| AAPL Apple Inc. | 6.20% | 113,590 | $25.2M | Add +0.8% |
| CVX Chevron Corp. | 5.48% | 133,353 | $22.3M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 5.24% | 179,268 | $21.3M | Add +0.2% |
| ADP Automatic Data Processing | 3.27% | 43,608 | $13.3M | Reduce -0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.14% | 16 | $12.8M | No change |
| JNJ Johnson & Johnson | 2.83% | 69,409 | $11.5M | Add +0.0% |
| MSFT Microsoft Corp. | 2.76% | 29,900 | $11.2M | Add +4.6% |
| LLY Eli Lilly & Co. | 2.45% | 12,061 | $10.0M | Add +9.1% |
| JPM JPMorgan Chase & Co. | 1.76% | 29,217 | $7.2M | Add +2.2% |
| AMZN Amazon.com Inc. | 1.59% | 33,937 | $6.5M | Add +1.8% |
| HD Home Depot Inc. | 1.52% | 16,847 | $6.2M | Add +0.8% |
| PG The Procter & Gamble Co. | 1.45% | 34,619 | $5.9M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.43% | 10,920 | $5.8M | Add +1.8% |
| V Visa Inc. Class A | 1.29% | 15,035 | $5.3M | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 1.29% | 9,363 | $5.3M | Reduce -5.8% |
| NVDA Nvidia Corp. | 1.24% | 46,685 | $5.1M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.24% | 9,783 | $5.0M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 1.20% | 31,351 | $4.9M | Reduce -4.6% |
| VRSK Verisk Analytics Inc. | 1.14% | 15,634 | $4.7M | Add +0.0% |
| AVGO Broadcom Inc. | 1.06% | 25,674 | $4.3M | Add +0.5% |
| WMT Walmart Inc. | 1.05% | 48,649 | $4.3M | Add +6.3% |
| GOOGL Alphabet Inc. Class A | 0.97% | 25,610 | $4.0M | Reduce -1.3% |
| RTX RTX Corp. | 0.86% | 26,431 | $3.5M | Add +1.1% |
| TGT Target Corp. | 0.81% | 31,750 | $3.3M | Reduce -2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 6,975 | $3.3M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 5,769 | $3.2M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.74% | 5,199 | $3.0M | Add +2.4% |
| MRK Merck & Co. Inc. | 0.72% | 32,818 | $2.9M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.70% | 13,524 | $2.8M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.67% | 18,078 | $2.7M | Reduce -10.3% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 52,075 | $2.6M | No change |
| DE Deere & Co. | 0.61% | 5,315 | $2.5M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.60% | 4,454 | $2.4M | Add +2.0% |
| SYK Stryker Corp. | 0.57% | 6,241 | $2.3M | Add +6.8% |
| MCD McDonald's Corp. | 0.55% | 7,181 | $2.2M | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.53% | 34,758 | $2.1M | Reduce -2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.52% | 8,187 | $2.1M | Reduce -0.2% |
| ITOT iShares Core S&P Total U.S. | 0.50% | 16,830 | $2.1M | Add +9.2% |
| VYM Vanguard High DVD Yield ETF | 0.50% | 15,681 | $2.0M | Reduce -3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 8,005 | $2.0M | Add +0.6% |
| CAT Caterpillar Inc. | 0.49% | 6,029 | $2.0M | Reduce -1.6% |
| IWM iShares Russell 2000 ETF | 0.48% | 9,846 | $2.0M | Reduce -0.2% |
| MCO Moody's Corp. | 0.47% | 4,116 | $1.9M | Reduce -0.1% |
| TT Trane Technologies PLC | 0.46% | 5,599 | $1.9M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 6,653 | $1.8M | No change |
| BLK BlackRock Inc. | 0.44% | 1,877 | $1.8M | Reduce -2.0% |
| UNP Union Pacific Corp. | 0.43% | 7,361 | $1.7M | Add +2.0% |
| COST Costco Wholesale Corp. | 0.42% | 1,816 | $1.7M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.42% | 21,718 | $1.7M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 7,598 | $1.7M | Reduce -0.0% |
| NFLX Netflix Inc. | 0.41% | 1,804 | $1.7M | Reduce -2.2% |
| CL Colgate-Palmolive Co. | 0.40% | 17,443 | $1.6M | Add +20.8% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 15,581 | $1.6M | Add +1.3% |
| KMB Kimberly-Clark Corp. | 0.40% | 11,396 | $1.6M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.40% | 22,605 | $1.6M | Add +10.2% |
| JPST JPMorgan Ultra-Short Income | 0.39% | 31,696 | $1.6M | Add +11.4% |
| VGIT Vanguard Intermediate-Term T | 0.39% | 26,797 | $1.6M | Reduce -1.7% |
| IVW iShares S&P 500 Growth ETF | 0.39% | 17,111 | $1.6M | Reduce -4.5% |
| ADBE Adobe Inc. | 0.39% | 4,100 | $1.6M | Add +1.8% |
| PANW Palo Alto Networks Inc. | 0.38% | 9,120 | $1.6M | Add +3.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.38% | 4,566 | $1.5M | Add +3.0% |
| NSC Norfolk Southern Corp. | 0.37% | 6,369 | $1.5M | Reduce -2.0% |
| ACN Accenture PLC Class A | 0.37% | 4,765 | $1.5M | Reduce -0.9% |
| GD General Dynamics Corp. | 0.36% | 5,434 | $1.5M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 0.36% | 3,283 | $1.5M | Reduce -1.0% |
| ETN Eaton Corp. PLC | 0.35% | 5,178 | $1.4M | Add +31.8% |
| CMI Cummins Inc. | 0.33% | 4,288 | $1.3M | Add +29.6% |
| IWF iShares Russell 1000 Growth | 0.33% | 3,662 | $1.3M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 6,773 | $1.3M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.32% | 4,879 | $1.3M | Add +6.6% |
| AMGN Amgen Inc. | 0.32% | 4,192 | $1.3M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.31% | 2,441 | $1.3M | Reduce -4.7% |
| WFC Wells Fargo & Co. | 0.31% | 17,650 | $1.3M | Reduce -1.0% |
| HON Honeywell International Inc. | 0.31% | 5,898 | $1.2M | Reduce -2.8% |
| LHX L3HARRIS Technologies Inc. | 0.30% | 5,752 | $1.2M | Reduce -2.6% |
| CAFX Congress Intermediate Bond filed as PROFESIONALLY MANAGED PORTFO | 0.29% | 48,153 | $1.2M | New |
| GS Goldman Sachs Group Inc. | 0.29% | 2,185 | $1.2M | Add +9.4% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 20,188 | $1.2M | No change |
| CVS CVS Health Corp. | 0.29% | 17,263 | $1.2M | Add +0.7% |
| SO The Southern Co. | 0.28% | 12,293 | $1.1M | Add +18.3% |
| MMM 3M Co. | 0.27% | 7,528 | $1.1M | Add +19.3% |
| DGRO iShares Core Dividend Growth | 0.27% | 17,846 | $1.1M | Add +3.5% |
| CI The Cigna Group | 0.27% | 3,332 | $1.1M | Reduce -0.5% |
| ORCL Oracle Corp. | 0.27% | 7,806 | $1.1M | Reduce -3.1% |
| ITW Illinois Tool Works | 0.27% | 4,400 | $1.1M | Add +8.8% |
| NEE Nextera Energy Inc. | 0.27% | 15,312 | $1.1M | Add +13.2% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 17,504 | $1.1M | Add +0.4% |
| AFL Aflac Inc. | 0.25% | 9,239 | $1.0M | No change |
| EMR Emerson Electric Co. | 0.25% | 9,299 | $1.0M | Add +2.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.24% | 995 | $983K | Add +0.2% |
| COP Conocophillips | 0.24% | 9,185 | $965K | Reduce -2.4% |
| DHR Danaher Corp. | 0.24% | 4,682 | $960K | Reduce -2.1% |
| DUK Duke Energy Corp. | 0.23% | 7,623 | $930K | Reduce -2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 9,381 | $926K | Reduce -3.7% |
| PFE Pfizer Inc. | 0.23% | 36,516 | $925K | Reduce -10.4% |
| LNG Cheniere Energy Inc. | 0.23% | 3,963 | $917K | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.22% | 11,858 | $897K | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 5,127 | $886K | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 1,765 | $878K | Add +1.0% |
| VGSH Vanguard Short-Term Treasury | 0.22% | 14,932 | $876K | Reduce -0.8% |
| TSLA Tesla Inc. | 0.21% | 3,323 | $861K | Add +0.7% |
| VONV Vanguard Russell 1000 Value | 0.20% | 10,090 | $833K | Add +63.8% |
| NKE Nike Inc. Class B | 0.20% | 13,111 | $832K | Add +22.4% |
| ABT Abbott Laboratories | 0.20% | 6,263 | $831K | Reduce -1.9% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 12,211 | $829K | Reduce -4.7% |
| EFA iShares MSCI Eafe ETF | 0.20% | 10,029 | $820K | Reduce -5.3% |
| ECL Ecolab Inc. | 0.20% | 3,224 | $817K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.20% | 11,592 | $805K | Add +20.3% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 4,005 | $802K | Add +21.2% |
| SON Sonoco Products Co. | 0.19% | 16,788 | $793K | No change |
| IVE iShares S&P 500 Value ETF | 0.19% | 4,052 | $772K | Reduce -3.3% |
| AXP American Express Co. | 0.19% | 2,862 | $770K | Reduce -2.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.19% | 1,147 | $760K | Add +6.4% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 8,563 | $728K | Add +1.4% |
| QCOM Qualcomm Inc. | 0.18% | 4,646 | $714K | Reduce -0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 4,114 | $713K | Add +5.8% |
| VZ Verizon Communications Inc. | 0.17% | 15,628 | $709K | Add +1.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 13,745 | $699K | Add +96.1% |
| PSX Phillips 66 | 0.17% | 5,549 | $685K | Reduce -0.1% |
| CB Chubb Ltd. | 0.17% | 2,226 | $672K | Reduce -1.7% |
| DOV Dover Corp. | 0.16% | 3,758 | $660K | Reduce -5.7% |
| TRV The Travelers Cos Inc. | 0.16% | 2,476 | $655K | Reduce -1.0% |
| MO Altria Group Inc. | 0.16% | 10,850 | $651K | Add +0.7% |
| BA The Boeing Co. | 0.16% | 3,804 | $649K | Add +13.1% |
| VGLT Vanguard Long-Term Treasury | 0.16% | 11,181 | $644K | No change |
| UBER Uber Technologies Inc. | 0.16% | 8,819 | $643K | Add +14.2% |
| UPS United Parcel Service Class B | 0.16% | 5,795 | $637K | Reduce -5.8% |
| DD Dupont DE Nemours Inc. | 0.16% | 8,457 | $632K | No change |
| SBUX Starbucks Corp. | 0.15% | 6,259 | $614K | Reduce -14.8% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 5,143 | $604K | Reduce -1.2% |
| IAU iShares Gold Trust | 0.15% | 10,060 | $593K | Add +10.7% |
| FEUS NT ESG Clim US LC ETF | 0.14% | 9,500 | $590K | No change |
| T AT&T Inc. | 0.14% | 20,824 | $589K | Reduce -2.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 3,521 | $584K | Add +0.3% |
| GLD SPDR Gold Shares | 0.14% | 1,969 | $567K | Add +25.3% |
| PAYX Paychex Inc. | 0.14% | 3,664 | $565K | No change |
| PNC PNC Financial Services Group | 0.14% | 3,142 | $552K | Reduce -1.4% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.14% | 5,574 | $550K | Reduce -9.3% |
| FCX Freeport-McMoran Inc. | 0.13% | 14,474 | $548K | Reduce -12.5% |
| WTM White Mountains Insurance GP | 0.13% | 284 | $547K | No change |
| PM Philip Morris International | 0.13% | 3,443 | $547K | Add +2.0% |
| CMCSA Comcast Corp. Class A | 0.13% | 14,711 | $543K | Reduce -19.6% |
| USB US Bancorp | 0.13% | 12,852 | $543K | Add +4.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 4,403 | $536K | Add +7.3% |
| APD Air Products & Chemicals Inc. | 0.13% | 1,816 | $536K | Reduce -0.6% |
| EFV iShares MSCI Eafe Value ETF | 0.13% | 8,978 | $529K | Reduce -0.4% |
| HELO JPMorgan Hedged Equity ETF | 0.13% | 8,797 | $525K | Add +2.9% |
| IWD iShares Russell 1000 Value E | 0.13% | 2,729 | $513K | Reduce -0.7% |
| IUSV iShares Core S&P U.S. Value | 0.12% | 5,494 | $507K | Reduce -10.3% |
| NVS Novartis AG-Sponsored ADR | 0.12% | 4,526 | $505K | Add +15.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 6,381 | $504K | Add +12.3% |
| O Realty Income Corp. | 0.12% | 8,592 | $498K | Add +9.8% |
| NOBL Proshares S&P 500 Dividend A | 0.12% | 4,866 | $497K | No change |
| GILD Gilead Sciences Inc. | 0.12% | 4,412 | $494K | Reduce -5.0% |
| IEMG iShares Core MSCI Emerging | 0.12% | 9,113 | $492K | Reduce -43.6% |
| NOW ServiceNow Inc. | 0.12% | 611 | $486K | Reduce -1.8% |
| SHEL Shell PLC-ADR | 0.12% | 6,595 | $483K | Add +13.1% |
| SCHD Schwab US DVD Equity ETF | 0.12% | 17,082 | $477K | Add +1.0% |
| IYW iShares Ustechnology ETF | 0.12% | 3,345 | $470K | Reduce -16.7% |
| AEP American Electric Power | 0.12% | 4,296 | $469K | Reduce -0.1% |
| C Citigroup Inc. | 0.11% | 6,528 | $463K | Add +36.8% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 10,070 | $456K | Reduce -38.3% |
| TXN Texas Instruments Inc. | 0.11% | 2,519 | $453K | Reduce -4.1% |
| IR Ingersoll-Rand Inc. | 0.11% | 5,637 | $451K | Add +0.5% |
| AMD Advanced Micro Devices | 0.11% | 4,386 | $451K | Add +20.3% |
| BX Blackstone Inc. | 0.11% | 3,124 | $437K | Add +30.7% |
| VLO Valero Energy Corp. | 0.11% | 3,301 | $436K | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 19,542 | $431K | Add +2.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 2,665 | $428K | Reduce -1.0% |
| ANET Arista Networks Inc. | 0.10% | 5,501 | $426K | Add +1.2% |
| CEG Constellation Energy | 0.10% | 2,109 | $425K | Add +11.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.10% | 5,772 | $424K | Add +3.4% |
| TILT NT Mstar US Ftilt ETF | 0.10% | 2,045 | $421K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 1,767 | $412K | Reduce -2.4% |
| CARR Carrier Global Corp. | 0.10% | 6,458 | $409K | Reduce -1.7% |
| NOC Northrop Grumman Corp. | 0.10% | 799 | $409K | Reduce -2.4% |
| OKE Oneok Inc. | 0.10% | 4,116 | $408K | Add +32.1% |
| FNF Fidelity National Financial | 0.10% | 6,261 | $407K | No change |
| DVY iShares Select Dividend ETF | 0.10% | 2,962 | $398K | Reduce -1.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.10% | 4,495 | $387K | Reduce -3.2% |
| KVUE Kenvue Inc. | 0.09% | 16,107 | $386K | Reduce -7.5% |
| MS Morgan Stanley | 0.09% | 3,293 | $384K | Reduce -3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 9,153 | $382K | Reduce -11.6% |
| GLW Corning Inc. | 0.09% | 8,302 | $380K | Reduce -1.9% |
| BHP BHP Group Ltd.-Spon ADR | 0.09% | 7,764 | $377K | Add +3.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.09% | 9,156 | $373K | Add +27.3% |
| BSX Boston Scientific Corp. | 0.09% | 3,694 | $373K | Reduce -0.8% |
| SCHB Schwab US Broad Market ETF | 0.09% | 17,010 | $366K | Add +9.3% |
| EXC Exelon Corp. | 0.09% | 7,733 | $356K | Reduce -0.4% |
| MET Metlife Inc. | 0.09% | 4,430 | $356K | Reduce -1.7% |
| IQDF NT Intl Qual Div ETF | 0.09% | 14,263 | $356K | No change |
| OTIS Otis Worldwide Corp. | 0.09% | 3,443 | $355K | Reduce -0.7% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.09% | 4,388 | $354K | Add +4.7% |
| KKR KKR & Co. Inc. | 0.09% | 3,017 | $349K | Add +8.0% |
| AVY Avery Dennison Corp. | 0.08% | 1,941 | $345K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 977 | $344K | Add +48.3% |
| MRSH Marsh & McLennan Cos | 0.08% | 1,400 | $342K | Reduce -1.2% |
| ISRG Intuitive Surgical Inc. | 0.08% | 687 | $340K | Add +4.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 691 | $335K | Reduce -0.1% |
| STT State Street Corp. | 0.08% | 3,700 | $331K | No change |
| INTU Intuit Inc. | 0.08% | 538 | $330K | Reduce -16.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.08% | 7,695 | $322K | Add +44.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 4,817 | $317K | No change |
| FDX FedEx Corp. | 0.08% | 1,278 | $312K | No change |
| PKG Packaging Corp. of America | 0.08% | 1,573 | $311K | Add +0.6% |
| MAR Marriott International Class A | 0.08% | 1,307 | $311K | Reduce -5.8% |
| BP BP PLC-Spons ADR | 0.08% | 9,191 | $311K | Add +16.9% |
| GEV GE Vernova Inc. | 0.08% | 1,013 | $309K | Add +41.9% |
| CLX Clorox Company | 0.08% | 2,100 | $309K | No change |
| D Dominion Energy Inc. | 0.08% | 5,482 | $307K | Add +16.2% |
| AER Aercap Holdings NV | 0.07% | 2,985 | $305K | Reduce -10.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.07% | 5,913 | $302K | Reduce -0.9% |
| SCHF Schwab Intl Equity ETF | 0.07% | 15,201 | $301K | Reduce -7.5% |
| HCA HCA Healthcare Inc. | 0.07% | 855 | $295K | Add +8.1% |
| SGOV iShares 0-3 Month Treasury B | 0.07% | 2,931 | $295K | New |
| HDV iShares Core High Dividend E | 0.07% | 2,427 | $294K | No change |
| LH Labcorp Holdings Inc. | 0.07% | 1,256 | $292K | No change |
| WM Waste Management Inc. | 0.07% | 1,262 | $292K | Reduce -2.6% |
| ACWI iShares MSCI Acwi ETF | 0.07% | 2,473 | $288K | Reduce -6.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.07% | 829 | $286K | Add +0.1% |
| FSIG FT Ltd. Duration Inv Grade | 0.07% | 15,079 | $285K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 758 | $281K | Add +12.8% |
| UL Unilever PLC | 0.07% | 4,719 | $281K | Add +2.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.07% | 2,996 | $275K | Reduce -0.7% |
| AMT American Tower Corp. | 0.07% | 1,263 | $275K | Reduce -5.4% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 2,170 | $273K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 3,236 | $271K | Add +1.4% |
| WMB Williams Cos Inc. | 0.07% | 4,534 | $271K | Add +18.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.07% | 2,696 | $270K | No change |
| BN Brookfield Corp. | 0.07% | 5,075 | $266K | Add +1.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.07% | 5,470 | $264K | No change |
| LIN Linde PLC | 0.06% | 561 | $261K | Reduce -9.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.06% | 3,482 | $260K | Reduce -5.9% |
| CMS CMS Energy Corp. | 0.06% | 3,459 | $260K | Reduce -1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,905 | $258K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.06% | 16,770 | $258K | Add +13.5% |
| MDT Medtronic PLC | 0.06% | 2,854 | $256K | Reduce -4.3% |
| YOU Clear Secure Inc. Class A | 0.06% | 9,901 | $256K | No change |
| EXE Expand Energy Corp. | 0.06% | 2,299 | $256K | Add +1.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 5,240 | $256K | Add +0.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 4,630 | $253K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.06% | 2,624 | $253K | Reduce -15.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.06% | 2,861 | $252K | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.06% | 414 | $252K | Reduce -4.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.06% | 2,490 | $250K | No change |
| AGG iShares Core U.S. Aggregate | 0.06% | 2,528 | $250K | Add +10.6% |
| INTC Intel Corp. | 0.06% | 10,998 | $250K | Reduce -0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 1,441 | $246K | Reduce -3.1% |
| GNR State Street SPDR S&P Global | 0.06% | 4,623 | $246K | No change |
| MCK McKesson Corp. | 0.06% | 365 | $246K | New |
| SHW The Sherwin-Williams Co. | 0.06% | 703 | $245K | Reduce -21.4% |
| FISV Fiserv Inc. | 0.06% | 1,110 | $245K | No change |
| WEC WEC Energy Group Inc. | 0.06% | 2,246 | $245K | Reduce -0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.06% | 2,327 | $244K | Reduce -10.8% |
| BIV Vanguard Intermediate-Term B | 0.06% | 3,141 | $240K | No change |
| ICE Intercontinental Exchange Inc. | 0.06% | 1,380 | $238K | Reduce -4.8% |
| OGE Oge Energy Corp. | 0.06% | 5,155 | $237K | Reduce -2.4% |
| OEF iShares S&P 100 ETF | 0.06% | 870 | $236K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.06% | 2,888 | $234K | Add +20.9% |
| GUNR NT Mstar GLBL NR ETF | 0.06% | 6,020 | $234K | Reduce -5.5% |
| MBB iShares MBS ETF | 0.06% | 2,489 | $233K | New |
| IHE iShares US Pharmaceuticals E | 0.06% | 3,300 | $233K | No change |
| PPG PPG Industries Inc. | 0.06% | 2,122 | $232K | Reduce -3.4% |
| CTVA Corteva Inc. | 0.06% | 3,684 | $232K | Reduce -10.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.06% | 4,983 | $231K | New |
| BABA Alibaba Group Holding-SP ADR | 0.06% | 1,728 | $228K | New |
| GOVT iShares US Treasury Bond ETF | 0.06% | 9,871 | $227K | Reduce -25.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.06% | 8,292 | $226K | New |
| IGV iShares Expanded Tech-Softwa | 0.06% | 2,525 | $225K | No change |
| ALLE Allegion PLC | 0.06% | 1,720 | $224K | No change |
| ALL Allstate Corp. | 0.05% | 1,079 | $223K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.05% | 5,525 | $223K | New |
| MDY State Street SPDR S&P Midcap | 0.05% | 415 | $221K | No change |
| XLK SS Technology Select Sector | 0.05% | 1,065 | $220K | No change |
| PLD Prologis Inc. | 0.05% | 1,967 | $220K | New |
| CP Canadian Pacific Kansas City | 0.05% | 3,109 | $218K | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 3,809 | $218K | No change |
| RUSHA Rush Enterprises Inc. Class A | 0.05% | 4,050 | $216K | No change |
| LRCX Lam Research Corp. | 0.05% | 2,950 | $214K | Reduce -0.6% |
| ORLY O'reilly Automotive Inc. | 0.05% | 149 | $213K | New |
| USIG iShares Broad Usd Investment | 0.05% | 4,159 | $212K | Reduce -3.8% |
| AVUV Avantis US Small Cap Value | 0.05% | 2,434 | $212K | Reduce -7.3% |
| DON Wisdomtree US Midcap Dividen | 0.05% | 4,200 | $208K | No change |
| FTNT Fortinet Inc. | 0.05% | 2,155 | $207K | No change |
| FLR Fluor Corp. | 0.05% | 5,768 | $207K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.05% | 7,033 | $206K | Reduce -1.0% |
| EES Wisdomtree US Smallcap Fund | 0.05% | 4,200 | $205K | No change |
| BR Broadridge Financial Solutio | 0.05% | 846 | $205K | New |
| COF Capital One Financial Corp. | 0.05% | 1,143 | $205K | New |
| SAP Sap SE-Sponsored ADR | 0.05% | 762 | $205K | New |
| BKNG Booking Holdings Inc. | 0.05% | 44 | $203K | No change |
| LEN Lennar Corp. Class A | 0.05% | 1,761 | $202K | Add +0.2% |
| SOXX iShares Semiconductor ETF | 0.05% | 1,074 | $202K | No change |
| HYGV NT HY Val-SCRD BD ETF | 0.05% | 4,977 | $201K | No change |
| HLN Haleon PLC-ADR | 0.04% | 15,059 | $155K | Reduce -1.5% |
| WIT Wipro Ltd.-ADR | 0.02% | 24,324 | $74K | Reduce -10.9% |