| IVV iShares Core S&P 500 ETF | 8.55% | 113,775 | $52.0M | Reduce -3.0% |
| MSFT Microsoft Corp. | 3.18% | 43,262 | $19.3M | Reduce -1.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.06% | 290,706 | $18.6M | Reduce -4.6% |
| AAPL Apple Inc. | 3.00% | 91,254 | $18.2M | Reduce -5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.99% | 22,267 | $12.1M | Reduce -0.2% |
| QUAL iShares MSCI USA Quality Fac | 1.92% | 68,494 | $11.7M | Add +9.5% |
| IJH iShares Core S&P Midcap ETF | 1.80% | 186,902 | $10.9M | Reduce -2.2% |
| IVW iShares S&P 500 Growth ETF | 1.76% | 115,602 | $10.7M | Add +40.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.44% | 193,834 | $8.8M | Reduce -1.9% |
| W Wayfair Inc. Class A | 1.41% | 162,548 | $8.6M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 20,577 | $8.4M | Add +0.3% |
| NVDA Nvidia Corp. | 1.29% | 63,582 | $7.9M | Add +1.3% |
| BND Vanguard Total Bond Market | 1.26% | 106,218 | $7.7M | Reduce -17.8% |
| SCHZ Schwab US Aggregate Bond ETF | 1.24% | 165,124 | $7.5M | Add +30.9% |
| MUB iShares National Muni Bond E | 1.18% | 67,222 | $7.2M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.17% | 38,965 | $7.1M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 1.12% | 81,217 | $6.8M | Reduce -6.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.08% | 139,466 | $6.5M | Add +22.8% |
| KVYO Klaviyo Inc. Class A | 1.00% | 243,448 | $6.1M | No change |
| IJR iShares Core S&P Small-Cap E | 0.99% | 56,575 | $6.0M | Reduce -6.4% |
| AMZN Amazon.com Inc. | 0.99% | 32,168 | $6.0M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.99% | 82,590 | $6.0M | Add +0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.96% | 57,248 | $5.9M | Add +59.6% |
| MATV Mativ Holdings Inc. | 0.95% | 340,300 | $5.8M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 20,654 | $5.5M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.89% | 109,707 | $5.4M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.88% | 29,149 | $5.3M | Add +7.7% |
| MDY State Street SPDR S&P Midcap | 0.87% | 9,882 | $5.3M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.86% | 97,552 | $5.2M | Add +29.6% |
| OEF iShares S&P 100 ETF | 0.82% | 18,848 | $5.0M | Reduce -2.6% |
| IVE iShares S&P 500 Value ETF | 0.80% | 26,725 | $4.9M | Add +8.9% |
| SUB iShares Short-Term National | 0.79% | 46,178 | $4.8M | Reduce -5.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.79% | 95,698 | $4.8M | Add +6.5% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.77% | 102,033 | $4.7M | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.76% | 59,557 | $4.6M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.71% | 2,700 | $4.3M | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.68% | 35,959 | $4.1M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.64% | 19,118 | $3.9M | Reduce -4.9% |
| MS Morgan Stanley | 0.62% | 38,922 | $3.8M | Reduce -1.5% |
| HON Honeywell International Inc. | 0.61% | 17,401 | $3.7M | Reduce -14.5% |
| IYW iShares Ustechnology ETF | 0.61% | 24,653 | $3.7M | Add +4.7% |
| META Meta Platforms Inc. Class A | 0.57% | 6,849 | $3.5M | Add +1.6% |
| VT Vanguard Tot World STK ETF | 0.57% | 30,509 | $3.4M | Reduce -0.0% |
| MBB iShares MBS ETF | 0.54% | 36,010 | $3.3M | Add +20.8% |
| MRK Merck & Co. Inc. | 0.54% | 26,385 | $3.3M | Reduce -2.7% |
| VOO Vanguard S&P 500 ETF | 0.51% | 6,246 | $3.1M | Reduce -11.4% |
| IWM iShares Russell 2000 ETF | 0.51% | 15,325 | $3.1M | Reduce -5.1% |
| MO Altria Group Inc. | 0.50% | 67,012 | $3.1M | Add +1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 12,350 | $3.0M | Reduce -1.5% |
| V Visa Inc. Class A | 0.49% | 11,278 | $3.0M | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.48% | 13,586 | $2.9M | Reduce -0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.47% | 48,697 | $2.9M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.47% | 17,144 | $2.8M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.46% | 3,098 | $2.8M | Add +2.2% |
| AMLP Alerian MLP ETF | 0.46% | 58,422 | $2.8M | Add +3.9% |
| ABBV Abbvie Inc. | 0.46% | 16,218 | $2.8M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 14,861 | $2.7M | Reduce -9.8% |
| HDV iShares Core High Dividend E | 0.45% | 24,958 | $2.7M | Reduce -3.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.42% | 42,920 | $2.5M | Add +16.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 15,508 | $2.5M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 5,191 | $2.5M | Add +0.1% |
| TLT iShares 20+ Year Treasury BD | 0.40% | 26,379 | $2.4M | Add +14.5% |
| JNJ Johnson & Johnson | 0.39% | 16,247 | $2.4M | Reduce -11.9% |
| CVX Chevron Corp. | 0.39% | 15,080 | $2.4M | Reduce -9.7% |
| EFV iShares MSCI Eafe Value ETF | 0.39% | 44,127 | $2.3M | Reduce -28.4% |
| PEP Pepsico Inc. | 0.36% | 13,395 | $2.2M | Add +0.5% |
| ITOT iShares Core S&P Total U.S. | 0.36% | 18,500 | $2.2M | Reduce -4.0% |
| UNH Unitedhealth Group Inc. | 0.35% | 4,208 | $2.1M | Add +2.1% |
| ESGU iShares ESG Aware MSCI USA | 0.35% | 39,203 | $2.1M | Reduce -9.1% |
| SCCO Southern Copper Corp. | 0.32% | 17,917 | $1.9M | Add +0.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.32% | 36,288 | $1.9M | Reduce -0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 86,519 | $1.9M | Reduce -0.7% |
| DVY iShares Select Dividend ETF | 0.31% | 15,726 | $1.9M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.31% | 4,289 | $1.9M | Add +7.1% |
| BKNG Booking Holdings Inc. | 0.31% | 470 | $1.9M | Add +0.6% |
| KO The Coca-Cola Co. | 0.30% | 28,871 | $1.8M | Reduce -8.1% |
| ABT Abbott Laboratories | 0.30% | 17,452 | $1.8M | Add +1.8% |
| AMT American Tower Corp. | 0.30% | 9,282 | $1.8M | Reduce -8.3% |
| EFA iShares MSCI Eafe ETF | 0.29% | 22,750 | $1.8M | Reduce -2.4% |
| HD Home Depot Inc. | 0.29% | 5,153 | $1.8M | Reduce -7.4% |
| BLK BlackRock Finance Inc. | 0.29% | 415,976 | $1.7M | Reduce -0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 15,152 | $1.7M | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 295,473 | $1.7M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 2,980 | $1.6M | Add +3.6% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 20,531 | $1.6M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.27% | 1,917 | $1.6M | Add +1.5% |
| IWB iShares Russell 1000 ETF | 0.27% | 5,437 | $1.6M | Add +8.6% |
| VXUS Vanguard Total Intl Stock | 0.27% | 26,753 | $1.6M | Add +5.5% |
| EVCM Evercommerce Inc. | 0.26% | 145,729 | $1.6M | No change |
| MINT PIMCO Enhanced Short Maturit | 0.26% | 15,828 | $1.6M | Reduce -20.6% |
| LMT Lockheed Martin Corp. | 0.26% | 3,404 | $1.6M | Add +1.2% |
| RTX RTX Corp. | 0.26% | 15,688 | $1.6M | Reduce -0.3% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.26% | 27,470 | $1.6M | Reduce -0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 27,274 | $1.5M | Add +5.1% |
| CME Cme Group Inc. | 0.25% | 7,861 | $1.5M | New |
| CSCO Cisco Systems Inc. | 0.25% | 32,179 | $1.5M | Reduce -3.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.25% | 28,858 | $1.5M | Add +17.9% |
| PM Philip Morris International | 0.25% | 14,712 | $1.5M | Add +2.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 729,312 | $1.4M | Add +0.0% |
| PFE Pfizer Inc. | 0.22% | 47,319 | $1.3M | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.22% | 3,950 | $1.3M | Reduce -4.3% |
| AMGN Amgen Inc. | 0.21% | 4,131 | $1.3M | Add +6.0% |
| IVLU iShares MSCI International V | 0.21% | 46,856 | $1.3M | Reduce -16.5% |
| FNV Franco-Nevada Corp. | 0.20% | 10,197 | $1.2M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.20% | 4,735 | $1.2M | Add +2.3% |
| DGRO iShares Core Dividend Growth | 0.20% | 20,905 | $1.2M | Add +3.6% |
| BX Blackstone Inc. | 0.20% | 9,629 | $1.2M | Add +15.2% |
| AMD Advanced Micro Devices | 0.19% | 7,202 | $1.2M | Add +34.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 3,061 | $1.1M | Reduce -11.2% |
| CNI Canadian Natl Railway Co. | 0.19% | 9,600 | $1.1M | Add +0.1% |
| ADP Automatic Data Processing | 0.18% | 4,690 | $1.1M | Reduce -6.9% |
| NOW ServiceNow Inc. | 0.18% | 1,419 | $1.1M | Add +1.9% |
| LOW Lowe's Cos Inc. | 0.18% | 5,051 | $1.1M | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 25,280 | $1.1M | Reduce -8.0% |
| CP Canadian Pacific Kansas City | 0.18% | 13,843 | $1.1M | Add +1.1% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.18% | 38,301 | $1.1M | Add +5.1% |
| NVS Novartis AG-Sponsored ADR | 0.18% | 10,209 | $1.1M | Reduce -3.4% |
| AGG iShares Core U.S. Aggregate | 0.18% | 11,099 | $1.1M | Reduce -4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 6,209 | $1.1M | Reduce -20.4% |
| VZ Verizon Communications Inc. | 0.18% | 26,015 | $1.1M | Reduce -13.4% |
| ADBE Adobe Inc. | 0.18% | 1,923 | $1.1M | Add +0.8% |
| ORCL Oracle Corp. | 0.18% | 7,547 | $1.1M | Add +2.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.18% | 2,723 | $1.1M | Reduce -5.0% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.17% | 29,913 | $1.1M | Reduce -26.9% |
| SYK Stryker Corp. | 0.17% | 3,108 | $1.1M | Add +2.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.17% | 35,305 | $1.0M | No change |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.17% | 32,508 | $1.0M | Add +15.8% |
| TXN Texas Instruments Inc. | 0.17% | 5,386 | $1.0M | Add +5.3% |
| IEV iShares Europe ETF | 0.17% | 18,940 | $1.0M | Reduce -9.2% |
| BIV Vanguard Intermediate-Term B | 0.17% | 13,408 | $1.0M | Reduce -25.0% |
| RDVY First Trust Rising Dividend | 0.16% | 17,963 | $983K | No change |
| NEE Nextera Energy Inc. | 0.16% | 13,826 | $979K | Reduce -6.6% |
| LIN Linde PLC | 0.16% | 2,202 | $966K | Add +10.9% |
| ETN Eaton Corp. PLC | 0.16% | 3,069 | $962K | Reduce -3.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.16% | 6,631 | $946K | Add +58.1% |
| MDLZ Mondelez International Inc. Class A | 0.16% | 14,447 | $945K | Reduce -2.6% |
| CRM Salesforce Inc. | 0.16% | 3,673 | $944K | Add +5.5% |
| TSLA Tesla Inc. | 0.15% | 4,696 | $929K | Add +17.8% |
| AXP American Express Co. | 0.15% | 3,949 | $914K | Add +3.5% |
| GS Goldman Sachs Group Inc. | 0.15% | 2,019 | $913K | Add +1.1% |
| WM Waste Management Inc. | 0.15% | 4,273 | $912K | No change |
| TLH iShares 10-20 Year Treasury | 0.15% | 8,737 | $897K | Add +18.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.15% | 13,419 | $885K | Reduce -1.5% |
| CL Colgate-Palmolive Co. | 0.14% | 9,057 | $879K | Reduce -8.6% |
| INTC Intel Corp. | 0.14% | 27,975 | $866K | Reduce -4.5% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 7,176 | $851K | Add +7.0% |
| EGHT 8X8 Inc. | 0.14% | 382,721 | $850K | Add +0.5% |
| WSO Watsco Inc. | 0.14% | 1,827 | $846K | Add +0.1% |
| XLE SS Energy Select Sector | 0.14% | 9,160 | $835K | Reduce -0.7% |
| ZTS Zoetis Inc. | 0.14% | 4,809 | $834K | Add +2.2% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.13% | 26,465 | $811K | Reduce -5.0% |
| FNF Fidelity National Financial | 0.13% | 16,327 | $807K | Add +2.3% |
| XLK SS Technology Select Sector | 0.13% | 3,537 | $800K | Reduce -3.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.13% | 14,128 | $797K | Add +0.4% |
| IFRA iShares US Infrastructure | 0.13% | 18,570 | $782K | Add +5.5% |
| ACN Accenture PLC Class A | 0.13% | 2,566 | $779K | Add +0.5% |
| IAU iShares Gold Trust | 0.13% | 17,389 | $764K | No change |
| VNQ Vanguard Real Estate ETF | 0.12% | 9,060 | $759K | Reduce -6.3% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.12% | 60,164 | $754K | Add +2.0% |
| TTE Totalenergies SE -Spon ADR | 0.12% | 11,169 | $745K | Add +10.9% |
| IWD iShares Russell 1000 Value E | 0.12% | 4,246 | $741K | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 0.12% | 19,264 | $740K | No change |
| CMCSA Comcast Corp. Class A | 0.12% | 18,769 | $735K | Reduce -2.0% |
| UPS United Parcel Service Class B | 0.12% | 5,351 | $732K | Reduce -12.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 3,341 | $728K | Reduce -2.2% |
| T AT&T Inc. | 0.12% | 37,676 | $720K | Reduce -4.5% |
| VLUE iShares MSCI USA Value Facto | 0.12% | 6,823 | $706K | Reduce -8.7% |
| DUK Duke Energy Corp. | 0.12% | 7,026 | $704K | Reduce -3.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 2,813 | $702K | Reduce -0.1% |
| EEM iShares MSCI Emerging Market | 0.11% | 16,403 | $699K | Add +28.6% |
| OUNZ Vaneck Merk Gold ETF | 0.11% | 31,095 | $698K | Add +21.9% |
| EPD Enterprise Products Partners | 0.11% | 24,004 | $696K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 6,920 | $687K | Reduce -15.5% |
| NKE Nike Inc. Class B | 0.11% | 9,091 | $685K | Reduce -5.1% |
| DIVO Amplify CWP Enhan Divid ETF | 0.11% | 17,558 | $680K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.11% | 6,071 | $671K | Reduce -7.8% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 26,384 | $668K | Add +130.5% |
| UNP Union Pacific Corp. | 0.11% | 2,953 | $668K | Add +0.7% |
| SHM SS SPDR N Ice St Muni ETF | 0.11% | 14,042 | $663K | Reduce -2.8% |
| CVS CVS Health Corp. | 0.11% | 11,207 | $662K | Reduce -3.3% |
| MDT Medtronic PLC | 0.11% | 8,322 | $655K | Reduce -0.2% |
| GLW Corning Inc. | 0.11% | 16,452 | $639K | Add +1.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.10% | 5,530 | $638K | Add +3.8% |
| DHR Danaher Corp. | 0.10% | 2,534 | $633K | Add +1.7% |
| GNMA iShares Gnma Bond ETF | 0.10% | 14,280 | $615K | Reduce -24.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $612K | No change |
| TIP iShares Tips Bond ETF | 0.10% | 61,050 | $600K | Add +0.4% |
| BA The Boeing Co. | 0.10% | 3,289 | $599K | Reduce -17.2% |
| COR Cencora Inc. | 0.10% | 2,602 | $586K | Reduce -0.1% |
| TCAF T Rowe PRC Cap Appreciation | 0.10% | 18,500 | $581K | New |
| ECL Ecolab Inc. | 0.10% | 2,430 | $578K | Reduce -5.8% |
| SHOP Shopify Inc. Class A | 0.10% | 8,752 | $578K | Add +32.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.09% | 5,284 | $576K | Reduce -2.1% |
| TER Teradyne Inc. | 0.09% | 3,880 | $575K | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 3,304 | $574K | Add +4.2% |
| SCHW Schwab (charles) Corp. | 0.09% | 7,634 | $563K | Add +2.9% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 33,264 | $552K | Reduce -0.1% |
| OKE Oneok Inc. | 0.09% | 6,714 | $548K | Add +3.6% |
| CB Chubb Ltd. | 0.09% | 2,111 | $539K | Reduce -5.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 1,379 | $528K | Reduce -0.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.09% | 16,057 | $523K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.09% | 1,538 | $521K | Add +2.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.09% | 18,049 | $521K | No change |
| GOVT iShares US Treasury Bond ETF | 0.09% | 23,082 | $521K | Reduce -16.6% |
| COP Conocophillips | 0.09% | 4,532 | $518K | Reduce -1.3% |
| EW Edwards Lifesciences Corp. | 0.08% | 5,527 | $511K | Reduce -0.6% |
| FDX FedEx Corp. | 0.08% | 1,697 | $509K | Reduce -2.2% |
| CWK Cushman & Wakefield UK Holdc | 0.08% | 48,526 | $505K | No change |
| BOTZ Global X Robotics & Artifici | 0.08% | 16,334 | $504K | Add +5.5% |
| BRO Brown & Brown Inc. | 0.08% | 5,563 | $497K | Add +0.1% |
| MU Micron Technology Inc. | 0.08% | 3,774 | $496K | Add +2.3% |
| FAF First American Financial | 0.08% | 9,162 | $494K | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 0.08% | 7,814 | $491K | No change |
| FDS Factset Research Systems Inc. | 0.08% | 1,198 | $489K | Reduce -0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.08% | 9,465 | $485K | Reduce -4.0% |
| SMMD iShares Russell 2500 ETF | 0.08% | 7,678 | $481K | Reduce -1.5% |
| PSX Phillips 66 | 0.08% | 3,401 | $480K | Add +0.8% |
| IWV iShares Russell 3000 ETF | 0.08% | 1,535 | $474K | Reduce -36.4% |
| MMM 3M Co. | 0.08% | 4,632 | $473K | Reduce -0.7% |
| PTLC Pacer Trendpilot US Large Ca | 0.08% | 9,451 | $470K | No change |
| WMT Walmart Inc. | 0.08% | 6,912 | $468K | Add +19.2% |
| SYY Sysco Corp. | 0.08% | 6,548 | $467K | Reduce -0.6% |
| EMB iShares JP Morgan Usd Emergi | 0.08% | 5,220 | $462K | Reduce -22.1% |
| IXUS iShares Core Intl Stock ETF | 0.08% | 6,820 | $461K | Reduce -2.0% |
| LDUR PIMCO Enhanced Low Duration | 0.08% | 4,853 | $459K | Reduce -9.2% |
| ANET Arista Networks Inc. | 0.07% | 1,294 | $454K | Add +4.1% |
| CBZ Cbiz Inc. | 0.07% | 6,113 | $453K | Reduce -0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 5,767 | $445K | Reduce -2.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 4,238 | $440K | Reduce -11.5% |
| C Citigroup Inc. | 0.07% | 6,935 | $440K | Add +1.6% |
| CMI Cummins Inc. | 0.07% | 1,585 | $439K | Add +1.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.07% | 13,134 | $433K | Reduce -2.3% |
| TT Trane Technologies PLC | 0.07% | 1,316 | $433K | Add +0.8% |
| VFH Vanguard Financials ETF | 0.07% | 4,267 | $426K | Add +0.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 2,789 | $422K | Reduce -0.3% |
| MRSH Marsh & McLennan Cos | 0.07% | 1,974 | $416K | Add +3.7% |
| NOC Northrop Grumman Corp. | 0.07% | 946 | $412K | Reduce -1.9% |
| UBER Uber Technologies Inc. | 0.07% | 5,656 | $411K | Add +22.8% |
| IXN iShares Global Tech ETF | 0.07% | 4,962 | $411K | Reduce -0.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.07% | 4,187 | $409K | Add +3.2% |
| SNOW Snowflake Inc. | 0.07% | 3,010 | $407K | Add +31.3% |
| CHD Church & Dwight Co. Inc. | 0.07% | 3,901 | $404K | Add +0.7% |
| STT State Street Corp. | 0.07% | 5,438 | $402K | Add +0.2% |
| NFLX Netflix Inc. | 0.07% | 591 | $399K | Add +16.3% |
| STZ Constellation Brands Inc. Class A | 0.07% | 1,546 | $398K | Add +0.6% |
| CSX CSX Corp. | 0.07% | 11,836 | $396K | Add +1.2% |
| GEV GE Vernova Inc. | 0.06% | 2,287 | $392K | Add +115.0% |
| IWN iShares Russell 2000 Value E | 0.06% | 2,509 | $382K | No change |
| AON Aon PLC Class A | 0.06% | 1,283 | $377K | Add +6.3% |
| ISRG Intuitive Surgical Inc. | 0.06% | 839 | $373K | Add +4.3% |
| ESGD iShares Trust iShares ESG Aw | 0.06% | 16,949 | $373K | Reduce -3.3% |
| DOW Dow Inc. | 0.06% | 7,026 | $373K | Add +5.8% |
| QCOM Qualcomm Inc. | 0.06% | 1,859 | $370K | Add +0.7% |
| FERG Ferguson Jersey Ltd. | 0.06% | 1,891 | $366K | Add +25.4% |
| ADI Analog Devices Inc. | 0.06% | 1,602 | $366K | Reduce -2.0% |
| IYE iShares U.S. Energy ETF | 0.06% | 7,594 | $365K | Reduce -8.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 4,121 | $363K | Add +1.8% |
| DELL Dell Technologies -C | 0.06% | 2,614 | $360K | Add +30.8% |
| RSG Republic Services Inc. | 0.06% | 1,834 | $356K | Add +1.4% |
| PH Parker Hannifin Corp. | 0.06% | 704 | $356K | Add +0.4% |
| SUSL iShares ESG MSCI USA Leaders | 0.06% | 3,601 | $351K | Reduce -5.2% |
| PWR Quanta Services Inc. | 0.06% | 1,369 | $348K | Add +1.6% |
| MTD Mettler-Toledo International | 0.06% | 247 | $345K | Reduce -0.4% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 8,274 | $344K | Reduce -12.2% |
| SPGI S&P Global Inc. | 0.06% | 765 | $341K | Add +3.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.06% | 14,317 | $341K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.05% | 2,922 | $332K | No change |
| NUE Nucor Corp. | 0.05% | 2,089 | $330K | Add +1.7% |
| XBI SS SPDR S&P Biotech ETF | 0.05% | 3,548 | $329K | New |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,053 | $326K | Reduce -51.7% |
| NVT Nvent Electric PLC | 0.05% | 4,249 | $325K | Add +0.1% |
| MAR Marriott International Class A | 0.05% | 1,331 | $322K | Add +4.2% |
| DE Deere & Co. | 0.05% | 859 | $321K | Reduce -11.9% |
| WTW Willis Towers Watson PLC | 0.05% | 1,221 | $320K | Reduce -1.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.05% | 6,709 | $317K | Add +12.3% |
| MRVL Marvell Technology Inc. | 0.05% | 4,485 | $314K | Add +2.2% |
| ED Consolidated Edison Inc. | 0.05% | 3,493 | $312K | Reduce -2.5% |
| EMGF iShares Emerging Markets Equ | 0.05% | 6,646 | $310K | Reduce -10.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.05% | 3,071 | $306K | Add +0.4% |
| WFC Wells Fargo & Co. | 0.05% | 5,132 | $305K | Add +14.8% |
| NDAQ Nasdaq Inc. | 0.05% | 5,021 | $303K | Add +0.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.05% | 2,350 | $302K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 2,677 | $295K | Reduce -17.0% |
| IWF iShares Russell 1000 Growth | 0.05% | 807 | $294K | Reduce -5.7% |
| IYLD iShares Morningstar Multi-As | 0.05% | 14,744 | $293K | Reduce -18.1% |
| VXF Vanguard Extended Market ETF | 0.05% | 1,732 | $292K | No change |
| DTD Wisdomtree US Total Dividend | 0.05% | 4,105 | $291K | New |
| LHX L3HARRIS Technologies Inc. | 0.05% | 1,281 | $288K | Reduce -2.7% |
| AWK American Water Works Co. Inc. | 0.05% | 2,189 | $283K | Reduce -6.4% |
| KKR KKR & Co. Inc. | 0.05% | 2,678 | $282K | Reduce -11.4% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.05% | 8,897 | $277K | New |
| WY Weyerhaeuser Co. | 0.04% | 9,526 | $270K | Reduce -6.7% |
| XLF SS Financial Select Sector | 0.04% | 6,543 | $269K | Reduce -10.6% |
| HUBB Hubbell Inc. | 0.04% | 736 | $269K | Add +0.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 4,808 | $267K | No change |
| ET Energy Transfer LP | 0.04% | 16,436 | $267K | Reduce -5.7% |
| O Realty Income Corp. | 0.04% | 5,040 | $266K | Add +1.8% |
| ITW Illinois Tool Works | 0.04% | 1,104 | $262K | Add +10.4% |
| TOST Toast Inc. Class A | 0.04% | 10,020 | $258K | Add +1.0% |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 3,352 | $257K | Reduce -15.3% |
| CINF Cincinnati Financial Corp. | 0.04% | 2,147 | $254K | Add +6.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.04% | 10,142 | $252K | New |
| INTA Intapp Inc. | 0.04% | 6,827 | $250K | New |
| DD Dupont DE Nemours Inc. | 0.04% | 3,104 | $250K | Reduce -3.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 8,016 | $248K | Reduce -0.7% |
| KMI Kinder Morgan Inc. | 0.04% | 12,487 | $248K | Reduce -2.3% |
| KHC The Kraft Heinz Co. | 0.04% | 7,633 | $246K | Add +7.5% |
| IDXX Idexx Laboratories Inc. | 0.04% | 501 | $244K | Add +0.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.04% | 2,268 | $243K | Add +5.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.04% | 10,139 | $241K | No change |
| DOV Dover Corp. | 0.04% | 1,319 | $238K | Add +0.7% |
| FTCS First Trust Capital Strength | 0.04% | 2,793 | $235K | No change |
| DFS Discover Financial Services | 0.04% | 1,794 | $235K | Add +1.5% |
| FIX Comfort Systems USA Inc. | 0.04% | 764 | $232K | Reduce -2.4% |
| SO The Southern Co. | 0.04% | 2,993 | $232K | Reduce -6.3% |
| APD Air Products & Chemicals Inc. | 0.04% | 897 | $231K | Reduce -0.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.04% | 7,847 | $231K | Add +2.8% |
| UL Unilever PLC | 0.04% | 4,193 | $231K | Add +4.2% |
| CARR Carrier Global Corp. | 0.04% | 3,647 | $230K | Reduce -4.6% |
| SCHP Schwab U.S. Tips ETF | 0.04% | 4,419 | $230K | Reduce -3.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.04% | 2,892 | $226K | New |
| INTU Intuit Inc. | 0.04% | 343 | $225K | Add +2.7% |
| AMAT Applied Materials Inc. | 0.04% | 954 | $225K | New |
| TGT Target Corp. | 0.04% | 1,517 | $225K | Reduce -11.4% |
| SLV iShares Silver Trust | 0.04% | 8,373 | $222K | New |
| GM General Motors Co. | 0.04% | 4,783 | $222K | Reduce -2.6% |
| JHML John Hancock Multi Fact LRG | 0.04% | 3,412 | $222K | No change |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.04% | 5,941 | $219K | No change |
| KEY Keycorp | 0.04% | 15,368 | $218K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.03% | 4,199 | $211K | No change |
| PSK SS SPDR Ice Pref Sec ETF | 0.03% | 6,225 | $211K | No change |
| URI United Rentals Inc. | 0.03% | 326 | $211K | No change |
| BP BP PLC-Spons ADR | 0.03% | 5,839 | $211K | Add +6.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.03% | 3,341 | $210K | New |
| BTZ BlackRock Credit Allocation | 0.03% | 19,026 | $204K | No change |
| EMR Emerson Electric Co. | 0.03% | 1,842 | $203K | Reduce -19.1% |
| XLI SS Industrial Select Sector | 0.03% | 1,664 | $203K | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.03% | 6,984 | $201K | Reduce -16.9% |
| BTI British American Tob-SP ADR | 0.03% | 6,504 | $201K | New |
| ULTA Ulta Beauty Inc. | 0.03% | 521 | $201K | Add +6.8% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 4,227 | $201K | Reduce -3.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.03% | 2,234 | $200K | New |
| FTGC First Trust Global Tactical | 0.03% | 8,365 | $200K | New |
| SPH Suburban Propane Partners LP | 0.03% | 10,000 | $190K | No change |
| QYLD Global X Nasd 100 Cov Call | 0.03% | 10,000 | $177K | No change |
| NBB Nuveen Taxable Municipal Inc. | 0.03% | 10,500 | $163K | No change |
| SLQT Selectquote Inc. | 0.02% | 46,211 | $128K | No change |
| BROOKLINE BANCORP INC | 0.02% | 11,818 | $99K | Reduce -11.6% |
| CRSP Crispr Therapeutics AG | 0.01% | 13,558 | $79K | Add +1.4% |
| INSIGHT ENTERPRS (NSIT 0.75 02/15/25) | 0.01% | 22,000 | $64K | No change |
| WIT Wipro Ltd.-ADR | 0.01% | 10,468 | $64K | New |
| AMC AMC Entertainment HLDS Class A | 0.01% | 10,057 | $50K | No change |
| VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25) | 0.00% | 17,000 | $17K | No change |
| DPRO Draganfly Inc. | 0.00% | 11,260 | $3K | No change |