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: 2,347,312 shares; 2024Q4: 2,300,602 shares; 2025Q1: 2,221,821 shares; 2025Q2: 2,293,771 shares; 2025Q3: 2,306,327 shares; 2025Q4: 2,426,862 shares; 2026Q1: 2,561,902 shares; 2026Q2: 2,592,408 shares 2,592,408 $58.9M 17.55% +30,506 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: 827,873 shares; 2024Q4: 839,965 shares; 2025Q1: 952,921 shares; 2025Q2: 1,137,753 shares; 2025Q3: 896,583 shares; 2025Q4: 920,648 shares; 2026Q1: 954,737 shares; 2026Q2: 1,026,961 shares 1,026,961 $49.1M 14.64% +72,224 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: 1,036,449 shares; 2024Q4: 1,073,108 shares; 2025Q1: 979,614 shares; 2025Q2: 980,301 shares; 2025Q3: 1,069,282 shares; 2025Q4: 1,161,419 shares; 2026Q1: 1,168,065 shares; 2026Q2: 1,070,324 shares 1,070,324 $43.9M 13.09% -97,741 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: 742,795 shares; 2024Q4: 426,154 shares; 2025Q1: 247,299 shares; 2025Q2: 342,266 shares; 2025Q3: 399,064 shares; 2025Q4: 435,877 shares; 2026Q1: 448,430 shares; 2026Q2: 424,946 shares 424,946 $21.2M 6.32% -23,484 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: 36,945 shares; 2024Q4: 36,125 shares; 2025Q1: 40,109 shares; 2025Q2: 84,127 shares; 2025Q3: 370,362 shares; 2025Q4: 530,851 shares; 2026Q1: 581,253 shares; 2026Q2: 519,509 shares 519,509 $18.7M 5.56% -61,744 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: 193,667 shares; 2025Q1: 239,136 shares; 2025Q2: 264,553 shares; 2025Q3: 279,232 shares; 2025Q4: 283,517 shares; 2026Q1: 243,321 shares; 2026Q2: 274,331 shares 274,331 $9.02M 2.69% +31,010 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: 81,105 shares; 2025Q4: 83,507 shares; 2026Q1: 82,934 shares; 2026Q2: 167,555 shares 167,555 $8.87M 2.64% +84,621 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: 220,662 shares; 2025Q2: 220,638 shares; 2025Q3: 130,684 shares; 2025Q4: 123,448 shares; 2026Q1: 142,604 shares; 2026Q2: 158,010 shares 158,010 $7.23M 2.15% +15,406 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214,984 shares 214,984 $4.97M 1.48% new 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: 152,443 shares; 2025Q4: 160,175 shares; 2026Q1: 152,287 shares; 2026Q2: 148,273 shares 148,273 $4.14M 1.24% -4,014 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: 16,647 shares; 2024Q4: 29,831 shares; 2025Q1: 35,319 shares; 2025Q2: 40,331 shares; 2025Q3: 38,669 shares; 2025Q4: 37,771 shares; 2026Q1: 34,342 shares; 2026Q2: 45,246 shares 45,246 $4.08M 1.22% +10,904 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: 60,362 shares; 2024Q4: 59,997 shares; 2025Q1: not reported; 2025Q2: 57,964 shares; 2025Q3: 57,964 shares; 2025Q4: 57,965 shares; 2026Q1: 57,984 shares; 2026Q2: 57,999 shares 57,999 $3.5M 1.04% +15 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: 30,230 shares; 2024Q4: 39,448 shares; 2025Q1: 33,230 shares; 2025Q2: 39,293 shares; 2025Q3: 39,252 shares; 2025Q4: 37,397 shares; 2026Q1: 36,274 shares; 2026Q2: 35,596 shares 35,596 $3.41M 1.02% -678 Timeline USTB 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: 19,104 shares; 2025Q1: 32,512 shares; 2025Q2: 46,115 shares; 2025Q3: 44,258 shares; 2025Q4: 37,614 shares; 2026Q1: 51,908 shares; 2026Q2: 64,761 shares 64,761 $3.28M 0.98% +12,853 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,023 shares; 2024Q4: 65,579 shares; 2025Q1: 111,557 shares; 2025Q2: 89,551 shares; 2025Q3: 83,937 shares; 2025Q4: 90,577 shares; 2026Q1: 64,998 shares; 2026Q2: 60,014 shares 60,014 $3.03M 0.9% -4,984 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: 286,495 shares; 2024Q4: 258,273 shares; 2025Q1: 117,717 shares; 2025Q2: 185,327 shares; 2025Q3: 130,948 shares; 2025Q4: 59,726 shares; 2026Q1: 64,271 shares; 2026Q2: 51,280 shares 51,280 $3.02M 0.9% -12,991 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: 22,815 shares; 2024Q4: 19,878 shares; 2025Q1: 13,984 shares; 2025Q2: 35,578 shares; 2025Q3: 71,572 shares; 2025Q4: 91,142 shares; 2026Q1: 104,975 shares; 2026Q2: 147,202 shares 147,202 $2.54M 0.76% +42,227 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109,382 shares 109,382 $2.27M 0.68% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,923 shares; 2024Q4: 9,332 shares; 2025Q1: 7,447 shares; 2025Q2: 8,805 shares; 2025Q3: 9,383 shares; 2025Q4: 8,234 shares; 2026Q1: 7,990 shares; 2026Q2: 7,805 shares 7,805 $2.26M 0.67% -185 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,102 shares; 2024Q4: 10,829 shares; 2025Q1: 14,065 shares; 2025Q2: 14,841 shares; 2025Q3: 13,967 shares; 2025Q4: 13,353 shares; 2026Q1: 15,564 shares; 2026Q2: 13,772 shares 13,772 $2.25M 0.67% -1,792 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: 69,183 shares; 2025Q3: 63,718 shares; 2025Q4: 63,701 shares; 2026Q1: 63,895 shares; 2026Q2: 74,059 shares 74,059 $2.2M 0.66% +10,164 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: 8,190 shares; 2024Q4: 6,097 shares; 2025Q1: 6,399 shares; 2025Q2: 8,053 shares; 2025Q3: 7,870 shares; 2025Q4: 7,858 shares; 2026Q1: 7,455 shares; 2026Q2: 10,465 shares 10,465 $2.09M 0.62% +3,010 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,543 shares; 2024Q4: 6,164 shares; 2025Q1: 6,038 shares; 2025Q2: 6,672 shares; 2025Q3: 6,538 shares; 2025Q4: 5,415 shares; 2026Q1: 5,503 shares; 2026Q2: 5,639 shares 5,639 $2.02M 0.6% +136 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: not reported; 2025Q3: 2,339 shares; 2025Q4: 12,607 shares; 2026Q1: 12,970 shares; 2026Q2: 15,641 shares 15,641 $1.83M 0.55% +2,671 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: 43,627 shares; 2024Q4: 30,963 shares; 2025Q1: 36,076 shares; 2025Q2: 42,432 shares; 2025Q3: 43,794 shares; 2025Q4: 40,599 shares; 2026Q1: 34,718 shares; 2026Q2: 34,243 shares 34,243 $1.73M 0.52% -475 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: 3,533 shares; 2024Q4: 3,288 shares; 2025Q1: 3,125 shares; 2025Q2: 2,722 shares; 2025Q3: 2,768 shares; 2025Q4: 2,708 shares; 2026Q1: 2,453 shares; 2026Q2: 2,332 shares 2,332 $1.6M 0.48% -121 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: 1,900 shares; 2024Q4: 1,770 shares; 2025Q1: 1,673 shares; 2025Q2: 1,821 shares; 2025Q3: 1,789 shares; 2025Q4: 1,475 shares; 2026Q1: 1,473 shares; 2026Q2: 1,474 shares 1,474 $1.57M 0.47% +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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,750 shares 74,750 $1.56M 0.46% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: not reported; 2025Q2: 8,547 shares; 2025Q3: 8,461 shares; 2025Q4: 8,444 shares; 2026Q1: 8,120 shares; 2026Q2: 8,118 shares 8,118 $1.55M 0.46% -2 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: 4,691 shares; 2024Q4: 4,502 shares; 2025Q1: 4,424 shares; 2025Q2: 4,084 shares; 2025Q3: 4,580 shares; 2025Q4: 4,069 shares; 2026Q1: 4,023 shares; 2026Q2: 3,897 shares 3,897 $1.44M 0.43% -126 Timeline FLTR 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: 38,050 shares; 2025Q1: 44,118 shares; 2025Q2: 35,124 shares; 2025Q3: 33,186 shares; 2025Q4: 40,631 shares; 2026Q1: 51,446 shares; 2026Q2: 51,181 shares 51,181 $1.31M 0.39% -265 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: 4,340 shares; 2024Q4: 3,422 shares; 2025Q1: 2,999 shares; 2025Q2: 3,656 shares; 2025Q3: 4,830 shares; 2025Q4: 4,500 shares; 2026Q1: 3,417 shares; 2026Q2: 3,404 shares 3,404 $1.27M 0.38% -13 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: 10,272 shares; 2025Q2: 24,752 shares; 2025Q3: 18,134 shares; 2025Q4: 18,688 shares; 2026Q1: 23,157 shares; 2026Q2: 23,967 shares 23,967 $1.21M 0.36% +810 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 26,621 shares 26,621 $1.13M 0.34% new 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: 708 shares; 2024Q4: 635 shares; 2025Q1: 379 shares; 2025Q2: 879 shares; 2025Q3: 873 shares; 2025Q4: 866 shares; 2026Q1: 886 shares; 2026Q2: 1,071 shares 1,071 $1M 0.3% +185 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: 6,606 shares; 2024Q4: 6,287 shares; 2025Q1: 3,641 shares; 2025Q2: 6,827 shares; 2025Q3: 6,883 shares; 2025Q4: 6,177 shares; 2026Q1: 5,948 shares; 2026Q2: 5,869 shares 5,869 $973K 0.29% -79 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: 19,461 shares; 2024Q4: 17,937 shares; 2025Q1: 16,345 shares; 2025Q2: 17,624 shares; 2025Q3: 17,593 shares; 2025Q4: 17,231 shares; 2026Q1: 17,029 shares; 2026Q2: 17,047 shares 17,047 $971K 0.29% +18 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,474 shares; 2024Q4: 13,653 shares; 2025Q1: 26,261 shares; 2025Q2: 20,013 shares; 2025Q3: 18,401 shares; 2025Q4: 15,666 shares; 2026Q1: 18,228 shares; 2026Q2: 19,451 shares 19,451 $913K 0.27% +1,223 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: 6,216 shares; 2024Q4: 4,893 shares; 2025Q1: 4,056 shares; 2025Q2: 4,831 shares; 2025Q3: 4,737 shares; 2025Q4: 4,614 shares; 2026Q1: 3,863 shares; 2026Q2: 3,785 shares 3,785 $902K 0.27% -78 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: 8,283 shares; 2024Q4: 5,380 shares; 2025Q1: 4,329 shares; 2025Q2: 4,292 shares; 2025Q3: 4,348 shares; 2025Q4: 4,027 shares; 2026Q1: 5,703 shares; 2026Q2: 5,136 shares 5,136 $871K 0.26% -567 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: 7,531 shares; 2024Q4: 17,400 shares; 2025Q1: 15,693 shares; 2025Q2: 34,079 shares; 2025Q3: 33,182 shares; 2025Q4: 30,162 shares; 2026Q1: 30,162 shares; 2026Q2: 29,445 shares 29,445 $853K 0.25% -717 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: 577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 258 shares; 2025Q4: 240 shares; 2026Q1: 201 shares; 2026Q2: 2,823 shares 2,823 $852K 0.25% +2,622 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: 3,721 shares; 2024Q4: 3,535 shares; 2025Q1: 3,170 shares; 2025Q2: 3,372 shares; 2025Q3: 3,412 shares; 2025Q4: 3,195 shares; 2026Q1: 2,540 shares; 2026Q2: 2,572 shares 2,572 $842K 0.25% +32 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: 1,990 shares; 2024Q4: 2,223 shares; 2025Q1: 1,849 shares; 2025Q2: 2,507 shares; 2025Q3: 2,456 shares; 2025Q4: 2,404 shares; 2026Q1: 2,396 shares; 2026Q2: 2,434 shares 2,434 $835K 0.25% +38 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: not reported; 2025Q1: not reported; 2025Q2: 8,589 shares; 2025Q3: 12,687 shares; 2025Q4: 15,157 shares; 2026Q1: 16,861 shares; 2026Q2: 13,593 shares 13,593 $787K 0.23% -3,268 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: 5,622 shares; 2024Q4: 4,553 shares; 2025Q1: 4,269 shares; 2025Q2: 3,829 shares; 2025Q3: 3,538 shares; 2025Q4: 3,378 shares; 2026Q1: 3,324 shares; 2026Q2: 3,324 shares 3,324 $787K 0.23% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,771 shares; 2025Q3: 2,481 shares; 2025Q4: 2,959 shares; 2026Q1: 3,308 shares; 2026Q2: 2,728 shares 2,728 $780K 0.23% -580 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: 5,636 shares; 2024Q4: 6,540 shares; 2025Q1: 3,534 shares; 2025Q2: 7,657 shares; 2025Q3: 7,364 shares; 2025Q4: 7,153 shares; 2026Q1: 7,147 shares; 2026Q2: 5,690 shares 5,690 $778K 0.23% -1,457 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: 3,598 shares; 2024Q4: 3,398 shares; 2025Q1: 1,470 shares; 2025Q2: 3,387 shares; 2025Q3: 3,376 shares; 2025Q4: 2,972 shares; 2026Q1: 2,232 shares; 2026Q2: 2,237 shares 2,237 $770K 0.23% +5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,417 shares; 2026Q2: 16,053 shares 16,053 $730K 0.22% +636 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: 11,543 shares; 2024Q4: not reported; 2025Q1: 23,560 shares; 2025Q2: 32,183 shares; 2025Q3: 34,206 shares; 2025Q4: 37,042 shares; 2026Q1: 34,034 shares; 2026Q2: 20,741 shares 20,741 $702K 0.21% -13,293 Timeline JPIE 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: 6,076 shares; 2026Q1: 15,698 shares; 2026Q2: 14,833 shares 14,833 $683K 0.2% -865 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,282 shares; 2024Q4: 39,200 shares; 2025Q1: 48,039 shares; 2025Q2: 52,093 shares; 2025Q3: 50,910 shares; 2025Q4: 53,205 shares; 2026Q1: 20,589 shares; 2026Q2: 14,861 shares 14,861 $665K 0.2% -5,728 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: 1,039 shares; 2025Q1: 952 shares; 2025Q2: 1,117 shares; 2025Q3: 1,106 shares; 2025Q4: 1,081 shares; 2026Q1: 1,079 shares; 2026Q2: 1,291 shares 1,291 $663K 0.2% +212 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: 6,107 shares; 2024Q4: 5,376 shares; 2025Q1: 4,444 shares; 2025Q2: 2,997 shares; 2025Q3: 2,358 shares; 2025Q4: 2,355 shares; 2026Q1: 1,660 shares; 2026Q2: 1,760 shares 1,760 $648K 0.19% +100 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: 3,667 shares; 2024Q4: 3,103 shares; 2025Q1: 3,487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,485 shares 1,485 $641K 0.19% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,962 shares; 2024Q4: 5,536 shares; 2025Q1: not reported; 2025Q2: 5,086 shares; 2025Q3: 5,201 shares; 2025Q4: 4,869 shares; 2026Q1: 4,842 shares; 2026Q2: 4,694 shares 4,694 $636K 0.19% -148 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: 18,759 shares; 2025Q4: 23,214 shares; 2026Q1: 26,596 shares; 2026Q2: 21,153 shares 21,153 $633K 0.19% -5,443 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: 18,112 shares; 2025Q4: 22,487 shares; 2026Q1: 26,234 shares; 2026Q2: 21,300 shares 21,300 $617K 0.18% -4,934 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,308 shares; 2025Q4: 12,055 shares; 2026Q1: 17,871 shares; 2026Q2: 14,036 shares 14,036 $613K 0.18% -3,835 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,847 shares; 2024Q4: 6,847 shares; 2025Q1: 6,875 shares; 2025Q2: 7,897 shares; 2025Q3: 8,399 shares; 2025Q4: 8,415 shares; 2026Q1: 6,504 shares; 2026Q2: 6,552 shares 6,552 $600K 0.18% +48 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: 9,398 shares; 2025Q4: 9,258 shares; 2026Q1: 8,950 shares; 2026Q2: 3,679 shares 3,679 $596K 0.18% -5,271 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: 2,133 shares; 2024Q4: 1,849 shares; 2025Q1: 2,232 shares; 2025Q2: 2,332 shares; 2025Q3: 2,211 shares; 2025Q4: 2,285 shares; 2026Q1: 2,248 shares; 2026Q2: 2,248 shares 2,248 $586K 0.17% 0 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: 2,234 shares; 2024Q4: 1,700 shares; 2025Q1: 1,374 shares; 2025Q2: 1,603 shares; 2025Q3: 1,627 shares; 2025Q4: 1,281 shares; 2026Q1: 1,236 shares; 2026Q2: 1,179 shares 1,179 $579K 0.17% -57 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,399 shares; 2024Q4: 4,929 shares; 2025Q1: 4,279 shares; 2025Q2: 5,199 shares; 2025Q3: 5,261 shares; 2025Q4: 4,422 shares; 2026Q1: 4,232 shares; 2026Q2: 4,489 shares 4,489 $577K 0.17% +257 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: 27,239 shares; 2024Q4: 27,435 shares; 2025Q1: 26,136 shares; 2025Q2: 27,847 shares; 2025Q3: 27,950 shares; 2025Q4: 27,420 shares; 2026Q1: 27,331 shares; 2026Q2: 26,883 shares 26,883 $556K 0.17% -448 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: 835 shares; 2024Q4: 1,159 shares; 2025Q1: 1,091 shares; 2025Q2: 1,459 shares; 2025Q3: 1,441 shares; 2025Q4: 1,336 shares; 2026Q1: 1,101 shares; 2026Q2: 1,104 shares 1,104 $552K 0.16% +3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,259 shares; 2025Q4: 12,142 shares; 2026Q1: 18,028 shares; 2026Q2: 14,194 shares 14,194 $541K 0.16% -3,834 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: 3,332 shares; 2025Q2: 3,535 shares; 2025Q3: 3,538 shares; 2025Q4: 3,478 shares; 2026Q1: 3,375 shares; 2026Q2: 3,282 shares 3,282 $539K 0.16% -93 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: 3,675 shares; 2024Q4: 1,860 shares; 2025Q1: 1,345 shares; 2025Q2: 1,612 shares; 2025Q3: 1,044 shares; 2025Q4: 1,195 shares; 2026Q1: 1,174 shares; 2026Q2: 1,271 shares 1,271 $535K 0.16% +97 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: 1,386 shares; 2026Q2: 831 shares 831 $531K 0.16% -555 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: 2,123 shares; 2024Q4: 2,255 shares; 2025Q1: 1,822 shares; 2025Q2: 2,434 shares; 2025Q3: 2,345 shares; 2025Q4: 2,028 shares; 2026Q1: 1,967 shares; 2026Q2: 2,078 shares 2,078 $523K 0.16% +111 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: 1,533 shares 1,533 $522K 0.16% new 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: 25,012 shares; 2025Q1: 20,888 shares; 2025Q2: 19,656 shares; 2025Q3: 23,805 shares; 2025Q4: 24,767 shares; 2026Q1: 22,781 shares; 2026Q2: 17,275 shares 17,275 $507K 0.15% -5,506 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: 1,352 shares 1,352 $501K 0.15% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,598 shares; 2025Q3: 1,484 shares; 2025Q4: 1,437 shares; 2026Q1: 1,372 shares; 2026Q2: 1,237 shares 1,237 $492K 0.15% -135 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,508 shares 15,508 $468K 0.14% new 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: 7,685 shares; 2025Q4: 7,557 shares; 2026Q1: 6,800 shares; 2026Q2: 5,148 shares 5,148 $467K 0.14% -1,652 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: 1,496 shares; 2024Q4: 1,428 shares; 2025Q1: 1,453 shares; 2025Q2: 1,357 shares; 2025Q3: 1,347 shares; 2025Q4: 1,705 shares; 2026Q1: 1,679 shares; 2026Q2: 1,358 shares 1,358 $459K 0.14% -321 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: 474 shares; 2025Q4: 458 shares; 2026Q1: 337 shares; 2026Q2: 385 shares 385 $452K 0.13% +48 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: 3,956 shares; 2025Q1: 4,348 shares; 2025Q2: 4,522 shares; 2025Q3: 2,782 shares; 2025Q4: 2,682 shares; 2026Q1: 2,695 shares; 2026Q2: 2,944 shares 2,944 $452K 0.13% +249 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: 1,853 shares; 2024Q4: 1,912 shares; 2025Q1: 1,911 shares; 2025Q2: 1,987 shares; 2025Q3: 1,909 shares; 2025Q4: 1,861 shares; 2026Q1: 1,750 shares; 2026Q2: 1,716 shares 1,716 $439K 0.13% -34 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: 8,462 shares; 2024Q4: 8,623 shares; 2025Q1: 7,423 shares; 2025Q2: 7,657 shares; 2025Q3: 7,693 shares; 2025Q4: 7,490 shares; 2026Q1: 7,292 shares; 2026Q2: 5,272 shares 5,272 $436K 0.13% -2,020 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: 4,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: 1,085 shares; 2026Q1: 1,172 shares; 2026Q2: 1,145 shares 1,145 $433K 0.13% -27 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: 12,600 shares; 2024Q4: 21,798 shares; 2025Q1: 26,457 shares; 2025Q2: 20,875 shares; 2025Q3: 19,104 shares; 2025Q4: 20,766 shares; 2026Q1: 9,149 shares; 2026Q2: 8,265 shares 8,265 $422K 0.13% -884 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: 3,326 shares; 2024Q4: 2,031 shares; 2025Q1: 1,680 shares; 2025Q2: 1,293 shares; 2025Q3: 1,315 shares; 2025Q4: 1,513 shares; 2026Q1: 1,557 shares; 2026Q2: 1,563 shares 1,563 $419K 0.12% +6 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 3,749 shares; 2025Q4: 2,640 shares; 2026Q1: not reported; 2026Q2: 4,542 shares 4,542 $418K 0.12% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,634 shares 2,634 $416K 0.12% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,887 shares; 2025Q3: 2,919 shares; 2025Q4: 2,846 shares; 2026Q1: 2,936 shares; 2026Q2: 2,894 shares 2,894 $414K 0.12% -42 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: 4,564 shares; 2025Q1: 4,446 shares; 2025Q2: 4,707 shares; 2025Q3: 4,713 shares; 2025Q4: 3,761 shares; 2026Q1: 3,637 shares; 2026Q2: 3,580 shares 3,580 $411K 0.12% -57 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: 452 shares; 2024Q4: 347 shares; 2025Q1: 272 shares; 2025Q2: 359 shares; 2025Q3: 358 shares; 2025Q4: 346 shares; 2026Q1: 345 shares; 2026Q2: 339 shares 339 $407K 0.12% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,472 shares; 2026Q1: 2,737 shares; 2026Q2: 2,638 shares 2,638 $400K 0.12% -99 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: 2,818 shares; 2026Q2: 2,729 shares 2,729 $399K 0.12% -89 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,702 shares; 2024Q4: 3,617 shares; 2025Q1: 3,111 shares; 2025Q2: 3,241 shares; 2025Q3: 2,892 shares; 2025Q4: 2,892 shares; 2026Q1: 2,792 shares; 2026Q2: 2,788 shares 2,788 $396K 0.12% -4 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: 5,163 shares; 2024Q4: 5,037 shares; 2025Q1: 4,901 shares; 2025Q2: 5,262 shares; 2025Q3: 5,148 shares; 2025Q4: 4,933 shares; 2026Q1: 4,873 shares; 2026Q2: 5,001 shares 5,001 $385K 0.11% +128 Timeline VTC 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: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 4,163 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 4,657 shares; 2026Q1: 4,917 shares; 2026Q2: 4,971 shares 4,971 $382K 0.11% +54 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,940 shares 3,940 $369K 0.11% new 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: 3,588 shares; 2025Q1: 4,710 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,267 shares; 2026Q2: 2,136 shares 2,136 $363K 0.11% -1,131 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: 7,973 shares; 2024Q4: 19,697 shares; 2025Q1: 17,101 shares; 2025Q2: 14,617 shares; 2025Q3: 13,860 shares; 2025Q4: 12,213 shares; 2026Q1: 11,988 shares; 2026Q2: 11,392 shares 11,392 $361K 0.11% -596 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: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,016 shares; 2025Q4: 1,481 shares; 2026Q1: not reported; 2026Q2: 2,095 shares 2,095 $356K 0.11% new 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: 6,426 shares; 2024Q4: 6,422 shares; 2025Q1: 5,235 shares; 2025Q2: 5,872 shares; 2025Q3: 6,418 shares; 2025Q4: 6,526 shares; 2026Q1: 4,979 shares; 2026Q2: 4,991 shares 4,991 $356K 0.11% +12 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,280 shares; 2024Q4: 5,280 shares; 2025Q1: 4,592 shares; 2025Q2: 4,497 shares; 2025Q3: 3,987 shares; 2025Q4: 3,987 shares; 2026Q1: 3,987 shares; 2026Q2: 3,987 shares 3,987 $356K 0.11% 0 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: not reported; 2025Q2: 3,212 shares; 2025Q3: 3,328 shares; 2025Q4: not reported; 2026Q1: 1,085 shares; 2026Q2: 812 shares 812 $352K 0.1% -273 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: 5,879 shares; 2024Q4: 5,473 shares; 2025Q1: 5,940 shares; 2025Q2: 6,354 shares; 2025Q3: 6,309 shares; 2025Q4: 6,091 shares; 2026Q1: 5,910 shares; 2026Q2: 5,943 shares 5,943 $342K 0.1% +33 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: 327 shares; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares; 2026Q2: 350 shares 350 $342K 0.1% -125 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: 1,654 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 855 shares; 2026Q1: 933 shares; 2026Q2: 955 shares 955 $337K 0.1% +22 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,474 shares; 2024Q4: 4,765 shares; 2025Q1: 4,764 shares; 2025Q2: 3,794 shares; 2025Q3: 3,613 shares; 2025Q4: 3,206 shares; 2026Q1: 2,846 shares; 2026Q2: 2,970 shares 2,970 $335K 0.1% +124 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,552 shares; 2025Q3: not reported; 2025Q4: 5,863 shares; 2026Q1: 5,861 shares; 2026Q2: 5,924 shares 5,924 $332K 0.1% +63 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,548 shares; 2026Q1: 12,548 shares; 2026Q2: 10,103 shares 10,103 $328K 0.1% -2,445 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: 3,576 shares; 2024Q4: 3,725 shares; 2025Q1: 3,792 shares; 2025Q2: 4,001 shares; 2025Q3: 3,964 shares; 2025Q4: 3,820 shares; 2026Q1: 3,703 shares; 2026Q2: 3,558 shares 3,558 $326K 0.1% -145 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 2,019 shares; 2026Q1: 2,025 shares; 2026Q2: 2,027 shares 2,027 $324K 0.1% +2 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,392 shares; 2024Q4: 7,392 shares; 2025Q1: 6,476 shares; 2025Q2: 6,601 shares; 2025Q3: 5,889 shares; 2025Q4: 5,764 shares; 2026Q1: 5,160 shares; 2026Q2: 4,325 shares 4,325 $324K 0.1% -835 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: 2,162 shares; 2024Q4: 1,814 shares; 2025Q1: 1,767 shares; 2025Q2: 1,588 shares; 2025Q3: 1,527 shares; 2025Q4: 1,656 shares; 2026Q1: 1,661 shares; 2026Q2: 1,646 shares 1,646 $322K 0.1% -15 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,606 shares; 2024Q4: 16,194 shares; 2025Q1: 18,721 shares; 2025Q2: 13,061 shares; 2025Q3: 12,447 shares; 2025Q4: 10,579 shares; 2026Q1: 8,041 shares; 2026Q2: 6,681 shares 6,681 $317K 0.09% -1,360 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: not reported; 2025Q4: not reported; 2026Q1: 4,824 shares; 2026Q2: 3,439 shares 3,439 $317K 0.09% -1,385 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,790 shares; 2024Q4: 10,790 shares; 2025Q1: not reported; 2025Q2: 10,790 shares; 2025Q3: 9,575 shares; 2025Q4: 9,575 shares; 2026Q1: 9,575 shares; 2026Q2: 8,955 shares 8,955 $314K 0.09% -620 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: 10,680 shares; 2024Q4: 6,618 shares; 2025Q1: 4,658 shares; 2025Q2: 2,659 shares; 2025Q3: 2,674 shares; 2025Q4: 2,600 shares; 2026Q1: 2,589 shares; 2026Q2: 2,668 shares 2,668 $311K 0.09% +79 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: 8,873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,926 shares; 2025Q3: 9,172 shares; 2025Q4: 8,670 shares; 2026Q1: 6,649 shares; 2026Q2: 6,464 shares 6,464 $309K 0.09% -185 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares; 2026Q1: 473 shares; 2026Q2: 432 shares 432 $308K 0.09% -41 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: 190 shares; 2024Q4: 65 shares; 2025Q1: 78 shares; 2025Q2: 60 shares; 2025Q3: 42 shares; 2025Q4: 44 shares; 2026Q1: 68 shares; 2026Q2: 1,695 shares 1,695 $302K 0.09% +1,627 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: 6,628 shares; 2024Q4: 7,263 shares; 2025Q1: not reported; 2025Q2: 7,497 shares; 2025Q3: 7,815 shares; 2025Q4: 8,579 shares; 2026Q1: 8,382 shares; 2026Q2: 9,035 shares 9,035 $301K 0.09% +653 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: 10,193 shares; 2024Q4: 6,836 shares; 2025Q1: 6,749 shares; 2025Q2: 7,369 shares; 2025Q3: 7,232 shares; 2025Q4: 4,121 shares; 2026Q1: 3,939 shares; 2026Q2: 4,041 shares 4,041 $300K 0.09% +102 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: 21,247 shares; 2024Q4: 28,703 shares; 2025Q1: 31,358 shares; 2025Q2: 37,709 shares; 2025Q3: 42,301 shares; 2025Q4: 16,134 shares; 2026Q1: 14,006 shares; 2026Q2: 6,232 shares 6,232 $299K 0.09% -7,774 Timeline DON 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: 5,230 shares 5,230 $296K 0.09% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 421,857 shares; 2025Q1: 398,483 shares; 2025Q2: 30,725 shares; 2025Q3: 28,493 shares; 2025Q4: 24,620 shares; 2026Q1: 23,349 shares; 2026Q2: 22,594 shares 22,594 $291K 0.09% -755 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: 2,426 shares; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,386 shares; 2025Q3: 2,337 shares; 2025Q4: 2,275 shares; 2026Q1: 2,192 shares; 2026Q2: 2,302 shares 2,302 $291K 0.09% +110 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,424 shares; 2024Q4: 13,596 shares; 2025Q1: 11,954 shares; 2025Q2: 9,554 shares; 2025Q3: 8,720 shares; 2025Q4: 8,218 shares; 2026Q1: 7,552 shares; 2026Q2: 7,552 shares 7,552 $287K 0.09% 0 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: 40,754 shares; 2024Q4: 45,035 shares; 2025Q1: 43,796 shares; 2025Q2: 33,977 shares; 2025Q3: 34,303 shares; 2025Q4: 20,941 shares; 2026Q1: 18,947 shares; 2026Q2: 6,704 shares 6,704 $283K 0.08% -12,243 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: not reported; 2024Q4: 911 shares; 2025Q1: 1,449 shares; 2025Q2: 1,232 shares; 2025Q3: 545 shares; 2025Q4: 521 shares; 2026Q1: 931 shares; 2026Q2: 549 shares 549 $283K 0.08% -382 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: 1,034 shares; 2024Q4: 996 shares; 2025Q1: 1,049 shares; 2025Q2: 1,096 shares; 2025Q3: 1,102 shares; 2025Q4: 1,050 shares; 2026Q1: 1,039 shares; 2026Q2: 1,022 shares 1,022 $282K 0.08% -17 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: 505 shares; 2024Q4: 677 shares; 2025Q1: 726 shares; 2025Q2: 770 shares; 2025Q3: 733 shares; 2025Q4: 719 shares; 2026Q1: 726 shares; 2026Q2: 594 shares 594 $273K 0.08% -132 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 12,227 shares; 2025Q3: 11,544 shares; 2025Q4: 11,722 shares; 2026Q1: 12,303 shares; 2026Q2: 5,955 shares 5,955 $272K 0.08% -6,348 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,217 shares; 2025Q1: 3,590 shares; 2025Q2: 3,853 shares; 2025Q3: 4,387 shares; 2025Q4: 3,733 shares; 2026Q1: 3,597 shares; 2026Q2: 3,432 shares 3,432 $271K 0.08% -165 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 421 shares 421 $270K 0.08% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 3,806 shares; 2025Q1: 3,433 shares; 2025Q2: 3,433 shares; 2025Q3: 3,128 shares; 2025Q4: 3,109 shares; 2026Q1: 2,850 shares; 2026Q2: 2,795 shares 2,795 $270K 0.08% -55 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120 shares; 2024Q4: 1,643 shares; 2025Q1: 1,747 shares; 2025Q2: 1,880 shares; 2025Q3: 1,910 shares; 2025Q4: 1,765 shares; 2026Q1: 1,361 shares; 2026Q2: 1,301 shares 1,301 $263K 0.08% -60 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,609 shares 1,609 $260K 0.08% 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: 3,661 shares; 2024Q4: 3,037 shares; 2025Q1: 3,385 shares; 2025Q2: 2,930 shares; 2025Q3: 2,486 shares; 2025Q4: 2,679 shares; 2026Q1: 3,005 shares; 2026Q2: 2,810 shares 2,810 $258K 0.08% -195 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: 610 shares; 2024Q4: 563 shares; 2025Q1: 337 shares; 2025Q2: 347 shares; 2025Q3: 318 shares; 2025Q4: 305 shares; 2026Q1: 343 shares; 2026Q2: 339 shares 339 $256K 0.08% -4 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 318 shares; 2026Q1: not reported; 2026Q2: 342 shares 342 $256K 0.08% new 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: 1,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 986 shares; 2026Q1: 985 shares; 2026Q2: 1,007 shares 1,007 $256K 0.08% +22 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: 3,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,173 shares 2,173 $255K 0.08% new 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: 1,689 shares; 2024Q4: 1,209 shares; 2025Q1: 1,494 shares; 2025Q2: 1,633 shares; 2025Q3: 1,701 shares; 2025Q4: 1,611 shares; 2026Q1: 1,236 shares; 2026Q2: 1,167 shares 1,167 $253K 0.08% -69 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: 2,070 shares; 2024Q4: 1,962 shares; 2025Q1: 2,011 shares; 2025Q2: 2,170 shares; 2025Q3: 2,132 shares; 2025Q4: 2,065 shares; 2026Q1: 2,016 shares; 2026Q2: 1,361 shares 1,361 $251K 0.07% -655 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: 25,999 shares; 2024Q4: 30,266 shares; 2025Q1: 28,998 shares; 2025Q2: 29,397 shares; 2025Q3: 28,836 shares; 2025Q4: 28,193 shares; 2026Q1: 17,890 shares; 2026Q2: 18,028 shares 18,028 $251K 0.07% +138 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 2,857 shares; 2025Q1: 2,636 shares; 2025Q2: 2,613 shares; 2025Q3: 2,583 shares; 2025Q4: 2,391 shares; 2026Q1: 2,415 shares; 2026Q2: 2,397 shares 2,397 $249K 0.07% -18 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 2,272 shares; 2025Q1: 1,772 shares; 2025Q2: not reported; 2025Q3: 1,405 shares; 2025Q4: 1,287 shares; 2026Q1: 1,182 shares; 2026Q2: 1,132 shares 1,132 $247K 0.07% -50 Timeline SCIO 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: 13,669 shares; 2026Q2: 11,805 shares 11,805 $244K 0.07% -1,864 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: 3,771 shares; 2024Q4: 2,968 shares; 2025Q1: 2,797 shares; 2025Q2: 2,051 shares; 2025Q3: 2,035 shares; 2025Q4: 1,945 shares; 2026Q1: 1,953 shares; 2026Q2: 1,922 shares 1,922 $243K 0.07% -31 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,053 shares; 2025Q4: 2,025 shares; 2026Q1: 1,874 shares; 2026Q2: 1,771 shares 1,771 $240K 0.07% -103 Timeline PVAL 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: 10,831 shares; 2024Q4: 9,071 shares; 2025Q1: 7,232 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,698 shares 4,698 $239K 0.07% new 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: 1,211 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 314 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 320 shares 320 $239K 0.07% 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: 4,706 shares; 2024Q4: 4,627 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 3,767 shares; 2025Q4: 2,765 shares; 2026Q1: 5,522 shares; 2026Q2: 2,533 shares 2,533 $234K 0.07% -2,989 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979 shares; 2024Q4: not reported; 2025Q1: 918 shares; 2025Q2: 932 shares; 2025Q3: 914 shares; 2025Q4: 855 shares; 2026Q1: not reported; 2026Q2: 676 shares 676 $229K 0.07% 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: not reported; 2025Q3: not reported; 2025Q4: 1,662 shares; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $226K 0.07% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 1,981 shares; 2025Q4: 1,981 shares; 2026Q1: 1,887 shares; 2026Q2: 1,866 shares 1,866 $224K 0.07% -21 Timeline REIT ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,350 shares 7,350 $223K 0.07% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,693 shares; 2024Q4: 6,749 shares; 2025Q1: 5,373 shares; 2025Q2: 3,024 shares; 2025Q3: 2,691 shares; 2025Q4: 2,312 shares; 2026Q1: 1,841 shares; 2026Q2: 1,564 shares 1,564 $214K 0.06% -277 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: 3,738 shares; 2024Q4: 3,154 shares; 2025Q1: 2,646 shares; 2025Q2: 3,234 shares; 2025Q3: 3,274 shares; 2025Q4: 3,205 shares; 2026Q1: not reported; 2026Q2: 1,443 shares 1,443 $212K 0.06% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 437 shares 437 $211K 0.06% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 1,366 shares; 2025Q1: 1,254 shares; 2025Q2: 1,348 shares; 2025Q3: 1,376 shares; 2025Q4: 1,085 shares; 2026Q1: 1,033 shares; 2026Q2: 991 shares 991 $209K 0.06% -42 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,267 shares 1,267 $208K 0.06% 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: 788 shares; 2024Q4: 626 shares; 2025Q1: 566 shares; 2025Q2: 589 shares; 2025Q3: 689 shares; 2025Q4: 604 shares; 2026Q1: not reported; 2026Q2: 586 shares 586 $207K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,990 shares 1,990 $206K 0.06% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 1,365 shares; 2025Q1: 1,319 shares; 2025Q2: 1,173 shares; 2025Q3: 1,252 shares; 2025Q4: 1,033 shares; 2026Q1: 901 shares; 2026Q2: 865 shares 865 $205K 0.06% -36 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1,855 shares; 2025Q4: 1,816 shares; 2026Q1: not reported; 2026Q2: 1,730 shares 1,730 $203K 0.06% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,048 shares 2,048 $203K 0.06% -126 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,581 shares 5,581 $202K 0.06% new Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,447 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,447 shares; 2026Q2: 10,447 shares 10,447 $29.6K 0.01% 0 Timeline