| AAPL Apple Inc. | 6.16% | 294,384 | $65.4M | Reduce -1.5% |
| MSFT Microsoft Corp. | 4.71% | 133,422 | $50.1M | Reduce -0.2% |
| NVDA Nvidia Corp. | 4.36% | 426,963 | $46.3M | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 3.17% | 137,175 | $33.6M | Add +2.2% |
| AVGO Broadcom Inc. | 2.88% | 183,055 | $30.6M | Reduce -1.5% |
| V Visa Inc. Class A | 2.34% | 71,064 | $24.9M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 2.09% | 143,288 | $22.2M | Add +2.3% |
| COST Costco Wholesale Corp. | 1.95% | 21,929 | $20.7M | Add +1.5% |
| MA Mastercard Inc. Class A | 1.90% | 36,733 | $20.1M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.86% | 103,989 | $19.8M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.75% | 39,694 | $18.6M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.64% | 31,182 | $17.4M | Add +2.6% |
| NEE Nextera Energy Inc. | 1.53% | 229,972 | $16.3M | Reduce -2.1% |
| ABBV Abbvie Inc. | 1.53% | 77,780 | $16.3M | Add +0.4% |
| SHW The Sherwin-Williams Co. | 1.52% | 46,096 | $16.1M | Reduce -0.9% |
| SYK Stryker Corp. | 1.47% | 42,001 | $15.6M | Add +1.6% |
| HD Home Depot Inc. | 1.45% | 42,047 | $15.4M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 1.34% | 27,103 | $14.2M | Reduce -4.9% |
| ADP Automatic Data Processing | 1.33% | 46,160 | $14.1M | Reduce -0.8% |
| ICE Intercontinental Exchange Inc. | 1.29% | 79,165 | $13.7M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.20% | 105,017 | $12.8M | Add +1.2% |
| PG The Procter & Gamble Co. | 1.18% | 73,689 | $12.6M | Reduce -3.1% |
| DHR Danaher Corp. | 1.17% | 60,632 | $12.4M | Reduce -2.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.10% | 380,190 | $11.7M | Add +30.8% |
| APH Amphenol Corp. Class A | 1.01% | 163,242 | $10.7M | Add +6.5% |
| GOOG Alphabet Inc. Class C | 0.94% | 63,672 | $9.9M | Add +2.7% |
| JNJ Johnson & Johnson | 0.89% | 57,263 | $9.5M | Reduce -5.7% |
| ACN Accenture PLC Class A | 0.88% | 29,896 | $9.3M | Reduce -4.8% |
| SPGI S&P Global Inc. | 0.87% | 18,146 | $9.2M | Add +4.5% |
| PWR Quanta Services Inc. | 0.85% | 35,504 | $9.0M | Reduce -0.3% |
| CTAS Cintas Corp. | 0.85% | 43,860 | $9.0M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.83% | 15,309 | $8.8M | Add +5.1% |
| TMO Thermo Fisher Scientific Inc. | 0.82% | 17,604 | $8.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 16,370 | $8.7M | Reduce -2.6% |
| APD Air Products & Chemicals Inc. | 0.78% | 27,976 | $8.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.74% | 9,567 | $7.9M | Add +4.3% |
| PEP Pepsico Inc. | 0.73% | 51,708 | $7.8M | Reduce -4.3% |
| ADBE Adobe Inc. | 0.69% | 19,164 | $7.3M | Add +14.9% |
| ITW Illinois Tool Works | 0.65% | 28,047 | $7.0M | Reduce -0.7% |
| SMH Vaneck Semiconductor ETF | 0.65% | 32,655 | $6.9M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.64% | 110,899 | $6.8M | Add +0.3% |
| CVX Chevron Corp. | 0.64% | 40,751 | $6.8M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.63% | 56,290 | $6.7M | Add +3.2% |
| CHD Church & Dwight Co. Inc. | 0.62% | 60,056 | $6.6M | Reduce -2.9% |
| FLOT iShares Floating Rate Bond E | 0.61% | 127,981 | $6.5M | Add +11.3% |
| WMT Walmart Inc. | 0.60% | 72,175 | $6.3M | Add +4.8% |
| DE Deere & Co. | 0.58% | 13,170 | $6.2M | Add +0.4% |
| RTX RTX Corp. | 0.58% | 46,147 | $6.1M | Add +2.0% |
| TRV The Travelers Cos Inc. | 0.57% | 23,056 | $6.1M | Reduce -1.8% |
| ABT Abbott Laboratories | 0.57% | 45,523 | $6.0M | Reduce -3.2% |
| INTU Intuit Inc. | 0.51% | 8,881 | $5.5M | Reduce -3.4% |
| LIN Linde PLC | 0.48% | 10,996 | $5.1M | Reduce -1.3% |
| KLAC KLA Corp. | 0.48% | 7,499 | $5.1M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.47% | 16,042 | $5.0M | Reduce -1.3% |
| HEI Heico Corp. | 0.44% | 17,444 | $4.7M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 108,146 | $4.5M | Reduce -5.8% |
| BLK BlackRock Inc. | 0.41% | 4,617 | $4.4M | Reduce -0.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.39% | 56,755 | $4.2M | Add +37.1% |
| DHI D.R. Horton Inc. | 0.39% | 32,520 | $4.1M | Reduce -2.6% |
| DECK Deckers Outdoor Corp. | 0.39% | 36,883 | $4.1M | Add +16.6% |
| UNP Union Pacific Corp. | 0.38% | 17,051 | $4.0M | Reduce -0.0% |
| HON Honeywell International Inc. | 0.36% | 18,197 | $3.9M | Reduce -8.3% |
| TTEK Tetra Tech Inc. | 0.36% | 131,105 | $3.8M | Reduce -12.6% |
| ROP Roper Technologies Inc. | 0.35% | 6,367 | $3.8M | Add +5.4% |
| FISV Fiserv Inc. | 0.34% | 16,477 | $3.6M | Reduce -4.2% |
| BRO Brown & Brown Inc. | 0.34% | 29,148 | $3.6M | Add +3.8% |
| MRK Merck & Co. Inc. | 0.34% | 39,725 | $3.6M | Add +9.8% |
| OKE Oneok Inc. | 0.33% | 35,797 | $3.6M | Add +1.1% |
| TMUS T-Mobile US Inc. | 0.31% | 12,436 | $3.3M | Add +3.3% |
| AFL Aflac Inc. | 0.31% | 29,567 | $3.3M | Reduce -0.9% |
| BSX Boston Scientific Corp. | 0.31% | 32,430 | $3.3M | Add +14.4% |
| URI United Rentals Inc. | 0.31% | 5,206 | $3.3M | Add +26.5% |
| MCD McDonald's Corp. | 0.31% | 10,433 | $3.3M | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.31% | 29,701 | $3.3M | Reduce -2.1% |
| PANW Palo Alto Networks Inc. | 0.30% | 18,983 | $3.2M | Add +0.3% |
| AZO AutoZone Inc. | 0.29% | 795 | $3.0M | Add +11.8% |
| NDAQ Nasdaq Inc. | 0.28% | 39,093 | $3.0M | Add +5.2% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 43,594 | $3.0M | Reduce -10.3% |
| MDY State Street SPDR S&P Midcap | 0.28% | 5,517 | $2.9M | Add +6.0% |
| CAT Caterpillar Inc. | 0.28% | 8,915 | $2.9M | Reduce -0.7% |
| RSG Republic Services Inc. | 0.28% | 12,069 | $2.9M | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 0.27% | 25,767 | $2.9M | Add +6.4% |
| ANET Arista Networks Inc. | 0.26% | 36,258 | $2.8M | Add +1.0% |
| AXP American Express Co. | 0.26% | 10,244 | $2.8M | Add +2.4% |
| A Agilent Technologies Inc. | 0.25% | 23,115 | $2.7M | Add +13.8% |
| CMI Cummins Inc. | 0.25% | 8,510 | $2.7M | Reduce -3.4% |
| WEC WEC Energy Group Inc. | 0.25% | 24,374 | $2.7M | Reduce -8.4% |
| EFA iShares MSCI Eafe ETF | 0.25% | 32,313 | $2.6M | Reduce -3.8% |
| CB Chubb Ltd. | 0.24% | 8,557 | $2.6M | Add +5.2% |
| AMAT Applied Materials Inc. | 0.24% | 17,651 | $2.6M | No change |
| CDNS Cadence Design SYS Inc. | 0.24% | 9,994 | $2.5M | Reduce -13.1% |
| CSX CSX Corp. | 0.24% | 86,212 | $2.5M | Add +5.9% |
| C Citigroup Inc. | 0.24% | 35,313 | $2.5M | Add +3.4% |
| PFE Pfizer Inc. | 0.23% | 95,301 | $2.4M | Add +2.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 33,322 | $2.3M | Reduce -6.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 27,962 | $2.3M | Reduce -2.6% |
| KO The Coca-Cola Co. | 0.22% | 32,103 | $2.3M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 9,105 | $2.3M | Add +5.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 53,911 | $2.3M | Add +126.1% |
| ORCL Oracle Corp. | 0.21% | 15,951 | $2.2M | Add +2.4% |
| ADI Analog Devices Inc. | 0.21% | 10,907 | $2.2M | Reduce -4.3% |
| CRM Salesforce Inc. | 0.20% | 7,930 | $2.1M | Add +0.0% |
| LOW Lowe's Cos Inc. | 0.20% | 9,105 | $2.1M | Reduce -10.4% |
| AMP Ameriprise Financial Inc. | 0.19% | 4,232 | $2.0M | Add +6.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.19% | 24,636 | $2.0M | No change |
| NSIT Insight Enterprises Inc. | 0.19% | 13,127 | $2.0M | Add +241.8% |
| LH Labcorp Holdings Inc. | 0.19% | 8,454 | $2.0M | No change |
| PNC PNC Financial Services Group | 0.19% | 11,192 | $2.0M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 19,661 | $1.9M | Add +1.8% |
| MMM 3M Co. | 0.18% | 13,196 | $1.9M | Add +5.3% |
| PH Parker Hannifin Corp. | 0.18% | 3,152 | $1.9M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.18% | 4,278 | $1.9M | Reduce -10.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.17% | 73,150 | $1.8M | Add +77.5% |
| NUE Nucor Corp. | 0.17% | 15,072 | $1.8M | No change |
| NKE Nike Inc. Class B | 0.17% | 28,281 | $1.8M | Reduce -3.1% |
| EFX Equifax Inc. | 0.17% | 7,350 | $1.8M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.17% | 5,175 | $1.8M | Reduce -2.6% |
| IWN iShares Russell 2000 Value E | 0.17% | 11,663 | $1.8M | Add +20.6% |
| AVY Avery Dennison Corp. | 0.16% | 9,832 | $1.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 6,225 | $1.7M | Reduce -4.9% |
| TSCO Tractor Supply Company | 0.16% | 30,865 | $1.7M | Reduce -10.8% |
| GLW Corning Inc. | 0.16% | 37,093 | $1.7M | No change |
| IWM iShares Russell 2000 ETF | 0.16% | 8,342 | $1.7M | Reduce -0.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 2,506 | $1.7M | Add +22.0% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 15,651 | $1.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 2 | $1.6M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.15% | 13,435 | $1.6M | Reduce -0.4% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 7,898 | $1.6M | Add +7.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.15% | 52,390 | $1.6M | Add +0.9% |
| NOC Northrop Grumman Corp. | 0.15% | 3,021 | $1.5M | No change |
| MS Morgan Stanley | 0.14% | 13,114 | $1.5M | Reduce -3.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.14% | 70,200 | $1.5M | Add +51.0% |
| MAR Marriott International Class A | 0.14% | 6,370 | $1.5M | Add +1.8% |
| SBUX Starbucks Corp. | 0.14% | 15,311 | $1.5M | Reduce -1.5% |
| ZTS Zoetis Inc. | 0.14% | 9,016 | $1.5M | Reduce -29.6% |
| EEM iShares MSCI Emerging Market | 0.14% | 33,948 | $1.5M | Add +3.0% |
| ISRG Intuitive Surgical Inc. | 0.14% | 2,969 | $1.5M | Reduce -3.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 19,263 | $1.5M | Add +30.2% |
| FDS Factset Research Systems Inc. | 0.14% | 3,180 | $1.4M | Reduce -3.6% |
| TT Trane Technologies PLC | 0.13% | 4,254 | $1.4M | Reduce -2.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.13% | 13,605 | $1.4M | Reduce -2.2% |
| TXN Texas Instruments Inc. | 0.13% | 7,431 | $1.3M | Reduce -0.8% |
| CARR Carrier Global Corp. | 0.12% | 20,678 | $1.3M | Add +11.1% |
| T AT&T Inc. | 0.12% | 45,315 | $1.3M | Add +4.2% |
| WFC Wells Fargo & Co. | 0.12% | 17,561 | $1.3M | Reduce -13.8% |
| ECL Ecolab Inc. | 0.12% | 4,958 | $1.3M | Reduce -1.2% |
| PBE Invesco Biotechnology & Geno | 0.12% | 19,450 | $1.2M | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.12% | 53,020 | $1.2M | Add +37.4% |
| ROK Rockwell Automation Inc. | 0.11% | 4,688 | $1.2M | No change |
| FIX Comfort Systems USA Inc. | 0.11% | 3,755 | $1.2M | New |
| STE Steris PLC | 0.11% | 5,305 | $1.2M | Reduce -20.3% |
| STZ Constellation Brands Inc. Class A | 0.11% | 6,168 | $1.1M | Add +0.0% |
| VZ Verizon Communications Inc. | 0.11% | 24,915 | $1.1M | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.10% | 51,495 | $1.1M | Reduce -1.1% |
| BDX Becton Dickinson and Co. | 0.10% | 4,782 | $1.1M | Reduce -0.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.10% | 3,209 | $1.1M | Reduce -6.5% |
| LRCX Lam Research Corp. | 0.10% | 14,290 | $1.0M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 0.10% | 224 | $1.0M | No change |
| ROL Rollins Inc. | 0.09% | 17,858 | $965K | No change |
| DD Dupont DE Nemours Inc. | 0.09% | 12,894 | $963K | Reduce -0.9% |
| DEO Diageo PLC-Sponsored ADR | 0.09% | 9,084 | $952K | Reduce -17.6% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 15,492 | $945K | Add +5.9% |
| MET Metlife Inc. | 0.09% | 11,750 | $943K | Add +7.3% |
| ETN Eaton Corp. PLC | 0.09% | 3,334 | $906K | Reduce -2.9% |
| VLTO Veralto Corp. | 0.09% | 9,272 | $904K | Reduce -1.4% |
| FAST Fastenal Co. | 0.08% | 11,590 | $899K | Reduce -8.7% |
| ES Eversource Energy | 0.08% | 14,223 | $883K | Reduce -7.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.08% | 41,400 | $859K | Add +13.7% |
| USIG iShares Broad Usd Investment | 0.08% | 16,661 | $851K | Reduce -16.5% |
| INTC Intel Corp. | 0.08% | 36,579 | $831K | Reduce -9.6% |
| SYY Sysco Corp. | 0.08% | 11,070 | $831K | No change |
| CMCSA Comcast Corp. Class A | 0.08% | 22,125 | $816K | Reduce -36.7% |
| GRMN Garmin Ltd. | 0.07% | 3,654 | $793K | No change |
| PSX Phillips 66 | 0.07% | 6,374 | $787K | Reduce -6.3% |
| IBDR iShares Ibonds Dec 2026 Term | 0.07% | 32,402 | $784K | Add +12.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.07% | 31,900 | $771K | Add +16.4% |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 4,433 | $768K | Add +106.5% |
| WTRG Essential Utilities Inc. | 0.07% | 18,975 | $750K | No change |
| TSLA Tesla Inc. | 0.07% | 2,867 | $743K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 4,395 | $730K | Add +12.4% |
| GD General Dynamics Corp. | 0.06% | 2,446 | $667K | Add +0.1% |
| GLD SPDR Gold Shares | 0.06% | 2,283 | $658K | Reduce -0.9% |
| OTIS Otis Worldwide Corp. | 0.06% | 6,346 | $655K | Add +22.1% |
| AIT Applied Industrial Tech Inc. | 0.06% | 2,880 | $649K | Reduce -5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 2,508 | $649K | Reduce -1.0% |
| KKR KKR & Co. Inc. | 0.06% | 5,500 | $636K | New |
| EW Edwards Lifesciences Corp. | 0.06% | 8,740 | $633K | Reduce -41.7% |
| PFF iShares Preferred & Income S | 0.06% | 19,400 | $596K | Reduce -0.7% |
| EOG EOG Resources Inc. | 0.05% | 4,515 | $579K | Add +11.1% |
| CINF Cincinnati Financial Corp. | 0.05% | 3,912 | $578K | No change |
| IVV iShares Core S&P 500 ETF | 0.05% | 1,028 | $578K | Add +28.3% |
| ALL Allstate Corp. | 0.05% | 2,778 | $575K | No change |
| KMB Kimberly-Clark Corp. | 0.05% | 4,038 | $574K | Reduce -2.1% |
| XLK SS Technology Select Sector | 0.05% | 2,682 | $554K | Reduce -1.8% |
| CRS Carpenter Technology | 0.05% | 3,000 | $544K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 2,434 | $540K | Add +3.2% |
| MRSH Marsh & McLennan Cos | 0.05% | 2,194 | $535K | Reduce -8.3% |
| PM Philip Morris International | 0.05% | 3,354 | $532K | No change |
| TD Toronto-Dominion Bank | 0.05% | 8,844 | $530K | Reduce -3.3% |
| LECO Lincoln Electric Holdings | 0.05% | 2,700 | $511K | No change |
| USB US Bancorp | 0.05% | 11,772 | $497K | Add +0.2% |
| SWK Stanley Black & Decker Inc. | 0.05% | 6,451 | $496K | No change |
| LII Lennox International Inc. | 0.05% | 879 | $493K | No change |
| XLC SS Comm Select Sector SPDR | 0.05% | 5,101 | $492K | Reduce -2.1% |
| TGT Target Corp. | 0.05% | 4,619 | $482K | Reduce -21.7% |
| IWF iShares Russell 1000 Growth | 0.04% | 1,316 | $475K | New |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 2,380 | $462K | Add +0.6% |
| COP Conocophillips | 0.04% | 4,372 | $459K | No change |
| MCO Moody's Corp. | 0.04% | 985 | $459K | No change |
| VGT Vanguard Info Tech ETF | 0.04% | 838 | $455K | No change |
| PAYX Paychex Inc. | 0.04% | 2,930 | $452K | No change |
| PPG PPG Industries Inc. | 0.04% | 4,092 | $447K | Add +94.9% |
| ULST SS Ultra Short TM Bond ETF | 0.04% | 11,000 | $447K | No change |
| IHAK iShares Cybersecurity & Tech | 0.04% | 9,508 | $447K | Reduce -4.5% |
| AEP American Electric Power | 0.04% | 4,041 | $442K | No change |
| ORLY O'reilly Automotive Inc. | 0.04% | 305 | $437K | No change |
| AMD Advanced Micro Devices | 0.04% | 4,195 | $431K | Reduce -14.4% |
| CTSH Cognizant Tech Solutions-A | 0.04% | 5,625 | $430K | No change |
| POOL Pool Corp. | 0.04% | 1,345 | $428K | Reduce -30.3% |
| GEV GE Vernova Inc. | 0.04% | 1,393 | $425K | Reduce -26.5% |
| REGN Regeneron Pharmaceuticals | 0.04% | 670 | $425K | No change |
| BF.B Brown-Forman Corp. Class B | 0.04% | 12,424 | $422K | Add +12.7% |
| RPM RPM International Inc. | 0.04% | 3,592 | $416K | New |
| CLX Clorox Company | 0.04% | 2,800 | $412K | Reduce -3.5% |
| SO The Southern Co. | 0.04% | 4,435 | $408K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 6,815 | $398K | Add +26.2% |
| CHE Chemed Corp. | 0.04% | 635 | $391K | Reduce -4.5% |
| IEMG iShares Core MSCI Emerging | 0.04% | 7,149 | $386K | Add +3.0% |
| SCHX Schwab US Large-Cap ETF | 0.04% | 17,100 | $378K | Reduce -0.2% |
| AWK American Water Works Co. Inc. | 0.04% | 2,545 | $375K | Reduce -12.5% |
| WST West Pharmaceutical Services | 0.04% | 1,670 | $374K | Reduce -21.6% |
| MCK McKesson Corp. | 0.04% | 555 | $374K | Reduce -3.5% |
| MTD Mettler-Toledo International | 0.04% | 315 | $372K | No change |
| CTVA Corteva Inc. | 0.04% | 5,906 | $372K | Add +0.3% |
| PCAR Paccar Inc. | 0.03% | 3,799 | $370K | No change |
| NVMI Nova Ltd. | 0.03% | 2,000 | $369K | No change |
| VEA Vanguard Ftse Developed ETF | 0.03% | 7,226 | $367K | Reduce -2.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 870 | $365K | Add +16.0% |
| LAMR Lamar Advertising Co. Class A | 0.03% | 3,199 | $364K | Reduce -8.6% |
| GILD Gilead Sciences Inc. | 0.03% | 3,200 | $359K | No change |
| HDV iShares Core High Dividend E | 0.03% | 2,950 | $357K | Reduce -6.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 4,490 | $354K | No change |
| MSI Motorola Solutions Inc. | 0.03% | 799 | $350K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 3,675 | $344K | No change |
| BND Vanguard Total Bond Market | 0.03% | 4,620 | $339K | Add +12.3% |
| BX Blackstone Inc. | 0.03% | 2,405 | $336K | New |
| MO Altria Group Inc. | 0.03% | 5,596 | $336K | Add +4.3% |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.03% | 4,773 | $329K | No change |
| MDT Medtronic PLC | 0.03% | 3,626 | $326K | Add +4.0% |
| BR Broadridge Financial Solutio | 0.03% | 1,299 | $315K | No change |
| CW Curtiss-Wright Corp. | 0.03% | 980 | $311K | No change |
| IDXX Idexx Laboratories Inc. | 0.03% | 740 | $311K | No change |
| PYPL PayPal Holdings Inc. | 0.03% | 4,757 | $310K | Reduce -5.8% |
| CI The Cigna Group | 0.03% | 937 | $308K | New |
| ROST Ross Stores Inc. | 0.03% | 2,405 | $307K | No change |
| DOV Dover Corp. | 0.03% | 1,695 | $298K | Reduce -3.4% |
| AON Aon PLC Class A | 0.03% | 745 | $297K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.03% | 11,600 | $290K | Reduce -5.3% |
| UL Unilever PLC | 0.03% | 4,833 | $288K | Reduce -1.9% |
| SCHM Schwab US Mid Cap ETF | 0.03% | 10,880 | $285K | No change |
| DOW Dow Inc. | 0.03% | 8,107 | $283K | No change |
| STRL Sterling Infrastructure Inc. | 0.03% | 2,500 | $283K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 3,528 | $276K | No change |
| DXJ Wisdomtree Japan Hedged Eq | 0.03% | 2,500 | $275K | No change |
| FTV Fortive Corp. | 0.03% | 3,735 | $273K | No change |
| VOO Vanguard S&P 500 ETF | 0.03% | 520 | $267K | No change |
| BA The Boeing Co. | 0.02% | 1,540 | $263K | Reduce -6.1% |
| DUK Duke Energy Corp. | 0.02% | 2,106 | $257K | New |
| ED Consolidated Edison Inc. | 0.02% | 2,300 | $254K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,873 | $254K | Add +0.1% |
| AMT American Tower Corp. | 0.02% | 1,162 | $253K | Reduce -6.4% |
| KAI Kadant Inc. | 0.02% | 750 | $253K | No change |
| EPD Enterprise Products Partners | 0.02% | 7,300 | $249K | New |
| YUM Yum! Brands Inc. | 0.02% | 1,575 | $248K | Reduce -14.0% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 1,175 | $246K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.02% | 2,346 | $243K | Reduce -37.5% |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 2,056 | $236K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 2,536 | $233K | Reduce -30.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.02% | 1,270 | $232K | Reduce -27.0% |
| FN Fabrinet | 0.02% | 1,170 | $231K | No change |
| IWD iShares Russell 1000 Value E | 0.02% | 1,195 | $225K | New |
| UTMD Utah Medical Products Inc. | 0.02% | 4,000 | $224K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,522 | $222K | No change |
| WM Waste Management Inc. | 0.02% | 958 | $222K | New |
| UFPI Ufp Industries Inc. | 0.02% | 2,070 | $222K | Reduce -54.2% |
| NVR NVR Inc. | 0.02% | 30 | $217K | No change |
| DCI Donaldson Co. Inc. | 0.02% | 3,200 | $215K | No change |
| CVS CVS Health Corp. | 0.02% | 3,161 | $214K | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.02% | 6,320 | $210K | No change |
| D Dominion Energy Inc. | 0.02% | 3,725 | $209K | No change |
| MANH Manhattan Associates Inc. | 0.02% | 1,200 | $208K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.02% | 8,250 | $207K | Reduce -10.8% |
| WMB Williams Cos Inc. | 0.02% | 3,471 | $207K | New |
| DFAS Dimensional US Small Cap ETF | 0.02% | 3,440 | $206K | No change |
| JBL Jabil Inc. | 0.02% | 1,510 | $205K | No change |
| PIO Invesco Global Water ETF | 0.02% | 5,090 | $204K | Reduce -3.7% |
| WSO Watsco Inc. | 0.02% | 400 | $203K | New |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.02% | 8,000 | $202K | No change |
| ICLR Icon PLC | 0.02% | 1,150 | $201K | No change |
| WIT Wipro Ltd.-ADR | 0.01% | 29,502 | $90K | No change |