| AAPL Apple Inc. | 7.24% | 115,627 | $29.3M | Add +19.8% |
| NVDA Nvidia Corp. | 4.77% | 110,913 | $19.3M | Add +2.2% |
| MSFT Microsoft Corp. | 4.35% | 47,681 | $17.6M | Add +1.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.92% | 97,849 | $11.9M | Reduce -0.9% |
| JSTC Adasina Social Justice GLB | 2.79% | 579,447 | $11.3M | Add +6.9% |
| VEGN US Vegan Climate ETF | 2.78% | 199,265 | $11.3M | Add +23.0% |
| GOOGL Alphabet Inc. Class A | 2.53% | 35,741 | $10.3M | Reduce -3.2% |
| CHGX Stance Sustainable Beta ETF | 2.08% | 314,876 | $8.4M | Add +3.9% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 2.07% | 812,243 | $8.4M | Add +13.5% |
| HASI Ha Sustainable Infrastructur | 1.83% | 202,089 | $7.4M | Reduce -3.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.75% | 21,026 | $7.1M | Reduce -3.1% |
| GRNB Vaneck Green Bond ETF | 1.75% | 296,565 | $7.1M | Add +363.6% |
| ABBV Abbvie Inc. | 1.74% | 32,427 | $7.1M | Add +14.6% |
| NXTE Axs Green Alpha ETF | 1.51% | 156,551 | $6.1M | Reduce -23.6% |
| HD Home Depot Inc. | 1.44% | 17,783 | $5.8M | Add +0.1% |
| LLY Eli Lilly & Co. | 1.25% | 5,498 | $5.1M | Add +1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.24% | 7 | $5.0M | Add +250.0% |
| JPM JPMorgan Chase & Co. | 1.20% | 16,546 | $4.9M | Add +0.2% |
| OWNS CCM Affordable Hous MBS ETF | 1.10% | 256,409 | $4.4M | Add +55.2% |
| AMZN Amazon.com Inc. | 1.09% | 21,266 | $4.4M | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.99% | 3,036 | $4.0M | Reduce -10.7% |
| MA Mastercard Inc. Class A | 0.98% | 7,937 | $4.0M | Reduce -1.6% |
| ABT Abbott Laboratories | 0.90% | 35,470 | $3.6M | Add +14.4% |
| GOOG Alphabet Inc. Class C | 0.83% | 11,682 | $3.4M | Add +8.5% |
| COST Costco Wholesale Corp. | 0.82% | 3,341 | $3.3M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.81% | 22,699 | $3.3M | Add +24.4% |
| LIN Linde PLC | 0.80% | 6,554 | $3.2M | Reduce -1.9% |
| BEPC Brookfield Renewable Corp. | 0.78% | 79,816 | $3.2M | Reduce -6.2% |
| ETHO Amplify Etho Climate Leaders | 0.74% | 45,282 | $3.0M | Add +22.6% |
| PANW Palo Alto Networks Inc. | 0.69% | 17,386 | $2.8M | Add +3.9% |
| UPS United Parcel Service Class B | 0.64% | 26,379 | $2.6M | Add +1.1% |
| AXP American Express Co. | 0.62% | 8,331 | $2.5M | Add +0.1% |
| TT Trane Technologies PLC | 0.57% | 5,593 | $2.3M | Reduce -4.9% |
| UL Unilever PLC-Sponsored ADR | 0.53% | 37,871 | $2.2M | Add +4.7% |
| V Visa Inc. Class A | 0.53% | 7,127 | $2.2M | Add +3.4% |
| ECL Ecolab Inc. | 0.53% | 8,007 | $2.1M | Reduce -9.0% |
| JNJ Johnson & Johnson | 0.52% | 8,606 | $2.1M | Add +15.9% |
| ETN Eaton Corp. PLC | 0.52% | 5,865 | $2.1M | Reduce -6.7% |
| PEP Pepsico Inc. | 0.51% | 13,228 | $2.1M | Reduce -0.4% |
| CVMC Calvert US Mcap Core Resp | 0.50% | 31,380 | $2.0M | Add +40.6% |
| ICE Intercontinental Exchange Inc. | 0.49% | 12,725 | $2.0M | Reduce -2.1% |
| AWK American Water Works Co. Inc. | 0.49% | 14,573 | $2.0M | Add +1.6% |
| SHOP Shopify Inc. Class A | 0.47% | 15,931 | $1.9M | Reduce -1.6% |
| FTSD Franklin Short Duration U.S. | 0.45% | 20,115 | $1.8M | Add +15.0% |
| XYL Xylem Inc. | 0.45% | 15,252 | $1.8M | Add +24.0% |
| SHG Shinhan Financial Group-ADR | 0.44% | 28,947 | $1.8M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.43% | 14,589 | $1.8M | Reduce -0.7% |
| HLN Haleon PLC-ADR | 0.43% | 172,976 | $1.7M | Add +0.3% |
| SONY Sony Group Corp. - SP ADR | 0.42% | 82,582 | $1.7M | Reduce -0.3% |
| PNC PNC Financial Services Group | 0.42% | 8,148 | $1.7M | Reduce -1.9% |
| NOW ServiceNow Inc. | 0.42% | 16,193 | $1.7M | Reduce -1.6% |
| PLD Prologis Inc. | 0.41% | 12,616 | $1.7M | Add +0.0% |
| AMT American Tower Corp. | 0.41% | 9,599 | $1.7M | Reduce -29.1% |
| UNP Union Pacific Corp. | 0.40% | 6,760 | $1.6M | Reduce -3.9% |
| AMGN Amgen Inc. | 0.39% | 4,510 | $1.6M | Add +3.3% |
| AVGO Broadcom Inc. | 0.39% | 5,102 | $1.6M | Add +33.2% |
| MELI MercadoLibre Inc. | 0.39% | 909 | $1.6M | Reduce -1.8% |
| EHC Encompass Health Corp. | 0.39% | 16,202 | $1.6M | Add +40.5% |
| WAB Wabtec Corp. | 0.38% | 6,244 | $1.6M | Add +2.9% |
| TRV The Travelers Cos Inc. | 0.38% | 5,306 | $1.5M | Reduce -1.7% |
| NXT Nextpower Inc. | 0.36% | 12,277 | $1.5M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 5,837 | $1.4M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 2,158 | $1.4M | Reduce -2.5% |
| HDB HDFC Bank Ltd.-ADR | 0.34% | 56,043 | $1.4M | Add +35.9% |
| NFLX Netflix Inc. | 0.34% | 14,493 | $1.4M | Add +6.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.33% | 17,821 | $1.3M | Add +0.8% |
| NVT Nvent Electric PLC | 0.33% | 11,248 | $1.3M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 2,740 | $1.3M | Add +34.6% |
| MMM 3M Co. | 0.32% | 8,859 | $1.3M | Add +4.6% |
| DE Deere & Co. | 0.32% | 2,272 | $1.3M | Reduce -0.4% |
| FSLR First Solar Inc. | 0.32% | 6,474 | $1.3M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.31% | 2,770 | $1.3M | Reduce -2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 7,949 | $1.3M | Add +6.1% |
| ADSK Autodesk Inc. | 0.31% | 5,286 | $1.3M | Add +1.8% |
| TEL Te Connectivity PLC | 0.30% | 5,856 | $1.2M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.30% | 15,572 | $1.2M | Add +1.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.29% | 23,682 | $1.2M | Reduce -14.9% |
| LRGE Clearbridge Large Cap Growth | 0.28% | 15,331 | $1.2M | Add +46.3% |
| VRSK Verisk Analytics Inc. | 0.28% | 6,006 | $1.1M | Add +0.8% |
| CP Canadian Pacific Kansas City | 0.28% | 14,442 | $1.1M | Reduce -0.0% |
| BEP Brookfield Renewable Partner | 0.28% | 34,784 | $1.1M | Reduce -2.8% |
| RNRG Global X Renewable Ener Prod | 0.27% | 29,819 | $1.1M | Reduce -9.3% |
| SAP Sap SE-Sponsored ADR | 0.27% | 6,297 | $1.1M | Reduce -19.3% |
| WCN Waste Connections Inc. | 0.26% | 6,403 | $1.0M | Reduce -1.1% |
| CB Chubb Ltd. | 0.25% | 3,077 | $1.0M | Reduce -0.1% |
| BSX Boston Scientific Corp. | 0.25% | 15,861 | $995K | Add +293.0% |
| BAP Credicorp Ltd. | 0.25% | 2,932 | $994K | Reduce -10.9% |
| GILD Gilead Sciences Inc. | 0.24% | 7,072 | $985K | Reduce -0.4% |
| NGG National Grid PLC-SP ADR | 0.24% | 11,617 | $982K | No change |
| PRXG Praxis Impact Large Cap ETF | 0.24% | 29,862 | $981K | Add +6.0% |
| AMAT Applied Materials Inc. | 0.24% | 2,841 | $971K | Add +5.0% |
| TAN Invesco Solar ETF | 0.24% | 17,359 | $967K | Reduce -11.7% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.24% | 26,489 | $956K | Add +12.4% |
| APH Amphenol Corp. Class A | 0.24% | 7,557 | $954K | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 19,502 | $950K | Reduce -4.0% |
| KO The Coca-Cola Co. | 0.23% | 12,404 | $943K | Add +0.8% |
| EWBC East West Bancorp Inc. | 0.23% | 8,778 | $937K | Reduce -20.2% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.23% | 110,004 | $921K | Reduce -0.3% |
| BBN BlackRock Taxable Muni BND | 0.22% | 56,148 | $907K | Add +13.8% |
| SYK Stryker Corp. | 0.22% | 2,755 | $905K | Reduce -4.3% |
| ROK Rockwell Automation Inc. | 0.22% | 2,492 | $894K | New |
| SHEN Shenandoah Telecommunication | 0.22% | 57,195 | $881K | Reduce -8.3% |
| ORA Ormat Technologies Inc. | 0.21% | 7,733 | $865K | Reduce -0.8% |
| AMAL Amalgamated Financial Corp. | 0.21% | 22,239 | $864K | Reduce -1.1% |
| LRCX Lam Research Corp. | 0.21% | 4,033 | $861K | Add +2.5% |
| NEE Nextera Energy Inc. | 0.21% | 9,277 | $861K | Reduce -0.5% |
| TXN Texas Instruments Inc. | 0.21% | 4,417 | $857K | Add +3.5% |
| RY Royal Bank of Canada | 0.20% | 5,017 | $811K | Add +41.7% |
| GEV GE Vernova Inc. | 0.20% | 908 | $792K | Add +13.8% |
| MSCI MSCI Inc. | 0.19% | 1,464 | $789K | New |
| ADP Automatic Data Processing | 0.19% | 3,773 | $766K | Add +0.4% |
| NVS Novartis AG-Sponsored ADR | 0.19% | 5,007 | $764K | Add +6.5% |
| USB US Bancorp | 0.18% | 14,244 | $740K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,281 | $739K | Reduce -2.9% |
| IWD iShares Russell 1000 Value E | 0.18% | 3,435 | $733K | Reduce -2.0% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 22,452 | $718K | Add +1.2% |
| ITW Illinois Tool Works | 0.18% | 2,745 | $714K | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 1,585 | $692K | Reduce -28.6% |
| WFC Wells Fargo & Co. | 0.17% | 8,650 | $688K | New |
| SUSA iShares ESG Optimized MSCI U | 0.17% | 5,188 | $685K | Reduce -10.7% |
| VZ Verizon Communications Inc. | 0.17% | 13,643 | $684K | Add +7.2% |
| HYXF iShares ESG Adv High Yield | 0.17% | 14,742 | $682K | Add +46.5% |
| ALL Allstate Corp. | 0.17% | 3,277 | $679K | Reduce -1.5% |
| SBUX Starbucks Corp. | 0.17% | 7,509 | $672K | Add +0.2% |
| FIW First Trust Water ETF | 0.17% | 6,511 | $671K | Add +28.3% |
| TTEK Tetra Tech Inc. | 0.16% | 21,591 | $650K | New |
| ICLN iShares Global Clean Energy | 0.16% | 35,077 | $641K | Reduce -8.1% |
| LOW Lowe's Cos Inc. | 0.16% | 2,717 | $641K | Reduce -1.6% |
| INTU Intuit Inc. | 0.15% | 1,454 | $628K | Add +7.7% |
| FGDL Franklin Resp Sourced Gold | 0.15% | 10,101 | $627K | No change |
| URI United Rentals Inc. | 0.15% | 852 | $620K | Add +0.8% |
| ADI Analog Devices Inc. | 0.15% | 1,923 | $611K | Add +7.7% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.15% | 7,290 | $601K | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,212 | $598K | Reduce -4.8% |
| MNST Monster Beverage Corp. | 0.15% | 8,175 | $592K | Add +3.3% |
| AMD Advanced Micro Devices | 0.14% | 2,891 | $588K | Add +1.9% |
| TD Toronto-Dominion Bank | 0.14% | 6,246 | $582K | Add +23.1% |
| DHR Danaher Corp. | 0.14% | 3,062 | $580K | Add +4.7% |
| WMT Walmart Inc. | 0.14% | 4,652 | $578K | Reduce -5.3% |
| GLW Corning Inc. | 0.14% | 4,241 | $576K | Reduce -5.8% |
| CME Cme Group Inc. | 0.14% | 1,949 | $575K | Add +5.7% |
| FLOT iShares Floating Rate Bond E | 0.14% | 11,257 | $573K | Add +7.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.14% | 1,265 | $565K | Add +7.8% |
| INTC Intel Corp. | 0.14% | 12,754 | $562K | Reduce -8.8% |
| BKNG Booking Holdings Inc. | 0.14% | 133 | $559K | Add +16.7% |
| CINF Cincinnati Financial Corp. | 0.14% | 3,530 | $555K | No change |
| VGIT Vanguard Intermediate-Term T | 0.13% | 9,200 | $547K | Add +41.7% |
| ACN Accenture PLC Class A | 0.13% | 2,760 | $547K | Reduce -53.6% |
| TBLU Tortoise Global Water ETF | 0.13% | 10,844 | $546K | Reduce -22.9% |
| BABA Alibaba Group Holding-SP ADR | 0.13% | 4,287 | $537K | Reduce -0.3% |
| CNI Canadian Natl Railway Co. | 0.13% | 5,202 | $534K | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 1,085 | $533K | Reduce -0.3% |
| GPN Global Payments Inc. | 0.13% | 7,908 | $532K | Reduce -7.8% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 1,846 | $523K | Add +12.3% |
| WAT Waters Corp. | 0.13% | 1,755 | $522K | Add +9.1% |
| CI The Cigna Group | 0.13% | 1,936 | $516K | Reduce -1.3% |
| CVSB Calvert Ult-SHRT Inv GRD ETF | 0.13% | 10,077 | $509K | Reduce -0.9% |
| SPGI S&P Global Inc. | 0.13% | 1,196 | $508K | Add +0.2% |
| T AT&T Inc. | 0.12% | 17,423 | $505K | Add +10.5% |
| TMUS T-Mobile US Inc. | 0.12% | 2,400 | $504K | Add +23.3% |
| ORCL Oracle Corp. | 0.12% | 3,425 | $503K | Reduce -3.7% |
| MDT Medtronic PLC | 0.12% | 5,810 | $503K | Add +18.6% |
| CL Colgate-Palmolive Co. | 0.12% | 5,691 | $485K | Add +12.7% |
| CMCSA Comcast Corp. Class A | 0.12% | 16,826 | $483K | Add +0.9% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 7,892 | $478K | Add +18.3% |
| SFM Sprouts Farmers Market Inc. | 0.12% | 6,070 | $468K | Add +56.5% |
| CRM Salesforce Inc. | 0.11% | 2,489 | $464K | Add +5.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,440 | $461K | Reduce -11.2% |
| NUSC Nuveen ESG Small-Cap ETF | 0.11% | 10,147 | $457K | Add +4.4% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 7,838 | $451K | Add +19.5% |
| GL Globe Life Inc. | 0.11% | 3,200 | $445K | Reduce -7.3% |
| EW Edwards Lifesciences Corp. | 0.11% | 5,500 | $440K | Add +12.0% |
| OEF iShares S&P 100 ETF | 0.11% | 1,381 | $439K | No change |
| KLAC KLA Corp. | 0.11% | 299 | $439K | Reduce -0.7% |
| DXCM Dexcom Inc. | 0.11% | 6,984 | $438K | New |
| MCD McDonald's Corp. | 0.11% | 1,402 | $435K | Reduce -2.7% |
| PGR Progressive Corp. | 0.11% | 2,161 | $428K | Add +4.1% |
| CDEI Calvert US L-C Dei Index ETF | 0.10% | 5,417 | $420K | Reduce -1.0% |
| SPOT Spotify Technology SA | 0.10% | 867 | $420K | Reduce -4.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.10% | 4,109 | $419K | Add +1.4% |
| GSK GSK PLC-Spon ADR | 0.10% | 7,515 | $414K | Reduce -1.2% |
| NDSN Nordson Corp. | 0.10% | 1,525 | $405K | Add +0.7% |
| STX Seagate Technology Holdings | 0.10% | 1,026 | $401K | Add +10.1% |
| NUDV Nuveen ESG Dividend ETF | 0.10% | 14,302 | $395K | Reduce -0.8% |
| APD Air Products & Chemicals Inc. | 0.10% | 1,358 | $394K | Reduce -0.4% |
| RELX Relx PLC - Spon ADR | 0.10% | 11,867 | $393K | Reduce -3.6% |
| TRP TC Energy Corp. | 0.10% | 6,250 | $391K | No change |
| NUEM Nuveen ESG Emerging Markets | 0.10% | 10,608 | $389K | Reduce -0.7% |
| ERTH Invesco MSCI Sustainable Fut | 0.10% | 8,158 | $386K | Reduce -1.9% |
| JCI Johnson Controls Internation | 0.09% | 2,936 | $384K | Reduce -0.7% |
| MCK McKesson Corp. | 0.09% | 441 | $381K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.09% | 1,032 | $379K | No change |
| QCLN First Trust Nasdaq Clean Edg | 0.09% | 8,039 | $373K | No change |
| EQIX Equinix Inc. | 0.09% | 380 | $372K | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.09% | 1,487 | $368K | Reduce -12.3% |
| ADBE Adobe Inc. | 0.09% | 1,512 | $367K | Reduce -13.4% |
| SAN Banco Santander SA-Spon ADR | 0.09% | 32,432 | $365K | Reduce -1.2% |
| ING ING Groep N.V.-Sponsored ADR | 0.09% | 14,040 | $365K | Reduce -0.5% |
| ZTS Zoetis Inc. | 0.09% | 3,066 | $362K | Add +12.1% |
| EMNT PIMCO Enhcd St M-Active ESG | 0.09% | 3,611 | $357K | Reduce -3.0% |
| CHD Church & Dwight Co. Inc. | 0.09% | 3,813 | $355K | Reduce -0.7% |
| STE Steris PLC | 0.09% | 1,605 | $354K | No change |
| COF Capital One Financial Corp. | 0.08% | 1,859 | $339K | Add +4.0% |
| NUBD Nuveen ESG US Aggregate Bond | 0.08% | 15,300 | $339K | Reduce -3.8% |
| GRID First TRST Nasd Class Edg Sgiif | 0.08% | 2,067 | $338K | Add +2.4% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 8,569 | $332K | No change |
| PWR Quanta Services Inc. | 0.08% | 605 | $332K | Reduce -0.7% |
| ROST Ross Stores Inc. | 0.08% | 1,535 | $332K | Add +19.0% |
| NXPI NXP Semiconductors NV | 0.08% | 1,691 | $332K | Reduce -7.8% |
| PRCS Parnassus Core Select ETF | 0.08% | 13,040 | $325K | Add +7.6% |
| WELL Welltower Inc. | 0.08% | 1,625 | $321K | Reduce -1.3% |
| RYN Rayonier Inc. | 0.08% | 15,549 | $320K | New |
| META Meta Platforms Inc. Class A | 0.08% | 548 | $313K | Add +0.4% |
| CVLC Calvert US L-C CR Resp Index | 0.08% | 3,883 | $310K | Reduce -15.9% |
| A Agilent Technologies Inc. | 0.08% | 2,720 | $309K | Reduce -0.1% |
| LYG Lloyds Banking Group PLC-ADR | 0.08% | 61,511 | $309K | Add +0.7% |
| TAK Takeda Pharmaceutic-SP ADR | 0.08% | 16,634 | $308K | Add +0.7% |
| CMI Cummins Inc. | 0.08% | 572 | $307K | Add +20.4% |
| DELL Dell Technologies -C | 0.08% | 1,872 | $307K | Add +9.8% |
| IVV iShares Core S&P 500 ETF | 0.07% | 464 | $303K | No change |
| ELV Elevance Health Inc. | 0.07% | 1,015 | $297K | Reduce -0.3% |
| AZO AutoZone Inc. | 0.07% | 87 | $295K | Add +31.8% |
| DLR Digital Realty Trust Inc. | 0.07% | 1,618 | $291K | Add +10.7% |
| TWLO Twilio Inc. Class A | 0.07% | 2,247 | $282K | Add +1.8% |
| UBSI United Bankshares Inc. | 0.07% | 6,780 | $280K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.07% | 3,560 | $278K | Add +0.5% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.07% | 13,053 | $276K | Add +12.6% |
| XOM Exxon Mobil Corp. | 0.07% | 1,606 | $272K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 7,412 | $272K | Reduce -61.9% |
| VRT Vertiv Holdings Co. Class A | 0.07% | 1,077 | $269K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.07% | 3,732 | $267K | No change |
| SNY Sanofi-ADR | 0.07% | 5,533 | $266K | Add +1.8% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.07% | 13,499 | $266K | Reduce -9.2% |
| EBAY eBay Inc. | 0.07% | 2,920 | $265K | Reduce -4.8% |
| VITL Vital Farms Inc. | 0.07% | 18,726 | $264K | Add +39.0% |
| MS Morgan Stanley | 0.06% | 1,600 | $263K | Add +28.3% |
| ESGV Vanguard ESG US Stock ETF | 0.06% | 2,344 | $263K | No change |
| EMR Emerson Electric Co. | 0.06% | 1,993 | $261K | New |
| MRSH Marsh & McLennan Cos | 0.06% | 1,494 | $259K | Add +0.1% |
| CVIE Cal Intl Responsible Index | 0.06% | 3,556 | $258K | Reduce -7.0% |
| ESGD iShares Trust iShares ESG Aw | 0.06% | 2,694 | $257K | No change |
| TSLA Tesla Inc. | 0.06% | 680 | $252K | Reduce -0.6% |
| BDX Becton Dickinson and Co. | 0.06% | 1,600 | $251K | No change |
| IJR iShares Core S&P Small-Cap E | 0.06% | 2,016 | $250K | Add +0.1% |
| PFE Pfizer Inc. | 0.06% | 8,596 | $241K | Reduce -2.8% |
| FXE Invesco Currencyshares Euro | 0.06% | 2,256 | $240K | New |
| HUT Hut 8 Corp. | 0.06% | 5,100 | $239K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 2,629 | $238K | Add +0.5% |
| ROP Roper Technologies Inc. | 0.06% | 674 | $238K | Reduce -1.9% |
| TRMB Trimble Inc. | 0.06% | 3,569 | $232K | Add +1.8% |
| AFL Aflac Inc. | 0.06% | 2,087 | $228K | Add +0.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.06% | 2,396 | $227K | No change |
| AMP Ameriprise Financial Inc. | 0.06% | 509 | $226K | Reduce -1.4% |
| VTR Ventas Inc. | 0.06% | 2,753 | $225K | New |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.06% | 3,229 | $223K | Reduce -0.0% |
| VMI Valmont Industries | 0.05% | 555 | $221K | New |
| SGOL Abrdn Physical Gold Shares | 0.05% | 4,934 | $220K | Reduce -4.3% |
| MCHP Microchip Technology Inc. | 0.05% | 3,400 | $219K | Add +4.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.05% | 7,493 | $218K | New |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.05% | 10,046 | $217K | Reduce -2.4% |
| CSX CSX Corp. | 0.05% | 5,290 | $217K | New |
| VXUS Vanguard Total Intl Stock | 0.05% | 2,825 | $217K | Reduce -17.7% |
| AON Aon PLC Class A | 0.05% | 672 | $216K | Add +6.7% |
| DECK Deckers Outdoor Corp. | 0.05% | 2,145 | $214K | Add +7.7% |
| MBB iShares MBS ETF | 0.05% | 2,255 | $214K | Reduce -59.5% |
| KMB Kimberly-Clark Corp. | 0.05% | 2,201 | $212K | New |
| NEM Newmont Corp. | 0.05% | 1,955 | $211K | New |
| JLL Jones Lang Lasalle Inc. | 0.05% | 687 | $209K | Reduce -6.2% |
| COHR Coherent Corp. | 0.05% | 874 | $208K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 956 | $207K | Reduce -3.0% |
| GWW WW Grainger Inc. | 0.05% | 189 | $206K | Reduce -13.7% |
| FERG Ferguson Enterprises Inc. | 0.05% | 883 | $205K | New |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 3,628 | $205K | New |
| XEL Xcel Energy Inc. | 0.05% | 2,573 | $204K | New |
| O Realty Income Corp. | 0.05% | 3,312 | $202K | New |
| ICLR Icon PLC | 0.05% | 1,829 | $202K | Reduce -6.9% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 2,074 | $201K | New |
| KKR KKR & Co. Inc. | 0.05% | 2,174 | $201K | No change |
| LPLA LPL Financial Holdings Inc. | 0.05% | 671 | $201K | Reduce -7.7% |
| SNPS Synopsys Inc. | 0.05% | 505 | $200K | Add +4.8% |
| PML PIMCO Municipal Income FD II | 0.05% | 24,275 | $183K | No change |
| TELFY Telefonica SA-Spon ADR | 0.04% | 36,768 | $159K | Reduce -2.7% |
| UMC United Microelectron-SP ADR | 0.04% | 16,948 | $152K | Reduce -12.1% |
| MUA BlackRock Muniassets Fund | 0.04% | 14,125 | $149K | New |
| AQN Algonquin Power & Utilities | 0.03% | 20,177 | $123K | Reduce -0.1% |
| WIT Wipro Ltd.-ADR | 0.02% | 44,504 | $94K | Reduce -0.9% |
| AVAL Grupo Aval Acciones Y Valore | 0.02% | 18,164 | $79K | Add +0.8% |
| BBD Banco Bradesco-ADR | 0.02% | 17,690 | $64K | Add +11.8% |