| MSFT Microsoft Corp. | 4.96% | 225,772 | $116.9M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 4.41% | 427,512 | $104.1M | Reduce -3.5% |
| NVDA Nvidia Corp. | 3.65% | 461,186 | $86.0M | Reduce -1.5% |
| AVGO Broadcom Inc. | 3.57% | 255,036 | $84.1M | Reduce -5.6% |
| AAPL Apple Inc. | 3.09% | 286,657 | $73.0M | Add +1.5% |
| AMZN Amazon.com Inc. | 2.84% | 305,209 | $67.0M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 2.58% | 65,859 | $61.0M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 2.23% | 167,087 | $52.7M | Reduce -1.8% |
| SYK Stryker Corp. | 2.16% | 137,853 | $51.0M | Reduce -3.8% |
| ORCL Oracle Corp. | 2.07% | 174,033 | $48.9M | Add +2.3% |
| V Visa Inc. Class A | 1.79% | 123,442 | $42.1M | Reduce -2.7% |
| IJR iShares Core S&P Small-Cap E | 1.73% | 343,679 | $40.8M | Reduce -3.7% |
| IJH iShares Core S&P Midcap ETF | 1.66% | 600,487 | $39.2M | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 56,154 | $37.4M | Reduce -0.3% |
| IXUS iShares Core Intl Stock ETF | 1.58% | 450,702 | $37.2M | Add +5.5% |
| GLD SPDR Gold Shares | 1.56% | 103,680 | $36.9M | Reduce -4.3% |
| JNJ Johnson & Johnson | 1.56% | 198,127 | $36.7M | Reduce -2.6% |
| PANW Palo Alto Networks Inc. | 1.54% | 178,147 | $36.3M | Reduce -2.2% |
| AXP American Express Co. | 1.48% | 105,087 | $34.9M | Reduce -0.3% |
| ABT Abbott Laboratories | 1.27% | 223,162 | $29.9M | Reduce -4.1% |
| MA Mastercard Inc. Class A | 1.19% | 49,305 | $28.0M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 1.15% | 37,113 | $27.3M | Reduce -0.4% |
| CB Chubb Ltd. | 1.14% | 95,384 | $26.9M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 1.08% | 105,166 | $25.6M | Add +3.5% |
| AZO AutoZone Inc. | 1.06% | 5,825 | $25.0M | Reduce -2.3% |
| HD Home Depot Inc. | 1.05% | 61,006 | $24.7M | Reduce -2.4% |
| APH Amphenol Corp. Class A | 1.00% | 190,935 | $23.6M | Reduce -3.3% |
| UBER Uber Technologies Inc. | 1.00% | 240,569 | $23.6M | Add +75.9% |
| PEP Pepsico Inc. | 0.96% | 161,922 | $22.7M | Reduce -1.3% |
| ACN Accenture PLC Class A | 0.96% | 92,035 | $22.7M | Reduce -0.0% |
| ITW Illinois Tool Works | 0.89% | 80,342 | $20.9M | Reduce -4.3% |
| TMO Thermo Fisher Scientific Inc. | 0.84% | 40,973 | $19.9M | Reduce -1.2% |
| HON Honeywell International Inc. | 0.81% | 90,870 | $19.1M | Reduce -8.8% |
| IVV iShares Core S&P 500 ETF | 0.81% | 28,499 | $19.1M | Add +4.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.80% | 164,903 | $18.9M | Reduce -12.2% |
| WFC Wells Fargo & Co. | 0.78% | 220,712 | $18.5M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.78% | 276,016 | $18.3M | Reduce -1.5% |
| WM Waste Management Inc. | 0.77% | 82,770 | $18.3M | Reduce -3.1% |
| RTX RTX Corp. | 0.77% | 107,943 | $18.1M | Reduce -1.2% |
| VEA Vanguard Ftse Developed ETF | 0.74% | 290,668 | $17.4M | Add +11.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.74% | 243,531 | $17.4M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.68% | 20,923 | $16.0M | Reduce -8.2% |
| BX Blackstone Inc. | 0.67% | 92,758 | $15.8M | Add +9.3% |
| MUB iShares National Muni Bond E | 0.65% | 143,276 | $15.3M | Reduce -1.3% |
| COF Capital One Financial Corp. | 0.64% | 70,702 | $15.0M | New |
| XOM Exxon Mobil Corp. | 0.59% | 122,521 | $13.8M | Reduce -0.8% |
| XLF SS Financial Select Sector | 0.55% | 241,514 | $13.0M | Reduce -6.4% |
| ICE Intercontinental Exchange Inc. | 0.54% | 75,856 | $12.8M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.52% | 10,282 | $12.3M | Add +0.5% |
| C Citigroup Inc. | 0.52% | 120,892 | $12.3M | Reduce -4.5% |
| UNP Union Pacific Corp. | 0.50% | 49,499 | $11.7M | Reduce -1.5% |
| WTW Willis Towers Watson PLC | 0.49% | 33,397 | $11.5M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 0.48% | 120,418 | $11.2M | Add +0.5% |
| NEE Nextera Energy Inc. | 0.46% | 144,192 | $10.9M | Reduce -0.8% |
| ECL Ecolab Inc. | 0.45% | 38,683 | $10.6M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.43% | 29,137 | $10.1M | Reduce -11.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.41% | 126,765 | $9.7M | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 28,837 | $9.5M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.39% | 25,923 | $9.1M | Reduce -6.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 35,393 | $9.0M | Add +0.3% |
| CRM Salesforce Inc. | 0.38% | 37,581 | $8.9M | Reduce -22.0% |
| JMUB JPMorgan Municipal ETF | 0.37% | 174,335 | $8.8M | Add +22.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 29,052 | $8.5M | Reduce -0.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.36% | 165,290 | $8.4M | Add +0.6% |
| MCD McDonald's Corp. | 0.35% | 27,430 | $8.3M | Reduce -4.7% |
| FLOT iShares Floating Rate Bond E | 0.35% | 161,635 | $8.3M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 0.34% | 13,488 | $8.0M | Reduce -1.8% |
| CHD Church & Dwight Co. Inc. | 0.33% | 88,244 | $7.7M | Reduce -2.4% |
| AGG iShares Core U.S. Aggregate | 0.33% | 76,692 | $7.7M | Reduce -4.7% |
| CVX Chevron Corp. | 0.31% | 46,505 | $7.2M | Add +25.5% |
| DHR Danaher Corp. | 0.30% | 35,593 | $7.1M | Reduce -4.0% |
| CBOE Cboe Global Markets Inc. | 0.29% | 27,767 | $6.8M | Add +5.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.28% | 6,978 | $6.6M | Reduce -2.4% |
| TSCO Tractor Supply Company | 0.28% | 114,655 | $6.5M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.27% | 41,979 | $6.5M | Reduce -0.2% |
| APD Air Products & Chemicals Inc. | 0.27% | 23,525 | $6.4M | Reduce -2.8% |
| FISV Fiserv Inc. | 0.27% | 49,480 | $6.4M | Reduce -7.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.27% | 127,387 | $6.4M | Reduce -1.1% |
| SUB iShares Short-Term National | 0.27% | 59,577 | $6.4M | Reduce -8.4% |
| TMUS T-Mobile US Inc. | 0.27% | 26,276 | $6.3M | Reduce -0.6% |
| BDX Becton Dickinson and Co. | 0.27% | 33,522 | $6.3M | Reduce -6.0% |
| NOW ServiceNow Inc. | 0.25% | 6,421 | $5.9M | Add +1.3% |
| ZTS Zoetis Inc. | 0.25% | 39,864 | $5.8M | Reduce -61.4% |
| SPGI S&P Global Inc. | 0.24% | 11,799 | $5.7M | Add +0.4% |
| TFC Truist Financial Corp. | 0.24% | 123,652 | $5.7M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 38,558 | $5.6M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 19,252 | $5.4M | Add +0.7% |
| SBUX Starbucks Corp. | 0.22% | 61,085 | $5.2M | Reduce -5.6% |
| CDNS Cadence Design SYS Inc. | 0.22% | 14,467 | $5.1M | Add +2.6% |
| ADP Automatic Data Processing | 0.21% | 17,013 | $5.0M | Reduce -6.8% |
| AMGN Amgen Inc. | 0.21% | 17,597 | $5.0M | Reduce -11.9% |
| LIN Linde PLC | 0.21% | 10,355 | $4.9M | Reduce -0.4% |
| BLK BlackRock Inc. | 0.21% | 4,211 | $4.9M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 0.21% | 13,063 | $4.9M | Add +29.9% |
| LOW Lowe's Cos Inc. | 0.20% | 18,951 | $4.8M | No change |
| MRK Merck & Co. Inc. | 0.20% | 55,272 | $4.6M | Reduce -5.3% |
| PGR Progressive Corp. | 0.19% | 18,574 | $4.6M | Reduce -1.1% |
| BND Vanguard Total Bond Market | 0.19% | 61,592 | $4.6M | Add +3.6% |
| FBND Fidelity Total Bond ETF | 0.19% | 97,610 | $4.5M | Add +9.2% |
| ABBV Abbvie Inc. | 0.19% | 19,250 | $4.5M | Reduce -8.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 23,602 | $4.4M | Reduce -2.4% |
| SHW The Sherwin-Williams Co. | 0.18% | 12,584 | $4.4M | No change |
| EMR Emerson Electric Co. | 0.18% | 32,373 | $4.2M | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 48,173 | $4.2M | Add +0.3% |
| AMP Ameriprise Financial Inc. | 0.18% | 8,517 | $4.2M | Reduce -0.7% |
| JPST JPMorgan Ultra-Short Income | 0.18% | 81,736 | $4.1M | Add +0.7% |
| OKE Oneok Inc. | 0.17% | 55,762 | $4.1M | Reduce -1.8% |
| WY Weyerhaeuser Co. | 0.17% | 160,444 | $4.0M | Reduce -1.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.17% | 74,779 | $4.0M | Reduce -0.1% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 30,830 | $4.0M | Reduce -1.2% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 12,556 | $3.8M | Reduce -1.3% |
| PFE Pfizer Inc. | 0.16% | 147,601 | $3.8M | Reduce -0.3% |
| SLV iShares Silver Trust | 0.16% | 87,400 | $3.7M | Add +0.6% |
| TDG Transdigm Group Inc. | 0.16% | 2,805 | $3.7M | Add +1.1% |
| FTV Fortive Corp. | 0.16% | 75,233 | $3.7M | Reduce -3.8% |
| IBB iShares Biotechnology ETF | 0.16% | 25,417 | $3.7M | Reduce -0.4% |
| URI United Rentals Inc. | 0.15% | 3,827 | $3.7M | Reduce -0.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.15% | 66,736 | $3.6M | Add +4.2% |
| ALC Alcon Inc. filed as ALCON AG | 0.15% | 46,969 | $3.5M | Reduce -3.7% |
| XLRE SS Real Estate Select Sector | 0.14% | 77,005 | $3.2M | Reduce -0.4% |
| WELL Welltower Inc. | 0.14% | 18,048 | $3.2M | Add +10.9% |
| VUSB Vanguard Ultra Short Bond Et | 0.13% | 62,632 | $3.1M | Add +5.1% |
| VTIP Vanguard Short-Term Tips | 0.13% | 60,899 | $3.1M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.13% | 6,523 | $3.1M | Add +0.2% |
| FSLR First Solar Inc. | 0.13% | 13,452 | $3.0M | Add +2.2% |
| JPIE JPMorgan Income ETF | 0.12% | 63,072 | $2.9M | Add +8.6% |
| NTRS Northern Trust Corp. | 0.12% | 21,456 | $2.9M | No change |
| QCOM Qualcomm Inc. | 0.11% | 16,188 | $2.7M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.11% | 31,355 | $2.6M | Reduce -1.7% |
| TXN Texas Instruments Inc. | 0.11% | 14,121 | $2.6M | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 24,946 | $2.6M | Add +6.7% |
| HSY The Hershey Co. | 0.11% | 13,498 | $2.5M | Reduce -1.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.11% | 103,743 | $2.5M | Reduce -1.2% |
| BKNG Booking Holdings Inc. | 0.11% | 464 | $2.5M | Reduce -0.2% |
| VGK Vanguard Ftse Europe ETF | 0.11% | 31,241 | $2.5M | Add +38.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 20,728 | $2.5M | Add +6.9% |
| CTVA Corteva Inc. | 0.10% | 36,365 | $2.5M | Add +2.3% |
| CI The Cigna Group | 0.10% | 8,412 | $2.4M | Add +0.1% |
| HQY Healthequity Inc. | 0.10% | 25,260 | $2.4M | Add +67.9% |
| SYY Sysco Corp. | 0.10% | 28,470 | $2.3M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 42,567 | $2.3M | Add +18.1% |
| CP Canadian Pacific Kansas City | 0.10% | 30,856 | $2.3M | No change |
| SCHW Schwab (charles) Corp. | 0.10% | 23,609 | $2.3M | Reduce -0.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.09% | 95,000 | $2.2M | Add +8.1% |
| VOO Vanguard S&P 500 ETF | 0.09% | 3,624 | $2.2M | Add +4.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.09% | 45,922 | $2.2M | Reduce -2.0% |
| AFL Aflac Inc. | 0.09% | 19,792 | $2.2M | Reduce -0.1% |
| XYL Xylem Inc. | 0.09% | 14,806 | $2.2M | Add +1.1% |
| EQT Eqt Corp. | 0.09% | 40,050 | $2.2M | New |
| SCHG Schwab US Large-Cap Growth | 0.09% | 68,203 | $2.2M | No change |
| IEMG iShares Core MSCI Emerging | 0.09% | 32,036 | $2.1M | Add +13.2% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 21,573 | $2.1M | Reduce -1.8% |
| EW Edwards Lifesciences Corp. | 0.09% | 26,705 | $2.1M | Reduce -0.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.09% | 81,300 | $2.1M | Add +2.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.09% | 83,974 | $2.0M | Reduce -0.8% |
| ICSH iShares Ultra Short Duration | 0.09% | 40,059 | $2.0M | Add +14.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 3,973 | $2.0M | Reduce -2.2% |
| GEV GE Vernova Inc. | 0.08% | 3,199 | $2.0M | Add +0.2% |
| IYW iShares Ustechnology ETF | 0.08% | 9,560 | $1.9M | Reduce -0.4% |
| CTSH Cognizant Tech Solutions-A | 0.08% | 27,523 | $1.8M | Add +1.3% |
| EWJ iShares MSCI Japan ETF | 0.08% | 22,650 | $1.8M | Add +8.9% |
| ARES Ares Management Corp. Class A | 0.08% | 11,271 | $1.8M | Reduce -0.9% |
| SCHB Schwab US Broad Market ETF | 0.08% | 69,606 | $1.8M | Reduce -1.4% |
| MET Metlife Inc. | 0.08% | 21,648 | $1.8M | Add +7.0% |
| CSL Carlisle Cos Inc. | 0.08% | 5,416 | $1.8M | Add +2.5% |
| T AT&T Inc. | 0.08% | 62,908 | $1.8M | Add +61.1% |
| IWV iShares Russell 3000 ETF | 0.07% | 4,338 | $1.6M | Reduce -1.1% |
| INTU Intuit Inc. | 0.07% | 2,370 | $1.6M | Add +0.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.07% | 75,700 | $1.6M | Add +16.5% |
| AMAT Applied Materials Inc. | 0.07% | 7,668 | $1.6M | Add +0.3% |
| VOYA Voya Financial Inc. | 0.07% | 20,785 | $1.6M | No change |
| CSCO Cisco Systems Inc. | 0.06% | 22,023 | $1.5M | Add +3.6% |
| FELE Franklin Electric Co. Inc. | 0.06% | 15,755 | $1.5M | No change |
| NEM Newmont Corp. | 0.06% | 17,736 | $1.5M | Reduce -2.9% |
| HUBB Hubbell Inc. | 0.06% | 3,401 | $1.5M | Reduce -2.0% |
| AON Aon PLC Class A | 0.06% | 4,072 | $1.5M | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.06% | 64,300 | $1.4M | Add +2.4% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.06% | 17,609 | $1.4M | No change |
| VZ Verizon Communications Inc. | 0.06% | 31,974 | $1.4M | Reduce -9.3% |
| TSLA Tesla Inc. | 0.06% | 3,118 | $1.4M | Add +0.8% |
| VRT Vertiv Holdings Co. Class A | 0.06% | 9,169 | $1.4M | Reduce -1.0% |
| KLAC KLA Corp. | 0.06% | 1,258 | $1.4M | Add +1.1% |
| FERG Ferguson Enterprises Inc. | 0.06% | 6,025 | $1.4M | Add +18.6% |
| CPRT Copart Inc. | 0.05% | 28,774 | $1.3M | Reduce -6.2% |
| DUK Duke Energy Corp. | 0.05% | 10,255 | $1.3M | Add +0.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.05% | 40,700 | $1.3M | Reduce -2.6% |
| ELV Elevance Health Inc. | 0.05% | 3,804 | $1.2M | No change |
| MRSH Marsh & McLennan Cos | 0.05% | 6,041 | $1.2M | Reduce -1.3% |
| CWI State Street SPDR MSCI Acwi | 0.05% | 34,694 | $1.2M | Add +81.3% |
| A Agilent Technologies Inc. | 0.05% | 9,304 | $1.2M | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.05% | 45,900 | $1.2M | Add +59.4% |
| LMT Lockheed Martin Corp. | 0.05% | 2,349 | $1.2M | Reduce -0.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 11,476 | $1.2M | Reduce -0.1% |
| OMC Omnicom Group | 0.05% | 14,160 | $1.2M | Reduce -36.2% |
| VRSK Verisk Analytics Inc. | 0.05% | 4,471 | $1.1M | Add +2.6% |
| IWD iShares Russell 1000 Value E | 0.05% | 5,432 | $1.1M | Add +1.2% |
| CZR Caesars Entertainment Inc. | 0.05% | 40,391 | $1.1M | Add +0.1% |
| GLW Corning Inc. | 0.05% | 13,114 | $1.1M | No change |
| MDT Medtronic PLC | 0.05% | 11,237 | $1.1M | New |
| PM Philip Morris International | 0.05% | 6,596 | $1.1M | Add +1.4% |
| KHC The Kraft Heinz Co. | 0.05% | 41,081 | $1.1M | Reduce -11.7% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 17,106 | $1.1M | Add +0.2% |
| GIS General Mills Inc. | 0.05% | 21,129 | $1.1M | No change |
| ROP Roper Technologies Inc. | 0.04% | 2,050 | $1.0M | Reduce -63.3% |
| D Dominion Energy Inc. | 0.04% | 16,542 | $1.0M | Reduce -0.2% |
| TLT iShares 20+ Year Treasury BD | 0.04% | 11,287 | $1.0M | New |
| SO The Southern Co. | 0.04% | 10,563 | $1.0M | Add +0.1% |
| FNF Fidelity National Financial | 0.04% | 16,361 | $990K | Reduce -1.2% |
| INDA iShares MSCI India ETF | 0.04% | 18,980 | $988K | Reduce -43.9% |
| HCA HCA Healthcare Inc. | 0.04% | 2,309 | $984K | Add +0.2% |
| FIS Fidelity National Info Serv | 0.04% | 14,903 | $983K | No change |
| ITOT iShares Core S&P Total U.S. | 0.04% | 6,723 | $979K | Add +3.5% |
| ET Energy Transfer LP | 0.04% | 55,586 | $954K | Reduce -11.2% |
| KEY Keycorp | 0.04% | 50,392 | $942K | Reduce -0.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 27,388 | $941K | Add +0.5% |
| INTC Intel Corp. | 0.04% | 28,054 | $941K | Add +0.1% |
| KEYS Keysight Technologies Inc. | 0.04% | 5,313 | $929K | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.04% | 35,950 | $920K | Add +1.1% |
| LAMR Lamar Advertising Co. Class A | 0.04% | 7,420 | $908K | Reduce -2.6% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 7,520 | $908K | No change |
| BE Bloom Energy Corp. Class A | 0.04% | 10,724 | $907K | Reduce -31.5% |
| SNA Snap-on Inc. | 0.04% | 2,590 | $898K | No change |
| PAGP Plains GP Holdings LP | 0.04% | 49,150 | $896K | Reduce -1.4% |
| IXC iShares Global Energy ETF | 0.04% | 21,470 | $896K | Add +5.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 1,491 | $895K | Add +1.4% |
| SHEL Shell PLC-ADR | 0.04% | 12,308 | $880K | Reduce -13.1% |
| CDW CDW Corp. | 0.04% | 5,527 | $880K | Reduce -24.1% |
| TGT Target Corp. | 0.04% | 9,756 | $875K | No change |
| GM General Motors Co. | 0.04% | 14,231 | $868K | Add +0.2% |
| CMS CMS Energy Corp. | 0.04% | 11,656 | $854K | No change |
| DAL Delta Air Lines Inc. | 0.04% | 14,821 | $841K | Add +0.2% |
| NOC Northrop Grumman Corp. | 0.04% | 1,375 | $838K | Add +1.3% |
| IP International Paper Co. | 0.03% | 17,666 | $820K | Add +17.6% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 2,657 | $811K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.03% | 32,100 | $809K | Reduce -15.9% |
| GS Goldman Sachs Group Inc. | 0.03% | 1,008 | $803K | Add +2.1% |
| ILCV iShares Morningstar Value Et | 0.03% | 8,742 | $787K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.03% | 2,579 | $766K | No change |
| TIP iShares Tips Bond ETF | 0.03% | 6,859 | $763K | No change |
| EFX Equifax Inc. | 0.03% | 2,936 | $753K | Add +7.9% |
| CEG Constellation Energy | 0.03% | 2,217 | $729K | Add +9.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 3,487 | $728K | Reduce -2.8% |
| PAYX Paychex Inc. | 0.03% | 5,664 | $718K | Add +0.3% |
| NRG NRG Energy Inc. | 0.03% | 4,360 | $706K | No change |
| VXUS Vanguard Total Intl Stock | 0.03% | 9,355 | $687K | Add +23.8% |
| CL Colgate-Palmolive Co. | 0.03% | 8,433 | $674K | No change |
| WMB Williams Cos Inc. | 0.03% | 10,420 | $660K | Add +1.9% |
| ALL Allstate Corp. | 0.03% | 2,998 | $644K | Reduce -0.4% |
| MCK McKesson Corp. | 0.03% | 807 | $623K | Add +0.3% |
| EG Everest Group Ltd. | 0.03% | 1,772 | $621K | No change |
| MAA Mid-America Apartment Comm | 0.03% | 4,410 | $616K | Reduce -9.3% |
| APO Apollo Global Management Inc. | 0.03% | 4,545 | $606K | No change |
| EPD Enterprise Products Partners | 0.03% | 19,044 | $596K | No change |
| RAL Ralliant Corp. | 0.02% | 13,224 | $578K | Reduce -49.1% |
| DRI Darden Restaurants Inc. | 0.02% | 2,951 | $562K | New |
| CMI Cummins Inc. | 0.02% | 1,320 | $558K | No change |
| VT Vanguard Tot World STK ETF | 0.02% | 3,880 | $535K | Add +0.2% |
| GILD Gilead Sciences Inc. | 0.02% | 4,805 | $533K | Add +46.8% |
| IWM iShares Russell 2000 ETF | 0.02% | 2,199 | $532K | No change |
| WEC WEC Energy Group Inc. | 0.02% | 4,561 | $523K | No change |
| SCHA Schwab US Small-Cap ETF | 0.02% | 18,718 | $522K | Add +9.4% |
| EEM iShares MSCI Emerging Market | 0.02% | 9,726 | $519K | No change |
| J Jacobs Solutions Inc. | 0.02% | 3,445 | $516K | No change |
| CAT Caterpillar Inc. | 0.02% | 1,077 | $514K | Reduce -0.9% |
| ULTA Ulta Beauty Inc. | 0.02% | 929 | $508K | Add +11.4% |
| WMT Walmart Inc. | 0.02% | 4,916 | $507K | Reduce -4.7% |
| BKR Baker Hughes Co. | 0.02% | 10,317 | $503K | No change |
| CRBG Corebridge Financial Inc. | 0.02% | 15,675 | $502K | Reduce -0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.02% | 5,350 | $497K | Reduce -1.8% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.02% | 9,661 | $489K | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.02% | 3,540 | $474K | Add +16.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 10,296 | $469K | Add +3.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 1,000 | $464K | No change |
| TRGP Targa Resources Corp. | 0.02% | 2,756 | $462K | Add +0.1% |
| CME Cme Group Inc. | 0.02% | 1,688 | $456K | Add +2.7% |
| BWA Borgwarner Inc. | 0.02% | 10,324 | $454K | Add +13.3% |
| WPM Wheaton Precious Metals Corp. | 0.02% | 4,000 | $447K | No change |
| VXF Vanguard Extended Market ETF | 0.02% | 2,125 | $445K | Reduce -6.0% |
| BG Bunge Global SA | 0.02% | 5,423 | $441K | Add +8.1% |
| DE Deere & Co. | 0.02% | 950 | $434K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 19,000 | $428K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.02% | 18,600 | $427K | No change |
| CMF iShares California Muni Bond | 0.02% | 7,375 | $421K | Add +4.6% |
| FDX FedEx Corp. | 0.02% | 1,741 | $411K | Reduce -4.7% |
| BRBR Bellring Brands Inc. | 0.02% | 11,093 | $403K | New |
| ICLN iShares Global Clean Energy | 0.02% | 25,177 | $390K | No change |
| UHS Universal Health Services-B | 0.02% | 1,905 | $389K | Add +5.8% |
| XYZ Block Inc. | 0.02% | 5,240 | $379K | Add +1.0% |
| FLEX Flex Ltd. | 0.02% | 6,529 | $378K | Add +1.3% |
| PSA Public Storage | 0.02% | 1,280 | $370K | No change |
| COP Conocophillips | 0.02% | 3,850 | $364K | Reduce -84.2% |
| GD General Dynamics Corp. | 0.02% | 1,052 | $359K | Reduce -7.7% |
| HYD Vaneck High Yield Muni ETF | 0.02% | 7,025 | $358K | Reduce -23.2% |
| SCHV Schwab US Large-Cap Value | 0.01% | 12,130 | $353K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 15,069 | $351K | Add +13.9% |
| XLK SS Technology Select Sector | 0.01% | 1,243 | $350K | Reduce -4.6% |
| CNI Canadian Natl Railway Co. | 0.01% | 3,540 | $334K | No change |
| MHK Mohawk Industries Inc. | 0.01% | 2,578 | $332K | Add +16.8% |
| LEMB iShares JP Morgan Em Local C | 0.01% | 7,930 | $327K | Add +36.0% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.01% | 8,214 | $325K | No change |
| NFTY First Trust India Nifty 50 E | 0.01% | 5,700 | $324K | No change |
| AEP American Electric Power | 0.01% | 2,880 | $324K | Add +10.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 9,894 | $323K | Add +6.2% |
| HBAN Huntington Bancshares Inc. | 0.01% | 18,665 | $322K | No change |
| IEF iShares 7-10 Year Treasury B | 0.01% | 3,275 | $316K | Reduce -11.5% |
| SR Spire Inc. | 0.01% | 3,785 | $309K | No change |
| ACWI iShares MSCI Acwi ETF | 0.01% | 2,220 | $307K | No change |
| OTTR Otter Tail Corp. | 0.01% | 3,680 | $302K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 2,678 | $299K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 899 | $291K | Add +0.5% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.01% | 5,700 | $290K | No change |
| OEF iShares S&P 100 ETF | 0.01% | 870 | $290K | No change |
| FCX Freeport-McMoran Inc. | 0.01% | 7,365 | $289K | New |
| JBL Jabil Inc. | 0.01% | 1,326 | $288K | Reduce -3.3% |
| EXE Expand Energy Corp. | 0.01% | 2,659 | $282K | New |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 3,164 | $278K | No change |
| UGI Ugi Corp. | 0.01% | 8,280 | $275K | No change |
| XEL Xcel Energy Inc. | 0.01% | 3,370 | $272K | Reduce -1.8% |
| PFG Principal Financial Group | 0.01% | 3,266 | $271K | Add +0.1% |
| VHT Vanguard Health Care ETF | 0.01% | 1,037 | $269K | No change |
| VLTO Veralto Corp. | 0.01% | 2,489 | $265K | Reduce -6.4% |
| GOVT iShares US Treasury Bond ETF | 0.01% | 11,441 | $265K | No change |
| SNOW Snowflake Inc. | 0.01% | 1,160 | $262K | New |
| HASI Ha Sustainable Infrastructur | 0.01% | 8,292 | $255K | New |
| OLED Universal Display Corp. | 0.01% | 1,750 | $251K | No change |
| REGN Regeneron Pharmaceuticals | 0.01% | 435 | $245K | No change |
| YUM Yum! Brands Inc. | 0.01% | 1,606 | $244K | Add +0.8% |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 1,729 | $241K | New |
| STX Seagate Technology Holdings | 0.01% | 1,018 | $240K | New |
| KMB Kimberly-Clark Corp. | 0.01% | 1,923 | $239K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 8,150 | $239K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 4,551 | $235K | Add +2.1% |
| MCHP Microchip Technology Inc. | 0.01% | 3,598 | $231K | No change |
| DHI D.R. Horton Inc. | 0.01% | 1,362 | $231K | New |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 1,616 | $230K | New |
| APP AppLovin Corp. Class A | 0.01% | 319 | $229K | New |
| VLO Valero Energy Corp. | 0.01% | 1,333 | $227K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 563 | $220K | Reduce -5.5% |
| FAST Fastenal Co. | 0.01% | 4,448 | $218K | New |
| BMY Bristol-Myers Squibb Co. | 0.01% | 4,754 | $214K | Add +0.7% |
| NSC Norfolk Southern Corp. | 0.01% | 706 | $212K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 1,932 | $211K | New |
| MTCH Match Group Inc. | 0.01% | 5,941 | $210K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.01% | 2,368 | $209K | Reduce -8.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.01% | 6,814 | $206K | Reduce -2.0% |
| MBB iShares MBS ETF | 0.01% | 2,161 | $206K | No change |
| FLNC Fluence Energy Inc. | 0.00% | 10,186 | $110K | New |
| JBLU Jetblue Airways Corp. | 0.00% | 21,052 | $104K | No change |