Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES CORE S&P 500 ETF	116,624	$79.88M	17.1%	$425.41	—	ETF	464287200
AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	513,908	$51.33M	11.0%	$98.87	—	ETF	464287226
FBND	FIDELITY TOTAL BOND ETF	782,784	$36.04M	7.7%	$45.25	—	ETF	316188309
VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	531,364	$33.19M	7.1%	$48.04	—	ETF	921943858
JCPB	JPMORGAN CORE PLUS BOND ETF	488,955	$23.15M	5.0%	$46.84	—	ETF	46641Q670
JPST	JPMORGAN ULTRA-SHORT INCOME ETF	430,219	$21.76M	4.7%	$50.33	—	ETF	46641Q837
SHV	ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	194,764	$21.45M	4.6%	$110.36	—	ETF	464288679
IUSG	ISHARES CORE S&P U.S. GROWTH ETF	119,831	$20.12M	4.3%	$62.24	—	ETF	464287671
FELC	FIDELITY ENHANCED LARGE CAP CORE ETF	397,652	$15.18M	3.3%	$31.84	—	ETF	316092113
JIRE	JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	176,620	$13.23M	2.8%	$64.90	—	ETF	46641Q134
DSI	ISHARES ESG MSCI KLD 400 ETF	79,229	$10.21M	2.2%	$83.14	—	ETF	464288570
IJH	ISHARES CORE S&P MID-CAP ETF	134,728	$8.892M	1.9%	$89.92	—	ETF	464287507
VIG	VANGUARD DIVIDEND APPRECIATION ETF	40,344	$8.867M	1.9%	$188.28	—	ETF	921908844
SGOV	ISHARES 0-3 MONTH TREASURY BOND ETF	85,185	$8.551M	1.8%	$100.71	—	ETF	46436E718
IJR	ISHARES CORE S&P SMALL CAP ETF	69,521	$8.355M	1.8%	$101.72	—	ETF	464287804
MTUM	ISHARES MSCI USA MOMENTUM FACTOR ETF	28,508	$7.136M	1.5%	$209.82	—	ETF	46432F396
ESGD	ISHARES ESG AWARE MSCI EAFE ETF	67,656	$6.433M	1.4%	$77.41	—	ETF	46435G516
EAGG	ISHARES ESG AWARE US AGGREGATE BOND ETF	133,944	$6.409M	1.4%	$48.84	—	ETF	46435U549
AAPL	APPLE INC COM	22,498	$6.116M	1.3%	$109.73	+144.5%	Stock	037833100
SPEM	SPDR PORTFOLIO EMERGING MARKETS ETF	123,020	$5.759M	1.2%	$40.81	—	ETF	78463X509
ESGU	ISHARES ESG AWARE MSCI USA ETF	32,511	$4.843M	1.0%	$121.80	—	ETF	46435G425
MSFT	MICROSOFT CORP COM	8,093	$3.914M	0.8%	$226.14	+121.4%	Stock	594918104
NULG	NUVEEN ESG LARGE-CAP GROWTH ETF	25,940	$2.537M	0.5%	$66.29	—	ETF	67092P201
VOO	VANGUARD S&P 500 ETF	3,970	$2.49M	0.5%	$348.53	—	ETF	922908363
SPSB	STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	78,266	$2.364M	0.5%	$30.23	—	ETF	78464A474
USMV	ISHARES MSCI USA MIN VOL FACTOR ETF	24,406	$2.298M	0.5%	$56.82	—	ETF	46429B697
HWM	HOWMET AEROSPACE INC COM	10,008	$2.052M	0.4%	$21.94	+807.0%	Stock	443201108
SHY	ISHARES 1-3 YEAR TREASURY BOND ETF	24,522	$2.031M	0.4%	$83.13	—	ETF	464287457
NULV	NUVEEN ESG LARGE-CAP VALUE ETF	42,206	$1.901M	0.4%	$36.06	—	ETF	67092P300
FDVV	FIDELITY HIGH DIVIDEND ETF	31,646	$1.794M	0.4%	$42.18	—	ETF	316092840
LLY	ELI LILLY & CO COM	1,531	$1.645M	0.4%	$519.59	+83.9%	Stock	532457108
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	3,076	$1.546M	0.3%	$307.66	+61.7%	Stock	084670702
QQQ	INVESCO QQQ TRUST SERIES I	2,287	$1.405M	0.3%	$290.00	—	ETF	46090E103
GOOGL	ALPHABET INC CAP STK CL A	4,232	$1.325M	0.3%	$125.80	+127.0%	Stock	02079K305
AMZN	AMAZON COM INC COM	5,678	$1.311M	0.3%	$132.27	+73.0%	Stock	023135106
FIW	FIRST TRUST WATER ETF	11,474	$1.247M	0.3%	$86.01	—	ETF	33733B100
IWD	ISHARES RUSSELL 1000 VALUE ETF	5,880	$1.237M	0.3%	$138.91	—	ETF	464287598
ESML	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	26,670	$1.226M	0.3%	$38.87	—	ETF	46435U663
JPM	JPMORGAN CHASE & CO. COM	3,581	$1.154M	0.2%	$185.03	+67.3%	Stock	46625H100
NVDA	NVIDIA CORPORATION COM	6,032	$1.125M	0.2%	$100.37	+85.4%	Stock	67066G104
FUTY	FIDELITY MSCI UTILITIES INDEX ETF	17,846	$985K	0.2%	$49.74	—	ETF	316092865
VO	VANGUARD MID-CAP ETF	3,261	$947K	0.2%	$235.97	—	ETF	922908629
ESGE	ISHARES ESG AWARE MSCI EM ETF	20,729	$916K	0.2%	$38.88	—	ETF	46434G863
SPY	STATE STR SPDR S&P 500 ETF TR TR UNIT	1,327	$905K	0.2%	$539.50	—	ETF	78462F103
COST	COSTCO WHOLESALE CORPORATION COM	930	$802K	0.2%	$435.99	+107.7%	Stock	22160K105
LRCX	LAM RESEARCH CORP COM NEW	4,204	$720K	0.2%	$76.05	+104.3%	Stock	512807306
EFAV	ISHARES MSCI EAFE MIN VOL FACTOR ETF	8,121	$700K	0.2%	$63.66	—	ETF	46429B689
DVY	ISHARES SELECT DIVIDEND ETF	4,522	$638K	0.1%	$116.81	—	ETF	464287168
TMO	THERMO FISHER SCIENTIFIC INC COM	1,099	$637K	0.1%	$508.30	+11.2%	Stock	883556102
EFA	ISHARES MSCI EAFE ETF	6,264	$602K	0.1%	$72.87	—	ETF	464287465
JUST	GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF	6,189	$598K	0.1%	$93.80	—	ETF	381430396
META	META PLATFORMS INC CL A	897	$592K	0.1%	$305.78	+118.2%	Stock	30303M102
JEPI	JPMORGAN EQUITY PREMIUM INCOME ETF	10,191	$583K	0.1%	$59.60	—	ETF	46641Q332
V	VISA INC COM CL A	1,537	$539K	0.1%	$238.15	+42.9%	Stock	92826C839
IWM	ISHARES RUSSELL 2000 ETF	2,167	$533K	0.1%	$204.10	—	ETF	464287655
VZ	VERIZON COMMUNICATIONS INC COM	12,994	$529K	0.1%	$34.44	+17.6%	Stock	92343V104
FHLC	FIDELITY MSCI HEALTH CARE INDEX ETF	6,536	$486K	0.1%	$59.03	—	ETF	316092600
IUSV	ISHARES CORE S&P US VALUE ETF	4,642	$476K	0.1%	$72.43	—	ETF	464287663
VB	VANGUARD SMALL-CAP ETF	1,671	$431K	0.1%	$203.84	—	ETF	922908751
IDEV	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	5,044	$416K	0.1%	$61.25	—	ETF	46435G326
ADP	AUTOMATIC DATA PROCESSING INC COM	1,580	$406K	0.1%	$168.67	+57.0%	Stock	053015103
AVGO	BROADCOM INC COM	1,148	$397K	0.1%	$161.09	+121.6%	Stock	11135F101
IHI	ISHARES U.S. MEDICAL DEVICES ETF	6,365	$396K	0.1%	$98.14	—	ETF	464288810
GOOG	ALPHABET INC CAP STK CL C	1,239	$389K	0.1%	$136.58	+109.7%	Stock	02079K107
RTX	RTX CORPORATION COM	2,058	$377K	0.1%	$81.38	+113.0%	Stock	75513E101
ICSH	ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF	7,327	$371K	0.1%	$50.28	—	ETF	46434V878
SRLN	STATE STREET BLACKSTONE SENIOR LOAN ETF	8,630	$356K	0.1%	$42.12	—	ETF	78467V608
CWST	CASELLA WASTE SYS INC CL A	3,440	$337K	0.1%	$91.86	+1.1%	Stock	147448104
IVW	ISHARES S&P 500 GROWTH ETF	2,619	$323K	0.1%	$62.46	—	ETF	464287309
PRFZ	INVESCO RAFI US 1500 SMALL-MID ETF	6,800	$312K	0.1%	$54.27	—	ETF	46137V597
DGRO	ISHARES CORE DIVIDEND GROWTH ETF	4,296	$298K	0.1%	$49.39	—	ETF	46434V621
TSLA	TESLA INC COM	649	$292K	0.1%	$248.85	+78.1%	Stock	88160R101
AMGN	AMGEN INC COM	885	$290K	0.1%	$160.39	+97.0%	Stock	031162100
PZA	INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF	12,206	$283K	0.1%	$26.09	—	ETF	46138E537
FDRR	FIDELITY DIVIDEND ETF FOR RISING RATES	4,438	$271K	0.1%	$42.11	—	ETF	316092832
XAR	STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF	1,121	$270K	0.1%	$124.15	—	ETF	78464A631
VTEB	VANGUARD TAX-EXEMPT BOND ETF	5,232	$263K	0.1%	$49.41	—	ETF	922907746
HD	HOME DEPOT INC COM	743	$256K	0.1%	$246.10	+48.1%	Stock	437076102
IBM	INTERNATIONAL BUSINESS MACHS COM	841	$249K	0.1%	$117.11	+155.1%	Stock	459200101
IBTH	ISHARES IBONDS DEC 2027 TERM TREASURY ETF	11,028	$248K	0.1%	$22.16	—	ETF	46436E841
IEFA	ISHARES CORE MSCI EAFE ETF	2,635	$236K	0.1%	$70.53	—	ETF	46432F842
JNJ	JOHNSON & JOHNSON COM	1,135	$235K	0.1%	$120.57	+63.4%	Stock	478160104
JEPQ	JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	3,975	$231K	0.0%	$56.24	—	ETF	46654Q203
ACWV	ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	1,860	$221K	0.0%	$90.67	—	ETF	464286525
IBTG	ISHARES IBONDS DEC 2026 TERM TREASURY ETF	9,544	$218K	0.0%	$22.73	—	ETF	46436E858
FTEC	FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	922	$207K	0.0%	$108.34	—	ETF	316092808
EMNT	PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND	2,055	$203K	0.0%	$99.74	—	ETF	72201R643
MCD	MCDONALDS CORP COM	654	$200K	0.0%	$211.25	+44.4%	Stock	580135101
AXP	AMERICAN EXPRESS CO COM	533	$197K	0.0%	$158.67	+125.0%	Stock	025816109
IWF	ISHARES RUSSELL 1000 GROWTH ETF	399	$189K	0.0%	$391.93	—	ETF	464287614
VWO	VANGUARD FTSE EMERGING MARKETS ETF	3,447	$185K	0.0%	$53.39	—	ETF	922042858
RY	ROYAL BK CDA COM	1,083	$185K	0.0%	$137.85	+11.4%	Stock	780087102
EBC	EASTERN BANKSHARES INC COM	9,912	$183K	0.0%	$15.17	+20.1%	Stock	27627N105
UNH	UNITEDHEALTH GROUP INC COM	550	$182K	0.0%	$349.55	-3.5%	Stock	91324P102
EEM	ISHARES MSCI EMERGING MARKETS ETF	3,277	$179K	0.0%	$49.39	—	ETF	464287234
PG	PROCTER & GAMBLE CO COM	1,229	$176K	0.0%	$119.67	+23.0%	Stock	742718109
SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	1,600	$171K	0.0%	$66.25	—	ETF	78464A409
AOA	ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	1,899	$170K	0.0%	$69.41	—	ETF	464289859
KO	COCA COLA CO COM	2,405	$168K	0.0%	$45.29	+53.2%	Stock	191216100
PEP	PEPSICO INC COM	1,165	$167K	0.0%	$111.77	+30.5%	Stock	713448108
—	ROYCE SMALL CAP TRUST INC COM	10,217	$164K	0.0%	$15.44	—	CEF	780910105
BIIB	BIOGEN INC COM	925	$163K	0.0%	$277.19	-41.1%	Stock	09062X103
TJX	TJX COS INC NEW COM	1,048	$161K	0.0%	$54.25	+172.2%	Stock	872540109
AA	ALCOA CORP COM	3,000	$159K	0.0%	$40.63	+0.6%	Stock	013872106
EEMV	ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	2,399	$154K	0.0%	$62.25	—	ETF	464286533
XJH	ISHARES ESG SELECT SCREENED S&P MID-CAP ETF	3,358	$150K	0.0%	$39.67	—	ETF	46436E551
WM	WASTE MGMT INC DEL COM	665	$146K	0.0%	$151.19	+40.6%	Stock	94106L109
ORCL	ORACLE CORP COM	748	$146K	0.0%	$93.37	+155.0%	Stock	68389X105
IFRA	ISHARES U.S. INFRASTRUCTURE ETF	2,761	$145K	0.0%	$35.34	—	ETF	46435U713
CRM	SALESFORCE INC COM	518	$137K	0.0%	$258.64	-4.0%	Stock	79466L302
GE	GE AEROSPACE COM NEW	445	$137K	0.0%	$116.07	+159.1%	Stock	369604301
IVE	ISHARES S&P 500 VALUE ETF	638	$135K	0.0%	$155.17	—	ETF	464287408
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	1,863	$133K	0.0%	$69.37	—	ETF	921910725
NUDM	NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF	3,600	$130K	0.0%	$31.13	—	ETF	67092P805
—	DNP SELECT INCOME FD INC COM	12,765	$128K	0.0%	$10.86	—	CEF	23325P104
GWW	WW GRAINGER INC COM	124	$125K	0.0%	$426.26	+127.3%	Stock	384802104
GILD	GILEAD SCIENCES INC COM	1,012	$124K	0.0%	$63.56	+90.2%	Stock	375558103
ITA	ISHARES U.S. AEROSPACE & DEFENSE ETF	568	$122K	0.0%	$104.38	—	ETF	464288760
GD	GENERAL DYNAMICS CORP COM	355	$120K	0.0%	$186.21	+83.1%	Stock	369550108
MDY	SPDR S&P MIDCAP 400 ETF TRUST	198	$119K	0.0%	$485.75	—	ETF	78467Y107
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	873	$115K	0.0%	$110.18	—	ETF	464287705
XYL	XYLEM INC COM	800	$109K	0.0%	$122.65	+17.1%	Stock	98419M100
IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	2,049	$108K	0.0%	$54.05	—	ETF	464288646
QUAL	ISHARES MSCI USA QUALITY FACTOR ETF	544	$108K	0.0%	$123.51	—	ETF	46432F339
SUSB	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	4,258	$107K	0.0%	$25.00	—	ETF	46435G243
VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	1,325	$106K	0.0%	$77.58	—	ETF	92206C409
LMT	LOCKHEED MARTIN CORP COM	214	$104K	0.0%	$342.91	+38.9%	Stock	539830109
IYC	ISHARES U.S. CONSUMER DISCRETIONARY ETF	1,000	$103K	0.0%	$77.00	—	ETF	464287580
PAYX	PAYCHEX INC COM	919	$103K	0.0%	$102.65	+13.5%	Stock	704326107
IAU	ISHARES GOLD TRUST	1,250	$101K	0.0%	$34.22	—	ETF	464285204
XOM	EXXON MOBIL CORP COM	835	$100K	0.0%	$61.83	+86.8%	Stock	30231G102
PGR	PROGRESSIVE CORP COM	432	$98,375	0.0%	$230.70	-8.0%	Stock	743315103
EMR	EMERSON ELEC CO COM	735	$97,549	0.0%	$69.04	+91.7%	Stock	291011104
CSCO	CISCO SYS INC COM	1,255	$96,673	0.0%	$42.15	+75.1%	Stock	17275R102
ABBV	ABBVIE INC COM	416	$95,052	0.0%	$122.78	+85.3%	Stock	00287Y109
KMI	KINDER MORGAN INC DEL COM	3,437	$94,494	0.0%	$15.57	+72.9%	Stock	49456B101
BLK	BLACKROCK INC COM	88	$94,190	0.0%	$853.30	+27.7%	Stock	09290D101
ETN	EATON CORP PLC SHS	295	$93,960	0.0%	$241.09	+47.0%	Stock	G29183103
SPGI	S&P GLOBAL INC COM	178	$93,021	0.0%	$398.05	+24.2%	Stock	78409V104
INTC	INTEL CORP COM	2,512	$92,701	0.0%	$41.00	-7.9%	Stock	458140100
DE	DEERE & CO COM	199	$92,648	0.0%	$362.78	+28.9%	Stock	244199105
OSW	ONESPAWORLD HOLDINGS LIMITED COM	4,107	$85,179	0.0%	$10.05	+108.1%	Stock	P73684113
MMM	3M CO COM	509	$81,491	0.0%	$136.05	+19.9%	Stock	88579Y101
IDXX	IDEXX LABS INC COM	120	$81,184	0.0%	$498.67	+36.6%	Stock	45168D104
XT	ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF	1,139	$79,434	0.0%	$61.73	—	ETF	46434V381
AOR	ISHARES CORE 60/40 BALANCED ALLOCATION ETF	1,218	$79,188	0.0%	$56.02	—	ETF	464289867
NFLX	NETFLIX INC. COM	807	$75,664	0.0%	$101.48	+6.2%	Stock	64110L106
—	VIRTUS TOTAL RETURN FD INC COM	11,900	$74,970	0.0%	$12.56	—	CEF	92835W107
ILCV	ISHARES MORNINGSTAR VALUE ETF	788	$74,356	0.0%	$80.98	—	ETF	464288109
MA	MASTERCARD INCORPORATED CL A	129	$73,644	0.0%	$431.38	+29.6%	Stock	57636Q104
ABT	ABBOTT LABS COM	583	$73,044	0.0%	$109.85	+15.9%	Stock	002824100
PFE	PFIZER INC COM	2,868	$71,407	0.0%	$27.18	-7.9%	Stock	717081103
AEP	AMERICAN ELEC PWR CO INC COM	611	$70,454	0.0%	$84.18	+39.8%	Stock	025537101
CI	THE CIGNA GROUP COM	250	$68,863	0.0%	$256.36	+8.9%	Stock	125523100
MGV	VANGUARD MEGA CAP VALUE ETF	485	$68,463	0.0%	$124.91	—	ETF	921910840
WTRG	ESSENTIAL UTILS INC COM	1,766	$67,744	0.0%	$37.10	+6.1%	Stock	29670G102
HON	HONEYWELL INTL INC COM	341	$66,526	0.0%	$194.44	+0.3%	Stock	438516106
WMT	WALMART INC COM	593	$66,066	0.0%	$74.72	+43.5%	Stock	931142103
VTI	VANGUARD TOTAL STOCK MARKET ETF	195	$65,378	0.0%	$280.60	—	ETF	922908769
VGT	VANGUARD INFORMATION TECHNOLOGY ETF	86	$64,825	0.0%	$375.35	—	ETF	92204A702
KMB	KIMBERLY-CLARK CORP COM	638	$64,368	0.0%	$120.24	-9.8%	Stock	494368103
—	COHEN & STEERS TOTAL RETURN COM	5,650	$62,433	0.0%	$16.24	—	CEF	19247R103
KR	KROGER CO COM	998	$62,355	0.0%	$38.24	+70.6%	Stock	501044101
MINT	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	618	$62,010	0.0%	$100.34	—	ETF	72201R833
VEU	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	839	$61,717	0.0%	$58.76	—	ETF	922042775
C	CITIGROUP INC COM NEW	522	$60,912	0.0%	$94.52	+9.7%	Stock	172967424
TD	TORONTO DOMINION BK ONT COM NEW	644	$60,665	0.0%	$66.23	+27.5%	Stock	891160509
T	AT&T INC COM	2,438	$60,550	0.0%	$16.13	+56.8%	Stock	00206R102
ITW	ILLINOIS TOOL WKS INC COM	245	$60,344	0.0%	$207.67	+19.2%	Stock	452308109
AGM	FEDERAL AGRIC MTG CORP CL C	341	$59,869	0.0%	$107.83	+54.9%	Stock	313148306
EFG	ISHARES MSCI EAFE GROWTH ETF	519	$59,124	0.0%	$82.97	—	ETF	464288885
EFX	EQUIFAX INC COM	266	$57,717	0.0%	$250.41	-12.7%	Stock	294429105
GEV	GE VERNOVA INC COM	88	$57,399	0.0%	$174.82	+248.4%	Stock	36828A101
XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	395	$56,814	0.0%	$146.73	—	ETF	81369Y803
HUM	HUMANA INC COM	210	$53,787	0.0%	$406.77	-35.8%	Stock	444859102
XLE	STATE STREET ENERGY SELECT SECTOR SPDR ETF	1,166	$52,132	0.0%	$85.78	—	ETF	81369Y506
NOBL	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	500	$52,035	0.0%	$88.00	—	ETF	74348A467
—	NUVEEN MUN VALUE FD INC COM	5,706	$51,696	0.0%	$9.95	—	CEF	670928100
ESGV	VANGUARD ESG U.S. STOCK ETF	426	$51,529	0.0%	$75.64	—	ETF	921910733
AZO	AUTOZONE INC COM	15	$50,873	0.0%	$2603.33	+45.1%	Stock	053332102
SYK	STRYKER CORPORATION COM	144	$50,612	0.0%	$278.20	+30.6%	Stock	863667101
MTB	M & T BK CORP COM	250	$50,313	0.0%	$135.94	+39.8%	Stock	55261F104
MRK	MERCK & CO INC COM	472	$49,683	0.0%	$84.90	+9.8%	Stock	58933Y105
—	EATON VANCE TAX-MANAGED DIVERS COM	3,190	$48,935	0.0%	$14.26	—	CEF	27828N102
CAT	CATERPILLAR INC COM	81	$46,402	0.0%	$219.00	+153.7%	Stock	149123101
JPIE	JPMORGAN INCOME ETF	1,000	$46,290	0.0%	$45.01	—	ETF	46641Q159
LQD	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	420	$46,280	0.0%	$112.98	—	ETF	464287242
DHI	D R HORTON INC COM	312	$44,937	0.0%	$146.07	+4.1%	Stock	23331A109
CVX	CHEVRON CORP NEW COM	293	$44,626	0.0%	$125.53	+20.6%	Stock	166764100
IBTI	ISHARES IBONDS DEC 2028 TERM TREASURY ETF	1,985	$44,387	0.0%	$22.25	—	ETF	46436E833
GCOW	PACER GLOBAL CASH COWS DIVIDEND ETF	1,075	$44,312	0.0%	$36.07	—	ETF	69374H709
MAR	MARRIOTT INTL INC NEW CL A	140	$43,434	0.0%	$146.46	+94.8%	Stock	571903202
IXUS	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	510	$43,166	0.0%	$70.45	—	ETF	46432F834
CVS	CVS HEALTH CORP COM	542	$43,013	0.0%	$73.03	+7.7%	Stock	126650100
CMCSA	COMCAST CORP NEW CL A	1,419	$42,414	0.0%	$49.75	-42.6%	Stock	20030N101
CARR	CARRIER GLOBAL CORPORATION COM	802	$42,378	0.0%	$52.35	+6.1%	Stock	14448C104
TBLL	INVESCO SHORT TERM TREASURY ETF	394	$41,626	0.0%	$105.65	—	ETF	46138G888
IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	610	$41,004	0.0%	$49.98	—	ETF	46434G103
IDV	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	1,035	$40,831	0.0%	$27.25	—	ETF	464288448
A	AGILENT TECHNOLOGIES INC COM	300	$40,821	0.0%	$151.43	-5.1%	Stock	00846U101
APD	AIR PRODS & CHEMS INC COM	163	$40,264	0.0%	$254.99	-1.3%	Stock	009158106
BAC	BANK AMERICA CORP COM	728	$40,040	0.0%	$41.32	+27.4%	Stock	060505104
ACN	ACCENTURE PLC IRELAND SHS CLASS A	149	$39,977	0.0%	$311.35	-18.4%	Stock	G1151C101
LECO	LINCOLN ELEC HLDGS INC COM	166	$39,780	0.0%	$136.02	+74.1%	Stock	533900106
IWR	ISHARES RUSSELL MIDCAP ETF	406	$39,086	0.0%	$79.16	—	ETF	464287499
WFC	WELLS FARGO & CO COM	417	$38,864	0.0%	$46.50	+86.3%	Stock	949746101
NEE	NEXTERA ENERGY INC COM	478	$38,374	0.0%	$73.94	+11.6%	Stock	65339F101
TSCO	TRACTOR SUPPLY CO COM	753	$37,654	0.0%	$51.53	+4.2%	Stock	892356106
LH	LABCORP HOLDINGS INC COM SHS	150	$37,632	0.0%	$199.50	+32.9%	Stock	504922105
ICE	INTERCONTINENTAL EXCHANGE INC COM	226	$36,603	0.0%	$115.12	+35.7%	Stock	45866F104
AJG	GALLAGHER ARTHUR J & CO COM	140	$36,231	0.0%	$235.94	+12.0%	Stock	363576109
DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	575	$34,236	0.0%	$47.41	—	ETF	25434V609
SBUX	STARBUCKS CORP COM	406	$34,189	0.0%	$103.27	-18.6%	Stock	855244109
MCK	MCKESSON CORP COM	41	$33,632	0.0%	$387.54	+110.4%	Stock	58155Q103
AON	AON PLC SHS CL A	95	$33,524	0.0%	$293.46	+19.0%	Stock	G0403H108
SUB	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	309	$32,970	0.0%	$104.44	—	ETF	464288158
AMP	AMERIPRISE FINL INC COM	66	$32,362	0.0%	$377.17	+25.6%	Stock	03076C106
XLP	STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	415	$32,237	0.0%	$68.33	—	ETF	81369Y308
IBB	ISHARES BIOTECHNOLOGY ETF	187	$31,566	0.0%	$156.57	—	ETF	464287556
CNRG	STATE STREET SPDR S&P KENSHO CLEAN POWER ETF	352	$31,496	0.0%	$98.75	—	ETF	78468R655
SKYY	FIRST TRUST CLOUD COMPUTING ETF	240	$31,219	0.0%	$95.37	—	ETF	33734X192
ACWX	ISHARES MSCI ACWI EX U.S. ETF	465	$31,215	0.0%	$47.12	—	ETF	464288240
IHAK	ISHARES CYBERSECURITY & TECH ETF	640	$30,797	0.0%	$42.48	—	ETF	46435U135
FDL	FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	691	$30,639	0.0%	$40.26	—	ETF	336917109
SYY	SYSCO CORP COM	414	$30,508	0.0%	$70.50	+7.1%	Stock	871829107
HAL	HALLIBURTON CO COM	1,008	$28,486	0.0%	$25.57	+2.8%	Stock	406216101
IWY	ISHARES RUSSELL TOP 200 GROWTH ETF	101	$27,894	0.0%	$212.16	—	ETF	464289438
DIS	DISNEY WALT CO COM	244	$27,772	0.0%	$104.84	+4.5%	Stock	254687106
AMAT	APPLIED MATLS INC COM	108	$27,755	0.0%	$173.44	+38.1%	Stock	038222105
DTE	DTE ENERGY CO COM	214	$27,602	0.0%	$101.29	+33.1%	Stock	233331107
ELV	ELEVANCE HEALTH INC FORMERLY A COM	78	$27,343	0.0%	$356.79	-5.6%	Stock	036752103
TEL	TE CONNECTIVITY PLC ORD SHS	119	$27,074	0.0%	$150.42	+53.8%	Stock	G87052109
APH	AMPHENOL CORP CL A	196	$26,487	0.0%	$62.23	+114.6%	Stock	032095101
TRV	TRAVELERS COMPANIES INC COM	90	$26,105	0.0%	$175.10	+60.3%	Stock	89417E109
CSX	CSX CORP COM	718	$26,028	0.0%	$30.43	+17.3%	Stock	126408103
GS	GOLDMAN SACHS GROUP INC COM	29	$25,491	0.0%	$621.42	+30.9%	Stock	38141G104
PAAA	PGIM AAA CLO ETF	488	$25,015	0.0%	$51.20	—	ETF	69344A834
PULS	PGIM ULTRA SHORT BOND ETF	503	$24,944	0.0%	$49.55	—	ETF	69344A107
PRF	INVESCO RAFI US 1000 ETF	530	$24,881	0.0%	$40.39	—	ETF	46137V613
MET	METLIFE INC COM	315	$24,866	0.0%	$55.97	+41.0%	Stock	59156R108
BR	BROADRIDGE FINL SOLUTIONS INC COM	111	$24,772	0.0%	$182.43	+24.6%	Stock	11133T103
AZN	ASTRAZENECA PLC ORD	264	$24,270	0.0%	$173.09	0.0%	ADR	G0593M107
CEG	CONSTELLATION ENERGY CORP COM	67	$23,669	0.0%	$151.99	+139.0%	Stock	21037T109
GSST	GOLDMAN SACHS ULTRA SHORT BOND ETF	466	$23,519	0.0%	$49.85	—	ETF	381430230
MGK	VANGUARD MEGA CAP GROWTH ETF	56	$23,115	0.0%	$343.41	—	ETF	921910816
XLF	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	422	$23,113	0.0%	$36.97	—	ETF	81369Y605
IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	168	$23,006	0.0%	$119.34	—	ETF	464287481
RDDT	REDDIT INC CL A	100	$22,987	0.0%	$54.74	+284.2%	Stock	75734B100
NKE	NIKE INC CL B	360	$22,936	0.0%	$59.08	+9.9%	Stock	654106103
COP	CONOCOPHILLIPS COM	235	$21,998	0.0%	$87.93	+2.4%	Stock	20825C104
OTIS	OTIS WORLDWIDE CORP COM	250	$21,838	0.0%	$83.92	+6.3%	Stock	68902V107
GSIE	GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF	505	$21,695	0.0%	$32.84	—	ETF	381430107
SCHW	SCHWAB CHARLES CORP COM	217	$21,680	0.0%	$69.71	+35.9%	Stock	808513105
VIS	VANGUARD INDUSTRIALS ETF	72	$21,483	0.0%	$194.44	—	ETF	92204A603
NFG	NATIONAL FUEL GAS CO COM	263	$21,056	0.0%	$87.18	-5.5%	Stock	636180101
FSTA	FIDELITY MSCI CONSUMER STAPLES INDEX ETF	424	$20,861	0.0%	$42.33	—	ETF	316092303
VTV	VANGUARD VALUE ETF	109	$20,774	0.0%	$172.89	—	ETF	922908744
DUK	DUKE ENERGY CORP NEW COM NEW	176	$20,629	0.0%	$105.05	+15.7%	Stock	26441C204
MS	MORGAN STANLEY COM NEW	116	$20,593	0.0%	$131.50	+26.6%	Stock	617446448
FBT	FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND	98	$20,239	0.0%	$170.00	—	ETF	33733E203
PH	PARKER-HANNIFIN CORP COM	23	$20,216	0.0%	$490.59	+66.7%	Stock	701094104
ROK	ROCKWELL AUTOMATION INC COM	50	$19,454	0.0%	$284.68	+31.8%	Stock	773903109
UNP	UNION PAC CORP COM	82	$18,968	0.0%	$180.94	+25.6%	Stock	907818108
—	NUVEEN AMT FREE QLTY MUN INCME COM	1,630	$18,957	0.0%	$11.66	—	CEF	670657105
VHT	VANGUARD HEALTH CARE ETF	65	$18,710	0.0%	$250.22	—	ETF	92204A504
GM	GENERAL MTRS CO COM	226	$18,339	0.0%	$32.91	+113.9%	Stock	37045V100
LOW	LOWES COS INC COM	75	$18,087	0.0%	$233.45	+2.7%	Stock	548661107
FSLR	FIRST SOLAR INC COM	69	$18,025	0.0%	$148.17	+70.2%	Stock	336433107
ORLY	OREILLY AUTOMOTIVE INC COM	192	$17,512	0.0%	$89.81	+8.8%	Stock	67103H107
IYG	ISHARES US FINANCIAL SERVICES ETF	189	$17,435	0.0%	$65.21	—	ETF	464287770
PKG	PACKAGING CORP AMER COM	84	$17,323	0.0%	$129.65	+56.1%	Stock	695156109
SNA	SNAP ON INC COM	50	$17,230	0.0%	$215.67	+57.9%	Stock	833034101
LQDH	ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF	174	$16,243	0.0%	$96.35	—	ETF	46431W705
MRSH	MARSH & MCLENNAN COS INC COM	85	$15,769	0.0%	$179.42	+3.9%	Stock	571748102
COF	CAPITAL ONE FINL CORP COM	64	$15,511	0.0%	$185.11	+20.0%	Stock	14040H105
FDX	FEDEX CORP COM	53	$15,310	0.0%	$247.97	+5.5%	Stock	31428X106
BKNG	BOOKING HOLDINGS INC COM	3	$15,214	0.0%	$3840.67	+33.8%	Stock	09857L108
GRID	FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX	99	$15,149	0.0%	$92.87	—	ETF	33737A108
DHR	DANAHER CORPORATION COM	66	$15,109	0.0%	$235.90	-6.9%	Stock	235851102
EBAY	EBAY INC. COM	173	$15,068	0.0%	$66.14	+30.6%	Stock	278642103
SHYG	ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	351	$15,039	0.0%	$44.83	—	ETF	46434V407
GDX	VANECK GOLD MINERS ETF	175	$15,010	0.0%	$30.25	—	ETF	92189F106
ECL	ECOLAB INC COM	57	$14,964	0.0%	$229.84	+15.6%	Stock	278865100
BC	BRUNSWICK CORP COM	200	$14,848	0.0%	$84.62	-20.2%	Stock	117043109
USB	US BANCORP DEL COM NEW	271	$14,461	0.0%	$46.66	+4.4%	Stock	902973304
QLTA	ISHARES AAA-A RATED CORPORATE BOND ETF	300	$14,427	0.0%	$53.77	—	ETF	46429B291
DECK	DECKERS OUTDOOR CORP COM	137	$14,203	0.0%	$110.72	-15.3%	Stock	243537107
BMY	BRISTOL-MYERS SQUIBB CO COM	254	$13,698	0.0%	$54.08	-12.1%	Stock	110122108
ADBE	ADOBE INC COM	39	$13,650	0.0%	$509.51	-33.3%	Stock	00724F101
EAOA	ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF	329	$13,605	0.0%	$38.79	—	ETF	46436E668
—	INVESCO MUN OPPORTUNITY TR COM	1,411	$13,503	0.0%	$10.63	—	CEF	46132C107
—	NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT	1,069	$13,448	0.0%	$13.35	—	CEF	67070X101
PYPL	PAYPAL HLDGS INC COM	227	$13,252	0.0%	$213.96	-69.7%	Stock	70450Y103
—	BLACKROCK MUNI INCOME TR II COM	1,264	$13,196	0.0%	$11.08	—	CEF	09249N101
STT	STATE STR CORP COM	100	$12,901	0.0%	$74.03	+60.7%	Stock	857477103
DTM	DT MIDSTREAM INC COMMON STOCK	107	$12,806	0.0%	$35.96	+217.8%	Stock	23345M107
—	PUTNAM MUN OPPORTUNITIES TR SH BEN INT	1,191	$12,744	0.0%	$11.75	—	CEF	746922103
IEI	ISHARES 3-7 YEAR TREASURY BOND ETF	105	$12,586	0.0%	$118.59	—	ETF	464288661
BLDR	BUILDERS FIRSTSOURCE INC COM	122	$12,553	0.0%	$62.46	+79.9%	Stock	12008R107
F	FORD MTR CO COM	950	$12,467	0.0%	$11.27	+13.9%	Stock	345370860
KBE	STATE STREET SPDR S&P BANK ETF	200	$12,138	0.0%	$52.96	—	ETF	78464A797
FXD	FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND	177	$12,101	0.0%	$56.50	—	ETF	33734X101
BX	BLACKSTONE INC COM	77	$11,869	0.0%	$107.64	+40.7%	Stock	09260D107
PANW	PALO ALTO NETWORKS INC COM	62	$11,420	0.0%	$173.30	+16.4%	Stock	697435105
BAX	BAXTER INTL INC COM	592	$11,313	0.0%	$71.56	-72.1%	Stock	071813109
ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	74	$11,003	0.0%	$97.06	—	ETF	464287150
CB	CHUBB LIMITED COM	34	$10,612	0.0%	$231.04	+26.6%	Stock	H1467J104
LHX	L3HARRIS TECHNOLOGIES INC COM	36	$10,569	0.0%	$242.03	+19.2%	Stock	502431109
MFDX	PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF	274	$10,542	0.0%	$32.03	—	ETF	72202L371
GEHC	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK	128	$10,475	0.0%	$75.63	+3.0%	Stock	36266G107
EAOR	ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF	295	$10,416	0.0%	$33.51	—	ETF	46436E676
TROW	PRICE T ROWE GROUP INC COM	100	$10,238	0.0%	$145.08	-29.6%	Stock	74144T108
—	NUVEEN AMT FREE MUN CR INC FD COM	799	$10,115	0.0%	$16.71	—	CEF	67071L106
STIP	ISHARES 0-5 YEAR TIPS BOND ETF	98	$10,070	0.0%	$103.08	—	ETF	46429B747
SDY	STATE STREET SPDR S&P DIVIDEND ETF	72	$10,020	0.0%	$125.11	—	ETF	78464A763
XMVFX	BLACKROCK MUNIVEST FD INC COM	1,433	$9,931	0.0%	$7.68	—	CEF	09253R105
HSY	HERSHEY CO COM	54	$9,827	0.0%	$161.62	+12.7%	Stock	427866108
PNC	PNC FINL SVCS GROUP INC COM	47	$9,810	0.0%	$155.00	+24.4%	Stock	693475105
TGT	TARGET CORP COM	100	$9,775	0.0%	$198.83	-53.9%	Stock	87612E106
BETA	BETA TECHNOLOGIES INC COM SHS CL A	340	$9,591	0.0%	$29.84	0.0%	Stock	086921103
ADI	ANALOG DEVICES INC COM	35	$9,492	0.0%	$196.02	+27.9%	Stock	032654105
—	MFS HIGH INCOME MUN TR SH BEN INT	2,517	$9,313	0.0%	$3.58	—	CEF	59318D104
NVS	NOVARTIS AG SPONSORED ADR	67	$9,237	0.0%	$89.55	—	ADR	66987V109
BHB	BAR HBR BANKSHARES COM	290	$9,014	0.0%	$29.91	+0.2%	Stock	066849100
ZBH	ZIMMER BIOMET HOLDINGS INC COM	100	$8,992	0.0%	$135.70	-30.3%	Stock	98956P102
IEUR	ISHARES CORE MSCI EUROPE ETF	125	$8,873	0.0%	$57.14	—	ETF	46434V738
TXN	TEXAS INSTRS INC COM	51	$8,848	0.0%	$161.90	+5.5%	Stock	882508104
AMT	AMERICAN TOWER CORP COM	50	$8,779	0.0%	$187.25	-3.7%	REIT	03027X100
KRBN	KRANESHARES GLOBAL CARBON STRATEGY ETF	248	$8,779	0.0%	$39.36	—	ETF	500767678
HAS	HASBRO INC COM	105	$8,610	0.0%	$81.04	-3.7%	Stock	418056107
TTEK	TETRA TECH INC NEW COM	250	$8,385	0.0%	$44.50	-24.0%	Stock	88162G103
EAOM	ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF	276	$8,288	0.0%	$26.34	—	ETF	46436E684
EXC	EXELON CORP COM	188	$8,195	0.0%	$32.42	+40.2%	Stock	30161N101
TDIV	FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND	84	$8,135	0.0%	$56.12	—	ETF	33738R118
CRWD	CROWDSTRIKE HLDGS INC CL A	17	$7,969	0.0%	$363.70	+40.0%	Stock	22788C105
INTU	INTUIT COM	12	$7,949	0.0%	$582.97	+13.3%	Stock	461202103
ARTY	ISHARES FUTURE AI & TECH ETF	162	$7,805	0.0%	$42.34	—	ETF	46435U556
VRTX	VERTEX PHARMACEUTICALS INC COM	17	$7,707	0.0%	$457.80	-5.8%	Stock	92532F100
DOV	DOVER CORP COM	39	$7,614	0.0%	$150.11	+21.1%	Stock	260003108
VOX	VANGUARD COMMUNICATION SERVICES ETF	39	$7,552	0.0%	$143.71	—	ETF	92204A884
FAST	FASTENAL CO COM	186	$7,464	0.0%	$39.56	+6.2%	Stock	311900104
XBFZX	BLACKROCK CALIF MUN INCOME TR SH BEN INT	691	$7,421	0.0%	$11.58	—	CEF	09248E102
AOK	ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF	183	$7,344	0.0%	$37.48	—	ETF	464289883
SOLV	SOLVENTUM CORP COM SHS	85	$6,735	0.0%	$60.70	+26.2%	Stock	83444M101
ISRG	INTUITIVE SURGICAL INC COM NEW	11	$6,500	0.0%	$508.05	+4.8%	Stock	46120E602
SHW	SHERWIN WILLIAMS CO COM	20	$6,481	0.0%	$310.23	+7.7%	Stock	824348106
CSL	CARLISLE COS INC COM	20	$6,397	0.0%	$394.88	-18.3%	Stock	142339100
CTAS	CINTAS CORP COM	34	$6,394	0.0%	$181.26	+3.8%	Stock	172908105
QCOM	QUALCOMM INC COM	37	$6,329	0.0%	$159.56	+7.0%	Stock	747525103
MDB	MONGODB INC CL A	15	$6,295	0.0%	$243.68	+49.3%	Stock	60937P106
MSI	MOTOROLA SOLUTIONS INC COM NEW	16	$6,133	0.0%	$455.77	-12.1%	Stock	620076307
AOM	ISHARES CORE 40/60 MODERATE ALLOCATION ETF	128	$6,109	0.0%	$42.52	—	ETF	464289875
ANET	ARISTA NETWORKS INC COM SHS	46	$5,999	0.0%	$128.77	+6.9%	Stock	040413205
APLE	APPLE HOSPITALITY REIT INC COM NEW	500	$5,925	0.0%	$16.00	—	REIT	03784Y200
ADSK	AUTODESK INC COM	20	$5,920	0.0%	$296.49	+2.0%	Stock	052769106
JCI	JOHNSON CTLS INTL PLC SHS	49	$5,868	0.0%	$76.34	+50.4%	Stock	G51502105
EWJ	ISHARES MSCI JAPAN ETF	70	$5,652	0.0%	$80.21	—	ETF	46434G822
NLY	ANNALY CAPITAL MANAGEMENT INC COM NEW	250	$5,590	0.0%	$18.00	—	REIT	035710839
XEL	XCEL ENERGY INC COM	75	$5,540	0.0%	$51.36	+52.4%	Stock	98389B100
MLKN	MILLERKNOLL INC COM	300	$5,484	0.0%	$37.27	-56.6%	Stock	600544100
O	REALTY INCOME CORP COM	97	$5,468	0.0%	$54.90	+4.5%	REIT	756109104
UBER	UBER TECHNOLOGIES INC COM	66	$5,393	0.0%	$78.75	+14.3%	Stock	90353T100
WRB	BERKLEY W R CORP COM	75	$5,259	0.0%	$51.94	+40.0%	Stock	084423102
STZ	CONSTELLATION BRANDS INC CL A	38	$5,242	0.0%	$207.18	-34.0%	Stock	21036P108
FENY	FIDELITY MSCI ENERGY INDEX ETF	209	$5,177	0.0%	$14.42	—	ETF	316092402
BGRN	ISHARES TRUST ISHARES USD GREEN BOND ETF	108	$5,172	0.0%	$53.43	—	ETF	46435U440
IWO	ISHARES RUSSELL 2000 GROWTH ETF	16	$5,168	0.0%	$255.24	—	ETF	464287648
MU	MICRON TECHNOLOGY INC COM	18	$5,137	0.0%	$229.35	0.0%	Stock	595112103
IWN	ISHARES RUSSELL 2000 VALUE ETF	28	$5,074	0.0%	$154.66	—	ETF	464287630
—	NUVEEN QUALITY MUNCP INCOME FD COM	419	$5,036	0.0%	$11.93	—	CEF	67066V101
MLM	MARTIN MARIETTA MATLS INC COM	8	$4,981	0.0%	$563.61	+10.2%	Stock	573284106
FTS	FORTIS INC COM	91	$4,727	0.0%	$38.22	+33.0%	Stock	349553107
MMYT	MAKEMYTRIP LIMITED MAURITIUS SHS	55	$4,517	0.0%	$103.19	-20.5%	Stock	V5633W109
PLTR	PALANTIR TECHNOLOGIES INC CL A	25	$4,444	0.0%	$181.03	0.0%	Stock	69608A108
XMYDX	BLACKROCK MUNIYIELD FD INC COM	421	$4,416	0.0%	$11.88	—	CEF	09253W104
EXEL	EXELIXIS INC COM	100	$4,383	0.0%	$35.63	+16.1%	Stock	30161Q104
MCHP	MICROCHIP TECHNOLOGY INC. COM	66	$4,206	0.0%	$71.08	-13.7%	Stock	595017104
—	PUTNAM MANAGED MUN INCOME TR COM	670	$4,201	0.0%	$5.97	—	CEF	746823103
DEO	DIAGEO PLC SPON ADR NEW	48	$4,141	0.0%	$193.88	—	ADR	25243Q205
MNST	MONSTER BEVERAGE CORP NEW COM	53	$4,064	0.0%	$58.28	+22.9%	Stock	61174X109
SOLS	SOLSTICE ADVANCED MATLS INC COM SHS	82	$3,984	0.0%	$47.08	0.0%	Stock	83443Q103
SHEL	SHELL PLC SPON ADS	54	$3,968	0.0%	$58.09	—	ADR	780259305
RIVN	RIVIAN AUTOMOTIVE INC COM CL A	200	$3,942	0.0%	$26.32	-39.7%	Stock	76954A103
XLRE	STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF	96	$3,874	0.0%	$43.42	—	ETF	81369Y860
XMQTX	BLACKROCK MUNIYIELD QUALITY FD COM	383	$3,849	0.0%	$10.44	—	CEF	09254G108
—	FEDERATED HERMES PREM MUNI INM COM	333	$3,700	0.0%	$12.01	—	CEF	31423P108
AMD	ADVANCED MICRO DEVICES INC COM	17	$3,641	0.0%	$224.60	0.0%	Stock	007903107
—	WELLS FARGO & CO PERP PFD CNV A	3	$3,636	0.0%	$1282.33	—	Convertible Preferred	949746804
IYH	ISHARES U.S. HEALTHCARE ETF	55	$3,581	0.0%	$70.32	—	ETF	464287762
XMVTX	BLACKROCK MUNIVEST FD II INC COM	319	$3,448	0.0%	$12.54	—	CEF	09253T101
FCX	FREEPORT-MCMORAN INC CL B	67	$3,403	0.0%	$43.77	-1.0%	Stock	35671D857
—	INVESCO ADVANTAGE MUN INCOME T SH BEN INT	364	$3,320	0.0%	$8.24	—	CEF	46132E103
—	INVESCO TR INVT GRADE MUNS COM	320	$3,318	0.0%	$9.38	—	CEF	46131M106
IYR	ISHARES U.S. REAL ESTATE ETF	35	$3,286	0.0%	$94.77	—	ETF	464287739
RGR	STURM RUGER & CO INC COM	100	$3,265	0.0%	$77.75	-52.3%	Stock	864159108
ASML	ASML HLDG NV N Y REGISTRY SHS	3	$3,210	0.0%	$693.00	—	ADR	N07059210
OLN	OLIN CORP COM PAR $1	150	$3,125	0.0%	$42.66	-49.8%	Stock	680665205
BK	BANK NEW YORK MELLON CORP COM	26	$3,018	0.0%	$106.28	+4.0%	Stock	064058100
—	MFS HIGH YIELD MUN TR SH BEN INT	844	$2,962	0.0%	$3.55	—	CEF	59318E102
ZTS	ZOETIS INC CL A	22	$2,768	0.0%	$193.82	-32.8%	Stock	98978V103
STX	SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	10	$2,754	0.0%	$146.38	+76.9%	Stock	G7997R103
BIP	BROOKFIELD INFRAST PARTNERS LP LP INT UNIT	75	$2,606	0.0%	$53.33	—	Stock	G16252101
BA	BOEING CO COM	12	$2,605	0.0%	$205.66	0.0%	Stock	097023105
FTRE	FORTREA HLDGS INC COMMON STOCK	150	$2,588	0.0%	$33.33	-62.9%	Stock	34965K107
LIN	LINDE PLC SHS	6	$2,558	0.0%	$427.28	0.0%	Stock	G54950103
TKO	TKO GROUP HOLDINGS INC CL A	12	$2,508	0.0%	$128.97	+50.2%	Stock	87256C101
GRMN	GARMIN LTD SHS	12	$2,434	0.0%	$229.08	-5.4%	Stock	H2906T109
VTRS	VIATRIS INC COM	190	$2,371	0.0%	$11.19	-4.2%	Stock	92556V106
CRBN	ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF	10	$2,305	0.0%	$164.67	—	ETF	46434V464
NCLH	NORWEGIAN CRUISE LINE HLDG LTD SHS	100	$2,232	0.0%	$25.45	-17.0%	Stock	G66721104
—	PIMCO CALIF MUN INCOME FD COM	252	$2,200	0.0%	$8.72	—	CEF	72200N106
CRSP	CRISPR THERAPEUTICS AG NAMEN AKT	40	$2,098	0.0%	$42.39	+41.3%	Stock	H17182108
DGX	QUEST DIAGNOSTICS INC COM	12	$2,082	0.0%	$182.07	0.0%	Stock	74834L100
HOG	HARLEY DAVIDSON INC COM	100	$2,049	0.0%	$26.28	-6.5%	Stock	412822108
WELL	WELLTOWER INC COM	11	$2,042	0.0%	$186.47	0.0%	REIT	95040Q104
APP	APPLOVIN CORP COM CL A	3	$2,021	0.0%	$630.10	0.0%	Stock	03831W108
TT	TRANE TECHNOLOGIES PLC SHS	5	$1,946	0.0%	$413.59	0.0%	Stock	G8994E103
TAP	MOLSON COORS BEVERAGE CO CL B	40	$1,867	0.0%	$45.79	0.0%	Stock	60871R209
NOW	SERVICENOW INC COM	12	$1,838	0.0%	$171.54	0.0%	Stock	81762P102
PLD	PROLOGIS INC. COM	14	$1,787	0.0%	$123.86	0.0%	REIT	74340W103
NSC	NORFOLK SOUTHN CORP COM	6	$1,732	0.0%	$288.62	0.0%	Stock	655844108
BSX	BOSTON SCIENTIFIC CORP COM	18	$1,716	0.0%	$101.11	-3.0%	Stock	101137107
WAB	WABTEC COM	8	$1,708	0.0%	$182.56	+12.5%	Stock	929740108
NEM	NEWMONT CORP COM	17	$1,697	0.0%	$90.20	0.0%	Stock	651639106
CME	CME GROUP INC COM	6	$1,638	0.0%	$270.74	0.0%	Stock	12572Q105
SO	SOUTHERN CO COM	18	$1,570	0.0%	$90.89	0.0%	Stock	842587107
MDT	MEDTRONIC PLC SHS	16	$1,537	0.0%	$97.14	0.0%	Stock	G5960L103
MCO	MOODYS CORP COM	3	$1,533	0.0%	$487.35	0.0%	Stock	615369105
EQIX	EQUINIX INC COM	2	$1,532	0.0%	$759.90	+2.8%	REIT	29444U700
KKR	KKR & CO INC COM	12	$1,530	0.0%	$124.29	0.0%	Stock	48251W104
CCL	CARNIVAL CORP PAIRED CTF	50	$1,527	0.0%	$30.20	-7.7%	Stock	143658300
ACHR	ARCHER AVIATION INC COM CL A	200	$1,504	0.0%	$3.67	+156.2%	Stock	03945R102
LULU	LULULEMON ATHLETICA INC COM	7	$1,455	0.0%	$328.87	-44.9%	Stock	550021109
CBRE	CBRE GROUP INC CL A	9	$1,447	0.0%	$157.23	0.0%	Stock	12504L109
TMUS	T-MOBILE US INC COM	7	$1,421	0.0%	$223.75	-5.6%	Stock	872590104
SRE	SEMPRA COM	16	$1,413	0.0%	$90.54	0.0%	Stock	816851109
SNPS	SYNOPSYS INC COM	3	$1,409	0.0%	$444.23	0.0%	Stock	871607107
D	DOMINION ENERGY INC COM	24	$1,406	0.0%	$59.76	0.0%	Stock	25746U109
HCA	HCA HEALTHCARE INC COM	3	$1,401	0.0%	$463.73	0.0%	Stock	40412C101
RCL	ROYAL CARIBBEAN GROUP COM	5	$1,395	0.0%	$281.58	0.0%	Stock	V7780T103
FWONK	LIBERTY MEDIA CORP DEL COM LBTY ONE S C	14	$1,379	0.0%	$92.64	—	Stock	531229755
TFC	TRUIST FINL CORP COM	28	$1,378	0.0%	$45.80	0.0%	Stock	89832Q109
PSA	PUBLIC STORAGE OPER CO COM	5	$1,298	0.0%	$277.29	0.0%	REIT	74460D109
SPG	SIMON PPTY GROUP INC NEW COM	7	$1,296	0.0%	$179.99	0.0%	REIT	828806109
AIG	AMERICAN INTL GROUP INC COM NEW	15	$1,283	0.0%	$79.68	0.0%	Stock	026874784
CDNS	CADENCE DESIGN SYSTEM INC COM	4	$1,250	0.0%	$326.31	0.0%	Stock	127387108
ALL	ALLSTATE CORP COM	6	$1,249	0.0%	$204.09	0.0%	Stock	020002101
MDLZ	MONDELEZ INTL INC CL A	23	$1,238	0.0%	$57.06	0.0%	Stock	609207105
DLR	DIGITAL RLTY TR INC COM	8	$1,238	0.0%	$163.13	0.0%	REIT	253868103
WBD	WARNER BROS DISCOVERY INC COM SER A	42	$1,210	0.0%	$21.38	+9.3%	Stock	934423104
SJM	SMUCKER J M CO COM NEW	12	$1,174	0.0%	$102.85	0.0%	Stock	832696405
APO	APOLLO GLOBAL MGMT INC COM	8	$1,158	0.0%	$132.57	0.0%	Stock	03769M106
DLB	DOLBY LABORATORIES INC COM CL A	18	$1,156	0.0%	$74.21	-10.3%	Stock	25659T107
DASH	DOORDASH INC CL A	5	$1,132	0.0%	$234.56	0.0%	Stock	25809K105
VST	VISTRA CORP COM	7	$1,129	0.0%	$181.92	0.0%	Stock	92840M102
IONS	IONIS PHARMACEUTICALS INC COM	14	$1,108	0.0%	$37.38	+101.4%	Stock	462222100
CL	COLGATE PALMOLIVE CO COM	14	$1,106	0.0%	$71.85	+9.0%	Stock	194162103
NXPI	NXP SEMICONDUCTORS N V COM	5	$1,085	0.0%	$213.68	0.0%	Stock	N6596X109
GLW	CORNING INC COM	12	$1,051	0.0%	$85.98	0.0%	Stock	219350105
BKR	BAKER HUGHES COMPANY CL A	23	$1,047	0.0%	$47.34	0.0%	Stock	05722G100
WMB	WILLIAMS COS INC COM	17	$1,022	0.0%	$60.06	0.0%	Stock	969457100
PRU	PRUDENTIAL FINL INC COM	9	$1,016	0.0%	$106.51	0.0%	Stock	744320102
COR	CENCORA INC COM	3	$1,013	0.0%	$309.20	+10.2%	Stock	03073E105
CTVA	CORTEVA INC COM	15	$1,005	0.0%	$64.54	0.0%	Stock	22052L104
UPS	UNITED PARCEL SVCS INC CL B	10	$992	0.0%	$92.75	0.0%	Stock	911312106
AFL	AFLAC INC COM	9	$992	0.0%	$109.84	0.0%	Stock	001055102
ABNB	AIRBNB INC COM CL A	7	$950	0.0%	$124.53	0.0%	Stock	009066101
SLB	SLB LIMITED COM STK	24	$921	0.0%	$36.06	0.0%	Stock	806857108
COIN	COINBASE GLOBAL INC COM CL A	4	$905	0.0%	$297.98	0.0%	Stock	19260Q107
DAL	DELTA AIR LINES INC DEL COM NEW	13	$902	0.0%	$62.45	0.0%	Stock	247361702
IQV	IQVIA HLDGS INC COM	4	$902	0.0%	$217.58	0.0%	Stock	46266C105
ROST	ROSS STORES INC COM	5	$901	0.0%	$166.60	0.0%	Stock	778296103
PCAR	PACCAR INC COM	8	$876	0.0%	$101.22	0.0%	Stock	693718108
NDAQ	NASDAQ INC COM	9	$874	0.0%	$89.74	0.0%	Stock	631103108
FTNT	FORTINET INC COM	11	$874	0.0%	$82.94	0.0%	Stock	34959E109
HLT	HILTON WORLDWIDE HLDGS INC COM	3	$862	0.0%	$272.20	0.0%	Stock	43300A203
HIG	HARTFORD INSURANCE GROUP INC COM	6	$827	0.0%	$127.36	+3.3%	Stock	416515104
BDX	BECTON DICKINSON & CO COM	4	$776	0.0%	$189.55	0.0%	Stock	075887109
PSX	PHILLIPS 66 COM	6	$774	0.0%	$126.39	+6.0%	Stock	718546104
TTWO	TAKE-TWO INTERACTIVE SOFTWARE COM	3	$768	0.0%	$249.31	0.0%	Stock	874054109
YUM	YUM BRANDS INC COM	5	$756	0.0%	$147.67	0.0%	Stock	988498101
EOG	EOG RES INC COM	7	$735	0.0%	$107.22	0.0%	Stock	26875P101
WDC	WESTERN DIGITAL CORP COM	4	$689	0.0%	$151.55	0.0%	Stock	958102105
—	HANCOCK JOHN INVT TR II COM	50	$684	0.0%	$20.00	—	CEF	410142103
EW	EDWARDS LIFESCIENCES CORP COM	8	$682	0.0%	$82.07	0.0%	Stock	28176E108
CMG	CHIPOTLE MEXICAN GRILL INC COM	18	$666	0.0%	$45.03	-19.7%	Stock	169656105
VLO	VALERO ENERGY CORP COM	4	$651	0.0%	$168.83	0.0%	Stock	91913Y100
MPC	MARATHON PETE CORP COM	4	$651	0.0%	$186.40	0.0%	Stock	56585A102
BIPC	BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A	7	$318	0.0%	$40.13	+12.2%	Stock	11276H106
KD	KYNDRYL HLDGS INC COMMON STOCK	11	$292	0.0%	$21.59	+25.6%	Stock	50155Q100
FWONA	LIBERTY MEDIA CORP DEL COM LBTY ONE S A	2	$179	0.0%	$84.00	—	Stock	531229771
BOND	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	1	$92	0.0%	$96.36	—	ETF	72201R775
TIP	ISHARES TIPS BOND ETF	1	$78	0.0%	$127.99	—	ETF	464287176
CNDT	CONDUENT INC COM	40	$77	0.0%	$6.87	-68.1%	Stock	206787103
SLF	SUN LIFE FINANCIAL INC. COM	1	$61	0.0%	$55.08	+9.7%	Stock	866796105