| MSFT Microsoft Corp. | 3.49% | 216,975 | $106.7M | Add +1.4% |
| AAPL Apple Inc. | 3.37% | 375,095 | $103.1M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.99% | 148,037 | $91.4M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 2.79% | 270,159 | $85.3M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.67% | 119,681 | $81.6M | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.57% | 160,721 | $78.5M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 2.55% | 240,725 | $78.1M | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 2.35% | 375,222 | $71.9M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.12% | 222,980 | $64.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 2.05% | 269,086 | $62.8M | Add +6.0% |
| META Meta Platforms Inc. Class A | 1.90% | 88,083 | $58.3M | Add +13.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.84% | 2,640,751 | $56.3M | Add +7.1% |
| NVDA Nvidia Corp. | 1.72% | 281,483 | $52.7M | Add +3.3% |
| V Visa Inc. Class A | 1.17% | 102,131 | $35.9M | Add +3.1% |
| AVGO Broadcom Inc. | 1.13% | 99,111 | $34.5M | Reduce -2.3% |
| RTX RTX Corp. | 1.07% | 177,687 | $32.7M | Reduce -0.4% |
| IBDU iShares Ibonds Dec 2029 Term | 1.04% | 1,351,617 | $31.8M | Add +4.4% |
| VYM Vanguard High DVD Yield ETF | 1.04% | 220,806 | $31.8M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.94% | 83,828 | $28.7M | Reduce -1.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.93% | 1,161,524 | $28.4M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.86% | 80,809 | $26.3M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.83% | 39,761 | $25.4M | Reduce -0.9% |
| WMT Walmart Inc. | 0.82% | 223,221 | $25.0M | Add +3.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.80% | 272,680 | $24.4M | Reduce -0.9% |
| IWD iShares Russell 1000 Value E | 0.75% | 109,139 | $23.0M | Add +0.6% |
| GRNY Fundstr Gran SH US LRG Cap | 0.74% | 913,745 | $22.6M | Add +2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.73% | 115,872 | $22.2M | Reduce -1.0% |
| ARKK ARK Innovation ETF | 0.71% | 283,857 | $21.8M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.69% | 46,759 | $21.0M | Add +7.6% |
| EPI Wisdomtree India Earnings | 0.68% | 451,781 | $20.9M | Add +0.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.66% | 829,557 | $20.2M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 39,278 | $19.8M | Reduce 0.0% |
| SCHD Schwab US DVD Equity ETF | 0.64% | 692,188 | $19.5M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.60% | 197,415 | $18.5M | Add +29.6% |
| MA Mastercard Inc. Class A | 0.59% | 31,653 | $18.1M | Add +2.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.59% | 410,945 | $18.0M | Add +9.6% |
| IVV iShares Core S&P 500 ETF | 0.58% | 25,997 | $17.9M | Add +7.8% |
| JGRO JPMorgan Active Growth ETF | 0.58% | 191,169 | $17.8M | Reduce -0.7% |
| XLK SS Technology Select Sector | 0.58% | 123,330 | $17.8M | Add +0.9% |
| ANDE The Andersons Inc. | 0.55% | 314,010 | $16.7M | Reduce -2.8% |
| APP AppLovin Corp. Class A | 0.54% | 24,379 | $16.4M | Reduce -8.3% |
| CAT Caterpillar Inc. | 0.53% | 28,329 | $16.2M | Reduce -0.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.53% | 179,839 | $16.1M | Reduce -2.3% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 123,503 | $14.9M | Reduce -3.0% |
| HD Home Depot Inc. | 0.47% | 41,676 | $14.5M | Add +3.2% |
| WELL Welltower Inc. | 0.47% | 74,144 | $14.3M | Reduce -4.5% |
| WTV Wisdomtree U.S. Value Fund | 0.46% | 150,451 | $14.1M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.46% | 42,365 | $14.1M | Add +3.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.46% | 117,297 | $14.1M | Add +1.6% |
| LLY Eli Lilly & Co. | 0.46% | 12,923 | $14.0M | Add +3.7% |
| POWL Powell Industries Inc. | 0.45% | 43,599 | $13.9M | Add +8.2% |
| PG The Procter & Gamble Co. | 0.45% | 94,289 | $13.9M | Reduce -5.7% |
| XLC SS Comm Select Sector SPDR | 0.45% | 117,411 | $13.9M | Add +0.2% |
| SHOP Shopify Inc. Class A | 0.45% | 85,930 | $13.8M | Add +10.5% |
| BLK BlackRock Inc. | 0.45% | 12,706 | $13.6M | Add +3.7% |
| JNJ Johnson & Johnson | 0.43% | 62,059 | $13.3M | Reduce -5.0% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 73,990 | $13.2M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 235,712 | $13.1M | Reduce -2.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.43% | 27,766 | $13.0M | Add +11.9% |
| NEE Nextera Energy Inc. | 0.43% | 160,549 | $13.0M | Add +7.7% |
| TLT iShares 20+ Year Treasury BD | 0.42% | 148,781 | $13.0M | Reduce -1.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.41% | 568,050 | $12.6M | Add +1.0% |
| CB Chubb Ltd. | 0.41% | 39,971 | $12.5M | Add +5.5% |
| CVX Chevron Corp. | 0.41% | 80,390 | $12.5M | Reduce -0.6% |
| PSX Phillips 66 | 0.41% | 96,544 | $12.5M | Add +22.0% |
| VRT Vertiv Holdings Co. Class A | 0.41% | 76,560 | $12.4M | Add +10.5% |
| HOOD Robinhood Markets Inc. Class A | 0.40% | 108,722 | $12.3M | Add +4.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.40% | 38,919 | $12.3M | Reduce -0.3% |
| RF Regions Financial Corp. | 0.39% | 440,794 | $11.9M | Add +4.7% |
| XOM Exxon Mobil Corp. | 0.39% | 93,391 | $11.9M | Add +2.3% |
| MS Morgan Stanley | 0.38% | 66,193 | $11.8M | Add +1.4% |
| IWF iShares Russell 1000 Growth | 0.37% | 23,863 | $11.4M | Reduce -0.7% |
| FSLR First Solar Inc. | 0.37% | 40,867 | $11.2M | Add +5.2% |
| LIN Linde PLC | 0.36% | 26,010 | $11.1M | Reduce -11.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.36% | 136,085 | $11.0M | Add +13.2% |
| QCOM Qualcomm Inc. | 0.35% | 63,246 | $10.8M | Add +0.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 184,687 | $10.7M | Add +5.3% |
| LRCX Lam Research Corp. | 0.35% | 61,759 | $10.6M | Reduce -32.6% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 47,233 | $10.4M | Add +4.6% |
| AVUV Avantis US Small Cap Value | 0.33% | 100,430 | $10.2M | Add +2.8% |
| EFA iShares MSCI Eafe ETF | 0.33% | 106,632 | $10.2M | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.33% | 47,349 | $10.2M | Add +12.2% |
| PANW Palo Alto Networks Inc. | 0.33% | 53,876 | $10.0M | Add +12.7% |
| CINF Cincinnati Financial Corp. | 0.32% | 59,523 | $9.7M | Add +0.0% |
| RDDT Reddit Inc. Class A | 0.32% | 41,891 | $9.7M | Add +83.0% |
| CR Crane Co. | 0.31% | 50,694 | $9.5M | Add +25.0% |
| LOW Lowe's Cos Inc. | 0.30% | 38,513 | $9.3M | Add +13.7% |
| AXP American Express Co. | 0.29% | 23,899 | $8.9M | Reduce -3.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 80,613 | $8.6M | Add +4.8% |
| XLF SS Financial Select Sector | 0.28% | 154,695 | $8.5M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 32,263 | $8.4M | Reduce -5.8% |
| AEP American Electric Power | 0.27% | 70,831 | $8.3M | Add +1.2% |
| AMP Ameriprise Financial Inc. | 0.27% | 16,812 | $8.2M | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.27% | 16,808 | $8.2M | Add +2.1% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.26% | 224,211 | $8.0M | Add +88.6% |
| COST Costco Wholesale Corp. | 0.26% | 9,125 | $8.0M | Add +2.0% |
| PWRD TCW Transform Systems ETF | 0.26% | 81,665 | $7.9M | Add +1.7% |
| MCD McDonald's Corp. | 0.26% | 25,318 | $7.8M | Add +10.4% |
| KO The Coca-Cola Co. | 0.25% | 110,175 | $7.8M | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.25% | 33,455 | $7.7M | Reduce -0.1% |
| HUBB Hubbell Inc. | 0.25% | 17,434 | $7.7M | Add +3.2% |
| O Realty Income Corp. | 0.25% | 133,858 | $7.6M | Reduce -1.9% |
| KRE SS SPDR S&P Regional Bank | 0.25% | 116,537 | $7.6M | Reduce -4.0% |
| SBUX Starbucks Corp. | 0.24% | 88,378 | $7.4M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.24% | 90,229 | $7.4M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 64,287 | $7.4M | Reduce -0.4% |
| GLW Corning Inc. | 0.23% | 78,641 | $7.1M | Add +8.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 9 | $6.8M | No change |
| BX Blackstone Inc. | 0.22% | 43,846 | $6.8M | Add +1.8% |
| IWM iShares Russell 2000 ETF | 0.21% | 26,476 | $6.5M | Reduce -1.4% |
| DFAC Dimensional US Core Equity 2 | 0.21% | 163,498 | $6.5M | Add +2.0% |
| NOW ServiceNow Inc. | 0.20% | 39,287 | $6.0M | Reduce -1.6% |
| IWN iShares Russell 2000 Value E | 0.20% | 33,154 | $6.0M | Reduce -0.6% |
| MO Altria Group Inc. | 0.19% | 103,374 | $6.0M | Add +0.6% |
| VZ Verizon Communications Inc. | 0.19% | 143,041 | $5.8M | Add +2.2% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.19% | 182,679 | $5.8M | Add +212.1% |
| MPC Marathon Petroleum Corp. | 0.18% | 33,512 | $5.7M | Add +0.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.18% | 62,256 | $5.6M | Reduce -1.0% |
| CRM Salesforce Inc. | 0.18% | 21,030 | $5.6M | Reduce -6.6% |
| VT Vanguard Tot World STK ETF | 0.18% | 39,276 | $5.5M | Add +112.2% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 81,973 | $5.5M | Reduce -2.7% |
| TFC Truist Financial Corp. | 0.17% | 104,094 | $5.1M | Add +0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 10,639 | $5.1M | Reduce -0.9% |
| FITB Fifth Third Bancorp | 0.17% | 108,914 | $5.1M | Add +11.3% |
| EEM iShares MSCI Emerging Market | 0.17% | 92,364 | $5.1M | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 0.16% | 191,269 | $5.0M | Reduce -2.9% |
| UBER Uber Technologies Inc. | 0.16% | 61,184 | $5.0M | Reduce -38.6% |
| PM Philip Morris International | 0.16% | 26,232 | $5.0M | Add +0.5% |
| FHN First Horizon Corp. | 0.16% | 206,198 | $4.9M | Add +2.3% |
| MELI MercadoLibre Inc. | 0.16% | 2,421 | $4.9M | Add +4.0% |
| ORCL Oracle Corp. | 0.16% | 24,650 | $4.9M | Reduce -5.6% |
| MRK Merck & Co. Inc. | 0.16% | 43,913 | $4.8M | Add +5.4% |
| GEV GE Vernova Inc. | 0.16% | 7,291 | $4.8M | Add +53.6% |
| BA The Boeing Co. | 0.15% | 21,817 | $4.7M | Add +37.9% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 88,087 | $4.7M | Reduce -1.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.15% | 108,534 | $4.7M | Reduce -0.1% |
| CGGR Cap Group Growth Equity | 0.15% | 101,640 | $4.5M | Add +74.8% |
| NBIS Nebius Group NV | 0.14% | 51,462 | $4.3M | Add +18.2% |
| RYLD Global X Russell 2000 Cov Class | 0.14% | 280,947 | $4.3M | Add +4.8% |
| SPG Simon Property Group Inc. | 0.14% | 23,014 | $4.3M | Add +3.9% |
| NOBL Proshares S&P 500 Dividend A | 0.14% | 38,917 | $4.2M | Reduce -17.5% |
| ALL Allstate Corp. | 0.14% | 20,149 | $4.2M | Add +601.8% |
| GS Goldman Sachs Group Inc. | 0.14% | 4,606 | $4.2M | Add +1.9% |
| RKT Rocket Cos Inc. Class A | 0.14% | 214,639 | $4.2M | Add +25.7% |
| PRU Prudential Financial Inc. | 0.13% | 36,392 | $4.1M | Add +1.7% |
| PFFA Virtus Infracap US Pref STCK | 0.13% | 187,186 | $4.0M | New |
| PFE Pfizer Inc. | 0.13% | 158,890 | $4.0M | Reduce -13.5% |
| CRDO Credo Technology Group Holdi | 0.13% | 27,778 | $4.0M | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.13% | 87,773 | $3.9M | Reduce -2.5% |
| PEP Pepsico Inc. | 0.13% | 26,243 | $3.8M | Reduce -24.7% |
| UPS United Parcel Service Class B | 0.13% | 38,614 | $3.8M | Add +3.8% |
| SPHD Invesco S&P 500 High Dividen | 0.12% | 79,385 | $3.8M | Reduce -0.0% |
| GBIL Goldman Sachs Access Treasur | 0.12% | 37,958 | $3.8M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.12% | 11,160 | $3.8M | Add +5.2% |
| UNP Union Pacific Corp. | 0.12% | 15,837 | $3.8M | Add +25.7% |
| HON Honeywell International Inc. | 0.12% | 18,696 | $3.7M | Add +38.2% |
| BLW BlackRock Ltd. Durat Inc. TR | 0.12% | 267,792 | $3.7M | Add +10.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 11,554 | $3.6M | Add +0.9% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.12% | 89,509 | $3.6M | Add +128.4% |
| ETN Eaton Corp. PLC | 0.12% | 11,303 | $3.6M | Add +13.6% |
| AEO American Eagle Outfitters | 0.12% | 134,017 | $3.5M | Reduce -45.7% |
| AES AES Corp. | 0.11% | 244,350 | $3.5M | Add +3.1% |
| URI United Rentals Inc. | 0.11% | 4,190 | $3.4M | Reduce -8.2% |
| BXSL Blackstone Secured Lending F | 0.11% | 125,992 | $3.3M | Reduce -2.3% |
| RKLB Rocket Lab Corp. | 0.11% | 47,337 | $3.3M | Reduce -16.9% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 52,673 | $3.3M | Add +17.2% |
| RH RH | 0.10% | 17,882 | $3.2M | New |
| BMY Bristol-Myers Squibb Co. | 0.10% | 56,458 | $3.2M | Add +6.4% |
| PGR Progressive Corp. | 0.10% | 13,760 | $3.1M | Reduce -22.0% |
| WHR Whirlpool Corp. | 0.10% | 43,407 | $3.1M | Reduce -3.5% |
| PBR Petroleo Brasileiro-Spon ADR | 0.10% | 264,118 | $3.1M | Add +6.9% |
| MAR Marriott International Class A | 0.10% | 10,044 | $3.1M | Reduce -2.3% |
| ROK Rockwell Automation Inc. | 0.10% | 7,662 | $3.0M | Add +28.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.10% | 35,762 | $3.0M | Add +7.8% |
| KEY Keycorp | 0.10% | 130,007 | $2.9M | Reduce -3.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.10% | 111,981 | $2.9M | Reduce -11.0% |
| AMAT Applied Materials Inc. | 0.09% | 10,881 | $2.8M | Add +46.4% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 8,985 | $2.8M | Reduce -3.1% |
| WFC Wells Fargo & Co. | 0.09% | 29,074 | $2.8M | Reduce -7.0% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.09% | 77,940 | $2.8M | Add +150.6% |
| ISRG Intuitive Surgical Inc. | 0.09% | 4,904 | $2.8M | Reduce -3.6% |
| XPEL Xpel Inc. | 0.09% | 55,358 | $2.8M | No change |
| STLD Steel Dynamics Inc. | 0.09% | 16,100 | $2.7M | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 4,699 | $2.7M | Add +40.6% |
| SPOT Spotify Technology SA | 0.09% | 4,677 | $2.7M | Reduce -11.3% |
| TWLO Twilio Inc. Class A | 0.09% | 19,071 | $2.7M | New |
| TEM Tempus AI Inc. Class A | 0.09% | 45,474 | $2.7M | Reduce -20.7% |
| SNOW Snowflake Inc. | 0.09% | 12,075 | $2.6M | Add +23.7% |
| ABT Abbott Laboratories | 0.08% | 20,433 | $2.6M | Add +7.0% |
| FIX Comfort Systems USA Inc. | 0.08% | 2,746 | $2.6M | Reduce -59.3% |
| KKR KKR & Co. Inc. | 0.08% | 20,040 | $2.6M | Reduce -6.9% |
| HBAN Huntington Bancshares Inc. | 0.08% | 147,217 | $2.6M | Reduce -0.5% |
| ACN Accenture PLC Class A | 0.08% | 9,410 | $2.5M | Add +9.7% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.08% | 71,073 | $2.5M | Add +103.3% |
| SBRA Sabra Health Care REIT Inc. | 0.08% | 131,523 | $2.5M | Add +5.7% |
| CFG Citizens Financial Group | 0.08% | 42,554 | $2.5M | Add +8.1% |
| ODD Oddity Tech Ltd. Class A | 0.08% | 61,064 | $2.5M | New |
| KMI Kinder Morgan Inc. | 0.08% | 77,696 | $2.4M | Add +9.4% |
| XJQCX Nuveen Credit Strategies Inc. | 0.08% | 485,467 | $2.4M | No change |
| ET Energy Transfer LP | 0.08% | 145,711 | $2.4M | Add +4.8% |
| RPM RPM International Inc. | 0.08% | 21,588 | $2.4M | Add +0.0% |
| IWY iShares Russell Top 200 Grow | 0.08% | 8,621 | $2.4M | Reduce -1.9% |
| CARR Carrier Global Corp. | 0.08% | 44,756 | $2.4M | Add +0.5% |
| SYK Stryker Corp. | 0.08% | 6,351 | $2.3M | Add +9.9% |
| BKNG Booking Holdings Inc. | 0.08% | 436 | $2.3M | Add +5.8% |
| DE Deere & Co. | 0.08% | 4,978 | $2.3M | Add +23.8% |
| T AT&T Inc. | 0.08% | 92,331 | $2.3M | Reduce -2.9% |
| COP Conocophillips | 0.07% | 24,153 | $2.3M | Add +5.4% |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 23,131 | $2.2M | Reduce -0.5% |
| PCT Purecycle Technologies Inc. | 0.07% | 259,155 | $2.2M | Add +34.9% |
| MSOS Advisorshares Pure US Cann | 0.07% | 467,466 | $2.2M | Add +29.9% |
| GNRC Generac Holdings Inc. | 0.07% | 15,884 | $2.2M | Add +605.0% |
| TGT Target Corp. | 0.07% | 21,929 | $2.1M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 13,524 | $2.1M | Add +50.4% |
| TRV The Travelers Cos Inc. | 0.07% | 7,335 | $2.1M | Reduce -0.8% |
| OTIS Otis Worldwide Corp. | 0.07% | 23,827 | $2.1M | Add +8.5% |
| ARM Arm Holdings PLC-ADR | 0.07% | 19,035 | $2.1M | Reduce -46.9% |
| CGCB Cap Group Core Bond | 0.07% | 77,989 | $2.1M | Add +203.5% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 72,516 | $2.1M | Add +1.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.07% | 7,315 | $2.0M | Reduce -3.1% |
| IVW iShares S&P 500 Growth ETF | 0.07% | 16,432 | $2.0M | Reduce -1.8% |
| C Citigroup Inc. | 0.07% | 16,959 | $2.0M | Reduce -3.1% |
| BSX Boston Scientific Corp. | 0.07% | 20,864 | $2.0M | Reduce -2.6% |
| COIN Coinbase Global Inc. Class A | 0.06% | 8,788 | $2.0M | Reduce -32.9% |
| IEMG iShares Core MSCI Emerging | 0.06% | 29,360 | $2.0M | Add +9.4% |
| PZZA Papa John's Intl Inc. | 0.06% | 51,162 | $2.0M | Reduce -49.3% |
| VGT Vanguard Info Tech ETF | 0.06% | 2,598 | $2.0M | Reduce -3.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 32,492 | $2.0M | Reduce -6.1% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 64,842 | $1.9M | Add +5.2% |
| CGMS Cap Group US Multi-Sect Bond | 0.06% | 69,784 | $1.9M | Add +234.0% |
| CMS CMS Energy Corp. | 0.06% | 27,522 | $1.9M | Add +0.0% |
| ASTS Ast Spacemobile Inc. | 0.06% | 26,323 | $1.9M | Reduce -33.8% |
| SCHW Schwab (charles) Corp. | 0.06% | 19,129 | $1.9M | Add +105.8% |
| COF Capital One Financial Corp. | 0.06% | 7,739 | $1.9M | Add +20.6% |
| ICE Intercontinental Exchange Inc. | 0.06% | 11,570 | $1.9M | Add +342.6% |
| SO The Southern Co. | 0.06% | 21,459 | $1.9M | Add +1.6% |
| GBAB Guggenheim Taxable Municipal | 0.06% | 121,622 | $1.8M | No change |
| MRSH Marsh & McLennan Cos | 0.06% | 9,667 | $1.8M | Add +44.1% |
| DJD Invesco Dow Jones Industrial | 0.06% | 31,249 | $1.8M | No change |
| VST Vistra Corp. | 0.06% | 10,994 | $1.8M | Add +54.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.06% | 41,386 | $1.8M | Add +2.4% |
| PDO PIMCO Dynamic Income Opport | 0.06% | 127,532 | $1.8M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.06% | 22,820 | $1.7M | New |
| MMM 3M Co. | 0.06% | 10,032 | $1.7M | Add +3.0% |
| NE Noble Corp. PLC | 0.06% | 61,355 | $1.7M | Add +9.2% |
| ADBE Adobe Inc. | 0.06% | 4,813 | $1.7M | Reduce -3.9% |
| INTC Intel Corp. | 0.05% | 41,499 | $1.7M | Reduce -13.3% |
| GLD SPDR Gold Shares | 0.05% | 4,188 | $1.7M | Reduce -2.8% |
| SAN Banco Santander SA-Spon ADR | 0.05% | 139,778 | $1.6M | Add +2.8% |
| FANG Diamondback Energy Inc. | 0.05% | 10,692 | $1.6M | Reduce -11.1% |
| MDT Medtronic PLC | 0.05% | 16,493 | $1.6M | Reduce -1.8% |
| TXN Texas Instruments Inc. | 0.05% | 9,258 | $1.6M | Reduce -1.1% |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 11,656 | $1.6M | Add +0.0% |
| DVY iShares Select Dividend ETF | 0.05% | 10,700 | $1.6M | Reduce -16.4% |
| RHP Ryman Hospitality Properties | 0.05% | 16,776 | $1.6M | Add +6.9% |
| PCN PIMCO Corporate & Income STR | 0.05% | 123,373 | $1.6M | No change |
| DGRO iShares Core Dividend Growth | 0.05% | 22,516 | $1.6M | Add +52.7% |
| AGG iShares Core U.S. Aggregate | 0.05% | 15,102 | $1.5M | Add +100.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 4,930 | $1.5M | Add +39.3% |
| FVD First Trust Value Line DVD | 0.05% | 32,472 | $1.5M | Add +0.3% |
| EPRT Essential Properties Realty | 0.05% | 50,000 | $1.5M | No change |
| HSY The Hershey Co. | 0.05% | 8,034 | $1.5M | Add +0.7% |
| VLO Valero Energy Corp. | 0.05% | 8,934 | $1.5M | Reduce -8.3% |
| CGMM Cap Group Small and Mid Cap | 0.05% | 49,981 | $1.4M | Add +171.3% |
| KLIP Kranesh Kweb Cov Cal STR ETF | 0.05% | 47,901 | $1.4M | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 26,120 | $1.4M | Reduce -1.6% |
| FDX FedEx Corp. | 0.05% | 4,552 | $1.4M | Add +1.6% |
| DMO Western Asset Mort Def Opp | 0.05% | 124,918 | $1.4M | Add +0.1% |
| IWX iShares Russell Top 200 Valu | 0.05% | 15,017 | $1.4M | Add +0.2% |
| WM Waste Management Inc. | 0.04% | 6,166 | $1.4M | Add +2.3% |
| CSX CSX Corp. | 0.04% | 37,768 | $1.4M | Reduce -13.4% |
| DAL Delta Air Lines Inc. | 0.04% | 19,688 | $1.4M | Add +67.0% |
| NVS Novartis AG-Sponsored ADR | 0.04% | 9,803 | $1.4M | Reduce -7.1% |
| LZB La-Z-Boy Inc. | 0.04% | 36,127 | $1.3M | Add +0.1% |
| PATH Uipath Inc. Class A | 0.04% | 81,962 | $1.3M | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 101,453 | $1.3M | Add +0.7% |
| JPST JPMorgan Ultra-Short Income | 0.04% | 25,494 | $1.3M | Add +312.6% |
| ECHO Echostar Corp. Class A | 0.04% | 11,713 | $1.3M | No change |
| CHAT Roundhill Gen AI & Tech ETF | 0.04% | 21,234 | $1.3M | New |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 25,278 | $1.3M | Add +3.6% |
| MTZ Mastec Inc. | 0.04% | 5,752 | $1.3M | Add +147.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 16,913 | $1.2M | Add +0.3% |
| TEL Te Connectivity PLC | 0.04% | 5,384 | $1.2M | Add +208.7% |
| UTF Cohen & Steers Infrastructur | 0.04% | 50,808 | $1.2M | Add +1.0% |
| IVE iShares S&P 500 Value ETF | 0.04% | 5,748 | $1.2M | Reduce -4.7% |
| EPD Enterprise Products Partners | 0.04% | 27,866 | $1.2M | Add +11.7% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.04% | 104,176 | $1.2M | Add +248.7% |
| DHR Danaher Corp. | 0.04% | 5,280 | $1.2M | Reduce -0.5% |
| IBDX iShares Ibonds Dec 2032 TC | 0.04% | 47,182 | $1.2M | Reduce -17.0% |
| TE T1 Energy Inc. | 0.04% | 180,088 | $1.2M | New |
| NSC Norfolk Southern Corp. | 0.04% | 4,162 | $1.2M | Reduce -3.4% |
| USIG iShares Broad Usd Investment | 0.04% | 22,943 | $1.2M | Add +0.1% |
| IUSG iShares Core S&P U.S. Growth | 0.04% | 6,978 | $1.2M | Reduce -3.5% |
| SCHR Schwab Intermediate-Term US | 0.04% | 46,443 | $1.2M | Add +1.2% |
| CGCP Cap Group Core Plus Income | 0.04% | 51,310 | $1.2M | Add +229.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 12,474 | $1.1M | Reduce -0.1% |
| WEC WEC Energy Group Inc. | 0.04% | 10,856 | $1.1M | Reduce -0.6% |
| CMCSA Comcast Corp. Class A | 0.04% | 38,036 | $1.1M | Reduce -20.5% |
| IGV iShares Expanded Tech-Softwa | 0.04% | 10,660 | $1.1M | Reduce -3.7% |
| CL Colgate-Palmolive Co. | 0.04% | 12,616 | $1.1M | Add +0.2% |
| CME Cme Group Inc. | 0.04% | 4,088 | $1.1M | Add +0.1% |
| MCHP Microchip Technology Inc. | 0.04% | 17,508 | $1.1M | Add +73.5% |
| PH Parker Hannifin Corp. | 0.04% | 1,267 | $1.1M | Reduce -5.6% |
| OKLO Oklo Inc. | 0.04% | 15,359 | $1.1M | Add +63.4% |
| USB US Bancorp | 0.04% | 20,617 | $1.1M | Add +13.9% |
| SMH Vaneck Semiconductor ETF | 0.04% | 3,040 | $1.1M | Reduce -14.0% |
| EWW iShares MSCI Mexico ETF | 0.04% | 15,720 | $1.1M | No change |
| BP BP PLC-Spons ADR | 0.04% | 30,945 | $1.1M | Reduce -7.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 13,149 | $1.1M | Add +2.4% |
| XRT SS SPDR S&P Retail ETF | 0.03% | 12,303 | $1.0M | Reduce -0.1% |
| FTNT Fortinet Inc. | 0.03% | 13,177 | $1.0M | Reduce -0.5% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.03% | 30,349 | $1.0M | Add +19.7% |
| XLV SS Health Care Select Sector | 0.03% | 6,728 | $1.0M | Add +14.5% |
| ORLY O'reilly Automotive Inc. | 0.03% | 11,153 | $1.0M | Reduce -16.0% |
| SCCO Southern Copper Corp. | 0.03% | 6,998 | $1.0M | Add +0.8% |
| NOC Northrop Grumman Corp. | 0.03% | 1,758 | $1.0M | Reduce -12.6% |
| SYF Synchrony Financial | 0.03% | 12,006 | $1.0M | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.03% | 12,380 | $991K | Reduce -1.6% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.03% | 8,696 | $988K | No change |
| VCIT Vanguard Int-Term Corporate | 0.03% | 11,725 | $982K | Reduce -1.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.03% | 3,882 | $982K | New |
| Q Qnity Electronics Inc. | 0.03% | 11,695 | $970K | Add +159.0% |
| IMTM iShares MSCI Intl Momentum F | 0.03% | 19,335 | $966K | Add +12.8% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.03% | 32,643 | $948K | Reduce -11.6% |
| AMT American Tower Corp. | 0.03% | 5,356 | $940K | Add +97.1% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.03% | 29,133 | $930K | Add +171.3% |
| SHW The Sherwin-Williams Co. | 0.03% | 2,842 | $921K | Add +174.8% |
| ADI Analog Devices Inc. | 0.03% | 3,380 | $917K | Reduce -22.2% |
| WSBC Wesbanco Inc. | 0.03% | 27,560 | $916K | Reduce -16.8% |
| ECL Ecolab Inc. | 0.03% | 3,461 | $909K | New |
| OI O-I Glass Inc. | 0.03% | 61,501 | $908K | Add +32.0% |
| GAP The Gap Inc. | 0.03% | 35,128 | $899K | Add +45.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 9,252 | $896K | No change |
| SCHX Schwab US Large-Cap ETF | 0.03% | 32,371 | $871K | Reduce -11.6% |
| IWO iShares Russell 2000 Growth | 0.03% | 2,686 | $868K | Reduce -2.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.03% | 6,580 | $866K | Add +0.1% |
| EMR Emerson Electric Co. | 0.03% | 6,214 | $865K | Reduce -13.2% |
| EMB iShares JP Morgan Usd Emergi | 0.03% | 8,811 | $848K | Reduce -6.3% |
| IHI iShares U.S. Medical Devices | 0.03% | 13,625 | $847K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 17,480 | $845K | Add +165.0% |
| CEG Constellation Energy | 0.03% | 2,389 | $844K | Add +34.8% |
| DUK Duke Energy Corp. | 0.03% | 7,011 | $842K | Add +4.0% |
| MCK McKesson Corp. | 0.03% | 1,014 | $832K | Add +9.7% |
| GM General Motors Co. | 0.03% | 10,034 | $830K | Reduce -70.5% |
| NVRI Enviri Corp. | 0.03% | 45,232 | $811K | No change |
| XLI SS Industrial Select Sector | 0.03% | 5,213 | $809K | Reduce -12.7% |
| KR Kroger Co. | 0.03% | 12,923 | $807K | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 15,596 | $794K | Add +229.6% |
| GILD Gilead Sciences Inc. | 0.03% | 6,422 | $788K | Add +1.2% |
| TT Trane Technologies PLC | 0.03% | 1,400 | $788K | Reduce -1.7% |
| FBND Fidelity Total Bond ETF | 0.03% | 16,971 | $781K | New |
| CRCL Circle Internet Group Inc. | 0.03% | 9,818 | $779K | New |
| EA Electronic Arts Inc. | 0.03% | 3,788 | $774K | Add +101.8% |
| ADM Archer-Daniels-Midland Co. | 0.03% | 7,451 | $773K | Add +0.1% |
| NKE Nike Inc. Class B | 0.03% | 12,104 | $771K | Reduce -14.8% |
| FMAO Farmers & Merchants Banco | 0.03% | 30,928 | $765K | Add +0.1% |
| XOP SS SPDR S&P Og Exp & Prod | 0.02% | 6,021 | $760K | Reduce -11.5% |
| JLS Nuveen Mortgage & Income | 0.02% | 41,740 | $759K | Add +0.1% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.02% | 49,679 | $754K | Reduce -5.7% |
| CVS CVS Health Corp. | 0.02% | 9,503 | $754K | Reduce -5.2% |
| PSC Principal US Small-Cap ETF | 0.02% | 12,346 | $749K | Add +0.6% |
| CATH Global X S&P 500 Ca Val ETF | 0.02% | 9,109 | $749K | Reduce -5.7% |
| UNM Unum Group | 0.02% | 9,595 | $744K | Add +0.6% |
| NRG NRG Energy Inc. | 0.02% | 4,666 | $743K | Reduce -1.3% |
| DGX Quest Diagnostics Inc. | 0.02% | 4,279 | $743K | Add +0.3% |
| RSG Republic Services Inc. | 0.02% | 2,428 | $726K | Reduce -5.7% |
| CTVA Corteva Inc. | 0.02% | 10,444 | $717K | Add +1.3% |
| NMZ Nuveen Muni Hi Inc. Opport | 0.02% | 70,170 | $715K | Add +0.1% |
| AMLP Alerian MLP ETF | 0.02% | 15,139 | $712K | Reduce -11.0% |
| D Dominion Energy Inc. | 0.02% | 12,071 | $707K | Add +1.9% |
| ATO Atmos Energy Corp. | 0.02% | 4,198 | $704K | Reduce -7.1% |
| AON Aon PLC Class A | 0.02% | 1,988 | $702K | Add +178.4% |
| MDY State Street SPDR S&P Midcap | 0.02% | 1,162 | $701K | No change |
| CMI Cummins Inc. | 0.02% | 1,362 | $695K | Reduce -4.2% |
| NDSN Nordson Corp. | 0.02% | 2,858 | $695K | Reduce -11.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.02% | 6,158 | $679K | Reduce -8.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.02% | 4,800 | $678K | No change |
| IVZ Invesco Ltd. | 0.02% | 25,515 | $670K | Reduce -0.2% |
| NZF Nuveen Municipal Credit Inc. | 0.02% | 53,192 | $669K | Reduce -9.0% |
| WPC WP Carey Inc. | 0.02% | 9,968 | $653K | New |
| GD General Dynamics Corp. | 0.02% | 1,929 | $650K | Add +2.1% |
| GT Goodyear Tire & Rubber Co. | 0.02% | 73,096 | $640K | Reduce -1.3% |
| PAG Penske Automotive Group Inc. | 0.02% | 4,000 | $633K | No change |
| VXF Vanguard Extended Market ETF | 0.02% | 3,008 | $629K | Reduce -3.7% |
| APD Air Products & Chemicals Inc. | 0.02% | 2,523 | $623K | Add +0.8% |
| BTCO Invsco GLXY BTCN ETF | 0.02% | 7,100 | $619K | Reduce -7.2% |
| MPLX MPLX LP | 0.02% | 11,569 | $617K | Add +11.9% |
| YUM Yum! Brands Inc. | 0.02% | 4,077 | $617K | Add +1.5% |
| BF.B Brown-Forman Corp. Class B | 0.02% | 23,611 | $615K | Reduce -10.2% |
| MSI Motorola Solutions Inc. | 0.02% | 1,602 | $614K | Add +1.3% |
| PPG PPG Industries Inc. | 0.02% | 5,961 | $611K | No change |
| LNT Alliant Energy Corp. | 0.02% | 9,351 | $608K | New |
| JEPI JPMorgan Equity Premium Inco | 0.02% | 10,599 | $607K | Reduce -2.1% |
| KNSL Kinsale Capital Group Inc. | 0.02% | 1,527 | $597K | New |
| IP International Paper Co. | 0.02% | 15,078 | $594K | No change |
| XME SS SPDR S&P Metals Mining | 0.02% | 5,676 | $588K | Reduce -0.0% |
| CI The Cigna Group | 0.02% | 2,083 | $587K | Add +0.9% |
| OEF iShares S&P 100 ETF | 0.02% | 1,704 | $584K | No change |
| MET Metlife Inc. | 0.02% | 7,378 | $582K | Add +1.2% |
| VONG Vanguard Russell 1000 Growth | 0.02% | 4,721 | $575K | No change |
| SPGI S&P Global Inc. | 0.02% | 1,099 | $574K | Add +0.9% |
| LNG Cheniere Energy Inc. | 0.02% | 2,946 | $573K | Add +243.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.02% | 9,854 | $571K | Add +142.3% |
| DVN Devon Energy Corp. | 0.02% | 15,537 | $569K | Add +7.0% |
| COR Cencora Inc. | 0.02% | 1,678 | $567K | Reduce -1.9% |
| XLE SS Energy Select Sector | 0.02% | 12,657 | $566K | Add +4.5% |
| PNC PNC Financial Services Group | 0.02% | 2,696 | $563K | Add +0.4% |
| XLY SS Consumer Disc Select Sect | 0.02% | 4,679 | $559K | Add +16.2% |
| ED Consolidated Edison Inc. | 0.02% | 5,606 | $557K | Add +2.0% |
| PFG Principal Financial Group | 0.02% | 6,285 | $554K | Add +0.9% |
| IGM iShares Expanded Tech Sector | 0.02% | 4,290 | $554K | No change |
| VFH Vanguard Financials ETF | 0.02% | 3,945 | $553K | Add +3.1% |
| CTAS Cintas Corp. | 0.02% | 2,928 | $551K | Add +55.7% |
| FXL First Trust Technology Alpha | 0.02% | 3,250 | $547K | No change |
| FEX First Trust Large Cap Core A | 0.02% | 4,574 | $543K | No change |
| CGHM Cap Group Muni High-Income | 0.02% | 21,088 | $537K | Add +1.2% |
| DOCU Docusign Inc. | 0.02% | 7,850 | $537K | New |
| SBFG SB Financial Group Inc. filed as SB FINL GROUP INC | 0.02% | 23,912 | $533K | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 493 | $527K | Reduce -62.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 1,154 | $523K | Add +20.6% |
| DTE DTE Energy Company | 0.02% | 4,033 | $520K | Reduce -1.8% |
| PKG Packaging Corp. of America | 0.02% | 2,520 | $520K | Add +0.3% |
| TW Tradeweb Markets Inc. Class A | 0.02% | 4,833 | $520K | Add +55.9% |
| JHML John Hancock Multi Fact LRG | 0.02% | 6,500 | $519K | No change |
| TMUS T-Mobile US Inc. | 0.02% | 2,543 | $516K | Add +0.3% |
| FRME First Merchants Corp. | 0.02% | 13,547 | $508K | Add +0.0% |
| NEM Newmont Corp. | 0.02% | 5,067 | $506K | Add +6.7% |
| ARCC Ares Capital Corp. | 0.02% | 24,996 | $506K | Reduce -6.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.02% | 7,052 | $504K | Add +0.0% |
| ITW Illinois Tool Works | 0.02% | 2,019 | $497K | Reduce -12.3% |
| DKNG Draftkings Inc. Class A | 0.02% | 14,388 | $496K | Reduce -28.4% |
| BITB Bitwise Bitcoin ETF | 0.02% | 10,424 | $496K | No change |
| SHEL Shell PLC-ADR | 0.02% | 6,678 | $491K | Add +0.1% |
| IQLT iShares MSCI International Q | 0.02% | 10,599 | $482K | New |
| BSMV Invesco Bulletshares 2031 MB | 0.02% | 22,763 | $481K | Reduce -6.9% |
| STXV Strive 1000 Value ETF | 0.02% | 14,334 | $480K | No change |
| VRP Invesco Variable Rate Prefer | 0.02% | 19,707 | $479K | No change |
| PLD Prologis Inc. | 0.02% | 3,742 | $478K | Reduce -1.7% |
| BTC Grayscale Bitcoin Mini ETF | 0.02% | 12,112 | $469K | Add +28.3% |
| FTSL First Trust Senior Loan ETF | 0.02% | 10,185 | $467K | No change |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.02% | 15,797 | $467K | Add +11.3% |
| MAS Masco Corp. | 0.02% | 7,328 | $465K | Add +0.1% |
| HWM Howmet Aerospace Inc. | 0.02% | 2,260 | $464K | No change |
| STXD Strive 1000 Dividend Growth | 0.02% | 12,489 | $463K | No change |
| PYPL PayPal Holdings Inc. | 0.02% | 7,893 | $461K | Reduce -32.1% |
| ROST Ross Stores Inc. | 0.01% | 2,547 | $459K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.01% | 11,818 | $454K | Add +16.4% |
| MLPA Global X MLP ETF | 0.01% | 9,290 | $450K | Reduce -6.5% |
| ENB Enbridge Inc. | 0.01% | 9,277 | $444K | Add +5.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 4,310 | $441K | No change |
| ADP Automatic Data Processing | 0.01% | 1,715 | $441K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 4,668 | $440K | No change |
| WSO Watsco Inc. | 0.01% | 1,268 | $433K | New |
| KVUE Kenvue Inc. | 0.01% | 24,669 | $426K | New |
| BBWI Bath & Body Works Inc. | 0.01% | 21,166 | $425K | New |
| PDI PIMCO Dynamic Income Fund | 0.01% | 23,753 | $421K | Add +1.1% |
| RGLD Royal Gold Inc. | 0.01% | 1,133 | $419K | No change |
| LECO Lincoln Electric Holdings | 0.01% | 1,726 | $414K | New |
| WTS Watts Water Technologies-A | 0.01% | 1,498 | $413K | No change |
| IWB iShares Russell 1000 ETF | 0.01% | 1,106 | $413K | Reduce -1.3% |
| PHO Invesco Water Resources ETF | 0.01% | 5,828 | $410K | No change |
| EOG EOG Resources Inc. | 0.01% | 3,898 | $409K | Add +0.0% |
| DELL Dell Technologies -C | 0.01% | 3,030 | $409K | Reduce -3.2% |
| SPGP Invesco S&P 500 Garp ETF | 0.01% | 3,575 | $407K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 7,158 | $407K | Reduce -3.2% |
| FSK FS KKR Capital Corp. | 0.01% | 27,445 | $406K | Reduce -85.4% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.01% | 16,176 | $402K | New |
| VNQ Vanguard Real Estate ETF | 0.01% | 4,532 | $401K | Reduce -4.5% |
| ZTS Zoetis Inc. | 0.01% | 3,184 | $401K | Reduce -8.3% |
| OXY Occidental Petroleum Corp. | 0.01% | 9,509 | $399K | Reduce -1.6% |
| KRC Kilroy Realty Corp. | 0.01% | 10,676 | $399K | Add +0.0% |
| USHY iShares Broad Usd High Yield | 0.01% | 10,569 | $395K | Reduce -5.0% |
| ANET Arista Networks Inc. | 0.01% | 3,012 | $395K | Add +60.3% |
| TAP Molson Coors Beverage Co. Class B | 0.01% | 8,351 | $390K | Add +0.2% |
| XEL Xcel Energy Inc. | 0.01% | 5,273 | $389K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.01% | 8,533 | $388K | Reduce -38.1% |
| DFUV Dimensional US Marketwide Va | 0.01% | 8,259 | $385K | New |
| IYW iShares Ustechnology ETF | 0.01% | 1,924 | $384K | No change |
| OKE Oneok Inc. | 0.01% | 4,262 | $384K | Reduce -3.5% |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 2,606 | $382K | New |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.01% | 14,428 | $377K | Add +0.0% |
| INTU Intuit Inc. | 0.01% | 568 | $376K | Add +3.6% |
| IRT Independence Realty Trust Inc. | 0.01% | 21,191 | $370K | No change |
| CXT Crane NXT Co. | 0.01% | 7,159 | $368K | Reduce -2.3% |
| HIG Hartford Insurance Group Inc. | 0.01% | 2,665 | $367K | Reduce -12.6% |
| BDJ BlackRock Enhanced Eqty DVD | 0.01% | 36,829 | $367K | Reduce 0.0% |
| STE Steris PLC | 0.01% | 1,430 | $363K | Add +59.1% |
| NFJ Virtus DVD Intrst & PRM STR | 0.01% | 27,990 | $361K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 3,645 | $357K | Reduce -33.1% |
| CASH Pathward Financial Inc. | 0.01% | 5,000 | $355K | No change |
| DOV Dover Corp. | 0.01% | 1,671 | $354K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 1,753 | $353K | Reduce -34.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 7,453 | $349K | New |
| APH Amphenol Corp. Class A | 0.01% | 2,519 | $340K | Add +31.7% |
| JBGS JBG Smith Properties | 0.01% | 20,000 | $340K | Reduce -33.3% |
| SNA Snap-on Inc. | 0.01% | 983 | $339K | Add +0.7% |
| GIS General Mills Inc. | 0.01% | 7,203 | $335K | Add +17.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 806 | $333K | No change |
| NUE Nucor Corp. | 0.01% | 1,865 | $327K | Add +0.4% |
| DFAT Dimensional US Target Value | 0.01% | 5,497 | $327K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 1,162 | $324K | Reduce -5.1% |
| DRI Darden Restaurants Inc. | 0.01% | 1,754 | $323K | Reduce -2.6% |
| KMB Kimberly-Clark Corp. | 0.01% | 3,178 | $321K | Reduce -25.7% |
| MRVL Marvell Technology Inc. | 0.01% | 3,718 | $316K | Add +0.5% |
| FXO First Trust Financial Alphad | 0.01% | 5,200 | $314K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 3,137 | $312K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 7,232 | $306K | Reduce -19.9% |
| CAH Cardinal Health Inc. | 0.01% | 1,483 | $305K | No change |
| JCI Johnson Controls Internation | 0.01% | 2,516 | $301K | Add +4.5% |
| STXG Strive 1000 Growth ETF | 0.01% | 5,916 | $301K | No change |
| TRGP Targa Resources Corp. | 0.01% | 1,624 | $300K | Add +11.4% |
| PINS Pinterest Inc. Class A | 0.01% | 11,547 | $299K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 1,684 | $299K | Add +1.0% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.01% | 4,026 | $297K | No change |
| TIP iShares Tips Bond ETF | 0.01% | 2,695 | $296K | Reduce -2.5% |
| WY Weyerhaeuser Co. | 0.01% | 12,500 | $296K | Add +0.2% |
| ADSK Autodesk Inc. | 0.01% | 999 | $296K | Add +2.0% |
| DAN Dana Inc. | 0.01% | 12,435 | $295K | Reduce -0.4% |
| TNL Travel + Leisure Co. | 0.01% | 4,175 | $294K | No change |
| MU Micron Technology Inc. | 0.01% | 1,017 | $290K | Reduce -36.8% |
| CASY Casey's General Stores Inc. | 0.01% | 525 | $290K | New |
| BSCT Invesco Bulletshares 2029 CB | 0.01% | 15,372 | $290K | New |
| BSCS Invesco Bulletshares 2028 CB | 0.01% | 14,043 | $289K | New |
| BSCU Invesco Bulletshares 2030 CB | 0.01% | 17,071 | $289K | New |
| PBF PBF Energy Inc. Class A | 0.01% | 10,616 | $288K | Add +5.0% |
| HL Hecla Mining Co. | 0.01% | 15,000 | $288K | New |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 7,733 | $286K | Reduce -14.1% |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 2,881 | $283K | Reduce -33.4% |
| JUST Goldman Sachs Just US LRG | 0.01% | 2,908 | $281K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 5,525 | $281K | Reduce -14.4% |
| FYX First Trust Small Cap Core A | 0.01% | 2,465 | $279K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 2,448 | $278K | No change |
| CCJ Cameco Corp. | 0.01% | 3,030 | $277K | Reduce -18.8% |
| CTRA Coterra Energy Inc. | 0.01% | 9,409 | $277K | Reduce -1.7% |
| INGR Ingredion Inc. | 0.01% | 2,502 | $276K | Reduce -16.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 3,839 | $274K | Add +28.9% |
| SCHG Schwab US Large-Cap Growth | 0.01% | 8,401 | $274K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 1,911 | $270K | No change |
| TBIL F/M US Treasury 3 Month Bill | 0.01% | 5,402 | $269K | No change |
| ELS Equity Lifestyle Properties | 0.01% | 4,437 | $269K | No change |
| NXPI NXP Semiconductors NV | 0.01% | 1,224 | $266K | No change |
| ETH Grayscale Ethereum Staking M | 0.01% | 9,433 | $265K | Reduce -42.5% |
| ROL Rollins Inc. | 0.01% | 4,250 | $264K | Reduce -1.0% |
| CMA Comerica Inc. | 0.01% | 3,023 | $263K | Add +0.8% |
| WPM Wheaton Precious Metals Corp. | 0.01% | 2,200 | $259K | Add +10.0% |
| VHT Vanguard Health Care ETF | 0.01% | 887 | $255K | No change |
| FNY First Trust Mid Cap Growth | 0.01% | 2,800 | $255K | No change |
| TRP TC Energy Corp. | 0.01% | 4,624 | $254K | No change |
| EWZ iShares MSCI Brazil ETF | 0.01% | 7,977 | $253K | Add +0.1% |
| DOW Dow Inc. | 0.01% | 10,838 | $253K | Reduce -43.2% |
| IYJ iShares U.S. Industrials ETF | 0.01% | 1,700 | $252K | No change |
| TD Toronto-Dominion Bank | 0.01% | 2,647 | $249K | No change |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.01% | 7,647 | $249K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 1,779 | $248K | Reduce -21.6% |
| MSTR Strategy Inc. | 0.01% | 1,621 | $246K | Reduce -35.7% |
| DTM DT Midstream Inc. | 0.01% | 2,053 | $246K | No change |
| WBS Webster Financial Corp. | 0.01% | 3,864 | $243K | No change |
| MSCI MSCI Inc. | 0.01% | 422 | $242K | Reduce -0.5% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 3,631 | $240K | Reduce -0.4% |
| SPYI Neos S&P 500 High Income ETF | 0.01% | 4,559 | $240K | Add +16.8% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 810 | $238K | Add +1.3% |
| MTD Mettler-Toledo International | 0.01% | 170 | $237K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 2,019 | $234K | No change |
| FUN Six Flags Entertainment Corp. | 0.01% | 15,269 | $234K | Reduce -25.4% |
| JHMM John Hancock Multi Fact Mid | 0.01% | 3,577 | $234K | Reduce -11.8% |
| BSCR Invesco Bulletshares 2027 CB | 0.01% | 11,823 | $233K | New |
| VOX Vanguard Communication Servi | 0.01% | 1,200 | $232K | Reduce -20.0% |
| XSD SS SPDR S&P Semiconductor | 0.01% | 719 | $231K | Add +13.4% |
| OGN Organon & Co. | 0.01% | 32,056 | $230K | Add +53.8% |
| ELV Elevance Health Inc. | 0.01% | 656 | $230K | Reduce -0.1% |
| EXPE Expedia Group Inc. | 0.01% | 810 | $229K | New |
| SOLS Solstice Adv Materials Inc. | 0.01% | 4,674 | $229K | Add +38.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 3,361 | $229K | Add +0.1% |
| CTSH Cognizant Tech Solutions-A | 0.01% | 2,751 | $228K | New |
| KGC Kinross Gold Corp. | 0.01% | 8,000 | $225K | New |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 1,594 | $225K | New |
| IAU iShares Gold Trust | 0.01% | 2,756 | $224K | Reduce -3.3% |
| AWK American Water Works Co. Inc. | 0.01% | 1,703 | $222K | Add +4.3% |
| AHR American Healthcare REIT Inc. | 0.01% | 4,720 | $222K | New |
| ETHA iShares Ethereum Trust ETF | 0.01% | 9,760 | $222K | Reduce -43.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 1,948 | $222K | New |
| SOFI Sofi Technologies Inc. | 0.01% | 8,392 | $220K | Reduce -19.9% |
| KLAC KLA Corp. | 0.01% | 175 | $213K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 6,474 | $212K | Reduce -2.0% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 536 | $211K | Reduce -73.5% |
| WDAY Workday Inc. Class A | 0.01% | 983 | $211K | Reduce -88.2% |
| BSMQ Invesco Bulletshares 2026 MB | 0.01% | 8,900 | $210K | Reduce -10.7% |
| STRL Sterling Infrastructure Inc. | 0.01% | 679 | $208K | Reduce -28.6% |
| SLV iShares Silver Trust | 0.01% | 3,203 | $206K | New |
| PFF iShares Preferred & Income S | 0.01% | 6,651 | $206K | New |
| CLF Cleveland-Cliffs Inc. | 0.01% | 15,350 | $204K | Add +2.2% |
| WH Wyndham Hotels & Resorts Inc. | 0.01% | 2,693 | $203K | Add +0.7% |
| XRNPX Cohen & Steers REIT and Pref | 0.01% | 10,208 | $203K | Reduce -88.6% |
| FISV Fiserv Inc. | 0.01% | 2,999 | $201K | Reduce -24.5% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 19,300 | $184K | No change |
| ZS Zscaler Inc. | 0.01% | 817 | $184K | Reduce -42.6% |
| VTRS Viatris Inc. | 0.01% | 14,241 | $179K | Reduce -16.5% |
| SMR Nuscale Power Corp. | 0.01% | 12,055 | $171K | Reduce -75.8% |
| PML PIMCO Municipal Income FD II | 0.00% | 19,873 | $150K | No change |
| RQI Cohen & Steers Qual Inc. RLTY | 0.00% | 12,592 | $144K | Reduce -26.0% |
| QS Quantumscape Corp. | 0.00% | 12,011 | $125K | Reduce -25.0% |
| FSCO FS Credit Opportunities Corp. | 0.00% | 18,771 | $118K | No change |
| NUV Nuveen Municipal Value | 0.00% | 13,032 | $118K | No change |
| BLMN Bloomin' Brands Inc. | 0.00% | 12,663 | $78K | Reduce -54.3% |
| PACB Pacific Biosciences of Calif | 0.00% | 30,300 | $57K | No change |
| TLSA Tiziana Life Sciences Ltd. | 0.00% | 10,000 | $15K | No change |
| PDYN Palladyne AI Corp. | 0.00% | 1,500 | $6K | Reduce -66.7% |