| FIX Comfort Systems USA Inc. | 6.95% | 16,094 | $31.9M | Reduce -1.7% |
| NVDA Nvidia Corp. | 5.93% | 135,869 | $27.2M | Reduce -1.1% |
| AAPL Apple Inc. | 5.89% | 93,355 | $27.0M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.17% | 275,181 | $23.7M | Reduce -7.7% |
| TSLA Tesla Inc. | 3.97% | 43,340 | $18.2M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 3.55% | 49,713 | $16.3M | Reduce -0.4% |
| AVGO Broadcom Inc. | 3.37% | 40,885 | $15.4M | Reduce -0.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.13% | 7,216 | $14.4M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 3.08% | 59,370 | $14.2M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 2.83% | 13,864 | $13.0M | Reduce -1.6% |
| RJF Raymond James Financial Inc. | 2.06% | 62,013 | $9.4M | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 1.95% | 76,625 | $8.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.93% | 17,662 | $8.8M | Reduce -0.2% |
| PM Philip Morris International | 1.75% | 44,271 | $8.0M | Add +27.5% |
| CNQ Canadian Natural Resources | 1.67% | 193,805 | $7.7M | Add +0.7% |
| V Visa Inc. Class A | 1.66% | 22,232 | $7.6M | Add +0.6% |
| MSFT Microsoft Corp. | 1.46% | 17,901 | $6.7M | Add +3.6% |
| HD Home Depot Inc. | 1.35% | 17,587 | $6.2M | Add +5.4% |
| NFLX Netflix Inc. | 1.33% | 85,160 | $6.1M | Add +0.9% |
| LLY Eli Lilly & Co. | 1.28% | 4,914 | $5.9M | Add +0.2% |
| UNP Union Pacific Corp. | 1.23% | 20,698 | $5.6M | Add +1.4% |
| MPC Marathon Petroleum Corp. | 1.03% | 18,461 | $4.7M | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 1.00% | 12,207 | $4.6M | Add +0.1% |
| ALAB Astera Labs Inc. | 0.98% | 9,349 | $4.5M | Add +0.9% |
| SYK Stryker Corp. | 0.98% | 14,341 | $4.5M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.95% | 7,708 | $4.3M | Add +0.4% |
| GRMN Garmin Ltd. | 0.95% | 18,270 | $4.3M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.91% | 9,775 | $4.2M | Add +2.8% |
| ODFL Old Dominion Freight Line | 0.90% | 19,044 | $4.1M | Add +1.9% |
| CB Chubb Ltd. | 0.90% | 12,078 | $4.1M | Add +3.5% |
| WMT Walmart Inc. | 0.88% | 35,657 | $4.0M | Add +1.7% |
| EME Emcor Group Inc. | 0.87% | 4,824 | $4.0M | Add +1.0% |
| STRL Sterling Infrastructure Inc. | 0.86% | 4,674 | $3.9M | Reduce -3.7% |
| ORCL Oracle Corp. | 0.84% | 26,258 | $3.8M | Reduce -2.1% |
| MSI Motorola Solutions Inc. | 0.82% | 9,046 | $3.8M | Add +6.3% |
| ABBV Abbvie Inc. | 0.80% | 14,557 | $3.7M | Add +7.3% |
| JNJ Johnson & Johnson | 0.80% | 14,383 | $3.7M | Add +2.3% |
| ADI Analog Devices Inc. | 0.78% | 9,024 | $3.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 4,743 | $3.5M | Add +0.0% |
| VST Vistra Corp. | 0.77% | 22,127 | $3.5M | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.76% | 25,371 | $3.5M | Add +2.9% |
| MCD McDonald's Corp. | 0.72% | 12,252 | $3.3M | Reduce -1.8% |
| POWL Powell Industries Inc. | 0.67% | 10,740 | $3.1M | Add +1.7% |
| APD Air Products & Chemicals Inc. | 0.60% | 9,357 | $2.7M | Add +6.3% |
| IESC Ies Holdings Inc. | 0.59% | 3,710 | $2.7M | Add +1.4% |
| JCI Johnson Controls Internation | 0.57% | 17,829 | $2.6M | Reduce -1.5% |
| AEIS Advanced Energy Industries | 0.56% | 6,934 | $2.6M | Add +9.8% |
| CMI Cummins Inc. | 0.55% | 3,550 | $2.5M | Add +0.4% |
| DRI Darden Restaurants Inc. | 0.53% | 11,764 | $2.4M | Add +4.2% |
| VRT Vertiv Holdings Co. Class A | 0.51% | 7,006 | $2.3M | Add +3.7% |
| O Realty Income Corp. | 0.51% | 37,453 | $2.3M | Add +4.6% |
| CME Cme Group Inc. | 0.50% | 10,484 | $2.3M | Add +4.4% |
| AMD Advanced Micro Devices | 0.50% | 3,951 | $2.3M | Reduce -2.5% |
| PACS Pacs Group Inc. | 0.47% | 51,004 | $2.2M | Reduce -5.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 22,272 | $2.2M | Add +23.8% |
| UNH Unitedhealth Group Inc. | 0.45% | 4,973 | $2.1M | Add +8.6% |
| VOO Vanguard S&P 500 ETF | 0.44% | 2,937 | $2.0M | Add +1.2% |
| MPWR Monolithic Power Systems Inc. | 0.39% | 1,304 | $1.8M | Add +6.6% |
| ACLS Axcelis Technologies Inc. | 0.38% | 9,191 | $1.7M | Add +16.5% |
| FANG Diamondback Energy Inc. | 0.32% | 8,458 | $1.5M | Add +7.7% |
| VZ Verizon Communications Inc. | 0.32% | 34,771 | $1.5M | Add +4.8% |
| MDY State Street SPDR S&P Midcap | 0.32% | 2,081 | $1.5M | Add +17.6% |
| AMAT Applied Materials Inc. | 0.30% | 1,907 | $1.4M | Reduce -0.5% |
| ETR Entergy Corp. | 0.29% | 11,745 | $1.3M | Add +7.2% |
| RS Reliance Inc. | 0.28% | 3,482 | $1.3M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 0.28% | 3,581 | $1.3M | Reduce -3.9% |
| ZTS Zoetis Inc. | 0.28% | 17,599 | $1.3M | Add +9.6% |
| BC Brunswick Corp. | 0.27% | 14,771 | $1.2M | Add +2.3% |
| ENSG The Ensign Group Inc. | 0.26% | 7,331 | $1.2M | Add +3.3% |
| SCI Service Corp. International | 0.25% | 15,392 | $1.2M | New |
| NEE Nextera Energy Inc. | 0.25% | 12,898 | $1.1M | Add +6.0% |
| ZWS Zurn Elkay Water Solutions C | 0.24% | 22,207 | $1.1M | Add +2.9% |
| SSD Simpson Manufacturing Co. Inc. | 0.24% | 5,313 | $1.1M | Add +5.9% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.23% | 23,142 | $1.1M | Add +16.1% |
| FIS Fidelity National Info Serv | 0.23% | 27,192 | $1.1M | Add +14.8% |
| XSMO Invesco S&P Smallcap Momentu | 0.23% | 11,090 | $1.0M | Add +14.9% |
| LNTH Lantheus Holdings Inc. | 0.22% | 9,284 | $1.0M | Add +38.9% |
| AGG iShares Core U.S. Aggregate | 0.22% | 10,247 | $1.0M | Add +65.2% |
| AAON Aaon Inc. | 0.22% | 7,865 | $998K | Add +9.4% |
| AGCO Agco Corp. | 0.21% | 8,181 | $979K | Add +3.0% |
| CLMB Climb Global Solutions Inc. | 0.21% | 41,573 | $965K | Add +1064.8% |
| AROC Archrock Inc. | 0.21% | 23,383 | $952K | New |
| UFPT Ufp Technologies Inc. | 0.21% | 3,568 | $946K | Add +10.8% |
| TT Trane Technologies PLC | 0.18% | 1,680 | $825K | Reduce -1.8% |
| NXPI NXP Semiconductors NV | 0.17% | 2,747 | $772K | Reduce -0.1% |
| FCNCA First Citizens Bcshs Class A | 0.17% | 370 | $771K | Add +1.9% |
| LRCX Lam Research Corp. | 0.17% | 1,758 | $762K | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.16% | 9,116 | $755K | Add +4881.4% |
| HQY Healthequity Inc. | 0.16% | 8,089 | $731K | Add +4.7% |
| SMCI Super Micro Computer Inc. | 0.16% | 24,868 | $729K | Add +45.2% |
| KNSL Kinsale Capital Group Inc. | 0.15% | 2,102 | $693K | Add +14.7% |
| COP Conocophillips | 0.15% | 6,529 | $679K | Reduce -1.4% |
| IDCC Interdigital Inc. | 0.15% | 2,375 | $672K | Add +5.5% |
| EXR Extra Space Storage Inc. | 0.14% | 4,404 | $640K | Add +4.0% |
| DXCM Dexcom Inc. | 0.14% | 9,341 | $629K | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.13% | 525 | $617K | Reduce -8.8% |
| GOOG Alphabet Inc. Class C | 0.13% | 1,645 | $581K | No change |
| AXP American Express Co. | 0.12% | 1,640 | $555K | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 3,504 | $531K | Reduce -3.8% |
| HPE Hewlett Packard Enterprise | 0.12% | 11,765 | $531K | Reduce -0.7% |
| CELH Celsius Holdings Inc. | 0.10% | 16,145 | $473K | Add +6.5% |
| CSCO Cisco Systems Inc. | 0.10% | 3,846 | $452K | Reduce -0.6% |
| SCHW Schwab (charles) Corp. | 0.08% | 4,163 | $384K | Add +0.9% |
| SPGI S&P Global Inc. | 0.08% | 915 | $373K | Add +0.3% |
| ALL Allstate Corp. | 0.08% | 1,551 | $369K | Reduce -5.1% |
| CGNX Cognex Corp. | 0.08% | 5,086 | $368K | Reduce -1.2% |
| VLO Valero Energy Corp. | 0.08% | 1,399 | $364K | Reduce -1.1% |
| IQV Iqvia Holdings Inc. | 0.08% | 1,876 | $362K | Reduce -1.6% |
| GSY Invesco Ultra Short Duration | 0.07% | 6,618 | $332K | Reduce -57.5% |
| MCHP Microchip Technology Inc. | 0.07% | 3,558 | $325K | Reduce -0.4% |
| PSX Phillips 66 | 0.07% | 1,799 | $304K | Reduce -0.4% |
| OSK Oshkosh Corp. | 0.07% | 1,949 | $299K | Reduce -0.8% |
| EW Edwards Lifesciences Corp. | 0.06% | 3,253 | $294K | Reduce -2.9% |
| APH Amphenol Corp. Class A | 0.06% | 1,668 | $294K | Reduce -6.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,321 | $288K | No change |
| NEM Newmont Corp. | 0.06% | 3,038 | $284K | Reduce -0.8% |
| LSTR Landstar System Inc. | 0.06% | 1,290 | $267K | Add +0.1% |
| PHM Pultegroup Inc. | 0.05% | 1,793 | $246K | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 3,386 | $241K | No change |
| MU Micron Technology Inc. | 0.05% | 207 | $239K | New |
| CRM Salesforce Inc. | 0.05% | 1,495 | $234K | Add +2.0% |
| DHI D.R. Horton Inc. | 0.05% | 1,386 | $226K | Add +0.1% |
| UPS United Parcel Service Class B | 0.05% | 2,089 | $225K | Add +53.3% |
| EOG EOG Resources Inc. | 0.05% | 1,703 | $221K | Reduce -0.9% |
| LULU Lululemon Athletica Inc. | 0.05% | 1,897 | $217K | Reduce -86.2% |
| CEG Constellation Energy | 0.05% | 871 | $216K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.04% | 1,401 | $205K | Add +0.2% |
| XLK SS Technology Select Sector | 0.04% | 1,036 | $197K | Add +0.1% |
| SEIC Sei Investments Company | 0.04% | 2,217 | $194K | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 3,181 | $190K | New |
| HAP Vaneck Natural Resources ETF | 0.04% | 2,742 | $188K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 393 | $188K | Add +8.9% |
| ABT Abbott Laboratories | 0.04% | 2,041 | $185K | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 368 | $184K | Add +0.3% |
| GPN Global Payments Inc. | 0.04% | 2,529 | $184K | Add +0.1% |
| ADP Automatic Data Processing | 0.04% | 788 | $177K | No change |
| ISRG Intuitive Surgical Inc. | 0.04% | 434 | $173K | Add +15.1% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 4,552 | $155K | Reduce -4.7% |
| XLE SS Energy Select Sector | 0.03% | 2,892 | $154K | No change |
| KEY Keycorp | 0.03% | 6,646 | $153K | No change |
| FTCS First Trust Capital Strength | 0.03% | 1,615 | $152K | No change |
| LEN Lennar Corp. Class A | 0.03% | 1,653 | $150K | Add +1.5% |
| LRN Stride Inc. | 0.03% | 1,733 | $149K | Add +37.0% |
| IHI iShares U.S. Medical Devices | 0.03% | 2,894 | $143K | No change |
| FAST Fastenal Co. | 0.03% | 2,953 | $142K | Add +0.5% |
| VGT Vanguard Info Tech ETF | 0.03% | 1,080 | $129K | No change |
| ZION Zions Bancorp NA | 0.03% | 1,855 | $128K | Add +0.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 960 | $119K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.03% | 2,448 | $117K | Add +15.8% |
| SNPS Synopsys Inc. | 0.02% | 246 | $110K | Reduce -5.0% |
| VFH Vanguard Financials ETF | 0.02% | 786 | $103K | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 130 | $96K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 226 | $84K | No change |
| KO The Coca-Cola Co. | 0.02% | 1,002 | $81K | No change |
| SBUX Starbucks Corp. | 0.02% | 778 | $79K | Add +0.7% |
| CVX Chevron Corp. | 0.02% | 441 | $73K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 979 | $56K | No change |
| ACN Accenture PLC Class A | 0.01% | 428 | $53K | Add +0.9% |
| EEM iShares MSCI Emerging Market | 0.01% | 745 | $51K | No change |
| OXY Occidental Petroleum Corp. | 0.01% | 1,000 | $49K | No change |
| CIFR Cipher Digital Inc. | 0.01% | 1,934 | $47K | No change |
| ONB Old National Bancorp | 0.01% | 1,689 | $44K | Add +0.6% |
| MGRC McGrath Rentcorp | 0.01% | 351 | $42K | Add +0.3% |
| DVN Devon Energy Corp. | 0.01% | 1,007 | $42K | No change |
| CRWV Coreweave Inc. Class A | 0.01% | 405 | $40K | No change |
| VSNT Versant Media Group Inc. | 0.01% | 1,101 | $40K | Reduce -16.8% |
| NSC Norfolk Southern Corp. | 0.01% | 124 | $39K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 2,641 | $37K | Add +0.8% |
| DGX Quest Diagnostics Inc. | 0.01% | 167 | $35K | Add +11.3% |
| AZO AutoZone Inc. | 0.01% | 11 | $35K | No change |
| CAT Caterpillar Inc. | 0.01% | 32 | $34K | No change |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.01% | 400 | $33K | No change |
| CAH Cardinal Health Inc. | 0.01% | 111 | $26K | New |
| MO Altria Group Inc. | 0.01% | 342 | $25K | No change |
| IGE iShares North American Natur | 0.01% | 431 | $24K | No change |
| BKR Baker Hughes Co. | 0.00% | 400 | $22K | No change |
| IJR iShares Core S&P Small-Cap E | 0.00% | 140 | $21K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 60 | $18K | New |
| TGT Target Corp. | 0.00% | 127 | $17K | No change |
| PEP Pepsico Inc. | 0.00% | 116 | $16K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 728 | $15K | No change |
| RTX RTX Corp. | 0.00% | 65 | $12K | No change |
| PWR Quanta Services Inc. | 0.00% | 15 | $11K | New |
| GRFS Grifols SA-ADR | 0.00% | 1,521 | $11K | No change |
| IJH iShares Core S&P Midcap ETF | 0.00% | 130 | $10K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 60 | $9K | No change |
| XLV SS Health Care Select Sector | 0.00% | 58 | $9K | No change |
| ANET Arista Networks Inc. | 0.00% | 54 | $9K | New |
| CF CF Industries Holdings Inc. | 0.00% | 80 | $9K | No change |
| GSK GSK PLC-Spon ADR | 0.00% | 160 | $8K | New |
| AZN Astrazeneca PLC | 0.00% | 42 | $8K | New |
| ONTO Onto Innovation Inc. | 0.00% | 17 | $6K | No change |
| CSX CSX Corp. | 0.00% | 127 | $6K | New |
| LHX L3HARRIS Technologies Inc. | 0.00% | 20 | $6K | Add +81.8% |
| CMCSA Comcast Corp. Class A | 0.00% | 237 | $6K | Reduce -99.5% |
| NUE Nucor Corp. | 0.00% | 25 | $6K | No change |
| TXN Texas Instruments Inc. | 0.00% | 18 | $5K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.00% | 19 | $5K | New |
| KIM Kimco Realty Corp. | 0.00% | 206 | $5K | New |
| NOC Northrop Grumman Corp. | 0.00% | 10 | $5K | No change |
| AMP Ameriprise Financial Inc. | 0.00% | 11 | $5K | New |
| BAC Bank of America Corp. | 0.00% | 84 | $5K | New |
| WM Waste Management Inc. | 0.00% | 21 | $5K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.00% | 80 | $4K | No change |
| MDT Medtronic PLC | 0.00% | 55 | $4K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 13 | $4K | New |
| ICE Intercontinental Exchange Inc. | 0.00% | 33 | $4K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 47 | $4K | New |
| BX Blackstone Inc. | 0.00% | 32 | $4K | New |
| QSR Restaurant Brands Intern | 0.00% | 51 | $4K | New |
| TMUS T-Mobile US Inc. | 0.00% | 22 | $4K | New |
| SHEL Shell PLC-ADR | 0.00% | 47 | $4K | New |
| TOL Toll Brothers Inc. | 0.00% | 22 | $4K | New |
| AMGN Amgen Inc. | 0.00% | 10 | $4K | New |
| MA Mastercard Inc. Class A | 0.00% | 7 | $4K | New |
| ARM Arm Holdings PLC-ADR | 0.00% | 10 | $4K | No change |
| HSY The Hershey Co. | 0.00% | 20 | $4K | No change |
| SO The Southern Co. | 0.00% | 36 | $3K | New |
| ORLY O'reilly Automotive Inc. | 0.00% | 34 | $3K | New |
| KR Kroger Co. | 0.00% | 56 | $3K | New |
| SYY Sysco Corp. | 0.00% | 37 | $3K | No change |
| B Barrick Mining Corp. | 0.00% | 82 | $3K | New |
| BA The Boeing Co. | 0.00% | 13 | $3K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.00% | 37 | $3K | No change |
| FDUS Fidus Investment Corp. | 0.00% | 122 | $2K | No change |
| PCTY Paylocity Holding Corp. | 0.00% | 21 | $2K | Reduce -99.3% |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 20 | $2K | No change |
| M Macy's Inc. | 0.00% | 82 | $2K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 104 | $2K | No change |
| DD Dupont DE Nemours Inc. | 0.00% | 13 | $2K | New |
| SPCX Space Exploration Techn Class A | 0.00% | 10 | $2K | New |
| WLK Westlake Corp. | 0.00% | 23 | $2K | No change |
| MUSA Murphy USA Inc. | 0.00% | 3 | $2K | No change |
| AMRZ Amrize Ltd. | 0.00% | 30 | $2K | No change |
| ATKR Atkore Inc. | 0.00% | 19 | $1K | No change |
| FISV Fiserv Inc. | 0.00% | 24 | $1K | No change |
| CRNC Cerence Inc. | 0.00% | 100 | $1K | No change |
| HUBS HubSpot Inc. | 0.00% | 6 | $1K | Reduce -99.5% |
| ELF Elf Beauty Inc. | 0.00% | 14 | $1K | Reduce -99.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 13 | $1K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 10 | $963 | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.00% | 37 | $669 | No change |
| STE Steris PLC | 0.00% | 3 | $652 | Reduce -99.8% |
| PKB Invesco Building & Construct | 0.00% | 4 | $448 | No change |
| BYND Beyond Meat Inc. | 0.00% | 25 | $19 | No change |