| JPST JPMorgan Ultra-Short Income | 8.91% | 618,387 | $31.3M | Add +1.6% |
| SHY iShares 1-3 Year Treasury Bo | 4.26% | 182,124 | $15.0M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 4.02% | 39,443 | $14.1M | Reduce -0.2% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 3.98% | 380,063 | $14.0M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 3.78% | 18,009 | $13.3M | Add +0.3% |
| QUAL iShares MSCI USA Quality Fac | 3.66% | 58,556 | $12.8M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 3.35% | 152,477 | $11.8M | Reduce -0.5% |
| AVGO Broadcom Inc. | 3.00% | 27,822 | $10.5M | Reduce -2.1% |
| ETN Eaton Corp. PLC | 2.55% | 21,011 | $9.0M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 2.45% | 26,280 | $8.6M | Add +0.3% |
| V Visa Inc. Class A | 2.35% | 24,060 | $8.3M | Add +0.8% |
| MSFT Microsoft Corp. | 2.32% | 21,817 | $8.1M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 2.15% | 8,080 | $7.6M | Add +0.3% |
| XLRE SS Real Estate Select Sector | 2.12% | 169,102 | $7.4M | Add +0.7% |
| RTX RTX Corp. | 2.11% | 39,106 | $7.4M | Add +0.5% |
| JEPI JPMorgan Equity Premium Inco | 2.06% | 127,988 | $7.2M | Reduce -1.8% |
| NVDA Nvidia Corp. | 2.03% | 35,593 | $7.1M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.95% | 28,697 | $6.8M | Add +0.1% |
| LLY Eli Lilly & Co. | 1.92% | 5,631 | $6.8M | Add +14.1% |
| NEE Nextera Energy Inc. | 1.91% | 76,548 | $6.7M | Add +3.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.84% | 126,661 | $6.5M | Add +8.1% |
| VIG Vanguard Dividend Apprec ETF | 1.83% | 27,115 | $6.4M | Add +0.5% |
| AVDE Avantis International Equity | 1.66% | 65,183 | $5.8M | Add +11.5% |
| LIN Linde PLC | 1.63% | 11,016 | $5.7M | Add +1.3% |
| AAPL Apple Inc. | 1.60% | 19,438 | $5.6M | Reduce -1.5% |
| AMGN Amgen Inc. | 1.56% | 15,098 | $5.5M | Add +1.4% |
| CVX Chevron Corp. | 1.55% | 32,905 | $5.5M | Add +2.4% |
| JAAA Janus Henderson Aaa Clo ETF | 1.37% | 95,014 | $4.8M | Add +9.8% |
| HD Home Depot Inc. | 1.36% | 13,511 | $4.8M | Reduce -2.6% |
| VYM Vanguard High DVD Yield ETF | 1.21% | 26,890 | $4.2M | Add +0.8% |
| FEOE First Eagle Overseas Eq ETF | 1.18% | 77,219 | $4.1M | Add +5.1% |
| VGIT Vanguard Intermediate-Term T | 1.13% | 67,206 | $4.0M | Reduce -4.5% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.10% | 101,934 | $3.9M | Add +3.9% |
| CGMU Cap Group Municipal Income | 1.05% | 133,783 | $3.7M | Add +19.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.03% | 73,321 | $3.6M | Add +1.2% |
| BX Blackstone Inc. | 0.92% | 27,400 | $3.2M | Add +5.3% |
| CSCO Cisco Systems Inc. | 0.78% | 23,155 | $2.7M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.69% | 16,499 | $2.4M | Add +0.3% |
| AVSC Avantis US Small Cap Equity | 0.63% | 30,176 | $2.2M | Add +10.1% |
| CL Colgate-Palmolive Co. | 0.59% | 22,585 | $2.1M | No change |
| ABT Abbott Laboratories | 0.54% | 20,972 | $1.9M | Reduce -22.4% |
| FEGE First Eagle GL Equity ETF | 0.52% | 37,633 | $1.8M | Add +0.1% |
| TMSL T.rowe PRC Small-Mid Cap ETF | 0.44% | 35,155 | $1.5M | Add +12.1% |
| META Meta Platforms Inc. Class A | 0.43% | 2,696 | $1.5M | Reduce -6.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 2 | $1.5M | No change |
| DFSD Dimensional Short Duration | 0.40% | 29,375 | $1.4M | New |
| WMB Williams Cos Inc. | 0.36% | 17,145 | $1.3M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 0.34% | 3,516 | $1.2M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.34% | 8,757 | $1.2M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.32% | 4,409 | $1.1M | Add +1.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.31% | 11,154 | $1.1M | Add +6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 2,148 | $1.1M | Reduce -8.4% |
| NVS Novartis AG-Sponsored ADR | 0.30% | 6,789 | $1.1M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 9,041 | $1.1M | Reduce -2.6% |
| JNJ Johnson & Johnson | 0.27% | 3,710 | $942K | Add +0.0% |
| AVEM Avantis Emerging Markets Eq | 0.26% | 9,333 | $901K | Add +13.2% |
| VIGI Vanguard Int Div App Indx FD | 0.24% | 9,156 | $855K | Reduce -16.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 8,532 | $823K | Add +0.3% |
| GRMN Garmin Ltd. | 0.22% | 3,305 | $785K | No change |
| LMT Lockheed Martin Corp. | 0.21% | 1,463 | $746K | Add +281.0% |
| DFAS Dimensional US Small Cap ETF | 0.21% | 9,037 | $744K | Reduce -6.7% |
| PPG PPG Industries Inc. | 0.21% | 5,980 | $725K | No change |
| GLD SPDR Gold Shares | 0.20% | 1,949 | $718K | Add +4.6% |
| AVMC Avantis US Mid Cap Eq ETF | 0.20% | 8,669 | $696K | Reduce -0.1% |
| LMBS First Trust Low Duration Opp | 0.20% | 13,975 | $696K | Reduce -9.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 8,512 | $686K | Reduce -6.0% |
| ETR Entergy Corp. | 0.19% | 5,748 | $660K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.18% | 311 | $619K | Add +11.5% |
| EQIX Equinix Inc. | 0.18% | 590 | $615K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.17% | 792 | $604K | Add +0.6% |
| MDT Medtronic PLC | 0.17% | 7,680 | $601K | Reduce -5.1% |
| CB Chubb Ltd. | 0.17% | 1,744 | $594K | Add +0.9% |
| XOM Exxonmobil Holdings Corp. | 0.15% | 3,976 | $544K | Reduce -2.5% |
| AMD Advanced Micro Devices | 0.15% | 920 | $534K | Reduce -13.6% |
| XLK SS Technology Select Sector | 0.15% | 2,804 | $534K | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 5,386 | $520K | Reduce -0.2% |
| WMT Walmart Inc. | 0.14% | 4,461 | $505K | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.13% | 3,184 | $467K | Add +4.0% |
| EOG EOG Resources Inc. | 0.13% | 3,514 | $456K | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 2,977 | $451K | Add +11.0% |
| PLD Prologis Inc. | 0.13% | 3,295 | $446K | Add +16.8% |
| DFCF Dimensional Core Fixed Inc. | 0.11% | 9,503 | $401K | No change |
| CASY Casey's General Stores Inc. | 0.11% | 481 | $382K | New |
| DCOR Dimensional US Core Eq 1 ETF | 0.10% | 4,109 | $337K | Add +0.3% |
| BE Bloom Energy Corp. Class A | 0.09% | 1,009 | $305K | New |
| MCK McKesson Corp. | 0.08% | 393 | $297K | No change |
| HONA Honeywell Aerospace Inc. | 0.08% | 1,291 | $285K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.08% | 6,456 | $273K | Reduce -1.2% |
| HON Honeywell International Inc. | 0.08% | 1,203 | $269K | Reduce -6.6% |
| JMUB JPMorgan Municipal ETF | 0.07% | 5,184 | $263K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.07% | 5,996 | $254K | New |
| GOOG Alphabet Inc. Class C | 0.07% | 691 | $244K | Reduce -11.2% |
| XLV SS Health Care Select Sector | 0.07% | 1,499 | $238K | Add +0.1% |
| SPGI S&P Global Inc. | 0.07% | 575 | $234K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 627 | $232K | New |
| KLAC KLA Corp. | 0.06% | 730 | $220K | New |
| DHR Danaher Corp. | 0.06% | 1,100 | $210K | Reduce -19.1% |
| SGOV iShares 0-3 Month Treasury B | 0.06% | 2,000 | $201K | New |
| MINT PIMCO Enhanced Short Maturit | 0.06% | 1,991 | $201K | New |
| GS Goldman Sachs Group Inc. | 0.06% | 197 | $199K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 635 | $192K | New |
| FTNT Fortinet Inc. | 0.05% | 1,226 | $188K | New |
| IWF iShares Russell 1000 Growth | 0.05% | 1,484 | $184K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.05% | 1,635 | $180K | Reduce -10.2% |
| NFLX Netflix Inc. | 0.05% | 2,460 | $176K | Reduce -2.4% |
| FLV American Century Focused Lar | 0.05% | 2,094 | $170K | New |
| FTGC First Trust Global Tactical | 0.05% | 6,175 | $167K | New |
| WM Waste Management Inc. | 0.05% | 738 | $164K | New |
| LNG Cheniere Energy Inc. | 0.04% | 657 | $157K | New |
| DAL Delta Air Lines Inc. | 0.04% | 1,675 | $157K | New |
| LITE Lumentum Holdings Inc. | 0.04% | 182 | $156K | New |
| GEV GE Vernova Inc. | 0.04% | 132 | $155K | New |
| HIG Hartford Insurance Group Inc. | 0.04% | 1,137 | $151K | New |
| MCD McDonald's Corp. | 0.04% | 534 | $144K | Reduce -24.1% |
| AFL Aflac Inc. | 0.04% | 1,190 | $140K | New |
| UNH Unitedhealth Group Inc. | 0.04% | 317 | $132K | New |
| NOC Northrop Grumman Corp. | 0.04% | 258 | $131K | Reduce -77.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 2,125 | $131K | New |
| LOW Lowe's Cos Inc. | 0.04% | 588 | $130K | New |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 882 | $129K | New |
| FWD AB Disruptors ETF filed as AB ACTIVE ETFS INC | 0.04% | 865 | $128K | New |
| IAU iShares Gold Trust | 0.04% | 1,650 | $125K | New |
| CTVA Corteva Inc. | 0.04% | 1,470 | $124K | New |
| EXEL Exelixis Inc. | 0.04% | 2,273 | $124K | New |
| ANET Arista Networks Inc. | 0.04% | 724 | $123K | New |
| APH Amphenol Corp. Class A | 0.03% | 682 | $120K | New |
| XLC SS Comm Select Sector SPDR | 0.03% | 942 | $101K | New |
| ITOT iShares Core S&P Total U.S. | 0.03% | 598 | $98K | New |
| BIP Brookfield Infrastructure Pa | 0.03% | 2,666 | $97K | New |
| XLY SS Consumer Disc Select Sect | 0.03% | 828 | $97K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.03% | 801 | $95K | New |
| URI United Rentals Inc. | 0.03% | 84 | $95K | New |
| EMR Emerson Electric Co. | 0.03% | 631 | $90K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 925 | $89K | New |
| QQMG Invesco ESG Nasdaq 100 | 0.03% | 1,731 | $89K | New |
| BA The Boeing Co. | 0.02% | 392 | $85K | New |
| IVV iShares Core S&P 500 ETF | 0.02% | 112 | $84K | New |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 540 | $82K | New |
| XVV iShares ESG Select Screened | 0.02% | 1,395 | $79K | New |
| MS Morgan Stanley | 0.02% | 378 | $79K | New |
| PHM Pultegroup Inc. | 0.02% | 570 | $78K | New |
| TSLA Tesla Inc. | 0.02% | 184 | $77K | New |
| JIRE JPMorgan Int Res Enh Eqty | 0.02% | 931 | $77K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 1,500 | $77K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 271 | $76K | New |
| GWW WW Grainger Inc. | 0.02% | 54 | $73K | New |
| AYI Acuity Inc. | 0.02% | 190 | $72K | New |
| WFC Wells Fargo & Co. | 0.02% | 859 | $71K | New |
| JCI Johnson Controls Internation | 0.02% | 485 | $71K | New |
| AME Ametek Inc. | 0.02% | 286 | $69K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.02% | 1,000 | $68K | New |
| MU Micron Technology Inc. | 0.02% | 58 | $67K | New |
| ESGD iShares Trust iShares ESG Aw | 0.02% | 646 | $66K | New |
| MA Mastercard Inc. Class A | 0.02% | 128 | $66K | New |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 1,957 | $65K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.02% | 683 | $65K | New |
| T AT&T Inc. | 0.02% | 3,107 | $64K | New |
| DE Deere & Co. | 0.02% | 100 | $63K | New |
| NOW ServiceNow Inc. | 0.02% | 632 | $63K | New |
| QCOM Qualcomm Inc. | 0.02% | 339 | $63K | New |
| BKNG Booking Holdings Inc. | 0.02% | 350 | $62K | New |
| GRID First TRST Nasd Class Edg Sgiif | 0.02% | 325 | $62K | New |
| EVUS iShares ESG Aw MSCI US Value | 0.02% | 1,699 | $60K | New |
| GSST Goldman Sachs Ultra Short Bo | 0.02% | 1,154 | $58K | New |
| ISRG Intuitive Surgical Inc. | 0.02% | 146 | $58K | New |
| WELL Welltower Inc. | 0.02% | 250 | $57K | New |
| LEU Centrus Energy Corp. Class A | 0.02% | 326 | $55K | New |
| ALL Allstate Corp. | 0.02% | 228 | $54K | New |
| QBTS D-Wave Quantum Inc. | 0.02% | 2,255 | $54K | New |
| APD Air Products & Chemicals Inc. | 0.02% | 181 | $53K | New |
| XLE SS Energy Select Sector | 0.01% | 984 | $52K | New |
| SBUX Starbucks Corp. | 0.01% | 503 | $51K | New |
| LUV Southwest Airlines Co. | 0.01% | 1,000 | $51K | New |
| MINO PIMCO Municipal Income Oppor | 0.01% | 1,038 | $47K | New |
| IEMG iShares Core MSCI Emerging | 0.01% | 572 | $47K | New |
| SCHW Schwab (charles) Corp. | 0.01% | 508 | $47K | New |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 889 | $46K | New |
| IDA Idacorp Inc. | 0.01% | 304 | $46K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 740 | $45K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 94 | $45K | New |
| PSX Phillips 66 | 0.01% | 250 | $42K | New |
| PYLD PIMCO Multisector Bond Actv | 0.01% | 1,515 | $40K | New |
| GLW Corning Inc. | 0.01% | 150 | $38K | New |
| XLP SS Consumer Staples Sel Sect | 0.01% | 457 | $38K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 432 | $38K | New |
| GPC Genuine Parts Co. | 0.01% | 316 | $37K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 547 | $37K | New |
| EPR Epr Properties filed as EPR PPTYS | 0.01% | 600 | $35K | New |
| AMAT Applied Materials Inc. | 0.01% | 48 | $35K | New |
| PRU Prudential Financial Inc. | 0.01% | 320 | $35K | New |
| IXUS iShares Core Intl Stock ETF | 0.01% | 361 | $34K | New |
| SNOW Snowflake Inc. | 0.01% | 135 | $34K | New |
| KMI Kinder Morgan Inc. | 0.01% | 1,012 | $32K | New |
| IWL iShares Russell Top 200 ETF | 0.01% | 173 | $32K | New |
| AXON Axon Enterprise Inc. | 0.01% | 55 | $31K | New |
| AMT American Tower Corp. | 0.01% | 188 | $31K | Reduce -83.9% |
| VGT Vanguard Info Tech ETF | 0.01% | 256 | $31K | New |
| OKE Oneok Inc. | 0.01% | 350 | $30K | New |
| VTIP Vanguard Short-Term Tips | 0.01% | 600 | $30K | New |
| XLI SS Industrial Select Sector | 0.01% | 162 | $30K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 357 | $30K | New |
| TGT Target Corp. | 0.01% | 225 | $29K | New |
| SO The Southern Co. | 0.01% | 300 | $29K | New |
| VNQ Vanguard Real Estate ETF | 0.01% | 290 | $28K | New |
| SLV iShares Silver Trust | 0.01% | 510 | $27K | New |
| ITW Illinois Tool Works | 0.01% | 100 | $27K | New |
| VEA Vanguard Ftse Developed ETF | 0.01% | 376 | $27K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 512 | $26K | New |
| SHEL Shell PLC-ADR | 0.01% | 330 | $26K | New |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.01% | 680 | $26K | New |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.01% | 482 | $25K | New |
| LYV Live Nation Entertainment Inc. | 0.01% | 135 | $25K | New |
| PFE Pfizer Inc. | 0.01% | 1,000 | $24K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 530 | $24K | New |
| TMUS T-Mobile US Inc. | 0.01% | 141 | $24K | New |
| COP Conocophillips | 0.01% | 225 | $23K | New |
| VOO Vanguard S&P 500 ETF | 0.01% | 34 | $23K | New |
| BP BP PLC-Spons ADR | 0.01% | 628 | $23K | New |
| PWR Quanta Services Inc. | 0.01% | 32 | $23K | New |
| BAC Bank of America Corp. | 0.01% | 400 | $23K | New |
| C Citigroup Inc. | 0.01% | 161 | $23K | New |
| IJR iShares Core S&P Small-Cap E | 0.01% | 151 | $22K | New |
| NUE Nucor Corp. | 0.01% | 100 | $22K | New |
| VRT Vertiv Holdings Co. Class A | 0.01% | 65 | $22K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 137 | $20K | New |
| WBD Warner Bros Discovery Inc. | 0.01% | 751 | $20K | New |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 149 | $20K | New |
| HEDJ Wisdomtree Europe Hedged Equ | 0.01% | 340 | $19K | New |
| MRVL Marvell Technology Inc. | 0.01% | 64 | $19K | New |
| BIBL Inspire 100 ETF | 0.01% | 320 | $19K | New |
| GE General Electric filed as GE AEROSPACE | 0.01% | 47 | $18K | New |
| D Dominion Energy Inc. | 0.00% | 250 | $17K | New |
| AVUV Avantis US Small Cap Value | 0.00% | 128 | $16K | New |
| ZTS Zoetis Inc. | 0.00% | 217 | $16K | New |
| CCI Crown Castle Inc. | 0.00% | 200 | $15K | New |
| ERET iShares Env Aware Re Estate | 0.00% | 483 | $14K | New |
| PJP Invesco Pharmaceuticals ETF | 0.00% | 109 | $13K | New |
| FRDM Freedom 100 Emeging MRKT ETF | 0.00% | 171 | $12K | New |
| O Realty Income Corp. | 0.00% | 200 | $12K | New |
| KO The Coca-Cola Co. | 0.00% | 152 | $12K | New |
| USB US Bancorp | 0.00% | 174 | $11K | New |
| ISMD Inspire Small/Mid Cap ETF | 0.00% | 198 | $10K | New |
| PM Philip Morris International | 0.00% | 54 | $10K | New |
| VXUS Vanguard Total Intl Stock | 0.00% | 101 | $9K | New |
| ICLR Icon PLC filed as ICON PUB LTD CO | 0.00% | 43 | $7K | New |
| TPIF Timothy Plan Intl ETF | 0.00% | 195 | $7K | New |
| CRWV Coreweave Inc. Class A | 0.00% | 73 | $7K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 500 | $7K | New |
| CBSH Commerce Bancshares Inc. | 0.00% | 120 | $7K | New |
| HIMS Hims & Hers Health Inc. | 0.00% | 175 | $6K | New |
| KMB Kimberly-Clark Corp. | 0.00% | 55 | $6K | New |
| PRCT Procept Biorobotics Corp. | 0.00% | 260 | $6K | New |
| GIL Gildan Activewear Inc. | 0.00% | 92 | $5K | New |
| UBER Uber Technologies Inc. | 0.00% | 50 | $4K | New |
| GD General Dynamics Corp. | 0.00% | 10 | $4K | New |
| CRSP Crispr Therapeutics AG | 0.00% | 64 | $3K | New |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.00% | 70 | $3K | New |
| SHOE Shoe Station Group Inc. | 0.00% | 200 | $3K | New |
| CCL Carnival Corp. Ltd. | 0.00% | 100 | $3K | New |
| LULU Lululemon Athletica Inc. | 0.00% | 20 | $2K | New |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.00% | 62 | $2K | New |
| AOK iShares Core 30/70 Conservat | 0.00% | 53 | $2K | New |
| BFLY Butterfly Network Inc. | 0.00% | 100 | $842 | New |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 14 | $476 | New |
| PGX Invesco Preferred ETF | 0.00% | 34 | $369 | New |
| BNT Brookfield Wealth Solutions | 0.00% | 3 | $128 | New |