| TSM Taiwan Semiconductor-SP ADR | 5.73% | 38,140 | $11.6M | Reduce -11.0% |
| LLY Eli Lilly & Co. | 5.43% | 10,212 | $11.0M | Add +0.0% |
| NVDA Nvidia Corp. | 4.77% | 51,759 | $9.7M | Reduce -1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.71% | 118,769 | $9.5M | Add +6.5% |
| MSFT Microsoft Corp. | 4.40% | 18,389 | $8.9M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.27% | 17,692 | $8.6M | Add +10.5% |
| GOOG Alphabet Inc. Class C | 4.00% | 25,793 | $8.1M | Reduce -6.7% |
| AMZN Amazon.com Inc. | 3.47% | 30,377 | $7.0M | Add +1.2% |
| V Visa Inc. Class A | 3.32% | 19,140 | $6.7M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 2.96% | 19,138 | $6.0M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 2.93% | 6,861 | $5.9M | Add +0.6% |
| PWR Quanta Services Inc. | 2.89% | 13,868 | $5.9M | Reduce -13.0% |
| NVMI Nova Ltd. | 2.83% | 17,400 | $5.7M | Reduce -11.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.66% | 7,876 | $5.4M | Reduce -1.4% |
| PH Parker Hannifin Corp. | 2.48% | 5,718 | $5.0M | Add +1.1% |
| MRSH Marsh & McLennan Cos | 2.48% | 26,989 | $5.0M | Reduce -13.1% |
| PM Philip Morris International | 2.38% | 30,068 | $4.8M | Reduce -16.0% |
| GRMN Garmin Ltd. | 2.25% | 22,402 | $4.5M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 2.12% | 19,472 | $4.3M | Reduce -1.5% |
| MCD McDonald's Corp. | 1.84% | 12,166 | $3.7M | Add +2.0% |
| ISRG Intuitive Surgical Inc. | 1.64% | 5,873 | $3.3M | Add +1.0% |
| DRS Leonardo DRS Inc. | 1.61% | 95,450 | $3.3M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 1.54% | 9,659 | $3.1M | Add +3349.6% |
| HD Home Depot Inc. | 1.54% | 9,024 | $3.1M | Reduce -44.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.46% | 9,803 | $3.0M | Reduce -10.5% |
| SPOT Spotify Technology SA | 1.46% | 5,092 | $3.0M | Add +1.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.44% | 10,416 | $2.9M | Reduce -2.0% |
| AVGO Broadcom Inc. | 1.42% | 8,314 | $2.9M | Add +10164.2% |
| BMI Badger Meter Inc. | 1.37% | 15,887 | $2.8M | Add +2.4% |
| ETN Eaton Corp. PLC | 1.33% | 8,460 | $2.7M | New |
| VGT Vanguard Info Tech ETF | 1.29% | 3,460 | $2.6M | Reduce -0.2% |
| ADI Analog Devices Inc. | 1.20% | 8,964 | $2.4M | Reduce -1.6% |
| CARR Carrier Global Corp. | 1.17% | 44,729 | $2.4M | Reduce -27.6% |
| APH Amphenol Corp. Class A | 1.16% | 17,286 | $2.3M | Add +2.5% |
| ARM Arm Holdings PLC-ADR | 1.09% | 20,152 | $2.2M | Reduce -5.2% |
| ORCL Oracle Corp. | 0.78% | 8,128 | $1.6M | Add +807.1% |
| TATT Tat Technologies Ltd. | 0.78% | 35,102 | $1.6M | New |
| NFLX Netflix Inc. | 0.75% | 16,175 | $1.5M | Add +17.0% |
| EWY iShares MSCI South Korea ETF | 0.73% | 15,090 | $1.5M | New |
| BIDU Baidu Inc. - Spon ADR | 0.68% | 10,464 | $1.4M | New |
| UNP Union Pacific Corp. | 0.64% | 5,567 | $1.3M | Reduce -25.7% |
| CSCO Cisco Systems Inc. | 0.62% | 16,342 | $1.3M | Add +2865.9% |
| ABBV Abbvie Inc. | 0.56% | 4,927 | $1.1M | Add +445.6% |
| WMT Walmart Inc. | 0.50% | 9,141 | $1.0M | Add +636.0% |
| PEP Pepsico Inc. | 0.49% | 6,884 | $988K | Reduce -14.2% |
| VOO Vanguard S&P 500 ETF | 0.37% | 1,199 | $752K | Add +7.0% |
| PG The Procter & Gamble Co. | 0.29% | 4,090 | $586K | Reduce -32.8% |
| MDY State Street SPDR S&P Midcap | 0.28% | 953 | $575K | Reduce -4.4% |
| BRX Brixmor Property Group Inc. | 0.28% | 21,433 | $562K | Add +35.1% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 3,653 | $524K | Reduce -5.0% |
| MA Mastercard Inc. Class A | 0.20% | 724 | $413K | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 1,422 | $413K | Add +0.8% |
| MGEE Mge Energy Inc. | 0.19% | 5,025 | $394K | Reduce -3.6% |
| VDC Vanguard Consumer Staple ETF | 0.17% | 1,645 | $347K | Reduce -7.5% |
| XOM Exxon Mobil Corp. | 0.12% | 1,970 | $237K | Reduce -19.7% |
| BLK BlackRock Inc. | 0.11% | 200 | $214K | No change |
| NEE Nextera Energy Inc. | 0.10% | 2,507 | $201K | Reduce -3.6% |
| SCHW Schwab (charles) Corp. | 0.10% | 2,000 | $200K | No change |
| SYK Stryker Corp. | 0.09% | 536 | $188K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 1,619 | $184K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 533 | $179K | Add +0.6% |
| JNJ Johnson & Johnson | 0.09% | 834 | $173K | Reduce -34.3% |
| KKR KKR & Co. Inc. | 0.08% | 1,251 | $159K | Reduce -23.9% |
| CAT Caterpillar Inc. | 0.08% | 265 | $152K | No change |
| BMY Bristol-Myers Squibb Co. | 0.07% | 2,785 | $150K | Add +1.1% |
| MRK Merck & Co. Inc. | 0.07% | 1,371 | $144K | Add +1.0% |
| CME Cme Group Inc. | 0.07% | 494 | $135K | No change |
| CG The Carlyle Group Inc. | 0.07% | 2,258 | $133K | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 1,501 | $118K | Add +1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,479 | $118K | Add +1.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 1,300 | $108K | Reduce -22.8% |
| GWW WW Grainger Inc. | 0.05% | 106 | $107K | No change |
| TSLA Tesla Inc. | 0.05% | 220 | $99K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 1,153 | $95K | Reduce -26.6% |
| IWV iShares Russell 3000 ETF | 0.05% | 240 | $93K | Add +0.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 984 | $83K | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.04% | 90 | $79K | Add +1.1% |
| WTRG Essential Utilities Inc. | 0.04% | 2,055 | $79K | Add +51.9% |
| PSX Phillips 66 | 0.04% | 565 | $73K | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 123 | $72K | No change |
| WM Waste Management Inc. | 0.03% | 322 | $71K | Add +177.6% |
| BX Blackstone Inc. | 0.03% | 407 | $63K | Reduce -27.3% |
| FAST Fastenal Co. | 0.03% | 1,552 | $62K | New |
| MO Altria Group Inc. | 0.03% | 1,050 | $61K | Add +1.6% |
| ITW Illinois Tool Works | 0.03% | 224 | $55K | Add +0.5% |
| PEG Public Service Enterprise GP | 0.03% | 683 | $55K | Add +22.6% |
| ON On Semiconductor | 0.03% | 1,000 | $54K | No change |
| DHR Danaher Corp. | 0.03% | 228 | $52K | Add +0.4% |
| XEL Xcel Energy Inc. | 0.02% | 631 | $47K | Add +19.7% |
| COP Conocophillips | 0.02% | 489 | $46K | Add +1.0% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 564 | $44K | Add +0.9% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 750 | $40K | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 156 | $40K | Add +0.7% |
| ETR Entergy Corp. | 0.02% | 413 | $38K | No change |
| UTHR United Therapeutics Corp. | 0.02% | 75 | $37K | No change |
| XLK SS Technology Select Sector | 0.01% | 211 | $30K | Reduce -12.8% |
| PFE Pfizer Inc. | 0.01% | 1,221 | $30K | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 0.01% | 44 | $30K | Reduce -29.0% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 215 | $30K | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.01% | 59 | $28K | No change |
| T AT&T Inc. | 0.01% | 1,115 | $28K | Add +1.2% |
| DRTS Alpha Tau Medical Ltd. | 0.01% | 5,566 | $28K | No change |
| BND Vanguard Total Bond Market | 0.01% | 366 | $27K | Add +1.4% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.01% | 1,015 | $27K | Add +0.5% |
| XLY SS Consumer Disc Select Sect | 0.01% | 195 | $23K | Reduce -0.5% |
| CWT California Water Service Grp | 0.01% | 531 | $23K | New |
| EWL iShares MSCI Switzerland ETF | 0.01% | 383 | $23K | No change |
| SCHO Schwab Short-Term US Treas | 0.01% | 892 | $22K | Add +1.3% |
| CALX Calix Inc. | 0.01% | 400 | $21K | No change |
| VHT Vanguard Health Care ETF | 0.01% | 69 | $20K | Reduce -8.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 1,506 | $20K | Add +1.1% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 500 | $19K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 396 | $18K | Add +1.8% |
| SO The Southern Co. | 0.01% | 194 | $17K | Add +1.0% |
| SSD Simpson Manufacturing Co. Inc. | 0.01% | 103 | $17K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 183 | $16K | Add +1.7% |
| CRM Salesforce Inc. | 0.01% | 61 | $16K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 87 | $15K | New |
| SCHD Schwab US DVD Equity ETF | 0.01% | 559 | $15K | Add +1.1% |
| DGRO iShares Core Dividend Growth | 0.01% | 220 | $15K | New |
| EWU iShares MSCI United Kingdom | 0.01% | 346 | $15K | Reduce -9.9% |
| VPU Vanguard Utilities ETF | 0.01% | 81 | $15K | No change |
| CRWV Coreweave Inc. Class A | 0.01% | 200 | $14K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 66 | $13K | Reduce -18.5% |
| CEG Constellation Energy | 0.01% | 35 | $12K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 130 | $12K | No change |
| CVX Chevron Corp. | 0.01% | 74 | $11K | Add +1.4% |
| CMCSA Comcast Corp. Class A | 0.01% | 375 | $11K | Add +1.1% |
| EWS iShares MSCI Singapore ETF | 0.01% | 401 | $11K | Reduce -12.4% |
| HUBS HubSpot Inc. | 0.01% | 27 | $11K | New |
| QUS SS SPDR MSCI U Stratfact ETF | 0.01% | 61 | $11K | Add +1.7% |
| VRSK Verisk Analytics Inc. | 0.00% | 44 | $10K | No change |
| NKE Nike Inc. Class B | 0.00% | 150 | $10K | Add +265.9% |
| KDP Keurig Dr Pepper Inc. | 0.00% | 320 | $9K | Add +0.9% |
| KLAC KLA Corp. | 0.00% | 7 | $9K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 61 | $9K | No change |
| XLF SS Financial Select Sector | 0.00% | 154 | $8K | Add +0.7% |
| VNQ Vanguard Real Estate ETF | 0.00% | 95 | $8K | Add +13.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 102 | $8K | Add +1.0% |
| SCHB Schwab US Broad Market ETF | 0.00% | 312 | $8K | Add +0.3% |
| XLC SS Comm Select Sector SPDR | 0.00% | 68 | $8K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 239 | $8K | Add +3.0% |
| AFRM Affirm Holdings Inc. | 0.00% | 100 | $7K | No change |
| ORLY O'reilly Automotive Inc. | 0.00% | 75 | $7K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.00% | 30 | $7K | No change |
| UL Unilever PLC-Sponsored ADR | 0.00% | 103 | $7K | New |
| CI The Cigna Group | 0.00% | 24 | $6K | Add +4.3% |
| AMGN Amgen Inc. | 0.00% | 19 | $6K | No change |
| NOW ServiceNow Inc. | 0.00% | 40 | $6K | No change |
| EXC Exelon Corp. | 0.00% | 140 | $6K | Add +0.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.00% | 90 | $6K | No change |
| WMB Williams Cos Inc. | 0.00% | 96 | $6K | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.00% | 88 | $6K | Add +1.1% |
| CAH Cardinal Health Inc. | 0.00% | 25 | $5K | No change |
| OTIS Otis Worldwide Corp. | 0.00% | 59 | $5K | New |
| BIIB Biogen Inc. | 0.00% | 29 | $5K | No change |
| FLAU Franklin Ftse Australia ETF | 0.00% | 161 | $5K | Reduce -47.2% |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 42 | $5K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 49 | $4K | No change |
| IONQ Ionq Inc. | 0.00% | 100 | $4K | No change |
| JOBY Joby Aviation Inc. | 0.00% | 300 | $4K | No change |
| ETSY Etsy Inc. | 0.00% | 65 | $4K | No change |
| TYL Tyler Technologies Inc. | 0.00% | 7 | $3K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 400 | $3K | No change |
| LOW Lowe's Cos Inc. | 0.00% | 12 | $3K | No change |
| QBTS D-Wave Quantum Inc. | 0.00% | 100 | $3K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 18 | $2K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 8 | $2K | No change |
| RGTI Rigetti Computing Inc. | 0.00% | 100 | $2K | No change |
| GEV GE Vernova Inc. | 0.00% | 3 | $2K | No change |
| ALH Alliance Laundry Holdings Inc. | 0.00% | 40 | $814 | New |
| TIGO Millicom Intl Cellular S.A. | 0.00% | 23 | $365 | New |
| CRON Cronos Group Inc. | 0.00% | 100 | $263 | No change |
| LCID Lucid Group Inc. | 0.00% | 10 | $106 | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 3 | $87 | No change |
| CGC Canopy Growth Corp. | 0.00% | 2 | $3 | No change |