Location: Waukesha, WI
CIK: 0001827261 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 29, 2026
Total Value: $896M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET | 846,198 | $64.77M | 7.2% | $51.55 | — | MF Closed and MF Open | 78464A854 |
| JBND | JPMORGAN ACTIVE | 1,109,543 | $59.66M | 6.7% | $53.34 | — | MF Closed and MF Open | 46654Q716 |
| MMIT | NYLI MACKAY | 1,905,068 | $45.92M | 5.1% | $24.49 | — | MF Closed and MF Open | 45409F827 |
| AVIV | AVANTIS INTL | 580,522 | $43.44M | 4.8% | $58.08 | — | MF Closed and MF Open | 025072364 |
| GSLC | GOLDMAN SACHS | 325,461 | $40.72M | 4.5% | $81.37 | — | MF Closed and MF Open | 381430503 |
| DLN | WISDOMTREE U S | 399,184 | $35.66M | 4.0% | $75.60 | — | MF Closed and MF Open | 97717W307 |
| DIVB | ISHARES CORE | 522,211 | $28.17M | 3.1% | $50.37 | — | MF Closed and MF Open | 46435U861 |
| GSIE | GOLDMAN SACHS | 647,826 | $27.94M | 3.1% | $31.97 | — | MF Closed and MF Open | 381430107 |
| DON | WISDOMTREE U S | 500,699 | $26.31M | 2.9% | $38.00 | — | MF Closed and MF Open | 97717W505 |
| IVV | ISHARES CORE | 38,259 | $24.99M | 2.8% | $347.80 | — | MF Closed and MF Open | 464287200 |
| CTA | SIMPLIFY MANAGED | 794,860 | $24.02M | 2.7% | $27.94 | — | MF Closed and MF Open | 82889N699 |
| PWV | INVESCO LARGE | 322,918 | $22.51M | 2.5% | $56.09 | — | MF Closed and MF Open | 46137V738 |
| VUG | VANGUARD GROWTH | 50,853 | $22.21M | 2.5% | $268.85 | — | MF Closed and MF Open | 922908736 |
| AVDE | AVANTIS INTL | 255,742 | $21.7M | 2.4% | $66.46 | — | MF Closed and MF Open | 025072703 |
| JMUB | JPMORGAN | 413,210 | $20.66M | 2.3% | $50.74 | — | MF Closed and MF Open | 46641Q647 |
| PULS | PGIM ULTRA | 416,005 | $20.59M | 2.3% | $49.54 | — | MF Closed and MF Open | 69344A107 |
| FELG | FIDELITY ENHANCED | 540,723 | $20.27M | 2.3% | $37.49 | — | MF Closed and MF Open | 31609A305 |
| SPDW | STATE STREET | 414,844 | $18.94M | 2.1% | $33.73 | — | MF Closed and MF Open | 78463X889 |
| HAP | VANECK NATURAL | 253,095 | $18.34M | 2.0% | $49.00 | — | MF Closed and MF Open | 92189F841 |
| IMCG | ISHARES MORNINGSTAR | 229,955 | $18.11M | 2.0% | $68.57 | — | MF Closed and MF Open | 464288307 |
| DBMF | IMGP DBI | 541,170 | $16.32M | 1.8% | $25.90 | — | MF Closed and MF Open | 53700T827 |
| SPTM | STATE STREET | 176,720 | $13.97M | 1.6% | $40.68 | — | MF Closed and MF Open | 78464A805 |
| SPMD | STATE STREET | 229,671 | $13.6M | 1.5% | $40.98 | — | MF Closed and MF Open | 78464A847 |
| RECS | COLUMBIA RESEARCH | 337,988 | $13.17M | 1.5% | $35.93 | — | MF Closed and MF Open | 19761L706 |
| DGRW | WISDOMTREE US | 127,643 | $11.21M | 1.3% | $72.76 | — | MF Closed and MF Open | 97717X669 |
| SPYG | STATE STREET | 110,326 | $10.8M | 1.2% | $64.86 | — | MF Closed and MF Open | 78464A409 |
| IWY | ISHARES RUSSELL | 42,383 | $10.55M | 1.2% | $270.57 | — | MF Closed and MF Open | 464289438 |
| SFLO | VICTORYSHARES SMALL | 342,785 | $10.29M | 1.1% | $29.48 | — | MF Closed and MF Open | 92647X822 |
| CWI | STATE STREET | 280,068 | $10.25M | 1.1% | $25.54 | — | MF Closed and MF Open | 78463X848 |
| GUNR | FLEXSHARES MORNINGSTAR | 162,865 | $8.984M | 1.0% | $41.54 | — | MF Closed and MF Open | 33939L407 |
| SPAB | STATE STREET | 301,042 | $7.713M | 0.9% | $26.21 | — | MF Closed and MF Open | 78464A649 |
| MDYV | STATE STREET | 80,913 | $6.89M | 0.8% | $55.09 | — | MF Closed and MF Open | 78464A839 |
| SPSM | STATE STREET | 135,291 | $6.537M | 0.7% | $34.59 | — | MF Closed and MF Open | 78468R853 |
| VIG | VANGUARD DIVIDEND | 29,563 | $6.358M | 0.7% | $121.99 | — | MF Closed and MF Open | 921908844 |
| SPYV | STATE STREET | 101,958 | $5.769M | 0.6% | $41.40 | — | MF Closed and MF Open | 78464A508 |
| AVEM | AVANTIS EMERGING | 69,138 | $5.571M | 0.6% | $56.70 | — | MF Closed and MF Open | 025072604 |
| GNR | STATE STREET | 70,534 | $5.267M | 0.6% | $54.38 | — | MF Closed and MF Open | 78463X541 |
| DFAE | DIMENSIONAL EMERGING | 153,733 | $5.205M | 0.6% | $25.48 | — | MF Closed and MF Open | 25434V302 |
| BBSC | JPMORGAN | 67,456 | $5.064M | 0.6% | $63.71 | — | MF Closed and MF Open | 46641Q290 |
| PYLD | PIMCO ENHANCED | 182,935 | $4.793M | 0.5% | $26.55 | — | MF Closed and MF Open | 72201R585 |
| RODM | HARTFORD MULTIFACTOR | 118,803 | $4.683M | 0.5% | $22.50 | — | MF Closed and MF Open | 518416102 |
| FESM | FIDELITY COVINGTON | 121,321 | $4.61M | 0.5% | $32.31 | — | MF Closed and MF Open | 31609A206 |
| SPHQ | INVESCO S&P | 58,809 | $4.422M | 0.5% | $46.08 | — | MF Closed and MF Open | 46137V241 |
| FMDE | FIDELITY ENHANCED | 122,857 | $4.418M | 0.5% | $32.82 | — | MF Closed and MF Open | 31609A503 |
| MDYG | STATE STREET | 44,693 | $4.289M | 0.5% | $75.56 | — | MF Closed and MF Open | 78464A821 |
| ISCG | ISHARES MORNINGSTAR | 78,077 | $4.279M | 0.5% | $45.53 | — | MF Closed and MF Open | 464288604 |
| FLQM | FRANKLIN US | 64,530 | $3.545M | 0.4% | $54.48 | — | MF Closed and MF Open | 35473P884 |
| DFIS | DIMENSIONAL INTL | 101,229 | $3.408M | 0.4% | $25.49 | — | MF Closed and MF Open | 25434V773 |
| NBCM | NEUBERGER COMMODITY | 121,157 | $3.396M | 0.4% | $21.87 | — | MF Closed and MF Open | 64135A408 |
| CSB | VICTORYSHARES US | 51,513 | $3.181M | 0.4% | $55.12 | — | MF Closed and MF Open | 92647N873 |
| JHMM | JOHN HANCOCK | 44,233 | $2.969M | 0.3% | $48.61 | — | MF Closed and MF Open | 47804J206 |
| BBUS | JPMORGAN BETABUILDERS | 19,939 | $2.336M | 0.3% | $111.51 | — | MF Closed and MF Open | 46641Q399 |
| BRK/B | BERKSHIRE HATHAWAY | 4,849 | $2.324M | 0.3% | $400.38 | +23.3% | Common Stock | 084670702 |
| AVDV | AVANTIS INTL | 22,666 | $2.263M | 0.3% | $62.10 | — | MF Closed and MF Open | 025072802 |
| JSMD | JANUS DETROIT | 27,929 | $2.216M | 0.2% | $53.15 | — | MF Closed and MF Open | 47103U209 |
| HTAB | HARTFORD SCHRODERS | 113,812 | $2.162M | 0.2% | $19.34 | — | MF Closed and MF Open | 41653L404 |
| SPEM | STATE STREET | 44,838 | $2.103M | 0.2% | $39.74 | — | MF Closed and MF Open | 78463X509 |
| HELO | JPMORGAN HEDGED | 32,452 | $2.074M | 0.2% | $61.94 | — | MF Closed and MF Open | 46654Q724 |
| JMST | JPMORGAN | 39,550 | $2.016M | 0.2% | $50.90 | — | MF Closed and MF Open | 46641Q654 |
| JNJ | JOHNSON & JOHNSON | 7,094 | $1.734M | 0.2% | $150.40 | +51.5% | Common Stock | 478160104 |
| SMLV | STATE STREET | 11,994 | $1.644M | 0.2% | $80.21 | — | MF Closed and MF Open | 78468R887 |
| SJNK | STATE STREET | 64,645 | $1.615M | 0.2% | $24.97 | — | MF Closed and MF Open | 78468R408 |
| WEC | WEC ENERGY | 13,191 | $1.527M | 0.2% | $96.30 | +14.1% | Common Stock | 92939U106 |
| AAPL | APPLE INC | 5,862 | $1.488M | 0.2% | $127.31 | +106.4% | Common Stock | 037833100 |
| VTI | VANGUARD TOTAL | 4,074 | $1.307M | 0.1% | $167.77 | — | MF Closed and MF Open | 922908769 |
| DES | WISDOMTREE U S | 36,088 | $1.297M | 0.1% | $20.77 | — | MF Closed and MF Open | 97717W604 |
| SPGM | STATE STREET | 17,011 | $1.288M | 0.1% | $57.58 | — | MF Closed and MF Open | 78463X475 |
| VOO | VANGUARD S&P | 2,095 | $1.252M | 0.1% | $485.41 | — | MF Closed and MF Open | 922908363 |
| PBUS | INVESCO MSCI | 18,353 | $1.196M | 0.1% | $39.80 | — | MF Closed and MF Open | 46138E461 |
| SCHM | SCHWAB US | 34,778 | $1.077M | 0.1% | $39.20 | — | MF Closed and MF Open | 808524508 |
| CGGE | CAPITAL GROUP | 34,208 | $1.043M | 0.1% | $26.60 | — | MF Closed and MF Open | 14020R107 |
| BBMC | JPMORGAN BETABUILDERS | 8,368 | $907K | 0.1% | $90.70 | — | MF Closed and MF Open | 46641Q340 |
| MSFT | MICROSOFT CORP | 2,265 | $838K | 0.1% | $305.72 | +42.2% | Common Stock | 594918104 |
| VSS | VANGUARD FTSE | 5,510 | $803K | 0.1% | $88.35 | — | MF Closed and MF Open | 922042718 |
| QQQ | INVESCO QQQ | 1,373 | $792K | 0.1% | $412.04 | — | MF Closed and MF Open | 46090E103 |
| SLYV | STATE STREET | 8,341 | $789K | 0.1% | $77.92 | — | MF Closed and MF Open | 78464A300 |
| NVDA | NVIDIA CORP | 4,475 | $780K | 0.1% | $102.63 | +81.9% | Common Stock | 67066G104 |
| VWO | VANGUARD FSTE | 13,692 | $740K | 0.1% | $48.28 | — | MF Closed and MF Open | 922042858 |
| GEM | GOLDMAN SACHS | 17,020 | $735K | 0.1% | $33.94 | — | MF Closed and MF Open | 381430206 |
| BA | BOEING COMPANY | 3,481 | $693K | 0.1% | $238.29 | +0.1% | Common Stock | 097023105 |
| NUMG | NUVEEN ESG | 16,672 | $685K | 0.1% | $37.51 | — | MF Closed and MF Open | 67092P409 |
| VNLA | JANUS HENDERSON | 13,556 | $662K | 0.1% | $49.01 | — | MF Closed and MF Open | 47103U886 |
| IWM | ISHARES RUSSELL | 2,567 | $637K | 0.1% | $187.00 | — | MF Closed and MF Open | 464287655 |
| IWF | ISHARES RUSSELL | 1,344 | $573K | 0.1% | $241.13 | — | MF Closed and MF Open | 464287614 |
| JSML | JANUS DETROIT | 7,719 | $541K | 0.1% | $42.92 | — | MF Closed and MF Open | 47103U100 |
| SPSB | STATE STREET | 14,676 | $441K | 0.0% | $30.11 | — | MF Closed and MF Open | 78464A474 |
| LLY | ELI LILLY | 462 | $425K | 0.0% | $181.68 | +476.3% | Common Stock | 532457108 |
| IJH | ISHARES CORE | 6,143 | $415K | 0.0% | $86.19 | — | MF Closed and MF Open | 464287507 |
| JCI | JOHNSON CONTROLS | 3,154 | $413K | 0.0% | $73.72 | +71.0% | Common Stock | G51502105 |
| SLYG | STATE STREET | 4,068 | $393K | 0.0% | $88.43 | — | MF Closed and MF Open | 78464A201 |
| VB | VANGUARD SMALL | 1,477 | $387K | 0.0% | $194.90 | — | MF Closed and MF Open | 922908751 |
| JPM | JPMORGAN CHASE | 1,233 | $363K | 0.0% | $142.39 | +118.7% | Common Stock | 46625H100 |
| SPY | STATE STREET | 554 | $360K | 0.0% | $444.90 | — | MF Closed and MF Open | 78462F103 |
| AMZN | AMAZON COM | 1,683 | $351K | 0.0% | $148.46 | +52.8% | Common Stock | 023135106 |
| SMMU | PIMCO SHORT | 6,909 | $349K | 0.0% | $50.45 | — | MF Closed and MF Open | 72201R874 |
| MTUM | ISHARES MSCI | 1,432 | $344K | 0.0% | $125.66 | — | MF Closed and MF Open | 46432F396 |
| VTV | VANGUARD VALUE | 1,717 | $337K | 0.0% | $154.60 | — | MF Closed and MF Open | 922908744 |
| COST | COSTCO WHOLESALE | 328 | $327K | 0.0% | $595.12 | +61.9% | Common Stock | 22160K105 |
| IJR | ISHARES CORE | 2,613 | $325K | 0.0% | $91.50 | — | MF Closed and MF Open | 464287804 |
| FVD | FIRST TRUST | 6,719 | $316K | 0.0% | $34.57 | — | MF Closed and MF Open | 33734H106 |
| CVX | CHEVRON CORP | 1,481 | $306K | 0.0% | $123.61 | +39.0% | Common Stock | 166764100 |
| HD | HOME DEPOT | 931 | $306K | 0.0% | $315.22 | +19.6% | Common Stock | 437076102 |
| ARTY | ISHARES FUTURE | 6,508 | $303K | 0.0% | $42.36 | — | MF Closed and MF Open | 46435U556 |
| NEE | NEXTERA ENERGY | 3,200 | $297K | 0.0% | $73.81 | +18.1% | Common Stock | 65339F101 |
| KO | COCA COLA COMPANY | 3,806 | $289K | 0.0% | $63.66 | +17.4% | Common Stock | 191216100 |
| ETHA | ISHARES ETHEREUM | 18,223 | $288K | 0.0% | $15.86 | — | MF Closed and MF Open | 46438R105 |
| CAT | CATERPILLAR INC | 403 | $286K | 0.0% | $358.59 | +90.9% | Common Stock | 149123101 |
| GOOG | ALPHABET INC | 985 | $283K | 0.0% | $151.89 | +113.1% | Common Stock | 02079K107 |
| GLD | SPDR GOLD | 649 | $279K | 0.0% | $182.41 | — | Common Stock | 78463V107 |
| DE | DEERE & CO | 495 | $279K | 0.0% | $396.84 | +38.9% | Common Stock | 244199105 |
| SCHV | SCHWAB US | 9,000 | $275K | 0.0% | $36.62 | — | MF Closed and MF Open | 808524409 |
| SUSA | ISHARES ESG | 1,964 | $259K | 0.0% | $106.75 | — | MF Closed and MF Open | 464288802 |
| DLS | WISDOMTREE INTL | 3,144 | $256K | 0.0% | $64.65 | — | MF Closed and MF Open | 97717W760 |
| AVGO | BROADCOM INC | 821 | $254K | 0.0% | $212.51 | +57.2% | Common Stock | 11135F101 |
| MDY | SPDR S&P | 392 | $242K | 0.0% | $546.10 | — | MF Closed and MF Open | 78467Y107 |
| ORCL | ORACLE CORP | 1,611 | $237K | 0.0% | $100.63 | +68.5% | Common Stock | 68389X105 |
| DBEF | XTRACKERS MSCI | 4,774 | $236K | 0.0% | $33.62 | — | MF Closed and MF Open | 233051200 |
| PEP | PEPSICO INC | 1,464 | $227K | 0.0% | $153.71 | +0.7% | Common Stock | 713448108 |
| ET | ENERGY TRANSFER | 10,954 | $211K | 0.0% | $15.38 | — | Oil & Gas, Real Estate and REIT | 29273V100 |
| SCHX | SCHWAB US | 7,681 | $197K | 0.0% | $34.53 | — | MF Closed and MF Open | 808524201 |
| MLPX | GLOBAL X | 2,625 | $194K | 0.0% | $24.90 | — | MF Closed and MF Open | 37954Y293 |
| IWD | ISHARES RUSSELL | 879 | $188K | 0.0% | $165.08 | — | MF Closed and MF Open | 464287598 |
| MCD | MCDONALDS CORP | 602 | $187K | 0.0% | $264.60 | +19.9% | Common Stock | 580135101 |
| GWW | GRAINGER W W | 169 | $184K | 0.0% | $584.88 | +87.2% | Common Stock | 384802104 |
| MSTR | STRATEGY INC | 1,454 | $181K | 0.0% | $171.74 | -14.5% | Common Stock | 594972408 |
| IYW | ISHARES TECHNOLOGY | 978 | $177K | 0.0% | $150.50 | — | MF Closed and MF Open | 464287721 |
| XOM | EXXON MOBIL | 1,033 | $175K | 0.0% | $106.03 | +30.9% | Common Stock | 30231G102 |
| DGICA | DONEGAL GROUP | 9,892 | $170K | 0.0% | $17.86 | +4.5% | Common Stock | 257701201 |
| TSLA | TESLA INC | 454 | $169K | 0.0% | $274.46 | +55.2% | Common Stock | 88160R101 |
| NOC | NORTHROP GRUMMAN | 246 | $168K | 0.0% | $483.08 | +39.5% | Common Stock | 666807102 |
| T | AT&T INC | 5,762 | $167K | 0.0% | $16.77 | +53.5% | Common Stock | 00206R102 |
| ABBV | ABBVIE INC | 746 | $162K | 0.0% | $126.16 | +76.4% | Common Stock | 00287Y109 |
| WPC | W P CAREY | 2,386 | $162K | 0.0% | $70.77 | — | Common Stock | 92936U109 |
| FEX | FIRST TRUST | 1,317 | $161K | 0.0% | $67.63 | — | MF Closed and MF Open | 33734K109 |
| BMNR | BITMINE IMMERSION | 7,853 | $155K | 0.0% | $28.99 | -12.3% | Common Stock | 09175A206 |
| PBP | INVESCO S&P | 6,917 | $152K | 0.0% | $21.99 | — | MF Closed and MF Open | 46137V399 |
| AMAT | APPLIED MATERIALS | 445 | $152K | 0.0% | $73.14 | +346.5% | Common Stock | 038222105 |
| SOXX | ISHARES SEMICONDUCTOR | 462 | $152K | 0.0% | $242.12 | — | MF Closed and MF Open | 464287523 |
| NIC | NICOLET BANKSHARES | 1,017 | $151K | 0.0% | $116.10 | +23.7% | Common Stock | 65406E102 |
| USFR | WISDOMTREE FLOATING | 2,969 | $149K | 0.0% | $50.30 | — | MF Closed and MF Open | 97717Y527 |
| AMGN | AMGEN INC | 424 | $149K | 0.0% | $274.50 | +27.4% | Common Stock | 031162100 |
| BALI | ISHARES U S | 4,796 | $148K | 0.0% | $30.81 | — | MF Closed and MF Open | 09290C863 |
| NUDM | NUVEEN ESG | 4,060 | $147K | 0.0% | $29.00 | — | MF Closed and MF Open | 67092P805 |
| VEA | VANGUARD FTSE | 2,253 | $144K | 0.0% | $46.95 | — | MF Closed and MF Open | 921943858 |
| BRIE | MFS BLENDED | 5,225 | $141K | 0.0% | $27.04 | — | MF Closed and MF Open | 55286W801 |
| GS | GOLDMAN SACHS | 167 | $141K | 0.0% | $435.19 | +114.3% | Common Stock | 38141G104 |
| GOOGL | ALPHABET INC | 478 | $137K | 0.0% | $163.43 | +97.8% | Common Stock | 02079K305 |
| NUBD | NUVEEN ESG | 6,039 | $134K | 0.0% | $22.66 | — | MF Closed and MF Open | 67092P870 |
| DFUS | DIMENSIONAL US | 1,880 | $133K | 0.0% | $40.60 | — | MF Closed and MF Open | 25434V401 |
| SCHD | SCHWAB US | 4,308 | $132K | 0.0% | $31.23 | — | MF Closed and MF Open | 808524797 |
| XLP | STATE STREET | 1,603 | $131K | 0.0% | $77.63 | — | MF Closed and MF Open | 81369Y308 |
| EFAA | INVESCO MSCI | 2,468 | $130K | 0.0% | $52.74 | — | MF Closed and MF Open | 46090A713 |
| V | VISA INC | 425 | $128K | 0.0% | $247.55 | +33.0% | Common Stock | 92826C839 |
| PRF | INVESCO FTSE | 2,684 | $128K | 0.0% | $40.63 | — | MF Closed and MF Open | 46137V613 |
| WM | WASTE MANAGEMENT | 520 | $119K | 0.0% | $151.61 | +49.1% | Common Stock | 94106L109 |
| SDY | STATE STREET | 815 | $119K | 0.0% | $109.24 | — | MF Closed and MF Open | 78464A763 |
| MRK | MERCK & COMPANY | 979 | $118K | 0.0% | $75.72 | +50.9% | Common Stock | 58933Y105 |
| LNT | ALLIANT ENERGY | 1,580 | $113K | 0.0% | $53.50 | +26.4% | Common Stock | 018802108 |
| PSH | PGIM SHORT | 2,281 | $113K | 0.0% | $49.59 | — | MF Closed and MF Open | 69344A784 |
| AEE | AMEREN CORP | 1,019 | $112K | 0.0% | $79.59 | +31.5% | Common Stock | 023608102 |
| TJX | TJX COS | 698 | $111K | 0.0% | $87.49 | +76.3% | Common Stock | 872540109 |
| EFA | ISHARES MSCI | 1,131 | $110K | 0.0% | $82.04 | — | MF Closed and MF Open | 464287465 |
| META | META PLATFORMS | 192 | $110K | 0.0% | $352.12 | +86.2% | Common Stock | 30303M102 |
| RDVY | FIRST TRUST | 1,600 | $109K | 0.0% | $41.16 | — | MF Closed and MF Open | 33738R506 |
| IEMG | ISHARES CORE | 1,531 | $107K | 0.0% | $54.95 | — | MF Closed and MF Open | 46434G103 |
| XEL | XCEL ENERGY | 1,276 | $101K | 0.0% | $55.18 | +39.8% | Common Stock | 98389B100 |
| CSCO | CISCO SYSTEMS | 1,292 | $100K | 0.0% | $53.92 | +44.5% | Common Stock | 17275R102 |
| IAU | ISHARES GOLD | 1,130 | $99,621 | 0.0% | $35.19 | — | Common Stock | 464285204 |
| GXC | STATE STREET | 1,064 | $99,080 | 0.0% | $82.55 | — | MF Closed and MF Open | 78463X400 |
| JEPQ | JPMORGAN | 1,714 | $95,161 | 0.0% | $55.52 | — | MF Closed and MF Open | 46654Q203 |
| IHDG | WISDOMTREE TRUST | 1,973 | $95,000 | 0.0% | $35.88 | — | MF Closed and MF Open | 97717X594 |
| SYM | SYMBOTIC INC | 1,752 | $93,206 | 0.0% | $41.45 | +46.4% | Common Stock | 87151X101 |
| REET | ISHARES GLOBAL | 3,584 | $90,138 | 0.0% | $23.25 | — | MF Closed and MF Open | 46434V647 |
| ARKQ | ARK AUTONOMOUS | 797 | $89,622 | 0.0% | $33.76 | — | MF Closed and MF Open | 00214Q203 |
| SO | SOUTHERN COMPANY | 926 | $89,367 | 0.0% | $66.76 | +34.1% | Common Stock | 842587107 |
| WMT | WALMART INC | 714 | $88,692 | 0.0% | $74.15 | +64.6% | Common Stock | 931142103 |
| NUSC | NUVEEN ESG | 1,870 | $84,262 | 0.0% | $33.50 | — | MF Closed and MF Open | 67092P607 |
| SPG | SIMON PROPERTY | 431 | $80,394 | 0.0% | $148.56 | +23.8% | Common Stock | 828806109 |
| LIN | LINDE PLC | 159 | $78,826 | 0.0% | $449.26 | +2.4% | Common Stock | G54950103 |
| IEV | ISHARES EUROPE | 1,160 | $78,797 | 0.0% | $48.40 | — | MF Closed and MF Open | 464287861 |
| PRU | PRUDENTIAL FINANCIAL | 798 | $77,935 | 0.0% | $97.05 | +10.7% | Common Stock | 744320102 |
| TMO | THERMO FISHER | 153 | $75,204 | 0.0% | $397.38 | +44.6% | Common Stock | 883556102 |
| VBK | VANGUARD SMALL | 247 | $74,656 | 0.0% | $277.69 | — | MF Closed and MF Open | 922908595 |
| IVE | ISHARES S&P | 352 | $74,325 | 0.0% | $178.79 | — | MF Closed and MF Open | 464287408 |
| SLV | ISHARES SILVER | 1,088 | $74,137 | 0.0% | $30.04 | — | Common Stock | 46428Q109 |
| GTO | INVESCO TOTAL | 1,580 | $73,991 | 0.0% | $53.26 | — | MF Closed and MF Open | 46090A804 |
| ESGD | ISHARES ESG | 765 | $73,149 | 0.0% | $61.95 | — | MF Closed and MF Open | 46435G516 |
| IVW | ISHARES S&P | 625 | $70,694 | 0.0% | $85.07 | — | MF Closed and MF Open | 464287309 |
| NFG | NATIONAL FUEL | 750 | $70,470 | 0.0% | $61.28 | +36.4% | Common Stock | 636180101 |
| ADP | AUTOMATIC DATA | 333 | $67,571 | 0.0% | $185.41 | +29.9% | Common Stock | 053015103 |
| VZ | VERIZON COMMUNICATIONS | 1,334 | $66,944 | 0.0% | $38.88 | +12.7% | Common Stock | 92343V104 |
| VYM | VANGUARD HIGH | 442 | $65,460 | 0.0% | $119.82 | — | MF Closed and MF Open | 921946406 |
| VGT | VANGUARD INFORMATION | 91 | $63,492 | 0.0% | $429.04 | — | MF Closed and MF Open | 92204A702 |
| UPS | UNITED PARCEL | 640 | $62,963 | 0.0% | $109.38 | +0.4% | Common Stock | 911312106 |
| PH | PARKER-HANNIFIN CORP | 70 | $62,667 | 0.0% | $342.53 | +179.6% | Common Stock | 701094104 |
| DIS | WALT DISNEY | 624 | $60,184 | 0.0% | $97.01 | +12.8% | Common Stock | 254687106 |
| MAR | MARRIOTT INTL | 182 | $59,527 | 0.0% | $254.58 | +29.9% | Common Stock | 571903202 |
| WELL | WELLTOWER INC | 300 | $59,313 | 0.0% | $59.37 | +214.9% | Common Stock | 95040Q104 |
| — | FS SPECIALTY | 4,695 | $58,735 | 0.0% | $14.14 | — | MF Closed and MF Open | 644323107 |
| EPI | WISDOMTREE INDIA | 1,424 | $58,099 | 0.0% | $40.85 | — | MF Closed and MF Open | 97717W422 |
| NFLX | NETFLIX INC | 590 | $56,728 | 0.0% | $104.02 | -19.4% | Common Stock | 64110L106 |
| PG | PROCTER & GAMBLE | 384 | $55,402 | 0.0% | $153.17 | -0.9% | Common Stock | 742718109 |
| MO | ALTRIA GROUP | 836 | $55,174 | 0.0% | $42.35 | +48.8% | Common Stock | 02209S103 |
| ABT | ABBOTT LABORATORIES | 531 | $54,473 | 0.0% | $106.81 | +8.1% | Common Stock | 002824100 |
| MS | MORGAN STANLEY | 330 | $54,307 | 0.0% | $139.74 | +28.6% | Common Stock | 617446448 |
| FDX | FEDEX CORP | 152 | $54,139 | 0.0% | $271.73 | +24.7% | Common Stock | 31428X106 |
| GLDM | SPDR GOLD | 582 | $53,945 | 0.0% | $67.61 | — | MF Closed and MF Open | 98149E303 |
| ARKW | ARK NEXT | 445 | $53,672 | 0.0% | $53.66 | — | MF Closed and MF Open | 00214Q401 |
| VBR | VANGUARD SMALL | 245 | $53,227 | 0.0% | $174.25 | — | MF Closed and MF Open | 922908611 |
| DFAT | DIMENSIONAL US | 852 | $53,207 | 0.0% | $54.69 | — | MF Closed and MF Open | 25434V609 |
| IBIT | ISHARES BITCOIN | 1,382 | $53,095 | 0.0% | $57.96 | — | MF Closed and MF Open | 46438F101 |
| ASML | ASML HOLDING | 40 | $52,833 | 0.0% | $936.08 | — | Common Stock | N07059210 |
| AEM | AGNICO-EAGLE | 254 | $51,557 | 0.0% | $72.63 | +183.7% | Common Stock | 008474108 |
| CTAS | CINTAS CORP | 300 | $50,743 | 0.0% | $199.83 | -3.3% | Common Stock | 172908105 |
| JPIB | JPMORGAN | 1,034 | $49,446 | 0.0% | $49.03 | — | MF Closed and MF Open | 46641Q852 |
| ITOT | ISHARES CORE | 345 | $49,138 | 0.0% | $95.42 | — | MF Closed and MF Open | 464287150 |
| MPC | MARATHON PETROLEUM | 200 | $48,836 | 0.0% | $174.47 | +5.9% | Common Stock | 56585A102 |
| MFSG | MFS ACTIVE | 1,874 | $47,956 | 0.0% | $28.28 | — | MF Closed and MF Open | 55286W207 |
| CEF | SPROTT PHYSICAL | 1,000 | $47,720 | 0.0% | $15.00 | — | MF Closed and MF Open | 85208R101 |
| VONE | VANGUARD RUSSELL | 158 | $46,629 | 0.0% | $151.90 | — | MF Closed and MF Open | 92206C730 |
| BMO | BANK MONTREAL | 335 | $45,339 | 0.0% | $79.66 | +74.4% | Common Stock | 063671101 |
| ROK | ROCKWELL AUTOMATION | 124 | $44,519 | 0.0% | $175.36 | +134.0% | Common Stock | 773903109 |
| BABA | ALIBABA GROUP | 353 | $44,253 | 0.0% | $141.12 | — | Common Stock | 01609W102 |
| SPGP | INVESCO S&P | 407 | $43,801 | 0.0% | $91.24 | — | MF Closed and MF Open | 46137V431 |
| ARKK | ARK INNOVATION | 627 | $42,379 | 0.0% | $44.92 | — | MF Closed and MF Open | 00214Q104 |
| DGRO | ISHARES CORE | 592 | $41,546 | 0.0% | $64.50 | — | MF Closed and MF Open | 46434V621 |
| IJS | ISHARES S&P | 350 | $41,458 | 0.0% | $100.44 | — | MF Closed and MF Open | 464287879 |
| MGEE | MGE ENERGY INC | 528 | $40,809 | 0.0% | $68.72 | +16.1% | Common Stock | 55277P104 |
| TKO | TKO GROUP | 200 | $40,330 | 0.0% | $99.79 | +106.0% | Common Stock | 87256C101 |
| GE | GE AEROSPACE | 141 | $40,011 | 0.0% | $248.60 | +28.0% | Common Stock | 369604301 |
| XNTK | STATE STREET | 155 | $39,568 | 0.0% | $83.87 | — | MF Closed and MF Open | 78464A102 |
| COF | CAPITAL ONE | 216 | $39,404 | 0.0% | $170.81 | +30.7% | Common Stock | 14040H105 |
| WPM | WHEATON PRECIOUS | 300 | $39,304 | 0.0% | $26.71 | +423.4% | Common Stock | 962879102 |
| IXUS | ISHARES CORE | 436 | $37,775 | 0.0% | $67.86 | — | MF Closed and MF Open | 46432F834 |
| SCHW | SCHWAB CHARLES | 400 | $37,592 | 0.0% | $65.11 | +53.8% | Common Stock | 808513105 |
| CGCV | CAPITAL GROUP | 1,238 | $36,905 | 0.0% | $29.81 | — | MF Closed and MF Open | 14020U100 |
| LOW | LOWES COMPANIES | 156 | $36,860 | 0.0% | $233.22 | +16.4% | Common Stock | 548661107 |
| FTAI | FTAI AVIATION | 150 | $36,750 | 0.0% | $15.67 | +1628.2% | Common Stock | G3730V105 |
| DUK | DUKE ENERGY | 275 | $36,009 | 0.0% | $116.13 | +4.1% | Common Stock | 26441C204 |
| PFE | PFIZER INC | 1,271 | $35,685 | 0.0% | $26.73 | -2.1% | Common Stock | 717081103 |
| AMD | ADVANCED MICRO | 174 | $35,397 | 0.0% | $120.37 | +84.2% | Common Stock | 007903107 |
| RCL | ROYAL CARIBBEAN | 127 | $34,948 | 0.0% | $72.31 | +327.1% | Common Stock | V7780T103 |
| TSM | TAIWAN SEMICONDUCTOR | 103 | $34,809 | 0.0% | $197.49 | — | Common Stock | 874039100 |
| BK | BANK NEW YORK | 293 | $34,758 | 0.0% | $97.50 | +23.2% | Common Stock | 064058100 |
| PANW | PALO ALTO | 216 | $34,629 | 0.0% | $190.00 | -9.4% | Common Stock | 697435105 |
| GDX | VANECK GOLD | 375 | $34,413 | 0.0% | $40.77 | — | MF Closed and MF Open | 92189F106 |
| EPD | ENTERPRISE PRODUCTS | 904 | $34,207 | 0.0% | $25.92 | — | Oil & Gas, Real Estate and REIT | 293792107 |
| FISV | FISERV INC | 606 | $33,815 | 0.0% | $102.02 | -37.3% | Common Stock | 337738108 |
| KMB | KIMBERLY CLARK | 328 | $31,643 | 0.0% | $123.63 | -16.6% | Common Stock | 494368103 |
| FIS | FIDELITY NATIONAL | 672 | $31,524 | 0.0% | $108.81 | -48.2% | Common Stock | 31620M106 |
| XLV | STATE STREET | 215 | $31,521 | 0.0% | $127.38 | — | MF Closed and MF Open | 81369Y209 |
| ASB | ASSOCIATED BANC | 1,218 | $31,497 | 0.0% | $27.09 | +1.1% | Common Stock | 045487105 |
| EDIV | STATE STREET | 793 | $31,308 | 0.0% | $35.30 | — | MF Closed and MF Open | 78463X533 |
| ELV | ELEVANCE HEALTH | 104 | $30,446 | 0.0% | $344.37 | +2.1% | Common Stock | 036752103 |
| UNP | UNION PACIFIC CORP | 125 | $30,328 | 0.0% | $212.58 | +14.5% | Common Stock | 907818108 |
| DTD | WISDOMTREE U S | 350 | $30,226 | 0.0% | $75.30 | — | MF Closed and MF Open | 97717W109 |
| COR | CENCORA INC | 96 | $30,157 | 0.0% | $293.50 | +20.3% | Common Stock | 03073E105 |
| COP | CONOCOPHILLIPS | 225 | $29,700 | 0.0% | $93.28 | +10.0% | Common Stock | 20825C104 |
| LMT | LOCKHEED MARTIN | 49 | $29,615 | 0.0% | $597.76 | +0.5% | Common Stock | 539830109 |
| FBND | FIDELITY TOTAL | 641 | $29,242 | 0.0% | $44.93 | — | MF Closed and MF Open | 316188309 |
| PHO | INVESCO WATER | 425 | $28,416 | 0.0% | $56.42 | — | MF Closed and MF Open | 46137V142 |
| AVMC | AVANTIS U S | 387 | $27,957 | 0.0% | $63.86 | — | MF Closed and MF Open | 025072125 |
| YUM | YUM BRANDS INC | 178 | $27,675 | 0.0% | $96.73 | +62.7% | Common Stock | 988498101 |
| UFPI | UFP INDUSTRIES | 300 | $27,636 | 0.0% | $106.27 | 0.0% | Common Stock | 90278Q108 |
| XLE | STATE STREET | 448 | $27,444 | 0.0% | $64.55 | — | MF Closed and MF Open | 81369Y506 |
| APH | AMPHENOL CORP | 214 | $27,039 | 0.0% | $109.40 | +33.8% | Common Stock | 032095101 |
| STLD | STEEL DYNAMICS INC | 150 | $27,000 | 0.0% | $130.47 | +41.1% | Common Stock | 858119100 |
| NAVI | NAVIENT CORP | 3,300 | $26,994 | 0.0% | $15.45 | -29.5% | Common Stock | 63938C108 |
| CNI | CANADIAN NATIONAL | 262 | $26,926 | 0.0% | $79.14 | +29.0% | Common Stock | 136375102 |
| ORLY | O REILLY AUTOMOTIVE | 285 | $26,308 | 0.0% | $100.52 | -5.5% | Common Stock | 67103H107 |
| IUSG | ISHARES S&P | 169 | $26,214 | 0.0% | $74.04 | — | MF Closed and MF Open | 464287671 |
| CMCSA | COMCAST CORP | 909 | $26,098 | 0.0% | $37.17 | -19.8% | Common Stock | 20030N101 |
| GNRC | GENERAC HOLDINGS | 133 | $25,979 | 0.0% | $149.55 | +22.5% | Common Stock | 368736104 |
| SCZ | ISHARES MSCI | 326 | $25,562 | 0.0% | $67.70 | — | MF Closed and MF Open | 464288273 |
| REGN | REGENERON PHARMACEUTICAL | 33 | $25,497 | 0.0% | $564.28 | +36.3% | Common Stock | 75886F107 |
| CHD | CHURCH & DWIGHT | 270 | $25,197 | 0.0% | $85.22 | +11.3% | Common Stock | 171340102 |
| LPLA | LPL FINANCIAL | 84 | $25,171 | 0.0% | $102.59 | +247.9% | Common Stock | 50212V100 |
| NOBL | PROSHARES S&P | 235 | $24,912 | 0.0% | $75.88 | — | MF Closed and MF Open | 74348A467 |
| NLR | VANECK URANIUM | 186 | $24,773 | 0.0% | $116.29 | — | MF Closed and MF Open | 92189F601 |
| PLTR | PALANTIR TECHNOLOGIES | 168 | $24,576 | 0.0% | $58.25 | +164.7% | Common Stock | 69608A108 |
| IMVP | INVESCO INDIA | 1,195 | $24,527 | 0.0% | $21.49 | — | MF Closed and MF Open | 46137R109 |
| CPT | CAMDEN PROPERTY | 250 | $24,415 | 0.0% | $114.43 | -3.7% | Common Stock | 133131102 |
| CRM | SALESFORCE INC | 130 | $24,267 | 0.0% | $185.66 | +16.2% | Common Stock | 79466L302 |
| IUSV | ISHARES CORE | 236 | $24,131 | 0.0% | $89.44 | — | MF Closed and MF Open | 464287663 |
| IRM | IRON MOUNTAIN | 236 | $24,105 | 0.0% | $22.21 | +274.7% | Common Stock | 46284V101 |
| DHR | DANAHER CORP | 126 | $23,921 | 0.0% | $211.23 | +6.4% | Common Stock | 235851102 |
| WMB | WILLIAMS COS | 321 | $23,362 | 0.0% | $51.72 | +28.3% | Common Stock | 969457100 |
| BDX | BECTON DICKINSON | 148 | $23,270 | 0.0% | $226.44 | -25.9% | Common Stock | 075887109 |
| HPE | HEWLETT PACKARD | 975 | $23,215 | 0.0% | $23.44 | -5.8% | Common Stock | 42824C109 |
| PPG | PPG INDUSTRIES | 217 | $23,178 | 0.0% | $113.30 | +3.2% | Common Stock | 693506107 |
| EMR | EMERSON ELECTRIC | 176 | $23,060 | 0.0% | $123.53 | +20.2% | Common Stock | 291011104 |
| VLO | VALERO ENERGY | 93 | $22,978 | 0.0% | $109.51 | +73.6% | Common Stock | 91913Y100 |
| TTC | TORO CO | 240 | $22,426 | 0.0% | $70.95 | +31.2% | Common Stock | 891092108 |
| DFUV | DIMENSIONAL US | 456 | $22,098 | 0.0% | $30.70 | — | MF Closed and MF Open | 25434V724 |
| PYPL | PAYPAL HOLDINGS | 477 | $21,580 | 0.0% | $80.00 | -37.4% | Common Stock | 70450Y103 |
| MU | MICRON TECHNOLOGY INC | 62 | $20,946 | 0.0% | $387.04 | 0.0% | Common Stock | 595112103 |
| LHX | L3HARRIS TECHNOLOGIES | 60 | $20,709 | 0.0% | $177.58 | +93.2% | Common Stock | 502431109 |
| VIGI | VANGUARD INTERNATIONAL | 234 | $20,700 | 0.0% | $79.99 | — | MF Closed and MF Open | 921946810 |
| UAL | UNITED AIRLINES | 222 | $20,440 | 0.0% | $83.36 | +34.0% | Common Stock | 910047109 |
| BMY | BRISTOL MYERS | 335 | $20,318 | 0.0% | $45.16 | +27.2% | Common Stock | 110122108 |
| HOG | HARLEY DAVIDSON | 999 | $20,200 | 0.0% | $37.13 | -45.3% | Common Stock | 412822108 |
| EOG | EOG RESOURCES | 139 | $20,095 | 0.0% | $119.76 | -6.4% | Common Stock | 26875P101 |
| WINN | HARBOR LONG | 724 | $20,075 | 0.0% | $25.03 | — | MF Closed and MF Open | 41151J406 |
| CCJ | CAMECO CORP | 184 | $19,984 | 0.0% | $54.31 | +114.1% | Common Stock | 13321L108 |
| BKR | BAKER HUGHES | 325 | $19,841 | 0.0% | $39.41 | +42.3% | Common Stock | 05722G100 |
| MPT | MEDICAL PROPERTIES | 4,279 | $19,811 | 0.0% | $7.24 | — | Common Stock | 58463J304 |
| NUMV | NUVEEN ESG | 505 | $19,579 | 0.0% | $33.03 | — | MF Closed and MF Open | 67092P508 |
| QCLN | FIRST TRUST | 420 | $19,517 | 0.0% | $43.59 | — | MF Closed and MF Open | 33733E500 |
| UNH | UNITEDHEALTH GROUP | 72 | $19,482 | 0.0% | $480.93 | -35.8% | Common Stock | 91324P102 |
| SHW | SHERWIN WILLIAMS | 60 | $19,233 | 0.0% | $240.31 | +47.9% | Common Stock | 824348106 |
| QTEC | FIRST TRUST | 89 | $19,222 | 0.0% | $197.46 | — | MF Closed and MF Open | 337345102 |
| MGK | VANGUARD MEGA | 52 | $19,107 | 0.0% | $367.44 | — | MF Closed and MF Open | 921910816 |
| DAL | DELTA AIRLINES | 287 | $19,080 | 0.0% | $30.76 | +127.1% | Common Stock | 247361702 |
| SPLV | INVESCO S&P | 260 | $19,016 | 0.0% | $58.74 | — | MF Closed and MF Open | 46138E354 |
| SBUX | STARBUCKS CORP | 207 | $18,545 | 0.0% | $93.52 | +0.1% | Common Stock | 855244109 |
| QCOM | QUALCOMM INC | 142 | $18,287 | 0.0% | $124.35 | +23.8% | Common Stock | 747525103 |
| DRS | LEONARDO DRS | 400 | $17,808 | 0.0% | $10.65 | +276.6% | Common Stock | 52661A108 |
| SGOL | ABRDN STANDARD | 396 | $17,670 | 0.0% | $44.62 | — | MF Closed and MF Open | 00326A104 |
| F | FORD MOTOR | 1,527 | $17,622 | 0.0% | $9.36 | +46.8% | Common Stock | 345370860 |
| EGP | EASTGROUP PROPERTIES | 95 | $17,584 | 0.0% | $165.32 | — | Common Stock | 277276101 |
| GEV | GE VERNOVA | 20 | $17,458 | 0.0% | $545.85 | +35.0% | Common Stock | 36828A101 |
| RF | REGIONS FINANCIAL | 643 | $16,795 | 0.0% | $28.99 | 0.0% | Common Stock | 7591EP100 |
| MUSA | MURPHY USA | 34 | $16,795 | 0.0% | $394.84 | +4.5% | Common Stock | 626755102 |
| VRT | VERTIV HOLDINGS | 67 | $16,789 | 0.0% | $90.84 | +120.0% | Common Stock | 92537N108 |
| MCK | MCKESSON CORP | 19 | $16,442 | 0.0% | $739.52 | +18.4% | Common Stock | 58155Q103 |
| IHF | ISHARES U S | 390 | $16,322 | 0.0% | $78.01 | — | MF Closed and MF Open | 464288828 |
| IBM | INTL BUSINESS | 67 | $16,240 | 0.0% | $283.93 | 0.0% | Common Stock | 459200101 |
| AVA | AVISTA CORP | 400 | $16,056 | 0.0% | $30.40 | +34.3% | Common Stock | 05379B107 |
| HON | HONEYWELL INTL | 71 | $16,048 | 0.0% | $225.93 | 0.0% | Common Stock | 438516106 |
| ROP | ROPER TECHNOLOGIES | 45 | $15,924 | 0.0% | $333.07 | +13.5% | Common Stock | 776696106 |
| MAIN | MAIN STREET | 300 | $15,888 | 0.0% | $42.76 | +43.9% | Common Stock | 56035L104 |
| KTOS | KRATOS DEFENSE | 225 | $15,865 | 0.0% | $18.54 | +452.2% | Common Stock | 50077B207 |
| CGXU | CAPITAL GROUP | 528 | $15,570 | 0.0% | $24.60 | — | MF Closed and MF Open | 14019W109 |
| PSX | PHILLIPS 66 | 85 | $15,485 | 0.0% | $131.42 | +11.9% | Common Stock | 718546104 |
| BMI | BADGER METER | 100 | $15,235 | 0.0% | $80.46 | +101.1% | Common Stock | 056525108 |
| ALL | ALLSTATE CORP | 73 | $15,136 | 0.0% | $191.27 | +6.1% | Common Stock | 020002101 |
| ACWI | ISHARES MSCI | 109 | $15,082 | 0.0% | $113.53 | — | MF Closed and MF Open | 464288257 |
| SNPE | XTRACKERS S&P | 252 | $15,007 | 0.0% | $29.21 | — | MF Closed and MF Open | 233051143 |
| OESX | ORION ENERGY | 1,700 | $14,858 | 0.0% | $7.32 | +105.8% | Common Stock | 686275207 |
| NOW | SERVICENOW INC | 140 | $14,637 | 0.0% | $157.51 | -23.1% | Common Stock | 81762P102 |
| YLD | PRINCIPAL ACTIVE | 769 | $14,581 | 0.0% | $18.96 | — | MF Closed and MF Open | 74255Y102 |
| TXN | TEXAS INSTRUMENTS | 75 | $14,561 | 0.0% | $133.52 | +54.5% | Common Stock | 882508104 |
| SCCO | SOUTHERN COPPER | 84 | $14,453 | 0.0% | $49.13 | +281.3% | Common Stock | 84265V105 |
| VNM | VANECK VIETNAM | 829 | $14,348 | 0.0% | $16.66 | — | MF Closed and MF Open | 92189F817 |
| CGUS | CAPITAL GROUP | 373 | $14,331 | 0.0% | $32.77 | — | MF Closed and MF Open | 14020V108 |
| WBD | WARNER BROS | 516 | $14,170 | 0.0% | $13.94 | +102.6% | Common Stock | 934423104 |
| IOO | ISHARES GLOBAL | 115 | $13,912 | 0.0% | $96.93 | — | MF Closed and MF Open | 464287572 |
| TDG | TRANSDIGM GROUP | 12 | $13,908 | 0.0% | $1364.80 | -0.2% | Common Stock | 893641100 |
| CW | CURTISS WRIGHT CORP DE | 20 | $13,623 | 0.0% | $266.24 | +144.4% | Common Stock | 231561101 |
| O | REALTY INCOME | 218 | $13,337 | 0.0% | $54.51 | +5.1% | Common Stock | 756109104 |
| HELP | CYBIN INC | 2,750 | $13,200 | 0.0% | $9.89 | -28.2% | Common Stock | 23256X407 |
| IWB | ISHARES RUSSELL | 37 | $13,193 | 0.0% | $189.19 | — | MF Closed and MF Open | 464287622 |
| CDE | COEUR MINING | 694 | $13,026 | 0.0% | $22.32 | 0.0% | Common Stock | 192108504 |
| CGMM | CAPITAL GROUP | 434 | $12,742 | 0.0% | $29.15 | — | MF Closed and MF Open | 14022A102 |
| COWZ | PACER US | 200 | $12,512 | 0.0% | $54.08 | — | MF Closed and MF Open | 69374H881 |
| LCNB | LCNB CORP | 800 | $12,472 | 0.0% | $13.35 | +27.8% | Common Stock | 50181P100 |
| PKB | INVESCO BUILDING | 127 | $12,392 | 0.0% | $75.72 | — | MF Closed and MF Open | 46137V779 |
| BUFF | INNOVATOR ETFS | 250 | $12,353 | 0.0% | $49.41 | — | MF Closed and MF Open | 45783Y814 |
| IWR | ISHARES RUSSELL | 126 | $12,251 | 0.0% | $89.14 | — | MF Closed and MF Open | 464287499 |
| XYZ | BLOCK INC | 200 | $12,036 | 0.0% | $90.54 | -33.4% | Common Stock | 852234103 |
| NVO | NOVO NORDISK | 326 | $11,981 | 0.0% | $76.14 | — | Common Stock | 670100205 |
| LYFT | LYFT INC | 900 | $11,970 | 0.0% | $14.49 | +15.7% | Common Stock | 55087P104 |
| CDNS | CADENCE DESIGN | 43 | $11,948 | 0.0% | $344.03 | -11.8% | Common Stock | 127387108 |
| VPL | VANGUARD FTSE | 120 | $11,728 | 0.0% | $71.73 | — | MF Closed and MF Open | 922042866 |
| BX | BLACKSTONE INC | 100 | $11,499 | 0.0% | $133.67 | +5.4% | Common Stock | 09260D107 |
| CRWD | CROWDSTRIKE HOLDINGS | 29 | $11,322 | 0.0% | $431.12 | 0.0% | Common Stock | 22788C105 |
| FOXA | FOX CORP | 193 | $11,271 | 0.0% | $67.20 | 0.0% | Common Stock | 35137L105 |
| AG | FIRST MAJESTIC | 520 | $11,170 | 0.0% | $11.50 | +95.9% | Common Stock | 32076V103 |
| SQM | SOCIEDAD QUIMICA | 137 | $11,089 | 0.0% | $56.43 | — | Common Stock | 833635105 |
| TIP | ISHARES TIPS | 100 | $11,036 | 0.0% | $114.45 | — | MF Closed and MF Open | 464287176 |
| RIO | RIO TINTO | 118 | $11,008 | 0.0% | $70.02 | — | Common Stock | 767204100 |
| BND | VANGUARD TOTAL | 149 | $10,972 | 0.0% | $73.42 | — | MF Closed and MF Open | 921937835 |
| MPWR | MONOLITHIC POWER | 10 | $10,934 | 0.0% | $808.07 | +36.7% | Common Stock | 609839105 |
| HYG | ISHARES IBOXX | 137 | $10,900 | 0.0% | $91.70 | — | MF Closed and MF Open | 464288513 |
| NBIS | NEBIUS GROUP | 105 | $10,896 | 0.0% | $103.64 | -7.0% | Common Stock | N97284108 |
| CCL | CARNIVAL CORP | 420 | $10,870 | 0.0% | $23.09 | +34.4% | Common Stock | 143658300 |
| VGK | VANGUARD FTSE | 130 | $10,716 | 0.0% | $65.19 | — | MF Closed and MF Open | 922042874 |
| CGGR | CAPITAL GROUP | 257 | $10,329 | 0.0% | $35.28 | — | MF Closed and MF Open | 14020G101 |
| VXF | VANGUARD EXTENDED | 50 | $10,290 | 0.0% | $132.86 | — | MF Closed and MF Open | 922908652 |
| ADI | ANALOG DEVICES | 32 | $10,180 | 0.0% | $186.28 | +69.7% | Common Stock | 032654105 |
| OKE | ONEOK INC | 112 | $10,124 | 0.0% | $49.62 | +58.3% | Common Stock | 682680103 |
| EFV | ISHARES MSCI | 136 | $10,111 | 0.0% | $62.07 | — | MF Closed and MF Open | 464288877 |
| FAST | FASTENAL CO | 214 | $9,930 | 0.0% | $37.05 | +19.5% | Common Stock | 311900104 |
| JOBY | JOBY AVIATION | 1,200 | $9,912 | 0.0% | $10.91 | +13.5% | Common Stock | G65163100 |
| QUAL | ISHARES MSCI | 51 | $9,782 | 0.0% | $140.52 | — | MF Closed and MF Open | 46432F339 |
| RSP | INVESCO S&P | 50 | $9,596 | 0.0% | $116.16 | — | MF Closed and MF Open | 46137V357 |
| IDXX | IDEXX LABS INC | 17 | $9,552 | 0.0% | $318.31 | +110.6% | Common Stock | 45168D104 |
| EIDO | ISHARES MSCI | 600 | $9,479 | 0.0% | $25.06 | — | MF Closed and MF Open | 46429B309 |
| ARKG | ARK GENOMIC | 351 | $9,273 | 0.0% | $94.02 | — | MF Closed and MF Open | 00214Q302 |
| IOVA | IOVANCE BIOTHERAPEUTICS | 2,620 | $9,196 | 0.0% | $2.68 | 0.0% | Common Stock | 462260100 |
| ESGU | ISHARES ESG | 65 | $9,192 | 0.0% | $107.99 | — | MF Closed and MF Open | 46435G425 |
| NEM | NEWMONT CORP | 84 | $9,093 | 0.0% | $51.35 | +130.0% | Common Stock | 651639106 |
| LEGN | LEGEND BIOTECH | 500 | $9,045 | 0.0% | $18.09 | — | Common Stock | 52490G102 |
| PBA | PEMBINA PIPELINE | 200 | $8,952 | 0.0% | $25.28 | +62.2% | Common Stock | 706327103 |
| OTTR | OTTER TAIL | 100 | $8,777 | 0.0% | $42.43 | +102.4% | Common Stock | 689648103 |
| ESML | ISHARES ESG | 185 | $8,699 | 0.0% | $27.86 | — | MF Closed and MF Open | 46435U663 |
| SOFI | SOFI TECHNOLOGIES | 544 | $8,639 | 0.0% | $13.02 | +78.9% | Common Stock | 83406F102 |
| WWJD | INSPIRE INTL | 224 | $8,375 | 0.0% | $23.76 | — | MF Closed and MF Open | 66538H419 |
| VOOG | VANGUARD S&P | 20 | $8,154 | 0.0% | $407.70 | — | MF Closed and MF Open | 921932505 |
| XMMO | INVESCO S&P | 55 | $7,977 | 0.0% | $115.30 | — | MF Closed and MF Open | 46137V464 |
| RPM | RPM INTL INC | 77 | $7,654 | 0.0% | $108.25 | +3.6% | Common Stock | 749685103 |
| ITW | ILLINOIS TOOL | 29 | $7,548 | 0.0% | $257.33 | +6.2% | Common Stock | 452308109 |
| INTU | INTUIT INC | 17 | $7,350 | 0.0% | $421.44 | +18.1% | Common Stock | 461202103 |
| MMM | 3M COMPANY | 50 | $7,262 | 0.0% | $115.79 | +41.6% | Common Stock | 88579Y101 |
| SYY | SYSCO CORP | 100 | $7,133 | 0.0% | $75.73 | +8.6% | Common Stock | 871829107 |
| COIN | COINBASE GLOBAL | 39 | $6,810 | 0.0% | $200.57 | 0.0% | Common Stock | 19260Q107 |
| INFY | INFOSYS LTD | 496 | $6,701 | 0.0% | $12.10 | — | Common Stock | 456788108 |
| BAC | BANK AMERICA | 133 | $6,484 | 0.0% | $42.83 | +25.3% | Common Stock | 060505104 |
| BAUG | INNOVATOR U S | 132 | $6,448 | 0.0% | $48.85 | — | MF Closed and MF Open | 45782C698 |
| PM | PHILIP MORRIS | 39 | $6,448 | 0.0% | $153.57 | +14.5% | Common Stock | 718172109 |
| MTN | VAIL RESORTS | 50 | $6,416 | 0.0% | $236.65 | -41.7% | Common Stock | 91879Q109 |
| DOV | DOVER CORP | 30 | $6,254 | 0.0% | $191.75 | +11.9% | Common Stock | 260003108 |
| ISCB | ISHARES MORNINGSTAR | 93 | $6,053 | 0.0% | $58.28 | — | MF Closed and MF Open | 464288505 |
| WAT | WATERS CORP | 20 | $5,956 | 0.0% | $367.10 | 0.0% | Common Stock | 941848103 |
| PVAL | PUTNAM FOCUSED | 127 | $5,893 | 0.0% | $45.57 | — | MF Closed and MF Open | 746729300 |
| AVXL | ANAVEX LIFE | 1,880 | $5,772 | 0.0% | $5.63 | -21.5% | Common Stock | 032797300 |
| FBCG | FIDELITY BLUE | 115 | $5,764 | 0.0% | $42.44 | — | MF Closed and MF Open | 316092352 |
| MET | METLIFE INC | 80 | $5,658 | 0.0% | $52.25 | +48.2% | Common Stock | 59156R108 |
| VNQ | VANGUARD REAL | 62 | $5,499 | 0.0% | $85.91 | — | MF Closed and MF Open | 922908553 |
| MSGS | MADISON SQUARE | 17 | $5,464 | 0.0% | $165.18 | +73.6% | Common Stock | 55825T103 |
| ECNS | ISHARES MSCI | 167 | $5,429 | 0.0% | $43.29 | — | MF Closed and MF Open | 46429B200 |
| LTH | LIFE TIME | 200 | $5,388 | 0.0% | $14.28 | +99.5% | Common Stock | 53190C102 |
| ALB | ALBEMARLE CORP | 28 | $5,027 | 0.0% | $202.32 | -15.4% | Common Stock | 012653101 |
| AVUS | AVANTIS U S | 45 | $5,003 | 0.0% | $90.20 | — | MF Closed and MF Open | 025072885 |
| MA | MASTERCARD INC | 10 | $4,997 | 0.0% | $514.68 | +4.7% | Common Stock | 57636Q104 |
| RGA | REINSURANCE GROUP | 24 | $4,941 | 0.0% | $199.76 | +4.0% | Common Stock | 759351604 |
| AVUV | AVANTIS U S | 43 | $4,750 | 0.0% | $101.98 | — | MF Closed and MF Open | 025072877 |
| OMFS | INVESCO RUSSELL | 104 | $4,708 | 0.0% | $36.19 | — | MF Closed and MF Open | 46138J593 |
| WTS | WATTS WATER | 16 | $4,645 | 0.0% | $94.88 | +222.6% | Common Stock | 942749102 |
| WRAP | WRAP TECHNOLOGIES | 3,000 | $4,620 | 0.0% | $1.91 | +16.0% | Common Stock | 98212N107 |
| VEU | VANGUARD FTSE | 61 | $4,581 | 0.0% | $54.78 | — | MF Closed and MF Open | 922042775 |
| VXUS | VANGUARD TOTAL | 59 | $4,549 | 0.0% | $77.10 | — | MF Closed and MF Open | 921909768 |
| CEG | CONSTELLATION ENERGY | 16 | $4,468 | 0.0% | $216.11 | +39.4% | Common Stock | 21037T109 |
| MGNR | AMERICAN BEACON | 85 | $4,384 | 0.0% | $33.22 | — | MF Closed and MF Open | 02368W408 |
| MDLZ | MONDELEZ INTERNATIONAL | 76 | $4,381 | 0.0% | $61.27 | -5.1% | Common Stock | 609207105 |
| MATW | MATTHEWS INTL CORP CL A | 153 | $3,950 | 0.0% | $30.06 | -11.6% | Common Stock | 577128101 |
| EOLS | EVOLUS INC | 927 | $3,810 | 0.0% | $14.10 | -65.3% | Common Stock | 30052C107 |
| STZ | CONSTELLATION BRANDS | 25 | $3,750 | 0.0% | $170.74 | -8.6% | Common Stock | 21036P108 |
| UBER | UBER TECHNOLOGIES | 51 | $3,668 | 0.0% | $78.72 | 0.0% | Common Stock | 90353T100 |
| AXP | AMERICAN EXPRESS | 12 | $3,630 | 0.0% | $356.17 | 0.0% | Common Stock | 025816109 |
| ZBH | ZIMMER BIOMET | 40 | $3,617 | 0.0% | $131.26 | -30.2% | Common Stock | 98956P102 |
| LFMD | LIFEMD INC | 1,000 | $3,610 | 0.0% | $8.26 | -59.6% | Common Stock | 53216B104 |
| BJUL | INNOVATOR U S | 72 | $3,577 | 0.0% | $49.68 | — | MF Closed and MF Open | 45782C789 |
| IRWD | IRONWOOD PHARMACEUTICALS | 1,000 | $3,510 | 0.0% | $4.53 | 0.0% | Common Stock | 46333X108 |
| EQH | EQUITABLE HOLDINGS | 94 | $3,473 | 0.0% | $37.77 | +20.8% | Common Stock | 29452E101 |
| PJUL | INNOVATOR U S | 74 | $3,402 | 0.0% | $45.97 | — | MF Closed and MF Open | 45782C813 |
| HRL | HORMEL FOODS | 150 | $3,398 | 0.0% | $36.38 | -33.4% | Common Stock | 440452100 |
| GDXJ | VANECK JR | 28 | $3,361 | 0.0% | $71.43 | — | MF Closed and MF Open | 92189F791 |
| GLW | CORNING INC | 24 | $3,263 | 0.0% | $40.86 | +173.3% | Common Stock | 219350105 |
| SHEL | SHELL PLC | 34 | $3,162 | 0.0% | $93.00 | — | Common Stock | 780259305 |
| BSX | BOSTON SCIENTIFIC | 50 | $3,138 | 0.0% | $37.77 | +127.2% | Common Stock | 101137107 |
| DELL | DELL TECHNOLOGIES | 19 | $3,118 | 0.0% | $45.70 | +160.4% | Common Stock | 24703L202 |
| FBIN | FORTUNE BRANDS | 80 | $3,118 | 0.0% | $47.96 | +18.5% | Common Stock | 34964C106 |
| BBRE | JPMORGAN BETABUILDERS | 32 | $3,062 | 0.0% | $94.00 | — | MF Closed and MF Open | 46641Q738 |
| CCI | CROWN CASTLE | 36 | $2,927 | 0.0% | $123.74 | -28.3% | Common Stock | 22822V101 |
| SILA | SILA REALTY | 117 | $2,771 | 0.0% | $26.71 | — | Common Stock | 146280508 |
| BLCN | SIREN NEXGEN | 128 | $2,687 | 0.0% | $47.76 | — | MF Closed and MF Open | 829658202 |
| FE | FIRSTENERGY CORP | 53 | $2,685 | 0.0% | $24.24 | +94.2% | Common Stock | 337932107 |
| IREN | IREN LTD | 78 | $2,673 | 0.0% | $51.59 | -6.4% | Common Stock | Q4982L109 |
| ZIM | ZIM INTEGRATED | 97 | $2,556 | 0.0% | $41.32 | -43.3% | Common Stock | M9T951109 |
| ISMD | INSPIRE SMALL | 63 | $2,518 | 0.0% | $29.19 | — | MF Closed and MF Open | 66538H641 |
| FNDF | SCHWAB FUNDAMENTAL | 51 | $2,495 | 0.0% | $45.22 | — | MF Closed and MF Open | 808524755 |
| EXC | EXELON CORP | 49 | $2,402 | 0.0% | $36.34 | +24.2% | Common Stock | 30161N101 |
| CSIQ | CANADIAN SOLAR | 167 | $2,313 | 0.0% | $32.64 | -36.0% | Common Stock | 136635109 |
| PHM | PULTEGROUP INC | 20 | $2,305 | 0.0% | $112.10 | +17.2% | Common Stock | 745867101 |
| DEO | DIAGEO PLC | 30 | $2,234 | 0.0% | $168.67 | — | Common Stock | 25243Q205 |
| XLC | STATE STREET | 20 | $2,217 | 0.0% | $72.66 | — | MF Closed and MF Open | 81369Y852 |
| TCAF | T ROWE | 62 | $2,207 | 0.0% | $30.56 | — | MF Closed and MF Open | 87283Q867 |
| FNDX | SCHWAB FUNDAMENTAL | 78 | $2,172 | 0.0% | $36.15 | — | MF Closed and MF Open | 808524771 |
| TOL | TOLL BROTHERS | 15 | $2,040 | 0.0% | $146.07 | +2.7% | Common Stock | 889478103 |
| BP | BP PLC | 40 | $1,880 | 0.0% | $25.00 | — | Common Stock | 055622104 |
| JEPI | JPMORGAN | 32 | $1,814 | 0.0% | $57.25 | — | MF Closed and MF Open | 46641Q332 |
| FNDE | SCHWAB FUNDAMENTAL | 43 | $1,645 | 0.0% | $30.79 | — | MF Closed and MF Open | 808524730 |
| QDEL | QUIDELORTHO CORP | 100 | $1,643 | 0.0% | $101.94 | -72.1% | Common Stock | 219798105 |
| VOD | VODAFONE GROUP | 109 | $1,637 | 0.0% | $8.85 | — | Common Stock | 92857W308 |
| VSNT | VERSANT MEDIA | 43 | $1,591 | 0.0% | $32.14 | 0.0% | Common Stock | 925283103 |
| VIA | VIA TRANSN | 100 | $1,500 | 0.0% | $22.22 | 0.0% | Common Stock | 92556W104 |
| DJT | TRUMP MEDIA | 156 | $1,448 | 0.0% | $42.00 | -70.1% | Common Stock | 25400Q105 |
| AMP | AMERIPRISE FINANCIAL | 3 | $1,244 | 0.0% | $509.53 | -1.8% | Common Stock | 03076C106 |
| VAC | MARRIOTT VACATIONS | 19 | $1,237 | 0.0% | $86.60 | -32.8% | Common Stock | 57164Y107 |
| CBRL | CRACKER BARREL | 40 | $1,124 | 0.0% | $31.72 | -1.0% | Common Stock | 22410J106 |
| TECH | BIO-TECHNE | 20 | $1,045 | 0.0% | $72.99 | -12.2% | Common Stock | 09073M104 |
| GD | GENERAL DYNAMICS | 3 | $1,030 | 0.0% | $234.24 | +51.3% | Common Stock | 369550108 |
| GEHC | GE HEALTHCARE | 14 | $997 | 0.0% | $74.23 | +10.8% | Common Stock | 36266G107 |
| TWIN | TWIN DISC | 66 | $995 | 0.0% | $10.11 | +72.6% | Common Stock | 901476101 |
| FIP | FTAI INFRASTRUCTURE | 200 | $988 | 0.0% | $2.61 | +121.2% | Common Stock | 35953C106 |
| ELS | EQUITY LIFESTYLE | 15 | $936 | 0.0% | $88.24 | — | Common Stock | 29472R108 |
| KHC | KRAFT HEINZ | 41 | $922 | 0.0% | $27.85 | -14.1% | Common Stock | 500754106 |
| MJ | AMPLIFY ALTERNATIVE | 38 | $875 | 0.0% | $19.50 | — | MF Closed and MF Open | 032108474 |
| SOLV | SOLVENTUM CORP | 12 | $784 | 0.0% | $60.70 | +29.1% | Common Stock | 83444M101 |
| DGX | QUEST DIAGNOSTICS | 4 | $784 | 0.0% | $145.81 | +30.7% | Common Stock | 74834L100 |
| BHF | BRIGHTHOUSE FINANCIAL | 13 | $778 | 0.0% | $46.97 | +36.0% | Common Stock | 10922N103 |
| VOE | VANGUARD MID | 4 | $737 | 0.0% | $160.50 | — | MF Closed and MF Open | 922908512 |
| GIL | GILDAN ACTIVEWEAR | 12 | $668 | 0.0% | $67.39 | 0.0% | Common Stock | 375916103 |
| MBC | MASTERBRAND INC | 80 | $665 | 0.0% | $8.19 | +48.3% | Common Stock | 57638P104 |
| FITB | FIFTH THIRD | 13 | $604 | 0.0% | $40.69 | +26.0% | Common Stock | 316773100 |
| NAT | NORDIC AMERICAN | 100 | $586 | 0.0% | $2.95 | +43.7% | Common Stock | G65773106 |
| QS | QUANTUMSCAPE CORP | 80 | $510 | 0.0% | $40.34 | -77.1% | Common Stock | 74767V109 |
| PNW | PINNACLE WEST | 5 | $504 | 0.0% | $65.26 | +43.3% | Common Stock | 723484101 |
| C | CITIGROUP INC | 4 | $454 | 0.0% | $71.20 | +63.2% | Common Stock | 172967424 |
| LUMN | LUMEN TECHNOLOGIES | 65 | $452 | 0.0% | $4.80 | +68.4% | Common Stock | 550241103 |
| UEC | URANIUM ENERGY | 33 | $446 | 0.0% | $7.65 | +115.3% | Common Stock | 916896103 |
| QSR | RESTAURANT BRANDS | 6 | $443 | 0.0% | $66.92 | +2.2% | Common Stock | 76131D103 |
| ANGX | ANGEL STUDIOS | 145 | $442 | 0.0% | $5.93 | -34.4% | Common Stock | 034948109 |
| NKE | NIKE INC | 6 | $317 | 0.0% | $80.35 | -20.4% | Common Stock | 654106103 |
| NOK | NOKIA CORP | 29 | $233 | 0.0% | $4.79 | — | Common Stock | 654902204 |
| WEN | WENDYS CO | 27 | $188 | 0.0% | $21.21 | -62.1% | Common Stock | 95058W100 |
| ACCO | ACCO BRANDS | 18 | $54 | 0.0% | $6.90 | -42.1% | Common Stock | 00081T108 |
| AVNS | AVANOS MEDICAL | 2 | $28 | 0.0% | $36.21 | -63.1% | Common Stock | 05350V106 |