| AAPL Apple Inc. | 11.24% | 150,640 | $41.0M | Add +1.9% |
| MSFT Microsoft Corp. | 10.27% | 77,344 | $37.4M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 8.62% | 45,842 | $31.4M | Reduce -0.6% |
| JPIE JPMorgan Income ETF | 5.76% | 453,100 | $21.0M | Add +4.4% |
| AMZN Amazon.com Inc. | 5.53% | 87,280 | $20.1M | Add +0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 5.02% | 671,928 | $18.3M | Add +81.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 5.00% | 345,107 | $18.2M | Add +11.7% |
| NVDA Nvidia Corp. | 4.08% | 79,664 | $14.9M | Reduce -3.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.46% | 30,548 | $12.6M | Add +16.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.30% | 266,240 | $12.0M | Add +5.0% |
| VOO Vanguard S&P 500 ETF | 2.90% | 16,855 | $10.6M | Add +14.7% |
| JNJ Johnson & Johnson | 2.44% | 42,934 | $8.9M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 2.15% | 118,489 | $7.8M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 1.85% | 21,512 | $6.7M | Add +1.6% |
| SMH Vaneck Semiconductor ETF | 1.36% | 13,740 | $4.9M | Reduce -4.5% |
| LLY Eli Lilly & Co. | 1.22% | 4,140 | $4.4M | Reduce -1.2% |
| VMC Vulcan Materials Co. | 1.22% | 15,519 | $4.4M | Reduce -1.7% |
| TSLA Tesla Inc. | 1.11% | 8,971 | $4.0M | Add +2.4% |
| XLY SS Consumer Disc Select Sect | 1.01% | 30,720 | $3.7M | No change |
| IXUS iShares Core Intl Stock ETF | 0.99% | 42,618 | $3.6M | Add +11.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.93% | 26,317 | $3.4M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 4,900 | $3.3M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.82% | 24,870 | $3.0M | Reduce -5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.71% | 8,864 | $2.6M | Add +5.9% |
| SOXX iShares Semiconductor ETF | 0.64% | 7,741 | $2.3M | Reduce -11.1% |
| SCHX Schwab US Large-Cap ETF | 0.61% | 82,997 | $2.2M | Add +24.6% |
| SCHD Schwab US DVD Equity ETF | 0.56% | 74,510 | $2.0M | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 4,046 | $2.0M | Reduce -0.9% |
| CZNC Citizens & Northern Corp. | 0.56% | 100,726 | $2.0M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.56% | 6,460 | $2.0M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.54% | 7,617 | $2.0M | Add +1.9% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 33,891 | $1.7M | Reduce -14.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.46% | 32,650 | $1.7M | Reduce -31.2% |
| MS Morgan Stanley | 0.43% | 8,817 | $1.6M | Reduce -5.4% |
| SCHG Schwab US Large-Cap Growth | 0.43% | 47,564 | $1.6M | Add +8.0% |
| VYM Vanguard High DVD Yield ETF | 0.41% | 10,441 | $1.5M | No change |
| ADI Analog Devices Inc. | 0.39% | 5,200 | $1.4M | Reduce -0.3% |
| EPD Enterprise Products Partners | 0.38% | 43,235 | $1.4M | Reduce -3.2% |
| RTX RTX Corp. | 0.38% | 7,514 | $1.4M | Reduce -0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.37% | 4,882 | $1.4M | Add +8.8% |
| VOX Vanguard Communication Servi | 0.37% | 6,952 | $1.3M | Reduce -5.8% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 10,356 | $1.3M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 3,693 | $1.2M | Add +32.6% |
| IVES Dan Wedbush AI Rev ETF | 0.33% | 37,859 | $1.2M | Add +210.2% |
| BX Blackstone Inc. | 0.30% | 7,208 | $1.1M | Reduce -6.9% |
| IVE iShares S&P 500 Value ETF | 0.29% | 5,037 | $1.1M | No change |
| NEE Nextera Energy Inc. | 0.29% | 13,198 | $1.1M | Add +4.4% |
| META Meta Platforms Inc. Class A | 0.28% | 1,566 | $1.0M | Reduce -2.9% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.28% | 13,588 | $1.0M | Reduce -37.6% |
| COF Capital One Financial Corp. | 0.28% | 4,198 | $1.0M | Reduce -6.3% |
| SCHM Schwab US Mid Cap ETF | 0.26% | 31,868 | $958K | Add +11.3% |
| CNC Centene Corp. | 0.25% | 22,191 | $913K | Reduce -4.3% |
| XOM Exxon Mobil Corp. | 0.25% | 7,492 | $902K | Add +17.5% |
| AMP Ameriprise Financial Inc. | 0.22% | 1,606 | $787K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,279 | $786K | No change |
| ERIE Erie Indemnity Company Class A | 0.20% | 2,550 | $731K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 12,478 | $714K | Reduce -52.7% |
| AVGO Broadcom Inc. | 0.19% | 2,019 | $699K | Add +64.4% |
| XLF SS Financial Select Sector | 0.19% | 12,406 | $679K | No change |
| PFF iShares Preferred & Income S | 0.18% | 21,590 | $668K | No change |
| JPM JPMorgan Chase & Co. | 0.18% | 2,015 | $649K | Add +7.9% |
| SYF Synchrony Financial | 0.16% | 7,144 | $596K | Reduce -0.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 10,148 | $590K | Add +1.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.16% | 7,613 | $580K | Add +120.2% |
| CEG Constellation Energy | 0.16% | 1,634 | $577K | Reduce -0.4% |
| LPLA LPL Financial Holdings Inc. | 0.15% | 1,572 | $561K | No change |
| TXN Texas Instruments Inc. | 0.15% | 3,146 | $546K | Reduce -0.4% |
| IWB iShares Russell 1000 ETF | 0.15% | 1,418 | $530K | No change |
| FELG Fidelity Enh LRG Cap GWTH | 0.14% | 12,657 | $528K | No change |
| MSTR Strategy Inc. | 0.14% | 3,432 | $521K | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 0.14% | 17,765 | $506K | Add +7.0% |
| QCOM Qualcomm Inc. | 0.14% | 2,898 | $496K | Add +4.6% |
| COST Costco Wholesale Corp. | 0.13% | 565 | $487K | Reduce -2.1% |
| GD General Dynamics Corp. | 0.12% | 1,320 | $444K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 759 | $440K | Add +3.8% |
| FULT Fulton Financial Corp. | 0.12% | 21,900 | $423K | No change |
| XLE SS Energy Select Sector | 0.12% | 9,465 | $423K | Reduce -3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,851 | $407K | Add +0.8% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.11% | 7,466 | $394K | New |
| VCRM Vanguard Core Tax-Ex Bond | 0.11% | 5,128 | $388K | New |
| VTES Vanguard SH Term Tax-Ex Bond | 0.11% | 3,812 | $387K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 7,022 | $386K | Reduce -2.8% |
| ADP Automatic Data Processing | 0.10% | 1,473 | $379K | Reduce -28.8% |
| CW Curtiss-Wright Corp. | 0.10% | 669 | $369K | Reduce -0.6% |
| HODL Vaneck Bitcoin ETF | 0.10% | 14,718 | $364K | New |
| IBIT iShares Bitcoin Trust ETF | 0.10% | 7,270 | $361K | Reduce -60.6% |
| CMG Chipotle Mexican Grill Inc. | 0.10% | 9,700 | $359K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.08% | 1,554 | $303K | Reduce -1.1% |
| FTNT Fortinet Inc. | 0.08% | 3,800 | $302K | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 609 | $297K | Reduce -0.2% |
| SMHX Vaneck Fables Smicndctr ETF | 0.08% | 7,810 | $297K | No change |
| MINO PIMCO Municipal Income Oppor | 0.08% | 6,422 | $291K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 933 | $276K | Reduce -2.4% |
| WMT Walmart Inc. | 0.07% | 2,434 | $271K | Add +16.0% |
| GS Goldman Sachs Group Inc. | 0.07% | 305 | $268K | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 0.07% | 541 | $256K | No change |
| HYDB iShares High Yield Systemati | 0.07% | 5,281 | $250K | Add +2.1% |
| HELO JPMorgan Hedged Equity ETF | 0.07% | 3,741 | $249K | Reduce -6.7% |
| EFA iShares MSCI Eafe ETF | 0.07% | 2,542 | $244K | No change |
| JMUB JPMorgan Municipal ETF | 0.07% | 4,689 | $237K | Add +7.5% |
| EXC Exelon Corp. | 0.06% | 5,355 | $233K | Reduce -0.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.06% | 5,275 | $230K | New |
| GLD SPDR Gold Shares | 0.06% | 579 | $229K | New |
| DGRO iShares Core Dividend Growth | 0.06% | 3,269 | $227K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.06% | 2,832 | $213K | Reduce -32.1% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 665 | $205K | Reduce -1.3% |
| AMD Advanced Micro Devices | 0.06% | 954 | $204K | New |
| SUSA iShares ESG Optimized MSCI U | 0.06% | 1,464 | $204K | New |
| SCHB Schwab US Broad Market ETF | 0.06% | 7,746 | $203K | Reduce -13.0% |
| ROST Ross Stores Inc. | 0.06% | 1,125 | $203K | New |
| CLOU Global X Cloud Computing ETF | 0.06% | 8,948 | $202K | Reduce -3.2% |