| GOOGL Alphabet Inc. Class A | 6.93% | 346,058 | $108.3M | Reduce -1.8% |
| AAPL Apple Inc. | 6.57% | 378,060 | $102.8M | Reduce -2.8% |
| NVDA Nvidia Corp. | 5.69% | 476,882 | $88.9M | Add +8.9% |
| MSFT Microsoft Corp. | 5.18% | 167,441 | $81.0M | Reduce -0.4% |
| JBND JPMorgan Active Bond ETF | 5.04% | 1,456,617 | $78.8M | Add +3.8% |
| AMZN Amazon.com Inc. | 4.98% | 337,227 | $77.8M | Reduce -0.7% |
| TIP iShares Tips Bond ETF | 3.24% | 460,411 | $50.6M | Add +3.8% |
| V Visa Inc. Class A | 2.69% | 119,858 | $42.0M | Reduce -1.4% |
| KLAC KLA Corp. | 2.38% | 30,664 | $37.3M | Reduce -17.6% |
| BX Blackstone Inc. | 2.30% | 233,330 | $36.0M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 2.05% | 37,244 | $32.1M | Reduce -1.4% |
| GLD SPDR Gold Shares | 2.03% | 80,154 | $31.8M | Add +11.6% |
| JPM JPMorgan Chase & Co. | 1.97% | 95,821 | $30.9M | Add +3.5% |
| URI United Rentals Inc. | 1.87% | 36,144 | $29.3M | Add +1.1% |
| WM Waste Management Inc. | 1.86% | 132,173 | $29.0M | Reduce -1.7% |
| OMFL Invesco Russell 1000 DYN M/F | 1.78% | 455,248 | $27.8M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.59% | 83,870 | $24.8M | Reduce -0.3% |
| IAU iShares Gold Trust | 1.52% | 293,802 | $23.8M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 1.47% | 285,710 | $22.9M | Reduce -0.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.26% | 75,965 | $19.7M | Reduce -1.1% |
| ADI Analog Devices Inc. | 1.17% | 67,570 | $18.3M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 1.15% | 57,412 | $18.0M | Add +5.5% |
| DHR Danaher Corp. | 1.14% | 77,809 | $17.8M | Reduce -1.8% |
| ASML ASML Holding NV-NY Reg SHS | 1.10% | 16,121 | $17.2M | No change |
| ULTA Ulta Beauty Inc. | 1.04% | 26,881 | $16.3M | Reduce -0.6% |
| ACN Accenture PLC Class A | 1.03% | 59,868 | $16.1M | Reduce -3.3% |
| GRMN Garmin Ltd. | 1.02% | 78,788 | $16.0M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.98% | 127,390 | $15.3M | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.96% | 64,796 | $15.0M | Add +0.6% |
| VGIT Vanguard Intermediate-Term T | 0.96% | 249,236 | $14.9M | Add +7.4% |
| MAR Marriott International Class A | 0.95% | 47,681 | $14.8M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.89% | 67,196 | $13.9M | Reduce -1.0% |
| INTU Intuit Inc. | 0.82% | 19,376 | $12.8M | Add +2166.2% |
| SHW The Sherwin-Williams Co. | 0.79% | 38,192 | $12.4M | Add +2.0% |
| REG Regency Centers Corp. | 0.70% | 158,872 | $11.0M | Reduce -0.2% |
| CVX Chevron Corp. | 0.69% | 71,046 | $10.8M | Add +0.2% |
| SPGI S&P Global Inc. | 0.67% | 20,053 | $10.5M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 0.67% | 15,298 | $10.5M | Reduce -4.7% |
| AMLP Alerian MLP ETF | 0.65% | 215,274 | $10.1M | Reduce -2.6% |
| PWR Quanta Services Inc. | 0.64% | 23,626 | $10.0M | Add +6.2% |
| SCHW Schwab (charles) Corp. | 0.61% | 95,129 | $9.5M | Reduce -2.2% |
| OTIS Otis Worldwide Corp. | 0.61% | 108,400 | $9.5M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 17,768 | $8.9M | Reduce -0.0% |
| AXSM Axsome Therapeutics Inc. | 0.57% | 48,570 | $8.9M | No change |
| PTC PTC Inc. | 0.57% | 50,729 | $8.8M | Reduce -25.0% |
| WAT Waters Corp. | 0.55% | 22,797 | $8.7M | Reduce -2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 145,779 | $8.0M | Add +1.4% |
| EPD Enterprise Products Partners | 0.50% | 242,535 | $7.8M | Reduce -1.7% |
| CHD Church & Dwight Co. Inc. | 0.47% | 87,243 | $7.3M | Reduce -0.6% |
| DOV Dover Corp. | 0.46% | 36,621 | $7.1M | Reduce -0.3% |
| AZO AutoZone Inc. | 0.45% | 2,086 | $7.1M | Reduce -7.4% |
| ITW Illinois Tool Works | 0.43% | 27,001 | $6.7M | Reduce -5.7% |
| PG The Procter & Gamble Co. | 0.42% | 46,105 | $6.6M | Reduce -4.1% |
| VEEV Veeva Systems Inc. Class A | 0.35% | 24,813 | $5.5M | Reduce -14.1% |
| GBIL Goldman Sachs Access Treasur | 0.34% | 53,106 | $5.3M | Add +333.0% |
| MRK Merck & Co. Inc. | 0.29% | 42,549 | $4.5M | Reduce -11.7% |
| NVS Novartis AG-Sponsored ADR | 0.28% | 32,288 | $4.5M | Reduce -4.6% |
| PM Philip Morris International | 0.27% | 26,791 | $4.3M | Reduce -1.5% |
| ET Energy Transfer LP | 0.27% | 257,603 | $4.2M | Reduce -1.1% |
| FISV Fiserv Inc. | 0.25% | 58,753 | $3.9M | Reduce -23.3% |
| PAYX Paychex Inc. | 0.25% | 34,750 | $3.9M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.24% | 6,055 | $3.8M | Reduce -2.9% |
| PEP Pepsico Inc. | 0.24% | 26,128 | $3.7M | Reduce -18.3% |
| META Meta Platforms Inc. Class A | 0.24% | 5,569 | $3.7M | Add +1.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 7,824 | $3.5M | Reduce -1.5% |
| PSF Cohen & Steers Select Prefer | 0.22% | 168,944 | $3.4M | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 15,774 | $3.3M | Add +0.1% |
| TD Toronto-Dominion Bank | 0.21% | 34,875 | $3.3M | No change |
| EOG EOG Resources Inc. | 0.19% | 28,408 | $3.0M | Reduce -5.9% |
| AVGO Broadcom Inc. | 0.19% | 8,601 | $3.0M | Reduce -0.7% |
| ADBE Adobe Inc. | 0.19% | 8,415 | $2.9M | Reduce -81.0% |
| NVCT Nuvectis Pharma Inc. | 0.19% | 389,625 | $2.9M | Add +11.2% |
| ADP Automatic Data Processing | 0.18% | 10,671 | $2.7M | Reduce -1.3% |
| MO Altria Group Inc. | 0.18% | 47,513 | $2.7M | Reduce -8.1% |
| DCRE DBL Comm Real Est Debt | 0.17% | 52,003 | $2.7M | Reduce -6.5% |
| SYK Stryker Corp. | 0.17% | 7,563 | $2.7M | Add +0.0% |
| KO The Coca-Cola Co. | 0.16% | 36,543 | $2.6M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.16% | 2,311 | $2.5M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 3,561 | $2.4M | Reduce -10.9% |
| TRGP Targa Resources Corp. | 0.15% | 12,652 | $2.3M | No change |
| UBER Uber Technologies Inc. | 0.15% | 28,385 | $2.3M | Add +4.1% |
| ROP Roper Technologies Inc. | 0.15% | 5,122 | $2.3M | Reduce -21.7% |
| BIDU Baidu Inc. - Spon ADR | 0.15% | 17,397 | $2.3M | Add +37.6% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.14% | 34,333 | $2.2M | New |
| HCI Hci Group Inc. | 0.14% | 11,337 | $2.2M | No change |
| GDX Vaneck Gold Miners ETF | 0.14% | 24,914 | $2.1M | Add +47.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.13% | 17,617 | $2.0M | No change |
| GBCI Glacier Bancorp Inc. | 0.12% | 44,080 | $1.9M | Add +1.4% |
| APO Apollo Global Management Inc. | 0.12% | 13,180 | $1.9M | No change |
| ABBV Abbvie Inc. | 0.11% | 7,649 | $1.7M | Reduce -3.4% |
| SLV iShares Silver Trust | 0.11% | 26,846 | $1.7M | Add +101.1% |
| EMR Emerson Electric Co. | 0.11% | 12,850 | $1.7M | Add +1.7% |
| GXO Gxo Logistics Inc. | 0.11% | 31,857 | $1.7M | Add +4.3% |
| BLK BlackRock Inc. | 0.10% | 1,526 | $1.6M | Add +6.6% |
| PLD Prologis Inc. | 0.10% | 12,123 | $1.5M | Reduce -20.9% |
| FAST Fastenal Co. | 0.09% | 36,169 | $1.5M | Reduce -5.3% |
| LINE Lineage Inc. | 0.09% | 41,193 | $1.4M | New |
| SIL Global X Silver Miners ETF | 0.09% | 17,175 | $1.4M | Add +96.3% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 2,382 | $1.4M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.09% | 20,206 | $1.4M | Reduce -29.4% |
| IWM iShares Russell 2000 ETF | 0.09% | 5,517 | $1.4M | No change |
| VEA Vanguard Ftse Developed ETF | 0.08% | 20,835 | $1.3M | Add +25.3% |
| AMD Advanced Micro Devices | 0.08% | 5,979 | $1.3M | Add +4.4% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 5,500 | $1.2M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 23,036 | $1.2M | Reduce -29.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.07% | 66,383 | $1.1M | New |
| TTAN Servicetitan Inc. Class A | 0.07% | 10,165 | $1.1M | New |
| ETN Eaton Corp. PLC | 0.07% | 3,372 | $1.1M | New |
| HD Home Depot Inc. | 0.07% | 3,115 | $1.1M | Reduce -0.6% |
| LDP Cohen & Steers Limited Durat | 0.07% | 50,393 | $1.1M | Reduce -6.6% |
| CAT Caterpillar Inc. | 0.07% | 1,847 | $1.1M | Reduce -1.1% |
| OKE Oneok Inc. | 0.07% | 14,226 | $1.0M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.07% | 3,121 | $1.0M | Reduce -2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 18,674 | $1.0M | Add +10.8% |
| HON Honeywell International Inc. | 0.06% | 4,920 | $960K | Reduce -13.5% |
| RMD Resmed Inc. | 0.06% | 3,957 | $953K | Reduce -2.5% |
| HIFS Hingham Institution for SVGS | 0.06% | 3,295 | $936K | Reduce -2.5% |
| CG The Carlyle Group Inc. | 0.06% | 15,720 | $929K | No change |
| TSLA Tesla Inc. | 0.06% | 1,962 | $882K | Add +14.7% |
| TRP TC Energy Corp. | 0.06% | 15,927 | $876K | No change |
| ABT Abbott Laboratories | 0.06% | 6,941 | $870K | Add +0.7% |
| CNI Canadian Natl Railway Co. | 0.06% | 8,710 | $861K | No change |
| HIMS Hims & Hers Health Inc. | 0.05% | 26,217 | $851K | Add +4.0% |
| TRV The Travelers Cos Inc. | 0.05% | 2,715 | $788K | No change |
| FTGC First Trust Global Tactical | 0.05% | 33,808 | $785K | Reduce -8.5% |
| VIS Vanguard Industrials ETF | 0.05% | 2,583 | $771K | No change |
| SYBT Stock Yards Bancorp Inc. | 0.05% | 11,780 | $765K | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.05% | 6,600 | $756K | No change |
| XSLV Invesco S&P Smallcap Low Vol | 0.05% | 16,138 | $748K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 6,324 | $719K | Reduce -2.3% |
| PFE Pfizer Inc. | 0.05% | 28,871 | $719K | No change |
| GLP Global Partners LP | 0.05% | 17,000 | $711K | No change |
| CLOZ Eldridge BBB-B Clo ETF | 0.04% | 25,598 | $678K | Reduce -7.0% |
| AB Alliancebernstein Holding LP | 0.04% | 17,525 | $674K | No change |
| URA Global X Uranium ETF | 0.04% | 15,678 | $670K | Add +190.9% |
| COPX Global X Copper Miners ETF | 0.04% | 9,300 | $668K | Add +75.5% |
| DE Deere & Co. | 0.04% | 1,429 | $665K | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 1,982 | $665K | Reduce -7.8% |
| XLY SS Consumer Disc Select Sect | 0.04% | 5,540 | $662K | No change |
| WMT Walmart Inc. | 0.04% | 5,846 | $651K | Add +2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 3,378 | $645K | Add +99.9% |
| BWXT BWX Technologies Inc. | 0.04% | 3,700 | $640K | Reduce -21.3% |
| ORCL Oracle Corp. | 0.04% | 3,245 | $632K | Add +1.6% |
| PGR Progressive Corp. | 0.04% | 2,770 | $631K | No change |
| SO The Southern Co. | 0.04% | 7,166 | $625K | No change |
| EPI Wisdomtree India Earnings | 0.04% | 13,070 | $605K | No change |
| ORLY O'reilly Automotive Inc. | 0.04% | 6,255 | $571K | No change |
| AHR American Healthcare REIT Inc. | 0.04% | 12,108 | $570K | Reduce -19.4% |
| WFC Wells Fargo & Co. | 0.04% | 6,100 | $569K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 4,000 | $548K | No change |
| KMB Kimberly-Clark Corp. | 0.03% | 5,282 | $533K | No change |
| WY Weyerhaeuser Co. | 0.03% | 22,393 | $530K | Reduce -1.4% |
| SUN Sunoco LP | 0.03% | 9,860 | $517K | No change |
| DXJ Wisdomtree Japan Hedged Eq | 0.03% | 3,475 | $501K | No change |
| SBCF Seacoast Banking Corp. | 0.03% | 15,680 | $493K | No change |
| SILJ Amplify Junior Silver Miners | 0.03% | 17,600 | $487K | New |
| AWK American Water Works Co. Inc. | 0.03% | 3,547 | $463K | No change |
| TFX Teleflex Inc. | 0.03% | 3,703 | $452K | Reduce -29.7% |
| BND Vanguard Total Bond Market | 0.03% | 6,089 | $451K | Reduce -4.8% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 3,230 | $449K | No change |
| LRCX Lam Research Corp. | 0.03% | 2,551 | $437K | No change |
| COP Conocophillips | 0.03% | 4,644 | $435K | Add +6.0% |
| EEMX State Street SPDR MSCI Emerg | 0.03% | 10,039 | $428K | New |
| GDXJ Vaneck Junior Gold Miners | 0.03% | 3,750 | $427K | New |
| APD Air Products & Chemicals Inc. | 0.03% | 1,714 | $423K | No change |
| MA Mastercard Inc. Class A | 0.03% | 741 | $423K | Reduce -3.3% |
| MTD Mettler-Toledo International | 0.03% | 298 | $415K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 2,696 | $414K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 661 | $406K | Add +3.1% |
| QCOM Qualcomm Inc. | 0.03% | 2,362 | $404K | No change |
| PYPL PayPal Holdings Inc. | 0.03% | 6,859 | $400K | Reduce -2.0% |
| ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW | 0.03% | 29,720 | $400K | Add +90.5% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.03% | 5,370 | $397K | New |
| NSC Norfolk Southern Corp. | 0.03% | 1,357 | $392K | Add +4.2% |
| AMT American Tower Corp. | 0.02% | 2,195 | $385K | Add +3.8% |
| PAA Plains All Amer Pipeline LP | 0.02% | 21,409 | $385K | No change |
| GSBD Goldman Sachs BDC Inc. | 0.02% | 40,954 | $380K | No change |
| XLE SS Energy Select Sector | 0.02% | 8,473 | $379K | Reduce -27.0% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 1,213 | $374K | Reduce -7.6% |
| EW Edwards Lifesciences Corp. | 0.02% | 4,353 | $371K | Reduce -14.2% |
| TEL Te Connectivity PLC | 0.02% | 1,620 | $369K | Add +6.8% |
| SLVP iShares MSCI Global Silver A | 0.02% | 10,610 | $364K | No change |
| EWJ iShares MSCI Japan ETF | 0.02% | 4,292 | $347K | No change |
| T AT&T Inc. | 0.02% | 13,694 | $340K | Reduce -10.0% |
| TT Trane Technologies PLC | 0.02% | 866 | $337K | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.02% | 34,870 | $336K | No change |
| MCO Moody's Corp. | 0.02% | 657 | $336K | No change |
| CHKP Check Point Software Tech | 0.02% | 1,803 | $335K | No change |
| SPOT Spotify Technology SA | 0.02% | 570 | $331K | Reduce -2.7% |
| FBIN Fortune Brands Innovations I | 0.02% | 6,607 | $330K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 998 | $329K | Reduce -30.4% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 2,738 | $329K | Reduce -6.7% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 1,848 | $328K | Add +10.1% |
| KMI Kinder Morgan Inc. | 0.02% | 11,738 | $323K | Add +4.5% |
| RTX RTX Corp. | 0.02% | 1,756 | $322K | Add +39.8% |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,455 | $309K | Reduce -5.3% |
| XME SS SPDR S&P Metals Mining | 0.02% | 2,950 | $306K | No change |
| VZ Verizon Communications Inc. | 0.02% | 7,476 | $304K | No change |
| MCD McDonald's Corp. | 0.02% | 995 | $304K | No change |
| LIN Linde PLC | 0.02% | 711 | $303K | Add +3.3% |
| KNSL Kinsale Capital Group Inc. | 0.02% | 760 | $297K | No change |
| SAP Sap SE-Sponsored ADR | 0.02% | 1,220 | $296K | Reduce -0.2% |
| MMM 3M Co. | 0.02% | 1,848 | $296K | No change |
| FDX FedEx Corp. | 0.02% | 1,000 | $289K | No change |
| CDNS Cadence Design SYS Inc. | 0.02% | 916 | $286K | No change |
| EEM iShares MSCI Emerging Market | 0.02% | 5,179 | $283K | New |
| BFAM Bright Horizons Family Solut | 0.02% | 2,785 | $282K | No change |
| SCHB Schwab US Broad Market ETF | 0.02% | 10,751 | $282K | Reduce -33.9% |
| SUB iShares Short-Term National | 0.02% | 2,640 | $282K | New |
| GD General Dynamics Corp. | 0.02% | 818 | $275K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 5,465 | $275K | New |
| MS Morgan Stanley | 0.02% | 1,532 | $272K | New |
| NWG Natwest Group PLC -Spon ADR | 0.02% | 15,516 | $272K | No change |
| NFLX Netflix Inc. | 0.02% | 2,810 | $263K | Reduce -51.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 3,627 | $259K | New |
| GS Goldman Sachs Group Inc. | 0.02% | 294 | $258K | No change |
| MPLX MPLX LP | 0.02% | 4,796 | $256K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 1,500 | $254K | New |
| USFR Wisdomtree Floating Rate Tre | 0.02% | 5,015 | $252K | No change |
| IWF iShares Russell 1000 Growth | 0.02% | 530 | $251K | No change |
| SE Sea Ltd.-ADR | 0.02% | 1,966 | $251K | Reduce -0.8% |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 2,050 | $250K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 3,214 | $248K | New |
| GEV GE Vernova Inc. | 0.02% | 378 | $247K | Add +6.8% |
| LOW Lowe's Cos Inc. | 0.02% | 988 | $238K | No change |
| CTVA Corteva Inc. | 0.01% | 3,508 | $235K | Add +7.2% |
| IDXX Idexx Laboratories Inc. | 0.01% | 347 | $235K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 1,385 | $234K | Reduce -8.0% |
| FXI iShares China Large-Cap ETF | 0.01% | 6,100 | $234K | Add +8.9% |
| USB US Bancorp | 0.01% | 4,363 | $233K | Reduce -0.8% |
| MINT PIMCO Enhanced Short Maturit | 0.01% | 2,265 | $227K | Reduce -4.2% |
| CMI Cummins Inc. | 0.01% | 439 | $224K | New |
| CME Cme Group Inc. | 0.01% | 811 | $221K | No change |
| OLLI Ollie's Bargain Outlet Holdi | 0.01% | 1,977 | $217K | No change |
| IJH iShares Core S&P Midcap ETF | 0.01% | 3,200 | $211K | New |
| WTM White Mountains Insurance GP | 0.01% | 100 | $208K | New |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 1,045 | $208K | No change |
| HR Healthcare Realty Trust Inc. | 0.01% | 12,100 | $205K | No change |
| UNFI United Natural Foods Inc. | 0.01% | 6,007 | $202K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 22,191 | $118K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.00% | 13,159 | $66K | No change |
| XAIR Beyond Air Inc. | 0.00% | 14,800 | $11K | Reduce -3.9% |