| AAPL Apple Inc. | 5.07% | 153,212 | $38.9M | Add +0.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 3.92% | 439,844 | $30.1M | Add +62.6% |
| NVDA Nvidia Corp. | 3.70% | 162,857 | $28.4M | Add +8.7% |
| XLK SS Technology Select Sector | 3.13% | 180,955 | $24.0M | Reduce -11.6% |
| MSFT Microsoft Corp. | 2.67% | 55,334 | $20.5M | Add +2.0% |
| AMZN Amazon.com Inc. | 1.94% | 71,633 | $14.9M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 1.90% | 50,611 | $14.6M | Add +7.6% |
| AVGO Broadcom Inc. | 1.47% | 36,472 | $11.3M | Add +7.8% |
| IEF iShares 7-10 Year Treasury B | 1.42% | 114,556 | $10.9M | Add +21.1% |
| GOOG Alphabet Inc. Class C | 1.39% | 37,092 | $10.6M | Add +6.7% |
| DGRO iShares Core Dividend Growth | 1.29% | 140,535 | $9.9M | Reduce -13.0% |
| XLF SS Financial Select Sector | 1.26% | 196,097 | $9.7M | Reduce -18.3% |
| META Meta Platforms Inc. Class A | 1.25% | 16,785 | $9.6M | Add +8.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.25% | 80,702 | $9.6M | Add +13.0% |
| USIG iShares Broad Usd Investment | 1.23% | 183,736 | $9.4M | Reduce -15.1% |
| XLY SS Consumer Disc Select Sect | 1.20% | 84,437 | $9.2M | Reduce -0.5% |
| QUAL iShares MSCI USA Quality Fac | 1.16% | 46,598 | $8.9M | Reduce -11.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.09% | 101,739 | $8.4M | Reduce -12.0% |
| IDEV iShares Core MSCI Dev MKTS | 1.07% | 98,250 | $8.2M | Reduce -14.6% |
| JPM JPMorgan Chase & Co. | 1.07% | 27,878 | $8.2M | Add +5.8% |
| XLC SS Comm Select Sector SPDR | 1.06% | 73,228 | $8.1M | Reduce -10.9% |
| XLV SS Health Care Select Sector | 1.04% | 54,470 | $8.0M | Reduce -12.5% |
| AGG iShares Core U.S. Aggregate | 1.01% | 77,950 | $7.7M | Add +191.9% |
| TSLA Tesla Inc. | 0.94% | 19,403 | $7.2M | Add +4.3% |
| XLI SS Industrial Select Sector | 0.94% | 44,478 | $7.2M | Reduce -17.4% |
| MUB iShares National Muni Bond E | 0.89% | 63,978 | $6.8M | Add +5.1% |
| AVLV Avantis US Large Cap Value | 0.86% | 82,237 | $6.6M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.84% | 6,993 | $6.4M | Add +6.9% |
| IJR iShares Core S&P Small-Cap E | 0.75% | 46,162 | $5.7M | Reduce -32.1% |
| DFAI Dimensional International Co. | 0.75% | 147,148 | $5.7M | Reduce -14.6% |
| XOM Exxon Mobil Corp. | 0.74% | 33,612 | $5.7M | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 11,446 | $5.5M | Add +11.3% |
| JNJ Johnson & Johnson | 0.71% | 22,394 | $5.5M | Add +20.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.68% | 111,664 | $5.2M | Reduce -15.5% |
| TLH iShares 10-20 Year Treasury | 0.68% | 51,771 | $5.2M | Reduce -14.3% |
| DBND Doubleline Oppor Cor BND-Usd | 0.68% | 113,682 | $5.2M | Reduce -15.1% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.67% | 127,826 | $5.1M | Reduce -14.2% |
| WMT Walmart Inc. | 0.65% | 40,367 | $5.0M | Add +16.6% |
| V Visa Inc. Class A | 0.59% | 14,925 | $4.5M | Add +12.3% |
| COST Costco Wholesale Corp. | 0.58% | 4,481 | $4.5M | Add +24.4% |
| XLP SS Consumer Staples Sel Sect | 0.55% | 51,684 | $4.2M | Reduce -16.6% |
| NFLX Netflix Inc. | 0.52% | 41,555 | $4.0M | Add +12.4% |
| RTX RTX Corp. | 0.47% | 18,567 | $3.6M | Reduce -3.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.45% | 29,400 | $3.5M | Add +4.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.45% | 31,231 | $3.4M | Reduce -32.0% |
| LMT Lockheed Martin Corp. | 0.44% | 5,549 | $3.4M | Add +3.3% |
| IWD iShares Russell 1000 Value E | 0.43% | 15,613 | $3.3M | Reduce -24.5% |
| MA Mastercard Inc. Class A | 0.43% | 6,674 | $3.3M | Add +19.1% |
| AVUV Avantis US Small Cap Value | 0.43% | 30,000 | $3.3M | Reduce -14.6% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 11,427 | $3.2M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.42% | 4,964 | $3.2M | Add +3.6% |
| XLE SS Energy Select Sector | 0.42% | 52,100 | $3.2M | Reduce -28.1% |
| BLK BlackRock Inc. | 0.41% | 3,303 | $3.2M | Reduce -1.6% |
| OUSM Alps Oshares US Small-Cap Qu | 0.41% | 72,421 | $3.2M | Reduce -11.8% |
| IWF iShares Russell 1000 Growth | 0.41% | 7,322 | $3.1M | Reduce -5.6% |
| CVX Chevron Corp. | 0.40% | 14,905 | $3.1M | Add +5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 59,153 | $2.9M | Add +5.7% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 19,558 | $2.9M | Add +3.5% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.36% | 69,809 | $2.8M | Reduce -15.3% |
| HD Home Depot Inc. | 0.36% | 8,416 | $2.8M | Add +2.8% |
| QEMM State Street SPDR MSCI Emerg | 0.36% | 39,713 | $2.8M | Reduce -12.6% |
| ABBV Abbvie Inc. | 0.35% | 12,521 | $2.7M | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 40,160 | $2.7M | Reduce -11.1% |
| CAT Caterpillar Inc. | 0.35% | 3,786 | $2.7M | Add +13.6% |
| CSCO Cisco Systems Inc. | 0.35% | 34,427 | $2.7M | Add +33.0% |
| EDIV State Street SPDR S&P Emergi | 0.35% | 67,114 | $2.6M | Reduce -13.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 16,349 | $2.6M | Add +5.3% |
| SMLF iShares US Smallcap Equity F | 0.33% | 33,065 | $2.5M | Reduce -11.9% |
| PH Parker Hannifin Corp. | 0.33% | 2,788 | $2.5M | Add +18.8% |
| USB US Bancorp | 0.32% | 47,251 | $2.5M | Add +6.6% |
| ETN Eaton Corp. PLC | 0.31% | 6,706 | $2.4M | Reduce -0.8% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.31% | 27,724 | $2.4M | Reduce -12.2% |
| XSVM Invesco S&P Smallcap Value W | 0.31% | 39,644 | $2.4M | Reduce -13.3% |
| GS Goldman Sachs Group Inc. | 0.31% | 2,790 | $2.4M | Add +10.9% |
| AVMV Avantis US Mid Cap Val ETF | 0.31% | 31,759 | $2.4M | Reduce -13.3% |
| C Citigroup Inc. | 0.30% | 20,112 | $2.3M | Add +14.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.29% | 45,266 | $2.3M | Reduce -12.5% |
| AMAT Applied Materials Inc. | 0.29% | 6,591 | $2.3M | Add +14.8% |
| WFC Wells Fargo & Co. | 0.29% | 28,243 | $2.2M | Reduce -0.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.29% | 49,439 | $2.2M | Reduce -12.5% |
| GILD Gilead Sciences Inc. | 0.29% | 15,816 | $2.2M | Add +19.1% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 4,382 | $2.2M | Add +1.7% |
| AMGN Amgen Inc. | 0.28% | 6,089 | $2.1M | Add +29.5% |
| VGT Vanguard Info Tech ETF | 0.28% | 3,059 | $2.1M | Reduce -6.2% |
| MRK Merck & Co. Inc. | 0.28% | 17,577 | $2.1M | Add +27.1% |
| NEE Nextera Energy Inc. | 0.28% | 22,732 | $2.1M | Add +2.1% |
| MU Micron Technology Inc. | 0.26% | 6,017 | $2.0M | Add +32.9% |
| LOW Lowe's Cos Inc. | 0.26% | 8,349 | $2.0M | Add +14.7% |
| DE Deere & Co. | 0.25% | 3,461 | $1.9M | Add +13.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 42,222 | $1.9M | Reduce -18.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 19,781 | $1.9M | Reduce -6.0% |
| VZ Verizon Communications Inc. | 0.25% | 37,906 | $1.9M | Reduce -8.8% |
| AXP American Express Co. | 0.25% | 6,284 | $1.9M | Add +11.2% |
| MS Morgan Stanley | 0.25% | 11,438 | $1.9M | Add +5.3% |
| ORCL Oracle Corp. | 0.24% | 12,661 | $1.9M | Add +61.1% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 29,899 | $1.8M | Reduce -2.2% |
| GEV GE Vernova Inc. | 0.23% | 2,056 | $1.8M | Add +8.0% |
| PFE Pfizer Inc. | 0.23% | 62,151 | $1.7M | Reduce -9.1% |
| AMD Advanced Micro Devices | 0.22% | 8,438 | $1.7M | Add +15.7% |
| CRM Salesforce Inc. | 0.22% | 9,044 | $1.7M | Reduce -4.0% |
| WBD Warner Bros Discovery Inc. | 0.22% | 60,365 | $1.7M | Reduce -19.9% |
| MCD McDonald's Corp. | 0.22% | 5,331 | $1.7M | Add +10.2% |
| T AT&T Inc. | 0.21% | 56,669 | $1.6M | Add +5.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 6,753 | $1.6M | Add +1.1% |
| XLRE SS Real Estate Select Sector | 0.21% | 39,948 | $1.6M | Reduce -13.8% |
| VXUS Vanguard Total Intl Stock | 0.21% | 20,943 | $1.6M | Add +445.3% |
| UNH Unitedhealth Group Inc. | 0.21% | 5,928 | $1.6M | Add +24.3% |
| CVS CVS Health Corp. | 0.21% | 22,062 | $1.6M | Reduce -6.9% |
| GD General Dynamics Corp. | 0.21% | 4,607 | $1.6M | Add +3.1% |
| SGOV iShares 0-3 Month Treasury B | 0.20% | 15,557 | $1.6M | No change |
| BA The Boeing Co. | 0.20% | 7,833 | $1.6M | Reduce -7.9% |
| CTVA Corteva Inc. | 0.20% | 18,487 | $1.5M | Add +54.0% |
| INTC Intel Corp. | 0.20% | 34,804 | $1.5M | Add +21.0% |
| PEP Pepsico Inc. | 0.20% | 9,729 | $1.5M | Add +8.4% |
| XLB SS Materials Select Sector | 0.20% | 29,987 | $1.5M | Reduce -18.4% |
| WMB Williams Cos Inc. | 0.19% | 20,378 | $1.5M | Add +7.2% |
| KMI Kinder Morgan Inc. | 0.19% | 43,260 | $1.5M | Add +5.0% |
| PNC PNC Financial Services Group | 0.19% | 6,956 | $1.4M | Add +34.5% |
| COF Capital One Financial Corp. | 0.19% | 7,897 | $1.4M | Add +6.4% |
| ISRG Intuitive Surgical Inc. | 0.19% | 3,119 | $1.4M | Add +7.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.19% | 2 | $1.4M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 27,280 | $1.4M | Add +134.1% |
| CMCSA Comcast Corp. Class A | 0.19% | 49,567 | $1.4M | Add +18.4% |
| NOW ServiceNow Inc. | 0.18% | 13,501 | $1.4M | Add +48.6% |
| PM Philip Morris International | 0.18% | 8,512 | $1.4M | Add +9.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.18% | 12,840 | $1.4M | Add +127.5% |
| MDT Medtronic PLC | 0.18% | 16,055 | $1.4M | Reduce -3.3% |
| INTU Intuit Inc. | 0.18% | 3,199 | $1.4M | Add +34.5% |
| KO The Coca-Cola Co. | 0.18% | 17,942 | $1.4M | Add +24.2% |
| HON Honeywell International Inc. | 0.18% | 5,993 | $1.4M | Add +9.3% |
| LIN Linde PLC | 0.18% | 2,720 | $1.3M | Add +10.6% |
| NEM Newmont Corp. | 0.17% | 12,369 | $1.3M | Add +23.7% |
| UNP Union Pacific Corp. | 0.17% | 5,393 | $1.3M | Add +35.7% |
| PLD Prologis Inc. | 0.17% | 9,775 | $1.3M | Add +39.4% |
| LRCX Lam Research Corp. | 0.16% | 5,880 | $1.3M | Add +21.6% |
| SUB iShares Short-Term National | 0.16% | 11,297 | $1.2M | Add +6.3% |
| AEP American Electric Power | 0.16% | 9,132 | $1.2M | Add +5.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.15% | 24,840 | $1.2M | Add +4.9% |
| ANET Arista Networks Inc. | 0.15% | 9,520 | $1.2M | Add +5.3% |
| APH Amphenol Corp. Class A | 0.15% | 9,009 | $1.1M | Add +14.0% |
| COP Conocophillips | 0.15% | 8,580 | $1.1M | Add +22.5% |
| PG The Procter & Gamble Co. | 0.15% | 7,779 | $1.1M | Add +8.6% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.15% | 22,122 | $1.1M | Add +5.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 3,297 | $1.1M | Reduce -29.0% |
| MO Altria Group Inc. | 0.14% | 16,603 | $1.1M | Add +41.0% |
| SCHW Schwab (charles) Corp. | 0.14% | 11,613 | $1.1M | Add +3.3% |
| HCA HCA Healthcare Inc. | 0.14% | 2,302 | $1.1M | Add +17.8% |
| ITW Illinois Tool Works | 0.14% | 4,144 | $1.1M | Add +68.9% |
| UBER Uber Technologies Inc. | 0.14% | 14,994 | $1.1M | Add +7.0% |
| ORLY O'reilly Automotive Inc. | 0.14% | 11,434 | $1.1M | Add +1.9% |
| BKNG Booking Holdings Inc. | 0.14% | 249 | $1.0M | Reduce -1.2% |
| KLAC KLA Corp. | 0.14% | 710 | $1.0M | Add +24.8% |
| NKE Nike Inc. Class B | 0.13% | 19,411 | $1.0M | Reduce -8.8% |
| ECL Ecolab Inc. | 0.13% | 3,834 | $1.0M | Add +22.6% |
| ADBE Adobe Inc. | 0.13% | 4,193 | $1.0M | Add +4.0% |
| TT Trane Technologies PLC | 0.13% | 2,419 | $1.0M | Add +5.8% |
| ADI Analog Devices Inc. | 0.13% | 3,162 | $1.0M | Add +29.7% |
| SPGI S&P Global Inc. | 0.13% | 2,352 | $1.0M | Add +9.2% |
| CMI Cummins Inc. | 0.13% | 1,857 | $999K | Add +16.1% |
| WELL Welltower Inc. | 0.13% | 5,047 | $998K | Add +9.0% |
| CB Chubb Ltd. | 0.13% | 3,040 | $991K | Add +3.5% |
| TXN Texas Instruments Inc. | 0.13% | 5,076 | $985K | Add +25.1% |
| PEG Public Service Enterprise GP | 0.13% | 12,118 | $981K | Reduce -12.7% |
| HLT Hilton Worldwide Holdings Inc. | 0.13% | 3,207 | $975K | Add +25.8% |
| APD Air Products & Chemicals Inc. | 0.12% | 3,297 | $958K | Reduce -21.3% |
| PANW Palo Alto Networks Inc. | 0.12% | 5,939 | $952K | Reduce -8.1% |
| MMM 3M Co. | 0.12% | 6,487 | $942K | Add +10.4% |
| DHI D.R. Horton Inc. | 0.12% | 6,527 | $896K | Add +2.9% |
| PSX Phillips 66 | 0.12% | 4,915 | $895K | Add +6.6% |
| PGR Progressive Corp. | 0.12% | 4,500 | $892K | Add +15.6% |
| EMR Emerson Electric Co. | 0.12% | 6,805 | $892K | Add +9.2% |
| TRV The Travelers Cos Inc. | 0.12% | 3,039 | $886K | Add +28.9% |
| BDX Becton Dickinson and Co. | 0.12% | 5,628 | $885K | Add +1.0% |
| GM General Motors Co. | 0.11% | 11,703 | $872K | Add +14.0% |
| HWM Howmet Aerospace Inc. | 0.11% | 3,775 | $870K | Add +17.7% |
| ODFL Old Dominion Freight Line | 0.11% | 4,441 | $868K | Add +207.6% |
| CSX CSX Corp. | 0.11% | 20,968 | $861K | Add +18.7% |
| MCO Moody's Corp. | 0.11% | 1,949 | $850K | Add +84.0% |
| GLW Corning Inc. | 0.11% | 6,175 | $840K | Add +11.7% |
| MSI Motorola Solutions Inc. | 0.11% | 1,929 | $837K | Add +11.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.11% | 1,870 | $835K | Add +3.4% |
| LEGH Legacy Housing Corp. | 0.11% | 40,872 | $835K | No change |
| EFX Equifax Inc. | 0.11% | 4,621 | $832K | Reduce -12.5% |
| ICE Intercontinental Exchange Inc. | 0.11% | 5,287 | $832K | Add +5.3% |
| DD Dupont DE Nemours Inc. | 0.11% | 17,993 | $824K | Reduce -31.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.11% | 2,975 | $819K | Add +14.0% |
| GSK GSK PLC-Spon ADR | 0.11% | 14,783 | $816K | Reduce -35.9% |
| ACN Accenture PLC Class A | 0.10% | 4,036 | $800K | Add +33.6% |
| BX Blackstone Inc. | 0.10% | 6,936 | $798K | Reduce -5.1% |
| GWW WW Grainger Inc. | 0.10% | 718 | $783K | Add +14.0% |
| NOC Northrop Grumman Corp. | 0.10% | 1,144 | $780K | Add +7.0% |
| URI United Rentals Inc. | 0.10% | 1,068 | $778K | Add +12.5% |
| PWR Quanta Services Inc. | 0.10% | 1,412 | $775K | Add +12.5% |
| JCI Johnson Controls Internation | 0.10% | 5,903 | $773K | Add +29.4% |
| FAST Fastenal Co. | 0.10% | 16,574 | $769K | Add +40.1% |
| TFC Truist Financial Corp. | 0.10% | 16,652 | $765K | Add +17.2% |
| DUK Duke Energy Corp. | 0.10% | 5,716 | $748K | Add +13.8% |
| ETR Entergy Corp. | 0.10% | 6,578 | $739K | Add +5.7% |
| SPG Simon Property Group Inc. | 0.10% | 3,960 | $739K | Add +15.0% |
| ADSK Autodesk Inc. | 0.10% | 3,066 | $734K | Add +30.3% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.10% | 8,026 | $733K | Reduce -4.5% |
| VFH Vanguard Financials ETF | 0.10% | 6,064 | $733K | Reduce -4.4% |
| EQIX Equinix Inc. | 0.10% | 744 | $729K | Add +35.0% |
| QCOM Qualcomm Inc. | 0.09% | 5,608 | $722K | Add +7.7% |
| CTAS Cintas Corp. | 0.09% | 4,226 | $715K | Add +26.8% |
| ABT Abbott Laboratories | 0.09% | 6,920 | $710K | Reduce -12.4% |
| AKAM Akamai Technologies Inc. | 0.09% | 6,125 | $703K | Reduce -48.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 1,770 | $691K | Add +7.0% |
| SHW The Sherwin-Williams Co. | 0.09% | 2,150 | $689K | Add +31.1% |
| ROST Ross Stores Inc. | 0.09% | 3,117 | $675K | Add +30.8% |
| ALL Allstate Corp. | 0.09% | 3,254 | $675K | Add +12.7% |
| PHM Pultegroup Inc. | 0.09% | 5,690 | $669K | Add +185.5% |
| STZ Constellation Brands Inc. Class A | 0.09% | 4,436 | $665K | Reduce -30.9% |
| LNG Cheniere Energy Inc. | 0.09% | 2,336 | $663K | Add +21.4% |
| DLR Digital Realty Trust Inc. | 0.09% | 3,647 | $657K | Add +19.5% |
| TMUS T-Mobile US Inc. | 0.09% | 3,107 | $653K | Reduce -7.8% |
| MCK McKesson Corp. | 0.09% | 754 | $653K | Add +18.7% |
| FDX FedEx Corp. | 0.08% | 1,825 | $650K | Add +44.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.08% | 7,181 | $647K | Reduce -23.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.08% | 12,577 | $646K | Add +33.4% |
| BIIB Biogen Inc. | 0.08% | 3,523 | $646K | Reduce -38.5% |
| AMP Ameriprise Financial Inc. | 0.08% | 1,452 | $645K | Add +9.8% |
| IWO iShares Russell 2000 Growth | 0.08% | 2,034 | $638K | Reduce -8.1% |
| KKR KKR & Co. Inc. | 0.08% | 6,767 | $626K | Add +5.6% |
| ZTS Zoetis Inc. | 0.08% | 5,223 | $617K | Add +36.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.08% | 8,581 | $616K | Reduce -18.9% |
| LHX L3HARRIS Technologies Inc. | 0.08% | 1,782 | $615K | Add +16.5% |
| STX Seagate Technology Holdings | 0.08% | 1,553 | $608K | Add +44.9% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.08% | 8,329 | $604K | Reduce -39.1% |
| MAR Marriott International Class A | 0.08% | 1,831 | $599K | Add +31.1% |
| PCAR Paccar Inc. | 0.08% | 5,168 | $597K | Add +33.4% |
| CEG Constellation Energy | 0.08% | 2,136 | $596K | Reduce -9.1% |
| D Dominion Energy Inc. | 0.08% | 9,627 | $595K | Add +7.9% |
| FISV Fiserv Inc. | 0.08% | 10,660 | $595K | Reduce -25.2% |
| NET Cloudflare Inc. Class A | 0.08% | 2,882 | $595K | Add +8.9% |
| AMT American Tower Corp. | 0.08% | 3,439 | $593K | Add +23.8% |
| SYK Stryker Corp. | 0.08% | 1,806 | $593K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 902 | $586K | Reduce -1.1% |
| CME Cme Group Inc. | 0.08% | 1,974 | $583K | Add +16.1% |
| TGT Target Corp. | 0.08% | 4,802 | $582K | Add +86.3% |
| BF.B Brown-Forman Corp. Class B | 0.08% | 21,915 | $579K | Reduce -28.6% |
| FCX Freeport-McMoran Inc. | 0.07% | 9,766 | $574K | Add +33.4% |
| BSX Boston Scientific Corp. | 0.07% | 9,114 | $572K | Add +4.3% |
| NDAQ Nasdaq Inc. | 0.07% | 6,726 | $571K | Add +111.5% |
| TDG Transdigm Group Inc. | 0.07% | 488 | $566K | Reduce -6.3% |
| CPB The Campbell's Company | 0.07% | 25,209 | $561K | Reduce -6.3% |
| KMX Carmax Inc. | 0.07% | 13,397 | $557K | Reduce -37.7% |
| BAX Baxter International Inc. | 0.07% | 33,132 | $557K | Reduce -21.8% |
| KHC The Kraft Heinz Co. | 0.07% | 24,713 | $556K | Reduce -24.8% |
| MLM Martin Marietta Materials | 0.07% | 941 | $554K | Add +4.3% |
| ZBH Zimmer Biomet Holdings Inc. | 0.07% | 6,107 | $552K | Reduce -30.1% |
| CSGP Costar Group Inc. | 0.07% | 13,628 | $550K | New |
| CLX Clorox Company | 0.07% | 5,302 | $549K | New |
| CL Colgate-Palmolive Co. | 0.07% | 6,433 | $548K | Add +44.0% |
| CTSH Cognizant Tech Solutions-A | 0.07% | 8,885 | $545K | Add +158.8% |
| DEO Diageo PLC-Sponsored ADR | 0.07% | 7,283 | $542K | Reduce -18.0% |
| CAG Conagra Brands Inc. | 0.07% | 34,335 | $540K | Reduce -26.3% |
| HIG Hartford Insurance Group Inc. | 0.07% | 3,978 | $538K | Add +49.0% |
| TEL Te Connectivity PLC | 0.07% | 2,565 | $536K | Add +14.5% |
| IUSV iShares Core S&P U.S. Value | 0.07% | 5,191 | $531K | Add +19.6% |
| VLO Valero Energy Corp. | 0.07% | 2,142 | $529K | Add +8.7% |
| SO The Southern Co. | 0.07% | 5,444 | $526K | Add +23.6% |
| NUE Nucor Corp. | 0.07% | 3,095 | $523K | Reduce -64.7% |
| HEI.A Heico Corp. Class A | 0.07% | 2,477 | $523K | Reduce -1.4% |
| ADP Automatic Data Processing | 0.07% | 2,548 | $518K | Reduce -13.8% |
| REGN Regeneron Pharmaceuticals | 0.07% | 667 | $515K | Add +24.2% |
| SMH Vaneck Semiconductor ETF | 0.07% | 1,325 | $508K | Reduce -5.8% |
| MRVL Marvell Technology Inc. | 0.07% | 5,111 | $506K | Add +60.1% |
| BKR Baker Hughes Co. | 0.07% | 8,240 | $503K | Add +25.6% |
| KR Kroger Co. | 0.07% | 6,937 | $502K | Add +38.8% |
| IUSG iShares Core S&P U.S. Growth | 0.06% | 3,197 | $496K | Add +21.5% |
| OKE Oneok Inc. | 0.06% | 5,482 | $496K | Add +14.6% |
| MPC Marathon Petroleum Corp. | 0.06% | 2,028 | $495K | Add +9.2% |
| MRSH Marsh & McLennan Cos | 0.06% | 2,844 | $493K | Add +12.8% |
| MET Metlife Inc. | 0.06% | 6,945 | $491K | Add +8.5% |
| TRGP Targa Resources Corp. | 0.06% | 1,958 | $491K | Add +13.2% |
| APP AppLovin Corp. Class A | 0.06% | 1,230 | $490K | Reduce -11.9% |
| CBRE CBRE Group Inc. Class A | 0.06% | 3,608 | $489K | Add +1.0% |
| DHR Danaher Corp. | 0.06% | 2,551 | $484K | Add +3.1% |
| COR Cencora Inc. | 0.06% | 1,518 | $477K | Add +1.3% |
| FITB Fifth Third Bancorp | 0.06% | 10,126 | $470K | Add +18.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.06% | 39,870 | $460K | Add +0.3% |
| SBUX Starbucks Corp. | 0.06% | 5,124 | $459K | Add +15.4% |
| STT State Street Corp. | 0.06% | 3,627 | $459K | Add +4.6% |
| MNST Monster Beverage Corp. | 0.06% | 6,330 | $459K | Add +11.5% |
| BR Broadridge Financial Solutio | 0.06% | 2,819 | $458K | New |
| ROK Rockwell Automation Inc. | 0.06% | 1,260 | $452K | Add +69.6% |
| O Realty Income Corp. | 0.06% | 7,351 | $450K | Add +11.9% |
| SYF Synchrony Financial | 0.06% | 6,553 | $446K | Add +0.4% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 3,008 | $445K | Add +0.3% |
| HOOD Robinhood Markets Inc. Class A | 0.06% | 6,376 | $442K | Reduce -12.4% |
| EBAY eBay Inc. | 0.06% | 4,837 | $440K | Add +13.4% |
| CLMT Calumet Inc. | 0.06% | 12,253 | $440K | Reduce -4.7% |
| PKE Park Aerospace Corp. | 0.06% | 15,683 | $429K | Reduce -21.4% |
| WM Waste Management Inc. | 0.06% | 1,868 | $429K | Add +47.9% |
| WAB Wabtec Corp. | 0.06% | 1,717 | $429K | Add +5.8% |
| CAH Cardinal Health Inc. | 0.06% | 2,002 | $423K | Add +9.6% |
| EFA iShares MSCI Eafe ETF | 0.05% | 4,287 | $416K | Add +6.0% |
| MSCI MSCI Inc. | 0.05% | 769 | $415K | Add +61.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 1,996 | $413K | Add +7.4% |
| NSC Norfolk Southern Corp. | 0.05% | 1,416 | $406K | Add +24.4% |
| PRU Prudential Financial Inc. | 0.05% | 4,149 | $405K | Add +27.0% |
| CPRT Copart Inc. | 0.05% | 12,179 | $404K | Reduce -28.0% |
| PFG Principal Financial Group | 0.05% | 4,454 | $401K | Reduce -5.0% |
| VOO Vanguard S&P 500 ETF | 0.05% | 667 | $398K | Reduce -76.4% |
| AIG American International Group | 0.05% | 5,291 | $398K | Reduce -3.1% |
| ADM Archer-Daniels-Midland Co. | 0.05% | 5,448 | $396K | Add +38.6% |
| ES Eversource Energy | 0.05% | 5,697 | $395K | Add +63.0% |
| SHYM iShares Short Duration High | 0.05% | 17,866 | $393K | Add +41.6% |
| MINO PIMCO Municipal Income Oppor | 0.05% | 8,699 | $393K | Add +3.7% |
| MELI MercadoLibre Inc. | 0.05% | 226 | $391K | Reduce -28.3% |
| RMD Resmed Inc. | 0.05% | 1,713 | $384K | Add +24.2% |
| IWN iShares Russell 2000 Value E | 0.05% | 1,995 | $378K | Reduce -10.1% |
| CRH CRH PLC | 0.05% | 3,595 | $378K | Add +29.2% |
| IBKR Interactive Brokers Gro Class A | 0.05% | 5,567 | $373K | Reduce -0.4% |
| WDC Western Digital Corp. | 0.05% | 1,370 | $371K | New |
| DASH DoorDash Inc. Class A | 0.05% | 2,453 | $368K | Reduce -5.9% |
| NXPI NXP Semiconductors NV | 0.05% | 1,861 | $366K | Add +39.1% |
| PSA Public Storage | 0.05% | 1,340 | $363K | Add +15.8% |
| VRSN Verisign Inc. | 0.05% | 1,459 | $362K | New |
| SRE Sempra | 0.05% | 3,712 | $361K | Add +24.3% |
| KEYS Keysight Technologies Inc. | 0.05% | 1,269 | $358K | New |
| SNDK Sandisk Corp. | 0.05% | 558 | $355K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 1,095 | $351K | No change |
| GRMN Garmin Ltd. | 0.04% | 1,488 | $345K | Add +28.6% |
| COHR Coherent Corp. | 0.04% | 1,442 | $343K | Add +0.9% |
| AFL Aflac Inc. | 0.04% | 3,126 | $343K | Add +28.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.04% | 259 | $343K | Reduce -76.7% |
| FERG Ferguson Enterprises Inc. | 0.04% | 1,467 | $342K | Add +24.0% |
| AME Ametek Inc. | 0.04% | 1,589 | $341K | New |
| VMC Vulcan Materials Co. | 0.04% | 1,244 | $339K | Add +1.1% |
| ROIV Roivant Sciences Ltd. | 0.04% | 12,000 | $332K | No change |
| EOG EOG Resources Inc. | 0.04% | 2,289 | $331K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.04% | 7,784 | $329K | New |
| FTNT Fortinet Inc. | 0.04% | 4,002 | $327K | Add +37.5% |
| CDNS Cadence Design SYS Inc. | 0.04% | 1,172 | $326K | Add +23.4% |
| XYL Xylem Inc. | 0.04% | 2,637 | $315K | Reduce -5.7% |
| EXR Extra Space Storage Inc. | 0.04% | 2,400 | $315K | Add +32.7% |
| ATO Atmos Energy Corp. | 0.04% | 1,703 | $315K | Reduce -0.8% |
| IDXX Idexx Laboratories Inc. | 0.04% | 554 | $311K | Add +8.2% |
| EW Edwards Lifesciences Corp. | 0.04% | 3,880 | $311K | Add +4.4% |
| UPS United Parcel Service Class B | 0.04% | 3,157 | $311K | Add +47.6% |
| XEL Xcel Energy Inc. | 0.04% | 3,883 | $308K | Add +7.3% |
| EXC Exelon Corp. | 0.04% | 6,203 | $304K | Add +17.9% |
| SYY Sysco Corp. | 0.04% | 4,218 | $301K | Reduce -7.9% |
| MPWR Monolithic Power Systems Inc. | 0.04% | 274 | $300K | New |
| WEC WEC Energy Group Inc. | 0.04% | 2,581 | $299K | Reduce -3.6% |
| AMLP Alerian MLP ETF | 0.04% | 5,635 | $297K | Add +11.9% |
| APO Apollo Global Management Inc. | 0.04% | 2,642 | $294K | Add +8.0% |
| DOV Dover Corp. | 0.04% | 1,410 | $294K | Add +1.7% |
| ELV Elevance Health Inc. | 0.04% | 993 | $291K | Add +17.0% |
| VTR Ventas Inc. | 0.04% | 3,508 | $287K | Add +2.5% |
| ED Consolidated Edison Inc. | 0.04% | 2,503 | $283K | New |
| AMLX Amylyx Pharmaceuticals Inc. | 0.04% | 20,265 | $282K | No change |
| TSCO Tractor Supply Company | 0.04% | 6,191 | $280K | Add +33.4% |
| ARES Ares Management Corp. Class A | 0.04% | 2,558 | $279K | Reduce -14.9% |
| DAL Delta Air Lines Inc. | 0.04% | 4,197 | $279K | Add +16.4% |
| PTC PTC Inc. | 0.04% | 1,948 | $278K | New |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.04% | 4,685 | $277K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 2,694 | $275K | Reduce -4.3% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 4,628 | $267K | Add +14.4% |
| PKG Packaging Corp. of America | 0.03% | 1,255 | $266K | New |
| CCI Crown Castle Inc. | 0.03% | 3,236 | $263K | Add +37.2% |
| SNOW Snowflake Inc. | 0.03% | 1,711 | $258K | Reduce -7.5% |
| NTAP Netapp Inc. | 0.03% | 2,511 | $257K | New |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 1,756 | $256K | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 442 | $255K | No change |
| CARR Carrier Global Corp. | 0.03% | 4,453 | $251K | New |
| TD Toronto-Dominion Bank | 0.03% | 2,641 | $246K | No change |
| AZO AutoZone Inc. | 0.03% | 72 | $244K | Reduce -22.6% |
| RF Regions Financial Corp. | 0.03% | 9,271 | $242K | New |
| AON Aon PLC Class A | 0.03% | 745 | $240K | New |
| STE Steris PLC | 0.03% | 1,075 | $238K | New |
| XYZ Block Inc. | 0.03% | 3,912 | $235K | Reduce -26.8% |
| PYPL PayPal Holdings Inc. | 0.03% | 5,197 | $235K | Reduce -13.7% |
| DRI Darden Restaurants Inc. | 0.03% | 1,191 | $233K | Reduce -1.4% |
| LEN Lennar Corp. Class A | 0.03% | 2,668 | $232K | Reduce -27.7% |
| MCHP Microchip Technology Inc. | 0.03% | 3,572 | $231K | Reduce -79.9% |
| COIN Coinbase Global Inc. Class A | 0.03% | 1,307 | $228K | Reduce -24.0% |
| TTWO Take-Two Interactive Softwre | 0.03% | 1,152 | $227K | Reduce -12.2% |
| RSG Republic Services Inc. | 0.03% | 1,025 | $224K | New |
| VRT Vertiv Holdings Co. Class A | 0.03% | 889 | $223K | New |
| EA Electronic Arts Inc. | 0.03% | 1,086 | $221K | Reduce -2.5% |
| KTOS Kratos Defense & Security | 0.03% | 3,059 | $216K | Reduce -6.1% |
| A Agilent Technologies Inc. | 0.03% | 1,882 | $215K | Add +18.4% |
| NRG NRG Energy Inc. | 0.03% | 1,461 | $214K | Reduce -0.3% |
| IVW iShares S&P 500 Growth ETF | 0.03% | 1,879 | $213K | No change |
| VEEV Veeva Systems Inc. Class A | 0.03% | 1,202 | $211K | Reduce -40.3% |
| ABNB Airbnb Inc. Class A | 0.03% | 1,666 | $210K | New |
| FLJP Franklin Ftse Japan ETF | 0.03% | 5,800 | $210K | Reduce -1.8% |
| IQV Iqvia Holdings Inc. | 0.03% | 1,220 | $208K | Reduce -18.7% |
| PAVE Global X US Infrastructure | 0.03% | 4,087 | $208K | Reduce -6.1% |
| DTE DTE Energy Company | 0.03% | 1,395 | $204K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 10,830 | $184K | Reduce -1.6% |
| ABUS Arbutus Biopharma Corp. | 0.02% | 40,000 | $180K | No change |
| OBDC Blue Owl Capital Corp. | 0.02% | 14,000 | $155K | Reduce -39.8% |
| VLY Valley National Bancorp | 0.02% | 10,669 | $131K | No change |
| AVXL Anavex Life Sciences Corp. | 0.00% | 10,000 | $31K | No change |