| DGRO iShares Core Dividend Growth | 7.06% | 1,162,346 | $88.1M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 6.04% | 100,495 | $75.3M | Reduce -3.2% |
| AAPL Apple Inc. | 5.22% | 224,937 | $65.1M | Reduce -4.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.51% | 582,039 | $56.2M | Reduce -1.6% |
| AVGO Broadcom Inc. | 3.43% | 113,272 | $42.8M | Reduce -5.3% |
| MSFT Microsoft Corp. | 3.20% | 106,951 | $39.9M | Reduce -1.3% |
| DFAE Dimensional Emerging Core Eq | 3.14% | 973,037 | $39.1M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 2.51% | 87,502 | $31.3M | Reduce -3.9% |
| QQMNX Feder HRM MDT MRKT NTRL-Is | 2.45% | 1,393,304 | $30.6M | Add +10.3% |
| APHKX Artisan Intl Val-Inst | 2.37% | 491,986 | $29.5M | New |
| SCHD Schwab US DVD Equity ETF | 2.09% | 821,527 | $26.1M | Add +2.4% |
| DFAIX Dfa SHRT-Dur RL RTRN-Inst | 1.92% | 2,221,386 | $23.9M | Add +1.0% |
| VFLO Victoryshares Free Cash Flow | 1.89% | 516,246 | $23.6M | Add +8.9% |
| JPM JPMorgan Chase & Co. | 1.86% | 70,775 | $23.2M | Reduce -4.0% |
| GSIE Goldman Sachs Activebeta Int | 1.78% | 486,622 | $22.2M | Reduce -2.1% |
| KBWB Invesco KBW Bank ETF | 1.75% | 234,330 | $21.8M | Reduce -3.1% |
| IQLT iShares MSCI International Q | 1.72% | 432,942 | $21.5M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 1.65% | 174,674 | $20.5M | Reduce -5.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.63% | 102,554 | $20.3M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 1.42% | 74,530 | $17.8M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 30,390 | $15.2M | Reduce -2.7% |
| V Visa Inc. Class A | 1.19% | 43,361 | $14.9M | Reduce -1.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.08% | 153,015 | $13.4M | Add +0.7% |
| QDF NT Qual Div ETF | 1.07% | 148,475 | $13.4M | Reduce -1.9% |
| JQUA JPMorgan US Quality Factor | 0.99% | 170,884 | $12.4M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.95% | 81,128 | $11.9M | Reduce -1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.93% | 76,501 | $11.6M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.92% | 45,244 | $11.5M | Reduce -3.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.89% | 32,155 | $11.1M | Reduce -2.9% |
| GSLC Goldman Activebeta US LC ETF | 0.89% | 77,783 | $11.0M | Reduce -24.5% |
| HD Home Depot Inc. | 0.88% | 30,970 | $10.9M | Reduce -1.5% |
| KR Kroger Co. | 0.83% | 186,625 | $10.4M | Reduce -1.9% |
| TCAF T Rowe PRC Cap Appreciation | 0.79% | 240,897 | $9.9M | Reduce -0.0% |
| GUNR NT Mstar GLBL NR ETF | 0.76% | 192,311 | $9.5M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.74% | 71,938 | $9.2M | Reduce -2.0% |
| AMGN Amgen Inc. | 0.74% | 25,394 | $9.2M | Reduce -3.1% |
| TTE Totalenergies SE | 0.72% | 116,140 | $9.0M | Reduce -5.3% |
| GOOG Alphabet Inc. Class C | 0.68% | 24,105 | $8.5M | Reduce -16.1% |
| ETN Eaton Corp. PLC | 0.61% | 17,768 | $7.6M | Reduce -6.9% |
| CI The Cigna Group | 0.54% | 24,645 | $6.8M | New |
| VIG Vanguard Dividend Apprec ETF | 0.54% | 28,364 | $6.7M | Reduce -2.2% |
| LOW Lowe's Cos Inc. | 0.52% | 29,595 | $6.5M | Reduce -2.7% |
| NVDA Nvidia Corp. | 0.51% | 31,887 | $6.4M | Add +15.1% |
| MDT Medtronic PLC | 0.50% | 79,644 | $6.2M | Add +3.3% |
| XLK SS Technology Select Sector | 0.47% | 30,570 | $5.8M | Reduce -2.4% |
| AEP American Electric Power | 0.46% | 42,285 | $5.8M | Reduce -2.9% |
| WMT Walmart Inc. | 0.44% | 48,873 | $5.5M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.43% | 38,844 | $5.3M | Reduce -9.7% |
| CAT Caterpillar Inc. | 0.42% | 4,946 | $5.3M | Reduce -55.4% |
| AAUA Alpha Architect US Equ 3 ETF | 0.42% | 91,951 | $5.2M | No change |
| LLY Eli Lilly & Co. | 0.41% | 4,276 | $5.1M | Reduce -12.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 6,763 | $5.1M | Reduce -3.9% |
| EVRG Evergy Inc. | 0.36% | 52,478 | $4.5M | Reduce -4.2% |
| MAS Masco Corp. | 0.36% | 55,356 | $4.5M | Add +5.0% |
| HON Honeywell International Inc. | 0.35% | 19,612 | $4.4M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 15,590 | $4.4M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.35% | 181,271 | $4.4M | Reduce -0.7% |
| HONA Honeywell Aerospace Inc. | 0.35% | 19,612 | $4.3M | Reduce -1.6% |
| VGK Vanguard Ftse Europe ETF | 0.34% | 48,551 | $4.3M | Reduce -6.2% |
| ABBV Abbvie Inc. | 0.34% | 17,080 | $4.3M | Reduce -4.3% |
| NEE Nextera Energy Inc. | 0.33% | 46,931 | $4.1M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.33% | 15,089 | $4.1M | Reduce -0.2% |
| EOG EOG Resources Inc. | 0.33% | 31,597 | $4.1M | Reduce -0.6% |
| MET Metlife Inc. | 0.32% | 47,548 | $4.0M | Reduce -4.3% |
| T AT&T Inc. | 0.32% | 192,176 | $4.0M | Reduce -2.9% |
| REGN Regeneron Pharmaceuticals | 0.31% | 6,290 | $3.9M | Add +1.0% |
| AMAT Applied Materials Inc. | 0.31% | 5,313 | $3.8M | Reduce -13.4% |
| GQGU GQG US Equity ETF | 0.30% | 145,775 | $3.7M | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.29% | 43,914 | $3.6M | Reduce -7.5% |
| XLF SS Financial Select Sector | 0.28% | 65,398 | $3.5M | Reduce -4.3% |
| AAEQ Alpha Architct US Eqty 2 ETF | 0.28% | 65,131 | $3.5M | Reduce -2.1% |
| SUSA iShares ESG Optimized MSCI U | 0.27% | 22,096 | $3.4M | Reduce -6.6% |
| KO The Coca-Cola Co. | 0.27% | 41,700 | $3.4M | Add +128.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 9,064 | $3.4M | Reduce -2.9% |
| NOW ServiceNow Inc. | 0.27% | 33,585 | $3.3M | New |
| VPL Vanguard Ftse Pacific ETF | 0.26% | 28,347 | $3.3M | Reduce -5.4% |
| VIS Vanguard Industrials ETF | 0.25% | 8,795 | $3.2M | Reduce -2.8% |
| ADBE Adobe Inc. | 0.23% | 13,904 | $2.9M | Reduce -6.8% |
| LECO Lincoln Electric Holdings | 0.23% | 10,654 | $2.8M | Reduce -6.1% |
| INTC Intel Corp. | 0.22% | 19,218 | $2.7M | Add +0.1% |
| LIN Linde PLC | 0.21% | 5,127 | $2.7M | Reduce -0.7% |
| RTX RTX Corp. | 0.20% | 13,361 | $2.5M | Reduce -2.4% |
| MA Mastercard Inc. Class A | 0.20% | 4,928 | $2.5M | Reduce -3.3% |
| GSK GSK PLC-Spon ADR | 0.20% | 48,213 | $2.5M | Reduce -3.5% |
| EMR Emerson Electric Co. | 0.20% | 17,478 | $2.5M | Reduce -7.3% |
| COR Cencora Inc. | 0.20% | 8,754 | $2.5M | Reduce -0.2% |
| TT Trane Technologies PLC | 0.20% | 5,029 | $2.5M | Add +0.1% |
| ACN Accenture PLC Class A | 0.19% | 19,332 | $2.4M | Add +1.8% |
| AIG American International Group | 0.18% | 29,827 | $2.2M | Reduce -1.7% |
| SNDK Sandisk Corp. | 0.18% | 970 | $2.2M | New |
| PEP Pepsico Inc. | 0.17% | 15,821 | $2.1M | Reduce -6.4% |
| EXC Exelon Corp. | 0.17% | 45,162 | $2.1M | Reduce -2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 2,817 | $2.1M | Add +4.9% |
| IWV iShares Russell 3000 ETF | 0.16% | 4,806 | $2.0M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.16% | 12,487 | $2.0M | Reduce -15.8% |
| MUB iShares National Muni Bond E | 0.15% | 17,719 | $1.9M | Reduce -92.6% |
| XLP SS Consumer Staples Sel Sect | 0.14% | 20,845 | $1.7M | Reduce -2.2% |
| MU Micron Technology Inc. | 0.14% | 1,493 | $1.7M | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.14% | 33,721 | $1.7M | Add +1.4% |
| CVX Chevron Corp. | 0.13% | 10,083 | $1.7M | Reduce -1.7% |
| ADP Automatic Data Processing | 0.13% | 7,326 | $1.6M | Reduce -3.9% |
| ORCL Oracle Corp. | 0.13% | 10,959 | $1.6M | Reduce -25.6% |
| AXP American Express Co. | 0.13% | 4,659 | $1.6M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 0.12% | 3,717 | $1.5M | Reduce -78.6% |
| MRSH Marsh & McLennan Cos | 0.12% | 9,210 | $1.5M | Add +3.6% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.12% | 38,275 | $1.5M | Reduce -1.8% |
| XLY SS Consumer Disc Select Sect | 0.12% | 13,019 | $1.5M | Add +2.4% |
| UTHR United Therapeutics Corp. | 0.12% | 2,745 | $1.5M | Reduce -2.7% |
| EW Edwards Lifesciences Corp. | 0.12% | 16,218 | $1.5M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 18,929 | $1.5M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 0.12% | 11,608 | $1.4M | No change |
| COST Costco Wholesale Corp. | 0.12% | 1,534 | $1.4M | Reduce -3.5% |
| VGT Vanguard Info Tech ETF | 0.11% | 11,760 | $1.4M | Reduce -4.9% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 9,196 | $1.4M | Reduce -9.3% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 2,734 | $1.4M | Add +0.3% |
| GLW Corning Inc. | 0.11% | 5,159 | $1.3M | Add +49.8% |
| MMM 3M Co. | 0.10% | 8,072 | $1.3M | Add +0.1% |
| ABT Abbott Laboratories | 0.10% | 14,324 | $1.3M | Reduce -3.2% |
| AMD Advanced Micro Devices | 0.10% | 2,225 | $1.3M | Add +35.3% |
| FAN First Trust Global Wind Ener | 0.10% | 48,361 | $1.2M | Reduce -4.9% |
| EFA iShares MSCI Eafe ETF | 0.09% | 11,229 | $1.2M | Reduce -8.2% |
| AAUS Alpha Architect US Eqy ETF | 0.09% | 19,277 | $1.2M | No change |
| XLV SS Health Care Select Sector | 0.09% | 7,134 | $1.1M | Add +6.4% |
| DHR Danaher Corp. | 0.09% | 5,565 | $1.1M | Reduce -11.1% |
| ITW Illinois Tool Works | 0.08% | 3,774 | $1.0M | Reduce -0.3% |
| ADI Analog Devices Inc. | 0.08% | 2,544 | $1.0M | Reduce -8.4% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 17,142 | $988K | Reduce -0.6% |
| VTIP Vanguard Short-Term Tips | 0.08% | 19,626 | $986K | No change |
| GE General Electric filed as GE AEROSPACE | 0.08% | 2,603 | $973K | Add +0.0% |
| PGSLX Principal Global Listed Infr | 0.08% | 73,696 | $942K | Reduce -2.3% |
| INTU Intuit Inc. | 0.07% | 3,569 | $932K | Reduce -1.5% |
| AMT American Tower Corp. | 0.07% | 5,497 | $899K | Add +0.0% |
| KLAC KLA Corp. | 0.07% | 2,975 | $898K | Add +0.8% |
| MCD McDonald's Corp. | 0.07% | 3,234 | $874K | Reduce -16.4% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 5,811 | $862K | Add +8.7% |
| BLK BlackRock Inc. | 0.07% | 876 | $842K | Add +0.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 5,584 | $795K | No change |
| AGG iShares Core U.S. Aggregate | 0.06% | 7,878 | $780K | Add +145.7% |
| CSX CSX Corp. | 0.06% | 16,287 | $774K | Add +0.2% |
| MS Morgan Stanley | 0.06% | 3,613 | $755K | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $749K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 371 | $738K | Add +2.5% |
| GLD SPDR Gold Shares | 0.06% | 1,987 | $732K | Reduce -2.6% |
| ED Consolidated Edison Inc. | 0.06% | 6,591 | $729K | Add +0.3% |
| FITB Fifth Third Bancorp | 0.06% | 12,817 | $722K | Reduce -1.5% |
| CARR Carrier Global Corp. | 0.06% | 9,594 | $704K | Add +0.0% |
| TRV The Travelers Cos Inc. | 0.06% | 2,101 | $694K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.06% | 1,219 | $687K | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 9,586 | $683K | Reduce -5.5% |
| PM Philip Morris International | 0.05% | 3,760 | $680K | Add +0.4% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 4,249 | $671K | Reduce -2.3% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 3,090 | $657K | No change |
| DE Deere & Co. | 0.05% | 1,018 | $646K | Reduce -1.1% |
| KMB Kimberly-Clark Corp. | 0.05% | 5,846 | $642K | Reduce -14.6% |
| TSLA Tesla Inc. | 0.05% | 1,504 | $633K | Add +126.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.05% | 5,794 | $632K | Add +0.2% |
| DVY iShares Select Dividend ETF | 0.05% | 4,009 | $627K | Reduce -5.9% |
| BAC Bank of America Corp. | 0.05% | 10,550 | $601K | Add +1.3% |
| SYK Stryker Corp. | 0.05% | 1,814 | $571K | Reduce -2.8% |
| AUB Atlantic Union Bankshares Co. | 0.05% | 13,478 | $570K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,153 | $551K | New |
| IWM iShares Russell 2000 ETF | 0.04% | 1,829 | $550K | Add +30.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 5,684 | $548K | Add +16.6% |
| AEE Ameren Corporation | 0.04% | 4,738 | $536K | Reduce -1.3% |
| STX Seagate Technology Holdings | 0.04% | 554 | $535K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 1,715 | $525K | Reduce -2.1% |
| XLI SS Industrial Select Sector | 0.04% | 2,680 | $496K | Reduce -0.4% |
| VLO Valero Energy Corp. | 0.04% | 1,895 | $494K | Add +2.2% |
| QUAL iShares MSCI USA Quality Fac | 0.04% | 2,241 | $492K | Reduce -1.3% |
| GEV GE Vernova Inc. | 0.04% | 416 | $489K | Add +0.2% |
| HSY The Hershey Co. | 0.04% | 2,767 | $485K | Reduce -0.1% |
| SCHW Schwab (charles) Corp. | 0.04% | 5,240 | $483K | Reduce -15.8% |
| QDEF NT Qual Div Def ETF | 0.04% | 5,503 | $479K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 5,352 | $461K | Add +7.1% |
| VOO Vanguard S&P 500 ETF | 0.04% | 666 | $457K | Add +2.3% |
| LITE Lumentum Holdings Inc. | 0.04% | 531 | $456K | New |
| WM Waste Management Inc. | 0.04% | 2,018 | $450K | Add +2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 4,633 | $446K | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.04% | 1,794 | $442K | Add +0.3% |
| BNY Bank of New York Mellon Corp. | 0.03% | 2,965 | $429K | Add +0.3% |
| PPL PPL Corp. | 0.03% | 11,664 | $424K | Reduce -0.3% |
| SOLS Solstice Adv Materials Inc. | 0.03% | 4,769 | $423K | Reduce -22.2% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 3,828 | $422K | Add +50.5% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 1,261 | $422K | Reduce -17.5% |
| CAC Camden National Corp. | 0.03% | 7,660 | $415K | No change |
| ATO Atmos Energy Corp. | 0.03% | 2,389 | $412K | Reduce -11.0% |
| VZ Verizon Communications Inc. | 0.03% | 9,608 | $407K | Reduce -2.7% |
| LRGF iShares US Equity Factor ETF | 0.03% | 5,304 | $401K | Add +3.0% |
| MDY State Street SPDR S&P Midcap | 0.03% | 569 | $400K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 3,094 | $385K | Reduce -4.5% |
| YUM Yum! Brands Inc. | 0.03% | 2,371 | $379K | Add +0.0% |
| IWD iShares Russell 1000 Value E | 0.03% | 1,562 | $379K | Reduce -1.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.03% | 14,923 | $377K | No change |
| SHEL Shell PLC-ADR | 0.03% | 4,843 | $376K | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.03% | 15,453 | $358K | Add +0.9% |
| NKE Nike Inc. Class B | 0.03% | 8,494 | $349K | Reduce -18.1% |
| TTEK Tetra Tech Inc. | 0.03% | 12,035 | $348K | Reduce -20.1% |
| MRVL Marvell Technology Inc. | 0.03% | 1,162 | $346K | New |
| CMF iShares California Muni Bond | 0.03% | 6,000 | $346K | No change |
| ECL Ecolab Inc. | 0.03% | 1,231 | $343K | Add +0.6% |
| AZO AutoZone Inc. | 0.03% | 107 | $342K | No change |
| SBUX Starbucks Corp. | 0.03% | 3,284 | $336K | Reduce -8.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 1,530 | $333K | Add +2.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.03% | 13,640 | $330K | No change |
| LRCX Lam Research Corp. | 0.03% | 755 | $327K | New |
| TXN Texas Instruments Inc. | 0.03% | 1,081 | $322K | Add +3.6% |
| AMP Ameriprise Financial Inc. | 0.03% | 692 | $317K | Add +2.8% |
| COHR Coherent Corp. | 0.03% | 804 | $317K | New |
| PHO Invesco Water Resources ETF | 0.03% | 4,532 | $313K | Reduce -0.2% |
| GS Goldman Sachs Group Inc. | 0.02% | 303 | $306K | Reduce -23.5% |
| ROP Roper Technologies Inc. | 0.02% | 904 | $306K | Reduce -0.6% |
| ALAB Astera Labs Inc. | 0.02% | 633 | $306K | New |
| IVW iShares S&P 500 Growth ETF | 0.02% | 2,189 | $301K | Add +3.8% |
| HWM Howmet Aerospace Inc. | 0.02% | 1,102 | $296K | Reduce -11.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.02% | 1,784 | $288K | New |
| EPD Enterprise Products Partners | 0.02% | 7,820 | $287K | Reduce -2.0% |
| TSEM Tower Semiconductor Ltd. | 0.02% | 1,095 | $285K | New |
| USIG iShares Broad Usd Investment | 0.02% | 5,555 | $285K | Add +10.6% |
| PEG Public Service Enterprise GP | 0.02% | 3,439 | $279K | Reduce -5.1% |
| TGT Target Corp. | 0.02% | 2,112 | $276K | Reduce -89.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 360 | $275K | New |
| NBIS Nebius Group NV | 0.02% | 982 | $271K | New |
| AAOI Applied Optoelectronics Inc. | 0.02% | 1,821 | $270K | New |
| TAN Invesco Solar ETF | 0.02% | 4,491 | $266K | No change |
| PPG PPG Industries Inc. | 0.02% | 2,188 | $265K | Add +0.1% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 4,408 | $255K | Add +5.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.02% | 10,510 | $255K | No change |
| CL Colgate-Palmolive Co. | 0.02% | 2,726 | $250K | Add +4.4% |
| IDXX Idexx Laboratories Inc. | 0.02% | 474 | $250K | Reduce -28.3% |
| FBND Fidelity Total Bond ETF | 0.02% | 5,450 | $248K | New |
| SYY Sysco Corp. | 0.02% | 2,966 | $248K | Add +0.1% |
| PHYS Sprott Physical Gold Trust | 0.02% | 8,124 | $245K | Reduce -0.8% |
| IAU iShares Gold Trust | 0.02% | 3,171 | $239K | No change |
| NDAQ Nasdaq Inc. | 0.02% | 3,018 | $238K | Reduce -7.8% |
| AZN Astrazeneca PLC | 0.02% | 1,229 | $233K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 468 | $232K | Add +2.4% |
| STT State Street Corp. | 0.02% | 1,365 | $232K | New |
| ISRG Intuitive Surgical Inc. | 0.02% | 582 | $231K | Reduce -11.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 950 | $231K | No change |
| IR Ingersoll-Rand Inc. | 0.02% | 2,808 | $230K | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 0.02% | 2,369 | $228K | No change |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,423 | $223K | Add +0.4% |
| CW Curtiss-Wright Corp. | 0.02% | 292 | $221K | Reduce -4.3% |
| BALL Ball Corp. | 0.02% | 3,498 | $218K | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 8,799 | $216K | Reduce -57.3% |
| BKNG Booking Holdings Inc. | 0.02% | 1,195 | $213K | Reduce -0.4% |
| WTS Watts Water Technologies-A | 0.02% | 538 | $211K | New |
| CRDO Credo Technology Group Holdi | 0.02% | 851 | $209K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.02% | 2,360 | $207K | New |
| FLGB Franklin Ftse United Kingdom | 0.02% | 5,858 | $207K | Reduce -1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 4,092 | $206K | New |
| EBC Eastern Bankshares Inc. | 0.02% | 9,141 | $203K | New |
| HBAN Huntington Bancshares Inc. | 0.02% | 10,908 | $193K | Reduce -0.7% |
| CPNG Coupang Inc. | 0.02% | 11,052 | $192K | Reduce -22.0% |
| OGVXX JPMorgan US Govt MMKT-Cap | 0.00% | 49,767 | $50K | New |