| IVV iShares Core S&P 500 ETF | 6.16% | 143,300 | $84.4M | Add +1.9% |
| SGOV iShares 0-3 Month Treasury B | 5.19% | 708,752 | $71.1M | Add +0.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.34% | 1,171,600 | $59.5M | Add +1.9% |
| MEAR Ishrs Short Mat Muni Act ETF | 3.84% | 1,051,899 | $52.5M | Reduce -6.2% |
| VIG Vanguard Dividend Apprec ETF | 3.61% | 252,834 | $49.5M | Add +0.6% |
| SCHR Schwab Intermediate-Term US | 3.58% | 2,016,938 | $49.0M | Add +16.1% |
| DSTL Distillate US Fundamental St | 3.57% | 890,000 | $48.9M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.22% | 566,178 | $44.2M | Add +8.0% |
| IJH iShares Core S&P Midcap ETF | 3.03% | 665,466 | $41.5M | Add +1.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.10% | 1,213,558 | $28.7M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 2.03% | 241,763 | $27.9M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.94% | 45,153 | $26.6M | Reduce -0.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.87% | 860,541 | $25.6M | Add +0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.63% | 446,757 | $22.4M | Add +11.7% |
| AAPL Apple Inc. | 1.46% | 79,967 | $20.0M | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.36% | 265,816 | $18.7M | Add +1.6% |
| RWK Invesco S&P Midcap 400 Rev | 1.31% | 154,708 | $18.0M | Add +2.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.27% | 523,248 | $17.4M | Reduce -0.5% |
| JSMD Janus Small Mid Cap GR Alp | 1.24% | 226,394 | $17.0M | Add +3.2% |
| XLE SS Energy Select Sector | 1.21% | 193,508 | $16.6M | Add +1.4% |
| MSFT Microsoft Corp. | 1.16% | 37,574 | $15.8M | Add +1.1% |
| SCHO Schwab Short-Term US Treas | 1.04% | 591,854 | $14.2M | Add +0.4% |
| MUB iShares National Muni Bond E | 0.98% | 126,265 | $13.5M | Add +9.9% |
| VIGI Vanguard Int Div App Indx FD | 0.97% | 166,909 | $13.4M | Add +2.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.95% | 446,959 | $13.0M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.90% | 236,607 | $12.4M | Add +1.4% |
| IAU iShares Gold Trust | 0.89% | 245,960 | $12.2M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.86% | 21,929 | $11.8M | Reduce -1.5% |
| COMB Graniteshares Bcom Broad STR | 0.83% | 567,512 | $11.3M | Add +3.0% |
| SCHP Schwab U.S. Tips ETF | 0.78% | 416,091 | $10.7M | Add +13.0% |
| JPST JPMorgan Ultra-Short Income | 0.77% | 209,840 | $10.6M | Add +3.5% |
| ICSH iShares Ultra Short Duration | 0.76% | 207,541 | $10.5M | Add +3.7% |
| DSMC Distillate S/M Cash Flow ETF | 0.74% | 289,467 | $10.1M | Add +3.9% |
| AMZN Amazon.com Inc. | 0.72% | 44,799 | $9.8M | Add +3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 21,545 | $9.8M | Add +0.2% |
| NVDA Nvidia Corp. | 0.68% | 68,940 | $9.3M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.66% | 47,467 | $9.0M | Reduce -0.1% |
| DFNM Dimensional National Muni BD | 0.66% | 188,028 | $9.0M | Add +16.7% |
| JEPI JPMorgan Equity Premium Inco | 0.62% | 145,666 | $8.4M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 0.57% | 32,742 | $7.8M | Add +0.5% |
| PRF Invesco Rafi US 1000 ETF | 0.55% | 186,221 | $7.5M | Reduce -1.3% |
| PKW Invesco Buyback Achievers Et | 0.54% | 64,084 | $7.4M | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.53% | 74,020 | $7.2M | No change |
| AVGO Broadcom Inc. | 0.53% | 31,043 | $7.2M | Reduce -0.6% |
| V Visa Inc. Class A | 0.46% | 20,009 | $6.3M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.44% | 10,341 | $6.1M | Add +5.2% |
| PGR Progressive Corp. | 0.44% | 25,106 | $6.0M | Reduce -1.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.43% | 115,009 | $5.9M | Add +5.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.43% | 91,505 | $5.9M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 0.42% | 30,226 | $5.7M | Add +8.0% |
| MDY State Street SPDR S&P Midcap | 0.41% | 9,719 | $5.6M | No change |
| VGIT Vanguard Intermediate-Term T | 0.38% | 90,423 | $5.2M | Add +14.1% |
| XOM Exxon Mobil Corp. | 0.38% | 48,343 | $5.2M | Reduce -1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 17,694 | $5.1M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.37% | 5,509 | $5.0M | Add +0.4% |
| AXP American Express Co. | 0.37% | 16,965 | $5.0M | Reduce -0.8% |
| CVX Chevron Corp. | 0.36% | 34,230 | $5.0M | Add +3.1% |
| ORCL Oracle Corp. | 0.36% | 29,564 | $4.9M | Reduce -0.3% |
| MCK McKesson Corp. | 0.36% | 8,601 | $4.9M | Reduce -0.4% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.36% | 247,752 | $4.9M | Add +4.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 102,755 | $4.6M | Add +5.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.34% | 84,204 | $4.6M | Reduce -4.2% |
| ACN Accenture PLC Class A | 0.33% | 12,677 | $4.5M | Add +0.5% |
| QCOM Qualcomm Inc. | 0.31% | 27,817 | $4.3M | Reduce -0.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.31% | 177,297 | $4.3M | Add +45.6% |
| AZO AutoZone Inc. | 0.31% | 1,319 | $4.2M | Reduce -0.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.31% | 168,133 | $4.2M | Add +41.0% |
| JMUB JPMorgan Municipal ETF | 0.31% | 83,436 | $4.2M | Add +22.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 171,848 | $4.1M | Add +53.4% |
| ADI Analog Devices Inc. | 0.30% | 19,128 | $4.1M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.29% | 23,937 | $4.0M | Add +2.0% |
| ADP Automatic Data Processing | 0.29% | 13,592 | $4.0M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.28% | 4,996 | $3.9M | Add +1.4% |
| JNJ Johnson & Johnson | 0.28% | 26,287 | $3.8M | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.27% | 63,230 | $3.7M | Add +2.6% |
| MCD McDonald's Corp. | 0.25% | 11,589 | $3.4M | Reduce -1.2% |
| SYK Stryker Corp. | 0.24% | 9,196 | $3.3M | Reduce -0.6% |
| PNC PNC Financial Services Group | 0.24% | 16,965 | $3.3M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.24% | 21,087 | $3.2M | Add +1.3% |
| KR Kroger Co. | 0.23% | 52,339 | $3.2M | Add +0.7% |
| EBAY eBay Inc. | 0.23% | 50,753 | $3.1M | Reduce -0.6% |
| DHR Danaher Corp. | 0.23% | 13,652 | $3.1M | Add +0.6% |
| MA Mastercard Inc. Class A | 0.23% | 5,951 | $3.1M | Add +6.5% |
| AMGN Amgen Inc. | 0.23% | 11,993 | $3.1M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.22% | 11,974 | $3.0M | Add +0.7% |
| PFE Pfizer Inc. | 0.21% | 110,513 | $2.9M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 26,006 | $2.9M | Add +2.5% |
| MPC Marathon Petroleum Corp. | 0.21% | 20,391 | $2.8M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 0.21% | 15,626 | $2.8M | Add +1.0% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 49,556 | $2.8M | Reduce -0.7% |
| SPGI S&P Global Inc. | 0.20% | 5,571 | $2.8M | Add +0.5% |
| CRM Salesforce Inc. | 0.19% | 7,959 | $2.7M | Add +10.5% |
| PYPL PayPal Holdings Inc. | 0.19% | 30,635 | $2.6M | Add +1.1% |
| EOG EOG Resources Inc. | 0.19% | 21,213 | $2.6M | Add +1.8% |
| USB US Bancorp | 0.19% | 53,657 | $2.6M | Reduce -15.5% |
| ABBV Abbvie Inc. | 0.19% | 14,387 | $2.6M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 0.18% | 32,471 | $2.4M | Add +1.8% |
| TSLA Tesla Inc. | 0.17% | 5,881 | $2.4M | Add +5.8% |
| MDT Medtronic PLC | 0.17% | 29,300 | $2.4M | Reduce -0.6% |
| EA Electronic Arts Inc. | 0.17% | 15,970 | $2.3M | Add +3.1% |
| IWR iShares Russell Mid-Cap ETF | 0.17% | 26,023 | $2.3M | No change |
| DFAS Dimensional US Small Cap ETF | 0.16% | 33,593 | $2.2M | Add +3.0% |
| NTRS Northern Trust Corp. | 0.16% | 21,189 | $2.2M | Add +0.3% |
| BDX Becton Dickinson and Co. | 0.16% | 9,421 | $2.1M | Reduce -0.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.15% | 18,225 | $2.1M | No change |
| HD Home Depot Inc. | 0.15% | 5,386 | $2.1M | Reduce -0.4% |
| AMLP Alerian MLP ETF | 0.15% | 43,433 | $2.1M | Reduce -0.2% |
| SPEM State Street SP PTF Em ETF | 0.15% | 54,063 | $2.1M | Add +4.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 4,010 | $2.1M | Add +0.2% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.14% | 84,145 | $2.0M | Add +2.4% |
| CSX CSX Corp. | 0.14% | 60,505 | $2.0M | Add +8.1% |
| NFLX Netflix Inc. | 0.14% | 2,135 | $1.9M | Add +2.8% |
| SBUX Starbucks Corp. | 0.13% | 19,116 | $1.7M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.13% | 3,922 | $1.7M | Add +1.6% |
| BSMQ Invesco Bulletshares 2026 MB | 0.12% | 71,705 | $1.7M | Reduce -17.1% |
| DVN Devon Energy Corp. | 0.12% | 51,636 | $1.7M | Add +2.9% |
| EFA iShares MSCI Eafe ETF | 0.12% | 21,991 | $1.7M | Reduce -1.2% |
| BSMP Invesco Bulletshares 2025 MB | 0.12% | 66,284 | $1.6M | Reduce -17.6% |
| GILD Gilead Sciences Inc. | 0.12% | 17,482 | $1.6M | Add +16.2% |
| TXN Texas Instruments Inc. | 0.12% | 8,600 | $1.6M | Add +0.5% |
| DOCU Docusign Inc. | 0.12% | 17,592 | $1.6M | Add +0.4% |
| ABT Abbott Laboratories | 0.11% | 13,515 | $1.5M | Add +0.9% |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 12,216 | $1.5M | Reduce -2.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.11% | 13,369 | $1.5M | Add +1.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.10% | 31,161 | $1.4M | Add +0.0% |
| APH Amphenol Corp. Class A | 0.10% | 20,237 | $1.4M | Add +2.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.10% | 3,300 | $1.4M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 20,305 | $1.4M | No change |
| UPS United Parcel Service Class B | 0.10% | 11,054 | $1.4M | Add +1.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.10% | 33,492 | $1.4M | Reduce -8.8% |
| EQT Eqt Corp. | 0.10% | 29,968 | $1.4M | Add +1.3% |
| SGOL Abrdn Physical Gold Shares | 0.10% | 55,118 | $1.4M | Add +1.5% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.10% | 39,360 | $1.3M | Add +9.7% |
| CPRT Copart Inc. | 0.10% | 23,379 | $1.3M | Add +2.5% |
| UNH Unitedhealth Group Inc. | 0.10% | 2,630 | $1.3M | Add +1.7% |
| ORLY O'reilly Automotive Inc. | 0.09% | 1,032 | $1.2M | Add +1.3% |
| LIN Linde PLC | 0.09% | 2,911 | $1.2M | Reduce -0.7% |
| BSCP Invesco Bulletshares 2025 CB | 0.09% | 57,167 | $1.2M | Reduce -1.2% |
| WMT Walmart Inc. | 0.08% | 12,489 | $1.1M | Add +5.6% |
| MKL Markel Group Inc. | 0.08% | 647 | $1.1M | Add +0.5% |
| RHI Robert Half Inc. | 0.08% | 15,781 | $1.1M | Add +2.1% |
| IT Gartner Inc. | 0.08% | 2,288 | $1.1M | Add +1.1% |
| SFM Sprouts Farmers Market Inc. | 0.08% | 8,659 | $1.1M | Add +0.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.08% | 44,137 | $1.1M | Add +43.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.08% | 18,292 | $1.1M | Add +0.6% |
| RTX RTX Corp. | 0.08% | 9,066 | $1.0M | Add +0.5% |
| CAH Cardinal Health Inc. | 0.08% | 8,698 | $1.0M | Add +1.9% |
| FAST Fastenal Co. | 0.07% | 14,270 | $1.0M | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.07% | 2,554 | $1.0M | Reduce -3.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 13,465 | $1.0M | Reduce -0.1% |
| SPIP SS SPDR P Tips ETF | 0.07% | 38,468 | $974K | Add +13.6% |
| BRO Brown & Brown Inc. | 0.07% | 9,336 | $952K | Add +0.6% |
| BKNG Booking Holdings Inc. | 0.07% | 191 | $949K | Add +2.1% |
| RGA Reinsurance Group of America | 0.07% | 4,409 | $942K | Add +0.9% |
| DVY iShares Select Dividend ETF | 0.07% | 7,000 | $919K | No change |
| CR Crane Co. | 0.07% | 5,919 | $898K | Reduce -9.5% |
| MRK Merck & Co. Inc. | 0.07% | 8,955 | $898K | Reduce -4.3% |
| EXPD Expeditors Intl Wash Inc. | 0.06% | 7,642 | $847K | Reduce -1.4% |
| SCMB Schwab Municipal Bond ETF | 0.06% | 32,697 | $840K | New |
| ROST Ross Stores Inc. | 0.06% | 5,511 | $834K | Add +2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 18,480 | $812K | Add +6.0% |
| VDE Vanguard Energy ETF | 0.06% | 6,627 | $804K | Add +42.1% |
| TEL Te Connectivity PLC | 0.06% | 5,610 | $802K | Add +0.9% |
| ISRG Intuitive Surgical Inc. | 0.06% | 1,532 | $800K | Add +0.4% |
| BAH Booz Allen Hamilton Holdings | 0.06% | 6,159 | $793K | Add +0.8% |
| RLI Rli Corp. | 0.06% | 4,799 | $791K | Add +0.8% |
| LH Labcorp Holdings Inc. | 0.06% | 3,442 | $789K | Add +1.0% |
| MS Morgan Stanley | 0.06% | 6,162 | $775K | Add +3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,429 | $754K | Add +7.0% |
| AFG American Financial Group Inc. | 0.05% | 5,441 | $745K | Reduce -1.0% |
| CDW CDW Corp. | 0.05% | 4,223 | $735K | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 1,407 | $733K | Reduce -23.7% |
| CMCSA Comcast Corp. Class A | 0.05% | 19,178 | $720K | Reduce -2.5% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,600 | $715K | No change |
| ULTA Ulta Beauty Inc. | 0.05% | 1,576 | $685K | Add +2.2% |
| WFC Wells Fargo & Co. | 0.05% | 9,544 | $670K | Add +12.5% |
| CARR Carrier Global Corp. | 0.05% | 9,749 | $668K | Reduce -2.9% |
| CAT Caterpillar Inc. | 0.05% | 1,826 | $662K | Add +3.7% |
| ETN Eaton Corp. PLC | 0.05% | 1,982 | $658K | Add +3.5% |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 5,048 | $650K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 3,263 | $646K | Add +4.1% |
| WSM Williams-Sonoma Inc. | 0.05% | 3,474 | $643K | Add +1.6% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 3,724 | $622K | Reduce -4.8% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 13,000 | $622K | Reduce -1.4% |
| BA The Boeing Co. | 0.04% | 3,479 | $616K | Reduce -16.0% |
| BLK BlackRock Inc. | 0.04% | 598 | $613K | Add +4.4% |
| AMD Advanced Micro Devices | 0.04% | 5,072 | $613K | Reduce -14.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.04% | 7,554 | $612K | Add +14.7% |
| PM Philip Morris International | 0.04% | 5,017 | $611K | Add +3.3% |
| FICO Fair Isaac Corp. | 0.04% | 306 | $609K | Add +2.0% |
| ACGL Arch Capital Group Ltd. | 0.04% | 6,559 | $606K | Add +1.4% |
| UHS Universal Health Services-B | 0.04% | 3,350 | $601K | Add +0.7% |
| NOW ServiceNow Inc. | 0.04% | 566 | $600K | Add +5.0% |
| FISV Fiserv Inc. | 0.04% | 2,851 | $586K | Reduce -1.0% |
| TDG Transdigm Group Inc. | 0.04% | 462 | $585K | Add +1.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 6,804 | $585K | Reduce -3.5% |
| TMHC Taylor Morrison Home Corp. | 0.04% | 9,451 | $578K | Add +3.8% |
| EEM iShares MSCI Emerging Market | 0.04% | 13,291 | $556K | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.04% | 13,866 | $555K | Reduce -1.9% |
| RF Regions Financial Corp. | 0.04% | 22,040 | $523K | Add +0.9% |
| T AT&T Inc. | 0.04% | 22,907 | $522K | Add +19.5% |
| MCHP Microchip Technology Inc. | 0.04% | 9,017 | $517K | Add +0.4% |
| NTAP Netapp Inc. | 0.04% | 4,442 | $516K | Add +1.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 1,267 | $510K | Add +3.3% |
| GDDY GoDaddy Inc. Class A | 0.04% | 2,581 | $509K | Add +0.8% |
| OMC Omnicom Group | 0.04% | 5,861 | $508K | Reduce -0.4% |
| FND Floor & Decor Holdings Inc. Class A | 0.04% | 5,082 | $507K | Add +0.6% |
| KO The Coca-Cola Co. | 0.04% | 7,904 | $492K | Reduce -0.8% |
| DECK Deckers Outdoor Corp. | 0.04% | 2,408 | $489K | Add +2.2% |
| EPP iShares MSCI Pacific Ex Japa | 0.04% | 11,000 | $482K | No change |
| MUSA Murphy USA Inc. | 0.04% | 956 | $480K | Add +0.4% |
| ZBH Zimmer Biomet Holdings Inc. | 0.03% | 4,500 | $476K | Add +4.8% |
| EXEL Exelixis Inc. | 0.03% | 14,151 | $471K | Add +1.5% |
| CEG Constellation Energy | 0.03% | 2,104 | $471K | Add +2.8% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 7,801 | $470K | Reduce -5.3% |
| ANET Arista Networks Inc. | 0.03% | 4,230 | $468K | Add +10.6% |
| KMX Carmax Inc. | 0.03% | 5,700 | $466K | Add +0.8% |
| CB Chubb Ltd. | 0.03% | 1,676 | $465K | Add +3.1% |
| MET Metlife Inc. | 0.03% | 5,455 | $447K | Add +0.3% |
| ICE Intercontinental Exchange Inc. | 0.03% | 2,982 | $444K | No change |
| EME Emcor Group Inc. | 0.03% | 975 | $443K | Add +0.1% |
| UNP Union Pacific Corp. | 0.03% | 1,931 | $440K | Reduce -3.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.03% | 18,972 | $433K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 3,488 | $421K | Add +10.1% |
| NEE Nextera Energy Inc. | 0.03% | 5,841 | $419K | Reduce -0.7% |
| GM General Motors Co. | 0.03% | 7,840 | $418K | Add +0.8% |
| GS Goldman Sachs Group Inc. | 0.03% | 725 | $415K | Add +8.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 4,987 | $409K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 2,149 | $404K | Add +1.9% |
| APO Apollo Global Management Inc. | 0.03% | 2,387 | $394K | Reduce -21.9% |
| SAP Sap SE-Sponsored ADR | 0.03% | 1,600 | $394K | Add +6.2% |
| GNRC Generac Holdings Inc. | 0.03% | 2,512 | $389K | Add +0.8% |
| BSX Boston Scientific Corp. | 0.03% | 4,345 | $388K | Add +9.0% |
| SPG Simon Property Group Inc. | 0.03% | 2,236 | $385K | Add +4.3% |
| LRCX Lam Research Corp. | 0.03% | 5,259 | $382K | Reduce -29.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.03% | 8,966 | $376K | Add +0.1% |
| GLD SPDR Gold Shares | 0.03% | 1,549 | $375K | Reduce -6.1% |
| ABFL Abacus FCF Leaders ETF | 0.03% | 5,544 | $368K | No change |
| STLD Steel Dynamics Inc. | 0.03% | 3,200 | $366K | Add +3.3% |
| JBL Jabil Inc. | 0.03% | 2,539 | $365K | Add +3.3% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.03% | 4,278 | $365K | Reduce -2.6% |
| ALL Allstate Corp. | 0.03% | 1,865 | $361K | Add +2.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 14,586 | $360K | Add +0.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 4,646 | $357K | Add +3.6% |
| VT Vanguard Tot World STK ETF | 0.03% | 3,000 | $352K | No change |
| COP Conocophillips | 0.03% | 3,551 | $352K | New |
| MO Altria Group Inc. | 0.03% | 6,562 | $350K | Reduce -1.4% |
| HON Honeywell International Inc. | 0.03% | 1,545 | $349K | Add +14.1% |
| APP AppLovin Corp. Class A | 0.03% | 1,076 | $348K | New |
| URI United Rentals Inc. | 0.02% | 480 | $338K | Add +1.3% |
| ELAN Elanco Animal Health Inc. | 0.02% | 27,838 | $337K | Add +1.0% |
| GEV GE Vernova Inc. | 0.02% | 1,022 | $336K | Add +8.6% |
| DBX Dropbox Inc. Class A | 0.02% | 11,076 | $333K | Add +2.6% |
| TMUS T-Mobile US Inc. | 0.02% | 1,488 | $328K | Add +3.6% |
| SHOP Shopify Inc. Class A | 0.02% | 3,068 | $326K | Reduce -12.5% |
| LEN Lennar Corp. Class A | 0.02% | 2,387 | $326K | Reduce -2.3% |
| PINS Pinterest Inc. Class A | 0.02% | 11,101 | $322K | Reduce -3.3% |
| GD General Dynamics Corp. | 0.02% | 1,221 | $322K | Reduce -5.3% |
| OTIS Otis Worldwide Corp. | 0.02% | 3,455 | $320K | Add +3.1% |
| OKTA Okta Inc. | 0.02% | 4,026 | $317K | Add +1.2% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 5,245 | $316K | Add +5.3% |
| FLEX Flex Ltd. | 0.02% | 8,226 | $316K | Reduce -3.9% |
| UL Unilever PLC | 0.02% | 5,552 | $315K | Add +7.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.02% | 13,429 | $313K | Reduce -4.5% |
| ZTS Zoetis Inc. | 0.02% | 1,922 | $313K | Reduce -2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 1,302 | $313K | No change |
| CDNS Cadence Design SYS Inc. | 0.02% | 1,037 | $312K | Add +5.9% |
| NKE Nike Inc. Class B | 0.02% | 4,085 | $311K | Add +2.1% |
| GUNR NT Mstar GLBL NR ETF | 0.02% | 8,467 | $308K | No change |
| GGG Graco Inc. | 0.02% | 3,641 | $307K | Add +2.2% |
| HUBB Hubbell Inc. | 0.02% | 730 | $306K | Add +2.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.02% | 2,670 | $306K | No change |
| LBRDK Liberty Broadband-C | 0.02% | 4,071 | $304K | Add +1.4% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.02% | 14,235 | $304K | Reduce -4.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 13,600 | $302K | Reduce -4.6% |
| IBMN iShares Ibonds Dec 2025 Term | 0.02% | 11,271 | $300K | New |
| IBMO iShares Ibonds Dec 2026 Term | 0.02% | 11,781 | $300K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.02% | 5,151 | $292K | Add +0.6% |
| SHEL Shell PLC-ADR | 0.02% | 4,640 | $291K | Reduce -4.7% |
| WMB Williams Cos Inc. | 0.02% | 5,361 | $290K | Add +4.7% |
| CTAS Cintas Corp. | 0.02% | 1,576 | $288K | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.02% | 10,534 | $288K | Add +31.7% |
| OC Owens Corning | 0.02% | 1,642 | $280K | Add +1.6% |
| WM Waste Management Inc. | 0.02% | 1,373 | $277K | Add +5.7% |
| AMP Ameriprise Financial Inc. | 0.02% | 514 | $274K | Add +3.0% |
| CSL Carlisle Cos Inc. | 0.02% | 741 | $273K | Add +0.3% |
| JCI Johnson Controls Internation | 0.02% | 3,416 | $271K | Add +11.1% |
| INTU Intuit Inc. | 0.02% | 426 | $268K | Add +25.7% |
| MRSH Marsh & McLennan Cos | 0.02% | 1,259 | $267K | Add +0.6% |
| SWKS Skyworks Solutions Inc. | 0.02% | 3,010 | $267K | Add +5.0% |
| AER Aercap Holdings NV | 0.02% | 2,772 | $265K | Add +0.2% |
| XYL Xylem Inc. | 0.02% | 2,277 | $264K | Reduce -1.4% |
| NI Nisource Inc. | 0.02% | 7,171 | $264K | Add +6.4% |
| EXC Exelon Corp. | 0.02% | 6,953 | $262K | Add +21.5% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 2,676 | $260K | Add +6.4% |
| VRSK Verisk Analytics Inc. | 0.02% | 943 | $260K | Add +2.2% |
| HST Host Hotels & Resorts Inc. | 0.02% | 14,495 | $258K | Add +1.4% |
| ET Energy Transfer LP | 0.02% | 13,180 | $258K | No change |
| FTNT Fortinet Inc. | 0.02% | 2,723 | $257K | New |
| QLYS Qualys Inc. | 0.02% | 1,830 | $257K | Add +2.8% |
| BX Blackstone Inc. | 0.02% | 1,482 | $256K | Add +7.7% |
| C Citigroup Inc. | 0.02% | 3,596 | $253K | New |
| WTW Willis Towers Watson PLC | 0.02% | 804 | $253K | Add +2.2% |
| EPD Enterprise Products Partners | 0.02% | 8,000 | $251K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 238 | $251K | Add +4.8% |
| FCX Freeport-McMoran Inc. | 0.02% | 6,586 | $251K | Reduce -1.7% |
| EW Edwards Lifesciences Corp. | 0.02% | 3,382 | $250K | Add +8.0% |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 9,951 | $250K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 360 | $250K | Reduce -23.2% |
| CPNG Coupang Inc. | 0.02% | 11,292 | $248K | Reduce -0.0% |
| RPM RPM International Inc. | 0.02% | 2,010 | $247K | Add +1.8% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 20,956 | $246K | Add +2.0% |
| DFIV Dimensional International Va | 0.02% | 6,903 | $245K | New |
| HUBS HubSpot Inc. | 0.02% | 351 | $245K | New |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 3,176 | $240K | New |
| TGT Target Corp. | 0.02% | 1,762 | $238K | Reduce -23.4% |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 0.02% | 21,324 | $235K | No change |
| CI The Cigna Group | 0.02% | 849 | $234K | Reduce -5.1% |
| LNT Alliant Energy Corp. | 0.02% | 3,959 | $234K | Reduce -10.7% |
| TTE Totalenergies SE -Spon ADR | 0.02% | 4,235 | $234K | Add +8.0% |
| TTC Toro Co. | 0.02% | 2,907 | $234K | Add +0.7% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 2,272 | $231K | Add +0.0% |
| IR Ingersoll-Rand Inc. | 0.02% | 2,529 | $229K | Reduce -22.4% |
| CYBR Cyberark Software Ltd./Israel | 0.02% | 685 | $228K | New |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,711 | $226K | New |
| BKR Baker Hughes Co. | 0.02% | 5,506 | $226K | New |
| DE Deere & Co. | 0.02% | 531 | $226K | Add +7.9% |
| ARCC Ares Capital Corp. | 0.02% | 10,248 | $224K | No change |
| FIS Fidelity National Info Serv | 0.02% | 2,764 | $223K | Add +7.4% |
| CXT Crane NXT Co. | 0.02% | 3,829 | $223K | No change |
| LSCC Lattice Semiconductor Corp. | 0.02% | 3,935 | $223K | Add +0.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 5,740 | $222K | Reduce -13.7% |
| ELV Elevance Health Inc. | 0.02% | 596 | $220K | Reduce -17.3% |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 2,661 | $208K | New |
| LMT Lockheed Martin Corp. | 0.02% | 426 | $207K | Add +0.7% |
| DEO Diageo PLC-Sponsored ADR | 0.02% | 1,624 | $206K | Add +7.0% |
| AMT American Tower Corp. | 0.01% | 1,113 | $206K | Add +5.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 814 | $201K | New |
| ICLR Icon PLC | 0.01% | 958 | $201K | Reduce -0.8% |
| UA Under Armour Inc. Class C | 0.01% | 26,924 | $201K | Add +1.4% |
| HLN Haleon PLC-ADR | 0.01% | 20,738 | $198K | Add +8.6% |
| ING ING Groep N.V.-Sponsored ADR | 0.01% | 12,094 | $190K | Add +0.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 13,652 | $135K | Reduce -5.0% |
| PFO Flaherty & Crumrine P&I Opp | 0.01% | 10,000 | $90K | No change |
| JBLU Jetblue Airways Corp. | 0.01% | 10,119 | $80K | Reduce -1.1% |