| AAPL Apple Inc. | 6.11% | 107,787 | $27.4M | Add +1.6% |
| NVDA Nvidia Corp. | 5.05% | 129,499 | $22.6M | Add +3.1% |
| MSFT Microsoft Corp. | 4.56% | 55,073 | $20.4M | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 3.49% | 54,357 | $15.6M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.06% | 65,637 | $13.7M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 2.88% | 43,754 | $12.9M | Add +1.8% |
| AMAT Applied Materials Inc. | 2.10% | 27,537 | $9.4M | Reduce -6.9% |
| WMT Walmart Inc. | 2.03% | 73,044 | $9.1M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 2.02% | 53,228 | $9.0M | Add +2.8% |
| LLY Eli Lilly & Co. | 1.83% | 8,879 | $8.2M | Add +5.0% |
| MRK Merck & Co. Inc. | 1.75% | 65,039 | $7.8M | Reduce -2.1% |
| JNJ Johnson & Johnson | 1.70% | 31,130 | $7.6M | Reduce -2.2% |
| CAT Caterpillar Inc. | 1.69% | 10,694 | $7.6M | Reduce -3.1% |
| AGG iShares Core U.S. Aggregate | 1.60% | 72,047 | $7.2M | Add +0.4% |
| RTX RTX Corp. | 1.47% | 34,141 | $6.6M | Reduce -1.7% |
| AVGO Broadcom Inc. | 1.39% | 20,142 | $6.2M | Add +10.7% |
| CVX Chevron Corp. | 1.36% | 29,326 | $6.1M | Reduce -0.8% |
| V Visa Inc. Class A | 1.32% | 19,541 | $5.9M | Reduce -4.6% |
| IQLT iShares MSCI International Q | 1.31% | 127,014 | $5.9M | Add +1.5% |
| MCD McDonald's Corp. | 1.20% | 17,314 | $5.4M | Reduce -2.7% |
| DELL Dell Technologies -C | 1.20% | 32,575 | $5.3M | Add +24.6% |
| CB Chubb Ltd. | 1.11% | 15,267 | $5.0M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 1.10% | 8,631 | $4.9M | Add +9.4% |
| CRM Salesforce Inc. | 1.08% | 25,956 | $4.8M | Add +11.6% |
| PGX Invesco Preferred ETF | 1.07% | 440,393 | $4.8M | Add +0.1% |
| NEE Nextera Energy Inc. | 1.06% | 51,220 | $4.8M | Reduce -6.5% |
| XLK SS Technology Select Sector | 1.06% | 35,540 | $4.7M | Reduce -6.4% |
| PG The Procter & Gamble Co. | 1.05% | 32,574 | $4.7M | Add +0.0% |
| T AT&T Inc. | 1.03% | 158,640 | $4.6M | Reduce -1.9% |
| DUK Duke Energy Corp. | 1.01% | 34,567 | $4.5M | Add +1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.98% | 27,334 | $4.4M | Reduce -2.8% |
| QCOM Qualcomm Inc. | 0.96% | 33,488 | $4.3M | Reduce -17.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.95% | 87,489 | $4.3M | Add +4.9% |
| ETN Eaton Corp. PLC | 0.95% | 11,875 | $4.2M | Add +3.8% |
| AMGN Amgen Inc. | 0.92% | 11,680 | $4.1M | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.92% | 18,845 | $4.1M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.88% | 13,722 | $3.9M | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.87% | 13,756 | $3.9M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.85% | 16,144 | $3.8M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.85% | 50,000 | $3.8M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.84% | 41,743 | $3.8M | Add +23.5% |
| AXP American Express Co. | 0.84% | 12,442 | $3.8M | Add +6.3% |
| LIN Linde PLC | 0.82% | 7,441 | $3.7M | Add +2.7% |
| PANW Palo Alto Networks Inc. | 0.81% | 22,599 | $3.6M | Add +16.5% |
| UNP Union Pacific Corp. | 0.77% | 14,242 | $3.5M | Add +0.4% |
| SYK Stryker Corp. | 0.76% | 10,376 | $3.4M | Add +12.4% |
| GS Goldman Sachs Group Inc. | 0.75% | 3,960 | $3.4M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 6,834 | $3.3M | Reduce -2.7% |
| TMUS T-Mobile US Inc. | 0.69% | 14,805 | $3.1M | Add +7.0% |
| EMR Emerson Electric Co. | 0.69% | 23,632 | $3.1M | Add +2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 12,625 | $3.1M | Reduce -0.7% |
| GEV GE Vernova Inc. | 0.68% | 3,495 | $3.1M | No change |
| VZ Verizon Communications Inc. | 0.68% | 60,676 | $3.0M | Add +5.3% |
| PEP Pepsico Inc. | 0.67% | 19,388 | $3.0M | Reduce -2.1% |
| ABT Abbott Laboratories | 0.63% | 27,427 | $2.8M | Add +6.3% |
| DRI Darden Restaurants Inc. | 0.60% | 13,686 | $2.7M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.58% | 33,734 | $2.6M | Reduce -0.6% |
| WM Waste Management Inc. | 0.54% | 10,605 | $2.4M | Add +9.2% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.49% | 33,583 | $2.2M | Add +7.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 7,558 | $2.2M | Reduce -0.1% |
| HD Home Depot Inc. | 0.48% | 6,486 | $2.1M | Reduce -0.6% |
| CI The Cigna Group | 0.45% | 7,600 | $2.0M | Add +7.4% |
| DE Deere & Co. | 0.45% | 3,548 | $2.0M | Reduce -17.9% |
| XLF SS Financial Select Sector | 0.42% | 37,779 | $1.9M | Reduce -3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 19,212 | $1.9M | Reduce -16.9% |
| NFLX Netflix Inc. | 0.40% | 18,714 | $1.8M | Add +53.7% |
| DWM Wisdomtree International Equ | 0.39% | 25,026 | $1.7M | Add +5.3% |
| NKE Nike Inc. Class B | 0.36% | 30,865 | $1.6M | Reduce -3.6% |
| TD Toronto-Dominion Bank | 0.36% | 17,462 | $1.6M | Reduce -4.0% |
| XLC SS Comm Select Sector SPDR | 0.36% | 14,589 | $1.6M | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 26,002 | $1.6M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 12,525 | $1.6M | No change |
| MA Mastercard Inc. Class A | 0.34% | 3,000 | $1.5M | New |
| TRV The Travelers Cos Inc. | 0.33% | 5,125 | $1.5M | Add +3.9% |
| XLV SS Health Care Select Sector | 0.33% | 10,059 | $1.5M | Reduce -11.5% |
| PFE Pfizer Inc. | 0.31% | 50,078 | $1.4M | Add +0.7% |
| XLY SS Consumer Disc Select Sect | 0.31% | 12,744 | $1.4M | Reduce -3.5% |
| STZ Constellation Brands Inc. Class A | 0.31% | 9,185 | $1.4M | Reduce -19.8% |
| ED Consolidated Edison Inc. | 0.31% | 12,164 | $1.4M | Add +2.3% |
| VNQ Vanguard Real Estate ETF | 0.29% | 14,742 | $1.3M | Reduce -7.0% |
| XLI SS Industrial Select Sector | 0.29% | 8,022 | $1.3M | Reduce -3.7% |
| PFFD Global X US Preferred ETF | 0.29% | 69,538 | $1.3M | Add +1.8% |
| ETR Entergy Corp. | 0.26% | 10,475 | $1.2M | Reduce -0.8% |
| SCCO Southern Copper Corp. | 0.24% | 6,170 | $1.1M | Add +0.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.24% | 10,328 | $1.1M | No change |
| LMT Lockheed Martin Corp. | 0.24% | 1,745 | $1.1M | Add +9.5% |
| UNH Unitedhealth Group Inc. | 0.23% | 3,807 | $1.0M | Reduce -11.2% |
| GLD SPDR Gold Shares | 0.23% | 2,361 | $1.0M | No change |
| BLK BlackRock Inc. | 0.22% | 1,045 | $1.0M | Reduce -0.2% |
| MO Altria Group Inc. | 0.22% | 15,173 | $1.0M | Add +3.7% |
| PM Philip Morris International | 0.22% | 5,918 | $978K | Add +1.8% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 6,582 | $963K | Add +77.5% |
| SO The Southern Co. | 0.21% | 9,712 | $937K | Add +4.1% |
| GILD Gilead Sciences Inc. | 0.21% | 6,625 | $923K | No change |
| HON Honeywell International Inc. | 0.20% | 3,952 | $893K | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.19% | 1,333 | $871K | Add +8.8% |
| UPS United Parcel Service Class B | 0.19% | 8,642 | $850K | Reduce -7.3% |
| EFA iShares MSCI Eafe ETF | 0.18% | 8,139 | $791K | Add +102.7% |
| TFC Truist Financial Corp. | 0.18% | 17,060 | $784K | Reduce -5.6% |
| ADP Automatic Data Processing | 0.17% | 3,726 | $757K | Add +7.7% |
| NGG National Grid PLC-SP ADR | 0.16% | 8,700 | $736K | Reduce -1.3% |
| TGT Target Corp. | 0.16% | 6,056 | $734K | Reduce -11.3% |
| MET Metlife Inc. | 0.16% | 10,313 | $729K | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 1 | $718K | No change |
| MCHP Microchip Technology Inc. | 0.16% | 11,099 | $717K | Add +10.4% |
| ADI Analog Devices Inc. | 0.16% | 2,219 | $706K | Reduce -8.3% |
| XLP SS Consumer Staples Sel Sect | 0.16% | 8,498 | $697K | Reduce -7.4% |
| D Dominion Energy Inc. | 0.15% | 10,780 | $666K | Add +3.2% |
| PFG Principal Financial Group | 0.15% | 7,392 | $666K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.15% | 4,524 | $666K | Add +5.5% |
| EXC Exelon Corp. | 0.15% | 13,395 | $657K | Add +2.6% |
| GEHC GE Healthcare Technology | 0.14% | 9,084 | $647K | Add +3.5% |
| PSA Public Storage | 0.14% | 2,345 | $635K | No change |
| INDB Independent Bank Corp. | 0.14% | 8,380 | $630K | No change |
| CEG Constellation Energy | 0.13% | 2,145 | $599K | New |
| CMI Cummins Inc. | 0.12% | 1,038 | $558K | Reduce -3.5% |
| COP Conocophillips | 0.12% | 4,138 | $546K | No change |
| PSX Phillips 66 | 0.12% | 2,984 | $544K | No change |
| NUE Nucor Corp. | 0.11% | 2,965 | $501K | No change |
| PFXF Vaneck Pref Sec X-Financials | 0.11% | 27,801 | $488K | Reduce -9.3% |
| PPL PPL Corp. | 0.10% | 12,240 | $468K | Add +3.8% |
| COST Costco Wholesale Corp. | 0.10% | 461 | $459K | Reduce -9.3% |
| DON Wisdomtree US Midcap Dividen | 0.10% | 8,653 | $455K | Reduce -8.0% |
| APD Air Products & Chemicals Inc. | 0.10% | 1,565 | $455K | No change |
| XLE SS Energy Select Sector | 0.10% | 7,189 | $440K | Add +16.1% |
| SBUX Starbucks Corp. | 0.10% | 4,864 | $436K | Reduce -17.5% |
| STT State Street Corp. | 0.10% | 3,420 | $433K | Reduce -1.4% |
| FDX FedEx Corp. | 0.09% | 1,190 | $424K | No change |
| INTU Intuit Inc. | 0.09% | 961 | $416K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 8,823 | $405K | Reduce -1.6% |
| REGN Regeneron Pharmaceuticals | 0.09% | 513 | $396K | No change |
| MDT Medtronic PLC | 0.09% | 4,487 | $389K | Reduce -7.7% |
| GSK GSK PLC-Spon ADR | 0.09% | 6,920 | $382K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.08% | 3,712 | $372K | Reduce -7.4% |
| AMP Ameriprise Financial Inc. | 0.08% | 836 | $372K | Reduce -0.6% |
| GLW Corning Inc. | 0.08% | 2,725 | $371K | New |
| PRU Prudential Financial Inc. | 0.08% | 3,770 | $368K | Add +2.7% |
| DHR Danaher Corp. | 0.08% | 1,855 | $352K | Reduce -17.7% |
| ADBE Adobe Inc. | 0.08% | 1,440 | $350K | Reduce -56.8% |
| WSM Williams-Sonoma Inc. | 0.08% | 1,900 | $346K | No change |
| MMM 3M Co. | 0.08% | 2,380 | $346K | Add +0.9% |
| AMT American Tower Corp. | 0.07% | 1,931 | $333K | Reduce -4.9% |
| KMB Kimberly-Clark Corp. | 0.07% | 3,435 | $331K | Reduce -8.7% |
| GSLC Goldman Activebeta US LC ETF | 0.07% | 2,604 | $326K | Add +0.2% |
| DD Dupont DE Nemours Inc. | 0.07% | 6,885 | $315K | Add +0.9% |
| CVS CVS Health Corp. | 0.07% | 4,259 | $306K | Add +2.3% |
| CMCSA Comcast Corp. Class A | 0.07% | 10,568 | $303K | Reduce -17.4% |
| IWF iShares Russell 1000 Growth | 0.07% | 700 | $298K | Reduce -24.3% |
| AEP American Electric Power | 0.07% | 2,219 | $291K | Add +25.4% |
| XLB SS Materials Select Sector | 0.06% | 5,763 | $288K | Add +1.2% |
| DES Wisdomtree US Smallcap Divid | 0.06% | 7,980 | $287K | Reduce -4.3% |
| XLRE SS Real Estate Select Sector | 0.06% | 7,012 | $286K | Add +6.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.06% | 2,911 | $285K | Add +3.0% |
| COF Capital One Financial Corp. | 0.06% | 1,544 | $282K | Reduce -5.8% |
| AFL Aflac Inc. | 0.06% | 2,557 | $281K | No change |
| NVS Novartis AG-Sponsored ADR | 0.06% | 1,802 | $275K | Reduce -2.4% |
| C Citigroup Inc. | 0.06% | 2,410 | $273K | Add +6.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.06% | 5,127 | $269K | No change |
| USB US Bancorp | 0.06% | 5,156 | $268K | Reduce -2.8% |
| SYY Sysco Corp. | 0.06% | 3,744 | $267K | Add +4.2% |
| INTC Intel Corp. | 0.06% | 6,045 | $267K | Reduce -35.2% |
| DCI Donaldson Co. Inc. | 0.06% | 3,000 | $255K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 2,125 | $252K | Reduce -1.2% |
| ES Eversource Energy | 0.05% | 3,454 | $239K | New |
| IEF iShares 7-10 Year Treasury B | 0.05% | 2,490 | $238K | No change |
| SCI Service Corp. International | 0.05% | 2,860 | $236K | No change |
| DVY iShares Select Dividend ETF | 0.05% | 1,550 | $235K | New |
| BBT Beacon Financial Corp. | 0.05% | 7,604 | $228K | No change |
| BSX Boston Scientific Corp. | 0.05% | 3,610 | $227K | Reduce -3.4% |
| CTVA Corteva Inc. | 0.05% | 2,511 | $210K | New |
| VRT Vertiv Holdings Co. Class A | 0.05% | 815 | $204K | New |
| CHKP Check Point Software Tech | 0.05% | 1,421 | $203K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.04% | 2,219 | $200K | Reduce -15.1% |