| AAPL Apple Inc. | 3.69% | 82,618 | $14.2M | Add +12.1% |
| COIN Coinbase Global Inc. Class A | 3.63% | 52,648 | $14.0M | Reduce -85.1% |
| MSFT Microsoft Corp. | 3.27% | 29,889 | $12.6M | Add +22.1% |
| NVDA Nvidia Corp. | 3.19% | 13,555 | $12.2M | Reduce -4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.48% | 18,261 | $9.6M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 2.46% | 155,578 | $9.4M | Add +15.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 2.34% | 126,877 | $9.0M | Reduce -4.3% |
| AMZN Amazon.com Inc. | 1.98% | 42,302 | $7.6M | Add +16.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.78% | 35,611 | $6.8M | Add +13.4% |
| GOOG Alphabet Inc. Class C | 1.58% | 39,877 | $6.1M | Add +14.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.42% | 12,966 | $5.5M | Add +18.3% |
| JPM JPMorgan Chase & Co. | 1.38% | 26,571 | $5.3M | Add +53.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.35% | 13,012 | $5.2M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.29% | 9,405 | $4.9M | Add +541.1% |
| V Visa Inc. Class A | 1.27% | 17,558 | $4.9M | Add +7.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.24% | 10,749 | $4.8M | Reduce -0.8% |
| CVX Chevron Corp. | 1.23% | 29,869 | $4.7M | Add +17.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.20% | 18,425 | $4.6M | Reduce -2.4% |
| JNJ Johnson & Johnson | 1.18% | 28,732 | $4.5M | Add +6.1% |
| META Meta Platforms Inc. Class A | 1.16% | 9,215 | $4.5M | Add +12.8% |
| COST Costco Wholesale Corp. | 1.16% | 6,089 | $4.5M | Add +8.4% |
| CAT Caterpillar Inc. | 1.13% | 11,823 | $4.3M | Add +14.4% |
| GTLB Gitlab Inc. Class A | 1.12% | 73,846 | $4.3M | New |
| MCD McDonald's Corp. | 1.09% | 14,917 | $4.2M | Add +2.1% |
| HD Home Depot Inc. | 1.09% | 10,904 | $4.2M | Add +4.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.02% | 71,733 | $3.9M | Add +4.3% |
| WM Waste Management Inc. | 0.99% | 17,868 | $3.8M | Add +7.2% |
| INTU Intuit Inc. | 0.96% | 5,699 | $3.7M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.91% | 20,747 | $3.5M | Reduce -4.5% |
| GPC Genuine Parts Co. | 0.90% | 22,287 | $3.5M | Add +19.5% |
| GOOGL Alphabet Inc. Class A | 0.80% | 20,273 | $3.1M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.79% | 26,106 | $3.0M | Add +12.7% |
| GLDM SPDR Gold Minishares Trust | 0.75% | 65,055 | $2.9M | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.74% | 17,433 | $2.8M | Add +32.2% |
| ADP Automatic Data Processing | 0.73% | 11,173 | $2.8M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 22,443 | $2.7M | Reduce -11.3% |
| CRM Salesforce Inc. | 0.71% | 9,106 | $2.7M | Add +19.7% |
| MAR Marriott International Class A | 0.71% | 10,810 | $2.7M | Add +4.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.70% | 58,306 | $2.7M | Reduce -27.8% |
| AMGN Amgen Inc. | 0.70% | 9,410 | $2.7M | Reduce -7.0% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.69% | 46,658 | $2.6M | Reduce -2.7% |
| AVGO Broadcom Inc. | 0.67% | 1,940 | $2.6M | Add +126.1% |
| ECL Ecolab Inc. | 0.63% | 10,468 | $2.4M | Reduce -4.0% |
| UNH Unitedhealth Group Inc. | 0.61% | 4,718 | $2.3M | Add +21.0% |
| MET Metlife Inc. | 0.60% | 31,333 | $2.3M | Reduce -7.2% |
| SYK Stryker Corp. | 0.59% | 6,365 | $2.3M | Reduce -1.6% |
| HON Honeywell International Inc. | 0.59% | 11,023 | $2.3M | Add +7.1% |
| ABBV Abbvie Inc. | 0.58% | 12,178 | $2.2M | Add +5.5% |
| XLK SS Technology Select Sector | 0.55% | 10,105 | $2.1M | Add +1.8% |
| ADBE Adobe Inc. | 0.55% | 4,159 | $2.1M | Add +5.3% |
| FDN First Trust DJ Internet Ind | 0.53% | 9,931 | $2.0M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.52% | 5,796 | $2.0M | Add +11.4% |
| WDAY Workday Inc. Class A | 0.49% | 6,957 | $1.9M | Reduce -6.7% |
| BLK BlackRock Finance Inc. | 0.49% | 2,267 | $1.9M | Reduce -3.8% |
| GLD SPDR Gold Shares | 0.49% | 9,137 | $1.9M | Add +5.8% |
| EMR Emerson Electric Co. | 0.49% | 16,440 | $1.9M | Add +24.8% |
| PEP Pepsico Inc. | 0.48% | 10,538 | $1.8M | Add +10.0% |
| GS Goldman Sachs Group Inc. | 0.47% | 4,342 | $1.8M | Add +20.5% |
| PLD Prologis Inc. | 0.47% | 13,875 | $1.8M | Add +27.8% |
| SCHW Schwab (charles) Corp. | 0.47% | 24,774 | $1.8M | Add +24.1% |
| VZ Verizon Communications Inc. | 0.46% | 42,277 | $1.8M | Reduce -28.1% |
| LGLV SPDR US LC Low Vol Idx | 0.46% | 11,384 | $1.8M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.45% | 15,066 | $1.7M | Reduce -6.3% |
| ESGD iShares Trust iShares ESG Aw | 0.44% | 20,951 | $1.7M | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 4,606 | $1.6M | Reduce -1.7% |
| IDV iShares International Select | 0.41% | 56,325 | $1.6M | Add +0.8% |
| PAYX Paychex Inc. | 0.41% | 12,825 | $1.6M | Reduce -19.3% |
| PANW Palo Alto Networks Inc. | 0.41% | 5,531 | $1.6M | Add +13.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.41% | 40,523 | $1.6M | Reduce -0.2% |
| CVS CVS Health Corp. | 0.40% | 19,268 | $1.5M | Add +2.7% |
| DVY iShares Select Dividend ETF | 0.40% | 12,357 | $1.5M | Reduce -0.7% |
| ROST Ross Stores Inc. | 0.39% | 10,310 | $1.5M | Add +2.3% |
| NKE Nike Inc. Class B | 0.39% | 15,992 | $1.5M | Reduce -15.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.38% | 11,442 | $1.5M | Add +46.3% |
| NFLX Netflix Inc. | 0.38% | 2,396 | $1.5M | Add +76.0% |
| OEF iShares S&P 100 ETF | 0.38% | 5,871 | $1.5M | Add +0.1% |
| STE Steris PLC | 0.38% | 6,456 | $1.5M | Reduce -13.3% |
| RY Royal Bank of Canada | 0.37% | 14,198 | $1.4M | Reduce -27.4% |
| IEX Idex Corp. | 0.37% | 5,812 | $1.4M | Reduce -17.9% |
| ESS Essex Property Trust Inc. | 0.37% | 5,783 | $1.4M | Add +12.8% |
| NDSN Nordson Corp. | 0.36% | 5,087 | $1.4M | Reduce -6.8% |
| DD Dupont DE Nemours Inc. | 0.36% | 17,980 | $1.4M | Reduce -40.5% |
| FGD First Trust DJ GL Sel DVD | 0.36% | 60,227 | $1.4M | Reduce -1.2% |
| CACI Caci International Inc. Class A | 0.34% | 3,485 | $1.3M | Reduce -1.4% |
| MELI MercadoLibre Inc. | 0.34% | 870 | $1.3M | No change |
| NGG National Grid PLC-SP ADR | 0.34% | 19,232 | $1.3M | Reduce -22.6% |
| WMT Walmart Inc. | 0.34% | 21,547 | $1.3M | Add +24.9% |
| USB US Bancorp | 0.32% | 27,881 | $1.2M | Reduce -2.8% |
| ABNB Airbnb Inc. Class A | 0.32% | 7,534 | $1.2M | Add +0.4% |
| ITW Illinois Tool Works | 0.32% | 4,573 | $1.2M | Reduce -6.8% |
| UBER Uber Technologies Inc. | 0.32% | 15,886 | $1.2M | Add +45.0% |
| VCIT Vanguard Int-Term Corporate | 0.31% | 14,925 | $1.2M | Reduce -48.8% |
| ITB iShares U.S. Home Constructi | 0.31% | 10,311 | $1.2M | Reduce -1.1% |
| SCHB Schwab US Broad Market ETF | 0.30% | 18,849 | $1.2M | Reduce -4.1% |
| SBUX Starbucks Corp. | 0.30% | 12,510 | $1.1M | Reduce -21.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 6,984 | $1.1M | Add +0.3% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 13,564 | $1.1M | Reduce -8.3% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 15,415 | $1.1M | New |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 1,854 | $1.1M | Add +69.3% |
| KO The Coca-Cola Co. | 0.27% | 17,155 | $1.0M | Add +118.4% |
| SIVR Abrdn Physical Silver Shares | 0.27% | 43,818 | $1.0M | Reduce -3.8% |
| FDX FedEx Corp. | 0.26% | 3,461 | $1.0M | Add +336.4% |
| RTX RTX Corp. | 0.26% | 10,271 | $1.0M | Reduce -26.4% |
| CDNS Cadence Design SYS Inc. | 0.26% | 3,182 | $990K | Add +11.3% |
| LLY Eli Lilly & Co. | 0.26% | 1,261 | $981K | New |
| XLF SS Financial Select Sector | 0.25% | 22,810 | $961K | Reduce -24.4% |
| XLY SS Consumer Disc Select Sect | 0.25% | 5,220 | $960K | Reduce -7.5% |
| GE General Electric | 0.25% | 5,427 | $953K | Reduce -8.8% |
| XLV SS Health Care Select Sector | 0.25% | 6,440 | $951K | Add +0.2% |
| VCLT Vanguard Long-Term Corp. Bond | 0.25% | 12,139 | $950K | Reduce -56.5% |
| COR Cencora Inc. | 0.25% | 3,883 | $944K | Add +62.6% |
| WPC WP Carey Inc. | 0.24% | 16,297 | $920K | Reduce -41.0% |
| LAMR Lamar Advertising Co. Class A | 0.24% | 7,672 | $916K | New |
| BDX Becton Dickinson and Co. | 0.24% | 3,694 | $914K | Reduce -32.2% |
| XLP SS Consumer Staples Sel Sect | 0.23% | 11,709 | $894K | Reduce -4.1% |
| AMT American Tower Corp. | 0.23% | 4,507 | $891K | Reduce -35.4% |
| XLE SS Energy Select Sector | 0.23% | 9,433 | $891K | Reduce -2.8% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 16,003 | $868K | Reduce -39.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.22% | 8,342 | $841K | Reduce -5.0% |
| TXN Texas Instruments Inc. | 0.21% | 4,649 | $810K | Reduce -24.6% |
| NOW ServiceNow Inc. | 0.21% | 1,061 | $809K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.21% | 6,325 | $796K | Reduce -37.7% |
| VGT Vanguard Info Tech ETF | 0.21% | 1,511 | $792K | Reduce -21.9% |
| KMB Kimberly-Clark Corp. | 0.20% | 6,019 | $779K | Reduce -37.6% |
| MA Mastercard Inc. Class A | 0.20% | 1,615 | $778K | New |
| DLR Digital Realty Trust Inc. | 0.20% | 5,391 | $777K | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.20% | 15,538 | $775K | Reduce -25.9% |
| YUM Yum! Brands Inc. | 0.20% | 5,516 | $765K | Reduce -18.9% |
| PH Parker Hannifin Corp. | 0.20% | 1,365 | $759K | Reduce -6.2% |
| IEUR iShares Core MSCI Europe ETF | 0.20% | 13,097 | $758K | No change |
| VEA Vanguard Ftse Developed ETF | 0.20% | 14,967 | $751K | Add +0.6% |
| INTC Intel Corp. | 0.19% | 16,481 | $728K | Reduce -21.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 9,712 | $721K | Reduce -1.0% |
| ELV Elevance Health Inc. | 0.18% | 1,312 | $680K | Add +55.8% |
| CLX Clorox Company | 0.17% | 4,379 | $670K | Reduce -29.9% |
| ROK Rockwell Automation Inc. | 0.17% | 2,282 | $665K | Reduce -39.9% |
| ORLY O'reilly Automotive Inc. | 0.17% | 582 | $657K | Add +83.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 3,419 | $653K | Reduce -24.4% |
| SDY SS SPDR S&P Dividend ETF | 0.17% | 4,866 | $639K | Reduce -0.8% |
| BFAM Bright Horizons Family Solut | 0.16% | 5,500 | $623K | Reduce -2.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 8,003 | $619K | Add +0.2% |
| TBLU Managed Portfolio Series | 0.16% | 12,989 | $607K | No change |
| UNP Union Pacific Corp. | 0.16% | 2,448 | $602K | Reduce -12.2% |
| AFL Aflac Inc. | 0.15% | 6,935 | $595K | New |
| ETN Eaton Corp. PLC | 0.15% | 1,871 | $585K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.15% | 9,209 | $567K | Reduce -1.6% |
| NTRS Northern Trust Corp. | 0.14% | 6,261 | $557K | Reduce -41.5% |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,156 | $556K | Reduce -13.6% |
| ORCL Oracle Corp. | 0.14% | 4,359 | $547K | New |
| IAU iShares Gold Trust | 0.14% | 12,841 | $539K | Reduce -24.6% |
| AWK American Water Works Co. Inc. | 0.14% | 4,412 | $539K | Reduce -44.8% |
| HDV iShares Core High Dividend E | 0.14% | 4,848 | $534K | Add +0.2% |
| AMAT Applied Materials Inc. | 0.14% | 2,576 | $531K | New |
| ISRG Intuitive Surgical Inc. | 0.14% | 1,330 | $531K | New |
| LIN Linde PLC | 0.13% | 1,095 | $508K | Reduce -1.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.13% | 12,328 | $502K | Add +0.0% |
| SWK Stanley Black & Decker Inc. | 0.13% | 5,003 | $490K | Reduce -44.5% |
| GILD Gilead Sciences Inc. | 0.13% | 6,623 | $485K | Reduce -46.1% |
| DOCU Docusign Inc. | 0.13% | 8,086 | $482K | New |
| COP Conocophillips | 0.12% | 3,771 | $480K | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.12% | 5,847 | $478K | Reduce -14.3% |
| MMM 3M Co. | 0.12% | 4,479 | $475K | Add +50.0% |
| TIP iShares Tips Bond ETF | 0.12% | 4,417 | $474K | Reduce -7.2% |
| O Realty Income Corp. | 0.12% | 8,729 | $472K | New |
| URI United Rentals Inc. | 0.12% | 652 | $470K | New |
| REGN Regeneron Pharmaceuticals | 0.12% | 487 | $469K | New |
| SCHX Schwab US Large-Cap ETF | 0.12% | 7,360 | $457K | Reduce -5.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.12% | 18,085 | $456K | Reduce -55.4% |
| ICE Intercontinental Exchange Inc. | 0.12% | 3,315 | $456K | New |
| SCHF Schwab Intl Equity ETF | 0.12% | 11,539 | $450K | Reduce -9.3% |
| GIS General Mills Inc. | 0.12% | 6,328 | $443K | New |
| IMCB iShares Morningstar Mid-Cap | 0.11% | 6,001 | $437K | Reduce -0.8% |
| BA The Boeing Co. | 0.11% | 2,261 | $436K | Reduce -6.2% |
| VHT Vanguard Health Care ETF | 0.11% | 1,533 | $415K | Reduce -18.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.11% | 4,883 | $405K | Reduce -0.3% |
| FVD First Trust Value Line DVD | 0.10% | 9,333 | $394K | Reduce -3.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 2,505 | $391K | Add +1.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.10% | 5,011 | $389K | Add +0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 1,631 | $385K | Add +0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 1,466 | $382K | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.10% | 4,371 | $378K | Add +0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 3,685 | $374K | New |
| DHR Danaher Corp. | 0.10% | 1,471 | $367K | No change |
| LUV Southwest Airlines Co. | 0.10% | 12,580 | $367K | Reduce -43.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.09% | 14,662 | $364K | Reduce -23.1% |
| AVB Avalonbay Communities Inc. | 0.09% | 1,925 | $357K | Reduce -10.7% |
| ADI Analog Devices Inc. | 0.09% | 1,786 | $353K | Reduce -1.8% |
| EQIX Equinix Inc. | 0.09% | 424 | $350K | Reduce -1.2% |
| RSG Republic Services Inc. | 0.09% | 1,815 | $347K | Reduce -11.3% |
| IEMG iShares Core MSCI Emerging | 0.09% | 6,677 | $345K | No change |
| EWJ iShares MSCI Japan ETF | 0.09% | 4,814 | $344K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.09% | 5,175 | $341K | Reduce -2.7% |
| EMLP First Trust North American E | 0.09% | 11,425 | $337K | Add +0.6% |
| DUK Duke Energy Corp. | 0.09% | 3,434 | $332K | New |
| TSLA Tesla Inc. | 0.08% | 1,831 | $322K | Add +1.9% |
| VIS Vanguard Industrials ETF | 0.08% | 1,315 | $321K | Reduce -18.5% |
| DON Wisdomtree US Midcap Dividen | 0.08% | 6,539 | $319K | Reduce -0.1% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.08% | 4,387 | $317K | Reduce -9.8% |
| KHC The Kraft Heinz Co. | 0.08% | 8,575 | $316K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 6,274 | $314K | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 3,680 | $309K | Add +2.2% |
| DVYE iShares Emerging Markets Div | 0.08% | 11,688 | $306K | Add +6.7% |
| JCI Johnson Controls Internation | 0.08% | 4,577 | $299K | New |
| SCHG Schwab US Large-Cap Growth | 0.08% | 3,224 | $299K | No change |
| IGV iShares Expanded Tech-Softwa | 0.08% | 3,455 | $295K | Reduce -0.7% |
| DPZ Domino's Pizza Inc. | 0.08% | 585 | $291K | Reduce -19.9% |
| TGT Target Corp. | 0.08% | 1,635 | $290K | Reduce -18.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.07% | 11,366 | $287K | Reduce -8.6% |
| PFE Pfizer Inc. | 0.07% | 9,997 | $277K | New |
| UPS United Parcel Service Class B | 0.07% | 1,852 | $275K | Add +11.8% |
| AX Axos Financial Inc. | 0.07% | 5,031 | $272K | Reduce -28.8% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.07% | 4,607 | $270K | Reduce -5.7% |
| VXUS Vanguard Total Intl Stock | 0.07% | 4,402 | $265K | Reduce -63.0% |
| SCHM Schwab US Mid Cap ETF | 0.07% | 3,244 | $264K | Reduce -2.8% |
| MRNA Moderna Inc. | 0.07% | 2,405 | $256K | New |
| VGIT Vanguard Intermediate-Term T | 0.07% | 4,377 | $256K | Reduce -56.4% |
| BIV Vanguard Intermediate-Term B | 0.07% | 3,396 | $256K | Reduce -22.1% |
| XYL Xylem Inc. | 0.07% | 1,945 | $251K | Reduce -6.7% |
| ENB Enbridge Inc. | 0.07% | 6,942 | $251K | New |
| VOX Vanguard Communication Servi | 0.06% | 1,875 | $246K | Reduce -18.7% |
| RDIV Invesco S&P Ultra Dividend | 0.06% | 5,341 | $245K | Reduce -15.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 2,300 | $236K | Add +0.4% |
| COF Capital One Financial Corp. | 0.06% | 1,575 | $235K | Reduce -29.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 2,914 | $234K | Reduce -1.9% |
| XLI SS Industrial Select Sector | 0.06% | 1,845 | $232K | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.06% | 1,225 | $229K | Add +0.2% |
| VGLT Vanguard Long-Term Treasury | 0.06% | 3,854 | $228K | Reduce -57.1% |
| DRI Darden Restaurants Inc. | 0.06% | 1,344 | $225K | Reduce -6.5% |
| SYY Sysco Corp. | 0.06% | 2,711 | $220K | Reduce -31.0% |
| EMB iShares JP Morgan Usd Emergi | 0.06% | 2,389 | $214K | Reduce -7.9% |
| PPLT Abrdn Physical Platinum SHRS | 0.06% | 2,558 | $214K | Reduce -56.2% |
| SUB iShares Short-Term National | 0.05% | 1,950 | $204K | Reduce -12.9% |
| TSCO Tractor Supply Company | 0.05% | 770 | $202K | New |
| DNP DNP Select Income Fund Inc. | 0.04% | 17,415 | $158K | No change |
| NCA Nuveen California Muni Val | 0.03% | 12,500 | $113K | No change |
| LEO BNY Mellon Strategic Muni | 0.02% | 10,415 | $64K | No change |