| VEU Vanguard Ftse All-World Ex-U | 6.61% | 2,188,030 | $183.2M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 6.37% | 494,124 | $176.6M | Reduce -6.1% |
| AAPL Apple Inc. | 5.54% | 530,934 | $153.6M | Reduce -1.5% |
| NVDA Nvidia Corp. | 4.52% | 626,042 | $125.3M | Add +14.9% |
| MSFT Microsoft Corp. | 3.69% | 274,435 | $102.4M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.22% | 178,472 | $89.3M | Reduce -2.0% |
| APH Amphenol Corp. Class A | 2.91% | 456,878 | $80.7M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 2.89% | 335,792 | $80.0M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.25% | 411,442 | $62.3M | Reduce -3.4% |
| V Visa Inc. Class A | 2.20% | 177,386 | $60.9M | Reduce -1.7% |
| VOO Vanguard S&P 500 ETF | 2.18% | 87,854 | $60.3M | Add +19.4% |
| META Meta Platforms Inc. Class A | 2.02% | 99,202 | $55.9M | Reduce -1.8% |
| ECL Ecolab Inc. | 1.76% | 174,551 | $48.8M | Reduce -3.3% |
| ORLY O'reilly Automotive Inc. | 1.64% | 495,212 | $45.6M | Reduce -1.8% |
| SPGI S&P Global Inc. | 1.46% | 99,462 | $40.5M | Reduce -4.0% |
| SYK Stryker Corp. | 1.42% | 124,552 | $39.3M | Add +2.1% |
| WMT Walmart Inc. | 1.36% | 333,860 | $37.8M | Reduce -4.3% |
| IBDR iShares Ibonds Dec 2026 Term | 1.31% | 1,496,018 | $36.2M | Add +12.7% |
| TMO Thermo Fisher Scientific Inc. | 1.26% | 69,813 | $35.0M | Reduce -4.0% |
| TEL Te Connectivity PLC | 1.24% | 170,848 | $34.4M | Reduce -5.6% |
| WSO Watsco Inc. | 1.21% | 80,495 | $33.5M | Reduce -3.2% |
| DHR Danaher Corp. | 1.20% | 173,960 | $33.2M | Reduce -4.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.19% | 1,309,506 | $33.1M | Add +6.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.17% | 1,336,886 | $32.4M | Add +5.3% |
| CB Chubb Ltd. | 1.16% | 94,091 | $32.2M | Reduce -4.1% |
| TDG Transdigm Group Inc. | 1.01% | 20,952 | $27.9M | Add +0.9% |
| CVX Chevron Corp. | 0.96% | 160,165 | $26.5M | Reduce -6.6% |
| ORCL Oracle Corp. | 0.94% | 177,635 | $26.0M | Add +3048.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.93% | 1,118,191 | $25.9M | Add +10.1% |
| COST Costco Wholesale Corp. | 0.91% | 26,938 | $25.2M | Add +4.4% |
| AWK American Water Works Co. Inc. | 0.90% | 190,557 | $25.1M | Reduce -3.4% |
| IDXX Idexx Laboratories Inc. | 0.89% | 46,776 | $24.6M | Reduce -1.5% |
| NBIS Nebius Group NV | 0.86% | 86,450 | $23.9M | Reduce -26.4% |
| ADP Automatic Data Processing | 0.86% | 105,410 | $23.8M | Reduce -0.6% |
| REGN Regeneron Pharmaceuticals | 0.84% | 37,174 | $23.2M | Reduce -5.5% |
| TSLA Tesla Inc. | 0.81% | 53,185 | $22.4M | Add +2371.4% |
| JNJ Johnson & Johnson | 0.80% | 87,734 | $22.3M | Reduce -0.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.80% | 1,021,727 | $22.3M | Add +15.9% |
| TPL Texas Pacific Land Corp. | 0.79% | 49,760 | $21.8M | Add +0.1% |
| NOW ServiceNow Inc. | 0.77% | 215,610 | $21.4M | Add +11.7% |
| ESGD iShares Trust iShares ESG Aw | 0.76% | 203,791 | $21.0M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 27,769 | $20.8M | Add +3.4% |
| XOM Exxon Mobil Corp. | 0.74% | 149,066 | $20.4M | Reduce -2.6% |
| VISN Vistance Networks Inc. | 0.72% | 1,561,086 | $20.0M | Add +1787.7% |
| MELI MercadoLibre Inc. | 0.71% | 11,653 | $19.8M | Reduce -18.6% |
| KNSL Kinsale Capital Group Inc. | 0.70% | 58,876 | $19.4M | Reduce -14.3% |
| PG The Procter & Gamble Co. | 0.66% | 125,547 | $18.4M | Reduce -6.4% |
| UBER Uber Technologies Inc. | 0.65% | 251,060 | $18.1M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.60% | 46,988 | $16.6M | Reduce -0.0% |
| XLE SS Energy Select Sector | 0.59% | 309,943 | $16.5M | Add +8.1% |
| RSP Invesco S&P 500 Equal Weight | 0.59% | 77,065 | $16.4M | Add +102.8% |
| AVGO Broadcom Inc. | 0.54% | 39,716 | $15.0M | Add +527.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.51% | 684,857 | $14.3M | Add +31.5% |
| JPM JPMorgan Chase & Co. | 0.46% | 38,632 | $12.6M | Reduce -1.6% |
| IXUS iShares Core Intl Stock ETF | 0.46% | 132,348 | $12.6M | Reduce -16.5% |
| AME Ametek Inc. | 0.41% | 46,972 | $11.4M | New |
| TRNO Terreno Realty Corp. | 0.40% | 171,782 | $11.2M | Add +2.5% |
| IAUM iShares Gold Trust Micro | 0.39% | 268,081 | $10.7M | Reduce -2.5% |
| SNPS Synopsys Inc. | 0.36% | 22,375 | $10.0M | Add +2.2% |
| NFLX Netflix Inc. | 0.36% | 139,465 | $10.0M | Add +489.1% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.35% | 375,297 | $9.6M | Reduce -9.2% |
| AMT American Tower Corp. | 0.32% | 54,438 | $9.0M | Reduce -40.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 22,657 | $8.4M | Add +28.4% |
| MINT PIMCO Enhanced Short Maturit | 0.29% | 80,442 | $8.1M | Reduce -8.3% |
| GLD SPDR Gold Shares | 0.28% | 21,003 | $7.7M | No change |
| ABBV Abbvie Inc. | 0.27% | 29,636 | $7.5M | Reduce -0.1% |
| PSNL Personalis Inc. | 0.27% | 555,641 | $7.4M | Add +1.6% |
| KO The Coca-Cola Co. | 0.27% | 90,764 | $7.4M | Add +0.3% |
| CAT Caterpillar Inc. | 0.26% | 6,659 | $7.1M | Reduce -0.4% |
| IBDX iShares Ibonds Dec 2032 TC | 0.23% | 252,860 | $6.4M | Add +36.0% |
| IBMP iShares Ibonds Dec 2027 Term | 0.23% | 247,525 | $6.3M | Add +1.9% |
| LDUR PIMCO Enhanced Low Duration | 0.22% | 64,250 | $6.1M | Reduce -8.8% |
| USFD US Foods Holding Corp. | 0.22% | 60,009 | $6.1M | New |
| INTC Intel Corp. | 0.22% | 43,308 | $6.0M | Add +17.1% |
| MRK Merck & Co. Inc. | 0.21% | 45,824 | $5.9M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.20% | 47,161 | $5.5M | Reduce -2.7% |
| ETN Eaton Corp. PLC | 0.20% | 12,730 | $5.4M | Reduce -3.0% |
| PEP Pepsico Inc. | 0.17% | 34,492 | $4.7M | Reduce -2.1% |
| IWF iShares Russell 1000 Growth | 0.16% | 36,432 | $4.5M | No change |
| IAU iShares Gold Trust | 0.16% | 59,479 | $4.5M | Add +12.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.16% | 174,672 | $4.5M | Reduce -5.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 15,808 | $4.4M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 74,331 | $4.4M | Add +12.8% |
| NUE Nucor Corp. | 0.16% | 19,774 | $4.4M | Reduce -0.3% |
| RTX RTX Corp. | 0.15% | 22,445 | $4.3M | Add +0.0% |
| INDB Independent Bank Corp. | 0.15% | 49,800 | $4.2M | No change |
| VNLA Janus Henderson Short Durati | 0.15% | 85,218 | $4.2M | Reduce -3.5% |
| HD Home Depot Inc. | 0.15% | 11,662 | $4.1M | Add +1.7% |
| ABT Abbott Laboratories | 0.15% | 44,677 | $4.1M | Reduce -1.7% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.14% | 197,806 | $3.9M | Add +12.6% |
| EMR Emerson Electric Co. | 0.14% | 27,000 | $3.9M | Add +0.8% |
| MS Morgan Stanley | 0.14% | 18,351 | $3.8M | Reduce -1.6% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.14% | 176,332 | $3.8M | Add +15.8% |
| MA Mastercard Inc. Class A | 0.14% | 7,386 | $3.8M | Add +2.5% |
| LLY Eli Lilly & Co. | 0.14% | 3,121 | $3.7M | Reduce -7.5% |
| IBTI iShares Ibonds Dec 2028 Term | 0.13% | 165,757 | $3.7M | Add +18.7% |
| ICSH iShares Ultra Short Duration | 0.13% | 71,569 | $3.6M | Reduce -2.2% |
| IBTG iShares Ibonds Dec 2026 Term | 0.13% | 155,612 | $3.6M | Reduce -3.1% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.12% | 134,931 | $3.4M | Reduce -20.6% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.12% | 126,693 | $3.3M | Add +42.1% |
| XLK SS Technology Select Sector | 0.12% | 16,832 | $3.2M | Add +74.1% |
| IBTH iShares Ibonds Dec 2027 Term | 0.11% | 141,960 | $3.2M | Add +21.4% |
| DVY iShares Select Dividend ETF | 0.11% | 20,089 | $3.1M | Add +12.6% |
| GLW Corning Inc. | 0.11% | 11,495 | $2.9M | Add +10.7% |
| ILMN Illumina Inc. | 0.10% | 16,550 | $2.9M | Reduce -1.7% |
| EW Edwards Lifesciences Corp. | 0.10% | 31,092 | $2.8M | Add +0.0% |
| BND Vanguard Total Bond Market | 0.10% | 38,280 | $2.8M | New |
| MCD McDonald's Corp. | 0.10% | 10,348 | $2.8M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.10% | 21,744 | $2.7M | Reduce -13.3% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 16,694 | $2.6M | Add +0.0% |
| ITW Illinois Tool Works | 0.09% | 9,619 | $2.6M | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 0.09% | 25,832 | $2.6M | Add +86.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 30,628 | $2.5M | No change |
| SPG Simon Property Group Inc. | 0.09% | 10,786 | $2.4M | Add +1.7% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 6,363 | $2.4M | Reduce -90.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 7,456 | $2.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 3,058 | $2.3M | Add +21.0% |
| IVV iShares Core S&P 500 ETF | 0.08% | 2,949 | $2.2M | Reduce -9.1% |
| UNP Union Pacific Corp. | 0.08% | 8,106 | $2.2M | Add +5.6% |
| COP Conocophillips | 0.08% | 20,742 | $2.2M | Add +3.2% |
| BAC Bank of America Corp. | 0.08% | 36,836 | $2.1M | Reduce -3.4% |
| CL Colgate-Palmolive Co. | 0.07% | 22,514 | $2.1M | Reduce -3.1% |
| AMAT Applied Materials Inc. | 0.07% | 2,819 | $2.0M | Add +0.3% |
| EAT Brinker International Inc. | 0.07% | 12,036 | $2.0M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 28,184 | $2.0M | Add +8.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 2,609 | $2.0M | Add +1.2% |
| MRSH Marsh & McLennan Cos | 0.07% | 11,486 | $1.9M | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 0.07% | 4,661 | $1.9M | Reduce -3.1% |
| WPM Wheaton Precious Metals Corp. | 0.06% | 15,700 | $1.8M | Reduce -1.9% |
| IBTL iShares Ibonds Dec 2031 Term | 0.06% | 86,561 | $1.7M | Add +0.3% |
| SYY Sysco Corp. | 0.06% | 20,744 | $1.7M | Add +0.0% |
| EEM iShares MSCI Emerging Market | 0.06% | 24,236 | $1.7M | Reduce -34.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.06% | 32,644 | $1.6M | Reduce -50.9% |
| CTAS Cintas Corp. | 0.06% | 9,509 | $1.6M | No change |
| GEV GE Vernova Inc. | 0.06% | 1,325 | $1.6M | Reduce -91.6% |
| IBN Icici Bank Ltd.-Spon ADR | 0.06% | 52,809 | $1.5M | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.06% | 19,074 | $1.5M | Add +59.6% |
| IUSV iShares Core S&P U.S. Value | 0.05% | 13,624 | $1.5M | Add +1.1% |
| GILD Gilead Sciences Inc. | 0.05% | 11,420 | $1.4M | Add +0.4% |
| PAYX Paychex Inc. | 0.05% | 14,350 | $1.4M | Reduce -18.8% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 9,349 | $1.4M | Add +0.3% |
| MAS Masco Corp. | 0.05% | 16,774 | $1.4M | Add +0.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.05% | 4,534 | $1.4M | Add +7.1% |
| MU Micron Technology Inc. | 0.05% | 1,179 | $1.4M | Reduce -9.1% |
| SCI Service Corp. International | 0.05% | 17,814 | $1.4M | No change |
| FNV Franco-Nevada Corp. | 0.05% | 6,422 | $1.3M | No change |
| BX Blackstone Inc. | 0.05% | 11,366 | $1.3M | Reduce -84.2% |
| APD Air Products & Chemicals Inc. | 0.05% | 4,444 | $1.3M | Add +5.9% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 22,408 | $1.3M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.05% | 3,560 | $1.3M | Add +8.0% |
| HSY The Hershey Co. | 0.04% | 7,096 | $1.2M | No change |
| PFE Pfizer Inc. | 0.04% | 51,607 | $1.2M | Reduce -15.6% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 15,865 | $1.2M | No change |
| ADI Analog Devices Inc. | 0.04% | 2,823 | $1.1M | Add +10.4% |
| CI The Cigna Group | 0.04% | 3,991 | $1.1M | Reduce -13.0% |
| XLI SS Industrial Select Sector | 0.04% | 5,889 | $1.1M | New |
| FTNT Fortinet Inc. | 0.04% | 6,804 | $1.0M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.04% | 3,045 | $1.0M | Reduce -12.0% |
| CSX CSX Corp. | 0.04% | 21,619 | $1.0M | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 4,692 | $1.0M | No change |
| SHEL Shell PLC-ADR | 0.04% | 13,149 | $1.0M | No change |
| MMM 3M Co. | 0.04% | 6,262 | $1.0M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.04% | 11,395 | $1.0M | Add +10.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 1,977 | $982K | Add +0.1% |
| SOFI Sofi Technologies Inc. | 0.03% | 53,347 | $957K | No change |
| PSX Phillips 66 | 0.03% | 5,558 | $940K | Add +14.0% |
| BLK BlackRock Inc. | 0.03% | 976 | $938K | Add +16.2% |
| CPNG Coupang Inc. | 0.03% | 52,040 | $904K | No change |
| WM Waste Management Inc. | 0.03% | 4,054 | $904K | Reduce -1.3% |
| DE Deere & Co. | 0.03% | 1,402 | $892K | Add +0.1% |
| KLAC KLA Corp. | 0.03% | 2,881 | $869K | No change |
| SBUX Starbucks Corp. | 0.03% | 8,468 | $865K | Add +0.1% |
| MO Altria Group Inc. | 0.03% | 11,305 | $825K | Add +0.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.03% | 14,422 | $789K | Reduce -4.4% |
| LIN Linde PLC | 0.03% | 1,497 | $777K | Reduce -0.4% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 2,648 | $769K | No change |
| TXN Texas Instruments Inc. | 0.03% | 2,579 | $769K | Reduce -3.5% |
| AMD Advanced Micro Devices | 0.03% | 1,317 | $765K | Reduce -2.4% |
| MDY State Street SPDR S&P Midcap | 0.03% | 1,077 | $759K | No change |
| AXP American Express Co. | 0.03% | 2,243 | $759K | Add +1.7% |
| NSC Norfolk Southern Corp. | 0.03% | 2,278 | $717K | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 3,013 | $713K | Reduce -6.2% |
| EFX Equifax Inc. | 0.03% | 4,470 | $709K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 8,035 | $692K | New |
| YUM Yum! Brands Inc. | 0.02% | 4,226 | $676K | Reduce -0.0% |
| EBC Eastern Bankshares Inc. | 0.02% | 29,270 | $651K | Reduce -6.4% |
| CMI Cummins Inc. | 0.02% | 911 | $650K | Add +0.1% |
| CACI Caci International Inc. Class A | 0.02% | 1,400 | $649K | No change |
| Q Qnity Electronics Inc. | 0.02% | 3,895 | $636K | Add +8.1% |
| FDX FedEx Corp. | 0.02% | 2,011 | $632K | Reduce -0.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.02% | 311 | $619K | Reduce -13.6% |
| SHOP Shopify Inc. Class A | 0.02% | 5,405 | $617K | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.02% | 2,044 | $614K | No change |
| PM Philip Morris International | 0.02% | 3,354 | $612K | Reduce -0.8% |
| DRI Darden Restaurants Inc. | 0.02% | 2,951 | $608K | Reduce -13.2% |
| EFA iShares MSCI Eafe ETF | 0.02% | 5,781 | $601K | No change |
| WY Weyerhaeuser Co. | 0.02% | 24,658 | $590K | Reduce -16.3% |
| SCHD Schwab US DVD Equity ETF | 0.02% | 18,550 | $588K | Add +21.0% |
| CRM Salesforce Inc. | 0.02% | 3,723 | $585K | Add +0.2% |
| AZN Astrazeneca PLC | 0.02% | 2,930 | $556K | Reduce -2.3% |
| BDX Becton Dickinson and Co. | 0.02% | 3,616 | $547K | Reduce -0.7% |
| KMB Kimberly-Clark Corp. | 0.02% | 4,897 | $544K | Reduce -7.5% |
| AXSM Axsome Therapeutics Inc. | 0.02% | 2,220 | $543K | No change |
| LOW Lowe's Cos Inc. | 0.02% | 2,428 | $535K | Reduce -4.5% |
| SKE Skeena Resources Ltd. | 0.02% | 20,000 | $533K | No change |
| CTVA Corteva Inc. | 0.02% | 6,293 | $533K | Add +0.1% |
| CHD Church & Dwight Co. Inc. | 0.02% | 5,490 | $532K | Add +0.9% |
| VZ Verizon Communications Inc. | 0.02% | 12,472 | $528K | Add +0.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.02% | 11,600 | $528K | No change |
| TRV The Travelers Cos Inc. | 0.02% | 1,596 | $527K | Add +5.8% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 4,150 | $526K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 1,053 | $504K | Reduce -5.2% |
| VXF Vanguard Extended Market ETF | 0.02% | 1,991 | $490K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 4,965 | $482K | Add +0.3% |
| VDG Vanguard Devlpd Ex-US Growth | 0.02% | 5,840 | $475K | New |
| MCO Moody's Corp. | 0.02% | 1,046 | $474K | Add +0.1% |
| XLV SS Health Care Select Sector | 0.02% | 2,923 | $464K | Add +48.9% |
| UPS United Parcel Service Class B | 0.02% | 4,238 | $456K | Reduce -2.8% |
| FISV Fiserv Inc. | 0.02% | 9,008 | $442K | Reduce -14.9% |
| GIS General Mills Inc. | 0.02% | 12,655 | $440K | Reduce -9.9% |
| STT State Street Corp. | 0.02% | 2,511 | $426K | Add +0.0% |
| GDX Vaneck Gold Miners ETF | 0.01% | 5,446 | $411K | Reduce -0.4% |
| SHW The Sherwin-Williams Co. | 0.01% | 1,170 | $403K | Add +30.4% |
| DD Dupont DE Nemours Inc. | 0.01% | 2,959 | $401K | Add +4.3% |
| ROST Ross Stores Inc. | 0.01% | 1,880 | $400K | Reduce -0.8% |
| CNI Canadian Natl Railway Co. | 0.01% | 3,320 | $396K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.01% | 8,450 | $395K | No change |
| CARR Carrier Global Corp. | 0.01% | 5,250 | $385K | Add +30.6% |
| MKL Markel Group Inc. | 0.01% | 190 | $371K | Add +0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 2,437 | $371K | No change |
| IBMT iShares Ibonds Dec 2031 Muni | 0.01% | 14,360 | $370K | Add +46.5% |
| EBAY eBay Inc. | 0.01% | 3,300 | $369K | No change |
| HON Honeywell International Inc. | 0.01% | 1,633 | $366K | Reduce -0.4% |
| AGNC AGNC Investment Corp. | 0.01% | 32,768 | $361K | No change |
| HONA Honeywell Aerospace Inc. | 0.01% | 1,633 | $361K | Reduce -0.4% |
| AVY Avery Dennison Corp. | 0.01% | 2,212 | $359K | Add +1.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 1,152 | $353K | Reduce -2.0% |
| CBOE Cboe Global Markets Inc. | 0.01% | 1,449 | $352K | No change |
| STX Seagate Technology Holdings | 0.01% | 364 | $352K | New |
| UGI Ugi Corp. | 0.01% | 10,000 | $349K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 6,176 | $347K | Reduce -9.4% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 3,116 | $344K | Reduce -6.0% |
| QCOM Qualcomm Inc. | 0.01% | 1,851 | $342K | Add +0.1% |
| PWR Quanta Services Inc. | 0.01% | 469 | $338K | New |
| UVV Universal Corp. | 0.01% | 6,383 | $333K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 13,216 | $324K | Reduce -7.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.01% | 13,740 | $311K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 2,657 | $310K | Reduce -6.8% |
| UPRO Proshares Ultrapro S&P 500 | 0.01% | 2,174 | $308K | No change |
| NEO Neogenomics Inc. | 0.01% | 21,121 | $308K | Reduce -39.9% |
| BP BP PLC-Spons ADR | 0.01% | 8,323 | $308K | No change |
| DOV Dover Corp. | 0.01% | 1,341 | $301K | Reduce -2.1% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.01% | 4,316 | $296K | No change |
| FWONK Liberty Media Corp. Class C | 0.01% | 3,053 | $290K | No change |
| SO The Southern Co. | 0.01% | 2,891 | $277K | New |
| SRE Sempra | 0.01% | 2,849 | $266K | Add +0.1% |
| DMLP Dorchester Minerals LP | 0.01% | 10,257 | $259K | No change |
| AKAM Akamai Technologies Inc. | 0.01% | 2,150 | $254K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 3,523 | $252K | Add +6.0% |
| IWB iShares Russell 1000 ETF | 0.01% | 609 | $249K | No change |
| CRWV Coreweave Inc. Class A | 0.01% | 2,501 | $249K | New |
| ADBE Adobe Inc. | 0.01% | 1,163 | $238K | Reduce -34.0% |
| ALGN Align Technology Inc. | 0.01% | 1,397 | $236K | No change |
| BF.B Brown-Forman Corp. Class B | 0.01% | 8,750 | $235K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 1,630 | $232K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 650 | $224K | New |
| SLF Sun Life Financial Inc. | 0.01% | 2,783 | $218K | New |
| LRCX Lam Research Corp. | 0.01% | 501 | $217K | New |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.01% | 8,380 | $217K | New |
| XLY SS Consumer Disc Select Sect | 0.01% | 1,847 | $217K | New |
| DOC Healthpeak Properties Inc. | 0.01% | 10,000 | $214K | No change |
| RRC Range Resources Corp. | 0.01% | 5,700 | $212K | No change |
| NKE Nike Inc. Class B | 0.01% | 5,105 | $212K | Reduce -38.1% |
| MPC Marathon Petroleum Corp. | 0.01% | 794 | $203K | New |
| MDLZ Mondelez International Inc. Class A | 0.01% | 3,433 | $200K | New |
| VHI Valhi Inc. | 0.01% | 10,000 | $147K | No change |
| VZLA Vizsla Silver Corp. | 0.00% | 20,000 | $66K | No change |
| SNAP Snap Inc. Class A | 0.00% | 10,000 | $44K | New |