IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124,362 shares; 2025Q1: 124,158 shares; 2025Q2: 124,660 shares; 2025Q3: 123,825 shares; 2025Q4: 123,745 shares; 2026Q1: 127,345 shares; 2026Q2: 126,814 shares; 2026Q3: 125,763 shares 125,763 $96.3M 12.2% -1,051 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 542,261 shares; 2025Q1: 542,354 shares; 2025Q2: 519,773 shares; 2025Q3: 522,131 shares; 2025Q4: 525,921 shares; 2026Q1: 539,395 shares; 2026Q2: 536,816 shares; 2026Q3: 540,088 shares 540,088 $38.9M 4.92% +3,272 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450,062 shares; 2025Q4: 496,824 shares; 2026Q1: 663,381 shares; 2026Q2: 673,584 shares; 2026Q3: 669,412 shares 669,412 $37.4M 4.74% -4,172 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,198 shares; 2025Q1: 96,029 shares; 2025Q2: 103,902 shares; 2025Q3: 105,496 shares; 2025Q4: 109,821 shares; 2026Q1: 121,547 shares; 2026Q2: 121,336 shares; 2026Q3: 121,192 shares 121,192 $36.9M 4.68% -144 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280,031 shares; 2025Q1: 282,481 shares; 2025Q2: 274,540 shares; 2025Q3: 269,519 shares; 2025Q4: 270,842 shares; 2026Q1: 276,410 shares; 2026Q2: 268,825 shares; 2026Q3: 269,631 shares 269,631 $36.7M 4.65% +806 Timeline VWO 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; 2024Q4: 563,266 shares; 2025Q1: 567,051 shares; 2025Q2: 610,640 shares; 2025Q3: 595,931 shares; 2025Q4: 602,792 shares; 2026Q1: 602,595 shares; 2026Q2: 602,481 shares; 2026Q3: 603,799 shares 603,799 $35.8M 4.54% +1,318 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; 2024Q4: 42,284 shares; 2025Q1: 42,107 shares; 2025Q2: 46,968 shares; 2025Q3: 46,927 shares; 2025Q4: 46,115 shares; 2026Q1: 46,287 shares; 2026Q2: 47,072 shares; 2026Q3: 46,514 shares 46,514 $34.4M 4.36% -558 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 461,030 shares; 2025Q1: 478,633 shares; 2025Q2: 478,495 shares; 2025Q3: 484,052 shares; 2025Q4: 483,219 shares; 2026Q1: 483,519 shares; 2026Q2: 496,838 shares; 2026Q3: 412,140 shares 412,140 $32.3M 4.09% -84,698 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; 2024Q4: 381,904 shares; 2025Q1: 402,243 shares; 2025Q2: 396,163 shares; 2025Q3: 389,765 shares; 2025Q4: 396,870 shares; 2026Q1: 372,019 shares; 2026Q2: 372,797 shares; 2026Q3: 375,670 shares 375,670 $26.5M 3.36% +2,873 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,702 shares; 2025Q1: 128,200 shares; 2025Q2: 143,128 shares; 2025Q3: 139,805 shares; 2025Q4: 140,284 shares; 2026Q1: 129,400 shares; 2026Q2: 128,030 shares; 2026Q3: 128,299 shares 128,299 $24.9M 3.15% +269 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 483,152 shares 483,152 $21.7M 2.74% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,018 shares; 2025Q1: 78,000 shares; 2025Q2: 102,854 shares; 2025Q3: 101,997 shares; 2025Q4: 104,490 shares; 2026Q1: 103,271 shares; 2026Q2: 106,044 shares; 2026Q3: 107,690 shares 107,690 $15.5M 1.96% +1,646 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; 2024Q4: 23,977 shares; 2025Q1: 24,051 shares; 2025Q2: 25,088 shares; 2025Q3: 25,247 shares; 2025Q4: 25,920 shares; 2026Q1: 28,452 shares; 2026Q2: 28,997 shares; 2026Q3: 28,999 shares 28,999 $14.4M 1.83% +2 Timeline XLRE 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; 2024Q4: 284,861 shares; 2025Q1: 296,185 shares; 2025Q2: 290,865 shares; 2025Q3: 293,680 shares; 2025Q4: 294,798 shares; 2026Q1: 334,207 shares; 2026Q2: 335,466 shares; 2026Q3: 340,165 shares 340,165 $13.9M 1.76% +4,699 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253,036 shares; 2025Q4: 262,772 shares; 2026Q1: 301,693 shares; 2026Q2: 304,086 shares; 2026Q3: 254,979 shares 254,979 $13.1M 1.65% -49,107 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,756 shares; 2025Q1: 17,859 shares; 2025Q2: 25,474 shares; 2025Q3: 25,835 shares; 2025Q4: 25,962 shares; 2026Q1: 20,278 shares; 2026Q2: 20,322 shares; 2026Q3: 20,384 shares 20,384 $12.4M 1.57% +62 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 498,478 shares 498,478 $11.9M 1.51% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,780 shares; 2025Q1: 34,672 shares; 2025Q2: 34,527 shares; 2025Q3: 35,158 shares; 2025Q4: 35,145 shares; 2026Q1: 34,973 shares; 2026Q2: 34,988 shares; 2026Q3: 33,859 shares 33,859 $11.3M 1.43% -1,129 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; 2024Q4: 13,380 shares; 2025Q1: 13,333 shares; 2025Q2: 13,965 shares; 2025Q3: 14,181 shares; 2025Q4: 14,310 shares; 2026Q1: 13,123 shares; 2026Q2: 13,232 shares; 2026Q3: 13,512 shares 13,512 $9.47M 1.2% +280 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,487 shares; 2025Q1: 125,905 shares; 2025Q2: 130,429 shares; 2025Q3: 132,978 shares; 2025Q4: 134,971 shares; 2026Q1: 152,332 shares; 2026Q2: 157,723 shares; 2026Q3: 191,704 shares 191,704 $7.91M 1% +33,981 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; 2024Q4: 419,700 shares; 2025Q1: 392,898 shares; 2025Q2: 380,847 shares; 2025Q3: 233,661 shares; 2025Q4: 241,856 shares; 2026Q1: 176,744 shares; 2026Q2: 167,347 shares; 2026Q3: 154,615 shares 154,615 $7.79M 0.99% -12,732 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,867 shares; 2025Q1: 42,946 shares; 2025Q2: 45,206 shares; 2025Q3: 44,084 shares; 2025Q4: 43,170 shares; 2026Q1: 45,997 shares; 2026Q2: 46,120 shares; 2026Q3: 45,789 shares 45,789 $7.61M 0.96% -331 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328,296 shares; 2025Q4: 340,522 shares; 2026Q1: 412,549 shares; 2026Q2: 413,499 shares; 2026Q3: 314,151 shares 314,151 $7.19M 0.91% -99,348 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; 2024Q4: 22,029 shares; 2025Q1: 21,777 shares; 2025Q2: 21,808 shares; 2025Q3: 21,784 shares; 2025Q4: 21,819 shares; 2026Q1: 21,994 shares; 2026Q2: 20,732 shares; 2026Q3: 20,809 shares 20,809 $6.88M 0.87% +77 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41,061 shares 41,061 $6.68M 0.85% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200,683 shares; 2025Q1: 212,262 shares; 2025Q2: 215,744 shares; 2025Q3: 213,454 shares; 2025Q4: 209,186 shares; 2026Q1: 210,231 shares; 2026Q2: 212,568 shares; 2026Q3: 69,726 shares 69,726 $6.59M 0.83% -142,842 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 133,433 shares 133,433 $6.43M 0.81% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,311 shares; 2025Q1: 8,213 shares; 2025Q2: 8,219 shares; 2025Q3: 8,411 shares; 2025Q4: 8,252 shares; 2026Q1: 8,279 shares; 2026Q2: 8,106 shares; 2026Q3: 7,884 shares 7,884 $6.39M 0.81% -222 Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,542 shares; 2025Q1: 40,626 shares; 2025Q2: 41,118 shares; 2025Q3: 40,273 shares; 2025Q4: 39,924 shares; 2026Q1: 40,787 shares; 2026Q2: 78,092 shares; 2026Q3: 79,603 shares 79,603 $6.26M 0.79% +1,511 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,478 shares; 2025Q1: 12,584 shares; 2025Q2: 12,688 shares; 2025Q3: 12,673 shares; 2025Q4: 12,269 shares; 2026Q1: 12,522 shares; 2026Q2: 12,548 shares; 2026Q3: 12,081 shares 12,081 $6.2M 0.78% -467 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,476 shares; 2025Q1: 26,869 shares; 2025Q2: 28,027 shares; 2025Q3: 26,232 shares; 2025Q4: 26,308 shares; 2026Q1: 26,804 shares; 2026Q2: 26,456 shares; 2026Q3: 26,070 shares 26,070 $5.95M 0.75% -386 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,431 shares; 2026Q3: 45,357 shares 45,357 $4.55M 0.58% +23,926 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; 2024Q4: 25,002 shares; 2025Q1: 30,727 shares; 2025Q2: 29,653 shares; 2025Q3: 29,200 shares; 2025Q4: 29,789 shares; 2026Q1: 31,159 shares; 2026Q2: 31,152 shares; 2026Q3: 31,114 shares 31,114 $4.52M 0.57% -38 Timeline POW TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 169,167 shares 169,167 $4.4M 0.56% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 199,621 shares 199,621 $4.27M 0.54% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,744 shares; 2025Q1: 36,596 shares; 2025Q2: 43,704 shares; 2025Q3: 43,500 shares; 2025Q4: 42,703 shares; 2026Q1: 35,768 shares; 2026Q2: 36,350 shares; 2026Q3: 35,808 shares 35,808 $4.25M 0.54% -542 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; 2024Q4: 1,079,201 shares; 2025Q1: 1,041,820 shares; 2025Q2: 1,014,366 shares; 2025Q3: 352,345 shares; 2025Q4: 288,219 shares; 2026Q1: 137,382 shares; 2026Q2: 133,884 shares; 2026Q3: 129,444 shares 129,444 $4.21M 0.53% -4,440 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,574 shares; 2025Q1: 17,473 shares; 2025Q2: 17,772 shares; 2025Q3: 17,915 shares; 2025Q4: 18,209 shares; 2026Q1: 18,093 shares; 2026Q2: 20,050 shares; 2026Q3: 20,243 shares 20,243 $4.13M 0.52% +193 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,127 shares; 2025Q1: 31,753 shares; 2025Q2: 29,615 shares; 2025Q3: 29,363 shares; 2025Q4: 36,547 shares; 2026Q1: 43,596 shares; 2026Q2: 43,860 shares; 2026Q3: 49,261 shares 49,261 $4M 0.51% +5,401 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,546 shares; 2026Q2: 36,216 shares; 2026Q3: 36,458 shares 36,458 $3.88M 0.49% +242 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,126 shares; 2025Q1: 67,692 shares; 2025Q2: 67,570 shares; 2025Q3: 66,408 shares; 2025Q4: 64,678 shares; 2026Q1: 53,514 shares; 2026Q2: 53,588 shares; 2026Q3: 52,148 shares 52,148 $3.59M 0.46% -1,440 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; 2024Q4: 3,046 shares; 2025Q1: 3,134 shares; 2025Q2: 2,785 shares; 2025Q3: 3,006 shares; 2025Q4: 3,000 shares; 2026Q1: 2,988 shares; 2026Q2: 3,005 shares; 2026Q3: 3,062 shares 3,062 $3.54M 0.45% +57 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,389 shares; 2025Q1: 13,706 shares; 2025Q2: 13,537 shares; 2025Q3: 13,271 shares; 2025Q4: 13,219 shares; 2026Q1: 13,103 shares; 2026Q2: 13,164 shares; 2026Q3: 13,115 shares 13,115 $3.47M 0.44% -49 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; 2024Q4: 10,381 shares; 2025Q1: 10,670 shares; 2025Q2: 11,141 shares; 2025Q3: 11,681 shares; 2025Q4: 11,584 shares; 2026Q1: 11,784 shares; 2026Q2: 13,829 shares; 2026Q3: 13,891 shares 13,891 $3.02M 0.38% +62 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; 2024Q4: 16,894 shares; 2025Q1: 17,561 shares; 2025Q2: 17,517 shares; 2025Q3: 17,098 shares; 2025Q4: 17,211 shares; 2026Q1: 19,435 shares; 2026Q2: 19,445 shares; 2026Q3: 19,372 shares 19,372 $2.81M 0.36% -73 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,123 shares; 2025Q1: 5,678 shares; 2025Q2: 5,705 shares; 2025Q3: 5,635 shares; 2025Q4: 5,440 shares; 2026Q1: 5,472 shares; 2026Q2: 5,443 shares; 2026Q3: 5,422 shares 5,422 $2.76M 0.35% -21 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,840 shares; 2025Q1: 20,223 shares; 2025Q2: 22,762 shares; 2025Q3: 22,488 shares; 2025Q4: 22,241 shares; 2026Q1: 22,292 shares; 2026Q2: 22,369 shares; 2026Q3: 22,929 shares 22,929 $2.57M 0.33% +560 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,059 shares; 2025Q4: 185,634 shares; 2026Q1: 171,956 shares; 2026Q2: 171,573 shares; 2026Q3: 170,732 shares 170,732 $2.53M 0.32% -841 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; 2024Q4: 26,907 shares; 2025Q1: 26,546 shares; 2025Q2: 26,714 shares; 2025Q3: 26,820 shares; 2025Q4: 26,700 shares; 2026Q1: 28,123 shares; 2026Q2: 28,453 shares; 2026Q3: 28,277 shares 28,277 $2.43M 0.31% -176 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; 2024Q4: 7,367 shares; 2025Q1: 8,611 shares; 2025Q2: 8,925 shares; 2025Q3: 9,432 shares; 2025Q4: 10,019 shares; 2026Q1: 10,660 shares; 2026Q2: 10,242 shares; 2026Q3: 9,753 shares 9,753 $2.43M 0.31% -489 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,417 shares; 2025Q1: 5,778 shares; 2025Q2: 5,822 shares; 2025Q3: 5,861 shares; 2025Q4: 5,873 shares; 2026Q1: 5,667 shares; 2026Q2: 5,733 shares; 2026Q3: 5,705 shares 5,705 $2.4M 0.3% -28 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 49,620 shares 49,620 $2.39M 0.3% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,383 shares; 2025Q1: 7,586 shares; 2025Q2: 10,146 shares; 2025Q3: 10,153 shares; 2025Q4: 10,159 shares; 2026Q1: 10,163 shares; 2026Q2: 15,266 shares; 2026Q3: 15,270 shares 15,270 $2.35M 0.3% +4 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,102 shares; 2025Q1: 7,887 shares; 2025Q2: 7,597 shares; 2025Q3: 7,138 shares; 2025Q4: 7,073 shares; 2026Q1: 6,778 shares; 2026Q2: 6,621 shares; 2026Q3: 6,849 shares 6,849 $2.33M 0.3% +228 Timeline XLU 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; 2024Q4: 17,684 shares; 2025Q1: 25,599 shares; 2025Q2: 23,071 shares; 2025Q3: 23,110 shares; 2025Q4: 57,784 shares; 2026Q1: 60,424 shares; 2026Q2: 60,661 shares; 2026Q3: 57,095 shares 57,095 $2.25M 0.29% -3,566 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 24,249 shares; 2025Q2: 26,792 shares; 2025Q3: 26,898 shares; 2025Q4: 27,496 shares; 2026Q1: 30,280 shares; 2026Q2: 28,210 shares; 2026Q3: 28,702 shares 28,702 $2.25M 0.28% +492 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,797 shares; 2025Q1: 4,566 shares; 2025Q2: 15,003 shares; 2025Q3: 16,251 shares; 2025Q4: 17,415 shares; 2026Q1: 20,371 shares; 2026Q2: 22,673 shares; 2026Q3: 24,286 shares 24,286 $2.06M 0.26% +1,613 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; 2024Q4: 12,458 shares; 2025Q1: 11,599 shares; 2025Q2: 11,635 shares; 2025Q3: 11,682 shares; 2025Q4: 11,553 shares; 2026Q1: 8,300 shares; 2026Q2: 8,190 shares; 2026Q3: 8,147 shares 8,147 $1.79M 0.23% -43 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 301,539 shares; 2025Q1: 297,602 shares; 2025Q2: 276,958 shares; 2025Q3: 80,965 shares; 2025Q4: 50,858 shares; 2026Q1: 30,278 shares; 2026Q2: 28,860 shares; 2026Q3: 26,599 shares 26,599 $1.78M 0.22% -2,261 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,914 shares; 2026Q3: 21,914 shares 21,914 $1.77M 0.22% 0 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; 2024Q4: 29,077 shares; 2025Q1: 26,719 shares; 2025Q2: 26,943 shares; 2025Q3: 26,327 shares; 2025Q4: 26,213 shares; 2026Q1: 16,300 shares; 2026Q2: 16,312 shares; 2026Q3: 16,130 shares 16,130 $1.74M 0.22% -182 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,776 shares; 2025Q1: 4,806 shares; 2025Q2: 4,816 shares; 2025Q3: 4,950 shares; 2025Q4: 5,323 shares; 2026Q1: 5,487 shares; 2026Q2: 5,157 shares; 2026Q3: 4,956 shares 4,956 $1.71M 0.22% -201 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,356 shares; 2025Q4: 41,793 shares; 2026Q1: 42,151 shares; 2026Q2: 40,910 shares; 2026Q3: 11,344 shares 11,344 $1.62M 0.21% -29,566 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; 2024Q4: 1,145 shares; 2025Q1: 1,329 shares; 2025Q2: 1,568 shares; 2025Q3: 1,612 shares; 2025Q4: 1,645 shares; 2026Q1: 1,779 shares; 2026Q2: 1,937 shares; 2026Q3: 2,149 shares 2,149 $1.56M 0.2% +212 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; 2024Q4: 10,330 shares; 2025Q1: 11,192 shares; 2025Q2: 9,367 shares; 2025Q3: 9,211 shares; 2025Q4: 9,391 shares; 2026Q1: 9,604 shares; 2026Q2: 9,750 shares; 2026Q3: 9,164 shares 9,164 $1.54M 0.2% -586 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; 2024Q4: 4,083 shares; 2025Q1: 4,020 shares; 2025Q2: 4,304 shares; 2025Q3: 4,145 shares; 2025Q4: 4,095 shares; 2026Q1: 4,145 shares; 2026Q2: 4,116 shares; 2026Q3: 4,098 shares 4,098 $1.53M 0.19% -18 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; 2024Q4: 15,476 shares; 2025Q1: 3,439 shares; 2025Q2: 3,446 shares; 2025Q3: 5,190 shares; 2025Q4: 5,405 shares; 2026Q1: 5,874 shares; 2026Q2: 5,898 shares; 2026Q3: 6,816 shares 6,816 $1.47M 0.19% +918 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; 2024Q4: 4,133 shares; 2025Q1: 3,954 shares; 2025Q2: 4,141 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,841 shares; 2026Q2: 2,825 shares; 2026Q3: 2,844 shares 2,844 $1.45M 0.18% +19 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,940 shares; 2025Q1: 81,994 shares; 2025Q2: 82,042 shares; 2025Q3: 82,076 shares; 2025Q4: 82,094 shares; 2026Q1: 82,111 shares; 2026Q2: 82,132 shares; 2026Q3: 82,147 shares 82,147 $1.4M 0.18% +15 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,684 shares; 2025Q1: 12,772 shares; 2025Q2: 12,682 shares; 2025Q3: 12,301 shares; 2025Q4: 12,304 shares; 2026Q1: 12,256 shares; 2026Q2: 12,290 shares; 2026Q3: 12,608 shares 12,608 $1.31M 0.17% +318 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,229 shares; 2025Q1: 4,718 shares; 2025Q2: 4,744 shares; 2025Q3: 4,765 shares; 2025Q4: 4,819 shares; 2026Q1: 2,488 shares; 2026Q2: 2,476 shares; 2026Q3: 5,634 shares 5,634 $1.3M 0.16% +3,158 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; 2024Q4: 2,693 shares; 2025Q1: 1,393 shares; 2025Q2: 1,358 shares; 2025Q3: 1,419 shares; 2025Q4: 1,422 shares; 2026Q1: 1,414 shares; 2026Q2: 1,416 shares; 2026Q3: 1,444 shares 1,444 $1.3M 0.16% +28 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,235 shares; 2025Q1: 45,523 shares; 2025Q2: 46,110 shares; 2025Q3: 44,376 shares; 2025Q4: 43,741 shares; 2026Q1: 43,152 shares; 2026Q2: 50,802 shares; 2026Q3: 51,592 shares 51,592 $1.29M 0.16% +790 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,456 shares; 2025Q1: 5,378 shares; 2025Q2: 6,359 shares; 2025Q3: 5,523 shares; 2025Q4: 5,605 shares; 2026Q1: 5,116 shares; 2026Q2: 4,213 shares; 2026Q3: 5,291 shares 5,291 $1.28M 0.16% +1,078 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; 2024Q4: 2,262 shares; 2025Q1: 2,280 shares; 2025Q2: 2,252 shares; 2025Q3: 2,241 shares; 2025Q4: 2,300 shares; 2026Q1: 4,728 shares; 2026Q2: 4,370 shares; 2026Q3: 4,401 shares 4,401 $1.25M 0.16% +31 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,398 shares; 2025Q1: 6,672 shares; 2025Q2: 7,191 shares; 2025Q3: 6,726 shares; 2025Q4: 6,596 shares; 2026Q1: 5,806 shares; 2026Q2: 3,702 shares; 2026Q3: 4,579 shares 4,579 $1.21M 0.15% +877 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,384 shares; 2025Q1: 97,295 shares; 2025Q2: 97,061 shares; 2025Q3: 25,761 shares; 2025Q4: 23,763 shares; 2026Q1: 15,428 shares; 2026Q2: 15,410 shares; 2026Q3: 11,713 shares 11,713 $1.18M 0.15% -3,697 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,914 shares; 2025Q1: 63,033 shares; 2025Q2: 63,295 shares; 2025Q3: 58,563 shares; 2025Q4: 58,652 shares; 2026Q1: 68,890 shares; 2026Q2: 84,074 shares; 2026Q3: 75,181 shares 75,181 $1.18M 0.15% -8,893 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; 2024Q4: 3,103 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares; 2025Q3: 3,099 shares; 2025Q4: 3,074 shares; 2026Q1: 3,005 shares; 2026Q2: 3,013 shares; 2026Q3: 3,013 shares 3,013 $1.15M 0.15% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,337 shares; 2025Q1: 7,530 shares; 2025Q2: 6,750 shares; 2025Q3: 6,802 shares; 2025Q4: 6,838 shares; 2026Q1: 6,978 shares; 2026Q2: 6,777 shares; 2026Q3: 6,758 shares 6,758 $1.09M 0.14% -19 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 585 shares; 2025Q4: not reported; 2026Q1: 2,816 shares; 2026Q2: 2,844 shares; 2026Q3: 2,904 shares 2,904 $1.07M 0.14% +60 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,818 shares; 2025Q1: 2,827 shares; 2025Q2: 2,829 shares; 2025Q3: 2,830 shares; 2025Q4: 4,594 shares; 2026Q1: 6,266 shares; 2026Q2: 7,538 shares; 2026Q3: 7,750 shares 7,750 $1.06M 0.13% +212 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,203 shares; 2025Q1: 2,481 shares; 2025Q2: 2,117 shares; 2025Q3: 2,226 shares; 2025Q4: 2,805 shares; 2026Q1: 3,034 shares; 2026Q2: 2,683 shares; 2026Q3: 2,930 shares 2,930 $1.03M 0.13% +247 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,803 shares; 2025Q1: 18,803 shares; 2025Q2: 18,838 shares; 2025Q3: 18,838 shares; 2025Q4: 18,838 shares; 2026Q1: 18,788 shares; 2026Q2: 18,838 shares; 2026Q3: 18,878 shares 18,878 $1.03M 0.13% +40 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,820 shares; 2025Q4: 2,855 shares; 2026Q1: 2,404 shares; 2026Q2: 2,432 shares; 2026Q3: 12,319 shares 12,319 $958K 0.12% +9,887 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,270 shares; 2025Q1: 4,189 shares; 2025Q2: 4,134 shares; 2025Q3: 4,364 shares; 2025Q4: 4,379 shares; 2026Q1: 4,495 shares; 2026Q2: 5,094 shares; 2026Q3: 5,060 shares 5,060 $952K 0.12% -34 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; 2024Q4: 1,045 shares; 2025Q1: 1,030 shares; 2025Q2: 1,031 shares; 2025Q3: 1,018 shares; 2025Q4: 971 shares; 2026Q1: 963 shares; 2026Q2: 7,710 shares; 2026Q3: 7,519 shares 7,519 $945K 0.12% -191 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,809 shares; 2025Q1: 34,838 shares; 2025Q2: 34,636 shares; 2025Q3: 34,360 shares; 2025Q4: 32,151 shares; 2026Q1: 32,174 shares; 2026Q2: 32,196 shares; 2026Q3: 32,219 shares 32,219 $944K 0.12% +23 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,855 shares; 2025Q1: 2,905 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,882 shares; 2026Q1: 2,883 shares; 2026Q2: 2,883 shares; 2026Q3: 2,933 shares 2,933 $916K 0.12% +50 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,274 shares; 2025Q1: 5,278 shares; 2025Q2: 5,346 shares; 2025Q3: 5,350 shares; 2025Q4: 5,202 shares; 2026Q1: 5,320 shares; 2026Q2: 5,346 shares; 2026Q3: 4,929 shares 4,929 $915K 0.12% -417 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,494 shares; 2025Q1: 7,222 shares; 2025Q2: 7,009 shares; 2025Q3: 7,079 shares; 2025Q4: 7,079 shares; 2026Q1: 7,429 shares; 2026Q2: 7,435 shares; 2026Q3: 7,181 shares 7,181 $910K 0.12% -254 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; 2024Q4: 38,754 shares; 2025Q1: 39,604 shares; 2025Q2: 39,842 shares; 2025Q3: 38,255 shares; 2025Q4: 37,953 shares; 2026Q1: 40,132 shares; 2026Q2: 40,294 shares; 2026Q3: 19,745 shares 19,745 $906K 0.11% -20,549 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,596 shares; 2025Q1: 3,813 shares; 2025Q2: 4,081 shares; 2025Q3: 4,309 shares; 2025Q4: 4,306 shares; 2026Q1: 4,970 shares; 2026Q2: 3,330 shares; 2026Q3: 3,294 shares 3,294 $902K 0.11% -36 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; 2024Q4: 915 shares; 2025Q1: 917 shares; 2025Q2: 984 shares; 2025Q3: 986 shares; 2025Q4: 988 shares; 2026Q1: 1,176 shares; 2026Q2: 1,177 shares; 2026Q3: 1,166 shares 1,166 $890K 0.11% -11 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,034 shares; 2025Q1: 38,682 shares; 2025Q2: 38,293 shares; 2025Q3: 37,875 shares; 2025Q4: 35,161 shares; 2026Q1: 33,491 shares; 2026Q2: 33,067 shares; 2026Q3: 30,953 shares 30,953 $883K 0.11% -2,114 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; 2024Q4: 2,568 shares; 2025Q1: 2,763 shares; 2025Q2: 2,811 shares; 2025Q3: 3,533 shares; 2025Q4: 2,888 shares; 2026Q1: 2,419 shares; 2026Q2: 2,419 shares; 2026Q3: 2,220 shares 2,220 $882K 0.11% -199 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; 2024Q4: 2,889 shares; 2025Q1: 3,007 shares; 2025Q2: 3,394 shares; 2025Q3: 3,637 shares; 2025Q4: 3,572 shares; 2026Q1: 2,801 shares; 2026Q2: 2,564 shares; 2026Q3: 2,643 shares 2,643 $868K 0.11% +79 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,474 shares; 2025Q1: 23,291 shares; 2025Q2: 23,103 shares; 2025Q3: 22,729 shares; 2025Q4: 22,440 shares; 2026Q1: 22,835 shares; 2026Q2: 22,427 shares; 2026Q3: 25,613 shares 25,613 $842K 0.11% +3,186 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,203 shares; 2025Q2: 6,919 shares; 2025Q3: 5,318 shares; 2025Q4: 5,027 shares; 2026Q1: 5,864 shares; 2026Q2: 4,198 shares; 2026Q3: 4,317 shares 4,317 $841K 0.11% +119 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; 2024Q4: 10,676 shares; 2025Q1: 10,625 shares; 2025Q2: 10,682 shares; 2025Q3: 10,261 shares; 2025Q4: 10,279 shares; 2026Q1: 10,947 shares; 2026Q2: 11,091 shares; 2026Q3: 10,916 shares 10,916 $827K 0.1% -175 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; 2024Q4: 1,756 shares; 2025Q1: 1,765 shares; 2025Q2: 1,824 shares; 2025Q3: 1,814 shares; 2025Q4: 1,801 shares; 2026Q1: 1,817 shares; 2026Q2: 1,823 shares; 2026Q3: 1,612 shares 1,612 $821K 0.1% -211 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; 2024Q4: 9,352 shares; 2025Q1: 8,552 shares; 2025Q2: 8,089 shares; 2025Q3: 19,789 shares; 2025Q4: 17,753 shares; 2026Q1: 17,824 shares; 2026Q2: 17,929 shares; 2026Q3: 17,220 shares 17,220 $816K 0.1% -709 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 12,626 shares; 2025Q3: 12,275 shares; 2025Q4: 11,821 shares; 2026Q1: 11,710 shares; 2026Q2: 11,650 shares; 2026Q3: 6,773 shares 6,773 $814K 0.1% -4,877 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,393 shares; 2026Q2: 2,533 shares; 2026Q3: 2,321 shares 2,321 $806K 0.1% -212 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,610 shares; 2025Q1: 3,614 shares; 2025Q2: 3,616 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,446 shares; 2026Q2: 3,447 shares; 2026Q3: 3,851 shares 3,851 $798K 0.1% +404 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; 2024Q4: 1,636 shares; 2025Q1: 1,429 shares; 2025Q2: 1,410 shares; 2025Q3: 1,436 shares; 2025Q4: 1,406 shares; 2026Q1: 1,006 shares; 2026Q2: 1,951 shares; 2026Q3: 1,967 shares 1,967 $778K 0.1% +16 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,945 shares; 2025Q1: 7,953 shares; 2025Q2: 7,961 shares; 2025Q3: 7,639 shares; 2025Q4: 7,645 shares; 2026Q1: 7,650 shares; 2026Q2: 7,654 shares; 2026Q3: 7,659 shares 7,659 $760K 0.1% +5 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; 2024Q4: 9,084 shares; 2025Q1: 9,010 shares; 2025Q2: 8,823 shares; 2025Q3: 8,823 shares; 2025Q4: 8,808 shares; 2026Q1: 8,074 shares; 2026Q2: 8,073 shares; 2026Q3: 8,073 shares 8,073 $724K 0.09% 0 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; 2024Q4: 13,447 shares; 2025Q1: 13,523 shares; 2025Q2: 13,644 shares; 2025Q3: 12,333 shares; 2025Q4: 12,418 shares; 2026Q1: 12,810 shares; 2026Q2: 12,589 shares; 2026Q3: 12,862 shares 12,862 $700K 0.09% +273 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,771 shares; 2025Q1: 8,772 shares; 2025Q2: 8,773 shares; 2025Q3: 8,556 shares; 2025Q4: 8,628 shares; 2026Q1: 8,629 shares; 2026Q2: 8,680 shares; 2026Q3: 8,682 shares 8,682 $695K 0.09% +2 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; 2024Q4: 33,072 shares; 2025Q1: 31,764 shares; 2025Q2: 31,917 shares; 2025Q3: 30,482 shares; 2025Q4: 28,473 shares; 2026Q1: 28,242 shares; 2026Q2: 28,249 shares; 2026Q3: 27,968 shares 27,968 $682K 0.09% -281 Timeline VT 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; 2024Q4: 4,285 shares; 2025Q1: 4,294 shares; 2025Q2: 4,279 shares; 2025Q3: 4,288 shares; 2025Q4: 4,292 shares; 2026Q1: 4,270 shares; 2026Q2: 4,279 shares; 2026Q3: 4,285 shares 4,285 $677K 0.09% +6 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,775 shares; 2026Q2: 5,826 shares; 2026Q3: 5,826 shares 5,826 $605K 0.08% 0 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; 2024Q4: 2,253 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,140 shares; 2026Q1: 2,186 shares; 2026Q2: 2,187 shares; 2026Q3: 2,133 shares 2,133 $597K 0.08% -54 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,234 shares; 2025Q1: 2,236 shares; 2025Q2: 2,224 shares; 2025Q3: 2,228 shares; 2025Q4: 2,234 shares; 2026Q1: 2,296 shares; 2026Q2: 2,303 shares; 2026Q3: 2,252 shares 2,252 $589K 0.07% -51 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,479 shares; 2025Q1: 2,483 shares; 2025Q2: 2,488 shares; 2025Q3: 2,492 shares; 2025Q4: 2,496 shares; 2026Q1: 2,500 shares; 2026Q2: 2,503 shares; 2026Q3: 2,507 shares 2,507 $577K 0.07% +4 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: 5,568 shares; 2026Q1: 6,975 shares; 2026Q2: 6,445 shares; 2026Q3: 6,424 shares 6,424 $560K 0.07% -21 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; 2024Q4: 4,935 shares; 2025Q1: 4,944 shares; 2025Q2: 4,976 shares; 2025Q3: 4,762 shares; 2025Q4: 4,762 shares; 2026Q1: 4,982 shares; 2026Q2: 4,983 shares; 2026Q3: 4,900 shares 4,900 $559K 0.07% -83 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,878 shares; 2025Q1: 1,845 shares; 2025Q2: 1,860 shares; 2025Q3: 1,861 shares; 2025Q4: 1,878 shares; 2026Q1: 1,880 shares; 2026Q2: 1,892 shares; 2026Q3: 1,552 shares 1,552 $558K 0.07% -340 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares; 2026Q3: 853 shares 853 $556K 0.07% +378 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; 2024Q4: 2,778 shares; 2025Q1: 2,785 shares; 2025Q2: 2,818 shares; 2025Q3: 2,822 shares; 2025Q4: 2,829 shares; 2026Q1: 2,883 shares; 2026Q2: 2,884 shares; 2026Q3: 2,832 shares 2,832 $540K 0.07% -52 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,217 shares; 2025Q3: 9,830 shares; 2025Q4: 10,738 shares; 2026Q1: 4,817 shares; 2026Q2: 4,864 shares; 2026Q3: 4,909 shares 4,909 $537K 0.07% +45 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; 2024Q4: 2,133 shares; 2025Q1: 2,138 shares; 2025Q2: 2,142 shares; 2025Q3: 2,147 shares; 2025Q4: 2,688 shares; 2026Q1: 3,746 shares; 2026Q2: 3,751 shares; 2026Q3: 3,170 shares 3,170 $529K 0.07% -581 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; 2024Q4: 16,890 shares; 2025Q1: 16,902 shares; 2025Q2: 16,914 shares; 2025Q3: 16,926 shares; 2025Q4: 16,939 shares; 2026Q1: 17,395 shares; 2026Q2: 17,407 shares; 2026Q3: 17,419 shares 17,419 $523K 0.07% +12 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,111 shares; 2025Q1: 2,112 shares; 2025Q2: 2,113 shares; 2025Q3: 2,115 shares; 2025Q4: 2,122 shares; 2026Q1: 2,322 shares; 2026Q2: 2,319 shares; 2026Q3: 2,319 shares 2,319 $516K 0.07% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,860 shares; 2025Q1: 11,860 shares; 2025Q2: 11,860 shares; 2025Q3: 11,860 shares; 2025Q4: 11,860 shares; 2026Q1: 11,860 shares; 2026Q2: 11,860 shares; 2026Q3: 11,860 shares 11,860 $514K 0.07% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,246 shares; 2026Q2: 14,160 shares; 2026Q3: 14,409 shares 14,409 $510K 0.06% +249 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; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares; 2026Q1: 3,524 shares; 2026Q2: 3,524 shares; 2026Q3: 3,524 shares 3,524 $510K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255 shares; 2025Q1: 333 shares; 2025Q2: 358 shares; 2025Q3: 395 shares; 2025Q4: 4,028 shares; 2026Q1: 4,956 shares; 2026Q2: 5,618 shares; 2026Q3: 7,284 shares 7,284 $507K 0.06% +1,666 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; 2024Q4: 4,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares; 2026Q3: 827 shares 827 $506K 0.06% +29 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 876 shares; 2025Q1: 884 shares; 2025Q2: 905 shares; 2025Q3: 906 shares; 2025Q4: 907 shares; 2026Q1: 908 shares; 2026Q2: 909 shares; 2026Q3: 910 shares 910 $502K 0.06% +1 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; 2024Q4: 1,785 shares; 2025Q1: 1,793 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,801 shares; 2026Q1: 1,830 shares; 2026Q2: 1,828 shares; 2026Q3: 1,799 shares 1,799 $490K 0.06% -29 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,328 shares; 2025Q1: 2,348 shares; 2025Q2: 2,349 shares; 2025Q3: 2,350 shares; 2025Q4: 2,352 shares; 2026Q1: 2,353 shares; 2026Q2: 2,355 shares; 2026Q3: 2,356 shares 2,356 $480K 0.06% +1 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares; 2026Q2: 1,691 shares; 2026Q3: 1,691 shares 1,691 $468K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 686 shares; 2025Q1: 796 shares; 2025Q2: 890 shares; 2025Q3: 967 shares; 2025Q4: 972 shares; 2026Q1: 896 shares; 2026Q2: 873 shares; 2026Q3: 889 shares 889 $459K 0.06% +16 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 569 shares; 2025Q1: 571 shares; 2025Q2: 572 shares; 2025Q3: 513 shares; 2025Q4: 514 shares; 2026Q1: 515 shares; 2026Q2: 516 shares; 2026Q3: 457 shares 457 $458K 0.06% -59 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; 2024Q4: 4,910 shares; 2025Q1: 4,913 shares; 2025Q2: 4,917 shares; 2025Q3: 4,513 shares; 2025Q4: 4,513 shares; 2026Q1: 4,513 shares; 2026Q2: 4,513 shares; 2026Q3: 4,513 shares 4,513 $455K 0.06% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,503 shares; 2025Q1: 12,505 shares; 2025Q2: 12,508 shares; 2025Q3: 12,510 shares; 2025Q4: 12,512 shares; 2026Q1: 12,515 shares; 2026Q2: 12,517 shares; 2026Q3: 12,519 shares 12,519 $450K 0.06% +2 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; 2024Q4: 1,597 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 1,639 shares; 2026Q2: 1,639 shares; 2026Q3: 1,613 shares 1,613 $449K 0.06% -26 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,400 shares; 2025Q4: 1,435 shares; 2026Q1: 2,575 shares; 2026Q2: 2,299 shares; 2026Q3: 1,943 shares 1,943 $446K 0.06% -356 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; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,431 shares; 2026Q3: 1,462 shares 1,462 $445K 0.06% +31 Timeline GDMA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,644 shares; 2025Q1: 10,648 shares; 2025Q2: 10,648 shares; 2025Q3: 10,648 shares; 2025Q4: 10,648 shares; 2026Q1: 10,781 shares; 2026Q2: 10,781 shares; 2026Q3: 10,781 shares 10,781 $439K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares; 2026Q2: 1,176 shares; 2026Q3: 1,119 shares 1,119 $434K 0.05% -57 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 942 shares; 2025Q1: 1,310 shares; 2025Q2: 1,420 shares; 2025Q3: 1,495 shares; 2025Q4: 1,575 shares; 2026Q1: 1,587 shares; 2026Q2: 1,587 shares; 2026Q3: 1,200 shares 1,200 $426K 0.05% -387 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares; 2026Q2: 337 shares; 2026Q3: 398 shares 398 $424K 0.05% +61 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,908 shares; 2025Q1: 4,017 shares; 2025Q2: 4,367 shares; 2025Q3: 4,452 shares; 2025Q4: 4,385 shares; 2026Q1: 4,408 shares; 2026Q2: 4,496 shares; 2026Q3: 4,144 shares 4,144 $424K 0.05% -352 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,879 shares; 2025Q1: 3,889 shares; 2025Q2: 3,863 shares; 2025Q3: 3,835 shares; 2025Q4: 3,850 shares; 2026Q1: 3,552 shares; 2026Q2: 3,615 shares; 2026Q3: 3,624 shares 3,624 $412K 0.05% +9 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,714 shares 2,714 $409K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 581 shares; 2026Q2: 543 shares; 2026Q3: 1,546 shares 1,546 $409K 0.05% +1,003 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,228 shares; 2025Q1: 4,090 shares; 2025Q2: 3,884 shares; 2025Q3: 3,917 shares; 2025Q4: 3,949 shares; 2026Q1: 3,935 shares; 2026Q2: 3,965 shares; 2026Q3: 3,994 shares 3,994 $402K 0.05% +29 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; 2024Q4: 910 shares; 2025Q1: 912 shares; 2025Q2: 913 shares; 2025Q3: 914 shares; 2025Q4: 915 shares; 2026Q1: 916 shares; 2026Q2: 917 shares; 2026Q3: 918 shares 918 $400K 0.05% +1 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,025 shares; 2025Q1: 4,018 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 4,055 shares; 2026Q3: 4,021 shares 4,021 $398K 0.05% -34 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 226 shares; 2026Q3: 226 shares 226 $393K 0.05% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,037 shares; 2025Q1: 112,745 shares; 2025Q2: 111,640 shares; 2025Q3: 112,770 shares; 2025Q4: 112,908 shares; 2026Q1: 114,311 shares; 2026Q2: 117,395 shares; 2026Q3: 4,395 shares 4,395 $393K 0.05% -113,000 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,598 shares; 2025Q1: 6,603 shares; 2025Q2: 6,608 shares; 2025Q3: 6,210 shares; 2025Q4: 6,209 shares; 2026Q1: 6,409 shares; 2026Q2: 6,409 shares; 2026Q3: 6,409 shares 6,409 $388K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,170 shares; 2026Q1: 1,171 shares; 2026Q2: 1,729 shares; 2026Q3: 1,731 shares 1,731 $384K 0.05% +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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,729 shares; 2025Q3: 18,649 shares; 2025Q4: 11,866 shares; 2026Q1: 10,627 shares; 2026Q2: 10,685 shares; 2026Q3: 10,746 shares 10,746 $383K 0.05% +61 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,308 shares; 2025Q1: 7,731 shares; 2025Q2: 7,590 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,214 shares; 2026Q3: 10,003 shares 10,003 $379K 0.05% -211 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,334 shares 3,334 $375K 0.05% new 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; 2024Q4: 2,785 shares; 2025Q1: 2,793 shares; 2025Q2: 2,803 shares; 2025Q3: 3,629 shares; 2025Q4: 3,470 shares; 2026Q1: 3,375 shares; 2026Q2: 3,403 shares; 2026Q3: 3,532 shares 3,532 $371K 0.05% +129 Timeline VGK 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; 2024Q4: 3,874 shares; 2025Q1: 3,885 shares; 2025Q2: 3,936 shares; 2025Q3: 3,943 shares; 2025Q4: 3,969 shares; 2026Q1: 4,152 shares; 2026Q2: 4,191 shares; 2026Q3: 4,198 shares 4,198 $364K 0.05% +7 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,772 shares; 2025Q1: 2,943 shares; 2025Q2: 3,037 shares; 2025Q3: 3,047 shares; 2025Q4: 2,928 shares; 2026Q1: 2,931 shares; 2026Q2: 2,934 shares; 2026Q3: 2,311 shares 2,311 $364K 0.05% -623 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,286 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 2,081 shares; 2026Q3: 1,255 shares 1,255 $364K 0.05% -826 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,220 shares; 2026Q3: 5,246 shares 5,246 $349K 0.04% +26 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,149 shares; 2026Q3: 2,410 shares 2,410 $344K 0.04% +261 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; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 2,776 shares; 2025Q3: 2,451 shares; 2025Q4: 2,113 shares; 2026Q1: 1,745 shares; 2026Q2: 1,853 shares; 2026Q3: 1,685 shares 1,685 $343K 0.04% -168 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; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 436 shares; 2026Q3: 354 shares 354 $337K 0.04% -82 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares; 2026Q3: 1,306 shares 1,306 $336K 0.04% 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; 2024Q4: 487 shares; 2025Q1: 491 shares; 2025Q2: 495 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 491 shares; 2026Q2: 491 shares; 2026Q3: 491 shares 491 $332K 0.04% 0 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,447 shares; 2026Q1: 4,447 shares; 2026Q2: 4,457 shares; 2026Q3: 4,457 shares 4,457 $330K 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares; 2026Q2: 1,581 shares; 2026Q3: 1,581 shares 1,581 $328K 0.04% 0 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; 2024Q4: not reported; 2025Q1: 2,111 shares; 2025Q2: 2,116 shares; 2025Q3: 2,120 shares; 2025Q4: 2,077 shares; 2026Q1: 2,081 shares; 2026Q2: 2,085 shares; 2026Q3: 2,074 shares 2,074 $322K 0.04% -11 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,842 shares; 2026Q3: 5,895 shares 5,895 $314K 0.04% +53 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; 2024Q4: 5,462 shares; 2025Q1: 5,407 shares; 2025Q2: 5,414 shares; 2025Q3: 5,422 shares; 2025Q4: 5,235 shares; 2026Q1: 4,984 shares; 2026Q2: 4,995 shares; 2026Q3: 5,005 shares 5,005 $312K 0.04% +10 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; 2024Q4: 5,038 shares; 2025Q1: 5,595 shares; 2025Q2: 5,844 shares; 2025Q3: 5,510 shares; 2025Q4: 5,516 shares; 2026Q1: 4,619 shares; 2026Q2: 4,619 shares; 2026Q3: 4,619 shares 4,619 $311K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,055 shares; 2025Q1: 2,100 shares; 2025Q2: not reported; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,167 shares; 2026Q2: 2,473 shares; 2026Q3: 2,473 shares 2,473 $310K 0.04% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 143 shares; 2026Q3: 149 shares 149 $308K 0.04% +6 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: not reported; 2026Q1: 685 shares; 2026Q2: 789 shares; 2026Q3: 984 shares 984 $308K 0.04% +195 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: 3,034 shares; 2026Q1: 3,220 shares; 2026Q2: 3,234 shares; 2026Q3: 3,056 shares 3,056 $307K 0.04% -178 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,588 shares; 2025Q1: 8,588 shares; 2025Q2: 8,588 shares; 2025Q3: 7,705 shares; 2025Q4: 7,705 shares; 2026Q1: 7,705 shares; 2026Q2: 7,705 shares; 2026Q3: 7,705 shares 7,705 $305K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,827 shares; 2025Q1: 1,899 shares; 2025Q2: 1,900 shares; 2025Q3: 1,902 shares; 2025Q4: 1,903 shares; 2026Q1: 1,876 shares; 2026Q2: 1,877 shares; 2026Q3: 1,839 shares 1,839 $302K 0.04% -38 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,201 shares; 2026Q3: 1,514 shares 1,514 $302K 0.04% -687 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,838 shares; 2026Q3: 1,838 shares 1,838 $299K 0.04% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares; 2026Q3: 699 shares 699 $295K 0.04% -47 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,285 shares; 2025Q1: 4,285 shares; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,285 shares; 2026Q2: 4,285 shares; 2026Q3: 4,285 shares 4,285 $292K 0.04% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,414 shares; 2026Q1: 1,767 shares; 2026Q2: 1,794 shares; 2026Q3: 2,083 shares 2,083 $285K 0.04% +289 Timeline XLB 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; 2024Q4: 3,139 shares; 2025Q1: 3,144 shares; 2025Q2: 3,150 shares; 2025Q3: 2,875 shares; 2025Q4: 5,764 shares; 2026Q1: 5,774 shares; 2026Q2: 5,751 shares; 2026Q3: 5,695 shares 5,695 $277K 0.04% -56 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 298 shares; 2026Q3: 299 shares 299 $276K 0.03% +1 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $271K 0.03% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $267K 0.03% 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; 2024Q4: 4,630 shares; 2025Q1: 4,615 shares; 2025Q2: 4,891 shares; 2025Q3: 4,890 shares; 2025Q4: 5,100 shares; 2026Q1: 4,924 shares; 2026Q2: 4,742 shares; 2026Q3: 4,749 shares 4,749 $267K 0.03% +7 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,703 shares; 2026Q2: 2,764 shares; 2026Q3: 2,818 shares 2,818 $265K 0.03% +54 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,202 shares; 2025Q4: 2,205 shares; 2026Q1: 2,207 shares; 2026Q2: 2,209 shares; 2026Q3: 2,201 shares 2,201 $264K 0.03% -8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,765 shares; 2026Q1: 1,767 shares; 2026Q2: 1,770 shares; 2026Q3: 1,773 shares 1,773 $264K 0.03% +3 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 986 shares; 2026Q3: 750 shares 750 $264K 0.03% -236 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; 2024Q4: not reported; 2025Q1: 3,403 shares; 2025Q2: 3,443 shares; 2025Q3: 3,455 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares; 2026Q2: 3,601 shares; 2026Q3: 3,883 shares 3,883 $262K 0.03% +282 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,598 shares; 2026Q3: 1,886 shares 1,886 $261K 0.03% +288 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,026 shares 3,026 $258K 0.03% new Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 3,549 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares; 2026Q2: 3,563 shares; 2026Q3: 3,563 shares 3,563 $257K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,737 shares; 2025Q1: 3,737 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,754 shares; 2026Q1: 3,754 shares; 2026Q2: 3,754 shares; 2026Q3: 3,754 shares 3,754 $255K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,899 shares; 2025Q3: 1,599 shares; 2025Q4: 1,662 shares; 2026Q1: 1,651 shares; 2026Q2: not reported; 2026Q3: 1,326 shares 1,326 $248K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 778 shares; 2025Q4: 781 shares; 2026Q1: 783 shares; 2026Q2: 3,137 shares; 2026Q3: 3,133 shares 3,133 $246K 0.03% -4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,417 shares; 2025Q1: 3,316 shares; 2025Q2: 3,405 shares; 2025Q3: 2,467 shares; 2025Q4: 2,470 shares; 2026Q1: 2,474 shares; 2026Q2: 2,481 shares; 2026Q3: 2,486 shares 2,486 $246K 0.03% +5 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,319 shares; 2025Q1: 2,323 shares; 2025Q2: 2,325 shares; 2025Q3: 2,327 shares; 2025Q4: 2,331 shares; 2026Q1: 2,337 shares; 2026Q2: 2,121 shares; 2026Q3: 1,977 shares 1,977 $243K 0.03% -144 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 557 shares; 2026Q3: 526 shares 526 $240K 0.03% -31 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,874 shares; 2026Q2: not reported; 2026Q3: 2,005 shares 2,005 $231K 0.03% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,071 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares; 2026Q2: 838 shares; 2026Q3: 861 shares 861 $229K 0.03% +23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,076 shares 1,076 $227K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares; 2026Q3: 433 shares 433 $226K 0.03% -37 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; 2024Q4: 3,038 shares; 2025Q1: 3,040 shares; 2025Q2: 3,043 shares; 2025Q3: 2,995 shares; 2025Q4: 2,849 shares; 2026Q1: 2,647 shares; 2026Q2: 2,647 shares; 2026Q3: 2,650 shares 2,650 $226K 0.03% +3 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,240 shares; 2025Q1: 23,240 shares; 2025Q2: 23,240 shares; 2025Q3: 23,240 shares; 2025Q4: 23,240 shares; 2026Q1: 23,240 shares; 2026Q2: 23,240 shares; 2026Q3: 23,240 shares 23,240 $222K 0.03% 0 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; 2024Q4: 1,186 shares; 2025Q1: 1,464 shares; 2025Q2: 1,173 shares; 2025Q3: 1,067 shares; 2025Q4: 1,070 shares; 2026Q1: 864 shares; 2026Q2: 864 shares; 2026Q3: 865 shares 865 $220K 0.03% +1 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares; 2026Q3: 657 shares 657 $218K 0.03% +32 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,290 shares; 2026Q2: not reported; 2026Q3: 2,289 shares 2,289 $218K 0.03% new Timeline RDVY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,754 shares; 2026Q3: 2,756 shares 2,756 $216K 0.03% +2 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,734 shares; 2025Q1: 20,538 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,015 shares 1,015 $214K 0.03% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,101 shares; 2026Q3: 8,254 shares 8,254 $212K 0.03% +153 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,150 shares; 2026Q3: 3,150 shares 3,150 $210K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 427 shares 427 $210K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 508 shares 508 $207K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares; 2026Q3: 885 shares 885 $207K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares; 2026Q3: 730 shares 730 $203K 0.03% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,470 shares; 2026Q3: 986 shares 986 $202K 0.03% -484 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,861 shares 10,861 $127K 0.02% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,166 shares; 2025Q4: 15,324 shares; 2026Q1: 15,324 shares; 2026Q2: 19,274 shares; 2026Q3: 19,274 shares 19,274 $127K 0.02% 0 Timeline