| VTI VG Morningstar TS MKT ETF-US | 10.63% | 643,347 | $90.1M | Add +174.9% |
| FRDM Freedom 100 Emeging MRKT ETF | 8.62% | 1,003,101 | $73.1M | Reduce -3.1% |
| VEA Vanguard Ftse Developed ETF | 5.13% | 615,440 | $43.5M | Add +1.8% |
| BND Vanguard Total Bond Market | 2.98% | 502,593 | $25.3M | Add +58.0% |
| ESGD iShares Trust iShares ESG Aw | 2.86% | 519,661 | $24.3M | Add +141.1% |
| VWO Vanguard Ftse Emerging Marke | 2.56% | 366,818 | $21.7M | Add +2.5% |
| SUSL iShares ESG MSCI USA Leaders | 2.56% | 163,219 | $21.7M | Add +4.6% |
| AAPL Apple Inc. | 2.43% | 72,186 | $20.6M | Add +9.2% |
| SUB iShares Short-Term National | 2.09% | 166,205 | $17.7M | Add +1.1% |
| MUB iShares National Muni Bond E | 1.74% | 137,354 | $14.8M | Add +12.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.62% | 93,734 | $13.8M | Add +53.6% |
| NVDA Nvidia Corp. | 1.60% | 67,782 | $13.6M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.52% | 86,654 | $12.9M | Add +113.0% |
| MSFT Microsoft Corp. | 1.24% | 28,290 | $10.5M | Add +7.0% |
| GOOGL Alphabet Inc. Class A | 1.18% | 28,322 | $10.0M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.11% | 175,606 | $9.4M | Add +57.9% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 1.00% | 168,729 | $8.5M | Add +14.0% |
| GOOG Alphabet Inc. Class C | 1.00% | 24,137 | $8.5M | Reduce -0.5% |
| EMB iShares JP Morgan Usd Emergi | 0.99% | 109,130 | $8.4M | Add +31.1% |
| AMZN Amazon.com Inc. | 0.99% | 35,091 | $8.4M | Add +12.3% |
| BSV Vanguard Short-Term Bond ETF | 0.89% | 212,967 | $7.6M | Add +139.8% |
| PRF Invesco Rafi US 1000 ETF | 0.89% | 140,355 | $7.6M | Add +0.6% |
| SCHB Schwab US Broad Market ETF | 0.88% | 258,550 | $7.5M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.88% | 88,690 | $7.5M | Add +2.7% |
| META Meta Platforms Inc. Class A | 0.83% | 13,182 | $7.1M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.68% | 59,657 | $5.8M | Add +1.0% |
| USHY iShares Broad Usd High Yield | 0.63% | 143,979 | $5.3M | Add +7.3% |
| AMAT Applied Materials Inc. | 0.59% | 8,939 | $5.0M | Add +34.4% |
| HYD Vaneck High Yield Muni ETF | 0.58% | 114,599 | $4.9M | Add +27.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.52% | 223,740 | $4.4M | Reduce -3.8% |
| SPOT Spotify Technology SA | 0.51% | 13,307 | $4.4M | Add +71.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.49% | 211,954 | $4.1M | Reduce -9.4% |
| USFR Wisdomtree Floating Rate Tre | 0.47% | 79,940 | $4.0M | Reduce -11.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 5,452 | $4.0M | Add +2.9% |
| LLY Eli Lilly & Co. | 0.45% | 3,180 | $3.8M | Reduce -2.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.44% | 64,629 | $3.7M | Add +264.2% |
| NET Cloudflare Inc. Class A | 0.42% | 14,565 | $3.6M | Add +153.8% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 41,000 | $3.2M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.36% | 23,926 | $3.1M | Add +1.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.36% | 1,591 | $3.0M | Add +8.0% |
| IEMG iShares Core MSCI Emerging | 0.35% | 36,385 | $3.0M | Reduce -1.2% |
| V Visa Inc. Class A | 0.32% | 8,019 | $2.7M | Add +32.9% |
| BSCS Invesco Bulletshares 2028 CB | 0.31% | 129,448 | $2.6M | Add +2.8% |
| BSCT Invesco Bulletshares 2029 CB | 0.31% | 141,843 | $2.6M | Add +2.8% |
| BSCU Invesco Bulletshares 2030 CB | 0.31% | 157,422 | $2.6M | Add +3.0% |
| AMD Advanced Micro Devices | 0.30% | 4,516 | $2.6M | Add +5.1% |
| IVV iShares Core S&P 500 ETF | 0.29% | 3,318 | $2.5M | Add +1.1% |
| GLW Corning Inc. | 0.29% | 9,595 | $2.4M | Reduce -11.9% |
| GS Goldman Sachs Group Inc. | 0.28% | 2,478 | $2.4M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 16,504 | $2.4M | Add +15.2% |
| INTC Intel Corp. | 0.27% | 16,310 | $2.3M | Reduce -5.6% |
| MU Micron Technology Inc. | 0.25% | 1,997 | $2.2M | Add +6.2% |
| AVGO Broadcom Inc. | 0.25% | 5,697 | $2.2M | Add +3.9% |
| NTRS Northern Trust Corp. | 0.25% | 12,343 | $2.1M | Reduce -4.5% |
| VRT Vertiv Holdings Co. Class A | 0.24% | 6,186 | $2.1M | Reduce -6.8% |
| TSLA Tesla Inc. | 0.24% | 5,114 | $2.0M | Add +5.7% |
| JNJ Johnson & Johnson | 0.24% | 50,449 | $2.0M | Add +605.1% |
| GEV GE Vernova Inc. | 0.23% | 1,695 | $2.0M | Reduce -8.6% |
| IWF iShares Russell 1000 Growth | 0.23% | 15,322 | $2.0M | Add +4.6% |
| BSCX Invesco Bulletshares 2033 CB | 0.23% | 93,798 | $2.0M | Add +3.3% |
| BSCW Invesco Bulletshares 2032 CB | 0.23% | 96,240 | $2.0M | Add +3.7% |
| SUSA iShares ESG Optimized MSCI U | 0.23% | 12,809 | $2.0M | Reduce -1.5% |
| BSCV Invesco Bulletshares 2031 CB | 0.23% | 120,277 | $2.0M | Add +4.0% |
| BSCY Invesco Bulletshares 2034 CB | 0.23% | 95,323 | $2.0M | Add +3.3% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.23% | 78,814 | $2.0M | Reduce -1.5% |
| CTVA Corteva Inc. | 0.23% | 23,194 | $2.0M | Add +2.3% |
| NVS Novartis AG-Sponsored ADR | 0.23% | 12,495 | $1.9M | Add +4.9% |
| BSCZ Invesco Bulletshares 2035 CB | 0.23% | 93,307 | $1.9M | Add +4.1% |
| MKSI MKS Inc. | 0.22% | 4,134 | $1.8M | Reduce -13.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 6,476 | $1.8M | Reduce -4.9% |
| SNDK Sandisk Corp. | 0.21% | 798 | $1.8M | Add +2.6% |
| CAT Caterpillar Inc. | 0.21% | 1,666 | $1.7M | Reduce -0.9% |
| CB Chubb Ltd. | 0.21% | 5,122 | $1.7M | Reduce -5.9% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.20% | 17,993 | $1.7M | Add +0.7% |
| LRCX Lam Research Corp. | 0.20% | 3,851 | $1.7M | Reduce -11.7% |
| JPM JPMorgan Chase & Co. | 0.20% | 5,942 | $1.7M | Add +35.7% |
| VOO Vanguard S&P 500 ETF | 0.19% | 2,409 | $1.6M | Reduce -4.5% |
| SMH Vaneck Semiconductor ETF | 0.19% | 4,096 | $1.6M | Add +84.6% |
| MA Mastercard Inc. Class A | 0.19% | 3,149 | $1.6M | Add +1.5% |
| BNY Bank of New York Mellon Corp. | 0.18% | 10,839 | $1.6M | Reduce -5.9% |
| MPWR Monolithic Power Systems Inc. | 0.18% | 1,096 | $1.5M | Reduce -10.5% |
| ECL Ecolab Inc. | 0.18% | 5,440 | $1.5M | Reduce -4.5% |
| IWB iShares Russell 1000 ETF | 0.18% | 3,945 | $1.5M | Add +12.2% |
| RKLB Rocket Lab Corp. | 0.17% | 14,382 | $1.5M | Reduce -8.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.17% | 24,025 | $1.4M | Add +5.5% |
| TXN Texas Instruments Inc. | 0.17% | 4,916 | $1.4M | Add +8.0% |
| UNH Unitedhealth Group Inc. | 0.17% | 3,451 | $1.4M | Add +3.0% |
| SAP Sap SE-Sponsored ADR | 0.17% | 9,478 | $1.4M | Add +16.7% |
| PEP Pepsico Inc. | 0.17% | 10,399 | $1.4M | Add +15.7% |
| IWD iShares Russell 1000 Value E | 0.17% | 6,000 | $1.4M | Add +13.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 1,850 | $1.4M | Reduce -3.4% |
| ADBE Adobe Inc. | 0.16% | 3,728 | $1.4M | Add +89.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 18,380 | $1.4M | Add +93.6% |
| CSCO Cisco Systems Inc. | 0.16% | 11,873 | $1.4M | Reduce -3.3% |
| FAST Fastenal Co. | 0.16% | 28,444 | $1.4M | Add +22.9% |
| ADP Automatic Data Processing | 0.16% | 6,056 | $1.4M | Add +6.5% |
| EMLC Vaneck JPM Em Local Curr BND | 0.16% | 60,399 | $1.4M | Add +19.1% |
| KLAC KLA Corp. | 0.16% | 4,384 | $1.3M | Reduce -7.3% |
| WELL Welltower Inc. | 0.16% | 5,830 | $1.3M | Reduce -1.6% |
| FTNT Fortinet Inc. | 0.15% | 8,469 | $1.3M | Add +2.5% |
| HD Home Depot Inc. | 0.15% | 3,689 | $1.3M | Add +14.5% |
| DDOG Datadog Inc. Class A | 0.15% | 4,933 | $1.3M | Reduce -2.2% |
| WDC Western Digital Corp. | 0.15% | 1,936 | $1.2M | Reduce -9.2% |
| AZN Astrazeneca PLC | 0.15% | 6,725 | $1.2M | Add +16.8% |
| PANW Palo Alto Networks Inc. | 0.14% | 3,599 | $1.2M | Reduce -11.8% |
| AXP American Express Co. | 0.14% | 3,664 | $1.2M | Reduce -4.8% |
| ALAB Astera Labs Inc. | 0.14% | 2,390 | $1.2M | Reduce -16.8% |
| MS Morgan Stanley | 0.13% | 5,501 | $1.1M | Reduce -6.3% |
| BX Blackstone Inc. | 0.13% | 9,567 | $1.1M | Add +3.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.13% | 11,901 | $1.1M | Add +69.0% |
| JSTC Adasina Social Justice GLB | 0.13% | 48,758 | $1.1M | No change |
| BKNG Booking Holdings Inc. | 0.13% | 6,035 | $1.1M | Add +0.2% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.13% | 45,842 | $1.1M | Add +0.3% |
| SONY Sony Group Corp. - SP ADR | 0.13% | 50,982 | $1.1M | Reduce -6.8% |
| AMGN Amgen Inc. | 0.13% | 2,956 | $1.1M | Add +8.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.13% | 13,443 | $1.1M | Add +7.4% |
| LITE Lumentum Holdings Inc. | 0.13% | 1,237 | $1.1M | Reduce -32.1% |
| SPG Simon Property Group Inc. | 0.12% | 4,686 | $1.0M | Reduce -7.3% |
| ABNB Airbnb Inc. Class A | 0.12% | 7,714 | $1.0M | Add +105.2% |
| LYG Lloyds Banking Group PLC-ADR | 0.12% | 177,187 | $1.0M | Add +9.4% |
| RS Reliance Inc. | 0.12% | 2,741 | $1.0M | Reduce -13.9% |
| GILD Gilead Sciences Inc. | 0.12% | 8,309 | $1.0M | Add +17.1% |
| UL Unilever PLC-Sponsored ADR | 0.12% | 16,972 | $1.0M | Add +7.9% |
| CRM Salesforce Inc. | 0.12% | 6,418 | $1.0M | Reduce -2.2% |
| JBL Jabil Inc. | 0.12% | 2,642 | $1.0M | Reduce -5.1% |
| ORCL Oracle Corp. | 0.12% | 6,914 | $999K | Reduce -5.1% |
| COST Costco Wholesale Corp. | 0.11% | 33,918 | $972K | Add +4193.4% |
| SPGI S&P Global Inc. | 0.11% | 2,381 | $968K | Reduce -2.9% |
| PFE Pfizer Inc. | 0.11% | 45,568 | $961K | Add +5.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 10,410 | $955K | Add +38.4% |
| XLK SS Technology Select Sector | 0.11% | 5,006 | $954K | Reduce -2.0% |
| RGLD Royal Gold Inc. | 0.11% | 4,756 | $947K | Add +4.4% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 1,853 | $931K | Reduce -4.6% |
| HUBB Hubbell Inc. | 0.10% | 1,695 | $885K | Reduce -13.1% |
| PAYX Paychex Inc. | 0.10% | 8,959 | $881K | Add +19.4% |
| MCK McKesson Corp. | 0.10% | 1,177 | $881K | Add +5.8% |
| STT State Street Corp. | 0.10% | 5,198 | $876K | Add +50.6% |
| GSK GSK PLC-Spon ADR | 0.10% | 16,672 | $872K | Reduce -4.3% |
| DELL Dell Technologies -C | 0.10% | 2,016 | $870K | Add +11.6% |
| DASH DoorDash Inc. Class A | 0.10% | 4,743 | $863K | Add +32.8% |
| UBER Uber Technologies Inc. | 0.10% | 11,967 | $854K | Reduce -5.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.10% | 19,180 | $841K | Add +60.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 10,038 | $841K | Add +224.8% |
| BAC Bank of America Corp. | 0.10% | 15,169 | $837K | Add +21.5% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.10% | 10,160 | $834K | Add +1.0% |
| ABT Abbott Laboratories | 0.10% | 9,010 | $829K | Add +13.2% |
| ESE Esco Technologies Inc. | 0.10% | 2,353 | $824K | Reduce -9.9% |
| AMT American Tower Corp. | 0.10% | 5,017 | $821K | Add +0.3% |
| ED Consolidated Edison Inc. | 0.10% | 7,396 | $818K | Reduce -9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,939 | $817K | Add +81.0% |
| EXPE Expedia Group Inc. | 0.10% | 3,280 | $816K | Reduce -2.2% |
| VGT Vanguard Info Tech ETF | 0.10% | 6,808 | $814K | No change |
| FTI Technipfmc PLC | 0.10% | 12,268 | $813K | Add +5.1% |
| QCOM Qualcomm Inc. | 0.10% | 4,432 | $813K | Add +42.1% |
| MRVL Marvell Technology Inc. | 0.09% | 3,111 | $799K | Reduce -6.0% |
| PGR Progressive Corp. | 0.09% | 3,655 | $796K | Reduce -7.8% |
| NOW ServiceNow Inc. | 0.09% | 7,913 | $793K | Reduce -1.6% |
| PLD Prologis Inc. | 0.09% | 5,855 | $793K | Reduce -5.4% |
| NEM Newmont Corp. | 0.09% | 8,386 | $781K | Reduce -1.4% |
| SCHA Schwab US Small-Cap ETF | 0.09% | 21,425 | $776K | Add +7.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 8,030 | $773K | Reduce -5.0% |
| BIIB Biogen Inc. | 0.09% | 3,573 | $772K | Reduce -9.4% |
| PHM Pultegroup Inc. | 0.09% | 5,644 | $770K | Add +4.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 15,373 | $760K | New |
| ETD Ethan Allen Interiors Inc. | 0.09% | 34,000 | $760K | No change |
| TWLO Twilio Inc. Class A | 0.09% | 3,683 | $753K | Add +92.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.09% | 1,534 | $752K | Add +6.4% |
| IDXX Idexx Laboratories Inc. | 0.09% | 1,405 | $740K | Reduce -3.8% |
| PWR Quanta Services Inc. | 0.09% | 1,040 | $739K | Add +2.3% |
| VNQ Vanguard Real Estate ETF | 0.09% | 8,844 | $738K | Add +43.2% |
| DHI D.R. Horton Inc. | 0.09% | 4,499 | $732K | Add +6.4% |
| ESGV Vanguard ESG US Stock ETF | 0.09% | 5,876 | $723K | Add +19.6% |
| NMR Nomura Holdings Inc.-Spon ADR | 0.08% | 81,348 | $714K | Reduce -14.8% |
| C Citigroup Inc. | 0.08% | 5,883 | $708K | Add +40.5% |
| DE Deere & Co. | 0.08% | 1,120 | $704K | Add +1.1% |
| VTR Ventas Inc. | 0.08% | 7,929 | $703K | Add +18.8% |
| ISRG Intuitive Surgical Inc. | 0.08% | 1,761 | $700K | Reduce -5.8% |
| CPA Copa Holdings SA Class A | 0.08% | 4,495 | $697K | Reduce -4.0% |
| SYK Stryker Corp. | 0.08% | 2,182 | $685K | Add +4.5% |
| TMUS T-Mobile US Inc. | 0.08% | 4,062 | $681K | Reduce -7.9% |
| CTAS Cintas Corp. | 0.08% | 3,971 | $679K | Add +13.8% |
| UCTT Ultra Clean Holdings Inc. | 0.08% | 4,824 | $679K | Reduce -15.5% |
| PCAR Paccar Inc. | 0.08% | 5,659 | $678K | Reduce -0.5% |
| EXC Exelon Corp. | 0.08% | 14,465 | $674K | Reduce -4.3% |
| WCC Wesco International Inc. | 0.08% | 2,060 | $672K | Reduce -0.7% |
| USFD US Foods Holding Corp. | 0.08% | 7,114 | $671K | Add +9.8% |
| VZ Verizon Communications Inc. | 0.08% | 15,774 | $668K | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.08% | 2,716 | $666K | Add +9.6% |
| PNC PNC Financial Services Group | 0.08% | 2,690 | $661K | Reduce -0.2% |
| MCO Moody's Corp. | 0.08% | 1,451 | $654K | Add +27.8% |
| T AT&T Inc. | 0.08% | 31,626 | $653K | Add +4.4% |
| TFC Truist Financial Corp. | 0.08% | 12,953 | $650K | Add +51.3% |
| LYV Live Nation Entertainment Inc. | 0.08% | 3,519 | $644K | Add +5.2% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 11,076 | $642K | Add +14.2% |
| HOOD Robinhood Markets Inc. Class A | 0.08% | 6,377 | $639K | Reduce -12.3% |
| FITB Fifth Third Bancorp | 0.08% | 11,471 | $638K | Reduce -4.0% |
| HWM Howmet Aerospace Inc. | 0.07% | 2,364 | $636K | Reduce -2.6% |
| APH Amphenol Corp. Class A | 0.07% | 3,596 | $634K | Reduce -8.8% |
| SCHX Schwab US Large-Cap ETF | 0.07% | 20,992 | $632K | New |
| SPXC SPX Technologies Inc. | 0.07% | 2,608 | $631K | Reduce -2.4% |
| COF Capital One Financial Corp. | 0.07% | 3,185 | $629K | Reduce -13.0% |
| TTWO Take-Two Interactive Softwre | 0.07% | 2,486 | $621K | Reduce -7.2% |
| EW Edwards Lifesciences Corp. | 0.07% | 6,873 | $621K | Reduce -3.8% |
| ROST Ross Stores Inc. | 0.07% | 2,924 | $619K | Reduce -1.4% |
| EMR Emerson Electric Co. | 0.07% | 4,236 | $606K | Add +13.5% |
| EIX Edison International | 0.07% | 8,058 | $599K | Add +21.1% |
| AFRM Affirm Holdings Inc. | 0.07% | 7,341 | $599K | Reduce -4.7% |
| SCHW Schwab (charles) Corp. | 0.07% | 6,510 | $598K | Reduce -10.4% |
| BCS Barclays PLC-Spons ADR | 0.07% | 23,555 | $597K | Add +39.9% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.07% | 14,303 | $597K | Add +12.4% |
| DRI Darden Restaurants Inc. | 0.07% | 2,883 | $594K | Add +3.8% |
| USB US Bancorp | 0.07% | 9,859 | $590K | Reduce -3.3% |
| CI The Cigna Group | 0.07% | 2,134 | $590K | Add +2.8% |
| BSX Boston Scientific Corp. | 0.07% | 13,811 | $590K | Add +14.3% |
| ING ING Groep N.V.-Sponsored ADR | 0.07% | 18,998 | $585K | Reduce -1.9% |
| ETN Eaton Corp. PLC | 0.07% | 1,372 | $585K | Add +5.4% |
| PG The Procter & Gamble Co. | 0.07% | 22,085 | $577K | Add +535.0% |
| AFL Aflac Inc. | 0.07% | 4,931 | $575K | Reduce -3.2% |
| EFA iShares MSCI Eafe ETF | 0.07% | 5,522 | $574K | Reduce -4.8% |
| DINO HF Sinclair Corp. | 0.07% | 8,207 | $571K | Add +13.5% |
| AWK American Water Works Co. Inc. | 0.07% | 4,333 | $570K | Reduce -28.9% |
| NVT Nvent Electric PLC | 0.07% | 3,348 | $568K | Reduce -24.3% |
| AMP Ameriprise Financial Inc. | 0.07% | 1,241 | $568K | Add +9.5% |
| SRE Sempra | 0.07% | 6,086 | $564K | Reduce -21.4% |
| CBRE CBRE Group Inc. Class A | 0.07% | 4,196 | $560K | Reduce -17.1% |
| HST Host Hotels & Resorts Inc. | 0.07% | 23,598 | $560K | Reduce -12.9% |
| L Loews Corp. | 0.07% | 4,942 | $559K | Add +12.4% |
| NUE Nucor Corp. | 0.07% | 2,506 | $557K | Reduce -6.0% |
| IVW iShares S&P 500 Growth ETF | 0.07% | 4,436 | $556K | Add +22.9% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.07% | 1,842 | $553K | Add +0.3% |
| UBS UBS Group AG-Reg | 0.06% | 11,105 | $550K | Add +31.2% |
| HPE Hewlett Packard Enterprise | 0.06% | 12,157 | $548K | Add +24.8% |
| SNY Sanofi-ADR | 0.06% | 12,764 | $548K | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.06% | 4,093 | $546K | Add +12.3% |
| GSLC Goldman Activebeta US LC ETF | 0.06% | 3,839 | $545K | No change |
| CME Cme Group Inc. | 0.06% | 2,463 | $543K | Add +20.4% |
| GWW WW Grainger Inc. | 0.06% | 401 | $543K | Reduce -2.9% |
| TM Toyota Motor Corp. -Spon ADR | 0.06% | 3,217 | $542K | Add +0.2% |
| CVNA Carvana Co. | 0.06% | 8,196 | $539K | Add +3.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 2,266 | $539K | Add +12.8% |
| IAU iShares Gold Trust | 0.06% | 11,122 | $535K | Add +268.5% |
| MFG Mizuho Financial Group-ADR | 0.06% | 55,740 | $534K | Add +8.4% |
| EBAY eBay Inc. | 0.06% | 4,852 | $532K | Reduce -16.1% |
| ARGX Argenx SE - ADR | 0.06% | 571 | $528K | Add +21.0% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 2,491 | $528K | New |
| RELX Relx PLC - Spon ADR | 0.06% | 16,489 | $522K | Reduce -19.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.06% | 10,014 | $520K | Add +11.6% |
| VRSK Verisk Analytics Inc. | 0.06% | 2,891 | $519K | Add +27.4% |
| ES Eversource Energy | 0.06% | 7,150 | $519K | Reduce -15.8% |
| CIEN Ciena Corp. | 0.06% | 1,041 | $511K | Reduce -6.1% |
| MRSH Marsh & McLennan Cos | 0.06% | 3,058 | $510K | Add +5.1% |
| DLR Digital Realty Trust Inc. | 0.06% | 2,829 | $507K | Add +1.5% |
| WAB Wabtec Corp. | 0.06% | 1,876 | $506K | Add +10.6% |
| EME Emcor Group Inc. | 0.06% | 603 | $501K | Reduce -6.4% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 8,540 | $498K | Add +0.5% |
| DD Dupont DE Nemours Inc. | 0.06% | 3,717 | $493K | Reduce -9.2% |
| CVS CVS Health Corp. | 0.06% | 15,873 | $493K | New |
| VSEC Vse Corp. | 0.06% | 2,148 | $491K | Reduce -18.9% |
| MCD McDonald's Corp. | 0.06% | 37,996 | $491K | Add +5312.5% |
| DHR Danaher Corp. | 0.06% | 2,559 | $491K | Add +9.9% |
| GIS General Mills Inc. | 0.06% | 13,766 | $485K | Add +94.5% |
| ITW Illinois Tool Works | 0.06% | 1,795 | $484K | Reduce -26.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.06% | 10,375 | $483K | Reduce -1.7% |
| PEG Public Service Enterprise GP | 0.06% | 5,919 | $480K | Reduce -7.7% |
| TAK Takeda Pharmaceutic-SP ADR | 0.06% | 29,996 | $480K | Add +2.0% |
| ALL Allstate Corp. | 0.06% | 2,051 | $480K | Add +44.0% |
| CW Curtiss-Wright Corp. | 0.06% | 633 | $480K | Add +1.8% |
| ANET Arista Networks Inc. | 0.06% | 2,813 | $476K | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 681 | $472K | New |
| MSCI MSCI Inc. | 0.06% | 835 | $468K | Reduce -2.2% |
| SNA Snap-on Inc. | 0.05% | 1,158 | $465K | Add +30.6% |
| NWG Natwest Group PLC -Spon ADR | 0.05% | 26,348 | $465K | Reduce -8.1% |
| SITM Sitime Corp. | 0.05% | 621 | $463K | Reduce -17.2% |
| KEYS Keysight Technologies Inc. | 0.05% | 1,320 | $462K | Reduce -9.9% |
| FTAI Ftai Aviation Ltd. | 0.05% | 1,700 | $460K | Add +12.0% |
| ROK Rockwell Automation Inc. | 0.05% | 923 | $457K | Reduce -14.8% |
| Q Qnity Electronics Inc. | 0.05% | 2,792 | $456K | Reduce -2.0% |
| LSCC Lattice Semiconductor Corp. | 0.05% | 2,970 | $454K | Add +24.6% |
| FIX Comfort Systems USA Inc. | 0.05% | 229 | $454K | Reduce -3.4% |
| DK Delek US Holdings Inc. | 0.05% | 8,955 | $453K | Reduce -15.0% |
| AEIS Advanced Energy Industries | 0.05% | 1,207 | $450K | Reduce -22.0% |
| PRU Prudential Financial Inc. | 0.05% | 4,144 | $447K | Add +18.6% |
| LOW Lowe's Cos Inc. | 0.05% | 2,035 | $447K | Reduce -3.1% |
| IUSG iShares Core S&P U.S. Growth | 0.05% | 2,359 | $444K | Reduce -2.7% |
| CNC Centene Corp. | 0.05% | 6,862 | $442K | Reduce -8.8% |
| TNL Travel + Leisure Co. | 0.05% | 5,861 | $440K | Reduce -15.2% |
| IWM iShares Russell 2000 ETF | 0.05% | 1,451 | $436K | Reduce -4.0% |
| MDT Medtronic PLC | 0.05% | 5,417 | $431K | Add +69.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.05% | 169,106 | $429K | New |
| SNOW Snowflake Inc. | 0.05% | 1,684 | $426K | Add +12.0% |
| CFG Citizens Financial Group | 0.05% | 6,164 | $426K | Reduce -6.3% |
| AER Aercap Holdings NV | 0.05% | 2,927 | $424K | Reduce -0.2% |
| MLM Martin Marietta Materials | 0.05% | 726 | $419K | Reduce -2.3% |
| BR Broadridge Financial Solutio | 0.05% | 3,049 | $418K | Add +5.8% |
| REPX Riley Exploration Permian Inc. | 0.05% | 12,667 | $418K | Reduce -34.7% |
| CARR Carrier Global Corp. | 0.05% | 5,618 | $412K | Add +32.5% |
| VEEV Veeva Systems Inc. Class A | 0.05% | 2,288 | $406K | Reduce -17.7% |
| RMD Resmed Inc. | 0.05% | 2,083 | $406K | Reduce -1.1% |
| GDDY GoDaddy Inc. Class A | 0.05% | 4,774 | $405K | Add +14.5% |
| NAT Nordic American Tankers Ltd. | 0.05% | 72,786 | $403K | Reduce -19.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 3,204 | $402K | Reduce -10.9% |
| PECO Phillips Edison & Company Inc. | 0.05% | 9,613 | $400K | Add +0.4% |
| TER Teradyne Inc. | 0.05% | 906 | $397K | Add +6.6% |
| AVB Avalonbay Communities Inc. | 0.05% | 2,094 | $395K | Add +3.6% |
| PH Parker Hannifin Corp. | 0.05% | 419 | $393K | Add +9.4% |
| DEO Diageo PLC-Sponsored ADR | 0.05% | 4,608 | $391K | Add +3.4% |
| INTU Intuit Inc. | 0.05% | 1,450 | $383K | Add +0.3% |
| APP AppLovin Corp. Class A | 0.04% | 732 | $377K | Reduce -21.5% |
| TNK Teekay Tankers Ltd. Class A | 0.04% | 5,799 | $376K | Reduce -6.0% |
| DCI Donaldson Co. Inc. | 0.04% | 4,178 | $374K | Reduce -31.5% |
| DHT DHT Holdings Inc. | 0.04% | 22,760 | $374K | Reduce -5.8% |
| BN Brookfield Corp. | 0.04% | 8,762 | $373K | Add +25.7% |
| XLF SS Financial Select Sector | 0.04% | 8,679 | $371K | Add +107.9% |
| HBAN Huntington Bancshares Inc. | 0.04% | 20,770 | $367K | Add +23.0% |
| CPNG Coupang Inc. | 0.04% | 20,940 | $364K | Reduce -7.6% |
| RBLX Roblox Corp. Class A | 0.04% | 6,633 | $361K | Reduce -21.1% |
| XYL Xylem Inc. | 0.04% | 3,047 | $360K | Reduce -2.0% |
| EXR Extra Space Storage Inc. | 0.04% | 2,478 | $360K | Reduce -4.5% |
| RDDT Reddit Inc. Class A | 0.04% | 2,059 | $358K | New |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 4,354 | $357K | Add +0.3% |
| SNX TD Synnex Corp. | 0.04% | 1,327 | $355K | Reduce -13.0% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 3,112 | $354K | Reduce -18.4% |
| REGN Regeneron Pharmaceuticals | 0.04% | 562 | $353K | Reduce -10.9% |
| KWEB Kranesh Csi China Internet | 0.04% | 7,967 | $351K | New |
| TT Trane Technologies PLC | 0.04% | 713 | $350K | Add +10.9% |
| CMG Chipotle Mexican Grill Inc. | 0.04% | 10,106 | $350K | Reduce -27.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.04% | 4,461 | $345K | Add +22.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.04% | 1,503 | $345K | Reduce -3.1% |
| BLK BlackRock Inc. | 0.04% | 358 | $342K | Reduce -19.2% |
| SHW The Sherwin-Williams Co. | 0.04% | 1,000 | $341K | Add +49.7% |
| PPG PPG Industries Inc. | 0.04% | 2,811 | $341K | Add +32.7% |
| JCI Johnson Controls Internation | 0.04% | 2,328 | $340K | Reduce -7.7% |
| CL Colgate-Palmolive Co. | 0.04% | 3,727 | $340K | Reduce -17.8% |
| DLTR Dollar Tree Inc. | 0.04% | 2,792 | $338K | Reduce -15.2% |
| AON Aon PLC Class A | 0.04% | 1,015 | $336K | Add +10.4% |
| EQH Equitable Holdings Inc. | 0.04% | 7,636 | $335K | New |
| WBD Warner Bros Discovery Inc. | 0.04% | 12,585 | $333K | Reduce -26.8% |
| TYL Tyler Technologies Inc. | 0.04% | 1,130 | $331K | Add +28.7% |
| EQIX Equinix Inc. | 0.04% | 316 | $329K | Reduce -15.1% |
| MCHP Microchip Technology Inc. | 0.04% | 3,634 | $329K | Reduce -2.2% |
| FWONK Liberty Media Corp. Class C | 0.04% | 3,546 | $326K | New |
| AXON Axon Enterprise Inc. | 0.04% | 591 | $324K | Add +3.1% |
| PKE Park Aerospace Corp. | 0.04% | 8,494 | $324K | Reduce -10.8% |
| RTX RTX Corp. | 0.04% | 2,354 | $320K | New |
| DOV Dover Corp. | 0.04% | 1,424 | $319K | Add +19.4% |
| BTI British American Tob-SP ADR | 0.04% | 5,157 | $318K | Add +2.8% |
| CMS CMS Energy Corp. | 0.04% | 4,134 | $316K | New |
| ELV Elevance Health Inc. | 0.04% | 805 | $313K | Reduce -25.4% |
| SAN Banco Santander SA-Spon ADR | 0.04% | 34,633 | $312K | Add +73.5% |
| RBA RB Global Inc. | 0.04% | 2,616 | $305K | New |
| DOCU Docusign Inc. | 0.04% | 6,201 | $304K | New |
| STLD Steel Dynamics Inc. | 0.04% | 1,664 | $300K | Add +41.7% |
| ADI Analog Devices Inc. | 0.04% | 750 | $298K | Add +2.3% |
| CMI Cummins Inc. | 0.04% | 434 | $297K | New |
| CCI Crown Castle Inc. | 0.03% | 3,898 | $296K | Reduce -11.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.03% | 3,882 | $295K | New |
| ICE Intercontinental Exchange Inc. | 0.03% | 2,393 | $294K | Reduce -8.1% |
| MNST Monster Beverage Corp. | 0.03% | 3,034 | $292K | New |
| SYY Sysco Corp. | 0.03% | 3,487 | $292K | Add +15.7% |
| ROP Roper Technologies Inc. | 0.03% | 861 | $291K | Reduce -11.8% |
| KLIC Kulicke & Soffa Industries | 0.03% | 2,139 | $286K | New |
| VONG Vanguard Russell 1000 Growth | 0.03% | 2,234 | $286K | No change |
| AEG Aegon Ltd.-NY Reg SHR | 0.03% | 33,721 | $285K | Add +1.6% |
| SYNA Synaptics Inc. | 0.03% | 2,789 | $284K | New |
| TRV The Travelers Cos Inc. | 0.03% | 859 | $284K | Reduce -5.1% |
| COHR Coherent Corp. | 0.03% | 718 | $283K | New |
| TRS Trimas Corp. | 0.03% | 6,281 | $283K | Reduce -5.2% |
| IVE iShares S&P 500 Value ETF | 0.03% | 1,234 | $280K | Add +0.4% |
| ON On Semiconductor | 0.03% | 2,966 | $279K | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.03% | 3,198 | $279K | Add +12.4% |
| KDP Keurig Dr Pepper Inc. | 0.03% | 8,507 | $279K | Add +11.7% |
| CDNS Cadence Design SYS Inc. | 0.03% | 746 | $279K | New |
| VXUS Vanguard Total Intl Stock | 0.03% | 3,249 | $278K | Add +0.6% |
| VFH Vanguard Financials ETF | 0.03% | 2,252 | $277K | Add +14.4% |
| R Ryder System Inc. | 0.03% | 1,064 | $277K | New |
| MTSI Macom Technology Solutions H | 0.03% | 726 | $276K | New |
| APO Apollo Global Management Inc. | 0.03% | 2,348 | $276K | Reduce -18.2% |
| JQUA JPMorgan US Quality Factor | 0.03% | 3,813 | $276K | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.03% | 4,744 | $274K | Reduce -11.3% |
| TGT Target Corp. | 0.03% | 2,006 | $273K | New |
| IR Ingersoll-Rand Inc. | 0.03% | 3,326 | $273K | Reduce -23.6% |
| URI United Rentals Inc. | 0.03% | 239 | $271K | New |
| FICO Fair Isaac Corp. | 0.03% | 225 | $269K | Reduce -23.5% |
| LAMR Lamar Advertising Co. Class A | 0.03% | 1,717 | $268K | Reduce -3.6% |
| IMCB iShares Morningstar Mid-Cap | 0.03% | 2,751 | $266K | Add +5.5% |
| VNOM Viper Energy Inc. Class A | 0.03% | 6,229 | $264K | Reduce -46.4% |
| KEY Keycorp | 0.03% | 11,729 | $260K | Reduce -18.8% |
| STZ Constellation Brands Inc. Class A | 0.03% | 1,850 | $260K | Reduce -13.0% |
| DGX Quest Diagnostics Inc. | 0.03% | 1,217 | $257K | New |
| EXPD Expeditors Intl Wash Inc. | 0.03% | 1,588 | $256K | Reduce -23.5% |
| VVX V2X Inc. | 0.03% | 3,437 | $256K | Reduce -14.7% |
| MET Metlife Inc. | 0.03% | 3,015 | $255K | Add +0.6% |
| SGI Somnigroup International Inc. | 0.03% | 3,263 | $255K | Reduce -5.0% |
| AIG American International Group | 0.03% | 3,432 | $252K | Add +7.5% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.03% | 3,649 | $251K | No change |
| NOK Nokia Corp.-Spon ADR | 0.03% | 18,879 | $251K | Add +50.8% |
| TDG Transdigm Group Inc. | 0.03% | 188 | $248K | New |
| AGNC AGNC Investment Corp. | 0.03% | 22,765 | $248K | Reduce -17.1% |
| CPAY Corpay Inc. | 0.03% | 744 | $248K | Reduce -20.8% |
| HTO H2O America | 0.03% | 4,053 | $246K | Reduce -22.6% |
| WY Weyerhaeuser Co. | 0.03% | 10,288 | $246K | Reduce -29.4% |
| NTB Bank of N.T. Butterfield&son | 0.03% | 4,139 | $246K | New |
| RPM RPM International Inc. | 0.03% | 2,213 | $246K | New |
| OTIS Otis Worldwide Corp. | 0.03% | 3,348 | $246K | Add +3.0% |
| CMCSA Comcast Corp. Class A | 0.03% | 9,733 | $245K | Add +23.2% |
| WMT Walmart Inc. | 0.03% | 2,142 | $245K | Add +0.9% |
| GFS Globalfoundries Inc. | 0.03% | 2,965 | $244K | New |
| SCHD Schwab US DVD Equity ETF | 0.03% | 7,424 | $243K | Add +5.1% |
| PPL PPL Corp. | 0.03% | 6,639 | $241K | New |
| ACGL Arch Capital Group Ltd. | 0.03% | 2,475 | $240K | New |
| MTRN Materion Corp. | 0.03% | 804 | $239K | New |
| MTZ Mastec Inc. | 0.03% | 574 | $239K | New |
| AIT Applied Industrial Tech Inc. | 0.03% | 706 | $239K | New |
| SNPS Synopsys Inc. | 0.03% | 536 | $238K | Reduce -26.1% |
| ZS Zscaler Inc. | 0.03% | 1,684 | $238K | New |
| CAH Cardinal Health Inc. | 0.03% | 1,013 | $237K | Add +0.4% |
| COUR Coursera Inc. | 0.03% | 14,069 | $235K | New |
| CRDO Credo Technology Group Holdi | 0.03% | 923 | $234K | New |
| CPK Chesapeake Utilities Corp. | 0.03% | 1,921 | $234K | Reduce -9.4% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 1,963 | $232K | New |
| GDX Vaneck Gold Miners ETF | 0.03% | 3,036 | $229K | New |
| BWA Borgwarner Inc. | 0.03% | 3,467 | $229K | Reduce -29.6% |
| PSMT Pricesmart Inc. | 0.03% | 1,171 | $229K | New |
| NI Nisource Inc. | 0.03% | 4,784 | $227K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 1,146 | $227K | New |
| HEI.A Heico Corp. Class A | 0.03% | 873 | $225K | New |
| GLD SPDR Gold Shares | 0.03% | 1,323 | $224K | New |
| FLEX Flex Ltd. | 0.03% | 1,380 | $224K | New |
| PEN Penumbra Inc. | 0.03% | 706 | $223K | New |
| PLNT Planet Fitness Inc. Class A | 0.03% | 4,227 | $221K | New |
| SPAB SS SPDR P Agg Bond ETF | 0.03% | 8,616 | $219K | New |
| NVR NVR Inc. | 0.03% | 32 | $218K | New |
| AEE Ameren Corporation | 0.03% | 1,928 | $218K | New |
| IWN iShares Russell 2000 Value E | 0.03% | 1,418 | $217K | New |
| ITOT iShares Core S&P Total U.S. | 0.03% | 1,342 | $217K | New |
| GLNG Golar LNG Ltd. | 0.03% | 4,371 | $216K | Reduce -3.7% |
| PSO Pearson PLC-Sponsored ADR | 0.03% | 13,451 | $214K | Reduce -11.6% |
| ORLY O'reilly Automotive Inc. | 0.03% | 2,309 | $213K | New |
| NJR New Jersey Resources Corp. | 0.02% | 3,764 | $209K | Reduce -9.1% |
| PHG Koninklijke Philips NVR- NY | 0.02% | 7,691 | $209K | Add +4.0% |
| SWX Southwest Gas Holdings Inc. | 0.02% | 2,352 | $209K | New |
| TPR Tapestry Inc. | 0.02% | 1,487 | $208K | Reduce -5.5% |
| APD Air Products & Chemicals Inc. | 0.02% | 709 | $208K | Reduce -32.7% |
| CWT California Water Service Grp | 0.02% | 4,242 | $206K | New |
| CAG Conagra Brands Inc. | 0.02% | 14,990 | $203K | Add +10.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 692 | $202K | New |
| SFL SFL Corp. Ltd. | 0.02% | 19,684 | $201K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 2,101 | $201K | New |
| DB Deutsche Bank AG-Registered | 0.02% | 5,941 | $201K | New |
| NPO Enpro Inc. | 0.02% | 532 | $201K | New |
| KVUE Kenvue Inc. | 0.02% | 10,416 | $199K | Reduce -25.2% |
| RNGR Ranger Energy Services Class A | 0.02% | 11,265 | $180K | New |
| VOD Vodafone Group PLC-SP ADR | 0.02% | 13,341 | $175K | New |
| SHE SS SPDR MSCI U Gend Div ETF | 0.02% | 144,811 | $145K | New |
| AVK Advent Convert & Income | 0.02% | 11,014 | $144K | Reduce -3.3% |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.01% | 10,943 | $122K | Add +0.1% |
| KOS Kosmos Energy Ltd. | 0.01% | 53,927 | $114K | Reduce -44.6% |
| IE Ivanhoe Electric Inc. / US | 0.01% | 11,831 | $114K | New |
| ICL Icl Group Ltd. | 0.01% | 18,437 | $92K | New |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 24,295 | $91K | Reduce -55.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 37,015 | $91K | New |
| AMPY Amplify Energy Corp. | 0.01% | 21,457 | $85K | Reduce -52.2% |
| SCHP Schwab U.S. Tips ETF | 0.01% | 40,115 | $75K | New |
| ACHR Archer Aviation Inc. Class A | 0.01% | 13,834 | $65K | Add +27.1% |
| LZM Lifezone Metals Ltd. | 0.01% | 13,692 | $53K | Reduce -35.8% |
| TMCI Treace Medical Concepts Inc. | 0.01% | 13,268 | $53K | New |
| DC Dakota Gold Corp. | 0.01% | 10,886 | $46K | Reduce -29.6% |
| JNK SS SPDR BB High Yield Bond | 0.01% | 43,304 | $43K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 13,638 | $16K | New |