Location: Waukesha, WI
CIK: 0001827261 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Feb 10, 2026
Total Value: $864M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET | 812,288 | $65.16M | 7.5% | $50.51 | — | MF Closed and MF Open | 78464A854 |
| JBND | JPMORGAN ACTIVE | 1,200,760 | $64.93M | 7.5% | $53.34 | — | MF Closed and MF Open | 46654Q716 |
| MMIT | NYLI MACKAY | 1,838,192 | $44.72M | 5.2% | $24.50 | — | MF Closed and MF Open | 45409F827 |
| GSLC | GOLDMAN SACHS | 327,865 | $43.4M | 5.0% | $81.37 | — | MF Closed and MF Open | 381430503 |
| AVIV | AVANTIS INTL | 541,505 | $38.57M | 4.5% | $56.87 | — | MF Closed and MF Open | 025072364 |
| DLN | WISDOMTREE U S | 390,561 | $34.4M | 4.0% | $75.30 | — | MF Closed and MF Open | 97717W307 |
| DIVB | ISHARES CORE | 525,995 | $27.96M | 3.2% | $50.37 | — | MF Closed and MF Open | 46435U861 |
| IVV | ISHARES CORE | 38,341 | $26.26M | 3.0% | $347.80 | — | MF Closed and MF Open | 464287200 |
| GSIE | GOLDMAN SACHS | 600,503 | $25.79M | 3.0% | $31.09 | — | MF Closed and MF Open | 381430107 |
| DON | WISDOMTREE U S | 493,195 | $25.45M | 2.9% | $37.78 | — | MF Closed and MF Open | 97717W505 |
| VUG | VANGUARD GROWTH | 48,355 | $23.59M | 2.7% | $260.18 | — | MF Closed and MF Open | 922908736 |
| PULS | PGIM ULTRA | 446,506 | $22.14M | 2.6% | $49.54 | — | MF Closed and MF Open | 69344A107 |
| CTA | SIMPLIFY MANAGED | 811,968 | $22.13M | 2.6% | $27.94 | — | MF Closed and MF Open | 82889N699 |
| PWV | INVESCO LARGE | 323,838 | $21.54M | 2.5% | $56.09 | — | MF Closed and MF Open | 46137V738 |
| JMUB | JPMORGAN | 402,722 | $20.34M | 2.4% | $50.76 | — | MF Closed and MF Open | 46641Q647 |
| HAP | VANECK NATURAL | 326,814 | $19.65M | 2.3% | $49.00 | — | MF Closed and MF Open | 92189F841 |
| IMCG | ISHARES MORNINGSTAR | 223,763 | $17.87M | 2.1% | $68.29 | — | MF Closed and MF Open | 464288307 |
| AVDE | AVANTIS INTL | 211,150 | $17.38M | 2.0% | $62.58 | — | MF Closed and MF Open | 025072703 |
| SPDW | SPDR DEVELOPED | 376,541 | $16.72M | 1.9% | $32.51 | — | MF Closed and MF Open | 78463X889 |
| DBMF | IMGP DBI | 565,318 | $15.86M | 1.8% | $25.90 | — | MF Closed and MF Open | 53700T827 |
| SPTM | STATE STREET | 180,524 | $14.89M | 1.7% | $40.68 | — | MF Closed and MF Open | 78464A805 |
| SPMD | STATE STREET | 226,396 | $13.11M | 1.5% | $40.72 | — | MF Closed and MF Open | 78464A847 |
| RECS | COLUMBIA RESEARCH | 313,041 | $12.78M | 1.5% | $35.69 | — | MF Closed and MF Open | 19761L706 |
| SFLO | VICTORYSHARES SMALL | 399,022 | $11.77M | 1.4% | $29.48 | — | MF Closed and MF Open | 92647X822 |
| SPYG | STATE STREET | 109,340 | $11.67M | 1.4% | $64.86 | — | MF Closed and MF Open | 78464A409 |
| DGRW | WISDOMTREE US | 124,460 | $11.13M | 1.3% | $72.37 | — | MF Closed and MF Open | 97717X669 |
| IWY | ISHARES RUSSELL | 37,126 | $10.28M | 1.2% | $273.65 | — | MF Closed and MF Open | 464289438 |
| CWI | SPDR MSCI | 272,251 | $9.779M | 1.1% | $25.22 | — | MF Closed and MF Open | 78463X848 |
| SPAB | STATE STREET | 294,073 | $7.572M | 0.9% | $26.22 | — | MF Closed and MF Open | 78464A649 |
| GUNR | FLEXSHARES MORNINGSTAR | 157,262 | $7.21M | 0.8% | $41.06 | — | MF Closed and MF Open | 33939L407 |
| MDYV | STATE STREET | 83,411 | $7.061M | 0.8% | $55.09 | — | MF Closed and MF Open | 78464A839 |
| VIG | VANGUARD DIVIDEND | 30,267 | $6.652M | 0.8% | $121.99 | — | MF Closed and MF Open | 921908844 |
| SPSM | STATE STREET | 131,075 | $6.142M | 0.7% | $34.15 | — | MF Closed and MF Open | 78468R853 |
| SPYV | STATE STREET | 104,639 | $5.945M | 0.7% | $41.40 | — | MF Closed and MF Open | 78464A508 |
| AVEM | AVANTIS EMERGING | 67,625 | $5.208M | 0.6% | $56.17 | — | MF Closed and MF Open | 025072604 |
| DFAE | DIMENSIONAL EMERGING | 157,269 | $5.122M | 0.6% | $25.48 | — | MF Closed and MF Open | 25434V302 |
| BBSC | JPMORGAN | 64,478 | $4.792M | 0.6% | $63.18 | — | MF Closed and MF Open | 46641Q290 |
| SPHQ | INVESCO S&P | 63,257 | $4.747M | 0.5% | $46.08 | — | MF Closed and MF Open | 46137V241 |
| PYLD | PIMCO ENHANCED | 168,505 | $4.496M | 0.5% | $26.58 | — | MF Closed and MF Open | 72201R585 |
| RODM | HARTFORD MULTIFACTOR | 120,392 | $4.452M | 0.5% | $22.50 | — | MF Closed and MF Open | 518416102 |
| MDYG | STATE STREET | 46,953 | $4.34M | 0.5% | $75.56 | — | MF Closed and MF Open | 78464A821 |
| GNR | SPDR S&P | 68,482 | $4.256M | 0.5% | $53.77 | — | MF Closed and MF Open | 78463X541 |
| ISCG | ISHARES MORNINGSTAR | 76,183 | $4.225M | 0.5% | $45.30 | — | MF Closed and MF Open | 464288604 |
| FMDE | FIDELITY ENHANCED | 108,680 | $3.954M | 0.5% | $32.41 | — | MF Closed and MF Open | 31609A503 |
| FESM | FIDELITY COVINGTON | 94,623 | $3.575M | 0.4% | $30.70 | — | MF Closed and MF Open | 31609A206 |
| FLQM | FRANKLIN US | 61,822 | $3.478M | 0.4% | $54.46 | — | MF Closed and MF Open | 35473P884 |
| NBCM | NEUBERGER COMMODITY | 149,246 | $3.377M | 0.4% | $21.87 | — | MF Closed and MF Open | 64135A408 |
| DFIS | DIMENSIONAL INTL | 95,894 | $3.159M | 0.4% | $25.04 | — | MF Closed and MF Open | 25434V773 |
| JHMM | JOHN HANCOCK | 44,608 | $2.921M | 0.3% | $48.61 | — | MF Closed and MF Open | 47804J206 |
| CSB | VICTORYSHARES US | 49,768 | $2.917M | 0.3% | $54.89 | — | MF Closed and MF Open | 92647N873 |
| BRK/B | BERKSHIRE HATHAWAY | 4,819 | $2.422M | 0.3% | $400.38 | +24.3% | Common Stock | 084670702 |
| BBUS | JPMORGAN BETABUILDERS | 19,223 | $2.37M | 0.3% | $111.29 | — | MF Closed and MF Open | 46641Q399 |
| HTAB | HARTFORD SCHRODERS | 120,075 | $2.299M | 0.3% | $19.34 | — | MF Closed and MF Open | 41653L404 |
| JSMD | JANUS DETROIT | 28,093 | $2.291M | 0.3% | $53.15 | — | MF Closed and MF Open | 47103U209 |
| HELO | JPMORGAN HEDGED | 32,463 | $2.157M | 0.2% | $61.94 | — | MF Closed and MF Open | 46654Q724 |
| AVDV | AVANTIS INTL | 22,870 | $2.149M | 0.2% | $62.10 | — | MF Closed and MF Open | 025072802 |
| SPEM | SPDR EMERGING | 45,064 | $2.109M | 0.2% | $39.74 | — | MF Closed and MF Open | 78463X509 |
| JMST | JPMORGAN | 33,831 | $1.723M | 0.2% | $50.89 | — | MF Closed and MF Open | 46641Q654 |
| SMLV | STATE STREET | 12,528 | $1.643M | 0.2% | $80.21 | — | MF Closed and MF Open | 78468R887 |
| AAPL | APPLE INC | 5,908 | $1.606M | 0.2% | $127.31 | +110.8% | Common Stock | 037833100 |
| SJNK | STATE STREET | 59,921 | $1.517M | 0.2% | $24.97 | — | MF Closed and MF Open | 78468R408 |
| JNJ | JOHNSON & JOHNSON | 7,094 | $1.468M | 0.2% | $150.40 | +31.0% | Common Stock | 478160104 |
| VTI | VANGUARD TOTAL | 4,065 | $1.363M | 0.2% | $167.77 | — | MF Closed and MF Open | 922908769 |
| DES | WISDOMTREE U S | 39,777 | $1.331M | 0.2% | $20.77 | — | MF Closed and MF Open | 97717W604 |
| VOO | VANGUARD S&P | 2,094 | $1.313M | 0.2% | $485.41 | — | MF Closed and MF Open | 922908363 |
| PBUS | INVESCO MSCI | 18,816 | $1.288M | 0.1% | $39.80 | — | MF Closed and MF Open | 46138E461 |
| MFSG | MFS ACTIVE | 42,182 | $1.194M | 0.1% | $28.28 | — | MF Closed and MF Open | 55286W207 |
| SPGM | SPDR MSCI | 15,351 | $1.178M | 0.1% | $55.62 | — | MF Closed and MF Open | 78463X475 |
| SCHM | SCHWAB US | 38,691 | $1.163M | 0.1% | $39.20 | — | MF Closed and MF Open | 808524508 |
| WEC | WEC ENERGY | 10,147 | $1.07M | 0.1% | $92.22 | +19.6% | Common Stock | 92939U106 |
| MSFT | MICROSOFT CORP | 2,199 | $1.063M | 0.1% | $301.85 | +65.8% | Common Stock | 594918104 |
| BBMC | JPMORGAN BETABUILDERS | 8,771 | $935K | 0.1% | $90.70 | — | MF Closed and MF Open | 46641Q340 |
| CGGE | CAPITAL GROUP | 28,501 | $901K | 0.1% | $25.81 | — | MF Closed and MF Open | 14020R107 |
| NVDA | NVIDIA CORP | 4,815 | $898K | 0.1% | $102.63 | +81.4% | Common Stock | 67066G104 |
| SLYV | STATE STREET | 9,160 | $833K | 0.1% | $77.92 | — | MF Closed and MF Open | 78464A300 |
| NUMG | NUVEEN ESG | 17,212 | $822K | 0.1% | $37.51 | — | MF Closed and MF Open | 67092P409 |
| VWO | VANGUARD FSTE | 15,157 | $815K | 0.1% | $48.28 | — | MF Closed and MF Open | 922042858 |
| VSS | VANGUARD FTSE | 5,547 | $795K | 0.1% | $88.35 | — | MF Closed and MF Open | 922042718 |
| QQQ | INVESCO QQQ | 1,262 | $775K | 0.1% | $397.51 | — | MF Closed and MF Open | 46090E103 |
| GEM | GOLDMAN SACHS | 17,640 | $734K | 0.1% | $33.94 | — | MF Closed and MF Open | 381430206 |
| IWM | ISHARES RUSSELL | 2,932 | $722K | 0.1% | $187.00 | — | MF Closed and MF Open | 464287655 |
| IWF | ISHARES RUSSELL | 1,344 | $636K | 0.1% | $241.13 | — | MF Closed and MF Open | 464287614 |
| JSML | JANUS DETROIT | 8,139 | $599K | 0.1% | $42.92 | — | MF Closed and MF Open | 47103U100 |
| LLY | ELI LILLY | 462 | $497K | 0.1% | $181.68 | +426.0% | Common Stock | 532457108 |
| USFR | WISDOMTREE FLOATING | 8,674 | $436K | 0.1% | $50.30 | — | MF Closed and MF Open | 97717Y527 |
| SPSB | STATE STREET | 14,039 | $424K | 0.0% | $30.12 | — | MF Closed and MF Open | 78464A474 |
| SLYG | STATE STREET | 4,491 | $423K | 0.0% | $88.43 | — | MF Closed and MF Open | 78464A201 |
| IJH | ISHARES CORE | 6,161 | $407K | 0.0% | $86.19 | — | MF Closed and MF Open | 464287507 |
| IBIT | ISHARES BITCOIN | 7,748 | $385K | 0.0% | $57.96 | — | MF Closed and MF Open | 46438F101 |
| JCI | JOHNSON CONTROLS | 3,204 | $384K | 0.0% | $73.72 | +55.7% | Common Stock | G51502105 |
| VB | VANGUARD SMALL | 1,469 | $379K | 0.0% | $194.90 | — | MF Closed and MF Open | 922908751 |
| AMZN | AMAZON COM | 1,637 | $378K | 0.0% | $146.26 | +56.4% | Common Stock | 023135106 |
| SPY | SPDR S&P | 554 | $378K | 0.0% | $444.90 | — | MF Closed and MF Open | 78462F103 |
| VTV | VANGUARD VALUE | 1,942 | $371K | 0.0% | $154.60 | — | MF Closed and MF Open | 922908744 |
| JPM | JPMORGAN CHASE | 1,140 | $367K | 0.0% | $128.60 | +140.7% | Common Stock | 46625H100 |
| FVD | FIRST TRUST | 7,869 | $363K | 0.0% | $34.57 | — | MF Closed and MF Open | 33734H106 |
| MTUM | ISHARES MSCI | 1,432 | $358K | 0.0% | $125.66 | — | MF Closed and MF Open | 46432F396 |
| HD | HOME DEPOT | 995 | $342K | 0.0% | $315.22 | +15.7% | Common Stock | 437076102 |
| VNLA | JANUS HENDERSON | 6,649 | $327K | 0.0% | $49.17 | — | MF Closed and MF Open | 47103U886 |
| IJR | ISHARES CORE | 2,613 | $314K | 0.0% | $91.50 | — | MF Closed and MF Open | 464287804 |
| ORCL | ORACLE CORP | 1,611 | $314K | 0.0% | $100.63 | +136.6% | Common Stock | 68389X105 |
| ARTY | ISHARES FUTURE | 6,508 | $314K | 0.0% | $42.36 | — | MF Closed and MF Open | 46435U556 |
| GOOG | ALPHABET INC | 985 | $309K | 0.0% | $151.89 | +88.5% | Common Stock | 02079K107 |
| COST | COSTCO WHOLESALE | 328 | $283K | 0.0% | $595.12 | +52.2% | Common Stock | 22160K105 |
| GLD | SPDR GOLD | 708 | $281K | 0.0% | $182.41 | — | Common Stock | 78463V107 |
| SUSA | ISHARES ESG | 1,964 | $274K | 0.0% | $106.75 | — | MF Closed and MF Open | 464288802 |
| SCHV | SCHWAB US | 9,000 | $266K | 0.0% | $36.62 | — | MF Closed and MF Open | 808524409 |
| KO | COCA COLA COMPANY | 3,806 | $266K | 0.0% | $63.66 | +9.0% | Common Stock | 191216100 |
| DLS | WISDOMTREE INTL | 3,266 | $265K | 0.0% | $64.65 | — | MF Closed and MF Open | 97717W760 |
| NEE | NEXTERA ENERGY | 3,200 | $257K | 0.0% | $73.81 | +11.8% | Common Stock | 65339F101 |
| AVGO | BROADCOM INC | 735 | $254K | 0.0% | $198.28 | +80.0% | Common Stock | 11135F101 |
| DBEF | XTRACKERS MSCI | 5,158 | $248K | 0.0% | $33.62 | — | MF Closed and MF Open | 233051200 |
| SCHX | SCHWAB US | 9,141 | $246K | 0.0% | $34.53 | — | MF Closed and MF Open | 808524201 |
| MDY | SPDR S&P | 392 | $236K | 0.0% | $546.10 | — | MF Closed and MF Open | 78467Y107 |
| CAT | CATERPILLAR INC | 403 | $231K | 0.0% | $358.59 | +54.9% | Common Stock | 149123101 |
| DE | DEERE & CO | 495 | $230K | 0.0% | $396.84 | +17.9% | Common Stock | 244199105 |
| FEX | FIRST TRUST | 1,917 | $227K | 0.0% | $67.63 | — | MF Closed and MF Open | 33734K109 |
| ET | ENERGY TRANSFER | 12,416 | $205K | 0.0% | $15.38 | — | Oil & Gas, Real Estate and REIT | 29273V100 |
| TSLA | TESLA INC | 454 | $204K | 0.0% | $274.46 | +61.5% | Common Stock | 88160R101 |
| CVX | CHEVRON CORP | 1,340 | $204K | 0.0% | $118.54 | +27.7% | Common Stock | 166764100 |
| DGICA | DONEGAL GROUP | 9,892 | $198K | 0.0% | $17.86 | +8.5% | Common Stock | 257701201 |
| IYW | ISHARES TECHNOLOGY | 978 | $195K | 0.0% | $150.50 | — | MF Closed and MF Open | 464287721 |
| IWD | ISHARES RUSSELL | 884 | $186K | 0.0% | $165.08 | — | MF Closed and MF Open | 464287598 |
| MLPX | GLOBAL X | 2,902 | $176K | 0.0% | $24.90 | — | MF Closed and MF Open | 37954Y293 |
| MCD | MCDONALDS CORP | 549 | $168K | 0.0% | $259.52 | +17.6% | Common Stock | 580135101 |
| ABBV | ABBVIE INC | 731 | $167K | 0.0% | $124.18 | +83.2% | Common Stock | 00287Y109 |
| XOM | EXXON MOBIL | 1,367 | $165K | 0.0% | $106.03 | +8.9% | Common Stock | 30231G102 |
| NOC | NORTHROP GRUMMAN | 271 | $155K | 0.0% | $483.08 | +19.8% | Common Stock | 666807102 |
| WPC | W P CAREY | 2,382 | $153K | 0.0% | $70.77 | — | Common Stock | 92936U109 |
| GS | GOLDMAN SACHS | 174 | $153K | 0.0% | $435.19 | +86.9% | Common Stock | 38141G104 |
| V | VISA INC | 425 | $149K | 0.0% | $247.55 | +37.5% | Common Stock | 92826C839 |
| META | META PLATFORMS | 222 | $147K | 0.0% | $352.12 | +89.5% | Common Stock | 30303M102 |
| GOOGL | ALPHABET INC | 465 | $145K | 0.0% | $158.96 | +79.7% | Common Stock | 02079K305 |
| T | AT&T INC | 5,762 | $143K | 0.0% | $16.77 | +50.8% | Common Stock | 00206R102 |
| VEA | VANGUARD FTSE | 2,253 | $141K | 0.0% | $46.95 | — | MF Closed and MF Open | 921943858 |
| DFUS | DIMENSIONAL US | 1,880 | $139K | 0.0% | $40.60 | — | MF Closed and MF Open | 25434V401 |
| NUDM | NUVEEN ESG | 3,820 | $138K | 0.0% | $28.55 | — | MF Closed and MF Open | 67092P805 |
| NUBD | NUVEEN ESG | 6,039 | $135K | 0.0% | $22.66 | — | MF Closed and MF Open | 67092P870 |
| SOXX | ISHARES SEMICONDUCTOR | 437 | $132K | 0.0% | $237.16 | — | MF Closed and MF Open | 464287523 |
| PRF | INVESCO FTSE | 2,674 | $125K | 0.0% | $40.63 | — | MF Closed and MF Open | 46137V613 |
| ACWI | ISHARES MSCI | 875 | $124K | 0.0% | $113.53 | — | MF Closed and MF Open | 464288257 |
| NIC | NICOLET BANKSHARES | 1,017 | $123K | 0.0% | $116.10 | +8.7% | Common Stock | 65406E102 |
| IUSV | ISHARES CORE | 1,173 | $120K | 0.0% | $89.44 | — | MF Closed and MF Open | 464287663 |
| UPS | UNITED PARCEL | 1,167 | $116K | 0.0% | $109.38 | -15.2% | Common Stock | 911312106 |
| XLP | STATE STREET | 1,487 | $116K | 0.0% | $77.29 | — | MF Closed and MF Open | 81369Y308 |
| AMAT | APPLIED MATERIALS | 444 | $114K | 0.0% | $73.14 | +227.4% | Common Stock | 038222105 |
| SDY | STATE STREET | 815 | $113K | 0.0% | $109.24 | — | MF Closed and MF Open | 78464A763 |
| AMGN | AMGEN INC | 340 | $111K | 0.0% | $255.93 | +23.5% | Common Stock | 031162100 |
| RDVY | FIRST TRUST | 1,600 | $111K | 0.0% | $41.16 | — | MF Closed and MF Open | 33738R506 |
| LNT | ALLIANT ENERGY | 1,692 | $110K | 0.0% | $53.50 | +24.9% | Common Stock | 018802108 |
| MRK | MERCK & COMPANY | 1,038 | $109K | 0.0% | $75.72 | +23.1% | Common Stock | 58933Y105 |
| GWW | GRAINGER W W | 108 | $109K | 0.0% | $296.94 | +226.3% | Common Stock | 384802104 |
| IAU | ISHARES GOLD | 1,330 | $108K | 0.0% | $35.19 | — | Common Stock | 464285204 |
| EFA | ISHARES MSCI | 1,094 | $105K | 0.0% | $81.53 | — | MF Closed and MF Open | 464287465 |
| DIS | WALT DISNEY | 919 | $105K | 0.0% | $97.01 | +12.9% | Common Stock | 254687106 |
| GXC | SPDR S&P | 1,064 | $103K | 0.0% | $82.55 | — | MF Closed and MF Open | 78463X400 |
| IEMG | ISHARES CORE | 1,531 | $103K | 0.0% | $54.95 | — | MF Closed and MF Open | 46434G103 |
| AEE | AMEREN CORP | 1,019 | $102K | 0.0% | $79.59 | +28.1% | Common Stock | 023608102 |
| IHDG | WISDOMTREE TRUST | 1,973 | $96,006 | 0.0% | $35.88 | — | MF Closed and MF Open | 97717X594 |
| XEL | XCEL ENERGY | 1,276 | $94,245 | 0.0% | $55.18 | +41.9% | Common Stock | 98389B100 |
| WM | WASTE MANAGEMENT | 423 | $92,938 | 0.0% | $134.53 | +58.0% | Common Stock | 94106L109 |
| ARKQ | ARK AUTONOMOUS | 797 | $91,384 | 0.0% | $33.76 | — | MF Closed and MF Open | 00214Q203 |
| REET | ISHARES GLOBAL | 3,584 | $89,421 | 0.0% | $23.25 | — | MF Closed and MF Open | 46434V647 |
| UNP | UNION PACIFIC CORP | 379 | $87,764 | 0.0% | $212.58 | +6.9% | Common Stock | 907818108 |
| TJX | TJX COS | 568 | $87,251 | 0.0% | $72.21 | +104.5% | Common Stock | 872540109 |
| RWR | STATE STREET | 875 | $85,951 | 0.0% | $100.92 | — | MF Closed and MF Open | 78464A607 |
| CSCO | CISCO SYSTEMS | 1,114 | $85,811 | 0.0% | $50.09 | +47.3% | Common Stock | 17275R102 |
| ADP | AUTOMATIC DATA | 332 | $85,403 | 0.0% | $185.41 | +42.8% | Common Stock | 053015103 |
| PRU | PRUDENTIAL FINANCIAL | 752 | $84,888 | 0.0% | $96.42 | +10.5% | Common Stock | 744320102 |
| GLDM | SPDR GOLD | 993 | $84,772 | 0.0% | $67.61 | — | MF Closed and MF Open | 98149E303 |
| — | FS SPECIALTY | 5,971 | $84,431 | 0.0% | $14.14 | — | MF Closed and MF Open | 644323107 |
| NUSC | NUVEEN ESG | 1,870 | $83,495 | 0.0% | $33.50 | — | MF Closed and MF Open | 67092P607 |
| SO | SOUTHERN COMPANY | 926 | $80,737 | 0.0% | $66.76 | +36.2% | Common Stock | 842587107 |
| SYM | SYMBOTIC INC | 1,354 | $80,563 | 0.0% | $35.79 | +84.5% | Common Stock | 87151X101 |
| IEV | ISHARES EUROPE | 1,160 | $79,563 | 0.0% | $48.40 | — | MF Closed and MF Open | 464287861 |
| IVW | ISHARES S&P | 625 | $77,037 | 0.0% | $85.07 | — | MF Closed and MF Open | 464287309 |
| NFLX | NETFLIX INC | 810 | $75,946 | 0.0% | $104.02 | +3.6% | Common Stock | 64110L106 |
| GTO | INVESCO TOTAL | 1,580 | $74,924 | 0.0% | $53.26 | — | MF Closed and MF Open | 46090A804 |
| TMO | THERMO FISHER | 129 | $74,749 | 0.0% | $364.40 | +55.1% | Common Stock | 883556102 |
| IVE | ISHARES S&P | 352 | $74,649 | 0.0% | $178.79 | — | MF Closed and MF Open | 464287408 |
| VBK | VANGUARD SMALL | 247 | $74,621 | 0.0% | $277.69 | — | MF Closed and MF Open | 922908595 |
| ESGD | ISHARES ESG | 765 | $72,744 | 0.0% | $61.95 | — | MF Closed and MF Open | 46435G516 |
| PEP | PEPSICO INC | 500 | $71,760 | 0.0% | $151.73 | -3.8% | Common Stock | 713448108 |
| SLV | ISHARES SILVER | 1,088 | $70,089 | 0.0% | $30.04 | — | Common Stock | 46428Q109 |
| VGT | VANGUARD INFORMATION | 91 | $68,593 | 0.0% | $429.04 | — | MF Closed and MF Open | 92204A702 |
| VZ | VERIZON COMMUNICATIONS | 1,679 | $68,381 | 0.0% | $38.88 | +4.1% | Common Stock | 92343V104 |
| JAAA | JANUS HENDERSON | 1,340 | $67,777 | 0.0% | $50.88 | — | MF Closed and MF Open | 47103U845 |
| ARKW | ARK NEXT | 445 | $65,740 | 0.0% | $53.66 | — | MF Closed and MF Open | 00214Q401 |
| FLIN | FRANKLIN FTSE | 1,700 | $65,603 | 0.0% | $39.43 | — | MF Closed and MF Open | 35473P769 |
| EXAS | EXACT SCIENCES | 640 | $64,998 | 0.0% | $74.22 | +8.2% | Common Stock | 30063P105 |
| PG | PROCTER & GAMBLE | 439 | $62,850 | 0.0% | $153.17 | -3.9% | Common Stock | 742718109 |
| PH | PARKER-HANNIFIN CORP | 71 | $62,406 | 0.0% | $342.53 | +138.7% | Common Stock | 701094104 |
| SOFI | SOFI TECHNOLOGIES | 2,311 | $60,502 | 0.0% | $13.02 | +114.1% | Common Stock | 83406F102 |
| NFG | NATIONAL FUEL | 750 | $60,045 | 0.0% | $61.28 | +34.4% | Common Stock | 636180101 |
| SPG | SIMON PROPERTY | 315 | $58,310 | 0.0% | $135.52 | +32.8% | Common Stock | 828806109 |
| DVY | ISHARES SELECT | 412 | $58,146 | 0.0% | $134.36 | — | MF Closed and MF Open | 464287168 |
| WMT | WALMART INC | 512 | $57,003 | 0.0% | $55.25 | +94.0% | Common Stock | 931142103 |
| MAR | MARRIOTT INTL | 182 | $56,464 | 0.0% | $254.58 | +12.1% | Common Stock | 571903202 |
| CTAS | CINTAS CORP | 300 | $56,420 | 0.0% | $199.83 | -5.9% | Common Stock | 172908105 |
| WELL | WELLTOWER INC | 300 | $55,683 | 0.0% | $59.37 | +214.1% | Common Stock | 95040Q104 |
| FIS | FIDELITY NATIONAL | 822 | $54,630 | 0.0% | $108.81 | -39.7% | Common Stock | 31620M106 |
| STLD | STEEL DYNAMICS INC | 317 | $53,716 | 0.0% | $130.47 | +21.4% | Common Stock | 858119100 |
| COF | CAPITAL ONE | 216 | $52,349 | 0.0% | $170.81 | +30.1% | Common Stock | 14040H105 |
| VBR | VANGUARD SMALL | 245 | $51,889 | 0.0% | $174.25 | — | MF Closed and MF Open | 922908611 |
| BABA | ALIBABA GROUP | 353 | $51,703 | 0.0% | $141.12 | — | Common Stock | 01609W102 |
| ITOT | ISHARES CORE | 345 | $51,299 | 0.0% | $95.42 | — | MF Closed and MF Open | 464287150 |
| DFAT | DIMENSIONAL US | 852 | $50,728 | 0.0% | $54.69 | — | MF Closed and MF Open | 25434V609 |
| JPIB | JPMORGAN | 1,034 | $50,356 | 0.0% | $49.03 | — | MF Closed and MF Open | 46641Q852 |
| VONE | VANGUARD RUSSELL | 158 | $48,828 | 0.0% | $151.90 | — | MF Closed and MF Open | 92206C730 |
| VYM | VANGUARD HIGH | 339 | $48,653 | 0.0% | $111.23 | — | MF Closed and MF Open | 921946406 |
| AEM | AGNICO-EAGLE | 285 | $48,316 | 0.0% | $72.63 | +131.1% | Common Stock | 008474108 |
| ROK | ROCKWELL AUTOMATION | 124 | $48,264 | 0.0% | $175.36 | +114.0% | Common Stock | 773903109 |
| ARKK | ARK INNOVATION | 627 | $48,229 | 0.0% | $44.92 | — | MF Closed and MF Open | 00214Q104 |
| KMB | KIMBERLY CLARK | 478 | $48,225 | 0.0% | $123.63 | -12.3% | Common Stock | 494368103 |
| LIN | LINDE PLC | 113 | $48,182 | 0.0% | $444.89 | -4.0% | Common Stock | G54950103 |
| MO | ALTRIA GROUP | 823 | $47,453 | 0.0% | $42.02 | +41.3% | Common Stock | 02209S103 |
| BMNR | BITMINE IMMERSION | 1,737 | $47,160 | 0.0% | $41.57 | -2.5% | Common Stock | 09175A206 |
| ABT | ABBOTT LABORATORIES | 371 | $46,428 | 0.0% | $103.10 | +23.5% | Common Stock | 002824100 |
| SPGP | INVESCO S&P | 407 | $46,341 | 0.0% | $91.24 | — | MF Closed and MF Open | 46137V431 |
| MSTR | STRATEGY INC | 302 | $45,889 | 0.0% | $266.90 | -13.7% | Common Stock | 594972408 |
| CEF | SPROTT PHYSICAL | 1,000 | $45,800 | 0.0% | $15.00 | — | MF Closed and MF Open | 85208R101 |
| MGEE | MGE ENERGY INC | 567 | $44,464 | 0.0% | $68.72 | +19.1% | Common Stock | 55277P104 |
| FDX | FEDEX CORP | 152 | $43,907 | 0.0% | $271.73 | -3.7% | Common Stock | 31428X106 |
| BMO | BANK MONTREAL | 335 | $43,480 | 0.0% | $79.66 | +59.0% | Common Stock | 063671101 |
| XNTK | STATE STREET | 155 | $43,071 | 0.0% | $83.87 | — | MF Closed and MF Open | 78464A102 |
| NAVI | NAVIENT CORP | 3,300 | $42,900 | 0.0% | $15.45 | -19.5% | Common Stock | 63938C108 |
| ASML | ASML HOLDING | 40 | $42,795 | 0.0% | $936.08 | — | Common Stock | N07059210 |
| APH | AMPHENOL CORP | 314 | $42,434 | 0.0% | $109.40 | +22.1% | Common Stock | 032095101 |
| TKO | TKO GROUP | 200 | $41,800 | 0.0% | $99.79 | +94.2% | Common Stock | 87256C101 |
| FISV | FISERV INC | 606 | $40,705 | 0.0% | $102.02 | -17.8% | Common Stock | 337738108 |
| WPM | WHEATON PRECIOUS | 345 | $40,544 | 0.0% | $26.71 | +300.8% | Common Stock | 962879102 |
| SCHW | SCHWAB CHARLES | 400 | $39,964 | 0.0% | $65.11 | +45.5% | Common Stock | 808513105 |
| IJS | ISHARES S&P | 350 | $39,802 | 0.0% | $100.44 | — | MF Closed and MF Open | 464287879 |
| FTAI | FTAI AVIATION | 200 | $39,370 | 0.0% | $15.67 | +986.4% | Common Stock | G3730V105 |
| MS | MORGAN STANLEY | 219 | $38,879 | 0.0% | $119.51 | +39.3% | Common Stock | 617446448 |
| GDX | VANECK GOLD | 442 | $37,910 | 0.0% | $40.77 | — | MF Closed and MF Open | 92189F106 |
| IXUS | ISHARES CORE | 436 | $36,903 | 0.0% | $67.86 | — | MF Closed and MF Open | 46432F834 |
| PANW | PALO ALTO | 200 | $36,840 | 0.0% | $191.42 | +5.4% | Common Stock | 697435105 |
| ELV | ELEVANCE HEALTH | 104 | $36,457 | 0.0% | $344.37 | -2.2% | Common Stock | 036752103 |
| GE | GE AEROSPACE | 115 | $35,423 | 0.0% | $232.87 | +29.2% | Common Stock | 369604301 |
| RCL | ROYAL CARIBBEAN | 127 | $35,423 | 0.0% | $72.31 | +289.4% | Common Stock | V7780T103 |
| CRM | SALESFORCE INC | 130 | $34,438 | 0.0% | $185.66 | +33.7% | Common Stock | 79466L302 |
| AMD | ADVANCED MICRO | 158 | $33,837 | 0.0% | $110.11 | +104.0% | Common Stock | 007903107 |
| XLV | STATE STREET | 215 | $33,282 | 0.0% | $127.38 | — | MF Closed and MF Open | 81369Y209 |
| MPC | MARATHON PETROLEUM | 200 | $32,526 | 0.0% | $174.47 | +6.8% | Common Stock | 56585A102 |
| COR | CENCORA INC | 96 | $32,424 | 0.0% | $293.50 | +16.1% | Common Stock | 03073E105 |
| PFE | PFIZER INC | 1,261 | $31,411 | 0.0% | $26.73 | -6.3% | Common Stock | 717081103 |
| TSM | TAIWAN SEMICONDUCTOR | 103 | $31,301 | 0.0% | $197.49 | — | Common Stock | 874039100 |
| EDIV | SPDR S&P | 793 | $31,046 | 0.0% | $35.30 | — | MF Closed and MF Open | 78463X533 |
| QCOM | QUALCOMM INC | 179 | $30,619 | 0.0% | $124.35 | +37.4% | Common Stock | 747525103 |
| PHO | INVESCO WATER | 425 | $29,924 | 0.0% | $56.42 | — | MF Closed and MF Open | 46137V142 |
| LPLA | LPL FINANCIAL | 84 | $29,872 | 0.0% | $102.59 | +244.8% | Common Stock | 50212V100 |
| XLE | STATE STREET | 668 | $29,866 | 0.0% | $64.55 | — | MF Closed and MF Open | 81369Y506 |
| PLTR | PALANTIR TECHNOLOGIES | 168 | $29,862 | 0.0% | $58.25 | +210.8% | Common Stock | 69608A108 |
| DTD | WISDOMTREE U S | 350 | $29,708 | 0.0% | $75.30 | — | MF Closed and MF Open | 97717W109 |
| FBND | FIDELITY TOTAL | 641 | $29,512 | 0.0% | $44.93 | — | MF Closed and MF Open | 316188309 |
| AVMC | AVANTIS U S | 414 | $29,245 | 0.0% | $63.86 | — | MF Closed and MF Open | 025072125 |
| IMVP | INVESCO INDIA | 1,195 | $29,043 | 0.0% | $21.49 | — | MF Closed and MF Open | 46137R109 |
| EPD | ENTERPRISE PRODUCTS | 904 | $28,982 | 0.0% | $25.92 | — | Oil & Gas, Real Estate and REIT | 293792107 |
| DHR | DANAHER CORP | 126 | $28,848 | 0.0% | $211.23 | +3.9% | Common Stock | 235851102 |
| BDX | BECTON DICKINSON | 148 | $28,722 | 0.0% | $226.44 | -16.3% | Common Stock | 075887109 |
| IUSG | ISHARES S&P | 169 | $28,382 | 0.0% | $74.04 | — | MF Closed and MF Open | 464287671 |
| FELG | FIDELITY ENHANCED | 663 | $27,648 | 0.0% | $41.50 | — | MF Closed and MF Open | 31609A305 |
| CPT | CAMDEN PROPERTY | 250 | $27,520 | 0.0% | $114.43 | -9.9% | Common Stock | 133131102 |
| CMCSA | COMCAST CORP | 909 | $27,170 | 0.0% | $37.17 | -23.2% | Common Stock | 20030N101 |
| YUM | YUM BRANDS INC | 178 | $26,928 | 0.0% | $96.73 | +52.7% | Common Stock | 988498101 |
| OESX | ORION ENERGY | 1,700 | $26,146 | 0.0% | $7.32 | +74.6% | Common Stock | 686275207 |
| ORLY | O REILLY AUTOMOTIVE | 285 | $25,995 | 0.0% | $100.52 | -2.8% | Common Stock | 67103H107 |
| CNI | CANADIAN NATIONAL | 262 | $25,899 | 0.0% | $79.14 | +21.5% | Common Stock | 136375102 |
| REGN | REGENERON PHARMACEUTICAL | 33 | $25,472 | 0.0% | $564.28 | +20.3% | Common Stock | 75886F107 |
| SCZ | ISHARES MSCI | 326 | $25,275 | 0.0% | $67.70 | — | MF Closed and MF Open | 464288273 |
| UAL | UNITED AIRLINES | 222 | $24,824 | 0.0% | $83.36 | +21.2% | Common Stock | 910047109 |
| IRM | IRON MOUNTAIN | 295 | $24,470 | 0.0% | $22.21 | +317.7% | Common Stock | 46284V101 |
| NOBL | PROSHARES S&P | 235 | $24,456 | 0.0% | $75.88 | — | MF Closed and MF Open | 74348A467 |
| HPE | HEWLETT PACKARD | 975 | $23,420 | 0.0% | $23.44 | 0.0% | Common Stock | 42824C109 |
| NLR | VANECK URANIUM | 186 | $23,102 | 0.0% | $116.29 | — | MF Closed and MF Open | 92189F601 |
| CHD | CHURCH & DWIGHT | 270 | $22,640 | 0.0% | $85.22 | +0.1% | Common Stock | 171340102 |
| EMR | EMERSON ELECTRIC | 170 | $22,563 | 0.0% | $122.65 | +7.9% | Common Stock | 291011104 |
| HELP | CYBIN INC | 2,750 | $22,495 | 0.0% | $9.89 | -35.0% | Common Stock | 23256X407 |
| PPG | PPG INDUSTRIES | 217 | $22,219 | 0.0% | $113.30 | -11.6% | Common Stock | 693506107 |
| UNH | UNITEDHEALTH GROUP | 65 | $21,457 | 0.0% | $499.48 | -32.5% | Common Stock | 91324P102 |
| VIGI | VANGUARD INTERNATIONAL | 234 | $21,399 | 0.0% | $79.99 | — | MF Closed and MF Open | 921946810 |
| DFUV | DIMENSIONAL US | 456 | $21,245 | 0.0% | $30.70 | — | MF Closed and MF Open | 25434V724 |
| COP | CONOCOPHILLIPS | 225 | $21,062 | 0.0% | $93.28 | -3.5% | Common Stock | 20825C104 |
| MPT | MEDICAL PROPERTIES | 4,208 | $21,040 | 0.0% | $7.28 | — | Common Stock | 58463J304 |
| KTOS | KRATOS DEFENSE | 275 | $20,875 | 0.0% | $18.54 | +341.5% | Common Stock | 50077B207 |
| QTEC | FIRST TRUST | 89 | $20,489 | 0.0% | $197.46 | — | MF Closed and MF Open | 337345102 |
| DGRO | ISHARES CORE | 295 | $20,479 | 0.0% | $58.79 | — | MF Closed and MF Open | 46434V621 |
| HOG | HARLEY DAVIDSON | 999 | $20,470 | 0.0% | $37.13 | -33.8% | Common Stock | 412822108 |
| F | FORD MOTOR | 1,527 | $20,034 | 0.0% | $9.36 | +37.1% | Common Stock | 345370860 |
| ROP | ROPER TECHNOLOGIES | 45 | $20,031 | 0.0% | $333.07 | +38.8% | Common Stock | 776696106 |
| DAL | DELTA AIRLINES | 287 | $19,918 | 0.0% | $30.76 | +103.0% | Common Stock | 247361702 |
| NUMV | NUVEEN ESG | 505 | $19,746 | 0.0% | $33.03 | — | MF Closed and MF Open | 67092P508 |
| SHW | SHERWIN WILLIAMS | 60 | $19,442 | 0.0% | $240.31 | +39.0% | Common Stock | 824348106 |
| WMB | WILLIAMS COS | 321 | $19,295 | 0.0% | $51.72 | +16.1% | Common Stock | 969457100 |
| TTC | TORO CO | 240 | $18,893 | 0.0% | $70.95 | +4.2% | Common Stock | 891092108 |
| WINN | HARBOR LONG | 605 | $18,818 | 0.0% | $24.50 | — | MF Closed and MF Open | 41151J406 |
| QCLN | FIRST TRUST | 420 | $18,729 | 0.0% | $43.59 | — | MF Closed and MF Open | 33733E500 |
| IHF | ISHARES U S | 390 | $18,697 | 0.0% | $78.01 | — | MF Closed and MF Open | 464288828 |
| SPLV | INVESCO S&P | 260 | $18,570 | 0.0% | $58.74 | — | MF Closed and MF Open | 46138E354 |
| GNRC | GENERAC HOLDINGS | 133 | $18,137 | 0.0% | $149.55 | +7.9% | Common Stock | 368736104 |
| MAIN | MAIN STREET | 300 | $18,117 | 0.0% | $42.76 | +37.9% | Common Stock | 56035L104 |
| BMY | BRISTOL MYERS | 335 | $18,070 | 0.0% | $45.16 | +5.2% | Common Stock | 110122108 |
| LHX | L3HARRIS TECHNOLOGIES | 60 | $17,614 | 0.0% | $177.58 | +62.4% | Common Stock | 502431109 |
| AOS | SMITH AO | 261 | $17,456 | 0.0% | $67.45 | 0.0% | Common Stock | 831865209 |
| BMI | BADGER METER | 100 | $17,441 | 0.0% | $80.46 | +123.4% | Common Stock | 056525108 |
| EGP | EASTGROUP PROPERTIES | 95 | $16,923 | 0.0% | $165.32 | — | Common Stock | 277276101 |
| CCJ | CAMECO CORP | 184 | $16,834 | 0.0% | $54.31 | +65.6% | Common Stock | 13321L108 |
| NVO | NOVO NORDISK | 326 | $16,587 | 0.0% | $76.14 | — | Common Stock | 670100205 |
| PYPL | PAYPAL HOLDINGS | 276 | $16,092 | 0.0% | $101.79 | -36.3% | Common Stock | 70450Y103 |
| TDG | TRANSDIGM GROUP | 12 | $15,958 | 0.0% | $1364.80 | -4.0% | Common Stock | 893641100 |
| JOBY | JOBY AVIATION | 1,200 | $15,840 | 0.0% | $10.91 | +40.7% | Common Stock | G65163100 |
| VNM | VANECK VIETNAM | 829 | $15,815 | 0.0% | $16.66 | — | MF Closed and MF Open | 92189F817 |
| SNPE | XTRACKERS S&P | 252 | $15,737 | 0.0% | $29.21 | — | MF Closed and MF Open | 233051143 |
| AVA | AVISTA CORP | 400 | $15,416 | 0.0% | $30.40 | +27.5% | Common Stock | 05379B107 |
| BX | BLACKSTONE INC | 100 | $15,414 | 0.0% | $133.67 | +13.3% | Common Stock | 09260D107 |
| ALL | ALLSTATE CORP | 73 | $15,195 | 0.0% | $191.27 | +6.7% | Common Stock | 020002101 |
| VLO | VALERO ENERGY | 93 | $15,139 | 0.0% | $109.51 | +54.2% | Common Stock | 91913Y100 |
| WBD | WARNER BROS | 516 | $14,871 | 0.0% | $13.94 | +67.7% | Common Stock | 934423104 |
| BKR | BAKER HUGHES | 325 | $14,801 | 0.0% | $39.41 | +20.1% | Common Stock | 05722G100 |
| EOG | EOG RESOURCES | 139 | $14,596 | 0.0% | $119.76 | -10.5% | Common Stock | 26875P101 |
| IOO | ISHARES GLOBAL | 115 | $14,567 | 0.0% | $96.93 | — | MF Closed and MF Open | 464287572 |
| CGUS | CAPITAL GROUP | 355 | $14,282 | 0.0% | $32.48 | — | MF Closed and MF Open | 14020V108 |
| IWB | ISHARES RUSSELL | 37 | $13,817 | 0.0% | $189.19 | — | MF Closed and MF Open | 464287622 |
| NOW | SERVICENOW INC | 90 | $13,787 | 0.0% | $177.69 | -3.5% | Common Stock | 81762P102 |
| MUSA | MURPHY USA | 34 | $13,720 | 0.0% | $394.84 | -2.9% | Common Stock | 626755102 |
| CGXU | CAPITAL GROUP | 462 | $13,652 | 0.0% | $23.90 | — | MF Closed and MF Open | 14019W109 |
| DRS | LEONARDO DRS | 400 | $13,636 | 0.0% | $10.65 | +245.8% | Common Stock | 52661A108 |
| LOW | LOWES COMPANIES | 56 | $13,505 | 0.0% | $164.88 | +45.5% | Common Stock | 548661107 |
| CDNS | CADENCE DESIGN | 43 | $13,441 | 0.0% | $344.03 | -5.1% | Common Stock | 127387108 |
| IWR | ISHARES RUSSELL | 139 | $13,382 | 0.0% | $89.14 | — | MF Closed and MF Open | 464287499 |
| LCNB | LCNB CORP | 800 | $13,112 | 0.0% | $13.35 | +16.7% | Common Stock | 50181P100 |
| GEV | GE VERNOVA | 20 | $13,071 | 0.0% | $545.85 | +11.6% | Common Stock | 36828A101 |
| XYZ | BLOCK INC | 200 | $13,018 | 0.0% | $90.54 | -23.8% | Common Stock | 852234103 |
| TXN | TEXAS INSTRUMENTS | 75 | $13,012 | 0.0% | $133.52 | +27.9% | Common Stock | 882508104 |
| AG | FIRST MAJESTIC | 765 | $12,745 | 0.0% | $11.50 | +20.9% | Common Stock | 32076V103 |
| DUK | DUKE ENERGY | 108 | $12,659 | 0.0% | $108.79 | +11.7% | Common Stock | 26441C204 |
| O | REALTY INCOME | 218 | $12,289 | 0.0% | $54.51 | +5.2% | Common Stock | 756109104 |
| HII | HUNTINGTON INGALLS | 36 | $12,243 | 0.0% | $210.12 | +47.3% | Common Stock | 446413106 |
| NGD | NEW GOLD | 1,400 | $12,194 | 0.0% | $5.41 | +39.2% | Common Stock | 644535106 |
| SCCO | SOUTHERN COPPER | 84 | $12,051 | 0.0% | $49.13 | +170.2% | Common Stock | 84265V105 |
| COWZ | PACER US | 200 | $12,034 | 0.0% | $54.08 | — | MF Closed and MF Open | 69374H881 |
| BK | BANK NEW YORK | 103 | $11,957 | 0.0% | $55.73 | +98.3% | Common Stock | 064058100 |
| XLC | STATE STREET | 100 | $11,772 | 0.0% | $72.66 | — | MF Closed and MF Open | 81369Y852 |
| PKB | INVESCO BUILDING | 127 | $11,759 | 0.0% | $75.72 | — | MF Closed and MF Open | 46137V779 |
| VGK | VANGUARD FTSE | 140 | $11,705 | 0.0% | $65.19 | — | MF Closed and MF Open | 922042874 |
| IDXX | IDEXX LABS INC | 17 | $11,501 | 0.0% | $318.31 | +113.9% | Common Stock | 45168D104 |
| CGGR | CAPITAL GROUP | 257 | $11,429 | 0.0% | $35.28 | — | MF Closed and MF Open | 14020G101 |
| VPL | VANGUARD FTSE | 125 | $11,300 | 0.0% | $71.73 | — | MF Closed and MF Open | 922042866 |
| INTU | INTUIT INC | 17 | $11,261 | 0.0% | $421.44 | +56.8% | Common Stock | 461202103 |
| EIDO | ISHARES MSCI | 600 | $11,215 | 0.0% | $25.06 | — | MF Closed and MF Open | 46429B309 |
| CW | CURTISS WRIGHT CORP DE | 20 | $11,026 | 0.0% | $266.24 | +109.5% | Common Stock | 231561101 |
| PSX | PHILLIPS 66 | 85 | $10,968 | 0.0% | $131.42 | +2.0% | Common Stock | 718546104 |
| VRT | VERTIV HOLDINGS | 67 | $10,855 | 0.0% | $90.84 | +91.1% | Common Stock | 92537N108 |
| VXF | VANGUARD EXTENDED | 50 | $10,456 | 0.0% | $132.86 | — | MF Closed and MF Open | 922908652 |
| ARKG | ARK GENOMIC | 351 | $10,168 | 0.0% | $94.02 | — | MF Closed and MF Open | 00214Q302 |
| QUAL | ISHARES MSCI | 51 | $10,130 | 0.0% | $140.52 | — | MF Closed and MF Open | 46432F339 |
| EFV | ISHARES MSCI | 136 | $9,711 | 0.0% | $62.07 | — | MF Closed and MF Open | 464288877 |
| ESGU | ISHARES ESG | 65 | $9,684 | 0.0% | $107.99 | — | MF Closed and MF Open | 46435G425 |
| WTS | WATTS WATER | 35 | $9,661 | 0.0% | $94.88 | +190.8% | Common Stock | 942749102 |
| RSP | INVESCO S&P | 50 | $9,578 | 0.0% | $116.16 | — | MF Closed and MF Open | 46137V357 |
| RIO | RIO TINTO | 118 | $9,444 | 0.0% | $70.02 | — | Common Stock | 767204100 |
| SQM | SOCIEDAD QUIMICA | 137 | $9,426 | 0.0% | $56.43 | — | Common Stock | 833635105 |
| NBIS | NEBIUS GROUP | 111 | $9,292 | 0.0% | $103.64 | 0.0% | Common Stock | N97284108 |
| TIP | ISHARES TIPS | 83 | $9,123 | 0.0% | $115.29 | — | MF Closed and MF Open | 464287176 |
| BND | VANGUARD TOTAL | 123 | $9,111 | 0.0% | $73.37 | — | MF Closed and MF Open | 921937835 |
| HYG | ISHARES IBOXX | 113 | $9,111 | 0.0% | $94.28 | — | MF Closed and MF Open | 464288513 |
| MPWR | MONOLITHIC POWER | 10 | $9,064 | 0.0% | $808.07 | +18.9% | Common Stock | 609839105 |
| INFY | INFOSYS LTD | 496 | $8,839 | 0.0% | $12.10 | — | Common Stock | 456788108 |
| ADI | ANALOG DEVICES | 32 | $8,678 | 0.0% | $186.28 | +34.5% | Common Stock | 032654105 |
| FAST | FASTENAL CO | 214 | $8,588 | 0.0% | $37.05 | +13.4% | Common Stock | 311900104 |
| ESML | ISHARES ESG | 185 | $8,506 | 0.0% | $27.86 | — | MF Closed and MF Open | 46435U663 |
| NEM | NEWMONT CORP | 84 | $8,387 | 0.0% | $51.35 | +75.6% | Common Stock | 651639106 |
| RGA | REINSURANCE GROUP | 41 | $8,342 | 0.0% | $199.76 | -3.2% | Common Stock | 759351604 |
| OKE | ONEOK INC | 112 | $8,232 | 0.0% | $49.62 | +42.0% | Common Stock | 682680103 |
| WWJD | INSPIRE INTL | 224 | $8,172 | 0.0% | $23.76 | — | MF Closed and MF Open | 66538H419 |
| OTTR | OTTER TAIL | 100 | $8,081 | 0.0% | $42.43 | +89.1% | Common Stock | 689648103 |
| RPM | RPM INTL INC | 77 | $8,008 | 0.0% | $108.25 | 0.0% | Common Stock | 749685103 |
| MMM | 3M COMPANY | 50 | $8,005 | 0.0% | $115.79 | +40.9% | Common Stock | 88579Y101 |
| LYFT | LYFT INC | 400 | $7,748 | 0.0% | $11.64 | +78.5% | Common Stock | 55087P104 |
| OSCR | OSCAR HEALTH | 538 | $7,731 | 0.0% | $16.53 | +4.7% | Common Stock | 687793109 |
| XMMO | INVESCO S&P | 55 | $7,616 | 0.0% | $115.30 | — | MF Closed and MF Open | 46137V464 |
| PBA | PEMBINA PIPELINE | 200 | $7,612 | 0.0% | $25.28 | +52.2% | Common Stock | 706327103 |
| ISCB | ISHARES MORNINGSTAR | 115 | $7,476 | 0.0% | $58.28 | — | MF Closed and MF Open | 464288505 |
| SYY | SYSCO CORP | 100 | $7,369 | 0.0% | $75.73 | -0.3% | Common Stock | 871829107 |
| BAC | BANK AMERICA | 133 | $7,315 | 0.0% | $42.83 | +23.0% | Common Stock | 060505104 |
| ITW | ILLINOIS TOOL | 29 | $7,143 | 0.0% | $257.33 | -3.8% | Common Stock | 452308109 |
| WRAP | WRAP TECHNOLOGIES | 3,000 | $7,140 | 0.0% | $1.91 | +25.9% | Common Stock | 98212N107 |
| MCK | MCKESSON CORP | 8 | $6,890 | 0.0% | $552.61 | +47.6% | Common Stock | 58155Q103 |
| AVXL | ANAVEX LIFE | 1,880 | $6,693 | 0.0% | $5.63 | +8.8% | Common Stock | 032797300 |
| MTN | VAIL RESORTS | 50 | $6,640 | 0.0% | $236.65 | -37.8% | Common Stock | 91879Q109 |
| OEF | ISHARES S&P | 19 | $6,516 | 0.0% | $342.95 | — | MF Closed and MF Open | 464287101 |
| DOV | DOVER CORP | 33 | $6,443 | 0.0% | $191.75 | -5.2% | Common Stock | 260003108 |
| MET | METLIFE INC | 80 | $6,316 | 0.0% | $52.25 | +51.1% | Common Stock | 59156R108 |
| FBCG | FIDELITY BLUE | 115 | $6,307 | 0.0% | $42.44 | — | MF Closed and MF Open | 316092352 |
| PM | PHILIP MORRIS | 39 | $6,256 | 0.0% | $153.57 | 0.0% | Common Stock | 718172109 |
| EOLS | EVOLUS INC | 927 | $6,165 | 0.0% | $14.10 | -52.0% | Common Stock | 30052C107 |
| CCL | CARNIVAL CORP | 200 | $6,108 | 0.0% | $14.36 | +94.2% | Common Stock | 143658300 |
| BA | BOEING COMPANY | 28 | $6,079 | 0.0% | $207.23 | -0.8% | Common Stock | 097023105 |
| PVAL | PUTNAM FOCUSED | 127 | $5,787 | 0.0% | $45.57 | — | MF Closed and MF Open | 746729300 |
| MA | MASTERCARD INC | 10 | $5,709 | 0.0% | $514.68 | +8.6% | Common Stock | 57636Q104 |
| CEG | CONSTELLATION ENERGY | 16 | $5,652 | 0.0% | $216.11 | +68.1% | Common Stock | 21037T109 |
| ECNS | ISHARES MSCI | 167 | $5,471 | 0.0% | $43.29 | — | MF Closed and MF Open | 46429B200 |
| LTH | LIFE TIME | 200 | $5,316 | 0.0% | $14.28 | +82.3% | Common Stock | 53190C102 |
| CGMM | CAPITAL GROUP | 176 | $5,076 | 0.0% | $28.84 | — | MF Closed and MF Open | 14022A102 |
| GD | GENERAL DYNAMICS | 15 | $5,050 | 0.0% | $234.24 | +45.5% | Common Stock | 369550108 |
| AVUS | AVANTIS U S | 45 | $5,030 | 0.0% | $90.20 | — | MF Closed and MF Open | 025072885 |
| MSM | MSC INDL | 59 | $4,962 | 0.0% | $80.05 | +8.3% | Common Stock | 553530106 |
| BSX | BOSTON SCIENTIFIC | 50 | $4,768 | 0.0% | $37.77 | +159.5% | Common Stock | 101137107 |
| OMFS | INVESCO RUSSELL | 104 | $4,625 | 0.0% | $36.19 | — | MF Closed and MF Open | 46138J593 |
| VEU | VANGUARD FTSE | 61 | $4,487 | 0.0% | $54.78 | — | MF Closed and MF Open | 922042775 |
| EQH | EQUITABLE HOLDINGS | 94 | $4,460 | 0.0% | $37.77 | +25.1% | Common Stock | 29452E101 |
| VNQ | VANGUARD REAL | 50 | $4,425 | 0.0% | $85.24 | — | MF Closed and MF Open | 922908553 |
| MSGS | MADISON SQUARE | 17 | $4,397 | 0.0% | $165.18 | +37.8% | Common Stock | 55825T103 |
| AVUV | AVANTIS U S | 43 | $4,385 | 0.0% | $101.98 | — | MF Closed and MF Open | 025072877 |
| MDLZ | MONDELEZ INTERNATIONAL | 76 | $4,092 | 0.0% | $61.27 | -6.9% | Common Stock | 609207105 |
| FBIN | FORTUNE BRANDS | 80 | $4,002 | 0.0% | $47.96 | +3.8% | Common Stock | 34964C106 |
| MATW | MATTHEWS INTL CORP CL A | 153 | $3,996 | 0.0% | $30.06 | -19.6% | Common Stock | 577128101 |
| CSIQ | CANADIAN SOLAR | 167 | $3,970 | 0.0% | $32.64 | -33.2% | Common Stock | 136635109 |
| ALB | ALBEMARLE CORP | 28 | $3,960 | 0.0% | $202.32 | -44.0% | Common Stock | 012653101 |
| SCHD | SCHWAB US | 144 | $3,950 | 0.0% | $47.23 | — | MF Closed and MF Open | 808524797 |
| MGNR | AMERICAN BEACON | 85 | $3,748 | 0.0% | $33.22 | — | MF Closed and MF Open | 02368W408 |
| ZBH | ZIMMER BIOMET | 40 | $3,597 | 0.0% | $131.26 | -27.9% | Common Stock | 98956P102 |
| HRL | HORMEL FOODS | 150 | $3,555 | 0.0% | $36.38 | -36.0% | Common Stock | 440452100 |
| STZ | CONSTELLATION BRANDS | 25 | $3,449 | 0.0% | $170.74 | -19.9% | Common Stock | 21036P108 |
| LFMD | LIFEMD INC | 1,000 | $3,410 | 0.0% | $8.26 | -41.2% | Common Stock | 53216B104 |
| SCHF | SCHWAB INTL | 138 | $3,318 | 0.0% | $32.36 | — | MF Closed and MF Open | 808524805 |
| CCI | CROWN CASTLE | 36 | $3,199 | 0.0% | $123.74 | -26.4% | Common Stock | 22822V101 |
| GDXJ | VANECK JR | 28 | $3,186 | 0.0% | $71.43 | — | MF Closed and MF Open | 92189F791 |
| IGSB | ISHARES 1-5 | 60 | $3,173 | 0.0% | $53.03 | — | MF Closed and MF Open | 464288646 |
| IREN | IREN LTD | 84 | $3,173 | 0.0% | $51.59 | 0.0% | Common Stock | Q4982L109 |
| SPIB | STATE STREET | 93 | $3,144 | 0.0% | $33.89 | — | MF Closed and MF Open | 78464A375 |
| BLCN | SIREN NASDAQ | 128 | $3,066 | 0.0% | $47.76 | — | MF Closed and MF Open | 829658202 |
| RSPT | INVESCO S&P | 66 | $3,004 | 0.0% | $44.58 | — | MF Closed and MF Open | 46137V282 |
| BBRE | JPMORGAN BETABUILDERS | 32 | $2,963 | 0.0% | $94.00 | — | MF Closed and MF Open | 46641Q738 |
| TDIV | FIRST TRUST | 30 | $2,905 | 0.0% | $98.60 | — | MF Closed and MF Open | 33738R118 |
| QDEL | QUIDELORTHO CORP | 100 | $2,856 | 0.0% | $101.94 | -73.4% | Common Stock | 219798105 |
| SILA | SILA REALTY | 117 | $2,727 | 0.0% | $26.71 | — | Common Stock | 146280508 |
| DEO | DIAGEO PLC | 30 | $2,588 | 0.0% | $168.67 | — | Common Stock | 25243Q205 |
| ISMD | INSPIRE SMALL | 63 | $2,431 | 0.0% | $29.19 | — | MF Closed and MF Open | 66538H641 |
| DELL | DELL TECHNOLOGIES | 19 | $2,392 | 0.0% | $45.70 | +208.0% | Common Stock | 24703L202 |
| FE | FIRSTENERGY CORP | 53 | $2,373 | 0.0% | $24.24 | +88.6% | Common Stock | 337932107 |
| TCAF | T ROWE | 62 | $2,370 | 0.0% | $30.56 | — | MF Closed and MF Open | 87283Q867 |
| FNDF | SCHWAB FUNDAMENTAL | 51 | $2,306 | 0.0% | $45.22 | — | MF Closed and MF Open | 808524755 |
| PHM | PULTEGROUP INC | 20 | $2,298 | 0.0% | $112.10 | +9.2% | Common Stock | 745867101 |
| EXC | EXELON CORP | 49 | $2,136 | 0.0% | $36.34 | +25.1% | Common Stock | 30161N101 |
| FNDX | SCHWAB FUNDAMENTAL | 78 | $2,122 | 0.0% | $36.15 | — | MF Closed and MF Open | 808524771 |
| GLW | CORNING INC | 24 | $2,101 | 0.0% | $40.86 | +110.4% | Common Stock | 219350105 |
| DJT | TRUMP MEDIA | 156 | $2,065 | 0.0% | $42.00 | -67.5% | Common Stock | 25400Q105 |
| ZIM | ZIM INTEGRATED | 97 | $2,059 | 0.0% | $41.32 | -59.4% | Common Stock | M9T951109 |
| TOL | TOLL BROTHERS | 15 | $2,022 | 0.0% | $146.07 | -7.1% | Common Stock | 889478103 |
| JEPI | JPMORGAN | 32 | $1,832 | 0.0% | $57.25 | — | MF Closed and MF Open | 46641Q332 |
| FNDE | SCHWAB FUNDAMENTAL | 43 | $1,551 | 0.0% | $30.79 | — | MF Closed and MF Open | 808524730 |
| VOD | VODAFONE GROUP | 109 | $1,439 | 0.0% | $8.85 | — | Common Stock | 92857W308 |
| BP | BP PLC | 40 | $1,389 | 0.0% | $25.00 | — | Common Stock | 055622104 |
| AMP | AMERIPRISE FINANCIAL | 3 | $1,373 | 0.0% | $509.53 | -7.0% | Common Stock | 03076C106 |
| EPI | WISDOMTREE INDIA | 26 | $1,204 | 0.0% | $43.69 | — | MF Closed and MF Open | 97717W422 |
| TECH | BIO-TECHNE | 20 | $1,176 | 0.0% | $72.99 | -16.8% | Common Stock | 09073M104 |
| GEHC | GE HEALTHCARE | 14 | $1,148 | 0.0% | $74.23 | +4.9% | Common Stock | 36266G107 |
| MJ | AMPLIFY ALTERNATIVE | 38 | $1,132 | 0.0% | $19.50 | — | MF Closed and MF Open | 032108474 |
| VOT | VANGUARD MID | 4 | $1,117 | 0.0% | $279.25 | — | MF Closed and MF Open | 922908538 |
| TWIN | TWIN DISC | 66 | $1,101 | 0.0% | $10.11 | +52.7% | Common Stock | 901476101 |
| VAC | MARRIOTT VACATIONS | 19 | $1,096 | 0.0% | $86.60 | -31.8% | Common Stock | 57164Y107 |
| CBRL | CRACKER BARREL | 40 | $1,016 | 0.0% | $31.72 | 0.0% | Common Stock | 22410J106 |
| KHC | KRAFT HEINZ | 41 | $994 | 0.0% | $27.85 | -11.6% | Common Stock | 500754106 |
| SOLV | SOLVENTUM CORP | 12 | $951 | 0.0% | $60.70 | +26.2% | Common Stock | 83444M101 |
| FIP | FTAI INFRASTRUCTURE | 200 | $922 | 0.0% | $2.61 | +87.8% | Common Stock | 35953C106 |
| ELS | EQUITY LIFESTYLE | 15 | $909 | 0.0% | $88.24 | — | Common Stock | 29472R108 |
| MBC | MASTERBRAND INC | 80 | $883 | 0.0% | $8.19 | +42.9% | Common Stock | 57638P104 |
| BHF | BRIGHTHOUSE FINANCIAL | 13 | $843 | 0.0% | $46.97 | +25.1% | Common Stock | 10922N103 |
| QS | QUANTUMSCAPE CORP | 80 | $834 | 0.0% | $40.34 | -65.8% | Common Stock | 74767V109 |
| ASB | ASSOCIATED BANC | 28 | $722 | 0.0% | $14.77 | +73.1% | Common Stock | 045487105 |
| VOE | VANGUARD MID | 4 | $709 | 0.0% | $160.50 | — | MF Closed and MF Open | 922908512 |
| ETHA | ISHARES ETHEREUM | 31 | $695 | 0.0% | $31.52 | — | MF Closed and MF Open | 46438R105 |
| DGX | QUEST DIAGNOSTICS | 4 | $694 | 0.0% | $145.81 | +24.9% | Common Stock | 74834L100 |
| ANGX | ANGEL STUDIOS | 145 | $677 | 0.0% | $5.93 | 0.0% | Common Stock | 034948109 |
| FITB | FIFTH THIRD | 13 | $609 | 0.0% | $40.69 | +7.3% | Common Stock | 316773100 |
| TSCO | TRACTOR SUPPLY | 11 | $550 | 0.0% | $58.52 | -8.2% | Common Stock | 892356106 |
| LUMN | LUMEN TECHNOLOGIES | 65 | $505 | 0.0% | $4.80 | +71.6% | Common Stock | 550241103 |
| LMT | LOCKHEED MARTIN | 1 | $484 | 0.0% | $448.15 | +6.3% | Common Stock | 539830109 |
| NDSN | NORDSON CORP | 2 | $481 | 0.0% | $219.03 | +7.0% | Common Stock | 655663102 |
| ORC | ORCHID ISLAND | 66 | $475 | 0.0% | $7.78 | — | Common Stock | 68571X301 |
| CL | COLGATE-PALMOLIVE | 6 | $474 | 0.0% | $84.64 | -7.5% | Common Stock | 194162103 |
| C | CITIGROUP INC | 4 | $467 | 0.0% | $71.20 | +45.6% | Common Stock | 172967424 |
| PNW | PINNACLE WEST | 5 | $444 | 0.0% | $65.26 | +36.7% | Common Stock | 723484101 |
| QSR | RESTAURANT BRANDS | 6 | $409 | 0.0% | $66.92 | +3.0% | Common Stock | 76131D103 |
| TGT | TARGET CORP | 4 | $391 | 0.0% | $96.73 | -5.3% | Common Stock | 87612E106 |
| UEC | URANIUM ENERGY | 33 | $385 | 0.0% | $7.65 | +71.5% | Common Stock | 916896103 |
| NKE | NIKE INC | 6 | $382 | 0.0% | $80.35 | -19.2% | Common Stock | 654106103 |
| NAT | NORDIC AMERICAN | 100 | $344 | 0.0% | $2.95 | +19.8% | Common Stock | G65773106 |
| WEN | WENDYS CO | 27 | $225 | 0.0% | $21.21 | -59.3% | Common Stock | 95058W100 |
| BBAI | BIGBEAR AI | 41 | $221 | 0.0% | $6.53 | 0.0% | Common Stock | 08975B109 |
| NOK | NOKIA CORP | 29 | $188 | 0.0% | $4.79 | — | Common Stock | 654902204 |
| SBUX | STARBUCKS CORP | 2 | $168 | 0.0% | $82.83 | +1.5% | Common Stock | 855244109 |
| ACCO | ACCO BRANDS | 18 | $67 | 0.0% | $6.90 | -47.0% | Common Stock | 00081T108 |
| AVNS | AVANOS MEDICAL | 2 | $22 | 0.0% | $36.21 | -68.4% | Common Stock | 05350V106 |