| AAPL Apple Inc. | 4.76% | 43,957 | $9.3M | Reduce -7.6% |
| MSFT Microsoft Corp. | 4.63% | 20,127 | $9.0M | Reduce -7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.65% | 44,264 | $7.1M | Add +23.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.15% | 16,373 | $6.1M | Add +43.0% |
| XOM Exxon Mobil Corp. | 2.75% | 46,506 | $5.4M | Add +16.9% |
| NVDA Nvidia Corp. | 2.65% | 41,671 | $5.1M | Reduce -2.5% |
| PG The Procter & Gamble Co. | 2.64% | 31,120 | $5.1M | Add +74.2% |
| AMZN Amazon.com Inc. | 2.50% | 25,168 | $4.9M | Reduce -8.7% |
| IJS iShares S&P Small-Cap 600 Va | 2.29% | 45,843 | $4.5M | Add +15.7% |
| IVV iShares Core S&P 500 ETF | 2.19% | 7,799 | $4.3M | Reduce -8.3% |
| COST Costco Wholesale Corp. | 2.13% | 4,864 | $4.1M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 1.84% | 19,617 | $3.6M | Reduce -11.3% |
| ABBV Abbvie Inc. | 1.68% | 19,075 | $3.3M | Reduce -4.0% |
| PM Philip Morris International | 1.48% | 28,422 | $2.9M | Reduce -7.5% |
| LLY Eli Lilly & Co. | 1.45% | 3,111 | $2.8M | Add +0.1% |
| MRK Merck & Co. Inc. | 1.28% | 20,146 | $2.5M | Reduce -5.0% |
| VZ Verizon Communications Inc. | 1.25% | 58,784 | $2.4M | Reduce -8.1% |
| JPM JPMorgan Chase & Co. | 1.20% | 11,582 | $2.3M | Reduce -7.2% |
| AMGN Amgen Inc. | 1.19% | 7,406 | $2.3M | Reduce -6.3% |
| DUK Duke Energy Corp. | 1.12% | 21,714 | $2.2M | Reduce -11.4% |
| HD Home Depot Inc. | 1.11% | 6,242 | $2.1M | Reduce -5.8% |
| AVGO Broadcom Inc. | 1.10% | 1,335 | $2.1M | Reduce -9.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 3,827 | $2.1M | Reduce -58.8% |
| UNP Union Pacific Corp. | 0.99% | 8,504 | $1.9M | Reduce -3.4% |
| WMB Williams Cos Inc. | 0.95% | 43,353 | $1.8M | Reduce -9.8% |
| SO The Southern Co. | 0.94% | 23,460 | $1.8M | Reduce -10.4% |
| PFE Pfizer Inc. | 0.93% | 64,734 | $1.8M | Reduce -5.2% |
| JNJ Johnson & Johnson | 0.90% | 12,001 | $1.8M | Reduce -2.4% |
| TTE Totalenergies SE -Spon ADR | 0.89% | 26,084 | $1.7M | Reduce -14.7% |
| GILD Gilead Sciences Inc. | 0.88% | 25,004 | $1.7M | Reduce -6.1% |
| IJH iShares Core S&P Midcap ETF | 0.88% | 29,288 | $1.7M | Reduce -28.1% |
| CRM Salesforce Inc. | 0.83% | 6,282 | $1.6M | Reduce -6.1% |
| ETN Eaton Corp. PLC | 0.83% | 5,133 | $1.6M | Reduce -3.7% |
| VOO Vanguard S&P 500 ETF | 0.81% | 3,159 | $1.6M | Reduce -5.7% |
| KO The Coca-Cola Co. | 0.80% | 24,448 | $1.6M | Reduce -3.1% |
| T AT&T Inc. | 0.79% | 80,417 | $1.5M | Reduce -9.1% |
| AEP American Electric Power | 0.79% | 17,425 | $1.5M | Reduce -6.5% |
| IJR iShares Core S&P Small-Cap E | 0.76% | 13,934 | $1.5M | Reduce -3.3% |
| KMB Kimberly-Clark Corp. | 0.74% | 10,372 | $1.4M | Reduce -11.8% |
| CAT Caterpillar Inc. | 0.73% | 4,272 | $1.4M | Reduce -8.1% |
| ENB Enbridge Inc. | 0.72% | 39,524 | $1.4M | Reduce -15.0% |
| KLAC KLA Corp. | 0.71% | 1,664 | $1.4M | Reduce -1.5% |
| CVX Chevron Corp. | 0.66% | 8,187 | $1.3M | Reduce -6.3% |
| PNC PNC Financial Services Group | 0.65% | 8,079 | $1.3M | Reduce -9.9% |
| UNH Unitedhealth Group Inc. | 0.64% | 2,447 | $1.2M | Reduce -8.8% |
| ADP Automatic Data Processing | 0.63% | 5,125 | $1.2M | No change |
| NGG National Grid PLC-SP ADR | 0.63% | 21,404 | $1.2M | Reduce -11.1% |
| IVW iShares S&P 500 Growth ETF | 0.62% | 13,131 | $1.2M | Reduce -37.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.61% | 15,393 | $1.2M | Reduce -2.7% |
| D Dominion Energy Inc. | 0.61% | 24,130 | $1.2M | Reduce -16.2% |
| MCD McDonald's Corp. | 0.59% | 4,522 | $1.2M | Reduce -1.6% |
| PANW Palo Alto Networks Inc. | 0.59% | 3,384 | $1.1M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.59% | 2,264 | $1.1M | Reduce -17.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 2,682 | $1.1M | Reduce -4.5% |
| TRP TC Energy Corp. | 0.56% | 28,672 | $1.1M | Reduce -10.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 6,248 | $1.1M | No change |
| NEE Nextera Energy Inc. | 0.56% | 15,259 | $1.1M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.52% | 5,462 | $1.0M | Reduce -10.4% |
| HBAN Huntington Bancshares Inc. | 0.51% | 75,956 | $1.0M | Reduce -12.2% |
| VXF Vanguard Extended Market ETF | 0.51% | 5,871 | $991K | Reduce -2.4% |
| BCE Bce Inc. | 0.51% | 30,547 | $989K | Reduce -12.0% |
| V Visa Inc. Class A | 0.51% | 3,763 | $988K | Reduce -15.6% |
| CSCO Cisco Systems Inc. | 0.51% | 20,750 | $986K | Reduce -5.4% |
| PEP Pepsico Inc. | 0.50% | 5,917 | $976K | Reduce -4.7% |
| LYB Lyondellbasell Indu Class A | 0.50% | 10,196 | $975K | Reduce -12.6% |
| BTI British American Tob-SP ADR | 0.50% | 31,201 | $965K | Reduce -12.7% |
| ABT Abbott Laboratories | 0.49% | 9,153 | $951K | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 12,933 | $939K | Reduce -9.5% |
| TFC Truist Financial Corp. | 0.47% | 23,742 | $922K | Reduce -10.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO | 0.47% | 19,037 | $905K | Reduce -13.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 8,197 | $902K | Reduce -0.2% |
| USB US Bancorp | 0.46% | 22,666 | $900K | Reduce -11.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 3,712 | $899K | Add +10.6% |
| ADBE Adobe Inc. | 0.46% | 1,602 | $890K | Reduce -6.6% |
| UPS United Parcel Service Class B | 0.45% | 6,398 | $876K | Reduce -8.5% |
| WMT Walmart Inc. | 0.45% | 12,824 | $868K | Reduce -8.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 8,574 | $851K | Reduce -6.4% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 1,509 | $834K | Reduce -9.4% |
| HON Honeywell International Inc. | 0.43% | 3,901 | $833K | Reduce -6.3% |
| BIV Vanguard Intermediate-Term B | 0.42% | 10,977 | $822K | Reduce -52.2% |
| VGSH Vanguard Short-Term Treasury | 0.42% | 14,047 | $815K | Reduce -7.2% |
| MA Mastercard Inc. Class A | 0.41% | 1,823 | $804K | Add +3.4% |
| BMY Bristol-Myers Squibb Co. | 0.36% | 16,992 | $706K | Reduce -6.4% |
| PPL PPL Corp. | 0.36% | 25,193 | $697K | Reduce -19.3% |
| ETR Entergy Corp. | 0.36% | 6,474 | $693K | Reduce -13.9% |
| CAG Conagra Brands Inc. | 0.35% | 24,190 | $687K | Reduce -11.8% |
| COP Conocophillips | 0.35% | 5,957 | $681K | Reduce -9.1% |
| MDLZ Mondelez International Inc. Class A | 0.31% | 9,234 | $604K | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 9,226 | $593K | Reduce -3.3% |
| LOW Lowe's Cos Inc. | 0.30% | 2,653 | $585K | Add +3.0% |
| TSLA Tesla Inc. | 0.29% | 2,874 | $569K | Reduce -8.0% |
| ICE Intercontinental Exchange Inc. | 0.29% | 4,086 | $559K | No change |
| AMCR Amcor PLC | 0.28% | 56,249 | $550K | Reduce -13.0% |
| RTX RTX Corp. | 0.27% | 5,279 | $530K | Reduce -0.7% |
| O Realty Income Corp. | 0.27% | 9,953 | $526K | Reduce -10.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 2,296 | $501K | Add +1.9% |
| CCI Crown Castle Inc. | 0.25% | 5,009 | $489K | Reduce -52.3% |
| DHR Danaher Corp. | 0.25% | 1,926 | $481K | Reduce -11.0% |
| UL Unilever PLC | 0.24% | 8,615 | $474K | Reduce -51.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 1,733 | $464K | Reduce -10.9% |