| NVDA Nvidia Corp. | 5.87% | 434,204 | $68.6M | Add +1.7% |
| MSFT Microsoft Corp. | 5.62% | 132,068 | $65.7M | Reduce -1.0% |
| AAPL Apple Inc. | 5.11% | 291,066 | $59.7M | Reduce -1.1% |
| AVGO Broadcom Inc. | 4.29% | 181,801 | $50.1M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 3.41% | 137,474 | $39.9M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 2.21% | 146,754 | $25.9M | Add +2.4% |
| V Visa Inc. Class A | 2.17% | 71,334 | $25.3M | Add +0.4% |
| AMZN Amazon.com Inc. | 2.00% | 106,414 | $23.3M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.98% | 37,388 | $23.1M | Add +19.9% |
| COST Costco Wholesale Corp. | 1.87% | 22,045 | $21.8M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.82% | 38,561 | $21.3M | Reduce -2.9% |
| MA Mastercard Inc. Class A | 1.75% | 36,332 | $20.4M | Reduce -1.1% |
| SYK Stryker Corp. | 1.44% | 42,391 | $16.8M | Add +0.9% |
| APH Amphenol Corp. Class A | 1.41% | 166,341 | $16.4M | Add +1.9% |
| SHW The Sherwin-Williams Co. | 1.37% | 46,644 | $16.0M | Add +1.2% |
| HD Home Depot Inc. | 1.28% | 40,777 | $15.0M | Reduce -3.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.25% | 472,670 | $14.6M | Add +24.3% |
| ICE Intercontinental Exchange Inc. | 1.23% | 78,450 | $14.4M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 1.22% | 205,883 | $14.3M | Reduce -10.5% |
| ABBV Abbvie Inc. | 1.21% | 76,223 | $14.1M | Reduce -2.0% |
| ADP Automatic Data Processing | 1.19% | 45,195 | $13.9M | Reduce -2.1% |
| PWR Quanta Services Inc. | 1.15% | 35,469 | $13.4M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.14% | 107,699 | $13.3M | Add +2.5% |
| META Meta Platforms Inc. Class A | 1.02% | 16,196 | $12.0M | Add +5.8% |
| GOOG Alphabet Inc. Class C | 0.98% | 64,557 | $11.5M | Add +1.4% |
| DHR Danaher Corp. | 0.97% | 57,451 | $11.3M | Reduce -5.3% |
| PG The Procter & Gamble Co. | 0.93% | 68,009 | $10.8M | Reduce -7.7% |
| CTAS Cintas Corp. | 0.83% | 43,677 | $9.7M | Reduce -0.4% |
| SPGI S&P Global Inc. | 0.81% | 18,004 | $9.5M | Reduce -0.8% |
| SMH Vaneck Semiconductor ETF | 0.76% | 31,705 | $8.8M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.73% | 55,731 | $8.5M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.70% | 10,436 | $8.1M | Add +9.1% |
| ACN Accenture PLC Class A | 0.69% | 26,934 | $8.1M | Reduce -9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 16,082 | $7.8M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.66% | 110,780 | $7.7M | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.65% | 26,889 | $7.6M | Reduce -3.9% |
| ADBE Adobe Inc. | 0.63% | 19,130 | $7.4M | Reduce -0.2% |
| WMT Walmart Inc. | 0.62% | 74,577 | $7.3M | Add +3.3% |
| INTU Intuit Inc. | 0.60% | 8,931 | $7.0M | Add +0.6% |
| RTX RTX Corp. | 0.58% | 46,727 | $6.8M | Add +1.3% |
| KLAC KLA Corp. | 0.57% | 7,475 | $6.7M | Reduce -0.3% |
| DE Deere & Co. | 0.57% | 12,989 | $6.6M | Reduce -1.4% |
| ITW Illinois Tool Works | 0.56% | 26,567 | $6.6M | Reduce -5.3% |
| PEP Pepsico Inc. | 0.56% | 49,487 | $6.5M | Reduce -4.3% |
| FLOT iShares Floating Rate Bond E | 0.54% | 124,506 | $6.4M | Reduce -2.7% |
| TRV The Travelers Cos Inc. | 0.53% | 23,067 | $6.2M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.51% | 55,564 | $6.0M | Reduce -1.3% |
| ABT Abbott Laboratories | 0.50% | 43,346 | $5.9M | Reduce -4.8% |
| HEI Heico Corp. | 0.49% | 17,444 | $5.7M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 13,930 | $5.6M | Reduce -20.9% |
| UNH Unitedhealth Group Inc. | 0.48% | 17,923 | $5.6M | Reduce -33.9% |
| CVX Chevron Corp. | 0.47% | 38,591 | $5.5M | Reduce -5.3% |
| LIN Linde PLC | 0.45% | 11,226 | $5.3M | Add +2.1% |
| CHD Church & Dwight Co. Inc. | 0.44% | 53,395 | $5.1M | Reduce -11.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 108,321 | $5.1M | Add +0.2% |
| BLK BlackRock Inc. | 0.42% | 4,683 | $4.9M | Add +1.4% |
| DECK Deckers Outdoor Corp. | 0.41% | 46,968 | $4.8M | Add +27.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.40% | 67,022 | $4.7M | Add +18.1% |
| AMGN Amgen Inc. | 0.40% | 16,705 | $4.7M | Add +4.1% |
| PANW Palo Alto Networks Inc. | 0.40% | 22,774 | $4.7M | Add +20.0% |
| BSX Boston Scientific Corp. | 0.39% | 42,607 | $4.6M | Add +31.4% |
| TTEK Tetra Tech Inc. | 0.37% | 121,355 | $4.4M | Reduce -7.4% |
| ANET Arista Networks Inc. | 0.34% | 39,073 | $4.0M | Add +7.8% |
| HON Honeywell International Inc. | 0.34% | 17,160 | $4.0M | Reduce -5.7% |
| EMR Emerson Electric Co. | 0.34% | 29,901 | $4.0M | Add +0.7% |
| ISRG Intuitive Surgical Inc. | 0.34% | 7,325 | $4.0M | Add +146.7% |
| DHI D.R. Horton Inc. | 0.33% | 30,145 | $3.9M | Reduce -7.3% |
| UNP Union Pacific Corp. | 0.33% | 16,865 | $3.9M | Reduce -1.1% |
| ROP Roper Technologies Inc. | 0.31% | 6,447 | $3.7M | Add +1.3% |
| URI United Rentals Inc. | 0.31% | 4,809 | $3.6M | Reduce -7.6% |
| NDAQ Nasdaq Inc. | 0.31% | 40,273 | $3.6M | Add +3.0% |
| FIX Comfort Systems USA Inc. | 0.30% | 6,608 | $3.5M | Add +76.0% |
| ORCL Oracle Corp. | 0.30% | 15,967 | $3.5M | Add +0.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.30% | 136,100 | $3.5M | Add +86.1% |
| TMUS T-Mobile US Inc. | 0.29% | 14,221 | $3.4M | Add +14.3% |
| BRO Brown & Brown Inc. | 0.28% | 29,343 | $3.3M | Add +0.7% |
| AMAT Applied Materials Inc. | 0.28% | 17,626 | $3.2M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.27% | 8,255 | $3.2M | Reduce -7.4% |
| AFL Aflac Inc. | 0.27% | 30,134 | $3.2M | Add +1.9% |
| MDY State Street SPDR S&P Midcap | 0.27% | 5,517 | $3.1M | No change |
| NVS Novartis AG-Sponsored ADR | 0.27% | 25,767 | $3.1M | No change |
| AZO AutoZone Inc. | 0.26% | 833 | $3.1M | Add +4.8% |
| CDNS Cadence Design SYS Inc. | 0.26% | 9,999 | $3.1M | Add +0.1% |
| RSG Republic Services Inc. | 0.26% | 12,439 | $3.1M | Add +3.1% |
| MCD McDonald's Corp. | 0.26% | 10,383 | $3.0M | Reduce -0.5% |
| C Citigroup Inc. | 0.26% | 35,313 | $3.0M | No change |
| MDLZ Mondelez International Inc. Class A | 0.25% | 43,649 | $2.9M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.25% | 32,713 | $2.9M | Add +1.2% |
| OKE Oneok Inc. | 0.25% | 35,347 | $2.9M | Reduce -1.3% |
| FISV Fiserv Inc. | 0.24% | 16,477 | $2.8M | No change |
| CSX CSX Corp. | 0.24% | 86,212 | $2.8M | No change |
| CMI Cummins Inc. | 0.24% | 8,510 | $2.8M | No change |
| ADI Analog Devices Inc. | 0.23% | 11,404 | $2.7M | Add +4.6% |
| WEC WEC Energy Group Inc. | 0.22% | 24,744 | $2.6M | Add +1.5% |
| AXP American Express Co. | 0.22% | 8,068 | $2.6M | Reduce -21.2% |
| CB Chubb Ltd. | 0.21% | 8,602 | $2.5M | Add +0.5% |
| A Agilent Technologies Inc. | 0.21% | 20,875 | $2.5M | Reduce -9.7% |
| MRK Merck & Co. Inc. | 0.21% | 30,839 | $2.4M | Reduce -22.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 19,296 | $2.4M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 8,105 | $2.4M | Reduce -11.0% |
| AMP Ameriprise Financial Inc. | 0.20% | 4,348 | $2.3M | Add +2.7% |
| KO The Coca-Cola Co. | 0.19% | 31,937 | $2.3M | Reduce -0.5% |
| LH Labcorp Holdings Inc. | 0.19% | 8,454 | $2.2M | No change |
| PH Parker Hannifin Corp. | 0.19% | 3,152 | $2.2M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.18% | 25,950 | $2.2M | Reduce -7.2% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 8,323 | $2.1M | Add +5.4% |
| PFE Pfizer Inc. | 0.18% | 86,226 | $2.1M | Reduce -9.5% |
| MMM 3M Co. | 0.17% | 13,426 | $2.0M | Add +1.7% |
| CRM Salesforce Inc. | 0.17% | 7,392 | $2.0M | Reduce -6.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 2,505 | $2.0M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 6,520 | $2.0M | Add +4.7% |
| LMT Lockheed Martin Corp. | 0.17% | 4,278 | $2.0M | No change |
| MAR Marriott International Class A | 0.17% | 7,186 | $2.0M | Add +12.8% |
| PNC PNC Financial Services Group | 0.17% | 10,478 | $2.0M | Reduce -6.4% |
| LOW Lowe's Cos Inc. | 0.17% | 8,795 | $2.0M | Reduce -3.4% |
| GLW Corning Inc. | 0.17% | 37,093 | $2.0M | No change |
| EFX Equifax Inc. | 0.16% | 7,350 | $1.9M | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.16% | 81,420 | $1.9M | Add +53.6% |
| NUE Nucor Corp. | 0.16% | 14,619 | $1.9M | Reduce -3.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.16% | 24,636 | $1.9M | No change |
| TT Trane Technologies PLC | 0.16% | 4,254 | $1.9M | No change |
| NKE Nike Inc. Class B | 0.16% | 26,191 | $1.9M | Reduce -7.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.16% | 26,863 | $1.9M | Reduce -19.4% |
| MS Morgan Stanley | 0.16% | 13,114 | $1.8M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.16% | 54,061 | $1.8M | Add +0.3% |
| CASY Casey's General Stores Inc. | 0.15% | 3,412 | $1.7M | New |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.15% | 78,535 | $1.7M | Add +11.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 20,669 | $1.7M | Add +7.3% |
| IWN iShares Russell 2000 Value E | 0.15% | 10,838 | $1.7M | Reduce -7.1% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 15,475 | $1.7M | Reduce -1.1% |
| AVY Avery Dennison Corp. | 0.14% | 9,622 | $1.7M | Reduce -2.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.14% | 5,170 | $1.7M | Reduce -0.1% |
| NSIT Insight Enterprises Inc. | 0.14% | 11,907 | $1.6M | Reduce -9.3% |
| EEM iShares MSCI Emerging Market | 0.14% | 33,748 | $1.6M | Reduce -0.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 13,347 | $1.6M | Reduce -0.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.13% | 51,740 | $1.6M | Reduce -1.2% |
| BKNG Booking Holdings Inc. | 0.13% | 266 | $1.5M | Add +18.8% |
| CARR Carrier Global Corp. | 0.13% | 20,833 | $1.5M | Add +0.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.13% | 13,605 | $1.5M | No change |
| NOC Northrop Grumman Corp. | 0.13% | 3,016 | $1.5M | Reduce -0.2% |
| ROK Rockwell Automation Inc. | 0.13% | 4,488 | $1.5M | Reduce -4.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 2 | $1.5M | No change |
| TXN Texas Instruments Inc. | 0.12% | 6,906 | $1.4M | Reduce -7.1% |
| FDS Factset Research Systems Inc. | 0.12% | 3,180 | $1.4M | No change |
| WFC Wells Fargo & Co. | 0.12% | 17,637 | $1.4M | Add +0.4% |
| SBUX Starbucks Corp. | 0.12% | 15,310 | $1.4M | Reduce -0.0% |
| LRCX Lam Research Corp. | 0.12% | 14,290 | $1.4M | No change |
| ZTS Zoetis Inc. | 0.12% | 8,896 | $1.4M | Reduce -1.3% |
| ECL Ecolab Inc. | 0.11% | 4,958 | $1.3M | No change |
| DUK Duke Energy Corp. | 0.11% | 11,180 | $1.3M | Add +430.9% |
| TSCO Tractor Supply Company | 0.11% | 24,815 | $1.3M | Reduce -19.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.11% | 3,213 | $1.3M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.11% | 5,837 | $1.3M | Reduce -30.0% |
| PBE Invesco Biotechnology & Geno | 0.11% | 19,450 | $1.2M | No change |
| T AT&T Inc. | 0.10% | 41,492 | $1.2M | Reduce -8.4% |
| SCHB Schwab US Broad Market ETF | 0.10% | 49,560 | $1.2M | Reduce -3.8% |
| STE Steris PLC | 0.09% | 4,565 | $1.1M | Reduce -13.9% |
| ETN Eaton Corp. PLC | 0.09% | 3,034 | $1.1M | Reduce -9.0% |
| VZ Verizon Communications Inc. | 0.09% | 24,692 | $1.1M | Reduce -0.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.09% | 43,250 | $1.0M | Add +35.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.09% | 48,700 | $1.0M | Add +17.6% |
| ROL Rollins Inc. | 0.09% | 17,858 | $1.0M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 4,448 | $1.0M | Add +1.2% |
| STZ Constellation Brands Inc. Class A | 0.08% | 6,091 | $991K | Reduce -1.3% |
| FAST Fastenal Co. | 0.08% | 23,180 | $974K | No change |
| MET Metlife Inc. | 0.08% | 11,750 | $945K | No change |
| ES Eversource Energy | 0.08% | 14,418 | $917K | Add +1.4% |
| TSLA Tesla Inc. | 0.08% | 2,867 | $911K | No change |
| VLTO Veralto Corp. | 0.08% | 8,987 | $907K | Reduce -3.1% |
| USIG iShares Broad Usd Investment | 0.08% | 17,561 | $903K | Add +5.4% |
| RSP Invesco S&P 500 Equal Weight | 0.08% | 4,957 | $901K | Add +11.8% |
| FN Fabrinet | 0.08% | 3,030 | $893K | Add +159.0% |
| DEO Diageo PLC-Sponsored ADR | 0.08% | 8,845 | $892K | Reduce -2.6% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.08% | 39,150 | $882K | New |
| IBIE iShares Ibonds Oct 2028 TT | 0.08% | 33,500 | $880K | New |
| DD Dupont DE Nemours Inc. | 0.07% | 12,126 | $832K | Reduce -6.0% |
| CRS Carpenter Technology | 0.07% | 3,000 | $829K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.07% | 33,252 | $806K | Add +2.6% |
| BDX Becton Dickinson and Co. | 0.07% | 4,672 | $805K | Reduce -2.3% |
| INTC Intel Corp. | 0.07% | 34,129 | $764K | Reduce -6.7% |
| GRMN Garmin Ltd. | 0.07% | 3,654 | $763K | No change |
| PSX Phillips 66 | 0.07% | 6,374 | $760K | No change |
| GEV GE Vernova Inc. | 0.06% | 1,399 | $740K | Add +0.4% |
| KKR KKR & Co. Inc. | 0.06% | 5,500 | $732K | No change |
| BMY Bristol-Myers Squibb Co. | 0.06% | 15,618 | $723K | Add +0.8% |
| GD General Dynamics Corp. | 0.06% | 2,446 | $713K | No change |
| WTRG Essential Utilities Inc. | 0.06% | 18,975 | $705K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 2,508 | $702K | No change |
| CMCSA Comcast Corp. Class A | 0.06% | 19,512 | $696K | Reduce -11.8% |
| GLD SPDR Gold Shares | 0.06% | 2,283 | $696K | No change |
| XLK SS Technology Select Sector | 0.06% | 2,732 | $692K | Add +1.9% |
| EW Edwards Lifesciences Corp. | 0.06% | 8,740 | $684K | No change |
| AIT Applied Industrial Tech Inc. | 0.06% | 2,880 | $669K | No change |
| TD Toronto-Dominion Bank | 0.06% | 8,784 | $645K | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.05% | 1,028 | $638K | No change |
| SYY Sysco Corp. | 0.05% | 8,420 | $638K | Reduce -23.9% |
| PFF iShares Preferred & Income S | 0.05% | 20,400 | $626K | Add +5.2% |
| PM Philip Morris International | 0.05% | 3,354 | $611K | No change |
| AMD Advanced Micro Devices | 0.05% | 4,195 | $595K | No change |
| OTIS Otis Worldwide Corp. | 0.05% | 5,924 | $587K | Reduce -6.7% |
| CINF Cincinnati Financial Corp. | 0.05% | 3,912 | $583K | No change |
| XLC SS Comm Select Sector SPDR | 0.05% | 5,321 | $577K | Add +4.3% |
| STRL Sterling Infrastructure Inc. | 0.05% | 2,500 | $577K | No change |
| LECO Lincoln Electric Holdings | 0.05% | 2,700 | $560K | No change |
| ALL Allstate Corp. | 0.05% | 2,778 | $559K | No change |
| IWF iShares Russell 1000 Growth | 0.05% | 1,303 | $553K | Reduce -1.0% |
| NVMI Nova Ltd. | 0.05% | 2,000 | $550K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 2,297 | $544K | Reduce -5.6% |
| HDV iShares Core High Dividend E | 0.05% | 4,500 | $527K | Add +52.5% |
| VGT Vanguard Info Tech ETF | 0.04% | 793 | $526K | Reduce -5.4% |
| KMB Kimberly-Clark Corp. | 0.04% | 4,038 | $521K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 5,040 | $517K | New |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 2,480 | $508K | Add +4.2% |
| IHAK iShares Cybersecurity & Tech | 0.04% | 9,508 | $506K | No change |
| LII Lennox International Inc. | 0.04% | 879 | $504K | No change |
| MCO Moody's Corp. | 0.04% | 985 | $494K | No change |
| USB US Bancorp | 0.04% | 10,831 | $490K | Reduce -8.0% |
| MRSH Marsh & McLennan Cos | 0.04% | 2,192 | $479K | Reduce -0.1% |
| CW Curtiss-Wright Corp. | 0.04% | 980 | $479K | No change |
| EOG EOG Resources Inc. | 0.04% | 3,915 | $468K | Reduce -13.3% |
| PPG PPG Industries Inc. | 0.04% | 4,092 | $465K | No change |
| PAYX Paychex Inc. | 0.04% | 3,075 | $447K | Add +5.0% |
| ULST SS Ultra Short TM Bond ETF | 0.04% | 11,000 | $447K | No change |
| CTSH Cognizant Tech Solutions-A | 0.04% | 5,625 | $439K | No change |
| SWK Stanley Black & Decker Inc. | 0.04% | 6,451 | $437K | No change |
| TGT Target Corp. | 0.04% | 4,416 | $436K | Reduce -4.4% |
| CTVA Corteva Inc. | 0.04% | 5,768 | $430K | Reduce -2.3% |
| AEP American Electric Power | 0.04% | 4,041 | $419K | No change |
| SCHX Schwab US Large-Cap ETF | 0.04% | 17,100 | $418K | No change |
| IEMG iShares Core MSCI Emerging | 0.04% | 6,910 | $415K | Reduce -3.3% |
| ORLY O'reilly Automotive Inc. | 0.04% | 4,575 | $412K | No change |
| VEA Vanguard Ftse Developed ETF | 0.04% | 7,226 | $412K | No change |
| NFLX Netflix Inc. | 0.04% | 306 | $410K | New |
| SO The Southern Co. | 0.03% | 4,435 | $407K | No change |
| MCK McKesson Corp. | 0.03% | 555 | $407K | No change |
| RPM RPM International Inc. | 0.03% | 3,645 | $400K | Add +1.5% |
| IDXX Idexx Laboratories Inc. | 0.03% | 740 | $397K | No change |
| COP Conocophillips | 0.03% | 4,372 | $392K | No change |
| MTD Mettler-Toledo International | 0.03% | 315 | $370K | No change |
| LAMR Lamar Advertising Co. Class A | 0.03% | 3,049 | $370K | Reduce -4.7% |
| IBTG iShares Ibonds Dec 2026 Term | 0.03% | 16,000 | $367K | New |
| PCAR Paccar Inc. | 0.03% | 3,799 | $361K | No change |
| BX Blackstone Inc. | 0.03% | 2,400 | $359K | Reduce -0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 810 | $357K | Reduce -6.9% |
| GILD Gilead Sciences Inc. | 0.03% | 3,200 | $355K | No change |
| PYPL PayPal Holdings Inc. | 0.03% | 4,750 | $353K | Reduce -0.1% |
| BF.B Brown-Forman Corp. Class B | 0.03% | 13,099 | $352K | Add +5.4% |
| REGN Regeneron Pharmaceuticals | 0.03% | 670 | $352K | No change |
| AWK American Water Works Co. Inc. | 0.03% | 2,520 | $351K | Reduce -1.0% |
| WST West Pharmaceutical Services | 0.03% | 1,570 | $344K | Reduce -6.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 4,160 | $340K | New |
| CLX Clorox Company | 0.03% | 2,800 | $336K | No change |
| MSI Motorola Solutions Inc. | 0.03% | 799 | $336K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 3,675 | $334K | No change |
| JBL Jabil Inc. | 0.03% | 1,510 | $329K | No change |
| MO Altria Group Inc. | 0.03% | 5,596 | $328K | No change |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.03% | 4,773 | $322K | No change |
| POOL Pool Corp. | 0.03% | 1,105 | $322K | Reduce -17.8% |
| BR Broadridge Financial Solutio | 0.03% | 1,299 | $316K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 5,065 | $314K | Reduce -25.7% |
| DOV Dover Corp. | 0.03% | 1,695 | $311K | No change |
| MDT Medtronic PLC | 0.03% | 3,520 | $307K | Reduce -2.9% |
| ROST Ross Stores Inc. | 0.03% | 2,405 | $307K | No change |
| CI The Cigna Group | 0.03% | 918 | $303K | Reduce -2.0% |
| IBDX iShares Ibonds Dec 2032 TC | 0.03% | 12,000 | $303K | Add +3.5% |
| BA The Boeing Co. | 0.03% | 1,440 | $302K | Reduce -6.5% |
| VOO Vanguard S&P 500 ETF | 0.03% | 520 | $296K | No change |
| LHX L3HARRIS Technologies Inc. | 0.03% | 1,175 | $295K | No change |
| CHE Chemed Corp. | 0.02% | 595 | $290K | Reduce -6.3% |
| BND Vanguard Total Bond Market | 0.02% | 3,888 | $286K | Reduce -15.8% |
| DXJ Wisdomtree Japan Hedged Eq | 0.02% | 2,500 | $286K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 3,528 | $278K | No change |
| UL Unilever PLC | 0.02% | 4,526 | $277K | Reduce -6.3% |
| XLI SS Industrial Select Sector | 0.02% | 1,875 | $277K | New |
| SCHM Schwab US Mid Cap ETF | 0.02% | 9,810 | $275K | Reduce -9.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 3,390 | $270K | Reduce -24.5% |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 2,056 | $261K | No change |
| AON Aon PLC Class A | 0.02% | 730 | $260K | Reduce -2.0% |
| AMT American Tower Corp. | 0.02% | 1,162 | $257K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,876 | $255K | Add +0.2% |
| IWD iShares Russell 1000 Value E | 0.02% | 1,250 | $243K | Add +4.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 2,476 | $239K | Reduce -2.4% |
| KAI Kadant Inc. | 0.02% | 750 | $238K | No change |
| MANH Manhattan Associates Inc. | 0.02% | 1,200 | $237K | No change |
| YUM Yum! Brands Inc. | 0.02% | 1,575 | $233K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.02% | 2,259 | $232K | Reduce -3.7% |
| ED Consolidated Edison Inc. | 0.02% | 2,300 | $231K | No change |
| CVS CVS Health Corp. | 0.02% | 3,311 | $228K | Add +4.8% |
| UTMD Utah Medical Products Inc. | 0.02% | 4,000 | $228K | No change |
| PIO Invesco Global Water ETF | 0.02% | 5,090 | $227K | No change |
| EPD Enterprise Products Partners | 0.02% | 7,300 | $226K | No change |
| GL Globe Life Inc. | 0.02% | 1,815 | $226K | New |
| VST Vistra Corp. | 0.02% | 1,150 | $223K | New |
| DCI Donaldson Co. Inc. | 0.02% | 3,200 | $222K | No change |
| NVR NVR Inc. | 0.02% | 30 | $222K | No change |
| DAL Delta Air Lines Inc. | 0.02% | 4,500 | $221K | New |
| IWV iShares Russell 3000 ETF | 0.02% | 626 | $220K | New |
| WM Waste Management Inc. | 0.02% | 958 | $219K | No change |
| DFAS Dimensional US Small Cap ETF | 0.02% | 3,440 | $219K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,622 | $219K | Add +6.6% |
| WMB Williams Cos Inc. | 0.02% | 3,471 | $218K | No change |
| SCHA Schwab US Small-Cap ETF | 0.02% | 8,371 | $212K | New |
| D Dominion Energy Inc. | 0.02% | 3,725 | $211K | No change |
| GIB Cgi Inc. | 0.02% | 2,000 | $210K | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.02% | 6,120 | $206K | Reduce -3.2% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.02% | 8,000 | $203K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 8,000 | $203K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.02% | 8,050 | $203K | Reduce -2.4% |
| WIT Wipro Ltd.-ADR | 0.01% | 29,502 | $89K | No change |