| AAPL Apple Inc. | 6.07% | 378,890 | $103.0M | Reduce -18.0% |
| IWY iShares Russell Top 200 Grow | 4.94% | 302,455 | $83.8M | Reduce -6.1% |
| MSFT Microsoft Corp. | 4.40% | 154,159 | $74.6M | Reduce -10.1% |
| AVGO Broadcom Inc. | 3.57% | 174,967 | $60.6M | Reduce -31.5% |
| AMZN Amazon.com Inc. | 2.83% | 207,684 | $47.9M | Reduce -16.0% |
| IEFA iShares Core MSCI Eafe ETF | 2.82% | 533,965 | $47.8M | Add +12.3% |
| IWX iShares Russell Top 200 Valu | 2.75% | 508,406 | $46.7M | Reduce -6.8% |
| NVDA Nvidia Corp. | 2.73% | 248,106 | $46.3M | Add +6.4% |
| AGG iShares Core U.S. Aggregate | 2.18% | 370,967 | $37.1M | Reduce -18.5% |
| IWS iShares Russell Mid-Cap Valu | 2.18% | 262,626 | $37.0M | Reduce -9.7% |
| GOOGL Alphabet Inc. Class A | 2.12% | 114,791 | $35.9M | Reduce -15.7% |
| IVV iShares Core S&P 500 ETF | 2.04% | 50,452 | $34.6M | Add +14.0% |
| JPM JPMorgan Chase & Co. | 1.91% | 100,410 | $32.4M | Reduce -6.5% |
| IWP iShares Russell Mid-Cap Grow | 1.50% | 185,968 | $25.5M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 1.47% | 79,305 | $24.9M | Reduce -26.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.45% | 35,942 | $24.5M | Reduce -14.3% |
| VCRB Vanguard Core Bond ETF | 1.26% | 275,274 | $21.4M | Add +33.5% |
| META Meta Platforms Inc. Class A | 1.25% | 32,189 | $21.2M | Reduce -0.7% |
| V Visa Inc. Class A | 1.13% | 54,502 | $19.1M | Reduce -3.6% |
| VOO Vanguard S&P 500 ETF | 1.12% | 30,372 | $19.0M | Reduce -8.5% |
| IEMG iShares Core MSCI Emerging | 0.98% | 247,743 | $16.7M | Reduce -16.9% |
| HD Home Depot Inc. | 0.93% | 45,859 | $15.8M | Reduce -5.4% |
| ABBV Abbvie Inc. | 0.93% | 68,663 | $15.7M | Reduce -26.8% |
| VTWO Vanguard Russell 2000 ETF | 0.89% | 151,788 | $15.1M | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.78% | 171,098 | $13.2M | Reduce -14.9% |
| DFIS Dimensional International SM | 0.67% | 347,306 | $11.4M | Add +62.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 22,728 | $11.4M | Reduce -15.3% |
| ORCL Oracle Corp. | 0.66% | 57,721 | $11.3M | Add +5.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 37,250 | $11.0M | Reduce -10.2% |
| NFLX Netflix Inc. | 0.65% | 117,427 | $11.0M | Add +14.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 31,999 | $10.7M | Add +0.5% |
| TSLA Tesla Inc. | 0.63% | 23,811 | $10.7M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.63% | 88,208 | $10.6M | Reduce -10.3% |
| COST Costco Wholesale Corp. | 0.62% | 12,257 | $10.6M | Reduce -7.5% |
| IWF iShares Russell 1000 Growth | 0.62% | 22,324 | $10.6M | Reduce -35.9% |
| LLY Eli Lilly & Co. | 0.60% | 9,530 | $10.2M | Add +20.4% |
| WMT Walmart Inc. | 0.58% | 88,147 | $9.8M | Reduce -17.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 62,377 | $9.6M | Reduce -11.6% |
| ETN Eaton Corp. PLC | 0.55% | 29,243 | $9.3M | Reduce -1.6% |
| QUAL iShares MSCI USA Quality Fac | 0.54% | 46,205 | $9.2M | Reduce -19.5% |
| UNP Union Pacific Corp. | 0.52% | 38,280 | $8.9M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.51% | 60,424 | $8.7M | Reduce -21.1% |
| MUB iShares National Muni Bond E | 0.49% | 77,521 | $8.3M | Add +1.8% |
| CVX Chevron Corp. | 0.46% | 51,291 | $7.8M | Reduce -11.0% |
| GVI iShares Intermediate Governm | 0.46% | 72,509 | $7.8M | Add +11.0% |
| ABT Abbott Laboratories | 0.46% | 61,881 | $7.8M | Reduce -24.6% |
| ACN Accenture PLC Class A | 0.45% | 28,755 | $7.7M | Reduce -25.6% |
| ISRG Intuitive Surgical Inc. | 0.45% | 13,387 | $7.6M | Reduce -6.8% |
| ADI Analog Devices Inc. | 0.44% | 27,712 | $7.5M | Reduce -2.3% |
| LHX L3HARRIS Technologies Inc. | 0.44% | 25,368 | $7.4M | Reduce -17.6% |
| PEP Pepsico Inc. | 0.44% | 51,691 | $7.4M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 0.42% | 12,444 | $7.1M | No change |
| IWM iShares Russell 2000 ETF | 0.41% | 27,914 | $6.9M | Reduce -24.4% |
| SCHF Schwab Intl Equity ETF | 0.40% | 283,866 | $6.8M | Add +0.4% |
| IQLT iShares MSCI International Q | 0.39% | 146,152 | $6.6M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 0.39% | 82,456 | $6.6M | Reduce -8.8% |
| EFA iShares MSCI Eafe ETF | 0.38% | 67,983 | $6.5M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 54,305 | $6.5M | Reduce -6.2% |
| JNJ Johnson & Johnson | 0.36% | 29,554 | $6.1M | Reduce -3.0% |
| BR Broadridge Financial Solutio | 0.36% | 27,330 | $6.1M | Reduce -14.2% |
| ELV Elevance Health Inc. | 0.35% | 16,700 | $5.9M | Reduce -0.3% |
| ICE Intercontinental Exchange Inc. | 0.34% | 35,888 | $5.8M | Reduce -10.5% |
| AMAT Applied Materials Inc. | 0.34% | 22,422 | $5.8M | Reduce -7.5% |
| HON Honeywell International Inc. | 0.33% | 28,816 | $5.6M | Reduce -10.2% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 54,577 | $5.5M | Reduce -26.9% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 30,062 | $5.3M | Add +9.1% |
| MRK Merck & Co. Inc. | 0.31% | 50,478 | $5.3M | Reduce -20.0% |
| BKNG Booking Holdings Inc. | 0.31% | 984 | $5.3M | Add +23.1% |
| KMI Kinder Morgan Inc. | 0.31% | 191,237 | $5.3M | Reduce -8.7% |
| MCD McDonald's Corp. | 0.30% | 16,926 | $5.2M | Reduce -25.8% |
| KO The Coca-Cola Co. | 0.30% | 72,578 | $5.1M | Add +3.8% |
| GS Goldman Sachs Group Inc. | 0.30% | 5,744 | $5.0M | Reduce -4.8% |
| WM Waste Management Inc. | 0.28% | 21,898 | $4.8M | Reduce -18.3% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 31,762 | $4.7M | Reduce -38.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.28% | 60,521 | $4.7M | Reduce -4.7% |
| LRCX Lam Research Corp. | 0.27% | 27,011 | $4.6M | Reduce -4.3% |
| UNH Unitedhealth Group Inc. | 0.26% | 13,572 | $4.5M | Reduce -8.9% |
| CSGP Costar Group Inc. | 0.26% | 66,410 | $4.5M | Add +98.3% |
| MRSH Marsh & McLennan Cos | 0.26% | 23,796 | $4.4M | Reduce -14.2% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 70,211 | $4.4M | Reduce -1.9% |
| RF Regions Financial Corp. | 0.26% | 161,131 | $4.4M | Add +8.7% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 78,636 | $4.2M | Reduce -0.8% |
| IDXX Idexx Laboratories Inc. | 0.25% | 6,246 | $4.2M | Add +43.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 6,587 | $4.0M | Reduce -8.5% |
| MDT Medtronic PLC | 0.24% | 41,964 | $4.0M | Reduce -10.4% |
| BLK BlackRock Inc. | 0.23% | 3,698 | $4.0M | Reduce -9.9% |
| VLUE iShares MSCI USA Value Facto | 0.23% | 28,906 | $4.0M | Reduce -26.8% |
| AMCR Amcor PLC | 0.23% | 468,199 | $3.9M | Add +28.7% |
| MO Altria Group Inc. | 0.23% | 66,352 | $3.8M | Add +31.0% |
| DHR Danaher Corp. | 0.22% | 16,592 | $3.8M | Reduce -25.3% |
| ETR Entergy Corp. | 0.22% | 41,059 | $3.8M | Reduce -8.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.22% | 37,000 | $3.8M | Add +77.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.22% | 56,019 | $3.8M | Reduce -12.8% |
| GILD Gilead Sciences Inc. | 0.22% | 29,779 | $3.7M | Reduce -19.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.21% | 12,682 | $3.5M | Reduce -24.8% |
| GLD SPDR Gold Shares | 0.21% | 8,815 | $3.5M | Reduce -35.9% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 15,798 | $3.5M | Reduce -11.7% |
| COP Conocophillips | 0.20% | 36,087 | $3.4M | Add +13.1% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 61,995 | $3.3M | Reduce -13.2% |
| IWB iShares Russell 1000 ETF | 0.19% | 8,840 | $3.3M | Add +5.9% |
| ZTS Zoetis Inc. | 0.19% | 26,105 | $3.3M | Add +23.6% |
| VLO Valero Energy Corp. | 0.19% | 19,913 | $3.2M | Reduce -29.6% |
| KR Kroger Co. | 0.19% | 51,838 | $3.2M | Reduce -16.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 58,351 | $3.2M | Reduce -9.8% |
| EMN Eastman Chemical Co. | 0.19% | 49,571 | $3.2M | Add +108.6% |
| SYK Stryker Corp. | 0.19% | 8,941 | $3.1M | Reduce -19.1% |
| ADP Automatic Data Processing | 0.19% | 12,210 | $3.1M | Reduce -3.7% |
| LDOS Leidos Holdings Inc. | 0.18% | 17,395 | $3.1M | Add +23.5% |
| DUK Duke Energy Corp. | 0.18% | 26,328 | $3.1M | Reduce -4.2% |
| APH Amphenol Corp. Class A | 0.18% | 22,734 | $3.1M | Add +148.2% |
| DGX Quest Diagnostics Inc. | 0.18% | 17,348 | $3.0M | Reduce -23.4% |
| PFE Pfizer Inc. | 0.17% | 118,047 | $2.9M | Reduce -17.6% |
| APD Air Products & Chemicals Inc. | 0.17% | 11,858 | $2.9M | Reduce -28.0% |
| ALL Allstate Corp. | 0.17% | 14,060 | $2.9M | Add +4.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.17% | 50,530 | $2.9M | Reduce -18.0% |
| SNA Snap-on Inc. | 0.17% | 8,293 | $2.9M | Add +5.2% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 42,675 | $2.8M | Reduce -27.2% |
| PLD Prologis Inc. | 0.17% | 21,994 | $2.8M | Add +124.5% |
| VRSK Verisk Analytics Inc. | 0.16% | 12,413 | $2.8M | Add +77.5% |
| NTES Netease Inc.-ADR | 0.16% | 19,927 | $2.7M | Reduce -25.4% |
| AMGN Amgen Inc. | 0.16% | 8,315 | $2.7M | Reduce -2.1% |
| EEM iShares MSCI Emerging Market | 0.16% | 49,488 | $2.7M | Reduce -1.8% |
| IWN iShares Russell 2000 Value E | 0.16% | 14,683 | $2.7M | Reduce -14.6% |
| CME Cme Group Inc. | 0.16% | 9,642 | $2.6M | Add +15.5% |
| RSG Republic Services Inc. | 0.15% | 12,252 | $2.6M | Add +7.9% |
| COIN Coinbase Global Inc. Class A | 0.15% | 11,454 | $2.6M | Add +311.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 10,026 | $2.6M | Add +0.1% |
| BEN Franklin Templeton Inc. | 0.15% | 105,153 | $2.5M | New |
| RTX RTX Corp. | 0.15% | 13,645 | $2.5M | Reduce -40.8% |
| MCHP Microchip Technology Inc. | 0.14% | 38,527 | $2.5M | Reduce -38.0% |
| UAL United Airlines Holdings Inc. | 0.14% | 21,922 | $2.5M | Add +19.0% |
| XPH SS SPDR S&P Pharma ETF | 0.14% | 43,450 | $2.4M | Add +4.2% |
| XLK SS Technology Select Sector | 0.14% | 16,520 | $2.4M | Reduce -51.5% |
| SCHW Schwab (charles) Corp. | 0.14% | 23,576 | $2.4M | Reduce -7.0% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 23,924 | $2.3M | Add +6.9% |
| UHS Universal Health Services-B | 0.13% | 10,456 | $2.3M | Add +48.1% |
| EXC Exelon Corp. | 0.13% | 51,486 | $2.2M | Add +220.6% |
| PRI Primerica Inc. | 0.13% | 8,672 | $2.2M | Reduce -18.5% |
| URI United Rentals Inc. | 0.13% | 2,762 | $2.2M | Reduce -2.4% |
| EVRG Evergy Inc. | 0.13% | 30,563 | $2.2M | Add +85.3% |
| ADBE Adobe Inc. | 0.13% | 6,278 | $2.2M | Reduce -9.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.13% | 15,089 | $2.2M | Reduce -4.2% |
| CMCSA Comcast Corp. Class A | 0.13% | 72,134 | $2.2M | Reduce -14.1% |
| T AT&T Inc. | 0.12% | 84,373 | $2.1M | Reduce -19.8% |
| ARES Ares Management Corp. Class A | 0.12% | 12,585 | $2.0M | Reduce -30.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.12% | 18,180 | $2.0M | Reduce -28.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.12% | 17,134 | $2.0M | Reduce -22.8% |
| AXP American Express Co. | 0.11% | 5,258 | $1.9M | Reduce -2.9% |
| AMP Ameriprise Financial Inc. | 0.11% | 3,961 | $1.9M | Reduce -0.9% |
| AMD Advanced Micro Devices | 0.11% | 9,030 | $1.9M | Reduce -9.7% |
| CAT Caterpillar Inc. | 0.11% | 3,312 | $1.9M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 0.11% | 10,151 | $1.9M | Reduce -11.9% |
| CI The Cigna Group | 0.11% | 6,497 | $1.8M | Add +2.3% |
| CNC Centene Corp. | 0.10% | 42,395 | $1.7M | Add +58.3% |
| MAS Masco Corp. | 0.10% | 27,252 | $1.7M | Reduce -8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 2,965 | $1.7M | Reduce -52.9% |
| INTU Intuit Inc. | 0.10% | 2,505 | $1.7M | Reduce -4.9% |
| DVY iShares Select Dividend ETF | 0.10% | 11,722 | $1.7M | Add +148.9% |
| SBUX Starbucks Corp. | 0.10% | 19,137 | $1.6M | Reduce -42.1% |
| A Agilent Technologies Inc. | 0.09% | 11,757 | $1.6M | Reduce -20.9% |
| ORLY O'reilly Automotive Inc. | 0.09% | 17,403 | $1.6M | Reduce -1.1% |
| ANET Arista Networks Inc. | 0.09% | 12,097 | $1.6M | Reduce -29.2% |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 42,192 | $1.6M | Add +96.9% |
| EOG EOG Resources Inc. | 0.09% | 14,741 | $1.5M | Reduce -30.7% |
| AVUV Avantis US Small Cap Value | 0.09% | 14,977 | $1.5M | Add +12.4% |
| AEP American Electric Power | 0.09% | 13,188 | $1.5M | Add +196.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 2 | $1.5M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.09% | 16,489 | $1.5M | Reduce -1.7% |
| VZ Verizon Communications Inc. | 0.09% | 36,832 | $1.5M | Reduce -22.9% |
| TEL Te Connectivity PLC | 0.09% | 6,482 | $1.5M | Reduce -50.4% |
| C Citigroup Inc. | 0.09% | 12,611 | $1.5M | Reduce -5.1% |
| MCK McKesson Corp. | 0.09% | 1,785 | $1.5M | Reduce -1.2% |
| CRM Salesforce Inc. | 0.09% | 5,463 | $1.4M | Reduce -15.5% |
| CDW CDW Corp. | 0.08% | 10,462 | $1.4M | Reduce -23.4% |
| XLC SS Comm Select Sector SPDR | 0.08% | 12,056 | $1.4M | Add +10.8% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 26,304 | $1.4M | Reduce -31.4% |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 10,143 | $1.4M | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 3,061 | $1.4M | Reduce -58.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.08% | 5,284 | $1.4M | Reduce -57.3% |
| QCOM Qualcomm Inc. | 0.08% | 7,977 | $1.4M | Add +3.3% |
| CDNS Cadence Design SYS Inc. | 0.08% | 4,343 | $1.4M | Reduce -1.1% |
| PM Philip Morris International | 0.08% | 8,458 | $1.4M | Add +2.2% |
| PFF iShares Preferred & Income S | 0.08% | 43,165 | $1.3M | Reduce -33.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.08% | 34,350 | $1.3M | Reduce -26.0% |
| SCHB Schwab US Broad Market ETF | 0.08% | 49,768 | $1.3M | Reduce -21.6% |
| TDY Teledyne Technologies Inc. | 0.08% | 2,525 | $1.3M | Reduce -18.2% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 4,181 | $1.3M | Reduce -16.2% |
| PGR Progressive Corp. | 0.07% | 5,433 | $1.2M | Reduce -3.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.07% | 5,405 | $1.2M | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 10,651 | $1.2M | Reduce -2.9% |
| DAL Delta Air Lines Inc. | 0.07% | 17,324 | $1.2M | Reduce -33.5% |
| GUNR NT Mstar GLBL NR ETF | 0.07% | 25,781 | $1.2M | Reduce -6.6% |
| MDY State Street SPDR S&P Midcap | 0.07% | 1,932 | $1.2M | Reduce -11.5% |
| IQV Iqvia Holdings Inc. | 0.07% | 5,087 | $1.1M | Reduce -4.8% |
| CB Chubb Ltd. | 0.07% | 3,637 | $1.1M | Reduce -0.5% |
| TYL Tyler Technologies Inc. | 0.07% | 2,455 | $1.1M | Reduce -1.7% |
| DE Deere & Co. | 0.07% | 2,393 | $1.1M | Reduce -4.3% |
| BX Blackstone Inc. | 0.07% | 7,168 | $1.1M | Reduce -1.9% |
| CVS CVS Health Corp. | 0.07% | 13,887 | $1.1M | Reduce -26.5% |
| TLH iShares 10-20 Year Treasury | 0.06% | 10,614 | $1.1M | Reduce -38.8% |
| COF Capital One Financial Corp. | 0.06% | 4,428 | $1.1M | Reduce -30.1% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 21,410 | $1.1M | Add +116.9% |
| IWO iShares Russell 2000 Growth | 0.06% | 3,257 | $1.1M | Reduce -37.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 2,136 | $1.0M | Reduce -1.2% |
| EA Electronic Arts Inc. | 0.06% | 5,091 | $1.0M | Reduce -5.1% |
| JVAL JPMorgan US Value Factor ETF | 0.06% | 21,019 | $1.0M | Reduce -32.6% |
| LMT Lockheed Martin Corp. | 0.06% | 2,086 | $1.0M | Reduce -4.0% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 36,749 | $1.0M | Reduce -32.0% |
| CEG Constellation Energy | 0.06% | 2,836 | $1.0M | Add +8.0% |
| MU Micron Technology Inc. | 0.06% | 3,428 | $979K | Reduce -6.5% |
| BBY Best Buy Co. Inc. | 0.06% | 14,347 | $960K | Reduce -25.5% |
| JQUA JPMorgan US Quality Factor | 0.06% | 15,195 | $960K | Reduce -36.5% |
| WFC Wells Fargo & Co. | 0.06% | 10,291 | $959K | Reduce -4.1% |
| REET iShares Global REIT ETF | 0.06% | 38,129 | $951K | Reduce -6.8% |
| NI Nisource Inc. | 0.06% | 22,370 | $934K | Reduce -65.8% |
| STX Seagate Technology Holdings | 0.05% | 3,347 | $922K | Add +0.9% |
| EQIX Equinix Inc. | 0.05% | 1,201 | $920K | Reduce -23.6% |
| POOL Pool Corp. | 0.05% | 4,014 | $918K | Reduce -27.9% |
| BND Vanguard Total Bond Market | 0.05% | 12,320 | $913K | Reduce -23.8% |
| MPC Marathon Petroleum Corp. | 0.05% | 5,572 | $906K | Reduce -4.2% |
| CSX CSX Corp. | 0.05% | 24,841 | $900K | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.05% | 3,729 | $899K | Reduce -51.1% |
| MLM Martin Marietta Materials | 0.05% | 1,441 | $897K | Reduce -0.4% |
| INTC Intel Corp. | 0.05% | 24,181 | $892K | Reduce -23.1% |
| LIN Linde PLC | 0.05% | 1,998 | $852K | Reduce -17.1% |
| HOOD Robinhood Markets Inc. Class A | 0.05% | 7,500 | $848K | Add +3.5% |
| GM General Motors Co. | 0.05% | 10,321 | $839K | Reduce -17.4% |
| SO The Southern Co. | 0.05% | 9,612 | $838K | Reduce -20.8% |
| AYI Acuity Inc. | 0.05% | 2,299 | $828K | Add +0.1% |
| IGF iShares Global Infrastructur | 0.05% | 13,483 | $827K | Reduce -0.8% |
| AES AES Corp. | 0.05% | 55,711 | $799K | Reduce -63.7% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.05% | 11,901 | $780K | New |
| WDAY Workday Inc. Class A | 0.05% | 3,606 | $775K | Reduce -31.4% |
| TFLO iShares Treasury Floating Ra | 0.05% | 15,152 | $765K | Reduce -25.7% |
| OKE Oneok Inc. | 0.04% | 10,373 | $762K | Add +4.6% |
| MMM 3M Co. | 0.04% | 4,760 | $762K | Reduce -2.1% |
| MS Morgan Stanley | 0.04% | 4,258 | $756K | Reduce -4.4% |
| MNST Monster Beverage Corp. | 0.04% | 9,854 | $756K | Reduce -39.3% |
| XLY SS Consumer Disc Select Sect | 0.04% | 6,306 | $753K | Reduce -20.6% |
| NKE Nike Inc. Class B | 0.04% | 11,559 | $736K | Reduce -53.2% |
| GEV GE Vernova Inc. | 0.04% | 1,085 | $709K | Reduce -16.6% |
| PRU Prudential Financial Inc. | 0.04% | 6,222 | $702K | Add +5.3% |
| ICSH iShares Ultra Short Duration | 0.04% | 13,758 | $696K | Reduce -64.9% |
| HCA HCA Healthcare Inc. | 0.04% | 1,473 | $688K | Add +0.8% |
| CL Colgate-Palmolive Co. | 0.04% | 8,672 | $685K | Reduce -54.3% |
| ECL Ecolab Inc. | 0.04% | 2,594 | $681K | Reduce -3.0% |
| UPS United Parcel Service Class B | 0.04% | 6,861 | $681K | Reduce -9.0% |
| EBAY eBay Inc. | 0.04% | 7,683 | $669K | Reduce -3.4% |
| PNC PNC Financial Services Group | 0.04% | 3,183 | $664K | Reduce -4.9% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 20,314 | $663K | Add +0.0% |
| IAU iShares Gold Trust | 0.04% | 8,152 | $662K | Add +3.2% |
| GEHC GE Healthcare Technology | 0.04% | 7,889 | $647K | Add +7.0% |
| JCI Johnson Controls Internation | 0.04% | 5,397 | $646K | Add +33.6% |
| CMI Cummins Inc. | 0.04% | 1,242 | $634K | Reduce -6.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 2,070 | $629K | Reduce -1.0% |
| TFC Truist Financial Corp. | 0.04% | 12,735 | $627K | Reduce -7.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 2,142 | $622K | Reduce -33.4% |
| O Realty Income Corp. | 0.04% | 10,923 | $616K | Reduce -1.8% |
| JPST JPMorgan Ultra-Short Income | 0.04% | 11,903 | $602K | Reduce -53.6% |
| YUM Yum! Brands Inc. | 0.04% | 3,978 | $602K | Reduce -4.4% |
| EMLC Vaneck JPM Em Local Curr BND | 0.04% | 23,120 | $597K | Reduce -2.5% |
| PAYX Paychex Inc. | 0.03% | 5,223 | $586K | Add +14.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 6,241 | $574K | Reduce -3.0% |
| TXN Texas Instruments Inc. | 0.03% | 3,307 | $574K | Reduce -20.0% |
| NEM Newmont Corp. | 0.03% | 5,733 | $572K | Reduce -2.5% |
| IT Gartner Inc. | 0.03% | 2,257 | $569K | Reduce -30.1% |
| HIG Hartford Insurance Group Inc. | 0.03% | 4,123 | $568K | Reduce -0.7% |
| BP BP PLC-Spons ADR | 0.03% | 15,947 | $554K | Reduce -1.5% |
| DFUV Dimensional US Marketwide Va | 0.03% | 11,749 | $547K | Add +0.1% |
| MCO Moody's Corp. | 0.03% | 1,071 | $547K | Reduce -6.3% |
| TW Tradeweb Markets Inc. Class A | 0.03% | 5,078 | $546K | Reduce -31.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 2,843 | $543K | Reduce -0.1% |
| CTAS Cintas Corp. | 0.03% | 2,871 | $540K | Reduce -1.0% |
| FITB Fifth Third Bancorp | 0.03% | 11,504 | $538K | Reduce -19.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.03% | 4,176 | $538K | No change |
| TT Trane Technologies PLC | 0.03% | 1,374 | $535K | Add +1.6% |
| CPAY Corpay Inc. | 0.03% | 1,751 | $527K | Reduce -38.0% |
| VNQ Vanguard Real Estate ETF | 0.03% | 5,737 | $508K | Reduce -29.3% |
| UBER Uber Technologies Inc. | 0.03% | 6,206 | $507K | Reduce -7.9% |
| KLAC KLA Corp. | 0.03% | 406 | $493K | Reduce -2.2% |
| AMT American Tower Corp. | 0.03% | 2,805 | $493K | Reduce -24.4% |
| IWD iShares Russell 1000 Value E | 0.03% | 2,304 | $485K | No change |
| SWKS Skyworks Solutions Inc. | 0.03% | 7,528 | $477K | Reduce -29.9% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 3,410 | $470K | Reduce -2.9% |
| ITW Illinois Tool Works | 0.03% | 1,895 | $467K | Add +3.0% |
| ROK Rockwell Automation Inc. | 0.03% | 1,175 | $457K | Reduce -0.6% |
| AFL Aflac Inc. | 0.03% | 4,123 | $455K | Add +0.5% |
| BA The Boeing Co. | 0.03% | 2,023 | $439K | Reduce -39.7% |
| STT State Street Corp. | 0.03% | 3,399 | $439K | Reduce -19.7% |
| VGT Vanguard Info Tech ETF | 0.03% | 578 | $436K | Reduce -54.8% |
| SPGI S&P Global Inc. | 0.03% | 827 | $432K | Reduce -6.7% |
| FEZ State Street SPDR Euro Stoxx | 0.03% | 6,709 | $432K | No change |
| BSX Boston Scientific Corp. | 0.02% | 4,349 | $415K | Reduce -39.1% |
| PH Parker Hannifin Corp. | 0.02% | 465 | $409K | Add +0.7% |
| MINT PIMCO Enhanced Short Maturit | 0.02% | 4,065 | $408K | Reduce -30.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 840 | $404K | No change |
| KHC The Kraft Heinz Co. | 0.02% | 16,579 | $402K | Reduce -7.3% |
| SPG Simon Property Group Inc. | 0.02% | 2,140 | $396K | Reduce -1.8% |
| LYB Lyondellbasell Indu Class A | 0.02% | 9,139 | $396K | Reduce -19.2% |
| TECH Bio-Techne Corp. | 0.02% | 6,705 | $394K | Reduce -49.4% |
| NOW ServiceNow Inc. | 0.02% | 2,525 | $387K | Reduce -8.2% |
| DOW Dow Inc. | 0.02% | 16,194 | $379K | Add +12.8% |
| UNM Unum Group | 0.02% | 4,864 | $377K | New |
| XLV SS Health Care Select Sector | 0.02% | 2,415 | $374K | Reduce -41.3% |
| TRV The Travelers Cos Inc. | 0.02% | 1,274 | $370K | Reduce -0.6% |
| DLR Digital Realty Trust Inc. | 0.02% | 2,365 | $366K | Reduce -31.4% |
| WMB Williams Cos Inc. | 0.02% | 6,021 | $362K | Reduce -10.0% |
| TOLZ Proshares GLB Infrastructure | 0.02% | 6,655 | $360K | Reduce -14.0% |
| KEYS Keysight Technologies Inc. | 0.02% | 1,745 | $355K | Reduce -26.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 327 | $350K | Reduce -1.2% |
| WELL Welltower Inc. | 0.02% | 1,862 | $346K | Reduce -11.9% |
| HII Huntington Ingalls Industrie | 0.02% | 1,013 | $344K | Reduce -32.8% |
| DFIV Dimensional International Va | 0.02% | 6,873 | $343K | Add +0.2% |
| NSC Norfolk Southern Corp. | 0.02% | 1,183 | $342K | Reduce -1.1% |
| XLF SS Financial Select Sector | 0.02% | 6,219 | $341K | Reduce -72.6% |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 4,322 | $341K | No change |
| EW Edwards Lifesciences Corp. | 0.02% | 3,875 | $330K | Reduce -0.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 4,061 | $327K | Reduce -15.3% |
| NRG NRG Energy Inc. | 0.02% | 2,056 | $327K | Add +4.6% |
| EMR Emerson Electric Co. | 0.02% | 2,456 | $326K | Reduce -4.6% |
| APP AppLovin Corp. Class A | 0.02% | 480 | $323K | Add +53.9% |
| SHEL Shell PLC-ADR | 0.02% | 4,397 | $323K | Reduce -5.0% |
| PSX Phillips 66 | 0.02% | 2,487 | $321K | Reduce -6.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 1,500 | $318K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 4,279 | $315K | Reduce -0.3% |
| EXPE Expedia Group Inc. | 0.02% | 1,110 | $314K | Reduce -4.0% |
| NXPI NXP Semiconductors NV | 0.02% | 1,435 | $312K | Reduce -1.4% |
| NOC Northrop Grumman Corp. | 0.02% | 545 | $311K | Reduce -6.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 23,545 | $309K | Reduce -10.9% |
| DELL Dell Technologies -C | 0.02% | 2,437 | $307K | Reduce -8.6% |
| FDX FedEx Corp. | 0.02% | 1,050 | $303K | New |
| VONG Vanguard Russell 1000 Growth | 0.02% | 2,483 | $302K | No change |
| MSI Motorola Solutions Inc. | 0.02% | 788 | $302K | Reduce -1.1% |
| HOLX Hologic Inc. | 0.02% | 4,032 | $300K | Reduce -35.2% |
| VXF Vanguard Extended Market ETF | 0.02% | 1,433 | $300K | No change |
| CFG Citizens Financial Group | 0.02% | 5,107 | $298K | Reduce -13.3% |
| CPRT Copart Inc. | 0.02% | 7,544 | $295K | Reduce -9.1% |
| FNCL Fidelity MSCI Financial Indx | 0.02% | 3,762 | $292K | No change |
| FHLC Fidelity MSCI Health Care | 0.02% | 3,931 | $292K | Reduce -18.1% |
| HPQ HP Inc. | 0.02% | 13,064 | $291K | Reduce -9.9% |
| SOLS Solstice Adv Materials Inc. | 0.02% | 5,981 | $291K | Reduce -25.4% |
| DFAS Dimensional US Small Cap ETF | 0.02% | 4,152 | $289K | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.02% | 1,415 | $287K | Reduce -7.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.02% | 3,131 | $282K | Reduce -34.8% |
| SYY Sysco Corp. | 0.02% | 3,793 | $280K | Reduce -7.3% |
| IOT Samsara Inc. Class A | 0.02% | 7,870 | $279K | Reduce -18.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 6,476 | $276K | Reduce -25.9% |
| GD General Dynamics Corp. | 0.02% | 821 | $276K | Reduce -3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 583 | $273K | Reduce -9.1% |
| GLW Corning Inc. | 0.02% | 3,109 | $272K | Reduce -7.1% |
| CBRE CBRE Group Inc. Class A | 0.02% | 1,692 | $272K | Reduce -4.8% |
| AVB Avalonbay Communities Inc. | 0.02% | 1,490 | $270K | Reduce -34.4% |
| SAP Sap SE-Sponsored ADR | 0.02% | 1,110 | $270K | Reduce -8.0% |
| SCHP Schwab U.S. Tips ETF | 0.02% | 9,961 | $264K | No change |
| ACWI iShares MSCI Acwi ETF | 0.01% | 1,796 | $254K | Reduce -2.2% |
| PEG Public Service Enterprise GP | 0.01% | 3,122 | $251K | Reduce -5.0% |
| GIS General Mills Inc. | 0.01% | 5,308 | $247K | Reduce -11.6% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.01% | 3,347 | $245K | Add +0.1% |
| FIDU Fidelity MSCI Indust Indx | 0.01% | 2,962 | $244K | No change |
| EME Emcor Group Inc. | 0.01% | 397 | $243K | Add +2.1% |
| NLY Annaly Capital Management Inc. | 0.01% | 10,858 | $243K | New |
| PYPL PayPal Holdings Inc. | 0.01% | 4,133 | $241K | Reduce -10.3% |
| BDX Becton Dickinson and Co. | 0.01% | 1,241 | $241K | Add +0.1% |
| IWV iShares Russell 3000 ETF | 0.01% | 615 | $238K | Reduce -11.6% |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 1,239 | $237K | New |
| COR Cencora Inc. | 0.01% | 700 | $236K | Reduce -7.8% |
| DOC Healthpeak Properties Inc. | 0.01% | 14,550 | $234K | Reduce -3.6% |
| SHW The Sherwin-Williams Co. | 0.01% | 715 | $232K | Reduce -9.7% |
| AEE Ameren Corporation | 0.01% | 2,313 | $231K | Reduce -79.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.01% | 2,785 | $231K | Add +2.0% |
| QCLN First Trust Nasdaq Clean Edg | 0.01% | 5,104 | $228K | Reduce -0.7% |
| HSIC Henry Schein Inc. | 0.01% | 3,003 | $227K | Reduce -85.0% |
| ROST Ross Stores Inc. | 0.01% | 1,244 | $224K | New |
| SONY Sony Group Corp. - SP ADR | 0.01% | 8,740 | $224K | Reduce -1.8% |
| MET Metlife Inc. | 0.01% | 2,830 | $223K | Add +8.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.01% | 2,789 | $222K | New |
| VXUS Vanguard Total Intl Stock | 0.01% | 2,944 | $222K | No change |
| NTAP Netapp Inc. | 0.01% | 2,066 | $221K | Reduce -7.1% |
| WEC WEC Energy Group Inc. | 0.01% | 2,073 | $219K | Reduce -3.6% |
| FLEX Flex Ltd. | 0.01% | 3,599 | $217K | Reduce -11.4% |
| D Dominion Energy Inc. | 0.01% | 3,653 | $214K | Reduce -28.2% |
| UBS UBS Group AG-Reg | 0.01% | 4,595 | $213K | New |
| REGN Regeneron Pharmaceuticals | 0.01% | 274 | $211K | New |
| DRI Darden Restaurants Inc. | 0.01% | 1,141 | $210K | Reduce -17.4% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 2,668 | $210K | New |
| HWM Howmet Aerospace Inc. | 0.01% | 1,004 | $206K | Reduce -9.4% |
| ADSK Autodesk Inc. | 0.01% | 692 | $205K | Reduce -20.0% |
| MAR Marriott International Class A | 0.01% | 657 | $204K | New |
| EWU iShares MSCI United Kingdom | 0.01% | 4,600 | $202K | New |
| RWO State Street SPDR Dow Jones | 0.01% | 4,462 | $201K | Reduce -15.0% |
| SAN Banco Santander SA-Spon ADR | 0.01% | 14,167 | $166K | Add +2.4% |
| VTRS Viatris Inc. | 0.01% | 13,043 | $162K | Add +7.1% |
| MFG Mizuho Financial Group-ADR | 0.00% | 10,545 | $77K | Reduce -1.9% |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 13,333 | $71K | Add +1.3% |