| AAPL Apple Inc. | 4.64% | 540,766 | $137.2M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.36% | 198,452 | $129.1M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 3.89% | 400,075 | $115.0M | Reduce -1.3% |
| AVGO Broadcom Inc. | 3.62% | 346,043 | $107.1M | Reduce -5.3% |
| VOO Vanguard S&P 500 ETF | 3.56% | 176,417 | $105.4M | Add +4.2% |
| NVDA Nvidia Corp. | 3.14% | 532,300 | $92.8M | Reduce -2.4% |
| IWR iShares Russell Mid-Cap ETF | 3.00% | 911,727 | $88.6M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.85% | 404,740 | $84.3M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 2.61% | 311,897 | $77.4M | Reduce -1.0% |
| MSFT Microsoft Corp. | 2.53% | 202,007 | $74.8M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 2.31% | 232,013 | $68.2M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 2.28% | 189,374 | $67.5M | Reduce -2.3% |
| V Visa Inc. Class A | 2.21% | 216,094 | $65.3M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 1.78% | 85,504 | $52.7M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 1.55% | 93,115 | $45.8M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.46% | 75,359 | $43.1M | Reduce -0.8% |
| KLAC KLA Corp. | 1.34% | 26,915 | $39.6M | Reduce -2.1% |
| HD Home Depot Inc. | 1.31% | 118,118 | $38.8M | Add +2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.22% | 225,840 | $36.1M | Reduce -0.9% |
| RTX RTX Corp. | 1.21% | 185,509 | $35.8M | Reduce -0.4% |
| WMT Walmart Inc. | 1.18% | 279,824 | $34.8M | Reduce -1.5% |
| WAB Wabtec Corp. | 1.14% | 135,387 | $33.8M | Reduce -0.9% |
| VYM Vanguard High DVD Yield ETF | 1.12% | 223,260 | $33.1M | Add +2.2% |
| NEE Nextera Energy Inc. | 1.11% | 354,604 | $32.9M | Add +6.8% |
| PANW Palo Alto Networks Inc. | 1.04% | 191,762 | $30.7M | Reduce -1.0% |
| PWR Quanta Services Inc. | 1.03% | 55,571 | $30.5M | Reduce -0.3% |
| ADI Analog Devices Inc. | 1.01% | 93,625 | $29.8M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.97% | 316,599 | $28.7M | Add +6.6% |
| COST Costco Wholesale Corp. | 0.93% | 27,570 | $27.5M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.87% | 105,717 | $25.8M | Reduce -1.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.87% | 19,431 | $25.7M | Reduce -1.8% |
| GLW Corning Inc. | 0.84% | 182,683 | $24.8M | Reduce -2.9% |
| IJH iShares Core S&P Midcap ETF | 0.80% | 350,551 | $23.7M | Add +11.0% |
| BLK BlackRock Inc. | 0.79% | 24,372 | $23.4M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 0.76% | 323,589 | $22.6M | Add +4.9% |
| IJR iShares Core S&P Small-Cap E | 0.71% | 168,547 | $21.0M | Reduce -0.1% |
| EQIX Equinix Inc. | 0.69% | 20,951 | $20.5M | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.66% | 42,550 | $19.6M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.66% | 270,956 | $19.5M | Add +1.8% |
| LYV Live Nation Entertainment Inc. | 0.63% | 121,386 | $18.5M | Add +1.5% |
| MRSH Marsh & McLennan Cos | 0.62% | 105,507 | $18.3M | Add +2.8% |
| DELL Dell Technologies -C | 0.62% | 111,192 | $18.2M | Add +19.4% |
| BKNG Booking Holdings Inc. | 0.61% | 4,317 | $18.2M | Add +2.4% |
| LMT Lockheed Martin Corp. | 0.61% | 30,026 | $18.1M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.61% | 19,653 | $18.1M | Add +1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 56,212 | $18.0M | Reduce -1.2% |
| GVI iShares Intermediate Governm | 0.60% | 167,407 | $17.9M | Add +3.6% |
| SPGI S&P Global Inc. | 0.60% | 41,967 | $17.9M | Add +0.3% |
| SYK Stryker Corp. | 0.60% | 53,744 | $17.7M | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.59% | 224,459 | $17.4M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.59% | 174,604 | $17.3M | Add +2.6% |
| HON Honeywell International Inc. | 0.58% | 75,562 | $17.1M | Reduce -1.7% |
| CB Chubb Ltd. | 0.58% | 52,348 | $17.1M | Add +1.4% |
| EME Emcor Group Inc. | 0.56% | 22,449 | $16.6M | Add +0.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.55% | 216,408 | $16.3M | Add +12.1% |
| ACN Accenture PLC Class A | 0.55% | 81,622 | $16.2M | Add +6.4% |
| PEP Pepsico Inc. | 0.54% | 103,140 | $16.0M | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 0.53% | 73,467 | $15.8M | Add +2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.53% | 22 | $15.8M | No change |
| IQV Iqvia Holdings Inc. | 0.52% | 90,465 | $15.4M | Reduce -3.5% |
| ADP Automatic Data Processing | 0.50% | 73,454 | $14.9M | Add +2.1% |
| J Jacobs Solutions Inc. | 0.49% | 114,482 | $14.6M | Add +1.2% |
| VRSK Verisk Analytics Inc. | 0.48% | 74,420 | $14.1M | Add +1.5% |
| ABT Abbott Laboratories | 0.47% | 136,471 | $14.0M | Reduce -0.8% |
| BX Blackstone Inc. | 0.46% | 117,243 | $13.5M | Reduce -2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 275,504 | $13.4M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 138,844 | $13.4M | Add +4.8% |
| CRM Salesforce Inc. | 0.45% | 71,336 | $13.3M | Add +1.1% |
| WSO Watsco Inc. | 0.45% | 36,319 | $13.2M | Add +0.6% |
| MDLZ Mondelez International Inc. Class A | 0.42% | 217,586 | $12.5M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 25,822 | $12.4M | Reduce -2.8% |
| WM Waste Management Inc. | 0.41% | 52,787 | $12.1M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.40% | 38,253 | $11.9M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.40% | 81,286 | $11.7M | Add +2.0% |
| TEL Te Connectivity PLC | 0.39% | 55,562 | $11.6M | Reduce -0.3% |
| FDX FedEx Corp. | 0.38% | 31,747 | $11.3M | Add +4.0% |
| AMT American Tower Corp. | 0.38% | 64,288 | $11.1M | Reduce -0.1% |
| HAS Hasbro Inc. | 0.37% | 116,770 | $10.9M | Add +0.9% |
| EFA iShares MSCI Eafe ETF | 0.37% | 111,418 | $10.8M | Reduce -0.6% |
| APTV Aptiv PLC | 0.36% | 151,385 | $10.5M | Reduce -0.4% |
| ADBE Adobe Inc. | 0.34% | 41,670 | $10.1M | Add +9.8% |
| VZ Verizon Communications Inc. | 0.34% | 200,271 | $10.1M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.33% | 58,371 | $9.9M | Add +0.8% |
| BR Broadridge Financial Solutio | 0.33% | 60,326 | $9.8M | Add +4.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 110,676 | $8.8M | Add +0.5% |
| BDX Becton Dickinson and Co. | 0.30% | 55,706 | $8.8M | Reduce -7.7% |
| XLF SS Financial Select Sector | 0.29% | 174,848 | $8.6M | Add +41.4% |
| PFE Pfizer Inc. | 0.29% | 301,415 | $8.5M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 0.28% | 12,649 | $8.3M | Add +1.7% |
| MDT Medtronic PLC | 0.27% | 91,177 | $7.9M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 25,925 | $7.4M | Reduce -0.5% |
| ELF Elf Beauty Inc. | 0.25% | 121,598 | $7.4M | Add +23.0% |
| GXO Gxo Logistics Inc. | 0.25% | 140,878 | $7.3M | Add +1.7% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.24% | 99,596 | $7.2M | Add +13.2% |
| GOOG Alphabet Inc. Class C | 0.24% | 25,059 | $7.2M | Add +0.6% |
| ZTS Zoetis Inc. | 0.24% | 59,023 | $7.0M | Add +7.0% |
| ABBV Abbvie Inc. | 0.22% | 29,797 | $6.5M | Reduce -1.6% |
| IYF iShares US Financials ETF | 0.22% | 54,586 | $6.4M | Reduce -3.3% |
| CPRT Copart Inc. | 0.18% | 158,517 | $5.3M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 19,345 | $5.1M | Reduce -0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.16% | 15,778 | $4.7M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.14% | 34,430 | $4.1M | Add +18.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 16,744 | $4.1M | Add +2.5% |
| AMGN Amgen Inc. | 0.13% | 11,245 | $4.0M | Add +0.4% |
| FIS Fidelity National Info Serv | 0.13% | 82,795 | $3.9M | Reduce -6.0% |
| DE Deere & Co. | 0.13% | 6,574 | $3.7M | No change |
| SRAD Sportradar Group AG-A | 0.12% | 217,813 | $3.6M | Add +86.8% |
| DFUV Dimensional US Marketwide Va | 0.12% | 75,104 | $3.6M | No change |
| XLE SS Energy Select Sector | 0.12% | 57,262 | $3.5M | Add +0.4% |
| CMCSA Comcast Corp. Class A | 0.11% | 115,121 | $3.3M | Reduce -1.3% |
| IWV iShares Russell 3000 ETF | 0.11% | 8,637 | $3.2M | Reduce -6.6% |
| ORCL Oracle Corp. | 0.10% | 21,070 | $3.1M | Add +8.1% |
| CTSH Cognizant Tech Solutions-A | 0.10% | 49,041 | $3.0M | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.10% | 4,127 | $2.9M | Add +0.1% |
| T AT&T Inc. | 0.10% | 98,787 | $2.9M | Reduce -0.3% |
| GD General Dynamics Corp. | 0.10% | 8,305 | $2.9M | Reduce -11.8% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 13,587 | $2.6M | Add +6.2% |
| SCHP Schwab U.S. Tips ETF | 0.09% | 97,742 | $2.6M | Reduce -1.2% |
| CVX Chevron Corp. | 0.09% | 12,468 | $2.6M | Add +9.4% |
| HEI.A Heico Corp. Class A | 0.08% | 11,343 | $2.4M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 0.08% | 35,210 | $2.3M | No change |
| UNP Union Pacific Corp. | 0.07% | 9,047 | $2.2M | Reduce -2.7% |
| DVY iShares Select Dividend ETF | 0.07% | 13,969 | $2.1M | Reduce -3.2% |
| KO The Coca-Cola Co. | 0.07% | 27,066 | $2.1M | Add +1.4% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 7,080 | $2.0M | Add +17.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 9,870 | $1.9M | Reduce -5.5% |
| ROP Roper Technologies Inc. | 0.06% | 5,405 | $1.9M | Reduce -1.7% |
| PYPL PayPal Holdings Inc. | 0.06% | 41,461 | $1.9M | Reduce -34.6% |
| AES AES Corp. | 0.06% | 132,033 | $1.9M | Reduce -56.6% |
| MS Morgan Stanley | 0.06% | 10,799 | $1.8M | Reduce -1.7% |
| GLD SPDR Gold Shares | 0.06% | 4,111 | $1.8M | Add +8.9% |
| GEV GE Vernova Inc. | 0.06% | 1,959 | $1.7M | Add +20.0% |
| TIP iShares Tips Bond ETF | 0.05% | 13,225 | $1.5M | Reduce -17.2% |
| BND Vanguard Total Bond Market | 0.05% | 19,050 | $1.4M | No change |
| PNC PNC Financial Services Group | 0.05% | 6,700 | $1.4M | Add +9.8% |
| ORLY O'reilly Automotive Inc. | 0.05% | 15,075 | $1.4M | No change |
| CSX CSX Corp. | 0.05% | 33,316 | $1.4M | Reduce -2.1% |
| SYY Sysco Corp. | 0.04% | 17,573 | $1.3M | Reduce -7.8% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 22,469 | $1.2M | Reduce -5.8% |
| SCHX Schwab US Large-Cap ETF | 0.04% | 46,810 | $1.2M | New |
| AXP American Express Co. | 0.04% | 3,958 | $1.2M | Add +0.6% |
| ACM Aecom | 0.04% | 13,539 | $1.1M | Add +9.8% |
| DFAC Dimensional US Core Equity 2 | 0.04% | 28,438 | $1.1M | No change |
| PAYX Paychex Inc. | 0.04% | 11,723 | $1.1M | Reduce -4.0% |
| CI The Cigna Group | 0.03% | 3,813 | $1.0M | Reduce -28.0% |
| INTC Intel Corp. | 0.03% | 22,888 | $1.0M | Reduce -0.4% |
| SO The Southern Co. | 0.03% | 10,402 | $1.0M | Add +41.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 1,731 | $999K | Add +42.9% |
| CL Colgate-Palmolive Co. | 0.03% | 11,628 | $991K | Add +4.8% |
| VNQ Vanguard Real Estate ETF | 0.03% | 10,667 | $946K | Add +2.7% |
| WFC Wells Fargo & Co. | 0.03% | 11,860 | $944K | Add +12.0% |
| MA Mastercard Inc. Class A | 0.03% | 1,889 | $944K | Reduce -3.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 11,822 | $941K | Reduce -2.7% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 15,273 | $926K | Reduce -1.2% |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 4,815 | $924K | No change |
| AFL Aflac Inc. | 0.03% | 8,282 | $909K | Add +40.3% |
| DUK Duke Energy Corp. | 0.03% | 6,662 | $872K | Reduce -3.0% |
| EFV iShares MSCI Eafe Value ETF | 0.03% | 11,648 | $866K | Add +284.3% |
| ED Consolidated Edison Inc. | 0.03% | 7,621 | $863K | Reduce -5.0% |
| DHR Danaher Corp. | 0.03% | 4,529 | $859K | Reduce -0.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 7,583 | $845K | Add +18.7% |
| GS Goldman Sachs Group Inc. | 0.03% | 983 | $832K | Add +9.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.03% | 16,745 | $809K | New |
| PM Philip Morris International | 0.03% | 4,876 | $806K | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.03% | 8,875 | $795K | Reduce -0.6% |
| STT State Street Corp. | 0.03% | 6,236 | $789K | Add +8.7% |
| NOC Northrop Grumman Corp. | 0.03% | 1,150 | $784K | Add +4.5% |
| XLV SS Health Care Select Sector | 0.03% | 5,329 | $781K | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 0.03% | 3,288 | $777K | Reduce -13.1% |
| YUM Yum! Brands Inc. | 0.03% | 4,961 | $771K | Reduce -0.1% |
| TGT Target Corp. | 0.03% | 6,223 | $754K | Add +28.2% |
| SMLF iShares US Smallcap Equity F | 0.03% | 9,989 | $754K | No change |
| DFAT Dimensional US Target Value | 0.03% | 11,993 | $749K | No change |
| COP Conocophillips | 0.02% | 5,536 | $731K | Add +4.2% |
| CVS CVS Health Corp. | 0.02% | 10,095 | $725K | Add +39.2% |
| ETN Eaton Corp. PLC | 0.02% | 1,993 | $713K | Add +12.6% |
| CMI Cummins Inc. | 0.02% | 1,305 | $702K | Reduce -1.0% |
| EXR Extra Space Storage Inc. | 0.02% | 5,225 | $685K | No change |
| NVS Novartis AG-Sponsored ADR | 0.02% | 4,467 | $682K | Reduce -1.7% |
| CARR Carrier Global Corp. | 0.02% | 12,047 | $678K | Add +10.6% |
| FTCS First Trust Capital Strength | 0.02% | 7,300 | $677K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 1,983 | $670K | Reduce -3.4% |
| NVR NVR Inc. | 0.02% | 100 | $659K | No change |
| EMR Emerson Electric Co. | 0.02% | 5,028 | $659K | Add +8.5% |
| XLK SS Technology Select Sector | 0.02% | 4,918 | $654K | Reduce -16.7% |
| WAT Waters Corp. | 0.02% | 2,110 | $629K | New |
| MCHP Microchip Technology Inc. | 0.02% | 9,635 | $623K | Reduce -1.3% |
| MMM 3M Co. | 0.02% | 4,177 | $607K | Add +29.0% |
| SHEL Shell PLC-ADR | 0.02% | 6,421 | $597K | Reduce -9.6% |
| XLI SS Industrial Select Sector | 0.02% | 3,667 | $593K | Reduce -1.1% |
| HIG Hartford Insurance Group Inc. | 0.02% | 4,350 | $588K | No change |
| MAR Marriott International Class A | 0.02% | 1,788 | $585K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.02% | 5,577 | $577K | Reduce -1.0% |
| IAU iShares Gold Trust | 0.02% | 6,510 | $574K | Reduce -13.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 5,586 | $571K | No change |
| AMAT Applied Materials Inc. | 0.02% | 1,646 | $563K | Reduce -1.9% |
| COF Capital One Financial Corp. | 0.02% | 3,073 | $561K | Reduce -0.1% |
| NSC Norfolk Southern Corp. | 0.02% | 1,917 | $550K | Reduce -1.9% |
| GLDM SPDR Gold Minishares Trust | 0.02% | 5,843 | $542K | Add +9.4% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 3,671 | $535K | Reduce -14.3% |
| MPC Marathon Petroleum Corp. | 0.02% | 2,173 | $531K | No change |
| BSX Boston Scientific Corp. | 0.02% | 8,278 | $519K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.02% | 2,060 | $489K | Add +6.2% |
| HELO JPMorgan Hedged Equity ETF | 0.02% | 7,549 | $482K | New |
| TD Toronto-Dominion Bank | 0.02% | 5,170 | $482K | Reduce -5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 1,104 | $482K | No change |
| MO Altria Group Inc. | 0.02% | 7,271 | $480K | Reduce -0.2% |
| KMB Kimberly-Clark Corp. | 0.02% | 4,937 | $476K | Reduce -0.3% |
| ECL Ecolab Inc. | 0.02% | 1,775 | $472K | No change |
| EEM iShares MSCI Emerging Market | 0.02% | 8,284 | $470K | Reduce -3.7% |
| TXT Textron Inc. | 0.02% | 5,369 | $470K | Reduce -0.4% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 1,339 | $462K | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.02% | 1,584 | $460K | Reduce -4.7% |
| DFAS Dimensional US Small Cap ETF | 0.02% | 6,410 | $456K | No change |
| TRMB Trimble Inc. | 0.02% | 6,989 | $456K | No change |
| L Loews Corp. | 0.02% | 4,200 | $448K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 7,838 | $444K | New |
| UNH Unitedhealth Group Inc. | 0.01% | 1,609 | $435K | Add +19.1% |
| GUNR NT Mstar GLBL NR ETF | 0.01% | 7,885 | $435K | No change |
| TT Trane Technologies PLC | 0.01% | 1,025 | $427K | Add +41.4% |
| ES Eversource Energy | 0.01% | 6,115 | $424K | Add +2.2% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 13,520 | $419K | New |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 4,170 | $418K | No change |
| BA The Boeing Co. | 0.01% | 2,097 | $417K | Add +67.9% |
| OMC Omnicom Group | 0.01% | 5,527 | $416K | Add +5.7% |
| TRV The Travelers Cos Inc. | 0.01% | 1,418 | $413K | Reduce -0.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 6,979 | $413K | New |
| AER Aercap Holdings NV | 0.01% | 3,000 | $412K | No change |
| AKAM Akamai Technologies Inc. | 0.01% | 3,499 | $402K | Reduce -17.7% |
| IWD iShares Russell 1000 Value E | 0.01% | 1,852 | $396K | No change |
| C Citigroup Inc. | 0.01% | 3,363 | $381K | Add +16.1% |
| UPS United Parcel Service Class B | 0.01% | 3,855 | $379K | Add +19.7% |
| ENB Enbridge Inc. | 0.01% | 6,853 | $371K | Add +9.0% |
| NKE Nike Inc. Class B | 0.01% | 6,895 | $364K | Reduce -1.1% |
| KMI Kinder Morgan Inc. | 0.01% | 10,733 | $360K | Reduce -6.4% |
| RSG Republic Services Inc. | 0.01% | 1,602 | $351K | Reduce -0.8% |
| URI United Rentals Inc. | 0.01% | 466 | $340K | Reduce -6.6% |
| PSX Phillips 66 | 0.01% | 1,855 | $338K | No change |
| ALL Allstate Corp. | 0.01% | 1,617 | $335K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.01% | 7,009 | $335K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 4,323 | $333K | Reduce -1.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 3,584 | $332K | No change |
| AMD Advanced Micro Devices | 0.01% | 1,630 | $332K | Add +1.2% |
| LIN Linde PLC | 0.01% | 660 | $327K | Reduce -0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 4,169 | $319K | New |
| LRCX Lam Research Corp. | 0.01% | 1,464 | $313K | Reduce -8.3% |
| FTNT Fortinet Inc. | 0.01% | 3,825 | $313K | No change |
| QCOM Qualcomm Inc. | 0.01% | 2,417 | $311K | Add +28.6% |
| HOLX Hologic Inc. | 0.01% | 4,006 | $303K | Add +7.9% |
| IWF iShares Russell 1000 Growth | 0.01% | 697 | $297K | No change |
| AEP American Electric Power | 0.01% | 2,207 | $289K | Reduce -1.5% |
| CASY Casey's General Stores Inc. | 0.01% | 390 | $284K | Add +1.3% |
| CMNIX Calamos MRKT Neu Inc. Class I | 0.01% | 17,607 | $277K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 12,294 | $276K | No change |
| TXN Texas Instruments Inc. | 0.01% | 1,417 | $275K | Reduce -7.3% |
| SPG Simon Property Group Inc. | 0.01% | 1,454 | $271K | No change |
| EFX Equifax Inc. | 0.01% | 1,500 | $270K | No change |
| SLF Sun Life Financial Inc. | 0.01% | 4,230 | $265K | No change |
| ABBNY Abb Ltd.-Spon ADR | 0.01% | 3,300 | $260K | No change |
| JPIE JPMorgan Income ETF | 0.01% | 5,324 | $245K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 2,948 | $242K | Reduce -18.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 537 | $240K | Reduce -26.8% |
| MRVL Marvell Technology Inc. | 0.01% | 2,396 | $237K | Reduce -13.3% |
| GEHC GE Healthcare Technology | 0.01% | 3,301 | $235K | Add +9.6% |
| MSI Motorola Solutions Inc. | 0.01% | 534 | $232K | Reduce -2.9% |
| AWK American Water Works Co. Inc. | 0.01% | 1,675 | $228K | No change |
| MRNA Moderna Inc. | 0.01% | 4,428 | $225K | New |
| CTVA Corteva Inc. | 0.01% | 2,669 | $223K | New |
| BLDR Builders Firstsource Inc. | 0.01% | 2,702 | $222K | Reduce -4.7% |
| NFLX Netflix Inc. | 0.01% | 2,282 | $219K | New |
| WELL Welltower Inc. | 0.01% | 1,100 | $217K | Reduce -33.1% |
| AXON Axon Enterprise Inc. | 0.01% | 510 | $217K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 6,400 | $211K | No change |
| DOV Dover Corp. | 0.01% | 1,002 | $209K | New |
| MDGL Madrigal Pharmaceuticals Inc. | 0.01% | 396 | $207K | Reduce -5.7% |
| VRT Vertiv Holdings Co. Class A | 0.01% | 817 | $205K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.01% | 9,362 | $204K | No change |
| XNTK SS SPDR Nyse Tech ETF | 0.01% | 800 | $204K | Reduce -8.6% |
| GIS General Mills Inc. | 0.01% | 5,423 | $202K | Add +1.2% |