Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	157,204	$90.68M	17.7%	$442.64	—	CORE S&P500 ETF	464287200
IEFA	ISHARES TR	465,326	$36.32M	7.1%	$64.61	—	CORE MSCI EAFE	46432F842
IJR	ISHARES TR	236,165	$27.62M	5.4%	$101.25	—	CORE S&P SCP ETF	464287804
IJH	ISHARES TR	397,073	$24.75M	4.8%	$88.19	—	CORE S&P MCP ETF	464287507
AAPL	APPLE INC	96,589	$22.51M	4.4%	$158.78	+39.8%	COM	037833100
AGG	ISHARES TR	184,845	$18.72M	3.7%	$97.53	—	CORE US AGGBD ET	464287226
MSFT	MICROSOFT CORP	39,348	$16.93M	3.3%	$292.48	+44.7%	COM	594918104
NVDA	NVIDIA CORPORATION	111,494	$13.54M	2.6%	$95.33	+23.9%	COM	67066G104
IEMG	ISHARES INC	209,460	$12.03M	2.4%	$48.84	—	CORE MSCI EMKT	46434G103
SPY	SPDR S&P 500 ETF TR	19,000	$10.9M	2.1%	$432.88	—	TR UNIT	78462F103
MUB	ISHARES TR	92,953	$10.1M	2.0%	$106.00	—	NATIONAL MUN ETF	464288414
UFPT	UFP TECHNOLOGIES INC	26,455	$8.378M	1.6%	$171.77	+85.6%	COM	902673102
AMZN	AMAZON COM INC	44,413	$8.275M	1.6%	$121.14	+50.6%	COM	023135106
GOOG	ALPHABET INC	31,927	$5.338M	1.0%	$105.76	+59.1%	CAP STK CL C	02079K107
JNJ	JOHNSON & JOHNSON	30,275	$4.906M	1.0%	$150.68	+1.3%	COM	478160104
GOOGL	ALPHABET INC	28,643	$4.75M	0.9%	$112.10	+48.7%	CAP STK CL A	02079K305
SCZ	ISHARES TR	69,255	$4.689M	0.9%	$61.75	—	EAFE SML CP ETF	464288273
META	META PLATFORMS INC	8,102	$4.638M	0.9%	$237.00	+116.1%	CL A	30303M102
BRK/B	BERKSHIRE HATHAWAY INC DEL	9,391	$4.322M	0.8%	$313.32	+41.1%	CL B NEW	084670702
LLY	ELI LILLY & CO	4,842	$4.29M	0.8%	$417.18	+113.4%	COM	532457108
JPM	JPMORGAN CHASE & CO.	19,015	$4.01M	0.8%	$137.51	+49.0%	COM	46625H100
KMB	KIMBERLY-CLARK CORP	28,017	$3.986M	0.8%	$112.77	+19.0%	COM	494368103
EFA	ISHARES TR	41,892	$3.503M	0.7%	$68.10	—	MSCI EAFE ETF	464287465
AVGO	BROADCOM INC	20,136	$3.473M	0.7%	$149.19	+5.9%	COM	11135F101
XOM	EXXON MOBIL CORP	27,947	$3.276M	0.6%	$98.85	+11.3%	COM	30231G102
PG	PROCTER AND GAMBLE CO	17,283	$2.993M	0.6%	$136.94	+19.9%	COM	742718109
SMMD	ISHARES TR	43,974	$2.978M	0.6%	$63.12	—	RUSEL 2500 ETF	46435G268
IVE	ISHARES TR	13,297	$2.622M	0.5%	$147.52	—	S&P 500 VAL ETF	464287408
UNH	UNITEDHEALTH GROUP INC	4,464	$2.61M	0.5%	$491.64	+11.5%	COM	91324P102
VTI	VANGUARD INDEX FDS	9,113	$2.58M	0.5%	$263.07	—	TOTAL STK MKT	922908769
ABBV	ABBVIE INC	12,469	$2.462M	0.5%	$139.88	+27.7%	COM	00287Y109
TSLA	TESLA INC	9,138	$2.391M	0.5%	$205.22	+11.1%	COM	88160R101
V	VISA INC	8,486	$2.333M	0.5%	$218.30	+22.6%	COM CL A	92826C839
IWR	ISHARES TR	23,664	$2.086M	0.4%	$70.99	—	RUS MID CAP ETF	464287499
ACWX	ISHARES TR	34,758	$1.989M	0.4%	$53.57	—	MSCI ACWI EX US	464288240
MRK	MERCK & CO INC	16,960	$1.926M	0.4%	$96.83	+16.7%	COM	58933Y105
COST	COSTCO WHSL CORP NEW	2,091	$1.854M	0.4%	$530.45	+62.5%	COM	22160K105
WMT	WALMART INC	22,879	$1.847M	0.4%	$53.29	+36.0%	COM	931142103
CAT	CATERPILLAR INC	4,623	$1.808M	0.4%	$220.92	+53.3%	COM	149123101
ORI	OLD REP INTL CORP	50,507	$1.789M	0.3%	$26.01	+11.4%	COM	680223104
QCOM	QUALCOMM INC	10,383	$1.766M	0.3%	$119.20	+43.6%	COM	747525103
HD	HOME DEPOT INC	4,347	$1.761M	0.3%	$294.11	+19.9%	COM	437076102
PM	PHILIP MORRIS INTL INC	13,948	$1.693M	0.3%	$83.42	+31.7%	COM	718172109
MA	MASTERCARD INCORPORATED	3,173	$1.567M	0.3%	$363.85	+26.9%	CL A	57636Q104
KO	COCA COLA CO	20,782	$1.493M	0.3%	$55.83	+17.6%	COM	191216100
TXN	TEXAS INSTRS INC	7,013	$1.449M	0.3%	$168.20	+14.7%	COM	882508104
ETN	EATON CORP PLC	4,158	$1.378M	0.3%	$165.20	+82.4%	SHS	G29183103
CRM	SALESFORCE INC	5,009	$1.371M	0.3%	$179.25	+41.6%	COM	79466L302
RTX	RTX CORPORATION	11,172	$1.354M	0.3%	$87.72	+26.6%	COM	75513E101
BND	VANGUARD BD INDEX FDS	17,884	$1.343M	0.3%	$72.03	—	TOTAL BND MRKT	921937835
VIG	VANGUARD SPECIALIZED FUNDS	6,626	$1.312M	0.3%	$182.55	—	DIV APP ETF	921908844
NFLX	NETFLIX INC	1,780	$1.263M	0.2%	$39.08	+71.1%	COM	64110L106
SUB	ISHARES TR	11,538	$1.225M	0.2%	$104.35	—	SHRT NAT MUN ETF	464288158
PGR	PROGRESSIVE CORP	4,662	$1.183M	0.2%	$120.47	+77.8%	COM	743315103
TMO	THERMO FISHER SCIENTIFIC INC	1,911	$1.182M	0.2%	$531.22	+10.9%	COM	883556102
IWM	ISHARES TR	5,284	$1.167M	0.2%	$190.69	—	RUSSELL 2000 ETF	464287655
BAC	BANK AMERICA CORP	29,066	$1.153M	0.2%	$31.32	+23.8%	COM	060505104
CVX	CHEVRON CORP NEW	7,710	$1.135M	0.2%	$149.20	-6.2%	COM	166764100
LOW	LOWES COS INC	4,099	$1.11M	0.2%	$194.79	+21.2%	COM	548661107
CSCO	CISCO SYS INC	20,389	$1.085M	0.2%	$43.66	+7.1%	COM	17275R102
ORCL	ORACLE CORP	6,308	$1.075M	0.2%	$90.76	+57.6%	COM	68389X105
PEP	PEPSICO INC	6,263	$1.065M	0.2%	$161.87	+0.6%	COM	713448108
DHR	DANAHER CORPORATION	3,802	$1.057M	0.2%	$227.81	+15.2%	COM	235851102
AMD	ADVANCED MICRO DEVICES INC	6,322	$1.037M	0.2%	$94.16	+61.4%	COM	007903107
GE	GE AEROSPACE	5,453	$1.028M	0.2%	$66.35	+153.1%	COM NEW	369604301
NOW	SERVICENOW INC	1,146	$1.025M	0.2%	$90.37	+81.9%	COM	81762P102
MCD	MCDONALDS CORP	3,315	$1.009M	0.2%	$252.92	+5.4%	COM	580135101
CEG	CONSTELLATION ENERGY CORP	3,871	$1.007M	0.2%	$96.16	+105.0%	COM	21037T109
IBM	INTERNATIONAL BUSINESS MACHS	4,548	$1.005M	0.2%	$140.11	+34.9%	COM	459200101
AMAT	APPLIED MATLS INC	4,974	$1.005M	0.2%	$109.55	+84.7%	COM	038222105
VT	VANGUARD INTL EQUITY INDEX F	8,226	$985K	0.2%	$86.57	—	TT WRLD ST ETF	922042742
NEE	NEXTERA ENERGY INC	11,541	$976K	0.2%	$69.47	+7.8%	COM	65339F101
ADBE	ADOBE INC	1,878	$972K	0.2%	$409.21	+34.0%	COM	00724F101
VWO	VANGUARD INTL EQUITY INDEX F	20,210	$967K	0.2%	$39.61	—	FTSE EMR MKT ETF	922042858
LIN	LINDE PLC	1,964	$937K	0.2%	$364.35	+22.9%	SHS	G54950103
ISRG	INTUITIVE SURGICAL INC	1,852	$910K	0.2%	$282.34	+64.9%	COM NEW	46120E602
UNP	UNION PAC CORP	3,629	$894K	0.2%	$204.92	+14.5%	COM	907818108
VEA	VANGUARD TAX-MANAGED FDS	16,718	$883K	0.2%	$42.41	—	VAN FTSE DEV MKT	921943858
ABT	ABBOTT LABS	7,595	$866K	0.2%	$100.04	+7.0%	COM	002824100
JEF	JEFFERIES FINL GROUP INC	14,057	$865K	0.2%	$31.39	+73.2%	COM	47233W109
ACN	ACCENTURE PLC IRELAND	2,439	$862K	0.2%	$279.12	+15.6%	SHS CLASS A	G1151C101
TT	TRANE TECHNOLOGIES PLC	2,205	$857K	0.2%	$180.61	+90.0%	SHS	G8994E103
—	BLACKROCK INC	851	$808K	0.2%	$684.99	—	COM	09247X101
NOC	NORTHROP GRUMMAN CORP	1,501	$793K	0.2%	$447.13	+6.9%	COM	666807102
SCHW	SCHWAB CHARLES CORP	12,198	$791K	0.2%	$64.05	+0.8%	COM	808513105
AMGN	AMGEN INC	2,444	$787K	0.2%	$242.54	+29.1%	COM	031162100
CMCSA	COMCAST CORP NEW	18,370	$767K	0.2%	$32.98	+14.4%	CL A	20030N101
VZ	VERIZON COMMUNICATIONS INC	16,949	$761K	0.1%	$31.60	+21.5%	COM	92343V104
RLY	SSGA ACTIVE ETF TR	26,177	$752K	0.1%	$27.78	—	MULT ASS RLRTN	78467V103
DVY	ISHARES TR	5,514	$745K	0.1%	$113.95	—	SELECT DIVID ETF	464287168
HWM	HOWMET AEROSPACE INC	7,183	$720K	0.1%	$38.45	+134.0%	COM	443201108
MDLZ	MONDELEZ INTL INC	9,621	$709K	0.1%	$60.28	+11.5%	CL A	609207105
VB	VANGUARD INDEX FDS	2,963	$703K	0.1%	$189.59	—	SMALL CP ETF	922908751
CSX	CSX CORP	20,297	$701K	0.1%	$31.34	+6.0%	COM	126408103
MPC	MARATHON PETE CORP	4,285	$698K	0.1%	$119.69	+37.0%	COM	56585A102
GS	GOLDMAN SACHS GROUP INC	1,406	$696K	0.1%	$343.46	+38.3%	COM	38141G104
TJX	TJX COS INC NEW	5,905	$694K	0.1%	$76.13	+48.1%	COM	872540109
MS	MORGAN STANLEY	6,645	$693K	0.1%	$80.52	+20.3%	COM NEW	617446448
IVW	ISHARES TR	7,172	$687K	0.1%	$76.47	—	S&P 500 GRWT ETF	464287309
BKNG	BOOKING HOLDINGS INC	162	$682K	0.1%	$2204.93	+72.1%	COM	09857L108
HON	HONEYWELL INTL INC	3,273	$677K	0.1%	$177.70	+6.0%	COM	438516106
AXP	AMERICAN EXPRESS CO	2,484	$674K	0.1%	$171.99	+42.5%	COM	025816109
ILCG	ISHARES TR	7,850	$660K	0.1%	$81.41	—	MORNINGSTAR GRWT	464287119
SPGI	S&P GLOBAL INC	1,223	$632K	0.1%	$366.07	+33.8%	COM	78409V104
PFE	PFIZER INC	21,817	$631K	0.1%	$32.87	-18.8%	COM	717081103
INTU	INTUIT	1,012	$628K	0.1%	$447.19	+41.5%	COM	461202103
AMP	AMERIPRISE FINL INC	1,336	$628K	0.1%	$302.48	+41.0%	COM	03076C106
APD	AIR PRODS & CHEMS INC	2,106	$627K	0.1%	$262.79	+0.1%	COM	009158106
WAB	WABTEC	3,440	$625K	0.1%	$98.71	+65.1%	COM	929740108
TMUS	T-MOBILE US INC	3,026	$624K	0.1%	$139.19	+34.6%	COM	872590104
DE	DEERE & CO	1,493	$623K	0.1%	$384.77	-4.0%	COM	244199105
IR	INGERSOLL RAND INC	6,328	$621K	0.1%	$54.56	+70.1%	COM	45687V106
TAXX	BONDBLOXX ETF TRUST	12,176	$618K	0.1%	$50.79	—	IR M TAXAWARE	09789C721
DUK	DUKE ENERGY CORP NEW	5,359	$618K	0.1%	$89.33	+18.6%	COM NEW	26441C204
SPYM	SPDR SER TR	9,097	$614K	0.1%	$67.51	—	PORTFOLIO S&P500	78464A854
CTAS	CINTAS CORP	2,953	$608K	0.1%	$170.87	+11.7%	COM	172908105
SCHX	SCHWAB STRATEGIC TR	8,930	$606K	0.1%	$50.82	—	US LRG CAP ETF	808524201
UBER	UBER TECHNOLOGIES INC	8,028	$603K	0.1%	$59.12	+19.1%	COM	90353T100
ADP	AUTOMATIC DATA PROCESSING IN	2,121	$587K	0.1%	$228.24	+11.1%	COM	053015103
BSX	BOSTON SCIENTIFIC CORP	6,973	$584K	0.1%	$49.33	+59.8%	COM	101137107
WFC	WELLS FARGO CO NEW	10,281	$581K	0.1%	$40.78	+34.5%	COM	949746101
MO	ALTRIA GROUP INC	11,240	$574K	0.1%	$35.73	+27.4%	COM	02209S103
CGGO	CAPITAL GROUP GBL GROWTH EQT	19,012	$573K	0.1%	$25.63	—	SHS CREATION UNI	14020X104
KLAC	KLA CORP	740	$573K	0.1%	$453.69	+70.8%	COM NEW	482480100
ORLY	OREILLY AUTOMOTIVE INC	495	$570K	0.1%	$55.99	+31.2%	COM	67103H107
T	AT&T INC	25,829	$568K	0.1%	$15.01	+25.1%	COM	00206R102
JNK	SPDR SER TR	5,770	$564K	0.1%	$91.45	—	BLOOMBERG HIGH Y	78468R622
EMXC	ISHARES INC	9,116	$557K	0.1%	$57.97	—	MSCI EMRG CHN	46434G764
NSC	NORFOLK SOUTHN CORP	2,231	$554K	0.1%	$213.03	+9.4%	COM	655844108
INTC	INTEL CORP	23,282	$546K	0.1%	$28.05	-11.3%	COM	458140100
SBUX	STARBUCKS CORP	5,546	$541K	0.1%	$93.67	-11.6%	COM	855244109
LMT	LOCKHEED MARTIN CORP	917	$536K	0.1%	$433.87	+19.0%	COM	539830109
ADI	ANALOG DEVICES INC	2,292	$528K	0.1%	$176.96	+24.4%	COM	032654105
CB	CHUBB LIMITED	1,820	$525K	0.1%	$205.45	+31.8%	COM	H1467J104
MU	MICRON TECHNOLOGY INC	4,994	$518K	0.1%	$70.54	+47.4%	COM	595112103
ITW	ILLINOIS TOOL WKS INC	1,966	$515K	0.1%	$208.40	+13.9%	COM	452308109
FISV	FISERV INC	2,827	$508K	0.1%	$116.42	+41.7%	COM	337738108
VRTX	VERTEX PHARMACEUTICALS INC	1,086	$505K	0.1%	$322.54	+48.9%	COM	92532F100
COP	CONOCOPHILLIPS	4,721	$497K	0.1%	$107.23	-2.0%	COM	20825C104
SYK	STRYKER CORPORATION	1,373	$496K	0.1%	$275.06	+23.8%	COM	863667101
DIS	DISNEY WALT CO	5,039	$485K	0.1%	$88.33	+2.5%	COM	254687106
INCY	INCYTE CORP	7,293	$482K	0.1%	$56.64	+12.6%	COM	45337C102
ELV	ELEVANCE HEALTH INC	918	$477K	0.1%	$478.57	+8.8%	COM	036752103
IWN	ISHARES TR	2,806	$468K	0.1%	$138.22	—	RUS 2000 VAL ETF	464287630
DGRO	ISHARES TR	7,382	$463K	0.1%	$57.61	—	CORE DIV GRWTH	46434V621
PLD	PROLOGIS INC.	3,663	$463K	0.1%	$105.92	+11.5%	COM	74340W103
WMB	WILLIAMS COS INC	9,921	$453K	0.1%	$28.25	+47.8%	COM	969457100
AIG	AMERICAN INTL GROUP INC	6,184	$453K	0.1%	$57.33	+26.0%	COM NEW	026874784
GILD	GILEAD SCIENCES INC	5,335	$447K	0.1%	$70.60	+3.5%	COM	375558103
—	HESS CORP	3,269	$444K	0.1%	$142.74	—	COM	42809H107
ZTS	ZOETIS INC	2,247	$439K	0.1%	$153.34	+18.3%	CL A	98978V103
PRF	INVESCO EXCHANGE TRADED FD T	10,690	$434K	0.1%	$37.95	—	FTSE RAFI 1000	46137V613
MCK	MCKESSON CORP	860	$425K	0.1%	$383.30	+44.4%	COM	58155Q103
WM	WASTE MGMT INC DEL	1,991	$413K	0.1%	$160.01	+27.7%	COM	94106L109
EXC	EXELON CORP	10,120	$410K	0.1%	$35.44	+0.9%	COM	30161N101
MDY	SPDR S&P MIDCAP 400 ETF TR	716	$408K	0.1%	$532.78	—	UTSER1 S&PDCRP	78467Y107
EQIX	EQUINIX INC	457	$406K	0.1%	$684.93	+16.0%	COM	29444U700
D	DOMINION ENERGY INC	6,982	$403K	0.1%	$49.85	+2.6%	COM	25746U109
IOO	ISHARES TR	4,042	$401K	0.1%	$96.58	—	GLOBAL 100 ETF	464287572
AMT	AMERICAN TOWER CORP NEW	1,721	$400K	0.1%	$176.99	+19.1%	COM	03027X100
FIS	FIDELITY NATL INFORMATION SV	4,763	$399K	0.1%	$58.11	+31.9%	COM	31620M106
PAYX	PAYCHEX INC	2,965	$398K	0.1%	$104.31	+16.9%	COM	704326107
EEM	ISHARES TR	8,665	$397K	0.1%	$38.24	—	MSCI EMG MKT ETF	464287234
LHX	L3HARRIS TECHNOLOGIES INC	1,615	$384K	0.1%	$187.98	+19.5%	COM	502431109
MRSH	MARSH & MCLENNAN COS INC	1,698	$379K	0.1%	$178.50	+21.5%	COM	571748102
AON	AON PLC	1,092	$378K	0.1%	$294.55	+10.1%	SHS CL A	G0403H108
CMG	CHIPOTLE MEXICAN GRILL INC	6,526	$376K	0.1%	$60.96	-9.2%	COM	169656105
MDT	MEDTRONIC PLC	4,173	$376K	0.1%	$76.23	+6.0%	SHS	G5960L103
—	LAM RESEARCH CORP	460	$375K	0.1%	$811.04	—	COM	512807108
FTNT	FORTINET INC	4,761	$369K	0.1%	$59.05	+15.7%	COM	34959E109
OKE	ONEOK INC NEW	4,046	$369K	0.1%	$73.92	+10.3%	COM	682680103
SYY	SYSCO CORP	4,635	$362K	0.1%	$73.46	-1.8%	COM	871829107
CME	CME GROUP INC	1,634	$361K	0.1%	$158.52	+23.9%	COM	12572Q105
GEV	GE VERNOVA INC	1,406	$359K	0.1%	$160.72	+19.2%	COM	36828A101
FCX	FREEPORT-MCMORAN INC	7,085	$354K	0.1%	$40.48	+9.3%	CL B	35671D857
TEL	TE CONNECTIVITY PLC	2,332	$352K	0.1%	$146.90	0.0%	ORD SHS	G87052109
CCI	CROWN CASTLE INC	2,964	$352K	0.1%	$113.84	-10.4%	COM	22822V101
HIG	HARTFORD FINL SVCS GROUP INC	2,989	$351K	0.1%	$72.47	+47.7%	COM	416515104
UPS	UNITED PARCEL SERVICE INC	2,571	$351K	0.1%	$154.27	-21.9%	CL B	911312106
CI	THE CIGNA GROUP	1,010	$350K	0.1%	$286.57	+16.9%	COM	125523100
GHYB	GOLDMAN SACHS ETF TR	7,650	$349K	0.1%	$41.98	—	ACCESS HIG YLD	381430453
MET	METLIFE INC	4,202	$347K	0.1%	$64.07	+12.2%	COM	59156R108
REGN	REGENERON PHARMACEUTICALS	329	$346K	0.1%	$798.89	+38.5%	COM	75886F107
BDX	BECTON DICKINSON & CO	1,427	$344K	0.1%	$231.43	-1.6%	COM	075887109
ICE	INTERCONTINENTAL EXCHANGE IN	2,137	$343K	0.1%	$113.36	+33.8%	COM	45866F104
PWR	QUANTA SVCS INC	1,135	$338K	0.1%	$175.13	+50.7%	COM	74762E102
QQQ	INVESCO QQQ TR	692	$338K	0.1%	$428.54	—	UNIT SER 1	46090E103
HCA	HCA HEALTHCARE INC	821	$334K	0.1%	$275.72	+31.3%	COM	40412C101
FAST	FASTENAL CO	4,636	$331K	0.1%	$24.33	+35.3%	COM	311900104
USB	US BANCORP DEL	7,195	$329K	0.1%	$30.16	+36.3%	COM NEW	902973304
BMY	BRISTOL-MYERS SQUIBB CO	6,219	$322K	0.1%	$57.79	-24.5%	COM	110122108
—	ARISTA NETWORKS INC	829	$318K	0.1%	$350.48	—	COM	040413106
BN	BROOKFIELD CORP	5,969	$317K	0.1%	$22.84	+37.0%	CL A LTD VT SH	11271J107
CL	COLGATE PALMOLIVE CO	3,014	$313K	0.1%	$75.70	+30.7%	COM	194162103
APH	AMPHENOL CORP NEW	4,786	$312K	0.1%	$57.70	+11.0%	CL A	032095101
SO	SOUTHERN CO	3,436	$310K	0.1%	$73.67	+10.8%	COM	842587107
PANW	PALO ALTO NETWORKS INC	898	$307K	0.1%	$150.61	+11.8%	COM	697435105
MCHP	MICROCHIP TECHNOLOGY INC.	3,809	$306K	0.1%	$76.10	+4.1%	COM	595017104
VLO	VALERO ENERGY CORP	2,264	$306K	0.1%	$117.62	+18.5%	COM	91913Y100
ROP	ROPER TECHNOLOGIES INC	541	$301K	0.1%	$460.29	+18.3%	COM	776696106
FDL	FIRST TR MORNINGSTAR DIVID L	7,159	$300K	0.1%	$37.93	—	SHS	336917109
HUBB	HUBBELL INC	701	$300K	0.1%	$277.21	+36.2%	COM	443510607
SHW	SHERWIN WILLIAMS CO	777	$297K	0.1%	$270.59	+27.5%	COM	824348106
C	CITIGROUP INC	4,697	$294K	0.1%	$43.14	+37.7%	COM NEW	172967424
TFC	TRUIST FINL CORP	6,817	$292K	0.1%	$35.17	+12.5%	COM	89832Q109
CDNS	CADENCE DESIGN SYSTEM INC	1,072	$291K	0.1%	$240.29	+15.1%	COM	127387108
VST	VISTRA CORP	2,437	$289K	0.1%	$84.10	0.0%	COM	92840M102
NKE	NIKE INC	3,258	$288K	0.1%	$98.30	-22.7%	CL B	654106103
AIZ	ASSURANT INC	1,442	$287K	0.1%	$133.36	+33.8%	COM	04621X108
CINF	CINCINNATI FINL CORP	2,106	$287K	0.1%	$103.58	+20.8%	COM	172062101
VOYA	VOYA FINANCIAL INC	3,614	$286K	0.1%	$61.37	+12.3%	COM	929089100
SLV	ISHARES SILVER TR	10,000	$284K	0.1%	$25.85	—	ISHARES	46428Q109
EMR	EMERSON ELEC CO	2,589	$283K	0.1%	$92.15	+14.0%	COM	291011104
LEN	LENNAR CORP	1,510	$283K	0.1%	$149.35	+10.0%	CL A	526057104
IWY	ISHARES TR	1,282	$282K	0.1%	$163.44	—	RUS TP200 GR ETF	464289438
CARR	CARRIER GLOBAL CORPORATION	3,488	$281K	0.1%	$60.44	+13.4%	COM	14448C104
DD	DUPONT DE NEMOURS INC	3,122	$278K	0.1%	$29.94	+10.1%	COM	26614N102
ES	EVERSOURCE ENERGY	4,086	$278K	0.1%	$53.48	+12.8%	COM	30040W108
CVS	CVS HEALTH CORP	4,402	$277K	0.1%	$76.75	-28.1%	COM	126650100
HUBS	HUBSPOT INC	519	$276K	0.1%	$404.44	+24.2%	COM	443573100
DVN	DEVON ENERGY CORP NEW	6,861	$268K	0.1%	$55.68	-24.3%	COM	25179M103
TRV	TRAVELERS COMPANIES INC	1,114	$261K	0.1%	$206.90	+4.1%	COM	89417E109
TGT	TARGET CORP	1,663	$259K	0.1%	$142.02	-0.7%	COM	87612E106
PYPL	PAYPAL HLDGS INC	3,318	$259K	0.1%	$66.73	0.0%	COM	70450Y103
AFL	AFLAC INC	2,310	$258K	0.1%	$98.75	0.0%	COM	001055102
VTV	VANGUARD INDEX FDS	1,472	$257K	0.1%	$149.94	—	VALUE ETF	922908744
FDX	FEDEX CORP	934	$256K	0.1%	$244.48	+15.0%	COM	31428X106
EOG	EOG RES INC	2,076	$255K	0.0%	$117.87	+2.1%	COM	26875P101
TSCO	TRACTOR SUPPLY CO	874	$254K	0.0%	$46.75	+12.4%	COM	892356106
BX	BLACKSTONE INC	1,650	$253K	0.0%	$133.67	0.0%	COM	09260D107
MMM	3M CO	1,828	$250K	0.0%	$119.14	0.0%	COM	88579Y101
QUAL	ISHARES TR	1,384	$248K	0.0%	$179.30	—	MSCI USA QLT FCT	46432F339
PH	PARKER-HANNIFIN CORP	389	$246K	0.0%	$560.34	0.0%	COM	701094104
IYW	ISHARES TR	1,609	$244K	0.0%	$151.62	—	U.S. TECH ETF	464287721
GM	GENERAL MTRS CO	5,394	$242K	0.0%	$38.65	+18.2%	COM	37045V100
PNC	PNC FINL SVCS GROUP INC	1,265	$234K	0.0%	$167.50	0.0%	COM	693475105
CRWD	CROWDSTRIKE HLDGS INC	833	$234K	0.0%	$317.21	-10.4%	CL A	22788C105
JCI	JOHNSON CTLS INTL PLC	3,010	$234K	0.0%	$68.96	0.0%	SHS	G51502105
AJG	GALLAGHER ARTHUR J & CO	830	$234K	0.0%	$245.53	+13.5%	COM	363576109
BA	BOEING CO	1,511	$230K	0.0%	$204.16	-16.0%	COM	097023105
MLM	MARTIN MARIETTA MATLS INC	425	$229K	0.0%	$449.94	+19.2%	COM	573284106
SPG	SIMON PPTY GROUP INC NEW	1,352	$229K	0.0%	$135.73	+8.7%	COM	828806109
EFG	ISHARES TR	2,089	$225K	0.0%	$107.65	—	EAFE GRWTH ETF	464288885
MSI	MOTOROLA SOLUTIONS INC	496	$223K	0.0%	$410.72	0.0%	COM NEW	620076307
ABOS	ACUMEN PHARMACEUTICALS INC	89,699	$222K	0.0%	$4.79	-43.3%	COM	00509G209
EQT	EQT CORP	6,035	$221K	0.0%	$33.40	0.0%	COM	26884L109
VMC	VULCAN MATLS CO	874	$219K	0.0%	$243.45	+1.0%	COM	929160109
IWD	ISHARES TR	1,143	$217K	0.0%	$189.80	—	RUS 1000 VAL ETF	464287598
CMI	CUMMINS INC	669	$217K	0.0%	$287.98	0.0%	COM	231021106
WELL	WELLTOWER INC	1,690	$216K	0.0%	$113.83	0.0%	COM	95040Q104
SNPS	SYNOPSYS INC	427	$216K	0.0%	$512.46	+4.7%	COM	871607107
DHI	D R HORTON INC	1,133	$216K	0.0%	$173.17	0.0%	COM	23331A109
DYNF	BLACKROCK ETF TRUST	4,366	$216K	0.0%	$49.47	—	US EQT FACTOR	09290C103
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	582	$216K	0.0%	$335.88	0.0%	CL A	989207105
CF	CF INDS HLDGS INC	2,508	$215K	0.0%	$74.85	0.0%	COM	125269100
—	ENSTAR GROUP LIMITED	669	$215K	0.0%	$305.70	—	SHS	G3075P101
FNDX	SCHWAB STRATEGIC TR	2,998	$215K	0.0%	$66.98	—	FUNDAMENTAL US L	808524771
—	GLOBALSTAR INC	171,687	$213K	0.0%	$1.33	—	COM	378973408
VOO	VANGUARD INDEX FDS	402	$212K	0.0%	$527.67	—	S&P 500 ETF SHS	922908363
PSX	PHILLIPS 66	1,613	$212K	0.0%	$134.79	-4.7%	COM	718546104
ECL	ECOLAB INC	829	$212K	0.0%	$227.14	+6.1%	COM	278865100
ADSK	AUTODESK INC	766	$211K	0.0%	$251.72	0.0%	COM	052769106
COF	CAPITAL ONE FINL CORP	1,374	$206K	0.0%	$139.87	0.0%	COM	14040H105
MAR	MARRIOTT INTL INC NEW	821	$204K	0.0%	$229.79	0.0%	CL A	571903202
MCO	MOODYS CORP	429	$204K	0.0%	$458.71	0.0%	COM	615369105
CPAY	CORPAY INC	647	$202K	0.0%	$293.70	0.0%	COM SHS	219948106
AME	AMETEK INC	1,178	$202K	0.0%	$165.34	0.0%	COM	031100100
EFV	ISHARES TR	3,502	$201K	0.0%	$57.53	—	EAFE VALUE ETF	464288877
GLW	CORNING INC	4,444	$201K	0.0%	$40.86	0.0%	COM	219350105
RCL	ROYAL CARIBBEAN GROUP	1,128	$200K	0.0%	$159.29	0.0%	COM	V7780T103
SNAP	SNAP INC	15,775	$169K	0.0%	$11.41	0.0%	CL A	83304A106
DMAC	DIAMEDICA THERAPEUTICS INC	38,457	$161K	0.0%	$1.81	+104.4%	COM NEW	25253X207
F	FORD MTR CO	11,746	$124K	0.0%	$10.45	-0.1%	COM	345370860