| DFUS Dimensional US Eq MKT ETF | 12.95% | 3,168,425 | $235.0M | Add +7.3% |
| DFAS Dimensional US Small Cap ETF | 9.82% | 2,555,837 | $178.1M | Add +4.0% |
| DFUV Dimensional US Marketwide Va | 8.53% | 3,319,491 | $154.7M | Add +9.2% |
| AVUV Avantis US Small Cap Value | 6.44% | 1,144,995 | $116.8M | Add +10.8% |
| DFAC Dimensional US Core Equity 2 | 4.93% | 2,259,558 | $89.5M | Add +8.0% |
| DUHP Dimensional US High Profi Et | 4.60% | 2,192,684 | $83.4M | Add +22.1% |
| DFIV Dimensional International Va | 4.48% | 1,629,209 | $81.3M | Add +4.1% |
| DFGR Dim Global Real Estate ETF | 3.87% | 2,654,516 | $70.1M | Add +17.5% |
| AVDV Avantis Intl S/C Value ETF | 3.62% | 699,750 | $65.8M | Add +1.5% |
| DFAE Dimensional Emerging Core Eq | 3.50% | 1,949,400 | $63.5M | Add +13.4% |
| DFIS Dimensional International SM | 2.62% | 1,441,448 | $47.5M | Add +1.6% |
| DIHP Dimensional International Hi | 2.21% | 1,267,809 | $40.1M | Add +11.6% |
| AAPL Apple Inc. | 1.93% | 128,737 | $35.0M | Reduce -3.1% |
| DFGP Dimensional GLBL Core PL Fix | 1.80% | 603,912 | $32.7M | Add +1.7% |
| DFAX Dimensional World Ex US Core | 1.58% | 876,305 | $28.7M | Reduce -3.2% |
| DFAT Dimensional US Target Value | 1.57% | 477,900 | $28.5M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 1.17% | 213,260 | $21.3M | Reduce -1.6% |
| EBI Longview Advantage ETF | 1.05% | 336,794 | $19.1M | No change |
| AVEM Avantis Emerging Markets Eq | 1.03% | 243,128 | $18.7M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 53,625 | $18.0M | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.88% | 32,925 | $15.9M | Reduce -0.8% |
| AVDE Avantis International Equity | 0.76% | 166,767 | $13.7M | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 0.71% | 106,949 | $12.9M | Reduce -2.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.61% | 256,753 | $11.2M | Add +25.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 15,100 | $10.3M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 20,378 | $10.2M | Reduce -4.9% |
| IVV iShares Core S&P 500 ETF | 0.56% | 14,814 | $10.1M | Add +32.6% |
| NVDA Nvidia Corp. | 0.52% | 50,587 | $9.4M | Reduce -0.8% |
| DFLV Dim US Large Cap Value ETF | 0.51% | 270,316 | $9.2M | Add +17.2% |
| AMZN Amazon.com Inc. | 0.49% | 38,591 | $8.9M | Reduce -8.7% |
| LLY Eli Lilly & Co. | 0.48% | 8,051 | $8.7M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.48% | 15,057 | $8.6M | Add +0.0% |
| DFSV Dimensional US Small Cap Val | 0.47% | 260,138 | $8.6M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.46% | 40,518 | $8.4M | Reduce -0.5% |
| DFAI Dimensional International Co. | 0.39% | 187,496 | $7.1M | Add +6.9% |
| XOM Exxon Mobil Corp. | 0.34% | 50,791 | $6.1M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.33% | 19,306 | $5.9M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.32% | 18,287 | $5.7M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.30% | 6,389 | $5.5M | Add +3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 28,799 | $5.5M | Reduce -0.8% |
| DFAW Dimensional World Eqty ETF | 0.30% | 73,519 | $5.4M | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.29% | 16,551 | $5.2M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 0.27% | 15,005 | $4.8M | Reduce -2.6% |
| DFAU Dimensional US Core Equity M | 0.26% | 100,791 | $4.7M | Reduce -1.8% |
| DFSI Dimensional Int Sus COR1 ETF | 0.26% | 108,525 | $4.6M | Add +16.2% |
| DCOR Dimensional US Core Eq 1 ETF | 0.26% | 63,039 | $4.6M | Reduce -0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 23,269 | $4.6M | Reduce -1.8% |
| DFEM Dimensional Emrg MRKT Core | 0.25% | 135,980 | $4.5M | Reduce -1.2% |
| CVX Chevron Corp. | 0.23% | 27,756 | $4.2M | Reduce -1.7% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.22% | 39,649 | $4.0M | Add +0.4% |
| DFIC Dimensional International Co. | 0.22% | 113,455 | $3.9M | Add +66.7% |
| WWD Woodward Inc. | 0.21% | 12,538 | $3.8M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 45,447 | $3.6M | Add +8.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.19% | 85,045 | $3.5M | Add +7.8% |
| ABBV Abbvie Inc. | 0.19% | 15,275 | $3.5M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.19% | 5,404 | $3.4M | Reduce -3.3% |
| BND Vanguard Total Bond Market | 0.17% | 41,971 | $3.1M | Reduce -4.0% |
| HON Honeywell International Inc. | 0.16% | 14,939 | $2.9M | Reduce -3.0% |
| DFSD Dimensional Short Duration | 0.14% | 54,343 | $2.6M | Add +0.4% |
| TSLA Tesla Inc. | 0.14% | 5,724 | $2.6M | Reduce -3.4% |
| WMT Walmart Inc. | 0.13% | 21,836 | $2.4M | Add +8.5% |
| AVGO Broadcom Inc. | 0.12% | 6,451 | $2.2M | Add +12.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 7,286 | $2.2M | Add +2.5% |
| PEP Pepsico Inc. | 0.12% | 14,807 | $2.1M | Add +4.2% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.12% | 20,912 | $2.1M | Add +3.3% |
| PG The Procter & Gamble Co. | 0.11% | 14,474 | $2.1M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.11% | 3,141 | $2.1M | Reduce -6.9% |
| EFA iShares MSCI Eafe ETF | 0.11% | 21,090 | $2.0M | Add +47.5% |
| KMB Kimberly-Clark Corp. | 0.11% | 20,043 | $2.0M | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 7,698 | $2.0M | Add +11.2% |
| UPST Upstart Holdings Inc. | 0.11% | 44,389 | $1.9M | Add +33.2% |
| HD Home Depot Inc. | 0.11% | 5,623 | $1.9M | Reduce -12.5% |
| AVLV Avantis US Large Cap Value | 0.11% | 25,299 | $1.9M | Add +5.7% |
| VNQ Vanguard Real Estate ETF | 0.10% | 20,482 | $1.8M | Add +7.1% |
| AXP American Express Co. | 0.10% | 4,714 | $1.7M | Reduce -0.4% |
| PSN Parsons Corp. | 0.09% | 26,434 | $1.6M | Reduce -9.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 5,393 | $1.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 2 | $1.5M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 28,444 | $1.4M | No change |
| MMM 3M Co. | 0.08% | 8,697 | $1.4M | Reduce -1.5% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 4,381 | $1.3M | Reduce -11.7% |
| V Visa Inc. Class A | 0.07% | 3,778 | $1.3M | Reduce -0.7% |
| ITW Illinois Tool Works | 0.07% | 5,187 | $1.3M | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.07% | 8,868 | $1.3M | Reduce -11.8% |
| MCK McKesson Corp. | 0.07% | 1,537 | $1.3M | Add +1.4% |
| DVY iShares Select Dividend ETF | 0.07% | 8,828 | $1.2M | Reduce -4.7% |
| UNP Union Pacific Corp. | 0.07% | 5,367 | $1.2M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 2,544 | $1.2M | Add +0.1% |
| ABT Abbott Laboratories | 0.07% | 9,854 | $1.2M | Reduce -0.3% |
| T AT&T Inc. | 0.07% | 47,511 | $1.2M | Reduce -7.7% |
| BIV Vanguard Intermediate-Term B | 0.06% | 14,877 | $1.2M | Add +26.0% |
| IWD iShares Russell 1000 Value E | 0.06% | 5,498 | $1.2M | Reduce -24.5% |
| LMT Lockheed Martin Corp. | 0.06% | 2,297 | $1.1M | Reduce -0.0% |
| GLD SPDR Gold Shares | 0.06% | 2,699 | $1.1M | Add +31.6% |
| CVS CVS Health Corp. | 0.06% | 13,292 | $1.1M | Reduce -2.8% |
| ORCL Oracle Corp. | 0.05% | 5,044 | $983K | Reduce -0.2% |
| VDE Vanguard Energy ETF | 0.05% | 7,734 | $974K | Reduce -4.2% |
| VZ Verizon Communications Inc. | 0.05% | 23,158 | $943K | Reduce -4.9% |
| CLX Clorox Company | 0.05% | 9,284 | $936K | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 28,266 | $922K | Add +6.8% |
| MRK Merck & Co. Inc. | 0.05% | 8,745 | $920K | Reduce -7.8% |
| TXN Texas Instruments Inc. | 0.05% | 5,209 | $904K | Add +0.8% |
| MA Mastercard Inc. Class A | 0.05% | 1,572 | $897K | Reduce -2.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.05% | 8,703 | $891K | New |
| GS Goldman Sachs Group Inc. | 0.05% | 1,008 | $886K | Reduce -10.1% |
| AMGN Amgen Inc. | 0.05% | 2,704 | $885K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.05% | 11,471 | $884K | Add +21.4% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 13,809 | $863K | Add +2.0% |
| SCHW Schwab (charles) Corp. | 0.05% | 8,546 | $854K | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,870 | $851K | Reduce -29.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 9,462 | $846K | Reduce -9.9% |
| AVRE Avantis Real Estate ETF | 0.05% | 19,422 | $845K | Add +0.0% |
| PM Philip Morris International | 0.05% | 5,197 | $834K | Reduce -0.1% |
| NFLX Netflix Inc. | 0.05% | 8,836 | $828K | Add +6.7% |
| IWF iShares Russell 1000 Growth | 0.04% | 1,726 | $817K | Reduce -34.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 10,877 | $800K | Add +7.3% |
| MDY State Street SPDR S&P Midcap | 0.04% | 1,268 | $765K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 13,556 | $746K | Add +24.9% |
| ZION Zions Bancorp NA | 0.04% | 12,672 | $742K | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.04% | 4,282 | $732K | Add +9.0% |
| NOW ServiceNow Inc. | 0.04% | 4,685 | $718K | Reduce -3.8% |
| SCHF Schwab Intl Equity ETF | 0.04% | 29,239 | $703K | Add +18.0% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 4,860 | $697K | Add +25.1% |
| GEV GE Vernova Inc. | 0.04% | 1,056 | $690K | Reduce -12.9% |
| COF Capital One Financial Corp. | 0.04% | 2,834 | $687K | Add +19.2% |
| INTC Intel Corp. | 0.04% | 18,366 | $678K | Add +5.2% |
| VT Vanguard Tot World STK ETF | 0.04% | 4,751 | $670K | Add +35.9% |
| GWW WW Grainger Inc. | 0.04% | 640 | $646K | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.03% | 9,604 | $634K | Add +2.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 2,971 | $629K | Reduce -0.4% |
| BX Blackstone Inc. | 0.03% | 3,992 | $615K | Add +0.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.03% | 12,004 | $613K | Add +1.6% |
| WSO Watsco Inc. | 0.03% | 1,785 | $601K | Reduce -0.3% |
| MPC Marathon Petroleum Corp. | 0.03% | 3,671 | $597K | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 3,847 | $591K | Add +0.3% |
| DE Deere & Co. | 0.03% | 1,244 | $579K | Reduce -6.7% |
| FDX FedEx Corp. | 0.03% | 1,940 | $560K | Reduce -1.9% |
| VGT Vanguard Info Tech ETF | 0.03% | 743 | $560K | Reduce -4.3% |
| DHR Danaher Corp. | 0.03% | 2,419 | $554K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 4,854 | $552K | Reduce -6.8% |
| SM SM Energy Co. | 0.03% | 29,455 | $551K | Reduce -0.0% |
| AVGE Avantis All Eqty Mrkts ETF | 0.03% | 6,225 | $535K | Add +1.7% |
| IFRA iShares US Infrastructure | 0.03% | 10,146 | $534K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 9,484 | $510K | Reduce -23.2% |
| MO Altria Group Inc. | 0.03% | 8,810 | $508K | Reduce -4.5% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 5,276 | $508K | Reduce -34.4% |
| CTAS Cintas Corp. | 0.03% | 2,693 | $506K | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.03% | 1,726 | $498K | Add +0.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.03% | 6,575 | $478K | Add +0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 5,986 | $477K | Add +112.0% |
| MDT Medtronic PLC | 0.03% | 4,917 | $472K | Reduce -2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 2,655 | $472K | Reduce -3.1% |
| PNW Pinnacle West Capital | 0.02% | 5,078 | $450K | No change |
| BA The Boeing Co. | 0.02% | 2,067 | $449K | Add +3.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 1,471 | $447K | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 4,580 | $431K | No change |
| ISCF iShares International Small | 0.02% | 10,300 | $427K | No change |
| AVSD Avantis Reps Intern Equi ETF | 0.02% | 5,710 | $424K | No change |
| IDV iShares International Select | 0.02% | 10,498 | $414K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 1,673 | $412K | Reduce -11.0% |
| LRCX Lam Research Corp. | 0.02% | 2,396 | $410K | Add +4.7% |
| WFC Wells Fargo & Co. | 0.02% | 4,333 | $404K | Reduce -8.4% |
| PPG PPG Industries Inc. | 0.02% | 3,940 | $404K | Reduce -0.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 973 | $402K | No change |
| SCHX Schwab US Large-Cap ETF | 0.02% | 14,883 | $400K | Add +1.1% |
| LII Lennox International Inc. | 0.02% | 823 | $400K | Reduce -1.8% |
| PFE Pfizer Inc. | 0.02% | 15,876 | $395K | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.02% | 5,631 | $394K | Add +2.3% |
| EVTR Eaton Vance Total Return | 0.02% | 7,484 | $385K | New |
| SO The Southern Co. | 0.02% | 4,415 | $385K | Reduce -0.1% |
| AVSU Avantis Resp US Equity ETF | 0.02% | 5,017 | $383K | No change |
| XEL Xcel Energy Inc. | 0.02% | 5,176 | $382K | Add +7.4% |
| DFAR Dimensional US Real Est ETF | 0.02% | 16,659 | $382K | Add +3.9% |
| GTES Gates Industrial Corp. UK Ltd. | 0.02% | 16,875 | $362K | Reduce -11.9% |
| ITA iShares U.S. Aerospace & Def | 0.02% | 1,624 | $349K | No change |
| NUE Nucor Corp. | 0.02% | 2,090 | $341K | No change |
| GWX State Street SPDR S&P Intern | 0.02% | 8,318 | $340K | No change |
| VLO Valero Energy Corp. | 0.02% | 2,074 | $338K | Reduce -0.9% |
| ATR Aptargroup Inc. | 0.02% | 2,752 | $336K | Add +0.2% |
| QTUM Defiance Quantum ETF | 0.02% | 3,011 | $330K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.02% | 4,613 | $329K | Add +14.5% |
| SCHA Schwab US Small-Cap ETF | 0.02% | 11,459 | $326K | Reduce -22.9% |
| PANW Palo Alto Networks Inc. | 0.02% | 1,761 | $324K | Reduce -0.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.02% | 3,987 | $323K | Reduce -0.7% |
| ISRG Intuitive Surgical Inc. | 0.02% | 567 | $321K | Reduce -8.0% |
| AMAT Applied Materials Inc. | 0.02% | 1,240 | $319K | Reduce -1.9% |
| INTU Intuit Inc. | 0.02% | 480 | $318K | Reduce -20.0% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 2,612 | $316K | Add +10.6% |
| SYK Stryker Corp. | 0.02% | 890 | $313K | Reduce -5.9% |
| USB US Bancorp | 0.02% | 5,761 | $307K | Add +0.2% |
| UBER Uber Technologies Inc. | 0.02% | 3,736 | $305K | Add +5.3% |
| RAA Smi 3FOURTEEN RL Asst Alloc | 0.02% | 11,103 | $305K | Reduce -1.5% |
| DTE DTE Energy Company | 0.02% | 2,349 | $303K | Reduce -0.6% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.02% | 517 | $301K | No change |
| AIQ Global X Art Intel & Tech | 0.02% | 5,919 | $301K | Add +0.5% |
| URI United Rentals Inc. | 0.02% | 371 | $300K | No change |
| NEE Nextera Energy Inc. | 0.02% | 3,693 | $296K | Add +13.0% |
| MS Morgan Stanley | 0.02% | 1,625 | $288K | Add +6.8% |
| ALL Allstate Corp. | 0.02% | 1,383 | $288K | Reduce -7.8% |
| MRSH Marsh & McLennan Cos | 0.02% | 1,550 | $288K | Reduce -2.8% |
| WBD Warner Bros Discovery Inc. | 0.02% | 9,846 | $284K | New |
| PFF iShares Preferred & Income S | 0.02% | 8,828 | $273K | Reduce -9.6% |
| MCO Moody's Corp. | 0.02% | 535 | $273K | Add +4.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 2,353 | $273K | Add +2.1% |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 5,735 | $264K | Reduce -4.9% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 4,769 | $257K | Add +0.9% |
| CSW CSW Industrials Inc. | 0.01% | 864 | $254K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 2,450 | $251K | Add +0.1% |
| C Citigroup Inc. | 0.01% | 2,116 | $247K | Reduce -3.9% |
| SCHD Schwab US DVD Equity ETF | 0.01% | 8,997 | $247K | Reduce -1.4% |
| USHY iShares Broad Usd High Yield | 0.01% | 6,511 | $243K | Reduce -5.4% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.01% | 3,729 | $242K | Reduce -3.0% |
| MU Micron Technology Inc. | 0.01% | 841 | $240K | New |
| MCW Mister Car Wash Inc. | 0.01% | 42,758 | $238K | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 409 | $237K | Reduce -2.6% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 1,233 | $236K | Add +1.7% |
| IVE iShares S&P 500 Value ETF | 0.01% | 1,112 | $236K | No change |
| MTCH Match Group Inc. | 0.01% | 7,235 | $234K | No change |
| DUK Duke Energy Corp. | 0.01% | 1,962 | $230K | Add +9.6% |
| AEYE Audioeye Inc. | 0.01% | 22,945 | $229K | New |
| CVGW Calavo Growers Inc. | 0.01% | 10,444 | $227K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 2,712 | $225K | New |
| ANET Arista Networks Inc. | 0.01% | 1,705 | $223K | Reduce -0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 4,467 | $222K | Add +34.3% |
| SCHV Schwab US Large-Cap Value | 0.01% | 7,446 | $220K | No change |
| BLK BlackRock Inc. | 0.01% | 205 | $220K | Reduce -28.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 867 | $219K | Reduce -8.8% |
| SBUX Starbucks Corp. | 0.01% | 2,598 | $219K | Reduce -0.4% |
| RDDT Reddit Inc. Class A | 0.01% | 947 | $218K | Add +4.3% |
| CTVA Corteva Inc. | 0.01% | 3,240 | $217K | Reduce -3.7% |
| WM Waste Management Inc. | 0.01% | 979 | $215K | Reduce -0.6% |
| PSX Phillips 66 | 0.01% | 1,659 | $214K | Reduce -18.4% |
| AFL Aflac Inc. | 0.01% | 1,921 | $212K | No change |
| GLW Corning Inc. | 0.01% | 2,414 | $211K | New |
| AEP American Electric Power | 0.01% | 1,833 | $211K | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.01% | 984 | $211K | New |
| PPA Invesco Aerospace & Defense | 0.01% | 1,338 | $210K | New |
| TSCO Tractor Supply Company | 0.01% | 4,153 | $208K | Add +1.6% |
| SCHB Schwab US Broad Market ETF | 0.01% | 7,886 | $207K | New |
| NVS Novartis AG-Sponsored ADR | 0.01% | 1,497 | $206K | New |
| CI The Cigna Group | 0.01% | 748 | $206K | Reduce -4.3% |
| TT Trane Technologies PLC | 0.01% | 525 | $204K | Add +1.6% |
| ADI Analog Devices Inc. | 0.01% | 750 | $203K | New |
| TGNA Tegna Inc. | 0.01% | 10,455 | $203K | No change |
| DINO HF Sinclair Corp. | 0.01% | 4,402 | $203K | No change |
| ORLY O'reilly Automotive Inc. | 0.01% | 2,202 | $201K | Reduce -2.6% |
| WBS Webster Financial Corp. | 0.01% | 3,186 | $201K | New |
| AUR Aurora Innovation Inc. | 0.01% | 33,588 | $129K | No change |
| DNP DNP Select Income Fund Inc. | 0.01% | 10,594 | $106K | No change |
| EPRX Eupraxia Pharmaceuticals Inc. | 0.00% | 11,000 | $83K | No change |
| CCO Clear Channel Outdoor Holdin | 0.00% | 28,600 | $63K | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 0.00% | 15,617 | $57K | No change |