Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES CORE S&P 500 ETF	103,486	$60.92M	15.3%	$403.43	—	ETF	464287200
AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	443,629	$42.99M	10.8%	$98.80	—	ETF	464287226
VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	644,049	$30.8M	7.7%	$47.69	—	ETF	921943858
FBND	FIDELITY TOTAL BOND ETF	653,202	$29.31M	7.4%	$45.14	—	ETF	316188309
IUSG	ISHARES CORE S&P U.S. GROWTH ETF	175,369	$24.44M	6.1%	$62.24	—	ETF	464287671
JPST	JPMORGAN ULTRA-SHORT INCOME ETF	409,592	$20.63M	5.2%	$50.31	—	ETF	46641Q837
SHV	ISHARES SHORT TREASURY BOND ETF	180,250	$19.85M	5.0%	$110.36	—	ETF	464288679
FDVV	FIDELITY HIGH DIVIDEND ETF	310,624	$15.51M	3.9%	$42.18	—	ETF	316092840
JCPB	JPMORGAN CORE PLUS BOND ETF	327,926	$15.11M	3.8%	$46.72	—	ETF	46641Q670
DSI	ISHARES MSCI KLD 400 SOCIAL ETF	99,105	$10.93M	2.7%	$82.63	—	ETF	464288570
VIG	VANGUARD DIVIDEND APPRECIATION ETF	53,204	$10.42M	2.6%	$186.29	—	ETF	921908844
SGOV	ISHARES 0-3 MONTH TREASURY BOND ETF	91,626	$9.192M	2.3%	$100.71	—	ETF	46436E718
EAGG	ISHARES ESG AWARE US AGGREGATE BOND ETF	162,622	$7.552M	1.9%	$48.87	—	ETF	46435U549
IJH	ISHARES CORE S&P MID-CAP ETF	120,533	$7.51M	1.9%	$94.01	—	ETF	464287507
IJR	ISHARES CORE S&P SMALL CAP ETF	60,403	$6.96M	1.7%	$100.93	—	ETF	464287804
AAPL	APPLE INC COM	22,503	$5.635M	1.4%	$101.00	+132.2%	Stock	037833100
ESGD	ISHARES ESG AWARE MSCI EAFE ETF	73,517	$5.598M	1.4%	$75.63	—	ETF	46435G516
SPEM	SPDR PORTFOLIO EMERGING MARKETS ETF	103,952	$3.989M	1.0%	$40.36	—	ETF	78463X509
MSFT	MICROSOFT CORP COM	8,483	$3.576M	0.9%	$216.22	+95.3%	Stock	594918104
NULV	NUVEEN ESG LARGE-CAP VALUE ETF	72,590	$2.858M	0.7%	$36.06	—	ETF	67092P300
USMV	ISHARES MSCI USA MIN VOL FACTOR ETF	31,665	$2.812M	0.7%	$56.82	—	ETF	46429B697
NULG	NUVEEN ESG LARGE-CAP GROWTH ETF	31,278	$2.685M	0.7%	$65.93	—	ETF	67092P201
SPSB	SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	80,800	$2.413M	0.6%	$30.23	—	ETF	78464A474
VOO	VANGUARD S&P 500 ETF	4,238	$2.284M	0.6%	$348.53	—	ETF	922908363
SHY	ISHARES 1-3 YEAR TREASURY BOND ETF	23,272	$1.908M	0.5%	$83.15	—	ETF	464287457
FIW	FIRST TRUST WATER ETF	17,833	$1.82M	0.5%	$85.51	—	ETF	33733B100
AMZN	AMAZON COM INC COM	6,776	$1.487M	0.4%	$132.27	+54.7%	Stock	023135106
DVY	ISHARES SELECT DIVIDEND ETF	10,895	$1.43M	0.4%	$116.81	—	ETF	464287168
IWD	ISHARES RUSSELL 1000 VALUE ETF	7,573	$1.402M	0.4%	$138.91	—	ETF	464287598
QQQ	INVESCO QQQ TRUST SERIES I	2,727	$1.394M	0.4%	$290.00	—	ETF	46090E103
ESML	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	28,027	$1.179M	0.3%	$38.18	—	ETF	46435U663
HWM	HOWMET AEROSPACE INC COM	10,000	$1.094M	0.3%	$21.94	+397.6%	Stock	443201108
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	2,285	$1.036M	0.3%	$245.60	+88.0%	Stock	084670702
GOOGL	ALPHABET INC CAP STK CL A	4,924	$932K	0.2%	$121.70	+43.1%	Stock	02079K305
VO	VANGUARD MID-CAP ETF	3,410	$901K	0.2%	$235.97	—	ETF	922908629
COST	COSTCO WHSL CORP NEW COM	940	$861K	0.2%	$435.99	+111.6%	Stock	22160K105
NVDA	NVIDIA CORPORATION COM	6,069	$815K	0.2%	$96.70	+42.5%	Stock	67066G104
ESGE	ISHARES ESG AWARE MSCI EM ETF	23,797	$795K	0.2%	$37.85	—	ETF	46434G863
DGRO	ISHARES CORE DIVIDEND GROWTH ETF	12,411	$761K	0.2%	$49.39	—	ETF	46434V621
IUSV	ISHARES CORE S&P US VALUE ETF	7,695	$712K	0.2%	$72.43	—	ETF	464287663
JEPI	JPMORGAN EQUITY PREMIUM INCOME ETF	12,287	$707K	0.2%	$59.74	—	ETF	46641Q332
EFAV	ISHARES MSCI EAFE MIN VOL FACTOR ETF	9,230	$653K	0.2%	$63.66	—	ETF	46429B689
VZ	VERIZON COMMUNICATIONS INC COM	15,862	$634K	0.2%	$34.21	+15.2%	Stock	92343V104
FHLC	FIDELITY MSCI HEALTH CARE INDEX ETF	9,576	$626K	0.2%	$59.03	—	ETF	316092600
LLY	ELI LILLY & CO COM	739	$570K	0.1%	$252.97	+224.6%	Stock	532457108
JPM	JPMORGAN CHASE & CO. COM	2,280	$547K	0.1%	$104.40	+118.4%	Stock	46625H100
IWM	ISHARES RUSSELL 2000 ETF	2,463	$544K	0.1%	$204.10	—	ETF	464287655
ICSH	ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF	10,714	$540K	0.1%	$50.28	—	ETF	46434V878
TMO	THERMO FISHER SCIENTIFIC INC COM	1,036	$539K	0.1%	$502.23	+9.0%	Stock	883556102
V	VISA INC COM CL A	1,697	$536K	0.1%	$238.15	+25.3%	Stock	92826C839
VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	6,775	$529K	0.1%	$77.58	—	ETF	92206C409
IHI	ISHARES U.S. MEDICAL DEVICES ETF	8,932	$521K	0.1%	$98.14	—	ETF	464288810
META	META PLATFORMS INC CL A	875	$512K	0.1%	$297.54	+96.5%	Stock	30303M102
GOOG	ALPHABET INC CAP STK CL C	2,670	$508K	0.1%	$116.24	+51.1%	Stock	02079K107
ADP	AUTOMATIC DATA PROCESSING INC COM	1,682	$492K	0.1%	$168.67	+70.7%	Stock	053015103
PZA	INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF	20,647	$487K	0.1%	$26.09	—	ETF	46138E537
EFA	ISHARES MSCI EAFE ETF	6,264	$474K	0.1%	$72.87	—	ETF	464287465
FUTY	FIDELITY MSCI UTILITIES INDEX ETF	9,593	$468K	0.1%	$45.10	—	ETF	316092865
VB	VANGUARD SMALL-CAP ETF	1,829	$440K	0.1%	$202.59	—	ETF	922908751
IWF	ISHARES RUSSELL 1000 GROWTH ETF	1,094	$439K	0.1%	$391.93	—	ETF	464287614
EMNT	PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND	4,040	$398K	0.1%	$99.74	—	ETF	72201R643
FDRR	FIDELITY DIVIDEND ETF FOR RISING RATES	7,692	$395K	0.1%	$42.11	—	ETF	316092832
SRLN	SPDR BLACKSTONE SENIOR LOAN ETF	9,276	$387K	0.1%	$42.12	—	ETF	78467V608
RTX	RTX CORPORATION COM	3,315	$384K	0.1%	$78.60	+50.5%	Stock	75513E101
HD	HOME DEPOT INC COM	956	$372K	0.1%	$246.10	+61.4%	Stock	437076102
AVGO	BROADCOM INC COM	1,604	$372K	0.1%	$154.21	+18.6%	Stock	11135F101
PG	PROCTER AND GAMBLE CO COM	2,125	$356K	0.1%	$119.67	+38.5%	Stock	742718109
PEP	PEPSICO INC COM	2,232	$339K	0.1%	$111.77	+40.1%	Stock	713448108
UNH	UNITEDHEALTH GROUP INC COM	639	$323K	0.1%	$349.55	+58.2%	Stock	91324P102
—	ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF	13,932	$323K	0.1%	$23.30	—	ETF	46435U168
VWO	VANGUARD FTSE EMERGING MARKETS ETF	7,287	$321K	0.1%	$49.62	—	ETF	922042858
IBTG	ISHARES IBONDS DEC 2026 TERM TREASURY ETF	13,907	$317K	0.1%	$22.73	—	ETF	46436E858
IDEV	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	4,872	$314K	0.1%	$60.98	—	ETF	46435G326
—	ISHARES IBONDS DEC 2025 TERM TREASURY ETF	13,398	$312K	0.1%	$23.26	—	ETF	46436E866
SUSB	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	12,448	$307K	0.1%	$25.00	—	ETF	46435G243
TSLA	TESLA INC COM	753	$304K	0.1%	$246.09	+30.7%	Stock	88160R101
LRCX	LAM RESEARCH CORP COM NEW	4,190	$303K	0.1%	$76.05	-1.4%	Stock	512807306
PRFZ	INVESCO FTSE RAFI US 1500 SMALL-MID ETF	6,800	$283K	0.1%	$54.27	—	ETF	46137V597
VTEB	VANGUARD TAX-EXEMPT BOND ETF	5,505	$276K	0.1%	$49.41	—	ETF	922907746
XLE	ENERGY SELECT SECTOR SPDR FUND	3,146	$269K	0.1%	$85.78	—	ETF	81369Y506
CVX	CHEVRON CORP NEW COM	1,858	$269K	0.1%	$125.53	+15.9%	Stock	166764100
AOA	ISHARES CORE AGGRESSIVE ALLOCATION ETF	3,501	$268K	0.1%	$69.41	—	ETF	464289859
SPY	SPDR S&P 500 ETF TRUST	456	$267K	0.1%	$297.52	—	ETF	78462F103
ESGU	ISHARES ESG AWARE MSCI USA ETF	2,067	$266K	0.1%	$87.91	—	ETF	46435G425
IVW	ISHARES S&P 500 GROWTH ETF	2,619	$266K	0.1%	$62.46	—	ETF	464287309
IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	5,045	$261K	0.1%	$54.05	—	ETF	464288646
GWW	GRAINGER W W INC COM	244	$257K	0.1%	$426.26	+161.8%	Stock	384802104
AMGN	AMGEN INC COM	980	$255K	0.1%	$160.39	+78.3%	Stock	031162100
IBTH	ISHARES IBONDS DEC 2027 TERM TREASURY ETF	11,484	$255K	0.1%	$22.16	—	ETF	46436E841
XAR	SPDR S&P AEROSPACE & DEFENSE ETF	1,520	$252K	0.1%	$124.15	—	ETF	78464A631
JNJ	JOHNSON & JOHNSON COM	1,641	$237K	0.1%	$115.82	+29.2%	Stock	478160104
KO	COCA COLA CO COM	3,671	$229K	0.1%	$45.29	+39.3%	Stock	191216100
IBM	INTERNATIONAL BUSINESS MACHS COM	927	$204K	0.1%	$114.93	+88.2%	Stock	459200101
ACWV	ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	1,860	$203K	0.1%	$90.67	—	ETF	464286525
MCD	MCDONALDS CORP COM	695	$201K	0.1%	$211.25	+37.4%	Stock	580135101
QUAL	ISHARES MSCI USA QUALITY FACTOR ETF	1,106	$197K	0.0%	$123.51	—	ETF	46432F339
AXP	AMERICAN EXPRESS CO COM	621	$184K	0.0%	$158.67	+78.7%	Stock	025816109
FTEC	FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	980	$181K	0.0%	$105.49	—	ETF	316092808
IEFA	ISHARES CORE MSCI EAFE ETF	2,567	$180K	0.0%	$70.43	—	ETF	46432F842
LMT	LOCKHEED MARTIN CORP COM	370	$180K	0.0%	$342.91	+53.7%	Stock	539830109
CRM	SALESFORCE INC COM	518	$173K	0.0%	$258.85	+22.4%	Stock	79466L302
ESGV	VANGUARD ESG U.S. STOCK ETF	1,637	$172K	0.0%	$75.64	—	ETF	921910733
EBC	EASTERN BANKSHARES INC COM	9,912	$171K	0.0%	$15.17	+11.2%	Stock	27627N105
CWST	CASELLA WASTE SYS INC CL A	1,600	$169K	0.0%	$71.67	+47.3%	Stock	147448104
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	1,293	$162K	0.0%	$110.18	—	ETF	464287705
—	ROYCE SMALL CAP TRUST INC COM	10,217	$161K	0.0%	$15.44	—	CEF	780910105
IFRA	ISHARES U.S. INFRASTRUCTURE ETF	3,429	$159K	0.0%	$33.97	—	ETF	46435U713
MINT	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	1,503	$151K	0.0%	$100.34	—	ETF	72201R833
TJX	TJX COS INC NEW COM	1,186	$143K	0.0%	$53.08	+121.8%	Stock	872540109
CI	THE CIGNA GROUP COM	515	$142K	0.0%	$255.89	+21.7%	Stock	125523100
BIIB	BIOGEN INC COM	927	$142K	0.0%	$277.19	-39.2%	Stock	09062X103
ABBV	ABBVIE INC COM	797	$142K	0.0%	$117.77	+50.6%	Stock	00287Y109
SPYG	SPDR PORTFOLIO S&P 500 GROWTH ETF	1,600	$141K	0.0%	$66.25	—	ETF	78464A409
EEMV	ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	2,399	$139K	0.0%	$62.25	—	ETF	464286533
MA	MASTERCARD INCORPORATED CL A	260	$137K	0.0%	$431.38	+19.3%	Stock	57636Q104
WM	WASTE MGMT INC DEL COM	660	$133K	0.0%	$139.77	+51.0%	Stock	94106L109
MGK	VANGUARD MEGA CAP GROWTH ETF	380	$130K	0.0%	$343.41	—	ETF	921910816
BLK	BLACKROCK INC COM	127	$130K	0.0%	$853.30	+16.1%	Stock	09290D101
—	KELLANOVA COM	1,605	$130K	0.0%	$56.18	+39.1%	Stock	487836108
VTI	VANGUARD TOTAL STOCK MARKET ETF	448	$130K	0.0%	$280.60	—	ETF	922908769
PAYX	PAYCHEX INC COM	913	$128K	0.0%	$102.65	+33.8%	Stock	704326107
XOM	EXXON MOBIL CORP COM	1,161	$125K	0.0%	$61.83	+81.7%	Stock	30231G102
IVE	ISHARES S&P 500 VALUE ETF	638	$122K	0.0%	$155.17	—	ETF	464287408
ORCL	ORACLE CORP COM	730	$122K	0.0%	$90.61	+94.1%	Stock	68389X105
AJG	GALLAGHER ARTHUR J & CO COM	426	$121K	0.0%	$235.94	+22.1%	Stock	363576109
PFE	PFIZER INC COM	4,504	$119K	0.0%	$28.05	-10.5%	Stock	717081103
GOVT	ISHARES U.S. TREASURY BOND ETF	5,112	$117K	0.0%	$23.19	—	ETF	46429B267
DHR	DANAHER CORPORATION COM	507	$116K	0.0%	$237.84	+2.6%	Stock	235851102
AA	ALCOA CORP COM	3,000	$113K	0.0%	$40.63	+0.9%	Stock	013872106
MDY	SPDR S&P MIDCAP 400 ETF TRUST	198	$113K	0.0%	$485.75	—	ETF	78467Y107
—	DNP SELECT INCOME FD INC COM	12,765	$113K	0.0%	$10.86	—	CEF	23325P104
CSCO	CISCO SYS INC COM	1,854	$110K	0.0%	$42.15	+31.4%	Stock	17275R102
EEM	ISHARES MSCI EMERGING MARKETS ETF	2,623	$110K	0.0%	$50.19	—	ETF	464287234
ITA	ISHARES U.S. AEROSPACE & DEFENSE ETF	752	$109K	0.0%	$104.38	—	ETF	464288760
NUDM	NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF	3,600	$108K	0.0%	$31.13	—	ETF	67092P805
ACN	ACCENTURE PLC IRELAND SHS CLASS A	295	$104K	0.0%	$311.35	+13.9%	Stock	G1151C101
VGT	VANGUARD INFORMATION TECHNOLOGY ETF	166	$103K	0.0%	$375.35	—	ETF	92204A702
APH	AMPHENOL CORP NEW CL A	1,480	$103K	0.0%	$62.23	+11.4%	Stock	032095101
XJH	ISHARES ESG SCREENED S&P MID-CAP ETF	2,413	$101K	0.0%	$36.82	—	ETF	46436E551
OKE	ONEOK INC NEW COM	1,000	$100K	0.0%	$73.92	+31.0%	Stock	682680103
CME	CME GROUP INC COM	425	$98,698	0.0%	$194.99	+12.7%	Stock	12572Q105
XT	ISHARES EXPONENTIAL TECHNOLOGIES ETF	1,637	$97,663	0.0%	$61.73	—	ETF	46434V381
WSO	WATSCO INC COM	205	$97,147	0.0%	$457.10	+10.8%	Stock	942622200
IYC	ISHARES U.S. CONSUMER DISCRETIONARY ETF	1,000	$96,140	0.0%	$77.00	—	ETF	464287580
ETN	EATON CORP PLC SHS	289	$95,910	0.0%	$238.73	+45.4%	Stock	G29183103
SPGI	S&P GLOBAL INC COM	190	$94,626	0.0%	$395.84	+27.1%	Stock	78409V104
GD	GENERAL DYNAMICS CORP COM	350	$92,222	0.0%	$184.00	+53.2%	Stock	369550108
GILD	GILEAD SCIENCES INC COM	997	$92,093	0.0%	$62.70	+38.8%	Stock	375558103
EMR	EMERSON ELEC CO COM	725	$89,849	0.0%	$68.17	+74.6%	Stock	291011104
KMI	KINDER MORGAN INC DEL COM	3,258	$89,265	0.0%	$14.95	+66.5%	Stock	49456B101
GSIE	GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF	2,582	$86,077	0.0%	$32.84	—	ETF	381430107
DE	DEERE & CO COM	203	$86,011	0.0%	$360.63	+14.8%	Stock	244199105
KR	KROGER CO COM	1,398	$85,488	0.0%	$38.24	+50.0%	Stock	501044101
ITW	ILLINOIS TOOL WKS INC COM	334	$84,689	0.0%	$207.67	+23.9%	Stock	452308109
HON	HONEYWELL INTL INC COM	372	$84,031	0.0%	$194.42	+4.7%	Stock	438516106
BR	BROADRIDGE FINL SOLUTIONS INC COM	366	$82,749	0.0%	$182.43	+20.5%	Stock	11133T103
T	AT&T INC COM	3,617	$82,368	0.0%	$16.13	+33.4%	Stock	00206R102
OSW	ONESPAWORLD HOLDINGS LIMITED COM	4,107	$81,729	0.0%	$10.05	+82.9%	Stock	P73684113
SHW	SHERWIN WILLIAMS CO COM	239	$81,243	0.0%	$310.23	+19.1%	Stock	824348106
NFLX	NETFLIX INC COM	91	$81,110	0.0%	$40.57	+102.9%	Stock	64110L106
LQDH	ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF	870	$80,684	0.0%	$96.35	—	ETF	46431W705
PAAA	PGIM AAA CLO ETF	1,564	$80,077	0.0%	$51.20	—	ETF	69344A834
IAU	ISHARES GOLD TRUST	1,590	$78,721	0.0%	$34.22	—	ETF	464285204
KMB	KIMBERLY-CLARK CORP COM	598	$78,362	0.0%	$118.39	+9.9%	Stock	494368103
MRK	MERCK & CO INC COM	787	$78,291	0.0%	$84.40	+17.0%	Stock	58933Y105
GE	GE AEROSPACE COM NEW	461	$76,953	0.0%	$104.32	+69.8%	Stock	369604301
MGV	VANGUARD MEGA CAP VALUE ETF	592	$73,947	0.0%	$124.91	—	ETF	921910840
PULS	PGIM ULTRA SHORT BOND ETF	1,488	$73,730	0.0%	$49.55	—	ETF	69344A107
—	VIRTUS TOTAL RETURN FD INC COM	11,900	$69,734	0.0%	$12.56	—	CEF	92835W107
AOR	ISHARES CORE GROWTH ALLOCATION ETF	1,213	$69,537	0.0%	$53.92	—	ETF	464289867
IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	1,328	$69,348	0.0%	$49.98	—	ETF	46434G103
WRB	BERKLEY W R CORP COM	1,170	$68,468	0.0%	$51.94	+11.4%	Stock	084423102
CMCSA	COMCAST CORP NEW CL A	1,795	$67,366	0.0%	$50.57	-20.9%	Stock	20030N101
WMT	WALMART INC COM	745	$67,311	0.0%	$71.86	+19.4%	Stock	931142103
AGM	FEDERAL AGRIC MTG CORP CL C	341	$67,160	0.0%	$107.83	+77.2%	Stock	313148306
—	COHEN & STEERS TOTAL RETURN RL COM	5,650	$65,427	0.0%	$16.24	—	CEF	19247R103
STIP	ISHARES 0-5 YEAR TIPS BOND ETF	644	$64,783	0.0%	$103.08	—	ETF	46429B747
ABT	ABBOTT LABS COM	570	$64,473	0.0%	$109.20	+3.8%	Stock	002824100
WTRG	ESSENTIAL UTILS INC COM	1,766	$64,141	0.0%	$37.10	+4.6%	Stock	29670G102
ILCV	ISHARES MORNINGSTAR VALUE ETF	788	$63,812	0.0%	$80.98	—	ETF	464288109
HUM	HUMANA INC COM	242	$61,398	0.0%	$406.77	-35.2%	Stock	444859102
FERG	FERGUSON ENTERPRISES INC COMMON STOCK NEW	350	$60,750	0.0%	$203.83	-4.6%	Stock	31488V107
VHT	VANGUARD HEALTH CARE ETF	234	$59,363	0.0%	$250.22	—	ETF	92204A504
AOS	SMITH A O CORP COM	830	$56,614	0.0%	$82.14	-9.8%	Stock	831865209
CDW	CDW CORP COM	319	$55,519	0.0%	$209.07	-8.7%	Stock	12514G108
AEP	AMERICAN ELEC PWR CO INC COM	600	$55,338	0.0%	$82.62	+12.7%	Stock	025537101
CARR	CARRIER GLOBAL CORPORATION COM	802	$54,745	0.0%	$50.45	+47.5%	Stock	14448C104
NDSN	NORDSON CORP COM	259	$54,193	0.0%	$246.44	-1.6%	Stock	655663102
APD	AIR PRODS & CHEMS INC COM	186	$53,947	0.0%	$255.05	+19.2%	Stock	009158106
STE	STERIS PLC SHS USD	260	$53,446	0.0%	$214.14	+1.5%	Stock	G8473T100
SYK	STRYKER CORPORATION COM	146	$52,567	0.0%	$275.76	+32.8%	Stock	863667101
SLV	ISHARES SILVER TRUST	1,974	$51,975	0.0%	$20.64	—	ETF	46428Q109
DIS	DISNEY WALT CO COM	461	$51,380	0.0%	$104.10	-0.6%	Stock	254687106
INTC	INTEL CORP COM	2,523	$50,590	0.0%	$41.12	-45.2%	Stock	458140100
EFG	ISHARES MSCI EAFE GROWTH ETF	519	$50,255	0.0%	$82.97	—	ETF	464288885
CNRG	SPDR S&P KENSHO CLEAN POWER ETF	829	$50,206	0.0%	$98.75	—	ETF	78468R655
NOBL	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	500	$49,775	0.0%	$88.00	—	ETF	74348A467
IDXX	IDEXX LABS INC COM	120	$49,613	0.0%	$498.67	-12.0%	Stock	45168D104
—	NUVEEN MUN VALUE FD INC COM	5,706	$49,015	0.0%	$9.95	—	CEF	670928100
VEU	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	839	$48,167	0.0%	$58.76	—	ETF	922042775
AZO	AUTOZONE INC COM	15	$48,030	0.0%	$2509.45	+26.2%	Stock	053332102
SUB	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	450	$47,466	0.0%	$104.44	—	ETF	464288158
INDA	ISHARES MSCI INDIA ETF	891	$46,902	0.0%	$52.64	—	ETF	46429B598
NEE	NEXTERA ENERGY INC COM	643	$46,097	0.0%	$73.50	+2.1%	Stock	65339F101
XLK	TECHNOLOGY SELECT SECTOR SPDR FUND	197	$45,879	0.0%	$149.64	—	ETF	81369Y803
MTB	M & T BK CORP COM	243	$45,749	0.0%	$135.94	+41.3%	Stock	55261F104
IEX	IDEX CORP COM	218	$45,625	0.0%	$213.40	+1.0%	Stock	45167R104
JPIE	JPMORGAN INCOME ETF	1,000	$45,620	0.0%	$45.01	—	ETF	46641Q159
AMT	AMERICAN TOWER CORP NEW COM	245	$44,935	0.0%	$187.25	+5.9%	REIT	03027X100
LQD	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	420	$44,873	0.0%	$112.98	—	ETF	464287242
MMM	3M CO COM	341	$44,020	0.0%	$127.35	+0.8%	Stock	88579Y101
IBB	ISHARES BIOTECHNOLOGY ETF	321	$42,421	0.0%	$156.57	—	ETF	464287556
DHI	D R HORTON INC COM	303	$42,365	0.0%	$108.17	+52.5%	Stock	23331A109
IHAK	ISHARES CYBERSECURITY & TECH ETF	830	$40,496	0.0%	$42.48	—	ETF	46435U135
A	AGILENT TECHNOLOGIES INC COM	300	$40,302	0.0%	$151.43	-10.3%	Stock	00846U101
IWS	ISHARES RUSSELL MID-CAP VALUE ETF	309	$39,966	0.0%	$129.34	—	ETF	464287473
TSCO	TRACTOR SUPPLY CO COM	753	$39,951	0.0%	$51.53	+7.6%	Stock	892356106
AON	AON PLC SHS CL A	111	$39,867	0.0%	$293.46	+24.5%	Stock	G0403H108
IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	314	$39,800	0.0%	$119.34	—	ETF	464287481
BAC	BANK AMERICA CORP COM	890	$39,116	0.0%	$39.90	+7.3%	Stock	060505104
SKYY	FIRST TRUST CLOUD COMPUTING ETF	321	$38,238	0.0%	$95.37	—	ETF	33734X192
MAR	MARRIOTT INTL INC NEW CL A	137	$38,215	0.0%	$143.42	+89.3%	Stock	571903202
ADBE	ADOBE INC COM	85	$37,798	0.0%	$528.87	-6.4%	Stock	00724F101
BOND	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	412	$37,252	0.0%	$96.36	—	ETF	72201R775
BMY	BRISTOL-MYERS SQUIBB CO COM	638	$36,082	0.0%	$54.83	-4.1%	Stock	110122108
IWR	ISHARES RUSSELL MIDCAP ETF	406	$35,890	0.0%	$78.82	—	ETF	464287499
SBUX	STARBUCKS CORP COM	393	$35,861	0.0%	$103.91	-9.6%	Stock	855244109
BDX	BECTON DICKINSON & CO COM	156	$35,392	0.0%	$229.54	-1.9%	Stock	075887109
AMP	AMERIPRISE FINL INC COM	66	$35,140	0.0%	$377.17	+39.6%	Stock	03076C106
LH	LABCORP HOLDINGS INC COM SHS	150	$34,398	0.0%	$199.50	+13.5%	Stock	504922105
GRID	FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX	288	$34,370	0.0%	$92.87	—	ETF	33737A108
TD	TORONTO DOMINION BK ONT COM NEW	644	$34,287	0.0%	$66.23	-15.3%	Stock	891160509
IXUS	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	510	$33,731	0.0%	$70.45	—	ETF	46432F834
ICE	INTERCONTINENTAL EXCHANGE INC COM	220	$32,782	0.0%	$113.02	+38.2%	Stock	45866F104
XLP	CONSUMER STAPLES SELECT SECTOR SPDR FUND	415	$32,623	0.0%	$68.33	—	ETF	81369Y308
CVS	CVS HEALTH CORP COM	723	$32,455	0.0%	$72.83	-26.3%	Stock	126650100
DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	575	$32,005	0.0%	$47.41	—	ETF	25434V609
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	397	$31,867	0.0%	$97.05	—	ETF	92206C870
SYY	SYSCO CORP COM	414	$31,654	0.0%	$70.50	+4.9%	Stock	871829107
EPD	ENTERPRISE PRODS PARTNERS L P COM	1,000	$31,360	0.0%	$28.98	—	Stock	293792107
HPQ	HP INC COM	955	$31,162	0.0%	$27.96	+22.3%	Stock	40434L105
LECO	LINCOLN ELEC HLDGS INC COM	166	$31,120	0.0%	$136.02	+48.1%	Stock	533900106
SDVY	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	859	$30,795	0.0%	$35.85	—	ETF	33741X102
TIP	ISHARES TIPS BOND ETF	281	$29,909	0.0%	$127.99	—	ETF	464287176
BCSF	BAIN CAP SPECIALTY FIN INC COM STK	1,676	$29,364	0.0%	$14.34	0.0%	CEF	05684B107
MCK	MCKESSON CORP COM	51	$29,065	0.0%	$387.54	+43.8%	Stock	58155Q103
IDV	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	1,035	$28,338	0.0%	$27.25	—	ETF	464288448
CWEN	CLEARWAY ENERGY INC CL C	1,084	$28,184	0.0%	$25.85	0.0%	Stock	18539C204
FDL	FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	691	$27,820	0.0%	$40.26	—	ETF	336917109
ELV	ELEVANCE HEALTH INC COM	75	$27,668	0.0%	$357.60	+14.4%	Stock	036752103
HAL	HALLIBURTON CO COM	1,008	$27,408	0.0%	$25.57	+10.6%	Stock	406216101
GEV	GE VERNOVA INC COM	83	$27,243	0.0%	$158.10	+97.3%	Stock	36828A101
CAT	CATERPILLAR INC COM	75	$27,207	0.0%	$192.08	+98.7%	Stock	149123101
WFC	WELLS FARGO CO NEW COM	379	$26,621	0.0%	$42.47	+57.0%	Stock	949746101
NXST	NEXSTAR MEDIA GROUP INC COMMON STOCK	165	$26,065	0.0%	$150.89	+5.3%	Stock	65336K103
DTE	DTE ENERGY CO COM	214	$25,841	0.0%	$101.29	+16.9%	Stock	233331107
OTIS	OTIS WORLDWIDE CORP COM	279	$25,838	0.0%	$83.46	+17.8%	Stock	68902V107
—	PATTERSON COS INC COM	824	$25,429	0.0%	$30.34	—	Stock	703395103
IDRV	ISHARES SELF-DRIVING EV & TECH ETF	857	$25,050	0.0%	$34.11	—	ETF	46435U366
MET	METLIFE INC COM	300	$24,564	0.0%	$54.82	+47.1%	Stock	59156R108
ACWX	ISHARES MSCI ACWI EX U.S. ETF	465	$24,254	0.0%	$47.12	—	ETF	464288240
GSST	GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF	466	$23,398	0.0%	$49.85	—	ETF	381430230
CEG	CONSTELLATION ENERGY CORP COM	104	$23,266	0.0%	$134.96	+83.6%	Stock	21037T109
VBK	VANGUARD SMALL-CAP GROWTH ETF	82	$22,965	0.0%	$280.06	—	ETF	922908595
QCOM	QUALCOMM INC COM	145	$22,275	0.0%	$154.17	+3.5%	Stock	747525103
CSX	CSX CORP COM	681	$21,976	0.0%	$30.14	+11.8%	Stock	126408103
COP	CONOCOPHILLIPS COM	220	$21,817	0.0%	$85.21	+20.1%	Stock	20825C104
SPHD	INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF	451	$21,788	0.0%	$43.16	—	ETF	46138E362
FSTA	FIDELITY MSCI CONSUMER STAPLES INDEX ETF	424	$20,963	0.0%	$42.33	—	ETF	316092303
TRV	TRAVELERS COMPANIES INC COM	86	$20,717	0.0%	$170.19	+43.9%	Stock	89417E109
JHMM	JOHN HANCOCK MULTIFACTOR MID CAP ETF	346	$20,667	0.0%	$52.23	—	ETF	47804J206
COMT	ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF	810	$20,501	0.0%	$28.35	—	ETF	46431W853
XLF	FINANCIAL SELECT SECTOR SPDR FUND	422	$20,395	0.0%	$36.97	—	ETF	81369Y605
FDX	FEDEX CORP COM	70	$19,693	0.0%	$247.97	+9.6%	Stock	31428X106
SBLK	STAR BULK CARRIERS CORP. SHS PAR	1,306	$19,525	0.0%	$18.58	0.0%	Stock	Y8162K204
CB	CHUBB LIMITED COM	69	$19,065	0.0%	$220.46	+27.6%	Stock	H1467J104
PKG	PACKAGING CORP AMER COM	84	$18,911	0.0%	$129.65	+73.2%	Stock	695156109
LIN	LINDE PLC SHS	45	$18,840	0.0%	$448.71	0.0%	Stock	G54950103
—	NUVEEN AMT FREE QLTY MUN INCME COM	1,630	$18,386	0.0%	$11.66	—	CEF	670657105
VIS	VANGUARD INDUSTRIALS ETF	72	$18,316	0.0%	$194.44	—	ETF	92204A603
USB	US BANCORP DEL COM NEW	378	$18,080	0.0%	$46.34	+0.6%	Stock	902973304
PYPL	PAYPAL HLDGS INC COM	206	$17,582	0.0%	$229.16	-63.4%	Stock	70450Y103
DUK	DUKE ENERGY CORP NEW COM NEW	162	$17,454	0.0%	$97.27	+11.8%	Stock	26441C204
BLDR	BUILDERS FIRSTSOURCE INC COM	122	$17,437	0.0%	$62.46	+183.3%	Stock	12008R107
AZN	ASTRAZENECA PLC SPONSORED ADR	264	$17,297	0.0%	$60.61	—	ADR	046353108
BAX	BAXTER INTL INC COM	592	$17,263	0.0%	$71.56	-54.0%	Stock	071813109
SNA	SNAP ON INC COM	50	$16,974	0.0%	$215.67	+51.8%	Stock	833034101
SDG	ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF	237	$16,960	0.0%	$87.05	—	ETF	46435G532
TXN	TEXAS INSTRS INC COM	90	$16,876	0.0%	$161.90	+19.3%	Stock	882508104
UNP	UNION PAC CORP COM	74	$16,875	0.0%	$175.93	+30.9%	Stock	907818108
PANW	PALO ALTO NETWORKS INC COM	92	$16,740	0.0%	$167.83	+12.6%	Stock	697435105
MRSH	MARSH & MCLENNAN COS INC COM	78	$16,568	0.0%	$178.79	+21.8%	Stock	571748102
CALF	PACER US SMALL CAP CASH COWS 100 ETF	374	$16,460	0.0%	$44.01	—	ETF	69374H857
RDDT	REDDIT INC CL A	100	$16,344	0.0%	$54.74	+125.5%	Stock	75734B100
TEL	TE CONNECTIVITY PLC ORD SHS	114	$16,299	0.0%	$146.87	-0.0%	Stock	G87052109
LOW	LOWES COS INC COM	66	$16,289	0.0%	$232.58	+12.5%	Stock	548661107
FBT	FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND	98	$16,289	0.0%	$170.00	—	ETF	33733E203
PRGS	PROGRESS SOFTWARE CORP COM	250	$16,288	0.0%	$50.75	+31.6%	Stock	743312100
AMAT	APPLIED MATLS INC COM	99	$16,100	0.0%	$167.43	+7.0%	Stock	038222105
SCHW	SCHWAB CHARLES CORP COM	217	$16,060	0.0%	$69.71	+5.9%	Stock	808513105
PH	PARKER-HANNIFIN CORP COM	25	$15,901	0.0%	$404.30	+62.0%	Stock	701094104
—	EATON VANCE MUN BD FD COM	1,525	$15,799	0.0%	$10.49	—	CEF	27827X101
TSM	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	79	$15,602	0.0%	$197.49	—	ADR	874039100
AMLP	ALERIAN MLP ETF	315	$15,170	0.0%	$48.16	—	ETF	00162Q452
SHYG	ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	351	$14,947	0.0%	$44.83	—	ETF	46434V407
PGR	PROGRESSIVE CORP COM	62	$14,856	0.0%	$147.35	+57.4%	Stock	743315103
GLD	SPDR GOLD SHARES	61	$14,770	0.0%	$215.02	—	ETF	78463V107
IYG	ISHARES US FINANCIAL SERVICES ETF	189	$14,706	0.0%	$65.21	—	ETF	464287770
ROK	ROCKWELL AUTOMATION INC COM	50	$14,290	0.0%	$284.68	-3.0%	Stock	773903109
ORLY	OREILLY AUTOMOTIVE INC COM	12	$14,230	0.0%	$62.73	+28.5%	Stock	67103H107
QLTA	ISHARES AAA-A RATED CORPORATE BOND ETF	300	$14,037	0.0%	$53.77	—	ETF	46429B291
AOM	ISHARES CORE MODERATE ALLOCATION ETF	323	$14,031	0.0%	$42.52	—	ETF	464289875
MDV	MODIV INDUSTRIAL INC COM STK CL C	937	$13,943	0.0%	$14.88	—	REIT	60784B101
QCLN	FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND	410	$13,911	0.0%	$64.95	—	ETF	33733E500
—	INVESCO MUN OPPORTUNITY TR COM	1,411	$13,715	0.0%	$10.63	—	CEF	46132C107
XMUIX	BLACKROCK MUNICIPAL INCOME COM	1,128	$13,671	0.0%	$11.52	—	CEF	09253X102
—	ISHARES IBONDS DEC 2025 TERM CORPORATE ETF	543	$13,602	0.0%	$25.46	—	ETF	46434VBD1
—	BLACKROCK MUNI INCOME TR II COM	1,264	$13,285	0.0%	$11.08	—	CEF	09249N101
IJS	ISHARES S&P SMALL-CAP 600 VALUE ETF	120	$13,033	0.0%	$108.33	—	ETF	464287879
—	NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT	1,069	$13,010	0.0%	$13.35	—	CEF	67070X101
DLR	DIGITAL RLTY TR INC COM	73	$12,945	0.0%	$171.20	0.0%	REIT	253868103
BC	BRUNSWICK CORP COM	200	$12,936	0.0%	$84.62	-10.2%	Stock	117043109
ZBH	ZIMMER BIOMET HOLDINGS INC COM	120	$12,676	0.0%	$135.70	-21.9%	Stock	98956P102
UPS	UNITED PARCEL SERVICE INC CL B	100	$12,610	0.0%	$174.85	-30.0%	Stock	911312106
ECL	ECOLAB INC COM	53	$12,419	0.0%	$227.14	+8.1%	Stock	278865100
IWN	ISHARES RUSSELL 2000 VALUE ETF	75	$12,313	0.0%	$154.66	—	ETF	464287630
TGT	TARGET CORP COM	90	$12,166	0.0%	$210.74	-35.1%	Stock	87612E106
FSLR	FIRST SOLAR INC COM	69	$12,161	0.0%	$148.17	+34.3%	Stock	336433107
—	PUTNAM MUN OPPORTUNITIES TR SH BEN INT	1,191	$12,065	0.0%	$11.75	—	CEF	746922103
EXC	EXELON CORP COM	309	$11,631	0.0%	$32.42	+15.0%	Stock	30161N101
GEHC	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK	148	$11,548	0.0%	$75.63	+12.2%	Stock	36266G107
KRBN	KRANESHARES GLOBAL CARBON STRATEGY ETF	393	$11,519	0.0%	$39.36	—	ETF	500767678
EFX	EQUIFAX INC COM	45	$11,468	0.0%	$235.79	+12.6%	Stock	294429105
FXD	FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND	177	$11,440	0.0%	$56.50	—	ETF	33734X101
BX	BLACKSTONE INC COM	66	$11,380	0.0%	$100.33	+68.2%	Stock	09260D107
—	AMEDISYS INC COM	125	$11,349	0.0%	$91.80	—	Stock	023436108
EQIX	EQUINIX INC COM	12	$11,315	0.0%	$759.90	+18.1%	REIT	29444U700
TROW	PRICE T ROWE GROUP INC COM	100	$11,309	0.0%	$145.08	-24.8%	Stock	74144T108
GM	GENERAL MTRS CO COM	209	$11,156	0.0%	$30.24	+71.1%	Stock	37045V100
EBAY	EBAY INC. COM	173	$10,717	0.0%	$66.14	-5.7%	Stock	278642103
DTM	DT MIDSTREAM INC COMMON STOCK	107	$10,639	0.0%	$35.96	+155.2%	Stock	23345M107
IWO	ISHARES RUSSELL 2000 GROWTH ETF	36	$10,362	0.0%	$255.24	—	ETF	464287648
GCOW	PACER GLOBAL CASH COWS DIVIDEND ETF	302	$10,189	0.0%	$33.74	—	ETF	69374H709
ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	79	$10,161	0.0%	$97.06	—	ETF	464287150
GIGB	GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF	225	$10,141	0.0%	$53.33	—	ETF	381430479
XMVFX	BLACKROCK MUNIVEST FD INC COM	1,433	$10,088	0.0%	$7.68	—	CEF	09253R105
ALL	ALLSTATE CORP COM	52	$10,025	0.0%	$189.83	0.0%	Stock	020002101
SRE	SEMPRA COM	114	$10,000	0.0%	$84.33	0.0%	Stock	816851109
TTEK	TETRA TECH INC NEW COM	250	$9,960	0.0%	$44.50	+0.9%	Stock	88162G103
BKNG	BOOKING HOLDINGS INC COM	2	$9,937	0.0%	$2979.20	+59.9%	Stock	09857L108
STT	STATE STR CORP COM	100	$9,815	0.0%	$74.03	+23.2%	Stock	857477103
—	NUVEEN AMT FREE MUN CR INC FD COM	799	$9,796	0.0%	$16.71	—	CEF	67071L106
MUB	ISHARES NATIONAL MUNI BOND ETF	91	$9,696	0.0%	$106.55	—	ETF	464288414
SDY	SPDR S&P DIVIDEND ETF	72	$9,511	0.0%	$125.11	—	ETF	78464A763
F	FORD MTR CO COM	957	$9,475	0.0%	$11.15	-11.4%	Stock	345370860
—	DISCOVER FINL SVCS COM	54	$9,354	0.0%	$129.63	—	Stock	254709108
—	MFS HIGH INCOME MUN TR SH BEN INT	2,517	$9,263	0.0%	$3.58	—	CEF	59318D104
CL	COLGATE PALMOLIVE CO COM	100	$9,091	0.0%	$71.85	+29.5%	Stock	194162103
ZTS	ZOETIS INC CL A	54	$8,798	0.0%	$193.82	-9.0%	Stock	98978V103
DOW	DOW INC COM	216	$8,668	0.0%	$45.08	-4.7%	Stock	260557103
ARKQ	ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF	112	$8,652	0.0%	$80.36	—	ETF	00214Q203
GDX	VANECK GOLD MINERS ETF	255	$8,647	0.0%	$30.25	—	ETF	92189F106
MDLZ	MONDELEZ INTL INC CL A	144	$8,601	0.0%	$61.51	+3.4%	Stock	609207105
STZ	CONSTELLATION BRANDS INC CL A	38	$8,398	0.0%	$207.18	+11.7%	Stock	21036P108
WMB	WILLIAMS COS INC COM	147	$7,956	0.0%	$51.72	0.0%	Stock	969457100
XBFZX	BLACKROCK CALIF MUN INCOME TR SH BEN INT	691	$7,739	0.0%	$11.58	—	CEF	09248E102
APLE	APPLE HOSPITALITY REIT INC COM NEW	500	$7,675	0.0%	$16.00	—	REIT	03784Y200
LHX	L3HARRIS TECHNOLOGIES INC COM	36	$7,570	0.0%	$234.55	0.0%	Stock	502431109
EAOM	ISHARES ESG AWARE MODERATE ALLOCATION ETF	276	$7,563	0.0%	$26.34	—	ETF	46436E684
INTU	INTUIT COM	12	$7,542	0.0%	$544.11	+16.6%	Stock	461202103
ZM	ZOOM COMMUNICATIONS INC CL A	92	$7,508	0.0%	$301.70	-73.9%	Stock	98980L101
CSL	CARLISLE COS INC COM	20	$7,377	0.0%	$394.88	+8.7%	Stock	142339100
VALE	VALE S A SPONSORED ADS	827	$7,335	0.0%	$8.87	—	ADR	91912E105
PNC	PNC FINL SVCS GROUP INC COM	38	$7,328	0.0%	$146.05	+29.6%	Stock	693475105
DOV	DOVER CORP COM	39	$7,316	0.0%	$150.11	+28.6%	Stock	260003108
KLG	WK KELLOGG CO COM SHS	401	$7,214	0.0%	$16.46	—	Stock	92942W107
AOK	ISHARES CORE CONSERVATIVE ALLOCATION ETF	193	$7,199	0.0%	$37.48	—	ETF	464289883
DJT	TRUMP MEDIA & TECHNOLOGY GROUP COM	200	$6,820	0.0%	$42.00	-24.3%	Stock	25400Q105
MLKN	MILLERKNOLL INC COM	300	$6,777	0.0%	$37.27	-38.1%	Stock	600544100
IEUR	ISHARES CORE MSCI EUROPE ETF	125	$6,748	0.0%	$57.14	—	ETF	46434V738
TDIV	FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND	84	$6,591	0.0%	$56.12	—	ETF	33738R118
NVS	NOVARTIS AG SPONSORED ADR	67	$6,520	0.0%	$89.55	—	ADR	66987V109
CLX	CLOROX CO DEL COM	40	$6,496	0.0%	$147.01	+7.0%	Stock	189054109
CCI	CROWN CASTLE INC COM	69	$6,262	0.0%	$98.11	0.0%	REIT	22822V101
CTAS	CINTAS CORP COM	34	$6,212	0.0%	$179.78	+15.9%	Stock	172908105
ADI	ANALOG DEVICES INC COM	29	$6,161	0.0%	$184.73	+17.4%	Stock	032654105
DEO	DIAGEO PLC SPON ADR NEW	48	$6,102	0.0%	$193.88	—	ADR	25243Q205
VOX	VANGUARD COMMUNICATION SERVICES ETF	39	$6,043	0.0%	$143.71	—	ETF	92204A884
MSI	MOTOROLA SOLUTIONS INC COM NEW	13	$6,009	0.0%	$468.46	0.0%	Stock	620076307
ARTY	ISHARES FUTURE AI & TECH ETF	162	$6,005	0.0%	$42.34	—	ETF	46435U556
SH	PROSHARES SHORT S&P500	141	$5,976	0.0%	$42.38	—	ETF	74349Y753
TAN	INVESCO SOLAR ETF	180	$5,962	0.0%	$74.42	—	ETF	46138G706
IJK	ISHARES S&P MID-CAP 400 GROWTH ETF	65	$5,910	0.0%	$90.92	—	ETF	464287606
HAS	HASBRO INC COM	105	$5,871	0.0%	$81.04	-23.1%	Stock	418056107
FAST	FASTENAL CO COM	79	$5,681	0.0%	$38.15	0.0%	Stock	311900104
VRTX	VERTEX PHARMACEUTICALS INC COM	14	$5,638	0.0%	$463.53	0.0%	Stock	92532F100
SOLV	SOLVENTUM CORP COM SHS	85	$5,615	0.0%	$60.70	+15.3%	Stock	83444M101
ENB	ENBRIDGE INC COM	132	$5,601	0.0%	$29.90	+31.1%	Stock	29250N105
D	DOMINION ENERGY INC COM	100	$5,386	0.0%	$62.43	-13.4%	Stock	25746U109
SHEL	SHELL PLC SPON ADS	84	$5,263	0.0%	$58.09	—	ADR	780259305
MELI	MERCADOLIBRE INC COM	3	$5,101	0.0%	$1947.25	0.0%	Stock	58733R102
OLN	OLIN CORP COM PAR $1	150	$5,070	0.0%	$42.66	-5.7%	Stock	680665205
XEL	XCEL ENERGY INC COM	75	$5,064	0.0%	$51.36	+25.4%	Stock	98389B100
EIX	EDISON INTL COM	63	$5,030	0.0%	$78.92	0.0%	Stock	281020107
BGRN	ISHARES TRUST ISHARES USD GREEN BOND ETF	108	$5,030	0.0%	$53.43	—	ETF	46435U440
ADSK	AUTODESK INC COM	17	$5,025	0.0%	$295.42	0.0%	Stock	052769106
FENY	FIDELITY MSCI ENERGY INDEX ETF	209	$4,983	0.0%	$14.42	—	ETF	316092402
DVN	DEVON ENERGY CORP NEW COM	150	$4,910	0.0%	$47.24	-22.9%	Stock	25179M103
—	NUVEEN QUALITY MUNCP INCOME FD COM	419	$4,886	0.0%	$11.93	—	CEF	67066V101
SON	SONOCO PRODS CO COM	100	$4,885	0.0%	$54.31	-9.8%	Stock	835495102
AEE	AMEREN CORP COM	54	$4,814	0.0%	$86.51	0.0%	Stock	023608102
CRWD	CROWDSTRIKE HLDGS INC CL A	14	$4,790	0.0%	$332.51	0.0%	Stock	22788C105
—	ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT	268	$4,698	0.0%	$17.53	—	CEF	00326W106
JETS	U.S. GLOBAL JETS ETF	182	$4,614	0.0%	$23.62	—	ETF	26922A842
GIS	GENERAL MLS INC COM	72	$4,591	0.0%	$52.97	+21.0%	Stock	370334104
XPO	XPO INC COM	35	$4,590	0.0%	$135.16	0.0%	Stock	983793100
NLY	ANNALY CAPITAL MANAGEMENT INC COM NEW	250	$4,575	0.0%	$18.00	—	REIT	035710839
XMYDX	BLACKROCK MUNIYIELD FD INC COM	421	$4,374	0.0%	$11.88	—	CEF	09253W104
BHB	BAR HBR BANKSHARES COM	137	$4,186	0.0%	$23.08	+35.8%	Stock	066849100
HUBS	HUBSPOT INC COM	6	$4,181	0.0%	$642.90	0.0%	Stock	443573100
MLM	MARTIN MARIETTA MATLS INC COM	8	$4,132	0.0%	$563.61	0.0%	Stock	573284106
COF	CAPITAL ONE FINL CORP COM	23	$4,101	0.0%	$170.68	0.0%	Stock	14040H105
—	PUTNAM MANAGED MUN INCOME TR COM	670	$4,000	0.0%	$5.97	—	CEF	746823103
IPKW	INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF	100	$3,971	0.0%	$39.71	—	ETF	46138E644
XLRE	REAL ESTATE SELECT SECTOR SPDR FUND	96	$3,904	0.0%	$43.42	—	ETF	81369Y860
DWX	SPDR S&P INTERNATIONAL DIVIDEND ETF	110	$3,846	0.0%	$34.96	—	ETF	78463X772
MCHP	MICROCHIP TECHNOLOGY INC. COM	66	$3,785	0.0%	$71.08	-6.6%	Stock	595017104
FTS	FORTIS INC COM	91	$3,783	0.0%	$38.22	+9.8%	Stock	349553107
XMQTX	BLACKROCK MUNIYIELD QUALITY FD COM	383	$3,776	0.0%	$10.44	—	CEF	09254G108
NOC	NORTHROP GRUMMAN CORP COM	8	$3,754	0.0%	$492.97	0.0%	Stock	666807102
—	ALLIANCEBERNSTEIN NATL MUN INM COM	345	$3,750	0.0%	$11.59	—	CEF	01864U106
VLTO	VERALTO CORP COM SHS	36	$3,667	0.0%	$105.96	0.0%	Stock	92338C103
—	FEDERATED HERMES PREM MUNI INM COM	333	$3,633	0.0%	$12.01	—	CEF	31423P108
—	WELLS FARGO CO NEW PERP PFD CNV A	3	$3,583	0.0%	$1282.33	—	Convertible Preferred	949746804
O	REALTY INCOME CORP COM	67	$3,578	0.0%	$53.81	+1.3%	REIT	756109104
RGR	STURM RUGER & CO INC COM	100	$3,537	0.0%	$77.75	-50.0%	Stock	864159108
SWK	STANLEY BLACK & DECKER INC COM	43	$3,426	0.0%	$150.32	-41.4%	Stock	854502101
XMVTX	BLACKROCK MUNIVEST FD II INC COM	319	$3,365	0.0%	$12.54	—	CEF	09253T101
—	BNY MELLON STRATEGIC MUNS INC COM	557	$3,364	0.0%	$7.18	—	CEF	05588W108
FTGC	FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND	140	$3,350	0.0%	$23.93	—	ETF	33739H101
—	BNY MELLON STRATEGIC MUN BD FD COM	565	$3,283	0.0%	$7.08	—	CEF	09662E109
—	INVESCO TR INVT GRADE MUNS COM	320	$3,232	0.0%	$9.38	—	CEF	46131M106
EAOR	ISHARES ESG AWARE GROWTH ALLOCATION ETF	103	$3,224	0.0%	$31.87	—	ETF	46436E676
IYH	ISHARES U.S. HEALTHCARE ETF	55	$3,205	0.0%	$104.07	—	ETF	464287762
—	INVESCO ADVANTAGE MUN INCOME T SH BEN INT	364	$3,181	0.0%	$8.24	—	CEF	46132E103
HLN	HALEON PLC SPON ADS	326	$3,110	0.0%	$9.54	—	ADR	405552100
ARCB	ARCBEST CORP COM	33	$3,080	0.0%	$104.85	0.0%	Stock	03937C105
PBI	PITNEY BOWES INC COM	415	$3,005	0.0%	$7.83	-5.1%	Stock	724479100
—	MFS HIGH YIELD MUN TR SH BEN INT	844	$2,971	0.0%	$3.55	—	CEF	59318E102
MDT	MEDTRONIC PLC SHS	37	$2,956	0.0%	$83.84	0.0%	Stock	G5960L103
VNQ	VANGUARD REAL ESTATE ETF	33	$2,940	0.0%	$89.09	—	ETF	922908553
—	BLACKROCK RES & COMMODITIES ST SHS	341	$2,912	0.0%	$8.54	—	CEF	09257A108
FTRE	FORTREA HLDGS INC COMMON STOCK	150	$2,798	0.0%	$33.33	-41.5%	Stock	34965K107
EFV	ISHARES MSCI EAFE VALUE ETF	52	$2,728	0.0%	$49.79	—	ETF	464288877
LULU	LULULEMON ATHLETICA INC COM	7	$2,677	0.0%	$328.87	-0.7%	Stock	550021109
RIVN	RIVIAN AUTOMOTIVE INC COM CL A	200	$2,660	0.0%	$26.32	-56.3%	Stock	76954A103
ISRG	INTUITIVE SURGICAL INC COM NEW	5	$2,610	0.0%	$520.85	0.0%	Stock	46120E602
JCI	JOHNSON CTLS INTL PLC SHS	33	$2,605	0.0%	$57.70	+37.4%	Stock	G51502105
NCLH	NORWEGIAN CRUISE LINE HLDG LTD SHS	100	$2,573	0.0%	$25.45	-0.7%	Stock	G66721104
UBER	UBER TECHNOLOGIES INC COM	40	$2,413	0.0%	$71.41	0.0%	Stock	90353T100
VRT	VERTIV HOLDINGS CO COM CL A	21	$2,386	0.0%	$118.54	0.0%	Stock	92537N108
BIP	BROOKFIELD INFRAST PARTNERS LP LP INT UNIT	75	$2,384	0.0%	$53.33	—	Stock	G16252101
WBD	WARNER BROS DISCOVERY INC COM SER A	223	$2,357	0.0%	$11.43	-18.7%	Stock	934423104
XPZCX	PIMCO CALIF MUN INCOME FD III COM	343	$2,356	0.0%	$8.75	—	CEF	72201C109
VTRS	VIATRIS INC COM	186	$2,321	0.0%	$11.46	+1.6%	Stock	92556V106
ICLN	ISHARES GLOBAL CLEAN ENERGY ETF	200	$2,276	0.0%	$21.47	—	ETF	464288224
—	SMARTSHEET INC COM CL A	40	$2,241	0.0%	$56.02	—	Stock	83200N103
BBD	BANCO BRADESCO S A SP ADR PFD NEW	1,160	$2,216	0.0%	$1.91	—	ADR	059460303
DINO	HF SINCLAIR CORP COM	61	$2,138	0.0%	$38.65	0.0%	Stock	403949100
NOW	SERVICENOW INC COM	2	$2,120	0.0%	$202.58	0.0%	Stock	81762P102
ASML	ASML HOLDING N V N Y REGISTRY SHS	3	$2,079	0.0%	$693.00	—	ADR	N07059210
MNST	MONSTER BEVERAGE CORP NEW COM	38	$1,997	0.0%	$53.01	0.0%	Stock	61174X109
ACHR	ARCHER AVIATION INC COM CL A	200	$1,950	0.0%	$3.67	+51.3%	Stock	03945R102
ARES	ARES MANAGEMENT CORPORATION CL A COM STK	11	$1,947	0.0%	$165.33	0.0%	Stock	03990B101
CRBN	ISHARES MSCI ACWI LOW CARBON TARGET ETF	10	$1,936	0.0%	$164.67	—	ETF	46434V464
SHOP	SHOPIFY INC CL A	18	$1,914	0.0%	$97.26	0.0%	Stock	82509L107
PEG	PUBLIC SVC ENTERPRISE GRP INC COM	22	$1,859	0.0%	$67.45	+26.5%	Stock	744573106
ORI	OLD REP INTL CORP COM	50	$1,810	0.0%	$26.01	+21.0%	Stock	680223104
VOE	VANGUARD MID-CAP VALUE ETF	11	$1,779	0.0%	$161.73	—	ETF	922908512
VOT	VANGUARD MID-CAP GROWTH ETF	7	$1,776	0.0%	$253.71	—	ETF	922908538
TKO	TKO GROUP HOLDINGS INC CL A	12	$1,705	0.0%	$128.97	0.0%	Stock	87256C101
ALC	ALCON AG ORD SHS	19	$1,613	0.0%	$89.86	0.0%	Stock	H01301128
FCX	FREEPORT-MCMORAN INC CL B	42	$1,599	0.0%	$44.04	0.0%	Stock	35671D857
QFIN	QIFU TECHNOLOGY INC AMERICAN DEP	40	$1,535	0.0%	$38.38	—	ADR	88557W101
DLB	DOLBY LABORATORIES INC COM CL A	18	$1,406	0.0%	$74.21	0.0%	Stock	25659T107
DOCS	DOXIMITY INC CL A	25	$1,335	0.0%	$48.96	0.0%	Stock	26622P107
PODD	INSULET CORP COM	5	$1,305	0.0%	$251.84	0.0%	Stock	45784P101
FWONK	LIBERTY MEDIA CORP DEL COM LBTY ONE S C	14	$1,297	0.0%	$92.64	—	Stock	531229755
SNOW	SNOWFLAKE INC CL A	8	$1,235	0.0%	$140.81	0.0%	Stock	833445109
VBR	VANGUARD SMALL CAP VALUE ETF	6	$1,189	0.0%	$198.17	—	ETF	922908611
SLF	SUN LIFE FINANCIAL INC. COM	20	$1,185	0.0%	$55.08	+7.1%	Stock	866796105
—	BLACKROCK MUNIHLDNGS CALI QLTY COM	108	$1,148	0.0%	$9.26	—	CEF	09254L107
DD	DUPONT DE NEMOURS INC COM	14	$1,068	0.0%	$33.84	0.0%	Stock	26614N102
—	BLACKROCK MUNIYIELD QUALITY FD COM	85	$938	0.0%	$11.76	—	CEF	09254E103
WDC	WESTERN DIGITAL CORP COM	13	$775	0.0%	$50.08	0.0%	Stock	958102105
KD	KYNDRYL HLDGS INC COMMON STOCK	21	$727	0.0%	$21.59	+34.8%	Stock	50155Q100
—	HANCOCK JOHN INVT TR II COM	50	$684	0.0%	$20.00	—	CEF	410142103
—	BLACKROCK MUNIYIELD N Y QUALIT COM	60	$605	0.0%	$16.67	—	CEF	09255E102
STX	SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	7	$604	0.0%	$98.15	0.0%	Stock	G7997R103
PCTY	PAYLOCITY HLDG CORP COM	3	$598	0.0%	$191.38	0.0%	Stock	70438V106
WAB	WABTEC COM	3	$569	0.0%	$158.48	+21.5%	Stock	929740108
EMBC	EMBECTA CORP COMMON STOCK	27	$558	0.0%	$25.42	-38.9%	Stock	29082K105
—	BLACKROCK MUNIYILD QULT FD INC COM	46	$530	0.0%	$21.74	—	CEF	09254F100
—	BLACKROCK MUNIHLDGS NY QLTY FD COM	48	$496	0.0%	$20.83	—	CEF	09255C106
RWR	SPDR DOW JONES REIT ETF	5	$494	0.0%	$93.20	—	ETF	78464A607
IONS	IONIS PHARMACEUTICALS INC COM	14	$489	0.0%	$37.38	0.0%	Stock	462222100
OGN	ORGANON & CO COMMON STOCK	31	$463	0.0%	$15.84	-0.6%	Stock	68622V106
CTVA	CORTEVA INC COM	8	$456	0.0%	$58.42	0.0%	Stock	22052L104
—	PIMCO MUN INCOME FD COM	38	$341	0.0%	—	—	CEF	72200R107
BIPC	BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A	7	$280	0.0%	$40.13	0.0%	Stock	11276H106
NOK	NOKIA CORP SPONSORED ADR	40	$177	0.0%	$3.77	—	ADR	654902204
FWONA	LIBERTY MEDIA CORP DEL COM LBTY ONE S A	2	$168	0.0%	$84.00	—	Stock	531229771
CNDT	CONDUENT INC COM	40	$162	0.0%	$6.87	-42.1%	Stock	206787103
—	ZIMVIE INC COM	10	$140	0.0%	—	—	Stock	98888T107