| IVV iShares Core S&P 500 ETF | 5.96% | 140,605 | $81.1M | Add +4.3% |
| SGOV iShares 0-3 Month Treasury B | 5.21% | 703,452 | $70.9M | Add +3.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.31% | 1,150,249 | $58.6M | Add +28.8% |
| MEAR Ishrs Short Mat Muni Act ETF | 4.15% | 1,121,077 | $56.4M | Add +30.3% |
| DSTL Distillate US Fundamental St | 3.68% | 882,469 | $50.1M | Add +3.4% |
| VIG Vanguard Dividend Apprec ETF | 3.67% | 251,311 | $50.0M | Add +3.4% |
| SCHR Schwab Intermediate-Term US | 3.23% | 868,687 | $44.0M | Add +13.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.06% | 524,196 | $41.6M | Add +12.0% |
| IJH iShares Core S&P Midcap ETF | 3.01% | 657,561 | $41.0M | Add +4.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.13% | 402,996 | $28.9M | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 2.05% | 238,813 | $27.9M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.91% | 45,223 | $26.0M | Reduce -0.6% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.87% | 426,880 | $25.4M | Add +2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.50% | 400,091 | $20.5M | Add +2.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.50% | 261,751 | $20.4M | Add +4.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.45% | 526,031 | $19.7M | Add +1.3% |
| AAPL Apple Inc. | 1.39% | 81,233 | $18.9M | Add +4.8% |
| RWK Invesco S&P Midcap 400 Rev | 1.30% | 151,729 | $17.6M | Add +3.7% |
| XLE SS Energy Select Sector | 1.23% | 190,851 | $16.8M | Add +3.5% |
| MSFT Microsoft Corp. | 1.18% | 37,180 | $16.0M | Add +4.4% |
| JSMD Janus Small Mid Cap GR Alp | 1.17% | 219,323 | $15.9M | Add +3.9% |
| SCHO Schwab Short-Term US Treas | 1.06% | 294,818 | $14.4M | Add +14.7% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.06% | 445,950 | $14.4M | Add +1.4% |
| VIGI Vanguard Int Div App Indx FD | 1.06% | 162,857 | $14.4M | Add +3.1% |
| IEMG iShares Core MSCI Emerging | 0.98% | 233,324 | $13.4M | Add +2.3% |
| MUB iShares National Muni Bond E | 0.92% | 114,866 | $12.5M | Add +3.3% |
| IAU iShares Gold Trust | 0.90% | 245,256 | $12.2M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 0.87% | 22,269 | $11.8M | Reduce -1.4% |
| COMB Graniteshares Bcom Broad STR | 0.83% | 551,154 | $11.3M | Add +6.0% |
| JPST JPMorgan Ultra-Short Income | 0.76% | 202,775 | $10.3M | Add +2.2% |
| ICSH iShares Ultra Short Duration | 0.75% | 200,150 | $10.2M | Add +1.8% |
| DSMC Distillate S/M Cash Flow ETF | 0.74% | 278,601 | $10.0M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 21,510 | $9.9M | Add +0.9% |
| SCHP Schwab U.S. Tips ETF | 0.73% | 184,159 | $9.9M | Add +10.9% |
| JEPI JPMorgan Equity Premium Inco | 0.61% | 139,545 | $8.3M | Add +5.7% |
| NVDA Nvidia Corp. | 0.61% | 68,206 | $8.3M | Add +6.1% |
| AMZN Amazon.com Inc. | 0.60% | 43,459 | $8.1M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 0.58% | 47,510 | $7.9M | Add +0.2% |
| DFNM Dimensional National Muni BD | 0.58% | 161,179 | $7.8M | Reduce -1.0% |
| PRF Invesco Rafi US 1000 ETF | 0.56% | 188,689 | $7.7M | Reduce -0.3% |
| PKW Invesco Buyback Achievers Et | 0.54% | 64,084 | $7.3M | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.53% | 74,020 | $7.3M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.51% | 32,594 | $6.9M | Add +0.8% |
| PGR Progressive Corp. | 0.48% | 25,487 | $6.5M | Add +0.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.46% | 88,391 | $6.3M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.42% | 49,165 | $5.8M | Add +2.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.42% | 108,711 | $5.7M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.41% | 9,832 | $5.6M | Add +12.2% |
| MDY State Street SPDR S&P Midcap | 0.41% | 9,719 | $5.6M | No change |
| V Visa Inc. Class A | 0.40% | 19,730 | $5.4M | Add +1.9% |
| AVGO Broadcom Inc. | 0.40% | 31,229 | $5.4M | Add +6.7% |
| ORCL Oracle Corp. | 0.37% | 29,669 | $5.1M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 17,684 | $5.0M | Add +2.3% |
| CVX Chevron Corp. | 0.36% | 33,203 | $4.9M | Reduce -0.9% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.36% | 238,331 | $4.9M | Add +5.9% |
| COST Costco Wholesale Corp. | 0.36% | 5,486 | $4.9M | Reduce -3.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.35% | 87,894 | $4.8M | Reduce -0.4% |
| VGIT Vanguard Intermediate-Term T | 0.35% | 79,276 | $4.8M | Reduce -4.6% |
| QCOM Qualcomm Inc. | 0.35% | 27,945 | $4.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.34% | 28,001 | $4.6M | Add +5.8% |
| AXP American Express Co. | 0.34% | 17,104 | $4.6M | Add +0.7% |
| ACN Accenture PLC Class A | 0.33% | 12,615 | $4.5M | Reduce -0.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.33% | 97,393 | $4.4M | Add +0.2% |
| ADI Analog Devices Inc. | 0.32% | 19,124 | $4.4M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.32% | 4,927 | $4.4M | Reduce -10.4% |
| MCK McKesson Corp. | 0.31% | 8,639 | $4.3M | Add +0.4% |
| JNJ Johnson & Johnson | 0.31% | 25,931 | $4.2M | Add +2.9% |
| AZO AutoZone Inc. | 0.31% | 1,330 | $4.2M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.30% | 23,461 | $4.1M | Add +3.3% |
| AMGN Amgen Inc. | 0.29% | 12,222 | $3.9M | Add +0.7% |
| BSCO Invesco Bulletshares 2024 CB | 0.29% | 185,998 | $3.9M | Reduce -1.5% |
| ADP Automatic Data Processing | 0.28% | 13,597 | $3.8M | Add +0.8% |
| DHR Danaher Corp. | 0.28% | 13,577 | $3.8M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.26% | 11,733 | $3.6M | Add +1.6% |
| PEP Pepsico Inc. | 0.26% | 20,816 | $3.5M | Add +1.0% |
| JMUB JPMorgan Municipal ETF | 0.26% | 68,149 | $3.5M | No change |
| SYK Stryker Corp. | 0.25% | 9,247 | $3.3M | Reduce -0.8% |
| EBAY eBay Inc. | 0.24% | 51,037 | $3.3M | Add +3.2% |
| MPC Marathon Petroleum Corp. | 0.24% | 20,273 | $3.3M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.24% | 61,628 | $3.3M | Add +1.5% |
| LOW Lowe's Cos Inc. | 0.24% | 11,894 | $3.2M | Add +1.2% |
| PNC PNC Financial Services Group | 0.23% | 17,030 | $3.1M | Add +0.3% |
| PFE Pfizer Inc. | 0.23% | 108,033 | $3.1M | Add +1.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.22% | 119,197 | $3.0M | Add +295.5% |
| KR Kroger Co. | 0.22% | 51,992 | $3.0M | Reduce -1.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.22% | 121,804 | $3.0M | Add +341.9% |
| USB US Bancorp | 0.22% | 63,488 | $2.9M | Reduce -7.2% |
| SPGI S&P Global Inc. | 0.21% | 5,546 | $2.9M | Add +5.0% |
| ABBV Abbvie Inc. | 0.21% | 14,508 | $2.9M | Add +6.9% |
| MA Mastercard Inc. Class A | 0.20% | 5,587 | $2.8M | Add +8.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.20% | 111,996 | $2.7M | Add +338.2% |
| MDT Medtronic PLC | 0.20% | 29,470 | $2.7M | Reduce -1.9% |
| PANW Palo Alto Networks Inc. | 0.19% | 7,738 | $2.6M | Add +6.3% |
| BMY Bristol-Myers Squibb Co. | 0.19% | 49,900 | $2.6M | Reduce -2.7% |
| EOG EOG Resources Inc. | 0.19% | 20,846 | $2.6M | Add +2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 25,384 | $2.4M | Reduce -4.4% |
| PYPL PayPal Holdings Inc. | 0.17% | 30,298 | $2.4M | Add +0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.17% | 26,023 | $2.3M | No change |
| BDX Becton Dickinson and Co. | 0.17% | 9,470 | $2.3M | Add +0.7% |
| EA Electronic Arts Inc. | 0.16% | 15,482 | $2.2M | Add +1.4% |
| HD Home Depot Inc. | 0.16% | 5,406 | $2.2M | Add +0.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.16% | 18,225 | $2.2M | No change |
| SPEM State Street SP PTF Em ETF | 0.16% | 51,951 | $2.1M | Reduce -0.9% |
| DFAS Dimensional US Small Cap ETF | 0.16% | 32,627 | $2.1M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 0.15% | 31,891 | $2.1M | Reduce -3.1% |
| BSMQ Invesco Bulletshares 2026 MB | 0.15% | 86,533 | $2.1M | Reduce -1.6% |
| AMLP Alerian MLP ETF | 0.15% | 43,506 | $2.1M | Add +0.4% |
| CVS CVS Health Corp. | 0.15% | 31,884 | $2.0M | Reduce -25.1% |
| ADBE Adobe Inc. | 0.15% | 3,861 | $2.0M | Add +12.9% |
| CRM Salesforce Inc. | 0.15% | 7,201 | $2.0M | Add +109.5% |
| BSMP Invesco Bulletshares 2025 MB | 0.14% | 80,445 | $2.0M | Reduce -1.7% |
| DVN Devon Energy Corp. | 0.14% | 50,169 | $2.0M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 4,001 | $2.0M | Add +0.0% |
| CSX CSX Corp. | 0.14% | 55,963 | $1.9M | Add +3.6% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.14% | 27,398 | $1.9M | Reduce -1.7% |
| NTRS Northern Trust Corp. | 0.14% | 21,121 | $1.9M | Add +2.2% |
| SBUX Starbucks Corp. | 0.14% | 19,237 | $1.9M | Reduce -10.8% |
| EFA iShares MSCI Eafe ETF | 0.14% | 22,252 | $1.9M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.13% | 8,559 | $1.8M | Add +4.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.12% | 13,169 | $1.6M | Reduce -10.4% |
| ABT Abbott Laboratories | 0.11% | 13,399 | $1.5M | Add +2.2% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.11% | 36,727 | $1.5M | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 2,587 | $1.5M | Add +16.2% |
| BSMO Invesco Bulletshares 2024 MB | 0.11% | 60,659 | $1.5M | No change |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 12,464 | $1.5M | No change |
| UPS United Parcel Service Class B | 0.11% | 10,895 | $1.5M | Add +0.9% |
| NFLX Netflix Inc. | 0.11% | 2,076 | $1.5M | Add +2.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.11% | 31,160 | $1.5M | No change |
| TSLA Tesla Inc. | 0.11% | 5,561 | $1.5M | Add +41.9% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.10% | 35,891 | $1.4M | Reduce -4.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.10% | 3,300 | $1.4M | No change |
| LIN Linde PLC | 0.10% | 2,931 | $1.4M | Add +26.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 20,305 | $1.4M | Reduce -15.3% |
| SGOL Abrdn Physical Gold Shares | 0.10% | 54,314 | $1.4M | Reduce -0.3% |
| APH Amphenol Corp. Class A | 0.10% | 19,848 | $1.3M | Add +1.6% |
| GILD Gilead Sciences Inc. | 0.09% | 15,041 | $1.3M | New |
| IBTE iShares Ibonds Dec 2024 Term | 0.09% | 51,441 | $1.2M | No change |
| CPRT Copart Inc. | 0.09% | 22,810 | $1.2M | Add +0.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.09% | 57,865 | $1.2M | Add +41.0% |
| ORLY O'reilly Automotive Inc. | 0.09% | 1,019 | $1.2M | Add +10.2% |
| IT Gartner Inc. | 0.08% | 2,264 | $1.1M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 1,844 | $1.1M | Reduce -1.3% |
| RTX RTX Corp. | 0.08% | 9,023 | $1.1M | Add +1.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 13,478 | $1.1M | Add +0.1% |
| DOCU Docusign Inc. | 0.08% | 17,516 | $1.1M | Add +0.9% |
| EQT Eqt Corp. | 0.08% | 29,574 | $1.1M | Add +2.5% |
| MRK Merck & Co. Inc. | 0.08% | 9,352 | $1.1M | Add +2.4% |
| RHI Robert Half Inc. | 0.08% | 15,459 | $1.0M | Add +12.6% |
| CR Crane Co. | 0.08% | 6,543 | $1.0M | Reduce -5.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.08% | 18,181 | $1.0M | Reduce -1.9% |
| EXPD Expeditors Intl Wash Inc. | 0.07% | 7,749 | $1.0M | Reduce -0.2% |
| MKL Markel Group Inc. | 0.07% | 644 | $1.0M | Add +0.5% |
| FAST Fastenal Co. | 0.07% | 14,093 | $1.0M | Reduce -0.5% |
| BAH Booz Allen Hamilton Holdings | 0.07% | 6,110 | $994K | Reduce -5.3% |
| IWF iShares Russell 1000 Growth | 0.07% | 2,637 | $990K | Add +3.3% |
| AMD Advanced Micro Devices | 0.07% | 5,903 | $969K | Add +6.7% |
| BRO Brown & Brown Inc. | 0.07% | 9,285 | $962K | Reduce -8.4% |
| WMT Walmart Inc. | 0.07% | 11,824 | $955K | Add +18.8% |
| SFM Sprouts Farmers Market Inc. | 0.07% | 8,635 | $953K | Reduce -2.7% |
| RGA Reinsurance Group of America | 0.07% | 4,368 | $952K | Add +1.2% |
| DVY iShares Select Dividend ETF | 0.07% | 7,000 | $945K | No change |
| CAH Cardinal Health Inc. | 0.07% | 8,538 | $944K | Reduce -2.3% |
| CDW CDW Corp. | 0.07% | 4,154 | $940K | Reduce -2.5% |
| SPIP SS SPDR P Tips ETF | 0.07% | 33,872 | $890K | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 7,047 | $839K | Add +3.1% |
| CMCSA Comcast Corp. Class A | 0.06% | 19,659 | $821K | Add +2.6% |
| CARR Carrier Global Corp. | 0.06% | 10,035 | $808K | Add +2.1% |
| ROST Ross Stores Inc. | 0.06% | 5,362 | $807K | Add +2.4% |
| TEL Te Connectivity PLC | 0.06% | 5,562 | $794K | Add +1.0% |
| BKNG Booking Holdings Inc. | 0.06% | 187 | $788K | Add +11.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.06% | 30,734 | $785K | Add +25.5% |
| UHS Universal Health Services-B | 0.06% | 3,327 | $762K | Reduce -6.7% |
| LH Labcorp Holdings Inc. | 0.06% | 3,408 | $762K | Add +1.1% |
| ISRG Intuitive Surgical Inc. | 0.06% | 1,526 | $750K | Add +8.5% |
| AFG American Financial Group Inc. | 0.05% | 5,494 | $739K | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 3,912 | $739K | Add +11.4% |
| RLI Rli Corp. | 0.05% | 4,759 | $738K | Reduce -0.0% |
| ACGL Arch Capital Group Ltd. | 0.05% | 6,470 | $724K | Add +2.9% |
| MCHP Microchip Technology Inc. | 0.05% | 8,982 | $721K | Reduce -3.7% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,600 | $718K | Reduce -88.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 3,205 | $709K | Add +5.5% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 13,185 | $696K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 17,438 | $692K | Add +2.8% |
| CAT Caterpillar Inc. | 0.05% | 1,761 | $689K | Add +4.3% |
| TDG Transdigm Group Inc. | 0.05% | 454 | $648K | Add +16.4% |
| TMHC Taylor Morrison Home Corp. | 0.05% | 9,103 | $640K | Add +2.1% |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 5,048 | $637K | Reduce -27.1% |
| VZ Verizon Communications Inc. | 0.05% | 14,140 | $635K | Add +4.1% |
| ETN Eaton Corp. PLC | 0.05% | 1,914 | $634K | Add +2.3% |
| BA The Boeing Co. | 0.05% | 4,141 | $630K | Reduce -0.3% |
| FND Floor & Decor Holdings Inc. Class A | 0.05% | 5,052 | $627K | Reduce -2.2% |
| MS Morgan Stanley | 0.05% | 5,946 | $620K | Add +3.1% |
| EEM iShares MSCI Emerging Market | 0.05% | 13,378 | $614K | Reduce -0.7% |
| OMC Omnicom Group | 0.04% | 5,885 | $613K | Add +1.7% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 8,238 | $611K | Reduce -0.3% |
| LRCX Lam Research Corp. | 0.04% | 744 | $609K | Reduce -6.7% |
| ULTA Ulta Beauty Inc. | 0.04% | 1,542 | $600K | Reduce -0.7% |
| PM Philip Morris International | 0.04% | 4,855 | $596K | Add +5.1% |
| FICO Fair Isaac Corp. | 0.04% | 300 | $583K | Add +3.8% |
| KO The Coca-Cola Co. | 0.04% | 7,972 | $577K | Add +15.3% |
| VDE Vanguard Energy ETF | 0.04% | 4,662 | $576K | Reduce -0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 1,226 | $570K | Add +13.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.04% | 6,589 | $548K | Reduce -3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 3,134 | $546K | Reduce -0.8% |
| BLK BlackRock Finance Inc. | 0.04% | 573 | $544K | Add +9.1% |
| NTAP Netapp Inc. | 0.04% | 4,362 | $539K | Add +5.9% |
| EPP iShares MSCI Pacific Ex Japa | 0.04% | 11,000 | $537K | No change |
| CEG Constellation Energy | 0.04% | 2,046 | $532K | Add +1.5% |
| WSM Williams-Sonoma Inc. | 0.04% | 3,418 | $530K | Add +2.5% |
| FISV Fiserv Inc. | 0.04% | 2,881 | $518K | Add +8.0% |
| RF Regions Financial Corp. | 0.04% | 21,845 | $515K | Add +2.4% |
| NEE Nextera Energy Inc. | 0.04% | 5,883 | $497K | Add +6.7% |
| UNP Union Pacific Corp. | 0.04% | 1,990 | $490K | Add +17.3% |
| NOW ServiceNow Inc. | 0.04% | 539 | $482K | Add +15.2% |
| WFC Wells Fargo & Co. | 0.04% | 8,486 | $479K | Add +5.3% |
| ICE Intercontinental Exchange Inc. | 0.04% | 2,982 | $479K | Add +2.9% |
| CB Chubb Ltd. | 0.03% | 1,626 | $470K | Add +8.6% |
| MUSA Murphy USA Inc. | 0.03% | 952 | $469K | Add +1.3% |
| ZBH Zimmer Biomet Holdings Inc. | 0.03% | 4,293 | $464K | Reduce -3.9% |
| DINO HF Sinclair Corp. | 0.03% | 10,306 | $459K | Add +1.4% |
| LEN Lennar Corp. Class A | 0.03% | 2,444 | $458K | Reduce -3.3% |
| MET Metlife Inc. | 0.03% | 5,440 | $449K | Reduce -2.1% |
| KMX Carmax Inc. | 0.03% | 5,655 | $438K | Add +1.5% |
| T AT&T Inc. | 0.03% | 19,166 | $422K | Add +32.1% |
| EME Emcor Group Inc. | 0.03% | 974 | $419K | Add +0.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 4,987 | $415K | No change |
| ELAN Elanco Animal Health Inc. | 0.03% | 27,572 | $405K | Add +0.9% |
| GDDY GoDaddy Inc. Class A | 0.03% | 2,560 | $401K | Add +6.8% |
| GLD SPDR Gold Shares | 0.03% | 1,649 | $401K | New |
| GNRC Generac Holdings Inc. | 0.03% | 2,492 | $396K | Add +29.9% |
| STLD Steel Dynamics Inc. | 0.03% | 3,099 | $392K | Add +1.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 469 | $391K | Reduce -1.9% |
| GD General Dynamics Corp. | 0.03% | 1,290 | $390K | Reduce -0.1% |
| REGN Regeneron Pharmaceuticals | 0.03% | 370 | $389K | Add +6.3% |
| ZTS Zoetis Inc. | 0.03% | 1,972 | $385K | Add +4.0% |
| URI United Rentals Inc. | 0.03% | 474 | $384K | Add +3.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.03% | 8,959 | $384K | No change |
| APO Apollo Global Management Inc. | 0.03% | 3,058 | $382K | Add +0.1% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.03% | 4,394 | $377K | Add +17.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 2,110 | $376K | Add +28.6% |
| DECK Deckers Outdoor Corp. | 0.03% | 2,356 | $376K | Add +3.6% |
| ELV Elevance Health Inc. | 0.03% | 721 | $375K | Add +43.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 3,167 | $372K | Add +7.8% |
| PINS Pinterest Inc. Class A | 0.03% | 11,485 | $372K | Add +0.7% |
| ANET Arista Networks Inc. | 0.03% | 956 | $367K | Add +9.9% |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 14,498 | $365K | No change |
| SPG Simon Property Group Inc. | 0.03% | 2,143 | $362K | Add +4.0% |
| EXEL Exelixis Inc. | 0.03% | 13,941 | $362K | Add +1.4% |
| ABFL Abacus FCF Leaders ETF | 0.03% | 5,544 | $361K | No change |
| VT Vanguard Tot World STK ETF | 0.03% | 3,000 | $359K | No change |
| TGT Target Corp. | 0.03% | 2,300 | $358K | Add +4.9% |
| NKE Nike Inc. Class B | 0.03% | 3,999 | $355K | Add +4.8% |
| GUNR NT Mstar GLBL NR ETF | 0.03% | 8,467 | $349K | No change |
| GM General Motors Co. | 0.03% | 7,780 | $349K | Add +16.3% |
| OTIS Otis Worldwide Corp. | 0.03% | 3,350 | $348K | Reduce -2.2% |
| ALL Allstate Corp. | 0.03% | 1,827 | $348K | Add +9.6% |
| MO Altria Group Inc. | 0.03% | 6,656 | $347K | Add +8.9% |
| SAP Sap SE-Sponsored ADR | 0.03% | 1,506 | $345K | Add +0.5% |
| UL Unilever PLC | 0.02% | 5,183 | $337K | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.02% | 2,670 | $336K | No change |
| FCX Freeport-McMoran Inc. | 0.02% | 6,699 | $334K | Reduce -1.9% |
| BSX Boston Scientific Corp. | 0.02% | 3,987 | $334K | Add +5.5% |
| CSL Carlisle Cos Inc. | 0.02% | 739 | $332K | Add +3.4% |
| GS Goldman Sachs Group Inc. | 0.02% | 668 | $331K | Add +36.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.02% | 14,902 | $329K | Reduce -8.3% |
| IBTF iShares Ibonds Dec 2025 Term | 0.02% | 14,061 | $329K | Reduce -8.2% |
| CTAS Cintas Corp. | 0.02% | 1,578 | $325K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 14,254 | $323K | Reduce -8.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 4,484 | $322K | Add +6.0% |
| SHEL Shell PLC-ADR | 0.02% | 4,867 | $321K | Reduce -0.5% |
| IR Ingersoll-Rand Inc. | 0.02% | 3,260 | $320K | Reduce -1.2% |
| QRVO Qorvo Inc. | 0.02% | 3,059 | $316K | Add +9.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.02% | 5,118 | $315K | No change |
| GGG Graco Inc. | 0.02% | 3,563 | $312K | Add +20.6% |
| XYL Xylem Inc. | 0.02% | 2,309 | $312K | Add +6.2% |
| LBRDK Liberty Broadband-C | 0.02% | 4,014 | $310K | Add +0.1% |
| CI The Cigna Group | 0.02% | 895 | $310K | Add +3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 1,302 | $310K | Reduce -2.0% |
| HUBB Hubbell Inc. | 0.02% | 716 | $307K | Add +7.0% |
| MRO Marathon Oil Corp. | 0.02% | 11,498 | $306K | Add +6.5% |
| TMUS T-Mobile US Inc. | 0.02% | 1,436 | $296K | Add +6.5% |
| APA Apa Corp. | 0.02% | 12,114 | $296K | Add +32.4% |
| OKTA Okta Inc. | 0.02% | 3,978 | $296K | Add +7.7% |
| BF.B Brown-Forman Corp. Class B | 0.02% | 5,971 | $295K | Add +2.0% |
| JBL Jabil Inc. | 0.02% | 2,459 | $295K | Add +23.8% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 2,514 | $289K | Add +0.4% |
| AMAT Applied Materials Inc. | 0.02% | 1,430 | $289K | Reduce -6.4% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 4,983 | $287K | Add +4.9% |
| FLEX Flex Ltd. | 0.02% | 8,560 | $286K | Reduce -0.1% |
| OC Owens Corning | 0.02% | 1,616 | $285K | Add +5.4% |
| SWKS Skyworks Solutions Inc. | 0.02% | 2,867 | $283K | Add +26.4% |
| SHOP Shopify Inc. Class A | 0.02% | 3,506 | $281K | Reduce -0.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 6,648 | $281K | Reduce -0.3% |
| HON Honeywell International Inc. | 0.02% | 1,354 | $280K | Add +7.5% |
| MRSH Marsh & McLennan Cos | 0.02% | 1,251 | $279K | Add +12.8% |
| ICLR Icon PLC | 0.02% | 966 | $278K | No change |
| CPNG Coupang Inc. | 0.02% | 11,293 | $277K | Add +0.9% |
| DBX Dropbox Inc. Class A | 0.02% | 10,799 | $275K | Add +13.0% |
| WM Waste Management Inc. | 0.02% | 1,299 | $270K | Add +2.6% |
| LNT Alliant Energy Corp. | 0.02% | 4,435 | $269K | Reduce -12.7% |
| CDNS Cadence Design SYS Inc. | 0.02% | 979 | $265K | Reduce -22.5% |
| AER Aercap Holdings NV | 0.02% | 2,767 | $262K | Reduce -0.4% |
| TTE Totalenergies SE -Spon ADR | 0.02% | 3,923 | $257K | Reduce -1.2% |
| HST Host Hotels & Resorts Inc. | 0.02% | 14,300 | $255K | Add +27.1% |
| TTC Toro Co. | 0.02% | 2,886 | $251K | Reduce -0.6% |
| JLL Jones Lang Lasalle Inc. | 0.02% | 922 | $249K | New |
| PSQ Proshares Short QQQ | 0.02% | 6,166 | $248K | New |
| VRSK Verisk Analytics Inc. | 0.02% | 923 | $247K | Add +1.5% |
| LMT Lockheed Martin Corp. | 0.02% | 423 | $247K | New |
| AMT American Tower Corp. | 0.02% | 1,052 | $245K | New |
| EXAS Exact Sciences Corp. | 0.02% | 3,585 | $244K | New |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 0.02% | 21,324 | $242K | Reduce -17.7% |
| GEV GE Vernova Inc. | 0.02% | 941 | $240K | New |
| JCI Johnson Controls Internation | 0.02% | 3,074 | $240K | New |
| RPM RPM International Inc. | 0.02% | 1,974 | $239K | Add +4.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 227 | $236K | New |
| AMP Ameriprise Financial Inc. | 0.02% | 499 | $234K | Reduce -23.1% |
| WMB Williams Cos Inc. | 0.02% | 5,123 | $234K | Add +0.2% |
| NI Nisource Inc. | 0.02% | 6,739 | $234K | New |
| EPD Enterprise Products Partners | 0.02% | 8,000 | $233K | Reduce -38.5% |
| WTW Willis Towers Watson PLC | 0.02% | 787 | $232K | New |
| EXC Exelon Corp. | 0.02% | 5,724 | $232K | New |
| UBER Uber Technologies Inc. | 0.02% | 3,078 | $231K | New |
| QLYS Qualys Inc. | 0.02% | 1,781 | $229K | New |
| SCHD Schwab US DVD Equity ETF | 0.02% | 2,666 | $225K | Reduce -21.1% |
| MU Micron Technology Inc. | 0.02% | 2,144 | $222K | Add +9.1% |
| UA Under Armour Inc. Class C | 0.02% | 26,553 | $222K | Add +3.3% |
| ING ING Groep N.V.-Sponsored ADR | 0.02% | 12,053 | $219K | No change |
| IVW iShares S&P 500 Growth ETF | 0.02% | 2,271 | $217K | Add +0.0% |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 1,517 | $217K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 3,425 | $216K | Reduce -0.0% |
| FIS Fidelity National Info Serv | 0.02% | 2,574 | $216K | New |
| CXT Crane NXT Co. | 0.02% | 3,829 | $215K | No change |
| ARCC Ares Capital Corp. | 0.02% | 10,248 | $215K | No change |
| ET Energy Transfer LP | 0.02% | 13,180 | $212K | No change |
| BX Blackstone Inc. | 0.02% | 1,376 | $211K | New |
| INTU Intuit Inc. | 0.02% | 339 | $211K | New |
| DD Dupont DE Nemours Inc. | 0.02% | 2,360 | $210K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 20,535 | $209K | No change |
| ES Eversource Energy | 0.02% | 3,046 | $207K | New |
| LSCC Lattice Semiconductor Corp. | 0.02% | 3,905 | $207K | New |
| EW Edwards Lifesciences Corp. | 0.02% | 3,132 | $207K | Add +6.3% |
| IWD iShares Russell 1000 Value E | 0.02% | 1,087 | $206K | New |
| DE Deere & Co. | 0.02% | 492 | $206K | New |
| DHI D.R. Horton Inc. | 0.02% | 1,079 | $206K | New |
| BBY Best Buy Co. Inc. | 0.01% | 1,959 | $204K | New |
| HLN Haleon PLC-ADR | 0.01% | 19,097 | $202K | Reduce -3.8% |
| GEHC GE Healthcare Technology | 0.01% | 2,140 | $201K | New |
| HCA HCA Healthcare Inc. | 0.01% | 493 | $200K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 14,376 | $152K | Add +0.9% |
| PFO Flaherty & Crumrine P&I Opp | 0.01% | 10,000 | $94K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 10,234 | $67K | New |