| AAPL Apple Inc. | 6.49% | 352,224 | $89.4M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 6.13% | 293,650 | $84.4M | Reduce -15.1% |
| JBND JPMorgan Active Bond ETF | 5.74% | 1,469,232 | $79.0M | Add +0.9% |
| NVDA Nvidia Corp. | 5.70% | 450,267 | $78.5M | Reduce -5.6% |
| AMZN Amazon.com Inc. | 4.73% | 312,577 | $65.1M | Reduce -7.3% |
| MSFT Microsoft Corp. | 4.02% | 149,528 | $55.4M | Reduce -10.7% |
| TIP iShares Tips Bond ETF | 3.16% | 394,233 | $43.5M | Reduce -14.4% |
| KLAC KLA Corp. | 2.84% | 26,552 | $39.1M | Reduce -13.4% |
| GLD SPDR Gold Shares | 2.69% | 85,975 | $37.0M | Add +7.3% |
| V Visa Inc. Class A | 2.46% | 111,860 | $33.8M | Reduce -6.7% |
| WM Waste Management Inc. | 2.02% | 120,989 | $27.8M | Reduce -8.5% |
| OMFL Invesco Russell 1000 DYN M/F | 1.92% | 439,187 | $26.4M | Reduce -3.5% |
| IAU iShares Gold Trust | 1.89% | 294,813 | $26.0M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 1.81% | 84,727 | $24.9M | Reduce -11.6% |
| BX Blackstone Inc. | 1.80% | 214,889 | $24.7M | Reduce -7.9% |
| COST Costco Wholesale Corp. | 1.77% | 24,384 | $24.3M | Reduce -34.5% |
| NEE Nextera Energy Inc. | 1.72% | 254,634 | $23.7M | Reduce -10.9% |
| URI United Rentals Inc. | 1.59% | 30,117 | $21.9M | Reduce -16.7% |
| ADI Analog Devices Inc. | 1.49% | 64,331 | $20.5M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 1.47% | 119,331 | $20.2M | Reduce -6.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.45% | 82,450 | $20.0M | Reduce -1.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.40% | 14,539 | $19.2M | Reduce -9.8% |
| JNJ Johnson & Johnson | 1.15% | 64,808 | $15.8M | Reduce -3.5% |
| VGIT Vanguard Intermediate-Term T | 1.09% | 252,676 | $15.0M | Add +1.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.08% | 68,934 | $14.9M | Reduce -9.3% |
| CVX Chevron Corp. | 1.06% | 70,221 | $14.5M | Reduce -1.2% |
| MAR Marriott International Class A | 1.02% | 42,808 | $14.0M | Reduce -10.2% |
| GOOG Alphabet Inc. Class C | 0.97% | 46,682 | $13.4M | Reduce -18.7% |
| UNP Union Pacific Corp. | 0.97% | 55,086 | $13.4M | Reduce -15.0% |
| PWR Quanta Services Inc. | 0.97% | 24,298 | $13.3M | Add +2.8% |
| DHR Danaher Corp. | 0.96% | 69,507 | $13.2M | Reduce -10.7% |
| GRMN Garmin Ltd. | 0.92% | 54,867 | $12.7M | Reduce -30.4% |
| ULTA Ulta Beauty Inc. | 0.90% | 23,776 | $12.4M | Reduce -11.6% |
| AMLP Alerian MLP ETF | 0.80% | 208,811 | $11.0M | Reduce -3.0% |
| REG Regency Centers Corp. | 0.79% | 144,066 | $10.9M | Reduce -9.3% |
| MCK McKesson Corp. | 0.76% | 12,104 | $10.5M | New |
| SCHW Schwab (charles) Corp. | 0.63% | 92,960 | $8.7M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 17,260 | $8.3M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 63,191 | $7.9M | Add +2207.9% |
| OTIS Otis Worldwide Corp. | 0.56% | 100,162 | $7.7M | Reduce -7.6% |
| CHD Church & Dwight Co. Inc. | 0.56% | 82,341 | $7.7M | Reduce -5.6% |
| INTU Intuit Inc. | 0.55% | 17,573 | $7.6M | Reduce -9.3% |
| SPGI S&P Global Inc. | 0.55% | 17,807 | $7.6M | Reduce -11.2% |
| PTC PTC Inc. | 0.55% | 52,841 | $7.5M | Add +4.2% |
| IVV iShares Core S&P 500 ETF | 0.52% | 11,045 | $7.2M | Reduce -27.8% |
| AXSM Axsome Therapeutics Inc. | 0.52% | 42,070 | $7.1M | Reduce -13.4% |
| DOV Dover Corp. | 0.52% | 34,005 | $7.1M | Reduce -7.1% |
| AZO AutoZone Inc. | 0.50% | 2,054 | $6.9M | Reduce -1.5% |
| EPD Enterprise Products Partners | 0.50% | 181,726 | $6.9M | Reduce -25.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 137,076 | $6.7M | Reduce -6.0% |
| ITW Illinois Tool Works | 0.48% | 25,524 | $6.6M | Reduce -5.5% |
| GBIL Goldman Sachs Access Treasur | 0.47% | 64,847 | $6.5M | Add +22.1% |
| WAT Waters Corp. | 0.47% | 21,630 | $6.4M | Reduce -5.1% |
| PG The Procter & Gamble Co. | 0.46% | 43,881 | $6.3M | Reduce -4.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.42% | 127,953 | $5.8M | New |
| VEEV Veeva Systems Inc. Class A | 0.36% | 28,501 | $5.0M | Add +14.9% |
| ET Energy Transfer LP | 0.35% | 252,181 | $4.9M | Reduce -2.1% |
| NVS Novartis AG-Sponsored ADR | 0.33% | 29,995 | $4.6M | Reduce -7.1% |
| BASG Brown Adviso Sustain Gro ETF | 0.33% | 198,958 | $4.5M | New |
| PM Philip Morris International | 0.31% | 26,124 | $4.3M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 0.29% | 6,608 | $3.9M | Add +9.1% |
| EOG EOG Resources Inc. | 0.26% | 25,106 | $3.6M | Reduce -11.6% |
| ARCC Ares Capital Corp. | 0.26% | 197,428 | $3.6M | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 7,824 | $3.5M | No change |
| TD Toronto-Dominion Bank | 0.24% | 34,675 | $3.2M | Reduce -0.6% |
| PSF Cohen & Steers Select Prefer | 0.23% | 160,817 | $3.1M | Reduce -4.8% |
| MO Altria Group Inc. | 0.22% | 45,590 | $3.0M | Reduce -4.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 13,848 | $3.0M | Reduce -12.2% |
| FISV Fiserv Inc. | 0.22% | 53,840 | $3.0M | Reduce -8.4% |
| PAYX Paychex Inc. | 0.22% | 32,364 | $3.0M | Reduce -6.9% |
| NVCT Nuvectis Pharma Inc. | 0.21% | 378,625 | $2.9M | Reduce -2.8% |
| PEP Pepsico Inc. | 0.21% | 18,692 | $2.9M | Reduce -28.5% |
| META Meta Platforms Inc. Class A | 0.21% | 5,006 | $2.9M | Reduce -10.1% |
| EEMX State Street SPDR MSCI Emerg | 0.18% | 57,584 | $2.5M | Add +473.6% |
| KO The Coca-Cola Co. | 0.18% | 32,824 | $2.5M | Reduce -10.2% |
| TRGP Targa Resources Corp. | 0.18% | 9,635 | $2.4M | Reduce -23.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 3,512 | $2.3M | Reduce -1.4% |
| GDX Vaneck Gold Miners ETF | 0.16% | 24,004 | $2.2M | Reduce -3.6% |
| MRK Merck & Co. Inc. | 0.15% | 17,154 | $2.1M | Reduce -59.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 17,099 | $2.0M | Reduce -2.9% |
| GBCI Glacier Bancorp Inc. | 0.14% | 44,080 | $2.0M | No change |
| SYK Stryker Corp. | 0.14% | 5,870 | $1.9M | Reduce -22.4% |
| ADBE Adobe Inc. | 0.14% | 7,752 | $1.9M | Reduce -7.9% |
| ADP Automatic Data Processing | 0.13% | 9,106 | $1.9M | Reduce -14.7% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.13% | 33,926 | $1.8M | Reduce -1.2% |
| HCI Hci Group Inc. | 0.13% | 11,337 | $1.8M | No change |
| DCRE DBL Comm Real Est Debt | 0.12% | 32,485 | $1.7M | Reduce -37.5% |
| EMR Emerson Electric Co. | 0.12% | 12,800 | $1.7M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.12% | 23,096 | $1.7M | Reduce -18.6% |
| FAST Fastenal Co. | 0.12% | 35,791 | $1.7M | Reduce -1.1% |
| PLD Prologis Inc. | 0.12% | 12,122 | $1.6M | Reduce -0.0% |
| SLV iShares Silver Trust | 0.11% | 22,059 | $1.5M | Reduce -17.8% |
| LLY Eli Lilly & Co. | 0.10% | 1,564 | $1.4M | Reduce -32.3% |
| ROP Roper Technologies Inc. | 0.10% | 4,047 | $1.4M | Reduce -21.0% |
| ABBV Abbvie Inc. | 0.10% | 6,513 | $1.4M | Reduce -14.8% |
| BLK BlackRock Inc. | 0.10% | 1,436 | $1.4M | Reduce -5.9% |
| APO Apollo Global Management Inc. | 0.09% | 11,680 | $1.3M | Reduce -11.4% |
| CAT Caterpillar Inc. | 0.09% | 1,831 | $1.3M | Reduce -0.9% |
| IWM iShares Russell 2000 ETF | 0.09% | 5,162 | $1.3M | Reduce -6.4% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 19,695 | $1.3M | Reduce -5.5% |
| AMD Advanced Micro Devices | 0.09% | 6,079 | $1.2M | Add +1.7% |
| SIL Global X Silver Miners ETF | 0.09% | 13,365 | $1.2M | Reduce -22.2% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 5,500 | $1.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 19,719 | $1.1M | Add +5.6% |
| OKE Oneok Inc. | 0.07% | 11,069 | $1.0M | Reduce -22.2% |
| TRP TC Energy Corp. | 0.07% | 15,152 | $948K | Reduce -4.9% |
| HON Honeywell International Inc. | 0.07% | 4,129 | $933K | Reduce -16.1% |
| AMGN Amgen Inc. | 0.07% | 2,640 | $929K | Reduce -15.4% |
| HIFS Hingham Institution for SVGS | 0.07% | 3,181 | $909K | Reduce -3.5% |
| COPX Global X Copper Miners ETF | 0.06% | 11,600 | $886K | Add +24.7% |
| CNI Canadian Natl Railway Co. | 0.06% | 8,457 | $869K | Reduce -2.9% |
| RMD Resmed Inc. | 0.06% | 3,781 | $849K | Reduce -4.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.06% | 16,271 | $821K | Reduce -19.5% |
| AVGO Broadcom Inc. | 0.06% | 2,650 | $820K | Reduce -69.2% |
| VIS Vanguard Industrials ETF | 0.06% | 2,583 | $806K | No change |
| DE Deere & Co. | 0.06% | 1,409 | $794K | Reduce -1.4% |
| SYBT Stock Yards Bancorp Inc. | 0.06% | 11,780 | $781K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 1,569 | $771K | Reduce -34.1% |
| HD Home Depot Inc. | 0.06% | 2,339 | $769K | Reduce -24.9% |
| CG The Carlyle Group Inc. | 0.06% | 15,720 | $761K | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.06% | 6,600 | $758K | No change |
| BWXT BWX Technologies Inc. | 0.06% | 3,700 | $757K | No change |
| TRV The Travelers Cos Inc. | 0.05% | 2,536 | $740K | Reduce -6.6% |
| XLE SS Energy Select Sector | 0.05% | 11,739 | $719K | Add +38.5% |
| WMT Walmart Inc. | 0.05% | 5,771 | $717K | Reduce -1.3% |
| SO The Southern Co. | 0.05% | 7,166 | $692K | No change |
| PFE Pfizer Inc. | 0.05% | 23,633 | $664K | Reduce -18.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 3,378 | $663K | No change |
| TSLA Tesla Inc. | 0.05% | 1,770 | $658K | Reduce -9.8% |
| GLP Global Partners LP | 0.05% | 15,500 | $653K | Reduce -8.8% |
| SUN Sunoco LP | 0.05% | 9,860 | $641K | No change |
| ABT Abbott Laboratories | 0.05% | 6,080 | $624K | Reduce -12.4% |
| XLY SS Consumer Disc Select Sect | 0.04% | 5,540 | $604K | No change |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.04% | 6,654 | $586K | Add +23.9% |
| FTGC First Trust Global Tactical | 0.04% | 20,334 | $584K | Reduce -39.9% |
| AEP American Electric Power | 0.04% | 4,305 | $564K | New |
| XSLV Invesco S&P Smallcap Low Vol | 0.04% | 11,693 | $552K | Reduce -27.5% |
| LRCX Lam Research Corp. | 0.04% | 2,551 | $545K | No change |
| AB Alliancebernstein Holding LP | 0.04% | 14,525 | $544K | Reduce -17.1% |
| ORLY O'reilly Automotive Inc. | 0.04% | 5,790 | $534K | Reduce -7.4% |
| EPI Wisdomtree India Earnings | 0.04% | 13,070 | $533K | No change |
| COP Conocophillips | 0.04% | 3,944 | $521K | Reduce -15.1% |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 4,000 | $512K | No change |
| WFC Wells Fargo & Co. | 0.04% | 6,100 | $486K | No change |
| SBCF Seacoast Banking Corp. | 0.04% | 16,005 | $485K | Add +2.1% |
| URA Global X Uranium ETF | 0.03% | 9,878 | $478K | Reduce -37.0% |
| ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW | 0.03% | 29,720 | $476K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 3,230 | $471K | No change |
| VSNT Versant Media Group Inc. | 0.03% | 12,600 | $466K | New |
| ORCL Oracle Corp. | 0.03% | 3,145 | $463K | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 1,440 | $462K | Reduce -27.4% |
| DXJ Wisdomtree Japan Hedged Eq | 0.03% | 2,875 | $456K | Reduce -17.3% |
| PAA Plains All Amer Pipeline LP | 0.03% | 19,909 | $445K | Reduce -7.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 4,562 | $440K | Reduce -27.9% |
| BND Vanguard Total Bond Market | 0.03% | 5,927 | $436K | Reduce -2.7% |
| AWK American Water Works Co. Inc. | 0.03% | 3,100 | $422K | Reduce -12.6% |
| MA Mastercard Inc. Class A | 0.03% | 831 | $415K | Add +12.2% |
| FDX FedEx Corp. | 0.03% | 1,130 | $402K | Add +13.0% |
| WY Weyerhaeuser Co. | 0.03% | 16,343 | $399K | Reduce -27.0% |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.03% | 34,870 | $393K | No change |
| NSC Norfolk Southern Corp. | 0.03% | 1,357 | $389K | No change |
| SILJ Amplify Junior Silver Miners | 0.03% | 13,100 | $389K | Reduce -25.6% |
| AMT American Tower Corp. | 0.03% | 2,195 | $379K | No change |
| SLVP iShares MSCI Global Silver A | 0.03% | 10,610 | $376K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 2,328 | $372K | Reduce -13.7% |
| CLOZ Eldridge BBB-B Clo ETF | 0.03% | 14,439 | $370K | Reduce -43.6% |
| EWJ iShares MSCI Japan ETF | 0.03% | 4,292 | $362K | No change |
| T AT&T Inc. | 0.03% | 12,478 | $362K | Reduce -8.9% |
| GNR State Street SPDR S&P Global | 0.03% | 4,713 | $352K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 601 | $347K | Reduce -9.1% |
| KMI Kinder Morgan Inc. | 0.03% | 10,318 | $346K | Reduce -12.1% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 1,214 | $344K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.02% | 6,775 | $340K | Reduce -9.4% |
| GDXJ Vaneck Junior Gold Miners | 0.02% | 2,750 | $330K | Reduce -26.7% |
| GEV GE Vernova Inc. | 0.02% | 378 | $330K | No change |
| RTX RTX Corp. | 0.02% | 1,675 | $323K | Reduce -4.6% |
| XME SS SPDR S&P Metals Mining | 0.02% | 2,950 | $319K | No change |
| AA Alcoa Corp. | 0.02% | 4,750 | $315K | New |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 1,500 | $304K | No change |
| QCOM Qualcomm Inc. | 0.02% | 2,362 | $304K | No change |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,435 | $303K | Reduce -1.4% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 2,678 | $301K | New |
| EEM iShares MSCI Emerging Market | 0.02% | 5,179 | $294K | No change |
| CTVA Corteva Inc. | 0.02% | 3,508 | $294K | No change |
| ACN Accenture PLC Class A | 0.02% | 1,442 | $286K | Reduce -97.6% |
| LIN Linde PLC | 0.02% | 574 | $285K | Reduce -19.3% |
| EW Edwards Lifesciences Corp. | 0.02% | 3,553 | $285K | Reduce -18.4% |
| SUB iShares Short-Term National | 0.02% | 2,640 | $281K | No change |
| MPLX MPLX LP | 0.02% | 4,796 | $274K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 5,465 | $273K | No change |
| NFLX Netflix Inc. | 0.02% | 2,833 | $272K | Add +0.8% |
| SCHB Schwab US Broad Market ETF | 0.02% | 10,750 | $270K | Reduce -0.0% |
| KNSL Kinsale Capital Group Inc. | 0.02% | 760 | $260K | No change |
| FBIN Fortune Brands Innovations I | 0.02% | 6,607 | $257K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.02% | 5,015 | $252K | No change |
| MS Morgan Stanley | 0.02% | 1,532 | $252K | No change |
| CHKP Check Point Software Tech | 0.02% | 1,728 | $247K | Reduce -4.2% |
| CSCO Cisco Systems Inc. | 0.02% | 3,044 | $236K | Reduce -5.3% |
| MCD McDonald's Corp. | 0.02% | 757 | $235K | Reduce -23.9% |
| LOW Lowe's Cos Inc. | 0.02% | 988 | $233K | No change |
| NWG Natwest Group PLC -Spon ADR | 0.02% | 15,516 | $231K | No change |
| MTD Mettler-Toledo International | 0.02% | 182 | $230K | Reduce -38.9% |
| Q Qnity Electronics Inc. | 0.02% | 1,977 | $228K | New |
| MINT PIMCO Enhanced Short Maturit | 0.02% | 2,265 | $228K | No change |
| STRL Sterling Infrastructure Inc. | 0.02% | 555 | $226K | New |
| IWF iShares Russell 1000 Growth | 0.02% | 530 | $226K | No change |
| MMM 3M Co. | 0.02% | 1,548 | $225K | Reduce -16.2% |
| TFX Teleflex Inc. | 0.02% | 1,853 | $222K | Reduce -50.0% |
| WTM White Mountains Insurance GP | 0.02% | 100 | $220K | No change |
| HASI Ha Sustainable Infrastructur | 0.02% | 5,950 | $219K | New |
| IJH iShares Core S&P Midcap ETF | 0.02% | 3,200 | $216K | No change |
| ETN Eaton Corp. PLC | 0.02% | 588 | $210K | Reduce -82.6% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 1,418 | $207K | Reduce -23.3% |
| WES Western Midstream Partners L | 0.01% | 5,000 | $206K | New |
| HR Healthcare Realty Trust Inc. | 0.01% | 12,100 | $206K | No change |
| AXP American Express Co. | 0.01% | 672 | $203K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.01% | 2,211 | $203K | New |
| FCX Freeport-McMoran Inc. | 0.01% | 3,420 | $201K | New |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 1,045 | $200K | No change |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.01% | 2,750 | $200K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 24,074 | $121K | Add +8.5% |
| XAIR Beyond Air Inc. | 0.00% | 14,800 | $10K | No change |