| CRM Salesforce Inc. | 10.52% | 213,600 | $57.3M | Add +0.3% |
| AAPL Apple Inc. | 4.52% | 110,935 | $24.6M | Add +1.6% |
| MSFT Microsoft Corp. | 3.56% | 51,633 | $19.4M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 2.85% | 99,389 | $15.5M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.82% | 27,497 | $15.4M | Add +1.0% |
| AMZN Amazon.com Inc. | 1.59% | 45,604 | $8.7M | Reduce -4.4% |
| GRW TCW Durable Growth ETF | 1.55% | 254,471 | $8.4M | Reduce -21.7% |
| NVDA Nvidia Corp. | 1.54% | 77,592 | $8.4M | Reduce -13.4% |
| VIG Vanguard Dividend Apprec ETF | 1.50% | 42,255 | $8.2M | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.48% | 29,340 | $8.1M | Add +3.2% |
| VOO Vanguard S&P 500 ETF | 1.47% | 15,540 | $8.0M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.45% | 21,309 | $7.9M | Add +10.3% |
| JPM JPMorgan Chase & Co. | 1.42% | 31,526 | $7.7M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 1.40% | 49,422 | $7.6M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 1.36% | 79,834 | $7.4M | No change |
| IJH iShares Core S&P Midcap ETF | 1.35% | 126,018 | $7.4M | Add +0.0% |
| PSA Public Storage | 1.35% | 24,508 | $7.3M | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 1.29% | 40,509 | $7.0M | Reduce -1.1% |
| VTIP Vanguard Short-Term Tips | 1.20% | 130,933 | $6.5M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 1.03% | 9,779 | $5.6M | Add +9.7% |
| VYM Vanguard High DVD Yield ETF | 1.01% | 42,595 | $5.5M | Reduce -3.2% |
| IJR iShares Core S&P Small-Cap E | 0.96% | 49,858 | $5.2M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 10,964 | $5.1M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.91% | 9,474 | $5.0M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.88% | 6 | $4.8M | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.84% | 45,905 | $4.6M | Add +0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.78% | 26,579 | $4.3M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.77% | 7,624 | $4.2M | Reduce -2.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.76% | 62,817 | $4.2M | Add +2.6% |
| RELY Remitly Global Inc. | 0.74% | 193,227 | $4.0M | No change |
| WELL Welltower Inc. | 0.70% | 24,846 | $3.8M | Add +8.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.70% | 31,109 | $3.8M | Add +4.9% |
| WMT Walmart Inc. | 0.69% | 42,953 | $3.8M | Add +0.5% |
| NOBL Proshares S&P 500 Dividend A | 0.67% | 35,794 | $3.7M | Reduce -2.9% |
| TMUS T-Mobile US Inc. | 0.66% | 13,491 | $3.6M | Add +6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.65% | 13,616 | $3.5M | Reduce -2.8% |
| CB Chubb Ltd. | 0.63% | 11,395 | $3.4M | Add +6.7% |
| V Visa Inc. Class A | 0.62% | 9,622 | $3.4M | Reduce -11.4% |
| AMH American Homes 4 Rent- A | 0.60% | 86,477 | $3.3M | Add +1.8% |
| GS Goldman Sachs Group Inc. | 0.58% | 5,781 | $3.2M | Reduce -6.5% |
| CVX Chevron Corp. | 0.56% | 18,372 | $3.1M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 5,745 | $3.1M | Add +2.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.54% | 58,208 | $3.0M | Reduce -0.8% |
| VT Vanguard Tot World STK ETF | 0.53% | 25,069 | $2.9M | No change |
| ANET Arista Networks Inc. | 0.49% | 34,688 | $2.7M | Add +715.2% |
| HIMU iShares High Yild Muni A ETF | 0.49% | 53,557 | $2.7M | New |
| LLY Eli Lilly & Co. | 0.48% | 3,173 | $2.6M | Reduce -2.2% |
| PEP Pepsico Inc. | 0.48% | 17,475 | $2.6M | Add +7.1% |
| IVV iShares Core S&P 500 ETF | 0.48% | 4,634 | $2.6M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.48% | 28,977 | $2.6M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 0.47% | 7,159 | $2.6M | Add +3.7% |
| ESGD iShares Trust iShares ESG Aw | 0.46% | 30,797 | $2.5M | Add +3.7% |
| IWM iShares Russell 2000 ETF | 0.46% | 12,607 | $2.5M | Add +6.0% |
| MDT Medtronic PLC | 0.46% | 27,835 | $2.5M | Add +6.5% |
| COST Costco Wholesale Corp. | 0.46% | 2,622 | $2.5M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 14,313 | $2.5M | Add +4.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.45% | 29,523 | $2.5M | Reduce -2.9% |
| CSCO Cisco Systems Inc. | 0.44% | 39,176 | $2.4M | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 4,848 | $2.4M | Reduce -4.3% |
| TT Trane Technologies PLC | 0.43% | 6,911 | $2.3M | Add +0.0% |
| TLT iShares 20+ Year Treasury BD | 0.42% | 25,437 | $2.3M | New |
| AMT American Tower Corp. | 0.42% | 10,589 | $2.3M | Add +6.8% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 45,039 | $2.3M | Add +30.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.41% | 9,130 | $2.2M | Add +5.5% |
| IBIT iShares Bitcoin Trust ETF | 0.40% | 46,849 | $2.2M | New |
| TXN Texas Instruments Inc. | 0.40% | 12,061 | $2.2M | Add +7.6% |
| FTSM First Trust Enh Short Mat FD | 0.39% | 35,928 | $2.1M | Reduce -0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.39% | 17,912 | $2.1M | Reduce -1.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.39% | 29,000 | $2.1M | Reduce -2.0% |
| VNQ Vanguard Real Estate ETF | 0.39% | 23,261 | $2.1M | Add +22.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.37% | 8,057 | $2.0M | Add +3.5% |
| RTX RTX Corp. | 0.33% | 13,680 | $1.8M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.32% | 11,399 | $1.8M | Add +9.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 7,889 | $1.7M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 35,700 | $1.6M | Add +25.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.30% | 32,386 | $1.6M | New |
| PLD Prologis Inc. | 0.30% | 14,389 | $1.6M | Add +3.4% |
| ABBV Abbvie Inc. | 0.29% | 7,642 | $1.6M | Add +5.5% |
| HON Honeywell International Inc. | 0.28% | 7,296 | $1.5M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 36,358 | $1.5M | Add +1.8% |
| JNJ Johnson & Johnson | 0.28% | 9,098 | $1.5M | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.28% | 2,778 | $1.5M | Add +2.6% |
| KMI Kinder Morgan Inc. | 0.27% | 52,186 | $1.5M | Add +1.4% |
| IWV iShares Russell 3000 ETF | 0.27% | 4,655 | $1.5M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.27% | 4,673 | $1.5M | Add +4.7% |
| PG The Procter & Gamble Co. | 0.27% | 8,521 | $1.5M | Add +4.8% |
| GLD SPDR Gold Shares | 0.26% | 4,989 | $1.4M | Add +144.6% |
| DLR Digital Realty Trust Inc. | 0.26% | 9,758 | $1.4M | Add +8.4% |
| SPG Simon Property Group Inc. | 0.24% | 8,011 | $1.3M | Add +8.1% |
| CCI Crown Castle Inc. | 0.24% | 12,506 | $1.3M | Add +13.4% |
| MCD McDonald's Corp. | 0.23% | 4,074 | $1.3M | Reduce -0.4% |
| CWS Advisorshares Equity Focused | 0.23% | 19,190 | $1.3M | Add +2.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 11,523 | $1.3M | Reduce -4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 7,469 | $1.2M | Reduce -14.9% |
| MINT PIMCO Enhanced Short Maturit | 0.22% | 11,843 | $1.2M | Add +96.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 22,705 | $1.2M | Reduce -4.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.21% | 11,631 | $1.1M | Reduce -13.6% |
| TSLA Tesla Inc. | 0.21% | 4,363 | $1.1M | Add +15.9% |
| SMMD iShares Russell 2500 ETF | 0.20% | 17,812 | $1.1M | Reduce -1.6% |
| EQIX Equinix Inc. | 0.20% | 1,345 | $1.1M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.20% | 4,636 | $1.1M | Add +1.7% |
| OEF iShares S&P 100 ETF | 0.19% | 3,881 | $1.1M | Reduce -0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.19% | 17,794 | $1.0M | No change |
| ORCL Oracle Corp. | 0.19% | 7,411 | $1.0M | Reduce -15.8% |
| MSI Motorola Solutions Inc. | 0.19% | 2,322 | $1.0M | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.18% | 1,989 | $985K | Reduce -4.8% |
| AVGO Broadcom Inc. | 0.18% | 5,783 | $968K | Add +4.0% |
| UPS United Parcel Service Class B | 0.17% | 8,623 | $948K | Reduce -10.0% |
| APP AppLovin Corp. Class A | 0.17% | 3,524 | $934K | Reduce -15.1% |
| BCS Barclays PLC-Spons ADR | 0.17% | 60,247 | $925K | Reduce -18.3% |
| HD Home Depot Inc. | 0.17% | 2,466 | $904K | Reduce -1.4% |
| ABT Abbott Laboratories | 0.17% | 6,780 | $899K | Reduce -20.9% |
| NOW ServiceNow Inc. | 0.16% | 1,123 | $894K | Reduce -17.9% |
| INVH Invitation Homes Inc. | 0.16% | 25,622 | $893K | Add +9.8% |
| AVSC Avantis US Small Cap Equity | 0.16% | 18,286 | $885K | No change |
| SAP Sap SE-Sponsored ADR | 0.16% | 3,294 | $884K | Reduce -35.1% |
| XLK SS Technology Select Sector | 0.16% | 4,259 | $879K | Reduce -3.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.16% | 6,757 | $869K | Add +10.6% |
| KO The Coca-Cola Co. | 0.16% | 12,018 | $861K | Add +5.7% |
| BP BP PLC-Spons ADR | 0.16% | 25,396 | $858K | Add +4.0% |
| CP Canadian Pacific Kansas City | 0.16% | 12,157 | $854K | Reduce -5.9% |
| LIN Linde PLC | 0.16% | 1,820 | $847K | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.15% | 6,961 | $828K | Add +15.8% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 6,767 | $826K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.15% | 4,792 | $819K | Reduce -2.5% |
| IBMN iShares Ibonds Dec 2025 Term | 0.15% | 30,452 | $815K | Add +3.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.15% | 31,764 | $812K | Add +3.7% |
| ADP Automatic Data Processing | 0.15% | 2,657 | $812K | Add +1.8% |
| IBMP iShares Ibonds Dec 2027 Term | 0.15% | 32,008 | $809K | Add +3.7% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.15% | 31,870 | $806K | Add +3.7% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.15% | 32,029 | $802K | Add +3.7% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.15% | 15,927 | $801K | Add +98.2% |
| BKNG Booking Holdings Inc. | 0.14% | 170 | $783K | Add +6.3% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.14% | 30,395 | $772K | Add +4.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.14% | 23,531 | $768K | Add +10.1% |
| COP Conocophillips | 0.14% | 7,101 | $746K | Reduce -6.2% |
| ESS Essex Property Trust Inc. | 0.14% | 2,429 | $745K | Reduce -14.3% |
| WY Weyerhaeuser Co. | 0.14% | 25,240 | $739K | Add +11.3% |
| EFA iShares MSCI Eafe ETF | 0.14% | 9,021 | $737K | Reduce -20.7% |
| SNY Sanofi-ADR | 0.13% | 13,060 | $724K | Add +21.4% |
| MDLZ Mondelez International Inc. Class A | 0.13% | 10,550 | $716K | Add +2.9% |
| NSC Norfolk Southern Corp. | 0.13% | 2,913 | $690K | Add +4.8% |
| NAD Nuveen Quality Municipal Inc. | 0.13% | 59,526 | $686K | Reduce -13.7% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 8,751 | $685K | New |
| NKE Nike Inc. Class B | 0.13% | 10,750 | $682K | Reduce -9.8% |
| PUK Prudential PLC-ADR | 0.13% | 31,730 | $682K | Add +3.1% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.13% | 60,788 | $681K | Reduce -14.7% |
| AVLV Avantis US Large Cap Value | 0.12% | 10,404 | $678K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.12% | 10,998 | $677K | Add +4.7% |
| USIG iShares Broad Usd Investment | 0.12% | 13,001 | $664K | Add +86.6% |
| TECH Bio-Techne Corp. | 0.12% | 11,249 | $660K | Add +0.7% |
| C Citigroup Inc. | 0.12% | 9,260 | $657K | Add +2.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.12% | 9,443 | $656K | Reduce -37.0% |
| PANW Palo Alto Networks Inc. | 0.12% | 3,758 | $641K | Add +3.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.12% | 14,961 | $636K | New |
| ACN Accenture PLC Class A | 0.12% | 2,031 | $634K | Reduce -21.6% |
| ETN Eaton Corp. PLC | 0.12% | 2,313 | $629K | Reduce -2.1% |
| GSK GSK PLC-Spon ADR | 0.11% | 16,038 | $621K | Add +14.5% |
| MELI MercadoLibre Inc. | 0.11% | 312 | $609K | Reduce -1.6% |
| DEO Diageo PLC-Sponsored ADR | 0.11% | 5,764 | $604K | Add +11.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.11% | 6,734 | $579K | Add +9.5% |
| SUB iShares Short-Term National | 0.11% | 5,439 | $574K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.11% | 12,967 | $574K | No change |
| WM Waste Management Inc. | 0.11% | 2,476 | $573K | Add +7.4% |
| DE Deere & Co. | 0.10% | 1,218 | $572K | Add +3.3% |
| PH Parker Hannifin Corp. | 0.10% | 937 | $570K | Add +3.3% |
| ZTS Zoetis Inc. | 0.10% | 3,432 | $565K | Reduce -14.8% |
| ROP Roper Technologies Inc. | 0.10% | 954 | $562K | Add +10.4% |
| PHG Koninklijke Philips NVR- NY | 0.10% | 21,326 | $542K | Add +12.9% |
| EXR Extra Space Storage Inc. | 0.10% | 3,604 | $535K | Add +13.9% |
| PPL PPL Corp. | 0.10% | 14,725 | $532K | Add +7.5% |
| SHW The Sherwin-Williams Co. | 0.10% | 1,514 | $529K | Add +6.4% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 6,250 | $528K | Add +6.1% |
| PNC PNC Financial Services Group | 0.10% | 2,987 | $525K | Add +5.1% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.09% | 9,075 | $514K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 773 | $512K | Reduce -22.3% |
| CARR Carrier Global Corp. | 0.09% | 7,861 | $498K | Add +2.2% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 8,106 | $494K | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.09% | 2,090 | $494K | Add +6.0% |
| OHI Omega Healthcare Investors | 0.09% | 12,956 | $493K | Add +12.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.09% | 6,203 | $489K | Reduce -1.2% |
| INTU Intuit Inc. | 0.09% | 784 | $481K | Add +4.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.09% | 1,391 | $480K | Reduce -10.6% |
| SCHG Schwab US Large-Cap Growth | 0.09% | 19,087 | $478K | Add +0.6% |
| IGEB iShares Investment Grade SYS | 0.09% | 10,614 | $478K | New |
| IR Ingersoll-Rand Inc. | 0.09% | 5,920 | $474K | Reduce -0.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.09% | 2,350 | $473K | New |
| NFLX Netflix Inc. | 0.09% | 506 | $472K | Reduce -36.6% |
| UI Ubiquiti Inc. | 0.09% | 1,514 | $470K | Add +0.9% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 4,032 | $469K | No change |
| LMT Lockheed Martin Corp. | 0.09% | 1,044 | $466K | Add +3.4% |
| CVS CVS Health Corp. | 0.08% | 6,741 | $457K | Add +2.3% |
| O Realty Income Corp. | 0.08% | 7,864 | $456K | Add +0.3% |
| RELX Relx PLC - Spon ADR | 0.08% | 9,011 | $454K | Reduce -22.0% |
| UDR Udr Inc. | 0.08% | 10,051 | $454K | Add +10.6% |
| CMCSA Comcast Corp. Class A | 0.08% | 12,301 | $454K | Reduce -12.2% |
| NUE Nucor Corp. | 0.08% | 3,599 | $433K | Add +5.3% |
| TER Teradyne Inc. | 0.08% | 5,184 | $428K | Reduce -0.3% |
| SCHF Schwab Intl Equity ETF | 0.08% | 21,510 | $425K | New |
| AMAT Applied Materials Inc. | 0.08% | 2,930 | $425K | New |
| SCHP Schwab U.S. Tips ETF | 0.08% | 15,718 | $423K | New |
| VGIT Vanguard Intermediate-Term T | 0.08% | 7,095 | $421K | New |
| MCO Moody's Corp. | 0.08% | 903 | $421K | New |
| HR Healthcare Realty Trust Inc. | 0.08% | 24,668 | $417K | Add +8.9% |
| ADI Analog Devices Inc. | 0.08% | 2,063 | $416K | Add +0.6% |
| PFE Pfizer Inc. | 0.08% | 16,401 | $416K | Reduce -15.3% |
| FALN iShares Fallen Angels ETF | 0.08% | 15,374 | $412K | New |
| SCHW Schwab (charles) Corp. | 0.07% | 5,207 | $408K | Add +5.8% |
| EMR Emerson Electric Co. | 0.07% | 3,655 | $401K | Add +1.2% |
| CSX CSX Corp. | 0.07% | 13,591 | $400K | Reduce -0.4% |
| AVUV Avantis US Small Cap Value | 0.07% | 4,517 | $394K | No change |
| APD Air Products & Chemicals Inc. | 0.07% | 1,317 | $388K | Add +6.9% |
| TTE Totalenergies SE -Spon ADR | 0.07% | 6,004 | $388K | Reduce -28.2% |
| CAT Caterpillar Inc. | 0.07% | 1,176 | $388K | Add +1.4% |
| ING ING Groep N.V.-Sponsored ADR | 0.07% | 19,474 | $381K | Add +0.2% |
| DPZ Domino's Pizza Inc. | 0.07% | 824 | $379K | Add +11.3% |
| TEL Te Connectivity PLC | 0.07% | 2,651 | $375K | Add +7.9% |
| CCL Carnival Corp. | 0.07% | 19,146 | $374K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 4,927 | $373K | Reduce -6.0% |
| MAGS Roundhill Magnificent Seven | 0.07% | 8,113 | $372K | Add +41.1% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.07% | 7,387 | $371K | Add +57.2% |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 2,867 | $364K | No change |
| SE Sea Ltd.-ADR | 0.07% | 2,740 | $358K | Reduce -14.8% |
| BTI British American Tob-SP ADR | 0.06% | 8,543 | $353K | Reduce -25.3% |
| SW Smurfit Westrock PLC | 0.06% | 7,812 | $352K | Reduce -37.6% |
| IWO iShares Russell 2000 Growth | 0.06% | 1,363 | $348K | No change |
| IVE iShares S&P 500 Value ETF | 0.06% | 1,825 | $348K | No change |
| HIW Highwoods Properties Inc. | 0.06% | 11,716 | $347K | Add +26.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.06% | 6,753 | $345K | No change |
| SYK Stryker Corp. | 0.06% | 912 | $339K | Add +7.3% |
| VCLT Vanguard Long-Term Corp. Bond | 0.06% | 4,469 | $339K | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 1,684 | $337K | Reduce -42.0% |
| EOG EOG Resources Inc. | 0.06% | 2,613 | $335K | Add +4.8% |
| MMYT Makemytrip Ltd. | 0.06% | 3,411 | $334K | Add +4.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.06% | 7,159 | $330K | Add +43.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 3,333 | $329K | Add +13.4% |
| ALLE Allegion PLC | 0.06% | 2,501 | $326K | Add +4.7% |
| KIM Kimco Realty Corp. | 0.06% | 15,355 | $326K | Add +10.4% |
| BYD Boyd Gaming Corp. | 0.06% | 4,921 | $324K | Add +16.4% |
| AON Aon PLC Class A | 0.06% | 810 | $323K | Reduce -9.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 4,074 | $322K | No change |
| MCHP Microchip Technology Inc. | 0.06% | 6,610 | $320K | Add +4.4% |
| PTCT PTC Therapeutics Inc. | 0.06% | 6,196 | $316K | Reduce -22.9% |
| WFC Wells Fargo & Co. | 0.06% | 4,386 | $315K | Add +3.6% |
| ETHA iShares Ethereum Trust ETF | 0.06% | 22,768 | $315K | New |
| FLOT iShares Floating Rate Bond E | 0.06% | 6,017 | $307K | New |
| DGRO iShares Core Dividend Growth | 0.06% | 4,888 | $302K | Reduce -0.6% |
| IBN Icici Bank Ltd.-Spon ADR | 0.06% | 9,539 | $301K | Reduce -14.1% |
| UBER Uber Technologies Inc. | 0.06% | 4,121 | $300K | New |
| SCHV Schwab US Large-Cap Value | 0.05% | 11,257 | $299K | No change |
| RACE Ferrari NV | 0.05% | 696 | $298K | Reduce -19.0% |
| VST Vistra Corp. | 0.05% | 2,494 | $293K | Add +0.4% |
| VZ Verizon Communications Inc. | 0.05% | 6,251 | $284K | Add +16.9% |
| MCK McKesson Corp. | 0.05% | 419 | $282K | Reduce -9.5% |
| LHX L3HARRIS Technologies Inc. | 0.05% | 1,347 | $282K | Add +16.9% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 10,035 | $281K | No change |
| FTNT Fortinet Inc. | 0.05% | 2,875 | $277K | Add +10.4% |
| MT Arcelormittal-NY Registered | 0.05% | 9,576 | $276K | Reduce -29.5% |
| WCN Waste Connections Inc. | 0.05% | 1,410 | $275K | Reduce -15.0% |
| ELV Elevance Health Inc. | 0.05% | 628 | $273K | Add +7.3% |
| VGLT Vanguard Long-Term Treasury | 0.05% | 4,646 | $268K | New |
| SBAC SBA Communications Corp. | 0.05% | 1,205 | $265K | New |
| HSY The Hershey Co. | 0.05% | 1,543 | $264K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.05% | 2,097 | $261K | Add +0.9% |
| ECL Ecolab Inc. | 0.05% | 1,001 | $254K | New |
| DELL Dell Technologies -C | 0.05% | 2,765 | $252K | New |
| ESGE iShares Inc. iShares ESG Awar | 0.05% | 7,149 | $250K | New |
| SHEL Shell PLC-ADR | 0.05% | 3,377 | $247K | Reduce -5.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 993 | $247K | New |
| COLD Americold Realty Trust Inc. | 0.04% | 11,416 | $245K | Add +9.3% |
| SNN Smith & Nephew PLC -Spon ADR | 0.04% | 8,494 | $241K | New |
| GILD Gilead Sciences Inc. | 0.04% | 2,148 | $241K | Reduce -0.9% |
| BLK BlackRock Inc. | 0.04% | 254 | $240K | Add +0.8% |
| PWR Quanta Services Inc. | 0.04% | 942 | $239K | Reduce -3.9% |
| AVB Avalonbay Communities Inc. | 0.04% | 1,106 | $237K | Add +9.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 3,598 | $237K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.04% | 1,304 | $233K | Add +8.4% |
| SO The Southern Co. | 0.04% | 2,528 | $232K | New |
| MRSH Marsh & McLennan Cos | 0.04% | 952 | $232K | Reduce -3.6% |
| HDV iShares Core High Dividend E | 0.04% | 1,907 | $231K | No change |
| LRCX Lam Research Corp. | 0.04% | 3,171 | $231K | New |
| ORLY O'reilly Automotive Inc. | 0.04% | 159 | $228K | New |
| HST Host Hotels & Resorts Inc. | 0.04% | 15,962 | $227K | Add +9.1% |
| DHR Danaher Corp. | 0.04% | 1,105 | $227K | Reduce -3.8% |
| SAFT Safety Insurance Group Inc. | 0.04% | 2,868 | $226K | New |
| GDDY GoDaddy Inc. Class A | 0.04% | 1,253 | $226K | Reduce -11.1% |
| IWD iShares Russell 1000 Value E | 0.04% | 1,195 | $225K | Reduce -0.3% |
| ALL Allstate Corp. | 0.04% | 1,083 | $224K | New |
| NWG Natwest Group PLC -Spon ADR | 0.04% | 18,636 | $222K | Reduce -40.9% |
| NEE Nextera Energy Inc. | 0.04% | 3,094 | $219K | New |
| BX Blackstone Inc. | 0.04% | 1,567 | $219K | Add +0.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 451 | $219K | New |
| CI The Cigna Group | 0.04% | 646 | $212K | New |
| LQDH iShares Int Hedg Corp. BD ETF | 0.04% | 2,238 | $207K | New |
| XLF SS Financial Select Sector | 0.04% | 4,125 | $205K | Reduce -2.0% |
| AOS Smith (a.o.) Corp. | 0.04% | 3,141 | $205K | New |
| AEP American Electric Power | 0.04% | 1,878 | $205K | New |
| IAU iShares Gold Trust | 0.04% | 3,423 | $202K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.04% | 1,825 | $202K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 4,062 | $202K | Reduce -66.5% |
| DXCM Dexcom Inc. | 0.04% | 2,929 | $200K | Add +6.8% |
| TDOC Teladoc Health Inc. | 0.03% | 23,604 | $188K | Add +2.5% |
| HONE Harborone Bancorp Inc. | 0.02% | 12,856 | $133K | No change |
| SGMA Sigmatron International Inc. | 0.02% | 97,111 | $121K | No change |
| BBD Banco Bradesco-ADR | 0.01% | 13,018 | $29K | Reduce -61.5% |