| AAPL Apple Inc. | 8.30% | 1,321,332 | $278.3M | Reduce -6.8% |
| MSFT Microsoft Corp. | 5.74% | 430,760 | $192.5M | Reduce -7.5% |
| NVDA Nvidia Corp. | 5.51% | 1,495,432 | $184.7M | Reduce -12.5% |
| AVGO Broadcom Inc. | 4.74% | 98,931 | $158.8M | Reduce -7.4% |
| GOOG Alphabet Inc. Class C | 4.30% | 786,439 | $144.2M | Reduce -9.3% |
| AMZN Amazon.com Inc. | 3.47% | 601,336 | $116.2M | Reduce -5.6% |
| GOOGL Alphabet Inc. Class A | 2.57% | 473,859 | $86.3M | Reduce -9.0% |
| WMT Walmart Inc. | 2.56% | 1,266,361 | $85.7M | Reduce -10.8% |
| JPM JPMorgan Chase & Co. | 2.38% | 394,176 | $79.7M | Reduce -10.9% |
| META Meta Platforms Inc. Class A | 2.23% | 148,190 | $74.7M | Reduce -5.3% |
| MRK Merck & Co. Inc. | 2.14% | 580,468 | $71.9M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 2.05% | 125,746 | $68.8M | Add +1.0% |
| BSX Boston Scientific Corp. | 1.73% | 754,443 | $58.1M | Reduce -11.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.62% | 1,366,705 | $54.4M | Reduce -8.5% |
| V Visa Inc. Class A | 1.54% | 196,331 | $51.5M | Reduce -7.9% |
| TMO Thermo Fisher Scientific Inc. | 1.53% | 93,067 | $51.5M | Reduce -14.6% |
| ABT Abbott Laboratories | 1.51% | 486,490 | $50.6M | Reduce -10.2% |
| AMD Advanced Micro Devices | 1.41% | 290,416 | $47.1M | Reduce -7.8% |
| GS Goldman Sachs Group Inc. | 1.38% | 101,980 | $46.1M | Reduce -2.5% |
| JNJ Johnson & Johnson | 1.34% | 307,388 | $44.9M | Reduce -11.7% |
| TER Teradyne Inc. | 1.33% | 300,673 | $44.6M | Reduce -6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 79,871 | $43.5M | Reduce -4.4% |
| RTX RTX Corp. | 1.28% | 427,038 | $42.9M | Reduce -11.1% |
| WM Waste Management Inc. | 1.16% | 181,827 | $38.8M | Reduce -5.7% |
| HD Home Depot Inc. | 1.13% | 110,504 | $38.0M | Reduce -9.8% |
| XYL Xylem Inc. | 1.13% | 278,529 | $37.8M | Reduce -12.8% |
| CL Colgate-Palmolive Co. | 1.11% | 382,042 | $37.1M | Reduce -10.5% |
| IJH iShares Core S&P Midcap ETF | 1.08% | 620,786 | $36.3M | Add +0.8% |
| DE Deere & Co. | 1.04% | 93,375 | $34.9M | Reduce -9.8% |
| BDX Becton Dickinson and Co. | 0.94% | 135,034 | $31.6M | Reduce -6.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.91% | 140,493 | $30.6M | Reduce -2.5% |
| INTU Intuit Inc. | 0.87% | 44,282 | $29.1M | Reduce -10.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.86% | 201,898 | $28.8M | Add +3.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.84% | 27,506 | $28.1M | Reduce -2.3% |
| OTIS Otis Worldwide Corp. | 0.82% | 285,977 | $27.5M | Reduce -9.3% |
| MRSH Marsh & McLennan Cos | 0.80% | 127,311 | $26.8M | Reduce -8.8% |
| VOO Vanguard S&P 500 ETF | 0.79% | 52,993 | $26.5M | Add +1.0% |
| HON Honeywell International Inc. | 0.74% | 115,639 | $24.7M | Reduce -3.1% |
| ORCL Oracle Corp. | 0.68% | 160,985 | $22.7M | Reduce -1.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.68% | 254,225 | $22.7M | Reduce -4.2% |
| MDT Medtronic PLC | 0.66% | 280,808 | $22.1M | Reduce -3.1% |
| ECL Ecolab Inc. | 0.63% | 89,295 | $21.3M | Reduce -4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 50,065 | $20.4M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 202,378 | $20.1M | Reduce -18.6% |
| CRM Salesforce Inc. | 0.58% | 76,207 | $19.6M | Reduce -15.2% |
| GEHC GE Healthcare Technology | 0.56% | 239,356 | $18.7M | Reduce -1.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.55% | 313,357 | $18.4M | Reduce -8.3% |
| MDY State Street SPDR S&P Midcap | 0.54% | 33,661 | $18.0M | Reduce -5.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 71,217 | $17.2M | Reduce -2.7% |
| ZTS Zoetis Inc. | 0.50% | 97,479 | $16.9M | Reduce -2.4% |
| ABNB Airbnb Inc. Class A | 0.50% | 110,432 | $16.7M | Reduce -14.5% |
| UPS United Parcel Service Class B | 0.49% | 120,140 | $16.4M | Reduce -4.6% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 151,829 | $16.2M | Add +2.1% |
| BSV Vanguard Short-Term Bond ETF | 0.47% | 203,293 | $15.6M | Reduce -6.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.43% | 16,097 | $14.5M | Reduce -0.2% |
| ITW Illinois Tool Works | 0.43% | 60,352 | $14.3M | Reduce -9.6% |
| CME Cme Group Inc. | 0.42% | 70,792 | $13.9M | Reduce -15.5% |
| NKE Nike Inc. Class B | 0.41% | 182,685 | $13.8M | Reduce -11.8% |
| GM General Motors Co. | 0.41% | 295,392 | $13.7M | Reduce -19.4% |
| XOM Exxon Mobil Corp. | 0.40% | 117,844 | $13.6M | Reduce -14.2% |
| PEP Pepsico Inc. | 0.40% | 80,567 | $13.3M | Reduce -25.9% |
| ROP Roper Technologies Inc. | 0.39% | 23,323 | $13.1M | Reduce -0.7% |
| ADSK Autodesk Inc. | 0.39% | 52,680 | $13.0M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.38% | 38,671 | $12.9M | Reduce -4.7% |
| DHR Danaher Corp. | 0.37% | 49,555 | $12.4M | Reduce -5.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 110,473 | $12.2M | Reduce -0.8% |
| ADP Automatic Data Processing | 0.33% | 46,240 | $11.0M | Reduce -26.7% |
| FISV Fiserv Inc. | 0.33% | 73,958 | $11.0M | No change |
| ROST Ross Stores Inc. | 0.30% | 70,226 | $10.2M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.29% | 58,998 | $9.7M | Reduce -30.6% |
| ACN Accenture PLC Class A | 0.28% | 31,220 | $9.5M | Reduce -2.8% |
| MCD McDonald's Corp. | 0.27% | 36,070 | $9.2M | Reduce -20.0% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 130,680 | $8.6M | Reduce -5.5% |
| EW Edwards Lifesciences Corp. | 0.25% | 91,794 | $8.5M | Reduce -0.3% |
| UL Unilever PLC | 0.24% | 146,024 | $8.0M | New |
| AMGN Amgen Inc. | 0.24% | 25,525 | $8.0M | Reduce -4.8% |
| AXP American Express Co. | 0.23% | 33,620 | $7.8M | Add +2.2% |
| KO The Coca-Cola Co. | 0.22% | 115,193 | $7.3M | Reduce -17.6% |
| ABBV Abbvie Inc. | 0.22% | 42,710 | $7.3M | Reduce -28.1% |
| COST Costco Wholesale Corp. | 0.17% | 6,844 | $5.8M | Reduce -5.7% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.17% | 53,380 | $5.7M | Add +6.5% |
| DEO Diageo PLC-Sponsored ADR | 0.17% | 43,902 | $5.5M | Reduce -21.3% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 111,157 | $5.5M | Reduce -10.0% |
| EMR Emerson Electric Co. | 0.15% | 46,865 | $5.2M | Reduce -9.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 26,538 | $4.6M | Reduce -10.0% |
| IDXX Idexx Laboratories Inc. | 0.13% | 8,972 | $4.4M | Add +4.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.13% | 79,180 | $4.2M | Reduce -36.2% |
| MMM 3M Co. | 0.12% | 39,115 | $4.0M | Reduce -14.2% |
| LIN Linde PLC | 0.12% | 9,085 | $4.0M | Reduce -3.7% |
| CVX Chevron Corp. | 0.12% | 24,933 | $3.9M | Reduce -1.0% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 23,609 | $3.8M | Reduce -17.2% |
| XLF SS Financial Select Sector | 0.11% | 90,730 | $3.7M | No change |
| APD Air Products & Chemicals Inc. | 0.11% | 14,275 | $3.7M | Reduce -1.8% |
| UNP Union Pacific Corp. | 0.11% | 15,966 | $3.6M | Reduce -1.1% |
| INDB Independent Bank Corp. | 0.10% | 67,700 | $3.4M | Reduce -2.6% |
| CVS CVS Health Corp. | 0.10% | 57,413 | $3.4M | Add +1.1% |
| CHKP Check Point Software Tech | 0.10% | 19,877 | $3.3M | Reduce -3.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 5 | $3.1M | No change |
| CARR Carrier Global Corp. | 0.09% | 47,244 | $3.0M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.09% | 5,332 | $3.0M | Reduce -7.8% |
| CB Chubb Ltd. | 0.09% | 11,346 | $2.9M | Reduce -0.7% |
| SUB iShares Short-Term National | 0.08% | 26,665 | $2.8M | Reduce -8.7% |
| GILD Gilead Sciences Inc. | 0.08% | 39,360 | $2.7M | Reduce -4.6% |
| BKNG Booking Holdings Inc. | 0.08% | 646 | $2.6M | Reduce -11.9% |
| PCAR Paccar Inc. | 0.07% | 23,955 | $2.5M | No change |
| INTC Intel Corp. | 0.07% | 78,404 | $2.4M | Reduce -6.7% |
| EBAY eBay Inc. | 0.07% | 44,792 | $2.4M | Reduce -35.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 22,620 | $2.3M | Reduce -10.1% |
| DELL Dell Technologies -C | 0.07% | 16,700 | $2.3M | Reduce -1.2% |
| ESGV Vanguard ESG US Stock ETF | 0.07% | 23,460 | $2.3M | Add +0.1% |
| KMB Kimberly-Clark Corp. | 0.07% | 16,390 | $2.3M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 0.06% | 2,400 | $2.2M | Reduce -12.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 5,566 | $2.1M | No change |
| PNC PNC Financial Services Group | 0.06% | 13,115 | $2.0M | Reduce -17.1% |
| USB US Bancorp | 0.06% | 50,279 | $2.0M | Reduce -13.2% |
| SYY Sysco Corp. | 0.06% | 26,441 | $1.9M | Reduce -10.5% |
| CMCSA Comcast Corp. Class A | 0.05% | 46,426 | $1.8M | Reduce -4.9% |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 23,014 | $1.8M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.05% | 9,098 | $1.8M | Reduce -25.3% |
| CSX CSX Corp. | 0.05% | 52,668 | $1.8M | No change |
| WAT Waters Corp. | 0.05% | 6,040 | $1.8M | Reduce -5.1% |
| SYK Stryker Corp. | 0.05% | 5,111 | $1.7M | Reduce -79.5% |
| DOV Dover Corp. | 0.05% | 9,131 | $1.6M | Reduce -20.1% |
| NTRS Northern Trust Corp. | 0.05% | 19,231 | $1.6M | Reduce -7.3% |
| COP Conocophillips | 0.05% | 13,732 | $1.6M | Reduce -9.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 20,976 | $1.5M | Add +17.5% |
| PFE Pfizer Inc. | 0.04% | 53,467 | $1.5M | Reduce -22.9% |
| LOW Lowe's Cos Inc. | 0.04% | 6,764 | $1.5M | Add +5.5% |
| EFA iShares MSCI Eafe ETF | 0.04% | 18,457 | $1.4M | Reduce -2.6% |
| BX Blackstone Inc. | 0.04% | 11,266 | $1.4M | Reduce -1.0% |
| LULU Lululemon Athletica Inc. | 0.04% | 4,570 | $1.4M | No change |
| VGT Vanguard Info Tech ETF | 0.04% | 2,332 | $1.3M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 5,655 | $1.3M | No change |
| BROOKLINE BANCORP INC | 0.04% | 153,416 | $1.3M | No change |
| VLTO Veralto Corp. | 0.04% | 13,404 | $1.3M | Reduce -11.4% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 29,973 | $1.2M | Reduce -2.8% |
| GEV GE Vernova Inc. | 0.04% | 7,128 | $1.2M | No change |
| CSCO Cisco Systems Inc. | 0.04% | 25,641 | $1.2M | Reduce -27.6% |
| EEM iShares MSCI Emerging Market | 0.04% | 28,004 | $1.2M | Reduce -10.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.04% | 10,040 | $1.2M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 4,325 | $1.2M | Add +1.4% |
| NEE Nextera Energy Inc. | 0.03% | 16,321 | $1.2M | Reduce -38.7% |
| VWO Vanguard Ftse Emerging Marke | 0.03% | 26,390 | $1.2M | Reduce -43.0% |
| MTD Mettler-Toledo International | 0.03% | 800 | $1.1M | No change |
| IYW iShares Ustechnology ETF | 0.03% | 7,195 | $1.1M | Reduce -1.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.03% | 22,824 | $1.1M | Reduce -10.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.03% | 10,360 | $1.0M | No change |
| KLAC KLA Corp. | 0.03% | 1,214 | $1.0M | No change |
| AFL Aflac Inc. | 0.03% | 11,199 | $1.0M | No change |
| VXF Vanguard Extended Market ETF | 0.03% | 5,909 | $997K | Reduce -6.9% |
| DFAC Dimensional US Core Equity 2 | 0.03% | 30,274 | $976K | No change |
| TD Toronto-Dominion Bank | 0.03% | 17,294 | $950K | No change |
| CI The Cigna Group | 0.03% | 2,850 | $942K | Reduce -1.4% |
| COF Capital One Financial Corp. | 0.03% | 6,564 | $909K | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.03% | 1,838 | $859K | Reduce -14.7% |
| WFC Wells Fargo & Co. | 0.03% | 14,309 | $850K | No change |
| MA Mastercard Inc. Class A | 0.02% | 1,861 | $821K | Reduce -3.7% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 9,961 | $808K | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 1,673 | $802K | Add +0.7% |
| PFF iShares Preferred & Income S | 0.02% | 25,215 | $796K | No change |
| NSC Norfolk Southern Corp. | 0.02% | 3,686 | $791K | Reduce -30.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 13,059 | $782K | No change |
| FTV Fortive Corp. | 0.02% | 10,408 | $771K | Reduce -1.3% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 6,626 | $745K | No change |
| AIG American International Group | 0.02% | 10,018 | $744K | No change |
| ANIK Anika Therapeutics Inc. | 0.02% | 28,800 | $730K | No change |
| TXN Texas Instruments Inc. | 0.02% | 3,635 | $707K | Add +1.3% |
| IWM iShares Russell 2000 ETF | 0.02% | 3,458 | $702K | Reduce -30.4% |
| DFUV Dimensional US Marketwide Va | 0.02% | 17,795 | $699K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 3,822 | $698K | No change |
| VZ Verizon Communications Inc. | 0.02% | 16,760 | $691K | Reduce -3.4% |
| DGX Quest Diagnostics Inc. | 0.02% | 4,998 | $684K | No change |
| QCOM Qualcomm Inc. | 0.02% | 3,393 | $676K | Reduce -1.4% |
| IGM iShares Expanded Tech Sector | 0.02% | 7,050 | $665K | No change |
| HOLX Hologic Inc. | 0.02% | 8,921 | $662K | Reduce -0.3% |
| TPL Texas Pacific Land Corp. | 0.02% | 898 | $659K | No change |
| BAX Baxter International Inc. | 0.02% | 19,659 | $658K | Reduce -2.7% |
| ADI Analog Devices Inc. | 0.02% | 2,861 | $653K | No change |
| LRCX Lam Research Corp. | 0.02% | 610 | $650K | Reduce -9.6% |
| PAYX Paychex Inc. | 0.02% | 5,367 | $636K | Reduce -39.0% |
| PM Philip Morris International | 0.02% | 6,115 | $620K | Reduce -31.6% |
| T AT&T Inc. | 0.02% | 31,944 | $610K | Reduce -1.1% |
| TRV The Travelers Cos Inc. | 0.02% | 2,973 | $605K | Add +2.4% |
| DVY iShares Select Dividend ETF | 0.02% | 4,945 | $598K | Reduce -0.6% |
| MS Morgan Stanley | 0.02% | 5,764 | $560K | Reduce -10.4% |
| IVE iShares S&P 500 Value ETF | 0.02% | 2,968 | $540K | No change |
| BIV Vanguard Intermediate-Term B | 0.02% | 7,077 | $530K | Add +33.0% |
| GLD SPDR Gold Shares | 0.02% | 2,360 | $507K | No change |
| J Jacobs Solutions Inc. | 0.01% | 3,604 | $504K | Reduce -2.7% |
| GIS General Mills Inc. | 0.01% | 7,763 | $491K | Reduce -6.6% |
| LHX L3HARRIS Technologies Inc. | 0.01% | 2,176 | $489K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 6,303 | $487K | Reduce -34.7% |
| O Realty Income Corp. | 0.01% | 8,931 | $472K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.01% | 6,494 | $461K | Reduce -7.2% |
| SOLV Solventum Corp. | 0.01% | 8,643 | $457K | Reduce -24.1% |
| IWB iShares Russell 1000 ETF | 0.01% | 1,525 | $454K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 1,696 | $440K | No change |
| HXL Hexcel Corp. | 0.01% | 6,980 | $436K | No change |
| PRU Prudential Financial Inc. | 0.01% | 3,714 | $435K | Reduce -10.2% |
| ETN Eaton Corp. PLC | 0.01% | 1,381 | $433K | No change |
| IYH iShares U.S. Healthcare ETF | 0.01% | 6,850 | $420K | Reduce -3.2% |
| SHOP Shopify Inc. Class A | 0.01% | 6,255 | $413K | Reduce -2.6% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 2,493 | $410K | Add +80.1% |
| TT Trane Technologies PLC | 0.01% | 1,201 | $395K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 841 | $394K | No change |
| HOMB Home Bancshares Inc. | 0.01% | 16,340 | $392K | No change |
| IYF iShares US Financials ETF | 0.01% | 4,110 | $389K | Reduce -2.3% |
| PHYS Sprott Physical Gold Trust | 0.01% | 21,000 | $379K | No change |
| RMD Resmed Inc. | 0.01% | 1,979 | $379K | No change |
| IWF iShares Russell 1000 Growth | 0.01% | 1,025 | $374K | Add +24.2% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 2,915 | $371K | No change |
| WY Weyerhaeuser Co. | 0.01% | 12,883 | $366K | Reduce -6.7% |
| SHEL Shell PLC-ADR | 0.01% | 5,034 | $363K | Reduce -16.7% |
| COIN Coinbase Global Inc. Class A | 0.01% | 1,550 | $344K | No change |
| DUK Duke Energy Corp. | 0.01% | 3,370 | $338K | No change |
| NFLX Netflix Inc. | 0.01% | 488 | $329K | Add +2.5% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.01% | 7,365 | $328K | No change |
| TGT Target Corp. | 0.01% | 2,210 | $327K | No change |
| ICLN iShares Global Clean Energy | 0.01% | 24,373 | $325K | Reduce -11.6% |
| CDNS Cadence Design SYS Inc. | 0.01% | 1,044 | $321K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 810 | $317K | No change |
| EPD Enterprise Products Partners | 0.01% | 10,474 | $304K | Reduce -6.7% |
| AMAT Applied Materials Inc. | 0.01% | 1,184 | $279K | Reduce -28.2% |
| WSO Watsco Inc. | 0.01% | 602 | $279K | No change |
| GPC Genuine Parts Co. | 0.01% | 1,968 | $272K | No change |
| MCHP Microchip Technology Inc. | 0.01% | 2,970 | $272K | No change |
| HSY The Hershey Co. | 0.01% | 1,470 | $270K | Reduce -17.9% |
| AMP Ameriprise Financial Inc. | 0.01% | 626 | $267K | Reduce -10.9% |
| DD Dupont DE Nemours Inc. | 0.01% | 3,282 | $264K | No change |
| CMI Cummins Inc. | 0.01% | 932 | $258K | Add +7.6% |
| PLD Prologis Inc. | 0.01% | 2,290 | $257K | Reduce -2.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 4,306 | $247K | No change |
| AMT American Tower Corp. | 0.01% | 1,263 | $246K | Reduce -19.0% |
| APPF Appfolio Inc. Class A | 0.01% | 1,000 | $245K | No change |
| MCK McKesson Corp. | 0.01% | 409 | $239K | No change |
| AME Ametek Inc. | 0.01% | 1,417 | $236K | Add +11.8% |
| PSX Phillips 66 | 0.01% | 1,658 | $234K | No change |
| CTSH Cognizant Tech Solutions-A | 0.01% | 3,400 | $231K | Reduce -50.5% |
| WTRG Essential Utilities Inc. | 0.01% | 6,174 | $230K | No change |
| VGK Vanguard Ftse Europe ETF | 0.01% | 3,435 | $229K | No change |
| ISRG Intuitive Surgical Inc. | 0.01% | 515 | $229K | Reduce -42.4% |
| PPG PPG Industries Inc. | 0.01% | 1,807 | $227K | No change |
| DRI Darden Restaurants Inc. | 0.01% | 1,496 | $226K | No change |
| HAL Halliburton Co. | 0.01% | 6,594 | $223K | No change |
| SNN Smith & Nephew PLC -Spon ADR | 0.01% | 8,710 | $216K | Reduce -67.3% |
| ES Eversource Energy | 0.01% | 3,803 | $216K | Reduce -10.8% |
| WAB Wabtec Corp. | 0.01% | 1,363 | $215K | New |
| XLV SS Health Care Select Sector | 0.01% | 1,470 | $214K | Add +0.7% |
| STT State Street Corp. | 0.01% | 2,872 | $213K | Reduce -36.2% |
| REGN Regeneron Pharmaceuticals | 0.01% | 200 | $210K | New |
| EPS Wisdomtree US Large Cap Fund | 0.01% | 3,602 | $205K | New |
| TAN Invesco Solar ETF | 0.01% | 5,080 | $204K | Reduce -1.1% |
| DGRO iShares Core Dividend Growth | 0.01% | 3,542 | $204K | No change |
| XLI SS Industrial Select Sector | 0.01% | 1,645 | $200K | No change |
| EOG EOG Resources Inc. | 0.01% | 1,592 | $200K | Reduce -4.5% |
| ET Energy Transfer LP | 0.01% | 10,300 | $167K | No change |
| MERSANA THERAPEUTICS INC | 0.00% | 23,529 | $47K | No change |
| CLNE Clean Energy Fuels Corp. | 0.00% | 10,000 | $27K | No change |