| AAPL Apple Inc. | 4.77% | 537,097 | $146.0M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.47% | 200,729 | $136.9M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 4.15% | 405,442 | $126.9M | Reduce -1.9% |
| AVGO Broadcom Inc. | 4.13% | 365,456 | $126.5M | Reduce -3.2% |
| VOO Vanguard S&P 500 ETF | 3.47% | 169,390 | $106.2M | Add +1.6% |
| NVDA Nvidia Corp. | 3.32% | 545,263 | $101.7M | Reduce -4.2% |
| MSFT Microsoft Corp. | 3.16% | 199,676 | $96.6M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 3.05% | 404,597 | $93.4M | Reduce -1.1% |
| IWR iShares Russell Mid-Cap ETF | 2.88% | 914,786 | $88.1M | Reduce -1.5% |
| IWM iShares Russell 2000 ETF | 2.53% | 315,052 | $77.6M | Reduce -1.4% |
| V Visa Inc. Class A | 2.50% | 217,761 | $76.4M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 2.46% | 233,482 | $75.2M | Add +1.5% |
| IWB iShares Russell 1000 ETF | 2.37% | 193,808 | $72.4M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 1.78% | 93,758 | $54.3M | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 1.69% | 85,815 | $51.8M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 1.64% | 75,994 | $50.2M | Reduce -1.0% |
| HD Home Depot Inc. | 1.30% | 115,717 | $39.8M | Reduce -0.4% |
| PANW Palo Alto Networks Inc. | 1.17% | 193,692 | $35.7M | Reduce -1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.14% | 227,991 | $35.0M | Reduce -0.9% |
| RTX RTX Corp. | 1.12% | 186,287 | $34.2M | Reduce -1.2% |
| KLAC KLA Corp. | 1.09% | 27,489 | $33.4M | Add +0.5% |
| WMT Walmart Inc. | 1.03% | 283,996 | $31.6M | Reduce -1.3% |
| VYM Vanguard High DVD Yield ETF | 1.02% | 218,515 | $31.4M | Add +0.9% |
| WAB Wabtec Corp. | 0.95% | 136,586 | $29.2M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.87% | 331,954 | $26.6M | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.87% | 296,877 | $26.6M | Add +0.1% |
| BLK BlackRock Inc. | 0.86% | 24,590 | $26.3M | Reduce -1.0% |
| ADI Analog Devices Inc. | 0.84% | 94,617 | $25.7M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.79% | 42,925 | $24.3M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.79% | 27,895 | $24.1M | Reduce -2.0% |
| PWR Quanta Services Inc. | 0.77% | 55,713 | $23.5M | Reduce -1.1% |
| BKNG Booking Holdings Inc. | 0.74% | 4,217 | $22.6M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.73% | 107,445 | $22.2M | Reduce -13.8% |
| SPGI S&P Global Inc. | 0.71% | 41,858 | $21.9M | Reduce -0.3% |
| UBER Uber Technologies Inc. | 0.71% | 266,300 | $21.8M | Reduce -0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.69% | 19,787 | $21.2M | Reduce -0.8% |
| IQV Iqvia Holdings Inc. | 0.69% | 93,694 | $21.1M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 0.68% | 315,902 | $20.8M | Add +12.0% |
| IEMG iShares Core MSCI Emerging | 0.68% | 308,580 | $20.7M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.68% | 19,294 | $20.7M | Add +2.6% |
| ACN Accenture PLC Class A | 0.67% | 76,739 | $20.6M | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 0.66% | 168,744 | $20.3M | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 56,869 | $19.1M | Add +0.1% |
| MRSH Marsh & McLennan Cos | 0.62% | 102,598 | $19.0M | Reduce -0.1% |
| SYK Stryker Corp. | 0.62% | 53,598 | $18.8M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.61% | 70,538 | $18.7M | Reduce -0.6% |
| BX Blackstone Inc. | 0.61% | 120,412 | $18.6M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.60% | 71,950 | $18.5M | Reduce -1.2% |
| GVI iShares Intermediate Governm | 0.57% | 161,515 | $17.3M | Add +4.5% |
| CSCO Cisco Systems Inc. | 0.57% | 224,877 | $17.3M | Reduce -1.0% |
| ABT Abbott Laboratories | 0.56% | 137,509 | $17.2M | Reduce -0.0% |
| LYV Live Nation Entertainment Inc. | 0.56% | 119,625 | $17.0M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.56% | 170,183 | $17.0M | Add +1.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 22 | $16.6M | Add +10.0% |
| GLW Corning Inc. | 0.54% | 188,221 | $16.5M | Reduce -1.2% |
| VRSK Verisk Analytics Inc. | 0.54% | 73,301 | $16.4M | Reduce -0.4% |
| EQIX Equinix Inc. | 0.53% | 21,347 | $16.4M | Reduce -0.5% |
| CB Chubb Ltd. | 0.53% | 51,617 | $16.1M | Reduce -0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.52% | 71,815 | $15.8M | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 275,841 | $15.2M | Add +6.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 132,533 | $15.1M | Reduce -1.1% |
| HON Honeywell International Inc. | 0.49% | 76,838 | $15.0M | Reduce -1.1% |
| J Jacobs Solutions Inc. | 0.49% | 113,158 | $15.0M | Reduce -0.5% |
| LMT Lockheed Martin Corp. | 0.48% | 30,491 | $14.7M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.48% | 102,086 | $14.7M | Reduce -0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.46% | 193,049 | $14.2M | Add +4.8% |
| EME Emcor Group Inc. | 0.45% | 22,356 | $13.7M | Add +8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 26,569 | $13.4M | Add +12.9% |
| ADBE Adobe Inc. | 0.43% | 37,954 | $13.3M | Reduce -2.0% |
| BR Broadridge Financial Solutio | 0.42% | 57,505 | $12.8M | Reduce -0.5% |
| TEL Te Connectivity PLC | 0.41% | 55,699 | $12.7M | Reduce -0.2% |
| WSO Watsco Inc. | 0.40% | 36,096 | $12.2M | Reduce -3.0% |
| MDLZ Mondelez International Inc. Class A | 0.39% | 221,208 | $11.9M | Reduce -5.5% |
| DELL Dell Technologies -C | 0.38% | 93,090 | $11.7M | Add +0.8% |
| WM Waste Management Inc. | 0.38% | 53,314 | $11.7M | Add +0.2% |
| BDX Becton Dickinson and Co. | 0.38% | 60,353 | $11.7M | Reduce -4.6% |
| MCD McDonald's Corp. | 0.38% | 38,091 | $11.6M | Add +1.0% |
| APTV Aptiv PLC | 0.38% | 152,055 | $11.6M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.37% | 79,704 | $11.4M | Reduce -0.8% |
| AMT American Tower Corp. | 0.37% | 64,317 | $11.3M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.35% | 112,113 | $10.8M | Reduce -1.0% |
| HAS Hasbro Inc. | 0.31% | 115,705 | $9.5M | Reduce -0.4% |
| MDT Medtronic PLC | 0.29% | 92,454 | $8.9M | Reduce -1.4% |
| FDX FedEx Corp. | 0.29% | 30,522 | $8.8M | Reduce -1.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 110,174 | $8.8M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.28% | 12,443 | $8.5M | Add +0.6% |
| VZ Verizon Communications Inc. | 0.27% | 200,313 | $8.2M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.26% | 24,910 | $7.8M | Reduce -2.4% |
| PFE Pfizer Inc. | 0.25% | 307,184 | $7.6M | Reduce -3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 26,058 | $7.6M | Reduce -0.7% |
| ELF Elf Beauty Inc. | 0.25% | 98,826 | $7.5M | Reduce -26.7% |
| GXO Gxo Logistics Inc. | 0.24% | 138,504 | $7.3M | Add +2.4% |
| IYF iShares US Financials ETF | 0.24% | 56,428 | $7.3M | Reduce -5.6% |
| XOM Exxon Mobil Corp. | 0.23% | 57,883 | $7.0M | Add +25.8% |
| ZTS Zoetis Inc. | 0.23% | 55,184 | $6.9M | Reduce -24.3% |
| ABBV Abbvie Inc. | 0.23% | 30,298 | $6.9M | Reduce -3.2% |
| XLF SS Financial Select Sector | 0.22% | 123,691 | $6.8M | Add +2.9% |
| CPRT Copart Inc. | 0.20% | 158,907 | $6.2M | Reduce -16.4% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.19% | 88,014 | $5.9M | Add +1.0% |
| FIS Fidelity National Info Serv | 0.19% | 88,049 | $5.9M | Reduce -1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.16% | 15,955 | $5.0M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 19,364 | $5.0M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 16,338 | $4.8M | Add +12.4% |
| AES AES Corp. | 0.14% | 304,599 | $4.4M | Reduce -2.1% |
| CTSH Cognizant Tech Solutions-A | 0.14% | 50,543 | $4.2M | Reduce -2.0% |
| ORCL Oracle Corp. | 0.12% | 19,491 | $3.8M | Reduce -1.2% |
| PYPL PayPal Holdings Inc. | 0.12% | 63,353 | $3.7M | Reduce -63.5% |
| AMGN Amgen Inc. | 0.12% | 11,200 | $3.7M | Reduce -5.1% |
| IWV iShares Russell 3000 ETF | 0.12% | 9,249 | $3.6M | Reduce -1.9% |
| DFUV Dimensional US Marketwide Va | 0.11% | 75,104 | $3.5M | No change |
| CMCSA Comcast Corp. Class A | 0.11% | 116,613 | $3.5M | Reduce -50.2% |
| GD General Dynamics Corp. | 0.10% | 9,417 | $3.2M | Reduce -0.0% |
| DE Deere & Co. | 0.10% | 6,574 | $3.1M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.10% | 29,001 | $3.1M | Reduce -2.9% |
| HEI.A Heico Corp. Class A | 0.09% | 11,428 | $2.9M | No change |
| SRAD Sportradar Group AG-A | 0.09% | 116,630 | $2.8M | New |
| SCHP Schwab U.S. Tips ETF | 0.09% | 98,956 | $2.6M | Add +2.7% |
| XLE SS Energy Select Sector | 0.08% | 57,013 | $2.5M | Reduce -1.7% |
| T AT&T Inc. | 0.08% | 99,129 | $2.5M | Add +10.0% |
| RSP Invesco S&P 500 Equal Weight | 0.08% | 12,794 | $2.5M | Reduce -31.3% |
| ROP Roper Technologies Inc. | 0.08% | 5,497 | $2.4M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.08% | 4,123 | $2.4M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 35,210 | $2.2M | Reduce -2.7% |
| UNP Union Pacific Corp. | 0.07% | 9,295 | $2.2M | Add +0.3% |
| DVY iShares Select Dividend ETF | 0.07% | 14,428 | $2.0M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 10,443 | $2.0M | Reduce -4.3% |
| MS Morgan Stanley | 0.06% | 10,990 | $2.0M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.06% | 26,696 | $1.9M | Reduce -7.3% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 6,032 | $1.9M | Add +0.3% |
| TIP iShares Tips Bond ETF | 0.06% | 15,965 | $1.8M | Reduce -7.0% |
| CVX Chevron Corp. | 0.06% | 11,395 | $1.7M | Reduce -1.3% |
| GLD SPDR Gold Shares | 0.05% | 3,776 | $1.5M | No change |
| CI The Cigna Group | 0.05% | 5,296 | $1.5M | Add +297.0% |
| AXP American Express Co. | 0.05% | 3,936 | $1.5M | Reduce -5.2% |
| BND Vanguard Total Bond Market | 0.05% | 19,050 | $1.4M | No change |
| SYY Sysco Corp. | 0.05% | 19,066 | $1.4M | Reduce -30.4% |
| ORLY O'reilly Automotive Inc. | 0.04% | 15,075 | $1.4M | No change |
| PAYX Paychex Inc. | 0.04% | 12,211 | $1.4M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 23,850 | $1.3M | Reduce -1.7% |
| PNC PNC Financial Services Group | 0.04% | 6,100 | $1.3M | Reduce -0.8% |
| CSX CSX Corp. | 0.04% | 34,032 | $1.2M | Reduce -3.5% |
| ACM Aecom | 0.04% | 12,332 | $1.2M | Reduce -3.8% |
| DFAC Dimensional US Core Equity 2 | 0.04% | 28,438 | $1.1M | No change |
| MA Mastercard Inc. Class A | 0.04% | 1,956 | $1.1M | Add +7.8% |
| GEV GE Vernova Inc. | 0.03% | 1,633 | $1.1M | Add +0.3% |
| DHR Danaher Corp. | 0.03% | 4,571 | $1.0M | Add +0.3% |
| WFC Wells Fargo & Co. | 0.03% | 10,589 | $987K | Reduce -0.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 12,145 | $979K | Add +4.3% |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 4,815 | $956K | No change |
| VNQ Vanguard Real Estate ETF | 0.03% | 10,388 | $919K | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.03% | 3,782 | $912K | Reduce -11.3% |
| CL Colgate-Palmolive Co. | 0.03% | 11,097 | $877K | Reduce -1.9% |
| XLV SS Health Care Select Sector | 0.03% | 5,553 | $860K | Reduce -7.4% |
| XLK SS Technology Select Sector | 0.03% | 5,906 | $850K | Add +0.1% |
| INTC Intel Corp. | 0.03% | 22,975 | $848K | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 15,455 | $834K | Add +3.5% |
| DUK Duke Energy Corp. | 0.03% | 6,867 | $805K | Add +11.3% |
| ED Consolidated Edison Inc. | 0.03% | 8,018 | $796K | Reduce -3.6% |
| BSX Boston Scientific Corp. | 0.03% | 8,278 | $789K | No change |
| GS Goldman Sachs Group Inc. | 0.03% | 897 | $788K | Reduce -0.1% |
| PM Philip Morris International | 0.03% | 4,889 | $784K | Add +0.1% |
| SBUX Starbucks Corp. | 0.02% | 8,932 | $752K | Reduce -2.7% |
| YUM Yum! Brands Inc. | 0.02% | 4,964 | $751K | Reduce -0.0% |
| SMLF iShares US Smallcap Equity F | 0.02% | 9,989 | $748K | Reduce -0.1% |
| COF Capital One Financial Corp. | 0.02% | 3,077 | $746K | Reduce -8.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 1,211 | $744K | No change |
| STT State Street Corp. | 0.02% | 5,736 | $740K | Reduce -3.8% |
| NVR NVR Inc. | 0.02% | 100 | $729K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 6,386 | $727K | No change |
| DFAT Dimensional US Target Value | 0.02% | 11,993 | $714K | No change |
| EXR Extra Space Storage Inc. | 0.02% | 5,225 | $680K | No change |
| FTCS First Trust Capital Strength | 0.02% | 7,300 | $675K | Reduce -33.3% |
| CMI Cummins Inc. | 0.02% | 1,318 | $673K | Add +1.2% |
| AFL Aflac Inc. | 0.02% | 5,903 | $651K | No change |
| SO The Southern Co. | 0.02% | 7,360 | $642K | Reduce -1.9% |
| NOC Northrop Grumman Corp. | 0.02% | 1,100 | $627K | Reduce -0.1% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 4,543 | $626K | Reduce -0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 2,053 | $624K | Reduce -1.7% |
| MCHP Microchip Technology Inc. | 0.02% | 9,763 | $622K | Reduce -0.3% |
| EMR Emerson Electric Co. | 0.02% | 4,633 | $615K | Add +0.4% |
| IAU iShares Gold Trust | 0.02% | 7,510 | $610K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 4,286 | $605K | Reduce -0.7% |
| HIG Hartford Insurance Group Inc. | 0.02% | 4,350 | $599K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.02% | 5,631 | $577K | Reduce -9.5% |
| CARR Carrier Global Corp. | 0.02% | 10,895 | $576K | Reduce -0.5% |
| CVS CVS Health Corp. | 0.02% | 7,251 | $575K | Reduce -5.7% |
| XLI SS Industrial Select Sector | 0.02% | 3,707 | $575K | Reduce -1.1% |
| NSC Norfolk Southern Corp. | 0.02% | 1,954 | $564K | Reduce -1.3% |
| ETN Eaton Corp. PLC | 0.02% | 1,770 | $564K | Add +0.2% |
| MAR Marriott International Class A | 0.02% | 1,788 | $555K | No change |
| TRMB Trimble Inc. | 0.02% | 6,989 | $548K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 1,104 | $539K | Reduce -26.4% |
| SHEL Shell PLC-ADR | 0.02% | 7,100 | $522K | Add +8.8% |
| MMM 3M Co. | 0.02% | 3,238 | $518K | Add +0.3% |
| TD Toronto-Dominion Bank | 0.02% | 5,472 | $515K | Reduce -5.7% |
| KMB Kimberly-Clark Corp. | 0.02% | 4,953 | $500K | No change |
| COP Conocophillips | 0.02% | 5,313 | $497K | Add +0.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.02% | 1,939 | $490K | Add +4.8% |
| TGT Target Corp. | 0.02% | 4,854 | $474K | Reduce -1.7% |
| EEM iShares MSCI Emerging Market | 0.02% | 8,599 | $470K | No change |
| TXT Textron Inc. | 0.02% | 5,391 | $470K | Reduce -8.2% |
| ECL Ecolab Inc. | 0.02% | 1,775 | $466K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 5,586 | $463K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.02% | 10,260 | $462K | No change |
| GLDM SPDR Gold Minishares Trust | 0.01% | 5,343 | $456K | Add +5.3% |
| DFAS Dimensional US Small Cap ETF | 0.01% | 6,410 | $447K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 1,351 | $446K | Reduce -7.8% |
| NKE Nike Inc. Class B | 0.01% | 6,974 | $444K | Reduce -2.2% |
| L Loews Corp. | 0.01% | 4,200 | $442K | No change |
| AER Aercap Holdings NV | 0.01% | 3,000 | $431K | No change |
| AMAT Applied Materials Inc. | 0.01% | 1,677 | $431K | Add +6.3% |
| OMC Omnicom Group | 0.01% | 5,230 | $422K | Reduce -0.9% |
| MO Altria Group Inc. | 0.01% | 7,285 | $420K | Reduce -0.5% |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 4,170 | $415K | No change |
| TRV The Travelers Cos Inc. | 0.01% | 1,419 | $412K | Add +63.3% |
| APD Air Products & Chemicals Inc. | 0.01% | 1,662 | $411K | Reduce -4.8% |
| URI United Rentals Inc. | 0.01% | 499 | $404K | Reduce -6.2% |
| ES Eversource Energy | 0.01% | 5,985 | $403K | No change |
| LHX L3HARRIS Technologies Inc. | 0.01% | 1,340 | $393K | Add +35.2% |
| IWD iShares Russell 1000 Value E | 0.01% | 1,852 | $390K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 4,378 | $382K | Reduce -0.3% |
| AKAM Akamai Technologies Inc. | 0.01% | 4,251 | $371K | Reduce -6.7% |
| GUNR NT Mstar GLBL NR ETF | 0.01% | 7,885 | $362K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 2,173 | $353K | Reduce -1.2% |
| AMD Advanced Micro Devices | 0.01% | 1,610 | $345K | No change |
| RSG Republic Services Inc. | 0.01% | 1,615 | $342K | Reduce -0.1% |
| C Citigroup Inc. | 0.01% | 2,898 | $338K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 3,584 | $337K | Reduce -6.9% |
| ALL Allstate Corp. | 0.01% | 1,617 | $337K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.01% | 7,009 | $336K | Reduce -64.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 734 | $333K | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.01% | 697 | $330K | Reduce -84.7% |
| EFX Equifax Inc. | 0.01% | 1,500 | $325K | No change |
| QCOM Qualcomm Inc. | 0.01% | 1,879 | $321K | Reduce -0.5% |
| UPS United Parcel Service Class B | 0.01% | 3,221 | $319K | Reduce -13.2% |
| KMI Kinder Morgan Inc. | 0.01% | 11,466 | $315K | Reduce -6.0% |
| APO Apollo Global Management Inc. | 0.01% | 2,130 | $308K | Add +23.1% |
| WELL Welltower Inc. | 0.01% | 1,645 | $305K | New |
| FTNT Fortinet Inc. | 0.01% | 3,825 | $304K | No change |
| ENB Enbridge Inc. | 0.01% | 6,286 | $301K | Add +4.7% |
| BLDR Builders Firstsource Inc. | 0.01% | 2,834 | $292K | Reduce -2.3% |
| QQQJ Invesco Nasdaq Next Gen 100 | 0.01% | 7,907 | $291K | No change |
| AXON Axon Enterprise Inc. | 0.01% | 510 | $290K | No change |
| LIN Linde PLC | 0.01% | 663 | $283K | Add +1.1% |
| TT Trane Technologies PLC | 0.01% | 725 | $282K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 3,606 | $280K | Reduce -3.2% |
| HOLX Hologic Inc. | 0.01% | 3,712 | $277K | Reduce -6.7% |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 12,294 | $276K | No change |
| LRCX Lam Research Corp. | 0.01% | 1,597 | $273K | Reduce -4.8% |
| BA The Boeing Co. | 0.01% | 1,249 | $271K | Reduce -36.9% |
| FISV Fiserv Inc. | 0.01% | 4,026 | $270K | Reduce -22.2% |
| SPG Simon Property Group Inc. | 0.01% | 1,454 | $269K | No change |
| TXN Texas Instruments Inc. | 0.01% | 1,529 | $265K | Reduce -18.7% |
| SLF Sun Life Financial Inc. | 0.01% | 4,230 | $264K | Reduce -0.1% |
| AEP American Electric Power | 0.01% | 2,240 | $258K | No change |
| GIS General Mills Inc. | 0.01% | 5,357 | $249K | Reduce -5.0% |
| GEHC GE Healthcare Technology | 0.01% | 3,013 | $247K | No change |
| ABBNY Abb Ltd.-Spon ADR | 0.01% | 3,300 | $247K | No change |
| JPIE JPMorgan Income ETF | 0.01% | 5,324 | $246K | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 0.01% | 420 | $245K | New |
| XNTK SS SPDR Nyse Tech ETF | 0.01% | 875 | $243K | No change |
| PSX Phillips 66 | 0.01% | 1,855 | $239K | Reduce -2.6% |
| MRVL Marvell Technology Inc. | 0.01% | 2,763 | $235K | Reduce -6.3% |
| DGX Quest Diagnostics Inc. | 0.01% | 1,300 | $226K | Reduce -20.4% |
| AWK American Water Works Co. Inc. | 0.01% | 1,675 | $219K | No change |
| TSLA Tesla Inc. | 0.01% | 485 | $218K | Reduce -2.0% |
| EFV iShares MSCI Eafe Value ETF | 0.01% | 3,031 | $216K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 1,205 | $214K | Add +0.7% |
| CASY Casey's General Stores Inc. | 0.01% | 385 | $213K | No change |
| MSI Motorola Solutions Inc. | 0.01% | 550 | $211K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 6,400 | $210K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.01% | 9,362 | $205K | No change |
| IWN iShares Russell 2000 Value E | 0.01% | 1,131 | $205K | New |
| CWI State Street SPDR MSCI Acwi | 0.01% | 5,700 | $205K | New |
| A Agilent Technologies Inc. | 0.01% | 1,481 | $202K | New |
| CEG Constellation Energy | 0.01% | 569 | $201K | New |
| UL Unilever PLC-Sponsored ADR | 0.01% | 3,063 | $200K | No change |