| VOO Vanguard S&P 500 ETF | 20.88% | 146,436 | $73.2M | Add +14.6% |
| BND Vanguard Total Bond Market | 9.78% | 476,228 | $34.3M | Add +11.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 9.22% | 133,652 | $32.4M | Reduce -7.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.92% | 195,168 | $31.3M | Add +4.1% |
| IEFA iShares Core MSCI Eafe ETF | 5.62% | 271,517 | $19.7M | Add +2.4% |
| AVUV Avantis US Small Cap Value | 4.95% | 193,480 | $17.4M | Add +7.2% |
| JMUB JPMorgan Municipal ETF | 4.29% | 298,895 | $15.1M | Add +13.0% |
| AVDE Avantis International Equity | 2.44% | 137,717 | $8.6M | Add +9.9% |
| IBTE iShares Ibonds Dec 2024 Term | 2.40% | 350,819 | $8.4M | Reduce -1.3% |
| MUB iShares National Muni Bond E | 2.31% | 75,943 | $8.1M | Reduce -7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.13% | 18,367 | $7.5M | Add +13.3% |
| NVDA Nvidia Corp. | 1.43% | 40,710 | $5.0M | Add +8.5% |
| RJF Raymond James Financial Inc. | 1.43% | 40,640 | $5.0M | Add +0.0% |
| ESGV Vanguard ESG US Stock ETF | 1.18% | 42,946 | $4.1M | Add +8.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.93% | 14,992 | $3.3M | Reduce -3.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.87% | 15,512 | $3.1M | New |
| FRDM Freedom 100 Emeging MRKT ETF | 0.86% | 85,072 | $3.0M | Add +7.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.84% | 27,244 | $2.9M | Add +9.4% |
| IWF iShares Russell 1000 Growth | 0.75% | 7,250 | $2.6M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 5,414 | $2.6M | Reduce -51.0% |
| AAPL Apple Inc. | 0.72% | 12,067 | $2.5M | Reduce -7.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.71% | 25,743 | $2.5M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.70% | 26,750 | $2.5M | Add +4.6% |
| TMSL T.rowe PRC Small-Mid Cap ETF | 0.70% | 81,219 | $2.5M | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.65% | 100,320 | $2.3M | Add +514.7% |
| ESML iShares ESG Aware MSCI USA S | 0.63% | 56,998 | $2.2M | Add +4.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.53% | 5,017 | $1.9M | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.52% | 4,106 | $1.8M | Reduce -11.8% |
| JPM JPMorgan Chase & Co. | 0.45% | 7,796 | $1.6M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 0.44% | 31,408 | $1.6M | Reduce -0.4% |
| BIV Vanguard Intermediate-Term B | 0.40% | 18,959 | $1.4M | Reduce -3.1% |
| BF.B Brown-Forman Corp. Class B | 0.34% | 27,995 | $1.2M | No change |
| AGG iShares Core U.S. Aggregate | 0.31% | 11,257 | $1.1M | Add +10.8% |
| IVV iShares Core S&P 500 ETF | 0.31% | 1,997 | $1.1M | Reduce -5.7% |
| QUAL iShares MSCI USA Quality Fac | 0.31% | 6,309 | $1.1M | Reduce -3.8% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 6,413 | $1.1M | No change |
| BF.A Brown-Forman Corp. Class A | 0.30% | 23,494 | $1.0M | No change |
| GOOGL Alphabet Inc. Class A | 0.24% | 4,617 | $841K | Add +5.4% |
| VXF Vanguard Extended Market ETF | 0.23% | 4,687 | $791K | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 12,482 | $730K | Reduce -5.4% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 8,929 | $694K | Reduce -12.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 3,999 | $692K | Reduce -2.9% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 3,529 | $644K | Reduce -4.0% |
| LIN Linde PLC | 0.18% | 1,413 | $620K | No change |
| GLD SPDR Gold Shares | 0.17% | 2,823 | $607K | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.16% | 3,937 | $575K | Add +4.8% |
| ORCL Oracle Corp. | 0.16% | 4,049 | $572K | Add +5.7% |
| PEP Pepsico Inc. | 0.16% | 3,337 | $550K | Add +1.4% |
| XLK SS Technology Select Sector | 0.14% | 2,241 | $507K | No change |
| AMZN Amazon.com Inc. | 0.14% | 2,623 | $507K | Add +66.7% |
| PG The Procter & Gamble Co. | 0.14% | 2,878 | $475K | Reduce -2.1% |
| RSG Republic Services Inc. | 0.13% | 2,359 | $458K | No change |
| AMGN Amgen Inc. | 0.12% | 1,390 | $434K | No change |
| DTE DTE Energy Company | 0.12% | 3,842 | $427K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.12% | 8,868 | $420K | Add +0.1% |
| WMT Walmart Inc. | 0.12% | 6,111 | $414K | Reduce -4.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 2,221 | $405K | Reduce -6.2% |
| ILCV iShares Morningstar Value Et | 0.11% | 5,279 | $403K | Reduce -5.4% |
| VOTE TCW Transform 500 ETF | 0.11% | 6,248 | $397K | Reduce -3.9% |
| MO Altria Group Inc. | 0.11% | 8,502 | $387K | Add +1.6% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 3,117 | $370K | Reduce -49.0% |
| SYK Stryker Corp. | 0.10% | 1,041 | $354K | Reduce -9.5% |
| IUSG iShares Core S&P U.S. Growth | 0.10% | 2,754 | $351K | No change |
| HCA HCA Healthcare Inc. | 0.10% | 1,084 | $348K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.10% | 4,368 | $338K | Reduce -32.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 10,018 | $336K | Add +13.6% |
| SMG Scotts Miracle-Gro Co. | 0.09% | 5,034 | $328K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 2,278 | $325K | Add +9.2% |
| XOM Exxon Mobil Corp. | 0.09% | 2,763 | $318K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.09% | 3,953 | $303K | Add +297.7% |
| DGRO iShares Core Dividend Growth | 0.09% | 5,261 | $303K | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.09% | 1,750 | $300K | Add +1.4% |
| BABA Alibaba Group Holding-SP ADR | 0.09% | 4,150 | $299K | Add +2.2% |
| HD Home Depot Inc. | 0.08% | 826 | $284K | Reduce -2.7% |
| TXN Texas Instruments Inc. | 0.07% | 1,350 | $263K | Add +4.7% |
| ESGD iShares Trust iShares ESG Aw | 0.07% | 3,013 | $237K | Reduce -40.7% |
| AVY Avery Dennison Corp. | 0.07% | 1,045 | $228K | No change |
| CMS CMS Energy Corp. | 0.06% | 3,759 | $224K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 2,140 | $212K | Add +17.6% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,732 | $207K | No change |
| COST Costco Wholesale Corp. | 0.06% | 235 | $200K | No change |
| HBAN Huntington Bancshares Inc. | 0.06% | 14,940 | $197K | Reduce -4.9% |
| SO The Southern Co. | 0.05% | 2,481 | $192K | Add +4.3% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.05% | 15,214 | $191K | Reduce -2.7% |
| DUK Duke Energy Corp. | 0.05% | 1,867 | $187K | Add +4.5% |
| CAT Caterpillar Inc. | 0.05% | 551 | $183K | No change |
| OUSA Alps Oshares US Quality Divi | 0.05% | 3,607 | $179K | Reduce -15.8% |
| FMB First Trust Managed Municipa | 0.05% | 3,491 | $178K | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.05% | 1,429 | $177K | Reduce -10.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 894 | $174K | No change |
| IWN iShares Russell 2000 Value E | 0.05% | 1,111 | $169K | No change |
| DOW Dow Inc. | 0.05% | 3,148 | $167K | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.05% | 330 | $166K | Add +106.3% |
| MAS Masco Corp. | 0.05% | 2,490 | $166K | Reduce -14.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.05% | 3,636 | $164K | No change |
| MMM 3M Co. | 0.05% | 1,595 | $163K | Add +7.9% |
| KO The Coca-Cola Co. | 0.05% | 2,550 | $162K | No change |
| AMD Advanced Micro Devices | 0.05% | 1,000 | $162K | Reduce -66.7% |
| RPM RPM International Inc. | 0.05% | 1,506 | $162K | No change |
| LLY Eli Lilly & Co. | 0.05% | 178 | $161K | Add +29.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 270 | $147K | Reduce -7.5% |
| DTM DT Midstream Inc. | 0.04% | 2,059 | $146K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.04% | 2,109 | $145K | Reduce -1.4% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.04% | 1,310 | $143K | New |
| DE Deere & Co. | 0.04% | 381 | $142K | Add +4.4% |
| NOC Northrop Grumman Corp. | 0.04% | 324 | $141K | Add +8.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 1,647 | $138K | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 549 | $137K | No change |
| TSLA Tesla Inc. | 0.04% | 668 | $132K | Add +106.8% |
| ADI Analog Devices Inc. | 0.04% | 572 | $131K | Add +7.5% |
| EAGG iShares ESG Aware US Aggrega | 0.04% | 2,763 | $129K | Reduce -10.6% |
| PM Philip Morris International | 0.04% | 1,266 | $128K | Add +8.6% |
| CSCO Cisco Systems Inc. | 0.04% | 2,677 | $127K | Add +2.3% |
| IWM iShares Russell 2000 ETF | 0.04% | 613 | $124K | Reduce -8.1% |
| BX Blackstone Inc. | 0.04% | 1,000 | $124K | No change |
| BDX Becton Dickinson and Co. | 0.03% | 511 | $119K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 929 | $119K | Add +5.2% |
| V Visa Inc. Class A | 0.03% | 454 | $119K | Add +87.6% |
| IEMG iShares Core MSCI Emerging | 0.03% | 2,219 | $119K | No change |
| KMI Kinder Morgan Inc. | 0.03% | 5,923 | $118K | No change |
| IAU iShares Gold Trust | 0.03% | 2,655 | $117K | Reduce -4.5% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.03% | 1,000 | $116K | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 2,796 | $116K | No change |
| INGR Ingredion Inc. | 0.03% | 1,000 | $115K | No change |
| MCD McDonald's Corp. | 0.03% | 441 | $112K | No change |
| PFE Pfizer Inc. | 0.03% | 3,913 | $109K | Add +7.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 402 | $108K | Reduce -8.4% |
| SCHX Schwab US Large-Cap ETF | 0.03% | 1,587 | $102K | Reduce -24.9% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 783 | $100K | Reduce -29.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.03% | 3,333 | $99K | New |
| GOOG Alphabet Inc. Class C | 0.03% | 539 | $99K | Add +62.4% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.03% | 2,436 | $96K | Reduce -13.3% |
| IUSV iShares Core S&P U.S. Value | 0.03% | 1,082 | $95K | No change |
| FMHI First Trust Municipal High I | 0.03% | 1,894 | $92K | Reduce -4.0% |
| DPZ Domino's Pizza Inc. | 0.03% | 174 | $90K | No change |
| SLV iShares Silver Trust | 0.03% | 3,374 | $90K | Add +3.2% |
| JCI Johnson Controls Internation | 0.03% | 1,337 | $89K | No change |
| ELV Elevance Health Inc. | 0.03% | 164 | $89K | No change |
| CVX Chevron Corp. | 0.03% | 562 | $88K | Add +23.5% |
| SMMV iShares MSCI USA Small-Cap M | 0.02% | 2,329 | $87K | Add +0.0% |
| BA The Boeing Co. | 0.02% | 461 | $84K | Add +334.9% |
| ETN Eaton Corp. PLC | 0.02% | 261 | $82K | Add +30.5% |
| NSC Norfolk Southern Corp. | 0.02% | 381 | $82K | Add +12.4% |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 1,866 | $82K | Add +0.6% |
| AEP American Electric Power | 0.02% | 925 | $81K | No change |
| AMAT Applied Materials Inc. | 0.02% | 343 | $81K | No change |
| MCHP Microchip Technology Inc. | 0.02% | 855 | $78K | No change |
| YUM Yum! Brands Inc. | 0.02% | 587 | $78K | Add +17.4% |
| IEF iShares 7-10 Year Treasury B | 0.02% | 806 | $75K | Add +11414.3% |
| FTCS First Trust Capital Strength | 0.02% | 886 | $74K | No change |
| PEBO Peoples Bancorp Inc. | 0.02% | 2,394 | $72K | Add +1.3% |
| PII Polaris Inc. | 0.02% | 910 | $71K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.02% | 1,561 | $71K | Add +124.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 1,787 | $71K | Add +0.1% |
| ON On Semiconductor | 0.02% | 1,000 | $69K | No change |
| AXP American Express Co. | 0.02% | 295 | $68K | Add +14.3% |
| HON Honeywell International Inc. | 0.02% | 318 | $68K | Add +7.4% |
| NFLX Netflix Inc. | 0.02% | 98 | $66K | Add +880.0% |
| MRNA Moderna Inc. | 0.02% | 546 | $65K | No change |
| TGT Target Corp. | 0.02% | 432 | $64K | Add +9.9% |
| DD Dupont DE Nemours Inc. | 0.02% | 789 | $64K | Reduce -0.5% |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 574 | $63K | No change |
| VZ Verizon Communications Inc. | 0.02% | 1,484 | $61K | Add +8.2% |
| TFC Truist Financial Corp. | 0.02% | 1,555 | $60K | No change |
| IJR iShares Core S&P Small-Cap E | 0.02% | 565 | $60K | Reduce -23.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 154 | $60K | Reduce -52.9% |
| AVGO Broadcom Inc. | 0.02% | 36 | $58K | Add +80.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.02% | 720 | $58K | No change |
| PFG Principal Financial Group | 0.02% | 725 | $57K | No change |
| HELO JPMorgan Hedged Equity ETF | 0.02% | 968 | $57K | New |
| COLB Columbia Banking System Inc. | 0.02% | 2,818 | $56K | Reduce -50.0% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 852 | $56K | No change |
| COIN Coinbase Global Inc. Class A | 0.02% | 250 | $56K | No change |
| INTC Intel Corp. | 0.02% | 1,774 | $55K | No change |
| PH Parker Hannifin Corp. | 0.02% | 106 | $54K | Reduce -5.4% |
| HDV iShares Core High Dividend E | 0.01% | 474 | $52K | Reduce -33.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 655 | $51K | Reduce -13.3% |
| EGP Eastgroup Properties Inc. | 0.01% | 300 | $51K | No change |
| PNC PNC Financial Services Group | 0.01% | 325 | $51K | Add +8.3% |
| VNQ Vanguard Real Estate ETF | 0.01% | 595 | $50K | Add +1.0% |
| CLF Cleveland-Cliffs Inc. | 0.01% | 3,178 | $49K | No change |
| NKE Nike Inc. Class B | 0.01% | 640 | $48K | No change |
| QCOM Qualcomm Inc. | 0.01% | 242 | $48K | Add +168.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 736 | $48K | No change |
| FE Firstenergy Corp. | 0.01% | 1,246 | $48K | No change |
| SCHM Schwab US Mid Cap ETF | 0.01% | 606 | $47K | Reduce -18.1% |
| LRCX Lam Research Corp. | 0.01% | 43 | $46K | No change |
| DFS Discover Financial Services | 0.01% | 350 | $46K | No change |
| AM Antero Midstream Corp. | 0.01% | 3,093 | $46K | Add +1.6% |
| RTX RTX Corp. | 0.01% | 448 | $45K | Add +34.1% |
| T AT&T Inc. | 0.01% | 2,329 | $45K | Reduce -11.4% |
| FEX First Trust Large Cap Core A | 0.01% | 455 | $44K | Add +0.2% |
| CMCSA Comcast Corp. Class A | 0.01% | 1,110 | $43K | Add +14.2% |
| UAL United Airlines Holdings Inc. | 0.01% | 886 | $43K | No change |
| PRU Prudential Financial Inc. | 0.01% | 367 | $43K | Reduce -13.2% |
| ENB Enbridge Inc. | 0.01% | 1,161 | $41K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 596 | $41K | No change |
| CTVA Corteva Inc. | 0.01% | 747 | $40K | Reduce -0.5% |
| BNTX Biontech SE-ADR | 0.01% | 500 | $40K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.01% | 1,583 | $39K | Add +0.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.01% | 1,646 | $39K | Add +0.9% |
| ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW | 0.01% | 2,883 | $39K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 257 | $39K | Reduce -25.5% |
| ABT Abbott Laboratories | 0.01% | 364 | $38K | Add +15.2% |
| IXUS iShares Core Intl Stock ETF | 0.01% | 555 | $37K | No change |
| NEE Nextera Energy Inc. | 0.01% | 524 | $37K | No change |
| UPS United Parcel Service Class B | 0.01% | 269 | $37K | Add +20.6% |
| CVS CVS Health Corp. | 0.01% | 614 | $36K | Reduce -29.2% |
| IWD iShares Russell 1000 Value E | 0.01% | 199 | $35K | No change |
| XLE SS Energy Select Sector | 0.01% | 377 | $34K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.01% | 1,447 | $34K | Add +1.1% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 1,350 | $34K | No change |
| GIS General Mills Inc. | 0.01% | 526 | $33K | No change |
| CRM Salesforce Inc. | 0.01% | 129 | $33K | Add +3125.0% |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 500 | $33K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.01% | 1,309 | $32K | No change |
| VT Vanguard Tot World STK ETF | 0.01% | 285 | $32K | No change |
| DLTR Dollar Tree Inc. | 0.01% | 300 | $32K | No change |
| LOW Lowe's Cos Inc. | 0.01% | 145 | $32K | Add +93.3% |
| ADSK Autodesk Inc. | 0.01% | 129 | $32K | New |
| DAL Delta Air Lines Inc. | 0.01% | 664 | $32K | Reduce -0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 67 | $31K | New |
| MPC Marathon Petroleum Corp. | 0.01% | 181 | $31K | No change |
| GPC Genuine Parts Co. | 0.01% | 227 | $31K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 67 | $31K | Add +48.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 540 | $30K | No change |
| OMC Omnicom Group | 0.01% | 333 | $30K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 54 | $30K | Add +116.0% |
| CEG Constellation Energy | 0.01% | 146 | $29K | No change |
| COP Conocophillips | 0.01% | 254 | $29K | Add +69.3% |
| EPD Enterprise Products Partners | 0.01% | 1,000 | $29K | No change |
| FXR First Trust Indst/Producers | 0.01% | 422 | $29K | Add +0.5% |
| DRLL Strive US Energy ETF | 0.01% | 957 | $29K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 294 | $29K | Add +0.3% |
| UNP Union Pacific Corp. | 0.01% | 125 | $28K | Reduce -39.6% |
| ARKK ARK Innovation ETF | 0.01% | 620 | $27K | Reduce -2.5% |
| ADP Automatic Data Processing | 0.01% | 111 | $26K | Add +0.9% |
| REGN Regeneron Pharmaceuticals | 0.01% | 25 | $26K | New |
| MNST Monster Beverage Corp. | 0.01% | 526 | $26K | New |
| SBUX Starbucks Corp. | 0.01% | 335 | $26K | Add +498.2% |
| RPG Invesco S&P 500 Pure Growth | 0.01% | 690 | $26K | No change |
| WCEO Hypatia Women Ceo ETF | 0.01% | 900 | $26K | New |
| WPM Wheaton Precious Metals Corp. | 0.01% | 481 | $25K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 403 | $25K | Reduce -24.3% |
| BP BP PLC-Spons ADR | 0.01% | 685 | $25K | No change |
| KRP Kimbell Royalty Partners LP | 0.01% | 1,500 | $25K | No change |
| ROBT First Trust Nasdaq Artificia | 0.01% | 550 | $23K | New |
| PGR Progressive Corp. | 0.01% | 111 | $23K | New |
| DLR Digital Realty Trust Inc. | 0.01% | 150 | $23K | No change |
| GE General Electric filed as GE AEROSPACE | 0.01% | 143 | $23K | No change |
| MA Mastercard Inc. Class A | 0.01% | 51 | $23K | No change |
| SUM Summit Materials Inc. Class A | 0.01% | 600 | $22K | Add +20.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 372 | $22K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 200 | $22K | No change |
| SHEL Shell PLC-ADR | 0.01% | 300 | $22K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 221 | $21K | No change |
| WFC Wells Fargo & Co. | 0.01% | 355 | $21K | No change |
| PANW Palo Alto Networks Inc. | 0.01% | 60 | $20K | No change |
| STLA Stellantis NV | 0.01% | 1,017 | $20K | Add +20240.0% |
| AFL Aflac Inc. | 0.01% | 226 | $20K | Reduce -9.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 80 | $20K | Reduce -10.1% |
| BLK BlackRock Finance Inc. | 0.01% | 25 | $20K | Add +108.3% |
| SOLV Solventum Corp. | 0.01% | 369 | $20K | No change |
| HACK Amplify Cybersecurity ETF | 0.01% | 301 | $19K | No change |
| MS Morgan Stanley | 0.01% | 200 | $19K | Add +60.0% |
| MU Micron Technology Inc. | 0.01% | 146 | $19K | No change |
| SHOP Shopify Inc. Class A | 0.01% | 290 | $19K | New |
| PSX Phillips 66 | 0.01% | 133 | $19K | No change |
| DHR Danaher Corp. | 0.01% | 75 | $19K | No change |
| YUMC Yum China Holdings Inc. | 0.01% | 604 | $19K | Add +20.8% |
| FCX Freeport-McMoran Inc. | 0.01% | 380 | $18K | Reduce -70.3% |
| IBMM iShares Ibonds Dec 2024 Term | 0.01% | 697 | $18K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 228 | $18K | No change |
| LI Li Auto Inc. - ADR | 0.01% | 1,000 | $18K | No change |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.01% | 1,270 | $18K | No change |
| FTNT Fortinet Inc. | 0.01% | 295 | $18K | No change |
| SYY Sysco Corp. | 0.01% | 248 | $18K | No change |
| ESPO Vaneck Videogaming Esports | 0.00% | 256 | $17K | No change |
| HYD Vaneck High Yield Muni ETF | 0.00% | 328 | $17K | No change |
| ROP Roper Technologies Inc. | 0.00% | 30 | $17K | No change |
| ISRG Intuitive Surgical Inc. | 0.00% | 38 | $17K | New |
| MRSH Marsh & McLennan Cos | 0.00% | 80 | $17K | New |
| B Barrick Gold Corp. | 0.00% | 1,000 | $17K | No change |
| FXG First Trust Consumer Staples | 0.00% | 253 | $16K | Add +0.4% |
| ET Energy Transfer LP | 0.00% | 1,000 | $16K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 128 | $16K | New |
| MDXG Mimedx Group Inc. | 0.00% | 2,300 | $16K | No change |
| LCID Lucid Group Inc. | 0.00% | 6,090 | $16K | Reduce -10.0% |
| NUE Nucor Corp. | 0.00% | 100 | $16K | No change |
| FSLR First Solar Inc. | 0.00% | 70 | $16K | No change |
| DOV Dover Corp. | 0.00% | 87 | $16K | No change |
| KMX Carmax Inc. | 0.00% | 210 | $15K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.00% | 259 | $15K | No change |
| EXC Exelon Corp. | 0.00% | 439 | $15K | No change |
| QQQJ Invesco Nasdaq Next Gen 100 | 0.00% | 528 | $15K | No change |
| RRC Range Resources Corp. | 0.00% | 430 | $14K | No change |
| CMA Comerica Inc. | 0.00% | 280 | $14K | No change |
| ACHV Achieve Life Sciences Inc. | 0.00% | 3,000 | $14K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 132 | $14K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 244 | $14K | No change |
| COF Capital One Financial Corp. | 0.00% | 101 | $14K | No change |
| LVHI Franklin International Low V | 0.00% | 467 | $14K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 357 | $14K | Reduce -34.7% |
| COR Cencora Inc. | 0.00% | 60 | $14K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 33 | $13K | New |
| BYND Beyond Meat Inc. | 0.00% | 2,000 | $13K | No change |
| TRI Thomson Reuters Corp. | 0.00% | 79 | $13K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 178 | $13K | Add +11.3% |
| GSG iShares S&P Gsci Commodity I | 0.00% | 580 | $13K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 118 | $13K | No change |
| SEIC Sei Investments Company | 0.00% | 195 | $13K | New |
| OXY Occidental Petroleum Corp. | 0.00% | 200 | $13K | No change |
| VCIT Vanguard Int-Term Corporate | 0.00% | 155 | $12K | Add +342.9% |
| ADC Agree Realty Corp. | 0.00% | 200 | $12K | No change |
| MSI Motorola Solutions Inc. | 0.00% | 32 | $12K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 136 | $12K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 256 | $12K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 200 | $11K | No change |
| APD Air Products & Chemicals Inc. | 0.00% | 44 | $11K | New |
| CI The Cigna Group | 0.00% | 34 | $11K | New |
| FSK FS KKR Capital Corp. | 0.00% | 568 | $11K | No change |
| EFA iShares MSCI Eafe ETF | 0.00% | 142 | $11K | Reduce -1.4% |
| MCK McKesson Corp. | 0.00% | 19 | $11K | New |
| MDT Medtronic PLC | 0.00% | 140 | $11K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.00% | 149 | $11K | No change |
| D Dominion Energy Inc. | 0.00% | 217 | $11K | New |
| AVTR Avantor Inc. | 0.00% | 500 | $11K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 84 | $11K | Add +833.3% |
| DG Dollar General Corp. | 0.00% | 80 | $11K | Reduce -65.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 200 | $10K | No change |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.00% | 100 | $10K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 100 | $10K | No change |
| XYZ Block Inc. | 0.00% | 160 | $10K | New |
| NNN NNN REIT Inc. | 0.00% | 240 | $10K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 90 | $10K | No change |
| ITW Illinois Tool Works | 0.00% | 43 | $10K | Add +115.0% |
| UNH Unitedhealth Group Inc. | 0.00% | 20 | $10K | No change |
| MDY State Street SPDR S&P Midcap | 0.00% | 19 | $10K | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 279 | $10K | Add +1.4% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.00% | 744 | $10K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 3,500 | $10K | Reduce -76.3% |
| FDX FedEx Corp. | 0.00% | 33 | $10K | No change |
| WDAY Workday Inc. Class A | 0.00% | 44 | $10K | New |
| ILMN Illumina Inc. | 0.00% | 93 | $10K | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 150 | $9K | New |
| AON Aon PLC Class A | 0.00% | 32 | $9K | New |
| SCHW Schwab (charles) Corp. | 0.00% | 126 | $9K | New |
| SDOG Alps Sector Dividend Dogs | 0.00% | 174 | $9K | Reduce -8.4% |
| AVAV Aerovironment Inc. | 0.00% | 50 | $9K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 75 | $9K | No change |
| MAIN Main Street Capital Corp. | 0.00% | 179 | $9K | No change |
| EIX Edison International | 0.00% | 125 | $9K | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 50 | $9K | No change |
| NIO Nio Inc. - ADR | 0.00% | 2,082 | $9K | No change |
| PLD Prologis Inc. | 0.00% | 76 | $9K | New |
| PYPL PayPal Holdings Inc. | 0.00% | 147 | $9K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 37 | $8K | Reduce -11.9% |
| GD General Dynamics Corp. | 0.00% | 29 | $8K | New |
| KHC The Kraft Heinz Co. | 0.00% | 258 | $8K | Add +1.6% |
| IBMN iShares Ibonds Dec 2025 Term | 0.00% | 300 | $8K | No change |
| RDVY First Trust Rising Dividend | 0.00% | 145 | $8K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.00% | 313 | $8K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.00% | 314 | $8K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.00% | 313 | $8K | No change |
| FIS Fidelity National Info Serv | 0.00% | 103 | $8K | New |
| EEM iShares MSCI Emerging Market | 0.00% | 181 | $8K | No change |
| PNW Pinnacle West Capital | 0.00% | 100 | $8K | No change |
| KLAC KLA Corp. | 0.00% | 9 | $7K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.00% | 334 | $7K | No change |
| BRBR Bellring Brands Inc. | 0.00% | 127 | $7K | No change |
| CCL Carnival Corp. | 0.00% | 386 | $7K | No change |
| WOMN Impact Shares Women's Empowe | 0.00% | 200 | $7K | Add +100.0% |
| ECL Ecolab Inc. | 0.00% | 30 | $7K | No change |
| PAYX Paychex Inc. | 0.00% | 59 | $7K | Add +126.9% |
| ACN Accenture PLC Class A | 0.00% | 23 | $7K | New |
| UWMC Uwm Holdings Corp. | 0.00% | 1,000 | $7K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 171 | $7K | No change |
| GT Goodyear Tire & Rubber Co. | 0.00% | 576 | $7K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 41 | $7K | No change |
| TFX Teleflex Inc. | 0.00% | 31 | $7K | No change |
| CB Chubb Ltd. | 0.00% | 25 | $6K | New |
| LULU Lululemon Athletica Inc. | 0.00% | 21 | $6K | No change |
| KKR KKR & Co. Inc. | 0.00% | 59 | $6K | New |
| AOR iShares Core 60/40 Balanced | 0.00% | 110 | $6K | No change |
| FAST Fastenal Co. | 0.00% | 97 | $6K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.00% | 262 | $6K | Add +0.8% |
| GEV GE Vernova Inc. | 0.00% | 35 | $6K | No change |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.00% | 101 | $6K | No change |
| ETSY Etsy Inc. | 0.00% | 100 | $6K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 42 | $6K | No change |
| USB US Bancorp | 0.00% | 146 | $6K | No change |
| PCAR Paccar Inc. | 0.00% | 56 | $6K | New |
| WM Waste Management Inc. | 0.00% | 27 | $6K | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 1,500 | $6K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 94 | $6K | New |
| C Citigroup Inc. | 0.00% | 88 | $6K | Add +4300.0% |
| HSY The Hershey Co. | 0.00% | 30 | $6K | Reduce -47.4% |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 454 | $5K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 80 | $5K | No change |
| CINF Cincinnati Financial Corp. | 0.00% | 45 | $5K | New |
| FSS Federal Signal Corp. | 0.00% | 61 | $5K | New |
| CCI Crown Castle Inc. | 0.00% | 52 | $5K | New |
| JRI Nuveen Real Asset Inc. & GRW | 0.00% | 409 | $5K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 96 | $5K | No change |
| ZVRA Zevra Therapeutics Inc. | 0.00% | 1,000 | $5K | Reduce -50.0% |
| AKAM Akamai Technologies Inc. | 0.00% | 54 | $5K | No change |
| CC The Chemours Co. | 0.00% | 215 | $5K | No change |
| AIT Applied Industrial Tech Inc. | 0.00% | 25 | $5K | New |
| BGR BlackRock Enrgy & Res TR | 0.00% | 366 | $5K | No change |
| KVUE Kenvue Inc. | 0.00% | 263 | $5K | New |
| IBDP iShares Ibonds Dec 2024 Term | 0.00% | 190 | $5K | No change |
| UBER Uber Technologies Inc. | 0.00% | 65 | $5K | No change |
| BSM Black Stone Minerals LP | 0.00% | 300 | $5K | No change |
| GIB Cgi Inc. | 0.00% | 47 | $5K | No change |
| INSM Insmed Inc. | 0.00% | 70 | $5K | New |
| VTR Ventas Inc. | 0.00% | 90 | $5K | No change |
| MAR Marriott International Class A | 0.00% | 19 | $5K | New |
| NXPI NXP Semiconductors NV | 0.00% | 17 | $5K | New |
| MTX Minerals Technologies Inc. | 0.00% | 55 | $5K | New |
| PR Permian Resources Corp. Class A | 0.00% | 283 | $5K | New |
| MGM MGM Resorts International | 0.00% | 100 | $4K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 30 | $4K | No change |
| DKS Dick's Sporting Goods Inc. | 0.00% | 20 | $4K | No change |
| NMRK Newmark Group Inc. Class A | 0.00% | 417 | $4K | No change |
| INVESTMENT MANAGERS SER TR I | 0.00% | 186 | $4K | No change |
| HAL Halliburton Co. | 0.00% | 125 | $4K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 561 | $4K | No change |
| DELL Dell Technologies -C | 0.00% | 30 | $4K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 91 | $4K | No change |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.00% | 65 | $4K | New |
| BBWI Bath & Body Works Inc. | 0.00% | 100 | $4K | No change |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.00% | 92 | $4K | New |
| PBH Prestige Consumer Healthcare | 0.00% | 56 | $4K | New |
| NFE New Fortress Energy Inc. | 0.00% | 175 | $4K | No change |
| WDS Woodside Energy Group-ADR | 0.00% | 200 | $4K | No change |
| JGH Nuveen Global High Income | 0.00% | 294 | $4K | No change |
| SNOW Snowflake Inc. | 0.00% | 27 | $4K | No change |
| IMRN Immuron Ltd.-Spon ADR | 0.00% | 1,500 | $4K | No change |
| PTEN Patterson-Uti Energy Inc. | 0.00% | 347 | $4K | New |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 191 | $4K | No change |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.00% | 101 | $4K | New |
| HALO Halozyme Therapeutics Inc. | 0.00% | 68 | $4K | New |
| BPMC Blueprint Medicines Corp. | 0.00% | 33 | $4K | New |
| SRI Stoneridge Inc. | 0.00% | 220 | $4K | No change |
| ARKF ARK Blockchain & Fintech Inn | 0.00% | 126 | $4K | No change |
| HPQ HP Inc. | 0.00% | 100 | $4K | No change |
| TMDX Transmedics Group Inc. | 0.00% | 23 | $3K | New |
| BCC Boise Cascade Co. | 0.00% | 29 | $3K | New |
| DINO HF Sinclair Corp. | 0.00% | 63 | $3K | No change |
| ALDX Aldeyra Therapeutics Inc. | 0.00% | 1,000 | $3K | No change |
| VRNS Varonis Systems Inc. | 0.00% | 69 | $3K | New |
| GM General Motors Co. | 0.00% | 71 | $3K | Reduce -34.3% |
| SOFI Sofi Technologies Inc. | 0.00% | 500 | $3K | No change |
| ESS Essex Property Trust Inc. | 0.00% | 12 | $3K | No change |
| INDA iShares MSCI India ETF | 0.00% | 58 | $3K | No change |
| AAL American Airlines Group Inc. | 0.00% | 284 | $3K | No change |
| BTZ BlackRock Credit Allocation | 0.00% | 300 | $3K | No change |
| VTRS Viatris Inc. | 0.00% | 302 | $3K | No change |
| BETZ Roundhill Sports Bet & Igam | 0.00% | 187 | $3K | Reduce -66.8% |
| HIMX Himax Technologies Inc.-ADR | 0.00% | 400 | $3K | No change |
| XAODX Abrdn Total Dynamic Dividend | 0.00% | 375 | $3K | No change |
| EOLS Evolus Inc. | 0.00% | 290 | $3K | No change |
| MDIV FT Multi-Asset Divers Inc. | 0.00% | 200 | $3K | No change |
| MMSI Merit Medical Systems Inc. | 0.00% | 36 | $3K | New |
| CWST Casella Waste Systems Inc. Class A | 0.00% | 31 | $3K | New |
| CX Cemex Sab-Spons ADR Part Cer | 0.00% | 478 | $3K | No change |
| TMHC Taylor Morrison Home Corp. | 0.00% | 55 | $3K | New |
| EFOR Everforth Inc. filed as ASGN INC | 0.00% | 34 | $3K | New |
| HUBS HubSpot Inc. | 0.00% | 5 | $3K | No change |
| JJSF J & J Snack Foods Corp. | 0.00% | 18 | $3K | New |
| IRT Independence Realty Trust Inc. | 0.00% | 155 | $3K | New |
| ONB Old National Bancorp | 0.00% | 167 | $3K | New |
| ABR Arbor Realty Trust Inc. | 0.00% | 200 | $3K | No change |
| SPSC SPS Commerce Inc. | 0.00% | 15 | $3K | New |
| LNTH Lantheus Holdings Inc. | 0.00% | 35 | $3K | New |
| CERS Cerus Corp. | 0.00% | 1,575 | $3K | No change |
| HLNE Hamilton Lane Inc. Class A | 0.00% | 22 | $3K | New |
| MGY Magnolia Oil & Gas Corp. Class A | 0.00% | 107 | $3K | New |
| ESNT Essent Group Ltd. | 0.00% | 48 | $3K | New |
| EXLS Exlservice Holdings Inc. | 0.00% | 86 | $3K | New |
| EAT Brinker International Inc. | 0.00% | 37 | $3K | New |
| MTSI Macom Technology Solutions H | 0.00% | 24 | $3K | New |
| XBOEX BlackRock Enh GLBL DVD TR | 0.00% | 250 | $3K | No change |
| KAI Kadant Inc. | 0.00% | 9 | $3K | New |
| SM SM Energy Co. | 0.00% | 61 | $3K | New |
| MYRG MYR Group Inc./Delaware | 0.00% | 19 | $3K | New |
| SIGI Selective Insurance Group | 0.00% | 27 | $3K | New |
| ABM Abm Industries Inc. | 0.00% | 50 | $3K | New |
| KRG Kite Realty Group Trust | 0.00% | 111 | $2K | New |
| GEHC GE Healthcare Technology | 0.00% | 31 | $2K | No change |
| AGIO Agios Pharmaceuticals Inc. | 0.00% | 55 | $2K | New |
| SLAB Silicon Laboratories Inc. | 0.00% | 21 | $2K | New |
| LUV Southwest Airlines Co. | 0.00% | 81 | $2K | No change |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 0.00% | 68 | $2K | New |
| BKH Black Hills Corp. | 0.00% | 42 | $2K | New |
| IRBTQ Irobot Corp. | 0.00% | 250 | $2K | No change |
| KBH KB Home | 0.00% | 32 | $2K | New |
| WERN Werner Enterprises Inc. | 0.00% | 62 | $2K | New |
| ITCI Intra-Cellular Therapies Inc. | 0.00% | 32 | $2K | New |
| GTLS Chart Industries Inc. | 0.00% | 15 | $2K | New |
| SSB Southstate Bank Corp. | 0.00% | 28 | $2K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 100 | $2K | No change |
| AORT Artivion Inc. | 0.00% | 82 | $2K | New |
| LESLIES INC | 0.00% | 500 | $2K | No change |
| NWE Northwestern Energy Group Inc. | 0.00% | 41 | $2K | New |
| KTB Kontoor Brands Inc. | 0.00% | 31 | $2K | New |
| PJT PJT Partners Inc. Class A | 0.00% | 19 | $2K | New |
| LGND Ligand Pharmaceuticals | 0.00% | 24 | $2K | New |
| QS Quantumscape Corp. | 0.00% | 411 | $2K | No change |
| WSFS WSFS Financial Corp. | 0.00% | 43 | $2K | New |
| TRNO Terreno Realty Corp. | 0.00% | 34 | $2K | New |
| SR Spire Inc. | 0.00% | 33 | $2K | New |
| EPRT Essential Properties Realty | 0.00% | 72 | $2K | New |
| CNO Cno Financial Group Inc. | 0.00% | 71 | $2K | New |
| ZWS Zurn Elkay Water Solutions C | 0.00% | 65 | $2K | New |
| YELP Yelp Inc. | 0.00% | 51 | $2K | New |
| FOLD Amicus Therapeutics Inc. | 0.00% | 189 | $2K | New |
| FCPT Four Corners Property Trust | 0.00% | 76 | $2K | New |
| KWR Quaker Chemical Corporation | 0.00% | 11 | $2K | New |
| SUPN Supernus Pharmaceuticals Inc. | 0.00% | 69 | $2K | New |
| BOX Box Inc. Class A | 0.00% | 69 | $2K | New |
| MFC Manulife Financial Corp. | 0.00% | 68 | $2K | No change |
| BTX BlackRock Tech & Priv Eqty | 0.00% | 250 | $2K | No change |
| CMDY iShares Bloomberg Roll Selec | 0.00% | 36 | $2K | No change |
| HLN Haleon PLC-ADR | 0.00% | 215 | $2K | No change |
| FIBK First Interstate Bancsys-A | 0.00% | 62 | $2K | New |
| CWK Cushman & Wakefield UK Holdc | 0.00% | 164 | $2K | New |
| CHCO City Holding Co. filed as CITY HLDG CO | 0.00% | 16 | $2K | New |
| URBN Urban Outfitters Inc. | 0.00% | 41 | $2K | New |
| KALU Kaiser Aluminum Corp. | 0.00% | 19 | $2K | New |
| CNMD Conmed Corp. | 0.00% | 24 | $2K | New |
| CMCO Columbus McKinnon Corp. | 0.00% | 48 | $2K | New |
| ROAD Construction Partners Inc. Class A | 0.00% | 30 | $2K | New |
| RPD RAPID7 Inc. | 0.00% | 38 | $2K | New |
| DJT Trump Media & Technology Gro | 0.00% | 50 | $2K | No change |
| AXSM Axsome Therapeutics Inc. | 0.00% | 20 | $2K | New |
| VRNT Verint Systems Inc. | 0.00% | 50 | $2K | New |
| FFBC First Financial Bancorp | 0.00% | 72 | $2K | New |
| LXP LXP Industrial Trust | 0.00% | 171 | $2K | New |
| SMTC Semtech Corp. | 0.00% | 52 | $2K | New |
| UCB United Community Banks | 0.00% | 60 | $2K | New |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 0.00% | 29 | $2K | New |
| INDB Independent Bank Corp. | 0.00% | 30 | $2K | New |
| HUBG Hub Group Inc. Class A | 0.00% | 35 | $2K | New |
| GSBD Goldman Sachs BDC Inc. | 0.00% | 100 | $2K | No change |
| IBTX Independent Bank Group Inc. | 0.00% | 33 | $2K | New |
| PPBI Pacific Premier Bancorp Inc. | 0.00% | 65 | $1K | New |
| ESE Esco Technologies Inc. | 0.00% | 14 | $1K | New |
| ICHR Ichor Holdings Ltd. | 0.00% | 38 | $1K | New |
| VNM Vaneck Vietnam ETF | 0.00% | 118 | $1K | No change |
| AZTA Azenta Inc. | 0.00% | 27 | $1K | New |
| PCRX Pacira Biosciences Inc. | 0.00% | 49 | $1K | New |
| EWZ iShares MSCI Brazil ETF | 0.00% | 51 | $1K | No change |
| WK Workiva Inc. | 0.00% | 19 | $1K | New |
| INST Instructure Holdings Inc. | 0.00% | 59 | $1K | New |
| CHW Calamos Global Dynamic Incom | 0.00% | 200 | $1K | No change |
| EWM iShares MSCI Malaysia ETF | 0.00% | 61 | $1K | No change |
| SNCY Sun Country Airlines Holding filed as SUN CTRY AIRLS HLDGS INC | 0.00% | 108 | $1K | New |
| DRH Diamondrock Hospitality Co. | 0.00% | 159 | $1K | New |
| EZA iShares MSCI South Africa Et | 0.00% | 31 | $1K | No change |
| ARDX Ardelyx Inc. | 0.00% | 179 | $1K | New |
| PECO Phillips Edison & Company Inc. | 0.00% | 40 | $1K | New |
| TGLS Tecnoglass Holdings Inc. | 0.00% | 26 | $1K | New |
| PRGS Progress Software Corp. | 0.00% | 24 | $1K | New |
| STNG Scorpio Tankers Inc. | 0.00% | 16 | $1K | New |
| IMAX Imax Corp. | 0.00% | 77 | $1K | New |
| WAB Wabtec Corp. | 0.00% | 8 | $1K | No change |
| WSBC Wesbanco Inc. | 0.00% | 45 | $1K | New |
| BROS Dutch Bros Inc. Class A | 0.00% | 30 | $1K | No change |
| HEES H&E Equipment Services Inc. | 0.00% | 28 | $1K | New |
| WOR Worthington Enterprises Inc. | 0.00% | 26 | $1K | New |
| BRC INC-A | 0.00% | 200 | $1K | No change |
| ATKR Atkore Inc. | 0.00% | 9 | $1K | New |
| FBNC First Bancorp | 0.00% | 38 | $1K | New |
| AMRC Ameresco Inc. Class A | 0.00% | 42 | $1K | New |
| NEO Neogenomics Inc. | 0.00% | 87 | $1K | New |
| LZB La-Z-Boy Inc. | 0.00% | 32 | $1K | New |
| ARCB Arcbest Corp. | 0.00% | 11 | $1K | New |
| SPT Sprout Social Inc. Class A | 0.00% | 33 | $1K | New |
| FTRE Fortrea Holdings Inc. | 0.00% | 50 | $1K | No change |
| ATRC Atricure Inc. | 0.00% | 51 | $1K | New |
| EFSC Enterprise Financial Service | 0.00% | 28 | $1K | New |
| MXL Maxlinear Inc. | 0.00% | 56 | $1K | New |
| HELE Helen of Troy Ltd. | 0.00% | 12 | $1K | New |
| HDSN Hudson Technologies Inc. | 0.00% | 126 | $1K | No change |
| SOUN Soundhound AI Inc. Class A | 0.00% | 277 | $1K | No change |
| DBRG Digitalbridge Group Inc. | 0.00% | 77 | $1K | No change |
| WYY Widepoint Corp. | 0.00% | 250 | $1K | No change |
| ZD Ziff Davis Inc. | 0.00% | 19 | $1K | New |
| VLY Valley National Bancorp | 0.00% | 149 | $1K | New |
| HUN Huntsman Corp. | 0.00% | 45 | $1K | New |
| SWN Southwestern Energy Co. | 0.00% | 152 | $1K | New |
| AHRT Ah Realty Trust Inc. filed as ARMADA HOFFLER PPTYS INC | 0.00% | 90 | $999 | New |
| FA First Advantage Corp. | 0.00% | 62 | $997 | New |
| DAN Dana Inc. | 0.00% | 82 | $994 | New |
| FTV Fortive Corp. | 0.00% | 13 | $964 | No change |
| OSW Onespaworld Holdings Ltd. | 0.00% | 62 | $953 | New |
| TVTX Travere Therapeutics Inc. | 0.00% | 115 | $946 | New |
| LEVGQ The Lion Electric Co. filed as THE LION ELECTRIC COMPANY | 0.00% | 1,000 | $909 | No change |
| ALG Alamo Group Inc. | 0.00% | 5 | $865 | New |
| TIP iShares Tips Bond ETF | 0.00% | 8 | $855 | New |
| SCHA Schwab US Small-Cap ETF | 0.00% | 18 | $855 | No change |
| ICLN iShares Global Clean Energy | 0.00% | 63 | $840 | Reduce -64.4% |
| PLUG Plug Power Inc. | 0.00% | 355 | $828 | No change |
| RKT Rocket Cos Inc. Class A | 0.00% | 60 | $822 | No change |
| KODK Eastman Kodak Co. | 0.00% | 150 | $807 | No change |
| MBUU Malibu Boats Inc. Class A | 0.00% | 23 | $806 | New |
| ALGT Allegiant Travel Co. | 0.00% | 16 | $804 | New |
| HIBB Hibbett Inc. | 0.00% | 9 | $785 | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 20 | $776 | No change |
| JACK Jack in the Box Inc. | 0.00% | 15 | $765 | New |
| SAH Sonic Automotive Inc. Class A | 0.00% | 14 | $763 | New |
| INSW International Seaways Inc. | 0.00% | 12 | $710 | New |
| OMCL Omnicell Inc. | 0.00% | 26 | $704 | New |
| CHUY Chuy's Holdings Inc. | 0.00% | 27 | $700 | New |
| WS Worthington Steel Inc. | 0.00% | 20 | $668 | New |
| ASB Associated Banc-Corp. | 0.00% | 30 | $635 | New |
| PARAA Paramount Global Class B | 0.00% | 59 | $614 | No change |
| ARTY iShares Future AI & Tech ETF | 0.00% | 18 | $598 | New |
| VGT Vanguard Info Tech ETF | 0.00% | 1 | $577 | New |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.00% | 15 | $573 | New |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.00% | 12 | $535 | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 19 | $505 | No change |
| CWAN Clearwater Analytics HDS-A | 0.00% | 27 | $501 | New |
| NLY Annaly Capital Management Inc. | 0.00% | 25 | $477 | No change |
| SCLX Scilex Holding Co. | 0.00% | 245 | $474 | No change |
| BCIC BCP Investment Corp. filed as PORTMAN RIDGE FIN CORP | 0.00% | 24 | $471 | No change |
| STER Sterling Check Corp. | 0.00% | 30 | $444 | New |
| KRNT Kornit Digital Ltd. | 0.00% | 25 | $366 | No change |
| COHR Coherent Corp. | 0.00% | 5 | $363 | New |
| ATNI Atn International Inc. | 0.00% | 15 | $342 | New |
| UIS Unisys Corp. | 0.00% | 80 | $331 | No change |
| OABI Omniab Inc. | 0.00% | 81 | $304 | New |
| CGC Canopy Growth Corp. | 0.00% | 43 | $278 | Reduce -85.3% |
| NURO Neurometrix Inc. | 0.00% | 62 | $229 | No change |
| TAP Molson Coors Beverage Co. Class B | 0.00% | 4 | $220 | No change |
| GRAL Grail Inc. | 0.00% | 14 | $216 | New |
| REZI Resideo Technologies Inc. | 0.00% | 11 | $213 | No change |
| TMUS T-Mobile US Inc. | 0.00% | 1 | $177 | No change |
| NKLAQ Nikola Corp. | 0.00% | 16 | $132 | Reduce -4.0% |
| ASIX Advansix Inc. | 0.00% | 3 | $58 | No change |
| GTX Garrett Motion Inc. | 0.00% | 7 | $56 | No change |
| AMC AMC Entertainment HLDS Class A | 0.00% | 11 | $55 | No change |
| UA Under Armour Inc. Class C | 0.00% | 2 | $14 | No change |