| AAPL Apple Inc. | 8.44% | 351,422 | $101.7M | Add +811.1% |
| GOOGL Alphabet Inc. Class A | 4.10% | 138,201 | $49.4M | Add +640.0% |
| GOOG Alphabet Inc. Class C | 3.75% | 127,825 | $45.2M | Add +2170.4% |
| AMZN Amazon.com Inc. | 3.37% | 170,447 | $40.6M | Add +636.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.11% | 435,067 | $37.5M | Add +3678.6% |
| LRCX Lam Research Corp. | 2.55% | 70,828 | $30.7M | Add +614.6% |
| JPM JPMorgan Chase & Co. | 2.37% | 87,436 | $28.6M | Add +803.1% |
| MSFT Microsoft Corp. | 2.27% | 73,296 | $27.3M | Add +340.6% |
| VOO Vanguard S&P 500 ETF | 2.00% | 35,176 | $24.2M | Add +179.4% |
| IYW iShares Ustechnology ETF | 1.96% | 93,853 | $23.7M | Add +4211.1% |
| NVDA Nvidia Corp. | 1.92% | 115,886 | $23.2M | Add +340.4% |
| V Visa Inc. Class A | 1.65% | 58,071 | $19.9M | Add +518.9% |
| XPO Xpo Inc. | 1.58% | 93,059 | $19.1M | New |
| JNJ Johnson & Johnson | 1.57% | 74,443 | $18.9M | Add +621.3% |
| IVV iShares Core S&P 500 ETF | 1.29% | 20,818 | $15.6M | Add +8.0% |
| DOV Dover Corp. | 1.26% | 67,688 | $15.2M | Add +1339.3% |
| WMT Walmart Inc. | 1.20% | 128,117 | $14.5M | Add +457.6% |
| BNL Broadstone Net Lease Inc. | 1.17% | 675,646 | $14.2M | Add +437.9% |
| MA Mastercard Inc. Class A | 1.15% | 26,945 | $13.8M | Add +1452.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.05% | 83,302 | $12.6M | Add +788.1% |
| XLI SS Industrial Select Sector | 1.02% | 66,681 | $12.4M | New |
| DHR Danaher Corp. | 1.00% | 63,242 | $12.1M | Add +1840.5% |
| XLK SS Technology Select Sector | 0.96% | 60,504 | $11.5M | New |
| ISRG Intuitive Surgical Inc. | 0.93% | 28,222 | $11.2M | Add +829.3% |
| XLF SS Financial Select Sector | 0.93% | 207,995 | $11.2M | Add +676.2% |
| CB Chubb Ltd. | 0.90% | 31,906 | $10.9M | Add +838.7% |
| CAT Caterpillar Inc. | 0.88% | 9,969 | $10.6M | Add +1035.4% |
| BA The Boeing Co. | 0.81% | 45,289 | $9.8M | Add +542.9% |
| TMO Thermo Fisher Scientific Inc. | 0.81% | 19,423 | $9.7M | New |
| ADI Analog Devices Inc. | 0.80% | 24,243 | $9.6M | Add +421.2% |
| MU Micron Technology Inc. | 0.74% | 7,725 | $8.9M | New |
| MDLZ Mondelez International Inc. Class A | 0.71% | 147,231 | $8.6M | Add +1094.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.71% | 71,463 | $8.5M | Reduce -5.1% |
| MRK Merck & Co. Inc. | 0.70% | 64,967 | $8.4M | Add +624.9% |
| QXO Qxo Inc. | 0.69% | 482,859 | $8.3M | Add +3102.2% |
| GEV GE Vernova Inc. | 0.63% | 6,464 | $7.6M | Add +300.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 14,962 | $7.5M | Add +423.7% |
| VYM Vanguard High DVD Yield ETF | 0.62% | 47,069 | $7.4M | Add +917.9% |
| YUM Yum! Brands Inc. | 0.59% | 44,229 | $7.1M | New |
| SBUX Starbucks Corp. | 0.58% | 68,372 | $7.0M | Add +823.2% |
| CVX Chevron Corp. | 0.57% | 41,731 | $6.9M | Add +374.6% |
| IWO iShares Russell 2000 Growth | 0.57% | 17,477 | $6.9M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.55% | 68,931 | $6.7M | Add +15.1% |
| XLV SS Health Care Select Sector | 0.54% | 41,392 | $6.6M | New |
| PEP Pepsico Inc. | 0.54% | 48,326 | $6.5M | Add +2200.1% |
| RTX RTX Corp. | 0.54% | 34,298 | $6.5M | Add +471.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 12,348 | $5.9M | Add +190.0% |
| HD Home Depot Inc. | 0.49% | 16,668 | $5.9M | Add +178.7% |
| COST Costco Wholesale Corp. | 0.48% | 6,200 | $5.8M | Add +405.7% |
| COF Capital One Financial Corp. | 0.46% | 27,359 | $5.5M | Add +2355.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.45% | 46,229 | $5.4M | New |
| UNH Unitedhealth Group Inc. | 0.45% | 13,038 | $5.4M | Add +334.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.44% | 101,179 | $5.3M | Reduce -10.1% |
| EOG EOG Resources Inc. | 0.43% | 39,508 | $5.1M | Add +520.1% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 34,530 | $5.1M | Add +518.6% |
| CL Colgate-Palmolive Co. | 0.42% | 55,711 | $5.1M | Add +1931.8% |
| FBND Fidelity Total Bond ETF | 0.42% | 111,623 | $5.1M | Reduce -11.6% |
| LLY Eli Lilly & Co. | 0.42% | 4,225 | $5.1M | Add +643.8% |
| AVGO Broadcom Inc. | 0.41% | 13,217 | $5.0M | Add +37.6% |
| BLK BlackRock Inc. | 0.41% | 5,161 | $5.0M | Add +517.3% |
| CME Cme Group Inc. | 0.41% | 22,134 | $4.9M | Add +861.9% |
| ECL Ecolab Inc. | 0.40% | 17,234 | $4.8M | Add +1147.9% |
| BIV Vanguard Intermediate-Term B | 0.39% | 61,912 | $4.7M | New |
| ABT Abbott Laboratories | 0.38% | 50,475 | $4.6M | New |
| WFC Wells Fargo & Co. | 0.38% | 54,998 | $4.5M | Add +202.7% |
| AES AES Corp. | 0.36% | 299,627 | $4.4M | Add +763.5% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 14,990 | $4.4M | Add +422.7% |
| NOW ServiceNow Inc. | 0.36% | 43,457 | $4.3M | Add +441.0% |
| PG The Procter & Gamble Co. | 0.36% | 29,266 | $4.3M | Add +576.4% |
| KO The Coca-Cola Co. | 0.36% | 52,443 | $4.3M | Add +823.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.35% | 90,577 | $4.3M | Add +5.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.35% | 68,955 | $4.2M | Reduce -5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 5,581 | $4.2M | Add +136.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 13,325 | $4.0M | New |
| BIP Brookfield Infrastructure Pa | 0.33% | 110,304 | $4.0M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 5,455 | $4.0M | Add +174.9% |
| PH Parker Hannifin Corp. | 0.33% | 4,055 | $4.0M | New |
| XLC SS Comm Select Sector SPDR | 0.32% | 35,449 | $3.8M | New |
| PANW Palo Alto Networks Inc. | 0.31% | 10,970 | $3.7M | Add +36.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 10,080 | $3.7M | Add +51.5% |
| GNRC Generac Holdings Inc. | 0.31% | 12,662 | $3.7M | Add +507.0% |
| META Meta Platforms Inc. Class A | 0.31% | 6,553 | $3.7M | Add +145.8% |
| MAR Marriott International Class A | 0.30% | 9,814 | $3.6M | New |
| LMT Lockheed Martin Corp. | 0.30% | 6,990 | $3.6M | New |
| PNC PNC Financial Services Group | 0.29% | 14,164 | $3.5M | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 17,605 | $3.5M | New |
| IEMG iShares Core MSCI Emerging | 0.29% | 41,615 | $3.4M | Reduce -1.6% |
| BAC Bank of America Corp. | 0.29% | 60,412 | $3.4M | New |
| XLY SS Consumer Disc Select Sect | 0.28% | 28,654 | $3.4M | New |
| AGG iShares Core U.S. Aggregate | 0.27% | 33,174 | $3.3M | Reduce -3.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 39,956 | $3.2M | New |
| BAM Brookfield Asset Mgmt-A | 0.26% | 70,059 | $3.1M | Add +775.3% |
| ORCL Oracle Corp. | 0.25% | 20,961 | $3.1M | Add +90.2% |
| VGT Vanguard Info Tech ETF | 0.24% | 24,535 | $2.9M | New |
| LH Labcorp Holdings Inc. | 0.24% | 10,433 | $2.9M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 13,214 | $2.9M | Add +280.5% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 36,745 | $2.8M | Add +72.7% |
| BX Blackstone Inc. | 0.23% | 23,845 | $2.8M | New |
| ABBV Abbvie Inc. | 0.23% | 11,092 | $2.8M | New |
| TSLA Tesla Inc. | 0.23% | 6,613 | $2.8M | Add +96.8% |
| UNP Union Pacific Corp. | 0.23% | 10,013 | $2.7M | New |
| AVAV Aerovironment Inc. | 0.22% | 16,357 | $2.7M | New |
| MCD McDonald's Corp. | 0.22% | 9,976 | $2.7M | Add +379.1% |
| EPD Enterprise Products Partners | 0.22% | 71,073 | $2.6M | New |
| BALL Ball Corp. | 0.21% | 41,225 | $2.6M | New |
| MBB iShares MBS ETF | 0.21% | 27,131 | $2.6M | Reduce -1.0% |
| PWRD TCW Transform Systems ETF | 0.21% | 20,495 | $2.5M | Reduce -20.6% |
| BN Brookfield Corp. | 0.20% | 57,388 | $2.4M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 10,054 | $2.4M | Add +435.6% |
| IVW iShares S&P 500 Growth ETF | 0.20% | 17,372 | $2.4M | New |
| SCHW Schwab (charles) Corp. | 0.19% | 25,260 | $2.3M | Add +11.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 5,650 | $2.1M | New |
| AMD Advanced Micro Devices | 0.17% | 3,525 | $2.0M | New |
| IYC iShares US Consumer Discreti | 0.17% | 19,810 | $2.0M | New |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 25,550 | $2.0M | New |
| XLP SS Consumer Staples Sel Sect | 0.15% | 22,402 | $1.9M | New |
| DGRO iShares Core Dividend Growth | 0.15% | 24,266 | $1.8M | Reduce -3.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 5,936 | $1.8M | New |
| SCHX Schwab US Large-Cap ETF | 0.15% | 60,544 | $1.8M | New |
| DELL Dell Technologies -C | 0.14% | 3,938 | $1.7M | New |
| CHKP Check Point Software Tech | 0.13% | 12,287 | $1.6M | New |
| CSCO Cisco Systems Inc. | 0.13% | 13,739 | $1.6M | New |
| XOM Exxon Mobil Corp. | 0.13% | 11,793 | $1.6M | Add +30.7% |
| FESM Fidelity Enhanced Small Cap | 0.13% | 32,102 | $1.6M | Reduce -5.9% |
| BAI Ishrs AI in and Tech Act ETF | 0.13% | 29,242 | $1.5M | Reduce -42.4% |
| KLAC KLA Corp. | 0.12% | 4,907 | $1.5M | Add +140.5% |
| VIGI Vanguard Int Div App Indx FD | 0.12% | 15,770 | $1.5M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 14,583 | $1.4M | Add +155.7% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 3,712 | $1.4M | Reduce -53.1% |
| AMAT Applied Materials Inc. | 0.11% | 1,916 | $1.4M | New |
| ADP Automatic Data Processing | 0.11% | 6,056 | $1.4M | Add +213.3% |
| EMR Emerson Electric Co. | 0.11% | 9,385 | $1.3M | New |
| JEPI JPMorgan Equity Premium Inco | 0.11% | 23,113 | $1.3M | Add +55.0% |
| BMY Bristol-Myers Squibb Co. | 0.11% | 22,535 | $1.3M | New |
| IYJ iShares U.S. Industrials ETF | 0.10% | 7,330 | $1.2M | New |
| UPS United Parcel Service Class B | 0.10% | 11,312 | $1.2M | New |
| GXO Gxo Logistics Inc. | 0.10% | 23,776 | $1.2M | New |
| GLW Corning Inc. | 0.10% | 4,654 | $1.2M | Add +45.8% |
| IGV iShares Expanded Tech-Softwa | 0.10% | 12,957 | $1.2M | New |
| SPSB SS SPDR P St C Corp. ETF | 0.10% | 38,792 | $1.2M | Add +4.5% |
| NFLX Netflix Inc. | 0.10% | 16,123 | $1.2M | Add +251.0% |
| INTC Intel Corp. | 0.09% | 8,159 | $1.1M | New |
| TLH iShares 10-20 Year Treasury | 0.09% | 11,182 | $1.1M | Reduce -21.6% |
| SYK Stryker Corp. | 0.09% | 3,541 | $1.1M | Reduce -3.2% |
| GS Goldman Sachs Group Inc. | 0.09% | 1,100 | $1.1M | Reduce -46.7% |
| IWF iShares Russell 1000 Growth | 0.09% | 8,586 | $1.1M | Add +47.1% |
| MUB iShares National Muni Bond E | 0.09% | 9,892 | $1.1M | New |
| MMM 3M Co. | 0.09% | 6,559 | $1.1M | New |
| AKAM Akamai Technologies Inc. | 0.09% | 8,970 | $1.1M | New |
| LIN Linde PLC | 0.09% | 2,016 | $1.0M | Reduce -48.4% |
| QCOM Qualcomm Inc. | 0.09% | 5,602 | $1.0M | Add +20.0% |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,457 | $1.0M | New |
| STIP iShares 0-5 Year Tips Bond E | 0.08% | 10,009 | $1.0M | Reduce -4.8% |
| OKE Oneok Inc. | 0.08% | 11,712 | $1.0M | Add +83.9% |
| IWB iShares Russell 1000 ETF | 0.08% | 2,448 | $1.0M | Add +51.8% |
| SMH Vaneck Semiconductor ETF | 0.08% | 1,528 | $1.0M | New |
| SNOW Snowflake Inc. | 0.08% | 3,842 | $978K | Add +6.4% |
| XLE SS Energy Select Sector | 0.08% | 18,237 | $969K | New |
| IWM iShares Russell 2000 ETF | 0.08% | 3,178 | $955K | Add +148.9% |
| IYH iShares U.S. Healthcare ETF | 0.08% | 13,794 | $924K | New |
| NDAQ Nasdaq Inc. | 0.07% | 11,429 | $901K | Add +33.6% |
| AXP American Express Co. | 0.07% | 2,604 | $881K | Add +108.8% |
| A Agilent Technologies Inc. | 0.07% | 6,589 | $877K | New |
| GD General Dynamics Corp. | 0.07% | 2,472 | $876K | Add +8.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.07% | 7,347 | $875K | New |
| TIP iShares Tips Bond ETF | 0.07% | 7,967 | $872K | Reduce -0.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 14,139 | $869K | New |
| TWI Titan International Inc. | 0.07% | 112,477 | $867K | Reduce -0.1% |
| MS Morgan Stanley | 0.07% | 4,066 | $850K | New |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 7,226 | $843K | Add +96.7% |
| GILD Gilead Sciences Inc. | 0.07% | 6,288 | $794K | Add +29.1% |
| HON Honeywell International Inc. | 0.07% | 3,528 | $790K | New |
| MPC Marathon Petroleum Corp. | 0.07% | 3,073 | $786K | New |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 4,166 | $784K | Add +73.0% |
| DPZ Domino's Pizza Inc. | 0.07% | 2,645 | $783K | New |
| HONA Honeywell Aerospace Inc. | 0.06% | 3,529 | $780K | New |
| WDC Western Digital Corp. | 0.06% | 1,176 | $751K | Reduce -28.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $749K | New |
| CSX CSX Corp. | 0.06% | 15,683 | $745K | New |
| PFE Pfizer Inc. | 0.06% | 30,834 | $742K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 2,619 | $736K | New |
| CMI Cummins Inc. | 0.06% | 1,013 | $722K | New |
| FDX FedEx Corp. | 0.06% | 2,287 | $719K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 359 | $715K | Reduce -18.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.06% | 10,496 | $714K | Reduce -54.4% |
| CCJ Cameco Corp. | 0.06% | 6,844 | $708K | New |
| PM Philip Morris International | 0.06% | 3,849 | $702K | New |
| SPG Simon Property Group Inc. | 0.06% | 3,127 | $699K | New |
| C Citigroup Inc. | 0.06% | 4,926 | $689K | New |
| AIG American International Group | 0.06% | 9,148 | $682K | New |
| SCHB Schwab US Broad Market ETF | 0.06% | 23,412 | $678K | New |
| APH Amphenol Corp. Class A | 0.06% | 3,798 | $671K | Reduce -67.1% |
| KMI Kinder Morgan Inc. | 0.06% | 20,947 | $670K | New |
| PWR Quanta Services Inc. | 0.06% | 925 | $666K | Add +49.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 2,854 | $655K | Reduce -27.6% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 3,075 | $654K | New |
| AUB Atlantic Union Bankshares Co. | 0.05% | 15,394 | $651K | New |
| JAVA JPMorgan Active Value ETF | 0.05% | 8,151 | $647K | Reduce -45.1% |
| EFV iShares MSCI Eafe Value ETF | 0.05% | 8,434 | $646K | Reduce -23.0% |
| SO The Southern Co. | 0.05% | 6,731 | $644K | New |
| FLRN SS SPDR BB Ig Float RT ETF | 0.05% | 20,700 | $639K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 2,689 | $636K | Add +72.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 827 | $631K | New |
| SCHA Schwab US Small-Cap ETF | 0.05% | 17,427 | $630K | New |
| SPGI S&P Global Inc. | 0.05% | 1,513 | $616K | Reduce -25.8% |
| COP Conocophillips | 0.05% | 5,815 | $605K | New |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.05% | 5,355 | $600K | New |
| NEE Nextera Energy Inc. | 0.05% | 6,807 | $597K | Add +203.1% |
| RSG Republic Services Inc. | 0.05% | 2,802 | $597K | Reduce -10.5% |
| WMB Williams Cos Inc. | 0.05% | 7,982 | $593K | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.05% | 12,529 | $586K | New |
| IWD iShares Russell 1000 Value E | 0.05% | 2,398 | $581K | New |
| VONE Vanguard Russell 1000 | 0.05% | 1,709 | $579K | Reduce -20.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.05% | 3,232 | $577K | New |
| SNDK Sandisk Corp. | 0.05% | 252 | $573K | New |
| FBT First Trust Nyse Arca Biotec | 0.05% | 2,280 | $565K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 2,348 | $559K | New |
| FBCG Fidelity Blue Chip Grow ETF | 0.05% | 8,979 | $558K | Reduce -53.6% |
| GLD SPDR Gold Shares | 0.05% | 1,498 | $552K | Reduce -25.9% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 2,500 | $549K | Add +8.1% |
| BNY Bank of New York Mellon Corp. | 0.04% | 3,626 | $524K | New |
| ITOT iShares Core S&P Total U.S. | 0.04% | 3,179 | $522K | Reduce -34.3% |
| SAP Sap SE-Sponsored ADR | 0.04% | 3,388 | $522K | New |
| CPRT Copart Inc. | 0.04% | 18,222 | $514K | New |
| AB Alliancebernstein Holding LP | 0.04% | 14,466 | $509K | New |
| MKL Markel Group Inc. | 0.04% | 258 | $504K | New |
| STX Seagate Technology Holdings | 0.04% | 520 | $502K | New |
| ET Energy Transfer LP | 0.04% | 26,229 | $501K | New |
| ARES Ares Management Corp. Class A | 0.04% | 4,482 | $499K | Reduce -8.2% |
| IYG iShares U.S. Financial Servi | 0.04% | 5,467 | $495K | Add +61.6% |
| AMGN Amgen Inc. | 0.04% | 1,334 | $483K | Add +76.0% |
| AAXJ iShares MSCI All Country Asi | 0.04% | 4,020 | $480K | New |
| IYF iShares US Financials ETF | 0.04% | 3,727 | $475K | New |
| TXN Texas Instruments Inc. | 0.04% | 1,561 | $465K | New |
| ICE Intercontinental Exchange Inc. | 0.04% | 3,760 | $463K | New |
| ETN Eaton Corp. PLC | 0.04% | 1,067 | $455K | New |
| PSX Phillips 66 | 0.04% | 2,675 | $452K | New |
| TMP Tompkins Financial Corp. | 0.04% | 4,758 | $450K | New |
| DE Deere & Co. | 0.04% | 707 | $450K | New |
| MRVL Marvell Technology Inc. | 0.04% | 1,497 | $446K | New |
| SHM SS SPDR N Ice St Muni ETF | 0.04% | 9,236 | $443K | New |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 3,023 | $443K | New |
| CG The Carlyle Group Inc. | 0.04% | 10,455 | $440K | New |
| FTCS First Trust Capital Strength | 0.04% | 4,665 | $438K | New |
| IUSV iShares Core S&P U.S. Value | 0.04% | 3,879 | $427K | Add +20.3% |
| EGP Eastgroup Properties Inc. | 0.04% | 2,093 | $427K | New |
| FE Firstenergy Corp. | 0.04% | 8,970 | $426K | New |
| SOXX iShares Semiconductor ETF | 0.04% | 661 | $424K | New |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 3,782 | $417K | Add +67.1% |
| PLD Prologis Inc. | 0.03% | 2,973 | $403K | New |
| GM General Motors Co. | 0.03% | 5,076 | $391K | New |
| MO Altria Group Inc. | 0.03% | 5,319 | $388K | New |
| REGN Regeneron Pharmaceuticals | 0.03% | 619 | $386K | New |
| FCNCA First Citizens Bcshs Class A | 0.03% | 185 | $385K | New |
| TRGP Targa Resources Corp. | 0.03% | 1,423 | $382K | Add +28.0% |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 2,314 | $379K | Add +44.4% |
| MRSH Marsh & McLennan Cos | 0.03% | 2,256 | $376K | New |
| PGR Progressive Corp. | 0.03% | 1,696 | $370K | New |
| MDT Medtronic PLC | 0.03% | 4,685 | $368K | Add +93.8% |
| FTNT Fortinet Inc. | 0.03% | 2,376 | $365K | New |
| MCK McKesson Corp. | 0.03% | 480 | $363K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.03% | 3,789 | $362K | No change |
| LDOS Leidos Holdings Inc. | 0.03% | 3,490 | $359K | New |
| EMGF iShares Emerging Markets Equ | 0.03% | 4,854 | $356K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 706 | $351K | New |
| JCI Johnson Controls Internation | 0.03% | 2,391 | $350K | Add +6.1% |
| FTV Fortive Corp. | 0.03% | 5,699 | $349K | New |
| VIK Viking Holdings Ltd. | 0.03% | 3,303 | $346K | New |
| VZ Verizon Communications Inc. | 0.03% | 8,126 | $344K | New |
| AEP American Electric Power | 0.03% | 2,492 | $341K | New |
| NSC Norfolk Southern Corp. | 0.03% | 1,063 | $334K | New |
| SHEL Shell PLC-ADR | 0.03% | 4,255 | $330K | New |
| TYL Tyler Technologies Inc. | 0.03% | 1,128 | $330K | New |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.03% | 2,000 | $327K | New |
| ABFL Abacus FCF Leaders ETF | 0.03% | 3,804 | $327K | Reduce -54.6% |
| STE Steris PLC | 0.03% | 1,545 | $325K | Reduce -7.2% |
| PHO Invesco Water Resources ETF | 0.03% | 4,708 | $325K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 6,771 | $325K | Reduce -20.1% |
| IGPT Invesco AI and Next Gen Soft | 0.03% | 3,097 | $322K | New |
| TMUS T-Mobile US Inc. | 0.03% | 1,909 | $320K | New |
| TRV The Travelers Cos Inc. | 0.03% | 953 | $315K | New |
| DHI D.R. Horton Inc. | 0.03% | 1,919 | $313K | New |
| ANET Arista Networks Inc. | 0.03% | 1,837 | $312K | Reduce -59.8% |
| IHF iShares U.S. Healthcare Prov | 0.03% | 5,615 | $311K | New |
| IOO iShares Global 100 ETF | 0.03% | 2,233 | $305K | New |
| EFA iShares MSCI Eafe ETF | 0.03% | 2,927 | $304K | New |
| IXUS iShares Core Intl Stock ETF | 0.02% | 3,141 | $300K | No change |
| IWV iShares Russell 3000 ETF | 0.02% | 694 | $296K | Add +7.9% |
| VEA Vanguard Ftse Developed ETF | 0.02% | 4,122 | $294K | New |
| MOAT Vaneck Morningstar Wide Moat | 0.02% | 2,823 | $293K | New |
| MC Moelis & Co. Class A | 0.02% | 4,458 | $292K | New |
| ALL Allstate Corp. | 0.02% | 1,214 | $291K | New |
| SCHF Schwab Intl Equity ETF | 0.02% | 10,444 | $289K | New |
| LOW Lowe's Cos Inc. | 0.02% | 1,303 | $287K | New |
| IYK iShares US Consumer Staples | 0.02% | 3,914 | $284K | Reduce -8.5% |
| APP AppLovin Corp. Class A | 0.02% | 548 | $282K | Reduce -29.2% |
| CVS CVS Health Corp. | 0.02% | 2,723 | $282K | New |
| ZTS Zoetis Inc. | 0.02% | 3,899 | $280K | New |
| HWM Howmet Aerospace Inc. | 0.02% | 1,032 | $277K | New |
| IBB iShares Biotechnology ETF | 0.02% | 1,446 | $275K | New |
| DAL Delta Air Lines Inc. | 0.02% | 2,933 | $275K | New |
| AYI Acuity Inc. | 0.02% | 721 | $272K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 2,179 | $271K | Reduce -10.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.02% | 1,890 | $269K | New |
| ABNB Airbnb Inc. Class A | 0.02% | 1,866 | $267K | New |
| WELL Welltower Inc. | 0.02% | 1,171 | $266K | New |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 2,009 | $266K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.02% | 801 | $265K | New |
| BND Vanguard Total Bond Market | 0.02% | 3,561 | $261K | New |
| AMT American Tower Corp. | 0.02% | 1,562 | $258K | New |
| CSTL Castle Biosciences Inc. | 0.02% | 10,796 | $257K | Add +0.2% |
| OEF iShares S&P 100 ETF | 0.02% | 696 | $255K | Reduce -8.7% |
| CEG Constellation Energy | 0.02% | 1,019 | $253K | New |
| IMMX Immix Biopharma Inc. | 0.02% | 24,526 | $253K | No change |
| CTAS Cintas Corp. | 0.02% | 1,473 | $251K | Reduce -17.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 785 | $250K | New |
| USB US Bancorp | 0.02% | 4,043 | $247K | Reduce -18.9% |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,080 | $245K | New |
| COO The Cooper Cos Inc. | 0.02% | 3,390 | $243K | New |
| SNA Snap-on Inc. | 0.02% | 604 | $243K | New |
| XMTR Xometry Inc. Class A | 0.02% | 2,481 | $239K | New |
| EW Edwards Lifesciences Corp. | 0.02% | 2,638 | $239K | Reduce -32.3% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,551 | $236K | New |
| VLO Valero Energy Corp. | 0.02% | 897 | $234K | New |
| WCN Waste Connections Inc. | 0.02% | 1,373 | $229K | New |
| NET Cloudflare Inc. Class A | 0.02% | 915 | $224K | New |
| CRM Salesforce Inc. | 0.02% | 1,419 | $223K | New |
| T AT&T Inc. | 0.02% | 10,718 | $222K | New |
| TSCO Tractor Supply Company | 0.02% | 6,885 | $218K | Reduce -14.1% |
| UL Unilever PLC-Sponsored ADR | 0.02% | 3,608 | $217K | Reduce -21.0% |
| YUMC Yum China Holdings Inc. | 0.02% | 5,276 | $216K | New |
| TT Trane Technologies PLC | 0.02% | 438 | $215K | Reduce -76.5% |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 6,463 | $215K | Add +2.7% |
| MTZ Mastec Inc. | 0.02% | 500 | $208K | New |
| AON Aon PLC Class A | 0.02% | 626 | $208K | New |
| STT State Street Corp. | 0.02% | 1,207 | $205K | New |
| IAU iShares Gold Trust | 0.02% | 2,705 | $204K | New |
| NEM Newmont Corp. | 0.02% | 2,180 | $204K | New |
| UBER Uber Technologies Inc. | 0.02% | 2,821 | $204K | Reduce -43.6% |
| EQIX Equinix Inc. | 0.02% | 194 | $202K | New |
| FIX Comfort Systems USA Inc. | 0.02% | 102 | $202K | New |
| EBAY eBay Inc. | 0.02% | 1,803 | $201K | New |
| PPG PPG Industries Inc. | 0.02% | 1,659 | $201K | New |
| IQV Iqvia Holdings Inc. | 0.02% | 1,036 | $200K | New |
| ARCT Arcturus Therapeutics Holdin | 0.02% | 28,186 | $189K | Add +0.4% |
| GOOD Gladstone Commercial Corp. | 0.01% | 13,672 | $168K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 10,548 | $147K | New |
| IAUX I-80 Gold Corp. | 0.01% | 60,307 | $87K | No change |
| INTZ Intrusion Inc. | 0.00% | 35,150 | $33K | New |
| EU Encore Energy Corp. | 0.00% | 17,773 | $23K | Reduce -0.3% |
| CALC Calcimedica Inc. | 0.00% | 15,119 | $16K | No change |