| IVV iShares Core S&P 500 ETF | 6.91% | 79,514 | $45.9M | Reduce -30.1% |
| KVYO Klaviyo Inc. Class A | 3.65% | 684,948 | $24.2M | Add +181.3% |
| AAPL Apple Inc. | 3.14% | 89,338 | $20.8M | Reduce -2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.89% | 283,819 | $19.2M | Reduce -2.4% |
| MSFT Microsoft Corp. | 2.79% | 43,050 | $18.5M | Reduce -0.5% |
| QUAL iShares MSCI USA Quality Fac | 2.02% | 74,844 | $13.4M | Add +9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.93% | 22,264 | $12.8M | Reduce -0.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.80% | 253,787 | $12.0M | Add +30.9% |
| IJH iShares Core S&P Midcap ETF | 1.70% | 180,604 | $11.3M | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 1.64% | 113,666 | $10.9M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.43% | 20,665 | $9.5M | Add +0.4% |
| W Wayfair Inc. Class A | 1.38% | 162,499 | $9.1M | Reduce -0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.28% | 179,063 | $8.5M | Add +8.4% |
| NVDA Nvidia Corp. | 1.18% | 64,210 | $7.8M | Add +1.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.15% | 153,531 | $7.6M | Add +10.1% |
| MUB iShares National Muni Bond E | 1.11% | 67,727 | $7.4M | Add +0.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.08% | 78,484 | $7.2M | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.97% | 82,849 | $6.5M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.97% | 55,145 | $6.4M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.97% | 38,627 | $6.4M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 0.96% | 75,106 | $6.3M | Add +26.1% |
| EFV iShares MSCI Eafe Value ETF | 0.95% | 109,592 | $6.3M | Add +148.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.90% | 55,385 | $6.0M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 0.89% | 31,536 | $5.9M | Reduce -2.0% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 109,459 | $5.8M | Reduce -0.2% |
| MATV Mativ Holdings Inc. | 0.87% | 340,100 | $5.8M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.86% | 75,855 | $5.7M | Reduce -28.6% |
| IVE iShares S&P 500 Value ETF | 0.84% | 28,237 | $5.6M | Add +5.7% |
| MDY State Street SPDR S&P Midcap | 0.83% | 9,693 | $5.5M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.80% | 18,667 | $5.3M | Reduce -9.6% |
| OEF iShares S&P 100 ETF | 0.80% | 19,072 | $5.3M | Add +1.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.74% | 95,797 | $4.9M | Add +0.1% |
| SUB iShares Short-Term National | 0.74% | 45,956 | $4.9M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.73% | 28,840 | $4.8M | Reduce -1.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.72% | 101,898 | $4.8M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.72% | 82,638 | $4.7M | Reduce -15.3% |
| AVGO Broadcom Inc. | 0.66% | 25,476 | $4.4M | Reduce -5.6% |
| XOM Exxon Mobil Corp. | 0.64% | 36,391 | $4.3M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 0.62% | 7,834 | $4.1M | Add +25.4% |
| JPM JPMorgan Chase & Co. | 0.62% | 19,379 | $4.1M | Add +1.4% |
| MS Morgan Stanley | 0.61% | 39,035 | $4.1M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.59% | 6,816 | $3.9M | Reduce -0.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.57% | 61,794 | $3.8M | Add +44.0% |
| MBB iShares MBS ETF | 0.56% | 39,090 | $3.7M | Add +8.6% |
| IYW iShares Ustechnology ETF | 0.56% | 24,618 | $3.7M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.54% | 17,229 | $3.6M | Reduce -1.0% |
| VT Vanguard Tot World STK ETF | 0.53% | 29,340 | $3.5M | Reduce -3.8% |
| MO Altria Group Inc. | 0.52% | 67,274 | $3.4M | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.51% | 15,369 | $3.4M | Add +0.3% |
| GLD SPDR Gold Shares | 0.50% | 13,560 | $3.3M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 12,280 | $3.2M | Reduce -0.6% |
| V Visa Inc. Class A | 0.49% | 11,714 | $3.2M | Add +3.9% |
| ABBV Abbvie Inc. | 0.48% | 15,994 | $3.2M | Reduce -1.4% |
| HDV iShares Core High Dividend E | 0.44% | 24,826 | $2.9M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.44% | 16,748 | $2.9M | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 14,617 | $2.9M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.43% | 25,122 | $2.9M | Reduce -4.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.42% | 44,270 | $2.8M | Reduce -9.1% |
| LLY Eli Lilly & Co. | 0.42% | 3,135 | $2.8M | Add +1.2% |
| AMLP Alerian MLP ETF | 0.42% | 58,546 | $2.8M | Add +0.2% |
| CVX Chevron Corp. | 0.38% | 17,296 | $2.5M | Add +14.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.38% | 14,545 | $2.5M | Reduce -6.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 5,131 | $2.5M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.38% | 4,272 | $2.5M | Add +1.5% |
| JNJ Johnson & Johnson | 0.38% | 15,398 | $2.5M | Reduce -5.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.37% | 45,655 | $2.4M | Add +58.2% |
| ITOT iShares Core S&P Total U.S. | 0.36% | 18,982 | $2.4M | Add +2.6% |
| ESGU iShares ESG Aware MSCI USA | 0.34% | 17,709 | $2.2M | Reduce -54.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 56,013 | $2.2M | Reduce -81.0% |
| TLT iShares 20+ Year Treasury BD | 0.33% | 22,509 | $2.2M | Reduce -14.7% |
| PEP Pepsico Inc. | 0.33% | 12,784 | $2.2M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 0.32% | 4,314 | $2.1M | Add +0.6% |
| DVY iShares Select Dividend ETF | 0.32% | 15,609 | $2.1M | Reduce -0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.31% | 36,058 | $2.1M | Reduce -0.6% |
| HD Home Depot Inc. | 0.31% | 5,053 | $2.0M | Reduce -1.9% |
| BKNG Booking Holdings Inc. | 0.30% | 469 | $2.0M | Reduce -0.2% |
| AMT American Tower Corp. | 0.30% | 8,473 | $2.0M | Reduce -8.7% |
| ABT Abbott Laboratories | 0.30% | 17,253 | $2.0M | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.30% | 3,365 | $2.0M | Reduce -1.1% |
| SCCO Southern Copper Corp. | 0.29% | 16,869 | $2.0M | Reduce -5.8% |
| EFA iShares MSCI Eafe ETF | 0.29% | 22,750 | $1.9M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 23,726 | $1.9M | Reduce -72.6% |
| RTX RTX Corp. | 0.28% | 15,310 | $1.9M | Reduce -2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 2,994 | $1.9M | Add +0.5% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 21,559 | $1.8M | Add +5.0% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 30,139 | $1.8M | Add +10.5% |
| VXUS Vanguard Total Intl Stock | 0.27% | 27,442 | $1.8M | Add +2.6% |
| CME Cme Group Inc. | 0.26% | 7,864 | $1.7M | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.26% | 5,444 | $1.7M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 14,540 | $1.7M | Reduce -4.0% |
| COST Costco Wholesale Corp. | 0.26% | 1,914 | $1.7M | Reduce -0.2% |
| PM Philip Morris International | 0.25% | 13,923 | $1.7M | Reduce -5.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.25% | 26,674 | $1.7M | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.25% | 22,766 | $1.6M | Reduce -21.1% |
| CSCO Cisco Systems Inc. | 0.24% | 30,084 | $1.6M | Reduce -6.5% |
| VGLT Vanguard Long-Term Treasury | 0.24% | 25,686 | $1.6M | New |
| BLK BlackRock Finance Inc. | 0.24% | 1,660 | $1.6M | Reduce -99.6% |
| CAT Caterpillar Inc. | 0.23% | 3,964 | $1.6M | Add +0.3% |
| EVCM Evercommerce Inc. | 0.23% | 145,729 | $1.5M | No change |
| IVLU iShares MSCI International V | 0.22% | 48,936 | $1.4M | Add +4.4% |
| IEV iShares Europe ETF | 0.22% | 24,796 | $1.4M | Add +30.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.22% | 57,138 | $1.4M | Add +463.4% |
| BX Blackstone Inc. | 0.22% | 9,357 | $1.4M | Reduce -2.8% |
| PFE Pfizer Inc. | 0.21% | 49,288 | $1.4M | Add +4.2% |
| MCD McDonald's Corp. | 0.21% | 4,553 | $1.4M | Reduce -3.8% |
| MINT PIMCO Enhanced Short Maturit | 0.21% | 13,723 | $1.4M | Reduce -13.3% |
| ADBE Adobe Inc. | 0.21% | 2,666 | $1.4M | Add +38.6% |
| LOW Lowe's Cos Inc. | 0.21% | 5,050 | $1.4M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 6,154 | $1.4M | Reduce -0.9% |
| DGRO iShares Core Dividend Growth | 0.20% | 21,444 | $1.3M | Add +2.6% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.20% | 43,476 | $1.3M | Add +13.5% |
| AMGN Amgen Inc. | 0.20% | 4,125 | $1.3M | Reduce -0.1% |
| NOW ServiceNow Inc. | 0.20% | 1,447 | $1.3M | Add +2.0% |
| ORCL Oracle Corp. | 0.19% | 7,547 | $1.3M | No change |
| AMD Advanced Micro Devices | 0.19% | 7,510 | $1.2M | Add +4.3% |
| ADP Automatic Data Processing | 0.19% | 4,450 | $1.2M | Reduce -5.1% |
| TSLA Tesla Inc. | 0.18% | 4,649 | $1.2M | Reduce -1.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.18% | 35,312 | $1.2M | Add +8.6% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 25,185 | $1.2M | Reduce -0.4% |
| CP Canadian Pacific Kansas City | 0.18% | 13,847 | $1.2M | Add +0.0% |
| NVS Novartis AG-Sponsored ADR | 0.18% | 10,261 | $1.2M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.18% | 25,995 | $1.2M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.18% | 13,763 | $1.2M | Reduce -0.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 2,723 | $1.2M | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.17% | 33,982 | $1.1M | Add +83.7% |
| TXN Texas Instruments Inc. | 0.17% | 5,469 | $1.1M | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 2,900 | $1.1M | Reduce -5.3% |
| FNV Franco-Nevada Corp. | 0.17% | 8,886 | $1.1M | Reduce -12.9% |
| SYK Stryker Corp. | 0.17% | 3,031 | $1.1M | Reduce -2.5% |
| CNI Canadian Natl Railway Co. | 0.16% | 9,335 | $1.1M | Reduce -2.8% |
| LIN Linde PLC | 0.16% | 2,247 | $1.1M | Add +2.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.16% | 35,305 | $1.1M | No change |
| MDLZ Mondelez International Inc. Class A | 0.16% | 14,363 | $1.1M | Reduce -0.6% |
| AGG iShares Core U.S. Aggregate | 0.16% | 10,339 | $1.0M | Reduce -6.8% |
| RDVY First Trust Rising Dividend | 0.16% | 17,642 | $1.0M | Reduce -1.8% |
| WM Waste Management Inc. | 0.16% | 4,989 | $1.0M | Add +16.8% |
| ETN Eaton Corp. PLC | 0.16% | 3,118 | $1.0M | Add +1.6% |
| AXP American Express Co. | 0.15% | 3,730 | $1.0M | Reduce -5.5% |
| CRM Salesforce Inc. | 0.15% | 3,692 | $1.0M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.15% | 2,029 | $1.0M | Add +0.5% |
| FNF Fidelity National Financial | 0.15% | 16,114 | $1.0M | Reduce -1.3% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 26,748 | $995K | Add +1.4% |
| ACN Accenture PLC Class A | 0.15% | 2,751 | $972K | Add +7.2% |
| TLH iShares 10-20 Year Treasury | 0.15% | 8,802 | $962K | Add +0.7% |
| IFRA iShares US Infrastructure | 0.14% | 20,261 | $952K | Add +9.1% |
| ZTS Zoetis Inc. | 0.14% | 4,847 | $947K | Add +0.8% |
| BIV Vanguard Intermediate-Term B | 0.14% | 11,944 | $936K | Reduce -10.9% |
| WSO Watsco Inc. | 0.14% | 1,829 | $900K | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 6,943 | $890K | Reduce -3.3% |
| IAU iShares Gold Trust | 0.13% | 17,389 | $864K | No change |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.13% | 26,116 | $863K | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 3,628 | $861K | Add +8.6% |
| NKE Nike Inc. Class B | 0.13% | 9,636 | $852K | Add +6.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.13% | 14,121 | $836K | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 0.13% | 8,570 | $835K | Reduce -5.4% |
| TTE Totalenergies SE -Spon ADR | 0.12% | 12,698 | $821K | Add +13.7% |
| EPD Enterprise Products Partners | 0.12% | 27,858 | $811K | Add +16.1% |
| DUK Duke Energy Corp. | 0.12% | 7,031 | $811K | Add +0.1% |
| T AT&T Inc. | 0.12% | 36,644 | $806K | Reduce -2.7% |
| OUNZ Vaneck Merk Gold ETF | 0.12% | 31,595 | $802K | Add +1.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.12% | 6,719 | $800K | Add +1.3% |
| XLE SS Energy Select Sector | 0.12% | 9,082 | $797K | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 0.12% | 19,264 | $792K | No change |
| EGHT 8X8 Inc. | 0.12% | 382,721 | $781K | No change |
| XLK SS Technology Select Sector | 0.12% | 3,453 | $780K | Reduce -2.4% |
| CMCSA Comcast Corp. Class A | 0.12% | 18,590 | $777K | Reduce -0.9% |
| OKE Oneok Inc. | 0.11% | 8,313 | $758K | Add +23.8% |
| IWD iShares Russell 1000 Value E | 0.11% | 3,958 | $751K | Reduce -6.8% |
| GLW Corning Inc. | 0.11% | 16,568 | $748K | Add +0.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 2,835 | $746K | Add +0.8% |
| CL Colgate-Palmolive Co. | 0.11% | 7,049 | $732K | Reduce -22.2% |
| UNP Union Pacific Corp. | 0.11% | 2,946 | $726K | Reduce -0.2% |
| DIVO Amplify CWP Enhan Divid ETF | 0.11% | 17,558 | $723K | No change |
| CVS CVS Health Corp. | 0.11% | 11,263 | $708K | Add +0.5% |
| SHOP Shopify Inc. Class A | 0.11% | 8,722 | $699K | Reduce -0.3% |
| VLUE iShares MSCI USA Value Facto | 0.11% | 6,393 | $697K | Reduce -6.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $691K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.10% | 1,482 | $689K | Reduce -99.8% |
| UPS United Parcel Service Class B | 0.10% | 5,040 | $687K | Reduce -5.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 7,112 | $684K | Add +2.8% |
| DHR Danaher Corp. | 0.10% | 2,457 | $683K | Reduce -3.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.10% | 14,036 | $676K | Reduce -0.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.10% | 6,050 | $669K | Reduce -0.3% |
| CWK Cushman & Wakefield UK Holdc | 0.10% | 48,526 | $661K | No change |
| GEV GE Vernova Inc. | 0.10% | 2,587 | $660K | Add +13.1% |
| INTC Intel Corp. | 0.10% | 27,487 | $645K | Reduce -1.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.10% | 60,650 | $640K | Add +0.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.10% | 5,286 | $640K | Add +0.0% |
| C Citigroup Inc. | 0.09% | 10,018 | $627K | Add +44.5% |
| ECL Ecolab Inc. | 0.09% | 2,404 | $614K | Reduce -1.1% |
| MDT Medtronic PLC | 0.09% | 6,808 | $613K | Reduce -18.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 3,521 | $612K | Add +6.6% |
| CB Chubb Ltd. | 0.09% | 2,114 | $610K | Add +0.1% |
| MMM 3M Co. | 0.09% | 4,409 | $603K | Reduce -4.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.09% | 5,532 | $603K | Add +0.0% |
| GNMA iShares Gnma Bond ETF | 0.09% | 13,224 | $592K | Reduce -7.4% |
| COR Cencora Inc. | 0.09% | 2,600 | $585K | Reduce -0.1% |
| TD Toronto-Dominion Bank | 0.09% | 9,239 | $584K | New |
| FAF First American Financial | 0.09% | 8,768 | $579K | Reduce -4.3% |
| BRO Brown & Brown Inc. | 0.09% | 5,533 | $573K | Reduce -0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 4,033 | $573K | Reduce -87.9% |
| EEM iShares MSCI Emerging Market | 0.09% | 12,440 | $570K | Reduce -24.2% |
| WMT Walmart Inc. | 0.09% | 6,987 | $564K | Add +1.1% |
| FDS Factset Research Systems Inc. | 0.08% | 1,202 | $553K | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 1,959 | $549K | Add +42.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.08% | 16,047 | $541K | Reduce -0.1% |
| GOVT iShares US Treasury Bond ETF | 0.08% | 22,668 | $532K | Reduce -1.8% |
| SPTS SS SPDR P St Term TSY ETF | 0.08% | 18,049 | $531K | No change |
| BOTZ Global X Robotics & Artifici | 0.08% | 16,484 | $530K | Add +0.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.08% | 14,384 | $524K | Add +9.5% |
| CMI Cummins Inc. | 0.08% | 1,599 | $518K | Add +0.9% |
| SCHB Schwab US Broad Market ETF | 0.08% | 7,768 | $517K | Reduce -0.6% |
| PANW Palo Alto Networks Inc. | 0.08% | 1,511 | $516K | Reduce -1.8% |
| TT Trane Technologies PLC | 0.08% | 1,324 | $515K | Add +0.6% |
| TER Teradyne Inc. | 0.08% | 3,826 | $512K | Reduce -1.4% |
| SYY Sysco Corp. | 0.08% | 6,511 | $508K | Reduce -0.6% |
| EMB iShares JP Morgan Usd Emergi | 0.08% | 5,402 | $506K | Add +3.5% |
| SPGI S&P Global Inc. | 0.08% | 975 | $504K | Add +27.4% |
| IWV iShares Russell 3000 ETF | 0.08% | 1,535 | $502K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.08% | 9,465 | $498K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.07% | 9,451 | $497K | No change |
| STT State Street Corp. | 0.07% | 5,479 | $485K | Add +0.8% |
| IXUS iShares Core Intl Stock ETF | 0.07% | 6,670 | $484K | Reduce -2.2% |
| SNOW Snowflake Inc. | 0.07% | 4,192 | $481K | Add +39.3% |
| BA The Boeing Co. | 0.07% | 3,124 | $475K | Reduce -5.0% |
| COP Conocophillips | 0.07% | 4,497 | $473K | Reduce -0.8% |
| FDX FedEx Corp. | 0.07% | 1,719 | $470K | Add +1.3% |
| SCHW Schwab (charles) Corp. | 0.07% | 7,226 | $468K | Reduce -5.3% |
| IWF iShares Russell 1000 Growth | 0.07% | 1,229 | $461K | Add +52.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 4,238 | $461K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.07% | 18,929 | $460K | Add +32.2% |
| PH Parker Hannifin Corp. | 0.07% | 728 | $460K | Add +3.4% |
| ANET Arista Networks Inc. | 0.07% | 1,197 | $459K | Reduce -7.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.07% | 4,163 | $456K | Reduce -0.6% |
| HACK Amplify Cybersecurity ETF | 0.07% | 6,619 | $452K | New |
| AON Aon PLC Class A | 0.07% | 1,302 | $450K | Add +1.5% |
| MRSH Marsh & McLennan Cos | 0.07% | 2,011 | $449K | Add +1.9% |
| RIO Rio Tinto PLC-Spon ADR | 0.07% | 6,289 | $448K | Reduce -53.1% |
| PSX Phillips 66 | 0.07% | 3,402 | $447K | Add +0.0% |
| TIP iShares Tips Bond ETF | 0.07% | 3,992 | $441K | Reduce -93.5% |
| UBER Uber Technologies Inc. | 0.07% | 5,854 | $440K | Add +3.5% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 8,466 | $438K | Add +2.3% |
| NFLX Netflix Inc. | 0.07% | 617 | $438K | Add +4.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 5,381 | $432K | Reduce -6.7% |
| IWN iShares Russell 2000 Value E | 0.06% | 2,509 | $419K | No change |
| CBZ Cbiz Inc. | 0.06% | 6,113 | $411K | No change |
| IXN iShares Global Tech ETF | 0.06% | 4,962 | $410K | No change |
| PWR Quanta Services Inc. | 0.06% | 1,372 | $409K | Add +0.2% |
| CSX CSX Corp. | 0.06% | 11,817 | $408K | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.06% | 826 | $406K | Reduce -1.6% |
| MU Micron Technology Inc. | 0.06% | 3,857 | $400K | Add +2.2% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 2,115 | $399K | Add +3.0% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.06% | 32,689 | $391K | New |
| STZ Constellation Brands Inc. Class A | 0.06% | 1,516 | $391K | Reduce -1.9% |
| SMMD iShares Russell 2500 ETF | 0.06% | 5,744 | $389K | Reduce -25.2% |
| SUSL iShares ESG MSCI USA Leaders | 0.06% | 3,823 | $388K | Add +6.2% |
| FERG Ferguson Enterprises Inc. | 0.06% | 1,952 | $388K | Add +3.2% |
| ADI Analog Devices Inc. | 0.06% | 1,631 | $375K | Add +1.8% |
| RSG Republic Services Inc. | 0.06% | 1,858 | $373K | Add +1.3% |
| MTD Mettler-Toledo International | 0.06% | 247 | $370K | No change |
| NDAQ Nasdaq Inc. | 0.06% | 5,026 | $367K | Add +0.1% |
| CHD Church & Dwight Co. Inc. | 0.06% | 3,484 | $365K | Reduce -10.7% |
| ED Consolidated Edison Inc. | 0.05% | 3,491 | $364K | Reduce -0.1% |
| EW Edwards Lifesciences Corp. | 0.05% | 5,507 | $363K | Reduce -0.4% |
| VFH Vanguard Financials ETF | 0.05% | 3,300 | $363K | Reduce -22.7% |
| DOW Dow Inc. | 0.05% | 6,633 | $362K | Reduce -5.6% |
| DE Deere & Co. | 0.05% | 868 | $362K | Add +1.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.05% | 2,922 | $361K | No change |
| KKR KKR & Co. Inc. | 0.05% | 2,720 | $355K | Add +1.6% |
| IYE iShares U.S. Energy ETF | 0.05% | 7,621 | $353K | Add +0.4% |
| NVT Nvent Electric PLC | 0.05% | 5,026 | $353K | Add +18.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 3,706 | $341K | Reduce -10.1% |
| XBI SS SPDR S&P Biotech ETF | 0.05% | 3,420 | $338K | Reduce -3.6% |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 3,970 | $334K | Reduce -76.6% |
| WTW Willis Towers Watson PLC | 0.05% | 1,123 | $331K | Reduce -8.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.05% | 2,350 | $328K | No change |
| O Realty Income Corp. | 0.05% | 5,162 | $327K | Add +2.4% |
| WY Weyerhaeuser Co. | 0.05% | 9,626 | $326K | Add +1.1% |
| QCOM Qualcomm Inc. | 0.05% | 1,914 | $325K | Add +3.0% |
| MRVL Marvell Technology Inc. | 0.05% | 4,502 | $325K | Add +0.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 1,796 | $320K | Reduce -35.6% |
| HUBB Hubbell Inc. | 0.05% | 745 | $319K | Add +1.2% |
| VXF Vanguard Extended Market ETF | 0.05% | 1,732 | $315K | No change |
| DTD Wisdomtree US Total Dividend | 0.05% | 4,105 | $315K | No change |
| EMGF iShares Emerging Markets Equ | 0.05% | 6,320 | $315K | Reduce -4.9% |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 2,677 | $314K | No change |
| NUE Nucor Corp. | 0.05% | 2,067 | $311K | Reduce -1.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.05% | 3,048 | $309K | Reduce -0.8% |
| AWK American Water Works Co. Inc. | 0.05% | 2,091 | $306K | Reduce -4.5% |
| WFC Wells Fargo & Co. | 0.05% | 5,316 | $300K | Add +3.6% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.05% | 8,900 | $300K | Add +0.0% |
| LHX L3HARRIS Technologies Inc. | 0.04% | 1,255 | $298K | Reduce -2.0% |
| ITW Illinois Tool Works | 0.04% | 1,121 | $294K | Add +1.5% |
| LDUR PIMCO Enhanced Low Duration | 0.04% | 3,019 | $290K | Reduce -37.8% |
| IYLD iShares Morningstar Multi-As | 0.04% | 13,944 | $288K | Reduce -5.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 6,867 | $288K | Add +2.4% |
| ULTA Ulta Beauty Inc. | 0.04% | 740 | $288K | Add +42.0% |
| UL Unilever PLC | 0.04% | 4,354 | $283K | Add +3.8% |
| TOST Toast Inc. Class A | 0.04% | 9,982 | $283K | Reduce -0.4% |
| PYPL PayPal Holdings Inc. | 0.04% | 3,589 | $280K | New |
| NOC Northrop Grumman Corp. | 0.04% | 525 | $277K | Reduce -44.5% |
| CARR Carrier Global Corp. | 0.04% | 3,438 | $277K | Reduce -5.7% |
| KMI Kinder Morgan Inc. | 0.04% | 12,506 | $276K | Add +0.1% |
| URI United Rentals Inc. | 0.04% | 339 | $274K | Add +4.0% |
| IGRO iShares Intl Div Growth ETF | 0.04% | 3,654 | $273K | New |
| DD Dupont DE Nemours Inc. | 0.04% | 3,032 | $270K | Reduce -2.3% |
| KHC The Kraft Heinz Co. | 0.04% | 7,688 | $270K | Add +0.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 2,256 | $268K | Add +1.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 4,808 | $264K | No change |
| ET Energy Transfer LP | 0.04% | 16,436 | $264K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.04% | 8,711 | $263K | Add +11.0% |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 3,319 | $261K | Reduce -1.0% |
| CINF Cincinnati Financial Corp. | 0.04% | 1,907 | $260K | Reduce -11.2% |
| KEY Keycorp | 0.04% | 15,461 | $259K | Add +0.6% |
| GD General Dynamics Corp. | 0.04% | 847 | $256K | New |
| XLF SS Financial Select Sector | 0.04% | 5,604 | $254K | Reduce -14.3% |
| DOV Dover Corp. | 0.04% | 1,320 | $253K | Add +0.1% |
| IDXX Idexx Laboratories Inc. | 0.04% | 497 | $251K | Reduce -0.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 4,966 | $250K | Reduce -38.0% |
| ICE Intercontinental Exchange Inc. | 0.04% | 1,552 | $249K | New |
| DELL Dell Technologies -C | 0.04% | 2,095 | $248K | Reduce -19.9% |
| APD Air Products & Chemicals Inc. | 0.04% | 833 | $248K | Reduce -7.1% |
| FIX Comfort Systems USA Inc. | 0.04% | 633 | $247K | Reduce -17.1% |
| NUV Nuveen Municipal Value | 0.04% | 27,370 | $247K | New |
| NGG National Grid PLC-SP ADR | 0.04% | 3,522 | $245K | New |
| TGT Target Corp. | 0.04% | 1,547 | $241K | Add +2.0% |
| PI Impinj Inc. | 0.04% | 1,112 | $241K | New |
| BTI British American Tob-SP ADR | 0.04% | 6,581 | $241K | Add +1.2% |
| MSCI MSCI Inc. | 0.04% | 411 | $240K | New |
| SLV iShares Silver Trust | 0.04% | 8,373 | $238K | No change |
| JHML John Hancock Multi Fact LRG | 0.04% | 3,412 | $237K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.04% | 2,088 | $236K | Reduce -7.9% |
| JCI Johnson Controls Internation | 0.04% | 3,024 | $235K | New |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.04% | 4,689 | $233K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 2,942 | $229K | Add +1.7% |
| INTU Intuit Inc. | 0.03% | 368 | $229K | Add +7.3% |
| EMR Emerson Electric Co. | 0.03% | 2,074 | $227K | Add +12.6% |
| INTA Intapp Inc. | 0.03% | 4,716 | $226K | Reduce -30.9% |
| XLI SS Industrial Select Sector | 0.03% | 1,664 | $225K | No change |
| BR Broadridge Financial Solutio | 0.03% | 1,046 | $225K | New |
| USB US Bancorp | 0.03% | 4,887 | $223K | New |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.03% | 5,941 | $223K | No change |
| SCHP Schwab U.S. Tips ETF | 0.03% | 4,144 | $222K | Reduce -6.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.03% | 2,696 | $222K | New |
| GM General Motors Co. | 0.03% | 4,924 | $221K | Add +3.0% |
| SO The Southern Co. | 0.03% | 2,445 | $221K | Reduce -18.3% |
| SBUX Starbucks Corp. | 0.03% | 2,238 | $218K | New |
| VWOB Vanguard Emerg MKTS Gov BND | 0.03% | 3,284 | $218K | Reduce -1.7% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 4,227 | $218K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.03% | 4,199 | $215K | No change |
| PAYX Paychex Inc. | 0.03% | 1,603 | $215K | New |
| DFS Discover Financial Services | 0.03% | 1,519 | $213K | Reduce -15.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.03% | 2,979 | $211K | New |
| FTCS First Trust Capital Strength | 0.03% | 2,293 | $208K | Reduce -17.9% |
| IBN Icici Bank Ltd.-Spon ADR | 0.03% | 6,955 | $208K | Reduce -0.4% |
| IGM iShares Expanded Tech Sector | 0.03% | 2,162 | $207K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 248 | $207K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 5,487 | $206K | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.03% | 8,447 | $206K | Reduce -16.7% |
| BABA Alibaba Group Holding-SP ADR | 0.03% | 1,902 | $202K | New |
| BTZ BlackRock Credit Allocation | 0.03% | 17,000 | $192K | Reduce -10.7% |
| QYLD Global X Nasd 100 Cov Call | 0.03% | 10,000 | $180K | No change |
| NBB Nuveen Taxable Municipal Inc. | 0.03% | 10,500 | $174K | No change |
| BROOKLINE BANCORP INC | 0.02% | 16,318 | $165K | Add +38.1% |
| SLQT Selectquote Inc. | 0.01% | 44,211 | $96K | Reduce -4.3% |
| WIT Wipro Ltd.-ADR | 0.01% | 11,714 | $76K | Add +11.9% |
| INSIGHT ENTERPRS (NSIT 0.75 02/15/25) | 0.01% | 22,000 | $69K | No change |
| AMC AMC Entertainment HLDS Class A | 0.01% | 10,053 | $46K | Reduce -0.0% |
| VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25) | 0.00% | 17,000 | $17K | No change |
| LUMINAR TECHNOLOGIES INC | 0.00% | 10,532 | $9K | New |