| AAPL Apple Inc. | 6.89% | 357,094 | $83.2M | Reduce -1.2% |
| MSFT Microsoft Corp. | 5.30% | 148,706 | $64.0M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 3.40% | 220,177 | $41.0M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 3.27% | 44,480 | $39.4M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.86% | 75,108 | $34.6M | Reduce -1.2% |
| IJH iShares Core S&P Midcap ETF | 2.38% | 461,544 | $28.8M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 2.37% | 46,250 | $28.6M | Reduce -0.9% |
| NVDA Nvidia Corp. | 2.31% | 229,781 | $27.9M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 2.25% | 164,158 | $27.2M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.04% | 147,196 | $24.6M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 1.96% | 202,430 | $23.7M | Add +4.7% |
| V Visa Inc. Class A | 1.93% | 84,865 | $23.3M | Add +0.1% |
| DHR Danaher Corp. | 1.89% | 81,910 | $22.8M | Reduce -0.1% |
| ECL Ecolab Inc. | 1.59% | 75,367 | $19.2M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 1.49% | 30,824 | $18.0M | Add +0.7% |
| SYK Stryker Corp. | 1.41% | 47,201 | $17.1M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 29,299 | $16.8M | Reduce -1.0% |
| HD Home Depot Inc. | 1.28% | 38,274 | $15.5M | Reduce -1.0% |
| URI United Rentals Inc. | 1.28% | 19,082 | $15.5M | Reduce -3.0% |
| AMGN Amgen Inc. | 1.15% | 42,913 | $13.8M | Reduce -0.2% |
| PEP Pepsico Inc. | 1.14% | 81,237 | $13.8M | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 1.09% | 126,624 | $13.2M | Add +3.8% |
| IWB iShares Russell 1000 ETF | 1.07% | 41,018 | $12.9M | Add +11.9% |
| INTU Intuit Inc. | 1.05% | 20,392 | $12.7M | Reduce -3.6% |
| ORCL Oracle Corp. | 1.03% | 72,981 | $12.4M | Reduce -1.1% |
| ISRG Intuitive Surgical Inc. | 0.89% | 21,996 | $10.8M | Reduce -3.4% |
| IVV iShares Core S&P 500 ETF | 0.89% | 18,577 | $10.7M | Add +3.5% |
| MCD McDonald's Corp. | 0.87% | 34,451 | $10.5M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 0.85% | 107,653 | $10.3M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.80% | 114,727 | $9.7M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 80,088 | $9.4M | Reduce -2.9% |
| APH Amphenol Corp. Class A | 0.76% | 141,432 | $9.2M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.75% | 43,176 | $9.1M | Add +3.6% |
| AON Aon PLC Class A | 0.75% | 26,091 | $9.0M | No change |
| UNP Union Pacific Corp. | 0.74% | 36,280 | $8.9M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.72% | 102,797 | $8.7M | Add +1.7% |
| EAGL Eagle Capital Select Eqty | 0.71% | 312,008 | $8.5M | No change |
| CSL Carlisle Cos Inc. | 0.68% | 18,211 | $8.2M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.67% | 15,383 | $8.1M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.65% | 13,810 | $7.9M | No change |
| MINT PIMCO Enhanced Short Maturit | 0.64% | 76,927 | $7.7M | Reduce -3.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 93,342 | $7.3M | Add +1.4% |
| WMT Walmart Inc. | 0.57% | 85,749 | $6.9M | Reduce -2.5% |
| IVE iShares S&P 500 Value ETF | 0.57% | 34,966 | $6.9M | Add +0.6% |
| ABBV Abbvie Inc. | 0.55% | 33,334 | $6.6M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 37,671 | $6.5M | Add +5.1% |
| PG The Procter & Gamble Co. | 0.53% | 36,960 | $6.4M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 0.52% | 18,387 | $6.3M | Add +4.6% |
| RTX RTX Corp. | 0.47% | 47,314 | $5.7M | Add +0.1% |
| ZTS Zoetis Inc. | 0.47% | 28,925 | $5.7M | Reduce -2.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.47% | 57,924 | $5.6M | Reduce -29.2% |
| AFL Aflac Inc. | 0.45% | 49,095 | $5.5M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 107,763 | $5.5M | Reduce -4.7% |
| CMI Cummins Inc. | 0.45% | 16,818 | $5.4M | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.44% | 24,306 | $5.4M | Reduce -0.2% |
| YUM Yum! Brands Inc. | 0.44% | 37,776 | $5.3M | Reduce -1.1% |
| CRM Salesforce Inc. | 0.44% | 19,233 | $5.3M | Add +4.4% |
| WWD Woodward Inc. | 0.43% | 30,169 | $5.2M | Add +1.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 136,475 | $5.1M | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 0.42% | 10,184 | $5.0M | Reduce -7.9% |
| CHD Church & Dwight Co. Inc. | 0.41% | 47,312 | $5.0M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.41% | 14,859 | $4.9M | Add +18.8% |
| JNJ Johnson & Johnson | 0.41% | 30,306 | $4.9M | Reduce -6.7% |
| FTNT Fortinet Inc. | 0.40% | 62,648 | $4.9M | Reduce -1.0% |
| LIN Linde PLC | 0.40% | 10,107 | $4.8M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.40% | 5,392 | $4.8M | Add +16.1% |
| TMUS T-Mobile US Inc. | 0.38% | 22,411 | $4.6M | Add +6.6% |
| CVX Chevron Corp. | 0.38% | 31,345 | $4.6M | Reduce -2.1% |
| IEMG iShares Core MSCI Emerging | 0.37% | 78,428 | $4.5M | Add +0.3% |
| PAYX Paychex Inc. | 0.37% | 33,339 | $4.5M | Reduce -9.9% |
| NOW ServiceNow Inc. | 0.36% | 4,858 | $4.3M | Add +7.2% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 22,533 | $4.2M | Add +0.1% |
| SHEL Shell PLC-ADR | 0.35% | 64,385 | $4.2M | Add +2.1% |
| MORN Morningstar Inc. | 0.34% | 12,965 | $4.1M | Reduce -4.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.33% | 3,856 | $4.0M | Add +5.0% |
| MAR Marriott International Class A | 0.33% | 16,011 | $4.0M | No change |
| NFLX Netflix Inc. | 0.33% | 5,568 | $3.9M | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.32% | 15,945 | $3.9M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.32% | 32,634 | $3.8M | Reduce -0.4% |
| CARR Carrier Global Corp. | 0.31% | 46,443 | $3.7M | Reduce -0.3% |
| NKE Nike Inc. Class B | 0.30% | 41,129 | $3.6M | Reduce -7.5% |
| BAH Booz Allen Hamilton Holdings | 0.29% | 21,404 | $3.5M | Add +2.0% |
| PLD Prologis Inc. | 0.29% | 27,369 | $3.5M | Reduce -1.9% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 46,290 | $3.4M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 6,956 | $3.4M | Add +0.9% |
| FTV Fortive Corp. | 0.28% | 42,106 | $3.3M | Reduce -5.0% |
| IQLT iShares MSCI International Q | 0.27% | 79,133 | $3.3M | Add +6.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 11,573 | $3.3M | Reduce -7.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 63,042 | $3.2M | Add +31.8% |
| CMCSA Comcast Corp. Class A | 0.27% | 76,608 | $3.2M | Reduce -0.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.26% | 38,830 | $3.2M | Reduce -7.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 36,656 | $3.0M | Add +3.4% |
| ACN Accenture PLC Class A | 0.25% | 8,500 | $3.0M | Add +9.9% |
| SPEM State Street SP PTF Em ETF | 0.24% | 71,469 | $3.0M | Reduce -0.1% |
| ELV Elevance Health Inc. | 0.24% | 5,670 | $2.9M | Reduce -6.8% |
| HON Honeywell International Inc. | 0.24% | 14,185 | $2.9M | Reduce -10.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 30,256 | $2.9M | Reduce -4.8% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 11,592 | $2.8M | Add +6.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.22% | 11,353 | $2.6M | No change |
| OTIS Otis Worldwide Corp. | 0.20% | 23,417 | $2.4M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.20% | 8,913 | $2.4M | Reduce -1.0% |
| ALGN Align Technology Inc. | 0.20% | 9,277 | $2.4M | Reduce -4.6% |
| COF Capital One Financial Corp. | 0.20% | 15,757 | $2.4M | No change |
| BDX Becton Dickinson and Co. | 0.19% | 9,675 | $2.3M | Reduce -0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 8,850 | $2.3M | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.19% | 37,078 | $2.3M | Add +11.9% |
| AZO AutoZone Inc. | 0.19% | 731 | $2.3M | Reduce -0.9% |
| GEV GE Vernova Inc. | 0.19% | 8,850 | $2.3M | Reduce -9.5% |
| CME Cme Group Inc. | 0.18% | 9,869 | $2.2M | Reduce -14.2% |
| VLTO Veralto Corp. | 0.18% | 19,432 | $2.2M | Add +2.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 41,073 | $2.2M | Reduce -2.8% |
| SCHB Schwab US Broad Market ETF | 0.18% | 32,409 | $2.2M | Reduce -0.4% |
| WM Waste Management Inc. | 0.18% | 10,381 | $2.2M | Reduce -5.6% |
| MS Morgan Stanley | 0.18% | 20,523 | $2.1M | Reduce -0.2% |
| GSLC Goldman Activebeta US LC ETF | 0.17% | 18,243 | $2.1M | Add +7.6% |
| MA Mastercard Inc. Class A | 0.17% | 4,151 | $2.0M | Add +5.4% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 30,193 | $2.0M | Add +5.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 25,536 | $2.0M | Reduce -0.8% |
| FAST Fastenal Co. | 0.17% | 28,131 | $2.0M | Reduce -9.2% |
| KVUE Kenvue Inc. | 0.17% | 86,488 | $2.0M | Reduce -7.3% |
| AER Aercap Holdings NV | 0.16% | 20,855 | $2.0M | No change |
| WFC Wells Fargo & Co. | 0.16% | 34,714 | $2.0M | Reduce -0.8% |
| ITW Illinois Tool Works | 0.16% | 7,459 | $2.0M | Add +1.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.16% | 19,414 | $1.9M | Add +1.6% |
| C Citigroup Inc. | 0.16% | 30,936 | $1.9M | Add +0.0% |
| AVGO Broadcom Inc. | 0.16% | 10,937 | $1.9M | Add +16.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 27,737 | $1.9M | Add +72.9% |
| EBAY eBay Inc. | 0.15% | 28,644 | $1.9M | Reduce -2.9% |
| PFE Pfizer Inc. | 0.15% | 63,137 | $1.8M | Reduce -8.8% |
| PSX Phillips 66 | 0.14% | 13,164 | $1.7M | Reduce -3.6% |
| PBE Invesco Biotechnology & Geno | 0.14% | 24,556 | $1.7M | Reduce -0.2% |
| CL Colgate-Palmolive Co. | 0.14% | 16,090 | $1.7M | Reduce -6.7% |
| MRK Merck & Co. Inc. | 0.14% | 14,696 | $1.7M | Add +32.0% |
| AXP American Express Co. | 0.14% | 6,086 | $1.7M | Add +2.1% |
| ACWI iShares MSCI Acwi ETF | 0.13% | 13,200 | $1.6M | Reduce -52.3% |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 8,765 | $1.6M | Add +49.3% |
| COP Conocophillips | 0.12% | 13,795 | $1.5M | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.11% | 25,268 | $1.3M | Reduce -6.8% |
| TDG Transdigm Group Inc. | 0.11% | 898 | $1.3M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.11% | 13,837 | $1.3M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.10% | 9,585 | $1.3M | Reduce -1.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.10% | 39,306 | $1.2M | Reduce -2.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.09% | 12,183 | $1.1M | Reduce -13.5% |
| ADP Automatic Data Processing | 0.09% | 3,996 | $1.1M | Reduce -2.4% |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 18,750 | $1.1M | Add +6.5% |
| PYPL PayPal Holdings Inc. | 0.09% | 13,322 | $1.0M | Reduce -5.9% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 5,089 | $1.0M | Reduce -3.6% |
| VOYA Voya Financial Inc. | 0.08% | 12,557 | $995K | No change |
| KO The Coca-Cola Co. | 0.08% | 13,736 | $987K | Reduce -3.1% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 18,956 | $981K | Reduce -2.2% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.08% | 11,082 | $972K | Add +19.4% |
| CHTR Charter Communications Inc. Class A | 0.08% | 2,983 | $967K | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.08% | 18,580 | $938K | Add +64.6% |
| APO Apollo Global Management Inc. | 0.08% | 7,498 | $937K | Add +7.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 4,075 | $901K | Reduce -1.0% |
| SAP Sap SE-Sponsored ADR | 0.07% | 3,915 | $897K | No change |
| CVS CVS Health Corp. | 0.07% | 13,590 | $855K | Reduce -5.5% |
| XLE SS Energy Select Sector | 0.07% | 9,710 | $853K | Add +18.6% |
| GSY Invesco Ultra Short Duration | 0.07% | 16,840 | $845K | Add +5.9% |
| LYB Lyondellbasell Indu Class A | 0.07% | 8,667 | $831K | Add +0.6% |
| HUM Humana Inc. | 0.07% | 2,572 | $815K | No change |
| SCHA Schwab US Small-Cap ETF | 0.07% | 15,726 | $810K | Add +4.8% |
| CI The Cigna Group | 0.07% | 2,303 | $798K | Add +18.7% |
| LECO Lincoln Electric Holdings | 0.06% | 4,068 | $781K | Reduce -0.0% |
| EEM iShares MSCI Emerging Market | 0.06% | 17,004 | $780K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.06% | 3,847 | $777K | Reduce -3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,991 | $764K | Add +1.6% |
| VNQ Vanguard Real Estate ETF | 0.06% | 7,739 | $754K | Add +1.0% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,983 | $744K | No change |
| EUSA iShares MSCI USA Equal Weigh | 0.06% | 7,700 | $737K | No change |
| SCHM Schwab US Mid Cap ETF | 0.06% | 8,690 | $722K | Add +3.2% |
| WDAY Workday Inc. Class A | 0.06% | 2,954 | $722K | Add +26.4% |
| PIO Invesco Global Water ETF | 0.06% | 16,584 | $714K | Reduce -0.5% |
| MMM 3M Co. | 0.06% | 5,044 | $690K | Reduce -3.2% |
| TSLA Tesla Inc. | 0.06% | 2,613 | $684K | Add +16.7% |
| ABT Abbott Laboratories | 0.06% | 5,926 | $676K | Reduce -8.2% |
| CAT Caterpillar Inc. | 0.06% | 1,716 | $671K | Reduce -2.8% |
| CTSH Cognizant Tech Solutions-A | 0.06% | 8,687 | $670K | Reduce -17.9% |
| CASY Casey's General Stores Inc. | 0.05% | 1,756 | $660K | Add +7.6% |
| SHW The Sherwin-Williams Co. | 0.05% | 1,722 | $657K | Add +10.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.05% | 11,336 | $643K | Reduce -29.3% |
| PWR Quanta Services Inc. | 0.05% | 2,152 | $642K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.05% | 11,800 | $634K | Add +30.9% |
| XLK SS Technology Select Sector | 0.05% | 2,794 | $631K | Add +0.4% |
| SUB iShares Short-Term National | 0.05% | 5,917 | $628K | Reduce -4.4% |
| ADBE Adobe Inc. | 0.05% | 1,200 | $621K | Add +25.8% |
| GEHC GE Healthcare Technology | 0.05% | 6,500 | $610K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 15,364 | $610K | Reduce -15.0% |
| REGN Regeneron Pharmaceuticals | 0.05% | 577 | $607K | No change |
| LBRDK Liberty Broadband-C | 0.05% | 7,670 | $593K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.05% | 19,338 | $586K | Add +16.0% |
| ICSH iShares Ultra Short Duration | 0.05% | 11,210 | $569K | Add +1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 3,991 | $567K | Reduce -6.1% |
| YUMC Yum China Holdings Inc. | 0.05% | 12,189 | $549K | Reduce -24.8% |
| EMR Emerson Electric Co. | 0.04% | 4,916 | $538K | Add +1.6% |
| SBUX Starbucks Corp. | 0.04% | 5,408 | $527K | Add +3.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 8,036 | $506K | Add +0.0% |
| GILD Gilead Sciences Inc. | 0.04% | 6,030 | $506K | Reduce -4.7% |
| XLF SS Financial Select Sector | 0.04% | 10,698 | $485K | Reduce -17.4% |
| CPT Camden Property Trust | 0.04% | 3,911 | $483K | Reduce -6.1% |
| EQIX Equinix Inc. | 0.04% | 542 | $481K | Reduce -1.1% |
| AA Alcoa Corp. | 0.04% | 12,363 | $477K | No change |
| NVS Novartis AG-Sponsored ADR | 0.04% | 4,123 | $474K | No change |
| TXN Texas Instruments Inc. | 0.04% | 2,275 | $470K | Add +3.0% |
| IWD iShares Russell 1000 Value E | 0.04% | 2,471 | $469K | No change |
| VYM Vanguard High DVD Yield ETF | 0.04% | 3,631 | $465K | Add +6.6% |
| EFA iShares MSCI Eafe ETF | 0.04% | 5,547 | $464K | No change |
| AMT American Tower Corp. | 0.04% | 1,960 | $456K | Reduce -8.2% |
| OXY Occidental Petroleum Corp. | 0.04% | 8,553 | $441K | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,826 | $433K | Reduce -36.9% |
| NSC Norfolk Southern Corp. | 0.04% | 1,719 | $427K | No change |
| CPRT Copart Inc. | 0.03% | 7,856 | $412K | No change |
| DHI D.R. Horton Inc. | 0.03% | 2,127 | $406K | Add +0.9% |
| QCOM Qualcomm Inc. | 0.03% | 2,365 | $402K | Add +3.7% |
| LMT Lockheed Martin Corp. | 0.03% | 685 | $400K | Add +28.0% |
| LBRDA Liberty Broadband-A | 0.03% | 5,210 | $400K | No change |
| DE Deere & Co. | 0.03% | 949 | $396K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 3,284 | $391K | Add +11.3% |
| USRT iShares Core US REIT ETF | 0.03% | 6,349 | $391K | Reduce -6.0% |
| TD Toronto-Dominion Bank | 0.03% | 6,017 | $381K | No change |
| FICO Fair Isaac Corp. | 0.03% | 191 | $371K | Reduce -12.0% |
| BX Blackstone Inc. | 0.03% | 2,420 | $371K | Reduce -0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 2,045 | $366K | Reduce -1.0% |
| BSCP Invesco Bulletshares 2025 CB | 0.03% | 17,512 | $362K | Reduce -4.0% |
| FDX FedEx Corp. | 0.03% | 1,298 | $355K | Reduce -7.6% |
| KMB Kimberly-Clark Corp. | 0.03% | 2,436 | $347K | Add +0.0% |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 2,849 | $334K | No change |
| DD Dupont DE Nemours Inc. | 0.03% | 3,738 | $333K | Reduce -2.0% |
| HUBB Hubbell Inc. | 0.03% | 775 | $332K | Reduce -1.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 2,371 | $331K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 4,050 | $327K | Reduce -2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 1,225 | $323K | No change |
| MCK McKesson Corp. | 0.03% | 637 | $315K | No change |
| HIG Hartford Insurance Group Inc. | 0.03% | 2,649 | $312K | No change |
| MRSH Marsh & McLennan Cos | 0.03% | 1,389 | $310K | Add +4.5% |
| TT Trane Technologies PLC | 0.03% | 790 | $307K | No change |
| CSX CSX Corp. | 0.03% | 8,817 | $304K | Reduce -3.3% |
| WTRG Essential Utilities Inc. | 0.02% | 7,770 | $300K | Reduce -5.7% |
| EOG EOG Resources Inc. | 0.02% | 2,332 | $287K | Reduce -5.1% |
| ORLY O'reilly Automotive Inc. | 0.02% | 245 | $282K | Reduce -5.8% |
| TSCO Tractor Supply Company | 0.02% | 955 | $278K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 5,710 | $273K | No change |
| AMD Advanced Micro Devices | 0.02% | 1,661 | $273K | Add +2.2% |
| SCHK Schwab 1000 Index ETF | 0.02% | 4,919 | $272K | New |
| CEF Sprott Physical Gold and Sil | 0.02% | 11,105 | $272K | No change |
| PGR Progressive Corp. | 0.02% | 1,058 | $268K | Add +1.1% |
| HCA HCA Healthcare Inc. | 0.02% | 659 | $268K | New |
| SCHF Schwab Intl Equity ETF | 0.02% | 6,460 | $266K | Add +1.3% |
| XLC SS Comm Select Sector SPDR | 0.02% | 2,919 | $264K | Add +0.8% |
| PM Philip Morris International | 0.02% | 2,158 | $262K | Add +4.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.02% | 13,158 | $257K | Reduce -1.8% |
| HSY The Hershey Co. | 0.02% | 1,320 | $253K | No change |
| WCN Waste Connections Inc. | 0.02% | 1,391 | $249K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,603 | $247K | Add +0.1% |
| SO The Southern Co. | 0.02% | 2,731 | $246K | Reduce -7.4% |
| JGRO JPMorgan Active Growth ETF | 0.02% | 3,201 | $246K | New |
| VZ Verizon Communications Inc. | 0.02% | 5,426 | $244K | Reduce -14.8% |
| ING ING Groep N.V.-Sponsored ADR | 0.02% | 13,389 | $243K | No change |
| IDXX Idexx Laboratories Inc. | 0.02% | 479 | $242K | Add +9.1% |
| ETR Entergy Corp. | 0.02% | 1,831 | $241K | New |
| EPD Enterprise Products Partners | 0.02% | 8,248 | $240K | Reduce -2.5% |
| DOW Dow Inc. | 0.02% | 4,327 | $236K | No change |
| DSGX The Descartes Systems Grp | 0.02% | 2,257 | $232K | No change |
| AMP Ameriprise Financial Inc. | 0.02% | 488 | $229K | No change |
| ONTO Onto Innovation Inc. | 0.02% | 1,091 | $226K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 4,415 | $226K | No change |
| MBCN Middlefield Banc Corp. | 0.02% | 7,816 | $225K | New |
| VXUS Vanguard Total Intl Stock | 0.02% | 3,450 | $223K | Reduce -2.1% |
| RBC RBC Bearings Inc. | 0.02% | 743 | $222K | New |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 3,566 | $222K | No change |
| SHOP Shopify Inc. Class A | 0.02% | 2,736 | $219K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.02% | 11,091 | $219K | Reduce -5.3% |
| ESI Element Solutions Inc. | 0.02% | 8,038 | $218K | Reduce -33.2% |
| CG The Carlyle Group Inc. | 0.02% | 5,065 | $218K | No change |
| JCI Johnson Controls Internation | 0.02% | 2,794 | $217K | Reduce -14.1% |
| EW Edwards Lifesciences Corp. | 0.02% | 3,269 | $216K | Reduce -22.2% |
| MDY State Street SPDR S&P Midcap | 0.02% | 368 | $210K | New |
| GIS General Mills Inc. | 0.02% | 2,836 | $209K | New |
| IYF iShares US Financials ETF | 0.02% | 1,950 | $203K | New |
| FISV Fiserv Inc. | 0.02% | 1,125 | $202K | New |