| AAPL Apple Inc. | 3.30% | 196,084 | $43.6M | Reduce -3.8% |
| VONG Vanguard Russell 1000 Growth | 3.26% | 462,998 | $43.0M | Add +2.9% |
| MSFT Microsoft Corp. | 2.15% | 75,493 | $28.3M | Reduce -0.3% |
| AMGN Amgen Inc. | 2.06% | 87,129 | $27.1M | Add +8.1% |
| PGR Progressive Corp. | 1.99% | 92,687 | $26.2M | Reduce -5.2% |
| RSP Invesco S&P 500 Equal Weight | 1.94% | 147,689 | $25.6M | Add +12.0% |
| HAS Hasbro Inc. | 1.93% | 412,760 | $25.4M | New |
| COR Cencora Inc. | 1.91% | 90,588 | $25.2M | Reduce -3.5% |
| AVGO Broadcom Inc. | 1.91% | 150,067 | $25.1M | Reduce -34.9% |
| TMUS T-Mobile US Inc. | 1.90% | 93,687 | $25.0M | Reduce -6.2% |
| VZ Verizon Communications Inc. | 1.89% | 549,495 | $24.9M | Add +4.7% |
| CSCO Cisco Systems Inc. | 1.88% | 402,044 | $24.8M | Reduce -3.7% |
| NFG National Fuel Gas Co. | 1.84% | 305,800 | $24.2M | Reduce -5.4% |
| VRTX Vertex Pharmaceuticals Inc. | 1.82% | 49,484 | $24.0M | Reduce -2.1% |
| MS Morgan Stanley | 1.79% | 202,446 | $23.6M | Reduce -3.1% |
| CVX Chevron Corp. | 1.78% | 140,607 | $23.5M | Add +3.4% |
| SON Sonoco Products Co. | 1.78% | 497,814 | $23.5M | Add +699.3% |
| MET Metlife Inc. | 1.74% | 286,487 | $23.0M | Reduce -2.1% |
| DOX Amdocs Ltd. | 1.72% | 247,898 | $22.7M | Reduce -0.1% |
| ORCL Oracle Corp. | 1.65% | 155,311 | $21.7M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 1.64% | 139,484 | $21.6M | Reduce -1.4% |
| DRI Darden Restaurants Inc. | 1.63% | 103,464 | $21.5M | Reduce -4.8% |
| AIQ Global X Art Intel & Tech | 1.61% | 584,938 | $21.3M | Add +1.7% |
| STWD Starwood Property Trust Inc. | 1.58% | 1,052,023 | $20.8M | Add +6.6% |
| CI The Cigna Group | 1.58% | 63,151 | $20.8M | Add +10.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.56% | 118,831 | $20.5M | Add +4.9% |
| AIZ Assurant Inc. | 1.53% | 96,248 | $20.2M | Reduce -1.9% |
| ELV Elevance Health Inc. | 1.52% | 46,158 | $20.1M | Add +14.4% |
| PFE Pfizer Inc. | 1.50% | 781,790 | $19.8M | Add +44.9% |
| SSNC Ss&c Technologies Holdings | 1.46% | 230,482 | $19.3M | Reduce -4.1% |
| TPR Tapestry Inc. | 1.46% | 272,911 | $19.2M | Reduce -32.6% |
| HUBB Hubbell Inc. | 1.44% | 57,173 | $18.9M | Add +1.7% |
| TAP Molson Coors Beverage Co. Class B | 1.42% | 306,895 | $18.7M | New |
| MGY Magnolia Oil & Gas Corp. Class A | 1.37% | 716,547 | $18.1M | Add +5.1% |
| HON Honeywell International Inc. | 1.36% | 84,949 | $18.0M | Reduce -0.2% |
| ACN Accenture PLC Class A | 1.34% | 56,565 | $17.7M | Reduce -1.8% |
| STX Seagate Technology Holdings | 1.33% | 206,540 | $17.5M | New |
| CACI Caci International Inc. Class A | 1.33% | 47,783 | $17.5M | Add +6.1% |
| CAG Conagra Brands Inc. | 1.30% | 640,564 | $17.1M | Add +13.5% |
| ROST Ross Stores Inc. | 1.28% | 132,388 | $16.9M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 1.14% | 231,176 | $15.1M | Reduce -6.8% |
| DELL Dell Technologies -C | 1.11% | 160,260 | $14.6M | Add +10.1% |
| LRGG Nomura Focused Large Growth | 1.05% | 528,532 | $13.8M | Add +8.7% |
| KBWB Invesco KBW Bank ETF | 1.05% | 219,985 | $13.8M | Add +3.9% |
| RNG Ringcentral Inc. Class A | 0.98% | 523,067 | $13.0M | Reduce -11.9% |
| JPST JPMorgan Ultra-Short Income | 0.98% | 255,653 | $12.9M | Reduce -19.3% |
| TGT Target Corp. | 0.82% | 102,969 | $10.7M | Add +13.2% |
| IPAC iShares Core MSCI Pacific Et | 0.78% | 164,788 | $10.3M | Add +8.7% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.55% | 151,633 | $7.2M | Reduce -8.1% |
| PPA Invesco Aerospace & Defense | 0.54% | 61,334 | $7.1M | Reduce -34.0% |
| XLE SS Energy Select Sector | 0.42% | 59,668 | $5.6M | Add +2439.1% |
| JPM JPMorgan Chase & Co. | 0.41% | 22,028 | $5.4M | Reduce -3.8% |
| ABBV Abbvie Inc. | 0.40% | 25,245 | $5.3M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.39% | 33,845 | $5.2M | Add +11.9% |
| SHLD Global X Defense Tech ETF | 0.38% | 108,807 | $5.1M | New |
| XLV SS Health Care Select Sector | 0.37% | 33,663 | $4.9M | Add +752.2% |
| T AT&T Inc. | 0.37% | 172,649 | $4.9M | Reduce -4.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 18,735 | $4.7M | Reduce -12.2% |
| AMZN Amazon.com Inc. | 0.35% | 24,120 | $4.6M | Add +4.0% |
| MRK Merck & Co. Inc. | 0.34% | 49,835 | $4.5M | Add +27.0% |
| KMI Kinder Morgan Inc. | 0.34% | 156,778 | $4.5M | Reduce -5.5% |
| AEP American Electric Power | 0.34% | 40,849 | $4.5M | Reduce -0.4% |
| SBUX Starbucks Corp. | 0.34% | 45,206 | $4.4M | Reduce -0.8% |
| TRV The Travelers Cos Inc. | 0.33% | 16,481 | $4.4M | Reduce -2.4% |
| GILD Gilead Sciences Inc. | 0.33% | 38,790 | $4.3M | Reduce -4.2% |
| CMCSA Comcast Corp. Class A | 0.32% | 114,971 | $4.2M | Add +30.5% |
| SDY SS SPDR S&P Dividend ETF | 0.32% | 30,881 | $4.2M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.32% | 24,507 | $4.2M | Add +0.0% |
| JNJ Johnson & Johnson | 0.32% | 25,180 | $4.2M | Add +6.4% |
| KO The Coca-Cola Co. | 0.31% | 57,706 | $4.1M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.31% | 34,379 | $4.1M | Reduce -15.6% |
| CAT Caterpillar Inc. | 0.31% | 12,271 | $4.0M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 43,424 | $4.0M | Reduce -4.9% |
| PEP Pepsico Inc. | 0.30% | 26,537 | $4.0M | Add +38.4% |
| NTAP Netapp Inc. | 0.30% | 45,262 | $4.0M | Add +17.3% |
| STT State Street Corp. | 0.30% | 44,132 | $4.0M | Reduce -1.0% |
| PEG Public Service Enterprise GP | 0.30% | 47,935 | $3.9M | Add +0.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.30% | 120,027 | $3.9M | Add +5.4% |
| MCD McDonald's Corp. | 0.29% | 12,317 | $3.8M | Add +1.5% |
| HD Home Depot Inc. | 0.29% | 10,461 | $3.8M | Reduce -1.8% |
| POR Portland General Electric Co. | 0.29% | 85,256 | $3.8M | Add +1.4% |
| USB US Bancorp | 0.29% | 89,804 | $3.8M | Reduce -0.3% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 62,052 | $3.8M | Reduce -1.4% |
| UPS United Parcel Service Class B | 0.28% | 34,136 | $3.8M | Add +91.2% |
| O Realty Income Corp. | 0.28% | 64,173 | $3.7M | Add +4.0% |
| IGV iShares Expanded Tech-Softwa | 0.28% | 41,534 | $3.7M | Reduce -14.5% |
| GD General Dynamics Corp. | 0.28% | 13,534 | $3.7M | Add +1.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.27% | 14,418 | $3.5M | Reduce -1.0% |
| GIS General Mills Inc. | 0.27% | 58,887 | $3.5M | Add +10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 6,182 | $3.5M | Reduce -3.9% |
| SKYY First Trust Cloud Computing | 0.26% | 33,070 | $3.4M | Reduce -14.3% |
| LMT Lockheed Martin Corp. | 0.25% | 7,514 | $3.4M | Add +4.7% |
| PRU Prudential Financial Inc. | 0.25% | 29,468 | $3.3M | Add +2.6% |
| TXN Texas Instruments Inc. | 0.24% | 17,867 | $3.2M | Add +2.0% |
| MCHP Microchip Technology Inc. | 0.24% | 66,126 | $3.2M | Add +10921.0% |
| NVDA Nvidia Corp. | 0.24% | 28,952 | $3.1M | Add +9.3% |
| MSM MSC Industrial Direct Co. Class A | 0.23% | 39,592 | $3.1M | Add +3.1% |
| EOG EOG Resources Inc. | 0.23% | 23,868 | $3.1M | Add +6.6% |
| LYB Lyondellbasell Indu Class A | 0.23% | 43,226 | $3.0M | Add +16.6% |
| HACK Amplify Cybersecurity ETF | 0.22% | 40,888 | $2.9M | Add +10.9% |
| IVV iShares Core S&P 500 ETF | 0.22% | 5,103 | $2.9M | Reduce -4.3% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 36,343 | $2.8M | Add +26.9% |
| AIRR First Trust Rba American Ind | 0.21% | 41,295 | $2.8M | Add +1.1% |
| HPQ HP Inc. | 0.21% | 98,868 | $2.7M | Add +3.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 16,760 | $2.7M | Reduce -0.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.20% | 53,570 | $2.6M | Add +7.4% |
| LLY Eli Lilly & Co. | 0.18% | 2,856 | $2.4M | Add +8.8% |
| JTEK JPMorgan US Tech Leaders | 0.17% | 33,392 | $2.2M | Reduce -11.5% |
| IHI iShares U.S. Medical Devices | 0.16% | 35,976 | $2.2M | Add +44.6% |
| META Meta Platforms Inc. Class A | 0.16% | 3,678 | $2.1M | Add +174.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.16% | 81,895 | $2.1M | Reduce -3.5% |
| V Visa Inc. Class A | 0.14% | 5,363 | $1.9M | Add +6.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.14% | 76,920 | $1.9M | Reduce -4.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 24,159 | $1.8M | Add +1.5% |
| GSLC Goldman Activebeta US LC ETF | 0.13% | 16,115 | $1.8M | Reduce -7.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.13% | 71,637 | $1.7M | Reduce -2.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 6,459 | $1.6M | Reduce -7.6% |
| SOXX iShares Semiconductor ETF | 0.12% | 8,600 | $1.6M | Reduce -11.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 18,937 | $1.5M | Add +0.1% |
| CPLS AB Core Plus Bond ETF filed as AB ACTIVE ETFS INC | 0.11% | 42,092 | $1.5M | New |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 30,727 | $1.4M | Reduce -3.8% |
| CMG Chipotle Mexican Grill Inc. | 0.10% | 27,545 | $1.4M | Add +16.8% |
| SNPS Synopsys Inc. | 0.10% | 3,030 | $1.3M | Add +16.4% |
| ANET Arista Networks Inc. | 0.10% | 16,646 | $1.3M | Add +8.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.09% | 47,767 | $1.2M | Reduce -2.4% |
| COST Costco Wholesale Corp. | 0.09% | 1,204 | $1.1M | Add +2.2% |
| VGT Vanguard Info Tech ETF | 0.08% | 2,043 | $1.1M | Reduce -0.8% |
| FBND Fidelity Total Bond ETF | 0.08% | 23,751 | $1.1M | Reduce -15.5% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 36,658 | $1.0M | Reduce -21.4% |
| VOO Vanguard S&P 500 ETF | 0.07% | 1,878 | $965K | Reduce -3.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.06% | 10,662 | $836K | Reduce -5.3% |
| ORLY O'reilly Automotive Inc. | 0.06% | 553 | $792K | Add +4.7% |
| FLTR Vaneck Ig Floating Rate ETF | 0.06% | 30,782 | $786K | Reduce -1.8% |
| NFLX Netflix Inc. | 0.06% | 820 | $765K | Add +11.3% |
| LPLA LPL Financial Holdings Inc. | 0.06% | 2,264 | $741K | Reduce -2.4% |
| PANW Palo Alto Networks Inc. | 0.06% | 4,292 | $732K | Add +1.9% |
| IFLN Invesco Bloomberg Enhanced F | 0.06% | 40,259 | $727K | Reduce -14.3% |
| FALN iShares Fallen Angels ETF | 0.05% | 26,816 | $718K | Reduce -15.7% |
| IWF iShares Russell 1000 Growth | 0.05% | 1,979 | $715K | Reduce -12.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.05% | 29,388 | $680K | Reduce -5.0% |
| FTNT Fortinet Inc. | 0.05% | 6,980 | $672K | Add +4.2% |
| VGSH Vanguard Short-Term Treasury | 0.05% | 10,934 | $642K | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.05% | 4,088 | $639K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 1,291 | $605K | Reduce -9.2% |
| FICO Fair Isaac Corp. | 0.05% | 326 | $601K | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.05% | 1,136 | $595K | Reduce -0.8% |
| APH Amphenol Corp. Class A | 0.04% | 8,927 | $586K | New |
| VCIT Vanguard Int-Term Corporate | 0.04% | 7,148 | $584K | Reduce -3.2% |
| SHW The Sherwin-Williams Co. | 0.04% | 1,628 | $568K | Add +7.5% |
| KLAC KLA Corp. | 0.04% | 836 | $568K | Add +4.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 4,664 | $568K | Add +0.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.04% | 2,491 | $567K | New |
| ADP Automatic Data Processing | 0.04% | 1,843 | $563K | Add +8.7% |
| APO Apollo Global Management Inc. | 0.04% | 3,860 | $529K | Add +4.9% |
| TT Trane Technologies PLC | 0.04% | 1,560 | $526K | Add +7.0% |
| NOW ServiceNow Inc. | 0.04% | 652 | $519K | Add +4.5% |
| MSCI MSCI Inc. | 0.04% | 917 | $519K | Add +6.4% |
| BAH Booz Allen Hamilton Holdings | 0.04% | 4,904 | $513K | Add +29.4% |
| HCA HCA Healthcare Inc. | 0.04% | 1,473 | $509K | Reduce -2.8% |
| VLY Valley National Bancorp | 0.04% | 56,312 | $501K | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.04% | 19,484 | $490K | Add +10.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 4,946 | $482K | Reduce -8.2% |
| AMAT Applied Materials Inc. | 0.04% | 3,253 | $472K | Add +7.0% |
| XLK SS Technology Select Sector | 0.03% | 2,167 | $447K | Reduce -58.1% |
| VRP Invesco Variable Rate Prefer | 0.03% | 14,983 | $363K | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 671 | $357K | Reduce -20.2% |
| CDW CDW Corp. | 0.03% | 2,076 | $333K | Add +14.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.02% | 2,711 | $320K | Reduce -2.7% |
| WMT Walmart Inc. | 0.02% | 3,103 | $272K | Reduce -17.8% |
| XLF SS Financial Select Sector | 0.02% | 4,984 | $248K | Reduce -46.7% |
| TMO Thermo Fisher Scientific Inc. | 0.02% | 454 | $226K | No change |
| SHOP Shopify Inc. Class A | 0.02% | 2,150 | $205K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 868 | $171K | Reduce -51.1% |
| VGK Vanguard Ftse Europe ETF | 0.01% | 2,411 | $169K | No change |
| XLI SS Industrial Select Sector | 0.01% | 1,240 | $163K | Reduce -39.6% |
| INTC Intel Corp. | 0.01% | 7,050 | $160K | No change |
| ABT Abbott Laboratories | 0.01% | 1,024 | $136K | Reduce -9.6% |
| AGG iShares Core U.S. Aggregate | 0.01% | 1,319 | $130K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 28 | $129K | No change |
| GLD SPDR Gold Shares | 0.01% | 425 | $122K | No change |
| BND Vanguard Total Bond Market | 0.01% | 1,652 | $121K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 293 | $109K | No change |
| PFF iShares Preferred & Income S | 0.01% | 3,330 | $102K | Reduce -85.0% |
| BA The Boeing Co. | 0.01% | 546 | $93K | No change |
| PKW Invesco Buyback Achievers Et | 0.01% | 785 | $88K | No change |
| SUB iShares Short-Term National | 0.01% | 819 | $86K | No change |
| MMM 3M Co. | 0.01% | 572 | $84K | No change |
| ETN Eaton Corp. PLC | 0.01% | 304 | $83K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.01% | 616 | $81K | Reduce -98.9% |
| SRE Sempra | 0.01% | 1,084 | $77K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.01% | 1,527 | $73K | Reduce -3.5% |
| RTH Vaneck Retail ETF | 0.01% | 319 | $72K | No change |
| CTAS Cintas Corp. | 0.01% | 320 | $66K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 1,236 | $65K | Add +64.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 1,769 | $64K | No change |
| IHE iShares US Pharmaceuticals E | 0.00% | 900 | $64K | No change |
| MA Mastercard Inc. Class A | 0.00% | 114 | $62K | No change |
| ITA iShares U.S. Aerospace & Def | 0.00% | 383 | $59K | No change |
| ALL Allstate Corp. | 0.00% | 283 | $59K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 1,508 | $58K | No change |
| ZTS Zoetis Inc. | 0.00% | 350 | $58K | Reduce -53.7% |
| APLE Apple Hospitality REIT Inc. | 0.00% | 4,299 | $56K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 750 | $55K | No change |
| DVY iShares Select Dividend ETF | 0.00% | 407 | $55K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 550 | $53K | Reduce -81.6% |
| COIN Coinbase Global Inc. Class A | 0.00% | 300 | $52K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 143 | $49K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 245 | $48K | No change |
| NKE Nike Inc. Class B | 0.00% | 694 | $44K | No change |
| MO Altria Group Inc. | 0.00% | 733 | $44K | No change |
| EMR Emerson Electric Co. | 0.00% | 391 | $43K | No change |
| GEV GE Vernova Inc. | 0.00% | 139 | $42K | Add +6850.0% |
| COP Conocophillips | 0.00% | 400 | $42K | No change |
| XLP SS Consumer Staples Sel Sect | 0.00% | 514 | $42K | Reduce -68.7% |
| SMB Vaneck Short Muni ETF | 0.00% | 2,407 | $41K | No change |
| DE Deere & Co. | 0.00% | 87 | $41K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 350 | $40K | No change |
| IWD iShares Russell 1000 Value E | 0.00% | 210 | $40K | Add +78.0% |
| SHEL Shell PLC-ADR | 0.00% | 503 | $37K | No change |
| PM Philip Morris International | 0.00% | 223 | $35K | No change |
| PNC PNC Financial Services Group | 0.00% | 201 | $35K | No change |
| RACE Ferrari NV | 0.00% | 80 | $34K | No change |
| IWM iShares Russell 2000 ETF | 0.00% | 168 | $34K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 325 | $32K | No change |
| CCD Calamos DYN Convert & Inc. | 0.00% | 1,500 | $32K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.00% | 110 | $30K | No change |
| SYY Sysco Corp. | 0.00% | 400 | $30K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 47 | $30K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.00% | 1,328 | $29K | Add +0.1% |
| LEN Lennar Corp. Class A | 0.00% | 250 | $29K | No change |
| WFC Wells Fargo & Co. | 0.00% | 386 | $28K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.00% | 158 | $27K | No change |
| RTO Rentokil Initial PLC-SP ADR | 0.00% | 1,166 | $27K | No change |
| KRE SS SPDR S&P Regional Bank | 0.00% | 456 | $26K | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 0.00% | 135 | $26K | Reduce -85.0% |
| LOW Lowe's Cos Inc. | 0.00% | 105 | $24K | No change |
| FDX FedEx Corp. | 0.00% | 100 | $24K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.00% | 1,000 | $24K | No change |
| FXH First Trust Health Care Alph | 0.00% | 232 | $24K | No change |
| IYR iShares US Real Estate ETF | 0.00% | 242 | $23K | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 904 | $23K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 1,959 | $22K | No change |
| CSX CSX Corp. | 0.00% | 750 | $22K | No change |
| PSX Phillips 66 | 0.00% | 175 | $22K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 262 | $20K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 1,274 | $20K | No change |
| XLB SS Materials Select Sector | 0.00% | 222 | $19K | Reduce -75.6% |
| STZ Constellation Brands Inc. Class A | 0.00% | 100 | $18K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 226 | $18K | Reduce -72.9% |
| SCHM Schwab US Mid Cap ETF | 0.00% | 657 | $17K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 91 | $17K | No change |
| PHO Invesco Water Resources ETF | 0.00% | 259 | $17K | No change |
| MGM MGM Resorts International | 0.00% | 550 | $16K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 1,469 | $16K | Reduce -12.4% |
| COF Capital One Financial Corp. | 0.00% | 85 | $15K | No change |
| CVS CVS Health Corp. | 0.00% | 224 | $15K | New |
| VTR Ventas Inc. | 0.00% | 220 | $15K | No change |
| FTDR Frontdoor Inc. | 0.00% | 392 | $15K | No change |
| IYT iShares US Transportation Et | 0.00% | 235 | $15K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 283 | $14K | Reduce -22.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.00% | 272 | $14K | Reduce -17.1% |
| XLRE SS Real Estate Select Sector | 0.00% | 318 | $13K | Add +45.9% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 500 | $13K | No change |
| BR Broadridge Financial Solutio | 0.00% | 52 | $13K | No change |
| YUM Yum! Brands Inc. | 0.00% | 80 | $13K | No change |
| MUB iShares National Muni Bond E | 0.00% | 119 | $13K | Reduce -24.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 256 | $12K | No change |
| CCK Crown Holdings Inc. | 0.00% | 131 | $12K | No change |
| SWK Stanley Black & Decker Inc. | 0.00% | 150 | $12K | No change |
| MEAR Ishrs Short Mat Muni Act ETF | 0.00% | 228 | $11K | Reduce -15.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.00% | 87 | $11K | No change |
| SOLV Solventum Corp. | 0.00% | 142 | $11K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 340 | $10K | No change |
| C Citigroup Inc. | 0.00% | 137 | $10K | Reduce -22.6% |
| IWN iShares Russell 2000 Value E | 0.00% | 63 | $10K | Reduce -4.5% |
| JETS US Global Jets ETF | 0.00% | 450 | $9K | No change |
| ICE Intercontinental Exchange Inc. | 0.00% | 54 | $9K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 141 | $9K | No change |
| XYZ Block Inc. | 0.00% | 165 | $9K | No change |
| PIO Invesco Global Water ETF | 0.00% | 220 | $9K | No change |
| RSPD Invesco S&P 500 Equal Weight | 0.00% | 172 | $9K | No change |
| PBA Pembina Pipeline Corp. | 0.00% | 212 | $8K | No change |
| BCX BlackRock Resources & Commod | 0.00% | 893 | $8K | No change |
| AXP American Express Co. | 0.00% | 30 | $8K | No change |
| IYE iShares U.S. Energy ETF | 0.00% | 163 | $8K | Reduce -90.0% |
| PAA Plains All Amer Pipeline LP | 0.00% | 392 | $8K | No change |
| MELI MercadoLibre Inc. | 0.00% | 4 | $8K | No change |
| BKR Baker Hughes Co. | 0.00% | 145 | $6K | No change |
| PDCO Patterson Cos Inc. | 0.00% | 202 | $6K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 24 | $6K | No change |
| MBB iShares MBS ETF | 0.00% | 65 | $6K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 136 | $6K | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.00% | 699 | $5K | No change |
| UL Unilever PLC | 0.00% | 90 | $5K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 40 | $5K | Reduce -55.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 56 | $5K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 94 | $5K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 20 | $5K | No change |
| VFC VF Corp. | 0.00% | 291 | $5K | No change |
| MASI Masimo Corp. | 0.00% | 26 | $4K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 80 | $4K | No change |
| CNC Centene Corp. | 0.00% | 67 | $4K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 36 | $4K | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 173 | $4K | No change |
| MRP Millrose Properties | 0.00% | 125 | $3K | No change |
| FNF Fidelity National Financial | 0.00% | 50 | $3K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 43 | $3K | No change |
| OMC Omnicom Group | 0.00% | 36 | $3K | No change |
| JNPR Juniper Networks Inc. | 0.00% | 81 | $3K | No change |
| TSCO Tractor Supply Company | 0.00% | 50 | $3K | No change |
| CTVA Corteva Inc. | 0.00% | 43 | $3K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.00% | 64 | $3K | No change |
| KTB Kontoor Brands Inc. | 0.00% | 41 | $3K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 7 | $3K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 250 | $3K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.00% | 35 | $2K | No change |
| GE General Electric filed as GE AEROSPACE | 0.00% | 10 | $2K | No change |
| DXC DXC Technology Co. | 0.00% | 109 | $2K | No change |
| EBAY eBay Inc. | 0.00% | 27 | $2K | No change |
| JD Jd.com Inc.-ADR | 0.00% | 44 | $2K | No change |
| GT Goodyear Tire & Rubber Co. | 0.00% | 193 | $2K | No change |
| PSO Pearson PLC-Sponsored ADR | 0.00% | 108 | $2K | No change |
| BAX Baxter International Inc. | 0.00% | 49 | $2K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 20 | $2K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 30 | $2K | No change |
| DOW Dow Inc. | 0.00% | 43 | $2K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 4 | $1K | Reduce -99.5% |
| MD Pediatrix Medical Group Inc. | 0.00% | 95 | $1K | No change |
| BDX Becton Dickinson and Co. | 0.00% | 6 | $1K | No change |
| WTRG Essential Utilities Inc. | 0.00% | 33 | $1K | No change |
| HBI Hanesbrands Inc. | 0.00% | 221 | $1K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 54 | $1K | No change |
| BFH Bread Financial Holdings Inc. | 0.00% | 23 | $1K | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 19 | $1K | No change |
| AMD Advanced Micro Devices | 0.00% | 10 | $1K | No change |
| ITM Vaneck Intermediate Muni ETF | 0.00% | 21 | $956 | Reduce -59.6% |
| FTV Fortive Corp. | 0.00% | 13 | $951 | No change |
| SW Smurfit Westrock PLC | 0.00% | 21 | $946 | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 22 | $803 | No change |
| MTCH Match Group Inc. | 0.00% | 23 | $718 | No change |
| CLF Cleveland-Cliffs Inc. | 0.00% | 85 | $699 | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 7 | $659 | No change |
| TAK Takeda Pharmaceutic-SP ADR | 0.00% | 36 | $535 | No change |
| WORX Scworx Corp. | 0.00% | 2,632 | $526 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 5 | $290 | No change |
| CC The Chemours Co. | 0.00% | 20 | $271 | No change |
| GEHC GE Healthcare Technology | 0.00% | 3 | $242 | No change |
| VNT Vontier Corp. | 0.00% | 5 | $164 | No change |
| WU Western Union Co. | 0.00% | 15 | $159 | No change |
| ZM Zoom Communications Inc. | 0.00% | 2 | $148 | No change |
| XTNT Xtant Medical Holdings Inc. | 0.00% | 298 | $140 | No change |
| PFFD Global X US Preferred ETF | 0.00% | 7 | $125 | Add +16.7% |
| TIP iShares Tips Bond ETF | 0.00% | 1 | $99 | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 1 | $95 | No change |
| GLW Corning Inc. | 0.00% | 2 | $92 | No change |
| NGVT Ingevity Corp. | 0.00% | 2 | $79 | No change |
| BOND PIMCO Active Bond Exchange-T | 0.00% | 1 | $78 | No change |
| VTRS Viatris Inc. | 0.00% | 7 | $61 | No change |
| OGN Organon & Co. | 0.00% | 4 | $60 | No change |
| PRTA Prothena Corp. PLC | 0.00% | 3 | $37 | No change |
| KBH KB Home | 0.00% | 1 | $31 | New |
| CRI Carter's Inc. | 0.00% | 1 | $30 | No change |
| ON On Semiconductor | 0.00% | 1 | $29 | No change |
| EMBC Embecta Corp. | 0.00% | 1 | $13 | No change |
| DIV Global X Superdividend Use | 0.00% | 1 | $13 | No change |
| OSBC Old Second Bancorp Inc. | 0.00% | 1 | $12 | New |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 1 | $9 | No change |