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: 171,980 shares; 2024Q4: 176,441 shares; 2025Q1: 192,815 shares; 2025Q2: 298,978 shares; 2025Q3: 320,264 shares; 2025Q4: not loaded; 2026Q1: 371,461 shares; 2026Q2: 361,888 shares 361,888 $51.3M 5.93% -9,573 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: 240,637 shares; 2024Q4: 186,961 shares; 2025Q1: 306,414 shares; 2025Q2: 569,580 shares; 2025Q3: 596,683 shares; 2025Q4: not loaded; 2026Q1: 557,404 shares; 2026Q2: 619,993 shares 619,993 $31.4M 3.62% +62,589 Timeline GSIE 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: 351,221 shares; 2024Q4: 383,545 shares; 2025Q1: 391,058 shares; 2025Q2: 489,704 shares; 2025Q3: 543,277 shares; 2025Q4: not loaded; 2026Q1: 593,460 shares; 2026Q2: 590,479 shares 590,479 $27M 3.12% -2,981 Timeline AVUS 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: 138,168 shares; 2024Q4: 141,528 shares; 2025Q1: 168,194 shares; 2025Q2: 209,927 shares; 2025Q3: 203,694 shares; 2025Q4: not loaded; 2026Q1: 214,512 shares; 2026Q2: 201,207 shares 201,207 $25.8M 2.98% -13,305 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,165 shares; 2024Q4: 68,450 shares; 2025Q1: 66,402 shares; 2025Q2: 67,757 shares; 2025Q3: 73,098 shares; 2025Q4: not loaded; 2026Q1: 82,002 shares; 2026Q2: 81,871 shares 81,871 $23.7M 2.74% -131 Timeline PYLD 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: 17,729 shares; 2025Q1: 17,589 shares; 2025Q2: 543,232 shares; 2025Q3: 653,090 shares; 2025Q4: not loaded; 2026Q1: 741,624 shares; 2026Q2: 813,864 shares 813,864 $21.6M 2.49% +72,240 Timeline AVIG 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: 282,290 shares; 2024Q4: 319,566 shares; 2025Q1: 377,601 shares; 2025Q2: 405,379 shares; 2025Q3: 438,633 shares; 2025Q4: not loaded; 2026Q1: 497,767 shares; 2026Q2: 514,015 shares 514,015 $21.3M 2.46% +16,248 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: 46,562 shares; 2025Q1: 46,565 shares; 2025Q2: 45,995 shares; 2025Q3: 45,645 shares; 2025Q4: not loaded; 2026Q1: 45,038 shares; 2026Q2: 45,045 shares 45,045 $15.5M 1.79% +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: 53,084 shares; 2024Q4: 56,855 shares; 2025Q1: 53,947 shares; 2025Q2: 53,880 shares; 2025Q3: 54,851 shares; 2025Q4: not loaded; 2026Q1: 41,978 shares; 2026Q2: 41,493 shares 41,493 $15.4M 1.77% -485 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: 21 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: not loaded; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $15M 1.73% 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: 54,742 shares; 2024Q4: 55,655 shares; 2025Q1: 55,860 shares; 2025Q2: 55,639 shares; 2025Q3: 57,239 shares; 2025Q4: not loaded; 2026Q1: 54,467 shares; 2026Q2: 54,557 shares 54,557 $13.9M 1.6% +90 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: 24,024 shares; 2024Q4: 24,645 shares; 2025Q1: 24,351 shares; 2025Q2: 23,825 shares; 2025Q3: 30,343 shares; 2025Q4: not loaded; 2026Q1: 29,362 shares; 2026Q2: 27,676 shares 27,676 $13.8M 1.6% -1,686 Timeline AVRE 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: 124,988 shares; 2025Q1: 135,835 shares; 2025Q2: 199,629 shares; 2025Q3: 221,538 shares; 2025Q4: not loaded; 2026Q1: 286,640 shares; 2026Q2: 285,497 shares 285,497 $13.5M 1.56% -1,143 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: 60,505 shares; 2024Q4: 60,973 shares; 2025Q1: 60,722 shares; 2025Q2: 87,224 shares; 2025Q3: 80,826 shares; 2025Q4: not loaded; 2026Q1: 100,554 shares; 2026Q2: 111,907 shares 111,907 $13.3M 1.54% +11,353 Timeline SCHM 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: 86,151 shares; 2024Q4: 261,582 shares; 2025Q1: 275,008 shares; 2025Q2: 362,032 shares; 2025Q3: 380,620 shares; 2025Q4: not loaded; 2026Q1: 383,315 shares; 2026Q2: 342,974 shares 342,974 $12.6M 1.46% -40,341 Timeline SPEM 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: 154,224 shares; 2024Q4: 163,414 shares; 2025Q1: 165,867 shares; 2025Q2: 215,528 shares; 2025Q3: 236,146 shares; 2025Q4: not loaded; 2026Q1: 233,494 shares; 2026Q2: 225,752 shares 225,752 $11.7M 1.35% -7,742 Timeline FIXD 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: 231,922 shares; 2024Q4: 244,015 shares; 2025Q1: 226,484 shares; 2025Q2: 215,435 shares; 2025Q3: 236,201 shares; 2025Q4: not loaded; 2026Q1: 225,414 shares; 2026Q2: 243,516 shares 243,516 $10.6M 1.23% +18,102 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,954 shares; 2024Q4: 36,529 shares; 2025Q1: 40,866 shares; 2025Q2: 50,919 shares; 2025Q3: 64,771 shares; 2025Q4: not loaded; 2026Q1: 80,199 shares; 2026Q2: 103,517 shares 103,517 $10.2M 1.18% +23,318 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,069 shares; 2024Q4: 56,570 shares; 2025Q1: 58,645 shares; 2025Q2: 46,764 shares; 2025Q3: 50,006 shares; 2025Q4: not loaded; 2026Q1: 46,448 shares; 2026Q2: 48,362 shares 48,362 $9.68M 1.12% +1,914 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,165 shares; 2024Q4: 150,562 shares; 2025Q1: 156,525 shares; 2025Q2: 153,274 shares; 2025Q3: 155,966 shares; 2025Q4: not loaded; 2026Q1: 184,095 shares; 2026Q2: 193,250 shares 193,250 $9.62M 1.11% +9,155 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: 2,460 shares; 2024Q4: 2,750 shares; 2025Q1: 2,772 shares; 2025Q2: 2,720 shares; 2025Q3: 2,517 shares; 2025Q4: not loaded; 2026Q1: 2,705 shares; 2026Q2: 12,662 shares 12,662 $9.46M 1.09% +9,957 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: 2,369 shares; 2024Q4: 11,564 shares; 2025Q1: 11,989 shares; 2025Q2: 12,504 shares; 2025Q3: 13,031 shares; 2025Q4: not loaded; 2026Q1: 13,438 shares; 2026Q2: 13,390 shares 13,390 $9.2M 1.06% -48 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,991 shares; 2025Q3: 96,201 shares; 2025Q4: not loaded; 2026Q1: 145,541 shares; 2026Q2: 150,522 shares 150,522 $8.04M 0.93% +4,981 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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 loaded; 2026Q1: 257,132 shares; 2026Q2: 253,894 shares 253,894 $7.98M 0.92% -3,238 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: 12,969 shares; 2024Q4: 11,149 shares; 2025Q1: 11,188 shares; 2025Q2: 12,623 shares; 2025Q3: 12,967 shares; 2025Q4: not loaded; 2026Q1: 9,664 shares; 2026Q2: 10,819 shares 10,819 $7.97M 0.92% +1,155 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: 11,395 shares; 2024Q4: 7,964 shares; 2025Q1: 8,403 shares; 2025Q2: 8,839 shares; 2025Q3: 8,750 shares; 2025Q4: not loaded; 2026Q1: 7,946 shares; 2026Q2: 25,842 shares 25,842 $7.83M 0.9% +17,896 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: 299,537 shares; 2025Q3: 334,080 shares; 2025Q4: not loaded; 2026Q1: 355,135 shares; 2026Q2: 283,090 shares 283,090 $7.66M 0.88% -72,045 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: 60,157 shares; 2024Q4: 62,060 shares; 2025Q1: 68,139 shares; 2025Q2: 77,897 shares; 2025Q3: 81,616 shares; 2025Q4: not loaded; 2026Q1: 83,999 shares; 2026Q2: 78,812 shares 78,812 $7.6M 0.88% -5,187 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,847 shares; 2024Q4: 50,959 shares; 2025Q1: 50,291 shares; 2025Q2: 50,408 shares; 2025Q3: 51,215 shares; 2025Q4: not loaded; 2026Q1: 46,401 shares; 2026Q2: 47,106 shares 47,106 $7.39M 0.85% +705 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: 2,712 shares; 2024Q4: 4,788 shares; 2025Q1: 4,543 shares; 2025Q2: 29,951 shares; 2025Q3: 31,328 shares; 2025Q4: not loaded; 2026Q1: 33,836 shares; 2026Q2: 33,798 shares 33,798 $7.37M 0.85% -38 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,295 shares; 2024Q4: 24,295 shares; 2025Q1: 24,609 shares; 2025Q2: 26,631 shares; 2025Q3: 23,789 shares; 2025Q4: not loaded; 2026Q1: 29,487 shares; 2026Q2: 29,633 shares 29,633 $7.06M 0.82% +146 Timeline AVSC 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: 23,239 shares; 2024Q4: 24,408 shares; 2025Q1: 29,359 shares; 2025Q2: 122,148 shares; 2025Q3: 122,524 shares; 2025Q4: not loaded; 2026Q1: 109,057 shares; 2026Q2: 93,329 shares 93,329 $6.84M 0.79% -15,728 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: 14,999 shares; 2024Q4: 16,275 shares; 2025Q1: 16,069 shares; 2025Q2: 16,154 shares; 2025Q3: 16,640 shares; 2025Q4: not loaded; 2026Q1: 17,252 shares; 2026Q2: 17,790 shares 17,790 $6.64M 0.77% +538 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: 66,352 shares; 2024Q4: 64,691 shares; 2025Q1: 67,315 shares; 2025Q2: 75,362 shares; 2025Q3: 82,524 shares; 2025Q4: not loaded; 2026Q1: 81,448 shares; 2026Q2: 86,080 shares 86,080 $6.52M 0.75% +4,632 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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 loaded; 2026Q1: 192,909 shares; 2026Q2: 252,249 shares 252,249 $6.39M 0.74% +59,340 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM 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 loaded; 2026Q1: 215,712 shares; 2026Q2: 230,340 shares 230,340 $6.27M 0.72% +14,628 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: 49,972 shares; 2024Q4: 52,804 shares; 2025Q1: 50,990 shares; 2025Q2: 54,502 shares; 2025Q3: 40,237 shares; 2025Q4: not loaded; 2026Q1: 41,713 shares; 2026Q2: 50,017 shares 50,017 $6.24M 0.72% +8,304 Timeline LQTI 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: 12,019 shares; 2025Q3: 243,698 shares; 2025Q4: not loaded; 2026Q1: 307,144 shares; 2026Q2: 318,457 shares 318,457 $6.15M 0.71% +11,313 Timeline JPIB 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: 77,091 shares; 2024Q4: 79,869 shares; 2025Q1: 83,431 shares; 2025Q2: 75,354 shares; 2025Q3: 87,661 shares; 2025Q4: not loaded; 2026Q1: 103,731 shares; 2026Q2: 119,855 shares 119,855 $5.79M 0.67% +16,124 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: 4,874 shares; 2024Q4: 7,201 shares; 2025Q1: 8,114 shares; 2025Q2: 9,611 shares; 2025Q3: 12,530 shares; 2025Q4: not loaded; 2026Q1: 15,015 shares; 2026Q2: 70,213 shares 70,213 $5.66M 0.65% +55,198 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: not reported; 2024Q4: not reported; 2025Q1: 28,219 shares; 2025Q2: 28,573 shares; 2025Q3: 67,545 shares; 2025Q4: not loaded; 2026Q1: 94,173 shares; 2026Q2: 66,668 shares 66,668 $5.51M 0.64% -27,505 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: 9,686 shares; 2024Q4: 10,089 shares; 2025Q1: 9,512 shares; 2025Q2: 9,426 shares; 2025Q3: 10,668 shares; 2025Q4: not loaded; 2026Q1: 12,554 shares; 2026Q2: 12,589 shares 12,589 $5.23M 0.6% +35 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,600 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,225 shares; 2025Q4: not loaded; 2026Q1: 345,284 shares; 2026Q2: 170,117 shares 170,117 $5.13M 0.59% -175,167 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: 8,853 shares; 2024Q4: 13,873 shares; 2025Q1: 16,729 shares; 2025Q2: 17,699 shares; 2025Q3: 19,367 shares; 2025Q4: not loaded; 2026Q1: 19,939 shares; 2026Q2: 22,647 shares 22,647 $4.82M 0.56% +2,708 Timeline QMAG 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: not loaded; 2026Q1: 187,148 shares; 2026Q2: 186,913 shares 186,913 $4.74M 0.55% -235 Timeline PPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,968 shares; 2026Q2: 26,636 shares 26,636 $4.71M 0.54% +24,668 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: 67,969 shares; 2024Q4: 73,664 shares; 2025Q1: 72,663 shares; 2025Q2: 72,182 shares; 2025Q3: 81,817 shares; 2025Q4: not loaded; 2026Q1: 84,717 shares; 2026Q2: 89,452 shares 89,452 $4.51M 0.52% +4,735 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,825 shares; 2024Q4: 63,676 shares; 2025Q1: 65,732 shares; 2025Q2: 66,359 shares; 2025Q3: 67,685 shares; 2025Q4: not loaded; 2026Q1: 76,368 shares; 2026Q2: 78,833 shares 78,833 $4.26M 0.49% +2,465 Timeline AVMC 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: 5,891 shares; 2024Q4: 5,806 shares; 2025Q1: 5,312 shares; 2025Q2: 8,877 shares; 2025Q3: 40,091 shares; 2025Q4: not loaded; 2026Q1: 43,432 shares; 2026Q2: 47,944 shares 47,944 $3.85M 0.44% +4,512 Timeline BIV 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: 59,798 shares; 2024Q4: 65,376 shares; 2025Q1: 81,980 shares; 2025Q2: 77,360 shares; 2025Q3: 76,594 shares; 2025Q4: not loaded; 2026Q1: 49,062 shares; 2026Q2: 49,272 shares 49,272 $3.78M 0.44% +210 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,489 shares; 2024Q4: 691,544 shares; 2025Q1: 685,298 shares; 2025Q2: 672,543 shares; 2025Q3: 666,038 shares; 2025Q4: not loaded; 2026Q1: 689,413 shares; 2026Q2: 638,413 shares 638,413 $3.64M 0.42% -51,000 Timeline USVM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 29,569 shares; 2026Q2: 32,575 shares 32,575 $3.58M 0.41% +3,006 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: 7,774 shares; 2024Q4: 9,039 shares; 2025Q1: 9,387 shares; 2025Q2: 9,539 shares; 2025Q3: 9,294 shares; 2025Q4: not loaded; 2026Q1: 9,551 shares; 2026Q2: 9,799 shares 9,799 $3.5M 0.4% +248 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: 3,235 shares; 2024Q4: 3,247 shares; 2025Q1: 3,251 shares; 2025Q2: 3,250 shares; 2025Q3: 3,286 shares; 2025Q4: not loaded; 2026Q1: 3,307 shares; 2026Q2: 3,274 shares 3,274 $3.49M 0.4% -33 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: 24,081 shares; 2024Q4: 24,018 shares; 2025Q1: 39,407 shares; 2025Q2: 44,534 shares; 2025Q3: 28,085 shares; 2025Q4: not loaded; 2026Q1: 34,828 shares; 2026Q2: 38,152 shares 38,152 $3.4M 0.39% +3,324 Timeline EWJ 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 loaded; 2026Q1: not reported; 2026Q2: 35,703 shares 35,703 $3.33M 0.38% new 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: 10,862 shares; 2024Q4: 11,107 shares; 2025Q1: 11,075 shares; 2025Q2: 13,745 shares; 2025Q3: 11,177 shares; 2025Q4: not loaded; 2026Q1: 9,580 shares; 2026Q2: 9,387 shares 9,387 $3.32M 0.38% -193 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: 28,956 shares; 2024Q4: 32,582 shares; 2025Q1: 43,150 shares; 2025Q2: 53,517 shares; 2025Q3: 57,191 shares; 2025Q4: not loaded; 2026Q1: 55,564 shares; 2026Q2: 56,007 shares 56,007 $3.16M 0.37% +443 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,004 shares; 2024Q4: 54,184 shares; 2025Q1: 56,883 shares; 2025Q2: 58,193 shares; 2025Q3: 60,168 shares; 2025Q4: not loaded; 2026Q1: 65,682 shares; 2026Q2: 66,986 shares 66,986 $3.04M 0.35% +1,304 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: 8,310 shares; 2024Q4: 8,744 shares; 2025Q1: 8,895 shares; 2025Q2: 8,453 shares; 2025Q3: 8,954 shares; 2025Q4: not loaded; 2026Q1: 9,281 shares; 2026Q2: 9,218 shares 9,218 $3.02M 0.35% -63 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: 6,115 shares; 2024Q4: 5,621 shares; 2025Q1: 5,328 shares; 2025Q2: 6,508 shares; 2025Q3: 5,765 shares; 2025Q4: not loaded; 2026Q1: 6,342 shares; 2026Q2: 7,038 shares 7,038 $2.96M 0.34% +696 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078 shares; 2024Q4: 1,163 shares; 2025Q1: 1,159 shares; 2025Q2: 1,118 shares; 2025Q3: 3,121 shares; 2025Q4: not loaded; 2026Q1: 2,454 shares; 2026Q2: 2,463 shares 2,463 $2.95M 0.34% +9 Timeline JCPB 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: 36,265 shares; 2024Q4: 50,404 shares; 2025Q1: 50,800 shares; 2025Q2: 53,249 shares; 2025Q3: 54,555 shares; 2025Q4: not loaded; 2026Q1: 59,914 shares; 2026Q2: 62,248 shares 62,248 $2.92M 0.34% +2,334 Timeline XJAN 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: not loaded; 2026Q1: 75,911 shares; 2026Q2: 75,837 shares 75,837 $2.91M 0.34% -74 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: not reported; 2024Q4: 23,063 shares; 2025Q1: 55,299 shares; 2025Q2: 88,486 shares; 2025Q3: 77,658 shares; 2025Q4: not loaded; 2026Q1: 81,847 shares; 2026Q2: 85,267 shares 85,267 $2.89M 0.33% +3,420 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: 6,325 shares; 2024Q4: 7,010 shares; 2025Q1: 6,923 shares; 2025Q2: 6,914 shares; 2025Q3: 6,728 shares; 2025Q4: not loaded; 2026Q1: 7,170 shares; 2026Q2: 7,582 shares 7,582 $2.86M 0.33% +412 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 2,164 shares; 2025Q1: 2,311 shares; 2025Q2: 2,699 shares; 2025Q3: 1,985 shares; 2025Q4: not loaded; 2026Q1: 3,935 shares; 2026Q2: 5,019 shares 5,019 $2.83M 0.33% +1,084 Timeline AVLV 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: 24,330 shares; 2024Q4: 26,816 shares; 2025Q1: 28,325 shares; 2025Q2: 30,394 shares; 2025Q3: 29,296 shares; 2025Q4: not loaded; 2026Q1: 26,860 shares; 2026Q2: 30,366 shares 30,366 $2.77M 0.32% +3,506 Timeline BANK OF AMER CORP 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: 2,194 shares; 2024Q4: 2,251 shares; 2025Q1: 2,271 shares; 2025Q2: 2,258 shares; 2025Q3: 2,124 shares; 2025Q4: not loaded; 2026Q1: 2,132 shares; 2026Q2: 2,130 shares 2,130 $2.67M 0.31% -2 AVDV 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: 17,288 shares; 2024Q4: 19,130 shares; 2025Q1: 21,992 shares; 2025Q2: 21,441 shares; 2025Q3: 20,747 shares; 2025Q4: not loaded; 2026Q1: 24,823 shares; 2026Q2: 25,562 shares 25,562 $2.63M 0.3% +739 Timeline UXAP 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: 96,604 shares; 2025Q3: 87,153 shares; 2025Q4: not loaded; 2026Q1: 59,661 shares; 2026Q2: 60,755 shares 60,755 $2.61M 0.3% +1,094 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: 10,329 shares; 2024Q4: 10,975 shares; 2025Q1: 11,971 shares; 2025Q2: 13,171 shares; 2025Q3: 14,970 shares; 2025Q4: not loaded; 2026Q1: 17,820 shares; 2026Q2: 17,812 shares 17,812 $2.6M 0.3% -8 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: 37,063 shares; 2024Q4: 37,098 shares; 2025Q1: 33,934 shares; 2025Q2: 40,950 shares; 2025Q3: 37,021 shares; 2025Q4: not loaded; 2026Q1: 29,612 shares; 2026Q2: 29,069 shares 29,069 $2.55M 0.3% -543 Timeline VTIP 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: 6,996 shares; 2024Q4: 11,770 shares; 2025Q1: 31,001 shares; 2025Q2: 36,557 shares; 2025Q3: 39,947 shares; 2025Q4: not loaded; 2026Q1: 46,719 shares; 2026Q2: 49,429 shares 49,429 $2.48M 0.29% +2,710 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: 2,133 shares; 2025Q3: 2,225 shares; 2025Q4: not loaded; 2026Q1: 13,163 shares; 2026Q2: 14,952 shares 14,952 $2.42M 0.28% +1,789 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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 loaded; 2026Q1: 87,433 shares; 2026Q2: 86,326 shares 86,326 $2.39M 0.28% -1,107 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: 11,934 shares; 2024Q4: 11,371 shares; 2025Q1: 10,750 shares; 2025Q2: 10,026 shares; 2025Q3: 9,470 shares; 2025Q4: not loaded; 2026Q1: 8,921 shares; 2026Q2: 9,828 shares 9,828 $2.33M 0.27% +907 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: 20,629 shares; 2024Q4: 25,439 shares; 2025Q1: 25,846 shares; 2025Q2: 26,600 shares; 2025Q3: 26,723 shares; 2025Q4: not loaded; 2026Q1: 25,506 shares; 2026Q2: 25,510 shares 25,510 $2.32M 0.27% +4 Timeline JEMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 40,211 shares; 2026Q2: 43,034 shares 43,034 $2.32M 0.27% +2,823 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: not reported; 2024Q4: 2,545 shares; 2025Q1: 2,633 shares; 2025Q2: 5,128 shares; 2025Q3: 11,235 shares; 2025Q4: not loaded; 2026Q1: 13,350 shares; 2026Q2: 20,004 shares 20,004 $2.15M 0.25% +6,654 Timeline JPSE 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: 25,904 shares; 2024Q4: 26,724 shares; 2025Q1: 27,405 shares; 2025Q2: 45,552 shares; 2025Q3: 49,258 shares; 2025Q4: not loaded; 2026Q1: 37,783 shares; 2026Q2: 35,118 shares 35,118 $2.11M 0.24% -2,665 Timeline JMST 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: 5,791 shares; 2025Q2: 35,867 shares; 2025Q3: 45,604 shares; 2025Q4: not loaded; 2026Q1: 38,439 shares; 2026Q2: 39,109 shares 39,109 $1.99M 0.23% +670 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,383 shares; 2024Q4: 37,340 shares; 2025Q1: 36,370 shares; 2025Q2: 36,997 shares; 2025Q3: 38,451 shares; 2025Q4: not loaded; 2026Q1: 44,836 shares; 2026Q2: 46,928 shares 46,928 $1.98M 0.23% +2,092 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: not reported; 2024Q4: 5,607 shares; 2025Q1: 4,814 shares; 2025Q2: 3,847 shares; 2025Q3: 3,850 shares; 2025Q4: not loaded; 2026Q1: 20,175 shares; 2026Q2: 23,290 shares 23,290 $1.95M 0.23% +3,115 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: 6,433 shares; 2024Q4: 6,088 shares; 2025Q1: 6,003 shares; 2025Q2: 5,920 shares; 2025Q3: 5,926 shares; 2025Q4: not loaded; 2026Q1: 24,958 shares; 2026Q2: 25,226 shares 25,226 $1.95M 0.22% +268 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: 4,413 shares; 2024Q4: 12,279 shares; 2025Q1: 19,234 shares; 2025Q2: 26,424 shares; 2025Q3: 28,280 shares; 2025Q4: not loaded; 2026Q1: 30,690 shares; 2026Q2: 30,729 shares 30,729 $1.89M 0.22% +39 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,232 shares; 2024Q4: 17,451 shares; 2025Q1: 17,451 shares; 2025Q2: 17,451 shares; 2025Q3: 17,349 shares; 2025Q4: not loaded; 2026Q1: 16,969 shares; 2026Q2: 16,969 shares 16,969 $1.85M 0.21% 0 Timeline DBEF DBX ETF TR More: the full row for DBX 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 loaded; 2026Q1: 28,770 shares; 2026Q2: 33,843 shares 33,843 $1.85M 0.21% +5,073 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,521 shares; 2024Q4: 36,395 shares; 2025Q1: 35,881 shares; 2025Q2: 35,743 shares; 2025Q3: 36,418 shares; 2025Q4: not loaded; 2026Q1: 39,117 shares; 2026Q2: 41,975 shares 41,975 $1.85M 0.21% +2,858 Timeline JSCP 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: 25,681 shares; 2024Q4: 22,140 shares; 2025Q1: 24,560 shares; 2025Q2: 24,411 shares; 2025Q3: 28,888 shares; 2025Q4: not loaded; 2026Q1: 17,732 shares; 2026Q2: 37,824 shares 37,824 $1.78M 0.21% +20,092 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,106 shares; 2024Q4: 13,331 shares; 2025Q1: 13,346 shares; 2025Q2: 13,626 shares; 2025Q3: 13,782 shares; 2025Q4: not loaded; 2026Q1: 17,709 shares; 2026Q2: 18,011 shares 18,011 $1.72M 0.2% +302 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,850 shares; 2024Q4: 20,550 shares; 2025Q1: 56,693 shares; 2025Q2: 100,040 shares; 2025Q3: 66,332 shares; 2025Q4: not loaded; 2026Q1: 62,541 shares; 2026Q2: 59,310 shares 59,310 $1.72M 0.2% -3,231 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: 11,050 shares; 2024Q4: 11,500 shares; 2025Q1: 11,509 shares; 2025Q2: 11,521 shares; 2025Q3: 12,522 shares; 2025Q4: not loaded; 2026Q1: 13,205 shares; 2026Q2: 13,291 shares 13,291 $1.71M 0.2% +86 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: 79,640 shares; 2024Q4: 169,127 shares; 2025Q1: 172,941 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 44,782 shares; 2026Q2: 53,333 shares 53,333 $1.69M 0.2% +8,551 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: 14,759 shares; 2024Q4: 17,721 shares; 2025Q1: 16,809 shares; 2025Q2: 21,651 shares; 2025Q3: 21,474 shares; 2025Q4: not loaded; 2026Q1: 21,702 shares; 2026Q2: 21,984 shares 21,984 $1.68M 0.19% +282 Timeline SPYD 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: 18,005 shares; 2024Q4: 23,115 shares; 2025Q1: 23,284 shares; 2025Q2: 32,034 shares; 2025Q3: 33,155 shares; 2025Q4: not loaded; 2026Q1: 34,931 shares; 2026Q2: 34,931 shares 34,931 $1.67M 0.19% 0 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: not loaded; 2026Q1: 45,204 shares; 2026Q2: 52,640 shares 52,640 $1.66M 0.19% +7,436 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: 12,793 shares; 2024Q4: 15,151 shares; 2025Q1: 17,987 shares; 2025Q2: 23,036 shares; 2025Q3: 35,590 shares; 2025Q4: not loaded; 2026Q1: 44,833 shares; 2026Q2: 49,333 shares 49,333 $1.64M 0.19% +4,500 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: 18,438 shares; 2024Q4: 18,888 shares; 2025Q1: 18,792 shares; 2025Q2: 18,799 shares; 2025Q3: 18,719 shares; 2025Q4: not loaded; 2026Q1: 20,465 shares; 2026Q2: 19,788 shares 19,788 $1.64M 0.19% -677 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: 4,787 shares; 2024Q4: 17,703 shares; 2025Q1: 18,446 shares; 2025Q2: 18,193 shares; 2025Q3: 18,188 shares; 2025Q4: not loaded; 2026Q1: 20,368 shares; 2026Q2: 22,124 shares 22,124 $1.58M 0.18% +1,756 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: 8,951 shares; 2024Q4: 11,077 shares; 2025Q1: 10,838 shares; 2025Q2: 12,710 shares; 2025Q3: 12,656 shares; 2025Q4: not loaded; 2026Q1: 9,556 shares; 2026Q2: 9,460 shares 9,460 $1.57M 0.18% -96 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: 4,923 shares; 2024Q4: 5,068 shares; 2025Q1: 5,024 shares; 2025Q2: 4,960 shares; 2025Q3: 4,950 shares; 2025Q4: not loaded; 2026Q1: 16,312 shares; 2026Q2: 13,243 shares 13,243 $1.56M 0.18% -3,069 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: 7,475 shares; 2024Q4: 7,897 shares; 2025Q1: 8,076 shares; 2025Q2: 8,202 shares; 2025Q3: 8,354 shares; 2025Q4: not loaded; 2026Q1: 8,100 shares; 2026Q2: 8,199 shares 8,199 $1.56M 0.18% +99 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: 11,268 shares; 2024Q4: 11,861 shares; 2025Q1: 11,987 shares; 2025Q2: 13,286 shares; 2025Q3: 13,202 shares; 2025Q4: not loaded; 2026Q1: 11,406 shares; 2026Q2: 11,247 shares 11,247 $1.54M 0.18% -159 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: 9,904 shares; 2024Q4: 10,409 shares; 2025Q1: 10,851 shares; 2025Q2: 10,848 shares; 2025Q3: 11,437 shares; 2025Q4: not loaded; 2026Q1: 10,355 shares; 2026Q2: 11,055 shares 11,055 $1.52M 0.18% +700 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: 2,017 shares; 2024Q4: 2,932 shares; 2025Q1: 3,015 shares; 2025Q2: 2,652 shares; 2025Q3: 2,628 shares; 2025Q4: not loaded; 2026Q1: 1,968 shares; 2026Q2: 1,978 shares 1,978 $1.48M 0.17% +10 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: 7,996 shares; 2024Q4: 8,014 shares; 2025Q1: 9,039 shares; 2025Q2: 10,282 shares; 2025Q3: 9,021 shares; 2025Q4: not loaded; 2026Q1: 6,898 shares; 2026Q2: 6,669 shares 6,669 $1.46M 0.17% -229 Timeline IDMO 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 loaded; 2026Q1: 21,213 shares; 2026Q2: 24,114 shares 24,114 $1.45M 0.17% +2,901 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,525 shares; 2025Q1: 1,538 shares; 2025Q2: 1,607 shares; 2025Q3: 1,436 shares; 2025Q4: not loaded; 2026Q1: 1,498 shares; 2026Q2: 1,527 shares 1,527 $1.43M 0.17% +29 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: 8,217 shares; 2024Q4: 8,385 shares; 2025Q1: 8,434 shares; 2025Q2: 8,315 shares; 2025Q3: 8,395 shares; 2025Q4: not loaded; 2026Q1: 8,734 shares; 2026Q2: 8,662 shares 8,662 $1.42M 0.16% -72 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: 2,613 shares; 2024Q4: 3,846 shares; 2025Q1: 4,902 shares; 2025Q2: 5,019 shares; 2025Q3: 5,020 shares; 2025Q4: not loaded; 2026Q1: 6,143 shares; 2026Q2: 6,204 shares 6,204 $1.41M 0.16% +61 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: 2,772 shares; 2024Q4: 3,991 shares; 2025Q1: 3,864 shares; 2025Q2: 3,956 shares; 2025Q3: 3,986 shares; 2025Q4: not loaded; 2026Q1: 4,071 shares; 2026Q2: 3,768 shares 3,768 $1.41M 0.16% -303 Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,023 shares; 2024Q4: 111,651 shares; 2025Q1: 101,653 shares; 2025Q2: 98,166 shares; 2025Q3: 91,999 shares; 2025Q4: not loaded; 2026Q1: 88,785 shares; 2026Q2: 88,969 shares 88,969 $1.4M 0.16% +184 Timeline BUFQ 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: 25,327 shares; 2024Q4: 27,877 shares; 2025Q1: 28,179 shares; 2025Q2: 10,233 shares; 2025Q3: 16,046 shares; 2025Q4: not loaded; 2026Q1: 17,048 shares; 2026Q2: 35,128 shares 35,128 $1.38M 0.16% +18,080 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: 27,072 shares; 2024Q4: 32,053 shares; 2025Q1: 31,368 shares; 2025Q2: 30,735 shares; 2025Q3: 31,142 shares; 2025Q4: not loaded; 2026Q1: 30,793 shares; 2026Q2: 29,185 shares 29,185 $1.38M 0.16% -1,608 Timeline SCHZ 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: 29,390 shares; 2024Q4: 59,683 shares; 2025Q1: 78,638 shares; 2025Q2: 88,482 shares; 2025Q3: 58,727 shares; 2025Q4: not loaded; 2026Q1: 57,226 shares; 2026Q2: 58,542 shares 58,542 $1.35M 0.16% +1,316 Timeline SCHV 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: 20,455 shares; 2025Q1: 32,101 shares; 2025Q2: 45,979 shares; 2025Q3: 34,413 shares; 2025Q4: not loaded; 2026Q1: 34,373 shares; 2026Q2: 38,767 shares 38,767 $1.35M 0.16% +4,394 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 loaded; 2026Q1: not reported; 2026Q2: 7,677 shares 7,677 $1.31M 0.15% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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 loaded; 2026Q1: 27,599 shares; 2026Q2: 24,221 shares 24,221 $1.29M 0.15% -3,378 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,272 shares; 2024Q4: 13,848 shares; 2025Q1: 14,431 shares; 2025Q2: 14,822 shares; 2025Q3: 18,744 shares; 2025Q4: not loaded; 2026Q1: 25,456 shares; 2026Q2: 25,457 shares 25,457 $1.29M 0.15% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,971 shares; 2024Q4: 14,320 shares; 2025Q1: 13,836 shares; 2025Q2: 13,837 shares; 2025Q3: 13,852 shares; 2025Q4: not loaded; 2026Q1: 13,655 shares; 2026Q2: 13,578 shares 13,578 $1.28M 0.15% -77 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: 10,019 shares; 2024Q4: 10,829 shares; 2025Q1: 11,104 shares; 2025Q2: 11,318 shares; 2025Q3: 11,367 shares; 2025Q4: not loaded; 2026Q1: 11,368 shares; 2026Q2: 11,313 shares 11,313 $1.28M 0.15% -55 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: not reported; 2024Q4: not reported; 2025Q1: 12,708 shares; 2025Q2: 15,074 shares; 2025Q3: 16,325 shares; 2025Q4: not loaded; 2026Q1: 20,766 shares; 2026Q2: 20,766 shares 20,766 $1.27M 0.15% 0 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: 808 shares; 2024Q4: 1,120 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,077 shares; 2025Q4: not loaded; 2026Q1: 1,093 shares; 2026Q2: 1,077 shares 1,077 $1.27M 0.15% -16 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: 22,214 shares; 2024Q4: 23,315 shares; 2025Q1: 23,542 shares; 2025Q2: 22,641 shares; 2025Q3: 22,743 shares; 2025Q4: not loaded; 2026Q1: 22,461 shares; 2026Q2: 22,207 shares 22,207 $1.27M 0.15% -254 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: 14,378 shares; 2024Q4: 14,418 shares; 2025Q1: 15,844 shares; 2025Q2: 17,561 shares; 2025Q3: 17,473 shares; 2025Q4: not loaded; 2026Q1: 18,595 shares; 2026Q2: 18,566 shares 18,566 $1.26M 0.15% -29 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,755 shares; 2024Q4: 31,755 shares; 2025Q1: 31,755 shares; 2025Q2: 31,755 shares; 2025Q3: 31,755 shares; 2025Q4: not loaded; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $1.25M 0.14% 0 Timeline JPUS 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: 9,781 shares; 2024Q4: 9,745 shares; 2025Q1: 9,729 shares; 2025Q2: 9,300 shares; 2025Q3: 8,966 shares; 2025Q4: not loaded; 2026Q1: 8,893 shares; 2026Q2: 8,711 shares 8,711 $1.22M 0.14% -182 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: 4,660 shares; 2024Q4: 8,573 shares; 2025Q1: 10,495 shares; 2025Q2: 10,968 shares; 2025Q3: 12,342 shares; 2025Q4: not loaded; 2026Q1: 14,716 shares; 2026Q2: 14,660 shares 14,660 $1.21M 0.14% -56 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: 13,626 shares; 2024Q4: 13,078 shares; 2025Q1: 12,565 shares; 2025Q2: 10,208 shares; 2025Q3: 10,319 shares; 2025Q4: not loaded; 2026Q1: 10,469 shares; 2026Q2: 10,291 shares 10,291 $1.21M 0.14% -178 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,227 shares; 2024Q4: 12,772 shares; 2025Q1: 12,789 shares; 2025Q2: 12,791 shares; 2025Q3: 12,690 shares; 2025Q4: not loaded; 2026Q1: 12,042 shares; 2026Q2: 12,042 shares 12,042 $1.21M 0.14% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,417 shares; 2024Q4: 8,888 shares; 2025Q1: 8,457 shares; 2025Q2: 7,532 shares; 2025Q3: 7,554 shares; 2025Q4: not loaded; 2026Q1: 7,536 shares; 2026Q2: 7,170 shares 7,170 $1.2M 0.14% -366 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: not reported; 2024Q4: 4,774 shares; 2025Q1: 6,428 shares; 2025Q2: 7,553 shares; 2025Q3: 8,846 shares; 2025Q4: not loaded; 2026Q1: 12,704 shares; 2026Q2: 16,347 shares 16,347 $1.2M 0.14% +3,643 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: not reported; 2024Q4: 1,380 shares; 2025Q1: 1,472 shares; 2025Q2: 1,447 shares; 2025Q3: 1,478 shares; 2025Q4: not loaded; 2026Q1: 4,086 shares; 2026Q2: 4,914 shares 4,914 $1.19M 0.14% +828 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 29,687 shares; 2026Q2: 46,383 shares 46,383 $1.19M 0.14% +16,696 Timeline VBK 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: 955 shares; 2024Q4: 748 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 750 shares; 2025Q4: not loaded; 2026Q1: 2,686 shares; 2026Q2: 3,191 shares 3,191 $1.17M 0.13% +505 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: 4,787 shares; 2024Q4: 4,720 shares; 2025Q1: 4,663 shares; 2025Q2: 3,069 shares; 2025Q3: 3,184 shares; 2025Q4: not loaded; 2026Q1: 4,466 shares; 2026Q2: 4,120 shares 4,120 $1.16M 0.13% -346 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,093 shares; 2024Q4: 23,940 shares; 2025Q1: 28,218 shares; 2025Q2: 34,488 shares; 2025Q3: 44,477 shares; 2025Q4: not loaded; 2026Q1: 50,152 shares; 2026Q2: 60,194 shares 60,194 $1.15M 0.13% +10,042 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: 21,510 shares; 2024Q4: 21,510 shares; 2025Q1: 21,622 shares; 2025Q2: 21,810 shares; 2025Q3: 21,185 shares; 2025Q4: not loaded; 2026Q1: 21,693 shares; 2026Q2: 21,413 shares 21,413 $1.14M 0.13% -280 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,561 shares; 2024Q4: 9,561 shares; 2025Q1: 9,733 shares; 2025Q2: 9,733 shares; 2025Q3: 10,351 shares; 2025Q4: not loaded; 2026Q1: 28,545 shares; 2026Q2: 28,692 shares 28,692 $1.13M 0.13% +147 Timeline JPIN 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: 90,527 shares; 2024Q4: 99,390 shares; 2025Q1: 101,755 shares; 2025Q2: 69,349 shares; 2025Q3: 67,905 shares; 2025Q4: not loaded; 2026Q1: 16,828 shares; 2026Q2: 15,651 shares 15,651 $1.13M 0.13% -1,177 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS 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 loaded; 2026Q1: 41,658 shares; 2026Q2: 41,658 shares 41,658 $1.12M 0.13% 0 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: not loaded; 2026Q1: not reported; 2026Q2: 968 shares 968 $1.12M 0.13% new Timeline ESGD 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: 10,974 shares; 2025Q3: 11,524 shares; 2025Q4: not loaded; 2026Q1: 12,032 shares; 2026Q2: 10,809 shares 10,809 $1.11M 0.13% -1,223 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: 869 shares; 2024Q4: 922 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 973 shares; 2025Q4: not loaded; 2026Q1: 949 shares; 2026Q2: 935 shares 935 $1.08M 0.12% -14 SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 8,313 shares; 2025Q4: not loaded; 2026Q1: 18,837 shares; 2026Q2: 19,021 shares 19,021 $1.07M 0.12% +184 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: 34,605 shares; 2024Q4: 33,134 shares; 2025Q1: 35,430 shares; 2025Q2: 36,991 shares; 2025Q3: 30,294 shares; 2025Q4: not loaded; 2026Q1: 22,501 shares; 2026Q2: 23,063 shares 23,063 $1.06M 0.12% +562 Timeline SPAB 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: 19,018 shares; 2024Q4: 32,474 shares; 2025Q1: 33,902 shares; 2025Q2: 33,902 shares; 2025Q3: 39,017 shares; 2025Q4: not loaded; 2026Q1: 41,606 shares; 2026Q2: 41,606 shares 41,606 $1.06M 0.12% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,160 shares; 2024Q4: 8,422 shares; 2025Q1: 8,473 shares; 2025Q2: 8,811 shares; 2025Q3: 8,238 shares; 2025Q4: not loaded; 2026Q1: 8,279 shares; 2026Q2: 9,049 shares 9,049 $1.06M 0.12% +770 Timeline MDYG 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: 4,906 shares; 2024Q4: 6,509 shares; 2025Q1: 6,561 shares; 2025Q2: 9,111 shares; 2025Q3: 9,353 shares; 2025Q4: not loaded; 2026Q1: 9,419 shares; 2026Q2: 9,419 shares 9,419 $1.06M 0.12% 0 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: 31,080 shares; 2024Q4: 28,808 shares; 2025Q1: 30,319 shares; 2025Q2: 29,013 shares; 2025Q3: 25,506 shares; 2025Q4: not loaded; 2026Q1: 22,140 shares; 2026Q2: 22,140 shares 22,140 $1.04M 0.12% 0 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: 6,140 shares; 2024Q4: 8,307 shares; 2025Q1: 8,364 shares; 2025Q2: 10,364 shares; 2025Q3: 10,507 shares; 2025Q4: not loaded; 2026Q1: 10,756 shares; 2026Q2: 10,756 shares 10,756 $1.02M 0.12% 0 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,460 shares; 2025Q1: 47,062 shares; 2025Q2: 34,549 shares; 2025Q3: 33,398 shares; 2025Q4: not loaded; 2026Q1: 29,217 shares; 2026Q2: 28,441 shares 28,441 $1.01M 0.12% -776 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,572 shares; 2024Q4: 12,450 shares; 2025Q1: 13,058 shares; 2025Q2: 13,641 shares; 2025Q3: 13,101 shares; 2025Q4: not loaded; 2026Q1: 9,786 shares; 2026Q2: 9,858 shares 9,858 $1.01M 0.12% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 18,891 shares; 2026Q2: 20,173 shares 20,173 $1000K 0.12% +1,282 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: 432 shares; 2024Q4: 565 shares; 2025Q1: 566 shares; 2025Q2: 572 shares; 2025Q3: 3,171 shares; 2025Q4: not loaded; 2026Q1: 1,959 shares; 2026Q2: 1,959 shares 1,959 $998K 0.12% 0 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: 1,569 shares; 2024Q4: 1,582 shares; 2025Q1: 1,596 shares; 2025Q2: 1,492 shares; 2025Q3: 1,490 shares; 2025Q4: not loaded; 2026Q1: 1,492 shares; 2026Q2: 1,497 shares 1,497 $949K 0.11% +5 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,717 shares; 2024Q4: 9,205 shares; 2025Q1: 9,006 shares; 2025Q2: 9,728 shares; 2025Q3: 9,713 shares; 2025Q4: not loaded; 2026Q1: 9,894 shares; 2026Q2: 10,028 shares 10,028 $948K 0.11% +134 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 24,830 shares; 2026Q2: 25,694 shares 25,694 $945K 0.11% +864 Timeline AVSU 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: 10,013 shares; 2024Q4: 10,486 shares; 2025Q1: 11,067 shares; 2025Q2: 11,007 shares; 2025Q3: 10,752 shares; 2025Q4: not loaded; 2026Q1: 9,912 shares; 2026Q2: 10,629 shares 10,629 $941K 0.11% +717 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: 6,297 shares; 2024Q4: 6,465 shares; 2025Q1: 6,770 shares; 2025Q2: 6,858 shares; 2025Q3: 6,257 shares; 2025Q4: not loaded; 2026Q1: 6,300 shares; 2026Q2: 6,268 shares 6,268 $919K 0.11% -32 Timeline IDEV 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: 5,304 shares; 2025Q1: 6,413 shares; 2025Q2: 6,975 shares; 2025Q3: 7,444 shares; 2025Q4: not loaded; 2026Q1: 9,088 shares; 2026Q2: 10,314 shares 10,314 $918K 0.11% +1,226 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: 18,043 shares; 2024Q4: 17,138 shares; 2025Q1: 17,066 shares; 2025Q2: 17,153 shares; 2025Q3: 17,145 shares; 2025Q4: not loaded; 2026Q1: 16,749 shares; 2026Q2: 21,657 shares 21,657 $889K 0.1% +4,908 Timeline XMVM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 9,584 shares; 2026Q2: 12,497 shares 12,497 $886K 0.1% +2,913 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,826 shares; 2025Q4: not loaded; 2026Q1: 3,202 shares; 2026Q2: 3,337 shares 3,337 $852K 0.1% +135 Timeline PHO 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: 13,987 shares; 2024Q4: 13,377 shares; 2025Q1: 13,378 shares; 2025Q2: 12,605 shares; 2025Q3: 12,623 shares; 2025Q4: not loaded; 2026Q1: 12,396 shares; 2026Q2: 12,333 shares 12,333 $852K 0.1% -63 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: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 2,258 shares; 2025Q2: 1,958 shares; 2025Q3: 1,946 shares; 2025Q4: not loaded; 2026Q1: 3,951 shares; 2026Q2: 4,464 shares 4,464 $851K 0.1% +513 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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 loaded; 2026Q1: not reported; 2026Q2: 33,502 shares 33,502 $843K 0.1% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,518 shares; 2025Q2: 16,522 shares; 2025Q3: 16,525 shares; 2025Q4: not loaded; 2026Q1: 45,661 shares; 2026Q2: 44,864 shares 44,864 $831K 0.1% -797 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 18,510 shares 18,510 $821K 0.09% new Timeline SLYG 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: 11,734 shares; 2024Q4: 13,234 shares; 2025Q1: 13,513 shares; 2025Q2: 14,012 shares; 2025Q3: 14,383 shares; 2025Q4: not loaded; 2026Q1: 6,924 shares; 2026Q2: 6,876 shares 6,876 $819K 0.09% -48 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,444 shares; 2024Q4: 24,438 shares; 2025Q1: 24,555 shares; 2025Q2: 24,896 shares; 2025Q3: 25,612 shares; 2025Q4: not loaded; 2026Q1: 29,577 shares; 2026Q2: 29,992 shares 29,992 $817K 0.09% +415 Timeline FIW 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: 32,933 shares; 2024Q4: 37,100 shares; 2025Q1: 38,089 shares; 2025Q2: 39,158 shares; 2025Q3: 42,778 shares; 2025Q4: not loaded; 2026Q1: 44,050 shares; 2026Q2: 7,410 shares 7,410 $812K 0.09% -36,640 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: not reported; 2025Q4: not loaded; 2026Q1: 56,038 shares; 2026Q2: 74,314 shares 74,314 $810K 0.09% +18,276 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,685 shares; 2024Q4: 5,236 shares; 2025Q1: 5,166 shares; 2025Q2: 5,139 shares; 2025Q3: 5,139 shares; 2025Q4: not loaded; 2026Q1: 5,753 shares; 2026Q2: 5,874 shares 5,874 $804K 0.09% +121 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: 1,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,077 shares; 2025Q4: not loaded; 2026Q1: 1,096 shares; 2026Q2: 1,104 shares 1,104 $798K 0.09% +8 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: 1,020 shares; 2024Q4: 925 shares; 2025Q1: 850 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: not loaded; 2026Q1: 803 shares; 2026Q2: 6,644 shares 6,644 $794K 0.09% +5,841 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: 7,866 shares; 2024Q4: 8,732 shares; 2025Q1: 7,728 shares; 2025Q2: 8,217 shares; 2025Q3: 8,159 shares; 2025Q4: not loaded; 2026Q1: 7,258 shares; 2026Q2: 7,214 shares 7,214 $787K 0.09% -44 Timeline IWP 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 loaded; 2026Q1: 3,952 shares; 2026Q2: 5,347 shares 5,347 $783K 0.09% +1,395 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,325 shares; 2026Q2: 10,413 shares 10,413 $774K 0.09% +88 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: 15,328 shares; 2024Q4: 14,454 shares; 2025Q1: 14,638 shares; 2025Q2: 15,245 shares; 2025Q3: 14,285 shares; 2025Q4: not loaded; 2026Q1: 13,701 shares; 2026Q2: 13,390 shares 13,390 $772K 0.09% -311 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: 9,379 shares; 2024Q4: 9,294 shares; 2025Q1: 9,185 shares; 2025Q2: 9,099 shares; 2025Q3: 9,106 shares; 2025Q4: not loaded; 2026Q1: 8,135 shares; 2026Q2: 7,984 shares 7,984 $768K 0.09% -151 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,704 shares; 2024Q4: 21,873 shares; 2025Q1: 17,715 shares; 2025Q2: 18,812 shares; 2025Q3: 22,106 shares; 2025Q4: not loaded; 2026Q1: 24,117 shares; 2026Q2: 30,674 shares 30,674 $767K 0.09% +6,557 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 4,807 shares; 2025Q4: not loaded; 2026Q1: 2,889 shares; 2026Q2: 2,287 shares 2,287 $766K 0.09% -602 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: 5,681 shares; 2024Q4: 10,551 shares; 2025Q1: 11,033 shares; 2025Q2: 11,045 shares; 2025Q3: 11,005 shares; 2025Q4: not loaded; 2026Q1: 12,113 shares; 2026Q2: 12,491 shares 12,491 $746K 0.09% +378 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: 2,052 shares; 2024Q4: 2,483 shares; 2025Q1: 2,397 shares; 2025Q2: 2,288 shares; 2025Q3: 2,251 shares; 2025Q4: not loaded; 2026Q1: 2,160 shares; 2026Q2: 2,167 shares 2,167 $744K 0.09% +7 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: 1,160 shares; 2024Q4: 1,709 shares; 2025Q1: 1,636 shares; 2025Q2: 1,790 shares; 2025Q3: 2,447 shares; 2025Q4: not loaded; 2026Q1: 2,404 shares; 2026Q2: 2,941 shares 2,941 $740K 0.09% +537 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: 13,847 shares; 2025Q1: 13,817 shares; 2025Q2: 14,666 shares; 2025Q3: 14,694 shares; 2025Q4: not loaded; 2026Q1: 12,452 shares; 2026Q2: 13,062 shares 13,062 $726K 0.08% +610 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: 4,286 shares; 2024Q4: 3,424 shares; 2025Q1: 3,840 shares; 2025Q2: 3,744 shares; 2025Q3: 3,262 shares; 2025Q4: not loaded; 2026Q1: 3,282 shares; 2026Q2: 3,307 shares 3,307 $716K 0.08% +25 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: 6,260 shares; 2024Q4: 6,269 shares; 2025Q1: 6,274 shares; 2025Q2: 6,280 shares; 2025Q3: 6,246 shares; 2025Q4: not loaded; 2026Q1: 6,258 shares; 2026Q2: 6,033 shares 6,033 $709K 0.08% -225 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: 2,015 shares; 2024Q4: 3,159 shares; 2025Q1: 3,099 shares; 2025Q2: 2,862 shares; 2025Q3: 2,364 shares; 2025Q4: not loaded; 2026Q1: 3,937 shares; 2026Q2: 3,913 shares 3,913 $708K 0.08% -24 Timeline SDY 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: 4,422 shares; 2024Q4: 4,455 shares; 2025Q1: 4,590 shares; 2025Q2: 4,620 shares; 2025Q3: 4,648 shares; 2025Q4: not loaded; 2026Q1: 4,657 shares; 2026Q2: 4,650 shares 4,650 $708K 0.08% -7 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: 4,626 shares; 2024Q4: 4,777 shares; 2025Q1: 4,721 shares; 2025Q2: 4,726 shares; 2025Q3: 4,693 shares; 2025Q4: not loaded; 2026Q1: 4,580 shares; 2026Q2: 4,886 shares 4,886 $699K 0.08% +306 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,586 shares; 2024Q4: 19,820 shares; 2025Q1: 22,322 shares; 2025Q2: 21,763 shares; 2025Q3: 20,387 shares; 2025Q4: not loaded; 2026Q1: 17,574 shares; 2026Q2: 17,012 shares 17,012 $697K 0.08% -562 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: 7,101 shares; 2024Q4: 4,909 shares; 2025Q1: 4,905 shares; 2025Q2: 4,854 shares; 2025Q3: 12,772 shares; 2025Q4: not loaded; 2026Q1: 13,798 shares; 2026Q2: 13,777 shares 13,777 $686K 0.08% -21 Timeline UBND 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: 19,333 shares; 2024Q4: 19,849 shares; 2025Q1: 19,799 shares; 2025Q2: 20,531 shares; 2025Q3: 21,437 shares; 2025Q4: not loaded; 2026Q1: 26,623 shares; 2026Q2: 31,540 shares 31,540 $685K 0.08% +4,917 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,613 shares; 2024Q4: 2,773 shares; 2025Q1: 2,829 shares; 2025Q2: 2,843 shares; 2025Q3: 2,844 shares; 2025Q4: not loaded; 2026Q1: 2,844 shares; 2026Q2: 2,828 shares 2,828 $684K 0.08% -16 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: 6,700 shares; 2025Q4: not loaded; 2026Q1: 15,387 shares; 2026Q2: 15,402 shares 15,402 $684K 0.08% +15 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,156 shares; 2025Q2: 13,660 shares; 2025Q3: 6,188 shares; 2025Q4: not loaded; 2026Q1: 18,498 shares; 2026Q2: 6,485 shares 6,485 $674K 0.08% -12,013 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 2,000 shares; 2025Q4: not loaded; 2026Q1: 1,961 shares; 2026Q2: 1,973 shares 1,973 $673K 0.08% +12 Timeline EVUS 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 loaded; 2026Q1: 15,021 shares; 2026Q2: 18,932 shares 18,932 $665K 0.08% +3,911 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,680 shares; 2024Q4: 27,386 shares; 2025Q1: 27,670 shares; 2025Q2: 27,986 shares; 2025Q3: 24,358 shares; 2025Q4: not loaded; 2026Q1: 24,753 shares; 2026Q2: 24,993 shares 24,993 $663K 0.08% +240 Timeline EMNT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 6,672 shares 6,672 $660K 0.08% new 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: 1,055 shares; 2024Q4: 1,111 shares; 2025Q1: 911 shares; 2025Q2: 923 shares; 2025Q3: 885 shares; 2025Q4: not loaded; 2026Q1: 914 shares; 2026Q2: 911 shares 911 $650K 0.08% -3 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,207 shares; 2024Q4: 6,284 shares; 2025Q1: 5,174 shares; 2025Q2: 5,453 shares; 2025Q3: 4,087 shares; 2025Q4: not loaded; 2026Q1: 4,507 shares; 2026Q2: 4,548 shares 4,548 $636K 0.07% +41 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: 2,148 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: not loaded; 2026Q1: 2,033 shares; 2026Q2: 2,078 shares 2,078 $624K 0.07% +45 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,590 shares; 2025Q1: 17,593 shares; 2025Q2: 19,501 shares; 2025Q3: 16,476 shares; 2025Q4: not loaded; 2026Q1: 21,961 shares; 2026Q2: 21,122 shares 21,122 $622K 0.07% -839 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: 2,105 shares; 2024Q4: 1,854 shares; 2025Q1: 1,625 shares; 2025Q2: 1,507 shares; 2025Q3: 1,370 shares; 2025Q4: not loaded; 2026Q1: 1,196 shares; 2026Q2: 1,189 shares 1,189 $621K 0.07% -7 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022 shares; 2024Q4: 3,988 shares; 2025Q1: 3,993 shares; 2025Q2: 3,976 shares; 2025Q3: 3,977 shares; 2025Q4: not loaded; 2026Q1: 3,777 shares; 2026Q2: 3,962 shares 3,962 $619K 0.07% +185 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,655 shares; 2025Q1: 1,617 shares; 2025Q2: 1,632 shares; 2025Q3: 1,711 shares; 2025Q4: not loaded; 2026Q1: 1,566 shares; 2026Q2: 1,560 shares 1,560 $619K 0.07% -6 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292 shares; 2024Q4: 1,400 shares; 2025Q1: 1,389 shares; 2025Q2: 821 shares; 2025Q3: 809 shares; 2025Q4: not loaded; 2026Q1: 808 shares; 2026Q2: 777 shares 777 $618K 0.07% -31 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: 6,713 shares; 2024Q4: 6,818 shares; 2025Q1: 6,818 shares; 2025Q2: 6,821 shares; 2025Q3: 6,706 shares; 2025Q4: not loaded; 2026Q1: 6,239 shares; 2026Q2: 6,026 shares 6,026 $616K 0.07% -213 Timeline ARTY 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 loaded; 2026Q1: 5,677 shares; 2026Q2: 8,083 shares 8,083 $616K 0.07% +2,406 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: 6,525 shares; 2024Q4: 6,474 shares; 2025Q1: 5,724 shares; 2025Q2: 5,402 shares; 2025Q3: 5,343 shares; 2025Q4: not loaded; 2026Q1: 5,481 shares; 2026Q2: 5,385 shares 5,385 $615K 0.07% -96 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: 1,194 shares; 2024Q4: 1,458 shares; 2025Q1: 1,425 shares; 2025Q2: 1,309 shares; 2025Q3: 1,439 shares; 2025Q4: not loaded; 2026Q1: 1,382 shares; 2026Q2: 1,695 shares 1,695 $614K 0.07% +313 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,651 shares; 2024Q4: 15,347 shares; 2025Q1: 14,749 shares; 2025Q2: 14,569 shares; 2025Q3: 15,115 shares; 2025Q4: not loaded; 2026Q1: 22,292 shares; 2026Q2: 26,098 shares 26,098 $604K 0.07% +3,806 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: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 11,389 shares; 2026Q2: 11,389 shares 11,389 $600K 0.07% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 6,034 shares 6,034 $599K 0.07% new Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,651 shares; 2025Q2: 167,556 shares; 2025Q3: 65,904 shares; 2025Q4: not loaded; 2026Q1: 54,940 shares; 2026Q2: 55,976 shares 55,976 $593K 0.07% +1,036 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: 6,222 shares; 2024Q4: 6,035 shares; 2025Q1: 6,246 shares; 2025Q2: 6,637 shares; 2025Q3: 6,165 shares; 2025Q4: not loaded; 2026Q1: 5,965 shares; 2026Q2: 4,438 shares 4,438 $587K 0.07% -1,527 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: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,089 shares; 2025Q2: 1,053 shares; 2025Q3: 1,082 shares; 2025Q4: not loaded; 2026Q1: 1,354 shares; 2026Q2: 6,789 shares 6,789 $585K 0.07% +5,435 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,339 shares; 2025Q1: 3,338 shares; 2025Q2: 6,338 shares; 2025Q3: 3,343 shares; 2025Q4: not loaded; 2026Q1: 3,443 shares; 2026Q2: 3,451 shares 3,451 $583K 0.07% +8 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: 7,224 shares; 2024Q4: 8,055 shares; 2025Q1: 9,766 shares; 2025Q2: 9,793 shares; 2025Q3: 10,340 shares; 2025Q4: not loaded; 2026Q1: 11,166 shares; 2026Q2: 11,043 shares 11,043 $578K 0.07% -123 Timeline DARP TIDAL TRUST II More: the full row for TIDAL 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 loaded; 2026Q1: not reported; 2026Q2: 9,544 shares 9,544 $572K 0.07% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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 loaded; 2026Q1: 49,740 shares; 2026Q2: 43,916 shares 43,916 $571K 0.07% -5,824 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,501 shares; 2024Q4: 2,507 shares; 2025Q1: 2,513 shares; 2025Q2: 2,523 shares; 2025Q3: 2,478 shares; 2025Q4: not loaded; 2026Q1: 2,387 shares; 2026Q2: 2,397 shares 2,397 $569K 0.07% +10 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,258 shares; 2025Q2: 93,857 shares; 2025Q3: 54,122 shares; 2025Q4: not loaded; 2026Q1: 43,704 shares; 2026Q2: 44,520 shares 44,520 $567K 0.07% +816 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,917 shares; 2025Q1: 6,928 shares; 2025Q2: 6,722 shares; 2025Q3: 6,577 shares; 2025Q4: not loaded; 2026Q1: 9,071 shares; 2026Q2: 9,072 shares 9,072 $564K 0.07% +1 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 18,487 shares 18,487 $563K 0.07% new Timeline FHLC 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: 6,436 shares; 2024Q4: 7,235 shares; 2025Q1: 7,567 shares; 2025Q2: 8,179 shares; 2025Q3: 8,387 shares; 2025Q4: not loaded; 2026Q1: 7,132 shares; 2026Q2: 7,287 shares 7,287 $563K 0.07% +155 Timeline AVSE 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: 8,457 shares; 2024Q4: 9,466 shares; 2025Q1: 9,519 shares; 2025Q2: 8,613 shares; 2025Q3: 8,341 shares; 2025Q4: not loaded; 2026Q1: 7,571 shares; 2026Q2: 6,797 shares 6,797 $556K 0.06% -774 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,366 shares; 2024Q4: 2,363 shares; 2025Q1: 2,321 shares; 2025Q2: 2,327 shares; 2025Q3: 2,424 shares; 2025Q4: not loaded; 2026Q1: 2,213 shares; 2026Q2: 1,575 shares 1,575 $556K 0.06% -638 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,492 shares; 2024Q4: 24,175 shares; 2025Q1: 22,597 shares; 2025Q2: 22,610 shares; 2025Q3: 20,561 shares; 2025Q4: not loaded; 2026Q1: 20,061 shares; 2026Q2: 20,057 shares 20,057 $553K 0.06% -4 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,431 shares; 2026Q2: 9,194 shares 9,194 $536K 0.06% +3,763 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: not loaded; 2026Q1: 1,151 shares; 2026Q2: 1,115 shares 1,115 $532K 0.06% -36 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,251 shares; 2024Q4: 60,507 shares; 2025Q1: 35,508 shares; 2025Q2: 35,589 shares; 2025Q3: 33,767 shares; 2025Q4: not loaded; 2026Q1: 28,133 shares; 2026Q2: 24,964 shares 24,964 $528K 0.06% -3,169 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: 5,368 shares; 2024Q4: 5,368 shares; 2025Q1: 5,386 shares; 2025Q2: 5,368 shares; 2025Q3: 5,598 shares; 2025Q4: not loaded; 2026Q1: 11,196 shares; 2026Q2: 11,644 shares 11,644 $528K 0.06% +448 Timeline KKR KKR & CO INC More: the full row for KKR & 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 loaded; 2026Q1: 5,780 shares; 2026Q2: 5,744 shares 5,744 $527K 0.06% -36 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: 1,374 shares; 2024Q4: 1,410 shares; 2025Q1: 1,407 shares; 2025Q2: 1,453 shares; 2025Q3: 1,448 shares; 2025Q4: not loaded; 2026Q1: 1,642 shares; 2026Q2: 1,661 shares 1,661 $522K 0.06% +19 Timeline FYC 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 loaded; 2026Q1: 3,987 shares; 2026Q2: 4,102 shares 4,102 $522K 0.06% +115 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: 7,417 shares; 2024Q4: 7,701 shares; 2025Q1: 3,177 shares; 2025Q2: 3,170 shares; 2025Q3: 3,157 shares; 2025Q4: not loaded; 2026Q1: 3,303 shares; 2026Q2: 3,257 shares 3,257 $515K 0.06% -46 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,806 shares; 2026Q2: 6,462 shares 6,462 $511K 0.06% +3,656 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: 7,966 shares; 2025Q1: 10,193 shares; 2025Q2: 11,342 shares; 2025Q3: 16,037 shares; 2025Q4: not loaded; 2026Q1: 17,952 shares; 2026Q2: 18,595 shares 18,595 $508K 0.06% +643 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: 1,826 shares; 2024Q4: 1,780 shares; 2025Q1: 1,846 shares; 2025Q2: 1,813 shares; 2025Q3: 1,816 shares; 2025Q4: not loaded; 2026Q1: 1,675 shares; 2026Q2: 1,699 shares 1,699 $508K 0.06% +24 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares; 2025Q4: not loaded; 2026Q1: 2,422 shares; 2026Q2: 2,422 shares 2,422 $501K 0.06% 0 Timeline SPSB 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: 8,147 shares; 2024Q4: 13,909 shares; 2025Q1: 14,157 shares; 2025Q2: 14,157 shares; 2025Q3: 15,997 shares; 2025Q4: not loaded; 2026Q1: 16,651 shares; 2026Q2: 16,651 shares 16,651 $500K 0.06% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,637 shares; 2025Q1: 1,038 shares; 2025Q2: 1,031 shares; 2025Q3: 1,046 shares; 2025Q4: not loaded; 2026Q1: 1,474 shares; 2026Q2: 1,345 shares 1,345 $495K 0.06% -129 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,147 shares; 2025Q1: 21,379 shares; 2025Q2: 16,517 shares; 2025Q3: 16,031 shares; 2025Q4: not loaded; 2026Q1: 15,046 shares; 2026Q2: 14,590 shares 14,590 $489K 0.06% -456 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,318 shares; 2025Q2: 9,418 shares; 2025Q3: 10,672 shares; 2025Q4: not loaded; 2026Q1: 10,796 shares; 2026Q2: 10,701 shares 10,701 $488K 0.06% -95 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,739 shares; 2025Q1: 18,653 shares; 2025Q2: 14,318 shares; 2025Q3: 13,865 shares; 2025Q4: not loaded; 2026Q1: 12,666 shares; 2026Q2: 12,149 shares 12,149 $487K 0.06% -517 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: 11,896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 3,466 shares 3,466 $484K 0.06% new 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: 5,221 shares; 2024Q4: 6,343 shares; 2025Q1: 6,274 shares; 2025Q2: 6,567 shares; 2025Q3: 6,547 shares; 2025Q4: not loaded; 2026Q1: 6,031 shares; 2026Q2: 5,950 shares 5,950 $484K 0.06% -81 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,410 shares; 2024Q4: 9,044 shares; 2025Q1: 9,156 shares; 2025Q2: 9,156 shares; 2025Q3: 9,130 shares; 2025Q4: not loaded; 2026Q1: 9,056 shares; 2026Q2: 9,056 shares 9,056 $483K 0.06% 0 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: 1,302 shares; 2024Q4: 5,165 shares; 2025Q1: 4,964 shares; 2025Q2: 4,314 shares; 2025Q3: 3,362 shares; 2025Q4: not loaded; 2026Q1: 1,617 shares; 2026Q2: 1,580 shares 1,580 $479K 0.06% -37 Timeline HYEM 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: 69,944 shares; 2024Q4: 74,618 shares; 2025Q1: 88,869 shares; 2025Q2: 94,324 shares; 2025Q3: 20,148 shares; 2025Q4: not loaded; 2026Q1: 21,839 shares; 2026Q2: 23,773 shares 23,773 $478K 0.06% +1,934 Timeline GDXJ 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: 5,800 shares; 2024Q4: 5,942 shares; 2025Q1: 5,737 shares; 2025Q2: 5,737 shares; 2025Q3: 5,481 shares; 2025Q4: not loaded; 2026Q1: 4,860 shares; 2026Q2: 4,860 shares 4,860 $478K 0.06% 0 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: 3,720 shares; 2024Q4: 3,556 shares; 2025Q1: 3,564 shares; 2025Q2: 3,473 shares; 2025Q3: 3,353 shares; 2025Q4: not loaded; 2026Q1: 3,363 shares; 2026Q2: 3,201 shares 3,201 $475K 0.05% -162 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: 11,797 shares; 2024Q4: 14,030 shares; 2025Q1: 14,132 shares; 2025Q2: 14,211 shares; 2025Q3: 14,112 shares; 2025Q4: not loaded; 2026Q1: 11,302 shares; 2026Q2: 11,162 shares 11,162 $473K 0.05% -140 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,106 shares; 2024Q4: 3,203 shares; 2025Q1: 3,208 shares; 2025Q2: 3,016 shares; 2025Q3: 2,996 shares; 2025Q4: not loaded; 2026Q1: 2,552 shares; 2026Q2: 2,049 shares 2,049 $462K 0.05% -503 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: 2,614 shares; 2024Q4: 2,606 shares; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: 2,707 shares; 2025Q4: not loaded; 2026Q1: 2,707 shares; 2026Q2: 2,906 shares 2,906 $461K 0.05% +199 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,655 shares; 2024Q4: 11,326 shares; 2025Q1: 12,681 shares; 2025Q2: 12,721 shares; 2025Q3: 10,374 shares; 2025Q4: not loaded; 2026Q1: 10,001 shares; 2026Q2: 10,456 shares 10,456 $455K 0.05% +455 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: 1,873 shares; 2024Q4: 2,512 shares; 2025Q1: 2,486 shares; 2025Q2: 2,472 shares; 2025Q3: 2,589 shares; 2025Q4: not loaded; 2026Q1: 3,682 shares; 2026Q2: 3,584 shares 3,584 $454K 0.05% -98 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,199 shares; 2024Q4: 6,893 shares; 2025Q1: 6,573 shares; 2025Q2: 6,489 shares; 2025Q3: 6,321 shares; 2025Q4: not loaded; 2026Q1: 6,320 shares; 2026Q2: 5,847 shares 5,847 $451K 0.05% -473 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 1,607 shares; 2025Q1: 1,608 shares; 2025Q2: 1,553 shares; 2025Q3: 1,554 shares; 2025Q4: not loaded; 2026Q1: 1,568 shares; 2026Q2: 1,551 shares 1,551 $451K 0.05% -17 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,128 shares; 2025Q1: 3,130 shares; 2025Q2: 3,132 shares; 2025Q3: 3,133 shares; 2025Q4: not loaded; 2026Q1: 3,137 shares; 2026Q2: 3,148 shares 3,148 $449K 0.05% +11 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,477 shares; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 7,220 shares; 2025Q3: 7,220 shares; 2025Q4: not loaded; 2026Q1: 7,220 shares; 2026Q2: 5,847 shares 5,847 $446K 0.05% -1,373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 17,364 shares 17,364 $442K 0.05% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 2,081 shares; 2025Q1: 2,109 shares; 2025Q2: 2,117 shares; 2025Q3: 2,113 shares; 2025Q4: not loaded; 2026Q1: 2,422 shares; 2026Q2: 2,387 shares 2,387 $441K 0.05% -35 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: 6,667 shares; 2024Q4: 7,239 shares; 2025Q1: 7,179 shares; 2025Q2: not reported; 2025Q3: 1,348 shares; 2025Q4: not loaded; 2026Q1: 2,061 shares; 2026Q2: 2,092 shares 2,092 $437K 0.05% +31 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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 loaded; 2026Q1: 24,470 shares; 2026Q2: 23,153 shares 23,153 $437K 0.05% -1,317 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,844 shares; 2024Q4: 5,927 shares; 2025Q1: 5,794 shares; 2025Q2: 5,639 shares; 2025Q3: 5,049 shares; 2025Q4: not loaded; 2026Q1: 4,533 shares; 2026Q2: 4,215 shares 4,215 $436K 0.05% -318 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,529 shares; 2025Q2: 1,499 shares; 2025Q3: 2,565 shares; 2025Q4: not loaded; 2026Q1: 1,876 shares; 2026Q2: 1,829 shares 1,829 $435K 0.05% -47 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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 loaded; 2026Q1: 8,035 shares; 2026Q2: 6,901 shares 6,901 $434K 0.05% -1,134 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: 2,409 shares; 2024Q4: 2,932 shares; 2025Q1: 2,889 shares; 2025Q2: 3,268 shares; 2025Q3: 3,859 shares; 2025Q4: not loaded; 2026Q1: 4,490 shares; 2026Q2: 4,938 shares 4,938 $433K 0.05% +448 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 1,130 shares; 2025Q3: 1,516 shares; 2025Q4: not loaded; 2026Q1: 563 shares; 2026Q2: 564 shares 564 $430K 0.05% +1 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,786 shares; 2026Q2: 5,687 shares 5,687 $430K 0.05% -99 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,982 shares; 2024Q4: 4,981 shares; 2025Q1: 4,838 shares; 2025Q2: 4,819 shares; 2025Q3: 5,157 shares; 2025Q4: not loaded; 2026Q1: 4,356 shares; 2026Q2: 4,355 shares 4,355 $428K 0.05% -1 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,282 shares; 2025Q3: 6,426 shares; 2025Q4: not loaded; 2026Q1: 8,175 shares; 2026Q2: 7,539 shares 7,539 $423K 0.05% -636 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: 3,505 shares; 2025Q2: 3,880 shares; 2025Q3: 5,087 shares; 2025Q4: not loaded; 2026Q1: 4,983 shares; 2026Q2: 4,894 shares 4,894 $423K 0.05% -89 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: 13,472 shares; 2024Q4: 14,876 shares; 2025Q1: 13,789 shares; 2025Q2: 4,565 shares; 2025Q3: 4,324 shares; 2025Q4: not loaded; 2026Q1: 4,895 shares; 2026Q2: 4,541 shares 4,541 $419K 0.05% -354 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: not reported; 2024Q4: not reported; 2025Q1: 5,248 shares; 2025Q2: 5,032 shares; 2025Q3: 5,647 shares; 2025Q4: not loaded; 2026Q1: 7,563 shares; 2026Q2: 8,628 shares 8,628 $418K 0.05% +1,065 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,126 shares; 2025Q3: 7,377 shares; 2025Q4: not loaded; 2026Q1: 9,078 shares; 2026Q2: 8,565 shares 8,565 $411K 0.05% -513 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,690 shares; 2024Q4: 10,603 shares; 2025Q1: 10,405 shares; 2025Q2: 10,480 shares; 2025Q3: 10,035 shares; 2025Q4: not loaded; 2026Q1: 10,290 shares; 2026Q2: 10,118 shares 10,118 $411K 0.05% -172 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,303 shares; 2024Q4: 4,223 shares; 2025Q1: 4,269 shares; 2025Q2: 4,106 shares; 2025Q3: 3,989 shares; 2025Q4: not loaded; 2026Q1: 2,443 shares; 2026Q2: 1,623 shares 1,623 $409K 0.05% -820 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: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 9,479 shares; 2026Q2: 9,479 shares 9,479 $409K 0.05% 0 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: 8,112 shares; 2024Q4: 8,211 shares; 2025Q1: 8,201 shares; 2025Q2: 8,207 shares; 2025Q3: 8,510 shares; 2025Q4: not loaded; 2026Q1: 8,521 shares; 2026Q2: 8,571 shares 8,571 $407K 0.05% +50 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,499 shares; 2025Q4: not loaded; 2026Q1: 2,832 shares; 2026Q2: 2,843 shares 2,843 $403K 0.05% +11 Timeline AVMV 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: 6,806 shares; 2024Q4: 5,954 shares; 2025Q1: 5,674 shares; 2025Q2: 5,622 shares; 2025Q3: 6,083 shares; 2025Q4: not loaded; 2026Q1: 5,010 shares; 2026Q2: 4,991 shares 4,991 $402K 0.05% -19 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,592 shares; 2024Q4: 4,250 shares; 2025Q1: 4,144 shares; 2025Q2: 4,293 shares; 2025Q3: 3,725 shares; 2025Q4: not loaded; 2026Q1: 3,881 shares; 2026Q2: 3,864 shares 3,864 $402K 0.05% -17 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 4,761 shares; 2025Q4: not loaded; 2026Q1: 4,714 shares; 2026Q2: 4,712 shares 4,712 $399K 0.05% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: not loaded; 2026Q1: 1,457 shares; 2026Q2: 1,462 shares 1,462 $395K 0.05% +5 Timeline RSPT 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: not reported; 2024Q4: not reported; 2025Q1: 8,559 shares; 2025Q2: 5,945 shares; 2025Q3: 6,214 shares; 2025Q4: not loaded; 2026Q1: 5,746 shares; 2026Q2: 6,109 shares 6,109 $394K 0.05% +363 Timeline REMX 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: 5,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,008 shares; 2025Q3: 5,247 shares; 2025Q4: not loaded; 2026Q1: 4,447 shares; 2026Q2: 4,447 shares 4,447 $394K 0.05% 0 Timeline VSMV VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,278 shares; 2024Q4: 11,554 shares; 2025Q1: 11,276 shares; 2025Q2: 11,276 shares; 2025Q3: 9,585 shares; 2025Q4: not loaded; 2026Q1: 8,834 shares; 2026Q2: 6,520 shares 6,520 $390K 0.05% -2,314 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: 8,474 shares; 2024Q4: 7,039 shares; 2025Q1: 7,010 shares; 2025Q2: 6,519 shares; 2025Q3: 6,342 shares; 2025Q4: not loaded; 2026Q1: 5,098 shares; 2026Q2: 4,865 shares 4,865 $390K 0.04% -233 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 10,423 shares 10,423 $388K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,374 shares; 2024Q4: 2,710 shares; 2025Q1: 2,415 shares; 2025Q2: 2,531 shares; 2025Q3: 2,801 shares; 2025Q4: not loaded; 2026Q1: 2,844 shares; 2026Q2: 2,864 shares 2,864 $388K 0.04% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 399 shares 399 $385K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 442 shares; 2025Q1: 443 shares; 2025Q2: 446 shares; 2025Q3: 447 shares; 2025Q4: not loaded; 2026Q1: 4,218 shares; 2026Q2: 5,375 shares 5,375 $384K 0.04% +1,157 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: 2,283 shares; 2024Q4: 2,743 shares; 2025Q1: 2,716 shares; 2025Q2: 2,737 shares; 2025Q3: 2,633 shares; 2025Q4: not loaded; 2026Q1: 2,580 shares; 2026Q2: 2,594 shares 2,594 $380K 0.04% +14 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III 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 loaded; 2026Q1: 16,153 shares; 2026Q2: 12,078 shares 12,078 $380K 0.04% -4,075 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: 7,293 shares; 2024Q4: 8,805 shares; 2025Q1: 8,725 shares; 2025Q2: 8,725 shares; 2025Q3: 9,633 shares; 2025Q4: not loaded; 2026Q1: 9,583 shares; 2026Q2: 9,583 shares 9,583 $378K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,664 shares; 2025Q3: 1,711 shares; 2025Q4: not loaded; 2026Q1: 1,709 shares; 2026Q2: 1,698 shares 1,698 $376K 0.04% -11 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,051 shares; 2024Q4: 32,138 shares; 2025Q1: 22,126 shares; 2025Q2: 22,219 shares; 2025Q3: 22,309 shares; 2025Q4: not loaded; 2026Q1: 19,303 shares; 2026Q2: 19,403 shares 19,403 $372K 0.04% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 7,234 shares 7,234 $372K 0.04% new Timeline SCHO 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: 8,372 shares; 2025Q1: 8,264 shares; 2025Q2: not reported; 2025Q3: 9,638 shares; 2025Q4: not loaded; 2026Q1: 15,115 shares; 2026Q2: 15,300 shares 15,300 $369K 0.04% +185 Timeline SIL 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: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 4,634 shares; 2025Q4: not loaded; 2026Q1: 4,757 shares; 2026Q2: 4,756 shares 4,756 $368K 0.04% -1 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,363 shares; 2025Q1: 3,348 shares; 2025Q2: 3,382 shares; 2025Q3: 3,485 shares; 2025Q4: not loaded; 2026Q1: 3,622 shares; 2026Q2: 3,816 shares 3,816 $368K 0.04% +194 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,777 shares; 2025Q2: 4,996 shares; 2025Q3: 5,101 shares; 2025Q4: not loaded; 2026Q1: 4,679 shares; 2026Q2: 4,631 shares 4,631 $368K 0.04% -48 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,347 shares; 2024Q4: 7,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,736 shares; 2026Q2: 8,684 shares 8,684 $368K 0.04% -52 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: 3,364 shares; 2024Q4: 3,338 shares; 2025Q1: 3,430 shares; 2025Q2: 3,628 shares; 2025Q3: 4,120 shares; 2025Q4: not loaded; 2026Q1: 4,275 shares; 2026Q2: 4,217 shares 4,217 $367K 0.04% -58 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 667 shares; 2025Q4: not loaded; 2026Q1: 710 shares; 2026Q2: 740 shares 740 $366K 0.04% +30 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,811 shares; 2025Q1: 2,820 shares; 2025Q2: 2,820 shares; 2025Q3: 2,805 shares; 2025Q4: not loaded; 2026Q1: 2,817 shares; 2026Q2: 2,762 shares 2,762 $358K 0.04% -55 Timeline SKYY 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: 2,659 shares; 2024Q4: 2,659 shares; 2025Q1: 2,674 shares; 2025Q2: 2,659 shares; 2025Q3: 2,659 shares; 2025Q4: not loaded; 2026Q1: 2,659 shares; 2026Q2: 2,659 shares 2,659 $358K 0.04% 0 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: not reported; 2024Q4: 4,827 shares; 2025Q1: 6,126 shares; 2025Q2: 6,437 shares; 2025Q3: 6,458 shares; 2025Q4: not loaded; 2026Q1: 6,587 shares; 2026Q2: 6,512 shares 6,512 $353K 0.04% -75 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: 2,260 shares; 2024Q4: 2,747 shares; 2025Q1: 3,851 shares; 2025Q2: 3,786 shares; 2025Q3: 3,386 shares; 2025Q4: not loaded; 2026Q1: 3,418 shares; 2026Q2: 3,262 shares 3,262 $351K 0.04% -156 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: 26,786 shares; 2024Q4: 28,112 shares; 2025Q1: 26,729 shares; 2025Q2: 15,460 shares; 2025Q3: 14,525 shares; 2025Q4: not loaded; 2026Q1: 14,005 shares; 2026Q2: 14,186 shares 14,186 $342K 0.04% +181 Timeline FXO 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: 6,478 shares; 2024Q4: 6,487 shares; 2025Q1: 6,431 shares; 2025Q2: 6,037 shares; 2025Q3: 6,040 shares; 2025Q4: not loaded; 2026Q1: 5,410 shares; 2026Q2: 5,414 shares 5,414 $338K 0.04% +4 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,578 shares; 2025Q3: 7,880 shares; 2025Q4: not loaded; 2026Q1: 10,186 shares; 2026Q2: 9,309 shares 9,309 $336K 0.04% -877 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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 loaded; 2026Q1: 3,370 shares; 2026Q2: 3,516 shares 3,516 $334K 0.04% +146 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,811 shares; 2026Q2: 5,781 shares 5,781 $333K 0.04% -30 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: not loaded; 2026Q1: 157 shares; 2026Q2: 158 shares 158 $328K 0.04% +1 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: not loaded; 2026Q1: 249 shares; 2026Q2: 324 shares 324 $328K 0.04% +75 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,139 shares; 2024Q4: 16,709 shares; 2025Q1: 18,695 shares; 2025Q2: 19,528 shares; 2025Q3: 20,735 shares; 2025Q4: not loaded; 2026Q1: 3,777 shares; 2026Q2: 3,393 shares 3,393 $327K 0.04% -384 Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,100 shares; 2024Q4: 72,600 shares; 2025Q1: 91,750 shares; 2025Q2: 87,950 shares; 2025Q3: 81,050 shares; 2025Q4: not loaded; 2026Q1: 37,850 shares; 2026Q2: 33,850 shares 33,850 $325K 0.04% -4,000 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: 2,149 shares; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,135 shares; 2025Q4: not loaded; 2026Q1: 1,903 shares; 2026Q2: 2,197 shares 2,197 $325K 0.04% +294 Timeline GSEW 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: 2,919 shares; 2025Q2: 8,223 shares; 2025Q3: 3,782 shares; 2025Q4: not loaded; 2026Q1: 3,616 shares; 2026Q2: 3,425 shares 3,425 $323K 0.04% -191 Timeline ESML 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 loaded; 2026Q1: not reported; 2026Q2: 5,762 shares 5,762 $322K 0.04% new Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,357 shares; 2024Q4: 6,357 shares; 2025Q1: 6,357 shares; 2025Q2: 6,357 shares; 2025Q3: 6,357 shares; 2025Q4: not loaded; 2026Q1: 6,357 shares; 2026Q2: 6,357 shares 6,357 $318K 0.04% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,534 shares; 2024Q4: 2,562 shares; 2025Q1: 2,913 shares; 2025Q2: 2,297 shares; 2025Q3: 2,414 shares; 2025Q4: not loaded; 2026Q1: 2,498 shares; 2026Q2: 2,910 shares 2,910 $318K 0.04% +412 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,867 shares; 2024Q4: 22,970 shares; 2025Q1: 22,973 shares; 2025Q2: 23,078 shares; 2025Q3: 23,244 shares; 2025Q4: not loaded; 2026Q1: 22,733 shares; 2026Q2: 22,690 shares 22,690 $315K 0.04% -43 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,904 shares; 2025Q4: not loaded; 2026Q1: 11,509 shares; 2026Q2: 11,198 shares 11,198 $306K 0.04% -311 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: 1,070 shares; 2025Q3: 1,092 shares; 2025Q4: not loaded; 2026Q1: 1,012 shares; 2026Q2: 1,126 shares 1,126 $306K 0.04% +114 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 14,771 shares; 2025Q4: not loaded; 2026Q1: 11,947 shares; 2026Q2: 11,524 shares 11,524 $306K 0.04% -423 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 706 shares; 2025Q4: not loaded; 2026Q1: 867 shares; 2026Q2: 863 shares 863 $306K 0.04% -4 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: 8,718 shares; 2024Q4: 8,730 shares; 2025Q1: 9,306 shares; 2025Q2: 6,809 shares; 2025Q3: 6,297 shares; 2025Q4: not loaded; 2026Q1: 6,330 shares; 2026Q2: 6,337 shares 6,337 $305K 0.04% +7 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: 42,380 shares; 2024Q4: 27,229 shares; 2025Q1: 27,081 shares; 2025Q2: 29,045 shares; 2025Q3: 28,557 shares; 2025Q4: not loaded; 2026Q1: 14,855 shares; 2026Q2: 14,654 shares 14,654 $303K 0.04% -201 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: not loaded; 2026Q1: 1,091 shares; 2026Q2: 1,076 shares 1,076 $302K 0.03% -15 Timeline QXO QXO INC More: the full row for QXO 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 loaded; 2026Q1: not reported; 2026Q2: 17,251 shares 17,251 $298K 0.03% new 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: 2,413 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,256 shares; 2025Q3: 2,959 shares; 2025Q4: not loaded; 2026Q1: 2,975 shares; 2026Q2: 3,089 shares 3,089 $296K 0.03% +114 Timeline FTC 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: 1,906 shares; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,690 shares; 2025Q4: not loaded; 2026Q1: 1,589 shares; 2026Q2: 1,519 shares 1,519 $294K 0.03% -70 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 633 shares; 2025Q1: 609 shares; 2025Q2: 600 shares; 2025Q3: 512 shares; 2025Q4: not loaded; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $294K 0.03% 0 Timeline GDX 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: 44,980 shares; 2024Q4: 140,314 shares; 2025Q1: 143,013 shares; 2025Q2: 4,786 shares; 2025Q3: 4,634 shares; 2025Q4: not loaded; 2026Q1: 3,856 shares; 2026Q2: 3,856 shares 3,856 $291K 0.03% 0 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: not loaded; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $289K 0.03% 0 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: 4,608 shares; 2024Q4: 5,046 shares; 2025Q1: 5,020 shares; 2025Q2: 4,893 shares; 2025Q3: 4,968 shares; 2025Q4: not loaded; 2026Q1: 5,009 shares; 2026Q2: 5,165 shares 5,165 $287K 0.03% +156 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,925 shares; 2024Q4: 8,497 shares; 2025Q1: 8,899 shares; 2025Q2: 8,904 shares; 2025Q3: 8,104 shares; 2025Q4: not loaded; 2026Q1: 7,984 shares; 2026Q2: 7,694 shares 7,694 $283K 0.03% -290 Timeline GWX 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: 6,388 shares; 2025Q2: 6,388 shares; 2025Q3: 6,491 shares; 2025Q4: not loaded; 2026Q1: 6,377 shares; 2026Q2: 6,377 shares 6,377 $279K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,960 shares; 2026Q2: 8,667 shares 8,667 $277K 0.03% -293 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: 4,073 shares; 2024Q4: 4,168 shares; 2025Q1: 4,196 shares; 2025Q2: 4,690 shares; 2025Q3: 4,585 shares; 2025Q4: not loaded; 2026Q1: 4,867 shares; 2026Q2: 4,436 shares 4,436 $275K 0.03% -431 Timeline NVD GRANITESHARES ETF TR More: the full row for GRANITESHARES 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 loaded; 2026Q1: 14,990 shares; 2026Q2: 52,515 shares 52,515 $274K 0.03% +37,525 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: 1,735 shares; 2025Q3: 1,730 shares; 2025Q4: not loaded; 2026Q1: 1,232 shares; 2026Q2: 1,245 shares 1,245 $272K 0.03% +13 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 658 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: not loaded; 2026Q1: 662 shares; 2026Q2: 662 shares 662 $271K 0.03% 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: 5,930 shares; 2024Q4: 3,507 shares; 2025Q1: 2,878 shares; 2025Q2: 2,708 shares; 2025Q3: 2,030 shares; 2025Q4: not loaded; 2026Q1: 2,146 shares; 2026Q2: 2,646 shares 2,646 $267K 0.03% +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: 660 shares; 2024Q4: 976 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 1,003 shares; 2025Q4: not loaded; 2026Q1: 993 shares; 2026Q2: 986 shares 986 $266K 0.03% -7 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,260 shares; 2025Q1: 3,251 shares; 2025Q2: 3,251 shares; 2025Q3: 3,386 shares; 2025Q4: not loaded; 2026Q1: 3,146 shares; 2026Q2: 2,755 shares 2,755 $266K 0.03% -391 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: 4,000 shares; 2024Q4: 4,143 shares; 2025Q1: 4,328 shares; 2025Q2: 4,328 shares; 2025Q3: 4,328 shares; 2025Q4: not loaded; 2026Q1: 4,328 shares; 2026Q2: 4,329 shares 4,329 $263K 0.03% +1 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,831 shares; 2024Q4: 2,833 shares; 2025Q1: 2,836 shares; 2025Q2: 2,899 shares; 2025Q3: 2,902 shares; 2025Q4: not loaded; 2026Q1: 2,561 shares; 2026Q2: 2,564 shares 2,564 $259K 0.03% +3 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: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 665 shares; 2026Q2: 652 shares 652 $259K 0.03% -13 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,085 shares; 2025Q2: 10,085 shares; 2025Q3: 10,085 shares; 2025Q4: not loaded; 2026Q1: 8,560 shares; 2026Q2: 9,260 shares 9,260 $259K 0.03% +700 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,260 shares; 2024Q4: 5,972 shares; 2025Q1: 5,602 shares; 2025Q2: 6,013 shares; 2025Q3: 5,379 shares; 2025Q4: not loaded; 2026Q1: 4,361 shares; 2026Q2: 5,132 shares 5,132 $258K 0.03% +771 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: not reported; 2024Q4: 9,482 shares; 2025Q1: 9,667 shares; 2025Q2: 9,667 shares; 2025Q3: 10,585 shares; 2025Q4: not loaded; 2026Q1: 11,574 shares; 2026Q2: 11,574 shares 11,574 $258K 0.03% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,014 shares; 2024Q4: not reported; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,602 shares; 2025Q4: not loaded; 2026Q1: 3,598 shares; 2026Q2: 3,598 shares 3,598 $257K 0.03% 0 Timeline DJAN 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: not loaded; 2026Q1: 5,449 shares; 2026Q2: 5,632 shares 5,632 $256K 0.03% +183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,773 shares; 2025Q4: not loaded; 2026Q1: 5,273 shares; 2026Q2: 5,202 shares 5,202 $256K 0.03% -71 Timeline LTCC CANARY LITECOIN ETF More: the full row for CANARY LITECOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 25,100 shares 25,100 $256K 0.03% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,813 shares; 2024Q4: 1,815 shares; 2025Q1: 1,816 shares; 2025Q2: 1,678 shares; 2025Q3: 1,679 shares; 2025Q4: not loaded; 2026Q1: 1,683 shares; 2026Q2: 1,654 shares 1,654 $255K 0.03% -29 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 1,214 shares; 2025Q1: 1,220 shares; 2025Q2: 1,225 shares; 2025Q3: 1,243 shares; 2025Q4: not loaded; 2026Q1: 1,260 shares; 2026Q2: 1,064 shares 1,064 $254K 0.03% -196 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,504 shares; 2024Q4: 6,485 shares; 2025Q1: 6,471 shares; 2025Q2: 1,601 shares; 2025Q3: 984 shares; 2025Q4: not loaded; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $251K 0.03% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,780 shares; 2024Q4: 47,991 shares; 2025Q1: 39,871 shares; 2025Q2: 31,230 shares; 2025Q3: 30,644 shares; 2025Q4: not loaded; 2026Q1: 26,645 shares; 2026Q2: 23,898 shares 23,898 $251K 0.03% -2,747 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 1,068 shares; 2025Q1: 1,017 shares; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: not loaded; 2026Q1: 1,580 shares; 2026Q2: 1,598 shares 1,598 $250K 0.03% +18 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,857 shares; 2024Q4: 11,974 shares; 2025Q1: 12,094 shares; 2025Q2: 12,218 shares; 2025Q3: 11,842 shares; 2025Q4: not loaded; 2026Q1: 14,117 shares; 2026Q2: 12,257 shares 12,257 $249K 0.03% -1,860 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,804 shares; 2025Q1: 2,807 shares; 2025Q2: 2,825 shares; 2025Q3: 2,844 shares; 2025Q4: not loaded; 2026Q1: 3,014 shares; 2026Q2: 3,036 shares 3,036 $246K 0.03% +22 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,488 shares; 2024Q4: not reported; 2025Q1: 7,814 shares; 2025Q2: 7,938 shares; 2025Q3: 7,451 shares; 2025Q4: not loaded; 2026Q1: 6,898 shares; 2026Q2: 6,959 shares 6,959 $240K 0.03% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 725 shares 725 $239K 0.03% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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 loaded; 2026Q1: not reported; 2026Q2: 387 shares 387 $239K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 925 shares; 2025Q1: 921 shares; 2025Q2: 883 shares; 2025Q3: 537 shares; 2025Q4: not loaded; 2026Q1: 595 shares; 2026Q2: 593 shares 593 $236K 0.03% -2 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: 903 shares; 2025Q3: 901 shares; 2025Q4: not loaded; 2026Q1: 908 shares; 2026Q2: 948 shares 948 $235K 0.03% +40 Timeline PRF 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: not reported; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,030 shares; 2025Q4: not loaded; 2026Q1: 4,330 shares; 2026Q2: 4,330 shares 4,330 $234K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 8,402 shares 8,402 $233K 0.03% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,335 shares; 2024Q4: 29,335 shares; 2025Q1: 29,335 shares; 2025Q2: 29,335 shares; 2025Q3: 29,335 shares; 2025Q4: not loaded; 2026Q1: 14,595 shares; 2026Q2: 14,595 shares 14,595 $232K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 841 shares; 2026Q2: 906 shares 906 $232K 0.03% +65 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: not loaded; 2026Q1: not reported; 2026Q2: 2,256 shares 2,256 $229K 0.03% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,035 shares; 2025Q3: 5,035 shares; 2025Q4: not loaded; 2026Q1: 4,345 shares; 2026Q2: 4,345 shares 4,345 $227K 0.03% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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 loaded; 2026Q1: 8,983 shares; 2026Q2: 6,849 shares 6,849 $226K 0.03% -2,134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 12,973 shares; 2026Q2: 4,413 shares 4,413 $223K 0.03% -8,560 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,335 shares; 2026Q2: 6,125 shares 6,125 $223K 0.03% -2,210 Timeline IYY 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 loaded; 2026Q1: not reported; 2026Q2: 1,220 shares 1,220 $222K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP 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 loaded; 2026Q1: not reported; 2026Q2: 3,947 shares 3,947 $222K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,368 shares 1,368 $222K 0.03% new Timeline LRGF 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: 2,926 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,926 shares 2,926 $221K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 9,439 shares 9,439 $221K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,698 shares; 2026Q2: 3,812 shares 3,812 $220K 0.03% +114 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,258 shares; 2024Q4: 6,894 shares; 2025Q1: 6,894 shares; 2025Q2: 5,728 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 5,287 shares 5,287 $220K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,346 shares 2,346 $220K 0.03% new 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: not reported; 2025Q3: 2,556 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 3,025 shares 3,025 $218K 0.03% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 805 shares; 2026Q2: 768 shares 768 $218K 0.03% -37 Timeline PVL PERMIANVILLE RTY TR More: the full row for PERMIANVILLE RTY 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 loaded; 2026Q1: not reported; 2026Q2: 128,000 shares 128,000 $216K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,219 shares; 2026Q2: 1,229 shares 1,229 $214K 0.02% +10 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $213K 0.02% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD 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 loaded; 2026Q1: 3,354 shares; 2026Q2: 3,354 shares 3,354 $211K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,932 shares 2,932 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,161 shares; 2026Q2: 3,949 shares 3,949 $210K 0.02% -212 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,075 shares 2,075 $208K 0.02% new 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: not loaded; 2026Q1: not reported; 2026Q2: 5,986 shares 5,986 $207K 0.02% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 106 shares 106 $207K 0.02% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 5,044 shares 5,044 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,485 shares 1,485 $204K 0.02% new 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: 605 shares; 2024Q4: 764 shares; 2025Q1: 767 shares; 2025Q2: 789 shares; 2025Q3: 778 shares; 2025Q4: not loaded; 2026Q1: 693 shares; 2026Q2: 405 shares 405 $203K 0.02% -288 Timeline DDEC 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: not loaded; 2026Q1: not reported; 2026Q2: 4,271 shares 4,271 $202K 0.02% new Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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 loaded; 2026Q1: not reported; 2026Q2: 5,130 shares 5,130 $202K 0.02% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,814 shares; 2025Q2: 56,561 shares; 2025Q3: 57,357 shares; 2025Q4: not loaded; 2026Q1: 17,143 shares; 2026Q2: 17,641 shares 17,641 $186K 0.02% +498 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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 loaded; 2026Q1: 21,937 shares; 2026Q2: 20,937 shares 20,937 $183K 0.02% -1,000 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES 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 loaded; 2026Q1: 67,450 shares; 2026Q2: 65,050 shares 65,050 $168K 0.02% -2,400 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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 loaded; 2026Q1: 15,100 shares; 2026Q2: 10,950 shares 10,950 $146K 0.02% -4,150 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,290 shares; 2024Q4: 13,290 shares; 2025Q1: 13,290 shares; 2025Q2: 13,290 shares; 2025Q3: 12,540 shares; 2025Q4: not loaded; 2026Q1: 10,440 shares; 2026Q2: 10,440 shares 10,440 $133K 0.02% 0 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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 loaded; 2026Q1: not reported; 2026Q2: 37,600 shares 37,600 $116K 0.01% new Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,234 shares; 2024Q4: 17,234 shares; 2025Q1: 17,234 shares; 2025Q2: 17,234 shares; 2025Q3: 17,234 shares; 2025Q4: not loaded; 2026Q1: 17,234 shares; 2026Q2: 17,234 shares 17,234 $106K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,553 shares; 2024Q4: 33,514 shares; 2025Q1: 33,083 shares; 2025Q2: 38,778 shares; 2025Q3: 34,652 shares; 2025Q4: not loaded; 2026Q1: 24,945 shares; 2026Q2: 19,905 shares 19,905 $99.3K 0.01% -5,040 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,879 shares; 2025Q2: 60,642 shares; 2025Q3: 59,179 shares; 2025Q4: not loaded; 2026Q1: 74,893 shares; 2026Q2: 51,103 shares 51,103 $89.4K 0.01% -23,790 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,622 shares; 2024Q4: 15,622 shares; 2025Q1: 15,622 shares; 2025Q2: 15,622 shares; 2025Q3: 14,372 shares; 2025Q4: not loaded; 2026Q1: 14,372 shares; 2026Q2: 14,372 shares 14,372 $63.7K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,410 shares; 2024Q4: 12,410 shares; 2025Q1: 12,410 shares; 2025Q2: 12,410 shares; 2025Q3: 11,710 shares; 2025Q4: not loaded; 2026Q1: 11,700 shares; 2026Q2: 11,700 shares 11,700 $57.2K 0.01% 0 Timeline FTEK FUEL TECH INC More: the full row for FUEL TECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,600 shares; 2024Q4: 11,850 shares; 2025Q1: 11,850 shares; 2025Q2: 11,850 shares; 2025Q3: 14,160 shares; 2025Q4: not loaded; 2026Q1: 14,160 shares; 2026Q2: 20,160 shares 20,160 $44.6K 0.01% +6,000 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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 loaded; 2026Q1: 11,050 shares; 2026Q2: 11,050 shares 11,050 $28.6K <0.01% 0 Timeline