| VUG Vanguard Mrngstar GR ETF-Sui | 11.17% | 415,008 | $181.3M | Add +2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.93% | 738,418 | $144.9M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 6.10% | 1,544,563 | $99.0M | Add +3.4% |
| AAPL Apple Inc. | 2.68% | 171,186 | $43.4M | Add +0.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.54% | 1,624,154 | $41.1M | Reduce -0.1% |
| IBDU iShares Ibonds Dec 2029 Term | 2.51% | 1,751,750 | $40.7M | Add +0.4% |
| AVGO Broadcom Inc. | 2.08% | 109,113 | $33.8M | Add +0.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.03% | 1,360,290 | $33.0M | Reduce -0.2% |
| SPTS SS SPDR P St Term TSY ETF | 1.93% | 1,073,443 | $31.3M | Add +9.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.87% | 94,555 | $30.3M | Add +1.3% |
| MSFT Microsoft Corp. | 1.79% | 78,322 | $29.0M | Add +3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.72% | 97,156 | $27.9M | Add +2.8% |
| SNEX Stonex Group Inc. | 1.70% | 342,462 | $27.6M | Add +46.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.58% | 98,052 | $25.7M | Add +0.9% |
| HCA HCA Healthcare Inc. | 1.53% | 52,522 | $24.9M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.50% | 82,715 | $24.3M | Add +1.8% |
| CVX Chevron Corp. | 1.46% | 114,378 | $23.7M | Add +1.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.44% | 1,064,345 | $23.3M | Add +11.6% |
| JNJ Johnson & Johnson | 1.38% | 91,900 | $22.5M | Add +2.3% |
| MRK Merck & Co. Inc. | 1.28% | 172,439 | $20.7M | Add +1.1% |
| DUK Duke Energy Corp. | 1.28% | 158,167 | $20.7M | Add +1.8% |
| SPEM State Street SP PTF Em ETF | 1.27% | 440,795 | $20.7M | Add +2.8% |
| LLY Eli Lilly & Co. | 1.24% | 21,949 | $20.2M | Add +5.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.21% | 936,335 | $19.6M | Add +15.0% |
| TOTL SS Doubleline TR Tact ETF | 1.14% | 467,143 | $18.6M | Add +23.6% |
| VEU Vanguard Ftse All-World Ex-U | 1.09% | 234,917 | $17.6M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 1.08% | 61,175 | $17.5M | Reduce -1.3% |
| SPTI SS SPDR P Int Term TSY ETF | 1.01% | 569,599 | $16.3M | Add +7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 33,708 | $16.2M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.92% | 51,802 | $14.9M | Add +4.6% |
| SGOV iShares 0-3 Month Treasury B | 0.85% | 136,357 | $13.7M | Reduce -11.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.81% | 110,902 | $13.2M | Add +0.6% |
| DELL Dell Technologies -C | 0.80% | 78,615 | $12.9M | Add +5.7% |
| PG The Procter & Gamble Co. | 0.78% | 87,767 | $12.7M | Add +3.6% |
| PNFP Pinnacle Financial Partners | 0.73% | 136,953 | $11.8M | New |
| CB Chubb Ltd. | 0.71% | 35,467 | $11.6M | Add +2.9% |
| XOM Exxon Mobil Corp. | 0.68% | 64,567 | $11.0M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 0.65% | 209,953 | $10.5M | Add +3.1% |
| FANG Diamondback Energy Inc. | 0.64% | 52,771 | $10.4M | Add +2.3% |
| VYM Vanguard High DVD Yield ETF | 0.60% | 66,178 | $9.8M | Reduce -1.8% |
| SMH Vaneck Semiconductor ETF | 0.60% | 25,250 | $9.7M | Reduce -0.1% |
| JQUA JPMorgan US Quality Factor | 0.59% | 156,626 | $9.6M | Add +8.9% |
| VIG Vanguard Dividend Apprec ETF | 0.59% | 44,190 | $9.5M | Add +0.8% |
| SCHY Schwab International DVD ETF | 0.57% | 290,541 | $9.2M | New |
| KO The Coca-Cola Co. | 0.56% | 120,502 | $9.2M | Add +1.9% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.52% | 104,119 | $8.4M | Add +0.3% |
| VGSH Vanguard Short-Term Treasury | 0.50% | 138,845 | $8.1M | Add +3.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.49% | 151,405 | $8.0M | Reduce -0.9% |
| PFE Pfizer Inc. | 0.48% | 278,391 | $7.8M | Add +4.3% |
| BAM Brookfield Asset Mgmt-A | 0.48% | 173,492 | $7.7M | Add +23.1% |
| EMR Emerson Electric Co. | 0.46% | 56,527 | $7.4M | Add +3.8% |
| WMT Walmart Inc. | 0.42% | 55,159 | $6.9M | Reduce 0.0% |
| SOXX iShares Semiconductor ETF | 0.42% | 20,803 | $6.8M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 135,740 | $6.6M | Add +6.4% |
| COST Costco Wholesale Corp. | 0.41% | 6,631 | $6.6M | Add +0.7% |
| HD Home Depot Inc. | 0.38% | 18,834 | $6.2M | Add +8.6% |
| VOO Vanguard S&P 500 ETF | 0.37% | 10,108 | $6.0M | Add +12.2% |
| XLV SS Health Care Select Sector | 0.36% | 40,073 | $5.9M | Reduce -26.0% |
| GD General Dynamics Corp. | 0.36% | 17,102 | $5.9M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.31% | 7,727 | $5.0M | Add +7.7% |
| ABBV Abbvie Inc. | 0.31% | 23,101 | $5.0M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 86,466 | $4.7M | Reduce -1.4% |
| PANW Palo Alto Networks Inc. | 0.28% | 28,706 | $4.6M | Add +29.7% |
| ORI Old Republic Intl Corp. | 0.28% | 114,676 | $4.6M | Add +1.1% |
| EPD Enterprise Products Partners | 0.28% | 118,242 | $4.5M | Reduce -5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 6,573 | $4.3M | Reduce -5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 7,264 | $4.2M | Add +3.5% |
| NVS Novartis AG-Sponsored ADR | 0.26% | 27,201 | $4.2M | Reduce -2.3% |
| PEP Pepsico Inc. | 0.26% | 26,686 | $4.1M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 0.25% | 19,715 | $4.1M | Add +3.5% |
| SCHF Schwab Intl Equity ETF | 0.25% | 162,616 | $4.0M | No change |
| HROW Harrow Inc. | 0.24% | 110,559 | $3.9M | Add +5.0% |
| NVDA Nvidia Corp. | 0.24% | 22,219 | $3.9M | Add +11.2% |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 20,115 | $3.9M | Add +0.3% |
| CAT Caterpillar Inc. | 0.24% | 5,428 | $3.8M | Add +8.2% |
| MCD McDonald's Corp. | 0.22% | 11,392 | $3.5M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.21% | 6,063 | $3.5M | Add +0.9% |
| AFL Aflac Inc. | 0.20% | 30,176 | $3.3M | No change |
| CRM Salesforce Inc. | 0.20% | 17,448 | $3.3M | Add +20.1% |
| SO The Southern Co. | 0.20% | 33,202 | $3.2M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.20% | 11,818 | $3.2M | Add +29.7% |
| SCHV Schwab US Large-Cap Value | 0.20% | 103,965 | $3.2M | Reduce -0.3% |
| ACIW Aci Worldwide Inc. | 0.19% | 75,366 | $3.1M | Add +43.0% |
| PAYX Paychex Inc. | 0.18% | 32,126 | $3.0M | Reduce -3.2% |
| WM Waste Management Inc. | 0.18% | 12,784 | $2.9M | Reduce -0.7% |
| CALM Cal-Maine Foods Inc. | 0.17% | 35,859 | $2.8M | Add +29.4% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 18,396 | $2.7M | Add +1.4% |
| DAL Delta Air Lines Inc. | 0.16% | 39,825 | $2.6M | Add +0.1% |
| NUE Nucor Corp. | 0.16% | 15,187 | $2.6M | Add +3.4% |
| AXP American Express Co. | 0.16% | 8,418 | $2.5M | Reduce -1.7% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.16% | 100,204 | $2.5M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.15% | 31,232 | $2.4M | Reduce -1.2% |
| COPX Global X Copper Miners ETF | 0.15% | 31,078 | $2.4M | New |
| DHR Danaher Corp. | 0.15% | 12,419 | $2.4M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 0.14% | 33,529 | $2.3M | Reduce -1.5% |
| RTX RTX Corp. | 0.14% | 12,097 | $2.3M | Add +1.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.13% | 47,602 | $2.2M | Add +0.6% |
| AVY Avery Dennison Corp. | 0.13% | 12,402 | $2.1M | No change |
| LMT Lockheed Martin Corp. | 0.13% | 3,541 | $2.1M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.13% | 4,201 | $2.1M | Add +27.1% |
| IQLT iShares MSCI International Q | 0.13% | 45,113 | $2.1M | Add +0.2% |
| XYL Xylem Inc. | 0.13% | 17,437 | $2.1M | New |
| BIP Brookfield Infrastructure Pa | 0.13% | 56,829 | $2.1M | Reduce -1.6% |
| CSX CSX Corp. | 0.12% | 48,394 | $2.0M | Reduce -3.2% |
| MDY State Street SPDR S&P Midcap | 0.12% | 3,170 | $2.0M | Reduce -16.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.11% | 23,541 | $1.8M | Add +6.2% |
| V Visa Inc. Class A | 0.11% | 5,918 | $1.8M | Add +5.2% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.11% | 68,619 | $1.8M | Reduce -1.4% |
| ABT Abbott Laboratories | 0.10% | 15,984 | $1.6M | Reduce -0.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.10% | 22,214 | $1.6M | Reduce -2.1% |
| UPS United Parcel Service Class B | 0.10% | 15,955 | $1.6M | Reduce -0.7% |
| DVY iShares Select Dividend ETF | 0.09% | 9,809 | $1.5M | No change |
| FHN First Horizon Corp. | 0.09% | 64,254 | $1.5M | Add +570.3% |
| ORCL Oracle Corp. | 0.09% | 9,844 | $1.4M | Reduce -2.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.08% | 2,969 | $1.4M | Reduce -0.5% |
| MYCG State Street MY2027 Corporat | 0.08% | 54,855 | $1.4M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 8,549 | $1.4M | Add +3.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.08% | 43,882 | $1.3M | No change |
| USB US Bancorp | 0.08% | 25,153 | $1.3M | Reduce -2.0% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 41,917 | $1.3M | Reduce -12.8% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 43,891 | $1.3M | Add +1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.08% | 16,038 | $1.3M | Reduce -6.6% |
| HON Honeywell International Inc. | 0.08% | 5,508 | $1.2M | Add +1.9% |
| XLE SS Energy Select Sector | 0.07% | 19,040 | $1.2M | Reduce -7.6% |
| MYCF State Street MY2026 Corporat | 0.07% | 45,792 | $1.1M | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.07% | 57,520 | $1.1M | Reduce -1.7% |
| VXF Vanguard Extended Market ETF | 0.07% | 5,344 | $1.1M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.07% | 2,578 | $1.1M | Reduce -9.7% |
| SYK Stryker Corp. | 0.07% | 3,299 | $1.1M | Reduce -0.6% |
| GIB Cgi Inc. | 0.07% | 14,584 | $1.1M | Reduce -15.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 27,438 | $1.0M | Reduce -21.8% |
| FDX FedEx Corp. | 0.06% | 2,801 | $998K | Reduce -2.0% |
| BLK BlackRock Inc. | 0.06% | 1,027 | $988K | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.06% | 10,152 | $986K | Add +1.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 18,916 | $964K | Add +14.5% |
| IBMP iShares Ibonds Dec 2027 Term | 0.06% | 37,742 | $960K | Reduce -23.2% |
| PFF iShares Preferred & Income S | 0.06% | 31,404 | $952K | No change |
| SCHA Schwab US Small-Cap ETF | 0.06% | 32,643 | $949K | Reduce -0.3% |
| WDAY Workday Inc. Class A | 0.06% | 7,211 | $937K | Add +24.9% |
| WY Weyerhaeuser Co. | 0.06% | 38,222 | $934K | Reduce -7.3% |
| GTLS Chart Industries Inc. | 0.06% | 4,499 | $930K | Reduce -66.2% |
| PM Philip Morris International | 0.06% | 5,599 | $926K | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.06% | 9,769 | $907K | Reduce -3.0% |
| ECL Ecolab Inc. | 0.05% | 3,309 | $880K | Add +5.3% |
| ADP Automatic Data Processing | 0.05% | 4,289 | $871K | Reduce -2.6% |
| ACN Accenture PLC Class A | 0.05% | 4,368 | $866K | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 8,751 | $843K | Reduce -7.3% |
| VGT Vanguard Info Tech ETF | 0.05% | 1,198 | $836K | Reduce -1.4% |
| XLF SS Financial Select Sector | 0.05% | 16,376 | $808K | Reduce -2.1% |
| IWM iShares Russell 2000 ETF | 0.05% | 3,259 | $808K | Reduce -5.4% |
| WFC Wells Fargo & Co. | 0.05% | 10,024 | $798K | Add +0.7% |
| TSLA Tesla Inc. | 0.05% | 2,118 | $787K | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.05% | 6,055 | $780K | Reduce -3.9% |
| IWD iShares Russell 1000 Value E | 0.05% | 3,631 | $776K | Reduce -11.2% |
| MO Altria Group Inc. | 0.05% | 11,656 | $769K | Add +6.5% |
| HDV iShares Core High Dividend E | 0.05% | 5,507 | $747K | Add +1.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.05% | 8,032 | $734K | No change |
| PEG Public Service Enterprise GP | 0.04% | 8,961 | $725K | Reduce -4.3% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 6,413 | $725K | No change |
| GS Goldman Sachs Group Inc. | 0.04% | 828 | $701K | Add +4.3% |
| ATEX Anterix Inc. | 0.04% | 18,307 | $699K | Add +5.7% |
| LOW Lowe's Cos Inc. | 0.04% | 2,943 | $695K | Add +4.3% |
| NKE Nike Inc. Class B | 0.04% | 12,823 | $677K | Reduce -8.6% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 11,560 | $666K | Reduce -6.8% |
| LYB Lyondellbasell Indu Class A | 0.04% | 8,215 | $662K | No change |
| PGR Progressive Corp. | 0.04% | 3,323 | $659K | Add +0.8% |
| MS Morgan Stanley | 0.04% | 3,955 | $651K | Reduce -5.6% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 10,712 | $650K | No change |
| SHEL Shell PLC-ADR | 0.04% | 6,973 | $648K | No change |
| T AT&T Inc. | 0.04% | 22,147 | $642K | Add +2.5% |
| ETN Eaton Corp. PLC | 0.04% | 1,778 | $636K | Add +5.5% |
| PSX Phillips 66 | 0.04% | 3,488 | $635K | No change |
| AMGN Amgen Inc. | 0.04% | 1,800 | $633K | Reduce -1.4% |
| MYCH State Street MY2028 Corporat | 0.04% | 24,207 | $604K | No change |
| SMOT Vaneck Morningstar Smid Moat | 0.04% | 17,097 | $602K | Reduce -12.1% |
| NOC Northrop Grumman Corp. | 0.04% | 865 | $590K | No change |
| VDC Vanguard Consumer Staple ETF | 0.04% | 2,527 | $568K | Reduce -1.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.03% | 28,110 | $549K | Reduce -1.8% |
| AMAT Applied Materials Inc. | 0.03% | 1,606 | $549K | Reduce -11.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 2,522 | $548K | Reduce -15.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 1,452 | $534K | No change |
| WMB Williams Cos Inc. | 0.03% | 7,316 | $532K | Add +11.0% |
| CLW Clearwater Paper Corp. | 0.03% | 36,830 | $530K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 6,393 | $528K | No change |
| MET Metlife Inc. | 0.03% | 7,340 | $519K | Reduce -5.7% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 4,090 | $508K | Add +44.2% |
| AMP Ameriprise Financial Inc. | 0.03% | 1,141 | $507K | Add +11.2% |
| MCHP Microchip Technology Inc. | 0.03% | 7,808 | $504K | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 2,014 | $488K | No change |
| ISPY Proshares S&P High Incom ETF | 0.03% | 11,251 | $488K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.03% | 7,100 | $486K | No change |
| IHE iShares US Pharmaceuticals E | 0.03% | 5,574 | $483K | No change |
| JPST JPMorgan Ultra-Short Income | 0.03% | 9,442 | $478K | Add +10.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.03% | 8,339 | $463K | Reduce -23.3% |
| IWY iShares Russell Top 200 Grow | 0.03% | 1,841 | $458K | No change |
| IAU iShares Gold Trust | 0.03% | 5,187 | $457K | No change |
| UNP Union Pacific Corp. | 0.03% | 1,881 | $456K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 3,104 | $453K | Add +0.3% |
| TXN Texas Instruments Inc. | 0.03% | 2,324 | $451K | Add +49.6% |
| MMM 3M Co. | 0.03% | 3,078 | $447K | Add +5.6% |
| YUM Yum! Brands Inc. | 0.03% | 2,871 | $446K | No change |
| LHX L3HARRIS Technologies Inc. | 0.03% | 1,285 | $444K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 3,022 | $440K | Reduce -5.6% |
| BDX Becton Dickinson and Co. | 0.03% | 2,793 | $439K | Reduce -10.7% |
| NFLX Netflix Inc. | 0.03% | 4,527 | $435K | Add +0.1% |
| HYBL SS Blackstone High Inc. ETF | 0.03% | 15,556 | $433K | No change |
| ITW Illinois Tool Works | 0.03% | 1,621 | $422K | No change |
| DGRO iShares Core Dividend Growth | 0.03% | 5,902 | $414K | New |
| WELL Welltower Inc. | 0.03% | 2,071 | $409K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 1,423 | $404K | Add +8.6% |
| TRV The Travelers Cos Inc. | 0.02% | 1,379 | $402K | Reduce -1.3% |
| UL Unilever PLC-Sponsored ADR | 0.02% | 6,841 | $390K | No change |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,806 | $381K | No change |
| EOG EOG Resources Inc. | 0.02% | 2,541 | $367K | No change |
| COF Capital One Financial Corp. | 0.02% | 1,959 | $357K | Reduce -1.7% |
| GLW Corning Inc. | 0.02% | 2,615 | $356K | Reduce -11.0% |
| GWW WW Grainger Inc. | 0.02% | 325 | $355K | Add +1.9% |
| MCO Moody's Corp. | 0.02% | 804 | $351K | Reduce -0.7% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.02% | 13,267 | $343K | No change |
| SYY Sysco Corp. | 0.02% | 4,754 | $339K | No change |
| ENB Enbridge Inc. | 0.02% | 6,223 | $337K | Reduce -3.0% |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 4,419 | $329K | Reduce -30.3% |
| RF Regions Financial Corp. | 0.02% | 12,491 | $326K | Add +23.8% |
| CHCT Community Healthcare Trust I | 0.02% | 20,100 | $319K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.02% | 6,515 | $315K | No change |
| VGIT Vanguard Intermediate-Term T | 0.02% | 5,268 | $314K | No change |
| UBER Uber Technologies Inc. | 0.02% | 4,267 | $307K | New |
| CL Colgate-Palmolive Co. | 0.02% | 3,570 | $304K | Reduce -3.7% |
| CARR Carrier Global Corp. | 0.02% | 5,401 | $304K | Reduce -6.6% |
| RNST Renasant Corp. | 0.02% | 8,094 | $292K | No change |
| PHYS Sprott Physical Gold Trust | 0.02% | 8,050 | $285K | Add +4.8% |
| AMD Advanced Micro Devices | 0.02% | 1,389 | $283K | Reduce -8.0% |
| CPRT Copart Inc. | 0.02% | 8,510 | $283K | No change |
| GPN Global Payments Inc. | 0.02% | 4,164 | $280K | Add +1.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 23,790 | $275K | No change |
| VLTO Veralto Corp. | 0.02% | 3,057 | $270K | Add +1.4% |
| FITB Fifth Third Bancorp | 0.02% | 5,783 | $269K | Reduce -8.9% |
| KMI Kinder Morgan Inc. | 0.02% | 7,705 | $258K | Add +0.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 9,267 | $258K | No change |
| VRT Vertiv Holdings Co. Class A | 0.02% | 1,027 | $257K | New |
| LUV Southwest Airlines Co. | 0.02% | 6,799 | $255K | Reduce -30.1% |
| ALL Allstate Corp. | 0.02% | 1,218 | $253K | No change |
| ADUS Addus Homecare Corp. | 0.01% | 2,600 | $243K | Add +18.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 1,173 | $242K | No change |
| XLRE SS Real Estate Select Sector | 0.01% | 5,934 | $242K | No change |
| AGX Argan Inc. | 0.01% | 441 | $240K | New |
| PRF Invesco Rafi US 1000 ETF | 0.01% | 4,883 | $232K | No change |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.01% | 5,745 | $230K | No change |
| ATO Atmos Energy Corp. | 0.01% | 1,246 | $230K | No change |
| HSY The Hershey Co. | 0.01% | 1,091 | $227K | Reduce -15.5% |
| KR Kroger Co. | 0.01% | 3,122 | $226K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 649 | $219K | Reduce -2.3% |
| APD Air Products & Chemicals Inc. | 0.01% | 751 | $218K | New |
| JCI Johnson Controls Internation | 0.01% | 1,655 | $217K | New |
| TT Trane Technologies PLC | 0.01% | 519 | $216K | Add +0.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.01% | 4,558 | $207K | New |
| VPU Vanguard Utilities ETF | 0.01% | 1,022 | $202K | Reduce -10.9% |
| EGP Eastgroup Properties Inc. | 0.01% | 1,089 | $202K | New |
| AGG iShares Core U.S. Aggregate | 0.01% | 2,026 | $201K | No change |
| BTI British American Tob-SP ADR | 0.01% | 3,435 | $201K | New |
| MGNI Magnite Inc. | 0.01% | 14,250 | $169K | No change |
| BBHL BBH Select Large Cap ETF | 0.01% | 10,965 | $165K | No change |
| ESBA Empire State Realty Op LP-Es | 0.01% | 21,690 | $109K | No change |