| VGT Vanguard Info Tech ETF | 8.24% | 45,973 | $32.1M | Reduce -0.3% |
| SPSB SS SPDR P St C Corp. ETF | 5.23% | 676,963 | $20.4M | Reduce -1.6% |
| SCHX Schwab US Large-Cap ETF | 4.33% | 658,461 | $16.9M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 4.23% | 17,892 | $16.5M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 3.42% | 433,576 | $13.3M | Reduce -9.7% |
| VFH Vanguard Financials ETF | 3.20% | 103,156 | $12.5M | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.98% | 128,356 | $11.6M | Reduce -15.9% |
| RSP Invesco S&P 500 Equal Weight | 2.70% | 54,867 | $10.5M | Reduce -11.3% |
| XLC SS Comm Select Sector SPDR | 2.65% | 93,113 | $10.3M | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 2.47% | 116,467 | $9.6M | Reduce -0.8% |
| USMV iShares MSCI USA Min Vol Fac | 2.42% | 101,805 | $9.4M | Reduce -9.5% |
| XLV SS Health Care Select Sector | 2.41% | 63,960 | $9.4M | Reduce -0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.37% | 84,566 | $9.2M | Reduce -8.7% |
| SCHF Schwab Intl Equity ETF | 2.31% | 363,193 | $9.0M | Add +2.5% |
| XLY SS Consumer Disc Select Sect | 2.20% | 78,595 | $8.6M | Add +0.8% |
| NVDA Nvidia Corp. | 1.83% | 40,809 | $7.1M | Add +3.9% |
| XLI SS Industrial Select Sector | 1.64% | 39,527 | $6.4M | Reduce -2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.59% | 14,216 | $6.2M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 1.58% | 21,413 | $6.2M | Add +4.6% |
| MBB iShares MBS ETF | 1.57% | 64,457 | $6.1M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.56% | 30,869 | $6.1M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 1.53% | 64,131 | $6.0M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 1.43% | 80,044 | $5.6M | Add +6.5% |
| IVV iShares Core S&P 500 ETF | 1.37% | 8,154 | $5.3M | Reduce -28.0% |
| SPHY SS SPDR P High Yield ETF | 1.35% | 225,022 | $5.2M | Reduce -16.8% |
| AAPL Apple Inc. | 1.33% | 20,381 | $5.2M | Add +2.3% |
| MSFT Microsoft Corp. | 1.30% | 13,667 | $5.1M | Add +3.7% |
| XLE SS Energy Select Sector | 1.27% | 81,024 | $5.0M | Reduce -3.0% |
| SCHG Schwab US Large-Cap Growth | 1.16% | 154,591 | $4.5M | Add +0.0% |
| SGOV iShares 0-3 Month Treasury B | 1.14% | 44,085 | $4.4M | Reduce -14.5% |
| XLP SS Consumer Staples Sel Sect | 1.13% | 53,594 | $4.4M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.94% | 12,428 | $3.7M | Add +3.6% |
| PEP Pepsico Inc. | 0.86% | 21,577 | $3.4M | Reduce -4.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.83% | 70,105 | $3.2M | Add +0.8% |
| AMZN Amazon.com Inc. | 0.73% | 13,721 | $2.9M | Add +3.8% |
| PFF iShares Preferred & Income S | 0.68% | 87,297 | $2.6M | Reduce -8.2% |
| BITB Bitwise Bitcoin ETF | 0.64% | 68,067 | $2.5M | Add +26.6% |
| SCHA Schwab US Small-Cap ETF | 0.64% | 86,113 | $2.5M | Reduce -0.4% |
| ITA iShares U.S. Aerospace & Def | 0.62% | 10,959 | $2.4M | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.53% | 12,058 | $2.0M | Reduce -3.1% |
| XLB SS Materials Select Sector | 0.50% | 38,931 | $1.9M | Reduce -3.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.50% | 58,919 | $1.9M | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.48% | 7,590 | $1.9M | Add +1.8% |
| CMI Cummins Inc. | 0.47% | 3,407 | $1.8M | Add +3.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.46% | 5,987 | $1.8M | Add +0.7% |
| C Citigroup Inc. | 0.46% | 15,714 | $1.8M | Add +5.5% |
| GLD SPDR Gold Shares | 0.45% | 4,066 | $1.8M | Reduce -8.9% |
| WMT Walmart Inc. | 0.43% | 13,602 | $1.7M | Add +2.1% |
| XLRE SS Real Estate Select Sector | 0.43% | 41,062 | $1.7M | Reduce -8.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 4,654 | $1.6M | Add +4.7% |
| ORCL Oracle Corp. | 0.40% | 10,583 | $1.6M | Add +4.3% |
| SCHM Schwab US Mid Cap ETF | 0.40% | 50,211 | $1.6M | Reduce -0.1% |
| V Visa Inc. Class A | 0.39% | 5,029 | $1.5M | Add +4.0% |
| MRK Merck & Co. Inc. | 0.38% | 12,209 | $1.5M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 2,239 | $1.5M | Reduce -87.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 4,520 | $1.4M | Reduce -11.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 5,844 | $1.4M | Reduce -4.3% |
| JCI Johnson Controls Internation | 0.36% | 10,812 | $1.4M | Add +6.3% |
| AGG iShares Core U.S. Aggregate | 0.35% | 13,676 | $1.4M | Reduce -57.9% |
| DUK Duke Energy Corp. | 0.35% | 10,320 | $1.4M | Add +3.0% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 11,944 | $1.4M | Reduce -11.3% |
| HON Honeywell International Inc. | 0.33% | 5,678 | $1.3M | Add +4.5% |
| COST Costco Wholesale Corp. | 0.32% | 1,252 | $1.2M | Add +3.6% |
| CVX Chevron Corp. | 0.30% | 5,673 | $1.2M | Add +3.0% |
| YUM Yum! Brands Inc. | 0.29% | 7,391 | $1.1M | Reduce -7.3% |
| USB US Bancorp | 0.25% | 18,548 | $965K | Add +0.6% |
| PG The Procter & Gamble Co. | 0.25% | 6,657 | $962K | Add +0.6% |
| ABBV Abbvie Inc. | 0.24% | 4,303 | $936K | Add +2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 1,845 | $907K | Add +4.6% |
| SU Suncor Energy Inc. | 0.23% | 13,664 | $903K | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 3,448 | $903K | Reduce -4.7% |
| HD Home Depot Inc. | 0.23% | 2,721 | $895K | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 7,150 | $889K | No change |
| IJH iShares Core S&P Midcap ETF | 0.22% | 12,955 | $875K | Add +0.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.22% | 11,010 | $866K | Reduce -8.4% |
| COP Conocophillips | 0.21% | 6,182 | $816K | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.20% | 1,355 | $775K | Add +14.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.19% | 7,539 | $728K | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.19% | 3,071 | $726K | Add +7.6% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,680 | $725K | Add +6.9% |
| APA Apa Corp. | 0.18% | 16,502 | $700K | Add +9.3% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,426 | $696K | Add +4.9% |
| MCD McDonald's Corp. | 0.17% | 2,192 | $681K | Add +0.3% |
| TXN Texas Instruments Inc. | 0.16% | 3,242 | $629K | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 2,188 | $628K | No change |
| EQWL Invesco S&P 100 Equal Weight | 0.16% | 5,417 | $624K | Reduce -18.9% |
| PLD Prologis Inc. | 0.16% | 4,675 | $618K | Add +5.7% |
| IWM iShares Russell 2000 ETF | 0.16% | 2,488 | $617K | Reduce -1.0% |
| AER Aercap Holdings NV | 0.16% | 4,424 | $607K | Add +6.2% |
| IEF iShares 7-10 Year Treasury B | 0.15% | 6,323 | $603K | Reduce -75.9% |
| WFC Wells Fargo & Co. | 0.15% | 7,540 | $600K | Reduce -0.3% |
| PNC PNC Financial Services Group | 0.14% | 2,675 | $557K | Add +0.3% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.13% | 9,555 | $491K | Add +48.3% |
| SPGI S&P Global Inc. | 0.11% | 1,031 | $439K | Add +6.6% |
| TSN Tyson Foods Inc. Class A | 0.11% | 6,841 | $438K | Add +6.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,909 | $415K | Reduce -5.9% |
| SCHB Schwab US Broad Market ETF | 0.10% | 14,944 | $375K | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 0.09% | 12,723 | $365K | Reduce -10.3% |
| DTE DTE Energy Company | 0.09% | 2,497 | $365K | Reduce -0.3% |
| YUMC Yum China Holdings Inc. | 0.09% | 7,431 | $362K | Reduce -6.3% |
| PFE Pfizer Inc. | 0.09% | 12,575 | $353K | Add +3.5% |
| DTCR Global X Data Center & Digit | 0.09% | 14,052 | $337K | Add +185.0% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 3,400 | $331K | Reduce -1.2% |
| SPG Simon Property Group Inc. | 0.08% | 1,727 | $322K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.08% | 890 | $304K | Reduce -1.6% |
| IAU iShares Gold Trust | 0.08% | 3,422 | $302K | No change |
| IGLB iShares 10+ Year Inv GR Corp. | 0.08% | 5,897 | $293K | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 3,610 | $286K | Reduce -59.3% |
| PPG PPG Industries Inc. | 0.07% | 2,666 | $285K | Add +34.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 2,758 | $278K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 565 | $271K | No change |
| EFA iShares MSCI Eafe ETF | 0.07% | 2,759 | $268K | No change |
| UBER Uber Technologies Inc. | 0.07% | 3,696 | $266K | Add +59.6% |
| LMT Lockheed Martin Corp. | 0.07% | 434 | $262K | Add +10.2% |
| EQIX Equinix Inc. | 0.07% | 260 | $255K | Add +45.3% |
| VIS Vanguard Industrials ETF | 0.06% | 801 | $250K | Add +0.1% |
| FDS Factset Research Systems Inc. | 0.06% | 1,143 | $248K | Add +9.6% |
| GSK GSK PLC-Spon ADR | 0.06% | 3,978 | $220K | No change |
| CAT Caterpillar Inc. | 0.06% | 304 | $215K | No change |
| ADBE Adobe Inc. | 0.05% | 881 | $214K | Add +31.3% |
| QCOM Qualcomm Inc. | 0.05% | 1,618 | $208K | No change |
| ADP Automatic Data Processing | 0.05% | 982 | $200K | No change |
| ABT Abbott Laboratories | 0.05% | 1,827 | $188K | Reduce -5.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.05% | 1,525 | $181K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.05% | 6,000 | $181K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.05% | 1,422 | $178K | No change |
| XLK SS Technology Select Sector | 0.05% | 1,322 | $176K | Add +2.2% |
| RSPD Invesco S&P 500 Equal Weight | 0.04% | 3,264 | $175K | Reduce -32.5% |
| GLTR Abrdn Precious Metals Basket | 0.04% | 790 | $173K | Reduce -80.7% |
| ITW Illinois Tool Works | 0.04% | 650 | $169K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 784 | $169K | Add +25.6% |
| GIS General Mills Inc. | 0.04% | 4,259 | $159K | Add +0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 4,108 | $151K | Add +22.3% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.04% | 1,105 | $150K | No change |
| SHEL Shell PLC-ADR | 0.04% | 1,616 | $150K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.04% | 1,579 | $149K | Reduce -0.8% |
| T AT&T Inc. | 0.04% | 5,083 | $147K | Add +1.1% |
| BDX Becton Dickinson and Co. | 0.04% | 910 | $143K | Add +42.0% |
| VDC Vanguard Consumer Staple ETF | 0.04% | 625 | $140K | No change |
| UNP Union Pacific Corp. | 0.03% | 542 | $132K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 3,324 | $128K | Add +38.9% |
| FTNT Fortinet Inc. | 0.03% | 1,559 | $127K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 1,650 | $126K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 330 | $118K | No change |
| PM Philip Morris International | 0.03% | 633 | $105K | No change |
| CTAS Cintas Corp. | 0.03% | 614 | $104K | No change |
| GLW Corning Inc. | 0.03% | 768 | $104K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 719 | $102K | No change |
| CGON CG Oncology Inc. | 0.03% | 1,467 | $99K | No change |
| SCHH Schwab US REIT ETF | 0.03% | 4,599 | $99K | Reduce -89.1% |
| ACN Accenture PLC Class A | 0.03% | 498 | $99K | Add +28.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.02% | 2,064 | $97K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.02% | 394 | $95K | No change |
| APD Air Products & Chemicals Inc. | 0.02% | 323 | $94K | No change |
| EEM iShares MSCI Emerging Market | 0.02% | 1,615 | $92K | Reduce -80.6% |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 482 | $92K | Add +0.2% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 814 | $91K | No change |
| KMI Kinder Morgan Inc. | 0.02% | 2,593 | $87K | No change |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.02% | 3,500 | $85K | Reduce -84.5% |
| IWF iShares Russell 1000 Growth | 0.02% | 200 | $85K | No change |
| TELFY Telefonica SA-Spon ADR | 0.02% | 84,445 | $84K | No change |
| IWO iShares Russell 2000 Growth | 0.02% | 255 | $80K | No change |
| ITM Vaneck Intermediate Muni ETF | 0.02% | 1,663 | $77K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 822 | $74K | No change |
| GEV GE Vernova Inc. | 0.02% | 81 | $71K | No change |
| IGV iShares Expanded Tech-Softwa | 0.02% | 885 | $71K | No change |
| AXP American Express Co. | 0.02% | 230 | $70K | No change |
| EIX Edison International | 0.02% | 960 | $70K | No change |
| O Realty Income Corp. | 0.02% | 1,142 | $70K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.02% | 942 | $68K | Reduce -30.1% |
| AEP American Electric Power | 0.02% | 513 | $67K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.02% | 1,200 | $65K | No change |
| MA Mastercard Inc. Class A | 0.02% | 128 | $64K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.02% | 336 | $61K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 409 | $61K | No change |
| IPO Renaissance Ipo ETF | 0.02% | 1,400 | $59K | Reduce -6.7% |
| NKE Nike Inc. Class B | 0.01% | 1,048 | $55K | No change |
| VZ Verizon Communications Inc. | 0.01% | 1,095 | $55K | Reduce -50.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 200 | $55K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.01% | 589 | $54K | No change |
| ARKK ARK Innovation ETF | 0.01% | 762 | $52K | No change |
| BIDU Baidu Inc. - Spon ADR | 0.01% | 450 | $50K | No change |
| IUSV iShares Core S&P U.S. Value | 0.01% | 488 | $50K | No change |
| NWN Northwest Natural Holding Co. | 0.01% | 900 | $48K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.01% | 512 | $48K | Add +0.4% |
| ECL Ecolab Inc. | 0.01% | 176 | $47K | No change |
| DVY iShares Select Dividend ETF | 0.01% | 304 | $46K | No change |
| VGIT Vanguard Intermediate-Term T | 0.01% | 767 | $46K | No change |
| TLT iShares 20+ Year Treasury BD | 0.01% | 524 | $45K | No change |
| CSGP Costar Group Inc. | 0.01% | 1,069 | $43K | Add +209.0% |
| EWTX Edgewise Therapeutics Inc. | 0.01% | 1,377 | $43K | No change |
| LULU Lululemon Athletica Inc. | 0.01% | 281 | $43K | No change |
| SCHV Schwab US Large-Cap Value | 0.01% | 1,412 | $43K | Add +130.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 566 | $41K | No change |
| CIM Chimera Investment Corp. | 0.01% | 40,000 | $40K | No change |
| TFC Truist Financial Corp. | 0.01% | 840 | $39K | No change |
| PZA Invesco National Amt-Free Mu | 0.01% | 1,626 | $37K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 824 | $37K | No change |
| SSNC Ss&c Technologies Holdings | 0.01% | 527 | $36K | Add +1097.7% |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 323 | $31K | No change |
| SOFI Sofi Technologies Inc. | 0.01% | 1,842 | $29K | No change |
| FISV Fiserv Inc. | 0.01% | 480 | $27K | Add +2300.0% |
| NEM Newmont Corp. | 0.01% | 250 | $27K | No change |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.01% | 225 | $27K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 347 | $27K | No change |
| VNLA Janus Henderson Short Durati | 0.01% | 532 | $26K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.01% | 777 | $26K | Reduce -27.7% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 781 | $25K | Add +2.8% |
| USIG iShares Broad Usd Investment | 0.01% | 485 | $25K | No change |
| PGX Invesco Preferred ETF | 0.01% | 2,088 | $23K | Add +1.6% |
| XES SS SPDR S&P Og Eqp & Serv | 0.01% | 200 | $23K | No change |
| SBUX Starbucks Corp. | 0.01% | 262 | $23K | No change |
| MP MP Materials Corp. | 0.01% | 460 | $22K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 139 | $20K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.01% | 452 | $20K | No change |
| SMLV SS SPDR US SC Low Vol Idx | 0.00% | 142 | $19K | No change |
| BOTZ Global X Robotics & Artifici | 0.00% | 552 | $18K | Add +278.1% |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 126 | $18K | No change |
| SIRI Sirius XM Holdings Inc. | 0.00% | 760 | $18K | No change |
| AIQ Global X Art Intel & Tech | 0.00% | 373 | $17K | Add +646.0% |
| MMM 3M Co. | 0.00% | 120 | $17K | No change |
| ALL Allstate Corp. | 0.00% | 77 | $16K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 164 | $16K | Reduce -98.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.00% | 336 | $16K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 154 | $15K | No change |
| PFFD Global X US Preferred ETF | 0.00% | 768 | $14K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 81 | $14K | No change |
| CMF iShares California Muni Bond | 0.00% | 242 | $14K | No change |
| MU Micron Technology Inc. | 0.00% | 43 | $14K | Reduce -6.5% |
| BIV Vanguard Intermediate-Term B | 0.00% | 178 | $14K | No change |
| INBK First Internet Bancorp | 0.00% | 624 | $13K | No change |
| TSLA Tesla Inc. | 0.00% | 36 | $13K | No change |
| FIW First Trust Water ETF | 0.00% | 115 | $12K | No change |
| AMD Advanced Micro Devices | 0.00% | 52 | $11K | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 2,600 | $11K | No change |
| BAB Invesco Taxable Municipal Bo | 0.00% | 360 | $10K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 216 | $10K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 38 | $10K | No change |
| BMY Bristol-Myers Squibb Co. | 0.00% | 152 | $9K | No change |
| CCL Carnival Corp. | 0.00% | 358 | $9K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 73 | $9K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.00% | 365 | $9K | No change |
| PYXS Pyxis Oncology Inc. | 0.00% | 6,000 | $9K | No change |
| SNOW Snowflake Inc. | 0.00% | 60 | $9K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 148 | $8K | No change |
| VOO Vanguard S&P 500 ETF | 0.00% | 13 | $8K | No change |
| AMGN Amgen Inc. | 0.00% | 19 | $7K | No change |
| UAL United Airlines Holdings Inc. | 0.00% | 79 | $7K | No change |
| PCY Invesco Emerging Markets Sov | 0.00% | 292 | $6K | No change |
| IDU iShares US Utilities ETF | 0.00% | 53 | $6K | No change |
| HYD Vaneck High Yield Muni ETF | 0.00% | 124 | $6K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.00% | 114 | $6K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 421 | $6K | No change |
| BITW Bitwise 10 Crypto Index ETF | 0.00% | 120 | $5K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 14 | $5K | No change |
| MNST Monster Beverage Corp. | 0.00% | 65 | $5K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 57 | $5K | No change |
| DLTR Dollar Tree Inc. | 0.00% | 35 | $4K | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 108 | $4K | No change |
| OKTA Okta Inc. | 0.00% | 49 | $4K | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 132 | $4K | No change |
| XLF SS Financial Select Sector | 0.00% | 72 | $4K | Add +44.0% |
| SCCO Southern Copper Corp. | 0.00% | 21 | $4K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 26 | $4K | No change |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 200 | $4K | No change |
| FIX Comfort Systems USA Inc. | 0.00% | 2 | $3K | No change |
| LUMN Lumen Technologies Inc. | 0.00% | 443 | $3K | No change |
| NUE Nucor Corp. | 0.00% | 16 | $3K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 67 | $3K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 62 | $3K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 25 | $3K | No change |
| SDOG Alps Sector Dividend Dogs | 0.00% | 27 | $2K | No change |
| MO Altria Group Inc. | 0.00% | 31 | $2K | No change |
| AR Antero Resources Corp. | 0.00% | 54 | $2K | No change |
| CTRA Coterra Energy Inc. | 0.00% | 48 | $2K | No change |
| CL Colgate-Palmolive Co. | 0.00% | 20 | $2K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 20 | $2K | No change |
| EXPE Expedia Group Inc. | 0.00% | 7 | $2K | No change |
| FAST Fastenal Co. | 0.00% | 42 | $2K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 32 | $2K | No change |
| GWW WW Grainger Inc. | 0.00% | 2 | $2K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 3 | $2K | No change |
| INTU Intuit Inc. | 0.00% | 4 | $2K | No change |
| MPC Marathon Petroleum Corp. | 0.00% | 10 | $2K | No change |
| MAR Marriott International Class A | 0.00% | 7 | $2K | No change |
| MLI Mueller Industries Inc. | 0.00% | 17 | $2K | No change |
| NTRA Natera Inc. | 0.00% | 11 | $2K | No change |
| NFLX Netflix Inc. | 0.00% | 20 | $2K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 100 | $2K | No change |
| SCI Service Corp. International | 0.00% | 23 | $2K | No change |
| SOLS Solstice Adv Materials Inc. | 0.00% | 20 | $2K | No change |
| SOLV Solventum Corp. | 0.00% | 30 | $2K | No change |
| SO The Southern Co. | 0.00% | 17 | $2K | No change |
| TKO Tko Group Holdings Inc. | 0.00% | 8 | $2K | No change |
| TOST Toast Inc. Class A | 0.00% | 57 | $2K | No change |
| UI Ubiquiti Inc. | 0.00% | 3 | $2K | No change |
| WSM Williams-Sonoma Inc. | 0.00% | 9 | $2K | No change |
| XYL Xylem Inc. | 0.00% | 15 | $2K | No change |
| MDT Medtronic PLC | 0.00% | 18 | $2K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 10 | $1K | No change |
| ALB Albemarle Corp. | 0.00% | 5 | $1K | No change |
| ALLY Ally Financial Inc. | 0.00% | 32 | $1K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 4 | $1K | No change |
| APH Amphenol Corp. Class A | 0.00% | 11 | $1K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 7 | $1K | No change |
| BA The Boeing Co. | 0.00% | 5 | $1K | No change |
| BAH Booz Allen Hamilton Holdings | 0.00% | 12 | $1K | No change |
| CELH Celsius Holdings Inc. | 0.00% | 29 | $1K | No change |
| KO The Coca-Cola Co. | 0.00% | 13 | $1K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 6 | $1K | No change |
| DPZ Domino's Pizza Inc. | 0.00% | 3 | $1K | No change |
| EQT Eqt Corp. | 0.00% | 21 | $1K | No change |
| ELS Equity Lifestyle Properties | 0.00% | 21 | $1K | No change |
| EXEL Exelixis Inc. | 0.00% | 26 | $1K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 8 | $1K | No change |
| FSLR First Solar Inc. | 0.00% | 6 | $1K | No change |
| FRHC Freedom Holding Corp. | 0.00% | 9 | $1K | No change |
| HIMS Hims & Hers Health Inc. | 0.00% | 27 | $1K | No change |
| ILMN Illumina Inc. | 0.00% | 10 | $1K | No change |
| PDBC Invesco Optimum Yield Divers | 0.00% | 62 | $1K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 4 | $1K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.00% | 20 | $1K | No change |
| KLAC KLA Corp. | 0.00% | 1 | $1K | No change |
| LII Lennox International Inc. | 0.00% | 3 | $1K | No change |
| FWONA Liberty Media Corp. Class A | 0.00% | 17 | $1K | No change |
| MSCI MSCI Inc. | 0.00% | 2 | $1K | No change |
| MANH Manhattan Associates Inc. | 0.00% | 9 | $1K | No change |
| MEDP Medpace Holdings Inc. | 0.00% | 3 | $1K | No change |
| MCO Moody's Corp. | 0.00% | 2 | $1K | No change |
| MOS The Mosaic Co. | 0.00% | 50 | $1K | No change |
| NIO Nio Inc. - ADR | 0.00% | 174 | $1K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 15 | $1K | No change |
| PNW Pinnacle West Capital | 0.00% | 9 | $1K | No change |
| PINS Pinterest Inc. Class A | 0.00% | 40 | $1K | No change |
| PSA Public Storage | 0.00% | 5 | $1K | No change |
| Q Qnity Electronics Inc. | 0.00% | 9 | $1K | No change |
| ROKU Roku Inc. | 0.00% | 12 | $1K | No change |
| SEIC Sei Investments Company | 0.00% | 19 | $1K | No change |
| EBND State Street SPDR Bloomberg | 0.00% | 41 | $1K | No change |
| STRL Sterling Infrastructure Inc. | 0.00% | 3 | $1K | No change |
| TPL Texas Pacific Land Corp. | 0.00% | 3 | $1K | No change |
| TXT Textron Inc. | 0.00% | 15 | $1K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 2 | $1K | No change |
| WM Waste Management Inc. | 0.00% | 4 | $1K | No change |
| ZS Zscaler Inc. | 0.00% | 4 | $1K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 7 | $0 | No change |
| EMN Eastman Chemical Co. | 0.00% | 2 | $0 | No change |
| WTRG Essential Utilities Inc. | 0.00% | 7 | $0 | No change |
| EVRG Evergy Inc. | 0.00% | 5 | $0 | No change |
| ES Eversource Energy | 0.00% | 6 | $0 | No change |
| EVGO Evgo Inc. | 0.00% | 100 | $0 | No change |
| KHC The Kraft Heinz Co. | 0.00% | 8 | $0 | No change |
| PPL PPL Corp. | 0.00% | 11 | $0 | No change |
| UPS United Parcel Service Class B | 0.00% | 4 | $0 | No change |
| Z Zillow Group Inc. Class C | 0.00% | 8 | $0 | No change |
| PSFE Paysafe Ltd. | 0.00% | 17 | $0 | No change |