| AAPL Apple Inc. | 5.87% | 308,775 | $71.9M | Add +35.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 3.28% | 1,599,171 | $40.1M | Add +51.0% |
| MSFT Microsoft Corp. | 3.06% | 86,981 | $37.4M | Add +12.6% |
| IBDR iShares Ibonds Dec 2026 Term | 2.38% | 1,198,154 | $29.1M | Add +27.1% |
| NVDA Nvidia Corp. | 2.14% | 215,789 | $26.2M | Add +17.0% |
| LLY Eli Lilly & Co. | 1.99% | 27,564 | $24.4M | Add +3.5% |
| IBDP iShares Ibonds Dec 2024 Term | 1.96% | 950,120 | $24.0M | Add +18.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.91% | 961,816 | $23.4M | Add +25.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.88% | 772,233 | $23.1M | Add +30.3% |
| SCHX Schwab US Large-Cap ETF | 1.85% | 334,004 | $22.7M | Add +6.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.69% | 73,321 | $20.8M | Add +40.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.68% | 806,748 | $20.6M | Add +25.0% |
| VOO Vanguard S&P 500 ETF | 1.67% | 38,713 | $20.4M | Add +19.4% |
| VIG Vanguard Dividend Apprec ETF | 1.48% | 91,709 | $18.2M | Add +8.4% |
| SCHD Schwab US DVD Equity ETF | 1.38% | 199,522 | $16.9M | Add +10.4% |
| AMZN Amazon.com Inc. | 1.33% | 87,224 | $16.3M | Add +22.4% |
| IBDU iShares Ibonds Dec 2029 Term | 1.30% | 676,437 | $15.9M | Add +34.5% |
| VGT Vanguard Info Tech ETF | 1.29% | 26,968 | $15.8M | Add +16.3% |
| PG The Procter & Gamble Co. | 1.26% | 89,396 | $15.5M | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 30,786 | $15.0M | Add +26.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.17% | 646,385 | $14.3M | Add +30.7% |
| SPHQ Invesco S&P 500 Quality ETF | 1.13% | 205,749 | $13.8M | Add +16.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.13% | 651,055 | $13.8M | Add +29.4% |
| HD Home Depot Inc. | 1.12% | 33,998 | $13.8M | Add +9.7% |
| JPM JPMorgan Chase & Co. | 1.10% | 63,751 | $13.4M | Add +13.6% |
| JNJ Johnson & Johnson | 1.08% | 81,374 | $13.2M | Add +4.4% |
| TSLA Tesla Inc. | 0.93% | 43,512 | $11.4M | Add +20.8% |
| ABBV Abbvie Inc. | 0.92% | 57,376 | $11.3M | Add +6.2% |
| DGRO iShares Core Dividend Growth | 0.89% | 174,283 | $10.9M | Add +9.9% |
| GOOG Alphabet Inc. Class C | 0.89% | 65,226 | $10.9M | Add +11.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.86% | 24,835 | $10.5M | Add +11.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 17,827 | $10.2M | Add +20.5% |
| IBTE iShares Ibonds Dec 2024 Term | 0.83% | 424,207 | $10.2M | Add +14.4% |
| AMGN Amgen Inc. | 0.75% | 28,364 | $9.1M | Add +12.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 19,165 | $8.8M | Add +9.7% |
| MCD McDonald's Corp. | 0.71% | 28,591 | $8.7M | Add +10.9% |
| AVGO Broadcom Inc. | 0.70% | 49,861 | $8.6M | Add +9.5% |
| IWF iShares Russell 1000 Growth | 0.69% | 22,590 | $8.5M | Add +19.4% |
| KO The Coca-Cola Co. | 0.69% | 116,788 | $8.4M | Add +3.6% |
| SO The Southern Co. | 0.68% | 91,922 | $8.3M | Add +5.3% |
| XLK SS Technology Select Sector | 0.68% | 36,718 | $8.3M | Add +46.4% |
| XOM Exxon Mobil Corp. | 0.64% | 67,028 | $7.9M | Add +11.9% |
| WMT Walmart Inc. | 0.63% | 96,187 | $7.8M | Add +15.5% |
| VYM Vanguard High DVD Yield ETF | 0.63% | 60,529 | $7.8M | Add +17.7% |
| EPD Enterprise Products Partners | 0.59% | 250,262 | $7.3M | Add +0.7% |
| XLV SS Health Care Select Sector | 0.56% | 44,765 | $6.9M | Add +47.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 30,792 | $6.8M | Add +15.2% |
| BND Vanguard Total Bond Market | 0.55% | 89,105 | $6.7M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.55% | 40,277 | $6.7M | Add +17.0% |
| V Visa Inc. Class A | 0.53% | 23,464 | $6.5M | Add +13.5% |
| CVX Chevron Corp. | 0.50% | 41,210 | $6.1M | Add +9.6% |
| MRK Merck & Co. Inc. | 0.48% | 51,610 | $5.9M | Add +6.4% |
| META Meta Platforms Inc. Class A | 0.48% | 10,235 | $5.9M | Add +28.3% |
| IWR iShares Russell Mid-Cap ETF | 0.45% | 63,229 | $5.6M | Add +14.2% |
| PM Philip Morris International | 0.44% | 44,821 | $5.4M | Add +118.3% |
| COST Costco Wholesale Corp. | 0.44% | 6,107 | $5.4M | Add +17.1% |
| PEP Pepsico Inc. | 0.43% | 31,311 | $5.3M | Add +9.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 29,319 | $5.1M | Add +4.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.41% | 61,643 | $5.0M | Add +70.4% |
| EMR Emerson Electric Co. | 0.36% | 40,811 | $4.5M | Add +2.4% |
| CAT Caterpillar Inc. | 0.36% | 11,408 | $4.5M | Add +16.9% |
| VHT Vanguard Health Care ETF | 0.36% | 15,792 | $4.5M | Add +16.4% |
| XLP SS Consumer Staples Sel Sect | 0.36% | 53,229 | $4.4M | Add +64.4% |
| AXP American Express Co. | 0.35% | 15,805 | $4.3M | Add +24.5% |
| UNH Unitedhealth Group Inc. | 0.35% | 7,298 | $4.3M | Add +15.5% |
| KMB Kimberly-Clark Corp. | 0.35% | 29,860 | $4.2M | Add +3.4% |
| IWB iShares Russell 1000 ETF | 0.34% | 13,252 | $4.2M | Add +41.8% |
| AFL Aflac Inc. | 0.33% | 36,071 | $4.0M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 0.33% | 39,575 | $4.0M | Add +24.0% |
| PFE Pfizer Inc. | 0.32% | 137,132 | $4.0M | Add +12.0% |
| NEE Nextera Energy Inc. | 0.32% | 46,288 | $3.9M | Add +4.1% |
| GD General Dynamics Corp. | 0.32% | 12,903 | $3.9M | Add +13.1% |
| ORCL Oracle Corp. | 0.32% | 22,778 | $3.9M | Add +11.0% |
| LOW Lowe's Cos Inc. | 0.32% | 14,323 | $3.9M | Add +128.2% |
| QCOM Qualcomm Inc. | 0.32% | 22,798 | $3.9M | Add +6.5% |
| FITB Fifth Third Bancorp | 0.32% | 90,462 | $3.9M | Add +22.7% |
| MO Altria Group Inc. | 0.31% | 73,553 | $3.8M | Add +100.9% |
| IBMO iShares Ibonds Dec 2026 Term | 0.30% | 141,144 | $3.6M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 9,385 | $3.6M | Add +12.9% |
| IBMN iShares Ibonds Dec 2025 Term | 0.29% | 134,554 | $3.6M | Add +3.8% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 66,527 | $3.4M | Add +8.1% |
| CRM Salesforce Inc. | 0.28% | 12,486 | $3.4M | Add +26.0% |
| IBMM iShares Ibonds Dec 2024 Term | 0.27% | 125,369 | $3.3M | Add +2.9% |
| WMB Williams Cos Inc. | 0.26% | 70,606 | $3.2M | Add +26.9% |
| IVV iShares Core S&P 500 ETF | 0.26% | 5,556 | $3.2M | Add +63.1% |
| CMCSA Comcast Corp. Class A | 0.26% | 75,744 | $3.2M | Add +16.3% |
| TXN Texas Instruments Inc. | 0.26% | 15,187 | $3.1M | Add +14.3% |
| VZ Verizon Communications Inc. | 0.26% | 69,648 | $3.1M | Add +4.9% |
| ABT Abbott Laboratories | 0.25% | 27,243 | $3.1M | Add +17.1% |
| GLD SPDR Gold Shares | 0.25% | 12,653 | $3.1M | Add +3.0% |
| ZTS Zoetis Inc. | 0.25% | 15,677 | $3.1M | Add +24.6% |
| MDT Medtronic PLC | 0.25% | 33,763 | $3.0M | Add +7.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 17,958 | $3.0M | Add +67.7% |
| IWM iShares Russell 2000 ETF | 0.24% | 13,586 | $3.0M | Add +25.1% |
| KMI Kinder Morgan Inc. | 0.24% | 132,887 | $2.9M | Add +14.2% |
| RTX RTX Corp. | 0.24% | 24,211 | $2.9M | Add +11.0% |
| PGR Progressive Corp. | 0.24% | 11,474 | $2.9M | Add +15.1% |
| GIS General Mills Inc. | 0.23% | 38,486 | $2.8M | Add +1.6% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.23% | 57,763 | $2.8M | Add +3.8% |
| ADP Automatic Data Processing | 0.23% | 10,112 | $2.8M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 70,185 | $2.8M | Add +7.9% |
| IBMP iShares Ibonds Dec 2027 Term | 0.23% | 108,698 | $2.8M | Add +3.7% |
| EQIX Equinix Inc. | 0.22% | 3,087 | $2.7M | Add +32.8% |
| ED Consolidated Edison Inc. | 0.22% | 26,111 | $2.7M | Add +27.9% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.22% | 47,889 | $2.7M | Add +3.1% |
| HCA HCA Healthcare Inc. | 0.22% | 6,670 | $2.7M | Add +24.8% |
| DNP DNP Select Income Fund Inc. | 0.22% | 269,062 | $2.7M | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 4,359 | $2.7M | Add +7.4% |
| DLR Digital Realty Trust Inc. | 0.22% | 16,628 | $2.7M | Add +7.0% |
| INTU Intuit Inc. | 0.21% | 4,220 | $2.6M | Add +21.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 9,760 | $2.6M | Add +2.1% |
| NOBL Proshares S&P 500 Dividend A | 0.21% | 24,051 | $2.6M | Add +5.5% |
| DUK Duke Energy Corp. | 0.21% | 22,190 | $2.6M | Add +9.9% |
| PFF iShares Preferred & Income S | 0.20% | 72,787 | $2.4M | Reduce -2.9% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 32,676 | $2.4M | Add +220.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.20% | 45,614 | $2.4M | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.19% | 42,991 | $2.3M | Add +5.8% |
| ITW Illinois Tool Works | 0.18% | 8,609 | $2.3M | Reduce -0.4% |
| AEP American Electric Power | 0.18% | 21,356 | $2.2M | Add +7.0% |
| REGN Regeneron Pharmaceuticals | 0.18% | 2,044 | $2.1M | Add +4.2% |
| VIGI Vanguard Int Div App Indx FD | 0.17% | 23,940 | $2.1M | Add +36.3% |
| PFG Principal Financial Group | 0.17% | 24,441 | $2.1M | Add +29.9% |
| LMT Lockheed Martin Corp. | 0.17% | 3,582 | $2.1M | Add +2.3% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.17% | 80,981 | $2.1M | Add +5.0% |
| ROK Rockwell Automation Inc. | 0.16% | 7,517 | $2.0M | Add +26.9% |
| DEO Diageo PLC-Sponsored ADR | 0.16% | 14,136 | $2.0M | Add +2.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 24,295 | $1.9M | Add +12.2% |
| WM Waste Management Inc. | 0.15% | 8,772 | $1.8M | Add +2.0% |
| EFX Equifax Inc. | 0.15% | 6,159 | $1.8M | Add +33.8% |
| BYRN Byrna Technologies Inc. | 0.15% | 106,380 | $1.8M | New |
| IWD iShares Russell 1000 Value E | 0.15% | 9,464 | $1.8M | Add +32.6% |
| SYK Stryker Corp. | 0.15% | 4,924 | $1.8M | Add +25.5% |
| HON Honeywell International Inc. | 0.14% | 8,461 | $1.7M | Add +13.6% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.14% | 68,506 | $1.7M | Add +4.7% |
| NSC Norfolk Southern Corp. | 0.14% | 6,834 | $1.7M | Add +80.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 14,182 | $1.7M | Add +28.8% |
| DE Deere & Co. | 0.14% | 3,984 | $1.7M | Add +2.3% |
| CP Canadian Pacific Kansas City | 0.13% | 19,298 | $1.7M | Add +19.7% |
| MGA Magna International Inc. | 0.13% | 39,126 | $1.6M | Add +33.8% |
| CCI Crown Castle Inc. | 0.13% | 13,107 | $1.6M | Add +8.1% |
| BAX Baxter International Inc. | 0.13% | 40,513 | $1.5M | Add +8.0% |
| BLK BlackRock Finance Inc. | 0.13% | 1,619 | $1.5M | Add +4.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.13% | 3,300 | $1.5M | Add +10.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.12% | 19,435 | $1.5M | Add +3.1% |
| EXR Extra Space Storage Inc. | 0.12% | 8,325 | $1.5M | Add +25.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.12% | 25,937 | $1.5M | Add +51.8% |
| LRCX Lam Research Corp. | 0.12% | 1,825 | $1.5M | Add +4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 15,225 | $1.5M | Add +16.7% |
| DVY iShares Select Dividend ETF | 0.12% | 10,656 | $1.4M | Add +0.6% |
| PNC PNC Financial Services Group | 0.12% | 7,747 | $1.4M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 0.12% | 2,892 | $1.4M | Add +3.3% |
| IAU iShares Gold Trust | 0.12% | 28,458 | $1.4M | Add +12.8% |
| VCR Vanguard Consumer Discre ETF | 0.11% | 4,117 | $1.4M | Add +30.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.11% | 2 | $1.4M | No change |
| PAYX Paychex Inc. | 0.11% | 10,297 | $1.4M | Add +2.3% |
| AMD Advanced Micro Devices | 0.11% | 8,096 | $1.3M | Add +29.2% |
| CCC CCC Intelligent Solutions Ho | 0.11% | 120,000 | $1.3M | New |
| INTC Intel Corp. | 0.11% | 56,151 | $1.3M | Reduce -11.3% |
| BUFF Innovator Laddered Allocatio | 0.11% | 29,533 | $1.3M | Add +15.5% |
| IEF iShares 7-10 Year Treasury B | 0.11% | 13,253 | $1.3M | Add +0.8% |
| PEG Public Service Enterprise GP | 0.10% | 14,281 | $1.3M | Reduce -0.7% |
| NFLX Netflix Inc. | 0.10% | 1,793 | $1.3M | Add +9.0% |
| SLV iShares Silver Trust | 0.10% | 44,340 | $1.3M | Add +78.0% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 13,006 | $1.2M | Add +13.0% |
| PANW Palo Alto Networks Inc. | 0.10% | 3,631 | $1.2M | Add +20.2% |
| BX Blackstone Inc. | 0.10% | 8,036 | $1.2M | Add +15.3% |
| ETN Eaton Corp. PLC | 0.10% | 3,549 | $1.2M | Reduce -2.4% |
| TFC Truist Financial Corp. | 0.10% | 27,225 | $1.2M | Add +17.3% |
| GPN Global Payments Inc. | 0.09% | 11,165 | $1.1M | Add +1.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.09% | 12,144 | $1.1M | Add +22.8% |
| WCN Waste Connections Inc. | 0.09% | 6,011 | $1.1M | Add +19.4% |
| DHI D.R. Horton Inc. | 0.09% | 5,628 | $1.1M | Add +29.2% |
| APD Air Products & Chemicals Inc. | 0.09% | 3,559 | $1.1M | Add +9.3% |
| RACE Ferrari NV | 0.08% | 2,207 | $1.0M | New |
| MRVL Marvell Technology Inc. | 0.08% | 14,344 | $1.0M | Add +23.9% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 21,341 | $1.0M | Add +20.4% |
| UNP Union Pacific Corp. | 0.08% | 4,049 | $998K | Reduce -1.1% |
| HDV iShares Core High Dividend E | 0.08% | 8,473 | $997K | Add +17.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 15,655 | $986K | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 4,137 | $981K | Add +5.4% |
| ZBH Zimmer Biomet Holdings Inc. | 0.08% | 8,752 | $945K | Add +15.5% |
| IBB iShares Biotechnology ETF | 0.08% | 6,462 | $941K | Add +14.5% |
| IWS iShares Russell Mid-Cap Valu | 0.08% | 7,043 | $931K | Reduce -0.4% |
| NOW ServiceNow Inc. | 0.08% | 1,037 | $927K | Add +16.9% |
| NOC Northrop Grumman Corp. | 0.08% | 1,751 | $925K | Reduce -0.9% |
| MMM 3M Co. | 0.08% | 6,764 | $925K | Add +2.5% |
| IWP iShares Russell Mid-Cap Grow | 0.08% | 7,879 | $924K | Reduce -1.3% |
| NXPI NXP Semiconductors NV | 0.07% | 3,827 | $918K | Add +39.3% |
| OKE Oneok Inc. | 0.07% | 10,030 | $914K | Add +83.6% |
| PRK Park National Corp. | 0.07% | 5,393 | $906K | No change |
| JAZZ Jazz Pharmaceuticals PLC | 0.07% | 8,109 | $903K | Add +21.3% |
| AMAT Applied Materials Inc. | 0.07% | 4,427 | $895K | Add +8.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.07% | 21,106 | $885K | Add +13.4% |
| GILD Gilead Sciences Inc. | 0.07% | 10,540 | $884K | Add +9.4% |
| MA Mastercard Inc. Class A | 0.07% | 1,788 | $883K | Add +29.4% |
| FHI Federated Hermes Inc. | 0.07% | 23,935 | $880K | Reduce -33.9% |
| MUB iShares National Muni Bond E | 0.07% | 8,090 | $879K | Reduce -4.7% |
| CARR Carrier Global Corp. | 0.07% | 10,733 | $864K | Add +27.0% |
| CL Colgate-Palmolive Co. | 0.07% | 8,164 | $848K | Add +3.0% |
| SPG Simon Property Group Inc. | 0.07% | 5,010 | $847K | Add +2.7% |
| LIN Linde PLC | 0.07% | 1,760 | $839K | Add +9.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.07% | 10,000 | $832K | Add +0.6% |
| MCO Moody's Corp. | 0.07% | 1,725 | $819K | Add +2.1% |
| LCTU iShares U.S. Carbon Transiti | 0.07% | 13,010 | $816K | New |
| ET Energy Transfer LP | 0.07% | 50,347 | $808K | Add +15.9% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 6,886 | $805K | Add +5.9% |
| KLAC KLA Corp. | 0.07% | 1,033 | $800K | Add +6.9% |
| IWO iShares Russell 2000 Growth | 0.06% | 2,800 | $795K | Add +20.8% |
| CSX CSX Corp. | 0.06% | 22,480 | $776K | Add +0.7% |
| SMH Vaneck Semiconductor ETF | 0.06% | 3,149 | $773K | Add +9.8% |
| IEMG iShares Core MSCI Emerging | 0.06% | 13,318 | $765K | Add +8.0% |
| TGT Target Corp. | 0.06% | 4,772 | $744K | Add +1.4% |
| HSY The Hershey Co. | 0.06% | 3,862 | $741K | Reduce -0.0% |
| WEC WEC Energy Group Inc. | 0.06% | 7,688 | $739K | Add +95.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 4,252 | $738K | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 13,954 | $737K | Add +123.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.06% | 6,969 | $736K | Add +15.0% |
| TMFC Motley Fool 100 Index ETF | 0.06% | 12,778 | $719K | Add +14.6% |
| DFUV Dimensional US Marketwide Va | 0.06% | 17,170 | $716K | No change |
| SHOP Shopify Inc. Class A | 0.06% | 8,931 | $716K | Reduce -4.3% |
| GS Goldman Sachs Group Inc. | 0.06% | 1,433 | $709K | Add +32.1% |
| EFA iShares MSCI Eafe ETF | 0.06% | 8,472 | $708K | Add +51.8% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 3,721 | $702K | Add +78.5% |
| AON Aon PLC Class A | 0.06% | 1,979 | $685K | Add +0.5% |
| USB US Bancorp | 0.06% | 14,952 | $684K | Add +9.3% |
| POCT Innovator U.S. Equity Power | 0.06% | 17,373 | $677K | Reduce -8.7% |
| FSS Federal Signal Corp. | 0.05% | 7,140 | $667K | No change |
| TRV The Travelers Cos Inc. | 0.05% | 2,800 | $656K | Add +16.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.05% | 27,702 | $649K | No change |
| COP Conocophillips | 0.05% | 6,154 | $648K | Add +13.7% |
| IWN iShares Russell 2000 Value E | 0.05% | 3,862 | $644K | Add +15.4% |
| IGM iShares Expanded Tech Sector | 0.05% | 6,698 | $643K | Add +0.2% |
| T AT&T Inc. | 0.05% | 28,945 | $637K | Add +17.1% |
| PPL PPL Corp. | 0.05% | 19,091 | $632K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.05% | 6,252 | $606K | Add +3.4% |
| XLE SS Energy Select Sector | 0.05% | 6,817 | $599K | Add +6.5% |
| ELV Elevance Health Inc. | 0.05% | 1,146 | $596K | Add +5.1% |
| MS Morgan Stanley | 0.05% | 5,709 | $595K | Add +26.9% |
| DFUS Dimensional US Eq MKT ETF | 0.05% | 9,462 | $589K | No change |
| KHC The Kraft Heinz Co. | 0.05% | 15,996 | $562K | Add +82.3% |
| TDV Proshares S&P Tech DVD Arist | 0.05% | 7,269 | $560K | Add +10.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.05% | 3,172 | $554K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 8,776 | $547K | Add +105.3% |
| NKE Nike Inc. Class B | 0.04% | 6,157 | $544K | Add +11.1% |
| TSCO Tractor Supply Company | 0.04% | 1,866 | $543K | Reduce -2.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.04% | 4,419 | $535K | Reduce -1.3% |
| BGRN iShares Usd Green Bond ETF | 0.04% | 11,055 | $534K | New |
| CB Chubb Ltd. | 0.04% | 1,830 | $528K | Add +6.4% |
| CI The Cigna Group | 0.04% | 1,518 | $526K | Add +2.6% |
| USLM United States Lime & Mineral | 0.04% | 5,325 | $520K | Reduce -19.6% |
| SLF Sun Life Financial Inc. | 0.04% | 8,891 | $516K | Add +27.3% |
| CME Cme Group Inc. | 0.04% | 2,305 | $509K | Reduce -30.4% |
| UTG Reaves Utility Income Fund | 0.04% | 15,304 | $502K | Reduce -7.1% |
| MAR Marriott International Class A | 0.04% | 1,986 | $494K | New |
| NBIX Neurocrine Biosciences Inc. | 0.04% | 4,284 | $494K | Add +23.8% |
| ACN Accenture PLC Class A | 0.04% | 1,381 | $488K | Add +6.1% |
| USXF iShares ESG Advance MSCI USA | 0.04% | 9,910 | $486K | New |
| FNF Fidelity National Financial | 0.04% | 7,786 | $483K | Add +9.3% |
| GPC Genuine Parts Co. | 0.04% | 3,363 | $470K | Add +10.2% |
| AZO AutoZone Inc. | 0.04% | 149 | $469K | Add +0.7% |
| DHR Danaher Corp. | 0.04% | 1,687 | $469K | Add +10.6% |
| MET Metlife Inc. | 0.04% | 5,686 | $469K | Add +3.9% |
| SYY Sysco Corp. | 0.04% | 5,954 | $465K | Add +2.4% |
| UPS United Parcel Service Class B | 0.04% | 3,386 | $462K | Reduce -36.6% |
| UL Unilever PLC | 0.04% | 7,073 | $459K | Reduce -6.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 550 | $458K | Add +18.5% |
| ITCI Intra-Cellular Therapies Inc. | 0.04% | 6,257 | $458K | Add +27.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.04% | 9,680 | $450K | Add +9.7% |
| SRPT Sarepta Therapeutics Inc. | 0.04% | 3,594 | $449K | Add +91.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.04% | 10,638 | $446K | Add +13.7% |
| WSO Watsco Inc. | 0.04% | 902 | $444K | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,571 | $441K | Add +6.0% |
| WFC Wells Fargo & Co. | 0.04% | 7,789 | $440K | Add +9.9% |
| CDW CDW Corp. | 0.04% | 1,939 | $439K | Add +0.2% |
| ICE Intercontinental Exchange Inc. | 0.04% | 2,730 | $439K | Add +5.1% |
| C Citigroup Inc. | 0.04% | 6,957 | $435K | Add +29.5% |
| PAPR Innovator U.S. Equity Power | 0.04% | 12,079 | $434K | Reduce -13.3% |
| DRI Darden Restaurants Inc. | 0.04% | 2,641 | $433K | Add +4.3% |
| PSEP Innovator U.S. Equity Power | 0.04% | 11,205 | $432K | Add +41.0% |
| WELL Welltower Inc. | 0.04% | 3,371 | $432K | Add +54.9% |
| VCLT Vanguard Long-Term Corp. Bond | 0.03% | 5,195 | $422K | No change |
| NVS Novartis AG-Sponsored ADR | 0.03% | 3,661 | $421K | No change |
| LNC Lincoln National Corp. | 0.03% | 13,327 | $420K | Add +14.1% |
| SUSA iShares ESG Optimized MSCI U | 0.03% | 3,488 | $420K | Reduce -35.8% |
| VFH Vanguard Financials ETF | 0.03% | 3,810 | $419K | Add +2.1% |
| O Realty Income Corp. | 0.03% | 6,576 | $417K | Add +71.4% |
| XLF SS Financial Select Sector | 0.03% | 9,081 | $412K | Add +15.7% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 3,276 | $412K | New |
| OTIS Otis Worldwide Corp. | 0.03% | 3,938 | $409K | Add +2.2% |
| EAGG iShares ESG Aware US Aggrega | 0.03% | 8,405 | $408K | Reduce -9.8% |
| SIRI Sirius XM Holdings Inc. | 0.03% | 17,209 | $407K | New |
| NUBD Nuveen ESG US Aggregate Bond | 0.03% | 17,640 | $400K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 37,644 | $398K | Add +5.5% |
| EVRG Evergy Inc. | 0.03% | 6,372 | $395K | Add +58.3% |
| SNY Sanofi-ADR | 0.03% | 6,778 | $391K | Reduce -0.2% |
| ADBE Adobe Inc. | 0.03% | 750 | $388K | Add +12.8% |
| WY Weyerhaeuser Co. | 0.03% | 11,450 | $388K | Add +5.2% |
| FDX FedEx Corp. | 0.03% | 1,410 | $386K | Add +15.7% |
| RSG Republic Services Inc. | 0.03% | 1,917 | $385K | Reduce -0.1% |
| XLC SS Comm Select Sector SPDR | 0.03% | 4,229 | $382K | Add +0.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.03% | 3,500 | $381K | New |
| IXN iShares Global Tech ETF | 0.03% | 4,500 | $371K | No change |
| AMT American Tower Corp. | 0.03% | 1,588 | $369K | Add +15.2% |
| PSX Phillips 66 | 0.03% | 2,797 | $368K | Add +25.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 4,597 | $365K | Add +1.0% |
| FIX Comfort Systems USA Inc. | 0.03% | 934 | $365K | Add +19.1% |
| HPQ HP Inc. | 0.03% | 9,983 | $358K | Add +30.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.03% | 4,300 | $354K | New |
| VXUS Vanguard Total Intl Stock | 0.03% | 5,459 | $353K | No change |
| IHI iShares U.S. Medical Devices | 0.03% | 5,936 | $352K | Add +6.2% |
| CEG Constellation Energy | 0.03% | 1,341 | $349K | New |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 2,736 | $345K | Reduce -57.5% |
| SNV Synovus Financial Corp. | 0.03% | 7,700 | $342K | No change |
| KNSA Kiniksa Pharmaceuticals Inte | 0.03% | 13,666 | $342K | Add +28.4% |
| BR Broadridge Financial Solutio | 0.03% | 1,579 | $340K | Add +5.3% |
| BCC Boise Cascade Co. | 0.03% | 2,394 | $338K | Add +9.1% |
| MU Micron Technology Inc. | 0.03% | 3,254 | $337K | Add +52.4% |
| CW Curtiss-Wright Corp. | 0.03% | 1,015 | $334K | New |
| EW Edwards Lifesciences Corp. | 0.03% | 5,027 | $332K | Add +22.2% |
| CMI Cummins Inc. | 0.03% | 1,023 | $331K | Add +0.6% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 3,203 | $326K | New |
| PHYS Sprott Physical Gold Trust | 0.03% | 15,959 | $325K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 8,987 | $325K | Add +4.0% |
| CDNS Cadence Design SYS Inc. | 0.03% | 1,188 | $322K | Add +23.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.03% | 1,204 | $322K | Add +0.9% |
| GLDM SPDR Gold Minishares Trust | 0.03% | 6,105 | $318K | No change |
| BTI British American Tob-SP ADR | 0.03% | 8,646 | $316K | Reduce -4.6% |
| SBUX Starbucks Corp. | 0.03% | 3,210 | $313K | New |
| CVS CVS Health Corp. | 0.03% | 4,952 | $311K | Add +10.6% |
| HUM Humana Inc. | 0.03% | 976 | $309K | Add +0.8% |
| AIRR First Trust Rba American Ind | 0.03% | 4,109 | $307K | New |
| AIG American International Group | 0.03% | 4,176 | $306K | New |
| PYPL PayPal Holdings Inc. | 0.02% | 3,857 | $301K | New |
| AAON Aaon Inc. | 0.02% | 2,733 | $295K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 5,039 | $290K | Reduce -6.7% |
| ATR Aptargroup Inc. | 0.02% | 1,803 | $289K | No change |
| COF Capital One Financial Corp. | 0.02% | 1,927 | $289K | Add +4.4% |
| PWV Invesco Large Cap Value ETF | 0.02% | 4,938 | $288K | No change |
| YUM Yum! Brands Inc. | 0.02% | 2,057 | $287K | Reduce -12.0% |
| AWK American Water Works Co. Inc. | 0.02% | 1,964 | $287K | Add +2.6% |
| D Dominion Energy Inc. | 0.02% | 4,919 | $284K | Add +1.6% |
| FIS Fidelity National Info Serv | 0.02% | 3,385 | $283K | Add +26.2% |
| VMC Vulcan Materials Co. | 0.02% | 1,121 | $281K | Add +0.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.02% | 810 | $280K | New |
| SPGI S&P Global Inc. | 0.02% | 538 | $278K | Add +2.5% |
| VDC Vanguard Consumer Staple ETF | 0.02% | 1,265 | $276K | Reduce -15.1% |
| PAUG Innovator U.S. Equity Power | 0.02% | 7,291 | $276K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 1,548 | $276K | Add +6.5% |
| SRE Sempra | 0.02% | 3,288 | $275K | New |
| STZ Constellation Brands Inc. Class A | 0.02% | 1,066 | $275K | Add +31.6% |
| CPRT Copart Inc. | 0.02% | 5,200 | $272K | Add +0.3% |
| PDEC Innovator U.S. Equity Power | 0.02% | 7,111 | $272K | Reduce -12.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 3,786 | $272K | Add +9.4% |
| DDOG Datadog Inc. Class A | 0.02% | 2,330 | $268K | Add +27.3% |
| GLW Corning Inc. | 0.02% | 5,911 | $267K | Reduce -1.1% |
| CCL Carnival Corp. | 0.02% | 14,442 | $267K | Add +0.7% |
| CRH CRH PLC | 0.02% | 2,873 | $266K | Add +6.4% |
| FPE FT-Preferred Secur & Inc. ETF | 0.02% | 14,669 | $266K | Add +0.2% |
| FCX Freeport-McMoran Inc. | 0.02% | 5,257 | $262K | Reduce -39.6% |
| UBER Uber Technologies Inc. | 0.02% | 3,469 | $261K | New |
| VTWO Vanguard Russell 2000 ETF | 0.02% | 2,915 | $260K | Reduce -0.4% |
| WWD Woodward Inc. | 0.02% | 1,513 | $259K | New |
| Z Zillow Group Inc. Class C | 0.02% | 4,040 | $258K | New |
| SCHW Schwab (charles) Corp. | 0.02% | 3,965 | $257K | Reduce -13.2% |
| DOW Dow Inc. | 0.02% | 4,702 | $257K | Add +9.3% |
| XEL Xcel Energy Inc. | 0.02% | 3,873 | $253K | New |
| BDX Becton Dickinson and Co. | 0.02% | 1,048 | $253K | Reduce -3.6% |
| VDE Vanguard Energy ETF | 0.02% | 2,002 | $245K | Reduce -16.6% |
| TD Toronto-Dominion Bank | 0.02% | 3,820 | $242K | New |
| CAH Cardinal Health Inc. | 0.02% | 2,179 | $241K | New |
| SHW The Sherwin-Williams Co. | 0.02% | 631 | $241K | New |
| EXC Exelon Corp. | 0.02% | 5,924 | $240K | New |
| BKNG Booking Holdings Inc. | 0.02% | 57 | $240K | New |
| TRI Thomson Reuters Corp. | 0.02% | 1,407 | $240K | No change |
| ENB Enbridge Inc. | 0.02% | 5,841 | $237K | New |
| ALB Albemarle Corp. | 0.02% | 2,465 | $233K | Add +16.9% |
| NZF Nuveen Municipal Credit Inc. | 0.02% | 17,736 | $232K | New |
| CTAS Cintas Corp. | 0.02% | 1,127 | $232K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 1,938 | $231K | Add +5.4% |
| HAS Hasbro Inc. | 0.02% | 3,178 | $230K | New |
| LNT Alliant Energy Corp. | 0.02% | 3,781 | $229K | New |
| BIIB Biogen Inc. | 0.02% | 1,164 | $226K | New |
| TTE Totalenergies SE -Spon ADR | 0.02% | 3,457 | $223K | Add +5.3% |
| GEV GE Vernova Inc. | 0.02% | 876 | $223K | New |
| VNQ Vanguard Real Estate ETF | 0.02% | 2,272 | $221K | New |
| ALL Allstate Corp. | 0.02% | 1,157 | $219K | New |
| FHLC Fidelity MSCI Health Care | 0.02% | 3,013 | $219K | New |
| KRYS Krystal Biotech Inc. | 0.02% | 1,200 | $218K | New |
| STLA Stellantis NV | 0.02% | 15,500 | $218K | New |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.02% | 8,746 | $218K | New |
| KVUE Kenvue Inc. | 0.02% | 9,395 | $217K | New |
| FV First Trust DW Focus 5 Fund | 0.02% | 3,699 | $216K | New |
| CTSH Cognizant Tech Solutions-A | 0.02% | 2,757 | $213K | New |
| MAIN Main Street Capital Corp. | 0.02% | 4,202 | $211K | New |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 1,170 | $210K | New |
| CLX Clorox Company | 0.02% | 1,268 | $207K | New |
| AYI Acuity Inc. | 0.02% | 737 | $203K | New |
| ANSS Ansys Inc. | 0.02% | 634 | $202K | New |
| DFAS Dimensional US Small Cap ETF | 0.02% | 3,112 | $202K | New |
| GAB Gabelli Equity Trust | 0.02% | 35,000 | $192K | New |
| XAWFX Alliancebernstein GL Hi Inc. | 0.01% | 16,171 | $183K | New |
| ACR Acres Commercial Realty Corp. | 0.01% | 11,000 | $172K | New |
| PCN PIMCO Corporate & Income STR | 0.01% | 12,123 | $172K | No change |
| MYI BlackRock Muniyield QLTY III | 0.01% | 13,546 | $163K | Reduce -4.3% |
| BTZ BlackRock Credit Allocation | 0.01% | 13,970 | $158K | Reduce -4.9% |
| BFLY Butterfly Network Inc. | 0.00% | 13,500 | $24K | Add +8.0% |
| LODE Comstock Inc. | 0.00% | 15,000 | $7K | New |