OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,763,651 shares; 2025Q1: 3,515,563 shares; 2025Q2: 4,207,814 shares; 2025Q3: 2,917,550 shares; 2025Q4: 4,891,537 shares; 2026Q1: 5,524,960 shares; 2026Q2: 5,625,523 shares 5,625,523 $128M 6.11% +100,563 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,986,192 shares; 2025Q1: 2,072,304 shares; 2025Q2: 2,193,670 shares; 2025Q3: 1,395,907 shares; 2025Q4: 2,342,178 shares; 2026Q1: 2,550,985 shares; 2026Q2: 2,662,525 shares 2,662,525 $127M 6.09% +111,540 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,128,265 shares; 2025Q1: 2,149,278 shares; 2025Q2: 2,273,667 shares; 2025Q3: 1,251,783 shares; 2025Q4: 2,545,390 shares; 2026Q1: 2,835,799 shares; 2026Q2: 2,879,184 shares 2,879,184 $118M 5.65% +43,385 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: not reported; 2024Q4: 126,361 shares; 2025Q1: 242,032 shares; 2025Q2: 129,468 shares; 2025Q3: 22,851 shares; 2025Q4: 24,836 shares; 2026Q1: 179,503 shares; 2026Q2: 167,582 shares 167,582 $115M 5.5% -11,921 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,071,126 shares; 2025Q1: 1,085,139 shares; 2025Q2: 1,103,488 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010,637 shares; 2026Q2: 1,014,191 shares 1,014,191 $89.1M 4.26% +3,554 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 235,110 shares; 2025Q1: 241,789 shares; 2025Q2: 281,338 shares; 2025Q3: 119,613 shares; 2025Q4: 102,526 shares; 2026Q1: 285,074 shares; 2026Q2: 292,463 shares 292,463 $83.7M 4% +7,389 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 552,577 shares; 2025Q1: 633,354 shares; 2025Q2: 723,700 shares; 2025Q3: 695,772 shares; 2025Q4: 1,470,256 shares; 2026Q1: 1,604,453 shares; 2026Q2: 1,706,630 shares 1,706,630 $61.3M 2.93% +102,177 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 817,693 shares; 2025Q1: 627,207 shares; 2025Q2: 760,975 shares; 2025Q3: 574,740 shares; 2025Q4: 861,297 shares; 2026Q1: 880,963 shares; 2026Q2: 851,460 shares 851,460 $42.5M 2.03% -29,503 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 258,814 shares; 2025Q1: 268,567 shares; 2025Q2: 315,582 shares; 2025Q3: 84,428 shares; 2025Q4: 94,614 shares; 2026Q1: 776,568 shares; 2026Q2: 793,784 shares 793,784 $39.7M 1.9% +17,216 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: not reported; 2024Q4: 766,967 shares; 2025Q1: 771,935 shares; 2025Q2: 782,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708,441 shares; 2026Q2: 712,465 shares 712,465 $35.9M 1.72% +4,024 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 590,756 shares; 2025Q1: 707,844 shares; 2025Q2: 900,997 shares; 2025Q3: 680,403 shares; 2025Q4: 1,071,356 shares; 2026Q1: 968,737 shares; 2026Q2: 1,046,436 shares 1,046,436 $34.4M 1.64% +77,699 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 139,538 shares; 2025Q1: 280,412 shares; 2025Q2: 185,958 shares; 2025Q3: 41,369 shares; 2025Q4: 43,140 shares; 2026Q1: 317,132 shares; 2026Q2: 335,307 shares 335,307 $28.7M 1.37% +18,175 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: 67,746 shares; 2024Q4: 110,989 shares; 2025Q1: 123,445 shares; 2025Q2: 131,961 shares; 2025Q3: 108,263 shares; 2025Q4: 112,202 shares; 2026Q1: 137,461 shares; 2026Q2: 141,845 shares 141,845 $28.4M 1.36% +4,384 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 433,993 shares; 2025Q1: 426,508 shares; 2025Q2: 434,356 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386,070 shares; 2026Q2: 385,267 shares 385,267 $26M 1.24% -803 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: 35,190 shares; 2024Q4: 65,788 shares; 2025Q1: 149,424 shares; 2025Q2: 83,049 shares; 2025Q3: 66,575 shares; 2025Q4: 66,225 shares; 2026Q1: 84,386 shares; 2026Q2: 86,792 shares 86,792 $25.1M 1.2% +2,406 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: 250,310 shares; 2025Q1: 250,828 shares; 2025Q2: 120,521 shares; 2025Q3: 52,659 shares; 2025Q4: 97,906 shares; 2026Q1: 241,067 shares; 2026Q2: 281,539 shares 281,539 $22.2M 1.06% +40,472 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: not reported; 2024Q4: 49,091 shares; 2025Q1: 98,952 shares; 2025Q2: 49,102 shares; 2025Q3: 12,807 shares; 2025Q4: 12,973 shares; 2026Q1: 72,707 shares; 2026Q2: 71,522 shares 71,522 $21.7M 1.04% -1,185 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: 39,199 shares; 2025Q1: 82,998 shares; 2025Q2: 66,691 shares; 2025Q3: 58,425 shares; 2025Q4: 66,482 shares; 2026Q1: 240,334 shares; 2026Q2: 293,579 shares 293,579 $21.6M 1.03% +53,245 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 99,644 shares; 2025Q1: 99,167 shares; 2025Q2: 158,185 shares; 2025Q3: 89,852 shares; 2025Q4: 132,010 shares; 2026Q1: 582,994 shares; 2026Q2: 551,263 shares 551,263 $21M 1.01% -31,731 Timeline IBTG 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: 225,306 shares; 2025Q1: 230,311 shares; 2025Q2: 490,666 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 906,070 shares; 2026Q2: 911,609 shares 911,609 $20.9M 1% +5,539 Timeline IBTH 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: 196,022 shares; 2025Q1: 204,886 shares; 2025Q2: 489,138 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813,004 shares; 2026Q2: 828,598 shares 828,598 $18.5M 0.89% +15,594 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,646 shares; 2024Q4: 31,987 shares; 2025Q1: 64,490 shares; 2025Q2: 34,497 shares; 2025Q3: 25,093 shares; 2025Q4: 26,224 shares; 2026Q1: 35,577 shares; 2026Q2: 35,393 shares 35,393 $17.7M 0.85% -184 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755,760 shares; 2026Q2: 775,624 shares 775,624 $17.2M 0.82% +19,864 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: 38,609 shares; 2025Q1: 35,443 shares; 2025Q2: 35,545 shares; 2025Q3: 74,651 shares; 2025Q4: 117,012 shares; 2026Q1: 160,173 shares; 2026Q2: 201,165 shares 201,165 $16.6M 0.79% +40,992 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 302,947 shares; 2025Q1: 580,966 shares; 2025Q2: 293,593 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297,832 shares; 2026Q2: 363,095 shares 363,095 $16.5M 0.79% +65,263 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: not reported; 2024Q4: 286,910 shares; 2025Q1: 293,465 shares; 2025Q2: 300,777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,293 shares; 2026Q2: 271,992 shares 271,992 $15.7M 0.75% -2,301 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: not reported; 2024Q4: 43,730 shares; 2025Q1: 85,950 shares; 2025Q2: 44,751 shares; 2025Q3: 40,258 shares; 2025Q4: 41,341 shares; 2026Q1: 42,003 shares; 2026Q2: 41,409 shares 41,409 $15.3M 0.73% -594 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: 11,171 shares; 2024Q4: 11,976 shares; 2025Q1: 25,710 shares; 2025Q2: 13,767 shares; 2025Q3: 3,438 shares; 2025Q4: 3,119 shares; 2026Q1: 14,025 shares; 2026Q2: 14,029 shares 14,029 $14.9M 0.71% +4 Timeline VGIT 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: 469,048 shares; 2025Q1: 312,866 shares; 2025Q2: 405,381 shares; 2025Q3: 186,952 shares; 2025Q4: 332,737 shares; 2026Q1: 411,482 shares; 2026Q2: 250,582 shares 250,582 $14.8M 0.71% -160,900 Timeline BSV 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: 114,475 shares; 2025Q1: 232,610 shares; 2025Q2: 116,781 shares; 2025Q3: 114,576 shares; 2025Q4: 98,452 shares; 2026Q1: 193,117 shares; 2026Q2: 185,661 shares 185,661 $14.5M 0.69% -7,456 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 255,555 shares; 2025Q2: 255,175 shares; 2025Q3: 143,488 shares; 2025Q4: 196,453 shares; 2026Q1: 330,926 shares; 2026Q2: 295,002 shares 295,002 $13.5M 0.65% -35,924 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 474,566 shares; 2025Q1: 441,956 shares; 2025Q2: 305,387 shares; 2025Q3: 577,358 shares; 2025Q4: 638,917 shares; 2026Q1: 663,927 shares; 2026Q2: 548,881 shares 548,881 $13M 0.62% -115,046 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: 15,775 shares; 2024Q4: 25,232 shares; 2025Q1: 52,284 shares; 2025Q2: 28,419 shares; 2025Q3: 16,994 shares; 2025Q4: 18,711 shares; 2026Q1: 31,269 shares; 2026Q2: 33,166 shares 33,166 $12.4M 0.59% +1,897 Timeline SCHP 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: 144,819 shares; 2025Q1: 297,180 shares; 2025Q2: 157,909 shares; 2025Q3: 203,309 shares; 2025Q4: 254,591 shares; 2026Q1: 374,388 shares; 2026Q2: 399,721 shares 399,721 $10.6M 0.51% +25,333 Timeline VMBS 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: 98,886 shares; 2025Q1: 99,595 shares; 2025Q2: 101,870 shares; 2025Q3: 210,884 shares; 2025Q4: 210,469 shares; 2026Q1: 217,380 shares; 2026Q2: 225,706 shares 225,706 $10.6M 0.51% +8,326 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,869 shares; 2025Q4: 133,546 shares; 2026Q1: 151,597 shares; 2026Q2: 194,006 shares 194,006 $10.3M 0.49% +42,409 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: 17,508 shares; 2024Q4: 27,935 shares; 2025Q1: 64,738 shares; 2025Q2: 35,296 shares; 2025Q3: 24,684 shares; 2025Q4: 28,550 shares; 2026Q1: 40,419 shares; 2026Q2: 42,756 shares 42,756 $10.2M 0.49% +2,337 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,497 shares; 2024Q4: 19,072 shares; 2025Q1: 21,752 shares; 2025Q2: 24,237 shares; 2025Q3: 16,956 shares; 2025Q4: 18,957 shares; 2026Q1: 28,557 shares; 2026Q2: 28,470 shares 28,470 $10.2M 0.49% -87 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: not reported; 2024Q4: 214,948 shares; 2025Q1: 215,454 shares; 2025Q2: 218,849 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,155 shares; 2026Q2: 195,981 shares 195,981 $10.1M 0.49% +826 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: not reported; 2024Q4: 33,100 shares; 2025Q1: 66,268 shares; 2025Q2: 31,308 shares; 2025Q3: 24,545 shares; 2025Q4: 25,281 shares; 2026Q1: 30,116 shares; 2026Q2: 122,741 shares 122,741 $9.89M 0.47% +92,625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,491 shares; 2026Q2: 62,954 shares 62,954 $9.88M 0.47% +13,463 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 246,125 shares; 2025Q1: 269,160 shares; 2025Q2: 264,932 shares; 2025Q3: 134,588 shares; 2025Q4: 416,248 shares; 2026Q1: 502,515 shares; 2026Q2: 540,765 shares 540,765 $9.34M 0.45% +38,250 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 144,302 shares; 2025Q1: 195,386 shares; 2025Q2: 163,914 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,455 shares; 2026Q2: 217,803 shares 217,803 $9.22M 0.44% -10,652 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,685 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 417,876 shares 417,876 $8.68M 0.42% new 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: not reported; 2024Q4: 51,064 shares; 2025Q1: 102,630 shares; 2025Q2: 52,188 shares; 2025Q3: 6,061 shares; 2025Q4: 6,658 shares; 2026Q1: 52,866 shares; 2026Q2: 51,918 shares 51,918 $8.2M 0.39% -948 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: not reported; 2024Q4: 10,788 shares; 2025Q1: 10,457 shares; 2025Q2: 9,617 shares; 2025Q3: 6,989 shares; 2025Q4: 9,092 shares; 2026Q1: 10,437 shares; 2026Q2: 10,777 shares 10,777 $8.05M 0.38% +340 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: 13,901 shares; 2025Q1: 11,498 shares; 2025Q2: 23,774 shares; 2025Q3: 19,781 shares; 2025Q4: 19,115 shares; 2026Q1: 22,737 shares; 2026Q2: 21,816 shares 21,816 $8.04M 0.38% -921 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 134,309 shares; 2025Q1: 134,738 shares; 2025Q2: 145,304 shares; 2025Q3: 214,160 shares; 2025Q4: 162,248 shares; 2026Q1: 173,189 shares; 2026Q2: 180,940 shares 180,940 $7.91M 0.38% +7,751 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 98,242 shares; 2025Q4: 241,243 shares; 2026Q1: 266,091 shares; 2026Q2: 282,794 shares 282,794 $7.9M 0.38% +16,703 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: not reported; 2024Q4: 392,555 shares; 2025Q1: 397,269 shares; 2025Q2: 387,456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305,416 shares; 2026Q2: 305,674 shares 305,674 $7.8M 0.37% +258 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: not reported; 2024Q4: 176,170 shares; 2025Q1: 374,270 shares; 2025Q2: 189,034 shares; 2025Q3: 208,955 shares; 2025Q4: 226,925 shares; 2026Q1: 251,465 shares; 2026Q2: 267,959 shares 267,959 $7.76M 0.37% +16,494 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: 5,322 shares; 2024Q4: 8,181 shares; 2025Q1: 9,071 shares; 2025Q2: 15,094 shares; 2025Q3: 10,943 shares; 2025Q4: 12,993 shares; 2026Q1: 15,375 shares; 2026Q2: 18,418 shares 18,418 $7.75M 0.37% +3,043 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 98,782 shares; 2025Q1: 210,176 shares; 2025Q2: 118,632 shares; 2025Q3: 133,612 shares; 2025Q4: 140,188 shares; 2026Q1: 150,978 shares; 2026Q2: 160,784 shares 160,784 $7.71M 0.37% +9,806 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: not reported; 2024Q4: 163,711 shares; 2025Q1: 336,810 shares; 2025Q2: 170,354 shares; 2025Q3: 175,992 shares; 2025Q4: 186,471 shares; 2026Q1: 192,056 shares; 2026Q2: 192,278 shares 192,278 $7.09M 0.34% +222 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84,480 shares; 2025Q1: 83,901 shares; 2025Q2: 125,995 shares; 2025Q3: 106,328 shares; 2025Q4: 104,819 shares; 2026Q1: 120,656 shares; 2026Q2: 120,212 shares 120,212 $6.96M 0.33% -444 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,102 shares; 2025Q1: 37,866 shares; 2025Q2: 19,990 shares; 2025Q3: 996 shares; 2025Q4: 991 shares; 2026Q1: 20,207 shares; 2026Q2: 19,871 shares 19,871 $6.83M 0.33% -336 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: 17,008 shares; 2024Q4: 19,172 shares; 2025Q1: 20,105 shares; 2025Q2: 21,321 shares; 2025Q3: 7,891 shares; 2025Q4: 8,802 shares; 2026Q1: 20,698 shares; 2026Q2: 20,326 shares 20,326 $6.65M 0.32% -372 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: not reported; 2024Q4: 8,218 shares; 2025Q1: 21,192 shares; 2025Q2: 12,994 shares; 2025Q3: 13,042 shares; 2025Q4: 14,476 shares; 2026Q1: 17,551 shares; 2026Q2: 17,632 shares 17,632 $6.45M 0.31% +81 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: 42,371 shares; 2025Q1: 45,468 shares; 2025Q2: 145,412 shares; 2025Q3: 125,841 shares; 2025Q4: 163,504 shares; 2026Q1: 179,159 shares; 2026Q2: 186,280 shares 186,280 $6.3M 0.3% +7,121 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: 290,456 shares; 2025Q1: 619,350 shares; 2025Q2: 248,774 shares; 2025Q3: 244,547 shares; 2025Q4: 249,752 shares; 2026Q1: 230,374 shares; 2026Q2: 226,059 shares 226,059 $6.26M 0.3% -4,315 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,283 shares; 2025Q1: 51,454 shares; 2025Q2: 26,115 shares; 2025Q3: 6,835 shares; 2025Q4: 7,134 shares; 2026Q1: 26,272 shares; 2026Q2: 26,441 shares 26,441 $6.26M 0.3% +169 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: 5,216 shares; 2025Q1: 13,510 shares; 2025Q2: 9,494 shares; 2025Q3: 9,924 shares; 2025Q4: 11,189 shares; 2026Q1: 14,192 shares; 2026Q2: 71,969 shares 71,969 $6.2M 0.3% +57,777 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: not reported; 2025Q1: not reported; 2025Q2: 124,491 shares; 2025Q3: 137,061 shares; 2025Q4: 144,180 shares; 2026Q1: 163,711 shares; 2026Q2: 175,530 shares 175,530 $6.11M 0.29% +11,819 Timeline GVI 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: 53,245 shares; 2025Q1: 107,142 shares; 2025Q2: 53,868 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,939 shares; 2026Q2: 57,582 shares 57,582 $6.11M 0.29% +643 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: not reported; 2024Q4: 61,665 shares; 2025Q1: 124,870 shares; 2025Q2: 64,851 shares; 2025Q3: 38,349 shares; 2025Q4: 39,529 shares; 2026Q1: 76,961 shares; 2026Q2: 77,028 shares 77,028 $5.49M 0.26% +67 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: not reported; 2024Q4: 12,302 shares; 2025Q1: 29,660 shares; 2025Q2: 17,489 shares; 2025Q3: 18,442 shares; 2025Q4: 20,713 shares; 2026Q1: 31,222 shares; 2026Q2: 24,015 shares 24,015 $5.23M 0.25% -7,207 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: 1,716 shares; 2024Q4: 4,798 shares; 2025Q1: 10,428 shares; 2025Q2: 5,272 shares; 2025Q3: 3,786 shares; 2025Q4: 4,304 shares; 2026Q1: 4,715 shares; 2026Q2: 4,312 shares 4,312 $5.17M 0.25% -403 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 5,150 shares; 2025Q1: 10,540 shares; 2025Q2: 6,302 shares; 2025Q3: 2,977 shares; 2025Q4: 6,260 shares; 2026Q1: 7,799 shares; 2026Q2: 8,863 shares 8,863 $5.15M 0.25% +1,064 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 723 shares; 2025Q1: 695 shares; 2025Q2: 903 shares; 2025Q3: 1,289 shares; 2025Q4: 1,701 shares; 2026Q1: 1,647 shares; 2026Q2: 60,144 shares 60,144 $4.97M 0.24% +58,497 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 75,071 shares; 2025Q3: 53,532 shares; 2025Q4: 127,451 shares; 2026Q1: 142,462 shares; 2026Q2: 165,617 shares 165,617 $4.92M 0.24% +23,155 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: 6,225 shares; 2025Q1: 7,249 shares; 2025Q2: not reported; 2025Q3: 28,464 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,425 shares 30,425 $4.91M 0.24% new Timeline BOND 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: 34,525 shares; 2025Q1: 24,346 shares; 2025Q2: 6,831 shares; 2025Q3: 6,509 shares; 2025Q4: 6,348 shares; 2026Q1: 46,192 shares; 2026Q2: 53,012 shares 53,012 $4.89M 0.23% +6,820 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,440 shares; 2025Q3: 87,303 shares; 2025Q4: 95,325 shares; 2026Q1: 95,344 shares; 2026Q2: 96,038 shares 96,038 $4.77M 0.23% +694 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,903 shares; 2025Q3: 15,767 shares; 2025Q4: 16,299 shares; 2026Q1: 15,498 shares; 2026Q2: 15,629 shares 15,629 $4.66M 0.22% +131 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,037 shares; 2024Q4: 123,286 shares; 2025Q1: 247,024 shares; 2025Q2: 146,142 shares; 2025Q3: 136,069 shares; 2025Q4: 136,069 shares; 2026Q1: 95,331 shares; 2026Q2: 97,810 shares 97,810 $4.27M 0.2% +2,479 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: 1,958 shares; 2024Q4: 3,162 shares; 2025Q1: 6,972 shares; 2025Q2: 3,238 shares; 2025Q3: 3,218 shares; 2025Q4: 2,529 shares; 2026Q1: 3,618 shares; 2026Q2: 3,677 shares 3,677 $4.24M 0.2% +59 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: 5,645 shares; 2024Q4: 8,597 shares; 2025Q1: 8,220 shares; 2025Q2: 9,913 shares; 2025Q3: 7,067 shares; 2025Q4: 8,735 shares; 2026Q1: 11,853 shares; 2026Q2: 11,998 shares 11,998 $4.24M 0.2% +145 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,137 shares 19,137 $4.19M 0.2% new Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,797 shares; 2026Q1: 133,148 shares; 2026Q2: 145,632 shares 145,632 $4.18M 0.2% +12,484 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: 37,154 shares; 2025Q1: 134,837 shares; 2025Q2: 104,656 shares; 2025Q3: 105,582 shares; 2025Q4: 107,725 shares; 2026Q1: 123,067 shares; 2026Q2: 151,048 shares 151,048 $4.13M 0.2% +27,981 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: 2,266 shares; 2024Q4: 2,571 shares; 2025Q1: 5,362 shares; 2025Q2: 2,666 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,064 shares; 2026Q2: 38,335 shares 38,335 $4.12M 0.2% +36,271 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: 1,298 shares; 2024Q4: 3,437 shares; 2025Q1: 4,151 shares; 2025Q2: 4,211 shares; 2025Q3: 3,494 shares; 2025Q4: 3,585 shares; 2026Q1: 4,349 shares; 2026Q2: 4,344 shares 4,344 $4.06M 0.19% -5 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: not reported; 2024Q4: 49,832 shares; 2025Q1: 112,482 shares; 2025Q2: 60,660 shares; 2025Q3: 42,740 shares; 2025Q4: 58,952 shares; 2026Q1: 117,275 shares; 2026Q2: 128,017 shares 128,017 $4.06M 0.19% +10,742 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: not reported; 2024Q4: 5,678 shares; 2025Q1: 2,316 shares; 2025Q2: 2,955 shares; 2025Q3: 3,441 shares; 2025Q4: 3,993 shares; 2026Q1: 5,361 shares; 2026Q2: 5,465 shares 5,465 $4.02M 0.19% +104 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,550 shares; 2025Q1: 59,924 shares; 2025Q2: 50,986 shares; 2025Q3: 46,976 shares; 2025Q4: 71,711 shares; 2026Q1: 91,893 shares; 2026Q2: 136,663 shares 136,663 $4.01M 0.19% +44,770 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,889 shares; 2025Q1: 4,417 shares; 2025Q2: 2,995 shares; 2025Q3: 2,635 shares; 2025Q4: 2,693 shares; 2026Q1: 2,577 shares; 2026Q2: 6,053 shares 6,053 $3.97M 0.19% +3,476 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,742 shares; 2025Q1: 22,069 shares; 2025Q2: 21,918 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,797 shares 40,797 $3.83M 0.18% new 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: not reported; 2024Q4: 8,201 shares; 2025Q1: 8,202 shares; 2025Q2: 8,358 shares; 2025Q3: 1,281 shares; 2025Q4: 4,557 shares; 2026Q1: 20,359 shares; 2026Q2: 19,716 shares 19,716 $3.76M 0.18% -643 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: not reported; 2024Q4: 22,908 shares; 2025Q1: 20,208 shares; 2025Q2: 37,950 shares; 2025Q3: 37,537 shares; 2025Q4: 40,865 shares; 2026Q1: 44,049 shares; 2026Q2: 44,065 shares 44,065 $3.65M 0.17% +16 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: 19,092 shares; 2024Q4: 25,879 shares; 2025Q1: 53,550 shares; 2025Q2: 28,346 shares; 2025Q3: 19,163 shares; 2025Q4: 19,282 shares; 2026Q1: 27,620 shares; 2026Q2: 24,825 shares 24,825 $3.64M 0.17% -2,795 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: 3,012 shares; 2025Q2: 2,835 shares; 2025Q3: 2,381 shares; 2025Q4: 2,183 shares; 2026Q1: 4,370 shares; 2026Q2: 4,653 shares 4,653 $3.48M 0.17% +283 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,639 shares; 2025Q3: 10,281 shares; 2025Q4: 10,292 shares; 2026Q1: 8,992 shares; 2026Q2: 8,772 shares 8,772 $3.46M 0.17% -220 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: not reported; 2025Q1: not reported; 2025Q2: 32,991 shares; 2025Q3: 34,334 shares; 2025Q4: 32,948 shares; 2026Q1: 36,339 shares; 2026Q2: 38,730 shares 38,730 $3.45M 0.16% +2,391 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,216 shares; 2025Q1: 64,486 shares; 2025Q2: 27,570 shares; 2025Q3: 12,522 shares; 2025Q4: 16,683 shares; 2026Q1: 33,877 shares; 2026Q2: 35,230 shares 35,230 $3.4M 0.16% +1,353 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: 9,513 shares; 2024Q4: 12,169 shares; 2025Q1: 27,034 shares; 2025Q2: 13,853 shares; 2025Q3: 8,238 shares; 2025Q4: 8,046 shares; 2026Q1: 13,263 shares; 2026Q2: 13,352 shares 13,352 $3.39M 0.16% +89 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 127,333 shares; 2025Q1: 122,451 shares; 2025Q2: 132,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155,390 shares; 2026Q2: 139,089 shares 139,089 $3.27M 0.16% -16,301 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82,362 shares; 2025Q1: 155,414 shares; 2025Q2: 163,171 shares; 2025Q3: 169,797 shares; 2025Q4: 77,452 shares; 2026Q1: 82,311 shares; 2026Q2: 76,247 shares 76,247 $3.22M 0.15% -6,064 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 3,240 shares; 2025Q1: 5,204 shares; 2025Q2: 6,951 shares; 2025Q3: 5,493 shares; 2025Q4: 6,478 shares; 2026Q1: 8,565 shares; 2026Q2: 8,495 shares 8,495 $3.21M 0.15% -70 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: 8,782 shares; 2024Q4: 10,272 shares; 2025Q1: 11,204 shares; 2025Q2: 10,922 shares; 2025Q3: 8,280 shares; 2025Q4: 8,764 shares; 2026Q1: 12,633 shares; 2026Q2: 12,396 shares 12,396 $3.12M 0.15% -237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,844 shares; 2025Q4: 62,524 shares; 2026Q1: 62,636 shares; 2026Q2: 64,474 shares 64,474 $3.12M 0.15% +1,838 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 337 shares; 2025Q2: 1,048 shares; 2025Q3: 1,502 shares; 2025Q4: 1,569 shares; 2026Q1: 1,658 shares; 2026Q2: 1,534 shares 1,534 $3.05M 0.15% -124 Timeline WIP 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: 83,595 shares; 2025Q1: 88,128 shares; 2025Q2: 91,035 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,476 shares; 2026Q2: 76,834 shares 76,834 $3.03M 0.14% +4,358 Timeline TDIV 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: 27,430 shares; 2025Q1: 28,870 shares; 2025Q2: 28,278 shares; 2025Q3: 24,650 shares; 2025Q4: 23,909 shares; 2026Q1: 27,779 shares; 2026Q2: 26,240 shares 26,240 $3.01M 0.14% -1,539 Timeline AFMC 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: 8,321 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,402 shares 73,402 $3.01M 0.14% new Timeline XMMO 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: 20,703 shares; 2025Q1: 27,461 shares; 2025Q2: 19,851 shares; 2025Q3: 1,932 shares; 2025Q4: 1,836 shares; 2026Q1: 1,886 shares; 2026Q2: 17,650 shares 17,650 $3M 0.14% +15,764 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: not reported; 2024Q4: 64,421 shares; 2025Q1: 65,987 shares; 2025Q2: 71,743 shares; 2025Q3: 72,526 shares; 2025Q4: 72,427 shares; 2026Q1: 71,088 shares; 2026Q2: 62,274 shares 62,274 $3M 0.14% -8,814 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: 1,843 shares; 2025Q1: 9,706 shares; 2025Q2: 7,107 shares; 2025Q3: 6,278 shares; 2025Q4: 7,939 shares; 2026Q1: 12,139 shares; 2026Q2: 12,169 shares 12,169 $2.96M 0.14% +30 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77,718 shares; 2025Q1: 74,197 shares; 2025Q2: 75,055 shares; 2025Q3: 71,765 shares; 2025Q4: 66,922 shares; 2026Q1: 65,207 shares; 2026Q2: 69,410 shares 69,410 $2.93M 0.14% +4,203 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: 11,898 shares; 2024Q4: 14,537 shares; 2025Q1: 16,986 shares; 2025Q2: 18,778 shares; 2025Q3: 12,185 shares; 2025Q4: 14,834 shares; 2026Q1: 22,367 shares; 2026Q2: 20,617 shares 20,617 $2.82M 0.13% -1,750 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: not reported; 2024Q4: 118,755 shares; 2025Q1: 114,976 shares; 2025Q2: 110,682 shares; 2025Q3: 110,307 shares; 2025Q4: 111,685 shares; 2026Q1: 112,331 shares; 2026Q2: 119,487 shares 119,487 $2.76M 0.13% +7,156 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: 909 shares; 2024Q4: 1,995 shares; 2025Q1: 2,748 shares; 2025Q2: 3,403 shares; 2025Q3: 6,028 shares; 2025Q4: 6,016 shares; 2026Q1: 7,978 shares; 2026Q2: 8,031 shares 8,031 $2.74M 0.13% +53 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: 16,700 shares; 2024Q4: 28,799 shares; 2025Q1: 62,692 shares; 2025Q2: 25,229 shares; 2025Q3: 15,936 shares; 2025Q4: 17,929 shares; 2026Q1: 23,319 shares; 2026Q2: 23,350 shares 23,350 $2.64M 0.13% +31 Timeline IWV 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: 6,192 shares; 2025Q1: 6,192 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,197 shares; 2026Q1: 6,190 shares; 2026Q2: 6,190 shares 6,190 $2.64M 0.13% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,775 shares; 2025Q1: 27,437 shares; 2025Q2: 28,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,031 shares; 2026Q2: 28,456 shares 28,456 $2.58M 0.12% -575 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: 40,499 shares; 2025Q1: 31,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,811 shares; 2026Q2: 96,616 shares 96,616 $2.56M 0.12% +26,805 Timeline AFLG 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: 28,869 shares; 2025Q1: 46,500 shares; 2025Q2: 48,886 shares; 2025Q3: 50,365 shares; 2025Q4: 48,534 shares; 2026Q1: 59,293 shares; 2026Q2: 58,611 shares 58,611 $2.54M 0.12% -682 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: 3,906 shares; 2024Q4: 4,000 shares; 2025Q1: 8,022 shares; 2025Q2: 4,157 shares; 2025Q3: 1,160 shares; 2025Q4: 1,708 shares; 2026Q1: 5,134 shares; 2026Q2: 5,269 shares 5,269 $2.52M 0.12% +135 Timeline VOT 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: 3,700 shares; 2025Q1: 9,116 shares; 2025Q2: 4,915 shares; 2025Q3: 12,950 shares; 2025Q4: 6,862 shares; 2026Q1: 7,910 shares; 2026Q2: 8,116 shares 8,116 $2.49M 0.12% +206 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,511 shares; 2025Q1: 4,335 shares; 2025Q2: 14,653 shares; 2025Q3: 14,893 shares; 2025Q4: 15,731 shares; 2026Q1: 18,915 shares; 2026Q2: 18,087 shares 18,087 $2.45M 0.12% -828 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: 5,562 shares; 2025Q2: 17,133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,932 shares 18,932 $2.41M 0.12% new Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,898 shares 40,898 $2.36M 0.11% new 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: 1,813 shares; 2024Q4: 3,052 shares; 2025Q1: 3,810 shares; 2025Q2: 3,978 shares; 2025Q3: 3,757 shares; 2025Q4: 3,859 shares; 2026Q1: 4,525 shares; 2026Q2: 19,960 shares 19,960 $2.35M 0.11% +15,435 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: 6,448 shares; 2025Q3: 6,919 shares; 2025Q4: 7,081 shares; 2026Q1: 6,774 shares; 2026Q2: 6,995 shares 6,995 $2.34M 0.11% +221 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: 49,031 shares; 2025Q1: 50,788 shares; 2025Q2: 40,619 shares; 2025Q3: 43,397 shares; 2025Q4: 43,691 shares; 2026Q1: 42,786 shares; 2026Q2: 47,361 shares 47,361 $2.33M 0.11% +4,575 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,948 shares; 2025Q2: 22,758 shares; 2025Q3: 32,412 shares; 2025Q4: 63,969 shares; 2026Q1: 70,865 shares; 2026Q2: 76,144 shares 76,144 $2.33M 0.11% +5,279 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,459 shares 50,459 $2.33M 0.11% 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: 9,425 shares; 2025Q1: 40,599 shares; 2025Q2: 77,504 shares; 2025Q3: 72,918 shares; 2025Q4: 74,429 shares; 2026Q1: 91,936 shares; 2026Q2: 95,528 shares 95,528 $2.31M 0.11% +3,592 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,308 shares; 2024Q4: 8,005 shares; 2025Q1: 8,554 shares; 2025Q2: 7,840 shares; 2025Q3: 4,766 shares; 2025Q4: 5,242 shares; 2026Q1: 7,075 shares; 2026Q2: 6,631 shares 6,631 $2.27M 0.11% -444 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,273 shares; 2026Q2: 27,551 shares 27,551 $2.27M 0.11% +17,278 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: 19,952 shares; 2025Q1: 19,802 shares; 2025Q2: 28,879 shares; 2025Q3: 27,905 shares; 2025Q4: 30,564 shares; 2026Q1: 35,169 shares; 2026Q2: 46,359 shares 46,359 $2.25M 0.11% +11,190 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,382 shares; 2025Q1: 13,091 shares; 2025Q2: 26,213 shares; 2025Q3: 34,034 shares; 2025Q4: 32,972 shares; 2026Q1: 28,229 shares; 2026Q2: 26,819 shares 26,819 $2.17M 0.1% -1,410 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: 6,578 shares; 2025Q1: 16,388 shares; 2025Q2: 12,437 shares; 2025Q3: 12,474 shares; 2025Q4: 13,075 shares; 2026Q1: 12,461 shares; 2026Q2: 15,517 shares 15,517 $2.13M 0.1% +3,056 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,121 shares 23,121 $2.11M 0.1% new Timeline FTGS 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: 168,755 shares; 2025Q1: 153,344 shares; 2025Q2: 72,960 shares; 2025Q3: 56,485 shares; 2025Q4: 54,805 shares; 2026Q1: 55,717 shares; 2026Q2: 56,392 shares 56,392 $2.09M 0.1% +675 Timeline FLAX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,809 shares 55,809 $2.08M 0.1% new 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: 3,504 shares; 2024Q4: 6,014 shares; 2025Q1: 12,558 shares; 2025Q2: 6,469 shares; 2025Q3: 3,469 shares; 2025Q4: 3,820 shares; 2026Q1: 6,178 shares; 2026Q2: 5,826 shares 5,826 $2.05M 0.1% -352 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,755 shares; 2024Q4: 24,681 shares; 2025Q1: 48,948 shares; 2025Q2: 24,710 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,018 shares; 2026Q2: 22,625 shares 22,625 $2.04M 0.1% -2,393 Timeline TAXF 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: 33,913 shares; 2025Q1: 34,349 shares; 2025Q2: 27,024 shares; 2025Q3: 37,296 shares; 2025Q4: 36,667 shares; 2026Q1: 38,913 shares; 2026Q2: 39,738 shares 39,738 $2.02M 0.1% +825 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: not reported; 2024Q4: 34,714 shares; 2025Q1: 78,394 shares; 2025Q2: 34,555 shares; 2025Q3: 10,523 shares; 2025Q4: 12,622 shares; 2026Q1: 41,401 shares; 2026Q2: 39,619 shares 39,619 $1.99M 0.1% -1,782 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,576 shares; 2025Q1: 5,976 shares; 2025Q2: 2,995 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,119 shares; 2026Q2: 3,120 shares 3,120 $1.98M 0.09% +1 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: not reported; 2024Q4: 15,704 shares; 2025Q1: 17,972 shares; 2025Q2: 16,972 shares; 2025Q3: 2,361 shares; 2025Q4: 2,769 shares; 2026Q1: 17,032 shares; 2026Q2: 16,567 shares 16,567 $1.97M 0.09% -465 Timeline FTA 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: 20,331 shares; 2025Q1: 21,121 shares; 2025Q2: 22,354 shares; 2025Q3: 22,985 shares; 2025Q4: 22,170 shares; 2026Q1: 20,583 shares; 2026Q2: 20,349 shares 20,349 $1.97M 0.09% -234 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: 25,471 shares; 2024Q4: 28,796 shares; 2025Q1: 66,724 shares; 2025Q2: 37,807 shares; 2025Q3: 26,768 shares; 2025Q4: 26,500 shares; 2026Q1: 38,343 shares; 2026Q2: 34,325 shares 34,325 $1.96M 0.09% -4,018 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: 3,228 shares; 2024Q4: 4,800 shares; 2025Q1: 4,705 shares; 2025Q2: 4,452 shares; 2025Q3: 4,063 shares; 2025Q4: 4,347 shares; 2026Q1: 4,948 shares; 2026Q2: 4,686 shares 4,686 $1.95M 0.09% -262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,156 shares 26,156 $1.92M 0.09% new Timeline CLCV CROSSMARK ETF TRUST More: the full row for CROSSMARK 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: 41,863 shares; 2026Q1: 63,884 shares; 2026Q2: 63,654 shares 63,654 $1.91M 0.09% -230 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 677 shares; 2025Q2: 1,805 shares; 2025Q3: 1,402 shares; 2025Q4: 2,073 shares; 2026Q1: 2,095 shares; 2026Q2: 15,493 shares 15,493 $1.85M 0.09% +13,398 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: 9,867 shares; 2024Q4: 13,760 shares; 2025Q1: 15,742 shares; 2025Q2: 13,971 shares; 2025Q3: 7,309 shares; 2025Q4: 8,088 shares; 2026Q1: 14,671 shares; 2026Q2: 14,305 shares 14,305 $1.84M 0.09% -366 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,743 shares 27,743 $1.82M 0.09% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,403 shares; 2025Q1: 41,224 shares; 2025Q2: 28,891 shares; 2025Q3: 22,541 shares; 2025Q4: 22,954 shares; 2026Q1: 27,929 shares; 2026Q2: 30,060 shares 30,060 $1.82M 0.09% +2,131 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,037 shares; 2025Q1: 5,108 shares; 2025Q2: 4,486 shares; 2025Q3: 4,748 shares; 2025Q4: 4,914 shares; 2026Q1: 5,465 shares; 2026Q2: 6,298 shares 6,298 $1.8M 0.09% +833 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,038 shares; 2025Q4: 10,297 shares; 2026Q1: 15,735 shares; 2026Q2: 18,218 shares 18,218 $1.79M 0.09% +2,483 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,222 shares; 2025Q3: 2,626 shares; 2025Q4: 3,151 shares; 2026Q1: 3,153 shares; 2026Q2: 2,501 shares 2,501 $1.78M 0.09% -652 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: 23,923 shares; 2025Q3: 24,413 shares; 2025Q4: 28,234 shares; 2026Q1: 31,940 shares; 2026Q2: 32,466 shares 32,466 $1.73M 0.08% +526 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,864 shares; 2025Q2: 5,857 shares; 2025Q3: 3,927 shares; 2025Q4: 3,320 shares; 2026Q1: 4,791 shares; 2026Q2: 3,994 shares 3,994 $1.73M 0.08% -797 Timeline QTEC 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: 7,675 shares; 2025Q1: 8,534 shares; 2025Q2: 8,332 shares; 2025Q3: 8,442 shares; 2025Q4: 7,987 shares; 2026Q1: 8,423 shares; 2026Q2: 5,096 shares 5,096 $1.71M 0.08% -3,327 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: 519 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares; 2026Q2: 866 shares 866 $1.69M 0.08% -4 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: not reported; 2024Q4: 27,656 shares; 2025Q1: 31,753 shares; 2025Q2: 29,090 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,307 shares; 2026Q2: 27,821 shares 27,821 $1.69M 0.08% -1,486 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,013 shares; 2024Q4: 26,389 shares; 2025Q1: 49,874 shares; 2025Q2: 23,605 shares; 2025Q3: 10,758 shares; 2025Q4: 11,921 shares; 2026Q1: 21,307 shares; 2026Q2: 19,838 shares 19,838 $1.64M 0.08% -1,469 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,948 shares; 2025Q1: 33,629 shares; 2025Q2: 21,860 shares; 2025Q3: 20,867 shares; 2025Q4: 20,244 shares; 2026Q1: 25,822 shares; 2026Q2: 27,123 shares 27,123 $1.64M 0.08% +1,301 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: not reported; 2024Q4: 23,413 shares; 2025Q1: 41,928 shares; 2025Q2: 22,258 shares; 2025Q3: 20,339 shares; 2025Q4: 22,673 shares; 2026Q1: 26,701 shares; 2026Q2: 27,341 shares 27,341 $1.63M 0.08% +640 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: 44,323 shares; 2025Q1: 46,434 shares; 2025Q2: 50,812 shares; 2025Q3: 48,813 shares; 2025Q4: 48,610 shares; 2026Q1: 45,452 shares; 2026Q2: 44,908 shares 44,908 $1.62M 0.08% -544 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,343 shares; 2025Q1: 27,539 shares; 2025Q2: 27,278 shares; 2025Q3: 26,855 shares; 2025Q4: 25,017 shares; 2026Q1: 17,270 shares; 2026Q2: 17,122 shares 17,122 $1.62M 0.08% -148 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,674 shares; 2025Q1: 5,912 shares; 2025Q2: 15,172 shares; 2025Q3: 11,949 shares; 2025Q4: 16,572 shares; 2026Q1: 17,277 shares; 2026Q2: 17,817 shares 17,817 $1.6M 0.08% +540 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,811 shares; 2026Q2: 2,503 shares 2,503 $1.6M 0.08% -1,308 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,793 shares; 2025Q1: 38,717 shares; 2025Q2: 40,288 shares; 2025Q3: 40,217 shares; 2025Q4: 38,665 shares; 2026Q1: 47,884 shares; 2026Q2: 49,437 shares 49,437 $1.58M 0.08% +1,553 Timeline IGF 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: 19,810 shares; 2025Q1: 25,337 shares; 2025Q2: 18,215 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,839 shares; 2026Q2: 23,565 shares 23,565 $1.57M 0.08% -1,274 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: 3,859 shares; 2024Q4: 14,783 shares; 2025Q1: 13,809 shares; 2025Q2: 13,834 shares; 2025Q3: 11,901 shares; 2025Q4: 11,418 shares; 2026Q1: 13,680 shares; 2026Q2: 13,243 shares 13,243 $1.56M 0.07% -437 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: 5,081 shares; 2024Q4: 5,723 shares; 2025Q1: 6,380 shares; 2025Q2: 6,296 shares; 2025Q3: 3,778 shares; 2025Q4: 3,965 shares; 2026Q1: 8,345 shares; 2026Q2: 10,575 shares 10,575 $1.55M 0.07% +2,230 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 2,824 shares; 2025Q1: 2,800 shares; 2025Q2: 2,695 shares; 2025Q3: 1,465 shares; 2025Q4: 1,897 shares; 2026Q1: 2,971 shares; 2026Q2: 3,004 shares 3,004 $1.54M 0.07% +33 Timeline AGG 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: 6,061 shares; 2025Q1: 11,758 shares; 2025Q2: 9,537 shares; 2025Q3: 9,301 shares; 2025Q4: 4,865 shares; 2026Q1: 13,212 shares; 2026Q2: 15,386 shares 15,386 $1.52M 0.07% +2,174 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 10,741 shares; 2026Q1: 15,619 shares; 2026Q2: 18,478 shares 18,478 $1.52M 0.07% +2,859 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,920 shares; 2025Q1: 7,024 shares; 2025Q2: 7,203 shares; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 8,416 shares; 2026Q2: 8,164 shares 8,164 $1.51M 0.07% -252 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,691 shares; 2025Q1: 1,308 shares; 2025Q2: 1,474 shares; 2025Q3: 594 shares; 2025Q4: 903 shares; 2026Q1: 1,279 shares; 2026Q2: 1,252 shares 1,252 $1.47M 0.07% -27 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,745 shares; 2025Q3: 18,822 shares; 2025Q4: 18,974 shares; 2026Q1: 19,876 shares; 2026Q2: 25,142 shares 25,142 $1.47M 0.07% +5,266 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: 1,713 shares; 2024Q4: 2,386 shares; 2025Q1: 2,455 shares; 2025Q2: 2,756 shares; 2025Q3: 1,822 shares; 2025Q4: 1,521 shares; 2026Q1: 2,566 shares; 2026Q2: 2,601 shares 2,601 $1.47M 0.07% +35 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: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 1,642 shares; 2025Q3: 1,258 shares; 2025Q4: 1,300 shares; 2026Q1: 1,690 shares; 2026Q2: 2,005 shares 2,005 $1.45M 0.07% +315 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,358 shares; 2026Q2: 65,024 shares 65,024 $1.45M 0.07% -2,334 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: 14,990 shares; 2025Q1: 7,576 shares; 2025Q2: 4,487 shares; 2025Q3: 2,667 shares; 2025Q4: 9,533 shares; 2026Q1: 13,520 shares; 2026Q2: 13,445 shares 13,445 $1.45M 0.07% -75 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,504 shares; 2024Q4: 4,605 shares; 2025Q1: 9,460 shares; 2025Q2: 6,035 shares; 2025Q3: 2,881 shares; 2025Q4: 2,892 shares; 2026Q1: 6,031 shares; 2026Q2: 6,205 shares 6,205 $1.42M 0.07% +174 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,624 shares; 2025Q1: 59,062 shares; 2025Q2: 45,316 shares; 2025Q3: 48,307 shares; 2025Q4: 53,285 shares; 2026Q1: 56,858 shares; 2026Q2: 62,746 shares 62,746 $1.41M 0.07% +5,888 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,103 shares; 2025Q2: 24,085 shares; 2025Q3: 25,593 shares; 2025Q4: 36,712 shares; 2026Q1: 35,970 shares; 2026Q2: 34,004 shares 34,004 $1.4M 0.07% -1,966 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,343 shares; 2025Q1: 25,719 shares; 2025Q2: 23,435 shares; 2025Q3: 58,068 shares; 2025Q4: 24,709 shares; 2026Q1: 32,321 shares; 2026Q2: 32,363 shares 32,363 $1.4M 0.07% +42 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: 38,220 shares; 2025Q1: 61,920 shares; 2025Q2: 69,020 shares; 2025Q3: 69,676 shares; 2025Q4: 54,912 shares; 2026Q1: 55,623 shares; 2026Q2: 73,193 shares 73,193 $1.38M 0.07% +17,570 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: 3,311 shares; 2024Q4: 3,416 shares; 2025Q1: 5,790 shares; 2025Q2: 3,319 shares; 2025Q3: 1,209 shares; 2025Q4: 1,264 shares; 2026Q1: 3,036 shares; 2026Q2: 3,654 shares 3,654 $1.37M 0.07% +618 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: not reported; 2024Q4: 8,209 shares; 2025Q1: 8,379 shares; 2025Q2: 8,402 shares; 2025Q3: not reported; 2025Q4: 2,414 shares; 2026Q1: 9,451 shares; 2026Q2: 8,517 shares 8,517 $1.35M 0.06% -934 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: not reported; 2025Q1: not reported; 2025Q2: 62,381 shares; 2025Q3: 38,501 shares; 2025Q4: 39,628 shares; 2026Q1: 37,525 shares; 2026Q2: 37,920 shares 37,920 $1.35M 0.06% +395 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,613 shares; 2025Q3: 28,017 shares; 2025Q4: 28,223 shares; 2026Q1: 26,784 shares; 2026Q2: 25,571 shares 25,571 $1.34M 0.06% -1,213 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: 2,180 shares; 2024Q4: 3,218 shares; 2025Q1: 1,610 shares; 2025Q2: 1,551 shares; 2025Q3: 1,862 shares; 2025Q4: 2,155 shares; 2026Q1: 6,811 shares; 2026Q2: 6,914 shares 6,914 $1.31M 0.06% +103 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: not reported; 2024Q4: 9,813 shares; 2025Q1: 10,310 shares; 2025Q2: 9,911 shares; 2025Q3: not reported; 2025Q4: 4,419 shares; 2026Q1: 24,629 shares; 2026Q2: 24,487 shares 24,487 $1.31M 0.06% -142 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242 shares; 2024Q4: 1,503 shares; 2025Q1: 2,860 shares; 2025Q2: 1,081 shares; 2025Q3: 835 shares; 2025Q4: 889 shares; 2026Q1: 1,474 shares; 2026Q2: 1,330 shares 1,330 $1.3M 0.06% -144 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,683 shares; 2025Q1: 27,138 shares; 2025Q2: 27,018 shares; 2025Q3: 29,274 shares; 2025Q4: 30,972 shares; 2026Q1: 33,636 shares; 2026Q2: 35,210 shares 35,210 $1.29M 0.06% +1,574 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,511 shares; 2024Q4: 6,287 shares; 2025Q1: 5,392 shares; 2025Q2: 5,822 shares; 2025Q3: 953 shares; 2025Q4: 1,260 shares; 2026Q1: 5,916 shares; 2026Q2: 5,738 shares 5,738 $1.28M 0.06% -178 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,831 shares 4,831 $1.28M 0.06% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,779 shares; 2025Q1: 52,511 shares; 2025Q2: 51,509 shares; 2025Q3: 9,447 shares; 2025Q4: 26,412 shares; 2026Q1: 54,636 shares; 2026Q2: 38,114 shares 38,114 $1.27M 0.06% -16,522 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 385 shares; 2025Q3: 245 shares; 2025Q4: 392 shares; 2026Q1: 408 shares; 2026Q2: 4,183 shares 4,183 $1.26M 0.06% +3,775 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,026 shares; 2025Q4: 14,288 shares; 2026Q1: 17,939 shares; 2026Q2: 18,509 shares 18,509 $1.26M 0.06% +570 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467 shares; 2024Q4: 2,577 shares; 2025Q1: 6,290 shares; 2025Q2: 2,312 shares; 2025Q3: 1,933 shares; 2025Q4: 2,429 shares; 2026Q1: 2,743 shares; 2026Q2: 3,703 shares 3,703 $1.25M 0.06% +960 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 911 shares; 2026Q1: 556 shares; 2026Q2: 550 shares 550 $1.25M 0.06% -6 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: 18,731 shares; 2025Q1: 35,146 shares; 2025Q2: 17,857 shares; 2025Q3: 14,494 shares; 2025Q4: 14,301 shares; 2026Q1: 16,843 shares; 2026Q2: 14,776 shares 14,776 $1.24M 0.06% -2,067 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: 3,991 shares; 2025Q1: 8,074 shares; 2025Q2: 4,307 shares; 2025Q3: 3,691 shares; 2025Q4: 3,904 shares; 2026Q1: 4,576 shares; 2026Q2: 4,397 shares 4,397 $1.24M 0.06% -179 Timeline CLCG CROSSMARK ETF TRUST More: the full row for CROSSMARK 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: 32,247 shares; 2026Q1: 42,585 shares; 2026Q2: 42,445 shares 42,445 $1.23M 0.06% -140 Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750,375 shares 750,375 $1.22M 0.06% new 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: not reported; 2024Q4: 14,512 shares; 2025Q1: 31,230 shares; 2025Q2: 11,334 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,329 shares; 2026Q2: 11,076 shares 11,076 $1.21M 0.06% +747 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: 3,971 shares; 2024Q4: 5,551 shares; 2025Q1: 17,186 shares; 2025Q2: 15,656 shares; 2025Q3: 10,457 shares; 2025Q4: 10,874 shares; 2026Q1: 11,301 shares; 2026Q2: 7,150 shares 7,150 $1.19M 0.06% -4,151 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: 12,278 shares; 2024Q4: 12,185 shares; 2025Q1: 30,156 shares; 2025Q2: 14,700 shares; 2025Q3: 7,527 shares; 2025Q4: 8,168 shares; 2026Q1: 14,400 shares; 2026Q2: 14,382 shares 14,382 $1.17M 0.06% -18 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,466 shares; 2025Q2: 19,466 shares; 2025Q3: 24,305 shares; 2025Q4: 24,211 shares; 2026Q1: 23,082 shares; 2026Q2: 22,735 shares 22,735 $1.15M 0.05% -347 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: not reported; 2024Q4: 7,583 shares; 2025Q1: 14,470 shares; 2025Q2: 8,307 shares; 2025Q3: 7,992 shares; 2025Q4: 10,371 shares; 2026Q1: 15,345 shares; 2026Q2: 14,794 shares 14,794 $1.14M 0.05% -551 Timeline INDA 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: 6,783 shares; 2025Q1: 6,932 shares; 2025Q2: 7,017 shares; 2025Q3: 17,563 shares; 2025Q4: 20,916 shares; 2026Q1: 23,106 shares; 2026Q2: 23,032 shares 23,032 $1.14M 0.05% -74 Timeline FLOT 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: 28,004 shares; 2025Q1: 32,805 shares; 2025Q2: 21,974 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,180 shares; 2026Q2: 22,219 shares 22,219 $1.13M 0.05% +39 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: 753 shares; 2024Q4: 2,849 shares; 2025Q1: 6,894 shares; 2025Q2: 3,079 shares; 2025Q3: 2,489 shares; 2025Q4: 2,777 shares; 2026Q1: 3,147 shares; 2026Q2: 3,096 shares 3,096 $1.12M 0.05% -51 Timeline BDVL 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: 42,576 shares; 2026Q1: 42,576 shares; 2026Q2: 42,925 shares 42,925 $1.12M 0.05% +349 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,879 shares; 2025Q3: 15,301 shares; 2025Q4: 15,304 shares; 2026Q1: 16,266 shares; 2026Q2: 20,952 shares 20,952 $1.1M 0.05% +4,686 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,164 shares; 2025Q1: 8,422 shares; 2025Q2: 8,422 shares; 2025Q3: 18,766 shares; 2025Q4: 25,308 shares; 2026Q1: 28,197 shares; 2026Q2: 27,982 shares 27,982 $1.1M 0.05% -215 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,454 shares; 2025Q1: 15,340 shares; 2025Q2: 22,773 shares; 2025Q3: not reported; 2025Q4: 13,993 shares; 2026Q1: 22,934 shares; 2026Q2: 21,450 shares 21,450 $1.08M 0.05% -1,484 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: 3,027 shares; 2025Q1: 2,432 shares; 2025Q2: 2,491 shares; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 2,604 shares; 2026Q2: 2,529 shares 2,529 $1.08M 0.05% -75 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: not reported; 2025Q2: not reported; 2025Q3: 3,217 shares; 2025Q4: 4,842 shares; 2026Q1: 6,829 shares; 2026Q2: 13,471 shares 13,471 $1.07M 0.05% +6,642 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,639 shares; 2025Q1: 14,948 shares; 2025Q2: 9,944 shares; 2025Q3: 9,852 shares; 2025Q4: 8,261 shares; 2026Q1: 8,594 shares; 2026Q2: 8,721 shares 8,721 $1.07M 0.05% +127 Timeline BDYN 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: 38,350 shares; 2026Q1: 38,350 shares; 2026Q2: 38,350 shares 38,350 $1.06M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,371 shares; 2026Q2: 7,607 shares 7,607 $1.06M 0.05% +236 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,471 shares; 2025Q1: 2,052 shares; 2025Q2: 1,647 shares; 2025Q3: 662 shares; 2025Q4: 699 shares; 2026Q1: 1,572 shares; 2026Q2: 1,508 shares 1,508 $1.06M 0.05% -64 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,785 shares; 2025Q1: 61,282 shares; 2025Q2: 44,778 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,640 shares; 2026Q2: 36,944 shares 36,944 $1.06M 0.05% -6,696 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,996 shares; 2026Q2: 30,737 shares 30,737 $1.05M 0.05% +16,741 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: 2,736 shares; 2024Q4: 3,167 shares; 2025Q1: 7,428 shares; 2025Q2: 3,930 shares; 2025Q3: 2,047 shares; 2025Q4: 2,335 shares; 2026Q1: 4,003 shares; 2026Q2: 3,857 shares 3,857 $1.04M 0.05% -146 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,898 shares; 2025Q4: 12,746 shares; 2026Q1: 13,469 shares; 2026Q2: 17,616 shares 17,616 $1.03M 0.05% +4,147 Timeline CWB 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: 23,650 shares; 2025Q1: 21,245 shares; 2025Q2: 13,748 shares; 2025Q3: 13,306 shares; 2025Q4: 9,864 shares; 2026Q1: 9,730 shares; 2026Q2: 9,544 shares 9,544 $1.03M 0.05% -186 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,003 shares; 2025Q3: 31,945 shares; 2025Q4: 22,258 shares; 2026Q1: 22,405 shares; 2026Q2: 20,306 shares 20,306 $1.02M 0.05% -2,099 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: not reported; 2024Q4: 12,449 shares; 2025Q1: 12,107 shares; 2025Q2: 11,743 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,411 shares; 2026Q2: 22,516 shares 22,516 $1.02M 0.05% -1,895 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,441 shares; 2025Q2: 7,531 shares; 2025Q3: 9,542 shares; 2025Q4: 12,816 shares; 2026Q1: 13,796 shares; 2026Q2: 13,935 shares 13,935 $1.02M 0.05% +139 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: 6,390 shares; 2024Q4: 7,990 shares; 2025Q1: 22,062 shares; 2025Q2: 12,979 shares; 2025Q3: 9,009 shares; 2025Q4: 9,019 shares; 2026Q1: 11,370 shares; 2026Q2: 10,467 shares 10,467 $1M 0.05% -903 Timeline VOE 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: not reported; 2025Q1: 3,022 shares; 2025Q2: 1,650 shares; 2025Q3: 1,374 shares; 2025Q4: 1,959 shares; 2026Q1: 4,089 shares; 2026Q2: 5,047 shares 5,047 $997K 0.05% +958 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,325 shares; 2025Q1: 19,310 shares; 2025Q2: 19,391 shares; 2025Q3: 19,303 shares; 2025Q4: 18,362 shares; 2026Q1: 17,513 shares; 2026Q2: 17,410 shares 17,410 $993K 0.05% -103 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: 1,853 shares; 2024Q4: 4,947 shares; 2025Q1: 6,782 shares; 2025Q2: 3,436 shares; 2025Q3: 2,044 shares; 2025Q4: 2,761 shares; 2026Q1: 4,033 shares; 2026Q2: 4,585 shares 4,585 $993K 0.05% +552 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 122,612 shares; 2025Q1: 119,645 shares; 2025Q2: 128,514 shares; 2025Q3: 20,119 shares; 2025Q4: 135,878 shares; 2026Q1: 129,851 shares; 2026Q2: 20,807 shares 20,807 $992K 0.05% -109,044 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,738 shares; 2025Q1: 13,277 shares; 2025Q2: 13,603 shares; 2025Q3: 13,604 shares; 2025Q4: 13,687 shares; 2026Q1: 12,723 shares; 2026Q2: 12,884 shares 12,884 $983K 0.05% +161 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,541 shares; 2026Q2: 82,592 shares 82,592 $978K 0.05% +1,051 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 3,408 shares; 2025Q1: 7,014 shares; 2025Q2: 3,310 shares; 2025Q3: 2,067 shares; 2025Q4: 5,198 shares; 2026Q1: 6,067 shares; 2026Q2: 6,423 shares 6,423 $973K 0.05% +356 Timeline SCHC 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: 23,636 shares; 2025Q1: 43,428 shares; 2025Q2: 21,704 shares; 2025Q3: 20,379 shares; 2025Q4: 20,562 shares; 2026Q1: 20,466 shares; 2026Q2: 20,168 shares 20,168 $970K 0.05% -298 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,606 shares; 2025Q1: 23,293 shares; 2025Q2: 16,052 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,209 shares; 2026Q2: 14,404 shares 14,404 $970K 0.05% -805 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,595 shares; 2026Q2: 24,444 shares 24,444 $958K 0.05% +16,849 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,801 shares; 2024Q4: 3,149 shares; 2025Q1: 3,051 shares; 2025Q2: 2,986 shares; 2025Q3: 1,670 shares; 2025Q4: 1,699 shares; 2026Q1: 3,159 shares; 2026Q2: 3,061 shares 3,061 $958K 0.05% -98 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: 6,152 shares; 2024Q4: 7,718 shares; 2025Q1: 7,721 shares; 2025Q2: 9,975 shares; 2025Q3: 4,545 shares; 2025Q4: 5,134 shares; 2026Q1: 9,003 shares; 2026Q2: 7,493 shares 7,493 $949K 0.05% -1,510 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: 3,653 shares; 2025Q1: 3,778 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,178 shares 2,178 $940K 0.04% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,936 shares; 2025Q1: 7,526 shares; 2025Q2: 7,753 shares; 2025Q3: not reported; 2025Q4: 5,922 shares; 2026Q1: 12,554 shares; 2026Q2: 10,232 shares 10,232 $938K 0.04% -2,322 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: 8,855 shares; 2024Q4: 11,512 shares; 2025Q1: 24,790 shares; 2025Q2: 13,221 shares; 2025Q3: 9,735 shares; 2025Q4: 12,575 shares; 2026Q1: 15,997 shares; 2026Q2: 16,157 shares 16,157 $931K 0.04% +160 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: 38,819 shares; 2024Q4: 44,569 shares; 2025Q1: 40,999 shares; 2025Q2: 46,279 shares; 2025Q3: 31,563 shares; 2025Q4: 39,840 shares; 2026Q1: 44,389 shares; 2026Q2: 44,941 shares 44,941 $930K 0.04% +552 Timeline SCHE 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: 29,057 shares; 2025Q1: 55,852 shares; 2025Q2: 27,138 shares; 2025Q3: 26,888 shares; 2025Q4: 26,025 shares; 2026Q1: 26,060 shares; 2026Q2: 25,655 shares 25,655 $930K 0.04% -405 Timeline FXN 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: 42,434 shares; 2025Q1: 43,769 shares; 2025Q2: 42,614 shares; 2025Q3: 44,824 shares; 2025Q4: 45,178 shares; 2026Q1: 46,018 shares; 2026Q2: 45,863 shares 45,863 $928K 0.04% -155 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,521 shares; 2025Q1: 18,447 shares; 2025Q2: 9,089 shares; 2025Q3: 12,256 shares; 2025Q4: 12,707 shares; 2026Q1: 13,829 shares; 2026Q2: 14,113 shares 14,113 $926K 0.04% +284 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,450 shares; 2025Q1: 17,798 shares; 2025Q2: 11,083 shares; 2025Q3: 10,279 shares; 2025Q4: 10,311 shares; 2026Q1: 11,009 shares; 2026Q2: 12,187 shares 12,187 $920K 0.04% +1,178 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,723 shares; 2024Q4: 34,554 shares; 2025Q1: 68,054 shares; 2025Q2: 34,194 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,817 shares; 2026Q2: 35,524 shares 35,524 $920K 0.04% +1,707 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: not reported; 2024Q4: 46,124 shares; 2025Q1: 51,235 shares; 2025Q2: 42,842 shares; 2025Q3: 27,722 shares; 2025Q4: 23,495 shares; 2026Q1: 22,468 shares; 2026Q2: 22,506 shares 22,506 $913K 0.04% +38 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 3,012 shares; 2025Q3: 4,586 shares; 2025Q4: 7,306 shares; 2026Q1: 9,092 shares; 2026Q2: 9,854 shares 9,854 $911K 0.04% +762 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: 25,552 shares; 2024Q4: 36,999 shares; 2025Q1: 78,480 shares; 2025Q2: 37,706 shares; 2025Q3: 14,541 shares; 2025Q4: 14,748 shares; 2026Q1: 38,388 shares; 2026Q2: 37,731 shares 37,731 $909K 0.04% -657 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: not reported; 2024Q4: 15,348 shares; 2025Q1: 12,000 shares; 2025Q2: 8,424 shares; 2025Q3: 9,068 shares; 2025Q4: 9,229 shares; 2026Q1: 9,590 shares; 2026Q2: 9,377 shares 9,377 $897K 0.04% -213 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: 11,734 shares; 2025Q2: 23,506 shares; 2025Q3: 24,285 shares; 2025Q4: 21,940 shares; 2026Q1: 27,510 shares; 2026Q2: 27,008 shares 27,008 $890K 0.04% -502 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,737 shares; 2025Q3: 27,682 shares; 2025Q4: 27,449 shares; 2026Q1: 27,461 shares; 2026Q2: 30,035 shares 30,035 $888K 0.04% +2,574 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: 9,347 shares; 2024Q4: 11,909 shares; 2025Q1: 12,349 shares; 2025Q2: 11,834 shares; 2025Q3: 10,169 shares; 2025Q4: 11,307 shares; 2026Q1: 11,893 shares; 2026Q2: 11,493 shares 11,493 $886K 0.04% -400 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: 2,479 shares; 2024Q4: 4,477 shares; 2025Q1: 11,152 shares; 2025Q2: 5,352 shares; 2025Q3: 3,246 shares; 2025Q4: 4,134 shares; 2026Q1: 5,383 shares; 2026Q2: 4,676 shares 4,676 $864K 0.04% -707 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,142 shares; 2025Q3: 4,815 shares; 2025Q4: 4,861 shares; 2026Q1: 3,988 shares; 2026Q2: 3,857 shares 3,857 $859K 0.04% -131 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: 2,161 shares; 2024Q4: 2,172 shares; 2025Q1: 2,335 shares; 2025Q2: 2,156 shares; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 2,198 shares; 2026Q2: 2,158 shares 2,158 $858K 0.04% -40 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,526 shares; 2025Q1: 35,759 shares; 2025Q2: 35,155 shares; 2025Q3: 36,021 shares; 2025Q4: 36,357 shares; 2026Q1: 37,620 shares; 2026Q2: 37,829 shares 37,829 $857K 0.04% +209 Timeline PWB 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: 32,147 shares; 2025Q4: 36,889 shares; 2026Q1: 36,449 shares; 2026Q2: 5,003 shares 5,003 $843K 0.04% -31,446 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,599 shares; 2024Q4: 2,829 shares; 2025Q1: 3,748 shares; 2025Q2: 2,665 shares; 2025Q3: 695 shares; 2025Q4: 679 shares; 2026Q1: 2,255 shares; 2026Q2: 1,633 shares 1,633 $841K 0.04% -622 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: 2,047 shares; 2024Q4: 2,637 shares; 2025Q1: 4,393 shares; 2025Q2: 4,109 shares; 2025Q3: 3,038 shares; 2025Q4: 3,571 shares; 2026Q1: 3,638 shares; 2026Q2: 3,243 shares 3,243 $829K 0.04% -395 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: 3,974 shares; 2024Q4: 5,117 shares; 2025Q1: 10,420 shares; 2025Q2: 5,192 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,890 shares; 2026Q2: 6,056 shares 6,056 $828K 0.04% +166 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: 51,605 shares; 2024Q4: 59,260 shares; 2025Q1: 122,748 shares; 2025Q2: 61,949 shares; 2025Q3: 27,166 shares; 2025Q4: 32,692 shares; 2026Q1: 60,789 shares; 2026Q2: 59,367 shares 59,367 $825K 0.04% -1,422 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,109 shares; 2025Q1: 2,840 shares; 2025Q2: 2,523 shares; 2025Q3: 1,506 shares; 2025Q4: 1,780 shares; 2026Q1: 2,468 shares; 2026Q2: 7,220 shares 7,220 $824K 0.04% +4,752 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares; 2026Q1: 11,052 shares; 2026Q2: 11,052 shares 11,052 $823K 0.04% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,934 shares; 2025Q1: 13,114 shares; 2025Q2: 13,301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,408 shares; 2026Q2: 9,879 shares 9,879 $821K 0.04% -1,529 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: 3,110 shares; 2024Q4: 3,144 shares; 2025Q1: 6,258 shares; 2025Q2: 4,409 shares; 2025Q3: 1,616 shares; 2025Q4: 1,867 shares; 2026Q1: 4,759 shares; 2026Q2: 4,530 shares 4,530 $820K 0.04% -229 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,574 shares; 2025Q1: 16,318 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares; 2026Q1: 3,974 shares; 2026Q2: 4,815 shares 4,815 $818K 0.04% +841 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,267 shares; 2024Q4: 9,547 shares; 2025Q1: 7,272 shares; 2025Q2: 7,027 shares; 2025Q3: 5,132 shares; 2025Q4: 4,969 shares; 2026Q1: 7,433 shares; 2026Q2: 6,932 shares 6,932 $809K 0.04% -501 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,215 shares 4,215 $808K 0.04% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares; 2025Q4: 3,598 shares; 2026Q1: 4,076 shares; 2026Q2: 4,108 shares 4,108 $804K 0.04% +32 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: 5,031 shares; 2024Q4: 5,172 shares; 2025Q1: 11,936 shares; 2025Q2: 6,481 shares; 2025Q3: 2,495 shares; 2025Q4: 3,116 shares; 2026Q1: 5,954 shares; 2026Q2: 5,924 shares 5,924 $802K 0.04% -30 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,811 shares; 2025Q1: 3,829 shares; 2025Q2: 3,873 shares; 2025Q3: not reported; 2025Q4: 7,829 shares; 2026Q1: 9,950 shares; 2026Q2: 9,893 shares 9,893 $794K 0.04% -57 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 4,243 shares; 2025Q1: 8,190 shares; 2025Q2: 3,954 shares; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 3,639 shares; 2026Q2: 3,602 shares 3,602 $794K 0.04% -37 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: 10,741 shares; 2024Q4: 14,587 shares; 2025Q1: 15,320 shares; 2025Q2: 19,244 shares; 2025Q3: 11,540 shares; 2025Q4: 12,557 shares; 2026Q1: 18,920 shares; 2026Q2: 18,725 shares 18,725 $793K 0.04% -195 Timeline ILF 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: 9,712 shares; 2025Q2: 10,989 shares; 2025Q3: 20,908 shares; 2025Q4: 24,048 shares; 2026Q1: 23,498 shares; 2026Q2: 23,402 shares 23,402 $790K 0.04% -96 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,041 shares; 2025Q1: 14,082 shares; 2025Q2: 7,006 shares; 2025Q3: 6,987 shares; 2025Q4: 6,987 shares; 2026Q1: 7,003 shares; 2026Q2: 7,002 shares 7,002 $786K 0.04% -1 Timeline FTCB 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: 11,733 shares; 2025Q1: 19,434 shares; 2025Q2: 25,351 shares; 2025Q3: 27,931 shares; 2025Q4: 32,081 shares; 2026Q1: 35,152 shares; 2026Q2: 37,434 shares 37,434 $781K 0.04% +2,282 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: 2,327 shares; 2024Q4: 2,471 shares; 2025Q1: 5,536 shares; 2025Q2: 2,668 shares; 2025Q3: not reported; 2025Q4: 760 shares; 2026Q1: 2,237 shares; 2026Q2: 2,198 shares 2,198 $779K 0.04% -39 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,079 shares; 2025Q3: 11,745 shares; 2025Q4: 11,785 shares; 2026Q1: 12,473 shares; 2026Q2: 12,997 shares 12,997 $776K 0.04% +524 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: 5,685 shares; 2024Q4: 7,066 shares; 2025Q1: 9,935 shares; 2025Q2: 13,763 shares; 2025Q3: 7,739 shares; 2025Q4: 8,791 shares; 2026Q1: 10,165 shares; 2026Q2: 8,819 shares 8,819 $774K 0.04% -1,346 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,498 shares; 2025Q1: 3,068 shares; 2025Q2: 2,488 shares; 2025Q3: 1,442 shares; 2025Q4: 1,886 shares; 2026Q1: 2,731 shares; 2026Q2: 2,572 shares 2,572 $773K 0.04% -159 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,608 shares; 2025Q1: 8,678 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,746 shares; 2026Q2: 32,492 shares 32,492 $768K 0.04% +746 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,267 shares; 2025Q3: 19,732 shares; 2025Q4: 13,859 shares; 2026Q1: 15,267 shares; 2026Q2: 15,103 shares 15,103 $760K 0.04% -164 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,421 shares 15,421 $759K 0.04% new 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: not reported; 2024Q4: 5,089 shares; 2025Q1: 4,045 shares; 2025Q2: 4,893 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares; 2026Q2: 4,942 shares 4,942 $752K 0.04% -108 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: 605 shares; 2024Q4: 1,116 shares; 2025Q1: 3,106 shares; 2025Q2: 1,583 shares; 2025Q3: 1,080 shares; 2025Q4: 1,279 shares; 2026Q1: 1,649 shares; 2026Q2: 1,472 shares 1,472 $750K 0.04% -177 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,308 shares; 2026Q2: 14,179 shares 14,179 $742K 0.04% +8,871 Timeline SCHR 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: 93,873 shares; 2025Q1: 94,704 shares; 2025Q2: 33,908 shares; 2025Q3: 33,707 shares; 2025Q4: 30,447 shares; 2026Q1: 31,803 shares; 2026Q2: 30,025 shares 30,025 $740K 0.04% -1,778 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875 shares; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,055 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,956 shares; 2026Q2: 1,894 shares 1,894 $738K 0.04% -62 Timeline PPTY 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: 14,129 shares; 2025Q1: 14,324 shares; 2025Q2: 14,488 shares; 2025Q3: 26,097 shares; 2025Q4: 29,758 shares; 2026Q1: 21,503 shares; 2026Q2: 21,442 shares 21,442 $735K 0.04% -61 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,974 shares; 2025Q3: 2,942 shares; 2025Q4: 2,998 shares; 2026Q1: 2,845 shares; 2026Q2: 2,617 shares 2,617 $732K 0.04% -228 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,914 shares; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 2,101 shares; 2025Q4: 2,285 shares; 2026Q1: 2,741 shares; 2026Q2: 2,494 shares 2,494 $730K 0.03% -247 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: 618 shares; 2025Q1: 920 shares; 2025Q2: 997 shares; 2025Q3: 785 shares; 2025Q4: 931 shares; 2026Q1: 1,043 shares; 2026Q2: 953 shares 953 $727K 0.03% -90 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: 4,030 shares; 2024Q4: 4,425 shares; 2025Q1: 9,544 shares; 2025Q2: 5,123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,793 shares; 2026Q2: 5,178 shares 5,178 $725K 0.03% +385 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: not reported; 2024Q4: 17,997 shares; 2025Q1: 17,713 shares; 2025Q2: 16,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,606 shares; 2026Q2: 14,923 shares 14,923 $712K 0.03% +317 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: 1,232 shares; 2024Q4: 1,824 shares; 2025Q1: 3,760 shares; 2025Q2: 2,029 shares; 2025Q3: 1,443 shares; 2025Q4: 1,473 shares; 2026Q1: 2,604 shares; 2026Q2: 2,616 shares 2,616 $712K 0.03% +12 Timeline JCAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,953 shares 13,953 $702K 0.03% new Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,882 shares 12,882 $701K 0.03% new Timeline FLEX FLEX LTD More: the full row for FLEX 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: 7,844 shares; 2025Q4: 10,805 shares; 2026Q1: 10,509 shares; 2026Q2: 4,319 shares 4,319 $700K 0.03% -6,190 Timeline IOO 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: 12,818 shares; 2025Q1: 11,721 shares; 2025Q2: 5,644 shares; 2025Q3: 14,236 shares; 2025Q4: 5,212 shares; 2026Q1: 5,119 shares; 2026Q2: 5,103 shares 5,103 $697K 0.03% -16 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,899 shares; 2024Q4: 2,997 shares; 2025Q1: 3,569 shares; 2025Q2: 3,264 shares; 2025Q3: 2,831 shares; 2025Q4: 3,297 shares; 2026Q1: 3,279 shares; 2026Q2: 2,655 shares 2,655 $692K 0.03% -624 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,560 shares; 2025Q1: 16,962 shares; 2025Q2: 8,542 shares; 2025Q3: 8,938 shares; 2025Q4: 9,019 shares; 2026Q1: 9,198 shares; 2026Q2: 9,288 shares 9,288 $692K 0.03% +90 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,401 shares; 2024Q4: 30,797 shares; 2025Q1: 60,770 shares; 2025Q2: 31,188 shares; 2025Q3: 30,071 shares; 2025Q4: 29,952 shares; 2026Q1: 29,462 shares; 2026Q2: 29,668 shares 29,668 $684K 0.03% +206 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: 5,192 shares; 2025Q1: not reported; 2025Q2: 14,695 shares; 2025Q3: 13,599 shares; 2025Q4: 11,278 shares; 2026Q1: 12,410 shares; 2026Q2: 13,183 shares 13,183 $667K 0.03% +773 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: not reported; 2025Q1: not reported; 2025Q2: 28,962 shares; 2025Q3: 18,913 shares; 2025Q4: 19,800 shares; 2026Q1: 19,604 shares; 2026Q2: 19,763 shares 19,763 $663K 0.03% +159 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: 4,935 shares; 2025Q1: 6,744 shares; 2025Q2: 6,673 shares; 2025Q3: not reported; 2025Q4: 5,371 shares; 2026Q1: 13,167 shares; 2026Q2: 12,417 shares 12,417 $659K 0.03% -750 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: 4,910 shares; 2024Q4: 6,027 shares; 2025Q1: 11,688 shares; 2025Q2: 5,605 shares; 2025Q3: 4,471 shares; 2025Q4: 4,672 shares; 2026Q1: 6,809 shares; 2026Q2: 6,365 shares 6,365 $658K 0.03% -444 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 4,148 shares; 2026Q1: 8,010 shares; 2026Q2: 7,101 shares 7,101 $655K 0.03% -909 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,168 shares; 2025Q1: 9,416 shares; 2025Q2: 9,427 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,838 shares; 2026Q2: 25,313 shares 25,313 $655K 0.03% +15,475 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: 56,613 shares; 2025Q1: 93,096 shares; 2025Q2: 13,008 shares; 2025Q3: 12,644 shares; 2025Q4: 11,677 shares; 2026Q1: 11,721 shares; 2026Q2: 11,924 shares 11,924 $651K 0.03% +203 Timeline PCY 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: 26,689 shares; 2025Q1: 26,516 shares; 2025Q2: 26,387 shares; 2025Q3: 9,513 shares; 2025Q4: not reported; 2026Q1: 29,708 shares; 2026Q2: 29,561 shares 29,561 $640K 0.03% -147 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: 1,881 shares; 2025Q1: 3,996 shares; 2025Q2: 2,013 shares; 2025Q3: 1,017 shares; 2025Q4: 1,153 shares; 2026Q1: 1,661 shares; 2026Q2: 1,594 shares 1,594 $633K 0.03% -67 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: 963 shares; 2026Q1: 522 shares; 2026Q2: 656 shares 656 $633K 0.03% +134 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,237 shares; 2025Q1: 3,346 shares; 2025Q2: 3,468 shares; 2025Q3: 3,580 shares; 2025Q4: 3,863 shares; 2026Q1: 3,001 shares; 2026Q2: 7,006 shares 7,006 $631K 0.03% +4,005 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 3,126 shares; 2025Q1: 5,116 shares; 2025Q2: 5,120 shares; 2025Q3: 3,922 shares; 2025Q4: 4,723 shares; 2026Q1: 6,178 shares; 2026Q2: 6,065 shares 6,065 $630K 0.03% -113 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: not reported; 2024Q4: 8,936 shares; 2025Q1: 8,299 shares; 2025Q2: 5,651 shares; 2025Q3: 5,675 shares; 2025Q4: 5,518 shares; 2026Q1: 5,150 shares; 2026Q2: 5,040 shares 5,040 $629K 0.03% -110 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,723 shares; 2025Q1: 8,538 shares; 2025Q2: 9,408 shares; 2025Q3: 8,398 shares; 2025Q4: 11,617 shares; 2026Q1: 12,060 shares; 2026Q2: 12,332 shares 12,332 $625K 0.03% +272 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: 6,197 shares; 2025Q1: 6,256 shares; 2025Q2: 9,630 shares; 2025Q3: 6,581 shares; 2025Q4: 5,727 shares; 2026Q1: 8,375 shares; 2026Q2: 8,610 shares 8,610 $619K 0.03% +235 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687 shares; 2024Q4: 1,054 shares; 2025Q1: 796 shares; 2025Q2: 635 shares; 2025Q3: 394 shares; 2025Q4: 464 shares; 2026Q1: 880 shares; 2026Q2: 815 shares 815 $616K 0.03% -65 Timeline PKB 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: 3,547 shares; 2025Q4: 4,808 shares; 2026Q1: 5,500 shares; 2026Q2: 5,485 shares 5,485 $615K 0.03% -15 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: 954 shares; 2024Q4: 2,443 shares; 2025Q1: 4,944 shares; 2025Q2: 2,896 shares; 2025Q3: 697 shares; 2025Q4: 1,087 shares; 2026Q1: 1,877 shares; 2026Q2: 1,950 shares 1,950 $613K 0.03% +73 Timeline VWOB 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: not reported; 2024Q4: 5,492 shares; 2025Q1: 11,028 shares; 2025Q2: 7,401 shares; 2025Q3: 7,318 shares; 2025Q4: 7,147 shares; 2026Q1: 7,893 shares; 2026Q2: 9,110 shares 9,110 $613K 0.03% +1,217 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: not reported; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 2,136 shares; 2025Q4: 3,322 shares; 2026Q1: 3,932 shares; 2026Q2: 4,110 shares 4,110 $610K 0.03% +178 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: not reported; 2024Q4: 12,125 shares; 2025Q1: 21,475 shares; 2025Q2: 21,575 shares; 2025Q3: 21,475 shares; 2025Q4: 15,725 shares; 2026Q1: 16,174 shares; 2026Q2: 20,116 shares 20,116 $607K 0.03% +3,942 Timeline PICK 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: 5,590 shares; 2025Q4: 9,402 shares; 2026Q1: 10,446 shares; 2026Q2: 10,412 shares 10,412 $605K 0.03% -34 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,709 shares; 2025Q1: 4,204 shares; 2025Q2: 2,067 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,558 shares; 2026Q2: 2,458 shares 2,458 $605K 0.03% -100 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: 33,883 shares; 2025Q1: 33,807 shares; 2025Q2: 27,218 shares; 2025Q3: 28,071 shares; 2025Q4: 22,360 shares; 2026Q1: 22,956 shares; 2026Q2: 23,789 shares 23,789 $605K 0.03% +833 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,776 shares; 2026Q1: 11,522 shares; 2026Q2: 15,867 shares 15,867 $602K 0.03% +4,345 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,695 shares; 2025Q1: 13,149 shares; 2025Q2: 11,273 shares; 2025Q3: not reported; 2025Q4: 10,427 shares; 2026Q1: 13,924 shares; 2026Q2: 11,203 shares 11,203 $601K 0.03% -2,721 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: not reported; 2025Q1: not reported; 2025Q2: 25,147 shares; 2025Q3: 16,202 shares; 2025Q4: 16,326 shares; 2026Q1: 14,821 shares; 2026Q2: 14,868 shares 14,868 $596K 0.03% +47 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,329 shares; 2025Q2: 8,789 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,299 shares 23,299 $592K 0.03% new 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: 2,384 shares; 2024Q4: 2,377 shares; 2025Q1: 4,432 shares; 2025Q2: 2,094 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,812 shares; 2026Q2: 1,708 shares 1,708 $588K 0.03% -104 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,088 shares; 2026Q1: 92,189 shares; 2026Q2: 11,716 shares 11,716 $587K 0.03% -80,473 Timeline STIP 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: 3,645 shares; 2025Q3: 4,690 shares; 2025Q4: 4,902 shares; 2026Q1: 5,431 shares; 2026Q2: 5,724 shares 5,724 $585K 0.03% +293 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 4,426 shares; 2025Q1: 8,776 shares; 2025Q2: 4,540 shares; 2025Q3: 2,795 shares; 2025Q4: 3,497 shares; 2026Q1: 4,856 shares; 2026Q2: 4,618 shares 4,618 $583K 0.03% -238 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: 3,273 shares; 2024Q4: 3,509 shares; 2025Q1: 3,421 shares; 2025Q2: 3,509 shares; 2025Q3: 2,314 shares; 2025Q4: 2,338 shares; 2026Q1: 3,767 shares; 2026Q2: 3,570 shares 3,570 $578K 0.03% -197 Timeline VSS 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: 3,910 shares; 2025Q1: 3,818 shares; 2025Q2: 3,843 shares; 2025Q3: 3,865 shares; 2025Q4: 4,161 shares; 2026Q1: 3,991 shares; 2026Q2: 3,734 shares 3,734 $576K 0.03% -257 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,551 shares 1,551 $575K 0.03% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,492 shares; 2025Q4: 3,887 shares; 2026Q1: 4,300 shares; 2026Q2: 3,719 shares 3,719 $571K 0.03% -581 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,753 shares; 2025Q1: 3,651 shares; 2025Q2: 3,106 shares; 2025Q3: 1,501 shares; 2025Q4: 1,689 shares; 2026Q1: 2,091 shares; 2026Q2: 2,600 shares 2,600 $571K 0.03% +509 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,851 shares; 2025Q1: 7,758 shares; 2025Q2: 4,064 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,097 shares; 2026Q2: 3,926 shares 3,926 $562K 0.03% -171 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,397 shares; 2025Q1: 9,788 shares; 2025Q2: 9,066 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,962 shares 21,962 $562K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,470 shares; 2025Q3: 9,296 shares; 2025Q4: 6,033 shares; 2026Q1: 3,394 shares; 2026Q2: 3,108 shares 3,108 $558K 0.03% -286 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: 3,892 shares; 2025Q2: 1,953 shares; 2025Q3: 1,344 shares; 2025Q4: 1,559 shares; 2026Q1: 1,787 shares; 2026Q2: 1,566 shares 1,566 $558K 0.03% -221 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,041 shares; 2025Q4: 10,089 shares; 2026Q1: 7,877 shares; 2026Q2: 6,138 shares 6,138 $557K 0.03% -1,739 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: 11,619 shares; 2025Q3: 13,237 shares; 2025Q4: 14,248 shares; 2026Q1: 21,068 shares; 2026Q2: 23,678 shares 23,678 $555K 0.03% +2,610 Timeline FXH 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: 5,935 shares; 2025Q1: 6,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,377 shares; 2026Q1: 10,628 shares; 2026Q2: 4,494 shares 4,494 $550K 0.03% -6,134 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES 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: 6,561 shares; 2026Q1: 4,452 shares; 2026Q2: 4,452 shares 4,452 $549K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 118 shares; 2025Q1: 130 shares; 2025Q2: 113 shares; 2025Q3: 94 shares; 2025Q4: 113 shares; 2026Q1: 123 shares; 2026Q2: 3,065 shares 3,065 $546K 0.03% +2,942 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,557 shares; 2024Q4: 6,824 shares; 2025Q1: 15,610 shares; 2025Q2: 7,705 shares; 2025Q3: 6,301 shares; 2025Q4: 6,520 shares; 2026Q1: 8,186 shares; 2026Q2: 5,996 shares 5,996 $544K 0.03% -2,190 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,397 shares; 2024Q4: 6,932 shares; 2025Q1: 4,609 shares; 2025Q2: 3,710 shares; 2025Q3: not reported; 2025Q4: 3,266 shares; 2026Q1: 6,520 shares; 2026Q2: 3,206 shares 3,206 $544K 0.03% -3,314 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,026 shares; 2024Q4: 12,226 shares; 2025Q1: 26,078 shares; 2025Q2: 11,947 shares; 2025Q3: 8,765 shares; 2025Q4: 7,393 shares; 2026Q1: 6,163 shares; 2026Q2: 5,629 shares 5,629 $542K 0.03% -534 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: 2,727 shares; 2024Q4: 2,736 shares; 2025Q1: 5,834 shares; 2025Q2: 3,042 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,176 shares; 2026Q2: 3,202 shares 3,202 $541K 0.03% +26 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,832 shares; 2025Q1: 3,712 shares; 2025Q2: 1,511 shares; 2025Q3: 1,145 shares; 2025Q4: 1,313 shares; 2026Q1: 2,215 shares; 2026Q2: 1,957 shares 1,957 $540K 0.03% -258 Timeline ICVT 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: 8,786 shares; 2025Q1: 7,101 shares; 2025Q2: 5,148 shares; 2025Q3: 5,133 shares; 2025Q4: 4,568 shares; 2026Q1: 4,527 shares; 2026Q2: 4,415 shares 4,415 $537K 0.03% -112 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; 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: 21,506 shares; 2026Q1: 22,186 shares; 2026Q2: 22,204 shares 22,204 $535K 0.03% +18 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,115 shares 3,115 $532K 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,567 shares; 2025Q1: 2,151 shares; 2025Q2: 2,023 shares; 2025Q3: 839 shares; 2025Q4: 1,451 shares; 2026Q1: 1,876 shares; 2026Q2: 1,080 shares 1,080 $531K 0.03% -796 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: 6,182 shares; 2025Q1: 12,402 shares; 2025Q2: 7,204 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,952 shares; 2026Q2: 6,342 shares 6,342 $530K 0.03% -610 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: 3,473 shares; 2024Q4: 7,517 shares; 2025Q1: 11,206 shares; 2025Q2: 5,576 shares; 2025Q3: 3,709 shares; 2025Q4: 3,881 shares; 2026Q1: 6,108 shares; 2026Q2: 6,084 shares 6,084 $529K 0.03% -24 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,709 shares; 2026Q2: 7,726 shares 7,726 $529K 0.03% +17 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,062 shares; 2024Q4: 14,447 shares; 2025Q1: 17,797 shares; 2025Q2: 20,738 shares; 2025Q3: 16,213 shares; 2025Q4: 16,927 shares; 2026Q1: 22,558 shares; 2026Q2: 21,443 shares 21,443 $526K 0.03% -1,115 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: 228 shares; 2024Q4: 491 shares; 2025Q1: 427 shares; 2025Q2: 456 shares; 2025Q3: 314 shares; 2025Q4: 1,907 shares; 2026Q1: 2,776 shares; 2026Q2: 5,293 shares 5,293 $525K 0.03% +2,517 Timeline FMHI 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: 18,100 shares; 2025Q1: 18,049 shares; 2025Q2: 12,175 shares; 2025Q3: 12,937 shares; 2025Q4: 9,678 shares; 2026Q1: 10,574 shares; 2026Q2: 10,836 shares 10,836 $525K 0.03% +262 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP 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 reported; 2026Q1: 228 shares; 2026Q2: 253 shares 253 $525K 0.03% +25 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,534 shares 1,534 $523K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 1,760 shares; 2026Q1: 2,448 shares; 2026Q2: 2,496 shares 2,496 $522K 0.02% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,452 shares; 2026Q1: 52,733 shares; 2026Q2: 6,907 shares 6,907 $521K 0.02% -45,826 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,667 shares; 2026Q2: 23,886 shares 23,886 $519K 0.02% +1,219 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,690 shares; 2026Q2: 2,724 shares 2,724 $517K 0.02% +34 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,029 shares; 2025Q3: 3,025 shares; 2025Q4: 3,899 shares; 2026Q1: 4,033 shares; 2026Q2: 3,606 shares 3,606 $516K 0.02% -427 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,663 shares 5,663 $516K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437 shares; 2024Q4: 751 shares; 2025Q1: 768 shares; 2025Q2: 636 shares; 2025Q3: 478 shares; 2025Q4: 766 shares; 2026Q1: 815 shares; 2026Q2: 1,123 shares 1,123 $515K 0.02% +308 Timeline LALT 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: 159,156 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,310 shares 21,310 $512K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,477 shares; 2025Q2: 1,833 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,471 shares; 2026Q2: 2,151 shares 2,151 $511K 0.02% -320 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,290 shares; 2025Q1: 63,491 shares; 2025Q2: 116,475 shares; 2025Q3: 9,163 shares; 2025Q4: 8,591 shares; 2026Q1: 8,517 shares; 2026Q2: 8,588 shares 8,588 $506K 0.02% +71 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,837 shares; 2026Q2: 3,462 shares 3,462 $506K 0.02% -375 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 2,070 shares; 2025Q1: 4,152 shares; 2025Q2: 2,239 shares; 2025Q3: 1,944 shares; 2025Q4: not reported; 2026Q1: 3,664 shares; 2026Q2: 4,580 shares 4,580 $503K 0.02% +916 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: not reported; 2025Q4: not reported; 2026Q1: 2,033 shares; 2026Q2: 1,951 shares 1,951 $498K 0.02% -82 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 1,503 shares; 2025Q4: 2,805 shares; 2026Q1: 2,699 shares; 2026Q2: 2,464 shares 2,464 $494K 0.02% -235 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,658 shares; 2026Q2: 6,706 shares 6,706 $492K 0.02% +48 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,486 shares; 2025Q1: 9,896 shares; 2025Q2: 5,802 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,685 shares; 2026Q2: 4,728 shares 4,728 $491K 0.02% +43 Timeline FTXO 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: 20,448 shares; 2025Q1: 21,846 shares; 2025Q2: 23,477 shares; 2025Q3: 24,034 shares; 2025Q4: 12,175 shares; 2026Q1: 11,690 shares; 2026Q2: 11,726 shares 11,726 $485K 0.02% +36 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,274 shares; 2026Q2: 9,470 shares 9,470 $483K 0.02% +196 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,668 shares; 2026Q2: 9,961 shares 9,961 $481K 0.02% +293 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,721 shares; 2025Q1: 3,552 shares; 2025Q2: 2,366 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,544 shares; 2026Q2: 2,546 shares 2,546 $479K 0.02% +2 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: 9,260 shares; 2025Q2: 9,898 shares; 2025Q3: 5,949 shares; 2025Q4: 6,603 shares; 2026Q1: 10,124 shares; 2026Q2: 9,868 shares 9,868 $474K 0.02% -256 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: 8,973 shares; 2026Q1: 8,976 shares; 2026Q2: 8,921 shares 8,921 $470K 0.02% -55 Timeline STCE 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 reported; 2026Q1: 4,919 shares; 2026Q2: 6,710 shares 6,710 $469K 0.02% +1,791 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,696 shares; 2025Q1: 4,807 shares; 2025Q2: 4,807 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,807 shares; 2026Q2: 4,807 shares 4,807 $463K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 816 shares; 2025Q1: 853 shares; 2025Q2: 871 shares; 2025Q3: 436 shares; 2025Q4: not reported; 2026Q1: 993 shares; 2026Q2: 884 shares 884 $459K 0.02% -109 Timeline ITB 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: 3,606 shares; 2026Q1: 4,324 shares; 2026Q2: 4,359 shares 4,359 $455K 0.02% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,278 shares; 2025Q3: 5,461 shares; 2025Q4: 5,245 shares; 2026Q1: 5,207 shares; 2026Q2: 5,887 shares 5,887 $455K 0.02% +680 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,945 shares; 2025Q3: 5,068 shares; 2025Q4: 13,364 shares; 2026Q1: 7,893 shares; 2026Q2: 8,844 shares 8,844 $451K 0.02% +951 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: not reported; 2024Q4: 4,537 shares; 2025Q1: 5,291 shares; 2025Q2: 4,664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,715 shares; 2026Q2: 4,018 shares 4,018 $450K 0.02% +303 Timeline BUFS 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: 16,307 shares; 2025Q1: 18,126 shares; 2025Q2: 15,753 shares; 2025Q3: 15,764 shares; 2025Q4: 16,248 shares; 2026Q1: 17,440 shares; 2026Q2: 17,903 shares 17,903 $449K 0.02% +463 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192,027 shares; 2025Q3: 28,019 shares; 2025Q4: 6,300 shares; 2026Q1: 8,323 shares; 2026Q2: 11,947 shares 11,947 $446K 0.02% +3,624 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: not reported; 2024Q4: 6,297 shares; 2025Q1: 4,773 shares; 2025Q2: 8,330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,872 shares; 2026Q2: 5,875 shares 5,875 $445K 0.02% +3 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: 16,691 shares; 2025Q1: 3,864 shares; 2025Q2: 4,450 shares; 2025Q3: 2,695 shares; 2025Q4: 6,705 shares; 2026Q1: 6,917 shares; 2026Q2: 4,600 shares 4,600 $444K 0.02% -2,317 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,522 shares; 2025Q1: not reported; 2025Q2: 5,966 shares; 2025Q3: 31,148 shares; 2025Q4: 7,663 shares; 2026Q1: 8,915 shares; 2026Q2: 9,409 shares 9,409 $444K 0.02% +494 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,965 shares; 2025Q1: 5,052 shares; 2025Q2: 2,245 shares; 2025Q3: 2,149 shares; 2025Q4: 1,928 shares; 2026Q1: 2,303 shares; 2026Q2: 1,976 shares 1,976 $443K 0.02% -327 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,665 shares; 2025Q1: 19,898 shares; 2025Q2: 9,579 shares; 2025Q3: 7,333 shares; 2025Q4: 7,209 shares; 2026Q1: 9,358 shares; 2026Q2: 9,305 shares 9,305 $442K 0.02% -53 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,716 shares; 2025Q1: 6,825 shares; 2025Q2: 6,179 shares; 2025Q3: 3,378 shares; 2025Q4: 4,556 shares; 2026Q1: 5,555 shares; 2026Q2: 3,835 shares 3,835 $441K 0.02% -1,720 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: 1,530 shares; 2024Q4: 1,476 shares; 2025Q1: 2,832 shares; 2025Q2: 1,576 shares; 2025Q3: 1,368 shares; 2025Q4: 1,559 shares; 2026Q1: 1,890 shares; 2026Q2: 1,847 shares 1,847 $439K 0.02% -43 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,118 shares; 2026Q1: 35,894 shares; 2026Q2: 2,129 shares 2,129 $439K 0.02% -33,765 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: 406 shares; 2025Q2: 473 shares; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 435 shares; 2026Q2: 431 shares 431 $436K 0.02% -4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 2,181 shares; 2025Q1: 2,278 shares; 2025Q2: 2,156 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,570 shares; 2026Q2: 2,770 shares 2,770 $434K 0.02% +200 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,591 shares; 2024Q4: 3,375 shares; 2025Q1: 3,424 shares; 2025Q2: 3,438 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares; 2026Q2: 2,604 shares 2,604 $434K 0.02% -538 Timeline JGRW TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,287 shares; 2025Q2: 24,744 shares; 2025Q3: 25,074 shares; 2025Q4: 24,818 shares; 2026Q1: 22,586 shares; 2026Q2: 15,916 shares 15,916 $432K 0.02% -6,670 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,921 shares 16,921 $430K 0.02% new Timeline HYG 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: 4,027 shares; 2025Q1: 9,780 shares; 2025Q2: 4,935 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,197 shares; 2026Q2: 5,353 shares 5,353 $428K 0.02% +156 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: 1,683 shares; 2025Q4: 2,747 shares; 2026Q1: 2,800 shares; 2026Q2: 2,913 shares 2,913 $426K 0.02% +113 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: not reported; 2024Q4: 10,589 shares; 2025Q1: 21,192 shares; 2025Q2: 12,942 shares; 2025Q3: 9,194 shares; 2025Q4: 9,215 shares; 2026Q1: 11,836 shares; 2026Q2: 11,570 shares 11,570 $425K 0.02% -266 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,386 shares; 2026Q2: 3,734 shares 3,734 $423K 0.02% +348 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares; 2026Q2: 1,413 shares 1,413 $421K 0.02% -45 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: not reported; 2024Q4: 8,392 shares; 2025Q1: 3,966 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares; 2026Q2: 1,956 shares 1,956 $416K 0.02% +60 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,664 shares 10,664 $416K 0.02% new 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 reported; 2026Q1: not reported; 2026Q2: 16,525 shares 16,525 $416K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,290 shares; 2025Q4: 2,751 shares; 2026Q1: 3,799 shares; 2026Q2: 3,699 shares 3,699 $408K 0.02% -100 Timeline VIDI 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 reported; 2026Q1: 9,481 shares; 2026Q2: 10,440 shares 10,440 $407K 0.02% +959 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,810 shares 15,810 $405K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,853 shares; 2024Q4: 14,829 shares; 2025Q1: 10,860 shares; 2025Q2: 4,945 shares; 2025Q3: 3,798 shares; 2025Q4: 4,649 shares; 2026Q1: 4,922 shares; 2026Q2: 4,408 shares 4,408 $404K 0.02% -514 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,085 shares; 2026Q1: 5,458 shares; 2026Q2: 7,564 shares 7,564 $404K 0.02% +2,106 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,937 shares; 2025Q1: 5,480 shares; 2025Q2: 2,322 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,729 shares; 2026Q2: 2,558 shares 2,558 $401K 0.02% -171 Timeline SRVR 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 reported; 2026Q1: 12,463 shares; 2026Q2: 12,463 shares 12,463 $396K 0.02% 0 Timeline QTUM 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: 2,163 shares; 2025Q4: 2,380 shares; 2026Q1: 2,273 shares; 2026Q2: 2,387 shares 2,387 $395K 0.02% +114 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,373 shares 9,373 $393K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 1,034 shares; 2025Q1: 940 shares; 2025Q2: 1,864 shares; 2025Q3: 1,473 shares; 2025Q4: 1,820 shares; 2026Q1: 2,405 shares; 2026Q2: 1,913 shares 1,913 $392K 0.02% -492 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,603 shares; 2026Q1: 3,336 shares; 2026Q2: 5,113 shares 5,113 $391K 0.02% +1,777 Timeline SCHH 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: 16,523 shares; 2025Q1: 16,128 shares; 2025Q2: 15,696 shares; 2025Q3: 15,640 shares; 2025Q4: 21,879 shares; 2026Q1: 16,566 shares; 2026Q2: 16,424 shares 16,424 $389K 0.02% -142 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,171 shares; 2026Q2: 3,626 shares 3,626 $389K 0.02% +1,455 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES 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: 51,827 shares; 2025Q3: 17,166 shares; 2025Q4: 17,381 shares; 2026Q1: 18,016 shares; 2026Q2: 18,206 shares 18,206 $386K 0.02% +190 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,824 shares; 2025Q2: 4,001 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,464 shares; 2026Q2: 4,930 shares 4,930 $382K 0.02% -534 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: not reported; 2024Q4: 6,239 shares; 2025Q1: 6,748 shares; 2025Q2: 6,779 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,016 shares; 2026Q2: 4,030 shares 4,030 $382K 0.02% +14 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: not reported; 2024Q4: 10,756 shares; 2025Q1: 8,385 shares; 2025Q2: 7,666 shares; 2025Q3: 8,067 shares; 2025Q4: 8,057 shares; 2026Q1: 7,995 shares; 2026Q2: 8,714 shares 8,714 $380K 0.02% +719 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,471 shares; 2026Q2: 14,796 shares 14,796 $380K 0.02% +325 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509 shares; 2024Q4: 1,421 shares; 2025Q1: 1,864 shares; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 849 shares; 2026Q1: 2,362 shares; 2026Q2: 2,450 shares 2,450 $378K 0.02% +88 Timeline RWJ 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: 12,520 shares; 2025Q1: 11,657 shares; 2025Q2: 6,514 shares; 2025Q3: 6,293 shares; 2025Q4: 6,286 shares; 2026Q1: 6,350 shares; 2026Q2: 6,303 shares 6,303 $375K 0.02% -47 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares; 2026Q2: 1,651 shares 1,651 $375K 0.02% +49 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,946 shares; 2025Q1: not reported; 2025Q2: 9,673 shares; 2025Q3: 7,626 shares; 2025Q4: 7,183 shares; 2026Q1: 7,183 shares; 2026Q2: 7,183 shares 7,183 $371K 0.02% 0 Timeline FXU 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: 6,056 shares; 2025Q1: 6,087 shares; 2025Q2: 7,121 shares; 2025Q3: 7,164 shares; 2025Q4: 7,218 shares; 2026Q1: 7,460 shares; 2026Q2: 7,478 shares 7,478 $369K 0.02% +18 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: 4,399 shares; 2024Q4: 5,929 shares; 2025Q1: 11,928 shares; 2025Q2: 5,392 shares; 2025Q3: 2,729 shares; 2025Q4: 2,749 shares; 2026Q1: 1,982 shares; 2026Q2: 2,174 shares 2,174 $364K 0.02% +192 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,190 shares; 2025Q2: 905 shares; 2025Q3: 907 shares; 2025Q4: 927 shares; 2026Q1: 930 shares; 2026Q2: 858 shares 858 $363K 0.02% -72 Timeline USRT 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: 4,962 shares; 2025Q1: 4,962 shares; 2025Q2: 4,962 shares; 2025Q3: 4,762 shares; 2025Q4: 4,902 shares; 2026Q1: 5,910 shares; 2026Q2: 5,460 shares 5,460 $363K 0.02% -450 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: not reported; 2024Q4: 13,520 shares; 2025Q1: 20,252 shares; 2025Q2: 3,894 shares; 2025Q3: not reported; 2025Q4: 4,942 shares; 2026Q1: 4,889 shares; 2026Q2: 3,315 shares 3,315 $362K 0.02% -1,574 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: 2,335 shares; 2024Q4: 3,192 shares; 2025Q1: 6,302 shares; 2025Q2: 2,886 shares; 2025Q3: 1,799 shares; 2025Q4: not reported; 2026Q1: 1,603 shares; 2026Q2: 1,647 shares 1,647 $360K 0.02% +44 Timeline IEUR 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: 4,778 shares; 2026Q1: 4,778 shares; 2026Q2: 4,778 shares 4,778 $359K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,913 shares; 2024Q4: 7,408 shares; 2025Q1: 7,700 shares; 2025Q2: 6,423 shares; 2025Q3: not reported; 2025Q4: 4,669 shares; 2026Q1: 6,876 shares; 2026Q2: 6,814 shares 6,814 $357K 0.02% -62 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,879 shares; 2025Q1: 4,464 shares; 2025Q2: 2,385 shares; 2025Q3: not reported; 2025Q4: 2,305 shares; 2026Q1: 2,111 shares; 2026Q2: 1,644 shares 1,644 $356K 0.02% -467 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,137 shares; 2026Q2: 3,510 shares 3,510 $354K 0.02% -627 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,220 shares; 2025Q1: 2,390 shares; 2025Q2: 2,369 shares; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 3,609 shares; 2026Q2: 3,021 shares 3,021 $353K 0.02% -588 Timeline SHY 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: 4,242 shares; 2025Q1: 8,724 shares; 2025Q2: 7,027 shares; 2025Q3: 6,197 shares; 2025Q4: 3,857 shares; 2026Q1: 3,830 shares; 2026Q2: 4,274 shares 4,274 $351K 0.02% +444 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: not reported; 2025Q1: not reported; 2025Q2: 9,183 shares; 2025Q3: 8,957 shares; 2025Q4: 9,527 shares; 2026Q1: 11,170 shares; 2026Q2: 11,790 shares 11,790 $347K 0.02% +620 Timeline EEMA 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: 25,186 shares; 2026Q1: 24,903 shares; 2026Q2: 2,958 shares 2,958 $346K 0.02% -21,945 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: 439 shares; 2024Q4: 776 shares; 2025Q1: 726 shares; 2025Q2: 630 shares; 2025Q3: 481 shares; 2025Q4: 4,650 shares; 2026Q1: 5,771 shares; 2026Q2: 4,842 shares 4,842 $346K 0.02% -929 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: 4,561 shares; 2024Q4: 5,332 shares; 2025Q1: 5,660 shares; 2025Q2: 5,466 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,377 shares; 2026Q2: 4,075 shares 4,075 $345K 0.02% -1,302 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,900 shares; 2025Q2: 3,741 shares; 2025Q3: 3,375 shares; 2025Q4: 3,946 shares; 2026Q1: 2,559 shares; 2026Q2: 2,087 shares 2,087 $343K 0.02% -472 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,907 shares; 2024Q4: 2,795 shares; 2025Q1: 5,020 shares; 2025Q2: 2,196 shares; 2025Q3: 806 shares; 2025Q4: 809 shares; 2026Q1: 1,577 shares; 2026Q2: 1,489 shares 1,489 $342K 0.02% -88 Timeline GAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,419 shares 6,419 $339K 0.02% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares; 2026Q1: 2,800 shares; 2026Q2: 2,913 shares 2,913 $338K 0.02% +113 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: 27,209 shares; 2025Q2: 77,890 shares; 2025Q3: 6,310 shares; 2025Q4: 6,152 shares; 2026Q1: 6,146 shares; 2026Q2: 5,997 shares 5,997 $337K 0.02% -149 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,315 shares; 2024Q4: 8,447 shares; 2025Q1: 8,443 shares; 2025Q2: 8,198 shares; 2025Q3: 7,475 shares; 2025Q4: 7,475 shares; 2026Q1: 8,296 shares; 2026Q2: 8,296 shares 8,296 $336K 0.02% 0 Timeline FTMH 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: 27,822 shares; 2026Q1: 27,796 shares; 2026Q2: 28,029 shares 28,029 $333K 0.02% +233 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: 1,459 shares; 2024Q4: 3,073 shares; 2025Q1: 3,507 shares; 2025Q2: 3,193 shares; 2025Q3: 2,127 shares; 2025Q4: 2,433 shares; 2026Q1: 2,712 shares; 2026Q2: 2,124 shares 2,124 $333K 0.02% -588 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: 11,075 shares; 2024Q4: 10,586 shares; 2025Q1: 18,660 shares; 2025Q2: 8,912 shares; 2025Q3: 4,471 shares; 2025Q4: 5,227 shares; 2026Q1: 5,875 shares; 2026Q2: 4,473 shares 4,473 $333K 0.02% -1,402 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares; 2026Q2: 2,530 shares 2,530 $330K 0.02% +338 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares; 2026Q1: 589 shares; 2026Q2: 3,750 shares 3,750 $330K 0.02% +3,161 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,795 shares; 2025Q3: 6,695 shares; 2025Q4: 6,074 shares; 2026Q1: 5,110 shares; 2026Q2: 2,812 shares 2,812 $329K 0.02% -2,298 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 3,814 shares; 2026Q1: 3,942 shares; 2026Q2: 4,066 shares 4,066 $329K 0.02% +124 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,275 shares 3,275 $326K 0.02% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,311 shares; 2026Q2: 8,781 shares 8,781 $325K 0.02% +470 Timeline VIOG 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: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares 2,115 $324K 0.02% 0 Timeline VIOV 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: 2,947 shares; 2026Q1: 2,734 shares; 2026Q2: 2,754 shares 2,754 $323K 0.02% +20 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,550 shares 6,550 $323K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,325 shares; 2025Q3: 2,294 shares; 2025Q4: 2,223 shares; 2026Q1: 2,524 shares; 2026Q2: 2,338 shares 2,338 $322K 0.02% -186 Timeline BUFY 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 reported; 2026Q1: 9,725 shares; 2026Q2: 13,663 shares 13,663 $320K 0.02% +3,938 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: not reported; 2024Q4: 3,223 shares; 2025Q1: 9,972 shares; 2025Q2: 4,952 shares; 2025Q3: 2,392 shares; 2025Q4: 2,471 shares; 2026Q1: 3,861 shares; 2026Q2: 3,122 shares 3,122 $319K 0.02% -739 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: 4,343 shares; 2024Q4: 5,632 shares; 2025Q1: 12,376 shares; 2025Q2: 6,211 shares; 2025Q3: 5,630 shares; 2025Q4: 6,296 shares; 2026Q1: 6,322 shares; 2026Q2: 5,667 shares 5,667 $315K 0.02% -655 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,559 shares; 2024Q4: 13,085 shares; 2025Q1: 12,282 shares; 2025Q2: 10,733 shares; 2025Q3: 8,766 shares; 2025Q4: 10,852 shares; 2026Q1: 13,641 shares; 2026Q2: 11,436 shares 11,436 $314K 0.02% -2,205 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,460 shares; 2024Q4: 11,487 shares; 2025Q1: 10,948 shares; 2025Q2: 10,093 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,329 shares; 2026Q2: 6,557 shares 6,557 $313K 0.01% -2,772 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,720 shares; 2026Q2: 10,692 shares 10,692 $313K 0.01% -28 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,672 shares; 2025Q4: 9,505 shares; 2026Q1: 9,505 shares; 2026Q2: 9,508 shares 9,508 $312K 0.01% +3 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,560 shares; 2026Q2: 3,987 shares 3,987 $310K 0.01% -573 Timeline BKLN 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: 14,392 shares; 2026Q1: 13,886 shares; 2026Q2: 15,156 shares 15,156 $309K 0.01% +1,270 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,972 shares; 2026Q2: 1,859 shares 1,859 $309K 0.01% -113 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 3,325 shares; 2025Q1: 2,904 shares; 2025Q2: 2,739 shares; 2025Q3: 1,790 shares; 2025Q4: 2,312 shares; 2026Q1: 2,420 shares; 2026Q2: 1,891 shares 1,891 $308K 0.01% -529 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,706 shares; 2025Q3: not reported; 2025Q4: 7,593 shares; 2026Q1: 10,623 shares; 2026Q2: 10,636 shares 10,636 $302K 0.01% +13 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 1,125 shares; 2026Q1: 1,101 shares; 2026Q2: 1,113 shares 1,113 $301K 0.01% +12 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,067 shares; 2025Q3: 15,273 shares; 2025Q4: 11,326 shares; 2026Q1: 11,427 shares; 2026Q2: 11,582 shares 11,582 $299K 0.01% +155 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,054 shares; 2025Q1: 2,177 shares; 2025Q2: 2,223 shares; 2025Q3: 1,802 shares; 2025Q4: 1,001 shares; 2026Q1: 1,161 shares; 2026Q2: 941 shares 941 $299K 0.01% -220 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,429 shares; 2026Q1: 59,970 shares; 2026Q2: 7,269 shares 7,269 $298K 0.01% -52,701 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 2,505 shares; 2025Q1: 2,000 shares; 2025Q2: 1,216 shares; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,720 shares; 2026Q2: 1,098 shares 1,098 $294K 0.01% -622 Timeline FIIG 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: 11,142 shares; 2025Q2: 10,562 shares; 2025Q3: 11,797 shares; 2025Q4: 11,591 shares; 2026Q1: 13,760 shares; 2026Q2: 14,144 shares 14,144 $293K 0.01% +384 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,394 shares; 2026Q2: 4,053 shares 4,053 $290K 0.01% +659 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,215 shares 4,215 $288K 0.01% new Timeline