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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
PWZ +795,605+$19,874
SPSB +172,261+$5,130
SSD +12,439+$2,463
ANET +10,077+$2,373
FDN +10,813+$2,017
PZT +85,500+$1,977
ESGV +19,514+$1,660
SMOT +50,855+$1,602
RSPT +48,814+$1,593
FI +11,206+$1,489
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
RYT -54,081-$15,251
IBDO -377,188-$9,565
RYH -10,900-$3,129
ATVI -14,814-$1,387
FISV -12,111-$1,368
BSCN -62,121-$1,319
EQIX -1,625-$1,180
IBHC -38,715-$915
TOTL -20,398-$788
FMC -9,788-$656
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
AGG +1,063,074+$109,333
CMF +831,444+$49,522
MUB +767,009+$84,789
GOEV +729,236+$124
PZA +659,857+$17,116
BIV +540,234+$43,461
DFLV +495,453+$16,638
NKE +250,815+$27,641
IWD +240,261+$40,813
VWO +232,260+$14,120
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
GM -826,986-$25,946
NEAR -132,019-$6,564
BCI -125,091-$2,799
TLT -114,022-$9,857
BMY -101,485-$8,916
SOXL -90,800-$927
TRMB -79,336-$4,283
BND -67,581-$4,447
OKE -56,912-$3,515
EP Wealth Advisors LLC Info
Size ($ in 1000's)
At 12/31/2023: $7,840,188
At 09/30/2023: $6,463,317

EP Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from EP Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By EP Wealth Advisors LLC
As of  12/31/2023, we find all stocks held by EP Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each EP Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-EP Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by EP Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 2,893,785 +59,959 $899,620
     VUG2,893,785+59,959$899,620
VANGUARD INDEX FDS (VTV) 2,535,306 +142,467 $379,028
     VTV2,535,306+142,467$379,028
APPLE INC 1,786,660 +94,188 $343,986
     AAPL1,786,660+94,188$343,986
MICROSOFT CORP 626,552 +8,639 $235,609
     MSFT626,552+8,639$235,609
ISHARES TR (AGG) 1,796,961 +1,063,074 $178,348
     AGG1,796,961+1,063,074$178,348
SPDR S&P 500 ETF TR (SPY) 364,325 +24,015 $173,167
     SPY364,325+24,015$173,167
VANGUARD WHITEHALL FDS (VIGI) 2,159,836 +174,495 $171,361
     VIGI2,159,836+174,495$171,361
AMAZON COM INC 989,445 +12,996 $150,336
     AMZN989,445+12,996$150,336
ISHARES TR (IGSB) 2,807,661 +166,130 $143,963
     IGSB2,807,661+166,130$143,963
ALPHABET INC 835,342 -605 $116,689
     GOOGL835,342-605$116,689
ISHARES TR (MUB) 1,045,939 +767,009 $113,390
     MUB1,045,939+767,009$113,390
VANGUARD INTL EQUITY INDEX F (VWO) 2,652,415 +232,260 $109,014
     VWO2,652,415+232,260$109,014
JPMorgan Chase & Co 636,604 +11,892 $108,286
     JPM636,604+11,892$108,286
ISHARES TR (GOVT) 4,689,717 -16,502 $108,051
     GOVT4,689,717-16,502$108,051
BROADCOM INC 95,265 -3,650 $106,340
     AVGO95,265-3,650$106,340
VANGUARD INDEX FDS (VOT) 467,790 +62,398 $102,713
     VOT467,790+62,398$102,713
COSTCO WHSL CORP NEW 151,521 +2,215 $100,016
     COST151,521+2,215$100,016
VANGUARD INDEX FDS (VOE) 649,040 +91,675 $94,117
     VOE649,040+91,675$94,117
SELECT SECTOR SPDR TR (XLK) 468,891 +7,345 $90,252
     XLK468,891+7,345$90,252
VANGUARD BD INDEX FDS (BIV) 1,080,172 +540,234 $82,504
     BIV1,080,172+540,234$82,504
BERKSHIRE HATHAWAY INC DEL      $77,886
     BRK.B212,291+212,291$75,716
     BRK.A4UNCH$2,170
DIMENSIONAL ETF TRUST (DFSV) 2,572,574 +150,811 $74,913
     DFSV2,572,574+150,811$74,913
ISHARES TR (CMF) 1,266,277 +831,444 $73,368
     CMF1,266,277+831,444$73,368
EXXON MOBIL CORP 727,979 +35,180 $72,783
     XOM727,979+35,180$72,783
NEXTERA ENERGY INC 1,194,767 -22,140 $72,570
     NEE1,194,767-22,140$72,570
Johnson & Johnson 459,019 +6,188 $71,947
     JNJ459,019+6,188$71,947
DIMENSIONAL ETF TRUST (DFAT) 1,262,902 +57,569 $66,088
     DFAT1,262,902+57,569$66,088
BlackRock Inc 80,135 +863 $65,053
     BLK80,135+863$65,053
HONEYWELL INTL INC 306,851 +10,478 $64,350
     HON306,851+10,478$64,350
META PLATFORMS INC 178,124 -6,879 $63,049
     META178,124-6,879$63,049
AMERICAN TOWER CORP NEW 276,841 +10,307 $59,765
     AMT276,841+10,307$59,765
VANGUARD INDEX FDS (VBK) 245,686 +24,609 $59,399
     VBK245,686+24,609$59,399
HCA HEALTHCARE INC 216,406 +7,441 $58,577
     HCA216,406+7,441$58,577
Starbucks Corp 594,041 +11,930 $57,034
     SBUX594,041+11,930$57,034
CISCO SYS INC 1,121,926 +29,813 $56,680
     CSCO1,121,926+29,813$56,680
VISA INC 210,195 -217 $54,724
     V210,195-217$54,724
STRYKER CORPORATION 180,815 +1,231 $54,147
     SYK180,815+1,231$54,147
ISHARES TR (IWD) 322,903 +240,261 $53,360
     IWD322,903+240,261$53,360
DIMENSIONAL ETF TRUST (DFLV) 1,940,225 +495,453 $52,483
     DFLV1,940,225+495,453$52,483
KEYSIGHT TECHNOLOGIES INC 327,095 +12,375 $52,038
     KEYS327,095+12,375$52,038
PEPSICO INC 306,205 +1,179 $52,006
     PEP306,205+1,179$52,006
DISNEY WALT CO 571,824 +17,013 $51,630
     DIS571,824+17,013$51,630
DIMENSIONAL ETF TRUST (DFIV) 1,496,217 +120,225 $51,410
     DFIV1,496,217+120,225$51,410
SELECT SECTOR SPDR TR (XLV) 360,380 +11,137 $49,149
     XLV360,380+11,137$49,149
UNION PAC CORP 190,879 +5,513 $46,884
     UNP190,879+5,513$46,884
CVS HEALTH CORP 588,908 +25,001 $46,500
     CVS588,908+25,001$46,500
S&P Global Inc 99,180 +1,888 $43,691
     SPGI99,180+1,888$43,691
ALLSTATE CORP 308,884 -236 $43,238
     ALL308,884-236$43,238
SPDR SER TR (BIL) 470,767 +104,729 $43,023
     BIL470,767+104,729$43,023
RTX CORPORATION 504,735 +28,870 $42,468
     RTX504,735+28,870$42,468
Valero Energy Corp 321,801 +3,762 $41,834
     VLO321,801+3,762$41,834
J P MORGAN EXCHANGE TRADED F (JSCP) 879,237 +68,678 $40,928
     JSCP879,237+68,678$40,928
Zoetis Inc 204,870 +5,990 $40,435
     ZTS204,870+5,990$40,435
SELECT SECTOR SPDR TR (XLB) 465,120 +16,060 $39,786
     XLB465,120+16,060$39,786
NVIDIA CORPORATION 79,136 +2,379 $39,190
     NVDA79,136+2,379$39,190
SEMPRA 519,034 +17,199 $38,787
     SRE519,034+17,199$38,787
ISHARES TR (IVV) 80,682 +544 $38,536
     IVV80,682+544$38,536
INVESCO QQQ TR 91,139 +5,251 $37,323
     QQQ91,139+5,251$37,323
SOUTHERN CO 531,479 +28,376 $37,267
     SO531,479+28,376$37,267
VANGUARD MUN BD FDS (VTEB) 693,460 +200,908 $35,401
     VTEB693,460+200,908$35,401
SELECT SECTOR SPDR TR (XLP) 487,579 +14,547 $35,120
     XLP487,579+14,547$35,120
VANGUARD TAX MANAGED FDS (VEA) 717,818 +31,516 $34,384
     VEA717,818+31,516$34,384
VANGUARD INDEX FDS (VTI) 135,941 +21,519 $32,248
     VTI135,941+21,519$32,248
ISHARES TR (IWF) 105,769 +6,042 $32,066
     IWF105,769+6,042$32,066
NIKE INC 282,481 +250,815 $30,669
     NKE282,481+250,815$30,669
INVESCO EXCH TRADED FD TR II (PZA) 1,234,569 +659,857 $29,852
     PZA1,234,569+659,857$29,852
ISHARES TR (ESGD) 383,570 +13,534 $28,975
     ESGD383,570+13,534$28,975
DIMENSIONAL ETF TRUST (DFAC) 983,441 -1,937 $28,746
     DFAC983,441-1,937$28,746
VANGUARD WHITEHALL FDS (VWOB) 450,061 +50,558 $28,691
     VWOB450,061+50,558$28,691
TIDAL ETF TR (LBAY) 1,065,853 +5,863 $27,668
     LBAY1,065,853+5,863$27,668
ALPHABET INC 195,207 +7,596 $27,510
     GOOG195,207+7,596$27,510
GLOBAL PMTS INC 216,431 -121 $27,487
     GPN216,431-121$27,487
VANGUARD INDEX FDS (VOO) 53,854 +8,287 $23,524
     VOO53,854+8,287$23,524
Unitedhealth Group Inc 44,340 +531 $23,344
     UNH44,340+531$23,344
BRISTOL MYERS SQUIBB CO 449,695 -101,485 $23,074
     BMY449,695-101,485$23,074
HOME DEPOT INC 63,864 -9,114 $22,132
     HD63,864-9,114$22,132
VANGUARD INDEX FDS (VB) 100,634 +1,111 $21,468
     VB100,634+1,111$21,468
ELI LILLY & CO 35,156 +9,004 $20,493
     LLY35,156+9,004$20,493
INVESCO EXCH TRADED FD TR II (PWZ) 795,605 +795,605 $19,874
     PWZ795,605+795,605$19,874
VANGUARD SPECIALIZED FUNDS (VIG) 112,547 +2,856 $19,178
     VIG112,547+2,856$19,178
MERCK & CO INC 175,654 -12,234 $19,150
     MRK175,654-12,234$19,150
SELECT SECTOR SPDR TR (XLY) 99,056 +14,575 $17,712
     XLY99,056+14,575$17,712
FIDELITY COVINGTON TRUST 383,209 +40,890 $16,826
     FDRR383,209+40,890$16,826
SCHWAB STRATEGIC TR 218,687 -17,325 $16,649
     SCHD218,687-17,325$16,649
MCDONALDS CORP 55,489 +2,002 $16,453
     MCD55,489+2,002$16,453
GENERAL MTRS CO 447,588 -826,986 $16,077
     GM447,588-826,986$16,077
TESLA INC 62,367 +12,034 $15,497
     TSLA62,367+12,034$15,497
ISHARES TR (IJH) 55,286 -1,415 $15,323
     IJH55,286-1,415$15,323
CHEVRON CORP NEW 99,237 -1,457 $14,802
     CVX99,237-1,457$14,802
SPDR S&P MIDCAP 400 ETF TR (MDY) 28,062 -2,096 $14,238
     MDY28,062-2,096$14,238
LOWES COS INC 63,462 -2,424 $14,123
     LOW63,462-2,424$14,123
BANK AMERICA CORP      $14,082
     BAC414,249+4,119$13,948
     BAC.PRL111UNCH$134
VANECK ETF TRUST (MOAT) 159,422 +150,806 $13,530
     MOAT159,422+150,806$13,530
Skywest Inc 257,179 +548 $13,425
     SKYW257,179+548$13,425
ABBVIE INC 85,171 -2,167 $13,199
     ABBV85,171-2,167$13,199
J P MORGAN EXCHANGE TRADED F (JMSI) 246,509 -44,676 $12,455
     JMSI246,509-44,676$12,455
DIMENSIONAL ETF TRUST (DFAS) 207,530 +1,306 $12,373
     DFAS207,530+1,306$12,373
AMERICAN CENTY ETF TR (AVUV) 131,014 -499 $11,765
     AVUV131,014-499$11,765
ISHARES TR (EFA) 155,404 +1,745 $11,710
     EFA155,404+1,745$11,710
PROCTER AND GAMBLE CO 78,772 +2,523 $11,543
     PG78,772+2,523$11,543
SELECT SECTOR SPDR TR (XLF) 290,997 -2,815 $10,941
     XLF290,997-2,815$10,941
ISHARES TR (IJR) 99,233 -4,934 $10,742
     IJR99,233-4,934$10,742
QUALCOMM Inc 71,245 -2,280 $10,304
     QCOM71,245-2,280$10,304
NEXTERA ENERGY PARTNERS LP 325,612 +6,325 $9,902
     NEP325,612+6,325$9,902
DIMENSIONAL ETF TRUST (DFUV) 264,768 +1,850 $9,855
     DFUV264,768+1,850$9,855
VANGUARD INDEX FDS (VXF) 59,663 -2,446 $9,810
     VXF59,663-2,446$9,810
Boeing Co 37,099 -5,993 $9,670
     BA37,099-5,993$9,670
PFIZER INC 333,198 -28,928 $9,593
     PFE333,198-28,928$9,593
ISHARES TR (IWP) 91,198 +388 $9,527
     IWP91,198+388$9,527
ACCENTURE PLC IRELAND 26,973 +449 $9,465
     ACN26,973+449$9,465
DIMENSIONAL ETF TRUST (DFAX) 375,060 -9,951 $9,159
     DFAX375,060-9,951$9,159
SELECT SECTOR SPDR TR (XLC) 124,811 -4,632 $9,069
     XLC124,811-4,632$9,069
ISHARES TR (SUSB) 367,875 -41,778 $9,006
     SUSB367,875-41,778$9,006
SPDR SER TR (BILS) 90,278 -208 $8,948
     BILS90,278-208$8,948
MCKESSON CORP 19,266 -1,293 $8,920
     MCK19,266-1,293$8,920
Cintas Corp 14,691 -946 $8,854
     CTAS14,691-946$8,854
ISHARES TR (IHI) 162,223 -2,985 $8,755
     IHI162,223-2,985$8,755
ISHARES TR (IVW) 114,569 -2,538 $8,604
     IVW114,569-2,538$8,604
Northrop Grumman Corp 18,358 -673 $8,594
     NOC18,358-673$8,594
ISHARES TR (IYH) 28,742 +25,804 $8,227
     IYH28,742+25,804$8,227
ISHARES TR (IWM) 40,577 +1,328 $8,144
     IWM40,577+1,328$8,144
VANGUARD SCOTTSDALE FDS (VCSH) 103,585 +61,506 $8,014
     VCSH103,585+61,506$8,014
SPDR GOLD TR (GLD) 41,437 +1,298 $7,921
     GLD41,437+1,298$7,921
SELECT SECTOR SPDR TR (XLE) 92,685 +762 $7,771
     XLE92,685+762$7,771
APPLIED MATLS INC 47,902 +6,164 $7,764
     AMAT47,902+6,164$7,764
SPDR DOW JONES INDL AVERAGE (DIA) 20,470 -656 $7,715
     DIA20,470-656$7,715
ISHARES TR (IWN) 49,147 -4,490 $7,634
     IWN49,147-4,490$7,634
WALMART INC 47,707 +4,567 $7,521
     WMT47,707+4,567$7,521
THERMO FISHER SCIENTIFIC INC 13,859 -3,667 $7,356
     TMO13,859-3,667$7,356
ISHARES TR (IBDP) 286,511 +18,145 $7,137
     IBDP286,511+18,145$7,137
ISHARES TR (IVE) 40,080 +778 $6,969
     IVE40,080+778$6,969
MASTERCARD INCORPORATED 16,103 -59 $6,868
     MA16,103-59$6,868
WELLS FARGO CO NEW 138,569 -1,526 $6,820
     WFC138,569-1,526$6,820
VANGUARD WHITEHALL FDS (VYM) 60,920 +41,074 $6,801
     VYM60,920+41,074$6,801
ISHARES TR (IBHD) 292,470 +68,397 $6,788
     IBHD292,470+68,397$6,788
SCHWAB STRATEGIC TR 81,795 +7,946 $6,786
     SCHG81,795+7,946$6,786
VANGUARD INDEX FDS (VBR) 36,380 +8,007 $6,547
     VBR36,380+8,007$6,547
ISHARES TR (IWO) 24,727 +1,797 $6,237
     IWO24,727+1,797$6,237
Advanced Micro Devices Inc 42,083 -214 $6,203
     AMD42,083-214$6,203
AMGEN INC 21,416 -2,496 $6,168
     AMGN21,416-2,496$6,168
TransDigm Group Inc 6,045 +96 $6,115
     TDG6,045+96$6,115
VANGUARD WORLD FDS (VHT) 23,772 +43 $5,960
     VHT23,772+43$5,960
SALESFORCE INC 21,898 +1,930 $5,762
     CRM21,898+1,930$5,762
ISHARES TR (SUB) 53,813 +2,174 $5,674
     SUB53,813+2,174$5,674
GRAINGER W W INC 6,659 -325 $5,518
     GWW6,659-325$5,518
COCA COLA CO 92,539 +3,251 $5,453
     KO92,539+3,251$5,453
ISHARES TR (ESML) 143,159 -13,636 $5,441
     ESML143,159-13,636$5,441
INVESCO EXCHANGE TRADED FD T (RSP) 34,407 +5,663 $5,429
     RSP34,407+5,663$5,429
ISHARES TR (USMV) 68,960 -3,096 $5,381
     USMV68,960-3,096$5,381
INTEL CORP 105,617 +12,356 $5,307
     INTC105,617+12,356$5,307
Lockheed Martin Corp 11,708 -396 $5,307
     LMT11,708-396$5,307
Oracle Corp 50,224 -1,286 $5,295
     ORCL50,224-1,286$5,295
VANGUARD BD INDEX FDS (BND) 71,321 -67,581 $5,246
     BND71,321-67,581$5,246
TJX COS INC NEW 55,672 +6,340 $5,223
     TJX55,672+6,340$5,223
VANGUARD WELLINGTON FD (VFVA) 46,069 -93 $5,191
     VFVA46,069-93$5,191
ISHARES TR (DGRO) 95,674 +6,723 $5,149
     DGRO95,674+6,723$5,149
J P MORGAN EXCHANGE TRADED F (JMST) 101,385 +7,265 $5,144
     JMST101,385+7,265$5,144
SPDR SER TR (SPSB) 172,261 +172,261 $5,130
     SPSB172,261+172,261$5,130
ADOBE INC 8,512 -115 $5,078
     ADBE8,512-115$5,078
SCHWAB STRATEGIC TR 135,647 +10,893 $5,014
     SCHF135,647+10,893$5,014
INTUITIVE SURGICAL INC 14,847 -27 $5,009
     ISRG14,847-27$5,009
ROCKWELL AUTOMATION INC 16,093 -1,415 $4,997
     ROK16,093-1,415$4,997
SCHWAB STRATEGIC TR 87,089 +1,810 $4,912
     SCHX87,089+1,810$4,912
ISHARES TR (IEFA) 69,409 +10,789 $4,883
     IEFA69,409+10,789$4,883
ISHARES TR (IBDQ) 195,199 +15,881 $4,833
     IBDQ195,199+15,881$4,833
NOVO NORDISK A S 45,927 +1,081 $4,751
     NVO45,927+1,081$4,751
VANGUARD INDEX FDS (VO) 20,414 -129 $4,749
     VO20,414-129$4,749
DANAHER CORPORATION 20,303 -2,425 $4,697
     DHR20,303-2,425$4,697
SPDR SER TR (SDY) 36,722 -2,259 $4,589
     SDY36,722-2,259$4,589
SPDR SER TR (SPIB) 139,765 +134,725 $4,588
     SPIB139,765+134,725$4,588
VANECK ETF TRUST (SMH) 25,756 -671 $4,504
     SMH25,756-671$4,504
ISHARES TR (EAGG) 93,282 +72,780 $4,453
     EAGG93,282+72,780$4,453
ISHARES TR (IJK) 56,087 +799 $4,443
     IJK56,087+799$4,443
ISHARES TR (IWB) 16,691 +572 $4,377
     IWB16,691+572$4,377
Netflix Inc 8,922 +838 $4,344
     NFLX8,922+838$4,344
EATON CORP PLC 18,030 +744 $4,342
     ETN18,030+744$4,342
ABBOTT LABS 39,340 -20,218 $4,330
     ABT39,340-20,218$4,330
General Dynamics Corp 16,593 +3,694 $4,309
     GD16,593+3,694$4,309
INTERNATIONAL BUSINESS MACHS 26,338 -308 $4,308
     IBM26,338-308$4,308
VANGUARD WORLD FDS (VGT) 8,862 -580 $4,289
     VGT8,862-580$4,289
Becton Dickinson & Co 17,322 -249 $4,224
     BDX17,322-249$4,224
KLA CORP 7,250 -279 $4,214
     KLAC7,250-279$4,214
SELECT SECTOR SPDR TR (XLI) 36,806 -3,516 $4,196
     XLI36,806-3,516$4,196
ISHARES TR (IBHE) 181,595 +135,235 $4,195
     IBHE181,595+135,235$4,195
ISHARES TR (IWV) 15,143 -164 $4,145
     IWV15,143-164$4,145
ISHARES TR (IWS) 35,363 +467 $4,112
     IWS35,363+467$4,112
AMERICAN EXPRESS CO 21,605 +1,700 $4,047
     AXP21,605+1,700$4,047
VERIZON COMMUNICATIONS INC 105,400 -1,456 $3,974
     VZ105,400-1,456$3,974
J P MORGAN EXCHANGE TRADED F (JPST) 78,724 -6,252 $3,954
     JPST78,724-6,252$3,954
ISHARES TR (EEM) 97,749 +82 $3,930
     EEM97,749+82$3,930
ISHARES TR (IJS) 37,457 -684 $3,861
     IJS37,457-684$3,861
Gilead Sciences Inc 47,466 +356 $3,845
     GILD47,466+356$3,845
ISHARES INC (IEMG) 74,865 +8,966 $3,787
     IEMG74,865+8,966$3,787
PAYCHEX INC 31,682 +2,513 $3,774
     PAYX31,682+2,513$3,774
SOFI TECHNOLOGIES INC 377,022 +1,508 $3,751
     SOFI377,022+1,508$3,751
ISHARES TR (IBDT) 147,138 +10,690 $3,692
     IBDT147,138+10,690$3,692
TEXAS INSTRS INC 21,275 -24,353 $3,626
     TXN21,275-24,353$3,626
AMERICAN CENTY ETF TR (AVEM) 62,568 +935 $3,528
     AVEM62,568+935$3,528
SELECT SECTOR SPDR TR (XLU) 55,598 -266 $3,521
     XLU55,598-266$3,521
WISDOMTREE TR 52,907 -112 $3,512
     DLN52,907-112$3,512
ENTERPRISE PRODS PARTNERS L 132,639 +20,151 $3,495
     EPD132,639+20,151$3,495
AUTOMATIC DATA PROCESSING IN 14,532 +1,739 $3,385
     ADP14,532+1,739$3,385
NUSHARES ETF TR (NULV) 93,966 -21,144 $3,374
     NULV93,966-21,144$3,374
Colgate Palmolive Co 41,475 +186 $3,306
     CL41,475+186$3,306
INTUIT 5,287 +356 $3,304
     INTU5,287+356$3,304
INVESCO EXCHANGE TRADED FD T (PDP) 38,323 -307 $3,276
     PDP38,323-307$3,276
ISHARES TR (IUSV) 38,512 -166 $3,248
     IUSV38,512-166$3,248
DIREXION SHS ETF TR (TECL) 48,661 +5,091 $3,246
     TECL48,661+5,091$3,246
Dover Corp 20,556 -1,039 $3,162
     DOV20,556-1,039$3,162
UNITED BANKSHARES INC WEST V (UBSI) 83,500 UNCH $3,135
     UBSI83,500UNCH$3,135
ISHARES TR (ACWI) 30,445 -1,233 $3,098
     ACWI30,445-1,233$3,098
ISHARES TR (VLUE) 29,433 +1,756 $2,977
     VLUE29,433+1,756$2,977
STEEL DYNAMICS INC 25,180 -1,849 $2,974
     STLD25,180-1,849$2,974
INVESCO EXCH TRD SLF IDX FD 150,051 -266 $2,919
     BSCR150,051-266$2,919
ISHARES TR (IBDR) 121,249 +20,746 $2,898
     IBDR121,249+20,746$2,898
Palo Alto Networks Inc 9,697 +2,507 $2,860
     PANW9,697+2,507$2,860
SCHWAB STRATEGIC TR 40,242 -223 $2,821
     SCHV40,242-223$2,821
BLACKSTONE INC 21,398 +843 $2,801
     BX21,398+843$2,801
GOLUB CAP BDC INC 184,916 +38 $2,792
     GBDC184,916+38$2,792
ConocoPhillips 24,023 +608 $2,788
     COP24,023+608$2,788
BOOKING HOLDINGS INC 776 +152 $2,753
     BKNG776+152$2,753
VANGUARD INDEX FDS (VV) 12,476 +136 $2,722
     VV12,476+136$2,722
UNITED PARCEL SERVICE INC 17,299 -1,230 $2,720
     UPS17,299-1,230$2,720
CATERPILLAR INC 8,878 +404 $2,625
     CAT8,878+404$2,625
ISHARES TR (TIP) 24,311 -1,509 $2,613
     TIP24,311-1,509$2,613
PIMCO ETF TR (BOND) 28,242 +2,968 $2,611
     BOND28,242+2,968$2,611
US BANCORP DEL 59,515 -10,209 $2,576
     USB59,515-10,209$2,576
Genuine Parts Co 18,250 -15,596 $2,528
     GPC18,250-15,596$2,528
LAM RESEARCH CORP 3,209 -89 $2,513
     LRCX3,209-89$2,513
SCHWAB STRATEGIC TR 52,918 +1,789 $2,500
     SCHA52,918+1,789$2,500
PROSHARES TR (NOBL) 26,108 +24,362 $2,485
     NOBL26,108+24,362$2,485
ISHARES TR (TLT) 25,018 -114,022 $2,474
     TLT25,018-114,022$2,474
SCHWAB STRATEGIC TR 99,390 -873 $2,464
     SCHE99,390-873$2,464
SIMPSON MFG INC 12,439 +12,439 $2,463
     SSD12,439+12,439$2,463
VANGUARD INDEX FDS (VNQ) 27,085 +8,852 $2,393
     VNQ27,085+8,852$2,393
ARISTA NETWORKS INC 10,077 +10,077 $2,373
     ANET10,077+10,077$2,373
FIRST AMERN FINL CORP 36,767 +144 $2,369
     FAF36,767+144$2,369
MARATHON PETE CORP 15,360 -1,719 $2,279
     MPC15,360-1,719$2,279
lululemon Athletica Inc 4,453 +2,115 $2,277
     LULU4,453+2,115$2,277
WISDOMTREE TR 44,747 -2,627 $2,248
     USFR44,747-2,627$2,248
FIDELITY COVINGTON TRUST 41,622 -180 $2,229
     FNCL41,622-180$2,229
COMCAST CORP NEW 50,061 -2,238 $2,195
     CMCSA50,061-2,238$2,195
ISHARES TR (ITA) 17,287 -618 $2,189
     ITA17,287-618$2,189
GENERAL ELECTRIC CO 17,094 -1,011 $2,182
     GE17,094-1,011$2,182
SPDR SER TR (SPYG) 33,052 +23,338 $2,150
     SPYG33,052+23,338$2,150
INVESCO EXCH TRADED FD TR II (SPLV) 34,166 +266 $2,141
     SPLV34,166+266$2,141
DUKE ENERGY CORP NEW 21,938 +1,569 $2,129
     DUK21,938+1,569$2,129
VIATRIS INC 195,537 -430 $2,118
     VTRS195,537-430$2,118
FAIR ISAAC CORP 1,809 -192 $2,106
     FICO1,809-192$2,106
ISHARES TR (EMB) 23,345 +7,033 $2,079
     EMB23,345+7,033$2,079
SELECT SECTOR SPDR TR (XLRE) 51,885 -9,714 $2,079
     XLRE51,885-9,714$2,079
SCHWAB CHARLES CORP 30,051 +2,130 $2,067
     SCHW30,051+2,130$2,067
IDEXX LABS INC 3,647 -33 $2,024
     IDXX3,647-33$2,024
FIRST TR EXCHANGE TRADED FD (FDN) 10,813 +10,813 $2,017
     FDN10,813+10,813$2,017
DIMENSIONAL ETF TRUST (DFUS) 38,379 +4,570 $1,989
     DFUS38,379+4,570$1,989
INVESCO EXCH TRADED FD TR II (PZT) 85,500 +85,500 $1,977
     PZT85,500+85,500$1,977
FIDELITY COVINGTON TRUST 46,743 -5,361 $1,976
     FDVV46,743-5,361$1,976
DIREXION SHS ETF TR (SOXL) 62,776 -90,800 $1,971
     SOXL62,776-90,800$1,971
VANGUARD STAR FDS (VXUS) 33,887 +10,080 $1,964
     VXUS33,887+10,080$1,964
INVESCO EXCHANGE TRADED FD T (CZA) 20,737 -326 $1,945
     CZA20,737-326$1,945
ISHARES TR (IWR) 24,986 -302 $1,942
     IWR24,986-302$1,942
VANGUARD BD INDEX FDS (BSV) 25,192 +16,978 $1,940
     BSV25,192+16,978$1,940
AMERICAN CENTY ETF TR (AVDV) 30,903 +2,221 $1,931
     AVDV30,903+2,221$1,931
ISHARES TR (IYY) 16,391 -615 $1,910
     IYY16,391-615$1,910
KIMBERLY CLARK CORP 15,617 +2,997 $1,898
     KMB15,617+2,997$1,898
VANECK ETF TRUST (GDX) 60,822 -1,895 $1,886
     GDX60,822-1,895$1,886
PHILIP MORRIS INTL INC 19,926 +189 $1,875
     PM19,926+189$1,875
ISHARES TR (EFG) 19,267 +3,145 $1,866
     EFG19,267+3,145$1,866
BROADRIDGE FINL SOLUTIONS IN 9,046 +2,765 $1,861
     BR9,046+2,765$1,861
VANGUARD SCOTTSDALE FDS (VCIT) 22,895 +19,288 $1,861
     VCIT22,895+19,288$1,861
FIDELITY COVINGTON TRUST 23,382 +56 $1,846
     FDIS23,382+56$1,846
GAMING & LEISURE PPTYS INC 37,409 -5,174 $1,846
     GLPI37,409-5,174$1,846
SCHWAB STRATEGIC TR 33,102 +13,019 $1,843
     SCHB33,102+13,019$1,843
Vertex Pharmaceuticals Inc 4,512 -677 $1,836
     VRTX4,512-677$1,836
ISHARES SILVER TR (SLV) 84,075 +5 $1,831
     SLV84,075+5$1,831
ARES MANAGEMENT CORPORATION 15,349 +2,836 $1,825
     ARES15,349+2,836$1,825
CSX Corp 51,657 +123 $1,791
     CSX51,657+123$1,791
ISHARES U S ETF TR (NEAR) 35,414 -132,019 $1,789
     NEAR35,414-132,019$1,789
ISHARES TR (EFV) 34,148 +14,800 $1,779
     EFV34,148+14,800$1,779
ISHARES TR (SOXX) 3,078 -283 $1,773
     SOXX3,078-283$1,773
ABRDN ETFS (BCI) 90,700 -125,091 $1,756
     BCI90,700-125,091$1,756
VANGUARD WORLD FD (MGV) 16,054 -1,253 $1,756
     MGV16,054-1,253$1,756
CHIPOTLE MEXICAN GRILL INC 755 -41 $1,727
     CMG755-41$1,727
YUM Brands Inc 13,106 -154 $1,712
     YUM13,106-154$1,712
SPDR INDEX SHS FDS (SPDW) 50,272 +45,555 $1,710
     SPDW50,272+45,555$1,710
AT&T INC 101,666 -54,499 $1,706
     T101,666-54,499$1,706
VANGUARD WORLD FD (ESGV) 19,514 +19,514 $1,660
     ESGV19,514+19,514$1,660
ROSS STORES INC 11,990 +5,548 $1,659
     ROST11,990+5,548$1,659
ENSIGN GROUP INC 14,609 -148 $1,639
     ENSG14,609-148$1,639
ISHARES TR (IXUS) 25,190 -710 $1,636
     IXUS25,190-710$1,636
VANECK ETF TRUST (SMOT) 50,855 +50,855 $1,602
     SMOT50,855+50,855$1,602
INVESCO EXCHANGE TRADED FD T (RSPT) 48,814 +48,814 $1,593
     RSPT48,814+48,814$1,593
WASTE MGMT INC DEL 8,874 -305 $1,589
     WM8,874-305$1,589
EDWARDS LIFESCIENCES CORP 20,804 -19,731 $1,586
     EW20,804-19,731$1,586
SPDR SER TR (SPSM) 37,567 +5,406 $1,585
     SPSM37,567+5,406$1,585
MONDELEZ INTL INC 21,302 +2,149 $1,543
     MDLZ21,302+2,149$1,543
AIR PRODS & CHEMS INC 5,627 +1,616 $1,541
     APD5,627+1,616$1,541
PACCAR Inc 15,724 +7,433 $1,535
     PCAR15,724+7,433$1,535
QUANTA SVCS INC 6,949 +34 $1,500
     PWR6,949+34$1,500
Fiserv Inc 11,206 +11,206 $1,489
     FI11,206+11,206$1,489
ServiceNow Inc 2,107 +848 $1,489
     NOW2,107+848$1,489
THE CIGNA GROUP 4,966 +406 $1,487
     CI4,966+406$1,487
WISDOMTREE TR 32,130 -240 $1,468
     DON32,130-240$1,468
ProLogis Inc. 10,902 +1,469 $1,453
     PLD10,902+1,469$1,453
ISHARES TR (GNMA) 32,734 -633 $1,448
     GNMA32,734-633$1,448
ISHARES TR (DSI) 15,668 -566 $1,427
     DSI15,668-566$1,427
TAIWAN SEMICONDUCTOR MFG LTD 13,717 +603 $1,427
     TSM13,717+603$1,427
GENERAL MLS INC 21,868 +656 $1,424
     GIS21,868+656$1,424
AGILENT TECHNOLOGIES INC 10,165 +2,619 $1,413
     A10,165+2,619$1,413
SPDR SER TR (CWB) 19,585 -31 $1,413
     CWB19,585-31$1,413
Goldman Sachs Group Inc 3,649 +740 $1,408
     GS3,649+740$1,408
ISHARES TR (ITOT) 13,373 -1,456 $1,407
     ITOT13,373-1,456$1,407
ISHARES TR (SGOV) 13,980 +3,162 $1,402
     SGOV13,980+3,162$1,402
SPDR SER TR (KRE) 26,635 -1,228 $1,396
     KRE26,635-1,228$1,396
WORTHINGTON ENTERPRISES INC 24,211 UNCH $1,393
     WOR24,211UNCH$1,393
KRAFT HEINZ CO 37,614 -1,027 $1,391
     KHC37,614-1,027$1,391
SCHWAB STRATEGIC TR 18,457 +2,441 $1,390
     SCHM18,457+2,441$1,390
ISHARES TR (IYW) 11,291 +1,261 $1,386
     IYW11,291+1,261$1,386
ALTRIA GROUP INC 34,126 -5,551 $1,377
     MO34,126-5,551$1,377
BLACKROCK CR ALLOCATION INCO 133,142 -5,240 $1,374
     BTZ133,142-5,240$1,374
VANGUARD INTL EQUITY INDEX F (VEU) 23,559 +4,642 $1,323
     VEU23,559+4,642$1,323
KINDER MORGAN INC DEL 74,764 +9,231 $1,319
     KMI74,764+9,231$1,319
NORFOLK SOUTHN CORP 5,549 +737 $1,312
     NSC5,549+737$1,312
DECKERS OUTDOOR CORP 1,955 +180 $1,307
     DECK1,955+180$1,307
SPDR SER TR (SPYV) 27,910 +27,910 $1,301
     SPYV27,910+27,910$1,301
ISHARES TR (QUAL) 8,729 +242 $1,284
     QUAL8,729+242$1,284
SPDR SER TR (SPYD) 32,496 +7,017 $1,274
     SPYD32,496+7,017$1,274
ISHARES TR (IUSG) 12,210 -220 $1,271
     IUSG12,210-220$1,271
ISHARES TR (IBB) 9,302 +551 $1,264
     IBB9,302+551$1,264
ELEVANCE HEALTH INC 2,677 +284 $1,262
     ELV2,677+284$1,262
SPDR SER TR (SPTM) 21,484 -97 $1,256
     SPTM21,484-97$1,256
Uber Technologies Inc 20,354 +2,904 $1,253
     UBER20,354+2,904$1,253
ISHARES TR (HDV) 12,241 +215 $1,248
     HDV12,241+215$1,248
3M CO 11,391 +702 $1,245
     MMM11,391+702$1,245
VANECK MERK GOLD TR 62,300 +42,000 $1,244
     OUNZ62,300+42,000$1,244
ISHARES TR (STIP) 12,283 +69 $1,211
     STIP12,283+69$1,211
INDEXIQ ETF TR (QAI) 40,162 -4,735 $1,209
     QAI40,162-4,735$1,209
ISHARES TR (DVY) 10,306 -914 $1,208
     DVY10,306-914$1,208
PARKER HANNIFIN CORP 2,605 -19 $1,200
     PH2,605-19$1,200
TARGET CORP 8,358 +451 $1,190
     TGT8,358+451$1,190
MARRIOTT INTL INC NEW 5,270 -723 $1,188
     MAR5,270-723$1,188
OREILLY AUTOMOTIVE INC 1,250 +8 $1,188
     ORLY1,250+8$1,188
ASTRAZENECA PLC 17,481 +1,837 $1,177
     AZN17,481+1,837$1,177
Ametek Inc 6,978 +3,336 $1,151
     AME6,978+3,336$1,151
Consolidated Edison Inc 12,621 +346 $1,148
     ED12,621+346$1,148
SHERWIN WILLIAMS CO 3,678 -80 $1,147
     SHW3,678-80$1,147
NEWMONT CORP 27,541 -1,943 $1,140
     NEM27,541-1,943$1,140
ILLINOIS TOOL WKS INC 4,348 -255 $1,139
     ITW4,348-255$1,139
NOVARTIS AG 11,052 -1,196 $1,116
     NVS11,052-1,196$1,116
MICROCHIP TECHNOLOGY INC. 12,255 -977 $1,105
     MCHP12,255-977$1,105
CHEMED CORP NEW 1,887 +57 $1,103
     CHE1,887+57$1,103
INVESCO EXCHANGE TRADED FD T (PTF) 21,048 UNCH $1,063
     PTF21,048UNCH$1,063
EXTRA SPACE STORAGE INC 6,613 -1,454 $1,060
     EXR6,613-1,454$1,060
D R HORTON INC 6,934 -120 $1,054
     DHI6,934-120$1,054
Humana Inc 2,294 +37 $1,050
     HUM2,294+37$1,050
ISHARES TR (ESGU) 9,995 -393 $1,049
     ESGU9,995-393$1,049
Glacier Bancorp Inc New 24,907 UNCH $1,029
     GBCI24,907UNCH$1,029
REGENERON PHARMACEUTICALS 1,162 +116 $1,021
     REGN1,162+116$1,021
VANGUARD INTL EQUITY INDEX F (VGK) 15,700 -979 $1,012
     VGK15,700-979$1,012
CENTENE CORP DEL 13,471 -71 $1,000
     CNC13,471-71$1,000
Linde plc 2,406 -26 $988
     LIN2,406-26$988
GOLDMAN SACHS ETF TR (GEM) 32,070 -3 $984
     GEM32,070-3$984
ONEOK INC NEW 14,001 -56,912 $983
     OKE14,001-56,912$983
HP INC 32,580 +12,946 $980
     HPQ32,580+12,946$980
PG&E CORP 53,952 +500 $973
     PCG53,952+500$973
CLOROX CO DEL 6,810 +263 $971
     CLX6,810+263$971
IRON MTN INC DEL 13,874 -1,556 $971
     IRM13,874-1,556$971
ISHARES TR (IBDS) 40,511 +26,799 $969
     IBDS40,511+26,799$969
Deere & Co 2,419 -172 $967
     DE2,419-172$967
VANGUARD WHITEHALL FDS (VYMI) 14,531 +3,575 $966
     VYMI14,531+3,575$966
SCHWAB STRATEGIC TR 28,478 +6 $961
     FNDF28,478+6$961
CDW CORP 4,214 +1,857 $958
     CDW4,214+1,857$958
DOW INC 17,390 -504 $954
     DOW17,390-504$954
CROWN CASTLE INC 8,268 -670 $952
     CCI8,268-670$952
Phillips 66 7,124 -327 $948
     PSX7,124-327$948
BLACKROCK MUN TARGET TERM TR 45,304 UNCH $942
     BTT45,304UNCH$942
VANGUARD WORLD FDS (VCR) 3,052 +284 $930
     VCR3,052+284$930
ISHARES TR (USRT) 16,986 +16,986 $922
     USRT16,986+16,986$922
Analog Devices Inc 4,626 +1,097 $918
     ADI4,626+1,097$918
Realty Income Corp 15,798 +571 $907
     O15,798+571$907
SHOPIFY INC 11,641 -40 $907
     SHOP11,641-40$907
FedEx Corp 3,515 +715 $889
     FDX3,515+715$889
ISHARES TR (OEF) 3,956 +34 $884
     OEF3,956+34$884
TORO CO 9,176 +4 $881
     TTC9,176+4$881
T Mobile US Inc 5,485 +694 $879
     TMUS5,485+694$879
NXP SEMICONDUCTORS N V 3,808 -289 $875
     NXPI3,808-289$875
ASML HOLDING N V 1,148 -543 $869
     ASML1,148-543$869
FLEETCOR TECHNOLOGIES INC 3,066 +458 $866
     FLT3,066+458$866
UNITED RENTALS INC 1,509 +4 $865
     URI1,509+4$865
FORD MTR CO DEL 70,665 -19,752 $861
     F70,665-19,752$861
Morgan Stanley 9,208 -3,536 $859
     MS9,208-3,536$859
Micron Technology Inc 10,014 -3,819 $855
     MU10,014-3,819$855
INVESCO EXCH TRD SLF IDX FD 40,641 -1,062 $849
     BSCO40,641-1,062$849
ISHARES TR (IJJ) 7,447 +905 $849
     IJJ7,447+905$849
ISHARES TR (IJT) 6,712 +27 $840
     IJT6,712+27$840
Woodward Inc 6,163 UNCH $839
     WWD6,163UNCH$839
TERADYNE INC 7,713 -771 $837
     TER7,713-771$837
WORKDAY INC 3,004 +124 $829
     WDAY3,004+124$829
CROWDSTRIKE HLDGS INC 3,225 +1,013 $823
     CRWD3,225+1,013$823
INVESCO EXCH TRADED FD TR II (DWAS) 9,689 UNCH $812
     DWAS9,689UNCH$812
FIDELITY COVINGTON TRUST 30,487 +30,487 $810
     FELC30,487+30,487$810
ISHARES TR (ILCG) 11,875 UNCH $805
     ILCG11,875UNCH$805
INVESCO EXCHANGE TRADED FD T (PSJ) 24,663 UNCH $805
     PSJ24,663UNCH$805
TRIMBLE INC 14,977 -79,336 $797
     TRMB14,977-79,336$797
EOG RES INC 6,539 +669 $791
     EOG6,539+669$791
SPDR INDEX SHS FDS (SPEM) 22,261 +6,778 $788
     SPEM22,261+6,778$788
SHELL PLC 11,946 -2,150 $786
     SHEL11,946-2,150$786
VANGUARD WORLD FDS (VDE) 6,652 +619 $780
     VDE6,652+619$780
FLEXSHARES TR (GUNR) 18,853 +9 $772
     GUNR18,853+9$772
INVESCO EXCHANGE TRADED FD T (PSI) 15,480 UNCH $766
     PSI15,480UNCH$766
VANGUARD INTL EQUITY INDEX F (VT) 7,422 -1,017 $764
     VT7,422-1,017$764
INVESCO EXCHANGE TRADED FD T (PKB) 12,086 UNCH $763
     PKB12,086UNCH$763
INVESCO EXCH TRD SLF IDX FD 39,500 UNCH $762
     BSCQ39,500UNCH$762
LENNAR CORP 5,065 -210 $755
     LEN5,065-210$755
AMERICAN CENTY ETF TR (AVUS) 9,236 +9,236 $753
     AVUS9,236+9,236$753
INTERCONTINENTAL EXCHANGE IN (ICE) 5,858 -54 $752
     ICE5,858-54$752
PARSONS CORP DEL 11,834 -5,000 $742
     PSN11,834-5,000$742
DIMENSIONAL ETF TRUST (DFEM) 29,534 +12,016 $737
     DFEM29,534+12,016$737
ISHARES TR (IGV) 1,811 -389 $735
     IGV1,811-389$735
NUSHARES ETF TR (NULG) 10,359 +5,009 $720
     NULG10,359+5,009$720
ISHARES GOLD TR (IAU) 18,373 -1,027 $717
     IAU18,373-1,027$717
Brown & Brown Inc 10,050 +4,094 $715
     BRO10,050+4,094$715
L3HARRIS TECHNOLOGIES INC 3,388 -1,751 $714
     LHX3,388-1,751$714
MEDTRONIC PLC 8,646 -11,713 $712
     MDT8,646-11,713$712
Dupont De Nemours Inc 9,215 +1,349 $709
     DD9,215+1,349$709
FIDELITY COVINGTON TRUST 30,685 -117 $707
     FENY30,685-117$707
Sony Group Corp 7,466 +43 $707
     SONY7,466+43$707
CHURCH & DWIGHT CO INC 7,431 -552 $703
     CHD7,431-552$703
DIMENSIONAL ETF TRUST (DFAI) 24,464 +4,675 $701
     DFAI24,464+4,675$701
Franklin Covey Co 16,071 +9,734 $700
     FC16,071+9,734$700
Boston Scientific Corp 12,055 +3,804 $697
     BSX12,055+3,804$697
Xcel Energy Inc 11,253 +4,208 $697
     XEL11,253+4,208$697
VANECK ETF TRUST (FLTR) 27,415 -3,483 $689
     FLTR27,415-3,483$689
EAST WEST BANCORP INC 9,483 -1,438 $682
     EWBC9,483-1,438$682
EMERSON ELEC CO 6,991 +1,415 $680
     EMR6,991+1,415$680
ISHARES TR (NYF) 12,535 +7,335 $678
     NYF12,535+7,335$678
AMPHENOL CORP NEW 6,788 -981 $673
     APH6,788-981$673
PAYPAL HLDGS INC 10,944 -378 $672
     PYPL10,944-378$672
EDISON INTL 9,319 -625 $666
     EIX9,319-625$666
FIDELITY COVINGTON TRUST 24,442 +1,702 $651
     FREL24,442+1,702$651
HILTON WORLDWIDE HLDGS INC 3,562 -149 $649
     HLT3,562-149$649
OLEMA PHARMACEUTICALS INC 46,248 UNCH $649
     OLMA46,248UNCH$649
INVESCO EXCHANGE TRADED FD T (SPHQ) 12,003 +6,848 $649
     SPHQ12,003+6,848$649
VANGUARD WORLD FDS (VPU) 4,701 -1,406 $644
     VPU4,701-1,406$644
ISHARES TR (ICF) 10,843 -1,433 $637
     ICF10,843-1,433$637
TORONTO DOMINION BK ONT 9,842 -82 $636
     TD9,842-82$636
Chubb Limited 2,807 -283 $634
     CB2,807-283$634
SPDR SER TR (XSD) 2,814 UNCH $633
     XSD2,814UNCH$633
Ecolab Inc 3,187 -213 $632
     ECL3,187-213$632
FIDELITY COVINGTON TRUST 4,375 UNCH $628
     FTEC4,375UNCH$628
AMERIPRISE FINL INC 1,648 +95 $626
     AMP1,648+95$626
CADENCE DESIGN SYSTEM INC 2,299 +68 $626
     CDNS2,299+68$626
ENERGY TRANSFER L P 45,062 +14,198 $622
     ET45,062+14,198$622
SCHWAB STRATEGIC TR 11,111 -562 $615
     FNDA11,111-562$615
ARCHER DANIELS MIDLAND CO 8,486 +2,139 $613
     ADM8,486+2,139$613
SYNOPSYS INC 1,190 +31 $613
     SNPS1,190+31$613
RPM INTL INC 5,426 -6 $606
     RPM5,426-6$606
CARRIER GLOBAL CORPORATION 10,422 +407 $599
     CARR10,422+407$599
DIGITAL RLTY TR INC 4,422 +58 $595
     DLR4,422+58$595
Albemarle Corp 4,110 -287 $594
     ALB4,110-287$594
CITIGROUP INC 11,519 -1,828 $593
     C11,519-1,828$593
PUBLIC STORAGE 1,931 -194 $589
     PSA1,931-194$589
JOHNSON CTLS INTL PLC 10,199 -3,939 $588
     JCI10,199-3,939$588
BROOKFIELD INFRAST PARTNERS 18,634 -1,200 $587
     BIP18,634-1,200$587
VANGUARD SCOTTSDALE FDS (VGSH) 9,984 +2,493 $582
     VGSH9,984+2,493$582
ISHARES TR (XT) 9,700 -468 $581
     XT9,700-468$581
ISHARES TR (SUSA) 5,775 -187 $580
     SUSA5,775-187$580
PIMCO DYNAMIC INCOME FD 32,205 -5,683 $578
     PDI32,205-5,683$578
BROWN FORMAN CORP      $577
     BF.B6,264+137$358
     BF.A3,675+16$219
AMERICAN ELEC PWR CO INC 7,024 +57 $570
     AEP7,024+57$570
PIMCO ETF TR (MUNI) 10,640 +4,755 $562
     MUNI10,640+4,755$562
HEWLETT PACKARD ENTERPRISE C 32,810 +11,420 $557
     HPE32,810+11,420$557
SYSCO CORP 7,565 -527 $553
     SYY7,565-527$553
PRUDENTIAL FINL INC 5,322 -689 $552
     PRU5,322-689$552
HERSHEY CO 2,926 -7,393 $546
     HSY2,926-7,393$546
BJS WHSL CLUB HLDGS INC 7,922 -8 $528
     BJ7,922-8$528
DISCOVER FINL SVCS 4,695 -109 $528
     DFS4,695-109$528
LEAR CORP 3,729 +3,729 $527
     LEA3,729+3,729$527
CONFLUENT INC 22,441 +22,441 $525
     CFLT22,441+22,441$525
FIDELITY COVINGTON TRUST 19,853 +19,853 $521
     FELG19,853+19,853$521
SECURITY NATL FINL CORP 57,929 +57,929 $521
     SNFCA57,929+57,929$521
ISHARES TR (MBB) 5,509 +3,891 $518
     MBB5,509+3,891$518
CHARTER COMMUNICATIONS INC N 1,321 -51 $513
     CHTR1,321-51$513
Cardinal Health Inc 5,065 +2,091 $511
     CAH5,065+2,091$511
PNC FINL SVCS GROUP INC 3,293 +453 $510
     PNC3,293+453$510
FREEPORT MCMORAN INC 11,933 -6,184 $508
     FCX11,933-6,184$508
SPDR SER TR (XBI) 5,608 -15,178 $501
     XBI5,608-15,178$501
UNILEVER PLC 10,319 -1,049 $500
     UL10,319-1,049$500
SPDR SER TR (MDYG) 6,560 +81 $496
     MDYG6,560+81$496
ISHARES INC (EEMV) 8,897 -1,023 $495
     EEMV8,897-1,023$495
ROYCE MICRO CAP TR INC 53,266 +1,184 $492
     RMT53,266+1,184$492
BARCLAYS BANK PLC 16,140 -2,920 $490
     DJP16,140-2,920$490
SEVEN HILLS REALTY TRUST 37,856 +37,856 $490
     SEVN37,856+37,856$490
Fastenal Co 7,539 -211 $488
     FAST7,539-211$488
TRAVELERS COMPANIES INC 2,563 +2,563 $488
     TRV2,563+2,563$488
THE TRADE DESK INC 6,781 +502 $488
     TTD6,781+502$488
ISHARES TR (PFF) 15,468 +1,936 $482
     PFF15,468+1,936$482
MARTIN MARIETTA MATLS INC 958 +1 $478
     MLM958+1$478
SUNOCO LP SUNOCO FIN CORP 7,960 +2,435 $477
     SUN7,960+2,435$477
ULTA BEAUTY INC 967 -28 $474
     ULTA967-28$474
Enphase Energy Inc 3,569 -6,529 $472
     ENPH3,569-6,529$472
ON Semiconductor Corp 5,625 +1,654 $470
     ON5,625+1,654$470
KKR & CO INC 5,622 +1,512 $466
     KKR5,622+1,512$466
BLEND LABS INC 182,003 +11,448 $464
     BLND182,003+11,448$464
SCHWAB STRATEGIC TR 7,484 -1,535 $464
     FNDX7,484-1,535$464
GRACO INC 5,346 +101 $464
     GGG5,346+101$464
Sarepta Therapeutics Inc 4,796 +4,796 $462
     SRPT4,796+4,796$462
Cummins Inc 1,925 -407 $461
     CMI1,925-407$461
FIRST TR EXCHANGE TRADED FD (TDIV) 7,177 +3,109 $460
     TDIV7,177+3,109$460
EXCHANGE TRADED CONCEPTS TR (ROBO) 7,920 +7,920 $454
     ROBO7,920+7,920$454
SCHWAB STRATEGIC TR 16,686 +1,978 $453
     FNDE16,686+1,978$453
Garmin Ltd 3,522 +3,522 $453
     GRMN3,522+3,522$453
SJW GROUP 6,781 UNCH $443
     SJW6,781UNCH$443
NUSHARES ETF TR (NUMG) 10,354 +6,095 $438
     NUMG10,354+6,095$438
WESCO INTL INC 2,521 +2 $438
     WCC2,521+2$438
WORTHINGTON STL INC 15,522 +15,522 $436
     WS15,522+15,522$436
INVESCO EXCHANGE TRADED FD T (PBW) 14,631 -296 $435
     PBW14,631-296$435
CORTEVA INC 9,053 -2,888 $434
     CTVA9,053-2,888$434
Motorola Solutions Inc 1,386 +507 $434
     MSI1,386+507$434
INVESCO EXCHANGE TRADED FD T (PFM) 10,875 -7,470 $434
     PFM10,875-7,470$434
Copart Inc 8,788 +872 $431
     CPRT8,788+872$431
NUSHARES ETF TR (NUMV) 13,642 +7,682 $430
     NUMV13,642+7,682$430
DELTA AIR LINES INC DEL 10,674 -1,120 $429
     DAL10,674-1,120$429
VANGUARD WORLD FDS (VFH) 4,624 -352 $427
     VFH4,624-352$427
ResMed Inc 2,448 -375 $421
     RMD2,448-375$421
GE HEALTHCARE TECHNOLOGIES I 5,424 -236 $419
     GEHC5,424-236$419
VANGUARD ADMIRAL FDS INC (IVOV) 4,808 +39 $419
     IVOV4,808+39$419
Sunrun Inc 21,364 +3,624 $419
     RUN21,364+3,624$419
ENBRIDGE INC 11,561 +1,587 $416
     ENB11,561+1,587$416
ISHARES TR (LQD) 3,757 +2,365 $416
     LQD3,757+2,365$416
ALIBABA GROUP HLDG LTD 5,314 +749 $412
     BABA5,314+749$412
INVESCO EXCHANGE TRADED FD T (PRF) 11,699 -3,842 $412
     PRF11,699-3,842$412
GSK PLC 11,091 -4,355 $411
     GSK11,091-4,355$411
ISHARES TR (IGM) 914 -37 $410
     IGM914-37$410
SABRE CORP 93,077 +75 $410
     SABR93,077+75$410
ISHARES TR (SMMD) 6,629 -2,293 $408
     SMMD6,629-2,293$408
APPLOVIN CORP 10,204 +1,840 $407
     APP10,204+1,840$407
Quest Diagnostics Inc 2,954 -533 $407
     DGX2,954-533$407
ISHARES TR (IOO) 5,050 UNCH $407
     IOO5,050UNCH$407
COOPER COS INC 1,072 +1,072 $406
     COO1,072+1,072$406
VERISK ANALYTICS INC 1,700 -254 $406
     VRSK1,700-254$406
WISDOMTREE TR 5,751 +301 $404
     DGRW5,751+301$404
OMNICOM GROUP INC 4,666 -483 $404
     OMC4,666-483$404
SHOCKWAVE MED INC 2,121 -1 $404
     SWAV2,121-1$404
VANGUARD WORLD FD (MGK) 1,548 -296 $402
     MGK1,548-296$402
GLOBAL X FDS 9,019 UNCH $402
     MLPX9,019UNCH$402
ISHARES TR (SHV) 3,635 +1,193 $400
     SHV3,635+1,193$400
MARVELL TECHNOLOGY INC 6,575 -855 $397
     MRVL6,575-855$397
OTIS WORLDWIDE CORP 4,427 +208 $396
     OTIS4,427+208$396
DIMENSIONAL ETF TRUST (DFAE) 16,342 +9,654 $394
     DFAE16,342+9,654$394
Corning Inc 12,827 -8,168 $391
     GLW12,827-8,168$391
FIDELITY COMWLTH TR 6,600 +1,003 $391
     ONEQ6,600+1,003$391
Ball Corp 6,739 -108 $388
     BALL6,739-108$388
AMERICAN AIRLS GROUP INC 28,187 +2,145 $387
     AAL28,187+2,145$387
ZIONS BANCORPORATION N A 8,831 -2,879 $387
     ZION8,831-2,879$387
PROSHARES TR (PAWZ) 7,307 -337 $385
     PAWZ7,307-337$385
INVESCO EXCH TRADED FD TR II (PIE) 19,554 UNCH $385
     PIE19,554UNCH$385
REPUBLIC SVCS INC 2,333 -161 $385
     RSG2,333-161$385
SCHWAB STRATEGIC TR 8,232 +8,232 $384
     SCHZ8,232+8,232$384
DTE ENERGY CO 3,455 +3,455 $381
     DTE3,455+3,455$381
ISHARES TR (IXJ) 4,395 +520 $381
     IXJ4,395+520$381
BAXTER INTL INC 9,727 +205 $376
     BAX9,727+205$376
ISHARES TR (IDEV) 5,890 +5,890 $375
     IDEV5,890+5,890$375
ISHARES TR (ITB) 3,665 UNCH $373
     ITB3,665UNCH$373
DEVON ENERGY CORP NEW 8,205 +527 $372
     DVN8,205+527$372
BP PLC 10,415 -758 $369
     BP10,415-758$369
SUMMIT MATLS INC 9,441 UNCH $363
     SUM9,441UNCH$363
Cameco Corp 8,407 +782 $362
     CCJ8,407+782$362
TotalEnergies SE 5,346 +5,346 $360
     TTE5,346+5,346$360
CONSTELLATION ENERGY CORP 3,028 +438 $354
     CEG3,028+438$354
LAMB WESTON HLDGS INC 3,275 +473 $354
     LW3,275+473$354
OCCIDENTAL PETE CORP 5,905 -1,155 $353
     OXY5,905-1,155$353
WILLIAMS COS INC 10,130 -718 $353
     WMB10,130-718$353
AFLAC INC 4,231 +120 $349
     AFL4,231+120$349
FIRST TR NASDAQ 100 TECH IND (QTEC) 1,979 +1,979 $347
     QTEC1,979+1,979$347
ISHARES TR (IYC) 4,568 +185 $346
     IYC4,568+185$346
PIONEER NAT RES CO 1,530 +29 $344
     PXD1,530+29$344
SNAP INC 20,263 +3,238 $343
     SNAP20,263+3,238$343
ABRDN ASIA PACIFIC INCOME FU 125,773 -950 $341
     FAX125,773-950$341
ISHARES INC (EMXC) 6,110 -269 $339
     EMXC6,110-269$339
LUMINAR TECHNOLOGIES INC 100,705 -1,650 $339
     LAZR100,705-1,650$339
SCHLUMBERGER LTD 6,523 +2,061 $339
     SLB6,523+2,061$339
VANGUARD INTL EQUITY INDEX F (VSS) 2,945 +883 $339
     VSS2,945+883$339
ISHARES TR (SCZ) 5,441 -3,527 $337
     SCZ5,441-3,527$337
DIREXION SHS ETF TR (SPXL) 3,200 UNCH $333
     SPXL3,200UNCH$333
Exelon Corp 9,244 +1,457 $332
     EXC9,244+1,457$332
Nucor Corp 1,905 +473 $332
     NUE1,905+473$332
RIO TINTO PLC 4,458 -2,171 $332
     RIO4,458-2,171$332
DEXCOM INC 2,667 -197 $331
     DXCM2,667-197$331
SPDR SER TR (HYMB) 13,098 +5,997 $331
     HYMB13,098+5,997$331
WEC ENERGY GROUP INC 3,916 +122 $330
     WEC3,916+122$330
WP CAREY INC 5,048 -636 $327
     WPC5,048-636$327
DOMINION ENERGY INC 6,885 -1,365 $324
     D6,885-1,365$324
Trane Technologies PLC 1,328 +26 $324
     TT1,328+26$324
AXON ENTERPRISE INC 1,250 +1,250 $323
     AXON1,250+1,250$323
MARSH & MCLENNAN COS INC 1,703 +387 $323
     MMC1,703+387$323
TOYOTA MOTOR CORP 1,759 -542 $322
     TM1,759-542$322
METLIFE INC 4,843 -757 $320
     MET4,843-757$320
DIAGEO PLC 2,167 -677 $316
     DEO2,167-677$316
SPDR SER TR (XME) 5,281 +5,281 $316
     XME5,281+5,281$316
WISDOMTREE TR 9,806 -509 $315
     DES9,806-509$315
SPDR SER TR (KIE) 6,928 +6,928 $313
     KIE6,928+6,928$313
BLOCK INC 4,038 +4,038 $312
     SQ4,038+4,038$312
ISHARES TR (IEI) 2,642 +775 $309
     IEI2,642+775$309
CANADIAN NAT RES LTD 4,695 +17 $308
     CNQ4,695+17$308
FIRST TR EXCH TRADED FD III (FCAL) 6,165 +6,165 $308
     FCAL6,165+6,165$308
NUSHARES ETF TR (NUSC) 7,880 +7,880 $308
     NUSC7,880+7,880$308
PUBLIC SVC ENTERPRISE GRP IN 5,042 +71 $308
     PEG5,042+71$308
PPL CORP 11,378 +1,033 $308
     PPL11,378+1,033$308
TRUIST FINL CORP 8,354 +125 $308
     TFC8,354+125$308
VANGUARD SCOTTSDALE FDS (VGIT) 5,152 +5,152 $306
     VGIT5,152+5,152$306
ISHARES TR (MTUM) 1,943 -345 $305
     MTUM1,943-345$305
INVESCO EXCH TRD SLF IDX FD 14,845 UNCH $304
     BSCP14,845UNCH$304
DIMENSIONAL ETF TRUST (DFIC) 11,838 +6,634 $302
     DFIC11,838+6,634$302
SPROTT PHYSICAL GOLD TR 18,942 -3,500 $302
     PHYS18,942-3,500$302
ISHARES TR (ICLN) 19,259 +6,598 $300
     ICLN19,259+6,598$300
PRIMERICA INC 1,457 -1,697 $300
     PRI1,457-1,697$300
MCCORMICK & CO INC 4,362 +4,362 $298
     MKC4,362+4,362$298
WALGREENS BOOTS ALLIANCE INC 11,388 +11,388 $297
     WBA11,388+11,388$297
ESSEX PPTY TR INC 1,184 -2 $294
     ESS1,184-2$294
PENSKE AUTOMOTIVE GRP INC 1,833 -2 $294
     PAG1,833-2$294
Cable One Inc 524 UNCH $292
     CABO524UNCH$292
SPDR SER TR (KBE) 6,325 +100 $291
     KBE6,325+100$291
HF SINCLAIR CORP 5,141 +5,141 $286
     DINO5,141+5,141$286
Selective Ins Group Inc 2,871 -59 $286
     SIGI2,871-59$286
COHEN & STEERS INFRASTRUCTUR 13,470 -239 $286
     UTF13,470-239$286
PACER FDS TR 5,489 +5,489 $285
     COWZ5,489+5,489$285
ISHARES TR (IGIB) 5,480 +5,480 $285
     IGIB5,480+5,480$285
PALANTIR TECHNOLOGIES INC 16,516 +3,316 $284
     PLTR16,516+3,316$284
AMERICAN CENTY ETF TR (AVDE) 4,650 +4,650 $281
     AVDE4,650+4,650$281
CARNIVAL CORP 15,172 +595 $281
     CCL15,172+595$281
WELLTOWER INC 3,104 +288 $280
     WELL3,104+288$280
ISHARES TR (INTF) 9,971 +9,971 $279
     INTF9,971+9,971$279
C3 AI INC 9,639 +644 $277
     AI9,639+644$277
DRAFTKINGS INC NEW 7,826 +720 $276
     DKNG7,826+720$276
Xencor Inc 13,000 UNCH $276
     XNCR13,000UNCH$276
FirstEnergy Corp 7,509 +134 $275
     FE7,509+134$275
PROSHARES TR (SPXE) 2,703 +2,703 $275
     SPXE2,703+2,703$275
Airbnb Inc 2,000 +160 $272
     ABNB2,000+160$272
BENTLEY SYS INC 5,212 -989 $272
     BSY5,212-989$272
MONGODB INC 665 +55 $272
     MDB665+55$272
CBRE GROUP INC 2,905 -1,512 $270
     CBRE2,905-1,512$270
ISHARES TR (IWY) 1,542 +2 $270
     IWY1,542+2$270
FLEXSHARES TR (QDF) 4,381 UNCH $270
     QDF4,381UNCH$270
TYLER TECHNOLOGIES INC 643 -32 $269
     TYL643-32$269
ISHARES INC (ACWV) 2,675 -197 $268
     ACWV2,675-197$268
GLOBE LIFE INC 2,201 -35 $268
     GL2,201-35$268
ROYAL BK CDA 2,655 -40 $268
     RY2,655-40$268
SCHWAB STRATEGIC TR 5,956 +2,964 $268
     SCHI5,956+2,964$268
VANGUARD SCOTTSDALE FDS (VTHR) 1,251 +1,251 $266
     VTHR1,251+1,251$266
WHEATON PRECIOUS METALS CORP 5,394 +9 $266
     WPM5,394+9$266
APOLLO GLOBAL MGMT INC 2,837 +300 $264
     APO2,837+300$264
SPDR SER TR (SPTL) 9,046 -7,516 $263
     SPTL9,046-7,516$263
ISHARES TR (FLOT) 5,172 +1,025 $262
     FLOT5,172+1,025$262
ISHARES TR (IXN) 3,847 +3 $262
     IXN3,847+3$262
SPDR SER TR (SPYX) 6,732 +11 $261
     SPYX6,732+11$261
ARROWHEAD PHARMACEUTICALS IN 8,500 UNCH $260
     ARWR8,500UNCH$260
Mcgrath RentCorp 2,177 -32 $260
     MGRC2,177-32$260
Fifth Third Bancorp 7,505 +7,505 $259
     FITB7,505+7,505$259
SPDR SER TR (SLYG) 3,103 +846 $259
     SLYG3,103+846$259
WASHINGTON TR BANCORP INC 7,987 +7,987 $259
     WASH7,987+7,987$259
INVESCO EXCH TRADED FD TR II (CGW) 4,875 -450 $258
     CGW4,875-450$258
CME GROUP INC 1,223 -148 $258
     CME1,223-148$258
VANGUARD SCOTTSDALE FDS (VONE) 1,188 UNCH $258
     VONE1,188UNCH$258
EATON VANCE LTD DURATION INC 26,800 UNCH $257
     EVV26,800UNCH$257
CANOO INC 1,000,000 +729,236 $257
     GOEV1,000,000+729,236$257
SANOFI 5,035 +255 $250
     SNY5,035+255$250
Halliburton Co 6,877 +110 $249
     HAL6,877+110$249
CENCORA INC 1,379 +1,379 $248
     ABC1,379+1,379$248
FORTINET INC 4,219 +4,219 $247
     FTNT4,219+4,219$247
MSCI INC 432 -51 $244
     MSCI432-51$244
CONAGRA BRANDS INC 8,488 -312 $243
     CAG8,488-312$243
VANGUARD WORLD FDS (VDC) 1,272 -333 $243
     VDC1,272-333$243
PROGRESSIVE CORP 1,517 +22 $242
     PGR1,517+22$242
WILLIS TOWERS WATSON PLC LTD 995 +4 $240
     WTW995+4$240
CRANE COMPANY 2,005 +2,005 $237
     CR2,005+2,005$237
TRUST FOR PROFESSIONAL MANAG 11,100 UNCH $235
     SPC11,100UNCH$235
ALLIANT ENERGY CORP 4,529 +4,529 $232
     LNT4,529+4,529$232
ISHARES TR (IHF) 880 -20 $231
     IHF880-20$231
MACOM TECH SOLUTIONS HLDGS I 2,490 -60 $231
     MTSI2,490-60$231
INVESCO EXCHANGE TRADED FD T (XMMO) 2,575 UNCH $231
     XMMO2,575UNCH$231
ESSENTIAL UTILS INC 6,148 -587 $230
     WTRG6,148-587$230
AMERICAN INTL GROUP INC 3,371 -27 $228
     AIG3,371-27$228
HUNTINGTON INGALLS INDS INC 879 +879 $228
     HII879+879$228
SNAP ON INC 790 +790 $228
     SNA790+790$228
BLACKROCK ENHANCED EQUITY DI 29,331 UNCH $226
     BDJ29,331UNCH$226
SBA COMMUNICATIONS CORP NEW 889 -326 $226
     SBAC889-326$226
ISHARES TR (IYM) 1,632 +1,632 $225
     IYM1,632+1,632$225
FRANCO NEV CORP 2,008 UNCH $223
     FNV2,008UNCH$223
INCYTE CORP 3,525 -7 $221
     INCY3,525-7$221
Fidelity National Financial 4,317 +4,317 $220
     FNF4,317+4,317$220
VANGUARD ADMIRAL FDS INC (VOOG) 806 +111 $218
     VOOG806+111$218
OLD REP INTL CORP 7,375 +7,375 $217
     ORI7,375+7,375$217
CANADIAN PACIFIC KANSAS CITY 2,733 -226 $216
     CP2,733-226$216
INVESCO EXCH TRADED FD TR II (RWJ) 5,184 +5,184 $215
     RWJ5,184+5,184$215
INVESCO EXCHANGE TRADED FD T (PTH) 5,466 UNCH $214
     PTH5,466UNCH$214
CREDIT ACCEP CORP MICH 400 -78 $213
     CACC400-78$213
TAKE TWO INTERACTIVE SOFTWAR 1,326 +1,326 $213
     TTWO1,326+1,326$213
TRI CONTL CORP 7,345 +7,345 $212
     TY7,345+7,345$212
VANGUARD CHARLOTTE FDS (BNDX) 4,259 -1,076 $210
     BNDX4,259-1,076$210
SAMSARA INC 6,230 +6,230 $208
     IOT6,230+6,230$208
VANGUARD WORLD FD (MGC) 1,228 -469 $208
     MGC1,228-469$208
BLOCK H & R INC 4,283 +4,283 $207
     HRB4,283+4,283$207
SOUTHWEST AIRLS CO 7,153 -15,383 $207
     LUV7,153-15,383$207
ISHARES INC (EWW) 3,031 +3,031 $206
     EWW3,031+3,031$206
Atmos Energy Corp 1,768 +1,768 $205
     ATO1,768+1,768$205
FIRST TR EXCHANGE TRADED FD (SKYY) 2,334 +2,334 $205
     SKYY2,334+2,334$205
WARNER BROS DISCOVERY INC 17,924 -11,954 $204
     WBD17,924-11,954$204
Halozyme Therapeutics Inc 5,500 -16 $203
     HALO5,500-16$203
SPDR SER TR (LGLV) 1,403 UNCH $203
     LGLV1,403UNCH$203
VANGUARD WORLD FDS (VAW) 1,063 -14 $202
     VAW1,063-14$202
VEEVA SYS INC 1,051 +1,051 $202
     VEEV1,051+1,051$202
ISHARES TR (AOA) 2,908 +36 $201
     AOA2,908+36$201
DIMENSIONAL ETF TRUST (DFIP) 4,858 -310 $201
     DFIP4,858-310$201
Darden Restaurants Inc 1,219 -314 $200
     DRI1,219-314$200
VANGUARD ADMIRAL FDS INC (IVOG) 2,040 -450 $200
     IVOG2,040-450$200
NORTHERN TR CORP 2,374 +2,374 $200
     NTRS2,374+2,374$200
EATON VANCE SHORT DURATION D 19,175 UNCH $199
     EVG19,175UNCH$199
NU SKIN ENTERPRISES INC 10,176 UNCH $198
     NUS10,176UNCH$198
VANGUARD SCOTTSDALE FDS (VONG) 2,540 +904 $198
     VONG2,540+904$198
ISHARES TR (IEF) 2,046 +2,046 $197
     IEF2,046+2,046$197
SCHWAB STRATEGIC TR 3,773 +3,773 $197
     SCHP3,773+3,773$197
DIMENSIONAL ETF TRUST (DFSD) 4,107 +4,107 $193
     DFSD4,107+4,107$193
CBRE GBL REAL ESTATE INC FD 35,249 -5,500 $191
     IGR35,249-5,500$191
SPDR SER TR (SPLB) 8,015 +159 $191
     SPLB8,015+159$191
CALAMOS CONV & HIGH INCOME F 16,487 UNCH $189
     CHY16,487UNCH$189
SIRIUS XM HOLDINGS INC 34,361 -3,581 $188
     SIRI34,361-3,581$188
FIRST TR EXCHANGE TRADED FD (CIBR) 3,405 +3,405 $183
     CIBR3,405+3,405$183
ISHARES TR (EFAV) 2,587 -1,221 $179
     EFAV2,587-1,221$179
NUVEEN CA QUALTY MUN INCOME 16,010 +2,024 $178
     NAC16,010+2,024$178
INVESCO EXCH TRADED FD TR II (XMLV) 3,288 +3,288 $175
     XMLV3,288+3,288$175
ISHARES INC (SLVP) 17,105 +163 $174
     SLVP17,105+163$174
NLIGHT INC 12,624 UNCH $170
     LASR12,624UNCH$170
Under Armour Inc 19,064 +19,064 $168
     UAA19,064+19,064$168
NUVEEN CR STRATEGIES INCOME 32,000 UNCH $167
     JQC32,000UNCH$167
PROSHARES TR (TBT) 5,450 UNCH $165
     TBT5,450UNCH$165
SPDR SER TR (SLYV) 1,956 -3 $163
     SLYV1,956-3$163
CALAMOS CONV OPPORTUNITIES & 15,500 UNCH $161
     CHI15,500UNCH$161
COHEN & STEERS CLOSED END OP 14,266 UNCH $160
     FOF14,266UNCH$160
ISHARES TR (SHY) 1,939 +145 $159
     SHY1,939+145$159
VANGUARD SCOTTSDALE FDS (VMBS) 3,403 -4,672 $158
     VMBS3,403-4,672$158
INVESCO EXCHANGE TRADED FD T (XLG) 4,171 -154 $157
     XLG4,171-154$157
ISHARES TR (USIG) 3,009 +275 $154
     USIG3,009+275$154
VANGUARD ADMIRAL FDS INC (VIOO) 1,532 UNCH $152
     VIOO1,532UNCH$152
HALEON PLC 17,894 -1,629 $147
     HLN17,894-1,629$147
SCHWAB STRATEGIC TR 4,145 +35 $145
     FNDC4,145+35$145
BLACKROCK MUNIHLDNGS CALI QL 12,859 UNCH $143
     MUC12,859UNCH$143
VANGUARD WORLD FDS (VOX) 1,203 -580 $142
     VOX1,203-580$142
ISHARES TR (IYT) 527 UNCH $138
     IYT527UNCH$138
INVESCO EXCHANGE TRADED FD T (RSPH) 4,620 +4,620 $138
     RSPH4,620+4,620$138
PROSHARES TR (SPXN) 1,333 UNCH $137
     SPXN1,333UNCH$137
VANGUARD SCOTTSDALE FDS (VTWO) 1,689 -291 $137
     VTWO1,689-291$137
INVESCO EXCHANGE TRADED FD T (PID) 7,294 +7,294 $135
     PID7,294+7,294$135
UNDER ARMOUR INC 15,920 +15,920 $133
     UA15,920+15,920$133
ISHARES TR (IAT) 3,100 +3,100 $130
     IAT3,100+3,100$130
VANGUARD BD INDEX FDS (BLV) 1,727 +1,727 $129
     BLV1,727+1,727$129
SPDR SER TR (SPBO) 4,318 +4,318 $127
     SPBO4,318+4,318$127
SPDR SER TR (XAR) 922 +922 $125
     XAR922+922$125
SPDR SER TR (EBND) 5,795 -11,852 $123
     EBND5,795-11,852$123
FIRST TR EXCHANGE TRADED FD (FXL) 958 +958 $123
     FXL958+958$123
ISHARES TR (HEFA) 3,919 +187 $123
     HEFA3,919+187$123
J P MORGAN EXCHANGE TRADED F (JEPI) 2,235 +158 $123
     JEPI2,235+158$123
GLOBAL X FDS 2,408 -1,665 $123
     LIT2,408-1,665$123
VANECK ETF TRUST (NLR) 1,700 +1,700 $122
     NLR1,700+1,700$122
DIMENSIONAL ETF TRUST (DFCF) 2,848 +2,848 $121
     DFCF2,848+2,848$121
PIMCO ETF TR (MINT) 1,212 +1,212 $121
     MINT1,212+1,212$121
INVESCO EXCHANGE TRADED FD T (PEY) 5,726 +370 $121
     PEY5,726+370$121
FIDELITY COVINGTON TRUST 1,849 +101 $120
     FHLC1,849+101$120
ISHARES TR (HYG) 1,548 +1,548 $120
     HYG1,548+1,548$120
INVESCO EXCHANGE TRADED FD T (SPGP) 1,200 +1,200 $118
     SPGP1,200+1,200$118
ISHARES INC (EWJ) 1,824 -485 $117
     EWJ1,824-485$117
Lifevantage Corp 19,449 UNCH $117
     LFVN19,449UNCH$117
ISHARES INC (RING) 4,780 +4,780 $117
     RING4,780+4,780$117
ISHARES TR (ICSH) 2,305 -7,146 $116
     ICSH2,305-7,146$116
ISHARES INC (URTH) 862 UNCH $115
     URTH862UNCH$115
ISHARES TR (IYK) 597 -743 $114
     IYK597-743$114
VANGUARD INTL EQUITY INDEX F (VNQI) 2,677 +2,677 $114
     VNQI2,677+2,677$114
FIDELITY COVINGTON TRUST 4,212 +4,212 $113
     FELV4,212+4,212$113
VANGUARD WORLD FD (VSGX) 2,026 -410 $112
     VSGX2,026-410$112
ISHARES TR (REZ) 1,490 +1,490 $110
     REZ1,490+1,490$110
ISHARES TR (CRBN) 655 +655 $108
     CRBN655+655$108
CHIMERA INVT CORP 21,449 -907 $107
     CIM21,449-907$107
ISHARES TR (KXI) 1,806 +1,806 $107
     KXI1,806+1,806$107
ISHARES TR (IYG) 589 +589 $106
     IYG589+589$106
SPDR SER TR (MDYV) 1,445 +1,445 $106
     MDYV1,445+1,445$106
VANGUARD ADMIRAL FDS INC (VOOV) 618 +618 $104
     VOOV618+618$104
FIDELITY COVINGTON TRUST 1,671 +1,671 $102
     FIDU1,671+1,671$102
SPDR SER TR (JNK) 1,078 +1,078 $102
     JNK1,078+1,078$102
Movano Inc 128,750 +128,750 $101
     MOVE128,750+128,750$101
PACER FDS TR 1,550 +1,550 $101
     PTNQ1,550+1,550$101
ARDAGH METAL PACKAGING S A 25,000 -451 $96
     AMBP25,000-451$96
LUCID GROUP INC 22,144 +763 $93
     LCID22,144+763$93
ENERGY VAULT HOLDINGS INC 40,000 -10,000 $93
     NRGV40,000-10,000$93
Globalstar Inc 40,550 UNCH $79
     GSAT40,550UNCH$79
NIOCORP DEVS LTD 21,000 UNCH $67
     NB21,000UNCH$67
URANIUM ENERGY CORP 10,000 +10,000 $64
     UEC10,000+10,000$64
ARCHER AVIATION INC 10,000 UNCH $61
     ACHR10,000UNCH$61
JETBLUE AWYS CORP 10,293 +27 $57
     JBLU10,293+27$57
PDS Biotechnology Corp 10,207 UNCH $51
     PDSB10,207UNCH$51
Opko Health Inc 30,900 UNCH $47
     OPK30,900UNCH$47
HYPERFINE INC 34,725 UNCH $39
     HYPR34,725UNCH$39
ALLOGENE THERAPEUTICS INC 10,850 UNCH $35
     ALLO10,850UNCH$35
MFS INTER INCOME TR 11,500 UNCH $31
     MIN11,500UNCH$31
DANIMER SCIENTIFIC INC 21,140 UNCH $22
     DNMR21,140UNCH$22
Vroom Inc 31,462 UNCH $19
     VRM31,462UNCH$19
American Lithium Corp 14,000 UNCH $15
     AMLI14,000UNCH$15
Vertical Aerospace Ltd 20,000 +10,000 $14
     EVTL20,000+10,000$14
Mesa Air Group Inc 10,000 +10,000 $10
     MESA10,000+10,000$10
WM TECHNOLOGY INC 10,567 +10,567 $8
     MAPS10,567+10,567$8
SUPERCOM LTD NEW 12,365 +15 $5
     SPCB12,365+15$5
CASTOR MARITIME INC 10,010 +0 $4
     CTRM10,010UNCH$4
AUTODESK INC $0 (exited)
     ADSK0-1,048$0
ALNYLAM PHARMACEUTICALS INC $0 (exited)
     ALNY0-1,177$0
ALEXANDRIA REAL ESTATE EQ IN $0 (exited)
     ARE0-2,157$0
ACTIVISION BLIZZARD INC $0 (exited)
     ATVI0-14,814$0
BHP GROUP LTD $0 (exited)
     BHP0-3,560$0
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     BSCN0-62,121$0
CF INDS HLDGS INC $0 (exited)
     CF0-2,677$0
DARLING INGREDIENTS INC $0 (exited)
     DAR0-6,864$0
DIREXION SHS ETF TR $0 (exited)
     DRN0-43,937$0
EFFECTOR THERAPEUTICS INC $0 (exited)
     EFTR0-31,000$0
EQUINIX INC $0 (exited)
     EQIX0-1,625$0
FISERV INC $0 (exited)
     FISV0-12,111$0
FMC CORP $0 (exited)
     FMC0-9,788$0
HARLEY DAVIDSON INC $0 (exited)
     HOG0-6,601$0
HORMEL FOODS CORP $0 (exited)
     HRL0-6,392$0
ISHARES TR $0 (exited)
     IBDO0-377,188$0
ISHARES TR $0 (exited)
     IBHC0-38,715$0
ISHARES TR $0 (exited)
     IBML0-15,539$0
IQVIA HLDGS INC $0 (exited)
     IQV0-1,317$0
ISHARES TR $0 (exited)
     IUSB0-2,615$0
NORDSTROM INC $0 (exited)
     JWN0-12,027$0
MODERNA INC $0 (exited)
     MRNA0-3,241$0
SPROTT PHYSICAL SILVER TR $0 (exited)
     PSLV0-15,329$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RYH0-10,900$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RYT0-54,081$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHR0-3,519$0
SEELOS THERAPEUTICS INC $0 (exited)
     SEEL0-10,000$0
SHIFT TECHNOLOGIES INC $0 (exited)
     SFT0-15,910$0
SPDR SER TR $0 (exited)
     SPHY0-5,527$0
SPDR SER TR $0 (exited)
     SPLG0-4,656$0
STMICROELECTRONICS N V $0 (exited)
     STM0-5,112$0
SSGA ACTIVE ETF TR $0 (exited)
     TOTL0-20,398$0
TYSON FOODS INC $0 (exited)
     TSN0-8,789$0
UNITED AIRLS HLDGS INC $0 (exited)
     UAL0-4,738$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VGLT0-3,747$0
VIRNETX HLDG CORP $0 (exited)
     VHC0-41,534$0
VMWARE INC $0 (exited)
     VMW0-1,676$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VONV0-2,342$0
VANGUARD MALVERN FDS $0 (exited)
     VTIP0-4,598$0
SPDR SER TR $0 (exited)
     XOP0-1,228$0
YUM CHINA HLDGS INC 0 -4,427 $0 (exited)
     YUMC0-4,427$0

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