| AAPL Apple Inc. | 4.68% | 297,778 | $66.1M | Reduce -6.1% |
| MSFT Microsoft Corp. | 3.68% | 138,391 | $52.0M | Add +2.3% |
| V Visa Inc. Class A | 3.41% | 137,381 | $48.1M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.34% | 247,896 | $47.2M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 2.31% | 208,645 | $32.6M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.24% | 59,517 | $31.7M | Reduce -2.6% |
| UNP Union Pacific Corp. | 2.12% | 126,903 | $30.0M | Reduce -2.5% |
| ANSS Ansys Inc. | 2.09% | 93,178 | $29.5M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 2.00% | 54,992 | $28.3M | Add +25.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.96% | 49,405 | $27.6M | Reduce -3.8% |
| AMT American Tower Corp. | 1.95% | 126,584 | $27.5M | Reduce -0.8% |
| SPGI S&P Global Inc. | 1.90% | 52,714 | $26.8M | Reduce -0.1% |
| MRSH Marsh & McLennan Cos | 1.82% | 105,501 | $25.7M | Reduce -1.6% |
| APD Air Products & Chemicals Inc. | 1.77% | 84,805 | $25.0M | Reduce -1.8% |
| ATR Aptargroup Inc. | 1.75% | 166,528 | $24.7M | Reduce -3.4% |
| ECL Ecolab Inc. | 1.74% | 96,681 | $24.5M | Reduce -2.1% |
| CRM Salesforce Inc. | 1.71% | 90,032 | $24.2M | Reduce -1.4% |
| SYK Stryker Corp. | 1.70% | 64,509 | $24.0M | Add +3.4% |
| IQV Iqvia Holdings Inc. | 1.67% | 134,154 | $23.7M | Reduce -0.6% |
| ADP Automatic Data Processing | 1.56% | 72,128 | $22.0M | Add +2.2% |
| ROP Roper Technologies Inc. | 1.50% | 36,048 | $21.3M | Reduce -4.7% |
| NOW ServiceNow Inc. | 1.43% | 25,406 | $20.2M | Add +14.1% |
| TMO Thermo Fisher Scientific Inc. | 1.41% | 39,999 | $19.9M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 1.39% | 277,635 | $19.7M | Reduce -1.5% |
| ROK Rockwell Automation Inc. | 1.38% | 75,495 | $19.5M | Reduce -2.8% |
| CVX Chevron Corp. | 1.32% | 111,309 | $18.6M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 1.29% | 106,661 | $18.2M | Add +4.0% |
| MKC McCormick & Co.-Non VTG SHRS | 1.15% | 197,604 | $16.3M | Reduce -0.7% |
| ZBRA Zebra Technologies Corp. Class A | 1.14% | 56,920 | $16.1M | Reduce -3.4% |
| ADBE Adobe Inc. | 1.12% | 41,154 | $15.8M | Reduce -1.2% |
| ABBV Abbvie Inc. | 1.08% | 72,616 | $15.2M | Reduce -1.2% |
| JNJ Johnson & Johnson | 1.00% | 85,219 | $14.1M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.97% | 125,986 | $13.7M | Add +0.7% |
| IDXX Idexx Laboratories Inc. | 0.85% | 28,658 | $12.0M | Add +4.7% |
| COST Costco Wholesale Corp. | 0.83% | 12,389 | $11.7M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.82% | 46,937 | $11.5M | Reduce -1.0% |
| VTIP Vanguard Short-Term Tips | 0.80% | 227,845 | $11.4M | Add +5.9% |
| ETN Eaton Corp. PLC | 0.80% | 41,601 | $11.3M | Add +7.9% |
| ABT Abbott Laboratories | 0.80% | 85,114 | $11.3M | Reduce -2.2% |
| VXF Vanguard Extended Market ETF | 0.76% | 62,223 | $10.7M | Add +7.3% |
| PG The Procter & Gamble Co. | 0.75% | 62,233 | $10.6M | Reduce -3.3% |
| XYL Xylem Inc. | 0.73% | 86,887 | $10.4M | Add +10.6% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 53,038 | $10.3M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.68% | 63,927 | $9.6M | Add +6.5% |
| EOG EOG Resources Inc. | 0.67% | 74,197 | $9.5M | Reduce -1.4% |
| SHW The Sherwin-Williams Co. | 0.61% | 24,541 | $8.6M | Reduce -1.8% |
| NKE Nike Inc. Class B | 0.60% | 134,367 | $8.5M | Reduce -7.2% |
| GOOGL Alphabet Inc. Class A | 0.60% | 55,040 | $8.5M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.59% | 26,464 | $8.3M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 79,824 | $7.9M | Reduce -2.6% |
| DHR Danaher Corp. | 0.54% | 37,466 | $7.7M | Add +1.4% |
| HD Home Depot Inc. | 0.54% | 20,803 | $7.6M | Reduce -2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.49% | 87,998 | $6.9M | Add +1.6% |
| MDY State Street SPDR S&P Midcap | 0.49% | 12,937 | $6.9M | Reduce -5.5% |
| PH Parker Hannifin Corp. | 0.48% | 11,260 | $6.8M | Reduce -0.9% |
| LECO Lincoln Electric Holdings | 0.47% | 35,064 | $6.6M | Reduce -8.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 23,113 | $6.4M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 59,411 | $6.2M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 49,831 | $6.1M | Add +9.4% |
| TER Teradyne Inc. | 0.41% | 70,384 | $5.8M | Reduce -34.8% |
| VRP Invesco Variable Rate Prefer | 0.40% | 233,293 | $5.7M | Add +2.1% |
| NSRGY Nestle SA-Spons ADR | 0.40% | 55,692 | $5.6M | Reduce -19.4% |
| TEL Te Connectivity PLC | 0.39% | 39,398 | $5.6M | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 70,668 | $5.5M | Reduce -5.1% |
| ZTS Zoetis Inc. | 0.39% | 33,263 | $5.5M | Add +20.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.38% | 60,823 | $5.4M | Add +26.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.35% | 7,439 | $4.9M | Add +6.7% |
| LOW Lowe's Cos Inc. | 0.34% | 20,680 | $4.8M | Reduce -8.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.33% | 200,888 | $4.6M | Add +5.1% |
| MRK Merck & Co. Inc. | 0.32% | 50,485 | $4.5M | Reduce -0.5% |
| ADI Analog Devices Inc. | 0.32% | 22,145 | $4.5M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.31% | 5,282 | $4.4M | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.31% | 194,215 | $4.4M | Add +7.7% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 70,283 | $4.1M | Add +8.8% |
| WM Waste Management Inc. | 0.29% | 17,662 | $4.1M | Add +0.3% |
| NFLX Netflix Inc. | 0.29% | 4,373 | $4.1M | Add +650.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 8,685 | $4.1M | Reduce -3.5% |
| GIS General Mills Inc. | 0.28% | 67,051 | $4.0M | No change |
| XOM Exxon Mobil Corp. | 0.28% | 33,687 | $4.0M | Add +8.6% |
| WELL Welltower Inc. | 0.28% | 25,832 | $4.0M | Reduce -3.0% |
| TT Trane Technologies PLC | 0.27% | 11,347 | $3.8M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 0.27% | 74,913 | $3.8M | Reduce -10.8% |
| IVV iShares Core S&P 500 ETF | 0.26% | 6,570 | $3.7M | Reduce -14.2% |
| RPM RPM International Inc. | 0.25% | 30,735 | $3.6M | No change |
| AXP American Express Co. | 0.25% | 13,200 | $3.6M | Add +15.8% |
| HUBB Hubbell Inc. | 0.25% | 10,693 | $3.5M | Reduce -6.2% |
| KO The Coca-Cola Co. | 0.23% | 45,997 | $3.3M | Reduce -1.2% |
| CLX Clorox Company | 0.23% | 22,270 | $3.3M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 54,584 | $3.2M | Add +0.7% |
| BIV Vanguard Intermediate-Term B | 0.22% | 41,322 | $3.2M | Reduce -9.9% |
| UNH Unitedhealth Group Inc. | 0.22% | 5,805 | $3.0M | Add +12.5% |
| IBTI iShares Ibonds Dec 2028 Term | 0.21% | 132,495 | $2.9M | Add +48.5% |
| ITW Illinois Tool Works | 0.20% | 11,571 | $2.9M | Reduce -2.1% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 34,000 | $2.9M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.19% | 17,475 | $2.7M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 10,350 | $2.7M | Reduce -3.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 37,848 | $2.6M | Reduce -15.5% |
| IVW iShares S&P 500 Growth ETF | 0.18% | 27,399 | $2.5M | Add +1.6% |
| VZ Verizon Communications Inc. | 0.18% | 55,901 | $2.5M | Reduce -19.1% |
| AMGN Amgen Inc. | 0.18% | 8,056 | $2.5M | Reduce -2.2% |
| NSC Norfolk Southern Corp. | 0.18% | 10,473 | $2.5M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 47,769 | $2.4M | Add +3.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 3 | $2.4M | No change |
| MDT Medtronic PLC | 0.17% | 26,395 | $2.4M | Reduce -3.3% |
| AFL Aflac Inc. | 0.17% | 21,206 | $2.4M | Reduce -0.9% |
| VCRB Vanguard Core Bond ETF | 0.17% | 30,143 | $2.3M | Add +36.0% |
| META Meta Platforms Inc. Class A | 0.16% | 3,928 | $2.3M | Add +91.0% |
| TYL Tyler Technologies Inc. | 0.16% | 3,855 | $2.2M | Reduce -2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 7,962 | $2.1M | Add +20.0% |
| MDLZ Mondelez International Inc. Class A | 0.14% | 30,040 | $2.0M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.14% | 14,417 | $2.0M | Add +2.9% |
| VXUS Vanguard Total Intl Stock | 0.14% | 31,162 | $1.9M | Add +3.3% |
| GILD Gilead Sciences Inc. | 0.14% | 17,240 | $1.9M | No change |
| SNPS Synopsys Inc. | 0.14% | 4,449 | $1.9M | Add +1.0% |
| TFLO iShares Treasury Floating Ra | 0.13% | 37,506 | $1.9M | Reduce -9.1% |
| MMM 3M Co. | 0.13% | 12,416 | $1.8M | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.13% | 82,873 | $1.8M | Add +4.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 29,470 | $1.8M | Reduce -7.2% |
| WMT Walmart Inc. | 0.13% | 20,112 | $1.8M | Reduce -1.1% |
| FDX FedEx Corp. | 0.12% | 7,229 | $1.8M | Reduce -12.5% |
| PM Philip Morris International | 0.12% | 10,984 | $1.7M | Add +10.0% |
| IBTF iShares Ibonds Dec 2025 Term | 0.12% | 74,200 | $1.7M | Reduce -54.0% |
| RTX RTX Corp. | 0.12% | 12,913 | $1.7M | Add +40.5% |
| PFE Pfizer Inc. | 0.12% | 67,342 | $1.7M | Reduce -0.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.12% | 34,197 | $1.7M | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.12% | 18,378 | $1.7M | Add +3.2% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 27,119 | $1.7M | Add +7.7% |
| FISV Fiserv Inc. | 0.12% | 7,402 | $1.6M | Add +10.9% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.11% | 79,983 | $1.6M | Add +6.9% |
| IBTL iShares Ibonds Dec 2031 Term | 0.11% | 76,758 | $1.6M | Add +6.3% |
| NN Nextnav Inc. | 0.11% | 125,000 | $1.5M | No change |
| MPWR Monolithic Power Systems Inc. | 0.11% | 2,619 | $1.5M | Add +0.2% |
| TGT Target Corp. | 0.11% | 14,552 | $1.5M | Add +8.0% |
| IBTM iShares Ibnds Dec 2032 TT | 0.10% | 64,193 | $1.5M | New |
| STX Seagate Technology Holdings | 0.10% | 17,000 | $1.4M | No change |
| NVS Novartis AG-Sponsored ADR | 0.10% | 12,935 | $1.4M | No change |
| ACN Accenture PLC Class A | 0.10% | 4,580 | $1.4M | Add +46.8% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 16,570 | $1.4M | Reduce -27.2% |
| IYW iShares Ustechnology ETF | 0.10% | 9,700 | $1.4M | No change |
| CMCSA Comcast Corp. Class A | 0.09% | 36,043 | $1.3M | Reduce -51.2% |
| AWK American Water Works Co. Inc. | 0.09% | 9,009 | $1.3M | Add +27.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.09% | 11,825 | $1.3M | Add +36.3% |
| BDX Becton Dickinson and Co. | 0.09% | 5,647 | $1.3M | No change |
| IWM iShares Russell 2000 ETF | 0.09% | 6,373 | $1.3M | Add +0.2% |
| STWD Starwood Property Trust Inc. | 0.08% | 60,683 | $1.2M | Reduce -0.4% |
| IWO iShares Russell 2000 Growth | 0.08% | 4,601 | $1.2M | No change |
| HOLX Hologic Inc. | 0.08% | 18,997 | $1.2M | No change |
| BSX Boston Scientific Corp. | 0.08% | 11,499 | $1.2M | Add +32.3% |
| APH Amphenol Corp. Class A | 0.08% | 17,671 | $1.2M | Reduce -1.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 13,609 | $1.1M | No change |
| GLW Corning Inc. | 0.08% | 24,910 | $1.1M | No change |
| CSCO Cisco Systems Inc. | 0.08% | 18,273 | $1.1M | Reduce -0.9% |
| IVE iShares S&P 500 Value ETF | 0.08% | 5,743 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.08% | 3,302 | $1.1M | Add +0.0% |
| IGM iShares Expanded Tech Sector | 0.08% | 11,904 | $1.1M | No change |
| FANG Diamondback Energy Inc. | 0.08% | 6,690 | $1.1M | No change |
| GATX Gatx Corp. | 0.07% | 6,781 | $1.1M | Reduce -1.1% |
| STE Steris PLC | 0.07% | 4,629 | $1.0M | No change |
| AMAT Applied Materials Inc. | 0.07% | 7,096 | $1.0M | Add +57.8% |
| FSLR First Solar Inc. | 0.07% | 8,125 | $1.0M | New |
| INTU Intuit Inc. | 0.07% | 1,671 | $1.0M | Add +24.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 4,059 | $1.0M | Reduce -5.5% |
| EMR Emerson Electric Co. | 0.07% | 8,769 | $961K | Reduce -2.3% |
| COP Conocophillips | 0.07% | 9,139 | $960K | No change |
| IR Ingersoll-Rand Inc. | 0.06% | 11,356 | $909K | No change |
| LNG Cheniere Energy Inc. | 0.06% | 3,775 | $874K | Reduce -3.8% |
| KMB Kimberly-Clark Corp. | 0.06% | 6,143 | $874K | No change |
| MO Altria Group Inc. | 0.06% | 13,779 | $827K | Add +7.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 2,345 | $827K | Reduce -1.7% |
| MA Mastercard Inc. Class A | 0.06% | 1,460 | $800K | No change |
| EFA iShares MSCI Eafe ETF | 0.06% | 9,697 | $793K | Reduce -0.0% |
| DE Deere & Co. | 0.05% | 1,653 | $776K | Add +40.7% |
| WY Weyerhaeuser Co. | 0.05% | 26,433 | $774K | Reduce -8.5% |
| KMI Kinder Morgan Inc. | 0.05% | 26,655 | $760K | Add +1.6% |
| HON Honeywell International Inc. | 0.05% | 3,585 | $759K | Reduce -40.3% |
| CL Colgate-Palmolive Co. | 0.05% | 7,960 | $746K | Add +21.3% |
| IAU iShares Gold Trust | 0.05% | 12,421 | $732K | No change |
| K Kellanova | 0.05% | 8,500 | $701K | Reduce -12.9% |
| NEOG Neogen Corp. | 0.05% | 80,211 | $695K | Reduce -9.7% |
| AZO AutoZone Inc. | 0.05% | 168 | $641K | Add +100.0% |
| AM Antero Midstream Corp. | 0.04% | 35,000 | $630K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 3,760 | $624K | Reduce -2.5% |
| SHEL Shell PLC-ADR | 0.04% | 8,502 | $623K | No change |
| VYM Vanguard High DVD Yield ETF | 0.04% | 4,740 | $611K | No change |
| SBUX Starbucks Corp. | 0.04% | 6,183 | $606K | Reduce -7.1% |
| INOD Innodata Inc. | 0.04% | 16,400 | $589K | New |
| DGS Wisdomtree Em Small Cap | 0.04% | 12,192 | $589K | Add +3.4% |
| PNC PNC Financial Services Group | 0.04% | 3,270 | $575K | Reduce -6.6% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 9,560 | $568K | Add +9.7% |
| WEC WEC Energy Group Inc. | 0.04% | 5,213 | $568K | No change |
| ALLE Allegion PLC | 0.04% | 4,346 | $567K | No change |
| CHD Church & Dwight Co. Inc. | 0.04% | 5,060 | $557K | No change |
| DOV Dover Corp. | 0.04% | 3,141 | $552K | No change |
| ABBNY Abb Ltd.-Spon ADR | 0.04% | 10,450 | $545K | Reduce -0.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.04% | 4,536 | $543K | Reduce -21.6% |
| FBND Fidelity Total Bond ETF | 0.04% | 11,799 | $539K | No change |
| AVY Avery Dennison Corp. | 0.04% | 3,000 | $534K | No change |
| FAST Fastenal Co. | 0.04% | 6,850 | $531K | No change |
| T AT&T Inc. | 0.04% | 18,396 | $520K | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 0.04% | 1,403 | $507K | No change |
| PODD Insulet Corp. | 0.04% | 1,900 | $499K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.04% | 4,750 | $498K | Reduce -5.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.04% | 9,450 | $495K | Add +2.0% |
| H&R Block, Inc. | 0.04% | 9,000 | $494K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 10,589 | $479K | Add +0.4% |
| EBC Eastern Bankshares Inc. | 0.03% | 27,381 | $449K | No change |
| LEN Lennar Corp. Class A | 0.03% | 3,841 | $441K | No change |
| CARR Carrier Global Corp. | 0.03% | 6,800 | $431K | New |
| SYY Sysco Corp. | 0.03% | 5,655 | $424K | Reduce -0.6% |
| DUOL Duolingo | 0.03% | 1,336 | $415K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.03% | 8,122 | $413K | Reduce -9.7% |
| TRV The Travelers Cos Inc. | 0.03% | 1,525 | $403K | No change |
| AVGO Broadcom Inc. | 0.03% | 2,402 | $402K | Add +77.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 1,081 | $401K | Add +4.3% |
| JCI Johnson Controls Internation | 0.03% | 4,999 | $400K | No change |
| LIN Linde PLC | 0.03% | 855 | $398K | No change |
| TXN Texas Instruments Inc. | 0.03% | 2,138 | $384K | No change |
| VDE Vanguard Energy ETF | 0.03% | 2,957 | $384K | Add +3.4% |
| BX Blackstone Inc. | 0.03% | 2,732 | $382K | No change |
| CVS CVS Health Corp. | 0.03% | 5,520 | $374K | Reduce -28.0% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 2,741 | $372K | Reduce -14.1% |
| WAT Waters Corp. | 0.03% | 1,004 | $370K | Add +1.3% |
| AEM Agnico Eagle Mines Ltd. | 0.03% | 3,394 | $368K | Reduce -30.0% |
| VLTO Veralto Corp. | 0.03% | 3,774 | $368K | Reduce -14.3% |
| JMUB JPMorgan Municipal ETF | 0.03% | 7,163 | $358K | No change |
| OTIS Otis Worldwide Corp. | 0.03% | 3,462 | $357K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.02% | 2,934 | $347K | Add +21.6% |
| NTRS Northern Trust Corp. | 0.02% | 3,497 | $345K | No change |
| CEF Sprott Physical Gold and Sil | 0.02% | 12,056 | $343K | No change |
| FLEX Flex Ltd. | 0.02% | 10,217 | $338K | No change |
| CRSP Crispr Therapeutics AG | 0.02% | 9,763 | $332K | No change |
| BND Vanguard Total Bond Market | 0.02% | 4,490 | $330K | Reduce -39.0% |
| MCHP Microchip Technology Inc. | 0.02% | 6,803 | $329K | Reduce -7.5% |
| SWKS Skyworks Solutions Inc. | 0.02% | 4,855 | $314K | No change |
| WCN Waste Connections Inc. | 0.02% | 1,605 | $313K | New |
| FLOT iShares Floating Rate Bond E | 0.02% | 6,038 | $308K | No change |
| SAIC Science Applications Inte | 0.02% | 2,735 | $307K | No change |
| CPRT Copart Inc. | 0.02% | 5,300 | $300K | No change |
| KVUE Kenvue Inc. | 0.02% | 12,512 | $300K | Add +9.7% |
| ALC Alcon Inc. filed as ALCON AG | 0.02% | 3,156 | $300K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.02% | 3,938 | $294K | Add +8.4% |
| BRO Brown & Brown Inc. | 0.02% | 2,350 | $292K | New |
| YUMC Yum China Holdings Inc. | 0.02% | 5,485 | $286K | Add +0.2% |
| FTV Fortive Corp. | 0.02% | 3,864 | $283K | Reduce -6.0% |
| ABNB Airbnb Inc. Class A | 0.02% | 2,282 | $273K | Add +6.9% |
| CWB SS SPDR BB Conv Sec ETF | 0.02% | 3,510 | $269K | No change |
| KEYS Keysight Technologies Inc. | 0.02% | 1,790 | $268K | New |
| MCO Moody's Corp. | 0.02% | 576 | $268K | No change |
| TRMB Trimble Inc. | 0.02% | 4,075 | $268K | No change |
| TIP iShares Tips Bond ETF | 0.02% | 2,401 | $267K | Add +2.0% |
| ROST Ross Stores Inc. | 0.02% | 2,091 | $267K | New |
| WFC Wells Fargo & Co. | 0.02% | 3,623 | $260K | No change |
| IWC iShares Micro-Cap ETF | 0.02% | 2,333 | $259K | No change |
| EGP Eastgroup Properties Inc. | 0.02% | 1,440 | $254K | New |
| PGR Progressive Corp. | 0.02% | 872 | $247K | New |
| CTSH Cognizant Tech Solutions-A | 0.02% | 3,120 | $239K | No change |
| HIG Hartford Insurance Group Inc. | 0.02% | 1,933 | $239K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 2,453 | $239K | Reduce -12.1% |
| MCK McKesson Corp. | 0.02% | 355 | $239K | No change |
| SMB Vaneck Short Muni ETF | 0.02% | 13,896 | $238K | No change |
| SSNC Ss&c Technologies Holdings | 0.02% | 2,840 | $237K | No change |
| TLH iShares 10-20 Year Treasury | 0.02% | 2,256 | $234K | Reduce -1.8% |
| ORLY O'reilly Automotive Inc. | 0.02% | 162 | $232K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.02% | 2,247 | $230K | Reduce -90.8% |
| IWB iShares Russell 1000 ETF | 0.02% | 725 | $222K | No change |
| RACE Ferrari NV | 0.02% | 513 | $220K | Reduce -11.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 451 | $219K | Reduce -18.1% |
| NXPI NXP Semiconductors NV | 0.02% | 1,140 | $217K | No change |
| D Dominion Energy Inc. | 0.02% | 3,850 | $216K | No change |
| XLE SS Energy Select Sector | 0.02% | 2,282 | $213K | Reduce -4.2% |
| USB US Bancorp | 0.01% | 4,995 | $211K | No change |
| UL Unilever PLC | 0.01% | 3,511 | $209K | New |
| NYT New York Times Co. Class A | 0.01% | 4,200 | $208K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 3,104 | $203K | Reduce -5.3% |
| GS Goldman Sachs Group Inc. | 0.01% | 370 | $202K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 906 | $201K | Reduce -2.3% |
| INTC Intel Corp. | 0.01% | 8,815 | $200K | Reduce -23.4% |
| FRST Primis Financial Corp. | 0.01% | 14,215 | $139K | No change |
| RLAY Relay Therapeutics Inc. | 0.00% | 12,397 | $32K | No change |
| VRAYQ Viewray Inc. | 0.00% | 10,000 | $0 | No change |