| AAPL Apple Inc. | 4.78% | 663,700 | $166.2M | Add +2.1% |
| MSFT Microsoft Corp. | 3.44% | 284,454 | $119.9M | Add +2.2% |
| NVDA Nvidia Corp. | 2.83% | 732,553 | $98.4M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 2.76% | 438,631 | $96.2M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 2.42% | 351,095 | $84.2M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 2.28% | 419,119 | $79.3M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.12% | 162,929 | $73.9M | Reduce -1.6% |
| PGR Progressive Corp. | 1.93% | 280,488 | $67.2M | Add +0.7% |
| MA Mastercard Inc. Class A | 1.74% | 115,096 | $60.6M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 1.69% | 177,183 | $58.8M | Reduce -1.6% |
| SHW The Sherwin-Williams Co. | 1.66% | 169,992 | $57.8M | Add +0.4% |
| META Meta Platforms Inc. Class A | 1.40% | 83,275 | $48.8M | Reduce -1.1% |
| AVGO Broadcom Inc. | 1.35% | 202,486 | $46.9M | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 75,921 | $44.5M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 1.26% | 230,704 | $43.9M | Reduce -1.6% |
| SYK Stryker Corp. | 1.18% | 114,184 | $41.1M | Add +1.5% |
| XLK SS Technology Select Sector | 1.13% | 168,481 | $39.2M | Add +0.0% |
| LOW Lowe's Cos Inc. | 1.09% | 154,256 | $38.1M | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.97% | 455,659 | $33.7M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.94% | 35,756 | $32.8M | Add +0.7% |
| ACN Accenture PLC Class A | 0.92% | 91,487 | $32.2M | Add +4.4% |
| V Visa Inc. Class A | 0.92% | 100,926 | $31.9M | Reduce -2.5% |
| ANSS Ansys Inc. | 0.90% | 93,225 | $31.4M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.88% | 58,951 | $30.7M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.87% | 424,668 | $30.4M | Add +3.3% |
| ECL Ecolab Inc. | 0.87% | 128,532 | $30.1M | Add +4.0% |
| BLK BlackRock Inc. | 0.83% | 28,277 | $29.0M | Reduce -0.5% |
| NOC Northrop Grumman Corp. | 0.79% | 58,748 | $27.6M | Add +0.4% |
| AMGN Amgen Inc. | 0.78% | 104,819 | $27.3M | Add +5.4% |
| RDDT Reddit Inc. Class A | 0.76% | 161,205 | $26.3M | Reduce -5.2% |
| QCOM Qualcomm Inc. | 0.75% | 170,517 | $26.2M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.75% | 170,709 | $26.0M | Reduce -4.9% |
| ADBE Adobe Inc. | 0.74% | 57,889 | $25.7M | Reduce -9.7% |
| ZTS Zoetis Inc. | 0.73% | 154,945 | $25.2M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.72% | 208,545 | $25.2M | Add +2.5% |
| UNP Union Pacific Corp. | 0.72% | 109,212 | $24.9M | Reduce -7.1% |
| KNSL Kinsale Capital Group Inc. | 0.72% | 53,518 | $24.9M | Reduce -0.4% |
| PYPL PayPal Holdings Inc. | 0.70% | 285,232 | $24.3M | Add +29.7% |
| AMT American Tower Corp. | 0.66% | 124,819 | $22.9M | Reduce -0.6% |
| ROK Rockwell Automation Inc. | 0.65% | 79,669 | $22.8M | Reduce -0.9% |
| ABT Abbott Laboratories | 0.64% | 197,549 | $22.3M | Add +1.8% |
| IQLT iShares MSCI International Q | 0.64% | 597,373 | $22.2M | Add +3.0% |
| IONQ Ionq Inc. | 0.62% | 514,699 | $21.5M | Reduce -10.7% |
| CRDO Credo Technology Group Holdi | 0.60% | 309,080 | $20.8M | Reduce -0.9% |
| AMAT Applied Materials Inc. | 0.59% | 127,231 | $20.7M | Reduce -5.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.59% | 295,715 | $20.4M | Add +9.8% |
| MRSH Marsh & McLennan Cos | 0.58% | 94,384 | $20.0M | Add +5.0% |
| CSX CSX Corp. | 0.57% | 612,051 | $19.8M | Add +1.4% |
| NET Cloudflare Inc. Class A | 0.56% | 181,093 | $19.5M | Add +7.3% |
| SOUN Soundhound AI Inc. Class A | 0.56% | 982,050 | $19.5M | Add +9.2% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 99,461 | $19.5M | Add +1.8% |
| WMT Walmart Inc. | 0.56% | 215,123 | $19.4M | Add +0.5% |
| HD Home Depot Inc. | 0.56% | 49,931 | $19.4M | Add +5.2% |
| CVX Chevron Corp. | 0.54% | 129,115 | $18.7M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.53% | 128,659 | $18.6M | Reduce -3.9% |
| KMI Kinder Morgan Inc. | 0.52% | 665,412 | $18.2M | Add +5.0% |
| OTIS Otis Worldwide Corp. | 0.51% | 192,674 | $17.8M | Add +1.2% |
| TMUS T-Mobile US Inc. | 0.51% | 80,392 | $17.7M | Add +9.7% |
| ZBRA Zebra Technologies Corp. Class A | 0.50% | 45,399 | $17.5M | Reduce -0.4% |
| MTD Mettler-Toledo International | 0.50% | 14,256 | $17.4M | Add +1.5% |
| VOO Vanguard S&P 500 ETF | 0.50% | 32,205 | $17.4M | Add +4.3% |
| TW Tradeweb Markets Inc. Class A | 0.49% | 130,635 | $17.1M | Add +1.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.49% | 194,484 | $17.1M | Reduce -2.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.49% | 198,545 | $17.1M | Reduce -7.0% |
| TEL Te Connectivity PLC | 0.49% | 119,041 | $17.0M | Add +4.3% |
| WSO Watsco Inc. | 0.46% | 34,034 | $16.1M | Reduce -0.4% |
| IBTF iShares Ibonds Dec 2025 Term | 0.45% | 674,673 | $15.7M | Add +20.4% |
| CASY Casey's General Stores Inc. | 0.45% | 39,634 | $15.7M | Add +6.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.45% | 344,851 | $15.5M | Add +3.3% |
| RSG Republic Services Inc. | 0.44% | 76,883 | $15.5M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.44% | 257,313 | $15.2M | Add +8.4% |
| XLF SS Financial Select Sector | 0.43% | 307,711 | $14.9M | Reduce -0.9% |
| CHD Church & Dwight Co. Inc. | 0.42% | 139,884 | $14.6M | Add +1.5% |
| LMT Lockheed Martin Corp. | 0.41% | 29,643 | $14.4M | Add +3.5% |
| CTAS Cintas Corp. | 0.41% | 77,620 | $14.2M | Add +4.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.40% | 1,347,980 | $14.0M | Add +5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 51,727 | $13.7M | Add +3.4% |
| MCD McDonald's Corp. | 0.39% | 47,085 | $13.6M | Add +44.3% |
| UNH Unitedhealth Group Inc. | 0.39% | 26,612 | $13.5M | Add +0.2% |
| MDY State Street SPDR S&P Midcap | 0.38% | 23,520 | $13.4M | Reduce -2.3% |
| RTX RTX Corp. | 0.38% | 114,519 | $13.3M | Add +1.1% |
| CB Chubb Ltd. | 0.37% | 46,862 | $12.9M | Reduce -1.1% |
| PM Philip Morris International | 0.35% | 102,145 | $12.3M | Add +0.1% |
| UBER Uber Technologies Inc. | 0.35% | 202,996 | $12.2M | Add +1955.0% |
| EMR Emerson Electric Co. | 0.34% | 96,394 | $11.9M | Add +4.1% |
| XLV SS Health Care Select Sector | 0.34% | 85,740 | $11.8M | Add +5.5% |
| STE Steris PLC | 0.34% | 57,188 | $11.8M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 22,936 | $11.7M | Reduce -0.5% |
| OEF iShares S&P 100 ETF | 0.33% | 39,288 | $11.3M | Add +4.3% |
| SHOP Shopify Inc. Class A | 0.32% | 105,746 | $11.2M | Add +0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 62,935 | $11.0M | Add +4.9% |
| IBTG iShares Ibonds Dec 2026 Term | 0.30% | 460,684 | $10.5M | Add +407.0% |
| URI United Rentals Inc. | 0.30% | 14,716 | $10.4M | Add +1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 235,801 | $10.4M | Reduce -5.0% |
| WING Wingstop Inc. | 0.29% | 35,675 | $10.1M | Add +32.5% |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.29% | 88,199 | $10.1M | Add +9.1% |
| PG The Procter & Gamble Co. | 0.28% | 58,927 | $9.9M | Add +1.6% |
| HON Honeywell International Inc. | 0.28% | 42,656 | $9.6M | Add +8.7% |
| DE Deere & Co. | 0.27% | 22,407 | $9.5M | Reduce -1.1% |
| DELL Dell Technologies -C | 0.27% | 81,330 | $9.4M | Add +40.8% |
| HIMS Hims & Hers Health Inc. | 0.26% | 376,910 | $9.1M | Add +25.5% |
| SPHR Sphere Entertainment Co. | 0.26% | 225,860 | $9.1M | Add +35.1% |
| XBI SS SPDR S&P Biotech ETF | 0.26% | 101,106 | $9.1M | Add +6.0% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 90,403 | $9.1M | Add +215.0% |
| WM Waste Management Inc. | 0.26% | 44,711 | $9.0M | Reduce -1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 118,701 | $9.0M | Add +17.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 30,887 | $9.0M | Reduce -2.0% |
| WPC WP Carey Inc. | 0.25% | 161,188 | $8.8M | Reduce -7.3% |
| IVV iShares Core S&P 500 ETF | 0.25% | 14,852 | $8.7M | Add +10.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 38,126 | $8.4M | Add +4.6% |
| CMG Chipotle Mexican Grill Inc. | 0.24% | 137,333 | $8.3M | Add +70.4% |
| XLE SS Energy Select Sector | 0.23% | 95,197 | $8.2M | Add +12.3% |
| MAS Masco Corp. | 0.23% | 111,920 | $8.1M | Reduce -22.5% |
| WDAY Workday Inc. Class A | 0.23% | 31,071 | $8.0M | Add +3.0% |
| XLY SS Consumer Disc Select Sect | 0.23% | 34,954 | $7.8M | Add +2.8% |
| ABBV Abbvie Inc. | 0.22% | 44,023 | $7.8M | Add +14.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.22% | 101,167 | $7.7M | Reduce -1.5% |
| HBAN Huntington Bancshares Inc. | 0.22% | 464,092 | $7.6M | Reduce -21.1% |
| CMI Cummins Inc. | 0.21% | 21,470 | $7.5M | Reduce -1.3% |
| XLI SS Industrial Select Sector | 0.21% | 55,423 | $7.3M | Reduce -0.1% |
| XLC SS Comm Select Sector SPDR | 0.21% | 75,355 | $7.3M | Add +5.7% |
| ADSK Autodesk Inc. | 0.21% | 24,266 | $7.2M | Add +0.1% |
| S Sentinelone Inc. Class A | 0.21% | 322,840 | $7.2M | New |
| AKAM Akamai Technologies Inc. | 0.20% | 73,490 | $7.0M | Reduce -6.6% |
| NVT Nvent Electric PLC | 0.20% | 101,835 | $6.9M | Add +13.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 10 | $6.8M | No change |
| ARCC Ares Capital Corp. | 0.19% | 309,022 | $6.8M | Add +5.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 19,695 | $6.7M | Add +111.3% |
| ORCL Oracle Corp. | 0.19% | 40,429 | $6.7M | Reduce -0.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.19% | 121,710 | $6.7M | Add +10.6% |
| KRE SS SPDR S&P Regional Bank | 0.19% | 108,951 | $6.6M | Reduce -7.5% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 240,564 | $6.6M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.19% | 8,462 | $6.5M | Add +16.4% |
| GEV GE Vernova Inc. | 0.18% | 18,677 | $6.1M | Reduce -2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 14,703 | $6.0M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 51,411 | $5.9M | Add +10.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.17% | 298,751 | $5.8M | Add +1.3% |
| CVNA Carvana Co. | 0.17% | 28,480 | $5.8M | Reduce -20.3% |
| KO The Coca-Cola Co. | 0.16% | 89,824 | $5.6M | Add +8.9% |
| XOM Exxon Mobil Corp. | 0.15% | 50,097 | $5.4M | Reduce -0.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.15% | 24,994 | $5.3M | Add +8.1% |
| USB US Bancorp | 0.15% | 109,381 | $5.2M | Reduce -4.0% |
| IYW iShares Ustechnology ETF | 0.15% | 32,284 | $5.1M | Reduce -1.8% |
| BSCQ Invesco Bulletshares 2026 CB | 0.14% | 259,770 | $5.0M | Reduce -22.4% |
| AMD Advanced Micro Devices | 0.14% | 41,618 | $5.0M | Add +3.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.14% | 249,112 | $5.0M | Add +3.3% |
| NKE Nike Inc. Class B | 0.14% | 64,442 | $4.9M | Reduce -50.5% |
| GXO Gxo Logistics Inc. | 0.14% | 110,762 | $4.8M | Reduce -35.8% |
| O Realty Income Corp. | 0.13% | 87,452 | $4.7M | Add +8.0% |
| CMCSA Comcast Corp. Class A | 0.13% | 124,269 | $4.7M | Reduce -0.8% |
| ANET Arista Networks Inc. | 0.13% | 40,714 | $4.5M | Add +28.7% |
| GNRC Generac Holdings Inc. | 0.13% | 28,080 | $4.4M | Add +11.2% |
| IWM iShares Russell 2000 ETF | 0.12% | 18,899 | $4.2M | Add +0.7% |
| BSCP Invesco Bulletshares 2025 CB | 0.12% | 202,077 | $4.2M | Reduce -25.6% |
| COIN Coinbase Global Inc. Class A | 0.12% | 16,674 | $4.1M | Reduce -56.8% |
| BRBR Bellring Brands Inc. | 0.12% | 54,917 | $4.1M | Reduce -1.4% |
| AZO AutoZone Inc. | 0.11% | 1,230 | $3.9M | Add +9.8% |
| BSCT Invesco Bulletshares 2029 CB | 0.11% | 214,066 | $3.9M | Add +51.5% |
| ITW Illinois Tool Works | 0.11% | 15,456 | $3.9M | Reduce -1.5% |
| FBND Fidelity Total Bond ETF | 0.11% | 86,616 | $3.9M | Add +13.8% |
| LECO Lincoln Electric Holdings | 0.11% | 20,689 | $3.9M | Reduce -1.6% |
| MPC Marathon Petroleum Corp. | 0.11% | 26,552 | $3.7M | Reduce -9.0% |
| HEI Heico Corp. | 0.10% | 14,901 | $3.5M | Reduce -0.1% |
| IOT Samsara Inc. Class A | 0.10% | 79,085 | $3.5M | Reduce -1.3% |
| CBU Community Financial System I | 0.10% | 55,445 | $3.4M | Add +11.4% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 32,209 | $3.3M | Reduce -13.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 18,959 | $3.2M | Add +3.2% |
| ARHS Arhaus Inc. | 0.09% | 332,410 | $3.1M | Add +12.8% |
| TRV The Travelers Cos Inc. | 0.09% | 12,909 | $3.1M | Reduce -0.5% |
| AMG Affiliated Managers Group | 0.09% | 16,812 | $3.1M | Reduce -0.3% |
| POWL Powell Industries Inc. | 0.09% | 14,025 | $3.1M | Add +2.4% |
| MRK Merck & Co. Inc. | 0.09% | 30,733 | $3.1M | Add +9.6% |
| IWO iShares Russell 2000 Growth | 0.09% | 10,610 | $3.1M | Add +15.6% |
| ADP Automatic Data Processing | 0.09% | 10,336 | $3.0M | Add +55.9% |
| GILD Gilead Sciences Inc. | 0.09% | 32,396 | $3.0M | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 14,966 | $3.0M | Add +3.9% |
| GS Goldman Sachs Group Inc. | 0.08% | 4,988 | $2.9M | Reduce -14.4% |
| VNQ Vanguard Real Estate ETF | 0.08% | 32,016 | $2.9M | Add +26.3% |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 21,586 | $2.9M | Add +0.9% |
| TSLA Tesla Inc. | 0.08% | 7,009 | $2.8M | Add +5.7% |
| PH Parker Hannifin Corp. | 0.08% | 4,416 | $2.8M | Reduce -7.0% |
| FLMX Franklin Ftse Mexico ETF | 0.08% | 121,683 | $2.8M | New |
| GLW Corning Inc. | 0.08% | 58,615 | $2.8M | Reduce -0.5% |
| ICE Intercontinental Exchange Inc. | 0.08% | 18,468 | $2.8M | Add +28.7% |
| RPM RPM International Inc. | 0.08% | 22,315 | $2.7M | Add +3.0% |
| OXY Occidental Petroleum Corp. | 0.08% | 55,370 | $2.7M | Add +22.5% |
| MO Altria Group Inc. | 0.08% | 50,997 | $2.7M | Add +0.3% |
| CME Cme Group Inc. | 0.08% | 11,348 | $2.6M | Add +7.9% |
| GD General Dynamics Corp. | 0.07% | 9,555 | $2.5M | Reduce -0.0% |
| BSCU Invesco Bulletshares 2030 CB | 0.07% | 153,155 | $2.5M | Add +1197.7% |
| LEN.B Lennar Corp. Class B | 0.07% | 18,901 | $2.5M | Reduce -10.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.07% | 33,635 | $2.5M | Reduce -0.4% |
| PSX Phillips 66 | 0.07% | 21,374 | $2.4M | Reduce -6.2% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 18,575 | $2.4M | Add +18.7% |
| AME Ametek Inc. | 0.07% | 13,002 | $2.3M | Reduce -0.1% |
| CNQ Canadian Natural Resources | 0.07% | 75,650 | $2.3M | Reduce -14.4% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 37,230 | $2.3M | Reduce -3.8% |
| FLEX Flex Ltd. | 0.07% | 59,696 | $2.3M | Reduce -4.2% |
| TFC Truist Financial Corp. | 0.07% | 52,203 | $2.3M | Add +1.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.06% | 22,294 | $2.2M | Add +3.2% |
| DKNG Draftkings Inc. Class A | 0.06% | 57,725 | $2.1M | Reduce -76.2% |
| DHR Danaher Corp. | 0.06% | 9,348 | $2.1M | Add +2.9% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.06% | 26,369 | $2.1M | New |
| XLP SS Consumer Staples Sel Sect | 0.06% | 26,846 | $2.1M | Add +8.7% |
| NSC Norfolk Southern Corp. | 0.06% | 8,860 | $2.1M | Add +1.7% |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 11,445 | $2.0M | Add +0.4% |
| VCIT Vanguard Int-Term Corporate | 0.06% | 24,796 | $2.0M | Add +3.9% |
| OMC Omnicom Group | 0.06% | 23,017 | $2.0M | Add +3.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 32,994 | $1.9M | Reduce -8.9% |
| IXUS iShares Core Intl Stock ETF | 0.05% | 28,622 | $1.9M | Add +0.0% |
| IXN iShares Global Tech ETF | 0.05% | 22,316 | $1.9M | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 33,435 | $1.9M | Add +3.7% |
| FCX Freeport-McMoran Inc. | 0.05% | 49,280 | $1.9M | Add +5.1% |
| WFC Wells Fargo & Co. | 0.05% | 25,959 | $1.8M | Add +30.1% |
| PKW Invesco Buyback Achievers Et | 0.05% | 15,458 | $1.8M | Add +5.6% |
| PKG Packaging Corp. of America | 0.05% | 7,896 | $1.8M | No change |
| CL Colgate-Palmolive Co. | 0.05% | 19,162 | $1.7M | Reduce -0.4% |
| PAYX Paychex Inc. | 0.05% | 12,263 | $1.7M | Add +92.1% |
| GVLU Gotham 1000 Value ETF | 0.05% | 72,860 | $1.7M | New |
| GLD SPDR Gold Shares | 0.05% | 7,049 | $1.7M | Reduce -7.2% |
| RSPD Invesco S&P 500 Equal Weight | 0.05% | 31,903 | $1.7M | Reduce -0.9% |
| COP Conocophillips | 0.05% | 17,105 | $1.7M | Add +127.4% |
| DVY iShares Select Dividend ETF | 0.05% | 12,335 | $1.6M | Reduce -0.6% |
| BSJQ Invesco Bulletshares 2026 HY | 0.05% | 68,965 | $1.6M | Add +4.8% |
| BSMP Invesco Bulletshares 2025 MB | 0.05% | 64,005 | $1.6M | Reduce -5.6% |
| SYY Sysco Corp. | 0.04% | 20,425 | $1.6M | Reduce -4.7% |
| SWKS Skyworks Solutions Inc. | 0.04% | 17,361 | $1.5M | Reduce -20.6% |
| EFA iShares MSCI Eafe ETF | 0.04% | 20,337 | $1.5M | Reduce -3.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 2,128 | $1.5M | Add +68.9% |
| VIK Viking Holdings Ltd. | 0.04% | 33,205 | $1.5M | No change |
| KMB Kimberly-Clark Corp. | 0.04% | 10,933 | $1.4M | Add +1.5% |
| VGT Vanguard Info Tech ETF | 0.04% | 2,269 | $1.4M | Add +5.4% |
| UPS United Parcel Service Class B | 0.04% | 11,009 | $1.4M | Reduce -41.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 12,334 | $1.4M | Reduce -7.2% |
| JGRO JPMorgan Active Growth ETF | 0.04% | 16,624 | $1.3M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 5,439 | $1.3M | Add +6.4% |
| VZ Verizon Communications Inc. | 0.04% | 32,245 | $1.3M | Reduce -5.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.04% | 51,488 | $1.3M | Add +2.8% |
| UI Ubiquiti Inc. | 0.04% | 3,850 | $1.3M | Reduce -8.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.04% | 11,281 | $1.3M | Reduce -0.4% |
| PFE Pfizer Inc. | 0.04% | 47,769 | $1.3M | Reduce -53.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 16,696 | $1.3M | Add +0.7% |
| BKNG Booking Holdings Inc. | 0.04% | 253 | $1.3M | Reduce -50.2% |
| VONG Vanguard Russell 1000 Growth | 0.04% | 12,071 | $1.2M | Add +22.3% |
| IWN iShares Russell 2000 Value E | 0.04% | 7,527 | $1.2M | Reduce -47.1% |
| RMD Resmed Inc. | 0.03% | 5,130 | $1.2M | Reduce -1.4% |
| IGV iShares Expanded Tech-Softwa | 0.03% | 11,534 | $1.2M | Add +4.1% |
| NFLX Netflix Inc. | 0.03% | 1,280 | $1.1M | Reduce -8.0% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 11,669 | $1.1M | Reduce -1.7% |
| PPG PPG Industries Inc. | 0.03% | 9,448 | $1.1M | Reduce -15.3% |
| STZ Constellation Brands Inc. Class A | 0.03% | 5,096 | $1.1M | Reduce -35.8% |
| ARKK ARK Innovation ETF | 0.03% | 19,795 | $1.1M | Reduce -6.6% |
| IWF iShares Russell 1000 Growth | 0.03% | 2,785 | $1.1M | Reduce -5.5% |
| OKE Oneok Inc. | 0.03% | 11,059 | $1.1M | Add +63.6% |
| FIS Fidelity National Info Serv | 0.03% | 13,603 | $1.1M | Add +8.8% |
| IMCG iShares Morningstar Mid-Cap | 0.03% | 14,479 | $1.1M | Add +1.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 16,492 | $1.1M | Reduce -4.9% |
| PNC PNC Financial Services Group | 0.03% | 5,592 | $1.1M | Reduce -5.0% |
| NSIT Insight Enterprises Inc. | 0.03% | 7,050 | $1.1M | No change |
| XLB SS Materials Select Sector | 0.03% | 12,607 | $1.1M | Reduce -1.8% |
| CLX Clorox Company | 0.03% | 6,489 | $1.1M | No change |
| TT Trane Technologies PLC | 0.03% | 2,793 | $1.0M | No change |
| ETR Entergy Corp. | 0.03% | 13,550 | $1.0M | No change |
| TXN Texas Instruments Inc. | 0.03% | 5,399 | $1.0M | Add +253.1% |
| WELL Welltower Inc. | 0.03% | 7,808 | $984K | No change |
| CAT Caterpillar Inc. | 0.03% | 2,689 | $975K | Add +0.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.03% | 42,636 | $968K | Add +102.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 11,786 | $966K | Reduce -4.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.03% | 3,410 | $955K | Add +0.2% |
| CI The Cigna Group | 0.03% | 3,354 | $926K | Reduce -1.5% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 8,138 | $925K | Add +28.2% |
| CP Canadian Pacific Kansas City | 0.03% | 12,768 | $924K | No change |
| SCHB Schwab US Broad Market ETF | 0.03% | 40,171 | $912K | No change |
| EQWL Invesco S&P 100 Equal Weight | 0.03% | 8,736 | $894K | Add +0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.03% | 3,432 | $871K | Add +14.5% |
| SCHX Schwab US Large-Cap ETF | 0.02% | 36,227 | $840K | Add +12.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 3,108 | $838K | Reduce -0.1% |
| RSPT Invesco S&P 500 Equal Weight | 0.02% | 22,140 | $828K | Add +25.3% |
| AVXL Anavex Life Sciences Corp. | 0.02% | 76,778 | $825K | Add +4.7% |
| CLF Cleveland-Cliffs Inc. | 0.02% | 87,667 | $824K | Reduce -13.4% |
| EPOL iShares MSCI Poland ETF | 0.02% | 39,469 | $824K | Reduce -1.2% |
| GEHC GE Healthcare Technology | 0.02% | 10,494 | $820K | Add +0.3% |
| TRGP Targa Resources Corp. | 0.02% | 4,590 | $819K | No change |
| EA Electronic Arts Inc. | 0.02% | 5,595 | $819K | Reduce -37.4% |
| BA The Boeing Co. | 0.02% | 4,619 | $818K | Add +175.6% |
| APD Air Products & Chemicals Inc. | 0.02% | 2,790 | $809K | New |
| WCN Waste Connections Inc. | 0.02% | 4,710 | $808K | Reduce -0.8% |
| FISV Fiserv Inc. | 0.02% | 3,921 | $805K | Add +91.8% |
| AEP American Electric Power | 0.02% | 8,705 | $803K | Add +57.9% |
| BSCV Invesco Bulletshares 2031 CB | 0.02% | 50,015 | $803K | New |
| IWB iShares Russell 1000 ETF | 0.02% | 2,482 | $800K | No change |
| IHI iShares U.S. Medical Devices | 0.02% | 13,680 | $798K | Reduce -6.2% |
| BTC Grayscale Bitcoin Mini ETF | 0.02% | 18,776 | $786K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 32,968 | $781K | Add +10.6% |
| COR Cencora Inc. | 0.02% | 3,465 | $779K | Reduce -5.7% |
| WTRG Essential Utilities Inc. | 0.02% | 21,397 | $777K | Reduce -7.0% |
| WEC WEC Energy Group Inc. | 0.02% | 8,170 | $768K | Reduce -0.8% |
| HII Huntington Ingalls Industrie | 0.02% | 4,010 | $758K | Add +10.2% |
| PLD Prologis Inc. | 0.02% | 7,166 | $757K | Reduce -61.8% |
| NEOG Neogen Corp. | 0.02% | 59,620 | $724K | Reduce -12.3% |
| SO The Southern Co. | 0.02% | 8,782 | $723K | Reduce -25.3% |
| BSMQ Invesco Bulletshares 2026 MB | 0.02% | 30,335 | $715K | Reduce -2.6% |
| CDW CDW Corp. | 0.02% | 4,074 | $709K | Reduce -12.8% |
| AFL Aflac Inc. | 0.02% | 6,702 | $693K | Add +121.3% |
| IAU iShares Gold Trust | 0.02% | 13,724 | $679K | Add +0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 1,541 | $656K | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.02% | 6,056 | $652K | Reduce -0.4% |
| LIN Linde PLC | 0.02% | 1,554 | $651K | Reduce -1.0% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 10,884 | $650K | Reduce -1.1% |
| SCHF Schwab Intl Equity ETF | 0.02% | 35,058 | $649K | Reduce -1.4% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 3,857 | $643K | Add +12.0% |
| AGG iShares Core U.S. Aggregate | 0.02% | 6,633 | $643K | Reduce -6.5% |
| BDX Becton Dickinson and Co. | 0.02% | 2,829 | $642K | Reduce -17.2% |
| AXP American Express Co. | 0.02% | 2,147 | $637K | Reduce -25.0% |
| SMH Vaneck Semiconductor ETF | 0.02% | 2,600 | $630K | Add +15.9% |
| PPL PPL Corp. | 0.02% | 19,310 | $627K | Reduce -0.3% |
| SOXX iShares Semiconductor ETF | 0.02% | 2,904 | $626K | Add +26.2% |
| IYH iShares U.S. Healthcare ETF | 0.02% | 10,621 | $619K | Add +0.3% |
| CACI Caci International Inc. Class A | 0.02% | 1,493 | $603K | New |
| DLR Digital Realty Trust Inc. | 0.02% | 3,192 | $566K | No change |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | 0.02% | 570,000 | $566K | No change |
| PINS Pinterest Inc. Class A | 0.02% | 19,194 | $557K | Add +5.6% |
| MCK McKesson Corp. | 0.02% | 972 | $554K | Add +0.2% |
| SBUX Starbucks Corp. | 0.02% | 6,044 | $552K | Reduce -9.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.02% | 10,739 | $549K | Reduce -0.6% |
| DTE DTE Energy Company | 0.02% | 4,515 | $545K | Reduce -0.7% |
| EXPE Expedia Group Inc. | 0.02% | 2,885 | $538K | No change |
| PWR Quanta Services Inc. | 0.02% | 1,700 | $537K | Reduce -2.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 4,479 | $518K | Reduce -69.2% |
| OCSL Oaktree Specialty Lending Co. | 0.01% | 33,355 | $510K | Reduce -74.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 2,705 | $509K | Reduce -2.7% |
| JEF Jefferies Financial Group Inc. | 0.01% | 6,445 | $505K | No change |
| SPEM State Street SP PTF Em ETF | 0.01% | 13,151 | $505K | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 2,526 | $501K | Reduce -4.0% |
| SPGI S&P Global Inc. | 0.01% | 1,000 | $498K | No change |
| C Citigroup Inc. | 0.01% | 7,063 | $497K | Reduce -1.9% |
| PSA Public Storage | 0.01% | 1,657 | $496K | Reduce -0.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 1,354 | $496K | No change |
| ALL Allstate Corp. | 0.01% | 2,562 | $494K | Add +116.9% |
| MCO Moody's Corp. | 0.01% | 1,043 | $494K | No change |
| BSJR Invesco Bulletshares 2027 HY | 0.01% | 21,875 | $490K | New |
| MET Metlife Inc. | 0.01% | 5,961 | $488K | Reduce -1.2% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 10,178 | $487K | Add +110.6% |
| WPM Wheaton Precious Metals Corp. | 0.01% | 8,642 | $486K | No change |
| VLO Valero Energy Corp. | 0.01% | 3,900 | $478K | No change |
| BSMT Invesco Bulletshares 2029 MB | 0.01% | 20,692 | $475K | New |
| SBR Sabine Royalty Trust | 0.01% | 7,300 | $473K | No change |
| AFG American Financial Group Inc. | 0.01% | 3,451 | $473K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 2,393 | $457K | Add +1.0% |
| ED Consolidated Edison Inc. | 0.01% | 5,091 | $454K | No change |
| SCHG Schwab US Large-Cap Growth | 0.01% | 16,062 | $448K | Reduce -1.6% |
| EOG EOG Resources Inc. | 0.01% | 3,570 | $438K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 4,949 | $437K | No change |
| UGI Ugi Corp. | 0.01% | 15,313 | $432K | No change |
| PANW Palo Alto Networks Inc. | 0.01% | 2,372 | $432K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 5,648 | $431K | Add +24.5% |
| MMM 3M Co. | 0.01% | 3,333 | $430K | Add +35.5% |
| DGRO iShares Core Dividend Growth | 0.01% | 6,858 | $421K | No change |
| MGF Aberdeen Govrn MKTS Inc. Fund | 0.01% | 136,000 | $418K | No change |
| IYG iShares U.S. Financial Servi | 0.01% | 5,323 | $414K | Add +2.6% |
| MPLX MPLX LP | 0.01% | 8,629 | $413K | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.01% | 17,588 | $409K | Reduce -2.0% |
| COHR Coherent Corp. | 0.01% | 4,292 | $407K | No change |
| MDB Mongodb Inc. | 0.01% | 1,741 | $405K | Add +1.4% |
| UL Unilever PLC | 0.01% | 7,138 | $405K | Reduce -1.4% |
| SPOT Spotify Technology SA | 0.01% | 900 | $403K | Reduce -8.2% |
| RFMZ Rivernorth Flex Muni II | 0.01% | 30,000 | $402K | No change |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.01% | 2,321 | $402K | Reduce -1.7% |
| IWD iShares Russell 1000 Value E | 0.01% | 2,146 | $397K | Reduce -2.0% |
| CNX CNX Resources Corp. | 0.01% | 10,740 | $394K | Reduce -0.3% |
| STWD Starwood Property Trust Inc. | 0.01% | 20,675 | $392K | Add +5.1% |
| EXLS Exlservice Holdings Inc. | 0.01% | 8,750 | $388K | No change |
| EPD Enterprise Products Partners | 0.01% | 12,351 | $387K | Reduce -17.0% |
| WAB Wabtec Corp. | 0.01% | 2,000 | $379K | Reduce -11.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 4,137 | $376K | Add +3.5% |
| LH Labcorp Holdings Inc. | 0.01% | 1,633 | $374K | No change |
| INTU Intuit Inc. | 0.01% | 590 | $371K | Reduce -0.2% |
| FAST Fastenal Co. | 0.01% | 5,111 | $368K | Add +5.3% |
| FTAI Ftai Aviation Ltd. | 0.01% | 2,500 | $360K | Reduce -37.5% |
| ANGL Vaneck Fallen Angel High YLD | 0.01% | 12,500 | $358K | Reduce -37.5% |
| ITOT iShares Core S&P Total U.S. | 0.01% | 2,751 | $354K | Add +41.5% |
| ATI Ati Inc. | 0.01% | 6,300 | $347K | No change |
| NTRS Northern Trust Corp. | 0.01% | 3,368 | $345K | No change |
| IUSV iShares Core S&P U.S. Value | 0.01% | 3,711 | $344K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 653 | $341K | Add +33.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 1,194 | $339K | Add +5.8% |
| TIP iShares Tips Bond ETF | 0.01% | 3,169 | $338K | No change |
| FDX FedEx Corp. | 0.01% | 1,190 | $335K | Add +0.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.01% | 2,830 | $333K | Reduce -0.3% |
| KEY Keycorp | 0.01% | 18,934 | $325K | Reduce -8.7% |
| NDAQ Nasdaq Inc. | 0.01% | 4,170 | $322K | No change |
| CNP Centerpoint Energy Inc. | 0.01% | 10,093 | $320K | Reduce -0.0% |
| PVAL Putnam Focused LRG Cap Value | 0.01% | 8,563 | $318K | New |
| TKR Timken Co. | 0.01% | 4,320 | $308K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 10,513 | $305K | Add +0.4% |
| AIG American International Group | 0.01% | 4,180 | $304K | Reduce -11.5% |
| EWJ iShares MSCI Japan ETF | 0.01% | 4,532 | $304K | Add +12.8% |
| EW Edwards Lifesciences Corp. | 0.01% | 4,100 | $304K | Reduce -2.8% |
| IYF iShares US Financials ETF | 0.01% | 2,714 | $300K | No change |
| BSJP Invesco Bulletshares 2025 HY | 0.01% | 12,950 | $299K | Reduce -76.1% |
| D Dominion Energy Inc. | 0.01% | 5,448 | $293K | Reduce -32.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 2,338 | $292K | No change |
| FANG Diamondback Energy Inc. | 0.01% | 1,779 | $291K | Reduce -0.1% |
| SCHO Schwab Short-Term US Treas | 0.01% | 12,055 | $290K | Reduce -18.9% |
| FMAO Farmers & Merchants Banco | 0.01% | 9,679 | $285K | No change |
| DXCM Dexcom Inc. | 0.01% | 3,530 | $275K | Add +11.0% |
| T AT&T Inc. | 0.01% | 12,025 | $274K | Add +9.0% |
| SPG Simon Property Group Inc. | 0.01% | 1,569 | $270K | Add +4.3% |
| SUN Sunoco LP | 0.01% | 5,205 | $268K | Reduce -9.9% |
| EXR Extra Space Storage Inc. | 0.01% | 1,780 | $266K | New |
| BX Blackstone Inc. | 0.01% | 1,536 | $265K | Add +7.0% |
| STT State Street Corp. | 0.01% | 2,680 | $263K | No change |
| NOW ServiceNow Inc. | 0.01% | 242 | $257K | New |
| TDG Transdigm Group Inc. | 0.01% | 200 | $253K | Reduce -16.3% |
| YUM Yum! Brands Inc. | 0.01% | 1,870 | $251K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 3,542 | $249K | Reduce -12.0% |
| ET Energy Transfer LP | 0.01% | 12,557 | $246K | New |
| IOO iShares Global 100 ETF | 0.01% | 2,430 | $245K | No change |
| CTSH Cognizant Tech Solutions-A | 0.01% | 3,170 | $244K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 2,277 | $239K | Reduce -1.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.01% | 3,400 | $238K | No change |
| WDC Western Digital Corp. | 0.01% | 3,990 | $238K | No change |
| CVS CVS Health Corp. | 0.01% | 5,283 | $237K | Reduce -22.5% |
| FDLO Fidelity Low Volat Fact ETF | 0.01% | 3,912 | $237K | No change |
| TOST Toast Inc. Class A | 0.01% | 6,400 | $233K | New |
| RSPS Invesco S&P 500 Equal Weight | 0.01% | 7,670 | $231K | Reduce -1.3% |
| E Eni SPA-Sponsored ADR | 0.01% | 8,350 | $228K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.01% | 5,485 | $228K | No change |
| KR Kroger Co. | 0.01% | 3,725 | $228K | No change |
| RFM Rivernorth Flexible Muni | 0.01% | 15,000 | $223K | No change |
| MDT Medtronic PLC | 0.01% | 2,784 | $222K | Reduce -25.5% |
| BP BP PLC-Spons ADR | 0.01% | 7,444 | $220K | New |
| NPFD Nuveen Var RT Pref & Inc. | 0.01% | 12,000 | $219K | No change |
| CNC Centene Corp. | 0.01% | 3,596 | $218K | No change |
| MS Morgan Stanley | 0.01% | 1,731 | $218K | New |
| AGX Argan Inc. | 0.01% | 1,585 | $217K | New |
| DLN Wisdomtree US Largecap Divid | 0.01% | 2,786 | $217K | No change |
| DVN Devon Energy Corp. | 0.01% | 6,587 | $216K | Reduce -3.7% |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 1,688 | $215K | Reduce -18.8% |
| TQQQ Proshares Ultrapro QQQ | 0.01% | 2,700 | $214K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 2,622 | $212K | Reduce -52.6% |
| SCHA Schwab US Small-Cap ETF | 0.01% | 8,165 | $211K | Add +0.1% |
| VFH Vanguard Financials ETF | 0.01% | 1,771 | $209K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 21,099 | $209K | Add +4.0% |
| DFS Discover Financial Services | 0.01% | 1,205 | $209K | New |
| MKL Markel Group Inc. | 0.01% | 120 | $207K | New |
| PDO PIMCO Dynamic Income Opport | 0.01% | 15,000 | $204K | No change |
| BN Brookfield Corp. | 0.01% | 3,499 | $201K | New |
| IOVA Iovance Biotherapeutics Inc. | 0.01% | 27,000 | $200K | No change |
| METV Roundhill Ball Metaverse ETF | 0.01% | 12,740 | $183K | Reduce -12.7% |
| MLSS Milestone Scientific Inc. | 0.00% | 172,609 | $166K | Add +18.9% |
| KGC Kinross Gold Corp. | 0.00% | 13,623 | $126K | No change |
| ARRY Array Technologies Inc. | 0.00% | 14,000 | $85K | Reduce -54.3% |
| QS Quantumscape Corp. | 0.00% | 12,100 | $63K | Reduce -96.1% |
| FUBO Fubotv Inc. | 0.00% | 13,200 | $17K | Reduce -15.4% |