| AAPL Apple Inc. | 6.66% | 236,546 | $59.2M | Reduce -3.5% |
| SCHG Schwab US Large-Cap Growth | 5.55% | 1,770,830 | $49.4M | Reduce -5.4% |
| QUAL iShares MSCI USA Quality Fac | 4.29% | 214,361 | $38.2M | Add +3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.79% | 199,022 | $33.7M | Add +1.2% |
| NVDA Nvidia Corp. | 3.53% | 233,888 | $31.4M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 3.47% | 140,596 | $30.8M | Reduce -1.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.71% | 205,355 | $24.1M | Reduce -6.8% |
| MA Mastercard Inc. Class A | 2.67% | 45,080 | $23.7M | Reduce -2.3% |
| DGRW Wisdomtree U.S. Quality Divi | 2.60% | 286,197 | $23.2M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 2.56% | 120,291 | $22.8M | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.29% | 168,910 | $20.4M | Reduce -2.0% |
| ISRG Intuitive Surgical Inc. | 2.13% | 36,303 | $18.9M | Reduce -3.9% |
| INTU Intuit Inc. | 1.93% | 27,266 | $17.1M | Reduce -3.0% |
| AME Ametek Inc. | 1.78% | 87,775 | $15.8M | Add +0.2% |
| NET Cloudflare Inc. Class A | 1.60% | 131,835 | $14.2M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 1.58% | 56,803 | $14.0M | Reduce -1.5% |
| BKNG Booking Holdings Inc. | 1.57% | 2,803 | $13.9M | Reduce -2.9% |
| SFM Sprouts Farmers Market Inc. | 1.49% | 104,425 | $13.3M | Add +0.6% |
| ADBE Adobe Inc. | 1.46% | 29,180 | $13.0M | Reduce -8.2% |
| ULTA Ulta Beauty Inc. | 1.44% | 29,351 | $12.8M | Add +1.8% |
| ADSK Autodesk Inc. | 1.42% | 42,748 | $12.6M | Reduce -0.7% |
| LH Labcorp Holdings Inc. | 1.40% | 54,227 | $12.4M | Add +0.2% |
| LULU Lululemon Athletica Inc. | 1.37% | 31,941 | $12.2M | Add +9.5% |
| CLS Celestica Inc. | 1.30% | 125,146 | $11.6M | Add +5.4% |
| BLK BlackRock Inc. | 1.24% | 10,749 | $11.0M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 1.16% | 444,603 | $10.3M | Reduce -7.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.11% | 34,137 | $9.9M | Add +44.8% |
| CME Cme Group Inc. | 1.07% | 40,927 | $9.5M | Reduce -0.7% |
| J Jacobs Solutions Inc. | 1.06% | 70,313 | $9.4M | Add +2.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.05% | 122,866 | $9.3M | Add +2.2% |
| MSFT Microsoft Corp. | 1.04% | 21,994 | $9.3M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.84% | 31,044 | $7.4M | Reduce -2.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.83% | 249,424 | $7.4M | Add +3.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.80% | 122,275 | $7.2M | Add +2.8% |
| BRO Brown & Brown Inc. | 0.80% | 69,896 | $7.1M | Add +2.0% |
| FANG Diamondback Energy Inc. | 0.80% | 43,278 | $7.1M | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.65% | 45,832 | $5.8M | Reduce -5.9% |
| TSLA Tesla Inc. | 0.62% | 13,736 | $5.5M | Reduce -3.8% |
| IQV Iqvia Holdings Inc. | 0.60% | 27,081 | $5.3M | Reduce -31.7% |
| GOOG Alphabet Inc. Class C | 0.58% | 26,992 | $5.1M | Reduce -3.8% |
| IMCG iShares Morningstar Mid-Cap | 0.56% | 65,664 | $5.0M | Reduce -14.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.54% | 11,957 | $4.8M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.52% | 20,016 | $4.6M | Reduce -4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 10,053 | $4.1M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.44% | 6,718 | $4.0M | Reduce -4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 8,704 | $3.9M | Reduce -5.2% |
| CSCO Cisco Systems Inc. | 0.43% | 65,199 | $3.9M | Reduce -2.0% |
| WMB Williams Cos Inc. | 0.43% | 70,216 | $3.8M | Reduce -1.2% |
| BAH Booz Allen Hamilton Holdings | 0.43% | 29,417 | $3.8M | Reduce -4.3% |
| WM Waste Management Inc. | 0.41% | 18,094 | $3.7M | Add +19.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 42,278 | $3.6M | Reduce -35.0% |
| TWLO Twilio Inc. Class A | 0.38% | 31,165 | $3.4M | Add +3.1% |
| IWS iShares Russell Mid-Cap Valu | 0.38% | 26,003 | $3.4M | Reduce -8.4% |
| JNJ Johnson & Johnson | 0.38% | 23,063 | $3.3M | Reduce -3.6% |
| MET Metlife Inc. | 0.37% | 40,252 | $3.3M | Add +4.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.34% | 38,922 | $3.0M | Reduce -11.1% |
| MOH Molina Healthcare Inc. | 0.33% | 10,141 | $3.0M | Reduce -27.9% |
| SO The Southern Co. | 0.33% | 35,546 | $2.9M | Add +0.8% |
| ABBV Abbvie Inc. | 0.33% | 16,356 | $2.9M | Add +0.7% |
| TRP TC Energy Corp. | 0.31% | 59,810 | $2.8M | Reduce -0.8% |
| CMI Cummins Inc. | 0.30% | 7,715 | $2.7M | Reduce -0.9% |
| VZ Verizon Communications Inc. | 0.29% | 65,100 | $2.6M | Reduce -6.8% |
| IP International Paper Co. | 0.29% | 47,995 | $2.6M | Reduce -4.5% |
| PSA Public Storage | 0.28% | 8,247 | $2.5M | Reduce -9.4% |
| DLR Digital Realty Trust Inc. | 0.28% | 13,873 | $2.5M | Reduce -2.8% |
| DUK Duke Energy Corp. | 0.27% | 22,628 | $2.4M | Reduce -1.0% |
| WELL Welltower Inc. | 0.27% | 19,079 | $2.4M | Add +2.5% |
| MRK Merck & Co. Inc. | 0.26% | 23,665 | $2.4M | Add +3.4% |
| STX Seagate Technology Holdings | 0.26% | 26,570 | $2.3M | Reduce -8.3% |
| COST Costco Wholesale Corp. | 0.26% | 2,480 | $2.3M | Reduce -3.4% |
| UL Unilever PLC | 0.25% | 39,890 | $2.3M | Reduce -0.8% |
| MAA Mid-America Apartment Comm | 0.25% | 14,437 | $2.2M | Reduce -0.6% |
| LAMR Lamar Advertising Co. Class A | 0.24% | 17,837 | $2.2M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 0.24% | 5,263 | $2.1M | Reduce -0.0% |
| ENB Enbridge Inc. | 0.24% | 49,561 | $2.1M | Reduce -0.9% |
| NSIT Insight Enterprises Inc. | 0.24% | 13,780 | $2.1M | Reduce -5.5% |
| ED Consolidated Edison Inc. | 0.22% | 22,387 | $2.0M | Add +2.4% |
| NKE Nike Inc. Class B | 0.22% | 26,000 | $2.0M | Reduce -12.3% |
| SYK Stryker Corp. | 0.22% | 5,330 | $1.9M | Reduce -1.4% |
| RPG Invesco S&P 500 Pure Growth | 0.21% | 46,023 | $1.9M | Reduce -3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 8,548 | $1.9M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.21% | 17,198 | $1.8M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 3,500 | $1.8M | Reduce -9.4% |
| NFLX Netflix Inc. | 0.20% | 2,000 | $1.8M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 3,008 | $1.8M | Add +9.8% |
| TTE Totalenergies SE -Spon ADR | 0.20% | 31,980 | $1.7M | Reduce -6.8% |
| CL Colgate-Palmolive Co. | 0.20% | 19,133 | $1.7M | Add +3.4% |
| PWR Quanta Services Inc. | 0.19% | 5,437 | $1.7M | Reduce -3.3% |
| LLY Eli Lilly & Co. | 0.19% | 2,217 | $1.7M | Add +36.7% |
| GIS General Mills Inc. | 0.18% | 25,617 | $1.6M | Reduce -8.0% |
| TXN Texas Instruments Inc. | 0.18% | 8,551 | $1.6M | Reduce -11.9% |
| KMB Kimberly-Clark Corp. | 0.17% | 11,785 | $1.5M | Reduce -2.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 7,738 | $1.5M | Add +77.8% |
| PAYX Paychex Inc. | 0.17% | 10,679 | $1.5M | Reduce -68.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 6,083 | $1.5M | Reduce -15.0% |
| RTX RTX Corp. | 0.16% | 12,222 | $1.4M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.16% | 9,270 | $1.4M | Reduce -5.7% |
| ICE Intercontinental Exchange Inc. | 0.16% | 9,418 | $1.4M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.16% | 2,368 | $1.4M | Add +6.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.16% | 8,553 | $1.4M | Reduce -13.7% |
| AYI Acuity Inc. | 0.16% | 4,724 | $1.4M | No change |
| VEA Vanguard Ftse Developed ETF | 0.15% | 27,134 | $1.3M | Add +0.4% |
| ORCL Oracle Corp. | 0.14% | 7,422 | $1.2M | Add +1.6% |
| UPS United Parcel Service Class B | 0.14% | 9,624 | $1.2M | Reduce -19.3% |
| RH RH | 0.14% | 3,065 | $1.2M | Add +165.4% |
| V Visa Inc. Class A | 0.13% | 3,729 | $1.2M | Reduce -2.4% |
| AXP American Express Co. | 0.13% | 3,789 | $1.1M | Reduce -3.2% |
| SCHM Schwab US Mid Cap ETF | 0.12% | 38,461 | $1.1M | Reduce -4.5% |
| UNH Unitedhealth Group Inc. | 0.12% | 2,060 | $1.0M | Reduce -1.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.12% | 3,658 | $1.0M | Add +0.9% |
| MEDP Medpace Holdings Inc. | 0.12% | 3,112 | $1.0M | Reduce -3.9% |
| TOL Toll Brothers Inc. | 0.11% | 8,100 | $1.0M | Add +61.7% |
| GEV GE Vernova Inc. | 0.11% | 3,061 | $1.0M | Add +237.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 9,007 | $1.0M | Reduce -7.6% |
| AEP American Electric Power | 0.11% | 10,682 | $985K | Reduce -0.6% |
| KLAC KLA Corp. | 0.11% | 1,505 | $948K | Reduce -14.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,828 | $934K | Reduce -1.5% |
| SPGI S&P Global Inc. | 0.10% | 1,872 | $932K | Reduce -4.0% |
| PANW Palo Alto Networks Inc. | 0.10% | 5,094 | $927K | Reduce -4.2% |
| IWY iShares Russell Top 200 Grow | 0.10% | 3,814 | $897K | Add +3.3% |
| BX Blackstone Inc. | 0.10% | 5,197 | $896K | Reduce -14.4% |
| AMGN Amgen Inc. | 0.10% | 3,433 | $895K | Reduce -9.7% |
| MAR Marriott International Class A | 0.10% | 3,201 | $893K | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 0.10% | 1,769 | $859K | Add +26.3% |
| DVN Devon Energy Corp. | 0.10% | 25,914 | $848K | Reduce -39.3% |
| HON Honeywell International Inc. | 0.09% | 3,720 | $840K | Reduce -3.2% |
| RACE Ferrari NV | 0.09% | 1,968 | $836K | Reduce -0.4% |
| LHX L3HARRIS Technologies Inc. | 0.09% | 3,852 | $810K | Reduce -2.3% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 4,757 | $793K | Reduce -6.3% |
| CVX Chevron Corp. | 0.09% | 5,475 | $793K | Reduce -8.9% |
| CNI Canadian Natl Railway Co. | 0.09% | 7,625 | $774K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.09% | 14,110 | $773K | Reduce -4.7% |
| SHW The Sherwin-Williams Co. | 0.08% | 2,220 | $755K | Reduce -1.3% |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 12,289 | $741K | Reduce -4.1% |
| WAT Waters Corp. | 0.08% | 1,959 | $727K | Reduce -0.9% |
| DE Deere & Co. | 0.08% | 1,639 | $694K | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 15,645 | $688K | Reduce -0.0% |
| NEE Nextera Energy Inc. | 0.08% | 9,586 | $687K | Reduce -10.1% |
| COR Cencora Inc. | 0.08% | 3,046 | $684K | Reduce -4.7% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.08% | 19,608 | $681K | Add +0.4% |
| CARR Carrier Global Corp. | 0.08% | 9,904 | $676K | Reduce -0.2% |
| WMT Walmart Inc. | 0.07% | 7,380 | $667K | No change |
| AMT American Tower Corp. | 0.07% | 3,513 | $644K | Reduce -11.3% |
| IVE iShares S&P 500 Value ETF | 0.07% | 3,370 | $643K | No change |
| CWST Casella Waste Systems Inc. Class A | 0.07% | 6,070 | $642K | Reduce -8.1% |
| STZ Constellation Brands Inc. Class A | 0.07% | 2,904 | $642K | Reduce -0.9% |
| SPG Simon Property Group Inc. | 0.07% | 3,657 | $630K | Reduce -1.9% |
| CAT Caterpillar Inc. | 0.07% | 1,734 | $629K | Reduce -0.6% |
| FTNT Fortinet Inc. | 0.07% | 6,525 | $616K | No change |
| PG The Procter & Gamble Co. | 0.07% | 3,646 | $611K | Reduce -14.6% |
| FISV Fiserv Inc. | 0.07% | 2,917 | $599K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 10,400 | $597K | No change |
| MS Morgan Stanley | 0.07% | 4,685 | $589K | Add +2.9% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 22,696 | $587K | No change |
| XLK SS Technology Select Sector | 0.07% | 2,504 | $582K | Add +0.1% |
| ABT Abbott Laboratories | 0.06% | 4,984 | $564K | Add +6.6% |
| BSX Boston Scientific Corp. | 0.06% | 6,266 | $560K | Add +2.6% |
| BCE Bce Inc. | 0.06% | 24,019 | $557K | Reduce -60.9% |
| IWM iShares Russell 2000 ETF | 0.06% | 2,517 | $556K | Reduce -2.7% |
| LRCX Lam Research Corp. | 0.06% | 7,575 | $547K | Reduce -11.9% |
| VXUS Vanguard Total Intl Stock | 0.06% | 9,220 | $543K | New |
| BRKR Bruker Corp. | 0.06% | 9,120 | $535K | Add +0.2% |
| AMG Affiliated Managers Group | 0.06% | 2,857 | $528K | Add +1.1% |
| CP Canadian Pacific Kansas City | 0.06% | 7,193 | $521K | Reduce -3.0% |
| EME Emcor Group Inc. | 0.06% | 1,139 | $517K | Add +4.0% |
| MLM Martin Marietta Materials | 0.06% | 988 | $510K | Reduce -4.5% |
| AMTM Amentum Holdings Inc. | 0.06% | 24,234 | $510K | Reduce -64.3% |
| VOO Vanguard S&P 500 ETF | 0.06% | 940 | $506K | Add +2.3% |
| RDVY First Trust Rising Dividend | 0.06% | 8,535 | $505K | Add +4.0% |
| ROK Rockwell Automation Inc. | 0.06% | 1,759 | $503K | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.06% | 872 | $499K | Reduce -7.4% |
| HD Home Depot Inc. | 0.05% | 1,221 | $475K | Add +0.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 2,438 | $458K | Add +0.1% |
| MKTX Marketaxess Holdings Inc. | 0.05% | 1,996 | $451K | Reduce -41.7% |
| T AT&T Inc. | 0.05% | 19,190 | $437K | Add +1.3% |
| IWD iShares Russell 1000 Value E | 0.05% | 2,332 | $432K | Reduce -11.7% |
| ITOT iShares Core S&P Total U.S. | 0.05% | 3,346 | $430K | Add +36.7% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.05% | 2,400 | $416K | No change |
| OTIS Otis Worldwide Corp. | 0.05% | 4,413 | $409K | No change |
| ABNB Airbnb Inc. Class A | 0.05% | 3,106 | $408K | Reduce -17.0% |
| HSY The Hershey Co. | 0.05% | 2,409 | $408K | Reduce -21.6% |
| ROST Ross Stores Inc. | 0.05% | 2,690 | $407K | No change |
| KO The Coca-Cola Co. | 0.05% | 6,463 | $402K | Reduce -16.3% |
| AON Aon PLC Class A | 0.04% | 1,089 | $391K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.04% | 981 | $379K | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 3,240 | $373K | Add +2.0% |
| GLW Corning Inc. | 0.04% | 7,808 | $371K | Reduce -8.1% |
| SMH Vaneck Semiconductor ETF | 0.04% | 1,524 | $369K | Reduce -20.5% |
| APO Apollo Global Management Inc. | 0.04% | 2,208 | $365K | Add +2.1% |
| ADP Automatic Data Processing | 0.04% | 1,245 | $364K | Reduce -7.4% |
| ZTS Zoetis Inc. | 0.04% | 2,211 | $360K | Add +7.2% |
| HEI Heico Corp. | 0.04% | 1,512 | $359K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,329 | $332K | Add +2.0% |
| AIZ Assurant Inc. | 0.04% | 1,540 | $328K | Reduce -3.6% |
| ESI Element Solutions Inc. | 0.04% | 12,800 | $326K | Add +6.9% |
| CHKP Check Point Software Tech | 0.04% | 1,721 | $321K | Add +1.2% |
| WFC Wells Fargo & Co. | 0.04% | 4,575 | $321K | No change |
| WST West Pharmaceutical Services | 0.04% | 977 | $320K | Reduce -48.3% |
| ROP Roper Technologies Inc. | 0.04% | 609 | $317K | Add +4.6% |
| CSX CSX Corp. | 0.03% | 9,480 | $306K | No change |
| MPC Marathon Petroleum Corp. | 0.03% | 2,156 | $301K | Reduce -0.7% |
| NOW ServiceNow Inc. | 0.03% | 282 | $299K | Reduce -0.7% |
| FMBH First Mid Bancshares Inc. | 0.03% | 8,000 | $295K | No change |
| CNC Centene Corp. | 0.03% | 4,855 | $294K | Reduce -8.7% |
| AER Aercap Holdings NV | 0.03% | 3,054 | $292K | No change |
| CRM Salesforce Inc. | 0.03% | 822 | $275K | Reduce -3.5% |
| PFE Pfizer Inc. | 0.03% | 9,953 | $264K | Reduce -24.9% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 3,462 | $264K | Add +3.9% |
| CB Chubb Ltd. | 0.03% | 948 | $262K | No change |
| AVNT Avient Corp. | 0.03% | 6,329 | $259K | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 3,715 | $256K | Reduce -16.2% |
| SHOP Shopify Inc. Class A | 0.03% | 2,401 | $255K | Reduce -24.0% |
| MNRO Monro Inc. | 0.03% | 10,011 | $248K | No change |
| MRVL Marvell Technology Inc. | 0.03% | 2,233 | $247K | New |
| SCHD Schwab US DVD Equity ETF | 0.03% | 8,982 | $245K | Reduce -6.9% |
| CPRT Copart Inc. | 0.03% | 4,240 | $243K | No change |
| PH Parker Hannifin Corp. | 0.03% | 381 | $242K | No change |
| WCN Waste Connections Inc. | 0.03% | 1,405 | $241K | No change |
| DVY iShares Select Dividend ETF | 0.03% | 1,820 | $239K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 741 | $239K | No change |
| STE Steris PLC | 0.03% | 1,160 | $238K | No change |
| NOVT Novanta Inc. | 0.03% | 1,525 | $233K | Reduce -5.0% |
| UNP Union Pacific Corp. | 0.03% | 1,021 | $233K | Reduce -8.9% |
| MCK McKesson Corp. | 0.03% | 408 | $233K | New |
| ELV Elevance Health Inc. | 0.03% | 611 | $225K | Reduce -7.8% |
| ETR Entergy Corp. | 0.02% | 2,886 | $219K | New |
| PYPL PayPal Holdings Inc. | 0.02% | 2,507 | $214K | Reduce -6.3% |
| BBWI Bath & Body Works Inc. | 0.02% | 5,430 | $211K | New |
| SCHW Schwab (charles) Corp. | 0.02% | 2,705 | $200K | New |