| MSFT Microsoft Corp. | 5.14% | 231,664 | $115.2M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 3.51% | 443,132 | $78.6M | Reduce -5.3% |
| AVGO Broadcom Inc. | 3.33% | 270,274 | $74.5M | Reduce -2.4% |
| NVDA Nvidia Corp. | 3.30% | 468,094 | $74.0M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.01% | 307,645 | $67.5M | Add +20.6% |
| COST Costco Wholesale Corp. | 3.00% | 67,863 | $67.2M | Reduce -0.9% |
| AAPL Apple Inc. | 2.59% | 282,298 | $57.9M | Reduce -5.8% |
| SYK Stryker Corp. | 2.53% | 143,320 | $56.7M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 2.20% | 170,147 | $49.3M | Reduce -0.7% |
| V Visa Inc. Class A | 2.01% | 126,923 | $45.1M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 1.74% | 356,816 | $39.0M | Reduce -3.9% |
| IJH iShares Core S&P Midcap ETF | 1.72% | 620,416 | $38.5M | Reduce -9.8% |
| PANW Palo Alto Networks Inc. | 1.66% | 182,164 | $37.3M | Reduce -1.1% |
| ORCL Oracle Corp. | 1.66% | 170,057 | $37.2M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 56,323 | $34.8M | Reduce -1.0% |
| AXP American Express Co. | 1.50% | 105,437 | $33.6M | Add +0.1% |
| GLD SPDR Gold Shares | 1.48% | 108,385 | $33.0M | Add +0.6% |
| IXUS iShares Core Intl Stock ETF | 1.47% | 427,103 | $33.0M | Reduce -2.1% |
| ABT Abbott Laboratories | 1.41% | 232,664 | $31.6M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.39% | 203,371 | $31.1M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 1.29% | 51,616 | $29.0M | Reduce -1.9% |
| CB Chubb Ltd. | 1.28% | 99,195 | $28.7M | Add +0.5% |
| ACN Accenture PLC Class A | 1.23% | 92,066 | $27.5M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.23% | 37,250 | $27.5M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.04% | 187,778 | $23.3M | Add +1.4% |
| HON Honeywell International Inc. | 1.04% | 99,697 | $23.2M | Reduce -1.9% |
| HD Home Depot Inc. | 1.02% | 62,513 | $22.9M | Reduce -0.6% |
| AZO AutoZone Inc. | 0.99% | 5,959 | $22.1M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.97% | 164,012 | $21.7M | Reduce -6.3% |
| ITW Illinois Tool Works | 0.93% | 83,909 | $20.7M | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.89% | 280,305 | $19.8M | Add +4.6% |
| WM Waste Management Inc. | 0.87% | 85,381 | $19.5M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 0.87% | 197,468 | $19.5M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.80% | 101,625 | $17.9M | Reduce -12.0% |
| LLY Eli Lilly & Co. | 0.79% | 22,802 | $17.8M | Reduce -1.0% |
| WFC Wells Fargo & Co. | 0.79% | 221,072 | $17.7M | Add +5.8% |
| IVV iShares Core S&P 500 ETF | 0.76% | 27,339 | $17.0M | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.75% | 41,467 | $16.8M | Reduce -0.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.73% | 243,654 | $16.4M | Add +2.9% |
| ZTS Zoetis Inc. | 0.72% | 103,220 | $16.1M | Reduce -3.1% |
| RTX RTX Corp. | 0.71% | 109,293 | $16.0M | Add +24.8% |
| MUB iShares National Muni Bond E | 0.68% | 145,181 | $15.2M | Reduce -18.0% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 261,673 | $14.9M | Add +5.0% |
| ICE Intercontinental Exchange Inc. | 0.62% | 75,945 | $13.9M | Reduce -2.8% |
| NFLX Netflix Inc. | 0.61% | 10,228 | $13.7M | Add +0.9% |
| XLF SS Financial Select Sector | 0.60% | 258,112 | $13.5M | Reduce -5.9% |
| XOM Exxon Mobil Corp. | 0.59% | 123,565 | $13.3M | Add +0.0% |
| CRM Salesforce Inc. | 0.59% | 48,178 | $13.1M | Reduce -1.5% |
| UBER Uber Technologies Inc. | 0.57% | 136,790 | $12.8M | Add +4529.1% |
| BX Blackstone Inc. | 0.57% | 84,832 | $12.7M | Reduce -0.6% |
| UNP Union Pacific Corp. | 0.52% | 50,264 | $11.6M | Add +0.8% |
| C Citigroup Inc. | 0.48% | 126,610 | $10.8M | Add +10.3% |
| EFA iShares MSCI Eafe ETF | 0.48% | 119,766 | $10.7M | Reduce -5.2% |
| ADBE Adobe Inc. | 0.48% | 27,672 | $10.7M | Reduce -2.2% |
| ECL Ecolab Inc. | 0.47% | 38,741 | $10.4M | Reduce -1.8% |
| WTW Willis Towers Watson PLC | 0.46% | 33,444 | $10.3M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.46% | 32,836 | $10.2M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 0.45% | 145,417 | $10.1M | Reduce -1.4% |
| FISV Fiserv Inc. | 0.41% | 53,713 | $9.3M | Reduce -7.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.41% | 132,435 | $9.3M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 29,212 | $8.9M | Reduce -2.0% |
| CHD Church & Dwight Co. Inc. | 0.39% | 90,384 | $8.7M | Add +0.1% |
| MCD McDonald's Corp. | 0.38% | 28,778 | $8.4M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 35,299 | $8.4M | Add +0.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.37% | 164,260 | $8.4M | Add +23.8% |
| FLOT iShares Floating Rate Bond E | 0.37% | 162,235 | $8.3M | Add +5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 29,057 | $8.1M | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.36% | 80,502 | $8.0M | Add +0.9% |
| MDY State Street SPDR S&P Midcap | 0.35% | 13,733 | $7.8M | Reduce -1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.33% | 7,149 | $7.4M | Reduce -0.1% |
| DHR Danaher Corp. | 0.33% | 37,088 | $7.3M | Reduce -2.5% |
| JMUB JPMorgan Municipal ETF | 0.32% | 142,500 | $7.1M | Add +87.3% |
| SUB iShares Short-Term National | 0.31% | 65,049 | $6.9M | Add +16.5% |
| APD Air Products & Chemicals Inc. | 0.30% | 24,210 | $6.8M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.30% | 42,051 | $6.7M | Reduce -3.4% |
| NOW ServiceNow Inc. | 0.29% | 6,341 | $6.5M | Add +42.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.28% | 128,868 | $6.3M | Add +19.3% |
| TMUS T-Mobile US Inc. | 0.28% | 26,429 | $6.3M | Add +0.5% |
| SPGI S&P Global Inc. | 0.28% | 11,756 | $6.2M | Reduce -0.4% |
| BDX Becton Dickinson and Co. | 0.27% | 35,650 | $6.1M | Reduce -48.0% |
| CBOE Cboe Global Markets Inc. | 0.27% | 26,287 | $6.1M | Add +108.4% |
| TSCO Tractor Supply Company | 0.27% | 115,590 | $6.1M | Reduce -1.9% |
| SBUX Starbucks Corp. | 0.26% | 64,690 | $5.9M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 19,113 | $5.6M | Reduce -6.8% |
| ADP Automatic Data Processing | 0.25% | 18,263 | $5.6M | No change |
| AMGN Amgen Inc. | 0.25% | 19,970 | $5.6M | Add +0.8% |
| TFC Truist Financial Corp. | 0.24% | 124,041 | $5.3M | Reduce -0.1% |
| CVX Chevron Corp. | 0.24% | 37,069 | $5.3M | Reduce -0.3% |
| PGR Progressive Corp. | 0.22% | 18,771 | $5.0M | Add +1.7% |
| LIN Linde PLC | 0.22% | 10,396 | $4.9M | Reduce -4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 39,304 | $4.9M | Reduce -5.9% |
| OKE Oneok Inc. | 0.21% | 56,795 | $4.6M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.21% | 58,398 | $4.6M | Reduce -4.1% |
| AMP Ameriprise Financial Inc. | 0.20% | 8,574 | $4.6M | Reduce -0.4% |
| BLK BlackRock Inc. | 0.20% | 4,277 | $4.5M | Reduce -2.8% |
| BND Vanguard Total Bond Market | 0.20% | 59,440 | $4.4M | Add +5.6% |
| CDNS Cadence Design SYS Inc. | 0.19% | 14,102 | $4.3M | Add +2.4% |
| EMR Emerson Electric Co. | 0.19% | 32,433 | $4.3M | Add +2.2% |
| SHW The Sherwin-Williams Co. | 0.19% | 12,584 | $4.3M | Reduce -2.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.19% | 48,778 | $4.3M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 24,169 | $4.3M | Reduce -2.2% |
| TDG Transdigm Group Inc. | 0.19% | 2,774 | $4.2M | Add +3.7% |
| LOW Lowe's Cos Inc. | 0.19% | 18,951 | $4.2M | Reduce -2.0% |
| WY Weyerhaeuser Co. | 0.19% | 163,011 | $4.2M | No change |
| JPST JPMorgan Ultra-Short Income | 0.18% | 81,169 | $4.1M | Add +15.6% |
| FBND Fidelity Total Bond ETF | 0.18% | 89,400 | $4.1M | Add +6.0% |
| FTV Fortive Corp. | 0.18% | 78,188 | $4.1M | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 48,010 | $4.0M | Add +2.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 74,854 | $3.9M | Add +0.2% |
| ABBV Abbvie Inc. | 0.17% | 21,082 | $3.9M | Add +1.1% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 31,197 | $3.8M | Reduce -3.0% |
| ETN Eaton Corp. PLC | 0.16% | 10,058 | $3.6M | Add +0.8% |
| PFE Pfizer Inc. | 0.16% | 148,044 | $3.6M | Reduce -1.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.15% | 64,026 | $3.4M | Add +4.2% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 12,725 | $3.3M | Add +0.3% |
| IBB iShares Biotechnology ETF | 0.14% | 25,512 | $3.2M | Reduce -4.1% |
| XLRE SS Real Estate Select Sector | 0.14% | 77,285 | $3.2M | Reduce -3.5% |
| ROP Roper Technologies Inc. | 0.14% | 5,585 | $3.2M | Add +0.1% |
| VTIP Vanguard Short-Term Tips | 0.14% | 60,399 | $3.0M | Add +9.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.13% | 59,589 | $3.0M | Reduce -2.9% |
| TXN Texas Instruments Inc. | 0.13% | 14,121 | $2.9M | Add +1.4% |
| URI United Rentals Inc. | 0.13% | 3,852 | $2.9M | Reduce -0.3% |
| SLV iShares Silver Trust | 0.13% | 86,850 | $2.8M | Add +1.4% |
| CI The Cigna Group | 0.12% | 8,406 | $2.8M | Add +1.9% |
| IWF iShares Russell 1000 Growth | 0.12% | 6,508 | $2.8M | Add +2.5% |
| NTRS Northern Trust Corp. | 0.12% | 21,456 | $2.7M | No change |
| BKNG Booking Holdings Inc. | 0.12% | 465 | $2.7M | Reduce -0.2% |
| JPIE JPMorgan Income ETF | 0.12% | 58,097 | $2.7M | New |
| CTVA Corteva Inc. | 0.12% | 35,540 | $2.6M | Add +6.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.12% | 31,895 | $2.6M | Add +0.5% |
| QCOM Qualcomm Inc. | 0.12% | 16,208 | $2.6M | Reduce -1.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.11% | 104,993 | $2.5M | Add +22.0% |
| WELL Welltower Inc. | 0.11% | 16,280 | $2.5M | New |
| CP Canadian Pacific Kansas City | 0.11% | 30,856 | $2.4M | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 23,376 | $2.4M | Add +6.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 19,393 | $2.3M | Add +7.6% |
| HSY The Hershey Co. | 0.10% | 13,656 | $2.3M | Reduce -0.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.10% | 46,844 | $2.2M | No change |
| COP Conocophillips | 0.10% | 24,321 | $2.2M | Reduce -1.2% |
| FSLR First Solar Inc. | 0.10% | 13,166 | $2.2M | Add +2.5% |
| SYY Sysco Corp. | 0.10% | 28,470 | $2.2M | Reduce -0.9% |
| SCHW Schwab (charles) Corp. | 0.10% | 23,623 | $2.2M | Add +3.3% |
| CTSH Cognizant Tech Solutions-A | 0.09% | 27,160 | $2.1M | Add +0.9% |
| EW Edwards Lifesciences Corp. | 0.09% | 26,841 | $2.1M | Reduce -1.1% |
| AFL Aflac Inc. | 0.09% | 19,817 | $2.1M | Reduce -0.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.09% | 84,674 | $2.1M | Add +19.5% |
| IBDU iShares Ibonds Dec 2029 Term | 0.09% | 87,900 | $2.1M | Add +3.9% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 21,974 | $2.0M | Reduce -12.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.09% | 79,150 | $2.0M | Add +7.9% |
| SCHG Schwab US Large-Cap Growth | 0.09% | 68,203 | $2.0M | Reduce -1.7% |
| VOO Vanguard S&P 500 ETF | 0.09% | 3,481 | $2.0M | Add +16.5% |
| CSL Carlisle Cos Inc. | 0.09% | 5,286 | $2.0M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 4,061 | $2.0M | Add +1.3% |
| ARES Ares Management Corp. Class A | 0.09% | 11,370 | $2.0M | Reduce -13.2% |
| XYL Xylem Inc. | 0.08% | 14,646 | $1.9M | Reduce -5.6% |
| INDA iShares MSCI India ETF | 0.08% | 33,858 | $1.9M | Reduce -0.4% |
| INTU Intuit Inc. | 0.08% | 2,364 | $1.9M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 36,037 | $1.8M | Add +12.2% |
| ICSH iShares Ultra Short Duration | 0.08% | 35,046 | $1.8M | Reduce -7.5% |
| VGK Vanguard Ftse Europe ETF | 0.08% | 22,609 | $1.8M | Add +106.8% |
| IEMG iShares Core MSCI Emerging | 0.08% | 28,314 | $1.7M | Reduce -3.9% |
| GEV GE Vernova Inc. | 0.08% | 3,194 | $1.7M | Add +0.8% |
| SCHB Schwab US Broad Market ETF | 0.08% | 70,606 | $1.7M | Reduce -1.3% |
| IYW iShares Ustechnology ETF | 0.07% | 9,600 | $1.7M | No change |
| MET Metlife Inc. | 0.07% | 20,227 | $1.6M | Add +6.3% |
| OMC Omnicom Group | 0.07% | 22,182 | $1.6M | Reduce -4.2% |
| HQY Healthequity Inc. | 0.07% | 15,045 | $1.6M | Add +19.2% |
| EWJ iShares MSCI Japan ETF | 0.07% | 20,800 | $1.6M | Add +5.1% |
| IWV iShares Russell 3000 ETF | 0.07% | 4,388 | $1.5M | No change |
| VZ Verizon Communications Inc. | 0.07% | 35,252 | $1.5M | Add +0.4% |
| CPRT Copart Inc. | 0.07% | 30,674 | $1.5M | Add +7.6% |
| ELV Elevance Health Inc. | 0.07% | 3,804 | $1.5M | Add +3.1% |
| VOYA Voya Financial Inc. | 0.07% | 20,785 | $1.5M | No change |
| CSCO Cisco Systems Inc. | 0.07% | 21,266 | $1.5M | Add +5.1% |
| AON Aon PLC Class A | 0.06% | 4,072 | $1.5M | No change |
| HUBB Hubbell Inc. | 0.06% | 3,471 | $1.4M | Reduce -0.1% |
| FELE Franklin Electric Co. Inc. | 0.06% | 15,755 | $1.4M | No change |
| AMAT Applied Materials Inc. | 0.06% | 7,645 | $1.4M | Reduce -1.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.06% | 62,800 | $1.4M | Add +5.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.06% | 65,000 | $1.4M | Add +21.9% |
| VRSK Verisk Analytics Inc. | 0.06% | 4,358 | $1.4M | Add +5.1% |
| MRSH Marsh & McLennan Cos | 0.06% | 6,120 | $1.3M | Add +0.3% |
| CDW CDW Corp. | 0.06% | 7,277 | $1.3M | Add +12.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.06% | 41,802 | $1.3M | Add +5.3% |
| HES Hess Corp. | 0.06% | 9,295 | $1.3M | Reduce -3.0% |
| RAL Ralliant Corp. | 0.06% | 26,008 | $1.3M | Reduce -2.9% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.06% | 17,609 | $1.2M | Add +106.0% |
| FIS Fidelity National Info Serv | 0.05% | 14,903 | $1.2M | No change |
| DUK Duke Energy Corp. | 0.05% | 10,230 | $1.2M | Add +18.8% |
| KHC The Kraft Heinz Co. | 0.05% | 46,527 | $1.2M | Reduce -1.4% |
| VRT Vertiv Holdings Co. Class A | 0.05% | 9,262 | $1.2M | Add +5.5% |
| PM Philip Morris International | 0.05% | 6,502 | $1.2M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 11,492 | $1.2M | Reduce -1.5% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 17,078 | $1.2M | No change |
| CZR Caesars Entertainment Inc. | 0.05% | 40,355 | $1.1M | No change |
| ET Energy Transfer LP | 0.05% | 62,586 | $1.1M | Reduce -7.5% |
| T AT&T Inc. | 0.05% | 39,050 | $1.1M | Add +1.4% |
| KLAC KLA Corp. | 0.05% | 1,244 | $1.1M | Add +6.3% |
| FERG Ferguson Enterprises Inc. | 0.05% | 5,080 | $1.1M | Reduce -10.7% |
| A Agilent Technologies Inc. | 0.05% | 9,304 | $1.1M | Add +2.2% |
| GIS General Mills Inc. | 0.05% | 21,129 | $1.1M | No change |
| LMT Lockheed Martin Corp. | 0.05% | 2,360 | $1.1M | Add +5.5% |
| NEM Newmont Corp. | 0.05% | 18,265 | $1.1M | Reduce -1.8% |
| IWD iShares Russell 1000 Value E | 0.05% | 5,369 | $1.0M | Add +12.7% |
| SHEL Shell PLC-ADR | 0.04% | 14,163 | $997K | No change |
| TSLA Tesla Inc. | 0.04% | 3,093 | $983K | Reduce -0.5% |
| PAGP Plains GP Holdings LP | 0.04% | 49,850 | $969K | Reduce -0.4% |
| SO The Southern Co. | 0.04% | 10,547 | $969K | No change |
| TGT Target Corp. | 0.04% | 9,756 | $962K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.04% | 38,175 | $961K | Reduce -23.2% |
| D Dominion Energy Inc. | 0.04% | 16,577 | $937K | No change |
| FNF Fidelity National Financial | 0.04% | 16,554 | $928K | Reduce -1.2% |
| LAMR Lamar Advertising Co. Class A | 0.04% | 7,620 | $925K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 27,241 | $921K | Reduce -0.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.04% | 35,550 | $906K | No change |
| HCA HCA Healthcare Inc. | 0.04% | 2,305 | $883K | No change |
| KEY Keycorp | 0.04% | 50,414 | $878K | Add +2.4% |
| ITOT iShares Core S&P Total U.S. | 0.04% | 6,499 | $878K | Add +0.5% |
| KEYS Keysight Technologies Inc. | 0.04% | 5,313 | $871K | Add +0.8% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 7,520 | $828K | Reduce -3.8% |
| PAYX Paychex Inc. | 0.04% | 5,650 | $822K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 1,471 | $811K | No change |
| CMS CMS Energy Corp. | 0.04% | 11,656 | $808K | Reduce -1.3% |
| SNA Snap-on Inc. | 0.04% | 2,590 | $806K | Reduce -2.8% |
| IXC iShares Global Energy ETF | 0.04% | 20,420 | $802K | Add +6.7% |
| ZBRA Zebra Technologies Corp. Class A | 0.04% | 2,579 | $795K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 8,433 | $767K | Reduce -1.6% |
| TIP iShares Tips Bond ETF | 0.03% | 6,859 | $755K | No change |
| ILCV iShares Morningstar Value Et | 0.03% | 8,742 | $729K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.03% | 28,800 | $728K | Add +203.2% |
| DAL Delta Air Lines Inc. | 0.03% | 14,795 | $728K | Add +9.3% |
| MAA Mid-America Apartment Comm | 0.03% | 4,860 | $719K | Add +0.3% |
| EFX Equifax Inc. | 0.03% | 2,721 | $706K | Add +2.2% |
| IP International Paper Co. | 0.03% | 15,021 | $703K | Add +91.7% |
| NRG NRG Energy Inc. | 0.03% | 4,360 | $700K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 3,587 | $700K | Reduce -1.1% |
| GM General Motors Co. | 0.03% | 14,201 | $699K | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.03% | 987 | $699K | Add +16.9% |
| GLW Corning Inc. | 0.03% | 13,114 | $690K | Reduce -0.2% |
| NOC Northrop Grumman Corp. | 0.03% | 1,357 | $678K | Reduce -65.4% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 2,657 | $666K | Reduce -0.5% |
| CEG Constellation Energy | 0.03% | 2,025 | $653K | Reduce -3.5% |
| APO Apollo Global Management Inc. | 0.03% | 4,545 | $645K | No change |
| WMB Williams Cos Inc. | 0.03% | 10,221 | $642K | Add +1.8% |
| INTC Intel Corp. | 0.03% | 28,030 | $628K | No change |
| CWI State Street SPDR MSCI Acwi | 0.03% | 19,132 | $625K | Add +10.1% |
| ALL Allstate Corp. | 0.03% | 3,010 | $606K | No change |
| EG Everest Group Ltd. | 0.03% | 1,772 | $602K | No change |
| EPD Enterprise Products Partners | 0.03% | 19,044 | $591K | Reduce -11.6% |
| MCK McKesson Corp. | 0.03% | 805 | $590K | No change |
| CRBG Corebridge Financial Inc. | 0.02% | 15,705 | $558K | Add +13.6% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.02% | 9,786 | $537K | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 0.02% | 7,555 | $522K | Add +12.4% |
| WMT Walmart Inc. | 0.02% | 5,156 | $504K | Reduce -2.8% |
| VT Vanguard Tot World STK ETF | 0.02% | 3,872 | $498K | Reduce -0.8% |
| POOL Pool Corp. | 0.02% | 1,672 | $487K | Reduce -31.5% |
| ESGD iShares Trust iShares ESG Aw | 0.02% | 5,450 | $486K | No change |
| DE Deere & Co. | 0.02% | 950 | $483K | No change |
| TRGP Targa Resources Corp. | 0.02% | 2,753 | $479K | Add +5.6% |
| WEC WEC Energy Group Inc. | 0.02% | 4,561 | $475K | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 0.02% | 2,199 | $475K | Add +10.8% |
| EEM iShares MSCI Emerging Market | 0.02% | 9,726 | $469K | No change |
| HYD Vaneck High Yield Muni ETF | 0.02% | 9,150 | $459K | Reduce -0.5% |
| J Jacobs Solutions Inc. | 0.02% | 3,445 | $453K | No change |
| CME Cme Group Inc. | 0.02% | 1,643 | $453K | Reduce -3.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 1,000 | $441K | No change |
| VXF Vanguard Extended Market ETF | 0.02% | 2,261 | $436K | Add +6.4% |
| SCHA Schwab US Small-Cap ETF | 0.02% | 17,114 | $433K | Add +13.7% |
| CMI Cummins Inc. | 0.02% | 1,320 | $432K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 19,000 | $427K | Add +21.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.02% | 18,600 | $426K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 9,925 | $423K | Add +3.5% |
| CAT Caterpillar Inc. | 0.02% | 1,087 | $422K | No change |
| FDX FedEx Corp. | 0.02% | 1,826 | $415K | Reduce -6.2% |
| BG Bunge Global SA | 0.02% | 5,015 | $403K | Add +31.7% |
| BKR Baker Hughes Co. | 0.02% | 10,317 | $396K | No change |
| CMF iShares California Muni Bond | 0.02% | 7,050 | $393K | Add +42.4% |
| ULTA Ulta Beauty Inc. | 0.02% | 834 | $390K | Add +3.0% |
| PSA Public Storage | 0.02% | 1,280 | $376K | Reduce -16.3% |
| BE Bloom Energy Corp. Class A | 0.02% | 15,662 | $375K | Add +20.9% |
| CNI Canadian Natl Railway Co. | 0.02% | 3,540 | $368K | No change |
| GILD Gilead Sciences Inc. | 0.02% | 3,274 | $363K | Add +42.4% |
| WPM Wheaton Precious Metals Corp. | 0.02% | 4,000 | $359K | No change |
| IEF iShares 7-10 Year Treasury B | 0.02% | 3,700 | $354K | Reduce -13.9% |
| XYZ Block Inc. | 0.02% | 5,190 | $353K | No change |
| NFTY First Trust India Nifty 50 E | 0.02% | 5,700 | $342K | No change |
| SCHV Schwab US Large-Cap Value | 0.01% | 12,130 | $336K | Reduce -9.0% |
| GD General Dynamics Corp. | 0.01% | 1,140 | $332K | No change |
| ICLN iShares Global Clean Energy | 0.01% | 25,177 | $330K | No change |
| XLK SS Technology Select Sector | 0.01% | 1,303 | $330K | Reduce -3.1% |
| UHS Universal Health Services-B | 0.01% | 1,800 | $326K | Reduce -3.7% |
| FLEX Flex Ltd. | 0.01% | 6,446 | $322K | New |
| HBAN Huntington Bancshares Inc. | 0.01% | 18,665 | $313K | Reduce -1.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.01% | 8,214 | $312K | No change |
| BWA Borgwarner Inc. | 0.01% | 9,113 | $305K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 9,321 | $304K | Add +3.6% |
| UGI Ugi Corp. | 0.01% | 8,280 | $302K | No change |
| JBL Jabil Inc. | 0.01% | 1,371 | $299K | New |
| LRCX Lam Research Corp. | 0.01% | 3,040 | $296K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 13,229 | $292K | New |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.01% | 5,700 | $288K | No change |
| ACWI iShares MSCI Acwi ETF | 0.01% | 2,220 | $285K | No change |
| OTTR Otter Tail Corp. | 0.01% | 3,680 | $284K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 895 | $280K | New |
| CCOI Cogent Communications Holdin | 0.01% | 5,789 | $279K | Reduce -2.3% |
| SR Spire Inc. | 0.01% | 3,785 | $276K | Reduce -9.8% |
| OLED Universal Display Corp. | 0.01% | 1,750 | $270K | Reduce -12.5% |
| AEP American Electric Power | 0.01% | 2,596 | $269K | Add +2.2% |
| VLTO Veralto Corp. | 0.01% | 2,659 | $268K | Reduce -14.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 596 | $265K | Add +22.6% |
| OEF iShares S&P 100 ETF | 0.01% | 870 | $265K | No change |
| GOVT iShares US Treasury Bond ETF | 0.01% | 11,441 | $263K | Add +2.9% |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 3,164 | $260K | Reduce -10.9% |
| PFG Principal Financial Group | 0.01% | 3,263 | $259K | Add +0.1% |
| VHT Vanguard Health Care ETF | 0.01% | 1,037 | $258K | New |
| MCHP Microchip Technology Inc. | 0.01% | 3,598 | $253K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 3,650 | $252K | Add +2.5% |
| KMB Kimberly-Clark Corp. | 0.01% | 1,923 | $248K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 8,150 | $239K | No change |
| YUM Yum! Brands Inc. | 0.01% | 1,594 | $236K | No change |
| LEMB iShares JP Morgan Em Local C | 0.01% | 5,830 | $235K | New |
| XEL Xcel Energy Inc. | 0.01% | 3,430 | $234K | Add +1.8% |
| MHK Mohawk Industries Inc. | 0.01% | 2,207 | $231K | New |
| REGN Regeneron Pharmaceuticals | 0.01% | 435 | $228K | Reduce -10.3% |
| PRGS Progress Software Corp. | 0.01% | 3,552 | $227K | New |
| CTRA Coterra Energy Inc. | 0.01% | 8,665 | $220K | New |
| BMY Bristol-Myers Squibb Co. | 0.01% | 4,720 | $218K | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 4,455 | $211K | New |
| SPSB SS SPDR P St C Corp. ETF | 0.01% | 6,951 | $210K | Reduce -8.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.01% | 2,593 | $210K | New |
| MBB iShares MBS ETF | 0.01% | 2,161 | $203K | Reduce -11.5% |
| VNQ Vanguard Real Estate ETF | 0.01% | 2,255 | $201K | No change |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 15,976 | $183K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 21,052 | $89K | No change |