| DFUS Dimensional US Eq MKT ETF | 8.02% | 2,506,843 | $151.6M | Add +5.8% |
| VOO Vanguard S&P 500 ETF | 7.85% | 288,860 | $148.4M | Add +5.7% |
| VTI VG Morningstar TS MKT ETF-US | 7.10% | 488,385 | $134.2M | Add +4.2% |
| DFAC Dimensional US Core Equity 2 | 5.49% | 3,148,980 | $103.9M | Add +11.1% |
| VXUS Vanguard Total Intl Stock | 4.83% | 1,470,452 | $91.3M | Add +15.6% |
| ITOT iShares Core S&P Total U.S. | 4.77% | 738,789 | $90.1M | Add +11.2% |
| VT Vanguard Tot World STK ETF | 3.79% | 617,939 | $71.7M | Add +4.2% |
| DFAI Dimensional International Co. | 2.74% | 1,660,969 | $51.9M | Add +6.0% |
| BIV Vanguard Intermediate-Term B | 2.68% | 660,669 | $50.6M | Add +263.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.41% | 245,033 | $45.6M | Add +1.0% |
| AAPL Apple Inc. | 2.35% | 199,722 | $44.4M | Add +1.9% |
| SYK Stryker Corp. | 2.25% | 114,254 | $42.5M | Reduce -0.6% |
| BND Vanguard Total Bond Market | 2.23% | 575,088 | $42.2M | Add +2.6% |
| VYM Vanguard High DVD Yield ETF | 1.96% | 286,946 | $37.0M | Add +2.7% |
| BKLC BNY Mellon US LRG Cap Cor | 1.59% | 282,118 | $30.0M | Add +21.6% |
| IAU iShares Gold Trust | 1.48% | 475,144 | $28.0M | Add +0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.28% | 307,642 | $24.3M | Add +67.7% |
| MSFT Microsoft Corp. | 1.22% | 61,431 | $23.1M | Add +3.4% |
| VOOV Vanguard S&P 500 Value ETF | 1.06% | 108,966 | $20.1M | Reduce -1.5% |
| DFSV Dimensional US Small Cap Val | 1.04% | 697,869 | $19.6M | Add +5.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.96% | 70,141 | $18.1M | Add +4.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.96% | 266,548 | $18.1M | Add +38.5% |
| AVDE Avantis International Equity | 0.91% | 260,466 | $17.3M | Add +11.8% |
| DFAU Dimensional US Core Equity M | 0.91% | 446,808 | $17.2M | Add +7.7% |
| NVDA Nvidia Corp. | 0.91% | 158,295 | $17.2M | Add +34.9% |
| IWN iShares Russell 2000 Value E | 0.82% | 103,254 | $15.6M | Add +0.0% |
| IBIT iShares Bitcoin Trust ETF | 0.77% | 310,982 | $14.6M | Add +5.1% |
| AGG iShares Core U.S. Aggregate | 0.76% | 145,177 | $14.4M | Add +352.4% |
| AVUS Avantis U.S. Equity ETF | 0.76% | 154,632 | $14.3M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.75% | 25,112 | $14.1M | Add +3.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.71% | 43,542 | $13.4M | Add +38.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 24,687 | $13.1M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.58% | 57,876 | $11.0M | Add +5.2% |
| SCHB Schwab US Broad Market ETF | 0.56% | 491,647 | $10.6M | Add +11.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 59,684 | $10.3M | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 214,892 | $9.7M | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 16,694 | $9.3M | Add +0.7% |
| SCHF Schwab Intl Equity ETF | 0.46% | 437,081 | $8.6M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 0.45% | 54,610 | $8.4M | Add +8.4% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 161,687 | $8.2M | Add +6.8% |
| SUB iShares Short-Term National | 0.40% | 71,219 | $7.5M | Add +8.0% |
| META Meta Platforms Inc. Class A | 0.39% | 12,710 | $7.3M | Add +7.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.39% | 142,578 | $7.3M | Add +23.4% |
| GLDM SPDR Gold Minishares Trust | 0.34% | 104,289 | $6.5M | Reduce -0.2% |
| MUB iShares National Muni Bond E | 0.33% | 59,037 | $6.2M | Add +30.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.31% | 29,043 | $5.8M | Add +12.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.30% | 219,668 | $5.6M | Add +13.3% |
| DFAS Dimensional US Small Cap ETF | 0.29% | 91,820 | $5.5M | Reduce -2.6% |
| HFFG HF Foods Group Inc. | 0.29% | 1,110,712 | $5.4M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 14,259 | $5.3M | Add +40.8% |
| VNQ Vanguard Real Estate ETF | 0.27% | 56,610 | $5.1M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.27% | 16,335 | $5.1M | Add +1.1% |
| ABBV Abbvie Inc. | 0.27% | 24,214 | $5.1M | Add +27.9% |
| JPM JPMorgan Chase & Co. | 0.25% | 19,436 | $4.8M | Add +57.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 19,109 | $4.8M | Add +5.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.25% | 84,642 | $4.7M | Add +0.4% |
| IXUS iShares Core Intl Stock ETF | 0.24% | 64,490 | $4.5M | Add +9.4% |
| EFV iShares MSCI Eafe Value ETF | 0.22% | 70,884 | $4.2M | Reduce -6.2% |
| VONE Vanguard Russell 1000 | 0.22% | 16,113 | $4.1M | Add +7.0% |
| PG The Procter & Gamble Co. | 0.22% | 23,981 | $4.1M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.21% | 64,110 | $4.0M | Add +24.6% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 19,943 | $3.9M | Add +0.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.20% | 29,819 | $3.8M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 8,002 | $3.8M | Add +32.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.20% | 50,038 | $3.7M | Add +8.7% |
| AVGO Broadcom Inc. | 0.19% | 21,966 | $3.7M | Reduce -9.0% |
| APO Apollo Global Management Inc. | 0.19% | 25,751 | $3.5M | Add +38.6% |
| CAT Caterpillar Inc. | 0.18% | 10,485 | $3.5M | Add +14.5% |
| VONG Vanguard Russell 1000 Growth | 0.18% | 37,156 | $3.4M | Add +2.0% |
| AVUV Avantis US Small Cap Value | 0.18% | 39,529 | $3.4M | Add +93.0% |
| IWV iShares Russell 3000 ETF | 0.17% | 10,353 | $3.3M | Reduce -4.7% |
| AXP American Express Co. | 0.17% | 11,998 | $3.2M | Add +27.0% |
| XOM Exxon Mobil Corp. | 0.17% | 27,024 | $3.2M | Add +95.5% |
| GS Goldman Sachs Group Inc. | 0.17% | 5,752 | $3.1M | Add +23.9% |
| KLAC KLA Corp. | 0.16% | 4,577 | $3.1M | Add +13.4% |
| AIT Applied Industrial Tech Inc. | 0.16% | 13,793 | $3.1M | No change |
| MU Micron Technology Inc. | 0.16% | 35,191 | $3.1M | Add +73.8% |
| VGT Vanguard Info Tech ETF | 0.16% | 5,580 | $3.0M | Add +11.1% |
| SCHM Schwab US Mid Cap ETF | 0.16% | 115,166 | $3.0M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.16% | 19,780 | $3.0M | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.15% | 17,590 | $2.9M | Add +42.1% |
| DFUV Dimensional US Marketwide Va | 0.15% | 70,350 | $2.9M | Add +7.0% |
| SPTS SS SPDR P St Term TSY ETF | 0.15% | 98,777 | $2.9M | Reduce -0.0% |
| TSLA Tesla Inc. | 0.15% | 10,927 | $2.8M | Add +80.5% |
| ZTS Zoetis Inc. | 0.15% | 17,162 | $2.8M | Reduce -0.5% |
| VONV Vanguard Russell 1000 Value | 0.14% | 32,604 | $2.7M | Add +1.1% |
| HON Honeywell International Inc. | 0.14% | 12,566 | $2.7M | Reduce -0.6% |
| BKIE BNY Mellon Intl Eqty ETF | 0.14% | 34,113 | $2.6M | Add +1.5% |
| DVY iShares Select Dividend ETF | 0.14% | 19,179 | $2.6M | Add +0.0% |
| CRM Salesforce Inc. | 0.13% | 9,417 | $2.5M | Add +34.0% |
| WMT Walmart Inc. | 0.13% | 27,376 | $2.4M | Add +86.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 3 | $2.4M | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.12% | 6,949 | $2.3M | Add +52.4% |
| GOOG Alphabet Inc. Class C | 0.12% | 14,862 | $2.3M | Add +2.7% |
| ICSH iShares Ultra Short Duration | 0.12% | 45,607 | $2.3M | Add +21.6% |
| SDY SS SPDR S&P Dividend ETF | 0.12% | 16,777 | $2.3M | Add +0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.12% | 96,868 | $2.2M | Add +157.6% |
| MDT Medtronic PLC | 0.12% | 24,569 | $2.2M | New |
| SCHX Schwab US Large-Cap ETF | 0.11% | 96,825 | $2.1M | Reduce -0.2% |
| AMP Ameriprise Financial Inc. | 0.11% | 4,416 | $2.1M | Add +27.6% |
| LLY Eli Lilly & Co. | 0.11% | 2,563 | $2.1M | Add +0.5% |
| BKNG Booking Holdings Inc. | 0.11% | 459 | $2.1M | Add +17.4% |
| TIP iShares Tips Bond ETF | 0.11% | 18,873 | $2.1M | Reduce -15.4% |
| MRK Merck & Co. Inc. | 0.11% | 23,187 | $2.1M | Add +3.1% |
| V Visa Inc. Class A | 0.11% | 5,826 | $2.0M | Reduce -7.2% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 72,301 | $2.0M | Reduce -3.3% |
| AMAT Applied Materials Inc. | 0.11% | 13,923 | $2.0M | Add +51.8% |
| MCK McKesson Corp. | 0.10% | 2,912 | $2.0M | Reduce -5.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.10% | 53,750 | $2.0M | Add +66.9% |
| VGSH Vanguard Short-Term Treasury | 0.10% | 33,213 | $1.9M | Add +11.5% |
| IWB iShares Russell 1000 ETF | 0.10% | 6,334 | $1.9M | Add +241.3% |
| PM Philip Morris International | 0.10% | 11,637 | $1.8M | Add +1.5% |
| HD Home Depot Inc. | 0.09% | 4,886 | $1.8M | Add +4.1% |
| KKR KKR & Co. Inc. | 0.09% | 15,332 | $1.8M | Add +22.1% |
| LOW Lowe's Cos Inc. | 0.09% | 7,576 | $1.8M | Reduce -0.2% |
| KAI Kadant Inc. | 0.09% | 5,091 | $1.7M | Reduce -3.1% |
| VXF Vanguard Extended Market ETF | 0.09% | 9,885 | $1.7M | Add +5.2% |
| BX Blackstone Inc. | 0.09% | 12,090 | $1.7M | Add +26.4% |
| IJR iShares Core S&P Small-Cap E | 0.09% | 16,074 | $1.7M | Add +0.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 167,146 | $1.7M | Add +2.2% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 19,621 | $1.7M | Add +270.1% |
| ITB iShares U.S. Home Constructi | 0.09% | 17,225 | $1.6M | Add +1.5% |
| DFIV Dimensional International Va | 0.09% | 41,008 | $1.6M | Add +190.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.08% | 13,755 | $1.6M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 6,991 | $1.6M | Add +0.8% |
| DFAE Dimensional Emerging Core Eq | 0.08% | 59,287 | $1.5M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 26,016 | $1.5M | Add +9.7% |
| MELI MercadoLibre Inc. | 0.08% | 756 | $1.5M | Reduce -5.7% |
| CL Colgate-Palmolive Co. | 0.08% | 15,695 | $1.5M | Add +56.4% |
| COST Costco Wholesale Corp. | 0.07% | 1,490 | $1.4M | Reduce -2.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 14,356 | $1.4M | Add +0.0% |
| K Kellanova | 0.07% | 16,696 | $1.4M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.07% | 6,598 | $1.4M | Add +5.9% |
| LMT Lockheed Martin Corp. | 0.07% | 3,019 | $1.3M | Add +46.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.07% | 6,918 | $1.3M | Add +170.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.07% | 39,786 | $1.3M | Reduce -0.7% |
| UBER Uber Technologies Inc. | 0.07% | 17,851 | $1.3M | New |
| ETN Eaton Corp. PLC | 0.07% | 4,773 | $1.3M | Add +2.0% |
| BKAG BNY Mellon Core Bond ETF | 0.07% | 30,779 | $1.3M | Reduce -1.6% |
| LIN Linde PLC | 0.07% | 2,767 | $1.3M | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.07% | 2,379 | $1.3M | Add +7.0% |
| EFA iShares MSCI Eafe ETF | 0.07% | 15,130 | $1.2M | Reduce -2.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 7,574 | $1.2M | Add +7.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.06% | 39,424 | $1.2M | Add +70.0% |
| BKMC BNY Mellon US M/C Core ETF | 0.06% | 12,252 | $1.2M | No change |
| IVW iShares S&P 500 Growth ETF | 0.06% | 12,503 | $1.2M | Add +62.0% |
| DFAT Dimensional US Target Value | 0.06% | 22,507 | $1.2M | Add +0.3% |
| MO Altria Group Inc. | 0.06% | 18,483 | $1.1M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 0.06% | 2,024 | $1.1M | Add +17.0% |
| IWF iShares Russell 1000 Growth | 0.06% | 3,054 | $1.1M | Add +7.8% |
| INTU Intuit Inc. | 0.06% | 1,781 | $1.1M | Add +448.0% |
| SUSL iShares ESG MSCI USA Leaders | 0.06% | 11,342 | $1.1M | Reduce -0.8% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 16,003 | $1.1M | Reduce -0.2% |
| XHB SS SPDR S&P Homebldrs ETF | 0.06% | 11,030 | $1.1M | No change |
| IVE iShares S&P 500 Value ETF | 0.06% | 5,567 | $1.1M | Reduce -0.5% |
| LCII Lci Industries | 0.05% | 11,844 | $1.0M | No change |
| XLF SS Financial Select Sector | 0.05% | 19,662 | $979K | Add +6.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.05% | 9,867 | $974K | Add +1.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 2,303 | $967K | No change |
| DFAX Dimensional World Ex US Core | 0.05% | 36,822 | $965K | Add +3.6% |
| SKY Champion Homes Inc. | 0.05% | 10,000 | $948K | No change |
| VIS Vanguard Industrials ETF | 0.05% | 3,754 | $929K | Add +18.5% |
| SLV iShares Silver Trust | 0.05% | 29,913 | $927K | Add +246.3% |
| MCD McDonald's Corp. | 0.05% | 2,966 | $926K | Add +1.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 11,166 | $924K | Reduce -12.1% |
| CVX Chevron Corp. | 0.05% | 5,507 | $921K | Add +58.4% |
| ORCL Oracle Corp. | 0.05% | 6,570 | $919K | Add +0.7% |
| BLK BlackRock Inc. | 0.05% | 968 | $916K | Add +2.4% |
| NFLX Netflix Inc. | 0.05% | 974 | $908K | Add +23.4% |
| IYW iShares Ustechnology ETF | 0.05% | 6,347 | $891K | New |
| CG The Carlyle Group Inc. | 0.05% | 20,332 | $886K | Add +47.0% |
| DFLV Dim US Large Cap Value ETF | 0.05% | 28,659 | $876K | Add +0.3% |
| FTNT Fortinet Inc. | 0.05% | 8,887 | $855K | Add +0.1% |
| SHOP Shopify Inc. Class A | 0.05% | 8,931 | $853K | Add +23.1% |
| QCOM Qualcomm Inc. | 0.04% | 5,513 | $847K | Reduce -3.2% |
| BCPC Balchem Corp. | 0.04% | 5,000 | $830K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.04% | 8,406 | $823K | No change |
| PH Parker Hannifin Corp. | 0.04% | 1,353 | $822K | New |
| SUSA iShares ESG Optimized MSCI U | 0.04% | 7,050 | $810K | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 19,253 | $803K | Reduce -12.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 3,087 | $793K | No change |
| ABT Abbott Laboratories | 0.04% | 5,933 | $787K | Add +26.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 12,663 | $768K | Add +0.1% |
| ARES Ares Management Corp. Class A | 0.04% | 5,049 | $740K | Add +70.5% |
| KO The Coca-Cola Co. | 0.04% | 10,313 | $739K | Reduce -2.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.04% | 7,054 | $722K | No change |
| PFE Pfizer Inc. | 0.04% | 26,858 | $681K | Reduce -6.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 13,617 | $676K | Add +0.4% |
| GLTR Abrdn Precious Metals Basket | 0.04% | 5,145 | $666K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 1,316 | $638K | Reduce -71.6% |
| VGIT Vanguard Intermediate-Term T | 0.03% | 10,715 | $636K | No change |
| ADBE Adobe Inc. | 0.03% | 1,657 | $636K | Reduce -51.9% |
| NUE Nucor Corp. | 0.03% | 5,188 | $624K | Reduce -1.8% |
| CTVA Corteva Inc. | 0.03% | 9,863 | $621K | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.03% | 1,696 | $592K | Add +2.2% |
| PRU Prudential Financial Inc. | 0.03% | 5,238 | $585K | Reduce -1.1% |
| KMB Kimberly-Clark Corp. | 0.03% | 4,072 | $579K | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 7,315 | $573K | New |
| ITW Illinois Tool Works | 0.03% | 2,243 | $556K | Reduce -1.8% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 23,401 | $548K | Add +11.5% |
| WEC WEC Energy Group Inc. | 0.03% | 4,967 | $541K | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.03% | 2,813 | $529K | Add +41.4% |
| VHT Vanguard Health Care ETF | 0.03% | 1,987 | $526K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.03% | 6,905 | $516K | Add +63.4% |
| SGOV iShares 0-3 Month Treasury B | 0.03% | 5,053 | $509K | New |
| T AT&T Inc. | 0.03% | 17,714 | $501K | Reduce -3.9% |
| TXN Texas Instruments Inc. | 0.03% | 2,732 | $491K | New |
| ALL Allstate Corp. | 0.03% | 2,345 | $486K | Add +1.7% |
| DFS Discover Financial Services | 0.02% | 2,744 | $468K | Reduce -7.3% |
| DD Dupont DE Nemours Inc. | 0.02% | 6,056 | $452K | Reduce -1.7% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 3,528 | $444K | Reduce -3.2% |
| SCHV Schwab US Large-Cap Value | 0.02% | 16,716 | $444K | Add +0.5% |
| GILD Gilead Sciences Inc. | 0.02% | 3,909 | $438K | Add +62.5% |
| MET Metlife Inc. | 0.02% | 5,350 | $430K | Add +0.0% |
| HSY The Hershey Co. | 0.02% | 2,507 | $429K | No change |
| APOG Apogee Enterprises Inc. | 0.02% | 9,143 | $424K | No change |
| AVSC Avantis US Small Cap Equity | 0.02% | 8,708 | $421K | Add +0.0% |
| SOXX iShares Semiconductor ETF | 0.02% | 2,194 | $413K | Reduce -16.3% |
| SCHG Schwab US Large-Cap Growth | 0.02% | 16,047 | $402K | No change |
| BMY Bristol-Myers Squibb Co. | 0.02% | 6,395 | $390K | Add +9.8% |
| DGRO iShares Core Dividend Growth | 0.02% | 6,289 | $389K | Add +0.4% |
| SCHP Schwab U.S. Tips ETF | 0.02% | 14,368 | $386K | Reduce -6.0% |
| MS Morgan Stanley | 0.02% | 3,310 | $386K | Reduce -8.1% |
| VCIT Vanguard Int-Term Corporate | 0.02% | 4,537 | $371K | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 2,126 | $368K | Add +2.6% |
| RSPT Invesco S&P 500 Equal Weight | 0.02% | 10,680 | $365K | No change |
| DHR Danaher Corp. | 0.02% | 1,774 | $364K | Add +3.6% |
| CMCSA Comcast Corp. Class A | 0.02% | 9,773 | $361K | Reduce -4.3% |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 2,103 | $360K | Add +8.5% |
| GLD SPDR Gold Shares | 0.02% | 1,224 | $353K | Reduce -0.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.02% | 6,429 | $352K | Add +84.8% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 1,748 | $350K | Reduce -1.0% |
| ILCG iShares Morningstar Growth E | 0.02% | 4,266 | $346K | New |
| LRCX Lam Research Corp. | 0.02% | 4,737 | $344K | Add +27.4% |
| GIS General Mills Inc. | 0.02% | 5,745 | $344K | Reduce -0.4% |
| CHCO City Holding Co. filed as CITY HLDG CO | 0.02% | 2,826 | $332K | Add +0.6% |
| ORLY O'reilly Automotive Inc. | 0.02% | 230 | $329K | Add +1.8% |
| WM Waste Management Inc. | 0.02% | 1,402 | $325K | Reduce -17.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 2,692 | $322K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.02% | 611 | $320K | Reduce -2.2% |
| RTX RTX Corp. | 0.02% | 2,411 | $319K | Add +0.9% |
| FSLR First Solar Inc. | 0.02% | 2,500 | $316K | No change |
| CMI Cummins Inc. | 0.02% | 992 | $311K | Add +1.7% |
| NEE Nextera Energy Inc. | 0.02% | 4,383 | $311K | Reduce -0.7% |
| TMUS T-Mobile US Inc. | 0.02% | 1,153 | $308K | Add +2.4% |
| VUSB Vanguard Ultra Short Bond Et | 0.02% | 6,127 | $305K | Add +24.6% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.02% | 6,228 | $301K | No change |
| SO The Southern Co. | 0.02% | 3,195 | $294K | Reduce -8.1% |
| STT State Street Corp. | 0.02% | 3,247 | $291K | No change |
| SBUX Starbucks Corp. | 0.01% | 2,869 | $281K | Reduce -7.9% |
| QRVO Qorvo Inc. | 0.01% | 3,852 | $279K | No change |
| SNY Sanofi-ADR | 0.01% | 5,000 | $277K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 1,120 | $274K | Add +3.4% |
| UBS UBS Group AG-Reg | 0.01% | 8,927 | $273K | Reduce -77.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 2,218 | $270K | Add +7.0% |
| COKE Coca-Cola Consolidated Inc. | 0.01% | 200 | $270K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.01% | 17,200 | $264K | Add +13.2% |
| DOW Dow Inc. | 0.01% | 7,545 | $263K | Reduce -5.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 9,379 | $259K | No change |
| ADP Automatic Data Processing | 0.01% | 842 | $257K | Add +20.5% |
| PAYX Paychex Inc. | 0.01% | 1,666 | $257K | Reduce -2.5% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 4,744 | $254K | No change |
| SMH Vaneck Semiconductor ETF | 0.01% | 1,198 | $253K | New |
| FRME First Merchants Corp. | 0.01% | 6,258 | $253K | No change |
| VFH Vanguard Financials ETF | 0.01% | 2,114 | $253K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 1,721 | $251K | Reduce -83.0% |
| WOR Worthington Enterprises Inc. | 0.01% | 5,000 | $250K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 3,819 | $249K | No change |
| HOMZ Hoya Capital Housing ETF | 0.01% | 5,555 | $248K | Add +0.6% |
| KR Kroger Co. | 0.01% | 3,602 | $244K | New |
| MPLX MPLX LP | 0.01% | 4,543 | $243K | No change |
| SPEM State Street SP PTF Em ETF | 0.01% | 6,125 | $241K | New |
| TSN Tyson Foods Inc. Class A | 0.01% | 3,703 | $236K | Add +0.1% |
| NSC Norfolk Southern Corp. | 0.01% | 974 | $231K | Reduce -13.5% |
| AVEM Avantis Emerging Markets Eq | 0.01% | 3,699 | $223K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 444 | $221K | Add +4.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 2,207 | $218K | Add +9.8% |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 3,005 | $218K | Add +0.5% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 3,807 | $218K | Add +4.8% |
| DGX Quest Diagnostics Inc. | 0.01% | 1,278 | $216K | New |
| MUSA Murphy USA Inc. | 0.01% | 460 | $216K | No change |
| IEMG iShares Core MSCI Emerging | 0.01% | 3,992 | $215K | New |
| VCRB Vanguard Core Bond ETF | 0.01% | 2,771 | $215K | New |
| DUK Duke Energy Corp. | 0.01% | 1,742 | $212K | Reduce -11.7% |
| WFC Wells Fargo & Co. | 0.01% | 2,954 | $212K | Reduce -45.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 212 | $209K | Add +0.5% |
| VTRS Viatris Inc. | 0.01% | 23,863 | $208K | Add +9.1% |
| BKEM BNY Mellon Emrg Mrkts Eqty | 0.01% | 3,413 | $207K | No change |
| BA The Boeing Co. | 0.01% | 1,205 | $206K | Reduce -5.3% |
| RSPH Invesco S&P 500 Equal Weight | 0.01% | 6,900 | $205K | No change |
| VTWG Vanguard Russell 2000 Growth | 0.01% | 1,093 | $204K | No change |
| FIW First Trust Water ETF | 0.01% | 2,022 | $204K | Reduce -5.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 1,000 | $202K | No change |
| SCS Steelcase Inc. Class A | 0.01% | 11,304 | $124K | Add +9.2% |
| XCHYX Calamos Convert & High Inc. | 0.01% | 11,845 | $120K | No change |
| TLSA Tiziana Life Sciences Ltd. | 0.01% | 96,260 | $104K | Add +3.3% |
| SHYF The Shyft Group Inc. | 0.00% | 11,216 | $91K | No change |
| IHS Ihs Holding Ltd. | 0.00% | 11,176 | $58K | New |
| GGB Gerdau SA -Spon ADR | 0.00% | 11,695 | $33K | No change |
| HIVE Hive Digital Technologies LT | 0.00% | 22,660 | $33K | New |