| IVV iShares Core S&P 500 ETF | 5.96% | 69,707 | $39.2M | Reduce -4.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.41% | 340,497 | $22.4M | Add +4.1% |
| AAPL Apple Inc. | 2.92% | 86,526 | $19.2M | Reduce -2.9% |
| MSFT Microsoft Corp. | 2.43% | 42,493 | $16.0M | Reduce -0.7% |
| QUAL iShares MSCI USA Quality Fac | 2.40% | 92,217 | $15.8M | Add +11.8% |
| KVYO Klaviyo Inc. Class A | 1.99% | 431,429 | $13.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.89% | 22,185 | $12.4M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.67% | 20,600 | $11.0M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 1.65% | 117,079 | $10.9M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 1.60% | 180,236 | $10.5M | Add +0.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.58% | 225,657 | $10.4M | Add +5.1% |
| SCHZ Schwab US Aggregate Bond ETF | 1.48% | 420,508 | $9.7M | Add +4.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.22% | 165,070 | $8.0M | Add +3.4% |
| SCHD Schwab US DVD Equity ETF | 1.17% | 276,133 | $7.7M | Add +7.0% |
| IVE iShares S&P 500 Value ETF | 1.11% | 38,430 | $7.3M | Add +26.7% |
| USMV iShares MSCI USA Min Vol Fac | 1.11% | 78,081 | $7.3M | Add +1.3% |
| NVDA Nvidia Corp. | 1.08% | 65,748 | $7.1M | Add +3.0% |
| MUB iShares National Muni Bond E | 1.03% | 64,418 | $6.8M | Reduce -8.3% |
| AMZN Amazon.com Inc. | 0.98% | 33,943 | $6.5M | Add +2.7% |
| EFV iShares MSCI Eafe Value ETF | 0.96% | 107,431 | $6.3M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 0.95% | 40,533 | $6.3M | Add +3.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.93% | 80,995 | $6.1M | Reduce -2.4% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 53,678 | $5.6M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 0.84% | 102,477 | $5.5M | Add +24.2% |
| OEF iShares S&P 100 ETF | 0.84% | 20,282 | $5.5M | Add +7.0% |
| BND Vanguard Total Bond Market | 0.83% | 74,749 | $5.5M | Reduce -4.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.82% | 108,557 | $5.4M | Add +7.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 19,412 | $5.3M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 0.80% | 103,564 | $5.3M | Add +0.1% |
| W Wayfair Inc. Class A | 0.79% | 162,498 | $5.2M | Add +0.0% |
| MDY State Street SPDR S&P Midcap | 0.77% | 9,517 | $5.1M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.74% | 31,146 | $4.9M | Add +9.9% |
| SUB iShares Short-Term National | 0.71% | 44,282 | $4.7M | Reduce -3.6% |
| VOO Vanguard S&P 500 ETF | 0.71% | 9,033 | $4.6M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 0.69% | 18,627 | $4.6M | Reduce -3.0% |
| MO Altria Group Inc. | 0.68% | 74,870 | $4.5M | Reduce -0.8% |
| MS Morgan Stanley | 0.68% | 38,238 | $4.5M | Add +0.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.67% | 43,979 | $4.4M | Reduce -36.6% |
| GLD SPDR Gold Shares | 0.67% | 15,232 | $4.4M | Reduce -0.2% |
| V Visa Inc. Class A | 0.64% | 12,098 | $4.2M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.62% | 7,125 | $4.1M | Add +3.0% |
| AMLP Alerian MLP ETF | 0.59% | 74,658 | $3.9M | Add +5.6% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.58% | 85,316 | $3.8M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.57% | 22,347 | $3.7M | Reduce -12.7% |
| IYW iShares Ustechnology ETF | 0.56% | 26,264 | $3.7M | Add +5.9% |
| HON Honeywell International Inc. | 0.55% | 17,227 | $3.6M | Add +2.8% |
| CVX Chevron Corp. | 0.55% | 21,517 | $3.6M | Reduce -0.3% |
| MBB iShares MBS ETF | 0.54% | 37,522 | $3.5M | Reduce -14.5% |
| VT Vanguard Tot World STK ETF | 0.53% | 29,888 | $3.5M | Add +1.8% |
| ABBV Abbvie Inc. | 0.50% | 15,735 | $3.3M | Add +0.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.50% | 62,489 | $3.3M | Add +22.5% |
| XOM Exxon Mobil Corp. | 0.47% | 26,192 | $3.1M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 12,043 | $3.1M | Add +0.8% |
| HDV iShares Core High Dividend E | 0.46% | 25,029 | $3.0M | Add +0.7% |
| IWM iShares Russell 2000 ETF | 0.46% | 15,036 | $3.0M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.44% | 17,010 | $2.9M | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 14,634 | $2.8M | Add +0.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.42% | 49,830 | $2.7M | Reduce -27.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.41% | 44,606 | $2.7M | Add +0.4% |
| MA Mastercard Inc. Class A | 0.41% | 4,926 | $2.7M | Add +5.5% |
| LLY Eli Lilly & Co. | 0.40% | 3,173 | $2.6M | Reduce -0.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.39% | 54,751 | $2.5M | New |
| JNJ Johnson & Johnson | 0.39% | 15,277 | $2.5M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.38% | 14,449 | $2.5M | Reduce -0.5% |
| ITOT iShares Core S&P Total U.S. | 0.37% | 20,137 | $2.5M | Add +7.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 5,122 | $2.4M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 56,259 | $2.3M | Add +0.1% |
| ABT Abbott Laboratories | 0.35% | 17,327 | $2.3M | Add +0.5% |
| GLDM SPDR Gold Minishares Trust | 0.34% | 36,187 | $2.2M | Add +106.5% |
| PM Philip Morris International | 0.34% | 14,066 | $2.2M | Reduce -0.3% |
| MATV Mativ Holdings Inc. | 0.34% | 358,100 | $2.2M | Add +5.3% |
| BKNG Booking Holdings Inc. | 0.33% | 471 | $2.2M | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 25,615 | $2.2M | Reduce -9.6% |
| UNH Unitedhealth Group Inc. | 0.32% | 4,075 | $2.1M | Reduce -8.1% |
| IWB iShares Russell 1000 ETF | 0.32% | 6,891 | $2.1M | Add +26.2% |
| CME Cme Group Inc. | 0.32% | 7,856 | $2.1M | Reduce -0.1% |
| DVY iShares Select Dividend ETF | 0.31% | 15,054 | $2.0M | Add +4.7% |
| RTX RTX Corp. | 0.31% | 15,247 | $2.0M | Reduce -0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.30% | 35,789 | $2.0M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.30% | 13,122 | $2.0M | Reduce -1.1% |
| VGLT Vanguard Long-Term Treasury | 0.30% | 34,067 | $2.0M | Add +7.3% |
| EFA iShares MSCI Eafe ETF | 0.30% | 23,777 | $1.9M | Reduce -0.1% |
| HD Home Depot Inc. | 0.29% | 5,152 | $1.9M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.29% | 21,000 | $1.9M | Reduce -17.9% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 32,670 | $1.9M | Add +3.8% |
| VXUS Vanguard Total Intl Stock | 0.28% | 29,933 | $1.9M | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 0.28% | 22,644 | $1.9M | Add +1.9% |
| ESGU iShares ESG Aware MSCI USA | 0.28% | 15,161 | $1.8M | Reduce -13.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 23,135 | $1.8M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.27% | 1,910 | $1.8M | Reduce -0.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.27% | 19,349 | $1.8M | Reduce -15.4% |
| CSCO Cisco Systems Inc. | 0.27% | 28,921 | $1.8M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 14,539 | $1.8M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 7,043 | $1.8M | Reduce -2.5% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.26% | 55,816 | $1.7M | Add +5.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.26% | 68,483 | $1.7M | Add +0.1% |
| KO The Coca-Cola Co. | 0.26% | 23,492 | $1.7M | Reduce -2.1% |
| SYK Stryker Corp. | 0.25% | 4,414 | $1.6M | Add +44.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.25% | 35,087 | $1.6M | New |
| MCD McDonald's Corp. | 0.24% | 5,051 | $1.6M | Add +1.2% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.24% | 26,842 | $1.6M | Add +1.4% |
| BLK BlackRock Inc. | 0.24% | 1,644 | $1.6M | Add +0.4% |
| SCCO Southern Copper Corp. | 0.24% | 16,598 | $1.6M | Reduce -1.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.23% | 44,852 | $1.5M | Add +8.2% |
| AMT American Tower Corp. | 0.23% | 6,851 | $1.5M | Reduce -13.4% |
| TSLA Tesla Inc. | 0.23% | 5,729 | $1.5M | Add +7.7% |
| MINT PIMCO Enhanced Short Maturit | 0.22% | 14,389 | $1.4M | Reduce -8.5% |
| DGRO iShares Core Dividend Growth | 0.22% | 23,427 | $1.4M | Add +2.6% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 2,904 | $1.4M | Reduce -3.5% |
| IVLU iShares MSCI International V | 0.22% | 46,742 | $1.4M | Reduce -37.6% |
| ADP Automatic Data Processing | 0.21% | 4,462 | $1.4M | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.21% | 21,537 | $1.4M | Add +28.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.20% | 35,718 | $1.3M | New |
| CAT Caterpillar Inc. | 0.20% | 3,918 | $1.3M | Reduce -0.7% |
| BX Blackstone Inc. | 0.20% | 9,209 | $1.3M | Reduce -1.4% |
| IEV iShares Europe ETF | 0.20% | 22,086 | $1.3M | Reduce -16.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 3,375 | $1.3M | Add +12.7% |
| PFE Pfizer Inc. | 0.19% | 48,661 | $1.2M | Add +6.5% |
| TCAF T Rowe PRC Cap Appreciation | 0.19% | 37,804 | $1.2M | Add +5.5% |
| LMT Lockheed Martin Corp. | 0.18% | 2,707 | $1.2M | Reduce -26.2% |
| IAU iShares Gold Trust | 0.18% | 20,498 | $1.2M | Add +14.6% |
| AMGN Amgen Inc. | 0.18% | 3,836 | $1.2M | Reduce -0.2% |
| WM Waste Management Inc. | 0.18% | 5,106 | $1.2M | Reduce -0.2% |
| NOW ServiceNow Inc. | 0.18% | 1,478 | $1.2M | Add +0.4% |
| VZ Verizon Communications Inc. | 0.18% | 25,862 | $1.2M | Add +1.6% |
| LOW Lowe's Cos Inc. | 0.18% | 5,019 | $1.2M | Reduce -1.1% |
| TLT iShares 20+ Year Treasury BD | 0.17% | 12,616 | $1.1M | Reduce -57.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 2,722 | $1.1M | No change |
| NVS Novartis AG-Sponsored ADR | 0.17% | 10,121 | $1.1M | Add +1.4% |
| LIN Linde PLC | 0.17% | 2,345 | $1.1M | Add +2.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.16% | 35,805 | $1.1M | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 23,696 | $1.1M | Reduce -3.3% |
| EEM iShares MSCI Emerging Market | 0.16% | 24,489 | $1.1M | Add +57.9% |
| EPD Enterprise Products Partners | 0.16% | 30,887 | $1.1M | Add +2.0% |
| T AT&T Inc. | 0.16% | 37,166 | $1.1M | Reduce -4.0% |
| ORCL Oracle Corp. | 0.16% | 7,468 | $1.0M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.16% | 2,701 | $1.0M | Add +8.2% |
| RDVY First Trust Rising Dividend | 0.16% | 17,648 | $1.0M | Add +0.0% |
| FNF Fidelity National Financial | 0.16% | 15,846 | $1.0M | Reduce -1.7% |
| EVCM Evercommerce Inc. | 0.16% | 102,106 | $1.0M | No change |
| BIV Vanguard Intermediate-Term B | 0.16% | 13,423 | $1.0M | Reduce -3.6% |
| TXN Texas Instruments Inc. | 0.16% | 5,688 | $1.0M | Add +4.8% |
| OUNZ Vaneck Merk Gold ETF | 0.16% | 33,890 | $1.0M | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.15% | 1,864 | $1.0M | Reduce -8.2% |
| NEE Nextera Energy Inc. | 0.15% | 14,051 | $996K | Add +1.5% |
| FNV Franco-Nevada Corp. | 0.15% | 6,291 | $991K | Reduce -3.7% |
| MDLZ Mondelez International Inc. Class A | 0.15% | 14,550 | $987K | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 15,934 | $972K | Add +36.4% |
| CRM Salesforce Inc. | 0.14% | 3,533 | $948K | Reduce -0.2% |
| TTE Totalenergies SE -Spon ADR | 0.14% | 14,646 | $947K | Add +1.2% |
| XLK SS Technology Select Sector | 0.14% | 4,549 | $939K | Reduce -0.8% |
| CP Canadian Pacific Kansas City | 0.14% | 13,140 | $922K | Reduce -2.1% |
| TLH iShares 10-20 Year Treasury | 0.14% | 8,808 | $914K | Reduce -9.3% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 7,083 | $913K | Add +1.2% |
| NFLX Netflix Inc. | 0.14% | 963 | $898K | Reduce -2.5% |
| ACN Accenture PLC Class A | 0.14% | 2,878 | $898K | Add +0.8% |
| ETN Eaton Corp. PLC | 0.13% | 3,252 | $884K | Add +2.7% |
| CNI Canadian Natl Railway Co. | 0.13% | 9,061 | $883K | Reduce -1.6% |
| AXP American Express Co. | 0.13% | 3,273 | $881K | Reduce -3.6% |
| DUK Duke Energy Corp. | 0.13% | 7,099 | $866K | Add +0.3% |
| XLE SS Energy Select Sector | 0.13% | 9,196 | $859K | Add +1.3% |
| OKE Oneok Inc. | 0.13% | 8,342 | $828K | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 3,132 | $805K | Add +10.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $798K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 3,545 | $786K | Add +5.0% |
| GEV GE Vernova Inc. | 0.12% | 2,543 | $776K | Reduce -4.5% |
| EGHT 8X8 Inc. | 0.12% | 382,721 | $765K | No change |
| SCHF Schwab Intl Equity ETF | 0.12% | 38,528 | $762K | No change |
| ILCV iShares Morningstar Value Et | 0.12% | 9,331 | $760K | New |
| VNQ Vanguard Real Estate ETF | 0.11% | 8,235 | $746K | Reduce -3.7% |
| SHOP Shopify Inc. Class A | 0.11% | 7,781 | $743K | Reduce -6.8% |
| AGG iShares Core U.S. Aggregate | 0.11% | 7,423 | $734K | Reduce -16.6% |
| GLW Corning Inc. | 0.11% | 16,028 | $734K | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.11% | 2,032 | $734K | Add +0.6% |
| COR Cencora Inc. | 0.11% | 2,627 | $731K | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.11% | 3,876 | $729K | Add +1.0% |
| HUBS HubSpot Inc. | 0.11% | 1,274 | $728K | Add +3.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.11% | 1,491 | $723K | Add +0.7% |
| WSO Watsco Inc. | 0.11% | 1,422 | $723K | Reduce -5.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.11% | 17,558 | $716K | No change |
| NKE Nike Inc. Class B | 0.11% | 11,239 | $713K | Reduce -3.5% |
| DELL Dell Technologies -C | 0.11% | 7,816 | $712K | Reduce -0.1% |
| C Citigroup Inc. | 0.11% | 9,912 | $704K | Reduce -3.0% |
| MYCF State Street MY2026 Corporat | 0.11% | 27,823 | $698K | No change |
| WMT Walmart Inc. | 0.11% | 7,902 | $694K | Add +5.5% |
| UNP Union Pacific Corp. | 0.10% | 2,913 | $688K | Reduce -3.5% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 7,548 | $684K | Add +38.3% |
| SPGI S&P Global Inc. | 0.10% | 1,339 | $680K | Add +2.7% |
| BRO Brown & Brown Inc. | 0.10% | 5,437 | $676K | Reduce -1.6% |
| MMM 3M Co. | 0.10% | 4,507 | $662K | Add +4.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.10% | 18,466 | $658K | Add +28.4% |
| CL Colgate-Palmolive Co. | 0.10% | 6,938 | $650K | Reduce -0.4% |
| CB Chubb Ltd. | 0.10% | 2,143 | $647K | Add +4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 6,535 | $645K | Reduce -4.9% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.10% | 20,865 | $644K | Reduce -16.1% |
| ECL Ecolab Inc. | 0.10% | 2,521 | $639K | Add +4.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.10% | 5,741 | $634K | Reduce -4.7% |
| UPS United Parcel Service Class B | 0.10% | 5,748 | $632K | Add +6.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.10% | 13,225 | $630K | Reduce -0.9% |
| ICE Intercontinental Exchange Inc. | 0.10% | 3,629 | $626K | Add +119.3% |
| GNMA iShares Gnma Bond ETF | 0.09% | 14,095 | $619K | Reduce -1.1% |
| CMCSA Comcast Corp. Class A | 0.09% | 16,564 | $611K | Reduce -4.3% |
| MDT Medtronic PLC | 0.09% | 6,644 | $597K | Reduce -0.5% |
| ZTS Zoetis Inc. | 0.09% | 3,609 | $594K | Reduce -4.5% |
| HACK Amplify Cybersecurity ETF | 0.09% | 8,266 | $594K | Add +12.9% |
| UBER Uber Technologies Inc. | 0.09% | 8,138 | $593K | Add +35.6% |
| BA The Boeing Co. | 0.09% | 3,455 | $589K | Add +6.0% |
| DHR Danaher Corp. | 0.09% | 2,846 | $583K | Add +12.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 1,636 | $577K | Reduce -15.8% |
| CVS CVS Health Corp. | 0.09% | 8,507 | $576K | Reduce -10.3% |
| IBDR iShares Ibonds Dec 2026 Term | 0.09% | 23,129 | $560K | Add +22.2% |
| FDS Factset Research Systems Inc. | 0.08% | 1,201 | $546K | Reduce -0.2% |
| SNOW Snowflake Inc. | 0.08% | 3,733 | $546K | Add +7.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 3,282 | $545K | Reduce -9.1% |
| FAF First American Financial | 0.08% | 8,176 | $537K | Add +1.3% |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 3,914 | $531K | Reduce -0.8% |
| SPTS SS SPDR P St Term TSY ETF | 0.08% | 18,049 | $528K | No change |
| INTU Intuit Inc. | 0.08% | 859 | $527K | Add +80.5% |
| SCHW Schwab (charles) Corp. | 0.08% | 6,691 | $524K | Reduce -7.2% |
| VLUE iShares MSCI USA Value Facto | 0.08% | 4,884 | $521K | No change |
| NOC Northrop Grumman Corp. | 0.08% | 1,015 | $520K | Add +23.9% |
| MRSH Marsh & McLennan Cos | 0.08% | 2,129 | $520K | Add +1.7% |
| PANW Palo Alto Networks Inc. | 0.08% | 3,040 | $519K | Add +0.0% |
| AON Aon PLC Class A | 0.08% | 1,299 | $518K | Reduce -0.4% |
| SYY Sysco Corp. | 0.08% | 6,839 | $513K | Add +3.4% |
| COP Conocophillips | 0.08% | 4,825 | $507K | Reduce -1.8% |
| SCHB Schwab US Broad Market ETF | 0.08% | 23,304 | $502K | No change |
| BOTZ Global X Robotics & Artifici | 0.08% | 17,599 | $501K | Add +6.5% |
| CWK Cushman & Wakefield UK Holdc | 0.08% | 48,526 | $496K | No change |
| PH Parker Hannifin Corp. | 0.07% | 802 | $487K | Reduce -1.5% |
| IXUS iShares Core Intl Stock ETF | 0.07% | 6,934 | $484K | Add +3.9% |
| STT State Street Corp. | 0.07% | 5,404 | $484K | Add +1.1% |
| IWV iShares Russell 3000 ETF | 0.07% | 1,521 | $483K | Reduce -0.9% |
| IEF iShares 7-10 Year Treasury B | 0.07% | 5,025 | $479K | Reduce -7.7% |
| PTLC Pacer Trendpilot US Large Ca | 0.07% | 9,278 | $477K | Reduce -1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.07% | 9,023 | $473K | Reduce -0.7% |
| JMOM JPMorgan US Momentum Factor | 0.07% | 8,363 | $471K | New |
| AMD Advanced Micro Devices | 0.07% | 4,579 | $470K | Reduce -16.8% |
| XLV SS Health Care Select Sector | 0.07% | 3,201 | $467K | Reduce -1.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.07% | 3,903 | $462K | Reduce -0.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 8,922 | $462K | Add +78.2% |
| HIMU iShares High Yild Muni A ETF | 0.07% | 9,326 | $462K | New |
| RSG Republic Services Inc. | 0.07% | 1,901 | $460K | Add +0.2% |
| CMI Cummins Inc. | 0.07% | 1,462 | $458K | Reduce -10.4% |
| TT Trane Technologies PLC | 0.07% | 1,335 | $450K | Add +0.7% |
| CBZ Cbiz Inc. | 0.07% | 5,863 | $445K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 4,238 | $434K | No change |
| INTC Intel Corp. | 0.07% | 19,090 | $434K | Add +0.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 42,645 | $428K | Reduce -29.8% |
| BKLC BNY Mellon US LRG Cap Cor | 0.06% | 4,016 | $427K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.06% | 5,364 | $423K | Reduce -0.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.06% | 12,727 | $423K | No change |
| EMGF iShares Emerging Markets Equ | 0.06% | 8,993 | $421K | Add +33.0% |
| TIP iShares Tips Bond ETF | 0.06% | 3,780 | $420K | Reduce -3.6% |
| PSX Phillips 66 | 0.06% | 3,400 | $420K | Reduce -0.9% |
| GILD Gilead Sciences Inc. | 0.06% | 3,676 | $412K | Add +7.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.06% | 3,974 | $411K | Add +34.5% |
| EW Edwards Lifesciences Corp. | 0.06% | 5,541 | $402K | Reduce -0.6% |
| ED Consolidated Edison Inc. | 0.06% | 3,619 | $400K | Add +2.3% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 1,991 | $399K | Reduce -6.6% |
| NET Cloudflare Inc. Class A | 0.06% | 3,537 | $399K | Add +62.1% |
| VFH Vanguard Financials ETF | 0.06% | 3,300 | $394K | No change |
| XLP SS Consumer Staples Sel Sect | 0.06% | 4,784 | $391K | No change |
| FDX FedEx Corp. | 0.06% | 1,587 | $387K | Reduce -4.7% |
| NDAQ Nasdaq Inc. | 0.06% | 5,016 | $381K | Reduce -0.1% |
| CHD Church & Dwight Co. Inc. | 0.06% | 3,450 | $380K | Add +0.3% |
| BABA Alibaba Group Holding-SP ADR | 0.06% | 2,866 | $379K | New |
| IWN iShares Russell 2000 Value E | 0.06% | 2,483 | $375K | Reduce -1.0% |
| IXN iShares Global Tech ETF | 0.06% | 4,939 | $374K | Reduce -0.5% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.06% | 32,689 | $366K | No change |
| WTW Willis Towers Watson PLC | 0.06% | 1,076 | $364K | Reduce -5.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.06% | 14,947 | $361K | Add +77.0% |
| ANET Arista Networks Inc. | 0.05% | 4,612 | $357K | Reduce -4.9% |
| WFC Wells Fargo & Co. | 0.05% | 4,973 | $357K | Reduce -9.3% |
| GOVT iShares US Treasury Bond ETF | 0.05% | 15,401 | $354K | Reduce -5.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 5,074 | $352K | Reduce -33.4% |
| IYE iShares U.S. Energy ETF | 0.05% | 7,144 | $352K | Reduce -10.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.05% | 2,922 | $350K | No change |
| PWR Quanta Services Inc. | 0.05% | 1,372 | $349K | Reduce -0.7% |
| MU Micron Technology Inc. | 0.05% | 4,011 | $349K | Add +2.7% |
| DE Deere & Co. | 0.05% | 739 | $347K | Reduce -9.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.05% | 7,076 | $345K | Add +22.5% |
| ADI Analog Devices Inc. | 0.05% | 1,692 | $341K | Add +2.8% |
| XAR SS SPDR S&P Aerospace Def | 0.05% | 2,105 | $338K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 1,876 | $335K | Add +3.9% |
| KMI Kinder Morgan Inc. | 0.05% | 11,688 | $333K | Reduce -7.4% |
| UCON First Trust Smith Unconstrai | 0.05% | 13,455 | $333K | No change |
| TOST Toast Inc. Class A | 0.05% | 9,977 | $331K | Add +0.8% |
| CSX CSX Corp. | 0.05% | 11,238 | $331K | Reduce -5.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.05% | 4,685 | $323K | New |
| KKR KKR & Co. Inc. | 0.05% | 2,769 | $320K | Add +5.6% |
| SOFI Sofi Technologies Inc. | 0.05% | 27,315 | $318K | Add +101.4% |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 2,701 | $317K | Add +0.9% |
| SBUX Starbucks Corp. | 0.05% | 3,224 | $316K | Add +14.0% |
| TER Teradyne Inc. | 0.05% | 3,827 | $316K | Add +0.4% |
| DTD Wisdomtree US Total Dividend | 0.05% | 4,105 | $316K | No change |
| SMMD iShares Russell 2500 ETF | 0.05% | 4,995 | $312K | Reduce -0.2% |
| AWK American Water Works Co. Inc. | 0.05% | 2,115 | $312K | Add +4.9% |
| IGRO iShares Intl Div Growth ETF | 0.05% | 4,304 | $312K | Add +13.8% |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 3,222 | $309K | Reduce -15.5% |
| O Realty Income Corp. | 0.05% | 5,241 | $304K | Reduce -4.6% |
| ET Energy Transfer LP | 0.05% | 16,236 | $302K | Reduce -1.2% |
| JPST JPMorgan Ultra-Short Income | 0.05% | 5,952 | $301K | No change |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.05% | 9,395 | $299K | Reduce -0.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 3,591 | $299K | No change |
| VXF Vanguard Extended Market ETF | 0.05% | 1,732 | $298K | No change |
| THRO iShares U.S. Thematic Rotati | 0.05% | 9,410 | $298K | New |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 3,771 | $295K | Add +17.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.04% | 2,350 | $293K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 6,996 | $292K | Add +1.4% |
| MTD Mettler-Toledo International | 0.04% | 246 | $291K | Reduce -0.4% |
| COIN Coinbase Global Inc. Class A | 0.04% | 1,679 | $289K | New |
| SLV iShares Silver Trust | 0.04% | 9,286 | $288K | Reduce -1.5% |
| WMB Williams Cos Inc. | 0.04% | 4,747 | $284K | Add +11.1% |
| CINF Cincinnati Financial Corp. | 0.04% | 1,911 | $282K | Add +0.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.04% | 9,715 | $275K | Add +11.5% |
| MRVL Marvell Technology Inc. | 0.04% | 4,428 | $273K | Reduce -2.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 411 | $272K | Add +7.6% |
| BTI British American Tob-SP ADR | 0.04% | 6,528 | $270K | Reduce -0.8% |
| LHX L3HARRIS Technologies Inc. | 0.04% | 1,278 | $267K | Reduce -0.6% |
| ITW Illinois Tool Works | 0.04% | 1,074 | $266K | Reduce -3.9% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.04% | 3,614 | $265K | Add +5.3% |
| QCOM Qualcomm Inc. | 0.04% | 1,717 | $264K | Add +0.5% |
| XLF SS Financial Select Sector | 0.04% | 5,291 | $264K | Add +1.1% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 1,519 | $263K | Reduce -10.3% |
| NVT Nvent Electric PLC | 0.04% | 5,005 | $262K | Reduce -0.6% |
| NUE Nucor Corp. | 0.04% | 2,177 | $262K | Reduce -1.5% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.04% | 5,097 | $259K | Add +21.4% |
| DFS Discover Financial Services | 0.04% | 1,516 | $259K | Add +4.5% |
| WY Weyerhaeuser Co. | 0.04% | 8,722 | $255K | Reduce -9.0% |
| PSK SS SPDR Ice Pref Sec ETF | 0.04% | 7,875 | $255K | No change |
| BR Broadridge Financial Solutio | 0.04% | 1,049 | $254K | Add +0.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 3,066 | $254K | New |
| VGK Vanguard Ftse Europe ETF | 0.04% | 3,605 | $253K | No change |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.04% | 10,212 | $252K | No change |
| PAYX Paychex Inc. | 0.04% | 1,626 | $251K | Add +1.1% |
| TTWO Take-Two Interactive Softwre | 0.04% | 1,208 | $250K | Add +2.7% |
| UL Unilever PLC | 0.04% | 4,197 | $250K | Reduce -2.2% |
| PBA Pembina Pipeline Corp. | 0.04% | 6,207 | $248K | New |
| DOW Dow Inc. | 0.04% | 7,085 | $247K | Reduce -8.3% |
| KEY Keycorp | 0.04% | 15,405 | $246K | Reduce -2.3% |
| ISRG Intuitive Surgical Inc. | 0.04% | 495 | $245K | Reduce -0.2% |
| HUBB Hubbell Inc. | 0.04% | 739 | $245K | Reduce -1.7% |
| SONY Sony Group Corp. - SP ADR | 0.04% | 9,526 | $242K | New |
| NUV Nuveen Municipal Value | 0.04% | 27,370 | $240K | No change |
| NGG National Grid PLC-SP ADR | 0.04% | 3,649 | $239K | Add +4.0% |
| IGM iShares Expanded Tech Sector | 0.04% | 2,625 | $238K | Add +23.4% |
| DOV Dover Corp. | 0.04% | 1,354 | $238K | Add +0.4% |
| SO The Southern Co. | 0.04% | 2,566 | $236K | Add +0.9% |
| MSCI MSCI Inc. | 0.04% | 415 | $235K | Add +0.5% |
| IFRA iShares US Infrastructure | 0.04% | 5,182 | $234K | Reduce -75.6% |
| GM General Motors Co. | 0.04% | 4,958 | $233K | Add +3.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.04% | 2,518 | $231K | Reduce -53.1% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 4,932 | $231K | New |
| JHML John Hancock Multi Fact LRG | 0.04% | 3,412 | $230K | No change |
| KHC The Kraft Heinz Co. | 0.03% | 7,521 | $229K | Add +0.6% |
| PYPL PayPal Holdings Inc. | 0.03% | 3,475 | $227K | Add +1.6% |
| CARR Carrier Global Corp. | 0.03% | 3,572 | $226K | Add +3.3% |
| IDXX Idexx Laboratories Inc. | 0.03% | 533 | $224K | Add +3.7% |
| EMR Emerson Electric Co. | 0.03% | 2,036 | $223K | Reduce -1.2% |
| AXON Axon Enterprise Inc. | 0.03% | 423 | $222K | Reduce -1.9% |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.03% | 5,941 | $221K | No change |
| SCHA Schwab US Small-Cap ETF | 0.03% | 9,338 | $219K | Add +10.5% |
| IBN Icici Bank Ltd.-Spon ADR | 0.03% | 6,929 | $218K | Reduce -1.9% |
| XLI SS Industrial Select Sector | 0.03% | 1,664 | $218K | No change |
| GDX Vaneck Gold Miners ETF | 0.03% | 4,701 | $216K | New |
| APD Air Products & Chemicals Inc. | 0.03% | 730 | $215K | Reduce -12.7% |
| DD Dupont DE Nemours Inc. | 0.03% | 2,880 | $215K | Reduce -3.2% |
| TRV The Travelers Cos Inc. | 0.03% | 806 | $213K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 1,947 | $212K | New |
| SHEL Shell PLC-ADR | 0.03% | 2,853 | $209K | New |
| SCHP Schwab U.S. Tips ETF | 0.03% | 7,695 | $207K | Reduce -1.7% |
| FV First Trust DW Focus 5 Fund | 0.03% | 3,755 | $206K | Add +0.2% |
| FTCS First Trust Capital Strength | 0.03% | 2,293 | $206K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 2,781 | $204K | New |
| URI United Rentals Inc. | 0.03% | 325 | $204K | Reduce -10.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 5,546 | $202K | New |
| TQQQ Proshares Ultrapro QQQ | 0.03% | 3,515 | $201K | Add +11.8% |
| TGT Target Corp. | 0.03% | 1,929 | $201K | Add +24.4% |
| FDVV Fidelity High Dividend ETF | 0.03% | 4,047 | $201K | New |
| BROOKLINE BANCORP INC | 0.03% | 16,000 | $174K | No change |
| NBB Nuveen Taxable Municipal Inc. | 0.03% | 10,500 | $168K | No change |
| BTZ BlackRock Credit Allocation | 0.02% | 14,000 | $150K | Reduce -17.6% |
| SLQT Selectquote Inc. | 0.02% | 44,211 | $148K | No change |
| WIT Wipro Ltd.-ADR | 0.01% | 24,337 | $74K | Add +2.2% |