| JPST JPMorgan Ultra-Short Income | 6.14% | 1,867,988 | $94.7M | Add +3.3% |
| AVLV Avantis US Large Cap Value | 5.94% | 1,150,578 | $91.7M | Add +4.5% |
| AVUS Avantis U.S. Equity ETF | 5.21% | 700,712 | $80.3M | Add +8.2% |
| VTI VG Morningstar TS MKT ETF-US | 4.94% | 224,852 | $76.2M | Add +8.0% |
| VCIT Vanguard Int-Term Corporate | 4.78% | 880,037 | $73.8M | Add +6.5% |
| JBND JPMorgan Active Bond ETF | 4.36% | 1,245,983 | $67.3M | Add +26.2% |
| DFAI Dimensional International Co. | 3.38% | 1,321,376 | $52.1M | Add +8.1% |
| AAPL Apple Inc. | 3.03% | 188,828 | $46.8M | Reduce -2.4% |
| AVDE Avantis International Equity | 2.84% | 511,740 | $43.8M | Add +6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.33% | 52,390 | $35.9M | Reduce -0.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.28% | 689,620 | $35.2M | Add +5.0% |
| DUHP Dimensional US High Profi Et | 2.26% | 912,318 | $34.9M | Add +8.4% |
| DFIC Dimensional International Co. | 2.04% | 881,044 | $31.5M | Reduce -5.7% |
| MSFT Microsoft Corp. | 2.01% | 69,863 | $31.0M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.78% | 44,663 | $27.5M | Add +0.4% |
| NVDA Nvidia Corp. | 1.58% | 132,854 | $24.4M | Reduce -9.4% |
| JMUB JPMorgan Municipal ETF | 1.50% | 455,178 | $23.1M | Add +32.7% |
| DIHP Dimensional International Hi | 1.47% | 691,006 | $22.6M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 1.46% | 68,767 | $22.6M | Reduce -0.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.46% | 46,006 | $22.6M | Add +14.5% |
| MUNY Vanguard NY Tax-Ex Bond | 1.24% | 185,176 | $19.2M | Add +115.5% |
| AMZN Amazon.com Inc. | 1.07% | 71,429 | $16.5M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.99% | 25,014 | $15.3M | Reduce -6.4% |
| MAR Marriott International Class A | 0.98% | 47,431 | $15.1M | Reduce -0.4% |
| DFAE Dimensional Emerging Core Eq | 0.92% | 412,340 | $14.2M | Add +5.6% |
| VT Vanguard Tot World STK ETF | 0.88% | 94,473 | $13.6M | Add +3.2% |
| DFAS Dimensional US Small Cap ETF | 0.86% | 176,396 | $13.3M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 0.86% | 40,382 | $13.3M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.84% | 42,789 | $12.9M | Reduce -0.2% |
| DFUV Dimensional US Marketwide Va | 0.82% | 257,582 | $12.6M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.76% | 18,592 | $11.7M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 18,616 | $9.0M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 0.57% | 9,324 | $8.9M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 37,798 | $8.5M | Reduce -1.0% |
| DFAC Dimensional US Core Equity 2 | 0.54% | 206,602 | $8.4M | Reduce -2.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 11 | $8.0M | No change |
| XOM Exxon Mobil Corp. | 0.50% | 57,592 | $7.7M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.46% | 13,566 | $7.2M | Reduce -3.1% |
| AVEM Avantis Emerging Markets Eq | 0.46% | 87,552 | $7.2M | Reduce -1.1% |
| KLAC KLA Corp. | 0.42% | 4,241 | $6.4M | Reduce -0.6% |
| MLI Mueller Industries Inc. | 0.41% | 47,439 | $6.4M | Reduce -1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 19,111 | $6.2M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.39% | 13,898 | $6.0M | Add +0.2% |
| DFUS Dimensional US Eq MKT ETF | 0.37% | 76,806 | $5.7M | Reduce -5.9% |
| NFLX Netflix Inc. | 0.36% | 65,743 | $5.6M | Reduce -10.4% |
| AVGO Broadcom Inc. | 0.36% | 17,048 | $5.6M | Add +0.3% |
| V Visa Inc. Class A | 0.36% | 16,870 | $5.5M | Reduce -1.1% |
| RKT Rocket Cos Inc. Class A | 0.33% | 241,002 | $5.1M | Reduce -5.0% |
| JNJ Johnson & Johnson | 0.32% | 22,604 | $4.9M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 0.30% | 892 | $4.6M | Add +0.2% |
| GLDM SPDR Gold Minishares Trust | 0.28% | 45,958 | $4.4M | No change |
| LLY Eli Lilly & Co. | 0.28% | 3,941 | $4.3M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.27% | 6,164 | $4.2M | Add +2.1% |
| CAH Cardinal Health Inc. | 0.27% | 20,501 | $4.2M | Reduce -1.5% |
| CL Colgate-Palmolive Co. | 0.27% | 49,730 | $4.2M | Reduce -4.3% |
| DFAR Dimensional US Real Est ETF | 0.27% | 177,918 | $4.2M | Reduce -67.3% |
| NOW ServiceNow Inc. | 0.25% | 31,283 | $3.9M | Reduce -1.3% |
| GLD SPDR Gold Shares | 0.25% | 8,774 | $3.9M | Reduce -8.5% |
| EFA iShares MSCI Eafe ETF | 0.25% | 38,629 | $3.8M | Reduce -0.8% |
| CMI Cummins Inc. | 0.23% | 6,050 | $3.5M | Add +1.1% |
| DFEM Dimensional Emrg MRKT Core | 0.22% | 97,802 | $3.4M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 11,032 | $3.3M | Add +4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 28,730 | $3.3M | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.20% | 42,764 | $3.2M | Reduce -0.8% |
| AXP American Express Co. | 0.20% | 8,567 | $3.1M | Add +0.9% |
| AMAT Applied Materials Inc. | 0.18% | 8,699 | $2.8M | Add +0.7% |
| WMT Walmart Inc. | 0.18% | 23,620 | $2.8M | Add +4.3% |
| BX Blackstone Inc. | 0.17% | 17,279 | $2.7M | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 5,575 | $2.7M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.17% | 18,679 | $2.7M | Reduce -3.7% |
| MRK Merck & Co. Inc. | 0.17% | 23,756 | $2.6M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 0.17% | 3,414 | $2.6M | Add +10.7% |
| CBOE Cboe Global Markets Inc. | 0.16% | 9,061 | $2.5M | Add +1.9% |
| DFAT Dimensional US Target Value | 0.16% | 37,875 | $2.4M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 8,087 | $2.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 45,393 | $2.4M | Add +2.6% |
| KYN Kayne Anderson Energy Infra | 0.15% | 188,933 | $2.3M | No change |
| HD Home Depot Inc. | 0.15% | 5,833 | $2.2M | Reduce -6.1% |
| ABBV Abbvie Inc. | 0.14% | 10,102 | $2.2M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.14% | 7,009 | $2.1M | Reduce -0.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.14% | 39,348 | $2.1M | No change |
| WTRG Essential Utilities Inc. | 0.14% | 54,604 | $2.1M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.13% | 11,905 | $2.1M | Add +56.6% |
| BA The Boeing Co. | 0.12% | 7,453 | $1.9M | Add +3.6% |
| RTX RTX Corp. | 0.12% | 9,224 | $1.8M | Add +1.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.12% | 1,328 | $1.8M | Add +4.8% |
| DXC DXC Technology Co. | 0.12% | 118,919 | $1.8M | Add +1.8% |
| AMD Advanced Micro Devices | 0.11% | 6,890 | $1.7M | Add +2.1% |
| COST Costco Wholesale Corp. | 0.11% | 1,740 | $1.7M | Add +3.2% |
| MU Micron Technology Inc. | 0.11% | 4,294 | $1.7M | Add +5.1% |
| XLK SS Technology Select Sector | 0.11% | 11,566 | $1.7M | Reduce -5.3% |
| PFE Pfizer Inc. | 0.11% | 65,190 | $1.7M | Reduce -1.5% |
| RY Royal Bank of Canada | 0.11% | 9,874 | $1.7M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 8,339 | $1.7M | Reduce -1.0% |
| DTM DT Midstream Inc. | 0.10% | 13,575 | $1.6M | Reduce -4.1% |
| NVS Novartis AG-Sponsored ADR | 0.10% | 11,119 | $1.6M | Add +0.9% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.10% | 3,343 | $1.6M | No change |
| CAT Caterpillar Inc. | 0.10% | 2,398 | $1.5M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 2,410 | $1.5M | Add +0.9% |
| DHR Danaher Corp. | 0.10% | 6,324 | $1.5M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.10% | 4,254 | $1.5M | Reduce -8.5% |
| ABT Abbott Laboratories | 0.09% | 11,960 | $1.4M | Reduce -3.1% |
| VXUS Vanguard Total Intl Stock | 0.09% | 18,262 | $1.4M | Reduce -1.3% |
| QCOM Qualcomm Inc. | 0.09% | 8,935 | $1.4M | Reduce -14.8% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 4,369 | $1.4M | Add +8.6% |
| PWR Quanta Services Inc. | 0.09% | 2,954 | $1.4M | Add +0.2% |
| UNP Union Pacific Corp. | 0.09% | 5,964 | $1.4M | Add +0.3% |
| NEE Nextera Energy Inc. | 0.09% | 16,277 | $1.4M | Add +3.1% |
| VGK Vanguard Ftse Europe ETF | 0.09% | 15,710 | $1.3M | Add +3.9% |
| CVX Chevron Corp. | 0.09% | 8,027 | $1.3M | Reduce -3.1% |
| PDP Invesco Dorsey Wright Moment | 0.09% | 10,712 | $1.3M | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.09% | 5,247 | $1.3M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.08% | 28,968 | $1.3M | Add +41.8% |
| SHOP Shopify Inc. Class A | 0.08% | 9,025 | $1.3M | Add +0.8% |
| KO The Coca-Cola Co. | 0.08% | 17,081 | $1.2M | Add +0.7% |
| MMM 3M Co. | 0.08% | 8,081 | $1.2M | Add +1.0% |
| AVSU Avantis Resp US Equity ETF | 0.08% | 15,502 | $1.2M | Add +19.9% |
| INTC Intel Corp. | 0.08% | 22,189 | $1.2M | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 7,232 | $1.2M | Reduce -4.9% |
| VEA Vanguard Ftse Developed ETF | 0.08% | 18,107 | $1.2M | Reduce -3.3% |
| CSX CSX Corp. | 0.08% | 32,864 | $1.2M | Add +1.1% |
| MS Morgan Stanley | 0.08% | 6,332 | $1.2M | Add +0.9% |
| PM Philip Morris International | 0.07% | 6,825 | $1.2M | Add +2.1% |
| USB US Bancorp | 0.07% | 20,523 | $1.1M | Add +6.0% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.07% | 19,694 | $1.1M | Add +3.1% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.07% | 10,941 | $1.1M | Add +37.3% |
| DFLV Dim US Large Cap Value ETF | 0.07% | 30,630 | $1.1M | Add +4.1% |
| RPG Invesco S&P 500 Pure Growth | 0.07% | 22,000 | $1.1M | No change |
| C Citigroup Inc. | 0.07% | 9,426 | $1.1M | Add +3.4% |
| PEP Pepsico Inc. | 0.07% | 7,690 | $1.1M | Reduce -0.1% |
| GFI Gold Fields Ltd.-Spons ADR | 0.07% | 20,861 | $1.1M | Add +0.8% |
| TD Toronto-Dominion Bank | 0.07% | 11,380 | $1.1M | Add +1.6% |
| IWD iShares Russell 1000 Value E | 0.07% | 4,832 | $1.1M | Add +3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 3,824 | $1.1M | Reduce -4.4% |
| SPGI S&P Global Inc. | 0.07% | 1,933 | $1.0M | Reduce -1.1% |
| SAP Sap SE-Sponsored ADR | 0.07% | 4,478 | $1.0M | Reduce -9.3% |
| NET Cloudflare Inc. Class A | 0.06% | 5,914 | $997K | Add +0.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.06% | 10,970 | $993K | Add +3.3% |
| ADBE Adobe Inc. | 0.06% | 3,339 | $982K | Add +13.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.06% | 5,300 | $980K | Add +4.5% |
| APH Amphenol Corp. Class A | 0.06% | 6,285 | $965K | Reduce -1.0% |
| SCHB Schwab US Broad Market ETF | 0.06% | 36,135 | $958K | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.06% | 16,071 | $936K | No change |
| ET Energy Transfer LP | 0.06% | 52,828 | $932K | Add +0.0% |
| MDY State Street SPDR S&P Midcap | 0.06% | 1,435 | $922K | No change |
| BSX Boston Scientific Corp. | 0.06% | 10,051 | $921K | Add +1.2% |
| MRSH Marsh & McLennan Cos | 0.06% | 5,153 | $918K | Reduce -0.8% |
| IEV iShares Europe ETF | 0.06% | 13,000 | $914K | No change |
| EWD iShares MSCI Sweden ETF | 0.06% | 17,685 | $911K | Reduce -0.8% |
| URI United Rentals Inc. | 0.06% | 967 | $909K | Add +1.1% |
| FVCB Fvcbankcorp Inc. | 0.06% | 59,398 | $897K | Reduce -7.1% |
| RJF Raymond James Financial Inc. | 0.06% | 5,261 | $892K | Add +1.3% |
| DXCM Dexcom Inc. | 0.06% | 12,360 | $890K | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.06% | 1,515 | $888K | Reduce -6.9% |
| ENOR iShares MSCI Norway ETF | 0.06% | 29,055 | $880K | No change |
| UMC United Microelectron-SP ADR | 0.06% | 78,354 | $872K | Add +0.5% |
| EWL iShares MSCI Switzerland ETF | 0.06% | 14,330 | $867K | No change |
| ETN Eaton Corp. PLC | 0.06% | 2,560 | $865K | Add +0.7% |
| INTU Intuit Inc. | 0.06% | 1,641 | $861K | Reduce -2.3% |
| LOW Lowe's Cos Inc. | 0.06% | 3,106 | $859K | Reduce -1.6% |
| AVSD Avantis Reps Intern Equi ETF | 0.06% | 11,201 | $856K | Add +20.5% |
| AMGN Amgen Inc. | 0.06% | 2,488 | $855K | Add +1.6% |
| NUE Nucor Corp. | 0.06% | 4,816 | $851K | Reduce -4.7% |
| HCI Hci Group Inc. | 0.05% | 4,982 | $847K | No change |
| TMUS T-Mobile US Inc. | 0.05% | 4,525 | $828K | Reduce -7.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 10,771 | $825K | Add +5.4% |
| ADP Automatic Data Processing | 0.05% | 3,281 | $820K | Add +5.9% |
| DFSI Dimensional Int Sus COR1 ETF | 0.05% | 18,471 | $817K | Add +21.1% |
| AEP American Electric Power | 0.05% | 6,888 | $814K | Add +9.7% |
| IWF iShares Russell 1000 Growth | 0.05% | 1,750 | $809K | Add +2.5% |
| PGR Progressive Corp. | 0.05% | 3,977 | $807K | Add +1.9% |
| TM Toyota Motor Corp. -Spon ADR | 0.05% | 3,528 | $803K | Add +1.3% |
| T AT&T Inc. | 0.05% | 33,957 | $798K | Reduce -1.2% |
| GEV GE Vernova Inc. | 0.05% | 1,193 | $797K | Add +4.7% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 29,378 | $796K | Reduce -3.3% |
| GILD Gilead Sciences Inc. | 0.05% | 6,158 | $795K | Add +1.1% |
| AZO AutoZone Inc. | 0.05% | 228 | $795K | Reduce -0.4% |
| WF Woori Financial-Spon ADR | 0.05% | 12,962 | $784K | Add +3.3% |
| EPD Enterprise Products Partners | 0.05% | 23,703 | $781K | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 8,438 | $780K | No change |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.05% | 8,106 | $771K | Add +1.9% |
| TXN Texas Instruments Inc. | 0.05% | 3,947 | $767K | Add +3.6% |
| BABA Alibaba Group Holding-SP ADR | 0.05% | 4,535 | $765K | Reduce -0.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 2,676 | $757K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 4,962 | $754K | Add +29.5% |
| IBN Icici Bank Ltd.-Spon ADR | 0.05% | 25,452 | $746K | Reduce -1.4% |
| TPR Tapestry Inc. | 0.05% | 5,835 | $744K | Reduce -0.8% |
| EDEN iShares MSCI Denmark ETF | 0.05% | 6,145 | $740K | No change |
| WM Waste Management Inc. | 0.05% | 3,252 | $733K | Add +0.1% |
| BR Broadridge Financial Solutio | 0.05% | 3,561 | $729K | Add +0.4% |
| CRH CRH PLC | 0.05% | 5,943 | $713K | Add +31.9% |
| COF Capital One Financial Corp. | 0.05% | 3,110 | $713K | Add +1.9% |
| SCHW Schwab (charles) Corp. | 0.05% | 6,915 | $704K | Add +0.8% |
| SHEL Shell PLC-ADR | 0.05% | 9,460 | $698K | Reduce -0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 11,756 | $697K | Add +1.4% |
| COIN Coinbase Global Inc. Class A | 0.05% | 3,072 | $697K | Reduce -7.1% |
| MFM Aberdeen Municipal Income | 0.05% | 127,250 | $696K | Add +21.6% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.04% | 6,797 | $693K | No change |
| ED Consolidated Edison Inc. | 0.04% | 6,635 | $689K | Add +1.6% |
| UBER Uber Technologies Inc. | 0.04% | 8,153 | $687K | Add +20.1% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.04% | 8,238 | $685K | Add +0.6% |
| SONY Sony Group Corp. - SP ADR | 0.04% | 28,889 | $684K | Add +4.0% |
| CRM Salesforce Inc. | 0.04% | 3,073 | $681K | Add +6.5% |
| CME Cme Group Inc. | 0.04% | 2,546 | $677K | Add +0.8% |
| UBS UBS Group AG-Reg | 0.04% | 14,205 | $674K | Add +2.8% |
| WFC Wells Fargo & Co. | 0.04% | 7,787 | $671K | Add +1.7% |
| EMR Emerson Electric Co. | 0.04% | 4,425 | $662K | Add +1.2% |
| RSG Republic Services Inc. | 0.04% | 3,189 | $661K | Add +1.3% |
| SHW The Sherwin-Williams Co. | 0.04% | 1,959 | $659K | Reduce -7.2% |
| AVUV Avantis US Small Cap Value | 0.04% | 5,988 | $659K | Add +0.6% |
| BCS Barclays PLC-Spons ADR | 0.04% | 25,457 | $658K | Add +1.4% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.04% | 35,841 | $654K | Add +3.0% |
| ORLY O'reilly Automotive Inc. | 0.04% | 7,153 | $649K | Add +2.9% |
| SCHF Schwab Intl Equity ETF | 0.04% | 25,887 | $649K | Add +0.1% |
| MAMA Mama's Creations Inc. | 0.04% | 43,167 | $646K | Reduce -0.0% |
| ACN Accenture PLC Class A | 0.04% | 2,259 | $634K | Add +13.6% |
| SYK Stryker Corp. | 0.04% | 1,941 | $629K | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.04% | 15,891 | $624K | Add +4.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 1,975 | $623K | No change |
| INFY Infosys Ltd.-SP ADR | 0.04% | 33,350 | $611K | Reduce -7.4% |
| TRV The Travelers Cos Inc. | 0.04% | 2,253 | $610K | Add +1.1% |
| NKE Nike Inc. Class B | 0.04% | 9,361 | $607K | Add +5.0% |
| DUK Duke Energy Corp. | 0.04% | 5,499 | $603K | Reduce -1.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,348 | $601K | Add +9.0% |
| DELL Dell Technologies -C | 0.04% | 5,482 | $598K | Add +2.0% |
| LIN Linde PLC | 0.04% | 1,342 | $589K | Reduce -0.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.04% | 4,510 | $587K | Reduce -0.6% |
| ASX Ase Technology Holding -ADR | 0.04% | 30,810 | $585K | Add +4.0% |
| SBUX Starbucks Corp. | 0.04% | 6,092 | $583K | Reduce -3.5% |
| CCI Crown Castle Inc. | 0.04% | 9,653 | $581K | Add +1.0% |
| DE Deere & Co. | 0.04% | 1,132 | $580K | Reduce -0.7% |
| GL Globe Life Inc. | 0.04% | 4,193 | $577K | Reduce -1.6% |
| GLW Corning Inc. | 0.04% | 6,506 | $576K | Add +0.3% |
| MCO Moody's Corp. | 0.04% | 1,085 | $569K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.04% | 4,690 | $567K | Reduce -1.3% |
| DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD | 0.04% | 92,770 | $561K | No change |
| PH Parker Hannifin Corp. | 0.04% | 582 | $551K | Add +2.6% |
| HIG Hartford Insurance Group Inc. | 0.04% | 4,244 | $550K | Add +18.1% |
| SRE Sempra | 0.04% | 6,474 | $549K | Reduce -0.3% |
| HDB HDFC Bank Ltd.-ADR | 0.04% | 17,013 | $547K | Reduce -3.5% |
| ISRG Intuitive Surgical Inc. | 0.04% | 1,042 | $546K | Add +5.4% |
| U Unity Software Inc. | 0.04% | 13,224 | $544K | Reduce -0.6% |
| HCA HCA Healthcare Inc. | 0.04% | 1,185 | $543K | Add +1.3% |
| SHG Shinhan Financial Group-ADR | 0.04% | 9,438 | $541K | Add +2.1% |
| COO The Cooper Cos Inc. | 0.03% | 6,609 | $537K | Add +3.9% |
| ADI Analog Devices Inc. | 0.03% | 1,778 | $537K | Add +3.2% |
| NBH Neuberger Municipal Fund Inc. | 0.03% | 50,633 | $523K | Add +42.1% |
| Z Zillow Group Inc. Class C | 0.03% | 8,044 | $522K | Reduce -0.2% |
| AXON Axon Enterprise Inc. | 0.03% | 850 | $516K | No change |
| BND Vanguard Total Bond Market | 0.03% | 6,935 | $514K | Add +77.2% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.03% | 24,656 | $513K | Add +2.2% |
| MCK McKesson Corp. | 0.03% | 635 | $512K | Add +1.4% |
| HON Honeywell International Inc. | 0.03% | 2,325 | $509K | Add +1.1% |
| XBI SS SPDR S&P Biotech ETF | 0.03% | 3,958 | $507K | No change |
| GD General Dynamics Corp. | 0.03% | 1,388 | $506K | No change |
| WIT Wipro Ltd.-ADR | 0.03% | 193,496 | $503K | Add +10.3% |
| AEM Agnico Eagle Mines Ltd. | 0.03% | 2,448 | $503K | Reduce -3.4% |
| CMCSA Comcast Corp. Class A | 0.03% | 17,217 | $497K | Add +33.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 1,076 | $496K | Add +0.7% |
| AMT American Tower Corp. | 0.03% | 2,965 | $493K | Add +5.7% |
| AVSC Avantis US Small Cap Equity | 0.03% | 7,688 | $491K | Reduce -4.1% |
| CINF Cincinnati Financial Corp. | 0.03% | 3,041 | $488K | Add +0.5% |
| EFAX State Street SPDR MSCI Eafe | 0.03% | 9,374 | $486K | No change |
| SPGM State Street SPDR Portfolio | 0.03% | 6,153 | $482K | Add +1.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 6,137 | $482K | Add +104.4% |
| PANW Palo Alto Networks Inc. | 0.03% | 2,631 | $477K | Reduce -1.1% |
| AMP Ameriprise Financial Inc. | 0.03% | 960 | $475K | Reduce -0.2% |
| PMM Franklin Managed Municipal I | 0.03% | 76,102 | $475K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 6,744 | $474K | No change |
| ICE Intercontinental Exchange Inc. | 0.03% | 2,762 | $467K | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 8,312 | $466K | Reduce -3.4% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.03% | 18,724 | $464K | Add +5.2% |
| PNC PNC Financial Services Group | 0.03% | 2,314 | $462K | Add +0.1% |
| PLD Prologis Inc. | 0.03% | 3,499 | $459K | Add +3.3% |
| CB Chubb Ltd. | 0.03% | 1,545 | $456K | Add +1.4% |
| CTVA Corteva Inc. | 0.03% | 6,327 | $452K | Add +1.4% |
| CBRE CBRE Group Inc. Class A | 0.03% | 2,652 | $451K | Add +1.1% |
| RELX Relx PLC - Spon ADR | 0.03% | 11,084 | $447K | Add +2.5% |
| MDB Mongodb Inc. | 0.03% | 1,176 | $446K | Add +1.5% |
| EXE Expand Energy Corp. | 0.03% | 5,894 | $445K | Add +3.9% |
| PATK Patrick Industries Inc. | 0.03% | 3,360 | $444K | No change |
| AWK American Water Works Co. Inc. | 0.03% | 3,849 | $444K | Add +0.3% |
| STX Seagate Technology Holdings | 0.03% | 1,464 | $442K | Add +1.9% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 14,324 | $442K | Reduce -9.0% |
| RDY Dr. Reddy's Laboratories-ADR | 0.03% | 33,240 | $441K | Reduce -2.9% |
| EXPE Expedia Group Inc. | 0.03% | 1,675 | $437K | Add +1.8% |
| AIG American International Group | 0.03% | 6,048 | $435K | Reduce -15.2% |
| SO The Southern Co. | 0.03% | 5,214 | $430K | Reduce -4.1% |
| VONV Vanguard Russell 1000 Value | 0.03% | 4,448 | $428K | No change |
| BTI British American Tob-SP ADR | 0.03% | 7,386 | $426K | Reduce -1.6% |
| TOST Toast Inc. Class A | 0.03% | 12,979 | $426K | Reduce -1.0% |
| NEM Newmont Corp. | 0.03% | 3,718 | $421K | Reduce -0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 4,121 | $416K | No change |
| KR Kroger Co. | 0.03% | 6,488 | $415K | Add +0.6% |
| CCJ Cameco Corp. | 0.03% | 3,375 | $413K | Reduce -1.1% |
| ADSK Autodesk Inc. | 0.03% | 1,628 | $410K | Reduce -1.3% |
| DLTR Dollar Tree Inc. | 0.03% | 3,428 | $410K | Reduce -0.4% |
| KMI Kinder Morgan Inc. | 0.03% | 15,422 | $409K | Reduce -0.9% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.03% | 9,665 | $409K | Add +0.5% |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 2,742 | $408K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 3,779 | $407K | Add +5.0% |
| BHP BHP Group Ltd.-Spon ADR | 0.03% | 6,193 | $406K | Add +5.5% |
| IAU iShares Gold Trust | 0.03% | 4,435 | $403K | Reduce -0.8% |
| VTR Ventas Inc. | 0.03% | 6,790 | $400K | Add +2.0% |
| KGC Kinross Gold Corp. | 0.03% | 11,318 | $399K | Reduce -0.8% |
| WPM Wheaton Precious Metals Corp. | 0.03% | 2,894 | $398K | Reduce -1.9% |
| ALL Allstate Corp. | 0.03% | 2,055 | $398K | No change |
| CEG Constellation Energy | 0.03% | 1,348 | $397K | Add +1.1% |
| WDC Western Digital Corp. | 0.03% | 1,626 | $393K | Add +16.9% |
| SNPS Synopsys Inc. | 0.03% | 753 | $393K | Add +3.9% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 7,162 | $390K | Add +4.8% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 2,869 | $390K | No change |
| AFL Aflac Inc. | 0.03% | 3,623 | $389K | Add +0.7% |
| ITW Illinois Tool Works | 0.03% | 1,599 | $389K | Add +0.5% |
| O Realty Income Corp. | 0.03% | 6,244 | $386K | Add +2.3% |
| LNG Cheniere Energy Inc. | 0.02% | 2,359 | $384K | Add +15.2% |
| CDNS Cadence Design SYS Inc. | 0.02% | 1,233 | $384K | Add +3.0% |
| DFAU Dimensional US Core Equity M | 0.02% | 8,058 | $382K | Reduce -4.1% |
| TRGP Targa Resources Corp. | 0.02% | 2,151 | $380K | Reduce -9.0% |
| IWB iShares Russell 1000 ETF | 0.02% | 1,005 | $378K | No change |
| SCCO Southern Copper Corp. | 0.02% | 2,036 | $375K | Add +7.5% |
| IXJ iShares Global Healthcare Et | 0.02% | 3,748 | $374K | No change |
| MDT Medtronic PLC | 0.02% | 3,705 | $372K | Add +10.2% |
| SAN Banco Santander SA-Spon ADR | 0.02% | 30,182 | $368K | Add +2.4% |
| EQIX Equinix Inc. | 0.02% | 477 | $365K | Add +1.3% |
| RIO Rio Tinto PLC-Spon ADR | 0.02% | 4,090 | $363K | Add +2.0% |
| MHN BlackRock Muniholding NY QLT | 0.02% | 35,359 | $363K | No change |
| ACWI iShares MSCI Acwi ETF | 0.02% | 2,521 | $363K | Add +0.1% |
| CVS CVS Health Corp. | 0.02% | 4,405 | $359K | Add +6.3% |
| RACE Ferrari NV | 0.02% | 1,049 | $358K | Add +0.2% |
| DVN Devon Energy Corp. | 0.02% | 9,362 | $353K | Add +11.3% |
| MFG Mizuho Financial Group-ADR | 0.02% | 41,356 | $349K | Add +6.8% |
| PKX Posco Holdings Inc. -Spon ADR | 0.02% | 5,669 | $341K | Add +16.4% |
| NOC Northrop Grumman Corp. | 0.02% | 511 | $339K | Reduce -0.6% |
| NTES Netease Inc.-ADR | 0.02% | 2,571 | $338K | Reduce -0.1% |
| APP AppLovin Corp. Class A | 0.02% | 634 | $338K | Reduce -0.9% |
| DD Dupont DE Nemours Inc. | 0.02% | 7,875 | $330K | Add +0.4% |
| OMC Omnicom Group | 0.02% | 5,005 | $326K | Add +17.6% |
| IDXX Idexx Laboratories Inc. | 0.02% | 465 | $324K | Add +2.2% |
| VTWV Vanguard Russell 2000 Value | 0.02% | 1,854 | $323K | No change |
| HWM Howmet Aerospace Inc. | 0.02% | 1,443 | $322K | Add +6.5% |
| XBNYX BlackRock New York Muni Inc. | 0.02% | 31,690 | $322K | No change |
| MET Metlife Inc. | 0.02% | 4,113 | $315K | Add +3.5% |
| WELL Welltower Inc. | 0.02% | 1,779 | $313K | Add +8.2% |
| SKM SK Telecom Co. Ltd.-Spon ADR | 0.02% | 13,388 | $313K | New |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.02% | 3,402 | $311K | Add +4.2% |
| MFC Manulife Financial Corp. | 0.02% | 8,401 | $311K | Add +2.4% |
| WSM Williams-Sonoma Inc. | 0.02% | 1,460 | $311K | Add +4.5% |
| EFX Equifax Inc. | 0.02% | 1,466 | $311K | Reduce -0.9% |
| DFIV Dimensional International Va | 0.02% | 5,987 | $309K | Reduce -7.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.02% | 6,937 | $307K | New |
| LUV Southwest Airlines Co. | 0.02% | 8,013 | $307K | Add +6.1% |
| YUM Yum! Brands Inc. | 0.02% | 2,036 | $303K | Add +2.2% |
| XLV SS Health Care Select Sector | 0.02% | 1,913 | $303K | Reduce -0.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.02% | 5,959 | $303K | Reduce -18.2% |
| TRI Thomson Reuters Corp. | 0.02% | 2,511 | $302K | Add +0.4% |
| CAG Conagra Brands Inc. | 0.02% | 18,943 | $301K | Add +10.1% |
| HUM Humana Inc. | 0.02% | 1,103 | $299K | Reduce -2.5% |
| MGA Magna International Inc. | 0.02% | 5,519 | $298K | Add +9.6% |
| VHT Vanguard Health Care ETF | 0.02% | 1,010 | $297K | Reduce -5.8% |
| CP Canadian Pacific Kansas City | 0.02% | 4,125 | $297K | Reduce -2.2% |
| CARR Carrier Global Corp. | 0.02% | 5,287 | $293K | Add +1.9% |
| COP Conocophillips | 0.02% | 3,075 | $291K | Reduce -7.7% |
| SEIC Sei Investments Company | 0.02% | 3,611 | $289K | New |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.02% | 3,905 | $288K | Add +0.4% |
| TFC Truist Financial Corp. | 0.02% | 8,317 | $283K | Add +4.5% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.02% | 6,474 | $282K | New |
| TT Trane Technologies PLC | 0.02% | 735 | $280K | Add +9.7% |
| ARGX Argenx SE - ADR | 0.02% | 338 | $276K | Add +2.7% |
| ESLT Elbit Systems Ltd. | 0.02% | 386 | $275K | New |
| MSCI MSCI Inc. | 0.02% | 465 | $274K | Reduce -3.5% |
| FDX FedEx Corp. | 0.02% | 877 | $269K | Add +2.3% |
| ING ING Groep N.V.-Sponsored ADR | 0.02% | 9,413 | $268K | Reduce -1.4% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 5,034 | $268K | Reduce -12.8% |
| MRVL Marvell Technology Inc. | 0.02% | 3,247 | $268K | Add +10.8% |
| JEPI JPMorgan Equity Premium Inco | 0.02% | 4,588 | $267K | No change |
| PDD PDD Holdings Inc. | 0.02% | 2,515 | $266K | Add +3.9% |
| KEP Korea Elec Power Corp.-SP ADR | 0.02% | 11,367 | $264K | New |
| COR Cencora Inc. | 0.02% | 1,403 | $264K | Add +7.4% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 6,489 | $264K | New |
| GSK GSK PLC-Spon ADR | 0.02% | 5,458 | $262K | Reduce -1.6% |
| MKL Markel Group Inc. | 0.02% | 139 | $262K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 650 | $261K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 5,368 | $260K | Add +2.2% |
| TPL Texas Pacific Land Corp. | 0.02% | 749 | $259K | Add +9.0% |
| TGT Target Corp. | 0.02% | 2,442 | $259K | Reduce -0.4% |
| ENB Enbridge Inc. | 0.02% | 5,450 | $258K | Add +2.6% |
| JCI Johnson Controls Internation | 0.02% | 2,216 | $256K | Add +0.1% |
| IMO Imperial Oil Ltd. | 0.02% | 2,552 | $256K | Reduce -3.2% |
| JNK SS SPDR BB High Yield Bond | 0.02% | 2,612 | $256K | Reduce -0.0% |
| CW Curtiss-Wright Corp. | 0.02% | 381 | $251K | Add +1.6% |
| VST Vistra Corp. | 0.02% | 1,791 | $250K | Add +0.2% |
| MPWR Monolithic Power Systems Inc. | 0.02% | 243 | $250K | Add +7.0% |
| PAYX Paychex Inc. | 0.02% | 2,389 | $249K | Add +0.9% |
| JHG Janus Henderson Group PLC | 0.02% | 5,184 | $248K | New |
| SCHG Schwab US Large-Cap Growth | 0.02% | 7,757 | $247K | Reduce -17.0% |
| OKE Oneok Inc. | 0.02% | 3,836 | $245K | Add +3.4% |
| SU Suncor Energy Inc. | 0.02% | 4,832 | $244K | New |
| NMR Nomura Holdings Inc.-Spon ADR | 0.02% | 27,088 | $243K | New |
| MSI Motorola Solutions Inc. | 0.02% | 909 | $243K | Add +6.1% |
| SPOT Spotify Technology SA | 0.02% | 483 | $243K | Reduce -11.1% |
| FCX Freeport-McMoran Inc. | 0.02% | 3,998 | $242K | New |
| WMB Williams Cos Inc. | 0.02% | 4,694 | $242K | Add +8.6% |
| FISV Fiserv Inc. | 0.02% | 3,680 | $242K | Add +11.0% |
| ECL Ecolab Inc. | 0.02% | 1,011 | $239K | Reduce -4.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 2,530 | $239K | No change |
| CVE Cenovus Energy Inc. | 0.02% | 12,898 | $238K | Reduce -5.8% |
| TCOM Trip.com Group Ltd.-ADR | 0.02% | 3,821 | $237K | Reduce -0.4% |
| CX Cemex Sab-Spons ADR Part Cer | 0.02% | 18,351 | $237K | New |
| REGN Regeneron Pharmaceuticals | 0.02% | 322 | $237K | New |
| EA Electronic Arts Inc. | 0.02% | 1,156 | $236K | Reduce -28.1% |
| STT State Street Corp. | 0.02% | 1,844 | $234K | Add +1.7% |
| PHG Koninklijke Philips NVR- NY | 0.02% | 7,954 | $232K | Add +0.3% |
| CI The Cigna Group | 0.01% | 872 | $232K | Reduce -0.9% |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.01% | 4,577 | $232K | New |
| DXJ Wisdomtree Japan Hedged Eq | 0.01% | 1,500 | $231K | No change |
| BYM BlackRock Muni Inc. QLTY | 0.01% | 20,863 | $228K | Add +10.6% |
| BILI Bilibili Inc.-Sponsored ADR | 0.01% | 7,099 | $227K | New |
| WEX Wex Inc. | 0.01% | 1,670 | $226K | Add +7.0% |
| GWW WW Grainger Inc. | 0.01% | 233 | $226K | New |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 2,475 | $225K | Reduce -8.4% |
| MCHP Microchip Technology Inc. | 0.01% | 3,269 | $222K | New |
| SCHH Schwab US REIT ETF | 0.01% | 10,235 | $220K | Reduce -4.5% |
| GDXJ Vaneck Junior Gold Miners | 0.01% | 1,630 | $220K | New |
| ELV Elevance Health Inc. | 0.01% | 592 | $219K | New |
| ILMN Illumina Inc. | 0.01% | 1,458 | $217K | New |
| VEEV Veeva Systems Inc. Class A | 0.01% | 977 | $215K | New |
| DB Deutsche Bank AG-Registered | 0.01% | 5,666 | $215K | New |
| DASH DoorDash Inc. Class A | 0.01% | 1,039 | $214K | Reduce -4.2% |
| SNY Sanofi-ADR | 0.01% | 4,636 | $214K | Reduce -14.0% |
| GM General Motors Co. | 0.01% | 2,748 | $212K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 941 | $211K | Add +3.3% |
| CNC Centene Corp. | 0.01% | 5,024 | $210K | New |
| XLF SS Financial Select Sector | 0.01% | 3,898 | $208K | No change |
| MNST Monster Beverage Corp. | 0.01% | 2,783 | $208K | New |
| NDAQ Nasdaq Inc. | 0.01% | 2,157 | $207K | New |
| NGG National Grid PLC-SP ADR | 0.01% | 2,544 | $206K | New |
| EEMX State Street SPDR MSCI Emerg | 0.01% | 4,528 | $206K | New |
| XYL Xylem Inc. | 0.01% | 1,446 | $205K | Add +2.0% |
| BIIB Biogen Inc. | 0.01% | 1,212 | $204K | New |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 1,386 | $204K | New |
| IJR iShares Core S&P Small-Cap E | 0.01% | 1,565 | $204K | New |
| HII Huntington Ingalls Industrie | 0.01% | 487 | $203K | New |
| HAL Halliburton Co. | 0.01% | 6,572 | $203K | New |
| SYF Synchrony Financial | 0.01% | 2,619 | $202K | New |
| WBD Warner Bros Discovery Inc. | 0.01% | 7,076 | $202K | New |
| PYPL PayPal Holdings Inc. | 0.01% | 3,608 | $202K | Add +3.9% |
| XPEV Xpeng Inc. - ADR | 0.01% | 9,868 | $201K | Add +4.3% |