| AAPL Apple Inc. | 5.44% | 111,333 | $22.8M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 4.59% | 178,676 | $19.3M | Reduce -0.3% |
| CVX Chevron Corp. | 4.53% | 132,898 | $19.0M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.40% | 28,666 | $14.3M | Reduce -4.1% |
| ADP Automatic Data Processing | 3.20% | 43,597 | $13.4M | Reduce -0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.78% | 16 | $11.7M | No change |
| JNJ Johnson & Johnson | 2.52% | 69,327 | $10.6M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 2.15% | 11,559 | $9.0M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 1.99% | 28,823 | $8.4M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 1.79% | 34,288 | $7.5M | Add +1.0% |
| NVDA Nvidia Corp. | 1.74% | 46,262 | $7.3M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.65% | 25,176 | $6.9M | Reduce -1.9% |
| HD Home Depot Inc. | 1.36% | 15,580 | $5.7M | Reduce -7.5% |
| GOOG Alphabet Inc. Class C | 1.35% | 31,999 | $5.7M | Add +2.1% |
| VOO Vanguard S&P 500 ETF | 1.32% | 9,731 | $5.5M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 1.28% | 33,688 | $5.4M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.28% | 11,026 | $5.4M | Add +1.0% |
| V Visa Inc. Class A | 1.23% | 14,554 | $5.2M | Reduce -3.2% |
| WMT Walmart Inc. | 1.11% | 47,536 | $4.6M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 1.07% | 7,250 | $4.5M | Reduce -22.6% |
| GOOGL Alphabet Inc. Class A | 1.04% | 24,818 | $4.4M | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 6,738 | $4.2M | Add +16.8% |
| META Meta Platforms Inc. Class A | 0.92% | 5,243 | $3.9M | Add +0.8% |
| VRSK Verisk Analytics Inc. | 0.92% | 12,333 | $3.8M | Reduce -21.1% |
| RTX RTX Corp. | 0.90% | 25,999 | $3.8M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.89% | 6,771 | $3.7M | Reduce -2.9% |
| VEA Vanguard Ftse Developed ETF | 0.77% | 56,748 | $3.2M | Add +9.0% |
| TGT Target Corp. | 0.74% | 31,296 | $3.1M | Reduce -1.4% |
| DE Deere & Co. | 0.64% | 5,315 | $2.7M | No change |
| ABBV Abbvie Inc. | 0.62% | 13,977 | $2.6M | Add +3.4% |
| MA Mastercard Inc. Class A | 0.60% | 4,466 | $2.5M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.59% | 31,378 | $2.5M | Reduce -4.4% |
| SYK Stryker Corp. | 0.59% | 6,236 | $2.5M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.58% | 18,155 | $2.5M | Add +7.9% |
| CSCO Cisco Systems Inc. | 0.57% | 34,726 | $2.4M | Reduce -0.1% |
| TT Trane Technologies PLC | 0.57% | 5,496 | $2.4M | Reduce -1.8% |
| NFLX Netflix Inc. | 0.57% | 1,794 | $2.4M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 8,036 | $2.4M | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 8,187 | $2.3M | No change |
| CAT Caterpillar Inc. | 0.54% | 5,784 | $2.2M | Reduce -4.1% |
| PEP Pepsico Inc. | 0.52% | 16,495 | $2.2M | Reduce -8.8% |
| IWM iShares Russell 2000 ETF | 0.50% | 9,734 | $2.1M | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 0.50% | 15,650 | $2.1M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.49% | 5,350 | $2.1M | Add +30.5% |
| MCO Moody's Corp. | 0.49% | 4,105 | $2.1M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 6,653 | $2.0M | No change |
| SCHW Schwab (charles) Corp. | 0.47% | 21,741 | $2.0M | Add +0.1% |
| BLK BlackRock Inc. | 0.47% | 1,864 | $2.0M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.46% | 6,552 | $1.9M | Reduce -8.8% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 37,036 | $1.9M | Add +16.9% |
| PANW Palo Alto Networks Inc. | 0.44% | 9,109 | $1.9M | Reduce -0.1% |
| IVW iShares S&P 500 Growth ETF | 0.44% | 16,852 | $1.9M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 0.44% | 5,185 | $1.9M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 7,728 | $1.8M | Add +1.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.43% | 4,592 | $1.8M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.43% | 1,809 | $1.8M | Reduce -0.4% |
| VGIT Vanguard Intermediate-Term T | 0.41% | 29,041 | $1.7M | Add +8.4% |
| ORCL Oracle Corp. | 0.41% | 7,773 | $1.7M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.40% | 7,331 | $1.7M | Reduce -0.4% |
| NSC Norfolk Southern Corp. | 0.39% | 6,368 | $1.6M | Reduce -0.0% |
| IWF iShares Russell 1000 Growth | 0.38% | 3,790 | $1.6M | Add +3.5% |
| KO The Coca-Cola Co. | 0.38% | 22,727 | $1.6M | Add +0.5% |
| CL Colgate-Palmolive Co. | 0.38% | 17,443 | $1.6M | No change |
| GD General Dynamics Corp. | 0.38% | 5,434 | $1.6M | No change |
| GS Goldman Sachs Group Inc. | 0.37% | 2,218 | $1.6M | Add +1.5% |
| KMB Kimberly-Clark Corp. | 0.35% | 11,433 | $1.5M | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.34% | 3,116 | $1.4M | Reduce -5.1% |
| LHX L3HARRIS Technologies Inc. | 0.34% | 5,750 | $1.4M | Reduce -0.0% |
| WFC Wells Fargo & Co. | 0.34% | 17,632 | $1.4M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.34% | 4,721 | $1.4M | Reduce -0.9% |
| CMI Cummins Inc. | 0.33% | 4,288 | $1.4M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 6,814 | $1.4M | Add +0.6% |
| HON Honeywell International Inc. | 0.33% | 5,883 | $1.4M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.31% | 4,749 | $1.3M | Reduce -2.7% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 20,188 | $1.3M | No change |
| CAFX Congress Intermediate Bond filed as PROFESIONALLY MANAGED PORTFO | 0.30% | 49,949 | $1.2M | Add +3.7% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 11,299 | $1.2M | Reduce -27.5% |
| DGRO iShares Core Dividend Growth | 0.29% | 18,821 | $1.2M | Add +5.5% |
| EMR Emerson Electric Co. | 0.28% | 8,707 | $1.2M | Reduce -6.4% |
| CVS CVS Health Corp. | 0.27% | 16,537 | $1.1M | Reduce -4.2% |
| SO The Southern Co. | 0.27% | 12,293 | $1.1M | No change |
| MMM 3M Co. | 0.27% | 7,378 | $1.1M | Reduce -2.0% |
| CI The Cigna Group | 0.26% | 3,304 | $1.1M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 8,720 | $1.1M | Reduce -7.0% |
| ITW Illinois Tool Works | 0.26% | 4,340 | $1.1M | Reduce -1.4% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 4,138 | $1.1M | Add +3.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.25% | 993 | $1.0M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.24% | 3,200 | $1.0M | Reduce -3.7% |
| LNG Cheniere Energy Inc. | 0.23% | 3,962 | $965K | Reduce -0.0% |
| AMGN Amgen Inc. | 0.23% | 3,438 | $960K | Reduce -18.0% |
| VGSH Vanguard Short-Term Treasury | 0.23% | 16,177 | $951K | Add +8.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 11,341 | $947K | Reduce -4.4% |
| AFL Aflac Inc. | 0.22% | 8,851 | $933K | Reduce -4.2% |
| AXP American Express Co. | 0.22% | 2,900 | $925K | Add +1.3% |
| NEE Nextera Energy Inc. | 0.22% | 13,210 | $917K | Reduce -13.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 5,127 | $906K | No change |
| DUK Duke Energy Corp. | 0.21% | 7,623 | $900K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 1,116 | $894K | Reduce -2.7% |
| ECL Ecolab Inc. | 0.21% | 3,311 | $892K | Add +2.7% |
| DHR Danaher Corp. | 0.21% | 4,511 | $891K | Reduce -3.6% |
| EFA iShares MSCI Eafe ETF | 0.21% | 9,962 | $890K | Reduce -0.7% |
| ABT Abbott Laboratories | 0.20% | 6,294 | $856K | Add +0.5% |
| VONV Vanguard Russell 1000 Value | 0.20% | 9,863 | $840K | Reduce -2.3% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 12,236 | $825K | Add +0.2% |
| COP Conocophillips | 0.20% | 9,192 | $825K | Add +0.1% |
| PFE Pfizer Inc. | 0.19% | 33,128 | $803K | Reduce -9.3% |
| NKE Nike Inc. Class B | 0.19% | 11,178 | $794K | Reduce -14.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 3,491 | $791K | Reduce -0.8% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 16,674 | $772K | Reduce -4.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 9,680 | $770K | Add +51.7% |
| BA The Boeing Co. | 0.18% | 3,632 | $761K | Reduce -4.5% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 8,247 | $758K | Reduce -3.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 10,735 | $741K | Reduce -7.4% |
| QCOM Qualcomm Inc. | 0.18% | 4,646 | $740K | No change |
| CB Chubb Ltd. | 0.18% | 2,537 | $735K | Add +14.0% |
| SON Sonoco Products Co. | 0.17% | 16,788 | $731K | No change |
| UBER Uber Technologies Inc. | 0.17% | 7,760 | $724K | Reduce -12.0% |
| IWP iShares Russell Mid-Cap Grow | 0.17% | 5,143 | $713K | No change |
| CEG Constellation Energy | 0.16% | 2,129 | $687K | Add +0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 3,757 | $683K | Reduce -8.7% |
| DOV Dover Corp. | 0.16% | 3,721 | $682K | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 1,677 | $680K | Reduce -5.0% |
| VGLT Vanguard Long-Term Treasury | 0.16% | 11,837 | $664K | Add +5.9% |
| VZ Verizon Communications Inc. | 0.16% | 15,328 | $663K | Reduce -1.9% |
| TRV The Travelers Cos Inc. | 0.16% | 2,459 | $658K | Reduce -0.7% |
| AMD Advanced Micro Devices | 0.16% | 4,591 | $651K | Add +4.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 12,781 | $651K | Reduce -7.0% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,075 | $647K | Reduce -15.0% |
| PSX Phillips 66 | 0.15% | 5,390 | $643K | Reduce -2.9% |
| MO Altria Group Inc. | 0.15% | 10,850 | $636K | No change |
| FEUS NT ESG Clim US LC ETF | 0.15% | 9,396 | $635K | Reduce -1.1% |
| PM Philip Morris International | 0.15% | 3,479 | $634K | Add +1.1% |
| NOW ServiceNow Inc. | 0.15% | 612 | $629K | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.15% | 3,191 | $624K | Reduce -21.3% |
| T AT&T Inc. | 0.14% | 20,824 | $602K | No change |
| FCX Freeport-McMoran Inc. | 0.14% | 13,891 | $602K | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.14% | 1,969 | $600K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 12,526 | $593K | Add +36.9% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 11,983 | $593K | Add +19.0% |
| IAU iShares Gold Trust | 0.14% | 9,349 | $583K | Reduce -7.1% |
| IYW iShares Ustechnology ETF | 0.14% | 3,345 | $580K | No change |
| IEMG iShares Core MSCI Emerging | 0.14% | 9,578 | $575K | Add +5.1% |
| DD Dupont DE Nemours Inc. | 0.14% | 8,361 | $573K | Reduce -1.1% |
| NVS Novartis AG-Sponsored ADR | 0.13% | 4,611 | $558K | Add +1.9% |
| EFV iShares MSCI Eafe Value ETF | 0.13% | 8,698 | $552K | Reduce -3.1% |
| HELO JPMorgan Hedged Equity ETF | 0.13% | 8,797 | $551K | No change |
| ANET Arista Networks Inc. | 0.13% | 5,347 | $547K | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 4,406 | $544K | Add +0.1% |
| GEV GE Vernova Inc. | 0.13% | 1,013 | $536K | No change |
| PAYX Paychex Inc. | 0.13% | 3,674 | $534K | Add +0.3% |
| BX Blackstone Inc. | 0.13% | 3,560 | $532K | Add +14.0% |
| TXN Texas Instruments Inc. | 0.13% | 2,559 | $531K | Add +1.6% |
| IWD iShares Russell 1000 Value E | 0.12% | 2,690 | $522K | Reduce -1.4% |
| IUSV iShares Core S&P U.S. Value | 0.12% | 5,494 | $520K | No change |
| CMCSA Comcast Corp. Class A | 0.12% | 14,388 | $513K | Reduce -2.2% |
| WTM White Mountains Insurance GP | 0.12% | 284 | $510K | No change |
| APD Air Products & Chemicals Inc. | 0.12% | 1,780 | $502K | Reduce -2.0% |
| NOBL Proshares S&P 500 Dividend A | 0.11% | 4,766 | $480K | Reduce -2.1% |
| GILD Gilead Sciences Inc. | 0.11% | 4,308 | $478K | Reduce -2.4% |
| IR Ingersoll-Rand Inc. | 0.11% | 5,723 | $476K | Add +1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 928 | $473K | Reduce -5.0% |
| SBUX Starbucks Corp. | 0.11% | 5,139 | $471K | Reduce -17.9% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 19,013 | $464K | Reduce -2.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.11% | 4,495 | $461K | No change |
| TILT NT Mstar US Ftilt ETF | 0.11% | 2,045 | $458K | No change |
| SHEL Shell PLC-ADR | 0.11% | 6,438 | $453K | Reduce -2.4% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 17,082 | $453K | No change |
| MS Morgan Stanley | 0.11% | 3,209 | $452K | Reduce -2.5% |
| AEP American Electric Power | 0.11% | 4,296 | $446K | No change |
| VLO Valero Energy Corp. | 0.11% | 3,301 | $444K | No change |
| CARR Carrier Global Corp. | 0.11% | 6,058 | $443K | Reduce -6.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 2,665 | $438K | No change |
| GLW Corning Inc. | 0.10% | 8,310 | $437K | Add +0.1% |
| IQDF NT Intl Qual Div ETF | 0.10% | 16,006 | $434K | Add +12.2% |
| PNC PNC Financial Services Group | 0.10% | 2,277 | $424K | Reduce -27.5% |
| NOC Northrop Grumman Corp. | 0.10% | 821 | $410K | Add +2.8% |
| C Citigroup Inc. | 0.09% | 4,643 | $395K | Reduce -28.9% |
| LOW Lowe's Cos Inc. | 0.09% | 1,780 | $395K | Add +0.7% |
| STT State Street Corp. | 0.09% | 3,700 | $393K | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.09% | 16,841 | $393K | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.09% | 7,552 | $393K | New |
| DVY iShares Select Dividend ETF | 0.09% | 2,947 | $391K | Reduce -0.5% |
| BSX Boston Scientific Corp. | 0.09% | 3,619 | $389K | Reduce -2.0% |
| MET Metlife Inc. | 0.09% | 4,690 | $377K | Add +5.9% |
| KKR KKR & Co. Inc. | 0.09% | 2,833 | $377K | Reduce -6.1% |
| ISRG Intuitive Surgical Inc. | 0.09% | 691 | $375K | Add +0.6% |
| INTU Intuit Inc. | 0.09% | 476 | $375K | Reduce -11.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.09% | 8,766 | $373K | Reduce -4.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.09% | 5,334 | $373K | Reduce -7.6% |
| USB US Bancorp | 0.09% | 8,073 | $365K | Reduce -37.2% |
| SCHB Schwab US Broad Market ETF | 0.09% | 15,324 | $365K | Reduce -9.9% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.09% | 4,376 | $357K | Reduce -0.3% |
| AER Aercap Holdings NV | 0.08% | 3,042 | $356K | Add +1.9% |
| MAR Marriott International Class A | 0.08% | 1,300 | $355K | Reduce -0.5% |
| FNF Fidelity National Financial | 0.08% | 6,261 | $351K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 4,817 | $350K | No change |
| KVUE Kenvue Inc. | 0.08% | 16,704 | $350K | Add +3.7% |
| BN Brookfield Corp. | 0.08% | 5,609 | $347K | Add +10.5% |
| AVY Avery Dennison Corp. | 0.08% | 1,941 | $341K | No change |
| OKE Oneok Inc. | 0.08% | 4,116 | $336K | No change |
| SCHF Schwab Intl Equity ETF | 0.08% | 15,201 | $336K | No change |
| EXC Exelon Corp. | 0.08% | 7,733 | $336K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 758 | $332K | No change |
| LH Labcorp Holdings Inc. | 0.08% | 1,256 | $330K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.08% | 12,373 | $328K | New |
| HCA HCA Healthcare Inc. | 0.08% | 855 | $328K | No change |
| WM Waste Management Inc. | 0.08% | 1,413 | $323K | Add +12.0% |
| COF Capital One Financial Corp. | 0.08% | 1,514 | $322K | Add +32.5% |
| MRSH Marsh & McLennan Cos | 0.08% | 1,462 | $320K | Add +4.4% |
| ACWI iShares MSCI Acwi ETF | 0.08% | 2,473 | $318K | No change |
| O Realty Income Corp. | 0.08% | 5,519 | $318K | Reduce -35.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 704 | $313K | Add +1.9% |
| OTIS Otis Worldwide Corp. | 0.07% | 3,135 | $310K | Reduce -8.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.07% | 5,847 | $306K | Reduce -1.1% |
| GOVT iShares US Treasury Bond ETF | 0.07% | 13,274 | $305K | Add +34.5% |
| PKG Packaging Corp. of America | 0.07% | 1,587 | $299K | Add +0.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.07% | 2,657 | $298K | Reduce -1.4% |
| BDX Becton Dickinson and Co. | 0.07% | 1,719 | $296K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 3,237 | $295K | Add +0.0% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.07% | 2,791 | $293K | Reduce -49.9% |
| LRCX Lam Research Corp. | 0.07% | 2,985 | $291K | Add +1.2% |
| FSIG FT Ltd. Duration Inv Grade | 0.07% | 15,079 | $288K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 2,170 | $287K | No change |
| HDV iShares Core High Dividend E | 0.07% | 2,427 | $284K | No change |
| EXE Expand Energy Corp. | 0.07% | 2,420 | $283K | Add +5.3% |
| D Dominion Energy Inc. | 0.07% | 4,986 | $282K | Reduce -9.1% |
| TEVA Teva Pharmaceutical-SP ADR | 0.07% | 16,770 | $281K | No change |
| PH Parker Hannifin Corp. | 0.07% | 401 | $280K | Reduce -3.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.07% | 892 | $279K | New |
| BKDV BNY Mellon Dynamic Value | 0.07% | 10,495 | $279K | New |
| LIN Linde PLC | 0.07% | 591 | $277K | Add +5.3% |
| WMB Williams Cos Inc. | 0.07% | 4,414 | $277K | Reduce -2.6% |
| IGV iShares Expanded Tech-Softwa | 0.07% | 2,525 | $276K | No change |
| MDY State Street SPDR S&P Midcap | 0.07% | 487 | $276K | Add +17.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 2,814 | $272K | Reduce -6.1% |
| ICE Intercontinental Exchange Inc. | 0.06% | 1,480 | $272K | Add +7.3% |
| MOAT Vaneck Morningstar Wide Moat | 0.06% | 2,861 | $268K | No change |
| MCK McKesson Corp. | 0.06% | 365 | $267K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.06% | 5,470 | $266K | No change |
| OEF iShares S&P 100 ETF | 0.06% | 870 | $265K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 1,441 | $263K | No change |
| YOU Clear Secure Inc. Class A | 0.06% | 9,475 | $263K | Reduce -4.3% |
| COR Cencora Inc. | 0.06% | 874 | $262K | New |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 1,917 | $261K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.06% | 7,695 | $260K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,915 | $260K | Add +0.5% |
| SOXX iShares Semiconductor ETF | 0.06% | 1,074 | $256K | No change |
| AMT American Tower Corp. | 0.06% | 1,158 | $256K | Reduce -8.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 4,630 | $255K | No change |
| BKNG Booking Holdings Inc. | 0.06% | 44 | $255K | No change |
| UL Unilever PLC | 0.06% | 4,154 | $254K | Reduce -12.0% |
| ALLE Allegion PLC | 0.06% | 1,760 | $254K | Add +2.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.06% | 3,482 | $254K | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.06% | 2,490 | $251K | No change |
| FDX FedEx Corp. | 0.06% | 1,102 | $250K | Reduce -13.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 782 | $250K | Reduce -5.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 5,015 | $248K | Reduce -4.3% |
| CTVA Corteva Inc. | 0.06% | 3,299 | $246K | Reduce -10.4% |
| APH Amphenol Corp. Class A | 0.06% | 2,488 | $246K | New |
| MDT Medtronic PLC | 0.06% | 2,796 | $244K | Reduce -2.0% |
| BIV Vanguard Intermediate-Term B | 0.06% | 3,141 | $243K | No change |
| GUNR NT Mstar GLBL NR ETF | 0.06% | 6,011 | $241K | Reduce -0.1% |
| BP BP PLC-Spons ADR | 0.06% | 8,025 | $240K | Reduce -12.7% |
| CLX Clorox Company | 0.06% | 2,000 | $240K | Reduce -4.8% |
| CMS CMS Energy Corp. | 0.06% | 3,461 | $240K | Add +0.1% |
| XLK SS Technology Select Sector | 0.06% | 940 | $238K | Reduce -11.7% |
| BABA Alibaba Group Holding-SP ADR | 0.06% | 2,083 | $236K | Add +20.5% |
| FTNT Fortinet Inc. | 0.06% | 2,222 | $235K | Add +3.1% |
| WEC WEC Energy Group Inc. | 0.06% | 2,246 | $234K | No change |
| MBB iShares MBS ETF | 0.06% | 2,489 | $234K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.06% | 5,525 | $234K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.06% | 2,308 | $233K | Reduce -0.8% |
| SHW The Sherwin-Williams Co. | 0.06% | 676 | $232K | Reduce -3.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.05% | 4,938 | $229K | Reduce -0.9% |
| OGE Oge Energy Corp. | 0.05% | 5,155 | $229K | No change |
| AGG iShares Core U.S. Aggregate | 0.05% | 2,300 | $228K | Reduce -9.0% |
| ADSK Autodesk Inc. | 0.05% | 735 | $228K | New |
| INTC Intel Corp. | 0.05% | 10,118 | $227K | Reduce -8.0% |
| FISV Fiserv Inc. | 0.05% | 1,311 | $226K | Add +18.1% |
| AVUV Avantis US Small Cap Value | 0.05% | 2,434 | $222K | No change |
| HEI Heico Corp. | 0.05% | 671 | $220K | New |
| FIS Fidelity National Info Serv | 0.05% | 2,695 | $219K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.05% | 8,207 | $218K | Reduce -1.0% |
| AXON Axon Enterprise Inc. | 0.05% | 262 | $217K | New |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 3,809 | $217K | No change |
| IHE iShares US Pharmaceuticals E | 0.05% | 3,300 | $216K | No change |
| FERG Ferguson Enterprises Inc. | 0.05% | 990 | $216K | New |
| KLAC KLA Corp. | 0.05% | 240 | $215K | New |
| EES Wisdomtree US Smallcap Fund | 0.05% | 4,200 | $214K | No change |
| EQT Eqt Corp. | 0.05% | 3,647 | $213K | New |
| ALL Allstate Corp. | 0.05% | 1,056 | $213K | Reduce -2.1% |
| DON Wisdomtree US Midcap Dividen | 0.05% | 4,200 | $210K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.05% | 1,809 | $210K | New |
| ADI Analog Devices Inc. | 0.05% | 880 | $209K | New |
| IGF iShares Global Infrastructur | 0.05% | 3,534 | $209K | New |
| IUSG iShares Core S&P U.S. Growth | 0.05% | 1,391 | $209K | New |
| RUSHA Rush Enterprises Inc. Class A | 0.05% | 4,050 | $209K | No change |
| USIG iShares Broad Usd Investment | 0.05% | 4,055 | $209K | Reduce -2.5% |
| SHOP Shopify Inc. Class A | 0.05% | 1,803 | $208K | New |
| BR Broadridge Financial Solutio | 0.05% | 854 | $208K | Add +0.9% |
| SAP Sap SE-Sponsored ADR | 0.05% | 681 | $207K | Reduce -10.6% |
| ORLY O'reilly Automotive Inc. | 0.05% | 2,291 | $206K | Add +2.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.05% | 7,033 | $206K | No change |
| SCHM Schwab US Mid Cap ETF | 0.05% | 7,297 | $205K | New |
| HYGV NT HY Val-SCRD BD ETF | 0.05% | 4,977 | $204K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 2,545 | $204K | New |
| HWM Howmet Aerospace Inc. | 0.05% | 1,082 | $201K | New |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 2,551 | $201K | New |
| HLN Haleon PLC-ADR | 0.04% | 14,657 | $152K | Reduce -2.7% |
| WIT Wipro Ltd.-ADR | 0.02% | 23,966 | $72K | Reduce -1.5% |