| VEA Vanguard Ftse Developed ETF | 7.25% | 1,691,484 | $86.0M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 6.76% | 142,796 | $80.2M | Add +2.1% |
| AGG iShares Core U.S. Aggregate | 5.84% | 700,903 | $69.3M | Add +2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.53% | 207,575 | $53.7M | Add +2.5% |
| VIG Vanguard Dividend Apprec ETF | 4.38% | 267,756 | $51.9M | Add +1.8% |
| VWO Vanguard Ftse Emerging Marke | 3.85% | 1,010,219 | $45.7M | Add +2.9% |
| AVUV Avantis US Small Cap Value | 3.82% | 519,823 | $45.3M | Reduce -0.8% |
| BNDX Vanguard Total Intl Bond ETF | 3.46% | 841,657 | $41.1M | Reduce -3.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.99% | 676,708 | $35.4M | Add +2.1% |
| REET iShares Global REIT ETF | 2.78% | 1,359,525 | $33.0M | Add +3.0% |
| BSV Vanguard Short-Term Bond ETF | 2.58% | 390,254 | $30.5M | Add +1.8% |
| AAPL Apple Inc. | 2.02% | 107,651 | $23.9M | Add +7.0% |
| ABBV Abbvie Inc. | 1.90% | 107,462 | $22.5M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.66% | 105,425 | $19.6M | Add +14.1% |
| MSFT Microsoft Corp. | 1.44% | 45,630 | $17.1M | Add +9.3% |
| NVDA Nvidia Corp. | 1.36% | 148,475 | $16.1M | Add +8.2% |
| ABT Abbott Laboratories | 1.31% | 117,322 | $15.6M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 1.27% | 205,408 | $15.1M | Add +4.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.21% | 18 | $14.4M | New |
| IEFA iShares Core MSCI Eafe ETF | 1.21% | 189,669 | $14.3M | Reduce -1.2% |
| IJH iShares Core S&P Midcap ETF | 1.15% | 233,869 | $13.6M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 25,496 | $13.6M | Add +18.6% |
| JPM JPMorgan Chase & Co. | 0.99% | 47,659 | $11.7M | Add +2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.98% | 235,002 | $11.7M | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 0.91% | 199,358 | $10.8M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.86% | 45,772 | $10.1M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.84% | 52,114 | $9.9M | Add +13.2% |
| MUB iShares National Muni Bond E | 0.83% | 93,754 | $9.9M | Add +1.2% |
| IAGG iShares Intl Aggregate Bond | 0.83% | 196,969 | $9.8M | Add +31.1% |
| SUB iShares Short-Term National | 0.59% | 66,453 | $7.0M | Reduce -1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.57% | 111,502 | $6.8M | Reduce -4.6% |
| META Meta Platforms Inc. Class A | 0.54% | 11,092 | $6.4M | Add +11.5% |
| VT Vanguard Tot World STK ETF | 0.53% | 54,278 | $6.3M | Add +3.3% |
| PG The Procter & Gamble Co. | 0.53% | 36,769 | $6.3M | Add +3.1% |
| VNQ Vanguard Real Estate ETF | 0.49% | 64,343 | $5.8M | Add +6.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 21,090 | $5.8M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.48% | 36,728 | $5.7M | Add +5.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.48% | 110,976 | $5.6M | Add +6.7% |
| LLY Eli Lilly & Co. | 0.47% | 6,722 | $5.6M | Add +13.4% |
| GOOGL Alphabet Inc. Class A | 0.47% | 35,723 | $5.5M | Add +9.4% |
| OUNZ Vaneck Merk Gold ETF | 0.43% | 167,778 | $5.1M | No change |
| VIGI Vanguard Int Div App Indx FD | 0.42% | 60,010 | $5.0M | Reduce -2.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.41% | 18,972 | $4.9M | Add +51.2% |
| VOO Vanguard S&P 500 ETF | 0.38% | 8,803 | $4.5M | Add +6.6% |
| AVGO Broadcom Inc. | 0.37% | 26,460 | $4.4M | Add +8.2% |
| KO The Coca-Cola Co. | 0.36% | 59,833 | $4.3M | Add +3.1% |
| UPS United Parcel Service Class B | 0.32% | 34,649 | $3.8M | Add +0.2% |
| TSLA Tesla Inc. | 0.32% | 14,435 | $3.7M | Add +9.4% |
| V Visa Inc. Class A | 0.30% | 10,136 | $3.6M | Add +7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 6,071 | $3.4M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 19,712 | $3.3M | Add +11.7% |
| JNJ Johnson & Johnson | 0.26% | 18,586 | $3.1M | Add +9.3% |
| DE Deere & Co. | 0.25% | 6,361 | $3.0M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.25% | 24,883 | $3.0M | Add +9.9% |
| CINF Cincinnati Financial Corp. | 0.25% | 19,803 | $2.9M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.23% | 2,882 | $2.7M | Add +9.0% |
| NOW ServiceNow Inc. | 0.23% | 3,385 | $2.7M | Add +3.3% |
| MA Mastercard Inc. Class A | 0.22% | 4,741 | $2.6M | Add +7.8% |
| HD Home Depot Inc. | 0.22% | 7,012 | $2.6M | Add +6.2% |
| ORCL Oracle Corp. | 0.22% | 18,286 | $2.6M | Add +4.0% |
| UNH Unitedhealth Group Inc. | 0.21% | 4,805 | $2.5M | Add +12.4% |
| WMT Walmart Inc. | 0.21% | 28,506 | $2.5M | Add +7.9% |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 16,215 | $2.2M | Reduce -1.9% |
| NFLX Netflix Inc. | 0.19% | 2,355 | $2.2M | Add +9.6% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.18% | 43,169 | $2.1M | Reduce -0.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 39,405 | $2.0M | Add +6.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 11,522 | $2.0M | Reduce -0.1% |
| DFAC Dimensional US Core Equity 2 | 0.16% | 57,351 | $1.9M | No change |
| CVX Chevron Corp. | 0.15% | 10,589 | $1.8M | Add +10.2% |
| ETN Eaton Corp. PLC | 0.14% | 6,328 | $1.7M | Add +1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 29,703 | $1.7M | Add +9.4% |
| GLDM SPDR Gold Minishares Trust | 0.14% | 26,930 | $1.7M | Reduce -0.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.14% | 14,182 | $1.6M | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.13% | 5,400 | $1.6M | Add +9.5% |
| MRK Merck & Co. Inc. | 0.13% | 16,767 | $1.5M | Add +5.6% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 3,007 | $1.5M | Add +7.5% |
| HBAN Huntington Bancshares Inc. | 0.12% | 96,911 | $1.5M | Add +35.6% |
| ADBE Adobe Inc. | 0.12% | 3,780 | $1.4M | Add +4.6% |
| PEP Pepsico Inc. | 0.12% | 9,570 | $1.4M | Add +12.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 18,068 | $1.4M | Add +1.2% |
| JPST JPMorgan Ultra-Short Income | 0.12% | 28,105 | $1.4M | Reduce -12.5% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 7,048 | $1.4M | Add +10.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 5,594 | $1.4M | Add +11.8% |
| CSCO Cisco Systems Inc. | 0.12% | 22,443 | $1.4M | Add +11.2% |
| ADP Automatic Data Processing | 0.12% | 4,530 | $1.4M | Add +3.8% |
| CRM Salesforce Inc. | 0.12% | 5,103 | $1.4M | Add +8.3% |
| MCD McDonald's Corp. | 0.11% | 4,101 | $1.3M | Add +11.6% |
| LIN Linde PLC | 0.11% | 2,737 | $1.3M | Add +18.4% |
| SAP Sap SE-Sponsored ADR | 0.10% | 4,531 | $1.2M | Add +9.8% |
| SCHB Schwab US Broad Market ETF | 0.10% | 55,744 | $1.2M | Reduce -4.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 28,176 | $1.2M | Add +7.3% |
| TXN Texas Instruments Inc. | 0.10% | 6,397 | $1.1M | Add +9.1% |
| COP Conocophillips | 0.10% | 10,821 | $1.1M | Add +11.5% |
| JPIE JPMorgan Income ETF | 0.09% | 24,220 | $1.1M | Add +55.0% |
| XLK SS Technology Select Sector | 0.09% | 5,382 | $1.1M | Add +358.0% |
| NEE Nextera Energy Inc. | 0.09% | 15,570 | $1.1M | Add +11.4% |
| LOW Lowe's Cos Inc. | 0.09% | 4,691 | $1.1M | Add +5.8% |
| SPYI Neos S&P 500 High Income ETF | 0.09% | 22,283 | $1.1M | Add +9.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 1,593 | $1.1M | Add +17.4% |
| SHOP Shopify Inc. Class A | 0.09% | 10,874 | $1.0M | Reduce -0.8% |
| T AT&T Inc. | 0.09% | 36,682 | $1.0M | Add +11.0% |
| HDB HDFC Bank Ltd.-ADR | 0.09% | 15,528 | $1.0M | Add +24.4% |
| UNP Union Pacific Corp. | 0.09% | 4,303 | $1.0M | Add +25.5% |
| BKNG Booking Holdings Inc. | 0.09% | 219 | $1.0M | Add +9.0% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 8,897 | $992K | Add +11.3% |
| IWN iShares Russell 2000 Value E | 0.08% | 6,440 | $972K | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 2,064 | $968K | Reduce -8.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.08% | 13,852 | $962K | Add +4.1% |
| CAH Cardinal Health Inc. | 0.08% | 6,882 | $948K | Add +2.2% |
| ACN Accenture PLC Class A | 0.08% | 3,011 | $940K | Add +10.0% |
| SPGI S&P Global Inc. | 0.08% | 1,844 | $937K | Add +8.7% |
| IBN Icici Bank Ltd.-Spon ADR | 0.08% | 29,077 | $917K | Add +19.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 2,444 | $906K | Add +0.0% |
| PGR Progressive Corp. | 0.08% | 3,183 | $901K | Add +6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 7,394 | $901K | Add +5.0% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.07% | 15,301 | $879K | Add +7.6% |
| AEP American Electric Power | 0.07% | 7,998 | $874K | Add +3.6% |
| ELV Elevance Health Inc. | 0.07% | 2,009 | $874K | Add +32.4% |
| AMGN Amgen Inc. | 0.07% | 2,788 | $869K | Add +21.4% |
| AXP American Express Co. | 0.07% | 3,217 | $865K | Add +8.4% |
| PFE Pfizer Inc. | 0.07% | 34,147 | $865K | Add +4.4% |
| VZ Verizon Communications Inc. | 0.07% | 18,857 | $855K | Add +11.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 8,635 | $852K | Add +15.5% |
| WFC Wells Fargo & Co. | 0.07% | 11,870 | $852K | Add +17.3% |
| GS Goldman Sachs Group Inc. | 0.07% | 1,550 | $847K | Add +8.9% |
| VGT Vanguard Info Tech ETF | 0.07% | 1,558 | $845K | Reduce -31.0% |
| CAT Caterpillar Inc. | 0.07% | 2,543 | $839K | Add +7.3% |
| INTU Intuit Inc. | 0.07% | 1,365 | $838K | Add +10.5% |
| BABA Alibaba Group Holding-SP ADR | 0.07% | 6,326 | $836K | Add +15.0% |
| AOR iShares Core 60/40 Balanced | 0.07% | 14,318 | $824K | Reduce -5.0% |
| BLK BlackRock Inc. | 0.07% | 863 | $816K | Add +7.5% |
| BSX Boston Scientific Corp. | 0.07% | 8,013 | $808K | Add +7.2% |
| RTX RTX Corp. | 0.07% | 6,097 | $808K | Add +12.3% |
| SONY Sony Group Corp. - SP ADR | 0.07% | 31,692 | $805K | Add +9.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 2,273 | $801K | Add +9.2% |
| GAL SS Global Allocation ETF | 0.07% | 17,865 | $801K | Reduce -11.9% |
| MRSH Marsh & McLennan Cos | 0.07% | 3,255 | $794K | Add +9.0% |
| PM Philip Morris International | 0.07% | 4,983 | $791K | Add +25.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.07% | 10,735 | $789K | Add +17.0% |
| ISRG Intuitive Surgical Inc. | 0.07% | 1,589 | $787K | Add +14.7% |
| AMD Advanced Micro Devices | 0.07% | 7,626 | $783K | Add +12.0% |
| DHR Danaher Corp. | 0.07% | 3,787 | $776K | Add +13.0% |
| LMT Lockheed Martin Corp. | 0.07% | 1,738 | $776K | Add +16.1% |
| CB Chubb Ltd. | 0.07% | 2,564 | $774K | Add +3.7% |
| APH Amphenol Corp. Class A | 0.07% | 11,787 | $773K | Add +2.4% |
| MMM 3M Co. | 0.06% | 5,188 | $762K | Add +7.0% |
| SHW The Sherwin-Williams Co. | 0.06% | 2,175 | $759K | Add +6.9% |
| INFY Infosys Ltd.-SP ADR | 0.06% | 41,588 | $759K | Add +20.4% |
| FISV Fiserv Inc. | 0.06% | 3,421 | $755K | Add +1.7% |
| SHEL Shell PLC-ADR | 0.06% | 10,208 | $748K | Add +20.3% |
| MCK McKesson Corp. | 0.06% | 1,107 | $745K | Add +16.9% |
| SBUX Starbucks Corp. | 0.06% | 7,592 | $745K | Add +8.1% |
| CME Cme Group Inc. | 0.06% | 2,802 | $743K | Add +11.2% |
| IAU iShares Gold Trust | 0.06% | 12,541 | $739K | Add +0.6% |
| SCHW Schwab (charles) Corp. | 0.06% | 9,382 | $734K | Add +14.3% |
| QCOM Qualcomm Inc. | 0.06% | 4,760 | $731K | Add +15.8% |
| MEDP Medpace Holdings Inc. | 0.06% | 2,386 | $727K | Add +0.4% |
| CMCSA Comcast Corp. Class A | 0.06% | 19,684 | $726K | Reduce -6.5% |
| ESGD iShares Trust iShares ESG Aw | 0.06% | 8,840 | $722K | Add +1.1% |
| TMUS T-Mobile US Inc. | 0.06% | 2,707 | $722K | Add +12.9% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.06% | 45,999 | $711K | Add +6.4% |
| MS Morgan Stanley | 0.06% | 6,081 | $709K | Add +7.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 7,540 | $706K | Add +0.2% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.06% | 17,955 | $704K | Add +15.6% |
| EMR Emerson Electric Co. | 0.06% | 6,163 | $676K | Add +4.5% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 7,955 | $671K | Add +29.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.06% | 18,411 | $665K | Add +128.8% |
| CI The Cigna Group | 0.06% | 2,021 | $665K | Add +10.8% |
| STXF Strive 500 ETF | 0.06% | 18,401 | $664K | Add +0.2% |
| SYK Stryker Corp. | 0.06% | 1,772 | $660K | Add +13.4% |
| VHT Vanguard Health Care ETF | 0.06% | 2,465 | $653K | Reduce -6.6% |
| WOR Worthington Enterprises Inc. | 0.05% | 13,012 | $652K | Add +10.3% |
| UL Unilever PLC | 0.05% | 10,923 | $650K | Add +17.3% |
| TM Toyota Motor Corp. -Spon ADR | 0.05% | 3,641 | $643K | Add +16.6% |
| BA The Boeing Co. | 0.05% | 3,673 | $626K | Add +22.1% |
| AMT American Tower Corp. | 0.05% | 2,865 | $623K | Add +10.1% |
| WIT Wipro Ltd.-ADR | 0.05% | 203,465 | $623K | Add +12.3% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 4,825 | $622K | Add +0.2% |
| AMAT Applied Materials Inc. | 0.05% | 4,221 | $613K | Add +13.9% |
| ORLY O'reilly Automotive Inc. | 0.05% | 427 | $612K | Add +5.2% |
| ITW Illinois Tool Works | 0.05% | 2,453 | $608K | Add +4.1% |
| MO Altria Group Inc. | 0.05% | 9,960 | $598K | Add +11.7% |
| ICE Intercontinental Exchange Inc. | 0.05% | 3,447 | $595K | Add +8.2% |
| AVIG Avantis Core Fixed Income | 0.05% | 14,229 | $589K | New |
| PXF Invesco Rafi Developed Marke | 0.05% | 11,324 | $589K | No change |
| PLD Prologis Inc. | 0.05% | 5,251 | $587K | Add +10.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.05% | 7,340 | $586K | No change |
| SPOT Spotify Technology SA | 0.05% | 1,059 | $582K | Add +62.7% |
| GILD Gilead Sciences Inc. | 0.05% | 5,198 | $582K | Add +11.3% |
| UBS UBS Group AG-Reg | 0.05% | 18,564 | $569K | Add +5.7% |
| WELL Welltower Inc. | 0.05% | 3,699 | $567K | Add +7.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 1,158 | $561K | Add +40.5% |
| VDE Vanguard Energy ETF | 0.05% | 4,298 | $557K | Reduce -0.6% |
| ANET Arista Networks Inc. | 0.05% | 7,030 | $545K | Add +4.8% |
| UBER Uber Technologies Inc. | 0.05% | 7,452 | $543K | Add +36.1% |
| GEF.B Greif Inc. Class B | 0.05% | 9,157 | $543K | Reduce -2.1% |
| HON Honeywell International Inc. | 0.05% | 2,563 | $543K | Add +14.6% |
| AZO AutoZone Inc. | 0.04% | 140 | $534K | Add +6.1% |
| LRCX Lam Research Corp. | 0.04% | 7,327 | $533K | Add +9.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 15,219 | $532K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.04% | 3,107 | $530K | Add +20.0% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 18,925 | $529K | Add +0.5% |
| RDY Dr. Reddy's Laboratories-ADR | 0.04% | 39,415 | $520K | Add +22.2% |
| RY Royal Bank of Canada | 0.04% | 4,578 | $516K | Add +12.1% |
| KR Kroger Co. | 0.04% | 7,563 | $512K | Add +3.9% |
| SCHX Schwab US Large-Cap ETF | 0.04% | 23,097 | $510K | New |
| WM Waste Management Inc. | 0.04% | 2,201 | $510K | Add +11.4% |
| TRV The Travelers Cos Inc. | 0.04% | 1,913 | $506K | Add +5.0% |
| CTAS Cintas Corp. | 0.04% | 2,459 | $505K | Add +3.2% |
| GEV GE Vernova Inc. | 0.04% | 1,643 | $502K | Add +5.0% |
| MCO Moody's Corp. | 0.04% | 1,075 | $501K | Add +6.3% |
| TTE Totalenergies SE -Spon ADR | 0.04% | 7,679 | $497K | Add +25.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.04% | 495 | $489K | Add +2.1% |
| UMC United Microelectron-SP ADR | 0.04% | 68,371 | $489K | Add +18.2% |
| ESGV Vanguard ESG US Stock ETF | 0.04% | 4,958 | $486K | Add +5.2% |
| C Citigroup Inc. | 0.04% | 6,838 | $485K | Add +19.4% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 7,851 | $479K | Add +16.6% |
| EQIX Equinix Inc. | 0.04% | 582 | $475K | Add +8.6% |
| ADI Analog Devices Inc. | 0.04% | 2,342 | $472K | Add +9.8% |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 12,076 | $464K | Add +0.3% |
| ACWV iShares MSCI Global Min Vol | 0.04% | 3,969 | $462K | No change |
| STXK Strive Small-Cap ETF | 0.04% | 16,061 | $461K | Reduce -0.0% |
| GEF Greif Inc. Class A | 0.04% | 8,372 | $460K | Add +72.5% |
| JMUB JPMorgan Municipal ETF | 0.04% | 9,003 | $450K | Add +0.8% |
| WF Woori Financial-Spon ADR | 0.04% | 13,260 | $443K | Add +11.8% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 6,516 | $442K | Add +22.6% |
| MU Micron Technology Inc. | 0.04% | 5,076 | $441K | Add +14.8% |
| KLAC KLA Corp. | 0.04% | 647 | $440K | Add +10.0% |
| SHG Shinhan Financial Group-ADR | 0.04% | 13,671 | $439K | Add +6.1% |
| BBWI Bath & Body Works Inc. | 0.04% | 14,335 | $435K | Reduce -8.1% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.04% | 31,880 | $434K | Add +8.3% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.04% | 8,024 | $434K | Add +3.5% |
| APD Air Products & Chemicals Inc. | 0.04% | 1,468 | $433K | Add +17.3% |
| DUK Duke Energy Corp. | 0.04% | 3,525 | $430K | Add +4.3% |
| NOC Northrop Grumman Corp. | 0.04% | 838 | $429K | Add +17.0% |
| WMB Williams Cos Inc. | 0.04% | 7,150 | $427K | Add +7.1% |
| RELX Relx PLC - Spon ADR | 0.04% | 8,475 | $427K | Add +10.1% |
| CDNS Cadence Design SYS Inc. | 0.04% | 1,672 | $425K | Add +2.6% |
| TRI Thomson Reuters Corp. | 0.04% | 2,456 | $424K | Add +4.9% |
| PSX Phillips 66 | 0.04% | 3,421 | $422K | Add +11.0% |
| SNPS Synopsys Inc. | 0.04% | 981 | $421K | Reduce -5.1% |
| INTC Intel Corp. | 0.04% | 18,433 | $419K | Add +64.2% |
| ROP Roper Technologies Inc. | 0.04% | 710 | $419K | Add +6.3% |
| TD Toronto-Dominion Bank | 0.04% | 6,964 | $417K | Add +21.0% |
| BHP BHP Group Ltd.-Spon ADR | 0.04% | 8,581 | $417K | Add +7.2% |
| SCHF Schwab Intl Equity ETF | 0.04% | 21,044 | $416K | Add +6.6% |
| ALL Allstate Corp. | 0.03% | 1,995 | $413K | Add +6.2% |
| SNY Sanofi-ADR | 0.03% | 7,425 | $412K | Add +10.7% |
| HIG Hartford Insurance Group Inc. | 0.03% | 3,323 | $411K | Add +18.3% |
| ET Energy Transfer LP | 0.03% | 22,068 | $410K | Add +0.0% |
| KMB Kimberly-Clark Corp. | 0.03% | 2,859 | $407K | Add +9.8% |
| SAN Banco Santander SA-Spon ADR | 0.03% | 60,666 | $406K | Add +14.1% |
| MPC Marathon Petroleum Corp. | 0.03% | 2,784 | $406K | Add +11.1% |
| CSX CSX Corp. | 0.03% | 13,558 | $399K | Add +5.4% |
| AMP Ameriprise Financial Inc. | 0.03% | 821 | $397K | Add +6.1% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.03% | 6,414 | $395K | Add +23.8% |
| PEG Public Service Enterprise GP | 0.03% | 4,795 | $395K | Add +4.4% |
| CP Canadian Pacific Kansas City | 0.03% | 5,604 | $393K | Add +4.0% |
| IQLT iShares MSCI International Q | 0.03% | 9,912 | $393K | New |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 2,267 | $393K | New |
| TT Trane Technologies PLC | 0.03% | 1,162 | $392K | Add +9.7% |
| ADSK Autodesk Inc. | 0.03% | 1,491 | $390K | Add +4.8% |
| MFG Mizuho Financial Group-ADR | 0.03% | 70,381 | $388K | Add +8.7% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 4,056 | $387K | Add +8.3% |
| HCA HCA Healthcare Inc. | 0.03% | 1,116 | $386K | Add +21.7% |
| AON Aon PLC Class A | 0.03% | 965 | $385K | Add +13.3% |
| RSG Republic Services Inc. | 0.03% | 1,590 | $385K | Add +9.5% |
| ZTS Zoetis Inc. | 0.03% | 2,337 | $385K | Add +5.8% |
| PH Parker Hannifin Corp. | 0.03% | 624 | $379K | Add +7.8% |
| BX Blackstone Inc. | 0.03% | 2,711 | $379K | Add +28.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.03% | 6,841 | $377K | Reduce -0.9% |
| BDX Becton Dickinson and Co. | 0.03% | 1,645 | $377K | Add +1.0% |
| CEG Constellation Energy | 0.03% | 1,844 | $372K | Add +9.5% |
| AFL Aflac Inc. | 0.03% | 3,341 | $371K | Add +8.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.03% | 1,610 | $366K | Add +11.4% |
| ASX Ase Technology Holding -ADR | 0.03% | 41,488 | $363K | Add +6.8% |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 2,980 | $363K | Add +0.3% |
| FTNT Fortinet Inc. | 0.03% | 3,773 | $363K | Add +7.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.03% | 1,043 | $360K | Add +16.1% |
| SLF Sun Life Financial Inc. | 0.03% | 6,279 | $360K | Add +13.8% |
| COF Capital One Financial Corp. | 0.03% | 2,003 | $359K | Add +7.6% |
| ARCC Ares Capital Corp. | 0.03% | 16,166 | $358K | Add +23.4% |
| MSI Motorola Solutions Inc. | 0.03% | 814 | $356K | Add +8.7% |
| AIG American International Group | 0.03% | 4,094 | $356K | Add +6.3% |
| BP BP PLC-Spons ADR | 0.03% | 10,461 | $353K | Add +14.2% |
| STXE Strive Em Markets Ex-China | 0.03% | 12,885 | $352K | Reduce -0.7% |
| WPM Wheaton Precious Metals Corp. | 0.03% | 4,497 | $349K | Add +5.0% |
| MAR Marriott International Class A | 0.03% | 1,462 | $348K | Add +14.1% |
| USB US Bancorp | 0.03% | 8,182 | $345K | Add +11.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.03% | 1,650 | $339K | Add +8.6% |
| CBOE Cboe Global Markets Inc. | 0.03% | 1,496 | $338K | New |
| TGT Target Corp. | 0.03% | 3,233 | $337K | Reduce -4.5% |
| DFS Discover Financial Services | 0.03% | 1,971 | $336K | Add +5.2% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.03% | 24,653 | $336K | Add +1.3% |
| CNI Canadian Natl Railway Co. | 0.03% | 3,437 | $335K | Reduce -18.4% |
| PABU Ishr Par-Alnd Clim Opt Mue-U | 0.03% | 5,578 | $334K | Reduce -2.1% |
| COR Cencora Inc. | 0.03% | 1,198 | $333K | Add +6.8% |
| GD General Dynamics Corp. | 0.03% | 1,221 | $333K | Add +19.6% |
| MFC Manulife Financial Corp. | 0.03% | 10,653 | $332K | Add +6.7% |
| DX Dynex Capital Inc. | 0.03% | 25,447 | $331K | Add +60.8% |
| ENB Enbridge Inc. | 0.03% | 7,475 | $331K | Add +15.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.03% | 9,921 | $330K | Add +0.2% |
| PDD PDD Holdings Inc. | 0.03% | 2,784 | $329K | Add +15.0% |
| G Genpact Ltd. | 0.03% | 6,530 | $329K | Reduce -11.9% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.03% | 6,897 | $327K | Add +19.4% |
| LNG Cheniere Energy Inc. | 0.03% | 1,406 | $325K | Add +5.8% |
| SO The Southern Co. | 0.03% | 3,530 | $325K | Add +16.9% |
| AWK American Water Works Co. Inc. | 0.03% | 2,193 | $324K | New |
| CCI Crown Castle Inc. | 0.03% | 3,073 | $320K | Add +35.2% |
| JD Jd.com Inc.-ADR | 0.03% | 7,732 | $318K | Add +13.5% |
| EOG EOG Resources Inc. | 0.03% | 2,470 | $317K | Add +7.7% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 6,308 | $317K | Add +8.0% |
| CNQ Canadian Natural Resources | 0.03% | 10,278 | $317K | Add +19.8% |
| GLW Corning Inc. | 0.03% | 6,839 | $313K | Add +6.6% |
| WDAY Workday Inc. Class A | 0.03% | 1,325 | $309K | Add +12.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.03% | 1,526 | $307K | Add +0.2% |
| WS Worthington Steel Inc. | 0.03% | 12,133 | $307K | Add +6.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 3,660 | $307K | Add +19.0% |
| URI United Rentals Inc. | 0.03% | 489 | $306K | Add +5.8% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.03% | 5,438 | $306K | Add +5.2% |
| EGP Eastgroup Properties Inc. | 0.03% | 1,728 | $304K | Reduce -1.6% |
| WAB Wabtec Corp. | 0.03% | 1,675 | $304K | Add +6.2% |
| TRGP Targa Resources Corp. | 0.03% | 1,510 | $303K | Add +7.7% |
| CL Colgate-Palmolive Co. | 0.03% | 3,229 | $303K | Add +16.1% |
| ING ING Groep N.V.-Sponsored ADR | 0.03% | 15,435 | $302K | Add +6.7% |
| YUM Yum! Brands Inc. | 0.03% | 1,918 | $302K | Add +20.0% |
| SCCO Southern Copper Corp. | 0.03% | 3,211 | $300K | Add +16.5% |
| MSCI MSCI Inc. | 0.03% | 528 | $299K | Add +17.1% |
| FRME First Merchants Corp. | 0.03% | 7,335 | $297K | Add +11.2% |
| TAK Takeda Pharmaceutic-SP ADR | 0.02% | 19,827 | $295K | Add +25.8% |
| MDT Medtronic PLC | 0.02% | 3,277 | $294K | New |
| PNC PNC Financial Services Group | 0.02% | 1,674 | $294K | Add +7.4% |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 2,493 | $293K | Reduce -0.6% |
| CVS CVS Health Corp. | 0.02% | 4,320 | $293K | New |
| CRH CRH PLC | 0.02% | 3,291 | $290K | Add +4.9% |
| CPRT Copart Inc. | 0.02% | 5,083 | $288K | Add +9.2% |
| PKX Posco Holdings Inc. -Spon ADR | 0.02% | 6,046 | $287K | Add +21.6% |
| BTI British American Tob-SP ADR | 0.02% | 6,916 | $286K | Add +15.5% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.02% | 8,067 | $285K | No change |
| BN Brookfield Corp. | 0.02% | 5,434 | $285K | Add +7.7% |
| MNST Monster Beverage Corp. | 0.02% | 4,848 | $284K | Add +11.7% |
| VFH Vanguard Financials ETF | 0.02% | 2,370 | $283K | Add +1.3% |
| STXD Strive 1000 Dividend Growth | 0.02% | 8,706 | $282K | Add +0.2% |
| APP AppLovin Corp. Class A | 0.02% | 1,050 | $278K | Reduce -0.6% |
| FCX Freeport-McMoran Inc. | 0.02% | 7,265 | $275K | Add +9.2% |
| VPU Vanguard Utilities ETF | 0.02% | 1,609 | $275K | Add +0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.02% | 1,087 | $274K | Reduce -0.1% |
| FAST Fastenal Co. | 0.02% | 3,504 | $272K | Add +15.4% |
| PAYX Paychex Inc. | 0.02% | 1,745 | $269K | Add +14.1% |
| IDXX Idexx Laboratories Inc. | 0.02% | 641 | $269K | Add +3.9% |
| CMI Cummins Inc. | 0.02% | 856 | $268K | Add +10.0% |
| RACE Ferrari NV | 0.02% | 627 | $268K | Add +6.5% |
| REGN Regeneron Pharmaceuticals | 0.02% | 421 | $267K | Add +24.6% |
| D Dominion Energy Inc. | 0.02% | 4,758 | $267K | New |
| LHX L3HARRIS Technologies Inc. | 0.02% | 1,273 | $266K | Add +15.7% |
| TDG Transdigm Group Inc. | 0.02% | 192 | $266K | Add +11.0% |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 2,441 | $265K | New |
| AME Ametek Inc. | 0.02% | 1,537 | $265K | Add +15.7% |
| APO Apollo Global Management Inc. | 0.02% | 1,918 | $263K | Add +34.3% |
| EBAY eBay Inc. | 0.02% | 3,875 | $262K | Add +11.6% |
| CCJ Cameco Corp. | 0.02% | 6,374 | $262K | Add +1.9% |
| OKE Oneok Inc. | 0.02% | 2,640 | $262K | Add +13.3% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 4,323 | $261K | Add +0.2% |
| IONQ Ionq Inc. | 0.02% | 11,814 | $261K | Reduce -0.1% |
| SPG Simon Property Group Inc. | 0.02% | 1,565 | $260K | Add +7.7% |
| IXN iShares Global Tech ETF | 0.02% | 3,426 | $259K | No change |
| ACWI iShares MSCI Acwi ETF | 0.02% | 2,222 | $259K | No change |
| SRE Sempra | 0.02% | 3,601 | $257K | Reduce -15.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.02% | 9,079 | $250K | Add +20.7% |
| MDY State Street SPDR S&P Midcap | 0.02% | 468 | $250K | Reduce -0.6% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.02% | 9,169 | $249K | Reduce -7.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 592 | $249K | No change |
| ABNB Airbnb Inc. Class A | 0.02% | 2,075 | $248K | Reduce -1.7% |
| O Realty Income Corp. | 0.02% | 4,269 | $248K | New |
| DASH DoorDash Inc. Class A | 0.02% | 1,353 | $247K | Add +11.6% |
| CDW CDW Corp. | 0.02% | 1,533 | $246K | Add +8.7% |
| NKE Nike Inc. Class B | 0.02% | 3,867 | $245K | Add +1.9% |
| PSA Public Storage | 0.02% | 817 | $245K | Add +15.7% |
| GSK GSK PLC-Spon ADR | 0.02% | 6,257 | $242K | New |
| NMR Nomura Holdings Inc.-Spon ADR | 0.02% | 39,391 | $242K | Add +10.9% |
| EXC Exelon Corp. | 0.02% | 5,208 | $240K | New |
| NSC Norfolk Southern Corp. | 0.02% | 1,013 | $240K | Add +6.4% |
| SKM SK Telecom Co. Ltd.-Spon ADR | 0.02% | 11,274 | $240K | New |
| IWD iShares Russell 1000 Value E | 0.02% | 1,273 | $240K | Reduce -3.6% |
| VRT Vertiv Holdings Co. Class A | 0.02% | 3,310 | $239K | New |
| DLR Digital Realty Trust Inc. | 0.02% | 1,666 | $239K | Add +16.7% |
| CARR Carrier Global Corp. | 0.02% | 3,730 | $236K | Add +18.1% |
| ESLT Elbit Systems Ltd. | 0.02% | 612 | $235K | New |
| BR Broadridge Financial Solutio | 0.02% | 968 | $235K | Add +0.2% |
| RWO State Street SPDR Dow Jones | 0.02% | 5,355 | $234K | Add +0.4% |
| NI Nisource Inc. | 0.02% | 5,825 | $234K | Add +1.6% |
| STE Steris PLC | 0.02% | 1,025 | $232K | New |
| ALC Alcon Inc. filed as ALCON AG | 0.02% | 2,436 | $231K | New |
| EQH Equitable Holdings Inc. | 0.02% | 4,418 | $230K | New |
| PRU Prudential Financial Inc. | 0.02% | 2,055 | $230K | Add +0.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.02% | 2,930 | $228K | No change |
| ES Eversource Energy | 0.02% | 3,667 | $228K | New |
| PWR Quanta Services Inc. | 0.02% | 895 | $227K | Add +12.2% |
| ED Consolidated Edison Inc. | 0.02% | 2,051 | $227K | Reduce -21.5% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.02% | 10,849 | $227K | Add +13.4% |
| KDP Keurig Dr Pepper Inc. | 0.02% | 6,574 | $225K | Add +1.6% |
| MET Metlife Inc. | 0.02% | 2,784 | $224K | Add +13.2% |
| FICO Fair Isaac Corp. | 0.02% | 121 | $223K | Add +6.1% |
| HLN Haleon PLC-ADR | 0.02% | 21,645 | $223K | Add +8.0% |
| PYPL PayPal Holdings Inc. | 0.02% | 3,406 | $222K | Add +10.0% |
| GIS General Mills Inc. | 0.02% | 3,711 | $222K | Reduce -9.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.02% | 8,824 | $221K | Add +0.7% |
| LYG Lloyds Banking Group PLC-ADR | 0.02% | 57,598 | $220K | Add +32.6% |
| XPEV Xpeng Inc. - ADR | 0.02% | 10,556 | $219K | Add +3.4% |
| ODFL Old Dominion Freight Line | 0.02% | 1,321 | $219K | Add +3.9% |
| IWM iShares Russell 2000 ETF | 0.02% | 1,088 | $217K | Reduce -2.6% |
| NGG National Grid PLC-SP ADR | 0.02% | 3,302 | $217K | New |
| IJR iShares Core S&P Small-Cap E | 0.02% | 2,072 | $217K | Reduce -8.4% |
| MLM Martin Marietta Materials | 0.02% | 452 | $216K | Add +4.9% |
| XLE SS Energy Select Sector | 0.02% | 2,307 | $216K | Reduce -9.3% |
| JCI Johnson Controls Internation | 0.02% | 2,679 | $215K | Add +10.1% |
| SU Suncor Energy Inc. | 0.02% | 5,489 | $213K | New |
| NDAQ Nasdaq Inc. | 0.02% | 2,801 | $212K | New |
| GIB Cgi Inc. | 0.02% | 2,125 | $212K | No change |
| TKC Turkcell Iletisim Hizmet-ADR | 0.02% | 33,924 | $211K | Add +12.1% |
| DFAS Dimensional US Small Cap ETF | 0.02% | 3,529 | $211K | Add +0.2% |
| HPQ HP Inc. | 0.02% | 7,587 | $210K | Add +18.3% |
| OMF Onemain Holdings Inc. | 0.02% | 4,294 | $210K | No change |
| CNC Centene Corp. | 0.02% | 3,433 | $208K | New |
| KEYS Keysight Technologies Inc. | 0.02% | 1,390 | $208K | New |
| PODD Insulet Corp. | 0.02% | 792 | $208K | New |
| VEEV Veeva Systems Inc. Class A | 0.02% | 895 | $207K | New |
| FITB Fifth Third Bancorp | 0.02% | 5,272 | $207K | New |
| SPHD Invesco S&P 500 High Dividen | 0.02% | 4,110 | $206K | Add +0.1% |
| RBA RB Global Inc. | 0.02% | 2,058 | $206K | New |
| PRK Park National Corp. | 0.02% | 1,358 | $206K | Add +0.1% |
| RPRX Royalty Pharma PLC Class A | 0.02% | 6,603 | $206K | New |
| CHKP Check Point Software Tech | 0.02% | 900 | $205K | New |
| CBRE CBRE Group Inc. Class A | 0.02% | 1,565 | $205K | New |
| ARGX Argenx SE - ADR | 0.02% | 344 | $204K | New |
| HDV iShares Core High Dividend E | 0.02% | 1,678 | $203K | New |
| VLO Valero Energy Corp. | 0.02% | 1,534 | $203K | New |
| HPE Hewlett Packard Enterprise | 0.02% | 13,114 | $202K | Add +0.5% |
| OTIS Otis Worldwide Corp. | 0.02% | 1,959 | $202K | New |
| VST Vistra Corp. | 0.02% | 1,718 | $202K | New |
| EFA iShares MSCI Eafe ETF | 0.02% | 2,460 | $201K | New |
| KEP Korea Elec Power Corp.-SP ADR | 0.02% | 26,817 | $199K | Add +10.2% |
| HELP Cybin Inc. | 0.02% | 30,344 | $192K | No change |
| BCS Barclays PLC-Spons ADR | 0.02% | 12,094 | $186K | Add +13.7% |
| NOK Nokia Corp.-Spon ADR | 0.02% | 34,312 | $181K | Add +21.2% |
| SYY Sysco Corp. | 0.01% | 2,324 | $174K | New |
| ICL Icl Group Ltd. | 0.01% | 30,792 | $173K | Add +3.7% |
| TME Tencent Music Entertainm-ADR | 0.01% | 11,896 | $171K | Add +4.0% |
| PSO Pearson PLC-Sponsored ADR | 0.01% | 10,416 | $167K | New |
| KGC Kinross Gold Corp. | 0.01% | 13,188 | $166K | No change |
| ELP Companhia Paranaense DE Ener | 0.01% | 22,478 | $164K | Add +87.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 2,733 | $161K | Add +0.6% |
| LPL LG Display Co. Ltd.-ADR | 0.01% | 47,264 | $147K | Add +98.7% |
| NWG Natwest Group PLC -Spon ADR | 0.01% | 11,077 | $132K | New |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.01% | 20,900 | $115K | Add +52.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 11,124 | $114K | New |
| AGL Agilon Health Inc. | 0.01% | 24,638 | $107K | Reduce -5.0% |
| AKBA Akebia Therapeutics Inc. | 0.01% | 45,000 | $86K | Add +200.0% |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 19,044 | $86K | Add +29.1% |
| CX Cemex Sab-Spons ADR Part Cer | 0.01% | 15,323 | $86K | Add +4.6% |
| UGP Ultrapar Particpac-Spon ADR | 0.01% | 26,109 | $80K | Add +28.7% |
| MPT Medical Properties Trust Inc. | 0.01% | 12,977 | $78K | New |
| CIG Cia Energetica DE-Spon ADR | 0.01% | 43,177 | $76K | Add +22.9% |
| AEG Aegon Ltd.-NY Reg SHR | 0.01% | 11,423 | $75K | No change |
| CFFN Capitol Federal Financial Inc. | 0.01% | 13,237 | $74K | No change |
| JBLU Jetblue Airways Corp. | 0.01% | 14,532 | $70K | Add +4.8% |
| RXRX Recursion Pharmaceuticals-A | 0.01% | 13,088 | $69K | New |
| NIO Nio Inc. - ADR | 0.01% | 17,071 | $65K | Reduce -25.1% |
| BBD Banco Bradesco-ADR | 0.01% | 28,765 | $64K | Add +48.1% |
| TELFY Telefonica SA-Spon ADR | 0.00% | 12,542 | $58K | No change |
| BDN Brandywine Realty Trust | 0.00% | 12,822 | $57K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 1,728 | $40K | Reduce -32.2% |
| ABEV Ambev SA-ADR | 0.00% | 15,521 | $36K | Reduce -62.4% |
| ENIC Enel Chile SA-ADR | 0.00% | 10,131 | $33K | New |
| JMIA Jumia Technologies AG-ADR | 0.00% | 14,552 | $31K | New |
| SCYX Scynexis Inc. | 0.00% | 15,000 | $14K | No change |