| ABBOTT LABS | COM | $4K | 0.4% | 28,288 SH | New |
| ABBVIE INC | COM | $5K | 0.5%Prev: 0.5% | 26,684 SH | Decreased |
| ACCENTURE PLC IRELAND | SHS CLASS A | $7K | 0.7%Prev: 0.6% | 22,831 SH | Decreased-13,472 SH |
| ACUSHNET HLDGS CORP | COM | $5K | 0.5%Prev: 0.6% | 68,816 SH | Decreased |
| ADMA BIOLOGICS INC | COM | $194 | 0.0%Prev: 0.0% | 10,645 SH | Increased |
| AIR PRODS & CHEMS INC | COM | $6K | 0.6% | 22,746 SH | New |
| AIRBNB INC | COM CL A | $5K | 0.5%Prev: 0.4% | 35,960 SH | Increased |
| ALCON AG | ORD SHS | $4K | 0.4%Prev: 0.8% | 42,174 SH | Decreased-75,515 SH |
| ALLEGION PLC | ORD SHS | $2K | 0.2%Prev: 0.1% | 10,827 SH | Increased+2,091 SH |
| ALPHABET INC | CAP STK CL A | $19K | 1.9%Prev: 2.7% | 109,550 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $5K | 0.5%Prev: 0.8% | 30,725 SH | Decreased |
| ALTRIA GROUP INC | COM | $2K | 0.2% | 39,899 SH | New |
| AMAZON COM INC | COM | $35K | 3.4%Prev: 2.7% | 160,396 SH | Increased+6,870 SH |
| AMERICAN EXPRESS CO | COM | $5K | 0.5%Prev: 0.5% | 16,896 SH | Decreased-4,101 SH |
| AMERICAN TOWER CORP NEW | COM | $4K | 0.4% | 18,029 SH | New |
| AMERICAN WTR WKS CO INC NEW | COM | $4K | 0.4%Prev: 0.3% | 27,440 SH | Increased |
| AMPHENOL CORP NEW | CL A | $9K | 0.8% | 87,322 SH | New |
| APPLE INC | COM | $39K | 3.7%Prev: 4.0% | 188,804 SH | Decreased+3,027 SH |
| APTIV PLC | COM SHS | $3K | 0.3% | 43,314 SH | New |
| ARS PHARMACEUTICALS INC | COM | $250 | 0.0%Prev: 0.0% | 14,350 SH | Increased |
| AVERY DENNISON CORP | COM | $855 | 0.1%Prev: 0.1% | 4,871 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $17K | 1.6%Prev: 1.4% | 34,332 SH | Increased |
| BJS WHSL CLUB HLDGS INC | COM | $11K | 1.0%Prev: 1.2% | 99,664 SH | Decreased-39,953 SH |
| BLACKROCK INC | COM | $9K | 0.9%Prev: 0.6% | 8,902 SH | Increased+1,594 SH |
| BOSTON BEER INC | CL A | $612 | 0.1%Prev: 0.1% | 3,208 SH | Decreased |
| BROWN FORMAN CORP | CL B | $2K | 0.2%Prev: 0.1% | 58,374 SH | Increased |
| CADENCE DESIGN SYSTEM INC | COM | $717 | 0.1%Prev: 0.4% | 2,326 SH | Decreased-13,660 SH |
| CARLYLE GROUP INC | COM | $2K | 0.2%Prev: 0.1% | 31,766 SH | Increased |
| CELSIUS HLDGS INC | COM NEW | $1K | 0.1%Prev: 0.4% | 26,238 SH | Decreased-112,316 SH |
| CHARLES RIV LABS INTL INC | COM | $3K | 0.3%Prev: 0.3% | 22,163 SH | Decreased-867 SH |
| CHARTER COMMUNICATIONS INC N | CL A | $9K | 0.8% | 21,132 SH | New |
| CHEMED CORP NEW | COM | $1K | 0.1%Prev: 0.1% | 2,571 SH | Increased-143 SH |
| CHEVRON CORP NEW | COM | $6K | 0.6% | 43,277 SH | New |
| CLEAN HARBORS INC | COM | $5K | 0.5%Prev: 0.5% | 20,820 SH | Decreased+1,495 SH |
| CMS ENERGY CORP | COM | $624 | 0.1%Prev: 0.1% | 9,002 SH | Decreased |
| COMPASS MINERALS INTL INC | COM | $593 | 0.1% | 29,513 SH | New |
| COOPER COS INC | COM | $1K | 0.1%Prev: 0.1% | 14,893 SH | Decreased-683 SH |
| CROCS INC | COM | $479 | 0.0% | 4,728 SH | New |
| CROWN HLDGS INC | COM | $10K | 1.0%Prev: 1.0% | 98,978 SH | Decreased-14,989 SH |
| DANAHER CORPORATION | COM | $4K | 0.4% | 19,265 SH | New |
| DOMINOS PIZZA INC | COM | $5K | 0.5%Prev: 0.5% | 10,373 SH | Decreased-6,203 SH |
| DRAFTKINGS INC NEW | COM CL A | $1K | 0.1%Prev: 0.1% | 31,981 SH | Increased |
| ELI LILLY & CO | COM | $11K | 1.1%Prev: 1.3% | 14,154 SH | Decreased-2,031 SH |
| ENTEGRIS INC | COM | $7K | 0.7%Prev: 0.7% | 91,849 SH | Decreased+17,824 SH |
| EQUITY LIFESTYLE PPTYS INC | COM | $1K | 0.1% | 19,310 SH | New |
| EVERGY INC | COM | $703 | 0.1%Prev: 0.1% | 10,201 SH | Decreased+1,020 SH |
| EVERSOURCE ENERGY | COM | $632 | 0.1%Prev: 0.1% | 9,930 SH | Decreased |
| EXXON MOBIL CORP | COM | $9K | 0.9%Prev: 1.3% | 87,353 SH | Decreased |
| FIRSTSERVICE CORP NEW | COM | $1K | 0.1%Prev: 0.2% | 8,136 SH | Decreased-12,077 SH |
| GENERAL DYNAMICS CORP | COM | $9K | 0.9%Prev: 0.9% | 31,620 SH | Decreased |
| GRACO INC | COM | $1K | 0.1%Prev: 0.1% | 13,894 SH | Increased |
| GUIDEWIRE SOFTWARE INC | COM | $2K | 0.2%Prev: 0.5% | 7,064 SH | Decreased-33,916 SH |
| HAWKINS INC | COM | $329 | 0.0%Prev: 0.1% | 2,314 SH | Decreased-1,666 SH |
| HEALTHEQUITY INC | COM | $1K | 0.1%Prev: 0.1% | 11,805 SH | Increased |
| HENRY JACK & ASSOC INC | COM | $5K | 0.5%Prev: 0.7% | 30,287 SH | Decreased-18,283 SH |
| HERSHEY CO | COM | $3K | 0.3%Prev: 0.3% | 17,075 SH | Decreased |
| HOME DEPOT INC | COM | $4K | 0.4%Prev: 0.3% | 11,589 SH | Increased |
| HUB GROUP INC | CL A | $612 | 0.1%Prev: 0.1% | 18,312 SH | Decreased |
| HUNTINGTON INGALLS INDS INC | COM | $2K | 0.2%Prev: 0.4% | 8,925 SH | Decreased-2,208 SH |
| INTUIT | COM | $9K | 0.9% | 12,001 SH | New |
| INVITATION HOMES INC | COM | $1K | 0.1%Prev: 0.1% | 32,808 SH | Increased |
| ISHARES TR | CORE MSCI TOTAL | $263K | 25.3%Prev: 24.9% | 3,393,208 SH | Decreased+50,000 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2K | 0.2% | 7,371 SH | New |
| ISHARES TR | US OIL EQ&SV ETF | $2K | 0.2%Prev: 0.3% | 138,177 SH | Decreased |
| ISHARES TR | US OIL GS EX ETF | $4K | 0.4%Prev: 0.5% | 42,750 SH | Decreased |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | $895 | 0.1%Prev: 0.1% | 109,910 SH | Increased-47,758 SH |
| JOHNSON & JOHNSON | COM | $7K | 0.6%Prev: 0.9% | 42,783 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $8K | 0.8% | 27,121 SH | New |
| KINDERCARE LEARNING COMPANIE | COM | $347 | 0.0%Prev: 0.0% | 34,328 SH | Increased |
| KLA CORP | COM NEW | $7K | 0.7%Prev: 0.9% | 7,798 SH | Decreased+764 SH |
| LAM RESEARCH CORP | COM NEW | $7K | 0.7%Prev: 1.2% | 75,476 SH | Decreased+11,564 SH |
| LAUDER ESTEE COS INC | CL A | $606 | 0.1%Prev: 0.2% | 7,504 SH | Decreased-25,169 SH |
| LAZARD INC | COM | $6K | 0.6%Prev: 0.7% | 120,707 SH | Decreased-71,848 SH |
| MANPOWERGROUP INC WIS | COM | $259 | 0.0%Prev: 0.0% | 6,409 SH | Increased |
| MARKETAXESS HLDGS INC | COM | $436 | 0.0%Prev: 0.0% | 1,951 SH | Decreased-807 SH |
| MARTIN MARIETTA MATLS INC | COM | $3K | 0.3%Prev: 0.4% | 5,837 SH | Decreased-1,904 SH |
| MASTERCARD INCORPORATED | CL A | $15K | 1.4%Prev: 1.2% | 26,187 SH | Increased-1,600 SH |
| MCDONALDS CORP | COM | $6K | 0.6%Prev: 0.9% | 21,060 SH | Decreased-12,082 SH |
| META PLATFORMS INC | CL A | $29K | 2.8%Prev: 1.7% | 39,332 SH | Increased+5,204 SH |
| MICROSOFT CORP | COM | $60K | 5.7%Prev: 3.6% | 119,619 SH | Increased+6,503 SH |
| MORGAN STANLEY | COM NEW | $5K | 0.5%Prev: 0.4% | 38,295 SH | Increased+9,765 SH |
| NATHANS FAMOUS INC NEW | COM | $663 | 0.1% | 6,000 SH | New |
| NEXTERA ENERGY INC | COM | $7K | 0.6%Prev: 0.8% | 96,529 SH | Decreased |
| NIKE INC | CL B | $3K | 0.3%Prev: 0.2% | 41,439 SH | Increased |
| NISOURCE INC | COM | $649 | 0.1%Prev: 0.1% | 16,099 SH | Decreased |
| NVIDIA CORPORATION | COM | $54K | 5.2%Prev: 5.3% | 341,309 SH | Decreased-10,988 SH |
| OREILLY AUTOMOTIVE INC | COM | $2K | 0.2%Prev: 0.2% | 21,345 SH | Decreased |
| OSHKOSH CORP | COM | $1K | 0.1%Prev: 0.1% | 11,047 SH | Decreased |
| OTIS WORLDWIDE CORP | COM | $7K | 0.6%Prev: 0.4% | 66,982 SH | Increased |
| PARKER-HANNIFIN CORP | COM | $14K | 1.4%Prev: 1.5% | 20,633 SH | Decreased+1,763 SH |
| PEPSICO INC | COM | $1K | 0.1%Prev: 0.4% | 10,606 SH | Decreased-20,740 SH |
| PFIZER INC | COM | $4K | 0.4%Prev: 0.5% | 157,064 SH | Decreased-45,701 SH |
| PHILIP MORRIS INTL INC | COM | $15K | 1.5%Prev: 1.3% | 83,385 SH | Increased-7,057 SH |
| PRESTIGE CONSMR HEALTHCARE I | COM | $652 | 0.1%Prev: 0.1% | 8,167 SH | Increased-2,341 SH |
| PROCTER AND GAMBLE CO | COM | $10K | 0.9% | 59,843 SH | New |
| PROSPERITY BANCSHARES INC | COM | $10K | 1.0%Prev: 0.5% | 141,366 SH | Increased+49,019 SH |
| REGENERON PHARMACEUTICALS | COM | $961 | 0.1% | 1,830 SH | New |
| RTX CORPORATION | COM | $8K | 0.8%Prev: 0.7% | 56,138 SH | Decreased+11,843 SH |
| RYMAN HOSPITALITY PPTYS INC | COM | $1K | 0.1%Prev: 0.1% | 10,490 SH | Increased |
| S&P GLOBAL INC | COM | $6K | 0.6%Prev: 0.6% | 11,543 SH | Decreased-3,511 SH |
| SALESFORCE INC | COM | $10K | 1.0%Prev: 0.5% | 38,152 SH | Increased+4,425 SH |
| SANFILIPPO JOHN B & SON INC | COM | $810 | 0.1%Prev: 0.1% | 12,805 SH | Decreased+2,166 SH |
| SEADRILL LTD | COM | $676 | 0.1%Prev: 0.1% | 25,758 SH | Decreased-5,241 SH |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $12K | 1.2% | 292,706 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $4K | 0.4% | 51,924 SH | New |
| SERVICE CORP INTL | COM | $2K | 0.2%Prev: 0.3% | 20,003 SH | Decreased-25,604 SH |
| SITIME CORP | COM | $1K | 0.1%Prev: 0.1% | 5,010 SH | Decreased+690 SH |
| SPDR SER TR | COMP SOFTWARE | $574 | 0.1% | 3,024 SH | New |
| SPDR SER TR | S&P BIOTECH | $1K | 0.1% | 14,127 SH | New |
| SPDR SER TR | S&P INS ETF | $2K | 0.2% | 36,446 SH | New |
| SPDR SER TR | S&P METALS MNG | $437 | 0.0% | 6,490 SH | New |
| SPDR SER TR | S&P OILGAS EXP | $2K | 0.2% | 19,606 SH | New |
| SPDR SER TR | S&P RETAIL ETF | $709 | 0.1% | 9,205 SH | New |
| SPS COMM INC | COM | $983 | 0.1%Prev: 0.0% | 7,224 SH | Increased-640 SH |
| STERIS PLC | SHS USD | $7K | 0.7%Prev: 0.6% | 28,488 SH | Increased-482 SH |
| STOCK YDS BANCORP INC | COM | $2K | 0.2%Prev: 0.3% | 22,568 SH | Decreased-34,644 SH |
| SYNOPSYS INC | COM | $744 | 0.1%Prev: 0.3% | 1,452 SH | Decreased-8,687 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $10K | 0.9% | 42,082 SH | New |
| TEREX CORP NEW | COM | $1K | 0.1%Prev: 0.2% | 30,404 SH | Decreased |
| TESLA INC | COM | $2K | 0.2%Prev: 0.1% | 6,715 SH | Increased+3,842 SH |
| TEXAS INSTRS INC | COM | $11K | 1.0%Prev: 0.8% | 50,788 SH | Increased |
| TEXTRON INC | COM | $2K | 0.1%Prev: 0.1% | 18,817 SH | Decreased |
| THERMO FISHER SCIENTIFIC INC | COM | $6K | 0.6%Prev: 0.6% | 14,737 SH | Decreased |
| TIMKEN CO | COM | $1K | 0.1%Prev: 0.1% | 16,264 SH | Decreased |
| TJX COS INC NEW | COM | $2K | 0.2% | 17,834 SH | New |
| TRADEWEB MKTS INC | CL A | $439 | 0.0%Prev: 0.0% | 3,000 SH | Decreased-1,297 SH |
| TRANSUNION | COM | $1K | 0.1%Prev: 0.1% | 12,901 SH | Increased-2,825 SH |
| TYLER TECHNOLOGIES INC | COM | $5K | 0.5%Prev: 0.7% | 8,559 SH | Decreased-14,399 SH |
| UBER TECHNOLOGIES INC | COM | $3K | 0.3%Prev: 0.5% | 34,463 SH | Decreased-46,150 SH |
| UL SOLUTIONS INC | CLASS A COM SHS | $72 | 0.0%Prev: 0.0% | 982 SH | Decreased-4,079 SH |
| UNION PAC CORP | COM | $12K | 1.2%Prev: 1.1% | 53,000 SH | Decreased |
| UNITED STS LIME & MINERALS I | COM | $67 | 0.0%Prev: 0.0% | 670 SH | Decreased-2,757 SH |
| UNITEDHEALTH GROUP INC | COM | $8K | 0.7%Prev: 0.6% | 24,776 SH | Increased |
| VAIL RESORTS INC | COM | $1K | 0.1%Prev: 0.1% | 6,381 SH | Increased+884 SH |
| VISA INC | COM CL A | $16K | 1.6%Prev: 1.3% | 46,181 SH | Increased-4,855 SH |
| WARNER MUSIC GROUP CORP | COM CL A | $1K | 0.1%Prev: 0.2% | 39,776 SH | Decreased-67,645 SH |
| WASTE MGMT INC DEL | COM | $4K | 0.4%Prev: 0.7% | 18,892 SH | Decreased-14,271 SH |
| ZOETIS INC | CL A | $3K | 0.3%Prev: 0.4% | 21,613 SH | Decreased-15,319 SH |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | $1K | 0.1%Prev: 0.0% | 131,037 SH | Increased+52,773 SH |