| IVV iShares Core S&P 500 ETF | 20.14% | 294,166 | $192.2M | Reduce -1.3% |
| AAPL Apple Inc. | 4.73% | 177,919 | $45.2M | Add +6.2% |
| VTI VG Morningstar TS MKT ETF-US | 3.67% | 109,257 | $35.1M | Reduce -3.7% |
| WBD Warner Bros Discovery Inc. | 3.10% | 1,077,490 | $29.6M | Add +0.3% |
| NVDA Nvidia Corp. | 3.01% | 164,538 | $28.7M | Add +15.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.48% | 36,460 | $23.7M | Reduce -5.2% |
| MSFT Microsoft Corp. | 2.32% | 59,807 | $22.1M | Add +11.1% |
| ABBV Abbvie Inc. | 2.07% | 91,042 | $19.8M | Add +2.3% |
| SHOP Shopify Inc. Class A | 1.90% | 152,807 | $18.1M | Add +3.5% |
| META Meta Platforms Inc. Class A | 1.84% | 30,728 | $17.6M | Add +5.0% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 1.83% | 139,630 | $17.5M | Add +2790.9% |
| ACWI iShares MSCI Acwi ETF | 1.74% | 120,253 | $16.6M | Add +1.3% |
| TRGP Targa Resources Corp. | 1.68% | 63,766 | $16.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.59% | 73,085 | $15.2M | Add +7.5% |
| GOOGL Alphabet Inc. Class A | 1.50% | 49,801 | $14.3M | Add +12.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.43% | 28,443 | $13.6M | Add +1.4% |
| ABT Abbott Laboratories | 1.31% | 121,866 | $12.5M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 1.13% | 36,503 | $10.7M | Add +5.3% |
| AVGO Broadcom Inc. | 0.96% | 29,605 | $9.2M | Add +13.6% |
| PG The Procter & Gamble Co. | 0.95% | 62,504 | $9.0M | Reduce -10.8% |
| WMT Walmart Inc. | 0.87% | 66,916 | $8.3M | Add +6.5% |
| UNH Unitedhealth Group Inc. | 0.84% | 29,735 | $8.0M | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 0.77% | 64,686 | $7.3M | Add +5.5% |
| BSCR Invesco Bulletshares 2027 CB | 0.68% | 331,295 | $6.5M | No change |
| IJH iShares Core S&P Midcap ETF | 0.66% | 93,806 | $6.3M | Add +3.1% |
| JNJ Johnson & Johnson | 0.62% | 24,077 | $5.9M | Add +8.7% |
| XOM Exxon Mobil Corp. | 0.57% | 31,896 | $5.4M | Add +4.7% |
| EFA iShares MSCI Eafe ETF | 0.56% | 54,902 | $5.3M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 0.55% | 18,338 | $5.3M | Add +5.6% |
| LLY Eli Lilly & Co. | 0.55% | 5,668 | $5.2M | Add +8.9% |
| MA Mastercard Inc. Class A | 0.53% | 10,215 | $5.1M | Add +9.6% |
| IWR iShares Russell Mid-Cap ETF | 0.53% | 51,799 | $5.0M | Add +7.3% |
| COST Costco Wholesale Corp. | 0.51% | 4,858 | $4.8M | Add +6.6% |
| TSLA Tesla Inc. | 0.50% | 12,840 | $4.8M | Add +10.4% |
| IXUS iShares Core Intl Stock ETF | 0.49% | 53,957 | $4.7M | Add +3.9% |
| V Visa Inc. Class A | 0.43% | 13,456 | $4.1M | Add +6.5% |
| AEP American Electric Power | 0.42% | 30,923 | $4.1M | Add +3.4% |
| CVX Chevron Corp. | 0.42% | 19,163 | $4.0M | Add +1.8% |
| CRWV Coreweave Inc. Class A | 0.40% | 49,704 | $3.9M | Add +0.0% |
| WMS Advanced Drainage Systems Inc. | 0.39% | 27,447 | $3.8M | New |
| IWF iShares Russell 1000 Growth | 0.39% | 8,639 | $3.7M | Add +24.3% |
| HD Home Depot Inc. | 0.38% | 11,009 | $3.6M | Add +11.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 5 | $3.6M | No change |
| AGG iShares Core U.S. Aggregate | 0.37% | 35,716 | $3.5M | Add +8.6% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 24,031 | $3.5M | Add +59.6% |
| NFLX Netflix Inc. | 0.37% | 36,532 | $3.5M | Add +22.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 10,373 | $3.5M | Add +13.6% |
| EEM iShares MSCI Emerging Market | 0.36% | 60,290 | $3.4M | Reduce -2.8% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 27,451 | $3.4M | Reduce -4.9% |
| IWM iShares Russell 2000 ETF | 0.34% | 12,968 | $3.2M | Add +6.5% |
| MCD McDonald's Corp. | 0.33% | 10,126 | $3.1M | Add +12.4% |
| NEE Nextera Energy Inc. | 0.33% | 33,714 | $3.1M | Add +9.6% |
| IVE iShares S&P 500 Value ETF | 0.32% | 14,661 | $3.1M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 0.32% | 43,303 | $3.0M | Add +18.0% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 10,560 | $3.0M | Add +10.6% |
| CAT Caterpillar Inc. | 0.30% | 4,082 | $2.9M | Add +23.9% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 41,708 | $2.7M | Add +12.8% |
| FMAO Farmers & Merchants Banco | 0.27% | 100,185 | $2.6M | No change |
| IWB iShares Russell 1000 ETF | 0.27% | 7,159 | $2.6M | Add +2.5% |
| GEV GE Vernova Inc. | 0.26% | 2,894 | $2.5M | Add +11.7% |
| IWD iShares Russell 1000 Value E | 0.26% | 11,680 | $2.5M | Add +38.0% |
| MYRG MYR Group Inc./Delaware | 0.26% | 8,836 | $2.5M | Reduce -18.9% |
| AMT American Tower Corp. | 0.25% | 13,714 | $2.4M | Add +7.9% |
| CSCO Cisco Systems Inc. | 0.25% | 30,197 | $2.3M | Add +12.6% |
| PANW Palo Alto Networks Inc. | 0.24% | 14,074 | $2.3M | Add +19.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 3,846 | $2.2M | Add +2.0% |
| MU Micron Technology Inc. | 0.22% | 6,184 | $2.1M | Add +71.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 42,837 | $2.1M | Add +34.7% |
| MPC Marathon Petroleum Corp. | 0.22% | 8,502 | $2.1M | Add +15.0% |
| AMGN Amgen Inc. | 0.22% | 5,860 | $2.1M | Add +0.4% |
| PH Parker Hannifin Corp. | 0.21% | 2,291 | $2.1M | Add +13.7% |
| KO The Coca-Cola Co. | 0.21% | 26,950 | $2.0M | Add +17.9% |
| BGIG Bahl & Gaynor Inc. Growth ETF | 0.21% | 61,577 | $2.0M | New |
| WM Waste Management Inc. | 0.21% | 8,880 | $2.0M | Add +4.4% |
| LMT Lockheed Martin Corp. | 0.21% | 3,341 | $2.0M | Add +8.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 7,626 | $2.0M | Add +3.5% |
| WFC Wells Fargo & Co. | 0.20% | 24,037 | $1.9M | Add +0.5% |
| MYCH State Street MY2028 Corporat | 0.20% | 76,384 | $1.9M | New |
| MS Morgan Stanley | 0.20% | 11,478 | $1.9M | Add +2.4% |
| COP Conocophillips | 0.20% | 14,261 | $1.9M | Reduce -4.0% |
| VGT Vanguard Info Tech ETF | 0.19% | 2,578 | $1.8M | Add +2.0% |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 9,275 | $1.8M | Add +3.5% |
| ALL Allstate Corp. | 0.19% | 8,534 | $1.8M | Add +6.6% |
| DVY iShares Select Dividend ETF | 0.18% | 11,594 | $1.8M | Reduce -19.4% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 12,225 | $1.7M | Add +0.0% |
| HON Honeywell International Inc. | 0.18% | 7,595 | $1.7M | Add +11.3% |
| SPGI S&P Global Inc. | 0.17% | 3,846 | $1.6M | Add +17.4% |
| AMD Advanced Micro Devices | 0.17% | 8,027 | $1.6M | Add +6.1% |
| IQLT iShares MSCI International Q | 0.17% | 35,090 | $1.6M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.17% | 13,352 | $1.6M | Add +13.9% |
| PEP Pepsico Inc. | 0.17% | 10,273 | $1.6M | Add +3.1% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.17% | 21,909 | $1.6M | Add +24.5% |
| PLD Prologis Inc. | 0.16% | 11,706 | $1.5M | Add +9.8% |
| BND Vanguard Total Bond Market | 0.16% | 20,759 | $1.5M | Reduce -4.5% |
| VNQ Vanguard Real Estate ETF | 0.15% | 16,656 | $1.5M | Add +1.2% |
| FITB Fifth Third Bancorp | 0.15% | 31,194 | $1.4M | Add +12.7% |
| BLK BlackRock Inc. | 0.14% | 1,407 | $1.4M | Add +17.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.14% | 48,046 | $1.3M | Add +6.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 14,461 | $1.3M | Add +13.0% |
| MELI MercadoLibre Inc. | 0.14% | 757 | $1.3M | Add +28.3% |
| ANET Arista Networks Inc. | 0.14% | 10,598 | $1.3M | Add +37.4% |
| ORCL Oracle Corp. | 0.14% | 8,820 | $1.3M | Add +2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 2,637 | $1.3M | Add +11.0% |
| CB Chubb Ltd. | 0.14% | 3,974 | $1.3M | Add +4.3% |
| DY Dycom Industries Inc. | 0.14% | 3,822 | $1.3M | Add +133.1% |
| ETN Eaton Corp. PLC | 0.13% | 3,531 | $1.3M | Add +5.7% |
| VZ Verizon Communications Inc. | 0.13% | 25,125 | $1.3M | Add +20.0% |
| NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC | 0.13% | 270,709 | $1.3M | No change |
| MDY State Street SPDR S&P Midcap | 0.13% | 2,005 | $1.2M | Reduce -1.8% |
| BIP Brookfield Infrastructure Pa | 0.13% | 33,900 | $1.2M | No change |
| PM Philip Morris International | 0.13% | 7,267 | $1.2M | Add +18.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 4,926 | $1.2M | Reduce -1.2% |
| HBAN Huntington Bancshares Inc. | 0.13% | 76,245 | $1.2M | Reduce -13.1% |
| LIN Linde PLC | 0.12% | 2,370 | $1.2M | Add +14.9% |
| NOW ServiceNow Inc. | 0.12% | 11,236 | $1.2M | Add +7.5% |
| RTX RTX Corp. | 0.12% | 6,029 | $1.2M | Add +15.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.12% | 878 | $1.2M | Reduce -25.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 2,644 | $1.2M | Add +8.1% |
| NEM Newmont Corp. | 0.12% | 10,605 | $1.1M | Add +2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 3,983 | $1.1M | Add +29.7% |
| UBER Uber Technologies Inc. | 0.12% | 15,890 | $1.1M | Add +8.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.12% | 4,057 | $1.1M | Add +9.2% |
| GS Goldman Sachs Group Inc. | 0.11% | 1,289 | $1.1M | Add +21.3% |
| AMAT Applied Materials Inc. | 0.11% | 3,135 | $1.1M | Reduce -29.7% |
| VFH Vanguard Financials ETF | 0.11% | 8,761 | $1.1M | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,765 | $1.1M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.11% | 5,365 | $1.0M | Add +14.3% |
| CMCSA Comcast Corp. Class A | 0.11% | 35,736 | $1.0M | Reduce -3.8% |
| T AT&T Inc. | 0.11% | 35,329 | $1.0M | Add +4.2% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 18,834 | $1.0M | Reduce -0.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.11% | 11,572 | $1.0M | Reduce -8.5% |
| SHW The Sherwin-Williams Co. | 0.10% | 3,051 | $978K | Add +19.6% |
| CQP Cheniere Energy Partners LP | 0.10% | 14,948 | $966K | No change |
| UNP Union Pacific Corp. | 0.10% | 3,980 | $966K | Add +4.2% |
| INTU Intuit Inc. | 0.10% | 2,233 | $966K | Add +64.8% |
| IWP iShares Russell Mid-Cap Grow | 0.10% | 7,509 | $962K | Add +9.9% |
| DUK Duke Energy Corp. | 0.10% | 7,309 | $957K | Add +5.7% |
| ANDE The Andersons Inc. | 0.10% | 13,304 | $955K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.10% | 43,346 | $949K | Add +156.0% |
| VHT Vanguard Health Care ETF | 0.10% | 3,473 | $946K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 3,125 | $945K | Add +0.2% |
| APH Amphenol Corp. Class A | 0.10% | 7,457 | $942K | Add +24.5% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.10% | 11,402 | $941K | Add +12.1% |
| DON Wisdomtree US Midcap Dividen | 0.10% | 17,848 | $938K | Reduce -3.2% |
| DHR Danaher Corp. | 0.10% | 4,927 | $934K | Add +7.8% |
| TRV The Travelers Cos Inc. | 0.10% | 3,192 | $931K | Add +10.3% |
| SSP Ew Scripps Co./the-A filed as SCRIPPS E W CO OHIO | 0.10% | 246,309 | $916K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.09% | 9,162 | $897K | Reduce -33.1% |
| PWR Quanta Services Inc. | 0.09% | 1,617 | $888K | Add +51.7% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.09% | 34,485 | $880K | Add +38.3% |
| PSX Phillips 66 | 0.09% | 4,751 | $866K | Add +0.3% |
| GD General Dynamics Corp. | 0.09% | 2,469 | $847K | Add +1.5% |
| GILD Gilead Sciences Inc. | 0.09% | 6,068 | $846K | Add +23.1% |
| UBS UBS Group AG-Reg | 0.09% | 21,446 | $838K | Add +9.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.09% | 1,856 | $829K | Reduce -2.1% |
| HOOD Robinhood Markets Inc. Class A | 0.09% | 11,894 | $824K | Add +230.3% |
| SAP Sap SE-Sponsored ADR | 0.09% | 4,787 | $820K | Add +70.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.08% | 10,170 | $809K | No change |
| FTAI Ftai Aviation Ltd. | 0.08% | 3,269 | $801K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 3,097 | $797K | Add +0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.08% | 5,431 | $792K | No change |
| VONG Vanguard Russell 1000 Growth | 0.08% | 7,115 | $780K | New |
| UTHR United Therapeutics Corp. | 0.08% | 1,311 | $777K | Add +11.2% |
| COF Capital One Financial Corp. | 0.08% | 4,200 | $766K | Reduce -4.3% |
| REET iShares Global REIT ETF | 0.08% | 30,379 | $764K | Add +5.7% |
| SNPS Synopsys Inc. | 0.08% | 1,927 | $764K | Add +0.7% |
| BSX Boston Scientific Corp. | 0.08% | 12,139 | $762K | Add +5.2% |
| VXUS Vanguard Total Intl Stock | 0.08% | 9,784 | $754K | No change |
| AXP American Express Co. | 0.08% | 2,489 | $753K | Add +1.5% |
| APA Apa Corp. | 0.08% | 17,718 | $752K | Add +11.3% |
| HCA HCA Healthcare Inc. | 0.08% | 1,557 | $737K | Add +12.6% |
| BKNG Booking Holdings Inc. | 0.08% | 174 | $733K | Reduce -0.6% |
| NSC Norfolk Southern Corp. | 0.08% | 2,540 | $729K | Add +3.3% |
| GSK GSK PLC-Spon ADR | 0.08% | 13,106 | $723K | Add +12.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.08% | 6,540 | $722K | No change |
| TT Trane Technologies PLC | 0.08% | 1,722 | $717K | Add +12.1% |
| MRSH Marsh & McLennan Cos | 0.07% | 4,102 | $712K | Add +12.4% |
| ISRG Intuitive Surgical Inc. | 0.07% | 1,543 | $711K | Add +11.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 4,439 | $709K | Add +41.0% |
| LHX L3HARRIS Technologies Inc. | 0.07% | 2,043 | $705K | Add +11.1% |
| CSX CSX Corp. | 0.07% | 16,928 | $695K | Add +2.8% |
| XLK SS Technology Select Sector | 0.07% | 5,210 | $692K | Add +0.2% |
| PHM Pultegroup Inc. | 0.07% | 5,850 | $688K | Add +7.9% |
| CEG Constellation Energy | 0.07% | 2,459 | $687K | Add +2.0% |
| TDG Transdigm Group Inc. | 0.07% | 592 | $686K | Add +13.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.07% | 33,339 | $681K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 6,979 | $673K | Add +6.9% |
| SCHW Schwab (charles) Corp. | 0.07% | 7,131 | $670K | Add +25.8% |
| PGR Progressive Corp. | 0.07% | 3,373 | $669K | Add +158.9% |
| EMR Emerson Electric Co. | 0.07% | 5,050 | $662K | Add +7.4% |
| CRM Salesforce Inc. | 0.07% | 3,430 | $640K | Add +12.9% |
| HIG Hartford Insurance Group Inc. | 0.07% | 4,647 | $628K | Reduce -0.3% |
| SHEL Shell PLC-ADR | 0.06% | 6,662 | $620K | Reduce -17.9% |
| SYK Stryker Corp. | 0.06% | 1,861 | $611K | Add +7.1% |
| XLC SS Comm Select Sector SPDR | 0.06% | 5,416 | $600K | No change |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.06% | 22,816 | $590K | Add +34.1% |
| NOBL Proshares S&P 500 Dividend A | 0.06% | 5,516 | $585K | Reduce -12.3% |
| QLTY GMO U.S. Quality ETF | 0.06% | 15,999 | $579K | No change |
| SNA Snap-on Inc. | 0.06% | 1,585 | $576K | Reduce -0.4% |
| VST Vistra Corp. | 0.06% | 3,792 | $570K | Add +21.3% |
| KVYO Klaviyo Inc. Class A | 0.06% | 29,217 | $569K | No change |
| FDX FedEx Corp. | 0.06% | 1,528 | $544K | Add +11.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.06% | 11,881 | $542K | New |
| C Citigroup Inc. | 0.06% | 4,705 | $534K | Add +16.1% |
| VLO Valero Energy Corp. | 0.06% | 2,151 | $531K | Reduce -3.6% |
| INTC Intel Corp. | 0.06% | 11,933 | $527K | Add +13.9% |
| WDAY Workday Inc. Class A | 0.06% | 4,039 | $525K | Add +6.5% |
| XLE SS Energy Select Sector | 0.05% | 8,560 | $524K | Add +3.2% |
| TSPA T Rowe Price US Eqy Research | 0.05% | 12,817 | $524K | Add +14.3% |
| SPG Simon Property Group Inc. | 0.05% | 2,797 | $522K | Add +9.7% |
| TMUS T-Mobile US Inc. | 0.05% | 2,468 | $518K | Reduce -39.7% |
| MO Altria Group Inc. | 0.05% | 7,631 | $504K | Add +89.5% |
| LNG Cheniere Energy Inc. | 0.05% | 1,766 | $501K | Add +10.0% |
| CSQ Calamos Strat TTL RTRN FND | 0.05% | 28,982 | $496K | No change |
| AMTM Amentum Holdings Inc. | 0.05% | 18,883 | $492K | Add +15.9% |
| IYF iShares US Financials ETF | 0.05% | 4,151 | $488K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.05% | 19,309 | $488K | No change |
| AXON Axon Enterprise Inc. | 0.05% | 1,128 | $479K | Add +23.1% |
| SPOT Spotify Technology SA | 0.05% | 984 | $477K | Add +36.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.05% | 22,658 | $474K | No change |
| AER Aercap Holdings NV | 0.05% | 3,452 | $474K | Reduce -32.2% |
| WWD Woodward Inc. | 0.05% | 1,305 | $467K | Reduce -44.0% |
| VRT Vertiv Holdings Co. Class A | 0.05% | 1,861 | $466K | Reduce -13.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.05% | 9,072 | $466K | Add +18.2% |
| UL Unilever PLC-Sponsored ADR | 0.05% | 8,152 | $464K | Add +12.3% |
| KR Kroger Co. | 0.05% | 6,358 | $460K | Add +2.1% |
| GOVT iShares US Treasury Bond ETF | 0.05% | 20,060 | $460K | New |
| RCI Rogers Communications Inc. Class B | 0.05% | 11,918 | $458K | New |
| PPG PPG Industries Inc. | 0.05% | 4,286 | $458K | Reduce -1.3% |
| ADBE Adobe Inc. | 0.05% | 1,865 | $453K | Reduce -13.1% |
| LEN Lennar Corp. Class A | 0.05% | 5,176 | $449K | Reduce -12.2% |
| OKE Oneok Inc. | 0.05% | 4,970 | $449K | Reduce -1.0% |
| CTAS Cintas Corp. | 0.05% | 2,642 | $447K | Add +0.0% |
| XTN SS SPDR S&P Transport ETF | 0.05% | 4,800 | $446K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 37,794 | $436K | Reduce -3.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.04% | 18,386 | $428K | New |
| ADI Analog Devices Inc. | 0.04% | 1,342 | $427K | Add +26.5% |
| LRCX Lam Research Corp. | 0.04% | 1,990 | $425K | Add +13.6% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.04% | 50,656 | $424K | New |
| VCIT Vanguard Int-Term Corporate | 0.04% | 5,057 | $418K | Add +41.2% |
| AA Alcoa Corp. | 0.04% | 6,287 | $417K | Reduce -19.8% |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.04% | 36,305 | $409K | New |
| KMI Kinder Morgan Inc. | 0.04% | 12,125 | $407K | Add +4.1% |
| KLAC KLA Corp. | 0.04% | 275 | $405K | Add +16.0% |
| DE Deere & Co. | 0.04% | 706 | $398K | Add +9.1% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 2,050 | $394K | New |
| PSA Public Storage | 0.04% | 1,423 | $385K | Add +2.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.04% | 4,080 | $385K | Add +34.6% |
| WELL Welltower Inc. | 0.04% | 1,934 | $382K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 5,064 | $380K | Add +58.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.04% | 1,742 | $377K | New |
| BX Blackstone Inc. | 0.04% | 3,258 | $375K | Reduce -26.4% |
| VT Vanguard Tot World STK ETF | 0.04% | 2,691 | $372K | Add +42.4% |
| SM SM Energy Co. | 0.04% | 11,916 | $372K | New |
| PFE Pfizer Inc. | 0.04% | 13,204 | $371K | Add +41.9% |
| CDNS Cadence Design SYS Inc. | 0.04% | 1,332 | $370K | Add +56.5% |
| CRH CRH PLC | 0.04% | 3,504 | $368K | Add +43.7% |
| CBLL Ceribell Inc. | 0.04% | 20,063 | $368K | No change |
| ICE Intercontinental Exchange Inc. | 0.04% | 2,337 | $368K | Reduce -26.4% |
| DGX Quest Diagnostics Inc. | 0.04% | 1,813 | $355K | Reduce -0.6% |
| WEC WEC Energy Group Inc. | 0.04% | 3,056 | $354K | Add +4.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 898 | $351K | Add +18.0% |
| FCX Freeport-McMoran Inc. | 0.04% | 5,951 | $350K | Add +5.8% |
| MCK McKesson Corp. | 0.04% | 404 | $349K | Add +6.6% |
| CSL Carlisle Cos Inc. | 0.04% | 1,045 | $349K | Reduce -2.9% |
| RSPT Invesco S&P 500 Equal Weight | 0.04% | 7,500 | $339K | No change |
| FTNT Fortinet Inc. | 0.04% | 4,103 | $335K | Add +9.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.04% | 2,528 | $335K | No change |
| MSCI MSCI Inc. | 0.04% | 619 | $334K | Add +4.7% |
| PNC PNC Financial Services Group | 0.03% | 1,603 | $333K | Add +1.5% |
| FTI Technipfmc PLC | 0.03% | 4,791 | $331K | New |
| MSI Motorola Solutions Inc. | 0.03% | 759 | $329K | Add +8.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.03% | 704 | $326K | No change |
| LOW Lowe's Cos Inc. | 0.03% | 1,370 | $324K | Add +8.3% |
| NOC Northrop Grumman Corp. | 0.03% | 472 | $322K | Add +9.0% |
| IYW iShares Ustechnology ETF | 0.03% | 1,770 | $321K | Reduce -5.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 5,380 | $318K | Add +4.8% |
| MCO Moody's Corp. | 0.03% | 727 | $317K | Add +6.4% |
| KEP Korea Elec Power Corp.-SP ADR | 0.03% | 22,204 | $316K | New |
| QCOM Qualcomm Inc. | 0.03% | 2,421 | $312K | Reduce -9.9% |
| EXR Extra Space Storage Inc. | 0.03% | 2,376 | $312K | Reduce -0.9% |
| IBP Installed Building Products | 0.03% | 1,164 | $309K | Reduce -2.2% |
| IBKR Interactive Brokers Gro Class A | 0.03% | 4,559 | $306K | New |
| ADP Automatic Data Processing | 0.03% | 1,504 | $306K | Add +12.7% |
| CME Cme Group Inc. | 0.03% | 1,024 | $302K | Add +20.2% |
| CPRT Copart Inc. | 0.03% | 9,001 | $299K | Add +32.8% |
| EQT Eqt Corp. | 0.03% | 4,603 | $293K | New |
| DFAT Dimensional US Target Value | 0.03% | 4,686 | $293K | No change |
| ELV Elevance Health Inc. | 0.03% | 999 | $293K | Reduce -7.6% |
| PYPL PayPal Holdings Inc. | 0.03% | 6,292 | $285K | Add +5.0% |
| JMUB JPMorgan Municipal ETF | 0.03% | 5,685 | $284K | Reduce -1.3% |
| SO The Southern Co. | 0.03% | 2,943 | $284K | Add +11.3% |
| ORLY O'reilly Automotive Inc. | 0.03% | 3,043 | $281K | Add +18.4% |
| ITW Illinois Tool Works | 0.03% | 1,077 | $280K | Add +8.0% |
| SGOV iShares 0-3 Month Treasury B | 0.03% | 2,767 | $279K | Reduce -3.5% |
| AVEM Avantis Emerging Markets Eq | 0.03% | 3,431 | $276K | New |
| SBUX Starbucks Corp. | 0.03% | 3,033 | $272K | New |
| ET Energy Transfer LP | 0.03% | 14,066 | $271K | No change |
| IWO iShares Russell 2000 Growth | 0.03% | 853 | $268K | No change |
| WMB Williams Cos Inc. | 0.03% | 3,664 | $267K | Add +2.4% |
| GLD SPDR Gold Shares | 0.03% | 618 | $266K | Reduce -81.3% |
| EMLP First Trust North American E | 0.03% | 6,083 | $266K | Reduce -58.3% |
| IDXX Idexx Laboratories Inc. | 0.03% | 472 | $265K | Add +44.3% |
| HUM Humana Inc. | 0.03% | 1,526 | $265K | Reduce -7.9% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.03% | 3,666 | $263K | Reduce -16.9% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,220 | $262K | Reduce -59.2% |
| CAH Cardinal Health Inc. | 0.03% | 1,239 | $262K | Add +4.5% |
| STX Seagate Technology Holdings | 0.03% | 668 | $262K | New |
| EME Emcor Group Inc. | 0.03% | 354 | $262K | Reduce -8.1% |
| IYH iShares U.S. Healthcare ETF | 0.03% | 4,193 | $258K | No change |
| ACN Accenture PLC Class A | 0.03% | 1,288 | $255K | Reduce -64.2% |
| URI United Rentals Inc. | 0.03% | 350 | $255K | Add +2.6% |
| XLF SS Financial Select Sector | 0.03% | 5,156 | $255K | Add +37.0% |
| XLV SS Health Care Select Sector | 0.03% | 1,736 | $255K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 2,878 | $245K | Add +6.5% |
| ZTS Zoetis Inc. | 0.03% | 2,060 | $244K | Reduce -22.3% |
| ODFL Old Dominion Freight Line | 0.03% | 1,235 | $241K | New |
| VEEV Veeva Systems Inc. Class A | 0.03% | 1,371 | $241K | Add +13.1% |
| EQIX Equinix Inc. | 0.03% | 245 | $240K | New |
| BITB Bitwise Bitcoin ETF | 0.03% | 6,500 | $239K | Reduce -27.8% |
| HWM Howmet Aerospace Inc. | 0.03% | 1,038 | $239K | New |
| EW Edwards Lifesciences Corp. | 0.03% | 2,977 | $238K | Reduce -2.2% |
| FICO Fair Isaac Corp. | 0.02% | 222 | $237K | Reduce -0.5% |
| APD Air Products & Chemicals Inc. | 0.02% | 813 | $236K | Reduce -13.5% |
| XLY SS Consumer Disc Select Sect | 0.02% | 2,150 | $234K | No change |
| MUB iShares National Muni Bond E | 0.02% | 2,202 | $234K | Reduce -0.9% |
| MDT Medtronic PLC | 0.02% | 2,660 | $230K | Add +0.8% |
| CBRE CBRE Group Inc. Class A | 0.02% | 1,693 | $229K | Add +1.7% |
| BLFS Biolife Solutions Inc. | 0.02% | 11,999 | $229K | No change |
| BA The Boeing Co. | 0.02% | 1,149 | $229K | Reduce -1.1% |
| PRU Prudential Financial Inc. | 0.02% | 2,316 | $226K | Reduce -7.7% |
| SONY Sony Group Corp. - SP ADR | 0.02% | 10,717 | $222K | New |
| CMI Cummins Inc. | 0.02% | 412 | $222K | New |
| IDEV iShares Core MSCI Dev MKTS | 0.02% | 2,650 | $221K | New |
| AEO American Eagle Outfitters | 0.02% | 13,162 | $220K | No change |
| EA Electronic Arts Inc. | 0.02% | 1,065 | $217K | New |
| VTIP Vanguard Short-Term Tips | 0.02% | 4,295 | $215K | Add +2.9% |
| AEIS Advanced Energy Industries | 0.02% | 663 | $214K | New |
| MMM 3M Co. | 0.02% | 1,472 | $214K | Add +1.2% |
| CVS CVS Health Corp. | 0.02% | 2,965 | $213K | New |
| ADSK Autodesk Inc. | 0.02% | 886 | $212K | New |
| ROK Rockwell Automation Inc. | 0.02% | 585 | $210K | New |
| GLW Corning Inc. | 0.02% | 1,538 | $209K | New |
| OC Owens Corning | 0.02% | 1,930 | $209K | Reduce -3.5% |
| LYV Live Nation Entertainment Inc. | 0.02% | 1,358 | $207K | New |
| ROST Ross Stores Inc. | 0.02% | 956 | $207K | New |
| AZO AutoZone Inc. | 0.02% | 61 | $206K | New |
| DVN Devon Energy Corp. | 0.02% | 4,088 | $206K | New |
| XLI SS Industrial Select Sector | 0.02% | 1,271 | $206K | New |
| GWW WW Grainger Inc. | 0.02% | 187 | $204K | Reduce -19.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 3,837 | $202K | No change |
| EPD Enterprise Products Partners | 0.02% | 5,312 | $201K | New |
| DAVE Dave Inc. | 0.02% | 1,150 | $200K | Add +14.7% |
| CRMD Cormedix Inc. | 0.02% | 27,401 | $186K | Add +6.3% |
| ECAT BlackRock ESG Cap All TRM TR | 0.02% | 11,250 | $153K | New |
| GEMI Gemini Space Station Inc. Class A | 0.02% | 32,784 | $145K | New |
| DBI Designer Brands Inc. Class A | 0.01% | 23,620 | $134K | No change |
| HLN Haleon PLC-ADR | 0.01% | 10,092 | $101K | New |
| BZAI Blaize Holdings Inc. | 0.01% | 49,954 | $91K | No change |
| NTSK Netskope Inc. Class A | 0.01% | 10,356 | $88K | New |