| MSFT Microsoft Corp. | 4.26% | 174,759 | $73.7M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 3.10% | 223,676 | $53.6M | Reduce -6.1% |
| AAPL Apple Inc. | 2.74% | 189,421 | $47.4M | Add +2.8% |
| HD Home Depot Inc. | 2.56% | 114,043 | $44.4M | Reduce -3.0% |
| WM Waste Management Inc. | 2.50% | 214,724 | $43.3M | Reduce -3.2% |
| ABBV Abbvie Inc. | 2.27% | 221,142 | $39.3M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 2.26% | 363,792 | $39.1M | Add +40.0% |
| VYM Vanguard High DVD Yield ETF | 2.18% | 295,712 | $37.7M | Add +5.4% |
| AFL Aflac Inc. | 2.13% | 356,809 | $36.9M | Reduce -5.9% |
| TXN Texas Instruments Inc. | 2.12% | 196,022 | $36.8M | Reduce -2.3% |
| PNC PNC Financial Services Group | 1.94% | 173,697 | $33.5M | Reduce -4.7% |
| PAYX Paychex Inc. | 1.86% | 229,786 | $32.2M | Reduce -2.5% |
| NDAQ Nasdaq Inc. | 1.85% | 413,234 | $31.9M | Reduce -4.3% |
| PLD Prologis Inc. | 1.82% | 297,628 | $31.5M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 1.81% | 61,926 | $31.3M | Add +0.7% |
| MRK Merck & Co. Inc. | 1.71% | 296,758 | $29.5M | Reduce -22.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.70% | 382,400 | $29.4M | Reduce -43.4% |
| JNJ Johnson & Johnson | 1.69% | 201,955 | $29.2M | Reduce -2.1% |
| VZ Verizon Communications Inc. | 1.67% | 724,143 | $29.0M | Reduce -2.4% |
| MDT Medtronic PLC | 1.65% | 358,508 | $28.6M | Reduce -2.6% |
| PG The Procter & Gamble Co. | 1.65% | 170,612 | $28.6M | Reduce -1.1% |
| MCD McDonald's Corp. | 1.64% | 97,879 | $28.4M | Add +1.8% |
| ACN Accenture PLC Class A | 1.62% | 79,699 | $28.0M | Reduce -1.6% |
| KO The Coca-Cola Co. | 1.61% | 448,037 | $27.9M | Reduce -0.4% |
| CVX Chevron Corp. | 1.61% | 191,968 | $27.8M | Add +0.1% |
| GD General Dynamics Corp. | 1.60% | 105,089 | $27.7M | Reduce -2.2% |
| UNP Union Pacific Corp. | 1.57% | 119,114 | $27.2M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 1.44% | 348,832 | $25.0M | Reduce -1.4% |
| DUK Duke Energy Corp. | 1.40% | 224,653 | $24.2M | Reduce -1.3% |
| LHX L3HARRIS Technologies Inc. | 1.39% | 114,470 | $24.1M | Reduce -1.7% |
| USB US Bancorp | 1.36% | 493,416 | $23.6M | Reduce -4.2% |
| MAA Mid-America Apartment Comm | 1.35% | 151,713 | $23.5M | Reduce -1.8% |
| PEP Pepsico Inc. | 1.35% | 153,140 | $23.3M | Reduce -0.5% |
| AWK American Water Works Co. Inc. | 1.28% | 177,283 | $22.1M | Add +0.4% |
| FAST Fastenal Co. | 1.26% | 303,706 | $21.8M | Reduce -3.2% |
| XLB SS Materials Select Sector | 1.25% | 258,134 | $21.7M | Reduce -0.6% |
| AMGN Amgen Inc. | 1.25% | 83,200 | $21.7M | Reduce -1.0% |
| UPS United Parcel Service Class B | 1.25% | 171,027 | $21.6M | Add +3.0% |
| SO The Southern Co. | 1.20% | 253,096 | $20.8M | Reduce -1.3% |
| PFE Pfizer Inc. | 1.20% | 782,165 | $20.8M | Reduce -7.1% |
| O Realty Income Corp. | 1.17% | 380,072 | $20.3M | Reduce -0.7% |
| GIS General Mills Inc. | 1.15% | 312,565 | $19.9M | Add +1.6% |
| SWK Stanley Black & Decker Inc. | 1.10% | 237,120 | $19.0M | Reduce -4.5% |
| BBY Best Buy Co. Inc. | 1.04% | 209,720 | $18.0M | Reduce -2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.90% | 139,772 | $15.6M | Add +2432.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.85% | 66,932 | $14.7M | Reduce -0.6% |
| ABT Abbott Laboratories | 0.81% | 124,303 | $14.1M | Add +0.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.79% | 264,635 | $13.6M | Reduce -12.8% |
| AMZN Amazon.com Inc. | 0.59% | 46,481 | $10.2M | Add +9.3% |
| META Meta Platforms Inc. Class A | 0.49% | 14,618 | $8.6M | Add +12.6% |
| XLV SS Health Care Select Sector | 0.49% | 61,987 | $8.5M | Add +24.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 18,040 | $8.2M | Add +1.2% |
| VFH Vanguard Financials ETF | 0.45% | 65,920 | $7.8M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 0.43% | 11,980 | $7.4M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.42% | 13,794 | $7.3M | Add +6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 11,710 | $6.9M | Add +7.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.39% | 131,140 | $6.8M | Reduce -15.4% |
| XLI SS Industrial Select Sector | 0.39% | 50,570 | $6.7M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 0.38% | 34,695 | $6.6M | Add +21.9% |
| NVDA Nvidia Corp. | 0.37% | 48,204 | $6.5M | Add +38.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.35% | 69,860 | $6.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 20,638 | $6.0M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.34% | 30,801 | $5.9M | Reduce -0.1% |
| V Visa Inc. Class A | 0.34% | 18,550 | $5.9M | Reduce -3.8% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 82,471 | $5.1M | Reduce -7.7% |
| KKR KKR & Co. Inc. | 0.30% | 34,720 | $5.1M | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.29% | 22,729 | $5.1M | Add +16.7% |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 55,412 | $4.9M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.26% | 5,786 | $4.5M | Add +6.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.26% | 219,229 | $4.5M | Add +44.7% |
| IBDX iShares Ibonds Dec 2032 TC | 0.25% | 176,092 | $4.3M | Add +48.5% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 37,289 | $4.3M | Reduce -2.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.23% | 175,694 | $4.0M | Add +31.6% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.23% | 156,401 | $3.9M | Add +42.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 19,451 | $3.8M | Add +0.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.22% | 178,610 | $3.8M | Add +28.3% |
| XLP SS Consumer Staples Sel Sect | 0.22% | 47,907 | $3.8M | Reduce -0.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 49,636 | $3.8M | Reduce -2.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.22% | 149,916 | $3.7M | Add +27.3% |
| PGR Progressive Corp. | 0.20% | 14,179 | $3.4M | Add +0.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.19% | 138,808 | $3.3M | Add +26.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.19% | 139,287 | $3.3M | Add +29.3% |
| VNQ Vanguard Real Estate ETF | 0.19% | 37,061 | $3.3M | Add +16.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.19% | 131,173 | $3.3M | Add +27.6% |
| ADSK Autodesk Inc. | 0.19% | 11,094 | $3.3M | Reduce -0.0% |
| IWF iShares Russell 1000 Growth | 0.17% | 7,520 | $3.0M | Reduce -0.7% |
| VOX Vanguard Communication Servi | 0.16% | 18,342 | $2.8M | Add +55.0% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 58,171 | $2.8M | Reduce -36.0% |
| IWB iShares Russell 1000 ETF | 0.16% | 8,607 | $2.8M | No change |
| MDY State Street SPDR S&P Midcap | 0.15% | 4,593 | $2.6M | Reduce -10.0% |
| FISV Fiserv Inc. | 0.15% | 12,666 | $2.6M | Add +0.2% |
| BKNG Booking Holdings Inc. | 0.15% | 519 | $2.6M | No change |
| ADI Analog Devices Inc. | 0.15% | 12,084 | $2.6M | Add +26.5% |
| LOW Lowe's Cos Inc. | 0.14% | 10,160 | $2.5M | Add +24.9% |
| IWM iShares Russell 2000 ETF | 0.14% | 11,128 | $2.5M | Add +1.1% |
| FCNCA First Citizens Bcshs Class A | 0.14% | 1,119 | $2.4M | Add +0.2% |
| BRO Brown & Brown Inc. | 0.13% | 22,850 | $2.3M | No change |
| ADBE Adobe Inc. | 0.13% | 5,127 | $2.3M | Add +24.4% |
| URI United Rentals Inc. | 0.13% | 3,206 | $2.3M | Reduce -0.2% |
| EW Edwards Lifesciences Corp. | 0.13% | 30,179 | $2.2M | Reduce -18.5% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.13% | 86,483 | $2.2M | Add +96.7% |
| AS Amer Sports Inc. | 0.13% | 78,068 | $2.2M | Reduce -2.7% |
| INTU Intuit Inc. | 0.12% | 3,311 | $2.1M | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 5,012 | $2.1M | Reduce -17.2% |
| AVGO Broadcom Inc. | 0.12% | 8,690 | $2.0M | Add +28.2% |
| HON Honeywell International Inc. | 0.11% | 8,564 | $1.9M | Add +48.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 15,681 | $1.9M | Add +0.3% |
| ELV Elevance Health Inc. | 0.11% | 5,090 | $1.9M | Add +16.6% |
| RJF Raymond James Financial Inc. | 0.11% | 11,821 | $1.8M | No change |
| XLE SS Energy Select Sector | 0.10% | 21,182 | $1.8M | Add +14.2% |
| EMR Emerson Electric Co. | 0.10% | 14,534 | $1.8M | Add +36.1% |
| SU Suncor Energy Inc. | 0.10% | 50,427 | $1.8M | Add +8.5% |
| CARR Carrier Global Corp. | 0.10% | 26,004 | $1.8M | Reduce -4.8% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 40,184 | $1.8M | No change |
| CCIF Carlyle Credit Income Fund | 0.10% | 217,347 | $1.7M | New |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 28,850 | $1.7M | Reduce -0.6% |
| TMUS T-Mobile US Inc. | 0.09% | 7,381 | $1.6M | Reduce -0.2% |
| WEC WEC Energy Group Inc. | 0.09% | 17,320 | $1.6M | Reduce -0.1% |
| AIG American International Group | 0.09% | 21,953 | $1.6M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.09% | 2,708 | $1.6M | Add +87.0% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 9,182 | $1.5M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 0.09% | 2,748 | $1.5M | Add +11.3% |
| IEMG iShares Core MSCI Emerging | 0.08% | 27,919 | $1.5M | Reduce -6.0% |
| WFC Wells Fargo & Co. | 0.08% | 20,528 | $1.4M | Add +88.1% |
| FERG Ferguson Enterprises Inc. | 0.08% | 7,849 | $1.4M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 2 | $1.4M | No change |
| MRVL Marvell Technology Inc. | 0.08% | 12,237 | $1.4M | Add +63.8% |
| BKR Baker Hughes Co. | 0.08% | 32,891 | $1.3M | Add +15.0% |
| ISRG Intuitive Surgical Inc. | 0.07% | 2,373 | $1.2M | Add +37.8% |
| A Agilent Technologies Inc. | 0.07% | 9,156 | $1.2M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 27,831 | $1.2M | Add +0.2% |
| SYY Sysco Corp. | 0.07% | 15,956 | $1.2M | Add +82.3% |
| BA The Boeing Co. | 0.07% | 6,826 | $1.2M | New |
| BDX Becton Dickinson and Co. | 0.07% | 5,082 | $1.2M | Add +99.4% |
| BX Blackstone Inc. | 0.07% | 6,595 | $1.1M | Reduce -0.4% |
| SBUX Starbucks Corp. | 0.07% | 12,440 | $1.1M | Add +75.5% |
| RTX RTX Corp. | 0.06% | 9,571 | $1.1M | Reduce -1.0% |
| TSCO Tractor Supply Company | 0.06% | 20,755 | $1.1M | Reduce -1.2% |
| UBER Uber Technologies Inc. | 0.06% | 18,152 | $1.1M | Reduce -0.1% |
| CSX CSX Corp. | 0.06% | 33,513 | $1.1M | Add +91.0% |
| KMX Carmax Inc. | 0.06% | 13,136 | $1.1M | Add +0.1% |
| WPC WP Carey Inc. | 0.06% | 18,922 | $1.0M | New |
| DHR Danaher Corp. | 0.06% | 4,437 | $1.0M | Add +0.0% |
| WDAY Workday Inc. Class A | 0.06% | 3,808 | $983K | Reduce -0.1% |
| NOMD Nomad Foods Ltd. | 0.06% | 58,518 | $982K | Add +0.1% |
| ILMN Illumina Inc. | 0.06% | 7,266 | $971K | New |
| CNI Canadian Natl Railway Co. | 0.06% | 9,537 | $968K | Add +0.4% |
| TGT Target Corp. | 0.06% | 7,044 | $952K | Add +80.3% |
| BKH Black Hills Corp. | 0.05% | 16,000 | $936K | No change |
| ETN Eaton Corp. PLC | 0.05% | 2,742 | $910K | No change |
| ALGN Align Technology Inc. | 0.05% | 4,265 | $889K | Add +0.1% |
| WMT Walmart Inc. | 0.05% | 9,745 | $880K | Add +7.5% |
| ORCL Oracle Corp. | 0.05% | 5,283 | $880K | Reduce -1.7% |
| BFAM Bright Horizons Family Solut | 0.05% | 7,919 | $878K | Add +0.1% |
| CL Colgate-Palmolive Co. | 0.05% | 9,650 | $877K | No change |
| KLAC KLA Corp. | 0.05% | 1,392 | $877K | New |
| C Citigroup Inc. | 0.05% | 12,170 | $857K | Add +84.8% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 30,644 | $854K | Reduce -14.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 11,897 | $836K | Reduce -11.6% |
| PYLD PIMCO Multisector Bond Actv | 0.05% | 32,106 | $832K | New |
| HCI Hci Group Inc. | 0.05% | 7,100 | $827K | No change |
| HBNC Horizon Bancorp Inc. | 0.05% | 50,546 | $814K | No change |
| IDXX Idexx Laboratories Inc. | 0.05% | 1,964 | $812K | New |
| IWN iShares Russell 2000 Value E | 0.05% | 4,935 | $810K | No change |
| IVV iShares Core S&P 500 ETF | 0.05% | 1,362 | $802K | Add +15.4% |
| EOG EOG Resources Inc. | 0.05% | 6,433 | $789K | Add +84.2% |
| DFAC Dimensional US Core Equity 2 | 0.04% | 20,928 | $724K | New |
| BP BP PLC-Spons ADR | 0.04% | 23,812 | $704K | No change |
| PYPL PayPal Holdings Inc. | 0.04% | 7,925 | $676K | Add +143.6% |
| EPD Enterprise Products Partners | 0.04% | 20,651 | $648K | No change |
| DG Dollar General Corp. | 0.04% | 8,340 | $632K | Add +95.9% |
| ENB Enbridge Inc. | 0.04% | 14,744 | $626K | Add +5.7% |
| GPN Global Payments Inc. | 0.04% | 5,536 | $620K | No change |
| QCOM Qualcomm Inc. | 0.03% | 3,884 | $597K | Add +5.4% |
| CSCO Cisco Systems Inc. | 0.03% | 9,819 | $581K | Add +7.9% |
| ADP Automatic Data Processing | 0.03% | 1,917 | $561K | Add +11.7% |
| TFC Truist Financial Corp. | 0.03% | 12,833 | $557K | New |
| AMED Amedisys Inc. | 0.03% | 6,000 | $545K | No change |
| EFA iShares MSCI Eafe ETF | 0.03% | 6,959 | $526K | Reduce -2.8% |
| COST Costco Wholesale Corp. | 0.03% | 561 | $514K | Add +53.7% |
| IHE iShares US Pharmaceuticals E | 0.03% | 7,461 | $490K | New |
| ET Energy Transfer LP | 0.03% | 24,765 | $485K | No change |
| TSLA Tesla Inc. | 0.03% | 1,154 | $466K | No change |
| SNV Synovus Financial Corp. | 0.03% | 9,090 | $466K | No change |
| PDT John Hancock Prem DVD FND | 0.03% | 35,920 | $458K | No change |
| SBCF Seacoast Banking Corp. | 0.03% | 16,400 | $451K | Reduce -2.4% |
| HOMB Home Bancshares Inc. | 0.03% | 15,953 | $451K | Reduce -14.3% |
| NSC Norfolk Southern Corp. | 0.02% | 1,720 | $404K | No change |
| DVY iShares Select Dividend ETF | 0.02% | 3,015 | $396K | Reduce -4.1% |
| CRM Salesforce Inc. | 0.02% | 1,176 | $393K | No change |
| SCHF Schwab Intl Equity ETF | 0.02% | 20,080 | $371K | No change |
| ITOT iShares Core S&P Total U.S. | 0.02% | 2,864 | $368K | No change |
| WY Weyerhaeuser Co. | 0.02% | 12,725 | $358K | No change |
| VXUS Vanguard Total Intl Stock | 0.02% | 5,853 | $345K | No change |
| MPLX MPLX LP | 0.02% | 7,038 | $337K | No change |
| OKE Oneok Inc. | 0.02% | 3,336 | $335K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 650 | $332K | Reduce -10.0% |
| AON Aon PLC Class A | 0.02% | 920 | $330K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 295 | $311K | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.02% | 849 | $308K | Reduce -5.6% |
| UL Unilever PLC | 0.02% | 5,428 | $308K | Add +1.4% |
| PFIS Peoples Financial Services | 0.02% | 6,009 | $308K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 6,005 | $301K | No change |
| LIN Linde PLC | 0.02% | 706 | $296K | Reduce -11.9% |
| GLD SPDR Gold Shares | 0.02% | 1,210 | $293K | Add +9.0% |
| EFX Equifax Inc. | 0.02% | 1,112 | $283K | Reduce -0.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 3,531 | $278K | No change |
| IVW iShares S&P 500 Growth ETF | 0.02% | 2,716 | $276K | No change |
| DEM Wisdomtree Emerging Markets | 0.02% | 6,775 | $274K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 7,810 | $267K | Reduce -5.2% |
| FICO Fair Isaac Corp. | 0.02% | 133 | $265K | No change |
| KMB Kimberly-Clark Corp. | 0.02% | 2,010 | $263K | Reduce -3.6% |
| ALL Allstate Corp. | 0.02% | 1,355 | $261K | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 0.02% | 899 | $261K | Add +10.4% |
| IWV iShares Russell 3000 ETF | 0.01% | 768 | $257K | No change |
| SHEL Shell PLC-ADR | 0.01% | 4,051 | $254K | Reduce -5.8% |
| IWD iShares Russell 1000 Value E | 0.01% | 1,360 | $252K | Add +1.5% |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 3,225 | $251K | No change |
| DD Dupont DE Nemours Inc. | 0.01% | 3,259 | $248K | No change |
| MCK McKesson Corp. | 0.01% | 432 | $246K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 463 | $225K | Reduce -11.8% |
| BAX Baxter International Inc. | 0.01% | 7,640 | $223K | No change |
| XEL Xcel Energy Inc. | 0.01% | 3,283 | $222K | Reduce -42.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 9,297 | $220K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 2,303 | $213K | No change |
| MS Morgan Stanley | 0.01% | 1,689 | $212K | New |
| COP Conocophillips | 0.01% | 2,108 | $209K | New |
| NKE Nike Inc. Class B | 0.01% | 2,758 | $209K | Reduce -12.2% |
| DFS Discover Financial Services | 0.01% | 1,157 | $200K | New |
| PAA Plains All Amer Pipeline LP | 0.01% | 10,788 | $184K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 13,629 | $135K | Reduce -0.8% |
| DYAI Dyadic International Inc. | 0.00% | 11,111 | $19K | No change |