| MTZ Mastec Inc. | 9.86% | 739,869 | $91.1M | Reduce -25.6% |
| VERX Vertex Inc. Class A | 9.02% | 2,163,058 | $83.3M | Reduce -0.0% |
| AAPL Apple Inc. | 3.73% | 147,941 | $34.5M | Add +0.9% |
| IWB iShares Russell 1000 ETF | 3.00% | 88,021 | $27.7M | Reduce -0.0% |
| MSFT Microsoft Corp. | 2.67% | 57,266 | $24.6M | Add +7.4% |
| IVV iShares Core S&P 500 ETF | 2.65% | 42,464 | $24.5M | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 2.44% | 192,864 | $22.6M | Add +13.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.33% | 37,468 | $21.5M | Add +0.8% |
| META Meta Platforms Inc. Class A | 2.21% | 35,656 | $20.4M | Add +4.4% |
| IWR iShares Russell Mid-Cap ETF | 2.20% | 230,917 | $20.4M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 1.61% | 79,959 | $14.9M | Add +18.2% |
| GOOGL Alphabet Inc. Class A | 1.39% | 77,402 | $12.8M | Add +11.6% |
| XLK SS Technology Select Sector | 1.28% | 52,272 | $11.8M | Add +1.4% |
| NVDA Nvidia Corp. | 1.23% | 93,748 | $11.4M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.21% | 24,348 | $11.2M | Add +86.4% |
| VOO Vanguard S&P 500 ETF | 1.16% | 20,211 | $10.7M | Reduce -1.9% |
| JNJ Johnson & Johnson | 1.08% | 61,305 | $9.9M | Add +3.8% |
| BSY Bentley Systems Inc. Class B | 1.06% | 192,951 | $9.8M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 1.05% | 17,065 | $9.7M | Add +0.1% |
| OEF iShares S&P 100 ETF | 1.03% | 34,400 | $9.5M | Reduce -0.3% |
| UBER Uber Technologies Inc. | 0.93% | 114,813 | $8.6M | Reduce -0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.89% | 16,781 | $8.2M | Add +39.9% |
| DFAC Dimensional US Core Equity 2 | 0.89% | 238,363 | $8.2M | New |
| UNH Unitedhealth Group Inc. | 0.79% | 12,465 | $7.3M | Add +7.9% |
| LLY Eli Lilly & Co. | 0.74% | 7,681 | $6.8M | Add +7.6% |
| MRSH Marsh & McLennan Cos | 0.69% | 28,433 | $6.3M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.67% | 39,535 | $6.2M | Reduce -5.6% |
| MCD McDonald's Corp. | 0.63% | 18,996 | $5.8M | Add +4.4% |
| ACN Accenture PLC Class A | 0.61% | 15,864 | $5.6M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.57% | 25,095 | $5.3M | Add +3.5% |
| PEP Pepsico Inc. | 0.57% | 31,012 | $5.3M | Add +7.5% |
| GLD SPDR Gold Shares | 0.56% | 21,194 | $5.2M | Add +82.8% |
| FULT Fulton Financial Corp. | 0.55% | 281,104 | $5.1M | No change |
| MA Mastercard Inc. Class A | 0.55% | 10,248 | $5.1M | Add +13.4% |
| HD Home Depot Inc. | 0.54% | 12,324 | $5.0M | Add +6.5% |
| TSLA Tesla Inc. | 0.52% | 18,492 | $4.8M | Add +34.3% |
| IWF iShares Russell 1000 Growth | 0.49% | 11,989 | $4.5M | No change |
| PG The Procter & Gamble Co. | 0.47% | 25,040 | $4.3M | Add +10.2% |
| ABBV Abbvie Inc. | 0.47% | 21,897 | $4.3M | Add +10.2% |
| EFX Equifax Inc. | 0.46% | 14,456 | $4.2M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.45% | 35,685 | $4.2M | Add +20.2% |
| SYK Stryker Corp. | 0.43% | 11,042 | $4.0M | Add +3.3% |
| INTU Intuit Inc. | 0.43% | 6,333 | $3.9M | Add +4.0% |
| RBLX Roblox Corp. Class A | 0.42% | 87,277 | $3.9M | Reduce -6.6% |
| MELI MercadoLibre Inc. | 0.41% | 1,846 | $3.8M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 14,214 | $3.8M | Add +2.9% |
| ABT Abbott Laboratories | 0.40% | 32,670 | $3.7M | Add +4.9% |
| SDY SS SPDR S&P Dividend ETF | 0.39% | 25,231 | $3.6M | No change |
| COST Costco Wholesale Corp. | 0.37% | 3,895 | $3.5M | Add +3.5% |
| V Visa Inc. Class A | 0.37% | 12,457 | $3.4M | Add +24.3% |
| AVGO Broadcom Inc. | 0.37% | 19,570 | $3.4M | Reduce -6.4% |
| VXUS Vanguard Total Intl Stock | 0.36% | 51,981 | $3.4M | Reduce -0.3% |
| ZTS Zoetis Inc. | 0.36% | 16,954 | $3.3M | Add +13.7% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 25,748 | $3.3M | No change |
| ADP Automatic Data Processing | 0.35% | 11,587 | $3.2M | Add +6.4% |
| KO The Coca-Cola Co. | 0.34% | 43,025 | $3.1M | Reduce -5.3% |
| TXN Texas Instruments Inc. | 0.34% | 15,065 | $3.1M | Add +3.6% |
| PM Philip Morris International | 0.34% | 25,538 | $3.1M | Add +3.0% |
| APH Amphenol Corp. Class A | 0.33% | 46,683 | $3.0M | Reduce -6.2% |
| AMGN Amgen Inc. | 0.33% | 9,427 | $3.0M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 31,056 | $3.0M | Add +3.6% |
| CVX Chevron Corp. | 0.31% | 19,498 | $2.9M | Add +0.7% |
| KLAC KLA Corp. | 0.31% | 3,653 | $2.8M | Add +5.0% |
| EPD Enterprise Products Partners | 0.30% | 93,999 | $2.7M | Add +1.0% |
| NOW ServiceNow Inc. | 0.29% | 2,997 | $2.7M | Reduce -11.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.28% | 2,494 | $2.6M | Reduce -1.3% |
| AVAV Aerovironment Inc. | 0.28% | 12,767 | $2.6M | Reduce -5.0% |
| NKE Nike Inc. Class B | 0.28% | 28,678 | $2.5M | Reduce -4.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.27% | 9,433 | $2.5M | No change |
| NFLX Netflix Inc. | 0.26% | 3,445 | $2.4M | Add +11.7% |
| WM Waste Management Inc. | 0.26% | 11,522 | $2.4M | Add +4.5% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 28,504 | $2.4M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.25% | 20,519 | $2.3M | Reduce -2.6% |
| CYBR Cyberark Software Ltd./Israel | 0.25% | 7,842 | $2.3M | Reduce -8.2% |
| LOW Lowe's Cos Inc. | 0.24% | 8,196 | $2.2M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 27,751 | $2.2M | New |
| SCHD Schwab US DVD Equity ETF | 0.23% | 25,456 | $2.2M | Reduce -4.2% |
| ISRG Intuitive Surgical Inc. | 0.23% | 4,354 | $2.1M | Add +388.7% |
| BR Broadridge Financial Solutio | 0.23% | 9,798 | $2.1M | Add +1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 53,153 | $2.1M | Add +10.5% |
| NVR NVR Inc. | 0.23% | 214 | $2.1M | New |
| GSLC Goldman Activebeta US LC ETF | 0.22% | 18,136 | $2.1M | Reduce -0.8% |
| SBUX Starbucks Corp. | 0.22% | 20,698 | $2.0M | Reduce -20.6% |
| WMB Williams Cos Inc. | 0.22% | 43,746 | $2.0M | Add +8.4% |
| WMT Walmart Inc. | 0.21% | 24,551 | $2.0M | Add +0.1% |
| PNC PNC Financial Services Group | 0.21% | 10,269 | $1.9M | Add +6.4% |
| FISV Fiserv Inc. | 0.21% | 10,554 | $1.9M | Add +56.7% |
| ORCL Oracle Corp. | 0.20% | 11,052 | $1.9M | Add +13.9% |
| VRSK Verisk Analytics Inc. | 0.20% | 6,854 | $1.8M | Add +0.5% |
| CVLT Commvault Systems Inc. | 0.20% | 11,914 | $1.8M | Reduce -3.2% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 2,942 | $1.8M | Add +3.1% |
| SGOV iShares 0-3 Month Treasury B | 0.19% | 17,638 | $1.8M | New |
| IWM iShares Russell 2000 ETF | 0.19% | 7,831 | $1.7M | Add +0.0% |
| HCA HCA Healthcare Inc. | 0.19% | 4,251 | $1.7M | New |
| PFE Pfizer Inc. | 0.18% | 56,554 | $1.6M | Add +9.8% |
| COR Cencora Inc. | 0.18% | 7,259 | $1.6M | Add +0.4% |
| UPS United Parcel Service Class B | 0.17% | 11,782 | $1.6M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 9,236 | $1.6M | Add +5.5% |
| CI The Cigna Group | 0.17% | 4,587 | $1.6M | Add +588.7% |
| BX Blackstone Inc. | 0.17% | 10,377 | $1.6M | Reduce -5.8% |
| MCHP Microchip Technology Inc. | 0.17% | 19,667 | $1.6M | Reduce -5.7% |
| VZ Verizon Communications Inc. | 0.17% | 34,781 | $1.6M | Add +82.1% |
| T AT&T Inc. | 0.17% | 70,513 | $1.6M | Add +192.8% |
| IEMG iShares Core MSCI Emerging | 0.17% | 26,853 | $1.5M | New |
| MEDP Medpace Holdings Inc. | 0.17% | 4,592 | $1.5M | Reduce -3.3% |
| MDLZ Mondelez International Inc. Class A | 0.17% | 20,706 | $1.5M | Add +11.8% |
| ROST Ross Stores Inc. | 0.16% | 10,050 | $1.5M | Reduce -0.7% |
| CPRT Copart Inc. | 0.16% | 28,731 | $1.5M | Add +198.7% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 15,552 | $1.5M | No change |
| APD Air Products & Chemicals Inc. | 0.16% | 4,991 | $1.5M | Add +6.6% |
| GWRE Guidewire Software Inc. | 0.16% | 8,118 | $1.5M | Reduce -2.5% |
| XLV SS Health Care Select Sector | 0.16% | 9,579 | $1.5M | Add +12.1% |
| MANH Manhattan Associates Inc. | 0.16% | 5,238 | $1.5M | Reduce -21.7% |
| SHW The Sherwin-Williams Co. | 0.16% | 3,773 | $1.4M | Add +2.9% |
| USB US Bancorp | 0.15% | 31,306 | $1.4M | Add +0.3% |
| SYY Sysco Corp. | 0.15% | 18,258 | $1.4M | Add +7.4% |
| STZ Constellation Brands Inc. Class A | 0.15% | 5,420 | $1.4M | Add +98.2% |
| DHR Danaher Corp. | 0.15% | 4,986 | $1.4M | Add +0.5% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 10,867 | $1.4M | No change |
| AXP American Express Co. | 0.15% | 5,026 | $1.4M | Add +1.0% |
| CMCSA Comcast Corp. Class A | 0.15% | 32,155 | $1.3M | Add +10.2% |
| NSC Norfolk Southern Corp. | 0.15% | 5,399 | $1.3M | Add +1.7% |
| RBC RBC Bearings Inc. | 0.14% | 4,392 | $1.3M | Reduce -3.1% |
| IVE iShares S&P 500 Value ETF | 0.14% | 6,482 | $1.3M | No change |
| CRM Salesforce Inc. | 0.14% | 4,659 | $1.3M | Add +17.6% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 20,369 | $1.3M | Add +2.7% |
| MDT Medtronic PLC | 0.13% | 13,681 | $1.2M | Add +5.0% |
| ET Energy Transfer LP | 0.13% | 76,538 | $1.2M | No change |
| NEE Nextera Energy Inc. | 0.13% | 14,418 | $1.2M | Add +31.6% |
| CAT Caterpillar Inc. | 0.13% | 3,115 | $1.2M | Add +15.0% |
| BABA Alibaba Group Holding-SP ADR | 0.13% | 11,037 | $1.2M | Add +1.9% |
| ACGL Arch Capital Group Ltd. | 0.13% | 10,403 | $1.2M | New |
| FTNT Fortinet Inc. | 0.12% | 14,840 | $1.2M | Reduce -36.5% |
| BND Vanguard Total Bond Market | 0.12% | 15,152 | $1.1M | Add +139.4% |
| RMD Resmed Inc. | 0.12% | 4,659 | $1.1M | Reduce -9.2% |
| CNO Cno Financial Group Inc. | 0.12% | 32,282 | $1.1M | No change |
| GE General Electric filed as GE AEROSPACE | 0.12% | 5,993 | $1.1M | Add +7.0% |
| FDS Factset Research Systems Inc. | 0.12% | 2,442 | $1.1M | Add +2.7% |
| NICE Nice Ltd. - Spon ADR | 0.12% | 6,420 | $1.1M | Reduce -3.9% |
| EMR Emerson Electric Co. | 0.12% | 9,809 | $1.1M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 4,490 | $1.1M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 8,745 | $1.0M | Add +10.6% |
| HON Honeywell International Inc. | 0.11% | 4,968 | $1.0M | Add +3.5% |
| TECH Bio-Techne Corp. | 0.11% | 12,781 | $1.0M | Reduce -3.7% |
| QLYS Qualys Inc. | 0.11% | 7,943 | $1.0M | Reduce -4.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.11% | 15,000 | $1.0M | No change |
| CMPR Cimpress PLC | 0.11% | 11,903 | $975K | No change |
| IDXX Idexx Laboratories Inc. | 0.10% | 1,917 | $969K | Reduce -30.1% |
| PFS Provident Financial Services | 0.10% | 51,668 | $959K | No change |
| SPOT Spotify Technology SA | 0.10% | 2,597 | $957K | Add +0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,487 | $955K | No change |
| CSGP Costar Group Inc. | 0.10% | 12,634 | $953K | Reduce -2.0% |
| GCOR Goldman Sachs Access US Agg | 0.10% | 22,419 | $953K | No change |
| AMAT Applied Materials Inc. | 0.10% | 4,703 | $950K | Add +111.0% |
| EQIX Equinix Inc. | 0.10% | 1,068 | $948K | Add +2.4% |
| CGNT Cognyte Software Ltd. | 0.10% | 139,051 | $944K | Reduce -3.3% |
| STT State Street Corp. | 0.10% | 10,614 | $939K | Reduce -3.2% |
| ADBE Adobe Inc. | 0.10% | 1,812 | $938K | Add +16.8% |
| SNPS Synopsys Inc. | 0.10% | 1,847 | $935K | Reduce -5.0% |
| CME Cme Group Inc. | 0.10% | 4,216 | $930K | Add +45.6% |
| BALL Ball Corp. | 0.10% | 13,681 | $929K | Reduce -3.1% |
| MORN Morningstar Inc. | 0.10% | 2,910 | $929K | Reduce -3.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.10% | 12,870 | $923K | New |
| KDP Keurig Dr Pepper Inc. | 0.10% | 24,434 | $916K | Add +54.3% |
| QCOM Qualcomm Inc. | 0.10% | 5,381 | $915K | Reduce -37.3% |
| GS Goldman Sachs Group Inc. | 0.10% | 1,832 | $907K | Reduce -8.1% |
| AMD Advanced Micro Devices | 0.10% | 5,524 | $906K | Add +6.7% |
| VGT Vanguard Info Tech ETF | 0.10% | 1,528 | $898K | Reduce -14.0% |
| PGR Progressive Corp. | 0.10% | 3,525 | $894K | Add +103.0% |
| APP AppLovin Corp. Class A | 0.10% | 6,838 | $893K | Reduce -17.4% |
| ETN Eaton Corp. PLC | 0.10% | 2,684 | $890K | Add +22.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 4,022 | $889K | Add +3.4% |
| MCO Moody's Corp. | 0.09% | 1,845 | $876K | Add +2.2% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.09% | 4,937 | $872K | Reduce -1.5% |
| NJR New Jersey Resources Corp. | 0.09% | 17,884 | $852K | No change |
| AMP Ameriprise Financial Inc. | 0.09% | 1,793 | $842K | Add +3.0% |
| DE Deere & Co. | 0.09% | 2,014 | $841K | Add +5.1% |
| DLR Digital Realty Trust Inc. | 0.09% | 5,184 | $839K | Add +2.4% |
| JGRW Jensen Quality Growth ETF | 0.09% | 31,487 | $836K | New |
| GIL Gildan Activewear Inc. | 0.09% | 17,741 | $836K | Add +2.2% |
| RGA Reinsurance Group of America | 0.09% | 3,800 | $828K | Add +3.5% |
| DUK Duke Energy Corp. | 0.09% | 7,121 | $821K | Add +1.7% |
| RGEN Repligen Corp. | 0.09% | 5,514 | $821K | Reduce -3.8% |
| GSIE Goldman Sachs Activebeta Int | 0.09% | 22,328 | $813K | Reduce -5.5% |
| IWD iShares Russell 1000 Value E | 0.09% | 4,168 | $791K | Reduce -1.9% |
| WFC Wells Fargo & Co. | 0.09% | 13,987 | $790K | Add +14.1% |
| SCI Service Corp. International | 0.09% | 9,942 | $785K | Reduce -4.4% |
| WTM White Mountains Insurance GP | 0.08% | 450 | $763K | New |
| TW Tradeweb Markets Inc. Class A | 0.08% | 6,167 | $763K | Reduce -3.8% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.08% | 23,500 | $758K | New |
| VEEV Veeva Systems Inc. Class A | 0.08% | 3,613 | $758K | Reduce -2.0% |
| TOST Toast Inc. Class A | 0.08% | 26,540 | $751K | Add +1.5% |
| UNP Union Pacific Corp. | 0.08% | 3,041 | $750K | Add +21.9% |
| BA The Boeing Co. | 0.08% | 4,910 | $747K | Add +17.2% |
| RAMP Liveramp Holdings Inc. | 0.08% | 29,937 | $742K | Add +38.1% |
| SO The Southern Co. | 0.08% | 8,117 | $732K | Add +31.1% |
| AEP American Electric Power | 0.08% | 7,123 | $731K | Reduce -0.4% |
| NNE Nano Nuclear Energy Inc. | 0.08% | 50,000 | $721K | New |
| FICO Fair Isaac Corp. | 0.08% | 364 | $707K | New |
| STAA Staar Surgical Co. | 0.08% | 18,819 | $699K | Add +12.2% |
| CSCO Cisco Systems Inc. | 0.07% | 12,890 | $686K | Add +21.8% |
| RTX RTX Corp. | 0.07% | 5,655 | $685K | Add +10.0% |
| CGNX Cognex Corp. | 0.07% | 16,877 | $684K | Reduce -4.2% |
| GNTX Gentex Corp. | 0.07% | 22,898 | $680K | Reduce -3.9% |
| LIN Linde PLC | 0.07% | 1,414 | $674K | Add +11.5% |
| ICLR Icon PLC | 0.07% | 2,333 | $670K | New |
| BLKB Blackbaud Inc. | 0.07% | 7,911 | $670K | Reduce -3.8% |
| HIMS Hims & Hers Health Inc. | 0.07% | 36,196 | $667K | No change |
| PHR Phreesia Inc. | 0.07% | 29,010 | $661K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 5,622 | $661K | Add +11.4% |
| GPN Global Payments Inc. | 0.07% | 6,427 | $658K | Reduce -0.5% |
| ELV Elevance Health Inc. | 0.07% | 1,254 | $652K | Add +5.1% |
| NEOG Neogen Corp. | 0.07% | 38,558 | $648K | Add +38.6% |
| MSCI MSCI Inc. | 0.07% | 1,098 | $640K | Add +1.7% |
| KRNT Kornit Digital Ltd. | 0.07% | 24,645 | $637K | Reduce -3.9% |
| CDNS Cadence Design SYS Inc. | 0.07% | 2,332 | $632K | Add +142.4% |
| KTOS Kratos Defense & Security | 0.07% | 27,098 | $631K | Add +87.5% |
| ULTA Ulta Beauty Inc. | 0.07% | 1,614 | $628K | New |
| BTI British American Tob-SP ADR | 0.07% | 16,763 | $613K | New |
| HUBS HubSpot Inc. | 0.07% | 1,145 | $609K | Reduce -8.0% |
| STBA S & T Bancorp Inc. | 0.07% | 14,502 | $609K | No change |
| MS Morgan Stanley | 0.06% | 5,739 | $598K | Add +16.1% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 11,512 | $596K | Add +17.8% |
| ADI Analog Devices Inc. | 0.06% | 2,547 | $586K | Add +7.4% |
| DXCM Dexcom Inc. | 0.06% | 8,719 | $585K | Reduce -8.6% |
| KMB Kimberly-Clark Corp. | 0.06% | 4,041 | $580K | Add +1.5% |
| MKL Markel Group Inc. | 0.06% | 368 | $577K | New |
| BAX Baxter International Inc. | 0.06% | 14,890 | $566K | New |
| PANW Palo Alto Networks Inc. | 0.06% | 1,655 | $566K | Add +0.9% |
| AZPN Aspen Technology Inc. | 0.06% | 2,314 | $553K | Reduce -3.7% |
| SPSC SPS Commerce Inc. | 0.06% | 2,828 | $549K | Reduce -3.1% |
| EW Edwards Lifesciences Corp. | 0.06% | 8,318 | $549K | New |
| MU Micron Technology Inc. | 0.06% | 5,241 | $544K | Add +0.5% |
| CDW CDW Corp. | 0.06% | 2,395 | $542K | Add +2.8% |
| LMT Lockheed Martin Corp. | 0.06% | 917 | $536K | Add +32.9% |
| PAYC Paycom Software Inc. | 0.06% | 3,165 | $527K | Add +12.9% |
| AMT American Tower Corp. | 0.06% | 2,265 | $527K | Add +23.5% |
| EZU iShares MSCI Eurozone ETF | 0.06% | 9,996 | $522K | No change |
| KKR KKR & Co. Inc. | 0.06% | 3,951 | $516K | Add +7.9% |
| PEG Public Service Enterprise GP | 0.06% | 5,765 | $514K | Add +3.1% |
| CMS CMS Energy Corp. | 0.06% | 7,204 | $509K | New |
| CTVA Corteva Inc. | 0.05% | 8,593 | $505K | Add +0.9% |
| MO Altria Group Inc. | 0.05% | 9,675 | $494K | Reduce -11.7% |
| ORLY O'reilly Automotive Inc. | 0.05% | 422 | $486K | Add +76.6% |
| TMUS T-Mobile US Inc. | 0.05% | 2,336 | $482K | Add +31.8% |
| SCHW Schwab (charles) Corp. | 0.05% | 7,397 | $479K | Add +5.9% |
| ALL Allstate Corp. | 0.05% | 2,505 | $476K | New |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 4,008 | $470K | No change |
| ANSS Ansys Inc. | 0.05% | 1,432 | $456K | Reduce -24.7% |
| GM General Motors Co. | 0.05% | 10,060 | $451K | Add +34.4% |
| HBAN Huntington Bancshares Inc. | 0.05% | 30,244 | $449K | Add +1.6% |
| ZS Zscaler Inc. | 0.05% | 2,625 | $449K | Add +0.5% |
| GIGB Goldman Sachs Inv GRD Corp. | 0.05% | 9,279 | $439K | Add +11.2% |
| CVS CVS Health Corp. | 0.05% | 6,920 | $435K | Add +28.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 1,514 | $430K | No change |
| NDAQ Nasdaq Inc. | 0.05% | 5,818 | $425K | Add +24.3% |
| COP Conocophillips | 0.05% | 4,011 | $422K | Add +45.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 500 | $417K | New |
| CEG Constellation Energy | 0.04% | 1,597 | $415K | Add +4.3% |
| SPGI S&P Global Inc. | 0.04% | 799 | $413K | Add +13.5% |
| VGK Vanguard Ftse Europe ETF | 0.04% | 5,677 | $404K | No change |
| AFL Aflac Inc. | 0.04% | 3,607 | $403K | Reduce -1.1% |
| WDAY Workday Inc. Class A | 0.04% | 1,629 | $398K | Add +5.8% |
| PH Parker Hannifin Corp. | 0.04% | 617 | $390K | Add +47.3% |
| CBOE Cboe Global Markets Inc. | 0.04% | 1,875 | $384K | New |
| ICE Intercontinental Exchange Inc. | 0.04% | 2,368 | $380K | New |
| HSY The Hershey Co. | 0.04% | 1,975 | $379K | Add +14.5% |
| DD Dupont DE Nemours Inc. | 0.04% | 4,203 | $374K | Add +11.5% |
| VFC VF Corp. | 0.04% | 18,687 | $373K | Add +0.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.04% | 8,171 | $372K | Reduce -0.8% |
| ANET Arista Networks Inc. | 0.04% | 968 | $372K | Add +8.3% |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 1,860 | $370K | Add +0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 790 | $367K | Add +43.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 2,087 | $364K | No change |
| LEN Lennar Corp. Class A | 0.04% | 1,934 | $363K | Add +3.0% |
| PPL PPL Corp. | 0.04% | 10,831 | $361K | Add +19.5% |
| GEV GE Vernova Inc. | 0.04% | 1,414 | $361K | Add +14.2% |
| ENVA Enova International Inc. | 0.04% | 4,263 | $357K | No change |
| PLD Prologis Inc. | 0.04% | 2,777 | $351K | Add +41.1% |
| DHI D.R. Horton Inc. | 0.04% | 1,817 | $347K | Add +18.4% |
| CMI Cummins Inc. | 0.04% | 1,068 | $346K | Add +11.0% |
| CB Chubb Ltd. | 0.04% | 1,182 | $342K | Add +5.0% |
| CHTR Charter Communications Inc. Class A | 0.04% | 1,033 | $335K | Reduce -2.8% |
| TGT Target Corp. | 0.04% | 2,144 | $334K | Add +48.8% |
| FERG Ferguson Enterprises Inc. | 0.04% | 1,681 | $334K | Add +4.3% |
| CRNC Cerence Inc. | 0.04% | 104,270 | $328K | Reduce -3.8% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 1,832 | $328K | No change |
| AIG American International Group | 0.04% | 4,429 | $324K | New |
| BKNG Booking Holdings Inc. | 0.04% | 77 | $324K | Add +14.9% |
| IYM iShares U.S. Basic Materials | 0.03% | 2,138 | $321K | Add +0.4% |
| IGM iShares Expanded Tech Sector | 0.03% | 3,300 | $317K | No change |
| INTF iShares International Equity | 0.03% | 10,000 | $314K | New |
| REGN Regeneron Pharmaceuticals | 0.03% | 298 | $313K | Add +30.7% |
| AUPH Aurinia Pharmaceuticals Inc. | 0.03% | 42,500 | $312K | No change |
| CARR Carrier Global Corp. | 0.03% | 3,828 | $308K | Add +6.4% |
| DDOG Datadog Inc. Class A | 0.03% | 2,666 | $307K | Add +0.4% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 5,230 | $301K | Add +3.6% |
| URA Global X Uranium ETF | 0.03% | 10,438 | $299K | Reduce -47.6% |
| GEHC GE Healthcare Technology | 0.03% | 3,159 | $296K | Add +5.8% |
| PAYX Paychex Inc. | 0.03% | 2,168 | $291K | New |
| MMM 3M Co. | 0.03% | 2,120 | $290K | Reduce -13.3% |
| BAH Booz Allen Hamilton Holdings | 0.03% | 1,769 | $288K | Add +0.7% |
| O Realty Income Corp. | 0.03% | 4,531 | $287K | New |
| NUE Nucor Corp. | 0.03% | 1,878 | $282K | Add +1.7% |
| PRU Prudential Financial Inc. | 0.03% | 2,306 | $279K | Add +2.9% |
| MET Metlife Inc. | 0.03% | 3,372 | $278K | Add +5.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 1,551 | $276K | Reduce -0.6% |
| DFS Discover Financial Services | 0.03% | 1,954 | $274K | Add +2.2% |
| CL Colgate-Palmolive Co. | 0.03% | 2,609 | $271K | Add +5.7% |
| NCNO Ncino Inc. | 0.03% | 8,424 | $266K | New |
| MAR Marriott International Class A | 0.03% | 1,069 | $266K | Reduce -1.4% |
| AME Ametek Inc. | 0.03% | 1,529 | $263K | Add +5.0% |
| MPLX MPLX LP | 0.03% | 5,905 | $263K | No change |
| ITW Illinois Tool Works | 0.03% | 1,001 | $262K | New |
| ADSK Autodesk Inc. | 0.03% | 950 | $262K | New |
| OKE Oneok Inc. | 0.03% | 2,859 | $261K | New |
| DVY iShares Select Dividend ETF | 0.03% | 1,924 | $260K | No change |
| CCI Crown Castle Inc. | 0.03% | 2,181 | $259K | New |
| BSX Boston Scientific Corp. | 0.03% | 3,073 | $258K | Add +9.0% |
| IXC iShares Global Energy ETF | 0.03% | 6,351 | $257K | No change |
| FCX Freeport-McMoran Inc. | 0.03% | 5,110 | $255K | New |
| G Genpact Ltd. | 0.03% | 6,500 | $255K | New |
| SPG Simon Property Group Inc. | 0.03% | 1,506 | $255K | Add +7.2% |
| GIB Cgi Inc. | 0.03% | 2,200 | $253K | New |
| MRVL Marvell Technology Inc. | 0.03% | 3,512 | $253K | Add +9.0% |
| GILD Gilead Sciences Inc. | 0.03% | 2,994 | $251K | New |
| AZTA Azenta Inc. | 0.03% | 5,173 | $251K | Reduce -5.5% |
| SRE Sempra | 0.03% | 2,973 | $249K | New |
| C Citigroup Inc. | 0.03% | 3,963 | $248K | Add +2.0% |
| CAH Cardinal Health Inc. | 0.03% | 2,237 | $247K | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.03% | 2,919 | $244K | No change |
| HES Hess Corp. | 0.03% | 1,779 | $242K | Add +2.7% |
| RJF Raymond James Financial Inc. | 0.03% | 1,959 | $240K | Add +14.2% |
| AVY Avery Dennison Corp. | 0.03% | 1,071 | $236K | Reduce -7.6% |
| CFG Citizens Financial Group | 0.03% | 5,735 | $236K | Add +0.2% |
| GDXJ Vaneck Junior Gold Miners | 0.03% | 4,800 | $234K | New |
| TRV The Travelers Cos Inc. | 0.03% | 993 | $232K | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.03% | 4,053 | $232K | No change |
| MSI Motorola Solutions Inc. | 0.02% | 511 | $230K | New |
| KEY Keycorp | 0.02% | 13,691 | $229K | New |
| IWV iShares Russell 3000 ETF | 0.02% | 700 | $229K | Add +0.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 1,901 | $227K | New |
| BDX Becton Dickinson and Co. | 0.02% | 937 | $226K | New |
| CSX CSX Corp. | 0.02% | 6,523 | $225K | New |
| IXN iShares Global Tech ETF | 0.02% | 2,700 | $223K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 1,680 | $222K | No change |
| HPQ HP Inc. | 0.02% | 6,146 | $222K | New |
| VFH Vanguard Financials ETF | 0.02% | 2,005 | $221K | No change |
| VLO Valero Energy Corp. | 0.02% | 1,629 | $220K | New |
| WEX Wex Inc. | 0.02% | 1,048 | $220K | Reduce -12.4% |
| TT Trane Technologies PLC | 0.02% | 565 | $220K | New |
| FANG Diamondback Energy Inc. | 0.02% | 1,266 | $218K | New |
| VGLT Vanguard Long-Term Treasury | 0.02% | 3,539 | $218K | New |
| GD General Dynamics Corp. | 0.02% | 718 | $217K | New |
| MLM Martin Marietta Materials | 0.02% | 401 | $216K | New |
| KMI Kinder Morgan Inc. | 0.02% | 9,653 | $213K | New |
| GBDC Golub Capital BDC Inc. | 0.02% | 14,100 | $213K | No change |
| IYH iShares U.S. Healthcare ETF | 0.02% | 3,250 | $211K | New |
| MUB iShares National Muni Bond E | 0.02% | 1,940 | $211K | Reduce -14.8% |
| ARMK Aramark | 0.02% | 5,435 | $210K | New |
| PSX Phillips 66 | 0.02% | 1,597 | $210K | New |
| MPC Marathon Petroleum Corp. | 0.02% | 1,278 | $208K | Add +3.2% |
| IWO iShares Russell 2000 Growth | 0.02% | 727 | $206K | New |
| D Dominion Energy Inc. | 0.02% | 3,570 | $206K | New |
| AMLX Amylyx Pharmaceuticals Inc. | 0.02% | 50,000 | $162K | No change |
| WBD Warner Bros Discovery Inc. | 0.02% | 18,626 | $154K | Add +32.0% |
| BAK Braskem SA Class A- ADR | 0.02% | 20,413 | $150K | New |
| EC Ecopetrol SA-Sponsored ADR | 0.01% | 15,215 | $136K | New |
| VALE Vale SA-SP ADR | 0.01% | 11,254 | $131K | New |
| SSL Sasol Ltd.-Sponsored ADR | 0.01% | 19,142 | $129K | New |
| SEED Origin Agritech Ltd. | 0.01% | 41,542 | $126K | No change |
| SBSW Sibanye-Stillwater Ltd.-ADR | 0.01% | 29,663 | $122K | Add +196.6% |
| PETS Petmed Express Inc. | 0.01% | 23,800 | $88K | No change |
| SANG Sangoma Technologies Corp. | 0.01% | 10,000 | $55K | No change |
| EVLV Evolv Technologies Holdings | 0.00% | 10,670 | $43K | No change |
| VVR Invesco Senior Income Trust | 0.00% | 10,400 | $42K | No change |