| IVV iShares Core S&P 500 ETF | 15.51% | 201,127 | $131.4M | Add +5.4% |
| IEFA iShares Core MSCI Eafe ETF | 8.62% | 806,398 | $73.0M | Add +9.4% |
| AAPL Apple Inc. | 3.68% | 122,851 | $31.2M | Add +9.0% |
| STT State Street Corp. | 3.39% | 227,089 | $28.7M | Reduce -78.2% |
| IJH iShares Core S&P Midcap ETF | 3.31% | 414,897 | $28.0M | Reduce -4.4% |
| NVDA Nvidia Corp. | 3.29% | 159,811 | $27.9M | Add +11.9% |
| AGG iShares Core U.S. Aggregate | 3.21% | 273,998 | $27.2M | Add +9.0% |
| IJR iShares Core S&P Small-Cap E | 3.17% | 215,794 | $26.8M | Reduce -7.7% |
| HTRB Hartford TTL RTRN BND ETF | 2.83% | 711,398 | $24.0M | Add +8.4% |
| MSFT Microsoft Corp. | 2.22% | 50,894 | $18.8M | Add +6.6% |
| IEMG iShares Core MSCI Emerging | 2.17% | 263,795 | $18.4M | Add +7.9% |
| AMZN Amazon.com Inc. | 1.61% | 65,479 | $13.6M | Add +11.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.57% | 20,422 | $13.3M | Reduce -24.6% |
| SMMD iShares Russell 2500 ETF | 1.48% | 164,192 | $12.5M | Add +28.0% |
| GOOGL Alphabet Inc. Class A | 1.41% | 41,533 | $11.9M | Add +15.4% |
| GOOG Alphabet Inc. Class C | 1.22% | 36,030 | $10.3M | Add +2.5% |
| AVGO Broadcom Inc. | 1.09% | 29,813 | $9.2M | Add +14.5% |
| ACWI iShares MSCI Acwi ETF | 1.09% | 66,551 | $9.2M | Add +70.7% |
| MUB iShares National Muni Bond E | 1.06% | 84,626 | $9.0M | Add +4.9% |
| META Meta Platforms Inc. Class A | 0.83% | 12,280 | $7.0M | Add +11.6% |
| JPM JPMorgan Chase & Co. | 0.79% | 22,670 | $6.7M | Add +2.2% |
| XOM Exxon Mobil Corp. | 0.79% | 39,284 | $6.7M | Add +16.9% |
| JNJ Johnson & Johnson | 0.74% | 25,620 | $6.3M | Add +6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 11,811 | $5.7M | Add +8.4% |
| LLY Eli Lilly & Co. | 0.64% | 5,868 | $5.4M | Add +8.7% |
| EFA iShares MSCI Eafe ETF | 0.62% | 54,099 | $5.3M | No change |
| RLY SS Multi-Asset Real Ret ETF | 0.61% | 142,473 | $5.2M | Add +27.3% |
| UFPT Ufp Technologies Inc. | 0.60% | 26,458 | $5.1M | Reduce -0.0% |
| TSLA Tesla Inc. | 0.59% | 13,540 | $5.0M | Add +3.5% |
| WMT Walmart Inc. | 0.52% | 35,548 | $4.4M | Add +15.0% |
| V Visa Inc. Class A | 0.47% | 13,051 | $3.9M | Add +28.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 12,129 | $3.9M | Add +11.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.45% | 115,406 | $3.9M | Add +8.9% |
| COST Costco Wholesale Corp. | 0.43% | 3,630 | $3.6M | Add +43.8% |
| CAT Caterpillar Inc. | 0.42% | 5,039 | $3.6M | Add +3.0% |
| ABBV Abbvie Inc. | 0.42% | 16,332 | $3.6M | Add +14.8% |
| CVX Chevron Corp. | 0.40% | 16,187 | $3.3M | Add +31.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 66,795 | $3.3M | Add +1.0% |
| IWR iShares Russell Mid-Cap ETF | 0.35% | 30,327 | $2.9M | Add +10.3% |
| NFLX Netflix Inc. | 0.34% | 30,358 | $2.9M | Add +26.4% |
| PG The Procter & Gamble Co. | 0.34% | 20,077 | $2.9M | Add +6.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.33% | 40,374 | $2.8M | Add +30.2% |
| KMB Kimberly-Clark Corp. | 0.33% | 28,588 | $2.8M | Add +1.9% |
| AMAT Applied Materials Inc. | 0.31% | 7,623 | $2.6M | Add +21.2% |
| PM Philip Morris International | 0.30% | 15,297 | $2.5M | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.30% | 32,410 | $2.5M | Add +16.3% |
| RTX RTX Corp. | 0.29% | 12,909 | $2.5M | Add +6.3% |
| MU Micron Technology Inc. | 0.29% | 7,206 | $2.4M | Add +17.2% |
| MRK Merck & Co. Inc. | 0.27% | 19,218 | $2.3M | Add +9.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 45,280 | $2.2M | Add +10.1% |
| KO The Coca-Cola Co. | 0.25% | 27,870 | $2.1M | Add +15.1% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 7,234 | $2.1M | Add +5.9% |
| GEV GE Vernova Inc. | 0.23% | 2,233 | $1.9M | Add +22.7% |
| MA Mastercard Inc. Class A | 0.22% | 3,788 | $1.9M | Reduce -9.6% |
| AMD Advanced Micro Devices | 0.22% | 9,279 | $1.9M | Add +24.1% |
| UNH Unitedhealth Group Inc. | 0.21% | 6,717 | $1.8M | Add +13.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 11,237 | $1.8M | Add +27.7% |
| AKAM Akamai Technologies Inc. | 0.21% | 15,519 | $1.8M | Reduce -24.6% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 31,785 | $1.7M | Add +4.8% |
| JNK SS SPDR BB High Yield Bond | 0.19% | 17,148 | $1.6M | Add +22.6% |
| HD Home Depot Inc. | 0.19% | 4,886 | $1.6M | Add +3.3% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 10,915 | $1.6M | Add +16.9% |
| ETN Eaton Corp. PLC | 0.19% | 4,428 | $1.6M | Add +4.5% |
| INTC Intel Corp. | 0.19% | 35,663 | $1.6M | Add +9.3% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 24,384 | $1.6M | Add +5.5% |
| PGR Progressive Corp. | 0.18% | 7,818 | $1.5M | Add +67.7% |
| SUB iShares Short-Term National | 0.18% | 14,264 | $1.5M | Reduce -7.8% |
| COP Conocophillips | 0.18% | 11,488 | $1.5M | Add +10.5% |
| CRM Salesforce Inc. | 0.18% | 8,107 | $1.5M | Add +35.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 6,094 | $1.5M | Add +1.6% |
| LRCX Lam Research Corp. | 0.17% | 6,876 | $1.5M | Add +22.8% |
| IWM iShares Russell 2000 ETF | 0.17% | 5,916 | $1.5M | Reduce -5.7% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 6,692 | $1.4M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.17% | 1,672 | $1.4M | Add +3.4% |
| TXN Texas Instruments Inc. | 0.17% | 7,274 | $1.4M | Add +6.9% |
| KLAC KLA Corp. | 0.17% | 959 | $1.4M | Add +17.8% |
| HWM Howmet Aerospace Inc. | 0.17% | 6,106 | $1.4M | Add +9.8% |
| LIN Linde PLC | 0.16% | 2,754 | $1.4M | Add +28.9% |
| LOW Lowe's Cos Inc. | 0.16% | 5,680 | $1.3M | Add +1.8% |
| QCOM Qualcomm Inc. | 0.16% | 10,388 | $1.3M | Add +0.1% |
| GLW Corning Inc. | 0.16% | 9,796 | $1.3M | Reduce -12.6% |
| MS Morgan Stanley | 0.15% | 7,966 | $1.3M | Add +7.1% |
| ORCL Oracle Corp. | 0.15% | 8,750 | $1.3M | Add +17.9% |
| MCD McDonald's Corp. | 0.15% | 4,136 | $1.3M | Add +3.2% |
| ISRG Intuitive Surgical Inc. | 0.15% | 2,756 | $1.3M | Add +14.7% |
| SCHW Schwab (charles) Corp. | 0.15% | 13,513 | $1.3M | Add +0.9% |
| ABT Abbott Laboratories | 0.15% | 12,352 | $1.3M | Add +40.6% |
| VZ Verizon Communications Inc. | 0.15% | 24,944 | $1.3M | Add +11.4% |
| T AT&T Inc. | 0.15% | 43,106 | $1.2M | Add +28.0% |
| NOC Northrop Grumman Corp. | 0.14% | 1,792 | $1.2M | Add +5.5% |
| DUK Duke Energy Corp. | 0.14% | 9,300 | $1.2M | Add +73.8% |
| NEE Nextera Energy Inc. | 0.14% | 13,098 | $1.2M | Add +3.5% |
| GD General Dynamics Corp. | 0.14% | 3,442 | $1.2M | Add +78.2% |
| IWY iShares Russell Top 200 Grow | 0.14% | 4,656 | $1.2M | Add +18.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 4,415 | $1.2M | Add +20.7% |
| PEP Pepsico Inc. | 0.14% | 7,441 | $1.2M | Add +2.9% |
| CME Cme Group Inc. | 0.14% | 3,885 | $1.1M | Add +105.0% |
| AMGN Amgen Inc. | 0.13% | 3,222 | $1.1M | Add +10.3% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 2,243 | $1.1M | Add +1.4% |
| CEG Constellation Energy | 0.13% | 3,929 | $1.1M | Reduce -21.1% |
| VT Vanguard Tot World STK ETF | 0.13% | 7,916 | $1.1M | No change |
| BKNG Booking Holdings Inc. | 0.13% | 258 | $1.1M | Add +28.4% |
| WFC Wells Fargo & Co. | 0.13% | 13,559 | $1.1M | Add +4.4% |
| MPC Marathon Petroleum Corp. | 0.12% | 4,333 | $1.1M | Reduce -52.4% |
| TT Trane Technologies PLC | 0.12% | 2,416 | $1.0M | Add +3.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.12% | 35,210 | $981K | Add +291.5% |
| MCK McKesson Corp. | 0.11% | 1,119 | $968K | Add +1.2% |
| ADI Analog Devices Inc. | 0.11% | 3,015 | $959K | Add +16.7% |
| CB Chubb Ltd. | 0.11% | 2,937 | $957K | Add +0.1% |
| MO Altria Group Inc. | 0.11% | 14,224 | $939K | Add +13.0% |
| WAB Wabtec Corp. | 0.11% | 3,693 | $923K | Add +2.3% |
| AXP American Express Co. | 0.11% | 3,048 | $922K | Add +6.6% |
| BLK BlackRock Inc. | 0.11% | 946 | $910K | Reduce -3.1% |
| DE Deere & Co. | 0.11% | 1,612 | $908K | Add +3.2% |
| BND Vanguard Total Bond Market | 0.11% | 12,240 | $901K | Add +18.4% |
| FTNT Fortinet Inc. | 0.10% | 10,782 | $881K | Add +83.7% |
| FAST Fastenal Co. | 0.10% | 18,888 | $876K | Add +51.3% |
| NOW ServiceNow Inc. | 0.10% | 8,380 | $876K | Add +24.8% |
| HON Honeywell International Inc. | 0.10% | 3,785 | $856K | Add +2.3% |
| UNP Union Pacific Corp. | 0.10% | 3,475 | $843K | Add +11.8% |
| APH Amphenol Corp. Class A | 0.10% | 6,637 | $839K | Reduce -1.1% |
| PRF Invesco Rafi US 1000 ETF | 0.10% | 17,546 | $834K | Add +30.9% |
| EEM iShares MSCI Emerging Market | 0.10% | 14,595 | $829K | Add +38.3% |
| ORLY O'reilly Automotive Inc. | 0.10% | 8,800 | $812K | Add +11.3% |
| WMB Williams Cos Inc. | 0.10% | 11,129 | $810K | Add +6.2% |
| CMCSA Comcast Corp. Class A | 0.10% | 28,130 | $808K | Add +61.2% |
| C Citigroup Inc. | 0.10% | 7,120 | $807K | Add +18.0% |
| UBER Uber Technologies Inc. | 0.09% | 11,096 | $798K | Add +19.5% |
| IVE iShares S&P 500 Value ETF | 0.09% | 3,779 | $798K | Reduce -3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 2,755 | $791K | Add +64.9% |
| SCHX Schwab US Large-Cap ETF | 0.09% | 30,655 | $786K | Reduce -1.8% |
| CTAS Cintas Corp. | 0.09% | 4,576 | $774K | Add +34.6% |
| PWR Quanta Services Inc. | 0.09% | 1,401 | $769K | Add +9.7% |
| GSAT Globalstar Inc. | 0.09% | 11,495 | $763K | No change |
| GILD Gilead Sciences Inc. | 0.09% | 5,475 | $763K | Add +13.1% |
| DHR Danaher Corp. | 0.09% | 3,991 | $757K | Add +2.9% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 6,674 | $755K | Reduce -19.2% |
| ILCG iShares Morningstar Growth E | 0.09% | 7,850 | $750K | No change |
| TMUS T-Mobile US Inc. | 0.09% | 3,566 | $749K | Add +11.4% |
| SYK Stryker Corp. | 0.09% | 2,273 | $747K | Add +20.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.09% | 1,654 | $739K | Add +24.2% |
| ED Consolidated Edison Inc. | 0.09% | 6,488 | $734K | New |
| CMI Cummins Inc. | 0.09% | 1,364 | $734K | Reduce -7.7% |
| SPGI S&P Global Inc. | 0.09% | 1,718 | $731K | Add +7.9% |
| INTU Intuit Inc. | 0.09% | 1,684 | $728K | Add +30.8% |
| MDT Medtronic PLC | 0.09% | 8,351 | $724K | Add +48.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 9,621 | $723K | New |
| LMT Lockheed Martin Corp. | 0.09% | 1,194 | $722K | Add +13.0% |
| CSX CSX Corp. | 0.08% | 17,500 | $718K | Reduce -50.4% |
| COF Capital One Financial Corp. | 0.08% | 3,929 | $717K | Add +7.5% |
| AME Ametek Inc. | 0.08% | 3,275 | $702K | Add +54.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.08% | 8,875 | $698K | Add +3.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.08% | 1,895 | $696K | New |
| ANET Arista Networks Inc. | 0.08% | 5,665 | $696K | Add +31.5% |
| ADBE Adobe Inc. | 0.08% | 2,858 | $695K | Add +43.6% |
| PANW Palo Alto Networks Inc. | 0.08% | 4,321 | $693K | Add +65.0% |
| WELL Welltower Inc. | 0.08% | 3,486 | $689K | Add +55.4% |
| D Dominion Energy Inc. | 0.08% | 11,140 | $689K | Add +0.1% |
| LHX L3HARRIS Technologies Inc. | 0.08% | 1,969 | $680K | Add +22.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 3,452 | $677K | Reduce -18.4% |
| NSC Norfolk Southern Corp. | 0.08% | 2,352 | $675K | Reduce -28.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,153 | $665K | Reduce -12.8% |
| DVY iShares Select Dividend ETF | 0.08% | 4,389 | $665K | No change |
| SO The Southern Co. | 0.08% | 6,858 | $662K | Add +81.4% |
| PFE Pfizer Inc. | 0.08% | 23,380 | $657K | Add +16.6% |
| FDX FedEx Corp. | 0.08% | 1,835 | $654K | Add +26.0% |
| VLO Valero Energy Corp. | 0.07% | 2,478 | $612K | Reduce -34.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.07% | 13,255 | $605K | Add +29.8% |
| IWX iShares Russell Top 200 Valu | 0.07% | 6,519 | $604K | New |
| BMY Bristol-Myers Squibb Co. | 0.07% | 9,830 | $596K | Add +5.8% |
| JEF Jefferies Financial Group Inc. | 0.07% | 14,411 | $595K | Add +0.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.07% | 3,762 | $595K | Add +155.9% |
| UPS United Parcel Service Class B | 0.07% | 5,991 | $589K | Add +112.7% |
| NEM Newmont Corp. | 0.07% | 5,360 | $580K | Add +8.5% |
| SNDK Sandisk Corp. | 0.07% | 912 | $579K | New |
| AMP Ameriprise Financial Inc. | 0.07% | 1,300 | $578K | Reduce -2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 5,978 | $576K | Reduce -13.0% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 9,951 | $574K | Add +12.5% |
| PLD Prologis Inc. | 0.07% | 4,315 | $570K | Add +14.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 1,441 | $563K | Add +11.0% |
| IWN iShares Russell 2000 Value E | 0.07% | 2,923 | $554K | Add +4.2% |
| CBOE Cboe Global Markets Inc. | 0.07% | 1,962 | $551K | Add +65.2% |
| PSX Phillips 66 | 0.07% | 3,024 | $551K | Add +5.8% |
| ADSK Autodesk Inc. | 0.06% | 2,291 | $548K | Add +120.3% |
| SBUX Starbucks Corp. | 0.06% | 6,096 | $546K | Add +4.6% |
| GGG Graco Inc. | 0.06% | 6,431 | $544K | New |
| EXC Exelon Corp. | 0.06% | 10,991 | $539K | Reduce -29.2% |
| APD Air Products & Chemicals Inc. | 0.06% | 1,853 | $538K | Add +3.8% |
| EQIX Equinix Inc. | 0.06% | 547 | $536K | Add +8.5% |
| BSX Boston Scientific Corp. | 0.06% | 8,538 | $536K | Reduce -9.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,584 | $535K | Add +60.0% |
| ICE Intercontinental Exchange Inc. | 0.06% | 3,396 | $534K | Add +6.8% |
| DGRO iShares Core Dividend Growth | 0.06% | 7,599 | $533K | Reduce -1.3% |
| WM Waste Management Inc. | 0.06% | 2,311 | $531K | Add +4.8% |
| KEYS Keysight Technologies Inc. | 0.06% | 1,868 | $527K | New |
| TEL Te Connectivity PLC | 0.06% | 2,509 | $524K | Reduce -0.1% |
| PH Parker Hannifin Corp. | 0.06% | 585 | $524K | Add +10.2% |
| JCI Johnson Controls Internation | 0.06% | 3,928 | $514K | Add +11.6% |
| ITW Illinois Tool Works | 0.06% | 1,969 | $513K | Add +0.2% |
| GM General Motors Co. | 0.06% | 6,836 | $509K | Add +10.8% |
| FHI Federated Hermes Inc. | 0.06% | 8,974 | $509K | New |
| EVTR Eaton Vance Total Return | 0.06% | 10,000 | $508K | No change |
| EA Electronic Arts Inc. | 0.06% | 2,482 | $506K | Add +45.1% |
| WDC Western Digital Corp. | 0.06% | 1,846 | $499K | Add +8.4% |
| ADP Automatic Data Processing | 0.06% | 2,439 | $496K | Add +6.5% |
| FDVV Fidelity High Dividend ETF | 0.06% | 8,962 | $495K | Add +49.2% |
| FIX Comfort Systems USA Inc. | 0.06% | 357 | $492K | Add +45.7% |
| STX Seagate Technology Holdings | 0.06% | 1,252 | $490K | Add +27.8% |
| IOO iShares Global 100 ETF | 0.06% | 4,042 | $489K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 4,108 | $487K | Add +7.5% |
| AIG American International Group | 0.06% | 6,464 | $486K | Reduce -0.1% |
| TDY Teledyne Technologies Inc. | 0.06% | 795 | $481K | New |
| ONEQ Fidelity Nasdaq Comp Indx | 0.06% | 5,647 | $479K | No change |
| HCA HCA Healthcare Inc. | 0.06% | 1,009 | $477K | Add +4.7% |
| FCX Freeport-McMoran Inc. | 0.06% | 8,048 | $473K | Add +8.3% |
| JHG Janus Henderson Group PLC | 0.05% | 8,985 | $462K | New |
| O Realty Income Corp. | 0.05% | 7,544 | $462K | New |
| HIG Hartford Insurance Group Inc. | 0.05% | 3,403 | $460K | Add +1.9% |
| EQT Eqt Corp. | 0.05% | 7,190 | $458K | Add +6.4% |
| BA The Boeing Co. | 0.05% | 2,284 | $455K | Add +0.7% |
| ALL Allstate Corp. | 0.05% | 2,192 | $454K | Add +106.2% |
| TRV The Travelers Cos Inc. | 0.05% | 1,523 | $444K | Add +17.4% |
| DOX Amdocs Ltd. | 0.05% | 6,745 | $440K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 1,470 | $439K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 5,723 | $438K | Add +23.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.05% | 16,010 | $437K | New |
| VOO Vanguard S&P 500 ETF | 0.05% | 731 | $437K | Reduce -2.9% |
| VST Vistra Corp. | 0.05% | 2,876 | $432K | Add +5.2% |
| MSI Motorola Solutions Inc. | 0.05% | 995 | $432K | Add +76.7% |
| MDY State Street SPDR S&P Midcap | 0.05% | 699 | $431K | No change |
| IR Ingersoll-Rand Inc. | 0.05% | 5,360 | $429K | Reduce -0.3% |
| MAR Marriott International Class A | 0.05% | 1,278 | $418K | Add +10.3% |
| AON Aon PLC Class A | 0.05% | 1,279 | $413K | Add +4.7% |
| HUBB Hubbell Inc. | 0.05% | 826 | $405K | Add +3.9% |
| BN Brookfield Corp. | 0.05% | 9,940 | $402K | Add +11.6% |
| CDNS Cadence Design SYS Inc. | 0.05% | 1,443 | $401K | Add +3.9% |
| MNST Monster Beverage Corp. | 0.05% | 5,514 | $400K | Add +1.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.05% | 1,308 | $398K | Add +1.1% |
| CI The Cigna Group | 0.05% | 1,488 | $397K | Add +39.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.05% | 3,452 | $396K | Add +2.4% |
| VRSN Verisign Inc. | 0.05% | 1,588 | $394K | New |
| EMR Emerson Electric Co. | 0.05% | 2,995 | $392K | Add +4.7% |
| VGT Vanguard Info Tech ETF | 0.05% | 559 | $390K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 4,261 | $384K | New |
| CL Colgate-Palmolive Co. | 0.05% | 4,495 | $383K | Add +32.9% |
| AMT American Tower Corp. | 0.05% | 2,213 | $382K | Add +15.6% |
| GL Globe Life Inc. | 0.05% | 2,743 | $382K | New |
| SNX TD Synnex Corp. | 0.04% | 2,253 | $380K | New |
| SNPS Synopsys Inc. | 0.04% | 958 | $380K | Add +38.8% |
| CVS CVS Health Corp. | 0.04% | 5,270 | $378K | Reduce -20.8% |
| CINF Cincinnati Financial Corp. | 0.04% | 2,404 | $378K | Add +9.7% |
| DVN Devon Energy Corp. | 0.04% | 7,397 | $372K | Add +10.2% |
| SEIC Sei Investments Company | 0.04% | 4,702 | $369K | New |
| NYT New York Times Co. Class A | 0.04% | 4,401 | $368K | New |
| QUAL iShares MSCI USA Quality Fac | 0.04% | 1,916 | $368K | Add +25.0% |
| MTG Mgic Investment Corp. | 0.04% | 13,891 | $365K | New |
| ROP Roper Technologies Inc. | 0.04% | 1,029 | $364K | Add +38.1% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.04% | 7,176 | $363K | No change |
| REGN Regeneron Pharmaceuticals | 0.04% | 462 | $357K | Add +12.4% |
| ECL Ecolab Inc. | 0.04% | 1,328 | $353K | Add +13.1% |
| MCO Moody's Corp. | 0.04% | 808 | $352K | Add +38.6% |
| WBD Warner Bros Discovery Inc. | 0.04% | 12,792 | $351K | Add +10.9% |
| IWF iShares Russell 1000 Growth | 0.04% | 822 | $351K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.04% | 1,269 | $349K | Add +7.7% |
| PNC PNC Financial Services Group | 0.04% | 1,669 | $347K | Reduce -28.6% |
| TXRH Texas Roadhouse Inc. | 0.04% | 2,081 | $344K | Add +66.6% |
| OMFL Invesco Russell 1000 DYN M/F | 0.04% | 5,699 | $343K | New |
| MMM 3M Co. | 0.04% | 2,356 | $342K | Add +4.3% |
| CTSH Cognizant Tech Solutions-A | 0.04% | 5,492 | $337K | Add +55.8% |
| CTVA Corteva Inc. | 0.04% | 3,988 | $334K | Add +6.7% |
| KR Kroger Co. | 0.04% | 4,578 | $331K | New |
| USB US Bancorp | 0.04% | 6,362 | $331K | Reduce -4.9% |
| GWW WW Grainger Inc. | 0.04% | 300 | $327K | Add +37.0% |
| SYY Sysco Corp. | 0.04% | 4,575 | $326K | Add +10.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.04% | 245 | $324K | New |
| BDX Becton Dickinson and Co. | 0.04% | 2,055 | $323K | Add +18.2% |
| ODFL Old Dominion Freight Line | 0.04% | 1,644 | $321K | New |
| LITE Lumentum Holdings Inc. | 0.04% | 455 | $320K | New |
| PPL PPL Corp. | 0.04% | 8,346 | $319K | New |
| CF CF Industries Holdings Inc. | 0.04% | 2,455 | $319K | New |
| TTWO Take-Two Interactive Softwre | 0.04% | 1,613 | $319K | New |
| MET Metlife Inc. | 0.04% | 4,502 | $318K | Reduce -1.7% |
| SPG Simon Property Group Inc. | 0.04% | 1,704 | $318K | Add +7.3% |
| FITB Fifth Third Bancorp | 0.04% | 6,813 | $317K | New |
| EOG EOG Resources Inc. | 0.04% | 2,169 | $314K | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 6,082 | $313K | Reduce -22.6% |
| PAYX Paychex Inc. | 0.04% | 3,369 | $310K | Add +21.8% |
| AEP American Electric Power | 0.04% | 2,360 | $309K | Add +11.8% |
| MRSH Marsh & McLennan Cos | 0.04% | 1,761 | $305K | Add +5.0% |
| CIEN Ciena Corp. | 0.04% | 786 | $305K | New |
| ROST Ross Stores Inc. | 0.04% | 1,387 | $300K | Add +11.0% |
| IDXX Idexx Laboratories Inc. | 0.04% | 533 | $299K | Add +17.1% |
| EW Edwards Lifesciences Corp. | 0.04% | 3,726 | $298K | Add +40.3% |
| APP AppLovin Corp. Class A | 0.04% | 749 | $298K | Reduce -2.0% |
| DAL Delta Air Lines Inc. | 0.03% | 4,432 | $295K | Add +3.0% |
| SRE Sempra | 0.03% | 3,027 | $294K | Add +0.2% |
| CRUS Cirrus Logic Inc. | 0.03% | 2,021 | $292K | New |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.03% | 6,978 | $291K | New |
| ACN Accenture PLC Class A | 0.03% | 1,455 | $289K | Reduce -49.1% |
| EME Emcor Group Inc. | 0.03% | 390 | $288K | New |
| IWD iShares Russell 1000 Value E | 0.03% | 1,345 | $287K | Reduce -2.6% |
| YUM Yum! Brands Inc. | 0.03% | 1,848 | $287K | Add +28.9% |
| AFL Aflac Inc. | 0.03% | 2,584 | $283K | Reduce -4.0% |
| JLL Jones Lang Lasalle Inc. | 0.03% | 921 | $280K | New |
| UTHR United Therapeutics Corp. | 0.03% | 469 | $278K | Add +13.0% |
| SHW The Sherwin-Williams Co. | 0.03% | 866 | $278K | Reduce -4.4% |
| MPWR Monolithic Power Systems Inc. | 0.03% | 252 | $276K | Add +7.2% |
| KMI Kinder Morgan Inc. | 0.03% | 8,146 | $273K | Reduce -2.4% |
| IDV iShares International Select | 0.03% | 6,379 | $271K | Reduce -15.3% |
| HPE Hewlett Packard Enterprise | 0.03% | 11,270 | $268K | Add +8.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.03% | 5,821 | $265K | No change |
| BKR Baker Hughes Co. | 0.03% | 4,340 | $265K | New |
| NDAQ Nasdaq Inc. | 0.03% | 3,112 | $264K | New |
| VMC Vulcan Materials Co. | 0.03% | 970 | $264K | Reduce -6.8% |
| ELV Elevance Health Inc. | 0.03% | 901 | $264K | Add +6.8% |
| ES Eversource Energy | 0.03% | 3,783 | $262K | Reduce -7.8% |
| CASY Casey's General Stores Inc. | 0.03% | 360 | $262K | New |
| SNA Snap-on Inc. | 0.03% | 720 | $262K | New |
| DMAC Diamedica Therapeutics Inc. | 0.03% | 38,457 | $260K | No change |
| ENB Enbridge Inc. | 0.03% | 4,749 | $257K | Add +1.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.03% | 4,324 | $252K | Reduce -15.7% |
| ROK Rockwell Automation Inc. | 0.03% | 699 | $251K | Add +6.5% |
| DLR Digital Realty Trust Inc. | 0.03% | 1,374 | $248K | New |
| TER Teradyne Inc. | 0.03% | 835 | $248K | New |
| PCAR Paccar Inc. | 0.03% | 2,137 | $247K | Add +13.7% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 983 | $246K | New |
| ABNB Airbnb Inc. Class A | 0.03% | 1,949 | $246K | New |
| AIZ Assurant Inc. | 0.03% | 1,126 | $245K | Add +1.2% |
| SYF Synchrony Financial | 0.03% | 3,588 | $244K | Reduce -5.0% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 7,547 | $242K | Add +11.6% |
| COR Cencora Inc. | 0.03% | 763 | $240K | Add +19.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.03% | 1,096 | $237K | Add +33.2% |
| FISV Fiserv Inc. | 0.03% | 4,238 | $236K | New |
| BX Blackstone Inc. | 0.03% | 2,053 | $236K | Reduce -36.4% |
| POR Portland General Electric Co. | 0.03% | 4,466 | $236K | New |
| TFC Truist Financial Corp. | 0.03% | 5,099 | $234K | Add +10.8% |
| AYI Acuity Inc. | 0.03% | 836 | $234K | New |
| CAH Cardinal Health Inc. | 0.03% | 1,108 | $234K | New |
| BYD Boyd Gaming Corp. | 0.03% | 2,839 | $233K | New |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.03% | 6,855 | $230K | New |
| JQUA JPMorgan US Quality Factor | 0.03% | 3,669 | $225K | New |
| CARR Carrier Global Corp. | 0.03% | 3,989 | $225K | New |
| ESNT Essent Group Ltd. | 0.03% | 3,822 | $223K | New |
| AA Alcoa Corp. | 0.03% | 3,367 | $223K | New |
| JBL Jabil Inc. | 0.03% | 835 | $222K | New |
| SWKS Skyworks Solutions Inc. | 0.03% | 4,129 | $221K | New |
| GHYB Goldman Sachs Access HY Corp. | 0.03% | 4,938 | $220K | Reduce -9.2% |
| HOLX Hologic Inc. | 0.03% | 2,893 | $219K | New |
| AZO AutoZone Inc. | 0.03% | 64 | $216K | No change |
| ZTS Zoetis Inc. | 0.03% | 1,828 | $216K | Add +7.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 1,039 | $215K | Add +3.3% |
| DLB Dolby Laboratories Inc. Class A | 0.03% | 3,570 | $214K | New |
| MLM Martin Marietta Materials | 0.03% | 364 | $214K | Add +1.7% |
| COHR Coherent Corp. | 0.03% | 895 | $213K | New |
| HAL Halliburton Co. | 0.03% | 5,447 | $212K | New |
| EBAY eBay Inc. | 0.03% | 2,330 | $212K | New |
| BEDY BNY MLN Enhnc DVD and in ETF | 0.03% | 7,797 | $212K | Add +1.3% |
| ABOS Acumen Pharmaceuticals Inc. | 0.03% | 89,699 | $212K | No change |
| RMD Resmed Inc. | 0.02% | 941 | $211K | Add +11.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.02% | 2,139 | $211K | New |
| PTC PTC Inc. | 0.02% | 1,434 | $204K | New |
| WDAY Workday Inc. Class A | 0.02% | 1,565 | $203K | New |
| FE Firstenergy Corp. | 0.02% | 4,010 | $203K | New |
| NVT Nvent Electric PLC | 0.02% | 1,714 | $203K | New |
| NTAP Netapp Inc. | 0.02% | 1,975 | $202K | Reduce -6.8% |
| PEG Public Service Enterprise GP | 0.02% | 2,490 | $202K | New |
| UAL United Airlines Holdings Inc. | 0.02% | 2,186 | $201K | New |
| TDG Transdigm Group Inc. | 0.02% | 173 | $201K | Add +1.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 14,444 | $167K | Reduce -0.4% |
| COTY Coty Inc. Class A | 0.00% | 10,457 | $21K | New |