| AAPL Apple Inc. | 6.51% | 110,480 | $30.0M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 4.61% | 176,658 | $21.3M | Add +0.3% |
| CVX Chevron Corp. | 4.41% | 133,665 | $20.4M | Add +1.0% |
| JNJ Johnson & Johnson | 3.07% | 68,457 | $14.2M | Add +0.3% |
| MSFT Microsoft Corp. | 2.96% | 28,275 | $13.7M | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.62% | 16 | $12.1M | No change |
| LLY Eli Lilly & Co. | 2.52% | 10,821 | $11.6M | Reduce -3.6% |
| ADP Automatic Data Processing | 2.38% | 42,685 | $11.0M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 2.37% | 34,793 | $10.9M | Add +9.7% |
| JPM JPMorgan Chase & Co. | 1.98% | 28,360 | $9.1M | Add +1.0% |
| NVDA Nvidia Corp. | 1.92% | 47,433 | $8.8M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 1.86% | 27,422 | $8.6M | Add +10.4% |
| AVGO Broadcom Inc. | 1.84% | 24,564 | $8.5M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.76% | 35,260 | $8.1M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 1.34% | 9,056 | $6.2M | Add +5.5% |
| VOO Vanguard S&P 500 ETF | 1.21% | 8,875 | $5.6M | Reduce -9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 10,731 | $5.4M | Reduce -5.0% |
| WMT Walmart Inc. | 1.14% | 47,314 | $5.3M | Reduce -0.5% |
| V Visa Inc. Class A | 1.13% | 14,837 | $5.2M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.10% | 7,467 | $5.1M | Add +8.1% |
| PG The Procter & Gamble Co. | 1.02% | 32,967 | $4.7M | Reduce -2.1% |
| RTX RTX Corp. | 0.98% | 24,538 | $4.5M | Reduce -5.3% |
| HD Home Depot Inc. | 0.91% | 12,147 | $4.2M | Reduce -4.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 6,726 | $4.1M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.81% | 59,469 | $3.7M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.78% | 5,420 | $3.6M | Add +8.6% |
| MRK Merck & Co. Inc. | 0.70% | 30,728 | $3.2M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.68% | 13,686 | $3.1M | Reduce -0.4% |
| TGT Target Corp. | 0.66% | 31,179 | $3.0M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.65% | 5,234 | $3.0M | Reduce -7.9% |
| ITOT iShares Core S&P Total U.S. | 0.62% | 19,361 | $2.9M | Add +1.1% |
| VRSK Verisk Analytics Inc. | 0.60% | 12,388 | $2.8M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.57% | 33,934 | $2.6M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 8,886 | $2.6M | Add +8.7% |
| MA Mastercard Inc. Class A | 0.55% | 4,416 | $2.5M | Reduce -0.9% |
| VGIT Vanguard Intermediate-Term T | 0.54% | 41,386 | $2.5M | Add +8.0% |
| DE Deere & Co. | 0.54% | 5,317 | $2.5M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 6,953 | $2.3M | No change |
| IWM iShares Russell 2000 ETF | 0.49% | 9,275 | $2.3M | Reduce -1.7% |
| CMI Cummins Inc. | 0.47% | 4,275 | $2.2M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 0.47% | 21,681 | $2.2M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.47% | 15,043 | $2.2M | Reduce -2.1% |
| PEP Pepsico Inc. | 0.47% | 14,955 | $2.1M | Reduce -0.6% |
| TT Trane Technologies PLC | 0.46% | 5,435 | $2.1M | Reduce -1.2% |
| MCO Moody's Corp. | 0.45% | 4,090 | $2.1M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 7,044 | $2.1M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.44% | 16,648 | $2.1M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 7,942 | $2.0M | Add +4.8% |
| JPST JPMorgan Ultra-Short Income | 0.44% | 40,448 | $2.0M | Add +9.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.44% | 4,548 | $2.0M | Reduce -0.5% |
| SYK Stryker Corp. | 0.43% | 5,679 | $2.0M | Reduce -8.9% |
| BLK BlackRock Inc. | 0.43% | 1,852 | $2.0M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 0.42% | 2,220 | $2.0M | Add +3.6% |
| IWF iShares Russell 1000 Growth | 0.41% | 3,975 | $1.9M | Add +1.5% |
| NSC Norfolk Southern Corp. | 0.39% | 6,220 | $1.8M | Reduce -2.1% |
| UNP Union Pacific Corp. | 0.39% | 7,735 | $1.8M | Reduce -0.1% |
| GD General Dynamics Corp. | 0.39% | 5,278 | $1.8M | Reduce -2.5% |
| ETN Eaton Corp. PLC | 0.37% | 5,314 | $1.7M | Add +4.8% |
| PANW Palo Alto Networks Inc. | 0.36% | 9,130 | $1.7M | Add +0.2% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 5,705 | $1.7M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.34% | 22,552 | $1.6M | Add +0.4% |
| ADBE Adobe Inc. | 0.34% | 4,488 | $1.6M | Reduce -11.7% |
| NFLX Netflix Inc. | 0.34% | 16,670 | $1.6M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.34% | 1,799 | $1.6M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 7,049 | $1.5M | Add +3.5% |
| LMT Lockheed Martin Corp. | 0.33% | 3,103 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.32% | 16,048 | $1.5M | Add +1.2% |
| MCD McDonald's Corp. | 0.32% | 4,801 | $1.5M | Add +4.6% |
| TSLA Tesla Inc. | 0.31% | 3,180 | $1.4M | Reduce -1.0% |
| XLK SS Technology Select Sector | 0.31% | 9,798 | $1.4M | Add +421.2% |
| ORCL Oracle Corp. | 0.30% | 7,173 | $1.4M | Reduce -2.6% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 20,490 | $1.4M | No change |
| CL Colgate-Palmolive Co. | 0.29% | 16,721 | $1.3M | Reduce -3.6% |
| DGRO iShares Core Dividend Growth | 0.28% | 18,821 | $1.3M | No change |
| CAFX Congress Intermediate Bond filed as PROFESIONALLY MANAGED PORTFO | 0.28% | 50,865 | $1.3M | No change |
| IJR iShares Core S&P Small-Cap E | 0.27% | 10,482 | $1.3M | Reduce -0.3% |
| CVS CVS Health Corp. | 0.27% | 15,693 | $1.2M | Reduce -5.9% |
| ACN Accenture PLC Class A | 0.27% | 4,565 | $1.2M | Add +1.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 1,127 | $1.2M | Add +1.3% |
| HON Honeywell International Inc. | 0.26% | 6,144 | $1.2M | Add +4.9% |
| KMB Kimberly-Clark Corp. | 0.26% | 11,661 | $1.2M | Add +2.2% |
| MINT PIMCO Enhanced Short Maturit | 0.25% | 11,638 | $1.2M | Add +0.1% |
| MMM 3M Co. | 0.25% | 7,277 | $1.2M | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 0.25% | 17,108 | $1.1M | Add +0.7% |
| CRM Salesforce Inc. | 0.25% | 4,325 | $1.1M | Reduce -4.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 22,461 | $1.1M | Add +80.3% |
| DHR Danaher Corp. | 0.24% | 4,870 | $1.1M | Add +2.8% |
| EMR Emerson Electric Co. | 0.24% | 8,360 | $1.1M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 3,481 | $1.1M | Add +0.0% |
| SO The Southern Co. | 0.23% | 12,293 | $1.1M | No change |
| NEE Nextera Energy Inc. | 0.23% | 13,209 | $1.1M | Reduce -1.5% |
| ITW Illinois Tool Works | 0.23% | 4,294 | $1.1M | Reduce -0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.23% | 3,349 | $1.1M | Add +380.5% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 1,763 | $1.0M | Add +1.7% |
| AMD Advanced Micro Devices | 0.22% | 4,766 | $1.0M | Reduce -1.0% |
| AFL Aflac Inc. | 0.22% | 9,230 | $1.0M | Add +5.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.22% | 11,333 | $1.0M | Reduce -1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 8,836 | $1.0M | Reduce -0.3% |
| GWW WW Grainger Inc. | 0.22% | 993 | $1.0M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 3,254 | $989K | Reduce -2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 5,127 | $979K | No change |
| AXP American Express Co. | 0.21% | 2,641 | $977K | Reduce -5.8% |
| DUK Duke Energy Corp. | 0.20% | 7,882 | $924K | Add +3.5% |
| IAU iShares Gold Trust | 0.19% | 10,699 | $868K | Add +10.6% |
| ECL Ecolab Inc. | 0.19% | 3,304 | $867K | No change |
| COP Conocophillips | 0.19% | 9,202 | $861K | Add +0.1% |
| GLD SPDR Gold Shares | 0.18% | 2,115 | $838K | No change |
| AMGN Amgen Inc. | 0.18% | 2,536 | $830K | Reduce -25.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 10,218 | $815K | Add +0.2% |
| BA The Boeing Co. | 0.18% | 3,741 | $812K | Add +2.7% |
| QCOM Qualcomm Inc. | 0.17% | 4,688 | $802K | Add +0.1% |
| VONV Vanguard Russell 1000 Value | 0.17% | 8,576 | $792K | Reduce -6.1% |
| UNH Unitedhealth Group Inc. | 0.17% | 2,396 | $791K | Add +11.4% |
| BMY Bristol-Myers Squibb Co. | 0.17% | 14,581 | $786K | Reduce -3.7% |
| IWR iShares Russell Mid-Cap ETF | 0.17% | 8,147 | $784K | Reduce -0.1% |
| ABT Abbott Laboratories | 0.17% | 6,259 | $784K | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 0.17% | 8,116 | $779K | Add +1.9% |
| CI The Cigna Group | 0.17% | 2,827 | $778K | Reduce -13.6% |
| CEG Constellation Energy | 0.16% | 2,142 | $757K | Add +0.4% |
| CB Chubb Ltd. | 0.16% | 2,395 | $747K | Reduce -3.4% |
| XLF SS Financial Select Sector | 0.16% | 13,581 | $744K | New |
| SON Sonoco Products Co. | 0.16% | 16,668 | $727K | Reduce -0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 3,757 | $720K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.16% | 26,944 | $719K | Add +11.5% |
| NKE Nike Inc. Class B | 0.15% | 11,127 | $709K | Reduce -1.9% |
| FCX Freeport-McMoran Inc. | 0.15% | 13,941 | $708K | Add +0.4% |
| DOV Dover Corp. | 0.15% | 3,621 | $707K | Reduce -2.3% |
| PSX Phillips 66 | 0.15% | 5,468 | $706K | Add +1.8% |
| ANET Arista Networks Inc. | 0.15% | 5,383 | $705K | Reduce -0.2% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 5,128 | $702K | Reduce -0.3% |
| GLW Corning Inc. | 0.15% | 7,995 | $700K | Reduce -3.4% |
| FEUS NT ESG Clim US LC ETF | 0.15% | 9,396 | $700K | No change |
| TRV The Travelers Cos Inc. | 0.15% | 2,406 | $698K | Reduce -2.2% |
| GEV GE Vernova Inc. | 0.15% | 1,061 | $693K | Add +6.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 12,593 | $693K | Add +6.2% |
| IVE iShares S&P 500 Value ETF | 0.15% | 3,191 | $677K | No change |
| LNG Cheniere Energy Inc. | 0.15% | 3,464 | $673K | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.14% | 3,345 | $668K | No change |
| NVS Novartis AG-Sponsored ADR | 0.14% | 4,812 | $663K | Add +4.4% |
| MDLZ Mondelez International Inc. Class A | 0.14% | 12,120 | $652K | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 4,140 | $636K | Reduce -5.7% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 11,759 | $632K | Reduce -1.2% |
| IWD iShares Russell 1000 Value E | 0.13% | 2,950 | $620K | Add +12.3% |
| HELO JPMorgan Hedged Equity ETF | 0.13% | 9,287 | $617K | Add +5.6% |
| EFV iShares MSCI Eafe Value ETF | 0.13% | 8,621 | $616K | Reduce -0.1% |
| IUSV iShares Core S&P U.S. Value | 0.13% | 5,824 | $597K | No change |
| PFE Pfizer Inc. | 0.13% | 23,595 | $587K | Reduce -15.6% |
| APH Amphenol Corp. Class A | 0.13% | 4,340 | $587K | Add +56.8% |
| UBER Uber Technologies Inc. | 0.13% | 7,138 | $583K | Reduce -4.9% |
| PRF Invesco Rafi US 1000 ETF | 0.13% | 12,389 | $581K | Add +34.3% |
| MS Morgan Stanley | 0.12% | 3,227 | $573K | Add +0.1% |
| WTM White Mountains Insurance GP | 0.12% | 275 | $571K | Reduce -3.2% |
| XLY SS Consumer Disc Select Sect | 0.12% | 4,778 | $571K | New |
| PM Philip Morris International | 0.12% | 3,523 | $565K | Add +0.9% |
| C Citigroup Inc. | 0.12% | 4,750 | $554K | Add +0.2% |
| XLV SS Health Care Select Sector | 0.12% | 3,547 | $549K | New |
| BX Blackstone Inc. | 0.12% | 3,560 | $549K | No change |
| VZ Verizon Communications Inc. | 0.12% | 13,322 | $542K | Add +0.5% |
| XLI SS Industrial Select Sector | 0.12% | 3,487 | $541K | New |
| XLC SS Comm Select Sector SPDR | 0.12% | 4,584 | $540K | New |
| MO Altria Group Inc. | 0.12% | 9,350 | $539K | Reduce -13.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.12% | 11,493 | $539K | Add +13.9% |
| GILD Gilead Sciences Inc. | 0.11% | 4,215 | $517K | Reduce -2.6% |
| AEP American Electric Power | 0.11% | 4,475 | $516K | Add +4.2% |
| TILT NT Mstar US Ftilt ETF | 0.11% | 2,045 | $509K | No change |
| VLO Valero Energy Corp. | 0.11% | 3,105 | $505K | Add +2.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 9,927 | $505K | Reduce -2.3% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 2,821 | $501K | Add +14.5% |
| STT State Street Corp. | 0.11% | 3,885 | $501K | Add +5.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.11% | 8,324 | $493K | Add +10.2% |
| IQDF NT Intl Qual Div ETF | 0.11% | 16,006 | $486K | No change |
| SCHX Schwab US Large-Cap ETF | 0.10% | 17,698 | $476K | Reduce -0.8% |
| NOC Northrop Grumman Corp. | 0.10% | 827 | $472K | No change |
| SHEL Shell PLC-ADR | 0.10% | 6,417 | $471K | Add +0.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.10% | 5,123 | $471K | Reduce -0.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 2,630 | $466K | No change |
| NOW ServiceNow Inc. | 0.10% | 3,041 | $466K | Add +2.2% |
| TEVA Teva Pharmaceutical-SP ADR | 0.10% | 14,770 | $461K | Reduce -8.1% |
| PNC PNC Financial Services Group | 0.10% | 2,203 | $460K | Reduce -1.6% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 16,338 | $448K | No change |
| IR Ingersoll-Rand Inc. | 0.10% | 5,655 | $448K | Reduce -2.1% |
| LRCX Lam Research Corp. | 0.10% | 2,603 | $446K | Reduce -13.3% |
| VGT Vanguard Info Tech ETF | 0.09% | 576 | $434K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.09% | 5,334 | $428K | Add +6.1% |
| LOW Lowe's Cos Inc. | 0.09% | 1,755 | $423K | Reduce -1.7% |
| TXN Texas Instruments Inc. | 0.09% | 2,389 | $414K | Reduce -3.8% |
| DVY iShares Select Dividend ETF | 0.09% | 2,926 | $413K | No change |
| AER Aercap Holdings NV | 0.09% | 2,842 | $409K | Reduce -5.0% |
| PAYX Paychex Inc. | 0.09% | 3,613 | $405K | Reduce -1.7% |
| USB US Bancorp | 0.09% | 7,585 | $405K | Reduce -2.9% |
| HCA HCA Healthcare Inc. | 0.09% | 855 | $399K | No change |
| SCHB Schwab US Broad Market ETF | 0.08% | 14,730 | $386K | Add +4.5% |
| T AT&T Inc. | 0.08% | 15,523 | $386K | Reduce -7.8% |
| ISRG Intuitive Surgical Inc. | 0.08% | 678 | $384K | Reduce -0.7% |
| BN Brookfield Corp. | 0.08% | 8,272 | $380K | Reduce -1.2% |
| INTC Intel Corp. | 0.08% | 10,198 | $376K | Add +0.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.08% | 4,495 | $373K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 3,211 | $373K | Add +0.2% |
| COF Capital One Financial Corp. | 0.08% | 1,529 | $371K | Add +0.6% |
| MAR Marriott International Class A | 0.08% | 1,191 | $369K | Reduce -8.4% |
| CMCSA Comcast Corp. Class A | 0.08% | 12,288 | $367K | Reduce -6.3% |
| APD Air Products & Chemicals Inc. | 0.08% | 1,486 | $367K | Reduce -4.3% |
| SCHF Schwab Intl Equity ETF | 0.08% | 15,201 | $365K | No change |
| KKR KKR & Co. Inc. | 0.08% | 2,811 | $358K | Reduce -0.5% |
| AVY Avery Dennison Corp. | 0.08% | 1,941 | $353K | No change |
| MU Micron Technology Inc. | 0.08% | 1,228 | $350K | Reduce -16.9% |
| ACWI iShares MSCI Acwi ETF | 0.08% | 2,473 | $350K | No change |
| Q Qnity Electronics Inc. | 0.08% | 4,267 | $348K | Add +2.1% |
| BSX Boston Scientific Corp. | 0.08% | 3,649 | $348K | Add +0.6% |
| DD Dupont DE Nemours Inc. | 0.07% | 8,586 | $345K | Add +2.7% |
| FNF Fidelity National Financial | 0.07% | 6,243 | $341K | Reduce -0.3% |
| EXC Exelon Corp. | 0.07% | 7,702 | $336K | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.07% | 3,976 | $335K | Reduce -9.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.07% | 5,847 | $332K | No change |
| O Realty Income Corp. | 0.07% | 5,847 | $330K | Add +6.4% |
| PKG Packaging Corp. of America | 0.07% | 1,587 | $327K | No change |
| PH Parker Hannifin Corp. | 0.07% | 372 | $327K | Reduce -4.9% |
| SOXX iShares Semiconductor ETF | 0.07% | 1,074 | $323K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.07% | 3,100 | $323K | Reduce -32.1% |
| BDX Becton Dickinson and Co. | 0.07% | 1,626 | $316K | Reduce -1.8% |
| WM Waste Management Inc. | 0.07% | 1,424 | $313K | Add +0.8% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.07% | 2,791 | $312K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.07% | 2,123 | $311K | Reduce -0.2% |
| FDX FedEx Corp. | 0.07% | 1,070 | $309K | Reduce -2.9% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 2,170 | $306K | No change |
| BKDV BNY Mellon Dynamic Value | 0.07% | 10,495 | $305K | No change |
| SPGI S&P Global Inc. | 0.07% | 577 | $302K | New |
| WMB Williams Cos Inc. | 0.07% | 4,996 | $300K | Reduce -3.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.07% | 5,950 | $300K | New |
| OEF iShares S&P 100 ETF | 0.06% | 870 | $298K | No change |
| YOU Clear Secure Inc. Class A | 0.06% | 8,475 | $297K | Reduce -6.1% |
| HDV iShares Core High Dividend E | 0.06% | 2,427 | $295K | No change |
| INTU Intuit Inc. | 0.06% | 444 | $294K | Reduce -6.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 2,841 | $291K | Reduce -2.5% |
| ALLE Allegion PLC | 0.06% | 1,820 | $290K | Add +3.4% |
| FSIG FT Ltd. Duration Inv Grade | 0.06% | 15,079 | $289K | No change |
| SHOP Shopify Inc. Class A | 0.06% | 1,794 | $289K | Reduce -3.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 634 | $287K | Reduce -11.0% |
| LH Labcorp Holdings Inc. | 0.06% | 1,143 | $287K | Reduce -6.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.06% | 7,379 | $283K | Reduce -14.0% |
| SBUX Starbucks Corp. | 0.06% | 3,351 | $282K | Reduce -33.0% |
| MDY State Street SPDR S&P Midcap | 0.06% | 467 | $282K | Reduce -4.1% |
| COR Cencora Inc. | 0.06% | 832 | $281K | Reduce -5.2% |
| BP BP PLC-Spons ADR | 0.06% | 8,092 | $281K | No change |
| IHE iShares US Pharmaceuticals E | 0.06% | 3,300 | $280K | No change |
| MDT Medtronic PLC | 0.06% | 2,902 | $279K | Add +1.5% |
| KLAC KLA Corp. | 0.06% | 227 | $276K | Reduce -5.0% |
| FLOT iShares Floating Rate Bond E | 0.06% | 5,410 | $275K | No change |
| KVUE Kenvue Inc. | 0.06% | 15,922 | $275K | Reduce -4.7% |
| AVUV Avantis US Small Cap Value | 0.06% | 2,688 | $274K | Add +10.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.06% | 5,783 | $272K | Add +15.4% |
| IGV iShares Expanded Tech-Softwa | 0.06% | 2,525 | $267K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.06% | 5,470 | $267K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,898 | $264K | Add +0.1% |
| SPG Simon Property Group Inc. | 0.06% | 1,406 | $260K | New |
| D Dominion Energy Inc. | 0.06% | 4,391 | $257K | Reduce -11.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 523 | $255K | Reduce -31.0% |
| MRSH Marsh & McLennan Cos | 0.06% | 1,371 | $254K | Reduce -3.5% |
| GUNR NT Mstar GLBL NR ETF | 0.06% | 5,537 | $254K | Reduce -5.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.05% | 5,238 | $253K | No change |
| IGF iShares Global Infrastructur | 0.05% | 4,123 | $253K | Add +16.7% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.05% | 2,490 | $253K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.05% | 897 | $250K | Add +0.6% |
| SPLV Invesco S&P 500 Low Volatili | 0.05% | 3,482 | $249K | No change |
| ICE Intercontinental Exchange Inc. | 0.05% | 1,534 | $248K | Add +3.6% |
| EXE Expand Energy Corp. | 0.05% | 2,236 | $247K | Reduce -5.3% |
| BIV Vanguard Intermediate-Term B | 0.05% | 3,141 | $245K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,222 | $243K | Reduce -7.4% |
| MBB iShares MBS ETF | 0.05% | 2,527 | $241K | Add +0.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.05% | 2,111 | $240K | Reduce -14.6% |
| EES Wisdomtree US Smallcap Fund | 0.05% | 4,200 | $239K | No change |
| ADI Analog Devices Inc. | 0.05% | 875 | $237K | Add +0.6% |
| BKNG Booking Holdings Inc. | 0.05% | 44 | $236K | No change |
| UL Unilever PLC-Sponsored ADR | 0.05% | 3,600 | $235K | Add +1.4% |
| LIN Linde PLC | 0.05% | 550 | $235K | Reduce -6.0% |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 2,458 | $234K | New |
| AGG iShares Core U.S. Aggregate | 0.05% | 2,330 | $233K | Add +1.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 2,545 | $229K | No change |
| CMS CMS Energy Corp. | 0.05% | 3,273 | $229K | Reduce -6.0% |
| SHW The Sherwin-Williams Co. | 0.05% | 700 | $227K | Add +0.4% |
| CARR Carrier Global Corp. | 0.05% | 4,276 | $226K | Reduce -29.4% |
| AEM Agnico Eagle Mines Ltd. | 0.05% | 1,331 | $226K | Reduce -7.6% |
| IDV iShares International Select | 0.05% | 5,719 | $226K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 480 | $225K | Reduce -48.3% |
| CTVA Corteva Inc. | 0.05% | 3,349 | $224K | Add +1.5% |
| OGE Oge Energy Corp. | 0.05% | 5,215 | $223K | Add +1.2% |
| CLX Clorox Company | 0.05% | 2,202 | $222K | No change |
| OTIS Otis Worldwide Corp. | 0.05% | 2,535 | $221K | No change |
| WEC WEC Energy Group Inc. | 0.05% | 2,092 | $221K | Reduce -7.1% |
| RUSHA Rush Enterprises Inc. Class A | 0.05% | 4,050 | $218K | No change |
| MCK McKesson Corp. | 0.05% | 265 | $217K | Add +0.4% |
| DON Wisdomtree US Midcap Dividen | 0.05% | 4,200 | $217K | No change |
| ORLY O'reilly Automotive Inc. | 0.05% | 2,360 | $215K | Add +5.3% |
| SCHA Schwab US Small-Cap ETF | 0.05% | 7,544 | $215K | No change |
| ALL Allstate Corp. | 0.05% | 1,031 | $215K | Reduce -2.5% |
| PLD Prologis Inc. | 0.05% | 1,675 | $214K | New |
| HEI Heico Corp. | 0.05% | 660 | $214K | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.05% | 2,708 | $213K | No change |
| REGN Regeneron Pharmaceuticals | 0.05% | 276 | $213K | New |
| DEO Diageo PLC-Sponsored ADR | 0.05% | 2,444 | $211K | No change |
| RY Royal Bank of Canada | 0.05% | 1,235 | $211K | New |
| PMBS PIMCO MBS Active ETF | 0.05% | 4,201 | $209K | New |
| VGLT Vanguard Long-Term Treasury | 0.04% | 3,711 | $207K | No change |
| MET Metlife Inc. | 0.04% | 2,614 | $206K | Reduce -44.2% |
| GNR State Street SPDR S&P Global | 0.04% | 3,304 | $205K | New |
| KR Kroger Co. | 0.04% | 3,269 | $204K | New |
| BWXT BWX Technologies Inc. | 0.04% | 1,178 | $204K | Add +2.5% |
| HYGV NT HY Val-SCRD BD ETF | 0.04% | 4,977 | $203K | No change |
| HLN Haleon PLC-ADR | 0.03% | 13,295 | $134K | Add +0.2% |
| NAD Nuveen Quality Municipal Inc. | 0.03% | 11,086 | $133K | New |
| NUV Nuveen Municipal Value | 0.02% | 11,520 | $104K | No change |
| WIT Wipro Ltd.-ADR | 0.01% | 22,024 | $62K | Reduce -8.1% |