| VEA Vanguard Ftse Developed ETF | 8.37% | 3,306,390 | $163.4M | Add +5.7% |
| VWO Vanguard Ftse Emerging Marke | 5.43% | 2,458,408 | $106.0M | Add +8.4% |
| VTI VG Morningstar TS MKT ETF-US | 4.47% | 333,135 | $87.2M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.20% | 1,116,274 | $81.9M | Add +12.2% |
| VOO Vanguard S&P 500 ETF | 4.07% | 161,780 | $79.4M | Reduce -2.9% |
| VTC Vanguard Total Corporate BND | 3.83% | 999,491 | $74.7M | Add +8.6% |
| GOVT iShares US Treasury Bond ETF | 3.48% | 2,997,326 | $67.9M | Add +8.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.37% | 1,365,745 | $65.7M | Add +12.3% |
| AAPL Apple Inc. | 2.65% | 260,718 | $51.7M | Add +4.0% |
| NVDA Nvidia Corp. | 2.36% | 414,908 | $46.0M | Add +3.5% |
| IEMG iShares Core MSCI Emerging | 2.24% | 845,765 | $43.7M | Add +19.4% |
| MSFT Microsoft Corp. | 1.97% | 99,061 | $38.5M | Reduce -1.8% |
| MUB iShares National Muni Bond E | 1.83% | 349,835 | $35.8M | Add +19.2% |
| AMZN Amazon.com Inc. | 1.52% | 160,599 | $29.7M | Add +14.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.29% | 514,152 | $25.1M | Add +6.7% |
| META Meta Platforms Inc. Class A | 1.27% | 45,637 | $24.8M | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 39,184 | $20.5M | Add +32.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.03% | 177,367 | $20.1M | Add +8.8% |
| SCHF Schwab Intl Equity ETF | 0.90% | 911,946 | $17.5M | Add +38.1% |
| GOOG Alphabet Inc. Class C | 0.78% | 95,213 | $15.2M | Add +7.2% |
| GOOGL Alphabet Inc. Class A | 0.76% | 94,830 | $14.9M | Add +10.3% |
| USHY iShares Broad Usd High Yield | 0.75% | 409,744 | $14.6M | Add +3.4% |
| SCMB Schwab Municipal Bond ETF | 0.73% | 574,349 | $14.2M | Add +15.7% |
| TSLA Tesla Inc. | 0.72% | 55,957 | $14.1M | Add +38.8% |
| AVGO Broadcom Inc. | 0.64% | 69,073 | $12.6M | Add +37.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.63% | 50,702 | $12.4M | Reduce -9.8% |
| ORCL Oracle Corp. | 0.61% | 89,236 | $11.8M | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.58% | 55,134 | $11.3M | Reduce -25.7% |
| LLY Eli Lilly & Co. | 0.55% | 14,668 | $10.7M | Add +3.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.55% | 43,427 | $10.7M | Add +142.3% |
| VIGI Vanguard Int Div App Indx FD | 0.54% | 130,878 | $10.5M | Add +2.5% |
| SCHB Schwab US Broad Market ETF | 0.52% | 492,766 | $10.1M | Add +4357.8% |
| JPM JPMorgan Chase & Co. | 0.51% | 42,499 | $10.0M | Add +4.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.47% | 128,133 | $9.1M | Add +5.3% |
| NFLX Netflix Inc. | 0.46% | 9,871 | $9.1M | Add +6.2% |
| WFC Wells Fargo & Co. | 0.45% | 141,297 | $8.8M | Reduce -13.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 19,386 | $8.8M | Add +28.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 16,012 | $8.5M | Add +0.0% |
| V Visa Inc. Class A | 0.43% | 25,385 | $8.5M | Add +4.2% |
| AVUS Avantis U.S. Equity ETF | 0.41% | 91,607 | $8.0M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.39% | 14,095 | $7.6M | Add +4.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.38% | 277,518 | $7.3M | Add +2.7% |
| UNH Unitedhealth Group Inc. | 0.37% | 12,096 | $7.3M | Reduce -5.4% |
| AVDV Avantis Intl S/C Value ETF | 0.37% | 106,773 | $7.2M | Add +13.4% |
| PG The Procter & Gamble Co. | 0.36% | 42,046 | $7.0M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.33% | 37,245 | $6.5M | Add +44.2% |
| XOM Exxon Mobil Corp. | 0.33% | 62,645 | $6.5M | Add +6.8% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.33% | 67,149 | $6.4M | Add +21.6% |
| AVUV Avantis US Small Cap Value | 0.33% | 80,941 | $6.4M | Reduce -4.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.31% | 91,050 | $6.1M | Add +12.0% |
| WMT Walmart Inc. | 0.30% | 63,541 | $5.9M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.29% | 5,821 | $5.6M | Add +6.5% |
| MA Mastercard Inc. Class A | 0.28% | 10,777 | $5.5M | Add +3.9% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 100,055 | $5.4M | Add +33.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.28% | 151,984 | $5.4M | Add +6.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.25% | 83,445 | $4.9M | Add +30.0% |
| HD Home Depot Inc. | 0.24% | 13,450 | $4.8M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 6 | $4.7M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 28,911 | $4.7M | Add +0.0% |
| VXUS Vanguard Total Intl Stock | 0.24% | 77,662 | $4.7M | Add +33.0% |
| AVDE Avantis International Equity | 0.23% | 69,424 | $4.5M | Reduce -7.6% |
| PM Philip Morris International | 0.23% | 28,730 | $4.4M | Add +9.0% |
| CRM Salesforce Inc. | 0.22% | 16,811 | $4.3M | Add +0.9% |
| VT Vanguard Tot World STK ETF | 0.21% | 37,624 | $4.2M | Add +17.1% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 43,414 | $4.1M | Add +79.0% |
| JNJ Johnson & Johnson | 0.21% | 26,747 | $4.1M | Add +11.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 10,922 | $3.9M | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.20% | 53,407 | $3.8M | Add +4.2% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 32,806 | $3.8M | Add +6.3% |
| VGT Vanguard Info Tech ETF | 0.19% | 7,207 | $3.7M | Reduce -19.0% |
| VGIT Vanguard Intermediate-Term T | 0.19% | 63,662 | $3.7M | Add +8.4% |
| ABT Abbott Laboratories | 0.19% | 29,190 | $3.7M | Add +51.9% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 41,480 | $3.7M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 18,796 | $3.5M | Add +4.7% |
| T AT&T Inc. | 0.17% | 123,247 | $3.3M | Add +7.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.16% | 42,268 | $3.2M | New |
| ISRG Intuitive Surgical Inc. | 0.16% | 6,432 | $3.2M | Add +5.4% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 17,234 | $3.1M | Add +3.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 18,279 | $3.1M | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 25,254 | $3.1M | Add +6.1% |
| VGK Vanguard Ftse Europe ETF | 0.16% | 44,609 | $3.0M | Reduce -0.6% |
| AXP American Express Co. | 0.15% | 11,550 | $2.9M | Add +1.3% |
| VNQ Vanguard Real Estate ETF | 0.15% | 34,176 | $2.9M | Add +20.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 11,953 | $2.8M | Add +4.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 18,400 | $2.8M | Add +0.3% |
| XLK SS Technology Select Sector | 0.14% | 13,574 | $2.7M | Reduce -7.8% |
| AVEM Avantis Emerging Markets Eq | 0.14% | 46,363 | $2.7M | Reduce -13.5% |
| IWV iShares Russell 3000 ETF | 0.14% | 8,804 | $2.7M | Add +3.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 10,717 | $2.5M | Add +109.6% |
| GS Goldman Sachs Group Inc. | 0.13% | 5,038 | $2.5M | Add +2.9% |
| SCHD Schwab US DVD Equity ETF | 0.13% | 96,852 | $2.5M | Add +6.5% |
| INTU Intuit Inc. | 0.12% | 4,134 | $2.4M | Add +6.4% |
| CSCO Cisco Systems Inc. | 0.12% | 42,325 | $2.4M | Add +6.7% |
| VONG Vanguard Russell 1000 Growth | 0.12% | 26,868 | $2.4M | Reduce -3.3% |
| NYF iShares New York Muni Bond E | 0.12% | 46,684 | $2.4M | Add +0.4% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 112,167 | $2.4M | Add +264.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 64,967 | $2.3M | Reduce -1.9% |
| PGR Progressive Corp. | 0.12% | 8,462 | $2.3M | Add +6.0% |
| RTX RTX Corp. | 0.12% | 18,016 | $2.3M | Add +8.4% |
| BKNG Booking Holdings Inc. | 0.12% | 499 | $2.3M | Add +4.0% |
| MCD McDonald's Corp. | 0.11% | 7,230 | $2.2M | Add +18.0% |
| IWM iShares Russell 2000 ETF | 0.11% | 12,124 | $2.2M | Add +34.3% |
| CDNS Cadence Design SYS Inc. | 0.11% | 8,583 | $2.2M | Add +1.1% |
| SPGI S&P Global Inc. | 0.11% | 4,758 | $2.2M | Add +5.3% |
| CTAS Cintas Corp. | 0.11% | 10,593 | $2.2M | Add +2.4% |
| VONV Vanguard Russell 1000 Value | 0.11% | 28,128 | $2.2M | Reduce -1.3% |
| NOW ServiceNow Inc. | 0.11% | 2,761 | $2.2M | Add +10.4% |
| BLK BlackRock Inc. | 0.11% | 2,458 | $2.2M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.11% | 7,545 | $2.2M | Add +10.7% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.11% | 88,546 | $2.1M | Add +8.1% |
| VXF Vanguard Extended Market ETF | 0.11% | 13,308 | $2.1M | Reduce -0.6% |
| AMD Advanced Micro Devices | 0.11% | 22,687 | $2.1M | Add +27.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.11% | 4,355 | $2.1M | Add +19.9% |
| CAT Caterpillar Inc. | 0.11% | 7,148 | $2.1M | Reduce -2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 16,185 | $2.1M | Add +5.9% |
| CVX Chevron Corp. | 0.10% | 15,023 | $2.0M | Add +9.2% |
| BSX Boston Scientific Corp. | 0.10% | 21,555 | $2.0M | Add +6.5% |
| ADP Automatic Data Processing | 0.10% | 6,735 | $2.0M | Add +7.0% |
| VGSH Vanguard Short-Term Treasury | 0.10% | 33,365 | $2.0M | Add +86.6% |
| LIN Linde PLC | 0.10% | 4,408 | $1.9M | Add +14.6% |
| CEG Constellation Energy | 0.10% | 9,351 | $1.9M | Reduce -1.6% |
| AVES Avantis Emerging Markets Val | 0.10% | 42,885 | $1.9M | Add +25.1% |
| FTC First Trust Large Cap Growth | 0.10% | 15,400 | $1.9M | New |
| ADBE Adobe Inc. | 0.10% | 5,439 | $1.9M | Add +2.2% |
| TMUS T-Mobile US Inc. | 0.10% | 7,186 | $1.9M | Add +6.6% |
| MRSH Marsh & McLennan Cos | 0.09% | 7,833 | $1.8M | Add +5.3% |
| MSI Motorola Solutions Inc. | 0.09% | 4,322 | $1.8M | Add +6.2% |
| HYD Vaneck High Yield Muni ETF | 0.09% | 37,028 | $1.8M | Add +7.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.09% | 22,928 | $1.8M | Reduce -0.3% |
| APP AppLovin Corp. Class A | 0.09% | 7,095 | $1.8M | Add +12.2% |
| HON Honeywell International Inc. | 0.09% | 8,924 | $1.8M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.09% | 8,013 | $1.8M | Reduce -3.0% |
| QCOM Qualcomm Inc. | 0.09% | 12,594 | $1.8M | Add +6.5% |
| UBER Uber Technologies Inc. | 0.09% | 24,161 | $1.7M | Add +17.5% |
| PH Parker Hannifin Corp. | 0.09% | 3,064 | $1.7M | Add +1.0% |
| PANW Palo Alto Networks Inc. | 0.09% | 10,283 | $1.7M | Add +15.4% |
| DUK Duke Energy Corp. | 0.09% | 14,354 | $1.7M | Add +3.7% |
| SUB iShares Short-Term National | 0.09% | 16,131 | $1.7M | Add +93.3% |
| CB Chubb Ltd. | 0.09% | 5,965 | $1.7M | Reduce -0.4% |
| AMAT Applied Materials Inc. | 0.09% | 11,628 | $1.7M | Add +9.6% |
| GILD Gilead Sciences Inc. | 0.09% | 16,259 | $1.7M | Add +20.6% |
| COP Conocophillips | 0.08% | 19,149 | $1.7M | Add +2.1% |
| VPL Vanguard Ftse Pacific ETF | 0.08% | 23,471 | $1.6M | No change |
| AMP Ameriprise Financial Inc. | 0.08% | 3,494 | $1.6M | Add +0.1% |
| ETN Eaton Corp. PLC | 0.08% | 5,872 | $1.6M | Add +7.1% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 52,046 | $1.6M | No change |
| SCHG Schwab US Large-Cap Growth | 0.08% | 66,386 | $1.6M | Add +29.3% |
| PPC Pilgrim's Pride Corp. | 0.08% | 30,603 | $1.6M | Reduce -7.6% |
| MRK Merck & Co. Inc. | 0.08% | 19,836 | $1.6M | Reduce -44.2% |
| IAGG iShares Intl Aggregate Bond | 0.08% | 31,168 | $1.6M | Add +0.5% |
| ESGV Vanguard ESG US Stock ETF | 0.08% | 16,595 | $1.6M | Add +550.0% |
| APH Amphenol Corp. Class A | 0.08% | 23,597 | $1.5M | Add +0.5% |
| CI The Cigna Group | 0.08% | 4,658 | $1.5M | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.08% | 43,462 | $1.5M | Add +19.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 4,056 | $1.5M | Add +26.9% |
| SO The Southern Co. | 0.08% | 17,055 | $1.5M | Add +5.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.08% | 27,576 | $1.5M | No change |
| DLN Wisdomtree US Largecap Divid | 0.08% | 20,048 | $1.5M | Add +145.5% |
| MCK McKesson Corp. | 0.08% | 2,163 | $1.5M | Add +8.0% |
| KLAC KLA Corp. | 0.08% | 2,211 | $1.5M | Add +65.3% |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 29,471 | $1.5M | Add +5.5% |
| C Citigroup Inc. | 0.07% | 23,577 | $1.5M | Add +35.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 17,083 | $1.5M | Reduce -4.0% |
| ORLY O'reilly Automotive Inc. | 0.07% | 1,036 | $1.4M | Add +13.1% |
| FISV Fiserv Inc. | 0.07% | 6,889 | $1.4M | Add +4.7% |
| RVMD Revolution Medicines Inc. | 0.07% | 40,000 | $1.4M | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.07% | 7,438 | $1.4M | Add +6.3% |
| WM Waste Management Inc. | 0.07% | 6,217 | $1.4M | Add +5.9% |
| PEP Pepsico Inc. | 0.07% | 9,815 | $1.4M | Add +2.5% |
| DE Deere & Co. | 0.07% | 3,067 | $1.4M | Add +10.2% |
| RJF Raymond James Financial Inc. | 0.07% | 10,318 | $1.4M | Add +450.0% |
| ANET Arista Networks Inc. | 0.07% | 19,035 | $1.4M | Add +5.8% |
| GEV GE Vernova Inc. | 0.07% | 4,263 | $1.4M | Add +3.0% |
| XLF SS Financial Select Sector | 0.07% | 29,352 | $1.4M | Add +0.1% |
| ACN Accenture PLC Class A | 0.07% | 4,789 | $1.4M | Reduce -11.2% |
| SYK Stryker Corp. | 0.07% | 3,876 | $1.4M | Add +5.6% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.07% | 33,699 | $1.4M | Add +76.6% |
| VZ Verizon Communications Inc. | 0.07% | 30,886 | $1.4M | Reduce -3.0% |
| CPNG Coupang Inc. | 0.07% | 62,297 | $1.3M | Add +1.1% |
| MS Morgan Stanley | 0.07% | 12,398 | $1.3M | Add +3.6% |
| VTHR Vanguard Russell 3000 | 0.07% | 5,652 | $1.3M | Add +0.1% |
| SNPS Synopsys Inc. | 0.07% | 3,104 | $1.3M | Reduce -8.0% |
| PWR Quanta Services Inc. | 0.07% | 4,843 | $1.3M | Add +1.4% |
| SBUX Starbucks Corp. | 0.07% | 15,145 | $1.3M | Add +12.1% |
| LMT Lockheed Martin Corp. | 0.07% | 2,712 | $1.3M | Reduce -9.1% |
| IWB iShares Russell 1000 ETF | 0.07% | 4,384 | $1.3M | Reduce -46.0% |
| WMB Williams Cos Inc. | 0.07% | 22,729 | $1.3M | Add +12.0% |
| AVLV Avantis US Large Cap Value | 0.07% | 21,238 | $1.3M | Add +10.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.07% | 18,343 | $1.3M | New |
| URI United Rentals Inc. | 0.07% | 2,175 | $1.3M | Add +0.6% |
| CARR Carrier Global Corp. | 0.06% | 21,377 | $1.3M | Add +0.4% |
| SCHW Schwab (charles) Corp. | 0.06% | 16,307 | $1.3M | Add +11.9% |
| EFA iShares MSCI Eafe ETF | 0.06% | 15,858 | $1.3M | No change |
| IVE iShares S&P 500 Value ETF | 0.06% | 7,010 | $1.2M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 7,851 | $1.2M | Add +1.6% |
| SMLF iShares US Smallcap Equity F | 0.06% | 21,170 | $1.2M | New |
| OKE Oneok Inc. | 0.06% | 14,545 | $1.2M | Add +4.3% |
| IWY iShares Russell Top 200 Grow | 0.06% | 5,861 | $1.2M | Add +0.0% |
| WELL Welltower Inc. | 0.06% | 8,379 | $1.2M | Add +16.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 3,576 | $1.2M | Add +4.2% |
| XLP SS Consumer Staples Sel Sect | 0.06% | 14,773 | $1.2M | Reduce -0.7% |
| CPRT Copart Inc. | 0.06% | 19,767 | $1.2M | Add +13.6% |
| LRCX Lam Research Corp. | 0.06% | 17,362 | $1.2M | Add +15.8% |
| DASH DoorDash Inc. Class A | 0.06% | 6,419 | $1.2M | Add +15.1% |
| GPN Global Payments Inc. | 0.06% | 13,580 | $1.2M | Reduce -24.4% |
| IDXX Idexx Laboratories Inc. | 0.06% | 2,921 | $1.1M | Add +14.7% |
| FYBR Frontier Communications Pare | 0.06% | 31,718 | $1.1M | Add +13.8% |
| UNP Union Pacific Corp. | 0.06% | 5,135 | $1.1M | Add +10.4% |
| TDG Transdigm Group Inc. | 0.06% | 853 | $1.1M | Add +11.8% |
| FEX First Trust Large Cap Core A | 0.06% | 11,679 | $1.1M | New |
| HCA HCA Healthcare Inc. | 0.06% | 3,332 | $1.1M | Add +20.2% |
| AIG American International Group | 0.06% | 13,438 | $1.1M | Add +3.2% |
| ICE Intercontinental Exchange Inc. | 0.06% | 7,065 | $1.1M | Add +15.2% |
| SHW The Sherwin-Williams Co. | 0.06% | 3,238 | $1.1M | Add +13.9% |
| KMB Kimberly-Clark Corp. | 0.05% | 7,647 | $1.1M | Reduce -32.9% |
| HWM Howmet Aerospace Inc. | 0.05% | 8,482 | $1.1M | Add +9.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.05% | 3,527 | $1.1M | Add +64.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.05% | 22,103 | $1.1M | Reduce -2.7% |
| NEE Nextera Energy Inc. | 0.05% | 16,023 | $1.1M | Add +5.7% |
| MCO Moody's Corp. | 0.05% | 2,427 | $1.0M | Add +5.8% |
| SPG Simon Property Group Inc. | 0.05% | 6,972 | $1.0M | Add +3.6% |
| DHI D.R. Horton Inc. | 0.05% | 8,617 | $1.0M | Add +14.4% |
| TT Trane Technologies PLC | 0.05% | 2,969 | $1.0M | Reduce -0.5% |
| ALL Allstate Corp. | 0.05% | 5,310 | $1.0M | Reduce -0.5% |
| ADSK Autodesk Inc. | 0.05% | 3,943 | $1.0M | Add +10.3% |
| ED Consolidated Edison Inc. | 0.05% | 9,168 | $1.0M | Add +2.3% |
| TMFG Motley Fool Global Opp | 0.05% | 36,508 | $986K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.05% | 38,960 | $986K | Add +113.7% |
| BX Blackstone Inc. | 0.05% | 7,624 | $970K | Add +3.6% |
| CMCSA Comcast Corp. Class A | 0.05% | 28,688 | $967K | Reduce -7.7% |
| MU Micron Technology Inc. | 0.05% | 13,766 | $957K | Add +3.0% |
| SCHY Schwab International DVD ETF | 0.05% | 38,305 | $949K | No change |
| COF Capital One Financial Corp. | 0.05% | 5,870 | $945K | Add +1.8% |
| AFL Aflac Inc. | 0.05% | 8,775 | $937K | Reduce -0.4% |
| GRMN Garmin Ltd. | 0.05% | 4,911 | $932K | Add +4.1% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 2,118 | $928K | Reduce -3.0% |
| BA The Boeing Co. | 0.05% | 5,907 | $926K | Add +19.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.05% | 41,722 | $921K | Add +17.3% |
| RBLX Roblox Corp. Class A | 0.05% | 16,076 | $921K | Add +37.4% |
| UNM Unum Group | 0.05% | 12,221 | $920K | Add +9.1% |
| KMI Kinder Morgan Inc. | 0.05% | 34,469 | $912K | Add +1.9% |
| TRGP Targa Resources Corp. | 0.05% | 5,576 | $912K | Add +6.3% |
| IWF iShares Russell 1000 Growth | 0.05% | 2,605 | $912K | Reduce -0.9% |
| INTF iShares International Equity | 0.05% | 30,267 | $905K | New |
| XLC SS Comm Select Sector SPDR | 0.05% | 9,907 | $904K | Add +0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 3,821 | $902K | Reduce -4.5% |
| TXN Texas Instruments Inc. | 0.05% | 6,047 | $893K | Add +0.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.04% | 15,380 | $875K | New |
| AZO AutoZone Inc. | 0.04% | 233 | $853K | Add +1.8% |
| MO Altria Group Inc. | 0.04% | 15,043 | $852K | Reduce -22.6% |
| EMLP First Trust North American E | 0.04% | 24,213 | $845K | Add +0.4% |
| CL Colgate-Palmolive Co. | 0.04% | 8,972 | $843K | Reduce -27.6% |
| NSC Norfolk Southern Corp. | 0.04% | 3,845 | $839K | Add +6.9% |
| ROP Roper Technologies Inc. | 0.04% | 1,496 | $838K | Add +6.5% |
| CME Cme Group Inc. | 0.04% | 3,198 | $836K | Add +14.2% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 9,209 | $832K | No change |
| SCHA Schwab US Small-Cap ETF | 0.04% | 38,459 | $831K | Add +55.3% |
| MAR Marriott International Class A | 0.04% | 3,636 | $819K | Reduce -1.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.04% | 4,694 | $809K | Reduce -4.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 1,195 | $799K | Reduce -1.6% |
| ROST Ross Stores Inc. | 0.04% | 5,628 | $796K | Reduce -4.3% |
| APO Apollo Global Management Inc. | 0.04% | 6,321 | $796K | Add +23.2% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 16,587 | $791K | Add +45.3% |
| SPOT Spotify Technology SA | 0.04% | 1,436 | $781K | Add +15.3% |
| PCAR Paccar Inc. | 0.04% | 8,594 | $777K | Add +2.1% |
| GDX Vaneck Gold Miners ETF | 0.04% | 15,572 | $774K | New |
| XLE SS Energy Select Sector | 0.04% | 9,804 | $773K | Reduce -1.1% |
| CVS CVS Health Corp. | 0.04% | 11,110 | $772K | Add +18.1% |
| AON Aon PLC Class A | 0.04% | 2,046 | $770K | Add +9.6% |
| DFIV Dimensional International Va | 0.04% | 20,560 | $769K | New |
| ADI Analog Devices Inc. | 0.04% | 4,287 | $768K | Reduce -2.7% |
| MSCI MSCI Inc. | 0.04% | 1,417 | $768K | Add +0.9% |
| EQIX Equinix Inc. | 0.04% | 988 | $767K | Reduce -4.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.04% | 12,274 | $765K | Add +71.6% |
| BKR Baker Hughes Co. | 0.04% | 19,894 | $755K | Add +5.5% |
| VRSK Verisk Analytics Inc. | 0.04% | 2,549 | $744K | Add +20.9% |
| ITW Illinois Tool Works | 0.04% | 3,181 | $739K | Reduce -3.8% |
| OTIS Otis Worldwide Corp. | 0.04% | 7,606 | $738K | Add +18.8% |
| SCHM Schwab US Mid Cap ETF | 0.04% | 30,255 | $737K | Add +0.0% |
| USB US Bancorp | 0.04% | 19,453 | $736K | Reduce -15.1% |
| EOG EOG Resources Inc. | 0.04% | 6,755 | $733K | Reduce -13.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 11,309 | $732K | Reduce -1.2% |
| TRV The Travelers Cos Inc. | 0.04% | 2,978 | $730K | Add +13.0% |
| DGRO iShares Core Dividend Growth | 0.04% | 12,488 | $729K | Add +1.6% |
| ROK Rockwell Automation Inc. | 0.04% | 3,174 | $728K | Add +1.8% |
| MPC Marathon Petroleum Corp. | 0.04% | 5,866 | $724K | Reduce -3.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 10,872 | $721K | Add +3.0% |
| IWD iShares Russell 1000 Value E | 0.04% | 4,085 | $719K | Add +0.1% |
| PNC PNC Financial Services Group | 0.04% | 4,718 | $717K | Reduce -1.9% |
| AR Antero Resources Corp. | 0.04% | 21,655 | $717K | Reduce -0.3% |
| MET Metlife Inc. | 0.04% | 10,028 | $716K | Add +0.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.04% | 3,358 | $713K | Reduce -2.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.04% | 717 | $713K | Add +2.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.04% | 13,066 | $704K | No change |
| SHEL Shell PLC-ADR | 0.04% | 11,296 | $701K | Add +3.4% |
| EQT Eqt Corp. | 0.04% | 14,099 | $700K | Add +15.1% |
| NVS Novartis AG-Sponsored ADR | 0.04% | 6,501 | $699K | Add +2.4% |
| IXUS iShares Core Intl Stock ETF | 0.04% | 10,340 | $698K | No change |
| AEP American Electric Power | 0.04% | 6,665 | $697K | Add +8.1% |
| FAST Fastenal Co. | 0.04% | 8,644 | $697K | Add +18.7% |
| ECL Ecolab Inc. | 0.04% | 2,961 | $697K | Add +8.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 7,979 | $694K | Add +87.1% |
| ANSS Ansys Inc. | 0.04% | 2,329 | $690K | Add +5.2% |
| MNST Monster Beverage Corp. | 0.04% | 11,836 | $688K | Reduce -2.5% |
| COR Cencora Inc. | 0.04% | 2,415 | $687K | Reduce -1.6% |
| EW Edwards Lifesciences Corp. | 0.04% | 9,860 | $684K | Add +18.1% |
| EPD Enterprise Products Partners | 0.04% | 23,051 | $683K | Add +0.3% |
| FHN First Horizon Corp. | 0.04% | 40,304 | $683K | Reduce -5.4% |
| DHR Danaher Corp. | 0.04% | 3,617 | $683K | Reduce -35.6% |
| SPEM State Street SP PTF Em ETF | 0.03% | 18,181 | $681K | Reduce -9.1% |
| RSG Republic Services Inc. | 0.03% | 2,767 | $675K | Add +9.9% |
| NOC Northrop Grumman Corp. | 0.03% | 1,256 | $671K | Add +1.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 4,179 | $660K | Reduce -2.9% |
| IT Gartner Inc. | 0.03% | 1,647 | $659K | Reduce -10.9% |
| MRVL Marvell Technology Inc. | 0.03% | 12,301 | $657K | Add +30.7% |
| GD General Dynamics Corp. | 0.03% | 2,361 | $653K | Reduce -1.5% |
| ELV Elevance Health Inc. | 0.03% | 1,483 | $652K | Add +32.6% |
| AMT American Tower Corp. | 0.03% | 3,038 | $648K | Add +7.6% |
| AME Ametek Inc. | 0.03% | 4,061 | $646K | Add +7.5% |
| EXE Expand Energy Corp. | 0.03% | 6,214 | $643K | Add +11.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.03% | 7,143 | $642K | Add +11.8% |
| PSX Phillips 66 | 0.03% | 6,581 | $641K | Reduce -4.0% |
| NEM Newmont Corp. | 0.03% | 11,613 | $638K | Add +28.9% |
| VLO Valero Energy Corp. | 0.03% | 5,757 | $637K | Reduce -12.5% |
| FTNT Fortinet Inc. | 0.03% | 6,451 | $630K | Add +11.1% |
| LNG Cheniere Energy Inc. | 0.03% | 2,815 | $620K | Add +2.2% |
| XLV SS Health Care Select Sector | 0.03% | 4,524 | $619K | Add +0.1% |
| FICO Fair Isaac Corp. | 0.03% | 323 | $610K | Add +9.9% |
| ACGL Arch Capital Group Ltd. | 0.03% | 6,596 | $608K | Reduce -37.5% |
| MDT Medtronic PLC | 0.03% | 7,318 | $607K | Add +26.1% |
| DRVN Driven Brands Holdings Inc. | 0.03% | 37,518 | $605K | Add +0.4% |
| BR Broadridge Financial Solutio | 0.03% | 2,609 | $604K | Add +30.3% |
| ARCC Ares Capital Corp. | 0.03% | 29,907 | $595K | Add +0.4% |
| JAZZ Jazz Pharmaceuticals PLC | 0.03% | 5,912 | $594K | Reduce -13.3% |
| EBAY eBay Inc. | 0.03% | 9,195 | $594K | Add +6.9% |
| BND Vanguard Total Bond Market | 0.03% | 8,170 | $588K | Reduce -27.5% |
| JCI Johnson Controls Internation | 0.03% | 7,562 | $588K | Add +2.4% |
| PAYX Paychex Inc. | 0.03% | 3,959 | $581K | Add +25.1% |
| KR Kroger Co. | 0.03% | 8,472 | $578K | Add +9.8% |
| HES Hess Corp. | 0.03% | 4,496 | $578K | Add +15.1% |
| DAL Delta Air Lines Inc. | 0.03% | 14,102 | $577K | Add +3.4% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 11,362 | $576K | Add +8.3% |
| IEUR iShares Core MSCI Europe ETF | 0.03% | 9,808 | $574K | No change |
| PTC PTC Inc. | 0.03% | 3,947 | $574K | Reduce -2.0% |
| VRSN Verisign Inc. | 0.03% | 2,318 | $573K | Add +42.6% |
| YUM Yum! Brands Inc. | 0.03% | 3,933 | $570K | Add +5.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.03% | 8,278 | $567K | Add +3.0% |
| ODFL Old Dominion Freight Line | 0.03% | 3,722 | $567K | Add +2.5% |
| XEL Xcel Energy Inc. | 0.03% | 8,136 | $566K | Add +9.7% |
| OXY Occidental Petroleum Corp. | 0.03% | 15,022 | $566K | Add +18.8% |
| DLR Digital Realty Trust Inc. | 0.03% | 3,896 | $565K | Reduce -4.1% |
| EMR Emerson Electric Co. | 0.03% | 5,621 | $565K | Add +5.6% |
| EFX Equifax Inc. | 0.03% | 2,557 | $563K | Add +0.0% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 4,398 | $563K | Add +0.5% |
| MPWR Monolithic Power Systems Inc. | 0.03% | 1,054 | $562K | Add +57.1% |
| SNOW Snowflake Inc. | 0.03% | 3,856 | $559K | Add +22.3% |
| KKR KKR & Co. Inc. | 0.03% | 5,465 | $554K | Add +26.5% |
| COIN Coinbase Global Inc. Class A | 0.03% | 3,158 | $554K | Add +78.8% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.03% | 22,641 | $551K | Add +1.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 7,075 | $550K | Add +12.4% |
| NET Cloudflare Inc. Class A | 0.03% | 5,151 | $547K | Add +32.7% |
| HOOD Robinhood Markets Inc. Class A | 0.03% | 12,424 | $543K | Add +28.9% |
| HIG Hartford Insurance Group Inc. | 0.03% | 4,650 | $540K | Add +11.5% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 3,326 | $539K | Add +21.2% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.03% | 9,116 | $539K | Reduce -5.1% |
| SAP Sap SE-Sponsored ADR | 0.03% | 2,058 | $533K | Add +6.8% |
| CHD Church & Dwight Co. Inc. | 0.03% | 5,106 | $533K | Add +12.9% |
| PLD Prologis Inc. | 0.03% | 5,530 | $532K | Add +2.9% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 7,925 | $531K | Reduce -19.5% |
| KD Kyndryl Holdings Inc. | 0.03% | 18,012 | $530K | Add +20.0% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 6,655 | $530K | Reduce -0.0% |
| CAH Cardinal Health Inc. | 0.03% | 3,982 | $525K | Add +4.0% |
| MUSA Murphy USA Inc. | 0.03% | 1,019 | $524K | Reduce -20.9% |
| FCX Freeport-McMoran Inc. | 0.03% | 15,698 | $524K | Reduce -6.2% |
| SSRM SSR Mining Inc. | 0.03% | 48,988 | $523K | Reduce -0.0% |
| PYPL PayPal Holdings Inc. | 0.03% | 8,225 | $515K | Add +37.7% |
| SEB Seaboard Corp. | 0.03% | 202 | $513K | Add +59.1% |
| PFE Pfizer Inc. | 0.03% | 23,249 | $509K | Reduce -24.6% |
| OGN Organon & Co. | 0.03% | 45,557 | $509K | Reduce -54.7% |
| STT State Street Corp. | 0.03% | 6,410 | $509K | Add +4.2% |
| FDX FedEx Corp. | 0.03% | 2,424 | $504K | Add +4.1% |
| LPLA LPL Financial Holdings Inc. | 0.03% | 1,606 | $500K | Add +1.8% |
| RY Royal Bank of Canada | 0.03% | 4,404 | $499K | Reduce -10.3% |
| OHI Omega Healthcare Investors | 0.03% | 13,159 | $498K | Add +2.0% |
| ROL Rollins Inc. | 0.03% | 9,000 | $497K | Add +10.2% |
| CBOE Cboe Global Markets Inc. | 0.03% | 2,309 | $497K | Add +4.2% |
| MPLX MPLX LP | 0.03% | 10,297 | $496K | Add +0.5% |
| AM Antero Midstream Corp. | 0.03% | 30,727 | $495K | Add +31.3% |
| TTWO Take-Two Interactive Softwre | 0.03% | 2,328 | $494K | Add +13.4% |
| APD Air Products & Chemicals Inc. | 0.03% | 1,834 | $493K | Add +8.3% |
| FYC First Trust Small Cap Growth | 0.03% | 7,624 | $493K | New |
| PEG Public Service Enterprise GP | 0.03% | 5,987 | $492K | Reduce -2.0% |
| DFSV Dimensional US Small Cap Val | 0.03% | 19,420 | $491K | New |
| IR Ingersoll-Rand Inc. | 0.03% | 6,693 | $489K | Add +9.4% |
| GM General Motors Co. | 0.02% | 11,041 | $482K | Add +10.8% |
| VEEV Veeva Systems Inc. Class A | 0.02% | 2,200 | $480K | Add +4.1% |
| LEN Lennar Corp. Class A | 0.02% | 4,497 | $473K | Add +13.3% |
| SCHV Schwab US Large-Cap Value | 0.02% | 18,988 | $471K | Add +13.8% |
| BURL Burlington Stores Inc. | 0.02% | 1,954 | $471K | Reduce -28.8% |
| AXON Axon Enterprise Inc. | 0.02% | 825 | $469K | Add +22.8% |
| VHT Vanguard Health Care ETF | 0.02% | 1,887 | $468K | Add +2.8% |
| CBRE CBRE Group Inc. Class A | 0.02% | 4,031 | $467K | Add +7.6% |
| VFH Vanguard Financials ETF | 0.02% | 4,183 | $465K | Add +20.2% |
| XLI SS Industrial Select Sector | 0.02% | 3,687 | $463K | Reduce -3.8% |
| DG Dollar General Corp. | 0.02% | 5,161 | $460K | New |
| PODD Insulet Corp. | 0.02% | 1,804 | $458K | Add +26.1% |
| CSX CSX Corp. | 0.02% | 16,220 | $454K | Add +4.6% |
| WDAY Workday Inc. Class A | 0.02% | 2,005 | $454K | Add +69.5% |
| DFS Discover Financial Services | 0.02% | 2,871 | $451K | Add +2.5% |
| TSCO Tractor Supply Company | 0.02% | 8,714 | $450K | Add +2.5% |
| IAUM iShares Gold Trust Micro | 0.02% | 13,860 | $447K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.02% | 19,610 | $446K | No change |
| FANG Diamondback Energy Inc. | 0.02% | 3,450 | $445K | Add +5.3% |
| SYY Sysco Corp. | 0.02% | 6,301 | $444K | Reduce -9.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 6,049 | $443K | Add +74.3% |
| XLY SS Consumer Disc Select Sect | 0.02% | 2,330 | $442K | Reduce -2.9% |
| AGNC AGNC Investment Corp. | 0.02% | 52,785 | $441K | Add +24.4% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.02% | 3,745 | $440K | Add +32.7% |
| WST West Pharmaceutical Services | 0.02% | 2,076 | $437K | Add +26.4% |
| IHI iShares U.S. Medical Devices | 0.02% | 7,741 | $437K | Reduce -1.1% |
| NTSX Wisdomtree US Efficient Core | 0.02% | 10,054 | $435K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 12,363 | $430K | Add +27.6% |
| REGN Regeneron Pharmaceuticals | 0.02% | 773 | $428K | Reduce -54.7% |
| XLB SS Materials Select Sector | 0.02% | 5,268 | $424K | Add +4.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 12,483 | $424K | Reduce -0.6% |
| RMD Resmed Inc. | 0.02% | 1,977 | $423K | Reduce -2.7% |
| CMS CMS Energy Corp. | 0.02% | 5,818 | $418K | Add +17.8% |
| ZS Zscaler Inc. | 0.02% | 2,108 | $418K | New |
| AVMV Avantis US Mid Cap Val ETF | 0.02% | 7,342 | $417K | New |
| ZION Zions Bancorp NA | 0.02% | 9,880 | $415K | Add +0.8% |
| DGX Quest Diagnostics Inc. | 0.02% | 2,525 | $414K | Add +17.8% |
| VDE Vanguard Energy ETF | 0.02% | 3,775 | $413K | Reduce -0.1% |
| SNSR Global X Internet of Things | 0.02% | 13,653 | $412K | New |
| CTSH Cognizant Tech Solutions-A | 0.02% | 5,831 | $409K | Add +8.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 3,519 | $407K | No change |
| VST Vistra Corp. | 0.02% | 3,632 | $406K | Add +23.1% |
| ABNB Airbnb Inc. Class A | 0.02% | 3,517 | $403K | Add +0.3% |
| DOV Dover Corp. | 0.02% | 2,477 | $402K | Add +0.6% |
| CMI Cummins Inc. | 0.02% | 1,400 | $400K | Add +3.5% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.02% | 15,721 | $395K | Add +27.7% |
| TFC Truist Financial Corp. | 0.02% | 11,162 | $395K | Reduce -9.6% |
| MMM 3M Co. | 0.02% | 2,898 | $394K | Reduce -1.8% |
| CMA Comerica Inc. | 0.02% | 7,708 | $393K | Reduce -2.1% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.02% | 7,883 | $393K | Add +2.5% |
| ZTS Zoetis Inc. | 0.02% | 2,563 | $383K | Add +5.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.02% | 8,597 | $382K | Reduce -4.7% |
| UPS United Parcel Service Class B | 0.02% | 3,930 | $382K | Add +25.4% |
| GEHC GE Healthcare Technology | 0.02% | 6,068 | $381K | Add +7.0% |
| ET Energy Transfer LP | 0.02% | 23,289 | $380K | Add +0.9% |
| TPL Texas Pacific Land Corp. | 0.02% | 307 | $379K | Add +26.3% |
| TM Toyota Motor Corp. -Spon ADR | 0.02% | 2,236 | $379K | Reduce -0.5% |
| RGA Reinsurance Group of America | 0.02% | 2,126 | $379K | Reduce -16.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.02% | 1,592 | $379K | Add +7.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.02% | 2,439 | $377K | Reduce -5.2% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.02% | 13,036 | $377K | Add +33.5% |
| SYF Synchrony Financial | 0.02% | 8,161 | $376K | Add +6.0% |
| NLY Annaly Capital Management Inc. | 0.02% | 21,192 | $371K | Add +10.1% |
| VMC Vulcan Materials Co. | 0.02% | 1,530 | $371K | Add +5.2% |
| DFAT Dimensional US Target Value | 0.02% | 7,916 | $370K | Reduce -31.9% |
| SONY Sony Group Corp. - SP ADR | 0.02% | 16,108 | $370K | Add +3.6% |
| QRVO Qorvo Inc. | 0.02% | 6,521 | $367K | Add +14.3% |
| CFG Citizens Financial Group | 0.02% | 10,506 | $366K | Reduce -15.5% |
| SNV Synovus Financial Corp. | 0.02% | 9,222 | $365K | Reduce -1.9% |
| SMH Vaneck Semiconductor ETF | 0.02% | 1,810 | $364K | Add +2.4% |
| INTC Intel Corp. | 0.02% | 18,424 | $364K | New |
| SRE Sempra | 0.02% | 5,302 | $362K | Reduce -13.1% |
| EFV iShares MSCI Eafe Value ETF | 0.02% | 6,395 | $362K | No change |
| NWSA News Corp. Class A | 0.02% | 13,792 | $361K | Add +1.5% |
| BRO Brown & Brown Inc. | 0.02% | 3,034 | $361K | Add +22.6% |
| NTAP Netapp Inc. | 0.02% | 4,361 | $360K | Add +16.1% |
| WAB Wabtec Corp. | 0.02% | 2,098 | $360K | Add +0.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.02% | 4,598 | $360K | Reduce -10.7% |
| PSK SS SPDR Ice Pref Sec ETF | 0.02% | 11,581 | $360K | Add +1.7% |
| A Agilent Technologies Inc. | 0.02% | 3,486 | $358K | Reduce -6.7% |
| TOST Toast Inc. Class A | 0.02% | 10,506 | $358K | New |
| PRU Prudential Financial Inc. | 0.02% | 3,613 | $357K | Reduce -0.3% |
| ETR Entergy Corp. | 0.02% | 4,353 | $356K | Add +2.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.02% | 7,003 | $349K | Add +21.1% |
| GWRE Guidewire Software Inc. | 0.02% | 1,825 | $348K | Add +14.7% |
| KEYS Keysight Technologies Inc. | 0.02% | 2,592 | $346K | Add +6.6% |
| AFRM Affirm Holdings Inc. | 0.02% | 8,529 | $345K | New |
| TTE Totalenergies SE -Spon ADR | 0.02% | 6,140 | $345K | Add +2.4% |
| HBAN Huntington Bancshares Inc. | 0.02% | 26,696 | $344K | Reduce -4.9% |
| DVY iShares Select Dividend ETF | 0.02% | 2,772 | $344K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 29,658 | $344K | Add +4.0% |
| UAL United Airlines Holdings Inc. | 0.02% | 5,206 | $342K | Add +14.3% |
| WSM Williams-Sonoma Inc. | 0.02% | 2,302 | $341K | Add +12.5% |
| KVUE Kenvue Inc. | 0.02% | 15,389 | $340K | Add +18.0% |
| CPAY Corpay Inc. | 0.02% | 1,110 | $339K | Add +3.2% |
| PWV Invesco Large Cap Value ETF | 0.02% | 6,223 | $339K | No change |
| DGS Wisdomtree Em Small Cap | 0.02% | 7,237 | $336K | No change |
| UL Unilever PLC | 0.02% | 5,418 | $335K | Add +3.8% |
| K Kellanova | 0.02% | 4,032 | $332K | Reduce -14.4% |
| PHM Pultegroup Inc. | 0.02% | 3,493 | $330K | Add +14.5% |
| MP MP Materials Corp. | 0.02% | 14,411 | $327K | Add +41.6% |
| WTW Willis Towers Watson PLC | 0.02% | 1,014 | $326K | Add +7.6% |
| DVA Davita Inc. | 0.02% | 2,095 | $326K | Add +17.8% |
| WBS Webster Financial Corp. | 0.02% | 7,614 | $323K | Reduce -0.2% |
| EWBC East West Bancorp Inc. | 0.02% | 4,455 | $321K | Reduce -1.2% |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 2,974 | $320K | No change |
| JWN Nordstrom Inc. | 0.02% | 13,374 | $318K | Add +15.4% |
| FITB Fifth Third Bancorp | 0.02% | 9,327 | $316K | Reduce -7.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 783 | $314K | Add +0.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.02% | 29,781 | $314K | Add +38.7% |
| TXT Textron Inc. | 0.02% | 4,771 | $313K | Reduce -8.2% |
| WAL Western Alliance Bancorp | 0.02% | 4,951 | $313K | Reduce -3.9% |
| TEAM Atlassian Corp. Class A | 0.02% | 1,577 | $313K | Add +73.3% |
| PKG Packaging Corp. of America | 0.02% | 1,639 | $310K | Reduce -11.3% |
| PNR Pentair PLC | 0.02% | 3,759 | $309K | Add +5.9% |
| CCL Carnival Corp. | 0.02% | 17,490 | $309K | Add +18.7% |
| LNC Lincoln National Corp. | 0.02% | 10,438 | $308K | Add +11.0% |
| DTM DT Midstream Inc. | 0.02% | 3,318 | $308K | Add +5.6% |
| CVNA Carvana Co. | 0.02% | 1,491 | $307K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.02% | 6,788 | $307K | Add +4.2% |
| BROS Dutch Bros Inc. Class A | 0.02% | 5,315 | $306K | New |
| EA Electronic Arts Inc. | 0.02% | 2,138 | $306K | Reduce -13.2% |
| D Dominion Energy Inc. | 0.02% | 5,777 | $305K | Reduce -6.9% |
| NUE Nucor Corp. | 0.02% | 2,737 | $304K | Add +6.2% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.02% | 6,400 | $304K | New |
| CTRA Coterra Energy Inc. | 0.02% | 12,072 | $304K | Add +15.3% |
| EXC Exelon Corp. | 0.02% | 6,592 | $303K | Add +2.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.02% | 4,676 | $303K | No change |
| DOCS Doximity Inc. Class A | 0.02% | 5,704 | $301K | Reduce -0.4% |
| TMFM Motley Fool Mid-Cap Growth | 0.02% | 12,570 | $301K | No change |
| MLM Martin Marietta Materials | 0.02% | 612 | $301K | Add +14.6% |
| TYL Tyler Technologies Inc. | 0.02% | 529 | $301K | Add +28.4% |
| BLDR Builders Firstsource Inc. | 0.02% | 2,455 | $297K | Add +21.1% |
| SNY Sanofi-ADR | 0.02% | 5,750 | $296K | Add +5.9% |
| PEY Invesco High Yield Equity Di | 0.02% | 15,303 | $296K | No change |
| NDAQ Nasdaq Inc. | 0.02% | 4,112 | $294K | Add +10.0% |
| RIVN Rivian Automotive Inc. Class A | 0.01% | 25,486 | $292K | Add +59.6% |
| CTVA Corteva Inc. | 0.01% | 4,913 | $291K | Add +4.3% |
| MHK Mohawk Industries Inc. | 0.01% | 2,752 | $289K | Reduce -9.9% |
| AZEK The Azek Co. Inc. | 0.01% | 6,061 | $287K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 30,659 | $286K | Add +106.6% |
| FBIN Fortune Brands Innovations I | 0.01% | 5,513 | $286K | Add +1.2% |
| ULTA Ulta Beauty Inc. | 0.01% | 789 | $285K | Add +2.5% |
| WCN Waste Connections Inc. | 0.01% | 1,454 | $283K | Add +0.6% |
| ESAB Esab Corp. | 0.01% | 2,453 | $283K | Add +20.9% |
| EXPD Expeditors Intl Wash Inc. | 0.01% | 2,523 | $278K | Add +14.7% |
| COO The Cooper Cos Inc. | 0.01% | 3,578 | $277K | Reduce -26.3% |
| MAS Masco Corp. | 0.01% | 4,472 | $277K | Add +4.9% |
| RELX Relx PLC - Spon ADR | 0.01% | 5,634 | $277K | Add +2.0% |
| OMC Omnicom Group | 0.01% | 3,632 | $275K | Reduce -9.7% |
| DFAE Dimensional Emerging Core Eq | 0.01% | 11,075 | $275K | No change |
| TPR Tapestry Inc. | 0.01% | 4,243 | $269K | Add +12.8% |
| WING Wingstop Inc. | 0.01% | 1,132 | $269K | New |
| O Realty Income Corp. | 0.01% | 4,841 | $267K | Add +11.6% |
| TDY Teledyne Technologies Inc. | 0.01% | 572 | $266K | Add +22.0% |
| MTBA Simplify MBS ETF | 0.01% | 5,349 | $265K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 2,452 | $262K | New |
| L Loews Corp. | 0.01% | 3,090 | $262K | Add +0.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 2,681 | $261K | No change |
| MDY State Street SPDR S&P Midcap | 0.01% | 524 | $261K | No change |
| FE Firstenergy Corp. | 0.01% | 6,415 | $260K | Reduce -29.2% |
| NWS News Corp. Class B | 0.01% | 8,578 | $259K | Add +7.7% |
| HAL Halliburton Co. | 0.01% | 12,304 | $259K | Reduce -4.9% |
| UBS UBS Group AG-Reg | 0.01% | 9,094 | $259K | Reduce -1.9% |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 3,460 | $258K | Add +4.4% |
| VTR Ventas Inc. | 0.01% | 3,897 | $258K | New |
| DUOL Duolingo | 0.01% | 778 | $256K | New |
| XYL Xylem Inc. | 0.01% | 2,348 | $256K | Add +6.2% |
| SON Sonoco Products Co. | 0.01% | 5,896 | $256K | Reduce -11.4% |
| GEM Goldman Sachs Activebeta Em | 0.01% | 8,000 | $254K | New |
| CINF Cincinnati Financial Corp. | 0.01% | 1,928 | $253K | Add +0.6% |
| HPQ HP Inc. | 0.01% | 10,727 | $251K | Reduce -15.2% |
| BPOP Popular Inc. | 0.01% | 3,057 | $251K | Reduce -10.9% |
| VTIP Vanguard Short-Term Tips | 0.01% | 5,057 | $251K | New |
| ENB Enbridge Inc. | 0.01% | 5,790 | $250K | Reduce -4.8% |
| BNDW Vanguard Total World Bond Et | 0.01% | 3,658 | $249K | New |
| SAN Banco Santander SA-Spon ADR | 0.01% | 38,772 | $249K | Add +11.2% |
| TEL Te Connectivity PLC | 0.01% | 1,944 | $249K | Add +4.3% |
| ARKF ARK Blockchain & Fintech Inn | 0.01% | 7,579 | $246K | New |
| LHX L3HARRIS Technologies Inc. | 0.01% | 1,109 | $246K | Add +9.8% |
| PSA Public Storage | 0.01% | 874 | $245K | Add +20.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 3,901 | $244K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 811 | $243K | No change |
| PCG P G & E Corp. | 0.01% | 14,364 | $243K | Reduce -41.3% |
| BIIB Biogen Inc. | 0.01% | 2,109 | $243K | Reduce -42.5% |
| SPR Spirit Aerosystems Hold Class A | 0.01% | 7,384 | $242K | Reduce -0.1% |
| STE Steris PLC | 0.01% | 1,092 | $241K | New |
| ALGN Align Technology Inc. | 0.01% | 1,466 | $241K | Add +10.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 3,828 | $240K | Reduce -61.1% |
| THC Tenet Healthcare Corp. | 0.01% | 1,938 | $240K | New |
| ZM Zoom Communications Inc. | 0.01% | 3,362 | $240K | Add +0.4% |
| OLLI Ollie's Bargain Outlet Holdi | 0.01% | 2,084 | $238K | Add +4.5% |
| NCLH Norwegian Cruise Line Holdin | 0.01% | 14,604 | $238K | Reduce -0.3% |
| RACE Ferrari NV | 0.01% | 556 | $238K | Add +3.1% |
| PYCR Paycor HCM Inc. | 0.01% | 10,544 | $237K | Add +6.0% |
| TER Teradyne Inc. | 0.01% | 3,202 | $236K | Add +8.1% |
| EXR Extra Space Storage Inc. | 0.01% | 1,755 | $235K | Reduce -0.6% |
| DD Dupont DE Nemours Inc. | 0.01% | 3,990 | $235K | Reduce -5.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 2,814 | $235K | Reduce -13.3% |
| WTV Wisdomtree U.S. Value Fund | 0.01% | 3,073 | $235K | New |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.01% | 6,515 | $233K | New |
| NKE Nike Inc. Class B | 0.01% | 4,271 | $232K | Reduce -13.3% |
| SHOP Shopify Inc. Class A | 0.01% | 2,773 | $232K | Reduce -16.1% |
| STZ Constellation Brands Inc. Class A | 0.01% | 1,246 | $231K | Reduce -53.4% |
| IBB iShares Biotechnology ETF | 0.01% | 1,975 | $231K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 2,088 | $230K | No change |
| FOX Fox Corp. Class B | 0.01% | 5,039 | $230K | Add +1.4% |
| EVRG Evergy Inc. | 0.01% | 3,439 | $229K | Reduce -2.2% |
| SSB Southstate Bank Corp. | 0.01% | 2,783 | $227K | Reduce -0.1% |
| TWLO Twilio Inc. Class A | 0.01% | 2,606 | $226K | New |
| PFG Principal Financial Group | 0.01% | 3,109 | $226K | Add +1.6% |
| GDDY GoDaddy Inc. Class A | 0.01% | 1,311 | $225K | New |
| AXS Axis Capital Holdings Ltd. | 0.01% | 2,421 | $225K | New |
| SNAP Snap Inc. Class A | 0.01% | 28,237 | $225K | Add +0.3% |
| CSGP Costar Group Inc. | 0.01% | 2,904 | $225K | New |
| FTV Fortive Corp. | 0.01% | 3,444 | $224K | Add +2.9% |
| VCIT Vanguard Int-Term Corporate | 0.01% | 2,809 | $223K | New |
| HUBS HubSpot Inc. | 0.01% | 423 | $223K | New |
| NTRA Natera Inc. | 0.01% | 1,506 | $223K | New |
| VALE Vale SA-SP ADR | 0.01% | 24,118 | $222K | No change |
| GLW Corning Inc. | 0.01% | 5,389 | $222K | Add +21.0% |
| IBKR Interactive Brokers Gro Class A | 0.01% | 1,297 | $222K | Add +1.3% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.01% | 17,160 | $222K | Add +4.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 4,445 | $221K | Add +17.6% |
| SOFI Sofi Technologies Inc. | 0.01% | 20,614 | $221K | Add +12.6% |
| IP International Paper Co. | 0.01% | 4,711 | $221K | Reduce -32.3% |
| FIS Fidelity National Info Serv | 0.01% | 3,036 | $220K | Add +1.1% |
| SCCO Southern Copper Corp. | 0.01% | 2,595 | $220K | Add +2.6% |
| SPBO SS SPDR P Corp. Bond ETF | 0.01% | 7,781 | $220K | Add +1.3% |
| TGT Target Corp. | 0.01% | 2,365 | $219K | Reduce -46.3% |
| RITM Rithm Capital Corp. | 0.01% | 22,473 | $219K | Add +11.3% |
| POOL Pool Corp. | 0.01% | 702 | $219K | New |
| WBD Warner Bros Discovery Inc. | 0.01% | 27,355 | $218K | Add +19.4% |
| DVN Devon Energy Corp. | 0.01% | 7,705 | $218K | New |
| DRI Darden Restaurants Inc. | 0.01% | 1,118 | $217K | New |
| BLD Topbuild Corp. | 0.01% | 752 | $217K | New |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.01% | 16,647 | $217K | Add +4.6% |
| NRG NRG Energy Inc. | 0.01% | 2,290 | $216K | Add +1.5% |
| STLD Steel Dynamics Inc. | 0.01% | 1,790 | $216K | New |
| IAU iShares Gold Trust | 0.01% | 3,517 | $214K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 6,895 | $214K | New |
| DXCM Dexcom Inc. | 0.01% | 3,231 | $214K | New |
| JNPR Juniper Networks Inc. | 0.01% | 6,096 | $213K | New |
| EQH Equitable Holdings Inc. | 0.01% | 4,539 | $211K | Add +8.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 2,760 | $211K | New |
| LRN Stride Inc. | 0.01% | 1,561 | $210K | New |
| RL Ralph Lauren Corp. | 0.01% | 1,062 | $210K | Add +9.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.01% | 1,215 | $210K | Reduce -1.9% |
| AVB Avalonbay Communities Inc. | 0.01% | 1,087 | $210K | Reduce -0.6% |
| S Sentinelone Inc. Class A | 0.01% | 11,914 | $209K | Reduce -4.9% |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 1,987 | $209K | No change |
| OC Owens Corning | 0.01% | 1,499 | $208K | New |
| AOS Smith (a.o.) Corp. | 0.01% | 3,226 | $208K | New |
| UHS Universal Health Services-B | 0.01% | 1,186 | $208K | Reduce -9.8% |
| ING ING Groep N.V.-Sponsored ADR | 0.01% | 11,415 | $208K | Add +6.5% |
| ILMN Illumina Inc. | 0.01% | 2,772 | $207K | New |
| VRT Vertiv Holdings Co. Class A | 0.01% | 2,965 | $206K | Add +30.7% |
| BN Brookfield Corp. | 0.01% | 4,247 | $206K | Add +0.2% |
| EWJ iShares MSCI Japan ETF | 0.01% | 3,132 | $206K | Reduce -1.3% |
| IPAC iShares Core MSCI Pacific Et | 0.01% | 3,431 | $206K | No change |
| SSNC Ss&c Technologies Holdings | 0.01% | 2,703 | $206K | New |
| UI Ubiquiti Inc. | 0.01% | 666 | $205K | New |
| RBC RBC Bearings Inc. | 0.01% | 616 | $205K | New |
| WY Weyerhaeuser Co. | 0.01% | 7,935 | $205K | Reduce -1.8% |
| Z Zillow Group Inc. Class C | 0.01% | 3,345 | $205K | New |
| DVYE iShares Emerging Markets Div | 0.01% | 7,928 | $204K | New |
| CG The Carlyle Group Inc. | 0.01% | 5,635 | $204K | Add +28.3% |
| XPO Xpo Inc. | 0.01% | 2,177 | $204K | Add +11.9% |
| FFIV F5 Inc. | 0.01% | 779 | $204K | New |
| LH Labcorp Holdings Inc. | 0.01% | 920 | $204K | Add +5.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 3,574 | $203K | Add +3.6% |
| GIS General Mills Inc. | 0.01% | 3,498 | $203K | Reduce -71.4% |
| MTSI Macom Technology Solutions H | 0.01% | 2,067 | $202K | New |
| OZK Bank Ozk | 0.01% | 5,269 | $200K | Add +8.5% |
| XIFR XPLR Infrastructure LP | 0.01% | 20,557 | $180K | No change |
| UWMC Uwm Holdings Corp. | 0.01% | 40,360 | $176K | Reduce -1.2% |
| RKT Rocket Cos Inc. Class A | 0.01% | 14,320 | $170K | New |
| IVZ Invesco Ltd. | 0.01% | 12,340 | $158K | Reduce -35.0% |
| BCS Barclays PLC-Spons ADR | 0.01% | 11,268 | $157K | Add +3.1% |
| COMP Compass Inc. Class A | 0.01% | 20,690 | $155K | Reduce -40.8% |
| HPE Hewlett Packard Enterprise | 0.01% | 10,335 | $146K | Add +1.8% |
| MPT Medical Properties Trust Inc. | 0.01% | 24,907 | $132K | New |
| MSOS Advisorshares Pure US Cann | 0.01% | 57,049 | $127K | No change |
| HAYW Hayward Holdings Inc. | 0.01% | 10,169 | $122K | New |
| MFG Mizuho Financial Group-ADR | 0.01% | 26,033 | $121K | Add +3.1% |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 11,191 | $121K | New |
| RXRX Recursion Pharmaceuticals-A | 0.01% | 20,943 | $121K | No change |
| LCID Lucid Group Inc. | 0.01% | 47,611 | $119K | Add +257.0% |
| TDOC Teladoc Health Inc. | 0.01% | 16,086 | $117K | Add +20.3% |
| GTM Zoominfo Technologies Inc. | 0.01% | 14,386 | $114K | Add +18.8% |
| AMCR Amcor PLC | 0.01% | 11,964 | $112K | Reduce -14.2% |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 29,791 | $107K | Reduce -2.7% |
| PK Park Hotels & Resorts Inc. | 0.01% | 10,207 | $97K | Reduce -17.7% |
| QS Quantumscape Corp. | 0.00% | 24,720 | $93K | New |
| PTON Peloton Interactive Inc. Class A | 0.00% | 16,619 | $93K | Reduce -1.3% |
| VTRS Viatris Inc. | 0.00% | 10,815 | $82K | Reduce -20.3% |
| HTZ Hertz Global Hldgs Inc. | 0.00% | 20,071 | $78K | New |
| TELFY Telefonica SA-Spon ADR | 0.00% | 15,827 | $72K | Add +3.8% |
| WOOF Petco Health and Wellness Co. | 0.00% | 18,430 | $62K | Reduce -14.5% |
| NOK Nokia Corp.-Spon ADR | 0.00% | 10,814 | $54K | Add +2.9% |
| HAIN Hain Celestial Group Inc. | 0.00% | 12,526 | $40K | New |
| OPEN Opendoor Technologies Inc. | 0.00% | 33,275 | $34K | Reduce -12.7% |
| ATAIBECKLEY INC filed as ATAI LIFE SCIENCES NV | 0.00% | 25,000 | $32K | No change |
| OCGN Ocugen Inc. | 0.00% | 14,765 | $10K | No change |
| FORGE GLOBAL HOLDINGS INC | 0.00% | 15,299 | $9K | No change |