| DFSD Dimensional Short Duration | 16.52% | 681,517 | $32.7M | Add +11.1% |
| AVUS Avantis U.S. Equity ETF | 15.35% | 271,612 | $30.4M | Add +5.6% |
| DFAC Dimensional US Core Equity 2 | 11.01% | 550,052 | $21.8M | Add +5.6% |
| AVDE Avantis International Equity | 6.42% | 154,258 | $12.7M | Add +8.2% |
| DFIC Dimensional International Co. | 6.09% | 349,902 | $12.1M | Add +4.4% |
| DFGP Dimensional GLBL Core PL Fix | 3.92% | 143,343 | $7.8M | Add +4.0% |
| DFAU Dimensional US Core Equity M | 2.66% | 112,406 | $5.3M | Add +1.7% |
| DFCA Dimensional Calfornia MB ETF | 2.63% | 104,038 | $5.2M | Add +5.2% |
| AVEM Avantis Emerging Markets Eq | 2.21% | 56,716 | $4.4M | Add +6.5% |
| DFAI Dimensional International Co. | 1.92% | 99,502 | $3.8M | Reduce -0.9% |
| LRCX Lam Research Corp. | 1.91% | 22,098 | $3.8M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.61% | 4,657 | $3.2M | Add +0.8% |
| DFEM Dimensional Emrg MRKT Core | 1.61% | 96,044 | $3.2M | Add +4.0% |
| ITOT iShares Core S&P Total U.S. | 1.61% | 21,364 | $3.2M | No change |
| CGGR Cap Group Growth Equity | 1.53% | 68,241 | $3.0M | Add +1.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 1.50% | 73,779 | $3.0M | Add +16.7% |
| IWV iShares Russell 3000 ETF | 1.25% | 6,380 | $2.5M | No change |
| GOOG Alphabet Inc. Class C | 0.98% | 6,172 | $1.9M | Add +3.8% |
| SCHB Schwab US Broad Market ETF | 0.76% | 57,276 | $1.5M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.70% | 4,401 | $1.4M | Add +1.3% |
| MSFT Microsoft Corp. | 0.68% | 2,799 | $1.4M | Add +2.5% |
| DFNM Dimensional National Muni BD | 0.68% | 27,974 | $1.3M | Add +5.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.67% | 25,010 | $1.3M | Add +9.7% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.60% | 40,283 | $1.2M | Add +28.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.51% | 29,217 | $1.0M | Add +21.6% |
| AAPL Apple Inc. | 0.46% | 3,371 | $917K | Add +2.3% |
| ORCL Oracle Corp. | 0.43% | 4,370 | $852K | Add +0.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.39% | 39,841 | $780K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.39% | 17,885 | $777K | Add +21.8% |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,078 | $676K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.33% | 2,867 | $662K | Add +18.1% |
| AVSU Avantis Resp US Equity ETF | 0.32% | 8,420 | $642K | Add +27.7% |
| NVDA Nvidia Corp. | 0.28% | 2,953 | $551K | Add +11.9% |
| APD Air Products & Chemicals Inc. | 0.27% | 2,168 | $536K | No change |
| XOM Exxon Mobil Corp. | 0.27% | 4,397 | $529K | Add +1.1% |
| DFAE Dimensional Emerging Core Eq | 0.27% | 16,237 | $529K | Reduce -6.0% |
| SCHF Schwab Intl Equity ETF | 0.26% | 21,468 | $516K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.25% | 6,606 | $490K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 988 | $482K | Reduce -1.2% |
| AVSD Avantis Reps Intern Equi ETF | 0.24% | 6,480 | $481K | Add +35.8% |
| AVMV Avantis US Mid Cap Val ETF | 0.24% | 6,644 | $473K | Reduce -8.0% |
| CAT Caterpillar Inc. | 0.24% | 822 | $471K | Reduce -9.6% |
| DFAX Dimensional World Ex US Core | 0.23% | 14,172 | $464K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 660 | $450K | No change |
| TSLA Tesla Inc. | 0.22% | 975 | $438K | Add +69.6% |
| SCHO Schwab Short-Term US Treas | 0.21% | 17,182 | $419K | Add +3.9% |
| AVUV Avantis US Small Cap Value | 0.21% | 4,015 | $409K | Reduce -7.7% |
| FLOT iShares Floating Rate Bond E | 0.20% | 7,966 | $405K | New |
| CSCO Cisco Systems Inc. | 0.19% | 4,945 | $381K | Add +0.8% |
| SCHA Schwab US Small-Cap ETF | 0.18% | 12,852 | $366K | No change |
| META Meta Platforms Inc. Class A | 0.18% | 534 | $353K | Add +14.8% |
| LMT Lockheed Martin Corp. | 0.17% | 711 | $344K | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 537 | $330K | Reduce -16.4% |
| SUSB iShares ESG Aware 1-5 Year U | 0.16% | 12,830 | $324K | Add +3.6% |
| AVGO Broadcom Inc. | 0.15% | 859 | $297K | Add +15.9% |
| DXUV Dimensional US Vtor Eqty ETF | 0.14% | 4,664 | $279K | Add +427.0% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 4,352 | $272K | Reduce -31.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 713 | $239K | Reduce -68.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,189 | $227K | No change |
| IUSV iShares Core S&P U.S. Value | 0.11% | 2,210 | $227K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,488 | $223K | No change |
| KO The Coca-Cola Co. | 0.11% | 3,147 | $220K | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.11% | 462 | $219K | Add +65.0% |
| JPM JPMorgan Chase & Co. | 0.10% | 643 | $207K | Add +4.9% |
| IXN iShares Global Tech ETF | 0.10% | 1,950 | $205K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.10% | 4,765 | $204K | Add +0.9% |
| VONG Vanguard Russell 1000 Growth | 0.10% | 1,600 | $195K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 1,658 | $192K | Add +1.8% |
| QCOM Qualcomm Inc. | 0.09% | 1,022 | $175K | Add +1.2% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.09% | 3,344 | $173K | Add +21.8% |
| GS Goldman Sachs Group Inc. | 0.09% | 195 | $171K | Add +2.6% |
| MRK Merck & Co. Inc. | 0.08% | 1,554 | $164K | Add +2.3% |
| HD Home Depot Inc. | 0.08% | 471 | $162K | Add +2.2% |
| VZ Verizon Communications Inc. | 0.08% | 3,964 | $161K | Add +2.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 1,676 | $158K | Add +22.3% |
| GOVT iShares US Treasury Bond ETF | 0.08% | 6,784 | $156K | Add +8.3% |
| VT Vanguard Tot World STK ETF | 0.08% | 1,088 | $153K | Reduce -20.0% |
| XLF SS Financial Select Sector | 0.08% | 2,798 | $153K | Add +20.8% |
| LRGF iShares US Equity Factor ETF | 0.07% | 2,114 | $147K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.07% | 2,136 | $139K | Add +42.3% |
| ABBV Abbvie Inc. | 0.07% | 601 | $137K | Reduce -9.5% |
| SOXX iShares Semiconductor ETF | 0.07% | 450 | $136K | No change |
| XLC SS Comm Select Sector SPDR | 0.07% | 1,095 | $129K | Reduce -1.9% |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 621 | $123K | Add +31.6% |
| SMH Vaneck Semiconductor ETF | 0.06% | 342 | $123K | Add +128.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.06% | 2,287 | $117K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.06% | 1,275 | $114K | No change |
| DFVX Dim US Large Cap Vector ETF | 0.06% | 1,500 | $112K | No change |
| DFSV Dimensional US Small Cap Val | 0.06% | 3,384 | $111K | Add +9.4% |
| IEMG iShares Core MSCI Emerging | 0.05% | 1,596 | $107K | Add +8.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 1,936 | $106K | Add +3.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 390 | $98K | Reduce -2.7% |
| YINN Direxion DLY Ftse CH BL3X-Ui | 0.05% | 2,290 | $98K | No change |
| VCYT Veracyte Inc. | 0.05% | 2,204 | $93K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 1,116 | $92K | No change |
| IVW iShares S&P 500 Growth ETF | 0.05% | 727 | $90K | Reduce -17.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.05% | 217 | $90K | Add +50.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 1,614 | $87K | No change |
| IAU iShares Gold Trust | 0.04% | 1,061 | $86K | Add +3.2% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 1,591 | $86K | Reduce -8.6% |
| WFC Wells Fargo & Co. | 0.04% | 878 | $82K | Add +3.2% |
| IWD iShares Russell 1000 Value E | 0.04% | 382 | $80K | New |
| WMT Walmart Inc. | 0.04% | 703 | $78K | Add +8.5% |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 993 | $78K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 810 | $78K | New |
| COP Conocophillips | 0.04% | 806 | $75K | Add +2.0% |
| UNP Union Pacific Corp. | 0.04% | 314 | $73K | Add +1.0% |
| VGT Vanguard Info Tech ETF | 0.04% | 96 | $72K | Add +220.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.04% | 2,207 | $72K | No change |
| SCHW Schwab (charles) Corp. | 0.04% | 722 | $72K | Add +2.1% |
| FNCL Fidelity MSCI Financial Indx | 0.03% | 889 | $69K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 600 | $68K | Add +2.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.03% | 658 | $67K | Add +11.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 609 | $67K | Add +65.5% |
| PRF Invesco Rafi US 1000 ETF | 0.03% | 1,422 | $67K | No change |
| SCHV Schwab US Large-Cap Value | 0.03% | 2,227 | $66K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 740 | $59K | Add +3.2% |
| MA Mastercard Inc. Class A | 0.03% | 103 | $59K | Add +14.4% |
| JNJ Johnson & Johnson | 0.03% | 280 | $58K | Add +10.2% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.03% | 1,386 | $57K | Add +1.2% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 185 | $57K | Add +5.1% |
| CGSD Cap Group Short Duration | 0.03% | 2,127 | $55K | Reduce -6.0% |
| MPC Marathon Petroleum Corp. | 0.03% | 340 | $55K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.03% | 2,802 | $55K | Add +154.3% |
| HPQ HP Inc. | 0.03% | 2,460 | $55K | Add +1.6% |
| DFAS Dimensional US Small Cap ETF | 0.03% | 778 | $54K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.03% | 1,193 | $54K | No change |
| AMD Advanced Micro Devices | 0.03% | 240 | $51K | Add +9.6% |
| BGRN iShares Usd Green Bond ETF | 0.03% | 1,066 | $51K | Add +0.1% |
| AXON Axon Enterprise Inc. | 0.03% | 89 | $51K | Reduce -61.8% |
| XLV SS Health Care Select Sector | 0.03% | 321 | $50K | No change |
| CVX Chevron Corp. | 0.03% | 326 | $50K | Add +8.0% |
| CAH Cardinal Health Inc. | 0.02% | 234 | $48K | Add +0.9% |
| FHLC Fidelity MSCI Health Care | 0.02% | 642 | $48K | No change |
| VFH Vanguard Financials ETF | 0.02% | 353 | $47K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 159 | $47K | Add +6.0% |
| PEP Pepsico Inc. | 0.02% | 328 | $47K | Add +4.1% |
| BP BP PLC-Spons ADR | 0.02% | 1,355 | $47K | No change |
| COST Costco Wholesale Corp. | 0.02% | 54 | $47K | Add +12.5% |
| FIDU Fidelity MSCI Indust Indx | 0.02% | 554 | $46K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.02% | 201 | $45K | Reduce -70.9% |
| MCHI iShares MSCI China ETF | 0.02% | 749 | $45K | Reduce -2.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.02% | 1,407 | $44K | No change |
| MCK McKesson Corp. | 0.02% | 54 | $44K | No change |
| CVNA Carvana Co. | 0.02% | 100 | $42K | No change |
| NFLX Netflix Inc. | 0.02% | 440 | $41K | Add +4.8% |
| VIS Vanguard Industrials ETF | 0.02% | 138 | $41K | No change |
| T AT&T Inc. | 0.02% | 1,657 | $41K | Add +5.0% |
| SBR Sabine Royalty Trust | 0.02% | 600 | $41K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 141 | $41K | No change |
| FCOM Fidelity MSCI Comm Serv Indx | 0.02% | 557 | $41K | Reduce -10.7% |
| ABT Abbott Laboratories | 0.02% | 315 | $39K | Add +7.5% |
| ASTS Ast Spacemobile Inc. | 0.02% | 530 | $38K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 374 | $38K | Add +2.2% |
| EFV iShares MSCI Eafe Value ETF | 0.02% | 529 | $38K | Add +29.3% |
| MAR Marriott International Class A | 0.02% | 117 | $36K | No change |
| DAL Delta Air Lines Inc. | 0.02% | 520 | $36K | Add +1.8% |
| SOFI Sofi Technologies Inc. | 0.02% | 1,360 | $36K | Add +1.4% |
| MCD McDonald's Corp. | 0.02% | 116 | $35K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.02% | 246 | $35K | No change |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 665 | $34K | Add +1.1% |
| FOXA Fox Corp. Class A | 0.02% | 456 | $33K | No change |
| VTEC Vanguard Ca Tax-Ex Bond | 0.02% | 332 | $33K | No change |
| SIZE iShares MSCI USA Size Factor | 0.02% | 206 | $33K | Add +415.0% |
| PSX Phillips 66 | 0.02% | 250 | $32K | No change |
| BITO Proshares Bitcoin ETF-Usd | 0.02% | 2,536 | $31K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 119 | $31K | No change |
| PBT Permian Basin Royalty Trust | 0.02% | 1,800 | $31K | No change |
| DFAT Dimensional US Target Value | 0.02% | 508 | $30K | No change |
| GLD SPDR Gold Shares | 0.01% | 75 | $30K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 581 | $30K | Add +16.9% |
| XLE SS Energy Select Sector | 0.01% | 658 | $29K | No change |
| AMGN Amgen Inc. | 0.01% | 89 | $29K | Add +8.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 114 | $29K | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.01% | 427 | $29K | Add +88.1% |
| PG The Procter & Gamble Co. | 0.01% | 198 | $28K | Add +15.1% |
| EMBX Vaneck Em Bond ETF | 0.01% | 560 | $28K | New |
| IJR iShares Core S&P Small-Cap E | 0.01% | 228 | $27K | No change |
| CRM Salesforce Inc. | 0.01% | 102 | $27K | Add +4.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 189 | $27K | Add +18800.0% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 340 | $26K | Add +325.0% |
| ANET Arista Networks Inc. | 0.01% | 200 | $26K | Reduce -18.0% |
| UNH Unitedhealth Group Inc. | 0.01% | 79 | $26K | Add +25.4% |
| OEF iShares S&P 100 ETF | 0.01% | 76 | $26K | Add +22.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 123 | $26K | Add +14.9% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 66 | $26K | New |
| IGRO iShares Intl Div Growth ETF | 0.01% | 314 | $26K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 930 | $26K | Reduce -34.6% |
| FNF Fidelity National Financial | 0.01% | 464 | $25K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 192 | $25K | Reduce -30.9% |
| INTC Intel Corp. | 0.01% | 684 | $25K | Add +1.9% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 507 | $25K | Reduce -9.3% |
| GEV GE Vernova Inc. | 0.01% | 38 | $25K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 147 | $25K | Reduce -39.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 55 | $24K | No change |
| RGTI Rigetti Computing Inc. | 0.01% | 1,100 | $24K | Add +10.0% |
| TQQQ Proshares Ultrapro QQQ | 0.01% | 440 | $23K | No change |
| INTF iShares International Equity | 0.01% | 610 | $23K | No change |
| GILD Gilead Sciences Inc. | 0.01% | 187 | $23K | Add +8.1% |
| DFAR Dimensional US Real Est ETF | 0.01% | 997 | $23K | Reduce -12.8% |
| LOW Lowe's Cos Inc. | 0.01% | 94 | $23K | Add +8.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.01% | 160 | $23K | New |
| NKE Nike Inc. Class B | 0.01% | 352 | $22K | Add +1.4% |
| VRT Vertiv Holdings Co. Class A | 0.01% | 138 | $22K | Add +38.0% |
| XMMO Invesco S&P Midcap Momentum | 0.01% | 161 | $22K | No change |
| DFLV Dim US Large Cap Value ETF | 0.01% | 651 | $22K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 38 | $22K | Add +5.6% |
| FALN iShares Fallen Angels ETF | 0.01% | 788 | $22K | Add +79.9% |
| GD General Dynamics Corp. | 0.01% | 63 | $21K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 246 | $20K | New |
| DUK Duke Energy Corp. | 0.01% | 169 | $20K | No change |
| CNQ Canadian Natural Resources | 0.01% | 572 | $19K | No change |
| BLK BlackRock Inc. | 0.01% | 18 | $19K | Add +5.9% |
| IJH iShares Core S&P Midcap ETF | 0.01% | 284 | $19K | No change |
| SYK Stryker Corp. | 0.01% | 53 | $19K | Add +3.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 365 | $19K | No change |
| APCB Activepassive Core Bond ETF | 0.01% | 622 | $18K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 231 | $18K | New |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 123 | $18K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 101 | $18K | Reduce -64.3% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 81 | $18K | No change |
| IHAK iShares Cybersecurity & Tech | 0.01% | 368 | $18K | Reduce -5.4% |
| TXN Texas Instruments Inc. | 0.01% | 100 | $17K | Add +5.3% |
| WBD Warner Bros Discovery Inc. | 0.01% | 592 | $17K | Add +1.5% |
| DFUV Dimensional US Marketwide Va | 0.01% | 366 | $17K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 122 | $17K | Add +3.4% |
| COIN Coinbase Global Inc. Class A | 0.01% | 73 | $17K | No change |
| LUNR Intuitive Machines Inc. | 0.01% | 1,000 | $16K | No change |
| DUHP Dimensional US High Profi Et | 0.01% | 425 | $16K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 50 | $16K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 236 | $16K | No change |
| LLY Eli Lilly & Co. | 0.01% | 15 | $16K | Add +25.0% |
| XLY SS Consumer Disc Select Sect | 0.01% | 134 | $16K | Reduce -48.1% |
| RTX RTX Corp. | 0.01% | 87 | $16K | Add +16.0% |
| EMLC Vaneck JPM Em Local Curr BND | 0.01% | 616 | $16K | No change |
| FDIS Fidelity MSCI Cons Discr Ind | 0.01% | 155 | $16K | Reduce -69.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 332 | $16K | Add +1283.3% |
| SONY Sony Group Corp. - SP ADR | 0.01% | 600 | $15K | No change |
| EXPE Expedia Group Inc. | 0.01% | 54 | $15K | No change |
| DFIV Dimensional International Va | 0.01% | 303 | $15K | No change |
| EOG EOG Resources Inc. | 0.01% | 144 | $15K | Add +2.1% |
| DELL Dell Technologies -C | 0.01% | 120 | $15K | No change |
| TLT iShares 20+ Year Treasury BD | 0.01% | 171 | $15K | No change |
| CSX CSX Corp. | 0.01% | 411 | $15K | No change |
| GII State Street SPDR S&P Global | 0.01% | 212 | $15K | No change |
| XLI SS Industrial Select Sector | 0.01% | 95 | $15K | No change |
| DRI Darden Restaurants Inc. | 0.01% | 80 | $15K | No change |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.01% | 422 | $15K | No change |
| XPO Xpo Inc. | 0.01% | 107 | $15K | Add +11.5% |
| PLD Prologis Inc. | 0.01% | 109 | $14K | Add +2.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 504 | $14K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 45 | $14K | Add +50.0% |
| ABNB Airbnb Inc. Class A | 0.01% | 100 | $14K | Add +31.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 75 | $13K | New |
| RIOT Riot Platforms Inc. | 0.01% | 1,000 | $13K | New |
| INTU Intuit Inc. | 0.01% | 19 | $13K | Add +72.7% |
| NOC Northrop Grumman Corp. | 0.01% | 22 | $13K | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.01% | 206 | $13K | New |
| SU Suncor Energy Inc. | 0.01% | 280 | $12K | No change |
| APH Amphenol Corp. Class A | 0.01% | 91 | $12K | Add +11.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 26 | $12K | Add +73.3% |
| PWRD TCW Transform Systems ETF | 0.01% | 126 | $12K | No change |
| DHI D.R. Horton Inc. | 0.01% | 84 | $12K | Add +2.4% |
| SBUX Starbucks Corp. | 0.01% | 142 | $12K | Add +17.4% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.01% | 180 | $12K | No change |
| CNYA iShares MSCI China A ETF | 0.01% | 342 | $12K | Reduce -6.6% |
| C Citigroup Inc. | 0.01% | 101 | $12K | Add +20.2% |
| BITF Bitfarms Ltd./Canada | 0.01% | 5,000 | $12K | New |
| V Visa Inc. Class A | 0.01% | 33 | $12K | Add +22.2% |
| CMCSA Comcast Corp. Class A | 0.01% | 387 | $12K | Add +13.5% |
| AMAT Applied Materials Inc. | 0.01% | 44 | $11K | Add +12.8% |
| DMLP Dorchester Minerals LP | 0.01% | 500 | $11K | No change |
| ITA iShares U.S. Aerospace & Def | 0.01% | 52 | $11K | Add +26.8% |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 79 | $11K | Add +2.6% |
| DX Dynex Capital Inc. | 0.01% | 790 | $11K | No change |
| QRVO Qorvo Inc. | 0.01% | 130 | $11K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 24 | $11K | Add +300.0% |
| EFA iShares MSCI Eafe ETF | 0.01% | 110 | $11K | Add +13.4% |
| CI The Cigna Group | 0.01% | 38 | $10K | Add +8.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 37 | $10K | New |
| QUBT Quantum Computing Inc. | 0.01% | 1,000 | $10K | New |
| SHEL Shell PLC-ADR | 0.01% | 139 | $10K | No change |
| CLSK Cleanspark Inc. | 0.01% | 1,000 | $10K | New |
| ITW Illinois Tool Works | 0.01% | 41 | $10K | Add +5.1% |
| GEN Gen Digital Inc. | 0.01% | 370 | $10K | No change |
| DFIS Dimensional International SM | 0.01% | 304 | $10K | No change |
| ISCF iShares International Small | 0.01% | 241 | $10K | Reduce -8.7% |
| WCN Waste Connections Inc. | 0.01% | 57 | $10K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 40 | $10K | No change |
| GXO Gxo Logistics Inc. | 0.00% | 185 | $10K | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.00% | 63 | $10K | No change |
| VLUE iShares MSCI USA Value Facto | 0.00% | 70 | $10K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.00% | 99 | $9K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.00% | 71 | $9K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 32 | $9K | Add +100.0% |
| IGPT Invesco AI and Next Gen Soft | 0.00% | 154 | $9K | No change |
| UTG Reaves Utility Income Fund | 0.00% | 250 | $9K | No change |
| HDV iShares Core High Dividend E | 0.00% | 75 | $9K | Reduce -93.8% |
| MARA Mara Holdings Inc. | 0.00% | 1,000 | $9K | New |
| SPH Suburban Propane Partners LP | 0.00% | 482 | $9K | No change |
| MS Morgan Stanley | 0.00% | 50 | $9K | Add +47.1% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.00% | 179 | $9K | Reduce -61.9% |
| VYM Vanguard High DVD Yield ETF | 0.00% | 60 | $9K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 150 | $9K | No change |
| KLAC KLA Corp. | 0.00% | 7 | $9K | No change |
| NWSA News Corp. Class A | 0.00% | 325 | $8K | No change |
| CVE Cenovus Energy Inc. | 0.00% | 500 | $8K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 195 | $8K | No change |
| PNC PNC Financial Services Group | 0.00% | 40 | $8K | No change |
| APUE Activepassive US Equity ETF | 0.00% | 200 | $8K | New |
| GM General Motors Co. | 0.00% | 102 | $8K | Add +5.2% |
| PNW Pinnacle West Capital | 0.00% | 93 | $8K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 53 | $8K | New |
| ADI Analog Devices Inc. | 0.00% | 30 | $8K | Add +15.4% |
| AIG American International Group | 0.00% | 95 | $8K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 12 | $8K | New |
| LUMN Lumen Technologies Inc. | 0.00% | 1,043 | $8K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 95 | $8K | No change |
| UBER Uber Technologies Inc. | 0.00% | 92 | $8K | Add +91.7% |
| CDNS Cadence Design SYS Inc. | 0.00% | 24 | $8K | Add +14.3% |
| ERX Direxion Daily Enrgy BL2X-Ui | 0.00% | 132 | $7K | No change |
| LITE Lumentum Holdings Inc. | 0.00% | 20 | $7K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 80 | $7K | Add +77.8% |
| LYV Live Nation Entertainment Inc. | 0.00% | 49 | $7K | Add +63.3% |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 188 | $7K | New |
| KEYS Keysight Technologies Inc. | 0.00% | 34 | $7K | Add +13.3% |
| CTVA Corteva Inc. | 0.00% | 103 | $7K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 35 | $7K | No change |
| PM Philip Morris International | 0.00% | 43 | $7K | Add +95.5% |
| UNFI United Natural Foods Inc. | 0.00% | 200 | $7K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 70 | $7K | Add +366.7% |
| IWN iShares Russell 2000 Value E | 0.00% | 37 | $7K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 225 | $7K | No change |
| ADBE Adobe Inc. | 0.00% | 19 | $7K | Add +11.8% |
| PFE Pfizer Inc. | 0.00% | 265 | $7K | Add +41.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 502 | $7K | Reduce -76.8% |
| PXF Invesco Rafi Developed Marke | 0.00% | 100 | $7K | No change |
| ADSK Autodesk Inc. | 0.00% | 22 | $7K | New |
| EMGF iShares Emerging Markets Equ | 0.00% | 112 | $6K | No change |
| XLK SS Technology Select Sector | 0.00% | 44 | $6K | No change |
| MUB iShares National Muni Bond E | 0.00% | 59 | $6K | New |
| UPS United Parcel Service Class B | 0.00% | 63 | $6K | Add +40.0% |
| WPC WP Carey Inc. | 0.00% | 97 | $6K | Add +6.6% |
| NVS Novartis AG-Sponsored ADR | 0.00% | 45 | $6K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 102 | $6K | No change |
| VERI Veritone Inc. | 0.00% | 1,319 | $6K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 20 | $6K | Reduce -82.0% |
| STWD Starwood Property Trust Inc. | 0.00% | 334 | $6K | Add +18.0% |
| AMT American Tower Corp. | 0.00% | 34 | $6K | Reduce -8.1% |
| SNOW Snowflake Inc. | 0.00% | 27 | $6K | New |
| PLUG Plug Power Inc. | 0.00% | 3,000 | $6K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 13 | $6K | Add +44.4% |
| SCHX Schwab US Large-Cap ETF | 0.00% | 219 | $6K | No change |
| DASH DoorDash Inc. Class A | 0.00% | 25 | $6K | Add +13.6% |
| MO Altria Group Inc. | 0.00% | 97 | $6K | Add +110.9% |
| VICR Vicor Corp. | 0.00% | 50 | $5K | No change |
| ET Energy Transfer LP | 0.00% | 330 | $5K | Reduce -0.3% |
| VFC VF Corp. | 0.00% | 300 | $5K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 1 | $5K | No change |
| D Dominion Energy Inc. | 0.00% | 91 | $5K | No change |
| PGR Progressive Corp. | 0.00% | 23 | $5K | Add +53.3% |
| HTGC Hercules Capital Inc. | 0.00% | 275 | $5K | No change |
| MNST Monster Beverage Corp. | 0.00% | 67 | $5K | Add +179.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 45 | $5K | New |
| GLDM SPDR Gold Minishares Trust | 0.00% | 60 | $5K | No change |
| ISRG Intuitive Surgical Inc. | 0.00% | 9 | $5K | Add +28.6% |
| IVE iShares S&P 500 Value ETF | 0.00% | 24 | $5K | Reduce -94.4% |
| TLH iShares 10-20 Year Treasury | 0.00% | 50 | $5K | New |
| ALK Alaska Air Group Inc. | 0.00% | 100 | $5K | No change |
| LHX L3HARRIS Technologies Inc. | 0.00% | 17 | $5K | New |
| RITM Rithm Capital Corp. | 0.00% | 450 | $5K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.00% | 20 | $5K | No change |
| THRO iShares U.S. Thematic Rotati | 0.00% | 124 | $5K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 23 | $5K | Add +130.0% |
| KDP Keurig Dr Pepper Inc. | 0.00% | 168 | $5K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 286 | $5K | Add +0.3% |
| HCA HCA Healthcare Inc. | 0.00% | 10 | $5K | Add +66.7% |
| SHOP Shopify Inc. Class A | 0.00% | 29 | $5K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 96 | $5K | Add +220.0% |
| MSI Motorola Solutions Inc. | 0.00% | 12 | $5K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 76 | $5K | Reduce -70.7% |
| HAS Hasbro Inc. | 0.00% | 54 | $4K | No change |
| LVS Las Vegas Sands Corp. | 0.00% | 67 | $4K | No change |
| WDC Western Digital Corp. | 0.00% | 25 | $4K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.00% | 60 | $4K | No change |
| SMLF iShares US Smallcap Equity F | 0.00% | 57 | $4K | No change |
| YUM Yum! Brands Inc. | 0.00% | 28 | $4K | No change |
| FTNT Fortinet Inc. | 0.00% | 53 | $4K | No change |
| Q Qnity Electronics Inc. | 0.00% | 51 | $4K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 103 | $4K | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 0.00% | 7 | $4K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 36 | $4K | Reduce -76.0% |
| APP AppLovin Corp. Class A | 0.00% | 6 | $4K | New |
| GEHC GE Healthcare Technology | 0.00% | 49 | $4K | No change |
| ROP Roper Technologies Inc. | 0.00% | 9 | $4K | No change |
| TKO Tko Group Holdings Inc. | 0.00% | 19 | $4K | New |
| PCAR Paccar Inc. | 0.00% | 36 | $4K | Add +100.0% |
| AMP Ameriprise Financial Inc. | 0.00% | 8 | $4K | No change |
| TER Teradyne Inc. | 0.00% | 20 | $4K | No change |
| EIX Edison International | 0.00% | 64 | $4K | No change |
| NOW ServiceNow Inc. | 0.00% | 25 | $4K | New |
| PFS Provident Financial Services | 0.00% | 191 | $4K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 152 | $4K | Reduce -71.0% |
| MTCH Match Group Inc. | 0.00% | 116 | $4K | No change |
| HAL Halliburton Co. | 0.00% | 130 | $4K | No change |
| SAN Banco Santander SA-Spon ADR | 0.00% | 300 | $4K | New |
| TRV The Travelers Cos Inc. | 0.00% | 12 | $3K | Add +20.0% |
| HIMU iShares High Yild Muni A ETF | 0.00% | 71 | $3K | New |
| CMF iShares California Muni Bond | 0.00% | 60 | $3K | No change |
| GPC Genuine Parts Co. | 0.00% | 28 | $3K | Add +7.7% |
| MSCI MSCI Inc. | 0.00% | 6 | $3K | New |
| ARES Ares Management Corp. Class A | 0.00% | 21 | $3K | New |
| AZO AutoZone Inc. | 0.00% | 1 | $3K | No change |
| VST Vistra Corp. | 0.00% | 21 | $3K | New |
| CG The Carlyle Group Inc. | 0.00% | 57 | $3K | New |
| RF Regions Financial Corp. | 0.00% | 124 | $3K | Add +21.6% |
| APIE Activepassive Intl Eqty ETF | 0.00% | 93 | $3K | New |
| UL Unilever PLC-Sponsored ADR | 0.00% | 50 | $3K | New |
| A Agilent Technologies Inc. | 0.00% | 24 | $3K | New |
| DDOG Datadog Inc. Class A | 0.00% | 24 | $3K | New |
| TMUS T-Mobile US Inc. | 0.00% | 16 | $3K | No change |
| SLDP Solid Power Inc. | 0.00% | 750 | $3K | No change |
| LW Lamb Weston Holdings Inc. | 0.00% | 76 | $3K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 8 | $3K | New |
| PODD Insulet Corp. | 0.00% | 11 | $3K | New |
| WU Western Union Co. | 0.00% | 332 | $3K | Add +30.7% |
| RBLX Roblox Corp. Class A | 0.00% | 38 | $3K | Add +171.4% |
| MCO Moody's Corp. | 0.00% | 6 | $3K | No change |
| GWW WW Grainger Inc. | 0.00% | 3 | $3K | New |
| IYW iShares Ustechnology ETF | 0.00% | 15 | $3K | New |
| FMAT Fidelity MSCI Materials Indx | 0.00% | 56 | $3K | Reduce -71.0% |
| FETH Fidelity Ethereum Fund | 0.00% | 100 | $3K | New |
| QETH Invesco Galaxy Eth ETF | 0.00% | 100 | $3K | New |
| FUTY Fidelity MSCI US Utilities | 0.00% | 53 | $3K | Reduce -70.9% |
| MU Micron Technology Inc. | 0.00% | 10 | $3K | New |
| MET Metlife Inc. | 0.00% | 36 | $3K | Add +12.5% |
| CTAS Cintas Corp. | 0.00% | 15 | $3K | New |
| HUBS HubSpot Inc. | 0.00% | 7 | $3K | New |
| RUN Sunrun Inc. | 0.00% | 152 | $3K | No change |
| RELX Relx PLC - Spon ADR | 0.00% | 69 | $3K | New |
| ICE Intercontinental Exchange Inc. | 0.00% | 17 | $3K | No change |
| QTUM Defiance Quantum ETF | 0.00% | 25 | $3K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 61 | $3K | Add +1.7% |
| ING ING Groep N.V.-Sponsored ADR | 0.00% | 96 | $3K | New |
| NEE Nextera Energy Inc. | 0.00% | 33 | $3K | Add +200.0% |
| WM Waste Management Inc. | 0.00% | 12 | $3K | Add +33.3% |
| NLY Annaly Capital Management Inc. | 0.00% | 117 | $3K | New |
| FDX FedEx Corp. | 0.00% | 9 | $3K | Add +50.0% |
| PPLI People Inc. filed as IAC INC | 0.00% | 66 | $3K | Add +22.2% |
| MMM 3M Co. | 0.00% | 16 | $3K | Add +60.0% |
| CMI Cummins Inc. | 0.00% | 5 | $3K | Add +150.0% |
| CARR Carrier Global Corp. | 0.00% | 48 | $3K | Add +14.3% |
| SCHH Schwab US REIT ETF | 0.00% | 121 | $3K | No change |
| DG Dollar General Corp. | 0.00% | 19 | $3K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 12 | $2K | No change |
| TRU Transunion | 0.00% | 29 | $2K | New |
| HODL Vaneck Bitcoin ETF | 0.00% | 100 | $2K | New |
| APLE Apple Hospitality REIT Inc. | 0.00% | 203 | $2K | Add +20.8% |
| DOW Dow Inc. | 0.00% | 103 | $2K | No change |
| TSCO Tractor Supply Company | 0.00% | 48 | $2K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 26 | $2K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 34 | $2K | No change |
| BITB Bitwise Bitcoin ETF | 0.00% | 50 | $2K | No change |
| RXO Rxo Inc. | 0.00% | 185 | $2K | No change |
| DE Deere & Co. | 0.00% | 5 | $2K | Reduce -28.6% |
| ADP Automatic Data Processing | 0.00% | 9 | $2K | No change |
| CLNE Clean Energy Fuels Corp. | 0.00% | 1,100 | $2K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 34 | $2K | No change |
| BMY Bristol-Myers Squibb Co. | 0.00% | 42 | $2K | Add +82.6% |
| CBOE Cboe Global Markets Inc. | 0.00% | 9 | $2K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 86 | $2K | New |
| WELL Welltower Inc. | 0.00% | 12 | $2K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 25 | $2K | No change |
| GIL Gildan Activewear Inc. | 0.00% | 34 | $2K | New |
| LCID Lucid Group Inc. | 0.00% | 200 | $2K | New |
| IHG Intercontinental Hotels-ADR | 0.00% | 15 | $2K | New |
| SWKS Skyworks Solutions Inc. | 0.00% | 33 | $2K | No change |
| QS Quantumscape Corp. | 0.00% | 200 | $2K | No change |
| FWONK Liberty Media Corp. Class C | 0.00% | 21 | $2K | New |
| CL Colgate-Palmolive Co. | 0.00% | 26 | $2K | Add +36.8% |
| BKR Baker Hughes Co. | 0.00% | 44 | $2K | Add +18.9% |
| NI Nisource Inc. | 0.00% | 46 | $2K | No change |
| CME Cme Group Inc. | 0.00% | 7 | $2K | New |
| SSK Rex Osprey Sol Staking ETF | 0.00% | 100 | $2K | New |
| DOCS Doximity Inc. Class A | 0.00% | 43 | $2K | New |
| ECL Ecolab Inc. | 0.00% | 7 | $2K | No change |
| ED Consolidated Edison Inc. | 0.00% | 19 | $2K | New |
| CHTR Charter Communications Inc. Class A | 0.00% | 9 | $2K | No change |
| MLM Martin Marietta Materials | 0.00% | 3 | $2K | New |
| AVXC Avantis Emg MKT Ex China ETF | 0.00% | 29 | $2K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 21 | $2K | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 69 | $2K | No change |
| WYNN WYNN Resorts Ltd. | 0.00% | 15 | $2K | No change |
| DOCU Docusign Inc. | 0.00% | 26 | $2K | New |
| CCI Crown Castle Inc. | 0.00% | 20 | $2K | Add +53.9% |
| TSN Tyson Foods Inc. Class A | 0.00% | 30 | $2K | No change |
| PH Parker Hannifin Corp. | 0.00% | 2 | $2K | New |
| BDX Becton Dickinson and Co. | 0.00% | 9 | $2K | No change |
| ROL Rollins Inc. | 0.00% | 29 | $2K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 63 | $2K | No change |
| SNA Snap-on Inc. | 0.00% | 5 | $2K | New |
| USB US Bancorp | 0.00% | 32 | $2K | New |
| WAB Wabtec Corp. | 0.00% | 8 | $2K | Add +60.0% |
| MFG Mizuho Financial Group-ADR | 0.00% | 232 | $2K | New |
| RMD Resmed Inc. | 0.00% | 7 | $2K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.00% | 25 | $2K | New |
| WST West Pharmaceutical Services | 0.00% | 6 | $2K | Add +100.0% |
| CLH Clean Harbors Inc. | 0.00% | 7 | $2K | New |
| SCHK Schwab 1000 Index ETF | 0.00% | 50 | $2K | No change |
| ZTS Zoetis Inc. | 0.00% | 13 | $2K | No change |
| BAI Ishrs AI in and Tech Act ETF | 0.00% | 49 | $2K | New |
| SSO Proshares Ultra S&P500 | 0.00% | 28 | $2K | No change |
| ILMN Illumina Inc. | 0.00% | 12 | $2K | No change |
| VRSK Verisk Analytics Inc. | 0.00% | 7 | $2K | Add +16.7% |
| HUM Humana Inc. | 0.00% | 6 | $2K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 40 | $2K | No change |
| EXC Exelon Corp. | 0.00% | 35 | $2K | New |
| ESML iShares ESG Aware MSCI USA S | 0.00% | 33 | $2K | No change |
| TRGP Targa Resources Corp. | 0.00% | 8 | $1K | No change |
| PID Invesco International Divide | 0.00% | 65 | $1K | No change |
| NVTS Navitas Semiconductor Corp. | 0.00% | 200 | $1K | New |
| SYF Synchrony Financial | 0.00% | 17 | $1K | New |
| XEL Xcel Energy Inc. | 0.00% | 19 | $1K | No change |
| EVRG Evergy Inc. | 0.00% | 19 | $1K | New |
| NTRA Natera Inc. | 0.00% | 6 | $1K | New |
| ELF Elf Beauty Inc. | 0.00% | 18 | $1K | New |
| NDAQ Nasdaq Inc. | 0.00% | 14 | $1K | No change |
| PRU Prudential Financial Inc. | 0.00% | 12 | $1K | New |
| SES Ses AI Corp. | 0.00% | 750 | $1K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 28 | $1K | No change |
| TDG Transdigm Group Inc. | 0.00% | 1 | $1K | No change |
| WMB Williams Cos Inc. | 0.00% | 22 | $1K | New |
| GLPI Gaming and Leisure Propertie | 0.00% | 29 | $1K | New |
| SHW The Sherwin-Williams Co. | 0.00% | 4 | $1K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 25 | $1K | New |
| PWR Quanta Services Inc. | 0.00% | 3 | $1K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 12 | $1K | New |
| FISV Fiserv Inc. | 0.00% | 18 | $1K | Add +12.5% |
| FANG Diamondback Energy Inc. | 0.00% | 8 | $1K | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 36 | $1K | No change |
| HON Honeywell International Inc. | 0.00% | 6 | $1K | New |
| ROK Rockwell Automation Inc. | 0.00% | 3 | $1K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 18 | $1K | No change |
| CAVA Cava Group Inc. | 0.00% | 19 | $1K | New |
| AXP American Express Co. | 0.00% | 3 | $1K | New |
| QSI Quantum-Si Inc. | 0.00% | 1,000 | $1K | New |
| PSKY Paramount Skydance Class B | 0.00% | 82 | $1K | No change |
| NEM Newmont Corp. | 0.00% | 11 | $1K | New |
| PVL Permianville Royalty Trust | 0.00% | 600 | $1K | No change |
| EMR Emerson Electric Co. | 0.00% | 8 | $1K | New |
| CEG Constellation Energy | 0.00% | 3 | $1K | Add +200.0% |
| GLW Corning Inc. | 0.00% | 12 | $1K | New |
| PSA Public Storage | 0.00% | 4 | $1K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 39 | $1K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 36 | $1K | New |
| JLL Jones Lang Lasalle Inc. | 0.00% | 3 | $1K | New |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.00% | 21 | $956 | No change |
| MRNA Moderna Inc. | 0.00% | 32 | $944 | No change |
| SPG Simon Property Group Inc. | 0.00% | 5 | $926 | New |
| DHR Danaher Corp. | 0.00% | 4 | $916 | New |
| LUV Southwest Airlines Co. | 0.00% | 22 | $909 | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 4 | $893 | New |
| CVS CVS Health Corp. | 0.00% | 11 | $873 | New |
| B Barrick Mining Corp. | 0.00% | 20 | $871 | No change |
| MOH Molina Healthcare Inc. | 0.00% | 5 | $868 | No change |
| NSC Norfolk Southern Corp. | 0.00% | 3 | $866 | New |
| FG F&G Annuities & Life Inc. | 0.00% | 27 | $833 | New |
| TEAM Atlassian Corp. Class A | 0.00% | 5 | $811 | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 5 | $804 | New |
| SSNC Ss&c Technologies Holdings | 0.00% | 9 | $787 | New |
| TRIP Tripadvisor Inc. | 0.00% | 54 | $786 | No change |
| DTE DTE Energy Company | 0.00% | 6 | $774 | New |
| BX Blackstone Inc. | 0.00% | 5 | $771 | New |
| EQIX Equinix Inc. | 0.00% | 1 | $766 | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 19 | $736 | No change |
| ILCG iShares Morningstar Growth E | 0.00% | 7 | $728 | New |
| COF Capital One Financial Corp. | 0.00% | 3 | $727 | New |
| AVB Avalonbay Communities Inc. | 0.00% | 4 | $725 | No change |
| APO Apollo Global Management Inc. | 0.00% | 5 | $724 | New |
| AYI Acuity Inc. | 0.00% | 2 | $720 | New |
| ELV Elevance Health Inc. | 0.00% | 2 | $701 | New |
| HYGV NT HY Val-SCRD BD ETF | 0.00% | 17 | $692 | New |
| CAN Canaan Inc. | 0.00% | 1,000 | $690 | New |
| FCPT Four Corners Property Trust | 0.00% | 29 | $669 | No change |
| BA The Boeing Co. | 0.00% | 3 | $651 | New |
| KD Kyndryl Holdings Inc. | 0.00% | 24 | $637 | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 47 | $621 | No change |
| MDLZ Mondelez International Inc. Class A | 0.00% | 11 | $592 | New |
| UDR Udr Inc. | 0.00% | 16 | $587 | No change |
| BWA Borgwarner Inc. | 0.00% | 13 | $586 | New |
| PHM Pultegroup Inc. | 0.00% | 5 | $586 | New |
| TGT Target Corp. | 0.00% | 6 | $586 | New |
| SBAC SBA Communications Corp. | 0.00% | 3 | $580 | No change |
| AEP American Electric Power | 0.00% | 5 | $577 | New |
| OHI Omega Healthcare Investors | 0.00% | 13 | $576 | New |
| VHT Vanguard Health Care ETF | 0.00% | 2 | $576 | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 17 | $575 | New |
| OWL Blue Owl Capital Inc. | 0.00% | 38 | $568 | New |
| WDS Woodside Energy Group-ADR | 0.00% | 36 | $561 | No change |
| AFL Aflac Inc. | 0.00% | 5 | $551 | New |
| CCL Carnival Corp. | 0.00% | 18 | $550 | New |
| DOC Healthpeak Properties Inc. | 0.00% | 34 | $547 | No change |
| BKYI Bio-Key Intl Inc. | 0.00% | 1,000 | $539 | New |
| EPRT Essential Properties Realty | 0.00% | 18 | $534 | New |
| IEX Idex Corp. | 0.00% | 3 | $534 | New |
| EBAY eBay Inc. | 0.00% | 6 | $523 | New |
| FULT Fulton Financial Corp. | 0.00% | 27 | $522 | New |
| DT Dynatrace Inc. | 0.00% | 12 | $520 | New |
| MAS Masco Corp. | 0.00% | 8 | $508 | New |
| HST Host Hotels & Resorts Inc. | 0.00% | 28 | $496 | New |
| REG Regency Centers Corp. | 0.00% | 7 | $483 | New |
| H Hyatt Hotels Corp. Class A | 0.00% | 3 | $481 | New |
| PAVE Global X US Infrastructure | 0.00% | 10 | $478 | Reduce -95.7% |
| CTRA Coterra Energy Inc. | 0.00% | 18 | $474 | New |
| OMF Onemain Holdings Inc. | 0.00% | 7 | $473 | New |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 5 | $470 | No change |
| FIS Fidelity National Info Serv | 0.00% | 7 | $465 | New |
| LADR Ladder Capital Corp.-REIT | 0.00% | 41 | $451 | New |
| SNDR Schneider National Inc. Class B | 0.00% | 17 | $451 | New |
| PK Park Hotels & Resorts Inc. | 0.00% | 43 | $450 | New |
| EMN Eastman Chemical Co. | 0.00% | 7 | $447 | New |
| FERG Ferguson Enterprises Inc. | 0.00% | 2 | $445 | New |
| TXT Textron Inc. | 0.00% | 5 | $436 | New |
| NBIX Neurocrine Biosciences Inc. | 0.00% | 3 | $425 | New |
| RSG Republic Services Inc. | 0.00% | 2 | $424 | New |
| INVA Innoviva Inc. | 0.00% | 21 | $420 | New |
| MAA Mid-America Apartment Comm | 0.00% | 3 | $417 | New |
| AN Autonation Inc. | 0.00% | 2 | $413 | New |
| PKG Packaging Corp. of America | 0.00% | 2 | $412 | New |
| Z Zillow Group Inc. Class C | 0.00% | 6 | $409 | New |
| LNG Cheniere Energy Inc. | 0.00% | 2 | $389 | New |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.00% | 6 | $378 | New |
| PRIM Primoris Services Corp. | 0.00% | 3 | $372 | New |
| PANW Palo Alto Networks Inc. | 0.00% | 2 | $368 | Reduce -50.0% |
| ANGI Angi Inc. | 0.00% | 28 | $362 | No change |
| CRI Carter's Inc. | 0.00% | 11 | $357 | New |
| SLM SLM Corp. | 0.00% | 13 | $352 | New |
| PYPL PayPal Holdings Inc. | 0.00% | 6 | $350 | New |
| DGX Quest Diagnostics Inc. | 0.00% | 2 | $347 | New |
| EIG Employers Holdings Inc. | 0.00% | 8 | $345 | New |
| BYD Boyd Gaming Corp. | 0.00% | 4 | $341 | New |
| EW Edwards Lifesciences Corp. | 0.00% | 4 | $341 | New |
| HII Huntington Ingalls Industrie | 0.00% | 1 | $340 | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 45 | $338 | New |
| OC Owens Corning | 0.00% | 3 | $336 | New |
| OGN Organon & Co. | 0.00% | 46 | $330 | No change |
| GGG Graco Inc. | 0.00% | 4 | $328 | New |
| NUE Nucor Corp. | 0.00% | 2 | $326 | New |
| LPX Louisiana-Pacific Corp. | 0.00% | 4 | $323 | New |
| SLGN Silgan Holdings Inc. | 0.00% | 8 | $323 | New |
| RPM RPM International Inc. | 0.00% | 3 | $312 | New |
| DKNG Draftkings Inc. Class A | 0.00% | 9 | $310 | New |
| MWA Mueller Water Products Inc. Class A | 0.00% | 13 | $310 | New |
| LEN Lennar Corp. Class A | 0.00% | 3 | $308 | New |
| ENS Enersys | 0.00% | 2 | $294 | New |
| MGM MGM Resorts International | 0.00% | 8 | $292 | New |
| TNL Travel + Leisure Co. | 0.00% | 4 | $282 | New |
| SG Sweetgreen Inc. Class A | 0.00% | 40 | $270 | No change |
| FWONA Liberty Media Corp. Class A | 0.00% | 3 | $268 | New |
| BKE The Buckle Inc. | 0.00% | 5 | $267 | New |
| KRC Kilroy Realty Corp. | 0.00% | 7 | $262 | New |
| AVRE Avantis Real Estate ETF | 0.00% | 6 | $261 | No change |
| TOST Toast Inc. Class A | 0.00% | 7 | $249 | New |
| SBRA Sabra Health Care REIT Inc. | 0.00% | 12 | $227 | New |
| NTAP Netapp Inc. | 0.00% | 2 | $214 | New |
| WEC WEC Energy Group Inc. | 0.00% | 2 | $211 | No change |
| THO Thor Industries Inc. | 0.00% | 2 | $205 | New |
| VC Visteon Corp. | 0.00% | 2 | $190 | New |
| REVG Rev Group Inc. | 0.00% | 3 | $182 | New |
| VAC Marriott Vacations World | 0.00% | 3 | $173 | No change |
| ABR Arbor Realty Trust Inc. | 0.00% | 22 | $171 | New |
| ECG Everus Construction Group | 0.00% | 2 | $171 | New |
| GRAL Grail Inc. | 0.00% | 2 | $171 | No change |
| TREE Lendingtree Inc. | 0.00% | 3 | $159 | No change |
| NLOP Net Lease Office Property | 0.00% | 6 | $155 | No change |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 38 | $155 | No change |
| PTCT PTC Therapeutics Inc. | 0.00% | 2 | $152 | New |
| URBN Urban Outfitters Inc. | 0.00% | 2 | $151 | New |
| BC Brunswick Corp. | 0.00% | 2 | $148 | New |
| BBY Best Buy Co. Inc. | 0.00% | 2 | $134 | New |
| CCOI Cogent Communications Holdin | 0.00% | 6 | $129 | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 1 | $129 | New |
| PAYX Paychex Inc. | 0.00% | 1 | $112 | New |
| SNSR Global X Internet of Things | 0.00% | 3 | $111 | Reduce -99.5% |
| VTRS Viatris Inc. | 0.00% | 8 | $100 | No change |
| SPIP SS SPDR P Tips ETF | 0.00% | 3 | $78 | No change |
| DFDV Defi Development Corp. | 0.00% | 10 | $50 | New |
| ARBK Argo Blockchain PLC | 0.00% | 9 | $31 | New |
| EMBC Embecta Corp. | 0.00% | 1 | $12 | No change |
| IRBTQ Irobot Corp. | 0.00% | 100 | $11 | New |
| IBO Impact Biomedical Inc. | 0.00% | 4 | $2 | No change |