Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	181,648	$122M	14.7%	$465.46	—	CORE S&P500 ETF	464287200
STT	STATE STR CORP	1,042,958	$121M	14.6%	$90.57	+21.5%	COM	857477103
IEFA	ISHARES TR	647,676	$56.55M	6.8%	$69.53	—	CORE MSCI EAFE	46432F842
IJR	ISHARES TR	248,691	$29.55M	3.6%	$102.35	—	CORE S&P SCP ETF	464287804
IJH	ISHARES TR	445,011	$29.04M	3.5%	$85.45	—	CORE S&P MCP ETF	464287507
AAPL	APPLE INC	102,392	$26.07M	3.1%	$161.93	+39.3%	COM	037833100
NVDA	NVIDIA CORPORATION	138,019	$25.75M	3.1%	$106.32	+63.9%	COM	67066G104
MSFT	MICROSOFT CORP	45,227	$23.43M	2.8%	$311.72	+63.2%	COM	594918104
AGG	ISHARES TR	226,482	$22.7M	2.7%	$97.82	—	CORE US AGGBD ET	464287226
HTRB	HARTFORD FDS EXCHANGE TRADED	610,053	$20.92M	2.5%	$33.66	—	TOTAL RTRN ETF	41653L305
SPY	SPDR S&P 500 ETF TR	26,972	$17.97M	2.2%	$480.06	—	TR UNIT	78462F103
—	PERFORMANT HEALTHCARE INC	2,176,865	$16.83M	2.0%	$4.00	—	COM	71377E105
IEMG	ISHARES INC	221,613	$14.61M	1.8%	$50.82	—	CORE MSCI EMKT	46434G103
AMZN	AMAZON COM INC	55,020	$12.08M	1.5%	$138.39	+63.6%	COM	023135106
GOOG	ALPHABET INC	34,647	$8.438M	1.0%	$111.35	+88.5%	CAP STK CL C	02079K107
AVGO	BROADCOM INC	24,692	$8.146M	1.0%	$163.54	+87.0%	COM	11135F101
MUB	ISHARES TR	73,916	$7.871M	0.9%	$105.97	—	NATIONAL MUN ETF	464288414
GOOGL	ALPHABET INC	32,339	$7.862M	0.9%	$119.97	+74.4%	CAP STK CL A	02079K305
META	META PLATFORMS INC	9,769	$7.174M	0.9%	$305.03	+143.7%	CL A	30303M102
SMMD	ISHARES TR	95,148	$7.015M	0.8%	$65.30	—	RUSEL 2500 ETF	46435G268
JPM	JPMORGAN CHASE & CO.	20,463	$6.455M	0.8%	$145.67	+103.2%	COM	46625H100
TSLA	TESLA INC	11,934	$5.307M	0.6%	$238.14	+45.6%	COM	88160R101
UFPT	UFP TECHNOLOGIES INC	26,462	$5.282M	0.6%	$171.77	+28.0%	COM	902673102
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,454	$5.256M	0.6%	$330.39	+46.6%	CL B NEW	084670702
EFA	ISHARES TR	53,219	$4.969M	0.6%	$73.30	—	MSCI EAFE ETF	464287465
JNJ	JOHNSON & JOHNSON	21,887	$4.058M	0.5%	$151.11	+12.2%	COM	478160104
PG	PROCTER AND GAMBLE CO	25,975	$3.991M	0.5%	$150.04	+3.2%	COM	742718109
LLY	ELI LILLY & CO	5,166	$3.942M	0.5%	$438.63	+69.2%	COM	532457108
KMB	KIMBERLY-CLARK CORP	28,428	$3.535M	0.4%	$113.01	+12.2%	COM	494368103
VTI	VANGUARD INDEX FDS	10,718	$3.517M	0.4%	$269.99	—	TOTAL STK MKT	922908769
VTEB	VANGUARD MUN BD FDS	67,748	$3.392M	0.4%	$49.48	—	TAX EXEMPT BD	922907746
XOM	EXXON MOBIL CORP	29,477	$3.324M	0.4%	$99.82	+9.9%	COM	30231G102
V	VISA INC	9,426	$3.218M	0.4%	$229.52	+50.4%	COM CL A	92826C839
ABBV	ABBVIE INC	13,448	$3.114M	0.4%	$143.95	+40.3%	COM	00287Y109
NFLX	NETFLIX INC	2,317	$2.778M	0.3%	$54.48	+124.0%	COM	64110L106
WMT	WALMART INC	26,714	$2.753M	0.3%	$59.15	+67.8%	COM	931142103
IWR	ISHARES TR	27,182	$2.624M	0.3%	$76.39	—	RUS MID CAP ETF	464287499
COST	COSTCO WHSL CORP NEW	2,576	$2.384M	0.3%	$614.43	+55.7%	COM	22160K105
PM	PHILIP MORRIS INTL INC	14,663	$2.378M	0.3%	$86.25	+91.5%	COM	718172109
CAT	CATERPILLAR INC	4,691	$2.238M	0.3%	$225.64	+88.5%	COM	149123101
ORCL	ORACLE CORP	7,497	$2.108M	0.3%	$105.79	+140.3%	COM	68389X105
MA	MASTERCARD INCORPORATED	3,700	$2.105M	0.3%	$394.35	+45.4%	CL A	57636Q104
HD	HOME DEPOT INC	4,999	$2.026M	0.2%	$305.71	+27.3%	COM	437076102
ACWX	ISHARES TR	31,000	$2.015M	0.2%	$53.57	—	MSCI ACWI EX US	464288240
GE	GE AEROSPACE	6,251	$1.88M	0.2%	$85.99	+217.1%	COM NEW	369604301
RTX	RTX CORPORATION	11,081	$1.854M	0.2%	$90.20	+71.1%	COM	75513E101
CVX	CHEVRON CORP NEW	11,714	$1.819M	0.2%	$150.17	+1.4%	COM	166764100
BAC	BANK AMERICA CORP	35,013	$1.806M	0.2%	$33.33	+45.0%	COM	060505104
UNH	UNITEDHEALTH GROUP INC	5,181	$1.789M	0.2%	$451.48	-33.8%	COM	91324P102
CGGO	CAPITAL GROUP GBL GROWTH EQT	51,816	$1.771M	0.2%	$29.75	—	SHS CREATION UNI	14020X104
RLY	SSGA ACTIVE ETF TR	54,303	$1.677M	0.2%	$28.88	—	MULT ASS RLRTN	78467V103
QCOM	QUALCOMM INC	9,956	$1.656M	0.2%	$121.89	+29.0%	COM	747525103
CSCO	CISCO SYS INC	24,196	$1.655M	0.2%	$46.20	+45.8%	COM	17275R102
ETN	EATON CORP PLC	4,350	$1.628M	0.2%	$173.77	+109.1%	SHS	G29183103
KO	COCA COLA CO	23,618	$1.566M	0.2%	$57.12	+18.9%	COM	191216100
VWO	VANGUARD INTL EQUITY INDEX F	28,848	$1.563M	0.2%	$42.07	—	FTSE EMR MKT ETF	922042858
IBM	INTERNATIONAL BUSINESS MACHS	5,457	$1.54M	0.2%	$156.06	+66.3%	COM	459200101
AKAM	AKAMAI TECHNOLOGIES INC	20,324	$1.54M	0.2%	$77.68	-0.8%	COM	00971T101
PLTR	PALANTIR TECHNOLOGIES INC	7,927	$1.446M	0.2%	$77.17	+110.0%	CL A	69608A108
VIG	VANGUARD SPECIALIZED FUNDS	6,701	$1.446M	0.2%	$182.68	—	DIV APP ETF	921908844
VEA	VANGUARD TAX-MANAGED FDS	23,303	$1.396M	0.2%	$46.11	—	VAN FTSE DEV MKT	921943858
IWM	ISHARES TR	5,577	$1.349M	0.2%	$193.63	—	RUSSELL 2000 ETF	464287655
CRM	SALESFORCE INC	5,506	$1.305M	0.2%	$190.21	+32.2%	COM	79466L302
SCHW	SCHWAB CHARLES CORP	13,505	$1.289M	0.2%	$66.02	+43.2%	COM	808513105
GS	GOLDMAN SACHS GROUP INC	1,613	$1.285M	0.2%	$374.51	+96.2%	COM	38141G104
CEG	CONSTELLATION ENERGY CORP	3,886	$1.279M	0.2%	$106.62	+202.2%	COM	21037T109
MRK	MERCK & CO INC	15,200	$1.276M	0.2%	$95.12	-14.8%	COM	58933Y105
PGR	PROGRESSIVE CORP	5,089	$1.257M	0.2%	$130.51	+77.5%	COM	743315103
TXN	TEXAS INSTRS INC	6,781	$1.246M	0.2%	$168.70	+14.6%	COM	882508104
JNK	SPDR SERIES TRUST	12,681	$1.243M	0.1%	$95.26	—	BLOOMBERG HIGH Y	78468R622
ABT	ABBOTT LABS	9,145	$1.225M	0.1%	$104.36	+25.2%	COM	002824100
LOW	LOWES COS INC	4,742	$1.192M	0.1%	$199.77	+22.2%	COM	548661107
MS	MORGAN STANLEY	7,491	$1.191M	0.1%	$85.85	+70.6%	COM NEW	617446448
AMD	ADVANCED MICRO DEVICES INC	7,350	$1.189M	0.1%	$98.60	+63.7%	COM	007903107
MCD	MCDONALDS CORP	3,863	$1.174M	0.1%	$258.94	+16.4%	COM	580135101
NOW	SERVICENOW INC	1,270	$1.169M	0.1%	$99.50	+87.7%	COM	81762P102
AMAT	APPLIED MATLS INC	5,614	$1.149M	0.1%	$115.29	+56.8%	COM	038222105
TJX	TJX COS INC NEW	7,667	$1.108M	0.1%	$87.34	+51.5%	COM	872540109
BLK	BLACKROCK INC	939	$1.095M	0.1%	$995.18	+11.4%	COM	09290D101
VT	VANGUARD INTL EQUITY INDEX F	7,908	$1.09M	0.1%	$86.57	—	TT WRLD ST ETF	922042742
HWM	HOWMET AEROSPACE INC	5,513	$1.082M	0.1%	$38.45	+373.7%	COM	443201108
WFC	WELLS FARGO CO NEW	12,607	$1.057M	0.1%	$46.87	+71.7%	COM	949746101
LIN	LINDE PLC	2,222	$1.055M	0.1%	$373.96	+25.8%	SHS	G54950103
BND	VANGUARD BD INDEX FDS	13,735	$1.021M	0.1%	$72.05	—	TOTAL BND MRKT	921937835
IVW	ISHARES TR	8,397	$1.014M	0.1%	$81.69	—	S&P 500 GRWT ETF	464287309
T	AT&T INC	35,888	$1.013M	0.1%	$17.55	+60.0%	COM	00206R102
INTC	INTEL CORP	30,162	$1.012M	0.1%	$26.71	-9.3%	COM	458140100
TT	TRANE TECHNOLOGIES PLC	2,328	$982K	0.1%	$192.16	+122.0%	SHS	G8994E103
ISRG	INTUITIVE SURGICAL INC	2,178	$974K	0.1%	$324.93	+47.7%	COM NEW	46120E602
GEV	GE VERNOVA INC	1,582	$973K	0.1%	$186.72	+224.3%	COM	36828A101
UBER	UBER TECHNOLOGIES INC	9,839	$964K	0.1%	$63.82	+46.5%	COM	90353T100
NOC	NORTHROP GRUMMAN CORP	1,550	$944K	0.1%	$454.30	+24.0%	COM	666807102
JEF	JEFFERIES FINL GROUP INC	14,370	$940K	0.1%	$31.63	+89.4%	COM	47233W109
MU	MICRON TECHNOLOGY INC	5,593	$936K	0.1%	$76.16	+67.8%	COM	595112103
PEP	PEPSICO INC	6,634	$932K	0.1%	$157.63	-10.9%	COM	713448108
VB	VANGUARD INDEX FDS	3,657	$930K	0.1%	$205.13	—	SMALL CP ETF	922908751
BKNG	BOOKING HOLDINGS INC	172	$929K	0.1%	$2345.14	+137.2%	COM	09857L108
AXP	AMERICAN EXPRESS CO	2,792	$927K	0.1%	$185.37	+70.8%	COM	025816109
NEE	NEXTERA ENERGY INC	12,243	$924K	0.1%	$69.68	+3.6%	COM	65339F101
TMO	THERMO FISHER SCIENTIFIC INC	1,842	$893K	0.1%	$527.88	-12.0%	COM	883556102
MO	ALTRIA GROUP INC	13,131	$867K	0.1%	$38.74	+58.5%	COM	02209S103
VZ	VERIZON COMMUNICATIONS INC	19,696	$866K	0.1%	$33.13	+28.2%	COM	92343V104
ORLY	OREILLY AUTOMOTIVE INC	7,992	$862K	0.1%	$89.19	+12.7%	COM	67103H107
KLAC	KLA CORP	789	$851K	0.1%	$466.20	+99.6%	COM NEW	482480100
GLW	CORNING INC	10,239	$840K	0.1%	$45.49	+42.8%	COM	219350105
MPC	MARATHON PETE CORP	4,352	$839K	0.1%	$119.95	+45.4%	COM	56585A102
SCHX	SCHWAB STRATEGIC TR	31,750	$836K	0.1%	$29.01	—	US LRG CAP ETF	808524201
ILCG	ISHARES TR	7,850	$819K	0.1%	$81.41	—	MORNINGSTAR GRWT	464287119
AMGN	AMGEN INC	2,894	$817K	0.1%	$250.80	+14.3%	COM	031162100
INTU	INTUIT	1,174	$802K	0.1%	$472.23	+52.4%	COM	461202103
IWY	ISHARES TR	2,928	$801K	0.1%	$205.15	—	RUS TP200 GR ETF	464289438
BSX	BOSTON SCIENTIFIC CORP	8,173	$798K	0.1%	$57.13	+81.3%	COM	101137107
HON	HONEYWELL INTL INC	3,782	$796K	0.1%	$180.59	+14.7%	COM	438516106
TMUS	T-MOBILE US INC	3,276	$784K	0.1%	$146.08	+64.5%	COM	872590104
IVE	ISHARES TR	3,762	$777K	0.1%	$148.18	—	S&P 500 VAL ETF	464287408
COF	CAPITAL ONE FINL CORP	3,635	$773K	0.1%	$168.54	+29.2%	COM	14040H105
SYK	STRYKER CORPORATION	2,054	$759K	0.1%	$307.34	+25.1%	COM	863667101
MCK	MCKESSON CORP	969	$749K	0.1%	$410.50	+71.3%	COM	58155Q103
ADP	AUTOMATIC DATA PROCESSING IN	2,536	$744K	0.1%	$239.61	+24.3%	COM	053015103
DE	DEERE & CO	1,622	$742K	0.1%	$391.37	+25.1%	COM	244199105
NSC	NORFOLK SOUTHN CORP	2,468	$741K	0.1%	$218.56	+26.3%	COM	655844108
UNP	UNION PAC CORP	3,129	$740K	0.1%	$206.39	+8.1%	COM	907818108
DHR	DANAHER CORPORATION	3,646	$723K	0.1%	$227.39	-12.8%	COM	235851102
WAB	WABTEC	3,582	$718K	0.1%	$100.87	+95.3%	COM	929740108
DIS	DISNEY WALT CO	6,250	$716K	0.1%	$92.13	+27.0%	COM	254687106
CB	CHUBB LIMITED	2,527	$713K	0.1%	$227.41	+21.0%	COM	H1467J104
SPGI	S&P GLOBAL INC	1,461	$711K	0.1%	$388.44	+37.4%	COM	78409V104
APH	AMPHENOL CORP NEW	5,719	$708K	0.1%	$60.28	+81.5%	CL A	032095101
QQQ	INVESCO QQQ TR	1,153	$692K	0.1%	$476.88	—	UNIT SER 1	46090E103
WMB	WILLIAMS COS INC	10,569	$670K	0.1%	$29.93	+93.2%	COM	969457100
DUK	DUKE ENERGY CORP NEW	5,405	$669K	0.1%	$91.30	+31.2%	COM NEW	26441C204
CTAS	CINTAS CORP	3,233	$664K	0.1%	$173.81	+22.4%	COM	172908105
AMP	AMERIPRISE FINL INC	1,339	$658K	0.1%	$302.48	+68.7%	COM	03076C106
VTV	VANGUARD INDEX FDS	3,512	$655K	0.1%	$163.14	—	VALUE ETF	922908744
GD	GENERAL DYNAMICS CORP	1,894	$646K	0.1%	$257.16	+22.0%	COM	369550108
ADBE	ADOBE INC	1,817	$641K	0.1%	$408.10	-12.1%	COM	00724F101
COP	CONOCOPHILLIPS	6,772	$641K	0.1%	$102.42	-8.9%	COM	20825C104
VOO	VANGUARD INDEX FDS	1,035	$634K	0.1%	$532.40	—	S&P 500 ETF SHS	922908363
DVY	ISHARES TR	4,389	$624K	0.1%	$113.95	—	SELECT DIVID ETF	464287168
MDLZ	MONDELEZ INTL INC	9,931	$620K	0.1%	$60.67	+4.5%	CL A	609207105
LRCX	LAM RESEARCH CORP	4,596	$615K	0.1%	$76.45	+38.0%	COM NEW	512807306
ADI	ANALOG DEVICES INC	2,501	$614K	0.1%	$184.43	+29.6%	COM	032654105
CRWD	CROWDSTRIKE HLDGS INC	1,246	$611K	0.1%	$335.28	+35.6%	CL A	22788C105
D	DOMINION ENERGY INC	9,965	$610K	0.1%	$51.45	+13.3%	COM	25746U109
C	CITIGROUP INC	5,993	$608K	0.1%	$50.15	+87.7%	COM NEW	172967424
SGOV	ISHARES TR	6,012	$605K	0.1%	$100.70	—	0-3 MNTH TREASRY	46436E718
CSX	CSX CORP	16,697	$593K	0.1%	$31.34	+8.3%	COM	126408103
ANET	ARISTA NETWORKS INC	4,014	$585K	0.1%	$103.01	+25.0%	COM SHS	040413205
APD	AIR PRODS & CHEMS INC	2,126	$580K	0.1%	$264.50	+7.9%	COM	009158106
TEL	TE CONNECTIVITY PLC	2,629	$577K	0.1%	$149.75	+33.6%	ORD SHS	G87052109
EMXC	ISHARES INC	8,542	$577K	0.1%	$58.40	—	MSCI EMRG CHN	46434G764
EEM	ISHARES TR	10,557	$564K	0.1%	$39.60	—	MSCI EMG MKT ETF	464287234
CMI	CUMMINS INC	1,327	$560K	0.1%	$328.58	+15.9%	COM	231021106
VST	VISTRA CORP	2,798	$548K	0.1%	$92.89	+112.8%	COM	92840M102
ITW	ILLINOIS TOOL WKS INC	2,075	$541K	0.1%	$215.56	+19.4%	COM	452308109
MDT	MEDTRONIC PLC	5,627	$536K	0.1%	$78.51	+16.3%	SHS	G5960L103
ACN	ACCENTURE PLC IRELAND	2,172	$536K	0.1%	$290.46	-10.3%	SHS CLASS A	G1151C101
SUB	ISHARES TR	4,974	$531K	0.1%	$104.51	—	SHRT NAT MUN ETF	464288158
SCHB	SCHWAB STRATEGIC TR	20,466	$526K	0.1%	$21.53	—	US BRD MKT ETF	808524102
GILD	GILEAD SCIENCES INC	4,707	$522K	0.1%	$77.44	+45.0%	COM	375558103
EVTR	MORGAN STANLEY ETF TRUST	10,000	$515K	0.1%	$51.45	—	EATON VANCE TOTA	61774R841
WM	WASTE MGMT INC DEL	2,313	$511K	0.1%	$172.31	+29.8%	COM	94106L109
ICE	INTERCONTINENTAL EXCHANGE IN	3,023	$509K	0.1%	$129.46	+37.3%	COM	45866F104
DGRO	ISHARES TR	7,467	$508K	0.1%	$57.92	—	CORE DIV GRWTH	46434V621
PWR	QUANTA SVCS INC	1,225	$508K	0.1%	$186.36	+108.5%	COM	74762E102
BA	BOEING CO	2,347	$507K	0.1%	$199.95	+12.8%	COM	097023105
ONEQ	FIDELITY COMWLTH TR	5,647	$503K	0.1%	$80.10	—	NASDAQ COMPSIT	315912808
SBUX	STARBUCKS CORP	5,941	$503K	0.1%	$93.87	-5.7%	COM	855244109
AIG	AMERICAN INTL GROUP INC	6,386	$502K	0.1%	$58.25	+35.8%	COM NEW	026874784
PRF	INVESCO EXCHANGE TRADED FD T	11,086	$501K	0.1%	$39.34	—	RAFI US 1000 ETF	46137V613
FAST	FASTENAL CO	10,196	$500K	0.1%	$33.34	+40.8%	COM	311900104
IWN	ISHARES TR	2,806	$496K	0.1%	$138.22	—	RUS 2000 VAL ETF	464287630
VO	VANGUARD INDEX FDS	1,681	$494K	0.1%	$279.83	—	MID CAP ETF	922908629
LMT	LOCKHEED MARTIN CORP	989	$494K	0.1%	$437.66	+2.4%	COM	539830109
LHX	L3HARRIS TECHNOLOGIES INC	1,602	$489K	0.1%	$190.06	+42.8%	COM	502431109
IOO	ISHARES TR	4,042	$485K	0.1%	$96.58	—	GLOBAL 100 ETF	464287572
CME	CME GROUP INC	1,788	$483K	0.1%	$166.04	+62.5%	COM	12572Q105
CDNS	CADENCE DESIGN SYSTEM INC	1,354	$476K	0.1%	$250.98	+37.1%	COM	127387108
PANW	PALO ALTO NETWORKS INC	2,297	$468K	0.1%	$176.65	+8.4%	COM	697435105
PFE	PFIZER INC	17,922	$457K	0.1%	$31.46	-23.3%	COM	717081103
EXC	EXELON CORP	10,051	$452K	0.1%	$35.72	+21.4%	COM	30161N101
IR	INGERSOLL RAND INC	5,466	$452K	0.1%	$55.17	+48.5%	COM	45687V106
AON	AON PLC	1,261	$450K	0.1%	$308.10	+17.3%	SHS CL A	G0403H108
XLG	INVESCO EXCHANGE TRADED FD T	7,693	$443K	0.1%	$50.04	—	S&P 500 TOP 50	46137V233
HIG	HARTFORD INSURANCE GROUP INC	3,285	$438K	0.1%	$76.67	+66.1%	COM	416515104
VRTX	VERTEX PHARMACEUTICALS INC	1,114	$436K	0.1%	$351.46	+18.9%	COM	92532F100
VLO	VALERO ENERGY CORP	2,528	$430K	0.1%	$120.21	+23.0%	COM	91913Y100
SLV	ISHARES SILVER TR	10,000	$424K	0.1%	$25.85	—	ISHARES	46428Q109
FTNT	FORTINET INC	5,023	$422K	0.1%	$62.61	+42.5%	COM	34959E109
PLD	PROLOGIS INC.	3,676	$421K	0.1%	$106.49	+1.7%	COM	74340W103
BX	BLACKSTONE INC	2,457	$420K	0.1%	$140.25	+20.8%	COM	09260D107
MDY	SPDR S&P MIDCAP 400 ETF TR	699	$417K	0.1%	$532.85	—	UTSER1 S&PDCRP	78467Y107
GSAT	GLOBALSTAR INC	11,445	$416K	0.1%	$24.21	+18.4%	COM NEW	378973507
EQIX	EQUINIX INC	530	$415K	0.1%	$706.88	+9.5%	COM	29444U700
FISV	FISERV INC	3,165	$408K	0.0%	$127.44	+12.4%	COM	337738108
BN	BROOKFIELD CORP	5,938	$407K	0.0%	$22.84	+93.6%	CL A LTD VT SH	11271J107
CMCSA	COMCAST CORP NEW	12,923	$406K	0.0%	$33.03	+0.4%	CL A	20030N101
HCA	HCA HEALTHCARE INC	951	$405K	0.0%	$286.10	+35.1%	COM	40412C101
SNPS	SYNOPSYS INC	817	$403K	0.0%	$524.72	+7.7%	COM	871607107
RCL	ROYAL CARIBBEAN GROUP	1,229	$398K	0.0%	$166.56	+99.3%	COM	V7780T103
QUAL	ISHARES TR	2,025	$394K	0.0%	$179.05	—	MSCI USA QLT FCT	46432F339
PAYX	PAYCHEX INC	3,089	$392K	0.0%	$106.49	+28.8%	COM	704326107
IWF	ISHARES TR	822	$385K	0.0%	$424.58	—	RUS 1000 GRW ETF	464287614
PH	PARKER-HANNIFIN CORP	506	$384K	0.0%	$579.63	+26.8%	COM	701094104
EMR	EMERSON ELEC CO	2,898	$380K	0.0%	$95.97	+41.2%	COM	291011104
MET	METLIFE INC	4,563	$376K	0.0%	$65.08	+19.7%	COM	59156R108
WELL	WELLTOWER INC	2,107	$375K	0.0%	$120.36	+35.8%	COM	95040Q104
GM	GENERAL MTRS CO	6,146	$375K	0.0%	$40.12	+38.5%	COM	37045V100
JCI	JOHNSON CTLS INTL PLC	3,398	$374K	0.0%	$71.08	+50.3%	SHS	G51502105
SPYM	SPDR SERIES TRUST	4,725	$370K	0.0%	$67.90	—	PORTFOLIO S&P500	78464A854
CVS	CVS HEALTH CORP	4,906	$370K	0.0%	$58.20	+16.5%	COM	126650100
MRSH	MARSH & MCLENNAN COS INC	1,830	$369K	0.0%	$183.13	+11.4%	COM	571748102
TAXX	BONDBLOXX ETF TRUST	7,176	$366K	0.0%	$50.79	—	IR M TAXAWARE	09789C721
MMM	3M CO	2,356	$366K	0.0%	$121.85	+25.7%	COM	88579Y101
SO	SOUTHERN CO	3,849	$365K	0.0%	$76.04	+21.3%	COM	842587107
EQT	EQT CORP	6,687	$364K	0.0%	$34.53	+52.4%	COM	26884L109
USB	US BANCORP DEL	7,351	$355K	0.0%	$31.58	+46.8%	COM NEW	902973304
SYY	SYSCO CORP	4,268	$351K	0.0%	$73.46	+7.3%	COM	871829107
VGT	VANGUARD WORLD FD	469	$350K	0.0%	$663.28	—	INF TECH ETF	92204A702
AMT	AMERICAN TOWER CORP NEW	1,815	$349K	0.0%	$180.00	+13.6%	COM	03027X100
CINF	CINCINNATI FINL CORP	2,205	$349K	0.0%	$106.59	+40.9%	COM	172062101
TRV	TRAVELERS COMPANIES INC	1,229	$343K	0.0%	$210.85	+26.1%	COM	89417E109
NEM	NEWMONT CORP	3,978	$335K	0.0%	$53.86	+28.8%	COM	651639106
FDVV	FIDELITY COVINGTON TRUST	6,007	$335K	0.0%	$50.35	—	HIGH DIVID ETF	316092840
SHW	SHERWIN WILLIAMS CO	965	$334K	0.0%	$286.70	+22.6%	COM	824348106
BMY	BRISTOL-MYERS SQUIBB CO	7,300	$329K	0.0%	$56.68	-19.7%	COM	110122108
ADSK	AUTODESK INC	1,023	$325K	0.0%	$261.24	+16.6%	COM	052769106
DYNF	BLACKROCK ETF TRUST	5,475	$324K	0.0%	$51.51	—	ISHARES US EQUIT	09290C103
HLT	HILTON WORLDWIDE HLDGS INC	1,226	$318K	0.0%	$243.86	+10.8%	COM	43300A203
AFL	AFLAC INC	2,779	$310K	0.0%	$99.65	+4.6%	COM	001055102
AJG	GALLAGHER ARTHUR J & CO	998	$309K	0.0%	$256.06	+17.2%	COM	363576109
PNC	PNC FINL SVCS GROUP INC	1,530	$307K	0.0%	$170.57	+14.8%	COM	693475105
ZTS	ZOETIS INC	2,097	$307K	0.0%	$154.20	-2.4%	CL A	98978V103
IBIT	ISHARES BITCOIN TRUST ETF	4,690	$305K	0.0%	$61.65	—	SHS BEN INT	46438F101
CI	THE CIGNA GROUP	1,041	$300K	0.0%	$287.40	+2.0%	COM	125523100
SPG	SIMON PPTY GROUP INC NEW	1,550	$291K	0.0%	$138.89	+21.7%	COM	828806109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,041	$291K	0.0%	$226.49	—	SPONSORED ADS	874039100
APP	APPLOVIN CORP	404	$290K	0.0%	$461.14	0.0%	COM CL A	03831W108
FCX	FREEPORT-MCMORAN INC	7,400	$290K	0.0%	$40.53	+6.6%	CL B	35671D857
MNST	MONSTER BEVERAGE CORP NEW	4,284	$288K	0.0%	$52.88	+18.0%	COM	61174X109
MAR	MARRIOTT INTL INC NEW	1,104	$288K	0.0%	$238.18	+12.3%	CL A	571903202
SPDW	SPDR INDEX SHS FDS	6,669	$285K	0.0%	$34.13	—	PORTFOLIO DEVLPD	78463X889
MSI	MOTOROLA SOLUTIONS INC	623	$285K	0.0%	$415.47	+7.9%	COM NEW	620076307
IDXX	IDEXX LABS INC	445	$284K	0.0%	$481.09	+26.2%	COM	45168D104
ROP	ROPER TECHNOLOGIES INC	569	$284K	0.0%	$486.73	+9.2%	COM	776696106
IWD	ISHARES TR	1,387	$282K	0.0%	$190.62	—	RUS 1000 VAL ETF	464287598
CCI	CROWN CASTLE INC	2,906	$280K	0.0%	$112.24	-11.7%	COM	22822V101
BDX	BECTON DICKINSON & CO	1,491	$279K	0.0%	$227.92	-19.2%	COM	075887109
ECL	ECOLAB INC	1,011	$277K	0.0%	$250.27	+8.0%	COM	278865100
IDV	ISHARES TR	7,532	$275K	0.0%	$31.47	—	INTL SEL DIV ETF	464288448
VMC	VULCAN MATLS CO	889	$273K	0.0%	$256.02	+10.6%	COM	929160109
VIOO	VANGUARD ADMIRAL FDS INC	2,465	$272K	0.0%	$96.51	—	SMLLCP 600 IDX	921932828
HUBB	HUBBELL INC	632	$272K	0.0%	$278.68	+53.6%	COM	443510607
PYPL	PAYPAL HLDGS INC	3,977	$267K	0.0%	$68.23	+3.1%	COM	70450Y103
SYF	SYNCHRONY FINANCIAL	3,731	$265K	0.0%	$55.34	+30.2%	COM	87165B103
DMAC	DIAMEDICA THERAPEUTICS INC	38,457	$264K	0.0%	$1.81	+200.3%	COM NEW	25253X207
ES	EVERSOURCE ENERGY	3,700	$263K	0.0%	$53.53	+19.9%	COM	30040W108
MCO	MOODYS CORP	549	$262K	0.0%	$461.74	+8.9%	COM	615369105
GHYB	GOLDMAN SACHS ETF TR	5,688	$261K	0.0%	$41.98	—	ACCESS HIG YLD	381430453
NKE	NIKE INC	3,696	$258K	0.0%	$91.46	-19.3%	CL B	654106103
SPYD	SPDR SERIES TRUST	5,821	$256K	0.0%	$43.89	—	PRTFLO S&P500 HI	78468R788
EFV	ISHARES TR	3,762	$255K	0.0%	$63.48	—	EAFE VALUE ETF	464288877
PSX	PHILLIPS 66	1,867	$254K	0.0%	$119.56	+5.7%	COM	718546104
CMG	CHIPOTLE MEXICAN GRILL INC	6,465	$253K	0.0%	$60.29	-25.3%	COM	169656105
TSCO	TRACTOR SUPPLY CO	4,402	$250K	0.0%	$53.43	+9.5%	COM	892356106
CL	COLGATE PALMOLIVE CO	3,119	$249K	0.0%	$76.82	+10.2%	COM	194162103
HPE	HEWLETT PACKARD ENTERPRISE C	10,147	$249K	0.0%	$16.53	+32.4%	COM	42824C109
AME	AMETEK INC	1,319	$248K	0.0%	$166.17	+10.4%	COM	031100100
CTVA	CORTEVA INC	3,656	$247K	0.0%	$61.70	+16.9%	COM	22052L104
CARR	CARRIER GLOBAL CORPORATION	4,112	$245K	0.0%	$61.81	+9.4%	COM	14448C104
HUM	HUMANA INC	938	$244K	0.0%	$261.21	0.0%	COM	444859102
KMI	KINDER MORGAN INC DEL	8,590	$243K	0.0%	$26.73	+0.9%	COM	49456B101
AIZ	ASSURANT INC	1,109	$240K	0.0%	$134.81	+49.6%	COM	04621X108
LEN	LENNAR CORP	1,904	$240K	0.0%	$107.30	+15.2%	CL A	526057104
RMD	RESMED INC	867	$237K	0.0%	$237.80	+14.5%	COM	761152107
ENB	ENBRIDGE INC	4,701	$237K	0.0%	$46.12	0.0%	COM	29250N105
FNDX	SCHWAB STRATEGIC TR	8,994	$237K	0.0%	$38.11	—	FUNDAMENTAL US L	808524771
EA	ELECTRONIC ARTS INC	1,171	$236K	0.0%	$165.25	0.0%	COM	285512109
AZO	AUTOZONE INC	55	$236K	0.0%	$3450.47	+16.3%	COM	053332102
SRE	SEMPRA	2,620	$236K	0.0%	$79.82	0.0%	COM	816851109
ALL	ALLSTATE CORP	1,092	$234K	0.0%	$191.84	+4.4%	COM	020002101
AEP	AMERICAN ELEC PWR CO INC	2,053	$231K	0.0%	$102.33	+5.7%	COM	025537101
ELV	ELEVANCE HEALTH INC FORMERLY	714	$231K	0.0%	$450.53	-31.6%	COM	036752103
STX	SEAGATE TECHNOLOGY HLDNGS PL	970	$229K	0.0%	$169.71	0.0%	ORD SHS	G7997R103
NRG	NRG ENERGY INC	1,410	$228K	0.0%	$132.12	+17.5%	COM NEW	629377508
DD	DUPONT DE NEMOURS INC	2,927	$228K	0.0%	$31.14	0.0%	COM	26614N102
DLR	DIGITAL RLTY TR INC	1,316	$228K	0.0%	$160.46	+5.1%	COM	253868103
DVN	DEVON ENERGY CORP NEW	6,458	$226K	0.0%	$34.57	-2.7%	COM	25179M103
RVMD	REVOLUTION MEDICINES INC	4,828	$225K	0.0%	$39.15	0.0%	COM	76155X100
MLM	MARTIN MARIETTA MATLS INC	357	$225K	0.0%	$594.66	0.0%	COM	573284106
DHI	D R HORTON INC	1,314	$223K	0.0%	$156.63	0.0%	COM	23331A109
VOYA	VOYA FINANCIAL INC	2,914	$218K	0.0%	$61.37	+18.9%	COM	929089100
FDX	FEDEX CORP	922	$217K	0.0%	$228.30	0.0%	COM	31428X106
FDL	FIRST TR EXCHANGE-TRADED FD	5,000	$217K	0.0%	$37.93	—	SHS	336917109
DASH	DOORDASH INC	796	$217K	0.0%	$250.83	0.0%	CL A	25809K105
FIX	COMFORT SYS USA INC	262	$216K	0.0%	$677.11	0.0%	COM	199908104
ROK	ROCKWELL AUTOMATION INC	618	$216K	0.0%	$283.27	+21.2%	COM	773903109
YUM	YUM BRANDS INC	1,421	$216K	0.0%	$144.17	+1.3%	COM	988498101
WTW	WILLIS TOWERS WATSON PLC LTD	622	$215K	0.0%	$322.11	0.0%	SHS	G96629103
WBD	WARNER BROS DISCOVERY INC	10,941	$214K	0.0%	$9.58	+42.2%	COM SER A	934423104
TFC	TRUIST FINL CORP	4,672	$214K	0.0%	$44.34	0.0%	COM	89832Q109
KKR	KKR & CO INC	1,635	$212K	0.0%	$141.65	0.0%	COM	48251W104
O	REALTY INCOME CORP	3,477	$211K	0.0%	$54.47	+4.5%	COM	756109104
URI	UNITED RENTALS INC	220	$210K	0.0%	$888.48	0.0%	COM	911363109
CF	CF INDS HLDGS INC	2,314	$208K	0.0%	$83.96	+5.2%	COM	125269100
NTAP	NETAPP INC	1,752	$208K	0.0%	$110.78	0.0%	COM	64110D104
F	FORD MTR CO	17,231	$206K	0.0%	$10.17	+11.4%	COM	345370860
NXPI	NXP SEMICONDUCTORS N V	899	$205K	0.0%	$223.02	0.0%	COM	N6596X109
VNQ	VANGUARD INDEX FDS	2,238	$205K	0.0%	$91.42	—	REAL ESTATE ETF	922908553
TDG	TRANSDIGM GROUP INC	154	$203K	0.0%	$1251.68	+9.0%	COM	893641100
EBAY	EBAY INC.	2,212	$201K	0.0%	$87.96	0.0%	COM	278642103
MCHP	MICROCHIP TECHNOLOGY INC.	3,130	$201K	0.0%	$54.31	+23.2%	COM	595017104
BKR	BAKER HUGHES COMPANY	4,111	$200K	0.0%	$43.83	0.0%	CL A	05722G100
ABOS	ACUMEN PHARMACEUTICALS INC	89,699	$153K	0.0%	$4.79	-71.1%	COM	00509G209
SNAP	SNAP INC	15,715	$121K	0.0%	$11.41	-27.3%	CL A	83304A106
—	NUVEEN DYNAMIC MUN OPPORTUNI	10,368	$108K	0.0%	$10.39	—	COM SHS	67079X102