| IVV iShares Core S&P 500 ETF | 24.37% | 300,558 | $186.6M | Reduce -1.0% |
| AAPL Apple Inc. | 4.28% | 159,699 | $32.8M | Add +4.3% |
| VTI VG Morningstar TS MKT ETF-US | 3.81% | 95,896 | $29.1M | Reduce -1.3% |
| MSFT Microsoft Corp. | 3.18% | 48,958 | $24.4M | Add +5.6% |
| META Meta Platforms Inc. Class A | 2.72% | 28,268 | $20.9M | Add +2.7% |
| NVDA Nvidia Corp. | 2.41% | 116,652 | $18.4M | Add +17.3% |
| ABBV Abbvie Inc. | 2.21% | 91,368 | $17.0M | Add +5.7% |
| SHOP Shopify Inc. Class A | 2.19% | 145,382 | $16.8M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.17% | 26,854 | $16.6M | Add +1.1% |
| ABT Abbott Laboratories | 2.14% | 120,745 | $16.4M | Add +4.8% |
| AMZN Amazon.com Inc. | 1.75% | 61,001 | $13.4M | Add +7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.66% | 26,221 | $12.7M | Reduce -5.9% |
| WBD Warner Bros Discovery Inc. | 1.61% | 1,075,988 | $12.3M | Reduce -0.0% |
| ACWI iShares MSCI Acwi ETF | 1.50% | 89,138 | $11.5M | Add +5.5% |
| TRGP Targa Resources Corp. | 1.45% | 63,683 | $11.1M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 1.42% | 68,052 | $10.8M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 1.18% | 31,230 | $9.1M | Add +12.2% |
| IVW iShares S&P 500 Growth ETF | 0.89% | 62,125 | $6.8M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.88% | 38,435 | $6.8M | Add +11.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.85% | 331,295 | $6.5M | No change |
| AVGO Broadcom Inc. | 0.83% | 23,118 | $6.4M | Reduce -4.4% |
| WMT Walmart Inc. | 0.78% | 61,256 | $6.0M | Add +11.2% |
| AEP American Electric Power | 0.71% | 52,139 | $5.4M | Add +389.3% |
| MA Mastercard Inc. Class A | 0.63% | 8,627 | $4.8M | Reduce -9.6% |
| IJH iShares Core S&P Midcap ETF | 0.61% | 75,230 | $4.7M | Add +5.1% |
| COST Costco Wholesale Corp. | 0.58% | 4,488 | $4.4M | Add +30.3% |
| EFA iShares MSCI Eafe ETF | 0.57% | 49,195 | $4.4M | Add +5.9% |
| IWR iShares Russell Mid-Cap ETF | 0.54% | 45,230 | $4.2M | Add +5.8% |
| IXUS iShares Core Intl Stock ETF | 0.50% | 49,428 | $3.8M | Add +1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 5 | $3.6M | Reduce -28.6% |
| V Visa Inc. Class A | 0.47% | 10,185 | $3.6M | Add +5.0% |
| HD Home Depot Inc. | 0.45% | 9,319 | $3.4M | Add +11.6% |
| LLY Eli Lilly & Co. | 0.43% | 4,250 | $3.3M | Add +0.5% |
| TSLA Tesla Inc. | 0.43% | 10,374 | $3.3M | Add +7.4% |
| AGG iShares Core U.S. Aggregate | 0.42% | 32,479 | $3.2M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.42% | 18,141 | $3.2M | Reduce -8.7% |
| JNJ Johnson & Johnson | 0.40% | 19,864 | $3.0M | Add +19.9% |
| IWF iShares Russell 1000 Growth | 0.39% | 7,096 | $3.0M | Add +8.3% |
| NFLX Netflix Inc. | 0.39% | 2,241 | $3.0M | Add +9.7% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 27,357 | $3.0M | Add +6.8% |
| XOM Exxon Mobil Corp. | 0.38% | 27,154 | $2.9M | Add +8.8% |
| EEM iShares MSCI Emerging Market | 0.38% | 60,351 | $2.9M | Add +13.1% |
| IVE iShares S&P 500 Value ETF | 0.37% | 14,342 | $2.8M | Add +0.1% |
| AMT American Tower Corp. | 0.36% | 12,374 | $2.7M | Add +15.1% |
| IWM iShares Russell 2000 ETF | 0.34% | 12,083 | $2.6M | Add +7.2% |
| MCD McDonald's Corp. | 0.34% | 8,884 | $2.6M | Add +6.6% |
| RIVN Rivian Automotive Inc. Class A | 0.34% | 187,864 | $2.6M | Add +0.5% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 13,972 | $2.6M | Add +4.1% |
| FMAO Farmers & Merchants Banco | 0.33% | 100,185 | $2.5M | No change |
| IWB iShares Russell 1000 ETF | 0.32% | 7,248 | $2.5M | Reduce -2.1% |
| CVX Chevron Corp. | 0.31% | 16,592 | $2.4M | Add +10.4% |
| UNH Unitedhealth Group Inc. | 0.30% | 7,281 | $2.3M | Add +10.6% |
| DVY iShares Select Dividend ETF | 0.29% | 16,809 | $2.2M | Add +3.1% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 8,282 | $2.1M | Add +25.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 3,654 | $2.0M | Add +14.7% |
| PANW Palo Alto Networks Inc. | 0.26% | 9,797 | $2.0M | Add +36.7% |
| IEMG iShares Core MSCI Emerging | 0.26% | 33,396 | $2.0M | Add +6.5% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 35,003 | $2.0M | Add +8.2% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 14,542 | $2.0M | Add +35.2% |
| MYRG MYR Group Inc./Delaware | 0.26% | 10,799 | $2.0M | Reduce -23.1% |
| CSCO Cisco Systems Inc. | 0.25% | 27,677 | $1.9M | Add +10.8% |
| NXH Neighborhood Intelligence Inc. filed as BEYOND INC | 0.24% | 270,709 | $1.9M | No change |
| VNQ Vanguard Real Estate ETF | 0.24% | 20,580 | $1.8M | Add +175.5% |
| WM Waste Management Inc. | 0.23% | 7,857 | $1.8M | Add +4.2% |
| NEE Nextera Energy Inc. | 0.23% | 25,668 | $1.8M | Add +23.9% |
| ORCL Oracle Corp. | 0.23% | 8,060 | $1.8M | Reduce -2.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.22% | 85,350 | $1.7M | Reduce -18.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 7,355 | $1.7M | Add +43.6% |
| HON Honeywell International Inc. | 0.22% | 7,107 | $1.7M | Reduce -5.1% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 12,213 | $1.6M | Reduce -0.2% |
| VGT Vanguard Info Tech ETF | 0.21% | 2,450 | $1.6M | Reduce -40.0% |
| NOW ServiceNow Inc. | 0.21% | 1,568 | $1.6M | Add +12.2% |
| IWD iShares Russell 1000 Value E | 0.21% | 8,179 | $1.6M | Reduce -5.2% |
| CMCSA Comcast Corp. Class A | 0.20% | 43,925 | $1.6M | Reduce -9.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 6,454 | $1.5M | Add +6.9% |
| TXN Texas Instruments Inc. | 0.19% | 7,140 | $1.5M | Reduce -2.5% |
| HBAN Huntington Bancshares Inc. | 0.19% | 86,738 | $1.5M | Add +0.8% |
| BND Vanguard Total Bond Market | 0.19% | 19,708 | $1.5M | Add +3.7% |
| KO The Coca-Cola Co. | 0.19% | 20,423 | $1.4M | Add +19.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.19% | 15,047 | $1.4M | No change |
| AMGN Amgen Inc. | 0.19% | 5,120 | $1.4M | Add +10.9% |
| COP Conocophillips | 0.19% | 15,922 | $1.4M | Add +11.9% |
| LMT Lockheed Martin Corp. | 0.18% | 3,056 | $1.4M | Add +8.7% |
| LIN Linde PLC | 0.18% | 2,949 | $1.4M | Add +12.4% |
| MS Morgan Stanley | 0.18% | 9,691 | $1.4M | Add +13.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 28,552 | $1.4M | Add +46.7% |
| ACN Accenture PLC Class A | 0.17% | 4,357 | $1.3M | Add +10.9% |
| UBER Uber Technologies Inc. | 0.17% | 13,851 | $1.3M | Add +52.7% |
| WFC Wells Fargo & Co. | 0.17% | 15,943 | $1.3M | Add +4.0% |
| SPGI S&P Global Inc. | 0.17% | 2,408 | $1.3M | Add +23.3% |
| IQLT iShares MSCI International Q | 0.16% | 29,122 | $1.3M | Add +14.6% |
| MDY State Street SPDR S&P Midcap | 0.16% | 2,201 | $1.2M | No change |
| PH Parker Hannifin Corp. | 0.16% | 1,759 | $1.2M | Add +19.8% |
| ALL Allstate Corp. | 0.15% | 5,790 | $1.2M | Add +0.2% |
| PEP Pepsico Inc. | 0.15% | 8,776 | $1.2M | Reduce -4.3% |
| MPC Marathon Petroleum Corp. | 0.15% | 6,972 | $1.2M | Add +84.7% |
| BIP Brookfield Infrastructure Pa | 0.15% | 33,900 | $1.1M | Reduce -7.0% |
| CB Chubb Ltd. | 0.15% | 3,858 | $1.1M | Add +13.7% |
| VFH Vanguard Financials ETF | 0.14% | 8,555 | $1.1M | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.14% | 12,792 | $1.1M | Add +10.7% |
| BLK BlackRock Inc. | 0.14% | 1,014 | $1.1M | Add +41.6% |
| CAT Caterpillar Inc. | 0.14% | 2,700 | $1.0M | Add +12.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.13% | 3,287 | $1.0M | Add +11.5% |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 7,141 | $990K | Reduce -14.7% |
| KVYO Klaviyo Inc. Class A | 0.13% | 29,088 | $977K | Add +1.8% |
| DON Wisdomtree US Midcap Dividen | 0.13% | 19,286 | $967K | Add +0.1% |
| PLD Prologis Inc. | 0.13% | 9,127 | $959K | Add +14.3% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,681 | $955K | Add +47.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.12% | 38,848 | $953K | New |
| GLD SPDR Gold Shares | 0.12% | 3,120 | $951K | Reduce -3.7% |
| MRK Merck & Co. Inc. | 0.12% | 11,980 | $948K | Reduce -24.6% |
| PM Philip Morris International | 0.12% | 5,134 | $935K | Add +7.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.12% | 45,180 | $934K | No change |
| COF Capital One Financial Corp. | 0.12% | 4,332 | $922K | Add +44.5% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 18,522 | $916K | Add +5.3% |
| VHT Vanguard Health Care ETF | 0.12% | 3,653 | $907K | No change |
| BSX Boston Scientific Corp. | 0.12% | 8,343 | $896K | Add +78.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.12% | 11,052 | $891K | New |
| ETN Eaton Corp. PLC | 0.12% | 2,473 | $883K | Add +16.3% |
| AMD Advanced Micro Devices | 0.11% | 6,157 | $874K | Add +68.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 10,423 | $870K | Add +6.0% |
| DUK Duke Energy Corp. | 0.11% | 7,359 | $868K | Add +19.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 3,052 | $868K | No change |
| T AT&T Inc. | 0.11% | 29,834 | $863K | Add +2.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 3,079 | $853K | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.11% | 3,651 | $840K | Add +4.3% |
| CQP Cheniere Energy Partners LP | 0.11% | 14,948 | $838K | No change |
| TRV The Travelers Cos Inc. | 0.11% | 3,030 | $811K | Add +4.0% |
| TMUS T-Mobile US Inc. | 0.11% | 3,379 | $805K | Add +50.4% |
| MELI MercadoLibre Inc. | 0.10% | 306 | $800K | Add +11.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,700 | $796K | Add +6.1% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 1,942 | $788K | Reduce -1.5% |
| ADBE Adobe Inc. | 0.10% | 2,024 | $783K | Add +10.8% |
| SHEL Shell PLC-ADR | 0.10% | 11,114 | $783K | Reduce -8.2% |
| UPST Upstart Holdings Inc. | 0.10% | 12,000 | $776K | Reduce -39.1% |
| BKNG Booking Holdings Inc. | 0.10% | 134 | $776K | Add +0.8% |
| VZ Verizon Communications Inc. | 0.10% | 17,702 | $766K | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 2,708 | $758K | Reduce -0.8% |
| AER Aercap Holdings NV | 0.10% | 6,369 | $745K | Reduce -4.2% |
| INTU Intuit Inc. | 0.10% | 930 | $732K | Add +27.1% |
| PGR Progressive Corp. | 0.10% | 2,730 | $729K | Add +18.9% |
| SSP Ew Scripps Co./the-A filed as SCRIPPS E W CO OHIO | 0.09% | 246,645 | $725K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.09% | 6,540 | $722K | No change |
| SAP Sap SE-Sponsored ADR | 0.09% | 2,366 | $720K | Reduce -4.9% |
| EMLP First Trust North American E | 0.09% | 19,168 | $719K | Add +0.8% |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 5,429 | $717K | Reduce -4.4% |
| ANET Arista Networks Inc. | 0.09% | 6,961 | $712K | Add +8.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 874 | $700K | New |
| APD Air Products & Chemicals Inc. | 0.09% | 2,476 | $699K | Add +2.6% |
| RTX RTX Corp. | 0.09% | 4,775 | $697K | Reduce -2.9% |
| WDAY Workday Inc. Class A | 0.09% | 2,898 | $696K | Add +5.8% |
| CRM Salesforce Inc. | 0.09% | 2,514 | $685K | Reduce -3.0% |
| VXUS Vanguard Total Intl Stock | 0.09% | 9,784 | $676K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 5,420 | $672K | Add +39.6% |
| REET iShares Global REIT ETF | 0.09% | 26,773 | $661K | Add +1.1% |
| XLK SS Technology Select Sector | 0.09% | 2,599 | $658K | Add +8.3% |
| MRSH Marsh & McLennan Cos | 0.09% | 2,987 | $653K | Add +24.9% |
| DHR Danaher Corp. | 0.08% | 3,278 | $648K | Add +82.5% |
| AXP American Express Co. | 0.08% | 2,023 | $645K | Add +7.2% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.08% | 24,940 | $634K | New |
| WWD Woodward Inc. | 0.08% | 2,545 | $624K | No change |
| NSC Norfolk Southern Corp. | 0.08% | 2,424 | $621K | Add +2.2% |
| EMR Emerson Electric Co. | 0.08% | 4,619 | $616K | Add +4.8% |
| GS Goldman Sachs Group Inc. | 0.08% | 859 | $608K | Add +36.6% |
| SYK Stryker Corp. | 0.08% | 1,514 | $599K | Add +27.1% |
| CEG Constellation Energy | 0.08% | 1,835 | $592K | Add +27.1% |
| CTAS Cintas Corp. | 0.08% | 2,632 | $587K | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 2,823 | $578K | Reduce -5.9% |
| BITB Bitwise Bitcoin ETF | 0.08% | 9,820 | $575K | Reduce -0.2% |
| AMAT Applied Materials Inc. | 0.07% | 3,061 | $560K | Add +31.7% |
| GEV GE Vernova Inc. | 0.07% | 1,054 | $558K | Reduce -38.6% |
| XLC SS Comm Select Sector SPDR | 0.07% | 5,078 | $551K | Add +3.4% |
| NOBL Proshares S&P 500 Dividend A | 0.07% | 5,395 | $543K | Add +4.2% |
| HIG Hartford Insurance Group Inc. | 0.07% | 4,222 | $536K | Add +0.3% |
| LEN Lennar Corp. Class A | 0.07% | 4,792 | $530K | Add +25.6% |
| CSX CSX Corp. | 0.07% | 16,200 | $529K | Reduce -5.6% |
| TT Trane Technologies PLC | 0.07% | 1,201 | $525K | Add +20.0% |
| CSL Carlisle Cos Inc. | 0.07% | 1,380 | $515K | Add +26.0% |
| SNA Snap-on Inc. | 0.07% | 1,651 | $514K | Reduce -1.6% |
| PSX Phillips 66 | 0.07% | 4,291 | $512K | Add +8.9% |
| IYF iShares US Financials ETF | 0.07% | 4,215 | $510K | Reduce -8.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.07% | 1,123 | $500K | Add +0.5% |
| IBDX iShares Ibonds Dec 2032 TC | 0.06% | 19,564 | $495K | New |
| ANDE The Andersons Inc. | 0.06% | 13,409 | $493K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.06% | 12,087 | $489K | Add +0.1% |
| ADP Automatic Data Processing | 0.06% | 1,586 | $489K | Add +5.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.06% | 23,202 | $488K | New |
| SNPS Synopsys Inc. | 0.06% | 930 | $477K | Add +37.2% |
| SCHW Schwab (charles) Corp. | 0.06% | 5,168 | $472K | Add +21.7% |
| PPG PPG Industries Inc. | 0.06% | 4,107 | $467K | Reduce -13.0% |
| TDG Transdigm Group Inc. | 0.06% | 300 | $457K | New |
| PYPL PayPal Holdings Inc. | 0.06% | 6,134 | $456K | Reduce -0.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.06% | 17,595 | $456K | New |
| EXR Extra Space Storage Inc. | 0.06% | 3,064 | $452K | New |
| AON Aon PLC Class A | 0.06% | 1,256 | $448K | Reduce -23.0% |
| C Citigroup Inc. | 0.06% | 5,257 | $447K | Add +1.1% |
| ELV Elevance Health Inc. | 0.06% | 1,141 | $444K | Add +2.1% |
| KR Kroger Co. | 0.06% | 6,155 | $441K | Reduce -0.1% |
| UL Unilever PLC | 0.06% | 7,093 | $434K | Add +14.7% |
| PSA Public Storage | 0.06% | 1,477 | $433K | Add +0.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.06% | 19,712 | $433K | New |
| PHM Pultegroup Inc. | 0.06% | 4,095 | $432K | New |
| LHX L3HARRIS Technologies Inc. | 0.06% | 1,714 | $430K | Add +16.6% |
| BHP BHP Group Ltd.-Spon ADR | 0.06% | 8,879 | $427K | Add +28.8% |
| RELX Relx PLC - Spon ADR | 0.06% | 7,811 | $424K | Add +50.9% |
| UBS UBS Group AG-Reg | 0.05% | 12,424 | $420K | Add +24.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 38,563 | $418K | Add +31.2% |
| ISRG Intuitive Surgical Inc. | 0.05% | 769 | $418K | Add +10.3% |
| VCIT Vanguard Int-Term Corporate | 0.05% | 5,010 | $415K | Reduce -60.3% |
| IYW iShares Ustechnology ETF | 0.05% | 2,391 | $414K | Add +26.4% |
| TSPA T Rowe Price US Eqy Research | 0.05% | 10,505 | $409K | Add +6.3% |
| ICE Intercontinental Exchange Inc. | 0.05% | 2,166 | $397K | Add +1.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.05% | 4,825 | $390K | Add +0.3% |
| FTNT Fortinet Inc. | 0.05% | 3,659 | $387K | New |
| XTN SS SPDR S&P Transport ETF | 0.05% | 4,800 | $386K | No change |
| MCO Moody's Corp. | 0.05% | 768 | $385K | Add +6.7% |
| APH Amphenol Corp. Class A | 0.05% | 3,885 | $384K | Add +17.6% |
| AWK American Water Works Co. Inc. | 0.05% | 2,751 | $383K | Add +40.7% |
| XLE SS Energy Select Sector | 0.05% | 4,460 | $378K | Add +45.8% |
| DY Dycom Industries Inc. | 0.05% | 1,539 | $376K | Reduce -88.8% |
| CBOE Cboe Global Markets Inc. | 0.05% | 1,604 | $374K | Add +42.6% |
| QLTY GMO U.S. Quality ETF | 0.05% | 10,873 | $373K | New |
| PWR Quanta Services Inc. | 0.05% | 981 | $371K | Add +3.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.05% | 2,999 | $371K | No change |
| QCOM Qualcomm Inc. | 0.05% | 2,302 | $367K | Reduce -7.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 5,203 | $359K | Add +17.4% |
| LBRDK Liberty Broadband-C | 0.05% | 3,576 | $352K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 4,849 | $339K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 2,732 | $337K | Add +6.4% |
| FCNCA First Citizens Bcshs Class A | 0.04% | 172 | $337K | Add +30.3% |
| MU Micron Technology Inc. | 0.04% | 2,714 | $335K | New |
| LNG Cheniere Energy Inc. | 0.04% | 1,369 | $333K | Add +30.4% |
| FISV Fiserv Inc. | 0.04% | 1,930 | $333K | Reduce -7.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.04% | 1,249 | $333K | Reduce -1.1% |
| WEC WEC Energy Group Inc. | 0.04% | 3,180 | $331K | Reduce -0.3% |
| DGX Quest Diagnostics Inc. | 0.04% | 1,844 | $331K | Reduce -6.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 9,750 | $330K | Add +36.8% |
| HCA HCA Healthcare Inc. | 0.04% | 853 | $327K | Add +23.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 641 | $326K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.04% | 5,342 | $325K | Add +33.4% |
| ZTS Zoetis Inc. | 0.04% | 2,072 | $323K | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.04% | 704 | $310K | Add +39.7% |
| SPG Simon Property Group Inc. | 0.04% | 1,912 | $307K | Add +13.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.04% | 7,500 | $306K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.04% | 5,426 | $305K | Add +9.2% |
| GSK GSK PLC-Spon ADR | 0.04% | 7,846 | $301K | Add +28.8% |
| CL Colgate-Palmolive Co. | 0.04% | 3,307 | $301K | Add +2.1% |
| BZAI Blaize Holdings Inc. | 0.04% | 99,908 | $298K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.04% | 3,154 | $296K | New |
| FITB Fifth Third Bancorp | 0.04% | 7,164 | $295K | Reduce -3.7% |
| CPRT Copart Inc. | 0.04% | 5,990 | $294K | New |
| JMUB JPMorgan Municipal ETF | 0.04% | 5,860 | $291K | No change |
| PTC PTC Inc. | 0.04% | 1,686 | $291K | New |
| K Kellanova | 0.04% | 3,636 | $289K | Reduce -1.2% |
| EQNR Equinor ASA-Spon ADR | 0.04% | 11,405 | $287K | Add +24.4% |
| UTHR United Therapeutics Corp. | 0.04% | 992 | $285K | Add +33.5% |
| AXON Axon Enterprise Inc. | 0.04% | 340 | $282K | New |
| MCK McKesson Corp. | 0.04% | 378 | $277K | Reduce -4.3% |
| SO The Southern Co. | 0.04% | 2,954 | $271K | Reduce -2.1% |
| SPOT Spotify Technology SA | 0.04% | 350 | $269K | New |
| CBRE CBRE Group Inc. Class A | 0.03% | 1,886 | $264K | Reduce -2.6% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 2,058 | $264K | New |
| OC Owens Corning | 0.03% | 1,908 | $262K | Reduce -0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.03% | 3,849 | $259K | No change |
| BLFS Biolife Solutions Inc. | 0.03% | 11,999 | $258K | No change |
| DE Deere & Co. | 0.03% | 503 | $256K | Add +2.2% |
| CDNS Cadence Design SYS Inc. | 0.03% | 824 | $254K | New |
| DFAT Dimensional US Target Value | 0.03% | 4,686 | $253K | No change |
| MDLZ Mondelez International Inc. Class A | 0.03% | 3,710 | $250K | New |
| NTAP Netapp Inc. | 0.03% | 2,300 | $245K | New |
| IWO iShares Russell 2000 Growth | 0.03% | 853 | $244K | No change |
| LOW Lowe's Cos Inc. | 0.03% | 1,093 | $243K | Add +13.3% |
| MSI Motorola Solutions Inc. | 0.03% | 571 | $240K | Reduce -2.4% |
| SBUX Starbucks Corp. | 0.03% | 2,601 | $238K | Reduce -5.9% |
| IYH iShares U.S. Healthcare ETF | 0.03% | 4,193 | $237K | Reduce -0.4% |
| VT Vanguard Tot World STK ETF | 0.03% | 1,840 | $236K | New |
| FDX FedEx Corp. | 0.03% | 1,038 | $236K | Add +6.3% |
| AA Alcoa Corp. | 0.03% | 7,991 | $236K | Add +0.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.03% | 725 | $232K | Reduce -5.7% |
| INTC Intel Corp. | 0.03% | 10,291 | $231K | Reduce -30.2% |
| MMM 3M Co. | 0.03% | 1,513 | $230K | New |
| ROP Roper Technologies Inc. | 0.03% | 399 | $226K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.03% | 2,382 | $224K | Add +0.0% |
| NOC Northrop Grumman Corp. | 0.03% | 446 | $223K | No change |
| MUB iShares National Muni Bond E | 0.03% | 2,128 | $222K | Reduce -21.9% |
| XLV SS Health Care Select Sector | 0.03% | 1,639 | $221K | No change |
| GILD Gilead Sciences Inc. | 0.03% | 1,987 | $220K | Add +6.1% |
| ADI Analog Devices Inc. | 0.03% | 923 | $220K | New |
| HWM Howmet Aerospace Inc. | 0.03% | 1,176 | $219K | New |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.03% | 5,024 | $218K | New |
| IDXX Idexx Laboratories Inc. | 0.03% | 406 | $218K | New |
| VEEV Veeva Systems Inc. Class A | 0.03% | 753 | $217K | New |
| EW Edwards Lifesciences Corp. | 0.03% | 2,746 | $215K | New |
| XLY SS Consumer Disc Select Sect | 0.03% | 986 | $214K | New |
| BA The Boeing Co. | 0.03% | 1,021 | $214K | New |
| IBP Installed Building Products | 0.03% | 1,175 | $212K | New |
| CAH Cardinal Health Inc. | 0.03% | 1,241 | $208K | New |
| PFE Pfizer Inc. | 0.03% | 8,551 | $207K | Reduce -36.8% |
| KLAC KLA Corp. | 0.03% | 229 | $205K | New |
| SHW The Sherwin-Williams Co. | 0.03% | 594 | $204K | Reduce -2.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 3,837 | $202K | New |
| VLO Valero Energy Corp. | 0.03% | 1,498 | $201K | New |
| ADSK Autodesk Inc. | 0.03% | 649 | $201K | New |
| ANF Abercrombie & Fitch Co. Class A | 0.02% | 1,431 | $119K | New |