| AAPL Apple Inc. | 2.64% | 75,860 | $13.0M | Add +17.2% |
| MSFT Microsoft Corp. | 2.18% | 25,520 | $10.7M | Add +21.9% |
| JPM JPMorgan Chase & Co. | 2.05% | 50,398 | $10.1M | Add +16.0% |
| AVGO Broadcom Inc. | 1.90% | 7,067 | $9.4M | Add +11.0% |
| AMZN Amazon.com Inc. | 1.76% | 48,121 | $8.7M | Add +28.4% |
| IAU iShares Gold Trust | 1.70% | 199,251 | $8.4M | Add +22.2% |
| PSX Phillips 66 | 1.62% | 49,041 | $8.0M | Add +12.9% |
| VNLA Janus Henderson Short Durati | 1.50% | 152,071 | $7.4M | Add +29.7% |
| NEE Nextera Energy Inc. | 1.45% | 112,100 | $7.2M | Add +13.4% |
| PG The Procter & Gamble Co. | 1.42% | 43,199 | $7.0M | Add +16.3% |
| MRK Merck & Co. Inc. | 1.34% | 50,056 | $6.6M | Add +15.3% |
| COF Capital One Financial Corp. | 1.30% | 43,072 | $6.4M | Add +7.3% |
| PFF iShares Preferred & Income S | 1.28% | 196,503 | $6.3M | Add +10.9% |
| KO The Coca-Cola Co. | 1.27% | 102,028 | $6.2M | Add +13.9% |
| QCOM Qualcomm Inc. | 1.26% | 36,778 | $6.2M | Add +9.8% |
| SRLN SS Blackstone Sr Loan ETF | 1.23% | 144,527 | $6.1M | Add +17.3% |
| CVS CVS Health Corp. | 1.21% | 74,766 | $6.0M | Add +3.9% |
| LMT Lockheed Martin Corp. | 1.17% | 12,661 | $5.8M | Add +13.6% |
| PEP Pepsico Inc. | 1.15% | 32,492 | $5.7M | Add +13.2% |
| CVX Chevron Corp. | 1.15% | 36,003 | $5.7M | Add +21.4% |
| STX Seagate Technology Holdings | 1.12% | 59,132 | $5.5M | Add +8.1% |
| MCD McDonald's Corp. | 1.11% | 19,486 | $5.5M | Add +17.8% |
| META Meta Platforms Inc. Class A | 1.10% | 11,141 | $5.4M | Add +42.2% |
| WMT Walmart Inc. | 1.10% | 89,843 | $5.4M | Add +9.7% |
| TIP iShares Tips Bond ETF | 1.10% | 50,300 | $5.4M | Add +12.0% |
| DOW Dow Inc. | 1.09% | 92,805 | $5.4M | Add +8.2% |
| VZ Verizon Communications Inc. | 1.09% | 127,963 | $5.4M | Add +11.5% |
| FITB Fifth Third Bancorp | 1.05% | 139,807 | $5.2M | Add +6.4% |
| LYB Lyondellbasell Indu Class A | 1.03% | 49,923 | $5.1M | Add +11.5% |
| BX Blackstone Inc. | 1.03% | 38,654 | $5.1M | Add +17.7% |
| BSJP Invesco Bulletshares 2025 HY | 1.01% | 218,120 | $5.0M | Add +15.5% |
| MDT Medtronic PLC | 1.01% | 57,152 | $5.0M | Add +11.2% |
| WBS Webster Financial Corp. | 1.01% | 98,053 | $5.0M | Add +8.1% |
| MET Metlife Inc. | 1.01% | 66,965 | $5.0M | Add +6.8% |
| JNJ Johnson & Johnson | 0.99% | 30,813 | $4.9M | Add +19.8% |
| FTSM First Trust Enh Short Mat FD | 0.98% | 80,967 | $4.8M | Add +15.3% |
| GOOGL Alphabet Inc. Class A | 0.97% | 31,676 | $4.8M | Add +20.7% |
| T AT&T Inc. | 0.96% | 268,363 | $4.7M | Add +12.7% |
| UL Unilever PLC | 0.91% | 89,871 | $4.5M | Add +9.3% |
| CSCO Cisco Systems Inc. | 0.91% | 90,329 | $4.5M | Add +8.7% |
| GSK GSK PLC-Spon ADR | 0.91% | 104,265 | $4.5M | Add +6.5% |
| FE Firstenergy Corp. | 0.87% | 110,989 | $4.3M | Add +8.5% |
| CCI Crown Castle Inc. | 0.86% | 39,993 | $4.2M | Add +11.7% |
| KMI Kinder Morgan Inc. | 0.81% | 218,696 | $4.0M | Add +8.7% |
| DUK Duke Energy Corp. | 0.81% | 41,233 | $4.0M | Add +8.0% |
| FVD First Trust Value Line DVD | 0.81% | 94,296 | $4.0M | Add +27.9% |
| ABBV Abbvie Inc. | 0.81% | 21,809 | $4.0M | Add +25.4% |
| TD Toronto-Dominion Bank | 0.78% | 63,859 | $3.9M | Add +6.6% |
| NVDA Nvidia Corp. | 0.76% | 4,144 | $3.7M | Add +56.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.76% | 58,490 | $3.7M | Add +9.4% |
| EIX Edison International | 0.74% | 51,673 | $3.7M | Add +6.4% |
| UBER Uber Technologies Inc. | 0.74% | 47,185 | $3.6M | Add +19.2% |
| KMB Kimberly-Clark Corp. | 0.72% | 27,585 | $3.6M | Add +6.6% |
| COIN Coinbase Global Inc. Class A | 0.70% | 13,097 | $3.5M | Add +36.6% |
| AMGN Amgen Inc. | 0.66% | 11,387 | $3.2M | Add +20.8% |
| TMUS T-Mobile US Inc. | 0.64% | 19,414 | $3.2M | Add +16.6% |
| FV First Trust DW Focus 5 Fund | 0.63% | 54,070 | $3.1M | Add +23.6% |
| D Dominion Energy Inc. | 0.60% | 60,026 | $3.0M | Add +7.9% |
| VIG Vanguard Dividend Apprec ETF | 0.59% | 16,009 | $2.9M | Add +23.2% |
| PFE Pfizer Inc. | 0.57% | 101,027 | $2.8M | Add +11.1% |
| LLY Eli Lilly & Co. | 0.56% | 3,537 | $2.8M | Add +28.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 26,830 | $2.7M | Add +13.6% |
| NFLX Netflix Inc. | 0.52% | 4,227 | $2.6M | Add +20.7% |
| MDLZ Mondelez International Inc. Class A | 0.51% | 35,909 | $2.5M | Add +23.6% |
| OSK Oshkosh Corp. | 0.51% | 20,069 | $2.5M | Add +19.2% |
| UNH Unitedhealth Group Inc. | 0.50% | 4,977 | $2.5M | Add +21.0% |
| SBUX Starbucks Corp. | 0.48% | 25,652 | $2.3M | Add +15.4% |
| SDY SS SPDR S&P Dividend ETF | 0.47% | 17,514 | $2.3M | Add +21.8% |
| INTU Intuit Inc. | 0.46% | 3,477 | $2.3M | Add +262.9% |
| DE Deere & Co. | 0.46% | 5,475 | $2.2M | Add +16.9% |
| LOW Lowe's Cos Inc. | 0.44% | 8,496 | $2.2M | Add +34.4% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 3,722 | $2.2M | Add +23.2% |
| ABT Abbott Laboratories | 0.42% | 18,443 | $2.1M | Add +18.4% |
| CRM Salesforce Inc. | 0.42% | 6,840 | $2.1M | Add +13.1% |
| ISRG Intuitive Surgical Inc. | 0.41% | 5,110 | $2.0M | Add +15.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 16,641 | $2.0M | Add +29.0% |
| VLO Valero Energy Corp. | 0.40% | 11,604 | $2.0M | Add +30.5% |
| V Visa Inc. Class A | 0.40% | 6,996 | $2.0M | Add +27.9% |
| CMCSA Comcast Corp. Class A | 0.39% | 44,893 | $1.9M | Add +23.0% |
| TT Trane Technologies PLC | 0.38% | 6,253 | $1.9M | Add +10.5% |
| RTX RTX Corp. | 0.38% | 19,221 | $1.9M | Add +22.6% |
| DGX Quest Diagnostics Inc. | 0.38% | 14,065 | $1.9M | Add +19.5% |
| PLD Prologis Inc. | 0.38% | 14,206 | $1.8M | Add +36.0% |
| IVW iShares S&P 500 Growth ETF | 0.37% | 21,434 | $1.8M | Add +46.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.36% | 14,010 | $1.8M | Add +11.3% |
| GILD Gilead Sciences Inc. | 0.36% | 24,166 | $1.8M | Add +31.1% |
| ORCL Oracle Corp. | 0.36% | 14,034 | $1.8M | Add +42.9% |
| RJF Raymond James Financial Inc. | 0.35% | 13,510 | $1.7M | Add +7.8% |
| TGT Target Corp. | 0.35% | 9,778 | $1.7M | Add +7.5% |
| XOM Exxon Mobil Corp. | 0.34% | 14,587 | $1.7M | Add +251.9% |
| AXP American Express Co. | 0.34% | 7,402 | $1.7M | Add +10.1% |
| MPT Medical Properties Trust Inc. | 0.34% | 357,366 | $1.7M | Add +6.0% |
| GOOG Alphabet Inc. Class C | 0.34% | 10,974 | $1.7M | Add +11.9% |
| APO Apollo Global Management Inc. | 0.33% | 14,516 | $1.6M | Add +11.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 6,451 | $1.6M | Add +33.8% |
| PH Parker Hannifin Corp. | 0.32% | 2,875 | $1.6M | Add +28.9% |
| SAP Sap SE-Sponsored ADR | 0.32% | 8,121 | $1.6M | Add +11.3% |
| AMAT Applied Materials Inc. | 0.32% | 7,598 | $1.6M | Add +12.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.32% | 23,003 | $1.6M | Add +32.9% |
| WMB Williams Cos Inc. | 0.31% | 39,702 | $1.5M | Add +49.4% |
| SHW The Sherwin-Williams Co. | 0.31% | 4,378 | $1.5M | Add +21.1% |
| AMD Advanced Micro Devices | 0.30% | 8,284 | $1.5M | Add +25.9% |
| TSLA Tesla Inc. | 0.29% | 8,231 | $1.4M | Add +30.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 10,458 | $1.4M | Add +19.7% |
| MCK McKesson Corp. | 0.28% | 2,599 | $1.4M | Add +10.9% |
| STLD Steel Dynamics Inc. | 0.28% | 9,242 | $1.4M | Add +11.9% |
| TXRH Texas Roadhouse Inc. | 0.28% | 8,795 | $1.4M | Add +11.4% |
| ARKK ARK Innovation ETF | 0.27% | 26,884 | $1.3M | Add +33.3% |
| AIG American International Group | 0.27% | 17,169 | $1.3M | Add +12.0% |
| CB Chubb Ltd. | 0.27% | 5,097 | $1.3M | Add +11.9% |
| MA Mastercard Inc. Class A | 0.27% | 2,721 | $1.3M | Add +10.3% |
| USB US Bancorp | 0.26% | 29,191 | $1.3M | Add +12.7% |
| VXF Vanguard Extended Market ETF | 0.26% | 7,261 | $1.3M | No change |
| NOW ServiceNow Inc. | 0.25% | 1,623 | $1.2M | Add +22.8% |
| IQV Iqvia Holdings Inc. | 0.25% | 4,871 | $1.2M | Add +31.8% |
| STZ Constellation Brands Inc. Class A | 0.25% | 4,460 | $1.2M | Add +41.3% |
| PXD Pioneer Natural Resources Co. | 0.24% | 4,551 | $1.2M | Add +12.3% |
| NKE Nike Inc. Class B | 0.24% | 12,501 | $1.2M | Add +15.8% |
| JEPI JPMorgan Equity Premium Inco | 0.24% | 20,279 | $1.2M | Add +21.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 32,550 | $1.2M | Add +35.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 2,762 | $1.2M | Add +28.1% |
| PANW Palo Alto Networks Inc. | 0.23% | 4,035 | $1.1M | Add +56.0% |
| PYPL PayPal Holdings Inc. | 0.23% | 16,969 | $1.1M | Add +32.3% |
| COST Costco Wholesale Corp. | 0.23% | 1,532 | $1.1M | Add +11.1% |
| ET Energy Transfer LP | 0.23% | 71,228 | $1.1M | Add +39.7% |
| INDB Independent Bank Corp. | 0.22% | 21,213 | $1.1M | Add +13.5% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 25,713 | $1.1M | Add +23.7% |
| FEZ State Street SPDR Euro Stoxx | 0.21% | 19,941 | $1.0M | Add +31.2% |
| HAL Halliburton Co. | 0.21% | 26,544 | $1.0M | Add +26.2% |
| ANET Arista Networks Inc. | 0.21% | 3,585 | $1.0M | Add +4.2% |
| APD Air Products & Chemicals Inc. | 0.21% | 4,288 | $1.0M | Add +8.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 18,590 | $1.0M | Add +11.6% |
| BLK BlackRock Finance Inc. | 0.21% | 1,217 | $1.0M | Add +41.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.20% | 11,478 | $1.0M | Add +25.4% |
| SNY Sanofi-ADR | 0.20% | 20,148 | $979K | Add +11.8% |
| SRE Sempra | 0.20% | 13,598 | $977K | Add +12.2% |
| EPD Enterprise Products Partners | 0.19% | 32,418 | $946K | Add +36.6% |
| NDAQ Nasdaq Inc. | 0.19% | 14,932 | $942K | Add +25.6% |
| FTGC First Trust Global Tactical | 0.19% | 39,631 | $940K | Add +177.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 4,884 | $933K | Add +11.2% |
| NOC Northrop Grumman Corp. | 0.19% | 1,929 | $923K | Add +28.1% |
| IEF iShares 7-10 Year Treasury B | 0.18% | 9,478 | $897K | Add +14.7% |
| BABA Alibaba Group Holding-SP ADR | 0.18% | 11,985 | $867K | Add +22.2% |
| DG Dollar General Corp. | 0.18% | 5,543 | $865K | Reduce -20.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 2,485 | $855K | Add +10.3% |
| BSJO Invesco Bulletshares 2024 HY | 0.17% | 36,568 | $831K | Add +15.9% |
| SCHW Schwab (charles) Corp. | 0.16% | 10,899 | $788K | Reduce -6.9% |
| LVS Las Vegas Sands Corp. | 0.15% | 14,043 | $726K | Add +63.4% |
| PM Philip Morris International | 0.15% | 7,896 | $723K | Add +8.5% |
| SLV iShares Silver Trust | 0.14% | 31,084 | $707K | New |
| IBDP iShares Ibonds Dec 2024 Term | 0.14% | 28,062 | $703K | Add +33.8% |
| IR Ingersoll-Rand Inc. | 0.14% | 7,323 | $695K | Add +2.4% |
| GXO Gxo Logistics Inc. | 0.14% | 12,749 | $685K | Add +58.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.14% | 15,483 | $666K | Add +20.4% |
| CMG Chipotle Mexican Grill Inc. | 0.13% | 228 | $663K | No change |
| IWM iShares Russell 2000 ETF | 0.13% | 3,147 | $662K | Add +52.4% |
| FDX FedEx Corp. | 0.13% | 2,249 | $652K | Add +0.3% |
| SNOW Snowflake Inc. | 0.13% | 3,994 | $645K | Add +38.2% |
| CG The Carlyle Group Inc. | 0.13% | 13,446 | $631K | No change |
| HD Home Depot Inc. | 0.12% | 1,533 | $588K | Add +26.2% |
| KBA Kraneshares Bosera MSCI Chin | 0.12% | 27,468 | $588K | Add +33.6% |
| YUM Yum! Brands Inc. | 0.12% | 4,214 | $584K | Add +0.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 10,951 | $584K | Add +24.3% |
| ADBE Adobe Inc. | 0.12% | 1,131 | $571K | Add +40.3% |
| UPS United Parcel Service Class B | 0.12% | 3,835 | $570K | Add +14.3% |
| WDAY Workday Inc. Class A | 0.11% | 2,035 | $555K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.11% | 7,586 | $554K | Add +4.9% |
| WM Waste Management Inc. | 0.11% | 2,544 | $542K | Add +3.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.11% | 20,993 | $539K | Reduce -4.5% |
| SYK Stryker Corp. | 0.11% | 1,495 | $535K | Add +1.3% |
| FXL First Trust Technology Alpha | 0.11% | 3,885 | $524K | Add +137.5% |
| XPO Xpo Inc. | 0.10% | 4,179 | $510K | New |
| ADI Analog Devices Inc. | 0.10% | 2,563 | $507K | No change |
| TDG Transdigm Group Inc. | 0.10% | 407 | $501K | No change |
| MDY State Street SPDR S&P Midcap | 0.10% | 896 | $499K | Add +40.0% |
| ROST Ross Stores Inc. | 0.10% | 3,329 | $489K | No change |
| HSY The Hershey Co. | 0.10% | 2,451 | $477K | Add +8.9% |
| BDX Becton Dickinson and Co. | 0.09% | 1,890 | $468K | Reduce -1.5% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.09% | 10,026 | $466K | Add +12.0% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 4,687 | $453K | Add +9.3% |
| NOBL Proshares S&P 500 Dividend A | 0.09% | 4,391 | $445K | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 992 | $440K | Add +38.4% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 3,630 | $439K | Add +13.1% |
| MUB iShares National Muni Bond E | 0.09% | 4,025 | $433K | Reduce -14.5% |
| DHR Danaher Corp. | 0.09% | 1,724 | $431K | Add +15.3% |
| FTHY First Trust Hi YLD Opp 2027 | 0.09% | 29,599 | $430K | Add +21.5% |
| KFY Korn Ferry | 0.09% | 6,500 | $427K | New |
| BXSL Blackstone Secured Lending F | 0.09% | 13,568 | $423K | Add +8.0% |
| WAB Wabtec Corp. | 0.08% | 2,815 | $410K | No change |
| BKNG Booking Holdings Inc. | 0.08% | 112 | $406K | Add +1.8% |
| FIXD First Trust Smith Opportunis | 0.08% | 9,099 | $397K | Add +2.8% |
| MO Altria Group Inc. | 0.08% | 8,802 | $384K | Add +12.8% |
| TXN Texas Instruments Inc. | 0.08% | 2,186 | $381K | Add +0.3% |
| ALB Albemarle Corp. | 0.08% | 2,878 | $379K | Add +36.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.08% | 5,348 | $379K | Add +18.8% |
| IEP Icahn Enterprises LP | 0.08% | 22,281 | $379K | Add +43.3% |
| BSJQ Invesco Bulletshares 2026 HY | 0.08% | 16,068 | $372K | New |
| HON Honeywell International Inc. | 0.08% | 1,808 | $371K | New |
| NBTB N B T Bancorp Inc. | 0.07% | 9,979 | $366K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,408 | $366K | Add +12.2% |
| EWJ iShares MSCI Japan ETF | 0.07% | 5,113 | $365K | Add +24.9% |
| NMT Nuveen Ma QLTY Muni Inc. | 0.07% | 32,000 | $349K | No change |
| VNQ Vanguard Real Estate ETF | 0.07% | 3,984 | $345K | Add +46.4% |
| VCIT Vanguard Int-Term Corporate | 0.07% | 4,213 | $339K | Add +21.8% |
| PGR Progressive Corp. | 0.07% | 1,619 | $335K | No change |
| GS Goldman Sachs Group Inc. | 0.07% | 792 | $331K | New |
| FBT First Trust Nyse Arca Biotec | 0.07% | 2,135 | $328K | Add +38.0% |
| OKE Oneok Inc. | 0.06% | 3,951 | $317K | New |
| MPLX MPLX LP | 0.06% | 7,523 | $313K | New |
| GLD SPDR Gold Shares | 0.06% | 1,500 | $309K | No change |
| MCO Moody's Corp. | 0.06% | 763 | $300K | No change |
| NIO Nio Inc. - ADR | 0.06% | 66,313 | $298K | Add +34.8% |
| ACN Accenture PLC Class A | 0.06% | 834 | $289K | New |
| PAA Plains All Amer Pipeline LP | 0.06% | 16,125 | $283K | New |
| DKNG Draftkings Inc. Class A | 0.06% | 6,170 | $280K | Add +0.8% |
| SPGI S&P Global Inc. | 0.06% | 656 | $279K | Add +0.5% |
| DWX State Street SPDR S&P Intern | 0.05% | 7,652 | $269K | Add +9.4% |
| HESM Hess Midstream LP Class A | 0.05% | 7,390 | $267K | New |
| ES Eversource Energy | 0.05% | 4,419 | $264K | New |
| IVV iShares Core S&P 500 ETF | 0.05% | 488 | $257K | New |
| ADP Automatic Data Processing | 0.05% | 1,020 | $255K | Add +4.8% |
| MRSH Marsh & McLennan Cos | 0.05% | 1,222 | $252K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.05% | 4,261 | $240K | Add +13.4% |
| C Citigroup Inc. | 0.05% | 3,749 | $237K | New |
| INTC Intel Corp. | 0.05% | 5,354 | $236K | Add +11.9% |
| BMEZ BlackRock HLTH Sci TRM TR II | 0.05% | 14,417 | $236K | Add +18.1% |
| GRID First TRST Nasd Class Edg Sgiif | 0.04% | 1,847 | $212K | New |
| XYZ Block Inc. | 0.04% | 2,433 | $206K | New |
| BSTZ BlackRock Sci & Tech TRM TR | 0.04% | 10,582 | $205K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,233 | $201K | New |
| MFIC Midcap Financial Investment | 0.04% | 12,379 | $186K | New |
| HBAN Huntington Bancshares Inc. | 0.03% | 11,752 | $164K | New |
| ABEV Ambev SA-ADR | 0.01% | 13,217 | $33K | Add +2.1% |