| TSM Taiwan Semiconductor-SP ADR | 4.77% | 45,653 | $9.0M | Reduce 0.0% |
| LLY Eli Lilly & Co. | 4.13% | 10,115 | $7.8M | Add +0.7% |
| MSFT Microsoft Corp. | 3.97% | 17,827 | $7.5M | Add +0.8% |
| NVDA Nvidia Corp. | 3.79% | 53,383 | $7.2M | Reduce -1.1% |
| MRSH Marsh & McLennan Cos | 3.49% | 31,099 | $6.6M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.44% | 15,844 | $6.5M | Add +6.3% |
| COST Costco Wholesale Corp. | 3.35% | 6,914 | $6.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.34% | 28,770 | $6.3M | Add +1.6% |
| HD Home Depot Inc. | 3.22% | 15,667 | $6.1M | Reduce -1.7% |
| V Visa Inc. Class A | 3.09% | 18,480 | $5.8M | Add +0.3% |
| CAT Caterpillar Inc. | 2.87% | 14,991 | $5.4M | Add +0.9% |
| PWR Quanta Services Inc. | 2.80% | 16,742 | $5.3M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 2.64% | 26,259 | $5.0M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.58% | 8,318 | $4.9M | Add +0.3% |
| TSLA Tesla Inc. | 2.45% | 11,487 | $4.6M | Reduce -10.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.21% | 14,963 | $4.2M | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS | 2.19% | 5,992 | $4.2M | Add +18.1% |
| CARR Carrier Global Corp. | 2.19% | 60,654 | $4.1M | Add +2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.17% | 59,654 | $4.1M | Add +41.4% |
| UNP Union Pacific Corp. | 2.07% | 17,180 | $3.9M | Reduce -11.9% |
| NVMI Nova Ltd. | 2.05% | 19,649 | $3.9M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 2.02% | 19,483 | $3.8M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.01% | 20,056 | $3.8M | Add +1.4% |
| PH Parker Hannifin Corp. | 1.83% | 5,440 | $3.5M | New |
| GS Goldman Sachs Group Inc. | 1.80% | 5,945 | $3.4M | Add +7521.8% |
| MCD McDonald's Corp. | 1.79% | 11,651 | $3.4M | Add +1.6% |
| GRMN Garmin Ltd. | 1.77% | 16,278 | $3.4M | New |
| DRS Leonardo DRS Inc. | 1.73% | 101,099 | $3.3M | Add +0.0% |
| BMI Badger Meter Inc. | 1.67% | 14,905 | $3.2M | Add +0.2% |
| MDY State Street SPDR S&P Midcap | 1.66% | 5,518 | $3.1M | Add +18.5% |
| ISRG Intuitive Surgical Inc. | 1.57% | 5,708 | $3.0M | Reduce -0.0% |
| CLBT Cellebrite Di Ltd. | 1.54% | 132,307 | $2.9M | Add +1.3% |
| AVAV Aerovironment Inc. | 1.42% | 17,476 | $2.7M | Add +20.8% |
| VGT Vanguard Info Tech ETF | 1.23% | 3,758 | $2.3M | Reduce -0.7% |
| ADI Analog Devices Inc. | 1.23% | 10,956 | $2.3M | Reduce -2.5% |
| PEP Pepsico Inc. | 1.23% | 15,267 | $2.3M | Reduce -1.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.14% | 25,035 | $2.2M | Add +5.8% |
| VRTX Vertex Pharmaceuticals Inc. | 1.09% | 5,132 | $2.1M | Add +5.0% |
| CP Canadian Pacific Kansas City | 1.01% | 26,322 | $1.9M | Reduce -48.9% |
| ARM Arm Holdings PLC-ADR | 0.95% | 14,632 | $1.8M | Add +1.9% |
| AER Aercap Holdings NV | 0.95% | 18,700 | $1.8M | Add +3.5% |
| REGN Regeneron Pharmaceuticals | 0.92% | 2,449 | $1.7M | Add +0.1% |
| UBER Uber Technologies Inc. | 0.76% | 23,969 | $1.4M | New |
| VHT Vanguard Health Care ETF | 0.76% | 5,685 | $1.4M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.60% | 6,739 | $1.1M | Reduce -9.5% |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,206 | $650K | Add +0.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.33% | 8,164 | $622K | Reduce -11.9% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 4,200 | $536K | Add +2.2% |
| MGEE Mge Energy Inc. | 0.26% | 5,229 | $491K | Add +0.7% |
| CNQ Canadian Natural Resources | 0.25% | 15,445 | $477K | Reduce -2.6% |
| VDC Vanguard Consumer Staple ETF | 0.21% | 1,888 | $399K | Reduce -2.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 1,421 | $375K | Add +0.3% |
| MA Mastercard Inc. Class A | 0.19% | 698 | $367K | Add +3.9% |
| KKR KKR & Co. Inc. | 0.13% | 1,636 | $242K | Add +0.1% |
| SYK Stryker Corp. | 0.10% | 531 | $191K | Add +0.2% |
| ABBV Abbvie Inc. | 0.10% | 1,017 | $181K | Add +0.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 2,198 | $180K | Reduce -8.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.09% | 1,642 | $173K | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 1,435 | $160K | No change |
| BMY Bristol-Myers Squibb Co. | 0.08% | 2,724 | $154K | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 526 | $153K | Add +0.6% |
| XLV SS Health Care Select Sector | 0.08% | 1,050 | $144K | Add +2.3% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 261 | $136K | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.07% | 1,321 | $131K | Add +0.2% |
| WMT Walmart Inc. | 0.07% | 1,375 | $124K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,488 | $116K | Add +4.4% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 1,449 | $112K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.06% | 1,036 | $111K | Reduce -1.1% |
| CG The Carlyle Group Inc. | 0.06% | 2,198 | $111K | Add +0.6% |
| BX Blackstone Inc. | 0.05% | 548 | $94K | Add +1.5% |
| IWV iShares Russell 3000 ETF | 0.05% | 264 | $88K | Add +0.4% |
| CRM Salesforce Inc. | 0.05% | 261 | $87K | No change |
| WTRG Essential Utilities Inc. | 0.04% | 1,992 | $72K | Add +0.8% |
| WM Waste Management Inc. | 0.04% | 343 | $69K | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.04% | 276 | $66K | Add +0.4% |
| PSX Phillips 66 | 0.03% | 544 | $62K | Add +0.9% |
| PM Philip Morris International | 0.03% | 512 | $62K | Add +0.8% |
| FAST Fastenal Co. | 0.03% | 815 | $59K | Add +0.5% |
| PEG Public Service Enterprise GP | 0.03% | 664 | $56K | Add +0.8% |
| ITW Illinois Tool Works | 0.03% | 219 | $55K | Add +0.9% |
| DHR Danaher Corp. | 0.03% | 226 | $52K | No change |
| MO Altria Group Inc. | 0.03% | 979 | $51K | Add +1.2% |
| COP Conocophillips | 0.02% | 472 | $47K | Add +0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 195 | $47K | Add +1.0% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 565 | $44K | Add +3.9% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 728 | $43K | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.02% | 68 | $40K | Add +58.1% |
| XLK SS Technology Select Sector | 0.02% | 162 | $38K | Add +15.7% |
| JNJ Johnson & Johnson | 0.02% | 257 | $37K | Add +0.8% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 275 | $36K | Add +0.7% |
| XEL Xcel Energy Inc. | 0.02% | 515 | $35K | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.02% | 541 | $32K | Add +0.7% |
| BND Vanguard Total Bond Market | 0.02% | 444 | $32K | Add +26.9% |
| ETR Entergy Corp. | 0.02% | 413 | $31K | Reduce -0.2% |
| PFE Pfizer Inc. | 0.02% | 1,142 | $30K | Add +1.7% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 500 | $30K | No change |
| UTHR United Therapeutics Corp. | 0.01% | 75 | $26K | Reduce -25.0% |
| T AT&T Inc. | 0.01% | 1,068 | $24K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 106 | $24K | Add +9.3% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 497 | $24K | Add +1.4% |
| IWF iShares Russell 1000 Growth | 0.01% | 59 | $24K | No change |
| CWT California Water Service Grp | 0.01% | 521 | $24K | Add +0.6% |
| NEE Nextera Energy Inc. | 0.01% | 322 | $23K | Add +0.6% |
| NFLX Netflix Inc. | 0.01% | 22 | $20K | No change |
| GIS General Mills Inc. | 0.01% | 295 | $19K | Add +0.7% |
| HUBS HubSpot Inc. | 0.01% | 27 | $19K | No change |
| AVGO Broadcom Inc. | 0.01% | 80 | $19K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 263 | $18K | Add +51.1% |
| DRTS Alpha Tau Medical Ltd. | 0.01% | 5,566 | $17K | No change |
| SSD Simpson Manufacturing Co. Inc. | 0.01% | 102 | $17K | Reduce -50.2% |
| ADAM Adamas Trust Inc. | 0.01% | 2,561 | $16K | Reduce -33.5% |
| SO The Southern Co. | 0.01% | 188 | $15K | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 89 | $15K | Reduce -22.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 1,426 | $14K | Add +1.4% |
| CALX Calix Inc. | 0.01% | 400 | $14K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 130 | $14K | Reduce -21.7% |
| CMCSA Comcast Corp. Class A | 0.01% | 361 | $14K | Reduce -33.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 382 | $13K | Add +1.3% |
| VPU Vanguard Utilities ETF | 0.01% | 79 | $13K | Add +1.3% |
| VRSK Verisk Analytics Inc. | 0.01% | 44 | $12K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.01% | 151 | $12K | Add +0.7% |
| CVX Chevron Corp. | 0.01% | 81 | $12K | Add +1.3% |
| NKE Nike Inc. Class B | 0.01% | 147 | $11K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 21 | $10K | Reduce -96.7% |
| MELI MercadoLibre Inc. | 0.01% | 6 | $10K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 2 | $10K | No change |
| KDP Keurig Dr Pepper Inc. | 0.01% | 310 | $10K | Add +0.3% |
| BAH Booz Allen Hamilton Holdings | 0.01% | 75 | $10K | No change |
| CHD Church & Dwight Co. Inc. | 0.01% | 90 | $9K | Reduce -51.4% |
| CEG Constellation Energy | 0.00% | 40 | $9K | Reduce -9.1% |
| NOW ServiceNow Inc. | 0.00% | 8 | $8K | No change |
| UL Unilever PLC | 0.00% | 137 | $8K | Add +0.7% |
| XLC SS Comm Select Sector SPDR | 0.00% | 80 | $8K | Add +19.4% |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 60 | $8K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 47 | $8K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.00% | 301 | $8K | New |
| VNQ Vanguard Real Estate ETF | 0.00% | 83 | $7K | Add +2.5% |
| XLF SS Financial Select Sector | 0.00% | 152 | $7K | Reduce -29.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 100 | $7K | No change |
| AMGN Amgen Inc. | 0.00% | 27 | $7K | No change |
| MHO M/I Homes Inc. | 0.00% | 50 | $7K | No change |
| APH Amphenol Corp. Class A | 0.00% | 92 | $6K | No change |
| CI The Cigna Group | 0.00% | 23 | $6K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 55 | $6K | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 100 | $6K | New |
| AFRM Affirm Holdings Inc. | 0.00% | 100 | $6K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 5 | $6K | No change |
| LOW Lowe's Cos Inc. | 0.00% | 24 | $6K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.00% | 30 | $6K | Reduce -58.9% |
| OTIS Otis Worldwide Corp. | 0.00% | 58 | $5K | No change |
| SHOP Shopify Inc. Class A | 0.00% | 50 | $5K | No change |
| EXC Exelon Corp. | 0.00% | 135 | $5K | Add +0.8% |
| ANSS Ansys Inc. | 0.00% | 15 | $5K | No change |
| CPRT Copart Inc. | 0.00% | 88 | $5K | No change |
| WMB Williams Cos Inc. | 0.00% | 93 | $5K | Add +1.1% |
| VCIT Vanguard Int-Term Corporate | 0.00% | 58 | $5K | New |
| IJH iShares Core S&P Midcap ETF | 0.00% | 74 | $5K | Add +1.4% |
| PAYX Paychex Inc. | 0.00% | 32 | $5K | No change |
| BIIB Biogen Inc. | 0.00% | 29 | $4K | No change |
| KLAC KLA Corp. | 0.00% | 7 | $4K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 41 | $4K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 96 | $4K | Reduce -40.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 48 | $4K | No change |
| VZ Verizon Communications Inc. | 0.00% | 104 | $4K | Reduce -49.0% |
| TYL Tyler Technologies Inc. | 0.00% | 7 | $4K | No change |
| MDB Mongodb Inc. | 0.00% | 15 | $3K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 61 | $3K | New |
| ETSY Etsy Inc. | 0.00% | 65 | $3K | No change |
| GLOB Globant SA | 0.00% | 15 | $3K | No change |
| IJR iShares Core S&P Small-Cap E | 0.00% | 27 | $3K | No change |
| IYG iShares U.S. Financial Servi | 0.00% | 39 | $3K | New |
| CAH Cardinal Health Inc. | 0.00% | 25 | $3K | Reduce -50.0% |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 51 | $3K | New |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 16 | $3K | New |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 92 | $3K | New |
| KO The Coca-Cola Co. | 0.00% | 40 | $3K | No change |
| U Unity Software Inc. | 0.00% | 109 | $2K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 18 | $2K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 8 | $2K | No change |
| TLH iShares 10-20 Year Treasury | 0.00% | 19 | $2K | New |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.00% | 18 | $2K | New |
| FELE Franklin Electric Co. Inc. | 0.00% | 18 | $2K | Reduce -50.0% |
| XLE SS Energy Select Sector | 0.00% | 19 | $2K | Reduce -29.6% |
| PPL PPL Corp. | 0.00% | 48 | $2K | No change |
| EUFN iShares MSCI Europe Financia | 0.00% | 61 | $1K | New |
| DXJ Wisdomtree Japan Hedged Eq | 0.00% | 12 | $1K | New |
| XLI SS Industrial Select Sector | 0.00% | 9 | $1K | New |
| VGIT Vanguard Intermediate-Term T | 0.00% | 20 | $1K | New |
| GEV GE Vernova Inc. | 0.00% | 3 | $987 | No change |
| EDV Vanguard Extended Dur Treas | 0.00% | 12 | $813 | New |
| XLB SS Materials Select Sector | 0.00% | 9 | $758 | New |
| XYZ Block Inc. | 0.00% | 5 | $425 | New |
| PLD Prologis Inc. | 0.00% | 4 | $423 | New |
| LCID Lucid Group Inc. | 0.00% | 100 | $302 | No change |
| CRON Cronos Group Inc. | 0.00% | 100 | $202 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 3 | $32 | No change |