Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	162,914	$95.9M	18.0%	$447.76	—	CORE S&P500 ETF	464287200
IEFA	ISHARES TR	496,671	$34.91M	6.6%	$64.97	—	CORE MSCI EAFE	46432F842
IJR	ISHARES TR	251,830	$29.02M	5.5%	$102.12	—	CORE S&P SCP ETF	464287804
IJH	ISHARES TR	410,781	$25.6M	4.8%	$87.32	—	CORE S&P MCP ETF	464287507
AAPL	APPLE INC	98,992	$24.79M	4.7%	$160.62	+46.0%	COM	037833100
AGG	ISHARES TR	189,144	$18.33M	3.4%	$97.51	—	CORE US AGGBD ET	464287226
MSFT	MICROSOFT CORP	40,845	$17.22M	3.2%	$297.24	+42.1%	COM	594918104
NVDA	NVIDIA CORPORATION	116,761	$15.68M	2.9%	$97.24	+41.7%	COM	67066G104
SPY	SPDR S&P 500 ETF TR	19,458	$11.4M	2.1%	$436.49	—	TR UNIT	78462F103
IEMG	ISHARES INC	211,562	$11.05M	2.1%	$48.88	—	CORE MSCI EMKT	46434G103
MUB	ISHARES TR	96,021	$10.23M	1.9%	$106.01	—	NATIONAL MUN ETF	464288414
AMZN	AMAZON COM INC	45,154	$9.906M	1.9%	$122.51	+67.0%	COM	023135106
HTRB	HARTFORD FDS EXCHANGE TRADED	271,628	$9.053M	1.7%	$33.33	—	TOTAL RTRN ETF	41653L305
UFPT	UFP TECHNOLOGIES INC	26,456	$6.469M	1.2%	$171.77	+69.4%	COM	902673102
GOOG	ALPHABET INC	32,026	$6.099M	1.1%	$105.76	+66.1%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	29,145	$5.517M	1.0%	$113.17	+53.9%	CAP STK CL A	02079K305
PG	PROCTER AND GAMBLE CO	31,715	$5.317M	1.0%	$150.04	+10.5%	COM	742718109
AVGO	BROADCOM INC	21,293	$4.937M	0.9%	$151.02	+21.1%	COM	11135F101
META	META PLATFORMS INC	8,400	$4.918M	0.9%	$249.34	+134.5%	CL A	30303M102
JPM	JPMORGAN CHASE & CO.	19,271	$4.619M	0.9%	$138.72	+64.4%	COM	46625H100
BRK/B	BERKSHIRE HATHAWAY INC DEL	9,579	$4.342M	0.8%	$316.23	+46.0%	CL B NEW	084670702
TSLA	TESLA INC	10,270	$4.147M	0.8%	$218.07	+47.5%	COM	88160R101
JNJ	JOHNSON & JOHNSON	28,541	$4.128M	0.8%	$150.68	-0.7%	COM	478160104
LLY	ELI LILLY & CO	4,931	$3.807M	0.7%	$424.47	+93.5%	COM	532457108
KMB	KIMBERLY-CLARK CORP	28,407	$3.722M	0.7%	$113.01	+15.1%	COM	494368103
SMMD	ISHARES TR	50,167	$3.411M	0.6%	$63.72	—	RUSEL 2500 ETF	46435G268
XOM	EXXON MOBIL CORP	29,206	$3.142M	0.6%	$99.43	+13.0%	COM	30231G102
EFA	ISHARES TR	40,381	$3.053M	0.6%	$68.10	—	MSCI EAFE ETF	464287465
VTI	VANGUARD INDEX FDS	9,958	$2.886M	0.5%	$265.34	—	TOTAL STK MKT	922908769
IWR	ISHARES TR	31,972	$2.826M	0.5%	$75.51	—	RUS MID CAP ETF	464287499
V	VISA INC	8,703	$2.75M	0.5%	$220.29	+35.4%	COM CL A	92826C839
ABBV	ABBVIE INC	12,832	$2.28M	0.4%	$140.94	+25.9%	COM	00287Y109
UNH	UNITEDHEALTH GROUP INC	4,479	$2.266M	0.4%	$491.64	+12.5%	COM	91324P102
WMT	WALMART INC	23,395	$2.114M	0.4%	$54.00	+58.9%	COM	931142103
COST	COSTCO WHSL CORP NEW	2,144	$1.964M	0.4%	$540.14	+70.8%	COM	22160K105
ORI	OLD REP INTL CORP	50,541	$1.829M	0.3%	$26.01	+21.0%	COM	680223104
CRM	SALESFORCE INC	5,219	$1.745M	0.3%	$184.79	+71.4%	COM	79466L302
HD	HOME DEPOT INC	4,483	$1.744M	0.3%	$297.24	+33.7%	COM	437076102
MA	MASTERCARD INCORPORATED	3,268	$1.721M	0.3%	$368.24	+39.8%	CL A	57636Q104
PM	PHILIP MORRIS INTL INC	14,166	$1.705M	0.3%	$83.99	+43.6%	COM	718172109
CAT	CATERPILLAR INC	4,664	$1.692M	0.3%	$220.92	+72.8%	COM	149123101
MRK	MERCK & CO INC	16,528	$1.644M	0.3%	$96.83	+1.9%	COM	58933Y105
NFLX	NETFLIX INC	1,834	$1.635M	0.3%	$40.35	+104.0%	COM	64110L106
QCOM	QUALCOMM INC	10,635	$1.634M	0.3%	$120.16	+32.8%	COM	747525103
ACWX	ISHARES TR	31,000	$1.617M	0.3%	$53.57	—	MSCI ACWI EX US	464288240
SUB	ISHARES TR	13,322	$1.405M	0.3%	$104.51	—	SHRT NAT MUN ETF	464288158
ETN	EATON CORP PLC	4,232	$1.404M	0.3%	$168.38	+106.2%	SHS	G29183103
BAC	BANK AMERICA CORP	31,803	$1.398M	0.3%	$32.31	+32.6%	COM	060505104
KO	COCA COLA CO	21,626	$1.346M	0.3%	$56.11	+12.4%	COM	191216100
IWV	ISHARES TR	3,985	$1.332M	0.3%	$334.25	—	RUSSELL 3000 ETF	464287689
TXN	TEXAS INSTRS INC	6,963	$1.306M	0.2%	$168.20	+14.8%	COM	882508104
VIG	VANGUARD SPECIALIZED FUNDS	6,626	$1.298M	0.2%	$182.55	—	DIV APP ETF	921908844
RTX	RTX CORPORATION	11,120	$1.287M	0.2%	$87.72	+34.8%	COM	75513E101
CSCO	CISCO SYS INC	21,309	$1.261M	0.2%	$44.17	+25.4%	COM	17275R102
NOW	SERVICENOW INC	1,161	$1.231M	0.2%	$91.82	+120.6%	COM	81762P102
IWM	ISHARES TR	5,247	$1.159M	0.2%	$190.69	—	RUSSELL 2000 ETF	464287655
CVX	CHEVRON CORP NEW	7,758	$1.124M	0.2%	$149.20	-2.5%	COM	166764100
PGR	PROGRESSIVE CORP	4,675	$1.12M	0.2%	$120.47	+92.6%	COM	743315103
JEF	JEFFERIES FINL GROUP INC	14,102	$1.106M	0.2%	$31.39	+120.9%	COM	47233W109
ORCL	ORACLE CORP	6,624	$1.104M	0.2%	$94.82	+85.4%	COM	68389X105
IBM	INTERNATIONAL BUSINESS MACHS	4,818	$1.059M	0.2%	$144.38	+49.8%	COM	459200101
MCD	MCDONALDS CORP	3,548	$1.029M	0.2%	$255.37	+13.6%	COM	580135101
LOW	LOWES COS INC	4,058	$1.002M	0.2%	$194.79	+34.3%	COM	548661107
ISRG	INTUITIVE SURGICAL INC	1,916	$1M	0.2%	$290.30	+79.4%	COM NEW	46120E602
BND	VANGUARD BD INDEX FDS	13,585	$977K	0.2%	$72.03	—	TOTAL BND MRKT	921937835
VT	VANGUARD INTL EQUITY INDEX F	8,226	$966K	0.2%	$86.57	—	TT WRLD ST ETF	922042742
TMO	THERMO FISHER SCIENTIFIC INC	1,850	$962K	0.2%	$531.22	+3.1%	COM	883556102
ACN	ACCENTURE PLC IRELAND	2,660	$936K	0.2%	$285.40	+24.3%	SHS CLASS A	G1151C101
GE	GE AEROSPACE	5,523	$921K	0.2%	$67.76	+161.5%	COM NEW	369604301
SCHW	SCHWAB CHARLES CORP	12,268	$908K	0.2%	$64.05	+15.2%	COM	808513105
VWO	VANGUARD INTL EQUITY INDEX F	20,438	$900K	0.2%	$39.66	—	FTSE EMR MKT ETF	922042858
ABT	ABBOTT LABS	7,936	$898K	0.2%	$100.61	+12.6%	COM	002824100
BLK	BLACKROCK INC	833	$854K	0.2%	$991.05	0.0%	COM	09290D101
IVE	ISHARES TR	4,466	$852K	0.2%	$147.52	—	S&P 500 VAL ETF	464287408
DHR	DANAHER CORPORATION	3,707	$851K	0.2%	$227.81	+7.1%	COM	235851102
GS	GOLDMAN SACHS GROUP INC	1,482	$849K	0.2%	$353.79	+54.0%	COM	38141G104
MS	MORGAN STANLEY	6,735	$847K	0.2%	$81.04	+47.5%	COM NEW	617446448
VEA	VANGUARD TAX-MANAGED FDS	17,627	$843K	0.2%	$42.69	—	VAN FTSE DEV MKT	921943858
CEG	CONSTELLATION ENERGY CORP	3,755	$840K	0.2%	$96.16	+157.7%	COM	21037T109
BKNG	BOOKING HOLDINGS INC	168	$835K	0.2%	$2296.33	+107.5%	COM	09857L108
NEE	NEXTERA ENERGY INC	11,606	$832K	0.2%	$69.47	+8.0%	COM	65339F101
AMAT	APPLIED MATLS INC	5,100	$829K	0.2%	$111.27	+61.0%	COM	038222105
LIN	LINDE PLC	1,981	$829K	0.2%	$364.35	+23.2%	SHS	G54950103
UNP	UNION PAC CORP	3,618	$825K	0.2%	$204.92	+12.3%	COM	907818108
TT	TRANE TECHNOLOGIES PLC	2,229	$823K	0.2%	$182.90	+115.2%	SHS	G8994E103
PEP	PEPSICO INC	5,301	$806K	0.2%	$161.87	-3.3%	COM	713448108
ADBE	ADOBE INC	1,765	$785K	0.1%	$409.21	+21.0%	COM	00724F101
RLY	SSGA ACTIVE ETF TR	29,017	$784K	0.1%	$27.71	—	MULT ASS RLRTN	78467V103
AMD	ADVANCED MICRO DEVICES INC	6,358	$768K	0.1%	$94.16	+52.8%	COM	007903107
WFC	WELLS FARGO CO NEW	10,901	$766K	0.1%	$42.25	+57.8%	COM	949746101
HON	HONEYWELL INTL INC	3,326	$751K	0.1%	$178.11	+14.3%	COM	438516106
AXP	AMERICAN EXPRESS CO	2,527	$750K	0.1%	$173.89	+63.1%	COM	025816109
IVW	ISHARES TR	7,330	$744K	0.1%	$77.01	—	S&P 500 GRWT ETF	464287309
TJX	TJX COS INC NEW	6,024	$728K	0.1%	$76.95	+53.0%	COM	872540109
T	AT&T INC	31,335	$713K	0.1%	$16.15	+33.2%	COM	00206R102
AMP	AMERIPRISE FINL INC	1,340	$713K	0.1%	$302.48	+74.0%	COM	03076C106
ILCG	ISHARES TR	7,850	$703K	0.1%	$81.41	—	MORNINGSTAR GRWT	464287119
NOC	NORTHROP GRUMMAN CORP	1,467	$688K	0.1%	$447.13	+10.3%	COM	666807102
VB	VANGUARD INDEX FDS	2,864	$688K	0.1%	$189.59	—	SMALL CP ETF	922908751
VZ	VERIZON COMMUNICATIONS INC	17,181	$687K	0.1%	$31.71	+24.2%	COM	92343V104
TMUS	T-MOBILE US INC	3,099	$684K	0.1%	$141.17	+58.3%	COM	872590104
CMCSA	COMCAST CORP NEW	17,891	$671K	0.1%	$32.98	+21.2%	CL A	20030N101
WAB	WABTEC	3,472	$658K	0.1%	$98.71	+95.0%	COM	929740108
INTU	INTUIT	1,044	$656K	0.1%	$452.93	+40.1%	COM	461202103
IWY	ISHARES TR	2,768	$651K	0.1%	$202.00	—	RUS TP200 GR ETF	464289438
DE	DEERE & CO	1,505	$638K	0.1%	$384.77	+7.6%	COM	244199105
BSX	BOSTON SCIENTIFIC CORP	7,127	$637K	0.1%	$50.17	+75.5%	COM	101137107
DIS	DISNEY WALT CO	5,708	$636K	0.1%	$90.11	+14.9%	COM	254687106
HWM	HOWMET AEROSPACE INC	5,802	$635K	0.1%	$38.45	+184.0%	COM	443201108
SPGI	S&P GLOBAL INC	1,273	$634K	0.1%	$371.45	+35.4%	COM	78409V104
CGGO	CAPITAL GROUP GBL GROWTH EQT	21,532	$629K	0.1%	$26.05	—	SHS CREATION UNI	14020X104
ADP	AUTOMATIC DATA PROCESSING IN	2,128	$623K	0.1%	$228.24	+26.1%	COM	053015103
SCHX	SCHWAB STRATEGIC TR	26,790	$621K	0.1%	$32.39	—	US LRG CAP ETF	808524201
TAXX	BONDBLOXX ETF TRUST	12,176	$613K	0.1%	$50.79	—	IR M TAXAWARE	09789C721
APD	AIR PRODS & CHEMS INC	2,088	$606K	0.1%	$262.79	+15.7%	COM	009158106
AMGN	AMGEN INC	2,308	$602K	0.1%	$242.54	+17.9%	COM	031162100
MO	ALTRIA GROUP INC	11,484	$600K	0.1%	$36.01	+35.6%	COM	02209S103
MPC	MARATHON PETE CORP	4,276	$597K	0.1%	$119.69	+24.4%	COM	56585A102
FISV	FISERV INC	2,898	$595K	0.1%	$118.57	+72.2%	COM	337738108
SPYM	SPDR SER TR	8,633	$595K	0.1%	$67.51	—	PORTFOLIO S&P500	78464A854
ORLY	OREILLY AUTOMOTIVE INC	501	$594K	0.1%	$56.28	+43.3%	COM	67103H107
DVY	ISHARES TR	4,469	$587K	0.1%	$113.95	—	SELECT DIVID ETF	464287168
CSX	CSX CORP	17,561	$567K	0.1%	$31.34	+7.5%	COM	126408103
CTAS	CINTAS CORP	3,058	$559K	0.1%	$172.15	+21.0%	COM	172908105
MDLZ	MONDELEZ INTL INC	9,297	$555K	0.1%	$60.28	+5.5%	CL A	609207105
WMB	WILLIAMS COS INC	10,100	$547K	0.1%	$28.67	+80.4%	COM	969457100
COP	CONOCOPHILLIPS	5,511	$547K	0.1%	$106.52	-4.0%	COM	20825C104
DUK	DUKE ENERGY CORP NEW	5,002	$539K	0.1%	$89.33	+21.8%	COM NEW	26441C204
VOO	VANGUARD INDEX FDS	996	$537K	0.1%	$534.31	—	S&P 500 ETF SHS	922908363
INTC	INTEL CORP	26,171	$525K	0.1%	$27.44	-17.9%	COM	458140100
SYK	STRYKER CORPORATION	1,450	$522K	0.1%	$279.90	+30.9%	COM	863667101
CB	CHUBB LIMITED	1,878	$519K	0.1%	$207.79	+35.4%	COM	H1467J104
MCK	MCKESSON CORP	910	$519K	0.1%	$392.86	+41.8%	COM	58155Q103
INCY	INCYTE CORP	7,493	$518K	0.1%	$57.03	+24.9%	COM	45337C102
QQQ	INVESCO QQQ TR	1,009	$516K	0.1%	$454.57	—	UNIT SER 1	46090E103
NSC	NORFOLK SOUTHN CORP	2,124	$499K	0.1%	$213.03	+16.6%	COM	655844108
ADI	ANALOG DEVICES INC	2,307	$490K	0.1%	$176.96	+22.5%	COM	032654105
IR	INGERSOLL RAND INC	5,414	$490K	0.1%	$54.56	+82.3%	COM	45687V106
SBUX	STARBUCKS CORP	5,292	$483K	0.1%	$93.67	+0.3%	COM	855244109
ITW	ILLINOIS TOOL WKS INC	1,903	$483K	0.1%	$208.40	+23.5%	COM	452308109
UBER	UBER TECHNOLOGIES INC	7,887	$476K	0.1%	$59.12	+20.8%	COM	90353T100
KLAC	KLA CORP	755	$476K	0.1%	$457.97	+46.1%	COM NEW	482480100
GEV	GE VERNOVA INC	1,444	$475K	0.1%	$164.69	+89.4%	COM	36828A101
EMXC	ISHARES INC	8,475	$470K	0.1%	$57.97	—	MSCI EMRG CHN	46434G764
FTNT	FORTINET INC	4,949	$468K	0.1%	$60.19	+47.8%	COM	34959E109
PFE	PFIZER INC	17,516	$465K	0.1%	$32.87	-23.6%	COM	717081103
PRF	INVESCO EXCHANGE TRADED FD T	11,462	$462K	0.1%	$38.11	—	FTSE RAFI 1000	46137V613
IWN	ISHARES TR	2,806	$461K	0.1%	$138.22	—	RUS 2000 VAL ETF	464287630
JNK	SPDR SER TR	4,798	$458K	0.1%	$91.45	—	BLOOMBERG HIGH Y	78468R622
LMT	LOCKHEED MARTIN CORP	933	$453K	0.1%	$435.47	+21.1%	COM	539830109
VRTX	VERTEX PHARMACEUTICALS INC	1,125	$453K	0.1%	$327.43	+41.6%	COM	92532F100
DGRO	ISHARES TR	7,382	$453K	0.1%	$57.61	—	CORE DIV GRWTH	46434V621
EQIX	EQUINIX INC	477	$450K	0.1%	$693.84	+29.4%	COM	29444U700
MU	MICRON TECHNOLOGY INC	5,328	$448K	0.1%	$72.46	+39.7%	COM	595112103
AIG	AMERICAN INTL GROUP INC	6,146	$447K	0.1%	$57.33	+27.8%	COM NEW	026874784
BMY	BRISTOL-MYERS SQUIBB CO	7,709	$436K	0.1%	$56.79	-7.4%	COM	110122108
AON	AON PLC	1,170	$420K	0.1%	$299.26	+22.1%	SHS CL A	G0403H108
OKE	ONEOK INC NEW	4,183	$420K	0.1%	$74.67	+29.7%	COM	682680103
PLTR	PALANTIR TECHNOLOGIES INC	5,547	$420K	0.1%	$58.25	0.0%	CL A	69608A108
D	DOMINION ENERGY INC	7,691	$414K	0.1%	$50.23	+7.6%	COM	25746U109
WM	WASTE MGMT INC DEL	2,039	$411K	0.1%	$161.21	+31.0%	COM	94106L109
—	HESS CORP	3,078	$409K	0.1%	$142.74	—	COM	42809H107
MDY	SPDR S&P MIDCAP 400 ETF TR	716	$408K	0.1%	$532.78	—	UTSER1 S&PDCRP	78467Y107
CMG	CHIPOTLE MEXICAN GRILL INC	6,755	$407K	0.1%	$60.94	-1.1%	COM	169656105
IOO	ISHARES TR	4,042	$407K	0.1%	$96.58	—	GLOBAL 100 ETF	464287572
PAYX	PAYCHEX INC	2,883	$404K	0.1%	$104.31	+31.6%	COM	704326107
VTV	VANGUARD INDEX FDS	2,366	$401K	0.1%	$157.25	—	VALUE ETF	922908744
ANET	ARISTA NETWORKS INC	3,579	$396K	0.1%	$102.84	0.0%	COM SHS	040413205
CME	CME GROUP INC	1,653	$384K	0.1%	$159.23	+38.0%	COM	12572Q105
ZTS	ZOETIS INC	2,334	$380K	0.1%	$154.20	+14.4%	CL A	98978V103
PANW	PALO ALTO NETWORKS INC	2,073	$377K	0.1%	$172.32	+9.6%	COM	697435105
C	CITIGROUP INC	5,306	$373K	0.1%	$45.70	+43.1%	COM NEW	172967424
MDT	MEDTRONIC PLC	4,664	$373K	0.1%	$77.03	+8.8%	SHS	G5960L103
EEM	ISHARES TR	8,881	$371K	0.1%	$38.32	—	MSCI EMG MKT ETF	464287234
FIS	FIDELITY NATL INFORMATION SV	4,531	$366K	0.1%	$58.11	+44.4%	COM	31620M106
MRSH	MARSH & MCLENNAN COS INC	1,722	$366K	0.1%	$179.04	+21.6%	COM	571748102
VST	VISTRA CORP	2,623	$362K	0.1%	$87.91	+56.8%	COM	92840M102
EXC	EXELON CORP	9,531	$359K	0.1%	$35.44	+5.1%	COM	30161N101
USB	US BANCORP DEL	7,483	$358K	0.1%	$30.79	+51.4%	COM NEW	902973304
—	GLOBALSTAR INC	171,687	$355K	0.1%	$1.33	—	COM	378973408
CRWD	CROWDSTRIKE HLDGS INC	1,037	$355K	0.1%	$320.22	+3.8%	CL A	22788C105
MET	METLIFE INC	4,293	$352K	0.1%	$64.42	+25.2%	COM	59156R108
PWR	QUANTA SVCS INC	1,108	$350K	0.1%	$175.13	+83.4%	COM	74762E102
VTEB	VANGUARD MUN BD FDS	6,980	$350K	0.1%	$50.13	—	TAX EXEMPT BD	922907746
UPS	UNITED PARCEL SERVICE INC	2,771	$349K	0.1%	$151.97	-19.5%	CL B	911312106
GILD	GILEAD SCIENCES INC	3,771	$348K	0.1%	$70.60	+23.2%	COM	375558103
APH	AMPHENOL CORP NEW	4,994	$347K	0.1%	$58.19	+19.2%	CL A	032095101
SYY	SYSCO CORP	4,519	$346K	0.1%	$73.46	+0.7%	COM	871829107
BX	BLACKSTONE INC	1,994	$344K	0.1%	$139.72	+20.8%	COM	09260D107
CDNS	CADENCE DESIGN SYSTEM INC	1,144	$344K	0.1%	$243.46	+19.4%	COM	127387108
BN	BROOKFIELD CORP	5,969	$343K	0.1%	$22.84	+63.8%	CL A LTD VT SH	11271J107
LHX	L3HARRIS TECHNOLOGIES INC	1,608	$338K	0.1%	$187.98	+24.8%	COM	502431109
TEL	TE CONNECTIVITY PLC	2,360	$337K	0.1%	$146.90	-0.1%	ORD SHS	G87052109
EMR	EMERSON ELEC CO	2,719	$337K	0.1%	$93.44	+27.4%	COM	291011104
HIG	HARTFORD FINL SVCS GROUP INC	3,079	$337K	0.1%	$73.68	+54.3%	COM	416515104
GHYB	GOLDMAN SACHS ETF TR	7,538	$335K	0.1%	$41.98	—	ACCESS HIG YLD	381430453
PLD	PROLOGIS INC.	3,144	$332K	0.1%	$105.92	+4.0%	COM	74340W103
FAST	FASTENAL CO	4,586	$330K	0.1%	$24.33	+56.8%	COM	311900104
ICE	INTERCONTINENTAL EXCHANGE IN	2,180	$325K	0.1%	$114.20	+36.8%	COM	45866F104
AMT	AMERICAN TOWER CORP NEW	1,766	$324K	0.1%	$177.54	+11.7%	COM	03027X100
LRCX	LAM RESEARCH CORP	4,423	$319K	0.1%	$74.98	0.0%	COM NEW	512807306
BA	BOEING CO	1,794	$318K	0.1%	$196.71	-20.2%	COM	097023105
QUAL	ISHARES TR	1,746	$311K	0.1%	$179.05	—	MSCI USA QLT FCT	46432F339
BDX	BECTON DICKINSON & CO	1,370	$311K	0.1%	$231.43	-2.7%	COM	075887109
SPDW	SPDR INDEX SHS FDS	9,078	$310K	0.1%	$34.13	—	PORTFOLIO DEVLPD	78463X889
PYPL	PAYPAL HLDGS INC	3,618	$309K	0.1%	$68.15	+23.1%	COM	70450Y103
MMM	3M CO	2,361	$305K	0.1%	$121.23	+5.9%	COM	88579Y101
GM	GENERAL MTRS CO	5,671	$302K	0.1%	$39.29	+31.7%	COM	37045V100
ROP	ROPER TECHNOLOGIES INC	578	$300K	0.1%	$465.67	+16.9%	COM	776696106
ELV	ELEVANCE HEALTH INC	814	$300K	0.1%	$478.57	-14.5%	COM	036752103
EQT	EQT CORP	6,449	$297K	0.1%	$33.86	+20.1%	COM	26884L109
TFC	TRUIST FINL CORP	6,846	$297K	0.1%	$35.17	+20.3%	COM	89832Q109
CINF	CINCINNATI FINL CORP	2,042	$293K	0.1%	$103.58	+37.1%	COM	172062101
FDL	FIRST TR MORNINGSTAR DIVID L	7,159	$288K	0.1%	$37.93	—	SHS	336917109
VLO	VALERO ENERGY CORP	2,304	$282K	0.1%	$117.82	+9.6%	COM	91913Y100
SHW	SHERWIN WILLIAMS CO	827	$281K	0.1%	$276.58	+33.6%	COM	824348106
NKE	NIKE INC	3,665	$277K	0.1%	$95.87	-20.2%	CL B	654106103
TRV	TRAVELERS COMPANIES INC	1,149	$277K	0.1%	$208.05	+17.7%	COM	89417E109
CI	THE CIGNA GROUP	1,002	$277K	0.1%	$286.57	+8.7%	COM	125523100
CL	COLGATE PALMOLIVE CO	3,019	$274K	0.1%	$75.70	+23.0%	COM	194162103
SO	SOUTHERN CO	3,313	$273K	0.1%	$73.67	+14.7%	COM	842587107
FCX	FREEPORT-MCMORAN INC	7,150	$272K	0.1%	$40.48	+8.8%	CL B	35671D857
FDX	FEDEX CORP	964	$271K	0.1%	$245.33	+10.8%	COM	31428X106
HUBB	HUBBELL INC	638	$267K	0.1%	$277.21	+58.6%	COM	443510607
SLV	ISHARES SILVER TR	10,000	$263K	0.0%	$25.85	—	ISHARES	46428Q109
PH	PARKER-HANNIFIN CORP	409	$260K	0.0%	$564.98	+16.0%	COM	701094104
RCL	ROYAL CARIBBEAN GROUP	1,127	$260K	0.0%	$159.29	+37.0%	COM	V7780T103
—	DISCOVER FINL SVCS	1,481	$257K	0.0%	$173.23	—	COM	254709108
CCI	CROWN CASTLE INC	2,826	$256K	0.0%	$113.84	-13.8%	COM	22822V101
PNC	PNC FINL SVCS GROUP INC	1,329	$256K	0.0%	$168.55	+12.3%	COM	693475105
IYW	ISHARES TR	1,602	$256K	0.0%	$151.62	—	U.S. TECH ETF	464287721
COF	CAPITAL ONE FINL CORP	1,428	$255K	0.0%	$141.03	+21.0%	COM	14040H105
CARR	CARRIER GLOBAL CORPORATION	3,698	$252K	0.0%	$61.24	+21.5%	COM	14448C104
HCA	HCA HEALTHCARE INC	836	$251K	0.0%	$276.98	+25.0%	COM	40412C101
MSI	MOTOROLA SOLUTIONS INC	541	$250K	0.0%	$415.52	+12.7%	COM NEW	620076307
JCI	JOHNSON CTLS INTL PLC	3,154	$249K	0.0%	$69.43	+14.1%	SHS	G51502105
AJG	GALLAGHER ARTHUR J & CO	875	$248K	0.0%	$247.72	+16.3%	COM	363576109
SPG	SIMON PPTY GROUP INC NEW	1,442	$248K	0.0%	$137.60	+20.4%	COM	828806109
ADSK	AUTODESK INC	827	$244K	0.0%	$254.95	+15.9%	COM	052769106
AFL	AFLAC INC	2,356	$244K	0.0%	$98.90	+7.6%	COM	001055102
MAR	MARRIOTT INTL INC NEW	870	$243K	0.0%	$232.14	+17.0%	CL A	571903202
CMI	CUMMINS INC	689	$240K	0.0%	$289.59	+18.6%	COM	231021106
EOG	EOG RES INC	1,900	$233K	0.0%	$117.87	+4.6%	COM	26875P101
HUBS	HUBSPOT INC	334	$233K	0.0%	$404.44	+59.0%	COM	443573100
VOYA	VOYA FINANCIAL INC	3,356	$231K	0.0%	$61.37	+23.6%	COM	929089100
AIZ	ASSURANT INC	1,080	$230K	0.0%	$133.36	+53.2%	COM	04621X108
REGN	REGENERON PHARMACEUTICALS	323	$230K	0.0%	$798.89	+4.5%	COM	75886F107
DYNF	BLACKROCK ETF TRUST	4,470	$229K	0.0%	$49.51	—	ISHARES US EQUIT	09290C103
SYF	SYNCHRONY FINANCIAL	3,497	$227K	0.0%	$60.06	0.0%	COM	87165B103
SNPS	SYNOPSYS INC	467	$227K	0.0%	$513.33	+1.8%	COM	871607107
HLT	HILTON WORLDWIDE HLDGS INC	908	$224K	0.0%	$244.13	0.0%	COM	43300A203
WELL	WELLTOWER INC	1,777	$224K	0.0%	$114.56	+12.3%	COM	95040Q104
VMC	VULCAN MATLS CO	869	$224K	0.0%	$243.45	+9.6%	COM	929160109
EFV	ISHARES TR	4,153	$218K	0.0%	$56.74	—	EAFE VALUE ETF	464288877
—	ENSTAR GROUP LIMITED	669	$215K	0.0%	$305.70	—	SHS	G3075P101
AME	AMETEK INC	1,189	$214K	0.0%	$165.34	+9.3%	COM	031100100
ES	EVERSOURCE ENERGY	3,731	$214K	0.0%	$53.48	+10.0%	COM	30040W108
GLW	CORNING INC	4,509	$214K	0.0%	$40.94	+13.2%	COM	219350105
DD	DUPONT DE NEMOURS INC	2,808	$214K	0.0%	$29.94	+13.0%	COM	26614N102
MCO	MOODYS CORP	451	$213K	0.0%	$459.41	+3.0%	COM	615369105
FNDX	SCHWAB STRATEGIC TR	8,994	$213K	0.0%	$38.11	—	FUNDAMENTAL US L	808524771
IWD	ISHARES TR	1,143	$212K	0.0%	$189.80	—	RUS 1000 VAL ETF	464287598
—	ANSYS INC	623	$210K	0.0%	$337.33	—	COM	03662Q105
TSCO	TRACTOR SUPPLY CO	3,957	$210K	0.0%	$53.51	+3.6%	COM	892356106
DMAC	DIAMEDICA THERAPEUTICS INC	38,457	$209K	0.0%	$1.81	+161.1%	COM NEW	25253X207
LEN	LENNAR CORP	1,522	$208K	0.0%	$149.35	+7.0%	CL A	526057104
TGT	TARGET CORP	1,526	$206K	0.0%	$142.02	-3.8%	COM	87612E106
EFG	ISHARES TR	2,123	$206K	0.0%	$107.48	—	EAFE GRWTH ETF	464288885
CF	CF INDS HLDGS INC	2,373	$202K	0.0%	$74.85	+12.5%	COM	125269100
HPE	HEWLETT PACKARD ENTERPRISE C	9,375	$200K	0.0%	$20.44	0.0%	COM	42824C109
SNAP	SNAP INC	15,715	$169K	0.0%	$11.41	-1.2%	CL A	83304A106
ABOS	ACUMEN PHARMACEUTICALS INC	89,699	$154K	0.0%	$4.79	-49.7%	COM	00509G209
F	FORD MTR CO	11,085	$110K	0.0%	$10.45	-5.5%	COM	345370860