| AAPL Apple Inc. | 7.26% | 106,685 | $18.3M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.61% | 17,393 | $9.1M | Reduce -0.2% |
| NVDA Nvidia Corp. | 3.51% | 9,786 | $8.8M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 3.30% | 72,040 | $8.3M | Add +7.6% |
| MSFT Microsoft Corp. | 3.28% | 19,667 | $8.3M | Reduce -3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.02% | 12 | $7.6M | No change |
| TMP Tompkins Financial Corp. | 2.25% | 112,586 | $5.7M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 2.19% | 47,412 | $5.5M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.08% | 12,473 | $5.2M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 1.87% | 30,991 | $4.7M | Reduce -2.5% |
| ABBV Abbvie Inc. | 1.86% | 25,769 | $4.7M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 1.81% | 28,125 | $4.6M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.69% | 23,551 | $4.2M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.67% | 9,466 | $4.2M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 1.51% | 65,503 | $3.8M | Reduce -7.8% |
| TMO Thermo Fisher Scientific Inc. | 1.48% | 6,431 | $3.7M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 1.41% | 6,747 | $3.5M | Reduce -11.0% |
| VYM Vanguard High DVD Yield ETF | 1.41% | 29,299 | $3.5M | Reduce -10.9% |
| JNJ Johnson & Johnson | 1.31% | 20,916 | $3.3M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.28% | 16,056 | $3.2M | Add +1.1% |
| EMR Emerson Electric Co. | 1.24% | 27,628 | $3.1M | Reduce -3.3% |
| IJR iShares Core S&P Small-Cap E | 1.24% | 28,349 | $3.1M | Add +10.9% |
| CAT Caterpillar Inc. | 1.24% | 8,527 | $3.1M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 1.13% | 11,204 | $2.9M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.91% | 20,269 | $2.3M | Reduce -3.5% |
| VZ Verizon Communications Inc. | 0.91% | 54,840 | $2.3M | Add +6.2% |
| AMGN Amgen Inc. | 0.89% | 7,849 | $2.2M | Add +2.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.88% | 24,765 | $2.2M | Add +6.9% |
| IUSG iShares Core S&P U.S. Growth | 0.88% | 18,819 | $2.2M | Reduce -3.1% |
| COST Costco Wholesale Corp. | 0.87% | 2,985 | $2.2M | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.85% | 11,712 | $2.1M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.84% | 14,055 | $2.1M | Add +2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 10,796 | $2.1M | Add +0.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.77% | 77,772 | $1.9M | Reduce -1.0% |
| CVX Chevron Corp. | 0.76% | 12,068 | $1.9M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.74% | 11,057 | $1.9M | Reduce -0.4% |
| PAYX Paychex Inc. | 0.74% | 15,115 | $1.9M | Add +1.3% |
| V Visa Inc. Class A | 0.74% | 6,640 | $1.9M | Reduce -1.2% |
| LMBS First Trust Low Duration Opp | 0.73% | 38,370 | $1.9M | Reduce -1.2% |
| PANW Palo Alto Networks Inc. | 0.70% | 6,176 | $1.8M | Reduce -13.2% |
| INTC Intel Corp. | 0.69% | 39,392 | $1.7M | Reduce -4.6% |
| WCC Wesco International Inc. | 0.69% | 10,112 | $1.7M | Add +0.0% |
| DUK Duke Energy Corp. | 0.67% | 17,583 | $1.7M | Reduce -0.9% |
| DVY iShares Select Dividend ETF | 0.67% | 13,796 | $1.7M | Reduce -3.7% |
| CRM Salesforce Inc. | 0.66% | 5,499 | $1.7M | Reduce -2.2% |
| IVW iShares S&P 500 Growth ETF | 0.66% | 19,564 | $1.7M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.65% | 32,698 | $1.6M | Add +0.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.64% | 67,741 | $1.6M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.61% | 5,466 | $1.5M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 5,806 | $1.5M | Reduce -1.4% |
| STZ Constellation Brands Inc. Class A | 0.58% | 5,406 | $1.5M | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.57% | 5,882 | $1.4M | Reduce -25.8% |
| DE Deere & Co. | 0.56% | 3,468 | $1.4M | Add +0.1% |
| RTX RTX Corp. | 0.54% | 14,029 | $1.4M | Add +6.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.53% | 55,715 | $1.3M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 0.51% | 2,824 | $1.3M | Reduce -0.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.50% | 50,900 | $1.3M | Reduce -1.5% |
| T AT&T Inc. | 0.49% | 70,194 | $1.2M | Add +0.7% |
| PEP Pepsico Inc. | 0.47% | 6,773 | $1.2M | Add +6.3% |
| MRK Merck & Co. Inc. | 0.46% | 8,811 | $1.2M | Add +1.6% |
| SO The Southern Co. | 0.46% | 16,141 | $1.2M | Add +0.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.44% | 43,188 | $1.1M | Add +2.9% |
| WELL Welltower Inc. | 0.43% | 11,711 | $1.1M | Reduce -3.0% |
| NOC Northrop Grumman Corp. | 0.43% | 2,256 | $1.1M | Add +5.0% |
| GIS General Mills Inc. | 0.42% | 15,301 | $1.1M | Add +0.0% |
| HDV iShares Core High Dividend E | 0.42% | 9,613 | $1.1M | Reduce -1.4% |
| BKNG Booking Holdings Inc. | 0.42% | 291 | $1.1M | No change |
| KO The Coca-Cola Co. | 0.41% | 16,966 | $1.0M | Add +0.9% |
| LLY Eli Lilly & Co. | 0.41% | 1,327 | $1.0M | Add +0.1% |
| WEC WEC Energy Group Inc. | 0.40% | 12,382 | $1.0M | Add +8.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 2,836 | $976K | Add +0.3% |
| FPE FT-Preferred Secur & Inc. ETF | 0.38% | 55,724 | $965K | Reduce -3.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.38% | 41,582 | $949K | Reduce -1.6% |
| ZBH Zimmer Biomet Holdings Inc. | 0.37% | 6,999 | $924K | Add +0.3% |
| BLK BlackRock Finance Inc. | 0.36% | 1,084 | $904K | Add +10.7% |
| ADP Automatic Data Processing | 0.35% | 3,574 | $893K | Reduce -6.9% |
| SBUX Starbucks Corp. | 0.35% | 9,638 | $881K | Reduce -3.6% |
| AVUV Avantis US Small Cap Value | 0.34% | 9,116 | $854K | Add +3.0% |
| VEEV Veeva Systems Inc. Class A | 0.34% | 3,682 | $853K | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,756 | $844K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 6,779 | $830K | Reduce -2.1% |
| CL Colgate-Palmolive Co. | 0.32% | 8,825 | $795K | Reduce -1.2% |
| PEG Public Service Enterprise GP | 0.31% | 11,710 | $782K | Reduce -1.3% |
| KMB Kimberly-Clark Corp. | 0.31% | 5,981 | $774K | No change |
| BWA Borgwarner Inc. | 0.30% | 21,953 | $763K | Reduce -0.2% |
| FBND Fidelity Total Bond ETF | 0.30% | 16,442 | $745K | Reduce -26.1% |
| ETN Eaton Corp. PLC | 0.29% | 2,300 | $719K | Reduce -8.2% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 8,891 | $717K | Reduce -17.0% |
| XLK SS Technology Select Sector | 0.27% | 3,316 | $691K | Add +5.5% |
| AMT American Tower Corp. | 0.27% | 3,450 | $682K | Add +4.7% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 11,144 | $677K | Add +66.8% |
| META Meta Platforms Inc. Class A | 0.26% | 1,354 | $658K | Reduce -8.9% |
| ENB Enbridge Inc. | 0.26% | 17,968 | $650K | Reduce -6.5% |
| APD Air Products & Chemicals Inc. | 0.26% | 2,674 | $648K | Add +2.0% |
| NEE Nextera Energy Inc. | 0.25% | 10,031 | $641K | Add +14.2% |
| FE Firstenergy Corp. | 0.25% | 16,421 | $634K | Reduce -4.2% |
| ED Consolidated Edison Inc. | 0.25% | 6,951 | $631K | Reduce -2.0% |
| USB US Bancorp | 0.25% | 14,059 | $628K | Reduce -1.9% |
| HON Honeywell International Inc. | 0.25% | 3,042 | $624K | Reduce -26.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.24% | 7,314 | $611K | Reduce -33.0% |
| TSLA Tesla Inc. | 0.24% | 3,419 | $601K | Reduce -2.2% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 11,055 | $599K | Reduce -6.1% |
| LH Laboratory CRP of Amer Hldgs | 0.23% | 2,605 | $569K | Reduce -8.0% |
| IWD iShares Russell 1000 Value E | 0.20% | 2,880 | $516K | No change |
| D Dominion Energy Inc. | 0.20% | 10,376 | $510K | Reduce -19.1% |
| OKE Oneok Inc. | 0.20% | 6,364 | $510K | Add +1.8% |
| NSC Norfolk Southern Corp. | 0.19% | 1,894 | $483K | Add +0.1% |
| IBDP iShares Ibonds Dec 2024 Term | 0.19% | 19,121 | $479K | Reduce -2.6% |
| K Kellanova | 0.19% | 8,323 | $477K | Reduce -1.6% |
| TOTL SS Doubleline TR Tact ETF | 0.19% | 11,721 | $469K | Reduce -4.3% |
| GD General Dynamics Corp. | 0.18% | 1,633 | $461K | Add +2.8% |
| FHLC Fidelity MSCI Health Care | 0.18% | 6,610 | $461K | New |
| IWF iShares Russell 1000 Growth | 0.18% | 1,352 | $456K | Add +0.1% |
| ORCL Oracle Corp. | 0.18% | 3,550 | $446K | Add +1.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.18% | 7,689 | $443K | Add +0.1% |
| LHX L3HARRIS Technologies Inc. | 0.17% | 2,070 | $441K | No change |
| IEMG iShares Core MSCI Emerging | 0.17% | 8,476 | $437K | Reduce -6.8% |
| HD Home Depot Inc. | 0.17% | 1,119 | $429K | Add +0.4% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.17% | 7,046 | $428K | Reduce -4.8% |
| ADBE Adobe Inc. | 0.17% | 836 | $422K | Add +12.1% |
| EPD Enterprise Products Partners | 0.16% | 14,167 | $413K | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.16% | 2,180 | $407K | Add +10.1% |
| AEP American Electric Power | 0.16% | 4,702 | $405K | Add +0.3% |
| CCOI Cogent Communications Holdin | 0.16% | 6,081 | $397K | Reduce -6.4% |
| GLW Corning Inc. | 0.16% | 12,016 | $396K | Reduce -1.2% |
| FISV Fiserv Inc. | 0.15% | 2,329 | $372K | Reduce -13.0% |
| PFE Pfizer Inc. | 0.15% | 13,276 | $368K | Reduce -0.6% |
| AXP American Express Co. | 0.14% | 1,598 | $364K | Reduce -2.1% |
| TER Teradyne Inc. | 0.14% | 3,068 | $346K | Reduce -5.0% |
| UPS United Parcel Service Class B | 0.13% | 2,282 | $339K | Add +4.9% |
| CBU Community Financial System I | 0.13% | 6,834 | $328K | No change |
| TRV The Travelers Cos Inc. | 0.13% | 1,417 | $326K | Add +0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 3,176 | $322K | Add +0.1% |
| NOBL Proshares S&P 500 Dividend A | 0.12% | 3,079 | $312K | Add +1.6% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.12% | 6,328 | $311K | Reduce -4.1% |
| BIIB Biogen Inc. | 0.12% | 1,441 | $311K | Reduce -6.8% |
| MDLZ Mondelez International Inc. Class A | 0.12% | 4,365 | $306K | Add +34.2% |
| AVGO Broadcom Inc. | 0.12% | 228 | $302K | Add +0.4% |
| KHC The Kraft Heinz Co. | 0.12% | 8,104 | $299K | Reduce -3.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.12% | 2,338 | $294K | No change |
| SYY Sysco Corp. | 0.11% | 3,568 | $290K | Add +2.4% |
| GE General Electric | 0.11% | 1,632 | $286K | Add +0.1% |
| BA The Boeing Co. | 0.11% | 1,481 | $286K | Reduce -14.3% |
| MDT Medtronic PLC | 0.11% | 3,279 | $286K | Reduce -27.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.11% | 1,770 | $276K | Add +2.2% |
| ISRG Intuitive Surgical Inc. | 0.11% | 680 | $271K | Add +10.6% |
| HSY The Hershey Co. | 0.11% | 1,375 | $267K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.10% | 3,856 | $261K | No change |
| MA Mastercard Inc. Class A | 0.10% | 537 | $259K | Add +2.5% |
| CVS CVS Health Corp. | 0.10% | 3,242 | $259K | Add +15.0% |
| FBT First Trust Nyse Arca Biotec | 0.10% | 1,647 | $253K | Reduce -2.7% |
| PM Philip Morris International | 0.10% | 2,717 | $249K | New |
| GLD SPDR Gold Shares | 0.10% | 1,207 | $248K | No change |
| NBTB N B T Bancorp Inc. | 0.10% | 6,710 | $246K | Add +0.2% |
| PRU Prudential Financial Inc. | 0.10% | 2,050 | $241K | Add +0.7% |
| FDX FedEx Corp. | 0.09% | 812 | $235K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.09% | 3,044 | $235K | Reduce -4.3% |
| ETR Entergy Corp. | 0.09% | 2,206 | $233K | Add +0.1% |
| TXN Texas Instruments Inc. | 0.09% | 1,335 | $233K | No change |
| NOW ServiceNow Inc. | 0.09% | 305 | $233K | Add +1.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.09% | 1,752 | $229K | Add +0.1% |
| BF.B Brown-Forman Corp. Class B | 0.09% | 5,386 | $221K | Add +26.0% |
| MMM 3M Co. | 0.09% | 2,059 | $218K | Reduce -27.6% |
| ATO Atmos Energy Corp. | 0.08% | 1,800 | $214K | No change |
| WMT Walmart Inc. | 0.08% | 3,511 | $211K | New |
| COP Conocophillips | 0.08% | 1,641 | $209K | New |
| XBI SS SPDR S&P Biotech ETF | 0.08% | 2,181 | $207K | Reduce -16.8% |
| GILD Gilead Sciences Inc. | 0.03% | 11,539 | $84K | Reduce -21.6% |