AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,899 shares; 2024Q4: 360,158 shares; 2025Q1: 345,846 shares; 2025Q2: 354,157 shares; 2025Q3: 363,510 shares; 2025Q4: 341,627 shares; 2026Q1: 341,115 shares; 2026Q2: 337,758 shares 337,758 $97.7M 5.8% -3,357 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: 127,847 shares; 2024Q4: 124,984 shares; 2025Q1: 125,601 shares; 2025Q2: 120,144 shares; 2025Q3: 163,685 shares; 2025Q4: 117,643 shares; 2026Q1: 115,948 shares; 2026Q2: 107,838 shares 107,838 $80.5M 4.78% -8,110 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612,367 shares; 2024Q4: 621,668 shares; 2025Q1: 594,190 shares; 2025Q2: 506,955 shares; 2025Q3: 516,657 shares; 2025Q4: 523,900 shares; 2026Q1: 714,132 shares; 2026Q2: 798,870 shares 798,870 $70.2M 4.16% +84,738 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; 2024Q3: 12,399 shares; 2024Q4: 55,773 shares; 2025Q1: 56,728 shares; 2025Q2: 58,163 shares; 2025Q3: 67,788 shares; 2025Q4: 62,817 shares; 2026Q1: 62,749 shares; 2026Q2: 63,366 shares 63,366 $61.1M 3.63% +617 Timeline SPYG 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: 373,314 shares; 2024Q4: 384,830 shares; 2025Q1: 378,393 shares; 2025Q2: 338,467 shares; 2025Q3: 345,191 shares; 2025Q4: 349,716 shares; 2026Q1: 382,639 shares; 2026Q2: 442,924 shares 442,924 $52.7M 3.13% +60,285 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: 36,130 shares; 2024Q4: 524,780 shares; 2025Q1: 721,195 shares; 2025Q2: 777,879 shares; 2025Q3: 798,273 shares; 2025Q4: 1,047,375 shares; 2026Q1: 1,079,697 shares; 2026Q2: 1,112,874 shares 1,112,874 $50.9M 3.02% +33,177 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: 38,947 shares; 2024Q4: 73,333 shares; 2025Q1: 74,485 shares; 2025Q2: 76,356 shares; 2025Q3: 88,692 shares; 2025Q4: 82,849 shares; 2026Q1: 80,199 shares; 2026Q2: 80,206 shares 80,206 $46.6M 2.76% +7 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: 102,628 shares; 2024Q4: 106,397 shares; 2025Q1: 107,910 shares; 2025Q2: 114,747 shares; 2025Q3: 123,585 shares; 2025Q4: 119,761 shares; 2026Q1: 121,278 shares; 2026Q2: 122,055 shares 122,055 $45.2M 2.68% +777 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: 154,905 shares; 2024Q4: 210,551 shares; 2025Q1: 212,450 shares; 2025Q2: 216,428 shares; 2025Q3: 219,561 shares; 2025Q4: 215,201 shares; 2026Q1: 216,175 shares; 2026Q2: 200,505 shares 200,505 $40.1M 2.38% -15,670 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: 28,437 shares; 2024Q4: 83,357 shares; 2025Q1: 84,010 shares; 2025Q2: 86,226 shares; 2025Q3: 91,773 shares; 2025Q4: 90,537 shares; 2026Q1: 94,007 shares; 2026Q2: 94,154 shares 94,154 $39.6M 2.35% +147 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,752 shares; 2024Q4: 339,896 shares; 2025Q1: 350,350 shares; 2025Q2: 351,727 shares; 2025Q3: 418,544 shares; 2025Q4: 550,402 shares; 2026Q1: 542,488 shares; 2026Q2: 566,968 shares 566,968 $38.6M 2.29% +24,480 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,154 shares; 2024Q4: 243,209 shares; 2025Q1: 247,439 shares; 2025Q2: 248,767 shares; 2025Q3: 259,417 shares; 2025Q4: 248,827 shares; 2026Q1: 266,312 shares; 2026Q2: 274,467 shares 274,467 $32M 1.9% +8,155 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: 38,184 shares; 2024Q4: 33,612 shares; 2025Q1: 32,828 shares; 2025Q2: 34,395 shares; 2025Q3: 34,712 shares; 2025Q4: 36,020 shares; 2026Q1: 36,033 shares; 2026Q2: 36,618 shares 36,618 $25.1M 1.49% +585 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: 30,772 shares; 2024Q4: 33,091 shares; 2025Q1: 34,211 shares; 2025Q2: 39,766 shares; 2025Q3: 41,554 shares; 2025Q4: 45,603 shares; 2026Q1: 46,784 shares; 2026Q2: 48,819 shares 48,819 $24.4M 1.45% +2,035 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: 50,506 shares; 2024Q4: 92,451 shares; 2025Q1: 91,828 shares; 2025Q2: 93,963 shares; 2025Q3: 100,630 shares; 2025Q4: 96,111 shares; 2026Q1: 98,937 shares; 2026Q2: 100,173 shares 100,173 $23.9M 1.42% +1,236 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 10,637 shares; 2025Q3: 267,974 shares; 2025Q4: 359,189 shares; 2026Q1: 418,803 shares; 2026Q2: 377,921 shares 377,921 $19.9M 1.18% -40,882 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: 22,073 shares; 2024Q4: 52,772 shares; 2025Q1: 52,943 shares; 2025Q2: 54,285 shares; 2025Q3: 63,004 shares; 2025Q4: 58,950 shares; 2026Q1: 60,520 shares; 2026Q2: 60,800 shares 60,800 $19.9M 1.18% +280 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: 13,666 shares; 2024Q4: 31,091 shares; 2025Q1: 31,240 shares; 2025Q2: 31,578 shares; 2025Q3: 35,303 shares; 2025Q4: 32,891 shares; 2026Q1: 34,282 shares; 2026Q2: 34,432 shares 34,432 $19.4M 1.15% +150 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,969 shares; 2024Q4: 24,836 shares; 2025Q1: 26,919 shares; 2025Q2: 35,409 shares; 2025Q3: 115,721 shares; 2025Q4: 245,277 shares; 2026Q1: 286,188 shares; 2026Q2: 227,985 shares 227,985 $18.9M 1.12% -58,203 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: 47,210 shares; 2024Q4: 49,120 shares; 2025Q1: 49,364 shares; 2025Q2: 49,459 shares; 2025Q3: 54,832 shares; 2025Q4: 48,359 shares; 2026Q1: 49,683 shares; 2026Q2: 47,541 shares 47,541 $17.7M 1.05% -2,142 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: 17,672 shares; 2024Q4: 17,898 shares; 2025Q1: 18,428 shares; 2025Q2: 20,587 shares; 2025Q3: 21,510 shares; 2025Q4: 21,221 shares; 2026Q1: 25,017 shares; 2026Q2: 23,246 shares 23,246 $17.1M 1.02% -1,771 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,540 shares; 2024Q4: 254,402 shares; 2025Q1: 164,101 shares; 2025Q2: 121,335 shares; 2025Q3: 116,084 shares; 2025Q4: 379,123 shares; 2026Q1: 401,470 shares; 2026Q2: 439,583 shares 439,583 $16.1M 0.95% +38,113 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; 2024Q3: 130,195 shares; 2024Q4: 143,985 shares; 2025Q1: 183,317 shares; 2025Q2: 252,476 shares; 2025Q3: 277,990 shares; 2025Q4: 231,272 shares; 2026Q1: 331,563 shares; 2026Q2: 533,951 shares 533,951 $14M 0.83% +202,388 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,177 shares; 2024Q4: 126,424 shares; 2025Q1: 132,975 shares; 2025Q2: 137,721 shares; 2025Q3: 163,603 shares; 2025Q4: 164,617 shares; 2026Q1: 169,636 shares; 2026Q2: 190,374 shares 190,374 $14M 0.83% +20,738 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: 35,685 shares; 2024Q4: 37,856 shares; 2025Q1: 37,679 shares; 2025Q2: 38,171 shares; 2025Q3: 41,578 shares; 2025Q4: 39,227 shares; 2026Q1: 37,786 shares; 2026Q2: 37,278 shares 37,278 $13.2M 0.78% -508 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,946 shares; 2024Q4: 64,293 shares; 2025Q1: 60,933 shares; 2025Q2: 60,305 shares; 2025Q3: 61,734 shares; 2025Q4: 60,538 shares; 2026Q1: 59,589 shares; 2026Q2: 59,136 shares 59,136 $12.9M 0.76% -453 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 22 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $12.7M 0.75% 0 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: 25,748 shares; 2024Q4: 43,517 shares; 2025Q1: 44,828 shares; 2025Q2: 46,672 shares; 2025Q3: 51,405 shares; 2025Q4: 48,029 shares; 2026Q1: 48,854 shares; 2026Q2: 47,287 shares 47,287 $12M 0.71% -1,567 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,979 shares; 2024Q4: 16,852 shares; 2025Q1: 16,718 shares; 2025Q2: 17,528 shares; 2025Q3: 18,233 shares; 2025Q4: 21,021 shares; 2026Q1: 21,468 shares; 2026Q2: 136,573 shares 136,573 $11.8M 0.7% +115,105 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: 27,124 shares; 2024Q4: 28,251 shares; 2025Q1: 28,979 shares; 2025Q2: 28,238 shares; 2025Q3: 31,526 shares; 2025Q4: 29,416 shares; 2026Q1: 31,389 shares; 2026Q2: 32,179 shares 32,179 $11.5M 0.68% +790 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,386 shares; 2024Q4: 23,341 shares; 2025Q1: 23,507 shares; 2025Q2: 25,011 shares; 2025Q3: 27,067 shares; 2025Q4: 37,837 shares; 2026Q1: 41,581 shares; 2026Q2: 32,851 shares 32,851 $11.3M 0.67% -8,730 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,067 shares; 2024Q4: 194,779 shares; 2025Q1: 224,162 shares; 2025Q2: 240,362 shares; 2025Q3: 246,553 shares; 2025Q4: 252,587 shares; 2026Q1: 254,458 shares; 2026Q2: 254,143 shares 254,143 $10.4M 0.62% -315 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: 11,621 shares; 2024Q4: 11,625 shares; 2025Q1: 12,352 shares; 2025Q2: 12,219 shares; 2025Q3: 12,874 shares; 2025Q4: 12,424 shares; 2026Q1: 15,378 shares; 2026Q2: 12,359 shares 12,359 $9.26M 0.55% -3,019 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,406 shares; 2024Q4: 14,287 shares; 2025Q1: 14,307 shares; 2025Q2: 14,882 shares; 2025Q3: 15,033 shares; 2025Q4: 16,629 shares; 2026Q1: 16,753 shares; 2026Q2: 104,576 shares 104,576 $8.64M 0.51% +87,823 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,579 shares; 2025Q2: 5,285 shares; 2025Q3: 74,109 shares; 2025Q4: 80,283 shares; 2026Q1: 105,426 shares; 2026Q2: 139,364 shares 139,364 $8.32M 0.49% +33,938 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: 31,020 shares; 2024Q4: 31,169 shares; 2025Q1: 30,040 shares; 2025Q2: 30,750 shares; 2025Q3: 33,877 shares; 2025Q4: 32,804 shares; 2026Q1: 32,819 shares; 2026Q2: 34,650 shares 34,650 $8.2M 0.49% +1,831 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274,563 shares 274,563 $7.7M 0.46% new 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: not reported; 2024Q4: 775 shares; 2025Q1: not reported; 2025Q2: 4,704 shares; 2025Q3: 4,379 shares; 2025Q4: 25,439 shares; 2026Q1: 27,706 shares; 2026Q2: 33,356 shares 33,356 $7.57M 0.45% +5,650 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,500 shares; 2026Q2: 149,088 shares 149,088 $7.51M 0.45% +140,588 Timeline MLN 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: 51,250 shares; 2024Q4: 257,656 shares; 2025Q1: 266,403 shares; 2025Q2: 295,297 shares; 2025Q3: 375,078 shares; 2025Q4: 312,605 shares; 2026Q1: 375,301 shares; 2026Q2: 413,409 shares 413,409 $7.35M 0.44% +38,108 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,323 shares; 2024Q4: 21,748 shares; 2025Q1: 22,065 shares; 2025Q2: 23,314 shares; 2025Q3: 23,583 shares; 2025Q4: 29,563 shares; 2026Q1: 29,976 shares; 2026Q2: 32,393 shares 32,393 $7.1M 0.42% +2,417 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: 13,112 shares; 2024Q4: 28,486 shares; 2025Q1: 22,584 shares; 2025Q2: 19,936 shares; 2025Q3: 20,274 shares; 2025Q4: 27,352 shares; 2026Q1: 29,432 shares; 2026Q2: 32,065 shares 32,065 $7.04M 0.42% +2,633 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 200,164 shares; 2025Q3: 209,745 shares; 2025Q4: 218,127 shares; 2026Q1: 237,334 shares; 2026Q2: 160,264 shares 160,264 $6.91M 0.41% -77,070 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,686 shares; 2024Q4: 20,231 shares; 2025Q1: 20,111 shares; 2025Q2: 20,028 shares; 2025Q3: 20,138 shares; 2025Q4: 20,869 shares; 2026Q1: 21,106 shares; 2026Q2: 22,348 shares 22,348 $6.77M 0.4% +1,242 Timeline XMPT 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: 29,258 shares; 2024Q4: 188,899 shares; 2025Q1: 195,731 shares; 2025Q2: 218,385 shares; 2025Q3: 271,333 shares; 2025Q4: 220,450 shares; 2026Q1: 270,074 shares; 2026Q2: 301,992 shares 301,992 $6.75M 0.4% +31,918 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,799 shares; 2026Q1: 4,265 shares; 2026Q2: 5,807 shares 5,807 $6.7M 0.4% +1,542 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,956 shares; 2024Q4: 51,437 shares; 2025Q1: 50,419 shares; 2025Q2: 50,137 shares; 2025Q3: 50,605 shares; 2025Q4: 52,608 shares; 2026Q1: 53,205 shares; 2026Q2: 47,877 shares 47,877 $6.55M 0.39% -5,328 Timeline HYMB 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: 26,903 shares; 2024Q4: 27,705 shares; 2025Q1: 171,520 shares; 2025Q2: 25,036 shares; 2025Q3: 238,062 shares; 2025Q4: 185,505 shares; 2026Q1: 229,586 shares; 2026Q2: 256,304 shares 256,304 $6.52M 0.39% +26,718 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,242 shares; 2024Q4: 24,118 shares; 2025Q1: 24,592 shares; 2025Q2: 25,345 shares; 2025Q3: 29,403 shares; 2025Q4: 26,858 shares; 2026Q1: 28,269 shares; 2026Q2: 29,287 shares 29,287 $6.34M 0.38% +1,018 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,614 shares; 2024Q4: 17,703 shares; 2025Q1: 17,578 shares; 2025Q2: 18,038 shares; 2025Q3: 17,630 shares; 2025Q4: 18,118 shares; 2026Q1: 18,133 shares; 2026Q2: 78,152 shares 78,152 $6.3M 0.37% +60,019 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: 14,163 shares; 2024Q4: 24,051 shares; 2025Q1: 24,369 shares; 2025Q2: 24,925 shares; 2025Q3: 27,717 shares; 2025Q4: 25,682 shares; 2026Q1: 26,264 shares; 2026Q2: 27,262 shares 27,262 $6.01M 0.36% +998 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,943 shares; 2024Q4: 35,330 shares; 2025Q1: 34,744 shares; 2025Q2: 35,142 shares; 2025Q3: 37,276 shares; 2025Q4: 36,460 shares; 2026Q1: 36,306 shares; 2026Q2: 35,806 shares 35,806 $5.88M 0.35% -500 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: 8,383 shares; 2024Q4: 19,522 shares; 2025Q1: 19,704 shares; 2025Q2: 20,137 shares; 2025Q3: 22,350 shares; 2025Q4: 20,599 shares; 2026Q1: 21,914 shares; 2026Q2: 21,402 shares 21,402 $5.79M 0.34% -512 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,506 shares; 2024Q4: 192,400 shares; 2025Q1: 191,720 shares; 2025Q2: 187,083 shares; 2025Q3: 6,738 shares; 2025Q4: 155,362 shares; 2026Q1: 144,755 shares; 2026Q2: 141,445 shares 141,445 $5.58M 0.33% -3,310 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,398 shares; 2024Q4: 177,006 shares; 2025Q1: 90,789 shares; 2025Q2: 180,246 shares; 2025Q3: 9,246 shares; 2025Q4: 6,170 shares; 2026Q1: 149,704 shares; 2026Q2: 117,305 shares 117,305 $5.5M 0.33% -32,399 Timeline AMERICAN WASHINGTON MUTUAL … AMERICAN WASHINGTON MUTUAL INVEST… More: the full row for AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 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: 81,256 shares; 2026Q2: 81,853 shares 81,853 $5.47M 0.32% +597 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: 4,799 shares; 2024Q4: 3,213 shares; 2025Q1: 3,224 shares; 2025Q2: 56,871 shares; 2025Q3: 3,742 shares; 2025Q4: 3,573 shares; 2026Q1: 4,193 shares; 2026Q2: 4,531 shares 4,531 $5.43M 0.32% +338 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,123 shares; 2025Q1: 45,243 shares; 2025Q2: 52,778 shares; 2025Q3: 55,695 shares; 2025Q4: 61,361 shares; 2026Q1: 78,045 shares; 2026Q2: 121,789 shares 121,789 $5.42M 0.32% +43,744 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: 36,212 shares; 2024Q4: 40,991 shares; 2025Q1: 36,803 shares; 2025Q2: 36,442 shares; 2025Q3: 40,357 shares; 2025Q4: 36,474 shares; 2026Q1: 35,599 shares; 2026Q2: 36,740 shares 36,740 $5.39M 0.32% +1,141 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: 73,236 shares; 2024Q4: 216,980 shares; 2025Q1: 218,833 shares; 2025Q2: 226,412 shares; 2025Q3: 251,375 shares; 2025Q4: 239,877 shares; 2026Q1: 248,670 shares; 2026Q2: 259,648 shares 259,648 $5.37M 0.32% +10,978 Timeline AMERICAN GROWTH FUND OF AME… AMERICAN GROWTH FUND OF AMERICA C… More: the full row for AMERICAN GROWTH FUND OF AMERICA CLASS F2 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: 60,732 shares; 2026Q2: 60,732 shares 60,732 $5.33M 0.32% 0 IAGG 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: 74,515 shares; 2025Q3: 71,940 shares; 2025Q4: 73,952 shares; 2026Q1: 82,822 shares; 2026Q2: 100,426 shares 100,426 $5.08M 0.3% +17,604 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,666 shares; 2024Q4: 16,749 shares; 2025Q1: 15,703 shares; 2025Q2: 15,978 shares; 2025Q3: 16,051 shares; 2025Q4: 16,010 shares; 2026Q1: 17,451 shares; 2026Q2: 30,136 shares 30,136 $4.76M 0.28% +12,685 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,142 shares; 2024Q4: 7,675 shares; 2025Q1: 7,965 shares; 2025Q2: 8,965 shares; 2025Q3: 9,310 shares; 2025Q4: 11,757 shares; 2026Q1: 11,861 shares; 2026Q2: 14,048 shares 14,048 $4.76M 0.28% +2,187 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,972 shares; 2024Q4: 53,932 shares; 2025Q1: 63,437 shares; 2025Q2: 68,136 shares; 2025Q3: 84,588 shares; 2025Q4: 104,135 shares; 2026Q1: 108,175 shares; 2026Q2: 87,798 shares 87,798 $4.71M 0.28% -20,377 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: 15,772 shares; 2024Q4: 16,889 shares; 2025Q1: 19,258 shares; 2025Q2: 21,727 shares; 2025Q3: 25,040 shares; 2025Q4: 25,894 shares; 2026Q1: 29,310 shares; 2026Q2: 27,951 shares 27,951 $4.63M 0.27% -1,359 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,096 shares; 2024Q4: 5,097 shares; 2025Q1: 5,615 shares; 2025Q2: 4,749 shares; 2025Q3: 4,784 shares; 2025Q4: 5,437 shares; 2026Q1: 6,747 shares; 2026Q2: 7,056 shares 7,056 $4.52M 0.27% +309 Timeline RSP 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; 2024Q3: 18,309 shares; 2024Q4: 18,183 shares; 2025Q1: 17,794 shares; 2025Q2: 18,187 shares; 2025Q3: 18,833 shares; 2025Q4: 19,744 shares; 2026Q1: 21,169 shares; 2026Q2: 21,232 shares 21,232 $4.52M 0.27% +63 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,984 shares; 2024Q4: 7,852 shares; 2025Q1: 6,441 shares; 2025Q2: 6,412 shares; 2025Q3: 3,944 shares; 2025Q4: 6,455 shares; 2026Q1: 6,364 shares; 2026Q2: 6,364 shares 6,364 $4.48M 0.27% 0 Timeline CFO 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: 97,246 shares; 2024Q4: 87,138 shares; 2025Q1: 84,924 shares; 2025Q2: 81,839 shares; 2025Q3: 79,835 shares; 2025Q4: 73,478 shares; 2026Q1: 69,707 shares; 2026Q2: 54,525 shares 54,525 $4.37M 0.26% -15,182 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: 20,338 shares; 2024Q4: 21,623 shares; 2025Q1: 24,515 shares; 2025Q2: 29,592 shares; 2025Q3: 39,839 shares; 2025Q4: 37,204 shares; 2026Q1: 37,105 shares; 2026Q2: 36,764 shares 36,764 $4.16M 0.25% -341 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,584 shares; 2024Q4: 55,180 shares; 2025Q1: 52,667 shares; 2025Q2: 50,732 shares; 2025Q3: 50,757 shares; 2025Q4: 48,546 shares; 2026Q1: 51,127 shares; 2026Q2: 53,379 shares 53,379 $4.05M 0.24% +2,252 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,743 shares; 2024Q4: 10,129 shares; 2025Q1: 7,945 shares; 2025Q2: 6,895 shares; 2025Q3: 6,740 shares; 2025Q4: 20,648 shares; 2026Q1: 19,223 shares; 2026Q2: 21,038 shares 21,038 $4.01M 0.24% +1,815 Timeline AMERICAN INCOME FUND OF AME… AMERICAN INCOME FUND OF AMERICA C… More: the full row for AMERICAN INCOME FUND OF AMERICA CLASS F2 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: 145,462 shares; 2026Q2: 145,679 shares 145,679 $3.97M 0.24% +217 USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,832 shares; 2024Q4: 43,327 shares; 2025Q1: 38,154 shares; 2025Q2: 39,779 shares; 2025Q3: 37,953 shares; 2025Q4: 38,829 shares; 2026Q1: 40,139 shares; 2026Q2: 41,029 shares 41,029 $3.96M 0.23% +890 Timeline Capital World Growth Income… Capital World Growth Income Fu More: the full row for Capital World Growth Income Fu 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: 48,436 shares; 2026Q2: 48,519 shares 48,519 $3.96M 0.23% +83 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: 1,342 shares; 2024Q4: 2,126 shares; 2025Q1: 2,872 shares; 2025Q2: 3,616 shares; 2025Q3: 4,783 shares; 2025Q4: 4,987 shares; 2026Q1: 5,240 shares; 2026Q2: 5,177 shares 5,177 $3.95M 0.23% -63 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,685 shares; 2024Q4: 29,815 shares; 2025Q1: 30,972 shares; 2025Q2: 32,302 shares; 2025Q3: 35,357 shares; 2025Q4: 34,840 shares; 2026Q1: 38,553 shares; 2026Q2: 40,839 shares 40,839 $3.93M 0.23% +2,286 Timeline JQUA 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: 278,428 shares; 2024Q4: 299,193 shares; 2025Q1: 324,131 shares; 2025Q2: 324,328 shares; 2025Q3: 305,643 shares; 2025Q4: 187,038 shares; 2026Q1: 196,293 shares; 2026Q2: 53,620 shares 53,620 $3.88M 0.23% -142,673 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,841 shares; 2024Q4: 26,623 shares; 2025Q1: 26,003 shares; 2025Q2: 26,628 shares; 2025Q3: 26,968 shares; 2025Q4: 26,948 shares; 2026Q1: 26,738 shares; 2026Q2: 27,976 shares 27,976 $3.85M 0.23% +1,238 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; 2024Q3: 6,958 shares; 2024Q4: 6,856 shares; 2025Q1: 5,938 shares; 2025Q2: 5,581 shares; 2025Q3: 5,662 shares; 2025Q4: 6,209 shares; 2026Q1: 5,850 shares; 2026Q2: 7,344 shares 7,344 $3.84M 0.23% +1,494 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: 2,475 shares; 2024Q4: 2,854 shares; 2025Q1: 3,400 shares; 2025Q2: 3,669 shares; 2025Q3: 5,254 shares; 2025Q4: 5,681 shares; 2026Q1: 7,322 shares; 2026Q2: 7,974 shares 7,974 $3.81M 0.23% +652 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 5,750 shares; 2026Q1: 5,260 shares; 2026Q2: 5,896 shares 5,896 $3.77M 0.22% +636 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,400 shares; 2024Q4: 29,257 shares; 2025Q1: 28,593 shares; 2025Q2: 28,980 shares; 2025Q3: 28,689 shares; 2025Q4: 28,611 shares; 2026Q1: 28,417 shares; 2026Q2: 28,637 shares 28,637 $3.73M 0.22% +220 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: 38,862 shares; 2024Q4: 38,364 shares; 2025Q1: 39,182 shares; 2025Q2: 36,309 shares; 2025Q3: 38,834 shares; 2025Q4: 40,030 shares; 2026Q1: 41,404 shares; 2026Q2: 45,782 shares 45,782 $3.71M 0.22% +4,378 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,512 shares; 2025Q1: 68,383 shares; 2025Q2: 62,463 shares; 2025Q3: 85,172 shares; 2025Q4: 101,644 shares; 2026Q1: 52,609 shares; 2026Q2: 48,897 shares 48,897 $3.69M 0.22% -3,712 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,196 shares; 2024Q4: 4,006 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,311 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,538 shares 72,538 $3.67M 0.22% new 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: 16,689 shares; 2024Q4: 17,333 shares; 2025Q1: 17,304 shares; 2025Q2: 16,672 shares; 2025Q3: 19,382 shares; 2025Q4: 17,514 shares; 2026Q1: 17,973 shares; 2026Q2: 20,119 shares 20,119 $3.64M 0.22% +2,146 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: 17,791 shares; 2024Q4: 17,952 shares; 2025Q1: 17,609 shares; 2025Q2: 18,279 shares; 2025Q3: 19,672 shares; 2025Q4: 18,900 shares; 2026Q1: 18,934 shares; 2026Q2: 14,346 shares 14,346 $3.61M 0.21% -4,588 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: not reported; 2025Q1: 25,228 shares; 2025Q2: 29,438 shares; 2025Q3: 37,425 shares; 2025Q4: 47,056 shares; 2026Q1: 62,738 shares; 2026Q2: 67,023 shares 67,023 $3.57M 0.21% +4,285 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: 7,814 shares; 2025Q1: 7,993 shares; 2025Q2: 8,384 shares; 2025Q3: 10,032 shares; 2025Q4: 9,632 shares; 2026Q1: 10,583 shares; 2026Q2: 10,392 shares 10,392 $3.54M 0.21% -191 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,407 shares; 2024Q4: 24,853 shares; 2025Q1: 26,147 shares; 2025Q2: 23,288 shares; 2025Q3: 24,892 shares; 2025Q4: 23,560 shares; 2026Q1: 23,879 shares; 2026Q2: 23,852 shares 23,852 $3.54M 0.21% -27 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,809 shares; 2025Q3: 6,358 shares; 2025Q4: 23,921 shares; 2026Q1: 25,660 shares; 2026Q2: 44,625 shares 44,625 $3.45M 0.2% +18,965 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,373 shares; 2024Q4: 31,467 shares; 2025Q1: 25,068 shares; 2025Q2: 23,729 shares; 2025Q3: 24,407 shares; 2025Q4: 49,317 shares; 2026Q1: 48,850 shares; 2026Q2: 63,859 shares 63,859 $3.39M 0.2% +15,009 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 209,327 shares; 2025Q1: 241,084 shares; 2025Q2: 245,339 shares; 2025Q3: 258,731 shares; 2025Q4: 246,942 shares; 2026Q1: 285,103 shares; 2026Q2: 112,128 shares 112,128 $3.37M 0.2% -172,975 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,776 shares; 2024Q4: 7,514 shares; 2025Q1: 7,577 shares; 2025Q2: 7,495 shares; 2025Q3: 7,686 shares; 2025Q4: 7,967 shares; 2026Q1: 8,211 shares; 2026Q2: 8,859 shares 8,859 $3.35M 0.2% +648 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 946 shares; 2025Q1: 886 shares; 2025Q2: 846 shares; 2025Q3: 2,447 shares; 2025Q4: 2,535 shares; 2026Q1: 3,078 shares; 2026Q2: 3,127 shares 3,127 $3.33M 0.2% +49 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: not reported; 2025Q4: 820 shares; 2026Q1: 9,535 shares; 2026Q2: 10,925 shares 10,925 $3.28M 0.19% +1,390 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,068 shares; 2025Q1: 17,268 shares; 2025Q2: 25,189 shares; 2025Q3: 47,904 shares; 2025Q4: 51,430 shares; 2026Q1: 66,088 shares; 2026Q2: 69,522 shares 69,522 $3.28M 0.19% +3,434 Timeline SPYV 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: 350,678 shares; 2024Q4: 65,143 shares; 2025Q1: 56,892 shares; 2025Q2: 54,655 shares; 2025Q3: 57,969 shares; 2025Q4: 54,460 shares; 2026Q1: 53,868 shares; 2026Q2: 53,858 shares 53,858 $3.27M 0.19% -10 Timeline SPMB 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: 117,371 shares; 2024Q4: 128,102 shares; 2025Q1: 130,647 shares; 2025Q2: 142,166 shares; 2025Q3: 154,060 shares; 2025Q4: 160,385 shares; 2026Q1: 171,707 shares; 2026Q2: 144,536 shares 144,536 $3.22M 0.19% -27,171 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,924 shares; 2024Q4: 22,310 shares; 2025Q1: 22,051 shares; 2025Q2: 22,124 shares; 2025Q3: 21,653 shares; 2025Q4: 22,828 shares; 2026Q1: 23,420 shares; 2026Q2: 41,435 shares 41,435 $3.2M 0.19% +18,015 Timeline AMERICAN BALANCED FUND CLAS… AMERICAN BALANCED FUND CLASS F2 More: the full row for AMERICAN BALANCED FUND CLASS F2 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: 77,732 shares; 2026Q2: 77,838 shares 77,838 $3.19M 0.19% +106 ITA 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: 7,337 shares; 2026Q1: 8,021 shares; 2026Q2: 13,087 shares 13,087 $3.17M 0.19% +5,066 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,218 shares; 2024Q4: 24,843 shares; 2025Q1: 21,750 shares; 2025Q2: 22,526 shares; 2025Q3: 23,213 shares; 2025Q4: 22,795 shares; 2026Q1: 22,044 shares; 2026Q2: 21,922 shares 21,922 $3.17M 0.19% -122 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: 6,084 shares; 2024Q4: 10,430 shares; 2025Q1: 10,044 shares; 2025Q2: 10,115 shares; 2025Q3: 9,944 shares; 2025Q4: 9,834 shares; 2026Q1: 10,028 shares; 2026Q2: 8,847 shares 8,847 $3.12M 0.19% -1,181 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,445 shares; 2024Q4: 74,298 shares; 2025Q1: 74,229 shares; 2025Q2: 76,481 shares; 2025Q3: 89,974 shares; 2025Q4: 78,351 shares; 2026Q1: 87,608 shares; 2026Q2: 91,029 shares 91,029 $3.09M 0.18% +3,421 Timeline WELLS FARGO & CO 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: 2,619 shares; 2024Q4: 3,128 shares; 2025Q1: 2,627 shares; 2025Q2: 2,767 shares; 2025Q3: 1,350 shares; 2025Q4: 2,627 shares; 2026Q1: 2,627 shares; 2026Q2: 2,627 shares 2,627 $3.04M 0.18% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,224 shares; 2025Q4: 26,436 shares; 2026Q1: 126,574 shares; 2026Q2: 128,165 shares 128,165 $3.01M 0.18% +1,591 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,323 shares; 2024Q4: 12,122 shares; 2025Q1: 12,100 shares; 2025Q2: 13,081 shares; 2025Q3: 11,982 shares; 2025Q4: 13,052 shares; 2026Q1: 12,840 shares; 2026Q2: 21,452 shares 21,452 $3M 0.18% +8,612 Timeline AMERICAN CAPITAL INCOME BUI… AMERICAN CAPITAL INCOME BUILDER F… More: the full row for AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 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: 36,438 shares; 2026Q2: 36,438 shares 36,438 $2.98M 0.18% 0 ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,796 shares; 2024Q4: 36,634 shares; 2025Q1: 36,715 shares; 2025Q2: 37,081 shares; 2025Q3: 41,285 shares; 2025Q4: 37,945 shares; 2026Q1: 36,886 shares; 2026Q2: 31,927 shares 31,927 $2.9M 0.17% -4,959 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,862 shares; 2024Q4: 18,319 shares; 2025Q1: 21,551 shares; 2025Q2: 24,333 shares; 2025Q3: not reported; 2025Q4: 44,368 shares; 2026Q1: 56,326 shares; 2026Q2: 58,249 shares 58,249 $2.87M 0.17% +1,923 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,556 shares; 2025Q3: 19,381 shares; 2025Q4: 31,609 shares; 2026Q1: 36,211 shares; 2026Q2: 56,208 shares 56,208 $2.84M 0.17% +19,997 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,914 shares; 2025Q1: 6,114 shares; 2025Q2: 6,113 shares; 2025Q3: 6,050 shares; 2025Q4: 11,050 shares; 2026Q1: 11,257 shares; 2026Q2: 6,543 shares 6,543 $2.84M 0.17% -4,714 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,888 shares; 2025Q1: 17,998 shares; 2025Q2: 17,018 shares; 2025Q3: 30,661 shares; 2025Q4: 40,315 shares; 2026Q1: 46,126 shares; 2026Q2: 71,560 shares 71,560 $2.81M 0.17% +25,434 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: 25,288 shares; 2024Q4: 25,737 shares; 2025Q1: 25,693 shares; 2025Q2: 22,580 shares; 2025Q3: 26,808 shares; 2025Q4: 22,812 shares; 2026Q1: 22,182 shares; 2026Q2: 23,792 shares 23,792 $2.79M 0.17% +1,610 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: 30,160 shares; 2024Q4: 30,294 shares; 2025Q1: 32,985 shares; 2025Q2: 34,078 shares; 2025Q3: 35,610 shares; 2025Q4: 34,129 shares; 2026Q1: 34,056 shares; 2026Q2: 34,372 shares 34,372 $2.79M 0.17% +316 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,381 shares; 2024Q4: 54,729 shares; 2025Q1: 53,751 shares; 2025Q2: 54,331 shares; 2025Q3: 56,229 shares; 2025Q4: 56,312 shares; 2026Q1: 57,942 shares; 2026Q2: 59,355 shares 59,355 $2.7M 0.16% +1,413 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,070 shares; 2024Q4: 23,609 shares; 2025Q1: 20,208 shares; 2025Q2: 22,965 shares; 2025Q3: 13,774 shares; 2025Q4: 17,122 shares; 2026Q1: 96,979 shares; 2026Q2: 115,920 shares 115,920 $2.64M 0.16% +18,941 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: 27,008 shares; 2024Q4: 27,242 shares; 2025Q1: 26,706 shares; 2025Q2: 27,101 shares; 2025Q3: 24,652 shares; 2025Q4: 22,753 shares; 2026Q1: 23,222 shares; 2026Q2: 19,960 shares 19,960 $2.56M 0.15% -3,262 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: 2,317 shares; 2024Q4: 2,909 shares; 2025Q1: 3,009 shares; 2025Q2: 3,127 shares; 2025Q3: 2,917 shares; 2025Q4: 29,685 shares; 2026Q1: 32,752 shares; 2026Q2: 35,922 shares 35,922 $2.56M 0.15% +3,170 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: 24,392 shares; 2024Q4: 24,172 shares; 2025Q1: 22,626 shares; 2025Q2: 22,854 shares; 2025Q3: 26,239 shares; 2025Q4: 25,646 shares; 2026Q1: 26,027 shares; 2026Q2: 26,529 shares 26,529 $2.56M 0.15% +502 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,586 shares; 2024Q4: 59,555 shares; 2025Q1: 60,441 shares; 2025Q2: 8,694 shares; 2025Q3: 70,097 shares; 2025Q4: 64,525 shares; 2026Q1: 68,391 shares; 2026Q2: 71,425 shares 71,425 $2.52M 0.15% +3,034 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,225 shares; 2024Q4: 7,320 shares; 2025Q1: 7,241 shares; 2025Q2: 7,289 shares; 2025Q3: 7,300 shares; 2025Q4: 7,426 shares; 2026Q1: 8,618 shares; 2026Q2: 7,285 shares 7,285 $2.5M 0.15% -1,333 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,195 shares; 2026Q2: 27,717 shares 27,717 $2.47M 0.15% -478 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: 6,708 shares; 2024Q4: 6,698 shares; 2025Q1: 6,378 shares; 2025Q2: 6,394 shares; 2025Q3: 6,351 shares; 2025Q4: 6,424 shares; 2026Q1: 6,506 shares; 2026Q2: 6,452 shares 6,452 $2.41M 0.14% -54 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,438 shares; 2026Q2: 5,445 shares 5,445 $2.35M 0.14% +4,007 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,096 shares; 2024Q4: 37,497 shares; 2025Q1: 40,064 shares; 2025Q2: 46,979 shares; 2025Q3: 53,485 shares; 2025Q4: 42,627 shares; 2026Q1: 47,463 shares; 2026Q2: 56,253 shares 56,253 $2.31M 0.14% +8,790 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,493 shares; 2025Q2: 9,071 shares; 2025Q3: not reported; 2025Q4: 31,199 shares; 2026Q1: 47,229 shares; 2026Q2: 60,729 shares 60,729 $2.31M 0.14% +13,500 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,292 shares; 2024Q4: 8,310 shares; 2025Q1: 8,279 shares; 2025Q2: 8,711 shares; 2025Q3: 8,792 shares; 2025Q4: 8,752 shares; 2026Q1: 8,761 shares; 2026Q2: 8,770 shares 8,770 $2.24M 0.13% +9 Timeline INVESTMENT CO AMER CL F-2 S… INVESTMENT CO AMER CL F-2 SHS More: the full row for INVESTMENT CO AMER CL F-2 SHS 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: 36,823 shares; 2026Q2: 32,871 shares 32,871 $2.24M 0.13% -3,952 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,239 shares; 2024Q4: 17,508 shares; 2025Q1: 32,012 shares; 2025Q2: 16,015 shares; 2025Q3: 18,966 shares; 2025Q4: 18,749 shares; 2026Q1: 19,562 shares; 2026Q2: 16,162 shares 16,162 $2.19M 0.13% -3,400 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: 2,113 shares; 2024Q4: 2,362 shares; 2025Q1: 2,261 shares; 2025Q2: 2,001 shares; 2025Q3: 2,796 shares; 2025Q4: 2,266 shares; 2026Q1: 7,855 shares; 2026Q2: 18,163 shares 18,163 $2.17M 0.13% +10,308 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,525 shares; 2024Q4: 36,844 shares; 2025Q1: 43,110 shares; 2025Q2: 45,102 shares; 2025Q3: 39,975 shares; 2025Q4: 37,984 shares; 2026Q1: 35,858 shares; 2026Q2: 40,306 shares 40,306 $2.07M 0.12% +4,448 Timeline MGK 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: 3,620 shares; 2024Q4: 3,439 shares; 2025Q1: 3,350 shares; 2025Q2: 3,771 shares; 2025Q3: 3,596 shares; 2025Q4: 4,132 shares; 2026Q1: 5,176 shares; 2026Q2: 23,265 shares 23,265 $2.05M 0.12% +18,089 Timeline CDC 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: 38,758 shares; 2024Q4: 36,526 shares; 2025Q1: 35,307 shares; 2025Q2: 33,906 shares; 2025Q3: 33,050 shares; 2025Q4: 31,752 shares; 2026Q1: 32,864 shares; 2026Q2: 27,276 shares 27,276 $2.03M 0.12% -5,588 Timeline IWL 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: 6,258 shares; 2026Q2: 10,685 shares 10,685 $1.98M 0.12% +4,427 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,144 shares; 2024Q4: 69,683 shares; 2025Q1: 89,722 shares; 2025Q2: 95,206 shares; 2025Q3: 84,217 shares; 2025Q4: 67,909 shares; 2026Q1: 76,033 shares; 2026Q2: 80,610 shares 80,610 $1.94M 0.12% +4,577 Timeline EEM 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: 37,439 shares; 2026Q2: 27,894 shares 27,894 $1.91M 0.11% -9,545 Timeline EFA 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: 2,574 shares; 2025Q2: 4,301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,288 shares 18,288 $1.9M 0.11% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 4,459 shares; 2025Q1: 2,169 shares; 2025Q2: 2,823 shares; 2025Q3: 2,209 shares; 2025Q4: 2,233 shares; 2026Q1: 9,756 shares; 2026Q2: 17,150 shares 17,150 $1.85M 0.11% +7,394 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,312 shares; 2025Q1: 2,541 shares; 2025Q2: 3,389 shares; 2025Q3: 3,516 shares; 2025Q4: 5,098 shares; 2026Q1: 5,659 shares; 2026Q2: 4,952 shares 4,952 $1.82M 0.11% -707 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,110 shares; 2024Q4: 4,773 shares; 2025Q1: 4,775 shares; 2025Q2: 4,777 shares; 2025Q3: 5,427 shares; 2025Q4: 4,953 shares; 2026Q1: 12,115 shares; 2026Q2: 6,998 shares 6,998 $1.79M 0.11% -5,117 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: 22,428 shares; 2024Q4: 24,256 shares; 2025Q1: 28,757 shares; 2025Q2: 26,439 shares; 2025Q3: 27,990 shares; 2025Q4: 30,336 shares; 2026Q1: 34,452 shares; 2026Q2: 36,369 shares 36,369 $1.75M 0.1% +1,917 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; 2024Q3: 2,203 shares; 2024Q4: 2,597 shares; 2025Q1: 2,457 shares; 2025Q2: 3,058 shares; 2025Q3: 2,949 shares; 2025Q4: 4,229 shares; 2026Q1: 4,486 shares; 2026Q2: 5,748 shares 5,748 $1.74M 0.1% +1,262 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X 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: 17,257 shares; 2026Q1: 34,515 shares; 2026Q2: 50,287 shares 50,287 $1.74M 0.1% +15,772 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,746 shares 2,746 $1.71M 0.1% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,118 shares; 2024Q4: 8,830 shares; 2025Q1: 8,825 shares; 2025Q2: 9,362 shares; 2025Q3: 10,984 shares; 2025Q4: 10,681 shares; 2026Q1: 11,653 shares; 2026Q2: 11,962 shares 11,962 $1.71M 0.1% +309 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 583 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 567 shares; 2025Q4: 554 shares; 2026Q1: 555 shares; 2026Q2: 5,565 shares 5,565 $1.68M 0.1% +5,010 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; 2024Q3: 18,071 shares; 2024Q4: 65,577 shares; 2025Q1: 62,585 shares; 2025Q2: 54,387 shares; 2025Q3: 53,200 shares; 2025Q4: 49,907 shares; 2026Q1: 50,471 shares; 2026Q2: 49,167 shares 49,167 $1.66M 0.1% -1,304 Timeline CFA 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: 27,754 shares; 2024Q4: 26,189 shares; 2025Q1: 23,760 shares; 2025Q2: 22,603 shares; 2025Q3: 22,056 shares; 2025Q4: 20,963 shares; 2026Q1: 18,970 shares; 2026Q2: 16,806 shares 16,806 $1.66M 0.1% -2,164 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,143 shares; 2024Q4: 51,425 shares; 2025Q1: 42,513 shares; 2025Q2: 45,006 shares; 2025Q3: 48,766 shares; 2025Q4: 52,036 shares; 2026Q1: 60,229 shares; 2026Q2: 31,458 shares 31,458 $1.65M 0.1% -28,771 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,171 shares; 2024Q4: 9,921 shares; 2025Q1: 9,802 shares; 2025Q2: 9,890 shares; 2025Q3: 9,938 shares; 2025Q4: 8,975 shares; 2026Q1: 9,003 shares; 2026Q2: 8,739 shares 8,739 $1.64M 0.1% -264 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,159 shares 9,159 $1.64M 0.1% new 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: 3,613 shares; 2024Q4: 4,748 shares; 2025Q1: 4,505 shares; 2025Q2: 5,188 shares; 2025Q3: 5,543 shares; 2025Q4: 5,728 shares; 2026Q1: 5,732 shares; 2026Q2: 5,801 shares 5,801 $1.63M 0.1% +69 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,452 shares; 2024Q4: 137,187 shares; 2025Q1: 92,835 shares; 2025Q2: 32,134 shares; 2025Q3: 32,134 shares; 2025Q4: 32,419 shares; 2026Q1: 32,419 shares; 2026Q2: 32,740 shares 32,740 $1.62M 0.1% +321 Timeline IYM 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: 8,986 shares 8,986 $1.61M 0.1% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,334 shares; 2024Q4: 13,665 shares; 2025Q1: 13,985 shares; 2025Q2: 13,461 shares; 2025Q3: 14,889 shares; 2025Q4: 14,446 shares; 2026Q1: 11,490 shares; 2026Q2: 11,156 shares 11,156 $1.61M 0.1% -334 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,332 shares; 2024Q4: 10,327 shares; 2025Q1: 10,498 shares; 2025Q2: 10,798 shares; 2025Q3: 11,185 shares; 2025Q4: 11,227 shares; 2026Q1: 11,903 shares; 2026Q2: 12,585 shares 12,585 $1.59M 0.09% +682 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 2,589 shares; 2025Q1: 2,838 shares; 2025Q2: 2,807 shares; 2025Q3: 3,096 shares; 2025Q4: 3,168 shares; 2026Q1: 3,319 shares; 2026Q2: 3,104 shares 3,104 $1.58M 0.09% -215 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,174 shares; 2026Q1: 4,877 shares; 2026Q2: 5,481 shares 5,481 $1.56M 0.09% +604 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,750 shares; 2024Q4: 14,581 shares; 2025Q1: 14,622 shares; 2025Q2: 19,695 shares; 2025Q3: 19,332 shares; 2025Q4: 19,306 shares; 2026Q1: 19,071 shares; 2026Q2: 18,434 shares 18,434 $1.54M 0.09% -637 Timeline IJK 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: 13,066 shares 13,066 $1.54M 0.09% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,455 shares; 2024Q4: 15,454 shares; 2025Q1: 21,765 shares; 2025Q2: 22,338 shares; 2025Q3: 22,735 shares; 2025Q4: 23,260 shares; 2026Q1: 26,407 shares; 2026Q2: 28,284 shares 28,284 $1.53M 0.09% +1,877 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; 2024Q3: 12,368 shares; 2024Q4: 12,734 shares; 2025Q1: 16,904 shares; 2025Q2: 17,103 shares; 2025Q3: 17,207 shares; 2025Q4: 18,315 shares; 2026Q1: 19,203 shares; 2026Q2: 22,438 shares 22,438 $1.53M 0.09% +3,235 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,389 shares; 2025Q2: 7,648 shares; 2025Q3: 8,628 shares; 2025Q4: 9,103 shares; 2026Q1: 17,730 shares; 2026Q2: 25,711 shares 25,711 $1.51M 0.09% +7,981 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: 30,277 shares; 2024Q4: 29,542 shares; 2025Q1: 28,258 shares; 2025Q2: 28,410 shares; 2025Q3: 4,000 shares; 2025Q4: 26,532 shares; 2026Q1: 27,172 shares; 2026Q2: 26,510 shares 26,510 $1.51M 0.09% -662 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: 770 shares; 2024Q4: 1,050 shares; 2025Q1: 1,274 shares; 2025Q2: 1,304 shares; 2025Q3: 1,349 shares; 2025Q4: 1,455 shares; 2026Q1: 1,539 shares; 2026Q2: 1,590 shares 1,590 $1.49M 0.09% +51 Timeline SPDW 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; 2024Q3: 23,619 shares; 2024Q4: 24,209 shares; 2025Q1: 24,133 shares; 2025Q2: 25,189 shares; 2025Q3: 26,611 shares; 2025Q4: 27,274 shares; 2026Q1: 28,857 shares; 2026Q2: 29,450 shares 29,450 $1.48M 0.09% +593 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,765 shares; 2024Q4: 14,951 shares; 2025Q1: 15,228 shares; 2025Q2: 15,316 shares; 2025Q3: 16,550 shares; 2025Q4: 16,710 shares; 2026Q1: 16,645 shares; 2026Q2: 16,772 shares 16,772 $1.47M 0.09% +127 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: 1,797 shares; 2025Q1: 1,781 shares; 2025Q2: 1,790 shares; 2025Q3: 1,725 shares; 2025Q4: 1,828 shares; 2026Q1: 2,309 shares; 2026Q2: 2,311 shares 2,311 $1.47M 0.09% +2 Timeline IJS 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: 18,497 shares; 2026Q2: 10,377 shares 10,377 $1.42M 0.08% -8,120 Timeline VSDA 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: 20,330 shares; 2024Q4: 21,182 shares; 2025Q1: 22,011 shares; 2025Q2: 21,392 shares; 2025Q3: 22,206 shares; 2025Q4: 23,366 shares; 2026Q1: 23,890 shares; 2026Q2: 24,137 shares 24,137 $1.4M 0.08% +247 Timeline IJJ 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: 9,449 shares 9,449 $1.4M 0.08% new Timeline FTSM 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: 16,487 shares; 2026Q2: 23,281 shares 23,281 $1.39M 0.08% +6,794 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: 23,703 shares; 2024Q4: 24,472 shares; 2025Q1: 25,255 shares; 2025Q2: 28,404 shares; 2025Q3: 28,885 shares; 2025Q4: 27,079 shares; 2026Q1: 28,862 shares; 2026Q2: 32,672 shares 32,672 $1.38M 0.08% +3,810 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; 2024Q3: 15,238 shares; 2024Q4: 16,046 shares; 2025Q1: 12,973 shares; 2025Q2: 22,447 shares; 2025Q3: 22,299 shares; 2025Q4: 47,674 shares; 2026Q1: 51,403 shares; 2026Q2: 30,426 shares 30,426 $1.38M 0.08% -20,977 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,418 shares; 2024Q4: 19,813 shares; 2025Q1: 19,378 shares; 2025Q2: 19,234 shares; 2025Q3: 19,767 shares; 2025Q4: 19,534 shares; 2026Q1: 17,187 shares; 2026Q2: 19,154 shares 19,154 $1.36M 0.08% +1,967 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,398 shares 14,398 $1.36M 0.08% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,418 shares; 2024Q4: 6,203 shares; 2025Q1: 5,927 shares; 2025Q2: 5,780 shares; 2025Q3: 5,734 shares; 2025Q4: 5,737 shares; 2026Q1: 10,191 shares; 2026Q2: 14,986 shares 14,986 $1.36M 0.08% +4,795 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,240 shares; 2024Q4: 8,258 shares; 2025Q1: 8,152 shares; 2025Q2: 8,314 shares; 2025Q3: 8,354 shares; 2025Q4: 8,438 shares; 2026Q1: 8,473 shares; 2026Q2: 8,403 shares 8,403 $1.36M 0.08% -70 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 9,079 shares 9,079 $1.33M 0.08% new Timeline BILS 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: 10,806 shares; 2024Q4: 11,306 shares; 2025Q1: 9,306 shares; 2025Q2: 9,306 shares; 2025Q3: 9,681 shares; 2025Q4: 10,196 shares; 2026Q1: 12,331 shares; 2026Q2: 13,331 shares 13,331 $1.32M 0.08% +1,000 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: 11,003 shares; 2024Q4: 13,042 shares; 2025Q1: 12,607 shares; 2025Q2: 12,624 shares; 2025Q3: 12,357 shares; 2025Q4: 13,121 shares; 2026Q1: 13,709 shares; 2026Q2: 13,698 shares 13,698 $1.31M 0.08% -11 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,408 shares; 2024Q4: 8,019 shares; 2025Q1: 7,804 shares; 2025Q2: 7,854 shares; 2025Q3: 7,959 shares; 2025Q4: 8,669 shares; 2026Q1: 8,744 shares; 2026Q2: 8,815 shares 8,815 $1.31M 0.08% +71 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,675 shares; 2026Q1: 20,434 shares; 2026Q2: 21,400 shares 21,400 $1.29M 0.08% +966 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,135 shares; 2024Q4: 40,206 shares; 2025Q1: 39,785 shares; 2025Q2: 50,961 shares; 2025Q3: 49,335 shares; 2025Q4: 48,613 shares; 2026Q1: 46,742 shares; 2026Q2: 47,812 shares 47,812 $1.28M 0.08% +1,070 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,590 shares; 2024Q4: 16,465 shares; 2025Q1: 25,585 shares; 2025Q2: 28,450 shares; 2025Q3: 29,225 shares; 2025Q4: 28,750 shares; 2026Q1: 26,940 shares; 2026Q2: 23,040 shares 23,040 $1.28M 0.08% -3,900 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; 2024Q3: 5,551 shares; 2024Q4: 5,551 shares; 2025Q1: 5,160 shares; 2025Q2: 5,210 shares; 2025Q3: 5,435 shares; 2025Q4: 6,245 shares; 2026Q1: 6,512 shares; 2026Q2: 7,800 shares 7,800 $1.27M 0.08% +1,288 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,051 shares 8,051 $1.27M 0.08% new Timeline GRID 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: 21,588 shares; 2024Q4: 24,422 shares; 2025Q1: 2,722 shares; 2025Q2: 3,443 shares; 2025Q3: not reported; 2025Q4: 5,468 shares; 2026Q1: 5,504 shares; 2026Q2: 6,568 shares 6,568 $1.26M 0.07% +1,064 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: 8,768 shares; 2024Q4: 9,483 shares; 2025Q1: 10,886 shares; 2025Q2: 12,395 shares; 2025Q3: 12,534 shares; 2025Q4: 11,533 shares; 2026Q1: 13,051 shares; 2026Q2: 17,486 shares 17,486 $1.26M 0.07% +4,435 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,989 shares; 2024Q4: 8,934 shares; 2025Q1: 9,009 shares; 2025Q2: 9,139 shares; 2025Q3: 8,867 shares; 2025Q4: 9,003 shares; 2026Q1: 9,152 shares; 2026Q2: 8,973 shares 8,973 $1.25M 0.07% -179 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,428 shares; 2024Q4: 17,695 shares; 2025Q1: 17,829 shares; 2025Q2: 17,648 shares; 2025Q3: 17,370 shares; 2025Q4: 17,556 shares; 2026Q1: 19,241 shares; 2026Q2: 20,119 shares 20,119 $1.24M 0.07% +878 Timeline New Economy Fund Cl F2 New Economy Fund Cl F2 More: the full row for New Economy Fund Cl F2 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: 13,569 shares; 2026Q2: 13,569 shares 13,569 $1.23M 0.07% 0 QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,845 shares; 2024Q4: 6,764 shares; 2025Q1: 6,946 shares; 2025Q2: 6,925 shares; 2025Q3: 6,726 shares; 2025Q4: 6,526 shares; 2026Q1: 6,448 shares; 2026Q2: 6,448 shares 6,448 $1.19M 0.07% 0 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: 9,002 shares; 2024Q4: 9,207 shares; 2025Q1: 9,189 shares; 2025Q2: 9,518 shares; 2025Q3: 13,448 shares; 2025Q4: 13,566 shares; 2026Q1: 14,625 shares; 2026Q2: 13,936 shares 13,936 $1.19M 0.07% -689 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,848 shares; 2024Q4: 30,822 shares; 2025Q1: 30,835 shares; 2025Q2: 31,822 shares; 2025Q3: 31,823 shares; 2025Q4: 30,823 shares; 2026Q1: 30,773 shares; 2026Q2: 30,673 shares 30,673 $1.17M 0.07% -100 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 6,966 shares; 2025Q1: 7,177 shares; 2025Q2: 7,764 shares; 2025Q3: 9,810 shares; 2025Q4: 5,357 shares; 2026Q1: 6,301 shares; 2026Q2: 7,094 shares 7,094 $1.17M 0.07% +793 Timeline TOST TOAST INC More: the full row for TOAST 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: 17,680 shares; 2026Q1: 35,880 shares; 2026Q2: 41,230 shares 41,230 $1.15M 0.07% +5,350 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,320 shares; 2025Q1: 2,372 shares; 2025Q2: 3,162 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares; 2026Q2: 3,303 shares 3,303 $1.14M 0.07% +140 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 3,711 shares; 2025Q1: 3,706 shares; 2025Q2: 3,689 shares; 2025Q3: 3,632 shares; 2025Q4: 3,584 shares; 2026Q1: 3,618 shares; 2026Q2: 3,619 shares 3,619 $1.13M 0.07% +1 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,161 shares; 2025Q3: 49,719 shares; 2025Q4: 37,167 shares; 2026Q1: 31,095 shares; 2026Q2: 30,699 shares 30,699 $1.13M 0.07% -396 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,032 shares; 2024Q4: 3,084 shares; 2025Q1: 3,036 shares; 2025Q2: 3,188 shares; 2025Q3: 3,611 shares; 2025Q4: 7,279 shares; 2026Q1: 10,018 shares; 2026Q2: 10,253 shares 10,253 $1.13M 0.07% +235 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,622 shares 9,622 $1.11M 0.07% new Timeline AMERICAN NEW WORLD FUND CLA… AMERICAN NEW WORLD FUND CLASS F2 More: the full row for AMERICAN NEW WORLD FUND CLASS F2 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: 10,237 shares; 2026Q2: 10,237 shares 10,237 $1.11M 0.07% 0 MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,195 shares; 2024Q4: 8,869 shares; 2025Q1: 10,793 shares; 2025Q2: 10,514 shares; 2025Q3: 10,669 shares; 2025Q4: 10,638 shares; 2026Q1: 10,638 shares; 2026Q2: 10,621 shares 10,621 $1.1M 0.07% -17 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,118 shares; 2024Q4: 7,120 shares; 2025Q1: 6,861 shares; 2025Q2: 6,963 shares; 2025Q3: 6,641 shares; 2025Q4: 6,762 shares; 2026Q1: 6,774 shares; 2026Q2: 6,944 shares 6,944 $1.1M 0.07% +170 Timeline SLYV 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: 9,544 shares; 2024Q4: 10,169 shares; 2025Q1: 9,624 shares; 2025Q2: 9,873 shares; 2025Q3: 10,543 shares; 2025Q4: 10,212 shares; 2026Q1: 10,265 shares; 2026Q2: 10,085 shares 10,085 $1.1M 0.07% -180 Timeline MDYV 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: 10,725 shares; 2024Q4: 10,734 shares; 2025Q1: 10,848 shares; 2025Q2: 11,150 shares; 2025Q3: 11,346 shares; 2025Q4: 11,273 shares; 2026Q1: 11,525 shares; 2026Q2: 11,483 shares 11,483 $1.09M 0.06% -42 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,185 shares; 2024Q4: 45,635 shares; 2025Q1: 45,635 shares; 2025Q2: 45,725 shares; 2025Q3: 54,633 shares; 2025Q4: 54,633 shares; 2026Q1: 57,839 shares; 2026Q2: 57,970 shares 57,970 $1.07M 0.06% +131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,105 shares; 2026Q2: 11,107 shares 11,107 $1.06M 0.06% +2 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 992 shares; 2025Q4: 1,523 shares; 2026Q1: 1,494 shares; 2026Q2: 1,450 shares 1,450 $1.05M 0.06% -44 Timeline FTCS 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: 12,363 shares; 2024Q4: 12,495 shares; 2025Q1: 12,418 shares; 2025Q2: 12,547 shares; 2025Q3: 13,133 shares; 2025Q4: 11,773 shares; 2026Q1: 11,767 shares; 2026Q2: 11,161 shares 11,161 $1.05M 0.06% -606 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,341 shares; 2024Q4: 6,472 shares; 2025Q1: 6,351 shares; 2025Q2: 6,464 shares; 2025Q3: 6,562 shares; 2025Q4: 6,727 shares; 2026Q1: 6,927 shares; 2026Q2: 7,147 shares 7,147 $1.05M 0.06% +220 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,409 shares; 2025Q3: 3,563 shares; 2025Q4: 2,983 shares; 2026Q1: 7,531 shares; 2026Q2: 14,366 shares 14,366 $1.04M 0.06% +6,835 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,548 shares; 2024Q4: 7,465 shares; 2025Q1: 7,343 shares; 2025Q2: 7,365 shares; 2025Q3: 7,961 shares; 2025Q4: 7,389 shares; 2026Q1: 6,789 shares; 2026Q2: 6,796 shares 6,796 $1.03M 0.06% +7 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,826 shares; 2024Q4: 5,829 shares; 2025Q1: 5,757 shares; 2025Q2: 5,745 shares; 2025Q3: 5,748 shares; 2025Q4: 5,750 shares; 2026Q1: 5,907 shares; 2026Q2: 3,223 shares 3,223 $1.01M 0.06% -2,684 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,917 shares; 2024Q4: 18,917 shares; 2025Q1: 24,791 shares; 2025Q2: 24,791 shares; 2025Q3: 24,791 shares; 2025Q4: 24,791 shares; 2026Q1: 27,517 shares; 2026Q2: 29,067 shares 29,067 $1M 0.06% +1,550 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,068 shares; 2024Q4: 9,262 shares; 2025Q1: 9,283 shares; 2025Q2: 9,700 shares; 2025Q3: 9,889 shares; 2025Q4: 10,150 shares; 2026Q1: 11,005 shares; 2026Q2: 7,331 shares 7,331 $1M 0.06% -3,674 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: 11,426 shares; 2025Q1: 17,086 shares; 2025Q2: 17,776 shares; 2025Q3: 18,291 shares; 2025Q4: 20,819 shares; 2026Q1: 30,051 shares; 2026Q2: 30,045 shares 30,045 $1M 0.06% -6 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,485 shares; 2024Q4: 6,486 shares; 2025Q1: 6,989 shares; 2025Q2: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 7,093 shares; 2026Q1: 6,977 shares; 2026Q2: 6,897 shares 6,897 $997K 0.06% -80 Timeline MGC 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: 1,459 shares; 2024Q4: 1,524 shares; 2025Q1: 1,475 shares; 2025Q2: 1,620 shares; 2025Q3: 1,666 shares; 2025Q4: 1,627 shares; 2026Q1: 1,637 shares; 2026Q2: 3,617 shares 3,617 $990K 0.06% +1,980 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; 2024Q3: 16,207 shares; 2024Q4: 16,207 shares; 2025Q1: 15,849 shares; 2025Q2: 14,463 shares; 2025Q3: 16,169 shares; 2025Q4: 34,788 shares; 2026Q1: 32,243 shares; 2026Q2: 18,338 shares 18,338 $981K 0.06% -13,905 Timeline FV 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: 16,408 shares; 2024Q4: 16,149 shares; 2025Q1: 14,848 shares; 2025Q2: 13,911 shares; 2025Q3: not reported; 2025Q4: 12,918 shares; 2026Q1: 12,919 shares; 2026Q2: 12,896 shares 12,896 $979K 0.06% -23 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: 8,179 shares; 2024Q4: 9,069 shares; 2025Q1: 6,300 shares; 2025Q2: 8,808 shares; 2025Q3: 10,837 shares; 2025Q4: 15,845 shares; 2026Q1: 20,670 shares; 2026Q2: 19,331 shares 19,331 $976K 0.06% -1,339 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,150 shares; 2024Q4: 7,225 shares; 2025Q1: 7,321 shares; 2025Q2: 7,524 shares; 2025Q3: 7,526 shares; 2025Q4: 7,612 shares; 2026Q1: 7,565 shares; 2026Q2: 7,517 shares 7,517 $961K 0.06% -48 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,545 shares; 2024Q4: 11,054 shares; 2025Q1: 12,581 shares; 2025Q2: 14,117 shares; 2025Q3: 13,697 shares; 2025Q4: 13,804 shares; 2026Q1: 16,386 shares; 2026Q2: 15,565 shares 15,565 $940K 0.06% -821 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,604 shares; 2024Q4: 40,154 shares; 2025Q1: 39,416 shares; 2025Q2: 39,404 shares; 2025Q3: 38,804 shares; 2025Q4: 34,344 shares; 2026Q1: 30,491 shares; 2026Q2: 27,491 shares 27,491 $931K 0.06% -3,000 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,055 shares; 2024Q4: 11,977 shares; 2025Q1: 11,736 shares; 2025Q2: 13,354 shares; 2025Q3: 15,025 shares; 2025Q4: 16,379 shares; 2026Q1: 17,066 shares; 2026Q2: 14,169 shares 14,169 $930K 0.06% -2,897 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 2,207 shares; 2025Q4: 1,891 shares; 2026Q1: 2,205 shares; 2026Q2: 3,114 shares 3,114 $928K 0.06% +909 Timeline SDVY 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: 55,258 shares; 2024Q4: 61,019 shares; 2025Q1: 73,608 shares; 2025Q2: 65,650 shares; 2025Q3: not reported; 2025Q4: 20,502 shares; 2026Q1: 21,332 shares; 2026Q2: 21,458 shares 21,458 $926K 0.05% +126 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,179 shares; 2025Q2: 27,344 shares; 2025Q3: 31,311 shares; 2025Q4: 33,519 shares; 2026Q1: 18,653 shares; 2026Q2: 18,399 shares 18,399 $916K 0.05% -254 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 2,615 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,615 shares; 2025Q4: 2,615 shares; 2026Q1: 2,615 shares; 2026Q2: 2,745 shares 2,745 $910K 0.05% +130 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,568 shares; 2026Q2: 20,317 shares 20,317 $902K 0.05% -251 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; 2024Q3: 83,508 shares; 2024Q4: 84,240 shares; 2025Q1: 83,645 shares; 2025Q2: 83,450 shares; 2025Q3: 81,829 shares; 2025Q4: 82,791 shares; 2026Q1: 82,394 shares; 2026Q2: 82,591 shares 82,591 $891K 0.05% +197 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: 8,423 shares; 2024Q4: 10,753 shares; 2025Q1: 11,338 shares; 2025Q2: 10,585 shares; 2025Q3: 9,515 shares; 2025Q4: 9,875 shares; 2026Q1: 9,515 shares; 2026Q2: 8,213 shares 8,213 $883K 0.05% -1,302 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,995 shares; 2024Q4: 15,215 shares; 2025Q1: 15,370 shares; 2025Q2: 19,358 shares; 2025Q3: 22,613 shares; 2025Q4: 22,026 shares; 2026Q1: 22,064 shares; 2026Q2: 23,209 shares 23,209 $881K 0.05% +1,145 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: 4,627 shares; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 6,200 shares; 2025Q3: not reported; 2025Q4: 6,209 shares; 2026Q1: 6,625 shares; 2026Q2: 9,703 shares 9,703 $872K 0.05% +3,078 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,204 shares; 2025Q3: 14,754 shares; 2025Q4: 15,041 shares; 2026Q1: 17,689 shares; 2026Q2: 16,488 shares 16,488 $870K 0.05% -1,201 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: 1,725 shares; 2024Q4: 1,628 shares; 2025Q1: 1,410 shares; 2025Q2: 1,330 shares; 2025Q3: 1,676 shares; 2025Q4: 565 shares; 2026Q1: 739 shares; 2026Q2: 730 shares 730 $858K 0.05% -9 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,853 shares; 2025Q1: 1,870 shares; 2025Q2: 2,076 shares; 2025Q3: 2,060 shares; 2025Q4: 2,112 shares; 2026Q1: 2,252 shares; 2026Q2: 2,514 shares 2,514 $850K 0.05% +262 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,925 shares; 2025Q1: 4,325 shares; 2025Q2: 6,545 shares; 2025Q3: 10,145 shares; 2025Q4: 13,015 shares; 2026Q1: 13,736 shares; 2026Q2: 13,715 shares 13,715 $838K 0.05% -21 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: 458 shares; 2025Q1: 505 shares; 2025Q2: 504 shares; 2025Q3: 491 shares; 2025Q4: 621 shares; 2026Q1: 1,039 shares; 2026Q2: 828 shares 828 $837K 0.05% -211 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,644 shares; 2025Q1: 2,747 shares; 2025Q2: 1,657 shares; 2025Q3: 1,708 shares; 2025Q4: 1,647 shares; 2026Q1: 1,840 shares; 2026Q2: 2,007 shares 2,007 $834K 0.05% +167 Timeline SPSM 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: 5,239 shares; 2024Q4: 5,905 shares; 2025Q1: 6,903 shares; 2025Q2: 7,230 shares; 2025Q3: 12,371 shares; 2025Q4: 13,970 shares; 2026Q1: 14,200 shares; 2026Q2: 14,433 shares 14,433 $832K 0.05% +233 Timeline FDL 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: 15,283 shares; 2024Q4: 15,277 shares; 2025Q1: 14,181 shares; 2025Q2: 14,075 shares; 2025Q3: not reported; 2025Q4: 16,909 shares; 2026Q1: 16,932 shares; 2026Q2: 16,932 shares 16,932 $824K 0.05% 0 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,301 shares; 2026Q1: 30,023 shares; 2026Q2: 31,343 shares 31,343 $821K 0.05% +1,320 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,623 shares; 2026Q2: 6,565 shares 6,565 $817K 0.05% +1,942 Timeline EMLP 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: 18,454 shares; 2024Q4: 18,392 shares; 2025Q1: 18,383 shares; 2025Q2: 18,375 shares; 2025Q3: not reported; 2025Q4: 18,400 shares; 2026Q1: 18,537 shares; 2026Q2: 18,586 shares 18,586 $808K 0.05% +49 Timeline ESGV 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: 4,262 shares; 2025Q3: 4,632 shares; 2025Q4: 5,332 shares; 2026Q1: 5,332 shares; 2026Q2: 6,102 shares 6,102 $807K 0.05% +770 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 6,992 shares; 2025Q4: 8,774 shares; 2026Q1: 10,989 shares; 2026Q2: 10,921 shares 10,921 $804K 0.05% -68 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: 2,259 shares; 2024Q4: 2,606 shares; 2025Q1: 2,492 shares; 2025Q2: 2,727 shares; 2025Q3: 2,753 shares; 2025Q4: 2,774 shares; 2026Q1: 3,750 shares; 2026Q2: 3,567 shares 3,567 $795K 0.05% -183 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 4,000 shares; 2025Q3: 14,580 shares; 2025Q4: 14,580 shares; 2026Q1: 14,580 shares; 2026Q2: 13,830 shares 13,830 $785K 0.05% -750 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; 2024Q3: 13,749 shares; 2024Q4: 13,431 shares; 2025Q1: 12,130 shares; 2025Q2: 12,130 shares; 2025Q3: 12,287 shares; 2025Q4: 13,149 shares; 2026Q1: 13,072 shares; 2026Q2: 13,072 shares 13,072 $780K 0.05% 0 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,171 shares; 2024Q4: 4,582 shares; 2025Q1: 4,091 shares; 2025Q2: 4,581 shares; 2025Q3: 4,091 shares; 2025Q4: 4,581 shares; 2026Q1: 4,369 shares; 2026Q2: 4,369 shares 4,369 $779K 0.05% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,943 shares; 2024Q4: 10,560 shares; 2025Q1: 10,665 shares; 2025Q2: 10,209 shares; 2025Q3: 10,141 shares; 2025Q4: 10,050 shares; 2026Q1: 9,363 shares; 2026Q2: 9,357 shares 9,357 $777K 0.05% -6 Timeline SPTS 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: 11,480 shares; 2024Q4: 13,781 shares; 2025Q1: 15,182 shares; 2025Q2: 15,133 shares; 2025Q3: 16,334 shares; 2025Q4: 18,835 shares; 2026Q1: 18,935 shares; 2026Q2: 26,787 shares 26,787 $777K 0.05% +7,852 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 9,187 shares; 2025Q1: 9,309 shares; 2025Q2: 9,335 shares; 2025Q3: 8,986 shares; 2025Q4: 12,614 shares; 2026Q1: 14,412 shares; 2026Q2: 24,141 shares 24,141 $766K 0.05% +9,729 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,114 shares; 2024Q4: 8,103 shares; 2025Q1: 7,871 shares; 2025Q2: 7,926 shares; 2025Q3: 9,801 shares; 2025Q4: 8,464 shares; 2026Q1: 9,269 shares; 2026Q2: 9,406 shares 9,406 $756K 0.04% +137 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 2,117 shares; 2025Q1: 2,120 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,125 shares; 2026Q1: 2,212 shares; 2026Q2: 2,288 shares 2,288 $755K 0.04% +76 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,089 shares; 2024Q4: 8,508 shares; 2025Q1: 8,744 shares; 2025Q2: 9,914 shares; 2025Q3: 9,952 shares; 2025Q4: 9,360 shares; 2026Q1: 11,748 shares; 2026Q2: 12,046 shares 12,046 $746K 0.04% +298 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: 6,787 shares; 2024Q4: 7,931 shares; 2025Q1: 7,803 shares; 2025Q2: 8,170 shares; 2025Q3: 7,940 shares; 2025Q4: 10,328 shares; 2026Q1: 11,050 shares; 2026Q2: 11,989 shares 11,989 $746K 0.04% +939 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,001 shares; 2024Q4: 10,403 shares; 2025Q1: 15,905 shares; 2025Q2: 18,182 shares; 2025Q3: not reported; 2025Q4: 24,296 shares; 2026Q1: 26,650 shares; 2026Q2: 27,104 shares 27,104 $745K 0.04% +454 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $744K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,461 shares; 2025Q1: 1,372 shares; 2025Q2: 1,451 shares; 2025Q3: 1,513 shares; 2025Q4: 1,601 shares; 2026Q1: 2,052 shares; 2026Q2: 2,034 shares 2,034 $737K 0.04% -18 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,474 shares; 2025Q1: 10,243 shares; 2025Q2: 10,134 shares; 2025Q3: 10,154 shares; 2025Q4: 10,175 shares; 2026Q1: 7,270 shares; 2026Q2: 10,091 shares 10,091 $730K 0.04% +2,821 Timeline EFV 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: 6,062 shares; 2026Q2: 9,490 shares 9,490 $726K 0.04% +3,428 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: 9,486 shares; 2024Q4: 7,522 shares; 2025Q1: 6,500 shares; 2025Q2: 6,551 shares; 2025Q3: 6,603 shares; 2025Q4: 7,001 shares; 2026Q1: 7,426 shares; 2026Q2: 8,697 shares 8,697 $719K 0.04% +1,271 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,091 shares; 2025Q2: 6,738 shares; 2025Q3: 8,314 shares; 2025Q4: 9,223 shares; 2026Q1: 16,297 shares; 2026Q2: 20,498 shares 20,498 $711K 0.04% +4,201 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 20,000 shares; 2025Q4: not reported; 2026Q1: 14,257 shares; 2026Q2: 31,871 shares 31,871 $708K 0.04% +17,614 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,297 shares; 2025Q2: 68,447 shares; 2025Q3: 69,147 shares; 2025Q4: 56,052 shares; 2026Q1: 55,852 shares; 2026Q2: 55,852 shares 55,852 $707K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 472 shares; 2026Q1: 573 shares; 2026Q2: 984 shares 984 $702K 0.04% +411 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,959 shares; 2025Q2: 2,801 shares; 2025Q3: not reported; 2025Q4: 3,711 shares; 2026Q1: 3,696 shares; 2026Q2: 3,683 shares 3,683 $699K 0.04% -13 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,172 shares; 2024Q4: 10,174 shares; 2025Q1: 10,980 shares; 2025Q2: 10,713 shares; 2025Q3: 10,520 shares; 2025Q4: 10,133 shares; 2026Q1: 9,321 shares; 2026Q2: 9,110 shares 9,110 $694K 0.04% -211 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 13,455 shares; 2025Q4: 13,600 shares; 2026Q1: 13,517 shares; 2026Q2: 13,623 shares 13,623 $690K 0.04% +106 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,921 shares; 2024Q4: 11,098 shares; 2025Q1: 10,460 shares; 2025Q2: 10,603 shares; 2025Q3: 11,429 shares; 2025Q4: 10,820 shares; 2026Q1: 10,813 shares; 2026Q2: 12,394 shares 12,394 $688K 0.04% +1,581 Timeline METROPOLITAN WASH 6.5 41 METROPOLITAN WASH 6.5 41 More: the full row for METROPOLITAN WASH 6.5 41 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: 675,000 shares; 2026Q2: 675,000 shares 675,000 $681K 0.04% 0 OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 9,235 shares; 2025Q1: 9,116 shares; 2025Q2: 9,110 shares; 2025Q3: 9,054 shares; 2025Q4: 8,927 shares; 2026Q1: 8,873 shares; 2026Q2: 8,863 shares 8,863 $681K 0.04% -10 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: 1,216 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,240 shares; 2025Q3: 1,248 shares; 2025Q4: 1,177 shares; 2026Q1: 1,321 shares; 2026Q2: 1,315 shares 1,315 $675K 0.04% -6 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,781 shares; 2024Q4: 32,030 shares; 2025Q1: 31,567 shares; 2025Q2: 31,655 shares; 2025Q3: 32,241 shares; 2025Q4: 30,904 shares; 2026Q1: 30,079 shares; 2026Q2: 26,621 shares 26,621 $672K 0.04% -3,458 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,603 shares; 2024Q4: 16,804 shares; 2025Q1: 16,727 shares; 2025Q2: 16,634 shares; 2025Q3: 14,369 shares; 2025Q4: 13,080 shares; 2026Q1: 13,154 shares; 2026Q2: 13,273 shares 13,273 $672K 0.04% +119 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,998 shares; 2024Q4: 12,782 shares; 2025Q1: 14,764 shares; 2025Q2: 12,757 shares; 2025Q3: 12,759 shares; 2025Q4: 13,745 shares; 2026Q1: 13,489 shares; 2026Q2: 13,491 shares 13,491 $663K 0.04% +2 Timeline SPMD 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: 3,936 shares; 2025Q3: 10,545 shares; 2025Q4: 8,846 shares; 2026Q1: 9,500 shares; 2026Q2: 9,786 shares 9,786 $661K 0.04% +286 Timeline XLG 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; 2024Q3: 23,995 shares; 2024Q4: 23,514 shares; 2025Q1: 121,758 shares; 2025Q2: 167,415 shares; 2025Q3: 275,578 shares; 2025Q4: 287,094 shares; 2026Q1: 12,656 shares; 2026Q2: 10,760 shares 10,760 $659K 0.04% -1,896 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,466 shares; 2025Q2: 1,457 shares; 2025Q3: 1,505 shares; 2025Q4: 1,527 shares; 2026Q1: 2,392 shares; 2026Q2: 2,659 shares 2,659 $655K 0.04% +267 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN 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: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $652K 0.04% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,650 shares; 2024Q4: 4,621 shares; 2025Q1: 4,390 shares; 2025Q2: 4,374 shares; 2025Q3: 4,371 shares; 2025Q4: 4,474 shares; 2026Q1: 5,681 shares; 2026Q2: 11,551 shares 11,551 $649K 0.04% +5,870 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,326 shares 6,326 $637K 0.04% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,679 shares; 2025Q1: 2,166 shares; 2025Q2: 1,648 shares; 2025Q3: 1,649 shares; 2025Q4: 1,924 shares; 2026Q1: 1,624 shares; 2026Q2: 1,612 shares 1,612 $623K 0.04% -12 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; 2024Q3: 6,496 shares; 2024Q4: 6,458 shares; 2025Q1: 5,685 shares; 2025Q2: 5,704 shares; 2025Q3: 5,772 shares; 2025Q4: 6,942 shares; 2026Q1: 7,122 shares; 2026Q2: 7,541 shares 7,541 $623K 0.04% +419 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: 248 shares; 2025Q4: 358 shares; 2026Q1: 377 shares; 2026Q2: 309 shares 309 $616K 0.04% -68 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 70,855 shares; 2025Q4: 129,665 shares; 2026Q1: 166,010 shares; 2026Q2: 166,510 shares 166,510 $614K 0.04% +500 Timeline SPLV 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; 2024Q3: 9,940 shares; 2024Q4: 9,637 shares; 2025Q1: 4,672 shares; 2025Q2: 4,672 shares; 2025Q3: 4,872 shares; 2025Q4: 4,906 shares; 2026Q1: 8,068 shares; 2026Q2: 8,138 shares 8,138 $610K 0.04% +70 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,834 shares; 2024Q4: 6,916 shares; 2025Q1: 6,823 shares; 2025Q2: 6,323 shares; 2025Q3: 13,402 shares; 2025Q4: 14,410 shares; 2026Q1: 15,067 shares; 2026Q2: 13,045 shares 13,045 $606K 0.04% -2,022 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,820 shares; 2024Q4: 7,276 shares; 2025Q1: 7,060 shares; 2025Q2: 5,709 shares; 2025Q3: 5,268 shares; 2025Q4: 5,619 shares; 2026Q1: 7,201 shares; 2026Q2: 12,155 shares 12,155 $602K 0.04% +4,954 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,315 shares; 2024Q4: 3,555 shares; 2025Q1: 3,699 shares; 2025Q2: 3,562 shares; 2025Q3: 3,533 shares; 2025Q4: 3,828 shares; 2026Q1: 21,111 shares; 2026Q2: 4,374 shares 4,374 $602K 0.04% -16,737 Timeline GS FIN CORP. 0 26 GS FIN CORP. 0 26 More: the full row for GS FIN CORP. 0 26 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: 500,000 shares; 2026Q2: 500,000 shares 500,000 $597K 0.04% 0 LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,139 shares; 2025Q2: 1,147 shares; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $593K 0.04% 0 Timeline QEFA 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; 2024Q3: 5,817 shares; 2024Q4: 5,189 shares; 2025Q1: 4,628 shares; 2025Q2: 3,080 shares; 2025Q3: 5,430 shares; 2025Q4: 5,753 shares; 2026Q1: 6,016 shares; 2026Q2: 6,033 shares 6,033 $579K 0.03% +17 Timeline GRAND PARKWAY TR 5.85 47 GRAND PARKWAY TR 5.85 47 More: the full row for GRAND PARKWAY TR 5.85 47 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: 550,000 shares; 2026Q2: 550,000 shares 550,000 $575K 0.03% 0 RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,408 shares; 2025Q2: 32,558 shares; 2025Q3: 30,508 shares; 2025Q4: 29,765 shares; 2026Q1: 29,440 shares; 2026Q2: 29,540 shares 29,540 $571K 0.03% +100 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,467 shares; 2024Q4: 5,309 shares; 2025Q1: 5,286 shares; 2025Q2: 5,986 shares; 2025Q3: 6,486 shares; 2025Q4: 6,177 shares; 2026Q1: 6,802 shares; 2026Q2: 6,496 shares 6,496 $570K 0.03% -306 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,346 shares; 2024Q4: 9,344 shares; 2025Q1: 9,780 shares; 2025Q2: 10,002 shares; 2025Q3: 10,317 shares; 2025Q4: 11,848 shares; 2026Q1: 12,526 shares; 2026Q2: 12,454 shares 12,454 $567K 0.03% -72 Timeline UITB 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: 8,272 shares; 2024Q4: 9,267 shares; 2025Q1: 9,480 shares; 2025Q2: 9,634 shares; 2025Q3: 9,925 shares; 2025Q4: 11,440 shares; 2026Q1: 12,090 shares; 2026Q2: 12,066 shares 12,066 $565K 0.03% -24 Timeline PCRHY PANASONIC HLDGS CORP ADR(JPN) More: the full row for PANASONIC HLDGS CORP ADR(JPN) 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: 20,035 shares; 2026Q2: 19,982 shares 19,982 $560K 0.03% -53 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,359 shares; 2026Q2: 14,542 shares 14,542 $559K 0.03% +183 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: not reported; 2025Q4: 301 shares; 2026Q1: 344 shares; 2026Q2: 580 shares 580 $558K 0.03% +236 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,242 shares 3,242 $554K 0.03% new 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: 1,597 shares; 2025Q3: 1,700 shares; 2025Q4: 1,707 shares; 2026Q1: 3,471 shares; 2026Q2: 2,626 shares 2,626 $549K 0.03% -845 Timeline NEW YORK N Y CITY T 5 43 NEW YORK N Y CITY T 5 43 More: the full row for NEW YORK N Y CITY T 5 43 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: 500,000 shares; 2026Q2: 500,000 shares 500,000 $543K 0.03% 0 RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,329 shares; 2024Q4: 19,444 shares; 2025Q1: 19,244 shares; 2025Q2: 19,012 shares; 2025Q3: 18,985 shares; 2025Q4: 18,757 shares; 2026Q1: 18,558 shares; 2026Q2: 15,694 shares 15,694 $542K 0.03% -2,864 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,849 shares; 2024Q4: 3,537 shares; 2025Q1: 3,537 shares; 2025Q2: 3,537 shares; 2025Q3: 3,537 shares; 2025Q4: 3,537 shares; 2026Q1: 3,550 shares; 2026Q2: 3,577 shares 3,577 $541K 0.03% +27 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,170 shares; 2024Q4: 3,171 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 3,168 shares; 2025Q4: 2,525 shares; 2026Q1: 4,152 shares; 2026Q2: 4,609 shares 4,609 $538K 0.03% +457 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,908 shares; 2024Q4: 6,892 shares; 2025Q1: 14,754 shares; 2025Q2: 23,859 shares; 2025Q3: 17,769 shares; 2025Q4: 16,047 shares; 2026Q1: 16,270 shares; 2026Q2: 17,623 shares 17,623 $537K 0.03% +1,353 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,407 shares; 2025Q4: 4,821 shares; 2026Q1: 7,622 shares; 2026Q2: 8,696 shares 8,696 $534K 0.03% +1,074 Timeline SCHWAB GOVERNMENT MONEY INV SCHWAB GOVERNMENT MONEY INV More: the full row for SCHWAB GOVERNMENT MONEY INV 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: 557,430 shares; 2026Q2: 530,917 shares 530,917 $531K 0.03% -26,513 TLH 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: 2,638 shares; 2026Q2: 5,257 shares 5,257 $528K 0.03% +2,619 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,629 shares; 2025Q2: 3,442 shares; 2025Q3: 4,432 shares; 2025Q4: 4,382 shares; 2026Q1: 3,863 shares; 2026Q2: 4,142 shares 4,142 $523K 0.03% +279 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; 2024Q3: 6,388 shares; 2024Q4: 6,229 shares; 2025Q1: 6,209 shares; 2025Q2: 6,209 shares; 2025Q3: 6,079 shares; 2025Q4: 8,170 shares; 2026Q1: 7,632 shares; 2026Q2: 7,632 shares 7,632 $521K 0.03% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,147 shares; 2024Q4: 12,552 shares; 2025Q1: 10,382 shares; 2025Q2: 11,066 shares; 2025Q3: 11,047 shares; 2025Q4: 11,049 shares; 2026Q1: 11,713 shares; 2026Q2: 12,515 shares 12,515 $518K 0.03% +802 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,609 shares; 2026Q2: 1,791 shares 1,791 $507K 0.03% +182 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 6,094 shares; 2025Q1: 6,922 shares; 2025Q2: 7,547 shares; 2025Q3: 6,948 shares; 2025Q4: 5,902 shares; 2026Q1: 5,886 shares; 2026Q2: 5,864 shares 5,864 $507K 0.03% -22 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,804 shares; 2025Q1: 2,763 shares; 2025Q2: 2,698 shares; 2025Q3: not reported; 2025Q4: 2,040 shares; 2026Q1: 2,719 shares; 2026Q2: 5,456 shares 5,456 $503K 0.03% +2,737 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,608 shares; 2024Q4: 11,842 shares; 2025Q1: 8,552 shares; 2025Q2: 5,537 shares; 2025Q3: 5,862 shares; 2025Q4: 8,680 shares; 2026Q1: 2,911 shares; 2026Q2: 2,707 shares 2,707 $501K 0.03% -204 Timeline VXF 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: 1,947 shares; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 1,652 shares; 2025Q3: 2,766 shares; 2025Q4: 2,057 shares; 2026Q1: 1,125 shares; 2026Q2: 2,024 shares 2,024 $498K 0.03% +899 Timeline FFLC 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: 4,251 shares; 2026Q2: 8,451 shares 8,451 $498K 0.03% +4,200 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 5,053 shares; 2025Q2: 6,804 shares; 2025Q3: 7,136 shares; 2025Q4: 7,368 shares; 2026Q1: 7,530 shares; 2026Q2: 8,578 shares 8,578 $494K 0.03% +1,048 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,690 shares; 2025Q2: 4,560 shares; 2025Q3: 4,898 shares; 2025Q4: 4,985 shares; 2026Q1: 6,034 shares; 2026Q2: 5,240 shares 5,240 $493K 0.03% -794 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,673 shares; 2026Q1: 13,852 shares; 2026Q2: 14,141 shares 14,141 $490K 0.03% +289 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; 2024Q3: 3,559 shares; 2024Q4: 3,560 shares; 2025Q1: 3,561 shares; 2025Q2: 3,562 shares; 2025Q3: 3,503 shares; 2025Q4: 3,523 shares; 2026Q1: 3,296 shares; 2026Q2: 1,803 shares 1,803 $488K 0.03% -1,493 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,070 shares; 2024Q4: 8,297 shares; 2025Q1: 12,220 shares; 2025Q2: 14,125 shares; 2025Q3: 16,441 shares; 2025Q4: 16,814 shares; 2026Q1: 18,086 shares; 2026Q2: 18,256 shares 18,256 $487K 0.03% +170 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: 4,050 shares; 2024Q4: 3,666 shares; 2025Q1: 3,845 shares; 2025Q2: 3,740 shares; 2025Q3: 3,807 shares; 2025Q4: 3,623 shares; 2026Q1: 4,141 shares; 2026Q2: 4,130 shares 4,130 $486K 0.03% -11 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,665 shares; 2025Q1: 1,701 shares; 2025Q2: 1,760 shares; 2025Q3: 1,883 shares; 2025Q4: 2,050 shares; 2026Q1: 2,053 shares; 2026Q2: 2,037 shares 2,037 $485K 0.03% -16 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,950 shares; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 2,700 shares; 2025Q4: 2,875 shares; 2026Q1: 2,890 shares; 2026Q2: 2,450 shares 2,450 $483K 0.03% -440 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 1,964 shares; 2025Q1: 1,834 shares; 2025Q2: 1,838 shares; 2025Q3: 1,809 shares; 2025Q4: 1,737 shares; 2026Q1: 1,719 shares; 2026Q2: 1,719 shares 1,719 $479K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,776 shares; 2024Q4: 6,798 shares; 2025Q1: 6,643 shares; 2025Q2: 8,665 shares; 2025Q3: 8,434 shares; 2025Q4: 8,463 shares; 2026Q1: 10,459 shares; 2026Q2: 9,606 shares 9,606 $479K 0.03% -853 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X 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: 11,949 shares; 2025Q4: 12,654 shares; 2026Q1: 13,330 shares; 2026Q2: 15,672 shares 15,672 $476K 0.03% +2,342 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: not reported; 2025Q3: not reported; 2025Q4: 6,180 shares; 2026Q1: 7,580 shares; 2026Q2: 8,905 shares 8,905 $473K 0.03% +1,325 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,838 shares; 2025Q4: 11,501 shares; 2026Q1: 13,308 shares; 2026Q2: 15,772 shares 15,772 $458K 0.03% +2,464 Timeline QEMM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 5,184 shares; 2026Q1: 5,583 shares; 2026Q2: 5,717 shares 5,717 $457K 0.03% +134 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,016 shares; 2025Q1: 2,824 shares; 2025Q2: 2,889 shares; 2025Q3: 2,814 shares; 2025Q4: 3,315 shares; 2026Q1: 2,845 shares; 2026Q2: 2,845 shares 2,845 $451K 0.03% 0 Timeline FVC 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: 13,754 shares; 2024Q4: 12,575 shares; 2025Q1: 11,393 shares; 2025Q2: 11,393 shares; 2025Q3: not reported; 2025Q4: 11,292 shares; 2026Q1: 10,280 shares; 2026Q2: 10,280 shares 10,280 $450K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,100 shares; 2024Q4: 16,234 shares; 2025Q1: 16,210 shares; 2025Q2: 16,232 shares; 2025Q3: 16,232 shares; 2025Q4: 16,349 shares; 2026Q1: 16,348 shares; 2026Q2: 16,168 shares 16,168 $448K 0.03% -180 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: 1,212 shares; 2026Q2: 1,709 shares 1,709 $445K 0.03% +497 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 878 shares; 2025Q1: 881 shares; 2025Q2: 893 shares; 2025Q3: 903 shares; 2025Q4: 895 shares; 2026Q1: 863 shares; 2026Q2: 876 shares 876 $439K 0.03% +13 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 3,625 shares; 2025Q3: 3,655 shares; 2025Q4: 3,705 shares; 2026Q1: 3,615 shares; 2026Q2: 3,865 shares 3,865 $439K 0.03% +250 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 6,423 shares; 2025Q1: 6,424 shares; 2025Q2: 6,425 shares; 2025Q3: 5,943 shares; 2025Q4: 5,944 shares; 2026Q1: 5,745 shares; 2026Q2: 5,595 shares 5,595 $439K 0.03% -150 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,993 shares; 2026Q1: 6,137 shares; 2026Q2: 4,315 shares 4,315 $439K 0.03% -1,822 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR 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: 15,850 shares; 2025Q4: 28,150 shares; 2026Q1: 28,150 shares; 2026Q2: 28,150 shares 28,150 $437K 0.03% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,964 shares; 2024Q4: 4,921 shares; 2025Q1: 4,011 shares; 2025Q2: 3,700 shares; 2025Q3: 3,688 shares; 2025Q4: 3,691 shares; 2026Q1: 3,693 shares; 2026Q2: 3,487 shares 3,487 $435K 0.03% -206 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,303 shares; 2025Q3: not reported; 2025Q4: 9,803 shares; 2026Q1: 11,253 shares; 2026Q2: 11,253 shares 11,253 $434K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,680 shares; 2025Q1: 2,609 shares; 2025Q2: 2,605 shares; 2025Q3: 2,483 shares; 2025Q4: 2,358 shares; 2026Q1: 2,357 shares; 2026Q2: 2,282 shares 2,282 $434K 0.03% -75 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,441 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,597 shares; 2026Q1: 4,123 shares; 2026Q2: 2,973 shares 2,973 $426K 0.03% -1,150 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,810 shares 16,810 $425K 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,476 shares; 2024Q4: 7,271 shares; 2025Q1: 6,968 shares; 2025Q2: 7,003 shares; 2025Q3: 7,653 shares; 2025Q4: 7,659 shares; 2026Q1: 7,191 shares; 2026Q2: 8,104 shares 8,104 $420K 0.02% +913 Timeline FXI 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: 5,080 shares; 2025Q4: 6,130 shares; 2026Q1: 10,213 shares; 2026Q2: 13,218 shares 13,218 $418K 0.02% +3,005 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,057 shares; 2024Q4: 7,063 shares; 2025Q1: 9,001 shares; 2025Q2: 9,004 shares; 2025Q3: 9,007 shares; 2025Q4: 8,219 shares; 2026Q1: 8,221 shares; 2026Q2: 8,225 shares 8,225 $416K 0.02% +4 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: 2,529 shares; 2025Q1: 3,240 shares; 2025Q2: 4,188 shares; 2025Q3: 3,908 shares; 2025Q4: 3,830 shares; 2026Q1: 4,067 shares; 2026Q2: 5,307 shares 5,307 $415K 0.02% +1,240 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 19,479 shares 19,479 $410K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,519 shares; 2024Q4: 9,382 shares; 2025Q1: 9,094 shares; 2025Q2: 9,066 shares; 2025Q3: 9,088 shares; 2025Q4: 9,077 shares; 2026Q1: 8,206 shares; 2026Q2: 7,781 shares 7,781 $408K 0.02% -425 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,401 shares; 2024Q4: 2,350 shares; 2025Q1: 2,121 shares; 2025Q2: 3,413 shares; 2025Q3: 2,528 shares; 2025Q4: 2,419 shares; 2026Q1: 2,666 shares; 2026Q2: 3,991 shares 3,991 $408K 0.02% +1,325 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,186 shares; 2024Q4: 5,636 shares; 2025Q1: 5,442 shares; 2025Q2: 5,334 shares; 2025Q3: 7,636 shares; 2025Q4: 4,908 shares; 2026Q1: 4,908 shares; 2026Q2: 4,919 shares 4,919 $405K 0.02% +11 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,071 shares; 2024Q4: 11,871 shares; 2025Q1: 11,712 shares; 2025Q2: 12,075 shares; 2025Q3: not reported; 2025Q4: 15,312 shares; 2026Q1: 20,934 shares; 2026Q2: 22,654 shares 22,654 $405K 0.02% +1,720 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,868 shares 9,868 $403K 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,583 shares; 2025Q3: not reported; 2025Q4: 1,516 shares; 2026Q1: 1,516 shares; 2026Q2: 1,516 shares 1,516 $401K 0.02% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,830 shares; 2025Q1: 3,000 shares; 2025Q2: 2,777 shares; 2025Q3: 2,906 shares; 2025Q4: 3,813 shares; 2026Q1: 4,104 shares; 2026Q2: 4,137 shares 4,137 $401K 0.02% +33 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,830 shares 1,830 $400K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,425 shares; 2026Q2: 4,049 shares 4,049 $398K 0.02% +1,624 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 783 shares; 2025Q1: 732 shares; 2025Q2: 960 shares; 2025Q3: 1,093 shares; 2025Q4: 1,023 shares; 2026Q1: 1,852 shares; 2026Q2: 1,942 shares 1,942 $398K 0.02% +90 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,689 shares; 2024Q4: 8,913 shares; 2025Q1: 7,290 shares; 2025Q2: 6,224 shares; 2025Q3: 7,320 shares; 2025Q4: 7,340 shares; 2026Q1: 8,575 shares; 2026Q2: 8,605 shares 8,605 $397K 0.02% +30 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 5,477 shares 5,477 $394K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,176 shares; 2024Q4: 21,372 shares; 2025Q1: 20,935 shares; 2025Q2: 21,224 shares; 2025Q3: 21,225 shares; 2025Q4: 21,431 shares; 2026Q1: 5,764 shares; 2026Q2: 8,232 shares 8,232 $391K 0.02% +2,468 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,615 shares; 2025Q2: 8,817 shares; 2025Q3: 12,396 shares; 2025Q4: 13,475 shares; 2026Q1: 13,552 shares; 2026Q2: 13,556 shares 13,556 $391K 0.02% +4 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 978 shares; 2025Q4: 947 shares; 2026Q1: 858 shares; 2026Q2: 977 shares 977 $388K 0.02% +119 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; 2024Q3: 1,889 shares; 2024Q4: 1,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares; 2026Q2: 587 shares 587 $385K 0.02% +64 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,541 shares; 2026Q2: 4,896 shares 4,896 $380K 0.02% +355 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,430 shares; 2025Q4: 4,791 shares; 2026Q1: 4,808 shares; 2026Q2: 4,791 shares 4,791 $380K 0.02% -17 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,212 shares; 2025Q3: 4,372 shares; 2025Q4: 4,822 shares; 2026Q1: 4,057 shares; 2026Q2: 4,342 shares 4,342 $375K 0.02% +285 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120 shares; 2024Q4: 2,129 shares; 2025Q1: 1,933 shares; 2025Q2: 1,422 shares; 2025Q3: 1,458 shares; 2025Q4: 1,553 shares; 2026Q1: 1,568 shares; 2026Q2: 1,539 shares 1,539 $374K 0.02% -29 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,961 shares; 2024Q4: 6,678 shares; 2025Q1: 5,384 shares; 2025Q2: 5,194 shares; 2025Q3: 4,754 shares; 2025Q4: 4,948 shares; 2026Q1: 4,848 shares; 2026Q2: 4,405 shares 4,405 $374K 0.02% -443 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,673 shares; 2025Q1: 14,912 shares; 2025Q2: not reported; 2025Q3: 13,443 shares; 2025Q4: 45,293 shares; 2026Q1: 14,246 shares; 2026Q2: 13,890 shares 13,890 $370K 0.02% -356 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR 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: 7,200 shares; 2026Q2: 7,200 shares 7,200 $370K 0.02% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,741 shares; 2025Q2: 3,548 shares; 2025Q3: 4,798 shares; 2025Q4: 4,894 shares; 2026Q1: 4,813 shares; 2026Q2: 4,753 shares 4,753 $369K 0.02% -60 Timeline XES 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: 3,978 shares; 2024Q4: 3,958 shares; 2025Q1: 3,958 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares; 2026Q1: 3,963 shares; 2026Q2: 3,283 shares 3,283 $368K 0.02% -680 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924 $367K 0.02% new Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,430 shares; 2024Q4: 53,430 shares; 2025Q1: 53,930 shares; 2025Q2: 53,930 shares; 2025Q3: 53,930 shares; 2025Q4: 57,941 shares; 2026Q1: 62,463 shares; 2026Q2: 66,759 shares 66,759 $364K 0.02% +4,296 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,742 shares; 2024Q4: 1,962 shares; 2025Q1: 1,917 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares; 2026Q2: 2,275 shares 2,275 $364K 0.02% 0 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: not reported; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 1,805 shares; 2025Q4: 2,260 shares; 2026Q1: 2,724 shares; 2026Q2: 3,178 shares 3,178 $363K 0.02% +454 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: 1,104 shares; 2024Q4: 1,107 shares; 2025Q1: 1,097 shares; 2025Q2: 1,098 shares; 2025Q3: 1,344 shares; 2025Q4: 1,123 shares; 2026Q1: 1,278 shares; 2026Q2: 1,224 shares 1,224 $359K 0.02% -54 Timeline EMLC 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: not reported; 2025Q3: not reported; 2025Q4: 11,058 shares; 2026Q1: 13,253 shares; 2026Q2: 14,006 shares 14,006 $358K 0.02% +753 Timeline SPMO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,034 shares; 2026Q2: 2,209 shares 2,209 $357K 0.02% +175 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $356K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,554 shares; 2026Q2: 3,685 shares 3,685 $356K 0.02% +131 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 2,383 shares; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: 2,140 shares; 2025Q4: 2,158 shares; 2026Q1: 2,018 shares; 2026Q2: 2,038 shares 2,038 $355K 0.02% +20 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,548 shares; 2026Q1: 1,592 shares; 2026Q2: 2,011 shares 2,011 $353K 0.02% +419 Timeline PDP 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; 2024Q3: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,200 shares; 2025Q2: 2,051 shares; 2025Q3: 2,001 shares; 2025Q4: 2,367 shares; 2026Q1: 2,321 shares; 2026Q2: 2,321 shares 2,321 $352K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,280 shares; 2026Q2: 2,238 shares 2,238 $351K 0.02% -42 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 6,035 shares; 2025Q4: 6,760 shares; 2026Q1: 6,760 shares; 2026Q2: 6,235 shares 6,235 $349K 0.02% -525 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,704 shares; 2024Q4: 2,709 shares; 2025Q1: 6,341 shares; 2025Q2: 6,662 shares; 2025Q3: 5,948 shares; 2025Q4: 3,638 shares; 2026Q1: 3,872 shares; 2026Q2: 4,010 shares 4,010 $349K 0.02% +138 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,560 shares; 2025Q3: 7,255 shares; 2025Q4: 10,731 shares; 2026Q1: 7,570 shares; 2026Q2: 7,570 shares 7,570 $346K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 3,626 shares; 2025Q1: 3,570 shares; 2025Q2: 3,640 shares; 2025Q3: 3,584 shares; 2025Q4: 3,601 shares; 2026Q1: 3,601 shares; 2026Q2: 3,613 shares 3,613 $345K 0.02% +12 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,106 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 35,299 shares; 2026Q1: 59,552 shares; 2026Q2: 72,812 shares 72,812 $344K 0.02% +13,260 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 12,500 shares 12,500 $343K 0.02% +10,000 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,357 shares; 2024Q4: 3,358 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 3,320 shares; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares; 2026Q2: 2,842 shares 2,842 $342K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 997 shares 997 $340K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 3,173 shares; 2025Q1: 3,181 shares; 2025Q2: 2,679 shares; 2025Q3: 3,679 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares; 2026Q2: 2,679 shares 2,679 $338K 0.02% 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; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares; 2026Q2: 736 shares 736 $338K 0.02% 0 Timeline GSLC 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: 2,475 shares; 2024Q4: 2,356 shares; 2025Q1: 2,358 shares; 2025Q2: 2,360 shares; 2025Q3: 2,361 shares; 2025Q4: 2,363 shares; 2026Q1: 2,364 shares; 2026Q2: 2,366 shares 2,366 $336K 0.02% +2 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 656 shares; 2026Q2: 2,694 shares 2,694 $335K 0.02% +2,038 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,795 shares; 2025Q1: 2,391 shares; 2025Q2: 2,389 shares; 2025Q3: 2,221 shares; 2025Q4: 2,261 shares; 2026Q1: 2,654 shares; 2026Q2: 2,281 shares 2,281 $333K 0.02% -373 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,832 shares; 2026Q2: 6,184 shares 6,184 $333K 0.02% +352 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 163 shares; 2025Q2: 2,475 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 3,017 shares; 2026Q2: 3,614 shares 3,614 $333K 0.02% +597 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: 1,174 shares; 2024Q4: 1,175 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,119 shares; 2026Q2: 1,110 shares 1,110 $332K 0.02% -9 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,311 shares; 2025Q1: 10,884 shares; 2025Q2: 10,860 shares; 2025Q3: 11,047 shares; 2025Q4: 12,385 shares; 2026Q1: 12,757 shares; 2026Q2: 12,752 shares 12,752 $331K 0.02% -5 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 6,599 shares 6,599 $329K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 4,915 shares; 2025Q1: 7,117 shares; 2025Q2: 6,791 shares; 2025Q3: 6,069 shares; 2025Q4: 6,044 shares; 2026Q1: 7,052 shares; 2026Q2: 6,756 shares 6,756 $327K 0.02% -296 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 3,492 shares; 2026Q1: 3,412 shares; 2026Q2: 3,445 shares 3,445 $327K 0.02% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,291 shares 3,291 $327K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,951 shares; 2025Q2: not reported; 2025Q3: 1,967 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,119 shares 2,119 $326K 0.02% new 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: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,336 shares; 2025Q2: 1,270 shares; 2025Q3: 1,170 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares; 2026Q2: 1,308 shares 1,308 $325K 0.02% +121 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,626 shares; 2024Q4: 2,636 shares; 2025Q1: 2,640 shares; 2025Q2: 3,444 shares; 2025Q3: 2,647 shares; 2025Q4: 3,451 shares; 2026Q1: 3,565 shares; 2026Q2: 3,460 shares 3,460 $323K 0.02% -105 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 9,350 shares; 2026Q1: 10,007 shares; 2026Q2: 11,820 shares 11,820 $323K 0.02% +1,813 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; 2024Q3: 1,510 shares; 2024Q4: 1,957 shares; 2025Q1: 1,210 shares; 2025Q2: 1,160 shares; 2025Q3: 1,110 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,017 shares 1,017 $323K 0.02% -43 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,134 shares; 2024Q4: 2,135 shares; 2025Q1: 1,967 shares; 2025Q2: 1,968 shares; 2025Q3: 1,918 shares; 2025Q4: 1,918 shares; 2026Q1: 1,352 shares; 2026Q2: 1,353 shares 1,353 $322K 0.02% +1 Timeline SPEU 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; 2024Q3: 6,800 shares; 2024Q4: 6,700 shares; 2025Q1: 6,600 shares; 2025Q2: 6,400 shares; 2025Q3: 6,300 shares; 2025Q4: 6,000 shares; 2026Q1: 5,850 shares; 2026Q2: 5,850 shares 5,850 $321K 0.02% 0 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; 2024Q3: 5,020 shares; 2024Q4: 5,064 shares; 2025Q1: 5,697 shares; 2025Q2: 4,427 shares; 2025Q3: 3,500 shares; 2025Q4: 4,137 shares; 2026Q1: 3,161 shares; 2026Q2: 3,185 shares 3,185 $321K 0.02% +24 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares; 2026Q2: 1,644 shares 1,644 $320K 0.02% +599 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,646 shares; 2026Q2: 7,610 shares 7,610 $314K 0.02% +964 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,478 shares; 2025Q1: 18,279 shares; 2025Q2: 19,169 shares; 2025Q3: 18,977 shares; 2025Q4: 18,948 shares; 2026Q1: 18,987 shares; 2026Q2: 8,877 shares 8,877 $313K 0.02% -10,110 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,551 shares; 2024Q4: 3,551 shares; 2025Q1: 3,553 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 3,323 shares; 2026Q1: 3,323 shares; 2026Q2: 3,323 shares 3,323 $312K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,679 shares; 2025Q1: 1,597 shares; 2025Q2: 1,583 shares; 2025Q3: 1,608 shares; 2025Q4: 3,317 shares; 2026Q1: 2,657 shares; 2026Q2: 2,659 shares 2,659 $312K 0.02% +2 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 1,452 shares 1,452 $309K 0.02% +508 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 9,944 shares; 2025Q4: 8,613 shares; 2026Q1: 4,272 shares; 2026Q2: 4,272 shares 4,272 $308K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,038 shares; 2025Q2: 989 shares; 2025Q3: 948 shares; 2025Q4: 903 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $307K 0.02% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 2,911 shares; 2026Q2: 3,813 shares 3,813 $307K 0.02% +902 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 3,740 shares; 2026Q2: 5,456 shares 5,456 $306K 0.02% +1,716 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: 1,408 shares; 2026Q2: 1,811 shares 1,811 $304K 0.02% +403 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 10,250 shares; 2026Q2: 10,250 shares 10,250 $300K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 516 shares; 2026Q2: 715 shares 715 $297K 0.02% +199 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares; 2026Q2: 580 shares 580 $296K 0.02% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,243 shares; 2026Q2: 4,363 shares 4,363 $295K 0.02% -880 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 11,303 shares 11,303 $292K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,273 shares; 2025Q1: 1,275 shares; 2025Q2: 1,276 shares; 2025Q3: 1,277 shares; 2025Q4: 807 shares; 2026Q1: 795 shares; 2026Q2: 788 shares 788 $292K 0.02% -7 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; 2024Q3: 5,048 shares; 2024Q4: 4,955 shares; 2025Q1: 4,278 shares; 2025Q2: 4,937 shares; 2025Q3: 5,237 shares; 2025Q4: 5,298 shares; 2026Q1: 5,418 shares; 2026Q2: 5,456 shares 5,456 $290K 0.02% +38 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 10,745 shares; 2025Q4: 18,270 shares; 2026Q1: 26,450 shares; 2026Q2: 26,450 shares 26,450 $288K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,187 shares; 2026Q2: 2,169 shares 2,169 $287K 0.02% -18 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,114 shares; 2026Q1: 9,502 shares; 2026Q2: 10,050 shares 10,050 $285K 0.02% +548 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,093 shares 5,093 $283K 0.02% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,481 shares; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares; 2026Q2: 2,460 shares 2,460 $281K 0.02% -38 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,391 shares 7,391 $277K 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,035 shares; 2026Q1: 2,980 shares; 2026Q2: 2,959 shares 2,959 $277K 0.02% -21 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 3,457 shares; 2025Q1: 3,367 shares; 2025Q2: 3,613 shares; 2025Q3: 3,683 shares; 2025Q4: 3,732 shares; 2026Q1: 3,739 shares; 2026Q2: 3,589 shares 3,589 $277K 0.02% -150 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 2,480 shares 2,480 $276K 0.02% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,976 shares; 2024Q4: 6,986 shares; 2025Q1: 6,298 shares; 2025Q2: 6,284 shares; 2025Q3: 6,160 shares; 2025Q4: 6,216 shares; 2026Q1: 6,465 shares; 2026Q2: 7,068 shares 7,068 $275K 0.02% +603 Timeline MDIV 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: 18,904 shares; 2024Q4: 18,331 shares; 2025Q1: 17,511 shares; 2025Q2: 17,389 shares; 2025Q3: not reported; 2025Q4: 16,091 shares; 2026Q1: 16,438 shares; 2026Q2: 16,499 shares 16,499 $273K 0.02% +61 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 721 shares; 2025Q4: 1,023 shares; 2026Q1: 1,024 shares; 2026Q2: 1,001 shares 1,001 $272K 0.02% -23 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,275 shares; 2025Q1: 3,024 shares; 2025Q2: 3,030 shares; 2025Q3: 3,037 shares; 2025Q4: 2,782 shares; 2026Q1: 3,513 shares; 2026Q2: 2,822 shares 2,822 $272K 0.02% -691 Timeline RWO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,741 shares; 2026Q1: 5,249 shares; 2026Q2: 5,460 shares 5,460 $271K 0.02% +211 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 1,780 shares 1,780 $269K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,914 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares; 2025Q4: 3,165 shares; 2026Q1: 3,283 shares; 2026Q2: 1,183 shares 1,183 $269K 0.02% -2,100 Timeline IUSV 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: 1,984 shares; 2026Q2: 2,413 shares 2,413 $266K 0.02% +429 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,323 shares; 2026Q2: 5,579 shares 5,579 $265K 0.02% +1,256 Timeline NEW YORK N Y CIT 5.25 52 NEW YORK N Y CIT 5.25 52 More: the full row for NEW YORK N Y CIT 5.25 52 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: 250,000 shares; 2026Q2: 250,000 shares 250,000 $264K 0.02% 0 GRAND RAPIDS MICH 5 49 GRAND RAPIDS MICH 5 49 More: the full row for GRAND RAPIDS MICH 5 49 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: 250,000 shares; 2026Q2: 250,000 shares 250,000 $263K 0.02% 0 ADSK AUTODESK INC More: the full row for AUTODESK 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: 873 shares; 2026Q2: 1,346 shares 1,346 $262K 0.02% +473 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,394 shares; 2026Q2: 9,283 shares 9,283 $262K 0.02% +1,889 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,168 shares 1,168 $262K 0.02% new Timeline FLQM 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: 3,786 shares; 2025Q4: 4,469 shares; 2026Q1: 4,794 shares; 2026Q2: 4,494 shares 4,494 $260K 0.02% -300 Timeline SBIO ALPS ETF TR More: the full row for ALPS 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: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $259K 0.02% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,212 shares; 2025Q3: 9,263 shares; 2025Q4: 9,252 shares; 2026Q1: 9,268 shares; 2026Q2: 7,736 shares 7,736 $257K 0.02% -1,532 Timeline BROWARD CNTY FLA SC 5 41 BROWARD CNTY FLA SC 5 41 More: the full row for BROWARD CNTY FLA SC 5 41 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: 250,000 shares; 2026Q2: 250,000 shares 250,000 $257K 0.02% 0 SPIP 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: 21,719 shares; 2024Q4: 17,425 shares; 2025Q1: 16,416 shares; 2025Q2: 13,272 shares; 2025Q3: 12,117 shares; 2025Q4: 10,410 shares; 2026Q1: 9,945 shares; 2026Q2: 9,945 shares 9,945 $255K 0.02% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 2,071 shares 2,071 $254K 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares; 2026Q2: 1,044 shares 1,044 $253K 0.02% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 1,012 shares 1,012 $253K 0.02% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,979 shares; 2024Q4: 2,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,982 shares; 2025Q4: 2,275 shares; 2026Q1: 7,578 shares; 2026Q2: 1,865 shares 1,865 $252K 0.01% -5,713 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X 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: 4,353 shares; 2025Q4: 5,603 shares; 2026Q1: 5,686 shares; 2026Q2: 5,716 shares 5,716 $250K 0.01% +30 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,391 shares 4,391 $248K 0.01% new Timeline NEW PERSPECTIVE FD INC SHS … NEW PERSPECTIVE FD INC SHS CL More: the full row for NEW PERSPECTIVE FD INC SHS CL 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: 3,289 shares; 2026Q2: 3,289 shares 3,289 $247K 0.01% 0 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 3,159 shares; 2025Q1: 2,923 shares; 2025Q2: 2,850 shares; 2025Q3: 2,869 shares; 2025Q4: 2,925 shares; 2026Q1: 2,949 shares; 2026Q2: 2,377 shares 2,377 $247K 0.01% -572 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR 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: 2,400 shares; 2026Q2: 2,400 shares 2,400 $246K 0.01% 0 Timeline SPHY 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: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,925 shares; 2025Q3: 10,475 shares; 2025Q4: 10,475 shares; 2026Q1: 10,475 shares; 2026Q2: 10,475 shares 10,475 $246K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares; 2026Q2: 2,000 shares 2,000 $243K 0.01% -28 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,356 shares 1,356 $242K 0.01% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,309 shares 6,309 $241K 0.01% new Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,680 shares 8,680 $241K 0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 2,798 shares 2,798 $240K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 10,359 shares; 2026Q1: 20,359 shares; 2026Q2: 20,359 shares 20,359 $239K 0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 1,103 shares 1,103 $239K 0.01% new Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,725 shares; 2025Q2: 30,325 shares; 2025Q3: 31,275 shares; 2025Q4: 29,088 shares; 2026Q1: 28,788 shares; 2026Q2: 28,488 shares 28,488 $239K 0.01% -300 Timeline JHANCOCK BOND I JHANCOCK BOND I More: the full row for JHANCOCK BOND I 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: 17,466 shares 17,466 $236K 0.01% new SPHQ 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; 2024Q3: 7,372 shares; 2024Q4: 5,965 shares; 2025Q1: 4,913 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,730 shares; 2026Q2: 2,606 shares 2,606 $235K 0.01% -124 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,237 shares; 2026Q2: 1,232 shares 1,232 $234K 0.01% -5 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,356 shares; 2024Q4: 13,061 shares; 2025Q1: 14,066 shares; 2025Q2: 13,640 shares; 2025Q3: not reported; 2025Q4: 13,486 shares; 2026Q1: 13,388 shares; 2026Q2: 12,594 shares 12,594 $234K 0.01% -794 Timeline CDL 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: 8,980 shares; 2024Q4: 8,148 shares; 2025Q1: 3,529 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,002 shares; 2026Q2: 3,002 shares 3,002 $233K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,560 shares 2,560 $232K 0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,550 shares; 2025Q1: 12,150 shares; 2025Q2: 11,450 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares; 2026Q2: 11,850 shares 11,850 $231K 0.01% +400 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,364 shares; 2025Q1: 16,296 shares; 2025Q2: 16,385 shares; 2025Q3: 16,556 shares; 2025Q4: 15,858 shares; 2026Q1: 17,082 shares; 2026Q2: 16,936 shares 16,936 $229K 0.01% -146 Timeline