# Prosperity Consulting Group, LLC: Form 13F holdings

An institutional investment manager in OWINGS MILLS, MD. SEC CIK 1910398.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $2.64bn
- Positions: 636 (636 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1910398/000143774926027522/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ISHARES TR | CORE S&P500 ETF | $323.9m | 12.3% | 432,475 |  | Reduced −9,699 |
| ISHARES TR | MSCI EAFE ETF | $119.7m | 4.5% | 1,151,840 |  | Added +38,769 |
| INVESCO QQQ TR | UNIT SER 1 | $93.0m | 3.5% | 126,343 |  | Added +323 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $82.6m | 3.1% | 285,583 |  | Added +13,568 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $79.1m | 3.0% | 1,401,148 |  | Added +30,324 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $72.1m | 2.7% | 237,933 |  | Added +17,610 |
| ISHARES TR | RUS TP200 GR ETF | $71.6m | 2.7% | 246,540 |  | Reduced −45,528 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $63.2m | 2.4% | 386,443 |  | Added +13,347 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $48.2m | 1.8% | 253,075 |  | Reduced −8,320 |
| ISHARES TR | EAFE VALUE ETF | $47.9m | 1.8% | 626,287 |  | Added +46,784 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $41.5m | 1.6% | 55,631 |  | Added +977 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $39.8m | 1.5% | 584,555 |  | Added +574,725 |
| ISHARES TR | ULTRA SHORT DUR | $38.5m | 1.5% | 762,087 |  | Reduced −131,487 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $37.4m | 1.4% | 186,832 |  | Added +22,759 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $36.4m | 1.4% | 995,937 |  | Added +83,314 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | $35.7m | 1.4% | 677,611 |  | Added +669,913 |
| ISHARES TR | CORE US AGGBD ET | $35.1m | 1.3% | 354,851 |  | Reduced −19,955 |
| VANGUARD INDEX FDS | MID CAP ETF | $30.3m | 1.1% | 375,687 |  | Added +261,346 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $29.6m | 1.1% | 82,855 |  | Added +9,166 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $28.6m | 1.1% | 76,719 |  | Added +5,742 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $25.3m | 1.0% | 106,184 |  | Added +7,856 |
| ISHARES INC | CORE MSCI EMKT | $22.6m | 0.9% | 272,779 |  | Added +135,338 |
| ISHARES TR | LARG CAP MAR ETF | $21.2m | 0.8% | 783,235 |  | New +783,235 |
| ISHARES TR | S&P 500 GRWT ETF | $20.9m | 0.8% | 152,323 |  | Reduced −814 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $20.4m | 0.8% | 53,883 |  | Added +2,540 |
| ISHARES TR | RUS MDCP VAL ETF | $20.3m | 0.8% | 123,463 |  | Added +10,357 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $20.0m | 0.8% | 39,980 |  | Added +1,041 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $19.6m | 0.7% | 617,652 |  | Reduced −32,660 |
| ISHARES TR | MSCI USA QLT FCT | $17.3m | 0.7% | 78,907 |  | Reduced −186,161 |
| ISHARES TR | ISHS 5-10YR INVT | $15.9m | 0.6% | 299,448 |  | Reduced −7,114 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $15.8m | 0.6% | 44,759 |  | Reduced −1,414 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $15.5m | 0.6% | 47,362 |  | Added +1,772 |
| SPDR SERIES TRUST | ST STR SP DIV | $14.7m | 0.6% | 96,333 |  | Reduced −1,078 |
| ISHARES TR | RUS MD CP GR ETF | $13.7m | 0.5% | 93,825 |  | Added +13,097 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $13.5m | 0.5% | 11,223 |  | Added +715 |
| ISHARES TR | RUS 1000 GRW ETF | $13.4m | 0.5% | 108,037 |  | Added +84,885 |
| ISHARES TR | EAFE GRWTH ETF | $13.1m | 0.5% | 105,307 |  | Added +10,270 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $12.4m | 0.5% | 115,426 |  | Reduced −6,170 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $11.9m | 0.5% | 75,277 |  | Reduced −2,819 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $11.7m | 0.4% | 12,482 |  | Reduced −8 |
| ISHARES TR | CORE MSCI EAFE | $11.6m | 0.4% | 120,406 |  | Added +5,628 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $11.3m | 0.4% | 96,433 |  | Reduced −2,557 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $11.1m | 0.4% | 207,081 |  | Reduced −20,393 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | $10.8m | 0.4% | 341,234 |  | New +341,234 |
| PIMCO ETF TR | INTER MUN BD ACT | $10.8m | 0.4% | 204,816 |  | Added +24,071 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $10.7m | 0.4% | 222,821 |  | Reduced −6,690 |
| ISHARES TR | CORE DIV GRWTH | $10.6m | 0.4% | 139,275 |  | Reduced −2,089 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $10.5m | 0.4% | 59,538 |  | Reduced −785 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $10.5m | 0.4% | 21,917 |  | Added +2,208 |
| FIDELITY COVINGTON TRUST | ENH MID COR ETF | $10.4m | 0.4% | 256,762 |  | Reduced −29,760 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $10.4m | 0.4% | 205,153 |  | Reduced −15,598 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.1m | 0.4% | 142,371 |  | Reduced −1,795 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $9.7m | 0.4% | 28,144 |  | Added +1,138 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $8.9m | 0.3% | 15,830 |  | Added +1,690 |
| ISHARES TR | RUS 1000 VAL ETF | $8.8m | 0.3% | 36,273 |  | Added +8,799 |
| ISHARES TR | CORE 80 20 ETF | $8.4m | 0.3% | 85,630 |  | Added +3,055 |
| WISDOMTREE TR | US QTLY DIV GRT | $8.3m | 0.3% | 86,339 |  | Reduced −5,609 |
| EXXON MOBIL CORP | COM | $8.2m | 0.3% | 60,128 |  | Reduced −63 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $8.0m | 0.3% | 148,117 |  | Reduced −618 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $8.0m | 0.3% | 70,636 |  | Added +2,165 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $8.0m | 0.3% | 6,900 |  | Added +2,282 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $7.8m | 0.3% | 66,422 |  | Reduced −321 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $7.6m | 0.3% | 32,211 |  | Reduced −79 |
| EATON VANCE TAX-MANAGED GLOB | COM | $7.6m | 0.3% | 774,470 |  | Added +32,726 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $7.4m | 0.3% | 152,997 |  | Added +7,105 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $7.3m | 0.3% | 22,052 |  | Reduced −2,274 |
| ISHARES INC | MSCI EURZONE ETF | $7.2m | 0.3% | 104,119 |  | Added +1,002 |
| [BANK OF NY MELLON CORP (BNY)](/companies/bny.md) | COM | $7.2m | 0.3% | 49,977 |  | Added +1,753 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $7.0m | 0.3% | 27,908 |  | Added +1,622 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $7.0m | 0.3% | 37,623 |  | Added +112 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $6.9m | 0.3% | 18,663 |  | Added +999 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $6.7m | 0.3% | 19,110 |  | Added +221 |
| ISHARES TR | RUSSELL 2000 ETF | $6.7m | 0.3% | 22,316 |  | Added +543 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $6.6m | 0.3% | 23,564 |  | Reduced −75 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $6.6m | 0.2% | 144,217 |  | Added +15,667 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $6.5m | 0.2% | 127,414 |  | Added +78 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $6.5m | 0.2% | 83,378 |  | Added +5,123 |
| ISHARES TR | RUS MID CAP ETF | $6.4m | 0.2% | 58,210 |  | Reduced −537 |
| PACER FDS TR | US CASH COWS 100 | $6.4m | 0.2% | 102,232 |  | Reduced −2,255 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $6.3m | 0.2% | 77,263 |  | Added +1,983 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $6.2m | 0.2% | 14,756 |  | Added +2,440 |
| ISHARES TR | CORE 60 BALA ETF | $6.1m | 0.2% | 87,427 |  | Added +5,954 |
| ISHARES TR | LARGE CAP 10 | $6.0m | 0.2% | 223,222 |  | New +223,222 |
| WISDOMTREE TR | EMG MKTS SMCAP | $6.0m | 0.2% | 92,842 |  | Reduced −10,627 |
| ISHARES TR | S&P 500 VAL ETF | $5.8m | 0.2% | 25,758 |  | Added +3,730 |
| ISHARES TR | ISHARES SEMICDTR | $5.8m | 0.2% | 9,016 |  | Reduced −565 |
| WISDOMTREE TR | US SMALLCAP DIVD | $5.7m | 0.2% | 140,984 |  | Reduced −11,834 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $5.7m | 0.2% | 22,450 |  | Added +1,922 |
| ISHARES TR | NATIONAL MUN ETF | $5.7m | 0.2% | 52,683 |  | Reduced −8,762 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $5.5m | 0.2% | 18,577 |  | Added +2,368 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $5.5m | 0.2% | 9,466 |  | Added +1,574 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $5.4m | 0.2% | 17,582 |  | Reduced −455 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $5.3m | 0.2% | 28,830 |  | Reduced −1,396 |
| ONEOK INC NEW | COM | $4.8m | 0.2% | 54,851 |  | Reduced −3,869 |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $4.7m | 0.2% | 17,354 |  | Reduced −38 |
| [SNAP ON INC (SNA)](/companies/sna.md) | COM | $4.7m | 0.2% | 11,642 |  | Reduced −65 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $4.7m | 0.2% | 102,920 |  | Reduced −514 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $4.7m | 0.2% | 81,688 |  | Reduced −1,194 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $4.4m | 0.2% | 36,316 |  | Added +2,378 |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $4.3m | 0.2% | 16,497 |  | Reduced −93 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $4.3m | 0.2% | 23,638 |  | Added +2,138 |
| VANGUARD INDEX FDS | VALUE ETF | $4.3m | 0.2% | 19,623 |  | Reduced −62 |
| ISHARES INC | MSCI CDA ETF | $4.2m | 0.2% | 72,538 |  | Added +574 |
| ISHARES INC | MSCI JAPAN ETF | $4.1m | 0.2% | 44,435 |  | Added +333 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $4.1m | 0.2% | 3,858 |  | Reduced −396 |
| ISHARES TR | CORE MSCI INTL | $4.0m | 0.2% | 45,361 |  | Added +1,650 |
| ISHARES TR | CORE S&P MCP ETF | $3.9m | 0.1% | 50,616 |  | Reduced −3,405 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.9m | 0.1% | 10,435 |  | Reduced −213 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $3.8m | 0.1% | 26,158 |  | Added +1,968 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $3.8m | 0.1% | 30,010 |  | Reduced −2,118 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $3.7m | 0.1% | 5 |  | Unchanged |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.7m | 0.1% | 5,388 |  | Reduced −185 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $3.6m | 0.1% | 85,484 |  | Reduced −686 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $3.6m | 0.1% | 199,335 |  | Reduced −5,709 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | $3.5m | 0.1% | 80,812 |  | Added +3,154 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $3.5m | 0.1% | 27,182 |  | Added +1,550 |
| ISHARES TR | CORE S&P TTL STK | $3.5m | 0.1% | 21,220 |  | Reduced −756 |
| SPDR SERIES TRUST | ST STR BL 12 ETF | $3.5m | 0.1% | 34,759 |  | Reduced −9,951 |
| ISHARES TR | 0-5YR HI YL CP | $3.4m | 0.1% | 80,626 |  | Added +968 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $3.4m | 0.1% | 26,812 |  | Reduced −829 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $3.3m | 0.1% | 11,053 |  | Added +10,077 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.3m | 0.1% | 45,312 |  | Reduced −11,399 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $3.3m | 0.1% | 9,770 |  | Added +593 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $3.3m | 0.1% | 33,845 |  | Added +790 |
| [WATSCO INC (WSO)](/companies/wso.md) | COM | $3.3m | 0.1% | 7,818 |  | Reduced −287 |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $3.2m | 0.1% | 3,307 |  | Added +159 |
| ISHARES TR | RUS 1000 ETF | $3.2m | 0.1% | 7,785 |  | Added +1,381 |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $3.2m | 0.1% | 12,429 |  | Reduced −560 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $3.2m | 0.1% | 6,187 |  | Added +62 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $3.1m | 0.1% | 14,091 |  | Reduced −136 |
| ISHARES TR | MSCI ACWI EX US | $3.1m | 0.1% | 41,024 |  | Added +151 |
| [WEC ENERGY GROUP INC (WEC)](/companies/wec.md) | COM | $3.1m | 0.1% | 26,680 |  | Reduced −152 |
| SPDR SERIES TRUST | ST STR P500ETF | $3.0m | 0.1% | 34,465 |  | Added +8,057 |
| [ARES MANAGEMENT CORPORATION (ARES)](/companies/ares.md) | CL A COM STK | $3.0m | 0.1% | 26,913 |  | Added +2,297 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $2.9m | 0.1% | 2,481 |  | Added +504 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $2.9m | 0.1% | 19,100 |  | Reduced −1,005 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $2.9m | 0.1% | 2,998 |  | Added +259 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $2.9m | 0.1% | 20,681 |  | Added +4,178 |
| SPDR SERIES TRUST | ST STR SP600GRWO | $2.8m | 0.1% | 23,858 |  | Reduced −822 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $2.8m | 0.1% | 6,711 |  | Added +245 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | $2.8m | 0.1% | 59,449 |  | Reduced −3,318 |
| ASML HLDG NV | N Y REGISTRY SHS | $2.8m | 0.1% | 1,388 |  | Added +305 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $2.8m | 0.1% | 3,806 |  | Added +727 |
| [SAP SE (SAP)](/companies/sap.md) | SPON ADR | $2.7m | 0.1% | 17,432 |  | Reduced −413 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $2.7m | 0.1% | 19,027 |  | Added +1,306 |
| ISHARES TR | MRNING SM CP ETF | $2.6m | <0.1% | 33,407 |  | Reduced −1,230 |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $2.6m | <0.1% | 18,995 |  | Added +2,056 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $2.6m | <0.1% | 49,496 |  | Added +967 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | $2.6m | <0.1% | 39,947 |  | Reduced −210 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2.6m | <0.1% | 12,923 |  | Reduced −553 |
| [BRITISH AMERN TOB PLC (BTI)](/companies/bti.md) | SPONSORED ADR | $2.5m | <0.1% | 40,152 |  | Reduced −2,170 |
| [AUTOMATIC DATA PROCESSING IN (ADP)](/companies/adp.md) | COM | $2.5m | <0.1% | 10,947 |  | Reduced −525 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2.4m | <0.1% | 32,419 |  | Reduced −62 |
| [REPUBLIC SVCS INC (RSG)](/companies/rsg.md) | COM | $2.4m | <0.1% | 11,393 |  | Reduced −606 |
| [AIR PRODUCTS AND CHEMICALS I (APD)](/companies/apd.md) | COM | $2.4m | <0.1% | 8,262 |  | Reduced −449 |
| VANGUARD INDEX FDS | GROWTH ETF | $2.3m | <0.1% | 27,279 |  | Added +22,652 |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $2.3m | <0.1% | 6,027 |  | Reduced −31 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $2.3m | <0.1% | 31,340 |  | Added +3,296 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $2.2m | <0.1% | 24,163 |  | Reduced −17,691 |
| ISHARES TR | MSCI UK ETF NEW | $2.2m | <0.1% | 47,928 |  | Added +969 |
| ISHARES TR | IBOXX HI YD ETF | $2.2m | <0.1% | 27,447 |  | Added +756 |
| [CITIZENS FINL GROUP INC (CFG)](/companies/cfg.md) | COM | $2.2m | <0.1% | 31,296 |  | Added +2,532 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $2.2m | <0.1% | 2,132 |  | Added +201 |
| [AT&T INC (T)](/companies/t.md) | COM | $2.1m | <0.1% | 103,830 |  | Added +9,704 |
| WISDOMTREE TR | US MIDCAP DIVID | $2.1m | <0.1% | 37,725 |  | Reduced −336 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $2.1m | <0.1% | 11,224 |  | Added +1,631 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $2.1m | <0.1% | 12,522 |  | Reduced −1,020 |
| [CINTAS CORP (CTAS)](/companies/ctas.md) | COM | $2.1m | <0.1% | 12,378 |  | Added +99 |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $2.0m | <0.1% | 33,891 |  | Added +1,020 |
| [EDISON INTL (EIX)](/companies/eix.md) | COM | $2.0m | <0.1% | 27,387 |  | Added +1,001 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $2.0m | <0.1% | 26,498 |  | Unchanged |
| ISHARES TR | MORNINGSTAR GRWT | $2.0m | <0.1% | 17,027 |  | Reduced −206 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $2.0m | <0.1% | 22,104 |  | Reduced −514 |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $2.0m | <0.1% | 31,914 |  | Added +3,510 |
| [NASDAQ INC (NDAQ)](/companies/ndaq.md) | COM | $2.0m | <0.1% | 25,037 |  | Reduced −2,394 |
| [SHELL PLC (SHEL)](/companies/shel.md) | SPON ADS | $2.0m | <0.1% | 25,286 |  | Added +1,416 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $1.9m | <0.1% | 11,693 |  | Reduced −424 |
| [THOMSON REUTERS CORP (TRI)](/companies/tri.md) | COM | $1.9m | <0.1% | 23,717 |  | New +23,717 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $1.9m | <0.1% | 4,455 |  | Added +1,259 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $1.9m | <0.1% | 3,806 |  | Reduced −875 |
| [CINCINNATI FINL CORP (CINF)](/companies/cinf.md) | COM | $1.9m | <0.1% | 10,123 |  | Added +1,048 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $1.9m | <0.1% | 30,156 |  | Added +13,445 |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $1.9m | <0.1% | 38,988 |  | Added +1,271 |
| ISHARES INC | MSCI PAC JP ETF | $1.8m | <0.1% | 34,565 |  | Added +1,071 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.8m | <0.1% | 22,475 |  | Added +3,516 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $1.8m | <0.1% | 13,193 |  | Reduced −221 |
| CHUBB LIMITED | COM | $1.8m | <0.1% | 5,182 |  | Added +94 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $1.8m | <0.1% | 4,693 |  | Added +919 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $1.7m | <0.1% | 9,778 |  | Added +3,011 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $1.7m | <0.1% | 5,036 |  | Added +1,091 |
| LINDE PLC | SHS | $1.7m | <0.1% | 3,299 |  | Added +711 |
| [FORD MTR CO (F)](/companies/f.md) | COM | $1.7m | <0.1% | 121,878 |  | Added +886 |
| FIRST TR EXCHANGE-TRADED FD | HLTH CARE ALPH | $1.7m | <0.1% | 13,806 |  | Reduced −499 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.7m | <0.1% | 17,703 |  | Reduced −995 |
| [GSK PLC (GSK)](/companies/gsk.md) | SPONSORED ADR | $1.6m | <0.1% | 31,262 |  | Added +8,527 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $1.6m | <0.1% | 22,907 |  | Added +713 |
| VANECK ETF TRUST | VANECK SHRT MUNI | $1.6m | <0.1% | 93,383 |  | Reduced −9,776 |
| ISHARES TR | JPMORGAN USD EMG | $1.6m | <0.1% | 16,640 |  | Added +582 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $1.6m | <0.1% | 3,917 |  | Reduced −38 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $1.5m | <0.1% | 2,147 |  | Added +227 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | $1.5m | <0.1% | 5,356 |  | Reduced −66 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | $1.5m | <0.1% | 32,349 |  | Reduced −900 |
| EATON CORP PLC | SHS | $1.5m | <0.1% | 3,582 |  | Added +83 |
| [OHIO VY BANC CORP (OVBC)](/companies/ovbc.md) | COM | $1.5m | <0.1% | 34,749 |  | Unchanged |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $1.5m | <0.1% | 20,964 |  | Added +3,428 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $1.5m | <0.1% | 49,965 |  | Unchanged |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $1.5m | <0.1% | 33,470 |  | Reduced −2,563 |
| MEDTRONIC PLC | SHS | $1.5m | <0.1% | 18,961 |  | Reduced −1,020 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $1.5m | <0.1% | 10,025 |  | Added +1,146 |
| ISHARES TR | MSCI EMG MKT ETF | $1.5m | <0.1% | 21,246 |  | Added +2,652 |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $1.4m | <0.1% | 6,904 |  | Added +733 |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $1.4m | <0.1% | 38,470 |  | Added +1,338 |
| ISHARES TR | SELECT DIVID ETF | $1.4m | <0.1% | 9,067 |  | Reduced −168 |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $1.4m | <0.1% | 6,393 |  | Reduced −1,408 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $1.4m | <0.1% | 10,040 |  | Reduced −170 |
| [AMERICAN WTR WKS CO INC NEW (AWK)](/companies/awk.md) | COM | $1.4m | <0.1% | 10,472 |  | Reduced −117 |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.4m | <0.1% | 3,754 |  | Added +6 |
| FIRST TR EXCHANGE-TRADED FD | INDLS PROD DUR | $1.4m | <0.1% | 14,973 |  | Reduced −336 |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $1.3m | <0.1% | 14,053 |  | Added +727 |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $1.3m | <0.1% | 30,935 |  | Reduced −2 |
| ISHARES TR | CORE HIGH DV ETF | $1.3m | <0.1% | 48,334 |  | Added +38,698 |
| ISHARES TR | CORE S&P US GWT | $1.3m | <0.1% | 6,983 |  | Added +86 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $1.3m | <0.1% | 3,300 |  | Reduced −801 |
| ISHARES TR | CORE 40 MODE ETF | $1.3m | <0.1% | 26,284 |  | Reduced −2,744 |
| [EXELON CORP (EXC)](/companies/exc.md) | COM | $1.3m | <0.1% | 28,019 |  | Added +537 |
| [REGIONS FINANCIAL CORP NEW (RF)](/companies/rf.md) | COM | $1.3m | <0.1% | 42,977 |  | Added +6,551 |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $1.3m | <0.1% | 7,674 |  | Added +244 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $1.3m | <0.1% | 10,860 |  | Reduced −498 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.3m | <0.1% | 35,271 |  | Reduced −941 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.3m | <0.1% | 14,375 |  | Added +11,538 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $1.3m | <0.1% | 13,805 |  | Added +301 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.2m | <0.1% | 20,601 |  | Unchanged |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $1.2m | <0.1% | 11,830 |  | Added +3,470 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $1.2m | <0.1% | 10,387 |  | Reduced −144 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $1.2m | <0.1% | 14,315 |  | Added +1,242 |
| [ATMOS ENERGY CORP (ATO)](/companies/ato.md) | COM | $1.2m | <0.1% | 6,849 |  | Added +5,133 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $1.2m | <0.1% | 2,309 |  | Added +256 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $1.2m | <0.1% | 2,720 |  | New +2,720 |
| [SOUTHERN COPPER CORP (SCCO)](/companies/scco.md) | COM | $1.2m | <0.1% | 6,673 |  | Reduced −49 |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $1.2m | <0.1% | 1,205 |  | Added +53 |
| [NATWEST GROUP PLC (NWG)](/companies/nwg.md) | SPONS ADR | $1.2m | <0.1% | 65,428 |  | Reduced −4,598 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $1.1m | <0.1% | 23,068 |  | Reduced −619 |
| TRANE TECHNOLOGIES PLC | SHS | $1.1m | <0.1% | 2,330 |  | Added +245 |
| [XCEL ENERGY INC (XEL)](/companies/xel.md) | COM | $1.1m | <0.1% | 14,211 |  | Added +3,268 |
| [WELLTOWER INC (WELL)](/companies/well.md) | COM | $1.1m | <0.1% | 4,961 |  | Added +911 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $1.1m | <0.1% | 12,738 |  | Added +1,279 |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $1.1m | <0.1% | 10,966 |  | Reduced −44 |
| [EVERSOURCE ENERGY (ES)](/companies/es.md) | COM | $1.1m | <0.1% | 15,412 |  | Added +1,602 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $1.1m | <0.1% | 489 |  | Added +171 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $1.1m | <0.1% | 44,889 |  | Reduced −5,330 |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $1.1m | <0.1% | 3,979 |  | Added +228 |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $1.1m | <0.1% | 3,017 |  | Added +373 |
| [GALLAGHER ARTHUR J & CO (AJG)](/companies/ajg.md) | COM | $1.1m | <0.1% | 4,650 |  | Added +80 |
| [FIRSTENERGY CORP (FE)](/companies/fe.md) | COM | $1.1m | <0.1% | 22,364 |  | Added +465 |
| [CONSOLIDATED EDISON INC (ED)](/companies/ed.md) | COM | $1.1m | <0.1% | 9,581 |  | Added +2,400 |
| [ISHARES SILVER TR (SLV)](/companies/slv.md) | ISHARES | $1.0m | <0.1% | 19,574 |  | Added +2,525 |
| [DOMINION ENERGY INC (D)](/companies/d.md) | COM | $1.0m | <0.1% | 15,295 |  | Added +262 |
| [EOG RES INC (EOG)](/companies/eog.md) | COM | $1.0m | <0.1% | 8,043 |  | Added +3,832 |
| VANECK ETF TRUST | GOLD MINERS ETF | $1.0m | <0.1% | 13,806 |  | Added +1,467 |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.0m | <0.1% | 3,429 |  | Added +146 |
| [SONY GROUP CORP (SONY)](/companies/sony.md) | SPONSORED ADR | $1.0m | <0.1% | 51,655 |  | Reduced −5,669 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $1.0m | <0.1% | 7,577 |  | Added +1,501 |
| [MCCORMICK & CO INC (MKC)](/companies/mkc.md) | COM NON VTG | $1.0m | <0.1% | 20,041 |  | Reduced −5,636 |
| [KIMBERLY-CLARK CORP (KMB)](/companies/kmb.md) | COM | $1.0m | <0.1% | 9,178 |  | Added +132 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $1.0m | <0.1% | 4,595 |  | Added +964 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $1.0m | <0.1% | 9,727 |  | Unchanged |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $996.1k | <0.1% | 11,991 |  | Reduced −908 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $995.2k | <0.1% | 7,862 |  | Reduced −123 |
| [PAYCHEX INC (PAYX)](/companies/payx.md) | COM | $971.9k | <0.1% | 9,884 |  | Added +2,743 |
| ISHARES TR | ESG SELECT SCRE | $969.1k | <0.1% | 17,064 |  | Added +2,995 |
| [DELTA AIR LINES INC (DAL)](/companies/dal.md) | COM NEW | $966.7k | <0.1% | 10,321 |  | Added +2,030 |
| [PUBLIC SVC ENTERPRISE GROUP (PEG)](/companies/peg.md) | COM | $964.7k | <0.1% | 11,887 |  | Added +944 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $960.7k | <0.1% | 3,868 |  | Added +83 |
| [DTE ENERGY CO (DTE)](/companies/dte.md) | COM | $956.6k | <0.1% | 6,278 |  | Reduced −64 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $950.4k | <0.1% | 2,393 |  | Added +486 |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $946.3k | <0.1% | 1,240 |  | Added +365 |
| VANGUARD WORLD FD | INF TECH ETF | $944.7k | <0.1% | 7,904 |  | Added +6,916 |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $944.7k | <0.1% | 1,479 |  | Added +474 |
| ISHARES TR | HIGH YLD CORP BD | $937.2k | <0.1% | 32,207 |  | Reduced −1,852 |
| PIMCO ETF TR | ACTIVE BD ETF | $936.5k | <0.1% | 10,156 |  | Reduced −90 |
| [UNUM GROUP (UNM)](/companies/unm.md) | COM | $932.0k | <0.1% | 10,425 |  | Added +2,268 |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $926.1k | <0.1% | 3,761 |  | Added +339 |
| [AMETEK INC (AME)](/companies/ame.md) | COM | $923.4k | <0.1% | 3,817 |  | Added +503 |
| ASTRAZENECA PLC | ORD | $903.0k | <0.1% | 4,762 |  | Added +2,088 |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | $894.0k | <0.1% | 22,189 |  | Added +2,528 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $890.3k | <0.1% | 7,797 |  | Added +823 |
| ISHARES TR | MSCI USA MIN ETF | $889.8k | <0.1% | 9,225 |  | Added +5 |
| ISHARES TR | CORE UNIVRSL USD | $887.6k | <0.1% | 19,234 |  | Added +2,938 |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $878.7k | <0.1% | 15,192 |  | Added +9,658 |
| [PRINCIPAL FINANCIAL GROUP IN (PFG)](/companies/pfg.md) | COM | $876.6k | <0.1% | 8,133 |  | Added +1,212 |
| [TRUIST FINL CORP (TFC)](/companies/tfc.md) | COM | $861.5k | <0.1% | 17,292 |  | Added +212 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $848.1k | <0.1% | 14,245 |  | Reduced −2,515 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $843.8k | <0.1% | 6,781 |  | Reduced −2,748 |
| [THE CIGNA GROUP (CI)](/companies/ci.md) | COM | $833.5k | <0.1% | 3,024 |  | Added +319 |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $825.9k | <0.1% | 1,158 |  | Added +89 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $825.2k | <0.1% | 8,573 |  | Added +1,539 |
| [FIFTH THIRD BANCORP (FITB)](/companies/fitb.md) | COM | $823.8k | <0.1% | 14,614 |  | Added +859 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $821.4k | <0.1% | 1,100 | Call | Unchanged |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $817.6k | <0.1% | 25,575 |  | Added +4,701 |
| [ECOLAB INC (ECL)](/companies/ecl.md) | COM | $802.2k | <0.1% | 2,879 |  | Added +159 |
| [EQUINIX INC (EQIX)](/companies/eqix.md) | COM | $801.6k | <0.1% | 769 |  | Added +65 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $799.9k | <0.1% | 2,209 |  | Added +370 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $797.2k | <0.1% | 23,557 |  | Added +266 |
| GLOBAL X FDS | GLOBAL X COPPER | $787.6k | <0.1% | 10,232 |  | Added +337 |
| [DEERE & CO (DE)](/companies/de.md) | COM | $786.5k | <0.1% | 1,240 |  | Reduced −620 |
| [NISOURCE INC (NI)](/companies/ni.md) | COM | $786.2k | <0.1% | 16,534 |  | Added +1,406 |
| [FULL TRUCK ALLIANCE CO LTD (YMM)](/companies/ymm.md) | SPONSORED ADS | $782.7k | <0.1% | 96,395 |  | New +96,395 |
| [OREILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $781.4k | <0.1% | 8,485 |  | Reduced −2,193 |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $772.2k | <0.1% | 7,183 |  | Added +1,209 |
| [MID-AMER APT CMNTYS INC (MAA)](/companies/maa.md) | COM | $771.8k | <0.1% | 5,555 |  | Reduced −2,201 |
| ISHARES TR | 1 3 YR TREAS BD | $765.8k | <0.1% | 9,326 |  | Reduced −117 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $765.2k | <0.1% | 14,409 |  | Reduced −203 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $762.3k | <0.1% | 3,583 |  | Added +416 |
| [ENTERGY CORP NEW (ETR)](/companies/etr.md) | COM | $758.9k | <0.1% | 6,607 |  | Added +326 |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $758.8k | <0.1% | 2,048 |  | Reduced −244 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $757.7k | <0.1% | 1,673 |  | Added +307 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $755.2k | <0.1% | 13,708 |  | Reduced −3,206 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $755.0k | <0.1% | 3,066 |  | Added +1 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $744.3k | <0.1% | 2,364 |  | Added +176 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ETF | $741.4k | <0.1% | 8,655 |  | Reduced −151 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $738.5k | <0.1% | 14,580 |  | Unchanged |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $738.5k | <0.1% | 3,349 |  | Reduced −459 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $738.0k | <0.1% | 14,517 |  | Unchanged |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $734.4k | <0.1% | 10,177 |  | Added +1,832 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $733.9k | <0.1% | 8,781 |  | Added +2,152 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $733.6k | <0.1% | 17,188 |  | Added +5,668 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $730.4k | <0.1% | 2,859 |  | Added +984 |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | $726.6k | <0.1% | 2,931 |  | Reduced −150 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $725.8k | <0.1% | 3,353 |  | Added +529 |
| ISHARES TR | ESG AW MSCI EAFE | $725.1k | <0.1% | 7,053 |  | Added +1,221 |
| [MONGODB INC (MDB)](/companies/mdb.md) | CL A | $723.5k | <0.1% | 2,154 |  | Added +919 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $722.1k | <0.1% | 12,089 |  | Reduced −420 |
| [ARM HOLDINGS PLC (ARM)](/companies/arm.md) | SPONSORED ADS | $716.6k | <0.1% | 2,021 |  | New +2,021 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $715.3k | <0.1% | 11,090 |  | Unchanged |
| [WP CAREY INC (WPC)](/companies/wpc.md) | COM | $706.8k | <0.1% | 9,886 |  | Added +394 |
| ISHARES TR | INVT GRD CORP BD | $705.4k | <0.1% | 29,361 |  | Reduced −1,494 |
| SMURFIT WESTROCK PLC | SHS | $704.7k | <0.1% | 15,234 |  | Added +2,151 |
| [PRUDENTIAL FINL INC (PRU)](/companies/pru.md) | COM | $702.3k | <0.1% | 6,507 |  | Reduced −3,831 |
| BROOKFIELD INFRASTRUCTURE PA | LP INT UNIT | $701.6k | <0.1% | 19,227 |  | Unchanged |
| [FIDELITY NATL FINL INC (FNF)](/companies/fnf.md) | COM SHS | $696.4k | <0.1% | 14,767 |  | Added +219 |
| [INTERACTIVE BROKERS GROUP IN (IBKR)](/companies/ibkr.md) | COM CL A | $678.6k | <0.1% | 7,796 |  | Added +3,247 |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $678.4k | <0.1% | 10,228 |  | Unchanged |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $674.3k | <0.1% | 3,361 |  | Reduced −3,041 |
| [KEYCORP (KEY)](/companies/key.md) | COM | $672.1k | <0.1% | 29,158 |  | Added +6,592 |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $668.2k | <0.1% | 7,288 |  | Added +4,053 |
| [HILTON WORLDWIDE HLDGS INC (HLT)](/companies/hlt.md) | COM | $665.5k | <0.1% | 2,014 |  | Added +256 |
| [KROGER CO (KR)](/companies/kr.md) | COM | $654.4k | <0.1% | 11,784 |  | Reduced −677 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $651.1k | <0.1% | 7,774 |  | Reduced −3,064 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $642.6k | <0.1% | 11,372 |  | Unchanged |
| [ENERGY TRANSFER L P (ET)](/companies/et.md) | COM UT LTD PTN | $640.9k | <0.1% | 33,518 |  | Reduced −3,370 |
| BUNGE GLOBAL SA | COM SHS | $638.0k | <0.1% | 5,978 |  | Unchanged |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $626.7k | <0.1% | 21,293 |  | Unchanged |
| [ROYAL BK CDA (RY)](/companies/ry.md) | COM | $621.3k | <0.1% | 3,002 |  | Added +1,109 |
| [AMEREN CORP (AEE)](/companies/aee.md) | COM | $613.4k | <0.1% | 5,426 |  | New +5,426 |
| ISHARES TR | CORE 30 70 ETF | $609.3k | <0.1% | 14,688 |  | Added +152 |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $601.5k | <0.1% | 796 |  | Added +1 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $600.7k | <0.1% | 2,472 |  | Added +17 |
| [FORTINET INC (FTNT)](/companies/ftnt.md) | COM | $600.2k | <0.1% | 3,907 |  | Added +1,218 |
| [HSBC HLDGS PLC (HSBC)](/companies/hsbc.md) | SPON ADR NEW | $595.7k | <0.1% | 6,265 |  | Added +3,204 |
| [OMNICOM GROUP INC (OMC)](/companies/omc.md) | COM | $593.7k | <0.1% | 8,152 |  | Added +697 |
| [WORLD GOLD TR (GLDM)](/companies/gldm.md) | SPDR GLD MINIS | $593.0k | <0.1% | 7,467 |  | Added +409 |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $592.8k | <0.1% | 2,040 |  | Added +233 |
| [RALPH LAUREN CORP (RL)](/companies/rl.md) | CL A | $590.1k | <0.1% | 1,470 |  | Added +61 |
| [AXON ENTERPRISE INC (AXON)](/companies/axon.md) | COM | $583.6k | <0.1% | 1,041 |  | New +1,041 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $579.3k | <0.1% | 9,706 |  | Reduced −1,042 |
| [NOVARTIS AG (NVS)](/companies/nvs.md) | SPONSORED ADR | $577.4k | <0.1% | 3,684 |  | Added +851 |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $576.6k | <0.1% | 2,588 |  | Added +15 |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | $562.1k | <0.1% | 14,140 |  | New +14,140 |
| [CELESTICA INC (CLS)](/companies/cls.md) | COM | $558.5k | <0.1% | 1,531 |  | Added +81 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $551.5k | <0.1% | 3,853 |  | Added +885 |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $546.0k | <0.1% | 9,475 |  | Added +1,718 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $543.9k | <0.1% | 3,442 |  | Reduced −16 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $541.4k | <0.1% | 2,842 |  | Reduced −129 |
| [ONEMAIN HLDGS INC (OMF)](/companies/omf.md) | COM | $539.5k | <0.1% | 8,849 |  | Added +209 |
| [TARGET CORP (TGT)](/companies/tgt.md) | COM | $533.7k | <0.1% | 4,086 |  | Added +1,612 |
| TOWNEBANK PORTSMOUTH VA | COM | $525.5k | <0.1% | 14,500 |  | Reduced −2,000 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $520.8k | <0.1% | 1,800 | Put | Unchanged |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | $519.4k | <0.1% | 8,470 |  | Unchanged |
| [TKO GROUP HOLDINGS INC (TKO)](/companies/tko.md) | CL A | $519.2k | <0.1% | 2,579 |  | Added +230 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $518.2k | <0.1% | 5,220 |  | Reduced −2,959 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $517.7k | <0.1% | 3,030 |  | New +3,030 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $511.5k | <0.1% | 47,182 |  | Reduced −1,537 |
| [TRAVELERS COMPANIES INC (TRV)](/companies/trv.md) | COM | $511.0k | <0.1% | 1,548 |  | Added +513 |
| ISHARES TR | 7-10 YR TRSY BD | $510.6k | <0.1% | 5,399 |  | Reduced −870 |
| [PULTE GROUP INC (PHM)](/companies/phm.md) | COM | $504.9k | <0.1% | 3,680 |  | New +3,680 |
| HARBOR ETF TRUST | COMM ALL WEA ETF | $504.4k | <0.1% | 17,191 |  | Added +1,997 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $503.0k | <0.1% | 1,849 |  | Added +65 |
| [HONEYWELL INTL INC (HON)](/companies/hon.md) | COM | $502.7k | <0.1% | 2,245 |  | New +2,245 |
| [VULCAN MATLS CO (VMC)](/companies/vmc.md) | COM | $499.3k | <0.1% | 1,692 |  | Added +30 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $497.1k | <0.1% | 2,089 |  | Added +326 |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $496.3k | <0.1% | 2,245 |  | New +2,245 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $494.8k | <0.1% | 5,470 |  | Added +1,646 |
| SEI EXCHANGE TRADED FUNDS | HIGH YIELD BOND | $491.4k | <0.1% | 19,524 |  | New +19,524 |
| [UNILEVER PLC (UL)](/companies/ul.md) | SPON ADR NEW | $490.8k | <0.1% | 8,163 |  | Reduced −238 |
| [NORTHROP GRUMMAN CORP (NOC)](/companies/noc.md) | COM | $490.4k | <0.1% | 963 |  | Added +119 |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $489.3k | <0.1% | 1,555 |  | Added +21 |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $485.8k | <0.1% | 978 |  | Added +420 |
| [BECTON DICKINSON & CO (BDX)](/companies/bdx.md) | COM | $483.5k | <0.1% | 3,195 |  | Added +996 |
| [STATE STR SPDR DOW JONES IND (DIA)](/companies/dia.md) | UT SER 1 | $480.1k | <0.1% | 919 |  | Unchanged |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $478.2k | <0.1% | 2,683 |  | Added +2,632 |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $476.4k | <0.1% | 7,575 |  | Added +1,905 |
| [OGE ENERGY CORP (OGE)](/companies/oge.md) | COM | $472.1k | <0.1% | 9,701 |  | Added +5,214 |
| [BRIDGEWATER BANCSHARES INC (BWB)](/companies/bwb.md) | COM | $468.7k | <0.1% | 22,278 |  | Unchanged |
| [EVERGY INC (EVRG)](/companies/evrg.md) | COM | $466.5k | <0.1% | 5,398 |  | New +5,398 |
| ISHARES TR | US TREAS BD ETF | $466.2k | <0.1% | 20,465 |  | Reduced −1,674 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $464.1k | <0.1% | 1,200 |  | New +1,200 |
| ISHARES TR | SHRT NAT MUN ETF | $463.6k | <0.1% | 4,354 |  | Unchanged |
| [DOVER CORP (DOV)](/companies/dov.md) | COM | $460.0k | <0.1% | 2,051 |  | Added +923 |
| GLOBAL X FDS | GLOBAL X URANIUM | $458.2k | <0.1% | 10,485 |  | Added +225 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $455.6k | <0.1% | 2,903 |  | Added +12 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $455.5k | <0.1% | 9,602 |  | Reduced −474 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $453.3k | <0.1% | 4,382 |  | New +4,382 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $445.7k | <0.1% | 865 |  | Added +360 |
| [MARSH & MCLENNAN COS INC (MRSH)](/companies/mrsh.md) | COM | $439.7k | <0.1% | 2,638 |  | Reduced −3,193 |
| [IDEXX LABS INC (IDXX)](/companies/idxx.md) | COM | $439.6k | <0.1% | 835 |  | Added +177 |
| SPDR SERIES TRUST | ST STR MSCI USAQ | $439.0k | <0.1% | 2,350 |  | Added +2 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $439.0k | <0.1% | 8,253 |  | Reduced −2,123 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $438.5k | <0.1% | 9,381 |  | Unchanged |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $436.9k | <0.1% | 903 |  | Reduced −15 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $432.0k | <0.1% | 2,757 |  | Reduced −543 |
| [STATE STR SPDR S&P MIDCAP 40 (MDY)](/companies/mdy.md) | UTSER1 S&PDCRP | $426.2k | <0.1% | 606 |  | Reduced −102 |
| [COHERENT CORP (COHR)](/companies/cohr.md) | COM | $426.0k | <0.1% | 1,080 |  | New +1,080 |
| [SIMON PPTY GROUP INC NEW (SPG)](/companies/spg.md) | COM | $424.0k | <0.1% | 1,896 |  | Added +283 |
| [GENERAL MILLS INC (GIS)](/companies/gis.md) | COM | $422.9k | <0.1% | 12,152 |  | Added +868 |
| [LAMAR ADVERTISING CO (LAMR)](/companies/lamr.md) | CL A | $416.6k | <0.1% | 2,671 |  | Added +185 |
| [ALLIANT ENERGY CORP (LNT)](/companies/lnt.md) | COM | $416.3k | <0.1% | 5,457 |  | New +5,457 |
| [PINNACLE WEST CAP CORP (PNW)](/companies/pnw.md) | COM | $413.0k | <0.1% | 3,860 |  | New +3,860 |
| [BLOCK INC (XYZ)](/companies/xyz.md) | CL A | $412.1k | <0.1% | 5,422 |  | Added +1,203 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $410.8k | <0.1% | 1,731 |  | Added +164 |
| [CAVA GROUP INC (CAVA)](/companies/cava.md) | COM | $408.0k | <0.1% | 5,199 |  | Added +61 |
| [JABIL INC (JBL)](/companies/jbl.md) | COM | $405.9k | <0.1% | 1,053 |  | Added +293 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $405.1k | <0.1% | 1,360 |  | New +1,360 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | $395.7k | <0.1% | 18,276 |  | Reduced −3,941 |
| ISHARES TR | 0-3 MTH TREASURY | $391.8k | <0.1% | 3,892 |  | Added +1 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $391.4k | <0.1% | 1,169 |  | New +1,169 |
| [M & T BK CORP (MTB)](/companies/mtb.md) | COM | $391.0k | <0.1% | 1,643 |  | Added +542 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $390.1k | <0.1% | 7,461 |  | Unchanged |
| [CADENCE DESIGN SYSTEM INC (CDNS)](/companies/cdns.md) | COM | $389.6k | <0.1% | 1,038 |  | New +1,038 |
| [BLACKROCK CAP ALLOCATION TER (BCAT)](/companies/bcat.md) | COM | $384.6k | <0.1% | 24,141 |  | Unchanged |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $380.9k | <0.1% | 7,595 |  | Unchanged |
| [AFLAC INC (AFL)](/companies/afl.md) | COM | $379.0k | <0.1% | 3,232 |  | New +3,232 |
| ISHARES TR | NEW YORK MUN ETF | $377.9k | <0.1% | 7,011 |  | Added +711 |
| [UFP TECHNOLOGIES INC (UFPT)](/companies/ufpt.md) | COM | $377.8k | <0.1% | 1,425 |  | Reduced −306 |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $377.2k | <0.1% | 15,364 |  | Reduced −683 |
| VANGUARD STAR FDS | VG TL INTL STK F | $376.5k | <0.1% | 4,404 |  | Reduced −519 |
| [LENNAR CORP (LEN)](/companies/len.md) | CL A | $376.4k | <0.1% | 4,160 |  | New +4,160 |
| [BEST BUY INC (BBY)](/companies/bby.md) | COM | $372.5k | <0.1% | 4,909 |  | Added +1,186 |
| NXP SEMICONDUCTORS N V | COM | $369.8k | <0.1% | 1,316 |  | New +1,316 |
| [DATADOG INC (DDOG)](/companies/ddog.md) | CL A COM | $369.7k | <0.1% | 1,420 |  | New +1,420 |
| [PEMBINA PIPELINE CORP (PBA)](/companies/pba.md) | COM | $366.1k | <0.1% | 7,916 |  | Added +320 |
| [CONAGRA BRANDS INC (CAG)](/companies/cag.md) | COM | $363.6k | <0.1% | 27,016 |  | Added +7,647 |
| [DIGITAL RLTY TR INC (DLR)](/companies/dlr.md) | COM | $359.2k | <0.1% | 2,000 |  | Added +525 |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $358.9k | <0.1% | 2,123 |  | Added +212 |
| [1 800 FLOWERS COM INC (FLWS)](/companies/flws.md) | CL A | $355.0k | <0.1% | 102,005 |  | Unchanged |
| JOHNSON CONTROLS INTERNATION | SHS | $352.4k | <0.1% | 2,412 |  | Added +431 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $351.7k | <0.1% | 3,507 |  | Added +582 |
| [ENBRIDGE INC (ENB)](/companies/enb.md) | COM | $351.6k | <0.1% | 6,486 |  | Added +1,214 |
| [KIMCO REALTY CORP (KIM)](/companies/kim.md) | COM | $349.9k | <0.1% | 13,803 |  | New +13,803 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | $349.3k | <0.1% | 7,673 |  | Unchanged |
| [ALNYLAM PHARMACEUTICALS INC (ALNY)](/companies/alny.md) | COM | $346.8k | <0.1% | 1,152 |  | Added +111 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $338.5k | <0.1% | 3,312 |  | Added +1,036 |
| [VENTAS INC (VTR)](/companies/vtr.md) | COM | $336.5k | <0.1% | 3,789 |  | Added +78 |
| [DIAMONDBACK ENERGY INC (FANG)](/companies/fang.md) | COM | $335.7k | <0.1% | 1,910 |  | Added +313 |
| [AMERICAN TOWER CORP (AMT)](/companies/amt.md) | COM | $334.5k | <0.1% | 2,045 |  | Added +645 |
| [SYNOPSYS INC (SNPS)](/companies/snps.md) | COM | $331.4k | <0.1% | 743 |  | Added +221 |
| TOTALENERGIES SE | ACT | $328.9k | <0.1% | 4,230 |  | Added +1,065 |
| ISHARES TR | RUS TP200 VL ETF | $326.5k | <0.1% | 3,105 |  | Unchanged |
| [MSC INDL DIRECT INC (MSM)](/companies/msm.md) | CL A | $325.7k | <0.1% | 2,738 |  | New +2,738 |
| [ARES CAPITAL CORP (ARCC)](/companies/arcc.md) | COM | $325.4k | <0.1% | 17,559 |  | Reduced −382 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $325.1k | <0.1% | 3,524 |  | Added +32 |
| [EPR PPTYS (EPR)](/companies/epr.md) | COM SH BEN INT | $324.1k | <0.1% | 5,587 |  | New +5,587 |
| [CORTEVA INC (CTVA)](/companies/ctva.md) | COM | $323.2k | <0.1% | 3,816 |  | Added +815 |
| [MONSTER BEVERAGE CORP NEW (MNST)](/companies/mnst.md) | COM | $322.1k | <0.1% | 3,351 |  | New +3,351 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $321.7k | <0.1% | 9,665 |  | Reduced −671 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $320.5k | <0.1% | 2,790 |  | Reduced −150 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $319.5k | <0.1% | 5,240 |  | Unchanged |
| INVESCO EXCHANGE TRADED FD T | DORS WR HEAL ETF | $316.0k | <0.1% | 5,287 |  | Reduced −360 |
| [IRON MTN INC DEL (IRM)](/companies/irm.md) | COM | $314.9k | <0.1% | 2,493 |  | Added +133 |
| [MITSUBISHI UFJ FINANCIAL GRO (MUFG)](/companies/mufg.md) | SPONSORED ADS | $314.0k | <0.1% | 15,788 |  | New +15,788 |
| [NNN REIT INC (NNN)](/companies/nnn.md) | COM | $313.3k | <0.1% | 6,733 |  | New +6,733 |
| [HEALTHPEAK PROPERTIES INC (DOC)](/companies/doc.md) | COM | $311.8k | <0.1% | 14,569 |  | New +14,569 |
| [KENVUE INC (KVUE)](/companies/kvue.md) | COM | $308.3k | <0.1% | 16,135 |  | New +16,135 |
| ISHARES TR | U.S. MED DVC ETF | $307.6k | <0.1% | 6,226 |  | Reduced −1,131 |
| [COMFORT SYS USA INC (FIX)](/companies/fix.md) | COM | $307.2k | <0.1% | 155 |  | New +155 |
| [TORONTO DOMINION BK ONT (TD)](/companies/td.md) | COM NEW | $307.1k | <0.1% | 2,529 |  | New +2,529 |
| ISHARES TR | MSCI USA MMENTM | $304.8k | <0.1% | 889 |  | Reduced −158 |
| [TARGA RES CORP (TRGP)](/companies/trgp.md) | COM | $302.7k | <0.1% | 1,129 |  | New +1,129 |
| [BHP BILLITON LIMITED (BHP)](/companies/bhp.md) | SPONSORED ADS | $301.2k | <0.1% | 3,615 |  | New +3,615 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $298.9k | <0.1% | 7,173 |  | Unchanged |
| ISHARES TR | BROAD USD HIGH | $297.8k | <0.1% | 8,045 |  | New +8,045 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT JUNE | $297.6k | <0.1% | 11,104 |  | Unchanged |
| [BALL CORP (BALL)](/companies/ball.md) | COM | $295.5k | <0.1% | 4,735 |  | Added +373 |
| [WATTS WATER TECHNOLOGIES INC (WTS)](/companies/wts.md) | CL A | $292.8k | <0.1% | 748 |  | New +748 |
| [RELX PLC (RELX)](/companies/relx.md) | SPONSORED ADR | $292.5k | <0.1% | 9,235 |  | Reduced −53,606 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $291.3k | <0.1% | 3,233 |  | Unchanged |
| [WW GRAINGER INC (GWW)](/companies/gww.md) | COM | $291.1k | <0.1% | 214 |  | New +214 |
| [STATE STR CORP (STT)](/companies/stt.md) | COM | $286.3k | <0.1% | 1,688 |  | New +1,688 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $285.6k | <0.1% | 8,020 |  | Unchanged |
| [GREIF INC (GEF)](/companies/gef.md) | CL A | $282.5k | <0.1% | 3,793 |  | New +3,793 |
| [CROWN CASTLE INC (CCI)](/companies/cci.md) | COM | $281.6k | <0.1% | 3,718 |  | Added +327 |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $281.3k | <0.1% | 1,372 |  | Added +38 |
| [UNITED RENTALS INC (URI)](/companies/uri.md) | COM | $279.8k | <0.1% | 247 |  | New +247 |
| [LINCOLN EDL SVCS CORP (LINC)](/companies/linc.md) | COM | $277.9k | <0.1% | 5,570 |  | New +5,570 |
| [ESCALADE INC (ESCA)](/companies/esca.md) | COM | $277.3k | <0.1% | 14,767 |  | Reduced −592 |
| ISHARES INC | MSCI WORLD ETF | $276.3k | <0.1% | 1,363 |  | Added +145 |
| [VICI PPTYS INC (VICI)](/companies/vici.md) | COM | $275.6k | <0.1% | 10,379 |  | New +10,379 |
| [BARINGS BDC INC (BBDC)](/companies/bbdc.md) | COM | $275.5k | <0.1% | 32,331 |  | Added +4 |
| [PPG INDS INC (PPG)](/companies/ppg.md) | COM | $273.8k | <0.1% | 2,257 |  | New +2,257 |
| [MONOLITHIC PWR SYS INC (MPWR)](/companies/mpwr.md) | COM | $273.7k | <0.1% | 198 |  | New +198 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $271.9k | <0.1% | 791 |  | Reduced −4,550 |
| [F N B CORP (FNB)](/companies/fnb.md) | COM | $271.1k | <0.1% | 14,207 |  | New +14,207 |
| [BANCO SANTANDER SA (SAN)](/companies/san.md) | ADR | $270.0k | <0.1% | 19,568 |  | New +19,568 |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | $269.1k | <0.1% | 6,899 |  | Unchanged |
| [BROADRIDGE FINL SOLUTIONS IN (BR)](/companies/br.md) | COM | $266.6k | <0.1% | 1,947 |  | New +1,947 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $266.6k | <0.1% | 4,840 |  | Unchanged |
| [MOTOROLA SOLUTIONS INC (MSI)](/companies/msi.md) | COM NEW | $265.8k | <0.1% | 640 |  | Added +35 |
| GLOBAL X FDS | LITHIUM BTRY ETF | $265.7k | <0.1% | 3,394 |  | New +3,394 |
| [OLD REP INTL CORP (ORI)](/companies/ori.md) | COM | $265.2k | <0.1% | 6,481 |  | Reduced −124 |
| [CHENIERE ENERGY INC (LNG)](/companies/lng.md) | COM NEW | $263.9k | <0.1% | 1,104 |  | Added +14 |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $263.7k | <0.1% | 3,492 |  | Reduced −91 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $263.2k | <0.1% | 6,354 |  | Reduced −20 |
| [STAG INDUSTRIAL INC (STAG)](/companies/stag.md) | COM | $261.6k | <0.1% | 6,874 |  | New +6,874 |
| [PRICE T ROWE GROUP INC (TROW)](/companies/trow.md) | COM | $260.9k | <0.1% | 2,294 |  | New +2,294 |
| [ROSS STORES INC (ROST)](/companies/rost.md) | COM | $260.5k | <0.1% | 1,224 |  | New +1,224 |
| [ACUITY INC (AYI)](/companies/ayi.md) | COM | $260.1k | <0.1% | 691 |  | New +691 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $259.7k | <0.1% | 995 |  | Reduced −31 |
| ISHARES TR | MBS ETF | $259.4k | <0.1% | 2,744 |  | Added +236 |
| [WESTWOOD HLDGS GROUP INC (WHG)](/companies/whg.md) | COM | $256.4k | <0.1% | 13,380 |  | Reduced −659 |
| [BIOGEN INC (BIIB)](/companies/biib.md) | COM | $255.4k | <0.1% | 1,182 |  | New +1,182 |
| ISHARES TR | CORE S&P SCP ETF | $255.3k | <0.1% | 1,721 |  | New +1,721 |
| [OLD DOMINION FREIGHT LINE IN (ODFL)](/companies/odfl.md) | COM | $254.1k | <0.1% | 1,173 |  | New +1,173 |
| [BAR HBR BANKSHARES (BHB)](/companies/bhb.md) | COM | $253.0k | <0.1% | 6,699 |  | Reduced −388 |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | $251.8k | <0.1% | 6,126 |  | Unchanged |
| [EQUITY RESIDENTIAL (VMRK)](/companies/vmrk.md) | SH BEN INT | $251.1k | <0.1% | 3,697 |  | New +3,697 |
| [REGENERON PHARMACEUTICALS (REGN)](/companies/regn.md) | COM | $250.7k | <0.1% | 402 |  | Added +42 |
| [REGENCY CTRS CORP (REG)](/companies/reg.md) | COM | $250.3k | <0.1% | 3,139 |  | New +3,139 |
| [SUPERIOR GROUP OF CO INC (SGC)](/companies/sgc.md) | COM | $249.4k | <0.1% | 19,010 |  | Reduced −1,484 |
| VANGUARD WORLD FD | HEALTH CAR ETF | $249.1k | <0.1% | 833 |  | Unchanged |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $246.5k | <0.1% | 5,281 |  | Reduced −74 |
| [KEURIG DR PEPPER INC (KDP)](/companies/kdp.md) | COM | $245.4k | <0.1% | 7,498 |  | New +7,498 |
| ISHARES INC | MSCI EMRG CHN | $244.5k | <0.1% | 2,390 |  | New +2,390 |
| [TOYOTA MOTOR CORP (TM)](/companies/tm.md) | ADS | $244.4k | <0.1% | 1,451 |  | Added +232 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $244.2k | <0.1% | 5,519 |  | Unchanged |
| [MOHAWK INDS INC (MHK)](/companies/mhk.md) | COM | $243.9k | <0.1% | 2,010 |  | New +2,010 |
| SPDR SERIES TRUST | ST STR SP600 SML | $240.3k | <0.1% | 4,167 |  | New +4,167 |
| [UGI CORP NEW (UGI)](/companies/ugi.md) | COM | $239.8k | <0.1% | 6,944 |  | New +6,944 |
| [FIRST HAWAIIAN INC (FHB)](/companies/fhb.md) | COM | $239.6k | <0.1% | 8,176 |  | New +8,176 |
| ISHARES TR | RUS 2000 GRW ETF | $239.0k | <0.1% | 607 |  | New +607 |
| [WILLIAMS SONOMA INC (WSM)](/companies/wsm.md) | COM | $238.7k | <0.1% | 1,024 |  | New +1,024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $236.6k | <0.1% | 5,290 |  | Reduced −193 |
| [ING GROEP N.V. (ING)](/companies/ing.md) | SPONSORED ADR | $236.1k | <0.1% | 7,523 |  | New +7,523 |
| [FASTENAL CO (FAST)](/companies/fast.md) | COM | $235.2k | <0.1% | 4,898 |  | New +4,898 |
| [BERKLEY W R CORP (WRB)](/companies/wrb.md) | COM | $235.2k | <0.1% | 3,335 |  | New +3,335 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $234.6k | <0.1% | 4,175 |  | Unchanged |
| [NOV INC (NOV)](/companies/nov.md) | COM | $234.5k | <0.1% | 12,644 |  | New +12,644 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $232.9k | <0.1% | 8,043 |  | New +8,043 |
| ISHARES TR | CORE 1 5 YR USD | $232.7k | <0.1% | 4,823 |  | Added +55 |
| [SANOFI SA (SNY)](/companies/sny.md) | SPONSORED ADR | $231.1k | <0.1% | 5,418 |  | Added +3 |
| [NETAPP INC (NTAP)](/companies/ntap.md) | COM | $230.9k | <0.1% | 1,492 |  | New +1,492 |
| [GRAIL INC (GRAL)](/companies/gral.md) | COM | $230.8k | <0.1% | 3,381 |  | Reduced −500 |
| [GOLDMAN SACHS BDC INC (GSBD)](/companies/gsbd.md) | SHS | $230.6k | <0.1% | 24,325 |  | Unchanged |
| ISHARES TR | ESG SELECT SCRE | $230.6k | <0.1% | 4,421 |  | New +4,421 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $230.3k | <0.1% | 5,350 |  | Unchanged |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $230.2k | <0.1% | 735 |  | New +735 |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $228.7k | <0.1% | 462 |  | New +462 |
| [IDEX CORP (IEX)](/companies/iex.md) | COM | $227.6k | <0.1% | 1,003 |  | New +1,003 |
| TE CONNECTIVITY PLC | ORD SHS | $227.2k | <0.1% | 1,127 |  | New +1,127 |
| [LAZARD INC (LAZ)](/companies/laz.md) | COM | $226.9k | <0.1% | 5,409 |  | Reduced −92 |
| [PPL CORP (PPL)](/companies/ppl.md) | COM | $225.8k | <0.1% | 6,213 |  | New +6,213 |
| [KEYSIGHT TECHNOLOGIES INC (KEYS)](/companies/keys.md) | COM | $225.8k | <0.1% | 645 |  | New +645 |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $224.0k | <0.1% | 5,422 |  | New +5,422 |
| [QUANTUMSCAPE CORP (QS)](/companies/qs.md) | COM CL A | $223.9k | <0.1% | 29,622 |  | Added +1,068 |
| [SONIDA SENIOR LIVING INC (SNDA)](/companies/snda.md) | COM | $223.9k | <0.1% | 5,487 |  | Reduced −2,503 |
| ISHARES TR | 0-5 YR TIPS ETF | $223.7k | <0.1% | 2,190 |  | Reduced −431 |
| VANGUARD WORLD FD | CONSUM DIS ETF | $223.7k | <0.1% | 564 |  | Unchanged |
| WARNER BROS DISCOVERY INC | COM SER A | $223.0k | <0.1% | 8,363 |  | Reduced −379 |
| [MKS INC. (MKSI)](/companies/mksi.md) | COM | $222.8k | <0.1% | 501 |  | New +501 |
| [NEWMONT CORP (NEM)](/companies/nem.md) | COM | $221.4k | <0.1% | 2,370 |  | Added +324 |
| [KKR & CO INC (KKR)](/companies/kkr.md) | COM | $221.2k | <0.1% | 2,410 |  | Added +35 |
| [NEWS CORP NEW (NWSA)](/companies/nwsa.md) | CL A | $221.1k | <0.1% | 8,903 |  | New +8,903 |
| [BLUE OWL CAPITAL CORPORATION (OBDC)](/companies/obdc.md) | COM | $221.0k | <0.1% | 20,333 |  | Unchanged |
| [THORNBURG INCM BUILDER OPP T (TBLD)](/companies/tbld.md) | COM | $220.7k | <0.1% | 10,000 |  | Unchanged |
| [SEMPRA (SRE)](/companies/sre.md) | COM | $220.4k | <0.1% | 2,377 |  | Added +154 |
| [STANLEY BLACK & DECKER INC (SWK)](/companies/swk.md) | COM | $220.0k | <0.1% | 2,337 |  | New +2,337 |
| [CANADIAN NATL RY CO (CNI)](/companies/cni.md) | COM | $219.6k | <0.1% | 1,842 |  | New +1,842 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $219.6k | <0.1% | 2,658 |  | New +2,658 |
| [HEWLETT PACKARD ENTERPRISE C (HPE)](/companies/hpe.md) | COM | $219.3k | <0.1% | 4,861 |  | New +4,861 |
| [TAKE-TWO INTERACTIVE SOFTWAR (TTWO)](/companies/ttwo.md) | COM | $219.2k | <0.1% | 877 |  | New +877 |
| [BROWN & BROWN INC (BRO)](/companies/bro.md) | COM | $218.9k | <0.1% | 3,413 |  | New +3,413 |
| GLOBAL X FDS | GLOBAL X SILVER | $218.8k | <0.1% | 2,825 |  | New +2,825 |
| INVESCO LTD | SHS | $218.3k | <0.1% | 8,273 |  | New +8,273 |
| [DUPONT DE NEMOURS INC (DD)](/companies/dd.md) | COMMON STOCK | $217.7k | <0.1% | 1,605 |  | New +1,605 |
| ISHARES TR | S&P 100 ETF | $217.3k | <0.1% | 594 |  | Reduced −214 |
| [SMUCKER J M CO (SJM)](/companies/sjm.md) | COM NEW | $217.2k | <0.1% | 1,931 |  | New +1,931 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $217.1k | <0.1% | 1,530 |  | New +1,530 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | $215.5k | <0.1% | 4,279 |  | New +4,279 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | $214.8k | <0.1% | 5,868 |  | New +5,868 |
| [EBAY INC. (EBAY)](/companies/ebay.md) | COM | $214.3k | <0.1% | 1,918 |  | New +1,918 |
| [TEXAS ROADHOUSE INC (TXRH)](/companies/txrh.md) | COM | $214.3k | <0.1% | 1,109 |  | New +1,109 |
| ISHARES TR | LARG CAP DEC ETF | $214.0k | <0.1% | 7,827 |  | Unchanged |
| AXALTA COATING SYS LTD | COM | $213.1k | <0.1% | 6,226 |  | New +6,226 |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $212.5k | <0.1% | 2,214 |  | New +2,214 |
| [CENOVUS ENERGY INC (CVE)](/companies/cve.md) | COM | $212.2k | <0.1% | 8,554 |  | New +8,554 |
| [STEEL DYNAMICS INC (STLD)](/companies/stld.md) | COM | $212.0k | <0.1% | 924 |  | New +924 |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $211.3k | <0.1% | 532 |  | New +532 |
| [PROSPERITY BANCSHARES INC (PB)](/companies/pb.md) | COM | $209.1k | <0.1% | 2,863 |  | New +2,863 |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | $208.6k | <0.1% | 3,527 |  | New +3,527 |
| [REINSURANCE GROUP AMER INC (RGA)](/companies/rga.md) | COM NEW | $208.4k | <0.1% | 980 |  | New +980 |
| [RESMED INC (RMD)](/companies/rmd.md) | COM | $208.3k | <0.1% | 1,069 |  | New +1,069 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTE | $208.2k | <0.1% | 7,558 |  | New +7,558 |
| [CIENA CORP (CIEN)](/companies/cien.md) | COM NEW | $208.0k | <0.1% | 424 |  | New +424 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $208.0k | <0.1% | 604 |  | New +604 |
| [MERCADOLIBRE  INC (MELI)](/companies/meli.md) | COM | $206.9k | <0.1% | 122 |  | Unchanged |
| SPDR SERIES TRUST | SP O&G EQP SERV | $206.6k | <0.1% | 1,843 |  | New +1,843 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $204.5k | <0.1% | 5,671 |  | Reduced −1,371 |
| [INCYTE CORP (INCY)](/companies/incy.md) | COM | $203.9k | <0.1% | 1,799 |  | New +1,799 |
| [3M CO (MMM)](/companies/mmm.md) | COM | $203.6k | <0.1% | 1,257 |  | New +1,257 |
| [BEACON FINANCIAL CORP. (BBT)](/companies/bbt.md) | COM | $203.5k | <0.1% | 6,682 |  | Unchanged |
| [NATIONAL FUEL GAS CO (NFG)](/companies/nfg.md) | COM | $202.9k | <0.1% | 2,628 |  | New +2,628 |
| [APPLIED INDL TECHNOLOGIES IN (AIT)](/companies/ait.md) | COM | $202.9k | <0.1% | 600 |  | New +600 |
| SPDR SERIES TRUST | ST STR P500GRW | $201.0k | <0.1% | 1,689 |  | New +1,689 |
| [LLOYDS BANKING GROUP PLC (LYG)](/companies/lyg.md) | SPONSORED ADR | $197.2k | <0.1% | 33,827 |  | Added +5,627 |
| [MIZUHO FINANCIAL GROUP INC (MFG)](/companies/mfg.md) | SPONSORED ADR | $195.3k | <0.1% | 20,388 |  | Added +9,055 |
| [PG&E CORP (PCG)](/companies/pcg.md) | COM | $173.1k | <0.1% | 10,289 |  | New +10,289 |
| [GCM GROSVENOR INC (GCMG)](/companies/gcmg.md) | COM CL A | $124.2k | <0.1% | 10,099 |  | New +10,099 |
| [HALEON PLC (HLN)](/companies/hln.md) | SPON ADS | $119.6k | <0.1% | 12,823 |  | New +12,823 |
| [ARRAY TECHNOLOGIES INC (ARRY)](/companies/arry.md) | COM SHS | $111.2k | <0.1% | 15,000 | Call | New +15,000 |
| [FLOWERS FOODS INC (FLO)](/companies/flo.md) | COM | $109.9k | <0.1% | 13,912 |  | New +13,912 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $84.9k | <0.1% | 500 | Call | New +500 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $83.1k | <0.1% | 200 | Call | Unchanged |
| [ADT INC DEL (ADT)](/companies/adt.md) | COM | $82.5k | <0.1% | 12,699 |  | New +12,699 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $79.9k | <0.1% | 2,500 | Call | New +2,500 |
| [RESOURCES CONNECTION INC (RGP)](/companies/rgp.md) | COM | $50.8k | <0.1% | 11,944 |  | Reduced −187 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $49.9k | <0.1% | 1,500 | Call | Unchanged |
| [ZOOMINFO TECHNOLOGIES INC (GTM)](/companies/gtm.md) | COMMON STOCK | $43.7k | <0.1% | 14,930 |  | New +14,930 |
| [WIPRO LTD (WIT)](/companies/wit.md) | SPON ADR 1 SH | $28.8k | <0.1% | 12,793 |  | New +12,793 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMERIPRISE FINL INC (AMP)](/companies/amp.md) | COM | $0 | 0.0% | 0 |  | Sold out −451 |
| [AUTONATION INC (AN)](/companies/an.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,076 |
| [BLACK DIAMOND THERAPEUTICS I (BDTX)](/companies/bdtx.md) | COM | $0 | 0.0% | 0 |  | Sold out −11,355 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $0 | 0.0% | 0 |  | Sold out −5,954 |
| [DYNATRACE INC (DT)](/companies/dt.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −8,160 |
| ENLIVEX LTD | COM | $0 | 0.0% | 0 |  | Sold out −17,647 |
| [EQUINOR ASA (EQNR)](/companies/eqnr.md) | SPONSORED ADR | $0 | 0.0% | 0 |  | Sold out −5,830 |
| [HALLIBURTON CO (HAL)](/companies/hal.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,370 |
| [HALLIBURTON CO (HAL)](/companies/hal.md) | COM | $0 | 0.0% | 0 | Call | Sold out −2,500 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −4,137 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $0 | 0.0% | 0 |  | Sold out −12,545 |
| ISHARES TR | 10-20 YR TRS ETF | $0 | 0.0% | 0 |  | Sold out −2,046 |
| [MARTIN MARIETTA MATLS INC (MLM)](/companies/mlm.md) | COM | $0 | 0.0% | 0 |  | Sold out −821 |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $0 | 0.0% | 0 |  | Sold out −4,351 |
| [OCCIDENTAL PETE CORP (OXY)](/companies/oxy.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,102 |
| [SLB LIMITED (SLB)](/companies/slb.md) | COM STK | $0 | 0.0% | 0 |  | Sold out −4,602 |
| THOMSON REUTERS CORP | COM | $0 | 0.0% | 0 |  | Sold out −27,357 |
| WISDOMTREE TR | INDIA ERNGS FD | $0 | 0.0% | 0 |  | Sold out −5,267 |

Source: SEC EDGAR, Form 13F-HR, accession 0001437749-26-027522. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.