AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,297 shares; 2024Q4: 51,562 shares; 2025Q1: 53,824 shares; 2025Q2: 54,160 shares; 2025Q3: 54,584 shares; 2025Q4: 58,215 shares; 2026Q1: 59,112 shares; 2026Q2: 59,476 shares 59,476 $22.5M 7.62% +364 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,108 shares; 2024Q4: 72,645 shares; 2025Q1: 73,040 shares; 2025Q2: 71,700 shares; 2025Q3: 70,509 shares; 2025Q4: 71,944 shares; 2026Q1: 71,540 shares; 2026Q2: 69,387 shares 69,387 $20.1M 6.81% -2,153 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196,069 shares; 2024Q4: 1,169,971 shares; 2025Q1: 1,152,946 shares; 2025Q2: 1,155,633 shares; 2025Q3: 1,168,085 shares; 2025Q4: 1,179,585 shares; 2026Q1: 1,172,638 shares; 2026Q2: 1,173,970 shares 1,173,970 $16.1M 5.46% +1,332 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: 64,407 shares; 2024Q4: 64,261 shares; 2025Q1: 64,734 shares; 2025Q2: 64,518 shares; 2025Q3: 64,264 shares; 2025Q4: 63,180 shares; 2026Q1: 63,049 shares; 2026Q2: 62,771 shares 62,771 $15M 5.08% -278 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: 54,758 shares; 2024Q4: 57,376 shares; 2025Q1: 60,108 shares; 2025Q2: 60,913 shares; 2025Q3: 63,210 shares; 2025Q4: 67,107 shares; 2026Q1: 67,192 shares; 2026Q2: 67,962 shares 67,962 $13.6M 4.61% +770 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; 2024Q3: 16,927 shares; 2024Q4: 19,154 shares; 2025Q1: 19,453 shares; 2025Q2: 19,461 shares; 2025Q3: 10,735 shares; 2025Q4: 10,043 shares; 2026Q1: 9,522 shares; 2026Q2: 10,412 shares 10,412 $12M 4.08% +890 Timeline JEPQ 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: 83,145 shares; 2024Q4: 90,355 shares; 2025Q1: 97,141 shares; 2025Q2: 109,772 shares; 2025Q3: 127,027 shares; 2025Q4: 139,234 shares; 2026Q1: 150,658 shares; 2026Q2: 156,378 shares 156,378 $9.61M 3.26% +5,720 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,609 shares; 2024Q4: 53,153 shares; 2025Q1: 100,542 shares; 2025Q2: 95,492 shares; 2025Q3: 112,775 shares; 2025Q4: 158,437 shares; 2026Q1: 170,517 shares; 2026Q2: 182,548 shares 182,548 $9.44M 3.2% +12,031 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: 22,694 shares; 2024Q4: 21,051 shares; 2025Q1: 19,960 shares; 2025Q2: 17,793 shares; 2025Q3: 17,515 shares; 2025Q4: 17,580 shares; 2026Q1: 18,341 shares; 2026Q2: 19,072 shares 19,072 $6.74M 2.29% +731 Timeline FDLO 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96,159 shares 96,159 $6.57M 2.23% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,077 shares; 2025Q4: 62,801 shares; 2026Q1: 92,342 shares; 2026Q2: 105,157 shares 105,157 $5.84M 1.98% +12,815 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: 10,696 shares; 2024Q4: 10,703 shares; 2025Q1: 10,721 shares; 2025Q2: 10,757 shares; 2025Q3: 10,761 shares; 2025Q4: 10,975 shares; 2026Q1: 10,989 shares; 2026Q2: 10,721 shares 10,721 $5.51M 1.87% -268 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: 97,685 shares; 2024Q4: 101,235 shares; 2025Q1: 106,638 shares; 2025Q2: 108,734 shares; 2025Q3: 112,964 shares; 2025Q4: 81,971 shares; 2026Q1: 82,364 shares; 2026Q2: 83,881 shares 83,881 $4.74M 1.61% +1,517 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: 71,945 shares; 2024Q4: 87,029 shares; 2025Q1: 96,381 shares; 2025Q2: 101,389 shares; 2025Q3: 110,277 shares; 2025Q4: 117,219 shares; 2026Q1: 116,705 shares; 2026Q2: 44,137 shares 44,137 $4.26M 1.44% -72,568 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; 2024Q3: 12,201 shares; 2024Q4: 19,897 shares; 2025Q1: 41,264 shares; 2025Q2: 46,997 shares; 2025Q3: 60,294 shares; 2025Q4: 77,118 shares; 2026Q1: 83,920 shares; 2026Q2: 91,987 shares 91,987 $4.21M 1.43% +8,067 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,074 shares; 2025Q3: 50,166 shares; 2025Q4: 49,608 shares; 2026Q1: 46,619 shares; 2026Q2: 45,565 shares 45,565 $4.18M 1.42% -1,054 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: 13,668 shares; 2024Q4: 15,400 shares; 2025Q1: 15,231 shares; 2025Q2: 15,139 shares; 2025Q3: 15,127 shares; 2025Q4: 15,133 shares; 2026Q1: 15,367 shares; 2026Q2: 15,754 shares 15,754 $3.96M 1.35% +387 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,232 shares; 2024Q4: 8,274 shares; 2025Q1: 9,406 shares; 2025Q2: 10,201 shares; 2025Q3: 12,598 shares; 2025Q4: 57,390 shares; 2026Q1: 111,358 shares; 2026Q2: 120,396 shares 120,396 $3.47M 1.18% +9,038 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,672 shares; 2026Q1: 46,776 shares; 2026Q2: 69,531 shares 69,531 $3.33M 1.13% +22,755 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,713 shares; 2024Q4: 6,826 shares; 2025Q1: 9,049 shares; 2025Q2: 9,425 shares; 2025Q3: 9,371 shares; 2025Q4: 9,448 shares; 2026Q1: 9,249 shares; 2026Q2: 9,227 shares 9,227 $3.3M 1.12% -22 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: 23,151 shares; 2024Q4: 22,881 shares; 2025Q1: 22,693 shares; 2025Q2: 22,490 shares; 2025Q3: 22,259 shares; 2025Q4: 23,078 shares; 2026Q1: 22,764 shares; 2026Q2: 22,466 shares 22,466 $3.29M 1.12% -298 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: 2,077 shares; 2024Q4: 2,549 shares; 2025Q1: 2,832 shares; 2025Q2: 2,783 shares; 2025Q3: 2,792 shares; 2025Q4: 2,671 shares; 2026Q1: 2,628 shares; 2026Q2: 2,744 shares 2,744 $3.29M 1.12% +116 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: 2,651 shares; 2024Q4: 3,471 shares; 2025Q1: 3,847 shares; 2025Q2: 4,142 shares; 2025Q3: 4,309 shares; 2025Q4: 6,734 shares; 2026Q1: 6,691 shares; 2026Q2: 5,669 shares 5,669 $3.19M 1.08% -1,022 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; 2024Q3: 14,700 shares; 2024Q4: 14,200 shares; 2025Q1: 17,141 shares; 2025Q2: 18,517 shares; 2025Q3: 15,494 shares; 2025Q4: 9,472 shares; 2026Q1: 9,018 shares; 2026Q2: 9,002 shares 9,002 $3.01M 1.02% -16 Timeline HELO 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: 38,599 shares; 2024Q4: 47,029 shares; 2025Q1: 52,973 shares; 2025Q2: 48,220 shares; 2025Q3: 46,948 shares; 2025Q4: 46,224 shares; 2026Q1: 40,633 shares; 2026Q2: 40,081 shares 40,081 $2.71M 0.92% -552 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: 54,964 shares; 2024Q4: 53,905 shares; 2025Q1: 53,633 shares; 2025Q2: 52,951 shares; 2025Q3: 51,663 shares; 2025Q4: 51,461 shares; 2026Q1: 51,018 shares; 2026Q2: 47,236 shares 47,236 $2.69M 0.91% -3,782 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: 3,081 shares; 2024Q4: 3,381 shares; 2025Q1: 3,582 shares; 2025Q2: 3,538 shares; 2025Q3: 5,279 shares; 2025Q4: 5,580 shares; 2026Q1: 6,163 shares; 2026Q2: 3,464 shares 3,464 $2.64M 0.9% -2,699 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: 5,823 shares; 2024Q4: 5,953 shares; 2025Q1: 6,341 shares; 2025Q2: 6,285 shares; 2025Q3: 6,332 shares; 2025Q4: 6,380 shares; 2026Q1: 6,420 shares; 2026Q2: 6,590 shares 6,590 $2.46M 0.83% +170 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865,546 shares; 2024Q4: 850,435 shares; 2025Q1: 811,022 shares; 2025Q2: 811,019 shares; 2025Q3: 665,424 shares; 2025Q4: 579,222 shares; 2026Q1: 529,153 shares; 2026Q2: 467,237 shares 467,237 $2.43M 0.82% -61,916 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,296 shares; 2024Q4: 19,831 shares; 2025Q1: 25,180 shares; 2025Q2: 27,963 shares; 2025Q3: 31,292 shares; 2025Q4: 35,599 shares; 2026Q1: 38,166 shares; 2026Q2: 43,947 shares 43,947 $2.22M 0.75% +5,781 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 2,071 shares; 2025Q2: 1,849 shares; 2025Q3: 2,001 shares; 2025Q4: 2,446 shares; 2026Q1: 2,360 shares; 2026Q2: 2,353 shares 2,353 $2.2M 0.75% -7 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,616 shares; 2025Q1: 3,215 shares; 2025Q2: 3,123 shares; 2025Q3: 3,093 shares; 2025Q4: 2,942 shares; 2026Q1: 2,922 shares; 2026Q2: 2,908 shares 2,908 $2.09M 0.71% -14 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,680 shares; 2025Q4: 24,787 shares; 2026Q1: 30,880 shares; 2026Q2: 35,122 shares 35,122 $2.08M 0.71% +4,242 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,396 shares; 2024Q4: 308,898 shares; 2025Q1: 259,627 shares; 2025Q2: 241,512 shares; 2025Q3: 194,441 shares; 2025Q4: 164,189 shares; 2026Q1: 159,518 shares; 2026Q2: 150,182 shares 150,182 $1.92M 0.65% -9,336 Timeline FVD 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: 75,699 shares; 2024Q4: 76,965 shares; 2025Q1: 73,405 shares; 2025Q2: 68,041 shares; 2025Q3: 55,164 shares; 2025Q4: 45,430 shares; 2026Q1: 41,516 shares; 2026Q2: 39,748 shares 39,748 $1.92M 0.65% -1,768 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,879 shares; 2025Q4: 4,850 shares; 2026Q1: 4,856 shares; 2026Q2: 4,317 shares 4,317 $1.84M 0.62% -539 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,014 shares; 2025Q2: 4,722 shares; 2025Q3: 4,640 shares; 2025Q4: 8,267 shares; 2026Q1: 10,250 shares; 2026Q2: 13,105 shares 13,105 $1.83M 0.62% +2,855 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: 5,005 shares; 2024Q4: 5,053 shares; 2025Q1: 5,282 shares; 2025Q2: 5,311 shares; 2025Q3: 5,305 shares; 2025Q4: 5,248 shares; 2026Q1: 5,578 shares; 2026Q2: 5,493 shares 5,493 $1.8M 0.61% -85 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: 23,314 shares; 2024Q4: 23,245 shares; 2025Q1: 22,822 shares; 2025Q2: 22,663 shares; 2025Q3: 22,305 shares; 2025Q4: 21,719 shares; 2026Q1: 22,247 shares; 2026Q2: 22,067 shares 22,067 $1.79M 0.61% -180 Timeline JGRO 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: not reported; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 3,987 shares; 2025Q4: 12,483 shares; 2026Q1: 15,561 shares; 2026Q2: 17,204 shares 17,204 $1.7M 0.58% +1,643 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: 4,672 shares; 2024Q4: 4,494 shares; 2025Q1: 4,476 shares; 2025Q2: 4,358 shares; 2025Q3: 4,181 shares; 2025Q4: 6,151 shares; 2026Q1: 6,214 shares; 2026Q2: 6,591 shares 6,591 $1.67M 0.57% +377 Timeline HYD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,545 shares; 2025Q3: 31,176 shares; 2025Q4: 32,241 shares; 2026Q1: 32,281 shares; 2026Q2: 32,342 shares 32,342 $1.67M 0.57% +61 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: 10,467 shares; 2024Q4: 10,436 shares; 2025Q1: 10,436 shares; 2025Q2: 10,437 shares; 2025Q3: 10,354 shares; 2025Q4: 10,349 shares; 2026Q1: 11,162 shares; 2026Q2: 12,133 shares 12,133 $1.66M 0.56% +971 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: 394 shares; 2025Q3: 422 shares; 2025Q4: 1,080 shares; 2026Q1: 1,213 shares; 2026Q2: 1,368 shares 1,368 $1.61M 0.55% +155 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: 5,146 shares; 2024Q4: 4,952 shares; 2025Q1: 4,585 shares; 2025Q2: 4,574 shares; 2025Q3: 4,538 shares; 2025Q4: 4,578 shares; 2026Q1: 4,585 shares; 2026Q2: 4,552 shares 4,552 $1.56M 0.53% -33 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; 2024Q3: 20,420 shares; 2024Q4: 20,095 shares; 2025Q1: 19,248 shares; 2025Q2: 19,859 shares; 2025Q3: 21,010 shares; 2025Q4: 21,010 shares; 2026Q1: 21,295 shares; 2026Q2: 18,806 shares 18,806 $1.55M 0.53% -2,489 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: 21,590 shares; 2024Q4: 21,311 shares; 2025Q1: 21,113 shares; 2025Q2: 21,047 shares; 2025Q3: 20,975 shares; 2025Q4: 21,142 shares; 2026Q1: 19,190 shares; 2026Q2: 18,765 shares 18,765 $1.53M 0.52% -425 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,457 shares; 2024Q4: 7,649 shares; 2025Q1: 7,577 shares; 2025Q2: 7,831 shares; 2025Q3: 7,823 shares; 2025Q4: 7,678 shares; 2026Q1: 7,945 shares; 2026Q2: 7,730 shares 7,730 $1.51M 0.51% -215 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,632 shares; 2024Q4: 53,999 shares; 2025Q1: 53,715 shares; 2025Q2: 54,167 shares; 2025Q3: 52,999 shares; 2025Q4: 51,511 shares; 2026Q1: 42,903 shares; 2026Q2: 40,066 shares 40,066 $1.48M 0.5% -2,837 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,570 shares; 2024Q4: 83,594 shares; 2025Q1: 84,065 shares; 2025Q2: 80,701 shares; 2025Q3: 79,469 shares; 2025Q4: 81,658 shares; 2026Q1: 82,083 shares; 2026Q2: 77,383 shares 77,383 $1.43M 0.49% -4,700 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: 3,083 shares; 2024Q4: 3,063 shares; 2025Q1: 3,045 shares; 2025Q2: 3,024 shares; 2025Q3: 4,838 shares; 2025Q4: 4,786 shares; 2026Q1: 4,759 shares; 2026Q2: 5,642 shares 5,642 $1.4M 0.48% +883 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: 17,481 shares; 2024Q4: 17,407 shares; 2025Q1: 17,371 shares; 2025Q2: 17,313 shares; 2025Q3: 16,988 shares; 2025Q4: 16,970 shares; 2026Q1: 16,538 shares; 2026Q2: 16,249 shares 16,249 $1.36M 0.46% -289 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,017 shares; 2025Q3: 16,140 shares; 2025Q4: 47,537 shares; 2026Q1: 51,003 shares; 2026Q2: 51,044 shares 51,044 $1.29M 0.44% +41 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,540 shares; 2024Q4: 4,540 shares; 2025Q1: 5,479 shares; 2025Q2: 5,678 shares; 2025Q3: 6,688 shares; 2025Q4: 7,170 shares; 2026Q1: 7,625 shares; 2026Q2: 7,629 shares 7,629 $1.25M 0.42% +4 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: 29,933 shares; 2024Q4: 29,913 shares; 2025Q1: 30,459 shares; 2025Q2: 29,507 shares; 2025Q3: 29,713 shares; 2025Q4: 30,127 shares; 2026Q1: 29,797 shares; 2026Q2: 29,369 shares 29,369 $1.24M 0.42% -428 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,963 shares; 2024Q4: 43,048 shares; 2025Q1: 43,102 shares; 2025Q2: 43,214 shares; 2025Q3: 43,116 shares; 2025Q4: 41,169 shares; 2026Q1: 41,277 shares; 2026Q2: 41,382 shares 41,382 $1.22M 0.41% +105 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,290 shares; 2026Q2: 28,124 shares 28,124 $1.19M 0.4% +21,834 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: 1,195 shares; 2024Q4: 1,295 shares; 2025Q1: 1,371 shares; 2025Q2: 1,472 shares; 2025Q3: 1,746 shares; 2025Q4: 2,323 shares; 2026Q1: 1,779 shares; 2026Q2: 1,678 shares 1,678 $1.15M 0.39% -101 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: 12,935 shares; 2024Q4: 12,863 shares; 2025Q1: 12,875 shares; 2025Q2: 12,694 shares; 2025Q3: 12,580 shares; 2025Q4: 12,659 shares; 2026Q1: 12,522 shares; 2026Q2: 12,284 shares 12,284 $1.13M 0.38% -238 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF 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: 9,225 shares; 2026Q1: 35,196 shares; 2026Q2: 43,430 shares 43,430 $1.09M 0.37% +8,234 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 27,367 shares 27,367 $1.07M 0.36% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 664 shares; 2025Q4: 654 shares; 2026Q1: 1,153 shares; 2026Q2: 3,130 shares 3,130 $1.06M 0.36% +1,977 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: 3,090 shares; 2024Q4: 3,093 shares; 2025Q1: 3,108 shares; 2025Q2: 3,100 shares; 2025Q3: 3,101 shares; 2025Q4: 3,540 shares; 2026Q1: 3,585 shares; 2026Q2: 3,742 shares 3,742 $1.05M 0.36% +157 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621,771 shares; 2024Q4: 609,860 shares; 2025Q1: 570,657 shares; 2025Q2: 319,410 shares; 2025Q3: 195,238 shares; 2025Q4: 136,816 shares; 2026Q1: 120,455 shares; 2026Q2: 111,452 shares 111,452 $1.04M 0.35% -9,003 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,915 shares; 2024Q4: 15,665 shares; 2025Q1: 15,443 shares; 2025Q2: 15,213 shares; 2025Q3: 11,244 shares; 2025Q4: 8,519 shares; 2026Q1: 8,469 shares; 2026Q2: 8,869 shares 8,869 $1.01M 0.34% +400 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: 8,746 shares; 2024Q4: 8,692 shares; 2025Q1: 8,693 shares; 2025Q2: 8,721 shares; 2025Q3: 8,747 shares; 2025Q4: 8,794 shares; 2026Q1: 10,501 shares; 2026Q2: 10,501 shares 10,501 $1.01M 0.34% 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: 7,258 shares; 2024Q4: 7,074 shares; 2025Q1: 6,693 shares; 2025Q2: 7,029 shares; 2025Q3: 6,497 shares; 2025Q4: 5,221 shares; 2026Q1: 4,602 shares; 2026Q2: 4,277 shares 4,277 $971K 0.33% -325 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; 2024Q3: 4,113 shares; 2024Q4: 4,091 shares; 2025Q1: 4,073 shares; 2025Q2: 4,071 shares; 2025Q3: 4,199 shares; 2025Q4: 4,328 shares; 2026Q1: 4,308 shares; 2026Q2: 4,294 shares 4,294 $957K 0.32% -14 Timeline JIVE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,326 shares 10,326 $950K 0.32% new 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: 8,387 shares; 2024Q4: 7,806 shares; 2025Q1: 7,488 shares; 2025Q2: 7,511 shares; 2025Q3: 7,533 shares; 2025Q4: 6,967 shares; 2026Q1: 7,198 shares; 2026Q2: 6,967 shares 6,967 $943K 0.32% -231 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,830 shares; 2025Q1: 6,799 shares; 2025Q2: 6,803 shares; 2025Q3: 5,978 shares; 2025Q4: 5,978 shares; 2026Q1: 5,976 shares; 2026Q2: 5,972 shares 5,972 $936K 0.32% -4 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: 1,465 shares; 2024Q4: 1,485 shares; 2025Q1: 1,718 shares; 2025Q2: 1,927 shares; 2025Q3: 1,921 shares; 2025Q4: 1,950 shares; 2026Q1: 2,271 shares; 2026Q2: 2,205 shares 2,205 $927K 0.31% -66 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,404 shares; 2024Q4: 4,450 shares; 2025Q1: 4,461 shares; 2025Q2: 4,387 shares; 2025Q3: 4,176 shares; 2025Q4: 4,126 shares; 2026Q1: 3,860 shares; 2026Q2: 3,847 shares 3,847 $914K 0.31% -13 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 3,431 shares; 2025Q1: 3,556 shares; 2025Q2: 3,668 shares; 2025Q3: 3,429 shares; 2025Q4: 3,304 shares; 2026Q1: 3,212 shares; 2026Q2: 3,028 shares 3,028 $905K 0.31% -184 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,693 shares; 2025Q3: 22,805 shares; 2025Q4: 22,488 shares; 2026Q1: 25,204 shares; 2026Q2: 25,222 shares 25,222 $879K 0.3% +18 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: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 2,760 shares; 2025Q3: 3,055 shares; 2025Q4: 3,410 shares; 2026Q1: 3,705 shares; 2026Q2: 3,705 shares 3,705 $877K 0.3% 0 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: not reported; 2024Q4: 12,223 shares; 2025Q1: 12,245 shares; 2025Q2: 12,265 shares; 2025Q3: 12,285 shares; 2025Q4: 12,304 shares; 2026Q1: 12,098 shares; 2026Q2: 12,116 shares 12,116 $872K 0.3% +18 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,501 shares; 2025Q1: 4,639 shares; 2025Q2: 4,747 shares; 2025Q3: 4,748 shares; 2025Q4: 4,736 shares; 2026Q1: 4,730 shares; 2026Q2: 4,746 shares 4,746 $859K 0.29% +16 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: 6,585 shares; 2024Q4: 6,745 shares; 2025Q1: 7,052 shares; 2025Q2: 7,475 shares; 2025Q3: 7,491 shares; 2025Q4: 7,646 shares; 2026Q1: 7,438 shares; 2026Q2: 7,376 shares 7,376 $835K 0.28% -62 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: 3,271 shares; 2024Q4: 3,283 shares; 2025Q1: 3,397 shares; 2025Q2: 3,388 shares; 2025Q3: 3,284 shares; 2025Q4: 3,302 shares; 2026Q1: 3,087 shares; 2026Q2: 3,087 shares 3,087 $835K 0.28% 0 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: 461 shares; 2024Q4: 448 shares; 2025Q1: 978 shares; 2025Q2: 1,002 shares; 2025Q3: 1,009 shares; 2025Q4: 1,129 shares; 2026Q1: 1,121 shares; 2026Q2: 1,104 shares 1,104 $825K 0.28% -17 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: 897 shares; 2024Q4: 953 shares; 2025Q1: 933 shares; 2025Q2: 1,043 shares; 2025Q3: 1,046 shares; 2025Q4: 1,149 shares; 2026Q1: 1,131 shares; 2026Q2: 1,103 shares 1,103 $812K 0.28% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,231 shares 8,231 $795K 0.27% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,605 shares; 2024Q4: 14,964 shares; 2025Q1: 14,689 shares; 2025Q2: 10,375 shares; 2025Q3: 9,358 shares; 2025Q4: 8,863 shares; 2026Q1: 8,503 shares; 2026Q2: 6,939 shares 6,939 $721K 0.24% -1,564 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: 2,070 shares; 2024Q4: 2,088 shares; 2025Q1: 2,068 shares; 2025Q2: 2,040 shares; 2025Q3: 2,000 shares; 2025Q4: 1,990 shares; 2026Q1: 2,064 shares; 2026Q2: 1,946 shares 1,946 $705K 0.24% -118 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,892 shares; 2024Q4: 18,396 shares; 2025Q1: 18,303 shares; 2025Q2: 16,807 shares; 2025Q3: 16,611 shares; 2025Q4: 16,216 shares; 2026Q1: 15,917 shares; 2026Q2: 15,772 shares 15,772 $702K 0.24% -145 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: 2,330 shares; 2024Q4: 2,241 shares; 2025Q1: 2,288 shares; 2025Q2: 2,310 shares; 2025Q3: 2,316 shares; 2025Q4: 2,144 shares; 2026Q1: 2,108 shares; 2026Q2: 1,981 shares 1,981 $699K 0.24% -127 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,630 shares; 2025Q1: 7,790 shares; 2025Q2: 11,649 shares; 2025Q3: not reported; 2025Q4: 21,109 shares; 2026Q1: 20,905 shares; 2026Q2: 20,760 shares 20,760 $691K 0.23% -145 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: 296 shares; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 697 shares; 2025Q3: 766 shares; 2025Q4: 3,350 shares; 2026Q1: 5,385 shares; 2026Q2: 6,660 shares 6,660 $661K 0.22% +1,275 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 12,192 shares; 2026Q1: 15,338 shares; 2026Q2: 18,392 shares 18,392 $657K 0.22% +3,054 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: 1,578 shares; 2024Q4: 1,655 shares; 2025Q1: 1,646 shares; 2025Q2: 1,638 shares; 2025Q3: 1,634 shares; 2025Q4: 1,614 shares; 2026Q1: 1,749 shares; 2026Q2: 1,752 shares 1,752 $655K 0.22% +3 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 11,273 shares; 2025Q4: 15,704 shares; 2026Q1: 18,243 shares; 2026Q2: 25,003 shares 25,003 $649K 0.22% +6,760 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 8,069 shares; 2026Q2: 12,098 shares 12,098 $594K 0.2% +4,029 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: 3,313 shares; 2024Q4: 3,263 shares; 2025Q1: 3,286 shares; 2025Q2: 3,241 shares; 2025Q3: 3,215 shares; 2025Q4: 2,341 shares; 2026Q1: 1,976 shares; 2026Q2: 1,955 shares 1,955 $573K 0.19% -21 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: 3,395 shares; 2024Q4: 3,422 shares; 2025Q1: 3,453 shares; 2025Q2: 3,430 shares; 2025Q3: 3,417 shares; 2025Q4: 3,442 shares; 2026Q1: 2,955 shares; 2026Q2: 2,591 shares 2,591 $571K 0.19% -364 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,435 shares; 2026Q1: 3,705 shares; 2026Q2: 4,027 shares 4,027 $530K 0.18% +322 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: 1,082 shares; 2024Q4: 1,086 shares; 2025Q1: 1,091 shares; 2025Q2: 1,084 shares; 2025Q3: 1,073 shares; 2025Q4: 1,035 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $517K 0.18% 0 Timeline JIRE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,852 shares; 2026Q1: 3,907 shares; 2026Q2: 6,062 shares 6,062 $500K 0.17% +2,155 Timeline QUAL 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: 2,502 shares; 2025Q3: 2,483 shares; 2025Q4: 2,707 shares; 2026Q1: 2,713 shares; 2026Q2: 2,256 shares 2,256 $495K 0.17% -457 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: 3,044 shares; 2024Q4: 2,997 shares; 2025Q1: 3,007 shares; 2025Q2: 2,859 shares; 2025Q3: 2,712 shares; 2025Q4: 2,642 shares; 2026Q1: 2,721 shares; 2026Q2: 2,662 shares 2,662 $492K 0.17% -59 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,095 shares; 2024Q4: 43,389 shares; 2025Q1: 44,329 shares; 2025Q2: 44,482 shares; 2025Q3: 44,124 shares; 2025Q4: 37,420 shares; 2026Q1: 36,711 shares; 2026Q2: 34,689 shares 34,689 $482K 0.16% -2,022 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,379 shares; 2024Q4: 22,484 shares; 2025Q1: 22,648 shares; 2025Q2: 17,254 shares; 2025Q3: 17,396 shares; 2025Q4: 17,655 shares; 2026Q1: 18,226 shares; 2026Q2: 18,400 shares 18,400 $452K 0.15% +174 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,039 shares; 2024Q4: 107,434 shares; 2025Q1: 92,513 shares; 2025Q2: 81,725 shares; 2025Q3: 71,963 shares; 2025Q4: 52,094 shares; 2026Q1: 47,281 shares; 2026Q2: 39,174 shares 39,174 $447K 0.15% -8,107 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; 2024Q3: 118,000 shares; 2024Q4: 70,200 shares; 2025Q1: 64,900 shares; 2025Q2: 58,300 shares; 2025Q3: 30,400 shares; 2025Q4: 28,000 shares; 2026Q1: 24,166 shares; 2026Q2: 24,166 shares 24,166 $433K 0.15% 0 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: 1,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 715 shares 715 $415K 0.14% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 3,105 shares; 2025Q1: 3,278 shares; 2025Q2: 3,750 shares; 2025Q3: 3,970 shares; 2025Q4: 4,252 shares; 2026Q1: 4,066 shares; 2026Q2: 3,764 shares 3,764 $405K 0.14% -302 Timeline JMHI 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: 13,967 shares; 2024Q4: 10,415 shares; 2025Q1: 8,248 shares; 2025Q2: 8,255 shares; 2025Q3: 8,104 shares; 2025Q4: 7,779 shares; 2026Q1: 7,733 shares; 2026Q2: 7,689 shares 7,689 $389K 0.13% -44 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,308 shares; 2024Q4: 19,645 shares; 2025Q1: 19,033 shares; 2025Q2: 18,770 shares; 2025Q3: 19,111 shares; 2025Q4: 19,367 shares; 2026Q1: 19,715 shares; 2026Q2: 20,043 shares 20,043 $383K 0.13% +328 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: 2,000 shares; 2024Q4: 1,876 shares; 2025Q1: 1,808 shares; 2025Q2: 2,203 shares; 2025Q3: 1,267 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 518 shares 518 $375K 0.13% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,923 shares; 2024Q4: 27,830 shares; 2025Q1: 26,790 shares; 2025Q2: 27,083 shares; 2025Q3: 22,306 shares; 2025Q4: 16,141 shares; 2026Q1: 15,297 shares; 2026Q2: 15,451 shares 15,451 $365K 0.12% +154 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: 763 shares; 2024Q4: 766 shares; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 720 shares; 2025Q4: 1,003 shares; 2026Q1: 1,000 shares; 2026Q2: 979 shares 979 $362K 0.12% -21 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,682 shares; 2025Q3: 1,689 shares; 2025Q4: 1,696 shares; 2026Q1: 1,702 shares; 2026Q2: 1,715 shares 1,715 $358K 0.12% +13 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: 20,077 shares; 2024Q4: 18,634 shares; 2025Q1: 18,471 shares; 2025Q2: 18,043 shares; 2025Q3: 16,934 shares; 2025Q4: 16,333 shares; 2026Q1: 17,130 shares; 2026Q2: 17,282 shares 17,282 $358K 0.12% +152 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: 4,057 shares; 2024Q4: 3,840 shares; 2025Q1: 4,010 shares; 2025Q2: 3,570 shares; 2025Q3: 3,416 shares; 2025Q4: 3,221 shares; 2026Q1: 2,827 shares; 2026Q2: 2,782 shares 2,782 $357K 0.12% -45 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $351K 0.12% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares; 2026Q2: 328 shares 328 $332K 0.11% +55 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,727 shares; 2024Q4: 6,768 shares; 2025Q1: 6,834 shares; 2025Q2: 6,800 shares; 2025Q3: 7,202 shares; 2025Q4: 7,250 shares; 2026Q1: 7,059 shares; 2026Q2: 7,070 shares 7,070 $330K 0.11% +11 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 923 shares; 2025Q2: 1,079 shares; 2025Q3: 1,243 shares; 2025Q4: 1,540 shares; 2026Q1: 1,420 shares; 2026Q2: 1,422 shares 1,422 $321K 0.11% +2 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 4,552 shares; 2025Q1: 4,485 shares; 2025Q2: 4,444 shares; 2025Q3: 4,325 shares; 2025Q4: 3,935 shares; 2026Q1: 3,903 shares; 2026Q2: 3,333 shares 3,333 $318K 0.11% -570 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,217 shares; 2025Q1: not reported; 2025Q2: 8,208 shares; 2025Q3: 8,151 shares; 2025Q4: 6,265 shares; 2026Q1: not reported; 2026Q2: 5,930 shares 5,930 $316K 0.11% new 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: 1,352 shares 1,352 $314K 0.11% new 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: 2,811 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,854 shares; 2025Q3: 2,885 shares; 2025Q4: 2,886 shares; 2026Q1: 2,887 shares; 2026Q2: 5,556 shares 5,556 $312K 0.11% +2,669 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,303 shares; 2026Q1: 3,657 shares; 2026Q2: 3,623 shares 3,623 $310K 0.11% -34 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: 1,350 shares 1,350 $298K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,461 shares 2,461 $289K 0.1% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 4,961 shares; 2026Q2: 4,966 shares 4,966 $278K 0.09% +5 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: 1,868 shares; 2024Q4: 1,705 shares; 2025Q1: 1,715 shares; 2025Q2: 1,736 shares; 2025Q3: 1,746 shares; 2025Q4: 2,063 shares; 2026Q1: 1,567 shares; 2026Q2: 1,649 shares 1,649 $273K 0.09% +82 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,768 shares; 2025Q1: 2,686 shares; 2025Q2: 2,545 shares; 2025Q3: 2,422 shares; 2025Q4: 2,264 shares; 2026Q1: 2,157 shares; 2026Q2: 2,226 shares 2,226 $262K 0.09% +69 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,738 shares; 2024Q4: 6,744 shares; 2025Q1: 6,729 shares; 2025Q2: 6,750 shares; 2025Q3: 6,775 shares; 2025Q4: 6,691 shares; 2026Q1: 6,715 shares; 2026Q2: 6,707 shares 6,707 $257K 0.09% -8 Timeline CIBR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,828 shares 2,828 $254K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,815 shares; 2026Q1: 3,311 shares; 2026Q2: 3,526 shares 3,526 $252K 0.09% +215 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: 939 shares; 2026Q2: 938 shares 938 $244K 0.08% -1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,040 shares 2,040 $244K 0.08% 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; 2024Q3: 4,380 shares; 2024Q4: 4,221 shares; 2025Q1: 3,991 shares; 2025Q2: 3,668 shares; 2025Q3: 3,547 shares; 2025Q4: 3,153 shares; 2026Q1: 3,082 shares; 2026Q2: 2,933 shares 2,933 $238K 0.08% -149 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $231K 0.08% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,234 shares; 2025Q1: 4,788 shares; 2025Q2: 4,801 shares; 2025Q3: 4,813 shares; 2025Q4: 4,425 shares; 2026Q1: 4,023 shares; 2026Q2: 3,909 shares 3,909 $226K 0.08% -114 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: 580 shares; 2024Q4: 591 shares; 2025Q1: 595 shares; 2025Q2: 641 shares; 2025Q3: 431 shares; 2025Q4: 437 shares; 2026Q1: 431 shares; 2026Q2: 440 shares 440 $224K 0.08% +9 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 851 shares; 2025Q4: 844 shares; 2026Q1: 845 shares; 2026Q2: 730 shares 730 $219K 0.07% -115 Timeline IYK 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: 3,019 shares; 2026Q2: 2,895 shares 2,895 $210K 0.07% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares 279 $209K 0.07% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,837 shares; 2025Q3: 3,858 shares; 2025Q4: 3,858 shares; 2026Q1: 3,667 shares; 2026Q2: 3,273 shares 3,273 $204K 0.07% -394 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,371 shares 1,371 $200K 0.07% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,851 shares; 2024Q4: 29,540 shares; 2025Q1: 27,568 shares; 2025Q2: 25,388 shares; 2025Q3: 25,370 shares; 2025Q4: 25,040 shares; 2026Q1: 20,451 shares; 2026Q2: 19,435 shares 19,435 $126K 0.04% -1,016 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,122 shares; 2025Q3: 10,324 shares; 2025Q4: 10,523 shares; 2026Q1: 10,724 shares; 2026Q2: 10,920 shares 10,920 $124K 0.04% +196 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 10,173 shares 10,173 $108K 0.04% new Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,091 shares; 2025Q2: 10,546 shares; 2025Q3: 11,073 shares; 2025Q4: 11,753 shares; 2026Q1: 12,492 shares; 2026Q2: 12,492 shares 12,492 $16.5K 0.01% 0 Timeline