| AAPL Apple Inc. | 28.90% | 3,924,612 | $996.0M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 16.15% | 1,274,384 | $556.6M | Reduce -0.4% |
| NVDA Nvidia Corp. | 7.15% | 1,412,739 | $246.4M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 6.77% | 813,043 | $233.2M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 6.06% | 1,003,185 | $208.9M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.89% | 455,098 | $168.5M | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 3.42% | 139,238 | $117.8M | Add +1.2% |
| GEV GE Vernova Inc. | 3.04% | 120,106 | $104.8M | Add +27.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.45% | 175,910 | $84.3M | Reduce -1.2% |
| VIG Vanguard Dividend Apprec ETF | 1.98% | 317,389 | $68.3M | Add +0.9% |
| COST Costco Wholesale Corp. | 1.95% | 67,407 | $67.2M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.85% | 216,292 | $63.6M | Add +1.4% |
| AVGO Broadcom Inc. | 1.56% | 173,877 | $53.8M | Add +2.4% |
| META Meta Platforms Inc. Class A | 1.27% | 76,696 | $43.9M | Reduce -2.6% |
| SPMO Invesco S&P 500 Momentum ETF | 1.15% | 354,176 | $39.7M | Add +4.7% |
| XLE SS Energy Select Sector | 0.97% | 544,801 | $33.4M | New |
| VYM Vanguard High DVD Yield ETF | 0.59% | 136,372 | $20.2M | Reduce -0.2% |
| IWY iShares Russell Top 200 Grow | 0.56% | 78,264 | $19.5M | Add +10.3% |
| WMT Walmart Inc. | 0.52% | 144,659 | $18.0M | Add +16.2% |
| V Visa Inc. Class A | 0.52% | 58,890 | $17.8M | Add +3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 84,518 | $16.6M | Add +17.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 53,459 | $14.0M | Add +416.2% |
| GOOGL Alphabet Inc. Class A | 0.34% | 40,993 | $11.8M | Add +2.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.31% | 34,802 | $10.5M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 15,988 | $10.4M | Reduce -0.6% |
| FDVV Fidelity High Dividend ETF | 0.29% | 181,662 | $10.0M | Add +21.4% |
| XOM Exxon Mobil Corp. | 0.23% | 46,491 | $7.9M | Add +865.3% |
| ABBV Abbvie Inc. | 0.17% | 26,318 | $5.7M | Reduce -3.3% |
| CVX Chevron Corp. | 0.16% | 27,313 | $5.7M | New |
| STIP iShares 0-5 Year Tips Bond E | 0.16% | 53,904 | $5.6M | Reduce -0.8% |
| PH Parker Hannifin Corp. | 0.15% | 5,744 | $5.1M | Reduce -4.6% |
| TSLA Tesla Inc. | 0.15% | 13,676 | $5.1M | Add +1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 93,476 | $4.6M | Add +68.8% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 15,827 | $4.5M | Add +42.2% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 30,648 | $4.5M | Add +1.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 44,298 | $4.1M | Add +23.5% |
| LLY Eli Lilly & Co. | 0.12% | 4,419 | $4.1M | Add +2.7% |
| AMD Advanced Micro Devices | 0.11% | 17,933 | $3.6M | Add +3.6% |
| IDMO Invesco S&P International DE | 0.10% | 65,375 | $3.6M | Add +71.1% |
| SCHP Schwab U.S. Tips ETF | 0.10% | 132,456 | $3.5M | Reduce -4.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 41,045 | $3.4M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 0.10% | 5,654 | $3.4M | Add +2.2% |
| CME Cme Group Inc. | 0.10% | 11,191 | $3.3M | Add +0.2% |
| HD Home Depot Inc. | 0.09% | 9,692 | $3.2M | Add +14.7% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 48,862 | $3.1M | Add +247.0% |
| XLV SS Health Care Select Sector | 0.09% | 21,305 | $3.1M | Add +260.7% |
| LMT Lockheed Martin Corp. | 0.09% | 5,030 | $3.0M | Add +3.5% |
| BSV Vanguard Short-Term Bond ETF | 0.09% | 38,504 | $3.0M | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.08% | 75,477 | $2.9M | Add +49.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 4,924 | $2.8M | Reduce -4.1% |
| MCD McDonald's Corp. | 0.08% | 8,356 | $2.6M | Add +161.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 25,322 | $2.5M | Reduce -2.8% |
| FSLR First Solar Inc. | 0.07% | 12,853 | $2.5M | Reduce -2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 10,149 | $2.5M | Reduce -3.1% |
| GLW Corning Inc. | 0.06% | 16,152 | $2.2M | Reduce -15.6% |
| KO The Coca-Cola Co. | 0.06% | 28,145 | $2.1M | Add +100.2% |
| AEM Agnico Eagle Mines Ltd. | 0.06% | 10,344 | $2.1M | No change |
| IDXX Idexx Laboratories Inc. | 0.06% | 3,718 | $2.1M | Add +0.0% |
| VTIP Vanguard Short-Term Tips | 0.06% | 41,395 | $2.1M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.06% | 4,828 | $2.1M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.06% | 3,095 | $2.0M | Add +1.1% |
| ABT Abbott Laboratories | 0.06% | 19,594 | $2.0M | Add +15.7% |
| AMAT Applied Materials Inc. | 0.05% | 5,477 | $1.9M | Add +2.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 40,446 | $1.9M | Add +0.0% |
| SCHW Schwab (charles) Corp. | 0.05% | 19,029 | $1.8M | Add +144.3% |
| TFPM Triple Flag Precious Met | 0.05% | 50,531 | $1.8M | No change |
| CAT Caterpillar Inc. | 0.05% | 2,435 | $1.7M | Add +7.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 5,326 | $1.7M | Add +20.9% |
| ULTA Ulta Beauty Inc. | 0.05% | 3,110 | $1.6M | Reduce -5.0% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 10,540 | $1.5M | Reduce -11.1% |
| JNJ Johnson & Johnson | 0.04% | 6,050 | $1.5M | New |
| NFLX Netflix Inc. | 0.04% | 15,276 | $1.5M | Add +103.5% |
| DXCM Dexcom Inc. | 0.04% | 23,104 | $1.5M | Reduce -8.0% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.04% | 14,446 | $1.4M | No change |
| MCK McKesson Corp. | 0.04% | 1,544 | $1.3M | Add +6.9% |
| PG The Procter & Gamble Co. | 0.04% | 9,088 | $1.3M | Add +40.3% |
| DVY iShares Select Dividend ETF | 0.04% | 8,464 | $1.3M | Add +3.6% |
| WPM Wheaton Precious Metals Corp. | 0.04% | 9,660 | $1.3M | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 5,186 | $1.2M | Add +0.3% |
| ACN Accenture PLC Class A | 0.04% | 6,206 | $1.2M | Reduce -1.1% |
| IWN iShares Russell 2000 Value E | 0.04% | 6,431 | $1.2M | Reduce -6.7% |
| PANW Palo Alto Networks Inc. | 0.04% | 7,574 | $1.2M | Add +117.7% |
| AMGN Amgen Inc. | 0.03% | 3,003 | $1.1M | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 2,851 | $963K | Add +15.9% |
| TXN Texas Instruments Inc. | 0.03% | 4,900 | $951K | Reduce -12.5% |
| TIP iShares Tips Bond ETF | 0.03% | 8,489 | $937K | Reduce -0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 25,090 | $922K | Reduce -1.3% |
| ROST Ross Stores Inc. | 0.03% | 4,148 | $898K | Reduce -10.0% |
| SLV iShares Silver Trust | 0.03% | 13,054 | $890K | Add +7.9% |
| VGT Vanguard Info Tech ETF | 0.03% | 1,255 | $876K | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.02% | 1,710 | $854K | Reduce -10.3% |
| APO Apollo Global Management Inc. | 0.02% | 7,586 | $845K | Add +0.2% |
| GRBK Green Brick Partners Inc. | 0.02% | 13,000 | $838K | No change |
| NVMI Nova Ltd. | 0.02% | 1,775 | $771K | No change |
| PEB Pebblebrook Hotel Trust | 0.02% | 60,979 | $770K | Add +20.1% |
| CRM Salesforce Inc. | 0.02% | 3,995 | $746K | Reduce -22.3% |
| GD General Dynamics Corp. | 0.02% | 2,167 | $744K | Reduce -5.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.02% | 1 | $718K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.02% | 1,601 | $715K | Add +0.1% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.02% | 7,194 | $696K | No change |
| XLK SS Technology Select Sector | 0.02% | 5,204 | $692K | Add +5.8% |
| BA The Boeing Co. | 0.02% | 3,461 | $689K | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.02% | 6,966 | $685K | Add +5.0% |
| IWD iShares Russell 1000 Value E | 0.02% | 3,141 | $671K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 4,622 | $669K | No change |
| EPD Enterprise Products Partners | 0.02% | 17,373 | $657K | Add +1.3% |
| ITW Illinois Tool Works | 0.02% | 2,479 | $645K | Reduce -5.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 4,649 | $616K | No change |
| BND Vanguard Total Bond Market | 0.02% | 8,348 | $615K | Add +20.7% |
| RTX RTX Corp. | 0.02% | 3,185 | $614K | Reduce -7.5% |
| CMI Cummins Inc. | 0.02% | 1,109 | $597K | Add +4.7% |
| MS Morgan Stanley | 0.02% | 3,535 | $582K | Add +2.7% |
| UBER Uber Technologies Inc. | 0.02% | 8,053 | $579K | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.02% | 7,358 | $571K | Add +25.3% |
| HON Honeywell International Inc. | 0.02% | 2,518 | $569K | Add +0.2% |
| PGR Progressive Corp. | 0.02% | 2,791 | $553K | Reduce -2.6% |
| NTRS Northern Trust Corp. | 0.02% | 3,758 | $525K | Add +1.4% |
| RRX Regal Rexnord Corp. | 0.02% | 2,781 | $521K | Add +0.8% |
| IWO iShares Russell 2000 Growth | 0.02% | 1,658 | $520K | No change |
| MET Metlife Inc. | 0.01% | 7,145 | $505K | Add +0.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 4,941 | $505K | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.01% | 7,337 | $495K | Add +9.4% |
| APH Amphenol Corp. Class A | 0.01% | 3,862 | $488K | Add +14.7% |
| LNT Alliant Energy Corp. | 0.01% | 6,650 | $477K | Add +0.1% |
| QCOM Qualcomm Inc. | 0.01% | 3,700 | $476K | Reduce -0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 3,251 | $474K | Reduce -6.3% |
| AGG iShares Core U.S. Aggregate | 0.01% | 4,778 | $474K | Reduce -7.6% |
| ECL Ecolab Inc. | 0.01% | 1,776 | $472K | Reduce -5.4% |
| DVA Davita Inc. | 0.01% | 3,000 | $461K | No change |
| SBUX Starbucks Corp. | 0.01% | 5,011 | $449K | Add +5.2% |
| EWJ iShares MSCI Japan ETF | 0.01% | 5,303 | $448K | Add +0.3% |
| BX Blackstone Inc. | 0.01% | 3,872 | $445K | Reduce -14.6% |
| WM Waste Management Inc. | 0.01% | 1,919 | $441K | Add +0.1% |
| PFF iShares Preferred & Income S | 0.01% | 14,528 | $440K | Add +4.5% |
| PEP Pepsico Inc. | 0.01% | 2,806 | $436K | Reduce -0.8% |
| AIVL Wisdomtree US AI Enhanced Va | 0.01% | 3,727 | $431K | Reduce -0.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 3,834 | $418K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 1,958 | $414K | Add +0.3% |
| MSI Motorola Solutions Inc. | 0.01% | 944 | $410K | Add +9.1% |
| FERG Ferguson Enterprises Inc. | 0.01% | 1,745 | $407K | Add +0.9% |
| COP Conocophillips | 0.01% | 3,056 | $403K | Add +0.7% |
| COF Capital One Financial Corp. | 0.01% | 2,194 | $400K | Add +0.7% |
| AMP Ameriprise Financial Inc. | 0.01% | 890 | $396K | No change |
| DLN Wisdomtree US Largecap Divid | 0.01% | 4,400 | $393K | Reduce -7.4% |
| LULU Lululemon Athletica Inc. | 0.01% | 2,550 | $390K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.01% | 15,542 | $385K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 2,390 | $382K | Add +8.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 4,215 | $382K | New |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 2,908 | $373K | Reduce -3.2% |
| HCA HCA Healthcare Inc. | 0.01% | 752 | $356K | Add +1.2% |
| ADP Automatic Data Processing | 0.01% | 1,719 | $349K | Reduce -2.2% |
| MRVL Marvell Technology Inc. | 0.01% | 3,516 | $348K | Add +15.5% |
| SHOP Shopify Inc. Class A | 0.01% | 2,897 | $344K | Reduce -19.1% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.01% | 2,500 | $338K | No change |
| ALB Albemarle Corp. | 0.01% | 1,877 | $337K | Reduce -6.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 1,539 | $334K | Add +46.4% |
| HSY The Hershey Co. | 0.01% | 1,570 | $326K | Add +2.1% |
| AXP American Express Co. | 0.01% | 1,075 | $325K | No change |
| AAL American Airlines Group Inc. | 0.01% | 30,115 | $323K | No change |
| VRT Vertiv Holdings Co. Class A | 0.01% | 1,288 | $323K | Add +0.9% |
| TMUS T-Mobile US Inc. | 0.01% | 1,532 | $322K | Add +0.5% |
| XLY SS Consumer Disc Select Sect | 0.01% | 2,942 | $321K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 8,104 | $311K | Add +12.4% |
| PYPL PayPal Holdings Inc. | 0.01% | 6,819 | $308K | Reduce -6.7% |
| CEG Constellation Energy | 0.01% | 1,090 | $304K | Add +0.1% |
| AMX America Movil Sab DE CV | 0.01% | 11,800 | $301K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 1,022 | $294K | Reduce -2.8% |
| CRH CRH PLC | 0.01% | 2,738 | $288K | Add +0.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 686 | $280K | No change |
| WTFC Wintrust Financial Corp. | 0.01% | 2,000 | $278K | No change |
| MU Micron Technology Inc. | 0.01% | 809 | $273K | Add +8.4% |
| HDV iShares Core High Dividend E | 0.01% | 2,013 | $273K | Reduce -5.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 3,375 | $269K | No change |
| ED Consolidated Edison Inc. | 0.01% | 2,320 | $263K | No change |
| PFE Pfizer Inc. | 0.01% | 9,337 | $262K | Reduce -1.8% |
| ENS Enersys | 0.01% | 1,509 | $262K | Add +0.1% |
| GLD SPDR Gold Shares | 0.01% | 609 | $262K | New |
| ORCL Oracle Corp. | 0.01% | 1,760 | $259K | Reduce -99.4% |
| PWR Quanta Services Inc. | 0.01% | 471 | $259K | New |
| RSG Republic Services Inc. | 0.01% | 1,171 | $256K | Add +0.5% |
| IWM iShares Russell 2000 ETF | 0.01% | 1,025 | $254K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 2,980 | $247K | Add +4.0% |
| SYK Stryker Corp. | 0.01% | 747 | $245K | Reduce -7.5% |
| MO Altria Group Inc. | 0.01% | 3,708 | $245K | Add +0.2% |
| OEF iShares S&P 100 ETF | 0.01% | 756 | $240K | No change |
| IVW iShares S&P 500 Growth ETF | 0.01% | 2,124 | $240K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.01% | 725 | $240K | No change |
| COKE Coca-Cola Consolidated Inc. | 0.01% | 1,250 | $240K | New |
| T AT&T Inc. | 0.01% | 7,929 | $230K | New |
| COR Cencora Inc. | 0.01% | 731 | $230K | Add +0.1% |
| AXON Axon Enterprise Inc. | 0.01% | 540 | $229K | Reduce -8.0% |
| ETHA iShares Ethereum Trust ETF | 0.01% | 14,390 | $228K | No change |
| PSX Phillips 66 | 0.01% | 1,221 | $222K | New |
| RACE Ferrari NV | 0.01% | 655 | $222K | Reduce -0.8% |
| EW Edwards Lifesciences Corp. | 0.01% | 2,760 | $221K | Reduce -15.3% |
| KKR KKR & Co. Inc. | 0.01% | 2,373 | $220K | Reduce -98.7% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 1,747 | $217K | Add +4.9% |
| SOXX iShares Semiconductor ETF | 0.01% | 654 | $215K | New |
| LHX L3HARRIS Technologies Inc. | 0.01% | 617 | $213K | New |
| NOW ServiceNow Inc. | 0.01% | 2,027 | $212K | Reduce -68.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 2,181 | $210K | New |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 1,355 | $210K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 1,797 | $208K | New |
| FBND Fidelity Total Bond ETF | 0.01% | 4,549 | $208K | No change |
| VIS Vanguard Industrials ETF | 0.01% | 662 | $207K | Reduce -4.5% |
| JCI Johnson Controls Internation | 0.01% | 1,569 | $205K | New |
| ETN Eaton Corp. PLC | 0.01% | 568 | $203K | Reduce -19.7% |
| SCHD Schwab US DVD Equity ETF | 0.01% | 6,617 | $203K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 1,102 | $203K | New |
| OUNZ Vaneck Merk Gold ETF | 0.01% | 4,449 | $200K | New |
| OWL Blue Owl Capital Inc. | 0.00% | 14,147 | $129K | Reduce -49.5% |
| EMPD Empery Digital Inc. | 0.00% | 20,000 | $85K | No change |