| NVDA Nvidia Corp. | 4.80% | 274,452 | $33.3M | Reduce -0.4% |
| PGR Progressive Corp. | 4.01% | 109,732 | $27.8M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 3.92% | 47,586 | $27.2M | Reduce -0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.78% | 220,416 | $26.2M | Add +0.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.64% | 519,439 | $25.3M | Add +0.1% |
| CMG Chipotle Mexican Grill Inc. | 3.63% | 437,251 | $25.2M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 3.53% | 147,729 | $24.5M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 3.22% | 38,186 | $22.3M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.12% | 47,106 | $21.7M | Reduce -0.1% |
| TSCO Tractor Supply Company | 3.03% | 72,351 | $21.0M | Reduce -0.0% |
| INTU Intuit Inc. | 2.87% | 32,032 | $19.9M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 2.84% | 22,271 | $19.7M | Add +0.0% |
| AAPL Apple Inc. | 2.82% | 83,976 | $19.6M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 2.82% | 39,589 | $19.5M | Reduce 0.0% |
| SNPS Synopsys Inc. | 2.81% | 38,571 | $19.5M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 2.80% | 104,350 | $19.4M | Add +0.1% |
| CPRT Copart Inc. | 2.47% | 326,708 | $17.1M | Add +0.1% |
| TIP iShares Tips Bond ETF | 2.33% | 146,651 | $16.2M | Add +0.1% |
| MNST Monster Beverage Corp. | 2.29% | 304,168 | $15.9M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 2.22% | 31,366 | $15.4M | Reduce -1.2% |
| BKNG Booking Holdings Inc. | 1.86% | 3,072 | $12.9M | Reduce -0.2% |
| EW Edwards Lifesciences Corp. | 1.78% | 187,062 | $12.3M | Add +0.2% |
| TTC Toro Co. | 1.68% | 134,661 | $11.7M | Reduce -6.7% |
| BKLN Invesco Senior Loan ETF | 1.43% | 473,409 | $9.9M | Add +0.2% |
| MBB iShares MBS ETF | 1.37% | 99,588 | $9.5M | Add +0.0% |
| PYPL PayPal Holdings Inc. | 1.11% | 98,513 | $7.7M | Add +0.1% |
| PGF Invesco Financial Preferred | 0.92% | 407,643 | $6.4M | Add +0.3% |
| LEN Lennar Corp. Class A | 0.80% | 29,490 | $5.5M | Reduce -3.1% |
| RAVI NT Ultrashrt Fi ETF | 0.76% | 69,377 | $5.2M | Add +0.5% |
| MSFT Microsoft Corp. | 0.74% | 11,988 | $5.2M | Add +0.1% |
| PDBC Invesco Optimum Yield Divers | 0.68% | 349,116 | $4.7M | Add +0.5% |
| MINT PIMCO Enhanced Short Maturit | 0.61% | 41,743 | $4.2M | Add +0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.59% | 44,633 | $4.1M | Add +0.1% |
| USFR Wisdomtree Floating Rate Tre | 0.59% | 81,192 | $4.1M | Add +0.3% |
| TMV Dir Da 20+YR Tre Be 3X ETF-U | 0.57% | 136,673 | $4.0M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.57% | 6,820 | $3.9M | Reduce -0.1% |
| AOS Smith (a.o.) Corp. | 0.53% | 40,656 | $3.7M | Reduce -0.3% |
| CHD Church & Dwight Co. Inc. | 0.51% | 33,923 | $3.6M | Reduce -0.2% |
| CWB SS SPDR BB Conv Sec ETF | 0.46% | 41,911 | $3.2M | Add +0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.45% | 38,761 | $3.1M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.45% | 26,516 | $3.1M | No change |
| DOCS Doximity Inc. Class A | 0.44% | 70,454 | $3.1M | Add +0.8% |
| DECK Deckers Outdoor Corp. | 0.43% | 18,820 | $3.0M | Reduce -2.4% |
| MPWR Monolithic Power Systems Inc. | 0.43% | 3,236 | $3.0M | Reduce -2.9% |
| ELS Equity Lifestyle Properties | 0.43% | 41,507 | $3.0M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.41% | 33,276 | $2.8M | Reduce -0.6% |
| SHW The Sherwin-Williams Co. | 0.40% | 7,286 | $2.8M | Reduce -0.5% |
| MEDP Medpace Holdings Inc. | 0.38% | 7,939 | $2.7M | Reduce -0.3% |
| HD Home Depot Inc. | 0.38% | 6,490 | $2.6M | Add +0.0% |
| PKG Packaging Corp. of America | 0.37% | 11,922 | $2.6M | Reduce -0.4% |
| XLF SS Financial Select Sector | 0.35% | 53,591 | $2.4M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.33% | 6,419 | $2.3M | Reduce -6.8% |
| CMC Commercial Metals Co. | 0.32% | 41,040 | $2.3M | Reduce -0.1% |
| SPOT Spotify Technology SA | 0.31% | 5,925 | $2.2M | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.31% | 8,676 | $2.1M | No change |
| ANET Arista Networks Inc. | 0.30% | 5,516 | $2.1M | Add +0.3% |
| BMI Badger Meter Inc. | 0.30% | 9,669 | $2.1M | Reduce -2.9% |
| FIX Comfort Systems USA Inc. | 0.30% | 5,362 | $2.1M | Reduce -1.3% |
| GD General Dynamics Corp. | 0.30% | 6,907 | $2.1M | Add +0.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.29% | 2,407 | $2.0M | Add +0.2% |
| TTT Proshares Ult -3X 20+ YR TSY | 0.29% | 33,236 | $2.0M | Add +0.8% |
| HSY The Hershey Co. | 0.28% | 10,247 | $2.0M | No change |
| FAST Fastenal Co. | 0.28% | 27,324 | $2.0M | Add +0.2% |
| ABT Abbott Laboratories | 0.28% | 16,894 | $1.9M | Add +0.3% |
| STEP Stepstone Group Inc. Class A | 0.27% | 32,467 | $1.8M | Add +0.1% |
| NKE Nike Inc. Class B | 0.26% | 20,398 | $1.8M | Add +0.6% |
| CTAS Cintas Corp. | 0.25% | 8,267 | $1.7M | Reduce -0.5% |
| YOU Clear Secure Inc. Class A | 0.24% | 50,347 | $1.7M | Add +1.0% |
| KNSL Kinsale Capital Group Inc. | 0.23% | 3,359 | $1.6M | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.22% | 11,103 | $1.5M | Add +0.6% |
| TPL Texas Pacific Land Corp. | 0.22% | 1,695 | $1.5M | Reduce -10.6% |
| GNRC Generac Holdings Inc. | 0.22% | 9,424 | $1.5M | Reduce -0.9% |
| IOT Samsara Inc. Class A | 0.21% | 30,778 | $1.5M | Reduce -1.1% |
| BRO Brown & Brown Inc. | 0.21% | 14,277 | $1.5M | Reduce -3.4% |
| IUSG iShares Core S&P U.S. Growth | 0.21% | 11,020 | $1.5M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 38,312 | $1.4M | New |
| FN Fabrinet | 0.20% | 5,931 | $1.4M | Reduce -0.8% |
| DUOL Duolingo | 0.20% | 4,940 | $1.4M | Reduce -1.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.20% | 2,951 | $1.4M | Add +0.1% |
| AXON Axon Enterprise Inc. | 0.20% | 3,426 | $1.4M | Reduce -30.8% |
| ODFL Old Dominion Freight Line | 0.20% | 6,874 | $1.4M | Reduce -0.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.19% | 23,254 | $1.3M | No change |
| ROL Rollins Inc. | 0.19% | 26,051 | $1.3M | Reduce -0.8% |
| HIMS Hims & Hers Health Inc. | 0.19% | 71,175 | $1.3M | Reduce -0.6% |
| EME Emcor Group Inc. | 0.19% | 2,989 | $1.3M | New |
| HOOD Robinhood Markets Inc. Class A | 0.19% | 54,935 | $1.3M | New |
| SKX Skechers USA Inc. Class A | 0.18% | 18,955 | $1.3M | Reduce -1.3% |
| CMS CMS Energy Corp. | 0.18% | 17,722 | $1.3M | New |
| GOOG Alphabet Inc. Class C | 0.18% | 7,453 | $1.2M | No change |
| ACGL Arch Capital Group Ltd. | 0.18% | 11,070 | $1.2M | New |
| AME Ametek Inc. | 0.18% | 7,142 | $1.2M | Reduce -0.8% |
| CBOE Cboe Global Markets Inc. | 0.17% | 5,909 | $1.2M | Reduce -1.5% |
| CLS Celestica Inc. | 0.17% | 23,258 | $1.2M | Reduce -0.7% |
| CHE Chemed Corp. | 0.17% | 1,964 | $1.2M | Reduce -0.8% |
| ELF Elf Beauty Inc. | 0.17% | 10,641 | $1.2M | Reduce -41.6% |
| VEEV Veeva Systems Inc. Class A | 0.16% | 5,327 | $1.1M | Reduce -0.7% |
| POOL Pool Corp. | 0.16% | 2,888 | $1.1M | Reduce -0.7% |
| DT Dynatrace Inc. | 0.16% | 20,348 | $1.1M | Reduce -0.7% |
| QLYS Qualys Inc. | 0.15% | 8,242 | $1.1M | Reduce -0.4% |
| TREX Trex Company Inc. | 0.15% | 15,541 | $1.0M | Reduce -0.8% |
| AGCO Agco Corp. | 0.14% | 9,919 | $971K | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,502 | $862K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.12% | 1,940 | $821K | No change |
| CORT Corcept Therapeutics Inc. | 0.10% | 15,443 | $715K | Reduce -2.9% |
| AAON Aaon Inc. | 0.10% | 6,544 | $706K | Reduce -2.4% |
| DXCM Dexcom Inc. | 0.10% | 10,512 | $705K | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 6,968 | $667K | No change |
| CSW CSW Industrials Inc. | 0.09% | 1,795 | $658K | Reduce -5.5% |
| NSIT Insight Enterprises Inc. | 0.09% | 2,937 | $633K | Reduce -1.9% |
| LRN Stride Inc. | 0.08% | 6,837 | $583K | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.08% | 2,880 | $568K | No change |
| CPRX Catalyst Pharmaceuticals Inc. | 0.08% | 27,067 | $538K | Reduce -0.7% |
| HRMY Harmony Biosciences Holdings | 0.08% | 13,304 | $532K | Reduce -1.6% |
| LGIH Lgi Homes Inc. | 0.07% | 4,293 | $509K | Reduce -0.6% |
| IRMD Iradimed Corp. | 0.07% | 10,003 | $503K | Reduce -0.8% |
| AGYS Agilysys Inc. | 0.07% | 4,506 | $491K | New |
| MGRC McGrath Rentcorp | 0.07% | 4,610 | $485K | Reduce -0.6% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.07% | 9,952 | $483K | Reduce -0.6% |
| CRC California Resources Corp. | 0.07% | 8,963 | $470K | Reduce -0.8% |
| AGNT Agnt Inc. filed as EXP WORLD HLDGS INC | 0.07% | 33,030 | $465K | Reduce -0.8% |
| NSSC Napco Security Technologies | 0.07% | 11,267 | $456K | Reduce -0.7% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.06% | 5,343 | $445K | New |
| IUSV iShares Core S&P U.S. Value | 0.06% | 4,611 | $440K | No change |
| CGGR Cap Group Growth Equity | 0.06% | 12,445 | $433K | Add +3.0% |
| ASPN Aspen Aerogels Inc. | 0.06% | 14,965 | $414K | Reduce -0.7% |
| RXST Rxsight Inc. | 0.06% | 7,860 | $389K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.05% | 1,454 | $380K | Reduce -1.4% |
| UFPT Ufp Technologies Inc. | 0.05% | 1,166 | $369K | Reduce -9.4% |
| VOO Vanguard S&P 500 ETF | 0.05% | 692 | $365K | Add +37.6% |
| V Visa Inc. Class A | 0.05% | 1,327 | $365K | No change |
| BCC Boise Cascade Co. | 0.05% | 2,569 | $362K | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 3,073 | $359K | Add +3.3% |
| ORCL Oracle Corp. | 0.05% | 2,104 | $359K | No change |
| SBUX Starbucks Corp. | 0.05% | 3,649 | $356K | No change |
| MHO M/I Homes Inc. | 0.05% | 2,042 | $350K | Reduce -5.5% |
| ACMR Acm Research Inc. Class A | 0.05% | 16,674 | $338K | Reduce -0.7% |
| POWL Powell Industries Inc. | 0.05% | 1,464 | $325K | Reduce -1.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.05% | 2,926 | $315K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.05% | 1,079 | $315K | No change |
| SPXC SPX Technologies Inc. | 0.04% | 1,936 | $309K | Reduce -2.2% |
| TT Trane Technologies PLC | 0.04% | 785 | $305K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,651 | $287K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.04% | 270 | $280K | No change |
| UFPI Ufp Industries Inc. | 0.04% | 2,125 | $279K | No change |
| AVAV Aerovironment Inc. | 0.04% | 1,387 | $278K | No change |
| SKWD Skyward Specialty Insurance | 0.04% | 6,783 | $276K | Reduce -1.4% |
| WDFC WD-40 Co. | 0.04% | 1,043 | $269K | Reduce -1.7% |
| SAIA Saia Inc. | 0.04% | 588 | $257K | Reduce -1.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.04% | 1,963 | $247K | No change |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.04% | 7,109 | $244K | Add +2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,097 | $243K | No change |
| VITL Vital Farms Inc. | 0.03% | 6,879 | $241K | Reduce -1.3% |
| COCO The Vita Coco Co. Inc. | 0.03% | 8,472 | $240K | Reduce -1.4% |
| LIN Linde PLC | 0.03% | 500 | $238K | No change |
| CWAN Clearwater Analytics HDS-A | 0.03% | 9,259 | $234K | Add +5.4% |
| WHD Cactus Inc. Class A | 0.03% | 3,895 | $232K | No change |
| SSTI Soundthinking Inc. | 0.03% | 19,686 | $228K | Reduce -0.7% |
| NVR NVR Inc. | 0.03% | 23 | $226K | No change |
| ETD Ethan Allen Interiors Inc. | 0.03% | 6,978 | $223K | No change |
| THO Thor Industries Inc. | 0.03% | 1,995 | $219K | No change |
| INSW International Seaways Inc. | 0.03% | 4,193 | $216K | Reduce -1.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.03% | 5,570 | $203K | New |
| NNY Nuveen New York Muni Val | 0.02% | 14,049 | $121K | No change |
| RENALYTIX AI PLC-ADR | 0.00% | 11,955 | $3K | No change |