| IWR iShares Russell Mid-Cap ETF | 6.57% | 927,193 | $78.0M | Add +0.1% |
| IWY iShares Russell Top 200 Grow | 5.69% | 345,893 | $67.5M | Add +1.8% |
| ERIE Erie Indemnity Company Class A | 4.96% | 146,552 | $58.9M | No change |
| AAPL Apple Inc. | 3.43% | 237,717 | $40.8M | Reduce -1.4% |
| JEPI JPMorgan Equity Premium Inco | 3.38% | 692,760 | $40.1M | Reduce -5.1% |
| MSFT Microsoft Corp. | 3.04% | 85,684 | $36.0M | Reduce -3.0% |
| AVSC Avantis US Small Cap Equity | 2.00% | 453,674 | $23.8M | Add +164.6% |
| JPM JPMorgan Chase & Co. | 1.93% | 114,186 | $22.9M | Reduce -3.9% |
| AVGO Broadcom Inc. | 1.86% | 16,698 | $22.1M | Add +0.1% |
| IBTO iShares Ibonds Dec 2033 Tres | 1.77% | 867,072 | $21.1M | Add +22.6% |
| GOOGL Alphabet Inc. Class A | 1.44% | 113,077 | $17.1M | Reduce -0.2% |
| KLAC KLA Corp. | 1.39% | 23,622 | $16.5M | Reduce -3.8% |
| BSCW Invesco Bulletshares 2032 CB | 1.37% | 804,866 | $16.3M | Add +20.9% |
| BSCU Invesco Bulletshares 2030 CB | 1.36% | 988,497 | $16.2M | Add +20.6% |
| NVDA Nvidia Corp. | 1.35% | 17,716 | $16.0M | Add +18.1% |
| GLD SPDR Gold Shares | 1.29% | 74,643 | $15.4M | Reduce -15.4% |
| LOW Lowe's Cos Inc. | 1.17% | 54,584 | $13.9M | Reduce -0.3% |
| QCOM Qualcomm Inc. | 1.13% | 78,981 | $13.4M | Add +6.6% |
| MRK Merck & Co. Inc. | 1.12% | 101,073 | $13.3M | Add +0.5% |
| PEP Pepsico Inc. | 1.04% | 70,657 | $12.4M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 1.02% | 66,902 | $12.1M | Reduce -3.3% |
| BSCV Invesco Bulletshares 2031 CB | 0.93% | 686,889 | $11.1M | Add +21.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.92% | 597,486 | $10.9M | Add +21.1% |
| JNJ Johnson & Johnson | 0.89% | 66,870 | $10.6M | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 0.89% | 210,932 | $10.5M | Reduce -0.7% |
| AUB Atlantic Union Bankshares Co. | 0.83% | 278,738 | $9.8M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.78% | 79,879 | $9.3M | Add +2.8% |
| CVX Chevron Corp. | 0.78% | 58,618 | $9.2M | Reduce -10.6% |
| UNH Unitedhealth Group Inc. | 0.76% | 18,287 | $9.0M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 0.76% | 18,524 | $9.0M | Add +10.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.71% | 439,449 | $8.5M | Add +21.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.71% | 411,512 | $8.4M | Add +18.9% |
| BSCQ Invesco Bulletshares 2026 CB | 0.71% | 437,082 | $8.4M | Add +19.6% |
| ETN Eaton Corp. PLC | 0.70% | 26,457 | $8.3M | Reduce -3.7% |
| IBTE iShares Ibonds Dec 2024 Term | 0.69% | 340,929 | $8.2M | Add +23.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.68% | 212,590 | $8.1M | Add +1.7% |
| PH Parker Hannifin Corp. | 0.68% | 14,422 | $8.0M | Reduce -2.7% |
| MCD McDonald's Corp. | 0.67% | 28,250 | $8.0M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.66% | 10,109 | $7.9M | Reduce -4.8% |
| DHI D.R. Horton Inc. | 0.66% | 47,761 | $7.9M | Add +2.0% |
| ABT Abbott Laboratories | 0.65% | 68,097 | $7.7M | Reduce -3.8% |
| ADBE Adobe Inc. | 0.65% | 15,283 | $7.7M | Add +22.7% |
| HD Home Depot Inc. | 0.64% | 19,655 | $7.5M | Reduce -3.2% |
| PSX Phillips 66 | 0.62% | 45,402 | $7.4M | Reduce -3.6% |
| BKNG Booking Holdings Inc. | 0.61% | 2,002 | $7.3M | Add +9.1% |
| AXP American Express Co. | 0.61% | 31,851 | $7.3M | Reduce -4.0% |
| CVS CVS Health Corp. | 0.58% | 86,265 | $6.9M | Reduce -0.1% |
| PM Philip Morris International | 0.58% | 74,590 | $6.8M | Reduce -0.6% |
| GILD Gilead Sciences Inc. | 0.57% | 92,065 | $6.7M | Add +6.7% |
| ORCL Oracle Corp. | 0.55% | 52,382 | $6.6M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 0.53% | 13,048 | $6.3M | Add +7.6% |
| ACN Accenture PLC Class A | 0.51% | 17,521 | $6.1M | Reduce -2.9% |
| V Visa Inc. Class A | 0.51% | 21,663 | $6.0M | Add +0.8% |
| ITW Illinois Tool Works | 0.51% | 22,385 | $6.0M | Add +0.9% |
| ABBV Abbvie Inc. | 0.50% | 32,729 | $6.0M | Reduce -1.3% |
| WFC Wells Fargo & Co. | 0.48% | 98,951 | $5.7M | Add +10.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.48% | 22,632 | $5.7M | Reduce -6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 12,963 | $5.5M | Add +9.3% |
| HON Honeywell International Inc. | 0.43% | 24,854 | $5.1M | Reduce -3.2% |
| SCHD Schwab US DVD Equity ETF | 0.43% | 62,583 | $5.0M | Reduce -3.2% |
| STLD Steel Dynamics Inc. | 0.42% | 34,000 | $5.0M | No change |
| NUE Nucor Corp. | 0.41% | 24,862 | $4.9M | Add +4.0% |
| DOW Dow Inc. | 0.41% | 84,510 | $4.9M | Add +3.6% |
| MDLZ Mondelez International Inc. Class A | 0.40% | 67,903 | $4.8M | Reduce -7.7% |
| PANW Palo Alto Networks Inc. | 0.39% | 16,402 | $4.7M | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.39% | 28,273 | $4.6M | Reduce -3.1% |
| VZ Verizon Communications Inc. | 0.38% | 108,505 | $4.6M | Reduce -2.2% |
| CSX CSX Corp. | 0.37% | 117,137 | $4.3M | Add +2.4% |
| GS Goldman Sachs Group Inc. | 0.36% | 10,235 | $4.3M | Reduce -5.6% |
| COST Costco Wholesale Corp. | 0.35% | 5,660 | $4.1M | Reduce -7.4% |
| DE Deere & Co. | 0.34% | 9,750 | $4.0M | Add +61.9% |
| COP Conocophillips | 0.34% | 31,461 | $4.0M | Add +21.3% |
| MPC Marathon Petroleum Corp. | 0.33% | 19,309 | $3.9M | Add +6.0% |
| SBUX Starbucks Corp. | 0.32% | 41,335 | $3.8M | Reduce -6.6% |
| RTX RTX Corp. | 0.32% | 38,530 | $3.8M | Reduce -7.7% |
| NEE Nextera Energy Inc. | 0.30% | 55,439 | $3.5M | Reduce -9.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 33,980 | $3.4M | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 6,391 | $3.3M | Add +2.9% |
| CBRE CBRE Group Inc. Class A | 0.28% | 34,278 | $3.3M | Add +2.9% |
| LEN Lennar Corp. Class A | 0.28% | 19,300 | $3.3M | Add +7.2% |
| JPST JPMorgan Ultra-Short Income | 0.28% | 65,503 | $3.3M | Add +107.5% |
| NKE Nike Inc. Class B | 0.28% | 34,968 | $3.3M | Reduce -4.6% |
| IVV iShares Core S&P 500 ETF | 0.27% | 6,184 | $3.3M | Add +5.0% |
| CAT Caterpillar Inc. | 0.27% | 8,674 | $3.2M | Reduce -4.3% |
| BDX Becton Dickinson and Co. | 0.27% | 12,823 | $3.2M | Reduce -12.9% |
| UPS United Parcel Service Class B | 0.25% | 20,334 | $3.0M | Reduce -4.2% |
| AMP Ameriprise Financial Inc. | 0.25% | 6,862 | $3.0M | Add +7.2% |
| PXD Pioneer Natural Resources Co. | 0.25% | 11,198 | $2.9M | Reduce -1.5% |
| CDNS Cadence Design SYS Inc. | 0.25% | 9,372 | $2.9M | Add +19.2% |
| OTIS Otis Worldwide Corp. | 0.24% | 29,086 | $2.9M | Add +8.0% |
| FTNT Fortinet Inc. | 0.24% | 41,139 | $2.8M | Add +7.9% |
| MO Altria Group Inc. | 0.23% | 63,488 | $2.8M | Add +5.7% |
| CRM Salesforce Inc. | 0.23% | 9,068 | $2.7M | Reduce -2.4% |
| BSMP Invesco Bulletshares 2025 MB | 0.23% | 112,187 | $2.7M | Add +8.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 21,929 | $2.7M | Reduce -4.7% |
| BSMR Invesco Bulletshares 2027 MB | 0.22% | 112,611 | $2.7M | Add +8.3% |
| GPC Genuine Parts Co. | 0.22% | 17,016 | $2.6M | Reduce -10.4% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 4,479 | $2.6M | Reduce -2.2% |
| ODFL Old Dominion Freight Line | 0.22% | 11,714 | $2.6M | Add +11.8% |
| AZO AutoZone Inc. | 0.22% | 813 | $2.6M | Add +11.4% |
| AFL Aflac Inc. | 0.21% | 29,700 | $2.6M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.21% | 16,663 | $2.5M | Reduce -6.2% |
| PFE Pfizer Inc. | 0.21% | 89,091 | $2.5M | Reduce -39.0% |
| ADSK Autodesk Inc. | 0.20% | 9,268 | $2.4M | Add +16.8% |
| TSLA Tesla Inc. | 0.20% | 13,556 | $2.4M | No change |
| INTC Intel Corp. | 0.20% | 53,526 | $2.4M | Reduce -8.8% |
| TXN Texas Instruments Inc. | 0.20% | 13,519 | $2.4M | Reduce -3.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 5,510 | $2.3M | Add +7.5% |
| WMT Walmart Inc. | 0.19% | 37,875 | $2.3M | Reduce -6.0% |
| BSMW Invesco Bulletshares 2032 MB | 0.19% | 89,258 | $2.3M | Add +11.2% |
| NSC Norfolk Southern Corp. | 0.19% | 8,860 | $2.3M | Reduce -0.9% |
| DUK Duke Energy Corp. | 0.19% | 23,266 | $2.3M | Reduce -8.3% |
| DHR Danaher Corp. | 0.19% | 8,929 | $2.2M | Reduce -0.7% |
| APD Air Products & Chemicals Inc. | 0.18% | 9,057 | $2.2M | Reduce -18.2% |
| DFS Discover Financial Services | 0.18% | 16,653 | $2.2M | Add +10.9% |
| KO The Coca-Cola Co. | 0.18% | 35,611 | $2.2M | Reduce -0.0% |
| VLO Valero Energy Corp. | 0.18% | 12,548 | $2.1M | Add +21.0% |
| GDXJ Vaneck Junior Gold Miners | 0.18% | 53,725 | $2.1M | Reduce -3.1% |
| CP Canadian Pacific Kansas City | 0.17% | 23,492 | $2.1M | Reduce -12.8% |
| ARCC Ares Capital Corp. | 0.17% | 96,991 | $2.0M | Reduce -4.2% |
| MTD Mettler-Toledo International | 0.17% | 1,491 | $2.0M | Add +19.6% |
| GDX Vaneck Gold Miners ETF | 0.17% | 62,334 | $2.0M | Reduce -2.9% |
| HIG Hartford Insurance Group Inc. | 0.17% | 19,000 | $2.0M | Reduce -0.1% |
| MSCI MSCI Inc. | 0.16% | 3,479 | $1.9M | Reduce -21.2% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 16,964 | $1.9M | Reduce -5.2% |
| MCHP Microchip Technology Inc. | 0.16% | 21,382 | $1.9M | Reduce -1.1% |
| LHX L3HARRIS Technologies Inc. | 0.16% | 8,903 | $1.9M | No change |
| ADP Automatic Data Processing | 0.16% | 7,550 | $1.9M | Reduce -0.1% |
| EBAY eBay Inc. | 0.16% | 35,639 | $1.9M | Add +20.8% |
| CSGP Costar Group Inc. | 0.16% | 19,423 | $1.9M | Add +10.3% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 34,500 | $1.9M | Reduce -1.9% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 18,017 | $1.7M | Reduce -7.0% |
| ORI Old Republic Intl Corp. | 0.14% | 54,960 | $1.7M | No change |
| VRSK Verisk Analytics Inc. | 0.14% | 7,159 | $1.7M | Add +25.8% |
| TFC Truist Financial Corp. | 0.14% | 41,122 | $1.6M | Reduce -1.0% |
| DLR Digital Realty Trust Inc. | 0.13% | 11,113 | $1.6M | Reduce -8.9% |
| BSMO Invesco Bulletshares 2024 MB | 0.13% | 64,297 | $1.6M | Add +6.0% |
| TRV The Travelers Cos Inc. | 0.13% | 6,880 | $1.6M | Reduce -0.1% |
| LIN Linde PLC | 0.13% | 3,382 | $1.6M | Reduce -6.9% |
| BSMU Invesco Bulletshares 2030 MB | 0.13% | 70,974 | $1.6M | Add +6.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 8,208 | $1.6M | No change |
| RVT Royce Small-Cap Trust Inc. | 0.13% | 103,126 | $1.6M | Reduce -14.9% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.13% | 10,119 | $1.6M | Reduce -1.4% |
| VONG Vanguard Russell 1000 Growth | 0.13% | 17,988 | $1.6M | Add +13.7% |
| BSMQ Invesco Bulletshares 2026 MB | 0.13% | 65,903 | $1.6M | Add +6.1% |
| BSMT Invesco Bulletshares 2029 MB | 0.13% | 66,237 | $1.5M | Add +5.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 9,690 | $1.5M | Add +11.6% |
| EOG EOG Resources Inc. | 0.13% | 11,778 | $1.5M | New |
| REGN Regeneron Pharmaceuticals | 0.13% | 1,549 | $1.5M | Add +8.0% |
| AMAT Applied Materials Inc. | 0.13% | 7,202 | $1.5M | Add +8.2% |
| BITO Proshares Bitcoin ETF-Usd | 0.12% | 45,586 | $1.5M | No change |
| VRSN Verisign Inc. | 0.12% | 7,754 | $1.5M | Add +14.1% |
| GRMN Garmin Ltd. | 0.12% | 9,870 | $1.5M | New |
| CMCSA Comcast Corp. Class A | 0.12% | 33,175 | $1.4M | Reduce -8.9% |
| BLK BlackRock Finance Inc. | 0.12% | 1,695 | $1.4M | Reduce -6.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.12% | 24,084 | $1.4M | Reduce -0.2% |
| HPQ HP Inc. | 0.12% | 45,573 | $1.4M | Reduce -0.9% |
| WDAY Workday Inc. Class A | 0.11% | 4,903 | $1.3M | Add +21.8% |
| EMR Emerson Electric Co. | 0.11% | 11,706 | $1.3M | Reduce -3.6% |
| C Citigroup Inc. | 0.11% | 20,909 | $1.3M | Add +11.4% |
| ZTS Zoetis Inc. | 0.11% | 7,814 | $1.3M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.11% | 5,296 | $1.3M | Reduce -4.1% |
| GAIN Gladstone Investment Corp. | 0.11% | 90,058 | $1.3M | Reduce -2.4% |
| XRNPX Cohen & Steers REIT and Pref | 0.10% | 59,134 | $1.2M | Reduce -17.1% |
| ABNB Airbnb Inc. Class A | 0.10% | 7,455 | $1.2M | Reduce -48.2% |
| PNC PNC Financial Services Group | 0.10% | 7,531 | $1.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 4,606 | $1.2M | Reduce -11.3% |
| DFUS Dimensional US Eq MKT ETF | 0.09% | 19,356 | $1.1M | Reduce -3.6% |
| UDR Udr Inc. | 0.09% | 28,514 | $1.1M | Reduce -4.5% |
| HSY The Hershey Co. | 0.09% | 5,379 | $1.0M | Reduce -9.0% |
| MAS Masco Corp. | 0.09% | 12,796 | $1.0M | Reduce -4.1% |
| SYK Stryker Corp. | 0.08% | 2,742 | $981K | Reduce -1.2% |
| MNST Monster Beverage Corp. | 0.08% | 16,482 | $977K | No change |
| IRT Independence Realty Trust Inc. | 0.08% | 60,425 | $975K | Reduce -1.9% |
| D Dominion Energy Inc. | 0.08% | 19,776 | $973K | Reduce -8.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 17,919 | $972K | Add +1.3% |
| CCI Crown Castle Inc. | 0.08% | 9,000 | $952K | Reduce -33.8% |
| HAL Halliburton Co. | 0.08% | 23,909 | $942K | Reduce -21.0% |
| KMB Kimberly-Clark Corp. | 0.08% | 7,195 | $931K | Reduce -0.1% |
| GM General Motors Co. | 0.08% | 19,968 | $906K | Reduce -35.1% |
| IWD iShares Russell 1000 Value E | 0.07% | 4,913 | $880K | Reduce -1.4% |
| NOC Northrop Grumman Corp. | 0.07% | 1,746 | $836K | Reduce -0.9% |
| MRSH Marsh & McLennan Cos | 0.07% | 4,028 | $830K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 1,823 | $809K | Reduce -2.3% |
| ACA Arcosa Inc. | 0.07% | 9,323 | $800K | Reduce -1.4% |
| ALL Allstate Corp. | 0.07% | 4,605 | $797K | Reduce -6.6% |
| WELL Welltower Inc. | 0.07% | 8,350 | $780K | Reduce -1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 3,078 | $769K | No change |
| MET Metlife Inc. | 0.06% | 9,684 | $718K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 2,023 | $696K | Reduce -4.5% |
| XYLD Global X S&P 500 Cove Call E | 0.06% | 16,770 | $684K | Reduce -27.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 8,421 | $675K | Reduce -7.4% |
| FRST Primis Financial Corp. | 0.06% | 55,473 | $675K | No change |
| TGT Target Corp. | 0.06% | 3,767 | $668K | Reduce -57.1% |
| BX Blackstone Inc. | 0.06% | 5,010 | $658K | Reduce -1.9% |
| CMI Cummins Inc. | 0.05% | 2,207 | $650K | Reduce -1.0% |
| BN Brookfield Corp. | 0.05% | 15,121 | $633K | Reduce -9.3% |
| PFF iShares Preferred & Income S | 0.05% | 18,982 | $612K | Add +5.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 9,798 | $603K | Reduce -2.8% |
| SO The Southern Co. | 0.05% | 8,235 | $591K | Reduce -2.4% |
| AMGN Amgen Inc. | 0.05% | 1,946 | $553K | No change |
| T AT&T Inc. | 0.05% | 31,289 | $551K | Reduce -0.0% |
| ICE Intercontinental Exchange Inc. | 0.05% | 4,007 | $551K | Reduce -2.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 2,334 | $550K | Add +38.9% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 4,940 | $546K | Add +17.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 3,317 | $540K | Add +35.8% |
| TFX Teleflex Inc. | 0.04% | 2,323 | $525K | Reduce -7.2% |
| TRN Trinity Industries Inc. | 0.04% | 18,126 | $505K | Reduce -6.0% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 5,930 | $501K | No change |
| CL Colgate-Palmolive Co. | 0.04% | 5,555 | $500K | Add +8.5% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 2,932 | $497K | Add +47.3% |
| MMM 3M Co. | 0.04% | 4,587 | $487K | Add +25.0% |
| EFA iShares MSCI Eafe ETF | 0.04% | 6,001 | $479K | Reduce -14.6% |
| OSK Oshkosh Corp. | 0.04% | 3,800 | $474K | No change |
| COF Capital One Financial Corp. | 0.04% | 3,170 | $472K | No change |
| VABK Virginia National Bankshares | 0.04% | 14,902 | $449K | Add +5.9% |
| DGRO iShares Core Dividend Growth | 0.04% | 7,611 | $442K | No change |
| FSK FS KKR Capital Corp. | 0.04% | 23,147 | $441K | Add +53.3% |
| INSIGHT SELECT INCOME FUND | 0.04% | 26,632 | $439K | Add +13.0% |
| HQL Abrdn Life Sciences Investor | 0.04% | 31,303 | $427K | Reduce -10.5% |
| BSCO Invesco Bulletshares 2024 CB | 0.04% | 20,300 | $426K | Add +0.7% |
| GLW Corning Inc. | 0.04% | 12,834 | $423K | Reduce -10.8% |
| FNB FNB Corp. | 0.04% | 29,800 | $420K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.03% | 7,217 | $396K | Reduce -8.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 6,777 | $390K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.03% | 2,598 | $386K | Reduce -19.5% |
| SHEL Shell PLC-ADR | 0.03% | 5,637 | $378K | No change |
| BBN BlackRock Taxable Muni BND | 0.03% | 22,439 | $367K | Reduce -25.1% |
| XLP SS Consumer Staples Sel Sect | 0.03% | 4,778 | $365K | Add +4.1% |
| ADC Agree Realty Corp. | 0.03% | 6,360 | $363K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.03% | 17,791 | $357K | Add +44.8% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,685 | $354K | No change |
| UL Unilever PLC | 0.03% | 6,619 | $332K | No change |
| TEL Te Connectivity Ltd. | 0.03% | 2,276 | $331K | No change |
| MDT Medtronic PLC | 0.03% | 3,774 | $329K | Reduce -33.6% |
| LMT Lockheed Martin Corp. | 0.03% | 709 | $323K | Reduce -2.3% |
| XLF SS Financial Select Sector | 0.03% | 7,593 | $320K | No change |
| IBB iShares Biotechnology ETF | 0.03% | 2,314 | $318K | Reduce -85.7% |
| BP BP PLC-Spons ADR | 0.03% | 8,391 | $316K | No change |
| GD General Dynamics Corp. | 0.03% | 1,119 | $316K | No change |
| AMNB Amer Natl Bnkshs/Danville Va filed as AMERICAN NATL BANKSHARES INC | 0.03% | 6,521 | $311K | No change |
| IVE iShares S&P 500 Value ETF | 0.03% | 1,653 | $309K | No change |
| DOC Healthpeak Properties Inc. | 0.03% | 16,216 | $304K | New |
| VOO Vanguard S&P 500 ETF | 0.03% | 624 | $300K | Reduce -36.5% |
| ORLY O'reilly Automotive Inc. | 0.03% | 264 | $298K | Reduce -88.4% |
| CB Chubb Ltd. | 0.03% | 1,150 | $298K | Reduce -4.6% |
| ELV Elevance Health Inc. | 0.02% | 570 | $296K | No change |
| SPEM State Street SP PTF Em ETF | 0.02% | 8,100 | $293K | Reduce -3.2% |
| J Jacobs Solutions Inc. | 0.02% | 1,889 | $290K | Reduce -1.5% |
| AMT American Tower Corp. | 0.02% | 1,422 | $281K | Reduce -11.8% |
| XLK SS Technology Select Sector | 0.02% | 1,348 | $281K | Reduce -19.9% |
| RYLD Global X Russell 2000 Cov Class | 0.02% | 16,156 | $273K | No change |
| KMX Carmax Inc. | 0.02% | 3,132 | $273K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 5,343 | $271K | Reduce -13.4% |
| SHW The Sherwin-Williams Co. | 0.02% | 779 | $271K | No change |
| ED Consolidated Edison Inc. | 0.02% | 2,856 | $259K | Reduce -0.5% |
| K Kellanova | 0.02% | 4,505 | $258K | No change |
| GE General Electric | 0.02% | 1,452 | $255K | New |
| HQH Abrdn Healthcare Investors | 0.02% | 14,103 | $238K | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 3,201 | $238K | Reduce -17.8% |
| OEF iShares S&P 100 ETF | 0.02% | 937 | $232K | No change |
| BHK BlackRock Core Bond Trust | 0.02% | 21,136 | $228K | Add +56.3% |
| BA The Boeing Co. | 0.02% | 1,163 | $224K | Add +8.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 3,416 | $224K | Reduce -57.2% |
| TT Trane Technologies PLC | 0.02% | 745 | $224K | New |
| FTV Fortive Corp. | 0.02% | 2,588 | $223K | New |
| CARR Carrier Global Corp. | 0.02% | 3,817 | $222K | No change |
| SASR Sandy Spring Bancorp Inc. | 0.02% | 9,507 | $220K | New |
| EMN Eastman Chemical Co. | 0.02% | 2,186 | $219K | New |
| IWB iShares Russell 1000 ETF | 0.02% | 754 | $217K | New |
| FISV Fiserv Inc. | 0.02% | 1,350 | $216K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 892 | $214K | Reduce -5.3% |
| IEMG iShares Core MSCI Emerging | 0.02% | 4,052 | $209K | Add +2.1% |
| IWV iShares Russell 3000 ETF | 0.02% | 692 | $208K | New |
| ITOT iShares Core S&P Total U.S. | 0.02% | 1,800 | $208K | New |
| EDD Morgan Stanley Emrg MRK Dom | 0.00% | 10,700 | $51K | No change |