
| D Dominion Energy Inc. | 0.07% | 107,736 | $6.3M | Add +0.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 100,628 | $6.1M | Reduce -4.8% |
| CI The Cigna Group | 0.06% | 21,973 | $6.0M | Reduce -5.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 8 | $6.0M | No change |
| NOW ServiceNow Inc. | 0.06% | 39,415 | $6.0M | Reduce -0.3% |
| IYR iShares US Real Estate ETF | 0.06% | 63,244 | $5.9M | Reduce -0.1% |
| BX Blackstone Inc. | 0.06% | 38,395 | $5.9M | Add +1.7% |
| AFL Aflac Inc. | 0.06% | 53,619 | $5.9M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 20,177 | $5.9M | Add +2.0% |
| HIW Highwoods Properties Inc. | 0.06% | 225,232 | $5.8M | Reduce -55.3% |
| ALB Albemarle Corp. | 0.06% | 40,910 | $5.8M | No change |
| IUSV iShares Core S&P U.S. Value | 0.06% | 56,387 | $5.8M | Reduce -0.1% |
| KR Kroger Co. | 0.06% | 90,833 | $5.7M | Add +0.8% |
| PH Parker Hannifin Corp. | 0.06% | 6,390 | $5.6M | Reduce -0.9% |
| SMH Vaneck Semiconductor ETF | 0.06% | 15,497 | $5.6M | Reduce -6.6% |
| TFPM Triple Flag Precious Met | 0.06% | 166,761 | $5.5M | Reduce -27.7% |
| ACWI iShares MSCI Acwi ETF | 0.06% | 38,749 | $5.5M | Reduce -11.1% |
| LPLA LPL Financial Holdings Inc. | 0.06% | 15,161 | $5.4M | Reduce -6.2% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.06% | 47,821 | $5.3M | No change |
| NEU Newmarket Corp. | 0.06% | 7,609 | $5.3M | No change |
| BPRE Bluerock Private Real Estate | 0.06% | 349,971 | $5.2M | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.06% | 75,957 | $5.2M | No change |
| ORI Old Republic Intl Corp. | 0.05% | 112,139 | $5.1M | Add +6.6% |
| DLR Digital Realty Trust Inc. | 0.05% | 32,714 | $5.1M | Add +0.3% |
| V Visa Inc. Class A | 0.05% | 14,400 | $5.1M | Reduce -13.2% |
| FERG Ferguson Enterprises Inc. | 0.05% | 21,489 | $4.8M | Reduce -0.7% |
| FRPH FRP Holdings Inc. filed as FRP HLDGS INC | 0.05% | 205,808 | $4.7M | No change |
| INFL Horizon Kinetics Infl Benef | 0.05% | 101,830 | $4.5M | Reduce -8.7% |
| SNOW Snowflake Inc. | 0.05% | 20,522 | $4.5M | Add +2.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.05% | 95,264 | $4.5M | Reduce -7.4% |
| IVLU iShares MSCI International V | 0.05% | 115,976 | $4.4M | Add +0.6% |
| TSLA Tesla Inc. | 0.05% | 9,670 | $4.3M | Reduce -0.8% |
| AXP American Express Co. | 0.05% | 11,627 | $4.3M | Reduce -0.3% |
| DRI Darden Restaurants Inc. | 0.05% | 23,360 | $4.3M | New |
| VTWO Vanguard Russell 2000 ETF | 0.04% | 42,168 | $4.2M | Reduce -8.5% |
| HD Home Depot Inc. | 0.04% | 11,963 | $4.1M | Reduce -2.5% |
| TT Trane Technologies PLC | 0.04% | 10,567 | $4.1M | Add +0.0% |
| FANG Diamondback Energy Inc. | 0.04% | 27,055 | $4.1M | Add +276.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.04% | 34,133 | $4.0M | Reduce -4.7% |
| SMG Scotts Miracle-Gro Co. | 0.04% | 65,470 | $3.8M | Reduce -1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 39,478 | $3.8M | Reduce -2.5% |
| GBDC Golub Capital BDC Inc. | 0.04% | 264,231 | $3.6M | Reduce -24.1% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.04% | 53,742 | $3.5M | New |
| ITOT iShares Core S&P Total U.S. | 0.04% | 23,596 | $3.5M | Add +1.0% |
| ABBV Abbvie Inc. | 0.04% | 15,055 | $3.4M | Add +0.5% |
| AMLP Alerian MLP ETF | 0.04% | 72,428 | $3.4M | Reduce -0.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 13,271 | $3.4M | Reduce -14.1% |
| HON Honeywell International Inc. | 0.04% | 16,944 | $3.3M | Reduce -2.9% |
| DNLI Denali Therapeutics Inc. | 0.03% | 197,998 | $3.3M | No change |
| SCHR Schwab Intermediate-Term US | 0.03% | 127,006 | $3.2M | Reduce -6.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.03% | 58,930 | $3.2M | No change |
| COST Costco Wholesale Corp. | 0.03% | 3,578 | $3.1M | Reduce -1.5% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 40,174 | $3.1M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.03% | 5,314 | $3.0M | Reduce -0.5% |
| FLIN Franklin Ftse India ETF | 0.03% | 77,560 | $3.0M | Add +0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 32,056 | $2.9M | Reduce -82.5% |
| MCHI iShares MSCI China ETF | 0.03% | 48,546 | $2.9M | Reduce -24.3% |
| KMB Kimberly-Clark Corp. | 0.03% | 28,877 | $2.9M | Add +0.3% |
| EFV iShares MSCI Eafe Value ETF | 0.03% | 40,614 | $2.9M | Reduce -4.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 6,079 | $2.8M | Reduce -0.0% |
| CRM Salesforce Inc. | 0.03% | 10,692 | $2.8M | Add +1.3% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 56,317 | $2.8M | Reduce -55.9% |
| IYJ iShares U.S. Industrials ETF | 0.03% | 18,683 | $2.8M | Reduce -6.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 30,309 | $2.7M | No change |
| AVB Avalonbay Communities Inc. | 0.03% | 14,250 | $2.6M | Add +2.1% |
| TBN Tamboran Resources Corp. | 0.03% | 93,509 | $2.5M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 14,314 | $2.5M | Reduce -17.4% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.03% | 115,838 | $2.5M | Add +8.8% |
| IBTI iShares Ibonds Dec 2028 Term | 0.03% | 113,467 | $2.5M | Add +8.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.03% | 112,622 | $2.5M | Add +8.8% |
| IWY iShares Russell Top 200 Grow | 0.03% | 8,950 | $2.5M | No change |
| MRK Merck & Co. Inc. | 0.03% | 23,317 | $2.5M | Add +1.9% |
| ENB Enbridge Inc. | 0.02% | 48,606 | $2.3M | Add +0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 43,905 | $2.3M | Add +0.0% |
| SYK Stryker Corp. | 0.02% | 6,372 | $2.2M | Add +1.1% |
| ABT Abbott Laboratories | 0.02% | 17,869 | $2.2M | Reduce -5.8% |
| SHOP Shopify Inc. Class A | 0.02% | 13,759 | $2.2M | Reduce -0.2% |
| EIPX FT Energy Inc. Partners Strat | 0.02% | 83,600 | $2.2M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 4,594 | $2.2M | No change |
| IAU iShares Gold Trust | 0.02% | 27,159 | $2.2M | Add +217.3% |
| ADP Automatic Data Processing | 0.02% | 8,471 | $2.2M | Reduce -1.4% |
| REG Regency Centers Corp. | 0.02% | 31,472 | $2.2M | Add +0.9% |
| SBR Sabine Royalty Trust | 0.02% | 31,115 | $2.1M | No change |
| WDAY Workday Inc. Class A | 0.02% | 9,861 | $2.1M | No change |
| IGF iShares Global Infrastructur | 0.02% | 34,423 | $2.1M | New |
| EPD Enterprise Products Partners | 0.02% | 65,271 | $2.1M | Add +6.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 29,206 | $2.1M | Add +15.5% |
| SONO Sonos Inc. | 0.02% | 115,183 | $2.0M | No change |
| PR Permian Resources Corp. Class A | 0.02% | 140,405 | $2.0M | No change |
| VFH Vanguard Financials ETF | 0.02% | 14,613 | $2.0M | Reduce -10.8% |
| BEP Brookfield Renewable Partner | 0.02% | 71,736 | $1.9M | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.02% | 25,054 | $1.9M | Add +3.5% |
| NFLX Netflix Inc. | 0.02% | 20,510 | $1.9M | Add +11.7% |
| IAT iShares US Regional Banks Et | 0.02% | 34,173 | $1.9M | Reduce -18.6% |
| XLE SS Energy Select Sector | 0.02% | 42,037 | $1.9M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.02% | 3,232 | $1.8M | Reduce -21.7% |
| PNC PNC Financial Services Group | 0.02% | 8,682 | $1.8M | Add +2.0% |
| WFC Wells Fargo & Co. | 0.02% | 19,303 | $1.8M | Add +13.7% |
| DAL Delta Air Lines Inc. | 0.02% | 25,498 | $1.8M | Reduce -32.7% |
| ET Energy Transfer LP | 0.02% | 107,285 | $1.8M | Add +6.2% |
| VXUS Vanguard Total Intl Stock | 0.02% | 22,529 | $1.7M | Reduce -8.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 21,234 | $1.7M | No change |
| FSK FS KKR Capital Corp. | 0.02% | 114,154 | $1.7M | Reduce -75.4% |
| XLF SS Financial Select Sector | 0.02% | 30,693 | $1.7M | Reduce -0.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 4,049 | $1.7M | Add +0.2% |
| TNGY Tortoise Energy ETF | 0.02% | 179,450 | $1.6M | Add +11.5% |
| CL Colgate-Palmolive Co. | 0.02% | 20,751 | $1.6M | Reduce -2.5% |
| NVGS Navigator Holdings Ltd. | 0.02% | 93,940 | $1.6M | No change |
| MCD McDonald's Corp. | 0.02% | 5,311 | $1.6M | Reduce -25.4% |
| ADI Analog Devices Inc. | 0.02% | 5,913 | $1.6M | Reduce -0.5% |
| COP Conocophillips | 0.02% | 16,965 | $1.6M | Add +1.0% |
| UPST Upstart Holdings Inc. | 0.02% | 35,140 | $1.5M | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 19,486 | $1.5M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 0.02% | 4,495 | $1.5M | Reduce -6.7% |
| AMGN Amgen Inc. | 0.02% | 4,533 | $1.5M | Reduce -4.7% |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 12,070 | $1.5M | Reduce -44.2% |
| KLAC KLA Corp. | 0.02% | 1,210 | $1.5M | Add +3.8% |
| SPEM State Street SP PTF Em ETF | 0.02% | 31,086 | $1.5M | Add +0.0% |
| XLC SS Comm Select Sector SPDR | 0.02% | 12,350 | $1.5M | Reduce -6.3% |
| OTF Blue Owl Technology Finance | 0.02% | 98,775 | $1.4M | Add +106.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 83,999 | $1.4M | No change |
| SCHM Schwab US Mid Cap ETF | 0.01% | 46,143 | $1.4M | No change |
| BLK BlackRock Inc. | 0.01% | 1,286 | $1.4M | Reduce -0.5% |
| XLB SS Materials Select Sector | 0.01% | 30,250 | $1.4M | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 37,373 | $1.3M | Reduce -4.1% |
| LOW Lowe's Cos Inc. | 0.01% | 5,571 | $1.3M | Add +3.9% |
| DXJ Wisdomtree Japan Hedged Eq | 0.01% | 9,280 | $1.3M | Reduce -15.5% |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 264,214 | $1.3M | No change |
| RBRK Rubrik Inc. Class A | 0.01% | 17,141 | $1.3M | No change |
| LYFT LYFT Inc. Class A | 0.01% | 66,838 | $1.3M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 30,039 | $1.3M | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 18,983 | $1.3M | Add +0.7% |
| NEE Nextera Energy Inc. | 0.01% | 15,610 | $1.3M | Add +3.8% |
| PEP Pepsico Inc. | 0.01% | 8,606 | $1.2M | Reduce -5.0% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 2,139 | $1.2M | Add +4.1% |
| DVY iShares Select Dividend ETF | 0.01% | 8,735 | $1.2M | Add +3.4% |
| EOG EOG Resources Inc. | 0.01% | 11,542 | $1.2M | Reduce -0.4% |
| QDEF NT Qual Div Def ETF | 0.01% | 14,798 | $1.2M | No change |
| PJAN Innovator U.S. Equity Power | 0.01% | 25,469 | $1.2M | No change |
| WM Waste Management Inc. | 0.01% | 5,362 | $1.2M | Reduce -11.4% |
| BBD Banco Bradesco-ADR | 0.01% | 341,868 | $1.1M | Add +0.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.01% | 7,963 | $1.1M | Add +1.1% |
| VONV Vanguard Russell 1000 Value | 0.01% | 12,035 | $1.1M | Reduce -28.6% |
| SCHV Schwab US Large-Cap Value | 0.01% | 37,472 | $1.1M | Reduce -36.4% |
| AMD Advanced Micro Devices | 0.01% | 5,135 | $1.1M | Reduce -13.8% |
| SLV iShares Silver Trust | 0.01% | 16,949 | $1.1M | Add +9.1% |
| ABEV Ambev SA-ADR | 0.01% | 440,909 | $1.1M | Add +0.5% |
| ICF iShares Select U.S. REIT ETF | 0.01% | 17,546 | $1.0M | Add +35.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.01% | 11,305 | $1.0M | Add +0.0% |
| DAY Dayforce Inc. | 0.01% | 15,054 | $1.0M | Reduce -46.5% |
| SNPS Synopsys Inc. | 0.01% | 2,204 | $1.0M | Add +1.8% |
| VXF Vanguard Extended Market ETF | 0.01% | 4,940 | $1.0M | Reduce -17.6% |
| PSX Phillips 66 | 0.01% | 7,979 | $1.0M | Add +1.7% |
| XLY SS Consumer Disc Select Sect | 0.01% | 8,596 | $1.0M | Reduce -7.6% |
| OKTA Okta Inc. | 0.01% | 11,857 | $1.0M | Add +0.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.01% | 12,358 | $1.0M | Add +0.3% |
| OKE Oneok Inc. | 0.01% | 13,670 | $1.0M | Add +4.0% |
| XLV SS Health Care Select Sector | 0.01% | 6,481 | $1.0M | Reduce -7.5% |
| DUK Duke Energy Corp. | 0.01% | 8,513 | $998K | Add +2.2% |
| VOOV Vanguard S&P 500 Value ETF | 0.01% | 4,810 | $985K | Add +0.5% |
| ARM Arm Holdings PLC-ADR | 0.01% | 8,788 | $961K | No change |
| RBLX Roblox Corp. Class A | 0.01% | 11,722 | $950K | Reduce -0.0% |
| IEUR iShares Core MSCI Europe ETF | 0.01% | 13,130 | $932K | Add +1.2% |
| EMR Emerson Electric Co. | 0.01% | 6,900 | $916K | Reduce -12.8% |
| ROK Rockwell Automation Inc. | 0.01% | 2,349 | $914K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 6,834 | $899K | Reduce -9.4% |
| BCAX Bicara Therapeutics Inc. | 0.01% | 53,430 | $899K | No change |
| IXC iShares Global Energy ETF | 0.01% | 21,394 | $897K | Reduce -36.8% |
| BP BP PLC-Spons ADR | 0.01% | 25,403 | $882K | No change |
| MELI MercadoLibre Inc. | 0.01% | 435 | $876K | Add +1.9% |
| GILD Gilead Sciences Inc. | 0.01% | 7,105 | $872K | Reduce -0.1% |
| JVAL JPMorgan US Value Factor ETF | 0.01% | 17,721 | $870K | No change |
| LRCX Lam Research Corp. | 0.01% | 4,928 | $844K | Add +3.1% |
| LMT Lockheed Martin Corp. | 0.01% | 1,720 | $832K | Reduce -5.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 7,226 | $824K | Reduce -12.8% |
| AGNC AGNC Investment Corp. | 0.01% | 76,319 | $818K | Add +3.5% |
| IWX iShares Russell Top 200 Valu | 0.01% | 8,851 | $813K | No change |
| CTAS Cintas Corp. | 0.01% | 4,173 | $785K | Add +0.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.01% | 34,233 | $783K | Reduce -66.2% |
| ROP Roper Technologies Inc. | 0.01% | 1,756 | $782K | Reduce -3.4% |
| QTRX Quanterix Corp. | 0.01% | 120,035 | $763K | No change |
| NFRA NT GLBL BRD Infra ETF | 0.01% | 12,603 | $763K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 4,668 | $759K | Add +1.5% |
| ZETA Zeta Global Holdings Corp. Class A | 0.01% | 37,260 | $758K | No change |
| ARKX ARK Space & Defense Innovati | 0.01% | 26,081 | $756K | No change |
| PFE Pfizer Inc. | 0.01% | 30,260 | $753K | Add +0.8% |
| PTEN Patterson-Uti Energy Inc. | 0.01% | 122,024 | $746K | No change |
| PGR Progressive Corp. | 0.01% | 3,270 | $745K | Reduce -1.7% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.01% | 37,361 | $741K | New |
| UMAC Unusual Machines Inc. | 0.01% | 57,701 | $735K | Add +11.2% |
| PM Philip Morris International | 0.01% | 4,548 | $730K | Reduce -30.7% |
| ACN Accenture PLC Class A | 0.01% | 2,716 | $729K | Reduce -25.8% |
| SGOL Abrdn Physical Gold Shares | 0.01% | 17,572 | $722K | No change |
| RKT Rocket Cos Inc. Class A | 0.01% | 37,247 | $721K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 6,319 | $719K | No change |
| DDOG Datadog Inc. Class A | 0.01% | 5,230 | $711K | Add +4.6% |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 5,081 | $708K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 659 | $705K | Add +66.4% |
| MICC The Magnum Ice Cream Co. NV | 0.01% | 44,181 | $700K | Reduce -0.4% |
| WHR Whirlpool Corp. | 0.01% | 9,478 | $684K | Reduce -4.5% |
| IXUS iShares Core Intl Stock ETF | 0.01% | 8,041 | $681K | No change |
| RY Royal Bank of Canada | 0.01% | 3,956 | $674K | No change |
| IGM iShares Expanded Tech Sector | 0.01% | 5,201 | $672K | Reduce -0.7% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 8,648 | $672K | Reduce -6.2% |
| MU Micron Technology Inc. | 0.01% | 2,348 | $670K | Add +1.0% |
| COIN Coinbase Global Inc. Class A | 0.01% | 2,954 | $668K | Add +0.0% |
| ADBE Adobe Inc. | 0.01% | 1,894 | $663K | Reduce -4.9% |
| FIDU Fidelity MSCI Indust Indx | 0.01% | 7,955 | $656K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 8,260 | $651K | No change |
| AAXJ iShares MSCI All Country Asi | 0.01% | 6,859 | $639K | No change |
| DHR Danaher Corp. | 0.01% | 2,782 | $638K | Reduce -40.3% |
| ARTY iShares Future AI & Tech ETF | 0.01% | 13,093 | $631K | No change |
| HUBB Hubbell Inc. | 0.01% | 1,415 | $628K | No change |
| INTC Intel Corp. | 0.01% | 16,488 | $608K | Add +19.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 2,337 | $605K | Add +1.0% |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 6,296 | $599K | Add +1.3% |
| PAA Plains All Amer Pipeline LP | 0.01% | 33,214 | $597K | Reduce -1.6% |
| IWN iShares Russell 2000 Value E | 0.01% | 3,284 | $595K | Reduce -0.7% |
| ANRO Alto Neuroscience Inc. | 0.01% | 33,389 | $594K | Reduce -50.0% |
| BTC Grayscale Bitcoin Mini ETF | 0.01% | 15,171 | $588K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 2,753 | $583K | Reduce -5.1% |
| FHTX Foghorn Therapeutics Inc. | 0.01% | 106,980 | $578K | No change |
| BIP Brookfield Infrastructure Pa | 0.01% | 16,511 | $574K | Add +1.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.01% | 11,903 | $571K | Reduce -8.6% |
| APD Air Products & Chemicals Inc. | 0.01% | 2,312 | $571K | Add +3.8% |
| USB US Bancorp | 0.01% | 10,315 | $555K | Reduce -5.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.01% | 20,928 | $554K | Reduce -68.6% |
| GD General Dynamics Corp. | 0.01% | 1,645 | $554K | Add +5.7% |
| MO Altria Group Inc. | 0.01% | 9,474 | $552K | Add +2.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 4,800 | $547K | Reduce -11.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 3,546 | $545K | Reduce -3.1% |
| RF Regions Financial Corp. | 0.01% | 19,896 | $544K | Add +1.4% |
| WMB Williams Cos Inc. | 0.01% | 9,035 | $543K | Add +17.5% |
| VRT Vertiv Holdings Co. Class A | 0.01% | 3,350 | $543K | Reduce -3.6% |
| ISRG Intuitive Surgical Inc. | 0.01% | 936 | $530K | Add +4.9% |
| UAA Under Armour Inc. Class A | 0.01% | 106,567 | $530K | No change |
| IOT Samsara Inc. Class A | 0.01% | 14,900 | $528K | No change |
| FTNT Fortinet Inc. | 0.01% | 6,617 | $525K | Reduce -0.3% |
| CTVA Corteva Inc. | 0.01% | 7,801 | $523K | Reduce -0.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.01% | 15,269 | $516K | Reduce -0.0% |
| VIS Vanguard Industrials ETF | 0.01% | 1,730 | $516K | Reduce -25.6% |
| C Citigroup Inc. | 0.01% | 4,398 | $513K | Add +0.9% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 1,651 | $509K | Reduce -30.2% |
| AIQ Global X Art Intel & Tech | 0.01% | 9,955 | $507K | Reduce -0.8% |
| BITB Bitwise Bitcoin ETF | 0.01% | 10,638 | $506K | Reduce -34.1% |
| INVH Invitation Homes Inc. | 0.01% | 17,908 | $498K | Add +3.4% |
| MMM 3M Co. | 0.01% | 3,080 | $493K | Add +5.9% |
| NOC Northrop Grumman Corp. | 0.01% | 857 | $489K | Reduce -1.4% |
| WSC Willscot Holdings Corp. | 0.01% | 25,429 | $479K | Add +1.6% |
| HUBS HubSpot Inc. | 0.01% | 1,191 | $478K | Reduce -0.3% |
| AMAT Applied Materials Inc. | 0.01% | 1,857 | $477K | Add +15.6% |
| ILCG iShares Morningstar Growth E | 0.01% | 4,575 | $476K | No change |
| IYW iShares Ustechnology ETF | 0.01% | 2,370 | $473K | No change |
| UBER Uber Technologies Inc. | 0.01% | 5,759 | $471K | Reduce -8.0% |
| SCHW Schwab (charles) Corp. | 0.00% | 4,552 | $455K | Reduce -2.2% |
| VGK Vanguard Ftse Europe ETF | 0.00% | 5,425 | $454K | Reduce -34.6% |
| SOC Sable Offshore Corp. | 0.00% | 50,000 | $451K | Reduce -16.7% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.00% | 15,955 | $451K | No change |
| VTEI Vanguard Int Tax-Exempt Bond | 0.00% | 4,390 | $443K | No change |
| PAGP Plains GP Holdings LP | 0.00% | 23,021 | $441K | Add +10.3% |
| IWO iShares Russell 2000 Growth | 0.00% | 1,362 | $440K | Reduce -26.9% |
| Z Zillow Group Inc. Class C | 0.00% | 6,411 | $437K | No change |
| VCR Vanguard Consumer Discre ETF | 0.00% | 1,101 | $434K | Reduce -29.1% |
| NVS Novartis AG-Sponsored ADR | 0.00% | 3,114 | $429K | Add +2.9% |
| PPG PPG Industries Inc. | 0.00% | 3,970 | $407K | Reduce -10.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 7,131 | $405K | No change |
| CCAP Crescent Capital BDC Inc. | 0.00% | 28,814 | $405K | No change |
| PLD Prologis Inc. | 0.00% | 3,150 | $402K | Add +9.1% |
| RKLB Rocket Lab Corp. | 0.00% | 5,690 | $397K | Reduce -42.8% |
| SO The Southern Co. | 0.00% | 4,547 | $396K | Reduce -16.9% |
| LNG Cheniere Energy Inc. | 0.00% | 2,039 | $396K | Add +6.7% |
| NKE Nike Inc. Class B | 0.00% | 6,148 | $393K | Reduce -16.2% |
| CBRE CBRE Group Inc. Class A | 0.00% | 2,429 | $391K | No change |
| DNTH Dianthus Therapeutics Inc. | 0.00% | 9,375 | $386K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 12,904 | $386K | New |
| PRF Invesco Rafi US 1000 ETF | 0.00% | 8,055 | $378K | Add +0.4% |
| ETN Eaton Corp. PLC | 0.00% | 1,149 | $366K | Add +65.8% |
| CEG Constellation Energy | 0.00% | 1,029 | $363K | Add +0.7% |
| REGN Regeneron Pharmaceuticals | 0.00% | 470 | $363K | Reduce -0.4% |
| VFMO Vanguard US Momentum Factor | 0.00% | 1,889 | $361K | Reduce -63.6% |
| WBD Warner Bros Discovery Inc. | 0.00% | 12,457 | $359K | Reduce -0.5% |
| RWL Invesco S&P 500 Revenue ETF | 0.00% | 3,111 | $356K | No change |
| VZ Verizon Communications Inc. | 0.00% | 8,744 | $356K | Add +10.4% |
| STX Seagate Technology Holdings | 0.00% | 1,292 | $356K | Add +8.3% |
| AMP Ameriprise Financial Inc. | 0.00% | 723 | $355K | Reduce -0.1% |
| EFAX State Street SPDR MSCI Eafe | 0.00% | 6,785 | $342K | Add +17.0% |
| KMI Kinder Morgan Inc. | 0.00% | 12,300 | $338K | Add +11.7% |
| TSCO Tractor Supply Company | 0.00% | 6,705 | $335K | Add +0.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 7,521 | $332K | Add +1.4% |
| SANA Sana Biotechnology Inc. | 0.00% | 81,250 | $331K | Reduce -0.1% |
| GL Globe Life Inc. | 0.00% | 2,353 | $329K | Reduce -0.4% |
| CARR Carrier Global Corp. | 0.00% | 6,100 | $322K | Reduce -6.7% |
| DKNG Draftkings Inc. Class A | 0.00% | 9,318 | $321K | No change |
| CDW CDW Corp. | 0.00% | 2,302 | $314K | Reduce -0.3% |
| HSY The Hershey Co. | 0.00% | 1,704 | $310K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 3,201 | $310K | Reduce -73.3% |
| RVMD Revolution Medicines Inc. | 0.00% | 3,867 | $308K | New |
| FMAT Fidelity MSCI Materials Indx | 0.00% | 5,788 | $307K | Reduce -37.3% |
| ICE Intercontinental Exchange Inc. | 0.00% | 1,851 | $300K | Add +30.4% |
| GPN Global Payments Inc. | 0.00% | 3,868 | $299K | Reduce -41.2% |
| INTU Intuit Inc. | 0.00% | 450 | $298K | New |
| Q Qnity Electronics Inc. | 0.00% | 3,627 | $296K | Add +6.7% |
| PWRD TCW Transform Systems ETF | 0.00% | 3,073 | $295K | No change |
| DE Deere & Co. | 0.00% | 634 | $295K | Add +5.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 1,458 | $294K | Add +0.1% |
| PBT Permian Basin Royalty Trust | 0.00% | 17,295 | $294K | No change |
| GEV GE Vernova Inc. | 0.00% | 437 | $286K | Reduce -33.2% |
| SBUX Starbucks Corp. | 0.00% | 3,387 | $285K | Reduce -22.1% |
| TXN Texas Instruments Inc. | 0.00% | 1,636 | $284K | Add +5.6% |
| DCRE DBL Comm Real Est Debt | 0.00% | 5,422 | $281K | Add +1.6% |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 8,977 | $280K | New |
| XNTK SS SPDR Nyse Tech ETF | 0.00% | 1,000 | $278K | No change |
| DMBS Doubleline Mortgage ETF | 0.00% | 5,481 | $272K | Add +1.6% |
| UBS UBS Group AG-Reg | 0.00% | 5,831 | $270K | No change |
| CPRT Copart Inc. | 0.00% | 6,897 | $270K | No change |
| BMNR Bitmine Immersion Technologi | 0.00% | 9,856 | $268K | Add +100.9% |
| EQT Eqt Corp. | 0.00% | 4,946 | $265K | Reduce -6.9% |
| ROL Rollins Inc. | 0.00% | 4,319 | $259K | Add +0.2% |
| RGTI Rigetti Computing Inc. | 0.00% | 11,670 | $258K | Add +1.8% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 4,724 | $255K | Reduce -22.9% |
| AIG American International Group | 0.00% | 2,938 | $251K | Reduce -1.2% |
| ISEP Innovator Intl Dev Eq Power | 0.00% | 7,654 | $249K | No change |
| AESI Atlas Energy Solutions Inc. | 0.00% | 26,164 | $246K | No change |
| DELL Dell Technologies -C | 0.00% | 1,938 | $244K | Reduce -65.6% |
| AM Antero Midstream Corp. | 0.00% | 13,528 | $241K | Reduce -1.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 822 | $236K | No change |
| EFX Equifax Inc. | 0.00% | 1,071 | $232K | Reduce -31.3% |
| JBL Jabil Inc. | 0.00% | 1,013 | $231K | Reduce -1.1% |
| MLM Martin Marietta Materials | 0.00% | 368 | $229K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 2,833 | $227K | New |
| DFUS Dimensional US Eq MKT ETF | 0.00% | 3,043 | $226K | No change |
| TRV The Travelers Cos Inc. | 0.00% | 764 | $222K | New |
| UFPI Ufp Industries Inc. | 0.00% | 2,395 | $218K | Add +1.8% |
| T AT&T Inc. | 0.00% | 8,745 | $217K | Add +19.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 9,260 | $216K | Add +1.3% |
| GPC Genuine Parts Co. | 0.00% | 1,730 | $214K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 1,437 | $211K | Reduce -18.3% |
| TPL Texas Pacific Land Corp. | 0.00% | 732 | $210K | Reduce -37.3% |
| SOFI Sofi Technologies Inc. | 0.00% | 8,008 | $210K | Reduce -33.7% |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 1,483 | $209K | Reduce -43.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.00% | 4,676 | $209K | Reduce -48.2% |
| MDLZ Mondelez International Inc. Class A | 0.00% | 3,878 | $209K | New |
| AGCO Agco Corp. | 0.00% | 2,000 | $209K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 1,883 | $207K | Reduce -1.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 2,203 | $207K | Reduce -43.6% |
| SAP Sap SE-Sponsored ADR | 0.00% | 851 | $207K | New |
| UCB United Community Banks | 0.00% | 6,503 | $205K | New |
| KBWB Invesco KBW Bank ETF | 0.00% | 2,403 | $203K | New |
| DOV Dover Corp. | 0.00% | 1,029 | $201K | New |
| BSX Boston Scientific Corp. | 0.00% | 2,106 | $201K | Reduce -4.8% |
| ABTC American Bitcoin Corp. | 0.00% | 112,475 | $191K | New |
| CXW Corecivic Inc. | 0.00% | 10,000 | $191K | No change |
| WT Wisdomtree Inc. | 0.00% | 13,028 | $159K | Add +0.2% |
| VIR Vir Biotechnology Inc. | 0.00% | 24,200 | $146K | No change |
| CGBD Carlyle Secured Lending Inc. | 0.00% | 11,314 | $146K | No change |
| SD Sandridge Energy Inc. | 0.00% | 10,000 | $144K | No change |
| OSCR Oscar Health Inc. Class A | 0.00% | 10,000 | $144K | No change |
| SMRT Smartrent Inc. | 0.00% | 45,261 | $91K | Reduce -5.8% |
| HTZ Hertz Global Hldgs Inc. | 0.00% | 17,651 | $91K | No change |
| OPAL Opal Fuels Inc. Class A | 0.00% | 33,123 | $78K | No change |
| EDIT Editas Medicine Inc. | 0.00% | 35,000 | $72K | No change |
| SKIN Skinhealth Systems Inc. filed as THE BEAUTY HEALTH COMPANY | 0.00% | 50,000 | $70K | No change |
| ASTC Astrotech Corp. | 0.00% | 11,761 | $41K | No change |
| ZONE Zone Frontier Inc. filed as CLEANCORE SOLUTIONS INC | 0.00% | 100,000 | $26K | New |
| ATOM Atomera Inc. | 0.00% | 10,000 | $22K | No change |