| IVV iShares Core S&P 500 ETF | 18.03% | 162,914 | $95.9M | Add +3.6% |
| IEFA iShares Core MSCI Eafe ETF | 6.56% | 496,671 | $34.9M | Add +6.7% |
| IJR iShares Core S&P Small-Cap E | 5.45% | 251,830 | $29.0M | Add +6.6% |
| IJH iShares Core S&P Midcap ETF | 4.81% | 410,781 | $25.6M | Add +3.5% |
| AAPL Apple Inc. | 4.66% | 98,992 | $24.8M | Add +2.5% |
| AGG iShares Core U.S. Aggregate | 3.45% | 189,144 | $18.3M | Add +2.3% |
| MSFT Microsoft Corp. | 3.24% | 40,845 | $17.2M | Add +3.8% |
| NVDA Nvidia Corp. | 2.95% | 116,761 | $15.7M | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.14% | 19,458 | $11.4M | Add +2.4% |
| IEMG iShares Core MSCI Emerging | 2.08% | 211,562 | $11.0M | Add +1.0% |
| MUB iShares National Muni Bond E | 1.92% | 96,021 | $10.2M | Add +3.3% |
| AMZN Amazon.com Inc. | 1.86% | 45,154 | $9.9M | Add +1.7% |
| HTRB Hartford TTL RTRN BND ETF | 1.70% | 271,628 | $9.1M | New |
| UFPT Ufp Technologies Inc. | 1.22% | 26,456 | $6.5M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 1.15% | 32,026 | $6.1M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.04% | 29,145 | $5.5M | Add +1.8% |
| PG The Procter & Gamble Co. | 1.00% | 31,715 | $5.3M | Add +83.5% |
| AVGO Broadcom Inc. | 0.93% | 21,293 | $4.9M | Add +5.8% |
| META Meta Platforms Inc. Class A | 0.92% | 8,400 | $4.9M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 0.87% | 19,271 | $4.6M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 9,579 | $4.3M | Add +2.0% |
| TSLA Tesla Inc. | 0.78% | 10,270 | $4.1M | Add +12.4% |
| JNJ Johnson & Johnson | 0.78% | 28,541 | $4.1M | Reduce -5.7% |
| LLY Eli Lilly & Co. | 0.72% | 4,931 | $3.8M | Add +1.8% |
| KMB Kimberly-Clark Corp. | 0.70% | 28,407 | $3.7M | Add +1.4% |
| SMMD iShares Russell 2500 ETF | 0.64% | 50,167 | $3.4M | Add +14.1% |
| XOM Exxon Mobil Corp. | 0.59% | 29,206 | $3.1M | Add +4.5% |
| EFA iShares MSCI Eafe ETF | 0.57% | 40,381 | $3.1M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 9,958 | $2.9M | Add +9.3% |
| IWR iShares Russell Mid-Cap ETF | 0.53% | 31,972 | $2.8M | Add +35.1% |
| V Visa Inc. Class A | 0.52% | 8,703 | $2.8M | Add +2.6% |
| ABBV Abbvie Inc. | 0.43% | 12,832 | $2.3M | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.43% | 4,479 | $2.3M | Add +0.3% |
| WMT Walmart Inc. | 0.40% | 23,395 | $2.1M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.37% | 2,144 | $2.0M | Add +2.5% |
| ORI Old Republic Intl Corp. | 0.34% | 50,541 | $1.8M | Add +0.1% |
| CRM Salesforce Inc. | 0.33% | 5,219 | $1.7M | Add +4.2% |
| HD Home Depot Inc. | 0.33% | 4,483 | $1.7M | Add +3.1% |
| MA Mastercard Inc. Class A | 0.32% | 3,268 | $1.7M | Add +3.0% |
| PM Philip Morris International | 0.32% | 14,166 | $1.7M | Add +1.6% |
| CAT Caterpillar Inc. | 0.32% | 4,664 | $1.7M | Add +0.9% |
| MRK Merck & Co. Inc. | 0.31% | 16,528 | $1.6M | Reduce -2.5% |
| NFLX Netflix Inc. | 0.31% | 1,834 | $1.6M | Add +3.0% |
| QCOM Qualcomm Inc. | 0.31% | 10,635 | $1.6M | Add +2.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.30% | 31,000 | $1.6M | Reduce -10.8% |
| SUB iShares Short-Term National | 0.26% | 13,322 | $1.4M | Add +15.5% |
| ETN Eaton Corp. PLC | 0.26% | 4,232 | $1.4M | Add +1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 31,803 | $1.4M | Add +9.4% |
| KO The Coca-Cola Co. | 0.25% | 21,626 | $1.3M | Add +4.1% |
| IWV iShares Russell 3000 ETF | 0.25% | 3,985 | $1.3M | New |
| TXN Texas Instruments Inc. | 0.25% | 6,963 | $1.3M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 6,626 | $1.3M | No change |
| RTX RTX Corp. | 0.24% | 11,120 | $1.3M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.24% | 21,309 | $1.3M | Add +4.5% |
| NOW ServiceNow Inc. | 0.23% | 1,161 | $1.2M | Add +1.3% |
| IWM iShares Russell 2000 ETF | 0.22% | 5,247 | $1.2M | Reduce -0.7% |
| CVX Chevron Corp. | 0.21% | 7,758 | $1.1M | Add +0.6% |
| PGR Progressive Corp. | 0.21% | 4,675 | $1.1M | Add +0.3% |
| JEF Jefferies Financial Group Inc. | 0.21% | 14,102 | $1.1M | Add +0.3% |
| ORCL Oracle Corp. | 0.21% | 6,624 | $1.1M | Add +5.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 4,818 | $1.1M | Add +5.9% |
| MCD McDonald's Corp. | 0.19% | 3,548 | $1.0M | Add +7.0% |
| LOW Lowe's Cos Inc. | 0.19% | 4,058 | $1.0M | Reduce -1.0% |
| ISRG Intuitive Surgical Inc. | 0.19% | 1,916 | $1.0M | Add +3.5% |
| BND Vanguard Total Bond Market | 0.18% | 13,585 | $977K | Reduce -24.0% |
| VT Vanguard Tot World STK ETF | 0.18% | 8,226 | $966K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 1,850 | $962K | Reduce -3.2% |
| ACN Accenture PLC Class A | 0.18% | 2,660 | $936K | Add +9.1% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 5,523 | $921K | Add +1.3% |
| SCHW Schwab (charles) Corp. | 0.17% | 12,268 | $908K | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 20,438 | $900K | Add +1.1% |
| ABT Abbott Laboratories | 0.17% | 7,936 | $898K | Add +4.5% |
| BLK BlackRock Inc. | 0.16% | 833 | $854K | Reduce -2.1% |
| IVE iShares S&P 500 Value ETF | 0.16% | 4,466 | $852K | Reduce -66.4% |
| DHR Danaher Corp. | 0.16% | 3,707 | $851K | Reduce -2.5% |
| GS Goldman Sachs Group Inc. | 0.16% | 1,482 | $849K | Add +5.4% |
| MS Morgan Stanley | 0.16% | 6,735 | $847K | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 17,627 | $843K | Add +5.4% |
| CEG Constellation Energy | 0.16% | 3,755 | $840K | Reduce -3.0% |
| BKNG Booking Holdings Inc. | 0.16% | 168 | $835K | Add +3.7% |
| NEE Nextera Energy Inc. | 0.16% | 11,606 | $832K | Add +0.6% |
| AMAT Applied Materials Inc. | 0.16% | 5,100 | $829K | Add +2.5% |
| LIN Linde PLC | 0.16% | 1,981 | $829K | Add +0.9% |
| UNP Union Pacific Corp. | 0.16% | 3,618 | $825K | Reduce -0.3% |
| TT Trane Technologies PLC | 0.15% | 2,229 | $823K | Add +1.1% |
| PEP Pepsico Inc. | 0.15% | 5,301 | $806K | Reduce -15.4% |
| ADBE Adobe Inc. | 0.15% | 1,765 | $785K | Reduce -6.0% |
| RLY SS Multi-Asset Real Ret ETF | 0.15% | 29,017 | $784K | Add +10.8% |
| AMD Advanced Micro Devices | 0.14% | 6,358 | $768K | Add +0.6% |
| WFC Wells Fargo & Co. | 0.14% | 10,901 | $766K | Add +6.0% |
| HON Honeywell International Inc. | 0.14% | 3,326 | $751K | Add +1.6% |
| AXP American Express Co. | 0.14% | 2,527 | $750K | Add +1.7% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 7,330 | $744K | Add +2.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 6,024 | $728K | Add +2.0% |
| T AT&T Inc. | 0.13% | 31,335 | $713K | Add +21.3% |
| AMP Ameriprise Financial Inc. | 0.13% | 1,340 | $713K | Add +0.3% |
| ILCG iShares Morningstar Growth E | 0.13% | 7,850 | $703K | No change |
| NOC Northrop Grumman Corp. | 0.13% | 1,467 | $688K | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 2,864 | $688K | Reduce -3.3% |
| VZ Verizon Communications Inc. | 0.13% | 17,181 | $687K | Add +1.4% |
| TMUS T-Mobile US Inc. | 0.13% | 3,099 | $684K | Add +2.4% |
| CMCSA Comcast Corp. Class A | 0.13% | 17,891 | $671K | Reduce -2.6% |
| WAB Wabtec Corp. | 0.12% | 3,472 | $658K | Add +0.9% |
| INTU Intuit Inc. | 0.12% | 1,044 | $656K | Add +3.2% |
| IWY iShares Russell Top 200 Grow | 0.12% | 2,768 | $651K | Add +115.9% |
| DE Deere & Co. | 0.12% | 1,505 | $638K | Add +0.8% |
| BSX Boston Scientific Corp. | 0.12% | 7,127 | $637K | Add +2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 5,708 | $636K | Add +13.3% |
| HWM Howmet Aerospace Inc. | 0.12% | 5,802 | $635K | Reduce -19.2% |
| SPGI S&P Global Inc. | 0.12% | 1,273 | $634K | Add +4.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.12% | 21,532 | $629K | Add +13.3% |
| ADP Automatic Data Processing | 0.12% | 2,128 | $623K | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 26,790 | $621K | No change |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.12% | 12,176 | $613K | No change |
| APD Air Products & Chemicals Inc. | 0.11% | 2,088 | $606K | Reduce -0.8% |
| AMGN Amgen Inc. | 0.11% | 2,308 | $602K | Reduce -5.6% |
| MO Altria Group Inc. | 0.11% | 11,484 | $600K | Add +2.2% |
| MPC Marathon Petroleum Corp. | 0.11% | 4,276 | $597K | Reduce -0.2% |
| FISV Fiserv Inc. | 0.11% | 2,898 | $595K | Add +2.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.11% | 8,633 | $595K | Reduce -5.1% |
| ORLY O'reilly Automotive Inc. | 0.11% | 501 | $594K | Add +1.2% |
| DVY iShares Select Dividend ETF | 0.11% | 4,469 | $587K | Reduce -18.9% |
| CSX CSX Corp. | 0.11% | 17,561 | $567K | Reduce -13.5% |
| CTAS Cintas Corp. | 0.10% | 3,058 | $559K | Add +3.6% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 9,297 | $555K | Reduce -3.4% |
| WMB Williams Cos Inc. | 0.10% | 10,100 | $547K | Add +1.8% |
| COP Conocophillips | 0.10% | 5,511 | $547K | Add +16.7% |
| DUK Duke Energy Corp. | 0.10% | 5,002 | $539K | Reduce -6.7% |
| VOO Vanguard S&P 500 ETF | 0.10% | 996 | $537K | Add +147.8% |
| INTC Intel Corp. | 0.10% | 26,171 | $525K | Add +12.4% |
| SYK Stryker Corp. | 0.10% | 1,450 | $522K | Add +5.6% |
| CB Chubb Ltd. | 0.10% | 1,878 | $519K | Add +3.2% |
| MCK McKesson Corp. | 0.10% | 910 | $519K | Add +5.8% |
| INCY Incyte Corp. | 0.10% | 7,493 | $518K | Add +2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,009 | $516K | Add +45.8% |
| NSC Norfolk Southern Corp. | 0.09% | 2,124 | $499K | Reduce -4.8% |
| ADI Analog Devices Inc. | 0.09% | 2,307 | $490K | Add +0.7% |
| IR Ingersoll-Rand Inc. | 0.09% | 5,414 | $490K | Reduce -14.4% |
| SBUX Starbucks Corp. | 0.09% | 5,292 | $483K | Reduce -4.6% |
| ITW Illinois Tool Works | 0.09% | 1,903 | $483K | Reduce -3.2% |
| UBER Uber Technologies Inc. | 0.09% | 7,887 | $476K | Reduce -1.8% |
| KLAC KLA Corp. | 0.09% | 755 | $476K | Add +2.0% |
| GEV GE Vernova Inc. | 0.09% | 1,444 | $475K | Add +2.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.09% | 8,475 | $470K | Reduce -7.0% |
| FTNT Fortinet Inc. | 0.09% | 4,949 | $468K | Add +4.0% |
| PFE Pfizer Inc. | 0.09% | 17,516 | $465K | Reduce -19.7% |
| PRF Invesco Rafi US 1000 ETF | 0.09% | 11,462 | $462K | Add +7.2% |
| IWN iShares Russell 2000 Value E | 0.09% | 2,806 | $461K | No change |
| JNK SS SPDR BB High Yield Bond | 0.09% | 4,798 | $458K | Reduce -16.9% |
| LMT Lockheed Martin Corp. | 0.09% | 933 | $453K | Add +1.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.09% | 1,125 | $453K | Add +3.6% |
| DGRO iShares Core Dividend Growth | 0.09% | 7,382 | $453K | No change |
| EQIX Equinix Inc. | 0.08% | 477 | $450K | Add +4.4% |
| MU Micron Technology Inc. | 0.08% | 5,328 | $448K | Add +6.7% |
| AIG American International Group | 0.08% | 6,146 | $447K | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 7,709 | $436K | Add +24.0% |
| AON Aon PLC Class A | 0.08% | 1,170 | $420K | Add +7.1% |
| OKE Oneok Inc. | 0.08% | 4,183 | $420K | Add +3.4% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 5,547 | $420K | New |
| D Dominion Energy Inc. | 0.08% | 7,691 | $414K | Add +10.2% |
| WM Waste Management Inc. | 0.08% | 2,039 | $411K | Add +2.4% |
| HES Hess Corp. | 0.08% | 3,078 | $409K | Reduce -5.8% |
| MDY State Street SPDR S&P Midcap | 0.08% | 716 | $408K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 6,755 | $407K | Add +3.5% |
| IOO iShares Global 100 ETF | 0.08% | 4,042 | $407K | No change |
| PAYX Paychex Inc. | 0.08% | 2,883 | $404K | Reduce -2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 2,366 | $401K | Add +60.7% |
| ANET Arista Networks Inc. | 0.07% | 3,579 | $396K | Add +7.9% |
| CME Cme Group Inc. | 0.07% | 1,653 | $384K | Add +1.2% |
| ZTS Zoetis Inc. | 0.07% | 2,334 | $380K | Add +3.9% |
| PANW Palo Alto Networks Inc. | 0.07% | 2,073 | $377K | Add +15.4% |
| C Citigroup Inc. | 0.07% | 5,306 | $373K | Add +13.0% |
| MDT Medtronic PLC | 0.07% | 4,664 | $373K | Add +11.8% |
| EEM iShares MSCI Emerging Market | 0.07% | 8,881 | $371K | Add +2.5% |
| FIS Fidelity National Info Serv | 0.07% | 4,531 | $366K | Reduce -4.9% |
| MRSH Marsh & McLennan Cos | 0.07% | 1,722 | $366K | Add +1.4% |
| VST Vistra Corp. | 0.07% | 2,623 | $362K | Add +7.6% |
| EXC Exelon Corp. | 0.07% | 9,531 | $359K | Reduce -5.8% |
| USB US Bancorp | 0.07% | 7,483 | $358K | Add +4.0% |
| GSAT Globalstar Inc. | 0.07% | 171,687 | $355K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 1,037 | $355K | Add +24.5% |
| MET Metlife Inc. | 0.07% | 4,293 | $352K | Add +2.2% |
| PWR Quanta Services Inc. | 0.07% | 1,108 | $350K | Reduce -2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.07% | 6,980 | $350K | New |
| UPS United Parcel Service Class B | 0.07% | 2,771 | $349K | Add +7.8% |
| GILD Gilead Sciences Inc. | 0.07% | 3,771 | $348K | Reduce -29.3% |
| APH Amphenol Corp. Class A | 0.07% | 4,994 | $347K | Add +4.3% |
| SYY Sysco Corp. | 0.07% | 4,519 | $346K | Reduce -2.5% |
| BX Blackstone Inc. | 0.06% | 1,994 | $344K | Add +20.9% |
| CDNS Cadence Design SYS Inc. | 0.06% | 1,144 | $344K | Add +6.7% |
| BN Brookfield Corp. | 0.06% | 5,969 | $343K | No change |
| LHX L3HARRIS Technologies Inc. | 0.06% | 1,608 | $338K | Reduce -0.4% |
| TEL Te Connectivity PLC | 0.06% | 2,360 | $337K | Add +1.2% |
| EMR Emerson Electric Co. | 0.06% | 2,719 | $337K | Add +5.0% |
| HIG Hartford Insurance Group Inc. | 0.06% | 3,079 | $337K | Add +3.0% |
| GHYB Goldman Sachs Access HY Corp. | 0.06% | 7,538 | $335K | Reduce -1.5% |
| PLD Prologis Inc. | 0.06% | 3,144 | $332K | Reduce -14.2% |
| FAST Fastenal Co. | 0.06% | 4,586 | $330K | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 0.06% | 2,180 | $325K | Add +2.0% |
| AMT American Tower Corp. | 0.06% | 1,766 | $324K | Add +2.6% |
| LRCX Lam Research Corp. | 0.06% | 4,423 | $319K | Reduce -3.9% |
| BA The Boeing Co. | 0.06% | 1,794 | $318K | Add +18.7% |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 1,746 | $311K | Add +26.2% |
| BDX Becton Dickinson and Co. | 0.06% | 1,370 | $311K | Reduce -4.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.06% | 9,078 | $310K | New |
| PYPL PayPal Holdings Inc. | 0.06% | 3,618 | $309K | Add +9.0% |
| MMM 3M Co. | 0.06% | 2,361 | $305K | Add +29.2% |
| GM General Motors Co. | 0.06% | 5,671 | $302K | Add +5.1% |
| ROP Roper Technologies Inc. | 0.06% | 578 | $300K | Add +6.8% |
| ELV Elevance Health Inc. | 0.06% | 814 | $300K | Reduce -11.3% |
| EQT Eqt Corp. | 0.06% | 6,449 | $297K | Add +6.9% |
| TFC Truist Financial Corp. | 0.06% | 6,846 | $297K | Add +0.4% |
| CINF Cincinnati Financial Corp. | 0.06% | 2,042 | $293K | Reduce -3.0% |
| FDL First Trust Morn DVD Lead Inc. | 0.05% | 7,159 | $288K | No change |
| VLO Valero Energy Corp. | 0.05% | 2,304 | $282K | Add +1.8% |
| SHW The Sherwin-Williams Co. | 0.05% | 827 | $281K | Add +6.4% |
| NKE Nike Inc. Class B | 0.05% | 3,665 | $277K | Add +12.5% |
| TRV The Travelers Cos Inc. | 0.05% | 1,149 | $277K | Add +3.1% |
| CI The Cigna Group | 0.05% | 1,002 | $277K | Reduce -0.8% |
| CL Colgate-Palmolive Co. | 0.05% | 3,019 | $274K | Add +0.2% |
| SO The Southern Co. | 0.05% | 3,313 | $273K | Reduce -3.6% |
| FCX Freeport-McMoran Inc. | 0.05% | 7,150 | $272K | Add +0.9% |
| FDX FedEx Corp. | 0.05% | 964 | $271K | Add +3.2% |
| HUBB Hubbell Inc. | 0.05% | 638 | $267K | Reduce -9.0% |
| SLV iShares Silver Trust | 0.05% | 10,000 | $263K | No change |
| PH Parker Hannifin Corp. | 0.05% | 409 | $260K | Add +5.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.05% | 1,127 | $260K | Reduce -0.1% |
| DFS Discover Financial Services | 0.05% | 1,481 | $257K | New |
| CCI Crown Castle Inc. | 0.05% | 2,826 | $256K | Reduce -4.7% |
| PNC PNC Financial Services Group | 0.05% | 1,329 | $256K | Add +5.1% |
| IYW iShares Ustechnology ETF | 0.05% | 1,602 | $256K | Reduce -0.4% |
| COF Capital One Financial Corp. | 0.05% | 1,428 | $255K | Add +3.9% |
| CARR Carrier Global Corp. | 0.05% | 3,698 | $252K | Add +6.0% |
| HCA HCA Healthcare Inc. | 0.05% | 836 | $251K | Add +1.8% |
| MSI Motorola Solutions Inc. | 0.05% | 541 | $250K | Add +9.1% |
| JCI Johnson Controls Internation | 0.05% | 3,154 | $249K | Add +4.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 875 | $248K | Add +5.4% |
| SPG Simon Property Group Inc. | 0.05% | 1,442 | $248K | Add +6.7% |
| ADSK Autodesk Inc. | 0.05% | 827 | $244K | Add +8.0% |
| AFL Aflac Inc. | 0.05% | 2,356 | $244K | Add +2.0% |
| MAR Marriott International Class A | 0.05% | 870 | $243K | Add +6.0% |
| CMI Cummins Inc. | 0.05% | 689 | $240K | Add +3.0% |
| EOG EOG Resources Inc. | 0.04% | 1,900 | $233K | Reduce -8.5% |
| HUBS HubSpot Inc. | 0.04% | 334 | $233K | Reduce -35.6% |
| VOYA Voya Financial Inc. | 0.04% | 3,356 | $231K | Reduce -7.1% |
| AIZ Assurant Inc. | 0.04% | 1,080 | $230K | Reduce -25.1% |
| REGN Regeneron Pharmaceuticals | 0.04% | 323 | $230K | Reduce -1.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.04% | 4,470 | $229K | Add +2.4% |
| SYF Synchrony Financial | 0.04% | 3,497 | $227K | New |
| SNPS Synopsys Inc. | 0.04% | 467 | $227K | Add +9.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.04% | 908 | $224K | New |
| WELL Welltower Inc. | 0.04% | 1,777 | $224K | Add +5.2% |
| VMC Vulcan Materials Co. | 0.04% | 869 | $224K | Reduce -0.6% |
| EFV iShares MSCI Eafe Value ETF | 0.04% | 4,153 | $218K | Add +18.6% |
| ESGR Enstar Group Ltd. | 0.04% | 669 | $215K | No change |
| AME Ametek Inc. | 0.04% | 1,189 | $214K | Add +0.9% |
| ES Eversource Energy | 0.04% | 3,731 | $214K | Reduce -8.7% |
| GLW Corning Inc. | 0.04% | 4,509 | $214K | Add +1.5% |
| DD Dupont DE Nemours Inc. | 0.04% | 2,808 | $214K | Reduce -10.1% |
| MCO Moody's Corp. | 0.04% | 451 | $213K | Add +5.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.04% | 8,994 | $213K | No change |
| IWD iShares Russell 1000 Value E | 0.04% | 1,143 | $212K | No change |
| ANSS Ansys Inc. | 0.04% | 623 | $210K | New |
| TSCO Tractor Supply Company | 0.04% | 3,957 | $210K | Reduce -9.4% |
| DMAC Diamedica Therapeutics Inc. | 0.04% | 38,457 | $209K | No change |
| LEN Lennar Corp. Class A | 0.04% | 1,522 | $208K | Add +0.8% |
| TGT Target Corp. | 0.04% | 1,526 | $206K | Reduce -8.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 2,123 | $206K | Add +1.6% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.04% | 2,373 | $202K | Reduce -5.4% |
| HPE Hewlett Packard Enterprise | 0.04% | 9,375 | $200K | New |
| SNAP Snap Inc. Class A | 0.03% | 15,715 | $169K | Reduce -0.4% |
| ABOS Acumen Pharmaceuticals Inc. | 0.03% | 89,699 | $154K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 11,085 | $110K | Reduce -5.6% |