| AAPL Apple Inc. | 6.68% | 106,814 | $30.9M | Reduce -0.7% |
| CVX Chevron Corp. | 4.75% | 132,442 | $22.0M | Reduce -0.0% |
| JNJ Johnson & Johnson | 3.72% | 67,809 | $17.2M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 2.69% | 10,367 | $12.4M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.59% | 16 | $12.0M | No change |
| MSFT Microsoft Corp. | 2.24% | 27,716 | $10.3M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 2.23% | 29,207 | $10.3M | Reduce -2.8% |
| ADP Automatic Data Processing | 2.07% | 42,730 | $9.6M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.97% | 25,470 | $9.1M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 1.94% | 27,346 | $9.0M | Reduce -0.5% |
| AVGO Broadcom Inc. | 1.93% | 23,566 | $8.9M | Reduce -4.0% |
| AMZN Amazon.com Inc. | 1.73% | 33,620 | $8.0M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.55% | 35,880 | $7.2M | Reduce -23.2% |
| VOO Vanguard S&P 500 ETF | 1.43% | 9,611 | $6.6M | Add +7.2% |
| IVV iShares Core S&P 500 ETF | 1.33% | 8,236 | $6.2M | Reduce -7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 7,308 | $5.5M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 10,164 | $5.1M | Reduce -0.2% |
| WMT Walmart Inc. | 1.09% | 44,475 | $5.0M | Reduce -0.2% |
| V Visa Inc. Class A | 1.05% | 14,123 | $4.8M | Add +0.1% |
| CAT Caterpillar Inc. | 1.02% | 4,440 | $4.7M | Reduce -11.3% |
| RTX RTX Corp. | 0.99% | 24,020 | $4.6M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.96% | 6,055 | $4.5M | Reduce -4.5% |
| PG The Procter & Gamble Co. | 0.96% | 30,358 | $4.5M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.94% | 60,837 | $4.3M | Add +2.3% |
| HD Home Depot Inc. | 0.93% | 12,180 | $4.3M | Add +0.1% |
| TGT Target Corp. | 0.88% | 31,199 | $4.1M | No change |
| CSCO Cisco Systems Inc. | 0.83% | 32,842 | $3.9M | Reduce -2.0% |
| MRK Merck & Co. Inc. | 0.78% | 28,245 | $3.6M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.74% | 13,631 | $3.4M | Reduce -0.1% |
| DE Deere & Co. | 0.73% | 5,304 | $3.4M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.69% | 19,361 | $3.2M | No change |
| CMI Cummins Inc. | 0.66% | 4,261 | $3.0M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.65% | 37,422 | $3.0M | Add +11.1% |
| PANW Palo Alto Networks Inc. | 0.63% | 8,525 | $2.9M | Reduce -5.6% |
| META Meta Platforms Inc. Class A | 0.62% | 5,054 | $2.8M | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.61% | 9,365 | $2.8M | Reduce -0.6% |
| AMD Advanced Micro Devices | 0.60% | 4,764 | $2.8M | Reduce -0.5% |
| TT Trane Technologies PLC | 0.58% | 5,439 | $2.7M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 8,039 | $2.4M | Add +2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 6,542 | $2.4M | Reduce -3.7% |
| VYM Vanguard High DVD Yield ETF | 0.52% | 15,255 | $2.4M | Add +2.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.51% | 1,182 | $2.4M | Add +0.9% |
| VGIT Vanguard Intermediate-Term T | 0.50% | 39,573 | $2.3M | Reduce -3.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.50% | 28,018 | $2.3M | Add +2.8% |
| IVW iShares S&P 500 Growth ETF | 0.47% | 15,958 | $2.2M | Reduce -1.7% |
| JPST JPMorgan Ultra-Short Income | 0.46% | 42,211 | $2.1M | Add +1.1% |
| IWF iShares Russell 1000 Growth | 0.45% | 16,620 | $2.1M | No change |
| SCHW Schwab (charles) Corp. | 0.43% | 21,788 | $2.0M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.43% | 7,295 | $2.0M | Reduce -0.4% |
| ETN Eaton Corp. PLC | 0.42% | 4,593 | $2.0M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.42% | 1,929 | $2.0M | Reduce -6.6% |
| NSC Norfolk Southern Corp. | 0.42% | 6,200 | $2.0M | No change |
| VRSK Verisk Analytics Inc. | 0.41% | 10,541 | $1.9M | Reduce -14.4% |
| PEP Pepsico Inc. | 0.41% | 13,948 | $1.9M | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.40% | 9,750 | $1.9M | No change |
| MCO Moody's Corp. | 0.40% | 4,094 | $1.9M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.40% | 3,560 | $1.8M | Reduce -0.2% |
| GD General Dynamics Corp. | 0.39% | 5,088 | $1.8M | Reduce -3.1% |
| KO The Coca-Cola Co. | 0.39% | 22,019 | $1.8M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 6,323 | $1.8M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.37% | 1,853 | $1.7M | Add +2.9% |
| SYK Stryker Corp. | 0.37% | 5,458 | $1.7M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 6,949 | $1.6M | Add +2.2% |
| CVS CVS Health Corp. | 0.35% | 15,593 | $1.6M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 3,367 | $1.6M | Add +15.9% |
| BLK BlackRock Inc. | 0.34% | 1,631 | $1.6M | No change |
| CL Colgate-Palmolive Co. | 0.34% | 17,022 | $1.6M | Reduce -0.0% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 20,182 | $1.6M | Reduce -4.9% |
| LMT Lockheed Martin Corp. | 0.34% | 3,053 | $1.6M | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 10,483 | $1.6M | Add +0.0% |
| MINT PIMCO Enhanced Short Maturit | 0.32% | 14,454 | $1.5M | Reduce -7.7% |
| IEMG iShares Core MSCI Emerging | 0.31% | 17,063 | $1.4M | Add +1.8% |
| LHX L3HARRIS Technologies Inc. | 0.30% | 4,854 | $1.4M | Reduce -0.0% |
| INTC Intel Corp. | 0.30% | 10,029 | $1.4M | Reduce -3.2% |
| DGRO iShares Core Dividend Growth | 0.29% | 17,946 | $1.4M | No change |
| GWW WW Grainger Inc. | 0.29% | 993 | $1.4M | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 26,104 | $1.3M | Add +17.2% |
| WFC Wells Fargo & Co. | 0.29% | 16,076 | $1.3M | Reduce -0.6% |
| KMB Kimberly-Clark Corp. | 0.29% | 12,095 | $1.3M | Add +4.3% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 3,542 | $1.3M | Add +1.3% |
| MU Micron Technology Inc. | 0.28% | 1,124 | $1.3M | Reduce -10.2% |
| TSLA Tesla Inc. | 0.27% | 2,988 | $1.3M | Reduce -4.7% |
| GEV GE Vernova Inc. | 0.27% | 1,061 | $1.2M | No change |
| MCD McDonald's Corp. | 0.27% | 4,573 | $1.2M | Reduce -0.8% |
| EMR Emerson Electric Co. | 0.26% | 8,391 | $1.2M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 12,411 | $1.2M | Add +3.6% |
| SO The Southern Co. | 0.25% | 12,293 | $1.2M | No change |
| CAFX Congress Intermediate Bond filed as PROFESIONALLY MANAGED PORTFO | 0.24% | 45,945 | $1.1M | No change |
| NFLX Netflix Inc. | 0.24% | 15,800 | $1.1M | Reduce -2.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.23% | 3,160 | $1.1M | Reduce -5.6% |
| AFL Aflac Inc. | 0.23% | 9,176 | $1.1M | Reduce -0.6% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.23% | 22,225 | $1.1M | Add +306.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 4,845 | $1.1M | Add +2.0% |
| ORCL Oracle Corp. | 0.23% | 7,166 | $1.1M | Add +0.7% |
| ITW Illinois Tool Works | 0.22% | 3,825 | $1.0M | No change |
| LRCX Lam Research Corp. | 0.21% | 2,258 | $978K | Reduce -3.2% |
| MMM 3M Co. | 0.21% | 5,973 | $967K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.21% | 2,325 | $966K | Add +1.3% |
| GLD SPDR Gold Shares | 0.21% | 2,609 | $961K | Add +19.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.21% | 12,072 | $954K | Reduce -2.9% |
| SON Sonoco Products Co. | 0.20% | 16,668 | $939K | No change |
| NEE Nextera Energy Inc. | 0.20% | 10,666 | $936K | Reduce -17.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.20% | 5,240 | $936K | New |
| SCHD Schwab US DVD Equity ETF | 0.20% | 29,448 | $933K | Add +35.7% |
| COP Conocophillips | 0.20% | 8,973 | $933K | No change |
| ANET Arista Networks Inc. | 0.20% | 5,373 | $913K | Reduce -2.3% |
| AMGN Amgen Inc. | 0.20% | 2,520 | $913K | Reduce -1.4% |
| FCX Freeport-McMoran Inc. | 0.19% | 14,260 | $897K | Add +1.1% |
| PYLD PIMCO Multisector Bond Actv | 0.19% | 33,776 | $896K | Add +6.7% |
| ADBE Adobe Inc. | 0.19% | 4,369 | $896K | Add +7.2% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 8,044 | $887K | Add +0.5% |
| DHR Danaher Corp. | 0.19% | 4,587 | $874K | Reduce -1.4% |
| PSX Phillips 66 | 0.19% | 5,164 | $873K | Reduce -4.4% |
| EFA iShares MSCI Eafe ETF | 0.19% | 8,348 | $867K | Reduce -0.8% |
| ECL Ecolab Inc. | 0.18% | 3,048 | $849K | Reduce -6.3% |
| IYW iShares Ustechnology ETF | 0.18% | 3,345 | $844K | No change |
| VONV Vanguard Russell 1000 Value | 0.18% | 7,860 | $836K | Reduce -5.0% |
| DUK Duke Energy Corp. | 0.18% | 6,436 | $815K | Reduce -17.6% |
| IUSV iShares Core S&P U.S. Value | 0.17% | 7,289 | $803K | No change |
| QCOM Qualcomm Inc. | 0.17% | 4,333 | $801K | Reduce -2.6% |
| TRV The Travelers Cos Inc. | 0.17% | 2,406 | $794K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 8,205 | $790K | Reduce -5.0% |
| BMY Bristol-Myers Squibb Co. | 0.17% | 13,528 | $779K | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 1,553 | $779K | Reduce -9.0% |
| APH Amphenol Corp. Class A | 0.17% | 4,386 | $773K | Add +0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 3,632 | $773K | Reduce -0.7% |
| LNG Cheniere Energy Inc. | 0.17% | 3,219 | $769K | Reduce -0.1% |
| BA The Boeing Co. | 0.17% | 3,535 | $765K | Reduce -1.6% |
| IAU iShares Gold Trust | 0.16% | 10,093 | $762K | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 0.16% | 4,797 | $752K | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 12,588 | $751K | Add +17.7% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 5,128 | $751K | No change |
| FEUS NT ESG Clim US LC ETF | 0.16% | 9,246 | $745K | Reduce -1.6% |
| GLW Corning Inc. | 0.16% | 2,859 | $730K | Reduce -17.5% |
| AXP American Express Co. | 0.15% | 2,118 | $716K | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.15% | 2,360 | $703K | Add +0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.15% | 12,068 | $696K | Add +6.1% |
| MDLZ Mondelez International Inc. Class A | 0.15% | 11,967 | $692K | Reduce -0.3% |
| SOXX iShares Semiconductor ETF | 0.15% | 1,074 | $688K | No change |
| C Citigroup Inc. | 0.15% | 4,904 | $686K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.15% | 2,827 | $685K | Reduce -4.7% |
| Q Qnity Electronics Inc. | 0.15% | 4,188 | $684K | No change |
| IVE iShares S&P 500 Value ETF | 0.15% | 3,007 | $683K | Reduce -5.8% |
| HON Honeywell International Inc. | 0.15% | 3,039 | $680K | Reduce -0.9% |
| BAC Bank of America Corp. | 0.15% | 11,906 | $678K | Reduce -0.8% |
| KLAC KLA Corp. | 0.15% | 2,242 | $676K | Add +1.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.15% | 6,854 | $673K | Add +16.1% |
| HONA Honeywell Aerospace Inc. | 0.15% | 3,039 | $672K | Reduce -0.9% |
| MS Morgan Stanley | 0.15% | 3,211 | $671K | Add +1.2% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 12,389 | $669K | No change |
| CI The Cigna Group | 0.14% | 2,410 | $664K | Add +0.2% |
| STT State Street Corp. | 0.14% | 3,885 | $659K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.14% | 8,504 | $651K | Reduce -0.8% |
| CB Chubb Ltd. | 0.14% | 1,891 | $644K | Reduce -1.4% |
| XLF SS Financial Select Sector | 0.14% | 11,991 | $643K | Reduce -11.7% |
| XLI SS Industrial Select Sector | 0.14% | 3,462 | $641K | Reduce -0.7% |
| MO Altria Group Inc. | 0.14% | 8,825 | $635K | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.14% | 5,312 | $635K | Add +26.2% |
| VLO Valero Energy Corp. | 0.14% | 2,405 | $626K | Reduce -22.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 4,029 | $610K | Reduce -3.3% |
| AEP American Electric Power | 0.13% | 4,415 | $604K | Reduce -0.1% |
| PFE Pfizer Inc. | 0.13% | 24,466 | $589K | Add +3.6% |
| DOV Dover Corp. | 0.13% | 2,607 | $585K | Reduce -0.5% |
| WTM White Mountains Insurance GP | 0.12% | 275 | $570K | No change |
| TILT NT Mstar US Ftilt ETF | 0.12% | 2,045 | $565K | No change |
| XLY SS Consumer Disc Select Sect | 0.12% | 4,798 | $563K | Add +0.4% |
| CRM Salesforce Inc. | 0.12% | 3,590 | $562K | Reduce -15.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.12% | 4,447 | $562K | Add +0.4% |
| CEG Constellation Energy | 0.12% | 2,257 | $561K | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.12% | 3,127 | $557K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.12% | 2,810 | $555K | Add +6.8% |
| PM Philip Morris International | 0.12% | 3,067 | $555K | Reduce -0.0% |
| VZ Verizon Communications Inc. | 0.12% | 13,073 | $554K | Add +0.2% |
| IQDF NT Intl Qual Div ETF | 0.12% | 16,006 | $553K | No change |
| PNC PNC Financial Services Group | 0.12% | 2,224 | $548K | Reduce -0.2% |
| AZN Astrazeneca PLC | 0.12% | 2,816 | $534K | Add +7.7% |
| XLV SS Health Care Select Sector | 0.11% | 3,338 | $530K | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.11% | 4,126 | $513K | Reduce -7.9% |
| XLG Invesco S&P 500 Top 50 ETF | 0.11% | 8,153 | $499K | Reduce -2.0% |
| XLC SS Comm Select Sector SPDR | 0.11% | 4,634 | $496K | Add +1.1% |
| SCHX Schwab US Large-Cap ETF | 0.10% | 16,001 | $471K | Reduce -6.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 9,758 | $468K | No change |
| USB US Bancorp | 0.10% | 7,727 | $467K | No change |
| IR Ingersoll-Rand Inc. | 0.10% | 5,655 | $464K | Reduce -0.0% |
| BNY Bank of New York Mellon Corp. | 0.10% | 3,182 | $460K | Reduce -1.0% |
| SHEL Shell PLC-ADR | 0.10% | 5,705 | $442K | Reduce -0.3% |
| MAR Marriott International Class A | 0.09% | 1,167 | $432K | Reduce -0.4% |
| APD Air Products & Chemicals Inc. | 0.09% | 1,462 | $429K | Reduce -0.2% |
| GILD Gilead Sciences Inc. | 0.09% | 3,255 | $411K | Reduce -9.3% |
| DVY iShares Select Dividend ETF | 0.09% | 2,608 | $408K | Reduce -8.6% |
| NOC Northrop Grumman Corp. | 0.09% | 799 | $407K | No change |
| SCHB Schwab US Broad Market ETF | 0.09% | 13,851 | $401K | Reduce -6.1% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.09% | 7,928 | $400K | Add +33.2% |
| FMHI First Trust Municipal High I | 0.09% | 8,127 | $394K | New |
| DD Dupont DE Nemours Inc. | 0.08% | 2,861 | $388K | No change |
| NOW ServiceNow Inc. | 0.08% | 3,892 | $386K | Add +23.9% |
| PWR Quanta Services Inc. | 0.08% | 535 | $385K | Add +29.5% |
| PKG Packaging Corp. of America | 0.08% | 1,591 | $379K | Add +0.3% |
| ABT Abbott Laboratories | 0.08% | 4,136 | $375K | Reduce -9.5% |
| ACWI iShares MSCI Acwi ETF | 0.08% | 2,378 | $373K | Reduce -3.8% |
| AVUV Avantis US Small Cap Value | 0.08% | 2,919 | $364K | No change |
| PAYX Paychex Inc. | 0.08% | 3,695 | $363K | Add +1.2% |
| BDX Becton Dickinson and Co. | 0.08% | 2,383 | $361K | Add +43.8% |
| UBER Uber Technologies Inc. | 0.08% | 4,977 | $359K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.08% | 2,170 | $357K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 4,138 | $356K | Add +8.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 466 | $356K | New |
| ADI Analog Devices Inc. | 0.08% | 895 | $355K | Reduce -0.3% |
| BN Brookfield Corp. | 0.08% | 8,308 | $354K | Add +0.4% |
| HELO JPMorgan Hedged Equity ETF | 0.08% | 5,234 | $354K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 5,800 | $353K | No change |
| PH Parker Hannifin Corp. | 0.08% | 360 | $352K | No change |
| LOW Lowe's Cos Inc. | 0.08% | 1,596 | $352K | Reduce -2.7% |
| EXC Exelon Corp. | 0.08% | 7,497 | $349K | Reduce -2.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.08% | 7,491 | $348K | No change |
| HYGV NT HY Val-SCRD BD ETF | 0.07% | 8,431 | $339K | New |
| SNDK Sandisk Corp. | 0.07% | 149 | $339K | New |
| HCA HCA Healthcare Inc. | 0.07% | 855 | $333K | No change |
| SCHF Schwab Intl Equity ETF | 0.07% | 12,004 | $333K | Reduce -17.5% |
| HDV iShares Core High Dividend E | 0.07% | 12,135 | $332K | No change |
| MDY State Street SPDR S&P Midcap | 0.07% | 467 | $328K | No change |
| FDX FedEx Corp. | 0.07% | 1,045 | $327K | No change |
| IHE iShares US Pharmaceuticals E | 0.07% | 3,300 | $327K | No change |
| WMB Williams Cos Inc. | 0.07% | 4,370 | $325K | Reduce -0.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.07% | 2,490 | $325K | Reduce -10.8% |
| O Realty Income Corp. | 0.07% | 5,235 | $324K | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.07% | 3,163 | $323K | Add +0.4% |
| BX Blackstone Inc. | 0.07% | 2,729 | $321K | Reduce -24.0% |
| AMAT Applied Materials Inc. | 0.07% | 444 | $321K | New |
| T AT&T Inc. | 0.07% | 15,457 | $320K | Reduce -2.8% |
| CARR Carrier Global Corp. | 0.07% | 4,322 | $317K | No change |
| OEF iShares S&P 100 ETF | 0.07% | 866 | $317K | Reduce -0.5% |
| AVY Avery Dennison Corp. | 0.07% | 1,942 | $315K | Add +0.1% |
| JPIE JPMorgan Income ETF | 0.07% | 6,809 | $313K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.07% | 2,738 | $311K | No change |
| LH Labcorp Holdings Inc. | 0.07% | 1,111 | $311K | No change |
| KVUE Kenvue Inc. | 0.07% | 15,922 | $304K | No change |
| PMBS PIMCO MBS Active ETF | 0.07% | 6,134 | $303K | Add +46.0% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 2,586 | $302K | Reduce -10.3% |
| NOBL Proshares S&P 500 Dividend A | 0.06% | 5,332 | $299K | Reduce -4.8% |
| IGV iShares Expanded Tech-Softwa | 0.06% | 3,297 | $299K | Add +27.2% |
| D Dominion Energy Inc. | 0.06% | 4,369 | $298K | Reduce -0.5% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.06% | 3,258 | $298K | Reduce -17.7% |
| FNF Fidelity National Financial | 0.06% | 6,298 | $297K | Reduce -0.3% |
| RUSHA Rush Enterprises Inc. Class A | 0.06% | 4,050 | $296K | No change |
| BP BP PLC-Spons ADR | 0.06% | 7,914 | $292K | Reduce -2.2% |
| SPG Simon Property Group Inc. | 0.06% | 1,307 | $292K | Add +0.3% |
| LIN Linde PLC | 0.06% | 556 | $289K | Reduce -0.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.06% | 897 | $285K | Reduce -0.3% |
| EES Wisdomtree US Smallcap Fund | 0.06% | 4,200 | $285K | No change |
| CTVA Corteva Inc. | 0.06% | 3,349 | $284K | No change |
| FSIG FT Ltd. Duration Inv Grade | 0.06% | 15,015 | $283K | No change |
| BKDV BNY Mellon Dynamic Value | 0.06% | 8,399 | $281K | Reduce -5.9% |
| IGF iShares Global Infrastructur | 0.06% | 4,123 | $275K | No change |
| SCHA Schwab US Small-Cap ETF | 0.06% | 7,544 | $273K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 1,222 | $268K | No change |
| WM Waste Management Inc. | 0.06% | 1,202 | $268K | Reduce -15.2% |
| COF Capital One Financial Corp. | 0.06% | 1,327 | $266K | Reduce -1.3% |
| SHW The Sherwin-Williams Co. | 0.06% | 769 | $265K | Add +1.9% |
| KKR KKR & Co. Inc. | 0.06% | 2,883 | $265K | Add +1.4% |
| TRGP Targa Resources Corp. | 0.06% | 984 | $264K | No change |
| FLOT iShares Floating Rate Bond E | 0.06% | 5,165 | $264K | No change |
| RY Royal Bank of Canada | 0.06% | 1,235 | $256K | New |
| PRU Prudential Financial Inc. | 0.06% | 2,364 | $255K | New |
| ES Eversource Energy | 0.06% | 3,518 | $254K | Reduce -0.5% |
| OGE Oge Energy Corp. | 0.05% | 5,215 | $254K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 2,458 | $253K | No change |
| CMS CMS Energy Corp. | 0.05% | 3,269 | $250K | Add +0.0% |
| ALLE Allegion PLC | 0.05% | 1,774 | $249K | Add +0.5% |
| GUNR NT Mstar GLBL NR ETF | 0.05% | 5,050 | $249K | Reduce -2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 2,818 | $248K | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 1,625 | $247K | Reduce -13.3% |
| FTNT Fortinet Inc. | 0.05% | 1,609 | $247K | New |
| ALL Allstate Corp. | 0.05% | 1,038 | $247K | Add +1.0% |
| MNST Monster Beverage Corp. | 0.05% | 2,559 | $246K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.05% | 3,276 | $245K | No change |
| WEC WEC Energy Group Inc. | 0.05% | 2,091 | $244K | No change |
| WDC Western Digital Corp. | 0.05% | 377 | $241K | New |
| XLE SS Energy Select Sector | 0.05% | 4,525 | $240K | Add +15.3% |
| HEI Heico Corp. | 0.05% | 672 | $239K | New |
| IWO iShares Russell 2000 Growth | 0.05% | 604 | $238K | New |
| DON Wisdomtree US Midcap Dividen | 0.05% | 4,200 | $237K | No change |
| AGG iShares Core U.S. Aggregate | 0.05% | 2,386 | $236K | Reduce -0.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.05% | 1,890 | $235K | Reduce -2.0% |
| COR Cencora Inc. | 0.05% | 823 | $233K | Add +0.9% |
| BWXT BWX Technologies Inc. | 0.05% | 1,183 | $230K | Add +0.3% |
| IDV iShares International Select | 0.05% | 5,463 | $226K | No change |
| MRSH Marsh & McLennan Cos | 0.05% | 1,345 | $224K | Reduce -3.2% |
| ISRG Intuitive Surgical Inc. | 0.05% | 561 | $223K | Reduce -18.5% |
| MBB iShares MBS ETF | 0.05% | 2,354 | $222K | Reduce -5.0% |
| GNR State Street SPDR S&P Global | 0.05% | 3,304 | $222K | No change |
| VBIL Vanguard 0-3M T-Bill ETF | 0.05% | 2,930 | $222K | New |
| MDT Medtronic PLC | 0.05% | 2,815 | $220K | Reduce -3.3% |
| TCAL T Rowe Pre CPT Apr PR in ETF | 0.05% | 9,850 | $219K | New |
| MPWR Monolithic Power Systems Inc. | 0.05% | 158 | $218K | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.05% | 9,522 | $218K | No change |
| ORLY O'reilly Automotive Inc. | 0.05% | 2,359 | $217K | Reduce -2.6% |
| FLEX Flex Ltd. | 0.05% | 1,336 | $217K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 433 | $215K | Reduce -30.8% |
| AMLP Alerian MLP ETF | 0.05% | 4,145 | $215K | New |
| SCHM Schwab US Mid Cap ETF | 0.05% | 5,819 | $214K | New |
| SCCO Southern Copper Corp. | 0.05% | 1,220 | $213K | Add +0.9% |
| STX Seagate Technology Holdings | 0.05% | 220 | $212K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.05% | 3,134 | $212K | New |
| DTE DTE Energy Company | 0.05% | 1,385 | $211K | No change |
| SPGI S&P Global Inc. | 0.05% | 516 | $210K | Reduce -3.5% |
| USIG iShares Broad Usd Investment | 0.05% | 4,094 | $210K | Add +2.5% |
| XBI SS SPDR S&P Biotech ETF | 0.04% | 1,312 | $208K | New |
| EQT Eqt Corp. | 0.04% | 3,902 | $207K | No change |
| MRVL Marvell Technology Inc. | 0.04% | 696 | $207K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 3,345 | $206K | New |
| VGLT Vanguard Long-Term Treasury | 0.04% | 3,711 | $205K | No change |
| HWM Howmet Aerospace Inc. | 0.04% | 760 | $204K | New |
| UL Unilever PLC-Sponsored ADR | 0.04% | 3,355 | $202K | Reduce -6.3% |
| NAD Nuveen Quality Municipal Inc. | 0.03% | 11,086 | $134K | No change |
| NUV Nuveen Municipal Value | 0.02% | 11,520 | $106K | No change |
| WIT Wipro Ltd.-ADR | 0.01% | 26,475 | $60K | Add +4.1% |
| LPL LG Display Co. Ltd.-ADR | 0.01% | 13,763 | $54K | Add +7.3% |