Center for Financial Planning, Inc.

← Tracker

Institutional

CIK 0001803557

$1.07B

Reported AUM

666

Positions

Q2 2026

Period

2026-07-21

Filed

Editorial summary

Summary for Center for Financial Planning, Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings· first 500 of 666

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	VOO	VANGUARD INDEX FDS	$681.79	1.66%	20.72%	76.33%	$377.2M	35.26%	—	HELD
2	AGG	ISHARES TR	$97.62	0.07%	2.12%	-1.50%	$107.3M	10.03%	—	HELD
3	SPDW	SPDR INDEX SHS FDS	$50.42	3.05%	30.79%	57.65%	$84.0M	7.85%	—	HELD
4	VB	VANGUARD INDEX FDS	$295.80	0.96%	26.19%	40.81%	$77.9M	7.29%	—	HELD
5	VO	VANGUARD INDEX FDS	$80.99	0.46%	15.49%	39.87%	$54.6M	5.11%	—	HELD
6	IEFA	ISHARES TR	$98.88	2.75%	25.38%	51.77%	$41.9M	3.91%	—	HELD
7	VWO	VANGUARD INTL EQUITY INDEX F	$58.19	2.23%	20.53%	30.20%	$35.3M	3.30%	—	HELD
8	QUAL	ISHARES TR	$218.92	1.36%	21.21%	64.41%	$19.7M	1.84%	—	HELD
9	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$14.2M	1.33%	—	HELD
10	VBR	VANGUARD INDEX FDS	$245.11	0.04%	27.15%	55.29%	$13.6M	1.27%	—	HELD
11	VXUS	VANGUARD STAR FDS	$84.77	2.89%	27.83%	50.47%	$11.2M	1.05%	—	HELD
12	MSFT	MICROSOFT CORP	$451.10	15.51%	-13.24%	55.41%	$9.8M	0.92%	—	HELD
13	AAPL	APPLE INC	$333.43	-1.41%	65.41%	124.96%	$9.3M	0.87%	—	HELD
14	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$7.6M	0.71%	—	HELD
15	GOOG	ALPHABET INC	$333.68	-0.62%	77.27%	132.86%	$6.9M	0.65%	—	HELD
16	AMZN	AMAZON COM INC	$235.50	3.90%	9.66%	35.70%	$6.0M	0.56%	—	HELD
17	JPM	JPMORGAN CHASE & CO	$350.85	1.78%	23.57%	148.58%	$5.7M	0.53%	—	HELD
18	VUG	VANGUARD INDEX FDS	$84.27	2.68%	14.10%	69.36%	$4.6M	0.43%	—	HELD
19	ABBV	ABBVIE INC	$257.41	-2.24%	36.96%	157.96%	$4.4M	0.41%	—	HELD
20	VSS	VANGUARD INTL EQUITY INDEX F	$150.76	2.04%	16.79%	25.37%	$4.4M	0.41%	—	HELD
21	JNJ	JOHNSON & JOHNSON	$255.82	-3.66%	56.99%	69.37%	$4.0M	0.37%	—	HELD
22	VGT	VANGUARD WORLD FD	$113.58	4.97%	35.33%	120.11%	$3.9M	0.37%	—	HELD
23	AVGO	BROADCOM INC	$387.84	4.73%	34.78%	753.17%	$3.8M	0.35%	—	HELD
24	IJH	ISHARES TR	$75.35	0.83%	21.62%	45.60%	$3.8M	0.35%	—	HELD
25	VBK	VANGUARD INDEX FDS	$341.38	2.17%	23.52%	20.43%	$3.7M	0.35%	—	HELD
26	LMBS	FIRST TR EXCHANGE-TRADED FD	$49.53	0.09%	4.53%	16.44%	$3.2M	0.30%	—	HELD
27	SPY	STATE STR SPDR S&P 500 ETF T	$741.69	1.68%	20.62%	75.74%	$3.2M	0.30%	—	HELD
28	NEE	NEXTERA ENERGY INC	$87.93	-0.60%	28.52%	18.85%	$3.0M	0.28%	—	HELD
29	VTI	VANGUARD INDEX FDS	$366.27	1.62%	21.20%	68.49%	$2.9M	0.27%	—	HELD
30	RJF	RAYMOND JAMES FINL INC	$174.97	0.47%	7.55%	99.25%	$2.9M	0.27%	—	HELD
31	BUFR	FIRST TR EXCHNG TRADED FD VI	$36.62	0.96%	—	—	$2.7M	0.25%	—	HELD
32	PG	PROCTER & GAMBLE CO	$143.96	-1.46%	—	—	$2.6M	0.24%	—	HELD
33	VTV	VANGUARD INDEX FDS	$220.54	0.34%	—	—	$2.5M	0.23%	—	HELD
34	MCK	MCKESSON CORP	$865.51	-2.59%	—	—	$2.5M	0.23%	—	HELD
35	FSIG	FIRST TR EXCHANGE-TRADED FD	$18.78	0.05%	—	—	$2.4M	0.22%	—	HELD
36	EAGG	ISHARES TR	$46.75	0.04%	—	—	$2.3M	0.22%	—	HELD
37	MSI	MOTOROLA SOLUTIONS INC	$430.82	-0.78%	—	—	$2.2M	0.20%	—	HELD
38	AXP	AMERICAN EXPRESS CO	$337.52	1.82%	—	—	$2.2M	0.20%	—	HELD
39	XOM	EXXON MOBIL CORP	$156.97	0.14%	—	—	$2.0M	0.19%	—	HELD
40	CVX	CHEVRON CORPORATION	$192.31	0.23%	—	—	$2.0M	0.19%	—	HELD
41	NVDA	NVIDIA CORPORATION	$195.04	2.65%	—	—	$2.0M	0.19%	—	HELD
42	TMO	THERMO FISHER SCIENTIFIC INC	$576.77	0.05%	—	—	$2.0M	0.19%	—	HELD
43	VV	VANGUARD INDEX FDS	$341.27	1.73%	—	—	$2.0M	0.19%	—	HELD
44	CL	COLGATE PALMOLIVE CO	$91.60	-2.02%	—	—	$2.0M	0.18%	—	HELD
45	IJR	ISHARES TR	$145.50	0.82%	—	—	$2.0M	0.18%	—	HELD
46	KO	COCA COLA CO	$88.49	-0.66%	—	—	$1.9M	0.18%	—	HELD
47	ABT	ABBOTT LABORATORIES	$105.61	-2.21%	—	—	$1.8M	0.17%	—	HELD
48	PEP	PEPSICO INC	$140.20	-2.30%	—	—	$1.8M	0.17%	—	HELD
49	GOOGL	ALPHABET INC	$333.66	-0.91%	—	—	$1.8M	0.17%	—	HELD
50	HD	HOME DEPOT INC	$333.35	-1.45%	—	—	$1.7M	0.16%	—	HELD
51	ETN	EATON CORP PLC	$386.89	6.91%	—	—	$1.7M	0.16%	—	HELD
52	AMD	ADVANCED MICRO DEVICES INC	$485.39	13.00%	—	—	$1.7M	0.16%	—	HELD
53	SYK	STRYKER CORPORATION	$348.04	-1.20%	—	—	$1.6M	0.15%	—	HELD
54	CRM	SALESFORCE INC	$180.71	-4.07%	—	—	$1.6M	0.15%	—	HELD
55	IVV	ISHARES TR	$745.20	1.65%	—	—	$1.6M	0.15%	—	HELD
56	MRK	MERCK & CO INC	$129.79	-0.44%	—	—	$1.5M	0.14%	—	HELD
57	MCD	MCDONALDS CORP	$268.44	-1.13%	—	—	$1.4M	0.13%	—	HELD
58	WMT	WALMART INC	$111.10	-2.73%	—	—	$1.3M	0.12%	—	HELD
59	QQQ	INVESCO QQQ TR	—	—	—	—	$1.3M	0.12%	—	HELD
60	VIG	VANGUARD SPECIALIZED FUNDS	$240.06	0.63%	—	—	$1.3M	0.12%	—	HELD
61	UNP	UNION PAC CORP	$289.46	-0.93%	—	—	$1.3M	0.12%	—	HELD
62	VTEB	VANGUARD MUN BD FDS	$49.65	-0.10%	—	—	$1.3M	0.12%	—	HELD
63	MMM	3M CO	$176.07	-1.06%	—	—	$1.2M	0.11%	—	HELD
64	MPC	MARATHON PETE CORP	$314.08	1.74%	—	—	$1.2M	0.11%	—	HELD
65	LLY	ELI LILLY & CO	$1154.97	-4.55%	—	—	$1.2M	0.11%	—	HELD
66	TSLA	TESLA INC	$308.85	3.53%	—	—	$1.2M	0.11%	—	HELD
67	DFUS	DIMENSIONAL ETF TRUST	$81.03	1.77%	—	—	$1.1M	0.11%	—	HELD
68	CSCO	CISCO SYS INC	$113.56	0.96%	—	—	$1.1M	0.11%	—	HELD
69	VEA	VANGUARD TAX-MANAGED FDS	$71.09	3.10%	—	—	$1.1M	0.10%	—	HELD
70	PRF	INVESCO EXCHANGE TRADED FD T	$54.66	0.55%	—	—	$1.1M	0.10%	—	HELD
71	PM	PHILIP MORRIS INTL INC	$192.00	-3.25%	—	—	$1.1M	0.10%	—	HELD
72	ITW	ILLINOIS TOOL WKS INC	$283.70	-2.99%	—	—	$1.0M	0.10%	—	HELD
73	GEV	GE VERNOVA INC	$981.98	9.07%	—	—	$1.0M	0.10%	—	HELD
74	ISTB	ISHARES TR	$48.05	0.08%	—	—	$1.0M	0.09%	—	HELD
75	DTE	DTE ENERGY CO	$141.70	-1.27%	—	—	$997K	0.09%	—	HELD
76	IWR	ISHARES TR	$110.00	0.38%	—	—	$981K	0.09%	—	HELD
77	IWN	ISHARES TR	$221.79	0.09%	—	—	$979K	0.09%	—	HELD
78	IWM	ISHARES TR	$292.59	1.39%	—	—	$960K	0.09%	—	HELD
79	ARTY	ISHARES TR	$66.25	8.02%	—	—	$905K	0.08%	—	HELD
80	EMR	EMERSON ELEC CO	$148.64	2.00%	—	—	$889K	0.08%	—	HELD
81	IBM	INTERNATIONAL BUSINESS MACHS	$221.74	-2.08%	—	—	$879K	0.08%	—	HELD
82	VHT	VANGUARD WORLD FD	$307.15	-1.34%	—	—	$873K	0.08%	—	HELD
83	AMT	AMERICAN TOWER CORP	$174.46	-2.68%	—	—	$857K	0.08%	—	HELD
84	IJS	ISHARES TR	$135.84	-0.01%	—	—	$834K	0.08%	—	HELD
85	ADI	ANALOG DEVICES INC	$366.67	3.76%	—	—	$831K	0.08%	—	HELD
86	VDE	VANGUARD WORLD FD	$166.28	0.69%	—	—	$825K	0.08%	—	HELD
87	BUFD	FIRST TR EXCHNG TRADED FD VI	$29.80	0.69%	—	—	$807K	0.08%	—	HELD
88	TT	TRANE TECHNOLOGIES PLC	$440.28	-1.46%	—	—	$750K	0.07%	—	HELD
89	F	FORD MTR CO	$14.86	-2.75%	—	—	$749K	0.07%	—	HELD
90	OMC	OMNICOM GROUP INC	$79.61	-3.60%	—	—	$745K	0.07%	—	HELD
91	DFUV	DIMENSIONAL ETF TRUST	$55.47	0.82%	—	—	$727K	0.07%	—	HELD
92	CB	CHUBB LIMITED	$350.15	-3.25%	—	—	$723K	0.07%	—	HELD
93	META	META PLATFORMS INC	$539.03	-7.95%	—	—	$708K	0.07%	—	HELD
94	V	VISA INC	$366.27	-0.67%	—	—	$698K	0.07%	—	HELD
95	PGR	PROGRESSIVE CORP	$213.28	-3.05%	—	—	$693K	0.06%	—	HELD
96	SCHV	SCHWAB STRATEGIC TR	$34.16	1.18%	—	—	$692K	0.06%	—	HELD
97	DOV	DOVER CORP	$204.06	3.07%	—	—	$689K	0.06%	—	HELD
98	DAN	DANA INC	$27.06	0.93%	—	—	$653K	0.06%	—	HELD
99	DAL	DELTA AIR LINES INC	$88.59	2.71%	—	—	$637K	0.06%	—	HELD
100	QSPT	FIRST TR EXCHNG TRADED FD VI	$34.35	1.82%	—	—	$626K	0.06%	—	HELD
101	RTX	RTX CORPORATION	—	—	—	—	$624K	0.06%	—	HELD
102	IYW	ISHARES TR	—	—	—	—	$601K	0.06%	—	HELD
103	APD	AIR PRODUCTS AND CHEMICALS I	—	—	—	—	$586K	0.05%	—	HELD
104	JCI	JOHNSON CONTROLS INTERNATION	—	—	—	—	$569K	0.05%	—	HELD
105	DRI	DARDEN RESTAURANTS INC	—	—	—	—	$542K	0.05%	—	HELD
106	AMAT	APPLIED MATLS INC	—	—	—	—	$541K	0.05%	—	HELD
107	DHR	DANAHER CORP DEL	—	—	—	—	$527K	0.05%	—	HELD
108	CMI	CUMMINS INC	—	—	—	—	$519K	0.05%	—	HELD
109	VZ	VERIZON COMMUNICATIONS INC	—	—	—	—	$516K	0.05%	—	HELD
110	NXPI	NXP SEMICONDUCTORS N V	—	—	—	—	$501K	0.05%	—	HELD
111	EVSD	MORGAN STANLEY ETF TRUST	—	—	—	—	$499K	0.05%	—	HELD
112	AMGN	AMGEN INC	—	—	—	—	$489K	0.05%	—	HELD
113	ADBE	ADOBE INC	—	—	—	—	$486K	0.05%	—	HELD
114	ANET	ARISTA NETWORKS INC	—	—	—	—	$470K	0.04%	—	HELD
115	CME	CME GROUP INC	—	—	—	—	$456K	0.04%	—	HELD
116	EFV	ISHARES TR	—	—	—	—	$449K	0.04%	—	HELD
117	TJX	TJX COS INC NEW	—	—	—	—	$446K	0.04%	—	HELD
118	GE	GE AEROSPACE	—	—	—	—	$446K	0.04%	—	HELD
119	ASML	ASML HLDG NV	—	—	—	—	$442K	0.04%	—	HELD
120	CACC	CREDIT ACCEP CORP MICH	—	—	—	—	$427K	0.04%	—	HELD
121	SPGI	S&P GLOBAL INC	—	—	—	—	$406K	0.04%	—	HELD
122	MO	ALTRIA GROUP INC	—	—	—	—	$396K	0.04%	—	HELD
123	ALL	ALLSTATE CORP	—	—	—	—	$393K	0.04%	—	HELD
124	YUM	YUM BRANDS INC	—	—	—	—	$393K	0.04%	—	HELD
125	HBAN	HUNTINGTON BANCSHARES INC	—	—	—	—	$385K	0.04%	—	HELD
126	O	REALTY INCOME CORP	—	—	—	—	$384K	0.04%	—	HELD
127	MUB	ISHARES TR	—	—	—	—	$379K	0.04%	—	HELD
128	CAT	CATERPILLAR INC	—	—	—	—	$374K	0.03%	—	HELD
129	ETR	ENTERGY CORP NEW	—	—	—	—	$363K	0.03%	—	HELD
130	EFA	ISHARES TR	—	—	—	—	$357K	0.03%	—	HELD
131	DIS	DISNEY WALT CO	—	—	—	—	$354K	0.03%	—	HELD
132	DTM	DT MIDSTREAM INC	—	—	—	—	$351K	0.03%	—	HELD
133	ROK	ROCKWELL AUTOMATION INC	—	—	—	—	$350K	0.03%	—	HELD
134	NFLX	NETFLIX INC.	—	—	—	—	$346K	0.03%	—	HELD
135	EW	EDWARDS LIFESCIENCES CORP	—	—	—	—	$345K	0.03%	—	HELD
136	MDLZ	MONDELEZ INTL INC	—	—	—	—	$343K	0.03%	—	HELD
137	QMAR	FIRST TR EXCHNG TRADED FD VI	—	—	—	—	$335K	0.03%	—	HELD
138	PFE	PFIZER INC	—	—	—	—	$326K	0.03%	—	HELD
139	VYM	VANGUARD WHITEHALL FDS	—	—	—	—	$312K	0.03%	—	HELD
140	MFC	MANULIFE FINL CORP	—	—	—	—	$303K	0.03%	—	HELD
141	GIS	GENERAL MILLS INC	—	—	—	—	$296K	0.03%	—	HELD
142	SLYV	SPDR SERIES TRUST	—	—	—	—	$292K	0.03%	—	HELD
143	HSIC	SCHEIN HENRY INC	—	—	—	—	$284K	0.03%	—	HELD
144	TIP	ISHARES TR	—	—	—	—	$282K	0.03%	—	HELD
145	AJG	GALLAGHER ARTHUR J & CO	—	—	—	—	$281K	0.03%	—	HELD
146	LMT	LOCKHEED MARTIN CORP	—	—	—	—	$281K	0.03%	—	HELD
147	ITOT	ISHARES TR	—	—	—	—	$278K	0.03%	—	HELD
148	FANG	DIAMONDBACK ENERGY INC	—	—	—	—	$273K	0.03%	—	HELD
149	APH	AMPHENOL CORP	—	—	—	—	$271K	0.03%	—	HELD
150	GLD	SPDR GOLD TR	—	—	—	—	$266K	0.02%	—	HELD
151	IWO	ISHARES TR	—	—	—	—	$266K	0.02%	—	HELD
152	IWF	ISHARES TR	—	—	—	—	$266K	0.02%	—	HELD
153	COST	COSTCO WHOLESALE CORPORATION	—	—	—	—	$264K	0.02%	—	HELD
154	UBER	UBER TECHNOLOGIES INC	—	—	—	—	$259K	0.02%	—	HELD
155	DXCM	DEXCOM INC	—	—	—	—	$258K	0.02%	—	HELD
156	UNH	UNITEDHEALTH GROUP INC	—	—	—	—	$252K	0.02%	—	HELD
157	SCI	SERVICE CORP INTL	—	—	—	—	$245K	0.02%	—	HELD
158	AOR	ISHARES TR	—	—	—	—	$244K	0.02%	—	HELD
159	SDY	SPDR SERIES TRUST	—	—	—	—	$244K	0.02%	—	HELD
160	T	AT&T INC	—	—	—	—	$243K	0.02%	—	HELD
161	CMG	CHIPOTLE MEXICAN GRILL INC	—	—	—	—	$243K	0.02%	—	HELD
162	BAC	BANK OF AMER CORP	—	—	—	—	$240K	0.02%	—	HELD
163	IYR	ISHARES TR	—	—	—	—	$234K	0.02%	—	HELD
164	UPS	UNITED PARCEL SVCS INC	—	—	—	—	$232K	0.02%	—	HELD
165	EEM	ISHARES TR	—	—	—	—	$225K	0.02%	—	HELD
166	LCNB	LCNB CORP	—	—	—	—	$223K	0.02%	—	HELD
167	LULU	LULULEMON ATHLETICA INC	—	—	—	—	$220K	0.02%	—	HELD
168	PSA	PUBLIC STORAGE	—	—	—	—	$218K	0.02%	—	HELD
169	SWK	STANLEY BLACK & DECKER INC	—	—	—	—	$217K	0.02%	—	HELD
170	AON	AON PLC	—	—	—	—	$217K	0.02%	—	HELD
171	WMT2	WELLS FARGO & CO	—	—	—	—	$211K	0.02%	—	HELD
172	ORCL	ORACLE CORP	—	—	—	—	$209K	0.02%	—	HELD
173	IQV	IQVIA HLDGS INC	—	—	—	—	$191K	0.02%	—	HELD
174	FRDM	EA SERIES TRUST	—	—	—	—	$190K	0.02%	—	HELD
175	RDDT	REDDIT INC	—	—	—	—	$189K	0.02%	—	HELD
176	HWM	HOWMET AEROSPACE INC	—	—	—	—	$188K	0.02%	—	HELD
177	DIA	STATE STR SPDR DOW JONES IND	—	—	—	—	$186K	0.02%	—	HELD
178	NUE	NUCOR CORP	—	—	—	—	$183K	0.02%	—	HELD
179	ISRG	INTUITIVE SURGICAL INC	—	—	—	—	$182K	0.02%	—	HELD
180	DUK	DUKE ENERGY CORP NEW	—	—	—	—	$182K	0.02%	—	HELD
181	JBL	JABIL INC	—	—	—	—	$181K	0.02%	—	HELD
182	VNQ	VANGUARD INDEX FDS	—	—	—	—	$180K	0.02%	—	HELD
183	BA	BOEING CO	—	—	—	—	$179K	0.02%	—	HELD
184	CEG	CONSTELLATION ENERGY CORP	—	—	—	—	$179K	0.02%	—	HELD
185	INTC	INTEL CORP	—	—	—	—	$174K	0.02%	—	HELD
186	ZTS	ZOETIS INC	—	—	—	—	$170K	0.02%	—	HELD
187	HAL	HALLIBURTON CO	—	—	—	—	$168K	0.02%	—	HELD
188	NEM	NEWMONT CORP	—	—	—	—	$168K	0.02%	—	HELD
189	USB	US BANCORP	—	—	—	—	$166K	0.02%	—	HELD
190	BBY	BEST BUY INC	—	—	—	—	$164K	0.02%	—	HELD
191	IVW	ISHARES TR	—	—	—	—	$163K	0.02%	—	HELD
192	IWY	ISHARES TR	—	—	—	—	$162K	0.02%	—	HELD
193	DELL	DELL TECHNOLOGIES INC	—	—	—	—	$161K	0.02%	—	HELD
194	VEU	VANGUARD INTL EQUITY INDEX F	—	—	—	—	$160K	0.01%	—	HELD
195	COHR	COHERENT CORP	—	—	—	—	$158K	0.01%	—	HELD
196	FIS	FIDELITY NATL INFORMATION SV	—	—	—	—	$155K	0.01%	—	HELD
197	MA	MASTERCARD INCORPORATED	—	—	—	—	$154K	0.01%	—	HELD
198	VFQY	VANGUARD WELLINGTON FD	—	—	—	—	$153K	0.01%	—	HELD
199	VPU	VANGUARD WORLD FD	—	—	—	—	$153K	0.01%	—	HELD
200	CDNS	CADENCE DESIGN SYSTEM INC	—	—	—	—	$149K	0.01%	—	HELD
201	NVO	NOVO-NORDISK A S	—	—	—	—	$148K	0.01%	—	HELD
202	VOE	VANGUARD INDEX FDS	—	—	—	—	$145K	0.01%	—	HELD
203	FEOE	RBB FUND TRUST	—	—	—	—	$142K	0.01%	—	HELD
204	VT	VANGUARD INTL EQUITY INDEX F	—	—	—	—	$140K	0.01%	—	HELD
205	SO	SOUTHERN CO	—	—	—	—	$140K	0.01%	—	HELD
206	CVS	CVS HEALTH CORP	—	—	—	—	$139K	0.01%	—	HELD
207	STT	STATE STR CORP	—	—	—	—	$136K	0.01%	—	HELD
208	ELV	ELEVANCE HEALTH INC FORMERLY	—	—	—	—	$135K	0.01%	—	HELD
209	PRFZ	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$135K	0.01%	—	HELD
210	CRWD	CROWDSTRIKE HLDGS INC	—	—	—	—	$134K	0.01%	—	HELD
211	OGE	OGE ENERGY CORP	—	—	—	—	$133K	0.01%	—	HELD
212	IEF	ISHARES TR	—	—	—	—	$131K	0.01%	—	HELD
213	ICOP	ISHARES TR	—	—	—	—	$130K	0.01%	—	HELD
214	AFL	AFLAC INC	—	—	—	—	$127K	0.01%	—	HELD
215	CGDV	CAPITAL GROUP DIVIDEND VALUE	—	—	—	—	$127K	0.01%	—	HELD
216	TSM	TAIWAN SEMICONDUCTOR MANUFAC	—	—	—	—	$127K	0.01%	—	HELD
217	DFAS	DIMENSIONAL ETF TRUST	—	—	—	—	$125K	0.01%	—	HELD
218	PH	PARKER-HANNIFIN CORP	—	—	—	—	$124K	0.01%	—	HELD
219	LSTR	LANDSTAR SYS INC	—	—	—	—	$124K	0.01%	—	HELD
220	NSC	NORFOLK SOUTHN CORP	—	—	—	—	$124K	0.01%	—	HELD
221	CLS	CELESTICA INC	—	—	—	—	$123K	0.01%	—	HELD
222	MCO	MOODYS CORP	—	—	—	—	$120K	0.01%	—	HELD
223	CVSA	COVISTA INC	—	—	—	—	$117K	0.01%	—	HELD
224	SNPS	SYNOPSYS INC	—	—	—	—	$115K	0.01%	—	HELD
225	UNM	UNUM GROUP	—	—	—	—	$115K	0.01%	—	HELD
226	DJT	TRUMP MEDIA & TECHNOLOGY GRO	—	—	—	—	$115K	0.01%	—	HELD
227	CLIP	GLOBAL X FDS	—	—	—	—	$113K	0.01%	—	HELD
228	CARR	CARRIER GLOBAL CORPORATION	—	—	—	—	$111K	0.01%	—	HELD
229	IEMG	ISHARES INC	—	—	—	—	$108K	0.01%	—	HELD
230	NXST	NEXSTAR MEDIA GROUP INC	—	—	—	—	$108K	0.01%	—	HELD
231	IDXX	IDEXX LABS INC	—	—	—	—	$108K	0.01%	—	HELD
232	ES	EVERSOURCE ENERGY	—	—	—	—	$108K	0.01%	—	HELD
233	PPG	PPG INDS INC	—	—	—	—	$105K	0.01%	—	HELD
234	CACI	CACI INTL INC	—	—	—	—	$104K	0.01%	—	HELD
235	MDT	MEDTRONIC PLC	—	—	—	—	$103K	0.01%	—	HELD
236	CTVA	CORTEVA INC	—	—	—	—	$103K	0.01%	—	HELD
237	RGEN	REPLIGEN CORP	—	—	—	—	$103K	0.01%	—	HELD
238	DCH	DAUCH CORP	—	—	—	—	$103K	0.01%	—	HELD
239	ESS	ESSEX PPTY TR INC	—	—	—	—	$102K	0.01%	—	HELD
240	PANW	PALO ALTO NETWORKS INC	—	—	—	—	$100K	0.01%	—	HELD
241	AZN	ASTRAZENECA PLC	—	—	—	—	$100K	0.01%	—	HELD
242	CMCSA	COMCAST CORP NEW	—	—	—	—	$98K	0.01%	—	HELD
243	IJJ	ISHARES TR	—	—	—	—	$98K	0.01%	—	HELD
244	BMY	BRISTOL-MYERS SQUIBB CO	—	—	—	—	$96K	0.01%	—	HELD
245	ESGU	ISHARES TR	—	—	—	—	$96K	0.01%	—	HELD
246	QBTS	D-WAVE QUANTUM INC	—	—	—	—	$95K	0.01%	—	HELD
247	JMEE	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$95K	0.01%	—	HELD
248	WTAI	WISDOMTREE TR	—	—	—	—	$95K	0.01%	—	HELD
249	SCHW	SCHWAB CHARLES CORP	—	—	—	—	$94K	0.01%	—	HELD
250	EPD	ENTERPRISE PRODS PARTNERS L	—	—	—	—	$93K	0.01%	—	HELD
251	HYD	VANECK ETF TRUST	—	—	—	—	$93K	0.01%	—	HELD
252	DTD	WISDOMTREE TR	—	—	—	—	$92K	0.01%	—	HELD
253	DFAT	DIMENSIONAL ETF TRUST	—	—	—	—	$91K	0.01%	—	HELD
254	PPL	PPL CORP	—	—	—	—	$91K	0.01%	—	HELD
255	SPCX	SPACE EXPLORATION TECHN CORP	—	—	—	—	$91K	0.01%	—	HELD
256	RGTI	RIGETTI COMPUTING INC	—	—	—	—	$89K	0.01%	—	HELD
257	APLD	APPLIED DIGITAL CORP	—	—	—	—	$89K	0.01%	—	HELD
258	YUMC	YUM CHINA HLDGS INC	—	—	—	—	$88K	0.01%	—	HELD
259	HRB	BLOCK H & R INC	—	—	—	—	$88K	0.01%	—	HELD
260	PRCT	PROCEPT BIOROBOTICS CORP	—	—	—	—	$84K	0.01%	—	HELD
261	ARQQ	ARQIT QUANTUM INC	—	—	—	—	$84K	0.01%	—	HELD
262	SCHD	SCHWAB STRATEGIC TR	—	—	—	—	$82K	0.01%	—	HELD
263	QCOM	QUALCOMM INC	—	—	—	—	$82K	0.01%	—	HELD
264	SGOL	ETFS GOLD TR	—	—	—	—	$80K	0.01%	—	HELD
265	CPA	COPA HOLDINGS SA	—	—	—	—	$80K	0.01%	—	HELD
266	ONDS	ONDAS INC	—	—	—	—	$79K	0.01%	—	HELD
267	CRWV	COREWEAVE INC	—	—	—	—	$79K	0.01%	—	HELD
268	STX	SEAGATE TECHNOLOGY HLDNGS PL	—	—	—	—	$77K	0.01%	—	HELD
269	BE	BLOOM ENERGY CORP	—	—	—	—	$76K	0.01%	—	HELD
270	TGT	TARGET CORP	—	—	—	—	$76K	0.01%	—	HELD
271	PLPC	PREFORMED LINE PRODS CO	—	—	—	—	$76K	0.01%	—	HELD
272	BX	BLACKSTONE INC	—	—	—	—	$75K	0.01%	—	HELD
273	FE	FIRSTENERGY CORP	—	—	—	—	$74K	0.01%	—	HELD
274	COIN	COINBASE GLOBAL INC	—	—	—	—	$74K	0.01%	—	HELD
275	BILI	BILIBILI INC	—	—	—	—	$74K	0.01%	—	HELD
276	INTU	INTUIT	—	—	—	—	$74K	0.01%	—	HELD
277	MAR	MARRIOTT INTL INC NEW	—	—	—	—	$74K	0.01%	—	HELD
278	VG	VENTURE GLOBAL INC	—	—	—	—	$72K	0.01%	—	HELD
279	MP	MP MATERIALS CORP	—	—	—	—	$71K	0.01%	—	HELD
280	XYZ	BLOCK INC	—	—	—	—	$70K	0.01%	—	HELD
281	Q	QNITY ELECTRONICS INC	—	—	—	—	$69K	0.01%	—	HELD
282	TRMK	TRUSTMARK CORP	—	—	—	—	$69K	0.01%	—	HELD
283	DD	DUPONT DE NEMOURS INC	—	—	—	—	$69K	0.01%	—	HELD
284	NVR	NVR INC	—	—	—	—	$68K	0.01%	—	HELD
285	FVD	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$67K	0.01%	—	HELD
286	USAR	USA RARE EARTH INC	—	—	—	—	$67K	0.01%	—	HELD
287	LVS	LAS VEGAS SANDS CORP	—	—	—	—	$67K	0.01%	—	HELD
288	MET	METLIFE INC	—	—	—	—	$66K	0.01%	—	HELD
289	XAR	SPDR SERIES TRUST	—	—	—	—	$65K	0.01%	—	HELD
290	IAU	ISHARES GOLD TR	—	—	—	—	$64K	0.01%	—	HELD
291	DASH	DOORDASH INC	—	—	—	—	$64K	0.01%	—	HELD
292	GL	GLOBE LIFE INC	—	—	—	—	$63K	0.01%	—	HELD
293	AMP	AMERIPRISE FINL INC	—	—	—	—	$63K	0.01%	—	HELD
294	KR	KROGER CO	—	—	—	—	$63K	0.01%	—	HELD
295	NU	NU HLDGS LTD	—	—	—	—	$61K	0.01%	—	HELD
296	RSP	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$61K	0.01%	—	HELD
297	LHX	L3HARRIS TECHNOLOGIES INC	—	—	—	—	$60K	0.01%	—	HELD
298	COP	CONOCOPHILLIPS	—	—	—	—	$60K	0.01%	—	HELD
299	IONQ	IONQ INC	—	—	—	—	$60K	0.01%	—	HELD
300	IWV	ISHARES TR	—	—	—	—	$59K	0.01%	—	HELD
301	ESGD	ISHARES TR	—	—	—	—	$56K	0.01%	—	HELD
302	GLW	CORNING INC	—	—	—	—	$56K	0.01%	—	HELD
303	FITB	FIFTH THIRD BANCORP	—	—	—	—	$56K	0.01%	—	HELD
304	IOO	ISHARES TR	—	—	—	—	$55K	0.01%	—	HELD
305	XNDU	XANADU QUANTUM TECHNOLO LTD	—	—	—	—	$55K	0.01%	—	HELD
306	CCL	CARNIVAL CORP LTD	—	—	—	—	$55K	0.01%	—	HELD
307	OTIS	OTIS WORLDWIDE CORP	—	—	—	—	$54K	0.01%	—	HELD
308	VCR	VANGUARD WORLD FD	—	—	—	—	$54K	0.01%	—	HELD
309	SPHQ	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$54K	0.01%	—	HELD
310	MGC	VANGUARD WORLD FD	—	—	—	—	$53K	0.00%	—	HELD
311	CHEF	CHEFS WHSE INC	—	—	—	—	$53K	0.00%	—	HELD
312	CBU	COMMUNITY FINANCIAL SYSTEM I	—	—	—	—	$52K	0.00%	—	HELD
313	TPR	TAPESTRY INC	—	—	—	—	$52K	0.00%	—	HELD
314	SOLV	SOLVENTUM CORP	—	—	—	—	$52K	0.00%	—	HELD
315	JPRE	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$51K	0.00%	—	HELD
316	RVT	ROYCE SMALL CAP TRUST INC	—	—	—	—	$51K	0.00%	—	HELD
317	AFG	AMERICAN FINANCIAL GROUP INC	—	—	—	—	$51K	0.00%	—	HELD
318	GNTX	GENTEX CORP	—	—	—	—	$51K	0.00%	—	HELD
319	ED	CONSOLIDATED EDISON INC	—	—	—	—	$50K	0.00%	—	HELD
320	HON	HONEYWELL INTL INC	—	—	—	—	$50K	0.00%	—	HELD
321	NET	CLOUDFLARE INC	—	—	—	—	$49K	0.00%	—	HELD
322	WDFC	WD 40 CO	—	—	—	—	$49K	0.00%	—	HELD
323	ADM	ARCHER DANIELS MIDLAND CO	—	—	—	—	$48K	0.00%	—	HELD
324	DE	DEERE & CO	—	—	—	—	$48K	0.00%	—	HELD
325	ASTS	AST SPACEMOBILE INC	—	—	—	—	$48K	0.00%	—	HELD
326	CI	THE CIGNA GROUP	—	—	—	—	$47K	0.00%	—	HELD
327	BND	VANGUARD BD INDEX FDS	—	—	—	—	$46K	0.00%	—	HELD
328	ADP	AUTOMATIC DATA PROCESSING IN	—	—	—	—	$46K	0.00%	—	HELD
329	WBD	WARNER BROS DISCOVERY INC	—	—	—	—	$46K	0.00%	—	HELD
330	ALTG	ALTA EQUIPMENT GROUP INC	—	—	—	—	$46K	0.00%	—	HELD
331	INVH	INVITATION HOMES INC	—	—	—	—	$45K	0.00%	—	HELD
332	L	LOEWS CORP	—	—	—	—	$45K	0.00%	—	HELD
333	KMX	CARMAX INC	—	—	—	—	$45K	0.00%	—	HELD
334	BP	BP PLC	—	—	—	—	$45K	0.00%	—	HELD
335	FBK	FB FINL CORP	—	—	—	—	$44K	0.00%	—	HELD
336	APO	APOLLO GLOBAL MGMT INC	—	—	—	—	$44K	0.00%	—	HELD
337	D	DOMINION ENERGY INC	—	—	—	—	$44K	0.00%	—	HELD
338	FBT	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$43K	0.00%	—	HELD
339	XLV	SELECT SECTOR SPDR TR	—	—	—	—	$43K	0.00%	—	HELD
340	IBIT	ISHARES BITCOIN TRUST ETF	—	—	—	—	$43K	0.00%	—	HELD
341	KEYS	KEYSIGHT TECHNOLOGIES INC	—	—	—	—	$43K	0.00%	—	HELD
342	CCJ	CAMECO CORP	—	—	—	—	$43K	0.00%	—	HELD
343	IWD	ISHARES TR	—	—	—	—	$43K	0.00%	—	HELD
344	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$43K	0.00%	—	HELD
345	DVN	DEVON ENERGY CORP NEW	—	—	—	—	$43K	0.00%	—	HELD
346	MAS	MASCO CORP	—	—	—	—	$42K	0.00%	—	HELD
347	DOW	DOW HLDGS INC	—	—	—	—	$42K	0.00%	—	HELD
348	ASAN	ASANA INC	—	—	—	—	$42K	0.00%	—	HELD
349	OWL	BLUE OWL CAPITAL INC	—	—	—	—	$42K	0.00%	—	HELD
350	TMUS	T-MOBILE US INC	—	—	—	—	$42K	0.00%	—	HELD
351	BHP	BHP BILLITON LIMITED	—	—	—	—	$42K	0.00%	—	HELD
352	VRT	VERTIV HOLDINGS CO	—	—	—	—	$42K	0.00%	—	HELD
353	PYPL	PAYPAL HLDGS INC	—	—	—	—	$41K	0.00%	—	HELD
354	SCHF	SCHWAB STRATEGIC TR	—	—	—	—	$40K	0.00%	—	HELD
355	ICE	INTERCONTINENTAL EXCHANGE IN	—	—	—	—	$40K	0.00%	—	HELD
356	BB	BLACKBERRY LTD	—	—	—	—	$40K	0.00%	—	HELD
357	IYF	ISHARES TR	—	—	—	—	$40K	0.00%	—	HELD
358	WEC	WEC ENERGY GROUP INC	—	—	—	—	$39K	0.00%	—	HELD
359	XLF	SELECT SECTOR SPDR TR	—	—	—	—	$39K	0.00%	—	HELD
360	PEG	PUBLIC SVC ENTERPRISE GROUP	—	—	—	—	$38K	0.00%	—	HELD
361	ENB	ENBRIDGE INC	—	—	—	—	$38K	0.00%	—	HELD
362	KF	KOREA FD INC	—	—	—	—	$38K	0.00%	—	HELD
363	SMH	VANECK ETF TRUST	—	—	—	—	$37K	0.00%	—	HELD
364	ETX	EATON VANCE MUN INCOME TERM	—	—	—	—	$36K	0.00%	—	HELD
365	FJUL	FIRST TR EXCHNG TRADED FD VI	—	—	—	—	$36K	0.00%	—	HELD
366	HIG	HARTFORD INSURANCE GROUP INC	—	—	—	—	$35K	0.00%	—	HELD
367	EOT	EATON VANCE NATL MUN OPPORT	—	—	—	—	$35K	0.00%	—	HELD
368	BSV	VANGUARD BD INDEX FDS	—	—	—	—	$35K	0.00%	—	HELD
369	ACM	AECOM	—	—	—	—	$35K	0.00%	—	HELD
370	CSX	CSX CORP	—	—	—	—	$34K	0.00%	—	HELD
371	URI	UNITED RENTALS INC	—	—	—	—	$34K	0.00%	—	HELD
372	INFQ	INFLEQTION INC	—	—	—	—	$34K	0.00%	—	HELD
373	PID	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$34K	0.00%	—	HELD
374	BOX	BOX INC	—	—	—	—	$33K	0.00%	—	HELD
375	ENR	ENERGIZER HLDGS INC	—	—	—	—	$33K	0.00%	—	HELD
376	NVS	NOVARTIS AG	—	—	—	—	$33K	0.00%	—	HELD
377	SPMD	SPDR SERIES TRUST	—	—	—	—	$32K	0.00%	—	HELD
378	SCHG	SCHWAB STRATEGIC TR	—	—	—	—	$32K	0.00%	—	HELD
379	XYL	XYLEM INC	—	—	—	—	$31K	0.00%	—	HELD
380	DON	WISDOMTREE TR	—	—	—	—	$31K	0.00%	—	HELD
381	CWB	SPDR SERIES TRUST	—	—	—	—	$31K	0.00%	—	HELD
382	EXC	EXELON CORP	—	—	—	—	$30K	0.00%	—	HELD
383	BWX	SPDR SERIES TRUST	—	—	—	—	$30K	0.00%	—	HELD
384	BLD	TOPBUILD COR	—	—	—	—	$30K	0.00%	—	HELD
385	VXF	VANGUARD INDEX FDS	—	—	—	—	$30K	0.00%	—	HELD
386	BNDX	VANGUARD CHARLOTTE FDS	—	—	—	—	$30K	0.00%	—	HELD
387	XGDVX	GABELLI DIVID & INCOME TR	—	—	—	—	$29K	0.00%	—	HELD
388	ETHW	BITWISE ETHEREUM ETF	—	—	—	—	$29K	0.00%	—	HELD
389	VLO	VALERO ENERGY CORP	—	—	—	—	$29K	0.00%	—	HELD
390	SPSM	SPDR SERIES TRUST	—	—	—	—	$29K	0.00%	—	HELD
391	IDEV	ISHARES TR	—	—	—	—	$29K	0.00%	—	HELD
392	PFG	PRINCIPAL FINANCIAL GROUP IN	—	—	—	—	$28K	0.00%	—	HELD
393	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$28K	0.00%	—	HELD
394	TXN	TEXAS INSTRS INC	—	—	—	—	$28K	0.00%	—	HELD
395	GD	GENERAL DYNAMICS CORP	—	—	—	—	$28K	0.00%	—	HELD
396	LUV	SOUTHWEST AIRLS CO	—	—	—	—	$27K	0.00%	—	HELD
397	VOT	VANGUARD INDEX FDS	—	—	—	—	$27K	0.00%	—	HELD
398	ROST	ROSS STORES INC	—	—	—	—	$27K	0.00%	—	HELD
399	SLV	ISHARES SILVER TR	—	—	—	—	$27K	0.00%	—	HELD
400	AWK	AMERICAN WTR WKS CO INC NEW	—	—	—	—	$26K	0.00%	—	HELD
401	NOW	SERVICENOW INC	—	—	—	—	$26K	0.00%	—	HELD
402	ITT	ITT INC	—	—	—	—	$26K	0.00%	—	HELD
403	SYF	SYNCHRONY FINANCIAL	—	—	—	—	$26K	0.00%	—	HELD
404	HONA	HONEYWELL AEROSPACE INC	—	—	—	—	$26K	0.00%	—	HELD
405	DFEB	FIRST TR EXCHNG TRADED FD VI	—	—	—	—	$25K	0.00%	—	HELD
406	DG	DOLLAR GEN CORP	—	—	—	—	$25K	0.00%	—	HELD
407	COR	CENCORA INC	—	—	—	—	$25K	0.00%	—	HELD
408	BLK	BLACKROCK INC	—	—	—	—	$24K	0.00%	—	HELD
409	CZWI	CITIZENS CMNTY BANCORP INC M	—	—	—	—	$23K	0.00%	—	HELD
410	FHLC	FIDELITY COVINGTON TRUST	—	—	—	—	$23K	0.00%	—	HELD
411	AXGN	AXOGEN INC	—	—	—	—	$23K	0.00%	—	HELD
412	RIVN	RIVIAN AUTOMOTIVE INC	—	—	—	—	$23K	0.00%	—	HELD
413	AHR	AMERICAN HEALTHCARE REIT INC	—	—	—	—	$23K	0.00%	—	HELD
414	AIG	AMERICAN INTL GROUP INC	—	—	—	—	$22K	0.00%	—	HELD
415	GM	GENERAL MTRS CO	—	—	—	—	$22K	0.00%	—	HELD
416	NKE	NIKE INC	—	—	—	—	$22K	0.00%	—	HELD
417	HPE	HEWLETT PACKARD ENTERPRISE C	—	—	—	—	$21K	0.00%	—	HELD
418	MNST	MONSTER BEVERAGE CORP NEW	—	—	—	—	$21K	0.00%	—	HELD
419	AEE	AMEREN CORP	—	—	—	—	$20K	0.00%	—	HELD
420	LOB	LIVE OAK BANCSHARES INC	—	—	—	—	$20K	0.00%	—	HELD
421	GDRX	GOODRX HLDGS INC	—	—	—	—	$20K	0.00%	—	HELD
422	AIZ	ASSURANT INC	—	—	—	—	$20K	0.00%	—	HELD
423	GEHC	GE HEALTHCARE TECHNOLOGIES I	—	—	—	—	$20K	0.00%	—	HELD
424	VCSH	VANGUARD SCOTTSDALE FDS	—	—	—	—	$20K	0.00%	—	HELD
425	RMAX	RE/MAX HLDGS INC	—	—	—	—	$20K	0.00%	—	HELD
426	NUV	NUVEEN MUN VALUE FD INC	—	—	—	—	$19K	0.00%	—	HELD
427	KMI	KINDER MORGAN INC DEL	—	—	—	—	$19K	0.00%	—	HELD
428	PRU	PRUDENTIAL FINL INC	—	—	—	—	$19K	0.00%	—	HELD
429	IWS	ISHARES TR	—	—	—	—	$19K	0.00%	—	HELD
430	C	CITIGROUP INC	—	—	—	—	$19K	0.00%	—	HELD
431	IRT	INDEPENDENCE RLTY TR INC	—	—	—	—	$19K	0.00%	—	HELD
432	HPQ	HP INC	—	—	—	—	$19K	0.00%	—	HELD
433	SHW	SHERWIN WILLIAMS CO	—	—	—	—	$19K	0.00%	—	HELD
434	BABA	ALIBABA GROUP HLDG LTD	—	—	—	—	$18K	0.00%	—	HELD
435	NGVT	INGEVITY CORP	—	—	—	—	$18K	0.00%	—	HELD
436	PSKY	PARAMOUNT SKYDANCE CORP	—	—	—	—	$18K	0.00%	—	HELD
437	HGTY	HAGERTY INC	—	—	—	—	$18K	0.00%	—	HELD
438	VFH	VANGUARD WORLD FD	—	—	—	—	$18K	0.00%	—	HELD
439	BLOK	AMPLIFY ETF TR	—	—	—	—	$18K	0.00%	—	HELD
440	ZS	ZSCALER INC	—	—	—	—	$18K	0.00%	—	HELD
441	GDX	VANECK ETF TRUST	—	—	—	—	$17K	0.00%	—	HELD
442	AME	AMETEK INC	—	—	—	—	$17K	0.00%	—	HELD
443	SPG	SIMON PPTY GROUP INC NEW	—	—	—	—	$17K	0.00%	—	HELD
444	TM	TOYOTA MOTOR CORP	—	—	—	—	$17K	0.00%	—	HELD
445	ACHR	ARCHER AVIATION INC	—	—	—	—	$17K	0.00%	—	HELD
446	SOFI	SOFI TECHNOLOGIES INC	—	—	—	—	$17K	0.00%	—	HELD
447	FBIN	FORTUNE BRANDS INNOVATIONS I	—	—	—	—	$16K	0.00%	—	HELD
448	MBWM	MERCANTILE BK CORP	—	—	—	—	$16K	0.00%	—	HELD
449	ICSH	ISHARES TR	—	—	—	—	$16K	0.00%	—	HELD
450	TTE	TOTALENERGIES SE	—	—	—	—	$16K	0.00%	—	HELD
451	LNG	CHENIERE ENERGY INC	—	—	—	—	$16K	0.00%	—	HELD
452	HSBC	HSBC HLDGS PLC	—	—	—	—	$16K	0.00%	—	HELD
453	NFG	NATIONAL FUEL GAS CO	—	—	—	—	$15K	0.00%	—	HELD
454	EUAD	SPINNAKER ETF SERIES	—	—	—	—	$15K	0.00%	—	HELD
455	TRV	TRAVELERS COMPANIES INC	—	—	—	—	$15K	0.00%	—	HELD
456	RUN	SUNRUN INC	—	—	—	—	$15K	0.00%	—	HELD
457	MRNA	MODERNA INC	—	—	—	—	$15K	0.00%	—	HELD
458	CHI	CALAMOS CONV OPPORTUNITIES &	—	—	—	—	$15K	0.00%	—	HELD
459	KNX	KNIGHT-SWIFT TRANSN HLDGS IN	—	—	—	—	$15K	0.00%	—	HELD
460	GILD	GILEAD SCIENCES INC	—	—	—	—	$15K	0.00%	—	HELD
461	MGY	MAGNOLIA OIL & GAS CORP	—	—	—	—	$14K	0.00%	—	HELD
462	DNP	DNP SELECT INCOME FD INC	—	—	—	—	$14K	0.00%	—	HELD
463	JOBY	JOBY AVIATION INC	—	—	—	—	$14K	0.00%	—	HELD
464	LQD	ISHARES TR	—	—	—	—	$14K	0.00%	—	HELD
465	VWOB	VANGUARD WHITEHALL FDS	—	—	—	—	$14K	0.00%	—	HELD
466	PHO	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$14K	0.00%	—	HELD
467	EFG	ISHARES TR	—	—	—	—	$14K	0.00%	—	HELD
468	PNC	PNC FINL SVCS GROUP INC	—	—	—	—	$14K	0.00%	—	HELD
469	STE	STERIS PLC	—	—	—	—	$13K	0.00%	—	HELD
470	P	EVERPURE INC	—	—	—	—	$13K	0.00%	—	HELD
471	SBUX	STARBUCKS CORP	—	—	—	—	$13K	0.00%	—	HELD
472	STWD	STARWOOD PPTY TR INC	—	—	—	—	$13K	0.00%	—	HELD
473	NGL	NGL ENERGY PARTNERS LP	—	—	—	—	$13K	0.00%	—	HELD
474	GDLC	GRAYSCALE COINDESK CRYPTO	—	—	—	—	$13K	0.00%	—	HELD
475	ADMA	ADMA BIOLOGICS INC	—	—	—	—	$13K	0.00%	—	HELD
476	LIT	GLOBAL X FDS	—	—	—	—	$12K	0.00%	—	HELD
477	UA	UNDER ARMOUR INC	—	—	—	—	$12K	0.00%	—	HELD
478	KMB	KIMBERLY-CLARK CORP	—	—	—	—	$12K	0.00%	—	HELD
479	EA	ELECTRONIC ARTS INC	—	—	—	—	$12K	0.00%	—	HELD
480	ESML	ISHARES TR	—	—	—	—	$12K	0.00%	—	HELD
481	SCHO	SCHWAB STRATEGIC TR	—	—	—	—	$12K	0.00%	—	HELD
482	TEL	TE CONNECTIVITY PLC	—	—	—	—	$12K	0.00%	—	HELD
483	CHPT	CHARGEPOINT HOLDINGS INC	—	—	—	—	$12K	0.00%	—	HELD
484	VONG	VANGUARD SCOTTSDALE FDS	—	—	—	—	$12K	0.00%	—	HELD
485	CCI	CROWN CASTLE INC	—	—	—	—	$12K	0.00%	—	HELD
486	CCLD	CARECLOUD INC	—	—	—	—	$11K	0.00%	—	HELD
487	SJM	SMUCKER J M CO	—	—	—	—	$11K	0.00%	—	HELD
488	XLC	SELECT SECTOR SPDR TR	—	—	—	—	$11K	0.00%	—	HELD
489	BBJP	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$11K	0.00%	—	HELD
490	VCIT	VANGUARD SCOTTSDALE FDS	—	—	—	—	$11K	0.00%	—	HELD
491	ESGE	ISHARES INC	—	—	—	—	$11K	0.00%	—	HELD
492	IBN	ICICI BANK LIMITED	—	—	—	—	$11K	0.00%	—	HELD
493	REYN	REYNOLDS CONSUMER PRODS INC	—	—	—	—	$11K	0.00%	—	HELD
494	USMV	ISHARES TR	—	—	—	—	$11K	0.00%	—	HELD
495	SPOT	SPOTIFY TECHNOLOGY S A	—	—	—	—	$10K	0.00%	—	HELD
496	OKTA	OKTA INC	—	—	—	—	$10K	0.00%	—	HELD
497	NIO	NIO INC	—	—	—	—	$10K	0.00%	—	HELD
498	EXPE	EXPEDIA GROUP INC	—	—	—	—	$10K	0.00%	—	HELD
499	DOCS	DOXIMITY INC	—	—	—	—	$10K	0.00%	—	HELD
500	ILMN	ILLUMINA INC	—	—	—	—	$10K	0.00%	—	HELD

Source: SEC EDGAR · accession 0001803557-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.