| MSFT Microsoft Corp. | 6.48% | 54,343 | $27.0M | Reduce -0.5% |
| AAPL Apple Inc. | 5.34% | 108,508 | $22.3M | Add +1.1% |
| NVDA Nvidia Corp. | 5.09% | 134,398 | $21.2M | Add +0.7% |
| AMZN Amazon.com Inc. | 3.42% | 65,024 | $14.3M | Add +3.4% |
| JPM JPMorgan Chase & Co. | 3.16% | 45,502 | $13.2M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 2.77% | 65,588 | $11.6M | Add +1.5% |
| WMT Walmart Inc. | 1.82% | 77,458 | $7.6M | Reduce -0.1% |
| V Visa Inc. Class A | 1.79% | 21,068 | $7.5M | Add +3.4% |
| AGG iShares Core U.S. Aggregate | 1.73% | 72,629 | $7.2M | Add +3.4% |
| XOM Exxon Mobil Corp. | 1.58% | 61,148 | $6.6M | Add +1.2% |
| AMAT Applied Materials Inc. | 1.55% | 35,336 | $6.5M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.53% | 8,180 | $6.4M | Add +4.7% |
| QCOM Qualcomm Inc. | 1.47% | 38,431 | $6.1M | Add +4.2% |
| IQLT iShares MSCI International Q | 1.39% | 133,791 | $5.8M | Add +0.5% |
| JNJ Johnson & Johnson | 1.35% | 36,992 | $5.7M | Add +4.6% |
| RTX RTX Corp. | 1.27% | 36,264 | $5.3M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.24% | 32,520 | $5.2M | Reduce -2.5% |
| CRM Salesforce Inc. | 1.23% | 18,865 | $5.1M | Add +3.1% |
| AVGO Broadcom Inc. | 1.23% | 18,572 | $5.1M | Add +8.6% |
| MCD McDonald's Corp. | 1.23% | 17,517 | $5.1M | Add +0.1% |
| PGX Invesco Preferred ETF | 1.21% | 453,260 | $5.0M | Add +6.2% |
| XLK SS Technology Select Sector | 1.16% | 19,048 | $4.8M | Reduce -7.3% |
| MRK Merck & Co. Inc. | 1.15% | 60,339 | $4.8M | Add +10.3% |
| META Meta Platforms Inc. Class A | 1.14% | 6,429 | $4.7M | Add +15.5% |
| CVX Chevron Corp. | 1.14% | 33,111 | $4.7M | Add +1.5% |
| T AT&T Inc. | 1.13% | 162,748 | $4.7M | Reduce -0.3% |
| CAT Caterpillar Inc. | 1.11% | 11,874 | $4.6M | Add +2.6% |
| CB Chubb Ltd. | 1.08% | 15,474 | $4.5M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.04% | 91,294 | $4.3M | Add +2.2% |
| ETN Eaton Corp. PLC | 1.03% | 11,976 | $4.3M | Add +3.4% |
| DUK Duke Energy Corp. | 0.96% | 33,805 | $4.0M | Add +2.3% |
| NEE Nextera Energy Inc. | 0.95% | 57,220 | $4.0M | Add +1.6% |
| ABBV Abbvie Inc. | 0.89% | 20,065 | $3.7M | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 0.89% | 16,741 | $3.7M | Add +1.5% |
| AXP American Express Co. | 0.87% | 11,395 | $3.6M | Add +16.0% |
| KO The Coca-Cola Co. | 0.87% | 51,328 | $3.6M | Reduce -0.6% |
| ABT Abbott Laboratories | 0.87% | 26,579 | $3.6M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 12,155 | $3.6M | Reduce -1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.86% | 28,955 | $3.6M | Reduce -1.7% |
| GE General Electric filed as GE AEROSPACE | 0.85% | 13,801 | $3.6M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.84% | 28,231 | $3.5M | Add +7.0% |
| ADBE Adobe Inc. | 0.81% | 8,713 | $3.4M | Add +6.0% |
| SYK Stryker Corp. | 0.80% | 8,383 | $3.3M | Add +0.8% |
| LIN Linde PLC | 0.77% | 6,814 | $3.2M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.77% | 4,517 | $3.2M | Add +8.9% |
| AMGN Amgen Inc. | 0.76% | 11,400 | $3.2M | Add +5.8% |
| EMR Emerson Electric Co. | 0.75% | 23,575 | $3.1M | Add +2.6% |
| VNQ Vanguard Real Estate ETF | 0.75% | 35,023 | $3.1M | Reduce -33.0% |
| DE Deere & Co. | 0.74% | 6,033 | $3.1M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 6,281 | $3.1M | Add +8.5% |
| UNP Union Pacific Corp. | 0.72% | 12,987 | $3.0M | Add +4.0% |
| HD Home Depot Inc. | 0.66% | 7,473 | $2.7M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.65% | 20,414 | $2.7M | Add +10.9% |
| VZ Verizon Communications Inc. | 0.64% | 62,135 | $2.7M | Reduce -3.3% |
| UNH Unitedhealth Group Inc. | 0.63% | 8,435 | $2.6M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 0.62% | 14,617 | $2.6M | Add +2.5% |
| LMT Lockheed Martin Corp. | 0.62% | 5,577 | $2.6M | Add +5.0% |
| DRI Darden Restaurants Inc. | 0.60% | 11,451 | $2.5M | Add +2.1% |
| PANW Palo Alto Networks Inc. | 0.60% | 12,176 | $2.5M | Add +14.2% |
| CSCO Cisco Systems Inc. | 0.57% | 34,279 | $2.4M | Reduce -0.2% |
| NKE Nike Inc. Class B | 0.56% | 32,928 | $2.3M | Add +2.5% |
| XLF SS Financial Select Sector | 0.54% | 43,090 | $2.3M | Add +1.1% |
| TMUS T-Mobile US Inc. | 0.54% | 9,383 | $2.2M | Add +3.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 7,374 | $2.1M | Reduce -1.5% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.47% | 31,428 | $2.0M | Reduce -0.8% |
| GEV GE Vernova Inc. | 0.44% | 3,500 | $1.9M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.43% | 5,940 | $1.8M | Add +0.5% |
| STZ Constellation Brands Inc. Class A | 0.42% | 10,701 | $1.7M | Add +15.1% |
| XLV SS Health Care Select Sector | 0.41% | 12,671 | $1.7M | Add +7.8% |
| XLC SS Comm Select Sector SPDR | 0.37% | 14,298 | $1.6M | Reduce -0.1% |
| CI The Cigna Group | 0.37% | 4,693 | $1.6M | Add +4.8% |
| XLY SS Consumer Disc Select Sect | 0.37% | 7,138 | $1.6M | Reduce -1.1% |
| DWM Wisdomtree International Equ | 0.36% | 23,622 | $1.5M | Reduce -3.0% |
| SYY Sysco Corp. | 0.36% | 19,758 | $1.5M | Add +0.2% |
| TD Toronto-Dominion Bank | 0.35% | 19,802 | $1.5M | Reduce -2.3% |
| TRV The Travelers Cos Inc. | 0.34% | 5,287 | $1.4M | Add +6.3% |
| XLI SS Industrial Select Sector | 0.31% | 8,828 | $1.3M | Reduce -4.9% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 11,805 | $1.3M | Add +1.9% |
| BMY Bristol-Myers Squibb Co. | 0.30% | 27,279 | $1.3M | Reduce -0.9% |
| PFE Pfizer Inc. | 0.30% | 52,035 | $1.3M | Reduce -0.5% |
| PFFD Global X US Preferred ETF | 0.29% | 65,205 | $1.2M | Add +3.9% |
| ADP Automatic Data Processing | 0.29% | 3,971 | $1.2M | Reduce -0.8% |
| ED Consolidated Edison Inc. | 0.28% | 11,841 | $1.2M | Reduce -0.6% |
| UPS United Parcel Service Class B | 0.27% | 11,323 | $1.1M | Reduce -12.8% |
| BLK BlackRock Inc. | 0.27% | 1,063 | $1.1M | Add +0.7% |
| PM Philip Morris International | 0.26% | 5,968 | $1.1M | Reduce -0.8% |
| CMCSA Comcast Corp. Class A | 0.26% | 29,801 | $1.1M | Reduce -15.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.25% | 10,328 | $1.1M | No change |
| HON Honeywell International Inc. | 0.23% | 4,140 | $964K | Reduce -4.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 11,455 | $956K | New |
| SO The Southern Co. | 0.22% | 9,952 | $914K | Reduce -0.6% |
| MET Metlife Inc. | 0.21% | 11,068 | $890K | Add +0.2% |
| MO Altria Group Inc. | 0.21% | 15,028 | $881K | Reduce -0.7% |
| INTU Intuit Inc. | 0.21% | 1,116 | $879K | Reduce -2.4% |
| ETR Entergy Corp. | 0.21% | 10,575 | $879K | Reduce -0.5% |
| XLP SS Consumer Staples Sel Sect | 0.20% | 10,485 | $849K | Reduce -4.7% |
| TFC Truist Financial Corp. | 0.20% | 19,227 | $827K | Reduce -0.8% |
| MDT Medtronic PLC | 0.20% | 9,388 | $818K | Reduce -3.4% |
| TGT Target Corp. | 0.19% | 8,037 | $793K | Reduce -6.4% |
| PSA Public Storage | 0.19% | 2,690 | $789K | Reduce -8.0% |
| GILD Gilead Sciences Inc. | 0.19% | 6,995 | $776K | No change |
| MCHP Microchip Technology Inc. | 0.19% | 10,990 | $773K | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.18% | 1,219 | $757K | Add +18.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $729K | No change |
| NGG National Grid PLC-SP ADR | 0.17% | 9,631 | $717K | Reduce -1.9% |
| ORCL Oracle Corp. | 0.17% | 3,254 | $711K | No change |
| GEHC GE Healthcare Technology | 0.15% | 8,715 | $646K | Add +12.9% |
| ADI Analog Devices Inc. | 0.15% | 2,623 | $624K | Add +1.8% |
| D Dominion Energy Inc. | 0.15% | 10,935 | $618K | Reduce -0.2% |
| SCCO Southern Copper Corp. | 0.15% | 6,077 | $615K | Add +0.8% |
| KMB Kimberly-Clark Corp. | 0.15% | 4,712 | $607K | No change |
| PFXF Vaneck Pref Sec X-Financials | 0.15% | 35,379 | $606K | Add +0.7% |
| PFG Principal Financial Group | 0.14% | 7,568 | $601K | Reduce -1.3% |
| SBUX Starbucks Corp. | 0.14% | 6,323 | $579K | Add +1.1% |
| EXC Exelon Corp. | 0.13% | 12,945 | $562K | Reduce -0.8% |
| COST Costco Wholesale Corp. | 0.13% | 556 | $550K | Add +13.9% |
| INTC Intel Corp. | 0.13% | 23,666 | $530K | Reduce -10.6% |
| INDB Independent Bank Corp. | 0.13% | 8,380 | $527K | No change |
| DHR Danaher Corp. | 0.12% | 2,605 | $515K | Add +50.1% |
| DD Dupont DE Nemours Inc. | 0.12% | 7,414 | $509K | Reduce -0.8% |
| DON Wisdomtree US Midcap Dividen | 0.11% | 9,438 | $473K | Reduce -3.2% |
| AMP Ameriprise Financial Inc. | 0.11% | 859 | $458K | Reduce -1.0% |
| BSX Boston Scientific Corp. | 0.10% | 3,905 | $419K | Reduce -1.9% |
| AMT American Tower Corp. | 0.10% | 1,882 | $416K | Reduce -6.4% |
| REGN Regeneron Pharmaceuticals | 0.10% | 788 | $414K | Reduce -2.4% |
| STT State Street Corp. | 0.10% | 3,865 | $411K | No change |
| APD Air Products & Chemicals Inc. | 0.10% | 1,453 | $410K | Add +2.1% |
| PPL PPL Corp. | 0.10% | 12,090 | $410K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 5,900 | $407K | Add +0.2% |
| PRU Prudential Financial Inc. | 0.10% | 3,755 | $403K | Reduce -5.7% |
| IWF iShares Russell 1000 Growth | 0.09% | 925 | $393K | New |
| NUE Nucor Corp. | 0.09% | 3,000 | $389K | Add +4.3% |
| CMI Cummins Inc. | 0.09% | 1,173 | $384K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.09% | 4,397 | $384K | Reduce -0.3% |
| XLRE SS Real Estate Select Sector | 0.09% | 9,247 | $383K | Add +11.0% |
| XLE SS Energy Select Sector | 0.09% | 4,474 | $379K | Reduce -5.0% |
| COP Conocophillips | 0.09% | 4,192 | $376K | No change |
| MMM 3M Co. | 0.09% | 2,458 | $374K | Reduce -2.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 4,572 | $373K | Reduce -7.9% |
| COF Capital One Financial Corp. | 0.09% | 1,734 | $369K | Add +2.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.09% | 3,721 | $359K | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.09% | 4,016 | $359K | New |
| PSX Phillips 66 | 0.09% | 2,984 | $356K | Add +0.3% |
| WSM Williams-Sonoma Inc. | 0.08% | 2,165 | $354K | No change |
| CVS CVS Health Corp. | 0.08% | 5,005 | $345K | Reduce -1.1% |
| DOW Dow Inc. | 0.08% | 12,844 | $340K | Reduce -0.2% |
| FDX FedEx Corp. | 0.08% | 1,495 | $340K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 2,743 | $333K | Reduce -0.9% |
| IP International Paper Co. | 0.08% | 7,014 | $328K | Add +0.2% |
| CHKP Check Point Software Tech | 0.08% | 1,471 | $325K | Reduce -6.4% |
| USB US Bancorp | 0.07% | 6,305 | $285K | New |
| DES Wisdomtree US Smallcap Divid | 0.07% | 8,900 | $283K | Reduce -4.6% |
| AFL Aflac Inc. | 0.07% | 2,622 | $277K | Reduce -0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.06% | 5,127 | $271K | No change |
| GSK GSK PLC-Spon ADR | 0.06% | 6,920 | $266K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.06% | 2,627 | $250K | Reduce -0.8% |
| NVS Novartis AG-Sponsored ADR | 0.06% | 2,067 | $250K | No change |
| IEF iShares 7-10 Year Treasury B | 0.06% | 2,563 | $245K | Add +6.6% |
| EW Edwards Lifesciences Corp. | 0.06% | 3,093 | $242K | New |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 590 | $239K | No change |
| SCI Service Corp. International | 0.06% | 2,860 | $233K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 2,350 | $214K | New |
| DCI Donaldson Co. Inc. | 0.05% | 3,000 | $208K | No change |
| CRCS Corecare Systems Inc. | 0.00% | 10,000 | $0 | No change |