| AAPL Apple Inc. | 6.37% | 250,418 | $52.7M | Reduce -4.2% |
| SCHG Schwab US Large-Cap Growth | 5.66% | 464,681 | $46.9M | Reduce -8.1% |
| QUAL iShares MSCI USA Quality Fac | 3.97% | 192,633 | $32.9M | Add +162.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.84% | 198,481 | $31.8M | Reduce -11.8% |
| NVDA Nvidia Corp. | 3.71% | 248,563 | $30.7M | Add +2.8% |
| AMZN Amazon.com Inc. | 3.36% | 144,079 | $27.8M | Reduce -2.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.84% | 240,840 | $23.5M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 2.74% | 124,666 | $22.7M | Reduce -2.0% |
| DGRW Wisdomtree U.S. Quality Divi | 2.66% | 281,850 | $22.0M | Add +37.6% |
| MA Mastercard Inc. Class A | 2.53% | 47,502 | $21.0M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.38% | 179,221 | $19.7M | Reduce -1.2% |
| INTU Intuit Inc. | 2.26% | 28,486 | $18.7M | Reduce -3.1% |
| ADBE Adobe Inc. | 2.17% | 32,289 | $17.9M | Reduce -0.0% |
| ISRG Intuitive Surgical Inc. | 2.15% | 39,986 | $17.8M | Reduce -2.6% |
| AME Ametek Inc. | 1.82% | 90,191 | $15.0M | Add +0.4% |
| LOW Lowe's Cos Inc. | 1.60% | 59,951 | $13.2M | Reduce -1.8% |
| BKNG Booking Holdings Inc. | 1.41% | 2,946 | $11.7M | Add +0.9% |
| ULTA Ulta Beauty Inc. | 1.39% | 29,809 | $11.5M | Reduce -0.1% |
| NET Cloudflare Inc. Class A | 1.34% | 134,327 | $11.1M | Reduce -0.5% |
| LH Labcorp Holdings Inc. | 1.34% | 54,455 | $11.1M | Reduce -1.2% |
| ADSK Autodesk Inc. | 1.29% | 43,109 | $10.7M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 1.27% | 163,314 | $10.5M | Add +0.6% |
| MSFT Microsoft Corp. | 1.22% | 22,606 | $10.1M | Reduce -0.3% |
| J Jacobs Solutions Inc. | 1.18% | 70,069 | $9.8M | Add +0.4% |
| LULU Lululemon Athletica Inc. | 1.10% | 30,600 | $9.1M | Reduce -0.2% |
| SFM Sprouts Farmers Market Inc. | 1.07% | 105,981 | $8.9M | Add +7.2% |
| FANG Diamondback Energy Inc. | 1.07% | 44,210 | $8.9M | Add +1.7% |
| BLK BlackRock Finance Inc. | 1.04% | 10,971 | $8.6M | Add +2.5% |
| IQV Iqvia Holdings Inc. | 1.01% | 39,694 | $8.4M | Add +0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.97% | 117,625 | $8.0M | Add +26.9% |
| CME Cme Group Inc. | 0.96% | 40,443 | $8.0M | Add +0.9% |
| IMCG iShares Morningstar Mid-Cap | 0.86% | 104,733 | $7.1M | Reduce -61.5% |
| NKE Nike Inc. Class B | 0.81% | 88,680 | $6.7M | Reduce -3.9% |
| JPM JPMorgan Chase & Co. | 0.79% | 32,213 | $6.5M | Reduce -1.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.78% | 118,227 | $6.5M | Add +28.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 23,757 | $6.4M | Add +0.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.76% | 80,313 | $6.3M | Add +3.0% |
| BRO Brown & Brown Inc. | 0.74% | 68,964 | $6.2M | Add +1.3% |
| IWP iShares Russell Mid-Cap Grow | 0.69% | 51,967 | $5.7M | Reduce -3.3% |
| IWS iShares Russell Mid-Cap Valu | 0.66% | 45,141 | $5.5M | Reduce -27.6% |
| GOOG Alphabet Inc. Class C | 0.62% | 28,065 | $5.1M | Reduce -7.2% |
| WST West Pharmaceutical Services | 0.57% | 14,378 | $4.7M | Add +2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.57% | 12,602 | $4.7M | Reduce -2.8% |
| IVV iShares Core S&P 500 ETF | 0.53% | 8,074 | $4.4M | Add +11.7% |
| MOH Molina Healthcare Inc. | 0.53% | 14,857 | $4.4M | Add +2.3% |
| PAYX Paychex Inc. | 0.48% | 33,763 | $4.0M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 9,114 | $3.7M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.42% | 24,053 | $3.5M | Add +11.1% |
| AVGO Broadcom Inc. | 0.40% | 2,086 | $3.3M | Reduce -1.2% |
| WM Waste Management Inc. | 0.39% | 15,296 | $3.3M | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 0.39% | 68,187 | $3.2M | Add +1.7% |
| WMB Williams Cos Inc. | 0.37% | 71,672 | $3.0M | Reduce -10.3% |
| VZ Verizon Communications Inc. | 0.35% | 69,930 | $2.9M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.34% | 16,409 | $2.8M | Add +0.3% |
| TSLA Tesla Inc. | 0.34% | 14,119 | $2.8M | Reduce -0.4% |
| SO The Southern Co. | 0.33% | 35,553 | $2.8M | Reduce -2.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.32% | 44,137 | $2.6M | Reduce -1.0% |
| PSA Public Storage | 0.32% | 9,104 | $2.6M | Reduce -3.7% |
| LAMR Lamar Advertising Co. Class A | 0.30% | 20,865 | $2.5M | Reduce -1.4% |
| TWLO Twilio Inc. Class A | 0.29% | 42,615 | $2.4M | Reduce -0.0% |
| DUK Duke Energy Corp. | 0.29% | 23,588 | $2.4M | Reduce -1.1% |
| TTE Totalenergies SE -Spon ADR | 0.28% | 34,845 | $2.3M | Add +21.6% |
| STX Seagate Technology Holdings | 0.28% | 22,319 | $2.3M | Reduce -2.5% |
| TRP TC Energy Corp. | 0.28% | 60,595 | $2.3M | Add +46.2% |
| COST Costco Wholesale Corp. | 0.27% | 2,676 | $2.3M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.27% | 18,345 | $2.3M | Reduce -0.6% |
| UL Unilever PLC | 0.27% | 41,042 | $2.3M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 4,021 | $2.2M | Reduce -2.7% |
| IP International Paper Co. | 0.26% | 50,379 | $2.2M | Reduce -6.6% |
| MET Metlife Inc. | 0.26% | 30,569 | $2.1M | Reduce -1.3% |
| DLR Digital Realty Trust Inc. | 0.26% | 14,022 | $2.1M | Add +21.0% |
| IWF iShares Russell 1000 Growth | 0.26% | 5,799 | $2.1M | Reduce -0.5% |
| CMI Cummins Inc. | 0.26% | 7,630 | $2.1M | Reduce -1.9% |
| MAA Mid-America Apartment Comm | 0.25% | 14,553 | $2.1M | New |
| DVN Devon Energy Corp. | 0.25% | 43,293 | $2.1M | Reduce -0.3% |
| BCE Bce Inc. | 0.25% | 62,912 | $2.0M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.24% | 17,611 | $2.0M | Reduce -0.8% |
| ED Consolidated Edison Inc. | 0.24% | 21,913 | $2.0M | Reduce -1.3% |
| WELL Welltower Inc. | 0.23% | 18,660 | $1.9M | Reduce -7.8% |
| TXN Texas Instruments Inc. | 0.23% | 9,862 | $1.9M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 8,721 | $1.9M | Reduce -25.0% |
| SYK Stryker Corp. | 0.22% | 5,314 | $1.8M | Reduce -2.3% |
| RPG Invesco S&P 500 Pure Growth | 0.22% | 48,153 | $1.8M | Reduce -4.7% |
| UPS United Parcel Service Class B | 0.22% | 13,046 | $1.8M | Reduce -1.9% |
| ENB Enbridge Inc. | 0.21% | 49,857 | $1.8M | New |
| GIS General Mills Inc. | 0.21% | 27,884 | $1.8M | Add +1.0% |
| CL Colgate-Palmolive Co. | 0.21% | 18,046 | $1.8M | Reduce -3.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 11,417 | $1.7M | Reduce -32.9% |
| PEP Pepsico Inc. | 0.20% | 10,090 | $1.7M | Reduce -3.2% |
| KMB Kimberly-Clark Corp. | 0.19% | 11,495 | $1.6M | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 2,894 | $1.6M | Reduce -8.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 10,973 | $1.6M | Add +221.8% |
| LLY Eli Lilly & Co. | 0.19% | 1,713 | $1.6M | Add +1.2% |
| NFLX Netflix Inc. | 0.17% | 2,099 | $1.4M | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 8,147 | $1.4M | Reduce -3.2% |
| META Meta Platforms Inc. Class A | 0.17% | 2,752 | $1.4M | Reduce -2.2% |
| ICE Intercontinental Exchange Inc. | 0.16% | 9,875 | $1.4M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 26,482 | $1.3M | Add +21.1% |
| MEDP Medpace Holdings Inc. | 0.16% | 3,159 | $1.3M | Add +6.1% |
| RTX RTX Corp. | 0.16% | 12,801 | $1.3M | Reduce -4.5% |
| PWR Quanta Services Inc. | 0.15% | 4,861 | $1.2M | Reduce -2.7% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,416 | $1.2M | Reduce -0.2% |
| BAH Booz Allen Hamilton Holdings | 0.15% | 7,893 | $1.2M | Add +304.1% |
| AMGN Amgen Inc. | 0.14% | 3,819 | $1.2M | Add +1.0% |
| AYI Acuity Inc. | 0.14% | 4,724 | $1.1M | No change |
| V Visa Inc. Class A | 0.13% | 4,074 | $1.1M | Add +1.3% |
| SCHM Schwab US Mid Cap ETF | 0.13% | 13,683 | $1.1M | Reduce -29.1% |
| ORCL Oracle Corp. | 0.12% | 7,093 | $1.0M | Add +2.9% |
| CVX Chevron Corp. | 0.12% | 6,171 | $965K | Add +0.1% |
| SPGI S&P Global Inc. | 0.12% | 2,157 | $962K | Add +0.7% |
| PANW Palo Alto Networks Inc. | 0.12% | 2,837 | $962K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 9,532 | $946K | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,955 | $937K | Reduce -1.3% |
| CNI Canadian Natl Railway Co. | 0.11% | 7,894 | $933K | Add +0.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.11% | 3,539 | $918K | Add +22.8% |
| LRCX Lam Research Corp. | 0.11% | 860 | $916K | No change |
| RH RH | 0.11% | 3,729 | $912K | Reduce -16.4% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 3,838 | $862K | Add +8.2% |
| HON Honeywell International Inc. | 0.10% | 3,983 | $851K | Reduce -3.0% |
| NEE Nextera Energy Inc. | 0.10% | 11,997 | $850K | No change |
| BX Blackstone Inc. | 0.10% | 6,671 | $826K | Reduce -1.6% |
| AMT American Tower Corp. | 0.10% | 4,130 | $803K | Add +1.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 4,532 | $788K | Add +0.4% |
| STZ Constellation Brands Inc. Class A | 0.09% | 3,056 | $786K | Reduce -0.6% |
| MAR Marriott International Class A | 0.09% | 3,233 | $782K | Reduce -0.1% |
| RACE Ferrari NV | 0.09% | 1,774 | $724K | Add +0.3% |
| SHW The Sherwin-Williams Co. | 0.09% | 2,386 | $712K | Reduce -0.3% |
| COR Cencora Inc. | 0.09% | 3,153 | $710K | Add +4.0% |
| CMCSA Comcast Corp. Class A | 0.08% | 17,873 | $700K | Reduce -4.4% |
| CWST Casella Waste Systems Inc. Class A | 0.08% | 6,990 | $694K | Add +0.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.08% | 19,446 | $691K | No change |
| MKTX Marketaxess Holdings Inc. | 0.08% | 3,423 | $686K | Reduce -8.4% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 4,274 | $679K | Add +6.0% |
| PG The Procter & Gamble Co. | 0.08% | 3,990 | $658K | Reduce -1.6% |
| AEP American Electric Power | 0.08% | 7,302 | $641K | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 16,061 | $639K | No change |
| WMT Walmart Inc. | 0.08% | 9,352 | $633K | Reduce -1.6% |
| CARR Carrier Global Corp. | 0.08% | 9,926 | $626K | Reduce -11.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 10,400 | $610K | No change |
| XLK SS Technology Select Sector | 0.07% | 2,659 | $602K | Add +0.1% |
| CLS Celestica Inc. | 0.07% | 10,458 | $600K | New |
| KLAC KLA Corp. | 0.07% | 717 | $591K | Add +2.6% |
| ABNB Airbnb Inc. Class A | 0.07% | 3,859 | $585K | Add +3.5% |
| DE Deere & Co. | 0.07% | 1,548 | $578K | Reduce -0.2% |
| TOL Toll Brothers Inc. | 0.07% | 4,980 | $574K | No change |
| CP Canadian Pacific Kansas City | 0.07% | 7,242 | $570K | Add +1.1% |
| SMH Vaneck Semiconductor ETF | 0.07% | 2,161 | $563K | No change |
| CAT Caterpillar Inc. | 0.07% | 1,680 | $559K | Reduce -0.1% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 11,541 | $548K | Reduce -5.2% |
| KO The Coca-Cola Co. | 0.07% | 8,504 | $541K | Reduce -0.1% |
| IWY iShares Russell Top 200 Grow | 0.07% | 2,515 | $540K | Reduce -7.0% |
| LMT Lockheed Martin Corp. | 0.06% | 1,138 | $532K | Add +13.1% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 6,783 | $527K | Reduce -1.9% |
| IWM iShares Russell 2000 ETF | 0.06% | 2,501 | $507K | Reduce -6.2% |
| ROK Rockwell Automation Inc. | 0.06% | 1,826 | $503K | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.06% | 979 | $490K | Reduce -12.5% |
| WAT Waters Corp. | 0.06% | 1,687 | $489K | Add +6.0% |
| SBUX Starbucks Corp. | 0.06% | 6,236 | $485K | Reduce -18.0% |
| IDXX Idexx Laboratories Inc. | 0.06% | 980 | $477K | Reduce -8.0% |
| MS Morgan Stanley | 0.06% | 4,803 | $467K | Add +10.7% |
| IWD iShares Russell 1000 Value E | 0.06% | 2,642 | $461K | Reduce -15.3% |
| FISV Fiserv Inc. | 0.05% | 3,047 | $454K | No change |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.05% | 2,400 | $454K | No change |
| BRKR Bruker Corp. | 0.05% | 7,100 | $453K | Add +7.0% |
| BSX Boston Scientific Corp. | 0.05% | 5,853 | $451K | Add +10.8% |
| HSY The Hershey Co. | 0.05% | 2,439 | $448K | Add +1.5% |
| ABT Abbott Laboratories | 0.05% | 4,275 | $444K | Reduce -3.4% |
| AXP American Express Co. | 0.05% | 1,903 | $441K | Reduce -16.2% |
| BA The Boeing Co. | 0.05% | 2,344 | $427K | No change |
| OTIS Otis Worldwide Corp. | 0.05% | 4,430 | $426K | No change |
| HD Home Depot Inc. | 0.05% | 1,199 | $413K | Reduce -18.6% |
| FTNT Fortinet Inc. | 0.05% | 6,525 | $393K | No change |
| ROST Ross Stores Inc. | 0.05% | 2,695 | $392K | Reduce -0.2% |
| MPC Marathon Petroleum Corp. | 0.05% | 2,236 | $388K | No change |
| GS Goldman Sachs Group Inc. | 0.05% | 836 | $378K | Reduce -8.8% |
| RDVY First Trust Rising Dividend | 0.05% | 6,903 | $378K | Reduce -2.8% |
| PFE Pfizer Inc. | 0.04% | 13,289 | $372K | Reduce -12.9% |
| AMG Affiliated Managers Group | 0.04% | 2,327 | $364K | Add +30.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 5,671 | $363K | Reduce -7.8% |
| T AT&T Inc. | 0.04% | 18,300 | $350K | Add +9.6% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,885 | $344K | Add +35.1% |
| ADP Automatic Data Processing | 0.04% | 1,420 | $339K | No change |
| HEI Heico Corp. | 0.04% | 1,512 | $338K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 3,168 | $338K | No change |
| CNC Centene Corp. | 0.04% | 5,045 | $334K | Add +31.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.04% | 2,201 | $333K | Reduce -2.5% |
| AON Aon PLC Class A | 0.04% | 1,134 | $333K | Reduce -1.3% |
| EME Emcor Group Inc. | 0.04% | 888 | $324K | Add +22.3% |
| GLW Corning Inc. | 0.04% | 8,326 | $323K | Reduce -5.0% |
| CSX CSX Corp. | 0.04% | 9,480 | $317K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 1,725 | $315K | Reduce -20.8% |
| ADI Analog Devices Inc. | 0.04% | 1,362 | $311K | Add +0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.04% | 4,840 | $303K | Add +6.4% |
| ROP Roper Technologies Inc. | 0.04% | 524 | $295K | Add +4.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 625 | $293K | New |
| AIZ Assurant Inc. | 0.04% | 1,748 | $291K | Add +42.7% |
| WFC Wells Fargo & Co. | 0.03% | 4,853 | $288K | Reduce -4.0% |
| CHKP Check Point Software Tech | 0.03% | 1,700 | $281K | No change |
| AER Aercap Holdings NV | 0.03% | 3,005 | $280K | Reduce -22.6% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 2,347 | $279K | Reduce -3.1% |
| FXL First Trust Technology Alpha | 0.03% | 2,021 | $275K | Reduce -2.6% |
| AMAT Applied Materials Inc. | 0.03% | 1,152 | $272K | Reduce -3.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.03% | 4,933 | $269K | Reduce -3.0% |
| NOVT Novanta Inc. | 0.03% | 1,630 | $266K | Reduce -4.1% |
| FMBH First Mid Bancshares Inc. | 0.03% | 8,000 | $263K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 257 | $263K | Add +5.3% |
| UNP Union Pacific Corp. | 0.03% | 1,148 | $260K | Reduce -16.2% |
| ZTS Zoetis Inc. | 0.03% | 1,498 | $260K | Reduce -13.2% |
| SCHW Schwab (charles) Corp. | 0.03% | 3,478 | $256K | Add +0.0% |
| MU Micron Technology Inc. | 0.03% | 1,939 | $255K | New |
| STE Steris PLC | 0.03% | 1,160 | $255K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 3,231 | $255K | No change |
| APO Apollo Global Management Inc. | 0.03% | 2,128 | $251K | New |
| APH Amphenol Corp. Class A | 0.03% | 3,671 | $247K | Reduce -4.2% |
| WCN Waste Connections Inc. | 0.03% | 1,405 | $246K | No change |
| ELV Elevance Health Inc. | 0.03% | 454 | $246K | New |
| CPRT Copart Inc. | 0.03% | 4,468 | $242K | Add +5.4% |
| CB Chubb Ltd. | 0.03% | 948 | $242K | No change |
| AVNT Avient Corp. | 0.03% | 5,513 | $241K | New |
| MNRO Monro Inc. | 0.03% | 10,011 | $239K | No change |
| ESI Element Solutions Inc. | 0.03% | 8,675 | $235K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.03% | 758 | $234K | New |
| NOW ServiceNow Inc. | 0.03% | 296 | $233K | New |
| IWB iShares Russell 1000 ETF | 0.03% | 771 | $229K | No change |
| PSX Phillips 66 | 0.03% | 1,608 | $227K | Add +0.1% |
| NSRGY Nestle SA-Spons ADR | 0.03% | 2,202 | $226K | Add +1.4% |
| CRM Salesforce Inc. | 0.03% | 833 | $214K | No change |
| AMD Advanced Micro Devices | 0.03% | 1,305 | $212K | Add +4.4% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 1,980 | $211K | New |
| SHOP Shopify Inc. Class A | 0.03% | 3,132 | $207K | Reduce -0.9% |
| LFUS Littelfuse Inc. | 0.02% | 800 | $204K | New |