| AAPL Apple Inc. | 6.02% | 228,532 | $50.8M | Reduce -3.4% |
| SCHG Schwab US Large-Cap Growth | 5.21% | 1,753,774 | $43.9M | Reduce -1.0% |
| QUAL iShares MSCI USA Quality Fac | 4.30% | 212,176 | $36.3M | Reduce -1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.06% | 197,986 | $34.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 3.16% | 139,878 | $26.6M | Reduce -0.5% |
| NVDA Nvidia Corp. | 3.02% | 234,759 | $25.4M | Add +0.4% |
| MA Mastercard Inc. Class A | 2.75% | 42,217 | $23.1M | Reduce -6.3% |
| DGRW Wisdomtree U.S. Quality Divi | 2.70% | 284,834 | $22.7M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.43% | 168,272 | $20.5M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 2.15% | 117,269 | $18.1M | Reduce -2.5% |
| ISRG Intuitive Surgical Inc. | 2.09% | 35,646 | $17.7M | Reduce -1.8% |
| INTU Intuit Inc. | 1.96% | 26,841 | $16.5M | Reduce -1.6% |
| SFM Sprouts Farmers Market Inc. | 1.88% | 103,951 | $15.9M | Reduce -0.5% |
| AME Ametek Inc. | 1.80% | 88,136 | $15.2M | Add +0.4% |
| NET Cloudflare Inc. Class A | 1.71% | 127,925 | $14.4M | Reduce -3.0% |
| BKNG Booking Holdings Inc. | 1.53% | 2,802 | $12.9M | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 1.51% | 54,516 | $12.7M | Reduce -4.0% |
| LH Labcorp Holdings Inc. | 1.50% | 54,304 | $12.6M | Add +0.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.36% | 208,885 | $11.4M | Add +1.7% |
| ADSK Autodesk Inc. | 1.32% | 42,631 | $11.2M | Reduce -0.3% |
| ULTA Ulta Beauty Inc. | 1.29% | 29,655 | $10.9M | Add +1.0% |
| CME Cme Group Inc. | 1.28% | 40,670 | $10.8M | Reduce -0.6% |
| ADBE Adobe Inc. | 1.26% | 27,603 | $10.6M | Reduce -5.4% |
| BLK BlackRock Inc. | 1.22% | 10,845 | $10.3M | Add +0.9% |
| CLS Celestica Inc. | 1.17% | 125,176 | $9.9M | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 1.14% | 434,441 | $9.6M | Reduce -2.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.12% | 120,056 | $9.5M | Reduce -2.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 33,819 | $9.3M | Reduce -0.9% |
| LULU Lululemon Athletica Inc. | 1.09% | 32,596 | $9.2M | Add +2.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.04% | 123,268 | $8.8M | Add +0.8% |
| BRO Brown & Brown Inc. | 1.03% | 69,990 | $8.7M | Add +0.1% |
| J Jacobs Solutions Inc. | 1.03% | 71,484 | $8.6M | Add +1.7% |
| MSFT Microsoft Corp. | 0.98% | 21,954 | $8.2M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.88% | 30,365 | $7.4M | Reduce -2.2% |
| FANG Diamondback Energy Inc. | 0.82% | 43,326 | $6.9M | Add +0.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.81% | 250,843 | $6.9M | Add +0.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.72% | 12,452 | $6.0M | Add +4.1% |
| AGX Argan Inc. | 0.71% | 45,704 | $6.0M | New |
| IWP iShares Russell Mid-Cap Grow | 0.62% | 44,799 | $5.3M | Reduce -2.3% |
| IQV Iqvia Holdings Inc. | 0.56% | 26,717 | $4.7M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 8,614 | $4.6M | Reduce -1.0% |
| IMCG iShares Morningstar Mid-Cap | 0.54% | 63,830 | $4.6M | Reduce -2.8% |
| ANET Arista Networks Inc. | 0.51% | 54,979 | $4.3M | New |
| WM Waste Management Inc. | 0.50% | 18,035 | $4.2M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.47% | 64,693 | $4.0M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.44% | 6,606 | $3.7M | Reduce -1.7% |
| BAH Booz Allen Hamilton Holdings | 0.44% | 35,461 | $3.7M | Add +20.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 9,958 | $3.7M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.44% | 23,594 | $3.7M | Reduce -12.6% |
| JNJ Johnson & Johnson | 0.42% | 21,191 | $3.5M | Reduce -8.1% |
| TSLA Tesla Inc. | 0.41% | 13,498 | $3.5M | Reduce -1.7% |
| WMB Williams Cos Inc. | 0.40% | 56,175 | $3.4M | Reduce -20.0% |
| VZ Verizon Communications Inc. | 0.39% | 72,580 | $3.3M | Add +11.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.39% | 39,006 | $3.3M | Add +0.2% |
| MET Metlife Inc. | 0.39% | 40,667 | $3.3M | Add +1.0% |
| TWLO Twilio Inc. Class A | 0.38% | 33,067 | $3.2M | Add +6.1% |
| SO The Southern Co. | 0.38% | 34,412 | $3.2M | Reduce -3.2% |
| IWS iShares Russell Mid-Cap Valu | 0.37% | 24,693 | $3.1M | Reduce -5.0% |
| AVGO Broadcom Inc. | 0.37% | 18,466 | $3.1M | Reduce -7.7% |
| ABBV Abbvie Inc. | 0.36% | 14,555 | $3.0M | Reduce -11.0% |
| NSIT Insight Enterprises Inc. | 0.36% | 20,122 | $3.0M | Add +46.0% |
| IP International Paper Co. | 0.36% | 56,146 | $3.0M | Add +17.0% |
| DVN Devon Energy Corp. | 0.35% | 78,575 | $2.9M | Add +203.2% |
| CMI Cummins Inc. | 0.35% | 9,335 | $2.9M | Add +21.0% |
| WELL Welltower Inc. | 0.35% | 19,086 | $2.9M | Add +0.0% |
| DUK Duke Energy Corp. | 0.34% | 23,197 | $2.8M | Add +2.5% |
| TRP TC Energy Corp. | 0.33% | 59,490 | $2.8M | Reduce -0.5% |
| STX Seagate Technology Holdings | 0.31% | 30,899 | $2.6M | Add +16.3% |
| PSA Public Storage | 0.29% | 8,224 | $2.5M | Reduce -0.3% |
| MAA Mid-America Apartment Comm | 0.29% | 14,371 | $2.4M | Reduce -0.5% |
| UL Unilever PLC | 0.28% | 39,834 | $2.4M | Reduce -0.1% |
| ENB Enbridge Inc. | 0.28% | 52,728 | $2.3M | Add +6.4% |
| DLR Digital Realty Trust Inc. | 0.27% | 15,831 | $2.3M | Add +14.1% |
| MRK Merck & Co. Inc. | 0.27% | 25,008 | $2.2M | Add +5.7% |
| UPS United Parcel Service Class B | 0.26% | 19,822 | $2.2M | Add +106.0% |
| ED Consolidated Edison Inc. | 0.26% | 19,566 | $2.2M | Reduce -12.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 8,667 | $2.2M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.25% | 17,840 | $2.1M | Add +3.7% |
| TTE Totalenergies SE -Spon ADR | 0.25% | 32,580 | $2.1M | Add +1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 4,072 | $2.0M | Add +16.3% |
| LAMR Lamar Advertising Co. Class A | 0.24% | 17,800 | $2.0M | Reduce -0.2% |
| NFLX Netflix Inc. | 0.24% | 2,152 | $2.0M | Add +7.6% |
| PLD Prologis Inc. | 0.23% | 17,346 | $1.9M | New |
| IWF iShares Russell 1000 Growth | 0.23% | 5,263 | $1.9M | No change |
| CL Colgate-Palmolive Co. | 0.21% | 19,236 | $1.8M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 3,209 | $1.8M | Add +6.7% |
| NKE Nike Inc. Class B | 0.21% | 27,942 | $1.8M | Add +7.5% |
| RPG Invesco S&P 500 Pure Growth | 0.20% | 44,593 | $1.7M | Reduce -3.1% |
| PAYX Paychex Inc. | 0.20% | 10,654 | $1.6M | Reduce -0.2% |
| KMB Kimberly-Clark Corp. | 0.19% | 11,475 | $1.6M | Reduce -2.6% |
| SYK Stryker Corp. | 0.19% | 4,280 | $1.6M | Reduce -19.7% |
| RTX RTX Corp. | 0.19% | 12,003 | $1.6M | Reduce -1.8% |
| ICE Intercontinental Exchange Inc. | 0.19% | 9,171 | $1.6M | Reduce -2.6% |
| GIS General Mills Inc. | 0.18% | 26,077 | $1.6M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.18% | 1,873 | $1.5M | Reduce -15.5% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 28,774 | $1.5M | Add +6.0% |
| META Meta Platforms Inc. Class A | 0.17% | 2,433 | $1.4M | Add +2.7% |
| COST Costco Wholesale Corp. | 0.16% | 1,452 | $1.4M | Reduce -41.5% |
| MOH Molina Healthcare Inc. | 0.16% | 4,103 | $1.4M | Reduce -59.5% |
| PWR Quanta Services Inc. | 0.16% | 5,272 | $1.3M | Reduce -3.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.15% | 3,772 | $1.3M | Add +3.1% |
| PEP Pepsico Inc. | 0.15% | 8,348 | $1.3M | Reduce -9.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.15% | 7,708 | $1.2M | Reduce -9.9% |
| AYI Acuity Inc. | 0.14% | 4,617 | $1.2M | Reduce -2.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 7,264 | $1.2M | Reduce -6.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 5,410 | $1.2M | Reduce -11.1% |
| V Visa Inc. Class A | 0.14% | 3,413 | $1.2M | Reduce -8.5% |
| UNH Unitedhealth Group Inc. | 0.13% | 2,139 | $1.1M | Add +3.8% |
| ORCL Oracle Corp. | 0.13% | 7,724 | $1.1M | Add +4.1% |
| AXP American Express Co. | 0.13% | 3,966 | $1.1M | Add +4.7% |
| AEP American Electric Power | 0.13% | 9,712 | $1.1M | Reduce -9.1% |
| KLAC KLA Corp. | 0.12% | 1,506 | $1.0M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 5,106 | $1.0M | Add +7.3% |
| CAT Caterpillar Inc. | 0.12% | 3,026 | $998K | Add +74.5% |
| AMGN Amgen Inc. | 0.12% | 3,189 | $994K | Reduce -7.1% |
| GEV GE Vernova Inc. | 0.12% | 3,247 | $991K | Add +6.1% |
| CTAS Cintas Corp. | 0.12% | 4,745 | $975K | New |
| HD Home Depot Inc. | 0.11% | 2,632 | $964K | Add +115.6% |
| SCHM Schwab US Mid Cap ETF | 0.11% | 36,700 | $962K | Reduce -4.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,993 | $934K | Add +9.0% |
| MEDP Medpace Holdings Inc. | 0.11% | 3,054 | $931K | Reduce -1.9% |
| CVX Chevron Corp. | 0.11% | 5,420 | $907K | Reduce -1.0% |
| TOL Toll Brothers Inc. | 0.10% | 8,365 | $883K | Add +3.3% |
| TXN Texas Instruments Inc. | 0.10% | 4,861 | $874K | Reduce -43.1% |
| SPGI S&P Global Inc. | 0.10% | 1,710 | $869K | Reduce -8.7% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 4,112 | $861K | Add +6.8% |
| COR Cencora Inc. | 0.10% | 3,051 | $848K | Add +0.2% |
| RH RH | 0.10% | 3,539 | $830K | Add +15.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 8,320 | $821K | Reduce -7.6% |
| RACE Ferrari NV | 0.10% | 1,906 | $816K | Reduce -3.1% |
| PANW Palo Alto Networks Inc. | 0.10% | 4,739 | $809K | Reduce -7.0% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 6,538 | $798K | Add +95.4% |
| HON Honeywell International Inc. | 0.09% | 3,705 | $784K | Reduce -0.4% |
| CNI Canadian Natl Railway Co. | 0.09% | 7,860 | $766K | Add +3.1% |
| LMT Lockheed Martin Corp. | 0.09% | 1,692 | $756K | Reduce -4.3% |
| ESGD iShares Trust iShares ESG Aw | 0.09% | 9,196 | $751K | Add +165.6% |
| DE Deere & Co. | 0.09% | 1,584 | $743K | Reduce -3.4% |
| SHW The Sherwin-Williams Co. | 0.09% | 2,123 | $741K | Reduce -4.4% |
| MAR Marriott International Class A | 0.09% | 3,088 | $736K | Reduce -3.5% |
| IWY iShares Russell Top 200 Grow | 0.09% | 3,459 | $730K | Reduce -9.3% |
| BX Blackstone Inc. | 0.09% | 5,197 | $726K | No change |
| AMT American Tower Corp. | 0.09% | 3,312 | $721K | Reduce -5.7% |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 14,352 | $721K | Add +16.8% |
| WAT Waters Corp. | 0.08% | 1,932 | $712K | Reduce -1.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.08% | 19,608 | $712K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.08% | 15,535 | $682K | Add +10.1% |
| MCK McKesson Corp. | 0.08% | 1,005 | $676K | Add +146.3% |
| SPG Simon Property Group Inc. | 0.08% | 4,027 | $669K | Add +10.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 15,485 | $646K | Reduce -1.0% |
| WMT Walmart Inc. | 0.08% | 7,331 | $644K | Reduce -0.7% |
| CARR Carrier Global Corp. | 0.08% | 10,131 | $642K | Add +2.3% |
| IVE iShares S&P 500 Value ETF | 0.08% | 3,370 | $642K | No change |
| BSX Boston Scientific Corp. | 0.08% | 6,289 | $634K | Add +0.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 10,400 | $631K | No change |
| FTNT Fortinet Inc. | 0.07% | 6,525 | $628K | No change |
| PG The Procter & Gamble Co. | 0.07% | 3,648 | $622K | Add +0.1% |
| CWST Casella Waste Systems Inc. Class A | 0.07% | 5,485 | $612K | Reduce -9.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 8,689 | $603K | Reduce -79.5% |
| FISV Fiserv Inc. | 0.07% | 2,727 | $602K | Reduce -6.5% |
| T AT&T Inc. | 0.07% | 21,156 | $598K | Add +10.2% |
| NEE Nextera Energy Inc. | 0.07% | 8,348 | $592K | Reduce -12.9% |
| DUOL Duolingo | 0.07% | 1,862 | $578K | New |
| VXUS Vanguard Total Intl Stock | 0.07% | 9,171 | $570K | Reduce -0.5% |
| LRCX Lam Research Corp. | 0.07% | 7,575 | $551K | No change |
| BCE Bce Inc. | 0.06% | 23,689 | $544K | Reduce -1.4% |
| AMG Affiliated Managers Group | 0.06% | 3,215 | $540K | Add +12.5% |
| SCHA Schwab US Small-Cap ETF | 0.06% | 22,784 | $534K | Add +0.4% |
| MS Morgan Stanley | 0.06% | 4,557 | $532K | Reduce -2.7% |
| STZ Constellation Brands Inc. Class A | 0.06% | 2,896 | $531K | Reduce -0.3% |
| RCL Royal Caribbean Cruises Ltd. | 0.06% | 2,443 | $502K | New |
| CP Canadian Pacific Kansas City | 0.06% | 7,028 | $493K | Reduce -2.3% |
| IWM iShares Russell 2000 ETF | 0.06% | 2,468 | $492K | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 0.06% | 866 | $473K | Reduce -0.7% |
| IWD iShares Russell 1000 Value E | 0.06% | 2,478 | $466K | Add +6.3% |
| MLM Martin Marietta Materials | 0.05% | 948 | $453K | Reduce -4.0% |
| OTIS Otis Worldwide Corp. | 0.05% | 4,375 | $452K | Reduce -0.9% |
| RDVY First Trust Rising Dividend | 0.05% | 7,640 | $447K | Reduce -10.5% |
| VOO Vanguard S&P 500 ETF | 0.05% | 865 | $445K | Reduce -8.0% |
| ROK Rockwell Automation Inc. | 0.05% | 1,684 | $435K | Reduce -4.3% |
| XLK SS Technology Select Sector | 0.05% | 2,079 | $429K | Reduce -17.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 2,390 | $427K | Reduce -2.0% |
| ABT Abbott Laboratories | 0.05% | 3,180 | $422K | Reduce -36.2% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.05% | 2,400 | $420K | No change |
| EME Emcor Group Inc. | 0.05% | 1,135 | $420K | Reduce -0.3% |
| AON Aon PLC Class A | 0.05% | 1,028 | $410K | Reduce -5.6% |
| ADP Automatic Data Processing | 0.05% | 1,342 | $410K | Add +7.8% |
| HEI Heico Corp. | 0.05% | 1,512 | $404K | No change |
| MKTX Marketaxess Holdings Inc. | 0.05% | 1,821 | $394K | Reduce -8.8% |
| CHKP Check Point Software Tech | 0.05% | 1,709 | $390K | Reduce -0.7% |
| ZTS Zoetis Inc. | 0.04% | 2,305 | $380K | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 3,584 | $375K | Add +10.6% |
| ROP Roper Technologies Inc. | 0.04% | 631 | $372K | Add +3.6% |
| KO The Coca-Cola Co. | 0.04% | 5,148 | $369K | Reduce -20.4% |
| WFC Wells Fargo & Co. | 0.04% | 5,074 | $364K | Add +10.9% |
| BRKR Bruker Corp. | 0.04% | 8,725 | $364K | Reduce -4.3% |
| GLW Corning Inc. | 0.04% | 7,783 | $356K | Reduce -0.3% |
| ABNB Airbnb Inc. Class A | 0.04% | 2,876 | $344K | Reduce -7.4% |
| ROST Ross Stores Inc. | 0.04% | 2,675 | $342K | Reduce -0.6% |
| AIZ Assurant Inc. | 0.04% | 1,620 | $340K | Add +5.2% |
| SMH Vaneck Semiconductor ETF | 0.04% | 1,572 | $332K | Add +3.1% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,068 | $328K | Add +44.1% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,520 | $322K | Add +3.6% |
| MPC Marathon Petroleum Corp. | 0.04% | 2,156 | $314K | No change |
| AER Aercap Holdings NV | 0.04% | 3,054 | $312K | No change |
| APO Apollo Global Management Inc. | 0.04% | 2,238 | $306K | Add +1.4% |
| ELV Elevance Health Inc. | 0.04% | 685 | $298K | Add +12.1% |
| CSX CSX Corp. | 0.04% | 10,075 | $297K | Add +6.3% |
| CNC Centene Corp. | 0.03% | 4,815 | $292K | Reduce -0.8% |
| ESI Element Solutions Inc. | 0.03% | 12,715 | $287K | Reduce -0.7% |
| ZBRA Zebra Technologies Corp. Class A | 0.03% | 1,016 | $287K | Add +3.6% |
| PEG Public Service Enterprise GP | 0.03% | 3,407 | $280K | New |
| FMBH First Mid Bancshares Inc. | 0.03% | 8,000 | $279K | No change |
| GLD SPDR Gold Shares | 0.03% | 959 | $276K | New |
| CB Chubb Ltd. | 0.03% | 910 | $275K | Reduce -4.0% |
| WCN Waste Connections Inc. | 0.03% | 1,405 | $274K | No change |
| STE Steris PLC | 0.03% | 1,160 | $263K | No change |
| LECO Lincoln Electric Holdings | 0.03% | 1,365 | $258K | New |
| SCHD Schwab US DVD Equity ETF | 0.03% | 9,005 | $252K | Add +0.3% |
| CRM Salesforce Inc. | 0.03% | 921 | $247K | Add +12.0% |
| CI The Cigna Group | 0.03% | 751 | $247K | New |
| ETR Entergy Corp. | 0.03% | 2,886 | $247K | No change |
| CPRT Copart Inc. | 0.03% | 4,240 | $240K | No change |
| PFE Pfizer Inc. | 0.03% | 9,372 | $237K | Reduce -5.8% |
| UNP Union Pacific Corp. | 0.03% | 1,004 | $237K | Reduce -1.7% |
| AVNT Avient Corp. | 0.03% | 6,359 | $236K | Add +0.5% |
| PSX Phillips 66 | 0.03% | 1,891 | $234K | New |
| SCHW Schwab (charles) Corp. | 0.03% | 2,966 | $232K | Add +9.7% |
| PH Parker Hannifin Corp. | 0.03% | 381 | $232K | No change |
| HAL Halliburton Co. | 0.03% | 8,785 | $223K | New |
| DVY iShares Select Dividend ETF | 0.03% | 1,645 | $221K | Reduce -9.6% |
| NOW ServiceNow Inc. | 0.03% | 275 | $219K | Reduce -2.5% |
| CAH Cardinal Health Inc. | 0.03% | 1,540 | $212K | New |
| CMCSA Comcast Corp. Class A | 0.03% | 5,718 | $211K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.02% | 3,103 | $204K | Reduce -16.5% |
| NSRGY Nestle SA-Spons ADR | 0.02% | 1,996 | $202K | New |
| MNRO Monro Inc. | 0.02% | 10,011 | $145K | No change |