| NVDA Nvidia Corp. | 6.43% | 477,399 | $51.7M | Reduce -5.1% |
| AAPL Apple Inc. | 4.96% | 179,603 | $39.9M | Reduce -2.0% |
| MSFT Microsoft Corp. | 4.49% | 96,241 | $36.1M | Reduce -0.8% |
| IWR iShares Russell Mid-Cap ETF | 3.73% | 352,427 | $30.0M | Add +5.5% |
| IVV iShares Core S&P 500 ETF | 3.66% | 52,408 | $29.4M | Add +2.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.24% | 139,824 | $26.0M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.08% | 130,140 | $24.8M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 3.01% | 156,765 | $24.2M | Add +1.9% |
| META Meta Platforms Inc. Class A | 2.89% | 40,361 | $23.3M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 2.53% | 348,418 | $20.3M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.17% | 31,192 | $17.4M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.95% | 56,981 | $15.7M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.89% | 18,398 | $15.2M | Reduce -1.4% |
| NFLX Netflix Inc. | 1.88% | 16,198 | $15.1M | Add +38.9% |
| PANW Palo Alto Networks Inc. | 1.73% | 81,426 | $13.9M | Add +3.9% |
| IWM iShares Russell 2000 ETF | 1.67% | 67,469 | $13.5M | Add +9.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.59% | 27,256 | $12.8M | Reduce -3.0% |
| EWJ iShares MSCI Japan ETF | 1.49% | 174,537 | $12.0M | Reduce -0.7% |
| V Visa Inc. Class A | 1.48% | 33,920 | $11.9M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 20,822 | $11.1M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.31% | 139,592 | $10.6M | Reduce -5.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.24% | 201,142 | $10.0M | Reduce -2.0% |
| MA Mastercard Inc. Class A | 1.18% | 17,257 | $9.5M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 1.14% | 9,691 | $9.2M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 1.03% | 83,815 | $8.3M | Add +8.2% |
| ABBV Abbvie Inc. | 1.01% | 38,937 | $8.2M | Reduce -4.1% |
| AXP American Express Co. | 0.89% | 26,665 | $7.2M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.85% | 134,809 | $6.9M | Add +3.1% |
| VOO Vanguard S&P 500 ETF | 0.79% | 12,421 | $6.4M | Reduce -19.4% |
| EFA iShares MSCI Eafe ETF | 0.77% | 75,603 | $6.2M | Reduce -2.2% |
| AFL Aflac Inc. | 0.75% | 54,105 | $6.0M | Reduce -1.9% |
| ORCL Oracle Corp. | 0.66% | 38,260 | $5.3M | Reduce -2.2% |
| AMGN Amgen Inc. | 0.66% | 17,030 | $5.3M | Reduce -6.6% |
| WM Waste Management Inc. | 0.66% | 22,870 | $5.3M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.66% | 21,481 | $5.3M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 0.64% | 9,768 | $5.1M | Reduce -11.5% |
| WMT Walmart Inc. | 0.61% | 55,753 | $4.9M | Add +30.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 39,252 | $4.8M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.58% | 15,361 | $4.7M | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.56% | 14,505 | $4.5M | Reduce -3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 9,027 | $4.5M | Add +0.5% |
| FALN iShares Fallen Angels ETF | 0.56% | 166,847 | $4.5M | Add +6.8% |
| CB Chubb Ltd. | 0.53% | 14,196 | $4.3M | Reduce -6.5% |
| BX Blackstone Inc. | 0.51% | 29,408 | $4.1M | Add +4.3% |
| MCD McDonald's Corp. | 0.49% | 12,573 | $3.9M | Reduce -4.4% |
| KKR KKR & Co. Inc. | 0.48% | 33,543 | $3.9M | Add +0.5% |
| ARES Ares Management Corp. Class A | 0.47% | 25,895 | $3.8M | Reduce -12.7% |
| IJR iShares Core S&P Small-Cap E | 0.47% | 36,285 | $3.8M | Reduce -17.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.44% | 58,500 | $3.5M | No change |
| ETN Eaton Corp. PLC | 0.42% | 12,366 | $3.4M | Reduce -1.3% |
| QCOM Qualcomm Inc. | 0.42% | 21,864 | $3.4M | Reduce -5.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 4 | $3.2M | No change |
| VTHR Vanguard Russell 3000 | 0.39% | 12,576 | $3.1M | Reduce -1.7% |
| PAYX Paychex Inc. | 0.38% | 19,825 | $3.1M | Reduce -2.8% |
| PEP Pepsico Inc. | 0.38% | 20,329 | $3.0M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 7,950 | $2.9M | No change |
| PG The Procter & Gamble Co. | 0.36% | 17,196 | $2.9M | Reduce -30.3% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.36% | 30,821 | $2.9M | No change |
| GE General Electric filed as GE AEROSPACE | 0.35% | 14,236 | $2.8M | Add +20.9% |
| CSCO Cisco Systems Inc. | 0.35% | 45,914 | $2.8M | Reduce -24.6% |
| EMR Emerson Electric Co. | 0.35% | 25,821 | $2.8M | Reduce -3.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.35% | 28,598 | $2.8M | Reduce -1.0% |
| ICE Intercontinental Exchange Inc. | 0.34% | 15,872 | $2.7M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.33% | 29,809 | $2.7M | Add +0.3% |
| ELV Elevance Health Inc. | 0.33% | 6,129 | $2.7M | Reduce -10.4% |
| MSI Motorola Solutions Inc. | 0.33% | 6,040 | $2.6M | Reduce -20.3% |
| MDY State Street SPDR S&P Midcap | 0.31% | 4,691 | $2.5M | No change |
| ADBE Adobe Inc. | 0.30% | 6,385 | $2.4M | Reduce -18.4% |
| SCHW Schwab (charles) Corp. | 0.30% | 31,035 | $2.4M | Add +0.5% |
| APO Apollo Global Management Inc. | 0.29% | 17,049 | $2.3M | Add +2.3% |
| CVX Chevron Corp. | 0.29% | 13,757 | $2.3M | Add +4.4% |
| NVS Novartis AG-Sponsored ADR | 0.29% | 20,621 | $2.3M | No change |
| PGR Progressive Corp. | 0.28% | 7,919 | $2.2M | Add +3.4% |
| VXF Vanguard Extended Market ETF | 0.27% | 12,715 | $2.2M | No change |
| YUM Yum! Brands Inc. | 0.27% | 13,684 | $2.2M | Reduce -3.1% |
| CAT Caterpillar Inc. | 0.27% | 6,521 | $2.2M | Add +3.7% |
| BDX Becton Dickinson and Co. | 0.27% | 9,369 | $2.1M | Reduce -8.9% |
| RTX RTX Corp. | 0.26% | 16,053 | $2.1M | Reduce -2.5% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 45,729 | $2.1M | Add +63.5% |
| LOW Lowe's Cos Inc. | 0.25% | 8,748 | $2.0M | Reduce -9.2% |
| UBER Uber Technologies Inc. | 0.25% | 27,753 | $2.0M | Add +15.6% |
| CRM Salesforce Inc. | 0.25% | 7,425 | $2.0M | Add +17.2% |
| MS Morgan Stanley | 0.24% | 16,845 | $2.0M | Add +3.5% |
| VFQY Vanguard U.S. Quality Factor | 0.24% | 14,599 | $2.0M | Reduce -12.8% |
| ITW Illinois Tool Works | 0.24% | 7,763 | $1.9M | No change |
| NOW ServiceNow Inc. | 0.24% | 2,400 | $1.9M | Add +4037.9% |
| SYY Sysco Corp. | 0.23% | 24,284 | $1.8M | Reduce -16.6% |
| INDA iShares MSCI India ETF | 0.23% | 35,248 | $1.8M | Reduce -4.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 3,742 | $1.8M | Add +6.4% |
| UNP Union Pacific Corp. | 0.22% | 7,629 | $1.8M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.22% | 10,823 | $1.8M | Reduce -11.9% |
| IWB iShares Russell 1000 ETF | 0.22% | 5,807 | $1.8M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 42,117 | $1.8M | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.21% | 14,261 | $1.7M | Add +6.4% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.20% | 17,060 | $1.6M | Reduce -6.1% |
| DRI Darden Restaurants Inc. | 0.20% | 7,744 | $1.6M | No change |
| LIN Linde PLC | 0.20% | 3,369 | $1.6M | Reduce -0.6% |
| DHR Danaher Corp. | 0.19% | 7,619 | $1.6M | Reduce -5.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.19% | 28,384 | $1.6M | Reduce -21.3% |
| HON Honeywell International Inc. | 0.19% | 7,287 | $1.5M | Reduce -19.6% |
| HD Home Depot Inc. | 0.19% | 4,153 | $1.5M | Add +14.4% |
| ABT Abbott Laboratories | 0.19% | 11,368 | $1.5M | Reduce -11.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.16% | 16,724 | $1.3M | Add +11.6% |
| BLK BlackRock Inc. | 0.16% | 1,373 | $1.3M | No change |
| GD General Dynamics Corp. | 0.16% | 4,614 | $1.3M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 5,563 | $1.2M | No change |
| CL Colgate-Palmolive Co. | 0.15% | 13,140 | $1.2M | Reduce -30.9% |
| VLO Valero Energy Corp. | 0.15% | 9,319 | $1.2M | Reduce -0.7% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 9,005 | $1.2M | Reduce -7.2% |
| LNT Alliant Energy Corp. | 0.15% | 18,870 | $1.2M | No change |
| LEN Lennar Corp. Class A | 0.15% | 10,401 | $1.2M | Reduce -48.9% |
| EA Electronic Arts Inc. | 0.15% | 8,085 | $1.2M | No change |
| SRE Sempra | 0.14% | 16,220 | $1.2M | Reduce -5.4% |
| CMG Chipotle Mexican Grill Inc. | 0.14% | 22,864 | $1.1M | Add +2.8% |
| DE Deere & Co. | 0.14% | 2,433 | $1.1M | Reduce -4.0% |
| ADI Analog Devices Inc. | 0.14% | 5,645 | $1.1M | Reduce -4.3% |
| IWD iShares Russell 1000 Value E | 0.14% | 5,859 | $1.1M | Reduce -0.8% |
| PHM Pultegroup Inc. | 0.13% | 10,303 | $1.1M | Add +7.4% |
| MCK McKesson Corp. | 0.13% | 1,560 | $1.0M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 4,049 | $1.0M | No change |
| J Jacobs Solutions Inc. | 0.13% | 8,650 | $1.0M | No change |
| LMT Lockheed Martin Corp. | 0.13% | 2,330 | $1.0M | Reduce -31.2% |
| AVGO Broadcom Inc. | 0.13% | 6,123 | $1.0M | Add +51.3% |
| ZTS Zoetis Inc. | 0.13% | 6,188 | $1.0M | Reduce -13.2% |
| ESGD iShares Trust iShares ESG Aw | 0.13% | 12,445 | $1.0M | Add +0.6% |
| SUSA iShares ESG Optimized MSCI U | 0.13% | 8,820 | $1.0M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 0.12% | 1,803 | $985K | Add +30.8% |
| XCEM Columbia Em Core Ex-China | 0.12% | 32,439 | $958K | Reduce -45.6% |
| IWF iShares Russell 1000 Growth | 0.12% | 2,633 | $951K | Reduce -0.8% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.12% | 17,605 | $942K | Add +13.9% |
| FDX FedEx Corp. | 0.11% | 3,624 | $883K | Reduce -11.0% |
| AVY Avery Dennison Corp. | 0.11% | 4,960 | $883K | Reduce -2.4% |
| MFC Manulife Financial Corp. | 0.11% | 28,320 | $882K | No change |
| APD Air Products & Chemicals Inc. | 0.11% | 2,955 | $871K | Reduce -7.5% |
| CMCSA Comcast Corp. Class A | 0.11% | 23,214 | $857K | Reduce -29.2% |
| OKE Oneok Inc. | 0.10% | 8,512 | $845K | No change |
| XLF SS Financial Select Sector | 0.10% | 16,183 | $806K | Add +2.3% |
| MPC Marathon Petroleum Corp. | 0.09% | 5,227 | $762K | Reduce -1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 2,776 | $714K | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 3,950 | $684K | Reduce -56.0% |
| AMD Advanced Micro Devices | 0.08% | 6,548 | $673K | Reduce -7.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.08% | 8,320 | $612K | No change |
| A Agilent Technologies Inc. | 0.07% | 5,160 | $604K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.07% | 14,260 | $596K | Reduce -0.2% |
| HUBB Hubbell Inc. | 0.07% | 1,773 | $587K | No change |
| BMY Bristol-Myers Squibb Co. | 0.07% | 9,592 | $585K | Reduce -0.3% |
| COP Conocophillips | 0.07% | 5,569 | $585K | Add +10.3% |
| JHMM John Hancock Multi Fact Mid | 0.07% | 9,929 | $569K | Reduce -23.1% |
| PM Philip Morris International | 0.07% | 3,375 | $536K | No change |
| WFC Wells Fargo & Co. | 0.06% | 7,274 | $522K | Add +9.4% |
| HYD Vaneck High Yield Muni ETF | 0.06% | 10,022 | $513K | Add +75.5% |
| SNOW Snowflake Inc. | 0.06% | 3,456 | $505K | Add +41.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 10,342 | $505K | Add +19.4% |
| TGT Target Corp. | 0.06% | 4,780 | $499K | Reduce -8.5% |
| NEE Nextera Energy Inc. | 0.06% | 6,865 | $487K | Reduce -2.6% |
| LHX L3HARRIS Technologies Inc. | 0.06% | 2,304 | $482K | Reduce -24.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,905 | $474K | No change |
| RPM RPM International Inc. | 0.06% | 4,086 | $473K | Reduce -12.2% |
| XEL Xcel Energy Inc. | 0.06% | 6,450 | $457K | No change |
| ALV Autoliv Inc. | 0.06% | 5,139 | $455K | No change |
| APH Amphenol Corp. Class A | 0.06% | 6,790 | $445K | Reduce -1.4% |
| VZ Verizon Communications Inc. | 0.05% | 9,297 | $422K | Reduce -5.1% |
| STZ Constellation Brands Inc. Class A | 0.05% | 2,250 | $413K | Reduce -26.0% |
| EEM iShares MSCI Emerging Market | 0.05% | 9,382 | $410K | Add +2.7% |
| WAT Waters Corp. | 0.05% | 1,100 | $405K | No change |
| GOOG Alphabet Inc. Class C | 0.05% | 2,517 | $393K | Reduce -0.9% |
| PLD Prologis Inc. | 0.05% | 3,484 | $389K | Add +1118.2% |
| ED Consolidated Edison Inc. | 0.05% | 3,300 | $365K | No change |
| UNM Unum Group | 0.05% | 4,470 | $364K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 4,518 | $357K | Add +2.0% |
| LULU Lululemon Athletica Inc. | 0.04% | 1,243 | $352K | Add +2.5% |
| WASH Washington Trust Bancorp | 0.04% | 10,898 | $336K | No change |
| CMI Cummins Inc. | 0.04% | 1,038 | $325K | Reduce -20.9% |
| CSX CSX Corp. | 0.04% | 10,932 | $322K | Reduce -30.2% |
| GM General Motors Co. | 0.04% | 6,750 | $317K | Reduce -7.5% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.04% | 5,280 | $304K | No change |
| EPD Enterprise Products Partners | 0.04% | 8,900 | $304K | No change |
| GLW Corning Inc. | 0.04% | 6,510 | $298K | No change |
| TIP iShares Tips Bond ETF | 0.04% | 2,665 | $296K | Add +35.2% |
| SO The Southern Co. | 0.04% | 3,188 | $293K | Add +46.2% |
| MO Altria Group Inc. | 0.03% | 4,600 | $276K | No change |
| GPN Global Payments Inc. | 0.03% | 2,640 | $259K | Reduce -46.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.03% | 2,720 | $250K | Reduce -6.8% |
| CHD Church & Dwight Co. Inc. | 0.03% | 2,190 | $241K | No change |
| ORLY O'reilly Automotive Inc. | 0.03% | 168 | $241K | Add +71.4% |
| TD Toronto-Dominion Bank | 0.03% | 4,000 | $240K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 2,791 | $236K | Add +266.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 1,460 | $234K | No change |
| CFR Cullen/Frost Bankers Inc. | 0.03% | 1,815 | $227K | No change |
| SYK Stryker Corp. | 0.03% | 601 | $224K | Add +32.4% |
| TXN Texas Instruments Inc. | 0.03% | 1,235 | $222K | Reduce -0.6% |
| MDT Medtronic PLC | 0.02% | 2,210 | $199K | Reduce -17.8% |
| NOC Northrop Grumman Corp. | 0.02% | 386 | $198K | No change |
| EQIX Equinix Inc. | 0.02% | 240 | $196K | Add +203.8% |
| ENB Enbridge Inc. | 0.02% | 4,411 | $195K | No change |
| PSX Phillips 66 | 0.02% | 1,549 | $191K | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.02% | 1,811 | $191K | Reduce -14.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 1,912 | $186K | Reduce -2.5% |
| UPS United Parcel Service Class B | 0.02% | 1,670 | $184K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 934 | $181K | No change |
| PKG Packaging Corp. of America | 0.02% | 908 | $180K | Add +16.0% |
| FLOT iShares Floating Rate Bond E | 0.02% | 3,435 | $175K | Reduce -50.3% |
| COR Cencora Inc. | 0.02% | 630 | $175K | Reduce -15.8% |
| CEG Constellation Energy | 0.02% | 866 | $175K | Add +1446.4% |
| AMAT Applied Materials Inc. | 0.02% | 1,165 | $169K | Reduce -13.9% |
| O Realty Income Corp. | 0.02% | 2,760 | $160K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 1,856 | $160K | Add +2.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.02% | 1,250 | $148K | Reduce -15.0% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.02% | 3,928 | $147K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 1,810 | $142K | No change |
| GIS General Mills Inc. | 0.02% | 2,340 | $140K | Reduce -14.9% |
| DUK Duke Energy Corp. | 0.02% | 1,100 | $134K | No change |
| VCIT Vanguard Int-Term Corporate | 0.02% | 1,628 | $133K | Add +33.9% |
| OXY Occidental Petroleum Corp. | 0.02% | 2,661 | $131K | Reduce -36.9% |
| AEP American Electric Power | 0.02% | 1,200 | $131K | No change |
| ROK Rockwell Automation Inc. | 0.02% | 500 | $129K | No change |
| CLX Clorox Company | 0.02% | 824 | $121K | Reduce -55.1% |
| IBMP iShares Ibonds Dec 2027 Term | 0.01% | 4,716 | $119K | Add +459.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.01% | 4,892 | $118K | No change |
| VRP Invesco Variable Rate Prefer | 0.01% | 4,870 | $118K | No change |
| PRU Prudential Financial Inc. | 0.01% | 1,000 | $112K | Reduce -2.9% |
| IBMN iShares Ibonds Dec 2025 Term | 0.01% | 4,173 | $112K | No change |
| KO The Coca-Cola Co. | 0.01% | 1,521 | $109K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.01% | 2,560 | $109K | No change |
| AMT American Tower Corp. | 0.01% | 492 | $107K | Reduce -3.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.01% | 4,222 | $106K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 1,738 | $99K | No change |
| JPC Nuveen Prefered & Income Opp | 0.01% | 12,143 | $97K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.01% | 2,303 | $96K | Add +4506.0% |
| MAR Marriott International Class A | 0.01% | 400 | $95K | No change |
| INTU Intuit Inc. | 0.01% | 153 | $94K | Reduce -40.7% |
| CCI Crown Castle Inc. | 0.01% | 900 | $94K | No change |
| GPC Genuine Parts Co. | 0.01% | 750 | $89K | No change |
| PNC PNC Financial Services Group | 0.01% | 505 | $89K | Reduce -9.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 530 | $88K | No change |
| MCHP Microchip Technology Inc. | 0.01% | 1,811 | $88K | Reduce -2.7% |
| NZF Nuveen Municipal Credit Inc. | 0.01% | 6,975 | $85K | No change |
| MIDD Middleby Corp. | 0.01% | 560 | $85K | Reduce -25.3% |
| HOLX Hologic Inc. | 0.01% | 1,368 | $85K | Reduce -5.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 1,031 | $82K | No change |
| UHT Universal Health RLTY Income | 0.01% | 2,000 | $82K | No change |
| EPS Wisdomtree US Large Cap Fund | 0.01% | 1,380 | $82K | No change |
| PFE Pfizer Inc. | 0.01% | 3,200 | $81K | Reduce -11.1% |
| NKE Nike Inc. Class B | 0.01% | 1,236 | $78K | Reduce -11.7% |
| FDS Factset Research Systems Inc. | 0.01% | 170 | $77K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 1,023 | $76K | Reduce -10.0% |
| TRV The Travelers Cos Inc. | 0.01% | 285 | $75K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.01% | 2,390 | $74K | Reduce -70.6% |
| BN Brookfield Corp. | 0.01% | 1,400 | $73K | No change |
| VTIP Vanguard Short-Term Tips | 0.01% | 1,470 | $73K | No change |
| DGX Quest Diagnostics Inc. | 0.01% | 430 | $73K | No change |
| DLR Digital Realty Trust Inc. | 0.01% | 500 | $72K | No change |
| D Dominion Energy Inc. | 0.01% | 1,272 | $71K | No change |
| CEF Sprott Physical Gold and Sil | 0.01% | 2,385 | $68K | Add +35.6% |
| WTRG Essential Utilities Inc. | 0.01% | 1,693 | $67K | No change |
| GLD SPDR Gold Shares | 0.01% | 230 | $66K | No change |
| HES Hess Corp. | 0.01% | 400 | $64K | Reduce -1.5% |
| XLK SS Technology Select Sector | 0.01% | 305 | $63K | No change |
| VAW Vanguard Materials ETF | 0.01% | 325 | $61K | Reduce -23.5% |
| OGS One Gas Inc. | 0.01% | 800 | $60K | No change |
| BF.B Brown-Forman Corp. Class B | 0.01% | 1,751 | $59K | No change |
| VMC Vulcan Materials Co. | 0.01% | 244 | $57K | No change |
| XLE SS Energy Select Sector | 0.01% | 600 | $56K | Reduce -85.8% |
| ROST Ross Stores Inc. | 0.01% | 435 | $56K | No change |
| DVA Davita Inc. | 0.01% | 360 | $55K | No change |
| BP BP PLC-Spons ADR | 0.01% | 1,530 | $52K | No change |
| STAG Stag Industrial Inc. | 0.01% | 1,400 | $51K | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.01% | 1,918 | $49K | Add +128.3% |
| VDE Vanguard Energy ETF | 0.01% | 370 | $48K | No change |
| GEV GE Vernova Inc. | 0.01% | 156 | $48K | No change |
| DLN Wisdomtree US Largecap Divid | 0.01% | 600 | $48K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 765 | $48K | Reduce -6.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 600 | $47K | Reduce -4.0% |
| DOV Dover Corp. | 0.01% | 263 | $46K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.01% | 1,893 | $46K | No change |
| CP Canadian Pacific Kansas City | 0.01% | 640 | $45K | Reduce -82.2% |
| STT State Street Corp. | 0.01% | 500 | $45K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 622 | $44K | Reduce -24.2% |
| VONG Vanguard Russell 1000 Growth | 0.01% | 475 | $44K | No change |
| CC The Chemours Co. | 0.01% | 3,150 | $43K | No change |
| DTE DTE Energy Company | 0.01% | 300 | $41K | No change |
| ETR Entergy Corp. | 0.00% | 462 | $39K | No change |
| ELF Elf Beauty Inc. | 0.00% | 621 | $39K | Reduce -21.4% |
| SWK Stanley Black & Decker Inc. | 0.00% | 500 | $38K | Reduce -88.1% |
| ANET Arista Networks Inc. | 0.00% | 487 | $38K | Add +1006.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 579 | $37K | No change |
| UL Unilever PLC | 0.00% | 580 | $35K | Reduce -18.5% |
| MET Metlife Inc. | 0.00% | 430 | $35K | No change |
| BA The Boeing Co. | 0.00% | 200 | $34K | Reduce -14.2% |
| WEC WEC Energy Group Inc. | 0.00% | 305 | $33K | No change |
| CACI Caci International Inc. Class A | 0.00% | 90 | $33K | No change |
| DINO HF Sinclair Corp. | 0.00% | 1,000 | $33K | No change |
| ICF iShares Select U.S. REIT ETF | 0.00% | 520 | $32K | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 350 | $32K | New |
| TSLA Tesla Inc. | 0.00% | 121 | $31K | Add +21.0% |
| BIV Vanguard Intermediate-Term B | 0.00% | 405 | $31K | No change |
| CNQ Canadian Natural Resources | 0.00% | 1,000 | $31K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.00% | 1,211 | $31K | No change |
| BBH Vaneck Biotech ETF | 0.00% | 190 | $30K | Reduce -20.8% |
| VGT Vanguard Info Tech ETF | 0.00% | 55 | $30K | No change |
| CARR Carrier Global Corp. | 0.00% | 460 | $29K | No change |
| CNI Canadian Natl Railway Co. | 0.00% | 290 | $28K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 275 | $27K | Reduce -16.7% |
| PARAA Paramount Global Class B | 0.00% | 2,156 | $26K | No change |
| DOW Dow Inc. | 0.00% | 738 | $26K | Reduce -16.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.00% | 129 | $23K | No change |
| GT Goodyear Tire & Rubber Co. | 0.00% | 2,350 | $22K | No change |
| NUE Nucor Corp. | 0.00% | 170 | $20K | No change |
| ITT Itt Inc. | 0.00% | 158 | $20K | No change |
| MUSA Murphy USA Inc. | 0.00% | 42 | $20K | No change |
| MU Micron Technology Inc. | 0.00% | 223 | $19K | No change |
| TT Trane Technologies PLC | 0.00% | 57 | $19K | No change |
| GNTX Gentex Corp. | 0.00% | 820 | $19K | No change |
| TKR Timken Co. | 0.00% | 241 | $17K | No change |
| RMD Resmed Inc. | 0.00% | 76 | $17K | No change |
| IWC iShares Micro-Cap ETF | 0.00% | 150 | $17K | No change |
| EBC Eastern Bankshares Inc. | 0.00% | 1,000 | $16K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 170 | $16K | No change |
| AMCR Amcor PLC | 0.00% | 1,658 | $16K | No change |
| TER Teradyne Inc. | 0.00% | 194 | $16K | Reduce -36.0% |
| SPGI S&P Global Inc. | 0.00% | 30 | $15K | Reduce -6.3% |
| ISRG Intuitive Surgical Inc. | 0.00% | 30 | $15K | Reduce -6.3% |
| CTVA Corteva Inc. | 0.00% | 235 | $15K | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.00% | 163 | $15K | Reduce -22.4% |
| DTM DT Midstream Inc. | 0.00% | 150 | $14K | No change |
| IBKR Interactive Brokers Gro Class A | 0.00% | 85 | $14K | No change |
| LH Labcorp Holdings Inc. | 0.00% | 60 | $14K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 150 | $14K | No change |
| MDLZ Mondelez International Inc. Class A | 0.00% | 200 | $14K | Reduce -57.4% |
| PFF iShares Preferred & Income S | 0.00% | 435 | $13K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 70 | $13K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 90 | $13K | No change |
| DHI D.R. Horton Inc. | 0.00% | 102 | $13K | No change |
| BROOKLINE BANCORP INC | 0.00% | 1,171 | $13K | No change |
| ECL Ecolab Inc. | 0.00% | 50 | $13K | Reduce -50.0% |
| TFC Truist Financial Corp. | 0.00% | 300 | $12K | No change |
| AON Aon PLC Class A | 0.00% | 30 | $12K | No change |
| JHML John Hancock Multi Fact LRG | 0.00% | 175 | $12K | Reduce -92.1% |
| USB US Bancorp | 0.00% | 265 | $11K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 125 | $11K | No change |
| SKYY First Trust Cloud Computing | 0.00% | 107 | $11K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 168 | $11K | No change |
| AN Autonation Inc. | 0.00% | 65 | $11K | No change |
| SUN Sunoco LP | 0.00% | 180 | $10K | No change |
| MRSH Marsh & McLennan Cos | 0.00% | 42 | $10K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 227 | $10K | Add +65.7% |
| WY Weyerhaeuser Co. | 0.00% | 325 | $10K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 90 | $9K | Reduce -7.2% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.00% | 195 | $9K | No change |
| CCJ Cameco Corp. | 0.00% | 220 | $9K | New |
| HSY The Hershey Co. | 0.00% | 50 | $9K | No change |
| DVN Devon Energy Corp. | 0.00% | 200 | $7K | No change |
| PARAA Paramount Global Class A | 0.00% | 325 | $7K | No change |
| TXT Textron Inc. | 0.00% | 100 | $7K | No change |
| BND Vanguard Total Bond Market | 0.00% | 97 | $7K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 50 | $7K | Reduce -94.4% |
| NSC Norfolk Southern Corp. | 0.00% | 30 | $7K | Reduce -77.8% |
| KMI Kinder Morgan Inc. | 0.00% | 230 | $7K | No change |
| RSG Republic Services Inc. | 0.00% | 26 | $6K | No change |
| WDC Western Digital Corp. | 0.00% | 150 | $6K | No change |
| CAH Cardinal Health Inc. | 0.00% | 44 | $6K | No change |
| NGG National Grid PLC-SP ADR | 0.00% | 91 | $6K | No change |
| C Citigroup Inc. | 0.00% | 82 | $6K | Reduce -55.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 61 | $6K | No change |
| DXCM Dexcom Inc. | 0.00% | 80 | $5K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 90 | $5K | No change |
| FLO Flowers Foods Inc. | 0.00% | 250 | $5K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.00% | 80 | $4K | No change |
| AWK American Water Works Co. Inc. | 0.00% | 25 | $4K | Reduce -98.3% |
| LRCX Lam Research Corp. | 0.00% | 50 | $4K | No change |
| XIFR XPLR Infrastructure LP | 0.00% | 375 | $4K | Reduce -24.4% |
| VT Vanguard Tot World STK ETF | 0.00% | 30 | $3K | No change |
| NLY Annaly Capital Management Inc. | 0.00% | 167 | $3K | No change |
| DOC Healthpeak Properties Inc. | 0.00% | 150 | $3K | No change |
| SBUX Starbucks Corp. | 0.00% | 30 | $3K | Reduce -98.5% |
| INTC Intel Corp. | 0.00% | 125 | $3K | Reduce -51.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 25 | $2K | No change |
| INCY Incyte Corp. | 0.00% | 35 | $2K | No change |
| FTV Fortive Corp. | 0.00% | 25 | $2K | No change |
| USHY iShares Broad Usd High Yield | 0.00% | 48 | $2K | No change |
| SNY Sanofi-ADR | 0.00% | 30 | $2K | No change |
| VLTO Veralto Corp. | 0.00% | 16 | $2K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 20 | $1K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 100 | $1K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 10 | $1K | Reduce -97.6% |
| UGI Ugi Corp. | 0.00% | 30 | $992 | No change |
| BAX Baxter International Inc. | 0.00% | 25 | $856 | No change |
| WHR Whirlpool Corp. | 0.00% | 9 | $811 | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 6 | $528 | Reduce -99.6% |
| PLUG Plug Power Inc. | 0.00% | 275 | $371 | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 4 | $146 | No change |