| RBLX Roblox Corp. Class A | 4.63% | 261,574 | $20.6M | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 3.77% | 531,813 | $16.8M | Add +1.8% |
| SCHD Schwab US DVD Equity ETF | 2.97% | 460,502 | $13.2M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.86% | 18,807 | $12.7M | Reduce -0.0% |
| CGGR Cap Group Growth Equity | 2.76% | 280,490 | $12.3M | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 2.76% | 83,782 | $12.3M | Add +3.0% |
| NVDA Nvidia Corp. | 2.69% | 67,382 | $12.0M | Add +88.1% |
| SCHA Schwab US Small-Cap ETF | 2.63% | 388,298 | $11.7M | Add +3.6% |
| SCHX Schwab US Large-Cap ETF | 2.62% | 436,678 | $11.7M | Add +0.3% |
| SCHM Schwab US Mid Cap ETF | 2.56% | 359,910 | $11.4M | Add +3.0% |
| AAPL Apple Inc. | 2.43% | 43,816 | $10.8M | Add +49.6% |
| UBER Uber Technologies Inc. | 2.41% | 127,998 | $10.7M | Add +2.2% |
| DLN Wisdomtree US Largecap Divid | 2.38% | 119,283 | $10.6M | Add +5.2% |
| RSP Invesco S&P 500 Equal Weight | 2.37% | 53,800 | $10.5M | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 2.01% | 61,654 | $9.0M | Reduce -1.8% |
| VCRB Vanguard Core Bond ETF | 1.90% | 108,610 | $8.4M | Add +37.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.87% | 42,667 | $8.4M | Add +8.9% |
| MSFT Microsoft Corp. | 1.79% | 17,536 | $8.0M | Add +102.8% |
| CGCB Cap Group Core Bond | 1.77% | 297,636 | $7.9M | Add +45.9% |
| ARKK ARK Innovation ETF | 1.73% | 97,318 | $7.7M | Add +2.9% |
| FVD First Trust Value Line DVD | 1.56% | 148,004 | $7.0M | Reduce -2.5% |
| IWF iShares Russell 1000 Growth | 1.55% | 15,014 | $6.9M | Add +3.8% |
| SCHB Schwab US Broad Market ETF | 1.45% | 246,129 | $6.5M | Reduce -0.4% |
| SPLV Invesco S&P 500 Low Volatili | 1.40% | 85,971 | $6.2M | Reduce -2.6% |
| AOR iShares Core 60/40 Balanced | 1.36% | 92,928 | $6.1M | Add +0.1% |
| CGMS Cap Group US Multi-Sect Bond | 1.22% | 197,201 | $5.5M | Add +4.4% |
| COWZ Pacer US Cash Cows 100 ETF | 1.08% | 78,552 | $4.8M | Reduce -1.1% |
| HDV iShares Core High Dividend E | 1.07% | 37,633 | $4.8M | Add +2.0% |
| PFE Pfizer Inc. | 1.04% | 182,254 | $4.7M | Add +3.9% |
| AMZN Amazon.com Inc. | 1.03% | 19,926 | $4.6M | Add +124.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.01% | 9,512 | $4.5M | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 0.94% | 6,717 | $4.2M | Add +14.5% |
| JPST JPMorgan Ultra-Short Income | 0.94% | 82,466 | $4.2M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 6,593 | $4.0M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.78% | 10,752 | $3.5M | Add +299.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.76% | 11,517 | $3.4M | Add +4.5% |
| VNLA Janus Henderson Short Durati | 0.72% | 64,826 | $3.2M | Reduce -1.4% |
| VGT Vanguard Info Tech ETF | 0.71% | 4,281 | $3.2M | Add +9.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.68% | 11,065 | $3.0M | Add +4.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.67% | 151,927 | $3.0M | Add +51.3% |
| VT Vanguard Tot World STK ETF | 0.64% | 20,018 | $2.9M | Add +4.6% |
| V Visa Inc. Class A | 0.62% | 8,511 | $2.8M | Add +14.4% |
| GOOGL Alphabet Inc. Class A | 0.60% | 8,302 | $2.7M | Add +241.4% |
| JPM JPMorgan Chase & Co. | 0.59% | 8,690 | $2.6M | Add +53.8% |
| AVGO Broadcom Inc. | 0.57% | 7,623 | $2.5M | Add +236.4% |
| META Meta Platforms Inc. Class A | 0.56% | 4,122 | $2.5M | Add +138.4% |
| ACWI iShares MSCI Acwi ETF | 0.51% | 16,025 | $2.3M | Add +0.1% |
| VPLS Vanguard Core-Plus Bond ETF | 0.50% | 28,729 | $2.2M | Add +0.7% |
| GSLC Goldman Activebeta US LC ETF | 0.49% | 16,672 | $2.2M | Add +0.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.49% | 49,667 | $2.2M | Add +220.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.48% | 23,051 | $2.2M | Reduce -2.4% |
| BITW Bitwise 10 Crypto Index ETF | 0.46% | 34,052 | $2.0M | New |
| BITQ Bitwise Crypto Indu Inno ETF | 0.43% | 83,930 | $1.9M | New |
| SCHF Schwab Intl Equity ETF | 0.43% | 77,554 | $1.9M | Add +0.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.43% | 23,872 | $1.9M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.42% | 4,430 | $1.9M | Add +62.0% |
| UTG Reaves Utility Income Fund | 0.41% | 49,691 | $1.8M | Add +31.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.40% | 49,396 | $1.8M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.39% | 1,679 | $1.7M | Add +524.2% |
| IWR iShares Russell Mid-Cap ETF | 0.38% | 16,870 | $1.7M | No change |
| JNJ Johnson & Johnson | 0.34% | 6,868 | $1.5M | Add +82.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.33% | 31,502 | $1.5M | Add +8.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.33% | 74,567 | $1.5M | Add +52.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.32% | 29,693 | $1.4M | No change |
| BITB Bitwise Bitcoin ETF | 0.30% | 27,687 | $1.3M | New |
| TOTL SS Doubleline TR Tact ETF | 0.29% | 32,139 | $1.3M | Reduce -3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 11,646 | $1.3M | Add +35.6% |
| COST Costco Wholesale Corp. | 0.28% | 1,297 | $1.3M | Add +54.2% |
| DON Wisdomtree US Midcap Dividen | 0.28% | 23,208 | $1.2M | Add +3.6% |
| CGCP Cap Group Core Plus Income | 0.27% | 53,956 | $1.2M | Add +21.5% |
| AXP American Express Co. | 0.27% | 3,440 | $1.2M | Add +127.2% |
| ABBV Abbvie Inc. | 0.27% | 5,602 | $1.2M | Add +65.0% |
| IWS iShares Russell Mid-Cap Valu | 0.26% | 7,999 | $1.2M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 3,594 | $1.2M | Add +26.0% |
| IVE iShares S&P 500 Value ETF | 0.25% | 5,244 | $1.1M | Add +12.6% |
| RS Reliance Inc. | 0.25% | 3,430 | $1.1M | Add +7.7% |
| SPSK SP Funds Dow Jones Global Su | 0.24% | 58,330 | $1.1M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.23% | 3,078 | $1.0M | Add +53.6% |
| MU Micron Technology Inc. | 0.23% | 2,842 | $1.0M | New |
| IWV iShares Russell 3000 ETF | 0.23% | 2,674 | $1.0M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 16,755 | $965K | Add +17.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 16,974 | $884K | Add +112.2% |
| MCK McKesson Corp. | 0.20% | 1,058 | $870K | New |
| TWLO Twilio Inc. Class A | 0.19% | 7,171 | $859K | Reduce -25.1% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 7,096 | $858K | No change |
| LRCX Lam Research Corp. | 0.19% | 3,853 | $857K | New |
| MA Mastercard Inc. Class A | 0.19% | 1,601 | $851K | New |
| IVV iShares Core S&P 500 ETF | 0.19% | 1,250 | $851K | No change |
| T AT&T Inc. | 0.19% | 35,576 | $834K | Add +58.9% |
| ETN Eaton Corp. PLC | 0.19% | 2,467 | $833K | New |
| RDVY First Trust Rising Dividend | 0.19% | 11,620 | $829K | Add +0.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.18% | 5,504 | $819K | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 2,390 | $782K | No change |
| WMT Walmart Inc. | 0.17% | 6,285 | $746K | New |
| UFOX Defiance Space and Connectiv | 0.17% | 11,426 | $739K | Add +0.1% |
| ORCL Oracle Corp. | 0.16% | 3,907 | $703K | Add +232.5% |
| WFC Wells Fargo & Co. | 0.16% | 8,105 | $702K | Add +228.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.16% | 14,968 | $699K | No change |
| BXMT Blackstone Mortgage Tru Class A | 0.16% | 35,699 | $691K | Add +50.5% |
| BKNG Booking Holdings Inc. | 0.15% | 136 | $684K | New |
| MDT Medtronic PLC | 0.14% | 6,548 | $646K | New |
| MUB iShares National Muni Bond E | 0.13% | 5,526 | $593K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 2,743 | $592K | Add +7.6% |
| AVUV Avantis US Small Cap Value | 0.13% | 5,536 | $592K | Add +26.8% |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 6,472 | $584K | No change |
| UNP Union Pacific Corp. | 0.13% | 2,570 | $570K | Add +9.0% |
| TRV The Travelers Cos Inc. | 0.13% | 2,083 | $562K | New |
| PGR Progressive Corp. | 0.12% | 2,677 | $546K | New |
| BSCS Invesco Bulletshares 2028 CB | 0.12% | 26,410 | $542K | Add +29.8% |
| TGT Target Corp. | 0.12% | 4,937 | $540K | Add +79.8% |
| GM General Motors Co. | 0.12% | 6,922 | $539K | New |
| GL Globe Life Inc. | 0.12% | 3,920 | $537K | New |
| LIN Linde PLC | 0.12% | 1,224 | $530K | New |
| XOM Exxon Mobil Corp. | 0.12% | 4,016 | $524K | Add +31.3% |
| SCHV Schwab US Large-Cap Value | 0.12% | 17,036 | $520K | No change |
| GRMN Garmin Ltd. | 0.12% | 2,586 | $519K | New |
| C Citigroup Inc. | 0.12% | 4,582 | $517K | Add +84.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.11% | 4,800 | $507K | Add +1.7% |
| USB US Bancorp | 0.11% | 9,294 | $505K | Add +56.5% |
| MS Morgan Stanley | 0.11% | 2,773 | $505K | New |
| INTU Intuit Inc. | 0.11% | 935 | $495K | New |
| VZ Verizon Communications Inc. | 0.11% | 12,327 | $482K | Reduce -12.9% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 2,842 | $479K | Add +1.0% |
| XLY SS Consumer Disc Select Sect | 0.11% | 4,000 | $476K | No change |
| WRBY Warby Parker Inc. Class A | 0.10% | 17,449 | $467K | Add +0.8% |
| CGSD Cap Group Short Duration | 0.10% | 17,623 | $458K | No change |
| IHDG Wisdomtree International Hed | 0.10% | 9,095 | $451K | Add +0.0% |
| FDX FedEx Corp. | 0.10% | 1,492 | $449K | New |
| TXN Texas Instruments Inc. | 0.10% | 2,357 | $447K | Add +46.9% |
| XLF SS Financial Select Sector | 0.10% | 8,219 | $437K | Add +0.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.10% | 987 | $436K | New |
| DE Deere & Co. | 0.10% | 851 | $433K | New |
| RRX Regal Rexnord Corp. | 0.09% | 2,775 | $423K | New |
| SCHH Schwab US REIT ETF | 0.09% | 19,314 | $415K | Reduce -19.7% |
| DG Dollar General Corp. | 0.09% | 2,814 | $413K | New |
| BPOP Popular Inc. | 0.09% | 3,281 | $410K | New |
| CL Colgate-Palmolive Co. | 0.09% | 4,781 | $409K | Add +1.5% |
| BSCT Invesco Bulletshares 2029 CB | 0.09% | 21,450 | $403K | Add +55.1% |
| CMCSA Comcast Corp. Class A | 0.09% | 14,200 | $400K | New |
| PWB Invesco Large Cap Growth ETF | 0.09% | 3,040 | $400K | No change |
| NEE Nextera Energy Inc. | 0.09% | 4,763 | $398K | Add +57.7% |
| FBND Fidelity Total Bond ETF | 0.09% | 8,638 | $397K | No change |
| NOW ServiceNow Inc. | 0.09% | 3,113 | $390K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.09% | 7,315 | $387K | Add +21.7% |
| VXF Vanguard Extended Market ETF | 0.09% | 1,755 | $382K | Add +0.1% |
| AMGN Amgen Inc. | 0.09% | 1,151 | $381K | Reduce -4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,304 | $380K | Add +62.2% |
| VLO Valero Energy Corp. | 0.09% | 2,055 | $380K | New |
| GEV GE Vernova Inc. | 0.08% | 551 | $377K | New |
| DVY iShares Select Dividend ETF | 0.08% | 2,572 | $376K | No change |
| COP Conocophillips | 0.08% | 3,888 | $371K | New |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 7,232 | $367K | Reduce -78.3% |
| SYK Stryker Corp. | 0.08% | 1,018 | $366K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.08% | 4,071 | $364K | Add +0.0% |
| QCOM Qualcomm Inc. | 0.08% | 2,359 | $363K | New |
| GBIL Goldman Sachs Access Treasur | 0.08% | 3,588 | $359K | Add +62.2% |
| UPST Upstart Holdings Inc. | 0.08% | 7,992 | $357K | No change |
| MCD McDonald's Corp. | 0.08% | 1,174 | $356K | New |
| GSIE Goldman Sachs Activebeta Int | 0.08% | 8,117 | $353K | No change |
| GLD SPDR Gold Shares | 0.08% | 778 | $340K | Add +0.7% |
| CRM Salesforce Inc. | 0.08% | 1,542 | $339K | New |
| BIV Vanguard Intermediate-Term B | 0.07% | 4,257 | $330K | Add +4.1% |
| ADBE Adobe Inc. | 0.07% | 1,132 | $329K | New |
| BSCU Invesco Bulletshares 2030 CB | 0.07% | 18,939 | $319K | Add +74.2% |
| MRK Merck & Co. Inc. | 0.07% | 2,908 | $318K | Add +21.0% |
| SYY Sysco Corp. | 0.07% | 4,101 | $314K | Reduce -19.8% |
| HSY The Hershey Co. | 0.07% | 1,576 | $313K | Add +2.7% |
| AMP Ameriprise Financial Inc. | 0.07% | 631 | $311K | New |
| VNT Vontier Corp. | 0.07% | 8,476 | $311K | New |
| CSCO Cisco Systems Inc. | 0.07% | 4,193 | $308K | Reduce -1.2% |
| AMD Advanced Micro Devices | 0.07% | 1,311 | $304K | New |
| LOW Lowe's Cos Inc. | 0.07% | 1,131 | $304K | New |
| NTNX Nutanix Inc. Class A | 0.07% | 6,994 | $302K | New |
| NFLX Netflix Inc. | 0.07% | 3,454 | $301K | Add +24.7% |
| ALL Allstate Corp. | 0.07% | 1,552 | $300K | New |
| ISRG Intuitive Surgical Inc. | 0.06% | 541 | $285K | New |
| DAL Delta Air Lines Inc. | 0.06% | 4,161 | $281K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 575 | $279K | Reduce -33.8% |
| FULT Fulton Financial Corp. | 0.06% | 13,913 | $274K | No change |
| R Ryder System Inc. | 0.06% | 1,450 | $273K | New |
| VTRS Viatris Inc. | 0.06% | 21,394 | $271K | No change |
| HD Home Depot Inc. | 0.06% | 717 | $269K | Add +38.7% |
| VRT Vertiv Holdings Co. Class A | 0.06% | 1,531 | $268K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 1,935 | $264K | Reduce -0.4% |
| XLE SS Energy Select Sector | 0.06% | 5,440 | $259K | No change |
| KR Kroger Co. | 0.06% | 4,100 | $259K | New |
| VNQ Vanguard Real Estate ETF | 0.06% | 2,809 | $255K | New |
| ELV Elevance Health Inc. | 0.06% | 694 | $255K | New |
| RY Royal Bank of Canada | 0.06% | 1,500 | $251K | No change |
| REGN Regeneron Pharmaceuticals | 0.06% | 334 | $245K | New |
| SNOW Snowflake Inc. | 0.05% | 1,168 | $241K | New |
| FLS Flowserve Corp. | 0.05% | 3,170 | $241K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.05% | 1,311 | $240K | New |
| BA The Boeing Co. | 0.05% | 954 | $237K | New |
| WTW Willis Towers Watson PLC | 0.05% | 731 | $235K | New |
| BBJP JPMorgan Betabuilders Japan | 0.05% | 3,402 | $232K | No change |
| FDVV Fidelity High Dividend ETF | 0.05% | 4,055 | $230K | Reduce -5.5% |
| EG Everest Group Ltd. | 0.05% | 717 | $229K | New |
| HON Honeywell International Inc. | 0.05% | 1,061 | $228K | New |
| BFH Bread Financial Holdings Inc. | 0.05% | 3,248 | $227K | New |
| XLK SS Technology Select Sector | 0.05% | 1,600 | $227K | No change |
| PG The Procter & Gamble Co. | 0.05% | 1,540 | $226K | New |
| BELFB Bel Fuse Inc. Class B | 0.05% | 1,105 | $222K | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.05% | 3,057 | $221K | New |
| PAYX Paychex Inc. | 0.05% | 2,024 | $217K | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.05% | 341 | $215K | Add +0.3% |
| PLD Prologis Inc. | 0.05% | 1,588 | $208K | New |
| INSM Insmed Inc. | 0.05% | 1,266 | $207K | New |
| MMM 3M Co. | 0.05% | 1,310 | $205K | No change |
| RTX RTX Corp. | 0.05% | 1,032 | $203K | New |
| SHYM iShares Short Duration High | 0.05% | 9,050 | $202K | Reduce -65.8% |
| PANW Palo Alto Networks Inc. | 0.05% | 1,091 | $201K | New |
| SOXX iShares Semiconductor ETF | 0.04% | 594 | $200K | New |
| SYFI AB SHRT Duration HGH YLD ETF filed as AB ACTIVE ETFS INC | 0.04% | 5,554 | $200K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.03% | 10,799 | $146K | Reduce -0.8% |
| CLOV Clover Health Investments Co. | 0.01% | 12,263 | $32K | No change |
| MIST Milestone Pharmaceuticals Inc. | 0.01% | 12,675 | $25K | New |