| NVDA Nvidia Corp. | 7.91% | 503,131 | $67.6M | Reduce -2.4% |
| AAPL Apple Inc. | 5.38% | 183,354 | $45.9M | Add +0.3% |
| MSFT Microsoft Corp. | 4.79% | 97,031 | $40.9M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 3.53% | 51,281 | $30.2M | Add +1.9% |
| IWR iShares Russell Mid-Cap ETF | 3.46% | 334,060 | $29.5M | Add +6.4% |
| GOOGL Alphabet Inc. Class A | 3.41% | 153,907 | $29.1M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 3.28% | 127,876 | $28.1M | Add +6.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.27% | 140,799 | $27.9M | No change |
| META Meta Platforms Inc. Class A | 2.72% | 39,729 | $23.3M | Add +4.8% |
| IJH iShares Core S&P Midcap ETF | 2.51% | 344,450 | $21.5M | Add +20.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.21% | 32,158 | $18.8M | Add +14.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.94% | 57,274 | $16.6M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 1.69% | 18,662 | $14.4M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.68% | 28,084 | $14.4M | Add +13.8% |
| PANW Palo Alto Networks Inc. | 1.67% | 78,389 | $14.3M | Add +2.8% |
| IWM iShares Russell 2000 ETF | 1.60% | 61,857 | $13.7M | Add +15.9% |
| EWJ iShares MSCI Japan ETF | 1.38% | 175,796 | $11.8M | Reduce -5.4% |
| V Visa Inc. Class A | 1.29% | 34,840 | $11.0M | Reduce -1.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.22% | 148,370 | $10.4M | Reduce -1.3% |
| NFLX Netflix Inc. | 1.22% | 11,662 | $10.4M | Add +0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.20% | 205,194 | $10.3M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 20,966 | $9.5M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 1.09% | 17,690 | $9.3M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 1.04% | 9,705 | $8.9M | Add +7.6% |
| VOO Vanguard S&P 500 ETF | 0.97% | 15,417 | $8.3M | Add +1.1% |
| AXP American Express Co. | 0.94% | 26,919 | $8.0M | Reduce -0.6% |
| AGG iShares Core U.S. Aggregate | 0.88% | 77,468 | $7.5M | Add +36.3% |
| ABBV Abbvie Inc. | 0.84% | 40,606 | $7.2M | Reduce -5.2% |
| ORCL Oracle Corp. | 0.76% | 39,134 | $6.5M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.73% | 130,766 | $6.3M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.68% | 77,327 | $5.8M | Reduce -3.8% |
| AFL Aflac Inc. | 0.67% | 55,183 | $5.7M | Reduce -5.7% |
| UNH Unitedhealth Group Inc. | 0.65% | 11,039 | $5.6M | Reduce -5.9% |
| ACN Accenture PLC Class A | 0.62% | 15,040 | $5.3M | Reduce -4.6% |
| ARES Ares Management Corp. Class A | 0.61% | 29,653 | $5.2M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.59% | 43,770 | $5.0M | Reduce -4.7% |
| JPM JPMorgan Chase & Co. | 0.59% | 21,002 | $5.0M | Add +1.1% |
| KKR KKR & Co. Inc. | 0.58% | 33,393 | $4.9M | Add +50.4% |
| BX Blackstone Inc. | 0.57% | 28,210 | $4.9M | Reduce -0.2% |
| WM Waste Management Inc. | 0.56% | 23,826 | $4.8M | Add +10.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 39,694 | $4.8M | Reduce -0.7% |
| AMGN Amgen Inc. | 0.56% | 18,237 | $4.8M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.55% | 8,979 | $4.7M | Reduce -5.3% |
| ADP Automatic Data Processing | 0.53% | 15,571 | $4.6M | Reduce -3.5% |
| CB Chubb Ltd. | 0.49% | 15,175 | $4.2M | Reduce -4.1% |
| FALN iShares Fallen Angels ETF | 0.49% | 156,201 | $4.2M | Add +8.0% |
| ETN Eaton Corp. PLC | 0.49% | 12,524 | $4.2M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.48% | 24,664 | $4.1M | Reduce -2.9% |
| WMT Walmart Inc. | 0.45% | 42,662 | $3.9M | Add +20.7% |
| MCD McDonald's Corp. | 0.45% | 13,148 | $3.8M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.42% | 60,865 | $3.6M | Reduce -18.9% |
| QCOM Qualcomm Inc. | 0.42% | 23,206 | $3.6M | Reduce -2.2% |
| MSI Motorola Solutions Inc. | 0.41% | 7,580 | $3.5M | No change |
| ADBE Adobe Inc. | 0.41% | 7,830 | $3.5M | Reduce -6.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.39% | 58,500 | $3.4M | Reduce -2.3% |
| VTHR Vanguard Russell 3000 | 0.39% | 12,791 | $3.3M | Reduce -4.4% |
| EMR Emerson Electric Co. | 0.39% | 26,663 | $3.3M | Reduce -2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 7,950 | $3.3M | No change |
| PEP Pepsico Inc. | 0.36% | 20,232 | $3.1M | Reduce -10.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.36% | 28,898 | $3.0M | Add +2.1% |
| MRK Merck & Co. Inc. | 0.35% | 29,711 | $3.0M | Reduce -20.6% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.34% | 30,821 | $2.9M | No change |
| PAYX Paychex Inc. | 0.33% | 20,398 | $2.9M | Reduce -6.4% |
| LEN Lennar Corp. Class A | 0.33% | 20,361 | $2.8M | Reduce -26.2% |
| APO Apollo Global Management Inc. | 0.32% | 16,669 | $2.8M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.32% | 4 | $2.7M | No change |
| MDY State Street SPDR S&P Midcap | 0.31% | 4,691 | $2.7M | Add +4.9% |
| ELV Elevance Health Inc. | 0.30% | 6,844 | $2.5M | Reduce -1.7% |
| VXF Vanguard Extended Market ETF | 0.28% | 12,715 | $2.4M | No change |
| ICE Intercontinental Exchange Inc. | 0.28% | 16,097 | $2.4M | Reduce -2.3% |
| LOW Lowe's Cos Inc. | 0.28% | 9,636 | $2.4M | Add +0.0% |
| VFQY Vanguard U.S. Quality Factor | 0.28% | 16,752 | $2.4M | No change |
| BDX Becton Dickinson and Co. | 0.27% | 10,289 | $2.3M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 0.27% | 30,878 | $2.3M | Reduce -29.1% |
| CAT Caterpillar Inc. | 0.27% | 6,287 | $2.3M | Reduce -1.4% |
| SYY Sysco Corp. | 0.26% | 29,100 | $2.2M | Reduce -16.3% |
| CRM Salesforce Inc. | 0.25% | 6,335 | $2.1M | Reduce -1.1% |
| HON Honeywell International Inc. | 0.24% | 9,065 | $2.0M | Reduce -3.4% |
| MS Morgan Stanley | 0.24% | 16,274 | $2.0M | Reduce -5.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.24% | 36,076 | $2.0M | Reduce -5.7% |
| NVS Novartis AG-Sponsored ADR | 0.23% | 20,621 | $2.0M | No change |
| ITW Illinois Tool Works | 0.23% | 7,763 | $2.0M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 11,772 | $2.0M | Add +101.8% |
| INDA iShares MSCI India ETF | 0.23% | 36,971 | $1.9M | Add +2.4% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.23% | 18,160 | $1.9M | Reduce -6.6% |
| CVX Chevron Corp. | 0.22% | 13,174 | $1.9M | Reduce -26.2% |
| RTX RTX Corp. | 0.22% | 16,471 | $1.9M | Reduce -1.5% |
| YUM Yum! Brands Inc. | 0.22% | 14,124 | $1.9M | No change |
| IWB iShares Russell 1000 ETF | 0.22% | 5,807 | $1.9M | Add +0.3% |
| DHR Danaher Corp. | 0.22% | 8,024 | $1.8M | Reduce -3.8% |
| PGR Progressive Corp. | 0.21% | 7,657 | $1.8M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 41,604 | $1.8M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.21% | 12,290 | $1.8M | Reduce -8.8% |
| UNP Union Pacific Corp. | 0.21% | 7,785 | $1.8M | Reduce -4.3% |
| XCEM Columbia Em Core Ex-China | 0.21% | 59,664 | $1.8M | Reduce -12.0% |
| CL Colgate-Palmolive Co. | 0.20% | 19,026 | $1.7M | Reduce -22.3% |
| LMT Lockheed Martin Corp. | 0.19% | 3,387 | $1.6M | Reduce -4.3% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 8,978 | $1.6M | Reduce -0.2% |
| SRE Sempra | 0.18% | 17,140 | $1.5M | Reduce -1.9% |
| ABT Abbott Laboratories | 0.17% | 12,903 | $1.5M | Reduce -1.7% |
| UBER Uber Technologies Inc. | 0.17% | 24,006 | $1.4M | Reduce -69.6% |
| DRI Darden Restaurants Inc. | 0.17% | 7,744 | $1.4M | No change |
| XOM Exxon Mobil Corp. | 0.17% | 13,402 | $1.4M | Reduce -16.5% |
| LIN Linde PLC | 0.17% | 3,388 | $1.4M | Reduce -11.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.17% | 3,517 | $1.4M | Reduce -46.5% |
| HD Home Depot Inc. | 0.17% | 3,630 | $1.4M | Reduce -5.8% |
| BLK BlackRock Inc. | 0.16% | 1,373 | $1.4M | New |
| CMG Chipotle Mexican Grill Inc. | 0.16% | 22,238 | $1.3M | Reduce -5.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 5,563 | $1.3M | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 9,704 | $1.3M | No change |
| ADI Analog Devices Inc. | 0.15% | 5,899 | $1.3M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 27,975 | $1.2M | Reduce -11.9% |
| CMCSA Comcast Corp. Class A | 0.14% | 32,787 | $1.2M | Reduce -45.6% |
| GD General Dynamics Corp. | 0.14% | 4,614 | $1.2M | Reduce -0.1% |
| EA Electronic Arts Inc. | 0.14% | 8,085 | $1.2M | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.14% | 14,982 | $1.2M | Add +108.9% |
| ZTS Zoetis Inc. | 0.14% | 7,130 | $1.2M | Reduce -2.2% |
| J Jacobs Solutions Inc. | 0.14% | 8,650 | $1.2M | Reduce -1.8% |
| VLO Valero Energy Corp. | 0.13% | 9,381 | $1.2M | Reduce -27.6% |
| FDX FedEx Corp. | 0.13% | 4,072 | $1.1M | Reduce -7.6% |
| LNT Alliant Energy Corp. | 0.13% | 18,870 | $1.1M | No change |
| SUSA iShares ESG Optimized MSCI U | 0.13% | 8,990 | $1.1M | Reduce -4.5% |
| IWD iShares Russell 1000 Value E | 0.13% | 5,904 | $1.1M | No change |
| DE Deere & Co. | 0.13% | 2,534 | $1.1M | Reduce -22.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 4,049 | $1.1M | Add +10.8% |
| IWF iShares Russell 1000 Growth | 0.12% | 2,655 | $1.1M | Reduce -4.0% |
| PHM Pultegroup Inc. | 0.12% | 9,597 | $1.0M | Reduce -32.3% |
| AVY Avery Dennison Corp. | 0.11% | 5,080 | $951K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.11% | 12,376 | $942K | Add +10.1% |
| AVGO Broadcom Inc. | 0.11% | 4,048 | $938K | Add +5.0% |
| APD Air Products & Chemicals Inc. | 0.11% | 3,193 | $926K | Reduce -7.9% |
| MCK McKesson Corp. | 0.10% | 1,560 | $889K | Reduce -6.0% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.10% | 15,460 | $873K | Add +28.4% |
| MFC Manulife Financial Corp. | 0.10% | 28,320 | $870K | No change |
| AMD Advanced Micro Devices | 0.10% | 7,083 | $856K | Reduce -63.1% |
| OKE Oneok Inc. | 0.10% | 8,512 | $855K | Reduce -10.5% |
| GS Goldman Sachs Group Inc. | 0.09% | 1,379 | $790K | Add +1.0% |
| JHMM John Hancock Multi Fact Mid | 0.09% | 12,903 | $771K | Reduce -6.5% |
| XLF SS Financial Select Sector | 0.09% | 15,825 | $765K | No change |
| HUBB Hubbell Inc. | 0.09% | 1,773 | $743K | Reduce -5.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 2,749 | $741K | Reduce -0.0% |
| MPC Marathon Petroleum Corp. | 0.09% | 5,286 | $737K | Reduce -16.8% |
| TGT Target Corp. | 0.08% | 5,222 | $706K | Reduce -0.3% |
| A Agilent Technologies Inc. | 0.08% | 5,160 | $693K | No change |
| STZ Constellation Brands Inc. Class A | 0.08% | 3,040 | $672K | Reduce -9.3% |
| LHX L3HARRIS Technologies Inc. | 0.07% | 3,033 | $638K | Reduce -5.5% |
| RPM RPM International Inc. | 0.07% | 4,652 | $572K | Reduce -4.3% |
| GPN Global Payments Inc. | 0.06% | 4,940 | $554K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.06% | 14,290 | $548K | Reduce -34.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.06% | 8,320 | $545K | No change |
| BMY Bristol-Myers Squibb Co. | 0.06% | 9,619 | $544K | Add +0.3% |
| CSX CSX Corp. | 0.06% | 15,671 | $506K | No change |
| NEE Nextera Energy Inc. | 0.06% | 7,045 | $505K | Reduce -2.5% |
| COP Conocophillips | 0.06% | 5,050 | $501K | Reduce -21.6% |
| GOOG Alphabet Inc. Class C | 0.06% | 2,540 | $484K | Add +0.2% |
| ALV Autoliv Inc. | 0.06% | 5,139 | $482K | No change |
| APH Amphenol Corp. Class A | 0.06% | 6,890 | $479K | No change |
| WFC Wells Fargo & Co. | 0.05% | 6,648 | $467K | Add +7.7% |
| LULU Lululemon Athletica Inc. | 0.05% | 1,213 | $464K | Add +349.3% |
| CMI Cummins Inc. | 0.05% | 1,312 | $457K | Reduce -15.8% |
| XEL Xcel Energy Inc. | 0.05% | 6,450 | $436K | Reduce -26.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.05% | 8,659 | $425K | Add +10.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,905 | $419K | Reduce -22.7% |
| WAT Waters Corp. | 0.05% | 1,100 | $408K | Reduce -9.0% |
| PM Philip Morris International | 0.05% | 3,375 | $406K | No change |
| BOTZ Global X Robotics & Artifici | 0.05% | 12,446 | $398K | No change |
| VZ Verizon Communications Inc. | 0.05% | 9,797 | $392K | No change |
| GM General Motors Co. | 0.05% | 7,300 | $389K | No change |
| EEM iShares MSCI Emerging Market | 0.04% | 9,137 | $382K | No change |
| SNOW Snowflake Inc. | 0.04% | 2,438 | $376K | Add +116.5% |
| XLE SS Energy Select Sector | 0.04% | 4,227 | $362K | Add +4.3% |
| FLOT iShares Floating Rate Bond E | 0.04% | 6,905 | $351K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 4,429 | $346K | Add +1.9% |
| WASH Washington Trust Bancorp | 0.04% | 10,898 | $342K | No change |
| SWK Stanley Black & Decker Inc. | 0.04% | 4,190 | $336K | Add +5.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.04% | 2,920 | $330K | Reduce -55.7% |
| UNM Unum Group | 0.04% | 4,470 | $326K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.04% | 5,280 | $315K | No change |
| GLW Corning Inc. | 0.04% | 6,510 | $309K | Reduce -46.9% |
| CLX Clorox Company | 0.03% | 1,834 | $298K | No change |
| HYD Vaneck High Yield Muni ETF | 0.03% | 5,712 | $297K | Add +35.6% |
| ED Consolidated Edison Inc. | 0.03% | 3,300 | $294K | No change |
| EPD Enterprise Products Partners | 0.03% | 8,900 | $279K | No change |
| CP Canadian Pacific Kansas City | 0.03% | 3,600 | $261K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.03% | 8,140 | $250K | No change |
| LGOV First TR Long Duration O-ETF | 0.03% | 11,820 | $246K | Reduce -26.3% |
| CFR Cullen/Frost Bankers Inc. | 0.03% | 1,815 | $244K | No change |
| MO Altria Group Inc. | 0.03% | 4,600 | $241K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 1,460 | $236K | No change |
| TXN Texas Instruments Inc. | 0.03% | 1,243 | $233K | Add +0.7% |
| CHD Church & Dwight Co. Inc. | 0.03% | 2,190 | $229K | No change |
| MUB iShares National Muni Bond E | 0.03% | 2,127 | $227K | Reduce -5.5% |
| AMAT Applied Materials Inc. | 0.03% | 1,353 | $220K | Add +1.4% |
| MDT Medtronic PLC | 0.03% | 2,690 | $215K | Reduce -2.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 1,962 | $213K | Reduce -0.3% |
| TD Toronto-Dominion Bank | 0.02% | 4,000 | $213K | Reduce -70.8% |
| UPS United Parcel Service Class B | 0.02% | 1,670 | $211K | Reduce -0.5% |
| TIP iShares Tips Bond ETF | 0.02% | 1,971 | $210K | Add +3.9% |
| OXY Occidental Petroleum Corp. | 0.02% | 4,216 | $208K | Reduce -75.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 1,812 | $190K | Reduce -64.8% |
| SBUX Starbucks Corp. | 0.02% | 2,060 | $188K | Reduce -13.4% |
| AWK American Water Works Co. Inc. | 0.02% | 1,505 | $187K | No change |
| ENB Enbridge Inc. | 0.02% | 4,411 | $187K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 934 | $183K | No change |
| NOC Northrop Grumman Corp. | 0.02% | 386 | $181K | No change |
| SO The Southern Co. | 0.02% | 2,180 | $179K | Reduce -46.6% |
| PSX Phillips 66 | 0.02% | 1,559 | $178K | No change |
| PKG Packaging Corp. of America | 0.02% | 783 | $176K | Reduce -18.1% |
| GIS General Mills Inc. | 0.02% | 2,750 | $175K | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.02% | 3,928 | $173K | Reduce -33.7% |
| COR Cencora Inc. | 0.02% | 748 | $168K | No change |
| SYK Stryker Corp. | 0.02% | 454 | $163K | Reduce -15.6% |
| INTU Intuit Inc. | 0.02% | 258 | $162K | Reduce -3.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.02% | 1,470 | $162K | Reduce -33.8% |
| JHML John Hancock Multi Fact LRG | 0.02% | 2,210 | $154K | No change |
| O Realty Income Corp. | 0.02% | 2,760 | $147K | No change |
| ROK Rockwell Automation Inc. | 0.02% | 500 | $143K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 1,810 | $140K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.02% | 1,506 | $140K | No change |
| PRU Prudential Financial Inc. | 0.01% | 1,030 | $122K | No change |
| DUK Duke Energy Corp. | 0.01% | 1,100 | $119K | Reduce -45.1% |
| VRP Invesco Variable Rate Prefer | 0.01% | 4,870 | $118K | Reduce -16.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.01% | 4,892 | $118K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 890 | $117K | Reduce -61.6% |
| ORLY O'reilly Automotive Inc. | 0.01% | 98 | $116K | Reduce -18.3% |
| MAR Marriott International Class A | 0.01% | 400 | $112K | No change |
| IBMN iShares Ibonds Dec 2025 Term | 0.01% | 4,173 | $111K | Reduce -0.0% |
| AEP American Electric Power | 0.01% | 1,200 | $111K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.01% | 2,560 | $109K | No change |
| PNC PNC Financial Services Group | 0.01% | 560 | $108K | No change |
| MCHP Microchip Technology Inc. | 0.01% | 1,861 | $107K | Reduce -29.8% |
| NKE Nike Inc. Class B | 0.01% | 1,400 | $106K | Reduce -21.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.01% | 4,222 | $106K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 530 | $105K | Reduce -50.0% |
| HOLX Hologic Inc. | 0.01% | 1,447 | $104K | No change |
| MIDD Middleby Corp. | 0.01% | 750 | $102K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 1,738 | $100K | No change |
| ELF Elf Beauty Inc. | 0.01% | 790 | $99K | Reduce -89.0% |
| VCIT Vanguard Int-Term Corporate | 0.01% | 1,216 | $98K | Add +3.7% |
| PFE Pfizer Inc. | 0.01% | 3,600 | $96K | Reduce -29.4% |
| JPC Nuveen Prefered & Income Opp | 0.01% | 12,143 | $95K | Add +19.7% |
| KO The Coca-Cola Co. | 0.01% | 1,521 | $95K | Reduce -57.0% |
| ROP Roper Technologies Inc. | 0.01% | 180 | $94K | No change |
| AMT American Tower Corp. | 0.01% | 510 | $94K | Reduce -48.9% |
| DLR Digital Realty Trust Inc. | 0.01% | 500 | $89K | Reduce -54.5% |
| GPC Genuine Parts Co. | 0.01% | 750 | $88K | Reduce -36.2% |
| DD Dupont DE Nemours Inc. | 0.01% | 1,137 | $87K | Reduce -80.4% |
| NZF Nuveen Municipal Credit Inc. | 0.01% | 6,975 | $85K | No change |
| EPS Wisdomtree US Large Cap Fund | 0.01% | 1,380 | $84K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 1,031 | $83K | Add +29.2% |
| CCI Crown Castle Inc. | 0.01% | 900 | $82K | No change |
| FDS Factset Research Systems Inc. | 0.01% | 170 | $82K | No change |
| BN Brookfield Corp. | 0.01% | 1,400 | $80K | No change |
| VAW Vanguard Materials ETF | 0.01% | 425 | $80K | No change |
| EQIX Equinix Inc. | 0.01% | 79 | $74K | Add +5.3% |
| UHT Universal Health RLTY Income | 0.01% | 2,000 | $74K | No change |
| VTIP Vanguard Short-Term Tips | 0.01% | 1,470 | $71K | No change |
| XLK SS Technology Select Sector | 0.01% | 305 | $71K | No change |
| TRV The Travelers Cos Inc. | 0.01% | 285 | $69K | No change |
| D Dominion Energy Inc. | 0.01% | 1,272 | $69K | No change |
| BF.B Brown-Forman Corp. Class B | 0.01% | 1,751 | $67K | Reduce -19.9% |
| ROST Ross Stores Inc. | 0.01% | 435 | $66K | No change |
| DGX Quest Diagnostics Inc. | 0.01% | 430 | $65K | Reduce -12.2% |
| VMC Vulcan Materials Co. | 0.01% | 244 | $63K | No change |
| WTRG Essential Utilities Inc. | 0.01% | 1,693 | $61K | No change |
| NOW ServiceNow Inc. | 0.01% | 58 | $61K | Add +286.7% |
| IDV iShares International Select | 0.01% | 2,234 | $61K | No change |
| IDXX Idexx Laboratories Inc. | 0.01% | 140 | $58K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 761 | $58K | New |
| GLD SPDR Gold Shares | 0.01% | 230 | $56K | No change |
| OGS One Gas Inc. | 0.01% | 800 | $55K | No change |
| HES Hess Corp. | 0.01% | 406 | $54K | No change |
| DVA Davita Inc. | 0.01% | 360 | $54K | No change |
| CC The Chemours Co. | 0.01% | 3,150 | $53K | Reduce -48.5% |
| GEV GE Vernova Inc. | 0.01% | 156 | $51K | No change |
| DOV Dover Corp. | 0.01% | 263 | $49K | No change |
| STT State Street Corp. | 0.01% | 500 | $49K | No change |
| VONG Vanguard Russell 1000 Growth | 0.01% | 475 | $49K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 818 | $48K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 821 | $48K | No change |
| STAG Stag Industrial Inc. | 0.01% | 1,400 | $47K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 625 | $47K | Add +4.2% |
| DLN Wisdomtree US Largecap Divid | 0.01% | 600 | $47K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.01% | 1,893 | $45K | No change |
| BP BP PLC-Spons ADR | 0.01% | 1,530 | $45K | No change |
| VDE Vanguard Energy ETF | 0.01% | 370 | $45K | No change |
| CEF Sprott Physical Gold and Sil | 0.00% | 1,759 | $42K | No change |
| BA The Boeing Co. | 0.00% | 233 | $41K | Reduce -43.9% |
| TSLA Tesla Inc. | 0.00% | 100 | $40K | Add +28.2% |
| UL Unilever PLC | 0.00% | 712 | $40K | Reduce -3.8% |
| RY Royal Bank of Canada | 0.00% | 325 | $39K | No change |
| MOO Vaneck Agribusiness ETF | 0.00% | 600 | $39K | No change |
| TER Teradyne Inc. | 0.00% | 303 | $38K | Reduce -10.9% |
| GILD Gilead Sciences Inc. | 0.00% | 410 | $38K | Reduce -71.9% |
| BBH Vaneck Biotech ETF | 0.00% | 240 | $38K | Reduce -27.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 330 | $37K | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 579 | $37K | No change |
| CACI Caci International Inc. Class A | 0.00% | 90 | $36K | No change |
| DTE DTE Energy Company | 0.00% | 300 | $36K | No change |
| DOW Dow Inc. | 0.00% | 883 | $35K | Reduce -53.9% |
| MET Metlife Inc. | 0.00% | 430 | $35K | No change |
| DINO HF Sinclair Corp. | 0.00% | 1,000 | $35K | Reduce -18.4% |
| ETR Entergy Corp. | 0.00% | 462 | $35K | Reduce -2.9% |
| VGT Vanguard Info Tech ETF | 0.00% | 55 | $34K | No change |
| NSC Norfolk Southern Corp. | 0.00% | 135 | $32K | Add +3.9% |
| CARR Carrier Global Corp. | 0.00% | 460 | $31K | No change |
| ICF iShares Select U.S. REIT ETF | 0.00% | 520 | $31K | No change |
| CNQ Canadian Natural Resources | 0.00% | 1,000 | $31K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 405 | $30K | No change |
| PLD Prologis Inc. | 0.00% | 286 | $30K | Reduce -30.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.00% | 1,211 | $30K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 290 | $29K | No change |
| WEC WEC Energy Group Inc. | 0.00% | 305 | $29K | No change |
| MDLZ Mondelez International Inc. Class A | 0.00% | 469 | $28K | Reduce -63.3% |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 129 | $25K | Add +25.2% |
| GNTX Gentex Corp. | 0.00% | 820 | $24K | No change |
| ECL Ecolab Inc. | 0.00% | 100 | $23K | No change |
| ITT Itt Inc. | 0.00% | 158 | $23K | Reduce -51.1% |
| PARAA Paramount Global Class B | 0.00% | 2,156 | $23K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.00% | 840 | $21K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.00% | 843 | $21K | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.00% | 210 | $21K | No change |
| GT Goodyear Tire & Rubber Co. | 0.00% | 2,350 | $21K | No change |
| MUSA Murphy USA Inc. | 0.00% | 42 | $21K | No change |
| TT Trane Technologies PLC | 0.00% | 57 | $21K | No change |
| VFMO Vanguard US Momentum Factor | 0.00% | 125 | $21K | No change |
| NUE Nucor Corp. | 0.00% | 170 | $20K | Reduce -12.4% |
| IWC iShares Micro-Cap ETF | 0.00% | 150 | $20K | No change |
| MU Micron Technology Inc. | 0.00% | 223 | $19K | Add +41.1% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.00% | 1,549 | $17K | Reduce -24.5% |
| RMD Resmed Inc. | 0.00% | 76 | $17K | No change |
| EBC Eastern Bankshares Inc. | 0.00% | 1,000 | $17K | No change |
| TKR Timken Co. | 0.00% | 241 | $17K | Reduce -29.3% |
| ISRG Intuitive Surgical Inc. | 0.00% | 32 | $17K | Add +6.7% |
| SPGI S&P Global Inc. | 0.00% | 32 | $16K | Add +6.7% |
| IEF iShares 7-10 Year Treasury B | 0.00% | 170 | $16K | No change |
| AMCR Amcor PLC | 0.00% | 1,658 | $16K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 90 | $15K | No change |
| IBKR Interactive Brokers Gro Class A | 0.00% | 85 | $15K | No change |
| DTM DT Midstream Inc. | 0.00% | 150 | $15K | No change |
| DHI D.R. Horton Inc. | 0.00% | 102 | $14K | Reduce -26.1% |
| BROOKLINE BANCORP INC | 0.00% | 1,171 | $14K | No change |
| LH Labcorp Holdings Inc. | 0.00% | 60 | $14K | No change |
| PFF iShares Preferred & Income S | 0.00% | 435 | $14K | No change |
| CTVA Corteva Inc. | 0.00% | 235 | $13K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 70 | $13K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 150 | $13K | No change |
| C Citigroup Inc. | 0.00% | 186 | $13K | No change |
| TFC Truist Financial Corp. | 0.00% | 300 | $13K | No change |
| SKYY First Trust Cloud Computing | 0.00% | 107 | $13K | No change |
| USB US Bancorp | 0.00% | 265 | $13K | No change |
| CEG Constellation Energy | 0.00% | 56 | $13K | New |
| IGV iShares Expanded Tech-Softwa | 0.00% | 125 | $13K | No change |
| T AT&T Inc. | 0.00% | 500 | $11K | Reduce -72.6% |
| AN Autonation Inc. | 0.00% | 65 | $11K | No change |
| HAL Halliburton Co. | 0.00% | 400 | $11K | No change |
| AON Aon PLC Class A | 0.00% | 30 | $11K | Reduce -70.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 168 | $11K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 195 | $10K | No change |
| SUN Sunoco LP | 0.00% | 180 | $9K | No change |
| WY Weyerhaeuser Co. | 0.00% | 325 | $9K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 97 | $9K | Add +7.8% |
| WDC Western Digital Corp. | 0.00% | 150 | $9K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 42 | $9K | No change |
| XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP | 0.00% | 496 | $9K | No change |
| HSY The Hershey Co. | 0.00% | 50 | $8K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 137 | $8K | New |
| TXT Textron Inc. | 0.00% | 100 | $8K | No change |
| PARAA Paramount Global Class A | 0.00% | 325 | $7K | No change |
| LINE Lineage Inc. | 0.00% | 120 | $7K | Add +33.3% |
| BND Vanguard Total Bond Market | 0.00% | 97 | $7K | New |
| DVN Devon Energy Corp. | 0.00% | 200 | $7K | Reduce -57.9% |
| NEM Newmont Corp. | 0.00% | 171 | $6K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 230 | $6K | No change |
| DXCM Dexcom Inc. | 0.00% | 80 | $6K | Reduce -33.3% |
| BIIB Biogen Inc. | 0.00% | 37 | $6K | Reduce -7.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 61 | $6K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 91 | $5K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 90 | $5K | No change |
| RSG Republic Services Inc. | 0.00% | 26 | $5K | Reduce -61.2% |
| CAH Cardinal Health Inc. | 0.00% | 44 | $5K | No change |
| FLO Flowers Foods Inc. | 0.00% | 250 | $5K | No change |
| INTC Intel Corp. | 0.00% | 255 | $5K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 1 | $5K | New |
| BBJP JPMorgan Betabuilders Japan | 0.00% | 89 | $5K | New |
| ANET Arista Networks Inc. | 0.00% | 44 | $5K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 80 | $4K | No change |
| LRCX Lam Research Corp. | 0.00% | 50 | $4K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 30 | $4K | Reduce -76.0% |
| VGLT Vanguard Long-Term Treasury | 0.00% | 57 | $3K | New |
| NLY Annaly Capital Management Inc. | 0.00% | 167 | $3K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 150 | $3K | No change |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 40 | $3K | New |
| DON Wisdomtree US Midcap Dividen | 0.00% | 50 | $3K | No change |
| BBEU JPMorgan Betabuilders Europe | 0.00% | 44 | $2K | New |
| BBAX JPMorgan Betabuilders Develo | 0.00% | 50 | $2K | New |
| INCY Incyte Corp. | 0.00% | 35 | $2K | No change |
| CVS CVS Health Corp. | 0.00% | 50 | $2K | Reduce -50.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 25 | $2K | No change |
| FISV Fiserv Inc. | 0.00% | 10 | $2K | Reduce -88.1% |
| FTV Fortive Corp. | 0.00% | 25 | $2K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 50 | $2K | New |
| BSX Boston Scientific Corp. | 0.00% | 20 | $2K | New |
| USHY iShares Broad Usd High Yield | 0.00% | 48 | $2K | New |
| MBB iShares MBS ETF | 0.00% | 19 | $2K | New |
| VLTO Veralto Corp. | 0.00% | 16 | $2K | No change |
| MLM Martin Marietta Materials | 0.00% | 3 | $2K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 20 | $1K | No change |
| SNY Sanofi-ADR | 0.00% | 30 | $1K | No change |
| QSR Restaurant Brands Intern | 0.00% | 21 | $1K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 100 | $1K | No change |
| TMUS T-Mobile US Inc. | 0.00% | 6 | $1K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 5 | $1K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 4 | $1K | New |
| NXPI NXP Semiconductors NV | 0.00% | 5 | $1K | New |
| WHR Whirlpool Corp. | 0.00% | 9 | $1K | No change |
| MNST Monster Beverage Corp. | 0.00% | 19 | $999 | New |
| IR Ingersoll-Rand Inc. | 0.00% | 10 | $905 | New |
| ODFL Old Dominion Freight Line | 0.00% | 5 | $882 | New |
| WCN Waste Connections Inc. | 0.00% | 5 | $858 | New |
| UGI Ugi Corp. | 0.00% | 30 | $847 | No change |
| BAX Baxter International Inc. | 0.00% | 25 | $729 | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 1 | $712 | New |
| ASML ASML Holding NV-NY Reg SHS | 0.00% | 1 | $693 | New |
| PLUG Plug Power Inc. | 0.00% | 275 | $586 | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 4 | $167 | No change |
| VRCA Verrica Pharmaceuticals Inc. | 0.00% | 60 | $42 | Reduce -70.0% |