| LLY Eli Lilly & Co. | 4.60% | 10,100 | $7.9M | Reduce -14.4% |
| MSFT Microsoft Corp. | 4.30% | 17,476 | $7.4M | Reduce -1.8% |
| MRSH Marsh & McLennan Cos | 3.67% | 30,447 | $6.3M | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.66% | 45,973 | $6.3M | Reduce -2.2% |
| HD Home Depot Inc. | 3.53% | 15,711 | $6.0M | Reduce -2.3% |
| NVDA Nvidia Corp. | 3.23% | 6,116 | $5.5M | Reduce -25.0% |
| CAT Caterpillar Inc. | 3.20% | 14,906 | $5.5M | Reduce -0.3% |
| V Visa Inc. Class A | 2.99% | 18,318 | $5.1M | Add +0.2% |
| COST Costco Wholesale Corp. | 2.89% | 6,743 | $4.9M | Reduce -9.2% |
| ASML ASML Holding NV-NY Reg SHS | 2.85% | 5,028 | $4.9M | Reduce -0.7% |
| UNP Union Pacific Corp. | 2.79% | 19,381 | $4.8M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 2.74% | 9,476 | $4.7M | Reduce -0.4% |
| ADI Analog Devices Inc. | 2.73% | 23,593 | $4.7M | Add +0.6% |
| AMZN Amazon.com Inc. | 2.65% | 25,137 | $4.5M | Add +0.1% |
| CP Canadian Pacific Kansas City | 2.64% | 51,175 | $4.5M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.56% | 8,380 | $4.4M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 2.33% | 26,121 | $4.0M | Reduce -11.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.31% | 15,127 | $3.9M | Add +0.5% |
| DHR Danaher Corp. | 2.24% | 15,322 | $3.8M | Add +0.6% |
| ADBE Adobe Inc. | 2.19% | 7,422 | $3.7M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.09% | 10,378 | $3.6M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 2.06% | 19,297 | $3.5M | Reduce -1.0% |
| SBUX Starbucks Corp. | 2.06% | 38,546 | $3.5M | Add +1.7% |
| NVMI Nova Ltd. | 2.03% | 19,523 | $3.5M | Reduce -1.3% |
| CARR Carrier Global Corp. | 2.02% | 59,278 | $3.4M | Add +1.1% |
| MCD McDonald's Corp. | 1.84% | 11,148 | $3.1M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 1.72% | 19,421 | $2.9M | Reduce -6.0% |
| PEP Pepsico Inc. | 1.66% | 16,185 | $2.8M | Add +5.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.53% | 20,315 | $2.6M | Add +0.9% |
| QCOM Qualcomm Inc. | 1.49% | 14,999 | $2.5M | Add +14.1% |
| MDY State Street SPDR S&P Midcap | 1.43% | 4,395 | $2.4M | Add +3.1% |
| BMI Badger Meter Inc. | 1.42% | 14,951 | $2.4M | Add +0.7% |
| ISRG Intuitive Surgical Inc. | 1.34% | 5,755 | $2.3M | Reduce -7.2% |
| LULU Lululemon Athletica Inc. | 1.33% | 5,801 | $2.3M | Reduce -7.8% |
| DRS Leonardo DRS Inc. | 1.31% | 101,150 | $2.2M | Add +0.6% |
| REGN Regeneron Pharmaceuticals | 1.28% | 2,268 | $2.2M | New |
| VRTX Vertex Pharmaceuticals Inc. | 1.17% | 4,774 | $2.0M | Add +0.7% |
| VGT Vanguard Info Tech ETF | 1.05% | 3,428 | $1.8M | Reduce -0.9% |
| AMD Advanced Micro Devices | 0.98% | 9,243 | $1.7M | New |
| VHT Vanguard Health Care ETF | 0.91% | 5,759 | $1.6M | Reduce -2.1% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.87% | 26,456 | $1.5M | Add +10.6% |
| PG The Procter & Gamble Co. | 0.82% | 8,650 | $1.4M | Add +5.6% |
| CLBT Cellebrite Di Ltd. | 0.79% | 121,605 | $1.3M | New |
| ARM Arm Holdings PLC-ADR | 0.67% | 9,227 | $1.2M | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.44% | 9,718 | $746K | Add +1.4% |
| SSD Simpson Manufacturing Co. Inc. | 0.42% | 3,539 | $726K | Reduce -0.1% |
| CNQ Canadian Natural Resources | 0.36% | 8,118 | $620K | Reduce -88.5% |
| VOO Vanguard S&P 500 ETF | 0.35% | 1,241 | $597K | Add +0.8% |
| VIGI Vanguard Int Div App Indx FD | 0.28% | 5,845 | $477K | Add +2.8% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 3,892 | $471K | Add +1.4% |
| MGEE Mge Energy Inc. | 0.24% | 5,165 | $407K | Add +0.2% |
| VDC Vanguard Consumer Staple ETF | 0.23% | 1,935 | $395K | Reduce -60.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 1,620 | $370K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,427 | $357K | Reduce -8.0% |
| MA Mastercard Inc. Class A | 0.17% | 611 | $294K | Add +0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.17% | 4,753 | $292K | Add +672.9% |
| HSY The Hershey Co. | 0.13% | 1,183 | $230K | Reduce -71.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.11% | 2,348 | $192K | Reduce -1.1% |
| SYK Stryker Corp. | 0.11% | 528 | $189K | Add +0.4% |
| ABBV Abbvie Inc. | 0.11% | 1,000 | $182K | Reduce -21.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 1,435 | $176K | No change |
| MRK Merck & Co. Inc. | 0.10% | 1,313 | $173K | Add +0.2% |
| KKR KKR & Co. Inc. | 0.10% | 1,629 | $164K | Add +0.2% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 2,891 | $157K | Reduce -5.7% |
| XLV SS Health Care Select Sector | 0.09% | 1,019 | $151K | Reduce -9.3% |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 237 | $138K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 521 | $135K | Add +3.8% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.08% | 1,607 | $129K | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.07% | 1,058 | $123K | Add +0.3% |
| CG The Carlyle Group Inc. | 0.06% | 2,150 | $101K | Add +0.8% |
| TSLA Tesla Inc. | 0.05% | 495 | $87K | No change |
| PSX Phillips 66 | 0.05% | 531 | $87K | Add +0.6% |
| WMT Walmart Inc. | 0.05% | 1,376 | $83K | Reduce -2.0% |
| IWV iShares Russell 3000 ETF | 0.05% | 275 | $82K | Reduce -3.2% |
| CRM Salesforce Inc. | 0.05% | 260 | $78K | No change |
| WM Waste Management Inc. | 0.04% | 341 | $73K | Reduce -2.9% |
| WTRG Essential Utilities Inc. | 0.04% | 1,955 | $72K | Reduce -19.1% |
| BX Blackstone Inc. | 0.04% | 533 | $70K | Add +0.8% |
| FAST Fastenal Co. | 0.04% | 811 | $63K | No change |
| COP Conocophillips | 0.03% | 464 | $59K | Add +0.4% |
| ITW Illinois Tool Works | 0.03% | 215 | $58K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.03% | 271 | $54K | Reduce -3.6% |
| CNI Canadian Natl Railway Co. | 0.03% | 400 | $53K | No change |
| MDLZ Mondelez International Inc. Class A | 0.03% | 714 | $50K | Add +0.6% |
| PM Philip Morris International | 0.03% | 500 | $46K | Reduce -18.0% |
| PEG Public Service Enterprise GP | 0.03% | 646 | $43K | Add +0.8% |
| LKFN Lakeland Financial Corp. | 0.02% | 628 | $42K | Add +0.8% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 538 | $41K | Add +11.2% |
| MO Altria Group Inc. | 0.02% | 941 | $41K | Add +1.4% |
| JNJ Johnson & Johnson | 0.02% | 255 | $40K | No change |
| VEA Vanguard Ftse Developed ETF | 0.02% | 790 | $40K | New |
| BND Vanguard Total Bond Market | 0.02% | 449 | $33K | New |
| GS Goldman Sachs Group Inc. | 0.02% | 78 | $33K | No change |
| AGG iShares Core U.S. Aggregate | 0.02% | 311 | $30K | New |
| PFE Pfizer Inc. | 0.02% | 1,090 | $30K | Add +1.6% |
| XLK SS Technology Select Sector | 0.02% | 140 | $29K | Add +66.7% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 10 | $29K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 205 | $27K | Add +95.2% |
| XEL Xcel Energy Inc. | 0.02% | 500 | $27K | Reduce -49.1% |
| CSCO Cisco Systems Inc. | 0.02% | 528 | $26K | Reduce -20.6% |
| T AT&T Inc. | 0.01% | 1,419 | $25K | Reduce -4.1% |
| CWT California Water Service Grp | 0.01% | 518 | $24K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 544 | $24K | Reduce -8.1% |
| UTHR United Therapeutics Corp. | 0.01% | 100 | $23K | No change |
| ETR Entergy Corp. | 0.01% | 212 | $22K | Reduce -35.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 166 | $22K | No change |
| IVV iShares Core S&P 500 ETF | 0.01% | 40 | $21K | No change |
| NEE Nextera Energy Inc. | 0.01% | 320 | $20K | No change |
| GIS General Mills Inc. | 0.01% | 290 | $20K | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.01% | 59 | $20K | No change |
| CHD Church & Dwight Co. Inc. | 0.01% | 185 | $19K | No change |
| ADAM Adamas Trust Inc. | 0.01% | 2,665 | $19K | Add +2.4% |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 247 | $19K | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.01% | 1,407 | $19K | Reduce -16.1% |
| TGT Target Corp. | 0.01% | 100 | $18K | Reduce -22.5% |
| XLY SS Consumer Disc Select Sect | 0.01% | 97 | $18K | No change |
| HUBS HubSpot Inc. | 0.01% | 27 | $17K | No change |
| DRTS Alpha Tau Medical Ltd. | 0.01% | 5,566 | $16K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 90 | $15K | Reduce -70.7% |
| NKE Nike Inc. Class B | 0.01% | 147 | $14K | Add +0.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 377 | $14K | New |
| NFLX Netflix Inc. | 0.01% | 22 | $13K | No change |
| CALX Calix Inc. | 0.01% | 400 | $13K | No change |
| SO The Southern Co. | 0.01% | 184 | $13K | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 174 | $13K | New |
| CVX Chevron Corp. | 0.01% | 80 | $13K | Reduce -31.6% |
| VNQ Vanguard Real Estate ETF | 0.01% | 142 | $12K | Reduce -68.7% |
| INTC Intel Corp. | 0.01% | 276 | $12K | No change |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 0.01% | 262 | $12K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.01% | 148 | $11K | No change |
| VPU Vanguard Utilities ETF | 0.01% | 77 | $11K | No change |
| AVGO Broadcom Inc. | 0.01% | 8 | $11K | No change |
| VRSK Verisk Analytics Inc. | 0.01% | 44 | $10K | Reduce -10.2% |
| KDP Keurig Dr Pepper Inc. | 0.01% | 304 | $9K | Add +0.7% |
| MELI MercadoLibre Inc. | 0.01% | 6 | $9K | No change |
| VZ Verizon Communications Inc. | 0.01% | 204 | $9K | No change |
| CI The Cigna Group | 0.00% | 23 | $8K | No change |
| CEG Constellation Energy | 0.00% | 44 | $8K | No change |
| DG Dollar General Corp. | 0.00% | 52 | $8K | No change |
| AMGN Amgen Inc. | 0.00% | 27 | $8K | No change |
| IWD iShares Russell 1000 Value E | 0.00% | 42 | $7K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 59 | $7K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 2 | $7K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 47 | $7K | Add +2.2% |
| SWBI Smith & Wesson Brands Inc. | 0.00% | 409 | $7K | Add +0.7% |
| UL Unilever PLC | 0.00% | 136 | $7K | No change |
| MHO M/I Homes Inc. | 0.00% | 50 | $7K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 7 | $7K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 100 | $6K | New |
| XLF SS Financial Select Sector | 0.00% | 151 | $6K | New |
| BIIB Biogen Inc. | 0.00% | 29 | $6K | No change |
| NOW ServiceNow Inc. | 0.00% | 8 | $6K | No change |
| LOW Lowe's Cos Inc. | 0.00% | 23 | $6K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 58 | $6K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 5 | $6K | No change |
| CAH Cardinal Health Inc. | 0.00% | 50 | $6K | Reduce -25.4% |
| XLC SS Comm Select Sector SPDR | 0.00% | 67 | $5K | New |
| MDB Mongodb Inc. | 0.00% | 15 | $5K | No change |
| APH Amphenol Corp. Class A | 0.00% | 46 | $5K | No change |
| ANSS Ansys Inc. | 0.00% | 15 | $5K | Reduce -21.1% |
| CPRT Copart Inc. | 0.00% | 88 | $5K | No change |
| EXC Exelon Corp. | 0.00% | 134 | $5K | No change |
| KLAC KLA Corp. | 0.00% | 7 | $5K | No change |
| ETSY Etsy Inc. | 0.00% | 65 | $4K | No change |
| IJH iShares Core S&P Midcap ETF | 0.00% | 73 | $4K | Reduce -2.7% |
| IWO iShares Russell 2000 Growth | 0.00% | 16 | $4K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 48 | $4K | New |
| IWN iShares Russell 2000 Value E | 0.00% | 25 | $4K | New |
| PAYX Paychex Inc. | 0.00% | 32 | $4K | Reduce -20.0% |
| SHOP Shopify Inc. Class A | 0.00% | 50 | $4K | No change |
| FELE Franklin Electric Co. Inc. | 0.00% | 36 | $4K | No change |
| AFRM Affirm Holdings Inc. | 0.00% | 100 | $4K | No change |
| HXL Hexcel Corp. | 0.00% | 51 | $4K | No change |
| WMB Williams Cos Inc. | 0.00% | 92 | $4K | No change |
| LYB Lyondellbasell Indu Class A | 0.00% | 32 | $3K | No change |
| AMT American Tower Corp. | 0.00% | 16 | $3K | Reduce -23.8% |
| IPAC iShares Core MSCI Pacific Et | 0.00% | 48 | $3K | New |
| GLOB Globant SA | 0.00% | 15 | $3K | Reduce -28.6% |
| IJR iShares Core S&P Small-Cap E | 0.00% | 27 | $3K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 7 | $3K | No change |
| U Unity Software Inc. | 0.00% | 109 | $3K | No change |
| TRP TC Energy Corp. | 0.00% | 60 | $2K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 71 | $2K | New |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 18 | $2K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 8 | $2K | New |
| ILTB iShares Core 10+ Year Usd Bo | 0.00% | 34 | $2K | New |
| KO The Coca-Cola Co. | 0.00% | 24 | $1K | No change |
| PPL PPL Corp. | 0.00% | 48 | $1K | No change |
| AOUT American Outdoor Brands Inc. | 0.00% | 93 | $819 | No change |
| LCID Lucid Group Inc. | 0.00% | 100 | $285 | No change |
| CRON Cronos Group Inc. | 0.00% | 100 | $261 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 3 | $27 | No change |