| MSFT Microsoft Corp. | 5.84% | 156,474 | $65.8M | Reduce -1.9% |
| AAPL Apple Inc. | 5.59% | 367,641 | $63.0M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.56% | 222,764 | $40.2M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 2.99% | 45,957 | $33.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.85% | 76,298 | $32.1M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 2.48% | 459,612 | $27.9M | Add +4.7% |
| TMO Thermo Fisher Scientific Inc. | 2.42% | 46,988 | $27.3M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 2.22% | 165,618 | $25.0M | Reduce -1.7% |
| V Visa Inc. Class A | 2.11% | 85,200 | $23.8M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.06% | 152,525 | $23.2M | Reduce -2.2% |
| IJR iShares Core S&P Small-Cap E | 1.87% | 190,571 | $21.1M | Add +6.6% |
| DHR Danaher Corp. | 1.83% | 82,713 | $20.7M | Add +0.2% |
| NVDA Nvidia Corp. | 1.82% | 22,749 | $20.6M | Add +1.3% |
| ECL Ecolab Inc. | 1.57% | 76,425 | $17.6M | Reduce -0.8% |
| SYK Stryker Corp. | 1.52% | 47,808 | $17.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 29,500 | $15.4M | Reduce -1.4% |
| HD Home Depot Inc. | 1.32% | 38,902 | $14.9M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 1.29% | 29,299 | $14.5M | Reduce -6.3% |
| URI United Rentals Inc. | 1.29% | 20,097 | $14.5M | Reduce -2.0% |
| PEP Pepsico Inc. | 1.27% | 81,926 | $14.3M | Add +0.5% |
| INTU Intuit Inc. | 1.24% | 21,527 | $14.0M | Reduce -0.8% |
| AMGN Amgen Inc. | 1.09% | 43,278 | $12.3M | Add +0.8% |
| LRCX Lam Research Corp. | 1.01% | 11,777 | $11.4M | Reduce -2.3% |
| SCHG Schwab US Large-Cap Growth | 0.93% | 112,892 | $10.5M | Add +9.7% |
| AON Aon PLC Class A | 0.89% | 30,048 | $10.0M | Reduce -7.2% |
| MCD McDonald's Corp. | 0.87% | 34,983 | $9.9M | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.86% | 33,638 | $9.7M | Add +3.6% |
| ORCL Oracle Corp. | 0.83% | 74,448 | $9.4M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.82% | 17,535 | $9.2M | Add +0.9% |
| ISRG Intuitive Surgical Inc. | 0.81% | 22,863 | $9.1M | Add +0.3% |
| UNP Union Pacific Corp. | 0.81% | 37,072 | $9.1M | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.80% | 107,410 | $9.1M | Reduce -5.5% |
| SCHD Schwab US DVD Equity ETF | 0.80% | 111,680 | $9.0M | Reduce -6.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.79% | 99,692 | $9.0M | Add +15.6% |
| APH Amphenol Corp. Class A | 0.78% | 76,025 | $8.8M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.78% | 55,345 | $8.8M | Reduce -8.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.74% | 82,706 | $8.4M | Add +0.7% |
| MINT PIMCO Enhanced Short Maturit | 0.73% | 81,899 | $8.2M | Add +9.7% |
| EAGL Eagle Capital Select Eqty | 0.72% | 319,608 | $8.1M | New |
| JPM JPMorgan Chase & Co. | 0.70% | 39,232 | $7.9M | Add +4.3% |
| VOO Vanguard S&P 500 ETF | 0.65% | 15,220 | $7.3M | Add +7.8% |
| CSL Carlisle Cos Inc. | 0.64% | 18,292 | $7.2M | Add +1.9% |
| NKE Nike Inc. Class B | 0.62% | 74,669 | $7.0M | Reduce -2.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 90,920 | $6.7M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 0.59% | 13,787 | $6.7M | Reduce -10.6% |
| IVE iShares S&P 500 Value ETF | 0.57% | 34,610 | $6.5M | Reduce -3.6% |
| NEE Nextera Energy Inc. | 0.56% | 99,635 | $6.4M | Add +1.7% |
| ABBV Abbvie Inc. | 0.56% | 34,601 | $6.3M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.55% | 38,467 | $6.2M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.49% | 26,741 | $5.5M | Reduce -4.3% |
| CME Cme Group Inc. | 0.48% | 25,135 | $5.4M | Reduce -0.7% |
| YUM Yum! Brands Inc. | 0.47% | 38,435 | $5.3M | Reduce -1.6% |
| ZTS Zoetis Inc. | 0.47% | 31,144 | $5.3M | Add +2.3% |
| WMT Walmart Inc. | 0.47% | 87,379 | $5.3M | Reduce -4.0% |
| CRM Salesforce Inc. | 0.46% | 17,290 | $5.2M | Add +6.9% |
| IWM iShares Russell 2000 ETF | 0.45% | 24,314 | $5.1M | Reduce -2.1% |
| GS Goldman Sachs Group Inc. | 0.45% | 12,241 | $5.1M | Reduce -5.7% |
| CMI Cummins Inc. | 0.45% | 17,199 | $5.1M | Reduce -2.3% |
| CHD Church & Dwight Co. Inc. | 0.44% | 47,642 | $5.0M | Reduce -1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.44% | 138,019 | $4.9M | Add +10.7% |
| CVX Chevron Corp. | 0.44% | 31,227 | $4.9M | Add +2.2% |
| PAYX Paychex Inc. | 0.43% | 39,772 | $4.9M | Reduce -4.4% |
| PANW Palo Alto Networks Inc. | 0.43% | 16,948 | $4.8M | Add +4.8% |
| JPST JPMorgan Ultra-Short Income | 0.43% | 95,333 | $4.8M | Add +31.7% |
| GE General Electric | 0.42% | 27,009 | $4.7M | Reduce -17.5% |
| LIN Linde PLC | 0.42% | 10,178 | $4.7M | Reduce -0.9% |
| RTX RTX Corp. | 0.41% | 47,885 | $4.7M | Reduce -19.1% |
| WWD Woodward Inc. | 0.40% | 29,005 | $4.5M | Reduce -4.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 32,449 | $4.4M | Add +5.8% |
| MAR Marriott International Class A | 0.39% | 17,213 | $4.3M | Reduce -9.2% |
| MORN Morningstar Inc. | 0.38% | 14,037 | $4.3M | Reduce -0.4% |
| FTNT Fortinet Inc. | 0.38% | 62,615 | $4.3M | Add +7.4% |
| AFL Aflac Inc. | 0.37% | 49,078 | $4.2M | Reduce -2.4% |
| SHEL Shell PLC-ADR | 0.37% | 62,752 | $4.2M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 33,661 | $4.1M | Reduce -7.4% |
| IEMG iShares Core MSCI Emerging | 0.35% | 77,081 | $4.0M | Reduce -0.5% |
| FTV Fortive Corp. | 0.34% | 44,828 | $3.9M | Reduce -2.7% |
| PLD Prologis Inc. | 0.34% | 29,133 | $3.8M | Add +0.6% |
| NFLX Netflix Inc. | 0.32% | 6,019 | $3.7M | Reduce -15.7% |
| XOM Exxon Mobil Corp. | 0.32% | 30,915 | $3.6M | Add +0.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.30% | 44,211 | $3.4M | Reduce -36.7% |
| CMCSA Comcast Corp. Class A | 0.30% | 77,024 | $3.3M | Reduce -4.5% |
| GLD SPDR Gold Shares | 0.29% | 15,976 | $3.3M | Reduce -2.0% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 29,425 | $3.2M | Reduce -18.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.29% | 3,180 | $3.2M | Add +9.5% |
| NOW ServiceNow Inc. | 0.29% | 4,221 | $3.2M | Add +7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 12,289 | $3.2M | Add +2.5% |
| ELV Elevance Health Inc. | 0.28% | 6,077 | $3.2M | Reduce -7.7% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 44,778 | $3.1M | Add +1.3% |
| BAH Booz Allen Hamilton Holdings | 0.28% | 21,109 | $3.1M | Add +2.4% |
| TMUS T-Mobile US Inc. | 0.27% | 18,911 | $3.1M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 6,721 | $3.0M | Reduce -2.3% |
| IQLT iShares MSCI International Q | 0.25% | 70,531 | $2.8M | Add +24.2% |
| CARR Carrier Global Corp. | 0.24% | 46,628 | $2.7M | Add +2.2% |
| ALGN Align Technology Inc. | 0.24% | 8,110 | $2.7M | Reduce -3.1% |
| SPEM State Street SP PTF Em ETF | 0.23% | 72,505 | $2.6M | Add +10.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 34,246 | $2.5M | Reduce -4.8% |
| WM Waste Management Inc. | 0.22% | 11,564 | $2.5M | Add +1.6% |
| BDX Becton Dickinson and Co. | 0.22% | 9,905 | $2.5M | Reduce -4.4% |
| FAST Fastenal Co. | 0.21% | 31,286 | $2.4M | Reduce -0.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.21% | 11,287 | $2.4M | Reduce -26.5% |
| WFC Wells Fargo & Co. | 0.21% | 41,314 | $2.4M | Reduce -12.2% |
| BLK BlackRock Finance Inc. | 0.21% | 2,855 | $2.4M | Add +0.3% |
| COF Capital One Financial Corp. | 0.21% | 15,757 | $2.3M | Reduce -7.7% |
| LHX L3HARRIS Technologies Inc. | 0.21% | 10,904 | $2.3M | Reduce -4.3% |
| OTIS Otis Worldwide Corp. | 0.21% | 23,402 | $2.3M | Add +7.1% |
| LOW Lowe's Cos Inc. | 0.20% | 8,988 | $2.3M | Reduce -0.3% |
| AZO AutoZone Inc. | 0.20% | 721 | $2.3M | Add +5.0% |
| PSX Phillips 66 | 0.19% | 13,299 | $2.2M | Add +3.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 41,892 | $2.1M | Reduce -2.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.19% | 42,196 | $2.1M | Add +0.5% |
| ACN Accenture PLC Class A | 0.19% | 6,068 | $2.1M | Add +536.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 8,740 | $2.1M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 26,267 | $2.0M | Add +0.6% |
| ITW Illinois Tool Works | 0.18% | 7,563 | $2.0M | Reduce -0.3% |
| SCHB Schwab US Broad Market ETF | 0.18% | 33,015 | $2.0M | Reduce -2.1% |
| SGOV iShares 0-3 Month Treasury B | 0.18% | 19,914 | $2.0M | New |
| KVUE Kenvue Inc. | 0.17% | 91,645 | $2.0M | Add +21.0% |
| C Citigroup Inc. | 0.17% | 30,911 | $2.0M | Add +0.1% |
| MS Morgan Stanley | 0.17% | 20,523 | $1.9M | Reduce -0.1% |
| AER Aercap Holdings NV | 0.16% | 20,855 | $1.8M | Reduce -13.4% |
| MA Mastercard Inc. Class A | 0.16% | 3,737 | $1.8M | Reduce -1.8% |
| PFE Pfizer Inc. | 0.16% | 64,594 | $1.8M | Reduce -6.3% |
| GSLC Goldman Activebeta US LC ETF | 0.16% | 17,229 | $1.8M | Reduce -2.2% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 28,304 | $1.8M | Add +0.7% |
| EBAY eBay Inc. | 0.15% | 33,036 | $1.7M | Reduce -28.5% |
| CL Colgate-Palmolive Co. | 0.15% | 19,247 | $1.7M | Reduce -35.4% |
| COP Conocophillips | 0.15% | 13,295 | $1.7M | Reduce -14.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.15% | 29,302 | $1.7M | Add +17.4% |
| VLTO Veralto Corp. | 0.14% | 18,433 | $1.6M | Add +19.8% |
| PBE Invesco Biotechnology & Geno | 0.14% | 24,606 | $1.6M | Add +8.1% |
| ALC Alcon Inc. filed as ALCON AG | 0.14% | 18,855 | $1.6M | Add +26.2% |
| YUMC Yum China Holdings Inc. | 0.14% | 39,119 | $1.6M | Reduce -26.8% |
| MRK Merck & Co. Inc. | 0.13% | 11,293 | $1.5M | Reduce -3.8% |
| AXP American Express Co. | 0.12% | 5,941 | $1.4M | No change |
| CSCO Cisco Systems Inc. | 0.12% | 26,913 | $1.3M | Reduce -16.5% |
| ETN Eaton Corp. PLC | 0.12% | 4,152 | $1.3M | Add +309.9% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.11% | 14,832 | $1.3M | Reduce -9.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.11% | 13,837 | $1.3M | Reduce -8.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.11% | 40,236 | $1.2M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.11% | 933 | $1.2M | Add +8.1% |
| CVS CVS Health Corp. | 0.11% | 15,023 | $1.2M | Reduce -2.3% |
| BMY Bristol-Myers Squibb Co. | 0.10% | 21,253 | $1.2M | Reduce -18.8% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 6,237 | $1.1M | Reduce -1.8% |
| TDG Transdigm Group Inc. | 0.10% | 898 | $1.1M | Add +35.2% |
| VOYA Voya Financial Inc. | 0.10% | 14,632 | $1.1M | No change |
| ADP Automatic Data Processing | 0.09% | 4,236 | $1.1M | Reduce -1.2% |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 359 | $1.0M | No change |
| LECO Lincoln Electric Holdings | 0.09% | 4,069 | $1.0M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.09% | 8,807 | $1.0M | Add +2.7% |
| PYPL PayPal Holdings Inc. | 0.09% | 14,424 | $966K | Reduce -3.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 15,455 | $951K | Add +70.2% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.08% | 10,743 | $950K | No change |
| LYB Lyondellbasell Indu Class A | 0.08% | 8,617 | $881K | No change |
| CHTR Charter Communications Inc. Class A | 0.08% | 2,983 | $867K | Add +1.0% |
| KO The Coca-Cola Co. | 0.08% | 13,929 | $852K | Reduce -11.6% |
| AMAT Applied Materials Inc. | 0.07% | 3,938 | $812K | Add +0.8% |
| CTSH Cognizant Tech Solutions-A | 0.07% | 10,807 | $792K | Reduce -2.7% |
| ABT Abbott Laboratories | 0.07% | 6,849 | $778K | Reduce -4.6% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.07% | 8,759 | $765K | Reduce -12.0% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 15,524 | $764K | Reduce -8.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,965 | $757K | Reduce -0.7% |
| XLE SS Energy Select Sector | 0.07% | 7,943 | $750K | Add +1.4% |
| PIO Invesco Global Water ETF | 0.06% | 16,659 | $718K | Add +22.0% |
| CI The Cigna Group | 0.06% | 1,975 | $717K | Reduce -1.5% |
| EUSA iShares MSCI USA Equal Weigh | 0.06% | 7,700 | $701K | No change |
| EEM iShares MSCI Emerging Market | 0.06% | 16,994 | $698K | Reduce -3.5% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 8,493 | $692K | Add +2.1% |
| SAP Sap SE-Sponsored ADR | 0.06% | 3,544 | $691K | Reduce -25.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 3,012 | $689K | Reduce -11.1% |
| INTC Intel Corp. | 0.06% | 15,426 | $681K | Reduce -2.8% |
| SBUX Starbucks Corp. | 0.06% | 7,450 | $681K | Reduce -15.7% |
| GSY Invesco Ultra Short Duration | 0.06% | 13,640 | $681K | Add +8.3% |
| VNQ Vanguard Real Estate ETF | 0.06% | 7,640 | $661K | Add +0.6% |
| SUB iShares Short-Term National | 0.06% | 6,265 | $656K | Reduce -19.3% |
| APO Apollo Global Management Inc. | 0.06% | 5,823 | $655K | Add +33.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.06% | 12,845 | $641K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 1,878 | $633K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 16,659 | $632K | Reduce -3.9% |
| CAT Caterpillar Inc. | 0.06% | 1,694 | $621K | Add +0.1% |
| GEHC GE Healthcare Technology | 0.05% | 6,575 | $598K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,723 | $593K | Add +5.5% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 4,867 | $589K | No change |
| EMR Emerson Electric Co. | 0.05% | 4,991 | $566K | Reduce -2.0% |
| OXY Occidental Petroleum Corp. | 0.05% | 8,608 | $559K | Add +117.2% |
| REGN Regeneron Pharmaceuticals | 0.05% | 577 | $555K | Reduce -8.8% |
| PWR Quanta Services Inc. | 0.05% | 2,110 | $548K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 4,010 | $526K | Reduce -23.6% |
| MMM 3M Co. | 0.05% | 4,841 | $513K | Reduce -8.4% |
| SHW The Sherwin-Williams Co. | 0.04% | 1,414 | $491K | Add +9.0% |
| LLY Eli Lilly & Co. | 0.04% | 631 | $491K | Reduce -3.4% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 2,870 | $486K | Add +29.0% |
| EQIX Equinix Inc. | 0.04% | 586 | $484K | Reduce -5.5% |
| ADBE Adobe Inc. | 0.04% | 949 | $479K | No change |
| GILD Gilead Sciences Inc. | 0.04% | 6,516 | $477K | Reduce -6.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 8,032 | $471K | Add +0.0% |
| AMT American Tower Corp. | 0.04% | 2,376 | $469K | Reduce -12.1% |
| CPT Camden Property Trust | 0.04% | 4,742 | $467K | Reduce -3.3% |
| WTRG Essential Utilities Inc. | 0.04% | 12,496 | $463K | Reduce -75.4% |
| CASY Casey's General Stores Inc. | 0.04% | 1,436 | $457K | Add +84.3% |
| CPRT Copart Inc. | 0.04% | 7,856 | $455K | No change |
| XLK SS Technology Select Sector | 0.04% | 2,168 | $451K | Add +16.8% |
| EFA iShares MSCI Eafe ETF | 0.04% | 5,636 | $450K | Reduce -2.3% |
| XLF SS Financial Select Sector | 0.04% | 10,681 | $450K | Add +15.9% |
| IWD iShares Russell 1000 Value E | 0.04% | 2,471 | $443K | No change |
| LBRDK Liberty Broadband-C | 0.04% | 7,670 | $439K | No change |
| NSC Norfolk Southern Corp. | 0.04% | 1,719 | $438K | Reduce -1.1% |
| EW Edwards Lifesciences Corp. | 0.04% | 4,464 | $427K | Reduce -46.3% |
| FDX FedEx Corp. | 0.04% | 1,405 | $407K | No change |
| NVS Novartis AG-Sponsored ADR | 0.04% | 4,123 | $399K | No change |
| DE Deere & Co. | 0.03% | 931 | $382K | No change |
| TXN Texas Instruments Inc. | 0.03% | 2,195 | $382K | No change |
| KMB Kimberly-Clark Corp. | 0.03% | 2,934 | $380K | Add +0.0% |
| BSCP Invesco Bulletshares 2025 CB | 0.03% | 18,464 | $377K | Reduce -2.9% |
| USRT iShares Core US REIT ETF | 0.03% | 6,974 | $375K | Add +73.2% |
| TSLA Tesla Inc. | 0.03% | 2,108 | $371K | Add +1.0% |
| CDW CDW Corp. | 0.03% | 1,434 | $367K | No change |
| TD Toronto-Dominion Bank | 0.03% | 6,015 | $363K | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.03% | 2,120 | $359K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.03% | 6,735 | $348K | Add +64.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 2,700 | $347K | New |
| MCK McKesson Corp. | 0.03% | 637 | $342K | Reduce -0.8% |
| CSX CSX Corp. | 0.03% | 9,117 | $338K | Reduce -5.9% |
| DHI D.R. Horton Inc. | 0.03% | 2,007 | $330K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 5,016 | $329K | Reduce -30.2% |
| HUBB Hubbell Inc. | 0.03% | 785 | $326K | Reduce -1.3% |
| ING ING Groep N.V.-Sponsored ADR | 0.03% | 19,303 | $318K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 2,371 | $310K | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 1,225 | $306K | No change |
| BX Blackstone Inc. | 0.03% | 2,320 | $305K | Reduce -3.7% |
| ESI Element Solutions Inc. | 0.03% | 12,038 | $301K | New |
| DD Dupont DE Nemours Inc. | 0.03% | 3,909 | $300K | Reduce -5.9% |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 2,619 | $299K | No change |
| LBRDA Liberty Broadband-A | 0.03% | 5,210 | $298K | No change |
| FICO Fair Isaac Corp. | 0.03% | 233 | $291K | No change |
| EOG EOG Resources Inc. | 0.03% | 2,277 | $291K | Reduce -5.2% |
| MNST Monster Beverage Corp. | 0.03% | 4,823 | $286K | Add +0.1% |
| HIG Hartford Insurance Group Inc. | 0.03% | 2,747 | $283K | Reduce -5.8% |
| VZ Verizon Communications Inc. | 0.02% | 6,631 | $278K | Reduce -17.9% |
| ORLY O'reilly Automotive Inc. | 0.02% | 245 | $277K | New |
| AMD Advanced Micro Devices | 0.02% | 1,529 | $276K | New |
| TSCO Tractor Supply Company | 0.02% | 1,046 | $274K | Add +0.7% |
| MRSH Marsh & McLennan Cos | 0.02% | 1,301 | $268K | Reduce -1.9% |
| BSCQ Invesco Bulletshares 2026 CB | 0.02% | 13,793 | $265K | Reduce -3.9% |
| VXUS Vanguard Total Intl Stock | 0.02% | 4,300 | $259K | Reduce -7.5% |
| CRL Charles River Laboratories | 0.02% | 941 | $255K | No change |
| HSY The Hershey Co. | 0.02% | 1,310 | $255K | Reduce -3.7% |
| DOW Dow Inc. | 0.02% | 4,338 | $251K | Reduce -2.6% |
| EPD Enterprise Products Partners | 0.02% | 8,374 | $244K | Reduce -4.6% |
| WCN Waste Connections Inc. | 0.02% | 1,391 | $239K | No change |
| LMT Lockheed Martin Corp. | 0.02% | 526 | $239K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 5,710 | $239K | Reduce -39.1% |
| IDXX Idexx Laboratories Inc. | 0.02% | 439 | $237K | Add +0.7% |
| CG The Carlyle Group Inc. | 0.02% | 4,965 | $233K | No change |
| TT Trane Technologies PLC | 0.02% | 760 | $228K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.02% | 11,736 | $226K | Reduce -1.5% |
| SCHF Schwab Intl Equity ETF | 0.02% | 5,798 | $226K | Reduce -2.3% |
| CEF Sprott Physical Gold and Sil | 0.02% | 11,105 | $226K | No change |
| BA The Boeing Co. | 0.02% | 1,154 | $223K | Reduce -13.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.02% | 1,513 | $220K | New |
| PGR Progressive Corp. | 0.02% | 1,047 | $217K | New |
| AMP Ameriprise Financial Inc. | 0.02% | 488 | $214K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 4,215 | $213K | No change |
| JCI Johnson Controls Internation | 0.02% | 3,254 | $213K | Reduce -65.4% |
| SHOP Shopify Inc. Class A | 0.02% | 2,730 | $211K | Add +0.9% |
| SO The Southern Co. | 0.02% | 2,874 | $206K | Reduce -2.5% |
| MRVL Marvell Technology Inc. | 0.02% | 2,904 | $206K | New |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 3,566 | $203K | New |
| GIS General Mills Inc. | 0.02% | 2,867 | $201K | New |
| MDY State Street SPDR S&P Midcap | 0.02% | 360 | $200K | Reduce -17.2% |
| CYBIN INC | 0.00% | 50,000 | $21K | New |
| AKLI Akili Inc. | 0.00% | 24,730 | $7K | Reduce -76.7% |
| GMOLQ General Moly Inc. | 0.00% | 11,550 | $0 | No change |