| QQQInvesco QQQ Trust, Series 1 | Two Seas Capital LPUNIT SER 15.4M sh— | 5.4M | $4B | — |
| LLYEli Lilly and Co | SAPIENT CAPITAL LLCCOM1.5M shadded | 1.5M | $1.7B | added |
| SPYState Street SPDR S&P 500 ETF Trust | Two Seas Capital LPTR UNIT1.5M shtrimmed | 1.5M | $1.1B | trimmed |
| BRK.BBerkshire Hathaway Inc | TETRAD CORPCL B NEW1.9M shheld | 1.9M | $957.6M | held |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | Apella Capital, LLCUS COR EQU 2 ETF17.2M shadded | 17.2M | $776M | added |
| IVViShares Core S&P 500 ETF | Farther Finance Advisors, LLCETF947.4K shadded | 947.4K | $725.5M | added |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | Hamilton Capital, LLCUS QTLY DIV GRT7.2M shadded | 7.2M | $704.6M | added |
| IWMiShares Russell 2000 Index Fund | Two Seas Capital LPRUSSELL 2000 ETF2.5M shadded | 2.5M | $688.5M | added |
| SPYState Street SPDR S&P 500 ETF Trust | Valeo Financial Advisors, LLCETF894.6K shtrimmed | 894.6K | $682.2M | trimmed |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | SigFig Wealth Management, LLCCORE S&P TTL STK4M shtrimmed | 4M | $664.9M | trimmed |
| MSFTMicrosoft Corp | Mn Services Vermogensbeheer B.V.COM1.3M shadded | 1.3M | $650.4M | added |
| AAPLApple Inc | Mn Services Vermogensbeheer B.V.COM1.8M shadded | 1.8M | $589.6M | added |
| NVDANVIDIA Corp | CONGRESS ASSET MANAGEMENT COCOM2.6M shtrimmed | 2.6M | $587.3M | trimmed |
| NVDANVIDIA Corp | Border to Coast Pensions Partnership LtdCommon Stock2.5M shadded | 2.5M | $577.6M | added |
| NVDANVIDIA Corp | Mn Services Vermogensbeheer B.V.COM2.4M shadded | 2.4M | $548M | added |
| IVViShares Core S&P 500 ETF | Avidian Wealth Enterprises, LLCCORE S&P500 ETF694.2K shtrimmed | 694.2K | $531.6M | trimmed |
| AAPLApple Inc | CONGRESS ASSET MANAGEMENT COCOM1.6M shtrimmed | 1.6M | $530.9M | trimmed |
| AMZNAmazon.com Inc | Mn Services Vermogensbeheer B.V.COM2M shadded | 2M | $508.6M | added |
| MSFTMicrosoft Corp | FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM969.4K shadded | 969.4K | $497.2M | added |
| LLYEli Lilly and Co | Private Capital Advisors, Inc.COM411.5K shadded | 411.5K | $476.2M | added |
| NVDANVIDIA Corp | FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM2M shadded | 2M | $455.2M | added |
| AVGOBroadcom Inc | Mn Services Vermogensbeheer B.V.COM1.3M shadded | 1.3M | $452.3M | added |
| AGGiShares Core U.S. Aggregate Bond ETF | SigFig Wealth Management, LLCCORE US AGGBD ET4.7M shadded | 4.7M | $443.9M | added |
| AAPLApple Inc | FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.3M shtrimmed | 1.3M | $437.8M | trimmed |
| TRGPTarga Resources Corp | CHICKASAW CAPITAL MANAGEMENT LLCCOM1.6M shtrimmed | 1.6M | $434.2M | trimmed |
| GOOGLAlphabet Inc | CONGRESS ASSET MANAGEMENT COCOM1.2M shadded | 1.2M | $425M | added |
| GOOGLAlphabet Inc | FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.2M shadded | 1.2M | $422.7M | added |
| AAPLApple Inc | Farther Finance Advisors, LLCStock1.2M shadded | 1.2M | $414.5M | added |
| MSFTMicrosoft Corp | CONGRESS ASSET MANAGEMENT COCOM801.2K shtrimmed | 801.2K | $411M | trimmed |
| AAPLApple Inc | Border to Coast Pensions Partnership LtdCommon Stock1.2M shadded | 1.2M | $408.6M | added |
| ACWXiShares MSCI ACWI ex U.S. ETF | FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF5.4M shtrimmed | 5.4M | $407.2M | trimmed |
| SPYMState Street SPDR Portfolio S&P 500 ETF | Gradient Investments LLCST STR P500ETF4.5M shadded | 4.5M | $407.1M | added |
| MSFTMicrosoft Corp | Border to Coast Pensions Partnership LtdCommon Stock794.7K shadded | 794.7K | $407M | added |
| VEAVanguard FTSE Developed Markets ETF | Wedmont Private CapitalVAN FTSE DEV MKT5.8M shadded | 5.8M | $406.9M | added |
| NVDANVIDIA Corp | ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM1.8M shtrimmed | 1.8M | $403.3M | trimmed |
| VOOVanguard S&P 500 ETF | Farther Finance Advisors, LLCETF572.5K shadded | 572.5K | $401.3M | added |
| VOOVanguard S&P 500 ETF | Acropolis Investment Management, LLCS&P 500 ETF SHS564.7K shtrimmed | 564.7K | $395.8M | trimmed |
| AAPLApple Inc | EASTERN BANKCOM1.2M shadded | 1.2M | $390.8M | added |
| AAPLApple Inc | SAPIENT CAPITAL LLCCOM1.2M shtrimmed | 1.2M | $384.1M | trimmed |
| GOOGLAlphabet Inc | Border to Coast Pensions Partnership LtdCommon Stock1.1M shadded | 1.1M | $383.9M | added |
| MUMicron Technology Inc | Oak Grove Capital LLCCOM358.4K shadded | 358.4K | $381.8M | added |
| AVUSAvantis U.S. Equity ETF | Oak Root LLCUS EQT ETF2.9M shheld | 2.9M | $372.2M | held |
| MUMicron Technology Inc | Mn Services Vermogensbeheer B.V.COM332.2K shadded | 332.2K | $353.9M | added |
| NVDANVIDIA Corp | EASTERN BANKCOM1.5M shtrimmed | 1.5M | $344.4M | trimmed |
| NVDANVIDIA Corp | Quintet Private Bank (Europe) S.A.COM1.5M shadded | 1.5M | $342.4M | added |
| VOVanguard Mid-Cap ETF | Border to Coast Pensions Partnership LtdETP4.3M shadded | 4.3M | $338.9M | added |
| CSCOCisco Systems Inc | Artemis Investment Management LLPCOM3.1M shtrimmed | 3.1M | $333.4M | trimmed |
| NVDANVIDIA Corp | Farther Finance Advisors, LLCStock1.4M shadded | 1.4M | $331.1M | added |
| NVDANVIDIA Corp | Douglas Lane & Associates, LLCCOMMON1.4M shtrimmed | 1.4M | $327.1M | trimmed |
| MSFTMicrosoft Corp | ARMSTRONG HENRY H ASSOCIATES INCCOM619.4K shtrimmed | 619.4K | $317.7M | trimmed |
| NVDANVIDIA Corp | Artemis Investment Management LLPCOM1.4M shadded | 1.4M | $317.1M | added |
| MSFTMicrosoft Corp | Quintet Private Bank (Europe) S.A.COM614K shadded | 614K | $314.9M | added |
| ETEnergy Transfer LP | CHICKASAW CAPITAL MANAGEMENT LLCMLUS15.2M shtrimmed | 15.2M | $299.8M | trimmed |
| MSFTMicrosoft Corp | EASTERN BANKCOM578.9K shtrimmed | 578.9K | $296.9M | trimmed |
| APPApplovin Corp | SAPIENT CAPITAL LLCCOM CL A1M shtrimmed | 1M | $296.7M | trimmed |
| MSFTMicrosoft Corp | Artemis Investment Management LLPCOM573.8K shadded | 573.8K | $294.3M | added |
| TSLATesla Inc | Mn Services Vermogensbeheer B.V.COM829.3K shadded | 829.3K | $294.3M | added |
| AMDAdvanced Micro Devices Inc | Mn Services Vermogensbeheer B.V.COM480.6K shadded | 480.6K | $294M | added |
| MPLXMPLX LP | CHICKASAW CAPITAL MANAGEMENT LLCMLUS5.2M shadded | 5.2M | $293.6M | added |
| VTIVanguard Total Stock Market ETF | Apella Capital, LLCMRNGSTR TTL STK767.5K shadded | 767.5K | $292.4M | added |
| IVViShares Core S&P 500 ETF | Bank of FinlandCORE S&P500 ETF380.5K shtrimmed | 380.5K | $291.4M | trimmed |
| AVGOBroadcom Inc | CONGRESS ASSET MANAGEMENT COCOM821K shadded | 821K | $288.3M | added |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | SigFig Wealth Management, LLCACTIVEBETA US LG2M shtrimmed | 2M | $287.6M | trimmed |
| VEAVanguard FTSE Developed Markets ETF | Farther Finance Advisors, LLCETF4.1M shadded | 4.1M | $287.5M | added |
| SPYState Street SPDR S&P 500 ETF Trust | Shulman DeMeo Asset Management LLCTR UNIT365.4K shtrimmed | 365.4K | $283.1M | trimmed |
| DFIVDimensional International Value ETF | Farther Finance Advisors, LLCETF5M shadded | 5M | $278.9M | added |
| LLYEli Lilly and Co | Mn Services Vermogensbeheer B.V.COM236.6K shadded | 236.6K | $273.8M | added |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | Apella Capital, LLCSHOR DUR FIX ETF5.8M shadded | 5.8M | $272M | added |
| AMZNAmazon.com Inc | Border to Coast Pensions Partnership LtdCommon Stock1.1M shadded | 1.1M | $271.1M | added |
| ROSTRoss Stores Inc | Fenimore Asset Management IncCOM1.2M shtrimmed | 1.2M | $269.8M | trimmed |
| IUSBiShares Core Total USD Bond Market ETF | SigFig Wealth Management, LLCCORE UNIVRSL USD6.1M shadded | 6.1M | $266.8M | added |
| MSFTMicrosoft Corp | ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM517.1K shadded | 517.1K | $265.2M | added |
| GOOGLAlphabet Inc | Mn Services Vermogensbeheer B.V.CAP STK CL A764.4K shadded | 764.4K | $263M | added |
| JPMJPMorgan Chase & Co | Mn Services Vermogensbeheer B.V.COM790.4K shadded | 790.4K | $261.5M | added |
| AMDAdvanced Micro Devices Inc | Border to Coast Pensions Partnership LtdCommon Stock424.8K shadded | 424.8K | $259.5M | added |
| VTIVanguard Total Stock Market ETF | Wedmont Private CapitalMRNGSTR TTL STK680K shadded | 680K | $258.1M | added |
| GOOGLAlphabet Inc | EASTERN BANKCAP STK CL A736.6K shtrimmed | 736.6K | $253.4M | trimmed |
| IJRiShares Core S&P Small-Cap ETF | Valeo Financial Advisors, LLCETF2.1M shtrimmed | 2.1M | $253.2M | trimmed |
| VTIVanguard Total Stock Market ETF | Boston Standard Wealth Management, LLCMRNGSTR TTL STK673.5K shadded | 673.5K | $252M | added |
| HALOHalozyme Therapeutics Inc | CONGRESS ASSET MANAGEMENT COCOM2.3M shadded | 2.3M | $251.9M | added |
| GOOGAlphabet Inc | Douglas Lane & Associates, LLCCOMMON737.8K shtrimmed | 737.8K | $251.4M | trimmed |
| IEMGiShares Core MSCI Emerging Markets ETF | Valeo Financial Advisors, LLCETF3.2M shadded | 3.2M | $248.9M | added |
| IVViShares Core S&P 500 ETF | Legacy Private Trust Co.CORE S&P500 ETF323.7K shtrimmed | 323.7K | $247.9M | trimmed |
| AVGOBroadcom Inc | FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM705K shtrimmed | 705K | $247.6M | trimmed |
| DFAUDimensional US Core Equity Market ETF | RVW Wealth, LLCUS CORE EQT MKT4.7M shtrimmed | 4.7M | $247.2M | trimmed |
| MUMicron Technology Inc | Oak Grove Capital LLCCOM230.4K shtrimmed | 230.4K | $245.4M | trimmed |
| IVViShares Core S&P 500 ETF | ARMSTRONG ADVISORY GROUP, INCCORE S&P500 ETF319.3K shadded | 319.3K | $244.6M | added |
| WESWestern Midstream Partners LP | CHICKASAW CAPITAL MANAGEMENT LLCMLUS5.5M shtrimmed | 5.5M | $242.5M | trimmed |
| WMBWilliams Companies Inc | CHICKASAW CAPITAL MANAGEMENT LLCCOM3.6M shadded | 3.6M | $241.8M | added |
| LNGCheniere Energy Inc | CHICKASAW CAPITAL MANAGEMENT LLCCOM893.5K shadded | 893.5K | $240.4M | added |
| VOEVanguard Mid-Cap Value ETF | STEPHENS GROUP ASSET MANAGEMENT, LLCMRNGSTR MD CP VA1.2M shadded | 1.2M | $240.1M | added |
| MSFTMicrosoft Corp | SAPIENT CAPITAL LLCCOM465.9K shadded | 465.9K | $239M | added |
| APHAmphenol Corp | Fenimore Asset Management IncCOM2.8M shadded | 2.8M | $238.9M | added |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | SigFig Wealth Management, LLCACTIVEBETA INT5.1M shadded | 5.1M | $235.1M | added |
| NVDANVIDIA Corp | Oak Grove Capital LLCCOM1M shadded | 1M | $228.9M | added |
| SPYMState Street SPDR Portfolio S&P 500 ETF | Peterson Wealth Advisors, LLCST STR P500ETF2.5M shadded | 2.5M | $228.2M | added |
| VWOVanguard FTSE Emerging Markets ETF | Wedmont Private CapitalFTSE EMR MKT ETF3.9M shadded | 3.9M | $227.6M | added |
| NVDANVIDIA Corp | ARGENT CAPITAL MANAGEMENT LLCCOM990.9K shtrimmed | 990.9K | $226.3M | trimmed |
| GOOGLAlphabet Inc | SAPIENT CAPITAL LLCCAP STK CL A655.1K shadded | 655.1K | $225.4M | added |
| PAYCPaycom Software Inc | REINHART PARTNERS, LLC.COM1M shtrimmed | 1M | $224M | trimmed |