| SPYM Ste STR SPDR PT S&P 500 ETF | 12.73% | 2,262,820 | $173.2M | Add +24.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.65% | 2,876,162 | $131.3M | Add +60.3% |
| IVV iShares Core S&P 500 ETF | 4.89% | 101,778 | $66.5M | Reduce -2.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 3.99% | 916,169 | $54.3M | Add +4.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.25% | 487,806 | $44.2M | Add +3.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.96% | 711,625 | $40.3M | Reduce -2.7% |
| AGG iShares Core U.S. Aggregate | 2.85% | 390,805 | $38.8M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 2.75% | 194,711 | $37.4M | Add +1.2% |
| FBND Fidelity Total Bond ETF | 2.58% | 767,829 | $35.0M | Add +4.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.43% | 682,870 | $33.0M | Add +8.9% |
| FENY Fidelity MSCI Energy Index | 2.01% | 803,382 | $27.3M | Add +2690.9% |
| SPEM State Street SP PTF Em ETF | 1.97% | 571,782 | $26.8M | Add +32.6% |
| MSFT Microsoft Corp. | 1.97% | 72,252 | $26.7M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 1.95% | 391,985 | $26.5M | Reduce -15.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.72% | 239,252 | $23.4M | Add +3.5% |
| DGRO iShares Core Dividend Growth | 1.62% | 314,670 | $22.1M | Reduce -1.1% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.59% | 317,719 | $21.6M | Reduce -12.3% |
| MUB iShares National Muni Bond E | 1.43% | 183,680 | $19.5M | Add +4.1% |
| IJR iShares Core S&P Small-Cap E | 1.25% | 136,206 | $16.9M | Reduce -19.3% |
| VOO Vanguard S&P 500 ETF | 1.20% | 27,239 | $16.3M | Add +13.7% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 1.15% | 214,845 | $15.6M | Reduce -2.1% |
| AAPL Apple Inc. | 1.11% | 59,623 | $15.1M | Reduce -0.2% |
| CGMS Cap Group US Multi-Sect Bond | 1.00% | 497,504 | $13.5M | Add +42.4% |
| PYLD PIMCO Multisector Bond Actv | 0.99% | 514,102 | $13.5M | Add +41127.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.98% | 270,482 | $13.4M | Add +3.0% |
| BOND PIMCO Active Bond Exchange-T | 0.98% | 144,662 | $13.3M | Add +2.6% |
| OEF iShares S&P 100 ETF | 0.94% | 40,355 | $12.8M | Reduce -65.7% |
| TOTL SS Doubleline TR Tact ETF | 0.93% | 319,644 | $12.7M | Add +5.5% |
| IEMG iShares Core MSCI Emerging | 0.82% | 160,057 | $11.2M | Reduce -9.4% |
| GOOGL Alphabet Inc. Class A | 0.79% | 37,271 | $10.7M | Reduce -0.3% |
| VGLT Vanguard Long-Term Treasury | 0.77% | 188,280 | $10.4M | Add +2.0% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.67% | 379,865 | $9.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.63% | 41,211 | $8.6M | Add +0.2% |
| NVDA Nvidia Corp. | 0.56% | 43,759 | $7.6M | Reduce -0.6% |
| VPLS Vanguard Core-Plus Bond ETF | 0.55% | 97,154 | $7.5M | Add +129.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.54% | 286,653 | $7.3M | Add +19.3% |
| FENI Fidelity Enhanced Intl ETF | 0.53% | 192,746 | $7.2M | Add +78.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.52% | 166,713 | $7.1M | Add +11.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 12,076 | $7.0M | Reduce -5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.51% | 15,915 | $7.0M | Add +4.6% |
| IVE iShares S&P 500 Value ETF | 0.50% | 32,184 | $6.8M | Reduce -2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 33,137 | $6.5M | Add +113.2% |
| VXF Vanguard Extended Market ETF | 0.47% | 31,114 | $6.4M | Reduce -0.7% |
| IAUM iShares Gold Trust Micro | 0.46% | 133,915 | $6.3M | Reduce -87.6% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.40% | 166,236 | $5.5M | Add +103.2% |
| QLTY GMO U.S. Quality ETF | 0.37% | 139,323 | $5.0M | Add +436.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.36% | 43,130 | $4.8M | Add +1.3% |
| ITA iShares U.S. Aerospace & Def | 0.35% | 22,041 | $4.8M | Reduce -4.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 14,935 | $4.8M | Reduce -1.9% |
| TFLR T Rowe Price Floating RT ETF | 0.34% | 91,933 | $4.6M | New |
| AVUS Avantis U.S. Equity ETF | 0.33% | 40,867 | $4.5M | Add +40.7% |
| SPHY SS SPDR P High Yield ETF | 0.33% | 192,133 | $4.5M | Add +13.9% |
| CL Colgate-Palmolive Co. | 0.33% | 51,926 | $4.4M | Reduce -1.9% |
| FIDU Fidelity MSCI Indust Indx | 0.32% | 50,344 | $4.4M | New |
| XOP SS SPDR S&P Og Exp & Prod | 0.32% | 23,610 | $4.3M | New |
| XES SS SPDR S&P Og Eqp & Serv | 0.31% | 36,361 | $4.2M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.30% | 82,697 | $4.1M | Add +1.2% |
| JMUB JPMorgan Municipal ETF | 0.30% | 81,712 | $4.1M | Add +0.4% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.29% | 87,818 | $4.0M | Reduce -6.0% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 64,798 | $3.7M | Reduce -1.3% |
| XMMO Invesco S&P Midcap Momentum | 0.27% | 24,850 | $3.6M | Reduce -10.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 43,337 | $3.4M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 0.24% | 11,309 | $3.3M | Reduce -3.0% |
| FLQM Franklin U.S. Mid Cap Multif | 0.24% | 58,914 | $3.2M | Add +9.6% |
| ITM Vaneck Intermediate Muni ETF | 0.21% | 62,041 | $2.9M | Reduce -1.5% |
| BALT Inn Defined Wealth Shield | 0.21% | 86,074 | $2.9M | Add +3.3% |
| HYZD Wisdomtree Interest Rate Hed | 0.21% | 128,704 | $2.8M | Add +9.0% |
| XOM Exxon Mobil Corp. | 0.20% | 16,126 | $2.7M | Reduce -6.7% |
| CGMU Cap Group Municipal Income | 0.19% | 97,596 | $2.6M | Add +6.1% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 17,816 | $2.6M | Reduce -1.0% |
| GBIL Goldman Sachs Access Treasur | 0.19% | 26,260 | $2.6M | Add +5.1% |
| IAU iShares Gold Trust | 0.17% | 26,754 | $2.4M | Reduce -21.1% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 26,051 | $2.2M | Add +7.0% |
| IBD Inspire Corporate Bond ETF | 0.15% | 84,925 | $2.0M | Add +1.9% |
| IXUS iShares Core Intl Stock ETF | 0.15% | 23,363 | $2.0M | Add +9.5% |
| VNLA Janus Henderson Short Durati | 0.15% | 40,898 | $2.0M | Add +12.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.14% | 16,264 | $2.0M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.14% | 6,813 | $2.0M | Reduce -3.2% |
| QYLD Global X Nasd 100 Cov Call | 0.14% | 111,392 | $1.9M | Reduce -0.7% |
| ESGD iShares Trust iShares ESG Aw | 0.14% | 19,646 | $1.9M | Add +16.1% |
| SPTI SS SPDR P Int Term TSY ETF | 0.13% | 62,479 | $1.8M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.13% | 3,089 | $1.8M | Add +5.8% |
| CGHM Cap Group Muni High-Income | 0.12% | 65,658 | $1.7M | Add +16.6% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.12% | 49,026 | $1.6M | Reduce -1.6% |
| TCAF T Rowe PRC Cap Appreciation | 0.12% | 44,008 | $1.6M | Add +75.4% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.11% | 45,361 | $1.6M | Add +37.7% |
| T AT&T Inc. | 0.11% | 53,798 | $1.6M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 3,172 | $1.5M | Reduce -3.8% |
| USHY iShares Broad Usd High Yield | 0.11% | 41,083 | $1.5M | Add +9.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.11% | 51,543 | $1.5M | Add +12.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 11,022 | $1.5M | Reduce -9.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.11% | 2 | $1.4M | No change |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.11% | 37,355 | $1.4M | Add +13.7% |
| GSLC Goldman Activebeta US LC ETF | 0.11% | 11,448 | $1.4M | Add +0.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.10% | 9,505 | $1.4M | Reduce -20.8% |
| PTL Inspire 500 ETF | 0.10% | 5,455 | $1.4M | New |
| LEMB iShares JP Morgan Em Local C | 0.10% | 33,324 | $1.4M | Add +26.5% |
| IDV iShares International Select | 0.10% | 31,590 | $1.3M | Add +2.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 13,292 | $1.3M | Reduce -7.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.10% | 27,236 | $1.3M | Add +13.1% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.10% | 28,058 | $1.3M | Add +9.2% |
| EBND State Street SPDR Bloomberg | 0.10% | 62,691 | $1.3M | Add +45.2% |
| AVLV Avantis US Large Cap Value | 0.09% | 15,985 | $1.3M | Add +31.1% |
| FLOT iShares Floating Rate Bond E | 0.09% | 24,923 | $1.3M | Reduce -71.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 4,842 | $1.3M | Add +0.0% |
| AVGO Broadcom Inc. | 0.09% | 4,025 | $1.2M | Reduce -1.6% |
| WMT Walmart Inc. | 0.09% | 9,810 | $1.2M | Add +17.4% |
| CAT Caterpillar Inc. | 0.09% | 1,709 | $1.2M | Add +1.9% |
| CVX Chevron Corp. | 0.09% | 5,785 | $1.2M | Add +9.7% |
| JNJ Johnson & Johnson | 0.09% | 4,894 | $1.2M | Reduce -1.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.09% | 19,020 | $1.2M | Reduce -0.8% |
| CGCP Cap Group Core Plus Income | 0.09% | 52,885 | $1.2M | Add +26.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 15,593 | $1.2M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 4,773 | $1.2M | Reduce -9.6% |
| CGGR Cap Group Growth Equity | 0.08% | 28,432 | $1.1M | Add +32.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.08% | 13,979 | $1.1M | Add +13.1% |
| SCHW Schwab (charles) Corp. | 0.08% | 11,528 | $1.1M | Reduce -11.9% |
| USFR Wisdomtree Floating Rate Tre | 0.08% | 21,405 | $1.1M | Add +10.3% |
| NFLX Netflix Inc. | 0.08% | 11,070 | $1.1M | Reduce -25.1% |
| HGER Harbor Commodity All Weather | 0.08% | 34,184 | $1.1M | Add +5.5% |
| MUNI PIMCO Intermediate Municipal | 0.08% | 19,763 | $1.0M | Add +0.3% |
| EMB iShares JP Morgan Usd Emergi | 0.07% | 10,828 | $1.0M | Reduce -4.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.07% | 38,523 | $1.0M | Add +0.9% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.07% | 27,735 | $996K | Add +20.7% |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 4,603 | $990K | Add +1.2% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.07% | 39,128 | $970K | Add +9.0% |
| DON Wisdomtree US Midcap Dividen | 0.07% | 18,235 | $958K | Reduce -2.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.07% | 17,299 | $921K | Reduce -0.4% |
| HMOP Hartford Municipal Opp ETF | 0.07% | 23,677 | $917K | Add +20.0% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.07% | 21,922 | $901K | Add +2.9% |
| LOW Lowe's Cos Inc. | 0.07% | 3,739 | $884K | Reduce -5.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.06% | 10,671 | $881K | Add +17.4% |
| LMT Lockheed Martin Corp. | 0.06% | 1,433 | $866K | Reduce -1.7% |
| PRU Prudential Financial Inc. | 0.06% | 8,823 | $862K | Add +3.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.06% | 19,021 | $857K | Reduce -7.5% |
| VONG Vanguard Russell 1000 Growth | 0.06% | 7,716 | $846K | Add +14.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 1,290 | $839K | Add +0.2% |
| FHLC Fidelity MSCI Health Care | 0.06% | 11,700 | $823K | Add +51.6% |
| HDV iShares Core High Dividend E | 0.06% | 6,044 | $820K | Add +0.4% |
| MU Micron Technology Inc. | 0.06% | 2,424 | $819K | Reduce -29.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.06% | 3,883 | $808K | Reduce -96.5% |
| BIBL Inspire 100 ETF | 0.06% | 17,053 | $804K | Reduce -52.8% |
| RTX RTX Corp. | 0.06% | 4,162 | $803K | Add +11.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.06% | 5,479 | $794K | Add +0.6% |
| SIVR Abrdn Physical Silver Shares | 0.06% | 10,909 | $781K | Add +6.9% |
| IQLT iShares MSCI International Q | 0.06% | 16,316 | $754K | Reduce -0.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.06% | 4,359 | $748K | No change |
| CSCO Cisco Systems Inc. | 0.05% | 9,187 | $713K | Add +1.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.05% | 24,134 | $712K | Add +22.2% |
| ABBV Abbvie Inc. | 0.05% | 3,202 | $696K | Reduce -11.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.05% | 7,523 | $684K | Add +2.2% |
| VLO Valero Energy Corp. | 0.05% | 2,752 | $680K | Reduce -1.0% |
| INTC Intel Corp. | 0.05% | 15,252 | $673K | Add +26.8% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.05% | 17,083 | $662K | Reduce -3.7% |
| VZ Verizon Communications Inc. | 0.05% | 12,865 | $646K | Reduce -17.0% |
| SCHM Schwab US Mid Cap ETF | 0.05% | 20,841 | $645K | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 10,000 | $641K | Add +0.6% |
| CDL Victoryshares US Large Cap H | 0.05% | 8,505 | $634K | Add +0.7% |
| GLD SPDR Gold Shares | 0.05% | 1,464 | $630K | Reduce -6.9% |
| AMD Advanced Micro Devices | 0.05% | 3,086 | $628K | Reduce -38.4% |
| MRK Merck & Co. Inc. | 0.05% | 5,132 | $617K | Reduce -0.4% |
| JHMM John Hancock Multi Fact Mid | 0.05% | 9,193 | $617K | Reduce -1.0% |
| GM General Motors Co. | 0.04% | 8,199 | $611K | Add +17.5% |
| GILD Gilead Sciences Inc. | 0.04% | 4,383 | $611K | Add +17.8% |
| AVEM Avantis Emerging Markets Eq | 0.04% | 7,444 | $600K | Add +79.9% |
| FUTY Fidelity MSCI US Utilities | 0.04% | 10,105 | $597K | Add +0.8% |
| TSLA Tesla Inc. | 0.04% | 1,590 | $591K | Reduce -13.7% |
| BLES Inspire Global Hope ETF | 0.04% | 13,204 | $586K | Reduce -5.6% |
| C Citigroup Inc. | 0.04% | 5,019 | $569K | Add +2.4% |
| LRCX Lam Research Corp. | 0.04% | 2,602 | $556K | Reduce -2.5% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 4,861 | $550K | Reduce -18.5% |
| MRSH Marsh & McLennan Cos | 0.04% | 3,107 | $539K | Add +0.5% |
| TPSC Timothy Plan US Small Cap Co. | 0.04% | 12,625 | $536K | Add +0.6% |
| MA Mastercard Inc. Class A | 0.04% | 1,064 | $531K | Reduce -5.6% |
| HD Home Depot Inc. | 0.04% | 1,582 | $520K | Reduce -1.2% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,827 | $518K | Reduce -22.0% |
| STX Seagate Technology Holdings | 0.04% | 1,301 | $510K | Add +0.5% |
| CSB Victoryshares US Small Cap H | 0.04% | 7,950 | $491K | Reduce -13.7% |
| ROK Rockwell Automation Inc. | 0.04% | 1,346 | $483K | Add +24.8% |
| XLK SS Technology Select Sector | 0.04% | 3,605 | $479K | Reduce -15.1% |
| LLY Eli Lilly & Co. | 0.03% | 516 | $475K | Add +10.0% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.03% | 11,009 | $468K | New |
| ITOT iShares Core S&P Total U.S. | 0.03% | 3,277 | $467K | Reduce -26.9% |
| GEV GE Vernova Inc. | 0.03% | 534 | $466K | Add +16.9% |
| ABT Abbott Laboratories | 0.03% | 4,436 | $455K | Reduce -9.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.03% | 2,886 | $455K | Reduce -94.8% |
| PVAL Putnam Focused LRG Cap Value | 0.03% | 9,789 | $454K | Add +61.4% |
| MPC Marathon Petroleum Corp. | 0.03% | 1,849 | $451K | Add +13.1% |
| XLV SS Health Care Select Sector | 0.03% | 2,905 | $426K | Reduce -5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 8,688 | $424K | Reduce -1.5% |
| AMAT Applied Materials Inc. | 0.03% | 1,224 | $418K | New |
| VGSH Vanguard Short-Term Treasury | 0.03% | 7,112 | $416K | Add +0.6% |
| ORCL Oracle Corp. | 0.03% | 2,823 | $415K | Reduce -43.6% |
| HON Honeywell International Inc. | 0.03% | 1,808 | $409K | Reduce -8.5% |
| QCOM Qualcomm Inc. | 0.03% | 3,136 | $404K | Reduce -5.6% |
| CB Chubb Ltd. | 0.03% | 1,214 | $396K | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.03% | 2,665 | $385K | Reduce -1.9% |
| COST Costco Wholesale Corp. | 0.03% | 384 | $383K | Reduce -1.8% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 9,529 | $366K | Add +18.1% |
| SGOL Abrdn Physical Gold Shares | 0.03% | 8,190 | $365K | Reduce -13.2% |
| AXP American Express Co. | 0.03% | 1,206 | $365K | Reduce -20.1% |
| GLW Corning Inc. | 0.03% | 2,678 | $364K | Reduce -6.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 1,257 | $361K | Add +9.5% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 11,679 | $358K | Add +3.7% |
| GS Goldman Sachs Group Inc. | 0.03% | 417 | $353K | Reduce -25.0% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 2,250 | $344K | Reduce -23.4% |
| CGCB Cap Group Core Bond | 0.03% | 13,083 | $344K | Add +66.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 5,777 | $341K | Reduce -28.5% |
| EZM Wisdomtree US Midcap Fund | 0.02% | 4,897 | $329K | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.02% | 4,281 | $326K | Reduce -1.2% |
| DUK Duke Energy Corp. | 0.02% | 2,432 | $318K | New |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.02% | 9,542 | $318K | Add +15.5% |
| V Visa Inc. Class A | 0.02% | 1,052 | $318K | Reduce -2.9% |
| WFC Wells Fargo & Co. | 0.02% | 3,891 | $310K | Reduce -0.5% |
| XSD SS SPDR S&P Semiconductor | 0.02% | 948 | $309K | Reduce -93.1% |
| NUV Nuveen Municipal Value | 0.02% | 34,339 | $309K | Add +0.7% |
| PEP Pepsico Inc. | 0.02% | 1,978 | $307K | Add +2.2% |
| VONV Vanguard Russell 1000 Value | 0.02% | 3,252 | $305K | No change |
| DES Wisdomtree US Smallcap Divid | 0.02% | 8,400 | $302K | Reduce -17.3% |
| MCD McDonald's Corp. | 0.02% | 966 | $300K | Add +7.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 2,477 | $293K | Reduce -12.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,750 | $279K | Reduce -32.5% |
| MO Altria Group Inc. | 0.02% | 4,206 | $278K | Reduce -7.8% |
| PFE Pfizer Inc. | 0.02% | 9,629 | $270K | Reduce -7.4% |
| MCK McKesson Corp. | 0.02% | 312 | $270K | New |
| DLN Wisdomtree US Largecap Divid | 0.02% | 3,005 | $268K | Add +5.5% |
| CVS CVS Health Corp. | 0.02% | 3,721 | $267K | Add +0.6% |
| FITB Fifth Third Bancorp | 0.02% | 5,728 | $266K | No change |
| COF Capital One Financial Corp. | 0.02% | 1,454 | $265K | Reduce -5.0% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 4,305 | $261K | Reduce -1.9% |
| SPG Simon Property Group Inc. | 0.02% | 1,390 | $259K | Add +0.4% |
| MAS Masco Corp. | 0.02% | 4,267 | $258K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 2,626 | $253K | Reduce -13.0% |
| KLAC KLA Corp. | 0.02% | 168 | $248K | New |
| PSX Phillips 66 | 0.02% | 1,352 | $246K | New |
| FULT Fulton Financial Corp. | 0.02% | 11,980 | $244K | No change |
| EMR Emerson Electric Co. | 0.02% | 1,841 | $241K | Add +0.1% |
| RIVN Rivian Automotive Inc. Class A | 0.02% | 15,778 | $237K | No change |
| DVY iShares Select Dividend ETF | 0.02% | 1,514 | $229K | Reduce -20.3% |
| MS Morgan Stanley | 0.02% | 1,372 | $226K | Add +1.0% |
| TSN Tyson Foods Inc. Class A | 0.02% | 3,497 | $224K | Reduce -5.9% |
| TRV The Travelers Cos Inc. | 0.02% | 744 | $217K | Reduce -1.2% |
| AZO AutoZone Inc. | 0.02% | 64 | $216K | No change |
| FDX FedEx Corp. | 0.02% | 601 | $214K | Reduce -34.7% |
| NEM Newmont Corp. | 0.02% | 1,953 | $211K | Reduce -25.3% |
| SMB Vaneck Short Muni ETF | 0.02% | 11,885 | $206K | Reduce -1.4% |
| MDT Medtronic PLC | 0.01% | 2,326 | $202K | Add +0.5% |
| APH Amphenol Corp. Class A | 0.01% | 1,585 | $200K | Add +0.8% |
| FTNJ FR New Jersey Muni Inc. ETF | 0.01% | 14,425 | $125K | Add +0.6% |
| RIG Transocean Ltd. | 0.01% | 15,956 | $106K | New |