| IVV iShares Core S&P 500 ETF | 5.85% | 149,240 | $83.9M | Add +4.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.54% | 1,279,757 | $65.1M | Add +9.2% |
| MEAR Ishrs Short Mat Muni Act ETF | 4.32% | 1,232,247 | $61.9M | Add +17.1% |
| SGOV iShares 0-3 Month Treasury B | 3.86% | 550,330 | $55.4M | Reduce -22.4% |
| SCHR Schwab Intermediate-Term US | 3.78% | 2,181,127 | $54.2M | Add +8.1% |
| DSTL Distillate US Fundamental St | 3.53% | 932,231 | $50.6M | Add +4.8% |
| VIG Vanguard Dividend Apprec ETF | 3.52% | 260,256 | $50.5M | Add +2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.27% | 593,729 | $46.9M | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 2.80% | 689,009 | $40.2M | Add +3.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.08% | 1,260,697 | $29.8M | Add +3.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.84% | 349,502 | $26.4M | Add +31.5% |
| IJR iShares Core S&P Small-Cap E | 1.81% | 248,235 | $26.0M | Add +2.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.78% | 514,112 | $25.5M | Add +15.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.75% | 44,780 | $25.1M | Reduce -0.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.69% | 669,986 | $24.2M | Add +28.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.68% | 879,404 | $24.1M | Add +2.2% |
| VIGI Vanguard Int Div App Indx FD | 1.36% | 235,169 | $19.5M | Add +40.9% |
| XLE SS Energy Select Sector | 1.32% | 201,751 | $18.9M | Add +4.3% |
| AAPL Apple Inc. | 1.27% | 82,118 | $18.2M | Add +2.7% |
| RWK Invesco S&P Midcap 400 Rev | 1.22% | 162,537 | $17.5M | Add +5.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.20% | 560,423 | $17.3M | Add +25.4% |
| JSMD Janus Small Mid Cap GR Alp | 1.15% | 235,882 | $16.5M | Add +4.2% |
| IEMG iShares Core MSCI Emerging | 1.14% | 303,179 | $16.4M | Add +28.1% |
| SCHO Schwab Short-Term US Treas | 1.06% | 623,211 | $15.2M | Add +5.3% |
| IAU iShares Gold Trust | 1.04% | 252,904 | $14.9M | Add +2.8% |
| MUB iShares National Muni Bond E | 1.00% | 136,376 | $14.4M | Add +8.0% |
| MSFT Microsoft Corp. | 1.00% | 38,154 | $14.3M | Add +1.5% |
| COMB Graniteshares Bcom Broad STR | 0.97% | 638,745 | $13.9M | Add +12.6% |
| SCHP Schwab U.S. Tips ETF | 0.85% | 454,446 | $12.2M | Add +9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 22,241 | $11.8M | Add +3.2% |
| JPST JPMorgan Ultra-Short Income | 0.79% | 224,913 | $11.4M | Add +7.2% |
| DFNM Dimensional National Muni BD | 0.78% | 236,140 | $11.2M | Add +25.6% |
| ICSH iShares Ultra Short Duration | 0.78% | 219,783 | $11.1M | Add +5.9% |
| VOO Vanguard S&P 500 ETF | 0.78% | 21,652 | $11.1M | Reduce -1.3% |
| DSMC Distillate S/M Cash Flow ETF | 0.67% | 306,085 | $9.7M | Add +5.7% |
| NVDA Nvidia Corp. | 0.66% | 87,341 | $9.5M | Add +26.7% |
| JEPI JPMorgan Equity Premium Inco | 0.64% | 160,590 | $9.2M | Add +10.3% |
| AMZN Amazon.com Inc. | 0.63% | 47,168 | $9.0M | Add +5.3% |
| JPM JPMorgan Chase & Co. | 0.56% | 32,586 | $8.0M | Reduce -0.5% |
| PRF Invesco Rafi US 1000 ETF | 0.52% | 186,221 | $7.5M | No change |
| GOOG Alphabet Inc. Class C | 0.51% | 47,140 | $7.4M | Reduce -0.7% |
| RWL Invesco S&P 500 Revenue ETF | 0.51% | 74,020 | $7.4M | No change |
| PKW Invesco Buyback Achievers Et | 0.50% | 63,960 | $7.2M | Reduce -0.2% |
| PGR Progressive Corp. | 0.50% | 25,208 | $7.1M | Add +0.4% |
| V Visa Inc. Class A | 0.50% | 20,329 | $7.1M | Add +1.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.50% | 103,141 | $7.1M | Add +12.7% |
| META Meta Platforms Inc. Class A | 0.44% | 10,936 | $6.3M | Add +5.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.43% | 118,774 | $6.2M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.43% | 51,869 | $6.2M | Add +7.3% |
| MCK McKesson Corp. | 0.42% | 8,913 | $6.0M | Add +3.6% |
| CVX Chevron Corp. | 0.42% | 35,832 | $6.0M | Add +4.7% |
| VGIT Vanguard Intermediate-Term T | 0.38% | 91,625 | $5.4M | Add +1.3% |
| MDY State Street SPDR S&P Midcap | 0.36% | 9,719 | $5.2M | No change |
| AVGO Broadcom Inc. | 0.36% | 30,647 | $5.1M | Reduce -1.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.36% | 237,980 | $5.1M | Reduce -3.9% |
| AZO AutoZone Inc. | 0.35% | 1,333 | $5.1M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.35% | 5,358 | $5.1M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.34% | 31,629 | $4.9M | Add +4.6% |
| JNJ Johnson & Johnson | 0.33% | 28,653 | $4.8M | Add +9.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 17,206 | $4.7M | Reduce -2.8% |
| AXP American Express Co. | 0.32% | 16,805 | $4.5M | Reduce -0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.31% | 87,490 | $4.5M | Add +3.9% |
| JMUB JPMorgan Municipal ETF | 0.31% | 88,578 | $4.4M | Add +6.2% |
| QCOM Qualcomm Inc. | 0.31% | 28,665 | $4.4M | Add +3.0% |
| PG The Procter & Gamble Co. | 0.30% | 25,652 | $4.4M | Add +7.2% |
| LLY Eli Lilly & Co. | 0.30% | 5,283 | $4.4M | Add +5.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.30% | 179,374 | $4.3M | Add +1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.30% | 106,511 | $4.3M | Add +3.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 178,103 | $4.3M | Add +3.6% |
| ADP Automatic Data Processing | 0.30% | 13,958 | $4.3M | Add +2.7% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.29% | 166,457 | $4.2M | Reduce -1.0% |
| ORCL Oracle Corp. | 0.29% | 29,349 | $4.1M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.28% | 65,900 | $4.1M | Add +4.2% |
| AMGN Amgen Inc. | 0.28% | 12,851 | $4.0M | Add +7.2% |
| ADI Analog Devices Inc. | 0.28% | 19,754 | $4.0M | Add +3.3% |
| ACN Accenture PLC Class A | 0.28% | 12,726 | $4.0M | Add +0.4% |
| MCD McDonald's Corp. | 0.26% | 11,983 | $3.7M | Add +3.4% |
| KR Kroger Co. | 0.26% | 55,028 | $3.7M | Add +5.1% |
| EBAY eBay Inc. | 0.24% | 51,241 | $3.5M | Add +1.0% |
| MA Mastercard Inc. Class A | 0.24% | 6,329 | $3.5M | Add +6.3% |
| SYK Stryker Corp. | 0.24% | 9,227 | $3.4M | Add +0.3% |
| PEP Pepsico Inc. | 0.22% | 21,457 | $3.2M | Add +1.8% |
| BMY Bristol-Myers Squibb Co. | 0.22% | 51,231 | $3.1M | Add +3.4% |
| ABBV Abbvie Inc. | 0.21% | 14,537 | $3.0M | Add +1.0% |
| PNC PNC Financial Services Group | 0.21% | 17,238 | $3.0M | Add +1.6% |
| MPC Marathon Petroleum Corp. | 0.21% | 20,578 | $3.0M | Add +0.9% |
| DHR Danaher Corp. | 0.20% | 13,994 | $2.9M | Add +2.5% |
| SPGI S&P Global Inc. | 0.20% | 5,645 | $2.9M | Add +1.3% |
| LOW Lowe's Cos Inc. | 0.20% | 12,142 | $2.8M | Add +1.4% |
| PFE Pfizer Inc. | 0.20% | 111,264 | $2.8M | Add +0.7% |
| MDT Medtronic PLC | 0.20% | 31,135 | $2.8M | Add +6.3% |
| EOG EOG Resources Inc. | 0.20% | 21,898 | $2.8M | Add +3.2% |
| PANW Palo Alto Networks Inc. | 0.19% | 15,776 | $2.7M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 26,119 | $2.6M | Add +0.4% |
| SCHW Schwab (charles) Corp. | 0.18% | 32,478 | $2.5M | Add +0.0% |
| EA Electronic Arts Inc. | 0.17% | 16,678 | $2.4M | Add +4.4% |
| CRM Salesforce Inc. | 0.16% | 8,528 | $2.3M | Add +7.2% |
| SPEM State Street SP PTF Em ETF | 0.16% | 58,103 | $2.3M | Add +7.5% |
| USB US Bancorp | 0.16% | 52,884 | $2.3M | Reduce -1.4% |
| AMLP Alerian MLP ETF | 0.16% | 43,478 | $2.3M | Add +0.1% |
| NTRS Northern Trust Corp. | 0.15% | 22,362 | $2.2M | Add +5.5% |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 26,023 | $2.2M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.15% | 18,279 | $2.2M | Add +0.3% |
| DVN Devon Energy Corp. | 0.15% | 57,199 | $2.1M | Add +10.8% |
| GILD Gilead Sciences Inc. | 0.15% | 18,909 | $2.1M | Add +8.2% |
| BDX Becton Dickinson and Co. | 0.15% | 9,151 | $2.1M | Reduce -2.9% |
| DFAS Dimensional US Small Cap ETF | 0.15% | 34,875 | $2.1M | Add +3.8% |
| NFLX Netflix Inc. | 0.14% | 2,194 | $2.0M | Add +2.8% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.14% | 88,490 | $2.0M | Add +5.2% |
| PYPL PayPal Holdings Inc. | 0.14% | 30,980 | $2.0M | Add +1.1% |
| HD Home Depot Inc. | 0.14% | 5,340 | $2.0M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 4,010 | $1.9M | No change |
| CSX CSX Corp. | 0.13% | 63,439 | $1.9M | Add +4.8% |
| ABT Abbott Laboratories | 0.13% | 13,669 | $1.8M | Add +1.1% |
| EFA iShares MSCI Eafe ETF | 0.13% | 21,991 | $1.8M | No change |
| ADBE Adobe Inc. | 0.12% | 4,456 | $1.7M | Add +13.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.12% | 14,321 | $1.7M | Add +7.1% |
| SGOL Abrdn Physical Gold Shares | 0.11% | 55,118 | $1.6M | No change |
| BSMQ Invesco Bulletshares 2026 MB | 0.11% | 67,506 | $1.6M | Reduce -5.9% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.11% | 44,556 | $1.6M | Add +13.2% |
| EQT Eqt Corp. | 0.11% | 29,362 | $1.6M | Reduce -2.0% |
| UNH Unitedhealth Group Inc. | 0.11% | 2,995 | $1.6M | Add +13.9% |
| ORLY O'reilly Automotive Inc. | 0.11% | 1,086 | $1.6M | Add +5.2% |
| BSMP Invesco Bulletshares 2025 MB | 0.11% | 62,211 | $1.5M | Reduce -6.1% |
| TSLA Tesla Inc. | 0.10% | 5,732 | $1.5M | Reduce -2.5% |
| LIN Linde PLC | 0.10% | 3,173 | $1.5M | Add +9.0% |
| UPS United Parcel Service Class B | 0.10% | 13,290 | $1.5M | Add +20.2% |
| DOCU Docusign Inc. | 0.10% | 17,797 | $1.4M | Add +1.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.10% | 31,160 | $1.4M | Reduce 0.0% |
| SUSA iShares ESG Optimized MSCI U | 0.10% | 12,125 | $1.4M | Reduce -0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.10% | 3,300 | $1.4M | No change |
| APH Amphenol Corp. Class A | 0.09% | 20,126 | $1.3M | Reduce -0.6% |
| CPRT Copart Inc. | 0.09% | 23,198 | $1.3M | Reduce -0.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.09% | 18,376 | $1.3M | Add +0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.09% | 19,603 | $1.3M | Reduce -3.5% |
| SFM Sprouts Farmers Market Inc. | 0.09% | 8,345 | $1.3M | Reduce -3.6% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.09% | 33,492 | $1.3M | No change |
| RTX RTX Corp. | 0.09% | 9,499 | $1.3M | Add +4.8% |
| MKL Markel Group Inc. | 0.09% | 654 | $1.2M | Add +1.1% |
| CAH Cardinal Health Inc. | 0.08% | 8,730 | $1.2M | Add +0.4% |
| BRO Brown & Brown Inc. | 0.08% | 9,390 | $1.2M | Add +0.6% |
| FAST Fastenal Co. | 0.08% | 14,737 | $1.1M | Add +3.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.08% | 45,145 | $1.1M | Add +2.3% |
| WMT Walmart Inc. | 0.08% | 12,943 | $1.1M | Add +3.6% |
| BSCP Invesco Bulletshares 2025 CB | 0.08% | 53,579 | $1.1M | Reduce -6.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 13,465 | $1.1M | No change |
| SPIP SS SPDR P Tips ETF | 0.07% | 38,371 | $1.0M | Reduce -0.3% |
| IT Gartner Inc. | 0.07% | 2,324 | $975K | Add +1.6% |
| EXPD Expeditors Intl Wash Inc. | 0.07% | 8,025 | $965K | Add +5.0% |
| BKNG Booking Holdings Inc. | 0.07% | 206 | $949K | Add +7.8% |
| DVY iShares Select Dividend ETF | 0.07% | 7,007 | $941K | Add +0.1% |
| RHI Robert Half Inc. | 0.07% | 17,081 | $932K | Add +8.2% |
| IWF iShares Russell 1000 Growth | 0.06% | 2,558 | $924K | Add +0.2% |
| SCMB Schwab Municipal Bond ETF | 0.06% | 36,207 | $919K | Add +10.7% |
| PM Philip Morris International | 0.06% | 5,724 | $916K | Add +14.1% |
| MRK Merck & Co. Inc. | 0.06% | 10,066 | $910K | Add +12.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,593 | $893K | Add +4.8% |
| TEL Te Connectivity PLC | 0.06% | 6,295 | $890K | Add +12.2% |
| VDE Vanguard Energy ETF | 0.06% | 6,742 | $874K | Add +1.7% |
| CR Crane Co. | 0.06% | 5,681 | $870K | Reduce -4.0% |
| RGA Reinsurance Group of America | 0.06% | 4,182 | $823K | Reduce -5.2% |
| LH Labcorp Holdings Inc. | 0.06% | 3,493 | $813K | Add +1.5% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 4,019 | $806K | Add +7.9% |
| IBMN iShares Ibonds Dec 2025 Term | 0.06% | 30,020 | $803K | Add +166.3% |
| RLI Rli Corp. | 0.05% | 9,787 | $786K | Add +2.0% |
| T AT&T Inc. | 0.05% | 27,243 | $770K | Add +18.9% |
| ISRG Intuitive Surgical Inc. | 0.05% | 1,554 | $770K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 17,892 | $747K | Reduce -3.2% |
| MS Morgan Stanley | 0.05% | 6,272 | $732K | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,600 | $722K | No change |
| AFG American Financial Group Inc. | 0.05% | 5,471 | $719K | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 1,443 | $719K | Add +2.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.05% | 8,935 | $714K | Add +18.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.05% | 1,450 | $703K | Add +14.4% |
| KO The Coca-Cola Co. | 0.05% | 9,740 | $703K | Add +23.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.05% | 27,461 | $702K | Add +133.1% |
| CDW CDW Corp. | 0.05% | 4,316 | $692K | Add +2.2% |
| VZ Verizon Communications Inc. | 0.05% | 15,150 | $687K | Add +9.3% |
| WFC Wells Fargo & Co. | 0.05% | 9,524 | $684K | Reduce -0.2% |
| ROST Ross Stores Inc. | 0.05% | 5,316 | $679K | Reduce -3.5% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 13,000 | $661K | No change |
| BAH Booz Allen Hamilton Holdings | 0.05% | 6,317 | $661K | Add +2.6% |
| FISV Fiserv Inc. | 0.05% | 2,978 | $658K | Add +4.5% |
| TDG Transdigm Group Inc. | 0.05% | 475 | $657K | Add +2.8% |
| ACGL Arch Capital Group Ltd. | 0.04% | 6,672 | $642K | Add +1.7% |
| CARR Carrier Global Corp. | 0.04% | 10,063 | $638K | Add +3.2% |
| UHS Universal Health Services-B | 0.04% | 3,393 | $638K | Add +1.3% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 9,240 | $631K | Add +18.4% |
| ESGU iShares ESG Aware MSCI USA | 0.04% | 5,048 | $615K | No change |
| CMCSA Comcast Corp. Class A | 0.04% | 16,649 | $614K | Reduce -13.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 3,631 | $605K | Add +11.3% |
| EEM iShares MSCI Emerging Market | 0.04% | 13,749 | $601K | Add +3.5% |
| AMD Advanced Micro Devices | 0.04% | 5,835 | $599K | Add +15.0% |
| ULTA Ulta Beauty Inc. | 0.04% | 1,631 | $598K | Add +3.5% |
| CAT Caterpillar Inc. | 0.04% | 1,805 | $595K | Reduce -1.1% |
| FICO Fair Isaac Corp. | 0.04% | 319 | $588K | Add +4.3% |
| BLK BlackRock Inc. | 0.04% | 615 | $582K | Add +2.8% |
| ICE Intercontinental Exchange Inc. | 0.04% | 3,279 | $566K | Add +10.0% |
| CB Chubb Ltd. | 0.04% | 1,849 | $560K | Add +10.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 837 | $555K | Add +132.5% |
| WSM Williams-Sonoma Inc. | 0.04% | 3,506 | $554K | Add +0.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 7,842 | $554K | Add +15.3% |
| EXEL Exelixis Inc. | 0.04% | 14,903 | $550K | Add +5.3% |
| ETN Eaton Corp. PLC | 0.04% | 1,969 | $535K | Reduce -0.7% |
| TMHC Taylor Morrison Home Corp. | 0.04% | 8,901 | $534K | Reduce -5.8% |
| TMUS T-Mobile US Inc. | 0.04% | 2,003 | $534K | Add +34.6% |
| BA The Boeing Co. | 0.04% | 3,073 | $524K | Reduce -11.7% |
| SHEL Shell PLC-ADR | 0.04% | 7,072 | $518K | Add +52.4% |
| OMC Omnicom Group | 0.04% | 6,120 | $511K | Add +4.4% |
| ZBH Zimmer Biomet Holdings Inc. | 0.03% | 4,417 | $501K | Reduce -1.8% |
| RF Regions Financial Corp. | 0.03% | 22,814 | $501K | Add +3.5% |
| SAP Sap SE-Sponsored ADR | 0.03% | 1,860 | $499K | Add +16.3% |
| NEE Nextera Energy Inc. | 0.03% | 6,951 | $493K | Add +19.0% |
| GDDY GoDaddy Inc. Class A | 0.03% | 2,717 | $489K | Add +5.3% |
| MO Altria Group Inc. | 0.03% | 7,998 | $488K | Add +21.9% |
| BSX Boston Scientific Corp. | 0.03% | 4,831 | $487K | Add +11.2% |
| TXN Texas Instruments Inc. | 0.03% | 2,699 | $485K | Reduce -68.6% |
| LRCX Lam Research Corp. | 0.03% | 6,636 | $484K | Add +26.2% |
| UNP Union Pacific Corp. | 0.03% | 2,041 | $482K | Add +5.7% |
| OKTA Okta Inc. | 0.03% | 4,437 | $467K | Add +10.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.03% | 20,077 | $464K | Add +5.8% |
| NOW ServiceNow Inc. | 0.03% | 581 | $463K | Add +2.6% |
| MCHP Microchip Technology Inc. | 0.03% | 9,427 | $456K | Add +4.5% |
| CI The Cigna Group | 0.03% | 1,369 | $450K | Add +61.3% |
| MUSA Murphy USA Inc. | 0.03% | 958 | $450K | Add +0.2% |
| MET Metlife Inc. | 0.03% | 5,460 | $438K | Add +0.1% |
| COP Conocophillips | 0.03% | 4,124 | $433K | Add +16.1% |
| GLD SPDR Gold Shares | 0.03% | 1,503 | $433K | Reduce -3.0% |
| KMX Carmax Inc. | 0.03% | 5,509 | $429K | Reduce -3.4% |
| GS Goldman Sachs Group Inc. | 0.03% | 783 | $428K | Add +8.0% |
| CEG Constellation Energy | 0.03% | 2,109 | $425K | Add +0.2% |
| STLD Steel Dynamics Inc. | 0.03% | 3,387 | $425K | Add +5.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 5,046 | $423K | Add +8.6% |
| FND Floor & Decor Holdings Inc. Class A | 0.03% | 5,216 | $420K | Add +2.6% |
| SBUX Starbucks Corp. | 0.03% | 4,269 | $419K | Reduce -77.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 3,424 | $417K | Reduce -1.8% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 3,589 | $414K | Add +34.1% |
| GD General Dynamics Corp. | 0.03% | 1,488 | $406K | Add +21.9% |
| TTE Totalenergies SE -Spon ADR | 0.03% | 6,177 | $404K | Add +45.9% |
| ALL Allstate Corp. | 0.03% | 1,941 | $404K | Add +4.1% |
| UL Unilever PLC | 0.03% | 6,764 | $403K | Add +21.8% |
| GIS General Mills Inc. | 0.03% | 6,730 | $402K | New |
| GM General Motors Co. | 0.03% | 8,424 | $396K | Add +7.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 2,189 | $391K | Add +1.9% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 13,965 | $390K | Add +32.6% |
| NTAP Netapp Inc. | 0.03% | 4,405 | $387K | Reduce -0.8% |
| TAP Molson Coors Beverage Co. Class B | 0.03% | 6,318 | $385K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 4,635 | $383K | Reduce -7.1% |
| OTIS Otis Worldwide Corp. | 0.03% | 3,701 | $382K | Add +7.1% |
| EME Emcor Group Inc. | 0.03% | 1,032 | $381K | Add +5.8% |
| WM Waste Management Inc. | 0.03% | 1,586 | $367K | Add +15.5% |
| PINS Pinterest Inc. Class A | 0.03% | 11,787 | $365K | Add +6.2% |
| SPG Simon Property Group Inc. | 0.03% | 2,195 | $365K | Reduce -1.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 14,586 | $365K | No change |
| CTAS Cintas Corp. | 0.03% | 1,759 | $362K | Add +11.6% |
| MRSH Marsh & McLennan Cos | 0.03% | 1,477 | $360K | Add +17.3% |
| LBRDK Liberty Broadband-C | 0.02% | 4,197 | $357K | Add +3.1% |
| ABFL Abacus FCF Leaders ETF | 0.02% | 5,544 | $354K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 13,914 | $352K | Add +39.8% |
| JBL Jabil Inc. | 0.02% | 2,583 | $351K | Add +1.7% |
| VT Vanguard Tot World STK ETF | 0.02% | 3,000 | $348K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 8,966 | $344K | No change |
| WMB Williams Cos Inc. | 0.02% | 5,744 | $343K | Add +7.1% |
| ZTS Zoetis Inc. | 0.02% | 2,063 | $340K | Add +7.3% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.02% | 24,687 | $336K | Add +17.8% |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 2,529 | $334K | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.02% | 4,276 | $334K | Reduce -0.1% |
| EXC Exelon Corp. | 0.02% | 7,220 | $333K | Add +3.8% |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 0.02% | 28,403 | $331K | Add +33.2% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 3,927 | $331K | Add +23.6% |
| APO Apollo Global Management Inc. | 0.02% | 2,417 | $331K | Add +1.3% |
| GUNR NT Mstar GLBL NR ETF | 0.02% | 8,467 | $329K | No change |
| HON Honeywell International Inc. | 0.02% | 1,540 | $326K | Reduce -0.3% |
| ANET Arista Networks Inc. | 0.02% | 4,168 | $323K | Reduce -1.5% |
| GNRC Generac Holdings Inc. | 0.02% | 2,537 | $321K | Add +1.0% |
| GGG Graco Inc. | 0.02% | 3,843 | $321K | Add +5.5% |
| DBX Dropbox Inc. Class A | 0.02% | 11,744 | $314K | Add +6.0% |
| JCI Johnson Controls Internation | 0.02% | 3,882 | $312K | Add +13.6% |
| DECK Deckers Outdoor Corp. | 0.02% | 2,792 | $312K | Add +15.9% |
| ELAN Elanco Animal Health Inc. | 0.02% | 29,414 | $309K | Add +5.7% |
| SONY Sony Group Corp. - SP ADR | 0.02% | 12,133 | $308K | New |
| GEV GE Vernova Inc. | 0.02% | 1,006 | $307K | Reduce -1.6% |
| SHOP Shopify Inc. Class A | 0.02% | 3,216 | $307K | Add +4.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.02% | 5,151 | $304K | No change |
| UBER Uber Technologies Inc. | 0.02% | 4,149 | $302K | New |
| DE Deere & Co. | 0.02% | 640 | $301K | Add +20.5% |
| FTNT Fortinet Inc. | 0.02% | 3,126 | $301K | Add +14.8% |
| EPD Enterprise Products Partners | 0.02% | 8,750 | $299K | Add +9.4% |
| NI Nisource Inc. | 0.02% | 7,448 | $299K | Add +3.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 302 | $298K | Add +26.9% |
| INTU Intuit Inc. | 0.02% | 485 | $298K | Add +13.8% |
| APP AppLovin Corp. Class A | 0.02% | 1,107 | $293K | Add +2.9% |
| URI United Rentals Inc. | 0.02% | 466 | $292K | Reduce -2.9% |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 2,681 | $291K | Add +0.8% |
| HCA HCA Healthcare Inc. | 0.02% | 837 | $289K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 1,302 | $289K | No change |
| VRSK Verisk Analytics Inc. | 0.02% | 959 | $285K | Add +1.7% |
| FLEX Flex Ltd. | 0.02% | 8,622 | $285K | Add +4.8% |
| XYL Xylem Inc. | 0.02% | 2,387 | $285K | Add +4.8% |
| HLN Haleon PLC-ADR | 0.02% | 27,671 | $285K | Add +33.4% |
| AMT American Tower Corp. | 0.02% | 1,300 | $283K | Add +16.8% |
| WTW Willis Towers Watson PLC | 0.02% | 827 | $280K | Add +2.9% |
| CSL Carlisle Cos Inc. | 0.02% | 816 | $278K | Add +10.1% |
| ING ING Groep N.V.-Sponsored ADR | 0.02% | 14,062 | $275K | Add +16.3% |
| DFIV Dimensional International Va | 0.02% | 6,906 | $272K | Add +0.0% |
| LEN Lennar Corp. Class A | 0.02% | 2,368 | $272K | Reduce -0.8% |
| C Citigroup Inc. | 0.02% | 3,764 | $267K | Add +4.7% |
| IBTF iShares Ibonds Dec 2025 Term | 0.02% | 11,371 | $266K | Reduce -15.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.02% | 12,079 | $263K | Reduce -15.2% |
| LNT Alliant Energy Corp. | 0.02% | 4,032 | $259K | Add +1.8% |
| AER Aercap Holdings NV | 0.02% | 2,531 | $259K | Reduce -8.7% |
| SPOT Spotify Technology SA | 0.02% | 471 | $259K | New |
| CPNG Coupang Inc. | 0.02% | 11,768 | $258K | Add +4.2% |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 11,483 | $257K | Reduce -15.6% |
| AMP Ameriprise Financial Inc. | 0.02% | 531 | $257K | Add +3.3% |
| PSQ Proshares Short QQQ | 0.02% | 6,133 | $251K | New |
| OC Owens Corning | 0.02% | 1,745 | $250K | Add +6.3% |
| MU Micron Technology Inc. | 0.02% | 2,840 | $247K | New |
| CNR Core Natural Resources Inc. | 0.02% | 3,194 | $246K | New |
| NKE Nike Inc. Class B | 0.02% | 3,854 | $246K | Reduce -5.7% |
| ET Energy Transfer LP | 0.02% | 13,180 | $245K | No change |
| SO The Southern Co. | 0.02% | 2,661 | $245K | New |
| CDNS Cadence Design SYS Inc. | 0.02% | 960 | $244K | Reduce -7.4% |
| ELV Elevance Health Inc. | 0.02% | 560 | $244K | Reduce -6.0% |
| HUBB Hubbell Inc. | 0.02% | 735 | $243K | Add +0.7% |
| EW Edwards Lifesciences Corp. | 0.02% | 3,350 | $243K | Reduce -0.9% |
| BKR Baker Hughes Co. | 0.02% | 5,497 | $242K | Reduce -0.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 5,674 | $239K | Reduce -1.1% |
| CYBR Cyberark Software Ltd./Israel | 0.02% | 706 | $239K | Add +3.1% |
| TRV The Travelers Cos Inc. | 0.02% | 902 | $239K | New |
| QLYS Qualys Inc. | 0.02% | 1,871 | $236K | Add +2.2% |
| RPM RPM International Inc. | 0.02% | 2,033 | $235K | Add +1.1% |
| BX Blackstone Inc. | 0.02% | 1,679 | $235K | Add +13.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,173 | $233K | New |
| LMT Lockheed Martin Corp. | 0.02% | 521 | $233K | Add +22.3% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,711 | $232K | No change |
| FCX Freeport-McMoran Inc. | 0.02% | 6,109 | $231K | Reduce -7.2% |
| IR Ingersoll-Rand Inc. | 0.02% | 2,842 | $227K | Add +12.4% |
| ARCC Ares Capital Corp. | 0.02% | 10,248 | $227K | No change |
| RWM Proshares Short RUSSELL2000 | 0.02% | 10,859 | $227K | New |
| INTC Intel Corp. | 0.02% | 9,828 | $223K | New |
| ITW Illinois Tool Works | 0.02% | 890 | $222K | New |
| DFS Discover Financial Services | 0.02% | 1,299 | $222K | New |
| TTC Toro Co. | 0.02% | 3,027 | $221K | Add +4.1% |
| LSCC Lattice Semiconductor Corp. | 0.02% | 4,215 | $221K | Add +7.1% |
| GEHC GE Healthcare Technology | 0.02% | 2,735 | $221K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.02% | 11,259 | $221K | New |
| MELI MercadoLibre Inc. | 0.02% | 113 | $220K | New |
| HST Host Hotels & Resorts Inc. | 0.02% | 15,255 | $220K | Add +5.2% |
| SWKS Skyworks Solutions Inc. | 0.02% | 3,386 | $219K | Add +12.5% |
| AMAT Applied Materials Inc. | 0.02% | 1,498 | $217K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.02% | 629 | $217K | New |
| ES Eversource Energy | 0.01% | 3,467 | $215K | New |
| IVW iShares S&P 500 Growth ETF | 0.01% | 2,273 | $211K | Add +0.0% |
| CME Cme Group Inc. | 0.01% | 795 | $211K | New |
| DD Dupont DE Nemours Inc. | 0.01% | 2,813 | $210K | New |
| JLL Jones Lang Lasalle Inc. | 0.01% | 838 | $208K | New |
| CVS CVS Health Corp. | 0.01% | 3,058 | $207K | New |
| ECL Ecolab Inc. | 0.01% | 814 | $207K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.01% | 908 | $207K | Add +11.6% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.01% | 711 | $205K | New |
| WES Western Midstream Partners L | 0.01% | 5,000 | $205K | New |
| AIG American International Group | 0.01% | 2,355 | $205K | New |
| RSG Republic Services Inc. | 0.01% | 839 | $203K | New |
| HUBS HubSpot Inc. | 0.01% | 355 | $203K | Add +1.1% |
| CCI Crown Castle Inc. | 0.01% | 1,937 | $202K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 19,984 | $200K | Add +46.4% |
| UA Under Armour Inc. Class C | 0.01% | 27,325 | $163K | Add +1.5% |
| PFO Flaherty & Crumrine P&I Opp | 0.01% | 10,000 | $92K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 10,298 | $50K | Add +1.8% |