| AAPL Apple Inc. | 9.28% | 326,546 | $94.5M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 4.40% | 125,233 | $44.8M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 4.31% | 124,270 | $43.9M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 3.71% | 158,540 | $37.8M | Reduce -1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.61% | 426,520 | $36.7M | Reduce -23.9% |
| LRCX Lam Research Corp. | 2.68% | 62,831 | $27.2M | Reduce -6.9% |
| JPM JPMorgan Chase & Co. | 2.63% | 81,693 | $26.7M | Reduce -2.4% |
| MSFT Microsoft Corp. | 2.35% | 64,235 | $24.0M | Add +3.4% |
| IYW iShares Ustechnology ETF | 2.29% | 92,429 | $23.3M | Reduce -3.0% |
| NVDA Nvidia Corp. | 1.91% | 97,049 | $19.4M | Add +26.2% |
| XPO Xpo Inc. | 1.88% | 93,026 | $19.1M | Reduce -2.3% |
| V Visa Inc. Class A | 1.73% | 51,275 | $17.6M | Reduce -1.6% |
| JNJ Johnson & Johnson | 1.69% | 67,646 | $17.2M | Reduce -3.2% |
| VOO Vanguard S&P 500 ETF | 1.66% | 24,537 | $16.9M | Reduce -3.4% |
| DOV Dover Corp. | 1.41% | 64,113 | $14.4M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 1.29% | 25,639 | $13.2M | Reduce -2.0% |
| BNL Broadstone Net Lease Inc. | 1.25% | 614,067 | $12.7M | Reduce -11.0% |
| WMT Walmart Inc. | 1.25% | 111,967 | $12.7M | Reduce -2.6% |
| XLI SS Industrial Select Sector | 1.21% | 66,681 | $12.4M | Reduce -5.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.15% | 76,967 | $11.7M | Add +0.5% |
| DHR Danaher Corp. | 1.14% | 60,824 | $11.6M | Reduce -2.1% |
| XLK SS Technology Select Sector | 1.13% | 60,504 | $11.5M | Reduce -8.1% |
| ISRG Intuitive Surgical Inc. | 1.06% | 27,020 | $10.7M | Reduce -1.2% |
| CAT Caterpillar Inc. | 1.02% | 9,764 | $10.4M | Reduce -1.9% |
| CB Chubb Ltd. | 0.98% | 29,187 | $9.9M | Reduce -1.1% |
| XLF SS Financial Select Sector | 0.96% | 182,551 | $9.8M | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.95% | 19,300 | $9.7M | Reduce -2.1% |
| BA The Boeing Co. | 0.86% | 40,627 | $8.8M | Reduce -0.5% |
| QXO Qxo Inc. | 0.82% | 481,568 | $8.3M | Add +40.5% |
| ADI Analog Devices Inc. | 0.79% | 20,325 | $8.1M | Reduce -3.3% |
| MDLZ Mondelez International Inc. Class A | 0.78% | 137,268 | $7.9M | Reduce -3.7% |
| MRK Merck & Co. Inc. | 0.74% | 58,703 | $7.5M | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 0.73% | 47,069 | $7.4M | Add +1.1% |
| MU Micron Technology Inc. | 0.71% | 6,291 | $7.3M | Add +207.5% |
| YUM Yum! Brands Inc. | 0.69% | 44,122 | $7.1M | Reduce -1.3% |
| IWO iShares Russell 2000 Growth | 0.68% | 17,477 | $6.9M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 13,297 | $6.7M | Reduce -0.3% |
| XLV SS Health Care Select Sector | 0.64% | 41,245 | $6.5M | Reduce -10.6% |
| PEP Pepsico Inc. | 0.63% | 47,584 | $6.4M | Reduce -4.4% |
| SBUX Starbucks Corp. | 0.63% | 62,367 | $6.4M | Reduce -0.6% |
| CVX Chevron Corp. | 0.61% | 37,437 | $6.2M | Reduce -13.6% |
| GEV GE Vernova Inc. | 0.61% | 5,244 | $6.2M | Reduce -2.1% |
| RTX RTX Corp. | 0.57% | 30,453 | $5.8M | Reduce -3.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.54% | 46,349 | $5.4M | Reduce -7.3% |
| COF Capital One Financial Corp. | 0.53% | 26,965 | $5.4M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.49% | 5,312 | $5.0M | Add +1.6% |
| ECL Ecolab Inc. | 0.47% | 17,156 | $4.8M | Reduce -0.8% |
| CL Colgate-Palmolive Co. | 0.47% | 52,069 | $4.8M | Add +0.6% |
| BIV Vanguard Intermediate-Term B | 0.46% | 61,468 | $4.7M | Reduce -3.0% |
| EOG EOG Resources Inc. | 0.46% | 36,045 | $4.7M | Reduce -15.6% |
| CME Cme Group Inc. | 0.45% | 20,797 | $4.6M | Reduce -1.3% |
| HD Home Depot Inc. | 0.45% | 12,956 | $4.6M | Reduce -1.5% |
| ABT Abbott Laboratories | 0.45% | 50,243 | $4.6M | Reduce -5.3% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 30,728 | $4.6M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.45% | 10,952 | $4.6M | Add +5.7% |
| LLY Eli Lilly & Co. | 0.44% | 3,728 | $4.5M | Add +3.7% |
| WFC Wells Fargo & Co. | 0.43% | 53,056 | $4.4M | Reduce -51.1% |
| BLK BlackRock Inc. | 0.43% | 4,553 | $4.4M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 8,456 | $4.0M | Add +1079.4% |
| KO The Coca-Cola Co. | 0.40% | 49,554 | $4.0M | Reduce -0.1% |
| BIP Brookfield Infrastructure Pa | 0.40% | 110,304 | $4.0M | Reduce -14.5% |
| AES AES Corp. | 0.39% | 270,421 | $4.0M | Reduce -5.0% |
| PH Parker Hannifin Corp. | 0.39% | 4,044 | $4.0M | Reduce -2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 12,708 | $3.9M | Reduce -0.1% |
| XLC SS Comm Select Sector SPDR | 0.37% | 35,599 | $3.8M | Reduce -10.5% |
| PG The Procter & Gamble Co. | 0.37% | 25,996 | $3.8M | Reduce -0.9% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 12,615 | $3.7M | Reduce -3.8% |
| MAR Marriott International Class A | 0.35% | 9,600 | $3.6M | Reduce -6.2% |
| LMT Lockheed Martin Corp. | 0.35% | 6,977 | $3.6M | Reduce -2.4% |
| NOW ServiceNow Inc. | 0.34% | 35,152 | $3.5M | Add +51.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.34% | 17,605 | $3.5M | Add +9.7% |
| BAC Bank of America Corp. | 0.33% | 59,168 | $3.4M | Reduce -8.3% |
| PNC PNC Financial Services Group | 0.33% | 13,665 | $3.4M | Add +2.8% |
| XLY SS Consumer Disc Select Sect | 0.33% | 28,654 | $3.4M | Reduce -13.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 39,988 | $3.2M | Reduce -5.3% |
| GNRC Generac Holdings Inc. | 0.32% | 10,982 | $3.2M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.31% | 9,388 | $3.2M | Add +0.7% |
| AVGO Broadcom Inc. | 0.31% | 8,372 | $3.2M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 4,141 | $3.0M | Add +2.4% |
| VGT Vanguard Info Tech ETF | 0.29% | 24,535 | $2.9M | Add +0.5% |
| LH Labcorp Holdings Inc. | 0.29% | 10,428 | $2.9M | Reduce -1.0% |
| BAM Brookfield Asset Mgmt-A | 0.29% | 64,766 | $2.9M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.27% | 4,955 | $2.8M | Reduce -15.3% |
| BX Blackstone Inc. | 0.27% | 23,613 | $2.8M | Reduce -20.4% |
| AVAV Aerovironment Inc. | 0.27% | 16,354 | $2.7M | New |
| ABBV Abbvie Inc. | 0.26% | 10,503 | $2.6M | Reduce -7.7% |
| EPD Enterprise Products Partners | 0.26% | 71,073 | $2.6M | Reduce -24.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 3,448 | $2.6M | Reduce -0.1% |
| BALL Ball Corp. | 0.25% | 41,225 | $2.6M | Add +1.0% |
| UNP Union Pacific Corp. | 0.25% | 9,377 | $2.6M | Reduce -0.3% |
| BN Brookfield Corp. | 0.24% | 57,388 | $2.4M | Reduce -8.0% |
| MCD McDonald's Corp. | 0.23% | 8,815 | $2.4M | Reduce -3.7% |
| IVW iShares S&P 500 Growth ETF | 0.22% | 16,293 | $2.2M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 9,914 | $2.2M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 0.21% | 2,875 | $2.2M | Add +15.3% |
| ORCL Oracle Corp. | 0.21% | 14,442 | $2.1M | Reduce -32.7% |
| TSLA Tesla Inc. | 0.21% | 5,003 | $2.1M | Reduce -5.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 8,402 | $2.0M | Add +13.6% |
| IYC iShares US Consumer Discreti | 0.20% | 19,810 | $2.0M | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 25,348 | $2.0M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.18% | 20,316 | $1.9M | Add +684.7% |
| XLP SS Consumer Staples Sel Sect | 0.18% | 22,402 | $1.9M | Reduce -15.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.18% | 4,989 | $1.8M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.18% | 5,936 | $1.8M | Reduce -29.6% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 60,465 | $1.8M | No change |
| DELL Dell Technologies -C | 0.17% | 3,895 | $1.7M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 4,426 | $1.6M | Reduce -1.4% |
| CHKP Check Point Software Tech | 0.15% | 11,845 | $1.6M | Reduce -14.9% |
| CSCO Cisco Systems Inc. | 0.15% | 12,991 | $1.5M | Reduce -7.8% |
| VIGI Vanguard Int Div App Indx FD | 0.14% | 15,770 | $1.5M | No change |
| AMD Advanced Micro Devices | 0.14% | 2,485 | $1.4M | Add +2.7% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 18,624 | $1.4M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 14,555 | $1.4M | Reduce -2.8% |
| EMR Emerson Electric Co. | 0.13% | 9,298 | $1.3M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.12% | 9,099 | $1.2M | Reduce -17.9% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 21,570 | $1.2M | Add +7.9% |
| AMAT Applied Materials Inc. | 0.12% | 1,699 | $1.2M | Add +1.9% |
| IYJ iShares U.S. Industrials ETF | 0.12% | 7,330 | $1.2M | No change |
| UPS United Parcel Service Class B | 0.12% | 11,308 | $1.2M | Reduce -3.5% |
| GXO Gxo Logistics Inc. | 0.12% | 23,725 | $1.2M | Reduce -3.1% |
| JEPI JPMorgan Equity Premium Inco | 0.12% | 20,876 | $1.2M | Reduce -0.4% |
| IGV iShares Expanded Tech-Softwa | 0.12% | 12,957 | $1.2M | Reduce -6.8% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 3,119 | $1.2M | Reduce -2.0% |
| AKAM Akamai Technologies Inc. | 0.10% | 8,982 | $1.1M | Add +1.7% |
| GS Goldman Sachs Group Inc. | 0.10% | 1,048 | $1.1M | Add +12.4% |
| MDY State Street SPDR S&P Midcap | 0.10% | 1,457 | $1.0M | No change |
| SMH Vaneck Semiconductor ETF | 0.10% | 1,528 | $1.0M | Reduce -38.0% |
| ADP Automatic Data Processing | 0.10% | 4,325 | $969K | Add +3.0% |
| NFLX Netflix Inc. | 0.09% | 13,464 | $961K | Reduce -13.1% |
| SNOW Snowflake Inc. | 0.09% | 3,759 | $957K | Reduce -76.1% |
| MUB iShares National Muni Bond E | 0.09% | 8,594 | $925K | Add +83.0% |
| IYH iShares U.S. Healthcare ETF | 0.09% | 13,625 | $913K | No change |
| KLAC KLA Corp. | 0.09% | 3,005 | $907K | Reduce -7.8% |
| INTC Intel Corp. | 0.09% | 6,434 | $898K | Add +4.6% |
| XLE SS Energy Select Sector | 0.09% | 16,837 | $894K | Reduce -0.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.09% | 7,347 | $875K | No change |
| A Agilent Technologies Inc. | 0.09% | 6,551 | $870K | Add +6.6% |
| LIN Linde PLC | 0.09% | 1,677 | $870K | Reduce -7.3% |
| AXP American Express Co. | 0.09% | 2,569 | $869K | Reduce -6.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 14,139 | $869K | Reduce -3.7% |
| MMM 3M Co. | 0.08% | 5,336 | $864K | Reduce -3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 8,880 | $855K | Reduce -4.3% |
| DPZ Domino's Pizza Inc. | 0.08% | 2,645 | $783K | Reduce -26.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $749K | No change |
| MS Morgan Stanley | 0.07% | 3,570 | $746K | Reduce -0.9% |
| SYK Stryker Corp. | 0.07% | 2,321 | $731K | Reduce -7.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 2,576 | $724K | Add +4.4% |
| CSX CSX Corp. | 0.07% | 14,951 | $711K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.07% | 2,308 | $694K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.07% | 14,886 | $692K | Add +18.1% |
| PFE Pfizer Inc. | 0.07% | 28,412 | $684K | Reduce -1.9% |
| MPC Marathon Petroleum Corp. | 0.07% | 2,669 | $682K | Reduce -2.1% |
| AIG American International Group | 0.07% | 9,155 | $682K | Add +4.8% |
| SCHB Schwab US Broad Market ETF | 0.07% | 23,412 | $678K | No change |
| FDX FedEx Corp. | 0.07% | 2,147 | $672K | Add +3.6% |
| KMI Kinder Morgan Inc. | 0.07% | 20,809 | $665K | Reduce -0.8% |
| CMI Cummins Inc. | 0.07% | 927 | $661K | Add +7.7% |
| SPG Simon Property Group Inc. | 0.06% | 2,922 | $654K | Reduce -6.9% |
| AUB Atlantic Union Bankshares Co. | 0.06% | 15,331 | $649K | Reduce -8.3% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 3,012 | $641K | Reduce -5.5% |
| SCHA Schwab US Small-Cap ETF | 0.06% | 17,409 | $629K | Add +0.0% |
| SO The Southern Co. | 0.06% | 6,479 | $620K | New |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.06% | 5,355 | $600K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 786 | $600K | Add +5.8% |
| C Citigroup Inc. | 0.06% | 4,042 | $566K | Reduce -6.0% |
| FBT First Trust Nyse Arca Biotec | 0.06% | 2,280 | $565K | No change |
| WMB Williams Cos Inc. | 0.06% | 7,583 | $564K | Reduce -19.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.05% | 3,097 | $553K | Reduce -60.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.05% | 11,515 | $540K | Add +10.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 2,237 | $533K | Reduce -7.4% |
| PM Philip Morris International | 0.05% | 2,923 | $529K | Reduce -6.9% |
| IWD iShares Russell 1000 Value E | 0.05% | 2,176 | $528K | No change |
| CPRT Copart Inc. | 0.05% | 18,296 | $516K | Add +4.6% |
| WDC Western Digital Corp. | 0.05% | 798 | $510K | New |
| AB Alliancebernstein Holding LP | 0.05% | 14,466 | $509K | No change |
| MKL Markel Group Inc. | 0.05% | 260 | $508K | Reduce -0.8% |
| SHEL Shell PLC-ADR | 0.05% | 6,528 | $506K | Add +59.6% |
| ET Energy Transfer LP | 0.05% | 26,229 | $501K | No change |
| BNY Bank of New York Mellon Corp. | 0.05% | 3,389 | $490K | Reduce -5.7% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 4,169 | $486K | Reduce -13.2% |
| AAXJ iShares MSCI All Country Asi | 0.05% | 4,020 | $480K | No change |
| IYF iShares US Financials ETF | 0.05% | 3,727 | $475K | No change |
| OKE Oneok Inc. | 0.05% | 5,431 | $472K | Reduce -2.3% |
| REGN Regeneron Pharmaceuticals | 0.05% | 745 | $465K | Add +9.4% |
| COP Conocophillips | 0.05% | 4,419 | $459K | Reduce -29.0% |
| AMGN Amgen Inc. | 0.04% | 1,266 | $458K | Reduce -11.7% |
| GLD SPDR Gold Shares | 0.04% | 1,239 | $456K | Reduce -9.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.04% | 229 | $456K | New |
| ICE Intercontinental Exchange Inc. | 0.04% | 3,676 | $453K | Reduce -11.7% |
| SNDK Sandisk Corp. | 0.04% | 198 | $450K | New |
| TMP Tompkins Financial Corp. | 0.04% | 4,762 | $450K | Add +0.6% |
| APH Amphenol Corp. Class A | 0.04% | 2,529 | $446K | Reduce -12.1% |
| QCOM Qualcomm Inc. | 0.04% | 2,402 | $444K | Reduce -6.6% |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 3,023 | $443K | No change |
| CG The Carlyle Group Inc. | 0.04% | 10,455 | $440K | Reduce -0.7% |
| FTCS First Trust Capital Strength | 0.04% | 4,665 | $438K | No change |
| TXN Texas Instruments Inc. | 0.04% | 1,447 | $431K | Reduce -5.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 859 | $427K | Add +40.4% |
| NEE Nextera Energy Inc. | 0.04% | 4,861 | $427K | Reduce -10.8% |
| IWF iShares Russell 1000 Growth | 0.04% | 3,408 | $423K | No change |
| SOXX iShares Semiconductor ETF | 0.04% | 660 | $423K | No change |
| FE Firstenergy Corp. | 0.04% | 8,886 | $422K | New |
| EGP Eastgroup Properties Inc. | 0.04% | 2,073 | $420K | Reduce -17.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.04% | 8,401 | $403K | Reduce -7.0% |
| SAP Sap SE-Sponsored ADR | 0.04% | 2,600 | $401K | Reduce -0.8% |
| AEP American Electric Power | 0.04% | 2,905 | $397K | Add +23.7% |
| PSX Phillips 66 | 0.04% | 2,345 | $397K | Add +16.4% |
| GLW Corning Inc. | 0.04% | 1,511 | $386K | Reduce -13.6% |
| FCNCA First Citizens Bcshs Class A | 0.04% | 185 | $385K | Reduce -8.0% |
| IYG iShares U.S. Financial Servi | 0.04% | 4,121 | $373K | Reduce -15.4% |
| STX Seagate Technology Holdings | 0.04% | 385 | $372K | New |
| ETN Eaton Corp. PLC | 0.04% | 854 | $364K | Reduce -7.3% |
| MCK McKesson Corp. | 0.04% | 471 | $356K | Reduce -7.5% |
| LDOS Leidos Holdings Inc. | 0.03% | 3,450 | $355K | Reduce -7.1% |
| VIK Viking Holdings Ltd. | 0.03% | 3,341 | $350K | New |
| JCI Johnson Controls Internation | 0.03% | 2,354 | $344K | Add +27.2% |
| FTV Fortive Corp. | 0.03% | 5,621 | $343K | Reduce -5.8% |
| NDAQ Nasdaq Inc. | 0.03% | 4,326 | $341K | Reduce -6.5% |
| FTNT Fortinet Inc. | 0.03% | 2,212 | $340K | New |
| IEMG iShares Core MSCI Emerging | 0.03% | 4,036 | $334K | Reduce -1.1% |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 1,758 | $331K | No change |
| DE Deere & Co. | 0.03% | 518 | $329K | Reduce -12.7% |
| TYL Tyler Technologies Inc. | 0.03% | 1,120 | $328K | Reduce -22.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.03% | 2,000 | $327K | No change |
| PHO Invesco Water Resources ETF | 0.03% | 4,708 | $325K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 2,934 | $324K | No change |
| IGPT Invesco AI and Next Gen Soft | 0.03% | 3,097 | $322K | Reduce -10.8% |
| VZ Verizon Communications Inc. | 0.03% | 7,433 | $315K | Add +2.5% |
| PGR Progressive Corp. | 0.03% | 1,435 | $313K | Reduce -7.5% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,317 | $312K | Add +1.9% |
| IHF iShares U.S. Healthcare Prov | 0.03% | 5,615 | $311K | Reduce -29.8% |
| IOO iShares Global 100 ETF | 0.03% | 2,233 | $305K | No change |
| MO Altria Group Inc. | 0.03% | 4,231 | $304K | Reduce -2.7% |
| TMUS T-Mobile US Inc. | 0.03% | 1,804 | $303K | Reduce -1.3% |
| NSC Norfolk Southern Corp. | 0.03% | 962 | $303K | Add +1.8% |
| IWB iShares Russell 1000 ETF | 0.03% | 739 | $303K | Add +24.4% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 4,122 | $294K | Add +25.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.03% | 2,823 | $293K | No change |
| MC Moelis & Co. Class A | 0.03% | 4,463 | $292K | Reduce -0.7% |
| SCHF Schwab Intl Equity ETF | 0.03% | 10,392 | $288K | Add +0.4% |
| DHI D.R. Horton Inc. | 0.03% | 1,720 | $280K | Add +7.9% |
| TRV The Travelers Cos Inc. | 0.03% | 845 | $279K | New |
| AYI Acuity Inc. | 0.03% | 735 | $277K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.03% | 5,289 | $277K | Add +25.4% |
| ZTS Zoetis Inc. | 0.03% | 3,836 | $276K | Reduce -48.4% |
| IBB iShares Biotechnology ETF | 0.03% | 1,446 | $275K | No change |
| CDNS Cadence Design SYS Inc. | 0.03% | 725 | $272K | New |
| MDT Medtronic PLC | 0.03% | 3,446 | $270K | Reduce -10.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.03% | 1,890 | $269K | Reduce -9.6% |
| ALL Allstate Corp. | 0.03% | 1,122 | $267K | Reduce -30.9% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 2,009 | $266K | No change |
| GD General Dynamics Corp. | 0.03% | 746 | $264K | Add +3.2% |
| DAL Delta Air Lines Inc. | 0.03% | 2,795 | $262K | New |
| ANET Arista Networks Inc. | 0.03% | 1,525 | $259K | New |
| GILD Gilead Sciences Inc. | 0.03% | 2,045 | $258K | Reduce -14.7% |
| HWM Howmet Aerospace Inc. | 0.02% | 944 | $254K | Reduce -18.1% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,618 | $254K | New |
| CVS CVS Health Corp. | 0.02% | 2,428 | $251K | New |
| EFA iShares MSCI Eafe ETF | 0.02% | 2,388 | $248K | Add +12.8% |
| PWR Quanta Services Inc. | 0.02% | 342 | $246K | Reduce -13.6% |
| AMT American Tower Corp. | 0.02% | 1,505 | $246K | New |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,080 | $245K | No change |
| COO The Cooper Cos Inc. | 0.02% | 3,390 | $243K | New |
| BND Vanguard Total Bond Market | 0.02% | 3,297 | $242K | No change |
| SNA Snap-on Inc. | 0.02% | 597 | $240K | Reduce -35.7% |
| XMTR Xometry Inc. Class A | 0.02% | 2,482 | $240K | New |
| PLD Prologis Inc. | 0.02% | 1,766 | $239K | Reduce -12.3% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,551 | $236K | No change |
| LOW Lowe's Cos Inc. | 0.02% | 1,062 | $234K | Reduce -41.1% |
| GM General Motors Co. | 0.02% | 2,883 | $222K | New |
| FNV Franco-Nevada Corp. | 0.02% | 1,065 | $222K | New |
| YUMC Yum China Holdings Inc. | 0.02% | 5,276 | $216K | Reduce -0.2% |
| WELL Welltower Inc. | 0.02% | 949 | $215K | Reduce -15.8% |
| MRSH Marsh & McLennan Cos | 0.02% | 1,283 | $214K | New |
| TT Trane Technologies PLC | 0.02% | 431 | $212K | New |
| USB US Bancorp | 0.02% | 3,469 | $210K | Reduce -17.3% |
| MTZ Mastec Inc. | 0.02% | 495 | $206K | Reduce -31.1% |
| SPGI S&P Global Inc. | 0.02% | 495 | $202K | New |
| PPG PPG Industries Inc. | 0.02% | 1,658 | $201K | New |
| SAN Banco Santander SA-Spon ADR | 0.01% | 10,585 | $146K | New |
| INTZ Intrusion Inc. | 0.00% | 35,150 | $33K | Reduce -77.9% |