| AVUS Avantis U.S. Equity ETF | 17.04% | 337,465 | $43.2M | Add +8.7% |
| DFSD Dimensional Short Duration | 15.30% | 812,642 | $38.8M | Add +5.1% |
| DFAC Dimensional US Core Equity 2 | 10.76% | 615,188 | $27.3M | Add +5.1% |
| AVDE Avantis International Equity | 6.79% | 193,179 | $17.2M | Add +8.0% |
| DFIC Dimensional International Co. | 5.73% | 390,303 | $14.5M | Add +5.5% |
| DFGP Dimensional GLBL Core PL Fix | 3.75% | 174,708 | $9.5M | Add +11.0% |
| AVEM Avantis Emerging Markets Eq | 2.79% | 73,282 | $7.1M | Add +11.3% |
| DFAU Dimensional US Core Equity M | 2.49% | 122,318 | $6.3M | Reduce -0.7% |
| DFCA Dimensional Calfornia MB ETF | 2.17% | 109,573 | $5.5M | Reduce -2.2% |
| AMD Advanced Micro Devices | 1.93% | 8,407 | $4.9M | Add +3508.2% |
| DFAI Dimensional International Co. | 1.66% | 102,177 | $4.2M | Reduce -1.2% |
| LRCX Lam Research Corp. | 1.66% | 9,718 | $4.2M | Add +36.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 1.65% | 93,875 | $4.2M | Add +11.5% |
| DFEM Dimensional Emrg MRKT Core | 1.52% | 94,862 | $3.9M | Reduce -3.0% |
| IVV iShares Core S&P 500 ETF | 1.44% | 4,864 | $3.6M | Add +0.9% |
| CGGR Cap Group Growth Equity | 1.42% | 76,234 | $3.6M | Add +5.5% |
| ITOT iShares Core S&P Total U.S. | 1.39% | 21,393 | $3.5M | Add +0.1% |
| IWV iShares Russell 3000 ETF | 1.07% | 6,380 | $2.7M | No change |
| GOOG Alphabet Inc. Class C | 0.94% | 6,729 | $2.4M | Add +9.3% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.72% | 52,939 | $1.8M | Add +15.1% |
| GOOGL Alphabet Inc. Class A | 0.70% | 4,950 | $1.8M | Add +13.4% |
| SCHB Schwab US Broad Market ETF | 0.64% | 56,223 | $1.6M | Reduce -1.7% |
| DFNM Dimensional National Muni BD | 0.64% | 33,547 | $1.6M | Add +18.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.63% | 37,721 | $1.6M | Add +18.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.57% | 27,490 | $1.4M | Add +3.7% |
| AAPL Apple Inc. | 0.50% | 4,413 | $1.3M | Add +24.7% |
| TSLA Tesla Inc. | 0.47% | 2,816 | $1.2M | Add +133.3% |
| MSFT Microsoft Corp. | 0.47% | 3,170 | $1.2M | Add +14.9% |
| CAT Caterpillar Inc. | 0.36% | 850 | $905K | Add +5.7% |
| AMZN Amazon.com Inc. | 0.34% | 3,666 | $874K | Add +19.7% |
| DFSU Dimensional US Sus CORE1 ETF | 0.34% | 18,313 | $854K | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.33% | 7,210 | $847K | Add +42.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.31% | 39,841 | $778K | No change |
| AVSU Avantis Resp US Equity ETF | 0.29% | 8,420 | $745K | No change |
| NVDA Nvidia Corp. | 0.27% | 3,481 | $696K | Add +31.4% |
| ORCL Oracle Corp. | 0.26% | 4,419 | $648K | Add +0.7% |
| APD Air Products & Chemicals Inc. | 0.25% | 2,168 | $636K | No change |
| SCHF Schwab Intl Equity ETF | 0.23% | 21,324 | $591K | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 6,496 | $560K | Add +9.7% |
| DFAE Dimensional Emerging Core Eq | 0.22% | 13,638 | $548K | Reduce -6.3% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 6,606 | $541K | No change |
| AVMV Avantis US Mid Cap Val ETF | 0.21% | 6,613 | $533K | Add +6.5% |
| VOO Vanguard S&P 500 ETF | 0.21% | 768 | $527K | Reduce -29.0% |
| DFAX Dimensional World Ex US Core | 0.21% | 14,172 | $522K | No change |
| AVSD Avantis Reps Intern Equi ETF | 0.20% | 6,490 | $518K | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.20% | 1,009 | $514K | Add +41.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 682 | $509K | Add +58.6% |
| AVUV Avantis US Small Cap Value | 0.20% | 4,047 | $505K | Add +6.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,361 | $504K | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 629 | $463K | Add +18.9% |
| SCHA Schwab US Small-Cap ETF | 0.18% | 12,400 | $448K | Reduce -5.0% |
| KO The Coca-Cola Co. | 0.17% | 5,313 | $432K | Add +69.4% |
| SCHO Schwab Short-Term US Treas | 0.15% | 16,092 | $388K | Reduce -14.5% |
| META Meta Platforms Inc. Class A | 0.15% | 672 | $378K | Add +19.4% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 5,140 | $366K | Add +3.6% |
| AXON Axon Enterprise Inc. | 0.13% | 601 | $337K | Add +583.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.13% | 12,962 | $324K | Reduce -3.8% |
| IWF iShares Russell 1000 Growth | 0.13% | 2,592 | $322K | Add +13.9% |
| AVGO Broadcom Inc. | 0.12% | 831 | $314K | Reduce -0.6% |
| DXUV Dimensional US Vtor Eqty ETF | 0.12% | 4,664 | $310K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,411 | $307K | Add +17.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 3,158 | $305K | No change |
| SOXX iShares Semiconductor ETF | 0.11% | 450 | $288K | No change |
| IXN iShares Global Tech ETF | 0.11% | 1,950 | $282K | No change |
| INTC Intel Corp. | 0.10% | 1,735 | $242K | Add +108.8% |
| BNY Bank of New York Mellon Corp. | 0.09% | 1,651 | $239K | No change |
| IUSV iShares Core S&P U.S. Value | 0.09% | 2,119 | $233K | Reduce -5.4% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.09% | 4,297 | $224K | Add +2.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.09% | 4,947 | $223K | Add +0.7% |
| BKMI BNY Mellon Muni Int ETF | 0.09% | 8,358 | $221K | No change |
| JPM JPMorgan Chase & Co. | 0.09% | 672 | $220K | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.08% | 838 | $211K | Add +18.4% |
| GS Goldman Sachs Group Inc. | 0.08% | 204 | $206K | No change |
| JNJ Johnson & Johnson | 0.08% | 801 | $203K | Add +142.0% |
| MRK Merck & Co. Inc. | 0.08% | 1,570 | $202K | Add +1.8% |
| QCOM Qualcomm Inc. | 0.08% | 1,048 | $194K | Add +26.0% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.07% | 2,136 | $175K | No change |
| HD Home Depot Inc. | 0.06% | 461 | $163K | Reduce -2.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,379 | $162K | New |
| LRGF iShares US Equity Factor ETF | 0.06% | 2,114 | $160K | No change |
| FLOT iShares Floating Rate Bond E | 0.06% | 2,967 | $151K | Add +0.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.06% | 497 | $151K | Add +336.0% |
| GOVT iShares US Treasury Bond ETF | 0.06% | 6,454 | $147K | No change |
| IEMG iShares Core MSCI Emerging | 0.06% | 1,749 | $145K | Add +7.4% |
| SMH Vaneck Semiconductor ETF | 0.06% | 213 | $140K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 1,421 | $137K | No change |
| VT Vanguard Tot World STK ETF | 0.05% | 871 | $137K | Reduce -19.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 390 | $134K | No change |
| VZ Verizon Communications Inc. | 0.05% | 3,050 | $129K | Add +3.3% |
| DFSV Dimensional US Small Cap Val | 0.05% | 3,291 | $128K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 1,452 | $128K | Add +0.6% |
| DFVX Dim US Large Cap Vector ETF | 0.05% | 1,500 | $123K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.05% | 1,275 | $122K | No change |
| VCYT Veracyte Inc. | 0.05% | 2,034 | $119K | No change |
| BAC Bank of America Corp. | 0.05% | 2,095 | $119K | Add +1.1% |
| XLC SS Comm Select Sector SPDR | 0.05% | 1,113 | $119K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 536 | $118K | Add +4.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.05% | 2,287 | $116K | No change |
| SNAP Snap Inc. Class A | 0.04% | 25,658 | $114K | New |
| IVW iShares S&P 500 Growth ETF | 0.04% | 790 | $109K | Add +8.7% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 1,802 | $108K | Add +11.7% |
| WFC Wells Fargo & Co. | 0.04% | 1,286 | $106K | Add +17.3% |
| IAU iShares Gold Trust | 0.04% | 1,338 | $101K | Add +0.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.04% | 1,105 | $97K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.04% | 918 | $94K | Reduce -2.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 1,116 | $92K | No change |
| MPC Marathon Petroleum Corp. | 0.04% | 355 | $91K | No change |
| UNP Union Pacific Corp. | 0.03% | 316 | $86K | Add +0.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.03% | 1,614 | $86K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 783 | $85K | Add +112.8% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 2,647 | $84K | Add +85.1% |
| COP Conocophillips | 0.03% | 803 | $83K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.03% | 2,184 | $79K | Reduce -1.1% |
| WMT Walmart Inc. | 0.03% | 696 | $79K | Reduce -1.4% |
| SCHV Schwab US Large-Cap Value | 0.03% | 2,227 | $78K | No change |
| COST Costco Wholesale Corp. | 0.03% | 82 | $77K | Add +49.1% |
| PRF Invesco Rafi US 1000 ETF | 0.03% | 1,422 | $77K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 977 | $75K | No change |
| SPCX Space Exploration Techn Class A | 0.03% | 438 | $75K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.03% | 1,416 | $75K | Add +1.1% |
| SCHW Schwab (charles) Corp. | 0.03% | 781 | $72K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.03% | 1,411 | $69K | Add +0.6% |
| FNCL Fidelity MSCI Financial Indx | 0.03% | 889 | $68K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.03% | 1,783 | $68K | Add +7.6% |
| ARM Arm Holdings PLC-ADR | 0.03% | 188 | $67K | New |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 855 | $67K | Reduce -13.9% |
| T AT&T Inc. | 0.03% | 3,131 | $65K | Add +71.6% |
| IWD iShares Russell 1000 Value E | 0.03% | 267 | $65K | Add +147.2% |
| DFAS Dimensional US Small Cap ETF | 0.03% | 778 | $64K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 639 | $62K | No change |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.02% | 1,441 | $61K | No change |
| IYK iShares US Consumer Staples | 0.02% | 834 | $61K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 212 | $60K | Add +42.3% |
| HPQ HP Inc. | 0.02% | 2,651 | $58K | Add +6.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.02% | 201 | $57K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.02% | 3,288 | $57K | Add +17.3% |
| MU Micron Technology Inc. | 0.02% | 49 | $57K | Add +1125.0% |
| COF Capital One Financial Corp. | 0.02% | 280 | $56K | Add +1547.1% |
| FIDU Fidelity MSCI Indust Indx | 0.02% | 554 | $55K | No change |
| CAH Cardinal Health Inc. | 0.02% | 232 | $55K | No change |
| CGSD Cap Group Short Duration | 0.02% | 2,128 | $55K | No change |
| FLXR TCW Flexible Income ETF | 0.02% | 1,381 | $54K | New |
| DAL Delta Air Lines Inc. | 0.02% | 574 | $54K | Add +2.3% |
| ELV Elevance Health Inc. | 0.02% | 136 | $53K | Add +1260.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 1,669 | $52K | Add +26.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.02% | 681 | $52K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 1,554 | $52K | Add +240.0% |
| XLV SS Health Care Select Sector | 0.02% | 321 | $51K | No change |
| VIS Vanguard Industrials ETF | 0.02% | 138 | $50K | No change |
| YINN Direxion DLY Ftse CH BL3X-Ui | 0.02% | 2,290 | $49K | No change |
| ASTS Ast Spacemobile Inc. | 0.02% | 546 | $49K | Add +3.0% |
| NFLX Netflix Inc. | 0.02% | 679 | $48K | Add +32.6% |
| EFV iShares MSCI Eafe Value ETF | 0.02% | 629 | $48K | Add +18.9% |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 169 | $48K | Add +333.3% |
| VPLS Vanguard Core-Plus Bond ETF | 0.02% | 611 | $47K | New |
| VFH Vanguard Financials ETF | 0.02% | 353 | $46K | No change |
| PSX Phillips 66 | 0.02% | 272 | $46K | No change |
| EMBX Vaneck Em Bond ETF | 0.02% | 894 | $46K | No change |
| PBT Permian Basin Royalty Trust | 0.02% | 1,800 | $45K | No change |
| AMAT Applied Materials Inc. | 0.02% | 62 | $45K | Add +10.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 182 | $44K | Add +45.6% |
| SBR Sabine Royalty Trust | 0.02% | 600 | $44K | No change |
| PEP Pepsico Inc. | 0.02% | 324 | $44K | No change |
| FOXA Fox Corp. Class A | 0.02% | 840 | $44K | Add +84.2% |
| APUE Activepassive US Equity ETF | 0.02% | 947 | $44K | No change |
| MAR Marriott International Class A | 0.02% | 118 | $44K | Add +0.8% |
| MRVL Marvell Technology Inc. | 0.02% | 145 | $43K | New |
| FCX Freeport-McMoran Inc. | 0.02% | 681 | $43K | Add +1.3% |
| PM Philip Morris International | 0.02% | 235 | $42K | Add +968.2% |
| CVX Chevron Corp. | 0.02% | 256 | $42K | Add +2.0% |
| ITA iShares U.S. Aerospace & Def | 0.02% | 175 | $42K | Add +118.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 366 | $42K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.02% | 79 | $41K | New |
| BMOP BNY Meln Munipl Opp ETF | 0.02% | 1,620 | $41K | No change |
| MCK McKesson Corp. | 0.02% | 54 | $41K | No change |
| EMLC Vaneck JPM Em Local Curr BND | 0.02% | 1,578 | $40K | Add +7.9% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 267 | $40K | Add +0.4% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.02% | 557 | $39K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 246 | $38K | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.01% | 560 | $38K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 90 | $37K | No change |
| TXN Texas Instruments Inc. | 0.01% | 123 | $37K | No change |
| DFAT Dimensional US Target Value | 0.01% | 520 | $36K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 119 | $36K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 190 | $36K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.01% | 440 | $36K | No change |
| BP BP PLC-Spons ADR | 0.01% | 960 | $35K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 436 | $35K | Reduce -22.7% |
| XLE SS Energy Select Sector | 0.01% | 658 | $35K | No change |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 669 | $34K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 67 | $34K | Reduce -6.9% |
| VRT Vertiv Holdings Co. Class A | 0.01% | 100 | $33K | No change |
| VTEC Vanguard Ca Tax-Ex Bond | 0.01% | 332 | $33K | No change |
| ANET Arista Networks Inc. | 0.01% | 194 | $33K | No change |
| CVNA Carvana Co. | 0.01% | 500 | $33K | No change |
| GILD Gilead Sciences Inc. | 0.01% | 260 | $33K | Add +5.7% |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 224 | $33K | No change |
| AMGN Amgen Inc. | 0.01% | 87 | $32K | Add +1.2% |
| MCD McDonald's Corp. | 0.01% | 116 | $31K | No change |
| BGRN iShares Usd Green Bond ETF | 0.01% | 658 | $31K | Reduce -41.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 64 | $31K | Add +16.4% |
| GLD SPDR Gold Shares | 0.01% | 82 | $30K | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.01% | 439 | $30K | Add +72.8% |
| MA Mastercard Inc. Class A | 0.01% | 57 | $29K | Reduce -18.6% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 77 | $29K | Add +71.1% |
| SCMB Schwab Municipal Bond ETF | 0.01% | 1,101 | $28K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 192 | $28K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 171 | $28K | No change |
| OEF iShares S&P 100 ETF | 0.01% | 76 | $28K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 331 | $28K | New |
| IGRO iShares Intl Div Growth ETF | 0.01% | 314 | $28K | No change |
| LOW Lowe's Cos Inc. | 0.01% | 125 | $28K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 1,982 | $28K | Add +14.4% |
| XMMO Invesco S&P Midcap Momentum | 0.01% | 161 | $27K | No change |
| GLW Corning Inc. | 0.01% | 107 | $27K | Add +1.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.01% | 167 | $27K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 330 | $27K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 74 | $27K | Add +60.9% |
| MCHI iShares MSCI China ETF | 0.01% | 522 | $27K | No change |
| ABT Abbott Laboratories | 0.01% | 293 | $27K | No change |
| SCHX Schwab US Large-Cap ETF | 0.01% | 886 | $26K | Reduce -33.7% |
| DFLV Dim US Large Cap Value ETF | 0.01% | 651 | $26K | No change |
| PG The Procter & Gamble Co. | 0.01% | 172 | $25K | No change |
| INTF iShares International Equity | 0.01% | 610 | $25K | No change |
| CSX CSX Corp. | 0.01% | 521 | $25K | No change |
| CTA Simplify Managed Futures St | 0.01% | 916 | $24K | New |
| EMR Emerson Electric Co. | 0.01% | 160 | $23K | Add +357.1% |
| CNQ Canadian Natural Resources | 0.01% | 572 | $23K | No change |
| GD General Dynamics Corp. | 0.01% | 63 | $22K | Reduce -8.7% |
| JPST JPMorgan Ultra-Short Income | 0.01% | 433 | $22K | New |
| FNF Fidelity National Financial | 0.01% | 464 | $22K | No change |
| FALN iShares Fallen Angels ETF | 0.01% | 788 | $21K | No change |
| DUK Duke Energy Corp. | 0.01% | 169 | $21K | No change |
| LUNR Intuitive Machines Inc. | 0.01% | 1,000 | $21K | No change |
| KLAC KLA Corp. | 0.01% | 70 | $21K | No change |
| ILCG iShares Morningstar Growth E | 0.01% | 180 | $21K | No change |
| LLY Eli Lilly & Co. | 0.01% | 17 | $20K | Add +6.3% |
| DFUV Dimensional US Marketwide Va | 0.01% | 366 | $20K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 123 | $20K | No change |
| SBUX Starbucks Corp. | 0.01% | 197 | $20K | No change |
| XLI SS Industrial Select Sector | 0.01% | 108 | $20K | No change |
| XPO Xpo Inc. | 0.01% | 96 | $20K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 50 | $20K | No change |
| RGTI Rigetti Computing Inc. | 0.01% | 1,000 | $19K | No change |
| KEYS Keysight Technologies Inc. | 0.01% | 55 | $19K | No change |
| V Visa Inc. Class A | 0.01% | 56 | $19K | Reduce -18.8% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 81 | $19K | No change |
| VICR Vicor Corp. | 0.01% | 50 | $19K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 365 | $19K | No change |
| BND Vanguard Total Bond Market | 0.01% | 253 | $19K | New |
| EOG EOG Resources Inc. | 0.01% | 141 | $18K | No change |
| APIE Activepassive Intl Eqty ETF | 0.01% | 464 | $18K | No change |
| BTAL Agf US Market Neutral Anti-B | 0.01% | 1,546 | $17K | New |
| DUHP Dimensional US High Profi Et | 0.01% | 412 | $17K | No change |
| LITE Lumentum Holdings Inc. | 0.01% | 20 | $17K | No change |
| DRI Darden Restaurants Inc. | 0.01% | 80 | $16K | No change |
| DFIV Dimensional International Va | 0.01% | 303 | $16K | No change |
| BLK BlackRock Inc. | 0.01% | 17 | $16K | No change |
| VNQ Vanguard Real Estate ETF | 0.01% | 169 | $16K | Add +47.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 82 | $16K | Add +6.5% |
| SYK Stryker Corp. | 0.01% | 51 | $16K | Reduce -10.5% |
| WBD Warner Bros Discovery Inc. | 0.01% | 592 | $16K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 134 | $16K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 332 | $16K | No change |
| UCON First Trust Smith Unconstrai | 0.01% | 624 | $16K | No change |
| FDIS Fidelity MSCI Cons Discr Ind | 0.01% | 149 | $15K | No change |
| PLD Prologis Inc. | 0.01% | 113 | $15K | Add +3.7% |
| SU Suncor Energy Inc. | 0.01% | 280 | $15K | No change |
| COM Direxion Auspice BRD Cmdty | 0.01% | 455 | $15K | New |
| TLT iShares 20+ Year Treasury BD | 0.01% | 171 | $15K | No change |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.01% | 180 | $15K | No change |
| RTX RTX Corp. | 0.01% | 77 | $15K | Reduce -58.1% |
| SAMT Strategas Macro Them Opps | 0.01% | 305 | $15K | No change |
| APH Amphenol Corp. Class A | 0.01% | 82 | $14K | No change |
| FHLC Fidelity MSCI Health Care | 0.01% | 187 | $14K | No change |
| GXO Gxo Logistics Inc. | 0.01% | 284 | $14K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 362 | $14K | Add +4.3% |
| NKE Nike Inc. Class B | 0.01% | 350 | $14K | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.01% | 120 | $14K | Reduce -50.0% |
| GEV GE Vernova Inc. | 0.01% | 12 | $14K | Reduce -7.7% |
| C Citigroup Inc. | 0.01% | 99 | $14K | Add +7.6% |
| EXPE Expedia Group Inc. | 0.01% | 54 | $14K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 18 | $14K | Add +20.0% |
| DHI D.R. Horton Inc. | 0.01% | 84 | $14K | No change |
| BPRE Bluerock Private Real Estate | 0.01% | 1,046 | $14K | New |
| CARR Carrier Global Corp. | 0.01% | 184 | $13K | No change |
| DMLP Dorchester Minerals LP | 0.01% | 500 | $13K | No change |
| DBC Invesco DB Commodity Index T | 0.01% | 472 | $13K | New |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.00% | 71 | $13K | No change |
| CVE Cenovus Energy Inc. | 0.00% | 500 | $12K | No change |
| CTVA Corteva Inc. | 0.00% | 146 | $12K | Add +41.8% |
| JEDI Defiance Drone & Mod War ETF | 0.00% | 421 | $12K | Add +759.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 98 | $12K | Add +117.8% |
| GRID First TRST Nasd Class Edg Sgiif | 0.00% | 63 | $12K | No change |
| QRVO Qorvo Inc. | 0.00% | 130 | $12K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 45 | $12K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 600 | $12K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 103 | $12K | Add +15.7% |
| A Agilent Technologies Inc. | 0.00% | 90 | $12K | No change |
| B Barrick Mining Corp. | 0.00% | 323 | $12K | Add +1515.0% |
| Q Qnity Electronics Inc. | 0.00% | 72 | $12K | Add +41.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 38 | $12K | No change |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.00% | 314 | $12K | Reduce -25.6% |
| EFA iShares MSCI Eafe ETF | 0.00% | 110 | $11K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 250 | $11K | Add +5.9% |
| WPM Wheaton Precious Metals Corp. | 0.00% | 100 | $11K | No change |
| NOC Northrop Grumman Corp. | 0.00% | 22 | $11K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 76 | $11K | No change |
| ITW Illinois Tool Works | 0.00% | 41 | $11K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.00% | 107 | $11K | New |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 275 | $11K | New |
| D Dominion Energy Inc. | 0.00% | 161 | $11K | No change |
| SHEL Shell PLC-ADR | 0.00% | 139 | $11K | No change |
| ADI Analog Devices Inc. | 0.00% | 27 | $11K | Add +3.9% |
| IVE iShares S&P 500 Value ETF | 0.00% | 47 | $11K | Add +95.8% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.00% | 414 | $11K | No change |
| DFIS Dimensional International SM | 0.00% | 304 | $11K | No change |
| DFAR Dimensional US Real Est ETF | 0.00% | 406 | $11K | No change |
| ISCF iShares International Small | 0.00% | 241 | $10K | No change |
| MO Altria Group Inc. | 0.00% | 144 | $10K | Add +67.4% |
| DX Dynex Capital Inc. | 0.00% | 790 | $10K | No change |
| HDV iShares Core High Dividend E | 0.00% | 375 | $10K | No change |
| UTG Reaves Utility Income Fund | 0.00% | 250 | $10K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.00% | 99 | $10K | No change |
| SDVY First Trust Smid Cap Rising | 0.00% | 234 | $10K | No change |
| ERX Direxion Daily Enrgy BL2X-Ui | 0.00% | 132 | $10K | No change |
| CRM Salesforce Inc. | 0.00% | 64 | $10K | Reduce -47.1% |
| PNW Pinnacle West Capital | 0.00% | 93 | $10K | No change |
| HUBB Hubbell Inc. | 0.00% | 19 | $10K | No change |
| PNC PNC Financial Services Group | 0.00% | 40 | $10K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 115 | $10K | New |
| TER Teradyne Inc. | 0.00% | 20 | $10K | No change |
| CI The Cigna Group | 0.00% | 35 | $10K | No change |
| WCN Waste Connections Inc. | 0.00% | 57 | $10K | No change |
| VYM Vanguard High DVD Yield ETF | 0.00% | 60 | $9K | No change |
| MS Morgan Stanley | 0.00% | 45 | $9K | No change |
| AIG American International Group | 0.00% | 125 | $9K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 195 | $9K | No change |
| GEN Gen Digital Inc. | 0.00% | 370 | $9K | No change |
| CEG Constellation Energy | 0.00% | 37 | $9K | Add +131.3% |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 95 | $9K | No change |
| PFE Pfizer Inc. | 0.00% | 373 | $9K | Add +8.8% |
| LYV Live Nation Entertainment Inc. | 0.00% | 49 | $9K | No change |
| BKMS BNY Mellon Muni Short ETF | 0.00% | 350 | $9K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 41 | $9K | New |
| IWM iShares Russell 2000 ETF | 0.00% | 29 | $9K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 226 | $9K | No change |
| LCID Lucid Group Inc. | 0.00% | 1,300 | $9K | No change |
| EMMF Wisdomtree Emerging Markets | 0.00% | 225 | $9K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 35 | $9K | No change |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.00% | 102 | $8K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 150 | $8K | No change |
| VONG Vanguard Russell 1000 Growth | 0.00% | 66 | $8K | Reduce -95.9% |
| XLK SS Technology Select Sector | 0.00% | 44 | $8K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 341 | $8K | No change |
| WWW Wolverine World Wide Inc. | 0.00% | 500 | $8K | New |
| EMGF iShares Emerging Markets Equ | 0.00% | 112 | $8K | No change |
| IWN iShares Russell 2000 Value E | 0.00% | 37 | $8K | No change |
| FTNT Fortinet Inc. | 0.00% | 53 | $8K | No change |
| ENB Enbridge Inc. | 0.00% | 150 | $8K | No change |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.00% | 3,000 | $8K | No change |
| GSAT Globalstar Inc. | 0.00% | 100 | $8K | No change |
| NWSA News Corp. Class A | 0.00% | 325 | $8K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 309 | $8K | Add +1526.3% |
| XLF SS Financial Select Sector | 0.00% | 148 | $8K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 21 | $8K | No change |
| PXF Invesco Rafi Developed Marke | 0.00% | 101 | $8K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 100 | $7K | No change |
| GM General Motors Co. | 0.00% | 97 | $7K | No change |
| ROST Ross Stores Inc. | 0.00% | 35 | $7K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 52 | $7K | Add +67.7% |
| KEEL Keel Infrastructure Corp. | 0.00% | 1,293 | $7K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 80 | $7K | No change |
| LHX L3HARRIS Technologies Inc. | 0.00% | 25 | $7K | No change |
| FSTA Fidelity MSCI Cons Stap Indx | 0.00% | 137 | $7K | No change |
| EQT Eqt Corp. | 0.00% | 135 | $7K | Reduce -40.8% |
| XLP SS Consumer Staples Sel Sect | 0.00% | 86 | $7K | Add +7.5% |
| NVS Novartis AG-Sponsored ADR | 0.00% | 45 | $7K | No change |
| AIZ Assurant Inc. | 0.00% | 26 | $7K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 21 | $7K | No change |
| GUNR NT Mstar GLBL NR ETF | 0.00% | 138 | $7K | New |
| LVS Las Vegas Sands Corp. | 0.00% | 147 | $7K | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 200 | $7K | Add +387.8% |
| APCB Activepassive Core Bond ETF | 0.00% | 224 | $7K | No change |
| SPEM State Street SP PTF Em ETF | 0.00% | 127 | $7K | New |
| AME Ametek Inc. | 0.00% | 27 | $7K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 48 | $7K | Add +39.8% |
| WPC WP Carey Inc. | 0.00% | 91 | $7K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 41 | $6K | New |
| VGK Vanguard Ftse Europe ETF | 0.00% | 73 | $6K | New |
| UPS United Parcel Service Class B | 0.00% | 60 | $6K | No change |
| FBT First Trust Nyse Arca Biotec | 0.00% | 26 | $6K | New |
| MNST Monster Beverage Corp. | 0.00% | 67 | $6K | No change |
| THRO iShares U.S. Thematic Rotati | 0.00% | 149 | $6K | Add +20.2% |
| USHY iShares Broad Usd High Yield | 0.00% | 173 | $6K | No change |
| MCO Moody's Corp. | 0.00% | 14 | $6K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 12 | $6K | No change |
| ET Energy Transfer LP | 0.00% | 330 | $6K | Reduce -41.2% |
| DDOG Datadog Inc. Class A | 0.00% | 24 | $6K | No change |
| SIZE iShares MSCI USA Size Factor | 0.00% | 35 | $6K | No change |
| QTUM Defiance Quantum ETF | 0.00% | 37 | $6K | Add +8.8% |
| IBB iShares Biotechnology ETF | 0.00% | 32 | $6K | New |
| UBER Uber Technologies Inc. | 0.00% | 82 | $6K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 287 | $6K | Add +0.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 66 | $6K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 13 | $6K | No change |
| FITB Fifth Third Bancorp | 0.00% | 104 | $6K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 126 | $6K | No change |
| SNPS Synopsys Inc. | 0.00% | 13 | $6K | No change |
| MDLZ Mondelez International Inc. Class A | 0.00% | 100 | $6K | New |
| ILMN Illumina Inc. | 0.00% | 32 | $6K | No change |
| VCR Vanguard Consumer Discre ETF | 0.00% | 14 | $6K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 168 | $5K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 121 | $5K | Add +163.0% |
| FANG Diamondback Energy Inc. | 0.00% | 31 | $5K | No change |
| FISV Fiserv Inc. | 0.00% | 110 | $5K | No change |
| SLV iShares Silver Trust | 0.00% | 98 | $5K | No change |
| ALK Alaska Air Group Inc. | 0.00% | 100 | $5K | No change |
| MARA Mara Holdings Inc. | 0.00% | 371 | $5K | No change |
| LTH Life Time Group Holdings Inc. | 0.00% | 125 | $5K | No change |
| RXO Rxo Inc. | 0.00% | 185 | $5K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 150 | $5K | No change |
| SMLF iShares US Smallcap Equity F | 0.00% | 57 | $5K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.00% | 50 | $5K | New |
| QUBT Quantum Computing Inc. | 0.00% | 519 | $5K | Add +92.9% |
| VFC VF Corp. | 0.00% | 300 | $5K | No change |
| MSI Motorola Solutions Inc. | 0.00% | 12 | $5K | No change |
| CRWV Coreweave Inc. Class A | 0.00% | 50 | $5K | New |
| EPD Enterprise Products Partners | 0.00% | 134 | $5K | Add +1.5% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 83 | $5K | No change |
| EIX Edison International | 0.00% | 64 | $5K | No change |
| GLDM SPDR Gold Minishares Trust | 0.00% | 60 | $5K | No change |
| BNL Broadstone Net Lease Inc. | 0.00% | 228 | $5K | Add +1.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.00% | 89 | $5K | New |
| STWD Starwood Property Trust Inc. | 0.00% | 283 | $5K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 194 | $5K | Reduce -13.4% |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 75 | $5K | No change |
| SNOW Snowflake Inc. | 0.00% | 18 | $5K | Add +50.0% |
| UNFI United Natural Foods Inc. | 0.00% | 100 | $5K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 21 | $5K | No change |
| JGRO JPMorgan Active Growth ETF | 0.00% | 46 | $5K | New |
| VOYA Voya Financial Inc. | 0.00% | 50 | $5K | No change |
| PFS Provident Financial Services | 0.00% | 191 | $5K | No change |
| FENY Fidelity MSCI Energy Index | 0.00% | 152 | $4K | No change |
| CL Colgate-Palmolive Co. | 0.00% | 49 | $4K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.00% | 60 | $4K | No change |
| DOV Dover Corp. | 0.00% | 20 | $4K | No change |
| YUM Yum! Brands Inc. | 0.00% | 28 | $4K | No change |
| HAS Hasbro Inc. | 0.00% | 54 | $4K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 25 | $4K | No change |
| INTU Intuit Inc. | 0.00% | 17 | $4K | Reduce -29.2% |
| HAL Halliburton Co. | 0.00% | 130 | $4K | No change |
| MTCH Match Group Inc. | 0.00% | 116 | $4K | No change |
| VELO VELO3D Inc. | 0.00% | 250 | $4K | New |
| HTGC Hercules Capital Inc. | 0.00% | 275 | $4K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 89 | $4K | Reduce -16.0% |
| RITM Rithm Capital Corp. | 0.00% | 450 | $4K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 16 | $4K | No change |
| EXC Exelon Corp. | 0.00% | 90 | $4K | Add +157.1% |
| RIOT Riot Platforms Inc. | 0.00% | 152 | $4K | No change |
| DASH DoorDash Inc. Class A | 0.00% | 22 | $4K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 83 | $4K | Reduce -17.0% |
| CASY Casey's General Stores Inc. | 0.00% | 5 | $4K | No change |
| PCAR Paccar Inc. | 0.00% | 33 | $4K | No change |
| NEE Nextera Energy Inc. | 0.00% | 45 | $4K | No change |
| FHN First Horizon Corp. | 0.00% | 150 | $4K | No change |
| KRE SS SPDR S&P Regional Bank | 0.00% | 51 | $4K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 13 | $4K | No change |
| NOW ServiceNow Inc. | 0.00% | 38 | $4K | Add +26.7% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.00% | 7 | $4K | No change |
| PHYS Sprott Physical Gold Trust | 0.00% | 123 | $4K | New |
| AMP Ameriprise Financial Inc. | 0.00% | 8 | $4K | No change |
| OMC Omnicom Group | 0.00% | 50 | $4K | No change |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.00% | 71 | $4K | New |
| CMI Cummins Inc. | 0.00% | 5 | $4K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 45 | $4K | No change |
| PGR Progressive Corp. | 0.00% | 16 | $3K | Reduce -44.8% |
| ADBE Adobe Inc. | 0.00% | 17 | $3K | No change |
| CMF iShares California Muni Bond | 0.00% | 60 | $3K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 61 | $3K | No change |
| TRV The Travelers Cos Inc. | 0.00% | 10 | $3K | No change |
| MRNA Moderna Inc. | 0.00% | 47 | $3K | Add +46.9% |
| CLSK Cleanspark Inc. | 0.00% | 226 | $3K | No change |
| FMAT Fidelity MSCI Materials Indx | 0.00% | 56 | $3K | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 1,716 | $3K | No change |
| PPTA Perpetua Resources Corp. | 0.00% | 157 | $3K | No change |
| USAR USA Rare Earth Inc. | 0.00% | 150 | $3K | No change |
| RL Ralph Lauren Corp. | 0.00% | 8 | $3K | No change |
| DE Deere & Co. | 0.00% | 5 | $3K | No change |
| HCA HCA Healthcare Inc. | 0.00% | 8 | $3K | No change |
| FLJP Franklin Ftse Japan ETF | 0.00% | 78 | $3K | No change |
| FUTY Fidelity MSCI US Utilities | 0.00% | 53 | $3K | No change |
| RF Regions Financial Corp. | 0.00% | 102 | $3K | No change |
| GPC Genuine Parts Co. | 0.00% | 26 | $3K | No change |
| ROP Roper Technologies Inc. | 0.00% | 9 | $3K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 6 | $3K | No change |
| NEM Newmont Corp. | 0.00% | 31 | $3K | No change |
| CME Cme Group Inc. | 0.00% | 13 | $3K | No change |
| TRLV Trulieve Cannabis Corp. | 0.00% | 292 | $3K | New |
| LNG Cheniere Energy Inc. | 0.00% | 12 | $3K | Add +9.1% |
| RGEN Repligen Corp. | 0.00% | 21 | $3K | No change |
| APLE Apple Hospitality REIT Inc. | 0.00% | 168 | $3K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 103 | $3K | No change |
| FDX FedEx Corp. | 0.00% | 9 | $3K | No change |
| ISRG Intuitive Surgical Inc. | 0.00% | 7 | $3K | No change |
| PICK iShares MSCI Global Metals & | 0.00% | 47 | $3K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 8 | $3K | Reduce -63.6% |
| WELL Welltower Inc. | 0.00% | 12 | $3K | No change |
| USB US Bancorp | 0.00% | 45 | $3K | Reduce -49.4% |
| MET Metlife Inc. | 0.00% | 32 | $3K | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 34 | $3K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 16 | $3K | No change |
| IP International Paper Co. | 0.00% | 70 | $3K | No change |
| NLY Annaly Capital Management Inc. | 0.00% | 117 | $3K | No change |
| WMB Williams Cos Inc. | 0.00% | 35 | $3K | Reduce -47.8% |
| WU Western Union Co. | 0.00% | 332 | $3K | No change |
| PPLI People Inc. | 0.00% | 54 | $2K | No change |
| AVXC Avantis Emg MKT Ex China ETF | 0.00% | 29 | $2K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 25 | $2K | No change |
| ORI Old Republic Intl Corp. | 0.00% | 60 | $2K | No change |
| BKR Baker Hughes Co. | 0.00% | 44 | $2K | No change |
| RTO Rentokil Initial PLC-SP ADR | 0.00% | 85 | $2K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 22 | $2K | New |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 22 | $2K | No change |
| CG The Carlyle Group Inc. | 0.00% | 57 | $2K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 34 | $2K | No change |
| HUM Humana Inc. | 0.00% | 6 | $2K | No change |
| VLTO Veralto Corp. | 0.00% | 26 | $2K | No change |
| CLNE Clean Energy Fuels Corp. | 0.00% | 1,100 | $2K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 33 | $2K | No change |
| DG Dollar General Corp. | 0.00% | 19 | $2K | No change |
| NI Nisource Inc. | 0.00% | 46 | $2K | No change |
| CBOE Cboe Global Markets Inc. | 0.00% | 9 | $2K | No change |
| PWR Quanta Services Inc. | 0.00% | 3 | $2K | No change |
| WST West Pharmaceutical Services | 0.00% | 6 | $2K | No change |
| TRGP Targa Resources Corp. | 0.00% | 8 | $2K | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 141 | $2K | New |
| MMM 3M Co. | 0.00% | 13 | $2K | No change |
| DLB Dolby Laboratories Inc. Class A | 0.00% | 40 | $2K | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 17 | $2K | No change |
| TRU Transunion | 0.00% | 29 | $2K | No change |
| SHOP Shopify Inc. Class A | 0.00% | 18 | $2K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 63 | $2K | Reduce -62.5% |
| ADP Automatic Data Processing | 0.00% | 9 | $2K | No change |
| ECL Ecolab Inc. | 0.00% | 7 | $2K | Reduce -61.1% |
| BROS Dutch Bros Inc. Class A | 0.00% | 28 | $2K | New |
| WM Waste Management Inc. | 0.00% | 9 | $2K | No change |
| GMED Globus Medical Inc. Class A | 0.00% | 25 | $2K | No change |
| CHWY Chewy Inc. Class A | 0.00% | 100 | $2K | No change |
| PH Parker Hannifin Corp. | 0.00% | 2 | $2K | Reduce -60.0% |
| TEAM Atlassian Corp. Class A | 0.00% | 25 | $2K | Add +19.1% |
| SLDP Solid Power Inc. | 0.00% | 750 | $2K | No change |
| SSO Proshares Ultra S&P500 | 0.00% | 28 | $2K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.00% | 33 | $2K | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 69 | $2K | Reduce -47.3% |
| SCHK Schwab 1000 Index ETF | 0.00% | 50 | $2K | No change |
| AMT American Tower Corp. | 0.00% | 11 | $2K | Reduce -57.7% |
| BSY Bentley Systems Inc. Class B | 0.00% | 60 | $2K | No change |
| GIS General Mills Inc. | 0.00% | 50 | $2K | New |
| MLM Martin Marietta Materials | 0.00% | 3 | $2K | No change |
| VXF Vanguard Extended Market ETF | 0.00% | 7 | $2K | No change |
| TSN Tyson Foods Inc. Class A | 0.00% | 30 | $2K | No change |
| PSLV Sprott Physical Silver Trust | 0.00% | 90 | $2K | New |
| EVRG Evergy Inc. | 0.00% | 19 | $2K | No change |
| BITB Bitwise Bitcoin ETF | 0.00% | 50 | $2K | No change |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.00% | 21 | $2K | No change |
| ED Consolidated Edison Inc. | 0.00% | 14 | $2K | No change |
| XEL Xcel Energy Inc. | 0.00% | 19 | $2K | No change |
| QS Quantumscape Corp. | 0.00% | 200 | $2K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 21 | $2K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 3 | $1K | No change |
| WYNN WYNN Resorts Ltd. | 0.00% | 15 | $1K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 30 | $1K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 15 | $1K | No change |
| CSGP Costar Group Inc. | 0.00% | 50 | $1K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 12 | $1K | No change |
| RMD Resmed Inc. | 0.00% | 7 | $1K | No change |
| BDX Becton Dickinson and Co. | 0.00% | 9 | $1K | No change |
| TDG Transdigm Group Inc. | 0.00% | 1 | $1K | No change |
| SYF Synchrony Financial | 0.00% | 17 | $1K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 9 | $1K | No change |
| PSA Public Storage | 0.00% | 4 | $1K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 54 | $1K | Add +1.9% |
| VRSK Verisk Analytics Inc. | 0.00% | 7 | $1K | No change |
| AEP American Electric Power | 0.00% | 9 | $1K | New |
| MQY BlackRock Muniyield Quality | 0.00% | 106 | $1K | New |
| ROL Rollins Inc. | 0.00% | 29 | $1K | No change |
| SNA Snap-on Inc. | 0.00% | 3 | $1K | No change |
| IYH iShares U.S. Healthcare ETF | 0.00% | 18 | $1K | New |
| MOH Molina Healthcare Inc. | 0.00% | 5 | $1K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 28 | $1K | No change |
| LUV Southwest Airlines Co. | 0.00% | 22 | $1K | No change |
| SPG Simon Property Group Inc. | 0.00% | 5 | $1K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 14 | $1K | No change |
| EQIX Equinix Inc. | 0.00% | 1 | $1K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.00% | 39 | $1K | No change |
| PVL Permianville Royalty Trust | 0.00% | 600 | $1K | No change |
| TIP iShares Tips Bond ETF | 0.00% | 9 | $985 | New |
| CCI Crown Castle Inc. | 0.00% | 13 | $984 | No change |
| ARKK ARK Innovation ETF | 0.00% | 12 | $970 | New |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 10 | $964 | New |
| NSC Norfolk Southern Corp. | 0.00% | 3 | $944 | No change |
| ZTS Zoetis Inc. | 0.00% | 13 | $934 | No change |
| GEHC GE Healthcare Technology | 0.00% | 14 | $899 | Add +250.0% |
| GLPI Gaming and Leisure Propertie | 0.00% | 19 | $846 | No change |
| SERV Serve Robotics Inc. | 0.00% | 125 | $822 | New |
| GSSC Goldman Sachs Activebeta US | 0.00% | 9 | $821 | New |
| ZM Zoom Communications Inc. | 0.00% | 9 | $777 | New |
| RBLX Roblox Corp. Class A | 0.00% | 14 | $761 | No change |
| AVB Avalonbay Communities Inc. | 0.00% | 4 | $755 | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 15 | $741 | New |
| TRIP Tripadvisor Inc. | 0.00% | 54 | $740 | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 34 | $728 | No change |
| FETH Fidelity Ethereum Fund | 0.00% | 46 | $724 | No change |
| QETH Invesco Galaxy Eth ETF | 0.00% | 46 | $723 | No change |
| SES Ses AI Corp. | 0.00% | 750 | $720 | No change |
| FG F&G Annuities & Life Inc. | 0.00% | 27 | $718 | No change |
| FCPT Four Corners Property Trust | 0.00% | 29 | $712 | Reduce -78.7% |
| VEEV Veeva Systems Inc. Class A | 0.00% | 4 | $710 | No change |
| WDS Woodside Energy Group-ADR | 0.00% | 36 | $696 | No change |
| HON Honeywell International Inc. | 0.00% | 3 | $672 | No change |
| HONA Honeywell Aerospace Inc. | 0.00% | 3 | $663 | No change |
| OGN Organon & Co. | 0.00% | 48 | $650 | Add +4.3% |
| UDR Udr Inc. | 0.00% | 16 | $639 | No change |
| WDC Western Digital Corp. | 0.00% | 1 | $639 | New |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 47 | $622 | No change |
| IDV iShares International Select | 0.00% | 15 | $621 | New |
| OHI Omega Healthcare Investors | 0.00% | 13 | $620 | No change |
| HGER Harbor Commodity All Weather | 0.00% | 21 | $616 | New |
| PK Park Hotels & Resorts Inc. | 0.00% | 43 | $613 | Reduce -82.9% |
| FDXF FedEx Freight Holding Co. | 0.00% | 4 | $604 | No change |
| VTRS Viatris Inc. | 0.00% | 38 | $600 | Add +375.0% |
| TFC Truist Financial Corp. | 0.00% | 12 | $598 | New |
| EMAT Evolution Metals & Technolog | 0.00% | 90 | $595 | New |
| APO Apollo Global Management Inc. | 0.00% | 5 | $592 | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 17 | $569 | No change |
| SOUN Soundhound AI Inc. Class A | 0.00% | 87 | $563 | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 6 | $545 | No change |
| SBAC SBA Communications Corp. | 0.00% | 3 | $529 | No change |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 5 | $515 | No change |
| TFLO iShares Treasury Floating Ra | 0.00% | 10 | $506 | Reduce -84.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.00% | 3 | $485 | New |
| PAVE Global X US Infrastructure | 0.00% | 8 | $471 | New |
| VSNT Versant Media Group Inc. | 0.00% | 13 | $468 | No change |
| KNX Knight-Swift Transportation | 0.00% | 6 | $467 | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 9 | $459 | No change |
| STLD Steel Dynamics Inc. | 0.00% | 2 | $459 | New |
| CRI Carter's Inc. | 0.00% | 11 | $453 | No change |
| JMBS Janus Henderson Mortg Backed | 0.00% | 10 | $450 | New |
| NUE Nucor Corp. | 0.00% | 2 | $446 | No change |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.00% | 5 | $442 | New |
| TGT Target Corp. | 0.00% | 3 | $392 | No change |
| WAT Waters Corp. | 0.00% | 1 | $375 | No change |
| SG Sweetgreen Inc. Class A | 0.00% | 40 | $352 | No change |
| MDB Mongodb Inc. | 0.00% | 1 | $336 | New |
| OWL Blue Owl Capital Inc. | 0.00% | 38 | $332 | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 28 | $317 | Add +16.7% |
| JLL Jones Lang Lasalle Inc. | 0.00% | 1 | $310 | No change |
| VAC Marriott Vacations World | 0.00% | 3 | $306 | No change |
| TNL Travel + Leisure Co. | 0.00% | 4 | $306 | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 3 | $301 | New |
| AVRE Avantis Real Estate ETF | 0.00% | 6 | $284 | No change |
| HII Huntington Ingalls Industrie | 0.00% | 1 | $280 | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 3 | $270 | New |
| PPL PPL Corp. | 0.00% | 7 | $254 | New |
| SCHI Schwab 5-10 Year Corporate B | 0.00% | 11 | $249 | No change |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.00% | 11 | $246 | New |
| ETHE Grayscale Ethereum Staking E | 0.00% | 19 | $242 | New |
| ALL Allstate Corp. | 0.00% | 1 | $238 | New |
| SBRA Sabra Health Care REIT Inc. | 0.00% | 12 | $234 | No change |
| WEC WEC Energy Group Inc. | 0.00% | 2 | $234 | No change |
| COPX Global X Copper Miners ETF | 0.00% | 3 | $231 | New |
| SMBS Schwab MBS ETF | 0.00% | 9 | $229 | No change |
| BKE The Buckle Inc. | 0.00% | 5 | $211 | No change |
| CVS CVS Health Corp. | 0.00% | 2 | $207 | New |
| ATMU Atmus Filtration Technologie | 0.00% | 4 | $204 | New |
| IMCG iShares Morningstar Mid-Cap | 0.00% | 2 | $197 | New |
| CRCL Circle Internet Group Inc. | 0.00% | 3 | $185 | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 3 | $173 | New |
| ANGI Angi Inc. | 0.00% | 28 | $167 | No change |
| HAUZ Xtrackers Intl Real Estate | 0.00% | 7 | $157 | Reduce -12.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 1 | $142 | No change |
| RXRX Recursion Pharmaceuticals-A | 0.00% | 38 | $139 | Reduce -93.0% |
| GRAL Grail Inc. | 0.00% | 2 | $137 | No change |
| TREE Lendingtree Inc. | 0.00% | 3 | $133 | No change |
| SCHR Schwab Intermediate-Term US | 0.00% | 5 | $123 | No change |
| URA Global X Uranium ETF | 0.00% | 3 | $121 | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.00% | 4 | $112 | Reduce -20.0% |
| AVGE Avantis All Eqty Mrkts ETF | 0.00% | 1 | $99 | New |
| MBB iShares MBS ETF | 0.00% | 1 | $95 | No change |
| SPIP SS SPDR P Tips ETF | 0.00% | 3 | $77 | No change |
| NLOP Net Lease Office Property | 0.00% | 6 | $67 | No change |
| UPBD Upbound Group Inc. | 0.00% | 3 | $64 | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.00% | 1 | $56 | No change |
| DFEN Direx DLY Aeros & DF BL3X-Ui | 0.00% | 1 | $53 | Reduce -98.5% |
| OKLO Oklo Inc. | 0.00% | 1 | $52 | New |
| CCOI Cogent Communications Holdin | 0.00% | 3 | $46 | No change |
| EBND State Street SPDR Bloomberg | 0.00% | 2 | $42 | No change |
| BITO Proshares Bitcoin ETF-Usd | 0.00% | 1 | $9 | No change |
| LAND Gladstone Land Corp. | 0.00% | 1 | $8 | Reduce -80.0% |
| EMBC Embecta Corp. | 0.00% | 1 | $3 | No change |