| GOOG Alphabet Inc. Class C | 5.11% | 426,203 | $122.3M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.68% | 238,086 | $88.1M | Reduce -1.4% |
| NVDA Nvidia Corp. | 3.45% | 473,172 | $82.5M | Reduce -1.5% |
| AAPL Apple Inc. | 3.02% | 284,387 | $72.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 2.96% | 339,672 | $70.7M | Add +7.7% |
| AVGO Broadcom Inc. | 2.83% | 218,422 | $67.6M | Reduce -15.1% |
| COST Costco Wholesale Corp. | 2.80% | 67,245 | $67.0M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 2.15% | 175,119 | $51.5M | Reduce -0.6% |
| JNJ Johnson & Johnson | 2.15% | 210,712 | $51.5M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 1.92% | 370,115 | $46.0M | Add +1.3% |
| SYK Stryker Corp. | 1.91% | 139,194 | $45.7M | Reduce -1.3% |
| IXUS iShares Core Intl Stock ETF | 1.89% | 521,388 | $45.2M | Add +3.5% |
| GLD SPDR Gold Shares | 1.72% | 95,827 | $41.2M | Reduce -17.4% |
| IJH iShares Core S&P Midcap ETF | 1.70% | 603,874 | $40.8M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.70% | 62,460 | $40.6M | Reduce -0.3% |
| V Visa Inc. Class A | 1.55% | 122,555 | $37.0M | Reduce -7.8% |
| CB Chubb Ltd. | 1.40% | 102,571 | $33.4M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 1.29% | 192,539 | $30.9M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 1.25% | 103,603 | $29.8M | Reduce -5.3% |
| APH Amphenol Corp. Class A | 1.09% | 206,274 | $26.1M | Reduce 0.0% |
| PEP Pepsico Inc. | 1.08% | 166,969 | $25.9M | Reduce -4.9% |
| MA Mastercard Inc. Class A | 1.05% | 50,426 | $25.2M | Reduce -3.8% |
| AXP American Express Co. | 1.05% | 83,211 | $25.2M | Reduce -1.4% |
| ABT Abbott Laboratories | 1.04% | 242,629 | $24.9M | Add +0.3% |
| RTX RTX Corp. | 0.98% | 121,195 | $23.4M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.95% | 134,642 | $22.8M | Reduce -0.7% |
| HON Honeywell International Inc. | 0.94% | 99,097 | $22.4M | Reduce -0.6% |
| AZO AutoZone Inc. | 0.92% | 6,491 | $21.9M | Add +0.2% |
| EQT Eqt Corp. | 0.92% | 344,274 | $21.9M | Add +676.1% |
| ORCL Oracle Corp. | 0.91% | 148,772 | $21.9M | Reduce -17.6% |
| VEA Vanguard Ftse Developed ETF | 0.91% | 339,275 | $21.7M | Add +2.5% |
| META Meta Platforms Inc. Class A | 0.89% | 37,386 | $21.4M | Reduce -4.6% |
| HD Home Depot Inc. | 0.89% | 64,917 | $21.4M | Add +1.9% |
| WM Waste Management Inc. | 0.88% | 91,900 | $21.1M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.87% | 273,612 | $20.8M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.86% | 41,863 | $20.6M | Reduce -1.4% |
| ITW Illinois Tool Works | 0.85% | 77,905 | $20.3M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 0.83% | 30,387 | $19.8M | Add +2.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.82% | 261,536 | $19.6M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.81% | 98,061 | $19.4M | Add +1.2% |
| LLY Eli Lilly & Co. | 0.79% | 20,424 | $18.8M | Reduce -9.0% |
| COF Capital One Financial Corp. | 0.78% | 101,885 | $18.6M | Add +30.5% |
| WFC Wells Fargo & Co. | 0.74% | 221,240 | $17.6M | Reduce -1.0% |
| C Citigroup Inc. | 0.71% | 148,935 | $16.9M | Add +1.1% |
| UBER Uber Technologies Inc. | 0.68% | 226,587 | $16.3M | Reduce -9.1% |
| AZN Astrazeneca PLC | 0.65% | 78,802 | $15.5M | Add +3.2% |
| MUB iShares National Muni Bond E | 0.62% | 139,393 | $14.8M | Reduce -1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 148,683 | $14.3M | Reduce -0.7% |
| JMUB JPMorgan Municipal ETF | 0.59% | 280,702 | $14.0M | Add +10.9% |
| EFA iShares MSCI Eafe ETF | 0.55% | 135,426 | $13.2M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.54% | 138,533 | $12.9M | Reduce -4.1% |
| XLF SS Financial Select Sector | 0.52% | 253,435 | $12.5M | Reduce -0.4% |
| ICE Intercontinental Exchange Inc. | 0.51% | 77,283 | $12.2M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.49% | 48,615 | $11.8M | Add +1.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.49% | 229,810 | $11.7M | Add +14.0% |
| ECL Ecolab Inc. | 0.44% | 39,993 | $10.6M | Add +0.1% |
| NFLX Netflix Inc. | 0.42% | 105,433 | $10.1M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 37,423 | $9.8M | Reduce -2.5% |
| CVX Chevron Corp. | 0.41% | 47,251 | $9.8M | Add +2.1% |
| FLOT iShares Floating Rate Bond E | 0.41% | 191,485 | $9.8M | Add +5.1% |
| WTW Willis Towers Watson PLC | 0.39% | 32,406 | $9.4M | Reduce -0.2% |
| CHD Church & Dwight Co. Inc. | 0.39% | 99,270 | $9.3M | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 31,971 | $9.2M | Add +2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 27,975 | $9.0M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.38% | 28,873 | $9.0M | Reduce -0.1% |
| MDY State Street SPDR S&P Midcap | 0.37% | 14,362 | $8.9M | Reduce -1.4% |
| CRM Salesforce Inc. | 0.34% | 43,336 | $8.1M | Add +11.2% |
| CBOE Cboe Global Markets Inc. | 0.34% | 28,563 | $8.0M | Reduce -3.7% |
| AGG iShares Core U.S. Aggregate | 0.33% | 80,375 | $8.0M | Add +0.5% |
| GWW WW Grainger Inc. | 0.32% | 6,951 | $7.6M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 151,937 | $7.6M | Add +0.8% |
| BX Blackstone Inc. | 0.31% | 64,873 | $7.5M | Reduce -28.1% |
| SUB iShares Short-Term National | 0.31% | 69,747 | $7.4M | Add +1.0% |
| DHR Danaher Corp. | 0.30% | 37,545 | $7.1M | Add +2.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.30% | 74,964 | $7.1M | Reduce -11.9% |
| MRK Merck & Co. Inc. | 0.30% | 58,833 | $7.1M | Reduce -2.7% |
| AMGN Amgen Inc. | 0.30% | 20,088 | $7.1M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.28% | 24,947 | $6.8M | Reduce -13.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 41,050 | $6.6M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.27% | 45,045 | $6.5M | Reduce -1.6% |
| APD Air Products & Chemicals Inc. | 0.26% | 21,225 | $6.2M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.25% | 24,967 | $6.1M | Reduce -6.0% |
| GEV GE Vernova Inc. | 0.24% | 6,695 | $5.8M | Add +102.0% |
| SBUX Starbucks Corp. | 0.24% | 64,931 | $5.8M | Reduce -0.2% |
| PFE Pfizer Inc. | 0.24% | 203,828 | $5.7M | Reduce -2.3% |
| OKE Oneok Inc. | 0.23% | 62,069 | $5.6M | Add +6.8% |
| LIN Linde PLC | 0.23% | 11,169 | $5.5M | Reduce -1.0% |
| TMUS T-Mobile US Inc. | 0.23% | 26,204 | $5.5M | Reduce -1.5% |
| FBND Fidelity Total Bond ETF | 0.22% | 116,590 | $5.3M | Add +11.8% |
| TFC Truist Financial Corp. | 0.22% | 115,276 | $5.3M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 26,812 | $5.3M | Reduce -2.6% |
| TSCO Tractor Supply Company | 0.22% | 114,324 | $5.2M | Reduce -0.5% |
| NVS Novartis AG-Sponsored ADR | 0.21% | 32,730 | $5.0M | Add +0.8% |
| ETN Eaton Corp. PLC | 0.20% | 13,494 | $4.8M | Add +0.2% |
| BND Vanguard Total Bond Market | 0.19% | 60,777 | $4.5M | Reduce -2.7% |
| MCK McKesson Corp. | 0.19% | 5,164 | $4.5M | Add +535.2% |
| JPST JPMorgan Ultra-Short Income | 0.18% | 87,200 | $4.4M | Add +4.8% |
| ABBV Abbvie Inc. | 0.18% | 20,111 | $4.4M | Reduce -11.6% |
| FTV Fortive Corp. | 0.18% | 78,975 | $4.4M | Add +1.2% |
| BLK BlackRock Inc. | 0.18% | 4,460 | $4.3M | Reduce -1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.17% | 78,693 | $4.1M | Add +2.8% |
| LOW Lowe's Cos Inc. | 0.17% | 17,492 | $4.1M | Reduce -9.8% |
| IBB iShares Biotechnology ETF | 0.17% | 23,808 | $4.0M | Reduce -9.8% |
| SHW The Sherwin-Williams Co. | 0.17% | 12,524 | $4.0M | Reduce -0.5% |
| PGR Progressive Corp. | 0.17% | 20,126 | $4.0M | Reduce -2.1% |
| ZTS Zoetis Inc. | 0.16% | 33,198 | $3.9M | Reduce -11.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 15,864 | $3.8M | Reduce -1.3% |
| WELL Welltower Inc. | 0.16% | 19,335 | $3.8M | Add +0.9% |
| JPIE JPMorgan Income ETF | 0.16% | 82,549 | $3.8M | Add +3.3% |
| CDNS Cadence Design SYS Inc. | 0.16% | 13,678 | $3.8M | Reduce -7.9% |
| EMR Emerson Electric Co. | 0.16% | 28,748 | $3.8M | Reduce -11.9% |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 69,296 | $3.7M | Add +19.7% |
| WY Weyerhaeuser Co. | 0.16% | 153,095 | $3.7M | Reduce -1.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.16% | 70,256 | $3.7M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 12,971 | $3.7M | Reduce -1.2% |
| SPGI S&P Global Inc. | 0.15% | 8,419 | $3.6M | Reduce -31.7% |
| ADP Automatic Data Processing | 0.15% | 17,557 | $3.6M | Reduce -0.2% |
| VTIP Vanguard Short-Term Tips | 0.15% | 70,819 | $3.5M | Add +1.9% |
| VGK Vanguard Ftse Europe ETF | 0.14% | 41,545 | $3.4M | Add +0.8% |
| NTRS Northern Trust Corp. | 0.14% | 24,040 | $3.4M | No change |
| ICSH iShares Ultra Short Duration | 0.14% | 65,357 | $3.3M | Add +59.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 36,273 | $3.3M | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.14% | 65,930 | $3.3M | Reduce -2.1% |
| SCHB Schwab US Broad Market ETF | 0.14% | 130,705 | $3.3M | Add +0.3% |
| XLRE SS Real Estate Select Sector | 0.13% | 78,046 | $3.2M | Add +1.6% |
| CWI State Street SPDR MSCI Acwi | 0.13% | 86,520 | $3.2M | Add +35.1% |
| ALC Alcon Inc. filed as ALCON AG | 0.13% | 41,279 | $3.1M | Reduce -9.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.13% | 29,407 | $3.0M | Add +10.7% |
| HSY The Hershey Co. | 0.12% | 13,826 | $2.9M | Reduce -0.0% |
| URI United Rentals Inc. | 0.12% | 3,830 | $2.8M | Reduce -0.2% |
| FSLR First Solar Inc. | 0.12% | 14,136 | $2.8M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 0.11% | 6,404 | $2.7M | Reduce -0.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.11% | 22,732 | $2.7M | Add +1.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.11% | 106,627 | $2.6M | Reduce -2.4% |
| TXN Texas Instruments Inc. | 0.11% | 12,991 | $2.5M | Reduce -10.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 30,410 | $2.5M | Reduce -4.8% |
| AMAT Applied Materials Inc. | 0.10% | 7,138 | $2.4M | Reduce -1.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.10% | 96,057 | $2.4M | Add +3.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.10% | 102,900 | $2.4M | Add +1.0% |
| AMP Ameriprise Financial Inc. | 0.10% | 5,344 | $2.4M | No change |
| HQY Healthequity Inc. | 0.10% | 27,800 | $2.3M | Add +5.3% |
| FISV Fiserv Inc. | 0.10% | 41,238 | $2.3M | Reduce -0.3% |
| EWJ iShares MSCI Japan ETF | 0.10% | 27,212 | $2.3M | Reduce -2.7% |
| CI The Cigna Group | 0.10% | 8,604 | $2.3M | Reduce -1.2% |
| AFL Aflac Inc. | 0.10% | 20,867 | $2.3M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.09% | 3,799 | $2.3M | Reduce -5.6% |
| EW Edwards Lifesciences Corp. | 0.09% | 28,151 | $2.3M | No change |
| SCHW Schwab (charles) Corp. | 0.09% | 23,239 | $2.2M | Reduce -0.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.09% | 89,383 | $2.2M | Add +3.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 3 | $2.2M | No change |
| IEMG iShares Core MSCI Emerging | 0.09% | 30,705 | $2.1M | Reduce -1.4% |
| NEM Newmont Corp. | 0.09% | 19,534 | $2.1M | Reduce -3.3% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 21,558 | $2.1M | Reduce -0.8% |
| T AT&T Inc. | 0.09% | 71,787 | $2.1M | Reduce -0.8% |
| VRT Vertiv Holdings Co. Class A | 0.09% | 8,145 | $2.0M | Reduce -13.6% |
| QCOM Qualcomm Inc. | 0.09% | 15,846 | $2.0M | Reduce -7.9% |
| CSCO Cisco Systems Inc. | 0.08% | 25,975 | $2.0M | Add +0.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.08% | 41,922 | $2.0M | Reduce -8.7% |
| KLAC KLA Corp. | 0.08% | 1,351 | $2.0M | Reduce -1.0% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 68,218 | $2.0M | Add +0.0% |
| BKNG Booking Holdings Inc. | 0.08% | 453 | $1.9M | No change |
| CSL Carlisle Cos Inc. | 0.08% | 5,660 | $1.9M | Add +5.0% |
| CP Canadian Pacific Kansas City | 0.08% | 23,781 | $1.9M | Reduce -15.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.08% | 88,500 | $1.9M | Add +11.0% |
| HUBB Hubbell Inc. | 0.08% | 3,726 | $1.8M | Reduce -0.4% |
| XYL Xylem Inc. | 0.08% | 15,156 | $1.8M | Add +0.3% |
| PM Philip Morris International | 0.07% | 10,788 | $1.8M | Reduce -4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 3,644 | $1.7M | Reduce -16.3% |
| MRSH Marsh & McLennan Cos | 0.07% | 10,030 | $1.7M | Reduce -0.2% |
| CTSH Cognizant Tech Solutions-A | 0.07% | 27,891 | $1.7M | Reduce -4.0% |
| MET Metlife Inc. | 0.07% | 24,190 | $1.7M | Reduce -3.7% |
| DELL Dell Technologies -C | 0.07% | 10,238 | $1.7M | New |
| CAT Caterpillar Inc. | 0.07% | 2,363 | $1.7M | Add +1.6% |
| IWV iShares Russell 3000 ETF | 0.07% | 4,508 | $1.7M | No change |
| VZ Verizon Communications Inc. | 0.07% | 32,406 | $1.6M | Reduce -2.1% |
| EMLC Vaneck JPM Em Local Curr BND | 0.07% | 64,700 | $1.6M | Add +13.7% |
| KEYS Keysight Technologies Inc. | 0.07% | 5,699 | $1.6M | Reduce -0.3% |
| SYY Sysco Corp. | 0.07% | 22,508 | $1.6M | Reduce -1.6% |
| IXC iShares Global Energy ETF | 0.07% | 27,772 | $1.6M | Add +8.3% |
| GLW Corning Inc. | 0.07% | 11,564 | $1.6M | Reduce -8.0% |
| FERG Ferguson Enterprises Inc. | 0.07% | 6,732 | $1.6M | Add +0.7% |
| FELE Franklin Electric Co. Inc. | 0.07% | 16,930 | $1.6M | No change |
| IYW iShares Ustechnology ETF | 0.06% | 8,551 | $1.6M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 2,610 | $1.5M | Reduce -4.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.06% | 68,000 | $1.5M | No change |
| DUK Duke Energy Corp. | 0.06% | 11,301 | $1.5M | Reduce -4.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.06% | 28,413 | $1.5M | Reduce -6.7% |
| LMT Lockheed Martin Corp. | 0.06% | 2,376 | $1.4M | Add +1.0% |
| VOYA Voya Financial Inc. | 0.06% | 20,785 | $1.4M | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.06% | 55,000 | $1.4M | Add +5.8% |
| AON Aon PLC Class A | 0.06% | 4,073 | $1.3M | Reduce -0.1% |
| PAGP Plains GP Holdings LP | 0.05% | 54,100 | $1.3M | Add +0.3% |
| EMB iShares JP Morgan Usd Emergi | 0.05% | 13,862 | $1.3M | Add +12.1% |
| INTC Intel Corp. | 0.05% | 29,345 | $1.3M | Add +0.9% |
| CTVA Corteva Inc. | 0.05% | 15,155 | $1.3M | Reduce -12.3% |
| ALB Albemarle Corp. | 0.05% | 7,012 | $1.3M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 12,237 | $1.2M | Reduce -3.9% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 21,184 | $1.2M | Reduce -4.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.05% | 39,600 | $1.2M | Reduce -3.6% |
| OMC Omnicom Group | 0.05% | 16,091 | $1.2M | Add +8.9% |
| HCA HCA Healthcare Inc. | 0.05% | 2,558 | $1.2M | Reduce -0.2% |
| NOC Northrop Grumman Corp. | 0.05% | 1,771 | $1.2M | No change |
| TSLA Tesla Inc. | 0.05% | 3,127 | $1.2M | Reduce -0.2% |
| SHEL Shell PLC-ADR | 0.05% | 12,308 | $1.1M | Reduce -3.9% |
| MDT Medtronic PLC | 0.05% | 13,198 | $1.1M | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 0.05% | 5,316 | $1.1M | No change |
| GM General Motors Co. | 0.05% | 15,158 | $1.1M | No change |
| BE Bloom Energy Corp. Class A | 0.05% | 8,245 | $1.1M | Reduce -21.2% |
| DAL Delta Air Lines Inc. | 0.04% | 16,096 | $1.1M | No change |
| NRG NRG Energy Inc. | 0.04% | 7,253 | $1.1M | Add +22.8% |
| D Dominion Energy Inc. | 0.04% | 17,142 | $1.1M | Reduce -6.6% |
| TLT iShares 20+ Year Treasury BD | 0.04% | 12,196 | $1.1M | Add +3.3% |
| SO The Southern Co. | 0.04% | 10,774 | $1.0M | No change |
| A Agilent Technologies Inc. | 0.04% | 9,114 | $1.0M | Reduce -4.2% |
| MU Micron Technology Inc. | 0.04% | 3,048 | $1.0M | Add +2.5% |
| GILD Gilead Sciences Inc. | 0.04% | 7,335 | $1.0M | Add +5.4% |
| LAMR Lamar Advertising Co. Class A | 0.04% | 7,970 | $1.0M | Reduce -2.1% |
| SNA Snap-on Inc. | 0.04% | 2,750 | $999K | No change |
| TGT Target Corp. | 0.04% | 8,231 | $998K | Reduce -7.3% |
| CMS CMS Energy Corp. | 0.04% | 12,831 | $995K | No change |
| KHC The Kraft Heinz Co. | 0.04% | 42,732 | $961K | Reduce -0.3% |
| KEY Keycorp | 0.04% | 47,692 | $956K | Reduce -7.4% |
| CZR Caesars Entertainment Inc. | 0.04% | 36,155 | $956K | Reduce -10.4% |
| ITOT iShares Core S&P Total U.S. | 0.04% | 6,540 | $931K | Reduce -3.3% |
| VXUS Vanguard Total Intl Stock | 0.04% | 11,995 | $925K | Add +4.7% |
| LHX L3HARRIS Technologies Inc. | 0.04% | 2,673 | $923K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 4,760 | $914K | Add +51.3% |
| SPG Simon Property Group Inc. | 0.04% | 4,590 | $856K | New |
| VT Vanguard Tot World STK ETF | 0.04% | 6,164 | $853K | Add +13.0% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 7,521 | $851K | No change |
| GS Goldman Sachs Group Inc. | 0.04% | 993 | $840K | Reduce -1.7% |
| FNF Fidelity National Financial | 0.03% | 17,850 | $828K | No change |
| ILCV iShares Morningstar Value Et | 0.03% | 8,742 | $814K | No change |
| AIG American International Group | 0.03% | 10,782 | $811K | Add +3.8% |
| BG Bunge Global SA | 0.03% | 6,337 | $806K | Add +15.8% |
| FIS Fidelity National Info Serv | 0.03% | 16,768 | $787K | Add +6.7% |
| GIS General Mills Inc. | 0.03% | 20,979 | $781K | Reduce -4.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 3,587 | $779K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.03% | 3,704 | $774K | No change |
| IWM iShares Russell 2000 ETF | 0.03% | 3,106 | $770K | Add +2.5% |
| BWA Borgwarner Inc. | 0.03% | 13,958 | $757K | Add +11.7% |
| WMB Williams Cos Inc. | 0.03% | 10,382 | $756K | No change |
| TIP iShares Tips Bond ETF | 0.03% | 6,818 | $752K | No change |
| COP Conocophillips | 0.03% | 5,650 | $746K | Reduce -0.9% |
| NEU Newmarket Corp. | 0.03% | 1,120 | $718K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 8,321 | $709K | Reduce -1.9% |
| CMI Cummins Inc. | 0.03% | 1,316 | $708K | No change |
| EXE Expand Energy Corp. | 0.03% | 6,337 | $696K | Add +99.2% |
| VGSH Vanguard Short-Term Treasury | 0.03% | 11,869 | $695K | New |
| EEM iShares MSCI Emerging Market | 0.03% | 12,076 | $686K | Reduce -3.2% |
| INTU Intuit Inc. | 0.03% | 1,579 | $683K | Reduce -33.5% |
| CEG Constellation Energy | 0.03% | 2,432 | $679K | Reduce -7.7% |
| CSX CSX Corp. | 0.03% | 16,399 | $673K | Reduce -5.8% |
| MO Altria Group Inc. | 0.03% | 10,069 | $664K | Reduce -2.8% |
| TRGP Targa Resources Corp. | 0.03% | 2,623 | $658K | No change |
| SCHF Schwab Intl Equity ETF | 0.03% | 26,359 | $652K | Add +5.4% |
| LRCX Lam Research Corp. | 0.03% | 3,053 | $652K | Reduce -6.4% |
| BKR Baker Hughes Co. | 0.03% | 10,612 | $648K | No change |
| WMT Walmart Inc. | 0.03% | 5,130 | $638K | Reduce -0.4% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.03% | 19,932 | $633K | Add +96.0% |
| IP International Paper Co. | 0.03% | 17,637 | $630K | Reduce -0.1% |
| EG Everest Group Ltd. | 0.03% | 1,924 | $629K | No change |
| SOLS Solstice Adv Materials Inc. | 0.03% | 8,078 | $615K | Reduce -14.0% |
| ULTA Ulta Beauty Inc. | 0.03% | 1,170 | $612K | Add +4.4% |
| DRI Darden Restaurants Inc. | 0.03% | 3,101 | $608K | Add +7.8% |
| BDX Becton Dickinson and Co. | 0.03% | 3,829 | $602K | Reduce -88.5% |
| FDX FedEx Corp. | 0.03% | 1,684 | $600K | No change |
| IAU iShares Gold Trust | 0.02% | 6,727 | $593K | Add +5.0% |
| CVNA Carvana Co. | 0.02% | 1,863 | $586K | New |
| APO Apollo Global Management Inc. | 0.02% | 5,239 | $584K | Add +15.3% |
| VXF Vanguard Extended Market ETF | 0.02% | 2,765 | $569K | Add +24.7% |
| SCHA Schwab US Small-Cap ETF | 0.02% | 18,718 | $544K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 4,230 | $540K | New |
| WEC WEC Energy Group Inc. | 0.02% | 4,482 | $519K | Reduce -1.9% |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 23,000 | $516K | Add +21.1% |
| VRSK Verisk Analytics Inc. | 0.02% | 2,710 | $514K | Reduce -54.1% |
| ALL Allstate Corp. | 0.02% | 2,451 | $508K | Reduce -2.4% |
| PAYX Paychex Inc. | 0.02% | 5,435 | $501K | Reduce -3.8% |
| LEMB iShares JP Morgan Em Local C | 0.02% | 12,155 | $496K | Add +16.1% |
| DE Deere & Co. | 0.02% | 860 | $484K | Reduce -51.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 10,296 | $481K | No change |
| J Jacobs Solutions Inc. | 0.02% | 3,745 | $477K | No change |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.02% | 7,170 | $469K | Add +4.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.02% | 1,000 | $463K | No change |
| ET Energy Transfer LP | 0.02% | 23,786 | $459K | Reduce -45.7% |
| FCX Freeport-McMoran Inc. | 0.02% | 7,765 | $456K | No change |
| HBAN Huntington Bancshares Inc. | 0.02% | 28,491 | $446K | Add +0.7% |
| HASI Ha Sustainable Infrastructur | 0.02% | 11,953 | $439K | Add +4.6% |
| IBTG iShares Ibonds Dec 2026 Term | 0.02% | 18,600 | $426K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.02% | 4,450 | $426K | Reduce -10.1% |
| VLO Valero Energy Corp. | 0.02% | 1,708 | $422K | Add +11.2% |
| CMF iShares California Muni Bond | 0.02% | 7,375 | $419K | No change |
| ICLN iShares Global Clean Energy | 0.02% | 22,501 | $412K | Reduce -8.1% |
| COHR Coherent Corp. | 0.02% | 1,717 | $409K | Reduce -2.9% |
| STX Seagate Technology Holdings | 0.02% | 1,030 | $404K | Reduce -1.5% |
| UHS Universal Health Services-B | 0.02% | 2,245 | $402K | Add +4.7% |
| CME Cme Group Inc. | 0.02% | 1,348 | $398K | Reduce -18.1% |
| AEP American Electric Power | 0.02% | 3,016 | $395K | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 869 | $388K | Add +11.1% |
| LITE Lumentum Holdings Inc. | 0.02% | 545 | $383K | Reduce -4.0% |
| SCHV Schwab US Large-Cap Value | 0.02% | 12,130 | $370K | No change |
| CR Crane Co. | 0.02% | 2,155 | $369K | Reduce -0.2% |
| CNI Canadian Natl Railway Co. | 0.02% | 3,540 | $364K | Reduce -29.8% |
| CTRA Coterra Energy Inc. | 0.01% | 10,180 | $358K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 15,047 | $349K | Add +38.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.01% | 8,214 | $349K | No change |
| YUM Yum! Brands Inc. | 0.01% | 2,206 | $343K | No change |
| SR Spire Inc. | 0.01% | 3,785 | $343K | No change |
| VHT Vanguard Health Care ETF | 0.01% | 1,245 | $339K | Add +20.1% |
| REGN Regeneron Pharmaceuticals | 0.01% | 437 | $338K | Reduce -64.7% |
| ARES Ares Management Corp. Class A | 0.01% | 3,062 | $334K | Reduce -74.3% |
| PSA Public Storage | 0.01% | 1,211 | $328K | No change |
| NOW ServiceNow Inc. | 0.01% | 3,135 | $328K | Reduce -29.7% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 5,399 | $327K | No change |
| OTTR Otter Tail Corp. | 0.01% | 3,680 | $323K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 1,148 | $316K | Reduce -4.2% |
| JBL Jabil Inc. | 0.01% | 1,181 | $314K | Reduce -1.2% |
| XLK SS Technology Select Sector | 0.01% | 2,360 | $314K | Reduce -5.1% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.01% | 5,513 | $310K | Add +31.0% |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 3,164 | $309K | No change |
| ACWI iShares MSCI Acwi ETF | 0.01% | 2,220 | $307K | No change |
| RAL Ralliant Corp. | 0.01% | 7,361 | $306K | Reduce -28.5% |
| UGI Ugi Corp. | 0.01% | 8,280 | $302K | No change |
| GD General Dynamics Corp. | 0.01% | 878 | $301K | Reduce -9.6% |
| MHK Mohawk Industries Inc. | 0.01% | 3,033 | $299K | Add +9.3% |
| DVY iShares Select Dividend ETF | 0.01% | 1,953 | $296K | Reduce -40.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.01% | 6,181 | $290K | New |
| PFG Principal Financial Group | 0.01% | 3,206 | $289K | Add +0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 7,450 | $286K | No change |
| ROP Roper Technologies Inc. | 0.01% | 785 | $278K | Reduce -34.7% |
| OEF iShares S&P 100 ETF | 0.01% | 871 | $277K | Reduce -40.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 2,523 | $275K | Reduce -17.9% |
| XEL Xcel Energy Inc. | 0.01% | 3,382 | $269K | No change |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.01% | 5,542 | $254K | New |
| TECK Teck Resources Ltd.-CLS B | 0.01% | 4,911 | $254K | Add +2.6% |
| PSX Phillips 66 | 0.01% | 1,383 | $252K | New |
| NUE Nucor Corp. | 0.01% | 1,483 | $251K | New |
| MBB iShares MBS ETF | 0.01% | 2,620 | $249K | Add +9.0% |
| MCHP Microchip Technology Inc. | 0.01% | 3,848 | $249K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 1,661 | $242K | No change |
| HYD Vaneck High Yield Muni ETF | 0.01% | 4,800 | $241K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 8,777 | $240K | Add +10.8% |
| WAT Waters Corp. | 0.01% | 800 | $238K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 8,150 | $238K | No change |
| FLNC Fluence Energy Inc. | 0.01% | 17,261 | $238K | Add +7.0% |
| IBOC International Bancshares CRP | 0.01% | 3,500 | $236K | No change |
| SNOW Snowflake Inc. | 0.01% | 1,560 | $235K | Add +34.5% |
| MPWR Monolithic Power Systems Inc. | 0.01% | 209 | $229K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 2,450 | $227K | No change |
| KR Kroger Co. | 0.01% | 3,109 | $225K | New |
| PRGS Progress Software Corp. | 0.01% | 8,497 | $218K | Add +69.0% |
| NYF iShares New York Muni Bond E | 0.01% | 4,100 | $218K | New |
| ESLT Elbit Systems Ltd. | 0.01% | 254 | $216K | New |
| EXC Exelon Corp. | 0.01% | 4,343 | $213K | New |
| MTCH Match Group Inc. | 0.01% | 6,919 | $212K | Reduce -5.7% |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 1,616 | $207K | No change |
| DASH DoorDash Inc. Class A | 0.01% | 1,375 | $206K | New |
| BRBR Bellring Brands Inc. | 0.01% | 12,799 | $206K | Add +5.9% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 6,643 | $206K | Reduce -0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 953 | $205K | Reduce -3.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 2,671 | $204K | New |
| FAST Fastenal Co. | 0.01% | 4,400 | $204K | New |
| MAS Masco Corp. | 0.01% | 3,380 | $204K | New |
| TRV The Travelers Cos Inc. | 0.01% | 697 | $203K | Add +0.4% |
| XLE SS Energy Select Sector | 0.01% | 3,313 | $203K | New |
| NSC Norfolk Southern Corp. | 0.01% | 707 | $203K | Reduce -0.3% |
| SMH Vaneck Semiconductor ETF | 0.01% | 529 | $203K | New |
| GFS Globalfoundries Inc. | 0.01% | 4,527 | $201K | New |
| AES AES Corp. | 0.01% | 11,698 | $165K | New |
| JBLU Jetblue Airways Corp. | 0.00% | 21,052 | $93K | No change |