| SRCE 1ST Source Corp. | 18.31% | 5,195,001 | $310.7M | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 12.24% | 575,157 | $207.7M | Reduce -1.6% |
| IWD iShares Russell 1000 Value E | 7.49% | 675,118 | $127.0M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.03% | 182,945 | $102.3M | Add +0.6% |
| SDY SS SPDR S&P Dividend ETF | 5.90% | 737,604 | $100.1M | Reduce -2.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.36% | 726,756 | $40.0M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 2.17% | 451,563 | $36.9M | Reduce -4.8% |
| AAPL Apple Inc. | 2.09% | 159,964 | $35.5M | Reduce -1.6% |
| MSFT Microsoft Corp. | 1.84% | 83,178 | $31.2M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 1.82% | 608,911 | $31.0M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 1.70% | 35,017 | $28.9M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 1.28% | 207,287 | $21.7M | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 1.24% | 105,113 | $21.0M | Reduce -1.6% |
| HON Honeywell International Inc. | 1.15% | 92,133 | $19.5M | Add +0.0% |
| MDY State Street SPDR S&P Midcap | 1.13% | 36,020 | $19.2M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.02% | 90,766 | $17.3M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 1.01% | 69,558 | $17.1M | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 270,166 | $15.8M | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 0.92% | 101,248 | $15.7M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.69% | 70,276 | $11.7M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.67% | 11,958 | $11.3M | Add +0.1% |
| PATK Patrick Industries Inc. | 0.66% | 131,650 | $11.1M | No change |
| PEP Pepsico Inc. | 0.61% | 69,069 | $10.4M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.55% | 30,144 | $9.4M | Reduce -1.5% |
| ADP Automatic Data Processing | 0.55% | 30,730 | $9.4M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.54% | 54,214 | $9.2M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.52% | 98,213 | $8.8M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 16,124 | $8.6M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.50% | 53,946 | $8.4M | Reduce -1.5% |
| AXP American Express Co. | 0.49% | 31,202 | $8.4M | Reduce -0.5% |
| FVD First Trust Value Line DVD | 0.49% | 187,521 | $8.4M | Add +1.1% |
| HD Home Depot Inc. | 0.49% | 22,663 | $8.3M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 15,972 | $7.9M | Add +0.1% |
| NVDA Nvidia Corp. | 0.46% | 72,162 | $7.8M | Reduce -11.0% |
| PANW Palo Alto Networks Inc. | 0.44% | 44,176 | $7.5M | Add +0.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.43% | 90,733 | $7.3M | Add +0.9% |
| CVX Chevron Corp. | 0.43% | 43,321 | $7.2M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 28,894 | $7.2M | Reduce -5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.42% | 58,930 | $7.2M | Reduce -0.5% |
| ALL Allstate Corp. | 0.41% | 33,965 | $7.0M | Reduce -1.6% |
| EFV iShares MSCI Eafe Value ETF | 0.41% | 119,051 | $7.0M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.41% | 58,929 | $7.0M | Reduce -3.6% |
| NSC Norfolk Southern Corp. | 0.39% | 27,894 | $6.6M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.37% | 45,412 | $6.3M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 0.36% | 11,136 | $6.1M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.34% | 27,773 | $5.8M | Reduce -1.8% |
| WMT Walmart Inc. | 0.34% | 65,549 | $5.8M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.33% | 11,284 | $5.6M | Add +0.4% |
| ABT Abbott Laboratories | 0.30% | 38,846 | $5.2M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.30% | 30,748 | $5.1M | Reduce -4.7% |
| GVI iShares Intermediate Governm | 0.30% | 48,364 | $5.1M | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.29% | 79,693 | $4.9M | Reduce -3.0% |
| AGG iShares Core U.S. Aggregate | 0.29% | 49,135 | $4.9M | Reduce -1.5% |
| COP Conocophillips | 0.28% | 44,831 | $4.7M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 45,997 | $4.5M | Reduce -0.9% |
| V Visa Inc. Class A | 0.27% | 12,924 | $4.5M | Reduce -0.5% |
| BX Blackstone Inc. | 0.27% | 32,339 | $4.5M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.26% | 15,277 | $4.4M | Add +28.3% |
| DHR Danaher Corp. | 0.25% | 20,711 | $4.2M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 97,193 | $4.1M | Add +0.8% |
| TRV The Travelers Cos Inc. | 0.23% | 14,723 | $3.9M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 85,828 | $3.9M | Add +6.8% |
| EEM iShares MSCI Emerging Market | 0.22% | 86,363 | $3.8M | Reduce -16.8% |
| MET Metlife Inc. | 0.22% | 46,047 | $3.7M | Reduce -3.6% |
| WM Waste Management Inc. | 0.22% | 15,950 | $3.7M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.22% | 23,958 | $3.7M | Reduce -0.4% |
| MMM 3M Co. | 0.22% | 24,905 | $3.7M | Add +0.5% |
| XLRE SS Real Estate Select Sector | 0.21% | 86,559 | $3.6M | Add +1.1% |
| RTX RTX Corp. | 0.20% | 25,108 | $3.3M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.19% | 5,589 | $3.2M | Add +4.6% |
| CAT Caterpillar Inc. | 0.18% | 9,303 | $3.1M | Add +0.5% |
| DE Deere & Co. | 0.18% | 6,403 | $3.0M | Reduce -0.3% |
| LKFN Lakeland Financial Corp. | 0.17% | 48,744 | $2.9M | No change |
| AEP American Electric Power | 0.17% | 26,443 | $2.9M | Reduce -1.6% |
| HCA HCA Healthcare Inc. | 0.17% | 8,345 | $2.9M | Add +0.9% |
| SBUX Starbucks Corp. | 0.17% | 28,949 | $2.8M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 0.16% | 6,175 | $2.8M | Add +0.8% |
| AWK American Water Works Co. Inc. | 0.15% | 17,826 | $2.6M | Reduce -1.8% |
| YUM Yum! Brands Inc. | 0.15% | 16,677 | $2.6M | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.15% | 8,863 | $2.6M | Reduce -1.4% |
| MCHP Microchip Technology Inc. | 0.15% | 53,427 | $2.6M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.14% | 10,212 | $2.4M | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.14% | 33,581 | $2.4M | Reduce -3.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 45,964 | $2.3M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 4,822 | $2.3M | Add +1.8% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.13% | 57,820 | $2.2M | Reduce -10.0% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 10,601 | $2.1M | Add +0.1% |
| GD General Dynamics Corp. | 0.12% | 7,735 | $2.1M | Reduce -1.3% |
| SYK Stryker Corp. | 0.12% | 5,652 | $2.1M | Add +2.0% |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 40,424 | $2.0M | Reduce -0.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 4,633 | $1.9M | Add +0.9% |
| IBB iShares Biotechnology ETF | 0.11% | 14,661 | $1.9M | Reduce -1.9% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 15,378 | $1.9M | No change |
| MS Morgan Stanley | 0.11% | 15,928 | $1.9M | Add +0.0% |
| SCHW Schwab (charles) Corp. | 0.11% | 23,563 | $1.8M | Reduce -0.3% |
| BMY Bristol-Myers Squibb Co. | 0.11% | 30,082 | $1.8M | Reduce -1.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.11% | 23,253 | $1.8M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.10% | 3,122 | $1.8M | Reduce -7.5% |
| SYY Sysco Corp. | 0.10% | 23,101 | $1.7M | Reduce -6.0% |
| FTV Fortive Corp. | 0.10% | 23,432 | $1.7M | Reduce -0.4% |
| NKE Nike Inc. Class B | 0.10% | 26,785 | $1.7M | Reduce -6.9% |
| PFE Pfizer Inc. | 0.10% | 65,713 | $1.7M | Reduce -4.7% |
| UNP Union Pacific Corp. | 0.10% | 7,009 | $1.7M | Reduce -1.2% |
| KMB Kimberly-Clark Corp. | 0.10% | 11,343 | $1.6M | Reduce -2.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 20,367 | $1.6M | Add +0.5% |
| CRM Salesforce Inc. | 0.09% | 5,839 | $1.6M | Add +6.8% |
| VZ Verizon Communications Inc. | 0.09% | 34,471 | $1.6M | Reduce -1.6% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 13,252 | $1.6M | Add +7.1% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 16,975 | $1.4M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 0.08% | 2,791 | $1.4M | Add +6.2% |
| FMAR FT Vest US Equity Buffer ETF | 0.08% | 33,913 | $1.4M | Add +0.1% |
| KO The Coca-Cola Co. | 0.08% | 19,472 | $1.4M | Add +0.2% |
| DUK Duke Energy Corp. | 0.08% | 11,232 | $1.4M | Add +0.2% |
| DD Dupont DE Nemours Inc. | 0.08% | 18,091 | $1.4M | Reduce -1.6% |
| USB US Bancorp | 0.08% | 31,433 | $1.3M | Reduce -2.1% |
| PWR Quanta Services Inc. | 0.08% | 5,198 | $1.3M | Add +67.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.07% | 1,262 | $1.2M | No change |
| CTVA Corteva Inc. | 0.07% | 19,089 | $1.2M | No change |
| MDT Medtronic PLC | 0.07% | 13,057 | $1.2M | Reduce -2.9% |
| IVW iShares S&P 500 Growth ETF | 0.07% | 12,340 | $1.1M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.07% | 2,915 | $1.1M | Add +8.1% |
| T AT&T Inc. | 0.06% | 37,359 | $1.1M | Reduce -1.6% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.06% | 27,457 | $1.1M | Reduce -0.8% |
| FISV Fiserv Inc. | 0.06% | 4,701 | $1.0M | Add +0.0% |
| PYPL PayPal Holdings Inc. | 0.06% | 15,331 | $1.0M | Add +0.7% |
| NI Nisource Inc. | 0.06% | 24,633 | $988K | Reduce -2.3% |
| NUE Nucor Corp. | 0.06% | 8,096 | $974K | Reduce -6.4% |
| JCI Johnson Controls Internation | 0.06% | 12,056 | $966K | Add +0.3% |
| CBT Cabot Corp. | 0.06% | 11,606 | $965K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.06% | 9,424 | $963K | No change |
| FNOV FT Vest US Equity Buffer ETF | 0.06% | 20,611 | $962K | No change |
| BLK BlackRock Inc. | 0.06% | 1,007 | $953K | Reduce -2.4% |
| WFC Wells Fargo & Co. | 0.06% | 13,159 | $945K | Add +0.1% |
| BP BP PLC-Spons ADR | 0.06% | 27,938 | $944K | Reduce -4.5% |
| CB Chubb Ltd. | 0.06% | 3,116 | $941K | Add +2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 4,114 | $912K | No change |
| AMGN Amgen Inc. | 0.05% | 2,923 | $911K | Reduce -2.2% |
| ENB Enbridge Inc. | 0.05% | 20,333 | $901K | Reduce -1.8% |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 10,868 | $888K | Add +4.3% |
| ITW Illinois Tool Works | 0.05% | 3,563 | $884K | Reduce -3.1% |
| MAS Masco Corp. | 0.05% | 12,507 | $870K | Add +0.6% |
| IVE iShares S&P 500 Value ETF | 0.05% | 4,495 | $857K | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.05% | 1,635 | $856K | Reduce -3.3% |
| BA The Boeing Co. | 0.05% | 4,908 | $837K | Add +10.3% |
| ZTS Zoetis Inc. | 0.05% | 5,069 | $835K | Reduce -2.6% |
| ETN Eaton Corp. PLC | 0.05% | 3,053 | $830K | Add +9.8% |
| CAH Cardinal Health Inc. | 0.05% | 5,924 | $816K | No change |
| ELV Elevance Health Inc. | 0.05% | 1,859 | $809K | Reduce -3.3% |
| CMCSA Comcast Corp. Class A | 0.05% | 21,852 | $806K | Reduce -5.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.05% | 7,095 | $803K | Reduce -5.7% |
| LHX L3HARRIS Technologies Inc. | 0.05% | 3,763 | $788K | No change |
| DJAN FT Vest U.S. Equity Deep Buf | 0.05% | 20,533 | $780K | New |
| GEV GE Vernova Inc. | 0.05% | 2,532 | $773K | Add +0.0% |
| EMR Emerson Electric Co. | 0.05% | 7,009 | $768K | Add +0.0% |
| PSX Phillips 66 | 0.04% | 6,162 | $761K | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 4,380 | $757K | Reduce -6.8% |
| EW Edwards Lifesciences Corp. | 0.04% | 10,420 | $755K | No change |
| CTS CTS Corp. | 0.04% | 18,172 | $755K | No change |
| CVS CVS Health Corp. | 0.04% | 11,089 | $751K | Reduce -10.1% |
| DOW Dow Inc. | 0.04% | 21,125 | $738K | Reduce -1.6% |
| FBT First Trust Nyse Arca Biotec | 0.04% | 4,334 | $737K | No change |
| DLR Digital Realty Trust Inc. | 0.04% | 4,918 | $705K | Add +0.7% |
| EOG EOG Resources Inc. | 0.04% | 5,303 | $680K | Reduce -0.9% |
| MPC Marathon Petroleum Corp. | 0.04% | 4,572 | $666K | Add +0.6% |
| INTU Intuit Inc. | 0.04% | 1,084 | $666K | Add +0.1% |
| INTC Intel Corp. | 0.04% | 28,654 | $651K | Reduce -3.4% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.04% | 22,500 | $637K | No change |
| XLE SS Energy Select Sector | 0.04% | 6,789 | $634K | No change |
| MUB iShares National Muni Bond E | 0.04% | 6,010 | $634K | No change |
| EBAY eBay Inc. | 0.04% | 9,227 | $625K | Reduce -0.5% |
| UPS United Parcel Service Class B | 0.04% | 5,548 | $610K | Add +2.1% |
| VLO Valero Energy Corp. | 0.03% | 4,440 | $586K | Add +2.4% |
| AMD Advanced Micro Devices | 0.03% | 5,619 | $577K | Add +14.8% |
| CARR Carrier Global Corp. | 0.03% | 8,883 | $563K | Add +0.1% |
| CMI Cummins Inc. | 0.03% | 1,771 | $555K | Reduce -4.0% |
| HBNC Horizon Bancorp Inc. | 0.03% | 36,177 | $546K | Add +0.5% |
| CI The Cigna Group | 0.03% | 1,655 | $544K | Add +0.1% |
| GLW Corning Inc. | 0.03% | 11,693 | $535K | No change |
| MRVL Marvell Technology Inc. | 0.03% | 8,645 | $532K | Reduce -0.9% |
| YUMC Yum China Holdings Inc. | 0.03% | 10,080 | $525K | No change |
| NOC Northrop Grumman Corp. | 0.03% | 1,024 | $524K | Reduce -1.2% |
| IWB iShares Russell 1000 ETF | 0.03% | 1,685 | $517K | Add +18.7% |
| AMT American Tower Corp. | 0.03% | 2,348 | $511K | Reduce -1.0% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.03% | 11,496 | $485K | New |
| ACN Accenture PLC Class A | 0.03% | 1,539 | $480K | Reduce -1.0% |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 3,802 | $479K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 2,705 | $469K | Reduce -22.3% |
| PM Philip Morris International | 0.03% | 2,938 | $466K | Reduce -1.7% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 16,669 | $466K | Add +7.1% |
| SOLV Solventum Corp. | 0.03% | 6,107 | $464K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.03% | 11,018 | $461K | Add +1.2% |
| OTIS Otis Worldwide Corp. | 0.03% | 4,348 | $449K | Reduce -1.4% |
| FDX FedEx Corp. | 0.03% | 1,819 | $443K | Reduce -1.5% |
| CTSH Cognizant Tech Solutions-A | 0.03% | 5,761 | $441K | No change |
| D Dominion Energy Inc. | 0.03% | 7,856 | $440K | Reduce -1.0% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 6,435 | $437K | Reduce -3.1% |
| CME Cme Group Inc. | 0.03% | 1,642 | $436K | Add +0.7% |
| DAPR FT Vest U.S. Equity Deep Buf | 0.03% | 11,652 | $434K | Add +75.2% |
| KEY Keycorp | 0.03% | 27,063 | $433K | Reduce -2.1% |
| TXN Texas Instruments Inc. | 0.03% | 2,406 | $432K | Reduce -1.0% |
| ET Energy Transfer LP | 0.03% | 22,994 | $427K | No change |
| KD Kyndryl Holdings Inc. | 0.03% | 13,489 | $424K | Add +0.6% |
| RSG Republic Services Inc. | 0.02% | 1,740 | $421K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.02% | 10,872 | $418K | Reduce -0.4% |
| ROK Rockwell Automation Inc. | 0.02% | 1,601 | $414K | Reduce -3.4% |
| DRI Darden Restaurants Inc. | 0.02% | 1,989 | $413K | Reduce -11.8% |
| GIS General Mills Inc. | 0.02% | 6,624 | $396K | Reduce -1.8% |
| SO The Southern Co. | 0.02% | 4,150 | $382K | Reduce -1.7% |
| LULU Lululemon Athletica Inc. | 0.02% | 1,320 | $374K | No change |
| ADI Analog Devices Inc. | 0.02% | 1,850 | $373K | Add +0.6% |
| VLTO Veralto Corp. | 0.02% | 3,697 | $360K | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.02% | 1,736 | $358K | Add +4.1% |
| HUM Humana Inc. | 0.02% | 1,351 | $357K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 653 | $357K | No change |
| PH Parker Hannifin Corp. | 0.02% | 586 | $356K | Reduce -3.3% |
| PGR Progressive Corp. | 0.02% | 1,257 | $356K | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 1,373 | $355K | Reduce -0.7% |
| ONB Old National Bancorp | 0.02% | 16,694 | $354K | Reduce -12.2% |
| MO Altria Group Inc. | 0.02% | 5,828 | $350K | Reduce -4.7% |
| AFL Aflac Inc. | 0.02% | 3,144 | $350K | No change |
| WEC WEC Energy Group Inc. | 0.02% | 3,206 | $349K | Reduce -2.5% |
| AMAT Applied Materials Inc. | 0.02% | 2,372 | $344K | Add +0.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.02% | 3,404 | $336K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.02% | 5,088 | $336K | Reduce -31.6% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.02% | 2,000 | $330K | No change |
| TFC Truist Financial Corp. | 0.02% | 7,896 | $325K | Add +2.1% |
| AIG American International Group | 0.02% | 3,693 | $321K | Reduce -0.3% |
| XLB SS Materials Select Sector | 0.02% | 3,709 | $319K | No change |
| NFLX Netflix Inc. | 0.02% | 339 | $316K | Reduce -6.3% |
| J Jacobs Solutions Inc. | 0.02% | 2,603 | $315K | No change |
| CTAS Cintas Corp. | 0.02% | 1,504 | $309K | No change |
| DMAR FT Vest US Equity Deep Buffe | 0.02% | 8,104 | $305K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 1,105 | $304K | Reduce -2.2% |
| TSLA Tesla Inc. | 0.02% | 1,144 | $296K | Add +9.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 1,583 | $295K | Reduce -0.4% |
| MCK McKesson Corp. | 0.02% | 431 | $290K | No change |
| BDX Becton Dickinson and Co. | 0.02% | 1,245 | $285K | Reduce -5.8% |
| BAX Baxter International Inc. | 0.02% | 8,214 | $281K | No change |
| ADM Archer-Daniels-Midland Co. | 0.02% | 5,845 | $281K | No change |
| FJAN FT Vest U.S. Equity Buffer E | 0.02% | 6,278 | $278K | Add +7.3% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 2,243 | $274K | No change |
| GEHC GE Healthcare Technology | 0.02% | 3,236 | $261K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 1,570 | $261K | No change |
| PNC PNC Financial Services Group | 0.01% | 1,405 | $247K | Reduce -15.1% |
| COR Cencora Inc. | 0.01% | 866 | $241K | New |
| AZO AutoZone Inc. | 0.01% | 63 | $240K | No change |
| SLV iShares Silver Trust | 0.01% | 7,500 | $232K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 614 | $228K | Add +10.2% |
| WEN The Wendy's Co. | 0.01% | 15,085 | $221K | No change |
| XLV SS Health Care Select Sector | 0.01% | 1,500 | $219K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 1,080 | $218K | No change |
| GRAL Grail Inc. | 0.01% | 8,487 | $217K | New |
| XLF SS Financial Select Sector | 0.01% | 4,321 | $215K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 3,023 | $215K | New |
| TGT Target Corp. | 0.01% | 2,051 | $214K | Reduce -2.5% |
| SRE Sempra | 0.01% | 2,932 | $209K | Reduce -1.7% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 4,450 | $208K | No change |
| FAD First Trust Multi Cap Growth | 0.01% | 1,606 | $208K | No change |
| HES Hess Corp. | 0.01% | 1,297 | $207K | New |
| MU Micron Technology Inc. | 0.01% | 2,343 | $204K | New |