| AAPL Apple Inc. | 2.77% | 73,385 | $18.6M | Reduce -1.8% |
| FTSM First Trust Enh Short Mat FD | 1.95% | 219,580 | $13.1M | Add +0.6% |
| NEE Nextera Energy Inc. | 1.80% | 130,623 | $12.1M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.71% | 39,144 | $11.5M | Add +1.4% |
| AVGO Broadcom Inc. | 1.63% | 35,399 | $11.0M | Reduce -2.8% |
| AMGN Amgen Inc. | 1.62% | 30,968 | $10.9M | Reduce -1.1% |
| SRLN SS Blackstone Sr Loan ETF | 1.59% | 266,815 | $10.7M | Reduce -7.1% |
| IAU iShares Gold Trust | 1.54% | 117,815 | $10.4M | Reduce -17.7% |
| PFF iShares Preferred & Income S | 1.53% | 339,843 | $10.3M | Add +26.5% |
| TIP iShares Tips Bond ETF | 1.45% | 88,228 | $9.7M | Add +21.7% |
| CVX Chevron Corp. | 1.37% | 44,682 | $9.2M | Add +1.0% |
| KO The Coca-Cola Co. | 1.37% | 121,507 | $9.2M | Add +4.1% |
| AMZN Amazon.com Inc. | 1.35% | 43,475 | $9.1M | Add +0.7% |
| PSX Phillips 66 | 1.32% | 48,615 | $8.9M | Add +0.5% |
| ULST SS Ultra Short TM Bond ETF | 1.30% | 215,734 | $8.7M | New |
| MSFT Microsoft Corp. | 1.27% | 22,991 | $8.5M | Add +3.8% |
| TOTL SS Doubleline TR Tact ETF | 1.25% | 211,583 | $8.4M | New |
| LMT Lockheed Martin Corp. | 1.24% | 13,838 | $8.4M | Reduce -8.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.24% | 127,287 | $8.4M | Add +116.9% |
| T AT&T Inc. | 1.19% | 277,237 | $8.0M | Add +19.6% |
| MRK Merck & Co. Inc. | 1.19% | 66,669 | $8.0M | Reduce -6.7% |
| WMT Walmart Inc. | 1.17% | 63,435 | $7.9M | Reduce -6.4% |
| GOOGL Alphabet Inc. Class A | 1.15% | 26,931 | $7.7M | Reduce -7.0% |
| VZ Verizon Communications Inc. | 1.15% | 154,137 | $7.7M | Add +18.0% |
| PEP Pepsico Inc. | 1.11% | 48,224 | $7.5M | Add +4.5% |
| JNJ Johnson & Johnson | 1.08% | 29,757 | $7.3M | Reduce -15.6% |
| KMI Kinder Morgan Inc. | 1.07% | 215,197 | $7.2M | Add +5.6% |
| PG The Procter & Gamble Co. | 1.07% | 49,625 | $7.2M | Add +11.6% |
| MCD McDonald's Corp. | 1.05% | 22,652 | $7.0M | Add +6.0% |
| FE Firstenergy Corp. | 1.01% | 133,638 | $6.8M | Add +0.5% |
| BSJT Invesco Bulletshares 2029 HY | 1.00% | 319,190 | $6.7M | New |
| CSCO Cisco Systems Inc. | 0.98% | 84,870 | $6.6M | Add +0.9% |
| WBS Webster Financial Corp. | 0.96% | 93,404 | $6.5M | Add +0.9% |
| MDT Medtronic PLC | 0.94% | 73,137 | $6.3M | Add +3.3% |
| CVS CVS Health Corp. | 0.94% | 88,169 | $6.3M | Reduce -4.1% |
| EIX Edison International | 0.91% | 83,783 | $6.1M | Add +0.4% |
| COF Capital One Financial Corp. | 0.90% | 32,997 | $6.0M | Add +2.4% |
| GSK GSK PLC-Spon ADR | 0.89% | 108,849 | $6.0M | Reduce -8.1% |
| DUK Duke Energy Corp. | 0.87% | 44,826 | $5.9M | Add +9.1% |
| D Dominion Energy Inc. | 0.87% | 94,516 | $5.8M | Add +9.2% |
| CCI Crown Castle Inc. | 0.86% | 71,396 | $5.8M | Add +32.7% |
| TD Toronto-Dominion Bank | 0.85% | 61,423 | $5.7M | Reduce -9.9% |
| PFE Pfizer Inc. | 0.83% | 198,246 | $5.6M | Add +19.5% |
| UL Unilever PLC-Sponsored ADR | 0.82% | 97,229 | $5.5M | Add +4.9% |
| META Meta Platforms Inc. Class A | 0.82% | 9,635 | $5.5M | Reduce -4.1% |
| QCOM Qualcomm Inc. | 0.81% | 42,544 | $5.5M | Add +12.2% |
| NVDA Nvidia Corp. | 0.75% | 29,015 | $5.1M | Add +0.0% |
| FITB Fifth Third Bancorp | 0.75% | 108,395 | $5.0M | Reduce -1.9% |
| IEF iShares 7-10 Year Treasury B | 0.74% | 51,953 | $5.0M | Reduce -0.1% |
| MET Metlife Inc. | 0.71% | 67,478 | $4.8M | Add +12.5% |
| ABBV Abbvie Inc. | 0.71% | 21,886 | $4.8M | Reduce -2.8% |
| KTB Kontoor Brands Inc. | 0.71% | 67,577 | $4.7M | New |
| TMUS T-Mobile US Inc. | 0.70% | 22,317 | $4.7M | Add +18.4% |
| KMB Kimberly-Clark Corp. | 0.64% | 44,705 | $4.3M | Add +56.9% |
| VIG Vanguard Dividend Apprec ETF | 0.64% | 19,955 | $4.3M | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 26,132 | $4.2M | Reduce -3.1% |
| FVD First Trust Value Line DVD | 0.61% | 87,952 | $4.1M | Reduce -31.9% |
| UPS United Parcel Service Class B | 0.60% | 40,979 | $4.0M | New |
| STX Seagate Technology Holdings | 0.60% | 10,289 | $4.0M | Reduce -74.2% |
| PSA Public Storage | 0.59% | 14,588 | $4.0M | New |
| BX Blackstone Inc. | 0.54% | 31,679 | $3.6M | Reduce -13.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 10,282 | $3.5M | Reduce -15.3% |
| FV First Trust DW Focus 5 Fund | 0.50% | 56,190 | $3.4M | Add +5.4% |
| NFLX Netflix Inc. | 0.49% | 34,611 | $3.3M | Add +19.5% |
| DE Deere & Co. | 0.48% | 5,753 | $3.2M | Add +0.9% |
| GILD Gilead Sciences Inc. | 0.48% | 23,221 | $3.2M | Reduce -7.0% |
| UBER Uber Technologies Inc. | 0.48% | 44,992 | $3.2M | Add +4.5% |
| TSLA Tesla Inc. | 0.48% | 8,612 | $3.2M | Reduce -4.6% |
| RTX RTX Corp. | 0.46% | 16,139 | $3.1M | Reduce -5.7% |
| OSK Oshkosh Corp. | 0.45% | 20,742 | $3.1M | Reduce -1.8% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 52,834 | $3.0M | Add +8.4% |
| GOOG Alphabet Inc. Class C | 0.45% | 10,607 | $3.0M | Reduce -6.3% |
| LLY Eli Lilly & Co. | 0.45% | 3,293 | $3.0M | Reduce -0.8% |
| SDY SS SPDR S&P Dividend ETF | 0.45% | 20,685 | $3.0M | Reduce -37.3% |
| SBUX Starbucks Corp. | 0.44% | 32,772 | $2.9M | Add +7.2% |
| DGX Quest Diagnostics Inc. | 0.43% | 14,626 | $2.9M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 4,887 | $2.8M | Add +10.4% |
| VNLA Janus Henderson Short Durati | 0.42% | 57,596 | $2.8M | Reduce -75.9% |
| VLO Valero Energy Corp. | 0.41% | 11,219 | $2.8M | Reduce -0.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.41% | 57,329 | $2.8M | Add +7.7% |
| PH Parker Hannifin Corp. | 0.41% | 3,067 | $2.7M | Reduce -9.2% |
| IVW iShares S&P 500 Growth ETF | 0.39% | 23,227 | $2.6M | Add +6.8% |
| LOW Lowe's Cos Inc. | 0.39% | 11,016 | $2.6M | Reduce -10.5% |
| PLD Prologis Inc. | 0.38% | 19,238 | $2.5M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 8,740 | $2.5M | Add +12.4% |
| ISRG Intuitive Surgical Inc. | 0.36% | 5,181 | $2.4M | Reduce -0.3% |
| WMB Williams Cos Inc. | 0.35% | 32,140 | $2.3M | Reduce -0.3% |
| TT Trane Technologies PLC | 0.34% | 5,565 | $2.3M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.34% | 13,519 | $2.3M | Reduce -29.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.34% | 49,722 | $2.3M | Add +8.6% |
| V Visa Inc. Class A | 0.33% | 7,366 | $2.2M | Add +8.1% |
| ABT Abbott Laboratories | 0.33% | 21,583 | $2.2M | Add +2.5% |
| AZN Astrazeneca PLC | 0.32% | 10,742 | $2.1M | Reduce -5.7% |
| AMAT Applied Materials Inc. | 0.31% | 6,155 | $2.1M | Reduce -24.9% |
| RJF Raymond James Financial Inc. | 0.30% | 14,014 | $2.0M | Add +2.7% |
| ORCL Oracle Corp. | 0.29% | 13,226 | $1.9M | Add +22.4% |
| MCK McKesson Corp. | 0.29% | 2,238 | $1.9M | Reduce -0.9% |
| SRE Sempra | 0.29% | 19,762 | $1.9M | Reduce -3.7% |
| AMD Advanced Micro Devices | 0.28% | 9,417 | $1.9M | Reduce -15.6% |
| CB Chubb Ltd. | 0.28% | 5,774 | $1.9M | Add +5.2% |
| AXP American Express Co. | 0.28% | 6,177 | $1.9M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 3,780 | $1.9M | Reduce -10.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.28% | 4,758 | $1.9M | Add +9.1% |
| EQT Eqt Corp. | 0.28% | 29,177 | $1.9M | Add +47.1% |
| STLD Steel Dynamics Inc. | 0.27% | 10,046 | $1.8M | Reduce -14.9% |
| TKO Tko Group Holdings Inc. | 0.27% | 8,965 | $1.8M | Reduce -0.2% |
| MU Micron Technology Inc. | 0.27% | 5,351 | $1.8M | Reduce -54.1% |
| TPL Texas Pacific Land Corp. | 0.27% | 3,801 | $1.8M | New |
| INDB Independent Bank Corp. | 0.26% | 23,176 | $1.7M | Reduce -5.2% |
| APD Air Products & Chemicals Inc. | 0.26% | 5,974 | $1.7M | Add +13.8% |
| KGS Kodiak Gas Services Inc. | 0.26% | 29,550 | $1.7M | Add +222.8% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.26% | 33,454 | $1.7M | Reduce -14.0% |
| COIN Coinbase Global Inc. Class A | 0.26% | 9,842 | $1.7M | Add +58.2% |
| SLV iShares Silver Trust | 0.26% | 25,174 | $1.7M | Add +4.7% |
| GEV GE Vernova Inc. | 0.25% | 1,940 | $1.7M | New |
| AIG American International Group | 0.25% | 22,133 | $1.7M | Add +11.1% |
| FEZ State Street SPDR Euro Stoxx | 0.25% | 26,753 | $1.7M | Add +7.8% |
| WEC WEC Energy Group Inc. | 0.25% | 14,279 | $1.7M | Add +5.3% |
| ET Energy Transfer LP | 0.25% | 85,426 | $1.6M | Add +0.0% |
| BABA Alibaba Group Holding-SP ADR | 0.24% | 13,134 | $1.6M | Reduce -7.4% |
| USB US Bancorp | 0.24% | 31,377 | $1.6M | Reduce -6.4% |
| SNY Sanofi-ADR | 0.24% | 33,412 | $1.6M | Add +14.3% |
| HD Home Depot Inc. | 0.24% | 4,861 | $1.6M | Add +433.6% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.24% | 50,583 | $1.6M | Add +12.7% |
| SHW The Sherwin-Williams Co. | 0.24% | 4,941 | $1.6M | Add +3.2% |
| DKS Dick's Sporting Goods Inc. | 0.23% | 7,916 | $1.6M | New |
| SOLS Solstice Adv Materials Inc. | 0.23% | 20,154 | $1.5M | New |
| APO Apollo Global Management Inc. | 0.22% | 13,285 | $1.5M | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 0.22% | 9,115 | $1.5M | Add +11.1% |
| TXRH Texas Roadhouse Inc. | 0.22% | 8,767 | $1.4M | Add +3.9% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 9,859 | $1.4M | Add +1.6% |
| CMCSA Comcast Corp. Class A | 0.21% | 49,485 | $1.4M | Add +33.0% |
| BLK BlackRock Inc. | 0.21% | 1,434 | $1.4M | Add +10.5% |
| UNH Unitedhealth Group Inc. | 0.20% | 4,951 | $1.3M | Add +6.9% |
| COST Costco Wholesale Corp. | 0.20% | 1,324 | $1.3M | Add +1.5% |
| SAP Sap SE-Sponsored ADR | 0.20% | 7,702 | $1.3M | Add +28.8% |
| MLM Martin Marietta Materials | 0.19% | 2,203 | $1.3M | Add +1.5% |
| NOW ServiceNow Inc. | 0.19% | 12,400 | $1.3M | Add +59.4% |
| STZ Constellation Brands Inc. Class A | 0.19% | 8,495 | $1.3M | Add +17.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 5,201 | $1.3M | Reduce -0.9% |
| RBRK Rubrik Inc. Class A | 0.19% | 25,671 | $1.3M | Add +40.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 2,612 | $1.3M | No change |
| MA Mastercard Inc. Class A | 0.19% | 2,493 | $1.2M | Reduce -2.0% |
| PM Philip Morris International | 0.18% | 7,518 | $1.2M | Add +2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 2,830 | $1.2M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.18% | 6,616 | $1.2M | Add +18.3% |
| EPD Enterprise Products Partners | 0.18% | 31,898 | $1.2M | No change |
| ANET Arista Networks Inc. | 0.18% | 9,640 | $1.2M | No change |
| SCHW Schwab (charles) Corp. | 0.17% | 12,448 | $1.2M | Add +0.8% |
| LVS Las Vegas Sands Corp. | 0.17% | 21,044 | $1.1M | Reduce -8.7% |
| FXL First Trust Technology Alpha | 0.17% | 7,103 | $1.1M | Add +11.8% |
| EHC Encompass Health Corp. | 0.17% | 11,662 | $1.1M | New |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 20,830 | $1.1M | Add +1.9% |
| BSJQ Invesco Bulletshares 2026 HY | 0.17% | 48,173 | $1.1M | Reduce -73.3% |
| BBY Best Buy Co. Inc. | 0.17% | 17,374 | $1.1M | Add +37.4% |
| GWRE Guidewire Software Inc. | 0.16% | 7,332 | $1.1M | Add +49.5% |
| NDAQ Nasdaq Inc. | 0.15% | 11,809 | $1.0M | Add +5.1% |
| BOOT Boot Barn Holdings Inc. | 0.15% | 6,765 | $990K | New |
| FBT First Trust Nyse Arca Biotec | 0.15% | 4,929 | $990K | Reduce -1.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.14% | 22,462 | $956K | Add +14.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 25,250 | $928K | Add +22.9% |
| FTGC First Trust Global Tactical | 0.14% | 32,001 | $919K | Add +19.4% |
| ACHR Archer Aviation Inc. Class A | 0.14% | 177,657 | $918K | Add +90.1% |
| CWB SS SPDR BB Conv Sec ETF | 0.13% | 9,351 | $856K | Add +2.0% |
| VXF Vanguard Extended Market ETF | 0.12% | 3,838 | $790K | Reduce -10.7% |
| ADI Analog Devices Inc. | 0.12% | 2,460 | $783K | No change |
| VCIT Vanguard Int-Term Corporate | 0.12% | 9,445 | $782K | Add +25.8% |
| VNQ Vanguard Real Estate ETF | 0.12% | 8,737 | $775K | Add +12.8% |
| HOOD Robinhood Markets Inc. Class A | 0.11% | 11,015 | $763K | New |
| FDX FedEx Corp. | 0.10% | 1,980 | $705K | Reduce -10.1% |
| NVS Novartis AG-Sponsored ADR | 0.10% | 4,530 | $692K | Add +0.9% |
| CG The Carlyle Group Inc. | 0.10% | 14,177 | $686K | Reduce -0.0% |
| BSJR Invesco Bulletshares 2027 HY | 0.10% | 29,618 | $662K | New |
| GLD SPDR Gold Shares | 0.10% | 1,538 | $662K | Add +36.7% |
| YUM Yum! Brands Inc. | 0.10% | 4,183 | $650K | Add +0.2% |
| XPO Xpo Inc. | 0.09% | 3,097 | $603K | Reduce -3.5% |
| IR Ingersoll-Rand Inc. | 0.08% | 7,093 | $568K | Reduce -1.1% |
| IWD iShares Russell 1000 Value E | 0.08% | 2,656 | $568K | Add +7.4% |
| WAB Wabtec Corp. | 0.08% | 2,230 | $557K | No change |
| GS Goldman Sachs Group Inc. | 0.08% | 656 | $555K | Add +4.3% |
| WM Waste Management Inc. | 0.08% | 2,399 | $551K | Reduce -4.0% |
| MDY State Street SPDR S&P Midcap | 0.08% | 857 | $529K | Reduce -6.2% |
| MO Altria Group Inc. | 0.08% | 7,802 | $515K | Reduce -1.1% |
| TXN Texas Instruments Inc. | 0.07% | 2,592 | $503K | Add +9.1% |
| TDG Transdigm Group Inc. | 0.07% | 425 | $493K | Add +0.2% |
| NBTB N B T Bancorp Inc. | 0.07% | 11,229 | $478K | Add +6.1% |
| JEPI JPMorgan Equity Premium Inco | 0.07% | 8,380 | $475K | Add +17.5% |
| IVV iShares Core S&P 500 ETF | 0.07% | 724 | $473K | Add +22.9% |
| MPLX MPLX LP | 0.07% | 8,283 | $473K | No change |
| PAA Plains All Amer Pipeline LP | 0.07% | 21,110 | $471K | No change |
| EQIN Columbia US Eqty Inc. ETF | 0.07% | 9,548 | $469K | Add +7.6% |
| HSY The Hershey Co. | 0.07% | 2,251 | $468K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 9,348 | $456K | Add +11.5% |
| SYK Stryker Corp. | 0.07% | 1,383 | $454K | Add +0.1% |
| TGT Target Corp. | 0.07% | 3,688 | $447K | Reduce -72.4% |
| GM General Motors Co. | 0.07% | 5,933 | $442K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,375 | $441K | Reduce -8.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.06% | 17,554 | $435K | Add +8.2% |
| HON Honeywell International Inc. | 0.06% | 1,892 | $428K | Reduce -6.6% |
| DG Dollar General Corp. | 0.06% | 3,585 | $426K | Reduce -73.8% |
| MUB iShares National Muni Bond E | 0.06% | 4,001 | $425K | Add +5.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.06% | 9,268 | $420K | Add +7.5% |
| C Citigroup Inc. | 0.06% | 3,700 | $420K | Reduce -11.9% |
| ARKK ARK Innovation ETF | 0.06% | 6,072 | $410K | Add +12.9% |
| HESM Hess Midstream LP Class A | 0.06% | 10,515 | $409K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 2,010 | $394K | Reduce -1.8% |
| NMT Nuveen Ma QLTY Muni Inc. | 0.06% | 32,000 | $394K | No change |
| MFIC Midcap Financial Investment | 0.06% | 34,475 | $387K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.06% | 6,424 | $380K | Reduce -1.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 3,123 | $370K | Reduce -0.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.05% | 3,995 | $365K | Reduce -2.0% |
| ROST Ross Stores Inc. | 0.05% | 1,560 | $338K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 3,446 | $332K | Reduce -49.7% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 1,136 | $322K | Reduce -3.5% |
| PGR Progressive Corp. | 0.05% | 1,620 | $321K | Add +1.4% |
| LYB Lyondellbasell Indu Class A | 0.05% | 3,868 | $312K | Reduce -93.9% |
| BKNG Booking Holdings Inc. | 0.05% | 74 | $312K | Reduce -20.4% |
| DHR Danaher Corp. | 0.05% | 1,632 | $309K | Add +5.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.05% | 234 | $309K | Add +1.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.05% | 2,589 | $307K | New |
| LIN Linde PLC | 0.05% | 618 | $306K | New |
| ES Eversource Energy | 0.04% | 4,274 | $296K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.04% | 2,755 | $292K | Reduce -2.7% |
| KFY Korn Ferry | 0.04% | 4,497 | $283K | No change |
| IWM iShares Russell 2000 ETF | 0.04% | 1,140 | $283K | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.04% | 656 | $279K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.04% | 8,550 | $274K | Reduce -19.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.04% | 2,600 | $269K | New |
| TFLO iShares Treasury Floating Ra | 0.04% | 5,308 | $269K | New |
| BSTZ BlackRock Sci & Tech TRM TR | 0.04% | 12,122 | $269K | Reduce -0.7% |
| AGZ iShares Agency Bond ETF | 0.04% | 2,434 | $267K | New |
| MBB iShares MBS ETF | 0.04% | 2,810 | $267K | New |
| DWX State Street SPDR S&P Intern | 0.04% | 5,848 | $267K | Reduce -1.8% |
| STT State Street Corp. | 0.04% | 2,092 | $265K | Reduce -4.6% |
| TLH iShares 10-20 Year Treasury | 0.04% | 2,628 | $265K | New |
| NOC Northrop Grumman Corp. | 0.04% | 384 | $262K | Reduce -1.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.04% | 4,121 | $258K | Reduce -3.3% |
| ETN Eaton Corp. PLC | 0.04% | 709 | $254K | New |
| EWJ iShares MSCI Japan ETF | 0.04% | 2,978 | $251K | Reduce -1.0% |
| SCHO Schwab Short-Term US Treas | 0.04% | 10,059 | $244K | New |
| KBA Kraneshares Bosera MSCI Chin | 0.04% | 7,988 | $242K | Reduce -1.1% |
| GRID First TRST Nasd Class Edg Sgiif | 0.04% | 1,441 | $236K | No change |
| EMR Emerson Electric Co. | 0.04% | 1,796 | $235K | Reduce -14.1% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 1,848 | $230K | Reduce -4.3% |
| OKE Oneok Inc. | 0.03% | 2,507 | $227K | New |
| RYLD Global X Russell 2000 Cov Class | 0.03% | 15,114 | $226K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 3,341 | $226K | Add +5.3% |
| MUNI PIMCO Intermediate Municipal | 0.03% | 4,310 | $225K | Add +9.6% |
| IWY iShares Russell Top 200 Grow | 0.03% | 900 | $224K | Reduce -18.2% |
| LRCX Lam Research Corp. | 0.03% | 1,033 | $221K | New |
| BDX Becton Dickinson and Co. | 0.03% | 1,380 | $217K | No change |
| ARCC Ares Capital Corp. | 0.03% | 11,396 | $205K | No change |
| IEP Icahn Enterprises LP | 0.03% | 27,032 | $204K | No change |
| CSX CSX Corp. | 0.03% | 4,968 | $204K | New |
| BMEZ BlackRock HLTH Sci TRM TR II | 0.03% | 12,038 | $173K | Reduce -4.2% |
| FTMA FR Massachusetts Mun Inc. ETF | 0.03% | 19,229 | $172K | New |
| WULF Terawulf Inc. | 0.02% | 11,500 | $166K | Add +15.0% |
| FTHY First Trust Hi YLD Opp 2027 | 0.02% | 11,239 | $152K | Reduce -3.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 12,870 | $149K | Add +4.0% |
| JBLU Jetblue Airways Corp. | 0.01% | 15,000 | $66K | Add +36.4% |