| TSLA Tesla Inc. | 6.78% | 173,496 | $77.2M | Reduce -0.7% |
| SGOV iShares 0-3 Month Treasury B | 6.57% | 742,045 | $74.7M | Add +18.0% |
| NVDA Nvidia Corp. | 3.51% | 213,782 | $39.9M | Reduce -4.5% |
| IJH iShares Core S&P Midcap ETF | 2.94% | 511,912 | $33.4M | Add +4.2% |
| IWM iShares Russell 2000 ETF | 2.83% | 133,304 | $32.3M | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.28% | 39,025 | $26.0M | Add +4.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 2.07% | 206,595 | $23.5M | Reduce -0.0% |
| IWY iShares Russell Top 200 Grow | 2.07% | 85,959 | $23.5M | Add +3.0% |
| RSP Invesco S&P 500 Equal Weight | 2.02% | 120,881 | $22.9M | Reduce -8.0% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.86% | 153,341 | $21.1M | Add +12.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.86% | 41,984 | $21.1M | Add +56.7% |
| IBTK iShares Ibonds Dec 2030 Trea | 1.85% | 1,058,330 | $21.0M | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.72% | 59,475 | $19.5M | Add +9.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.59% | 37,689 | $18.1M | Add +1.1% |
| AAPL Apple Inc. | 1.55% | 69,323 | $17.7M | Reduce -0.8% |
| DIVZ Elevation Series Trust - Pol | 1.53% | 478,188 | $17.4M | Reduce -21.2% |
| PLTR Palantir Technologies Inc. Class A | 1.46% | 91,119 | $16.6M | Reduce -3.0% |
| IJR iShares Core S&P Small-Cap E | 1.34% | 128,548 | $15.3M | Add +3.3% |
| ARKB ARK 21SHARES Bitcoin ETF | 1.30% | 389,144 | $14.8M | Reduce -18.6% |
| IEF iShares 7-10 Year Treasury B | 1.28% | 151,293 | $14.6M | Add +5.8% |
| AMZN Amazon.com Inc. | 1.28% | 66,326 | $14.6M | Reduce -1.6% |
| FTSM First Trust Enh Short Mat FD | 1.12% | 212,734 | $12.7M | New |
| ARKK ARK Innovation ETF | 1.12% | 147,425 | $12.7M | Reduce -1.1% |
| VGT Vanguard Info Tech ETF | 1.06% | 16,162 | $12.1M | Add +13.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.02% | 62,499 | $11.7M | Add +0.8% |
| IDMO Invesco S&P International DE | 0.92% | 193,118 | $10.4M | Add +53.6% |
| AVGO Broadcom Inc. | 0.91% | 31,308 | $10.3M | Reduce -5.8% |
| VHT Vanguard Health Care ETF | 0.90% | 39,644 | $10.3M | Add +5.7% |
| BND Vanguard Total Bond Market | 0.82% | 125,083 | $9.3M | Reduce -2.2% |
| IBTH iShares Ibonds Dec 2027 Term | 0.82% | 412,770 | $9.3M | Add +13.4% |
| EFA iShares MSCI Eafe ETF | 0.81% | 99,316 | $9.3M | Reduce -3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.80% | 31,108 | $9.1M | Add +8.2% |
| GOOG Alphabet Inc. Class C | 0.79% | 37,042 | $9.0M | Add +10.6% |
| IVLU iShares MSCI International V | 0.79% | 252,683 | $9.0M | New |
| VNOM Viper Energy Inc. Class A | 0.75% | 223,426 | $8.5M | New |
| VUSB Vanguard Ultra Short Bond Et | 0.69% | 157,220 | $7.9M | Add +17.1% |
| VEA Vanguard Ftse Developed ETF | 0.69% | 130,787 | $7.8M | Add +15.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.67% | 29,971 | $7.6M | Add +4.0% |
| IEMG iShares Core MSCI Emerging | 0.66% | 113,415 | $7.5M | Reduce -6.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.65% | 323,767 | $7.4M | Add +7.8% |
| VIG Vanguard Dividend Apprec ETF | 0.64% | 33,906 | $7.3M | Add +10.0% |
| GDX Vaneck Gold Miners ETF | 0.63% | 93,508 | $7.1M | Reduce -6.7% |
| SCHD Schwab US DVD Equity ETF | 0.62% | 259,309 | $7.1M | Add +18.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.61% | 75,992 | $7.0M | Add +66.9% |
| VOO Vanguard S&P 500 ETF | 0.59% | 10,938 | $6.7M | Reduce -3.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.59% | 298,705 | $6.7M | Add +2.1% |
| VGSH Vanguard Short-Term Treasury | 0.58% | 111,495 | $6.6M | Add +31.1% |
| MSTR Strategy Inc. | 0.57% | 20,132 | $6.5M | Reduce -2.3% |
| IBIT iShares Bitcoin Trust ETF | 0.55% | 95,414 | $6.2M | Reduce -7.9% |
| ETHA iShares Ethereum Trust ETF | 0.54% | 195,249 | $6.2M | New |
| BA The Boeing Co. | 0.54% | 28,289 | $6.1M | Add +7.0% |
| ARKF ARK Blockchain & Fintech Inn | 0.52% | 105,053 | $6.0M | Add +1.6% |
| ETHE Grayscale Ethereum Staking E | 0.51% | 167,903 | $5.8M | New |
| GOOGL Alphabet Inc. Class A | 0.50% | 23,435 | $5.7M | Reduce -7.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 9,441 | $5.7M | Add +10.9% |
| IWN iShares Russell 2000 Value E | 0.49% | 31,444 | $5.6M | Add +1.3% |
| MSFT Microsoft Corp. | 0.48% | 10,610 | $5.5M | Reduce -4.3% |
| EDIV State Street SPDR S&P Emergi | 0.48% | 139,293 | $5.4M | Add +46.0% |
| QUAL iShares MSCI USA Quality Fac | 0.47% | 27,754 | $5.4M | Reduce -25.8% |
| XMMO Invesco S&P Midcap Momentum | 0.47% | 39,282 | $5.3M | Reduce -9.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.45% | 17,089 | $5.1M | Add +3.5% |
| SPOT Spotify Technology SA | 0.43% | 7,065 | $4.9M | Reduce -1.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.42% | 16,344 | $4.8M | Add +0.4% |
| VTC Vanguard Total Corporate BND | 0.42% | 60,505 | $4.7M | Add +3.9% |
| JPM JPMorgan Chase & Co. | 0.40% | 14,397 | $4.5M | Add +2.7% |
| ORCL Oracle Corp. | 0.40% | 16,142 | $4.5M | Add +684.0% |
| XOM Exxon Mobil Corp. | 0.39% | 39,587 | $4.5M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 0.39% | 6,037 | $4.4M | Reduce -1.6% |
| AUSF Global X Adaptive US Factor | 0.38% | 93,351 | $4.3M | Reduce -5.7% |
| VFMV Vanguard US Minimum Volatili | 0.38% | 32,748 | $4.3M | Add +3.1% |
| RDVY First Trust Rising Dividend | 0.37% | 62,002 | $4.2M | Reduce -18.9% |
| AMD Advanced Micro Devices | 0.37% | 25,762 | $4.2M | Reduce -7.3% |
| UNH Unitedhealth Group Inc. | 0.34% | 11,042 | $3.8M | Add +18.2% |
| IVV iShares Core S&P 500 ETF | 0.33% | 5,647 | $3.8M | Reduce -0.3% |
| CVX Chevron Corp. | 0.33% | 24,050 | $3.7M | Reduce -18.4% |
| FBND Fidelity Total Bond ETF | 0.33% | 80,177 | $3.7M | Add +9.9% |
| COIN Coinbase Global Inc. Class A | 0.32% | 10,870 | $3.7M | Add +99.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 45,617 | $3.6M | Add +18.6% |
| SDVY First Trust Smid Cap Rising | 0.32% | 95,692 | $3.6M | Add +3.2% |
| TEM Tempus AI Inc. Class A | 0.31% | 43,783 | $3.5M | Add +5.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 7,048 | $3.5M | Add +19.8% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 62,419 | $3.4M | Add +28.1% |
| HOOD Robinhood Markets Inc. Class A | 0.28% | 22,633 | $3.2M | Reduce -2.9% |
| XSMO Invesco S&P Smallcap Momentu | 0.28% | 42,594 | $3.1M | Reduce -45.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 39,933 | $3.1M | Add +11.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.24% | 31,089 | $2.8M | Reduce -3.5% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.23% | 50,838 | $2.6M | Add +5.3% |
| XLE SS Energy Select Sector | 0.23% | 29,138 | $2.6M | Reduce -5.8% |
| VCIT Vanguard Int-Term Corporate | 0.22% | 29,117 | $2.4M | Add +12.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 70,806 | $2.4M | Reduce -9.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 20,411 | $2.3M | Reduce -6.5% |
| TLT iShares 20+ Year Treasury BD | 0.20% | 26,044 | $2.3M | Add +6.5% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.20% | 27,359 | $2.3M | Reduce -52.3% |
| AMLP Alerian MLP ETF | 0.20% | 48,553 | $2.3M | Add +5.5% |
| WM Waste Management Inc. | 0.20% | 10,228 | $2.3M | Add +122.4% |
| CCL Carnival Corp. | 0.20% | 77,332 | $2.2M | Reduce -27.3% |
| NET Cloudflare Inc. Class A | 0.19% | 9,934 | $2.1M | Reduce -2.5% |
| DASH DoorDash Inc. Class A | 0.18% | 7,611 | $2.1M | No change |
| RKT Rocket Cos Inc. Class A | 0.18% | 104,674 | $2.0M | Reduce -62.9% |
| MCK McKesson Corp. | 0.17% | 2,538 | $2.0M | Reduce -3.2% |
| KBH KB Home | 0.17% | 30,273 | $1.9M | Reduce -33.1% |
| SN Sharkninja Inc. | 0.16% | 17,946 | $1.9M | Reduce -11.3% |
| DELL Dell Technologies -C | 0.16% | 12,607 | $1.8M | Reduce -17.6% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.16% | 35,007 | $1.8M | Add +7.5% |
| IWF iShares Russell 1000 Growth | 0.15% | 3,686 | $1.7M | Reduce -5.5% |
| SHOP Shopify Inc. Class A | 0.15% | 11,589 | $1.7M | Reduce -2.1% |
| FDX FedEx Corp. | 0.15% | 7,290 | $1.7M | Add +1.1% |
| LVHI Franklin International Low V | 0.14% | 47,225 | $1.6M | Reduce -75.6% |
| WMT Walmart Inc. | 0.14% | 15,470 | $1.6M | Add +1.4% |
| JNJ Johnson & Johnson | 0.14% | 8,485 | $1.6M | Add +8.0% |
| MBSD NT Disc Dur MBS ETF | 0.14% | 75,230 | $1.6M | Add +0.2% |
| USHY iShares Broad Usd High Yield | 0.14% | 41,531 | $1.6M | Add +2.1% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.14% | 71,212 | $1.6M | Reduce -0.1% |
| IVES Dan Wedbush AI Rev ETF | 0.13% | 47,381 | $1.5M | New |
| CRH CRH PLC | 0.13% | 12,668 | $1.5M | Reduce -11.7% |
| TPL Texas Pacific Land Corp. | 0.13% | 1,612 | $1.5M | Add +2.5% |
| PM Philip Morris International | 0.13% | 9,176 | $1.5M | Add +0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.13% | 37,493 | $1.5M | Add +28.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.13% | 25,502 | $1.5M | Reduce -23.7% |
| CORZ Core Scientific Inc. | 0.13% | 80,590 | $1.4M | Reduce -18.5% |
| CAT Caterpillar Inc. | 0.12% | 2,960 | $1.4M | Add +8.6% |
| V Visa Inc. Class A | 0.12% | 4,137 | $1.4M | Reduce -2.0% |
| IQLT iShares MSCI International Q | 0.12% | 31,233 | $1.4M | Add +5.4% |
| CCJ Cameco Corp. | 0.12% | 16,214 | $1.4M | Reduce -56.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.12% | 20,031 | $1.3M | Add +18.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 25,967 | $1.3M | Reduce -4.3% |
| DGRO iShares Core Dividend Growth | 0.12% | 19,562 | $1.3M | Add +0.0% |
| DVY iShares Select Dividend ETF | 0.11% | 9,064 | $1.3M | Add +1.0% |
| GLD SPDR Gold Shares | 0.11% | 3,563 | $1.3M | Add +89.7% |
| PINS Pinterest Inc. Class A | 0.11% | 39,102 | $1.3M | Reduce -5.0% |
| TMFC Motley Fool 100 Index ETF | 0.11% | 17,292 | $1.2M | Add +0.5% |
| HD Home Depot Inc. | 0.11% | 2,950 | $1.2M | Add +3.3% |
| IAU iShares Gold Trust | 0.10% | 14,847 | $1.1M | Add +18.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 3,799 | $1.1M | Reduce -18.8% |
| LEN Lennar Corp. Class A | 0.09% | 8,229 | $1.0M | Reduce -43.8% |
| SMH Vaneck Semiconductor ETF | 0.09% | 3,156 | $1.0M | Reduce -0.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.09% | 7,201 | $1.0M | Reduce -2.7% |
| PYLD PIMCO Multisector Bond Actv | 0.09% | 37,942 | $1.0M | Add +9.1% |
| VZ Verizon Communications Inc. | 0.09% | 22,544 | $991K | Reduce -2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 3,459 | $976K | Reduce -15.3% |
| NKE Nike Inc. Class B | 0.09% | 13,987 | $975K | Add +4.6% |
| UNP Union Pacific Corp. | 0.08% | 4,045 | $956K | Reduce -0.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.08% | 18,881 | $956K | Add +15.4% |
| IWD iShares Russell 1000 Value E | 0.08% | 4,650 | $947K | Add +7.0% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 6,543 | $922K | Add +0.6% |
| MELI MercadoLibre Inc. | 0.08% | 394 | $921K | Reduce -17.6% |
| ROKU Roku Inc. | 0.08% | 9,150 | $916K | No change |
| DOCU Docusign Inc. | 0.08% | 12,706 | $916K | Reduce -0.4% |
| IHDG Wisdomtree International Hed | 0.08% | 18,834 | $868K | Reduce -4.7% |
| FOXA Fox Corp. Class A | 0.08% | 13,548 | $854K | New |
| SBUX Starbucks Corp. | 0.07% | 10,008 | $847K | Add +13.2% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.07% | 34,531 | $839K | Reduce -4.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.07% | 18,026 | $835K | Add +1.7% |
| KVUE Kenvue Inc. | 0.07% | 50,957 | $827K | Add +1.6% |
| NFLX Netflix Inc. | 0.07% | 668 | $801K | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.07% | 3,448 | $798K | Add +2.5% |
| JQUA JPMorgan US Quality Factor | 0.07% | 12,616 | $794K | Reduce -3.6% |
| GS Goldman Sachs Group Inc. | 0.07% | 993 | $790K | Reduce -2.3% |
| LNG Cheniere Energy Inc. | 0.07% | 3,309 | $778K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.07% | 6,969 | $777K | Add +5.2% |
| UBER Uber Technologies Inc. | 0.07% | 7,847 | $769K | Reduce -6.1% |
| AGG iShares Core U.S. Aggregate | 0.07% | 7,615 | $763K | Add +11.6% |
| DIVI Franklin International Core | 0.07% | 20,295 | $757K | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.06% | 784 | $726K | Add +2.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.06% | 2,896 | $716K | Add +37.5% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.06% | 13,904 | $703K | Add +0.2% |
| BTI British American Tob-SP ADR | 0.06% | 13,194 | $700K | Reduce -9.8% |
| KMI Kinder Morgan Inc. | 0.06% | 24,363 | $690K | Reduce -4.3% |
| IHAK iShares Cybersecurity & Tech | 0.06% | 12,980 | $679K | Add +8.1% |
| PCG P G & E Corp. | 0.06% | 43,832 | $661K | Add +2.0% |
| CFR Cullen/Frost Bankers Inc. | 0.06% | 5,195 | $659K | Reduce -0.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.06% | 15,408 | $648K | Reduce -2.5% |
| C Citigroup Inc. | 0.06% | 6,283 | $638K | Reduce -1.6% |
| MO Altria Group Inc. | 0.06% | 9,627 | $636K | Reduce -11.3% |
| VT Vanguard Tot World STK ETF | 0.06% | 4,579 | $631K | Add +1.0% |
| DVN Devon Energy Corp. | 0.06% | 17,909 | $628K | Reduce -8.7% |
| URI United Rentals Inc. | 0.05% | 648 | $618K | Reduce -15.6% |
| ETN Eaton Corp. PLC | 0.05% | 1,617 | $605K | Reduce -0.2% |
| RBLX Roblox Corp. Class A | 0.05% | 4,290 | $594K | No change |
| HON Honeywell International Inc. | 0.05% | 2,817 | $593K | Add +11.1% |
| T AT&T Inc. | 0.05% | 20,945 | $592K | Reduce -11.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 610 | $590K | Reduce -34.5% |
| LONZ PIMCO Senior Loan Active ETF | 0.05% | 11,493 | $587K | Add +1.3% |
| STX Seagate Technology Holdings | 0.05% | 2,483 | $586K | Add +2.5% |
| MDY State Street SPDR S&P Midcap | 0.05% | 978 | $583K | Add +3.7% |
| FANG Diamondback Energy Inc. | 0.05% | 4,010 | $574K | Reduce -3.4% |
| XBI SS SPDR S&P Biotech ETF | 0.05% | 5,693 | $570K | No change |
| ENB Enbridge Inc. | 0.05% | 11,255 | $568K | Add +2.3% |
| AVUV Avantis US Small Cap Value | 0.05% | 5,703 | $568K | Reduce -2.1% |
| HAL Halliburton Co. | 0.05% | 23,044 | $567K | Reduce -24.4% |
| LLY Eli Lilly & Co. | 0.05% | 734 | $560K | Reduce -7.0% |
| RTX RTX Corp. | 0.05% | 3,326 | $557K | Add +28.4% |
| VONG Vanguard Russell 1000 Growth | 0.05% | 4,556 | $549K | No change |
| PYPL PayPal Holdings Inc. | 0.05% | 8,160 | $547K | Reduce -1.6% |
| MUB iShares National Muni Bond E | 0.05% | 4,898 | $522K | Add +0.0% |
| WCC Wesco International Inc. | 0.05% | 2,431 | $514K | No change |
| VNQ Vanguard Real Estate ETF | 0.05% | 5,622 | $514K | Reduce -3.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 9,893 | $505K | Reduce -12.1% |
| EEM iShares MSCI Emerging Market | 0.04% | 9,352 | $499K | No change |
| BLK BlackRock Inc. | 0.04% | 427 | $498K | Reduce -2.5% |
| DFSD Dimensional Short Duration | 0.04% | 10,204 | $492K | No change |
| FCX Freeport-McMoran Inc. | 0.04% | 12,366 | $485K | Reduce -58.4% |
| XLI SS Industrial Select Sector | 0.04% | 3,138 | $484K | Add +2.1% |
| PANW Palo Alto Networks Inc. | 0.04% | 2,368 | $482K | Reduce -25.9% |
| WFC Wells Fargo & Co. | 0.04% | 5,718 | $479K | Reduce -3.4% |
| SCHO Schwab Short-Term US Treas | 0.04% | 19,419 | $474K | Add +27.1% |
| MSI Motorola Solutions Inc. | 0.04% | 994 | $455K | Add +0.5% |
| KO The Coca-Cola Co. | 0.04% | 6,842 | $454K | Reduce -13.8% |
| NEE Nextera Energy Inc. | 0.04% | 5,989 | $452K | Reduce -3.5% |
| DOW Dow Inc. | 0.04% | 19,674 | $451K | Add +24.9% |
| XLK SS Technology Select Sector | 0.04% | 1,574 | $444K | Add +11.6% |
| SPG Simon Property Group Inc. | 0.04% | 2,334 | $438K | Add +0.1% |
| APP AppLovin Corp. Class A | 0.04% | 603 | $433K | New |
| XFFCX Flaherty & Crumrine Pref Inc. | 0.04% | 25,277 | $427K | No change |
| APD Air Products & Chemicals Inc. | 0.04% | 1,555 | $424K | Reduce -15.3% |
| CGGR Cap Group Growth Equity | 0.04% | 9,589 | $421K | Reduce -0.0% |
| SAFX XCF Global Inc. Class A | 0.04% | 312,730 | $410K | Add +145.3% |
| ABT Abbott Laboratories | 0.04% | 3,050 | $409K | Reduce -6.0% |
| GLW Corning Inc. | 0.04% | 4,969 | $408K | New |
| IUS Invesco Rafi Strategic US Et | 0.04% | 7,258 | $401K | Reduce -8.0% |
| VXUS Vanguard Total Intl Stock | 0.03% | 5,357 | $394K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 3,927 | $392K | Reduce -7.1% |
| DFAU Dimensional US Core Equity M | 0.03% | 8,461 | $387K | Reduce -42.3% |
| MDB Mongodb Inc. | 0.03% | 1,244 | $386K | Reduce -0.9% |
| SKYH SKY Harbour Group Corp. | 0.03% | 38,600 | $381K | Reduce -0.5% |
| ANET Arista Networks Inc. | 0.03% | 2,584 | $376K | New |
| MPC Marathon Petroleum Corp. | 0.03% | 1,934 | $373K | Add +0.3% |
| XLY SS Consumer Disc Select Sect | 0.03% | 1,544 | $370K | Add +22.9% |
| SCHX Schwab US Large-Cap ETF | 0.03% | 13,901 | $366K | No change |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.03% | 10,540 | $365K | Add +1.0% |
| PEP Pepsico Inc. | 0.03% | 2,587 | $363K | Reduce -3.6% |
| MDT Medtronic PLC | 0.03% | 3,800 | $362K | Reduce -33.4% |
| MCD McDonald's Corp. | 0.03% | 1,176 | $358K | Reduce -12.8% |
| SHEL Shell PLC-ADR | 0.03% | 4,987 | $357K | Reduce -4.3% |
| CB Chubb Ltd. | 0.03% | 1,263 | $356K | Add +0.7% |
| PATH Uipath Inc. Class A | 0.03% | 26,560 | $355K | No change |
| HALO Halozyme Therapeutics Inc. | 0.03% | 4,794 | $352K | Reduce -1.2% |
| DUK Duke Energy Corp. | 0.03% | 2,813 | $348K | Reduce -0.8% |
| XLF SS Financial Select Sector | 0.03% | 6,438 | $347K | Add +0.1% |
| VGIT Vanguard Intermediate-Term T | 0.03% | 5,700 | $342K | Add +2.8% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 2,429 | $340K | No change |
| COP Conocophillips | 0.03% | 3,574 | $338K | Reduce -5.5% |
| OIH Vaneck Oil Services ETF | 0.03% | 1,290 | $335K | New |
| PFF iShares Preferred & Income S | 0.03% | 10,580 | $335K | Reduce -4.8% |
| TFIN Triumph Financial Inc. | 0.03% | 6,640 | $332K | Add +0.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 821 | $330K | Add +9.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.03% | 1,016 | $329K | Reduce -41.0% |
| SOXX iShares Semiconductor ETF | 0.03% | 1,204 | $326K | Add +0.8% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 2,046 | $309K | Reduce -25.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.03% | 6,139 | $307K | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.03% | 1,990 | $306K | Reduce -29.8% |
| FUMB First Trust Ultra Short Dur | 0.03% | 15,200 | $306K | Reduce -2.2% |
| VST Vistra Corp. | 0.03% | 1,559 | $305K | Add +29.3% |
| BYLD iShares Yield Optimized Bond | 0.03% | 13,140 | $301K | Reduce -0.9% |
| O Realty Income Corp. | 0.03% | 4,806 | $292K | Reduce -1.0% |
| CME Cme Group Inc. | 0.03% | 1,077 | $291K | Add +0.6% |
| MA Mastercard Inc. Class A | 0.03% | 511 | $291K | Reduce -9.1% |
| AFL Aflac Inc. | 0.03% | 2,599 | $290K | Reduce -1.3% |
| BP BP PLC-Spons ADR | 0.03% | 8,381 | $289K | Reduce -13.3% |
| WEC WEC Energy Group Inc. | 0.03% | 2,492 | $286K | Reduce -3.3% |
| ICF iShares Select U.S. REIT ETF | 0.03% | 4,634 | $286K | No change |
| APH Amphenol Corp. Class A | 0.02% | 2,292 | $284K | Add +7.1% |
| QCOM Qualcomm Inc. | 0.02% | 1,686 | $281K | Reduce -3.2% |
| LMT Lockheed Martin Corp. | 0.02% | 561 | $280K | Add +3.5% |
| CGSD Cap Group Short Duration | 0.02% | 10,723 | $279K | Add +2.6% |
| WYNN WYNN Resorts Ltd. | 0.02% | 2,146 | $275K | Reduce -75.1% |
| OLN Olin Corp. | 0.02% | 10,951 | $274K | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 904 | $272K | Add +6.7% |
| DD Dupont DE Nemours Inc. | 0.02% | 3,458 | $269K | Reduce -15.9% |
| LMND Lemonade Inc. | 0.02% | 4,832 | $259K | Add +4.1% |
| IWV iShares Russell 3000 ETF | 0.02% | 681 | $258K | No change |
| AVLV Avantis US Large Cap Value | 0.02% | 3,550 | $257K | Add +0.1% |
| MS Morgan Stanley | 0.02% | 1,549 | $246K | Reduce -10.1% |
| SEIX Virtus Seix Senior Loan ETF | 0.02% | 10,415 | $246K | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.02% | 3,570 | $244K | Reduce -9.8% |
| CRWV Coreweave Inc. Class A | 0.02% | 1,760 | $241K | Add +39.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.02% | 6,087 | $241K | Reduce -23.8% |
| CGCB Cap Group Core Bond | 0.02% | 9,053 | $241K | Add +0.6% |
| VFMF Vanguard US Multifactor ETF | 0.02% | 1,643 | $237K | New |
| ADI Analog Devices Inc. | 0.02% | 959 | $236K | Reduce -6.0% |
| RWJ Invesco S&P Smallcap 600 | 0.02% | 4,871 | $235K | Reduce -2.5% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 3,746 | $234K | Add +0.0% |
| XYZ Block Inc. | 0.02% | 3,213 | $232K | Reduce -20.0% |
| ARKG ARK Genomic Revolution ETF | 0.02% | 8,350 | $232K | Reduce -5.1% |
| BMNR Bitmine Immersion Technologi | 0.02% | 4,437 | $230K | New |
| UCON First Trust Smith Unconstrai | 0.02% | 9,081 | $229K | Add +10.8% |
| ACN Accenture PLC Class A | 0.02% | 925 | $228K | Add +29.7% |
| LMBS First Trust Low Duration Opp | 0.02% | 4,569 | $227K | Add +11.3% |
| ALNT Allient Inc. | 0.02% | 5,080 | $227K | New |
| EMR Emerson Electric Co. | 0.02% | 1,729 | $227K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 2,585 | $226K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.02% | 4,310 | $219K | Add +1.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 3,049 | $218K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,562 | $217K | Reduce -10.1% |
| BKNG Booking Holdings Inc. | 0.02% | 40 | $216K | New |
| IWB iShares Russell 1000 ETF | 0.02% | 589 | $215K | Reduce -0.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 2,601 | $211K | Reduce -6.7% |
| MINT PIMCO Enhanced Short Maturit | 0.02% | 2,095 | $211K | Add +5.1% |
| SO The Southern Co. | 0.02% | 2,224 | $211K | Add +0.5% |
| MPLX MPLX LP | 0.02% | 4,174 | $208K | New |
| ITA iShares U.S. Aerospace & Def | 0.02% | 994 | $208K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,405 | $203K | New |
| D Dominion Energy Inc. | 0.02% | 3,290 | $201K | New |
| CMCSA Comcast Corp. Class A | 0.02% | 6,395 | $201K | Reduce -16.1% |
| AMGN Amgen Inc. | 0.02% | 710 | $200K | Reduce -5.5% |
| OLMA Olema Pharmaceuticals Inc. | 0.01% | 15,000 | $147K | No change |
| JPC Nuveen Prefered & Income Opp | 0.01% | 11,833 | $97K | No change |
| DERM Journey Medical Corp. | 0.01% | 12,900 | $92K | No change |
| FUBO Fubotv Inc. | 0.00% | 10,000 | $42K | New |
| FATE Fate Therapeutics Inc. | 0.00% | 19,000 | $24K | No change |
| LPTVQ Loop Media Inc. | 0.00% | 25,334 | $33 | No change |