| AAPL Apple Inc. | 3.31% | 316,509 | $73.7M | Reduce -3.2% |
| MSFT Microsoft Corp. | 2.99% | 154,921 | $66.7M | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 2.92% | 977,711 | $65.0M | Add +1.1% |
| FISV Fiserv Inc. | 2.46% | 305,314 | $54.8M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.23% | 175,831 | $49.8M | Add +0.0% |
| ADBE Adobe Inc. | 2.04% | 87,856 | $45.5M | Reduce -1.3% |
| SSNC Ss&c Technologies Holdings | 1.98% | 593,482 | $44.0M | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.97% | 648,900 | $43.8M | Add +6.2% |
| V Visa Inc. Class A | 1.84% | 149,214 | $41.0M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.77% | 236,367 | $39.5M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.77% | 212,076 | $39.5M | Add +4.1% |
| ACIW Aci Worldwide Inc. | 1.66% | 728,726 | $37.1M | Reduce -4.8% |
| SYK Stryker Corp. | 1.61% | 99,016 | $35.8M | Reduce -0.2% |
| ABT Abbott Laboratories | 1.56% | 305,320 | $34.8M | Add +1.8% |
| PFG Principal Financial Group | 1.53% | 396,573 | $34.1M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.50% | 54,044 | $33.4M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 1.45% | 498,914 | $32.3M | Add +3.8% |
| EFX Equifax Inc. | 1.41% | 107,041 | $31.5M | Reduce -0.1% |
| ABBV Abbvie Inc. | 1.40% | 157,560 | $31.1M | Add +0.2% |
| INTU Intuit Inc. | 1.39% | 50,007 | $31.1M | Add +0.1% |
| AME Ametek Inc. | 1.35% | 175,769 | $30.2M | Add +2.4% |
| DHR Danaher Corp. | 1.32% | 105,569 | $29.4M | Add +0.9% |
| SNPS Synopsys Inc. | 1.29% | 56,590 | $28.7M | Reduce -0.7% |
| AES AES Corp. | 1.27% | 1,413,930 | $28.4M | Add +1.8% |
| GPN Global Payments Inc. | 1.26% | 273,986 | $28.1M | Add +4.9% |
| NVDA Nvidia Corp. | 1.17% | 214,990 | $26.1M | Reduce -6.9% |
| PTC PTC Inc. | 1.17% | 144,415 | $26.1M | Add +1.5% |
| EVTC Evertec Inc. | 1.17% | 766,260 | $26.0M | Add +3.5% |
| ADI Analog Devices Inc. | 1.16% | 112,470 | $25.9M | Add +0.3% |
| LOW Lowe's Cos Inc. | 1.16% | 95,159 | $25.8M | Reduce -0.4% |
| ASML ASML Holding NV-NY Reg SHS | 1.09% | 29,070 | $24.2M | Add +0.3% |
| SWTSX Schwab Tot STK MRKT Indx | 1.06% | 241,175 | $23.6M | Reduce -0.9% |
| VEEV Veeva Systems Inc. Class A | 1.03% | 108,938 | $22.9M | Add +4.5% |
| AVGO Broadcom Inc. | 0.95% | 123,075 | $21.2M | Reduce -0.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.93% | 190,454 | $20.7M | Reduce -0.8% |
| HOLX Hologic Inc. | 0.92% | 252,170 | $20.5M | Add +1.0% |
| MA Mastercard Inc. Class A | 0.92% | 41,382 | $20.4M | Add +0.7% |
| ECL Ecolab Inc. | 0.92% | 79,943 | $20.4M | Add +0.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.90% | 365,513 | $20.0M | Add +6.3% |
| MENASHA CORP | 0.88% | 2,181 | $19.7M | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.87% | 247,983 | $19.4M | Add +0.3% |
| AMD Advanced Micro Devices | 0.85% | 115,534 | $19.0M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 0.84% | 21,053 | $18.7M | Reduce -1.7% |
| FIS Fidelity National Info Serv | 0.82% | 217,802 | $18.2M | Reduce -1.1% |
| AMG Affiliated Managers Group | 0.81% | 101,338 | $18.0M | Add +1.3% |
| APH Amphenol Corp. Class A | 0.77% | 263,531 | $17.2M | Add +1.8% |
| PYPL PayPal Holdings Inc. | 0.77% | 218,955 | $17.1M | Reduce -0.3% |
| PBH Prestige Consumer Healthcare | 0.75% | 231,421 | $16.7M | Add +0.6% |
| RPM RPM International Inc. | 0.75% | 137,353 | $16.6M | Reduce -0.3% |
| SCHF Schwab Intl Equity ETF | 0.74% | 402,872 | $16.6M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.72% | 76,514 | $16.1M | Add +0.1% |
| PB Prosperity Bancshares Inc. | 0.72% | 223,484 | $16.1M | Add +0.5% |
| MBWM Mercantile Bank Corp. | 0.71% | 362,759 | $15.9M | Reduce -0.3% |
| TYL Tyler Technologies Inc. | 0.71% | 27,128 | $15.8M | Reduce -0.6% |
| ROK Rockwell Automation Inc. | 0.67% | 55,478 | $14.9M | Reduce -0.0% |
| ROP Roper Technologies Inc. | 0.64% | 25,693 | $14.3M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.64% | 16,100 | $14.3M | Reduce -1.3% |
| RGEN Repligen Corp. | 0.62% | 92,130 | $13.7M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.61% | 23,424 | $13.7M | Add +3.0% |
| FDX FedEx Corp. | 0.59% | 48,196 | $13.2M | Reduce -27.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.58% | 285,078 | $13.0M | Add +2.4% |
| KMB Kimberly-Clark Corp. | 0.58% | 90,677 | $12.9M | Add +2.5% |
| BALL Ball Corp. | 0.58% | 188,711 | $12.8M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.57% | 76,651 | $12.7M | Reduce -6.1% |
| AKAM Akamai Technologies Inc. | 0.54% | 118,124 | $11.9M | Reduce -1.6% |
| SCHA Schwab US Small-Cap ETF | 0.53% | 227,723 | $11.7M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 119,903 | $11.5M | Add +3.9% |
| SYY Sysco Corp. | 0.50% | 143,998 | $11.2M | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 0.49% | 162,394 | $11.0M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.49% | 22,242 | $10.9M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.47% | 18,394 | $10.5M | Reduce -0.9% |
| ILMN Illumina Inc. | 0.47% | 80,444 | $10.5M | Add +30.7% |
| SCHM Schwab US Mid Cap ETF | 0.46% | 122,173 | $10.2M | Add +1.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 344,368 | $10.0M | Reduce -1.5% |
| PEP Pepsico Inc. | 0.45% | 59,008 | $10.0M | Add +2.6% |
| UNP Union Pacific Corp. | 0.43% | 38,946 | $9.6M | Reduce -5.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.40% | 31,780 | $8.9M | Add +3.5% |
| LYV Live Nation Entertainment Inc. | 0.39% | 78,503 | $8.6M | Add +3.8% |
| CRM Salesforce Inc. | 0.38% | 30,912 | $8.5M | Add +31.5% |
| NKE Nike Inc. Class B | 0.37% | 93,783 | $8.3M | Reduce -2.5% |
| DDOG Datadog Inc. Class A | 0.36% | 70,665 | $8.1M | Add +4.7% |
| ITW Illinois Tool Works | 0.36% | 30,215 | $7.9M | Reduce -5.9% |
| PAYC Paycom Software Inc. | 0.35% | 46,507 | $7.7M | Add +13.9% |
| VOO Vanguard S&P 500 ETF | 0.34% | 14,384 | $7.6M | Reduce -11.1% |
| VFIAX Vanguard 500 Index-Adm | 0.30% | 12,779 | $6.8M | Add +3.7% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 141,004 | $6.7M | Add +1.2% |
| OSK Oshkosh Corp. | 0.29% | 63,479 | $6.4M | Add +799.4% |
| PM Philip Morris International | 0.28% | 52,048 | $6.3M | Reduce -1.7% |
| ZS Zscaler Inc. | 0.28% | 36,703 | $6.3M | Add +4.7% |
| ABNB Airbnb Inc. Class A | 0.28% | 49,146 | $6.2M | Add +29.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.27% | 94,143 | $5.9M | Reduce -1.2% |
| AVTR Avantor Inc. | 0.25% | 217,175 | $5.6M | Add +4.8% |
| FAST Fastenal Co. | 0.25% | 76,858 | $5.5M | No change |
| VZ Verizon Communications Inc. | 0.24% | 121,307 | $5.4M | Reduce -9.0% |
| GLD SPDR Gold Shares | 0.22% | 20,254 | $4.9M | Add +0.3% |
| ADYEY Adyen NV-Unspon ADR | 0.21% | 296,040 | $4.6M | Reduce -3.1% |
| AFL Aflac Inc. | 0.21% | 41,157 | $4.6M | Reduce -3.8% |
| QCOM Qualcomm Inc. | 0.20% | 26,579 | $4.5M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.20% | 27,515 | $4.5M | Reduce -5.9% |
| NIC Nicolet Bankshares Inc. | 0.20% | 45,540 | $4.4M | Add +2.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 34,523 | $4.1M | Reduce -0.2% |
| IEMG iShares Core MSCI Emerging | 0.18% | 70,981 | $4.1M | Reduce -0.4% |
| XLE SS Energy Select Sector | 0.18% | 44,663 | $3.9M | Reduce -0.6% |
| MAR Marriott International Class A | 0.17% | 14,938 | $3.7M | No change |
| CALX Calix Inc. | 0.16% | 89,663 | $3.5M | Add +6.3% |
| CHD Church & Dwight Co. Inc. | 0.15% | 32,088 | $3.4M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 5,753 | $3.3M | Add +1.3% |
| ORCL Oracle Corp. | 0.15% | 19,296 | $3.3M | No change |
| AMGN Amgen Inc. | 0.15% | 10,122 | $3.3M | Reduce -0.3% |
| CSGP Costar Group Inc. | 0.14% | 42,583 | $3.2M | Add +18.4% |
| TBGVX Tweedy Browne Intl Val | 0.14% | 107,856 | $3.2M | Reduce -10.6% |
| SCHV Schwab US Large-Cap Value | 0.14% | 39,513 | $3.2M | Add +0.8% |
| AEPFX Eupac Fund-F-2 filed as AMER EUROPACIFIC GRWTH Cl F-2 | 0.14% | 52,566 | $3.2M | Reduce -11.4% |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.14% | 21,817 | $3.0M | Reduce -0.4% |
| BA The Boeing Co. | 0.13% | 19,249 | $2.9M | Add +5.2% |
| PEO Adams Natural Resources Fund | 0.12% | 117,284 | $2.7M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.12% | 15,534 | $2.7M | Add +0.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.12% | 5,723 | $2.7M | No change |
| HD Home Depot Inc. | 0.12% | 6,525 | $2.6M | Reduce -1.5% |
| NAVI Navient Corp. | 0.12% | 168,811 | $2.6M | Reduce -17.5% |
| XOM Exxon Mobil Corp. | 0.12% | 22,428 | $2.6M | Reduce -14.6% |
| BTO John Hancock Financial Opp | 0.11% | 74,498 | $2.5M | Reduce -0.9% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 19,041 | $2.4M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 6,286 | $2.4M | No change |
| CSCO Cisco Systems Inc. | 0.11% | 44,007 | $2.3M | Reduce -3.3% |
| VDE Vanguard Energy ETF | 0.10% | 19,045 | $2.3M | Reduce -0.1% |
| PFE Pfizer Inc. | 0.10% | 79,502 | $2.3M | Reduce -7.1% |
| CTLT Catalent Inc. | 0.10% | 36,686 | $2.2M | Reduce -7.8% |
| MCK McKesson Corp. | 0.10% | 4,484 | $2.2M | No change |
| ENPH Enphase Energy Inc. | 0.10% | 19,242 | $2.2M | Reduce -3.2% |
| XLK SS Technology Select Sector | 0.10% | 9,515 | $2.1M | Reduce -27.8% |
| UPS United Parcel Service Class B | 0.09% | 15,365 | $2.1M | Reduce -16.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.09% | 2,005 | $2.1M | No change |
| KO The Coca-Cola Co. | 0.09% | 28,615 | $2.1M | Reduce -0.4% |
| SPEM State Street SP PTF Em ETF | 0.09% | 49,276 | $2.0M | Add +5.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 53,064 | $2.0M | Add +6.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 11,325 | $2.0M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.09% | 3,398 | $2.0M | Add +9.8% |
| MDLZ Mondelez International Inc. Class A | 0.09% | 26,536 | $2.0M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 4,233 | $1.9M | Reduce -20.5% |
| WAT Waters Corp. | 0.09% | 5,375 | $1.9M | Reduce -0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.09% | 10,617 | $1.9M | New |
| GE General Electric filed as GE AEROSPACE | 0.08% | 9,995 | $1.9M | Reduce -0.8% |
| JBL Jabil Inc. | 0.08% | 15,620 | $1.9M | Reduce -7.4% |
| TSLA Tesla Inc. | 0.08% | 7,133 | $1.9M | Add +18.1% |
| CVX Chevron Corp. | 0.08% | 11,827 | $1.7M | Add +0.0% |
| MCD McDonald's Corp. | 0.07% | 5,408 | $1.6M | Add +0.0% |
| ADP Automatic Data Processing | 0.07% | 5,658 | $1.6M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 6,974 | $1.5M | Add +0.3% |
| IQV Iqvia Holdings Inc. | 0.07% | 6,140 | $1.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 7,343 | $1.5M | Reduce -35.1% |
| VWENX Vanguard Wellington-Adm | 0.07% | 18,158 | $1.5M | No change |
| ANSS Ansys Inc. | 0.06% | 4,440 | $1.4M | Add +66.2% |
| MO Altria Group Inc. | 0.06% | 27,600 | $1.4M | Reduce -3.8% |
| CTSH Cognizant Tech Solutions-A | 0.06% | 17,920 | $1.4M | Reduce -6.9% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 22,109 | $1.4M | Reduce -20.5% |
| INTC Intel Corp. | 0.06% | 58,366 | $1.4M | Add +0.2% |
| CMCSA Comcast Corp. Class A | 0.06% | 32,081 | $1.3M | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 0.06% | 2,680 | $1.3M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 24,974 | $1.3M | Add +13.7% |
| TXG 10X Genomics Inc. Class A | 0.06% | 57,986 | $1.3M | Add +9.1% |
| TXN Texas Instruments Inc. | 0.06% | 6,122 | $1.3M | Reduce -17.6% |
| MRK Merck & Co. Inc. | 0.06% | 11,108 | $1.3M | Reduce -0.4% |
| AMCR Amcor PLC | 0.06% | 109,911 | $1.2M | Reduce -0.9% |
| VLTO Veralto Corp. | 0.06% | 11,071 | $1.2M | Reduce -15.6% |
| CME Cme Group Inc. | 0.06% | 5,593 | $1.2M | Reduce -10.5% |
| EW Edwards Lifesciences Corp. | 0.05% | 17,763 | $1.2M | New |
| ASB Associated Banc-Corp. | 0.05% | 54,044 | $1.2M | Reduce -4.3% |
| EXEL Exelixis Inc. | 0.05% | 44,500 | $1.2M | No change |
| EMR Emerson Electric Co. | 0.05% | 10,482 | $1.1M | Reduce -1.4% |
| MMM 3M Co. | 0.05% | 8,175 | $1.1M | Reduce -14.6% |
| YUM Yum! Brands Inc. | 0.05% | 7,769 | $1.1M | Reduce -0.6% |
| OLED Universal Display Corp. | 0.05% | 5,035 | $1.1M | No change |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm filed as VANGUARD SMALL CAP INDEX ADM | 0.05% | 9,045 | $1.0M | No change |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | 0.04% | 4,988 | $986K | Reduce -0.4% |
| HUBB Hubbell Inc. | 0.04% | 2,261 | $968K | Reduce -1.9% |
| SWPPX Schwab S&P 500 Index-Sel | 0.04% | 10,767 | $960K | Add +11.7% |
| NSC Norfolk Southern Corp. | 0.04% | 3,520 | $875K | Reduce -1.1% |
| WMT Walmart Inc. | 0.04% | 10,255 | $828K | Add +0.8% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 0.04% | 2,502 | $817K | Add +0.0% |
| ACN Accenture PLC Class A | 0.03% | 2,176 | $769K | Reduce -6.5% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 6,033 | $758K | Add +1.3% |
| PANW Palo Alto Networks Inc. | 0.03% | 2,199 | $752K | Add +0.1% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 8,322 | $751K | Reduce -2.1% |
| INCY Incyte Corp. | 0.03% | 11,350 | $750K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 7,048 | $732K | Reduce -3.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.03% | 6,535 | $717K | No change |
| WFC Wells Fargo & Co. | 0.03% | 12,658 | $715K | Reduce -0.1% |
| DFS Discover Financial Services | 0.03% | 5,044 | $708K | Reduce -42.2% |
| WY Weyerhaeuser Co. | 0.03% | 20,798 | $704K | Reduce -18.2% |
| KRE SS SPDR S&P Regional Bank | 0.03% | 12,397 | $702K | No change |
| SCHD Schwab US DVD Equity ETF | 0.03% | 8,201 | $693K | Add +8.5% |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.03% | 100 | $691K | No change |
| JACTX Janus Henderson Forty-T | 0.03% | 12,252 | $684K | No change |
| MRSH Marsh & McLennan Cos | 0.03% | 3,030 | $676K | No change |
| DOV Dover Corp. | 0.03% | 3,505 | $672K | Reduce -0.7% |
| LIN Linde PLC | 0.03% | 1,401 | $668K | No change |
| HUM Humana Inc. | 0.03% | 2,050 | $649K | No change |
| RTX RTX Corp. | 0.03% | 5,337 | $647K | No change |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.03% | 16,071 | $642K | No change |
| PHO Invesco Water Resources ETF | 0.03% | 9,000 | $635K | Add +28.6% |
| HSIC Henry Schein Inc. | 0.03% | 8,635 | $629K | Reduce -1.7% |
| VRSN Verisign Inc. | 0.03% | 3,310 | $629K | Reduce -4.3% |
| TBCIX T Rowe PR Blue Chip Grow-I filed as ROWE T PRICE BLUE CHIP GROWT | 0.03% | 3,245 | $625K | No change |
| VXUS Vanguard Total Intl Stock | 0.03% | 9,640 | $624K | Reduce -2.4% |
| VINIX Vanguard Inst Index-Inst | 0.03% | 1,277 | $606K | No change |
| GEV GE Vernova Inc. | 0.03% | 2,306 | $588K | Reduce -1.4% |
| VGT Vanguard Info Tech ETF | 0.03% | 1,000 | $587K | No change |
| QRVO Qorvo Inc. | 0.03% | 5,482 | $566K | Reduce -8.0% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 4,876 | $561K | Reduce -1.5% |
| ETN Eaton Corp. PLC | 0.03% | 1,686 | $559K | Reduce -1.8% |
| BRC Brady Corporation Class A | 0.02% | 7,200 | $552K | No change |
| IONS Ionis Pharmaceuticals Inc. | 0.02% | 13,640 | $546K | No change |
| KBE SS SPDR S&P Bank ETF | 0.02% | 10,272 | $543K | Reduce -0.5% |
| WEC WEC Energy Group Inc. | 0.02% | 5,644 | $543K | Add +0.0% |
| RMD Resmed Inc. | 0.02% | 2,218 | $541K | Reduce -9.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.02% | 6,443 | $530K | Reduce -11.6% |
| DCI Donaldson Co. Inc. | 0.02% | 7,107 | $524K | Reduce -0.2% |
| NSRGY Nestle SA-Spons ADR | 0.02% | 5,200 | $523K | Reduce -0.5% |
| AVNS Avanos Medical Inc. | 0.02% | 20,862 | $501K | Reduce -0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 1,849 | $488K | Add +0.2% |
| CAT Caterpillar Inc. | 0.02% | 1,236 | $483K | Reduce -2.0% |
| SCHG Schwab US Large-Cap Growth | 0.02% | 4,510 | $470K | Add +7.6% |
| FTV Fortive Corp. | 0.02% | 5,915 | $467K | No change |
| EFA iShares MSCI Eafe ETF | 0.02% | 5,241 | $438K | Reduce -0.5% |
| APD Air Products & Chemicals Inc. | 0.02% | 1,422 | $423K | No change |
| GIS General Mills Inc. | 0.02% | 5,678 | $419K | No change |
| HES Hess Corp. | 0.02% | 3,080 | $418K | No change |
| COP Conocophillips | 0.02% | 3,953 | $416K | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 845 | $412K | Add +1.0% |
| CTAS Cintas Corp. | 0.02% | 2,001 | $412K | Add +4.2% |
| SBUX Starbucks Corp. | 0.02% | 4,188 | $408K | Reduce -2.0% |
| MDT Medtronic PLC | 0.02% | 4,505 | $406K | Add +1.9% |
| MDY State Street SPDR S&P Midcap | 0.02% | 700 | $399K | No change |
| AIVSX Amer FND Inv Co. of Am-A filed as AMERICAN FUNDS INVMT CO OF AMER A | 0.02% | 6,339 | $386K | Reduce -11.2% |
| FXAIX Fidelity 500 Index Fund | 0.02% | 1,900 | $381K | Add +0.1% |
| ARDX Ardelyx Inc. | 0.02% | 55,000 | $379K | No change |
| USB US Bancorp | 0.02% | 8,171 | $374K | Reduce -2.3% |
| KHC The Kraft Heinz Co. | 0.02% | 10,584 | $372K | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 0.02% | 7,154 | $370K | Reduce -8.2% |
| T AT&T Inc. | 0.02% | 16,771 | $369K | No change |
| FDGRX Fidelity Growth Company-RTL | 0.02% | 8,967 | $365K | Add +2.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.02% | 1,310 | $360K | No change |
| WMCVX Wasatch Small Cap Value Fund | 0.02% | 30,517 | $358K | No change |
| DELL Dell Technologies -C | 0.02% | 3,013 | $357K | Add +2.2% |
| AXP American Express Co. | 0.02% | 1,312 | $356K | Add +2.6% |
| IIF Morgan Stanley India Invest | 0.02% | 11,793 | $355K | No change |
| GAFFX Amer FND GRW FD of Am-F3 | 0.02% | 4,479 | $348K | No change |
| EPAM Epam Systems Inc. | 0.02% | 1,750 | $348K | Reduce -12.5% |
| MASI Masimo Corp. | 0.02% | 2,571 | $343K | Reduce -24.6% |
| VEXAX Vanguard Ext MKT Indx-Adm | 0.02% | 2,481 | $343K | Reduce -17.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 1,354 | $330K | Reduce -2.4% |
| HON Honeywell International Inc. | 0.01% | 1,568 | $324K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 2,983 | $322K | No change |
| BEN Franklin Templeton Inc. | 0.01% | 15,370 | $310K | Reduce -1.6% |
| WGROX Wasatch Core Growth Fund | 0.01% | 3,184 | $309K | No change |
| ANCFX Amer FND Fndmntl Invst-A filed as AMERICAN FUNDS FUNDAMENTAL INVS A | 0.01% | 3,607 | $308K | Add +0.1% |
| VTCLX Vanguard Tax MGD Cap Ap-Adm | 0.01% | 1,038 | $307K | No change |
| GEHC GE Healthcare Technology | 0.01% | 3,238 | $304K | Reduce -1.9% |
| CI The Cigna Group | 0.01% | 868 | $301K | Reduce -8.1% |
| SWISX Schwab Intl Indx | 0.01% | 11,777 | $300K | Add +0.0% |
| CCI Crown Castle Inc. | 0.01% | 2,528 | $300K | Add +3.0% |
| REGN Regeneron Pharmaceuticals | 0.01% | 277 | $291K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 1,777 | $289K | Add +8.9% |
| MGEE Mge Energy Inc. | 0.01% | 3,146 | $288K | No change |
| CEG Constellation Energy Group | 0.01% | 1,101 | $286K | No change |
| CEF Sprott Physical Gold & Silver | 0.01% | 11,500 | $282K | No change |
| Total Market Equity Index Pool | 0.01% | 5,172 | $281K | Reduce -1.7% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.01% | 2,350 | $281K | No change |
| WSFS WSFS Financial Corp. | 0.01% | 5,381 | $274K | Reduce -25.8% |
| ETHE Grayscale Ethereum Staking E | 0.01% | 12,360 | $271K | Reduce -0.3% |
| PSX Phillips 66 | 0.01% | 2,007 | $264K | Reduce -1.0% |
| AGTHX Amer FND GRW FD of Am-A | 0.01% | 3,394 | $263K | No change |
| BLK BlackRock Finance Inc. | 0.01% | 277 | $263K | No change |
| VWILX Vanguard Intl Growth-Adm | 0.01% | 2,191 | $258K | Reduce -8.1% |
| POGAX Putnam Large Cap Growth-A | 0.01% | 3,781 | $257K | Reduce -0.2% |
| ENB Enbridge Inc. | 0.01% | 6,318 | $257K | Reduce -3.8% |
| SO The Southern Co. | 0.01% | 2,836 | $256K | Add +0.3% |
| BAOB Baraboo Bancorp Inc. | 0.01% | 83,779 | $256K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 2,358 | $252K | New |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 1,995 | $252K | Reduce -1.2% |
| IYY iShares Dow Jones U.S. ETF | 0.01% | 1,800 | $251K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 1,250 | $251K | Add +4.7% |
| TCEHY Tencent Holdings Ltd.-Uns ADR | 0.01% | 4,525 | $251K | No change |
| WHR Whirlpool Corp. | 0.01% | 2,339 | $250K | No change |
| PRGFX T Rowe PR Growth Stock-Inv | 0.01% | 2,309 | $245K | No change |
| AEP American Electric Power | 0.01% | 2,339 | $240K | Reduce -1.2% |
| HAINX Harbor International-Inst | 0.01% | 4,732 | $238K | Reduce -8.1% |
| FCNTX Fidelity Contrafund | 0.01% | 11,240 | $237K | No change |
| LNT Alliant Energy Corp. | 0.01% | 3,870 | $235K | New |
| NEE Nextera Energy Inc. | 0.01% | 2,765 | $234K | New |
| DUK Duke Energy Corp. | 0.01% | 2,004 | $231K | New |
| DVY iShares Select Dividend ETF | 0.01% | 1,710 | $231K | No change |
| PLXS Plexus Corp. | 0.01% | 1,685 | $230K | Reduce -19.2% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 6,175 | $230K | New |
| WM Waste Management Inc. | 0.01% | 1,100 | $228K | No change |
| SRE Sempra | 0.01% | 2,710 | $227K | Reduce -0.4% |
| AGIO Agios Pharmaceuticals Inc. | 0.01% | 5,000 | $222K | No change |
| RVT Royce Small-Cap Trust Inc. | 0.01% | 14,113 | $222K | Reduce -1.1% |
| C Citigroup Inc. | 0.01% | 3,526 | $221K | New |
| TWCUX American Century Ultra-Inv | 0.01% | 2,349 | $214K | Reduce -2.3% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 0.01% | 3,127 | $213K | New |
| TOST Toast Inc. Class A | 0.01% | 7,470 | $211K | New |
| EVVTY Evolution AB-ADR | 0.01% | 2,133 | $209K | No change |
| IDXX Idexx Laboratories Inc. | 0.01% | 413 | $209K | Reduce -1.2% |
| BMDIX Baird Mid Cap Growth-Inst | 0.01% | 8,336 | $207K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 1,675 | $203K | New |
| SHW The Sherwin-Williams Co. | 0.01% | 525 | $200K | New |
| PRA Proassurance Corp. | 0.01% | 10,649 | $160K | No change |
| BGB Blackstone Strategic Credit | 0.01% | 11,835 | $146K | New |
| FWIAX Nuveen Wi Municipal Bond-A | 0.01% | 14,283 | $143K | Add +0.8% |
| WBD Warner Bros Discovery Inc. | 0.01% | 15,272 | $126K | Reduce -2.9% |
| BTMIX Baird SHRT-TRM Muni BND-Inst | 0.00% | 10,659 | $107K | No change |
| BDJ BlackRock Enhanced Eqty DVD | 0.00% | 10,066 | $87K | Reduce -1.3% |
| CMRF Cim Real Estate Finance Trus | 0.00% | 12,024 | $73K | No change |
| FKINX Franklin Income Fund-A1 | 0.00% | 27,612 | $68K | No change |
| XNROX Neu Re Est Sec Inc. FD Inc.-US filed as NEUBERGER BERMAN REAL ESTATE | 0.00% | 13,661 | $56K | No change |
| WAMVX Wasatch Micro Cap Value-Inv | 0.00% | 12,641 | $50K | No change |
| SHWZ Medicine Man Technologies Inc. | 0.00% | 281,724 | $31K | No change |
| GRAYSCALE ETHEREUM MINI TR E | 0.00% | 12,290 | $30K | New |
| LUMINAR TECHNOLOGIES INC | 0.00% | 22,000 | $20K | No change |
| LXRX Lexicon Pharmaceuticals Inc. | 0.00% | 12,550 | $20K | No change |
| RMSL Remsleep Holdings Inc. | 0.00% | 720,000 | $7K | No change |
| IPDQF Impedimed Ltd. | 0.00% | 20,000 | $774 | No change |
| EQUATORIALE HOLDINGS PTE | 0.00% | 17,000 | $0 | No change |
| MJMJ The Maryjane Group Inc. | 0.00% | 2,649,998 | $0 | No change |
| TPAC Trans-Pacific Aerospace Co. I | 0.00% | 200,000 | $0 | No change |
| SWIBER HOLDINGS LTD | 0.00% | 17,000 | $0 | No change |