| AAPL Apple Inc. | 7.31% | 101,792 | $29.5M | Add +0.0% |
| NVDA Nvidia Corp. | 4.67% | 94,092 | $18.8M | Add +3.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.80% | 7,698 | $15.3M | Reduce -13.2% |
| AVGO Broadcom Inc. | 3.36% | 35,801 | $13.5M | Reduce -9.5% |
| CSCO Cisco Systems Inc. | 3.28% | 112,661 | $13.2M | Reduce -4.3% |
| ANET Arista Networks Inc. | 2.28% | 54,105 | $9.2M | Add +0.7% |
| GSK GSK PLC-Spon ADR | 2.06% | 158,720 | $8.3M | Reduce -2.0% |
| AWK American Water Works Co. Inc. | 1.65% | 50,633 | $6.7M | Reduce -3.4% |
| PLD Prologis Inc. | 1.63% | 48,601 | $6.6M | Reduce -13.6% |
| HASI Ha Sustainable Infrastructur | 1.62% | 167,397 | $6.5M | Reduce -1.1% |
| FERG Ferguson Enterprises Inc. | 1.57% | 26,654 | $6.3M | Reduce -1.9% |
| UL Unilever PLC-Sponsored ADR | 1.54% | 103,553 | $6.2M | Reduce -6.1% |
| CAC Camden National Corp. | 1.47% | 109,082 | $5.9M | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.45% | 20,791 | $5.8M | Add +9.1% |
| CRM Salesforce Inc. | 1.45% | 37,243 | $5.8M | Add +20.9% |
| DGX Quest Diagnostics Inc. | 1.43% | 27,117 | $5.7M | Add +3.0% |
| PANW Palo Alto Networks Inc. | 1.42% | 16,761 | $5.7M | Add +0.2% |
| NOK Nokia Corp.-Spon ADR | 1.39% | 422,437 | $5.6M | Reduce -5.4% |
| HUBB Hubbell Inc. | 1.34% | 10,358 | $5.4M | Add +2.0% |
| ECL Ecolab Inc. | 1.33% | 19,173 | $5.3M | Add +4.1% |
| MSFT Microsoft Corp. | 1.31% | 14,173 | $5.3M | Add +10.9% |
| SFM Sprouts Farmers Market Inc. | 1.31% | 62,293 | $5.3M | Reduce -9.2% |
| SYK Stryker Corp. | 1.30% | 16,583 | $5.2M | Add +1.4% |
| COST Costco Wholesale Corp. | 1.29% | 5,562 | $5.2M | Add +7.5% |
| ROST Ross Stores Inc. | 1.29% | 24,364 | $5.2M | Reduce -14.9% |
| STT State Street Corp. | 1.27% | 30,276 | $5.1M | Add +4.2% |
| HD Home Depot Inc. | 1.26% | 14,388 | $5.1M | Add +9.4% |
| JNJ Johnson & Johnson | 1.26% | 19,963 | $5.1M | Reduce -0.6% |
| FSLR First Solar Inc. | 1.23% | 20,965 | $4.9M | Reduce -8.0% |
| ADP Automatic Data Processing | 1.22% | 21,872 | $4.9M | Add +11.8% |
| VMI Valmont Industries | 1.20% | 8,361 | $4.8M | Reduce -14.4% |
| BWA Borgwarner Inc. | 1.19% | 72,057 | $4.8M | Reduce -3.9% |
| SCHW Schwab (charles) Corp. | 1.13% | 49,314 | $4.6M | Add +4.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.12% | 32,725 | $4.5M | Reduce -1.6% |
| VEEV Veeva Systems Inc. Class A | 1.06% | 23,988 | $4.3M | Add +9.5% |
| MCO Moody's Corp. | 1.03% | 9,183 | $4.2M | No change |
| NOW ServiceNow Inc. | 1.02% | 41,397 | $4.1M | Add +6.0% |
| KAI Kadant Inc. | 0.99% | 12,636 | $4.0M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.96% | 10,985 | $3.9M | Add +91.2% |
| LLY Eli Lilly & Co. | 0.95% | 3,179 | $3.8M | Add +0.4% |
| WAB Wabtec Corp. | 0.94% | 14,119 | $3.8M | Add +3.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.94% | 74,802 | $3.8M | Reduce -1.6% |
| TAK Takeda Pharmaceutic-SP ADR | 0.91% | 227,988 | $3.7M | Reduce -4.3% |
| CL Colgate-Palmolive Co. | 0.83% | 36,568 | $3.4M | Add +197.7% |
| CHKP Check Point Software Tech | 0.82% | 25,104 | $3.3M | Add +0.9% |
| NFLX Netflix Inc. | 0.79% | 44,837 | $3.2M | Add +7.0% |
| AMAL Amalgamated Financial Corp. | 0.78% | 68,140 | $3.1M | Reduce -7.3% |
| GOOGL Alphabet Inc. Class A | 0.77% | 8,718 | $3.1M | No change |
| COLB Columbia Banking System Inc. | 0.76% | 95,046 | $3.0M | Add +2.8% |
| DOC Healthpeak Properties Inc. | 0.73% | 138,158 | $3.0M | Reduce -28.9% |
| CMG Chipotle Mexican Grill Inc. | 0.72% | 85,323 | $2.9M | Add +10.0% |
| HTO H2O America | 0.70% | 46,155 | $2.8M | Reduce -0.6% |
| SHOP Shopify Inc. Class A | 0.66% | 23,329 | $2.7M | Add +6453.1% |
| AYI Acuity Inc. | 0.62% | 6,648 | $2.5M | Add +574.9% |
| PG The Procter & Gamble Co. | 0.59% | 16,115 | $2.4M | Reduce -2.5% |
| ITW Illinois Tool Works | 0.57% | 8,438 | $2.3M | Reduce -0.2% |
| ULTA Ulta Beauty Inc. | 0.57% | 5,060 | $2.3M | New |
| VOD Vodafone Group PLC-SP ADR | 0.56% | 171,770 | $2.3M | Reduce -24.6% |
| EXPD Expeditors Intl Wash Inc. | 0.53% | 13,168 | $2.1M | Reduce -2.2% |
| AMGN Amgen Inc. | 0.51% | 5,626 | $2.0M | Add +16.8% |
| AMRC Ameresco Inc. Class A | 0.47% | 69,317 | $1.9M | Add +4.3% |
| UPS United Parcel Service Class B | 0.46% | 17,228 | $1.9M | Add +27.6% |
| SOFI Sofi Technologies Inc. | 0.46% | 102,471 | $1.8M | Add +4.1% |
| MRK Merck & Co. Inc. | 0.45% | 14,182 | $1.8M | Add +35.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 2,393 | $1.8M | Reduce -0.4% |
| LULU Lululemon Athletica Inc. | 0.40% | 14,054 | $1.6M | Reduce -1.2% |
| TU Telus Corp. | 0.37% | 140,340 | $1.5M | Reduce -3.9% |
| PEP Pepsico Inc. | 0.36% | 10,784 | $1.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 2,472 | $1.2M | Reduce -2.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.30% | 25,388 | $1.2M | Reduce -13.9% |
| USB US Bancorp | 0.30% | 19,817 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 2,348 | $1.2M | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.28% | 8,000 | $1.1M | New |
| AXP American Express Co. | 0.26% | 3,079 | $1.0M | No change |
| ABBV Abbvie Inc. | 0.24% | 3,891 | $979K | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 2,613 | $977K | Add +4.0% |
| TXN Texas Instruments Inc. | 0.23% | 3,073 | $916K | No change |
| VITL Vital Farms Inc. | 0.21% | 72,507 | $843K | Add +9.6% |
| ORLY O'reilly Automotive Inc. | 0.20% | 8,970 | $826K | Add +0.7% |
| GEV GE Vernova Inc. | 0.20% | 685 | $805K | No change |
| JPM JPMorgan Chase & Co. | 0.19% | 2,347 | $768K | Add +6.3% |
| KEYS Keysight Technologies Inc. | 0.17% | 1,962 | $687K | Reduce -5.7% |
| INTU Intuit Inc. | 0.17% | 2,609 | $681K | No change |
| AFL Aflac Inc. | 0.17% | 5,686 | $667K | Add +0.4% |
| BDX Becton Dickinson and Co. | 0.16% | 4,377 | $662K | Reduce -5.4% |
| TRMB Trimble Inc. | 0.16% | 12,781 | $654K | No change |
| NEE Nextera Energy Inc. | 0.16% | 7,358 | $646K | No change |
| APH Amphenol Corp. Class A | 0.16% | 3,592 | $633K | Reduce -10.0% |
| GLW Corning Inc. | 0.16% | 2,463 | $629K | Reduce -10.9% |
| WTS Watts Water Technologies-A | 0.15% | 1,596 | $625K | No change |
| GRNB Vaneck Green Bond ETF | 0.14% | 24,160 | $583K | Reduce -29.1% |
| A Agilent Technologies Inc. | 0.14% | 4,387 | $583K | No change |
| MA Mastercard Inc. Class A | 0.14% | 1,098 | $564K | Reduce -1.4% |
| AZN Astrazeneca PLC | 0.14% | 2,950 | $559K | No change |
| HLIO Helios Technologies Inc. | 0.13% | 5,807 | $518K | Reduce -7.9% |
| XOM Exxonmobil Holdings Corp. | 0.13% | 3,771 | $516K | No change |
| ABT Abbott Laboratories | 0.13% | 5,585 | $507K | Reduce -4.7% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.12% | 4,381 | $493K | No change |
| MMM 3M Co. | 0.12% | 2,995 | $485K | No change |
| CWT California Water Service Grp | 0.12% | 9,835 | $478K | Reduce -3.0% |
| GIS General Mills Inc. | 0.12% | 13,666 | $476K | Reduce -10.9% |
| TSCO Tractor Supply Company | 0.12% | 14,945 | $472K | Add +73.4% |
| WMT Walmart Inc. | 0.12% | 4,102 | $465K | Add +0.0% |
| AMZN Amazon.com Inc. | 0.11% | 1,933 | $461K | Reduce -5.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 610 | $449K | No change |
| HIFS Hingham Institution for SVGS | 0.11% | 1,445 | $444K | Reduce -11.6% |
| WTRG Essential Utilities Inc. | 0.11% | 11,379 | $436K | Reduce -10.6% |
| KO The Coca-Cola Co. | 0.11% | 5,322 | $432K | Reduce -3.6% |
| PAYX Paychex Inc. | 0.10% | 4,211 | $414K | Add +1.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.10% | 1,800 | $413K | Add +299.1% |
| ESGU iShares ESG Aware MSCI USA | 0.10% | 2,474 | $405K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 3,997 | $385K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.09% | 4,609 | $381K | Reduce -8.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.09% | 3,000 | $379K | No change |
| SYY Sysco Corp. | 0.09% | 4,415 | $369K | Reduce -2.8% |
| XLK SS Technology Select Sector | 0.09% | 1,904 | $363K | No change |
| UNH Unitedhealth Group Inc. | 0.09% | 824 | $342K | Reduce -8.8% |
| GDX Vaneck Gold Miners ETF | 0.08% | 4,430 | $334K | No change |
| WAT Waters Corp. | 0.08% | 867 | $325K | Reduce -31.2% |
| INTC Intel Corp. | 0.07% | 2,105 | $294K | No change |
| TGT Target Corp. | 0.07% | 2,210 | $289K | No change |
| RNR Renaissancere Holdings Ltd. | 0.07% | 910 | $288K | No change |
| LOW Lowe's Cos Inc. | 0.07% | 1,306 | $288K | Reduce -1.0% |
| CAT Caterpillar Inc. | 0.07% | 270 | $288K | No change |
| RTX RTX Corp. | 0.07% | 1,515 | $287K | Add +1.9% |
| MCD McDonald's Corp. | 0.07% | 1,057 | $286K | Reduce -10.6% |
| BKMI BNY Mellon Muni Int ETF | 0.07% | 10,529 | $278K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 735 | $272K | Reduce -0.4% |
| GLD SPDR Gold Shares | 0.07% | 735 | $271K | No change |
| MTD Mettler-Toledo International | 0.07% | 210 | $268K | Reduce -7.1% |
| CW Curtiss-Wright Corp. | 0.07% | 350 | $265K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 2,072 | $257K | No change |
| MSEX Middlesex Water Co. | 0.06% | 4,350 | $244K | No change |
| LH Labcorp Holdings Inc. | 0.06% | 859 | $241K | No change |
| EPD Enterprise Products Partners | 0.06% | 6,440 | $237K | New |
| CTVA Corteva Inc. | 0.06% | 2,780 | $235K | New |
| ORCL Oracle Corp. | 0.06% | 1,597 | $234K | No change |
| Q Qnity Electronics Inc. | 0.06% | 1,425 | $233K | Add +3971.4% |
| UNP Union Pacific Corp. | 0.06% | 850 | $231K | No change |
| APD Air Products & Chemicals Inc. | 0.06% | 787 | $231K | No change |
| CVS CVS Health Corp. | 0.05% | 2,118 | $219K | Add +85.8% |
| TRV The Travelers Cos Inc. | 0.05% | 650 | $215K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.05% | 2,340 | $214K | New |
| V Visa Inc. Class A | 0.05% | 618 | $212K | Reduce -4.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.05% | 4,482 | $210K | No change |
| FDX FedEx Corp. | 0.05% | 655 | $205K | No change |
| FITB Fifth Third Bancorp | 0.05% | 3,456 | $195K | No change |
| CI The Cigna Group | 0.05% | 705 | $194K | No change |
| MRVL Marvell Technology Inc. | 0.05% | 644 | $192K | New |
| DHR Danaher Corp. | 0.05% | 1,003 | $191K | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 2,272 | $183K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 3,223 | $180K | No change |
| ETN Eaton Corp. PLC | 0.04% | 423 | $180K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,158 | $175K | Add +4.8% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 1,682 | $173K | No change |
| MCHP Microchip Technology Inc. | 0.04% | 1,890 | $172K | No change |
| EMR Emerson Electric Co. | 0.04% | 1,174 | $168K | Add +1.6% |
| WM Waste Management Inc. | 0.04% | 751 | $167K | No change |
| CMCSA Comcast Corp. Class A | 0.04% | 6,800 | $167K | No change |
| HSY The Hershey Co. | 0.04% | 950 | $167K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 330 | $164K | Add +2.5% |
| UTHR United Therapeutics Corp. | 0.04% | 300 | $163K | No change |
| PFE Pfizer Inc. | 0.04% | 6,673 | $161K | Reduce -2.2% |
| MCK McKesson Corp. | 0.04% | 211 | $159K | Reduce -14.2% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 2,680 | $154K | No change |
| SPHY SS SPDR P High Yield ETF | 0.04% | 6,560 | $154K | Reduce -10.9% |
| CHD Church & Dwight Co. Inc. | 0.04% | 1,579 | $153K | Reduce -19.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 1,758 | $151K | No change |
| MAR Marriott International Class A | 0.04% | 405 | $150K | No change |
| NSC Norfolk Southern Corp. | 0.04% | 474 | $149K | No change |
| HPE Hewlett Packard Enterprise | 0.04% | 3,200 | $144K | No change |
| CARR Carrier Global Corp. | 0.04% | 1,962 | $144K | No change |
| DOV Dover Corp. | 0.04% | 633 | $142K | No change |
| GPC Genuine Parts Co. | 0.04% | 1,200 | $142K | Reduce -21.6% |
| SHW The Sherwin-Williams Co. | 0.04% | 411 | $142K | Reduce -7.6% |
| COR Cencora Inc. | 0.04% | 500 | $141K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.04% | 3,028 | $141K | New |
| BETA Beta Technologies Inc. Class A | 0.03% | 8,324 | $139K | No change |
| MSCI MSCI Inc. | 0.03% | 245 | $137K | No change |
| BNY Bank of New York Mellon Corp. | 0.03% | 916 | $132K | No change |
| GWW WW Grainger Inc. | 0.03% | 96 | $131K | No change |
| WFC Wells Fargo & Co. | 0.03% | 1,568 | $130K | Reduce -1.4% |
| DD Dupont DE Nemours Inc. | 0.03% | 950 | $129K | Add +3914.1% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.03% | 10,971 | $129K | No change |
| TNC Tennant Co. | 0.03% | 1,415 | $124K | No change |
| MAS Masco Corp. | 0.03% | 1,500 | $122K | No change |
| EBAY eBay Inc. | 0.03% | 1,076 | $120K | No change |
| YUM Yum! Brands Inc. | 0.03% | 738 | $118K | No change |
| T AT&T Inc. | 0.03% | 5,569 | $115K | Add +7.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 237 | $113K | No change |
| USHY iShares Broad Usd High Yield | 0.03% | 3,056 | $113K | Add +1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 2,400 | $109K | No change |
| MRSH Marsh & McLennan Cos | 0.03% | 646 | $108K | Add +247.3% |
| IDA Idacorp Inc. | 0.03% | 700 | $106K | No change |
| DLR Digital Realty Trust Inc. | 0.03% | 580 | $104K | Add +625.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 1,974 | $100K | No change |
| PNC PNC Financial Services Group | 0.02% | 397 | $98K | No change |
| KMX Carmax Inc. | 0.02% | 1,839 | $97K | Add +2.0% |
| NXP Nuveen Select Tax-Free Inc. | 0.02% | 6,653 | $95K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.02% | 1,708 | $93K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.02% | 1,778 | $93K | Add +0.8% |
| EW Edwards Lifesciences Corp. | 0.02% | 1,024 | $93K | Add +2.4% |
| NUW Nuveen Amt-Free Muni Val | 0.02% | 6,428 | $92K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.02% | 3,593 | $91K | No change |
| CVX Chevron Corp. | 0.02% | 543 | $90K | No change |
| VHT Vanguard Health Care ETF | 0.02% | 300 | $90K | No change |
| AMAT Applied Materials Inc. | 0.02% | 116 | $84K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 539 | $83K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 1,064 | $83K | No change |
| TWLO Twilio Inc. Class A | 0.02% | 400 | $83K | No change |
| AVY Avery Dennison Corp. | 0.02% | 504 | $82K | No change |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.02% | 2,852 | $78K | Add +3861.1% |
| ADI Analog Devices Inc. | 0.02% | 196 | $78K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 254 | $78K | No change |
| CGNX Cognex Corp. | 0.02% | 1,060 | $77K | Add +6.0% |
| UBER Uber Technologies Inc. | 0.02% | 1,043 | $75K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 250 | $75K | No change |
| SHEL Shell PLC-ADR | 0.02% | 930 | $72K | New |
| WEC WEC Energy Group Inc. | 0.02% | 617 | $72K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 71 | $72K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 329 | $72K | No change |
| HPQ HP Inc. | 0.02% | 3,200 | $70K | No change |
| FLJP Franklin Ftse Japan ETF | 0.02% | 1,750 | $70K | No change |
| STAG Stag Industrial Inc. | 0.02% | 1,821 | $69K | Add +0.1% |
| CB Chubb Ltd. | 0.02% | 201 | $68K | Add +7.5% |
| VIXY Proshares Vix Short-Term Fut | 0.02% | 3,200 | $68K | No change |
| AROW Arrow Financial Corp. | 0.01% | 1,458 | $60K | No change |
| CNI Canadian Natl Railway Co. | 0.01% | 500 | $60K | No change |
| QCOM Qualcomm Inc. | 0.01% | 315 | $58K | No change |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.01% | 1,500 | $57K | No change |
| DELL Dell Technologies -C | 0.01% | 129 | $56K | No change |
| TIP iShares Tips Bond ETF | 0.01% | 500 | $55K | No change |
| CTAS Cintas Corp. | 0.01% | 320 | $54K | No change |
| SPGI S&P Global Inc. | 0.01% | 133 | $54K | No change |
| TLH iShares 10-20 Year Treasury | 0.01% | 530 | $53K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 934 | $52K | New |
| PFG Principal Financial Group | 0.01% | 484 | $52K | No change |
| ROP Roper Technologies Inc. | 0.01% | 153 | $52K | No change |
| BEPC Brookfield Renewable Corp. | 0.01% | 1,384 | $51K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.01% | 5,231 | $51K | New |
| WOR Worthington Enterprises Inc. | 0.01% | 950 | $51K | No change |
| O Realty Income Corp. | 0.01% | 820 | $51K | New |
| SPOT Spotify Technology SA | 0.01% | 110 | $51K | No change |
| XYL Xylem Inc. | 0.01% | 422 | $50K | Reduce -34.5% |
| FDXF FedEx Freight Holding Co. | 0.01% | 327 | $49K | No change |
| PH Parker Hannifin Corp. | 0.01% | 50 | $49K | No change |
| ZTS Zoetis Inc. | 0.01% | 650 | $47K | No change |
| CPER United States Copper Index | 0.01% | 1,200 | $45K | No change |
| TT Trane Technologies PLC | 0.01% | 92 | $45K | No change |
| GEHC GE Healthcare Technology | 0.01% | 702 | $45K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.01% | 650 | $44K | Reduce -31.6% |
| META Meta Platforms Inc. Class A | 0.01% | 77 | $43K | No change |
| CSX CSX Corp. | 0.01% | 879 | $42K | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.01% | 1,669 | $42K | Reduce -76.0% |
| DASH DoorDash Inc. Class A | 0.01% | 225 | $42K | No change |
| IHI iShares U.S. Medical Devices | 0.01% | 840 | $42K | No change |
| TSLA Tesla Inc. | 0.01% | 97 | $41K | Reduce -4.9% |
| WS Worthington Steel Inc. | 0.01% | 1,200 | $40K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 351 | $40K | No change |
| TLT iShares 20+ Year Treasury BD | 0.01% | 440 | $38K | No change |
| DLTR Dollar Tree Inc. | 0.01% | 300 | $36K | No change |
| MAA Mid-America Apartment Comm | 0.01% | 260 | $36K | No change |
| VZ Verizon Communications Inc. | 0.01% | 852 | $36K | Add +13.3% |
| MDY State Street SPDR S&P Midcap | 0.01% | 49 | $34K | No change |
| MIDD Middleby Corp. | 0.01% | 200 | $34K | No change |
| VTIP Vanguard Short-Term Tips | 0.01% | 666 | $33K | New |
| FAST Fastenal Co. | 0.01% | 696 | $33K | No change |
| LCTU iShares U.S. Carbon Transiti | 0.01% | 416 | $33K | No change |
| BLK BlackRock Inc. | 0.01% | 34 | $33K | No change |
| SOLV Solventum Corp. | 0.01% | 400 | $31K | Reduce -38.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 340 | $30K | New |
| SLF Sun Life Financial Inc. | 0.01% | 380 | $30K | No change |
| L Loews Corp. | 0.01% | 263 | $30K | No change |
| HIG Hartford Insurance Group Inc. | 0.01% | 223 | $30K | No change |
| UBS UBS Group AG-Reg | 0.01% | 591 | $29K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 262 | $29K | No change |
| NKE Nike Inc. Class B | 0.01% | 700 | $29K | No change |
| KVUE Kenvue Inc. | 0.01% | 1,500 | $29K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 642 | $28K | No change |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.01% | 263 | $28K | No change |
| CC The Chemours Co. | 0.01% | 1,301 | $27K | New |
| SMCI Super Micro Computer Inc. | 0.01% | 900 | $26K | No change |
| LRCX Lam Research Corp. | 0.01% | 60 | $26K | No change |
| MDT Medtronic PLC | 0.01% | 326 | $26K | No change |
| GDXJ Vaneck Junior Gold Miners | 0.01% | 240 | $24K | No change |
| AMP Ameriprise Financial Inc. | 0.01% | 50 | $23K | Reduce -10.7% |
| AMD Advanced Micro Devices | 0.01% | 38 | $22K | No change |
| WPM Wheaton Precious Metals Corp. | 0.01% | 195 | $22K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 54 | $21K | No change |
| DE Deere & Co. | 0.01% | 33 | $21K | No change |
| WSM Williams-Sonoma Inc. | 0.01% | 88 | $21K | No change |
| EBC Eastern Bankshares Inc. | 0.01% | 900 | $20K | No change |
| NRG NRG Energy Inc. | 0.01% | 137 | $20K | No change |
| RSG Republic Services Inc. | 0.00% | 90 | $19K | No change |
| CWI State Street SPDR MSCI Acwi | 0.00% | 462 | $19K | No change |
| XLE SS Energy Select Sector | 0.00% | 348 | $18K | Add +0.9% |
| ICLN iShares Global Clean Energy | 0.00% | 900 | $18K | No change |
| HR Healthcare Realty Trust Inc. | 0.00% | 840 | $17K | Reduce -78.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 140 | $17K | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 121 | $16K | Reduce -9.7% |
| LHX L3HARRIS Technologies Inc. | 0.00% | 55 | $16K | No change |
| LECO Lincoln Electric Holdings | 0.00% | 58 | $15K | Add +41.5% |
| CEG Constellation Energy | 0.00% | 58 | $14K | No change |
| PGR Progressive Corp. | 0.00% | 65 | $14K | No change |
| CME Cme Group Inc. | 0.00% | 63 | $14K | No change |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 795 | $14K | Reduce -35.1% |
| NMR Nomura Holdings Inc.-Spon ADR | 0.00% | 1,559 | $14K | No change |
| ARMK Aramark | 0.00% | 231 | $13K | Add +0.4% |
| UNB Union Bankshares Inc. | 0.00% | 450 | $11K | No change |
| AEG Aegon Ltd.-NY Reg SHR | 0.00% | 1,259 | $11K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.00% | 129 | $11K | New |
| GILD Gilead Sciences Inc. | 0.00% | 84 | $11K | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.00% | 377 | $11K | No change |
| ALK Alaska Air Group Inc. | 0.00% | 200 | $10K | No change |
| ETSY Etsy Inc. | 0.00% | 138 | $10K | No change |
| OXY Occidental Petroleum Corp. | 0.00% | 200 | $10K | No change |
| DFSD Dimensional Short Duration | 0.00% | 203 | $10K | New |
| SO The Southern Co. | 0.00% | 100 | $10K | No change |
| HLN Haleon PLC-ADR | 0.00% | 1,000 | $9K | No change |
| BP BP PLC-Spons ADR | 0.00% | 250 | $9K | No change |
| ALLY Ally Financial Inc. | 0.00% | 200 | $9K | No change |
| AEP American Electric Power | 0.00% | 66 | $9K | No change |
| MSI Motorola Solutions Inc. | 0.00% | 21 | $9K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 500 | $9K | No change |
| SBUX Starbucks Corp. | 0.00% | 80 | $8K | No change |
| RY Royal Bank of Canada | 0.00% | 39 | $8K | No change |
| LCID Lucid Group Inc. | 0.00% | 1,160 | $8K | No change |
| JSTC Adasina Social Justice GLB | 0.00% | 336 | $8K | Add +0.6% |
| JCI Johnson Controls Internation | 0.00% | 51 | $7K | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.00% | 244 | $7K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 13 | $7K | No change |
| RUN Sunrun Inc. | 0.00% | 508 | $7K | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.00% | 339 | $7K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 78 | $7K | No change |
| IWO iShares Russell 2000 Growth | 0.00% | 17 | $7K | New |
| AGZ iShares Agency Bond ETF | 0.00% | 61 | $7K | Reduce -62.1% |
| FDS Factset Research Systems Inc. | 0.00% | 27 | $6K | No change |
| DTM DT Midstream Inc. | 0.00% | 42 | $6K | No change |
| ADBE Adobe Inc. | 0.00% | 30 | $6K | No change |
| VSNT Versant Media Group Inc. | 0.00% | 166 | $6K | No change |
| UMC United Microelectron-SP ADR | 0.00% | 218 | $6K | No change |
| SMFG Sumitomo Mitsui-Spons ADR | 0.00% | 250 | $6K | No change |
| SCHD Schwab US DVD Equity ETF | 0.00% | 185 | $6K | New |
| COIN Coinbase Global Inc. Class A | 0.00% | 40 | $6K | No change |
| WF Woori Financial-Spon ADR | 0.00% | 100 | $6K | No change |
| ACN Accenture PLC Class A | 0.00% | 46 | $6K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 24 | $5K | New |
| DUK Duke Energy Corp. | 0.00% | 42 | $5K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 36 | $5K | New |
| SNOW Snowflake Inc. | 0.00% | 20 | $5K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 35 | $5K | No change |
| IIPR Innovative Industrial Proper | 0.00% | 80 | $5K | Add +1.3% |
| HON Honeywell International Inc. | 0.00% | 21 | $5K | Reduce -2.3% |
| HONA Honeywell Aerospace Inc. | 0.00% | 21 | $5K | No change |
| FSLY Fastly Inc. Class A | 0.00% | 250 | $5K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 48 | $5K | No change |
| STNE Stoneco Ltd. Class A | 0.00% | 410 | $4K | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 79 | $4K | New |
| HWM Howmet Aerospace Inc. | 0.00% | 16 | $4K | No change |
| TPR Tapestry Inc. | 0.00% | 29 | $4K | No change |
| ASB Associated Banc-Corp. | 0.00% | 134 | $4K | No change |
| THC Tenet Healthcare Corp. | 0.00% | 21 | $4K | No change |
| RNG Ringcentral Inc. Class A | 0.00% | 100 | $4K | No change |
| HCA HCA Healthcare Inc. | 0.00% | 10 | $4K | No change |
| FTNT Fortinet Inc. | 0.00% | 25 | $4K | No change |
| GLDM SPDR Gold Minishares Trust | 0.00% | 47 | $4K | New |
| ALL Allstate Corp. | 0.00% | 13 | $3K | No change |
| MS Morgan Stanley | 0.00% | 14 | $3K | No change |
| FTV Fortive Corp. | 0.00% | 45 | $3K | No change |
| INFY Infosys Ltd.-SP ADR | 0.00% | 254 | $3K | No change |
| WELL Welltower Inc. | 0.00% | 11 | $2K | No change |
| LVWR Livewire Group Inc. | 0.00% | 2,100 | $2K | No change |
| UNM Unum Group | 0.00% | 26 | $2K | No change |
| WDAY Workday Inc. Class A | 0.00% | 18 | $2K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 12 | $2K | New |
| TEAM Atlassian Corp. Class A | 0.00% | 25 | $2K | No change |
| MET Metlife Inc. | 0.00% | 22 | $2K | No change |
| CRTO Criteo SA-Spon | 0.00% | 100 | $2K | No change |
| IWN iShares Russell 2000 Value E | 0.00% | 8 | $2K | New |
| EDU New Oriental Educatio-SP ADR | 0.00% | 36 | $2K | No change |
| VSTS Vestis Corp. | 0.00% | 113 | $2K | No change |
| ORA Ormat Technologies Inc. | 0.00% | 15 | $2K | Reduce -73.2% |
| GM General Motors Co. | 0.00% | 18 | $1K | No change |
| VTRS Viatris Inc. | 0.00% | 69 | $1K | No change |
| TRLV Trulieve Cannabis Corp. | 0.00% | 100 | $983 | New |
| SYM Symbotic Inc. | 0.00% | 20 | $899 | No change |
| COCP Cocrystal Pharma Inc. | 0.00% | 418 | $439 | No change |
| IRWD Ironwood Pharmaceuticals Inc. | 0.00% | 85 | $358 | No change |
| SNDL SNDL Inc. | 0.00% | 222 | $300 | No change |
| GRWG Growgeneration Corp. | 0.00% | 200 | $296 | No change |
| VIA Via Transportation Inc. Class A | 0.00% | 10 | $181 | No change |
| TLRY Tilray Brands Inc. | 0.00% | 30 | $135 | No change |
| WKHS Workhorse Group Inc. | 0.00% | 1 | $3 | No change |