| FISV Fiserv Inc. | 21.81% | 2,922,579 | $600.4M | Reduce -0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.21% | 327,970 | $88.5M | Add +2.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.86% | 154,117 | $78.8M | Reduce -3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.48% | 258,987 | $68.4M | Add +1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.18% | 250,010 | $60.1M | Add +1.0% |
| AAPL Apple Inc. | 2.17% | 238,701 | $59.8M | Reduce -1.9% |
| MSFT Microsoft Corp. | 1.90% | 124,412 | $52.4M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 1.82% | 54,768 | $50.2M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 1.66% | 241,019 | $45.6M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.63% | 204,202 | $44.8M | Add +0.2% |
| MDY State Street SPDR S&P Midcap | 1.43% | 69,163 | $39.4M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 1.42% | 176,914 | $39.1M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 1.29% | 65,989 | $35.6M | Add +1.5% |
| NOW ServiceNow Inc. | 1.23% | 31,908 | $33.8M | Add +1.4% |
| V Visa Inc. Class A | 1.21% | 105,000 | $33.2M | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 1.19% | 1,767,606 | $32.7M | Add +2.8% |
| ACN Accenture PLC Class A | 1.17% | 91,728 | $32.3M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 1.13% | 59,491 | $31.1M | Reduce -0.3% |
| CTAS Cintas Corp. | 1.10% | 166,089 | $30.3M | Reduce -1.7% |
| CRM Salesforce Inc. | 1.05% | 86,162 | $28.8M | Add +0.5% |
| BLK BlackRock Inc. | 1.04% | 27,920 | $28.6M | Add +0.6% |
| WM Waste Management Inc. | 1.03% | 139,999 | $28.3M | Reduce -0.0% |
| MA Mastercard Inc. Class A | 1.02% | 53,385 | $28.1M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.91% | 206,869 | $25.0M | Add +4.6% |
| SPGI S&P Global Inc. | 0.91% | 50,024 | $24.9M | No change |
| META Meta Platforms Inc. Class A | 0.90% | 42,178 | $24.7M | Add +4.0% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 203,506 | $23.4M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 0.78% | 42,634 | $21.6M | Add +0.3% |
| UNP Union Pacific Corp. | 0.75% | 90,180 | $20.6M | Reduce -0.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.74% | 426,710 | $20.4M | Add +8.7% |
| MS Morgan Stanley | 0.73% | 159,667 | $20.1M | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.71% | 79,343 | $19.6M | Add +0.2% |
| ZTS Zoetis Inc. | 0.71% | 119,377 | $19.5M | Reduce -4.9% |
| TRV The Travelers Cos Inc. | 0.67% | 77,105 | $18.6M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.67% | 101,269 | $18.4M | Add +106.0% |
| MSCI MSCI Inc. | 0.65% | 29,999 | $18.0M | Add +1.5% |
| ETN Eaton Corp. PLC | 0.65% | 53,562 | $17.8M | Reduce -2.9% |
| HD Home Depot Inc. | 0.65% | 45,661 | $17.8M | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.64% | 232,921 | $17.6M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 0.64% | 367,807 | $17.6M | Add +0.8% |
| XLK SS Technology Select Sector | 0.61% | 72,636 | $16.9M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.61% | 26 | $16.8M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.61% | 213,928 | $16.7M | Add +10.1% |
| CB Chubb Ltd. | 0.58% | 58,022 | $16.0M | Reduce -3.1% |
| HON Honeywell International Inc. | 0.57% | 69,690 | $15.7M | Add +0.1% |
| DHR Danaher Corp. | 0.57% | 68,298 | $15.7M | Add +0.7% |
| CME Cme Group Inc. | 0.56% | 66,062 | $15.3M | Add +0.7% |
| AVGO Broadcom Inc. | 0.54% | 64,235 | $14.9M | Add +3.8% |
| AMT American Tower Corp. | 0.52% | 78,137 | $14.3M | Reduce -16.6% |
| RMD Resmed Inc. | 0.52% | 62,537 | $14.3M | Add +7.2% |
| ADP Automatic Data Processing | 0.50% | 47,374 | $13.9M | Add +0.4% |
| RSG Republic Services Inc. | 0.50% | 68,503 | $13.8M | Reduce -0.0% |
| SCHM Schwab US Mid Cap ETF | 0.50% | 494,039 | $13.7M | Add +0.2% |
| WMT Walmart Inc. | 0.50% | 151,036 | $13.6M | Add +2.7% |
| IJH iShares Core S&P Midcap ETF | 0.49% | 218,154 | $13.6M | Add +3.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 67,832 | $13.4M | Add +16.4% |
| CAT Caterpillar Inc. | 0.48% | 36,805 | $13.4M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 29,101 | $13.2M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.47% | 53,849 | $12.9M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.47% | 84,858 | $12.9M | Reduce -7.2% |
| XLE SS Energy Select Sector | 0.47% | 150,474 | $12.9M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.46% | 215,348 | $12.7M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.46% | 29,752 | $12.7M | Add +0.6% |
| NVDA Nvidia Corp. | 0.45% | 93,258 | $12.5M | Reduce -1.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.44% | 17,497 | $12.1M | Add +5.4% |
| JNJ Johnson & Johnson | 0.43% | 82,746 | $12.0M | Reduce -0.8% |
| TDG Transdigm Group Inc. | 0.43% | 9,432 | $12.0M | Add +1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 22,370 | $11.6M | Reduce -11.1% |
| ABT Abbott Laboratories | 0.39% | 95,464 | $10.8M | No change |
| SCHD Schwab US DVD Equity ETF | 0.37% | 369,688 | $10.1M | Reduce -2.7% |
| EOG EOG Resources Inc. | 0.37% | 82,283 | $10.1M | Reduce -8.5% |
| LIN Linde PLC | 0.36% | 23,555 | $9.9M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 16,371 | $9.6M | Reduce -3.1% |
| ROP Roper Technologies Inc. | 0.34% | 17,846 | $9.3M | Reduce -17.2% |
| TSCO Tractor Supply Company | 0.32% | 168,385 | $8.9M | Reduce -4.6% |
| GS Goldman Sachs Group Inc. | 0.32% | 15,394 | $8.8M | Add +79.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.31% | 63,450 | $8.6M | No change |
| SHW The Sherwin-Williams Co. | 0.31% | 25,164 | $8.6M | Add +5.0% |
| CHD Church & Dwight Co. Inc. | 0.30% | 78,610 | $8.2M | Add +0.3% |
| AFL Aflac Inc. | 0.30% | 78,614 | $8.1M | Add +0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.27% | 28,980 | $7.4M | No change |
| NEE Nextera Energy Inc. | 0.27% | 102,352 | $7.3M | Add +556.0% |
| ORCL Oracle Corp. | 0.26% | 43,463 | $7.2M | Add +59.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 42,524 | $6.9M | No change |
| IYW iShares Ustechnology ETF | 0.25% | 43,015 | $6.9M | No change |
| IVV iShares Core S&P 500 ETF | 0.25% | 11,613 | $6.8M | Reduce -1.1% |
| DOV Dover Corp. | 0.24% | 35,950 | $6.7M | Add +0.2% |
| BX Blackstone Inc. | 0.23% | 36,615 | $6.3M | Add +144.6% |
| MCD McDonald's Corp. | 0.21% | 19,770 | $5.7M | Reduce -9.8% |
| CPRT Copart Inc. | 0.20% | 98,145 | $5.6M | Add +30.7% |
| AIZ Assurant Inc. | 0.20% | 26,315 | $5.6M | Add +0.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.20% | 44,390 | $5.5M | No change |
| SHOP Shopify Inc. Class A | 0.20% | 51,951 | $5.5M | Add +35.9% |
| AON Aon PLC Class A | 0.20% | 15,165 | $5.4M | No change |
| RTX RTX Corp. | 0.20% | 46,457 | $5.4M | Add +2.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.19% | 18,702 | $5.3M | Add +2.6% |
| LYV Live Nation Entertainment Inc. | 0.19% | 40,588 | $5.3M | Add +17.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 60,453 | $5.2M | Add +5.8% |
| TXN Texas Instruments Inc. | 0.18% | 26,960 | $5.1M | Reduce -1.1% |
| EWJ iShares MSCI Japan ETF | 0.18% | 74,615 | $5.0M | No change |
| MELI MercadoLibre Inc. | 0.18% | 2,922 | $5.0M | Add +13.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.18% | 45,700 | $5.0M | No change |
| PG The Procter & Gamble Co. | 0.18% | 29,249 | $4.9M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.18% | 27,254 | $4.8M | Add +1.2% |
| GRMN Garmin Ltd. | 0.17% | 22,890 | $4.7M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.17% | 47,365 | $4.7M | Reduce -0.1% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 48,270 | $4.7M | No change |
| ALLE Allegion PLC | 0.17% | 34,940 | $4.6M | No change |
| IDXX Idexx Laboratories Inc. | 0.17% | 11,024 | $4.6M | Reduce -59.9% |
| EMR Emerson Electric Co. | 0.16% | 36,035 | $4.5M | Add +0.3% |
| WCN Waste Connections Inc. | 0.16% | 25,990 | $4.5M | Add +18.8% |
| CHKP Check Point Software Tech | 0.15% | 22,750 | $4.2M | No change |
| TPL Texas Pacific Land Corp. | 0.15% | 3,838 | $4.2M | Add +760.5% |
| LRCX Lam Research Corp. | 0.15% | 57,391 | $4.1M | Reduce -12.6% |
| ECL Ecolab Inc. | 0.15% | 17,652 | $4.1M | Add +0.3% |
| IBN Icici Bank Ltd.-Spon ADR | 0.14% | 133,375 | $4.0M | New |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 60,741 | $4.0M | Add +13.8% |
| AEP American Electric Power | 0.14% | 42,795 | $3.9M | Add +0.3% |
| SCHW Schwab (charles) Corp. | 0.14% | 52,440 | $3.9M | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.14% | 61,920 | $3.9M | Add +0.3% |
| ANET Arista Networks Inc. | 0.14% | 34,612 | $3.8M | Add +0.2% |
| SCHA Schwab US Small-Cap ETF | 0.14% | 145,976 | $3.8M | Reduce -0.9% |
| CNI Canadian Natl Railway Co. | 0.14% | 36,810 | $3.7M | No change |
| NSC Norfolk Southern Corp. | 0.13% | 15,352 | $3.6M | Reduce -0.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 18,055 | $3.6M | No change |
| BKNG Booking Holdings Inc. | 0.13% | 710 | $3.5M | Add +13.1% |
| TM Toyota Motor Corp. -Spon ADR | 0.13% | 18,120 | $3.5M | No change |
| SHEL Shell PLC-ADR | 0.13% | 56,135 | $3.5M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 10,196 | $3.5M | Add +35.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 15,485 | $3.4M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.12% | 31,471 | $3.4M | Add +1.8% |
| NFLX Netflix Inc. | 0.12% | 3,781 | $3.4M | Add +63.4% |
| CVX Chevron Corp. | 0.10% | 19,711 | $2.9M | Reduce -73.4% |
| SCHX Schwab US Large-Cap ETF | 0.10% | 121,024 | $2.8M | Add +5.0% |
| MSI Motorola Solutions Inc. | 0.10% | 5,961 | $2.8M | Add +54090.9% |
| PFE Pfizer Inc. | 0.10% | 102,520 | $2.7M | Add +9571.7% |
| NOC Northrop Grumman Corp. | 0.10% | 5,625 | $2.6M | Add +0.2% |
| HSY The Hershey Co. | 0.09% | 14,724 | $2.5M | Reduce -6.4% |
| DECK Deckers Outdoor Corp. | 0.09% | 12,217 | $2.5M | Add +32.5% |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 10,519 | $2.1M | Add +15.7% |
| NDAQ Nasdaq Inc. | 0.07% | 25,256 | $2.0M | No change |
| NGG National Grid PLC-SP ADR | 0.07% | 31,425 | $1.9M | No change |
| CDNS Cadence Design SYS Inc. | 0.06% | 5,289 | $1.6M | Add +50.1% |
| BABA Alibaba Group Holding-SP ADR | 0.06% | 18,450 | $1.6M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.06% | 12,930 | $1.5M | Add +64.3% |
| FBND Fidelity Total Bond ETF | 0.05% | 31,180 | $1.4M | Add +21.0% |
| ODFL Old Dominion Freight Line | 0.05% | 7,279 | $1.3M | Reduce -63.5% |
| INTU Intuit Inc. | 0.05% | 2,028 | $1.3M | Reduce -45.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 13,800 | $1.3M | No change |
| ICE Intercontinental Exchange Inc. | 0.04% | 8,295 | $1.2M | No change |
| PM Philip Morris International | 0.04% | 10,250 | $1.2M | No change |
| IWN iShares Russell 2000 Value E | 0.04% | 7,125 | $1.2M | No change |
| EW Edwards Lifesciences Corp. | 0.04% | 15,014 | $1.1M | Add +59.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 3,746 | $1.1M | Reduce -1.0% |
| AXON Axon Enterprise Inc. | 0.04% | 1,805 | $1.1M | Reduce -17.1% |
| FICO Fair Isaac Corp. | 0.04% | 515 | $1.0M | Add +42.7% |
| XYZ Block Inc. | 0.04% | 12,015 | $1.0M | Add +48.3% |
| IT Gartner Inc. | 0.04% | 2,097 | $1.0M | Add +22.6% |
| GD General Dynamics Corp. | 0.04% | 3,810 | $1.0M | Add +3.1% |
| CMCSA Comcast Corp. Class A | 0.04% | 26,407 | $991K | Reduce -3.2% |
| ADBE Adobe Inc. | 0.04% | 2,228 | $991K | Reduce -25.9% |
| KNSL Kinsale Capital Group Inc. | 0.03% | 1,971 | $917K | Add +29.6% |
| CSX CSX Corp. | 0.03% | 26,356 | $851K | Reduce -1.3% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.03% | 14,500 | $794K | Add +37.7% |
| SYK Stryker Corp. | 0.03% | 2,087 | $751K | Add +115.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.03% | 710 | $748K | No change |
| AXP American Express Co. | 0.03% | 2,508 | $744K | Add +16.2% |
| VGT Vanguard Info Tech ETF | 0.03% | 1,176 | $731K | Reduce -0.8% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 11,975 | $722K | Add +45.1% |
| WDFC WD-40 Co. | 0.03% | 2,880 | $699K | Reduce -29.1% |
| LLY Eli Lilly & Co. | 0.03% | 893 | $689K | Reduce -30.5% |
| SBUX Starbucks Corp. | 0.02% | 7,384 | $674K | Add +7.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 1,599 | $656K | Add +17.1% |
| CASY Casey's General Stores Inc. | 0.02% | 1,635 | $648K | Add +10.1% |
| AMGN Amgen Inc. | 0.02% | 2,460 | $641K | No change |
| TSLA Tesla Inc. | 0.02% | 1,563 | $631K | Add +3.4% |
| BDX Becton Dickinson and Co. | 0.02% | 2,770 | $628K | Reduce -3.0% |
| URI United Rentals Inc. | 0.02% | 889 | $626K | New |
| VYM Vanguard High DVD Yield ETF | 0.02% | 4,864 | $621K | No change |
| ACGL Arch Capital Group Ltd. | 0.02% | 6,720 | $621K | Add +56.6% |
| ROL Rollins Inc. | 0.02% | 12,921 | $599K | Reduce -5.5% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 7,750 | $586K | Add +29.2% |
| DUK Duke Energy Corp. | 0.02% | 5,350 | $576K | No change |
| APP AppLovin Corp. Class A | 0.02% | 1,690 | $547K | Reduce -65.7% |
| ESGD iShares Trust iShares ESG Aw | 0.02% | 6,686 | $509K | Add +0.9% |
| SCHO Schwab Short-Term US Treas | 0.02% | 20,721 | $499K | Add +25.5% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 2,666 | $467K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 3,520 | $453K | Reduce -1.7% |
| BSX Boston Scientific Corp. | 0.02% | 5,000 | $447K | No change |
| FAST Fastenal Co. | 0.02% | 6,050 | $435K | Add +1173.7% |
| ROST Ross Stores Inc. | 0.02% | 2,875 | $435K | No change |
| UPS United Parcel Service Class B | 0.02% | 3,317 | $418K | Reduce -54.9% |
| ABNB Airbnb Inc. Class A | 0.01% | 3,110 | $409K | Add +32.1% |
| D Dominion Energy Inc. | 0.01% | 7,250 | $390K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 3,000 | $388K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 6,600 | $379K | No change |
| UBER Uber Technologies Inc. | 0.01% | 6,170 | $372K | Add +1.0% |
| QCOM Qualcomm Inc. | 0.01% | 2,398 | $368K | No change |
| CARR Carrier Global Corp. | 0.01% | 5,390 | $368K | No change |
| IWD iShares Russell 1000 Value E | 0.01% | 1,870 | $346K | No change |
| GOOG Alphabet Inc. Class C | 0.01% | 1,683 | $321K | Reduce -5.9% |
| QXO Qxo Inc. | 0.01% | 20,145 | $320K | Add +4376.7% |
| APO Apollo Global Management Inc. | 0.01% | 1,900 | $314K | No change |
| PECO Phillips Edison & Company Inc. | 0.01% | 8,372 | $314K | No change |
| ARM Arm Holdings PLC-ADR | 0.01% | 2,500 | $308K | Reduce -13.8% |
| SYY Sysco Corp. | 0.01% | 4,006 | $306K | Reduce -4.9% |
| DTD Wisdomtree US Total Dividend | 0.01% | 3,990 | $303K | Reduce -14.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 3,865 | $293K | No change |
| SHE SS SPDR MSCI U Gend Div ETF | 0.01% | 2,475 | $287K | No change |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.01% | 29,308 | $285K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 3,165 | $270K | Add +600.2% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 1,928 | $255K | No change |
| TXT Textron Inc. | 0.01% | 3,325 | $254K | No change |
| LNT Alliant Energy Corp. | 0.01% | 4,163 | $246K | Reduce -13.3% |
| NKE Nike Inc. Class B | 0.01% | 3,250 | $246K | Reduce -7.1% |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 1,942 | $236K | No change |
| APA Apa Corp. | 0.01% | 9,985 | $231K | No change |
| PJT PJT Partners Inc. Class A | 0.01% | 1,410 | $223K | Add +907.1% |
| SCHG Schwab US Large-Cap Growth | 0.01% | 7,812 | $218K | No change |
| DE Deere & Co. | 0.01% | 493 | $209K | Reduce -4.8% |
| GMED Globus Medical Inc. Class A | 0.01% | 2,415 | $200K | New |
| XLI SS Industrial Select Sector | 0.01% | 1,510 | $199K | Reduce -6.5% |
| SHAK Shake Shack Inc. Class A | 0.01% | 1,530 | $199K | New |
| AZO AutoZone Inc. | 0.01% | 61 | $195K | Add +5.2% |
| HAL Halliburton Co. | 0.01% | 7,000 | $190K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.01% | 2,525 | $179K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 1,573 | $178K | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 1,044 | $174K | No change |
| POOL Pool Corp. | 0.01% | 510 | $174K | Reduce -6.4% |
| IVW iShares S&P 500 Growth ETF | 0.01% | 1,615 | $164K | No change |
| WST West Pharmaceutical Services | 0.01% | 489 | $160K | Add +19.6% |
| IBTA Ibotta Inc. Class A | 0.01% | 2,340 | $152K | New |
| EPD Enterprise Products Partners | 0.01% | 4,700 | $147K | No change |
| MO Altria Group Inc. | 0.01% | 2,817 | $147K | Add +0.6% |
| STLD Steel Dynamics Inc. | 0.01% | 1,275 | $145K | No change |
| QQEW First TR Nasdaq-100 Sel Eq | 0.01% | 1,140 | $142K | No change |
| GCBC Greene County Bancorp Inc. | 0.01% | 5,065 | $140K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 1,050 | $139K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 1,050 | $138K | Reduce -4.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 1,235 | $136K | No change |
| NNI Nelnet Inc. Class A | 0.00% | 1,272 | $136K | No change |
| USB US Bancorp | 0.00% | 2,825 | $135K | No change |
| A Agilent Technologies Inc. | 0.00% | 1,000 | $134K | No change |
| IWV iShares Russell 3000 ETF | 0.00% | 400 | $134K | No change |
| GPC Genuine Parts Co. | 0.00% | 1,145 | $134K | No change |
| ITOT iShares Core S&P Total U.S. | 0.00% | 1,004 | $129K | No change |
| CMI Cummins Inc. | 0.00% | 370 | $129K | Add +146.7% |
| TTWO Take-Two Interactive Softwre | 0.00% | 688 | $127K | No change |
| HUBB Hubbell Inc. | 0.00% | 300 | $126K | No change |
| XLV SS Health Care Select Sector | 0.00% | 865 | $119K | Reduce -16.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 4,350 | $116K | Reduce -1.0% |
| REGN Regeneron Pharmaceuticals | 0.00% | 162 | $115K | No change |
| LDOS Leidos Holdings Inc. | 0.00% | 800 | $115K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.00% | 2,600 | $114K | Reduce -53.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 1,200 | $111K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 515 | $111K | No change |
| TBF Proshares Short 20+ Treasury | 0.00% | 4,400 | $108K | No change |
| NUE Nucor Corp. | 0.00% | 925 | $108K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 221 | $107K | Add +37.3% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 1,849 | $105K | Reduce -28.0% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.00% | 2,100 | $104K | Reduce -1.2% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 2,050 | $103K | Reduce -29.3% |
| JCI Johnson Controls Internation | 0.00% | 1,300 | $103K | New |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.00% | 1,000 | $101K | No change |
| OKE Oneok Inc. | 0.00% | 1,000 | $100K | New |
| MCHP Microchip Technology Inc. | 0.00% | 1,700 | $97K | Reduce -4.2% |
| VKTX Viking Therapeutics Inc. | 0.00% | 2,400 | $97K | Reduce -9.1% |
| MRSH Marsh & McLennan Cos | 0.00% | 429 | $91K | Reduce -4.5% |
| BN Brookfield Corp. | 0.00% | 1,563 | $90K | Add +14.9% |
| DVY iShares Select Dividend ETF | 0.00% | 683 | $90K | No change |
| PEG Public Service Enterprise GP | 0.00% | 1,026 | $87K | Reduce -17.5% |
| COP Conocophillips | 0.00% | 870 | $86K | Reduce -62.3% |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 749 | $79K | No change |
| AEE Ameren Corporation | 0.00% | 868 | $77K | No change |
| LPX Louisiana-Pacific Corp. | 0.00% | 728 | $75K | No change |
| WDAY Workday Inc. Class A | 0.00% | 285 | $74K | Reduce -62.8% |
| XLY SS Consumer Disc Select Sect | 0.00% | 325 | $73K | Reduce -20.7% |
| WFC Wells Fargo & Co. | 0.00% | 1,035 | $73K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 375 | $72K | Reduce -29.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 338 | $70K | No change |
| VEEV Veeva Systems Inc. Class A | 0.00% | 325 | $68K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 766 | $68K | No change |
| HRL Hormel Foods Corp. | 0.00% | 2,150 | $67K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 598 | $67K | Add +50.3% |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 1,500 | $66K | No change |
| PH Parker Hannifin Corp. | 0.00% | 100 | $64K | No change |
| PSX Phillips 66 | 0.00% | 543 | $62K | Add +3.8% |
| RACE Ferrari NV | 0.00% | 144 | $61K | Add +53.2% |
| SONY Sony Group Corp. - SP ADR | 0.00% | 2,875 | $61K | Add +30.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 217 | $61K | No change |
| BOTZ Global X Robotics & Artifici | 0.00% | 1,870 | $60K | No change |
| GEV GE Vernova Inc. | 0.00% | 170 | $56K | Add +6.3% |
| YUM Yum! Brands Inc. | 0.00% | 400 | $54K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 150 | $52K | Add +25.0% |
| XLP SS Consumer Staples Sel Sect | 0.00% | 628 | $49K | Reduce -20.8% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 875 | $49K | No change |
| VLO Valero Energy Corp. | 0.00% | 400 | $49K | No change |
| GLD SPDR Gold Shares | 0.00% | 199 | $48K | Add +25.9% |
| COR Cencora Inc. | 0.00% | 199 | $45K | No change |
| AMD Advanced Micro Devices | 0.00% | 370 | $45K | Reduce -99.2% |
| TSN Tyson Foods Inc. Class A | 0.00% | 713 | $41K | No change |
| MCI Barings Corporate Investors | 0.00% | 2,000 | $41K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 320 | $41K | No change |
| MNST Monster Beverage Corp. | 0.00% | 760 | $40K | Reduce -70.3% |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 218 | $39K | No change |
| CI The Cigna Group | 0.00% | 140 | $39K | Reduce -12.5% |
| COIN Coinbase Global Inc. Class A | 0.00% | 149 | $37K | No change |
| TT Trane Technologies PLC | 0.00% | 100 | $37K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 95 | $36K | Add +53.2% |
| VRT Vertiv Holdings Co. Class A | 0.00% | 313 | $36K | Add +92.0% |
| VZ Verizon Communications Inc. | 0.00% | 883 | $35K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 460 | $34K | Add +12.2% |
| EXC Exelon Corp. | 0.00% | 850 | $32K | No change |
| APD Air Products & Chemicals Inc. | 0.00% | 105 | $30K | No change |
| DASH DoorDash Inc. Class A | 0.00% | 175 | $29K | New |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 250 | $29K | No change |
| BKE The Buckle Inc. | 0.00% | 551 | $28K | No change |
| VFH Vanguard Financials ETF | 0.00% | 233 | $28K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 70 | $27K | Add +16.7% |
| HEI Heico Corp. | 0.00% | 113 | $27K | Add +25.6% |
| MDLZ Mondelez International Inc. Class A | 0.00% | 437 | $26K | No change |
| SNOW Snowflake Inc. | 0.00% | 150 | $23K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 210 | $22K | No change |
| CNX CNX Resources Corp. | 0.00% | 600 | $22K | Reduce -97.6% |
| C Citigroup Inc. | 0.00% | 300 | $21K | New |
| CPB The Campbell's Company | 0.00% | 480 | $20K | No change |
| PAYX Paychex Inc. | 0.00% | 143 | $20K | No change |
| MDB Mongodb Inc. | 0.00% | 85 | $20K | Add +21.4% |
| GME Gamestop Corp. Class A | 0.00% | 625 | $20K | Reduce -60.4% |
| PLD Prologis Inc. | 0.00% | 181 | $19K | Add +123.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 113 | $19K | Add +56.9% |
| ITW Illinois Tool Works | 0.00% | 75 | $19K | Reduce -15.7% |
| EBMT Eagle Bancorp Montana Inc. | 0.00% | 1,240 | $19K | No change |
| Z Zillow Group Inc. Class C | 0.00% | 256 | $19K | No change |
| GIL Gildan Activewear Inc. | 0.00% | 400 | $19K | No change |
| CL Colgate-Palmolive Co. | 0.00% | 200 | $18K | No change |
| INTC Intel Corp. | 0.00% | 887 | $18K | No change |
| TLK Telkom Indonesia Persero-ADR filed as P T TELEKOMUNIKASI INDONESIA | 0.00% | 1,080 | $18K | No change |
| ZS Zscaler Inc. | 0.00% | 95 | $17K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 110 | $17K | No change |
| CAG Conagra Brands Inc. | 0.00% | 590 | $16K | No change |
| TW Tradeweb Markets Inc. Class A | 0.00% | 120 | $16K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 262 | $15K | No change |
| ROK Rockwell Automation Inc. | 0.00% | 51 | $15K | Reduce -32.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 1,436 | $14K | No change |
| CROX Crocs Inc. | 0.00% | 125 | $14K | No change |
| CTVA Corteva Inc. | 0.00% | 235 | $13K | No change |
| AMAT Applied Materials Inc. | 0.00% | 82 | $13K | No change |
| FYLD Cambria Foreign Shareholder | 0.00% | 525 | $13K | No change |
| SNPS Synopsys Inc. | 0.00% | 27 | $13K | No change |
| WEN The Wendy's Co. | 0.00% | 750 | $12K | No change |
| EXR Extra Space Storage Inc. | 0.00% | 80 | $12K | No change |
| CLSK Cleanspark Inc. | 0.00% | 1,225 | $11K | New |
| BFAM Bright Horizons Family Solut | 0.00% | 100 | $11K | No change |
| WERN Werner Enterprises Inc. | 0.00% | 300 | $11K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 102 | $11K | No change |
| BLDR Builders Firstsource Inc. | 0.00% | 75 | $11K | Add +50.0% |
| MU Micron Technology Inc. | 0.00% | 125 | $11K | No change |
| MKL Markel Group Inc. | 0.00% | 6 | $10K | Add +100.0% |
| STT State Street Corp. | 0.00% | 104 | $10K | No change |
| ECHO Echostar Corp. Class A | 0.00% | 439 | $10K | Reduce -49.9% |
| ACHR Archer Aviation Inc. Class A | 0.00% | 1,000 | $10K | No change |
| ECG Everus Construction Group | 0.00% | 147 | $10K | New |
| DOW Dow Inc. | 0.00% | 235 | $9K | No change |
| XOVR Ershares Private-Public Cros | 0.00% | 520 | $9K | New |
| TMFC Motley Fool 100 Index ETF | 0.00% | 150 | $9K | No change |
| AUPH Aurinia Pharmaceuticals Inc. | 0.00% | 1,000 | $9K | No change |
| CAH Cardinal Health Inc. | 0.00% | 75 | $9K | No change |
| SGOL Abrdn Physical Gold Shares | 0.00% | 350 | $9K | No change |
| GIS General Mills Inc. | 0.00% | 129 | $8K | No change |
| MDT Medtronic PLC | 0.00% | 100 | $8K | No change |
| TTE Totalenergies SE -Spon ADR | 0.00% | 141 | $8K | Reduce -99.7% |
| POR Portland General Electric Co. | 0.00% | 175 | $8K | No change |
| CXM Sprinklr Inc. Class A | 0.00% | 880 | $7K | Reduce -50.6% |
| REG Regency Centers Corp. | 0.00% | 100 | $7K | Reduce -71.2% |
| NB Niocorp Developments Ltd. | 0.00% | 4,556 | $7K | Reduce -3.2% |
| DFS Discover Financial Services | 0.00% | 40 | $7K | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 70 | $7K | No change |
| ARKK ARK Innovation ETF | 0.00% | 119 | $7K | No change |
| FDX FedEx Corp. | 0.00% | 24 | $7K | No change |
| TPR Tapestry Inc. | 0.00% | 100 | $7K | No change |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.00% | 160 | $6K | No change |
| SFM Sprouts Farmers Market Inc. | 0.00% | 48 | $6K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 150 | $6K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 51 | $6K | No change |
| MPC Marathon Petroleum Corp. | 0.00% | 38 | $5K | Reduce -99.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 150 | $5K | No change |
| CCJ Cameco Corp. | 0.00% | 100 | $5K | No change |
| CRMD Cormedix Inc. | 0.00% | 610 | $5K | No change |
| XEL Xcel Energy Inc. | 0.00% | 72 | $5K | No change |
| AEO American Eagle Outfitters | 0.00% | 288 | $5K | No change |
| PGR Progressive Corp. | 0.00% | 20 | $5K | Reduce -64.9% |
| ICLN iShares Global Clean Energy | 0.00% | 400 | $5K | No change |
| TOL Toll Brothers Inc. | 0.00% | 36 | $5K | No change |
| SPXC SPX Technologies Inc. | 0.00% | 31 | $5K | No change |
| TRN Trinity Industries Inc. | 0.00% | 125 | $4K | No change |
| ARKX ARK Space & Defense Innovati | 0.00% | 218 | $4K | New |
| PHM Pultegroup Inc. | 0.00% | 38 | $4K | No change |
| ILMN Illumina Inc. | 0.00% | 30 | $4K | No change |
| PL Planet Labs PBC | 0.00% | 950 | $4K | Reduce -50.0% |
| CLX Clorox Company | 0.00% | 23 | $4K | No change |
| MPWR Monolithic Power Systems Inc. | 0.00% | 6 | $4K | No change |
| STEP Stepstone Group Inc. Class A | 0.00% | 59 | $3K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 43 | $3K | No change |
| WCC Wesco International Inc. | 0.00% | 16 | $3K | No change |
| HPQ HP Inc. | 0.00% | 88 | $3K | No change |
| VLTO Veralto Corp. | 0.00% | 28 | $3K | No change |
| UL Unilever PLC | 0.00% | 50 | $3K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 10 | $2K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 25 | $2K | No change |
| BTU Peabody Energy Corp. | 0.00% | 100 | $2K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 24 | $2K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 17 | $2K | No change |
| BEP Brookfield Renewable Partner | 0.00% | 60 | $1K | No change |
| NTR Nutrien Ltd. | 0.00% | 30 | $1K | Reduce -21.1% |
| HPE Hewlett Packard Enterprise | 0.00% | 50 | $1K | No change |
| DOCU Docusign Inc. | 0.00% | 11 | $990 | No change |
| PTON Peloton Interactive Inc. Class A | 0.00% | 100 | $870 | No change |
| TGT Target Corp. | 0.00% | 5 | $676 | No change |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | 0.00% | 13 | $502 | New |
| BEPC Brookfield Renewable Corp. | 0.00% | 15 | $415 | No change |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 30 | $399 | No change |
| SNAP Snap Inc. Class A | 0.00% | 35 | $377 | No change |
| DRI Darden Restaurants Inc. | 0.00% | 2 | $374 | No change |
| OPK Opko Health Inc. | 0.00% | 250 | $368 | No change |
| DAL Delta Air Lines Inc. | 0.00% | 5 | $303 | No change |
| PENN Penn Entertainment Inc. | 0.00% | 15 | $298 | No change |
| UVE Universal Insurance Holdings | 0.00% | 11 | $242 | New |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 4 | $168 | Reduce -16.7% |
| INO Inovio Pharmaceuticals Inc. | 0.00% | 77 | $141 | No change |
| TBHC Brand House Collective Inc./T filed as KIRKLANDS INC | 0.00% | 60 | $98 | No change |
| CGC Canopy Growth Corp. | 0.00% | 24 | $66 | No change |
| RFIL RF Industries Ltd. filed as RF INDS LTD | 0.00% | 15 | $59 | New |
| SWBI Smith & Wesson Brands Inc. | 0.00% | 5 | $53 | New |