| AAPL Apple Inc. | 7.22% | 361,313 | $98.2M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 3.97% | 172,680 | $54.0M | Add +0.6% |
| MSFT Microsoft Corp. | 3.90% | 109,750 | $53.1M | Add +1.6% |
| TSLA Tesla Inc. | 2.73% | 82,747 | $37.2M | Reduce -0.9% |
| AVGO Broadcom Inc. | 2.71% | 106,477 | $36.9M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.49% | 114,202 | $33.8M | Add +1.4% |
| ADM Archer-Daniels-Midland Co. | 2.48% | 587,767 | $33.8M | No change |
| JNJ Johnson & Johnson | 1.97% | 129,270 | $26.8M | Add +1.1% |
| MCD McDonald's Corp. | 1.92% | 85,532 | $26.1M | Add +1.6% |
| DHR Danaher Corp. | 1.92% | 114,005 | $26.1M | Add +11.3% |
| CSCO Cisco Systems Inc. | 1.87% | 330,065 | $25.4M | Reduce -33.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.82% | 95,470 | $24.7M | Add +7.9% |
| IVV iShares Core S&P 500 ETF | 1.68% | 33,358 | $22.8M | Add +4.3% |
| NVDA Nvidia Corp. | 1.60% | 116,831 | $21.8M | Add +0.6% |
| AMZN Amazon.com Inc. | 1.59% | 93,685 | $21.6M | Add +6.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 41,108 | $20.7M | Add +2.5% |
| QUAL iShares MSCI USA Quality Fac | 1.50% | 102,795 | $20.4M | Reduce -10.3% |
| FBTC Fidelity Wise Origin Bitcoin | 1.44% | 257,213 | $19.6M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 1.40% | 28,863 | $19.1M | Add +4.1% |
| ADP Automatic Data Processing | 1.39% | 73,587 | $18.9M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 1.34% | 56,585 | $18.2M | Add +2.8% |
| ETN Eaton Corp. PLC | 1.31% | 56,181 | $17.9M | Add +5.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.29% | 288,602 | $17.5M | Add +5.3% |
| XOM Exxon Mobil Corp. | 1.26% | 142,344 | $17.1M | Add +2.8% |
| PEP Pepsico Inc. | 1.24% | 117,612 | $16.9M | Add +365.2% |
| IAU iShares Gold Trust | 1.21% | 202,434 | $16.4M | Reduce -1.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.09% | 281,384 | $14.8M | Add +25.4% |
| KO The Coca-Cola Co. | 1.08% | 209,927 | $14.7M | Add +0.4% |
| BALL Ball Corp. | 1.04% | 267,009 | $14.1M | New |
| SHEL Shell PLC-ADR | 0.99% | 183,193 | $13.5M | Add +0.1% |
| ESGU iShares ESG Aware MSCI USA | 0.98% | 89,903 | $13.4M | Add +2.3% |
| LRCX Lam Research Corp. | 0.98% | 77,558 | $13.3M | Reduce -51.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 18,802 | $12.8M | Add +4.8% |
| EXC Exelon Corp. | 0.92% | 287,413 | $12.5M | Add +4.7% |
| EFV iShares MSCI Eafe Value ETF | 0.89% | 169,462 | $12.1M | Add +11.7% |
| COST Costco Wholesale Corp. | 0.89% | 13,987 | $12.1M | Add +2.2% |
| CB Chubb Ltd. | 0.83% | 36,355 | $11.3M | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.83% | 112,586 | $11.2M | Reduce -0.5% |
| QCOM Qualcomm Inc. | 0.81% | 64,190 | $11.0M | Add +2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.80% | 70,604 | $10.8M | Add +30.4% |
| ABBV Abbvie Inc. | 0.76% | 45,447 | $10.4M | Add +2.0% |
| GLD SPDR Gold Shares | 0.76% | 25,932 | $10.3M | Add +2.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.68% | 98,158 | $9.2M | Add +3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 161,436 | $8.9M | Add +4.7% |
| ITW Illinois Tool Works | 0.60% | 33,202 | $8.2M | Reduce -0.5% |
| OEF iShares S&P 100 ETF | 0.60% | 23,635 | $8.1M | Add +0.1% |
| TT Trane Technologies PLC | 0.56% | 19,706 | $7.7M | New |
| NFLX Netflix Inc. | 0.52% | 76,030 | $7.1M | Add +543.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.50% | 9 | $6.8M | No change |
| KMI Kinder Morgan Inc. | 0.48% | 237,718 | $6.5M | Add +4.3% |
| EMB iShares JP Morgan Usd Emergi | 0.48% | 67,592 | $6.5M | Add +33.5% |
| JCI Johnson Controls Internation | 0.46% | 52,572 | $6.3M | New |
| V Visa Inc. Class A | 0.46% | 17,924 | $6.3M | Add +4.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.45% | 83,530 | $6.1M | Add +3.5% |
| MBB iShares MBS ETF | 0.44% | 63,033 | $6.0M | Add +164.5% |
| ROP Roper Technologies Inc. | 0.43% | 13,055 | $5.8M | Add +4.5% |
| RTX RTX Corp. | 0.41% | 30,254 | $5.5M | Add +0.8% |
| SYK Stryker Corp. | 0.40% | 15,631 | $5.5M | Add +1.4% |
| TLH iShares 10-20 Year Treasury | 0.40% | 53,349 | $5.4M | Add +7.3% |
| TFLO iShares Treasury Floating Ra | 0.40% | 106,869 | $5.4M | Reduce -40.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.39% | 77,934 | $5.3M | Reduce -0.8% |
| ADBE Adobe Inc. | 0.38% | 14,615 | $5.1M | Add +6.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.38% | 61,710 | $5.1M | Reduce -6.4% |
| THRO iShares U.S. Thematic Rotati | 0.37% | 132,125 | $5.1M | New |
| NEAR iShares SH Dba ETF Usd Inc. | 0.35% | 92,930 | $4.7M | Add +9.8% |
| NTRS Northern Trust Corp. | 0.35% | 34,522 | $4.7M | Add +1.9% |
| ANET Arista Networks Inc. | 0.31% | 32,675 | $4.3M | Add +1.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.31% | 79,019 | $4.3M | Reduce -3.3% |
| GD General Dynamics Corp. | 0.29% | 11,883 | $4.0M | Reduce -3.7% |
| CVX Chevron Corp. | 0.28% | 24,942 | $3.8M | Add +5.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 33,170 | $3.8M | Reduce -65.0% |
| STLD Steel Dynamics Inc. | 0.27% | 21,992 | $3.7M | Add +2.6% |
| HON Honeywell International Inc. | 0.27% | 19,000 | $3.7M | Reduce -5.0% |
| MCK McKesson Corp. | 0.26% | 4,392 | $3.6M | Add +2.0% |
| FSMD Fidelity Small-Mid Multifact | 0.26% | 79,981 | $3.5M | Add +3.5% |
| CSX CSX Corp. | 0.25% | 93,454 | $3.4M | Add +0.5% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 17,487 | $3.3M | Add +6.1% |
| WMT Walmart Inc. | 0.24% | 29,816 | $3.3M | Reduce -10.2% |
| MDLZ Mondelez International Inc. Class A | 0.24% | 60,637 | $3.3M | Reduce -63.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 4,911 | $3.0M | Add +0.0% |
| QLYS Qualys Inc. | 0.22% | 22,573 | $3.0M | Reduce -4.9% |
| UNH Unitedhealth Group Inc. | 0.21% | 8,843 | $2.9M | Reduce -27.0% |
| EW Edwards Lifesciences Corp. | 0.21% | 34,024 | $2.9M | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.20% | 26,625 | $2.7M | Add +14.1% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.20% | 11,757 | $2.7M | Add +39.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 23,785 | $2.7M | Reduce -67.8% |
| GMED Globus Medical Inc. Class A | 0.20% | 30,769 | $2.7M | No change |
| DAPP Vaneck Digital Transformatio | 0.20% | 162,178 | $2.7M | Add +9.6% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 11,729 | $2.6M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.19% | 8,101 | $2.5M | Reduce -3.7% |
| LNG Cheniere Energy Inc. | 0.18% | 12,663 | $2.5M | Add +4.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.18% | 9,748 | $2.4M | Reduce -10.0% |
| SHLD Global X Defense Tech ETF | 0.17% | 35,589 | $2.3M | New |
| ORCL Oracle Corp. | 0.17% | 11,812 | $2.3M | Reduce -1.8% |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 39,836 | $2.3M | Add +0.2% |
| MMSI Merit Medical Systems Inc. | 0.17% | 25,805 | $2.3M | Reduce -6.3% |
| PG The Procter & Gamble Co. | 0.17% | 15,863 | $2.3M | Reduce -84.0% |
| HLNE Hamilton Lane Inc. Class A | 0.17% | 16,883 | $2.3M | Reduce -9.5% |
| ABT Abbott Laboratories | 0.16% | 17,856 | $2.2M | Add +2.8% |
| BTC Grayscale Bitcoin Mini ETF | 0.16% | 57,283 | $2.2M | Add +41.1% |
| DECK Deckers Outdoor Corp. | 0.16% | 20,961 | $2.2M | Reduce -65.5% |
| AWK American Water Works Co. Inc. | 0.16% | 16,631 | $2.2M | Reduce -5.7% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.16% | 29,451 | $2.1M | Reduce -8.1% |
| HD Home Depot Inc. | 0.15% | 6,133 | $2.1M | Reduce -3.4% |
| ICE Intercontinental Exchange Inc. | 0.15% | 12,975 | $2.1M | Reduce -1.1% |
| AIT Applied Industrial Tech Inc. | 0.15% | 7,858 | $2.0M | Reduce -8.8% |
| LLY Eli Lilly & Co. | 0.14% | 1,822 | $2.0M | Reduce -4.1% |
| RLI Rli Corp. | 0.14% | 30,046 | $1.9M | Add +98.2% |
| SLV iShares Silver Trust | 0.14% | 29,800 | $1.9M | Add +2.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 16,366 | $1.9M | No change |
| VNOM Viper Energy Inc. Class A | 0.13% | 47,357 | $1.8M | Reduce -7.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 5,755 | $1.8M | Add +6.4% |
| ADUS Addus Homecare Corp. | 0.13% | 16,743 | $1.8M | Reduce -9.8% |
| AX Axos Financial Inc. | 0.13% | 20,138 | $1.7M | Reduce -10.1% |
| DGII Digi International Inc. | 0.12% | 39,285 | $1.7M | Reduce -9.8% |
| CMI Cummins Inc. | 0.12% | 3,269 | $1.7M | Reduce -1.5% |
| XYL Xylem Inc. | 0.12% | 11,808 | $1.6M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.12% | 14,520 | $1.6M | Reduce -0.9% |
| IUSG iShares Core S&P U.S. Growth | 0.12% | 9,500 | $1.6M | Add +11.8% |
| CSW CSW Industrials Inc. | 0.12% | 5,388 | $1.6M | Reduce -8.0% |
| STRL Sterling Infrastructure Inc. | 0.12% | 5,148 | $1.6M | Reduce -9.7% |
| ETHE Grayscale Ethereum Staking E | 0.11% | 62,257 | $1.5M | Reduce -2.2% |
| PRGS Progress Software Corp. | 0.11% | 35,235 | $1.5M | Reduce -20.8% |
| SPSC SPS Commerce Inc. | 0.11% | 16,973 | $1.5M | Reduce -23.5% |
| LMAT Lemaitre Vascular Inc. | 0.11% | 18,413 | $1.5M | Reduce -8.6% |
| QYLD Global X Nasd 100 Cov Call | 0.11% | 83,004 | $1.5M | Reduce -34.5% |
| YOU Clear Secure Inc. Class A | 0.11% | 41,757 | $1.5M | Reduce -10.5% |
| AMGN Amgen Inc. | 0.11% | 4,450 | $1.5M | Add +5.2% |
| CARR Carrier Global Corp. | 0.11% | 27,350 | $1.4M | Add +0.4% |
| DFCF Dimensional Core Fixed Inc. | 0.10% | 32,822 | $1.4M | Add +7.2% |
| AYI Acuity Inc. | 0.10% | 3,851 | $1.4M | Reduce -10.8% |
| CASH Pathward Financial Inc. | 0.10% | 19,036 | $1.4M | Reduce -9.2% |
| SBUX Starbucks Corp. | 0.10% | 15,998 | $1.3M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.10% | 12,682 | $1.3M | Reduce -5.8% |
| ROCK Gibraltar Industries Inc. | 0.10% | 26,541 | $1.3M | Reduce -12.9% |
| TLT iShares 20+ Year Treasury BD | 0.09% | 14,686 | $1.3M | Reduce -4.2% |
| BA The Boeing Co. | 0.09% | 5,843 | $1.3M | Add +101.1% |
| AMD Advanced Micro Devices | 0.09% | 5,888 | $1.3M | Reduce -13.3% |
| GOLF Acushnet Holdings Corp. | 0.09% | 15,631 | $1.2M | Reduce -9.4% |
| BWXT BWX Technologies Inc. | 0.09% | 7,182 | $1.2M | Reduce -11.1% |
| MWA Mueller Water Products Inc. Class A | 0.09% | 51,405 | $1.2M | Reduce -8.3% |
| IPAR Interparfums Inc. | 0.09% | 14,230 | $1.2M | Reduce -23.5% |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,897 | $1.2M | Reduce -1.9% |
| FNF Fidelity National Financial | 0.09% | 21,643 | $1.2M | No change |
| FSS Federal Signal Corp. | 0.08% | 10,615 | $1.2M | Reduce -10.5% |
| SXI Standex International Corp. | 0.08% | 5,303 | $1.2M | Reduce -9.6% |
| YUM Yum! Brands Inc. | 0.08% | 7,508 | $1.1M | No change |
| EAGG iShares ESG Aware US Aggrega | 0.08% | 22,891 | $1.1M | Add +4.7% |
| LMT Lockheed Martin Corp. | 0.08% | 2,251 | $1.1M | Reduce -3.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.08% | 24,635 | $1.1M | Reduce -0.5% |
| USIG iShares Broad Usd Investment | 0.08% | 20,823 | $1.1M | Add +10.4% |
| SHW The Sherwin-Williams Co. | 0.08% | 3,296 | $1.1M | No change |
| BRC Brady Corporation Class A | 0.08% | 13,607 | $1.1M | Reduce -10.5% |
| O Realty Income Corp. | 0.08% | 18,840 | $1.1M | Add +0.5% |
| FITB Fifth Third Bancorp | 0.08% | 22,610 | $1.1M | Add +0.4% |
| ABNB Airbnb Inc. Class A | 0.08% | 7,650 | $1.0M | Reduce -19.1% |
| PSX Phillips 66 | 0.07% | 7,814 | $1.0M | No change |
| GILD Gilead Sciences Inc. | 0.07% | 8,180 | $1.0M | Reduce -1.7% |
| ROUS Hartford Multifact US Eqty | 0.07% | 17,384 | $1.0M | Add +22.1% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 5,572 | $990K | Add +59.3% |
| CAT Caterpillar Inc. | 0.07% | 1,725 | $988K | Reduce -4.8% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 18,264 | $985K | Add +30.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,967 | $960K | Reduce -9.2% |
| ICVT iShares Convertible Bond ETF | 0.07% | 9,733 | $959K | Add +249.0% |
| HWKN Hawkins Inc. | 0.07% | 6,723 | $955K | Reduce -9.7% |
| NET Cloudflare Inc. Class A | 0.07% | 4,815 | $949K | Reduce -8.4% |
| DE Deere & Co. | 0.07% | 2,025 | $943K | Reduce -7.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 21,220 | $937K | Reduce -3.9% |
| PBH Prestige Consumer Healthcare | 0.07% | 15,040 | $928K | Reduce -23.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,749 | $922K | Add +1.1% |
| LRN Stride Inc. | 0.07% | 14,086 | $915K | Reduce -14.7% |
| SRE Sempra | 0.07% | 10,210 | $901K | Add +2.0% |
| PFE Pfizer Inc. | 0.07% | 35,991 | $896K | Add +46.3% |
| MLI Mueller Industries Inc. | 0.07% | 7,721 | $886K | Reduce -8.7% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 6,956 | $857K | Add +0.6% |
| HDV iShares Core High Dividend E | 0.06% | 6,987 | $850K | Reduce -1.4% |
| PNC PNC Financial Services Group | 0.06% | 4,059 | $847K | Add +8.8% |
| GEV GE Vernova Inc. | 0.06% | 1,282 | $838K | Reduce -3.1% |
| TRV The Travelers Cos Inc. | 0.06% | 2,877 | $834K | Reduce -6.5% |
| PHM Pultegroup Inc. | 0.06% | 7,116 | $834K | Add +1.4% |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 34,308 | $802K | No change |
| GOVT iShares US Treasury Bond ETF | 0.06% | 34,664 | $798K | Reduce -3.0% |
| WM Waste Management Inc. | 0.06% | 3,600 | $791K | Reduce -6.7% |
| MS Morgan Stanley | 0.06% | 4,268 | $758K | Add +4.4% |
| COP Conocophillips | 0.05% | 7,889 | $739K | Reduce -3.3% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.05% | 5,835 | $723K | Add +21.7% |
| COR Cencora Inc. | 0.05% | 2,114 | $714K | Add +0.6% |
| FHN First Horizon Corp. | 0.05% | 29,760 | $711K | Reduce -4.0% |
| INTU Intuit Inc. | 0.05% | 1,052 | $697K | Add +0.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 1,482 | $695K | Add +6.4% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 4,832 | $693K | Add +1.1% |
| LEN Lennar Corp. Class A | 0.05% | 6,519 | $670K | No change |
| USB US Bancorp | 0.05% | 12,485 | $666K | Reduce -10.7% |
| WELL Welltower Inc. | 0.05% | 3,561 | $661K | Reduce -7.8% |
| USXF iShares ESG Advance MSCI USA | 0.05% | 11,324 | $652K | Reduce -11.9% |
| PM Philip Morris International | 0.05% | 4,022 | $645K | Add +2.6% |
| MDT Medtronic PLC | 0.05% | 6,651 | $639K | Add +1.3% |
| ALL Allstate Corp. | 0.05% | 3,060 | $637K | Add +58.5% |
| ARCC Ares Capital Corp. | 0.05% | 31,169 | $631K | Add +62.3% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.05% | 53,250 | $629K | Reduce -3.6% |
| CQP Cheniere Energy Partners LP | 0.05% | 11,668 | $624K | Reduce -4.1% |
| ADI Analog Devices Inc. | 0.04% | 2,212 | $600K | Add +1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.04% | 6,468 | $591K | Reduce -31.4% |
| RDDT Reddit Inc. Class A | 0.04% | 2,560 | $588K | Reduce -4.7% |
| IDV iShares International Select | 0.04% | 14,842 | $586K | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,898 | $585K | Add +2.3% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 17,855 | $582K | Add +0.1% |
| ETH Grayscale Ethereum Staking M | 0.04% | 20,611 | $578K | Reduce -17.5% |
| SO The Southern Co. | 0.04% | 6,611 | $576K | Reduce -2.9% |
| SNOW Snowflake Inc. | 0.04% | 2,600 | $570K | Reduce -1.7% |
| PLD Prologis Inc. | 0.04% | 4,438 | $567K | Add +16.9% |
| TTI Tetra Technologies Inc. | 0.04% | 59,853 | $561K | Reduce -7.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.04% | 2,001 | $558K | No change |
| TOL Toll Brothers Inc. | 0.04% | 4,000 | $541K | Reduce -33.3% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.04% | 5,223 | $511K | Add +14.0% |
| VZ Verizon Communications Inc. | 0.04% | 12,486 | $509K | Reduce -4.5% |
| DIVO Amplify CWP Enhan Divid ETF | 0.04% | 11,351 | $505K | No change |
| BXSL Blackstone Secured Lending F | 0.04% | 19,152 | $504K | Add +72.3% |
| JPIE JPMorgan Income ETF | 0.04% | 10,775 | $499K | Add +10.7% |
| LCTU iShares U.S. Carbon Transiti | 0.04% | 6,669 | $494K | No change |
| UBER Uber Technologies Inc. | 0.04% | 6,022 | $492K | Reduce -19.9% |
| SYLD Cambria Shareholder Yield Et | 0.04% | 7,066 | $491K | Add +15.0% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 17,700 | $486K | Add +5.3% |
| BND Vanguard Total Bond Market | 0.04% | 6,493 | $481K | Add +9.6% |
| SHOP Shopify Inc. Class A | 0.03% | 2,935 | $472K | Reduce -12.3% |
| SMPL The Simply Good Foods Co. | 0.03% | 23,226 | $466K | Reduce -68.2% |
| GDX Vaneck Gold Miners ETF | 0.03% | 5,368 | $460K | Add +1.3% |
| CORT Corcept Therapeutics Inc. | 0.03% | 13,201 | $459K | Reduce -20.4% |
| HQY Healthequity Inc. | 0.03% | 5,000 | $458K | New |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 3,700 | $448K | No change |
| PFF iShares Preferred & Income S | 0.03% | 14,137 | $438K | Reduce -6.7% |
| WPM Wheaton Precious Metals Corp. | 0.03% | 3,707 | $436K | No change |
| SCHB Schwab US Broad Market ETF | 0.03% | 16,522 | $433K | Add +24.6% |
| BMI Badger Meter Inc. | 0.03% | 2,474 | $432K | Reduce -9.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.03% | 5,866 | $432K | Add +21.4% |
| BROS Dutch Bros Inc. Class A | 0.03% | 6,960 | $426K | No change |
| DHI D.R. Horton Inc. | 0.03% | 2,952 | $425K | Reduce -1.7% |
| HNGE Hinge Health Inc. Class A | 0.03% | 9,002 | $418K | Reduce -10.6% |
| ESS Essex Property Trust Inc. | 0.03% | 1,593 | $417K | No change |
| NEE Nextera Energy Inc. | 0.03% | 5,137 | $412K | Add +59.1% |
| ACWV iShares MSCI Global Min Vol | 0.03% | 3,470 | $412K | Reduce -8.4% |
| EFA iShares MSCI Eafe ETF | 0.03% | 4,232 | $406K | Reduce -0.3% |
| INTC Intel Corp. | 0.03% | 10,962 | $404K | Reduce -45.0% |
| INCE Franklin Income Equity Focus | 0.03% | 6,429 | $393K | Add +33.1% |
| DUSB Dimension Ultrashort Fi ETF | 0.03% | 7,730 | $392K | Reduce -4.9% |
| VFC VF Corp. | 0.03% | 21,550 | $390K | Reduce -7.1% |
| KBH KB Home | 0.03% | 6,901 | $389K | Add +1.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.03% | 6,632 | $385K | Add +0.2% |
| FSK FS KKR Capital Corp. | 0.03% | 25,517 | $378K | No change |
| NKE Nike Inc. Class B | 0.03% | 5,875 | $374K | Reduce -16.4% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 7,349 | $365K | Add +8.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,402 | $362K | Add +39.6% |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.03% | 28,553 | $355K | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.03% | 3,218 | $355K | Add +14.1% |
| PANW Palo Alto Networks Inc. | 0.03% | 1,912 | $352K | Reduce -5.9% |
| FIXD First Trust Smith Opportunis | 0.03% | 7,897 | $350K | No change |
| VGK Vanguard Ftse Europe ETF | 0.03% | 4,100 | $343K | No change |
| KLAC KLA Corp. | 0.02% | 277 | $337K | No change |
| IWF iShares Russell 1000 Growth | 0.02% | 710 | $336K | No change |
| HSY The Hershey Co. | 0.02% | 1,800 | $328K | Reduce -35.9% |
| MO Altria Group Inc. | 0.02% | 5,625 | $324K | Add +8.4% |
| CVS CVS Health Corp. | 0.02% | 4,075 | $323K | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 2,633 | $316K | New |
| VPU Vanguard Utilities ETF | 0.02% | 1,709 | $316K | Reduce -43.7% |
| DUK Duke Energy Corp. | 0.02% | 2,663 | $312K | Add +33.3% |
| FCX Freeport-McMoran Inc. | 0.02% | 6,135 | $312K | Reduce -13.9% |
| XLK SS Technology Select Sector | 0.02% | 2,140 | $308K | Add +2.0% |
| EEM iShares MSCI Emerging Market | 0.02% | 5,531 | $303K | Add +3.8% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 2,170 | $302K | Add +2.9% |
| SCHA Schwab US Small-Cap ETF | 0.02% | 10,587 | $302K | Add +1.0% |
| AMAT Applied Materials Inc. | 0.02% | 1,149 | $295K | Reduce -11.6% |
| XLE SS Energy Select Sector | 0.02% | 6,538 | $292K | Add +28.6% |
| CMF iShares California Muni Bond | 0.02% | 5,060 | $291K | Reduce -0.4% |
| KMB Kimberly-Clark Corp. | 0.02% | 2,851 | $288K | Reduce -13.6% |
| HBAN Huntington Bancshares Inc. | 0.02% | 16,515 | $287K | Reduce -5.7% |
| ET Energy Transfer LP | 0.02% | 17,120 | $282K | No change |
| IWV iShares Russell 3000 ETF | 0.02% | 725 | $280K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.02% | 11,305 | $274K | Add +33.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.02% | 10,149 | $269K | Reduce -4.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.02% | 11,455 | $268K | Add +24.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.02% | 10,529 | $268K | Add +27.4% |
| CUZ Cousins Properties Inc. | 0.02% | 10,300 | $266K | Reduce -35.6% |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,650 | $265K | No change |
| CL Colgate-Palmolive Co. | 0.02% | 3,293 | $260K | Add +2.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.02% | 2,019 | $260K | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.02% | 1,068 | $258K | New |
| T AT&T Inc. | 0.02% | 10,342 | $257K | Reduce -5.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.02% | 11,401 | $252K | New |
| INDA iShares MSCI India ETF | 0.02% | 4,639 | $251K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.02% | 974 | $246K | Add +2.2% |
| C Citigroup Inc. | 0.02% | 2,069 | $241K | Add +4.0% |
| BX Blackstone Inc. | 0.02% | 1,562 | $241K | New |
| WFC Wells Fargo & Co. | 0.02% | 2,576 | $240K | Add +7.7% |
| FSLR First Solar Inc. | 0.02% | 915 | $239K | Reduce -6.2% |
| NTR Nutrien Ltd. | 0.02% | 3,845 | $237K | No change |
| MA Mastercard Inc. Class A | 0.02% | 416 | $237K | Reduce -1.6% |
| IWM iShares Russell 2000 ETF | 0.02% | 960 | $236K | New |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 1,695 | $236K | Reduce -0.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 17,927 | $235K | Add +16.2% |
| HR Healthcare Realty Trust Inc. | 0.02% | 13,700 | $232K | Reduce -18.9% |
| VNQ Vanguard Real Estate ETF | 0.02% | 2,612 | $231K | Add +2.0% |
| FLOT iShares Floating Rate Bond E | 0.02% | 4,543 | $231K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.02% | 9,368 | $227K | New |
| AFL Aflac Inc. | 0.02% | 2,031 | $224K | No change |
| VCIT Vanguard Int-Term Corporate | 0.02% | 2,664 | $223K | Reduce -19.1% |
| MMM 3M Co. | 0.02% | 1,385 | $222K | New |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.02% | 10,462 | $221K | New |
| DVY iShares Select Dividend ETF | 0.02% | 1,567 | $221K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 4,973 | $221K | Reduce -16.6% |
| NFG National Fuel Gas Co. | 0.02% | 2,745 | $220K | New |
| NSA National Storage Affiliates | 0.02% | 7,790 | $220K | Reduce -13.0% |
| ENB Enbridge Inc. | 0.02% | 4,560 | $218K | No change |
| PFXF Vaneck Pref Sec X-Financials | 0.02% | 12,184 | $215K | Add +7.3% |
| GS Goldman Sachs Group Inc. | 0.02% | 244 | $214K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 703 | $214K | New |
| CHD Church & Dwight Co. Inc. | 0.02% | 2,537 | $213K | New |
| MSTR Strategy Inc. | 0.02% | 1,388 | $211K | Reduce -50.0% |
| CLH Clean Harbors Inc. | 0.02% | 897 | $210K | No change |
| EMN Eastman Chemical Co. | 0.02% | 3,286 | $210K | New |
| GEN Gen Digital Inc. | 0.02% | 7,711 | $210K | No change |
| CWI State Street SPDR MSCI Acwi | 0.02% | 5,826 | $209K | New |
| LIN Linde PLC | 0.01% | 475 | $203K | Reduce -9.5% |
| CEG Constellation Energy | 0.01% | 569 | $201K | New |
| SMH Vaneck Semiconductor ETF | 0.01% | 556 | $200K | New |
| MSDL Morgan Stanley Direct Lendin | 0.01% | 11,585 | $191K | New |
| MUC BlackRock Munihold Ca QLTY | 0.01% | 17,382 | $184K | Add +14.0% |
| NBB Nuveen Taxable Municipal Inc. | 0.01% | 11,605 | $183K | Reduce -0.8% |
| FSCO FS Credit Opportunities Corp. | 0.01% | 28,710 | $181K | No change |
| XERS Xeris Biopharma Holdings Inc. | 0.01% | 20,382 | $160K | Reduce -8.1% |
| NWBI Northwest Bancshares Inc. | 0.01% | 12,650 | $152K | Reduce -42.9% |
| VLY Valley National Bancorp | 0.01% | 12,300 | $144K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 14,350 | $137K | No change |
| BSM Black Stone Minerals LP | 0.01% | 10,000 | $133K | No change |
| NMZ Nuveen Muni Hi Inc. Opport | 0.01% | 10,312 | $105K | Reduce -34.1% |
| SPWR Sunpower Inc. | 0.00% | 40,000 | $63K | Reduce -13.0% |
| CHGG Chegg Inc. | 0.00% | 41,000 | $38K | No change |