| AAPL Apple Inc. | 5.10% | 279,740 | $76.1M | Reduce -4.4% |
| IBDR iShares Ibonds Dec 2026 Term | 3.27% | 2,013,302 | $48.8M | Add +11.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 3.23% | 1,982,691 | $48.1M | Add +35.8% |
| MSFT Microsoft Corp. | 3.01% | 92,746 | $44.9M | Add +0.2% |
| NVDA Nvidia Corp. | 2.86% | 228,261 | $42.6M | Reduce -1.9% |
| IBDU iShares Ibonds Dec 2029 Term | 2.53% | 1,613,448 | $37.8M | Add +55.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.47% | 1,446,008 | $36.8M | Add +20.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.19% | 1,478,715 | $32.6M | Add +49.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.06% | 894,718 | $30.7M | Add +3.0% |
| SCHX Schwab US Large-Cap ETF | 1.73% | 958,031 | $25.8M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.71% | 75,905 | $25.4M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 1.64% | 38,939 | $24.4M | Add +0.7% |
| LLY Eli Lilly & Co. | 1.64% | 22,689 | $24.4M | Reduce -0.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.59% | 1,119,214 | $23.7M | Add +17.3% |
| IBDX iShares Ibonds Dec 2032 TC | 1.47% | 856,087 | $21.9M | Add +18.6% |
| JPM JPMorgan Chase & Co. | 1.41% | 65,249 | $21.0M | Add +1.7% |
| AMZN Amazon.com Inc. | 1.37% | 88,689 | $20.5M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 1.30% | 87,863 | $19.3M | Add +0.3% |
| AVGO Broadcom Inc. | 1.29% | 55,484 | $19.2M | Reduce -5.0% |
| VGT Vanguard Info Tech ETF | 1.29% | 25,436 | $19.2M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.25% | 59,354 | $18.6M | Reduce -5.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 28,380 | $17.4M | Reduce -5.3% |
| TSLA Tesla Inc. | 1.06% | 35,165 | $15.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.04% | 49,503 | $15.5M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 1.01% | 549,366 | $15.1M | Add +5.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.99% | 197,155 | $14.8M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.96% | 68,935 | $14.3M | Reduce -2.4% |
| BMY Bristol-Myers Squibb Co. | 0.94% | 260,569 | $14.1M | Reduce -14.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 20,232 | $13.8M | Add +2.1% |
| XLK SS Technology Select Sector | 0.87% | 89,591 | $12.9M | Add +1.6% |
| ABBV Abbvie Inc. | 0.81% | 52,789 | $12.1M | Reduce -1.2% |
| HD Home Depot Inc. | 0.81% | 35,013 | $12.0M | Reduce -0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.81% | 24,978 | $12.0M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.77% | 80,280 | $11.5M | Reduce -4.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.76% | 494,443 | $11.3M | Add +69.5% |
| WMT Walmart Inc. | 0.74% | 99,481 | $11.1M | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.68% | 146,511 | $10.2M | Reduce -2.4% |
| IWF iShares Russell 1000 Growth | 0.67% | 21,228 | $10.0M | Reduce -5.5% |
| AMGN Amgen Inc. | 0.64% | 29,215 | $9.6M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 18,877 | $9.5M | Reduce -0.6% |
| CATH Global X S&P 500 Ca Val ETF | 0.63% | 114,379 | $9.4M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 31,266 | $9.3M | Reduce -1.8% |
| VYM Vanguard High DVD Yield ETF | 0.59% | 61,520 | $8.8M | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.56% | 12,567 | $8.3M | Reduce -1.4% |
| RTX RTX Corp. | 0.55% | 44,614 | $8.2M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.55% | 67,917 | $8.2M | Add +2.1% |
| KO The Coca-Cola Co. | 0.53% | 112,096 | $7.8M | Reduce -0.7% |
| SO The Southern Co. | 0.53% | 89,786 | $7.8M | Reduce -1.8% |
| EPD Enterprise Products Partners | 0.52% | 243,112 | $7.8M | Reduce -1.1% |
| V Visa Inc. Class A | 0.51% | 21,600 | $7.6M | Add +0.9% |
| SCHF Schwab Intl Equity ETF | 0.49% | 303,429 | $7.3M | Add +8.1% |
| MCD McDonald's Corp. | 0.46% | 22,458 | $6.9M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.45% | 64,281 | $6.8M | Add +0.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.45% | 155,657 | $6.6M | Add +4.2% |
| AFL Aflac Inc. | 0.44% | 59,881 | $6.6M | Add +0.5% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.44% | 201,960 | $6.6M | Add +38.1% |
| GLD SPDR Gold Shares | 0.44% | 16,438 | $6.5M | Add +0.7% |
| PM Philip Morris International | 0.43% | 40,231 | $6.5M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 0.42% | 85,440 | $6.3M | Reduce -0.0% |
| PEP Pepsico Inc. | 0.40% | 41,978 | $6.0M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.39% | 10,023 | $5.7M | Reduce -3.7% |
| IWB iShares Russell 1000 ETF | 0.37% | 14,901 | $5.6M | Add +2.1% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 57,634 | $5.5M | Reduce -3.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.37% | 215,536 | $5.5M | Add +27.7% |
| XLP SS Consumer Staples Sel Sect | 0.37% | 71,053 | $5.5M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 27,550 | $5.3M | Add +1.0% |
| FITB Fifth Third Bancorp | 0.35% | 112,334 | $5.3M | Add +2.2% |
| EMR Emerson Electric Co. | 0.35% | 39,608 | $5.3M | Reduce -0.7% |
| CVX Chevron Corp. | 0.35% | 33,866 | $5.2M | Reduce -10.0% |
| XLV SS Health Care Select Sector | 0.34% | 32,587 | $5.0M | Reduce -3.2% |
| COST Costco Wholesale Corp. | 0.33% | 5,764 | $5.0M | Add +2.0% |
| AXP American Express Co. | 0.33% | 13,150 | $4.9M | Add +1.1% |
| IBMP iShares Ibonds Dec 2027 Term | 0.31% | 183,054 | $4.6M | Add +25.6% |
| ORCL Oracle Corp. | 0.31% | 23,829 | $4.6M | Add +0.8% |
| Z Zillow Group Inc. Class C | 0.31% | 66,685 | $4.5M | Reduce -0.0% |
| AGG iShares Core U.S. Aggregate | 0.30% | 44,439 | $4.4M | Add +2.5% |
| GD General Dynamics Corp. | 0.30% | 13,159 | $4.4M | Reduce -2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 9,022 | $4.4M | Reduce -1.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 48,844 | $4.4M | Reduce -0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.29% | 47,106 | $4.3M | Add +0.7% |
| MO Altria Group Inc. | 0.27% | 68,822 | $4.0M | Reduce -1.6% |
| VHT Vanguard Health Care ETF | 0.26% | 13,610 | $3.9M | Reduce -5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 70,275 | $3.9M | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.26% | 22,494 | $3.8M | Reduce -0.8% |
| PGR Progressive Corp. | 0.26% | 16,879 | $3.8M | Add +1.1% |
| NEE Nextera Energy Inc. | 0.25% | 46,520 | $3.7M | Reduce -2.0% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.25% | 145,978 | $3.7M | Add +41.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 23,945 | $3.7M | Add +2.3% |
| CSCO Cisco Systems Inc. | 0.25% | 47,591 | $3.7M | Add +0.5% |
| GILD Gilead Sciences Inc. | 0.24% | 29,632 | $3.6M | Add +0.2% |
| ED Consolidated Edison Inc. | 0.24% | 36,540 | $3.6M | Add +2.3% |
| IWM iShares Russell 2000 ETF | 0.24% | 14,585 | $3.6M | Add +0.3% |
| TXN Texas Instruments Inc. | 0.24% | 20,409 | $3.5M | Add +7.6% |
| SLV iShares Silver Trust | 0.24% | 54,405 | $3.5M | Reduce -0.6% |
| KMI Kinder Morgan Inc. | 0.23% | 126,044 | $3.5M | Add +6.0% |
| SYK Stryker Corp. | 0.23% | 9,803 | $3.4M | Add +4.5% |
| LRCX Lam Research Corp. | 0.23% | 19,822 | $3.4M | Reduce -7.5% |
| STX Seagate Technology Holdings | 0.22% | 12,119 | $3.3M | Reduce -5.6% |
| MDT Medtronic PLC | 0.22% | 34,566 | $3.3M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 0.22% | 4,847 | $3.3M | Reduce -11.4% |
| VIGI Vanguard Int Div App Indx FD | 0.22% | 36,121 | $3.3M | Add +5.2% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.22% | 46,777 | $3.3M | Add +0.0% |
| WFC Wells Fargo & Co. | 0.21% | 33,847 | $3.2M | Add +4.9% |
| LOW Lowe's Cos Inc. | 0.20% | 12,642 | $3.0M | Reduce -0.1% |
| WELL Welltower Inc. | 0.20% | 16,190 | $3.0M | Add +4.3% |
| ABT Abbott Laboratories | 0.20% | 23,829 | $3.0M | Reduce -2.1% |
| WMB Williams Cos Inc. | 0.20% | 49,271 | $3.0M | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 5,007 | $2.9M | Reduce -3.4% |
| WCN Waste Connections Inc. | 0.19% | 15,930 | $2.8M | Add +4.9% |
| DLR Digital Realty Trust Inc. | 0.18% | 17,551 | $2.7M | Add +3.9% |
| ZG Zillow Group Inc. Class A | 0.18% | 39,293 | $2.7M | No change |
| HCA HCA Healthcare Inc. | 0.18% | 5,620 | $2.6M | Reduce -1.4% |
| AEP American Electric Power | 0.18% | 22,718 | $2.6M | Reduce -0.1% |
| DUK Duke Energy Corp. | 0.17% | 21,828 | $2.6M | Reduce -0.4% |
| MU Micron Technology Inc. | 0.17% | 8,919 | $2.5M | Reduce -7.8% |
| XEL Xcel Energy Inc. | 0.17% | 34,360 | $2.5M | Add +4.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 8,682 | $2.5M | Reduce -3.5% |
| KMB Kimberly-Clark Corp. | 0.17% | 24,710 | $2.5M | Reduce -7.0% |
| ADP Automatic Data Processing | 0.17% | 9,669 | $2.5M | Reduce -1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.16% | 45,612 | $2.4M | Reduce -0.0% |
| IAU iShares Gold Trust | 0.15% | 28,358 | $2.3M | No change |
| ITW Illinois Tool Works | 0.15% | 9,017 | $2.2M | Add +0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.15% | 12,377 | $2.2M | Reduce -5.0% |
| DNP DNP Select Income Fund Inc. | 0.14% | 216,111 | $2.2M | Reduce -2.8% |
| VOOG Vanguard S&P 500 Growth ETF | 0.14% | 4,825 | $2.1M | Add +5.0% |
| NOBL Proshares S&P 500 Dividend A | 0.14% | 20,399 | $2.1M | Reduce -1.3% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.14% | 42,353 | $2.1M | Reduce -6.0% |
| PANW Palo Alto Networks Inc. | 0.13% | 10,428 | $1.9M | Add +2.8% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.13% | 74,015 | $1.9M | Add +9.3% |
| REGN Regeneron Pharmaceuticals | 0.13% | 2,431 | $1.9M | Add +1.2% |
| VZ Verizon Communications Inc. | 0.13% | 45,853 | $1.9M | Reduce -8.8% |
| IBKR Interactive Brokers Gro Class A | 0.12% | 28,881 | $1.9M | Add +5.0% |
| DE Deere & Co. | 0.12% | 3,963 | $1.8M | Reduce -0.6% |
| PFF iShares Preferred & Income S | 0.12% | 58,295 | $1.8M | Reduce -7.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.12% | 3,870 | $1.8M | Add +6.6% |
| WM Waste Management Inc. | 0.12% | 7,978 | $1.8M | Reduce -3.2% |
| WDAY Workday Inc. Class A | 0.12% | 8,114 | $1.7M | Add +3.3% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.12% | 26,565 | $1.7M | New |
| BYRN Byrna Technologies Inc. | 0.12% | 102,610 | $1.7M | No change |
| IVW iShares S&P 500 Growth ETF | 0.11% | 13,854 | $1.7M | No change |
| LMT Lockheed Martin Corp. | 0.11% | 3,525 | $1.7M | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.11% | 7,925 | $1.7M | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.11% | 7,993 | $1.7M | Reduce -0.9% |
| GIS General Mills Inc. | 0.11% | 35,870 | $1.7M | Reduce -11.2% |
| VRT Vertiv Holdings Co. Class A | 0.11% | 10,116 | $1.6M | Reduce -4.6% |
| UNH Unitedhealth Group Inc. | 0.11% | 4,842 | $1.6M | Reduce -3.8% |
| CRM Salesforce Inc. | 0.11% | 5,976 | $1.6M | Add +1.5% |
| NFLX Netflix Inc. | 0.11% | 16,838 | $1.6M | Reduce -5.6% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 28,898 | $1.6M | Reduce -1.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 2 | $1.5M | No change |
| JAZZ Jazz Pharmaceuticals PLC | 0.10% | 8,796 | $1.5M | Reduce -5.4% |
| ISRG Intuitive Surgical Inc. | 0.10% | 2,623 | $1.5M | Reduce -0.9% |
| BUFF Innovator Laddered Allocatio | 0.10% | 29,700 | $1.5M | No change |
| BLK BlackRock Inc. | 0.10% | 1,354 | $1.4M | Add +0.5% |
| PFE Pfizer Inc. | 0.10% | 57,441 | $1.4M | Reduce -37.7% |
| DVY iShares Select Dividend ETF | 0.10% | 10,065 | $1.4M | Add +0.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.09% | 23,458 | $1.4M | Reduce -36.6% |
| NSC Norfolk Southern Corp. | 0.09% | 4,865 | $1.4M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.09% | 1,574 | $1.4M | No change |
| HON Honeywell International Inc. | 0.09% | 7,049 | $1.4M | Reduce -5.8% |
| VCR Vanguard Consumer Discre ETF | 0.09% | 3,487 | $1.4M | Reduce -4.5% |
| SHOP Shopify Inc. Class A | 0.09% | 8,417 | $1.4M | Reduce -0.7% |
| MRVL Marvell Technology Inc. | 0.09% | 15,883 | $1.3M | Reduce -13.6% |
| TMFC Motley Fool 100 Index ETF | 0.09% | 18,479 | $1.3M | Add +4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 11,599 | $1.3M | Reduce -2.4% |
| NXPI NXP Semiconductors NV | 0.09% | 6,035 | $1.3M | Add +12.2% |
| IEF iShares 7-10 Year Treasury B | 0.09% | 13,543 | $1.3M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 4,234 | $1.3M | Reduce -12.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.09% | 17,036 | $1.3M | Add +272.9% |
| AMAT Applied Materials Inc. | 0.08% | 4,907 | $1.3M | Add +0.3% |
| EFX Equifax Inc. | 0.08% | 5,734 | $1.2M | Add +39.9% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,899 | $1.2M | Reduce -5.3% |
| BX Blackstone Inc. | 0.08% | 7,704 | $1.2M | No change |
| ZTS Zoetis Inc. | 0.08% | 9,375 | $1.2M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 21,834 | $1.2M | Add +3.0% |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 22,780 | $1.1M | Reduce -10.2% |
| FCX Freeport-McMoran Inc. | 0.08% | 22,160 | $1.1M | Reduce -5.5% |
| PAYX Paychex Inc. | 0.08% | 10,017 | $1.1M | Add +1.7% |
| ETN Eaton Corp. PLC | 0.08% | 3,513 | $1.1M | Reduce -2.3% |
| SMH Vaneck Semiconductor ETF | 0.07% | 3,088 | $1.1M | Reduce -10.8% |
| POCT Innovator U.S. Equity Power | 0.07% | 24,895 | $1.1M | Add +32.3% |
| PEG Public Service Enterprise GP | 0.07% | 13,305 | $1.1M | Reduce -2.7% |
| EQIX Equinix Inc. | 0.07% | 1,385 | $1.1M | Reduce -22.2% |
| INTC Intel Corp. | 0.07% | 28,710 | $1.1M | Reduce -0.3% |
| MS Morgan Stanley | 0.07% | 5,967 | $1.1M | Add +2.9% |
| NOC Northrop Grumman Corp. | 0.07% | 1,854 | $1.1M | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.07% | 6,875 | $1.1M | Reduce -3.0% |
| DASH DoorDash Inc. Class A | 0.07% | 4,637 | $1.1M | Add +9.2% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 7,253 | $1.0M | No change |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 7,421 | $1.0M | Reduce -0.1% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.07% | 38,334 | $999K | Add +20.7% |
| AIRR First Trust Rba American Ind | 0.07% | 10,085 | $992K | Add +30.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 10,280 | $968K | Reduce -0.9% |
| CMCSA Comcast Corp. Class A | 0.06% | 32,298 | $965K | Reduce -19.1% |
| IBB iShares Biotechnology ETF | 0.06% | 5,712 | $964K | Reduce -9.0% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 15,369 | $960K | No change |
| CSX CSX Corp. | 0.06% | 26,464 | $959K | Reduce -0.1% |
| KLAC KLA Corp. | 0.06% | 789 | $958K | Reduce -10.1% |
| C Citigroup Inc. | 0.06% | 7,998 | $933K | Reduce -4.7% |
| MMM 3M Co. | 0.06% | 5,775 | $925K | Reduce -0.3% |
| DHR Danaher Corp. | 0.06% | 4,020 | $920K | Add +6.8% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 7,605 | $914K | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.06% | 3,947 | $913K | Reduce -1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.06% | 12,361 | $909K | Reduce -12.0% |
| MCO Moody's Corp. | 0.06% | 1,728 | $883K | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.06% | 1,509 | $861K | Reduce -4.1% |
| PHYS Sprott Physical Gold Trust | 0.06% | 25,975 | $858K | Add +30.5% |
| WEC WEC Energy Group Inc. | 0.06% | 8,008 | $845K | Add +1.5% |
| CCC CCC Intelligent Solutions Ho | 0.06% | 105,000 | $835K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.06% | 18,766 | $832K | Reduce -4.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.06% | 9,914 | $821K | No change |
| PRK Park National Corp. | 0.06% | 5,393 | $821K | No change |
| MUB iShares National Muni Bond E | 0.05% | 7,604 | $814K | Reduce -0.1% |
| RACE Ferrari NV | 0.05% | 2,189 | $809K | Reduce -1.4% |
| DFUV Dimensional US Marketwide Va | 0.05% | 17,170 | $800K | No change |
| CL Colgate-Palmolive Co. | 0.05% | 10,118 | $800K | Add +13.6% |
| LCTU iShares U.S. Carbon Transiti | 0.05% | 10,759 | $797K | Reduce -0.1% |
| IGM iShares Expanded Tech Sector | 0.05% | 6,158 | $795K | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 739 | $791K | Reduce -17.6% |
| HSY The Hershey Co. | 0.05% | 4,292 | $781K | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.05% | 3,156 | $780K | Add +2.4% |
| ET Energy Transfer LP | 0.05% | 46,616 | $769K | Add +0.2% |
| IWO iShares Russell 2000 Growth | 0.05% | 2,373 | $766K | Reduce -1.0% |
| FIX Comfort Systems USA Inc. | 0.05% | 803 | $749K | Reduce -14.4% |
| NBIX Neurocrine Biosciences Inc. | 0.05% | 5,243 | $744K | Add +0.5% |
| TPG TPG Inc. | 0.05% | 11,626 | $742K | Reduce -1.2% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 11,036 | $728K | Reduce -0.1% |
| TFC Truist Financial Corp. | 0.05% | 14,755 | $726K | Reduce -47.5% |
| GPN Global Payments Inc. | 0.05% | 9,347 | $723K | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.05% | 7,459 | $716K | Add +0.2% |
| PNC PNC Financial Services Group | 0.05% | 3,410 | $712K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.05% | 9,538 | $707K | Add +0.1% |
| HDV iShares Core High Dividend E | 0.05% | 5,772 | $702K | Reduce -24.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.05% | 6,236 | $697K | Reduce -5.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.05% | 3,072 | $690K | Reduce -7.5% |
| SPG Simon Property Group Inc. | 0.05% | 3,714 | $687K | Add +0.1% |
| AON Aon PLC Class A | 0.05% | 1,935 | $683K | Add +1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 1,445 | $677K | Reduce -0.2% |
| GEV GE Vernova Inc. | 0.05% | 1,034 | $676K | Reduce -6.6% |
| VFLO Victoryshares Free Cash Flow | 0.04% | 17,041 | $671K | Add +23.2% |
| FSS Federal Signal Corp. | 0.04% | 6,131 | $666K | Reduce -0.1% |
| TRV The Travelers Cos Inc. | 0.04% | 2,245 | $651K | Reduce -8.7% |
| MAR Marriott International Class A | 0.04% | 2,083 | $646K | Reduce -0.1% |
| CB Chubb Ltd. | 0.04% | 2,023 | $631K | Add +0.9% |
| DEO Diageo PLC-Sponsored ADR | 0.04% | 7,312 | $631K | Reduce -20.6% |
| COF Capital One Financial Corp. | 0.04% | 2,588 | $627K | Reduce -4.3% |
| USB US Bancorp | 0.04% | 11,632 | $621K | Reduce -1.4% |
| XLE SS Energy Select Sector | 0.04% | 13,736 | $614K | Reduce -0.5% |
| BGRN iShares Usd Green Bond ETF | 0.04% | 12,766 | $612K | Reduce -0.1% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.04% | 14,792 | $610K | Add +16.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.04% | 2,434 | $609K | Add +37.4% |
| IWN iShares Russell 2000 Value E | 0.04% | 3,353 | $608K | Add +0.0% |
| CME Cme Group Inc. | 0.04% | 2,211 | $604K | Reduce -1.9% |
| T AT&T Inc. | 0.04% | 24,218 | $602K | Reduce -16.4% |
| COP Conocophillips | 0.04% | 6,407 | $600K | Add +51.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 15,591 | $598K | Add +7.7% |
| LIN Linde PLC | 0.04% | 1,395 | $595K | Reduce -11.5% |
| CW Curtiss-Wright Corp. | 0.04% | 1,001 | $552K | Reduce -1.2% |
| GLW Corning Inc. | 0.04% | 6,292 | $551K | Reduce -5.5% |
| LNC Lincoln National Corp. | 0.04% | 12,241 | $545K | Reduce -4.5% |
| USLM United States Lime & Mineral | 0.04% | 4,500 | $539K | No change |
| CARR Carrier Global Corp. | 0.04% | 10,131 | $535K | Add +2.6% |
| XLF SS Financial Select Sector | 0.04% | 9,762 | $535K | Reduce -2.0% |
| PPL PPL Corp. | 0.04% | 15,109 | $529K | Reduce -2.1% |
| GLDM SPDR Gold Minishares Trust | 0.04% | 6,105 | $521K | No change |
| ACN Accenture PLC Class A | 0.03% | 1,922 | $516K | Add +88.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.03% | 4,933 | $511K | Reduce -10.7% |
| UTG Reaves Utility Income Fund | 0.03% | 13,740 | $503K | Reduce -2.6% |
| CMI Cummins Inc. | 0.03% | 981 | $501K | Add +2.1% |
| INTU Intuit Inc. | 0.03% | 755 | $500K | Reduce -16.0% |
| CP Canadian Pacific Kansas City | 0.03% | 6,691 | $493K | Reduce -18.9% |
| SUSA iShares ESG Optimized MSCI U | 0.03% | 3,530 | $492K | Add +0.0% |
| BDX Becton Dickinson and Co. | 0.03% | 2,518 | $489K | Add +0.8% |
| CEG Constellation Energy | 0.03% | 1,366 | $483K | Reduce -0.4% |
| EAGG iShares ESG Aware US Aggrega | 0.03% | 10,034 | $480K | Reduce -0.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 36,398 | $478K | Add +10.6% |
| USXF iShares ESG Advance MSCI USA | 0.03% | 8,214 | $473K | No change |
| XLC SS Comm Select Sector SPDR | 0.03% | 3,993 | $470K | Reduce -0.1% |
| BTI British American Tob-SP ADR | 0.03% | 8,197 | $464K | Reduce -0.6% |
| NUBD Nuveen ESG US Aggregate Bond | 0.03% | 20,404 | $456K | No change |
| TSCO Tractor Supply Company | 0.03% | 9,098 | $455K | Reduce -5.8% |
| AZO AutoZone Inc. | 0.03% | 134 | $454K | No change |
| O Realty Income Corp. | 0.03% | 8,041 | $453K | Add +5.1% |
| WWD Woodward Inc. | 0.03% | 1,498 | $453K | Reduce -0.3% |
| PSEP Innovator U.S. Equity Power | 0.03% | 10,242 | $448K | Reduce -11.7% |
| MET Metlife Inc. | 0.03% | 5,662 | $447K | Add +4.2% |
| UL Unilever PLC-Sponsored ADR | 0.03% | 6,749 | $441K | Reduce -0.3% |
| CAH Cardinal Health Inc. | 0.03% | 2,145 | $441K | Add +2.8% |
| PAPR Innovator U.S. Equity Power | 0.03% | 11,221 | $439K | Reduce -5.0% |
| PAUG Innovator U.S. Equity Power | 0.03% | 10,144 | $439K | No change |
| TGT Target Corp. | 0.03% | 4,476 | $438K | Add +36.3% |
| OKE Oneok Inc. | 0.03% | 5,951 | $437K | Reduce -31.8% |
| BMRN Biomarin Pharmaceutical Inc. | 0.03% | 7,310 | $434K | New |
| DRI Darden Restaurants Inc. | 0.03% | 2,336 | $430K | Reduce -4.3% |
| ICE Intercontinental Exchange Inc. | 0.03% | 2,644 | $428K | Add +2.8% |
| CCL Carnival Corp. | 0.03% | 14,017 | $428K | Reduce -0.1% |
| HAS Hasbro Inc. | 0.03% | 5,210 | $427K | Reduce -0.1% |
| FDX FedEx Corp. | 0.03% | 1,473 | $425K | Add +4.3% |
| RSG Republic Services Inc. | 0.03% | 1,973 | $418K | Add +0.9% |
| TDV Proshares S&P Tech DVD Arist | 0.03% | 4,822 | $418K | Reduce -3.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 3,584 | $416K | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,599 | $412K | Reduce -10.1% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 2,316 | $412K | Add +1.7% |
| SLF Sun Life Financial Inc. | 0.03% | 6,441 | $402K | Reduce -3.4% |
| HII Huntington Ingalls Industrie | 0.03% | 1,180 | $401K | Add +0.3% |
| EW Edwards Lifesciences Corp. | 0.03% | 4,680 | $399K | Reduce -5.7% |
| VCLT Vanguard Long-Term Corp. Bond | 0.03% | 5,195 | $394K | No change |
| NKE Nike Inc. Class B | 0.03% | 6,171 | $393K | Reduce -2.4% |
| SYY Sysco Corp. | 0.03% | 5,316 | $392K | Reduce -1.5% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 2,828 | $390K | Reduce -9.5% |
| ALL Allstate Corp. | 0.03% | 1,872 | $390K | Add +20.9% |
| KRYS Krystal Biotech Inc. | 0.03% | 1,579 | $389K | Reduce -21.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 4,878 | $389K | Reduce -0.3% |
| CRH CRH PLC | 0.03% | 3,082 | $385K | No change |
| VXUS Vanguard Total Intl Stock | 0.03% | 5,003 | $377K | Add +13.0% |
| IXN iShares Global Tech ETF | 0.02% | 3,500 | $368K | No change |
| CI The Cigna Group | 0.02% | 1,331 | $366K | Add +0.7% |
| GPC Genuine Parts Co. | 0.02% | 2,973 | $366K | Reduce -5.9% |
| OTIS Otis Worldwide Corp. | 0.02% | 4,144 | $362K | Add +5.3% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 2,434 | $362K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 1,193 | $360K | No change |
| ELV Elevance Health Inc. | 0.02% | 1,011 | $354K | Add +3.0% |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 2,090 | $354K | No change |
| IHI iShares U.S. Medical Devices | 0.02% | 5,679 | $353K | Reduce -2.1% |
| SCHW Schwab (charles) Corp. | 0.02% | 3,529 | $353K | Reduce -3.0% |
| BPRE Bluerock Private Real Estate | 0.02% | 23,467 | $352K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.02% | 2,694 | $347K | No change |
| PSX Phillips 66 | 0.02% | 2,688 | $347K | No change |
| TRGP Targa Resources Corp. | 0.02% | 1,874 | $346K | Add +0.1% |
| DDOG Datadog Inc. Class A | 0.02% | 2,539 | $345K | Add +2.3% |
| BR Broadridge Financial Solutio | 0.02% | 1,547 | $345K | No change |
| YUM Yum! Brands Inc. | 0.02% | 2,264 | $342K | Reduce -7.5% |
| PFG Principal Financial Group | 0.02% | 3,870 | $341K | Reduce -19.0% |
| CDNS Cadence Design SYS Inc. | 0.02% | 1,092 | $341K | Reduce -0.5% |
| VMC Vulcan Materials Co. | 0.02% | 1,195 | $341K | No change |
| CEF Sprott Physical Gold and Sil | 0.02% | 7,436 | $341K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 2,270 | $338K | No change |
| SHLD Global X Defense Tech ETF | 0.02% | 5,200 | $337K | No change |
| SIRI Sirius XM Holdings Inc. | 0.02% | 16,686 | $334K | Reduce -0.0% |
| TD Toronto-Dominion Bank | 0.02% | 3,530 | $333K | No change |
| MCK McKesson Corp. | 0.02% | 405 | $332K | Add +0.8% |
| IQV Iqvia Holdings Inc. | 0.02% | 1,459 | $329K | Reduce -16.4% |
| PWV Invesco Large Cap Value ETF | 0.02% | 4,938 | $328K | No change |
| UBER Uber Technologies Inc. | 0.02% | 3,933 | $321K | Add +2.6% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 2,651 | $321K | No change |
| IEMG iShares Core MSCI Emerging | 0.02% | 4,683 | $315K | Reduce -9.9% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.02% | 3,201 | $313K | Reduce -10.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 1,542 | $311K | No change |
| IOCT Innovator Int Dev Power Buff | 0.02% | 8,729 | $304K | New |
| PDEC Innovator U.S. Equity Power | 0.02% | 7,008 | $304K | Add +6.1% |
| MAIN Main Street Capital Corp. | 0.02% | 4,996 | $302K | Reduce -20.8% |
| BKNG Booking Holdings Inc. | 0.02% | 56 | $300K | Reduce -8.2% |
| NOCT Innovator Growth-100 Power B | 0.02% | 5,161 | $299K | New |
| VDE Vanguard Energy ETF | 0.02% | 2,352 | $296K | Add +11.9% |
| FHI Federated Hermes Inc. | 0.02% | 5,666 | $295K | Reduce -3.7% |
| APP AppLovin Corp. Class A | 0.02% | 433 | $292K | Add +0.9% |
| AMT American Tower Corp. | 0.02% | 1,619 | $284K | Reduce -3.0% |
| MSA Msa Safety Inc. | 0.02% | 1,746 | $280K | No change |
| ALB Albemarle Corp. | 0.02% | 1,942 | $275K | New |
| HUM Humana Inc. | 0.02% | 1,060 | $272K | Add +3.5% |
| RDIV Invesco S&P Ultra Dividend | 0.02% | 5,089 | $265K | New |
| AYI Acuity Inc. | 0.02% | 735 | $265K | No change |
| DTM DT Midstream Inc. | 0.02% | 2,191 | $262K | No change |
| TER Teradyne Inc. | 0.02% | 1,354 | $262K | New |
| SPGI S&P Global Inc. | 0.02% | 496 | $259K | Reduce -23.1% |
| BA The Boeing Co. | 0.02% | 1,189 | $258K | Reduce -11.0% |
| CVS CVS Health Corp. | 0.02% | 3,252 | $258K | Add +2.6% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 1,345 | $258K | Add +0.2% |
| SRE Sempra | 0.02% | 2,915 | $257K | No change |
| SNV Synovus Financial Corp. | 0.02% | 5,118 | $256K | No change |
| HACK Amplify Cybersecurity ETF | 0.02% | 3,150 | $253K | No change |
| ARGX Argenx SE - ADR | 0.02% | 300 | $252K | Reduce -24.2% |
| ADI Analog Devices Inc. | 0.02% | 930 | $252K | Reduce -0.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.02% | 5,769 | $252K | No change |
| XMHQ Invesco S&P Midcap Qual ETF | 0.02% | 2,458 | $252K | New |
| UPS United Parcel Service Class B | 0.02% | 2,520 | $250K | Reduce -8.7% |
| LNT Alliant Energy Corp. | 0.02% | 3,844 | $250K | No change |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.02% | 9,254 | $248K | No change |
| ADPV Adaptiv Select ETF | 0.02% | 5,686 | $244K | New |
| VLO Valero Energy Corp. | 0.02% | 1,491 | $243K | Add +0.1% |
| HWM Howmet Aerospace Inc. | 0.02% | 1,173 | $240K | Reduce -6.8% |
| CCI Crown Castle Inc. | 0.02% | 2,695 | $240K | Add +3.2% |
| WSO Watsco Inc. | 0.02% | 709 | $239K | Add +1.6% |
| ATR Aptargroup Inc. | 0.02% | 1,949 | $238K | Add +7.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 1,117 | $237K | Add +3.0% |
| DHI D.R. Horton Inc. | 0.02% | 1,642 | $237K | Reduce -16.1% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.02% | 3,724 | $235K | Reduce -1.6% |
| ENB Enbridge Inc. | 0.02% | 4,844 | $232K | Reduce -6.3% |
| FROG Jfrog Ltd. | 0.02% | 3,700 | $231K | New |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 950 | $229K | New |
| CTAS Cintas Corp. | 0.02% | 1,212 | $228K | Reduce -3.2% |
| XLY SS Consumer Disc Select Sect | 0.01% | 1,859 | $222K | No change |
| SFLR Innovator Eqty MGD Floor ETF | 0.01% | 5,978 | $220K | Reduce -7.8% |
| SPOT Spotify Technology SA | 0.01% | 379 | $220K | Reduce -5.7% |
| FPE FT-Preferred Secur & Inc. ETF | 0.01% | 12,022 | $219K | Reduce -17.5% |
| DFAS Dimensional US Small Cap ETF | 0.01% | 3,131 | $218K | Add +0.1% |
| NTRS Northern Trust Corp. | 0.01% | 1,559 | $213K | Reduce -3.8% |
| MPC Marathon Petroleum Corp. | 0.01% | 1,301 | $212K | Add +0.8% |
| MRSH Marsh & McLennan Cos | 0.01% | 1,139 | $211K | New |
| AWK American Water Works Co. Inc. | 0.01% | 1,615 | $211K | Reduce -2.6% |
| CFG Citizens Financial Group | 0.01% | 3,578 | $209K | New |
| DG Dollar General Corp. | 0.01% | 1,539 | $204K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 2,271 | $204K | Reduce -50.4% |
| HPQ HP Inc. | 0.01% | 9,074 | $202K | Reduce -6.7% |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 2,027 | $202K | New |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.01% | 7,632 | $201K | New |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.01% | 7,689 | $201K | New |
| ORLY O'reilly Automotive Inc. | 0.01% | 2,198 | $200K | No change |
| APH Amphenol Corp. Class A | 0.01% | 1,483 | $200K | New |
| FTI Technipfmc PLC | 0.01% | 4,493 | $200K | New |
| STLA Stellantis NV | 0.01% | 15,500 | $169K | No change |
| NZF Nuveen Municipal Credit Inc. | 0.01% | 12,478 | $157K | No change |
| PCN PIMCO Corporate & Income STR | 0.01% | 12,123 | $155K | No change |
| CALC Calcimedica Inc. | 0.01% | 20,100 | $132K | No change |
| BTZ BlackRock Credit Allocation | 0.01% | 10,970 | $119K | Reduce -21.5% |
| BFLY Butterfly Network Inc. | 0.00% | 16,000 | $61K | No change |