| VOO Vanguard S&P 500 ETF | 7.91% | 10,497 | $5.0M | Add +0.6% |
| AAPL Apple Inc. | 6.98% | 25,957 | $4.5M | Add +3.3% |
| FMB First Trust Managed Municipa | 5.89% | 73,163 | $3.8M | Reduce -9.8% |
| BND Vanguard Total Bond Market | 4.59% | 40,342 | $2.9M | Reduce -4.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.63% | 10,118 | $2.3M | Reduce -0.8% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | 3.54% | 84,251 | $2.3M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.53% | 12,484 | $2.3M | Add +7.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.19% | 12,496 | $2.0M | Reduce -2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.18% | 5,900 | $2.0M | Reduce -3.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.03% | 17,575 | $1.9M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.72% | 11,489 | $1.7M | Add +1.3% |
| META Meta Platforms Inc. Class A | 2.33% | 3,066 | $1.5M | Add +2.9% |
| FPE FT-Preferred Secur & Inc. ETF | 2.33% | 85,702 | $1.5M | Reduce -3.0% |
| MSFT Microsoft Corp. | 2.27% | 3,444 | $1.5M | Add +5.6% |
| SCHX Schwab US Large-Cap ETF | 2.16% | 22,245 | $1.4M | Reduce -0.4% |
| PLD Prologis Inc. | 2.16% | 10,565 | $1.4M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 2.15% | 6,814 | $1.4M | Reduce -3.4% |
| HYLB Xtrackers Usd High Yield Cor | 2.06% | 36,842 | $1.3M | Add +2.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.99% | 2 | $1.3M | No change |
| HD Home Depot Inc. | 1.98% | 3,276 | $1.3M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 1.77% | 1,447 | $1.1M | Add +4155.9% |
| MCD McDonald's Corp. | 1.63% | 3,680 | $1.0M | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 1.63% | 21,166 | $1.0M | Reduce -0.7% |
| KO The Coca-Cola Co. | 1.32% | 13,715 | $841K | Reduce -1.8% |
| WMT Walmart Inc. | 1.29% | 13,646 | $822K | Reduce -3.3% |
| VCIT Vanguard Int-Term Corporate | 1.00% | 7,930 | $641K | Reduce -1.5% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.85% | 10,105 | $544K | Add +4.0% |
| MLPA Global X MLP ETF | 0.82% | 10,822 | $523K | Add +29.9% |
| PZA Invesco National Amt-Free Mu | 0.82% | 21,930 | $523K | No change |
| VNQ Vanguard Real Estate ETF | 0.73% | 5,384 | $468K | Add +4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 3,715 | $455K | Reduce -25.1% |
| NVDA Nvidia Corp. | 0.68% | 483 | $436K | Add +257.8% |
| J Jacobs Solutions Inc. | 0.63% | 2,591 | $400K | Reduce -3.3% |
| ABT Abbott Laboratories | 0.60% | 3,356 | $382K | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 3,446 | $381K | Add +0.3% |
| RACE Ferrari NV | 0.60% | 872 | $380K | Add +7.7% |
| HYD Vaneck High Yield Muni ETF | 0.59% | 7,195 | $376K | Reduce -9.7% |
| PGX Invesco Preferred ETF | 0.59% | 31,547 | $375K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.52% | 7,867 | $331K | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 507 | $295K | No change |
| YUMC Yum China Holdings Inc. | 0.44% | 7,074 | $282K | Reduce -1.9% |
| DUK Duke Energy Corp. | 0.43% | 2,854 | $278K | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 600 | $267K | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.41% | 496 | $261K | Add +206.2% |
| FPX First Trust US Equity Opport | 0.39% | 2,368 | $251K | Reduce -1.0% |
| TSLA Tesla Inc. | 0.38% | 1,370 | $241K | Add +42.0% |
| BLOK Amplify Blockchain Tech ETF | 0.35% | 6,151 | $225K | Reduce -3.2% |
| PAWZ Proshares Pet Care ETF | 0.34% | 4,393 | $219K | Reduce -2.3% |
| PULS Pgim Ultra Short Bond ETF | 0.33% | 4,261 | $212K | Add +1.5% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.32% | 3,525 | $207K | Add +0.3% |
| PSCH Invesco S&P Smallcap Health | 0.31% | 4,490 | $196K | Reduce -0.6% |
| PFE Pfizer Inc. | 0.30% | 6,821 | $189K | Reduce -0.2% |
| V Visa Inc. Class A | 0.28% | 644 | $180K | Add +4.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.26% | 1,209 | $168K | Reduce -3.2% |
| ILMN Illumina Inc. | 0.26% | 1,223 | $168K | Reduce -20.4% |
| IVE iShares S&P 500 Value ETF | 0.23% | 791 | $148K | Add +3666.7% |
| CSCO Cisco Systems Inc. | 0.23% | 2,897 | $145K | Reduce -44.6% |
| MMIT Nylim Mackay Muni Intermedia | 0.20% | 5,107 | $125K | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.19% | 800 | $122K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.19% | 41 | $119K | No change |
| COST Costco Wholesale Corp. | 0.17% | 148 | $109K | Add +1.4% |
| ORCL Oracle Corp. | 0.17% | 869 | $109K | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.16% | 410 | $105K | Add +0.5% |
| WM Waste Management Inc. | 0.16% | 476 | $102K | Add +0.2% |
| JNJ Johnson & Johnson | 0.15% | 603 | $96K | Add +0.3% |
| COIN Coinbase Global Inc. Class A | 0.14% | 346 | $92K | Reduce -2.3% |
| AMT American Tower Corp. | 0.14% | 462 | $91K | Add +0.7% |
| ALL Allstate Corp. | 0.14% | 523 | $91K | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.14% | 177 | $88K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.14% | 1,674 | $88K | Add +0.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.14% | 478 | $87K | No change |
| ADBE Adobe Inc. | 0.14% | 172 | $87K | No change |
| CP Canadian Pacific Kansas City | 0.14% | 981 | $87K | Add +7.7% |
| HDV iShares Core High Dividend E | 0.13% | 778 | $86K | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 1,649 | $83K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.13% | 618 | $82K | Add +0.5% |
| RTX RTX Corp. | 0.12% | 768 | $75K | Add +0.4% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 634 | $73K | No change |
| AKAM Akamai Technologies Inc. | 0.11% | 655 | $71K | No change |
| MGM MGM Resorts International | 0.09% | 1,281 | $60K | No change |
| WELL Welltower Inc. | 0.09% | 635 | $59K | Add +0.5% |
| AXP American Express Co. | 0.09% | 260 | $59K | No change |
| DLTR Dollar Tree Inc. | 0.09% | 442 | $59K | No change |
| SYK Stryker Corp. | 0.09% | 162 | $58K | Reduce -0.6% |
| CVS CVS Health Corp. | 0.09% | 728 | $58K | Add +0.8% |
| DGRO iShares Core Dividend Growth | 0.09% | 990 | $57K | No change |
| HON Honeywell International Inc. | 0.09% | 272 | $56K | No change |
| ADM Archer-Daniels-Midland Co. | 0.09% | 889 | $56K | Add +0.8% |
| NEE Nextera Energy Inc. | 0.09% | 872 | $56K | No change |
| MDLZ Mondelez International Inc. Class A | 0.09% | 792 | $55K | Add +0.6% |
| EQIX Equinix Inc. | 0.08% | 64 | $54K | Reduce -1.5% |
| CVX Chevron Corp. | 0.08% | 338 | $53K | Add +1.2% |
| NFLX Netflix Inc. | 0.08% | 86 | $52K | Add +26.5% |
| AVB Avalonbay Communities Inc. | 0.08% | 277 | $52K | Add +0.4% |
| MAR Marriott International Class A | 0.08% | 200 | $51K | Reduce -0.5% |
| UPS United Parcel Service Class B | 0.08% | 338 | $50K | Add +0.6% |
| O Realty Income Corp. | 0.08% | 916 | $50K | Add +1.3% |
| XPO Xpo Inc. | 0.07% | 387 | $47K | No change |
| UDR Udr Inc. | 0.07% | 1,239 | $46K | Add +1.1% |
| HST Host Hotels & Resorts Inc. | 0.07% | 2,189 | $45K | Add +2.2% |
| DGX Quest Diagnostics Inc. | 0.07% | 326 | $43K | Add +0.3% |
| C Citigroup Inc. | 0.07% | 681 | $43K | Reduce -38.2% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 705 | $43K | No change |
| REGN Regeneron Pharmaceuticals | 0.07% | 44 | $42K | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.07% | 328 | $42K | Add +0.3% |
| RDVY First Trust Rising Dividend | 0.06% | 724 | $41K | Add +1.0% |
| NDAQ Nasdaq Inc. | 0.06% | 637 | $40K | Add +0.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.06% | 1,336 | $40K | Add +1.2% |
| REXR Rexford Industrial Realty Inc. | 0.06% | 772 | $39K | Add +0.7% |
| YUM Yum! Brands Inc. | 0.06% | 275 | $38K | No change |
| SCHW Schwab (charles) Corp. | 0.06% | 506 | $37K | Add +0.4% |
| EBAY eBay Inc. | 0.06% | 679 | $36K | Add +0.3% |
| FC Franklin Covey Co. | 0.06% | 905 | $36K | No change |
| DLR Digital Realty Trust Inc. | 0.05% | 236 | $34K | Add +1.3% |
| VNM Vaneck Vietnam ETF | 0.05% | 2,419 | $34K | Add +83.7% |
| PXD Pioneer Natural Resources Co. | 0.05% | 128 | $34K | Add +0.8% |
| DOC Healthpeak Properties Inc. | 0.05% | 1,789 | $34K | Add +1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 139 | $33K | No change |
| TFC Truist Financial Corp. | 0.05% | 831 | $32K | Add +1.5% |
| VXUS Vanguard Total Intl Stock | 0.05% | 501 | $31K | Add +0.2% |
| FISV Fiserv Inc. | 0.05% | 190 | $30K | No change |
| MPLX MPLX LP | 0.05% | 728 | $30K | Add +2.1% |
| NGG National Grid PLC-SP ADR | 0.05% | 439 | $30K | Reduce -1.1% |
| CCI Crown Castle Inc. | 0.05% | 277 | $30K | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.05% | 63 | $29K | Add +65.8% |
| CUBE Cubesmart | 0.05% | 637 | $29K | Add +0.9% |
| TRNO Terreno Realty Corp. | 0.04% | 425 | $28K | Add +0.7% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 334 | $28K | No change |
| TOL Toll Brothers Inc. | 0.04% | 217 | $28K | No change |
| KRC Kilroy Realty Corp. | 0.04% | 757 | $28K | Add +67.5% |
| ELS Equity Lifestyle Properties | 0.04% | 398 | $26K | Add +0.3% |
| AEE Ameren Corporation | 0.04% | 337 | $25K | No change |
| ADC Agree Realty Corp. | 0.04% | 433 | $25K | Add +0.9% |
| SHEL Shell PLC-ADR | 0.04% | 360 | $24K | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 637 | $24K | No change |
| CSX CSX Corp. | 0.04% | 645 | $24K | No change |
| SCHB Schwab US Broad Market ETF | 0.04% | 387 | $24K | Reduce -0.3% |
| IUSV iShares Core S&P U.S. Value | 0.04% | 261 | $24K | No change |
| CRM Salesforce Inc. | 0.04% | 77 | $23K | No change |
| INVH Invitation Homes Inc. | 0.04% | 644 | $23K | Add +0.6% |
| DOW Dow Inc. | 0.04% | 386 | $22K | Add +0.8% |
| ARE Alexandria Real Estate Equit | 0.03% | 170 | $22K | No change |
| MPC Marathon Petroleum Corp. | 0.03% | 108 | $22K | No change |
| PG The Procter & Gamble Co. | 0.03% | 132 | $21K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.03% | 84 | $21K | Reduce -1.2% |
| PYPL PayPal Holdings Inc. | 0.03% | 312 | $21K | Reduce -55.7% |
| GXO Gxo Logistics Inc. | 0.03% | 387 | $21K | No change |
| TGT Target Corp. | 0.03% | 116 | $21K | No change |
| NNN NNN REIT Inc. | 0.03% | 462 | $20K | No change |
| MET Metlife Inc. | 0.03% | 262 | $19K | Add +0.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.03% | 251 | $19K | Add +0.4% |
| MANU Manchester United PLC Class A | 0.03% | 1,328 | $19K | Reduce -26.3% |
| HR Healthcare Realty Trust Inc. | 0.03% | 1,307 | $19K | Add +2.3% |
| KIM Kimco Realty Corp. | 0.03% | 921 | $18K | Add +1.1% |
| BRX Brixmor Property Group Inc. | 0.03% | 765 | $18K | Add +1.1% |
| COLD Americold Realty Trust Inc. | 0.03% | 718 | $18K | Add +0.6% |
| ABBV Abbvie Inc. | 0.03% | 95 | $17K | No change |
| SBUX Starbucks Corp. | 0.03% | 187 | $17K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 91 | $17K | No change |
| EXR Extra Space Storage Inc. | 0.03% | 110 | $16K | Add +0.9% |
| UBER Uber Technologies Inc. | 0.03% | 210 | $16K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.03% | 264 | $16K | Reduce -1.5% |
| VTR Ventas Inc. | 0.03% | 366 | $16K | Add +0.8% |
| AVAV Aerovironment Inc. | 0.02% | 100 | $15K | No change |
| ZTS Zoetis Inc. | 0.02% | 90 | $15K | Reduce -98.1% |
| IHG Intercontinental Hotels-ADR | 0.02% | 137 | $14K | Add +234.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 210 | $14K | Reduce -1.9% |
| MMM 3M Co. | 0.02% | 130 | $14K | Add +1200.0% |
| GLPI Gaming and Leisure Propertie | 0.02% | 285 | $13K | Add +1.4% |
| UAL United Airlines Holdings Inc. | 0.02% | 274 | $13K | Reduce -9.9% |
| MO Altria Group Inc. | 0.02% | 297 | $13K | Add +2.1% |
| VLO Valero Energy Corp. | 0.02% | 71 | $12K | No change |
| AMLP Alerian MLP ETF | 0.02% | 255 | $12K | New |
| UNP Union Pacific Corp. | 0.02% | 48 | $12K | Reduce -2.0% |
| FDX FedEx Corp. | 0.02% | 40 | $12K | No change |
| EPRT Essential Properties Realty | 0.02% | 434 | $12K | Add +0.9% |
| LAMR Lamar Advertising Co. Class A | 0.02% | 95 | $11K | Add +1.1% |
| UMC United Microelectron-SP ADR | 0.02% | 1,400 | $11K | New |
| CB Chubb Ltd. | 0.02% | 43 | $11K | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.02% | 225 | $11K | New |
| DASH DoorDash Inc. Class A | 0.02% | 80 | $11K | No change |
| RKT Rocket Cos Inc. Class A | 0.02% | 750 | $11K | No change |
| XLB SS Materials Select Sector | 0.02% | 116 | $11K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 256 | $11K | Reduce -0.8% |
| KMB Kimberly-Clark Corp. | 0.02% | 83 | $11K | No change |
| PFFA Virtus Infracap US Pref STCK | 0.02% | 508 | $11K | New |
| XHS SS SPDR S&P HC Services ETF | 0.02% | 112 | $11K | No change |
| ELV Elevance Health Inc. | 0.02% | 20 | $11K | No change |
| AMD Advanced Micro Devices | 0.02% | 58 | $10K | Add +75.8% |
| SBAC SBA Communications Corp. | 0.02% | 46 | $10K | No change |
| BXMT Blackstone Mortgage Tru Class A | 0.02% | 500 | $10K | New |
| WEC WEC Energy Group Inc. | 0.01% | 111 | $9K | No change |
| VT Vanguard Tot World STK ETF | 0.01% | 81 | $9K | Add +37.3% |
| MCHP Microchip Technology Inc. | 0.01% | 99 | $9K | No change |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.01% | 200 | $9K | New |
| TSCO Tractor Supply Company | 0.01% | 33 | $9K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 33 | $9K | No change |
| CWH Camping World Holdings Inc. Class A | 0.01% | 311 | $9K | Add +1.0% |
| CARR Carrier Global Corp. | 0.01% | 147 | $9K | No change |
| RXO Rxo Inc. | 0.01% | 387 | $8K | No change |
| TMFC Motley Fool 100 Index ETF | 0.01% | 170 | $8K | No change |
| VGK Vanguard Ftse Europe ETF | 0.01% | 124 | $8K | No change |
| BX Blackstone Inc. | 0.01% | 61 | $8K | No change |
| SCHR Schwab Intermediate-Term US | 0.01% | 162 | $8K | Reduce -0.6% |
| OSG Octave Specialty Group Inc. filed as AMBAC FINL GROUP INC | 0.01% | 500 | $8K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 167 | $8K | No change |
| NKE Nike Inc. Class B | 0.01% | 76 | $7K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 104 | $7K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.01% | 202 | $7K | Add +0.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 16 | $6K | No change |
| AFL Aflac Inc. | 0.01% | 75 | $6K | No change |
| DUOL Duolingo | 0.01% | 27 | $6K | No change |
| ABNB Airbnb Inc. Class A | 0.01% | 36 | $6K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 14 | $6K | No change |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 0.01% | 313 | $6K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 61 | $6K | Reduce -1.6% |
| SWK Stanley Black & Decker Inc. | 0.01% | 56 | $6K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 109 | $5K | Reduce -1.8% |
| IDXX Idexx Laboratories Inc. | 0.01% | 10 | $5K | No change |
| RBLX Roblox Corp. Class A | 0.01% | 138 | $5K | No change |
| PINS Pinterest Inc. Class A | 0.01% | 150 | $5K | Reduce -14.3% |
| GILD Gilead Sciences Inc. | 0.01% | 67 | $5K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 63 | $5K | Reduce -1.6% |
| CAG Conagra Brands Inc. | 0.01% | 160 | $5K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.01% | 129 | $5K | Reduce -0.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 97 | $4K | No change |
| SOFI Sofi Technologies Inc. | 0.01% | 590 | $4K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.01% | 75 | $4K | No change |
| VXF Vanguard Extended Market ETF | 0.01% | 23 | $4K | No change |
| TTWO Take-Two Interactive Softwre | 0.01% | 27 | $4K | No change |
| AWK American Water Works Co. Inc. | 0.01% | 32 | $4K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.01% | 140 | $4K | Reduce -0.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 38 | $4K | No change |
| PM Philip Morris International | 0.01% | 42 | $4K | No change |
| LIN Linde PLC | 0.01% | 8 | $4K | Reduce -11.1% |
| CTVA Corteva Inc. | 0.01% | 63 | $4K | No change |
| CCK Crown Holdings Inc. | 0.01% | 44 | $4K | No change |
| CCL Carnival Corp. | 0.01% | 214 | $3K | No change |
| ACN Accenture PLC Class A | 0.01% | 10 | $3K | No change |
| FIS Fidelity National Info Serv | 0.01% | 45 | $3K | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.01% | 198 | $3K | Reduce -9.2% |
| PETS Petmed Express Inc. | 0.01% | 662 | $3K | Reduce -0.1% |
| NICE Nice Ltd. - Spon ADR | 0.00% | 12 | $3K | Reduce -7.7% |
| REYN Reynolds Consumer Products I | 0.00% | 106 | $3K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 23 | $3K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 72 | $3K | Reduce -10.0% |
| BP BP PLC-Spons ADR | 0.00% | 74 | $3K | Reduce -8.6% |
| BCS Barclays PLC-Spons ADR | 0.00% | 291 | $3K | No change |
| GBCI Glacier Bancorp Inc. | 0.00% | 67 | $3K | Reduce -1.5% |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 62 | $3K | Reduce -8.8% |
| UL Unilever PLC | 0.00% | 52 | $3K | Reduce -8.8% |
| GUNR NT Mstar GLBL NR ETF | 0.00% | 64 | $3K | No change |
| SNY Sanofi-ADR | 0.00% | 53 | $3K | Reduce -8.6% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 30 | $3K | Reduce -9.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 101 | $3K | Reduce -1.0% |
| OKTA Okta Inc. | 0.00% | 24 | $3K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 63 | $2K | Reduce -1.6% |
| PNW Pinnacle West Capital | 0.00% | 33 | $2K | No change |
| NET Cloudflare Inc. Class A | 0.00% | 25 | $2K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 68 | $2K | No change |
| PUBM Pubmatic Inc. Class A | 0.00% | 100 | $2K | No change |
| SCHP Schwab U.S. Tips ETF | 0.00% | 45 | $2K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 38 | $2K | Reduce -9.5% |
| WPP WPP PLC-Sponsored ADR | 0.00% | 47 | $2K | No change |
| QYLD Global X Nasd 100 Cov Call | 0.00% | 122 | $2K | Add +3.4% |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 243 | $2K | Add +2.1% |
| AAL American Airlines Group Inc. | 0.00% | 140 | $2K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.00% | 14 | $2K | Reduce -6.7% |
| IEMG iShares Core MSCI Emerging | 0.00% | 37 | $2K | Reduce -2.6% |
| VTRS Viatris Inc. | 0.00% | 161 | $2K | Reduce -3.0% |
| VAC Marriott Vacations World | 0.00% | 17 | $2K | No change |
| DKNG Draftkings Inc. Class A | 0.00% | 40 | $2K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 50 | $2K | Reduce -2.0% |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 61 | $2K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 23 | $2K | No change |
| PUK Prudential PLC-ADR | 0.00% | 81 | $2K | Reduce -9.0% |
| EBND State Street SPDR Bloomberg | 0.00% | 74 | $2K | No change |
| TV Grupo Televisa SA-Spon ADR | 0.00% | 459 | $1K | No change |
| SHC Sotera Health Co. | 0.00% | 100 | $1K | No change |
| PSK SS SPDR Ice Pref Sec ETF | 0.00% | 34 | $1K | No change |
| IXUS iShares Core Intl Stock ETF | 0.00% | 17 | $1K | No change |
| IAU iShares Gold Trust | 0.00% | 27 | $1K | No change |
| EPI Wisdomtree India Earnings | 0.00% | 25 | $1K | New |
| HAUZ Xtrackers Intl Real Estate | 0.00% | 47 | $1K | Reduce -2.1% |
| SCHH Schwab US REIT ETF | 0.00% | 48 | $988 | No change |
| KHC The Kraft Heinz Co. | 0.00% | 23 | $877 | Reduce -4.2% |
| WMG Warner Music Group Corp. Class A | 0.00% | 25 | $838 | No change |
| RXT Rackspace Technology Inc. | 0.00% | 500 | $790 | No change |
| XYZ Block Inc. | 0.00% | 8 | $677 | No change |
| ACI Albertsons Cos Inc. Class A | 0.00% | 25 | $545 | No change |
| OPEN Opendoor Technologies Inc. | 0.00% | 125 | $379 | No change |
| CGC Canopy Growth Corp. | 0.00% | 42 | $369 | Reduce -2.3% |
| TLRY Tilray Brands Inc. | 0.00% | 137 | $338 | No change |
| DAL Delta Air Lines Inc. | 0.00% | 5 | $241 | No change |
| T AT&T Inc. | 0.00% | 12 | $222 | No change |
| MDT Medtronic PLC | 0.00% | 2 | $177 | No change |
| NTSX Wisdomtree US Efficient Core | 0.00% | 4 | $169 | New |
| BYND Beyond Meat Inc. | 0.00% | 18 | $149 | No change |
| DIV Global X Superdividend Use | 0.00% | 5 | $92 | No change |
| BMY Bristol-Myers Squibb Co. | 0.00% | 1 | $56 | No change |
| CONTEXTLOGIC INC - A | 0.00% | 8 | $45 | No change |
| DOMA Doma Holdings Inc. | 0.00% | 8 | $36 | No change |
| SNAP Snap Inc. Class A | 0.00% | 2 | $23 | No change |
| ONL Orion Properties Inc. filed as ORION OFFICE REIT INC | 0.00% | 6 | $22 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 2 | $17 | No change |