| AAPL Apple Inc. | 4.96% | 228,462 | $48.1M | Reduce -3.5% |
| MSFT Microsoft Corp. | 3.56% | 77,275 | $34.5M | Reduce -0.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.71% | 1,059,376 | $26.3M | Add +5.4% |
| LLY Eli Lilly & Co. | 2.49% | 26,644 | $24.1M | Reduce -1.0% |
| NVDA Nvidia Corp. | 2.35% | 184,482 | $22.8M | Add +0.3% |
| IBDR iShares Ibonds Dec 2026 Term | 2.32% | 942,940 | $22.5M | Add +7.3% |
| IBDP iShares Ibonds Dec 2024 Term | 2.08% | 804,501 | $20.2M | Add +3.4% |
| SCHX Schwab US Large-Cap ETF | 2.07% | 312,937 | $20.1M | Reduce -2.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.87% | 764,678 | $18.1M | Add +3.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.77% | 592,823 | $17.1M | Add +15.7% |
| VOO Vanguard S&P 500 ETF | 1.67% | 32,430 | $16.2M | Add +9.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.65% | 645,251 | $16.0M | Add +6.3% |
| VIG Vanguard Dividend Apprec ETF | 1.59% | 84,589 | $15.4M | Reduce -1.3% |
| SCHD Schwab US DVD Equity ETF | 1.45% | 180,781 | $14.1M | Reduce -9.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.44% | 52,208 | $14.0M | Add +8.3% |
| AMZN Amazon.com Inc. | 1.42% | 71,248 | $13.8M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 1.40% | 82,160 | $13.5M | Reduce -1.7% |
| VGT Vanguard Info Tech ETF | 1.38% | 23,195 | $13.4M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.20% | 24,347 | $11.7M | Reduce -1.1% |
| IBDU iShares Ibonds Dec 2029 Term | 1.18% | 502,849 | $11.4M | Add +15.2% |
| JNJ Johnson & Johnson | 1.17% | 77,932 | $11.4M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.17% | 56,127 | $11.4M | Reduce -0.5% |
| SPHQ Invesco S&P 500 Quality ETF | 1.16% | 176,569 | $11.2M | Add +11.6% |
| GOOG Alphabet Inc. Class C | 1.11% | 58,641 | $10.8M | Reduce -1.6% |
| HD Home Depot Inc. | 1.10% | 30,993 | $10.7M | Add +1.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.08% | 494,404 | $10.5M | Add +14.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.05% | 503,132 | $10.2M | Add +15.2% |
| ABBV Abbvie Inc. | 0.96% | 54,024 | $9.3M | Reduce -0.4% |
| DGRO iShares Core Dividend Growth | 0.94% | 158,534 | $9.1M | Reduce -13.3% |
| IBTE iShares Ibonds Dec 2024 Term | 0.92% | 370,695 | $8.9M | Add +6.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.90% | 22,308 | $8.7M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 14,794 | $8.1M | Add +1.7% |
| AMGN Amgen Inc. | 0.82% | 25,326 | $7.9M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.75% | 4,553 | $7.3M | Reduce -11.4% |
| EPD Enterprise Products Partners | 0.74% | 248,462 | $7.2M | No change |
| KO The Coca-Cola Co. | 0.74% | 112,701 | $7.2M | Reduce -9.9% |
| TSLA Tesla Inc. | 0.73% | 36,009 | $7.1M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 17,473 | $7.1M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.71% | 18,924 | $6.9M | Reduce -8.1% |
| XOM Exxon Mobil Corp. | 0.71% | 59,909 | $6.9M | Add +21.9% |
| SO The Southern Co. | 0.70% | 87,319 | $6.8M | Reduce -2.7% |
| MCD McDonald's Corp. | 0.68% | 25,788 | $6.6M | Add +1.0% |
| BND Vanguard Total Bond Market | 0.66% | 89,121 | $6.4M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.65% | 34,436 | $6.3M | Add +3.6% |
| VYM Vanguard High DVD Yield ETF | 0.63% | 51,446 | $6.1M | Add +8.4% |
| MRK Merck & Co. Inc. | 0.62% | 48,489 | $6.0M | Add +0.2% |
| CVX Chevron Corp. | 0.61% | 37,601 | $5.9M | Add +1.0% |
| XLK SS Technology Select Sector | 0.58% | 25,080 | $5.7M | Add +12.4% |
| WMT Walmart Inc. | 0.58% | 83,267 | $5.6M | Reduce -0.6% |
| V Visa Inc. Class A | 0.56% | 20,666 | $5.4M | Add +3.5% |
| PEP Pepsico Inc. | 0.49% | 28,606 | $4.7M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 26,738 | $4.6M | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 28,101 | $4.5M | Reduce -2.2% |
| IWR iShares Russell Mid-Cap ETF | 0.46% | 55,380 | $4.5M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.46% | 5,217 | $4.4M | Reduce -1.4% |
| XLV SS Health Care Select Sector | 0.46% | 30,413 | $4.4M | Add +2.5% |
| EMR Emerson Electric Co. | 0.45% | 39,865 | $4.4M | No change |
| QCOM Qualcomm Inc. | 0.44% | 21,414 | $4.3M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.41% | 7,980 | $4.0M | Add +4.4% |
| KMB Kimberly-Clark Corp. | 0.41% | 28,893 | $4.0M | Reduce -3.1% |
| VHT Vanguard Health Care ETF | 0.37% | 13,569 | $3.6M | Add +1.8% |
| IBMO iShares Ibonds Dec 2026 Term | 0.35% | 135,721 | $3.4M | Add +15.0% |
| IBMN iShares Ibonds Dec 2025 Term | 0.35% | 129,651 | $3.4M | Add +15.0% |
| PFE Pfizer Inc. | 0.35% | 122,453 | $3.4M | Add +1.0% |
| GD General Dynamics Corp. | 0.34% | 11,413 | $3.3M | Reduce -5.7% |
| CAT Caterpillar Inc. | 0.34% | 9,758 | $3.3M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.33% | 6,321 | $3.2M | Add +1.3% |
| AFL Aflac Inc. | 0.33% | 35,750 | $3.2M | Add +0.3% |
| IBMM iShares Ibonds Dec 2024 Term | 0.33% | 121,826 | $3.2M | Add +14.5% |
| NEE Nextera Energy Inc. | 0.32% | 44,458 | $3.1M | Reduce -3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 8,314 | $3.1M | Add +1.8% |
| AGG iShares Core U.S. Aggregate | 0.32% | 31,919 | $3.1M | Add +6.4% |
| AXP American Express Co. | 0.30% | 12,695 | $2.9M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.30% | 20,528 | $2.9M | Add +0.8% |
| IWB iShares Russell 1000 ETF | 0.29% | 9,347 | $2.8M | Add +6.0% |
| VZ Verizon Communications Inc. | 0.28% | 66,375 | $2.7M | Reduce -9.8% |
| FITB Fifth Third Bancorp | 0.28% | 73,734 | $2.7M | Add +1.5% |
| GLD SPDR Gold Shares | 0.27% | 12,281 | $2.6M | Add +3.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.27% | 55,642 | $2.6M | Reduce -22.8% |
| IBMP iShares Ibonds Dec 2027 Term | 0.27% | 104,864 | $2.6M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 65,070 | $2.6M | Reduce -6.8% |
| TXN Texas Instruments Inc. | 0.27% | 13,284 | $2.6M | Reduce -4.4% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 61,564 | $2.6M | Add +13.1% |
| CMCSA Comcast Corp. Class A | 0.26% | 65,143 | $2.6M | Add +6.8% |
| CRM Salesforce Inc. | 0.26% | 9,909 | $2.5M | Add +5.6% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 32,372 | $2.5M | Add +11.1% |
| MDT Medtronic PLC | 0.26% | 31,456 | $2.5M | Reduce -0.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 36,176 | $2.5M | Add +11.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.25% | 30,976 | $2.4M | Add +0.3% |
| ABT Abbott Laboratories | 0.25% | 23,268 | $2.4M | Add +0.1% |
| GIS General Mills Inc. | 0.25% | 37,890 | $2.4M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.25% | 9,976 | $2.4M | Reduce -0.9% |
| WMB Williams Cos Inc. | 0.24% | 55,656 | $2.4M | Add +5.2% |
| PFF iShares Preferred & Income S | 0.24% | 74,963 | $2.4M | Reduce -13.1% |
| DLR Digital Realty Trust Inc. | 0.24% | 15,539 | $2.4M | Reduce -3.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.24% | 46,013 | $2.4M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 9,558 | $2.3M | Add +1.2% |
| KMI Kinder Morgan Inc. | 0.24% | 116,346 | $2.3M | Reduce -6.2% |
| INTU Intuit Inc. | 0.23% | 3,461 | $2.3M | Add +7.0% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 4,057 | $2.2M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.23% | 10,862 | $2.2M | Add +11.6% |
| DNP DNP Select Income Fund Inc. | 0.23% | 267,182 | $2.2M | Reduce -2.6% |
| NOBL Proshares S&P 500 Dividend A | 0.23% | 22,804 | $2.2M | Reduce -3.0% |
| RTX RTX Corp. | 0.23% | 21,806 | $2.2M | Reduce -5.9% |
| ZTS Zoetis Inc. | 0.22% | 12,581 | $2.2M | Add +12.0% |
| PM Philip Morris International | 0.21% | 20,534 | $2.1M | Add +4.7% |
| PGR Progressive Corp. | 0.21% | 9,970 | $2.1M | Add +0.6% |
| REGN Regeneron Pharmaceuticals | 0.21% | 1,961 | $2.1M | Reduce -9.0% |
| ITW Illinois Tool Works | 0.21% | 8,646 | $2.0M | Add +0.3% |
| DUK Duke Energy Corp. | 0.21% | 20,183 | $2.0M | Reduce -2.9% |
| INTC Intel Corp. | 0.20% | 63,308 | $2.0M | Reduce -7.2% |
| CSCO Cisco Systems Inc. | 0.20% | 40,614 | $1.9M | Add +0.9% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.20% | 77,108 | $1.9M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.19% | 3,407 | $1.9M | Add +1.0% |
| LRCX Lam Research Corp. | 0.19% | 1,748 | $1.9M | Reduce -4.2% |
| WM Waste Management Inc. | 0.19% | 8,597 | $1.8M | Add +1.1% |
| ED Consolidated Edison Inc. | 0.19% | 20,408 | $1.8M | Add +5.1% |
| EQIX Equinix Inc. | 0.18% | 2,324 | $1.8M | Add +9.8% |
| AEP American Electric Power | 0.18% | 19,966 | $1.8M | Reduce -1.6% |
| DEO Diageo PLC-Sponsored ADR | 0.18% | 13,805 | $1.7M | Reduce -2.7% |
| HCA HCA Healthcare Inc. | 0.18% | 5,343 | $1.7M | Add +5.3% |
| MO Altria Group Inc. | 0.17% | 36,614 | $1.7M | Reduce -3.8% |
| LMT Lockheed Martin Corp. | 0.17% | 3,503 | $1.6M | Add +1.1% |
| ROK Rockwell Automation Inc. | 0.17% | 5,923 | $1.6M | Add +6.5% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.17% | 65,427 | $1.6M | Add +2.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 10,711 | $1.6M | Reduce -22.6% |
| HON Honeywell International Inc. | 0.16% | 7,449 | $1.6M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 21,649 | $1.6M | Reduce -2.7% |
| PFG Principal Financial Group | 0.15% | 18,815 | $1.5M | Add +8.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.15% | 18,847 | $1.5M | Reduce -2.9% |
| DE Deere & Co. | 0.15% | 3,895 | $1.5M | No change |
| VIGI Vanguard Int Div App Indx FD | 0.15% | 17,568 | $1.4M | Add +33.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.14% | 2,980 | $1.4M | Reduce -1.7% |
| LOW Lowe's Cos Inc. | 0.14% | 6,277 | $1.4M | Add +0.5% |
| SYK Stryker Corp. | 0.14% | 3,924 | $1.3M | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 13,049 | $1.3M | Reduce -0.5% |
| DVY iShares Select Dividend ETF | 0.13% | 10,594 | $1.3M | Reduce -0.2% |
| CP Canadian Pacific Kansas City | 0.13% | 16,126 | $1.3M | Add +5.3% |
| BAX Baxter International Inc. | 0.13% | 37,512 | $1.3M | Add +223.2% |
| ISRG Intuitive Surgical Inc. | 0.13% | 2,800 | $1.2M | Reduce -1.1% |
| IWD iShares Russell 1000 Value E | 0.13% | 7,138 | $1.2M | Reduce -2.9% |
| IEF iShares 7-10 Year Treasury B | 0.13% | 13,153 | $1.2M | Reduce -3.0% |
| BLK BlackRock Finance Inc. | 0.13% | 1,556 | $1.2M | Add +16.9% |
| MGA Magna International Inc. | 0.13% | 29,239 | $1.2M | Add +12.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 2 | $1.2M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 11,011 | $1.2M | Add +7.1% |
| PAYX Paychex Inc. | 0.12% | 10,070 | $1.2M | Reduce -2.5% |
| FHI Federated Hermes Inc. | 0.12% | 36,217 | $1.2M | Add +0.7% |
| PNC PNC Financial Services Group | 0.12% | 7,657 | $1.2M | Add +0.7% |
| CCI Crown Castle Inc. | 0.12% | 12,126 | $1.2M | Add +15.5% |
| ETN Eaton Corp. PLC | 0.12% | 3,636 | $1.1M | Add +8.2% |
| EFX Equifax Inc. | 0.12% | 4,602 | $1.1M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.11% | 1,645 | $1.1M | Reduce -0.7% |
| IAU iShares Gold Trust | 0.11% | 25,217 | $1.1M | No change |
| BUFF Innovator Laddered Allocatio | 0.11% | 25,575 | $1.1M | Reduce -23.6% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 11,506 | $1.1M | No change |
| GPN Global Payments Inc. | 0.11% | 10,988 | $1.1M | Reduce -0.3% |
| PEG Public Service Enterprise GP | 0.11% | 14,378 | $1.1M | Add +0.6% |
| EXR Extra Space Storage Inc. | 0.11% | 6,640 | $1.0M | Add +6.1% |
| PANW Palo Alto Networks Inc. | 0.11% | 3,021 | $1.0M | Add +5.2% |
| AMD Advanced Micro Devices | 0.10% | 6,266 | $1.0M | Add +1.4% |
| VCR Vanguard Consumer Discre ETF | 0.10% | 3,155 | $985K | Add +5.9% |
| AMAT Applied Materials Inc. | 0.10% | 4,097 | $967K | Reduce -0.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.10% | 17,088 | $931K | Add +283.5% |
| UNP Union Pacific Corp. | 0.10% | 4,093 | $926K | Reduce -3.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 15,504 | $909K | Reduce -2.1% |
| MUB iShares National Muni Bond E | 0.09% | 8,489 | $905K | Add +1.9% |
| TFC Truist Financial Corp. | 0.09% | 23,217 | $902K | Reduce -6.3% |
| WCN Waste Connections Inc. | 0.09% | 5,033 | $883K | Reduce -0.0% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 7,979 | $880K | No change |
| BX Blackstone Inc. | 0.09% | 6,967 | $862K | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 3,924 | $856K | Reduce -26.2% |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 7,073 | $854K | Reduce -1.5% |
| APD Air Products & Chemicals Inc. | 0.09% | 3,257 | $841K | Add +6.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.09% | 9,889 | $830K | Reduce -13.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.08% | 7,575 | $822K | Reduce -6.7% |
| NSC Norfolk Southern Corp. | 0.08% | 3,793 | $814K | Add +0.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.08% | 9,939 | $812K | Reduce -0.1% |
| MRVL Marvell Technology Inc. | 0.08% | 11,576 | $809K | Reduce -0.3% |
| KLAC KLA Corp. | 0.08% | 966 | $796K | Reduce -13.1% |
| HDV iShares Core High Dividend E | 0.08% | 7,189 | $781K | Reduce -12.6% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 17,731 | $776K | Reduce -0.3% |
| IBB iShares Biotechnology ETF | 0.08% | 5,642 | $774K | Reduce -1.1% |
| NOC Northrop Grumman Corp. | 0.08% | 1,767 | $770K | Add +2.6% |
| CL Colgate-Palmolive Co. | 0.08% | 7,930 | $770K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.08% | 6,444 | $769K | Reduce -11.0% |
| PRK Park National Corp. | 0.08% | 5,393 | $768K | No change |
| SMH Vaneck Semiconductor ETF | 0.08% | 2,868 | $748K | Reduce -13.9% |
| CSX CSX Corp. | 0.08% | 22,320 | $747K | Reduce -2.0% |
| SPG Simon Property Group Inc. | 0.08% | 4,878 | $740K | Reduce -1.0% |
| NXPI NXP Semiconductors NV | 0.08% | 2,748 | $739K | Reduce -5.7% |
| UPS United Parcel Service Class B | 0.08% | 5,338 | $731K | Add +13.0% |
| POCT Innovator U.S. Equity Power | 0.08% | 19,030 | $729K | Reduce -2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 4,141 | $720K | Add +1.7% |
| JAZZ Jazz Pharmaceuticals PLC | 0.07% | 6,687 | $714K | Add +45.8% |
| MCO Moody's Corp. | 0.07% | 1,689 | $711K | Add +0.1% |
| HSY The Hershey Co. | 0.07% | 3,863 | $710K | Add +0.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.07% | 18,609 | $706K | Add +6.5% |
| LIN Linde PLC | 0.07% | 1,607 | $705K | Add +0.2% |
| ET Energy Transfer LP | 0.07% | 43,450 | $705K | Add +0.1% |
| NOW ServiceNow Inc. | 0.07% | 887 | $698K | Reduce -0.3% |
| TGT Target Corp. | 0.07% | 4,708 | $697K | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 6,502 | $693K | Reduce -31.4% |
| MMM 3M Co. | 0.07% | 6,601 | $675K | Reduce -4.5% |
| DFUV Dimensional US Marketwide Va | 0.07% | 17,170 | $674K | No change |
| MDLZ Mondelez International Inc. Class A | 0.07% | 10,202 | $668K | Reduce -0.5% |
| SLV iShares Silver Trust | 0.07% | 24,904 | $662K | Add +42.9% |
| GILD Gilead Sciences Inc. | 0.07% | 9,634 | $661K | Add +6.7% |
| IEMG iShares Core MSCI Emerging | 0.07% | 12,328 | $660K | Reduce -28.6% |
| CME Cme Group Inc. | 0.07% | 3,311 | $651K | Reduce -49.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.07% | 27,702 | $643K | No change |
| IGM iShares Expanded Tech Sector | 0.07% | 6,685 | $630K | Add +0.4% |
| COP Conocophillips | 0.06% | 5,414 | $619K | Add +3.9% |
| SHOP Shopify Inc. Class A | 0.06% | 9,328 | $616K | Add +1.4% |
| DHI D.R. Horton Inc. | 0.06% | 4,356 | $614K | Add +9.3% |
| SUSA iShares ESG Optimized MSCI U | 0.06% | 5,436 | $611K | Reduce -6.8% |
| MA Mastercard Inc. Class A | 0.06% | 1,382 | $610K | Add +0.4% |
| IWO iShares Russell 2000 Growth | 0.06% | 2,318 | $609K | Reduce -0.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.06% | 6,062 | $601K | No change |
| TMFC Motley Fool 100 Index ETF | 0.06% | 11,153 | $600K | Add +7.9% |
| FSS Federal Signal Corp. | 0.06% | 7,140 | $597K | No change |
| ELV Elevance Health Inc. | 0.06% | 1,090 | $591K | Reduce -5.0% |
| XLE SS Energy Select Sector | 0.06% | 6,401 | $583K | Add +0.7% |
| AON Aon PLC Class A | 0.06% | 1,970 | $578K | Reduce -6.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 1,482 | $568K | Add +35.6% |
| DFUS Dimensional US Eq MKT ETF | 0.06% | 9,462 | $557K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.06% | 3,172 | $544K | Reduce -17.0% |
| USB US Bancorp | 0.06% | 13,678 | $543K | Add +20.1% |
| CARR Carrier Global Corp. | 0.05% | 8,449 | $533K | No change |
| PPL PPL Corp. | 0.05% | 19,091 | $528K | Reduce -6.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.05% | 6,048 | $524K | Add +25.7% |
| TSCO Tractor Supply Company | 0.05% | 1,912 | $516K | Reduce -3.5% |
| IWN iShares Russell 2000 Value E | 0.05% | 3,346 | $510K | No change |
| TDV Proshares S&P Tech DVD Arist | 0.05% | 6,593 | $492K | No change |
| GS Goldman Sachs Group Inc. | 0.05% | 1,085 | $491K | Add +3.4% |
| TRV The Travelers Cos Inc. | 0.05% | 2,412 | $490K | No change |
| CI The Cigna Group | 0.05% | 1,480 | $489K | Reduce -2.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.05% | 4,476 | $488K | Reduce -16.2% |
| PAPR Innovator U.S. Equity Power | 0.05% | 13,932 | $483K | Reduce -49.5% |
| USLM United States Lime & Mineral | 0.05% | 1,325 | $483K | Reduce -13.1% |
| NBIX Neurocrine Biosciences Inc. | 0.05% | 3,461 | $476K | Reduce -8.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 464 | $475K | Reduce -11.8% |
| T AT&T Inc. | 0.05% | 24,720 | $472K | Reduce -0.6% |
| UTG Reaves Utility Income Fund | 0.05% | 16,468 | $450K | Reduce -0.6% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.05% | 35,691 | $448K | Reduce -5.2% |
| OKE Oneok Inc. | 0.05% | 5,463 | $446K | Add +8.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.05% | 9,358 | $442K | Add +8.6% |
| CB Chubb Ltd. | 0.05% | 1,720 | $439K | Add +1.8% |
| AZO AutoZone Inc. | 0.05% | 148 | $439K | No change |
| EFA iShares MSCI Eafe ETF | 0.05% | 5,582 | $437K | Add +0.1% |
| MS Morgan Stanley | 0.05% | 4,498 | $437K | Add +4.8% |
| EAGG iShares ESG Aware US Aggrega | 0.04% | 9,318 | $434K | Reduce -8.8% |
| CDW CDW Corp. | 0.04% | 1,935 | $433K | No change |
| FCX Freeport-McMoran Inc. | 0.04% | 8,699 | $423K | Add +16.6% |
| GPC Genuine Parts Co. | 0.04% | 3,051 | $422K | Reduce -4.8% |
| WFC Wells Fargo & Co. | 0.04% | 7,089 | $421K | Reduce -2.8% |
| NKE Nike Inc. Class B | 0.04% | 5,540 | $418K | Add +7.1% |
| WSO Watsco Inc. | 0.04% | 899 | $416K | Reduce -3.4% |
| UL Unilever PLC | 0.04% | 7,563 | $416K | Reduce -6.5% |
| SYY Sysco Corp. | 0.04% | 5,815 | $415K | Add +0.1% |
| ACN Accenture PLC Class A | 0.04% | 1,302 | $395K | Add +2.3% |
| VCLT Vanguard Long-Term Corp. Bond | 0.04% | 5,195 | $394K | No change |
| NVS Novartis AG-Sponsored ADR | 0.04% | 3,661 | $390K | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.04% | 8,823 | $384K | Add +83.0% |
| MET Metlife Inc. | 0.04% | 5,474 | $384K | Add +3.1% |
| DRI Darden Restaurants Inc. | 0.04% | 2,533 | $383K | Reduce -3.9% |
| DHR Danaher Corp. | 0.04% | 1,525 | $381K | Reduce -2.5% |
| EW Edwards Lifesciences Corp. | 0.04% | 4,115 | $380K | No change |
| RSG Republic Services Inc. | 0.04% | 1,918 | $373K | Add +0.2% |
| IXN iShares Global Tech ETF | 0.04% | 4,500 | $373K | No change |
| VFH Vanguard Financials ETF | 0.04% | 3,731 | $373K | Reduce -34.8% |
| OTIS Otis Worldwide Corp. | 0.04% | 3,852 | $371K | Add +2.0% |
| ADBE Adobe Inc. | 0.04% | 665 | $369K | No change |
| FDX FedEx Corp. | 0.04% | 1,219 | $365K | Add +0.2% |
| LNC Lincoln National Corp. | 0.04% | 11,677 | $363K | Reduce -3.2% |
| HUM Humana Inc. | 0.04% | 968 | $362K | Reduce -2.0% |
| XLC SS Comm Select Sector SPDR | 0.04% | 4,209 | $361K | Add +1.0% |
| ICE Intercontinental Exchange Inc. | 0.04% | 2,597 | $356K | Reduce -0.2% |
| FNF Fidelity National Financial | 0.04% | 7,122 | $352K | Reduce -5.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 4,550 | $352K | Add +6.4% |
| SLF Sun Life Financial Inc. | 0.04% | 6,982 | $342K | No change |
| C Citigroup Inc. | 0.04% | 5,374 | $341K | Add +1.1% |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 5,400 | $338K | Add +21.4% |
| SCHW Schwab (charles) Corp. | 0.03% | 4,566 | $336K | Reduce -0.8% |
| ITCI Intra-Cellular Therapies Inc. | 0.03% | 4,912 | $336K | New |
| GE General Electric filed as GE AEROSPACE | 0.03% | 2,084 | $331K | No change |
| SNY Sanofi-ADR | 0.03% | 6,790 | $329K | Reduce -1.0% |
| VXUS Vanguard Total Intl Stock | 0.03% | 5,459 | $329K | No change |
| XLF SS Financial Select Sector | 0.03% | 7,847 | $323K | Add +2.0% |
| SCCO Southern Copper Corp. | 0.03% | 2,922 | $315K | Add +11.3% |
| PSX Phillips 66 | 0.03% | 2,226 | $314K | Reduce -15.2% |
| IHI iShares U.S. Medical Devices | 0.03% | 5,592 | $313K | Add +0.8% |
| YUM Yum! Brands Inc. | 0.03% | 2,337 | $310K | No change |
| SNV Synovus Financial Corp. | 0.03% | 7,700 | $309K | No change |
| WEC WEC Energy Group Inc. | 0.03% | 3,941 | $309K | No change |
| WY Weyerhaeuser Co. | 0.03% | 10,883 | $309K | Reduce -14.5% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 6,241 | $308K | No change |
| VDE Vanguard Energy ETF | 0.03% | 2,402 | $306K | No change |
| PDEC Innovator U.S. Equity Power | 0.03% | 8,091 | $303K | Reduce -25.8% |
| VDC Vanguard Consumer Staple ETF | 0.03% | 1,490 | $303K | Reduce -20.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.03% | 1,193 | $298K | No change |
| PSEP Innovator U.S. Equity Power | 0.03% | 7,945 | $298K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.03% | 1,879 | $297K | New |
| BR Broadridge Financial Solutio | 0.03% | 1,500 | $296K | No change |
| CDNS Cadence Design SYS Inc. | 0.03% | 960 | $295K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 8,643 | $295K | Add +2.2% |
| PHYS Sprott Physical Gold Trust | 0.03% | 15,959 | $288K | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.03% | 7,185 | $284K | Reduce -7.9% |
| KHC The Kraft Heinz Co. | 0.03% | 8,773 | $283K | Reduce -5.5% |
| CMI Cummins Inc. | 0.03% | 1,017 | $282K | Add +0.1% |
| GLDM SPDR Gold Minishares Trust | 0.03% | 6,105 | $281K | No change |
| MU Micron Technology Inc. | 0.03% | 2,135 | $281K | Reduce -8.3% |
| CPRT Copart Inc. | 0.03% | 5,183 | $281K | Add +5.5% |
| BTI British American Tob-SP ADR | 0.03% | 9,063 | $280K | Add +10.6% |
| VMC Vulcan Materials Co. | 0.03% | 1,115 | $277K | No change |
| PWV Invesco Large Cap Value ETF | 0.03% | 4,938 | $272K | No change |
| BUFG FT Vest Buffered Allocation | 0.03% | 11,653 | $270K | No change |
| HPQ HP Inc. | 0.03% | 7,678 | $269K | Add +9.5% |
| CCL Carnival Corp. | 0.03% | 14,342 | $268K | Add +18.1% |
| AMT American Tower Corp. | 0.03% | 1,378 | $268K | Reduce -3.9% |
| PAUG Innovator U.S. Equity Power | 0.03% | 7,291 | $266K | No change |
| CVS CVS Health Corp. | 0.03% | 4,479 | $265K | Add +25.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 1,839 | $262K | Reduce -4.0% |
| BCC Boise Cascade Co. | 0.03% | 2,194 | $262K | Reduce -4.4% |
| COF Capital One Financial Corp. | 0.03% | 1,845 | $255K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.03% | 14,639 | $254K | Add +0.2% |
| BDX Becton Dickinson and Co. | 0.03% | 1,087 | $254K | Add +3.3% |
| ATR Aptargroup Inc. | 0.03% | 1,803 | $254K | No change |
| IJH iShares Core S&P Midcap ETF | 0.03% | 4,275 | $250K | Add +0.5% |
| AWK American Water Works Co. Inc. | 0.03% | 1,915 | $247K | Add +3.6% |
| NVT Nvent Electric PLC | 0.03% | 3,198 | $245K | Add +3.2% |
| VTWO Vanguard Russell 2000 ETF | 0.02% | 2,927 | $240K | Add +0.4% |
| FIX Comfort Systems USA Inc. | 0.02% | 784 | $238K | Reduce -45.6% |
| AAON Aaon Inc. | 0.02% | 2,733 | $238K | Add +19.7% |
| DDOG Datadog Inc. Class A | 0.02% | 1,830 | $237K | No change |
| TRI Thomson Reuters Corp. | 0.02% | 1,407 | $237K | No change |
| D Dominion Energy Inc. | 0.02% | 4,840 | $237K | Reduce -0.2% |
| SPGI S&P Global Inc. | 0.02% | 525 | $234K | Reduce -4.0% |
| GLW Corning Inc. | 0.02% | 5,977 | $232K | Reduce -5.5% |
| DOW Dow Inc. | 0.02% | 4,303 | $228K | Add +3.2% |
| WELL Welltower Inc. | 0.02% | 2,176 | $227K | Reduce -8.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 1,454 | $220K | Add +4.2% |
| BSEP Innovator U.S. Equity Buffer | 0.02% | 5,392 | $219K | No change |
| TTE Totalenergies SE -Spon ADR | 0.02% | 3,282 | $219K | Reduce -0.6% |
| EVRG Evergy Inc. | 0.02% | 4,025 | $213K | No change |
| BUFT FT Vest Buffered Allocation | 0.02% | 9,667 | $211K | No change |
| STZ Constellation Brands Inc. Class A | 0.02% | 810 | $208K | Add +0.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 3,459 | $207K | Reduce -13.8% |
| GVI iShares Intermediate Governm | 0.02% | 1,964 | $204K | Reduce -30.4% |
| O Realty Income Corp. | 0.02% | 3,836 | $203K | Add +2.0% |
| CRH CRH PLC | 0.02% | 2,700 | $202K | Reduce -27.0% |
| FIS Fidelity National Info Serv | 0.02% | 2,682 | $202K | Reduce -2.5% |
| ALB Albemarle Corp. | 0.02% | 2,109 | $201K | No change |
| KNSA Kiniksa Pharmaceuticals Inte | 0.02% | 10,642 | $199K | New |
| PCN PIMCO Corporate & Income STR | 0.02% | 12,123 | $160K | No change |
| MYI BlackRock Muniyield QLTY III | 0.02% | 14,150 | $158K | No change |
| BTZ BlackRock Credit Allocation | 0.02% | 14,686 | $157K | Reduce -2.7% |
| BFLY Butterfly Network Inc. | 0.00% | 12,500 | $11K | No change |