| VOO Vanguard S&P 500 ETF | 12.27% | 199,441 | $137.0M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 9.43% | 143,023 | $105.3M | Add +2.6% |
| AROW Arrow Financial Corp. | 6.83% | 1,859,963 | $76.2M | Reduce -1.0% |
| IJH iShares Core S&P Midcap ETF | 6.25% | 905,594 | $69.8M | Reduce -2.0% |
| IJR iShares Core S&P Small-Cap E | 4.80% | 361,187 | $53.6M | Reduce -6.3% |
| IDEV iShares Core MSCI Dev MKTS | 4.52% | 567,490 | $50.5M | Add +1.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.19% | 770,376 | $46.8M | Reduce -1.4% |
| IBHG iShares Ibonds 2027 HY Inc. | 2.95% | 1,491,682 | $32.9M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.15% | 297,279 | $24.0M | Reduce -3.6% |
| VOLT Tema Electrification | 1.88% | 501,273 | $21.0M | Add +8.1% |
| AAPL Apple Inc. | 1.76% | 67,740 | $19.6M | Reduce -2.1% |
| NVDA Nvidia Corp. | 1.73% | 96,535 | $19.3M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 1.64% | 51,129 | $18.3M | Reduce -3.4% |
| TLH iShares 10-20 Year Treasury | 1.58% | 176,255 | $17.7M | Add +95.3% |
| JEPI JPMorgan Equity Premium Inco | 1.56% | 307,394 | $17.4M | Add +20.1% |
| IBDX iShares Ibonds Dec 2032 TC | 1.42% | 630,882 | $15.9M | Add +2.7% |
| IBCA iShares Ibonds Dec 2035 TC | 1.41% | 615,529 | $15.8M | Add +4.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.41% | 610,058 | $15.7M | Add +3.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.39% | 741,952 | $15.5M | Add +2.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.37% | 702,825 | $15.3M | Add +2.6% |
| IBDU iShares Ibonds Dec 2029 Term | 1.36% | 655,962 | $15.2M | Add +2.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.34% | 591,506 | $14.9M | Add +2.4% |
| MSFT Microsoft Corp. | 1.20% | 35,925 | $13.4M | Add +0.6% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 1.20% | 512,414 | $13.3M | Add +16.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.82% | 30,205 | $9.2M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 0.82% | 38,354 | $9.1M | Reduce -1.8% |
| MRVL Marvell Technology Inc. | 0.71% | 26,532 | $7.9M | Reduce -6.9% |
| JPM JPMorgan Chase & Co. | 0.70% | 23,826 | $7.8M | Reduce -2.4% |
| NYM AB New York Inter Muni ETF filed as AB ACTIVE ETFS INC | 0.60% | 268,140 | $6.7M | Add +4.4% |
| APH Amphenol Corp. Class A | 0.59% | 37,494 | $6.6M | Reduce -3.6% |
| AGG iShares Core U.S. Aggregate | 0.55% | 62,177 | $6.2M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.54% | 5,633 | $6.0M | Reduce -4.8% |
| PANW Palo Alto Networks Inc. | 0.49% | 16,042 | $5.5M | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.48% | 45,479 | $5.3M | Reduce -4.1% |
| LLY Eli Lilly & Co. | 0.47% | 4,406 | $5.3M | Reduce -5.9% |
| HD Home Depot Inc. | 0.47% | 14,862 | $5.2M | Add +0.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.45% | 209,525 | $5.1M | Reduce -51.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.44% | 200,769 | $4.9M | Reduce -52.8% |
| JNJ Johnson & Johnson | 0.42% | 18,431 | $4.7M | Reduce -3.4% |
| V Visa Inc. Class A | 0.41% | 13,478 | $4.6M | Reduce -1.7% |
| ORCL Oracle Corp. | 0.41% | 31,138 | $4.6M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.41% | 8,053 | $4.5M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 9,009 | $4.5M | Reduce -1.1% |
| NYF iShares New York Muni Bond E | 0.40% | 82,875 | $4.5M | Reduce -3.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 55,641 | $4.4M | Reduce -7.9% |
| GOOG Alphabet Inc. Class C | 0.34% | 10,857 | $3.8M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.33% | 27,009 | $3.7M | Reduce -0.9% |
| BAC Bank of America Corp. | 0.31% | 60,482 | $3.4M | Reduce -3.8% |
| IBCB iShares Ibon Dec 2036 TC ETF | 0.30% | 132,068 | $3.3M | New |
| BLK BlackRock Inc. | 0.29% | 3,375 | $3.2M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.28% | 3,395 | $3.2M | Reduce -1.1% |
| WMT Walmart Inc. | 0.28% | 27,915 | $3.2M | Reduce -3.6% |
| AMGN Amgen Inc. | 0.27% | 8,441 | $3.1M | Reduce -3.4% |
| MS Morgan Stanley | 0.27% | 14,622 | $3.1M | Reduce -3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 20,146 | $3.1M | Reduce -2.0% |
| PWR Quanta Services Inc. | 0.27% | 4,130 | $3.0M | Reduce -2.8% |
| XLK SS Technology Select Sector | 0.26% | 15,117 | $2.9M | Reduce -10.2% |
| AVGO Broadcom Inc. | 0.26% | 7,598 | $2.9M | Add +20.2% |
| CRM Salesforce Inc. | 0.25% | 18,092 | $2.8M | Add +4.0% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.25% | 124,293 | $2.8M | Reduce -90.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 28,384 | $2.7M | Add +3.1% |
| PG The Procter & Gamble Co. | 0.24% | 18,182 | $2.7M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.24% | 32,587 | $2.6M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.23% | 9,690 | $2.6M | Add +2.2% |
| CMI Cummins Inc. | 0.22% | 3,494 | $2.5M | Reduce -6.6% |
| ICE Intercontinental Exchange Inc. | 0.22% | 20,130 | $2.5M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 4,885 | $2.4M | Reduce -1.1% |
| TRV The Travelers Cos Inc. | 0.22% | 7,357 | $2.4M | Reduce -5.7% |
| SYK Stryker Corp. | 0.21% | 7,482 | $2.4M | Reduce -1.2% |
| TER Teradyne Inc. | 0.21% | 4,857 | $2.4M | Reduce -14.4% |
| UNP Union Pacific Corp. | 0.20% | 8,341 | $2.3M | Reduce -1.2% |
| GD General Dynamics Corp. | 0.20% | 6,360 | $2.3M | Reduce -0.3% |
| WMB Williams Cos Inc. | 0.20% | 30,120 | $2.2M | Reduce -4.0% |
| TMUS T-Mobile US Inc. | 0.18% | 11,871 | $2.0M | Add +1.4% |
| MAS Masco Corp. | 0.17% | 23,737 | $1.9M | Add +0.7% |
| TSLA Tesla Inc. | 0.17% | 4,544 | $1.9M | Add +7.0% |
| NFLX Netflix Inc. | 0.16% | 25,620 | $1.8M | Reduce -7.2% |
| MA Mastercard Inc. Class A | 0.16% | 3,388 | $1.7M | Reduce -3.8% |
| ABT Abbott Laboratories | 0.15% | 18,770 | $1.7M | Add +1.2% |
| DHR Danaher Corp. | 0.15% | 8,586 | $1.6M | Add +1.4% |
| YUM Yum! Brands Inc. | 0.13% | 9,191 | $1.5M | Reduce -2.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.13% | 2,944 | $1.5M | Reduce -1.7% |
| XLB SS Materials Select Sector | 0.13% | 28,611 | $1.5M | Reduce -5.0% |
| ABBV Abbvie Inc. | 0.13% | 5,655 | $1.4M | Reduce -4.1% |
| ETN Eaton Corp. PLC | 0.13% | 3,334 | $1.4M | Add +26.5% |
| COP Conocophillips | 0.13% | 13,601 | $1.4M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,864 | $1.4M | Reduce -16.8% |
| RTX RTX Corp. | 0.12% | 6,799 | $1.3M | No change |
| INTC Intel Corp. | 0.11% | 8,835 | $1.2M | Reduce -0.2% |
| AMAT Applied Materials Inc. | 0.11% | 1,685 | $1.2M | No change |
| CVX Chevron Corp. | 0.11% | 7,316 | $1.2M | Reduce -0.9% |
| XLF SS Financial Select Sector | 0.11% | 22,502 | $1.2M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.11% | 8,857 | $1.2M | Reduce -2.0% |
| AEP American Electric Power | 0.11% | 8,653 | $1.2M | Add +9.1% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 3,139 | $1.2M | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 4,164 | $1.2M | No change |
| HON Honeywell International Inc. | 0.10% | 5,247 | $1.2M | Add +1.8% |
| HONA Honeywell Aerospace Inc. | 0.10% | 5,247 | $1.2M | Add +1.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 18,696 | $1.1M | Add +17.9% |
| MUB iShares National Muni Bond E | 0.10% | 10,370 | $1.1M | No change |
| AWK American Water Works Co. Inc. | 0.10% | 8,349 | $1.1M | Add +0.6% |
| TXN Texas Instruments Inc. | 0.10% | 3,559 | $1.1M | No change |
| LOW Lowe's Cos Inc. | 0.09% | 4,724 | $1.0M | Reduce -1.9% |
| BND Vanguard Total Bond Market | 0.09% | 13,739 | $1.0M | Reduce -24.2% |
| GEV GE Vernova Inc. | 0.09% | 827 | $972K | No change |
| XLI SS Industrial Select Sector | 0.09% | 5,229 | $969K | Reduce -1.7% |
| MCK McKesson Corp. | 0.09% | 1,276 | $964K | Add +13.0% |
| IVV iShares Core S&P 500 ETF | 0.09% | 1,272 | $953K | Reduce -1.1% |
| XLV SS Health Care Select Sector | 0.08% | 5,712 | $906K | Reduce -2.4% |
| D Dominion Energy Inc. | 0.08% | 13,060 | $892K | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.08% | 6,932 | $891K | Reduce -0.5% |
| SUSB iShares ESG Aware 1-5 Year U | 0.08% | 34,545 | $863K | No change |
| AXP American Express Co. | 0.08% | 2,509 | $849K | No change |
| SYY Sysco Corp. | 0.08% | 10,055 | $840K | Reduce -5.8% |
| SO The Southern Co. | 0.07% | 8,547 | $818K | Add +22.9% |
| ADP Automatic Data Processing | 0.07% | 3,397 | $761K | Reduce -0.9% |
| XLY SS Consumer Disc Select Sect | 0.06% | 5,599 | $657K | No change |
| MMM 3M Co. | 0.06% | 4,045 | $655K | Reduce -2.4% |
| UNH Unitedhealth Group Inc. | 0.06% | 1,505 | $626K | Reduce -20.8% |
| CL Colgate-Palmolive Co. | 0.05% | 6,594 | $605K | Reduce -2.1% |
| ECL Ecolab Inc. | 0.05% | 2,141 | $597K | No change |
| VNQ Vanguard Real Estate ETF | 0.05% | 6,164 | $594K | No change |
| NEE Nextera Energy Inc. | 0.05% | 6,533 | $573K | Reduce -4.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.05% | 4,792 | $570K | No change |
| SNOW Snowflake Inc. | 0.05% | 2,166 | $551K | Reduce -24.4% |
| ADBE Adobe Inc. | 0.05% | 2,532 | $519K | Reduce -41.2% |
| GLD SPDR Gold Shares | 0.04% | 1,321 | $487K | Reduce -9.3% |
| EMN Eastman Chemical Co. | 0.04% | 7,259 | $486K | Add +0.0% |
| XLC SS Comm Select Sector SPDR | 0.04% | 4,535 | $486K | Add +14.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 10,531 | $477K | Reduce -18.7% |
| IR Ingersoll-Rand Inc. | 0.04% | 5,757 | $472K | Reduce -46.5% |
| EMR Emerson Electric Co. | 0.04% | 3,197 | $458K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 4,076 | $450K | No change |
| VZ Verizon Communications Inc. | 0.04% | 10,256 | $434K | Add +14.1% |
| LYB Lyondellbasell Indu Class A | 0.04% | 7,733 | $407K | Reduce -3.0% |
| SBUX Starbucks Corp. | 0.03% | 3,804 | $389K | Reduce -1.7% |
| CARR Carrier Global Corp. | 0.03% | 4,975 | $365K | No change |
| WFC Wells Fargo & Co. | 0.03% | 4,399 | $364K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 978 | $362K | Reduce -29.0% |
| MINT PIMCO Enhanced Short Maturit | 0.03% | 3,549 | $358K | Reduce -24.0% |
| XLE SS Energy Select Sector | 0.03% | 6,242 | $332K | Reduce -1.2% |
| TD Toronto-Dominion Bank | 0.03% | 2,668 | $324K | No change |
| DLTR Dollar Tree Inc. | 0.03% | 2,405 | $291K | Reduce -13.8% |
| PFE Pfizer Inc. | 0.02% | 11,301 | $272K | Reduce -1.5% |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 5,150 | $268K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 1,696 | $268K | No change |
| NSC Norfolk Southern Corp. | 0.02% | 809 | $255K | No change |
| UBER Uber Technologies Inc. | 0.02% | 3,502 | $253K | New |
| GS Goldman Sachs Group Inc. | 0.02% | 249 | $252K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.02% | 9,451 | $242K | 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 |
| XLP SS Consumer Staples Sel Sect | 0.02% | 2,836 | $236K | Reduce -4.1% |
| DE Deere & Co. | 0.02% | 352 | $223K | New |
| BMY Bristol-Myers Squibb Co. | 0.02% | 3,765 | $217K | Reduce -13.1% |
| T AT&T Inc. | 0.02% | 10,334 | $214K | Add +26.6% |
| FDX FedEx Corp. | 0.02% | 678 | $212K | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 597 | $206K | New |
| LMT Lockheed Martin Corp. | 0.02% | 395 | $201K | Reduce -2.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 10,500 | $146K | No change |
| OPK Opko Health Inc. | 0.00% | 25,500 | $38K | Add +2.0% |
| XLRE SS Real Estate Select Sector | 0.00% | 65 | $3K | Reduce -99.2% |