VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,810 shares; 2024Q4: 143,432 shares; 2025Q1: 146,728 shares; 2025Q2: 147,823 shares; 2025Q3: 138,248 shares; 2025Q4: 123,668 shares; 2026Q1: 119,511 shares; 2026Q2: 121,101 shares 121,101 $36.7M 4.69% +1,590 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,527 shares; 2024Q4: 211,875 shares; 2025Q1: 212,341 shares; 2025Q2: 197,176 shares; 2025Q3: 190,586 shares; 2025Q4: 178,606 shares; 2026Q1: 168,368 shares; 2026Q2: 164,476 shares 164,476 $32.9M 4.2% -3,892 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,462 shares; 2024Q4: 26,243 shares; 2025Q1: 25,450 shares; 2025Q2: 24,632 shares; 2025Q3: 23,883 shares; 2025Q4: 22,346 shares; 2026Q1: 21,293 shares; 2026Q2: 21,151 shares 21,151 $24.8M 3.17% -142 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,570 shares; 2024Q4: 406,745 shares; 2025Q1: 381,308 shares; 2025Q2: 361,300 shares; 2025Q3: 365,565 shares; 2025Q4: 361,750 shares; 2026Q1: 323,995 shares; 2026Q2: 312,445 shares 312,445 $23.6M 3.01% -11,550 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,257 shares; 2024Q4: 81,815 shares; 2025Q1: 81,211 shares; 2025Q2: 78,749 shares; 2025Q3: 76,912 shares; 2025Q4: 76,916 shares; 2026Q1: 77,109 shares; 2026Q2: 76,797 shares 76,797 $22.2M 2.84% -312 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,525 shares; 2025Q3: 142,680 shares; 2025Q4: 144,478 shares; 2026Q1: 181,138 shares; 2026Q2: 209,263 shares 209,263 $21.4M 2.73% +28,125 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,926 shares; 2024Q4: 54,452 shares; 2025Q1: 54,457 shares; 2025Q2: 56,882 shares; 2025Q3: 55,092 shares; 2025Q4: 54,562 shares; 2026Q1: 54,030 shares; 2026Q2: 53,556 shares 53,556 $18.9M 2.42% -474 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,718 shares; 2024Q4: 16,355 shares; 2025Q1: 23,839 shares; 2025Q2: 24,448 shares; 2025Q3: 24,511 shares; 2025Q4: 24,549 shares; 2026Q1: 24,139 shares; 2026Q2: 24,310 shares 24,310 $18.2M 2.32% +171 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,653 shares; 2024Q4: 20,468 shares; 2025Q1: 20,538 shares; 2025Q2: 20,126 shares; 2025Q3: 19,541 shares; 2025Q4: 19,122 shares; 2026Q1: 19,102 shares; 2026Q2: 147,008 shares 147,008 $17.6M 2.24% +127,906 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,319 shares; 2024Q4: 21,959 shares; 2025Q1: 22,893 shares; 2025Q2: 24,499 shares; 2025Q3: 23,803 shares; 2025Q4: 23,806 shares; 2026Q1: 23,431 shares; 2026Q2: 23,305 shares 23,305 $17.2M 2.19% -126 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,329 shares; 2024Q4: 53,469 shares; 2025Q1: 54,177 shares; 2025Q2: 54,786 shares; 2025Q3: 52,666 shares; 2025Q4: 50,506 shares; 2026Q1: 50,356 shares; 2026Q2: 49,491 shares 49,491 $17M 2.17% -865 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148,535 shares; 2025Q2: 474,700 shares; 2025Q3: 493,320 shares; 2025Q4: 515,320 shares; 2026Q1: 668,895 shares; 2026Q2: 701,220 shares 701,220 $16.9M 2.16% +32,325 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,210 shares; 2024Q4: 60,345 shares; 2025Q1: 62,564 shares; 2025Q2: 60,810 shares; 2025Q3: 58,390 shares; 2025Q4: 58,915 shares; 2026Q1: 58,335 shares; 2026Q2: 55,485 shares 55,485 $13.1M 1.68% -2,850 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,090 shares; 2026Q1: 102,110 shares; 2026Q2: 164,210 shares 164,210 $12.4M 1.59% +62,100 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,435 shares; 2024Q4: 31,496 shares; 2025Q1: 31,931 shares; 2025Q2: 34,432 shares; 2025Q3: 33,942 shares; 2025Q4: 34,017 shares; 2026Q1: 33,633 shares; 2026Q2: 33,006 shares 33,006 $12.3M 1.57% -627 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,875 shares; 2024Q4: 140,855 shares; 2025Q1: 138,565 shares; 2025Q2: 137,795 shares; 2025Q3: 135,745 shares; 2025Q4: 139,255 shares; 2026Q1: 140,755 shares; 2026Q2: 143,745 shares 143,745 $12M 1.54% +2,990 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,300 shares; 2024Q4: 9,424 shares; 2025Q1: 9,187 shares; 2025Q2: 9,504 shares; 2025Q3: 9,174 shares; 2025Q4: 9,167 shares; 2026Q1: 9,118 shares; 2026Q2: 9,058 shares 9,058 $10.9M 1.39% -60 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,627 shares; 2024Q4: 14,251 shares; 2025Q1: 15,255 shares; 2025Q2: 15,935 shares; 2025Q3: 15,499 shares; 2025Q4: 14,654 shares; 2026Q1: 14,780 shares; 2026Q2: 14,460 shares 14,460 $10.5M 1.34% -320 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,245 shares; 2024Q4: 462,145 shares; 2025Q1: 478,145 shares; 2025Q2: 479,795 shares; 2025Q3: 503,095 shares; 2025Q4: 487,915 shares; 2026Q1: 518,415 shares; 2026Q2: 511,915 shares 511,915 $10M 1.28% -6,500 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,875 shares; 2024Q4: 472,210 shares; 2025Q1: 484,346 shares; 2025Q2: 483,379 shares; 2025Q3: 479,846 shares; 2025Q4: 461,672 shares; 2026Q1: 418,786 shares; 2026Q2: 410,436 shares 410,436 $9.18M 1.17% -8,350 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,798 shares; 2024Q4: 24,758 shares; 2025Q1: 25,301 shares; 2025Q2: 25,111 shares; 2025Q3: 24,825 shares; 2025Q4: 23,828 shares; 2026Q1: 23,881 shares; 2026Q2: 23,981 shares 23,981 $8.96M 1.14% +100 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,614 shares; 2024Q4: 50,751 shares; 2025Q1: 49,203 shares; 2025Q2: 36,589 shares; 2025Q3: 34,666 shares; 2025Q4: 34,417 shares; 2026Q1: 34,427 shares; 2026Q2: 34,213 shares 34,213 $8.69M 1.11% -214 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,396 shares; 2024Q4: 25,867 shares; 2025Q1: 26,697 shares; 2025Q2: 26,164 shares; 2025Q3: 25,334 shares; 2025Q4: 25,031 shares; 2026Q1: 24,949 shares; 2026Q2: 24,853 shares 24,853 $8.41M 1.07% -96 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,134 shares; 2025Q3: 14,374 shares; 2025Q4: 14,544 shares; 2026Q1: 11,809 shares; 2026Q2: 29,178 shares 29,178 $8.36M 1.07% +17,369 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,735 shares; 2024Q4: 29,021 shares; 2025Q1: 29,746 shares; 2025Q2: 29,541 shares; 2025Q3: 31,748 shares; 2025Q4: 32,038 shares; 2026Q1: 29,506 shares; 2026Q2: 27,575 shares 27,575 $8.2M 1.05% -1,931 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,629 shares; 2024Q4: 198,929 shares; 2025Q1: 209,054 shares; 2025Q2: 164,054 shares; 2025Q3: 163,894 shares; 2025Q4: 155,619 shares; 2026Q1: 156,719 shares; 2026Q2: 156,369 shares 156,369 $7.91M 1.01% -350 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,086 shares; 2024Q4: 125,766 shares; 2025Q1: 124,291 shares; 2025Q2: 119,321 shares; 2025Q3: 120,341 shares; 2025Q4: 119,381 shares; 2026Q1: 97,302 shares; 2026Q2: 98,062 shares 98,062 $7.79M 0.99% +760 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,943 shares; 2024Q4: 154,921 shares; 2025Q1: 88,286 shares; 2025Q2: 83,286 shares; 2025Q3: 70,856 shares; 2025Q4: 68,642 shares; 2026Q1: 68,417 shares; 2026Q2: 65,727 shares 65,727 $7.72M 0.99% -2,690 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,357 shares; 2024Q4: 60,252 shares; 2025Q1: 62,262 shares; 2025Q2: 61,752 shares; 2025Q3: 68,193 shares; 2025Q4: 71,422 shares; 2026Q1: 63,873 shares; 2026Q2: 56,366 shares 56,366 $7.15M 0.91% -7,507 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,826 shares; 2024Q4: 36,253 shares; 2025Q1: 55,917 shares; 2025Q2: 55,547 shares; 2025Q3: 56,682 shares; 2025Q4: 57,142 shares; 2026Q1: 76,957 shares; 2026Q2: 59,012 shares 59,012 $6.99M 0.89% -17,945 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,518 shares; 2024Q4: 27,029 shares; 2025Q1: 25,551 shares; 2025Q2: 25,381 shares; 2025Q3: 25,687 shares; 2025Q4: 25,258 shares; 2026Q1: 25,473 shares; 2026Q2: 25,678 shares 25,678 $6.94M 0.89% +205 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,900 shares; 2026Q1: 252,878 shares; 2026Q2: 298,406 shares 298,406 $6.67M 0.85% +45,528 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,363 shares; 2024Q4: 37,078 shares; 2025Q1: 37,078 shares; 2025Q2: 38,428 shares; 2025Q3: 40,783 shares; 2025Q4: 39,198 shares; 2026Q1: 39,698 shares; 2026Q2: 237,590 shares 237,590 $6.51M 0.83% +197,892 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,112 shares; 2024Q4: 36,472 shares; 2025Q1: 35,013 shares; 2025Q2: 30,451 shares; 2025Q3: 28,011 shares; 2025Q4: 27,136 shares; 2026Q1: 26,211 shares; 2026Q2: 25,486 shares 25,486 $6.41M 0.82% -725 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,684 shares; 2024Q4: 37,289 shares; 2025Q1: 39,064 shares; 2025Q2: 38,919 shares; 2025Q3: 39,392 shares; 2025Q4: 39,717 shares; 2026Q1: 29,073 shares; 2026Q2: 32,375 shares 32,375 $6.22M 0.79% +3,302 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,882 shares; 2024Q4: 238,217 shares; 2025Q1: 238,217 shares; 2025Q2: 238,217 shares; 2025Q3: 230,017 shares; 2025Q4: 221,000 shares; 2026Q1: 221,000 shares; 2026Q2: 184,425 shares 184,425 $6.14M 0.78% -36,575 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,956 shares; 2024Q4: 32,568 shares; 2025Q1: 32,887 shares; 2025Q2: 46,617 shares; 2025Q3: 46,018 shares; 2025Q4: 46,143 shares; 2026Q1: 45,959 shares; 2026Q2: 46,191 shares 46,191 $5.94M 0.76% +232 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,980 shares; 2024Q4: 33,480 shares; 2025Q1: 33,155 shares; 2025Q2: 34,055 shares; 2025Q3: 32,775 shares; 2025Q4: 32,300 shares; 2026Q1: 32,280 shares; 2026Q2: 31,690 shares 31,690 $5.36M 0.68% -590 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,097 shares; 2024Q4: 75,567 shares; 2025Q1: 79,002 shares; 2025Q2: 78,532 shares; 2025Q3: 78,402 shares; 2025Q4: 79,897 shares; 2026Q1: 73,949 shares; 2026Q2: 83,169 shares 83,169 $5.32M 0.68% +9,220 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,725 shares; 2024Q4: 27,231 shares; 2025Q1: 29,181 shares; 2025Q2: 28,791 shares; 2025Q3: 28,191 shares; 2025Q4: 27,481 shares; 2026Q1: 28,171 shares; 2026Q2: 28,221 shares 28,221 $5.21M 0.67% +50 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,465 shares; 2024Q4: 15,435 shares; 2025Q1: 15,435 shares; 2025Q2: 15,435 shares; 2025Q3: 15,510 shares; 2025Q4: 15,680 shares; 2026Q1: 15,868 shares; 2026Q2: 15,768 shares 15,768 $5.16M 0.66% -100 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,940 shares; 2024Q4: 25,460 shares; 2025Q1: 26,625 shares; 2025Q2: 26,475 shares; 2025Q3: 26,390 shares; 2025Q4: 27,050 shares; 2026Q1: 25,120 shares; 2026Q2: 28,991 shares 28,991 $5.08M 0.65% +3,871 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,457 shares; 2024Q4: 13,527 shares; 2025Q1: 13,886 shares; 2025Q2: 14,475 shares; 2025Q3: 14,285 shares; 2025Q4: 14,384 shares; 2026Q1: 14,469 shares; 2026Q2: 14,235 shares 14,235 $5.02M 0.64% -234 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,649 shares; 2024Q4: 29,814 shares; 2025Q1: 32,099 shares; 2025Q2: 31,269 shares; 2025Q3: 31,799 shares; 2025Q4: 31,129 shares; 2026Q1: 31,486 shares; 2026Q2: 32,106 shares 32,106 $4.86M 0.62% +620 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,369 shares; 2024Q4: 24,324 shares; 2025Q1: 24,274 shares; 2025Q2: 23,683 shares; 2025Q3: 23,218 shares; 2025Q4: 23,141 shares; 2026Q1: 23,141 shares; 2026Q2: 21,961 shares 21,961 $4.84M 0.62% -1,180 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,600 shares; 2026Q1: 159,965 shares; 2026Q2: 145,615 shares 145,615 $4.81M 0.61% -14,350 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,247 shares; 2024Q4: 34,302 shares; 2025Q1: 34,434 shares; 2025Q2: 34,774 shares; 2025Q3: 34,349 shares; 2025Q4: 31,965 shares; 2026Q1: 32,245 shares; 2026Q2: 32,725 shares 32,725 $4.8M 0.61% +480 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,593 shares; 2024Q4: 38,603 shares; 2025Q1: 38,831 shares; 2025Q2: 33,031 shares; 2025Q3: 32,681 shares; 2025Q4: 32,384 shares; 2026Q1: 32,248 shares; 2026Q2: 31,907 shares 31,907 $4.68M 0.6% -341 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,600 shares; 2024Q4: 118,000 shares; 2025Q1: 116,300 shares; 2025Q2: 118,785 shares; 2025Q3: 118,285 shares; 2025Q4: 98,175 shares; 2026Q1: 95,875 shares; 2026Q2: 95,375 shares 95,375 $4.57M 0.58% -500 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,839 shares; 2024Q4: 43,759 shares; 2025Q1: 44,359 shares; 2025Q2: 43,789 shares; 2025Q3: 42,349 shares; 2025Q4: 42,203 shares; 2026Q1: 41,893 shares; 2026Q2: 40,026 shares 40,026 $4.53M 0.58% -1,867 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,768 shares; 2024Q4: 43,718 shares; 2025Q1: 43,693 shares; 2025Q2: 43,523 shares; 2025Q3: 39,515 shares; 2025Q4: 38,440 shares; 2026Q1: 37,730 shares; 2026Q2: 36,722 shares 36,722 $4.52M 0.58% -1,008 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,813 shares; 2024Q4: 16,573 shares; 2025Q1: 17,233 shares; 2025Q2: 17,138 shares; 2025Q3: 17,659 shares; 2025Q4: 17,744 shares; 2026Q1: 15,876 shares; 2026Q2: 17,034 shares 17,034 $4.52M 0.58% +1,158 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,059 shares; 2024Q4: 48,489 shares; 2025Q1: 50,254 shares; 2025Q2: 49,984 shares; 2025Q3: 47,445 shares; 2025Q4: 48,045 shares; 2026Q1: 43,835 shares; 2026Q2: 46,545 shares 46,545 $4.47M 0.57% +2,710 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,163 shares; 2024Q4: 15,763 shares; 2025Q1: 15,863 shares; 2025Q2: 15,913 shares; 2025Q3: 15,448 shares; 2025Q4: 15,478 shares; 2026Q1: 16,037 shares; 2026Q2: 16,137 shares 16,137 $4.39M 0.56% +100 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,831 shares; 2024Q4: 60,142 shares; 2025Q1: 58,540 shares; 2025Q2: 55,811 shares; 2025Q3: 54,817 shares; 2025Q4: 53,198 shares; 2026Q1: 53,198 shares; 2026Q2: 52,952 shares 52,952 $4.3M 0.55% -246 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,742 shares 42,742 $4.3M 0.55% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,621 shares 46,621 $4.27M 0.55% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,825 shares 13,825 $4.17M 0.53% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,707 shares; 2024Q4: 44,802 shares; 2025Q1: 44,137 shares; 2025Q2: 45,242 shares; 2025Q3: 45,212 shares; 2025Q4: 45,277 shares; 2026Q1: 44,687 shares; 2026Q2: 44,927 shares 44,927 $4.15M 0.53% +240 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,130 shares; 2024Q4: 36,630 shares; 2025Q1: 38,630 shares; 2025Q2: 42,955 shares; 2025Q3: 44,655 shares; 2025Q4: 67,705 shares; 2026Q1: 80,455 shares; 2026Q2: 81,255 shares 81,255 $4.04M 0.52% +800 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,000 shares; 2024Q4: 35,635 shares; 2025Q1: 80,635 shares; 2025Q2: 95,395 shares; 2025Q3: 121,345 shares; 2025Q4: 161,930 shares; 2026Q1: 185,995 shares; 2026Q2: 198,375 shares 198,375 $3.88M 0.5% +12,380 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,635 shares; 2024Q4: 44,240 shares; 2025Q1: 45,335 shares; 2025Q2: 45,010 shares; 2025Q3: 47,949 shares; 2025Q4: 48,519 shares; 2026Q1: 45,114 shares; 2026Q2: 49,969 shares 49,969 $3.82M 0.49% +4,855 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,308 shares; 2024Q4: 18,308 shares; 2025Q1: 19,295 shares; 2025Q2: 18,443 shares; 2025Q3: 18,343 shares; 2025Q4: 27,723 shares; 2026Q1: 27,704 shares; 2026Q2: 27,355 shares 27,355 $3.74M 0.48% -349 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,750 shares; 2024Q4: 25,435 shares; 2025Q1: 26,580 shares; 2025Q2: 26,410 shares; 2025Q3: 26,634 shares; 2025Q4: 26,824 shares; 2026Q1: 25,795 shares; 2026Q2: 30,173 shares 30,173 $3.65M 0.47% +4,378 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,258 shares; 2024Q4: 6,238 shares; 2025Q1: 5,617 shares; 2025Q2: 5,617 shares; 2025Q3: 5,617 shares; 2025Q4: 5,617 shares; 2026Q1: 5,767 shares; 2026Q2: 5,767 shares 5,767 $3.6M 0.46% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,735 shares; 2025Q2: 8,735 shares; 2025Q3: 8,665 shares; 2025Q4: 8,665 shares; 2026Q1: 8,590 shares; 2026Q2: 8,280 shares 8,280 $3.59M 0.46% -310 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,412 shares; 2024Q4: 16,102 shares; 2025Q1: 16,775 shares; 2025Q2: 16,700 shares; 2025Q3: 17,135 shares; 2025Q4: 17,580 shares; 2026Q1: 15,692 shares; 2026Q2: 16,405 shares 16,405 $3.59M 0.46% +713 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,660 shares; 2024Q4: 55,515 shares; 2025Q1: 57,955 shares; 2025Q2: 57,630 shares; 2025Q3: 58,564 shares; 2025Q4: 59,009 shares; 2026Q1: 54,869 shares; 2026Q2: 55,450 shares 55,450 $3.47M 0.44% +581 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,366 shares; 2024Q4: 21,071 shares; 2025Q1: 20,546 shares; 2025Q2: 20,596 shares; 2025Q3: 20,421 shares; 2025Q4: 20,321 shares; 2026Q1: 20,314 shares; 2026Q2: 20,389 shares 20,389 $3.42M 0.44% +75 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,321 shares; 2024Q4: 42,591 shares; 2025Q1: 44,171 shares; 2025Q2: 43,921 shares; 2025Q3: 43,682 shares; 2025Q4: 44,922 shares; 2026Q1: 40,257 shares; 2026Q2: 40,903 shares 40,903 $3.4M 0.43% +646 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,516 shares; 2024Q4: 73,971 shares; 2025Q1: 77,781 shares; 2025Q2: 77,366 shares; 2025Q3: 85,936 shares; 2025Q4: 85,626 shares; 2026Q1: 76,334 shares; 2026Q2: 83,026 shares 83,026 $3.33M 0.43% +6,692 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,650 shares; 2025Q4: 144,600 shares; 2026Q1: 147,965 shares; 2026Q2: 149,365 shares 149,365 $3.31M 0.42% +1,400 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 5,970 shares; 2025Q1: 5,989 shares; 2025Q2: 6,254 shares; 2025Q3: 6,189 shares; 2025Q4: 6,049 shares; 2026Q1: 5,822 shares; 2026Q2: 5,709 shares 5,709 $3.22M 0.41% -113 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,815 shares; 2024Q4: 5,840 shares; 2025Q1: 5,917 shares; 2025Q2: 6,047 shares; 2025Q3: 6,132 shares; 2025Q4: 6,066 shares; 2026Q1: 6,184 shares; 2026Q2: 5,956 shares 5,956 $3.06M 0.39% -228 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 7,655 shares; 2025Q1: 7,905 shares; 2025Q2: 8,870 shares; 2025Q3: 8,870 shares; 2025Q4: 8,870 shares; 2026Q1: 9,264 shares; 2026Q2: 37,056 shares 37,056 $2.99M 0.38% +27,792 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,801 shares; 2025Q1: 3,319 shares; 2025Q2: 3,519 shares; 2025Q3: 3,531 shares; 2025Q4: 3,062 shares; 2026Q1: 3,104 shares; 2026Q2: 3,064 shares 3,064 $2.87M 0.37% -40 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,689 shares; 2024Q4: 8,371 shares; 2025Q1: 8,358 shares; 2025Q2: 7,960 shares; 2025Q3: 7,962 shares; 2025Q4: 7,944 shares; 2026Q1: 7,843 shares; 2026Q2: 9,344 shares 9,344 $2.81M 0.36% +1,501 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,540 shares; 2025Q4: 68,512 shares; 2026Q1: 61,629 shares; 2026Q2: 63,330 shares 63,330 $2.71M 0.35% +1,701 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,314 shares; 2024Q4: 73,349 shares; 2025Q1: 73,383 shares; 2025Q2: 73,419 shares; 2025Q3: 73,456 shares; 2025Q4: 73,493 shares; 2026Q1: 73,527 shares; 2026Q2: 73,560 shares 73,560 $2.7M 0.35% +33 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,315 shares; 2024Q4: 52,315 shares; 2025Q1: 61,915 shares; 2025Q2: 58,115 shares; 2025Q3: 58,115 shares; 2025Q4: 53,065 shares; 2026Q1: 53,065 shares; 2026Q2: 53,065 shares 53,065 $2.68M 0.34% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,570 shares; 2024Q4: 27,570 shares; 2025Q1: 26,770 shares; 2025Q2: 26,770 shares; 2025Q3: 26,770 shares; 2025Q4: 26,770 shares; 2026Q1: 28,020 shares; 2026Q2: 28,020 shares 28,020 $2.67M 0.34% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,216 shares; 2024Q4: 19,871 shares; 2025Q1: 17,826 shares; 2025Q2: 13,801 shares; 2025Q3: 12,556 shares; 2025Q4: 12,341 shares; 2026Q1: 12,241 shares; 2026Q2: 12,212 shares 12,212 $2.55M 0.33% -29 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,132 shares; 2024Q4: 125,532 shares; 2025Q1: 146,282 shares; 2025Q2: 142,622 shares; 2025Q3: 141,322 shares; 2025Q4: 106,662 shares; 2026Q1: 56,810 shares; 2026Q2: 49,060 shares 49,060 $2.5M 0.32% -7,750 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,605 shares; 2024Q4: 10,410 shares; 2025Q1: 10,875 shares; 2025Q2: 10,835 shares; 2025Q3: 10,724 shares; 2025Q4: 10,844 shares; 2026Q1: 10,069 shares; 2026Q2: 15,731 shares 15,731 $2.5M 0.32% +5,662 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,426 shares; 2024Q4: 49,526 shares; 2025Q1: 51,796 shares; 2025Q2: 51,516 shares; 2025Q3: 51,681 shares; 2025Q4: 52,401 shares; 2026Q1: 46,952 shares; 2026Q2: 52,552 shares 52,552 $2.49M 0.32% +5,600 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,004 shares; 2024Q4: 13,834 shares; 2025Q1: 14,544 shares; 2025Q2: 14,459 shares; 2025Q3: 14,794 shares; 2025Q4: 14,919 shares; 2026Q1: 14,150 shares; 2026Q2: 17,240 shares 17,240 $2.45M 0.31% +3,090 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,965 shares; 2026Q2: 79,873 shares 79,873 $2.41M 0.31% +9,908 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,958 shares; 2024Q4: 54,718 shares; 2025Q1: 57,253 shares; 2025Q2: 56,923 shares; 2025Q3: 56,503 shares; 2025Q4: 57,278 shares; 2026Q1: 52,550 shares; 2026Q2: 58,903 shares 58,903 $2.41M 0.31% +6,353 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,455 shares; 2025Q1: 58,055 shares; 2025Q2: 57,670 shares; 2025Q3: 57,165 shares; 2025Q4: 58,140 shares; 2026Q1: 57,160 shares; 2026Q2: 67,159 shares 67,159 $2.39M 0.3% +9,999 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,615 shares; 2024Q4: 10,425 shares; 2025Q1: 10,226 shares; 2025Q2: 10,166 shares; 2025Q3: 8,048 shares; 2025Q4: 6,888 shares; 2026Q1: 7,518 shares; 2026Q2: 7,403 shares 7,403 $2.36M 0.3% -115 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598 shares; 2024Q4: 1,732 shares; 2025Q1: 1,907 shares; 2025Q2: 1,952 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares; 2026Q1: 2,309 shares; 2026Q2: 2,324 shares 2,324 $2.35M 0.3% +15 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,060 shares; 2024Q4: 7,200 shares; 2025Q1: 7,020 shares; 2025Q2: 6,970 shares; 2025Q3: 6,450 shares; 2025Q4: 6,320 shares; 2026Q1: 6,320 shares; 2026Q2: 6,195 shares 6,195 $2.34M 0.3% -125 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,801 shares; 2024Q4: 9,031 shares; 2025Q1: 9,222 shares; 2025Q2: 8,462 shares; 2025Q3: 8,262 shares; 2025Q4: 8,100 shares; 2026Q1: 7,949 shares; 2026Q2: 7,834 shares 7,834 $2.3M 0.29% -115 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,457 shares; 2024Q4: 33,902 shares; 2025Q1: 35,527 shares; 2025Q2: 35,302 shares; 2025Q3: 34,922 shares; 2025Q4: 35,207 shares; 2026Q1: 34,131 shares; 2026Q2: 41,102 shares 41,102 $2.21M 0.28% +6,971 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,785 shares; 2026Q2: 92,855 shares 92,855 $2.16M 0.28% +3,070 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,481 shares; 2024Q4: 6,481 shares; 2025Q1: 6,481 shares; 2025Q2: 6,601 shares; 2025Q3: 6,521 shares; 2025Q4: 6,521 shares; 2026Q1: 6,219 shares; 2026Q2: 5,969 shares 5,969 $2.13M 0.27% -250 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,995 shares; 2025Q3: 8,105 shares; 2025Q4: 8,685 shares; 2026Q1: 9,345 shares; 2026Q2: 11,805 shares 11,805 $2.08M 0.27% +2,460 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,534 shares; 2024Q4: 7,109 shares; 2025Q1: 6,994 shares; 2025Q2: 6,739 shares; 2025Q3: 6,249 shares; 2025Q4: 5,929 shares; 2026Q1: 5,852 shares; 2026Q2: 5,852 shares 5,852 $2.01M 0.26% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,925 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,900 shares; 2026Q1: 5,375 shares; 2026Q2: 5,375 shares 5,375 $1.99M 0.25% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,151 shares; 2025Q2: 20,251 shares; 2025Q3: 20,251 shares; 2025Q4: 20,251 shares; 2026Q1: 20,487 shares; 2026Q2: 20,567 shares 20,567 $1.97M 0.25% +80 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,642 shares; 2024Q4: 9,518 shares; 2025Q1: 11,563 shares; 2025Q2: 23,950 shares; 2025Q3: 23,720 shares; 2025Q4: 23,533 shares; 2026Q1: 23,330 shares; 2026Q2: 21,560 shares 21,560 $1.96M 0.25% -1,770 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,532 shares; 2024Q4: 50,987 shares; 2025Q1: 53,292 shares; 2025Q2: 53,047 shares; 2025Q3: 50,627 shares; 2025Q4: 50,877 shares; 2026Q1: 49,957 shares; 2026Q2: 59,773 shares 59,773 $1.92M 0.24% +9,816 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,647 shares; 2024Q4: 20,882 shares; 2025Q1: 21,742 shares; 2025Q2: 21,617 shares; 2025Q3: 20,413 shares; 2025Q4: 20,603 shares; 2026Q1: 19,043 shares; 2026Q2: 18,836 shares 18,836 $1.89M 0.24% -207 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,793 shares; 2024Q4: 57,673 shares; 2025Q1: 60,123 shares; 2025Q2: 59,758 shares; 2025Q3: 59,587 shares; 2025Q4: 60,052 shares; 2026Q1: 55,015 shares; 2026Q2: 55,094 shares 55,094 $1.84M 0.23% +79 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,920 shares; 2024Q4: 24,748 shares; 2025Q1: 24,643 shares; 2025Q2: 24,643 shares; 2025Q3: 24,643 shares; 2025Q4: 24,643 shares; 2026Q1: 24,643 shares; 2026Q2: 24,523 shares 24,523 $1.79M 0.23% -120 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,157 shares; 2024Q4: 63,470 shares; 2025Q1: 63,470 shares; 2025Q2: 63,470 shares; 2025Q3: 63,470 shares; 2025Q4: 64,723 shares; 2026Q1: 64,723 shares; 2026Q2: 59,723 shares 59,723 $1.76M 0.22% -5,000 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,014 shares; 2024Q4: 21,774 shares; 2025Q1: 18,336 shares; 2025Q2: 17,481 shares; 2025Q3: 14,381 shares; 2025Q4: 13,921 shares; 2026Q1: 13,721 shares; 2026Q2: 12,766 shares 12,766 $1.73M 0.22% -955 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,140 shares; 2024Q4: 5,140 shares; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,645 shares; 2026Q2: 4,360 shares 4,360 $1.72M 0.22% -285 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,431 shares; 2024Q4: 36,431 shares; 2025Q1: 36,131 shares; 2025Q2: 36,131 shares; 2025Q3: 36,031 shares; 2025Q4: 36,031 shares; 2026Q1: 35,386 shares; 2026Q2: 35,386 shares 35,386 $1.68M 0.21% 0 Timeline LNN LINDSAY CORP More: the full row for LINDSAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,270 shares; 2025Q4: 12,440 shares; 2026Q1: 11,567 shares; 2026Q2: 13,479 shares 13,479 $1.67M 0.21% +1,912 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,360 shares; 2024Q4: 6,660 shares; 2025Q1: 7,218 shares; 2025Q2: 7,218 shares; 2025Q3: 7,218 shares; 2025Q4: 7,388 shares; 2026Q1: 7,563 shares; 2026Q2: 7,563 shares 7,563 $1.65M 0.21% 0 Timeline RDVT RED VIOLET INC More: the full row for RED VIOLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,180 shares; 2026Q2: 25,478 shares 25,478 $1.62M 0.21% +298 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,749 shares; 2024Q4: 9,549 shares; 2025Q1: 9,549 shares; 2025Q2: 9,549 shares; 2025Q3: 9,549 shares; 2025Q4: 9,549 shares; 2026Q1: 9,549 shares; 2026Q2: 27,856 shares 27,856 $1.59M 0.2% +18,307 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,710 shares; 2026Q1: 39,445 shares; 2026Q2: 39,523 shares 39,523 $1.55M 0.2% +78 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,603 shares; 2024Q4: 26,068 shares; 2025Q1: 27,148 shares; 2025Q2: 26,988 shares; 2025Q3: 26,735 shares; 2025Q4: 27,085 shares; 2026Q1: 24,864 shares; 2026Q2: 24,882 shares 24,882 $1.51M 0.19% +18 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,803 shares; 2024Q4: 12,563 shares; 2025Q1: 26,666 shares; 2025Q2: 26,511 shares; 2025Q3: 26,280 shares; 2025Q4: 26,460 shares; 2026Q1: 24,021 shares; 2026Q2: 25,543 shares 25,543 $1.51M 0.19% +1,522 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,969 shares; 2024Q4: 6,019 shares; 2025Q1: 6,614 shares; 2025Q2: 6,614 shares; 2025Q3: 6,254 shares; 2025Q4: 6,134 shares; 2026Q1: 5,834 shares; 2026Q2: 5,885 shares 5,885 $1.4M 0.18% +51 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,715 shares; 2024Q4: 5,595 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 5,629 shares; 2025Q4: 5,589 shares; 2026Q1: 5,589 shares; 2026Q2: 5,589 shares 5,589 $1.36M 0.17% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,575 shares; 2024Q4: 12,981 shares; 2025Q1: 13,137 shares; 2025Q2: 13,537 shares; 2025Q3: 13,407 shares; 2025Q4: 12,654 shares; 2026Q1: 12,657 shares; 2026Q2: 12,867 shares 12,867 $1.34M 0.17% +210 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 3,900 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,700 shares 3,700 $1.33M 0.17% +50 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,298 shares; 2024Q4: 8,298 shares; 2025Q1: 8,298 shares; 2025Q2: 8,298 shares; 2025Q3: 8,298 shares; 2025Q4: 8,298 shares; 2026Q1: 8,298 shares; 2026Q2: 8,298 shares 8,298 $1.3M 0.17% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,398 shares; 2024Q4: 24,098 shares; 2025Q1: 24,277 shares; 2025Q2: 23,742 shares; 2025Q3: 18,617 shares; 2025Q4: 16,867 shares; 2026Q1: 16,348 shares; 2026Q2: 16,038 shares 16,038 $1.27M 0.16% -310 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,710 shares; 2024Q4: 18,940 shares; 2025Q1: 19,765 shares; 2025Q2: 19,655 shares; 2025Q3: 19,464 shares; 2025Q4: 19,729 shares; 2026Q1: 18,374 shares; 2026Q2: 18,163 shares 18,163 $1.25M 0.16% -211 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,595 shares; 2024Q4: 21,795 shares; 2025Q1: 21,795 shares; 2025Q2: 21,795 shares; 2025Q3: 21,545 shares; 2025Q4: 21,545 shares; 2026Q1: 21,545 shares; 2026Q2: 21,545 shares 21,545 $1.24M 0.16% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,294 shares; 2024Q4: 14,294 shares; 2025Q1: 14,294 shares; 2025Q2: 14,294 shares; 2025Q3: 13,319 shares; 2025Q4: 13,119 shares; 2026Q1: 13,119 shares; 2026Q2: 12,969 shares 12,969 $1.24M 0.16% -150 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,170 shares; 2024Q4: 5,170 shares; 2025Q1: 7,920 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 7,120 shares; 2026Q1: 8,045 shares; 2026Q2: 11,295 shares 11,295 $1.13M 0.14% +3,250 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,745 shares; 2024Q4: 13,745 shares; 2025Q1: 13,770 shares; 2025Q2: 13,770 shares; 2025Q3: 13,770 shares; 2025Q4: 13,510 shares; 2026Q1: 14,365 shares; 2026Q2: 14,165 shares 14,165 $1.09M 0.14% -200 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,485 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,791 shares; 2025Q3: 6,791 shares; 2025Q4: 6,791 shares; 2026Q1: 6,881 shares; 2026Q2: 6,881 shares 6,881 $1.09M 0.14% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,513 shares; 2024Q4: 9,328 shares; 2025Q1: 9,243 shares; 2025Q2: 9,008 shares; 2025Q3: 7,853 shares; 2025Q4: 6,778 shares; 2026Q1: 6,453 shares; 2026Q2: 6,338 shares 6,338 $1.06M 0.13% -115 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,261 shares; 2024Q4: 4,324 shares; 2025Q1: 4,445 shares; 2025Q2: 5,966 shares; 2025Q3: 5,817 shares; 2025Q4: 5,679 shares; 2026Q1: 5,739 shares; 2026Q2: 5,739 shares 5,739 $1.06M 0.13% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,405 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares; 2026Q2: 1,402 shares 1,402 $1.05M 0.13% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565 shares; 2024Q4: 4,157 shares; 2025Q1: 3,815 shares; 2025Q2: 3,715 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares; 2026Q1: 3,653 shares; 2026Q2: 3,653 shares 3,653 $1.03M 0.13% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,501 shares; 2024Q4: 4,400 shares; 2025Q1: 4,549 shares; 2025Q2: 5,022 shares; 2025Q3: 5,027 shares; 2025Q4: 2,765 shares; 2026Q1: 2,680 shares; 2026Q2: 2,345 shares 2,345 $955K 0.12% -335 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,970 shares; 2024Q4: 25,340 shares; 2025Q1: 24,540 shares; 2025Q2: 24,540 shares; 2025Q3: 20,065 shares; 2025Q4: 18,965 shares; 2026Q1: 18,800 shares; 2026Q2: 17,550 shares 17,550 $933K 0.12% -1,250 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,675 shares; 2024Q4: 8,675 shares; 2025Q1: 8,675 shares; 2025Q2: 8,675 shares; 2025Q3: 8,675 shares; 2025Q4: 8,675 shares; 2026Q1: 8,675 shares; 2026Q2: 8,675 shares 8,675 $924K 0.12% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,410 shares; 2024Q4: 7,410 shares; 2025Q1: 7,910 shares; 2025Q2: 7,910 shares; 2025Q3: 7,910 shares; 2025Q4: 7,910 shares; 2026Q1: 7,910 shares; 2026Q2: 7,910 shares 7,910 $851K 0.11% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,202 shares; 2024Q4: 11,262 shares; 2025Q1: 11,152 shares; 2025Q2: 11,272 shares; 2025Q3: 2,742 shares; 2025Q4: 2,361 shares; 2026Q1: 2,391 shares; 2026Q2: 2,047 shares 2,047 $851K 0.11% -344 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares; 2026Q1: 1,684 shares; 2026Q2: 1,684 shares 1,684 $834K 0.11% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,740 shares; 2024Q4: 8,090 shares; 2025Q1: 6,714 shares; 2025Q2: 5,914 shares; 2025Q3: 5,564 shares; 2025Q4: 5,535 shares; 2026Q1: 5,535 shares; 2026Q2: 5,160 shares 5,160 $819K 0.1% -375 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,104 shares; 2024Q4: 11,104 shares; 2025Q1: 11,260 shares; 2025Q2: 11,260 shares; 2025Q3: 11,260 shares; 2025Q4: 11,260 shares; 2026Q1: 11,260 shares; 2026Q2: 11,260 shares 11,260 $802K 0.1% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,981 shares; 2024Q4: 3,931 shares; 2025Q1: 3,821 shares; 2025Q2: 3,821 shares; 2025Q3: 2,896 shares; 2025Q4: 2,646 shares; 2026Q1: 2,596 shares; 2026Q2: 2,296 shares 2,296 $791K 0.1% -300 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $750K 0.1% 0 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,715 shares; 2025Q1: 71,975 shares; 2025Q2: 71,555 shares; 2025Q3: 70,975 shares; 2025Q4: 71,995 shares; 2026Q1: 94,233 shares; 2026Q2: 64,251 shares 64,251 $747K 0.1% -29,982 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,336 shares; 2026Q2: 5,336 shares 5,336 $745K 0.1% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,313 shares; 2025Q4: 2,219 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $709K 0.09% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $702K 0.09% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,810 shares; 2024Q4: 13,810 shares; 2025Q1: 13,510 shares; 2025Q2: 13,510 shares; 2025Q3: 10,850 shares; 2025Q4: 9,750 shares; 2026Q1: 9,750 shares; 2026Q2: 9,150 shares 9,150 $698K 0.09% -600 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 7,625 shares; 2026Q2: 7,625 shares 7,625 $691K 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,664 shares; 2024Q4: 28,180 shares; 2025Q1: 27,890 shares; 2025Q2: 28,890 shares; 2025Q3: 29,045 shares; 2025Q4: 28,750 shares; 2026Q1: 28,750 shares; 2026Q2: 28,651 shares 28,651 $690K 0.09% -99 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares 1,413 $675K 0.09% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,716 shares; 2024Q4: 6,636 shares; 2025Q1: 6,636 shares; 2025Q2: 6,636 shares; 2025Q3: 6,636 shares; 2025Q4: 6,636 shares; 2026Q1: 6,636 shares; 2026Q2: 6,596 shares 6,596 $635K 0.08% -40 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,565 shares 1,565 $621K 0.08% +50 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,800 shares; 2026Q2: 5,900 shares 5,900 $614K 0.08% +100 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,953 shares; 2024Q4: 2,853 shares; 2025Q1: 3,403 shares; 2025Q2: 2,873 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 2,813 shares 2,813 $609K 0.08% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,328 shares; 2024Q4: 16,655 shares; 2025Q1: 16,655 shares; 2025Q2: 16,655 shares; 2025Q3: 16,655 shares; 2025Q4: 16,655 shares; 2026Q1: 16,655 shares; 2026Q2: 16,655 shares 16,655 $602K 0.08% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,935 shares; 2024Q4: 11,690 shares; 2025Q1: 12,195 shares; 2025Q2: 12,090 shares; 2025Q3: 12,135 shares; 2025Q4: 11,650 shares; 2026Q1: 1,304 shares; 2026Q2: 1,242 shares 1,242 $575K 0.07% -62 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,057 shares; 2024Q4: 3,057 shares; 2025Q1: 3,069 shares; 2025Q2: 3,189 shares; 2025Q3: 2,869 shares; 2025Q4: 3,015 shares; 2026Q1: 3,471 shares; 2026Q2: 3,471 shares 3,471 $575K 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $572K 0.07% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $556K 0.07% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,345 shares; 2024Q4: 24,625 shares; 2025Q1: 24,610 shares; 2025Q2: 25,340 shares; 2025Q3: 23,810 shares; 2025Q4: 24,670 shares; 2026Q1: 25,115 shares; 2026Q2: 22,790 shares 22,790 $546K 0.07% -2,325 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,459 shares; 2024Q4: 7,459 shares; 2025Q1: 7,459 shares; 2025Q2: 6,959 shares; 2025Q3: 6,959 shares; 2025Q4: 6,914 shares; 2026Q1: 6,714 shares; 2026Q2: 6,714 shares 6,714 $523K 0.07% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,534 shares; 2024Q4: 16,259 shares; 2025Q1: 10,391 shares; 2025Q2: 8,231 shares; 2025Q3: 6,306 shares; 2025Q4: 6,652 shares; 2026Q1: 6,652 shares; 2026Q2: 5,832 shares 5,832 $512K 0.07% -820 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,395 shares; 2026Q1: 3,395 shares; 2026Q2: 3,395 shares 3,395 $510K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,766 shares; 2025Q1: 1,726 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares; 2026Q2: 1,626 shares 1,626 $509K 0.07% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,076 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 1,968 shares; 2026Q2: 1,968 shares 1,968 $503K 0.06% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,378 shares; 2024Q4: 5,078 shares; 2025Q1: 4,973 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares; 2025Q4: 3,153 shares; 2026Q1: 3,153 shares; 2026Q2: 3,153 shares 3,153 $499K 0.06% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,960 shares; 2024Q4: 16,960 shares; 2025Q1: 16,960 shares; 2025Q2: 16,960 shares; 2025Q3: 16,960 shares; 2025Q4: 16,960 shares; 2026Q1: 16,960 shares; 2026Q2: 16,960 shares 16,960 $478K 0.06% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $449K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,278 shares; 2025Q2: 2,313 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares; 2026Q1: 2,315 shares; 2026Q2: 2,315 shares 2,315 $439K 0.06% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,885 shares; 2024Q4: 21,835 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,269 shares; 2025Q4: 2,269 shares; 2026Q1: 2,246 shares; 2026Q2: 2,231 shares 2,231 $431K 0.06% -15 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,031 shares; 2024Q4: 8,047 shares; 2025Q1: 7,981 shares; 2025Q2: 7,981 shares; 2025Q3: 7,981 shares; 2025Q4: 7,681 shares; 2026Q1: 7,681 shares; 2026Q2: 5,564 shares 5,564 $402K 0.05% -2,117 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,608 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares; 2026Q1: 4,608 shares; 2026Q2: 4,608 shares 4,608 $401K 0.05% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $396K 0.05% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,245 shares; 2025Q1: 4,125 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares; 2026Q1: 4,525 shares; 2026Q2: 4,050 shares 4,050 $391K 0.05% -475 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,055 shares; 2025Q4: 1,100 shares; 2026Q1: 1,140 shares; 2026Q2: 1,370 shares 1,370 $389K 0.05% +230 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,325 shares; 2024Q4: 5,325 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 5,325 shares; 2026Q1: 5,325 shares; 2026Q2: 5,325 shares 5,325 $385K 0.05% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,730 shares; 2024Q4: 4,830 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 5,032 shares; 2026Q1: 5,032 shares; 2026Q2: 5,032 shares 5,032 $385K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,629 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $384K 0.05% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 838 shares; 2026Q1: 808 shares; 2026Q2: 716 shares 716 $358K 0.05% -92 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares 815 $352K 0.04% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,259 shares; 2025Q4: 1,259 shares; 2026Q1: 1,259 shares; 2026Q2: 1,240 shares 1,240 $347K 0.04% -19 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,975 shares; 2024Q4: 6,975 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 6,975 shares; 2026Q1: 6,975 shares; 2026Q2: 6,975 shares 6,975 $345K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares; 2026Q2: 1,218 shares 1,218 $336K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares; 2026Q2: 1,826 shares 1,826 $330K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares; 2026Q2: 2,189 shares 2,189 $313K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $312K 0.04% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares; 2026Q1: 15,100 shares; 2026Q2: 15,100 shares 15,100 $295K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 669 shares 669 $285K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,474 shares; 2025Q1: 15,974 shares; 2025Q2: 15,974 shares; 2025Q3: 16,824 shares; 2025Q4: 16,524 shares; 2026Q1: 16,524 shares; 2026Q2: 13,747 shares 13,747 $285K 0.04% -2,777 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,853 shares; 2025Q2: 1,753 shares; 2025Q3: 1,733 shares; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 1,383 shares 1,383 $256K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,079 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares; 2026Q2: 689 shares 689 $250K 0.03% -210 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,560 shares; 2024Q4: 10,532 shares; 2025Q1: 9,809 shares; 2025Q2: 9,841 shares; 2025Q3: 7,371 shares; 2025Q4: 7,371 shares; 2026Q1: 7,371 shares; 2026Q2: 5,670 shares 5,670 $240K 0.03% -1,701 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $236K 0.03% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 4,555 shares; 2025Q1: 4,675 shares; 2025Q2: 4,715 shares; 2025Q3: not reported; 2025Q4: 2,735 shares; 2026Q1: 2,635 shares; 2026Q2: 2,635 shares 2,635 $232K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116 shares 116 $231K 0.03% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,340 shares 2,340 $226K 0.03% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,975 shares; 2026Q2: 6,975 shares 6,975 $221K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,150 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 1,850 shares; 2025Q4: 2,050 shares; 2026Q1: 1,770 shares; 2026Q2: 1,870 shares 1,870 $218K 0.03% +100 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,719 shares 4,719 $210K 0.03% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $152K 0.02% 0 Timeline