| XLK SS Technology Select Sector | 7.78% | 935,204 | $134.6M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 4.48% | 72,110 | $77.5M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 4.12% | 104,105 | $71.3M | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 3.89% | 674,262 | $67.3M | Add +8.3% |
| AAPL Apple Inc. | 3.82% | 243,132 | $66.1M | Reduce -1.2% |
| JNJ Johnson & Johnson | 2.46% | 205,871 | $42.6M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 2.44% | 134,780 | $42.2M | Reduce -3.3% |
| MSFT Microsoft Corp. | 2.12% | 75,809 | $36.7M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 1.98% | 548,387 | $34.3M | Add +3.1% |
| XLY SS Consumer Disc Select Sect | 1.87% | 271,112 | $32.4M | No change |
| IJH iShares Core S&P Midcap ETF | 1.86% | 487,949 | $32.2M | Add +1.3% |
| COST Costco Wholesale Corp. | 1.72% | 34,430 | $29.7M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 1.66% | 239,069 | $28.7M | Add +1.3% |
| CAT Caterpillar Inc. | 1.54% | 46,426 | $26.6M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 1.52% | 218,982 | $26.4M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.44% | 77,176 | $24.9M | Reduce -1.5% |
| XLF SS Financial Select Sector | 1.41% | 446,315 | $24.4M | Add +0.2% |
| XLI SS Industrial Select Sector | 1.41% | 157,021 | $24.4M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.29% | 36,400 | $22.4M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.27% | 74,334 | $22.0M | Reduce -0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.25% | 409,711 | $21.7M | Add +5.5% |
| ABBV Abbvie Inc. | 1.23% | 93,092 | $21.3M | Add +4.1% |
| XLV SS Health Care Select Sector | 1.16% | 130,073 | $20.1M | Add +0.9% |
| MRK Merck & Co. Inc. | 1.05% | 172,032 | $18.1M | Add +7.3% |
| AMZN Amazon.com Inc. | 1.01% | 75,575 | $17.4M | Reduce -0.4% |
| ABT Abbott Laboratories | 1.01% | 139,103 | $17.4M | Add +1.0% |
| WMT Walmart Inc. | 0.98% | 152,400 | $17.0M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 32,089 | $16.1M | Reduce -3.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.89% | 100,688 | $15.5M | Reduce -0.6% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.85% | 285,008 | $14.7M | Add +10.1% |
| DHR Danaher Corp. | 0.85% | 64,303 | $14.7M | Add +144.5% |
| NNI Nelnet Inc. Class A | 0.85% | 110,223 | $14.7M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.82% | 76,206 | $14.2M | Add +2.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.82% | 262,918 | $14.2M | Reduce -1.8% |
| MTBA Simplify MBS ETF | 0.80% | 273,170 | $13.8M | Reduce -11.6% |
| MDT Medtronic PLC | 0.78% | 141,252 | $13.6M | Add +2.8% |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.75% | 420,683 | $13.1M | Reduce -3.4% |
| XLP SS Consumer Staples Sel Sect | 0.75% | 166,412 | $12.9M | Add +0.6% |
| CVX Chevron Corp. | 0.72% | 82,089 | $12.5M | Reduce -1.2% |
| FTAI Ftai Aviation Ltd. | 0.70% | 61,923 | $12.2M | Add +1.4% |
| ADP Automatic Data Processing | 0.69% | 46,393 | $11.9M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.69% | 221,612 | $11.9M | Add +3.0% |
| REGN Regeneron Pharmaceuticals | 0.66% | 14,696 | $11.3M | Add +19.7% |
| TPL Texas Pacific Land Corp. | 0.61% | 36,873 | $10.6M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.59% | 70,974 | $10.2M | Reduce -0.6% |
| XLC SS Comm Select Sector SPDR | 0.58% | 85,758 | $10.1M | Add +1.5% |
| EMR Emerson Electric Co. | 0.57% | 73,819 | $9.8M | Reduce -1.8% |
| UNP Union Pacific Corp. | 0.56% | 41,645 | $9.6M | Reduce -10.1% |
| ITOT iShares Core S&P Total U.S. | 0.55% | 64,422 | $9.6M | Add +0.1% |
| SYY Sysco Corp. | 0.54% | 127,731 | $9.4M | Add +1.7% |
| DG Dollar General Corp. | 0.52% | 67,909 | $9.0M | Reduce -15.3% |
| HD Home Depot Inc. | 0.52% | 26,033 | $9.0M | Add +5.5% |
| CL Colgate-Palmolive Co. | 0.49% | 107,683 | $8.5M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 12,378 | $8.4M | Reduce -0.9% |
| FAF First American Financial | 0.48% | 135,649 | $8.3M | Add +52.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.47% | 190,890 | $8.1M | Add +1.4% |
| MA Mastercard Inc. Class A | 0.47% | 14,164 | $8.1M | Reduce -1.5% |
| XLE SS Energy Select Sector | 0.46% | 178,524 | $8.0M | Add +2.2% |
| RGLD Royal Gold Inc. | 0.46% | 35,610 | $7.9M | New |
| PEP Pepsico Inc. | 0.46% | 54,914 | $7.9M | Reduce -1.1% |
| LRCX Lam Research Corp. | 0.45% | 45,806 | $7.8M | Reduce -12.6% |
| AAON Aaon Inc. | 0.43% | 98,087 | $7.5M | Reduce -10.3% |
| STVN Stevanato Group SPA | 0.41% | 350,282 | $7.0M | Reduce -7.5% |
| VZ Verizon Communications Inc. | 0.39% | 167,228 | $6.8M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.39% | 88,385 | $6.8M | Reduce -1.1% |
| EGP Eastgroup Properties Inc. | 0.38% | 37,059 | $6.6M | Add +56.6% |
| GOOG Alphabet Inc. Class C | 0.37% | 20,584 | $6.5M | Reduce -3.6% |
| XLB SS Materials Select Sector | 0.37% | 141,319 | $6.4M | Add +4.1% |
| AVGO Broadcom Inc. | 0.37% | 18,367 | $6.4M | Add +9.3% |
| CB Chubb Ltd. | 0.36% | 20,130 | $6.3M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 107,810 | $5.9M | Reduce -2.5% |
| WM Waste Management Inc. | 0.34% | 26,869 | $5.9M | Add +0.2% |
| ATMU Atmus Filtration Technologie | 0.34% | 112,669 | $5.8M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 70,337 | $5.6M | Add +1.8% |
| ANET Arista Networks Inc. | 0.32% | 41,969 | $5.5M | Reduce -6.4% |
| PH Parker Hannifin Corp. | 0.32% | 6,204 | $5.5M | Reduce -1.7% |
| ELS Equity Lifestyle Properties | 0.31% | 89,837 | $5.4M | Reduce -7.7% |
| LHX L3HARRIS Technologies Inc. | 0.30% | 17,857 | $5.2M | Reduce -2.0% |
| APH Amphenol Corp. Class A | 0.29% | 36,972 | $5.0M | Reduce -16.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.28% | 4,522 | $4.8M | No change |
| ETN Eaton Corp. PLC | 0.28% | 15,125 | $4.8M | Reduce -0.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.28% | 43,675 | $4.8M | Reduce -2.8% |
| AMRZ Amrize Ltd. | 0.28% | 88,684 | $4.8M | Add +4.4% |
| META Meta Platforms Inc. Class A | 0.27% | 7,140 | $4.7M | Add +5.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 40,315 | $4.6M | Reduce -3.1% |
| MCD McDonald's Corp. | 0.26% | 14,670 | $4.5M | Reduce -1.3% |
| PFE Pfizer Inc. | 0.26% | 178,812 | $4.5M | Add +3.1% |
| KO The Coca-Cola Co. | 0.25% | 62,138 | $4.3M | Add +0.6% |
| EMN Eastman Chemical Co. | 0.25% | 67,881 | $4.3M | New |
| KMI Kinder Morgan Inc. | 0.24% | 153,422 | $4.2M | Reduce -0.6% |
| RTX RTX Corp. | 0.24% | 22,386 | $4.1M | Reduce -1.2% |
| ICE Intercontinental Exchange Inc. | 0.23% | 24,790 | $4.0M | Reduce -2.1% |
| ROK Rockwell Automation Inc. | 0.23% | 10,185 | $4.0M | Reduce -0.4% |
| AMT American Tower Corp. | 0.23% | 22,474 | $3.9M | Reduce -4.2% |
| V Visa Inc. Class A | 0.22% | 10,746 | $3.8M | Reduce -0.5% |
| BRO Brown & Brown Inc. | 0.22% | 46,880 | $3.7M | Reduce -57.1% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 6,095 | $3.5M | Reduce -2.9% |
| D Dominion Energy Inc. | 0.20% | 60,008 | $3.5M | Add +3.9% |
| CRM Salesforce Inc. | 0.20% | 13,159 | $3.5M | Reduce -4.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 11,951 | $3.5M | Reduce -0.6% |
| BALL Ball Corp. | 0.20% | 63,865 | $3.4M | Reduce -1.9% |
| NUV Nuveen Municipal Value | 0.19% | 370,825 | $3.4M | Add +32.3% |
| ADBE Adobe Inc. | 0.19% | 9,510 | $3.3M | Reduce -3.3% |
| HON Honeywell International Inc. | 0.19% | 16,892 | $3.3M | Add +6.3% |
| GSK GSK PLC-Spon ADR | 0.19% | 67,092 | $3.3M | No change |
| BKNG Booking Holdings Inc. | 0.19% | 611 | $3.3M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.19% | 17,568 | $3.2M | Reduce -1.5% |
| FDX FedEx Corp. | 0.18% | 10,974 | $3.2M | Add +0.9% |
| DGX Quest Diagnostics Inc. | 0.18% | 17,508 | $3.0M | Add +5.6% |
| XLRE SS Real Estate Select Sector | 0.18% | 75,128 | $3.0M | Add +0.8% |
| TKR Timken Co. | 0.17% | 35,484 | $3.0M | Reduce -1.5% |
| ADI Analog Devices Inc. | 0.17% | 10,999 | $3.0M | Add +2.2% |
| PLD Prologis Inc. | 0.16% | 21,961 | $2.8M | Add +17.6% |
| EFA iShares MSCI Eafe ETF | 0.16% | 28,988 | $2.8M | Add +10.2% |
| CSX CSX Corp. | 0.16% | 75,490 | $2.7M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 0.16% | 33,515 | $2.7M | Reduce -5.2% |
| ULTA Ulta Beauty Inc. | 0.15% | 4,417 | $2.7M | Add +0.0% |
| BKR Baker Hughes Co. | 0.15% | 56,918 | $2.6M | Reduce -0.3% |
| HPE Hewlett Packard Enterprise | 0.15% | 107,097 | $2.6M | Reduce -0.9% |
| IBB iShares Biotechnology ETF | 0.15% | 15,161 | $2.6M | Add +1.8% |
| NFLX Netflix Inc. | 0.14% | 25,660 | $2.4M | Add +86.9% |
| TSCO Tractor Supply Company | 0.14% | 47,529 | $2.4M | Reduce -1.8% |
| UPS United Parcel Service Class B | 0.14% | 23,838 | $2.4M | Reduce -14.9% |
| AZO AutoZone Inc. | 0.13% | 674 | $2.3M | Reduce -1.3% |
| VLO Valero Energy Corp. | 0.13% | 13,464 | $2.2M | No change |
| LOW Lowe's Cos Inc. | 0.12% | 8,660 | $2.1M | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 0.12% | 8,313 | $2.1M | Reduce -4.6% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 38,012 | $2.1M | Reduce -0.5% |
| SNPS Synopsys Inc. | 0.11% | 4,150 | $1.9M | Add +79.3% |
| GEHC GE Healthcare Technology | 0.11% | 23,324 | $1.9M | Add +0.5% |
| NSC Norfolk Southern Corp. | 0.10% | 6,254 | $1.8M | Reduce -3.1% |
| AMAT Applied Materials Inc. | 0.10% | 6,840 | $1.8M | Reduce -1.4% |
| PM Philip Morris International | 0.10% | 10,624 | $1.7M | Add +3.9% |
| MMM 3M Co. | 0.09% | 10,020 | $1.6M | Add +8.3% |
| EEM iShares MSCI Emerging Market | 0.09% | 28,579 | $1.6M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 4,660 | $1.4M | Add +8.2% |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 10,076 | $1.4M | No change |
| UBER Uber Technologies Inc. | 0.08% | 17,158 | $1.4M | Add +81.7% |
| TXN Texas Instruments Inc. | 0.08% | 8,038 | $1.4M | Reduce -4.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 15,223 | $1.4M | Add +12.4% |
| BLK BlackRock Inc. | 0.08% | 1,237 | $1.3M | Reduce -4.6% |
| UNH Unitedhealth Group Inc. | 0.07% | 3,924 | $1.3M | Reduce -35.6% |
| AMGN Amgen Inc. | 0.07% | 3,607 | $1.2M | Add +47.8% |
| DVY iShares Select Dividend ETF | 0.07% | 8,207 | $1.2M | Add +11.9% |
| AME Ametek Inc. | 0.07% | 5,513 | $1.1M | Reduce -1.4% |
| ITW Illinois Tool Works | 0.06% | 4,562 | $1.1M | Reduce -4.1% |
| EZA iShares MSCI South Africa Et | 0.06% | 16,009 | $1.1M | No change |
| LULU Lululemon Athletica Inc. | 0.06% | 5,154 | $1.1M | Add +41.2% |
| LMT Lockheed Martin Corp. | 0.06% | 2,099 | $1.0M | Add +18.6% |
| ECL Ecolab Inc. | 0.06% | 3,668 | $963K | Reduce -2.1% |
| ORCL Oracle Corp. | 0.05% | 4,878 | $951K | Reduce -3.3% |
| SPGI S&P Global Inc. | 0.05% | 1,742 | $910K | Reduce -0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 9,135 | $879K | Add +60.1% |
| T AT&T Inc. | 0.05% | 34,716 | $862K | Reduce -20.4% |
| MRSH Marsh & McLennan Cos | 0.05% | 4,531 | $841K | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.05% | 1,475 | $835K | New |
| GIS General Mills Inc. | 0.05% | 17,815 | $828K | Add +0.7% |
| AXP American Express Co. | 0.05% | 2,126 | $787K | Reduce -1.2% |
| RYAN Ryan Specialty Holdings Inc. | 0.04% | 14,960 | $772K | Reduce -30.7% |
| BX Blackstone Inc. | 0.04% | 4,930 | $760K | Reduce -0.9% |
| LIN Linde PLC | 0.04% | 1,762 | $751K | Add +16.5% |
| ACN Accenture PLC Class A | 0.04% | 2,789 | $748K | Reduce -67.7% |
| YUM Yum! Brands Inc. | 0.04% | 4,800 | $726K | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.04% | 1,110 | $696K | Add +5.7% |
| CARR Carrier Global Corp. | 0.04% | 12,916 | $682K | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.04% | 3,965 | $678K | No change |
| DUK Duke Energy Corp. | 0.04% | 5,648 | $662K | Reduce -9.8% |
| GPC Genuine Parts Co. | 0.04% | 5,310 | $653K | Reduce -0.1% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 5,240 | $646K | Reduce -19.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.04% | 7,900 | $637K | Reduce -1.0% |
| DE Deere & Co. | 0.04% | 1,366 | $636K | Reduce -1.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 12,167 | $619K | Reduce -17.7% |
| CI The Cigna Group | 0.04% | 2,215 | $610K | Add +108.0% |
| PGR Progressive Corp. | 0.04% | 2,668 | $608K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 1,795 | $602K | No change |
| NKE Nike Inc. Class B | 0.03% | 9,068 | $578K | Reduce -10.7% |
| PSX Phillips 66 | 0.03% | 4,445 | $574K | Reduce -3.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 4,891 | $568K | No change |
| PNC PNC Financial Services Group | 0.03% | 2,663 | $556K | Reduce -2.2% |
| CTAS Cintas Corp. | 0.03% | 2,953 | $555K | Reduce -4.7% |
| IWM iShares Russell 2000 ETF | 0.03% | 2,256 | $555K | No change |
| KMB Kimberly-Clark Corp. | 0.03% | 5,419 | $547K | Reduce -14.1% |
| MCO Moody's Corp. | 0.03% | 1,065 | $544K | Reduce -12.0% |
| EQIX Equinix Inc. | 0.03% | 706 | $541K | Reduce -81.0% |
| AMD Advanced Micro Devices | 0.03% | 2,504 | $536K | Reduce -0.4% |
| MPC Marathon Petroleum Corp. | 0.03% | 3,175 | $516K | Reduce -3.5% |
| GEV GE Vernova Inc. | 0.03% | 785 | $513K | Add +15.9% |
| MUB iShares National Muni Bond E | 0.03% | 4,769 | $511K | Add +6.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 2,472 | $498K | Reduce -14.6% |
| PFF iShares Preferred & Income S | 0.03% | 16,087 | $498K | Add +13.5% |
| SO The Southern Co. | 0.03% | 5,457 | $476K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,837 | $474K | Reduce -2.5% |
| TRV The Travelers Cos Inc. | 0.03% | 1,627 | $472K | No change |
| INTC Intel Corp. | 0.03% | 12,788 | $472K | Reduce -0.8% |
| TD Toronto-Dominion Bank | 0.03% | 4,890 | $461K | Reduce -19.5% |
| MMU Western Asset Managed Munici | 0.03% | 41,682 | $435K | No change |
| TIP iShares Tips Bond ETF | 0.02% | 3,877 | $426K | Add +16.3% |
| RDVY First Trust Rising Dividend | 0.02% | 5,874 | $408K | Reduce -0.8% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 2,913 | $402K | Reduce -4.9% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 2,083 | $399K | Reduce -0.8% |
| XEL Xcel Energy Inc. | 0.02% | 5,389 | $398K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 4,979 | $392K | New |
| DOV Dover Corp. | 0.02% | 1,983 | $387K | Reduce -5.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 3,978 | $385K | Reduce -1.0% |
| COP Conocophillips | 0.02% | 4,109 | $385K | Reduce -1.0% |
| EPS Wisdomtree US Large Cap Fund | 0.02% | 5,420 | $384K | Reduce -5.3% |
| IOO iShares Global 100 ETF | 0.02% | 3,012 | $382K | Reduce -9.2% |
| WFC Wells Fargo & Co. | 0.02% | 4,030 | $376K | Reduce -10.0% |
| DD Dupont DE Nemours Inc. | 0.02% | 9,188 | $369K | Reduce -0.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.02% | 3,001 | $358K | Add +64.6% |
| GD General Dynamics Corp. | 0.02% | 1,041 | $350K | Add +20.8% |
| OTIS Otis Worldwide Corp. | 0.02% | 3,968 | $347K | Reduce -0.7% |
| GILD Gilead Sciences Inc. | 0.02% | 2,795 | $343K | Reduce -4.3% |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 2,361 | $329K | Add +0.8% |
| TGT Target Corp. | 0.02% | 3,365 | $329K | New |
| NVR NVR Inc. | 0.02% | 45 | $328K | Add +28.6% |
| AWK American Water Works Co. Inc. | 0.02% | 2,495 | $326K | Reduce -7.2% |
| DOW Dow Inc. | 0.02% | 13,416 | $314K | Reduce -23.6% |
| STT State Street Corp. | 0.02% | 2,404 | $310K | No change |
| MET Metlife Inc. | 0.02% | 3,909 | $309K | No change |
| SBUX Starbucks Corp. | 0.02% | 3,654 | $308K | Reduce -67.2% |
| IWB iShares Russell 1000 ETF | 0.02% | 822 | $307K | No change |
| MCK McKesson Corp. | 0.02% | 373 | $306K | No change |
| MO Altria Group Inc. | 0.02% | 5,175 | $298K | No change |
| MDLZ Mondelez International Inc. Class A | 0.02% | 5,355 | $288K | Reduce -5.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.02% | 7,430 | $285K | Reduce -0.2% |
| ZBH Zimmer Biomet Holdings Inc. | 0.02% | 3,102 | $279K | Reduce -0.6% |
| ES Eversource Energy | 0.02% | 4,025 | $271K | Reduce -6.9% |
| ED Consolidated Edison Inc. | 0.02% | 2,694 | $268K | No change |
| ALL Allstate Corp. | 0.01% | 1,224 | $255K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 1,905 | $251K | Reduce -0.9% |
| CVS CVS Health Corp. | 0.01% | 3,150 | $250K | New |
| MDY State Street SPDR S&P Midcap | 0.01% | 414 | $250K | Reduce -17.9% |
| THG Hanover Insurance Group Inc./ | 0.01% | 1,360 | $249K | No change |
| AFL Aflac Inc. | 0.01% | 2,251 | $248K | Reduce -0.4% |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 1,419 | $238K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 1,720 | $236K | Reduce -2.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 1,653 | $233K | Reduce -0.8% |
| ICLN iShares Global Clean Energy | 0.01% | 14,075 | $231K | Add +1.5% |
| MFC Manulife Financial Corp. | 0.01% | 6,340 | $230K | New |
| DTE DTE Energy Company | 0.01% | 1,778 | $229K | Reduce -0.1% |
| WELL Welltower Inc. | 0.01% | 1,214 | $225K | Reduce -1.0% |
| SIHY Harbor Ares Systemt Hi YD-US | 0.01% | 4,876 | $223K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 449 | $220K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 995 | $219K | No change |
| CLX Clorox Company | 0.01% | 2,150 | $217K | Reduce -17.5% |
| KLAC KLA Corp. | 0.01% | 175 | $213K | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.01% | 17,711 | $206K | No change |
| TMUS T-Mobile US Inc. | 0.01% | 1,010 | $205K | Reduce -1.6% |
| NBH Neuberger Municipal Fund Inc. | 0.01% | 19,865 | $201K | No change |
| VMO Invesco Municipal Opport | 0.01% | 19,795 | $189K | No change |
| NAD Nuveen Quality Municipal Inc. | 0.01% | 13,025 | $157K | No change |
| EVN Eaton Vance Muni Inc. TR | 0.01% | 13,413 | $144K | No change |
| MQY BlackRock Muniyield Quality | 0.01% | 12,305 | $139K | No change |
| IQI Invesco Quality Muni Inc. TR | 0.01% | 13,348 | $133K | No change |
| DMB BNY Mellon Muni BND Infra | 0.01% | 12,075 | $133K | No change |
| PCT Purecycle Technologies Inc. | 0.01% | 15,400 | $132K | No change |
| SBI Western Asset Intermediate | 0.01% | 15,110 | $116K | No change |