| VXUS Vanguard Total Intl Stock | 8.95% | 2,099,141 | $135.9M | Add +155.4% |
| AAPL Apple Inc. | 6.19% | 403,251 | $94.0M | Add +424.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.32% | 1,196,615 | $80.8M | New |
| MSFT Microsoft Corp. | 4.33% | 152,749 | $65.7M | Add +358.9% |
| SPAB SS SPDR P Agg Bond ETF | 3.95% | 2,296,401 | $60.0M | Add +501.4% |
| GOOGL Alphabet Inc. Class A | 2.50% | 228,705 | $37.9M | Add +289.9% |
| META Meta Platforms Inc. Class A | 2.43% | 64,526 | $36.9M | Add +239.8% |
| AMZN Amazon.com Inc. | 2.38% | 194,145 | $36.2M | Add +274.0% |
| BLK BlackRock Finance Inc. | 1.91% | 30,478 | $28.9M | Add +274.0% |
| TMO Thermo Fisher Scientific Inc. | 1.84% | 45,186 | $28.0M | Add +302.6% |
| NEE Nextera Energy Inc. | 1.74% | 312,969 | $26.5M | Add +207.2% |
| AVGO Broadcom Inc. | 1.65% | 145,389 | $25.1M | Add +286.4% |
| VOO Vanguard S&P 500 ETF | 1.64% | 47,062 | $24.8M | Add +1.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.61% | 517,593 | $24.4M | New |
| XLE SS Energy Select Sector | 1.60% | 276,856 | $24.3M | Add +188.8% |
| V Visa Inc. Class A | 1.50% | 82,853 | $22.8M | Add +286.2% |
| CRM Salesforce Inc. | 1.40% | 77,382 | $21.2M | Add +303.2% |
| AMAT Applied Materials Inc. | 1.35% | 101,054 | $20.4M | Add +227.3% |
| COST Costco Wholesale Corp. | 1.30% | 22,295 | $19.8M | Add +283.5% |
| UNH Unitedhealth Group Inc. | 1.25% | 32,362 | $18.9M | Add +277.8% |
| AMT American Tower Corp. | 1.25% | 81,270 | $18.9M | Add +172.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.24% | 647,677 | $18.8M | New |
| SPGI S&P Global Inc. | 1.12% | 32,993 | $17.0M | Add +225.9% |
| ROP Roper Technologies Inc. | 1.11% | 30,276 | $16.8M | Add +202.6% |
| REGN Regeneron Pharmaceuticals | 1.09% | 15,716 | $16.5M | Add +176.1% |
| ZTS Zoetis Inc. | 1.05% | 81,228 | $15.9M | Add +258.6% |
| UVSP Univest Financial Corp. | 0.99% | 531,448 | $15.0M | Add +31.5% |
| SHW The Sherwin-Williams Co. | 0.92% | 36,438 | $13.9M | Add +208.3% |
| AXP American Express Co. | 0.88% | 49,474 | $13.4M | Add +177.4% |
| ACN Accenture PLC Class A | 0.85% | 36,350 | $12.8M | Add +216.0% |
| NKE Nike Inc. Class B | 0.82% | 140,184 | $12.4M | Add +247.7% |
| HON Honeywell International Inc. | 0.79% | 58,107 | $12.0M | Add +201.4% |
| JNJ Johnson & Johnson | 0.79% | 74,093 | $12.0M | Add +39.7% |
| MDLZ Mondelez International Inc. Class A | 0.77% | 158,282 | $11.7M | Add +207.2% |
| SSNC Ss&c Technologies Holdings | 0.73% | 149,877 | $11.1M | Add +141.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.71% | 91,560 | $10.8M | Add +143.8% |
| POOL Pool Corp. | 0.70% | 28,018 | $10.6M | Add +196.5% |
| MUB iShares National Muni Bond E | 0.69% | 96,049 | $10.4M | New |
| FDX FedEx Corp. | 0.67% | 37,339 | $10.2M | Add +146.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.63% | 95,177 | $9.5M | Add +137.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.61% | 98,978 | $9.2M | New |
| CRL Charles River Laboratories | 0.60% | 46,516 | $9.2M | Add +186.2% |
| SCHW Schwab (charles) Corp. | 0.59% | 138,078 | $8.9M | Add +158.1% |
| JPM JPMorgan Chase & Co. | 0.57% | 40,883 | $8.6M | Add +442.6% |
| HD Home Depot Inc. | 0.56% | 21,089 | $8.5M | Add +970.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 28,827 | $8.2M | Add +464.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.52% | 172,190 | $7.8M | New |
| TEL Te Connectivity PLC | 0.49% | 49,747 | $7.5M | Add +88.6% |
| LHX L3HARRIS Technologies Inc. | 0.44% | 28,260 | $6.7M | New |
| LMT Lockheed Martin Corp. | 0.42% | 10,798 | $6.3M | Add +979.8% |
| ANET Arista Networks Inc. | 0.40% | 15,996 | $6.1M | Add +1077.9% |
| FTNT Fortinet Inc. | 0.37% | 73,180 | $5.7M | Add +567.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 32,476 | $5.7M | New |
| NVDA Nvidia Corp. | 0.37% | 45,972 | $5.6M | Add +2294.4% |
| AMGN Amgen Inc. | 0.37% | 17,258 | $5.6M | Add +1147.9% |
| NOW ServiceNow Inc. | 0.36% | 6,128 | $5.5M | Add +754.7% |
| ICE Intercontinental Exchange Inc. | 0.35% | 33,411 | $5.4M | Add +649.1% |
| TDG Transdigm Group Inc. | 0.33% | 3,547 | $5.1M | Add +1018.9% |
| MRK Merck & Co. Inc. | 0.33% | 43,802 | $5.0M | Add +381.0% |
| ECL Ecolab Inc. | 0.32% | 18,991 | $4.8M | Add +621.8% |
| ADBE Adobe Inc. | 0.32% | 9,283 | $4.8M | Add +711.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.31% | 57,399 | $4.8M | New |
| URI United Rentals Inc. | 0.31% | 5,720 | $4.6M | Add +530.0% |
| A Agilent Technologies Inc. | 0.30% | 30,945 | $4.6M | Add +7.9% |
| BX Blackstone Inc. | 0.30% | 29,278 | $4.5M | Add +506.7% |
| VEEV Veeva Systems Inc. Class A | 0.29% | 21,082 | $4.4M | Add +1108.1% |
| PEP Pepsico Inc. | 0.29% | 25,875 | $4.4M | Add +700.1% |
| ISRG Intuitive Surgical Inc. | 0.29% | 8,946 | $4.4M | Add +815.7% |
| WMT Walmart Inc. | 0.28% | 53,478 | $4.3M | Add +1126.6% |
| PG The Procter & Gamble Co. | 0.28% | 24,434 | $4.2M | Add +854.8% |
| ULTA Ulta Beauty Inc. | 0.27% | 10,664 | $4.1M | Add +1050.4% |
| MCD McDonald's Corp. | 0.26% | 13,188 | $4.0M | Add +970.5% |
| EQIX Equinix Inc. | 0.26% | 4,413 | $3.9M | New |
| XOM Exxon Mobil Corp. | 0.26% | 33,218 | $3.9M | Add +211.4% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 58,675 | $3.7M | Add +16.1% |
| TD Toronto-Dominion Bank | 0.24% | 57,209 | $3.6M | New |
| LNTH Lantheus Holdings Inc. | 0.24% | 32,576 | $3.6M | Add +489.3% |
| RMD Resmed Inc. | 0.23% | 14,368 | $3.5M | Add +675.4% |
| GOOG Alphabet Inc. Class C | 0.22% | 20,268 | $3.4M | Add +1435.5% |
| MET Metlife Inc. | 0.22% | 41,044 | $3.4M | Add +583.5% |
| ABT Abbott Laboratories | 0.22% | 29,679 | $3.4M | Add +902.7% |
| IVV iShares Core S&P 500 ETF | 0.22% | 5,861 | $3.4M | Add +905.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 5,873 | $3.4M | Add +156.0% |
| MNST Monster Beverage Corp. | 0.22% | 62,826 | $3.3M | Add +801.8% |
| ADSK Autodesk Inc. | 0.21% | 11,782 | $3.2M | Add +681.3% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 27,542 | $3.2M | No change |
| LLY Eli Lilly & Co. | 0.21% | 3,574 | $3.2M | Add +56.1% |
| CSCO Cisco Systems Inc. | 0.21% | 59,207 | $3.2M | Add +879.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 59,751 | $3.1M | New |
| DAR Darling Ingredients Inc. | 0.20% | 79,698 | $3.0M | Add +540.6% |
| SNPS Synopsys Inc. | 0.19% | 5,737 | $2.9M | Add +578.9% |
| LW Lamb Weston Holdings Inc. | 0.19% | 44,159 | $2.9M | Add +986.6% |
| EXLS Exlservice Holdings Inc. | 0.18% | 73,447 | $2.8M | Add +477.0% |
| JNK SS SPDR BB High Yield Bond | 0.17% | 26,823 | $2.6M | New |
| UNP Union Pacific Corp. | 0.17% | 10,613 | $2.6M | Add +164.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 6,680 | $2.6M | New |
| IT Gartner Inc. | 0.17% | 5,042 | $2.6M | Add +546.4% |
| PH Parker Hannifin Corp. | 0.17% | 3,998 | $2.5M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 5,378 | $2.5M | New |
| SWKS Skyworks Solutions Inc. | 0.16% | 24,556 | $2.4M | Reduce -29.3% |
| WM Waste Management Inc. | 0.16% | 11,680 | $2.4M | Add +520.0% |
| CVX Chevron Corp. | 0.16% | 16,383 | $2.4M | Add +288.3% |
| WSO Watsco Inc. | 0.16% | 4,902 | $2.4M | Add +691.9% |
| CME Cme Group Inc. | 0.15% | 10,235 | $2.3M | Add +745.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.15% | 44,882 | $2.3M | Add +719.2% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.15% | 31,280 | $2.3M | New |
| CMCSA Comcast Corp. Class A | 0.14% | 51,930 | $2.2M | Add +514.3% |
| MRSH Marsh & McLennan Cos | 0.14% | 9,302 | $2.1M | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 54,952 | $2.1M | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 12,152 | $2.0M | New |
| MA Mastercard Inc. Class A | 0.13% | 4,060 | $2.0M | New |
| BMY Bristol-Myers Squibb Co. | 0.13% | 38,486 | $2.0M | New |
| XLK SS Technology Select Sector | 0.13% | 8,668 | $2.0M | Add +240.3% |
| MBB iShares MBS ETF | 0.13% | 20,012 | $1.9M | New |
| WEC WEC Energy Group Inc. | 0.12% | 19,617 | $1.9M | Add +557.0% |
| TSLA Tesla Inc. | 0.12% | 7,116 | $1.9M | New |
| CAT Caterpillar Inc. | 0.12% | 4,535 | $1.8M | Add +351.2% |
| DHI D.R. Horton Inc. | 0.12% | 9,205 | $1.8M | Add +467.9% |
| VZ Verizon Communications Inc. | 0.11% | 38,561 | $1.7M | Add +310.9% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.11% | 19,380 | $1.7M | New |
| ADI Analog Devices Inc. | 0.11% | 7,332 | $1.7M | New |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 18,876 | $1.7M | New |
| ABBV Abbvie Inc. | 0.11% | 8,227 | $1.6M | New |
| EFV iShares MSCI Eafe Value ETF | 0.11% | 27,940 | $1.6M | New |
| FLO Flowers Foods Inc. | 0.11% | 69,208 | $1.6M | Add +512.4% |
| CINF Cincinnati Financial Corp. | 0.10% | 11,560 | $1.6M | New |
| EFX Equifax Inc. | 0.10% | 5,250 | $1.5M | No change |
| DFAC Dimensional US Core Equity 2 | 0.10% | 44,081 | $1.5M | New |
| PLD Prologis Inc. | 0.10% | 11,726 | $1.5M | Add +540.1% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.09% | 12,993 | $1.4M | Add +472.6% |
| INTU Intuit Inc. | 0.09% | 2,266 | $1.4M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 2 | $1.4M | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 15,916 | $1.4M | New |
| PFE Pfizer Inc. | 0.09% | 46,646 | $1.3M | Add +358.7% |
| ZBH Zimmer Biomet Holdings Inc. | 0.09% | 11,990 | $1.3M | New |
| INGR Ingredion Inc. | 0.08% | 9,251 | $1.3M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 2,584 | $1.3M | New |
| IDXX Idexx Laboratories Inc. | 0.08% | 2,448 | $1.2M | New |
| FAST Fastenal Co. | 0.08% | 17,048 | $1.2M | New |
| XLP SS Consumer Staples Sel Sect | 0.08% | 14,119 | $1.2M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 12,090 | $1.2M | Add +275.0% |
| NSC Norfolk Southern Corp. | 0.08% | 4,656 | $1.2M | Add +25.9% |
| XLY SS Consumer Disc Select Sect | 0.08% | 5,701 | $1.1M | New |
| LOW Lowe's Cos Inc. | 0.07% | 4,143 | $1.1M | New |
| ETR Entergy Corp. | 0.07% | 8,509 | $1.1M | New |
| SNA Snap-on Inc. | 0.07% | 3,785 | $1.1M | New |
| VRSK Verisk Analytics Inc. | 0.07% | 4,035 | $1.1M | New |
| PNC PNC Financial Services Group | 0.07% | 5,722 | $1.1M | Add +53.5% |
| KO The Coca-Cola Co. | 0.07% | 14,411 | $1.0M | Add +133.1% |
| SBUX Starbucks Corp. | 0.06% | 10,003 | $975K | New |
| CRH CRH PLC | 0.06% | 10,461 | $970K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 4,796 | $963K | New |
| XLC SS Comm Select Sector SPDR | 0.06% | 10,488 | $948K | New |
| XLV SS Health Care Select Sector | 0.06% | 6,045 | $931K | New |
| INCY Incyte Corp. | 0.06% | 13,584 | $898K | Add +53.4% |
| GLW Corning Inc. | 0.06% | 19,843 | $896K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.06% | 16,298 | $891K | New |
| XLF SS Financial Select Sector | 0.06% | 19,475 | $883K | New |
| IYW iShares Ustechnology ETF | 0.06% | 5,741 | $870K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.06% | 7,943 | $855K | New |
| HSY The Hershey Co. | 0.06% | 4,432 | $850K | Add +46.4% |
| SYK Stryker Corp. | 0.06% | 2,308 | $834K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.05% | 12,274 | $831K | New |
| IWF iShares Russell 1000 Growth | 0.05% | 2,110 | $792K | Add +162.8% |
| ROST Ross Stores Inc. | 0.05% | 5,208 | $784K | New |
| PPL PPL Corp. | 0.05% | 23,514 | $778K | Add +110.8% |
| MO Altria Group Inc. | 0.05% | 15,210 | $776K | Add +185.4% |
| LIN Linde PLC | 0.05% | 1,616 | $771K | New |
| AVY Avery Dennison Corp. | 0.05% | 3,462 | $764K | New |
| SPEM State Street SP PTF Em ETF | 0.05% | 18,289 | $755K | New |
| KMI Kinder Morgan Inc. | 0.05% | 34,173 | $755K | Add +198.6% |
| IEMG iShares Core MSCI Emerging | 0.05% | 12,907 | $741K | New |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,517 | $697K | New |
| GPC Genuine Parts Co. | 0.05% | 4,960 | $693K | Add +223.6% |
| IWB iShares Russell 1000 ETF | 0.05% | 2,195 | $690K | New |
| DGRO iShares Core Dividend Growth | 0.05% | 10,925 | $685K | New |
| ORCL Oracle Corp. | 0.04% | 3,998 | $681K | New |
| VEA Vanguard Ftse Developed ETF | 0.04% | 12,833 | $678K | Add +125.7% |
| ORLY O'reilly Automotive Inc. | 0.04% | 583 | $671K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 10,523 | $663K | No change |
| COP Conocophillips | 0.04% | 6,239 | $657K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 8,266 | $645K | New |
| MTCH Match Group Inc. | 0.04% | 16,587 | $628K | Add +53.2% |
| PWR Quanta Services Inc. | 0.04% | 2,090 | $623K | Add +1.9% |
| IWO iShares Russell 2000 Growth | 0.04% | 2,143 | $609K | New |
| WSFS WSFS Financial Corp. | 0.04% | 11,886 | $606K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 4,902 | $575K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 14,002 | $556K | New |
| CDW CDW Corp. | 0.04% | 2,427 | $549K | Add +95.3% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 4,269 | $547K | New |
| PM Philip Morris International | 0.04% | 4,504 | $547K | Add +15.8% |
| VGSH Vanguard Short-Term Treasury | 0.04% | 9,097 | $537K | New |
| RTX RTX Corp. | 0.03% | 4,373 | $530K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.03% | 1,382 | $512K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 6,306 | $506K | New |
| XLI SS Industrial Select Sector | 0.03% | 3,599 | $488K | New |
| VDE Vanguard Energy ETF | 0.03% | 3,920 | $480K | New |
| IAGG iShares Intl Aggregate Bond | 0.03% | 9,172 | $475K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 1,753 | $463K | New |
| PPG PPG Industries Inc. | 0.03% | 3,486 | $462K | No change |
| GE General Electric filed as GE AEROSPACE | 0.03% | 2,421 | $457K | New |
| BA The Boeing Co. | 0.03% | 2,978 | $453K | Add +117.1% |
| PAYX Paychex Inc. | 0.03% | 3,299 | $443K | New |
| STZ Constellation Brands Inc. Class A | 0.03% | 1,717 | $442K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,986 | $439K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,828 | $434K | New |
| VGT Vanguard Info Tech ETF | 0.03% | 724 | $425K | New |
| PSX Phillips 66 | 0.03% | 3,196 | $420K | New |
| CEG Constellation Energy | 0.03% | 1,611 | $419K | New |
| APD Air Products & Chemicals Inc. | 0.03% | 1,401 | $417K | Add +43.4% |
| ITW Illinois Tool Works | 0.03% | 1,585 | $415K | New |
| DE Deere & Co. | 0.03% | 993 | $414K | No change |
| IQLT iShares MSCI International Q | 0.03% | 9,894 | $411K | New |
| GD General Dynamics Corp. | 0.03% | 1,345 | $406K | New |
| CB Chubb Ltd. | 0.03% | 1,405 | $405K | New |
| SO The Southern Co. | 0.03% | 4,490 | $405K | Add +53.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.03% | 1,654 | $403K | New |
| DFAI Dimensional International Co. | 0.03% | 12,578 | $400K | New |
| TRV The Travelers Cos Inc. | 0.03% | 1,695 | $397K | New |
| DFAX Dimensional World Ex US Core | 0.03% | 14,516 | $392K | New |
| DUK Duke Energy Corp. | 0.03% | 3,364 | $388K | New |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 2,149 | $385K | New |
| VNQ Vanguard Real Estate ETF | 0.03% | 3,945 | $384K | New |
| IVW iShares S&P 500 Growth ETF | 0.02% | 3,846 | $368K | New |
| EFA iShares MSCI Eafe ETF | 0.02% | 4,300 | $360K | New |
| WFC Wells Fargo & Co. | 0.02% | 6,093 | $344K | New |
| NFLX Netflix Inc. | 0.02% | 483 | $343K | New |
| VTWO Vanguard Russell 2000 ETF | 0.02% | 3,828 | $342K | New |
| UPS United Parcel Service Class B | 0.02% | 2,479 | $338K | New |
| ITOT iShares Core S&P Total U.S. | 0.02% | 2,680 | $337K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 4,631 | $333K | New |
| EMR Emerson Electric Co. | 0.02% | 3,043 | $333K | New |
| MAR Marriott International Class A | 0.02% | 1,303 | $324K | New |
| ALL Allstate Corp. | 0.02% | 1,682 | $319K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 3,828 | $319K | New |
| CSX CSX Corp. | 0.02% | 8,976 | $310K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 3,776 | $305K | New |
| NUE Nucor Corp. | 0.02% | 2,023 | $304K | New |
| CAH Cardinal Health Inc. | 0.02% | 2,703 | $299K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.02% | 6,236 | $296K | New |
| DOX Amdocs Ltd. | 0.02% | 3,360 | $294K | New |
| AVUV Avantis US Small Cap Value | 0.02% | 2,980 | $286K | New |
| PEG Public Service Enterprise GP | 0.02% | 3,169 | $283K | Reduce -0.2% |
| CTAS Cintas Corp. | 0.02% | 1,360 | $280K | No change |
| TT Trane Technologies PLC | 0.02% | 719 | $280K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 867 | $279K | No change |
| SCHD Schwab US DVD Equity ETF | 0.02% | 3,274 | $277K | New |
| T AT&T Inc. | 0.02% | 12,244 | $269K | Reduce -10.7% |
| ADP Automatic Data Processing | 0.02% | 951 | $263K | New |
| MS Morgan Stanley | 0.02% | 2,463 | $257K | New |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.02% | 1,994 | $256K | No change |
| MDT Medtronic PLC | 0.02% | 2,778 | $250K | New |
| QCOM Qualcomm Inc. | 0.02% | 1,459 | $248K | New |
| VCIT Vanguard Int-Term Corporate | 0.02% | 2,908 | $244K | New |
| COF Capital One Financial Corp. | 0.02% | 1,607 | $241K | New |
| AZO AutoZone Inc. | 0.02% | 75 | $236K | New |
| ELV Elevance Health Inc. | 0.02% | 443 | $230K | New |
| FISV Fiserv Inc. | 0.01% | 1,248 | $224K | New |
| VLO Valero Energy Corp. | 0.01% | 1,643 | $222K | New |
| GS Goldman Sachs Group Inc. | 0.01% | 445 | $220K | New |
| CACI Caci International Inc. Class A | 0.01% | 435 | $219K | New |
| VGLT Vanguard Long-Term Treasury | 0.01% | 3,529 | $217K | New |
| BAH Booz Allen Hamilton Holdings | 0.01% | 1,310 | $213K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 2,709 | $213K | New |
| LNKB Linkbancorp Inc. | 0.01% | 33,083 | $212K | New |
| RPM RPM International Inc. | 0.01% | 1,728 | $209K | New |
| TXN Texas Instruments Inc. | 0.01% | 1,008 | $208K | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.01% | 200 | $208K | New |
| DFAE Dimensional Emerging Core Eq | 0.01% | 7,553 | $207K | New |
| MMM 3M Co. | 0.01% | 1,511 | $207K | New |
| DGX Quest Diagnostics Inc. | 0.01% | 1,329 | $206K | New |
| HOG Harley-Davidson Inc. | 0.01% | 5,348 | $206K | New |
| MDY State Street SPDR S&P Midcap | 0.01% | 361 | $206K | New |
| MCK McKesson Corp. | 0.01% | 405 | $200K | New |
| AWK American Water Works Co. Inc. | 0.01% | 1,368 | $200K | New |
| MTUS Metallus Inc. | 0.01% | 10,000 | $148K | New |
| EU Encore Energy Corp. | 0.01% | 35,200 | $142K | New |
| DNN Denison Mines Corp. | 0.01% | 74,200 | $136K | New |
| NXE Nexgen Energy Ltd. | 0.01% | 16,300 | $106K | New |
| UEC Uranium Energy Corp. | 0.00% | 11,200 | $70K | New |