| VOO Vanguard S&P 500 ETF | 12.90% | 215,686 | $122.5M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 9.20% | 158,376 | $87.4M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 5.71% | 873,652 | $54.2M | Add +0.8% |
| AROW Arrow Financial Corp. | 5.25% | 1,888,320 | $49.9M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 4.42% | 384,477 | $42.0M | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.41% | 799,564 | $41.8M | Add +0.5% |
| IDEV iShares Core MSCI Dev MKTS | 4.07% | 508,382 | $38.7M | Add +12.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.04% | 103,248 | $28.9M | Reduce -5.1% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 2.13% | 868,676 | $20.2M | Reduce -30.6% |
| MSFT Microsoft Corp. | 1.87% | 35,683 | $17.7M | Reduce -4.3% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.77% | 724,261 | $16.8M | Add +116.3% |
| NVDA Nvidia Corp. | 1.72% | 103,451 | $16.3M | Add +0.1% |
| IBDX iShares Ibonds Dec 2032 TC | 1.58% | 591,999 | $15.0M | Reduce -0.9% |
| AAPL Apple Inc. | 1.55% | 71,810 | $14.7M | Reduce -1.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.54% | 566,352 | $14.7M | Reduce -0.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.54% | 693,211 | $14.6M | Reduce -0.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.52% | 658,115 | $14.5M | Reduce -0.9% |
| IBDU iShares Ibonds Dec 2029 Term | 1.52% | 616,847 | $14.4M | Reduce -0.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.49% | 557,751 | $14.2M | Reduce -1.5% |
| IBDR iShares Ibonds Dec 2026 Term | 1.46% | 573,374 | $13.9M | Reduce -1.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.46% | 571,307 | $13.9M | Reduce -1.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.25% | 473,024 | $11.9M | Reduce -12.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.23% | 49,129 | $11.6M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 1.07% | 57,546 | $10.1M | Reduce -0.7% |
| XLRE SS Real Estate Select Sector | 1.02% | 234,787 | $9.7M | Add +82.6% |
| AMZN Amazon.com Inc. | 0.91% | 39,418 | $8.6M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.80% | 26,321 | $7.6M | Reduce -2.2% |
| ORCL Oracle Corp. | 0.75% | 32,742 | $7.2M | Reduce -8.5% |
| AGG iShares Core U.S. Aggregate | 0.68% | 65,301 | $6.5M | Reduce -2.9% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.66% | 240,155 | $6.3M | Add +61.8% |
| META Meta Platforms Inc. Class A | 0.61% | 7,825 | $5.8M | Reduce -0.8% |
| TLH iShares 10-20 Year Treasury | 0.59% | 54,946 | $5.6M | Reduce -23.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.59% | 70,060 | $5.6M | Reduce -5.3% |
| HD Home Depot Inc. | 0.55% | 14,135 | $5.2M | Add +4.8% |
| V Visa Inc. Class A | 0.52% | 14,030 | $5.0M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 9,305 | $4.5M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 7,315 | $4.5M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.47% | 3,362 | $4.5M | Reduce -4.2% |
| NYF iShares New York Muni Bond E | 0.47% | 86,275 | $4.5M | Reduce -2.7% |
| APH Amphenol Corp. Class A | 0.46% | 44,261 | $4.4M | Reduce -9.0% |
| CRM Salesforce Inc. | 0.45% | 15,826 | $4.3M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 0.43% | 5,244 | $4.1M | Add +2.0% |
| BLK BlackRock Inc. | 0.40% | 3,613 | $3.8M | Add +1.4% |
| ICE Intercontinental Exchange Inc. | 0.38% | 19,762 | $3.6M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.38% | 3,621 | $3.6M | Reduce -2.1% |
| CSCO Cisco Systems Inc. | 0.37% | 50,375 | $3.5M | Reduce -6.5% |
| SYK Stryker Corp. | 0.37% | 8,770 | $3.5M | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.36% | 31,402 | $3.4M | Reduce -4.0% |
| WMT Walmart Inc. | 0.34% | 33,386 | $3.3M | Add +1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 67,824 | $3.2M | Add +2.5% |
| JNJ Johnson & Johnson | 0.33% | 20,210 | $3.1M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.32% | 19,348 | $3.1M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 24,267 | $3.0M | Add +0.2% |
| CAT Caterpillar Inc. | 0.30% | 7,429 | $2.9M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 22,804 | $2.8M | Reduce -0.9% |
| AMGN Amgen Inc. | 0.29% | 10,009 | $2.8M | Reduce -7.5% |
| MCD McDonald's Corp. | 0.28% | 9,146 | $2.7M | Add +2.8% |
| ADBE Adobe Inc. | 0.28% | 6,765 | $2.6M | Add +8.1% |
| TMUS T-Mobile US Inc. | 0.27% | 10,650 | $2.5M | Reduce -6.5% |
| ABT Abbott Laboratories | 0.26% | 18,049 | $2.5M | Reduce -7.4% |
| HON Honeywell International Inc. | 0.26% | 10,406 | $2.4M | Add +0.8% |
| MS Morgan Stanley | 0.25% | 16,962 | $2.4M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.25% | 33,758 | $2.4M | Add +4.6% |
| WMB Williams Cos Inc. | 0.25% | 37,939 | $2.4M | Reduce -9.3% |
| TRV The Travelers Cos Inc. | 0.25% | 8,858 | $2.4M | Reduce -2.8% |
| XLK SS Technology Select Sector | 0.24% | 8,956 | $2.3M | No change |
| PANW Palo Alto Networks Inc. | 0.23% | 10,642 | $2.2M | Add +6.3% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 5,129 | $2.1M | Add +5.3% |
| MA Mastercard Inc. Class A | 0.22% | 3,682 | $2.1M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.22% | 11,522 | $2.0M | Reduce -4.3% |
| GD General Dynamics Corp. | 0.21% | 6,898 | $2.0M | Add +5.8% |
| UNP Union Pacific Corp. | 0.20% | 8,446 | $1.9M | Reduce -3.1% |
| MRVL Marvell Technology Inc. | 0.18% | 21,952 | $1.7M | Add +21.7% |
| DHR Danaher Corp. | 0.18% | 8,423 | $1.7M | Add +5.1% |
| PWR Quanta Services Inc. | 0.17% | 4,362 | $1.6M | Add +4.7% |
| BND Vanguard Total Bond Market | 0.17% | 21,614 | $1.6M | Reduce -7.6% |
| UNH Unitedhealth Group Inc. | 0.17% | 5,048 | $1.6M | Add +16.7% |
| CMI Cummins Inc. | 0.16% | 4,776 | $1.6M | Reduce -0.4% |
| MAS Masco Corp. | 0.16% | 23,737 | $1.5M | Add +5.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.15% | 3,302 | $1.5M | Reduce -2.5% |
| MINT PIMCO Enhanced Short Maturit | 0.15% | 14,076 | $1.4M | Reduce -23.4% |
| TSLA Tesla Inc. | 0.15% | 4,421 | $1.4M | Reduce -1.8% |
| YUM Yum! Brands Inc. | 0.15% | 9,449 | $1.4M | Reduce -0.5% |
| COP Conocophillips | 0.15% | 15,535 | $1.4M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 4,667 | $1.4M | Reduce -11.1% |
| XLB SS Materials Select Sector | 0.14% | 15,250 | $1.3M | Add +5.9% |
| PEP Pepsico Inc. | 0.14% | 10,063 | $1.3M | Reduce -2.6% |
| IR Ingersoll-Rand Inc. | 0.14% | 15,915 | $1.3M | Reduce -12.7% |
| MUB iShares National Muni Bond E | 0.14% | 12,378 | $1.3M | No change |
| XLF SS Financial Select Sector | 0.13% | 24,063 | $1.3M | Add +7.8% |
| CVX Chevron Corp. | 0.12% | 7,998 | $1.1M | Reduce -3.4% |
| LOW Lowe's Cos Inc. | 0.12% | 5,070 | $1.1M | Add +4.2% |
| ABBV Abbvie Inc. | 0.11% | 5,751 | $1.1M | Reduce -3.4% |
| RTX RTX Corp. | 0.11% | 7,273 | $1.1M | Reduce -2.8% |
| AWK American Water Works Co. Inc. | 0.11% | 7,472 | $1.0M | Add +9.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.10% | 11,610 | $948K | Reduce -25.6% |
| SYY Sysco Corp. | 0.10% | 12,366 | $937K | Add +0.5% |
| ADP Automatic Data Processing | 0.09% | 2,878 | $888K | No change |
| XLV SS Health Care Select Sector | 0.09% | 6,525 | $880K | No change |
| AXP American Express Co. | 0.09% | 2,634 | $840K | Reduce -1.8% |
| XLI SS Industrial Select Sector | 0.09% | 5,607 | $827K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 1,325 | $823K | Add +9.5% |
| AVGO Broadcom Inc. | 0.09% | 2,980 | $821K | New |
| MRK Merck & Co. Inc. | 0.09% | 10,217 | $809K | Add +3.5% |
| TER Teradyne Inc. | 0.09% | 8,989 | $808K | Reduce -24.2% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,119 | $803K | No change |
| D Dominion Energy Inc. | 0.08% | 14,089 | $796K | Reduce -7.4% |
| TXN Texas Instruments Inc. | 0.08% | 3,659 | $760K | Reduce -0.3% |
| ECL Ecolab Inc. | 0.08% | 2,663 | $718K | Reduce -7.0% |
| EMN Eastman Chemical Co. | 0.07% | 9,451 | $706K | Add +14.2% |
| MMM 3M Co. | 0.07% | 4,620 | $703K | Reduce -1.1% |
| CL Colgate-Palmolive Co. | 0.07% | 7,724 | $702K | Reduce -0.4% |
| SNOW Snowflake Inc. | 0.07% | 3,057 | $684K | Reduce -11.4% |
| XLY SS Consumer Disc Select Sect | 0.07% | 3,105 | $675K | No change |
| VNQ Vanguard Real Estate ETF | 0.07% | 7,564 | $674K | No change |
| NEE Nextera Energy Inc. | 0.07% | 8,924 | $620K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.07% | 24,545 | $618K | No change |
| INTU Intuit Inc. | 0.06% | 750 | $591K | No change |
| AEP American Electric Power | 0.06% | 5,393 | $560K | New |
| LYB Lyondellbasell Indu Class A | 0.06% | 9,404 | $544K | Add +5.7% |
| GLD SPDR Gold Shares | 0.06% | 1,757 | $536K | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.06% | 12,298 | $532K | Add +5.0% |
| EMR Emerson Electric Co. | 0.06% | 3,977 | $530K | Reduce -0.2% |
| XLC SS Comm Select Sector SPDR | 0.05% | 4,666 | $506K | No change |
| LEN Lennar Corp. Class A | 0.05% | 4,331 | $479K | Reduce -46.6% |
| WFC Wells Fargo & Co. | 0.05% | 5,787 | $464K | Reduce -1.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.05% | 4,842 | $462K | No change |
| SO The Southern Co. | 0.05% | 4,848 | $445K | New |
| GEV GE Vernova Inc. | 0.04% | 802 | $424K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 1,378 | $419K | No change |
| SBUX Starbucks Corp. | 0.04% | 4,468 | $409K | Reduce -2.8% |
| PAYX Paychex Inc. | 0.04% | 2,793 | $406K | Reduce -0.9% |
| FISV Fiserv Inc. | 0.04% | 2,250 | $388K | No change |
| CARR Carrier Global Corp. | 0.04% | 5,186 | $380K | Reduce -3.5% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 4,076 | $375K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.04% | 6,625 | $350K | Add +0.3% |
| XLE SS Energy Select Sector | 0.03% | 3,817 | $324K | No change |
| AMAT Applied Materials Inc. | 0.03% | 1,685 | $308K | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 6,619 | $306K | Reduce -13.4% |
| CPK Chesapeake Utilities Corp. | 0.03% | 2,480 | $298K | No change |
| XLP SS Consumer Staples Sel Sect | 0.03% | 3,668 | $297K | No change |
| PFE Pfizer Inc. | 0.03% | 12,206 | $296K | Add +0.1% |
| T AT&T Inc. | 0.03% | 9,931 | $287K | Add +5.3% |
| DLTR Dollar Tree Inc. | 0.03% | 2,840 | $281K | Reduce -1.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 3,226 | $267K | No change |
| GS Goldman Sachs Group Inc. | 0.03% | 357 | $253K | Reduce -14.4% |
| LMT Lockheed Martin Corp. | 0.03% | 525 | $243K | New |
| IBMO iShares Ibonds Dec 2026 Term | 0.03% | 9,451 | $242K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.03% | 9,517 | $241K | No change |
| IBMN iShares Ibonds Dec 2025 Term | 0.03% | 9,006 | $241K | No change |
| NGG National Grid PLC-SP ADR | 0.03% | 3,233 | $241K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.03% | 9,448 | $240K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,719 | $233K | Add +4.7% |
| UBER Uber Technologies Inc. | 0.02% | 2,500 | $233K | New |
| PYPL PayPal Holdings Inc. | 0.02% | 3,026 | $225K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 2,328 | $225K | Reduce -5.2% |
| ETN Eaton Corp. PLC | 0.02% | 605 | $216K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 5,150 | $210K | New |
| OTIS Otis Worldwide Corp. | 0.02% | 2,075 | $205K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 10,500 | $114K | No change |