| BAC Bank of America Corp. | 5.01% | 286,761 | $16.3M | No change |
| IVV iShares Core S&P 500 ETF | 3.72% | 16,175 | $12.1M | Add +0.5% |
| AAPL Apple Inc. | 3.52% | 39,689 | $11.5M | Reduce -0.6% |
| MSFT Microsoft Corp. | 2.87% | 25,058 | $9.3M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.32% | 31,754 | $7.6M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 2.19% | 20,242 | $7.2M | Reduce -2.0% |
| JNJ Johnson & Johnson | 2.01% | 25,826 | $6.6M | Reduce -12.6% |
| NVDA Nvidia Corp. | 1.79% | 29,173 | $5.8M | Reduce -2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.76% | 11,467 | $5.7M | Add +11.0% |
| JPM JPMorgan Chase & Co. | 1.51% | 15,036 | $4.9M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.44% | 12,657 | $4.7M | Reduce -4.4% |
| AVGO Broadcom Inc. | 1.43% | 12,295 | $4.6M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.42% | 12,980 | $4.6M | Reduce -3.1% |
| PANW Palo Alto Networks Inc. | 1.31% | 12,518 | $4.3M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 1.25% | 68,506 | $4.1M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.21% | 3,283 | $3.9M | Reduce -0.2% |
| VEU Vanguard Ftse All-World Ex-U | 1.06% | 41,134 | $3.4M | Add +3.5% |
| XOM Exxon Mobil Corp. | 1.00% | 23,780 | $3.3M | Reduce -1.0% |
| GBDC Golub Capital BDC Inc. | 0.99% | 250,990 | $3.2M | Add +1.5% |
| V Visa Inc. Class A | 0.94% | 8,929 | $3.1M | Reduce -0.2% |
| OMAH Vistashares TRG 15 Berkshire | 0.90% | 159,000 | $2.9M | Add +297.5% |
| NEE Nextera Energy Inc. | 0.84% | 31,229 | $2.7M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.84% | 5,463 | $2.7M | Add +2.9% |
| ABBV Abbvie Inc. | 0.82% | 10,584 | $2.7M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.81% | 3,860 | $2.7M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 3,317 | $2.5M | No change |
| DFUV Dimensional US Marketwide Va | 0.72% | 42,437 | $2.3M | Add +1.3% |
| CSCO Cisco Systems Inc. | 0.71% | 19,703 | $2.3M | Reduce -7.0% |
| META Meta Platforms Inc. Class A | 0.70% | 4,058 | $2.3M | Add +1.1% |
| ABT Abbott Laboratories | 0.69% | 24,697 | $2.2M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.67% | 5,113 | $2.2M | Reduce -9.2% |
| BAFE Brown Flex Equity ETF | 0.63% | 70,745 | $2.1M | Reduce -9.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.63% | 21,315 | $2.1M | Add +10.3% |
| SCHD Schwab US DVD Equity ETF | 0.62% | 64,206 | $2.0M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 0.59% | 25,004 | $1.9M | Add +0.0% |
| WMT Walmart Inc. | 0.58% | 16,657 | $1.9M | Reduce -0.3% |
| DELL Dell Technologies -C | 0.55% | 4,171 | $1.8M | Reduce -7.1% |
| TT Trane Technologies PLC | 0.55% | 3,658 | $1.8M | No change |
| RSG Republic Services Inc. | 0.54% | 8,247 | $1.8M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 0.54% | 9,901 | $1.7M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.53% | 11,771 | $1.7M | Reduce -1.9% |
| MCD McDonald's Corp. | 0.49% | 5,942 | $1.6M | Reduce -0.8% |
| BASG Brown Adviso Sustain Gro ETF | 0.49% | 60,058 | $1.6M | Reduce -1.3% |
| BX Blackstone Inc. | 0.49% | 13,479 | $1.6M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.47% | 1,649 | $1.5M | Reduce -0.3% |
| PM Philip Morris International | 0.47% | 8,464 | $1.5M | No change |
| PEP Pepsico Inc. | 0.47% | 11,308 | $1.5M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.47% | 5,014 | $1.5M | Reduce -25.4% |
| ACGL Arch Capital Group Ltd. | 0.47% | 15,642 | $1.5M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 9,974 | $1.5M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.46% | 35,461 | $1.5M | Reduce -2.2% |
| BLK BlackRock Inc. | 0.46% | 1,545 | $1.5M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 1,982 | $1.5M | Reduce -1.8% |
| SWK Stanley Black & Decker Inc. | 0.44% | 15,400 | $1.4M | Add +0.5% |
| SHBI Shore Bancshares Inc. | 0.44% | 62,243 | $1.4M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.44% | 12,099 | $1.4M | Add +12.9% |
| PH Parker Hannifin Corp. | 0.43% | 1,417 | $1.4M | Reduce -0.1% |
| EPD Enterprise Products Partners | 0.42% | 37,154 | $1.4M | No change |
| D Dominion Energy Inc. | 0.41% | 19,385 | $1.3M | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.41% | 22,926 | $1.3M | Add +6.2% |
| AXP American Express Co. | 0.40% | 3,818 | $1.3M | Reduce -0.7% |
| HD Home Depot Inc. | 0.39% | 3,647 | $1.3M | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.39% | 15,794 | $1.3M | Reduce -0.0% |
| DHR Danaher Corp. | 0.39% | 6,723 | $1.3M | Reduce -12.6% |
| VXUS Vanguard Total Intl Stock | 0.38% | 14,470 | $1.2M | Reduce -0.8% |
| IXUS iShares Core Intl Stock ETF | 0.38% | 12,810 | $1.2M | No change |
| MRP Millrose Properties | 0.37% | 40,584 | $1.2M | Add +69.5% |
| DLR Digital Realty Trust Inc. | 0.37% | 6,781 | $1.2M | No change |
| INTC Intel Corp. | 0.37% | 8,716 | $1.2M | Reduce -17.6% |
| SBRA Sabra Health Care REIT Inc. | 0.37% | 62,377 | $1.2M | Add +1.2% |
| MA Mastercard Inc. Class A | 0.37% | 2,340 | $1.2M | Reduce -1.0% |
| RHP Ryman Hospitality Properties | 0.37% | 9,302 | $1.2M | Reduce -1.2% |
| LIN Linde PLC | 0.37% | 2,298 | $1.2M | Reduce -0.7% |
| KNTK Kinetik Holdings Inc. | 0.36% | 23,961 | $1.2M | Reduce -1.1% |
| PFE Pfizer Inc. | 0.35% | 47,994 | $1.2M | Reduce -14.3% |
| MPLX MPLX LP | 0.35% | 20,342 | $1.1M | No change |
| O Realty Income Corp. | 0.35% | 18,436 | $1.1M | Add +4.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.34% | 7,874 | $1.1M | Reduce -0.9% |
| LAMR Lamar Advertising Co. Class A | 0.34% | 7,117 | $1.1M | Reduce -3.3% |
| UL Unilever PLC-Sponsored ADR | 0.33% | 18,078 | $1.1M | Add +35.0% |
| HWM Howmet Aerospace Inc. | 0.32% | 3,899 | $1.0M | Reduce -0.3% |
| AFL Aflac Inc. | 0.32% | 8,899 | $1.0M | No change |
| FCX Freeport-McMoran Inc. | 0.32% | 16,494 | $1.0M | Reduce -11.3% |
| MU Micron Technology Inc. | 0.32% | 898 | $1.0M | Add +1.2% |
| HTGC Hercules Capital Inc. | 0.32% | 65,337 | $1.0M | Add +2.6% |
| COLB Columbia Banking System Inc. | 0.31% | 31,968 | $1.0M | Reduce -1.5% |
| TXN Texas Instruments Inc. | 0.31% | 3,436 | $1.0M | Add +0.7% |
| AMCR Amcor PLC | 0.31% | 23,416 | $1.0M | Add +2.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.31% | 510 | $1.0M | No change |
| CMCSA Comcast Corp. Class A | 0.31% | 41,237 | $1.0M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 10,398 | $1.0M | Add +0.4% |
| PSTL Postal Realty Trust Inc. Class A | 0.30% | 40,310 | $993K | Reduce -17.6% |
| ET Energy Transfer LP | 0.30% | 51,231 | $980K | No change |
| GE General Electric filed as GE AEROSPACE | 0.30% | 2,583 | $965K | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.29% | 5,146 | $951K | Reduce -17.6% |
| FLNG Flex LNG Ltd. | 0.29% | 33,473 | $939K | Reduce -1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 3,314 | $932K | Reduce -1.1% |
| EMLP First Trust North American E | 0.28% | 21,176 | $921K | No change |
| IGF iShares Global Infrastructur | 0.28% | 13,795 | $919K | No change |
| ORCL Oracle Corp. | 0.28% | 6,267 | $918K | Reduce -2.3% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.28% | 24,015 | $914K | Reduce -4.7% |
| GILD Gilead Sciences Inc. | 0.28% | 7,159 | $904K | Add +83.6% |
| CVX Chevron Corp. | 0.28% | 5,421 | $899K | Add +2.5% |
| TSLX Sixth Street Specialty Lendi | 0.27% | 51,761 | $889K | Reduce -7.2% |
| XLE SS Energy Select Sector | 0.27% | 16,716 | $888K | No change |
| GSK GSK PLC-Spon ADR | 0.27% | 16,632 | $872K | No change |
| HUBB Hubbell Inc. | 0.27% | 1,658 | $867K | Reduce -0.1% |
| NFLX Netflix Inc. | 0.27% | 12,112 | $865K | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.26% | 8,287 | $861K | No change |
| TER Teradyne Inc. | 0.26% | 1,777 | $860K | Reduce -23.8% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.26% | 8,075 | $848K | Reduce -2.4% |
| KMB Kimberly-Clark Corp. | 0.26% | 7,697 | $845K | Reduce -12.9% |
| UPS United Parcel Service Class B | 0.26% | 7,836 | $842K | Add +5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 9,708 | $836K | No change |
| UNP Union Pacific Corp. | 0.25% | 3,014 | $820K | Reduce -3.5% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 3,730 | $818K | No change |
| CWEN Clearway Energy Inc. Class C | 0.25% | 23,791 | $813K | New |
| NGG National Grid PLC-SP ADR | 0.25% | 9,733 | $807K | Add +1.2% |
| RIO Rio Tinto PLC-Spon ADR | 0.25% | 8,495 | $806K | Reduce -3.0% |
| BBY Best Buy Co. Inc. | 0.24% | 10,496 | $796K | Reduce -2.4% |
| MAR Marriott International Class A | 0.24% | 2,145 | $795K | Reduce -16.3% |
| AMBP Ardagh Metal Packaging SA | 0.24% | 166,985 | $792K | Add +2.1% |
| TTE Totalenergies SE | 0.24% | 10,112 | $786K | Reduce -0.4% |
| RTX RTX Corp. | 0.24% | 4,119 | $781K | Reduce -0.6% |
| VGT Vanguard Info Tech ETF | 0.23% | 6,400 | $765K | No change |
| AMT American Tower Corp. | 0.23% | 4,629 | $757K | Add +56.4% |
| FTAI Ftai Aviation Ltd. | 0.23% | 2,784 | $753K | Reduce -8.4% |
| SYK Stryker Corp. | 0.23% | 2,381 | $750K | Reduce -0.3% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.23% | 31,695 | $747K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.23% | 28,031 | $744K | Reduce -0.4% |
| ETD Ethan Allen Interiors Inc. | 0.23% | 33,309 | $744K | Reduce -0.2% |
| SYY Sysco Corp. | 0.23% | 8,863 | $741K | Reduce -6.4% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 4,991 | $740K | No change |
| ITW Illinois Tool Works | 0.23% | 2,718 | $735K | Add +0.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.23% | 3,202 | $735K | Reduce -0.4% |
| HON Honeywell International Inc. | 0.22% | 3,185 | $729K | Reduce -0.8% |
| NOC Northrop Grumman Corp. | 0.22% | 1,430 | $728K | No change |
| SCHW Schwab (charles) Corp. | 0.22% | 7,707 | $711K | Add +0.0% |
| HONA Honeywell Aerospace Inc. | 0.22% | 3,185 | $702K | Reduce -0.8% |
| VTR Ventas Inc. | 0.22% | 7,903 | $702K | Reduce -0.3% |
| PSX Phillips 66 | 0.21% | 4,144 | $701K | Reduce -1.0% |
| FLEX Flex Ltd. | 0.21% | 4,182 | $678K | Add +0.5% |
| DFEM Dimensional Emrg MRKT Core | 0.21% | 16,635 | $676K | Add +7.6% |
| MTRN Materion Corp. | 0.21% | 2,260 | $672K | Reduce -26.8% |
| UNH Unitedhealth Group Inc. | 0.21% | 1,612 | $670K | Add +1.8% |
| CRM Salesforce Inc. | 0.20% | 4,256 | $667K | Reduce -3.6% |
| PFF iShares Preferred & Income S | 0.20% | 21,685 | $661K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.20% | 6,706 | $659K | Add +0.7% |
| KKR KKR & Co. Inc. | 0.20% | 6,989 | $641K | Reduce -2.8% |
| VRT Vertiv Holdings Co. Class A | 0.20% | 1,911 | $640K | Add +0.7% |
| AUB Atlantic Union Bankshares Co. | 0.19% | 14,719 | $623K | No change |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.19% | 22,970 | $623K | Add +1.4% |
| TSLA Tesla Inc. | 0.19% | 1,469 | $618K | No change |
| CLX Clorox Company | 0.19% | 6,438 | $614K | Add +0.6% |
| KVUE Kenvue Inc. | 0.19% | 31,753 | $607K | New |
| WU Western Union Co. | 0.19% | 78,410 | $604K | Add +2.3% |
| TRGP Targa Resources Corp. | 0.18% | 2,248 | $603K | No change |
| IWF iShares Russell 1000 Growth | 0.18% | 4,836 | $600K | No change |
| MRK Merck & Co. Inc. | 0.18% | 4,618 | $593K | Add +3.9% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 3,612 | $566K | Reduce -10.8% |
| UBER Uber Technologies Inc. | 0.17% | 7,656 | $552K | Reduce -9.4% |
| AEP American Electric Power | 0.17% | 4,033 | $552K | No change |
| DE Deere & Co. | 0.17% | 868 | $551K | No change |
| LH Labcorp Holdings Inc. | 0.17% | 1,954 | $547K | No change |
| SHEL Shell PLC-ADR | 0.17% | 7,018 | $544K | Add +1.2% |
| WSO Watsco Inc. | 0.17% | 1,300 | $542K | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 0.16% | 526 | $532K | Add +5.0% |
| CTVA Corteva Inc. | 0.16% | 6,148 | $521K | Reduce -1.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 1,089 | $520K | Reduce -4.1% |
| URI United Rentals Inc. | 0.16% | 446 | $506K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.15% | 2,827 | $505K | Reduce -9.3% |
| MDY State Street SPDR S&P Midcap | 0.15% | 707 | $497K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 2,094 | $495K | No change |
| XPO Xpo Inc. | 0.15% | 2,385 | $490K | Reduce -23.9% |
| AMAT Applied Materials Inc. | 0.15% | 677 | $489K | No change |
| CP Canadian Pacific Kansas City | 0.15% | 5,542 | $480K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 4,335 | $478K | No change |
| C Citigroup Inc. | 0.15% | 3,403 | $476K | Reduce -2.5% |
| CSX CSX Corp. | 0.15% | 10,001 | $475K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,219 | $472K | Add +23.8% |
| LMT Lockheed Martin Corp. | 0.14% | 925 | $471K | No change |
| ADI Analog Devices Inc. | 0.14% | 1,173 | $466K | Add +0.3% |
| RPG Invesco S&P 500 Pure Growth | 0.14% | 7,272 | $464K | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.14% | 1,167 | $464K | Reduce -0.3% |
| AMGN Amgen Inc. | 0.14% | 1,278 | $463K | Reduce -3.4% |
| KMI Kinder Morgan Inc. | 0.14% | 14,474 | $463K | Reduce -1.5% |
| Q Qnity Electronics Inc. | 0.14% | 2,741 | $448K | Add +0.1% |
| BA The Boeing Co. | 0.13% | 2,019 | $437K | No change |
| MDT Medtronic PLC | 0.13% | 5,474 | $428K | Reduce -13.1% |
| BASV Brown Advisory SV ETF | 0.13% | 13,843 | $427K | No change |
| ADP Automatic Data Processing | 0.13% | 1,896 | $425K | Add +3.8% |
| SRE Sempra | 0.13% | 4,499 | $417K | No change |
| PEY Invesco High Yield Equity Di | 0.13% | 17,849 | $414K | No change |
| CSL Carlisle Cos Inc. | 0.13% | 1,133 | $411K | Reduce -6.2% |
| HASI Ha Sustainable Infrastructur | 0.13% | 10,500 | $410K | Reduce -4.1% |
| GXO Gxo Logistics Inc. | 0.12% | 8,027 | $407K | Add +0.4% |
| LHX L3HARRIS Technologies Inc. | 0.12% | 1,387 | $403K | No change |
| ENB Enbridge Inc. | 0.12% | 7,308 | $396K | Add +24.9% |
| PPG PPG Industries Inc. | 0.12% | 3,260 | $395K | Add +6.3% |
| SCHG Schwab US Large-Cap Growth | 0.12% | 11,670 | $395K | No change |
| SMMD iShares Russell 2500 ETF | 0.12% | 4,265 | $391K | New |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 11,645 | $388K | Reduce -51.6% |
| G Genpact Ltd. | 0.12% | 13,752 | $378K | Add +0.3% |
| BN Brookfield Corp. | 0.11% | 8,685 | $370K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.11% | 4,262 | $367K | Add +31.4% |
| FICO Fair Isaac Corp. | 0.11% | 305 | $364K | No change |
| SNDK Sandisk Corp. | 0.11% | 159 | $362K | New |
| APTV Aptiv PLC | 0.11% | 5,803 | $356K | Reduce -0.2% |
| MS Morgan Stanley | 0.11% | 1,683 | $352K | Reduce -3.2% |
| TRIP Tripadvisor Inc. | 0.11% | 25,255 | $346K | Reduce -0.3% |
| CARR Carrier Global Corp. | 0.11% | 4,715 | $346K | Add +6.0% |
| COP Conocophillips | 0.10% | 3,288 | $342K | Reduce -0.0% |
| DKS Dick's Sporting Goods Inc. | 0.10% | 1,500 | $340K | Reduce -0.3% |
| NEM Newmont Corp. | 0.10% | 3,627 | $339K | Reduce -1.6% |
| CEG Constellation Energy | 0.10% | 1,352 | $336K | Reduce -2.2% |
| HEI Heico Corp. | 0.10% | 942 | $336K | No change |
| WDC Western Digital Corp. | 0.10% | 523 | $334K | New |
| AME Ametek Inc. | 0.10% | 1,371 | $332K | No change |
| REGN Regeneron Pharmaceuticals | 0.10% | 531 | $331K | Add +4.7% |
| EMR Emerson Electric Co. | 0.10% | 2,292 | $328K | Add +0.0% |
| IUSV iShares Core S&P U.S. Value | 0.10% | 2,973 | $327K | Add +8.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.10% | 7,024 | $327K | Add +40.2% |
| INTU Intuit Inc. | 0.10% | 1,241 | $324K | Reduce -4.2% |
| NXT Nextpower Inc. | 0.10% | 2,638 | $314K | Reduce -3.3% |
| FWONK Liberty Media Corp. Class C | 0.10% | 3,296 | $314K | No change |
| DUK Duke Energy Corp. | 0.10% | 2,466 | $312K | Add +13.8% |
| CASY Casey's General Stores Inc. | 0.09% | 384 | $305K | Reduce -3.5% |
| DOCU Docusign Inc. | 0.09% | 6,814 | $303K | Add +10.3% |
| ESE Esco Technologies Inc. | 0.09% | 862 | $302K | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.09% | 519 | $301K | New |
| WCN Waste Connections Inc. | 0.09% | 1,795 | $299K | Reduce -6.8% |
| EWJ iShares MSCI Japan ETF | 0.09% | 3,180 | $297K | No change |
| FISV Fiserv Inc. | 0.09% | 5,910 | $290K | New |
| SBUX Starbucks Corp. | 0.09% | 2,793 | $285K | No change |
| PAGP Plains GP Holdings LP | 0.09% | 11,630 | $282K | Reduce -1.9% |
| CL Colgate-Palmolive Co. | 0.09% | 3,041 | $279K | Reduce -18.3% |
| VNQ Vanguard Real Estate ETF | 0.08% | 2,837 | $274K | No change |
| LUV Southwest Airlines Co. | 0.08% | 5,145 | $265K | New |
| DFAS Dimensional US Small Cap ETF | 0.08% | 3,210 | $264K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 3,264 | $263K | Reduce -65.4% |
| MO Altria Group Inc. | 0.08% | 3,651 | $263K | Add +9.3% |
| IR Ingersoll-Rand Inc. | 0.08% | 3,196 | $262K | No change |
| FANG Diamondback Energy Inc. | 0.08% | 1,444 | $254K | Add +0.1% |
| EG Everest Group Ltd. | 0.08% | 703 | $251K | Add +7.0% |
| DD Dupont DE Nemours Inc. | 0.08% | 1,833 | $249K | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.08% | 3,465 | $247K | New |
| CAG Conagra Brands Inc. | 0.07% | 18,041 | $243K | Reduce -49.5% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 4,173 | $241K | Reduce -1.0% |
| MLM Martin Marietta Materials | 0.07% | 418 | $241K | No change |
| CAT Caterpillar Inc. | 0.07% | 225 | $240K | New |
| VST Vistra Corp. | 0.07% | 1,500 | $238K | Reduce -2.0% |
| APD Air Products & Chemicals Inc. | 0.07% | 807 | $237K | Reduce -3.0% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 1,428 | $226K | No change |
| WTRG Essential Utilities Inc. | 0.07% | 5,803 | $222K | No change |
| BSX Boston Scientific Corp. | 0.07% | 5,183 | $221K | Reduce -51.4% |
| PWR Quanta Services Inc. | 0.07% | 297 | $214K | New |
| DVY iShares Select Dividend ETF | 0.06% | 1,333 | $208K | No change |
| GEV GE Vernova Inc. | 0.06% | 176 | $207K | New |
| HDV iShares Core High Dividend E | 0.06% | 7,469 | $205K | New |
| AMP Ameriprise Financial Inc. | 0.06% | 446 | $205K | Reduce -6.5% |
| ILCG iShares Morningstar Growth E | 0.06% | 1,730 | $202K | New |