| VOO Vanguard S&P 500 ETF | 13.30% | 212,345 | $130.0M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 9.36% | 152,428 | $91.5M | Reduce -3.8% |
| IJH iShares Core S&P Midcap ETF | 5.78% | 865,771 | $56.5M | Reduce -0.9% |
| AROW Arrow Financial Corp. | 5.37% | 1,857,332 | $52.6M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 4.59% | 377,876 | $44.9M | Reduce -1.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.44% | 784,684 | $43.4M | Reduce -1.9% |
| IDEV iShares Core MSCI Dev MKTS | 4.12% | 502,683 | $40.3M | Reduce -1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.00% | 99,968 | $29.4M | Reduce -3.2% |
| IBHF iShares Ibond 2026 HY & Inc. | 2.16% | 901,561 | $21.1M | Add +24.5% |
| NVDA Nvidia Corp. | 1.94% | 101,575 | $19.0M | Reduce -1.8% |
| MSFT Microsoft Corp. | 1.89% | 35,660 | $18.5M | Reduce -0.1% |
| AAPL Apple Inc. | 1.87% | 71,982 | $18.3M | Add +0.2% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 1.59% | 669,534 | $15.5M | Reduce -22.9% |
| IBDX iShares Ibonds Dec 2032 TC | 1.51% | 576,976 | $14.8M | Reduce -2.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.48% | 551,352 | $14.5M | Reduce -2.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.47% | 675,702 | $14.3M | Reduce -2.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.46% | 644,027 | $14.3M | Reduce -2.1% |
| IBDU iShares Ibonds Dec 2029 Term | 1.45% | 602,273 | $14.1M | Reduce -2.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.42% | 544,471 | $13.9M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 1.41% | 56,897 | $13.8M | Reduce -1.1% |
| IBDR iShares Ibonds Dec 2026 Term | 1.39% | 559,148 | $13.6M | Reduce -2.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.39% | 556,933 | $13.6M | Reduce -2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.23% | 47,362 | $12.0M | Reduce -3.6% |
| XLRE SS Real Estate Select Sector | 1.07% | 248,532 | $10.5M | Add +5.8% |
| ORCL Oracle Corp. | 0.91% | 31,531 | $8.9M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 0.88% | 39,269 | $8.6M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.84% | 26,025 | $8.2M | Reduce -1.1% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.78% | 287,632 | $7.6M | Add +19.8% |
| AGG iShares Core U.S. Aggregate | 0.67% | 64,926 | $6.5M | Reduce -0.6% |
| HD Home Depot Inc. | 0.59% | 14,293 | $5.8M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.59% | 7,794 | $5.7M | Reduce -0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.55% | 66,929 | $5.3M | Reduce -4.5% |
| APH Amphenol Corp. Class A | 0.54% | 42,291 | $5.2M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 7,398 | $4.9M | Add +1.1% |
| TLH iShares 10-20 Year Treasury | 0.50% | 47,748 | $4.9M | Reduce -13.1% |
| V Visa Inc. Class A | 0.48% | 13,859 | $4.7M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 9,192 | $4.6M | Reduce -1.2% |
| NYF iShares New York Muni Bond E | 0.47% | 86,075 | $4.6M | Reduce -0.2% |
| BLK BlackRock Inc. | 0.42% | 3,553 | $4.1M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.41% | 5,234 | $4.0M | Reduce -0.2% |
| NFLX Netflix Inc. | 0.40% | 3,258 | $3.9M | Reduce -3.1% |
| JNJ Johnson & Johnson | 0.38% | 20,129 | $3.7M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.38% | 15,701 | $3.7M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.36% | 7,461 | $3.6M | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 66,797 | $3.4M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.35% | 30,474 | $3.4M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.35% | 3,679 | $3.4M | Add +1.6% |
| WMT Walmart Inc. | 0.35% | 32,853 | $3.4M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.34% | 48,897 | $3.3M | Reduce -2.9% |
| ICE Intercontinental Exchange Inc. | 0.34% | 19,465 | $3.3M | Reduce -1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 21,997 | $3.2M | Reduce -3.5% |
| SYK Stryker Corp. | 0.32% | 8,428 | $3.1M | Reduce -3.9% |
| PG The Procter & Gamble Co. | 0.30% | 19,343 | $3.0M | Reduce -0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 24,577 | $2.8M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.29% | 11,517 | $2.8M | Reduce -0.0% |
| MCD McDonald's Corp. | 0.28% | 9,168 | $2.8M | Add +0.2% |
| AMGN Amgen Inc. | 0.28% | 9,781 | $2.8M | Reduce -2.3% |
| MS Morgan Stanley | 0.27% | 16,832 | $2.7M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 5,386 | $2.6M | Add +5.0% |
| TMUS T-Mobile US Inc. | 0.26% | 10,689 | $2.6M | Add +0.4% |
| TRV The Travelers Cos Inc. | 0.25% | 8,638 | $2.4M | Reduce -2.5% |
| XLK SS Technology Select Sector | 0.24% | 8,438 | $2.4M | Reduce -5.8% |
| ADBE Adobe Inc. | 0.24% | 6,698 | $2.4M | Reduce -1.0% |
| PANW Palo Alto Networks Inc. | 0.24% | 11,547 | $2.4M | Add +8.5% |
| ABT Abbott Laboratories | 0.24% | 17,499 | $2.3M | Reduce -3.0% |
| GD General Dynamics Corp. | 0.24% | 6,808 | $2.3M | Reduce -1.3% |
| WMB Williams Cos Inc. | 0.24% | 36,466 | $2.3M | Reduce -3.9% |
| KO The Coca-Cola Co. | 0.24% | 34,704 | $2.3M | Add +2.8% |
| HON Honeywell International Inc. | 0.23% | 10,457 | $2.2M | Add +0.5% |
| MRVL Marvell Technology Inc. | 0.21% | 24,730 | $2.1M | Add +12.7% |
| MA Mastercard Inc. Class A | 0.20% | 3,495 | $2.0M | Reduce -5.1% |
| TSLA Tesla Inc. | 0.20% | 4,423 | $2.0M | Add +0.1% |
| CMI Cummins Inc. | 0.20% | 4,653 | $2.0M | Reduce -2.6% |
| UNP Union Pacific Corp. | 0.20% | 8,125 | $1.9M | Reduce -3.8% |
| PWR Quanta Services Inc. | 0.19% | 4,448 | $1.8M | Add +2.0% |
| DHR Danaher Corp. | 0.17% | 8,406 | $1.7M | Reduce -0.2% |
| MAS Masco Corp. | 0.17% | 23,656 | $1.7M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.15% | 10,480 | $1.5M | Add +4.1% |
| YUM Yum! Brands Inc. | 0.15% | 9,633 | $1.5M | Add +1.9% |
| COP Conocophillips | 0.15% | 15,293 | $1.4M | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 0.14% | 4,036 | $1.4M | Reduce -20.1% |
| XLB SS Materials Select Sector | 0.14% | 15,351 | $1.4M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 4,867 | $1.4M | Add +4.3% |
| BND Vanguard Total Bond Market | 0.14% | 18,082 | $1.3M | Reduce -16.3% |
| IR Ingersoll-Rand Inc. | 0.14% | 16,119 | $1.3M | Add +1.3% |
| ABBV Abbvie Inc. | 0.14% | 5,724 | $1.3M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.13% | 3,967 | $1.3M | Add +33.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.13% | 3,237 | $1.3M | Reduce -2.0% |
| CVX Chevron Corp. | 0.13% | 8,068 | $1.3M | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.13% | 4,952 | $1.2M | Reduce -2.3% |
| XLF SS Financial Select Sector | 0.13% | 22,832 | $1.2M | Reduce -5.1% |
| RTX RTX Corp. | 0.13% | 7,334 | $1.2M | Add +0.8% |
| AWK American Water Works Co. Inc. | 0.12% | 8,124 | $1.1M | Add +8.7% |
| MUB iShares National Muni Bond E | 0.11% | 10,163 | $1.1M | Reduce -17.9% |
| ADP Automatic Data Processing | 0.11% | 3,578 | $1.1M | Add +24.3% |
| MINT PIMCO Enhanced Short Maturit | 0.10% | 10,073 | $1.0M | Reduce -28.4% |
| AXP American Express Co. | 0.10% | 3,009 | $999K | Add +14.2% |
| TER Teradyne Inc. | 0.10% | 7,258 | $999K | Reduce -19.3% |
| SYY Sysco Corp. | 0.10% | 11,886 | $979K | Reduce -3.9% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 3,179 | $956K | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 0.09% | 1,325 | $887K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 10,162 | $886K | Reduce -12.5% |
| D Dominion Energy Inc. | 0.09% | 14,008 | $857K | Reduce -0.6% |
| XLI SS Industrial Select Sector | 0.08% | 5,369 | $828K | Reduce -4.2% |
| XLV SS Health Care Select Sector | 0.08% | 5,887 | $819K | Reduce -9.8% |
| AEP American Electric Power | 0.08% | 7,169 | $807K | Add +32.9% |
| ECL Ecolab Inc. | 0.07% | 2,643 | $724K | Reduce -0.8% |
| MMM 3M Co. | 0.07% | 4,515 | $701K | Reduce -2.3% |
| VNQ Vanguard Real Estate ETF | 0.07% | 7,564 | $692K | No change |
| XLY SS Consumer Disc Select Sect | 0.07% | 2,821 | $676K | Reduce -9.2% |
| SNOW Snowflake Inc. | 0.07% | 2,977 | $671K | Reduce -2.6% |
| TXN Texas Instruments Inc. | 0.06% | 3,441 | $632K | Reduce -6.0% |
| NEE Nextera Energy Inc. | 0.06% | 8,324 | $628K | Reduce -6.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.06% | 24,545 | $621K | No change |
| CL Colgate-Palmolive Co. | 0.06% | 7,724 | $617K | No change |
| GLD SPDR Gold Shares | 0.06% | 1,722 | $612K | Reduce -2.0% |
| MRK Merck & Co. Inc. | 0.06% | 6,985 | $586K | Reduce -31.6% |
| SO The Southern Co. | 0.06% | 5,742 | $544K | Add +18.4% |
| INTU Intuit Inc. | 0.05% | 768 | $524K | Add +2.4% |
| EMR Emerson Electric Co. | 0.05% | 3,940 | $517K | Reduce -0.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.05% | 4,842 | $506K | No change |
| GEV GE Vernova Inc. | 0.05% | 816 | $502K | Add +1.8% |
| XLC SS Comm Select Sector SPDR | 0.05% | 4,175 | $494K | Reduce -10.5% |
| EMN Eastman Chemical Co. | 0.05% | 7,783 | $491K | Reduce -17.6% |
| WFC Wells Fargo & Co. | 0.05% | 5,714 | $479K | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 1,378 | $452K | No change |
| VZ Verizon Communications Inc. | 0.05% | 10,152 | $446K | Reduce -17.4% |
| LEN Lennar Corp. Class A | 0.05% | 3,518 | $443K | Reduce -18.8% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 4,076 | $394K | No change |
| SBUX Starbucks Corp. | 0.04% | 4,368 | $370K | Reduce -2.2% |
| NSC Norfolk Southern Corp. | 0.04% | 1,182 | $355K | New |
| AMAT Applied Materials Inc. | 0.04% | 1,685 | $345K | No change |
| LYB Lyondellbasell Indu Class A | 0.03% | 6,861 | $336K | Reduce -27.0% |
| XLE SS Energy Select Sector | 0.03% | 3,422 | $306K | Reduce -10.3% |
| PFE Pfizer Inc. | 0.03% | 11,993 | $306K | Reduce -1.8% |
| PAYX Paychex Inc. | 0.03% | 2,378 | $301K | Reduce -14.9% |
| CARR Carrier Global Corp. | 0.03% | 4,975 | $297K | Reduce -4.1% |
| INTC Intel Corp. | 0.03% | 8,605 | $289K | New |
| GS Goldman Sachs Group Inc. | 0.03% | 357 | $284K | No change |
| FISV Fiserv Inc. | 0.03% | 2,169 | $280K | Reduce -3.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 3,226 | $268K | No change |
| DLTR Dollar Tree Inc. | 0.03% | 2,815 | $266K | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.03% | 2,669 | $261K | Add +6.8% |
| XLP SS Consumer Staples Sel Sect | 0.03% | 3,327 | $261K | Reduce -9.3% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 5,545 | $250K | Reduce -16.2% |
| ETN Eaton Corp. PLC | 0.03% | 661 | $247K | Add +9.3% |
| IBMO iShares Ibonds Dec 2026 Term | 0.02% | 9,451 | $243K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 9,517 | $242K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.02% | 9,448 | $242K | No change |
| IBMN iShares Ibonds Dec 2025 Term | 0.02% | 9,006 | $241K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 2,303 | $236K | Reduce -1.1% |
| T AT&T Inc. | 0.02% | 8,266 | $233K | Reduce -16.8% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,642 | $230K | Reduce -4.5% |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 5,150 | $227K | No change |
| TD Toronto-Dominion Bank | 0.02% | 2,668 | $213K | New |
| SHW The Sherwin-Williams Co. | 0.02% | 597 | $207K | New |
| GIS General Mills Inc. | 0.02% | 4,049 | $204K | New |
| LMT Lockheed Martin Corp. | 0.02% | 408 | $204K | Reduce -22.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 10,779 | $129K | Add +2.7% |
| OPK Opko Health Inc. | 0.00% | 25,000 | $39K | New |