| SMMU PIMCO SHRT TRM Muni BND ETF | 5.18% | 1,063,477 | $53.4M | Add +69.4% |
| DGRO iShares Core Dividend Growth | 4.82% | 775,639 | $49.6M | Add +1.7% |
| CGCP Cap Group Core Plus Income | 3.58% | 1,637,195 | $36.8M | Add +50.8% |
| USFR Wisdomtree Floating Rate Tre | 3.49% | 714,063 | $35.9M | Add +2.0% |
| GLD SPDR Gold Shares | 2.93% | 99,015 | $30.2M | Reduce -14.3% |
| AAPL Apple Inc. | 2.73% | 137,112 | $28.1M | Reduce -0.6% |
| USTB Victoryshares Short-Term Bon | 2.72% | 550,995 | $28.0M | Add +121.1% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 2.70% | 682,516 | $27.8M | Add +1.8% |
| MUNI PIMCO Intermediate Municipal | 2.66% | 532,402 | $27.3M | Reduce -20.0% |
| IEMG iShares Core MSCI Emerging | 2.50% | 429,175 | $25.8M | Add +2907.5% |
| XLI SS Industrial Select Sector | 2.47% | 172,075 | $25.4M | Add +4185.8% |
| XLC SS Comm Select Sector SPDR | 2.45% | 232,697 | $25.3M | Add +66575.4% |
| XLK SS Technology Select Sector | 2.44% | 99,087 | $25.1M | Add +22678.6% |
| PYLD PIMCO Multisector Bond Actv | 2.02% | 784,273 | $20.8M | Add +478.4% |
| DON Wisdomtree US Midcap Dividen | 1.75% | 359,764 | $18.0M | Add +6.9% |
| IWP iShares Russell Mid-Cap Grow | 1.52% | 112,780 | $15.6M | Add +23.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.49% | 313,302 | $15.4M | Add +0.5% |
| MSFT Microsoft Corp. | 1.42% | 29,423 | $14.6M | Reduce -2.5% |
| XAR SS SPDR S&P Aerospace Def | 1.40% | 68,316 | $14.4M | Add +18876.7% |
| URA Global X Uranium ETF | 1.37% | 363,920 | $14.1M | Add +181860.0% |
| IWF iShares Russell 1000 Growth | 1.33% | 32,185 | $13.7M | Reduce -1.2% |
| PRF Invesco Rafi US 1000 ETF | 1.31% | 319,572 | $13.5M | Reduce -1.9% |
| SGOL Abrdn Physical Gold Shares | 1.20% | 391,121 | $12.3M | Reduce -9.7% |
| LRGF iShares US Equity Factor ETF | 1.18% | 189,150 | $12.1M | Reduce -13.2% |
| DGRS Wisdomtree U.S. Smallcap Qua | 1.13% | 250,951 | $11.7M | Add +7.4% |
| TFLO iShares Treasury Floating Ra | 1.04% | 212,285 | $10.8M | Add +2.5% |
| IAU iShares Gold Trust | 1.03% | 170,724 | $10.6M | Reduce -4.6% |
| PULS Pgim Ultra Short Bond ETF | 1.02% | 210,489 | $10.5M | Add +12.3% |
| JPLD JPMorgan Ltd. Duration ETF | 1.01% | 199,767 | $10.4M | Reduce -22.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.98% | 106,359 | $10.1M | Add +6.8% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.90% | 280,852 | $9.2M | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.87% | 389,673 | $8.9M | Add +2.9% |
| CGMU Cap Group Municipal Income | 0.86% | 332,639 | $8.9M | New |
| JPM JPMorgan Chase & Co. | 0.76% | 26,941 | $7.8M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.68% | 39,601 | $7.0M | Add +5.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.66% | 134,010 | $6.8M | Add +18.9% |
| JEPI JPMorgan Equity Premium Inco | 0.65% | 118,426 | $6.7M | Reduce -30.6% |
| PWV Invesco Large Cap Value ETF | 0.65% | 107,396 | $6.7M | Reduce -0.9% |
| WMT Walmart Inc. | 0.64% | 67,383 | $6.6M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.61% | 8,491 | $6.3M | Reduce -2.9% |
| BRO Brown & Brown Inc. | 0.60% | 55,577 | $6.2M | Reduce -1.2% |
| BWXT BWX Technologies Inc. | 0.59% | 42,490 | $6.1M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.59% | 38,362 | $6.1M | Add +2.7% |
| AFL Aflac Inc. | 0.56% | 54,960 | $5.8M | Add +0.9% |
| JNJ Johnson & Johnson | 0.56% | 37,907 | $5.8M | Add +2.0% |
| PAYX Paychex Inc. | 0.55% | 39,158 | $5.7M | Add +1.8% |
| LIN Linde PLC | 0.54% | 11,899 | $5.6M | Add +0.1% |
| ADI Analog Devices Inc. | 0.52% | 22,704 | $5.4M | Add +0.4% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.52% | 48,329 | $5.4M | New |
| MCD McDonald's Corp. | 0.49% | 17,436 | $5.1M | Add +2.0% |
| SYK Stryker Corp. | 0.49% | 12,712 | $5.0M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.49% | 8,931 | $5.0M | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.49% | 37,613 | $5.0M | Reduce -1.2% |
| LOW Lowe's Cos Inc. | 0.47% | 21,894 | $4.9M | Add +5.9% |
| NEE Nextera Energy Inc. | 0.47% | 69,390 | $4.8M | Add +2.1% |
| GD General Dynamics Corp. | 0.47% | 16,442 | $4.8M | Add +0.3% |
| BLK BlackRock Inc. | 0.46% | 4,541 | $4.8M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.46% | 68,134 | $4.7M | Reduce -4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 22,936 | $4.7M | Add +3.2% |
| LHX L3HARRIS Technologies Inc. | 0.45% | 18,279 | $4.6M | Reduce -0.3% |
| CMI Cummins Inc. | 0.44% | 13,957 | $4.6M | Add +3.0% |
| ABT Abbott Laboratories | 0.44% | 33,565 | $4.6M | Reduce -3.0% |
| CB Chubb Ltd. | 0.44% | 15,623 | $4.5M | Add +1.1% |
| CBSH Commerce Bancshares Inc. | 0.43% | 71,540 | $4.4M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 14,574 | $4.4M | Add +13.4% |
| FDS Factset Research Systems Inc. | 0.42% | 9,676 | $4.3M | Add +2.6% |
| KO The Coca-Cola Co. | 0.42% | 60,536 | $4.3M | Add +0.0% |
| GLW Corning Inc. | 0.42% | 81,433 | $4.3M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 8,495 | $4.1M | Add +0.8% |
| RSPG Invesco S&P 500 Equal Weight | 0.39% | 53,706 | $4.0M | Add +4.8% |
| QCOM Qualcomm Inc. | 0.39% | 25,080 | $4.0M | Add +4.6% |
| APD Air Products & Chemicals Inc. | 0.38% | 13,907 | $3.9M | Add +4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 6,281 | $3.9M | Reduce -12.6% |
| NVDA Nvidia Corp. | 0.38% | 24,446 | $3.9M | Add +122.0% |
| AMGN Amgen Inc. | 0.37% | 13,652 | $3.8M | Add +3.4% |
| RF Regions Financial Corp. | 0.36% | 159,139 | $3.7M | Add +3.0% |
| VRT Vertiv Holdings Co. Class A | 0.36% | 28,698 | $3.7M | Reduce -1.3% |
| MPC Marathon Petroleum Corp. | 0.35% | 21,671 | $3.6M | Reduce -0.2% |
| MDT Medtronic PLC | 0.35% | 41,087 | $3.6M | Add +4.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 66,348 | $3.4M | Reduce -2.4% |
| CGGR Cap Group Growth Equity | 0.32% | 81,978 | $3.3M | Add +0.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.32% | 168,066 | $3.3M | Reduce -83.7% |
| BDX Becton Dickinson and Co. | 0.32% | 18,877 | $3.3M | Add +16.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.31% | 100,069 | $3.2M | Add +50.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 38,367 | $3.2M | Add +15.6% |
| SO The Southern Co. | 0.30% | 34,008 | $3.1M | Add +1.0% |
| O Realty Income Corp. | 0.27% | 48,485 | $2.8M | Add +2.9% |
| RTX RTX Corp. | 0.27% | 19,091 | $2.8M | Reduce -1.5% |
| AMT American Tower Corp. | 0.26% | 12,088 | $2.7M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.25% | 32,711 | $2.6M | Reduce -30.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.24% | 29,130 | $2.4M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 4,403 | $2.4M | Add +2.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.20% | 52,573 | $2.1M | Add +2.3% |
| CSL Carlisle Cos Inc. | 0.20% | 5,518 | $2.1M | Add +0.0% |
| FCF First Commonwealth Finl Corp. | 0.20% | 126,887 | $2.1M | Add +0.0% |
| WEC WEC Energy Group Inc. | 0.20% | 19,748 | $2.1M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.20% | 3,615 | $2.1M | Reduce -9.2% |
| AMZN Amazon.com Inc. | 0.19% | 8,996 | $2.0M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.18% | 10,663 | $1.9M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.16% | 12,497 | $1.6M | Reduce -9.1% |
| ES Eversource Energy | 0.15% | 24,961 | $1.6M | Add +2.2% |
| IBTF iShares Ibonds Dec 2025 Term | 0.14% | 63,055 | $1.5M | Reduce -43.6% |
| PBBK PB Bankshares Inc. | 0.14% | 81,839 | $1.4M | No change |
| IJR iShares Core S&P Small-Cap E | 0.13% | 12,160 | $1.3M | Add +3.7% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 21,408 | $1.3M | Add +3.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 15,802 | $1.3M | Reduce -2.7% |
| VHT Vanguard Health Care ETF | 0.12% | 5,170 | $1.3M | No change |
| XOM Exxon Mobil Corp. | 0.12% | 11,889 | $1.3M | Add +0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 16,096 | $1.3M | Add +0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 8,776 | $1.2M | Reduce -15.0% |
| TSLA Tesla Inc. | 0.11% | 3,675 | $1.2M | Add +17.6% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 8,203 | $1.1M | Add +58.3% |
| SCHM Schwab US Mid Cap ETF | 0.10% | 38,117 | $1.1M | Add +2.6% |
| CGSD Cap Group Short Duration | 0.10% | 40,202 | $1.0M | Add +62.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.09% | 13,228 | $962K | Add +4.0% |
| STBA S & T Bancorp Inc. | 0.09% | 24,656 | $932K | No change |
| NFLX Netflix Inc. | 0.09% | 678 | $908K | Reduce -9.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 2,985 | $880K | Add +0.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 15,923 | $866K | Reduce -2.7% |
| FNB FNB Corp. | 0.08% | 58,473 | $853K | Add +0.1% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.08% | 31,508 | $811K | Add +940.2% |
| AOA iShares Core 80/20 Aggressiv | 0.08% | 9,712 | $810K | Add +0.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.08% | 6,606 | $787K | Reduce -1.1% |
| ACN Accenture PLC Class A | 0.08% | 2,626 | $785K | Add +0.3% |
| CVX Chevron Corp. | 0.08% | 5,460 | $782K | Reduce -6.9% |
| LLY Eli Lilly & Co. | 0.07% | 978 | $762K | Add +0.7% |
| PNC PNC Financial Services Group | 0.07% | 4,048 | $755K | Reduce -0.7% |
| AOR iShares Core 60/40 Balanced | 0.07% | 11,986 | $738K | Reduce -33.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 10,897 | $732K | Reduce -0.8% |
| V Visa Inc. Class A | 0.07% | 2,030 | $721K | Reduce -0.7% |
| FNOV FT Vest US Equity Buffer ETF | 0.07% | 14,355 | $719K | Reduce -15.0% |
| HD Home Depot Inc. | 0.07% | 1,957 | $718K | Add +1.2% |
| HSY The Hershey Co. | 0.07% | 4,189 | $695K | Add +6.9% |
| VCLT Vanguard Long-Term Corp. Bond | 0.06% | 8,557 | $649K | Add +17.1% |
| CAT Caterpillar Inc. | 0.06% | 1,593 | $618K | Add +2.0% |
| PPL PPL Corp. | 0.06% | 18,225 | $618K | Add +0.0% |
| RDVY First Trust Rising Dividend | 0.06% | 9,832 | $617K | Reduce -10.2% |
| HTAB Hartford Schroders Tax Aware | 0.06% | 32,737 | $613K | No change |
| TLT iShares 20+ Year Treasury BD | 0.06% | 6,684 | $590K | Add +11.0% |
| IWB iShares Russell 1000 ETF | 0.05% | 1,647 | $559K | No change |
| ITOT iShares Core S&P Total U.S. | 0.05% | 4,122 | $557K | Reduce -4.9% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 0.05% | 9,325 | $555K | Reduce -2.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 1,253 | $552K | No change |
| AVGO Broadcom Inc. | 0.05% | 1,983 | $547K | Add +130.8% |
| DLN Wisdomtree US Largecap Divid | 0.05% | 6,608 | $543K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.05% | 6,806 | $541K | Reduce -1.9% |
| WELL Welltower Inc. | 0.05% | 3,469 | $533K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 1,886 | $528K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.05% | 1,297 | $524K | Add +119.1% |
| SPEM State Street SP PTF Em ETF | 0.05% | 12,255 | $524K | Reduce -19.3% |
| PEP Pepsico Inc. | 0.05% | 3,961 | $523K | Reduce -2.6% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.05% | 5,343 | $520K | Reduce -2.2% |
| CEG Constellation Energy | 0.05% | 1,588 | $513K | Add +20.2% |
| UPS United Parcel Service Class B | 0.05% | 4,966 | $501K | Reduce -0.7% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.05% | 5,694 | $495K | Reduce -4.0% |
| NBTB N B T Bancorp Inc. | 0.05% | 11,529 | $479K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.05% | 5,973 | $475K | Reduce -17.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.05% | 20,631 | $464K | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 2,512 | $457K | Add +9.3% |
| PM Philip Morris International | 0.04% | 2,485 | $453K | Reduce -1.9% |
| GMAY FT Vest U.S. Equity Moderate | 0.04% | 11,548 | $452K | Reduce -33.5% |
| VGT Vanguard Info Tech ETF | 0.04% | 665 | $441K | Reduce -1.8% |
| HON Honeywell International Inc. | 0.04% | 1,888 | $440K | Reduce -4.4% |
| TT Trane Technologies PLC | 0.04% | 1,004 | $439K | Reduce -3.0% |
| ORCL Oracle Corp. | 0.04% | 1,994 | $436K | Reduce -29.3% |
| NMAR Innovator GRW-100 PB ETF Mar | 0.04% | 15,783 | $436K | No change |
| YLDE Franklin Clearbridge Enhance | 0.04% | 8,173 | $430K | No change |
| BMY Bristol-Myers Squibb Co. | 0.04% | 9,173 | $425K | Reduce -0.2% |
| BND Vanguard Total Bond Market | 0.04% | 5,754 | $424K | Add +566.7% |
| TFC Truist Financial Corp. | 0.04% | 9,802 | $421K | Add +0.1% |
| ACWI iShares MSCI Acwi ETF | 0.04% | 3,234 | $416K | Add +29.1% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 7,127 | $406K | Add +4.1% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,569 | $404K | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 779 | $397K | Reduce -16.5% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 2,915 | $396K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.04% | 5,434 | $378K | Add +14.3% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 3,427 | $377K | Reduce -1.0% |
| PECO Phillips Edison & Company Inc. | 0.04% | 10,731 | $376K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.03% | 6,933 | $354K | Reduce -1.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 962 | $352K | No change |
| CII BlackRock Enhan LRG Cap Core | 0.03% | 16,435 | $351K | No change |
| WM Waste Management Inc. | 0.03% | 1,527 | $349K | Reduce -0.4% |
| AXP American Express Co. | 0.03% | 1,068 | $341K | Reduce -1.2% |
| PAVE Global X US Infrastructure | 0.03% | 7,782 | $339K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,400 | $332K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 526 | $327K | Reduce -25.8% |
| AXON Axon Enterprise Inc. | 0.03% | 389 | $322K | Add +285.1% |
| T AT&T Inc. | 0.03% | 11,111 | $322K | Add +0.6% |
| GVI iShares Intermediate Governm | 0.03% | 2,975 | $318K | Reduce -22.2% |
| SCHX Schwab US Large-Cap ETF | 0.03% | 12,734 | $311K | Add +78.0% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 5,019 | $307K | No change |
| MELI MercadoLibre Inc. | 0.03% | 116 | $303K | Add +427.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.03% | 14,408 | $298K | Add +0.1% |
| ABBV Abbvie Inc. | 0.03% | 1,593 | $296K | Add +0.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.03% | 1,297 | $295K | No change |
| AMRX Amneal Pharmaceuticals Inc. | 0.03% | 36,054 | $292K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 5,185 | $291K | Add +0.5% |
| BA The Boeing Co. | 0.03% | 1,351 | $283K | Add +1.4% |
| VZ Verizon Communications Inc. | 0.03% | 6,532 | $283K | Add +1.4% |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.03% | 9,370 | $275K | Add +254.3% |
| DASH DoorDash Inc. Class A | 0.03% | 1,090 | $269K | Reduce -15.8% |
| VNQ Vanguard Real Estate ETF | 0.03% | 3,008 | $268K | No change |
| FUN Six Flags Entertainment Corp. | 0.03% | 8,797 | $268K | No change |
| CASY Casey's General Stores Inc. | 0.03% | 513 | $262K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.03% | 10,379 | $261K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.03% | 1,978 | $260K | No change |
| LRCX Lam Research Corp. | 0.03% | 2,655 | $258K | Reduce -1.1% |
| DFUV Dimensional US Marketwide Va | 0.02% | 5,954 | $252K | No change |
| FTNT Fortinet Inc. | 0.02% | 2,381 | $252K | Add +1.7% |
| MMM 3M Co. | 0.02% | 1,643 | $250K | Reduce -3.0% |
| TTWO Take-Two Interactive Softwre | 0.02% | 1,012 | $246K | Reduce -14.6% |
| IFEB Innovator Intl D PB ETF-Feb | 0.02% | 8,532 | $244K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 5,147 | $244K | Add +1.0% |
| ZS Zscaler Inc. | 0.02% | 772 | $242K | Add +19200.0% |
| APP AppLovin Corp. Class A | 0.02% | 690 | $242K | New |
| IWM iShares Russell 2000 ETF | 0.02% | 1,105 | $238K | Add +2.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.02% | 2,533 | $238K | No change |
| JPST JPMorgan Ultra-Short Income | 0.02% | 4,670 | $237K | Add +22.1% |
| ESGD iShares Trust iShares ESG Aw | 0.02% | 2,626 | $234K | No change |
| SPOT Spotify Technology SA | 0.02% | 304 | $233K | No change |
| LGLV SPDR US LC Low Vol Idx | 0.02% | 1,330 | $232K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 519 | $227K | Reduce -0.9% |
| IEF iShares 7-10 Year Treasury B | 0.02% | 2,358 | $226K | Reduce -10.0% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.02% | 3,064 | $225K | Reduce -2.2% |
| IMAR Innovator Intdevpow Buf-Mar | 0.02% | 7,933 | $224K | Add +1.9% |
| EFV iShares MSCI Eafe Value ETF | 0.02% | 3,449 | $219K | No change |
| AOM iShares Core 40/60 Moderate | 0.02% | 4,707 | $217K | Add +0.4% |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 5,288 | $215K | No change |
| BIV Vanguard Intermediate-Term B | 0.02% | 2,766 | $214K | New |
| EW Edwards Lifesciences Corp. | 0.02% | 2,665 | $208K | Add +0.5% |
| GMAR FT Vest US Equity Moderate B | 0.02% | 5,267 | $205K | Add +146.9% |
| GEV GE Vernova Inc. | 0.02% | 380 | $201K | Add +10.5% |
| LNKB Linkbancorp Inc. | 0.01% | 20,875 | $153K | Add +4.4% |
| CXAPP INC | 0.00% | 10,000 | $11K | No change |
| INTS Intensity Therapeutics Inc. | 0.00% | 16,525 | $5K | Add +73.5% |