| AAPL Apple Inc. | 6.61% | 582,482 | $158.4M | Add +2.7% |
| GOOG Alphabet Inc. Class C | 4.92% | 375,243 | $117.8M | Reduce -1.2% |
| MSFT Microsoft Corp. | 4.80% | 237,666 | $114.9M | Add +1.7% |
| AMZN Amazon.com Inc. | 3.12% | 323,315 | $74.6M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 2.82% | 210,011 | $67.7M | Reduce -0.4% |
| NVDA Nvidia Corp. | 2.71% | 348,738 | $65.0M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.63% | 125,215 | $62.9M | Add +1.7% |
| COST Costco Wholesale Corp. | 1.88% | 52,184 | $45.0M | Add +1.3% |
| META Meta Platforms Inc. Class A | 1.82% | 66,128 | $43.7M | Add +7.1% |
| VOO Vanguard S&P 500 ETF | 1.74% | 66,644 | $41.8M | Add +18.8% |
| JNJ Johnson & Johnson | 1.65% | 191,009 | $39.5M | Add +7.3% |
| ABBV Abbvie Inc. | 1.61% | 168,625 | $38.5M | Reduce -3.4% |
| VTIP Vanguard Short-Term Tips | 1.51% | 732,514 | $36.2M | Add +62.7% |
| PANW Palo Alto Networks Inc. | 1.42% | 185,267 | $34.1M | Add +4.5% |
| AMAT Applied Materials Inc. | 1.40% | 130,526 | $33.5M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 1.39% | 413,677 | $33.2M | Add +3.5% |
| MA Mastercard Inc. Class A | 1.37% | 57,562 | $32.9M | Reduce -0.7% |
| BLK BlackRock Inc. | 1.24% | 27,814 | $29.8M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 1.19% | 91,020 | $28.5M | Add +1.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.16% | 91,638 | $27.8M | Add +10.7% |
| TMO Thermo Fisher Scientific Inc. | 1.16% | 47,970 | $27.8M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 1.14% | 415,505 | $27.4M | Add +7.8% |
| PG The Procter & Gamble Co. | 1.13% | 188,853 | $27.1M | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 1.07% | 106,725 | $25.7M | Add +3.4% |
| RTX RTX Corp. | 1.07% | 139,228 | $25.5M | Reduce -1.9% |
| VHT Vanguard Health Care ETF | 1.03% | 85,552 | $24.6M | Add +17.2% |
| V Visa Inc. Class A | 1.02% | 69,818 | $24.5M | Add +2.9% |
| ABT Abbott Laboratories | 0.98% | 187,402 | $23.5M | Reduce -1.0% |
| EMR Emerson Electric Co. | 0.91% | 163,786 | $21.7M | Add +3.6% |
| CRM Salesforce Inc. | 0.89% | 80,197 | $21.2M | Add +10.8% |
| IJR iShares Core S&P Small-Cap E | 0.88% | 174,789 | $21.0M | Add +4.4% |
| HD Home Depot Inc. | 0.84% | 58,312 | $20.1M | Add +4.1% |
| UNP Union Pacific Corp. | 0.82% | 84,585 | $19.6M | Reduce -15.0% |
| ADI Analog Devices Inc. | 0.78% | 69,315 | $18.8M | Add +3.0% |
| ECL Ecolab Inc. | 0.77% | 70,192 | $18.4M | Add +1.2% |
| HON Honeywell International Inc. | 0.76% | 93,328 | $18.2M | Reduce -2.1% |
| INTU Intuit Inc. | 0.75% | 27,179 | $18.0M | Add +0.4% |
| CME Cme Group Inc. | 0.75% | 65,905 | $18.0M | Add +4.5% |
| WMT Walmart Inc. | 0.75% | 160,271 | $17.9M | Reduce -3.5% |
| PEP Pepsico Inc. | 0.69% | 115,238 | $16.5M | Reduce -2.4% |
| ETN Eaton Corp. PLC | 0.67% | 50,163 | $16.0M | Add +5.4% |
| O Realty Income Corp. | 0.66% | 281,792 | $15.9M | Add +4.2% |
| CSCO Cisco Systems Inc. | 0.65% | 203,485 | $15.7M | Add +0.3% |
| CVX Chevron Corp. | 0.63% | 99,467 | $15.2M | Reduce -5.7% |
| ADP Automatic Data Processing | 0.63% | 58,747 | $15.1M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.61% | 120,983 | $14.6M | Reduce -5.4% |
| MCD McDonald's Corp. | 0.59% | 46,293 | $14.1M | Reduce -4.5% |
| ACN Accenture PLC Class A | 0.59% | 52,571 | $14.1M | Reduce -34.4% |
| BKNG Booking Holdings Inc. | 0.58% | 2,587 | $13.9M | Add +0.3% |
| AVGO Broadcom Inc. | 0.51% | 35,463 | $12.3M | Add +102.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 40,959 | $12.1M | Reduce -9.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 78,550 | $12.1M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 0.49% | 187,681 | $11.7M | Add +8.5% |
| MRK Merck & Co. Inc. | 0.47% | 106,545 | $11.2M | Reduce -0.5% |
| SYK Stryker Corp. | 0.47% | 31,831 | $11.2M | Reduce -0.7% |
| APD Air Products & Chemicals Inc. | 0.44% | 42,484 | $10.5M | Reduce -3.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.42% | 136,295 | $10.0M | Add +18.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 29,870 | $10.0M | Add +14.1% |
| ITW Illinois Tool Works | 0.41% | 40,154 | $9.9M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 14,286 | $9.7M | Reduce -2.4% |
| SGOV iShares 0-3 Month Treasury B | 0.40% | 96,589 | $9.7M | Add +13.6% |
| ICE Intercontinental Exchange Inc. | 0.39% | 58,192 | $9.4M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 42,563 | $9.4M | Add +16.7% |
| ENB Enbridge Inc. | 0.38% | 191,408 | $9.2M | Reduce -2.2% |
| AXP American Express Co. | 0.38% | 24,632 | $9.1M | Add +3.6% |
| LLY Eli Lilly & Co. | 0.38% | 8,466 | $9.1M | Reduce -5.8% |
| ORCL Oracle Corp. | 0.37% | 45,374 | $8.8M | Add +1.9% |
| NSC Norfolk Southern Corp. | 0.36% | 30,276 | $8.7M | Reduce -1.4% |
| PLD Prologis Inc. | 0.36% | 66,960 | $8.5M | Add +11.2% |
| CMI Cummins Inc. | 0.34% | 15,895 | $8.1M | Add +5.6% |
| DE Deere & Co. | 0.33% | 17,186 | $8.0M | Reduce -1.5% |
| SBUX Starbucks Corp. | 0.33% | 92,761 | $7.8M | Reduce -7.5% |
| IVV iShares Core S&P 500 ETF | 0.32% | 11,365 | $7.8M | Add +5.0% |
| CHD Church & Dwight Co. Inc. | 0.31% | 89,959 | $7.5M | Reduce -4.3% |
| BDX Becton Dickinson and Co. | 0.31% | 38,622 | $7.5M | Reduce -18.2% |
| AMGN Amgen Inc. | 0.31% | 22,458 | $7.4M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 11,665 | $7.2M | Add +1.6% |
| LMT Lockheed Martin Corp. | 0.30% | 14,725 | $7.1M | Add +0.4% |
| AMT American Tower Corp. | 0.29% | 40,067 | $7.0M | Reduce -6.8% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 127,358 | $6.8M | Add +18.6% |
| WM Waste Management Inc. | 0.29% | 31,149 | $6.8M | Add +0.3% |
| CAT Caterpillar Inc. | 0.28% | 11,684 | $6.7M | Reduce -2.0% |
| CTVA Corteva Inc. | 0.27% | 95,960 | $6.4M | Add +3.8% |
| TMUS T-Mobile US Inc. | 0.27% | 31,369 | $6.4M | Add +2.9% |
| CB Chubb Ltd. | 0.27% | 20,342 | $6.3M | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 0.26% | 45,745 | $6.3M | Add +0.0% |
| LNG Cheniere Energy Inc. | 0.25% | 30,331 | $5.9M | Add +21.9% |
| BND Vanguard Total Bond Market | 0.22% | 72,497 | $5.4M | Reduce -0.3% |
| DHR Danaher Corp. | 0.22% | 23,021 | $5.3M | Add +1.3% |
| ALL Allstate Corp. | 0.22% | 25,279 | $5.3M | Add +1.9% |
| ADSK Autodesk Inc. | 0.21% | 16,952 | $5.0M | Reduce -5.4% |
| TD Toronto-Dominion Bank | 0.21% | 53,264 | $5.0M | Reduce -5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 88,548 | $4.9M | Reduce -4.8% |
| VGT Vanguard Info Tech ETF | 0.20% | 6,416 | $4.8M | Add +2.2% |
| COF Capital One Financial Corp. | 0.20% | 19,861 | $4.8M | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 40,725 | $4.6M | Reduce -10.9% |
| PFE Pfizer Inc. | 0.19% | 184,643 | $4.6M | Reduce -14.8% |
| ADBE Adobe Inc. | 0.19% | 12,961 | $4.5M | Reduce -19.1% |
| CI The Cigna Group | 0.19% | 16,410 | $4.5M | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.18% | 11,132 | $4.4M | Add +10.7% |
| VZ Verizon Communications Inc. | 0.18% | 103,077 | $4.2M | Reduce -4.7% |
| PAYX Paychex Inc. | 0.17% | 36,467 | $4.1M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.17% | 58,163 | $4.1M | Reduce -1.2% |
| MDLZ Mondelez International Inc. Class A | 0.17% | 75,166 | $4.0M | Reduce -1.1% |
| TPG TPG Inc. | 0.16% | 61,626 | $3.9M | Add +6.9% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 26,721 | $3.8M | Add +2.0% |
| MDT Medtronic PLC | 0.16% | 39,867 | $3.8M | Reduce -8.4% |
| LRCX Lam Research Corp. | 0.16% | 22,061 | $3.8M | Reduce -1.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.16% | 55,265 | $3.8M | Reduce -7.3% |
| PAG Penske Automotive Group Inc. | 0.15% | 23,284 | $3.7M | Reduce -0.3% |
| LIN Linde PLC | 0.15% | 8,511 | $3.6M | Reduce -0.7% |
| VGSH Vanguard Short-Term Treasury | 0.15% | 59,794 | $3.5M | Add +139.8% |
| USB US Bancorp | 0.14% | 64,200 | $3.4M | Reduce -3.2% |
| NKE Nike Inc. Class B | 0.14% | 51,751 | $3.3M | Reduce -10.2% |
| SPGI S&P Global Inc. | 0.14% | 6,214 | $3.2M | Add +0.9% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 10,261 | $3.2M | Add +4.6% |
| TSLA Tesla Inc. | 0.13% | 6,853 | $3.1M | Add +2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 10,386 | $3.0M | Add +7.2% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 55,026 | $3.0M | Reduce -2.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.12% | 13,868 | $2.8M | Reduce -6.7% |
| ISRG Intuitive Surgical Inc. | 0.11% | 4,688 | $2.7M | Add +0.6% |
| CSX CSX Corp. | 0.11% | 71,180 | $2.6M | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 7,800 | $2.6M | Reduce -9.7% |
| T AT&T Inc. | 0.11% | 102,038 | $2.5M | Add +5.6% |
| TXN Texas Instruments Inc. | 0.11% | 14,602 | $2.5M | Reduce -1.4% |
| MO Altria Group Inc. | 0.10% | 42,672 | $2.5M | Add +1.1% |
| CVS CVS Health Corp. | 0.10% | 30,939 | $2.5M | Reduce -9.4% |
| QDF NT Qual Div ETF | 0.10% | 30,128 | $2.4M | No change |
| CMCSA Comcast Corp. Class A | 0.10% | 81,045 | $2.4M | Reduce -47.2% |
| ATO Atmos Energy Corp. | 0.10% | 14,145 | $2.4M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.10% | 28,549 | $2.3M | Add +1710.3% |
| CCK Crown Holdings Inc. | 0.10% | 22,521 | $2.3M | Reduce -0.9% |
| GD General Dynamics Corp. | 0.10% | 6,860 | $2.3M | Add +0.1% |
| MS Morgan Stanley | 0.10% | 12,937 | $2.3M | Reduce -7.8% |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.09% | 73,113 | $2.3M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.09% | 22,511 | $2.2M | Add +0.5% |
| FSLR First Solar Inc. | 0.09% | 8,189 | $2.1M | Reduce -2.6% |
| SCHB Schwab US Broad Market ETF | 0.09% | 81,336 | $2.1M | Add +48.8% |
| BN Brookfield Corp. | 0.09% | 46,001 | $2.1M | Reduce -4.2% |
| SO The Southern Co. | 0.08% | 23,128 | $2.0M | Reduce -0.4% |
| UL Unilever PLC-Sponsored ADR | 0.08% | 30,618 | $2.0M | Reduce -2.5% |
| MMM 3M Co. | 0.08% | 12,058 | $1.9M | Reduce -20.7% |
| CARR Carrier Global Corp. | 0.08% | 36,436 | $1.9M | Reduce -1.3% |
| CL Colgate-Palmolive Co. | 0.08% | 24,311 | $1.9M | Add +12.6% |
| QCOM Qualcomm Inc. | 0.08% | 10,642 | $1.8M | Add +11.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.08% | 37,633 | $1.8M | Add +84.2% |
| AROW Arrow Financial Corp. | 0.07% | 56,365 | $1.8M | Reduce -1.7% |
| MTCH Match Group Inc. | 0.07% | 54,328 | $1.8M | Add +3.9% |
| PM Philip Morris International | 0.07% | 10,863 | $1.7M | Reduce -4.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 6,515 | $1.7M | Reduce -22.3% |
| VIGI Vanguard Int Div App Indx FD | 0.07% | 18,290 | $1.7M | No change |
| TRV The Travelers Cos Inc. | 0.07% | 5,708 | $1.7M | Add +5.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 16,864 | $1.6M | No change |
| CLX Clorox Company | 0.07% | 16,177 | $1.6M | Reduce -26.9% |
| AZO AutoZone Inc. | 0.07% | 477 | $1.6M | Add +0.2% |
| GEV GE Vernova Inc. | 0.07% | 2,461 | $1.6M | Add +8.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 17,949 | $1.6M | Add +6.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 7,534 | $1.6M | Reduce -5.2% |
| UPS United Parcel Service Class B | 0.07% | 16,049 | $1.6M | Reduce -4.5% |
| INTC Intel Corp. | 0.07% | 42,852 | $1.6M | Reduce -3.4% |
| DUK Duke Energy Corp. | 0.07% | 13,481 | $1.6M | Add +3.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 11,997 | $1.6M | Add +177.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 8,152 | $1.6M | Add +3.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 8,518 | $1.5M | Reduce -10.8% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 10,830 | $1.5M | Add +0.7% |
| COP Conocophillips | 0.06% | 15,937 | $1.5M | Reduce -4.6% |
| AMP Ameriprise Financial Inc. | 0.06% | 3,032 | $1.5M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 3,038 | $1.5M | Add +6.9% |
| PH Parker Hannifin Corp. | 0.06% | 1,676 | $1.5M | Add +4.6% |
| GILD Gilead Sciences Inc. | 0.06% | 11,985 | $1.5M | Reduce -0.9% |
| TFC Truist Financial Corp. | 0.06% | 29,144 | $1.4M | Reduce -3.1% |
| SNEX Stonex Group Inc. | 0.06% | 14,736 | $1.4M | No change |
| AFL Aflac Inc. | 0.06% | 12,381 | $1.4M | Add +6.3% |
| MKL Markel Group Inc. | 0.06% | 630 | $1.4M | Reduce -9.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 11,662 | $1.4M | Add +1.4% |
| KMB Kimberly-Clark Corp. | 0.06% | 13,227 | $1.3M | Reduce -9.0% |
| EBAY eBay Inc. | 0.06% | 15,312 | $1.3M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 0.06% | 22,807 | $1.3M | Reduce -6.4% |
| KLAC KLA Corp. | 0.06% | 1,095 | $1.3M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.06% | 5,392 | $1.3M | Add +197.6% |
| DLR Digital Realty Trust Inc. | 0.06% | 8,555 | $1.3M | Reduce -0.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 25,899 | $1.3M | Add +1.1% |
| TPL Texas Pacific Land Corp. | 0.05% | 4,500 | $1.3M | No change |
| TGT Target Corp. | 0.05% | 12,775 | $1.2M | Reduce -1.9% |
| AMD Advanced Micro Devices | 0.05% | 5,712 | $1.2M | Add +5.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.05% | 16,960 | $1.2M | Reduce -1.0% |
| VRSN Verisign Inc. | 0.05% | 4,875 | $1.2M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 14,908 | $1.2M | Add +3.9% |
| ROK Rockwell Automation Inc. | 0.05% | 3,007 | $1.2M | Add +67.3% |
| TAN Invesco Solar ETF | 0.05% | 23,728 | $1.2M | Reduce -2.5% |
| MDY State Street SPDR S&P Midcap | 0.05% | 1,896 | $1.1M | Add +58.0% |
| POR Portland General Electric Co. | 0.05% | 23,639 | $1.1M | Add +30.0% |
| GS Goldman Sachs Group Inc. | 0.05% | 1,278 | $1.1M | Add +2.1% |
| OTIS Otis Worldwide Corp. | 0.05% | 12,754 | $1.1M | Reduce -1.6% |
| BIV Vanguard Intermediate-Term B | 0.04% | 13,503 | $1.1M | Reduce -4.1% |
| IWF iShares Russell 1000 Growth | 0.04% | 2,196 | $1.0M | Add +1.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.04% | 10,115 | $1.0M | Reduce -9.9% |
| MAR Marriott International Class A | 0.04% | 3,315 | $1.0M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.04% | 10,982 | $1.0M | Reduce -9.2% |
| SLV iShares Silver Trust | 0.04% | 15,552 | $1.0M | Add +6.4% |
| CTRA Coterra Energy Inc. | 0.04% | 37,444 | $986K | Add +21.4% |
| XYL Xylem Inc. | 0.04% | 7,221 | $983K | Add +26.5% |
| IEMG iShares Core MSCI Emerging | 0.04% | 14,498 | $975K | Reduce -12.1% |
| DOV Dover Corp. | 0.04% | 4,894 | $956K | Reduce -2.2% |
| D Dominion Energy Inc. | 0.04% | 16,286 | $954K | Add +4.1% |
| GPC Genuine Parts Co. | 0.04% | 7,650 | $941K | Reduce -2.7% |
| WAT Waters Corp. | 0.04% | 2,412 | $916K | No change |
| CAH Cardinal Health Inc. | 0.04% | 4,456 | $916K | Reduce -3.3% |
| GLW Corning Inc. | 0.04% | 10,127 | $887K | Add +0.7% |
| VFH Vanguard Financials ETF | 0.04% | 6,577 | $878K | Reduce -1.5% |
| SPG Simon Property Group Inc. | 0.04% | 4,713 | $872K | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 2,730 | $859K | No change |
| NOW ServiceNow Inc. | 0.04% | 5,545 | $849K | Add +1.2% |
| DEO Diageo PLC-Sponsored ADR | 0.04% | 9,757 | $842K | Reduce -12.9% |
| SYY Sysco Corp. | 0.03% | 11,014 | $812K | Reduce -4.0% |
| EEM iShares MSCI Emerging Market | 0.03% | 14,825 | $811K | Add +0.7% |
| MPC Marathon Petroleum Corp. | 0.03% | 4,963 | $807K | Add +0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 4,073 | $780K | Add +35.6% |
| GIS General Mills Inc. | 0.03% | 16,717 | $777K | Reduce -1.8% |
| DVY iShares Select Dividend ETF | 0.03% | 5,405 | $763K | Add +8.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.03% | 1 | $755K | No change |
| FDX FedEx Corp. | 0.03% | 2,580 | $745K | Reduce -6.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.03% | 14,619 | $735K | No change |
| MSM MSC Industrial Direct Co. Class A | 0.03% | 8,719 | $733K | Reduce -7.0% |
| XLK SS Technology Select Sector | 0.03% | 4,918 | $708K | Reduce -0.8% |
| PSX Phillips 66 | 0.03% | 5,455 | $704K | Add +19.6% |
| ICLN iShares Global Clean Energy | 0.03% | 42,463 | $698K | Reduce -4.5% |
| UNB Union Bankshares Inc. | 0.03% | 29,323 | $696K | No change |
| MCO Moody's Corp. | 0.03% | 1,327 | $678K | Add +15.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.03% | 4,682 | $671K | Reduce -0.5% |
| BA The Boeing Co. | 0.03% | 3,079 | $669K | Add +17.5% |
| ED Consolidated Edison Inc. | 0.03% | 6,609 | $656K | Add +5.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 1,358 | $653K | No change |
| BF.B Brown-Forman Corp. Class B | 0.03% | 24,617 | $642K | Reduce -0.0% |
| VNQ Vanguard Real Estate ETF | 0.03% | 7,184 | $636K | Reduce -10.0% |
| NOC Northrop Grumman Corp. | 0.03% | 1,111 | $634K | Add +2.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.03% | 11,251 | $632K | No change |
| SCHF Schwab Intl Equity ETF | 0.03% | 25,484 | $613K | Add +152.5% |
| IWD iShares Russell 1000 Value E | 0.03% | 2,876 | $605K | Reduce -3.2% |
| PBH Prestige Consumer Healthcare | 0.03% | 9,775 | $603K | Reduce -0.5% |
| NFLX Netflix Inc. | 0.02% | 6,340 | $594K | Add +5.0% |
| NUE Nucor Corp. | 0.02% | 3,611 | $589K | No change |
| IAU iShares Gold Trust | 0.02% | 7,243 | $588K | Add +76.9% |
| CBU Community Financial System I | 0.02% | 10,184 | $585K | Add +17.5% |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 4,172 | $581K | Add +0.4% |
| LH Labcorp Holdings Inc. | 0.02% | 2,304 | $578K | Reduce -4.1% |
| PGR Progressive Corp. | 0.02% | 2,524 | $575K | Reduce -0.3% |
| IWN iShares Russell 2000 Value E | 0.02% | 3,059 | $554K | Reduce -8.1% |
| CNI Canadian Natl Railway Co. | 0.02% | 5,603 | $554K | Add +40.0% |
| SHEL Shell PLC-ADR | 0.02% | 7,426 | $546K | Add +1.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.02% | 7,630 | $545K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 2,626 | $522K | Add +1.1% |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 3,098 | $520K | No change |
| TIP iShares Tips Bond ETF | 0.02% | 4,699 | $516K | Reduce -8.5% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 4,179 | $515K | Add +3.6% |
| SEE Sealed Air Corp. | 0.02% | 12,298 | $510K | Reduce -8.1% |
| FISV Fiserv Inc. | 0.02% | 7,559 | $508K | Add +9.6% |
| NXPI NXP Semiconductors NV | 0.02% | 2,310 | $501K | Add +1.5% |
| TEL Te Connectivity PLC | 0.02% | 2,172 | $494K | Reduce -9.1% |
| ROP Roper Technologies Inc. | 0.02% | 1,106 | $492K | No change |
| HSY The Hershey Co. | 0.02% | 2,703 | $492K | Add +2.8% |
| PNC PNC Financial Services Group | 0.02% | 2,330 | $486K | Add +5.4% |
| STZ Constellation Brands Inc. Class A | 0.02% | 3,524 | $486K | Reduce -46.4% |
| VOX Vanguard Communication Servi | 0.02% | 2,481 | $480K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.02% | 3,689 | $475K | Add +0.1% |
| GBDC Golub Capital BDC Inc. | 0.02% | 34,355 | $466K | No change |
| EFX Equifax Inc. | 0.02% | 2,119 | $460K | Reduce -2.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 4,670 | $440K | Reduce -16.3% |
| STT State Street Corp. | 0.02% | 3,311 | $427K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 10,522 | $423K | Reduce -7.6% |
| SSNC Ss&c Technologies Holdings | 0.02% | 4,728 | $413K | No change |
| BX Blackstone Inc. | 0.02% | 2,680 | $413K | Reduce -57.1% |
| VXF Vanguard Extended Market ETF | 0.02% | 1,975 | $413K | Reduce -16.4% |
| A Agilent Technologies Inc. | 0.02% | 3,015 | $410K | No change |
| PFS Provident Financial Services | 0.02% | 20,643 | $408K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 5,844 | $406K | Add +2.1% |
| BSX Boston Scientific Corp. | 0.02% | 4,247 | $405K | Add +1.7% |
| ABNB Airbnb Inc. Class A | 0.02% | 2,980 | $404K | Add +12.6% |
| ARCC Ares Capital Corp. | 0.02% | 19,680 | $398K | Add +8.8% |
| MCK McKesson Corp. | 0.02% | 482 | $395K | Add +19.6% |
| APH Amphenol Corp. Class A | 0.02% | 2,917 | $394K | Reduce -14.3% |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,850 | $392K | Add +4.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 816 | $383K | Reduce -13.7% |
| MU Micron Technology Inc. | 0.02% | 1,305 | $372K | Add +0.5% |
| AEP American Electric Power | 0.02% | 3,184 | $367K | Add +47.4% |
| IUSV iShares Core S&P U.S. Value | 0.02% | 3,573 | $366K | Add +133.4% |
| PPG PPG Industries Inc. | 0.02% | 3,521 | $361K | Add +8.1% |
| ROST Ross Stores Inc. | 0.01% | 1,976 | $356K | Add +195.4% |
| CEG Constellation Energy | 0.01% | 1,005 | $355K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 6,857 | $348K | Add +25.6% |
| HDV iShares Core High Dividend E | 0.01% | 2,836 | $345K | Add +12.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 1,328 | $344K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 1,058 | $342K | Add +7.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 2,355 | $332K | No change |
| GDX Vaneck Gold Miners ETF | 0.01% | 3,784 | $325K | Add +130.3% |
| VPU Vanguard Utilities ETF | 0.01% | 1,715 | $317K | No change |
| PBD Invesco Global Clean Energy | 0.01% | 19,607 | $315K | No change |
| REET iShares Global REIT ETF | 0.01% | 12,591 | $314K | Add +25.8% |
| JCI Johnson Controls Internation | 0.01% | 2,589 | $310K | Add +43.1% |
| PEG Public Service Enterprise GP | 0.01% | 3,860 | $310K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 2,719 | $310K | Add +5.1% |
| SAM Boston Beer Company Inc. Class A | 0.01% | 1,580 | $308K | No change |
| DMLP Dorchester Minerals LP | 0.01% | 13,766 | $308K | No change |
| FBIN Fortune Brands Innovations I | 0.01% | 6,150 | $308K | No change |
| MTD Mettler-Toledo International | 0.01% | 218 | $304K | Reduce -4.4% |
| NDAQ Nasdaq Inc. | 0.01% | 3,092 | $300K | Add +1.6% |
| SCHO Schwab Short-Term US Treas | 0.01% | 12,242 | $298K | Add +3173.3% |
| SYF Synchrony Financial | 0.01% | 3,525 | $294K | No change |
| ZTS Zoetis Inc. | 0.01% | 2,288 | $288K | Reduce -16.3% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 7,675 | $284K | Reduce -6.6% |
| OEF iShares S&P 100 ETF | 0.01% | 816 | $280K | Add +4.2% |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 2,026 | $277K | Reduce -56.3% |
| CINF Cincinnati Financial Corp. | 0.01% | 1,650 | $269K | Add +3.5% |
| YUM Yum! Brands Inc. | 0.01% | 1,771 | $268K | Add +0.4% |
| AIVL Wisdomtree US AI Enhanced Va | 0.01% | 2,300 | $264K | No change |
| ATR Aptargroup Inc. | 0.01% | 2,159 | $263K | Add +527.6% |
| VRT Vertiv Holdings Co. Class A | 0.01% | 1,604 | $260K | New |
| VLTO Veralto Corp. | 0.01% | 2,592 | $259K | Reduce -0.4% |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 2,712 | $258K | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.01% | 687 | $257K | No change |
| MET Metlife Inc. | 0.01% | 3,201 | $253K | Reduce -42.4% |
| EW Edwards Lifesciences Corp. | 0.01% | 2,945 | $251K | Add +5.8% |
| EOG EOG Resources Inc. | 0.01% | 2,390 | $251K | No change |
| VEEV Veeva Systems Inc. Class A | 0.01% | 1,124 | $251K | No change |
| SNY Sanofi-ADR | 0.01% | 5,167 | $250K | No change |
| FIS Fidelity National Info Serv | 0.01% | 3,746 | $249K | Reduce -36.9% |
| RSG Republic Services Inc. | 0.01% | 1,161 | $246K | Add +0.1% |
| ORLY O'reilly Automotive Inc. | 0.01% | 2,690 | $245K | Add +9.8% |
| PSA Public Storage | 0.01% | 944 | $245K | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 2,542 | $245K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 8,825 | $242K | Reduce -3.4% |
| INGR Ingredion Inc. | 0.01% | 2,190 | $241K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 6,340 | $241K | Add +1.9% |
| XLY SS Consumer Disc Select Sect | 0.01% | 2,010 | $240K | Reduce -1.5% |
| FNV Franco-Nevada Corp. | 0.01% | 1,155 | $239K | Add +0.4% |
| DGX Quest Diagnostics Inc. | 0.01% | 1,366 | $237K | No change |
| GEHC GE Healthcare Technology | 0.01% | 2,877 | $236K | Add +20.3% |
| PKW Invesco Buyback Achievers Et | 0.01% | 1,751 | $235K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 2,200 | $235K | Add +173.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 2,827 | $234K | No change |
| LBRDK Liberty Broadband-C | 0.01% | 4,750 | $231K | No change |
| UVSP Univest Financial Corp. | 0.01% | 7,004 | $229K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.01% | 2,516 | $229K | No change |
| AN Autonation Inc. | 0.01% | 1,100 | $227K | No change |
| OXY Occidental Petroleum Corp. | 0.01% | 5,465 | $225K | Reduce -19.4% |
| DOW Dow Inc. | 0.01% | 9,504 | $222K | Reduce -26.0% |
| ORI Old Republic Intl Corp. | 0.01% | 4,738 | $216K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 4,334 | $215K | Add +6.7% |
| HPE Hewlett Packard Enterprise | 0.01% | 8,951 | $215K | Add +1.1% |
| MATX Matson Inc. | 0.01% | 1,734 | $214K | No change |
| AGG iShares Core U.S. Aggregate | 0.01% | 2,144 | $214K | Add +12.1% |
| WY Weyerhaeuser Co. | 0.01% | 8,990 | $213K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 9,104 | $213K | New |
| HPQ HP Inc. | 0.01% | 9,468 | $211K | No change |
| MRSH Marsh & McLennan Cos | 0.01% | 1,130 | $210K | Reduce -11.2% |
| AWK American Water Works Co. Inc. | 0.01% | 1,606 | $210K | Reduce -8.1% |
| AVUV Avantis US Small Cap Value | 0.01% | 2,051 | $209K | Add +126.6% |
| WMS Advanced Drainage Systems Inc. | 0.01% | 1,392 | $202K | No change |
| GWW WW Grainger Inc. | 0.01% | 195 | $197K | Reduce -4.9% |
| ESS Essex Property Trust Inc. | 0.01% | 750 | $196K | No change |
| HWM Howmet Aerospace Inc. | 0.01% | 944 | $194K | Add +0.6% |
| WBD Warner Bros Discovery Inc. | 0.01% | 6,694 | $193K | Reduce -21.9% |
| FAN First Trust Global Wind Ener | 0.01% | 9,392 | $192K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 1,588 | $192K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.01% | 1,959 | $192K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 1,075 | $191K | Reduce -40.1% |
| CP Canadian Pacific Kansas City | 0.01% | 2,510 | $185K | Reduce -10.7% |
| ES Eversource Energy | 0.01% | 2,729 | $184K | Add +0.1% |
| SWK Stanley Black & Decker Inc. | 0.01% | 2,465 | $183K | Reduce -18.8% |
| AVA Avista Corp. | 0.01% | 4,729 | $182K | No change |
| COR Cencora Inc. | 0.01% | 539 | $182K | Add +65.3% |
| GGG Graco Inc. | 0.01% | 2,135 | $175K | No change |
| TREX Trex Company Inc. | 0.01% | 4,975 | $175K | Reduce -2.2% |
| FAST Fastenal Co. | 0.01% | 4,328 | $174K | Add +4.6% |
| VONG Vanguard Russell 1000 Growth | 0.01% | 1,423 | $173K | Add +1.6% |
| WPC WP Carey Inc. | 0.01% | 2,691 | $173K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 1,752 | $171K | Reduce -20.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.01% | 669 | $169K | Add +17.6% |
| ITB iShares U.S. Home Constructi | 0.01% | 1,757 | $169K | No change |
| PRU Prudential Financial Inc. | 0.01% | 1,492 | $168K | No change |
| CBT Cabot Corp. | 0.01% | 2,472 | $164K | No change |
| VTC Vanguard Total Corporate BND | 0.01% | 2,095 | $163K | No change |
| VCIT Vanguard Int-Term Corporate | 0.01% | 1,934 | $162K | Add +16.6% |
| IOO iShares Global 100 ETF | 0.01% | 1,278 | $162K | Add +143.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 1,780 | $160K | Add +0.3% |
| NRG NRG Energy Inc. | 0.01% | 1,003 | $160K | Add +9.6% |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 1,114 | $157K | Reduce -3.2% |
| WEC WEC Energy Group Inc. | 0.01% | 1,480 | $156K | Add +24.6% |
| EXC Exelon Corp. | 0.01% | 3,573 | $156K | Add +2.5% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 1,276 | $156K | Add +37.5% |
| VGK Vanguard Ftse Europe ETF | 0.01% | 1,837 | $154K | No change |
| ETR Entergy Corp. | 0.01% | 1,646 | $152K | Add +3.3% |
| KHC The Kraft Heinz Co. | 0.01% | 6,249 | $152K | Reduce -14.4% |
| FVD First Trust Value Line DVD | 0.01% | 3,280 | $151K | Add +2.5% |
| VLO Valero Energy Corp. | 0.01% | 917 | $149K | Reduce -0.8% |
| SCCO Southern Copper Corp. | 0.01% | 1,034 | $148K | Add +0.8% |
| C Citigroup Inc. | 0.01% | 1,253 | $146K | Add +5.1% |
| WPM Wheaton Precious Metals Corp. | 0.01% | 1,225 | $144K | Add +38.4% |
| MUB iShares National Muni Bond E | 0.01% | 1,332 | $143K | Add +19.8% |
| L Loews Corp. | 0.01% | 1,349 | $142K | No change |
| CCI Crown Castle Inc. | 0.01% | 1,595 | $142K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 462 | $140K | Add +93.3% |
| B Barrick Mining Corp. | 0.01% | 3,200 | $139K | Reduce -5.9% |
| VT Vanguard Tot World STK ETF | 0.01% | 985 | $139K | No change |
| AON Aon PLC Class A | 0.01% | 390 | $138K | Add +0.3% |
| SHOP Shopify Inc. Class A | 0.01% | 854 | $137K | Reduce -15.8% |
| KMI Kinder Morgan Inc. | 0.01% | 4,934 | $136K | Add +10.5% |
| EVRG Evergy Inc. | 0.01% | 1,870 | $136K | No change |
| MSI Motorola Solutions Inc. | 0.01% | 350 | $134K | Add +4.2% |
| KKR KKR & Co. Inc. | 0.01% | 1,031 | $131K | Add +3.0% |
| FRT Federal Realty Invs Trust | 0.01% | 1,300 | $131K | No change |
| FTNT Fortinet Inc. | 0.01% | 1,645 | $131K | Reduce -42.3% |
| WELL Welltower Inc. | 0.01% | 699 | $130K | Add +33.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.01% | 3,300 | $127K | No change |
| MCHP Microchip Technology Inc. | 0.01% | 1,976 | $126K | Add +0.5% |
| VGIT Vanguard Intermediate-Term T | 0.01% | 2,085 | $125K | Add +13.0% |
| GFF Griffon Corp. | 0.01% | 1,680 | $124K | Add +12.0% |
| ITA iShares U.S. Aerospace & Def | 0.01% | 575 | $123K | No change |
| SOLV Solventum Corp. | 0.01% | 1,554 | $123K | Reduce -13.4% |
| NEM Newmont Corp. | 0.01% | 1,233 | $123K | No change |
| TOL Toll Brothers Inc. | 0.01% | 910 | $123K | No change |
| LNT Alliant Energy Corp. | 0.01% | 1,875 | $122K | No change |
| CPT Camden Property Trust | 0.01% | 1,100 | $121K | Add +22.2% |
| OMC Omnicom Group | 0.01% | 1,499 | $121K | Add +45.8% |
| SOXX iShares Semiconductor ETF | 0.01% | 400 | $120K | No change |
| ANET Arista Networks Inc. | 0.01% | 917 | $120K | Reduce -6.7% |
| IEUR iShares Core MSCI Europe ETF | 0.01% | 1,674 | $119K | Reduce -12.5% |
| MPWR Monolithic Power Systems Inc. | 0.00% | 130 | $118K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 283 | $117K | Add +152.7% |
| SMG Scotts Miracle-Gro Co. | 0.00% | 2,000 | $117K | No change |
| PCAR Paccar Inc. | 0.00% | 1,065 | $117K | Add +3.7% |
| RWK Invesco S&P Midcap 400 Rev | 0.00% | 921 | $116K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 2,042 | $116K | Add +6.8% |
| WTRG Essential Utilities Inc. | 0.00% | 3,020 | $116K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 4,500 | $115K | No change |
| SHW The Sherwin-Williams Co. | 0.00% | 355 | $115K | Add +6.0% |
| ENPH Enphase Energy Inc. | 0.00% | 3,568 | $114K | No change |
| ACGL Arch Capital Group Ltd. | 0.00% | 1,190 | $114K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 5,749 | $113K | No change |
| BRO Brown & Brown Inc. | 0.00% | 1,401 | $112K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 245 | $111K | Add +6.1% |
| EPD Enterprise Products Partners | 0.00% | 3,445 | $110K | Add +18.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.00% | 2,182 | $110K | Reduce -6.3% |
| OCUL Ocular Therapeutix Inc. | 0.00% | 8,950 | $109K | Add +24.3% |
| GLDM SPDR Gold Minishares Trust | 0.00% | 1,263 | $108K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 360 | $107K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 429 | $107K | Add +4.4% |
| SCHW Schwab (charles) Corp. | 0.00% | 1,060 | $106K | Reduce -43.0% |
| RECS Columbia Resear Enh Cor ETF | 0.00% | 2,582 | $105K | Add +73.4% |
| RY Royal Bank of Canada | 0.00% | 603 | $103K | Add +19.9% |
| GRMN Garmin Ltd. | 0.00% | 500 | $101K | No change |
| WMB Williams Cos Inc. | 0.00% | 1,671 | $100K | Reduce -12.7% |
| CWST Casella Waste Systems Inc. Class A | 0.00% | 1,025 | $100K | No change |
| MUNI PIMCO Intermediate Municipal | 0.00% | 1,915 | $100K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 1,274 | $99K | Reduce -22.0% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.00% | 1,838 | $98K | No change |
| KW Kennedy-Wilson Holdings Inc. | 0.00% | 9,900 | $96K | Reduce -16.4% |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.00% | 3,349 | $96K | No change |
| FITB Fifth Third Bancorp | 0.00% | 2,036 | $95K | Add +15.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.00% | 790 | $94K | Add +2.5% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.00% | 1,300 | $94K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 1,601 | $93K | Add +18.5% |
| OKE Oneok Inc. | 0.00% | 1,265 | $93K | Add +9.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 333 | $93K | No change |
| LBTYK Liberty Global Ltd. Class C | 0.00% | 8,280 | $91K | No change |
| CHH Choice Hotels Intl Inc. | 0.00% | 950 | $90K | No change |
| CDNS Cadence Design SYS Inc. | 0.00% | 286 | $89K | Add +2.1% |
| WTFC Wintrust Financial Corp. | 0.00% | 634 | $89K | Add +1.3% |
| TXNM TXNM Energy Inc. | 0.00% | 1,500 | $88K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 194 | $88K | No change |
| RVT Royce Small-Cap Trust Inc. | 0.00% | 5,408 | $87K | No change |
| PSLV Sprott Physical Silver Trust | 0.00% | 3,651 | $86K | Reduce -20.3% |
| SRE Sempra | 0.00% | 976 | $86K | Add +58.4% |
| URA Global X Uranium ETF | 0.00% | 2,000 | $85K | No change |
| JBL Jabil Inc. | 0.00% | 374 | $85K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.00% | 651 | $84K | Reduce -27.8% |
| IDXX Idexx Laboratories Inc. | 0.00% | 124 | $84K | Reduce -20.5% |
| BR Broadridge Financial Solutio | 0.00% | 375 | $84K | Add +47.1% |
| CBZ Cbiz Inc. | 0.00% | 1,650 | $83K | No change |
| TT Trane Technologies PLC | 0.00% | 213 | $83K | Add +23.1% |
| VMC Vulcan Materials Co. | 0.00% | 290 | $83K | Add +7.4% |
| RGEN Repligen Corp. | 0.00% | 500 | $82K | No change |
| DFAS Dimensional US Small Cap ETF | 0.00% | 1,165 | $81K | New |
| PNFP Pinnacle Financial Partners | 0.00% | 850 | $81K | No change |
| ELV Elevance Health Inc. | 0.00% | 231 | $81K | Add +34.3% |
| WSO Watsco Inc. | 0.00% | 240 | $81K | No change |
| FMX Fomento Economico Mex-SP ADR | 0.00% | 800 | $81K | No change |
| EMN Eastman Chemical Co. | 0.00% | 1,261 | $80K | Add +2.2% |
| CBOE Cboe Global Markets Inc. | 0.00% | 320 | $80K | Reduce -23.8% |
| LHX L3HARRIS Technologies Inc. | 0.00% | 273 | $80K | Add +96.4% |
| MFC Manulife Financial Corp. | 0.00% | 2,208 | $80K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 4,967 | $80K | Reduce -3.1% |
| HIG Hartford Insurance Group Inc. | 0.00% | 577 | $80K | Add +115.3% |
| FTV Fortive Corp. | 0.00% | 1,416 | $78K | Reduce -3.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 650 | $78K | No change |
| PAVE Global X US Infrastructure | 0.00% | 1,617 | $77K | Reduce -4.4% |
| CAC Camden National Corp. | 0.00% | 1,766 | $77K | Reduce -22.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 1,732 | $77K | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 0.00% | 1,013 | $76K | Add +50550.0% |
| VDE Vanguard Energy ETF | 0.00% | 600 | $76K | No change |
| KEYS Keysight Technologies Inc. | 0.00% | 369 | $75K | Reduce -11.9% |
| KRC Kilroy Realty Corp. | 0.00% | 1,994 | $75K | Reduce -4.6% |
| DXCM Dexcom Inc. | 0.00% | 1,122 | $74K | Add +14.8% |
| XLP SS Consumer Staples Sel Sect | 0.00% | 950 | $74K | Add +442.9% |
| AXSM Axsome Therapeutics Inc. | 0.00% | 400 | $73K | No change |
| OTTR Otter Tail Corp. | 0.00% | 904 | $73K | Reduce -62.4% |
| TU Telus Corp. | 0.00% | 5,527 | $73K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.00% | 780 | $73K | No change |
| ITOT iShares Core S&P Total U.S. | 0.00% | 488 | $73K | Add +85.5% |
| DPZ Domino's Pizza Inc. | 0.00% | 172 | $72K | No change |
| BP BP PLC-Spons ADR | 0.00% | 2,039 | $71K | Reduce -5.8% |
| PHO Invesco Water Resources ETF | 0.00% | 1,000 | $70K | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.00% | 1,150 | $70K | No change |
| WST West Pharmaceutical Services | 0.00% | 250 | $69K | No change |
| BIIB Biogen Inc. | 0.00% | 389 | $68K | Reduce -62.9% |
| MBC Masterbrand Inc. | 0.00% | 6,150 | $68K | No change |
| FSV Firstservice Corp. | 0.00% | 435 | $68K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 944 | $67K | Add +97.1% |
| PDBC Invesco Optimum Yield Divers | 0.00% | 5,060 | $67K | No change |
| DELL Dell Technologies -C | 0.00% | 528 | $66K | Add +20.8% |
| KD Kyndryl Holdings Inc. | 0.00% | 2,481 | $66K | Reduce -27.3% |
| CTAS Cintas Corp. | 0.00% | 348 | $65K | Add +16.4% |
| BMI Badger Meter Inc. | 0.00% | 375 | $65K | No change |
| EDIV State Street SPDR S&P Emergi | 0.00% | 1,670 | $65K | Add +165.1% |
| GOVT iShares US Treasury Bond ETF | 0.00% | 2,830 | $65K | Reduce -21.5% |
| MRVL Marvell Technology Inc. | 0.00% | 766 | $65K | Reduce -26.4% |
| CTS CTS Corp. | 0.00% | 1,500 | $64K | No change |
| IEV iShares Europe ETF | 0.00% | 921 | $63K | No change |
| FLS Flowserve Corp. | 0.00% | 902 | $63K | No change |
| JHML John Hancock Multi Fact LRG | 0.00% | 777 | $62K | New |
| SSB Southstate Bank Corp. | 0.00% | 650 | $61K | No change |
| BST BlackRock Science & Tech TR | 0.00% | 1,500 | $61K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 1,000 | $60K | New |
| XLF SS Financial Select Sector | 0.00% | 1,086 | $59K | Reduce -17.7% |
| JSMD Janus Small Mid Cap GR Alp | 0.00% | 725 | $59K | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.00% | 1,347 | $59K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.00% | 1,112 | $59K | No change |
| XLV SS Health Care Select Sector | 0.00% | 378 | $59K | Add +52.4% |
| KRE SS SPDR S&P Regional Bank | 0.00% | 900 | $58K | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 1,412 | $58K | Add +70500.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 53 | $57K | No change |
| CGGR Cap Group Growth Equity | 0.00% | 1,266 | $56K | No change |
| AVAV Aerovironment Inc. | 0.00% | 232 | $56K | No change |
| BAM Brookfield Asset Mgmt-A | 0.00% | 1,070 | $56K | No change |
| HSIC Henry Schein Inc. | 0.00% | 732 | $55K | No change |
| TFX Teleflex Inc. | 0.00% | 450 | $55K | No change |
| PTNQ Pacer Trendpilot 100 ETF | 0.00% | 692 | $54K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 522 | $54K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 1,260 | $54K | No change |
| ASA ASA Gold and Precious Metals | 0.00% | 900 | $54K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.00% | 230 | $53K | Add +48.4% |
| WAB Wabtec Corp. | 0.00% | 248 | $53K | Add +34.8% |
| RRC Range Resources Corp. | 0.00% | 1,500 | $53K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 4,029 | $53K | Add +75.8% |
| DES Wisdomtree US Smallcap Divid | 0.00% | 1,580 | $53K | No change |
| BXP BXP Inc. | 0.00% | 781 | $53K | Reduce -7.6% |
| MLI Mueller Industries Inc. | 0.00% | 452 | $52K | New |
| IHE iShares US Pharmaceuticals E | 0.00% | 609 | $52K | No change |
| ALB Albemarle Corp. | 0.00% | 365 | $52K | No change |
| HASI Ha Sustainable Infrastructur | 0.00% | 1,640 | $52K | No change |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 553 | $51K | No change |
| RMD Resmed Inc. | 0.00% | 213 | $51K | No change |
| PAYC Paycom Software Inc. | 0.00% | 320 | $51K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 202 | $51K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 1,160 | $50K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 1,009 | $49K | Add +40.3% |
| WBS Webster Financial Corp. | 0.00% | 784 | $49K | Add +67.9% |
| VTRS Viatris Inc. | 0.00% | 3,889 | $48K | No change |
| PAAS Pan American Silver Corp. | 0.00% | 930 | $48K | New |
| TXT Textron Inc. | 0.00% | 549 | $48K | No change |
| RING iShares MSCI Global Gold Min | 0.00% | 645 | $47K | Reduce -12.7% |
| MAIN Main Street Capital Corp. | 0.00% | 784 | $47K | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 289 | $46K | Add +92.7% |
| NTRS Northern Trust Corp. | 0.00% | 335 | $46K | No change |
| NXT Nextpower Inc. | 0.00% | 525 | $46K | No change |
| EBC Eastern Bankshares Inc. | 0.00% | 2,478 | $46K | No change |
| IP International Paper Co. | 0.00% | 1,155 | $45K | No change |
| PAR Par Technology Corp. | 0.00% | 1,250 | $45K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 493 | $45K | Reduce -23.2% |
| MSGS Madison Square Garden Sports | 0.00% | 175 | $45K | No change |
| NVT Nvent Electric PLC | 0.00% | 443 | $45K | No change |
| AVY Avery Dennison Corp. | 0.00% | 248 | $45K | Reduce -18.7% |
| NGG National Grid PLC-SP ADR | 0.00% | 583 | $45K | Add +218.6% |
| GRNY Fundstr Gran SH US LRG Cap | 0.00% | 1,796 | $44K | Add +255.6% |
| CW Curtiss-Wright Corp. | 0.00% | 80 | $44K | No change |
| CHKP Check Point Software Tech | 0.00% | 237 | $44K | No change |
| AG First Majestic Silver Corp. | 0.00% | 2,610 | $43K | New |
| AIG American International Group | 0.00% | 500 | $43K | Reduce -15.5% |
| TWLO Twilio Inc. Class A | 0.00% | 300 | $43K | No change |
| BALL Ball Corp. | 0.00% | 802 | $42K | Add +297.0% |
| MSCI MSCI Inc. | 0.00% | 74 | $42K | Add +27.6% |
| BIPC Brookfield Infrastructure-A | 0.00% | 935 | $42K | No change |
| XYZ Block Inc. | 0.00% | 651 | $42K | Add +3.3% |
| ESI Element Solutions Inc. | 0.00% | 1,695 | $42K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 400 | $42K | No change |
| AVB Avalonbay Communities Inc. | 0.00% | 231 | $42K | Reduce -16.0% |
| KEY Keycorp | 0.00% | 2,029 | $42K | No change |
| RACE Ferrari NV | 0.00% | 113 | $42K | Add +769.2% |
| SCHG Schwab US Large-Cap Growth | 0.00% | 1,280 | $42K | Reduce -61.9% |
| CHTR Charter Communications Inc. Class A | 0.00% | 200 | $42K | Add +33.3% |
| DSGX The Descartes Systems Grp | 0.00% | 475 | $42K | No change |
| STE Steris PLC | 0.00% | 164 | $42K | Add +30.2% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.00% | 410 | $41K | Reduce -27.9% |
| MAS Masco Corp. | 0.00% | 650 | $41K | No change |
| CFG Citizens Financial Group | 0.00% | 704 | $41K | Add +4.9% |
| MBB iShares MBS ETF | 0.00% | 427 | $41K | Reduce -50.6% |
| NVZMF Novonesis (novozymes) B | 0.00% | 650 | $41K | New |
| UNM Unum Group | 0.00% | 521 | $40K | No change |
| THC Tenet Healthcare Corp. | 0.00% | 200 | $40K | No change |
| FELE Franklin Electric Co. Inc. | 0.00% | 415 | $40K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 185 | $40K | No change |
| HOMB Home Bancshares Inc. | 0.00% | 1,425 | $40K | No change |
| GM General Motors Co. | 0.00% | 486 | $40K | Add +15.7% |
| GOOD Gladstone Commercial Corp. | 0.00% | 3,640 | $39K | No change |
| FRPH FRP Holdings Inc. filed as FRP HLDGS INC | 0.00% | 1,700 | $39K | No change |
| GXO Gxo Logistics Inc. | 0.00% | 735 | $39K | No change |
| BANX Arrowmark Financial Corp. | 0.00% | 1,750 | $38K | No change |
| PIO Invesco Global Water ETF | 0.00% | 863 | $38K | Add +475.3% |
| RHP Ryman Hospitality Properties | 0.00% | 400 | $38K | No change |
| XLE SS Energy Select Sector | 0.00% | 840 | $38K | Reduce -9.7% |
| GRID First TRST Nasd Class Edg Sgiif | 0.00% | 245 | $37K | No change |
| CMS CMS Energy Corp. | 0.00% | 535 | $37K | No change |
| AER Aercap Holdings NV | 0.00% | 260 | $37K | No change |
| DFAX Dimensional World Ex US Core | 0.00% | 1,132 | $37K | No change |
| LEN Lennar Corp. Class A | 0.00% | 359 | $37K | No change |
| FR First Industrial Realty TR | 0.00% | 644 | $37K | No change |
| CMA Comerica Inc. | 0.00% | 421 | $37K | No change |
| AGCO Agco Corp. | 0.00% | 350 | $37K | No change |
| MXI iShares Global Materials ETF | 0.00% | 376 | $36K | No change |
| ENS Enersys | 0.00% | 245 | $36K | No change |
| IAI iShares U.S. Broker-Dealers | 0.00% | 200 | $36K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.00% | 488 | $36K | No change |
| LNC Lincoln National Corp. | 0.00% | 800 | $36K | No change |
| BBT Beacon Financial Corp. | 0.00% | 1,346 | $35K | New |
| FPE FT-Preferred Secur & Inc. ETF | 0.00% | 1,942 | $35K | No change |
| LEN.B Lennar Corp. Class B | 0.00% | 370 | $35K | No change |
| CCJ Cameco Corp. | 0.00% | 384 | $35K | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.00% | 703 | $35K | Add +17.2% |
| DVN Devon Energy Corp. | 0.00% | 942 | $35K | No change |
| FXL First Trust Technology Alpha | 0.00% | 205 | $34K | No change |
| TSLX Sixth Street Specialty Lendi | 0.00% | 1,584 | $34K | No change |
| UHT Universal Health RLTY Income | 0.00% | 870 | $34K | No change |
| IAK iShares U.S. Insurance ETF | 0.00% | 250 | $34K | No change |
| SITE Siteone Landscape Supply Inc. | 0.00% | 270 | $34K | No change |
| ESAB Esab Corp. | 0.00% | 301 | $34K | No change |
| SPSC SPS Commerce Inc. | 0.00% | 375 | $33K | No change |
| TDG Transdigm Group Inc. | 0.00% | 25 | $33K | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 381 | $33K | Add +90.5% |
| EQIX Equinix Inc. | 0.00% | 43 | $33K | Add +13.2% |
| IYJ iShares U.S. Industrials ETF | 0.00% | 220 | $33K | No change |
| TKR Timken Co. | 0.00% | 383 | $32K | Add +19.7% |
| EWJ iShares MSCI Japan ETF | 0.00% | 399 | $32K | No change |
| BMNR Bitmine Immersion Technologi | 0.00% | 1,180 | $32K | Add +424.4% |
| NPO Enpro Inc. | 0.00% | 148 | $32K | New |
| HBAN Huntington Bancshares Inc. | 0.00% | 1,824 | $32K | Reduce -35.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 300 | $31K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 306 | $31K | No change |
| ENLAY Enel SPA - Unspon ADR filed as ENEL SOCIETA PER AZIONI UNSPON | 0.00% | 3,000 | $31K | New |
| WTW Willis Towers Watson PLC | 0.00% | 95 | $31K | Reduce -12.8% |
| DCI Donaldson Co. Inc. | 0.00% | 350 | $31K | No change |
| XLB SS Materials Select Sector | 0.00% | 684 | $31K | No change |
| AMX America Movil Sab DE CV | 0.00% | 1,498 | $31K | No change |
| IYC iShares US Consumer Discreti | 0.00% | 300 | $31K | No change |
| TSCO Tractor Supply Company | 0.00% | 615 | $31K | No change |
| DXJ Wisdomtree Japan Hedged Eq | 0.00% | 210 | $30K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 228 | $30K | No change |
| ZION Zions Bancorp NA | 0.00% | 507 | $30K | No change |
| ODC Oil-Dri Corp. of America | 0.00% | 600 | $29K | No change |
| DFAC Dimensional US Core Equity 2 | 0.00% | 740 | $29K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 509 | $29K | No change |
| XEL Xcel Energy Inc. | 0.00% | 396 | $29K | No change |
| DEM Wisdomtree Emerging Markets | 0.00% | 625 | $29K | No change |
| GUNR NT Mstar GLBL NR ETF | 0.00% | 636 | $29K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 1,035 | $29K | Add +31.9% |
| CTSH Cognizant Tech Solutions-A | 0.00% | 350 | $29K | Reduce -12.5% |
| LSTR Landstar System Inc. | 0.00% | 200 | $29K | No change |
| AWI Armstrong World Industries | 0.00% | 150 | $29K | No change |
| ITT Itt Inc. | 0.00% | 165 | $29K | No change |
| ALLY Ally Financial Inc. | 0.00% | 629 | $28K | No change |
| SCHM Schwab US Mid Cap ETF | 0.00% | 947 | $28K | No change |
| COO The Cooper Cos Inc. | 0.00% | 340 | $28K | No change |
| IPKW Invesco International Buybac | 0.00% | 500 | $28K | New |
| ODFL Old Dominion Freight Line | 0.00% | 176 | $28K | No change |
| MSLC Ms Large Cap Equity ETF | 0.00% | 507 | $28K | New |
| TRP TC Energy Corp. | 0.00% | 500 | $28K | New |
| BBY Best Buy Co. Inc. | 0.00% | 408 | $27K | Add +22.2% |
| IGM iShares Expanded Tech Sector | 0.00% | 210 | $27K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 35 | $27K | Reduce -92.2% |
| FDN First Trust DJ Internet Ind | 0.00% | 100 | $27K | No change |
| SDVY First Trust Smid Cap Rising | 0.00% | 700 | $27K | New |
| CGW Invesco S&P Global Water Ind | 0.00% | 425 | $27K | No change |
| EZM Wisdomtree US Midcap Fund | 0.00% | 400 | $27K | No change |
| MPLX MPLX LP | 0.00% | 500 | $27K | No change |
| RDVY First Trust Rising Dividend | 0.00% | 382 | $27K | New |
| ARKK ARK Innovation ETF | 0.00% | 345 | $27K | No change |
| IWC iShares Micro-Cap ETF | 0.00% | 168 | $26K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 155 | $26K | No change |
| CPRT Copart Inc. | 0.00% | 665 | $26K | No change |
| DIV Global X Superdividend Use | 0.00% | 1,500 | $26K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 326 | $26K | Add +44.3% |
| BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU | 0.00% | 1,000 | $26K | New |
| DBEM Xtrackers MSCI Emerging Mark | 0.00% | 800 | $25K | New |
| KBWB Invesco KBW Bank ETF | 0.00% | 302 | $25K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 42 | $25K | Reduce -53.3% |
| FXO First Trust Financial Alphad | 0.00% | 420 | $25K | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.00% | 416 | $25K | New |
| IGF iShares Global Infrastructur | 0.00% | 412 | $25K | New |
| MYI BlackRock Muniyield QLTY III | 0.00% | 2,300 | $25K | New |
| NCV Virtus Convertible & Income | 0.00% | 1,631 | $25K | No change |
| KVUE Kenvue Inc. | 0.00% | 1,429 | $25K | Reduce -40.1% |
| ARE Alexandria Real Estate Equit | 0.00% | 500 | $24K | Reduce -7.1% |
| TRI Thomson Reuters Corp. | 0.00% | 184 | $24K | No change |
| HWC Hancock Whitney Corp. | 0.00% | 378 | $24K | Add +184.2% |
| SCHX Schwab US Large-Cap ETF | 0.00% | 894 | $24K | No change |
| NEU Newmarket Corp. | 0.00% | 35 | $24K | No change |
| MAT Mattel Inc. | 0.00% | 1,195 | $24K | Reduce -9.1% |
| UAL United Airlines Holdings Inc. | 0.00% | 212 | $24K | No change |
| BF.A Brown-Forman Corp. Class A | 0.00% | 900 | $24K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 300 | $24K | No change |
| AOS Smith (a.o.) Corp. | 0.00% | 350 | $23K | No change |
| IDOG Alps International Sector Di | 0.00% | 600 | $23K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 359 | $23K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 150 | $23K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 133 | $23K | No change |
| CAL Caleres Inc. | 0.00% | 1,850 | $23K | No change |
| ARRY Array Technologies Inc. | 0.00% | 2,440 | $22K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 78 | $22K | No change |
| TDIV FT Nasdaq Tech DVD Index FD | 0.00% | 228 | $22K | New |
| NTRA Natera Inc. | 0.00% | 96 | $22K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 275 | $22K | New |
| PNR Pentair PLC | 0.00% | 209 | $22K | No change |
| BLD Topbuild Corp. | 0.00% | 52 | $22K | No change |
| DLN Wisdomtree US Largecap Divid | 0.00% | 246 | $22K | No change |
| LMNR Limoneira Co. | 0.00% | 1,710 | $22K | Add +113.8% |
| TDY Teledyne Technologies Inc. | 0.00% | 42 | $21K | No change |
| ALV Autoliv Inc. | 0.00% | 179 | $21K | No change |
| CIGI Colliers Intl GR-Subord Vot | 0.00% | 144 | $21K | No change |
| WCN Waste Connections Inc. | 0.00% | 120 | $21K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 185 | $21K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.00% | 231 | $21K | Reduce -21.7% |
| XBMEX BlackRock Health Sciences | 0.00% | 500 | $21K | New |
| TRIN Trinity Capital Inc. | 0.00% | 1,400 | $21K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 4,500 | $20K | No change |
| LLYVK Liberty Live Holdings Class C | 0.00% | 246 | $20K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 72 | $20K | Add +18.0% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.00% | 396 | $20K | New |
| J Jacobs Solutions Inc. | 0.00% | 150 | $20K | Reduce -25.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.00% | 375 | $20K | Reduce -29.0% |
| ALSN Allison Transmission Holding | 0.00% | 200 | $20K | No change |
| KNSL Kinsale Capital Group Inc. | 0.00% | 50 | $20K | No change |
| NTST Netstreit Corp. | 0.00% | 1,100 | $19K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.00% | 300 | $19K | New |
| MLM Martin Marietta Materials | 0.00% | 31 | $19K | Add +47.6% |
| MPV Barings Participation Invest | 0.00% | 1,200 | $19K | No change |
| SWKS Skyworks Solutions Inc. | 0.00% | 300 | $19K | Reduce -25.0% |
| TMFC Motley Fool 100 Index ETF | 0.00% | 262 | $19K | New |
| LULU Lululemon Athletica Inc. | 0.00% | 90 | $19K | No change |
| CDW CDW Corp. | 0.00% | 137 | $19K | No change |
| JEF Jefferies Financial Group Inc. | 0.00% | 300 | $19K | No change |
| ARES Ares Management Corp. Class A | 0.00% | 115 | $19K | No change |
| HUM Humana Inc. | 0.00% | 72 | $18K | Reduce -45.5% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 250 | $18K | No change |
| ZM Zoom Communications Inc. | 0.00% | 213 | $18K | Add +4.9% |
| WH Wyndham Hotels & Resorts Inc. | 0.00% | 243 | $18K | No change |
| DLTR Dollar Tree Inc. | 0.00% | 148 | $18K | New |
| MELI MercadoLibre Inc. | 0.00% | 9 | $18K | Add +28.6% |
| LBTYA Liberty Global Ltd. Class A | 0.00% | 1,620 | $18K | No change |
| USCI United States Commodity Inde | 0.00% | 231 | $18K | No change |
| PNW Pinnacle West Capital | 0.00% | 199 | $18K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 49 | $18K | Reduce -52.0% |
| HGTY Hagerty Inc. Class A | 0.00% | 1,300 | $17K | No change |
| CAG Conagra Brands Inc. | 0.00% | 1,000 | $17K | No change |
| HCA HCA Healthcare Inc. | 0.00% | 37 | $17K | Add +48.0% |
| IVZ Invesco Ltd. | 0.00% | 655 | $17K | Add +219.5% |
| MC Moelis & Co. Class A | 0.00% | 250 | $17K | No change |
| UGI Ugi Corp. | 0.00% | 459 | $17K | New |
| MNST Monster Beverage Corp. | 0.00% | 223 | $17K | Add +57.0% |
| PPA Invesco Aerospace & Defense | 0.00% | 109 | $17K | No change |
| SUB iShares Short-Term National | 0.00% | 160 | $17K | New |
| IWL iShares Russell Top 200 ETF | 0.00% | 100 | $17K | No change |
| URI United Rentals Inc. | 0.00% | 21 | $17K | No change |
| SKYY First Trust Cloud Computing | 0.00% | 130 | $17K | New |
| DFUS Dimensional US Eq MKT ETF | 0.00% | 227 | $17K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 361 | $17K | No change |
| INSM Insmed Inc. | 0.00% | 95 | $17K | No change |
| AIQ Global X Art Intel & Tech | 0.00% | 325 | $17K | New |
| TLH iShares 10-20 Year Treasury | 0.00% | 162 | $16K | No change |
| QXO Qxo Inc. | 0.00% | 850 | $16K | New |
| MCI Barings Corporate Investors | 0.00% | 888 | $16K | No change |
| OGE Oge Energy Corp. | 0.00% | 377 | $16K | No change |
| ARGX Argenx SE - ADR | 0.00% | 19 | $16K | New |
| AUPH Aurinia Pharmaceuticals Inc. | 0.00% | 1,000 | $16K | No change |
| USIG iShares Broad Usd Investment | 0.00% | 307 | $16K | Reduce -64.9% |
| XMLV Invesco S&P Midcap Low Volat | 0.00% | 250 | $16K | New |
| EXPE Expedia Group Inc. | 0.00% | 55 | $16K | No change |
| HAL Halliburton Co. | 0.00% | 545 | $15K | Reduce -18.1% |
| IT Gartner Inc. | 0.00% | 60 | $15K | No change |
| ALEX Alexander & Baldwin Inc. | 0.00% | 728 | $15K | No change |
| RUN Sunrun Inc. | 0.00% | 797 | $15K | No change |
| CR Crane Co. | 0.00% | 78 | $14K | No change |
| AGNC AGNC Investment Corp. | 0.00% | 1,329 | $14K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.00% | 239 | $14K | No change |
| AME Ametek Inc. | 0.00% | 68 | $14K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 200 | $14K | No change |
| PFG Principal Financial Group | 0.00% | 157 | $14K | No change |
| FHN First Horizon Corp. | 0.00% | 579 | $14K | No change |
| STX Seagate Technology Holdings | 0.00% | 50 | $14K | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 210 | $14K | No change |
| PHG Koninklijke Philips NVR- NY | 0.00% | 500 | $14K | No change |
| HALO Halozyme Therapeutics Inc. | 0.00% | 200 | $13K | No change |
| TPR Tapestry Inc. | 0.00% | 105 | $13K | Reduce -37.5% |
| TMDX Transmedics Group Inc. | 0.00% | 110 | $13K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 88 | $13K | Add +27.5% |
| DTE DTE Energy Company | 0.00% | 100 | $13K | No change |
| AMRC Ameresco Inc. Class A | 0.00% | 440 | $13K | No change |
| HUBB Hubbell Inc. | 0.00% | 29 | $13K | No change |
| FCNCA First Citizens Bcshs Class A | 0.00% | 6 | $13K | New |
| PML PIMCO Municipal Income FD II | 0.00% | 1,700 | $13K | No change |
| ICLR Icon PLC | 0.00% | 70 | $13K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.00% | 178 | $13K | No change |
| EIX Edison International | 0.00% | 210 | $13K | Reduce -5.4% |
| NTR Nutrien Ltd. | 0.00% | 200 | $12K | Reduce -75.0% |
| ACWV iShares MSCI Global Min Vol | 0.00% | 103 | $12K | No change |
| SYM Symbotic Inc. | 0.00% | 200 | $12K | No change |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.00% | 240 | $12K | Reduce -38.8% |
| RDVI FT Vest Rising Dividend Achi | 0.00% | 451 | $12K | New |
| EQNR Equinor ASA-Spon ADR | 0.00% | 500 | $12K | No change |
| IYW iShares Ustechnology ETF | 0.00% | 59 | $12K | New |
| DRI Darden Restaurants Inc. | 0.00% | 64 | $12K | Add +113.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 431 | $12K | No change |
| ACM Aecom | 0.00% | 122 | $12K | No change |
| HEI.A Heico Corp. Class A | 0.00% | 46 | $12K | Add +119.0% |
| VTR Ventas Inc. | 0.00% | 148 | $11K | No change |
| KR Kroger Co. | 0.00% | 181 | $11K | No change |
| SCHQ Schwab Long-Term US Treasury | 0.00% | 355 | $11K | Reduce -52.5% |
| FIW First Trust Water ETF | 0.00% | 100 | $11K | No change |
| BIRK Birkenstock Holding PLC | 0.00% | 265 | $11K | No change |
| FIRST TRUST | 0.00% | 991 | $11K | New |
| GME Gamestop Corp. Class A | 0.00% | 533 | $11K | Add +393.5% |
| ILF iShares Latin America 40 ETF | 0.00% | 347 | $11K | No change |
| DHI D.R. Horton Inc. | 0.00% | 73 | $11K | Reduce -13.1% |
| SOFI Sofi Technologies Inc. | 0.00% | 397 | $10K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 100 | $10K | No change |
| RF Regions Financial Corp. | 0.00% | 382 | $10K | Reduce -55.1% |
| ABM Abm Industries Inc. | 0.00% | 242 | $10K | No change |
| CNC Centene Corp. | 0.00% | 245 | $10K | Add +444.4% |
| BWXT BWX Technologies Inc. | 0.00% | 58 | $10K | No change |
| EA Electronic Arts Inc. | 0.00% | 49 | $10K | No change |
| UIT FT Unit 11898 S&P Divd Aristocrats | 0.00% | 1,009 | $10K | New |
| AEE Ameren Corporation | 0.00% | 100 | $10K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 88 | $10K | Reduce -71.9% |
| DLB Dolby Laboratories Inc. Class A | 0.00% | 150 | $10K | No change |
| CNP Centerpoint Energy Inc. | 0.00% | 250 | $10K | No change |
| PARR Par Pacific Holdings Inc. | 0.00% | 270 | $9K | No change |
| DG Dollar General Corp. | 0.00% | 70 | $9K | No change |
| NJR New Jersey Resources Corp. | 0.00% | 201 | $9K | No change |
| FTCS First Trust Capital Strength | 0.00% | 100 | $9K | New |
| WSC Willscot Holdings Corp. | 0.00% | 490 | $9K | No change |
| FOXA Fox Corp. Class A | 0.00% | 126 | $9K | No change |
| VDC Vanguard Consumer Staple ETF | 0.00% | 43 | $9K | No change |
| TREE Lendingtree Inc. | 0.00% | 171 | $9K | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.00% | 73 | $9K | No change |
| IJUL Innovator International Deve | 0.00% | 268 | $9K | No change |
| CAI Caris Life Sciences Inc. | 0.00% | 330 | $9K | New |
| CNXN PC Connection Inc. | 0.00% | 150 | $9K | New |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 131 | $9K | No change |
| NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC | 0.00% | 1,575 | $9K | No change |
| ANGL Vaneck Fallen Angel High YLD | 0.00% | 290 | $9K | Reduce -12.1% |
| FOX Fox Corp. Class B | 0.00% | 129 | $8K | No change |
| MGY Magnolia Oil & Gas Corp. Class A | 0.00% | 382 | $8K | No change |
| TKO Tko Group Holdings Inc. | 0.00% | 40 | $8K | No change |
| BKR Baker Hughes Co. | 0.00% | 182 | $8K | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 220 | $8K | Reduce -54.3% |
| EWBC East West Bancorp Inc. | 0.00% | 73 | $8K | No change |
| CDRE Cadre Holdings Inc. | 0.00% | 200 | $8K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 102 | $8K | No change |
| LPX Louisiana-Pacific Corp. | 0.00% | 100 | $8K | No change |
| SEIC Sei Investments Company | 0.00% | 98 | $8K | Add +55.6% |
| SAP Sap SE-Sponsored ADR | 0.00% | 33 | $8K | No change |
| TTEK Tetra Tech Inc. | 0.00% | 238 | $8K | New |
| OGN Organon & Co. | 0.00% | 1,110 | $8K | Reduce -53.0% |
| DASH DoorDash Inc. Class A | 0.00% | 35 | $8K | No change |
| AGX Argan Inc. | 0.00% | 25 | $8K | No change |
| ARTY iShares Future AI & Tech ETF | 0.00% | 160 | $8K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 39 | $8K | No change |
| GPK Graphic Packaging Holding Co. | 0.00% | 508 | $8K | Add +139.6% |
| BAX Baxter International Inc. | 0.00% | 400 | $8K | Reduce -48.0% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 98 | $8K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 47 | $8K | Add +38.2% |
| SPNT Siriuspoint Ltd. | 0.00% | 344 | $8K | No change |
| EGP Eastgroup Properties Inc. | 0.00% | 41 | $7K | No change |
| UTL Unitil Corp. | 0.00% | 150 | $7K | No change |
| SNV Synovus Financial Corp. | 0.00% | 145 | $7K | No change |
| FNB FNB Corp. | 0.00% | 420 | $7K | No change |
| KDP Keurig Dr Pepper Inc. | 0.00% | 255 | $7K | No change |
| VRSK Verisk Analytics Inc. | 0.00% | 31 | $7K | No change |
| CHWY Chewy Inc. Class A | 0.00% | 208 | $7K | No change |
| BRBR Bellring Brands Inc. | 0.00% | 253 | $7K | No change |
| HYLB Xtrackers Usd High Yield Cor | 0.00% | 183 | $7K | New |
| GGN Gamco GLBL Gold NTRL Res Inc. | 0.00% | 1,300 | $7K | No change |
| SHC Sotera Health Co. | 0.00% | 373 | $7K | No change |
| RBLX Roblox Corp. Class A | 0.00% | 80 | $6K | No change |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.00% | 164 | $6K | No change |
| KRG Kite Realty Group Trust | 0.00% | 266 | $6K | No change |
| AES AES Corp. | 0.00% | 442 | $6K | New |
| LYB Lyondellbasell Indu Class A | 0.00% | 144 | $6K | No change |
| WTM White Mountains Insurance GP | 0.00% | 3 | $6K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 32 | $6K | No change |
| CCL Carnival Corp. | 0.00% | 201 | $6K | No change |
| EQH Equitable Holdings Inc. | 0.00% | 127 | $6K | No change |
| SPH Suburban Propane Partners LP | 0.00% | 322 | $6K | No change |
| NTAP Netapp Inc. | 0.00% | 55 | $6K | Reduce -24.7% |
| GL Globe Life Inc. | 0.00% | 42 | $6K | New |
| AVEM Avantis Emerging Markets Eq | 0.00% | 75 | $6K | New |
| TAK Takeda Pharmaceutic-SP ADR | 0.00% | 370 | $6K | No change |
| HLN Haleon PLC-ADR | 0.00% | 563 | $6K | Add +181.5% |
| RKT Rocket Cos Inc. Class A | 0.00% | 294 | $6K | No change |
| MSSM Ms Small-Mid Cap Equity ETF | 0.00% | 112 | $6K | New |
| COIN Coinbase Global Inc. Class A | 0.00% | 25 | $6K | No change |
| BGC BGC Group Inc. Class A | 0.00% | 630 | $6K | Reduce -70.8% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.00% | 83 | $6K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 14 | $6K | No change |
| CC The Chemours Co. | 0.00% | 469 | $6K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 30 | $5K | No change |
| CFLT Confluent Inc. Class A | 0.00% | 180 | $5K | No change |
| WDAY Workday Inc. Class A | 0.00% | 25 | $5K | Add +38.9% |
| STAG Stag Industrial Inc. | 0.00% | 145 | $5K | No change |
| TWO Two Harbors Investment Corp. filed as TWO HBRS INVT CORP | 0.00% | 506 | $5K | No change |
| CELH Celsius Holdings Inc. | 0.00% | 114 | $5K | No change |
| IRT Independence Realty Trust Inc. | 0.00% | 293 | $5K | No change |
| NIO Nio Inc. - ADR | 0.00% | 1,000 | $5K | No change |
| CSGP Costar Group Inc. | 0.00% | 75 | $5K | No change |
| REX Rex American Resources Corp. | 0.00% | 156 | $5K | No change |
| MDB Mongodb Inc. | 0.00% | 12 | $5K | No change |
| FLG Flagstar Bank NA | 0.00% | 400 | $5K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 53 | $5K | No change |
| LSEGY London Stock Ex Grp ADR Spon | 0.00% | 165 | $5K | New |
| GDDY GoDaddy Inc. Class A | 0.00% | 40 | $5K | No change |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.00% | 100 | $5K | New |
| TELFY Telefonica SA-Spon ADR | 0.00% | 1,223 | $5K | New |
| PTY PIMCO Corporate & Income Opp | 0.00% | 383 | $5K | No change |
| KRYS Krystal Biotech Inc. | 0.00% | 20 | $5K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 43 | $5K | No change |
| OSK Oshkosh Corp. | 0.00% | 38 | $5K | No change |
| TMHC Taylor Morrison Home Corp. | 0.00% | 81 | $5K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 35 | $5K | Add +16.7% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.00% | 197 | $5K | No change |
| APP AppLovin Corp. Class A | 0.00% | 7 | $5K | New |
| SFGYY Sony Financial Group Inc.-ADR | 0.00% | 900 | $5K | New |
| LYV Live Nation Entertainment Inc. | 0.00% | 32 | $5K | No change |
| ENVX Enovix Corp. | 0.00% | 615 | $4K | Reduce -44.8% |
| CVBF CVB Financial Corp. | 0.00% | 241 | $4K | No change |
| IIF Morgan Stanley India Invest | 0.00% | 179 | $4K | No change |
| RITM Rithm Capital Corp. | 0.00% | 409 | $4K | No change |
| FERG Ferguson Enterprises Inc. | 0.00% | 20 | $4K | No change |
| MRNA Moderna Inc. | 0.00% | 150 | $4K | No change |
| AKAM Akamai Technologies Inc. | 0.00% | 50 | $4K | New |
| CRDO Credo Technology Group Holdi | 0.00% | 30 | $4K | New |
| PTEN Patterson-Uti Energy Inc. | 0.00% | 705 | $4K | No change |
| FE Firstenergy Corp. | 0.00% | 96 | $4K | No change |
| HOLX Hologic Inc. | 0.00% | 57 | $4K | No change |
| CRON Cronos Group Inc. | 0.00% | 1,613 | $4K | New |
| NEOG Neogen Corp. | 0.00% | 595 | $4K | No change |
| SNA Snap-on Inc. | 0.00% | 12 | $4K | No change |
| NLOP Net Lease Office Property | 0.00% | 160 | $4K | No change |
| HOG Harley-Davidson Inc. | 0.00% | 200 | $4K | No change |
| GVI iShares Intermediate Governm | 0.00% | 38 | $4K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 47 | $4K | No change |
| PODD Insulet Corp. | 0.00% | 14 | $4K | No change |
| RWO State Street SPDR Dow Jones | 0.00% | 88 | $4K | No change |
| DTM DT Midstream Inc. | 0.00% | 33 | $4K | No change |
| IQV Iqvia Holdings Inc. | 0.00% | 17 | $4K | No change |
| VFC VF Corp. | 0.00% | 211 | $4K | New |
| MSTR Strategy Inc. | 0.00% | 25 | $4K | Add +66.7% |
| VKGNEX Investment Grade Municipal | 0.00% | 50 | $4K | No change |
| URTH iShares MSCI World ETF | 0.00% | 20 | $4K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.00% | 23 | $4K | No change |
| WLK Westlake Corp. | 0.00% | 50 | $4K | No change |
| CXT Crane NXT Co. | 0.00% | 78 | $4K | No change |
| EME Emcor Group Inc. | 0.00% | 6 | $4K | New |
| TNL Travel + Leisure Co. | 0.00% | 52 | $4K | No change |
| VMI Valmont Industries | 0.00% | 9 | $4K | No change |
| ALT Altimmune Inc. | 0.00% | 1,000 | $4K | New |
| BAI Ishrs AI in and Tech Act ETF | 0.00% | 108 | $4K | New |
| INDB Independent Bank Corp. | 0.00% | 48 | $4K | No change |
| PPL PPL Corp. | 0.00% | 100 | $4K | No change |
| SPOT Spotify Technology SA | 0.00% | 6 | $3K | Add +500.0% |
| THRO iShares U.S. Thematic Rotati | 0.00% | 89 | $3K | New |
| PCY Invesco Emerging Markets Sov | 0.00% | 158 | $3K | New |
| TLRY Tilray Brands Inc. | 0.00% | 379 | $3K | New |
| INVTSX Investment Grade Income Trus | 0.00% | 4 | $3K | New |
| DFAT Dimensional US Target Value | 0.00% | 57 | $3K | No change |
| EXR Extra Space Storage Inc. | 0.00% | 26 | $3K | No change |
| BDRFY Beiersdorf AG-Unspon ADR | 0.00% | 150 | $3K | No change |
| EPR Epr Properties filed as EPR PPTYS | 0.00% | 66 | $3K | No change |
| PGX Invesco Preferred ETF | 0.00% | 290 | $3K | New |
| HI Hillenbrand Inc. | 0.00% | 102 | $3K | No change |
| FORM Formfactor Inc. | 0.00% | 57 | $3K | No change |
| PII Polaris Inc. | 0.00% | 50 | $3K | No change |
| XEADX Allspring Income Opport | 0.00% | 465 | $3K | No change |
| OKTA Okta Inc. | 0.00% | 36 | $3K | No change |
| ARR Armour Residential REIT Inc. | 0.00% | 175 | $3K | No change |
| PCF High Income Securities Fund | 0.00% | 500 | $3K | No change |
| BTI British American Tob-SP ADR | 0.00% | 54 | $3K | No change |
| AMAL Amalgamated Financial Corp. | 0.00% | 94 | $3K | No change |
| HTO H2O America | 0.00% | 61 | $3K | No change |
| NOK Nokia Corp.-Spon ADR | 0.00% | 460 | $3K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.00% | 50 | $3K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 81 | $3K | No change |
| BWA Borgwarner Inc. | 0.00% | 64 | $3K | No change |
| AMSC American Superconductor Corp. | 0.00% | 100 | $3K | No change |
| BFAM Bright Horizons Family Solut | 0.00% | 28 | $3K | No change |
| RSPN Invesco S&P 500 Equal Weight | 0.00% | 50 | $3K | No change |
| STWD Starwood Property Trust Inc. | 0.00% | 157 | $3K | No change |
| SNPS Synopsys Inc. | 0.00% | 6 | $3K | New |
| EHC Encompass Health Corp. | 0.00% | 26 | $3K | No change |
| PHM Pultegroup Inc. | 0.00% | 23 | $3K | Add +155.6% |
| PACK Ranpak Holdings Corp. | 0.00% | 497 | $3K | No change |
| DRH Diamondrock Hospitality Co. | 0.00% | 299 | $3K | No change |
| LCTX Lineage Cell Therapeutics Inc. | 0.00% | 1,553 | $3K | No change |
| FFIV F5 Inc. | 0.00% | 10 | $3K | No change |
| Quality Mun Income Tr Unit 93 | 0.00% | 3 | $3K | No change |
| GT Goodyear Tire & Rubber Co. | 0.00% | 290 | $3K | No change |
| BFH Bread Financial Holdings Inc. | 0.00% | 34 | $3K | No change |
| GIL Gildan Activewear Inc. | 0.00% | 40 | $2K | New |
| PFFD Global X US Preferred ETF | 0.00% | 132 | $2K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 111 | $2K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 122 | $2K | No change |
| NXST Nexstar Media Group Inc. | 0.00% | 12 | $2K | New |
| QBTS D-Wave Quantum Inc. | 0.00% | 92 | $2K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 53 | $2K | No change |
| LOVE The Lovesac Co. | 0.00% | 161 | $2K | No change |
| SCI Service Corp. International | 0.00% | 30 | $2K | New |
| STAA Staar Surgical Co. | 0.00% | 100 | $2K | No change |
| APTV Aptiv PLC | 0.00% | 30 | $2K | No change |
| KAI Kadant Inc. | 0.00% | 8 | $2K | No change |
| ZETA Zeta Global Holdings Corp. Class A | 0.00% | 110 | $2K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 15 | $2K | New |
| GREK Global X MSCI Greece ETF | 0.00% | 33 | $2K | No change |
| CE Celanese Corp. | 0.00% | 51 | $2K | New |
| PPLI People Inc. filed as IAC INC | 0.00% | 55 | $2K | No change |
| CACI Caci International Inc. Class A | 0.00% | 4 | $2K | New |
| APPN Appian Corp. Class A | 0.00% | 60 | $2K | New |
| PINS Pinterest Inc. Class A | 0.00% | 81 | $2K | No change |
| COLB Columbia Banking System Inc. | 0.00% | 75 | $2K | No change |
| ELME Elme Communities | 0.00% | 120 | $2K | No change |
| MTX Minerals Technologies Inc. | 0.00% | 34 | $2K | No change |
| OKLO Oklo Inc. | 0.00% | 28 | $2K | New |
| GCO Genesco Inc. | 0.00% | 81 | $2K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 150 | $2K | Reduce -87.0% |
| VITL Vital Farms Inc. | 0.00% | 62 | $2K | No change |
| EMBC Embecta Corp. | 0.00% | 157 | $2K | No change |
| DXIV Dimensional Intr Vtor E ETF | 0.00% | 28 | $2K | No change |
| FN Fabrinet | 0.00% | 4 | $2K | New |
| SHLD Global X Defense Tech ETF | 0.00% | 28 | $2K | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 27 | $2K | New |
| CRH CRH PLC | 0.00% | 14 | $2K | New |
| WDC Western Digital Corp. | 0.00% | 10 | $2K | No change |
| BUPXX Blckrck Liq Fdfnd-Prem | 0.00% | 1,693 | $2K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 75 | $2K | No change |
| IONQ Ionq Inc. | 0.00% | 37 | $2K | New |
| LLYVA Liberty Live Holdings Class A | 0.00% | 20 | $2K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 19 | $2K | No change |
| ECHO Echostar Corp. Class A | 0.00% | 14 | $2K | No change |
| FTRE Fortrea Holdings Inc. | 0.00% | 88 | $2K | No change |
| OSCR Oscar Health Inc. Class A | 0.00% | 100 | $1K | No change |
| VLUE iShares MSCI USA Value Facto | 0.00% | 10 | $1K | No change |
| PIPR Piper Sandler Cos | 0.00% | 4 | $1K | No change |
| BUG Global X Cybersecurity ETF | 0.00% | 44 | $1K | No change |
| INVH Invitation Homes Inc. | 0.00% | 47 | $1K | New |
| TEAM Atlassian Corp. Class A | 0.00% | 8 | $1K | No change |
| SIVR Abrdn Physical Silver Shares | 0.00% | 19 | $1K | Reduce -98.8% |
| SCHP Schwab U.S. Tips ETF | 0.00% | 48 | $1K | No change |
| MANH Manhattan Associates Inc. | 0.00% | 7 | $1K | New |
| AMC AMC Entertainment HLDS Class A | 0.00% | 750 | $1K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 9 | $1K | Reduce -10.0% |
| VST Vistra Corp. | 0.00% | 7 | $1K | No change |
| ITRI Itron Inc. | 0.00% | 12 | $1K | New |
| Van Kampen Invt Grade Muni Tr #96 | 0.00% | 12 | $1K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 37 | $1K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 33 | $1K | No change |
| TR Tootsie Roll Inds | 0.00% | 29 | $1K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 11 | $1K | New |
| UAA Under Armour Inc. Class A | 0.00% | 200 | $994 | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.00% | 23 | $986 | No change |
| MAA Mid-America Apartment Comm | 0.00% | 7 | $972 | New |
| AIZ Assurant Inc. | 0.00% | 4 | $963 | New |
| MGM MGM Resorts International | 0.00% | 22 | $803 | New |
| TRIP Tripadvisor Inc. | 0.00% | 55 | $801 | No change |
| ILMN Illumina Inc. | 0.00% | 6 | $787 | New |
| TOST Toast Inc. Class A | 0.00% | 22 | $781 | New |
| BNT Brookfield Wealth Solutions | 0.00% | 16 | $735 | Reduce -3.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.00% | 8 | $720 | New |
| SNDK Sandisk Corp. | 0.00% | 3 | $712 | No change |
| LW Lamb Weston Holdings Inc. | 0.00% | 16 | $670 | No change |
| CRWV Coreweave Inc. Class A | 0.00% | 9 | $644 | New |
| AXON Axon Enterprise Inc. | 0.00% | 1 | $568 | Reduce -99.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 12 | $565 | New |
| OC Owens Corning | 0.00% | 5 | $560 | New |
| INTA Intapp Inc. | 0.00% | 12 | $550 | New |
| ELF Elf Beauty Inc. | 0.00% | 7 | $532 | New |
| BATRK Atlanta Braves Holdings in-C | 0.00% | 13 | $513 | No change |
| HQH Abrdn Healthcare Investors | 0.00% | 26 | $492 | Reduce -97.0% |
| VAC Marriott Vacations World | 0.00% | 8 | $462 | No change |
| WEN The Wendy's Co. | 0.00% | 45 | $375 | No change |
| ANGI Angi Inc. | 0.00% | 28 | $362 | No change |
| ACB Aurora Cannabis Inc. | 0.00% | 83 | $350 | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 6 | $286 | Reduce -97.0% |
| ON On Semiconductor | 0.00% | 4 | $217 | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 5 | $202 | No change |
| ARKAY Arkema-Sponsored ADR | 0.00% | 3 | $184 | No change |
| BMBL Bumble Inc. Class A | 0.00% | 50 | $179 | No change |
| PJT PJT Partners Inc. Class A | 0.00% | 1 | $167 | No change |
| SNAP Snap Inc. Class A | 0.00% | 20 | $161 | No change |
| MANU Manchester United PLC Class A | 0.00% | 10 | $159 | No change |
| JIRE JPMorgan Int Res Enh Eqty | 0.00% | 2 | $150 | No change |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 5 | $148 | No change |
| LVS Las Vegas Sands Corp. | 0.00% | 2 | $130 | No change |
| GAP The Gap Inc. | 0.00% | 5 | $128 | No change |
| EHAB Enhabit Inc. | 0.00% | 13 | $120 | No change |
| TDAY USA Today Co. Inc. | 0.00% | 23 | $118 | No change |
| NWSA News Corp. Class A | 0.00% | 4 | $104 | No change |
| JNK SS SPDR BB High Yield Bond | 0.00% | 1 | $97 | Reduce -99.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 1 | $81 | Reduce -99.9% |
| PLUG Plug Power Inc. | 0.00% | 40 | $79 | No change |
| DJT Trump Media & Technology Gro | 0.00% | 5 | $66 | No change |
| GTN Gray Media Inc. | 0.00% | 10 | $48 | No change |
| BIRD Smartbird Inc. filed as ALLBIRDS INC | 0.00% | 10 | $41 | No change |
| VBREY Vibra Energia SA | 0.00% | 2 | $18 | New |
| VLY Valley National Bancorp | 0.00% | 1 | $12 | No change |
| RYN Rayonier Inc. | 0.00% | 1 | $11 | No change |