| MSFT Microsoft Corp. | 3.48% | 221,107 | $83.0M | Add +2.8% |
| AAPL Apple Inc. | 3.26% | 349,429 | $77.6M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.76% | 117,578 | $65.8M | Add +1.1% |
| RSP Invesco S&P 500 Equal Weight | 2.66% | 366,081 | $63.4M | Reduce -0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.65% | 170,146 | $63.1M | Add +4.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.41% | 222,001 | $57.4M | Add +12.2% |
| JPM JPMorgan Chase & Co. | 2.39% | 232,072 | $56.9M | Add +7.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.95% | 2,238,947 | $46.5M | Add +7.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.93% | 97,864 | $45.9M | Add +2.1% |
| AMZN Amazon.com Inc. | 1.70% | 213,477 | $40.6M | Add +6.3% |
| GOOGL Alphabet Inc. Class A | 1.57% | 241,540 | $37.4M | Add +9.9% |
| META Meta Platforms Inc. Class A | 1.51% | 62,617 | $36.1M | Add +27.7% |
| SCHD Schwab US DVD Equity ETF | 1.51% | 1,289,798 | $36.1M | Add +9.6% |
| V Visa Inc. Class A | 1.41% | 95,563 | $33.5M | Add +2.1% |
| IBDU iShares Ibonds Dec 2029 Term | 1.32% | 1,359,393 | $31.4M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 1.18% | 218,921 | $28.2M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 1.04% | 48,315 | $24.8M | Add +8.0% |
| RTX RTX Corp. | 1.03% | 185,124 | $24.5M | Add +2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 86,236 | $23.7M | Add +3.0% |
| NVDA Nvidia Corp. | 0.97% | 214,384 | $23.2M | Add +1.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.93% | 920,054 | $22.2M | Add +7.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.88% | 968,055 | $21.0M | Add +5.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.87% | 273,941 | $20.7M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.86% | 119,105 | $20.6M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 37,006 | $19.7M | Add +0.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.82% | 811,145 | $19.6M | Reduce -1.1% |
| IWD iShares Russell 1000 Value E | 0.82% | 104,076 | $19.6M | Add +0.2% |
| EPI Wisdomtree India Earnings | 0.81% | 439,634 | $19.2M | Reduce -12.5% |
| CVX Chevron Corp. | 0.76% | 107,652 | $18.0M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.75% | 104,355 | $17.8M | Add +4.6% |
| AVGO Broadcom Inc. | 0.74% | 105,361 | $17.6M | Add +15.6% |
| WMT Walmart Inc. | 0.73% | 198,450 | $17.4M | Add +60.6% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 89,741 | $17.4M | Add +11.5% |
| MA Mastercard Inc. Class A | 0.70% | 30,416 | $16.7M | Add +1.1% |
| IGV iShares Expanded Tech-Softwa | 0.63% | 169,374 | $15.1M | Reduce -0.2% |
| NFLX Netflix Inc. | 0.61% | 15,700 | $14.6M | Add +7.0% |
| HD Home Depot Inc. | 0.61% | 39,764 | $14.6M | Add +2.8% |
| GRNY Fundstr Gran SH US LRG Cap | 0.61% | 795,562 | $14.5M | Add +31.6% |
| ANDE The Andersons Inc. | 0.59% | 328,011 | $14.1M | Reduce -3.0% |
| JGRO JPMorgan Active Growth ETF | 0.59% | 190,702 | $14.1M | Add +467.2% |
| XOM Exxon Mobil Corp. | 0.56% | 111,524 | $13.3M | Reduce -3.5% |
| IJR iShares Core S&P Small-Cap E | 0.56% | 126,786 | $13.3M | Reduce -1.2% |
| ARKK ARK Innovation ETF | 0.55% | 277,402 | $13.2M | Add +0.0% |
| WELL Welltower Inc. | 0.55% | 85,613 | $13.1M | Add +3.9% |
| LIN Linde PLC | 0.55% | 28,067 | $13.1M | Add +3.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.54% | 161,935 | $12.9M | Add +17.4% |
| GOOG Alphabet Inc. Class C | 0.54% | 82,256 | $12.9M | Add +9.8% |
| XLK SS Technology Select Sector | 0.53% | 61,503 | $12.7M | Add +8.6% |
| IVV iShares Core S&P 500 ETF | 0.53% | 22,396 | $12.6M | Add +2.5% |
| TLT iShares 20+ Year Treasury BD | 0.49% | 127,668 | $11.6M | Add +6.5% |
| JNJ Johnson & Johnson | 0.49% | 70,026 | $11.6M | Reduce -27.4% |
| BLK BlackRock Inc. | 0.47% | 11,839 | $11.2M | Add +4.7% |
| IWO iShares Russell 2000 Growth | 0.46% | 43,155 | $11.0M | Add +0.3% |
| XLC SS Comm Select Sector SPDR | 0.46% | 113,831 | $11.0M | Add +9.4% |
| CB Chubb Ltd. | 0.46% | 36,350 | $11.0M | Add +15.0% |
| TSLA Tesla Inc. | 0.45% | 41,076 | $10.6M | Reduce -2.6% |
| CAT Caterpillar Inc. | 0.43% | 30,888 | $10.2M | Add +5.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 243,324 | $10.2M | Add +8.2% |
| NEE Nextera Energy Inc. | 0.42% | 142,600 | $10.1M | Add +3.0% |
| PFE Pfizer Inc. | 0.42% | 397,146 | $10.1M | Add +5.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.42% | 39,016 | $10.0M | Reduce -0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.41% | 148,404 | $9.8M | Add +136.2% |
| PEP Pepsico Inc. | 0.41% | 64,586 | $9.7M | Add +1.6% |
| KO The Coca-Cola Co. | 0.40% | 134,575 | $9.6M | Reduce -4.3% |
| QCOM Qualcomm Inc. | 0.40% | 62,628 | $9.6M | Add +3.5% |
| ABBV Abbvie Inc. | 0.39% | 44,363 | $9.3M | Reduce -5.0% |
| CHAT Roundhill Gen AI & Tech ETF | 0.38% | 261,056 | $9.1M | New |
| IWF iShares Russell 1000 Growth | 0.37% | 24,401 | $8.8M | Add +0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 11 | $8.8M | Add +22.2% |
| EFA iShares MSCI Eafe ETF | 0.37% | 107,382 | $8.8M | Add +15.4% |
| PSX Phillips 66 | 0.37% | 70,592 | $8.7M | Add +0.6% |
| RF Regions Financial Corp. | 0.36% | 395,771 | $8.6M | Add +37.1% |
| LLY Eli Lilly & Co. | 0.36% | 10,334 | $8.5M | Add +64.5% |
| UBER Uber Technologies Inc. | 0.36% | 116,927 | $8.5M | Add +0.3% |
| CINF Cincinnati Financial Corp. | 0.35% | 56,725 | $8.4M | Add +204.8% |
| AVUV Avantis US Small Cap Value | 0.35% | 95,951 | $8.4M | Add +1.3% |
| O Realty Income Corp. | 0.35% | 142,496 | $8.3M | Add +6.2% |
| MPC Marathon Petroleum Corp. | 0.34% | 56,392 | $8.2M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 36,822 | $8.2M | Reduce -23.2% |
| UNH Unitedhealth Group Inc. | 0.34% | 15,329 | $8.0M | Reduce -13.8% |
| COST Costco Wholesale Corp. | 0.32% | 8,164 | $7.7M | Add +3.9% |
| XLF SS Financial Select Sector | 0.32% | 152,367 | $7.6M | Add +9.2% |
| MCD McDonald's Corp. | 0.31% | 23,929 | $7.5M | Reduce -35.1% |
| LOW Lowe's Cos Inc. | 0.31% | 32,016 | $7.5M | Add +1.5% |
| PANW Palo Alto Networks Inc. | 0.31% | 43,643 | $7.4M | Add +24.3% |
| AMP Ameriprise Financial Inc. | 0.30% | 14,870 | $7.2M | Add +5.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 71,648 | $7.1M | Add +3.2% |
| LMT Lockheed Martin Corp. | 0.30% | 15,749 | $7.0M | Add +0.4% |
| LRCX Lam Research Corp. | 0.29% | 96,685 | $7.0M | Add +43.5% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 114,312 | $7.0M | Reduce -0.0% |
| AEP American Electric Power | 0.29% | 63,617 | $7.0M | Add +5.0% |
| AMGN Amgen Inc. | 0.29% | 21,920 | $6.8M | Reduce -51.2% |
| SHOP Shopify Inc. Class A | 0.28% | 70,682 | $6.7M | Add +36.1% |
| KRE SS SPDR S&P Regional Bank | 0.28% | 118,219 | $6.7M | Add +9.3% |
| MO Altria Group Inc. | 0.28% | 111,148 | $6.7M | Add +3.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.28% | 18,919 | $6.7M | Add +9.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.28% | 130,292 | $6.7M | Add +3100.5% |
| BLW BlackRock Ltd. Durat Inc. TR | 0.28% | 469,432 | $6.6M | Add +3956.3% |
| AXP American Express Co. | 0.27% | 24,231 | $6.5M | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 77,001 | $6.5M | Reduce -12.9% |
| FSLR First Solar Inc. | 0.27% | 51,272 | $6.5M | Add +29.7% |
| VZ Verizon Communications Inc. | 0.26% | 138,476 | $6.3M | Add +1.0% |
| ROK Rockwell Automation Inc. | 0.26% | 23,604 | $6.1M | Add +5.8% |
| CR Crane Co. | 0.25% | 39,646 | $6.1M | Add +3.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 73,394 | $5.9M | Add +55.3% |
| CSCO Cisco Systems Inc. | 0.24% | 93,773 | $5.8M | Reduce -47.5% |
| CRM Salesforce Inc. | 0.24% | 21,376 | $5.7M | Reduce -15.9% |
| IWM iShares Russell 2000 ETF | 0.23% | 27,824 | $5.6M | Reduce -5.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.23% | 13,090 | $5.5M | Add +0.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 104,207 | $5.4M | Add +13.7% |
| BX Blackstone Inc. | 0.23% | 38,487 | $5.4M | Add +3.8% |
| HUBB Hubbell Inc. | 0.22% | 16,152 | $5.3M | Add +43.1% |
| GRID First TRST Nasd Class Edg Sgiif | 0.22% | 46,765 | $5.3M | Add +51.8% |
| DFAC Dimensional US Core Equity 2 | 0.22% | 160,333 | $5.3M | No change |
| PM Philip Morris International | 0.22% | 33,212 | $5.3M | Add +9.6% |
| NOW ServiceNow Inc. | 0.22% | 6,591 | $5.2M | Reduce -10.5% |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 50,475 | $5.2M | Add +5.0% |
| IWN iShares Russell 2000 Value E | 0.21% | 33,360 | $5.0M | Reduce -18.7% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.20% | 109,761 | $4.9M | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 80,245 | $4.7M | Add +0.4% |
| KMI Kinder Morgan Inc. | 0.20% | 163,498 | $4.7M | Add +20.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.19% | 62,784 | $4.6M | Reduce -1.0% |
| WHR Whirlpool Corp. | 0.19% | 49,622 | $4.5M | Add +14.9% |
| GBIL Goldman Sachs Access Treasur | 0.18% | 43,027 | $4.3M | Add +21.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.18% | 169,686 | $4.3M | Add +4.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 61,499 | $4.3M | Add +1568.0% |
| SCHB Schwab US Broad Market ETF | 0.18% | 196,818 | $4.2M | Reduce -0.0% |
| BXSL Blackstone Secured Lending F | 0.18% | 128,992 | $4.2M | Reduce -2.4% |
| MRK Merck & Co. Inc. | 0.17% | 46,463 | $4.2M | Reduce -10.9% |
| EEM iShares MSCI Emerging Market | 0.17% | 92,714 | $4.1M | Add +47.8% |
| SPHD Invesco S&P 500 High Dividen | 0.17% | 79,371 | $4.0M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 87,964 | $4.0M | Add +3.5% |
| TDY Teledyne Technologies Inc. | 0.17% | 7,972 | $4.0M | New |
| FSK FS KKR Capital Corp. | 0.17% | 188,195 | $3.9M | Reduce -4.7% |
| PRU Prudential Financial Inc. | 0.16% | 34,309 | $3.8M | Add +9.5% |
| RYLD Global X Russell 2000 Cov Class | 0.16% | 253,644 | $3.8M | Add +10.2% |
| FHN First Horizon Corp. | 0.15% | 187,086 | $3.6M | Reduce -0.6% |
| FITB Fifth Third Bancorp | 0.15% | 92,445 | $3.6M | Add +7.2% |
| ARM Arm Holdings PLC-ADR | 0.15% | 33,810 | $3.6M | Add +10.3% |
| SPG Simon Property Group Inc. | 0.15% | 21,446 | $3.6M | Add +5.9% |
| MELI MercadoLibre Inc. | 0.15% | 1,774 | $3.5M | Add +10.9% |
| ORCL Oracle Corp. | 0.14% | 24,029 | $3.4M | Add +8.0% |
| ACN Accenture PLC Class A | 0.14% | 10,671 | $3.3M | Add +0.4% |
| PZZA Papa John's Intl Inc. | 0.14% | 80,971 | $3.3M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 13,272 | $3.3M | Reduce -29.7% |
| PDD PDD Holdings Inc. | 0.14% | 27,409 | $3.2M | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 89,085 | $3.2M | Reduce -4.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 19,331 | $3.2M | Reduce -6.7% |
| HOOD Robinhood Markets Inc. Class A | 0.13% | 76,926 | $3.2M | New |
| PYPL PayPal Holdings Inc. | 0.13% | 48,514 | $3.2M | Reduce -5.8% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.13% | 122,810 | $3.1M | Add +1.8% |
| UNP Union Pacific Corp. | 0.13% | 13,163 | $3.1M | Reduce -1.2% |
| TFC Truist Financial Corp. | 0.12% | 71,333 | $2.9M | Add +8.6% |
| PBR Petroleo Brasileiro-Spon ADR | 0.12% | 201,932 | $2.9M | Add +8.4% |
| WYNN WYNN Resorts Ltd. | 0.12% | 34,536 | $2.9M | New |
| APP AppLovin Corp. Class A | 0.12% | 10,864 | $2.9M | Reduce -49.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.12% | 52,510 | $2.9M | Reduce -75.0% |
| AES AES Corp. | 0.12% | 230,771 | $2.9M | Add +61.9% |
| T AT&T Inc. | 0.12% | 100,812 | $2.9M | Add +2.6% |
| CARR Carrier Global Corp. | 0.12% | 44,901 | $2.8M | Add +0.9% |
| HON Honeywell International Inc. | 0.12% | 13,421 | $2.8M | Add +8.8% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.12% | 32,618 | $2.8M | Reduce -23.2% |
| ABT Abbott Laboratories | 0.12% | 20,843 | $2.8M | Reduce -6.4% |
| UPS United Parcel Service Class B | 0.11% | 24,514 | $2.7M | Add +84.0% |
| ET Energy Transfer LP | 0.11% | 144,871 | $2.7M | Reduce -4.0% |
| RPM RPM International Inc. | 0.11% | 22,862 | $2.6M | Add +6.9% |
| AMD Advanced Micro Devices | 0.11% | 25,636 | $2.6M | Add +2.6% |
| XJQCX Nuveen Credit Strategies Inc. | 0.11% | 483,595 | $2.6M | No change |
| ETN Eaton Corp. PLC | 0.11% | 9,498 | $2.6M | Add +2.9% |
| WFC Wells Fargo & Co. | 0.11% | 35,870 | $2.6M | Add +56.9% |
| VRT Vertiv Holdings Co. Class A | 0.11% | 35,468 | $2.6M | Add +91.7% |
| SBUX Starbucks Corp. | 0.10% | 25,320 | $2.5M | Add +4.2% |
| MAR Marriott International Class A | 0.10% | 10,280 | $2.4M | Reduce -1.4% |
| MS Morgan Stanley | 0.10% | 20,969 | $2.4M | Reduce -5.8% |
| COP Conocophillips | 0.10% | 22,771 | $2.4M | Reduce -1.3% |
| KEY Keycorp | 0.10% | 147,640 | $2.4M | Add +15.9% |
| STLD Steel Dynamics Inc. | 0.10% | 18,487 | $2.3M | Add +9.7% |
| OTIS Otis Worldwide Corp. | 0.10% | 22,254 | $2.3M | Add +0.7% |
| DKNG Draftkings Inc. Class A | 0.10% | 68,703 | $2.3M | Reduce -52.6% |
| HBAN Huntington Bancshares Inc. | 0.10% | 150,953 | $2.3M | Add +2.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.09% | 37,341 | $2.2M | Add +6.0% |
| EXPE Expedia Group Inc. | 0.09% | 13,333 | $2.2M | Add +10.9% |
| JEPI JPMorgan Equity Premium Inco | 0.09% | 38,438 | $2.2M | Add +12.6% |
| PGR Progressive Corp. | 0.09% | 7,693 | $2.2M | Add +12.7% |
| IBDX iShares Ibonds Dec 2032 TC | 0.09% | 82,338 | $2.1M | Reduce -0.8% |
| ADBE Adobe Inc. | 0.09% | 5,331 | $2.0M | Reduce -54.4% |
| SBRA Sabra Health Care REIT Inc. | 0.09% | 116,821 | $2.0M | Add +8.7% |
| URI United Rentals Inc. | 0.09% | 3,239 | $2.0M | Add +60.8% |
| KRC Kilroy Realty Corp. | 0.09% | 61,851 | $2.0M | Add +8.9% |
| GS Goldman Sachs Group Inc. | 0.08% | 3,675 | $2.0M | Add +34.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 8,103 | $2.0M | Reduce -68.9% |
| IVZ Invesco Ltd. | 0.08% | 129,099 | $2.0M | Add +6.5% |
| TRV The Travelers Cos Inc. | 0.08% | 7,387 | $2.0M | Add +3.9% |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 22,752 | $1.9M | Reduce -2.8% |
| VEA Vanguard Ftse Developed ETF | 0.08% | 38,000 | $1.9M | Reduce -0.0% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 28,097 | $1.9M | Reduce -4.3% |
| FANG Diamondback Energy Inc. | 0.08% | 11,882 | $1.9M | Add +3.1% |
| KKR KKR & Co. Inc. | 0.08% | 16,368 | $1.9M | Add +314.9% |
| GBAB Guggenheim Taxable Municipal | 0.08% | 121,622 | $1.9M | No change |
| PDI PIMCO Dynamic Income Fund | 0.08% | 94,611 | $1.9M | Add +2.8% |
| IWY iShares Russell Top 200 Grow | 0.08% | 8,854 | $1.9M | Add +6.5% |
| NRG NRG Energy Inc. | 0.08% | 19,531 | $1.9M | New |
| XPEL Xpel Inc. | 0.08% | 62,908 | $1.8M | No change |
| BA The Boeing Co. | 0.08% | 10,821 | $1.8M | Add +7.8% |
| DVY iShares Select Dividend ETF | 0.08% | 13,695 | $1.8M | Add +5.2% |
| SO The Southern Co. | 0.08% | 19,986 | $1.8M | Add +5.5% |
| DE Deere & Co. | 0.08% | 3,842 | $1.8M | Add +9.1% |
| HSY The Hershey Co. | 0.08% | 10,530 | $1.8M | Reduce -23.8% |
| CMCSA Comcast Corp. Class A | 0.07% | 48,316 | $1.8M | Reduce -2.7% |
| PCN PIMCO Corporate & Income STR | 0.07% | 130,301 | $1.8M | Reduce -0.5% |
| PDO PIMCO Dynamic Income Opport | 0.07% | 127,532 | $1.8M | No change |
| ISRG Intuitive Surgical Inc. | 0.07% | 3,539 | $1.8M | Reduce -1.0% |
| XRNPX Cohen & Steers REIT and Pref | 0.07% | 79,344 | $1.8M | Add +98.9% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.07% | 55,986 | $1.7M | Add +24.3% |
| VGT Vanguard Info Tech ETF | 0.07% | 3,106 | $1.7M | Add +3.6% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 70,816 | $1.7M | Add +2.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 21,002 | $1.7M | Reduce 0.0% |
| DJD Invesco Dow Jones Industrial | 0.07% | 31,249 | $1.7M | No change |
| EPRT Essential Properties Realty | 0.07% | 50,000 | $1.6M | No change |
| MMM 3M Co. | 0.07% | 11,063 | $1.6M | Add +3.3% |
| TXN Texas Instruments Inc. | 0.07% | 9,036 | $1.6M | Reduce -1.1% |
| SCHM Schwab US Mid Cap ETF | 0.07% | 61,665 | $1.6M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 3,235 | $1.6M | Add +4.5% |
| AMAT Applied Materials Inc. | 0.07% | 11,081 | $1.6M | Add +146.3% |
| SYK Stryker Corp. | 0.07% | 4,273 | $1.6M | Add +10.6% |
| CSX CSX Corp. | 0.07% | 54,041 | $1.6M | Add +3.2% |
| BKNG Booking Holdings Inc. | 0.07% | 345 | $1.6M | Reduce -1.4% |
| GM General Motors Co. | 0.07% | 33,067 | $1.6M | Add +205.6% |
| MDT Medtronic PLC | 0.06% | 17,149 | $1.5M | Add +10.7% |
| CFG Citizens Financial Group | 0.06% | 37,372 | $1.5M | Add +1.6% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 16,340 | $1.5M | Add +3.3% |
| MRSH Marsh & McLennan Cos | 0.06% | 6,127 | $1.5M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.06% | 27,645 | $1.5M | Reduce -14.9% |
| KLIP Kranesh Kweb Cov Cal STR ETF | 0.06% | 45,256 | $1.5M | New |
| DMO Western Asset Mort Def Opp | 0.06% | 124,765 | $1.5M | Add +0.0% |
| FVD First Trust Value Line DVD | 0.06% | 33,024 | $1.5M | Reduce -5.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.06% | 26,783 | $1.5M | Reduce -12.8% |
| PINS Pinterest Inc. Class A | 0.06% | 45,776 | $1.4M | Add +40.4% |
| LZB La-Z-Boy Inc. | 0.06% | 36,058 | $1.4M | Add +0.1% |
| WM Waste Management Inc. | 0.06% | 6,074 | $1.4M | Add +1.6% |
| GTLS Chart Industries Inc. | 0.06% | 9,648 | $1.4M | New |
| CL Colgate-Palmolive Co. | 0.06% | 14,791 | $1.4M | Add +34.4% |
| IWP iShares Russell Mid-Cap Grow | 0.06% | 11,753 | $1.4M | Add +0.6% |
| GEV GE Vernova Inc. | 0.06% | 4,515 | $1.4M | Add +4.5% |
| GNRC Generac Holdings Inc. | 0.06% | 10,778 | $1.4M | Add +1.1% |
| GLW Corning Inc. | 0.05% | 28,591 | $1.3M | Add +14.8% |
| PCT Purecycle Technologies Inc. | 0.05% | 186,550 | $1.3M | Add +22.5% |
| UTF Cohen & Steers Infrastructur | 0.05% | 50,324 | $1.3M | No change |
| SNOW Snowflake Inc. | 0.05% | 8,795 | $1.3M | Add +51.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 20,962 | $1.3M | Add +8.4% |
| C Citigroup Inc. | 0.05% | 17,761 | $1.3M | Reduce -0.4% |
| BP BP PLC-Spons ADR | 0.05% | 36,990 | $1.2M | Add +3.7% |
| JBL Jabil Inc. | 0.05% | 9,172 | $1.2M | New |
| XLE SS Energy Select Sector | 0.05% | 13,336 | $1.2M | Reduce -10.6% |
| IWX iShares Russell Top 200 Valu | 0.05% | 14,913 | $1.2M | Add +0.2% |
| FTNT Fortinet Inc. | 0.05% | 12,687 | $1.2M | Add +24.4% |
| INTC Intel Corp. | 0.05% | 53,707 | $1.2M | Add +14.3% |
| NVS Novartis AG-Sponsored ADR | 0.05% | 10,914 | $1.2M | Reduce -0.2% |
| NBIS Nebius Group NV | 0.05% | 57,236 | $1.2M | Add +113.9% |
| VST Vistra Corp. | 0.05% | 10,203 | $1.2M | Add +3.9% |
| FDX FedEx Corp. | 0.05% | 4,879 | $1.2M | Add +16.6% |
| WEC WEC Energy Group Inc. | 0.05% | 10,845 | $1.2M | Reduce -0.9% |
| GLD SPDR Gold Shares | 0.05% | 4,087 | $1.2M | Reduce -0.7% |
| FLR Fluor Corp. | 0.05% | 32,290 | $1.2M | Add +44.8% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 5,644 | $1.1M | Add +1.0% |
| USIG iShares Broad Usd Investment | 0.05% | 21,958 | $1.1M | Reduce -6.6% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.05% | 13,624 | $1.1M | Reduce -5.2% |
| SCHR Schwab Intermediate-Term US | 0.05% | 44,893 | $1.1M | Reduce -1.2% |
| CME Cme Group Inc. | 0.05% | 4,201 | $1.1M | Reduce -87.9% |
| EPD Enterprise Products Partners | 0.05% | 32,286 | $1.1M | Add +40.2% |
| RKLB Rocket Lab USA Inc. | 0.05% | 61,440 | $1.1M | Add +3.5% |
| PPG PPG Industries Inc. | 0.05% | 9,969 | $1.1M | Reduce -23.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 106,681 | $1.1M | Add +17.1% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.04% | 3,701 | $1.1M | Add +169.0% |
| IVE iShares S&P 500 Value ETF | 0.04% | 5,589 | $1.1M | Add +10.5% |
| DHR Danaher Corp. | 0.04% | 5,169 | $1.1M | Reduce -42.6% |
| AMLP Alerian MLP ETF | 0.04% | 19,545 | $1.0M | Add +48.4% |
| NOC Northrop Grumman Corp. | 0.04% | 1,956 | $1.0M | Reduce -1.6% |
| IUSG iShares Core S&P U.S. Growth | 0.04% | 7,769 | $987K | Reduce -2.7% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 21,006 | $983K | Reduce -6.9% |
| NKE Nike Inc. Class B | 0.04% | 15,319 | $972K | Add +0.7% |
| IP International Paper Co. | 0.04% | 18,131 | $967K | Reduce -11.0% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.04% | 8,696 | $950K | Add +1.5% |
| VCIT Vanguard Int-Term Corporate | 0.04% | 11,586 | $947K | Reduce -8.2% |
| NSC Norfolk Southern Corp. | 0.04% | 3,960 | $938K | Reduce -5.5% |
| XOP SS SPDR S&P Og Exp & Prod | 0.04% | 6,987 | $920K | Reduce -3.2% |
| WSBC Wesbanco Inc. | 0.04% | 29,528 | $914K | New |
| KR Kroger Co. | 0.04% | 13,466 | $912K | Reduce -6.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.04% | 7,588 | $909K | Add +1.4% |
| VT Vanguard Tot World STK ETF | 0.04% | 7,703 | $893K | Add +9.8% |
| XRT SS SPDR S&P Retail ETF | 0.04% | 12,901 | $891K | Reduce -85.6% |
| SAN Banco Santander SA-Spon ADR | 0.04% | 132,547 | $888K | Add +66.7% |
| BF.B Brown-Forman Corp. Class B | 0.04% | 26,034 | $884K | Add +5.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 11,788 | $866K | Reduce -0.2% |
| COF Capital One Financial Corp. | 0.04% | 4,782 | $857K | Add +41.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 10,185 | $848K | Add +0.0% |
| RSG Republic Services Inc. | 0.03% | 3,423 | $829K | Add +36.0% |
| EWW iShares MSCI Mexico ETF | 0.03% | 16,204 | $826K | Reduce -1.2% |
| IHI iShares U.S. Medical Devices | 0.03% | 13,625 | $820K | No change |
| XLI SS Industrial Select Sector | 0.03% | 6,242 | $818K | Add +62.8% |
| EMB iShares JP Morgan Usd Emergi | 0.03% | 8,912 | $807K | Reduce -23.8% |
| DUK Duke Energy Corp. | 0.03% | 6,494 | $792K | Add +13.5% |
| SCHW Schwab (charles) Corp. | 0.03% | 10,044 | $786K | Add +28.8% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.03% | 22,170 | $786K | Reduce -0.1% |
| JLS Nuveen Mortgage & Income | 0.03% | 41,664 | $782K | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 0.03% | 35,348 | $780K | Add +1.8% |
| UNM Unum Group | 0.03% | 9,533 | $777K | Add +0.0% |
| NMZ Nuveen Muni Hi Inc. Opport | 0.03% | 70,065 | $764K | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 6,211 | $757K | Add +3.3% |
| XLV SS Health Care Select Sector | 0.03% | 5,167 | $755K | Add +5.5% |
| BIDU Baidu Inc. - Spon ADR | 0.03% | 8,150 | $750K | New |
| APD Air Products & Chemicals Inc. | 0.03% | 2,509 | $740K | Add +10.9% |
| FMAO Farmers & Merchants Banco | 0.03% | 30,804 | $737K | Add +0.1% |
| STZ Constellation Brands Inc. Class A | 0.03% | 4,000 | $734K | Reduce -0.2% |
| DOW Dow Inc. | 0.03% | 20,807 | $727K | Add +3.9% |
| TT Trane Technologies PLC | 0.03% | 2,151 | $725K | Add +37.1% |
| CI The Cigna Group | 0.03% | 2,190 | $721K | Reduce -2.3% |
| FUN Six Flags Entertainment Corp. | 0.03% | 20,174 | $720K | Reduce -2.4% |
| DGX Quest Diagnostics Inc. | 0.03% | 4,246 | $719K | No change |
| DGRO iShares Core Dividend Growth | 0.03% | 11,625 | $718K | Add +2.3% |
| TGT Target Corp. | 0.03% | 6,874 | $717K | Add +3.0% |
| GILD Gilead Sciences Inc. | 0.03% | 6,381 | $715K | Reduce -7.3% |
| NZF Nuveen Municipal Credit Inc. | 0.03% | 58,377 | $714K | Reduce -2.1% |
| MDY State Street SPDR S&P Midcap | 0.03% | 1,337 | $713K | Add +0.3% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.03% | 54,325 | $713K | Reduce -6.2% |
| CTVA Corteva Inc. | 0.03% | 11,072 | $697K | Add +2.3% |
| MSI Motorola Solutions Inc. | 0.03% | 1,590 | $697K | Reduce -3.2% |
| CVS CVS Health Corp. | 0.03% | 10,013 | $678K | Reduce -1.5% |
| D Dominion Energy Inc. | 0.03% | 12,009 | $673K | Add +0.1% |
| CATH Global X S&P 500 Ca Val ETF | 0.03% | 9,885 | $668K | Add +0.2% |
| DD Dupont DE Nemours Inc. | 0.03% | 8,889 | $664K | Add +9.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 8,407 | $663K | Reduce -0.6% |
| ORLY O'reilly Automotive Inc. | 0.03% | 462 | $662K | Reduce -5.5% |
| VCR Vanguard Consumer Discre ETF | 0.03% | 2,024 | $659K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.03% | 5,563 | $659K | Reduce -7.3% |
| GT Goodyear Tire & Rubber Co. | 0.03% | 70,549 | $652K | Add +4.8% |
| YUM Yum! Brands Inc. | 0.03% | 4,127 | $649K | Reduce -4.5% |
| SCCO Southern Copper Corp. | 0.03% | 6,831 | $638K | Add +52.3% |
| SYF Synchrony Financial | 0.03% | 12,006 | $636K | Add +0.1% |
| ED Consolidated Edison Inc. | 0.03% | 5,741 | $635K | Add +0.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.03% | 4,886 | $630K | No change |
| MCK McKesson Corp. | 0.03% | 924 | $622K | Reduce -10.2% |
| CAG Conagra Brands Inc. | 0.03% | 23,282 | $621K | Reduce -31.6% |
| CGGR Cap Group Growth Equity | 0.03% | 18,111 | $620K | Add +76.7% |
| KMB Kimberly-Clark Corp. | 0.03% | 4,350 | $619K | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 924 | $612K | Add +137.5% |
| ZTS Zoetis Inc. | 0.03% | 3,679 | $606K | Reduce -59.7% |
| ADM Archer-Daniels-Midland Co. | 0.03% | 12,581 | $604K | Add +66.2% |
| BSX Boston Scientific Corp. | 0.03% | 5,976 | $603K | Add +27.0% |
| MET Metlife Inc. | 0.03% | 7,501 | $602K | Add +4.6% |
| VFH Vanguard Financials ETF | 0.03% | 4,995 | $597K | Add +4.1% |
| ARCC Ares Capital Corp. | 0.02% | 26,672 | $591K | Add +6.3% |
| RSPT Invesco S&P 500 Equal Weight | 0.02% | 17,080 | $584K | Reduce -86.6% |
| AMT American Tower Corp. | 0.02% | 2,679 | $583K | Reduce -12.7% |
| PAG Penske Automotive Group Inc. | 0.02% | 4,000 | $576K | No change |
| NDSN Nordson Corp. | 0.02% | 2,849 | $575K | Add +1.1% |
| DVN Devon Energy Corp. | 0.02% | 15,096 | $565K | Add +36.0% |
| COR Cencora Inc. | 0.02% | 2,026 | $564K | Reduce -0.8% |
| SHEL Shell PLC-ADR | 0.02% | 7,666 | $562K | Add +14.8% |
| PH Parker Hannifin Corp. | 0.02% | 921 | $560K | Add +4.5% |
| DTE DTE Energy Company | 0.02% | 4,037 | $558K | Add +0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 5,294 | $555K | Add +6.1% |
| BSMV Invesco Bulletshares 2031 MB | 0.02% | 26,537 | $550K | Reduce -1.9% |
| GD General Dynamics Corp. | 0.02% | 2,012 | $548K | Add +14.4% |
| FRME First Merchants Corp. | 0.02% | 13,529 | $547K | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 0.02% | 3,174 | $547K | Add +0.0% |
| FISV Fiserv Inc. | 0.02% | 2,437 | $538K | Add +2.2% |
| AI C3.AI Inc. Class A | 0.02% | 25,325 | $533K | New |
| OKE Oneok Inc. | 0.02% | 5,365 | $532K | Add +31.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.02% | 7,118 | $532K | Reduce -8.6% |
| PFG Principal Financial Group | 0.02% | 6,237 | $526K | Reduce -0.4% |
| ITW Illinois Tool Works | 0.02% | 2,111 | $524K | Add +23.5% |
| MLPA Global X MLP ETF | 0.02% | 9,830 | $523K | Add +0.0% |
| ADP Automatic Data Processing | 0.02% | 1,712 | $523K | Add +1.2% |
| ALL Allstate Corp. | 0.02% | 2,509 | $520K | Add +58.1% |
| MCHP Microchip Technology Inc. | 0.02% | 10,623 | $514K | Add +141.9% |
| OXY Occidental Petroleum Corp. | 0.02% | 10,389 | $513K | Reduce -6.6% |
| TAP Molson Coors Beverage Co. Class B | 0.02% | 8,326 | $507K | Add +0.0% |
| MAS Masco Corp. | 0.02% | 7,277 | $506K | Add +0.1% |
| OEF iShares S&P 100 ETF | 0.02% | 1,865 | $505K | New |
| EOG EOG Resources Inc. | 0.02% | 3,926 | $504K | Reduce -6.7% |
| BXP BXP Inc. | 0.02% | 7,482 | $503K | Add +10.7% |
| CMI Cummins Inc. | 0.02% | 1,592 | $499K | Reduce -3.8% |
| GAP The Gap Inc. | 0.02% | 24,077 | $496K | Reduce -10.0% |
| PKG Packaging Corp. of America | 0.02% | 2,499 | $495K | Add +0.2% |
| SBFG SB Financial Group Inc. filed as SB FINL GROUP INC | 0.02% | 23,746 | $494K | Add +0.2% |
| MPLX MPLX LP | 0.02% | 9,220 | $493K | Reduce -1.6% |
| DAL Delta Air Lines Inc. | 0.02% | 11,088 | $483K | Reduce -63.9% |
| JBGS JBG Smith Properties | 0.02% | 30,000 | $483K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 4,423 | $481K | Add +4.8% |
| ICE Intercontinental Exchange Inc. | 0.02% | 2,777 | $479K | Reduce -83.0% |
| VRP Invesco Variable Rate Prefer | 0.02% | 19,707 | $478K | No change |
| SE Sea Ltd.-ADR | 0.02% | 3,641 | $475K | Reduce -0.1% |
| IHDG Wisdomtree International Hed | 0.02% | 10,816 | $469K | Reduce -87.2% |
| FEX First Trust Large Cap Core A | 0.02% | 4,574 | $469K | No change |
| BITB Bitwise Bitcoin ETF | 0.02% | 10,424 | $468K | Add +0.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.02% | 13,997 | $468K | Add +24.5% |
| FTSL First Trust Senior Loan ETF | 0.02% | 10,185 | $465K | No change |
| PNC PNC Financial Services Group | 0.02% | 2,619 | $460K | Add +24.8% |
| OI O-I Glass Inc. | 0.02% | 39,601 | $454K | Add +7.9% |
| IRT Independence Realty Trust Inc. | 0.02% | 21,191 | $450K | Reduce -72.0% |
| JHML John Hancock Multi Fact LRG | 0.02% | 6,666 | $449K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.02% | 17,861 | $449K | Reduce -9.3% |
| VHT Vanguard Health Care ETF | 0.02% | 1,687 | $447K | No change |
| STXV Strive 1000 Value ETF | 0.02% | 14,536 | $443K | Add +50.4% |
| VONG Vanguard Russell 1000 Growth | 0.02% | 4,742 | $440K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 4,668 | $437K | No change |
| LULU Lululemon Athletica Inc. | 0.02% | 1,542 | $436K | Reduce -2.6% |
| FXL First Trust Technology Alpha | 0.02% | 3,250 | $430K | No change |
| VNQ Vanguard Real Estate ETF | 0.02% | 4,702 | $426K | No change |
| AGG iShares Core U.S. Aggregate | 0.02% | 4,303 | $426K | Reduce -4.7% |
| SMH Vaneck Semiconductor ETF | 0.02% | 2,012 | $426K | Add +0.5% |
| CXT Crane NXT Co. | 0.02% | 8,130 | $418K | Reduce -21.4% |
| WY Weyerhaeuser Co. | 0.02% | 14,262 | $418K | Reduce -14.3% |
| TIP iShares Tips Bond ETF | 0.02% | 3,745 | $416K | Reduce -0.7% |
| TW Tradeweb Markets Inc. Class A | 0.02% | 2,800 | $416K | Reduce -6.7% |
| USHY iShares Broad Usd High Yield | 0.02% | 11,150 | $410K | Reduce -0.8% |
| INGR Ingredion Inc. | 0.02% | 3,002 | $406K | Reduce -0.1% |
| MBB iShares MBS ETF | 0.02% | 4,325 | $406K | Reduce -6.0% |
| PLD Prologis Inc. | 0.02% | 3,623 | $405K | Reduce -1.7% |
| STXD Strive 1000 Dividend Growth | 0.02% | 12,489 | $405K | Add +42.6% |
| CEG Constellation Energy | 0.02% | 1,972 | $398K | Add +11.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 4,310 | $396K | No change |
| GIS General Mills Inc. | 0.02% | 6,546 | $391K | Reduce -9.5% |
| EMR Emerson Electric Co. | 0.02% | 3,554 | $390K | Add +7.7% |
| IGM iShares Expanded Tech Sector | 0.02% | 4,290 | $389K | No change |
| ENB Enbridge Inc. | 0.02% | 8,745 | $387K | Reduce -1.3% |
| CTAS Cintas Corp. | 0.02% | 1,868 | $384K | Add +0.1% |
| HIG Hartford Insurance Group Inc. | 0.02% | 3,053 | $378K | Reduce -0.4% |
| PHO Invesco Water Resources ETF | 0.02% | 5,828 | $376K | No change |
| POWL Powell Industries Inc. | 0.02% | 2,205 | $376K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 8,793 | $368K | Add +14.4% |
| NVRI Enviri Corp. | 0.02% | 55,232 | $367K | No change |
| CASH Pathward Financial Inc. | 0.02% | 5,000 | $365K | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 1,044 | $365K | Reduce -21.3% |
| DRI Darden Restaurants Inc. | 0.02% | 1,740 | $362K | Add +0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.01% | 10,022 | $357K | Add +50.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.01% | 9,502 | $356K | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.01% | 1,121 | $344K | No change |
| PENN Penn Entertainment Inc. | 0.01% | 20,840 | $340K | No change |
| NFJ Virtus DVD Intrst & PRM STR | 0.01% | 27,990 | $340K | No change |
| BND Vanguard Total Bond Market | 0.01% | 4,570 | $336K | Add +36.6% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 6,672 | $335K | Reduce -0.1% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.01% | 29,876 | $335K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 689 | $334K | Reduce -0.1% |
| BDJ BlackRock Enhanced Eqty DVD | 0.01% | 38,710 | $333K | Add +5.1% |
| NXPI NXP Semiconductors NV | 0.01% | 1,750 | $333K | Reduce -78.2% |
| XLY SS Consumer Disc Select Sect | 0.01% | 1,674 | $331K | Add +12.8% |
| SNA Snap-on Inc. | 0.01% | 970 | $327K | Add +49.0% |
| ATO Atmos Energy Corp. | 0.01% | 2,110 | $326K | Add +0.2% |
| ROST Ross Stores Inc. | 0.01% | 2,547 | $325K | Reduce -3.9% |
| ADI Analog Devices Inc. | 0.01% | 1,612 | $325K | Add +0.6% |
| HWM Howmet Aerospace Inc. | 0.01% | 2,481 | $322K | Reduce -3.8% |
| CLX Clorox Company | 0.01% | 2,184 | $322K | Reduce -51.1% |
| XME SS SPDR S&P Metals Mining | 0.01% | 5,721 | $320K | Reduce -1.6% |
| CTRA Coterra Energy Inc. | 0.01% | 10,920 | $316K | Reduce -92.7% |
| FCX Freeport-McMoran Inc. | 0.01% | 8,123 | $308K | Add +11.8% |
| WTS Watts Water Technologies-A | 0.01% | 1,498 | $305K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.01% | 8,233 | $300K | New |
| KHC The Kraft Heinz Co. | 0.01% | 9,857 | $300K | Reduce -17.9% |
| ECHO Echostar Corp. Class A | 0.01% | 11,713 | $300K | Reduce -0.1% |
| INTU Intuit Inc. | 0.01% | 486 | $298K | Reduce -19.4% |
| SCHP Schwab U.S. Tips ETF | 0.01% | 11,033 | $297K | Reduce -38.9% |
| ELS Equity Lifestyle Properties | 0.01% | 4,400 | $293K | No change |
| AON Aon PLC Class A | 0.01% | 728 | $291K | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 0.01% | 3,474 | $284K | Reduce -6.0% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 2,079 | $282K | Add +1.7% |
| IYW iShares Ustechnology ETF | 0.01% | 2,008 | $282K | No change |
| ELV Elevance Health Inc. | 0.01% | 637 | $277K | Reduce -2.6% |
| FXO First Trust Financial Alphad | 0.01% | 5,200 | $276K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 3,342 | $275K | Add +0.2% |
| TBIL F/M US Treasury 3 Month Bill | 0.01% | 5,402 | $270K | No change |
| AWK American Water Works Co. Inc. | 0.01% | 1,826 | $269K | Reduce -5.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 2,761 | $269K | No change |
| DELL Dell Technologies -C | 0.01% | 2,949 | $269K | Add +12.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 2,157 | $269K | Reduce -0.9% |
| BSMQ Invesco Bulletshares 2026 MB | 0.01% | 11,363 | $268K | Reduce -15.3% |
| ADSK Autodesk Inc. | 0.01% | 1,022 | $268K | New |
| TRGP Targa Resources Corp. | 0.01% | 1,329 | $266K | Reduce -24.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 1,658 | $266K | Add +0.7% |
| XEL Xcel Energy Inc. | 0.01% | 3,723 | $264K | Add +1.3% |
| MTZ Mastec Inc. | 0.01% | 2,253 | $263K | New |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.01% | 13,023 | $262K | New |
| SCHG Schwab US Large-Cap Growth | 0.01% | 10,356 | $259K | New |
| CTSH Cognizant Tech Solutions-A | 0.01% | 3,314 | $254K | Reduce -24.9% |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 3,137 | $253K | Reduce -6.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 1,217 | $250K | Reduce -10.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 806 | $249K | Add +3.9% |
| CPB The Campbell's Company | 0.01% | 6,228 | $249K | Reduce -29.2% |
| TEL Te Connectivity PLC | 0.01% | 1,724 | $244K | Reduce -0.3% |
| USB US Bancorp | 0.01% | 5,770 | $244K | Reduce -0.2% |
| WH Wyndham Hotels & Resorts Inc. | 0.01% | 2,675 | $242K | No change |
| ROL Rollins Inc. | 0.01% | 4,432 | $239K | New |
| SPGI S&P Global Inc. | 0.01% | 469 | $238K | Reduce -6.9% |
| STXG Strive 1000 Growth ETF | 0.01% | 5,905 | $236K | New |
| VTRS Viatris Inc. | 0.01% | 26,907 | $234K | Add +30.8% |
| NUE Nucor Corp. | 0.01% | 1,937 | $233K | New |
| WPC WP Carey Inc. | 0.01% | 3,694 | $233K | New |
| JHMM John Hancock Multi Fact Mid | 0.01% | 4,055 | $232K | No change |
| EWZ iShares MSCI Brazil ETF | 0.01% | 8,970 | $232K | No change |
| JUST Goldman Sachs Just US LRG | 0.01% | 2,908 | $231K | No change |
| LINE Lineage Inc. | 0.01% | 3,920 | $230K | New |
| NEM Newmont Corp. | 0.01% | 4,755 | $230K | New |
| CMS CMS Energy Corp. | 0.01% | 3,046 | $229K | Reduce -3.3% |
| SOLV Solventum Corp. | 0.01% | 2,992 | $228K | New |
| LII Lennox International Inc. | 0.01% | 405 | $227K | Reduce -31.0% |
| MSCI MSCI Inc. | 0.01% | 398 | $225K | New |
| TRP TC Energy Corp. | 0.01% | 4,747 | $224K | Reduce -0.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.01% | 2,532 | $223K | New |
| VOX Vanguard Communication Servi | 0.01% | 1,500 | $223K | No change |
| IYJ iShares U.S. Industrials ETF | 0.01% | 1,700 | $221K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.01% | 7,775 | $220K | New |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.01% | 7,027 | $217K | New |
| GSK GSK PLC-Spon ADR | 0.01% | 5,603 | $217K | New |
| BSMS Invesco Bulletshares 2028 MB | 0.01% | 9,350 | $217K | Reduce -12.9% |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 2,635 | $214K | Reduce -0.4% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.01% | 17,007 | $214K | Add +17.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 216 | $213K | No change |
| AIG American International Group | 0.01% | 2,447 | $213K | Reduce -11.8% |
| DOV Dover Corp. | 0.01% | 1,204 | $212K | Reduce -9.8% |
| FYX First Trust Small Cap Core A | 0.01% | 2,339 | $211K | No change |
| FNY First Trust Mid Cap Growth | 0.01% | 2,800 | $210K | No change |
| EFX Equifax Inc. | 0.01% | 856 | $208K | Add +3.5% |
| DTM DT Midstream Inc. | 0.01% | 2,153 | $208K | No change |
| CHKP Check Point Software Tech | 0.01% | 909 | $207K | New |
| VIGI Vanguard Int Div App Indx FD | 0.01% | 2,487 | $206K | Reduce -7.2% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.01% | 4,326 | $205K | Reduce -12.0% |
| VLO Valero Energy Corp. | 0.01% | 1,525 | $201K | Reduce -6.9% |
| PBF PBF Energy Inc. Class A | 0.01% | 10,111 | $193K | Reduce -0.5% |
| NUV Nuveen Municipal Value | 0.01% | 21,532 | $189K | No change |
| DAN Dana Inc. | 0.01% | 12,485 | $166K | Reduce -7.8% |
| MSOS Advisorshares Pure US Cann | 0.01% | 63,036 | $165K | Reduce -64.0% |
| PML PIMCO Municipal Income FD II | 0.01% | 19,873 | $161K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 19,300 | $157K | No change |
| CLF Cleveland-Cliffs Inc. | 0.01% | 15,043 | $124K | Add +19.3% |
| FSCO FS Credit Opportunities Corp. | 0.01% | 17,358 | $122K | No change |
| HIO Western Asset Hi Inc. Opport | 0.00% | 27,183 | $108K | No change |
| SAND Sandstorm Gold Ltd. | 0.00% | 12,000 | $91K | New |
| EOSE Eos Energy Enterprises Inc. | 0.00% | 20,000 | $76K | No change |
| PACB Pacific Biosciences of Calif | 0.00% | 30,000 | $35K | No change |
| ESPR Esperion Therapeutics Inc. | 0.00% | 10,375 | $15K | No change |
| TLRY Tilray Brands Inc. | 0.00% | 17,527 | $12K | New |
| TLSA Tiziana Life Sciences Ltd. | 0.00% | 10,000 | $11K | No change |
| QVCG QVC Group Inc. | 0.00% | 10,000 | $2K | No change |