| MSFT Microsoft Corp. | 5.03% | 439,103 | $164.8M | Add +7.3% |
| AAPL Apple Inc. | 4.26% | 629,323 | $139.8M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 3.53% | 748,336 | $115.7M | Add +1.6% |
| NVDA Nvidia Corp. | 3.23% | 978,101 | $106.0M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 3.00% | 400,489 | $98.2M | Add +4.0% |
| AMZN Amazon.com Inc. | 2.95% | 507,891 | $96.6M | Reduce -0.7% |
| FISV Fiserv Inc. | 2.64% | 392,595 | $86.7M | Reduce -4.3% |
| PM Philip Morris International | 2.63% | 543,970 | $86.3M | Add +2.5% |
| LRCX Lam Research Corp. | 2.14% | 963,390 | $70.0M | Add +15.7% |
| KMB Kimberly-Clark Corp. | 1.96% | 452,675 | $64.4M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.90% | 523,473 | $62.3M | Add +3.5% |
| NOW ServiceNow Inc. | 1.77% | 73,051 | $58.2M | Reduce -10.7% |
| ASB Associated Banc-Corp. | 1.73% | 2,523,619 | $56.9M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.47% | 90,397 | $48.1M | Reduce -0.9% |
| RTX RTX Corp. | 1.39% | 344,795 | $45.7M | Add +0.3% |
| LLY Eli Lilly & Co. | 1.37% | 54,497 | $45.0M | Add +6.0% |
| META Meta Platforms Inc. Class A | 1.34% | 76,217 | $43.9M | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.26% | 160,187 | $41.4M | Add +13.2% |
| PG The Procter & Gamble Co. | 1.25% | 239,910 | $40.9M | Reduce -1.8% |
| MDLZ Mondelez International Inc. Class A | 1.22% | 589,291 | $40.0M | Reduce -0.8% |
| DFS Discover Financial Services | 1.20% | 230,159 | $39.3M | Reduce -1.4% |
| CI The Cigna Group | 1.17% | 116,441 | $38.3M | Reduce -1.4% |
| BSX Boston Scientific Corp. | 1.15% | 374,881 | $37.8M | Reduce -11.4% |
| SCHW Schwab (charles) Corp. | 1.14% | 476,839 | $37.3M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 1.07% | 150,020 | $35.0M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.05% | 67,270 | $34.6M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 61,070 | $34.2M | Reduce -3.9% |
| PAYC Paycom Software Inc. | 1.01% | 151,932 | $33.2M | Add +5.2% |
| MA Mastercard Inc. Class A | 0.99% | 58,972 | $32.3M | Reduce -0.6% |
| UBER Uber Technologies Inc. | 0.98% | 442,013 | $32.2M | New |
| MCD McDonald's Corp. | 0.96% | 101,033 | $31.6M | Reduce -1.6% |
| IQV Iqvia Holdings Inc. | 0.92% | 170,422 | $30.0M | Add +28.4% |
| UNH Unitedhealth Group Inc. | 0.90% | 56,263 | $29.5M | Reduce -1.0% |
| APD Air Products & Chemicals Inc. | 0.88% | 98,277 | $29.0M | Reduce -2.2% |
| BLK BlackRock Inc. | 0.85% | 29,343 | $27.8M | Reduce -0.1% |
| CVX Chevron Corp. | 0.82% | 160,692 | $26.9M | Add +2.0% |
| BSV Vanguard Short-Term Bond ETF | 0.79% | 328,988 | $25.8M | Add +12.8% |
| ETN Eaton Corp. PLC | 0.78% | 94,707 | $25.7M | Reduce -10.1% |
| JNJ Johnson & Johnson | 0.75% | 149,111 | $24.7M | Reduce -3.3% |
| AMP Ameriprise Financial Inc. | 0.71% | 48,219 | $23.3M | Reduce -0.5% |
| ALL Allstate Corp. | 0.71% | 112,294 | $23.3M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.69% | 151,351 | $22.7M | Reduce -3.7% |
| TMO Thermo Fisher Scientific Inc. | 0.69% | 45,277 | $22.5M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.64% | 89,503 | $21.1M | Reduce -2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.64% | 56,771 | $21.1M | Add +0.3% |
| NOC Northrop Grumman Corp. | 0.63% | 40,518 | $20.7M | Reduce -41.2% |
| XEL Xcel Energy Inc. | 0.63% | 291,193 | $20.6M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 102,530 | $19.9M | Add +3.7% |
| KO The Coca-Cola Co. | 0.59% | 271,785 | $19.5M | Reduce -7.5% |
| XLK SS Technology Select Sector | 0.58% | 92,432 | $19.1M | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 0.57% | 301,961 | $18.6M | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.55% | 81,029 | $18.0M | Add +9.0% |
| CAT Caterpillar Inc. | 0.53% | 52,441 | $17.3M | Reduce -2.7% |
| ABT Abbott Laboratories | 0.52% | 128,408 | $17.0M | Reduce -6.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 95,843 | $16.6M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 0.50% | 105,638 | $16.5M | Reduce -1.7% |
| MDT Medtronic PLC | 0.49% | 180,182 | $16.2M | Add +5.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 209,101 | $15.8M | Add +5.3% |
| CMI Cummins Inc. | 0.47% | 49,448 | $15.5M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 56,350 | $15.5M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 370,183 | $15.4M | Add +0.9% |
| WM Waste Management Inc. | 0.45% | 63,539 | $14.7M | Reduce -5.4% |
| SDY SS SPDR S&P Dividend ETF | 0.45% | 107,959 | $14.6M | Reduce -0.5% |
| DHR Danaher Corp. | 0.44% | 69,636 | $14.3M | Reduce -0.8% |
| CMCSA Comcast Corp. Class A | 0.42% | 376,761 | $13.9M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 0.42% | 192,917 | $13.7M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.41% | 23,965 | $13.5M | Add +1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.41% | 221,822 | $13.5M | Add +12.0% |
| BIV Vanguard Intermediate-Term B | 0.40% | 172,364 | $13.2M | Add +81.5% |
| SYY Sysco Corp. | 0.40% | 174,640 | $13.1M | Reduce -34.0% |
| IEMG iShares Core MSCI Emerging | 0.39% | 236,313 | $12.8M | Add +3.5% |
| PSX Phillips 66 | 0.39% | 102,343 | $12.6M | Reduce -3.8% |
| BND Vanguard Total Bond Market | 0.38% | 170,387 | $12.5M | Add +16.5% |
| IVE iShares S&P 500 Value ETF | 0.38% | 64,648 | $12.3M | Add +0.3% |
| WWD Woodward Inc. | 0.35% | 62,074 | $11.3M | Reduce -1.0% |
| VNQ Vanguard Real Estate ETF | 0.34% | 124,846 | $11.3M | Reduce -8.6% |
| MRK Merck & Co. Inc. | 0.33% | 119,812 | $10.8M | Reduce -17.2% |
| EFV iShares MSCI Eafe Value ETF | 0.32% | 180,360 | $10.6M | Reduce -1.2% |
| WMT Walmart Inc. | 0.32% | 119,471 | $10.5M | Reduce -10.2% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 76,780 | $9.9M | Reduce -4.7% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 156,958 | $9.2M | Add +2.1% |
| HD Home Depot Inc. | 0.28% | 24,920 | $9.1M | Reduce -0.9% |
| SO The Southern Co. | 0.27% | 97,976 | $9.0M | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.27% | 79,845 | $8.8M | Add +9.1% |
| GDX Vaneck Gold Miners ETF | 0.27% | 191,033 | $8.8M | Add +1.3% |
| SYK Stryker Corp. | 0.25% | 22,262 | $8.3M | Add +6.5% |
| SBUX Starbucks Corp. | 0.25% | 83,752 | $8.2M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 88,298 | $8.2M | Reduce -1.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 92,747 | $7.7M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.23% | 24,336 | $7.6M | Reduce -7.6% |
| ZTS Zoetis Inc. | 0.23% | 45,819 | $7.5M | Reduce -3.0% |
| IWD iShares Russell 1000 Value E | 0.23% | 39,855 | $7.5M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.22% | 34,738 | $7.4M | Reduce -13.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.22% | 60,755 | $7.3M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 15,422 | $7.2M | Add +0.5% |
| ABBV Abbvie Inc. | 0.22% | 34,043 | $7.1M | Reduce -4.6% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 139,552 | $7.1M | Add +5.7% |
| GLD SPDR Gold Shares | 0.21% | 24,058 | $6.9M | Add +6.3% |
| USB US Bancorp | 0.21% | 161,854 | $6.8M | Reduce -3.3% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 63,363 | $6.6M | Reduce -0.9% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 108,052 | $6.6M | Reduce -20.8% |
| NFLX Netflix Inc. | 0.20% | 7,034 | $6.6M | Add +15.8% |
| CL Colgate-Palmolive Co. | 0.20% | 69,408 | $6.5M | Reduce -4.5% |
| TXN Texas Instruments Inc. | 0.18% | 33,048 | $5.9M | Add +0.5% |
| SCHO Schwab Short-Term US Treas | 0.18% | 242,289 | $5.9M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.18% | 128,642 | $5.8M | Reduce -7.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 58,961 | $5.8M | Reduce -17.7% |
| TFC Truist Financial Corp. | 0.17% | 138,165 | $5.7M | Reduce -2.3% |
| EOG EOG Resources Inc. | 0.17% | 44,110 | $5.7M | Reduce -2.1% |
| IBB iShares Biotechnology ETF | 0.17% | 43,082 | $5.5M | Add +0.7% |
| PRU Prudential Financial Inc. | 0.17% | 48,445 | $5.4M | Reduce -1.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 21,964 | $5.4M | Add +30.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.16% | 33,253 | $5.3M | Add +11.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 19,829 | $5.0M | Add +14.3% |
| PFE Pfizer Inc. | 0.15% | 195,644 | $5.0M | Reduce -12.6% |
| MDY State Street SPDR S&P Midcap | 0.15% | 9,269 | $4.9M | Add +6.4% |
| ADI Analog Devices Inc. | 0.15% | 24,438 | $4.9M | Reduce -4.2% |
| ITW Illinois Tool Works | 0.15% | 19,314 | $4.8M | Reduce -8.3% |
| V Visa Inc. Class A | 0.15% | 13,588 | $4.8M | Add +8.1% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 105,026 | $4.8M | Add +19.3% |
| XLE SS Energy Select Sector | 0.14% | 50,179 | $4.7M | Reduce -4.3% |
| TMUS T-Mobile US Inc. | 0.14% | 17,203 | $4.6M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 35,276 | $4.3M | Reduce -3.3% |
| XLP SS Consumer Staples Sel Sect | 0.13% | 52,211 | $4.3M | Reduce -4.1% |
| IWF iShares Russell 1000 Growth | 0.13% | 11,549 | $4.2M | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.13% | 37,683 | $4.1M | Reduce -0.4% |
| CVS CVS Health Corp. | 0.12% | 60,265 | $4.1M | Reduce -27.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 16,007 | $4.0M | Add +0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.12% | 8,163 | $4.0M | Reduce -7.5% |
| XLY SS Consumer Disc Select Sect | 0.12% | 19,646 | $3.9M | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.12% | 52,656 | $3.8M | Add +1.6% |
| BA The Boeing Co. | 0.11% | 21,940 | $3.7M | Reduce -21.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 19,925 | $3.7M | Add +37.2% |
| VGT Vanguard Info Tech ETF | 0.11% | 6,662 | $3.6M | Reduce -1.9% |
| XLV SS Health Care Select Sector | 0.11% | 24,610 | $3.6M | Add +0.6% |
| XLF SS Financial Select Sector | 0.10% | 64,622 | $3.2M | Reduce -2.1% |
| NKE Nike Inc. Class B | 0.10% | 50,262 | $3.2M | Reduce -4.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.10% | 39,521 | $3.1M | Reduce -0.4% |
| FIS Fidelity National Info Serv | 0.09% | 41,161 | $3.1M | Add +0.7% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.09% | 115,179 | $2.9M | Reduce -2.7% |
| DOC Healthpeak Properties Inc. | 0.09% | 141,880 | $2.9M | Reduce -66.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.08% | 21,884 | $2.7M | Reduce -0.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.08% | 111,979 | $2.7M | Reduce -1.6% |
| SNDR Schneider National Inc. Class B | 0.08% | 115,055 | $2.6M | No change |
| OKE Oneok Inc. | 0.08% | 26,260 | $2.6M | Reduce -0.4% |
| XLI SS Industrial Select Sector | 0.08% | 19,811 | $2.6M | Reduce -0.9% |
| COF Capital One Financial Corp. | 0.08% | 14,151 | $2.5M | No change |
| MO Altria Group Inc. | 0.08% | 41,567 | $2.5M | Reduce -12.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.08% | 25,398 | $2.5M | Reduce -0.3% |
| WEC WEC Energy Group Inc. | 0.07% | 22,429 | $2.4M | Add +11.2% |
| IWM iShares Russell 2000 ETF | 0.07% | 12,233 | $2.4M | Add +1.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.07% | 99,326 | $2.4M | Add +3.0% |
| WDS Woodside Energy Group-ADR | 0.07% | 165,382 | $2.4M | Reduce -72.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 3 | $2.4M | No change |
| MCHP Microchip Technology Inc. | 0.07% | 49,124 | $2.4M | Reduce -4.2% |
| ADP Automatic Data Processing | 0.07% | 7,602 | $2.3M | Reduce -3.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.07% | 90,863 | $2.3M | Add +1.1% |
| COP Conocophillips | 0.07% | 21,834 | $2.3M | Reduce -0.9% |
| AMCR Amcor PLC | 0.07% | 236,260 | $2.3M | Reduce -5.9% |
| NTRS Northern Trust Corp. | 0.07% | 23,193 | $2.3M | Reduce -1.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.07% | 24,864 | $2.3M | Add +0.5% |
| DOW Dow Inc. | 0.07% | 63,060 | $2.2M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.07% | 26,672 | $2.2M | Reduce -0.0% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 17,746 | $2.2M | Add +4.4% |
| T AT&T Inc. | 0.07% | 76,536 | $2.2M | Reduce -1.9% |
| BHP BHP Group Ltd.-Spon ADR | 0.06% | 41,578 | $2.0M | Reduce -4.6% |
| VLTO Veralto Corp. | 0.06% | 20,640 | $2.0M | Reduce -1.6% |
| WY Weyerhaeuser Co. | 0.06% | 67,955 | $2.0M | Reduce -5.2% |
| IWB iShares Russell 1000 ETF | 0.06% | 6,144 | $1.9M | Add +0.3% |
| INTC Intel Corp. | 0.06% | 82,169 | $1.9M | Reduce -7.0% |
| AXP American Express Co. | 0.06% | 6,926 | $1.9M | Reduce -2.8% |
| SLV iShares Silver Trust | 0.06% | 59,407 | $1.8M | Reduce -0.4% |
| XLC SS Comm Select Sector SPDR | 0.05% | 18,424 | $1.8M | Reduce -4.6% |
| ODFL Old Dominion Freight Line | 0.05% | 10,670 | $1.8M | Reduce -2.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.05% | 74,475 | $1.7M | Add +4.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.05% | 75,864 | $1.7M | Add +1.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.05% | 79,936 | $1.7M | Add +4.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.05% | 74,764 | $1.7M | Add +2.2% |
| GIS General Mills Inc. | 0.05% | 28,308 | $1.7M | No change |
| COST Costco Wholesale Corp. | 0.05% | 1,765 | $1.7M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.05% | 6,407 | $1.7M | Add +76.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.05% | 37,688 | $1.6M | Reduce -2.4% |
| IBTH iShares Ibonds Dec 2027 Term | 0.05% | 69,719 | $1.6M | Add +4.5% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.05% | 37,995 | $1.6M | Reduce -7.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.05% | 13,474 | $1.5M | Reduce -4.4% |
| HUBB Hubbell Inc. | 0.04% | 4,430 | $1.5M | Reduce -0.3% |
| WPC WP Carey Inc. | 0.04% | 22,007 | $1.4M | No change |
| ED Consolidated Edison Inc. | 0.04% | 12,266 | $1.4M | Add +1.4% |
| ADBE Adobe Inc. | 0.04% | 3,442 | $1.3M | Reduce -0.4% |
| IBTI iShares Ibonds Dec 2028 Term | 0.04% | 59,290 | $1.3M | Add +0.3% |
| MMM 3M Co. | 0.04% | 8,693 | $1.3M | Reduce -2.2% |
| GS Goldman Sachs Group Inc. | 0.04% | 2,211 | $1.2M | Reduce -22.9% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.04% | 55,043 | $1.2M | Reduce -0.0% |
| CSX CSX Corp. | 0.04% | 40,384 | $1.2M | Add +0.9% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.04% | 12,320 | $1.2M | Reduce -1.3% |
| EPD Enterprise Products Partners | 0.03% | 32,345 | $1.1M | No change |
| DVY iShares Select Dividend ETF | 0.03% | 8,135 | $1.1M | Add +6.5% |
| XLRE SS Real Estate Select Sector | 0.03% | 24,835 | $1.0M | Add +2.1% |
| PLXS Plexus Corp. | 0.03% | 7,893 | $1.0M | Reduce -2.1% |
| DRI Darden Restaurants Inc. | 0.03% | 4,828 | $1.0M | Add +0.2% |
| PH Parker Hannifin Corp. | 0.03% | 1,616 | $982K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.03% | 7,003 | $979K | Reduce -2.6% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 4,784 | $958K | Add +0.7% |
| AME Ametek Inc. | 0.03% | 5,415 | $932K | Add +0.3% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 8,325 | $928K | Reduce -1.9% |
| IBDX iShares Ibonds Dec 2032 TC | 0.03% | 37,050 | $926K | Add +3.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.03% | 44,249 | $918K | Add +8.8% |
| AVGO Broadcom Inc. | 0.03% | 5,363 | $898K | Add +2.7% |
| XBI SS SPDR S&P Biotech ETF | 0.03% | 10,728 | $870K | Reduce -7.5% |
| FTV Fortive Corp. | 0.03% | 11,878 | $869K | Reduce -0.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.03% | 33,900 | $866K | Add +5.3% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.03% | 43,583 | $857K | Add +7.5% |
| AFL Aflac Inc. | 0.03% | 7,704 | $857K | Add +1.2% |
| NIC Nicolet Bankshares Inc. | 0.03% | 7,775 | $847K | No change |
| XLB SS Materials Select Sector | 0.02% | 9,499 | $817K | Reduce -4.3% |
| BP BP PLC-Spons ADR | 0.02% | 22,866 | $773K | Reduce -0.4% |
| WELL Welltower Inc. | 0.02% | 4,703 | $721K | Reduce -0.2% |
| TRV The Travelers Cos Inc. | 0.02% | 2,695 | $713K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 5,791 | $680K | Add +0.2% |
| TREX Trex Company Inc. | 0.02% | 11,569 | $672K | Add +1.4% |
| LNT Alliant Energy Corp. | 0.02% | 10,342 | $666K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 3,779 | $655K | New |
| SCHG Schwab US Large-Cap Growth | 0.02% | 26,063 | $653K | Reduce -4.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 12,836 | $627K | Reduce -23.8% |
| TGT Target Corp. | 0.02% | 5,962 | $622K | Reduce -6.4% |
| SCHX Schwab US Large-Cap ETF | 0.02% | 27,503 | $607K | Add +66.4% |
| KMI Kinder Morgan Inc. | 0.02% | 21,028 | $600K | Reduce -0.6% |
| O Realty Income Corp. | 0.02% | 10,252 | $595K | Add +1.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 6,175 | $578K | No change |
| DE Deere & Co. | 0.02% | 1,225 | $575K | Reduce -5.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 5,721 | $572K | Add +6.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 7,942 | $572K | Reduce -13.6% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.02% | 16,057 | $567K | Reduce -46.0% |
| DUK Duke Energy Corp. | 0.02% | 4,555 | $556K | Reduce -6.0% |
| MPC Marathon Petroleum Corp. | 0.02% | 3,708 | $540K | Reduce -0.5% |
| LMT Lockheed Martin Corp. | 0.02% | 1,198 | $535K | Add +7.6% |
| CB Chubb Ltd. | 0.02% | 1,734 | $524K | Add +3.5% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 2,413 | $505K | Reduce -6.2% |
| PAYX Paychex Inc. | 0.01% | 2,978 | $459K | Add +3.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.01% | 9,233 | $458K | New |
| DLN Wisdomtree US Largecap Divid | 0.01% | 5,756 | $457K | No change |
| NSRGY Nestle SA-Spons ADR | 0.01% | 4,502 | $455K | Reduce -20.3% |
| ACN Accenture PLC Class A | 0.01% | 1,392 | $434K | Add +3.8% |
| SCHK Schwab 1000 Index ETF | 0.01% | 15,838 | $426K | No change |
| CTAS Cintas Corp. | 0.01% | 2,060 | $423K | Reduce -0.3% |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 5,159 | $421K | Add +68.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 415 | $410K | Add +2.2% |
| IBTL iShares Ibonds Dec 2031 Term | 0.01% | 19,965 | $406K | Add +62.8% |
| ICE Intercontinental Exchange Inc. | 0.01% | 2,307 | $398K | Reduce -0.4% |
| ICLN iShares Global Clean Energy | 0.01% | 34,458 | $394K | Reduce -4.4% |
| IYW iShares Ustechnology ETF | 0.01% | 2,794 | $392K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 2,256 | $386K | New |
| PSBQ PSB Holdings Inc. filed as PSB HLDGS INC WIS | 0.01% | 14,958 | $384K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 4,483 | $381K | Add +31.2% |
| HSY The Hershey Co. | 0.01% | 2,226 | $381K | No change |
| CSL Carlisle Cos Inc. | 0.01% | 1,107 | $377K | Add +0.8% |
| KLAC KLA Corp. | 0.01% | 547 | $372K | Add +0.7% |
| MS Morgan Stanley | 0.01% | 3,097 | $361K | Add +8.3% |
| SCHV Schwab US Large-Cap Value | 0.01% | 13,446 | $357K | Reduce -0.1% |
| GLW Corning Inc. | 0.01% | 7,725 | $354K | No change |
| VCR Vanguard Consumer Discre ETF | 0.01% | 1,071 | $349K | Reduce -0.8% |
| VHT Vanguard Health Care ETF | 0.01% | 1,292 | $342K | No change |
| FAST Fastenal Co. | 0.01% | 4,398 | $341K | Reduce -1.3% |
| ROK Rockwell Automation Inc. | 0.01% | 1,314 | $340K | Reduce -3.0% |
| CNP Centerpoint Energy Inc. | 0.01% | 9,253 | $335K | No change |
| BEN Franklin Templeton Inc. | 0.01% | 17,343 | $334K | Reduce -5.5% |
| KHC The Kraft Heinz Co. | 0.01% | 10,953 | $333K | Reduce -6.6% |
| SRE Sempra | 0.01% | 4,600 | $328K | No change |
| AEP American Electric Power | 0.01% | 2,928 | $320K | Add +8.9% |
| GEV GE Vernova Inc. | 0.01% | 1,048 | $320K | Reduce -2.8% |
| RLI Rli Corp. | 0.01% | 3,975 | $319K | New |
| PFF iShares Preferred & Income S | 0.01% | 10,357 | $318K | No change |
| ECL Ecolab Inc. | 0.01% | 1,244 | $315K | Add +2.2% |
| ENB Enbridge Inc. | 0.01% | 7,066 | $313K | No change |
| MGEE Mge Energy Inc. | 0.01% | 3,360 | $312K | No change |
| AMAT Applied Materials Inc. | 0.01% | 2,144 | $311K | Add +2.2% |
| HRL Hormel Foods Corp. | 0.01% | 10,000 | $309K | No change |
| RRX Regal Rexnord Corp. | 0.01% | 2,655 | $302K | Reduce -62.9% |
| BX Blackstone Inc. | 0.01% | 2,140 | $299K | Add +1.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.01% | 3,707 | $291K | No change |
| AGG iShares Core U.S. Aggregate | 0.01% | 2,897 | $287K | New |
| HST Host Hotels & Resorts Inc. | 0.01% | 20,143 | $286K | Reduce -4.0% |
| C Citigroup Inc. | 0.01% | 4,031 | $286K | Reduce -2.3% |
| AGM.A Federal Agric MTG Corp. Class A | 0.01% | 2,000 | $286K | No change |
| ADM Archer-Daniels-Midland Co. | 0.01% | 5,938 | $285K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 61 | $281K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 4,289 | $280K | Reduce -7.7% |
| CWST Casella Waste Systems Inc. Class A | 0.01% | 2,482 | $277K | Add +18.0% |
| VXF Vanguard Extended Market ETF | 0.01% | 1,584 | $273K | Reduce -0.9% |
| GD General Dynamics Corp. | 0.01% | 976 | $266K | Add +0.3% |
| QCOM Qualcomm Inc. | 0.01% | 1,644 | $253K | Add +9.3% |
| FOUR SHIFT4 Payments Inc. Class A | 0.01% | 3,084 | $252K | Reduce -15.2% |
| INTU Intuit Inc. | 0.01% | 408 | $251K | Add +2.3% |
| TDG Transdigm Group Inc. | 0.01% | 175 | $242K | New |
| MORN Morningstar Inc. | 0.01% | 782 | $234K | Add +0.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.01% | 805 | $232K | Reduce -17.9% |
| PCTY Paylocity Holding Corp. | 0.01% | 1,207 | $226K | Add +4.5% |
| NTR Nutrien Ltd. | 0.01% | 4,535 | $225K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 2,761 | $222K | New |
| OLLI Ollie's Bargain Outlet Holdi | 0.01% | 1,904 | $222K | Add +3.5% |
| MRSH Marsh & McLennan Cos | 0.01% | 896 | $219K | New |
| VLO Valero Energy Corp. | 0.01% | 1,655 | $219K | New |
| OSK Oshkosh Corp. | 0.01% | 2,315 | $218K | No change |
| LIN Linde PLC | 0.01% | 464 | $216K | New |
| PGR Progressive Corp. | 0.01% | 755 | $214K | New |
| POOL Pool Corp. | 0.01% | 669 | $213K | Add +2.3% |
| RBC RBC Bearings Inc. | 0.01% | 653 | $210K | Reduce -20.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 813 | $209K | Reduce -2.3% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.01% | 8,075 | $208K | New |
| KAI Kadant Inc. | 0.01% | 616 | $208K | Reduce -14.6% |
| BF.B Brown-Forman Corp. Class B | 0.01% | 6,065 | $206K | Add +4.6% |
| PANW Palo Alto Networks Inc. | 0.01% | 1,184 | $202K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 1,600 | $202K | Add +0.5% |
| SCHF Schwab Intl Equity ETF | 0.01% | 10,024 | $198K | New |
| KGC Kinross Gold Corp. | 0.00% | 12,781 | $161K | New |
| CCC CCC Intelligent Solutions Ho | 0.00% | 17,298 | $156K | Add +14.7% |
| MTW Manitowoc Company Inc. | 0.00% | 17,842 | $153K | No change |
| IAG Iamgold Corp. | 0.00% | 22,686 | $142K | New |
| CERT Certara Inc. | 0.00% | 10,169 | $101K | New |
| WCUI Wellness Center USA Inc. | 0.00% | 12,500 | $1 | No change |