Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES CORE S&P 500 ETF	113,209	$63.61M	15.8%	$417.04	—	ETF	464287200
AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	474,928	$46.98M	11.7%	$98.81	—	ETF	464287226
FBND	FIDELITY TOTAL BOND ETF	711,867	$32.5M	8.1%	$45.18	—	ETF	316188309
VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	525,715	$26.72M	6.7%	$47.69	—	ETF	921943858
JPST	JPMORGAN ULTRA-SHORT INCOME ETF	415,706	$21.05M	5.2%	$50.32	—	ETF	46641Q837
SHV	ISHARES SHORT TREASURY BOND ETF	182,375	$20.15M	5.0%	$110.36	—	ETF	464288679
IUSG	ISHARES CORE S&P U.S. GROWTH ETF	150,312	$19.1M	4.8%	$62.24	—	ETF	464287671
JCPB	JPMORGAN CORE PLUS BOND ETF	348,331	$16.39M	4.1%	$46.74	—	ETF	46641Q670
FELC	FIDELITY ENHANCED LARGE CAP CORE ETF	344,651	$10.75M	2.7%	$31.19	—	ETF	316092113
JIRE	JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	152,972	$9.747M	2.4%	$63.72	—	ETF	46641Q134
SGOV	ISHARES 0-3 MONTH TREASURY BOND ETF	84,938	$8.551M	2.1%	$100.71	—	ETF	46436E718
DSI	ISHARES ESG MSCI KLD 400 ETF	82,706	$8.47M	2.1%	$82.63	—	ETF	464288570
IJH	ISHARES CORE S&P MID-CAP ETF	134,895	$7.871M	2.0%	$90.21	—	ETF	464287507
IJR	ISHARES CORE S&P SMALL CAP ETF	69,349	$7.252M	1.8%	$101.40	—	ETF	464287804
VIG	VANGUARD DIVIDEND APPRECIATION ETF	37,313	$7.238M	1.8%	$186.29	—	ETF	921908844
EAGG	ISHARES ESG AWARE US AGGREGATE BOND ETF	143,121	$6.795M	1.7%	$48.87	—	ETF	46435U549
ESGD	ISHARES ESG AWARE MSCI EAFE ETF	59,674	$4.875M	1.2%	$75.63	—	ETF	46435G516
MTUM	ISHARES MSCI USA MOMENTUM FACTOR ETF	23,779	$4.806M	1.2%	$202.13	—	ETF	46432F396
AAPL	APPLE INC COM	21,049	$4.676M	1.2%	$101.00	+128.5%	Stock	037833100
SPEM	SPDR PORTFOLIO EMERGING MARKETS ETF	111,166	$4.377M	1.1%	$40.30	—	ETF	78463X509
ESGU	ISHARES ESG AWARE MSCI USA ETF	28,684	$3.497M	0.9%	$119.46	—	ETF	46435G425
MSFT	MICROSOFT CORP COM	8,953	$3.361M	0.8%	$226.14	+79.1%	Stock	594918104
USMV	ISHARES MSCI USA MIN VOL FACTOR ETF	29,400	$2.754M	0.7%	$56.82	—	ETF	46429B697
FDVV	FIDELITY HIGH DIVIDEND ETF	50,655	$2.512M	0.6%	$42.18	—	ETF	316092840
SPSB	SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	80,019	$2.409M	0.6%	$30.23	—	ETF	78464A474
NULV	NUVEEN ESG LARGE-CAP VALUE ETF	58,664	$2.375M	0.6%	$36.06	—	ETF	67092P300
NULG	NUVEEN ESG LARGE-CAP GROWTH ETF	27,041	$2.117M	0.5%	$65.93	—	ETF	67092P201
VOO	VANGUARD S&P 500 ETF	3,977	$2.044M	0.5%	$348.53	—	ETF	922908363
SHY	ISHARES 1-3 YEAR TREASURY BOND ETF	23,272	$1.925M	0.5%	$83.15	—	ETF	464287457
HWM	HOWMET AEROSPACE INC COM	10,000	$1.297M	0.3%	$21.94	+477.6%	Stock	443201108
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	2,335	$1.244M	0.3%	$250.76	+93.9%	Stock	084670702
FIW	FIRST TRUST WATER ETF	12,298	$1.239M	0.3%	$85.51	—	ETF	33733B100
AMZN	AMAZON COM INC COM	6,432	$1.224M	0.3%	$132.27	+64.1%	Stock	023135106
IWD	ISHARES RUSSELL 1000 VALUE ETF	6,330	$1.191M	0.3%	$138.91	—	ETF	464287598
QQQ	INVESCO QQQ TRUST SERIES I	2,458	$1.153M	0.3%	$290.00	—	ETF	46090E103
ESML	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	27,020	$1.038M	0.3%	$38.18	—	ETF	46435U663
COST	COSTCO WHSL CORP NEW COM	940	$889K	0.2%	$435.99	+122.6%	Stock	22160K105
DVY	ISHARES SELECT DIVIDEND ETF	6,409	$861K	0.2%	$116.81	—	ETF	464287168
VO	VANGUARD MID-CAP ETF	3,291	$851K	0.2%	$235.97	—	ETF	922908629
ESGE	ISHARES ESG AWARE MSCI EM ETF	21,505	$752K	0.2%	$37.85	—	ETF	46434G863
JEPI	JPMORGAN EQUITY PREMIUM INCOME ETF	12,983	$742K	0.2%	$59.60	—	ETF	46641Q332
EFAV	ISHARES MSCI EAFE MIN VOL FACTOR ETF	9,230	$719K	0.2%	$63.66	—	ETF	46429B689
FUTY	FIDELITY MSCI UTILITIES INDEX ETF	13,397	$683K	0.2%	$46.76	—	ETF	316092865
VZ	VERIZON COMMUNICATIONS INC COM	14,835	$673K	0.2%	$34.21	+15.7%	Stock	92343V104
NVDA	NVIDIA CORPORATION COM	6,069	$658K	0.2%	$96.70	+31.0%	Stock	67066G104
GOOGL	ALPHABET INC CAP STK CL A	4,094	$633K	0.2%	$121.70	+48.5%	Stock	02079K305
FHLC	FIDELITY MSCI HEALTH CARE INDEX ETF	9,034	$617K	0.2%	$59.03	—	ETF	316092600
TMO	THERMO FISHER SCIENTIFIC INC COM	1,236	$615K	0.2%	$508.30	+6.2%	Stock	883556102
LLY	ELI LILLY & CO COM	714	$589K	0.1%	$252.97	+226.8%	Stock	532457108
V	VISA INC COM CL A	1,603	$562K	0.1%	$238.15	+41.2%	Stock	92826C839
JPM	JPMORGAN CHASE & CO. COM	2,273	$558K	0.1%	$104.40	+140.3%	Stock	46625H100
ICSH	ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF	10,949	$555K	0.1%	$50.28	—	ETF	46434V878
IUSV	ISHARES CORE S&P US VALUE ETF	5,843	$539K	0.1%	$72.43	—	ETF	464287663
EFA	ISHARES MSCI EAFE ETF	6,264	$512K	0.1%	$72.87	—	ETF	464287465
IHI	ISHARES U.S. MEDICAL DEVICES ETF	8,442	$508K	0.1%	$98.14	—	ETF	464288810
META	META PLATFORMS INC CL A	875	$504K	0.1%	$297.54	+116.2%	Stock	30303M102
IWM	ISHARES RUSSELL 2000 ETF	2,463	$491K	0.1%	$204.10	—	ETF	464287655
ADP	AUTOMATIC DATA PROCESSING INC COM	1,599	$489K	0.1%	$168.67	+75.1%	Stock	053015103
PZA	INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF	20,667	$476K	0.1%	$26.09	—	ETF	46138E537
DGRO	ISHARES CORE DIVIDEND GROWTH ETF	7,159	$442K	0.1%	$49.39	—	ETF	46434V621
VB	VANGUARD SMALL-CAP ETF	1,956	$434K	0.1%	$203.84	—	ETF	922908751
RTX	RTX CORPORATION COM	3,154	$418K	0.1%	$78.60	+58.7%	Stock	75513E101
CWST	CASELLA WASTE SYS INC CL A	3,440	$384K	0.1%	$91.86	+19.1%	Stock	147448104
PG	PROCTER AND GAMBLE CO COM	2,125	$362K	0.1%	$119.67	+37.0%	Stock	742718109
FDRR	FIDELITY DIVIDEND ETF FOR RISING RATES	7,149	$357K	0.1%	$42.11	—	ETF	316092832
SRLN	SPDR BLACKSTONE SENIOR LOAN ETF	8,630	$355K	0.1%	$42.12	—	ETF	78467V608
IDEV	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	5,044	$347K	0.1%	$61.25	—	ETF	46435G326
HD	HOME DEPOT INC COM	929	$341K	0.1%	$246.10	+54.7%	Stock	437076102
GOOG	ALPHABET INC CAP STK CL C	2,170	$339K	0.1%	$116.24	+57.0%	Stock	02079K107
UNH	UNITEDHEALTH GROUP INC COM	639	$335K	0.1%	$349.55	+42.9%	Stock	91324P102
PEP	PEPSICO INC COM	2,232	$335K	0.1%	$111.77	+28.4%	Stock	713448108
EMNT	PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND	3,355	$331K	0.1%	$99.74	—	ETF	72201R643
—	ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF	13,932	$324K	0.1%	$23.30	—	ETF	46435U168
LRCX	LAM RESEARCH CORP COM NEW	4,190	$305K	0.1%	$76.05	+2.7%	Stock	512807306
CVX	CHEVRON CORP NEW COM	1,797	$301K	0.1%	$125.53	+19.9%	Stock	166764100
AMGN	AMGEN INC COM	880	$274K	0.1%	$160.39	+79.1%	Stock	031162100
VTEB	VANGUARD TAX-EXEMPT BOND ETF	5,505	$273K	0.1%	$49.41	—	ETF	922907746
SUSB	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	10,645	$266K	0.1%	$25.00	—	ETF	46435G243
KO	COCA COLA CO COM	3,671	$263K	0.1%	$45.29	+43.4%	Stock	191216100
IBTH	ISHARES IBONDS DEC 2027 TERM TREASURY ETF	11,484	$257K	0.1%	$22.16	—	ETF	46436E841
PRFZ	INVESCO RAFI US 1500 SMALL-MID ETF	6,800	$257K	0.1%	$54.27	—	ETF	46137V597
SPY	SPDR S&P 500 ETF TRUST	456	$255K	0.1%	$297.52	—	ETF	78462F103
JNJ	JOHNSON & JOHNSON COM	1,504	$249K	0.1%	$115.82	+31.6%	Stock	478160104
XLE	ENERGY SELECT SECTOR SPDR FUND	2,628	$246K	0.1%	$85.78	—	ETF	81369Y506
IVW	ISHARES S&P 500 GROWTH ETF	2,619	$243K	0.1%	$62.46	—	ETF	464287309
GWW	GRAINGER W W INC COM	244	$241K	0.1%	$426.26	+140.7%	Stock	384802104
AVGO	BROADCOM INC COM	1,424	$238K	0.1%	$154.21	+36.1%	Stock	11135F101
IBTG	ISHARES IBONDS DEC 2026 TERM TREASURY ETF	9,988	$229K	0.1%	$22.73	—	ETF	46436E858
MCD	MCDONALDS CORP COM	695	$217K	0.1%	$211.25	+38.6%	Stock	580135101
XAR	SPDR S&P AEROSPACE & DEFENSE ETF	1,350	$217K	0.1%	$124.15	—	ETF	78464A631
ACWV	ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	1,860	$216K	0.1%	$90.67	—	ETF	464286525
IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	4,052	$212K	0.1%	$54.05	—	ETF	464288646
—	ISHARES IBONDS DEC 2025 TERM TREASURY ETF	9,077	$212K	0.1%	$23.26	—	ETF	46436E866
IBM	INTERNATIONAL BUSINESS MACHS COM	831	$207K	0.1%	$114.93	+108.3%	Stock	459200101
IEFA	ISHARES CORE MSCI EAFE ETF	2,615	$198K	0.0%	$70.53	—	ETF	46432F842
TSLA	TESLA INC COM	703	$182K	0.0%	$246.09	+35.4%	Stock	88160R101
AOA	ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	2,311	$177K	0.0%	$69.41	—	ETF	464289859
QUAL	ISHARES MSCI USA QUALITY FACTOR ETF	1,009	$172K	0.0%	$123.51	—	ETF	46432F339
AXP	AMERICAN EXPRESS CO COM	621	$167K	0.0%	$158.67	+84.3%	Stock	025816109
ABBV	ABBVIE INC COM	797	$167K	0.0%	$117.77	+60.8%	Stock	00287Y109
EBC	EASTERN BANKSHARES INC COM	9,912	$163K	0.0%	$15.17	+11.6%	Stock	27627N105
ESGV	VANGUARD ESG U.S. STOCK ETF	1,631	$160K	0.0%	$75.64	—	ETF	921910733
FTEC	FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	980	$158K	0.0%	$105.49	—	ETF	316092808
WM	WASTE MGMT INC DEL COM	660	$153K	0.0%	$139.77	+56.2%	Stock	94106L109
IFRA	ISHARES U.S. INFRASTRUCTURE ETF	3,333	$150K	0.0%	$33.97	—	ETF	46435U713
—	ROYCE SMALL CAP TRUST INC COM	10,217	$145K	0.0%	$15.44	—	CEF	780910105
TJX	TJX COS INC NEW COM	1,187	$145K	0.0%	$53.08	+126.3%	Stock	872540109
IWF	ISHARES RUSSELL 1000 GROWTH ETF	399	$144K	0.0%	$391.93	—	ETF	464287614
PAYX	PAYCHEX INC COM	914	$141K	0.0%	$102.65	+39.5%	Stock	704326107
EEMV	ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	2,399	$140K	0.0%	$62.25	—	ETF	464286533
CRM	SALESFORCE INC COM	518	$139K	0.0%	$258.85	+19.4%	Stock	79466L302
EEM	ISHARES MSCI EMERGING MARKETS ETF	3,107	$136K	0.0%	$49.18	—	ETF	464287234
—	KELLANOVA COM	1,605	$132K	0.0%	$56.18	+42.4%	Stock	487836108
MA	MASTERCARD INCORPORATED CL A	240	$132K	0.0%	$431.38	+25.6%	Stock	57636Q104
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	1,093	$131K	0.0%	$110.18	—	ETF	464287705
SPYG	SPDR PORTFOLIO S&P 500 GROWTH ETF	1,600	$129K	0.0%	$66.25	—	ETF	78464A409
BIIB	BIOGEN INC COM	927	$127K	0.0%	$277.19	-48.4%	Stock	09062X103
—	DNP SELECT INCOME FD INC COM	12,765	$126K	0.0%	$10.86	—	CEF	23325P104
IVE	ISHARES S&P 500 VALUE ETF	638	$122K	0.0%	$155.17	—	ETF	464287408
PGR	PROGRESSIVE CORP COM	425	$120K	0.0%	$231.01	+6.2%	Stock	743315103
XOM	EXXON MOBIL CORP COM	1,009	$120K	0.0%	$61.83	+73.4%	Stock	30231G102
ITA	ISHARES U.S. AEROSPACE & DEFENSE ETF	752	$115K	0.0%	$104.38	—	ETF	464288760
NUDM	NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF	3,600	$115K	0.0%	$31.13	—	ETF	67092P805
PFE	PFIZER INC COM	4,512	$114K	0.0%	$28.05	-11.9%	Stock	717081103
CSCO	CISCO SYS INC COM	1,833	$113K	0.0%	$42.15	+42.6%	Stock	17275R102
GILD	GILEAD SCIENCES INC COM	997	$112K	0.0%	$62.70	+60.3%	Stock	375558103
MDY	SPDR S&P MIDCAP 400 ETF TRUST	198	$106K	0.0%	$485.75	—	ETF	78467Y107
VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	1,325	$105K	0.0%	$77.58	—	ETF	92206C409
AJG	GALLAGHER ARTHUR J & CO COM	301	$104K	0.0%	$235.94	+32.8%	Stock	363576109
T	AT&T INC COM	3,643	$103K	0.0%	$16.13	+51.0%	Stock	00206R102
ORCL	ORACLE CORP COM	730	$102K	0.0%	$90.61	+78.3%	Stock	68389X105
LMT	LOCKHEED MARTIN CORP COM	225	$101K	0.0%	$342.91	+30.7%	Stock	539830109
OKE	ONEOK INC NEW COM	1,000	$99,220	0.0%	$73.92	+28.5%	Stock	682680103
XYL	XYLEM INC COM	800	$95,568	0.0%	$122.65	0.0%	Stock	98419M100
GD	GENERAL DYNAMICS CORP COM	350	$95,403	0.0%	$184.00	+39.0%	Stock	369550108
DE	DEERE & CO COM	203	$95,278	0.0%	$360.63	+28.0%	Stock	244199105
KR	KROGER CO COM	1,398	$94,631	0.0%	$38.24	+62.9%	Stock	501044101
XT	ISHARES EXPONENTIAL TECHNOLOGIES ETF	1,637	$94,226	0.0%	$61.73	—	ETF	46434V381
KMI	KINDER MORGAN INC DEL COM	3,293	$93,944	0.0%	$15.07	+77.2%	Stock	49456B101
IAU	ISHARES GOLD TRUST	1,590	$93,746	0.0%	$34.22	—	ETF	464285204
ACN	ACCENTURE PLC IRELAND SHS CLASS A	295	$92,052	0.0%	$311.35	+12.2%	Stock	G1151C101
AA	ALCOA CORP COM	3,000	$91,500	0.0%	$40.63	-14.8%	Stock	013872106
VGT	VANGUARD INFORMATION TECHNOLOGY ETF	166	$90,035	0.0%	$375.35	—	ETF	92204A702
WSO	WATSCO INC COM	175	$88,953	0.0%	$457.10	+7.8%	Stock	942622200
SPGI	S&P GLOBAL INC COM	174	$88,409	0.0%	$395.84	+28.2%	Stock	78409V104
IYC	ISHARES U.S. CONSUMER DISCRETIONARY ETF	1,000	$88,325	0.0%	$77.00	—	ETF	464287580
XJH	ISHARES ESG SELECT SCREENED S&P MID-CAP ETF	2,141	$83,668	0.0%	$36.82	—	ETF	46436E551
BLK	BLACKROCK INC COM	88	$83,290	0.0%	$853.30	+12.7%	Stock	09290D101
GSIE	GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF	2,332	$83,151	0.0%	$32.84	—	ETF	381430107
ITW	ILLINOIS TOOL WKS INC COM	334	$82,835	0.0%	$207.67	+20.7%	Stock	452308109
GE	GE AEROSPACE COM NEW	413	$82,737	0.0%	$104.32	+87.6%	Stock	369604301
CI	THE CIGNA GROUP COM	245	$80,671	0.0%	$255.89	+15.5%	Stock	125523100
LQDH	ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF	870	$80,275	0.0%	$96.35	—	ETF	46431W705
WRB	BERKLEY W R CORP COM	1,125	$80,055	0.0%	$51.94	+15.0%	Stock	084423102
EMR	EMERSON ELEC CO COM	725	$79,489	0.0%	$68.17	+74.3%	Stock	291011104
ETN	EATON CORP PLC SHS	289	$78,559	0.0%	$238.73	+29.2%	Stock	G29183103
ABT	ABBOTT LABS COM	562	$74,549	0.0%	$109.20	+14.9%	Stock	002824100
—	VIRTUS TOTAL RETURN FD INC COM	11,900	$71,043	0.0%	$12.56	—	CEF	92835W107
NFLX	NETFLIX INC COM	76	$70,872	0.0%	$40.57	+134.4%	Stock	64110L106
KMB	KIMBERLY-CLARK CORP COM	498	$70,826	0.0%	$118.39	+9.6%	Stock	494368103
HON	HONEYWELL INTL INC COM	333	$70,513	0.0%	$194.42	+2.1%	Stock	438516106
CMCSA	COMCAST CORP NEW CL A	1,895	$69,926	0.0%	$49.75	-29.6%	Stock	20030N101
AOR	ISHARES CORE 60/40 BALANCED ALLOCATION ETF	1,213	$69,840	0.0%	$53.92	—	ETF	464289867
WTRG	ESSENTIAL UTILS INC COM	1,766	$69,810	0.0%	$37.10	-1.0%	Stock	29670G102
OSW	ONESPAWORLD HOLDINGS LIMITED COM	4,107	$68,957	0.0%	$10.05	+92.0%	Stock	P73684113
—	COHEN & STEERS TOTAL RETURN RL COM	5,650	$68,309	0.0%	$16.24	—	CEF	19247R103
AEP	AMERICAN ELEC PWR CO INC COM	600	$65,562	0.0%	$82.62	+19.2%	Stock	025537101
ILCV	ISHARES MORNINGSTAR VALUE ETF	788	$64,183	0.0%	$80.98	—	ETF	464288109
HUM	HUMANA INC COM	242	$64,033	0.0%	$406.77	-34.4%	Stock	444859102
AGM	FEDERAL AGRIC MTG CORP CL C	341	$63,941	0.0%	$107.83	+76.5%	Stock	313148306
MGV	VANGUARD MEGA CAP VALUE ETF	485	$62,487	0.0%	$124.91	—	ETF	921910840
MINT	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	618	$62,183	0.0%	$100.34	—	ETF	72201R833
VHT	VANGUARD HEALTH CARE ETF	234	$61,947	0.0%	$250.22	—	ETF	92204A504
SLV	ISHARES SILVER TRUST	1,974	$61,174	0.0%	$20.64	—	ETF	46428Q109
INTC	INTEL CORP COM	2,523	$57,302	0.0%	$41.12	-46.8%	Stock	458140100
AZO	AUTOZONE INC COM	15	$57,192	0.0%	$2509.45	+37.5%	Stock	053332102
APD	AIR PRODS & CHEMS INC COM	186	$54,855	0.0%	$255.05	+17.8%	Stock	009158106
SYK	STRYKER CORPORATION COM	146	$54,349	0.0%	$275.76	+36.7%	Stock	863667101
VTI	VANGUARD TOTAL STOCK MARKET ETF	195	$53,594	0.0%	$280.60	—	ETF	922908769
MRK	MERCK & CO INC COM	593	$53,228	0.0%	$84.40	+6.8%	Stock	58933Y105
EFG	ISHARES MSCI EAFE GROWTH ETF	519	$51,900	0.0%	$82.97	—	ETF	464288885
APH	AMPHENOL CORP NEW CL A	780	$51,160	0.0%	$62.23	+8.8%	Stock	032095101
NOBL	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	500	$51,090	0.0%	$88.00	—	ETF	74348A467
VEU	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	839	$50,894	0.0%	$58.76	—	ETF	922042775
CARR	CARRIER GLOBAL CORPORATION COM	802	$50,847	0.0%	$50.45	+30.4%	Stock	14448C104
DHR	DANAHER CORPORATION COM	247	$50,635	0.0%	$237.84	-8.8%	Stock	235851102
IDXX	IDEXX LABS INC COM	120	$50,394	0.0%	$498.67	-12.9%	Stock	45168D104
MMM	3M CO COM	341	$50,079	0.0%	$127.35	+13.5%	Stock	88579Y101
—	NUVEEN MUN VALUE FD INC COM	5,706	$50,042	0.0%	$9.95	—	CEF	670928100
CVS	CVS HEALTH CORP COM	723	$48,983	0.0%	$72.83	-20.4%	Stock	126650100
WMT	WALMART INC COM	545	$47,846	0.0%	$71.86	+29.3%	Stock	931142103
SUB	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	450	$47,520	0.0%	$104.44	—	ETF	464288158
JPIE	JPMORGAN INCOME ETF	1,000	$46,070	0.0%	$45.01	—	ETF	46641Q159
LQD	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	420	$45,650	0.0%	$112.98	—	ETF	464287242
DIS	DISNEY WALT CO COM	462	$45,630	0.0%	$104.10	+2.1%	Stock	254687106
—	EATON VANCE TAX-MANAGED DIVERS COM	3,190	$45,489	0.0%	$14.26	—	CEF	27828N102
AON	AON PLC SHS CL A	111	$44,299	0.0%	$293.46	+30.0%	Stock	G0403H108
IBTI	ISHARES IBONDS DEC 2028 TERM TREASURY ETF	1,985	$44,159	0.0%	$22.25	—	ETF	46436E833
MTB	M & T BK CORP COM	245	$43,789	0.0%	$135.94	+35.7%	Stock	55261F104
TSCO	TRACTOR SUPPLY CO COM	753	$41,487	0.0%	$51.53	+4.6%	Stock	892356106
IBB	ISHARES BIOTECHNOLOGY ETF	321	$41,046	0.0%	$156.57	—	ETF	464287556
XLK	TECHNOLOGY SELECT SECTOR SPDR FUND	197	$40,741	0.0%	$149.64	—	ETF	81369Y803
GCOW	PACER GLOBAL CASH COWS DIVIDEND ETF	1,075	$39,754	0.0%	$36.07	—	ETF	69374H709
IHAK	ISHARES CYBERSECURITY & TECH ETF	830	$38,993	0.0%	$42.48	—	ETF	46435U135
BMY	BRISTOL-MYERS SQUIBB CO COM	638	$38,908	0.0%	$54.83	+1.2%	Stock	110122108
TD	TORONTO DOMINION BK ONT COM NEW	644	$38,601	0.0%	$66.23	-12.1%	Stock	891160509
SBUX	STARBUCKS CORP COM	393	$38,549	0.0%	$103.91	-2.8%	Stock	855244109
DHI	D R HORTON INC COM	303	$38,520	0.0%	$108.17	+22.7%	Stock	23331A109
ICE	INTERCONTINENTAL EXCHANGE INC COM	220	$37,950	0.0%	$113.02	+43.4%	Stock	45866F104
IWR	ISHARES RUSSELL MIDCAP ETF	429	$36,516	0.0%	$79.16	—	ETF	464287499
BDX	BECTON DICKINSON & CO COM	156	$35,733	0.0%	$229.54	-0.9%	Stock	075887109
IXUS	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	510	$35,603	0.0%	$70.45	—	ETF	46432F834
A	AGILENT TECHNOLOGIES INC COM	300	$35,094	0.0%	$151.43	-11.6%	Stock	00846U101
LH	LABCORP HOLDINGS INC COM SHS	150	$34,911	0.0%	$199.50	+20.4%	Stock	504922105
MCK	MCKESSON CORP COM	51	$34,322	0.0%	$387.54	+58.9%	Stock	58155Q103
CDW	CDW CORP COM	214	$34,296	0.0%	$209.07	-14.3%	Stock	12514G108
EPD	ENTERPRISE PRODS PARTNERS L P COM	1,000	$34,140	0.0%	$28.98	—	Stock	293792107
XLP	CONSUMER STAPLES SELECT SECTOR SPDR FUND	415	$33,893	0.0%	$68.33	—	ETF	81369Y308
JEPQ	JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	650	$33,657	0.0%	$51.78	—	ETF	46654Q203
IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	610	$32,922	0.0%	$49.98	—	ETF	46434G103
SKYY	FIRST TRUST CLOUD COMPUTING ETF	321	$32,816	0.0%	$95.37	—	ETF	33734X192
MAR	MARRIOTT INTL INC NEW CL A	137	$32,633	0.0%	$143.42	+87.8%	Stock	571903202
ELV	ELEVANCE HEALTH INC COM	75	$32,622	0.0%	$357.60	+10.3%	Stock	036752103
GRID	FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX	288	$32,581	0.0%	$92.87	—	ETF	33737A108
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	397	$32,459	0.0%	$97.05	—	ETF	92206C870
NEE	NEXTERA ENERGY INC COM	455	$32,255	0.0%	$73.50	-6.6%	Stock	65339F101
IDV	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	1,035	$32,106	0.0%	$27.25	—	ETF	464288448
AMP	AMERIPRISE FINL INC COM	66	$31,951	0.0%	$377.17	+37.5%	Stock	03076C106
LECO	LINCOLN ELEC HLDGS INC COM	166	$31,401	0.0%	$136.02	+44.3%	Stock	533900106
SYY	SYSCO CORP COM	414	$31,067	0.0%	$70.50	+1.1%	Stock	871829107
FDL	FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	691	$30,017	0.0%	$40.26	—	ETF	336917109
DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	575	$29,607	0.0%	$47.41	—	ETF	25434V609
DTE	DTE ENERGY CO COM	214	$29,590	0.0%	$101.29	+22.1%	Stock	233331107
—	CALAMOS CONV OPPORTUNITIES & I SH BEN INT	3,075	$29,489	0.0%	$9.59	—	CEF	128117108
OTIS	OTIS WORLDWIDE CORP COM	279	$28,793	0.0%	$83.46	+15.2%	Stock	68902V107
WFC	WELLS FARGO CO NEW COM	379	$27,208	0.0%	$42.47	+73.5%	Stock	949746101
CNRG	SPDR S&P KENSHO CLEAN POWER ETF	540	$27,189	0.0%	$98.75	—	ETF	78468R655
VWO	VANGUARD FTSE EMERGING MARKETS ETF	597	$27,020	0.0%	$49.62	—	ETF	922042858
BAC	BANK AMERICA CORP COM	647	$26,999	0.0%	$39.90	+9.3%	Stock	060505104
BR	BROADRIDGE FINL SOLUTIONS INC COM	111	$26,913	0.0%	$182.43	+27.1%	Stock	11133T103
HPQ	HP INC COM	955	$26,444	0.0%	$27.96	+8.6%	Stock	40434L105
GEV	GE VERNOVA INC COM	86	$26,200	0.0%	$164.73	+111.3%	Stock	36828A101
AMT	AMERICAN TOWER CORP NEW COM	120	$26,112	0.0%	$187.25	+1.2%	REIT	03027X100
ADBE	ADOBE INC COM	68	$26,080	0.0%	$528.87	-18.9%	Stock	00724F101
ACWX	ISHARES MSCI ACWI EX U.S. ETF	465	$25,784	0.0%	$47.12	—	ETF	464288240
—	PATTERSON COS INC COM	824	$25,742	0.0%	$30.34	—	Stock	703395103
HAL	HALLIBURTON CO COM	1,008	$25,573	0.0%	$25.57	+0.1%	Stock	406216101
PAAA	PGIM AAA CLO ETF	488	$25,039	0.0%	$51.20	—	ETF	69344A834
PULS	PGIM ULTRA SHORT BOND ETF	503	$25,014	0.0%	$49.55	—	ETF	69344A107
CAT	CATERPILLAR INC COM	75	$24,735	0.0%	$192.08	+83.2%	Stock	149123101
MET	METLIFE INC COM	300	$24,087	0.0%	$54.82	+48.0%	Stock	59156R108
GSST	GOLDMAN SACHS ULTRA SHORT BOND ETF	466	$23,552	0.0%	$49.85	—	ETF	381430230
COP	CONOCOPHILLIPS COM	220	$23,104	0.0%	$85.21	+13.6%	Stock	20825C104
TRV	TRAVELERS COMPANIES INC COM	86	$22,744	0.0%	$170.19	+44.2%	Stock	89417E109
FSTA	FIDELITY MSCI CONSUMER STAPLES INDEX ETF	424	$21,684	0.0%	$42.33	—	ETF	316092303
COMT	ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF	810	$21,441	0.0%	$28.35	—	ETF	46431W853
IWY	ISHARES RUSSELL TOP 200 GROWTH ETF	100	$21,183	0.0%	$211.83	—	ETF	464289438
PRF	INVESCO RAFI US 1000 ETF	524	$21,164	0.0%	$40.39	—	ETF	46137V613
XLF	FINANCIAL SELECT SECTOR SPDR FUND	422	$21,020	0.0%	$36.97	—	ETF	81369Y605
VBK	VANGUARD SMALL-CAP GROWTH ETF	82	$20,645	0.0%	$280.06	—	ETF	922908595
BAX	BAXTER INTL INC COM	592	$20,264	0.0%	$71.56	-55.0%	Stock	071813109
CSX	CSX CORP COM	681	$20,042	0.0%	$30.14	+3.9%	Stock	126408103
CWEN	CLEARWAY ENERGY INC CL C	660	$19,978	0.0%	$25.85	-0.1%	Stock	18539C204
JHMM	JOHN HANCOCK MULTIFACTOR MID CAP ETF	346	$19,826	0.0%	$52.23	—	ETF	47804J206
DUK	DUKE ENERGY CORP NEW COM NEW	162	$19,759	0.0%	$97.27	+13.6%	Stock	26441C204
IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	168	$19,738	0.0%	$119.34	—	ETF	464287481
AZN	ASTRAZENECA PLC SPONSORED ADR	264	$19,404	0.0%	$60.61	—	ADR	046353108
MRSH	MARSH & MCLENNAN COS INC COM	78	$19,034	0.0%	$178.79	+24.9%	Stock	571748102
SHW	SHERWIN WILLIAMS CO COM	54	$18,856	0.0%	$310.23	+12.2%	Stock	824348106
VTV	VANGUARD VALUE ETF	107	$18,499	0.0%	$172.89	—	ETF	922908744
—	NUVEEN AMT FREE QLTY MUN INCME COM	1,630	$18,256	0.0%	$11.66	—	CEF	670657105
VIS	VANGUARD INDUSTRIALS ETF	72	$17,824	0.0%	$194.44	—	ETF	92204A603
UNP	UNION PAC CORP COM	74	$17,482	0.0%	$175.93	+33.9%	Stock	907818108
MGK	VANGUARD MEGA CAP GROWTH ETF	56	$17,297	0.0%	$343.41	—	ETF	921910816
ORLY	OREILLY AUTOMOTIVE INC COM	12	$17,191	0.0%	$62.73	+38.7%	Stock	67103H107
SDG	ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF	237	$17,156	0.0%	$87.05	—	ETF	46435G532
FDX	FEDEX CORP COM	70	$17,065	0.0%	$247.97	+2.3%	Stock	31428X106
SCHW	SCHWAB CHARLES CORP COM	217	$16,987	0.0%	$69.71	+11.4%	Stock	808513105
SNA	SNAP ON INC COM	50	$16,851	0.0%	$215.67	+53.8%	Stock	833034101
FBT	FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND	98	$16,671	0.0%	$170.00	—	ETF	33733E203
PKG	PACKAGING CORP AMER COM	84	$16,634	0.0%	$129.65	+60.7%	Stock	695156109
TXN	TEXAS INSTRS INC COM	90	$16,173	0.0%	$161.90	+12.6%	Stock	882508104
TEL	TE CONNECTIVITY PLC ORD SHS	114	$16,110	0.0%	$146.87	-0.3%	Stock	G87052109
USB	US BANCORP DEL COM NEW	378	$15,959	0.0%	$46.34	-4.6%	Stock	902973304
PANW	PALO ALTO NETWORKS INC COM	92	$15,699	0.0%	$167.83	+10.2%	Stock	697435105
LOW	LOWES COS INC COM	66	$15,393	0.0%	$232.58	+4.1%	Stock	548661107
QCOM	QUALCOMM INC COM	100	$15,361	0.0%	$154.17	+3.6%	Stock	747525103
BLDR	BUILDERS FIRSTSOURCE INC COM	122	$15,243	0.0%	$62.46	+133.0%	Stock	12008R107
—	EATON VANCE MUN BD FD COM	1,525	$15,204	0.0%	$10.49	—	CEF	27827X101
PH	PARKER-HANNIFIN CORP COM	25	$15,196	0.0%	$404.30	+60.4%	Stock	701094104
SHYG	ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	351	$14,916	0.0%	$44.83	—	ETF	46434V407
IYG	ISHARES US FINANCIAL SERVICES ETF	189	$14,846	0.0%	$65.21	—	ETF	464287770
AMAT	APPLIED MATLS INC COM	99	$14,367	0.0%	$167.43	-0.5%	Stock	038222105
QLTA	ISHARES AAA-A RATED CORPORATE BOND ETF	300	$14,259	0.0%	$53.77	—	ETF	46429B291
AOM	ISHARES CORE 40/60 MODERATE ALLOCATION ETF	323	$14,173	0.0%	$42.52	—	ETF	464289875
GS	GOLDMAN SACHS GROUP INC COM	25	$13,657	0.0%	$590.71	0.0%	Stock	38141G104
—	ISHARES IBONDS DEC 2025 TERM CORPORATE ETF	543	$13,656	0.0%	$25.46	—	ETF	46434VBD1
ZBH	ZIMMER BIOMET HOLDINGS INC COM	120	$13,582	0.0%	$135.70	-21.9%	Stock	98956P102
PYPL	PAYPAL HLDGS INC COM	206	$13,442	0.0%	$229.16	-66.1%	Stock	70450Y103
ECL	ECOLAB INC COM	53	$13,437	0.0%	$227.14	+9.9%	Stock	278865100
—	INVESCO MUN OPPORTUNITY TR COM	1,411	$13,390	0.0%	$10.63	—	CEF	46132C107
—	BLACKROCK MUNI INCOME TR II COM	1,264	$13,133	0.0%	$11.08	—	CEF	09249N101
—	NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT	1,069	$13,074	0.0%	$13.35	—	CEF	67070X101
HFXI	NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF	475	$13,072	0.0%	$27.52	—	ETF	45409B560
ROK	ROCKWELL AUTOMATION INC COM	50	$12,919	0.0%	$284.68	-3.6%	Stock	773903109
PRGS	PROGRESS SOFTWARE CORP COM	250	$12,878	0.0%	$50.75	+12.8%	Stock	743312100
BOND	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	136	$12,575	0.0%	$96.36	—	ETF	72201R775
CEG	CONSTELLATION ENERGY CORP COM	62	$12,501	0.0%	$134.96	+97.6%	Stock	21037T109
—	PUTNAM MUN OPPORTUNITIES TR SH BEN INT	1,191	$12,136	0.0%	$11.75	—	CEF	746922103
IEI	ISHARES 3-7 YEAR TREASURY BOND ETF	102	$12,096	0.0%	$118.59	—	ETF	464288661
QCLN	FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND	410	$11,734	0.0%	$64.95	—	ETF	33733E500
EBAY	EBAY INC. COM	173	$11,717	0.0%	$66.14	-0.7%	Stock	278642103
IJS	ISHARES S&P SMALL-CAP 600 VALUE ETF	120	$11,698	0.0%	$108.33	—	ETF	464287879
MS	MORGAN STANLEY COM NEW	100	$11,667	0.0%	$125.91	0.0%	Stock	617446448
—	AMEDISYS INC COM	125	$11,579	0.0%	$91.80	—	Stock	023436108
KRBN	KRANESHARES GLOBAL CARBON STRATEGY ETF	393	$11,090	0.0%	$39.36	—	ETF	500767678
UPS	UNITED PARCEL SERVICE INC CL B	100	$10,999	0.0%	$174.85	-35.6%	Stock	911312106
GEHC	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK	136	$10,953	0.0%	$75.63	+13.5%	Stock	36266G107
BC	BRUNSWICK CORP COM	200	$10,770	0.0%	$84.62	-27.8%	Stock	117043109
GOVT	ISHARES U.S. TREASURY BOND ETF	462	$10,619	0.0%	$23.19	—	ETF	46429B267
KBE	SPDR S&P BANK ETF	200	$10,592	0.0%	$52.96	—	ETF	78464A797
BCSF	BAIN CAP SPECIALTY FIN INC COM STK	637	$10,574	0.0%	$14.34	+7.3%	CEF	05684B107
RDDT	REDDIT INC CL A	100	$10,490	0.0%	$54.74	+202.0%	Stock	75734B100
DLR	DIGITAL RLTY TR INC COM	73	$10,460	0.0%	$171.20	-7.7%	REIT	253868103
DTM	DT MIDSTREAM INC COMMON STOCK	107	$10,323	0.0%	$35.96	+170.2%	Stock	23345M107
GIGB	GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF	225	$10,296	0.0%	$53.33	—	ETF	381430479
FXD	FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND	177	$10,247	0.0%	$56.50	—	ETF	33734X101
STIP	ISHARES 0-5 YEAR TIPS BOND ETF	99	$10,240	0.0%	$103.08	—	ETF	46429B747
XMVFX	BLACKROCK MUNIVEST FD INC COM	1,433	$10,045	0.0%	$7.68	—	CEF	09253R105
—	NUVEEN AMT FREE MUN CR INC FD COM	799	$9,892	0.0%	$16.71	—	CEF	67071L106
GM	GENERAL MTRS CO COM	210	$9,873	0.0%	$30.24	+61.4%	Stock	37045V100
EQIX	EQUINIX INC COM	12	$9,784	0.0%	$759.90	+15.9%	REIT	29444U700
SDY	SPDR S&P DIVIDEND ETF	72	$9,769	0.0%	$125.11	—	ETF	78464A763
ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	79	$9,639	0.0%	$97.06	—	ETF	464287150
TGT	TARGET CORP COM	90	$9,392	0.0%	$210.74	-43.0%	Stock	87612E106
CL	COLGATE PALMOLIVE CO COM	100	$9,370	0.0%	$71.85	+22.2%	Stock	194162103
VIOO	VANGUARD S&P SMALL-CAP 600 ETF	97	$9,362	0.0%	$96.52	—	ETF	921932828
—	MFS HIGH INCOME MUN TR SH BEN INT	2,517	$9,288	0.0%	$3.58	—	CEF	59318D104
BX	BLACKSTONE INC COM	66	$9,225	0.0%	$100.33	+57.7%	Stock	09260D107
—	DISCOVER FINL SVCS COM	54	$9,218	0.0%	$129.63	—	Stock	254709108
BKNG	BOOKING HOLDINGS INC COM	2	$9,214	0.0%	$2979.20	+59.4%	Stock	09857L108
TROW	PRICE T ROWE GROUP INC COM	100	$9,187	0.0%	$145.08	-30.7%	Stock	74144T108
RODM	HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF	296	$9,159	0.0%	$30.94	—	ETF	518416102
STT	STATE STR CORP COM	100	$8,953	0.0%	$74.03	+25.3%	Stock	857477103
ZTS	ZOETIS INC CL A	54	$8,891	0.0%	$193.82	-15.1%	Stock	98978V103
WMB	WILLIAMS COS INC COM	147	$8,785	0.0%	$51.72	+7.2%	Stock	969457100
F	FORD MTR CO COM	876	$8,782	0.0%	$11.15	-17.1%	Stock	345370860
CB	CHUBB LIMITED COM	29	$8,758	0.0%	$220.46	+25.3%	Stock	H1467J104
FSLR	FIRST SOLAR INC COM	69	$8,724	0.0%	$148.17	+5.4%	Stock	336433107
EXC	EXELON CORP COM	188	$8,663	0.0%	$32.42	+25.0%	Stock	30161N101
MFDX	PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF	268	$8,570	0.0%	$31.98	—	ETF	72202L371
SRE	SEMPRA COM	114	$8,135	0.0%	$84.33	-10.4%	Stock	816851109
GDX	VANECK GOLD MINERS ETF	175	$8,045	0.0%	$30.25	—	ETF	92189F106
KLG	WK KELLOGG CO COM SHS	401	$7,992	0.0%	$16.46	—	Stock	92942W107
EAOM	ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF	276	$7,626	0.0%	$26.34	—	ETF	46436E684
XBFZX	BLACKROCK CALIF MUN INCOME TR SH BEN INT	691	$7,587	0.0%	$11.58	—	CEF	09248E102
DOW	DOW INC COM	216	$7,543	0.0%	$45.08	-20.2%	Stock	260557103
OMFL	INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF	141	$7,530	0.0%	$53.40	—	ETF	46138J619
IEUR	ISHARES CORE MSCI EUROPE ETF	125	$7,519	0.0%	$57.14	—	ETF	46434V738
NVS	NOVARTIS AG SPONSORED ADR	67	$7,469	0.0%	$89.55	—	ADR	66987V109
ARKQ	ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF	112	$7,421	0.0%	$80.36	—	ETF	00214Q203
INTU	INTUIT COM	12	$7,368	0.0%	$544.11	+9.8%	Stock	461202103
TTEK	TETRA TECH INC NEW COM	250	$7,313	0.0%	$44.50	-24.6%	Stock	88162G103
CCI	CROWN CASTLE INC COM	69	$7,192	0.0%	$98.11	-9.2%	REIT	22822V101
SBLK	STAR BULK CARRIERS CORP. SHS PAR	450	$7,002	0.0%	$18.58	-16.1%	Stock	Y8162K204
CTAS	CINTAS CORP COM	34	$6,988	0.0%	$179.78	+10.0%	Stock	172908105
STZ	CONSTELLATION BRANDS INC CL A	38	$6,974	0.0%	$207.18	-14.2%	Stock	21036P108
AOK	ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF	183	$6,886	0.0%	$37.48	—	ETF	464289883
DOV	DOVER CORP COM	39	$6,852	0.0%	$150.11	+26.8%	Stock	260003108
CSL	CARLISLE COS INC COM	20	$6,810	0.0%	$394.88	-10.4%	Stock	142339100
ZM	ZOOM COMMUNICATIONS INC CL A	92	$6,787	0.0%	$301.70	-73.6%	Stock	98980L101
VRTX	VERTEX PHARMACEUTICALS INC COM	14	$6,787	0.0%	$463.53	+0.5%	Stock	92532F100
PNC	PNC FINL SVCS GROUP INC COM	38	$6,679	0.0%	$146.05	+25.5%	Stock	693475105
LHX	L3HARRIS TECHNOLOGIES INC COM	31	$6,489	0.0%	$234.55	-12.2%	Stock	502431109
SOLV	SOLVENTUM CORP COM SHS	85	$6,463	0.0%	$60.70	+22.7%	Stock	83444M101
HAS	HASBRO INC COM	105	$6,456	0.0%	$81.04	-28.0%	Stock	418056107
APLE	APPLE HOSPITALITY REIT INC COM NEW	500	$6,455	0.0%	$16.00	—	REIT	03784Y200
CALF	PACER US SMALL CAP CASH COWS ETF	170	$6,375	0.0%	$44.01	—	ETF	69374H857
TDIV	FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND	84	$6,183	0.0%	$56.12	—	ETF	33738R118
FAST	FASTENAL CO COM	79	$6,126	0.0%	$38.15	-3.4%	Stock	311900104
IWS	ISHARES RUSSELL MID-CAP VALUE ETF	48	$6,047	0.0%	$129.34	—	ETF	464287473
CLX	CLOROX CO DEL COM	40	$5,890	0.0%	$147.01	+0.7%	Stock	189054109
ENB	ENBRIDGE INC COM	132	$5,849	0.0%	$29.90	+38.4%	Stock	29250N105
ADI	ANALOG DEVICES INC COM	29	$5,848	0.0%	$184.73	+15.3%	Stock	032654105
VOX	VANGUARD COMMUNICATION SERVICES ETF	39	$5,787	0.0%	$143.71	—	ETF	92204A884
MLKN	MILLERKNOLL INC COM	300	$5,742	0.0%	$37.27	-45.0%	Stock	600544100
MSI	MOTOROLA SOLUTIONS INC COM NEW	13	$5,692	0.0%	$468.46	-5.7%	Stock	620076307
TIP	ISHARES TIPS BOND ETF	51	$5,633	0.0%	$127.99	—	ETF	464287176
DVN	DEVON ENERGY CORP NEW COM	150	$5,610	0.0%	$47.24	-26.8%	Stock	25179M103
D	DOMINION ENERGY INC COM	100	$5,607	0.0%	$62.43	-15.5%	Stock	25746U109
TAN	INVESCO SOLAR ETF	180	$5,483	0.0%	$74.42	—	ETF	46138G706
IJK	ISHARES S&P MID-CAP 400 GROWTH ETF	65	$5,413	0.0%	$90.92	—	ETF	464287606
MMYT	MAKEMYTRIP LIMITED MAURITIUS SHS	55	$5,389	0.0%	$103.19	0.0%	Stock	V5633W109
FENY	FIDELITY MSCI ENERGY INDEX ETF	209	$5,340	0.0%	$14.42	—	ETF	316092402
XEL	XCEL ENERGY INC COM	75	$5,309	0.0%	$51.36	+28.5%	Stock	98389B100
BGRN	ISHARES TRUST ISHARES USD GREEN BOND ETF	108	$5,110	0.0%	$53.43	—	ETF	46435U440
ARTY	ISHARES FUTURE AI & TECH ETF	162	$5,095	0.0%	$42.34	—	ETF	46435U556
NLY	ANNALY CAPITAL MANAGEMENT INC COM NEW	250	$5,078	0.0%	$18.00	—	REIT	035710839
DEO	DIAGEO PLC SPON ADR NEW	48	$5,030	0.0%	$193.88	—	ADR	25243Q205
CRWD	CROWDSTRIKE HLDGS INC CL A	14	$4,936	0.0%	$332.51	+14.6%	Stock	22788C105
—	NUVEEN QUALITY MUNCP INCOME FD COM	419	$4,827	0.0%	$11.93	—	CEF	67066V101
IDRV	ISHARES SELF-DRIVING EV & TECH ETF	165	$4,823	0.0%	$34.11	—	ETF	46435U366
SON	SONOCO PRODS CO COM	100	$4,724	0.0%	$54.31	-16.6%	Stock	835495102
EAOR	ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF	146	$4,561	0.0%	$31.68	—	ETF	46436E676
ADSK	AUTODESK INC COM	17	$4,451	0.0%	$295.42	-3.7%	Stock	052769106
XMYDX	BLACKROCK MUNIYIELD FD INC COM	421	$4,442	0.0%	$11.88	—	CEF	09253W104
GIS	GENERAL MLS INC COM	72	$4,305	0.0%	$52.97	+9.4%	Stock	370334104
IWN	ISHARES RUSSELL 2000 VALUE ETF	28	$4,227	0.0%	$154.66	—	ETF	464287630
FTS	FORTIS INC COM	91	$4,148	0.0%	$38.22	+10.3%	Stock	349553107
COF	CAPITAL ONE FINL CORP COM	23	$4,124	0.0%	$170.68	+9.4%	Stock	14040H105
—	PUTNAM MANAGED MUN INCOME TR COM	670	$4,107	0.0%	$5.97	—	CEF	746823103
NOC	NORTHROP GRUMMAN CORP COM	8	$4,096	0.0%	$492.97	-4.7%	Stock	666807102
IWO	ISHARES RUSSELL 2000 GROWTH ETF	16	$4,088	0.0%	$255.24	—	ETF	464287648
BHB	BAR HBR BANKSHARES COM	137	$4,038	0.0%	$23.08	+29.2%	Stock	066849100
XLRE	REAL ESTATE SELECT SECTOR SPDR FUND	96	$4,018	0.0%	$43.42	—	ETF	81369Y860
SHEL	SHELL PLC SPON ADS	54	$3,957	0.0%	$58.09	—	ADR	780259305
RGR	STURM RUGER & CO INC COM	100	$3,929	0.0%	$77.75	-51.7%	Stock	864159108
DJT	TRUMP MEDIA & TECHNOLOGY GROUP COM	200	$3,908	0.0%	$42.00	-33.1%	Stock	25400Q105
O	REALTY INCOME CORP COM	67	$3,887	0.0%	$53.81	-2.3%	REIT	756109104
XMQTX	BLACKROCK MUNIYIELD QUALITY FD COM	383	$3,830	0.0%	$10.44	—	CEF	09254G108
MLM	MARTIN MARIETTA MATLS INC COM	8	$3,825	0.0%	$563.61	-10.4%	Stock	573284106
JETS	U.S. GLOBAL JETS ETF	182	$3,780	0.0%	$23.62	—	ETF	26922A842
PBI	PITNEY BOWES INC COM	415	$3,756	0.0%	$7.83	+15.7%	Stock	724479100
—	ALLIANCEBERNSTEIN NATL MUN INM COM	345	$3,747	0.0%	$11.59	—	CEF	01864U106
EXEL	EXELIXIS INC COM	100	$3,692	0.0%	$35.63	0.0%	Stock	30161Q104
OLN	OLIN CORP COM PAR $1	150	$3,636	0.0%	$42.66	-36.2%	Stock	680665205
—	FEDERATED HERMES PREM MUNI INM COM	333	$3,616	0.0%	$12.01	—	CEF	31423P108
—	WELLS FARGO CO NEW PERP PFD CNV A	3	$3,602	0.0%	$1282.33	—	Convertible Preferred	949746804
VLTO	VERALTO CORP COM SHS	36	$3,508	0.0%	$105.96	-6.2%	Stock	92338C103
HUBS	HUBSPOT INC COM	6	$3,428	0.0%	$642.90	+9.1%	Stock	443573100
—	BNY MELLON STRATEGIC MUNS INC COM	557	$3,409	0.0%	$7.18	—	CEF	05588W108
XMVTX	BLACKROCK MUNIVEST FD II INC COM	319	$3,372	0.0%	$12.54	—	CEF	09253T101
HLN	HALEON PLC SPON ADS	326	$3,355	0.0%	$9.54	—	ADR	405552100
IYH	ISHARES U.S. HEALTHCARE ETF	55	$3,349	0.0%	$104.07	—	ETF	464287762
SWK	STANLEY BLACK & DECKER INC COM	43	$3,280	0.0%	$150.32	-46.3%	Stock	854502101
—	BNY MELLON STRATEGIC MUN BD FD COM	565	$3,260	0.0%	$7.08	—	CEF	09662E109
MCHP	MICROCHIP TECHNOLOGY INC. COM	66	$3,195	0.0%	$71.08	-23.8%	Stock	595017104
—	INVESCO TR INVT GRADE MUNS COM	320	$3,187	0.0%	$9.38	—	CEF	46131M106
—	INVESCO ADVANTAGE MUN INCOME T SH BEN INT	364	$3,109	0.0%	$8.24	—	CEF	46132E103
—	MFS HIGH YIELD MUN TR SH BEN INT	844	$2,946	0.0%	$3.55	—	CEF	59318E102
UBER	UBER TECHNOLOGIES INC COM	40	$2,914	0.0%	$71.41	+0.9%	Stock	90353T100
JCI	JOHNSON CTLS INTL PLC SHS	33	$2,644	0.0%	$57.70	+41.4%	Stock	G51502105
MDB	MONGODB INC CL A	15	$2,631	0.0%	$243.68	0.0%	Stock	60937P106
WD	WALKER & DUNLOP INC COM	30	$2,561	0.0%	$86.60	0.0%	Stock	93148P102
RIVN	RIVIAN AUTOMOTIVE INC COM CL A	200	$2,490	0.0%	$26.32	-52.2%	Stock	76954A103
ISRG	INTUITIVE SURGICAL INC COM NEW	5	$2,476	0.0%	$520.85	+6.2%	Stock	46120E602
EAOA	ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF	69	$2,455	0.0%	$35.58	—	ETF	46436E668
WBD	WARNER BROS DISCOVERY INC COM SER A	223	$2,393	0.0%	$11.43	-8.5%	Stock	934423104
TSM	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	14	$2,324	0.0%	$197.49	—	ADR	874039100
ICLN	ISHARES GLOBAL CLEAN ENERGY ETF	200	$2,284	0.0%	$21.47	—	ETF	464288224
XPZCX	PIMCO CALIF MUN INCOME FD III COM	343	$2,236	0.0%	$8.75	—	CEF	72201C109
BIP	BROOKFIELD INFRAST PARTNERS LP LP INT UNIT	75	$2,234	0.0%	$53.33	—	Stock	G16252101
MNST	MONSTER BEVERAGE CORP NEW COM	38	$2,224	0.0%	$53.01	-1.7%	Stock	61174X109
ASML	ASML HOLDING N V N Y REGISTRY SHS	3	$1,988	0.0%	$693.00	—	ADR	N07059210
LULU	LULULEMON ATHLETICA INC COM	7	$1,981	0.0%	$328.87	+11.5%	Stock	550021109
CRBN	ISHARES MSCI ACWI LOW CARBON TARGET ETF	10	$1,912	0.0%	$164.67	—	ETF	46434V464
NCLH	NORWEGIAN CRUISE LINE HLDG LTD SHS	100	$1,896	0.0%	$25.45	-5.4%	Stock	G66721104
TKO	TKO GROUP HOLDINGS INC CL A	12	$1,834	0.0%	$128.97	+17.1%	Stock	87256C101
ALC	ALCON AG ORD SHS	19	$1,804	0.0%	$89.86	-0.5%	Stock	H01301128
SHOP	SHOPIFY INC CL A SUB VTG SHS	18	$1,719	0.0%	$97.26	+12.0%	Stock	82509L107
VTRS	VIATRIS INC COM	186	$1,624	0.0%	$11.46	-12.5%	Stock	92556V106
ARES	ARES MANAGEMENT CORPORATION CL A COM STK	11	$1,613	0.0%	$165.33	+1.8%	Stock	03990B101
NOW	SERVICENOW INC COM	2	$1,592	0.0%	$202.58	-4.9%	Stock	81762P102
FCX	FREEPORT-MCMORAN INC CL B	42	$1,590	0.0%	$44.04	-14.1%	Stock	35671D857
NTB	BANK OF NT BUTTERFIELD&SON LTD SHS NEW	40	$1,557	0.0%	$36.78	0.0%	Stock	G0772R208
DOCS	DOXIMITY INC CL A	25	$1,451	0.0%	$48.96	+29.0%	Stock	26622P107
DLB	DOLBY LABORATORIES INC COM CL A	18	$1,446	0.0%	$74.21	+7.6%	Stock	25659T107
ACHR	ARCHER AVIATION INC COM CL A	200	$1,422	0.0%	$3.67	+141.5%	Stock	03945R102
CRSP	CRISPR THERAPEUTICS AG NAMEN AKT	40	$1,361	0.0%	$42.39	0.0%	Stock	H17182108
PODD	INSULET CORP COM	5	$1,313	0.0%	$251.84	+7.5%	Stock	45784P101
FWONK	LIBERTY MEDIA CORP DEL COM LBTY ONE S C	14	$1,260	0.0%	$92.64	—	Stock	531229755
—	BLACKROCK MUNIHLDNGS CALI QLTY COM	108	$1,157	0.0%	$9.26	—	CEF	09254L107
SLF	SUN LIFE FINANCIAL INC. COM	20	$1,143	0.0%	$55.08	+3.5%	Stock	866796105
FTRE	FORTREA HLDGS INC COMMON STOCK	150	$1,133	0.0%	$33.33	-57.6%	Stock	34965K107
—	BLACKROCK MUNIYIELD QUALITY FD COM	85	$934	0.0%	$11.76	—	CEF	09254E103
APPN	APPIAN CORP CL A	30	$864	0.0%	$32.73	0.0%	Stock	03782L101
FIVN	FIVE9 INC COM	30	$815	0.0%	$36.67	0.0%	Stock	338307101
—	HANCOCK JOHN INVT TR II COM	50	$679	0.0%	$20.00	—	CEF	410142103
KD	KYNDRYL HLDGS INC COMMON STOCK	21	$659	0.0%	$21.59	+73.6%	Stock	50155Q100
—	BLACKROCK MUNIYIELD N Y QUALIT COM	60	$596	0.0%	$16.67	—	CEF	09255E102
STX	SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	7	$595	0.0%	$98.15	-5.4%	Stock	G7997R103
PCTY	PAYLOCITY HLDG CORP COM	3	$562	0.0%	$191.38	+4.4%	Stock	70438V106
WAB	WABTEC COM	3	$544	0.0%	$158.48	+20.5%	Stock	929740108
—	BLACKROCK MUNIYILD QULT FD INC COM	46	$539	0.0%	$21.74	—	CEF	09254F100
—	BLACKROCK MUNIHLDGS NY QLTY FD COM	48	$487	0.0%	$20.83	—	CEF	09255C106
IONS	IONIS PHARMACEUTICALS INC COM	14	$422	0.0%	$37.38	-12.4%	Stock	462222100
EMBC	EMBECTA CORP COMMON STOCK	27	$344	0.0%	$25.42	-39.8%	Stock	29082K105
—	PIMCO MUN INCOME FD COM	38	$336	0.0%	—	—	CEF	72200R107
BIPC	BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A	7	$253	0.0%	$40.13	-5.6%	Stock	11276H106
SFIX	STITCH FIX INC COM CL A	70	$228	0.0%	$4.56	0.0%	Stock	860897107
NOK	NOKIA CORP SPONSORED ADR	40	$211	0.0%	$3.77	—	ADR	654902204
SNDK	SANDISK CORP COM	4	$190	0.0%	$49.67	0.0%	Stock	80004C200
FWONA	LIBERTY MEDIA CORP DEL COM LBTY ONE S A	2	$163	0.0%	$84.00	—	Stock	531229771
CNDT	CONDUENT INC COM	40	$108	0.0%	$6.87	-46.8%	Stock	206787103
—	ZIMVIE INC COM	10	$108	0.0%	—	—	Stock	98888T107
BZUN	BAOZUN INC SPONSORED ADR	30	$82	0.0%	$2.73	—	ADR	06684L103