| AAPL Apple Inc. | 4.87% | 1,412,627 | $329.1M | Reduce -0.3% |
| MSFT Microsoft Corp. | 4.48% | 703,324 | $302.6M | Add +2.6% |
| NVDA Nvidia Corp. | 3.26% | 1,815,009 | $220.4M | Add +2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.25% | 832,167 | $219.6M | Add +2.2% |
| AMZN Amazon.com Inc. | 2.41% | 873,687 | $162.8M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.79% | 729,894 | $121.1M | Add +3.1% |
| DFAS Dimensional US Small Cap ETF | 1.57% | 1,637,968 | $106.2M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 1.47% | 470,380 | $99.2M | Add +4.6% |
| AVGO Broadcom Inc. | 1.41% | 552,183 | $95.3M | Add +9.2% |
| GVI iShares Intermediate Governm | 1.41% | 887,093 | $95.0M | Add +7.8% |
| ABBV Abbvie Inc. | 1.39% | 476,307 | $94.1M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 1.31% | 151,815 | $88.8M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 179,539 | $82.6M | Reduce -2.7% |
| WMT Walmart Inc. | 1.12% | 933,512 | $75.4M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 1.07% | 81,131 | $71.9M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 122,656 | $70.4M | Add +0.1% |
| MRK Merck & Co. Inc. | 1.04% | 619,319 | $70.3M | Add +4.5% |
| META Meta Platforms Inc. Class A | 1.02% | 120,827 | $69.2M | Add +1.2% |
| XOM Exxon Mobil Corp. | 1.02% | 589,003 | $69.0M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 1.02% | 410,932 | $68.7M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.97% | 216,156 | $65.8M | Add +3.2% |
| V Visa Inc. Class A | 0.96% | 235,941 | $64.9M | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 0.95% | 1,219,763 | $64.4M | Add +3.9% |
| CAT Caterpillar Inc. | 0.95% | 164,193 | $64.2M | Add +1.1% |
| UNP Union Pacific Corp. | 0.95% | 260,090 | $64.1M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.94% | 364,945 | $63.2M | Add +3.6% |
| PEP Pepsico Inc. | 0.92% | 364,673 | $62.0M | Add +2.6% |
| ETN Eaton Corp. PLC | 0.90% | 182,663 | $60.5M | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.88% | 1,119,791 | $59.6M | Reduce -0.0% |
| AMP Ameriprise Financial Inc. | 0.86% | 124,291 | $58.4M | Add +1.8% |
| RTX RTX Corp. | 0.86% | 480,148 | $58.2M | Add +0.7% |
| VNQ Vanguard Real Estate ETF | 0.85% | 591,148 | $57.6M | Add +1.8% |
| HD Home Depot Inc. | 0.85% | 141,186 | $57.2M | Add +2.6% |
| CB Chubb Ltd. | 0.84% | 197,329 | $56.9M | Reduce -1.3% |
| WMB Williams Cos Inc. | 0.80% | 1,182,537 | $54.0M | Reduce -1.1% |
| SCHG Schwab US Large-Cap Growth | 0.76% | 493,355 | $51.4M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.74% | 86,396 | $49.8M | Add +10.7% |
| VOO Vanguard S&P 500 ETF | 0.74% | 94,380 | $49.8M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.73% | 79,722 | $49.3M | Add +0.9% |
| TSLA Tesla Inc. | 0.71% | 182,452 | $47.7M | Reduce -0.4% |
| SCHV Schwab US Large-Cap Value | 0.69% | 583,815 | $46.9M | Reduce -2.0% |
| CRM Salesforce Inc. | 0.69% | 169,323 | $46.3M | Add +2.9% |
| IWF iShares Russell 1000 Growth | 0.65% | 116,665 | $43.8M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 0.64% | 48,793 | $43.2M | Reduce -5.3% |
| IEMG iShares Core MSCI Emerging | 0.63% | 741,870 | $42.6M | Add +1.3% |
| CVX Chevron Corp. | 0.61% | 279,862 | $41.2M | Add +0.4% |
| PM Philip Morris International | 0.57% | 319,304 | $38.8M | Reduce -1.2% |
| MDY State Street SPDR S&P Midcap | 0.55% | 65,668 | $37.4M | Reduce -0.3% |
| HON Honeywell International Inc. | 0.55% | 180,078 | $37.2M | Add +5.6% |
| BKNG Booking Holdings Inc. | 0.54% | 8,655 | $36.5M | Reduce -1.3% |
| NOC Northrop Grumman Corp. | 0.53% | 67,824 | $35.8M | Add +1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 456,501 | $35.6M | Add +6.5% |
| COP Conocophillips | 0.52% | 330,817 | $34.8M | Add +3.0% |
| PYPL PayPal Holdings Inc. | 0.52% | 446,000 | $34.8M | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 556,162 | $34.7M | Add +49.1% |
| DOW Dow Inc. | 0.51% | 625,604 | $34.2M | Add +2.5% |
| QCOM Qualcomm Inc. | 0.50% | 199,566 | $33.9M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 339,288 | $32.6M | Add +2.7% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 267,879 | $31.3M | Add +2.3% |
| AMT American Tower Corp. | 0.46% | 133,327 | $31.0M | Add +0.7% |
| DHR Danaher Corp. | 0.46% | 111,219 | $30.9M | Add +0.6% |
| ZTS Zoetis Inc. | 0.45% | 155,696 | $30.4M | Add +5.8% |
| ECL Ecolab Inc. | 0.45% | 117,955 | $30.1M | Add +0.7% |
| JNJ Johnson & Johnson | 0.44% | 185,093 | $30.0M | Add +5.3% |
| NVS Novartis AG-Sponsored ADR | 0.44% | 259,813 | $29.9M | Reduce -0.1% |
| ADBE Adobe Inc. | 0.44% | 57,279 | $29.7M | Reduce -1.1% |
| ENB Enbridge Inc. | 0.43% | 722,503 | $29.3M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.42% | 48,751 | $28.5M | Reduce -1.1% |
| VZ Verizon Communications Inc. | 0.39% | 591,841 | $26.6M | Reduce -0.7% |
| SCHO Schwab Short-Term US Treas | 0.38% | 528,163 | $25.9M | Reduce -27.8% |
| PNC PNC Financial Services Group | 0.37% | 133,536 | $24.7M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 86,252 | $24.4M | Reduce -0.8% |
| EMR Emerson Electric Co. | 0.36% | 219,917 | $24.1M | Add +0.6% |
| AMGN Amgen Inc. | 0.36% | 74,623 | $24.0M | Reduce -3.2% |
| TRV The Travelers Cos Inc. | 0.34% | 98,524 | $23.1M | Add +1.1% |
| TEL Te Connectivity PLC | 0.34% | 151,878 | $22.9M | Add +2.8% |
| EFA iShares MSCI Eafe ETF | 0.33% | 266,573 | $22.3M | Add +42.8% |
| NOW ServiceNow Inc. | 0.33% | 24,825 | $22.2M | Add +2.0% |
| TGT Target Corp. | 0.33% | 142,366 | $22.2M | Add +0.1% |
| SO The Southern Co. | 0.33% | 244,531 | $22.1M | Add +0.6% |
| KO The Coca-Cola Co. | 0.33% | 306,306 | $22.0M | Reduce -2.1% |
| AMAT Applied Materials Inc. | 0.33% | 108,816 | $22.0M | Add +4.6% |
| ETR Entergy Corp. | 0.32% | 164,621 | $21.7M | Add +0.7% |
| IWD iShares Russell 1000 Value E | 0.32% | 112,578 | $21.4M | Reduce -0.5% |
| HBAN Huntington Bancshares Inc. | 0.31% | 1,430,867 | $21.0M | Reduce -0.3% |
| DLR Digital Realty Trust Inc. | 0.31% | 129,375 | $20.9M | Reduce -0.0% |
| WM Waste Management Inc. | 0.30% | 97,426 | $20.2M | Add +3.2% |
| MDT Medtronic PLC | 0.29% | 218,289 | $19.7M | Reduce -2.3% |
| BIV Vanguard Intermediate-Term B | 0.29% | 250,412 | $19.6M | Reduce -15.2% |
| SCHR Schwab Intermediate-Term US | 0.29% | 386,936 | $19.6M | Add +98.1% |
| SBUX Starbucks Corp. | 0.29% | 197,961 | $19.3M | Reduce -3.7% |
| XLK SS Technology Select Sector | 0.28% | 83,565 | $18.9M | Reduce -1.5% |
| PNW Pinnacle West Capital | 0.28% | 211,520 | $18.7M | Add +1.3% |
| DE Deere & Co. | 0.28% | 44,831 | $18.7M | Reduce -1.5% |
| CW Curtiss-Wright Corp. | 0.27% | 56,413 | $18.5M | Reduce -0.7% |
| DUK Duke Energy Corp. | 0.27% | 160,011 | $18.4M | Reduce -2.9% |
| ALL Allstate Corp. | 0.27% | 96,962 | $18.4M | Reduce -1.5% |
| USB US Bancorp | 0.27% | 401,222 | $18.3M | Reduce -0.2% |
| SCHW Schwab (charles) Corp. | 0.26% | 275,976 | $17.9M | Add +5.5% |
| PLD Prologis Inc. | 0.25% | 132,404 | $16.7M | Add +1.7% |
| CCI Crown Castle Inc. | 0.25% | 139,616 | $16.6M | Reduce -1.6% |
| NFLX Netflix Inc. | 0.24% | 23,208 | $16.5M | Reduce -0.2% |
| BAH Booz Allen Hamilton Holdings | 0.24% | 100,384 | $16.3M | Reduce -4.7% |
| CASY Casey's General Stores Inc. | 0.24% | 43,026 | $16.2M | Reduce -7.6% |
| DGX Quest Diagnostics Inc. | 0.24% | 103,469 | $16.1M | Reduce -1.0% |
| UPS United Parcel Service Class B | 0.24% | 117,617 | $16.0M | Add +2.3% |
| SDY SS SPDR S&P Dividend ETF | 0.23% | 111,619 | $15.9M | Reduce -3.0% |
| ISRG Intuitive Surgical Inc. | 0.23% | 32,016 | $15.7M | Reduce -14.8% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 328,354 | $15.7M | Add +17.6% |
| SNPS Synopsys Inc. | 0.23% | 30,617 | $15.5M | Add +16.9% |
| PRU Prudential Financial Inc. | 0.23% | 127,504 | $15.4M | Reduce -0.4% |
| RF Regions Financial Corp. | 0.22% | 649,633 | $15.2M | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.22% | 50,873 | $15.1M | Reduce -0.4% |
| CTAS Cintas Corp. | 0.21% | 70,211 | $14.5M | Reduce -13.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 64,270 | $14.2M | Reduce -1.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 337,431 | $14.2M | Add +25.2% |
| LKQ LKQ Corp. | 0.21% | 353,452 | $14.1M | Add +23.6% |
| GLW Corning Inc. | 0.21% | 310,304 | $14.0M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 36,467 | $14.0M | Add +0.3% |
| SYK Stryker Corp. | 0.21% | 38,370 | $13.9M | Add +4.3% |
| CP Canadian Pacific Kansas City | 0.20% | 160,878 | $13.8M | Add +3.1% |
| CHD Church & Dwight Co. Inc. | 0.20% | 129,632 | $13.6M | Add +2.5% |
| PANW Palo Alto Networks Inc. | 0.20% | 39,113 | $13.4M | Add +6.8% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 224,238 | $13.3M | Add +13.6% |
| FTV Fortive Corp. | 0.20% | 168,456 | $13.3M | Add +2.9% |
| LH Labcorp Holdings Inc. | 0.19% | 57,555 | $12.9M | New |
| SON Sonoco Products Co. | 0.19% | 230,205 | $12.6M | Add +0.9% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 145,867 | $12.3M | Reduce -1.4% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 212,948 | $12.3M | Add +3.0% |
| ACN Accenture PLC Class A | 0.18% | 34,497 | $12.2M | Add +11.7% |
| CSX CSX Corp. | 0.18% | 350,021 | $12.1M | Add +1.5% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.18% | 188,741 | $12.0M | Reduce -1.6% |
| HRL Hormel Foods Corp. | 0.17% | 372,875 | $11.8M | Add +0.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.17% | 142,797 | $11.8M | Add +21.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 17 | $11.8M | No change |
| TFC Truist Financial Corp. | 0.17% | 273,479 | $11.7M | Reduce -0.9% |
| AVY Avery Dennison Corp. | 0.17% | 51,393 | $11.3M | Add +3.9% |
| PGR Progressive Corp. | 0.17% | 44,038 | $11.2M | Reduce -1.8% |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.16% | 153,087 | $11.0M | Add +0.3% |
| INTU Intuit Inc. | 0.16% | 17,637 | $11.0M | Reduce -0.1% |
| FITB Fifth Third Bancorp | 0.16% | 250,982 | $10.8M | Reduce -2.7% |
| NEE Nextera Energy Inc. | 0.16% | 124,525 | $10.5M | Add +10.6% |
| SHW The Sherwin-Williams Co. | 0.15% | 26,133 | $10.0M | Add +6.6% |
| KKR KKR & Co. Inc. | 0.15% | 76,302 | $10.0M | Add +0.1% |
| TRP TC Energy Corp. | 0.15% | 207,741 | $9.9M | Reduce -1.6% |
| CBSH Commerce Bancshares Inc. | 0.14% | 155,356 | $9.2M | Reduce -1.7% |
| PARAA Paramount Global Class B | 0.14% | 868,044 | $9.2M | Add +0.4% |
| MS Morgan Stanley | 0.14% | 88,279 | $9.2M | Add +9.1% |
| LRCX Lam Research Corp. | 0.13% | 11,142 | $9.1M | Add +6.5% |
| HI Hillenbrand Inc. | 0.13% | 322,252 | $9.0M | Add +30.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.13% | 845,195 | $8.9M | Add +1.4% |
| HAS Hasbro Inc. | 0.13% | 117,782 | $8.5M | Reduce -1.0% |
| MGA Magna International Inc. | 0.12% | 203,474 | $8.4M | Add +1.3% |
| SCHA Schwab US Small-Cap ETF | 0.12% | 161,361 | $8.3M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 39,381 | $7.9M | Reduce -0.9% |
| ODFL Old Dominion Freight Line | 0.12% | 39,577 | $7.9M | Add +18.6% |
| CPRT Copart Inc. | 0.11% | 146,570 | $7.7M | Add +4.1% |
| IAU iShares Gold Trust | 0.11% | 154,460 | $7.7M | Add +13.8% |
| PSK SS SPDR Ice Pref Sec ETF | 0.11% | 215,027 | $7.7M | Reduce -14.8% |
| PFE Pfizer Inc. | 0.11% | 260,082 | $7.5M | Reduce -6.6% |
| IWM iShares Russell 2000 ETF | 0.11% | 34,062 | $7.5M | Reduce -6.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 44,675 | $7.5M | Add +2.1% |
| LOW Lowe's Cos Inc. | 0.11% | 27,549 | $7.5M | Reduce -49.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 29,288 | $7.1M | Add +4.3% |
| APH Amphenol Corp. Class A | 0.11% | 109,162 | $7.1M | Reduce -3.5% |
| BMY Bristol-Myers Squibb Co. | 0.10% | 134,577 | $7.0M | Reduce -3.8% |
| BTI British American Tob-SP ADR | 0.10% | 189,064 | $6.9M | Reduce -2.7% |
| AEP American Electric Power | 0.10% | 67,064 | $6.9M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 28,643 | $6.8M | Add +3.9% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.10% | 272,889 | $6.7M | Add +9.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.10% | 76,456 | $6.6M | Reduce -0.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.10% | 59,832 | $6.6M | Reduce -7.6% |
| XRAY Dentsply Sirona Inc. | 0.10% | 240,712 | $6.5M | Add +2.4% |
| SPGI S&P Global Inc. | 0.10% | 12,602 | $6.5M | Add +14.5% |
| FIS Fidelity National Info Serv | 0.09% | 76,078 | $6.4M | Reduce -0.4% |
| STZ Constellation Brands Inc. Class A | 0.09% | 24,344 | $6.3M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 33,203 | $6.3M | Reduce -0.8% |
| MPWR Monolithic Power Systems Inc. | 0.09% | 6,753 | $6.2M | Reduce -23.1% |
| SHOP Shopify Inc. Class A | 0.09% | 76,726 | $6.1M | Reduce -11.5% |
| LECO Lincoln Electric Holdings | 0.09% | 31,290 | $6.0M | Add +20.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 34,396 | $6.0M | Add +3.8% |
| GSK GSK PLC-Spon ADR | 0.09% | 145,175 | $5.9M | Reduce -2.1% |
| ABT Abbott Laboratories | 0.09% | 51,903 | $5.9M | Reduce -0.3% |
| CVS CVS Health Corp. | 0.08% | 90,846 | $5.7M | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 6,622 | $5.5M | Add +0.6% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 158,902 | $5.4M | Reduce -0.3% |
| MSCI MSCI Inc. | 0.08% | 9,241 | $5.4M | Add +0.6% |
| INTC Intel Corp. | 0.08% | 226,765 | $5.3M | Reduce -4.2% |
| MA Mastercard Inc. Class A | 0.08% | 10,716 | $5.3M | Add +6.3% |
| XLV SS Health Care Select Sector | 0.08% | 34,081 | $5.2M | Add +0.6% |
| CRL Charles River Laboratories | 0.08% | 26,592 | $5.2M | Add +22.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.08% | 73,509 | $5.2M | No change |
| ORCL Oracle Corp. | 0.08% | 30,534 | $5.2M | Add +14.4% |
| PAYX Paychex Inc. | 0.08% | 38,676 | $5.2M | Add +7.9% |
| XLI SS Industrial Select Sector | 0.08% | 38,270 | $5.2M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 10,300 | $5.0M | Add +4.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 73,391 | $5.0M | Reduce -0.1% |
| IP International Paper Co. | 0.07% | 100,949 | $4.9M | Add +0.6% |
| UMBF Umb Financial Corp. | 0.07% | 46,422 | $4.9M | Reduce -0.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.07% | 106,001 | $4.8M | Add +1.5% |
| XLY SS Consumer Disc Select Sect | 0.07% | 23,930 | $4.8M | Reduce -0.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.07% | 156,550 | $4.7M | Add +42.2% |
| KMB Kimberly-Clark Corp. | 0.07% | 33,136 | $4.7M | Reduce -3.3% |
| URI United Rentals Inc. | 0.07% | 5,755 | $4.7M | Add +36.3% |
| XLF SS Financial Select Sector | 0.07% | 102,428 | $4.6M | Reduce -1.1% |
| EVRG Evergy Inc. | 0.07% | 73,899 | $4.6M | Add +4.1% |
| DDOG Datadog Inc. Class A | 0.07% | 39,645 | $4.6M | Reduce -9.1% |
| PHG Koninklijke Philips NVR- NY | 0.07% | 136,795 | $4.5M | Reduce -0.5% |
| BLK BlackRock Finance Inc. | 0.07% | 4,667 | $4.4M | Add +94.0% |
| GLD SPDR Gold Shares | 0.07% | 18,155 | $4.4M | Add +2.0% |
| FOXA Fox Corp. Class A | 0.06% | 102,628 | $4.3M | Reduce -3.5% |
| VGSH Vanguard Short-Term Treasury | 0.06% | 71,000 | $4.2M | New |
| NEM Newmont Corp. | 0.06% | 78,260 | $4.2M | Reduce -0.5% |
| LULU Lululemon Athletica Inc. | 0.06% | 15,057 | $4.1M | Reduce -12.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 32,940 | $4.1M | Reduce -0.4% |
| GIS General Mills Inc. | 0.06% | 54,804 | $4.0M | Reduce -0.6% |
| DKNG Draftkings Inc. Class A | 0.06% | 101,356 | $4.0M | Add +0.9% |
| DON Wisdomtree US Midcap Dividen | 0.06% | 73,171 | $3.7M | Reduce -1.4% |
| MUB iShares National Muni Bond E | 0.05% | 33,750 | $3.7M | Add +1.6% |
| IWO iShares Russell 2000 Growth | 0.05% | 12,780 | $3.6M | Reduce -1.6% |
| ITW Illinois Tool Works | 0.05% | 13,631 | $3.6M | Add +3.7% |
| IWN iShares Russell 2000 Value E | 0.05% | 21,311 | $3.6M | Reduce -2.6% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 17,815 | $3.5M | Add +4.2% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 36,685 | $3.5M | Add +6.5% |
| CWI State Street SPDR MSCI Acwi | 0.05% | 114,023 | $3.5M | Add +1.5% |
| CEG Constellation Energy | 0.05% | 13,346 | $3.5M | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 39,304 | $3.5M | Add +4.3% |
| WOR Worthington Enterprises Inc. | 0.05% | 83,028 | $3.4M | Reduce -0.6% |
| ADP Automatic Data Processing | 0.05% | 12,285 | $3.4M | Add +2.2% |
| AGG iShares Core U.S. Aggregate | 0.05% | 33,330 | $3.4M | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.05% | 22,060 | $3.3M | Add +2.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 36,277 | $3.3M | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 84,013 | $3.3M | Add +41.3% |
| SCHH Schwab US REIT ETF | 0.05% | 143,837 | $3.3M | No change |
| BKH Black Hills Corp. | 0.05% | 54,391 | $3.3M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 25,835 | $3.3M | Add +1.2% |
| DFEM Dimensional Emrg MRKT Core | 0.05% | 116,438 | $3.3M | Add +128.6% |
| IUSG iShares Core S&P U.S. Growth | 0.05% | 24,511 | $3.2M | Add +4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 26,900 | $3.2M | Add +4.1% |
| GPC Genuine Parts Co. | 0.05% | 22,531 | $3.1M | Add +2.9% |
| MMM 3M Co. | 0.05% | 22,707 | $3.1M | Reduce -4.9% |
| CWT California Water Service Grp | 0.05% | 56,360 | $3.1M | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.04% | 44,723 | $3.0M | Reduce -4.4% |
| DVY iShares Select Dividend ETF | 0.04% | 22,224 | $3.0M | Add +12.7% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 35,876 | $3.0M | Add +0.2% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.04% | 28,010 | $2.9M | Reduce -2.8% |
| VKTX Viking Therapeutics Inc. | 0.04% | 45,981 | $2.9M | New |
| PSX Phillips 66 | 0.04% | 22,080 | $2.9M | Reduce -1.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 26,238 | $2.8M | Reduce -0.7% |
| WS Worthington Steel Inc. | 0.04% | 83,042 | $2.8M | Reduce -0.7% |
| POOL Pool Corp. | 0.04% | 7,358 | $2.8M | Add +2.8% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 36,901 | $2.7M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 15,466 | $2.7M | Add +0.9% |
| D Dominion Energy Inc. | 0.04% | 46,111 | $2.7M | Reduce -11.8% |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 21,976 | $2.6M | Add +3.1% |
| KR Kroger Co. | 0.04% | 43,647 | $2.5M | Reduce -2.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 9,312 | $2.5M | Add +15.2% |
| FE Firstenergy Corp. | 0.04% | 56,082 | $2.5M | Add +0.0% |
| EXC Exelon Corp. | 0.04% | 60,853 | $2.5M | Add +0.3% |
| DES Wisdomtree US Smallcap Divid | 0.03% | 68,079 | $2.3M | Reduce -1.1% |
| XLB SS Materials Select Sector | 0.03% | 23,893 | $2.3M | Add +1.5% |
| IVE iShares S&P 500 Value ETF | 0.03% | 11,471 | $2.3M | Add +1.4% |
| TXN Texas Instruments Inc. | 0.03% | 10,938 | $2.3M | Add +15.2% |
| BA The Boeing Co. | 0.03% | 14,628 | $2.2M | Reduce -0.9% |
| CTVA Corteva Inc. | 0.03% | 37,542 | $2.2M | Reduce -0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 16,474 | $2.2M | Reduce -0.2% |
| XLE SS Energy Select Sector | 0.03% | 24,302 | $2.1M | Add +0.9% |
| EEM iShares MSCI Emerging Market | 0.03% | 46,490 | $2.1M | Reduce -2.4% |
| NKE Nike Inc. Class B | 0.03% | 23,915 | $2.1M | Reduce -17.9% |
| EFSC Enterprise Financial Service | 0.03% | 40,704 | $2.1M | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.03% | 8,237 | $2.0M | Reduce -1.0% |
| GEV GE Vernova Inc. | 0.03% | 7,986 | $2.0M | Reduce -1.0% |
| BND Vanguard Total Bond Market | 0.03% | 27,091 | $2.0M | Add +135.0% |
| HES Hess Corp. | 0.03% | 14,828 | $2.0M | Reduce -1.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.03% | 38,850 | $2.0M | Add +7.7% |
| DFAT Dimensional US Target Value | 0.03% | 35,541 | $2.0M | Add +0.9% |
| VGT Vanguard Info Tech ETF | 0.03% | 3,350 | $2.0M | Reduce -4.7% |
| FTRE Fortrea Holdings Inc. | 0.03% | 97,759 | $2.0M | Add +1.4% |
| DRI Darden Restaurants Inc. | 0.03% | 11,866 | $1.9M | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 0.03% | 45,328 | $1.9M | Add +3.1% |
| T AT&T Inc. | 0.03% | 84,688 | $1.9M | Reduce -8.4% |
| VGIT Vanguard Intermediate-Term T | 0.03% | 30,823 | $1.9M | New |
| AXP American Express Co. | 0.03% | 6,776 | $1.8M | Add +10.6% |
| ITM Vaneck Intermediate Muni ETF | 0.03% | 37,750 | $1.8M | Add +0.7% |
| CL Colgate-Palmolive Co. | 0.03% | 17,041 | $1.8M | Reduce -1.0% |
| ICE Intercontinental Exchange Inc. | 0.03% | 10,847 | $1.7M | Add +188.0% |
| GD General Dynamics Corp. | 0.03% | 5,690 | $1.7M | Add +183.8% |
| ACLC American Century Large Cap E | 0.03% | 24,406 | $1.7M | Reduce -2.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.03% | 25,291 | $1.7M | Reduce -2.9% |
| SLV iShares Silver Trust | 0.03% | 60,220 | $1.7M | Add +1.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 15,163 | $1.6M | Add +8.9% |
| STM Stmicroelectronics NV-NY SHS | 0.02% | 54,873 | $1.6M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 8,817 | $1.6M | Reduce -0.1% |
| AEE Ameren Corporation | 0.02% | 17,894 | $1.6M | Reduce -1.4% |
| IEF iShares 7-10 Year Treasury B | 0.02% | 15,613 | $1.5M | Reduce -11.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 18,406 | $1.5M | Add +0.1% |
| SHEL Shell PLC-ADR | 0.02% | 23,088 | $1.5M | Add +1.6% |
| IWY iShares Russell Top 200 Grow | 0.02% | 6,811 | $1.5M | Reduce -2.2% |
| CDNS Cadence Design SYS Inc. | 0.02% | 5,504 | $1.5M | Add +354.1% |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 0.02% | 29,807 | $1.5M | Reduce -3.9% |
| DD Dupont DE Nemours Inc. | 0.02% | 16,318 | $1.5M | Add +1.8% |
| LW Lamb Weston Holdings Inc. | 0.02% | 22,226 | $1.4M | Reduce -0.4% |
| IWV iShares Russell 3000 ETF | 0.02% | 4,290 | $1.4M | Add +3.4% |
| UL Unilever PLC | 0.02% | 21,553 | $1.4M | Add +0.8% |
| IWB iShares Russell 1000 ETF | 0.02% | 4,395 | $1.4M | Add +6.0% |
| BAX Baxter International Inc. | 0.02% | 36,220 | $1.4M | Reduce -1.4% |
| IDV iShares International Select | 0.02% | 44,894 | $1.4M | Add +0.5% |
| LIN Linde PLC | 0.02% | 2,826 | $1.3M | Add +2.2% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 10,526 | $1.3M | Add +18.7% |
| AMD Advanced Micro Devices | 0.02% | 8,034 | $1.3M | Add +8.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 11,009 | $1.3M | Add +1.1% |
| JCI Johnson Controls Internation | 0.02% | 16,866 | $1.3M | Reduce -1.5% |
| BX Blackstone Inc. | 0.02% | 8,546 | $1.3M | Add +14.5% |
| MAR Marriott International Class A | 0.02% | 5,198 | $1.3M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 15,835 | $1.3M | Reduce -3.7% |
| FLOT iShares Floating Rate Bond E | 0.02% | 24,906 | $1.3M | Reduce -0.4% |
| BP BP PLC-Spons ADR | 0.02% | 40,186 | $1.3M | Add +8.1% |
| HSY The Hershey Co. | 0.02% | 6,524 | $1.3M | Reduce -1.6% |
| ORRF Orrstown Finl Services Inc. | 0.02% | 34,247 | $1.2M | New |
| GS Goldman Sachs Group Inc. | 0.02% | 2,485 | $1.2M | Add +1.1% |
| VCIT Vanguard Int-Term Corporate | 0.02% | 14,569 | $1.2M | Add +77.9% |
| EOG EOG Resources Inc. | 0.02% | 9,913 | $1.2M | Add +484.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 15,080 | $1.2M | Reduce -21.7% |
| VTIP Vanguard Short-Term Tips | 0.02% | 23,987 | $1.2M | Reduce -24.5% |
| ORLY O'reilly Automotive Inc. | 0.02% | 1,012 | $1.2M | Reduce -3.0% |
| KLAC KLA Corp. | 0.02% | 1,482 | $1.1M | Add +0.1% |
| CMI Cummins Inc. | 0.02% | 3,393 | $1.1M | Add +230.4% |
| RJF Raymond James Financial Inc. | 0.02% | 8,966 | $1.1M | No change |
| CBT Cabot Corp. | 0.02% | 9,742 | $1.1M | Reduce -0.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 3,370 | $1.1M | Add +16.4% |
| MRO Marathon Oil Corp. | 0.02% | 40,472 | $1.1M | Reduce -2.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 7,701 | $1.1M | Reduce -6.2% |
| WFC Wells Fargo & Co. | 0.02% | 19,010 | $1.1M | Add +2.0% |
| VRP Invesco Variable Rate Prefer | 0.02% | 43,712 | $1.1M | Reduce -6.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 16,947 | $1.1M | Add +9.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 3,733 | $1.0M | Reduce -1.1% |
| FDX FedEx Corp. | 0.02% | 3,801 | $1.0M | Reduce -5.3% |
| TEVA Teva Pharmaceutical-SP ADR | 0.02% | 56,472 | $1.0M | Reduce -0.2% |
| ELV Elevance Health Inc. | 0.01% | 1,953 | $1.0M | Add +2.7% |
| CME Cme Group Inc. | 0.01% | 4,597 | $1.0M | Add +3.3% |
| WY Weyerhaeuser Co. | 0.01% | 29,918 | $1.0M | No change |
| ADX Adams Diversified Equity | 0.01% | 46,965 | $1.0M | Add +2.1% |
| MO Altria Group Inc. | 0.01% | 19,772 | $1.0M | Reduce -0.6% |
| IDXX Idexx Laboratories Inc. | 0.01% | 1,993 | $1.0M | Reduce -3.4% |
| OKE Oneok Inc. | 0.01% | 11,041 | $1.0M | Add +0.6% |
| GRMN Garmin Ltd. | 0.01% | 5,649 | $994K | Reduce -6.4% |
| PAVE Global X US Infrastructure | 0.01% | 24,129 | $993K | Reduce -4.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.01% | 38,304 | $986K | New |
| CAG Conagra Brands Inc. | 0.01% | 30,303 | $985K | Reduce -9.7% |
| GEHC GE Healthcare Technology | 0.01% | 10,402 | $976K | Reduce -4.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 2,266 | $959K | Add +81.7% |
| EPD Enterprise Products Partners | 0.01% | 32,787 | $954K | Add +2.5% |
| SRCE 1ST Source Corp. | 0.01% | 15,932 | $954K | Reduce -1.0% |
| PSA Public Storage | 0.01% | 2,610 | $950K | New |
| TT Trane Technologies PLC | 0.01% | 2,442 | $949K | Add +2.4% |
| FCX Freeport-McMoran Inc. | 0.01% | 18,742 | $936K | Add +185.0% |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 11,106 | $935K | Add +43.3% |
| HDV iShares Core High Dividend E | 0.01% | 7,922 | $932K | Add +25.9% |
| DFUS Dimensional US Eq MKT ETF | 0.01% | 14,849 | $924K | No change |
| DFAX Dimensional World Ex US Core | 0.01% | 33,104 | $894K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 3,146 | $885K | Reduce -0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 7,906 | $860K | Add +0.3% |
| ES Eversource Energy | 0.01% | 12,517 | $852K | Add +1.2% |
| EFX Equifax Inc. | 0.01% | 2,870 | $843K | Add +1.2% |
| SYY Sysco Corp. | 0.01% | 10,794 | $843K | Add +5.0% |
| PFF iShares Preferred & Income S | 0.01% | 25,275 | $840K | Reduce -2.2% |
| MCHP Microchip Technology Inc. | 0.01% | 10,451 | $839K | Add +55.3% |
| EWJ iShares MSCI Japan ETF | 0.01% | 11,642 | $833K | Reduce -18.7% |
| ADI Analog Devices Inc. | 0.01% | 3,531 | $813K | Add +1.2% |
| DFUV Dimensional US Marketwide Va | 0.01% | 19,337 | $806K | Add +1.4% |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 7,827 | $796K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 9,406 | $783K | Add +13.0% |
| CFB Crossfirst Bankshares Inc. | 0.01% | 46,838 | $782K | Reduce -18.5% |
| CLX Clorox Company | 0.01% | 4,761 | $776K | Reduce -0.5% |
| MPLX MPLX LP | 0.01% | 17,156 | $763K | No change |
| BSX Boston Scientific Corp. | 0.01% | 9,032 | $757K | Add +0.3% |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 9,530 | $750K | Reduce -0.6% |
| TTEK Tetra Tech Inc. | 0.01% | 15,765 | $743K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 14,690 | $742K | No change |
| MKC.V McCormick & Co. Inc. VTG Com | 0.01% | 8,986 | $742K | New |
| VONE Vanguard Russell 1000 | 0.01% | 2,848 | $741K | Add +3.2% |
| GILD Gilead Sciences Inc. | 0.01% | 8,613 | $722K | Reduce -13.9% |
| J Jacobs Solutions Inc. | 0.01% | 5,513 | $722K | New |
| ARCC Ares Capital Corp. | 0.01% | 34,031 | $713K | Add +3.4% |
| SNA Snap-on Inc. | 0.01% | 2,435 | $705K | Reduce -0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.01% | 13,208 | $696K | Add +35.2% |
| AFL Aflac Inc. | 0.01% | 6,147 | $687K | Add +15.8% |
| VFC VF Corp. | 0.01% | 34,249 | $683K | Reduce -0.2% |
| VXF Vanguard Extended Market ETF | 0.01% | 3,702 | $674K | Add +102.0% |
| FXI iShares China Large-Cap ETF | 0.01% | 20,536 | $653K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 3,612 | $648K | Add +17.4% |
| MRSH Marsh & McLennan Cos | 0.01% | 2,894 | $646K | Add +15.0% |
| CRH CRH PLC | 0.01% | 6,929 | $643K | Add +9.4% |
| HCA HCA Healthcare Inc. | 0.01% | 1,551 | $630K | Add +3.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 10,961 | $627K | No change |
| CI The Cigna Group | 0.01% | 1,809 | $627K | Reduce -4.3% |
| XLC SS Comm Select Sector SPDR | 0.01% | 6,812 | $616K | Add +1.8% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 4,862 | $613K | Reduce -4.7% |
| YUM Yum! Brands Inc. | 0.01% | 4,362 | $609K | Reduce -5.2% |
| VT Vanguard Tot World STK ETF | 0.01% | 5,055 | $605K | Add +104.0% |
| MLM Martin Marietta Materials | 0.01% | 1,123 | $604K | Add +1.9% |
| SLVM Sylvamo Corp. | 0.01% | 7,014 | $602K | Reduce -1.5% |
| CARR Carrier Global Corp. | 0.01% | 7,441 | $599K | Reduce -1.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 6,449 | $589K | Reduce -27.7% |
| IXP iShares Global Comm Services | 0.01% | 6,250 | $588K | No change |
| TLT iShares 20+ Year Treasury BD | 0.01% | 5,989 | $588K | Reduce -21.2% |
| UBER Uber Technologies Inc. | 0.01% | 7,726 | $581K | New |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.01% | 3,225 | $569K | Reduce -3.0% |
| MFC Manulife Financial Corp. | 0.01% | 18,984 | $561K | Add +57.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 8,997 | $553K | No change |
| AER Aercap Holdings NV | 0.01% | 5,800 | $549K | Add +7.8% |
| IBB iShares Biotechnology ETF | 0.01% | 3,771 | $549K | No change |
| SNY Sanofi-ADR | 0.01% | 9,525 | $549K | Reduce -12.1% |
| RCI Rogers Communications Inc. Class B | 0.01% | 13,576 | $546K | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 6,826 | $542K | Reduce -8.6% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 4,990 | $539K | Reduce -7.1% |
| PHM Pultegroup Inc. | 0.01% | 3,739 | $537K | Reduce -4.7% |
| DOV Dover Corp. | 0.01% | 2,795 | $536K | Reduce -1.0% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 6,447 | $536K | Reduce -7.7% |
| WELL Welltower Inc. | 0.01% | 4,168 | $534K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 6,833 | $532K | Add +4.4% |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 4,392 | $529K | Reduce -0.1% |
| DGRO iShares Core Dividend Growth | 0.01% | 8,304 | $521K | Add +90.2% |
| HTLF Heartland Financial USA Inc. | 0.01% | 9,177 | $520K | Reduce -1.1% |
| BALL Ball Corp. | 0.01% | 7,625 | $518K | Reduce -8.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.01% | 5,533 | $515K | Add +2.8% |
| IGF iShares Global Infrastructur | 0.01% | 9,462 | $515K | No change |
| VLO Valero Energy Corp. | 0.01% | 3,790 | $512K | Add +7.6% |
| NXPI NXP Semiconductors NV | 0.01% | 2,130 | $511K | Reduce -12.0% |
| FAST Fastenal Co. | 0.01% | 7,120 | $509K | Add +11.2% |
| LUV Southwest Airlines Co. | 0.01% | 17,082 | $506K | Reduce -4.5% |
| SUN Sunoco LP | 0.01% | 9,356 | $502K | Reduce -2.6% |
| TTE Totalenergies SE -Spon ADR | 0.01% | 7,751 | $501K | Reduce -14.4% |
| FISV Fiserv Inc. | 0.01% | 2,783 | $500K | Add +1.3% |
| MET Metlife Inc. | 0.01% | 6,000 | $495K | Add +0.2% |
| SAN Banco Santander SA-Spon ADR | 0.01% | 97,035 | $495K | Add +10.2% |
| PEG Public Service Enterprise GP | 0.01% | 5,542 | $494K | Add +3.3% |
| ED Consolidated Edison Inc. | 0.01% | 4,705 | $490K | Reduce -1.3% |
| WBD Warner Bros Discovery Inc. | 0.01% | 58,848 | $485K | Reduce -1.0% |
| ING ING Groep N.V.-Sponsored ADR | 0.01% | 26,526 | $482K | Add +9.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 3,773 | $475K | Add +4.8% |
| PBR Petroleo Brasileiro-Spon ADR | 0.01% | 32,784 | $472K | Add +54.1% |
| ADM Archer-Daniels-Midland Co. | 0.01% | 7,769 | $464K | Add +0.4% |
| KTB Kontoor Brands Inc. | 0.01% | 5,664 | $463K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 5,688 | $458K | No change |
| SLF Sun Life Financial Inc. | 0.01% | 7,823 | $454K | Add +29.3% |
| MCK McKesson Corp. | 0.01% | 916 | $453K | Add +4.5% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.01% | 44,195 | $450K | Add +10.9% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.01% | 4,915 | $443K | Reduce -4.8% |
| KHC The Kraft Heinz Co. | 0.01% | 12,607 | $443K | Reduce -4.2% |
| BCS Barclays PLC-Spons ADR | 0.01% | 36,287 | $441K | Add +9.5% |
| XNTK SS SPDR Nyse Tech ETF | 0.01% | 2,200 | $435K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 9,175 | $432K | New |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 11,832 | $431K | No change |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.01% | 6,917 | $427K | Add +9.4% |
| AROW Arrow Financial Corp. | 0.01% | 14,862 | $426K | Reduce -24.2% |
| SRLN SS Blackstone Sr Loan ETF | 0.01% | 10,192 | $426K | Add +24.4% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.01% | 3,626 | $421K | Add +9.6% |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 2,979 | $418K | Add +15.2% |
| TIP iShares Tips Bond ETF | 0.01% | 3,783 | $418K | Reduce -9.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 3,694 | $417K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.01% | 2,000 | $413K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 5,805 | $413K | Add +6.3% |
| OEF iShares S&P 100 ETF | 0.01% | 1,487 | $412K | New |
| VXUS Vanguard Total Intl Stock | 0.01% | 6,137 | $397K | Reduce -20.3% |
| DOX Amdocs Ltd. | 0.01% | 4,535 | $397K | Add +11.3% |
| PPG PPG Industries Inc. | 0.01% | 2,964 | $393K | Reduce -0.2% |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 3,664 | $389K | Add +4.8% |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 6,754 | $389K | Add +21.3% |
| UTL Unitil Corp. | 0.01% | 6,379 | $386K | No change |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.01% | 58,041 | $386K | Add +11.3% |
| LYB Lyondellbasell Indu Class A | 0.01% | 4,023 | $386K | Reduce -11.2% |
| MBB iShares MBS ETF | 0.01% | 3,988 | $382K | Add +4.6% |
| CACI Caci International Inc. Class A | 0.01% | 746 | $376K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.01% | 18,950 | $374K | No change |
| NWG Natwest Group PLC -Spon ADR | 0.01% | 39,120 | $366K | Add +10.0% |
| IQLT iShares MSCI International Q | 0.01% | 8,824 | $366K | New |
| VTRS Viatris Inc. | 0.01% | 31,532 | $366K | Reduce -2.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 3,333 | $363K | Add +2.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 5,345 | $360K | Reduce -18.9% |
| NIM Nuveen Select Maturit Muni | 0.01% | 38,650 | $358K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.01% | 18,261 | $357K | No change |
| TAK Takeda Pharmaceutic-SP ADR | 0.01% | 24,817 | $353K | Reduce -1.2% |
| IYC iShares US Consumer Discreti | 0.01% | 4,010 | $353K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.01% | 1,979 | $352K | Reduce -10.2% |
| IYH iShares U.S. Healthcare ETF | 0.01% | 5,376 | $349K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 4,535 | $347K | Reduce -3.0% |
| GT Goodyear Tire & Rubber Co. | 0.01% | 39,013 | $345K | Reduce -0.9% |
| IYT iShares US Transportation Et | 0.01% | 4,964 | $342K | No change |
| SOLV Solventum Corp. | 0.01% | 4,905 | $342K | Reduce -17.1% |
| JNK SS SPDR BB High Yield Bond | 0.01% | 3,475 | $340K | Reduce -33.0% |
| SGOV iShares 0-3 Month Treasury B | 0.01% | 3,359 | $338K | Add +61.6% |
| IT Gartner Inc. | 0.00% | 654 | $331K | New |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 3,088 | $330K | No change |
| SUB iShares Short-Term National | 0.00% | 3,102 | $329K | Add +38.7% |
| CBOE Cboe Global Markets Inc. | 0.00% | 1,600 | $328K | New |
| DLN Wisdomtree US Largecap Divid | 0.00% | 4,169 | $328K | Reduce -2.5% |
| VHT Vanguard Health Care ETF | 0.00% | 1,159 | $327K | No change |
| SPG Simon Property Group Inc. | 0.00% | 1,922 | $325K | Reduce -20.9% |
| STX Seagate Technology Holdings | 0.00% | 2,954 | $324K | Add +2.4% |
| ORI Old Republic Intl Corp. | 0.00% | 9,080 | $322K | Reduce -2.0% |
| TRI Thomson Reuters Corp. | 0.00% | 1,867 | $319K | Reduce -4.5% |
| NTES Netease Inc.-ADR | 0.00% | 3,404 | $318K | Add +8.0% |
| PAA Plains All Amer Pipeline LP | 0.00% | 18,077 | $314K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 5,270 | $312K | No change |
| YORW York Water Co. filed as YORK WTR CO | 0.00% | 8,051 | $302K | Reduce -1.8% |
| SOXX iShares Semiconductor ETF | 0.00% | 1,305 | $301K | No change |
| JHG Janus Henderson Group PLC | 0.00% | 7,889 | $300K | Reduce -8.7% |
| GAB Gabelli Equity Trust | 0.00% | 54,395 | $299K | Add +374.5% |
| IYZ iShares US Telecommunication | 0.00% | 11,698 | $295K | No change |
| EW Edwards Lifesciences Corp. | 0.00% | 4,476 | $295K | Reduce -7.9% |
| OIA Invesco Municipal Income Opp | 0.00% | 43,009 | $295K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 4,076 | $293K | New |
| ET Energy Transfer LP | 0.00% | 18,154 | $291K | Reduce -1.6% |
| JD Jd.com Inc.-ADR | 0.00% | 7,246 | $290K | New |
| COR Cencora Inc. | 0.00% | 1,284 | $289K | Add +20.2% |
| VLTO Veralto Corp. | 0.00% | 2,580 | $289K | Reduce -4.4% |
| HDB HDFC Bank Ltd.-ADR | 0.00% | 4,484 | $281K | New |
| ROP Roper Technologies Inc. | 0.00% | 503 | $280K | Add +27.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 3,033 | $278K | Reduce -46.7% |
| TSCO Tractor Supply Company | 0.00% | 951 | $277K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 1,351 | $274K | Add +23.4% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.00% | 17,412 | $274K | Reduce -15.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 5,743 | $271K | New |
| WAT Waters Corp. | 0.00% | 743 | $267K | New |
| BDX Becton Dickinson and Co. | 0.00% | 1,107 | $267K | Reduce -13.0% |
| DVN Devon Energy Corp. | 0.00% | 6,805 | $266K | Reduce -1.7% |
| ZTO Zto Express Cayman Inc.-ADR | 0.00% | 10,726 | $266K | Add +11.1% |
| PDD PDD Holdings Inc. | 0.00% | 1,962 | $264K | New |
| MSI Motorola Solutions Inc. | 0.00% | 573 | $258K | Reduce -1.0% |
| O Realty Income Corp. | 0.00% | 4,013 | $255K | Reduce -29.1% |
| RSG Republic Services Inc. | 0.00% | 1,265 | $254K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 2,530 | $252K | Reduce -15.2% |
| MPC Marathon Petroleum Corp. | 0.00% | 1,547 | $252K | Reduce -9.8% |
| BSCP Invesco Bulletshares 2025 CB | 0.00% | 12,201 | $252K | No change |
| OMC Omnicom Group | 0.00% | 2,392 | $247K | Add +1.4% |
| OC Owens Corning | 0.00% | 1,398 | $247K | New |
| ONEQ Fidelity Nasdaq Comp Indx | 0.00% | 3,382 | $242K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 914 | $238K | No change |
| UBS UBS Group AG-Reg | 0.00% | 7,659 | $237K | Reduce -22.0% |
| XLRE SS Real Estate Select Sector | 0.00% | 5,299 | $237K | Reduce -1.1% |
| VMC Vulcan Materials Co. | 0.00% | 943 | $236K | Reduce -14.5% |
| TMUS T-Mobile US Inc. | 0.00% | 1,144 | $236K | New |
| C Citigroup Inc. | 0.00% | 3,668 | $230K | Add +11.3% |
| EZM Wisdomtree US Midcap Fund | 0.00% | 3,683 | $230K | No change |
| SILA Sila Realty Trust Inc. | 0.00% | 9,078 | $230K | New |
| SF Stifel Financial Corp. | 0.00% | 2,433 | $228K | No change |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.00% | 2,380 | $227K | Reduce -72.9% |
| CDW CDW Corp. | 0.00% | 999 | $226K | Reduce -2.9% |
| RBA RB Global Inc. | 0.00% | 2,787 | $224K | Reduce -3.5% |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 7,441 | $223K | New |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.00% | 11,851 | $223K | New |
| KMI Kinder Morgan Inc. | 0.00% | 10,027 | $221K | Reduce -4.0% |
| NWL Newell Brands Inc. | 0.00% | 28,710 | $220K | Reduce -7.8% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 3,324 | $220K | New |
| VONG Vanguard Russell 1000 Growth | 0.00% | 2,280 | $220K | No change |
| VOX Vanguard Communication Servi | 0.00% | 1,502 | $218K | Reduce -6.2% |
| CYBR Cyberark Software Ltd./Israel | 0.00% | 746 | $218K | New |
| LHX L3HARRIS Technologies Inc. | 0.00% | 899 | $214K | New |
| DHI D.R. Horton Inc. | 0.00% | 1,119 | $213K | New |
| ICLR Icon PLC | 0.00% | 737 | $212K | Add +8.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 3,926 | $211K | New |
| ULTA Ulta Beauty Inc. | 0.00% | 542 | $211K | Reduce -6.4% |
| CNI Canadian Natl Railway Co. | 0.00% | 1,800 | $211K | Reduce -43.7% |
| KEY Keycorp | 0.00% | 12,453 | $209K | Reduce -26.2% |
| MELI MercadoLibre Inc. | 0.00% | 101 | $207K | New |
| KRE SS SPDR S&P Regional Bank | 0.00% | 3,650 | $207K | New |
| NVG Nuveen Amt-FR Muni CRDT | 0.00% | 15,389 | $206K | No change |
| XYZ Block Inc. | 0.00% | 3,062 | $206K | New |
| PHO Invesco Water Resources ETF | 0.00% | 2,898 | $204K | New |
| QDF NT Qual Div ETF | 0.00% | 2,844 | $204K | Reduce -33.4% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 2,099 | $203K | New |
| WEC WEC Energy Group Inc. | 0.00% | 2,103 | $202K | New |
| WSM Williams-Sonoma Inc. | 0.00% | 1,294 | $200K | New |
| VONV Vanguard Russell 1000 Value | 0.00% | 2,405 | $200K | New |
| VGR Vector Group Ltd. | 0.00% | 12,222 | $182K | No change |
| VALE Vale SA-SP ADR | 0.00% | 14,944 | $175K | Add +7.2% |
| MUA BlackRock Muniassets Fund | 0.00% | 13,112 | $163K | No change |
| AMS American Shared Hospital Ser | 0.00% | 37,123 | $113K | No change |
| CFFN Capitol Federal Financial Inc. | 0.00% | 19,204 | $112K | Reduce -1.3% |
| SILV Silvercrest Metals Inc. | 0.00% | 12,100 | $112K | No change |
| TCPC BlackRock TCP Capital Corp. | 0.00% | 12,500 | $104K | No change |
| XAODX Abrdn Total Dynamic Dividend | 0.00% | 10,933 | $99K | No change |
| TELFY Telefonica SA-Spon ADR | 0.00% | 18,645 | $91K | Add +83.8% |
| BTC Grayscale Bitcoin Mini Trust | 0.00% | 16,055 | $90K | Add +9.3% |
| NOK Nokia Corp.-Spon ADR | 0.00% | 15,550 | $68K | Add +0.2% |