| AAPL Apple Inc. | 6.55% | 361,388 | $76.1M | Reduce -1.7% |
| MSFT Microsoft Corp. | 5.98% | 155,555 | $69.5M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 3.68% | 221,479 | $42.8M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 3.32% | 45,381 | $38.6M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.66% | 75,998 | $30.9M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 2.59% | 165,492 | $30.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.42% | 227,837 | $28.1M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 2.36% | 149,518 | $27.4M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 2.30% | 455,974 | $26.7M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 2.22% | 46,689 | $25.8M | Reduce -0.6% |
| V Visa Inc. Class A | 1.92% | 84,826 | $22.3M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 1.77% | 193,406 | $20.6M | Add +1.5% |
| DHR Danaher Corp. | 1.76% | 81,947 | $20.5M | Reduce -0.9% |
| ECL Ecolab Inc. | 1.55% | 75,810 | $18.0M | Reduce -0.8% |
| SYK Stryker Corp. | 1.39% | 47,567 | $16.2M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 29,587 | $16.1M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 1.34% | 30,621 | $15.6M | Add +4.5% |
| INTU Intuit Inc. | 1.20% | 21,162 | $13.9M | Reduce -1.7% |
| PEP Pepsico Inc. | 1.16% | 81,776 | $13.5M | Reduce -0.2% |
| AMGN Amgen Inc. | 1.16% | 42,985 | $13.4M | Reduce -0.7% |
| HD Home Depot Inc. | 1.15% | 38,663 | $13.3M | Reduce -0.6% |
| URI United Rentals Inc. | 1.10% | 19,683 | $12.7M | Reduce -2.1% |
| LRCX Lam Research Corp. | 1.06% | 11,609 | $12.4M | Reduce -1.4% |
| SCHG Schwab US Large-Cap Growth | 1.06% | 122,012 | $12.3M | Add +8.1% |
| IWB iShares Russell 1000 ETF | 0.94% | 36,657 | $10.9M | Add +9.0% |
| ORCL Oracle Corp. | 0.90% | 73,764 | $10.4M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 0.87% | 22,759 | $10.1M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 0.86% | 107,495 | $9.9M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.85% | 147,254 | $9.9M | Reduce -3.1% |
| IVV iShares Core S&P 500 ETF | 0.85% | 17,951 | $9.8M | Add +2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 82,479 | $9.1M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.77% | 114,933 | $8.9M | Add +2.9% |
| MCD McDonald's Corp. | 0.76% | 34,794 | $8.9M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.73% | 41,671 | $8.4M | Add +6.2% |
| UNP Union Pacific Corp. | 0.71% | 36,598 | $8.3M | Reduce -1.3% |
| EAGL Eagle Capital Select Eqty | 0.71% | 312,008 | $8.3M | Reduce -2.4% |
| MINT PIMCO Enhanced Short Maturit | 0.69% | 79,958 | $8.0M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.66% | 15,363 | $7.7M | Add +0.9% |
| AON Aon PLC Class A | 0.66% | 26,091 | $7.7M | Reduce -13.2% |
| CSL Carlisle Cos Inc. | 0.63% | 18,139 | $7.4M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.62% | 101,049 | $7.2M | Add +1.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.61% | 81,845 | $7.1M | Reduce -17.9% |
| META Meta Platforms Inc. Class A | 0.60% | 13,810 | $7.0M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 92,054 | $6.7M | Add +1.3% |
| IVE iShares S&P 500 Value ETF | 0.54% | 34,769 | $6.3M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 35,852 | $6.2M | Add +10.5% |
| PG The Procter & Gamble Co. | 0.52% | 36,902 | $6.1M | Reduce -4.1% |
| PANW Palo Alto Networks Inc. | 0.51% | 17,580 | $6.0M | Add +3.7% |
| WMT Walmart Inc. | 0.51% | 87,946 | $6.0M | Add +0.7% |
| ABBV Abbvie Inc. | 0.49% | 33,420 | $5.7M | Reduce -3.4% |
| JPST JPMorgan Ultra-Short Income | 0.49% | 113,102 | $5.7M | Add +18.6% |
| WWD Woodward Inc. | 0.44% | 29,641 | $5.2M | Add +2.2% |
| ZTS Zoetis Inc. | 0.44% | 29,561 | $5.1M | Reduce -5.1% |
| YUM Yum! Brands Inc. | 0.44% | 38,217 | $5.1M | Reduce -0.6% |
| CVX Chevron Corp. | 0.43% | 32,034 | $5.0M | Add +2.6% |
| GS Goldman Sachs Group Inc. | 0.43% | 11,055 | $5.0M | Reduce -9.7% |
| IWM iShares Russell 2000 ETF | 0.42% | 24,344 | $4.9M | Add +0.1% |
| CHD Church & Dwight Co. Inc. | 0.42% | 47,343 | $4.9M | Reduce -0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 137,765 | $4.8M | Reduce -0.2% |
| CMI Cummins Inc. | 0.41% | 17,277 | $4.8M | Add +0.5% |
| JNJ Johnson & Johnson | 0.41% | 32,493 | $4.7M | Reduce -41.3% |
| RTX RTX Corp. | 0.41% | 47,264 | $4.7M | Reduce -1.3% |
| CRM Salesforce Inc. | 0.41% | 18,422 | $4.7M | Add +6.5% |
| SHEL Shell PLC-ADR | 0.39% | 63,044 | $4.6M | Add +0.5% |
| LIN Linde PLC | 0.38% | 10,111 | $4.4M | Reduce -0.7% |
| PAYX Paychex Inc. | 0.38% | 37,013 | $4.4M | Reduce -6.9% |
| AFL Aflac Inc. | 0.38% | 49,085 | $4.4M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.36% | 4,646 | $4.2M | Add +636.3% |
| IEMG iShares Core MSCI Emerging | 0.36% | 78,224 | $4.2M | Add +1.5% |
| MORN Morningstar Inc. | 0.35% | 13,598 | $4.0M | Reduce -3.1% |
| ETN Eaton Corp. PLC | 0.34% | 12,508 | $3.9M | Add +201.3% |
| NFLX Netflix Inc. | 0.34% | 5,799 | $3.9M | Reduce -3.7% |
| MAR Marriott International Class A | 0.33% | 16,011 | $3.9M | Reduce -7.0% |
| FTNT Fortinet Inc. | 0.33% | 63,283 | $3.8M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.32% | 32,751 | $3.8M | Add +5.9% |
| TMUS T-Mobile US Inc. | 0.32% | 21,027 | $3.7M | Add +11.2% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 36,194 | $3.6M | Add +81.8% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 22,508 | $3.6M | Reduce -16.7% |
| NOW ServiceNow Inc. | 0.31% | 4,532 | $3.6M | Add +7.4% |
| GLD SPDR Gold Shares | 0.30% | 15,960 | $3.4M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.29% | 15,861 | $3.4M | Reduce -40.7% |
| NKE Nike Inc. Class B | 0.29% | 44,438 | $3.3M | Reduce -40.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 12,449 | $3.3M | Add +1.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.29% | 3,672 | $3.3M | Add +15.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 6,895 | $3.3M | Add +2.6% |
| ELV Elevance Health Inc. | 0.28% | 6,085 | $3.3M | Add +0.1% |
| FTV Fortive Corp. | 0.28% | 44,313 | $3.3M | Reduce -1.1% |
| BAH Booz Allen Hamilton Holdings | 0.28% | 20,981 | $3.2M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 31,799 | $3.2M | Reduce -5.5% |
| PLD Prologis Inc. | 0.27% | 27,887 | $3.1M | Reduce -4.3% |
| ACWI iShares MSCI Acwi ETF | 0.27% | 27,650 | $3.1M | Reduce -6.0% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 46,164 | $3.0M | Add +3.1% |
| CMCSA Comcast Corp. Class A | 0.26% | 77,051 | $3.0M | Add +0.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.26% | 41,782 | $3.0M | Reduce -5.5% |
| CARR Carrier Global Corp. | 0.25% | 46,588 | $2.9M | Reduce -0.1% |
| IQLT iShares MSCI International Q | 0.25% | 74,482 | $2.9M | Add +5.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.24% | 35,452 | $2.8M | Add +3.5% |
| SPEM State Street SP PTF Em ETF | 0.23% | 71,544 | $2.7M | Reduce -1.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.21% | 11,353 | $2.5M | Add +0.6% |
| LHX L3HARRIS Technologies Inc. | 0.21% | 10,881 | $2.4M | Reduce -0.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 47,836 | $2.4M | Add +13.4% |
| ALGN Align Technology Inc. | 0.20% | 9,721 | $2.3M | Add +19.9% |
| ACN Accenture PLC Class A | 0.20% | 7,735 | $2.3M | Add +27.5% |
| WM Waste Management Inc. | 0.20% | 10,996 | $2.3M | Reduce -4.9% |
| BLK BlackRock Finance Inc. | 0.20% | 2,899 | $2.3M | Add +1.5% |
| BDX Becton Dickinson and Co. | 0.20% | 9,729 | $2.3M | Reduce -1.8% |
| CME Cme Group Inc. | 0.19% | 11,500 | $2.3M | Reduce -54.3% |
| OTIS Otis Worldwide Corp. | 0.19% | 23,459 | $2.3M | Add +0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 8,850 | $2.2M | Add +1.3% |
| AZO AutoZone Inc. | 0.19% | 738 | $2.2M | Add +2.4% |
| COF Capital One Financial Corp. | 0.19% | 15,757 | $2.2M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 42,241 | $2.2M | Add +0.8% |
| WFC Wells Fargo & Co. | 0.18% | 34,998 | $2.1M | Reduce -15.3% |
| SCHB Schwab US Broad Market ETF | 0.18% | 32,526 | $2.0M | Reduce -1.5% |
| MS Morgan Stanley | 0.17% | 20,561 | $2.0M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 25,754 | $2.0M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.17% | 9,003 | $2.0M | Add +0.2% |
| C Citigroup Inc. | 0.17% | 30,923 | $2.0M | Add +0.0% |
| FAST Fastenal Co. | 0.17% | 30,971 | $1.9M | Reduce -1.0% |
| AER Aercap Holdings NV | 0.17% | 20,855 | $1.9M | No change |
| PFE Pfizer Inc. | 0.17% | 69,243 | $1.9M | Add +7.2% |
| PSX Phillips 66 | 0.17% | 13,650 | $1.9M | Add +2.6% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.16% | 33,120 | $1.9M | Add +13.0% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 28,718 | $1.8M | Add +1.5% |
| VLTO Veralto Corp. | 0.16% | 19,027 | $1.8M | Add +3.2% |
| GSLC Goldman Activebeta US LC ETF | 0.16% | 16,950 | $1.8M | Reduce -1.6% |
| ITW Illinois Tool Works | 0.15% | 7,349 | $1.7M | Reduce -2.8% |
| MA Mastercard Inc. Class A | 0.15% | 3,940 | $1.7M | Add +5.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.15% | 19,115 | $1.7M | Add +1.4% |
| KVUE Kenvue Inc. | 0.15% | 93,354 | $1.7M | Add +1.9% |
| GEV GE Vernova Inc. | 0.14% | 9,780 | $1.7M | Add +44.8% |
| CL Colgate-Palmolive Co. | 0.14% | 17,236 | $1.7M | Reduce -10.4% |
| PBE Invesco Biotechnology & Geno | 0.14% | 24,606 | $1.6M | No change |
| EBAY eBay Inc. | 0.14% | 29,487 | $1.6M | Reduce -10.7% |
| COP Conocophillips | 0.13% | 13,327 | $1.5M | Add +0.2% |
| AVGO Broadcom Inc. | 0.13% | 936 | $1.5M | Add +0.3% |
| AXP American Express Co. | 0.12% | 5,961 | $1.4M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.12% | 11,132 | $1.4M | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.11% | 27,100 | $1.3M | Add +0.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.11% | 40,201 | $1.2M | Reduce -0.1% |
| IUSG iShares Core S&P U.S. Growth | 0.11% | 9,706 | $1.2M | Add +10.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 13,837 | $1.2M | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.10% | 14,091 | $1.2M | Reduce -5.0% |
| TDG Transdigm Group Inc. | 0.10% | 898 | $1.1M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 17,600 | $1.1M | Reduce -1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.09% | 16,039 | $1.0M | Add +3.8% |
| QUAL iShares MSCI USA Quality Fac | 0.09% | 5,869 | $1.0M | New |
| ADP Automatic Data Processing | 0.08% | 4,096 | $978K | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 5,277 | $963K | Reduce -15.4% |
| HUM Humana Inc. | 0.08% | 2,572 | $961K | New |
| AMAT Applied Materials Inc. | 0.08% | 3,985 | $940K | Add +1.2% |
| KO The Coca-Cola Co. | 0.08% | 14,176 | $902K | Add +1.8% |
| VOYA Voya Financial Inc. | 0.08% | 12,557 | $893K | Reduce -14.2% |
| CHTR Charter Communications Inc. Class A | 0.08% | 2,983 | $892K | No change |
| CVS CVS Health Corp. | 0.07% | 14,375 | $849K | Reduce -4.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.07% | 10,693 | $840K | Reduce -0.5% |
| LYB Lyondellbasell Indu Class A | 0.07% | 8,617 | $824K | No change |
| APO Apollo Global Management Inc. | 0.07% | 6,974 | $823K | Add +19.8% |
| PYPL PayPal Holdings Inc. | 0.07% | 14,157 | $822K | Reduce -1.9% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 19,379 | $805K | Reduce -8.8% |
| GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED | 0.07% | 15,900 | $793K | Add +16.6% |
| SAP Sap SE-Sponsored ADR | 0.07% | 3,915 | $790K | Add +10.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.07% | 9,284 | $780K | Add +6.0% |
| LECO Lincoln Electric Holdings | 0.07% | 4,069 | $768K | No change |
| XLE SS Energy Select Sector | 0.06% | 8,186 | $746K | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,960 | $733K | Add +13.8% |
| EEM iShares MSCI Emerging Market | 0.06% | 16,994 | $724K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 1,983 | $723K | Add +5.6% |
| CTSH Cognizant Tech Solutions-A | 0.06% | 10,587 | $720K | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 18,081 | $719K | Add +8.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 4,118 | $712K | Add +3.9% |
| SCHA Schwab US Small-Cap ETF | 0.06% | 15,004 | $712K | Reduce -3.4% |
| EUSA iShares MSCI USA Equal Weigh | 0.06% | 7,700 | $680K | No change |
| PIO Invesco Global Water ETF | 0.06% | 16,659 | $673K | No change |
| ABT Abbott Laboratories | 0.06% | 6,455 | $671K | Reduce -5.8% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 8,419 | $655K | Reduce -0.9% |
| SUB iShares Short-Term National | 0.06% | 6,192 | $647K | Reduce -1.2% |
| VNQ Vanguard Real Estate ETF | 0.06% | 7,660 | $642K | Add +0.3% |
| CI The Cigna Group | 0.06% | 1,940 | $641K | Reduce -1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 2,892 | $631K | Reduce -4.0% |
| XLK SS Technology Select Sector | 0.05% | 2,784 | $630K | Add +28.4% |
| CASY Casey's General Stores Inc. | 0.05% | 1,632 | $623K | Add +13.7% |
| REGN Regeneron Pharmaceuticals | 0.05% | 577 | $606K | No change |
| CAT Caterpillar Inc. | 0.05% | 1,766 | $588K | Add +4.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.05% | 11,285 | $563K | Reduce -12.1% |
| ICSH iShares Ultra Short Duration | 0.05% | 11,055 | $559K | New |
| PWR Quanta Services Inc. | 0.05% | 2,152 | $547K | Add +2.0% |
| OXY Occidental Petroleum Corp. | 0.05% | 8,623 | $544K | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 4,249 | $540K | Add +6.0% |
| EMR Emerson Electric Co. | 0.05% | 4,841 | $533K | Reduce -3.0% |
| MMM 3M Co. | 0.05% | 5,211 | $533K | Add +7.6% |
| XLF SS Financial Select Sector | 0.05% | 12,952 | $532K | Add +21.3% |
| ADBE Adobe Inc. | 0.05% | 954 | $530K | Add +0.5% |
| WDAY Workday Inc. Class A | 0.04% | 2,338 | $523K | New |
| GEHC GE Healthcare Technology | 0.04% | 6,500 | $506K | Reduce -1.1% |
| YUMC Yum China Holdings Inc. | 0.04% | 16,214 | $500K | Reduce -58.5% |
| SPSB SS SPDR P St C Corp. ETF | 0.04% | 16,675 | $495K | New |
| AA Alcoa Corp. | 0.04% | 12,363 | $492K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 8,035 | $471K | Add +0.0% |
| SHW The Sherwin-Williams Co. | 0.04% | 1,559 | $465K | Add +10.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 9,015 | $462K | Add +33.9% |
| CPT Camden Property Trust | 0.04% | 4,166 | $455K | Reduce -12.2% |
| QCOM Qualcomm Inc. | 0.04% | 2,280 | $454K | Add +7.5% |
| TSLA Tesla Inc. | 0.04% | 2,239 | $443K | Add +6.2% |
| NVS Novartis AG-Sponsored ADR | 0.04% | 4,123 | $439K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 5,547 | $435K | Reduce -1.6% |
| GILD Gilead Sciences Inc. | 0.04% | 6,330 | $434K | Reduce -2.9% |
| IWD iShares Russell 1000 Value E | 0.04% | 2,471 | $431K | No change |
| TXN Texas Instruments Inc. | 0.04% | 2,209 | $430K | Add +0.6% |
| CPRT Copart Inc. | 0.04% | 7,856 | $425K | No change |
| INTC Intel Corp. | 0.04% | 13,630 | $422K | Reduce -11.6% |
| FDX FedEx Corp. | 0.04% | 1,405 | $421K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 2,950 | $421K | Add +9.3% |
| LBRDK Liberty Broadband-C | 0.04% | 7,670 | $420K | No change |
| AMT American Tower Corp. | 0.04% | 2,134 | $415K | Reduce -10.2% |
| EQIX Equinix Inc. | 0.04% | 548 | $415K | Reduce -6.5% |
| SBUX Starbucks Corp. | 0.04% | 5,246 | $408K | Reduce -29.6% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 3,407 | $404K | Reduce -30.0% |
| EW Edwards Lifesciences Corp. | 0.03% | 4,204 | $388K | Reduce -5.8% |
| BSCP Invesco Bulletshares 2025 CB | 0.03% | 18,244 | $373K | Reduce -1.2% |
| MCK McKesson Corp. | 0.03% | 637 | $372K | No change |
| NSC Norfolk Southern Corp. | 0.03% | 1,719 | $369K | No change |
| USRT iShares Core US REIT ETF | 0.03% | 6,756 | $362K | Reduce -3.1% |
| DE Deere & Co. | 0.03% | 949 | $355K | Add +1.9% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 2,065 | $339K | Reduce -28.1% |
| KMB Kimberly-Clark Corp. | 0.03% | 2,435 | $337K | Reduce -17.0% |
| TD Toronto-Dominion Bank | 0.03% | 6,017 | $331K | Add +0.0% |
| ESI Element Solutions Inc. | 0.03% | 12,038 | $326K | No change |
| FICO Fair Isaac Corp. | 0.03% | 217 | $323K | Reduce -6.9% |
| CDW CDW Corp. | 0.03% | 1,414 | $317K | Reduce -1.4% |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 2,849 | $314K | Add +8.8% |
| EOG EOG Resources Inc. | 0.03% | 2,457 | $309K | Add +7.9% |
| WTRG Essential Utilities Inc. | 0.03% | 8,240 | $308K | Reduce -34.1% |
| DD Dupont DE Nemours Inc. | 0.03% | 3,813 | $307K | Reduce -2.5% |
| CSX CSX Corp. | 0.03% | 9,117 | $305K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 2,371 | $305K | No change |
| BX Blackstone Inc. | 0.03% | 2,430 | $301K | Add +4.7% |
| DHI D.R. Horton Inc. | 0.03% | 2,107 | $297K | Add +5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 1,225 | $297K | No change |
| HUBB Hubbell Inc. | 0.02% | 785 | $287K | No change |
| LBRDA Liberty Broadband-A | 0.02% | 5,210 | $284K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 4,150 | $283K | Reduce -17.3% |
| MRSH Marsh & McLennan Cos | 0.02% | 1,329 | $280K | Add +2.1% |
| ORLY O'reilly Automotive Inc. | 0.02% | 260 | $275K | Add +6.1% |
| HIG Hartford Insurance Group Inc. | 0.02% | 2,649 | $266K | Reduce -3.6% |
| AMD Advanced Micro Devices | 0.02% | 1,625 | $264K | Add +6.3% |
| VZ Verizon Communications Inc. | 0.02% | 6,370 | $263K | Reduce -3.9% |
| TT Trane Technologies PLC | 0.02% | 790 | $260K | Add +4.0% |
| TSCO Tractor Supply Company | 0.02% | 955 | $258K | Reduce -8.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.02% | 13,398 | $257K | Reduce -2.9% |
| LMT Lockheed Martin Corp. | 0.02% | 535 | $250K | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 5,710 | $250K | No change |
| XLC SS Comm Select Sector SPDR | 0.02% | 2,897 | $248K | New |
| EPD Enterprise Products Partners | 0.02% | 8,460 | $245K | Add +1.0% |
| MU Micron Technology Inc. | 0.02% | 1,863 | $245K | New |
| SCHF Schwab Intl Equity ETF | 0.02% | 6,376 | $245K | Add +10.0% |
| CEF Sprott Physical Gold and Sil | 0.02% | 11,105 | $245K | No change |
| WCN Waste Connections Inc. | 0.02% | 1,391 | $244K | No change |
| HSY The Hershey Co. | 0.02% | 1,320 | $243K | Add +0.8% |
| XLV SS Health Care Select Sector | 0.02% | 1,602 | $233K | New |
| DOW Dow Inc. | 0.02% | 4,327 | $230K | Reduce -0.3% |
| ING ING Groep N.V.-Sponsored ADR | 0.02% | 13,389 | $229K | Reduce -30.6% |
| SO The Southern Co. | 0.02% | 2,950 | $229K | Add +2.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.02% | 11,706 | $225K | Reduce -0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 4,415 | $221K | Add +4.7% |
| DSGX The Descartes Systems Grp | 0.02% | 2,257 | $219K | New |
| PGR Progressive Corp. | 0.02% | 1,047 | $217K | No change |
| MRVL Marvell Technology Inc. | 0.02% | 3,110 | $217K | Add +7.1% |
| JCI Johnson Controls Internation | 0.02% | 3,254 | $216K | No change |
| IDXX Idexx Laboratories Inc. | 0.02% | 439 | $214K | No change |
| VXUS Vanguard Total Intl Stock | 0.02% | 3,525 | $213K | Reduce -18.0% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 3,566 | $210K | No change |
| PM Philip Morris International | 0.02% | 2,071 | $210K | New |
| AMP Ameriprise Financial Inc. | 0.02% | 488 | $208K | No change |
| CG The Carlyle Group Inc. | 0.02% | 5,065 | $203K | Add +2.0% |
| CYBIN INC | 0.00% | 50,000 | $13K | No change |
| GMOLQ General Moly Inc. | 0.00% | 11,550 | $0 | No change |