| TSM Taiwan Semiconductor-SP ADR | 5.06% | 43,089 | $9.8M | Reduce -1.7% |
| MSFT Microsoft Corp. | 4.72% | 18,304 | $9.1M | Add +2.7% |
| NVDA Nvidia Corp. | 4.30% | 52,549 | $8.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 4.08% | 10,098 | $7.9M | Add +0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.01% | 106,348 | $7.7M | Add +6.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.58% | 15,750 | $6.9M | Reduce -12.1% |
| V Visa Inc. Class A | 3.52% | 19,108 | $6.8M | Add +4.6% |
| MRSH Marsh & McLennan Cos | 3.48% | 30,708 | $6.7M | Add +0.3% |
| COST Costco Wholesale Corp. | 3.46% | 6,736 | $6.7M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.42% | 30,083 | $6.6M | Add +5.3% |
| PM Philip Morris International | 3.32% | 35,159 | $6.4M | Add +34.2% |
| PWR Quanta Services Inc. | 3.11% | 15,893 | $6.0M | Reduce -3.8% |
| HD Home Depot Inc. | 3.08% | 16,196 | $5.9M | Add +4.3% |
| NVMI Nova Ltd. | 2.77% | 19,394 | $5.3M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.61% | 8,143 | $5.0M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 2.54% | 27,644 | $4.9M | Add +6.9% |
| ASML ASML Holding NV-NY Reg SHS | 2.52% | 6,061 | $4.9M | Add +3.5% |
| GRMN Garmin Ltd. | 2.36% | 21,803 | $4.6M | Add +13.0% |
| CARR Carrier Global Corp. | 2.27% | 59,730 | $4.4M | Add +0.2% |
| DRS Leonardo DRS Inc. | 2.25% | 93,426 | $4.3M | Reduce -7.0% |
| VIG Vanguard Dividend Apprec ETF | 2.07% | 19,545 | $4.0M | Add +0.1% |
| PH Parker Hannifin Corp. | 2.02% | 5,588 | $3.9M | Add +2.0% |
| SPOT Spotify Technology SA | 1.97% | 4,945 | $3.8M | Add +50.1% |
| BMI Badger Meter Inc. | 1.87% | 14,746 | $3.6M | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.84% | 12,810 | $3.5M | Reduce -11.9% |
| GOOGL Alphabet Inc. Class A | 1.81% | 19,827 | $3.5M | Reduce -0.1% |
| MCD McDonald's Corp. | 1.79% | 11,791 | $3.4M | Add +1.9% |
| ARM Arm Holdings PLC-ADR | 1.74% | 20,809 | $3.4M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 1.58% | 5,624 | $3.1M | Reduce -0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.39% | 9,409 | $2.7M | New |
| HDB HDFC Bank Ltd.-ADR | 1.30% | 32,771 | $2.5M | New |
| VRTX Vertex Pharmaceuticals Inc. | 1.20% | 5,193 | $2.3M | Add +1.2% |
| VGT Vanguard Info Tech ETF | 1.17% | 3,413 | $2.3M | Reduce -8.5% |
| ADI Analog Devices Inc. | 1.13% | 9,178 | $2.2M | Reduce -2.2% |
| CLBT Cellebrite Di Ltd. | 1.09% | 130,915 | $2.1M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.92% | 7,684 | $1.8M | Reduce -5.3% |
| PEP Pepsico Inc. | 0.64% | 9,284 | $1.2M | Reduce -38.4% |
| DECK Deckers Outdoor Corp. | 0.60% | 11,148 | $1.1M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.52% | 6,308 | $1.0M | Reduce -3.7% |
| MDY State Street SPDR S&P Midcap | 0.37% | 1,263 | $716K | Reduce -82.0% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,123 | $638K | Reduce -3.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.30% | 7,616 | $577K | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 4,043 | $539K | Reduce -2.4% |
| BRX Brixmor Property Group Inc. | 0.24% | 17,868 | $465K | Add +44.6% |
| MGEE Mge Energy Inc. | 0.24% | 5,157 | $456K | Add +1.8% |
| VDC Vanguard Consumer Staple ETF | 0.21% | 1,841 | $403K | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,428 | $400K | No change |
| MA Mastercard Inc. Class A | 0.20% | 695 | $390K | Add +0.9% |
| HON Honeywell International Inc. | 0.18% | 1,456 | $339K | New |
| RLI Rli Corp. | 0.15% | 4,130 | $298K | New |
| NEE Nextera Energy Inc. | 0.15% | 4,283 | $297K | Add +1313.5% |
| AMT American Tower Corp. | 0.15% | 1,307 | $289K | New |
| XOM Exxon Mobil Corp. | 0.15% | 2,644 | $285K | Add +152.8% |
| TXN Texas Instruments Inc. | 0.14% | 1,320 | $274K | New |
| ADP Automatic Data Processing | 0.14% | 848 | $262K | New |
| JNJ Johnson & Johnson | 0.13% | 1,661 | $254K | Add +625.3% |
| DHR Danaher Corp. | 0.12% | 1,199 | $237K | Add +428.2% |
| KKR KKR & Co. Inc. | 0.11% | 1,640 | $218K | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.11% | 2,323 | $212K | New |
| SYK Stryker Corp. | 0.11% | 534 | $211K | Add +0.2% |
| BLK BlackRock Inc. | 0.11% | 200 | $210K | New |
| ORCL Oracle Corp. | 0.10% | 896 | $196K | New |
| ABBV Abbvie Inc. | 0.10% | 1,018 | $189K | Add +0.9% |
| ITW Illinois Tool Works | 0.10% | 763 | $189K | Add +246.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 2,226 | $184K | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 1,442 | $179K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.09% | 1,670 | $171K | Add +1.0% |
| CVX Chevron Corp. | 0.09% | 1,195 | $171K | Add +1559.7% |
| COP Conocophillips | 0.09% | 1,895 | $170K | Add +298.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 528 | $161K | No change |
| FCX Freeport-McMoran Inc. | 0.07% | 3,281 | $142K | New |
| CME Cme Group Inc. | 0.07% | 494 | $136K | New |
| WMT Walmart Inc. | 0.07% | 1,385 | $135K | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 2,724 | $126K | Reduce -0.8% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 1,467 | $115K | Add +1.0% |
| CG The Carlyle Group Inc. | 0.06% | 2,231 | $115K | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,442 | $115K | Reduce -3.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.06% | 106 | $110K | New |
| REGN Regeneron Pharmaceuticals | 0.06% | 208 | $109K | New |
| MRK Merck & Co. Inc. | 0.06% | 1,345 | $106K | Add +1.0% |
| CAT Caterpillar Inc. | 0.05% | 265 | $103K | New |
| NKE Nike Inc. Class B | 0.05% | 1,341 | $95K | Add +806.1% |
| HUM Humana Inc. | 0.05% | 358 | $88K | New |
| IWV iShares Russell 3000 ETF | 0.04% | 239 | $84K | Reduce -3.6% |
| BX Blackstone Inc. | 0.04% | 556 | $83K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.04% | 279 | $81K | Add +0.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 975 | $77K | Add +0.5% |
| WTRG Essential Utilities Inc. | 0.04% | 2,026 | $75K | Add +0.8% |
| WM Waste Management Inc. | 0.04% | 320 | $73K | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 175 | $71K | Add +0.6% |
| TSLA Tesla Inc. | 0.04% | 220 | $70K | No change |
| PSX Phillips 66 | 0.03% | 555 | $66K | Add +1.1% |
| FAST Fastenal Co. | 0.03% | 1,545 | $65K | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.03% | 89 | $63K | Reduce -98.9% |
| MO Altria Group Inc. | 0.03% | 1,016 | $60K | Add +1.8% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.03% | 2,414 | $58K | Add +0.4% |
| PEG Public Service Enterprise GP | 0.03% | 674 | $57K | Add +0.8% |
| ACN Accenture PLC Class A | 0.03% | 187 | $56K | New |
| MDLZ Mondelez International Inc. Class A | 0.03% | 739 | $50K | Add +0.7% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 555 | $45K | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.02% | 69 | $43K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 548 | $38K | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 155 | $37K | Reduce -20.5% |
| XLK SS Technology Select Sector | 0.02% | 141 | $36K | Add +0.7% |
| XEL Xcel Energy Inc. | 0.02% | 523 | $36K | Add +0.8% |
| ETR Entergy Corp. | 0.02% | 413 | $34K | No change |
| T AT&T Inc. | 0.02% | 1,091 | $32K | Add +1.0% |
| NFLX Netflix Inc. | 0.02% | 22 | $29K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 212 | $29K | Reduce -23.5% |
| PFE Pfizer Inc. | 0.01% | 1,180 | $29K | Add +1.7% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 500 | $28K | No change |
| BND Vanguard Total Bond Market | 0.01% | 358 | $26K | Reduce -19.9% |
| IWF iShares Russell 1000 Growth | 0.01% | 59 | $25K | No change |
| CWT California Water Service Grp | 0.01% | 527 | $24K | Add +0.6% |
| AVGO Broadcom Inc. | 0.01% | 81 | $22K | Add +1.3% |
| UTHR United Therapeutics Corp. | 0.01% | 75 | $22K | No change |
| CALX Calix Inc. | 0.01% | 400 | $21K | No change |
| SCHO Schwab Short-Term US Treas | 0.01% | 872 | $21K | Reduce -58.9% |
| XLY SS Consumer Disc Select Sect | 0.01% | 98 | $21K | No change |
| EWL iShares MSCI Switzerland ETF | 0.01% | 383 | $21K | Add +1.9% |
| VHT Vanguard Health Care ETF | 0.01% | 75 | $19K | No change |
| SO The Southern Co. | 0.01% | 191 | $18K | Add +1.1% |
| DRTS Alpha Tau Medical Ltd. | 0.01% | 5,566 | $17K | No change |
| CRM Salesforce Inc. | 0.01% | 60 | $16K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 1,470 | $16K | Add +1.5% |
| SSD Simpson Manufacturing Co. Inc. | 0.01% | 103 | $16K | Add +1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 389 | $16K | Add +1.8% |
| EWU iShares MSCI United Kingdom | 0.01% | 384 | $15K | Add +2.1% |
| HUBS HubSpot Inc. | 0.01% | 27 | $15K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 180 | $15K | Add +1.7% |
| SCHD Schwab US DVD Equity ETF | 0.01% | 548 | $15K | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 81 | $14K | Reduce -9.0% |
| VPU Vanguard Utilities ETF | 0.01% | 80 | $14K | No change |
| VRSK Verisk Analytics Inc. | 0.01% | 44 | $14K | No change |
| CMCSA Comcast Corp. Class A | 0.01% | 367 | $13K | Add +0.8% |
| MELI MercadoLibre Inc. | 0.01% | 5 | $13K | No change |
| EWS iShares MSCI Singapore ETF | 0.01% | 458 | $12K | Add +1.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 130 | $12K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 2 | $12K | No change |
| GIS General Mills Inc. | 0.01% | 220 | $11K | Reduce -26.2% |
| CEG Constellation Energy | 0.01% | 35 | $11K | Reduce -12.5% |
| KDP Keurig Dr Pepper Inc. | 0.01% | 315 | $10K | Add +0.6% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.01% | 60 | $10K | Reduce -55.2% |
| FLAU Franklin Ftse Australia ETF | 0.00% | 305 | $9K | Reduce -41.1% |
| APH Amphenol Corp. Class A | 0.00% | 92 | $9K | No change |
| NOW ServiceNow Inc. | 0.00% | 8 | $8K | No change |
| XLF SS Financial Select Sector | 0.00% | 153 | $8K | Reduce -2.5% |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 60 | $8K | No change |
| CI The Cigna Group | 0.00% | 23 | $8K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 101 | $8K | No change |
| VNQ Vanguard Real Estate ETF | 0.00% | 84 | $7K | Add +1.2% |
| SCHX Schwab US Large-Cap ETF | 0.00% | 303 | $7K | Add +129.6% |
| SCHB Schwab US Broad Market ETF | 0.00% | 311 | $7K | Add +0.3% |
| XLC SS Comm Select Sector SPDR | 0.00% | 68 | $7K | Add +1.5% |
| UL Unilever PLC | 0.00% | 116 | $7K | Add +0.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 232 | $7K | No change |
| AFRM Affirm Holdings Inc. | 0.00% | 100 | $7K | No change |
| CHD Church & Dwight Co. Inc. | 0.00% | 70 | $7K | Reduce -22.2% |
| ORLY O'reilly Automotive Inc. | 0.00% | 75 | $7K | No change |
| KLAC KLA Corp. | 0.00% | 7 | $6K | No change |
| EXC Exelon Corp. | 0.00% | 138 | $6K | Add +0.7% |
| FTEC Fidelity MSCI Info Tech Indx | 0.00% | 30 | $6K | No change |
| WMB Williams Cos Inc. | 0.00% | 94 | $6K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 58 | $6K | No change |
| SHOP Shopify Inc. Class A | 0.00% | 50 | $6K | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 100 | $6K | No change |
| CFO Victoryshares US 500 Enhance | 0.00% | 75 | $5K | New |
| LOW Lowe's Cos Inc. | 0.00% | 24 | $5K | No change |
| ANSS Ansys Inc. | 0.00% | 15 | $5K | No change |
| AMGN Amgen Inc. | 0.00% | 18 | $5K | No change |
| VEA Vanguard Ftse Developed ETF | 0.00% | 86 | $5K | Reduce -82.8% |
| PAYX Paychex Inc. | 0.00% | 33 | $5K | Add +3.1% |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 42 | $5K | Add +2.4% |
| CPRT Copart Inc. | 0.00% | 88 | $4K | No change |
| CAH Cardinal Health Inc. | 0.00% | 25 | $4K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 7 | $4K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 178 | $4K | Add +69.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 49 | $4K | Reduce -25.8% |
| BIIB Biogen Inc. | 0.00% | 29 | $4K | No change |
| ETSY Etsy Inc. | 0.00% | 65 | $3K | No change |
| MDB Mongodb Inc. | 0.00% | 15 | $3K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 16 | $3K | No change |
| U Unity Software Inc. | 0.00% | 109 | $3K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 27 | $3K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 18 | $3K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 8 | $2K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 73 | $2K | New |
| GEV GE Vernova Inc. | 0.00% | 3 | $2K | No change |
| XYZ Block Inc. | 0.00% | 5 | $340 | No change |
| LCID Lucid Group Inc. | 0.00% | 100 | $211 | No change |
| CRON Cronos Group Inc. | 0.00% | 100 | $191 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 3 | $35 | No change |
| CGC Canopy Growth Corp. | 0.00% | 2 | $3 | No change |