| GE General Electric filed as GE AEROSPACE | 5.73% | 87,834 | $24.9M | Reduce -0.3% |
| GEV GE Vernova Inc. | 4.29% | 21,395 | $18.7M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.60% | 64,951 | $11.3M | Reduce -0.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.41% | 246,258 | $10.5M | Reduce -2.2% |
| SCHZ Schwab US Aggregate Bond ETF | 2.35% | 440,395 | $10.2M | Add +10.7% |
| AAPL Apple Inc. | 2.07% | 35,558 | $9.0M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.89% | 14,241 | $8.2M | Reduce -1.4% |
| MSFT Microsoft Corp. | 1.81% | 21,315 | $7.9M | Add +1.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.75% | 96,528 | $7.6M | Reduce -1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.67% | 79,222 | $7.3M | Add +51.9% |
| SCHX Schwab US Large-Cap ETF | 1.63% | 276,481 | $7.1M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.58% | 10,560 | $6.9M | Reduce -0.3% |
| SPMO Invesco S&P 500 Momentum ETF | 1.42% | 54,922 | $6.2M | Reduce -30.1% |
| TSLA Tesla Inc. | 1.39% | 16,242 | $6.0M | Add +3.7% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.38% | 173,996 | $6.0M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 1.30% | 8,682 | $5.7M | Reduce -0.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.19% | 226,276 | $5.2M | Reduce -13.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.19% | 67,658 | $5.2M | Add +30.4% |
| VIG Vanguard Dividend Apprec ETF | 1.15% | 23,205 | $5.0M | Reduce -2.9% |
| SCHF Schwab Intl Equity ETF | 1.10% | 193,781 | $4.8M | Reduce -0.1% |
| QLTY GMO U.S. Quality ETF | 1.10% | 132,256 | $4.8M | Reduce -3.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.97% | 151,291 | $4.2M | Add +1.5% |
| AMZN Amazon.com Inc. | 0.95% | 19,762 | $4.1M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.94% | 14,260 | $4.1M | Add +1.2% |
| SCHG Schwab US Large-Cap Growth | 0.84% | 125,033 | $3.6M | Add +1.8% |
| PPA Invesco Aerospace & Defense | 0.80% | 20,935 | $3.5M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.78% | 11,565 | $3.4M | Add +2.4% |
| WMT Walmart Inc. | 0.78% | 27,170 | $3.4M | Add +4.4% |
| PVAL Putnam Focused LRG Cap Value | 0.77% | 72,136 | $3.3M | Add +7.3% |
| ICSH iShares Ultra Short Duration | 0.73% | 62,820 | $3.2M | Reduce -9.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.68% | 50,988 | $3.0M | Add +21.0% |
| GRNY Fundstr Gran SH US LRG Cap | 0.66% | 120,480 | $2.9M | Add +12.6% |
| GMOI GMO International Value ETF | 0.66% | 78,730 | $2.9M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 8,867 | $2.8M | Reduce -0.0% |
| TLT iShares 20+ Year Treasury BD | 0.63% | 31,780 | $2.8M | Add +98.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.62% | 54,941 | $2.7M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.61% | 23,482 | $2.7M | Add +34.3% |
| CGMU Cap Group Municipal Income | 0.60% | 95,691 | $2.6M | Add +3.3% |
| IYW iShares Ustechnology ETF | 0.58% | 13,837 | $2.5M | Reduce -2.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.57% | 22,437 | $2.5M | Add +23.6% |
| SPTS SS SPDR P St Term TSY ETF | 0.56% | 83,169 | $2.4M | Add +0.9% |
| AMAT Applied Materials Inc. | 0.55% | 6,950 | $2.4M | Add +66.6% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.55% | 66,145 | $2.4M | Add +0.4% |
| SPAB SS SPDR P Agg Bond ETF | 0.55% | 92,559 | $2.4M | Add +2.9% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 41,752 | $2.4M | Add +1047.3% |
| IVE iShares S&P 500 Value ETF | 0.54% | 11,055 | $2.3M | Add +48.2% |
| ORCL Oracle Corp. | 0.52% | 15,489 | $2.3M | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.50% | 8,752 | $2.2M | Add +3.9% |
| GEHC GE Healthcare Technology | 0.50% | 30,447 | $2.2M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.49% | 3,749 | $2.1M | Add +3.4% |
| EFV iShares MSCI Eafe Value ETF | 0.49% | 28,760 | $2.1M | Reduce -6.3% |
| AMGN Amgen Inc. | 0.49% | 6,057 | $2.1M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.49% | 2,302 | $2.1M | Add +0.3% |
| AIRR First Trust Rba American Ind | 0.48% | 19,031 | $2.1M | Add +51.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.47% | 23,465 | $2.1M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.47% | 8,305 | $2.0M | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.46% | 25,817 | $2.0M | Add +2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 12,500 | $2.0M | Add +1.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.46% | 43,092 | $2.0M | Add +10.8% |
| COST Costco Wholesale Corp. | 0.46% | 1,993 | $2.0M | Add +3.5% |
| DVY iShares Select Dividend ETF | 0.45% | 13,062 | $2.0M | Reduce -0.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.45% | 43,123 | $2.0M | Add +4.6% |
| EAGG iShares ESG Aware US Aggrega | 0.44% | 40,665 | $1.9M | Add +1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 9,972 | $1.9M | Add +11.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.42% | 19,333 | $1.8M | Add +3.9% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.42% | 47,064 | $1.8M | Add +0.9% |
| SPEM State Street SP PTF Em ETF | 0.42% | 38,508 | $1.8M | Add +7.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.41% | 14,830 | $1.8M | Add +0.6% |
| ROK Rockwell Automation Inc. | 0.40% | 4,858 | $1.7M | Reduce -0.5% |
| WM Waste Management Inc. | 0.40% | 7,576 | $1.7M | Add +2.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.39% | 22,608 | $1.7M | Add +9.2% |
| BA The Boeing Co. | 0.39% | 8,531 | $1.7M | Add +3.8% |
| IDMO Invesco S&P International DE | 0.37% | 29,650 | $1.6M | Add +67.0% |
| RKLB Rocket Lab Corp. | 0.37% | 25,284 | $1.6M | Add +4.3% |
| AMLP Alerian MLP ETF | 0.36% | 30,111 | $1.6M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 31,766 | $1.5M | Reduce -0.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.36% | 33,728 | $1.5M | Add +28.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.36% | 58,808 | $1.5M | Add +4.5% |
| SCHH Schwab US REIT ETF | 0.35% | 70,351 | $1.5M | Reduce -1.0% |
| AOA iShares Core 80/20 Aggressiv | 0.34% | 16,664 | $1.5M | Add +3.7% |
| PKW Invesco Buyback Achievers Et | 0.33% | 11,093 | $1.5M | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 21,504 | $1.5M | Add +21.5% |
| CGGR Cap Group Growth Equity | 0.33% | 36,058 | $1.4M | Reduce -0.9% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.33% | 47,268 | $1.4M | Add +1.4% |
| V Visa Inc. Class A | 0.33% | 4,766 | $1.4M | Add +4.0% |
| FDLO Fidelity Low Volat Fact ETF | 0.33% | 22,094 | $1.4M | Reduce -14.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 25,600 | $1.4M | New |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.33% | 6,000 | $1.4M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 9,598 | $1.4M | Add +6.1% |
| HSY The Hershey Co. | 0.32% | 6,691 | $1.4M | Add +0.2% |
| HD Home Depot Inc. | 0.32% | 4,168 | $1.4M | Add +20.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.31% | 18,529 | $1.4M | Add +1.4% |
| CVX Chevron Corp. | 0.31% | 6,461 | $1.3M | Add +76.4% |
| MBB iShares MBS ETF | 0.31% | 14,066 | $1.3M | Add +29.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.30% | 39,565 | $1.3M | Add +1.1% |
| RTX RTX Corp. | 0.30% | 6,838 | $1.3M | Reduce -10.8% |
| ESGU iShares ESG Aware MSCI USA | 0.30% | 9,108 | $1.3M | Reduce -14.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 24,529 | $1.3M | Add +7.4% |
| VYM Vanguard High DVD Yield ETF | 0.29% | 8,541 | $1.3M | Reduce -4.6% |
| PEP Pepsico Inc. | 0.29% | 8,119 | $1.3M | Add +7.4% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.29% | 5,948 | $1.3M | Add +3.0% |
| BAI Ishrs AI in and Tech Act ETF | 0.29% | 37,724 | $1.2M | Add +47.2% |
| AOR iShares Core 60/40 Balanced | 0.28% | 19,132 | $1.2M | Add +0.5% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 42,255 | $1.2M | Add +1.6% |
| WYNN WYNN Resorts Ltd. | 0.27% | 11,677 | $1.2M | Reduce -2.1% |
| SCHO Schwab Short-Term US Treas | 0.27% | 48,844 | $1.2M | Add +10.8% |
| THRO iShares U.S. Thematic Rotati | 0.27% | 32,691 | $1.2M | Add +36.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.27% | 20,870 | $1.2M | Reduce -1.8% |
| PFE Pfizer Inc. | 0.27% | 41,658 | $1.2M | Add +86.8% |
| PFF iShares Preferred & Income S | 0.26% | 37,752 | $1.1M | Add +112.9% |
| AVEM Avantis Emerging Markets Eq | 0.26% | 14,103 | $1.1M | Add +18.5% |
| HON Honeywell International Inc. | 0.26% | 4,969 | $1.1M | Reduce -2.6% |
| CORO Ish Intl CTRY Rot Act ETF | 0.25% | 34,098 | $1.1M | New |
| GOVT iShares US Treasury Bond ETF | 0.25% | 47,848 | $1.1M | Add +219.0% |
| IYLD iShares Morningstar Multi-As | 0.24% | 49,000 | $1.1M | Add +145.0% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.24% | 34,240 | $1.1M | Add +0.3% |
| IAGG iShares Intl Aggregate Bond | 0.24% | 21,090 | $1.1M | Add +99.9% |
| O Realty Income Corp. | 0.24% | 16,721 | $1.0M | Add +149.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.23% | 14,588 | $999K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 2,079 | $996K | No change |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.23% | 20,000 | $990K | New |
| SCHC Schwab Intl Small-Cap Equity | 0.23% | 21,009 | $982K | Add +4.0% |
| ABBV Abbvie Inc. | 0.22% | 4,415 | $960K | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.22% | 3,332 | $956K | Reduce -2.6% |
| EBND State Street SPDR Bloomberg | 0.21% | 45,092 | $931K | Add +0.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.21% | 9,000 | $930K | No change |
| BXSL Blackstone Secured Lending F | 0.21% | 39,005 | $924K | Add +55.5% |
| CGCP Cap Group Core Plus Income | 0.21% | 40,312 | $901K | Add +3.2% |
| VZ Verizon Communications Inc. | 0.21% | 17,824 | $895K | Reduce -8.5% |
| SNA Snap-on Inc. | 0.21% | 2,461 | $894K | Add +1.3% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.20% | 39,772 | $880K | Add +3.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.20% | 7,943 | $866K | Add +0.2% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 14,213 | $862K | Reduce -2.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.20% | 15,746 | $859K | Reduce -23.2% |
| TGT Target Corp. | 0.20% | 7,042 | $853K | Reduce -9.1% |
| HYT BlackRock Corp. Hi YLD | 0.20% | 100,000 | $852K | Add +100.0% |
| IEMG iShares Core MSCI Emerging | 0.20% | 12,207 | $851K | Reduce -24.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.20% | 3,579 | $850K | Add +16.7% |
| MRK Merck & Co. Inc. | 0.19% | 6,937 | $834K | Add +0.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.19% | 24,611 | $811K | Add +1.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 8,364 | $806K | Reduce -20.1% |
| TQQQ Proshares Ultrapro QQQ | 0.18% | 18,940 | $789K | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.18% | 9,089 | $785K | Reduce -18.7% |
| CGMM Cap Group Small and Mid Cap | 0.18% | 26,289 | $772K | Add +0.7% |
| GLD SPDR Gold Shares | 0.18% | 1,770 | $762K | Reduce -55.9% |
| ULTA Ulta Beauty Inc. | 0.17% | 1,453 | $759K | Add +1.4% |
| SHLD Global X Defense Tech ETF | 0.17% | 10,483 | $743K | Add +145.6% |
| XOM Exxon Mobil Corp. | 0.17% | 4,364 | $740K | Reduce -16.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.17% | 7,472 | $732K | Reduce -3.0% |
| CGIB Cap Group Intl Bond HDG | 0.17% | 28,482 | $719K | Add +2.2% |
| CGCB Cap Group Core Bond | 0.16% | 27,283 | $716K | Add +2.1% |
| ARCC Ares Capital Corp. | 0.16% | 38,642 | $696K | Add +14.9% |
| JD Jd.com Inc.-ADR | 0.16% | 23,325 | $690K | Reduce -24.7% |
| LMT Lockheed Martin Corp. | 0.15% | 1,110 | $671K | Add +4.0% |
| LCTU iShares U.S. Carbon Transiti | 0.15% | 9,404 | $660K | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,381 | $644K | Add +1.1% |
| HOOD Robinhood Markets Inc. Class A | 0.15% | 9,254 | $641K | Add +11.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.14% | 19,449 | $631K | Add +1.8% |
| DLR Digital Realty Trust Inc. | 0.14% | 3,480 | $627K | New |
| XLF SS Financial Select Sector | 0.14% | 12,347 | $610K | Add +0.1% |
| LH Labcorp Holdings Inc. | 0.14% | 2,256 | $602K | Reduce -4.4% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.14% | 15,721 | $601K | Add +1.3% |
| GLDM SPDR Gold Minishares Trust | 0.14% | 6,449 | $598K | Reduce -41.4% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.13% | 14,060 | $577K | New |
| EXR Extra Space Storage Inc. | 0.13% | 4,334 | $568K | New |
| XLY SS Consumer Disc Select Sect | 0.13% | 5,188 | $565K | Add +0.0% |
| ICVT iShares Convertible Bond ETF | 0.13% | 5,528 | $563K | New |
| DIVB iShares Core Dividend ETF | 0.13% | 10,280 | $555K | Reduce -4.1% |
| HLN Haleon PLC-ADR | 0.13% | 54,779 | $548K | Add +2.3% |
| JOYT JPMorgan Eq and Optin TR ETF | 0.12% | 10,000 | $532K | New |
| SUSC iShares ESG Aware Usd Corpor | 0.12% | 22,818 | $528K | Reduce -0.9% |
| CGMS Cap Group US Multi-Sect Bond | 0.12% | 19,162 | $522K | Add +3.3% |
| RSG Republic Services Inc. | 0.12% | 2,345 | $514K | New |
| ROAM Hartford Multifact Emrg MRKT | 0.12% | 16,500 | $512K | New |
| SCHW Schwab (charles) Corp. | 0.12% | 5,377 | $505K | Add +0.1% |
| T AT&T Inc. | 0.11% | 16,402 | $475K | Add +0.0% |
| AOM iShares Core 40/60 Moderate | 0.10% | 9,582 | $454K | Add +10.9% |
| FINW Finwise Bancorp | 0.10% | 28,022 | $444K | No change |
| CNI Canadian Natl Railway Co. | 0.10% | 4,307 | $443K | Reduce -25.0% |
| TMUS T-Mobile US Inc. | 0.10% | 2,107 | $443K | Reduce -36.1% |
| SMH Vaneck Semiconductor ETF | 0.10% | 1,127 | $432K | Reduce -1.3% |
| PINS Pinterest Inc. Class A | 0.10% | 23,447 | $430K | Reduce -14.2% |
| NOBL Proshares S&P 500 Dividend A | 0.10% | 4,031 | $427K | No change |
| ADBE Adobe Inc. | 0.10% | 1,756 | $427K | Reduce -21.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 11,609 | $427K | Reduce -7.8% |
| DHS Wisdomtree US High Dividend | 0.10% | 3,906 | $427K | Reduce -2.1% |
| MA Mastercard Inc. Class A | 0.10% | 845 | $422K | Add +5.2% |
| VGT Vanguard Info Tech ETF | 0.10% | 604 | $421K | No change |
| COP Conocophillips | 0.09% | 3,036 | $401K | Reduce -0.8% |
| NKE Nike Inc. Class B | 0.09% | 7,573 | $400K | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.09% | 1,289 | $399K | Add +11.4% |
| MCD McDonald's Corp. | 0.09% | 1,278 | $397K | Add +4.2% |
| TENB Tenable Holdings Inc. | 0.09% | 23,391 | $396K | Reduce -0.4% |
| APO Apollo Global Management Inc. | 0.09% | 3,521 | $392K | No change |
| NFLX Netflix Inc. | 0.09% | 4,029 | $387K | Add +2.3% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.09% | 11,985 | $378K | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.09% | 4,974 | $378K | Reduce -22.6% |
| Q Qnity Electronics Inc. | 0.09% | 3,251 | $375K | Reduce -0.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.09% | 3,348 | $373K | Reduce -25.2% |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 9,652 | $371K | Add +6.3% |
| EVH Evolent Health Inc. Class A | 0.08% | 159,470 | $364K | Reduce -8.3% |
| VCIT Vanguard Int-Term Corporate | 0.08% | 4,369 | $362K | Add +14.7% |
| USXF iShares ESG Advance MSCI USA | 0.08% | 6,538 | $361K | Reduce -1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 1,351 | $354K | Reduce -1.5% |
| INTC Intel Corp. | 0.08% | 7,847 | $346K | Reduce -10.8% |
| CHTR Charter Communications Inc. Class A | 0.08% | 1,586 | $342K | Reduce -50.5% |
| EPD Enterprise Products Partners | 0.08% | 8,969 | $339K | Reduce -5.1% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.08% | 3,956 | $332K | Add +2.4% |
| VAC Marriott Vacations World | 0.08% | 5,092 | $332K | Add +1.3% |
| DD Dupont DE Nemours Inc. | 0.08% | 7,190 | $329K | Add +9.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 753 | $329K | No change |
| IAU iShares Gold Trust | 0.07% | 3,688 | $325K | Reduce -15.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.07% | 3,880 | $320K | Reduce -5.9% |
| PULS Pgim Ultra Short Bond ETF | 0.07% | 6,453 | $319K | Add +31.2% |
| AGG iShares Core U.S. Aggregate | 0.07% | 3,212 | $319K | Add +1.6% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 5,442 | $314K | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 0.07% | 361 | $306K | Add +23.2% |
| CTSH Cognizant Tech Solutions-A | 0.07% | 4,847 | $297K | Reduce -5.0% |
| DOX Amdocs Ltd. | 0.07% | 4,555 | $297K | Reduce -13.1% |
| PZA Invesco National Amt-Free Mu | 0.07% | 12,892 | $296K | Reduce -0.7% |
| CCD Calamos DYN Convert & Inc. | 0.07% | 13,719 | $293K | No change |
| EBAY eBay Inc. | 0.07% | 3,216 | $293K | Reduce -0.7% |
| SCHP Schwab U.S. Tips ETF | 0.07% | 10,817 | $288K | Add +2.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 6,278 | $285K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.07% | 5,700 | $284K | Reduce -7.4% |
| CGSM Cap Group Short Muni Income | 0.06% | 10,653 | $280K | Reduce -5.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.06% | 6,169 | $277K | Reduce -0.3% |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 0.06% | 3,614 | $266K | Reduce -9.2% |
| AOK iShares Core 30/70 Conservat | 0.06% | 6,662 | $266K | Add +0.3% |
| IGV iShares Expanded Tech-Softwa | 0.06% | 3,320 | $266K | Add +9.8% |
| VOO Vanguard S&P 500 ETF | 0.06% | 444 | $266K | Add +7.0% |
| AMD Advanced Micro Devices | 0.06% | 1,304 | $265K | Reduce -2.3% |
| GILD Gilead Sciences Inc. | 0.06% | 1,900 | $265K | Add +3.6% |
| FNV Franco-Nevada Corp. | 0.06% | 1,065 | $263K | No change |
| MET Metlife Inc. | 0.06% | 3,715 | $263K | Reduce -1.0% |
| RDVY First Trust Rising Dividend | 0.06% | 3,757 | $257K | New |
| GSK GSK PLC-Spon ADR | 0.06% | 4,568 | $252K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.06% | 5,377 | $249K | Reduce -9.0% |
| GRID First TRST Nasd Class Edg Sgiif | 0.06% | 1,519 | $248K | New |
| XLE SS Energy Select Sector | 0.06% | 4,034 | $247K | New |
| QGRW Wisdomtree US Quality Growth | 0.06% | 4,607 | $246K | Reduce -6.2% |
| MUC BlackRock Munihold Ca QLTY | 0.06% | 23,657 | $246K | No change |
| CMI Cummins Inc. | 0.05% | 440 | $237K | New |
| CHAT Roundhill Gen AI & Tech ETF | 0.05% | 3,815 | $236K | No change |
| RPD RAPID7 Inc. | 0.05% | 42,301 | $233K | Add +13.3% |
| PG The Procter & Gamble Co. | 0.05% | 1,607 | $232K | New |
| CRM Salesforce Inc. | 0.05% | 1,239 | $231K | Add +34.4% |
| MUB iShares National Muni Bond E | 0.05% | 2,178 | $231K | Add +9.7% |
| AZO AutoZone Inc. | 0.05% | 68 | $230K | No change |
| CGHM Cap Group Muni High-Income | 0.05% | 9,031 | $229K | Add +4.9% |
| NNOX Nano-X Imaging Ltd. | 0.05% | 100,587 | $228K | Reduce -5.5% |
| MDT Medtronic PLC | 0.05% | 2,603 | $226K | Reduce -1.1% |
| PSX Phillips 66 | 0.05% | 1,232 | $224K | New |
| ENB Enbridge Inc. | 0.05% | 4,142 | $224K | New |
| EMB iShares JP Morgan Usd Emergi | 0.05% | 2,336 | $219K | Reduce -53.4% |
| FDN First Trust DJ Internet Ind | 0.05% | 933 | $218K | Reduce -7.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.05% | 3,460 | $217K | Reduce -14.4% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 3,613 | $215K | New |
| KMI Kinder Morgan Inc. | 0.05% | 6,362 | $213K | New |
| JPST JPMorgan Ultra-Short Income | 0.05% | 4,114 | $208K | Reduce -27.5% |
| QCOM Qualcomm Inc. | 0.05% | 1,611 | $207K | Reduce -25.0% |
| MCK McKesson Corp. | 0.05% | 233 | $201K | Reduce -11.1% |
| S Sentinelone Inc. Class A | 0.04% | 12,969 | $167K | Reduce -27.1% |
| RXST Rxsight Inc. | 0.04% | 25,867 | $159K | Reduce -27.5% |
| ALVO Alvotech SA | 0.03% | 44,213 | $152K | Reduce -17.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 12,571 | $145K | Reduce -0.9% |
| ACVA Acv Auctions Inc. Class A | 0.03% | 28,330 | $120K | Add +4.0% |
| PHK PIMCO High Income Fund | 0.02% | 22,730 | $105K | No change |
| PDSB PDS Biotechnology Corp. | 0.01% | 61,800 | $37K | No change |