| NVDA Nvidia Corp. | 7.36% | 515,530 | $62.6M | Reduce -7.3% |
| AAPL Apple Inc. | 5.00% | 182,770 | $42.6M | Reduce -4.8% |
| MSFT Microsoft Corp. | 4.97% | 98,313 | $42.3M | Reduce -7.3% |
| IVV iShares Core S&P 500 ETF | 3.41% | 50,347 | $29.0M | Reduce -15.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.32% | 140,799 | $28.3M | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 3.25% | 313,986 | $27.7M | Add +4.1% |
| GOOGL Alphabet Inc. Class A | 3.07% | 157,390 | $26.1M | Reduce -7.7% |
| AMZN Amazon.com Inc. | 2.64% | 120,477 | $22.4M | Reduce -10.0% |
| META Meta Platforms Inc. Class A | 2.55% | 37,896 | $21.7M | Add +10.2% |
| IJH iShares Core S&P Midcap ETF | 2.10% | 286,405 | $17.8M | Reduce -25.8% |
| LLY Eli Lilly & Co. | 1.96% | 18,871 | $16.7M | Reduce -9.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.93% | 57,958 | $16.4M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.89% | 27,989 | $16.1M | Add +20.1% |
| EWJ iShares MSCI Japan ETF | 1.56% | 185,870 | $13.3M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 1.53% | 38,111 | $13.0M | Add +12.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.42% | 24,677 | $12.0M | New |
| IWM iShares Russell 2000 ETF | 1.39% | 53,384 | $11.8M | Reduce -27.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.38% | 150,264 | $11.7M | Add +1.9% |
| V Visa Inc. Class A | 1.14% | 35,359 | $9.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 21,108 | $9.7M | Reduce -12.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.11% | 184,335 | $9.4M | Add +0.1% |
| MA Mastercard Inc. Class A | 1.04% | 17,969 | $8.9M | Add +1.5% |
| ABBV Abbvie Inc. | 0.99% | 42,844 | $8.5M | Reduce -12.3% |
| NFLX Netflix Inc. | 0.97% | 11,602 | $8.2M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.95% | 15,250 | $8.0M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.94% | 9,022 | $8.0M | Add +3.7% |
| AXP American Express Co. | 0.86% | 27,080 | $7.3M | Add +3.3% |
| VEA Vanguard Ftse Developed ETF | 0.82% | 131,599 | $6.9M | Reduce -15.7% |
| UNH Unitedhealth Group Inc. | 0.81% | 11,731 | $6.9M | Reduce -19.3% |
| EFA iShares MSCI Eafe ETF | 0.79% | 80,347 | $6.7M | Reduce -27.5% |
| ORCL Oracle Corp. | 0.79% | 39,311 | $6.7M | Add +0.0% |
| AFL Aflac Inc. | 0.77% | 58,518 | $6.5M | Add +0.6% |
| UBER Uber Technologies Inc. | 0.70% | 78,975 | $5.9M | Add +13.5% |
| AMGN Amgen Inc. | 0.69% | 18,337 | $5.9M | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.69% | 9,479 | $5.9M | Reduce -7.6% |
| AGG iShares Core U.S. Aggregate | 0.68% | 56,851 | $5.8M | Add +42.0% |
| ACN Accenture PLC Class A | 0.65% | 15,758 | $5.6M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 0.63% | 45,931 | $5.4M | Add +51.2% |
| LEN Lennar Corp. Class A | 0.61% | 27,573 | $5.2M | Add +2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 39,980 | $4.7M | Add +3.2% |
| ARES Ares Management Corp. Class A | 0.54% | 29,755 | $4.6M | Add +10.6% |
| CB Chubb Ltd. | 0.54% | 15,827 | $4.6M | Reduce -0.3% |
| WM Waste Management Inc. | 0.53% | 21,535 | $4.5M | Add +2.3% |
| ADP Automatic Data Processing | 0.52% | 16,131 | $4.5M | Reduce -4.5% |
| PG The Procter & Gamble Co. | 0.52% | 25,407 | $4.4M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.51% | 20,774 | $4.4M | Reduce -20.6% |
| ADBE Adobe Inc. | 0.51% | 8,369 | $4.3M | No change |
| BX Blackstone Inc. | 0.51% | 28,279 | $4.3M | Add +9.1% |
| MRK Merck & Co. Inc. | 0.50% | 37,440 | $4.3M | Add +2.6% |
| ETN Eaton Corp. PLC | 0.49% | 12,475 | $4.1M | Add +13.9% |
| MCD McDonald's Corp. | 0.48% | 13,511 | $4.1M | Reduce -1.7% |
| QCOM Qualcomm Inc. | 0.47% | 23,722 | $4.0M | No change |
| CSCO Cisco Systems Inc. | 0.47% | 75,021 | $4.0M | Reduce -10.6% |
| FALN iShares Fallen Angels ETF | 0.46% | 144,598 | $4.0M | Add +12.9% |
| PEP Pepsico Inc. | 0.45% | 22,531 | $3.8M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.44% | 59,900 | $3.8M | No change |
| ELV Elevance Health Inc. | 0.43% | 6,961 | $3.6M | Reduce -1.5% |
| MSI Motorola Solutions Inc. | 0.40% | 7,580 | $3.4M | Add +2.2% |
| VTHR Vanguard Russell 3000 | 0.40% | 13,386 | $3.4M | No change |
| AMD Advanced Micro Devices | 0.37% | 19,183 | $3.1M | Add +6.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.36% | 6,579 | $3.1M | Add +13.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 7,950 | $3.1M | No change |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.35% | 28,292 | $3.0M | Add +38.7% |
| EMR Emerson Electric Co. | 0.35% | 27,219 | $3.0M | Add +0.8% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.35% | 30,821 | $2.9M | No change |
| PAYX Paychex Inc. | 0.34% | 21,799 | $2.9M | Reduce -5.4% |
| KKR KKR & Co. Inc. | 0.34% | 22,200 | $2.9M | Add +61.8% |
| WMT Walmart Inc. | 0.34% | 35,352 | $2.9M | Add +50.5% |
| SCHW Schwab (charles) Corp. | 0.33% | 43,561 | $2.8M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.32% | 4 | $2.8M | No change |
| SYY Sysco Corp. | 0.32% | 34,782 | $2.7M | Reduce -5.9% |
| ICE Intercontinental Exchange Inc. | 0.31% | 16,477 | $2.6M | Add +1.4% |
| CVX Chevron Corp. | 0.31% | 17,858 | $2.6M | Reduce -24.7% |
| LOW Lowe's Cos Inc. | 0.31% | 9,633 | $2.6M | Add +3.7% |
| MDY State Street SPDR S&P Midcap | 0.30% | 4,472 | $2.5M | Add +2.6% |
| CL Colgate-Palmolive Co. | 0.30% | 24,484 | $2.5M | No change |
| CMCSA Comcast Corp. Class A | 0.30% | 60,305 | $2.5M | Add +2.1% |
| BDX Becton Dickinson and Co. | 0.29% | 10,375 | $2.5M | Reduce -22.6% |
| CAT Caterpillar Inc. | 0.29% | 6,376 | $2.5M | Add +4.4% |
| VFQY Vanguard U.S. Quality Factor | 0.28% | 16,752 | $2.4M | No change |
| NVS Novartis AG-Sponsored ADR | 0.28% | 20,621 | $2.4M | Add +41.6% |
| DHR Danaher Corp. | 0.27% | 8,344 | $2.3M | Reduce -27.2% |
| VXF Vanguard Extended Market ETF | 0.27% | 12,715 | $2.3M | No change |
| XCEM Columbia Em Core Ex-China | 0.26% | 67,770 | $2.2M | Add +3.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 38,261 | $2.2M | Add +6.5% |
| JNJ Johnson & Johnson | 0.26% | 13,476 | $2.2M | Add +5.4% |
| INDA iShares MSCI India ETF | 0.25% | 36,113 | $2.1M | Add +1.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.25% | 19,435 | $2.1M | Add +20.4% |
| LMT Lockheed Martin Corp. | 0.24% | 3,538 | $2.1M | Add +2.2% |
| PHM Pultegroup Inc. | 0.24% | 14,185 | $2.0M | Add +3.7% |
| ITW Illinois Tool Works | 0.24% | 7,768 | $2.0M | Reduce -31.9% |
| RTX RTX Corp. | 0.24% | 16,725 | $2.0M | Add +0.4% |
| UNP Union Pacific Corp. | 0.24% | 8,137 | $2.0M | Add +3.9% |
| YUM Yum! Brands Inc. | 0.23% | 14,124 | $2.0M | No change |
| HON Honeywell International Inc. | 0.23% | 9,379 | $1.9M | Reduce -28.6% |
| PGR Progressive Corp. | 0.23% | 7,605 | $1.9M | No change |
| XOM Exxon Mobil Corp. | 0.22% | 16,046 | $1.9M | Reduce -25.6% |
| IWB iShares Russell 1000 ETF | 0.21% | 5,792 | $1.8M | Reduce -1.2% |
| LIN Linde PLC | 0.21% | 3,815 | $1.8M | Reduce -0.1% |
| MS Morgan Stanley | 0.21% | 17,183 | $1.8M | Reduce -19.9% |
| CRM Salesforce Inc. | 0.21% | 6,406 | $1.8M | Add +2.2% |
| VLO Valero Energy Corp. | 0.21% | 12,953 | $1.7M | Reduce -6.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 41,724 | $1.7M | Reduce -27.1% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 9,000 | $1.6M | Reduce -3.1% |
| HD Home Depot Inc. | 0.18% | 3,855 | $1.6M | Reduce -42.5% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 31,750 | $1.5M | Reduce -51.9% |
| ABT Abbott Laboratories | 0.18% | 13,123 | $1.5M | Reduce -19.1% |
| SRE Sempra | 0.17% | 17,478 | $1.5M | Reduce -4.2% |
| ZTS Zoetis Inc. | 0.17% | 7,291 | $1.4M | Reduce -23.5% |
| GD General Dynamics Corp. | 0.16% | 4,619 | $1.4M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 9,704 | $1.4M | Reduce -6.1% |
| DE Deere & Co. | 0.16% | 3,280 | $1.4M | Reduce -38.4% |
| ADI Analog Devices Inc. | 0.16% | 5,895 | $1.4M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.16% | 23,531 | $1.4M | Add +16.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 5,547 | $1.3M | Add +9.9% |
| DRI Darden Restaurants Inc. | 0.15% | 7,744 | $1.3M | No change |
| FDX FedEx Corp. | 0.14% | 4,405 | $1.2M | Add +4.2% |
| EA Electronic Arts Inc. | 0.14% | 8,085 | $1.2M | Reduce -14.7% |
| J Jacobs Solutions Inc. | 0.14% | 8,805 | $1.2M | Add +3.8% |
| LNT Alliant Energy Corp. | 0.13% | 18,870 | $1.1M | Reduce -7.9% |
| SUSA iShares ESG Optimized MSCI U | 0.13% | 9,410 | $1.1M | No change |
| AVY Avery Dennison Corp. | 0.13% | 5,080 | $1.1M | Reduce -12.9% |
| IWD iShares Russell 1000 Value E | 0.13% | 5,904 | $1.1M | Reduce -2.1% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 5,834 | $1.1M | Add +19.1% |
| IWF iShares Russell 1000 Growth | 0.12% | 2,765 | $1.0M | Reduce -9.1% |
| MPC Marathon Petroleum Corp. | 0.12% | 6,354 | $1.0M | Reduce -36.0% |
| APD Air Products & Chemicals Inc. | 0.12% | 3,466 | $1.0M | Add +4.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 3,656 | $965K | Add +46.5% |
| ESGD iShares Trust iShares ESG Aw | 0.11% | 11,242 | $946K | Add +23.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.11% | 21,870 | $917K | Reduce -35.6% |
| OXY Occidental Petroleum Corp. | 0.11% | 17,365 | $895K | Add +1.5% |
| OKE Oneok Inc. | 0.10% | 9,512 | $867K | No change |
| TD Toronto-Dominion Bank | 0.10% | 13,674 | $865K | Reduce -18.9% |
| STZ Constellation Brands Inc. Class A | 0.10% | 3,350 | $863K | Reduce -50.3% |
| MFC Manulife Financial Corp. | 0.10% | 28,320 | $837K | No change |
| JHMM John Hancock Multi Fact Mid | 0.10% | 13,803 | $831K | Add +64.4% |
| MCK McKesson Corp. | 0.10% | 1,660 | $821K | No change |
| TGT Target Corp. | 0.10% | 5,236 | $816K | Add +6.6% |
| HUBB Hubbell Inc. | 0.09% | 1,880 | $805K | No change |
| ELF Elf Beauty Inc. | 0.09% | 7,156 | $780K | Add +97.4% |
| A Agilent Technologies Inc. | 0.09% | 5,160 | $766K | No change |
| LHX L3HARRIS Technologies Inc. | 0.09% | 3,208 | $763K | Reduce -33.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 2,750 | $724K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.08% | 6,590 | $718K | Reduce -2.7% |
| XLF SS Financial Select Sector | 0.08% | 15,825 | $717K | No change |
| COP Conocophillips | 0.08% | 6,443 | $678K | Reduce -5.7% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,365 | $676K | Reduce -42.9% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.08% | 12,037 | $671K | New |
| AVGO Broadcom Inc. | 0.08% | 3,857 | $665K | Reduce -57.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.08% | 8,320 | $648K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.07% | 5,147 | $612K | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.07% | 7,229 | $611K | Reduce -47.3% |
| RPM RPM International Inc. | 0.07% | 4,860 | $588K | Reduce -2.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 7,172 | $576K | Add +73.2% |
| XEL Xcel Energy Inc. | 0.07% | 8,755 | $572K | No change |
| GLW Corning Inc. | 0.07% | 12,270 | $554K | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 2,465 | $545K | No change |
| CSX CSX Corp. | 0.06% | 15,671 | $541K | Reduce -52.8% |
| DD Dupont DE Nemours Inc. | 0.06% | 5,806 | $517K | No change |
| GPN Global Payments Inc. | 0.06% | 4,940 | $506K | No change |
| CMI Cummins Inc. | 0.06% | 1,558 | $504K | Reduce -26.4% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 9,592 | $496K | Add +23.6% |
| ALV Autoliv Inc. | 0.06% | 5,139 | $480K | No change |
| APH Amphenol Corp. Class A | 0.05% | 6,890 | $449K | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.05% | 9,797 | $440K | Add +7.7% |
| SWK Stanley Black & Decker Inc. | 0.05% | 3,990 | $439K | Reduce -22.5% |
| WAT Waters Corp. | 0.05% | 1,209 | $435K | No change |
| GOOG Alphabet Inc. Class C | 0.05% | 2,535 | $424K | Reduce -0.8% |
| EEM iShares MSCI Emerging Market | 0.05% | 9,137 | $419K | Add +8.3% |
| PM Philip Morris International | 0.05% | 3,375 | $410K | No change |
| BOTZ Global X Robotics & Artifici | 0.05% | 12,446 | $400K | Add +12.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.05% | 7,814 | $393K | Add +33.1% |
| SO The Southern Co. | 0.04% | 4,079 | $368K | Reduce -0.1% |
| LGOV First TR Long Duration O-ETF | 0.04% | 16,045 | $359K | Reduce -9.7% |
| XLE SS Energy Select Sector | 0.04% | 4,052 | $356K | No change |
| FLOT iShares Floating Rate Bond E | 0.04% | 6,905 | $352K | New |
| WASH Washington Trust Bancorp | 0.04% | 10,898 | $351K | No change |
| WFC Wells Fargo & Co. | 0.04% | 6,172 | $349K | Add +17.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 4,348 | $345K | No change |
| ED Consolidated Edison Inc. | 0.04% | 3,300 | $344K | No change |
| KMB Kimberly-Clark Corp. | 0.04% | 2,320 | $330K | Reduce -30.4% |
| GM General Motors Co. | 0.04% | 7,300 | $327K | Reduce -33.9% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.04% | 5,280 | $321K | New |
| CP Canadian Pacific Kansas City | 0.04% | 3,600 | $308K | No change |
| CLX Clorox Company | 0.04% | 1,834 | $299K | No change |
| AMTM Amentum Holdings Inc. | 0.03% | 8,805 | $284K | Add +3.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.03% | 5,928 | $276K | No change |
| AMAT Applied Materials Inc. | 0.03% | 1,335 | $270K | Reduce -52.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.03% | 2,220 | $269K | No change |
| UNM Unum Group | 0.03% | 4,470 | $266K | No change |
| EPD Enterprise Products Partners | 0.03% | 8,900 | $259K | No change |
| TXN Texas Instruments Inc. | 0.03% | 1,235 | $255K | No change |
| KO The Coca-Cola Co. | 0.03% | 3,541 | $254K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.03% | 8,140 | $251K | New |
| MDT Medtronic PLC | 0.03% | 2,750 | $248K | Reduce -74.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 1,460 | $245K | New |
| MUB iShares National Muni Bond E | 0.03% | 2,252 | $245K | New |
| MO Altria Group Inc. | 0.03% | 4,600 | $235K | No change |
| SBUX Starbucks Corp. | 0.03% | 2,380 | $232K | Reduce -77.8% |
| AMT American Tower Corp. | 0.03% | 997 | $232K | Reduce -63.7% |
| DUK Duke Energy Corp. | 0.03% | 2,005 | $231K | No change |
| CHD Church & Dwight Co. Inc. | 0.03% | 2,190 | $229K | No change |
| UPS United Parcel Service Class B | 0.03% | 1,678 | $229K | No change |
| HYD Vaneck High Yield Muni ETF | 0.03% | 4,213 | $224K | New |
| AWK American Water Works Co. Inc. | 0.03% | 1,505 | $220K | New |
| MCHP Microchip Technology Inc. | 0.03% | 2,651 | $213K | No change |
| CE Celanese Corp. | 0.03% | 1,565 | $213K | Reduce -28.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 1,967 | $212K | New |
| TIP iShares Tips Bond ETF | 0.02% | 1,898 | $210K | New |
| PKG Packaging Corp. of America | 0.02% | 956 | $206K | New |
| PSX Phillips 66 | 0.02% | 1,559 | $205K | No change |
| NOC Northrop Grumman Corp. | 0.02% | 386 | $204K | Reduce -61.8% |
| GIS General Mills Inc. | 0.02% | 2,750 | $203K | Reduce -46.7% |
| CFR Cullen/Frost Bankers Inc. | 0.02% | 1,815 | $203K | New |
| SYK Stryker Corp. | 0.02% | 538 | $194K | New |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 934 | $185K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 1,060 | $184K | New |
| ENB Enbridge Inc. | 0.02% | 4,411 | $179K | New |
| DLR Digital Realty Trust Inc. | 0.02% | 1,100 | $178K | New |
| O Realty Income Corp. | 0.02% | 2,760 | $175K | New |
| COR Cencora Inc. | 0.02% | 748 | $168K | New |
| INTU Intuit Inc. | 0.02% | 266 | $165K | Reduce -24.2% |
| GPC Genuine Parts Co. | 0.02% | 1,175 | $164K | New |
| NKE Nike Inc. Class B | 0.02% | 1,790 | $158K | Reduce -53.8% |
| JHML John Hancock Multi Fact LRG | 0.02% | 2,210 | $153K | New |
| PFE Pfizer Inc. | 0.02% | 5,100 | $148K | Reduce -47.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.02% | 1,506 | $146K | New |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 1,810 | $142K | New |
| VRP Invesco Variable Rate Prefer | 0.02% | 5,800 | $142K | New |
| ORLY O'reilly Automotive Inc. | 0.02% | 120 | $138K | New |
| ROK Rockwell Automation Inc. | 0.02% | 500 | $134K | New |
| LAMR Lamar Advertising Co. Class A | 0.02% | 1,000 | $134K | New |
| SNOW Snowflake Inc. | 0.02% | 1,126 | $129K | Reduce -50.4% |
| PRU Prudential Financial Inc. | 0.01% | 1,030 | $125K | New |
| CC The Chemours Co. | 0.01% | 6,110 | $124K | New |
| AEP American Electric Power | 0.01% | 1,200 | $123K | New |
| GILD Gilead Sciences Inc. | 0.01% | 1,460 | $122K | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.01% | 4,892 | $119K | New |
| HOLX Hologic Inc. | 0.01% | 1,447 | $118K | New |
| IBMN iShares Ibonds Dec 2025 Term | 0.01% | 4,174 | $111K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.01% | 2,560 | $111K | New |
| BF.B Brown-Forman Corp. Class B | 0.01% | 2,187 | $108K | New |
| CCI Crown Castle Inc. | 0.01% | 900 | $107K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.01% | 4,222 | $106K | New |
| DOW Dow Inc. | 0.01% | 1,914 | $105K | New |
| MIDD Middleby Corp. | 0.01% | 750 | $104K | New |
| PNC PNC Financial Services Group | 0.01% | 560 | $104K | New |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 1,738 | $103K | New |
| ROP Roper Technologies Inc. | 0.01% | 180 | $100K | Reduce -74.3% |
| MAR Marriott International Class A | 0.01% | 400 | $99K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 1,173 | $98K | New |
| MDLZ Mondelez International Inc. Class A | 0.01% | 1,278 | $94K | New |
| IBMM iShares Ibonds Dec 2024 Term | 0.01% | 3,512 | $92K | New |
| UHT Universal Health RLTY Income | 0.01% | 2,000 | $92K | New |
| NZF Nuveen Municipal Credit Inc. | 0.01% | 6,975 | $91K | New |
| VAW Vanguard Materials ETF | 0.01% | 425 | $90K | New |
| EPS Wisdomtree US Large Cap Fund | 0.01% | 1,380 | $83K | New |
| JPC Nuveen Prefered & Income Opp | 0.01% | 10,143 | $82K | No change |
| CTBI Community Trust Bancorp Inc. | 0.01% | 1,600 | $79K | New |
| FDS Factset Research Systems Inc. | 0.01% | 170 | $78K | New |
| DGX Quest Diagnostics Inc. | 0.01% | 490 | $76K | Reduce -74.2% |
| BN Brookfield Corp. | 0.01% | 1,400 | $74K | New |
| D Dominion Energy Inc. | 0.01% | 1,272 | $74K | New |
| LULU Lululemon Athletica Inc. | 0.01% | 270 | $73K | Reduce -65.8% |
| VTIP Vanguard Short-Term Tips | 0.01% | 1,470 | $72K | New |
| IDXX Idexx Laboratories Inc. | 0.01% | 140 | $71K | New |
| XLK SS Technology Select Sector | 0.01% | 305 | $69K | New |
| IDV iShares International Select | 0.01% | 2,234 | $68K | New |
| TRV The Travelers Cos Inc. | 0.01% | 285 | $67K | New |
| EQIX Equinix Inc. | 0.01% | 75 | $67K | Reduce -82.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 798 | $66K | New |
| ROST Ross Stores Inc. | 0.01% | 435 | $65K | Reduce -76.6% |
| WTRG Essential Utilities Inc. | 0.01% | 1,693 | $65K | New |
| BA The Boeing Co. | 0.01% | 415 | $63K | New |
| VMC Vulcan Materials Co. | 0.01% | 244 | $61K | New |
| OGS One Gas Inc. | 0.01% | 800 | $60K | New |
| DVA Davita Inc. | 0.01% | 360 | $59K | Reduce -79.4% |
| BBH Vaneck Biotech ETF | 0.01% | 330 | $59K | New |
| GLD SPDR Gold Shares | 0.01% | 230 | $56K | New |
| HES Hess Corp. | 0.01% | 406 | $55K | New |
| STAG Stag Industrial Inc. | 0.01% | 1,400 | $55K | New |
| DINO HF Sinclair Corp. | 0.01% | 1,225 | $55K | New |
| VXUS Vanguard Total Intl Stock | 0.01% | 818 | $53K | New |
| PLD Prologis Inc. | 0.01% | 412 | $52K | New |
| DOV Dover Corp. | 0.01% | 263 | $50K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 600 | $48K | New |
| ITT Itt Inc. | 0.01% | 323 | $48K | New |
| UL Unilever PLC | 0.01% | 740 | $48K | New |
| BP BP PLC-Spons ADR | 0.01% | 1,530 | $48K | New |
| DLN Wisdomtree US Largecap Divid | 0.01% | 600 | $47K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 821 | $47K | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.01% | 1,893 | $46K | New |
| VONG Vanguard Russell 1000 Growth | 0.01% | 475 | $46K | New |
| WMB Williams Cos Inc. | 0.01% | 1,000 | $46K | New |
| TER Teradyne Inc. | 0.01% | 340 | $46K | New |
| CACI Caci International Inc. Class A | 0.01% | 90 | $45K | New |
| VDE Vanguard Energy ETF | 0.01% | 370 | $45K | Reduce -82.4% |
| MOO Vaneck Agribusiness ETF | 0.01% | 600 | $45K | New |
| STT State Street Corp. | 0.01% | 500 | $44K | New |
| CEF Sprott Physical Gold and Sil | 0.01% | 1,759 | $43K | New |
| RY Royal Bank of Canada | 0.00% | 325 | $41K | New |
| T AT&T Inc. | 0.00% | 1,823 | $40K | Reduce -95.0% |
| GEV GE Vernova Inc. | 0.00% | 156 | $40K | New |
| DTE DTE Energy Company | 0.00% | 300 | $39K | New |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 579 | $38K | New |
| CARR Carrier Global Corp. | 0.00% | 460 | $37K | New |
| MET Metlife Inc. | 0.00% | 430 | $35K | New |
| AON Aon PLC Class A | 0.00% | 102 | $35K | Reduce -87.6% |
| ICF iShares Select U.S. REIT ETF | 0.00% | 520 | $34K | New |
| CNI Canadian Natl Railway Co. | 0.00% | 290 | $34K | New |
| ESLT Elbit Systems Ltd. | 0.00% | 168 | $34K | New |
| CNQ Canadian Natural Resources | 0.00% | 1,000 | $33K | New |
| NSC Norfolk Southern Corp. | 0.00% | 130 | $32K | New |
| VGT Vanguard Info Tech ETF | 0.00% | 55 | $32K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 330 | $32K | Reduce -89.9% |
| BIV Vanguard Intermediate-Term B | 0.00% | 405 | $32K | New |
| ETR Entergy Corp. | 0.00% | 238 | $31K | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.00% | 1,211 | $31K | New |
| WEC WEC Energy Group Inc. | 0.00% | 305 | $29K | New |
| NUE Nucor Corp. | 0.00% | 194 | $29K | New |
| TKR Timken Co. | 0.00% | 341 | $29K | New |
| DHI D.R. Horton Inc. | 0.00% | 138 | $26K | New |
| ECL Ecolab Inc. | 0.00% | 100 | $26K | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.00% | 2,051 | $25K | New |
| GNTX Gentex Corp. | 0.00% | 820 | $24K | New |
| DJD Invesco Dow Jones Industrial | 0.00% | 447 | $24K | New |
| PARAA Paramount Global Class B | 0.00% | 2,156 | $23K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 496 | $23K | New |
| TOTL SS Doubleline TR Tact ETF | 0.00% | 544 | $23K | New |
| TT Trane Technologies PLC | 0.00% | 57 | $22K | Reduce -97.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.00% | 840 | $22K | New |
| IBMP iShares Ibonds Dec 2027 Term | 0.00% | 843 | $21K | New |
| GT Goodyear Tire & Rubber Co. | 0.00% | 2,350 | $21K | New |
| MUSA Murphy USA Inc. | 0.00% | 42 | $21K | New |
| TSLA Tesla Inc. | 0.00% | 78 | $20K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 541 | $20K | New |
| VFMO Vanguard US Momentum Factor | 0.00% | 125 | $20K | New |
| RDY Dr. Reddy's Laboratories-ADR | 0.00% | 250 | $20K | New |
| AMCR Amcor PLC | 0.00% | 1,658 | $19K | New |
| DVN Devon Energy Corp. | 0.00% | 475 | $19K | New |
| RMD Resmed Inc. | 0.00% | 76 | $19K | New |
| IWC iShares Micro-Cap ETF | 0.00% | 150 | $18K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 103 | $18K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 245 | $18K | New |
| IEF iShares 7-10 Year Treasury B | 0.00% | 170 | $17K | New |
| WH Wyndham Hotels & Resorts Inc. | 0.00% | 210 | $16K | New |
| EBC Eastern Bankshares Inc. | 0.00% | 1,000 | $16K | New |
| MU Micron Technology Inc. | 0.00% | 158 | $16K | Reduce -97.8% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 90 | $16K | New |
| SPGI S&P Global Inc. | 0.00% | 30 | $15K | New |
| SON Sonoco Products Co. | 0.00% | 280 | $15K | New |
| IBDP iShares Ibonds Dec 2024 Term | 0.00% | 599 | $15K | New |
| FISV Fiserv Inc. | 0.00% | 84 | $15K | New |
| VT Vanguard Tot World STK ETF | 0.00% | 125 | $15K | New |
| ISRG Intuitive Surgical Inc. | 0.00% | 30 | $15K | New |
| VNQ Vanguard Real Estate ETF | 0.00% | 150 | $15K | New |
| PFF iShares Preferred & Income S | 0.00% | 435 | $14K | New |
| CTVA Corteva Inc. | 0.00% | 235 | $14K | New |
| IVE iShares S&P 500 Value ETF | 0.00% | 70 | $14K | New |
| XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP | 0.00% | 496 | $14K | New |
| RSG Republic Services Inc. | 0.00% | 67 | $13K | New |
| NOW ServiceNow Inc. | 0.00% | 15 | $13K | New |
| LH Labcorp Holdings Inc. | 0.00% | 60 | $13K | New |
| MRNA Moderna Inc. | 0.00% | 200 | $13K | New |
| IAT iShares US Regional Banks Et | 0.00% | 273 | $13K | New |
| TFC Truist Financial Corp. | 0.00% | 300 | $13K | New |
| INDB Independent Bank Corp. | 0.00% | 215 | $13K | New |
| USB US Bancorp | 0.00% | 265 | $12K | New |
| IBKR Interactive Brokers Gro Class A | 0.00% | 85 | $12K | New |
| BROOKLINE BANCORP INC | 0.00% | 1,171 | $12K | New |
| DTM DT Midstream Inc. | 0.00% | 150 | $12K | New |
| C Citigroup Inc. | 0.00% | 186 | $12K | New |
| AN Autonation Inc. | 0.00% | 65 | $12K | New |
| HAL Halliburton Co. | 0.00% | 400 | $12K | New |
| FHLC Fidelity MSCI Health Care | 0.00% | 157 | $11K | New |
| IGV iShares Expanded Tech-Softwa | 0.00% | 125 | $11K | New |
| WY Weyerhaeuser Co. | 0.00% | 325 | $11K | New |
| SKYY First Trust Cloud Computing | 0.00% | 107 | $11K | New |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 195 | $11K | New |
| WDC Western Digital Corp. | 0.00% | 150 | $10K | New |
| HRL Hormel Foods Corp. | 0.00% | 315 | $10K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 168 | $10K | New |
| SUN Sunoco LP | 0.00% | 180 | $10K | New |
| HSY The Hershey Co. | 0.00% | 50 | $10K | New |
| MRSH Marsh & McLennan Cos | 0.00% | 42 | $9K | New |
| OTIS Otis Worldwide Corp. | 0.00% | 90 | $9K | New |
| PSK SS SPDR Ice Pref Sec ETF | 0.00% | 258 | $9K | New |
| NEM Newmont Corp. | 0.00% | 171 | $9K | Reduce -98.5% |
| TXT Textron Inc. | 0.00% | 100 | $9K | New |
| CFG Citizens Financial Group | 0.00% | 212 | $9K | New |
| SCHM Schwab US Mid Cap ETF | 0.00% | 100 | $8K | New |
| DXCM Dexcom Inc. | 0.00% | 120 | $8K | New |
| CRL Charles River Laboratories | 0.00% | 40 | $8K | New |
| BIIB Biogen Inc. | 0.00% | 40 | $8K | New |
| BAR Graniteshares Gold Trust | 0.00% | 276 | $7K | New |
| PARAA Paramount Global Class A | 0.00% | 325 | $7K | New |
| LINE Lineage Inc. | 0.00% | 90 | $7K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 90 | $6K | New |
| NGG National Grid PLC-SP ADR | 0.00% | 91 | $6K | New |
| CVS CVS Health Corp. | 0.00% | 100 | $6K | New |
| INTC Intel Corp. | 0.00% | 255 | $6K | Reduce -97.4% |
| FLO Flowers Foods Inc. | 0.00% | 250 | $6K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 61 | $6K | New |
| KMI Kinder Morgan Inc. | 0.00% | 230 | $5K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 80 | $5K | New |
| CAH Cardinal Health Inc. | 0.00% | 44 | $5K | New |
| DEA Easterly Govt Pptys Inc. | 0.00% | 305 | $4K | New |
| LRCX Lam Research Corp. | 0.00% | 5 | $4K | New |
| DOC Healthpeak Properties Inc. | 0.00% | 150 | $3K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 167 | $3K | New |
| CSTL Castle Biosciences Inc. | 0.00% | 100 | $3K | New |
| DON Wisdomtree US Midcap Dividen | 0.00% | 50 | $3K | New |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 25 | $3K | New |
| INCY Incyte Corp. | 0.00% | 35 | $2K | New |
| FTV Fortive Corp. | 0.00% | 25 | $2K | New |
| VLTO Veralto Corp. | 0.00% | 16 | $2K | Reduce -99.5% |
| SNY Sanofi-ADR | 0.00% | 30 | $2K | Reduce -99.7% |
| QSR Restaurant Brands Intern | 0.00% | 21 | $2K | New |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 100 | $1K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 20 | $1K | New |
| WHR Whirlpool Corp. | 0.00% | 9 | $963 | New |
| BAX Baxter International Inc. | 0.00% | 25 | $949 | New |
| UGI Ugi Corp. | 0.00% | 30 | $751 | New |
| PLUG Plug Power Inc. | 0.00% | 275 | $622 | New |
| VRCA Verrica Pharmaceuticals Inc. | 0.00% | 200 | $290 | New |
| KD Kyndryl Holdings Inc. | 0.00% | 10 | $230 | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 2 | $144 | New |
| BTC Grayscale Bitcoin Mini Trust | 0.00% | 20 | $113 | New |