AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,586 shares; 2024Q4: 105,664 shares; 2025Q1: 104,005 shares; 2025Q2: 105,430 shares; 2025Q3: 105,223 shares; 2025Q4: 104,425 shares; 2026Q1: 101,596 shares; 2026Q2: 98,929 shares 98,929 $28.6M 7.7% -2,667 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,689 shares; 2024Q4: 85,357 shares; 2025Q1: 86,173 shares; 2025Q2: 94,218 shares; 2025Q3: 102,727 shares; 2025Q4: 109,232 shares; 2026Q1: 121,740 shares; 2026Q2: 127,278 shares 127,278 $20.9M 5.62% +5,538 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: 103,526 shares; 2024Q4: 100,412 shares; 2025Q1: 100,952 shares; 2025Q2: 101,471 shares; 2025Q3: 101,564 shares; 2025Q4: 101,355 shares; 2026Q1: 100,413 shares; 2026Q2: 100,186 shares 100,186 $20M 5.39% -227 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: 17,368 shares; 2024Q4: 17,261 shares; 2025Q1: 17,239 shares; 2025Q2: 17,631 shares; 2025Q3: 17,591 shares; 2025Q4: 17,387 shares; 2026Q1: 17,036 shares; 2026Q2: 15,530 shares 15,530 $11.6M 3.12% -1,506 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,201 shares; 2024Q4: 122,701 shares; 2025Q1: 122,136 shares; 2025Q2: 124,374 shares; 2025Q3: 123,427 shares; 2025Q4: 122,961 shares; 2026Q1: 121,828 shares; 2026Q2: 117,942 shares 117,942 $11.1M 3% -3,886 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: 29,513 shares; 2024Q4: 29,571 shares; 2025Q1: 29,365 shares; 2025Q2: 29,089 shares; 2025Q3: 29,007 shares; 2025Q4: 27,753 shares; 2026Q1: 27,487 shares; 2026Q2: 27,414 shares 27,414 $9.69M 2.61% -73 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: 8,411 shares; 2024Q4: 8,417 shares; 2025Q1: 8,458 shares; 2025Q2: 8,783 shares; 2025Q3: 8,466 shares; 2025Q4: 8,258 shares; 2026Q1: 8,202 shares; 2026Q2: 7,800 shares 7,800 $8.31M 2.23% -402 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: 9,819 shares; 2024Q4: 9,628 shares; 2025Q1: 9,457 shares; 2025Q2: 9,702 shares; 2025Q3: 9,658 shares; 2025Q4: 9,808 shares; 2026Q1: 9,855 shares; 2026Q2: 9,985 shares 9,985 $7.35M 1.98% +130 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: 19,927 shares; 2024Q4: 19,607 shares; 2025Q1: 19,496 shares; 2025Q2: 19,434 shares; 2025Q3: 19,289 shares; 2025Q4: 18,887 shares; 2026Q1: 19,382 shares; 2026Q2: 18,770 shares 18,770 $7M 1.88% -612 Timeline BRK-A 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $6.74M 1.81% 0 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: 50,009 shares; 2024Q4: 48,274 shares; 2025Q1: 50,617 shares; 2025Q2: 51,435 shares; 2025Q3: 49,299 shares; 2025Q4: 48,938 shares; 2026Q1: 47,166 shares; 2026Q2: 48,183 shares 48,183 $6.59M 1.77% +1,017 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: 27,305 shares; 2024Q4: 26,989 shares; 2025Q1: 26,917 shares; 2025Q2: 26,856 shares; 2025Q3: 26,072 shares; 2025Q4: 26,531 shares; 2026Q1: 25,207 shares; 2026Q2: 24,344 shares 24,344 $6.13M 1.65% -863 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,962 shares; 2024Q4: 76,028 shares; 2025Q1: 78,008 shares; 2025Q2: 81,630 shares; 2025Q3: 85,262 shares; 2025Q4: 87,734 shares; 2026Q1: 89,651 shares; 2026Q2: 77,902 shares 77,902 $5.9M 1.59% -11,749 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: 23,823 shares; 2024Q4: 23,431 shares; 2025Q1: 23,393 shares; 2025Q2: 23,260 shares; 2025Q3: 22,773 shares; 2025Q4: 22,737 shares; 2026Q1: 23,974 shares; 2026Q2: 24,368 shares 24,368 $5.81M 1.56% +394 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: 16,275 shares; 2024Q4: 16,171 shares; 2025Q1: 16,129 shares; 2025Q2: 16,631 shares; 2025Q3: 16,711 shares; 2025Q4: 17,034 shares; 2026Q1: 17,225 shares; 2026Q2: 17,294 shares 17,294 $5.66M 1.52% +69 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,359 shares; 2024Q4: 25,038 shares; 2025Q1: 26,099 shares; 2025Q2: 27,493 shares; 2025Q3: 28,789 shares; 2025Q4: 28,877 shares; 2026Q1: 30,090 shares; 2026Q2: 29,673 shares 29,673 $5.58M 1.5% -417 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: 6,991 shares; 2024Q4: 7,078 shares; 2025Q1: 7,108 shares; 2025Q2: 7,036 shares; 2025Q3: 7,168 shares; 2025Q4: 7,149 shares; 2026Q1: 7,226 shares; 2026Q2: 7,394 shares 7,394 $5.54M 1.49% +168 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: 14,184 shares; 2024Q4: 14,178 shares; 2025Q1: 14,970 shares; 2025Q2: 15,426 shares; 2025Q3: 15,526 shares; 2025Q4: 14,855 shares; 2026Q1: 14,652 shares; 2026Q2: 14,654 shares 14,654 $5.24M 1.41% +2 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: 12,275 shares; 2024Q4: 12,081 shares; 2025Q1: 12,036 shares; 2025Q2: 12,022 shares; 2025Q3: 11,082 shares; 2025Q4: 11,083 shares; 2026Q1: 10,290 shares; 2026Q2: 10,386 shares 10,386 $5.2M 1.4% +96 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: 20,308 shares; 2024Q4: 20,032 shares; 2025Q1: 19,702 shares; 2025Q2: 19,278 shares; 2025Q3: 20,621 shares; 2025Q4: 20,445 shares; 2026Q1: 18,983 shares; 2026Q2: 18,975 shares 18,975 $4.82M 1.3% -8 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: 29,429 shares; 2024Q4: 29,414 shares; 2025Q1: 30,687 shares; 2025Q2: 30,953 shares; 2025Q3: 30,928 shares; 2025Q4: 30,294 shares; 2026Q1: 30,286 shares; 2026Q2: 30,330 shares 30,330 $4.79M 1.29% +44 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: 28,173 shares; 2024Q4: 27,981 shares; 2025Q1: 27,898 shares; 2025Q2: 29,201 shares; 2025Q3: 30,818 shares; 2025Q4: 30,661 shares; 2026Q1: 31,827 shares; 2026Q2: 32,389 shares 32,389 $4.75M 1.28% +562 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,570 shares; 2024Q4: 13,138 shares; 2025Q1: 13,623 shares; 2025Q2: 14,370 shares; 2025Q3: 13,801 shares; 2025Q4: 13,727 shares; 2026Q1: 14,006 shares; 2026Q2: 12,626 shares 12,626 $4.31M 1.16% -1,380 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: 28,498 shares; 2024Q4: 28,524 shares; 2025Q1: 28,977 shares; 2025Q2: 29,257 shares; 2025Q3: 29,184 shares; 2025Q4: 29,260 shares; 2026Q1: 29,174 shares; 2026Q2: 29,782 shares 29,782 $4.26M 1.15% +608 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,941 shares; 2024Q4: 11,737 shares; 2025Q1: 11,737 shares; 2025Q2: 15,390 shares; 2025Q3: 15,177 shares; 2025Q4: 13,652 shares; 2026Q1: 15,116 shares; 2026Q2: 13,181 shares 13,181 $3.37M 0.91% -1,935 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: 28,775 shares; 2024Q4: 27,264 shares; 2025Q1: 25,934 shares; 2025Q2: 27,449 shares; 2025Q3: 28,751 shares; 2025Q4: 28,611 shares; 2026Q1: 28,282 shares; 2026Q2: 27,971 shares 27,971 $3.29M 0.88% -311 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 55,208 shares; 2025Q4: 58,902 shares; 2026Q1: 70,514 shares; 2026Q2: 78,944 shares 78,944 $3.2M 0.86% +8,430 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: 11,271 shares; 2024Q4: 11,131 shares; 2025Q1: 11,588 shares; 2025Q2: 11,481 shares; 2025Q3: 12,349 shares; 2025Q4: 12,935 shares; 2026Q1: 13,234 shares; 2026Q2: 11,063 shares 11,063 $3.11M 0.84% -2,171 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,382 shares; 2024Q4: 21,881 shares; 2025Q1: 24,733 shares; 2025Q2: 21,943 shares; 2025Q3: 53,990 shares; 2025Q4: 53,443 shares; 2026Q1: 57,899 shares; 2026Q2: 61,488 shares 61,488 $2.99M 0.8% +3,589 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: 12,305 shares; 2024Q4: 12,312 shares; 2025Q1: 12,238 shares; 2025Q2: 11,962 shares; 2025Q3: 11,799 shares; 2025Q4: 12,442 shares; 2026Q1: not reported; 2026Q2: 12,258 shares 12,258 $2.9M 0.78% new 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: 58,199 shares; 2024Q4: 59,309 shares; 2025Q1: 58,776 shares; 2025Q2: 60,909 shares; 2025Q3: 62,923 shares; 2025Q4: 65,137 shares; 2026Q1: 67,525 shares; 2026Q2: 66,588 shares 66,588 $2.82M 0.76% -937 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: 2,985 shares; 2024Q4: 2,965 shares; 2025Q1: 2,962 shares; 2025Q2: 3,041 shares; 2025Q3: 2,838 shares; 2025Q4: 2,888 shares; 2026Q1: 2,966 shares; 2026Q2: 2,980 shares 2,980 $2.79M 0.75% +14 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,957 shares; 2024Q4: 19,440 shares; 2025Q1: 18,502 shares; 2025Q2: 18,505 shares; 2025Q3: 18,517 shares; 2025Q4: 18,520 shares; 2026Q1: 19,112 shares; 2026Q2: 19,914 shares 19,914 $2.74M 0.74% +802 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,651 shares; 2024Q4: 26,748 shares; 2025Q1: 26,543 shares; 2025Q2: 25,959 shares; 2025Q3: 19,430 shares; 2025Q4: 19,301 shares; 2026Q1: 18,527 shares; 2026Q2: 18,338 shares 18,338 $2.72M 0.73% -189 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F 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: 87,526 shares 87,526 $2.65M 0.71% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,420 shares; 2024Q4: 54,144 shares; 2025Q1: 71,081 shares; 2025Q2: 97,869 shares; 2025Q3: 119,670 shares; 2025Q4: 148,718 shares; 2026Q1: 179,814 shares; 2026Q2: 103,611 shares 103,611 $2.62M 0.7% -76,203 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,029 shares; 2024Q4: 48,083 shares; 2025Q1: 66,402 shares; 2025Q2: 93,308 shares; 2025Q3: 115,756 shares; 2025Q4: 145,878 shares; 2026Q1: 185,624 shares; 2026Q2: 109,627 shares 109,627 $2.54M 0.68% -75,997 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,038 shares; 2024Q4: 60,144 shares; 2025Q1: 88,869 shares; 2025Q2: 104,396 shares; 2025Q3: 129,043 shares; 2025Q4: 156,625 shares; 2026Q1: 187,025 shares; 2026Q2: 104,825 shares 104,825 $2.54M 0.68% -82,200 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: 7,769 shares; 2024Q4: 7,684 shares; 2025Q1: 7,641 shares; 2025Q2: 7,610 shares; 2025Q3: 7,431 shares; 2025Q4: 7,008 shares; 2026Q1: 7,009 shares; 2026Q2: 7,009 shares 7,009 $2.54M 0.68% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,401 shares; 2024Q4: 6,368 shares; 2025Q1: 6,385 shares; 2025Q2: 5,715 shares; 2025Q3: 5,543 shares; 2025Q4: 5,489 shares; 2026Q1: 5,443 shares; 2026Q2: 4,918 shares 4,918 $2.47M 0.66% -525 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: 14,297 shares; 2024Q4: 14,416 shares; 2025Q1: 14,182 shares; 2025Q2: 13,162 shares; 2025Q3: 12,929 shares; 2025Q4: 12,765 shares; 2026Q1: 12,746 shares; 2026Q2: 12,716 shares 12,716 $2.41M 0.65% -30 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: 5,710 shares; 2024Q4: 5,720 shares; 2025Q1: 6,543 shares; 2025Q2: 6,707 shares; 2025Q3: 6,432 shares; 2025Q4: 6,478 shares; 2026Q1: 6,361 shares; 2026Q2: 6,313 shares 6,313 $2.34M 0.63% -48 Timeline IDV 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: 40,164 shares; 2026Q1: 50,422 shares; 2026Q2: 55,501 shares 55,501 $2.3M 0.62% +5,079 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: 11,223 shares; 2024Q4: 11,117 shares; 2025Q1: 10,842 shares; 2025Q2: 10,988 shares; 2025Q3: 10,858 shares; 2025Q4: 10,660 shares; 2026Q1: 10,760 shares; 2026Q2: 10,365 shares 10,365 $2.29M 0.61% -395 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,496 shares; 2025Q1: 3,498 shares; 2025Q2: 3,499 shares; 2025Q3: 3,560 shares; 2025Q4: 3,611 shares; 2026Q1: 3,632 shares; 2026Q2: 3,582 shares 3,582 $2.27M 0.61% -50 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,170 shares; 2024Q4: 25,300 shares; 2025Q1: 25,552 shares; 2025Q2: 24,702 shares; 2025Q3: 23,525 shares; 2025Q4: 22,508 shares; 2026Q1: 21,978 shares; 2026Q2: 21,406 shares 21,406 $2.23M 0.6% -572 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: 12,911 shares; 2024Q4: 13,003 shares; 2025Q1: 13,594 shares; 2025Q2: 13,830 shares; 2025Q3: 14,500 shares; 2025Q4: 14,429 shares; 2026Q1: 13,899 shares; 2026Q2: 13,329 shares 13,329 $2.21M 0.59% -570 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,444 shares; 2024Q4: 17,450 shares; 2025Q1: 17,438 shares; 2025Q2: 17,407 shares; 2025Q3: 17,412 shares; 2025Q4: 17,298 shares; 2026Q1: 16,943 shares; 2026Q2: 16,760 shares 16,760 $2.12M 0.57% -183 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,649 shares; 2024Q4: 9,517 shares; 2025Q1: 8,675 shares; 2025Q2: 7,179 shares; 2025Q3: 6,629 shares; 2025Q4: 6,541 shares; 2026Q1: 6,342 shares; 2026Q2: 6,134 shares 6,134 $2.12M 0.57% -208 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: 13,644 shares; 2024Q4: 13,796 shares; 2025Q1: 13,596 shares; 2025Q2: 13,718 shares; 2025Q3: 13,809 shares; 2025Q4: 13,255 shares; 2026Q1: 13,493 shares; 2026Q2: 13,500 shares 13,500 $2.11M 0.57% +7 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: 6,887 shares; 2024Q4: 6,849 shares; 2025Q1: 6,639 shares; 2025Q2: 5,919 shares; 2025Q3: 6,022 shares; 2025Q4: 6,039 shares; 2026Q1: 6,447 shares; 2026Q2: 5,982 shares 5,982 $2.05M 0.55% -465 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: 1,558 shares; 2024Q4: 1,559 shares; 2025Q1: 1,569 shares; 2025Q2: 1,583 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares; 2026Q1: 1,753 shares; 2026Q2: 1,708 shares 1,708 $2.05M 0.55% -45 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,719 shares; 2024Q4: 11,221 shares; 2025Q1: 10,119 shares; 2025Q2: 9,529 shares; 2025Q3: 9,335 shares; 2025Q4: 8,942 shares; 2026Q1: 8,986 shares; 2026Q2: 9,018 shares 9,018 $2.05M 0.55% +32 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: 21,540 shares; 2024Q4: 21,153 shares; 2025Q1: 21,069 shares; 2025Q2: 24,553 shares; 2025Q3: 24,933 shares; 2025Q4: 25,067 shares; 2026Q1: 24,282 shares; 2026Q2: 21,670 shares 21,670 $1.97M 0.53% -2,612 Timeline IBDV 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: 54,117 shares; 2025Q4: 81,382 shares; 2026Q1: 157,166 shares; 2026Q2: 88,278 shares 88,278 $1.92M 0.52% -68,888 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: 24,755 shares; 2024Q4: 24,057 shares; 2025Q1: 21,323 shares; 2025Q2: 20,623 shares; 2025Q3: 13,397 shares; 2025Q4: 13,397 shares; 2026Q1: 13,397 shares; 2026Q2: 13,457 shares 13,457 $1.88M 0.51% +60 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,081 shares; 2025Q1: 19,208 shares; 2025Q2: 19,252 shares; 2025Q3: 41,891 shares; 2025Q4: 44,089 shares; 2026Q1: 47,908 shares; 2026Q2: 49,654 shares 49,654 $1.86M 0.5% +1,746 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,648 shares; 2024Q4: 57,413 shares; 2025Q1: 65,981 shares; 2025Q2: 67,843 shares; 2025Q3: 71,930 shares; 2025Q4: 89,116 shares; 2026Q1: 103,561 shares; 2026Q2: 52,900 shares 52,900 $1.83M 0.49% -50,661 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: 17,653 shares; 2024Q4: 17,577 shares; 2025Q1: 17,312 shares; 2025Q2: 20,617 shares; 2025Q3: 22,808 shares; 2025Q4: 22,628 shares; 2026Q1: 22,150 shares; 2026Q2: 22,406 shares 22,406 $1.82M 0.49% +256 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,309 shares; 2024Q4: 3,639 shares; 2025Q1: 3,997 shares; 2025Q2: 4,132 shares; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares; 2026Q1: 4,157 shares; 2026Q2: 4,157 shares 4,157 $1.75M 0.47% 0 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: 5,895 shares; 2024Q4: 5,904 shares; 2025Q1: 5,994 shares; 2025Q2: 6,248 shares; 2025Q3: 6,512 shares; 2025Q4: 6,434 shares; 2026Q1: 6,450 shares; 2026Q2: 6,452 shares 6,452 $1.74M 0.47% +2 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,774 shares; 2024Q4: 73,432 shares; 2025Q1: 105,839 shares; 2025Q2: 123,845 shares; 2025Q3: 149,420 shares; 2025Q4: 163,057 shares; 2026Q1: 161,896 shares; 2026Q2: 68,763 shares 68,763 $1.67M 0.45% -93,133 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: 2,965 shares; 2024Q4: 2,873 shares; 2025Q1: 2,889 shares; 2025Q2: 3,266 shares; 2025Q3: 3,291 shares; 2025Q4: 3,278 shares; 2026Q1: 3,174 shares; 2026Q2: 3,183 shares 3,183 $1.62M 0.44% +9 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: 5,930 shares; 2024Q4: 5,906 shares; 2025Q1: 5,905 shares; 2025Q2: 5,872 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,760 shares 5,760 $1.57M 0.42% -100 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: 17,396 shares; 2024Q4: 18,151 shares; 2025Q1: 17,302 shares; 2025Q2: 16,501 shares; 2025Q3: 16,369 shares; 2025Q4: 16,305 shares; 2026Q1: 16,081 shares; 2026Q2: 15,985 shares 15,985 $1.53M 0.41% -96 Timeline VUG 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: 2,879 shares; 2024Q4: 2,881 shares; 2025Q1: 2,806 shares; 2025Q2: 2,780 shares; 2025Q3: 2,778 shares; 2025Q4: 2,868 shares; 2026Q1: 2,867 shares; 2026Q2: 17,411 shares 17,411 $1.5M 0.4% +14,544 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: 10,927 shares; 2024Q4: 11,016 shares; 2025Q1: 11,245 shares; 2025Q2: 9,872 shares; 2025Q3: 9,423 shares; 2025Q4: 9,312 shares; 2026Q1: 9,223 shares; 2026Q2: 7,951 shares 7,951 $1.47M 0.4% -1,272 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,695 shares; 2024Q4: 12,409 shares; 2025Q1: 11,982 shares; 2025Q2: 12,493 shares; 2025Q3: 12,088 shares; 2025Q4: 12,074 shares; 2026Q1: 12,146 shares; 2026Q2: 12,167 shares 12,167 $1.42M 0.38% +21 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: 9,957 shares; 2024Q4: 10,062 shares; 2025Q1: 9,512 shares; 2025Q2: 9,777 shares; 2025Q3: 9,743 shares; 2025Q4: 9,615 shares; 2026Q1: 10,079 shares; 2026Q2: 50,421 shares 50,421 $1.38M 0.37% +40,342 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,594 shares; 2024Q4: 10,217 shares; 2025Q1: 9,463 shares; 2025Q2: 11,812 shares; 2025Q3: 11,860 shares; 2025Q4: 11,174 shares; 2026Q1: 10,851 shares; 2026Q2: 10,724 shares 10,724 $1.35M 0.36% -127 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: 71,652 shares; 2024Q4: 71,804 shares; 2025Q1: 71,622 shares; 2025Q2: 71,260 shares; 2025Q3: 70,182 shares; 2025Q4: 70,286 shares; 2026Q1: 68,488 shares; 2026Q2: 65,278 shares 65,278 $1.35M 0.36% -3,210 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: 2,593 shares; 2024Q4: 2,254 shares; 2025Q1: 2,007 shares; 2025Q2: 2,758 shares; 2025Q3: 2,567 shares; 2025Q4: 2,674 shares; 2026Q1: 3,052 shares; 2026Q2: 3,573 shares 3,573 $1.35M 0.36% +521 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: 3,317 shares; 2024Q4: 3,292 shares; 2025Q1: 3,250 shares; 2025Q2: 3,265 shares; 2025Q3: 3,266 shares; 2025Q4: 6,932 shares; 2026Q1: 7,102 shares; 2026Q2: 6,924 shares 6,924 $1.32M 0.35% -178 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,689 shares; 2024Q4: 15,862 shares; 2025Q1: 16,023 shares; 2025Q2: 17,146 shares; 2025Q3: 17,344 shares; 2025Q4: 15,284 shares; 2026Q1: 13,128 shares; 2026Q2: 12,994 shares 12,994 $1.28M 0.34% -134 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282 shares; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 264 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 255 shares; 2026Q2: 6,859 shares 6,859 $1.22M 0.33% +6,604 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: 9,047 shares; 2024Q4: 9,707 shares; 2025Q1: 13,315 shares; 2025Q2: 14,558 shares; 2025Q3: 14,199 shares; 2025Q4: 13,484 shares; 2026Q1: 13,023 shares; 2026Q2: 13,119 shares 13,119 $1.15M 0.31% +96 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: 1,434 shares; 2024Q4: 1,446 shares; 2025Q1: 1,478 shares; 2025Q2: 1,607 shares; 2025Q3: 1,610 shares; 2025Q4: 1,633 shares; 2026Q1: 1,642 shares; 2026Q2: 1,961 shares 1,961 $1.1M 0.3% +319 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: 1,606 shares; 2024Q4: 1,558 shares; 2025Q1: 1,550 shares; 2025Q2: 1,380 shares; 2025Q3: 1,416 shares; 2025Q4: 1,487 shares; 2026Q1: 1,583 shares; 2026Q2: 1,584 shares 1,584 $1.09M 0.29% +1 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 6,049 shares; 2025Q1: 6,214 shares; 2025Q2: 6,778 shares; 2025Q3: 6,882 shares; 2025Q4: 6,964 shares; 2026Q1: 6,984 shares; 2026Q2: 6,936 shares 6,936 $1.09M 0.29% -48 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,141 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,151 shares; 2025Q3: 2,152 shares; 2025Q4: 2,102 shares; 2026Q1: 2,133 shares; 2026Q2: 2,133 shares 2,133 $1.09M 0.29% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,060 shares; 2024Q4: 2,705 shares; 2025Q1: 2,672 shares; 2025Q2: 2,672 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares; 2026Q1: 3,582 shares; 2026Q2: 4,612 shares 4,612 $1.05M 0.28% +1,030 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,107 shares; 2024Q4: 7,014 shares; 2025Q1: 6,120 shares; 2025Q2: 5,609 shares; 2025Q3: 5,512 shares; 2025Q4: 5,410 shares; 2026Q1: 7,170 shares; 2026Q2: 7,197 shares 7,197 $1.04M 0.28% +27 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: 8,836 shares; 2024Q4: 9,421 shares; 2025Q1: 9,971 shares; 2025Q2: 10,669 shares; 2025Q3: 8,145 shares; 2025Q4: 8,030 shares; 2026Q1: 8,018 shares; 2026Q2: 8,019 shares 8,019 $1.03M 0.28% +1 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: 2,863 shares; 2024Q4: 2,935 shares; 2025Q1: 3,036 shares; 2025Q2: 3,136 shares; 2025Q3: 3,300 shares; 2025Q4: 3,351 shares; 2026Q1: 3,470 shares; 2026Q2: 3,522 shares 3,522 $986K 0.27% +52 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 2,515 shares 2,515 $935K 0.25% new Timeline IBDW 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: 47,354 shares; 2026Q2: 44,367 shares 44,367 $925K 0.25% -2,987 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,461 shares; 2024Q4: 9,534 shares; 2025Q1: 9,404 shares; 2025Q2: 8,672 shares; 2025Q3: 7,977 shares; 2025Q4: 7,762 shares; 2026Q1: 7,525 shares; 2026Q2: 7,357 shares 7,357 $918K 0.25% -168 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: 1,632 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,741 shares; 2025Q4: 1,821 shares; 2026Q1: 2,231 shares; 2026Q2: 2,326 shares 2,326 $869K 0.23% +95 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares; 2026Q2: 6,803 shares 6,803 $845K 0.23% +5,102 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,414 shares; 2024Q4: 3,414 shares; 2025Q1: 3,414 shares; 2025Q2: 3,464 shares; 2025Q3: 3,464 shares; 2025Q4: not reported; 2026Q1: 3,464 shares; 2026Q2: 3,464 shares 3,464 $840K 0.23% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 5,634 shares; 2025Q4: 5,636 shares; 2026Q1: 5,636 shares; 2026Q2: 17,441 shares 17,441 $823K 0.22% +11,805 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,165 shares; 2025Q1: 1,189 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,379 shares; 2026Q1: 1,399 shares; 2026Q2: 2,035 shares 2,035 $809K 0.22% +636 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: 21,378 shares; 2024Q4: 24,867 shares; 2025Q1: 28,310 shares; 2025Q2: 25,810 shares; 2025Q3: 11,268 shares; 2025Q4: 11,143 shares; 2026Q1: 10,046 shares; 2026Q2: 10,393 shares 10,393 $801K 0.22% +347 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,384 shares; 2024Q4: 10,278 shares; 2025Q1: 10,306 shares; 2025Q2: 10,329 shares; 2025Q3: 10,299 shares; 2025Q4: 10,300 shares; 2026Q1: 10,302 shares; 2026Q2: 9,703 shares 9,703 $787K 0.21% -599 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: 14,298 shares; 2024Q4: 15,156 shares; 2025Q1: 15,186 shares; 2025Q2: 15,336 shares; 2025Q3: 14,309 shares; 2025Q4: 13,972 shares; 2026Q1: 13,684 shares; 2026Q2: 13,451 shares 13,451 $775K 0.21% -233 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: 7,531 shares; 2024Q4: 6,962 shares; 2025Q1: 7,038 shares; 2025Q2: 8,953 shares; 2025Q3: 9,122 shares; 2025Q4: 8,681 shares; 2026Q1: 8,347 shares; 2026Q2: 8,597 shares 8,597 $747K 0.2% +250 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,843 shares; 2024Q4: 8,852 shares; 2025Q1: 8,754 shares; 2025Q2: 8,240 shares; 2025Q3: 8,068 shares; 2025Q4: 8,068 shares; 2026Q1: 8,068 shares; 2026Q2: 7,996 shares 7,996 $733K 0.2% -72 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: 6,589 shares; 2024Q4: 6,476 shares; 2025Q1: 6,408 shares; 2025Q2: 5,304 shares; 2025Q3: 5,466 shares; 2025Q4: 5,546 shares; 2026Q1: 5,526 shares; 2026Q2: 5,270 shares 5,270 $714K 0.19% -256 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,695 shares; 2024Q4: 6,773 shares; 2025Q1: 6,794 shares; 2025Q2: 6,739 shares; 2025Q3: 6,724 shares; 2025Q4: 6,652 shares; 2026Q1: 6,371 shares; 2026Q2: 6,384 shares 6,384 $706K 0.19% +13 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,244 shares; 2026Q1: 2,244 shares; 2026Q2: 2,245 shares 2,245 $706K 0.19% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $699K 0.19% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,981 shares; 2024Q4: 5,851 shares; 2025Q1: 5,852 shares; 2025Q2: 5,798 shares; 2025Q3: 5,728 shares; 2025Q4: 5,728 shares; 2026Q1: 5,728 shares; 2026Q2: 6,243 shares 6,243 $685K 0.18% +515 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,391 shares; 2025Q1: 1,389 shares; 2025Q2: 1,591 shares; 2025Q3: 1,646 shares; 2025Q4: 2,131 shares; 2026Q1: 2,152 shares; 2026Q2: 2,070 shares 2,070 $683K 0.18% -82 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 989 shares; 2025Q1: 956 shares; 2025Q2: 903 shares; 2025Q3: 885 shares; 2025Q4: 928 shares; 2026Q1: 923 shares; 2026Q2: 709 shares 709 $682K 0.18% -214 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: 35,171 shares; 2024Q4: 31,836 shares; 2025Q1: 29,717 shares; 2025Q2: 29,639 shares; 2025Q3: 30,203 shares; 2025Q4: 29,092 shares; 2026Q1: 27,683 shares; 2026Q2: 28,268 shares 28,268 $681K 0.18% +585 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,352 shares; 2024Q4: 4,663 shares; 2025Q1: 4,837 shares; 2025Q2: 4,680 shares; 2025Q3: 4,255 shares; 2025Q4: 4,045 shares; 2026Q1: 4,096 shares; 2026Q2: 4,141 shares 4,141 $677K 0.18% +45 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,504 shares; 2024Q4: 3,504 shares; 2025Q1: 3,504 shares; 2025Q2: 3,525 shares; 2025Q3: 3,519 shares; 2025Q4: 3,313 shares; 2026Q1: 3,313 shares; 2026Q2: 3,009 shares 3,009 $674K 0.18% -304 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,855 shares; 2024Q4: 4,788 shares; 2025Q1: 4,797 shares; 2025Q2: 4,807 shares; 2025Q3: 4,814 shares; 2025Q4: 4,820 shares; 2026Q1: 4,468 shares; 2026Q2: 4,832 shares 4,832 $661K 0.18% +364 Timeline SPYM 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: 7,230 shares 7,230 $635K 0.17% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,023 shares; 2024Q4: 12,873 shares; 2025Q1: 11,512 shares; 2025Q2: 11,883 shares; 2025Q3: 11,795 shares; 2025Q4: 11,301 shares; 2026Q1: 11,310 shares; 2026Q2: 11,239 shares 11,239 $609K 0.16% -71 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 10,040 shares; 2025Q3: 10,430 shares; 2025Q4: 9,686 shares; 2026Q1: 9,936 shares; 2026Q2: 12,128 shares 12,128 $605K 0.16% +2,192 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,960 shares; 2024Q4: 10,251 shares; 2025Q1: 9,783 shares; 2025Q2: 9,799 shares; 2025Q3: 7,181 shares; 2025Q4: 7,146 shares; 2026Q1: 7,245 shares; 2026Q2: 6,904 shares 6,904 $572K 0.15% -341 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,731 shares; 2025Q1: 1,733 shares; 2025Q2: 1,735 shares; 2025Q3: 1,879 shares; 2025Q4: 2,015 shares; 2026Q1: 2,007 shares; 2026Q2: 1,998 shares 1,998 $571K 0.15% -9 Timeline IBDX 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: 22,042 shares 22,042 $555K 0.15% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910 $555K 0.15% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,152 shares; 2025Q3: 1,995 shares; 2025Q4: 1,772 shares; 2026Q1: 3,306 shares; 2026Q2: 3,264 shares 3,264 $554K 0.15% -42 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,143 shares; 2024Q4: 7,377 shares; 2025Q1: 7,167 shares; 2025Q2: 7,092 shares; 2025Q3: 6,436 shares; 2025Q4: 6,446 shares; 2026Q1: 6,457 shares; 2026Q2: 5,707 shares 5,707 $550K 0.15% -750 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282 shares; 2024Q4: 1,260 shares; 2025Q1: 1,555 shares; 2025Q2: 2,343 shares; 2025Q3: 2,323 shares; 2025Q4: 2,275 shares; 2026Q1: 2,287 shares; 2026Q2: 2,310 shares 2,310 $550K 0.15% +23 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: 1,603 shares; 2024Q4: 1,605 shares; 2025Q1: 1,607 shares; 2025Q2: 1,610 shares; 2025Q3: 1,612 shares; 2025Q4: 1,614 shares; 2026Q1: 1,616 shares; 2026Q2: 1,618 shares 1,618 $547K 0.15% +2 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: 13,364 shares; 2024Q4: 13,482 shares; 2025Q1: 14,001 shares; 2025Q2: 14,221 shares; 2025Q3: 14,239 shares; 2025Q4: 14,227 shares; 2026Q1: 14,244 shares; 2026Q2: 14,260 shares 14,260 $524K 0.14% +16 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: 1,474 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,566 shares; 2025Q3: 1,619 shares; 2025Q4: 2,358 shares; 2026Q1: 2,359 shares; 2026Q2: 2,359 shares 2,359 $522K 0.14% 0 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: 1,102 shares; 2024Q4: 1,103 shares; 2025Q1: 1,111 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,474 shares 1,474 $520K 0.14% +350 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: 6,920 shares; 2024Q4: 6,693 shares; 2025Q1: 6,737 shares; 2025Q2: 7,609 shares; 2025Q3: 7,202 shares; 2025Q4: 6,869 shares; 2026Q1: 6,875 shares; 2026Q2: 5,400 shares 5,400 $520K 0.14% -1,475 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: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,405 shares; 2026Q1: 3,505 shares; 2026Q2: 3,500 shares 3,500 $513K 0.14% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 392 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $491K 0.13% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,461 shares; 2024Q4: 13,096 shares; 2025Q1: 12,197 shares; 2025Q2: 8,605 shares; 2025Q3: 8,255 shares; 2025Q4: 8,127 shares; 2026Q1: 8,127 shares; 2026Q2: 8,127 shares 8,127 $491K 0.13% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,102 shares; 2024Q4: 15,817 shares; 2025Q1: 11,856 shares; 2025Q2: 10,216 shares; 2025Q3: 10,227 shares; 2025Q4: 10,051 shares; 2026Q1: 9,894 shares; 2026Q2: 10,253 shares 10,253 $487K 0.13% +359 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: 1,492 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: not reported; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $457K 0.12% 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: 1,242 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: 1,217 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares 1,226 $452K 0.12% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,012 shares 2,012 $450K 0.12% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 2,012 shares 2,012 $445K 0.12% new Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,834 shares; 2024Q4: 6,834 shares; 2025Q1: 6,834 shares; 2025Q2: 6,834 shares; 2025Q3: 6,834 shares; 2025Q4: 6,834 shares; 2026Q1: 6,384 shares; 2026Q2: 6,384 shares 6,384 $428K 0.12% 0 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: 4,186 shares; 2024Q4: 4,102 shares; 2025Q1: 4,165 shares; 2025Q2: 3,139 shares; 2025Q3: 2,839 shares; 2025Q4: 1,784 shares; 2026Q1: 1,635 shares; 2026Q2: 1,441 shares 1,441 $422K 0.11% -194 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: 3,179 shares; 2024Q4: 3,180 shares; 2025Q1: 2,963 shares; 2025Q2: 2,593 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,796 shares; 2026Q2: 2,747 shares 2,747 $416K 0.11% -49 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: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,760 shares; 2025Q4: 2,065 shares; 2026Q1: 2,645 shares; 2026Q2: 3,555 shares 3,555 $415K 0.11% +910 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,671 shares; 2025Q2: 3,887 shares; 2025Q3: 4,552 shares; 2025Q4: 4,773 shares; 2026Q1: 5,478 shares; 2026Q2: 5,418 shares 5,418 $413K 0.11% -60 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: 3,488 shares; 2024Q4: 3,467 shares; 2025Q1: 3,552 shares; 2025Q2: 3,702 shares; 2025Q3: 3,633 shares; 2025Q4: 3,633 shares; 2026Q1: 3,589 shares; 2026Q2: 3,599 shares 3,599 $408K 0.11% +10 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,271 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: 1,213 shares; 2025Q4: 1,313 shares; 2026Q1: 1,313 shares; 2026Q2: 1,313 shares 1,313 $391K 0.11% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,094 shares; 2024Q4: 9,213 shares; 2025Q1: 8,979 shares; 2025Q2: 6,075 shares; 2025Q3: 6,110 shares; 2025Q4: 5,534 shares; 2026Q1: 5,111 shares; 2026Q2: 3,799 shares 3,799 $388K 0.1% -1,312 Timeline SPTM 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: 4,186 shares 4,186 $380K 0.1% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,991 shares; 2024Q4: 29,568 shares; 2025Q1: 28,654 shares; 2025Q2: 28,364 shares; 2025Q3: 24,480 shares; 2025Q4: 16,375 shares; 2026Q1: 8,130 shares; 2026Q2: 7,514 shares 7,514 $374K 0.1% -616 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,730 shares; 2024Q4: 6,738 shares; 2025Q1: 6,748 shares; 2025Q2: 6,759 shares; 2025Q3: 6,769 shares; 2025Q4: 7,530 shares; 2026Q1: 7,542 shares; 2026Q2: 7,552 shares 7,552 $373K 0.1% +10 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,516 shares; 2024Q4: 9,332 shares; 2025Q1: 13,061 shares; 2025Q2: 15,015 shares; 2025Q3: 15,573 shares; 2025Q4: 16,300 shares; 2026Q1: 16,397 shares; 2026Q2: 13,613 shares 13,613 $361K 0.1% -2,784 Timeline SOXX 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: 552 shares 552 $354K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $343K 0.09% 0 Timeline JEPI 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: not reported; 2024Q4: 3,808 shares; 2025Q1: 7,373 shares; 2025Q2: 9,439 shares; 2025Q3: 8,885 shares; 2025Q4: 8,103 shares; 2026Q1: 7,973 shares; 2026Q2: 5,957 shares 5,957 $336K 0.09% -2,016 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: 3,537 shares; 2025Q2: 3,008 shares; 2025Q3: 2,774 shares; 2025Q4: 2,685 shares; 2026Q1: 2,828 shares; 2026Q2: 1,894 shares 1,894 $336K 0.09% -934 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: 537 shares; 2024Q4: 537 shares; 2025Q1: 546 shares; 2025Q2: 537 shares; 2025Q3: 612 shares; 2025Q4: 619 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $334K 0.09% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,420 shares; 2025Q1: 1,341 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $333K 0.09% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,291 shares; 2024Q4: 7,279 shares; 2025Q1: 7,268 shares; 2025Q2: 3,772 shares; 2025Q3: 3,654 shares; 2025Q4: 3,616 shares; 2026Q1: 3,515 shares; 2026Q2: 3,443 shares 3,443 $333K 0.09% -72 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,674 shares; 2024Q4: 13,017 shares; 2025Q1: 8,097 shares; 2025Q2: 6,540 shares; 2025Q3: 5,848 shares; 2025Q4: 5,800 shares; 2026Q1: 5,672 shares; 2026Q2: 4,891 shares 4,891 $325K 0.09% -781 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,823 shares; 2024Q4: 4,633 shares; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares; 2025Q3: 4,483 shares; 2025Q4: 4,483 shares; 2026Q1: 4,483 shares; 2026Q2: 4,483 shares 4,483 $323K 0.09% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 3,579 shares; 2025Q1: 3,583 shares; 2025Q2: 3,587 shares; 2025Q3: 3,790 shares; 2025Q4: 4,294 shares; 2026Q1: 4,294 shares; 2026Q2: 3,815 shares 3,815 $319K 0.09% -479 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,079 shares; 2024Q4: 3,249 shares; 2025Q1: 3,249 shares; 2025Q2: 3,251 shares; 2025Q3: 3,012 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares; 2026Q2: 5,308 shares 5,308 $298K 0.08% +2,654 Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 756 shares; 2026Q1: 575 shares; 2026Q2: 565 shares 565 $293K 0.08% -10 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares; 2026Q2: 1,635 shares 1,635 $287K 0.08% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 418 shares; 2025Q3: 467 shares; 2025Q4: 2,480 shares; 2026Q1: 2,330 shares; 2026Q2: 2,825 shares 2,825 $280K 0.08% +495 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 346 shares; 2025Q1: 342 shares; 2025Q2: 352 shares; 2025Q3: 362 shares; 2025Q4: 3,855 shares; 2026Q1: 3,756 shares; 2026Q2: 3,913 shares 3,913 $279K 0.08% +157 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: not reported; 2025Q4: 443 shares; 2026Q1: not reported; 2026Q2: 363 shares 363 $277K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,115 shares; 2025Q3: 4,808 shares; 2025Q4: 4,815 shares; 2026Q1: 4,824 shares; 2026Q2: 4,831 shares 4,831 $275K 0.07% +7 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,334 shares; 2024Q4: 40,151 shares; 2025Q1: 37,914 shares; 2025Q2: 32,499 shares; 2025Q3: 28,270 shares; 2025Q4: 20,647 shares; 2026Q1: 16,380 shares; 2026Q2: 15,115 shares 15,115 $270K 0.07% -1,265 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL 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: 210 shares 210 $268K 0.07% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES 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: 460 shares 460 $267K 0.07% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: 1,735 shares; 2025Q1: 1,686 shares; 2025Q2: 1,688 shares; 2025Q3: 1,690 shares; 2025Q4: 1,455 shares; 2026Q1: 1,456 shares; 2026Q2: 1,457 shares 1,457 $260K 0.07% +1 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: 1,450 shares; 2025Q1: 1,315 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,064 shares; 2026Q1: 1,029 shares; 2026Q2: 1,029 shares 1,029 $255K 0.07% 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: 1,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 631 shares; 2026Q2: 596 shares 596 $254K 0.07% -35 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,511 shares; 2024Q4: 5,232 shares; 2025Q1: 5,147 shares; 2025Q2: 2,939 shares; 2025Q3: 2,655 shares; 2025Q4: 1,937 shares; 2026Q1: 1,847 shares; 2026Q2: 1,816 shares 1,816 $253K 0.07% -31 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: 2,046 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,359 shares; 2026Q1: not reported; 2026Q2: 1,574 shares 1,574 $249K 0.07% new 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: 792 shares; 2024Q4: 793 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 778 shares; 2026Q1: 779 shares; 2026Q2: 780 shares 780 $244K 0.07% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 1,236 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 961 shares 961 $239K 0.06% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 2,716 shares; 2025Q2: 2,554 shares; 2025Q3: 2,592 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares; 2026Q2: 2,292 shares 2,292 $238K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 2,456 shares; 2025Q4: 2,302 shares; 2026Q1: 2,507 shares; 2026Q2: 2,580 shares 2,580 $238K 0.06% +73 Timeline 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: 855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 1,019 shares; 2026Q1: 1,013 shares; 2026Q2: 778 shares 778 $236K 0.06% -235 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,039 shares; 2025Q4: 5,830 shares; 2026Q1: 5,830 shares; 2026Q2: 5,720 shares 5,720 $236K 0.06% -110 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 899 shares; 2026Q2: 901 shares 901 $235K 0.06% +2 Timeline IBMT 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: 9,150 shares; 2026Q2: 8,995 shares 8,995 $232K 0.06% -155 Timeline IBMQ 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: 8,045 shares; 2025Q3: 8,820 shares; 2025Q4: 8,820 shares; 2026Q1: 9,210 shares; 2026Q2: 9,055 shares 9,055 $232K 0.06% -155 Timeline IBMR 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: 8,120 shares; 2025Q3: 8,895 shares; 2025Q4: 8,895 shares; 2026Q1: 9,270 shares; 2026Q2: 9,115 shares 9,115 $231K 0.06% -155 Timeline IBMS 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: 8,000 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 9,095 shares; 2026Q2: 8,940 shares 8,940 $231K 0.06% -155 Timeline IBMP 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: 8,040 shares; 2025Q3: 8,825 shares; 2025Q4: 8,825 shares; 2026Q1: 9,230 shares; 2026Q2: 9,070 shares 9,070 $231K 0.06% -160 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,561 shares; 2024Q4: 11,635 shares; 2025Q1: 11,668 shares; 2025Q2: 12,022 shares; 2025Q3: 9,911 shares; 2025Q4: 9,620 shares; 2026Q1: 8,829 shares; 2026Q2: 5,839 shares 5,839 $230K 0.06% -2,990 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: 8,069 shares; 2024Q4: 24,881 shares; 2025Q1: 23,109 shares; 2025Q2: 23,186 shares; 2025Q3: 22,065 shares; 2025Q4: 8,473 shares; 2026Q1: 7,797 shares; 2026Q2: 7,200 shares 7,200 $228K 0.06% -597 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,957 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 5,011 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 5,011 shares; 2026Q2: 4,343 shares 4,343 $219K 0.06% -668 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,590 shares 4,590 $218K 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 915 shares 915 $218K 0.06% new Timeline IBB 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: 1,140 shares 1,140 $217K 0.06% new Timeline IYW 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: 816 shares 816 $206K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 1,963 shares; 2025Q1: 1,717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,237 shares 1,237 $200K 0.05% new 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: not reported; 2024Q4: 1,077 shares; 2025Q1: 1,142 shares; 2025Q2: 1,157 shares; 2025Q3: 1,267 shares; 2025Q4: 1,195 shares; 2026Q1: 491 shares; 2026Q2: 491 shares 491 $200K 0.05% 0 Timeline