| ABBOTT LABS | COM | $2.3M | 1.0%Prev: 0.9% | 17,270 SH | Increased-84 SH |
| ABBVIE INC | COM | $102K | 0.0%Prev: 0.0% | 547 SH | Increased |
| ADOBE INC | COM | $41K | 0.0%Prev: 0.0% | 105 SH | Decreased |
| AFLAC INC | COM | $74K | 0.0%Prev: 0.0% | 699 SH | Increased+13 SH |
| AIR PRODS & CHEMS INC | COM | $100K | 0.0%Prev: 0.0% | 356 SH | Increased |
| AIRBNB INC | COM CL A | $4K | 0.0%Prev: 0.0% | 33 SH | Decreased |
| ALCON AG | ORD SHS | $140K | 0.1%Prev: 0.1% | 1,582 SH | Decreased |
| ALNYLAM PHARMACEUTICALS INC | COM | $11K | 0.0% | 35 SH | New |
| ALPHABET INC | CAP STK CL A | $235K | 0.1%Prev: 0.1% | 1,332 SH | Decreased-84 SH |
| ALPHABET INC | CAP STK CL C | $457K | 0.2%Prev: 0.3% | 2,579 SH | Decreased-18 SH |
| ALPS ETF TR | ALERIAN MLP | $103K | 0.0% | 2,100 SH | New |
| ALTRIA GROUP INC | COM | $228K | 0.1%Prev: 0.1% | 3,885 SH | Increased+266 SH |
| AMAZON COM INC | COM | $462K | 0.2%Prev: 0.2% | 2,108 SH | Increased+235 SH |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $9.0M | 4.0%Prev: 3.5% | 82,416 SH | Increased+5,649 SH |
| AMERICAN ELEC PWR CO INC | COM | $4K | 0.0%Prev: 0.0% | 35 SH | Increased+1 SH |
| AMERICAN TOWER CORP NEW | COM | $42K | 0.0%Prev: 0.0% | 190 SH | Increased |
| AMGEN INC | COM | $1.1M | 0.5%Prev: 0.6% | 3,800 SH | Decreased+92 SH |
| AMICUS THERAPEUTICS INC | COM | $6K | 0.0%Prev: 0.0% | 1,000 SH | Decreased-500 SH |
| APOLLO GLOBAL MGMT INC | COM | $14K | 0.0%Prev: 0.0% | 100 SH | Increased |
| APPLE INC | COM | $4.1M | 1.8%Prev: 2.3% | 19,909 SH | Decreased-894 SH |
| APPLIED MATLS INC | COM | $130K | 0.1%Prev: 0.1% | 711 SH | Decreased+7 SH |
| APREA THERAPEUTICS INC | COM NEW | $1K | 0.0%Prev: 0.0% | 806 SH | Decreased |
| ARCHER DANIELS MIDLAND CO | COM | $8K | 0.0%Prev: 0.0% | 154 SH | Decreased |
| ASTRAZENECA PLC | SPONSORED ADR | $103K | 0.0%Prev: 0.1% | 1,481 SH | Decreased+30 SH |
| AT&T INC | COM | $58K | 0.0%Prev: 0.0% | 2,002 SH | Decreased-1,439 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $2.7M | 1.2%Prev: 1.1% | 8,798 SH | Increased+21 SH |
| BANDWIDTH INC | COM CL A | $302 | 0.0%Prev: 0.0% | 19 SH | Decreased |
| BANK AMERICA CORP | COM | $168K | 0.1%Prev: 0.1% | 3,543 SH | Increased+56 SH |
| BECTON DICKINSON & CO | COM | $786K | 0.3%Prev: 0.6% | 4,564 SH | Decreased-12 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $257K | 0.1%Prev: 0.1% | 530 SH | Increased+56 SH |
| BOEING CO | COM | $61K | 0.0%Prev: 0.1% | 290 SH | Decreased-283 SH |
| BP PLC | SPONSORED ADR | $12K | 0.0%Prev: 0.0% | 400 SH | Decreased |
| BRC INC | COM CL A | $459 | 0.0%Prev: 0.0% | 350 SH | Decreased |
| BRISTOL-MYERS SQUIBB CO | COM | $73K | 0.0%Prev: 0.0% | 1,581 SH | Increased+421 SH |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | $98K | 0.0%Prev: 0.0% | 2,932 SH | Increased+65 SH |
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | $11K | 0.0% | 275 SH | New |
| BROOKFIELD RENEWABLE CORP | CL A EX SUB VTG | $16K | 0.0% | 491 SH | New |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | $52K | 0.0%Prev: 0.0% | 2,035 SH | Increased+48 SH |
| CALAMOS GLOBAL TOTAL RETURN | COM SH BEN INT | $23K | 0.0%Prev: 0.0% | 1,982 SH | Increased+153 SH |
| CAPITAL ONE FINL CORP | COM | $5K | 0.0% | 25 SH | New |
| CATERPILLAR INC | COM | $3.0M | 1.3%Prev: 1.4% | 7,721 SH | Increased-329 SH |
| CHARTER COMMUNICATIONS INC N | CL A | $10K | 0.0%Prev: 0.0% | 24 SH | Increased |
| CHEVRON CORP NEW | COM | $279K | 0.1%Prev: 0.2% | 1,946 SH | Decreased-75 SH |
| CHUBB LIMITED | COM | $80K | 0.0%Prev: 0.0% | 277 SH | Increased |
| CISCO SYS INC | COM | $435K | 0.2%Prev: 0.2% | 6,275 SH | Increased-140 SH |
| CITIGROUP INC | COM NEW | $10K | 0.0%Prev: 0.0% | 118 SH | Increased-30 SH |
| CLOROX CO DEL | COM | $732K | 0.3%Prev: 0.4% | 6,095 SH | Decreased+72 SH |
| CME GROUP INC | COM | $58K | 0.0%Prev: 0.0% | 210 SH | Increased+7 SH |
| COCA COLA CO | COM | $171K | 0.1%Prev: 0.1% | 2,411 SH | Increased |
| COHEN & STEERS LTD DURATION | COM | $36K | 0.0%Prev: 0.0% | 1,706 SH | Increased+73 SH |
| COMCAST CORP NEW | CL A | $4K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| COMPASS INC | CL A | $27K | 0.0%Prev: 0.0% | 4,300 SH | Increased |
| CONOCOPHILLIPS | COM | $72K | 0.0%Prev: 0.0% | 804 SH | Decreased-16 SH |
| CONSOLIDATED EDISON INC | COM | $22K | 0.0%Prev: 0.0% | 222 SH | Increased |
| CORNING INC | COM | $110K | 0.0%Prev: 0.0% | 2,095 SH | Increased+25 SH |
| CORTEVA INC | COM | $41K | 0.0%Prev: 0.0% | 548 SH | Increased+6 SH |
| CRONOS GROUP INC | COM | $630 | 0.0%Prev: 0.0% | 330 SH | Decreased |
| CROSSAMERICA PARTNERS LP | UT LTD PTN INT | $23K | 0.0%Prev: 0.0% | 1,081 SH | Increased+99 SH |
| CROWDSTRIKE HLDGS INC | CL A | $5K | 0.0%Prev: 0.0% | 10 SH | Increased |
| CROWN CASTLE INC | COM | $24K | 0.0%Prev: 0.0% | 230 SH | Increased |
| CSX CORP | COM | $99K | 0.0%Prev: 0.1% | 3,034 SH | Decreased |
| CVS HEALTH CORP | COM | $21K | 0.0%Prev: 0.0% | 310 SH | Decreased-318 SH |
| DEERE & CO | COM | $76K | 0.0%Prev: 0.0% | 149 SH | Increased-11 SH |
| DENISON MINES CORP | COM | $277 | 0.0%Prev: 0.0% | 152 SH | Decreased |
| DEVON ENERGY CORP NEW | COM | $11K | 0.0%Prev: 0.0% | 349 SH | Decreased-35 SH |
| DEXCOM INC | COM | $3K | 0.0%Prev: 0.0% | 32 SH | Decreased |
| DISNEY WALT CO | COM | $31K | 0.0%Prev: 0.0% | 252 SH | Increased-42 SH |
| DOCUSIGN INC | COM | $779 | 0.0%Prev: 0.0% | 10 SH | Increased |
| DOW INC | COM | $2K | 0.0% | 94 SH | New |
| DT MIDSTREAM INC | COMMON STOCK | $9K | 0.0%Prev: 0.0% | 82 SH | Increased |
| DTE ENERGY CO | COM | $22K | 0.0%Prev: 0.0% | 164 SH | Increased |
| EATON CORP PLC | SHS | $35K | 0.0%Prev: 0.0% | 98 SH | Increased-3 SH |
| ECOLAB INC | COM | $40K | 0.0%Prev: 0.0% | 150 SH | Increased |
| ELI LILLY & CO | COM | $149K | 0.1%Prev: 0.1% | 191 SH | Decreased+25 SH |
| EMERSON ELEC CO | COM | $2.0M | 0.9%Prev: 0.9% | 14,860 SH | Increased-36 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $429K | 0.2%Prev: 0.2% | 13,820 SH | Increased+2,596 SH |
| ESSEX PPTY TR INC | COM | $10K | 0.0%Prev: 0.0% | 37 SH | Increased |
| EVGO INC | CL A COM | $365 | 0.0%Prev: 0.0% | 100 SH | Increased |
| EXELIXIS INC | COM | $44K | 0.0%Prev: 0.0% | 1,000 SH | Increased |
| EXXON MOBIL CORP | COM | $801K | 0.4%Prev: 0.4% | 7,434 SH | Decreased+462 SH |
| FARMER BROS CO | COM | $3K | 0.0% | 2,000 SH | New |
| FEDEX CORP | COM | $841K | 0.4%Prev: 0.6% | 3,698 SH | Decreased-32 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $28K | 0.0% | 541 SH | New |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $10K | 0.0% | 125 SH | New |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $67K | 0.0%Prev: 0.0% | 250 SH | Increased |
| FIRSTENERGY CORP | COM | $4K | 0.0%Prev: 0.0% | 89 SH | Increased+3 SH |
| FIVERR INTL LTD | ORD SHS | $939 | 0.0%Prev: 0.0% | 32 SH | Increased |
| FORTIS INC | COM | $4K | 0.0%Prev: 0.0% | 77 SH | Increased |
| FRANKLIN UNVL TR | SH BEN INT | $78K | 0.0% | 10,269 SH | New |
| FREEPORT-MCMORAN INC | CL B | $1K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| FRESENIUS MEDICAL CARE AG | SPONSORED ADR | $14K | 0.0%Prev: 0.0% | 478 SH | Increased |
| GARMIN LTD | SHS | $23K | 0.0%Prev: 0.0% | 109 SH | Increased+1 SH |
| GENERAL DYNAMICS CORP | COM | $20K | 0.0%Prev: 0.0% | 70 SH | Increased |
| GILEAD SCIENCES INC | COM | $22K | 0.0%Prev: 0.0% | 200 SH | Increased |
| GLOBAL X FDS | US INFR DEV ETF | $11K | 0.0%Prev: 0.0% | 250 SH | Increased+125 SH |
| HERSHEY CO | COM | $41K | 0.0%Prev: 0.0% | 247 SH | Decreased-22 SH |
| HOME DEPOT INC | COM | $58K | 0.0%Prev: 0.0% | 159 SH | Increased+2 SH |
| HONEYWELL INTL INC | COM | $129K | 0.1%Prev: 0.1% | 553 SH | Increased+1 SH |
| HP INC | COM | $4K | 0.0%Prev: 0.0% | 182 SH | Decreased+4 SH |
| ILLINOIS TOOL WKS INC | COM | $60K | 0.0%Prev: 0.0% | 243 SH | Increased |
| IMMUNOME INC | COM | $22K | 0.0%Prev: 0.0% | 2,373 SH | Decreased |
| INTEL CORP | COM | $40K | 0.0%Prev: 0.0% | 1,805 SH | Decreased-977 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $786K | 0.3%Prev: 0.3% | 2,667 SH | Increased-284 SH |
| INTERPUBLIC GROUP COS INC | COM | $7K | 0.0%Prev: 0.0% | 280 SH | Decreased+14 SH |
| INTUITIVE SURGICAL INC | COM NEW | $11K | 0.0%Prev: 0.0% | 21 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARE 2034 | $1.3M | 0.6% | 54,198 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 31 MUN | $1.3M | 0.6%Prev: 0.6% | 62,646 SH | Increased+12,200 SH |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 32 MUN | $1.5M | 0.7%Prev: 0.6% | 60,474 SH | Increased+13,812 SH |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | $1.3M | 0.6%Prev: 0.6% | 53,751 SH | Increased+12,360 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | $1.4M | 0.6%Prev: 0.6% | 65,522 SH | Increased+13,299 SH |
| INVESCO QQQ TR | UNIT SER 1 | $91K | 0.0%Prev: 0.0% | 165 SH | Increased+31 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $9K | 0.0% | 140 SH | New |
| ISHARES INC | EM MKT SM-CP ETF | $19K | 0.0%Prev: 0.0% | 295 SH | Increased+8 SH |
| ISHARES TR | 3 7 YR TREAS BD | $6K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ISHARES TR | CORE HIGH DV ETF | $26K | 0.0% | 223 SH | New |
| ISHARES TR | CORE MSCI EAFE | $14K | 0.0%Prev: 0.0% | 164 SH | Increased+5 SH |
| ISHARES TR | CORE S&P TTL STK | $20K | 0.0%Prev: 0.0% | 151 SH | Increased+2 SH |
| ISHARES TR | EXPANDED TECH | $3K | 0.0% | 30 SH | New |
| ISHARES TR | IBOND DEC 2030 | $17K | 0.0%Prev: 0.0% | 848 SH | Increased+32 SH |
| ISHARES TR | IBONDS DEC 2030 | $13.3M | 5.8%Prev: 6.4% | 603,760 SH | Increased+30,111 SH |
| ISHARES TR | IBONDS DEC 2031 | $13.4M | 5.9%Prev: 6.5% | 638,727 SH | Increased+33,202 SH |
| ISHARES TR | IBONDS DEC 2032 | $12.7M | 5.6%Prev: 6.0% | 503,035 SH | Increased+37,566 SH |
| ISHARES TR | IBONDS DEC 2033 | $12.3M | 5.4%Prev: 5.9% | 474,707 SH | Increased+26,064 SH |
| ISHARES TR | IBONDS DEC 2034 | $13.0M | 5.7% | 496,549 SH | New |
| ISHARES TR | ISHARES BIOTECH | $70K | 0.0%Prev: 0.0% | 552 SH | Decreased |
| ISHARES TR | ISHS 5-10YR INVT | $7K | 0.0%Prev: 0.0% | 132 SH | Increased |
| ISHARES TR | MSCI AC ASIA ETF | $16K | 0.0%Prev: 0.0% | 196 SH | Increased+4 SH |
| ISHARES TR | MSCI CHINA ETF | $12K | 0.0%Prev: 0.0% | 224 SH | Increased+7 SH |
| ISHARES TR | MSCI INDIA SM CP | $23K | 0.0%Prev: 0.0% | 298 SH | Increased+19 SH |
| ISHARES TR | PFD AND INCM SEC | $5K | 0.0%Prev: 0.0% | 167 SH | Decreased |
| ISHARES TR | RUS 1000 ETF | $39K | 0.0%Prev: 0.0% | 114 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $223K | 0.1%Prev: 0.1% | 525 SH | Increased+1 SH |
| ISHARES TR | RUS 1000 VAL ETF | $32K | 0.0%Prev: 0.0% | 164 SH | Increased |
| ISHARES TR | RUS 2000 GRW ETF | $93K | 0.0%Prev: 0.0% | 325 SH | Increased+3 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.8M | 0.8%Prev: 0.9% | 11,715 SH | Increased+3 SH |
| ISHARES TR | RUS MD CP GR ETF | $16K | 0.0%Prev: 0.0% | 112 SH | Increased |
| ISHARES TR | RUS MDCP VAL ETF | $16K | 0.0%Prev: 0.0% | 119 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $14K | 0.0%Prev: 0.0% | 67 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $9K | 0.0%Prev: 0.0% | 26 SH | Increased |
| ISHARES TR | ULTRA SHORT DUR | $90 | 0.0% | 2 SH | New |
| ISHARES TR | US AER DEF ETF | $165K | 0.1%Prev: 0.1% | 874 SH | Increased+68 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $28K | 0.0%Prev: 0.0% | 605 SH | Increased+30 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $89K | 0.0%Prev: 0.0% | 1,797 SH | Increased+61 SH |
| JOHNSON & JOHNSON | COM | $1.8M | 0.8%Prev: 0.9% | 11,676 SH | Increased+188 SH |
| JPMORGAN CHASE & CO. | COM | $4.1M | 1.8%Prev: 1.5% | 14,240 SH | Increased-227 SH |
| KARYOPHARM THERAPEUTICS INC | COM NEW | $431 | 0.0% | 100 SH | New |
| KENVUE INC | COM | $5K | 0.0% | 255 SH | New |
| KINDER MORGAN INC DEL | COM | $233K | 0.1%Prev: 0.1% | 7,927 SH | Increased-2,732 SH |
| KRAFT HEINZ CO | COM | $2K | 0.0%Prev: 0.0% | 75 SH | Decreased-11 SH |
| KYNDRYL HLDGS INC | COMMON STOCK | $9K | 0.0%Prev: 0.0% | 210 SH | Increased |
| LEMONADE INC | COM | $3K | 0.0%Prev: 0.0% | 60 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $256K | 0.1%Prev: 0.1% | 553 SH | Increased+261 SH |
| LOWES COS INC | COM | $2.4M | 1.1%Prev: 1.3% | 10,827 SH | Increased-44 SH |
| MARRIOTT INTL INC NEW | CL A | $37K | 0.0%Prev: 0.0% | 137 SH | Increased+1 SH |
| MASTERCARD INCORPORATED | CL A | $291K | 0.1%Prev: 0.1% | 517 SH | Increased |
| MCDONALDS CORP | COM | $240K | 0.1%Prev: 0.1% | 821 SH | Increased+3 SH |
| MERCK & CO INC | COM | $1.1M | 0.5%Prev: 0.9% | 14,032 SH | Decreased+610 SH |
| META PLATFORMS INC | CL A | $431K | 0.2%Prev: 0.2% | 584 SH | Increased-24 SH |
| MICROSOFT CORP | COM | $5.6M | 2.4%Prev: 2.7% | 11,211 SH | Increased-98 SH |
| MICROSTRATEGY INC | CL A NEW | $647K | 0.3%Prev: 0.1% | 1,600 SH | Increased+1,400 SH |
| MODERNA INC | COM | $4K | 0.0%Prev: 0.0% | 127 SH | Decreased |
| MONDELEZ INTL INC | CL A | $42K | 0.0%Prev: 0.0% | 618 SH | Increased+109 SH |
| MOODYS CORP | COM | $100K | 0.0%Prev: 0.0% | 200 SH | Increased |
| NETFLIX INC | COM | $145K | 0.1%Prev: 0.0% | 108 SH | Increased |
| NEXTERA ENERGY INC | COM | $738K | 0.3%Prev: 0.4% | 10,636 SH | Decreased+96 SH |
| NISOURCE INC | COM | $5K | 0.0%Prev: 0.0% | 115 SH | Increased+3 SH |
| NORFOLK SOUTHN CORP | COM | $1.6M | 0.7%Prev: 0.7% | 6,063 SH | Increased-38 SH |
| NOVARTIS AG | SPONSORED ADR | $655K | 0.3%Prev: 0.3% | 5,410 SH | Increased |
| NUTRIEN LTD | COM | $11K | 0.0%Prev: 0.0% | 187 SH | Increased |
| NVIDIA CORPORATION | COM | $844K | 0.4%Prev: 0.4% | 5,341 SH | Increased-999 SH |
| OCCIDENTAL PETE CORP | COM | $43K | 0.0%Prev: 0.0% | 1,025 SH | Decreased+19 SH |
| ONEOK INC NEW | COM | $42K | 0.0%Prev: 0.0% | 514 SH | Increased+15 SH |
| OPPFI INC | COM CL A | $7K | 0.0% | 500 SH | New |
| ORACLE CORP | COM | $78K | 0.0%Prev: 0.0% | 355 SH | Increased+53 SH |
| ORASURE TECHNOLOGIES INC | COM | $375 | 0.0%Prev: 0.0% | 125 SH | Decreased |
| ORGANON & CO | COMMON STOCK | $2K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| ORIGIN MATERIALS INC | COM | $4K | 0.0%Prev: 0.0% | 8,950 SH | Decreased |
| ORIGIN MATERIALS INC | W EXP 06/25/202 | $38 | 0.0%Prev: 0.0% | 2,000 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $8K | 0.0%Prev: 0.0% | 60 SH | Increased+50 SH |
| PALO ALTO NETWORKS INC | COM | $41K | 0.0%Prev: 0.0% | 200 SH | Increased+100 SH |
| PEPSICO INC | COM | $913K | 0.4%Prev: 0.6% | 6,915 SH | Decreased-33 SH |
| PFIZER INC | COM | $208K | 0.1%Prev: 0.2% | 8,573 SH | Decreased-3,665 SH |
| PHILIP MORRIS INTL INC | COM | $108K | 0.0%Prev: 0.0% | 594 SH | Increased+157 SH |
| PINTEREST INC | CL A | $3K | 0.0%Prev: 0.0% | 80 SH | Decreased |
| PNC FINL SVCS GROUP INC | COM | $573K | 0.3%Prev: 0.2% | 3,072 SH | Increased+41 SH |
| PPL CORP | COM | $40K | 0.0%Prev: 0.0% | 1,178 SH | Increased+183 SH |
| PROCTER AND GAMBLE CO | COM | $1.8M | 0.8%Prev: 1.0% | 11,537 SH | Decreased+48 SH |
| PROGYNY INC | COM | $2K | 0.0% | 100 SH | New |
| PROLOGIS INC. | COM | $523K | 0.2%Prev: 0.3% | 4,975 SH | Decreased+172 SH |
| PRUDENTIAL FINL INC | COM | $29K | 0.0%Prev: 0.0% | 267 SH | Decreased |
| QUALCOMM INC | COM | $2.0M | 0.9%Prev: 1.3% | 12,266 SH | Decreased+226 SH |
| REALTY INCOME CORP | COM | $32K | 0.0%Prev: 0.0% | 558 SH | Increased+79 SH |
| RIVIAN AUTOMOTIVE INC | COM CL A | $7K | 0.0%Prev: 0.0% | 500 SH | Increased |
| RPM INTL INC | COM | $67K | 0.0%Prev: 0.0% | 609 SH | Increased |
| RTX CORPORATION | COM | $1.7M | 0.8%Prev: 0.6% | 11,813 SH | Increased-150 SH |
| RUMBLE INC | COM CL A | $207 | 0.0%Prev: 0.0% | 23 SH | Increased |
| SALESFORCE INC | COM | $85K | 0.0%Prev: 0.0% | 311 SH | Increased |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $279K | 0.1%Prev: 0.1% | 10,496 SH | Increased+5,599 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $115K | 0.1% | 4,336 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $117K | 0.1%Prev: 0.1% | 4,020 SH | Increased+3,020 SH |
| SEALED AIR CORP NEW | COM | $9K | 0.0%Prev: 0.0% | 278 SH | Decreased+6 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $4K | 0.0% | 75 SH | New |
| SERVICENOW INC | COM | $149K | 0.1%Prev: 0.1% | 145 SH | Increased |
| SHELL PLC | SPON ADS | $8K | 0.0%Prev: 0.0% | 107 SH | Increased+4 SH |
| SKILLZ INC | COM CL A | $48 | 0.0%Prev: 0.0% | 7 SH | Decreased |
| SOUTHERN CO | COM | $39K | 0.0%Prev: 0.0% | 423 SH | Increased+4 SH |
| SPDR GOLD TR | GOLD SHS | $63K | 0.0%Prev: 0.0% | 206 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $51K | 0.0%Prev: 0.0% | 83 SH | Increased+30 SH |
| SPROTT FDS TR | URANIUM MINERS E | $1K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| SPROTT INC | COM NEW | $8K | 0.0%Prev: 0.0% | 110 SH | Decreased-165 SH |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | $411K | 0.2%Prev: 0.2% | 13,667 SH | Increased |
| STARBUCKS CORP | COM | $84K | 0.0%Prev: 0.0% | 917 SH | Increased+7 SH |
| STRYKER CORPORATION | COM | $14K | 0.0%Prev: 0.0% | 35 SH | Decreased-21 SH |
| SUBURBAN PROPANE PARTNERS L | UNIT LTD PARTN | $4K | 0.0%Prev: 0.0% | 211 SH | Increased+14 SH |
| SYSCO CORP | COM | $8K | 0.0%Prev: 0.0% | 100 SH | Increased |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | $463K | 0.2%Prev: 0.0% | 10,925 SH | Increased+8,878 SH |
| T-MOBILE US INC | COM | $36K | 0.0%Prev: 0.0% | 149 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $24K | 0.0%Prev: 0.0% | 105 SH | Increased+1 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $4K | 0.0%Prev: 0.0% | 18 SH | Increased |
| TARGET CORP | COM | $3K | 0.0%Prev: 0.0% | 34 SH | Decreased |
| TESLA INC | COM | $238K | 0.1%Prev: 0.1% | 748 SH | Increased |
| TEXAS INSTRS INC | COM | $44K | 0.0%Prev: 0.0% | 210 SH | Increased+5 SH |
| THE CIGNA GROUP | COM | $3K | 0.0%Prev: 0.0% | 9 SH | Increased+1 SH |
| TORONTO DOMINION BK ONT | COM NEW | $44K | 0.0%Prev: 0.0% | 600 SH | Increased |
| TRAVELERS COMPANIES INC | COM | $1.6M | 0.7%Prev: 0.6% | 6,150 SH | Increased+136 SH |
| TWILIO INC | CL A | $2K | 0.0%Prev: 0.0% | 15 SH | Increased |
| UIPATH INC | CL A | $640 | 0.0%Prev: 0.0% | 50 SH | Increased |
| UNDER ARMOUR INC | CL C | $3K | 0.0%Prev: 0.0% | 390 SH | Decreased |
| UNILEVER PLC | SPON ADR NEW | $50K | 0.0%Prev: 0.0% | 813 SH | Increased |
| UNITED PARCEL SERVICE INC | CL B | $3K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $146K | 0.1%Prev: 0.1% | 469 SH | Decreased-17 SH |
| VANECK ETF TRUST | AGRIBUSINESS ETF | $1K | 0.0%Prev: 0.0% | 16 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $5K | 0.0%Prev: 0.0% | 67 SH | Decreased-66 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $36K | 0.0%Prev: 0.0% | 486 SH | Decreased-623 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.3M | 0.6%Prev: 0.6% | 3,009 SH | Increased+15 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $18.3M | 8.1%Prev: 7.9% | 64,299 SH | Increased+4,339 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $136K | 0.1%Prev: 0.1% | 487 SH | Increased-6 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $189K | 0.1%Prev: 0.0% | 971 SH | Increased+720 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $91K | 0.0%Prev: 0.0% | 384 SH | Increased+6 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $55K | 0.0%Prev: 0.0% | 181 SH | Increased+117 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $17.5M | 7.7%Prev: 7.9% | 260,575 SH | Increased+4,527 SH |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $8K | 0.0%Prev: 0.0% | 107 SH | Increased+5 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $15.0M | 6.6%Prev: 7.7% | 306,753 SH | Increased+12,642 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8K | 0.0%Prev: 0.0% | 134 SH | Increased+5 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $7K | 0.0%Prev: 0.0% | 112 SH | Decreased-89 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $133K | 0.1%Prev: 0.1% | 652 SH | Increased-42 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1K | 0.0%Prev: 0.0% | 20 SH | Increased+5 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $57K | 0.0%Prev: 0.0% | 428 SH | Increased |
| VANGUARD WORLD FD | CONSUM DIS ETF | $45K | 0.0%Prev: 0.0% | 124 SH | Increased |
| VANGUARD WORLD FD | CONSUM STP ETF | $21K | 0.0%Prev: 0.0% | 97 SH | Increased |
| VANGUARD WORLD FD | FINANCIALS ETF | $17K | 0.0%Prev: 0.0% | 137 SH | Increased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $25K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| VANGUARD WORLD FD | INF TECH ETF | $401K | 0.2%Prev: 0.2% | 604 SH | Increased-21 SH |
| VEEVA SYS INC | CL A COM | $92K | 0.0%Prev: 0.0% | 321 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $83K | 0.0%Prev: 0.0% | 1,913 SH | Increased+33 SH |
| VIATRIS INC | COM | $419 | 0.0%Prev: 0.0% | 47 SH | Decreased-274 SH |
| VISA INC | COM CL A | $249K | 0.1%Prev: 0.1% | 700 SH | Increased |
| VYNE THERAPEUTICS INC | COM | $2K | 0.0%Prev: 0.0% | 1,041 SH | Decreased |
| WALMART INC | COM | $1.8M | 0.8%Prev: 0.6% | 18,490 SH | Increased+331 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $41K | 0.0%Prev: 0.0% | 3,565 SH | Increased+3,139 SH |
| WELLS FARGO CO NEW | COM | $37K | 0.0%Prev: 0.0% | 466 SH | Increased+47 SH |
| WESCO INTL INC | COM | $14K | 0.0%Prev: 0.0% | 77 SH | Increased+1 SH |
| WISDOMTREE TR | US HIGH DIVIDEND | $15.3M | 6.7%Prev: 7.2% | 159,831 SH | Increased-1,089 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $14.1M | 6.2% | 168,850 SH | New |
| XCEL ENERGY INC | COM | $17K | 0.0% | 250 SH | New |
| ZOETIS INC | CL A | $4K | 0.0% | 25 SH | New |