| FISV Fiserv Inc. | 13.60% | 2,877,246 | $371.0M | Reduce -0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.79% | 335,748 | $103.4M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 3.34% | 151,926 | $91.2M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.94% | 272,611 | $80.1M | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.38% | 255,561 | $65.0M | Add +1.7% |
| MSFT Microsoft Corp. | 2.31% | 121,766 | $63.1M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 2.11% | 236,227 | $57.4M | Reduce -1.4% |
| AAPL Apple Inc. | 2.07% | 221,737 | $56.5M | Add +0.2% |
| COST Costco Wholesale Corp. | 1.76% | 51,931 | $48.1M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.59% | 198,018 | $43.5M | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 1.58% | 1,856,232 | $43.2M | Add +1.3% |
| MDY State Street SPDR S&P Midcap | 1.53% | 70,018 | $41.7M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 1.43% | 63,581 | $38.9M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.37% | 51,026 | $37.5M | Add +4.1% |
| V Visa Inc. Class A | 1.29% | 103,302 | $35.3M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 1.26% | 141,877 | $34.3M | Add +1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.20% | 226,671 | $32.8M | Add +0.1% |
| BLK BlackRock Inc. | 1.20% | 28,055 | $32.7M | Add +0.0% |
| CTAS Cintas Corp. | 1.20% | 158,852 | $32.6M | Add +0.8% |
| WM Waste Management Inc. | 1.14% | 140,428 | $31.0M | Add +0.4% |
| NOW ServiceNow Inc. | 1.08% | 32,060 | $29.5M | Add +1.7% |
| MA Mastercard Inc. Class A | 1.04% | 49,744 | $28.3M | Reduce -0.0% |
| RMD Resmed Inc. | 0.98% | 97,952 | $26.8M | Add +4.4% |
| ISRG Intuitive Surgical Inc. | 0.98% | 59,740 | $26.7M | Reduce -0.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.95% | 530,332 | $25.9M | Add +9.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.94% | 34 | $25.6M | Add +30.8% |
| MS Morgan Stanley | 0.93% | 159,295 | $25.3M | Reduce -0.0% |
| VEA Vanguard Ftse Developed ETF | 0.93% | 421,819 | $25.3M | Add +1.6% |
| SPGI S&P Global Inc. | 0.92% | 51,780 | $25.2M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.92% | 267,770 | $25.0M | Add +7.9% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 194,623 | $23.1M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 0.83% | 111,776 | $22.8M | Reduce -8.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.82% | 80,426 | $22.5M | Add +4.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.79% | 269,798 | $21.6M | Add +9.9% |
| TRV The Travelers Cos Inc. | 0.79% | 76,800 | $21.4M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.78% | 56,931 | $21.3M | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.72% | 69,792 | $19.7M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.71% | 61,723 | $19.5M | Add +7.7% |
| AVGO Broadcom Inc. | 0.71% | 58,832 | $19.4M | Reduce -5.6% |
| RTX RTX Corp. | 0.70% | 114,431 | $19.1M | Add +137.1% |
| NFLX Netflix Inc. | 0.68% | 15,577 | $18.7M | Add +3.5% |
| CME Cme Group Inc. | 0.68% | 68,579 | $18.5M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 36,130 | $18.2M | Add +19.2% |
| LOW Lowe's Cos Inc. | 0.66% | 71,630 | $18.0M | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.65% | 37,074 | $17.7M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.65% | 62,615 | $17.6M | Add +2.5% |
| MSCI MSCI Inc. | 0.64% | 30,849 | $17.5M | Add +0.7% |
| JNJ Johnson & Johnson | 0.64% | 94,005 | $17.4M | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.62% | 17,535 | $17.0M | Reduce -0.0% |
| CB Chubb Ltd. | 0.61% | 58,882 | $16.6M | Reduce -1.3% |
| ANET Arista Networks Inc. | 0.59% | 111,204 | $16.2M | Add +33.2% |
| WMT Walmart Inc. | 0.59% | 156,916 | $16.2M | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.59% | 235,253 | $16.1M | Add +0.3% |
| HD Home Depot Inc. | 0.58% | 39,290 | $15.9M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.58% | 84,938 | $15.8M | Add +2.2% |
| RSG Republic Services Inc. | 0.58% | 68,817 | $15.8M | Add +1.2% |
| CRM Salesforce Inc. | 0.57% | 66,010 | $15.6M | Reduce -23.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.56% | 32,873 | $15.2M | Add +4.3% |
| HON Honeywell International Inc. | 0.56% | 71,944 | $15.1M | Reduce -0.5% |
| SCHM Schwab US Mid Cap ETF | 0.54% | 498,803 | $14.8M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.53% | 48,869 | $14.3M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 214,416 | $14.0M | Add +1.5% |
| XLE SS Energy Select Sector | 0.49% | 148,639 | $13.3M | Reduce -0.4% |
| TDG Transdigm Group Inc. | 0.48% | 10,012 | $13.2M | Add +2.0% |
| ABT Abbott Laboratories | 0.47% | 94,686 | $12.7M | Add +0.2% |
| ZTS Zoetis Inc. | 0.46% | 86,414 | $12.6M | Reduce -30.5% |
| LIN Linde PLC | 0.42% | 24,038 | $11.4M | Add +0.2% |
| TSCO Tractor Supply Company | 0.39% | 184,975 | $10.5M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 15,728 | $10.5M | Add +0.3% |
| AXP American Express Co. | 0.38% | 31,158 | $10.3M | Add +43.9% |
| LRCX Lam Research Corp. | 0.37% | 75,019 | $10.0M | Add +4.8% |
| ACN Accenture PLC Class A | 0.35% | 38,656 | $9.5M | Reduce -56.4% |
| IVV iShares Core S&P 500 ETF | 0.34% | 13,666 | $9.1M | Add +14.3% |
| AFL Aflac Inc. | 0.33% | 81,553 | $9.1M | Add +0.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.33% | 63,450 | $9.0M | No change |
| SCHD Schwab US DVD Equity ETF | 0.33% | 325,003 | $8.9M | Reduce -3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.31% | 28,980 | $8.5M | No change |
| IYW iShares Ustechnology ETF | 0.31% | 43,015 | $8.4M | No change |
| LYV Live Nation Entertainment Inc. | 0.29% | 48,276 | $7.9M | Add +2.7% |
| SHW The Sherwin-Williams Co. | 0.28% | 22,411 | $7.8M | Reduce -4.7% |
| ROP Roper Technologies Inc. | 0.28% | 15,338 | $7.6M | Reduce -1.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 15,238 | $7.5M | Add +9.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 42,524 | $7.4M | No change |
| GS Goldman Sachs Group Inc. | 0.27% | 9,117 | $7.3M | Reduce -0.1% |
| EOG EOG Resources Inc. | 0.25% | 60,884 | $6.8M | Reduce -0.6% |
| IDXX Idexx Laboratories Inc. | 0.24% | 10,448 | $6.7M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.24% | 28,722 | $6.7M | Add +3.0% |
| SHOP Shopify Inc. Class A | 0.24% | 43,810 | $6.5M | Reduce -19.1% |
| MELI MercadoLibre Inc. | 0.23% | 2,715 | $6.3M | Add +1.9% |
| EWJ iShares MSCI Japan ETF | 0.23% | 78,975 | $6.3M | Add +5.6% |
| NVS Novartis AG-Sponsored ADR | 0.23% | 49,020 | $6.3M | No change |
| DOV Dover Corp. | 0.23% | 37,145 | $6.2M | Add +0.2% |
| ALLE Allegion PLC | 0.23% | 34,940 | $6.2M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.22% | 33,850 | $6.1M | Add +3.8% |
| AIZ Assurant Inc. | 0.22% | 27,385 | $5.9M | Add +0.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.21% | 18,673 | $5.8M | Reduce -2.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.21% | 44,390 | $5.8M | No change |
| GRMN Garmin Ltd. | 0.21% | 22,893 | $5.6M | Add +0.0% |
| UNP Union Pacific Corp. | 0.21% | 23,753 | $5.6M | Reduce -75.5% |
| SYK Stryker Corp. | 0.20% | 14,877 | $5.5M | Add +387.8% |
| CHD Church & Dwight Co. Inc. | 0.20% | 61,704 | $5.4M | Reduce -34.2% |
| INTU Intuit Inc. | 0.20% | 7,887 | $5.4M | Add +301.2% |
| CHKP Check Point Software Tech | 0.20% | 25,965 | $5.4M | Add +14.1% |
| MCD McDonald's Corp. | 0.20% | 17,621 | $5.4M | Reduce -0.4% |
| SCHW Schwab (charles) Corp. | 0.19% | 55,547 | $5.3M | Add +0.3% |
| ECL Ecolab Inc. | 0.19% | 18,580 | $5.1M | Add +0.6% |
| AEP American Electric Power | 0.19% | 44,980 | $5.1M | Add +0.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.19% | 45,700 | $5.1M | No change |
| TXN Texas Instruments Inc. | 0.19% | 27,490 | $5.1M | Add +0.3% |
| EMR Emerson Electric Co. | 0.18% | 37,909 | $5.0M | Add +0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.18% | 64,620 | $5.0M | Add +26.1% |
| AON Aon PLC Class A | 0.18% | 13,815 | $4.9M | No change |
| SHEL Shell PLC-ADR | 0.18% | 68,835 | $4.9M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 16,887 | $4.8M | Add +3.4% |
| WCN Waste Connections Inc. | 0.17% | 25,990 | $4.6M | No change |
| CSX CSX Corp. | 0.17% | 127,085 | $4.5M | Add +532.6% |
| IBN Icici Bank Ltd.-Spon ADR | 0.16% | 148,645 | $4.5M | No change |
| UBER Uber Technologies Inc. | 0.16% | 45,018 | $4.4M | Add +667.6% |
| NSC Norfolk Southern Corp. | 0.16% | 14,591 | $4.4M | Reduce -5.1% |
| KO The Coca-Cola Co. | 0.16% | 65,190 | $4.3M | Reduce -0.9% |
| BKNG Booking Holdings Inc. | 0.15% | 771 | $4.2M | Add +5.3% |
| MRK Merck & Co. Inc. | 0.15% | 49,555 | $4.2M | Add +0.4% |
| NGG National Grid PLC-SP ADR | 0.15% | 57,145 | $4.2M | Add +33.6% |
| PG The Procter & Gamble Co. | 0.15% | 25,885 | $4.0M | Reduce -15.2% |
| SCHA Schwab US Small-Cap ETF | 0.14% | 141,643 | $4.0M | Reduce -2.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 18,055 | $3.8M | No change |
| NOC Northrop Grumman Corp. | 0.14% | 6,080 | $3.7M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.14% | 32,742 | $3.7M | Add +0.6% |
| SCHX Schwab US Large-Cap ETF | 0.13% | 135,857 | $3.6M | Reduce -0.2% |
| CVX Chevron Corp. | 0.12% | 21,920 | $3.4M | Reduce -1.5% |
| BR Broadridge Financial Solutio | 0.12% | 14,245 | $3.4M | New |
| CNI Canadian Natl Railway Co. | 0.12% | 35,735 | $3.4M | No change |
| CASY Casey's General Stores Inc. | 0.11% | 5,478 | $3.1M | Add +27.1% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 14,239 | $3.1M | Add +8.8% |
| BA The Boeing Co. | 0.11% | 14,035 | $3.0M | Add +367.4% |
| VZ Verizon Communications Inc. | 0.11% | 65,650 | $2.9M | Add +0.5% |
| MSI Motorola Solutions Inc. | 0.10% | 6,180 | $2.8M | Add +0.6% |
| NUE Nucor Corp. | 0.10% | 20,820 | $2.8M | Add +930.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.09% | 13,000 | $2.5M | No change |
| FBND Fidelity Total Bond ETF | 0.09% | 53,038 | $2.5M | Add +14.7% |
| PM Philip Morris International | 0.08% | 13,518 | $2.2M | Add +0.1% |
| BX Blackstone Inc. | 0.08% | 12,044 | $2.1M | Add +10.2% |
| NDAQ Nasdaq Inc. | 0.07% | 22,639 | $2.0M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.06% | 22,900 | $1.7M | Add +3.5% |
| FAST Fastenal Co. | 0.06% | 33,557 | $1.6M | Add +18.5% |
| COF Capital One Financial Corp. | 0.06% | 7,121 | $1.5M | Add +13.5% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 8,030 | $1.5M | Add +1.4% |
| MU Micron Technology Inc. | 0.05% | 8,612 | $1.4M | Add +262.6% |
| CDNS Cadence Design SYS Inc. | 0.05% | 4,000 | $1.4M | Add +26.1% |
| ICE Intercontinental Exchange Inc. | 0.05% | 8,000 | $1.3M | No change |
| DASH DoorDash Inc. Class A | 0.05% | 4,905 | $1.3M | Add +53.3% |
| APP AppLovin Corp. Class A | 0.05% | 1,855 | $1.3M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 13,800 | $1.3M | No change |
| EW Edwards Lifesciences Corp. | 0.05% | 17,001 | $1.3M | Add +12.5% |
| IWN iShares Russell 2000 Value E | 0.05% | 7,125 | $1.3M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 3,683 | $1.2M | Reduce -1.7% |
| CBOE Cboe Global Markets Inc. | 0.04% | 4,888 | $1.2M | Add +6.0% |
| EEM iShares MSCI Emerging Market | 0.04% | 21,775 | $1.2M | Add +89.3% |
| PJT PJT Partners Inc. Class A | 0.04% | 6,450 | $1.1M | Add +21.2% |
| ESGU iShares ESG Aware MSCI USA | 0.04% | 7,846 | $1.1M | Add +53.7% |
| SCHO Schwab Short-Term US Treas | 0.04% | 45,735 | $1.1M | Add +14.2% |
| CPNG Coupang Inc. | 0.04% | 34,495 | $1.1M | Add +60.3% |
| GD General Dynamics Corp. | 0.04% | 3,099 | $1.1M | Reduce -2.0% |
| RACE Ferrari NV | 0.04% | 2,047 | $993K | Add +424.9% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 10,086 | $938K | Add +8.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 1,938 | $929K | No change |
| YOU Clear Secure Inc. Class A | 0.03% | 27,841 | $929K | New |
| HOOD Robinhood Markets Inc. Class A | 0.03% | 6,460 | $925K | New |
| GWRE Guidewire Software Inc. | 0.03% | 3,915 | $900K | New |
| DUK Duke Energy Corp. | 0.03% | 7,250 | $897K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.03% | 910 | $867K | Add +28.2% |
| AMT American Tower Corp. | 0.03% | 4,300 | $827K | Add +6.0% |
| URI United Rentals Inc. | 0.03% | 865 | $826K | Add +2.4% |
| D Dominion Energy Inc. | 0.03% | 13,465 | $824K | Add +25.3% |
| ROL Rollins Inc. | 0.03% | 13,963 | $820K | Reduce -3.1% |
| AMGN Amgen Inc. | 0.03% | 2,883 | $814K | Add +0.8% |
| GQGU GQG US Equity ETF | 0.03% | 29,000 | $732K | New |
| KARO Karooooo Ltd. | 0.03% | 12,340 | $705K | New |
| VYM Vanguard High DVD Yield ETF | 0.03% | 4,864 | $686K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.02% | 1,392 | $675K | Reduce -26.5% |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 3,545 | $672K | Add +26.2% |
| KNSL Kinsale Capital Group Inc. | 0.02% | 1,575 | $670K | Reduce -20.6% |
| ENSG The Ensign Group Inc. | 0.02% | 3,800 | $657K | Add +192.3% |
| SBUX Starbucks Corp. | 0.02% | 6,900 | $584K | No change |
| WDFC WD-40 Co. | 0.02% | 2,950 | $583K | No change |
| PEP Pepsico Inc. | 0.02% | 4,114 | $578K | Reduce -3.5% |
| TSLA Tesla Inc. | 0.02% | 1,232 | $548K | Reduce -8.4% |
| APO Apollo Global Management Inc. | 0.02% | 3,600 | $480K | Add +7.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 6,600 | $471K | No change |
| WFC Wells Fargo & Co. | 0.02% | 5,557 | $466K | Add +436.9% |
| HCC Warrior Met Coal Inc. | 0.02% | 7,305 | $465K | New |
| GOOG Alphabet Inc. Class C | 0.02% | 1,893 | $461K | No change |
| CAH Cardinal Health Inc. | 0.02% | 2,865 | $450K | Add +718.6% |
| BSX Boston Scientific Corp. | 0.02% | 4,570 | $446K | Reduce -20.0% |
| IBP Installed Building Products | 0.02% | 1,750 | $432K | New |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 3,000 | $419K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 4,690 | $409K | Add +4.2% |
| LLY Eli Lilly & Co. | 0.01% | 531 | $405K | Reduce -1.9% |
| ADBE Adobe Inc. | 0.01% | 1,110 | $392K | Add +747.3% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 6,021 | $391K | Add +6.8% |
| ROST Ross Stores Inc. | 0.01% | 2,565 | $391K | No change |
| LMAT Lemaitre Vascular Inc. | 0.01% | 4,460 | $390K | New |
| IWD iShares Russell 1000 Value E | 0.01% | 1,895 | $386K | Add +1.3% |
| AZO AutoZone Inc. | 0.01% | 85 | $365K | Add +18.1% |
| GL Globe Life Inc. | 0.01% | 2,438 | $349K | New |
| SYY Sysco Corp. | 0.01% | 4,006 | $330K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 1,712 | $320K | Reduce -25.9% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 1,057 | $318K | Add +1.1% |
| ARM Arm Holdings PLC-ADR | 0.01% | 2,195 | $311K | Add +2.3% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.01% | 2,435 | $310K | Reduce -1.6% |
| VEEV Veeva Systems Inc. Class A | 0.01% | 1,015 | $302K | Add +238.3% |
| PECO Phillips Edison & Company Inc. | 0.01% | 8,372 | $287K | No change |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.01% | 14,743 | $284K | No change |
| LNT Alliant Energy Corp. | 0.01% | 4,155 | $280K | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 1,928 | $270K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 1,942 | $263K | No change |
| SCHG Schwab US Large-Cap Growth | 0.01% | 7,812 | $249K | No change |
| DHR Danaher Corp. | 0.01% | 1,217 | $241K | Reduce -96.8% |
| KLAC KLA Corp. | 0.01% | 222 | $239K | New |
| VMI Valmont Industries | 0.01% | 592 | $230K | New |
| AMD Advanced Micro Devices | 0.01% | 1,400 | $227K | Reduce -9.1% |
| XLI SS Industrial Select Sector | 0.01% | 1,450 | $224K | No change |
| CATH Global X S&P 500 Ca Val ETF | 0.01% | 2,550 | $207K | No change |
| EME Emcor Group Inc. | 0.01% | 297 | $193K | New |
| MO Altria Group Inc. | 0.01% | 2,917 | $193K | Add +4.2% |
| UPS United Parcel Service Class B | 0.01% | 2,232 | $186K | Reduce -3.7% |
| LNG Cheniere Energy Inc. | 0.01% | 780 | $183K | No change |
| CMI Cummins Inc. | 0.01% | 427 | $180K | Add +15.4% |
| STLD Steel Dynamics Inc. | 0.01% | 1,275 | $178K | No change |
| TTWO Take-Two Interactive Softwre | 0.01% | 688 | $178K | Reduce -55.4% |
| DE Deere & Co. | 0.01% | 383 | $175K | Reduce -6.1% |
| DTD Wisdomtree US Total Dividend | 0.01% | 2,075 | $174K | Reduce -18.8% |
| BN Brookfield Corp. | 0.01% | 2,524 | $173K | Add +72.9% |
| HAL Halliburton Co. | 0.01% | 7,000 | $172K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 1,498 | $172K | No change |
| TPL Texas Pacific Land Corp. | 0.01% | 180 | $168K | Reduce -95.6% |
| RBRK Rubrik Inc. Class A | 0.01% | 2,031 | $167K | No change |
| ITOT iShares Core S&P Total U.S. | 0.01% | 1,144 | $167K | Add +13.9% |
| NNI Nelnet Inc. Class A | 0.01% | 1,272 | $159K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 1,050 | $152K | No change |
| IWV iShares Russell 3000 ETF | 0.01% | 395 | $150K | No change |
| FICO Fair Isaac Corp. | 0.01% | 100 | $150K | Reduce -87.2% |
| EPD Enterprise Products Partners | 0.01% | 4,700 | $147K | No change |
| PLD Prologis Inc. | 0.01% | 1,281 | $147K | Add +141.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 4,350 | $145K | No change |
| ALL Allstate Corp. | 0.01% | 675 | $145K | No change |
| JCI Johnson Controls Internation | 0.01% | 1,311 | $144K | Add +0.8% |
| VGT Vanguard Info Tech ETF | 0.01% | 187 | $140K | No change |
| KMB Kimberly-Clark Corp. | 0.00% | 1,050 | $131K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 985 | $124K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 2,050 | $122K | No change |
| QQEW First TR Nasdaq-100 Sel Eq | 0.00% | 865 | $122K | No change |
| USB US Bancorp | 0.00% | 2,485 | $120K | Reduce -12.0% |
| XLV SS Health Care Select Sector | 0.00% | 855 | $119K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.00% | 1,200 | $119K | No change |
| IVW iShares S&P 500 Growth ETF | 0.00% | 965 | $116K | No change |
| PH Parker Hannifin Corp. | 0.00% | 152 | $115K | Add +1.3% |
| GCBC Greene County Bancorp Inc. | 0.00% | 5,065 | $114K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 799 | $112K | Reduce -26.2% |
| TXT Textron Inc. | 0.00% | 1,325 | $112K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 3,875 | $112K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.00% | 275 | $111K | Reduce -1.4% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.00% | 2,100 | $107K | No change |
| HEI Heico Corp. | 0.00% | 324 | $105K | Add +159.2% |
| TBF Proshares Short 20+ Treasury | 0.00% | 4,400 | $104K | No change |
| GEV GE Vernova Inc. | 0.00% | 160 | $98K | Reduce -13.5% |
| ORLY O'reilly Automotive Inc. | 0.00% | 900 | $97K | Add +140.0% |
| OKE Oneok Inc. | 0.00% | 1,290 | $94K | No change |
| CRWV Coreweave Inc. Class A | 0.00% | 680 | $93K | Add +36.0% |
| AEE Ameren Corporation | 0.00% | 868 | $91K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 338 | $87K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.00% | 1,676 | $86K | Add +4.8% |
| MRSH Marsh & McLennan Cos | 0.00% | 429 | $86K | Reduce -10.4% |
| PEG Public Service Enterprise GP | 0.00% | 1,026 | $86K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.00% | 2,000 | $85K | Reduce -86.2% |
| ACA Arcosa Inc. | 0.00% | 900 | $84K | New |
| QCOM Qualcomm Inc. | 0.00% | 506 | $84K | Add +1.6% |
| BMY Bristol-Myers Squibb Co. | 0.00% | 1,849 | $83K | No change |
| YUM Yum! Brands Inc. | 0.00% | 536 | $81K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 1,500 | $81K | No change |
| PYPL PayPal Holdings Inc. | 0.00% | 1,200 | $80K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 375 | $77K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 653 | $77K | No change |
| COIN Coinbase Global Inc. Class A | 0.00% | 220 | $74K | Add +51.7% |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 766 | $74K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 300 | $72K | No change |
| CPRT Copart Inc. | 0.00% | 1,585 | $71K | Reduce -98.7% |
| NKE Nike Inc. Class B | 0.00% | 1,005 | $70K | Add +0.5% |
| VLO Valero Energy Corp. | 0.00% | 400 | $68K | No change |
| LPX Louisiana-Pacific Corp. | 0.00% | 728 | $65K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 217 | $65K | No change |
| GLD SPDR Gold Shares | 0.00% | 178 | $63K | Add +12.7% |
| MRVL Marvell Technology Inc. | 0.00% | 750 | $63K | Reduce -95.8% |
| COR Cencora Inc. | 0.00% | 199 | $62K | No change |
| COP Conocophillips | 0.00% | 641 | $61K | Add +2.4% |
| EXC Exelon Corp. | 0.00% | 1,337 | $60K | Add +57.3% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.00% | 875 | $57K | No change |
| INTC Intel Corp. | 0.00% | 1,601 | $54K | Reduce -17.4% |
| HRL Hormel Foods Corp. | 0.00% | 2,150 | $53K | No change |
| DVY iShares Select Dividend ETF | 0.00% | 333 | $47K | Reduce -34.5% |
| PSX Phillips 66 | 0.00% | 342 | $47K | Add +18.8% |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 320 | $46K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 575 | $45K | Reduce -11.5% |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 218 | $42K | No change |
| TT Trane Technologies PLC | 0.00% | 100 | $42K | No change |
| Z Zillow Group Inc. Class C | 0.00% | 546 | $42K | Add +32.9% |
| MCI Barings Corporate Investors | 0.00% | 2,000 | $42K | No change |
| SEPI Shelton Eqty Premium Inc. ETF | 0.00% | 1,575 | $40K | New |
| AMAT Applied Materials Inc. | 0.00% | 193 | $40K | Add +135.4% |
| TTC Toro Co. | 0.00% | 510 | $39K | New |
| XLP SS Consumer Staples Sel Sect | 0.00% | 480 | $38K | No change |
| HSY The Hershey Co. | 0.00% | 200 | $37K | No change |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.00% | 500 | $36K | Reduce -50.0% |
| HAS Hasbro Inc. | 0.00% | 475 | $36K | No change |
| CMCSA Comcast Corp. Class A | 0.00% | 1,130 | $36K | Reduce -7.0% |
| BOTZ Global X Robotics & Artifici | 0.00% | 995 | $35K | Reduce -46.8% |
| IONQ Ionq Inc. | 0.00% | 545 | $34K | No change |
| BKE The Buckle Inc. | 0.00% | 557 | $33K | Add +1.1% |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 250 | $33K | No change |
| VRT Vertiv Holdings Co. Class A | 0.00% | 213 | $32K | Add +30.7% |
| VIK Viking Holdings Ltd. | 0.00% | 500 | $31K | No change |
| VFH Vanguard Financials ETF | 0.00% | 233 | $31K | No change |
| WST West Pharmaceutical Services | 0.00% | 115 | $30K | No change |
| NB Niocorp Developments Ltd. | 0.00% | 4,390 | $29K | No change |
| QXO Qxo Inc. | 0.00% | 1,519 | $29K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 375 | $29K | No change |
| ZS Zscaler Inc. | 0.00% | 95 | $28K | No change |
| ECHO Echostar Corp. Class A | 0.00% | 370 | $28K | Reduce -15.7% |
| MDLZ Mondelez International Inc. Class A | 0.00% | 437 | $27K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 141 | $26K | Add +4.4% |
| WDAY Workday Inc. Class A | 0.00% | 100 | $24K | Reduce -28.6% |
| PAYX Paychex Inc. | 0.00% | 189 | $24K | Add +32.2% |
| ZBRA Zebra Technologies Corp. Class A | 0.00% | 80 | $24K | Add +14.3% |
| APD Air Products & Chemicals Inc. | 0.00% | 86 | $23K | Reduce -18.1% |
| MDB Mongodb Inc. | 0.00% | 75 | $23K | No change |
| GIL Gildan Activewear Inc. | 0.00% | 400 | $23K | No change |
| INSP Inspire Medical Systems Inc. | 0.00% | 300 | $22K | Add +106.9% |
| TGTX TG Therapeutics Inc. | 0.00% | 612 | $22K | New |
| XEL Xcel Energy Inc. | 0.00% | 271 | $22K | Add +276.4% |
| EBMT Eagle Bancorp Montana Inc. | 0.00% | 1,240 | $21K | No change |
| LMT Lockheed Martin Corp. | 0.00% | 42 | $21K | Reduce -81.0% |
| DGX Quest Diagnostics Inc. | 0.00% | 110 | $21K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 362 | $21K | New |
| ITW Illinois Tool Works | 0.00% | 78 | $20K | Add +56.0% |
| TLK Telkom Indonesia Persero-ADR filed as P T TELEKOMUNIKASI INDONESIA | 0.00% | 1,080 | $20K | No change |
| VTEC Vanguard Ca Tax-Ex Bond | 0.00% | 200 | $20K | New |
| DPZ Domino's Pizza Inc. | 0.00% | 43 | $19K | New |
| CL Colgate-Palmolive Co. | 0.00% | 232 | $19K | Add +16.0% |
| ROK Rockwell Automation Inc. | 0.00% | 51 | $18K | No change |
| CLSK Cleanspark Inc. | 0.00% | 1,225 | $18K | No change |
| GME Gamestop Corp. Class A | 0.00% | 625 | $17K | No change |
| SNOW Snowflake Inc. | 0.00% | 75 | $17K | No change |
| CTVA Corteva Inc. | 0.00% | 235 | $16K | No change |
| HII Huntington Ingalls Industrie | 0.00% | 55 | $16K | No change |
| CPB The Campbell's Company | 0.00% | 480 | $15K | No change |
| TW Tradeweb Markets Inc. Class A | 0.00% | 120 | $13K | No change |
| SGOL Abrdn Physical Gold Shares | 0.00% | 350 | $13K | No change |
| STT State Street Corp. | 0.00% | 104 | $12K | No change |
| FIX Comfort Systems USA Inc. | 0.00% | 14 | $12K | Add +75.0% |
| TPR Tapestry Inc. | 0.00% | 100 | $11K | No change |
| AUPH Aurinia Pharmaceuticals Inc. | 0.00% | 1,000 | $11K | Reduce -50.0% |
| MDT Medtronic PLC | 0.00% | 115 | $11K | Add +15.0% |
| ITA iShares U.S. Aerospace & Def | 0.00% | 52 | $11K | New |
| BFAM Bright Horizons Family Solut | 0.00% | 100 | $11K | No change |
| CAG Conagra Brands Inc. | 0.00% | 590 | $11K | No change |
| STX Seagate Technology Holdings | 0.00% | 45 | $11K | New |
| TMFC Motley Fool 100 Index ETF | 0.00% | 150 | $11K | No change |
| ADI Analog Devices Inc. | 0.00% | 42 | $10K | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 102 | $10K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 1,000 | $10K | No change |
| TIDAL TRUST II | 0.00% | 680 | $9K | No change |
| SO The Southern Co. | 0.00% | 100 | $9K | New |
| APLD Applied Digital Corp. | 0.00% | 400 | $9K | New |
| KTOS Kratos Defense & Security | 0.00% | 100 | $9K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 70 | $9K | No change |
| HWM Howmet Aerospace Inc. | 0.00% | 40 | $8K | No change |
| LHX L3HARRIS Technologies Inc. | 0.00% | 24 | $7K | New |
| MPC Marathon Petroleum Corp. | 0.00% | 38 | $7K | No change |
| CRMD Cormedix Inc. | 0.00% | 610 | $7K | No change |
| WEN The Wendy's Co. | 0.00% | 750 | $7K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 150 | $7K | No change |
| OUSA Alps Oshares US Quality Divi | 0.00% | 120 | $7K | New |
| EXEL Exelixis Inc. | 0.00% | 160 | $7K | Add +14.3% |
| FDX FedEx Corp. | 0.00% | 27 | $6K | Add +12.5% |
| ARKX ARK Space & Defense Innovati | 0.00% | 218 | $6K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 400 | $6K | No change |
| NCIQ Hashdex Nasdaq Cme Crypto Inc. | 0.00% | 200 | $6K | New |
| YUMC Yum China Holdings Inc. | 0.00% | 136 | $6K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.00% | 65 | $6K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 100 | $6K | Reduce -99.9% |
| AEO American Eagle Outfitters | 0.00% | 323 | $6K | Add +12.2% |
| VXUS Vanguard Total Intl Stock | 0.00% | 75 | $6K | New |
| SFM Sprouts Farmers Market Inc. | 0.00% | 50 | $5K | No change |
| DOW Dow Inc. | 0.00% | 235 | $5K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 70 | $5K | New |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.00% | 160 | $5K | No change |
| LASR Nlight Inc. | 0.00% | 175 | $5K | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 150 | $5K | No change |
| SOFI Sofi Technologies Inc. | 0.00% | 190 | $5K | New |
| IREN Iren Ltd. filed as IREN LIMITED | 0.00% | 100 | $5K | New |
| PLMR Palomar Holdings Inc. | 0.00% | 40 | $5K | No change |
| OLLI Ollie's Bargain Outlet Holdi | 0.00% | 35 | $4K | No change |
| QBTS D-Wave Quantum Inc. | 0.00% | 180 | $4K | No change |
| AXON Axon Enterprise Inc. | 0.00% | 6 | $4K | New |
| TLN Talen Energy Corp. | 0.00% | 10 | $4K | New |
| DTE DTE Energy Company | 0.00% | 30 | $4K | New |
| EXOD Exodus Movement Inc. Class A | 0.00% | 150 | $4K | No change |
| PFE Pfizer Inc. | 0.00% | 150 | $4K | Reduce -99.9% |
| CMS CMS Energy Corp. | 0.00% | 51 | $4K | New |
| APH Amphenol Corp. Class A | 0.00% | 30 | $4K | New |
| MNST Monster Beverage Corp. | 0.00% | 54 | $4K | New |
| TRN Trinity Industries Inc. | 0.00% | 125 | $4K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 10 | $3K | No change |
| FDS Factset Research Systems Inc. | 0.00% | 11 | $3K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.00% | 28 | $3K | New |
| VLTO Veralto Corp. | 0.00% | 28 | $3K | No change |
| UL Unilever PLC | 0.00% | 50 | $3K | No change |
| CLX Clorox Company | 0.00% | 23 | $3K | No change |
| NLY Annaly Capital Management Inc. | 0.00% | 138 | $3K | New |
| BTU Peabody Energy Corp. | 0.00% | 100 | $3K | No change |
| HPQ HP Inc. | 0.00% | 88 | $2K | No change |
| IR Ingersoll-Rand Inc. | 0.00% | 25 | $2K | No change |
| PCAR Paccar Inc. | 0.00% | 19 | $2K | New |
| WMB Williams Cos Inc. | 0.00% | 28 | $2K | New |
| NTR Nutrien Ltd. | 0.00% | 30 | $2K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 19 | $2K | Reduce -75.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 17 | $2K | No change |
| BEP Brookfield Renewable Partner | 0.00% | 60 | $2K | No change |
| SYF Synchrony Financial | 0.00% | 21 | $1K | New |
| SNA Snap-on Inc. | 0.00% | 4 | $1K | New |
| HCA HCA Healthcare Inc. | 0.00% | 3 | $1K | New |
| HPE Hewlett Packard Enterprise | 0.00% | 50 | $1K | No change |
| GILD Gilead Sciences Inc. | 0.00% | 11 | $1K | New |
| STWD Starwood Property Trust Inc. | 0.00% | 60 | $1K | New |
| CMTG Claros Mortgage Trust Inc. | 0.00% | 202 | $671 | No change |
| TEL Te Connectivity PLC | 0.00% | 3 | $659 | New |
| NANC Sbvrs CNGS DMC TR ETF-Usd Inc. | 0.00% | 13 | $583 | No change |
| ATNM Actinium Pharmaceuticals Inc. | 0.00% | 341 | $546 | No change |
| BEPC Brookfield Renewable Corp. | 0.00% | 15 | $517 | No change |
| GLW Corning Inc. | 0.00% | 6 | $493 | New |
| DJT Trump Media & Technology Gro | 0.00% | 29 | $477 | New |
| TGT Target Corp. | 0.00% | 5 | $449 | No change |
| BKR Baker Hughes Co. | 0.00% | 9 | $439 | New |
| CRI Carter's Inc. | 0.00% | 15 | $424 | New |
| GPC Genuine Parts Co. | 0.00% | 3 | $416 | New |
| OPK Opko Health Inc. | 0.00% | 250 | $388 | No change |
| DRI Darden Restaurants Inc. | 0.00% | 2 | $381 | No change |
| NTAP Netapp Inc. | 0.00% | 3 | $356 | New |
| DHI D.R. Horton Inc. | 0.00% | 2 | $339 | New |
| TNL Travel + Leisure Co. | 0.00% | 5 | $298 | New |
| PENN Penn Entertainment Inc. | 0.00% | 15 | $289 | No change |
| INO Inovio Pharmaceuticals Inc. | 0.00% | 77 | $181 | No change |
| VTRS Viatris Inc. | 0.00% | 8 | $84 | No change |
| CGC Canopy Growth Corp. | 0.00% | 17 | $25 | New |
| KPTI Karyopharm Therapeutics Inc. | 0.00% | 3 | $20 | New |