| AAPL Apple Inc. | 6.98% | 112,648 | $28.2M | Add +0.7% |
| CVX Chevron Corp. | 4.81% | 134,296 | $19.5M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 4.77% | 178,976 | $19.3M | Reduce -0.3% |
| ADP Automatic Data Processing | 3.18% | 43,853 | $12.8M | Add +1.3% |
| MSFT Microsoft Corp. | 2.98% | 28,584 | $12.0M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.70% | 16 | $10.9M | Add +6.7% |
| JNJ Johnson & Johnson | 2.48% | 69,384 | $10.0M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 2.11% | 11,054 | $8.5M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 1.81% | 33,329 | $7.3M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 1.70% | 28,576 | $6.8M | Reduce -1.1% |
| HD Home Depot Inc. | 1.61% | 16,714 | $6.5M | Add +0.2% |
| NVDA Nvidia Corp. | 1.55% | 46,640 | $6.3M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 1.55% | 32,869 | $6.3M | Reduce -0.4% |
| AVGO Broadcom Inc. | 1.47% | 25,537 | $5.9M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 1.45% | 9,935 | $5.8M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 1.36% | 32,870 | $5.5M | Reduce -3.3% |
| VOO Vanguard S&P 500 ETF | 1.26% | 9,466 | $5.1M | Add +4.2% |
| V Visa Inc. Class A | 1.22% | 15,603 | $4.9M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 1.22% | 25,959 | $4.9M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 10,723 | $4.9M | Add +3.3% |
| TGT Target Corp. | 1.09% | 32,588 | $4.4M | Add +0.1% |
| VRSK Verisk Analytics Inc. | 1.07% | 15,630 | $4.3M | Reduce -0.0% |
| WMT Walmart Inc. | 1.02% | 45,773 | $4.1M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.89% | 7,011 | $3.6M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 5,757 | $3.4M | Add +8.9% |
| MRK Merck & Co. Inc. | 0.82% | 33,367 | $3.3M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.76% | 20,156 | $3.1M | Reduce -6.7% |
| RTX RTX Corp. | 0.75% | 26,154 | $3.0M | Add +3.2% |
| META Meta Platforms Inc. Class A | 0.74% | 5,076 | $3.0M | Reduce -2.1% |
| VEA Vanguard Ftse Developed ETF | 0.62% | 52,075 | $2.5M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.60% | 13,588 | $2.4M | Reduce -0.0% |
| MA Mastercard Inc. Class A | 0.57% | 4,368 | $2.3M | Add +3.5% |
| DE Deere & Co. | 0.56% | 5,330 | $2.3M | Reduce -2.6% |
| CAT Caterpillar Inc. | 0.55% | 6,129 | $2.2M | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.54% | 9,862 | $2.2M | Add +2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.54% | 8,207 | $2.2M | Reduce -0.0% |
| MCD McDonald's Corp. | 0.53% | 7,330 | $2.1M | Add +0.7% |
| SYK Stryker Corp. | 0.52% | 5,841 | $2.1M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.52% | 35,512 | $2.1M | Reduce -1.5% |
| VYM Vanguard High DVD Yield ETF | 0.51% | 16,212 | $2.1M | Add +2.8% |
| TT Trane Technologies PLC | 0.51% | 5,574 | $2.1M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 0.49% | 15,410 | $2.0M | Add +10.1% |
| BLK BlackRock Inc. | 0.49% | 1,916 | $2.0M | Add +0.7% |
| MCO Moody's Corp. | 0.48% | 4,119 | $1.9M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 6,653 | $1.9M | Add +52.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 7,599 | $1.8M | Add +3.4% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 17,911 | $1.8M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.44% | 4,026 | $1.8M | Add +2.7% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 15,389 | $1.8M | Add +11.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 7,960 | $1.7M | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.42% | 4,807 | $1.7M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.42% | 1,837 | $1.7M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.41% | 7,215 | $1.6M | Add +0.8% |
| NFLX Netflix Inc. | 0.41% | 1,844 | $1.6M | Add +4.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.40% | 4,433 | $1.6M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.40% | 21,864 | $1.6M | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.40% | 3,317 | $1.6M | Reduce -0.6% |
| PANW Palo Alto Networks Inc. | 0.40% | 8,828 | $1.6M | Reduce -1.2% |
| VGIT Vanguard Intermediate-Term T | 0.39% | 27,258 | $1.6M | Add +6.2% |
| CRM Salesforce Inc. | 0.38% | 4,575 | $1.5M | Add +0.5% |
| NSC Norfolk Southern Corp. | 0.38% | 6,497 | $1.5M | Add +1.4% |
| KMB Kimberly-Clark Corp. | 0.37% | 11,496 | $1.5M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.36% | 3,662 | $1.5M | Reduce -2.5% |
| GD General Dynamics Corp. | 0.36% | 5,450 | $1.4M | Reduce -1.3% |
| JPST JPMorgan Ultra-Short Income | 0.35% | 28,446 | $1.4M | Reduce -0.3% |
| HON Honeywell International Inc. | 0.34% | 6,069 | $1.4M | Add +0.1% |
| ORCL Oracle Corp. | 0.33% | 8,060 | $1.3M | Add +1.0% |
| TSLA Tesla Inc. | 0.33% | 3,300 | $1.3M | Add +5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 6,797 | $1.3M | Reduce -4.2% |
| CL Colgate-Palmolive Co. | 0.32% | 14,440 | $1.3M | Reduce -13.1% |
| ETN Eaton Corp. PLC | 0.32% | 3,928 | $1.3M | Add +16.0% |
| UNH Unitedhealth Group Inc. | 0.32% | 2,562 | $1.3M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.32% | 20,520 | $1.3M | Add +10.4% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 20,188 | $1.3M | Add +17.1% |
| WFC Wells Fargo & Co. | 0.31% | 17,830 | $1.3M | Reduce -4.5% |
| LHX L3HARRIS Technologies Inc. | 0.31% | 5,904 | $1.2M | Reduce -0.5% |
| CMI Cummins Inc. | 0.29% | 3,308 | $1.2M | Add +0.6% |
| GS Goldman Sachs Group Inc. | 0.28% | 1,997 | $1.1M | Add +0.3% |
| EMR Emerson Electric Co. | 0.28% | 9,119 | $1.1M | Reduce -12.9% |
| AMGN Amgen Inc. | 0.27% | 4,246 | $1.1M | Add +0.6% |
| DHR Danaher Corp. | 0.27% | 4,782 | $1.1M | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 9,740 | $1.1M | Reduce -19.2% |
| PFE Pfizer Inc. | 0.27% | 40,767 | $1.1M | Reduce -17.0% |
| DGRO iShares Core Dividend Growth | 0.26% | 17,236 | $1.1M | Reduce -2.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.26% | 993 | $1.0M | No change |
| ITW Illinois Tool Works | 0.25% | 4,044 | $1.0M | Reduce -1.3% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 17,432 | $986K | Add +4.4% |
| NEE Nextera Energy Inc. | 0.24% | 13,525 | $970K | Reduce -0.3% |
| AFL Aflac Inc. | 0.24% | 9,239 | $956K | Add +0.5% |
| COP Conocophillips | 0.23% | 9,411 | $933K | Add +9.4% |
| CI The Cigna Group | 0.23% | 3,347 | $924K | Reduce -2.6% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 1,748 | $909K | Add +2.6% |
| VGSH Vanguard Short-Term Treasury | 0.22% | 15,048 | $875K | Reduce -3.0% |
| AXP American Express Co. | 0.22% | 2,948 | $875K | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 5,129 | $868K | Add +0.8% |
| SO The Southern Co. | 0.21% | 10,394 | $856K | Reduce -1.9% |
| LNG Cheniere Energy Inc. | 0.21% | 3,970 | $853K | Reduce -5.6% |
| IEMG iShares Core MSCI Emerging | 0.21% | 16,164 | $844K | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 12,004 | $844K | Add +21.6% |
| DUK Duke Energy Corp. | 0.21% | 7,782 | $838K | Add +6.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.21% | 9,636 | $829K | Add +8.0% |
| SON Sonoco Products Co. | 0.20% | 16,788 | $820K | No change |
| MMM 3M Co. | 0.20% | 6,309 | $814K | Reduce -1.6% |
| NKE Nike Inc. Class B | 0.20% | 10,707 | $810K | Add +54.0% |
| EFA iShares MSCI Eafe ETF | 0.20% | 10,590 | $801K | Reduce -2.0% |
| IVE iShares S&P 500 Value ETF | 0.20% | 4,189 | $800K | Reduce -4.6% |
| UPS United Parcel Service Class B | 0.19% | 6,149 | $775K | Reduce -3.2% |
| CVS CVS Health Corp. | 0.19% | 17,149 | $770K | Reduce -6.5% |
| MDLZ Mondelez International Inc. Class A | 0.19% | 12,813 | $765K | Reduce -2.8% |
| ECL Ecolab Inc. | 0.19% | 3,224 | $755K | Reduce -0.8% |
| DOV Dover Corp. | 0.19% | 3,987 | $748K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 1,078 | $747K | Add +21.9% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 8,449 | $747K | No change |
| ABT Abbott Laboratories | 0.18% | 6,382 | $722K | Add +11.4% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 16,331 | $719K | Add +4.6% |
| QCOM Qualcomm Inc. | 0.18% | 4,678 | $719K | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 3,512 | $694K | Reduce -4.4% |
| CMCSA Comcast Corp. Class A | 0.17% | 18,296 | $686K | Reduce -10.9% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 3,890 | $682K | Add +7.7% |
| SBUX Starbucks Corp. | 0.17% | 7,350 | $671K | Add +1.4% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 5,204 | $660K | Add +2.1% |
| NOW ServiceNow Inc. | 0.16% | 622 | $659K | Add +6.7% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.16% | 6,146 | $648K | No change |
| DD Dupont DE Nemours Inc. | 0.16% | 8,457 | $645K | Reduce -2.3% |
| IYW iShares Ustechnology ETF | 0.16% | 4,015 | $640K | Add +49.8% |
| PSX Phillips 66 | 0.16% | 5,553 | $633K | Add +0.4% |
| FCX Freeport-McMoran Inc. | 0.16% | 16,549 | $630K | Add +17.0% |
| CB Chubb Ltd. | 0.15% | 2,264 | $626K | Reduce -1.1% |
| FEUS NT ESG Clim US LC ETF | 0.15% | 9,500 | $624K | No change |
| VGLT Vanguard Long-Term Treasury | 0.15% | 11,181 | $619K | No change |
| PNC PNC Financial Services Group | 0.15% | 3,188 | $615K | No change |
| VZ Verizon Communications Inc. | 0.15% | 15,370 | $614K | Reduce -6.5% |
| TRV The Travelers Cos Inc. | 0.15% | 2,500 | $602K | Add +0.3% |
| ANET Arista Networks Inc. | 0.15% | 5,436 | $601K | Add +0.2% |
| BA The Boeing Co. | 0.15% | 3,363 | $595K | Reduce -27.8% |
| USB US Bancorp | 0.15% | 12,350 | $591K | Add +1.8% |
| IUSV iShares Core S&P U.S. Value | 0.14% | 6,124 | $567K | No change |
| MO Altria Group Inc. | 0.14% | 10,770 | $563K | Add +1.9% |
| WTM White Mountains Insurance GP | 0.14% | 284 | $552K | No change |
| GE General Electric filed as GE AEROSPACE | 0.14% | 3,304 | $551K | Add +2.0% |
| HELO JPMorgan Hedged Equity ETF | 0.13% | 8,550 | $530K | Add +102.6% |
| APD Air Products & Chemicals Inc. | 0.13% | 1,827 | $530K | Add +0.9% |
| PAYX Paychex Inc. | 0.13% | 3,664 | $514K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 2,749 | $509K | Add +4.3% |
| IR Ingersoll-Rand Inc. | 0.13% | 5,610 | $507K | Reduce -0.0% |
| VONV Vanguard Russell 1000 Value | 0.12% | 6,159 | $500K | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 4,104 | $496K | Reduce -3.0% |
| TXN Texas Instruments Inc. | 0.12% | 2,626 | $492K | Add +5.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.12% | 4,645 | $488K | Reduce -20.7% |
| T AT&T Inc. | 0.12% | 21,327 | $486K | Reduce -1.4% |
| NOBL Proshares S&P 500 Dividend A | 0.12% | 4,866 | $484K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.12% | 9,014 | $473K | Add +7.3% |
| UBER Uber Technologies Inc. | 0.12% | 7,721 | $466K | Add +23.8% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 16,912 | $462K | Add +8.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 10,359 | $455K | Add +2.6% |
| IAU iShares Gold Trust | 0.11% | 9,091 | $450K | Add +9.5% |
| CARR Carrier Global Corp. | 0.11% | 6,569 | $448K | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.11% | 1,811 | $447K | Add +2.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 5,684 | $443K | Add +12.7% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 19,080 | $442K | No change |
| TILT NT Mstar US Ftilt ETF | 0.11% | 2,045 | $442K | New |
| AMD Advanced Micro Devices | 0.11% | 3,645 | $440K | Reduce -5.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 2,693 | $436K | No change |
| GILD Gilead Sciences Inc. | 0.11% | 4,643 | $429K | Reduce -0.9% |
| MS Morgan Stanley | 0.11% | 3,393 | $427K | Add +8.4% |
| CEG Constellation Energy | 0.10% | 1,892 | $423K | Add +1.3% |
| O Realty Income Corp. | 0.10% | 7,828 | $418K | Add +0.1% |
| KKR KKR & Co. Inc. | 0.10% | 2,794 | $413K | Reduce -17.5% |
| BX Blackstone Inc. | 0.10% | 2,391 | $412K | Add +0.9% |
| VLO Valero Energy Corp. | 0.10% | 3,316 | $407K | Add +0.5% |
| PM Philip Morris International | 0.10% | 3,374 | $406K | Reduce -7.3% |
| INTU Intuit Inc. | 0.10% | 646 | $406K | Add +3.5% |
| GLW Corning Inc. | 0.10% | 8,467 | $402K | Reduce -0.7% |
| AEP American Electric Power | 0.10% | 4,300 | $397K | Add +0.6% |
| DVY iShares Select Dividend ETF | 0.10% | 3,012 | $395K | Reduce -2.4% |
| MAR Marriott International Class A | 0.10% | 1,387 | $387K | Reduce -0.6% |
| NOC Northrop Grumman Corp. | 0.10% | 819 | $384K | Add +5.5% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 3,935 | $383K | Add +1.9% |
| GLD SPDR Gold Shares | 0.09% | 1,571 | $380K | No change |
| KVUE Kenvue Inc. | 0.09% | 17,409 | $372K | Add +4.0% |
| MET Metlife Inc. | 0.09% | 4,508 | $369K | Reduce -7.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.09% | 5,580 | $366K | Reduce -4.3% |
| BHP BHP Group Ltd.-Spon ADR | 0.09% | 7,483 | $365K | Add +3.0% |
| SHEL Shell PLC-ADR | 0.09% | 5,831 | $365K | Reduce -1.6% |
| AVY Avery Dennison Corp. | 0.09% | 1,941 | $363K | No change |
| STT State Street Corp. | 0.09% | 3,700 | $363K | No change |
| FDX FedEx Corp. | 0.09% | 1,278 | $360K | Reduce -12.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 7,008 | $355K | Add +10.9% |
| SCHB Schwab US Broad Market ETF | 0.09% | 15,557 | $353K | Reduce -1.1% |
| PKG Packaging Corp. of America | 0.09% | 1,563 | $352K | No change |
| FNF Fidelity National Financial | 0.09% | 6,261 | $351K | No change |
| ISRG Intuitive Surgical Inc. | 0.09% | 660 | $344K | Add +22.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.08% | 3,016 | $341K | Add +0.7% |
| CLX Clorox Company | 0.08% | 2,100 | $341K | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.08% | 4,193 | $338K | Reduce -0.7% |
| C Citigroup Inc. | 0.08% | 4,772 | $336K | Add +0.9% |
| BSX Boston Scientific Corp. | 0.08% | 3,725 | $333K | Add +2.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 4,817 | $332K | New |
| IQDF NT Intl Qual Div ETF | 0.08% | 14,263 | $332K | Add +14.9% |
| DEO Diageo PLC-Sponsored ADR | 0.08% | 2,609 | $332K | Add +8.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.08% | 3,104 | $329K | Reduce -20.3% |
| TEVA Teva Pharmaceutical-SP ADR | 0.08% | 14,770 | $325K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.08% | 7,193 | $323K | Add +10.8% |
| OTIS Otis Worldwide Corp. | 0.08% | 3,468 | $321K | No change |
| AER Aercap Holdings NV | 0.08% | 3,335 | $319K | Reduce -8.3% |
| OKE Oneok Inc. | 0.08% | 3,116 | $313K | New |
| ACWI iShares MSCI Acwi ETF | 0.08% | 2,635 | $310K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 5,968 | $305K | Add +32.2% |
| SCHF Schwab Intl Equity ETF | 0.08% | 16,429 | $304K | Add +2.9% |
| SHW The Sherwin-Williams Co. | 0.08% | 894 | $304K | Add +1.6% |
| GOVT iShares US Treasury Bond ETF | 0.08% | 13,224 | $304K | Reduce -5.8% |
| MRSH Marsh & McLennan Cos | 0.07% | 1,417 | $301K | Reduce -1.4% |
| EXC Exelon Corp. | 0.07% | 7,763 | $292K | Add +0.6% |
| LH Labcorp Holdings Inc. | 0.07% | 1,256 | $288K | Add +1.1% |
| BN Brookfield Corp. | 0.07% | 4,982 | $286K | Reduce -0.8% |
| FLR Fluor Corp. | 0.07% | 5,768 | $284K | No change |
| FSIG FT Ltd. Duration Inv Grade | 0.07% | 15,079 | $284K | New |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 2,170 | $281K | Add +10.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 692 | $279K | Add +2.2% |
| PH Parker Hannifin Corp. | 0.07% | 435 | $277K | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 672 | $276K | New |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.07% | 3,512 | $273K | New |
| HDV iShares Core High Dividend E | 0.07% | 2,427 | $272K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 2,876 | $267K | Reduce -4.4% |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 1,487 | $265K | No change |
| YOU Clear Secure Inc. Class A | 0.07% | 9,901 | $264K | Reduce -5.7% |
| PPG PPG Industries Inc. | 0.07% | 2,197 | $262K | Reduce -2.3% |
| UL Unilever PLC | 0.06% | 4,628 | $262K | Add +5.2% |
| WM Waste Management Inc. | 0.06% | 1,296 | $262K | Add +0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 4,630 | $261K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.06% | 5,470 | $261K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.06% | 2,696 | $261K | Reduce -3.6% |
| LIN Linde PLC | 0.06% | 619 | $259K | Add +0.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.06% | 3,699 | $259K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 5,228 | $256K | No change |
| D Dominion Energy Inc. | 0.06% | 4,716 | $254K | Add +0.2% |
| AVUV Avantis US Small Cap Value | 0.06% | 2,625 | $253K | Add +12.5% |
| IGV iShares Expanded Tech-Softwa | 0.06% | 2,525 | $253K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,905 | $252K | Reduce -2.2% |
| OEF iShares S&P 100 ETF | 0.06% | 870 | $251K | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.06% | 2,490 | $250K | No change |
| XLK SS Technology Select Sector | 0.06% | 1,065 | $248K | Add +14.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 3,193 | $245K | Add +0.7% |
| AMT American Tower Corp. | 0.06% | 1,335 | $245K | Add +1.8% |
| YUM Yum! Brands Inc. | 0.06% | 1,808 | $243K | New |
| LEN Lennar Corp. Class A | 0.06% | 1,757 | $240K | Reduce -3.0% |
| MDT Medtronic PLC | 0.06% | 2,982 | $238K | Reduce -7.7% |
| HCA HCA Healthcare Inc. | 0.06% | 791 | $237K | Reduce -16.7% |
| MDY State Street SPDR S&P Midcap | 0.06% | 415 | $236K | Reduce -10.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 828 | $235K | Add +1.4% |
| GEV GE Vernova Inc. | 0.06% | 714 | $235K | New |
| BIV Vanguard Intermediate-Term B | 0.06% | 3,141 | $235K | Add +0.6% |
| CMS CMS Energy Corp. | 0.06% | 3,508 | $234K | Reduce -0.9% |
| CTVA Corteva Inc. | 0.06% | 4,096 | $233K | Add +11.2% |
| URI United Rentals Inc. | 0.06% | 331 | $233K | Add +5.1% |
| BP BP PLC-Spons ADR | 0.06% | 7,865 | $232K | Reduce -9.6% |
| GUNR NT Mstar GLBL NR ETF | 0.06% | 6,371 | $232K | New |
| SOXX iShares Semiconductor ETF | 0.06% | 1,074 | $231K | No change |
| GNR State Street SPDR S&P Global | 0.06% | 4,623 | $230K | No change |
| FISV Fiserv Inc. | 0.06% | 1,110 | $228K | New |
| FIS Fidelity National Info Serv | 0.06% | 2,810 | $227K | Add +4.1% |
| EES Wisdomtree US Smallcap Fund | 0.06% | 4,200 | $227K | No change |
| EQIX Equinix Inc. | 0.06% | 240 | $226K | Reduce -0.8% |
| EXE Expand Energy Corp. | 0.06% | 2,270 | $226K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 659 | $225K | New |
| CP Canadian Pacific Kansas City | 0.06% | 3,114 | $225K | Add +2.9% |
| ADSK Autodesk Inc. | 0.06% | 761 | $225K | Add +0.1% |
| ALLE Allegion PLC | 0.06% | 1,720 | $225K | No change |
| INTC Intel Corp. | 0.05% | 11,077 | $222K | Reduce -34.4% |
| RUSHA Rush Enterprises Inc. Class A | 0.05% | 4,050 | $222K | No change |
| AGG iShares Core U.S. Aggregate | 0.05% | 2,285 | $221K | New |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 3,809 | $219K | New |
| BKNG Booking Holdings Inc. | 0.05% | 44 | $219K | New |
| OGE Oge Energy Corp. | 0.05% | 5,280 | $218K | No change |
| USIG iShares Broad Usd Investment | 0.05% | 4,321 | $217K | Add +1.3% |
| IHE iShares US Pharmaceuticals E | 0.05% | 3,300 | $217K | No change |
| ICE Intercontinental Exchange Inc. | 0.05% | 1,450 | $216K | Add +1.2% |
| XBI SS SPDR S&P Biotech ETF | 0.05% | 2,388 | $215K | No change |
| LRCX Lam Research Corp. | 0.05% | 2,969 | $214K | Reduce -0.7% |
| DON Wisdomtree US Midcap Dividen | 0.05% | 4,200 | $214K | No change |
| WEC WEC Energy Group Inc. | 0.05% | 2,249 | $211K | New |
| ALL Allstate Corp. | 0.05% | 1,079 | $208K | New |
| WMB Williams Cos Inc. | 0.05% | 3,834 | $207K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.05% | 898 | $207K | New |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 2,669 | $206K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.05% | 7,101 | $206K | New |
| DOW Dow Inc. | 0.05% | 5,103 | $205K | Reduce -9.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.05% | 5,326 | $204K | Reduce -7.4% |
| J Jacobs Solutions Inc. | 0.05% | 1,524 | $204K | New |
| FTNT Fortinet Inc. | 0.05% | 2,155 | $204K | New |
| ADI Analog Devices Inc. | 0.05% | 957 | $203K | Add +0.7% |
| MSCI MSCI Inc. | 0.05% | 338 | $203K | New |
| HYGV NT HY Val-SCRD BD ETF | 0.05% | 4,977 | $202K | No change |
| CCI Crown Castle Inc. | 0.05% | 2,211 | $201K | Add +4.7% |
| HLN Haleon PLC-ADR | 0.04% | 15,285 | $146K | Add +1.8% |
| WIT Wipro Ltd.-ADR | 0.02% | 27,310 | $96K | No change |
| ABEV Ambev SA-ADR | 0.01% | 19,448 | $36K | No change |