DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226,224 shares; 2024Q4: 1,238,385 shares; 2025Q1: 1,302,320 shares; 2025Q2: 1,306,447 shares; 2025Q3: 1,334,864 shares; 2025Q4: 1,363,330 shares; 2026Q1: 1,403,415 shares; 2026Q2: 1,430,575 shares 1,430,575 $108M 7.27% +27,160 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: 168,231 shares; 2024Q4: 163,467 shares; 2025Q1: 167,442 shares; 2025Q2: 174,256 shares; 2025Q3: 178,285 shares; 2025Q4: 175,584 shares; 2026Q1: 173,299 shares; 2026Q2: 169,632 shares 169,632 $59.9M 4.02% -3,667 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: 711,747 shares; 2024Q4: 738,345 shares; 2025Q1: 767,617 shares; 2025Q2: 769,580 shares; 2025Q3: 783,409 shares; 2025Q4: 788,304 shares; 2026Q1: 798,533 shares; 2026Q2: 1,128,650 shares 1,128,650 $56.9M 3.81% +330,117 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: not reported; 2025Q1: 14,660 shares; 2025Q2: 35,275 shares; 2025Q3: 57,903 shares; 2025Q4: 61,181 shares; 2026Q1: 59,575 shares; 2026Q2: 58,658 shares 58,658 $42.4M 2.84% -917 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,802 shares; 2024Q4: 126,676 shares; 2025Q1: 131,277 shares; 2025Q2: 130,751 shares; 2025Q3: 130,634 shares; 2025Q4: 128,760 shares; 2026Q1: 133,032 shares; 2026Q2: 137,347 shares 137,347 $39.9M 2.68% +4,315 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,795 shares; 2024Q4: 128,137 shares; 2025Q1: 132,235 shares; 2025Q2: 131,962 shares; 2025Q3: 133,140 shares; 2025Q4: 134,411 shares; 2026Q1: 135,976 shares; 2026Q2: 139,081 shares 139,081 $38.1M 2.55% +3,105 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: 91,401 shares; 2024Q4: 88,106 shares; 2025Q1: 90,110 shares; 2025Q2: 91,229 shares; 2025Q3: 92,313 shares; 2025Q4: 93,590 shares; 2026Q1: 96,070 shares; 2026Q2: 97,541 shares 97,541 $36.4M 2.44% +1,471 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: 65,881 shares; 2024Q4: 65,058 shares; 2025Q1: 65,819 shares; 2025Q2: 65,167 shares; 2025Q3: 68,171 shares; 2025Q4: 69,493 shares; 2026Q1: 69,618 shares; 2026Q2: 69,719 shares 69,719 $34.9M 2.34% +101 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,370 shares; 2024Q4: 506,049 shares; 2025Q1: 572,251 shares; 2025Q2: 565,571 shares; 2025Q3: 583,021 shares; 2025Q4: 606,403 shares; 2026Q1: 622,121 shares; 2026Q2: 652,917 shares 652,917 $34.7M 2.33% +30,796 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: 118,560 shares; 2024Q4: 111,253 shares; 2025Q1: 109,040 shares; 2025Q2: 108,075 shares; 2025Q3: 106,982 shares; 2025Q4: 105,972 shares; 2026Q1: 104,455 shares; 2026Q2: 104,741 shares 104,741 $34.3M 2.3% +286 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: 142,714 shares; 2024Q4: 134,334 shares; 2025Q1: 134,027 shares; 2025Q2: 135,964 shares; 2025Q3: 138,135 shares; 2025Q4: 139,515 shares; 2026Q1: 140,724 shares; 2026Q2: 138,955 shares 138,955 $33.1M 2.22% -1,769 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: 153,238 shares; 2024Q4: 143,828 shares; 2025Q1: 141,546 shares; 2025Q2: 138,385 shares; 2025Q3: 136,759 shares; 2025Q4: 136,120 shares; 2026Q1: 135,441 shares; 2026Q2: 135,272 shares 135,272 $32M 2.15% -169 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: 94,391 shares; 2024Q4: 94,901 shares; 2025Q1: 98,951 shares; 2025Q2: 98,629 shares; 2025Q3: 98,404 shares; 2025Q4: 99,462 shares; 2026Q1: 100,838 shares; 2026Q2: 381,713 shares 381,713 $30.8M 2.06% +280,875 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: 157,907 shares; 2024Q4: 153,578 shares; 2025Q1: 146,969 shares; 2025Q2: 143,084 shares; 2025Q3: 147,536 shares; 2025Q4: 152,863 shares; 2026Q1: 155,064 shares; 2026Q2: 158,459 shares 158,459 $28.7M 1.92% +3,395 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: 371,269 shares; 2024Q4: 352,167 shares; 2025Q1: 348,003 shares; 2025Q2: 349,776 shares; 2025Q3: 354,217 shares; 2025Q4: 352,201 shares; 2026Q1: 343,949 shares; 2026Q2: 344,567 shares 344,567 $28.5M 1.91% +618 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: 65,171 shares; 2024Q4: 64,678 shares; 2025Q1: 66,271 shares; 2025Q2: 68,964 shares; 2025Q3: 70,832 shares; 2025Q4: 72,433 shares; 2026Q1: 69,877 shares; 2026Q2: 66,221 shares 66,221 $26.3M 1.76% -3,656 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: 185,443 shares; 2024Q4: 187,137 shares; 2025Q1: 203,370 shares; 2025Q2: 202,030 shares; 2025Q3: 209,736 shares; 2025Q4: 226,345 shares; 2026Q1: 237,320 shares; 2026Q2: 251,467 shares 251,467 $25.7M 1.72% +14,147 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: 417,951 shares; 2024Q4: 405,076 shares; 2025Q1: 398,465 shares; 2025Q2: 401,347 shares; 2025Q3: 406,839 shares; 2025Q4: 412,997 shares; 2026Q1: 416,335 shares; 2026Q2: 426,377 shares 426,377 $21.4M 1.44% +10,042 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: 131,890 shares; 2024Q4: 129,359 shares; 2025Q1: 132,823 shares; 2025Q2: 136,467 shares; 2025Q3: 140,374 shares; 2025Q4: 144,479 shares; 2026Q1: 141,200 shares; 2026Q2: 134,100 shares 134,100 $21M 1.41% -7,100 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: 91,951 shares; 2024Q4: 81,408 shares; 2025Q1: 78,710 shares; 2025Q2: 80,564 shares; 2025Q3: 75,889 shares; 2025Q4: 73,679 shares; 2026Q1: 69,404 shares; 2026Q2: 69,472 shares 69,472 $20.1M 1.35% +68 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: 81,069 shares; 2024Q4: 72,553 shares; 2025Q1: 71,530 shares; 2025Q2: 69,771 shares; 2025Q3: 68,703 shares; 2025Q4: 64,867 shares; 2026Q1: 60,028 shares; 2026Q2: 53,410 shares 53,410 $19.1M 1.28% -6,618 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: 164,829 shares; 2024Q4: 166,640 shares; 2025Q1: 177,520 shares; 2025Q2: 181,458 shares; 2025Q3: 186,007 shares; 2025Q4: 190,857 shares; 2026Q1: 193,398 shares; 2026Q2: 195,522 shares 195,522 $18M 1.21% +2,124 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: 55,012 shares; 2024Q4: 50,637 shares; 2025Q1: 48,430 shares; 2025Q2: 46,882 shares; 2025Q3: 47,152 shares; 2025Q4: 47,972 shares; 2026Q1: 48,414 shares; 2026Q2: 49,212 shares 49,212 $16.9M 1.13% +798 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: 158,069 shares; 2024Q4: 570,889 shares; 2025Q1: 535,516 shares; 2025Q2: 518,105 shares; 2025Q3: 506,271 shares; 2025Q4: 491,091 shares; 2026Q1: 478,182 shares; 2026Q2: 479,214 shares 479,214 $16.2M 1.09% +1,032 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: 78,220 shares; 2024Q4: 80,075 shares; 2025Q1: 84,527 shares; 2025Q2: 84,138 shares; 2025Q3: 87,437 shares; 2025Q4: 91,068 shares; 2026Q1: 92,531 shares; 2026Q2: 81,506 shares 81,506 $16.1M 1.08% -11,025 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,111 shares; 2024Q4: 125,582 shares; 2025Q1: 140,497 shares; 2025Q2: 153,688 shares; 2025Q3: 183,745 shares; 2025Q4: 192,609 shares; 2026Q1: 198,237 shares; 2026Q2: 203,831 shares 203,831 $15.9M 1.07% +5,594 Timeline KBE 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: 195,730 shares; 2024Q4: 189,778 shares; 2025Q1: 200,148 shares; 2025Q2: 200,939 shares; 2025Q3: 209,496 shares; 2025Q4: 215,959 shares; 2026Q1: 221,474 shares; 2026Q2: 233,055 shares 233,055 $15.9M 1.07% +11,581 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: 3,142 shares; 2024Q4: 3,034 shares; 2025Q1: 3,060 shares; 2025Q2: 3,059 shares; 2025Q3: 3,125 shares; 2025Q4: 3,207 shares; 2026Q1: 3,376 shares; 2026Q2: 88,494 shares 88,494 $15.8M 1.06% +85,118 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: 15,150 shares; 2024Q4: 17,971 shares; 2025Q1: 19,327 shares; 2025Q2: 20,215 shares; 2025Q3: 21,674 shares; 2025Q4: 23,790 shares; 2026Q1: 25,905 shares; 2026Q2: 26,918 shares 26,918 $15.2M 1.02% +1,013 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: 30,612 shares; 2024Q4: 30,865 shares; 2025Q1: 33,371 shares; 2025Q2: 36,462 shares; 2025Q3: 37,953 shares; 2025Q4: 39,308 shares; 2026Q1: 40,028 shares; 2026Q2: 41,005 shares 41,005 $14.5M 0.97% +977 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,795 shares; 2024Q4: 114,962 shares; 2025Q1: 124,813 shares; 2025Q2: 117,210 shares; 2025Q3: 119,350 shares; 2025Q4: 119,433 shares; 2026Q1: 120,355 shares; 2026Q2: 159,820 shares 159,820 $14M 0.94% +39,465 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,331 shares; 2024Q4: 79,335 shares; 2025Q1: 92,150 shares; 2025Q2: 108,859 shares; 2025Q3: 124,220 shares; 2025Q4: 128,206 shares; 2026Q1: 131,511 shares; 2026Q2: 132,630 shares 132,630 $13.8M 0.92% +1,119 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,688 shares; 2024Q4: 95,704 shares; 2025Q1: 93,914 shares; 2025Q2: 95,296 shares; 2025Q3: 96,517 shares; 2025Q4: 96,801 shares; 2026Q1: 95,391 shares; 2026Q2: 94,228 shares 94,228 $13.6M 0.91% -1,163 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,368 shares; 2026Q1: 205,906 shares; 2026Q2: 207,550 shares 207,550 $12.5M 0.84% +1,644 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: 135,939 shares; 2024Q4: 133,876 shares; 2025Q1: 134,409 shares; 2025Q2: 132,728 shares; 2025Q3: 131,391 shares; 2025Q4: 130,827 shares; 2026Q1: 129,676 shares; 2026Q2: 83,416 shares 83,416 $12.4M 0.83% -46,260 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: 125,262 shares; 2024Q4: 117,821 shares; 2025Q1: 116,450 shares; 2025Q2: 112,484 shares; 2025Q3: 105,573 shares; 2025Q4: 99,260 shares; 2026Q1: 97,658 shares; 2026Q2: 82,184 shares 82,184 $12M 0.81% -15,474 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: 178,475 shares; 2024Q4: 475,136 shares; 2025Q1: 429,905 shares; 2025Q2: 397,225 shares; 2025Q3: 371,421 shares; 2025Q4: 356,503 shares; 2026Q1: 333,160 shares; 2026Q2: 321,065 shares 321,065 $11.8M 0.79% -12,095 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,946 shares; 2024Q4: 101,511 shares; 2025Q1: 113,599 shares; 2025Q2: 119,643 shares; 2025Q3: 132,430 shares; 2025Q4: 139,716 shares; 2026Q1: 153,529 shares; 2026Q2: 157,557 shares 157,557 $11.5M 0.77% +4,028 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: 457,395 shares; 2024Q4: 450,827 shares; 2025Q1: 471,670 shares; 2025Q2: 494,281 shares; 2025Q3: 511,738 shares; 2025Q4: 495,775 shares; 2026Q1: 512,761 shares; 2026Q2: 466,466 shares 466,466 $11.5M 0.77% -46,295 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: 60,966 shares; 2024Q4: 60,753 shares; 2025Q1: 61,932 shares; 2025Q2: 62,789 shares; 2025Q3: 63,412 shares; 2025Q4: 63,476 shares; 2026Q1: 60,230 shares; 2026Q2: 59,508 shares 59,508 $11.3M 0.76% -722 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,660 shares; 2025Q1: 11,581 shares; 2025Q2: 11,535 shares; 2025Q3: 11,586 shares; 2025Q4: 11,631 shares; 2026Q1: 11,619 shares; 2026Q2: 11,507 shares 11,507 $11.1M 0.74% -112 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: 13,728 shares; 2024Q4: 13,604 shares; 2025Q1: 13,735 shares; 2025Q2: 13,973 shares; 2025Q3: 14,558 shares; 2025Q4: 14,991 shares; 2026Q1: 14,815 shares; 2026Q2: 14,361 shares 14,361 $10.9M 0.73% -454 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: 49,760 shares; 2024Q4: 50,311 shares; 2025Q1: 52,821 shares; 2025Q2: 52,351 shares; 2025Q3: 56,187 shares; 2025Q4: 58,870 shares; 2026Q1: 60,340 shares; 2026Q2: 61,437 shares 61,437 $10.5M 0.7% +1,097 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,117 shares; 2024Q4: 46,461 shares; 2025Q1: 61,269 shares; 2025Q2: 65,932 shares; 2025Q3: 64,608 shares; 2025Q4: 62,424 shares; 2026Q1: 66,770 shares; 2026Q2: 68,497 shares 68,497 $10.4M 0.69% +1,727 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,808 shares; 2024Q4: 17,143 shares; 2025Q1: 20,247 shares; 2025Q2: 23,524 shares; 2025Q3: 23,066 shares; 2025Q4: 25,004 shares; 2026Q1: 26,180 shares; 2026Q2: 26,181 shares 26,181 $10.1M 0.68% +1 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,107 shares; 2024Q4: 4,869 shares; 2025Q1: 4,269 shares; 2025Q2: 3,869 shares; 2025Q3: 3,269 shares; 2025Q4: 3,027 shares; 2026Q1: 7,982 shares; 2026Q2: 28,875 shares 28,875 $9.58M 0.64% +20,893 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,852 shares; 2024Q4: 177,372 shares; 2025Q1: 175,562 shares; 2025Q2: 171,038 shares; 2025Q3: 171,688 shares; 2025Q4: 172,276 shares; 2026Q1: 171,846 shares; 2026Q2: 173,822 shares 173,822 $9.42M 0.63% +1,976 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: 132,519 shares; 2024Q4: 137,419 shares; 2025Q1: 143,198 shares; 2025Q2: 143,802 shares; 2025Q3: 146,742 shares; 2025Q4: 150,020 shares; 2026Q1: 151,263 shares; 2026Q2: 162,851 shares 162,851 $8.43M 0.57% +11,588 Timeline BSCS 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: 159,396 shares; 2024Q4: 188,951 shares; 2025Q1: 208,836 shares; 2025Q2: 222,696 shares; 2025Q3: 237,931 shares; 2025Q4: 297,270 shares; 2026Q1: 361,436 shares; 2026Q2: 404,242 shares 404,242 $8.23M 0.55% +42,806 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: 265,577 shares; 2024Q4: 260,410 shares; 2025Q1: 292,725 shares; 2025Q2: 287,633 shares; 2025Q3: 300,550 shares; 2025Q4: 315,796 shares; 2026Q1: 330,341 shares; 2026Q2: 343,849 shares 343,849 $8.06M 0.54% +13,508 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 29,424 shares; 2026Q2: 147,716 shares 147,716 $7.87M 0.53% +118,292 Timeline BSCT 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: 81,391 shares; 2025Q1: 195,466 shares; 2025Q2: 213,244 shares; 2025Q3: 241,429 shares; 2025Q4: 307,212 shares; 2026Q1: 371,318 shares; 2026Q2: 418,444 shares 418,444 $7.77M 0.52% +47,126 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: 81,138 shares; 2024Q4: 238,403 shares; 2025Q1: 229,641 shares; 2025Q2: 225,980 shares; 2025Q3: 223,346 shares; 2025Q4: 221,070 shares; 2026Q1: 218,961 shares; 2026Q2: 212,905 shares 212,905 $7.41M 0.5% -6,056 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: 93,806 shares; 2024Q4: 86,815 shares; 2025Q1: 86,763 shares; 2025Q2: 87,026 shares; 2025Q3: 87,624 shares; 2025Q4: 89,752 shares; 2026Q1: 89,842 shares; 2026Q2: 90,824 shares 90,824 $7.38M 0.49% +982 Timeline BSCR 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: 189,181 shares; 2024Q4: 199,156 shares; 2025Q1: 206,366 shares; 2025Q2: 218,666 shares; 2025Q3: 233,001 shares; 2025Q4: 287,723 shares; 2026Q1: 343,054 shares; 2026Q2: 373,259 shares 373,259 $7.32M 0.49% +30,205 Timeline BSCU 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: 22,060 shares; 2025Q4: 227,565 shares; 2026Q1: 374,385 shares; 2026Q2: 432,378 shares 432,378 $7.2M 0.48% +57,993 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: 39,226 shares; 2024Q4: 75,465 shares; 2025Q1: 75,114 shares; 2025Q2: 75,552 shares; 2025Q3: 73,431 shares; 2025Q4: 67,843 shares; 2026Q1: 63,572 shares; 2026Q2: 58,990 shares 58,990 $6.78M 0.45% -4,582 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: 89,218 shares; 2024Q4: 263,498 shares; 2025Q1: 248,529 shares; 2025Q2: 246,506 shares; 2025Q3: 238,163 shares; 2025Q4: 248,059 shares; 2026Q1: 239,383 shares; 2026Q2: 233,313 shares 233,313 $6.76M 0.45% -6,070 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: 56,453 shares; 2024Q4: 52,936 shares; 2025Q1: 52,537 shares; 2025Q2: 51,414 shares; 2025Q3: 52,801 shares; 2025Q4: 52,666 shares; 2026Q1: 52,740 shares; 2026Q2: 53,181 shares 53,181 $6.73M 0.45% +441 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale 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: 7,821 shares; 2026Q2: 53,332 shares 53,332 $6.64M 0.44% +45,511 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: 123,355 shares; 2024Q4: 112,051 shares; 2025Q1: 114,751 shares; 2025Q2: 116,410 shares; 2025Q3: 119,388 shares; 2025Q4: 119,850 shares; 2026Q1: 120,951 shares; 2026Q2: 123,527 shares 123,527 $6.48M 0.43% +2,576 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,224 shares; 2026Q2: 26,978 shares 26,978 $6.4M 0.43% +4,754 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: 22,955 shares; 2024Q4: 21,527 shares; 2025Q1: 25,338 shares; 2025Q2: 28,972 shares; 2025Q3: 35,947 shares; 2025Q4: 41,331 shares; 2026Q1: 42,948 shares; 2026Q2: 44,740 shares 44,740 $6.06M 0.41% +1,792 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: 18,721 shares; 2024Q4: 16,220 shares; 2025Q1: 16,108 shares; 2025Q2: 16,361 shares; 2025Q3: 16,268 shares; 2025Q4: 16,308 shares; 2026Q1: 16,283 shares; 2026Q2: 16,496 shares 16,496 $5.97M 0.4% +213 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,223 shares; 2024Q4: 18,144 shares; 2025Q1: 18,329 shares; 2025Q2: 18,761 shares; 2025Q3: 18,819 shares; 2025Q4: 19,245 shares; 2026Q1: 19,345 shares; 2026Q2: 19,435 shares 19,435 $5.7M 0.38% +90 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,646 shares; 2024Q4: 33,239 shares; 2025Q1: 33,736 shares; 2025Q2: 34,445 shares; 2025Q3: 35,130 shares; 2025Q4: 35,460 shares; 2026Q1: 35,623 shares; 2026Q2: 35,054 shares 35,054 $5.47M 0.37% -569 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares; 2026Q2: 10,900 shares 10,900 $5.46M 0.37% +9,223 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,694 shares; 2024Q4: 187,427 shares; 2025Q1: 193,213 shares; 2025Q2: 200,396 shares; 2025Q3: 210,531 shares; 2025Q4: 224,422 shares; 2026Q1: 233,577 shares; 2026Q2: 120,829 shares 120,829 $5.15M 0.35% -112,748 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,027 shares; 2024Q4: 327,018 shares; 2025Q1: 327,018 shares; 2025Q2: 327,018 shares; 2025Q3: 327,018 shares; 2025Q4: 327,018 shares; 2026Q1: 327,018 shares; 2026Q2: 327,018 shares 327,018 $4.79M 0.32% 0 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: 77,797 shares; 2024Q4: 70,220 shares; 2025Q1: 67,597 shares; 2025Q2: 63,637 shares; 2025Q3: 62,676 shares; 2025Q4: 63,108 shares; 2026Q1: 61,744 shares; 2026Q2: 60,362 shares 60,362 $4.65M 0.31% -1,382 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: 69,996 shares; 2024Q4: 61,523 shares; 2025Q1: 62,941 shares; 2025Q2: 61,830 shares; 2025Q3: 63,453 shares; 2025Q4: 61,007 shares; 2026Q1: 60,996 shares; 2026Q2: 60,478 shares 60,478 $4.5M 0.3% -518 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: 188,726 shares; 2024Q4: 189,679 shares; 2025Q1: 193,261 shares; 2025Q2: 198,591 shares; 2025Q3: 188,335 shares; 2025Q4: 177,668 shares; 2026Q1: 147,185 shares; 2026Q2: 31,859 shares 31,859 $4.46M 0.3% -115,326 Timeline XMLV 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: 56,834 shares; 2024Q4: 58,439 shares; 2025Q1: 59,857 shares; 2025Q2: 59,435 shares; 2025Q3: 64,751 shares; 2025Q4: 71,508 shares; 2026Q1: 72,410 shares; 2026Q2: 66,246 shares 66,246 $4.39M 0.29% -6,164 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: 53,212 shares; 2024Q4: 52,302 shares; 2025Q1: 56,643 shares; 2025Q2: 56,586 shares; 2025Q3: 60,399 shares; 2025Q4: 63,535 shares; 2026Q1: 64,714 shares; 2026Q2: 33,721 shares 33,721 $4.21M 0.28% -30,993 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: 145,320 shares; 2024Q4: 134,848 shares; 2025Q1: 118,913 shares; 2025Q2: 117,163 shares; 2025Q3: 115,363 shares; 2025Q4: 115,708 shares; 2026Q1: 113,907 shares; 2026Q2: 113,728 shares 113,728 $4.18M 0.28% -179 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,685 shares; 2024Q4: 16,143 shares; 2025Q1: 16,794 shares; 2025Q2: 17,750 shares; 2025Q3: 17,716 shares; 2025Q4: 17,111 shares; 2026Q1: 18,887 shares; 2026Q2: 25,282 shares 25,282 $4.14M 0.28% +6,395 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: 101,644 shares; 2024Q4: 89,646 shares; 2025Q1: 91,231 shares; 2025Q2: 91,371 shares; 2025Q3: 94,213 shares; 2025Q4: 93,362 shares; 2026Q1: 92,633 shares; 2026Q2: 95,101 shares 95,101 $4.03M 0.27% +2,468 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: 89,325 shares; 2024Q4: 83,281 shares; 2025Q1: 83,458 shares; 2025Q2: 83,523 shares; 2025Q3: 87,839 shares; 2025Q4: 98,226 shares; 2026Q1: 101,347 shares; 2026Q2: 70,518 shares 70,518 $4.02M 0.27% -30,829 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: 40,274 shares; 2024Q4: 37,004 shares; 2025Q1: 35,289 shares; 2025Q2: 33,674 shares; 2025Q3: 33,164 shares; 2025Q4: 33,629 shares; 2026Q1: 33,280 shares; 2026Q2: 31,874 shares 31,874 $3.75M 0.25% -1,406 Timeline KBWB 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: 48,459 shares; 2024Q4: 46,754 shares; 2025Q1: 45,042 shares; 2025Q2: 43,033 shares; 2025Q3: 41,556 shares; 2025Q4: 40,422 shares; 2026Q1: 39,927 shares; 2026Q2: 39,205 shares 39,205 $3.65M 0.24% -722 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: 53,483 shares; 2024Q4: 141,866 shares; 2025Q1: 136,217 shares; 2025Q2: 134,947 shares; 2025Q3: 130,359 shares; 2025Q4: 113,146 shares; 2026Q1: 106,110 shares; 2026Q2: 112,042 shares 112,042 $3.55M 0.24% +5,932 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,985 shares; 2024Q4: 8,039 shares; 2025Q1: 7,889 shares; 2025Q2: 7,776 shares; 2025Q3: 7,632 shares; 2025Q4: 7,306 shares; 2026Q1: 7,146 shares; 2026Q2: 28,428 shares 28,428 $3.53M 0.24% +21,282 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: 130,412 shares; 2024Q4: 106,830 shares; 2025Q1: 114,157 shares; 2025Q2: 132,881 shares; 2025Q3: 130,369 shares; 2025Q4: 135,720 shares; 2026Q1: 140,662 shares; 2026Q2: 145,537 shares 145,537 $3.5M 0.23% +4,875 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,288 shares; 2024Q4: 140,294 shares; 2025Q1: 139,041 shares; 2025Q2: 140,000 shares; 2025Q3: 140,452 shares; 2025Q4: 141,282 shares; 2026Q1: 141,434 shares; 2026Q2: 141,143 shares 141,143 $3.43M 0.23% -291 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: 7,698 shares; 2024Q4: 6,799 shares; 2025Q1: 6,938 shares; 2025Q2: 6,865 shares; 2025Q3: 7,013 shares; 2025Q4: 7,016 shares; 2026Q1: 6,816 shares; 2026Q2: 39,620 shares 39,620 $3.41M 0.23% +32,804 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: 69,669 shares; 2024Q4: 135,227 shares; 2025Q1: 131,652 shares; 2025Q2: 123,983 shares; 2025Q3: 123,055 shares; 2025Q4: 119,521 shares; 2026Q1: 118,635 shares; 2026Q2: 118,659 shares 118,659 $3.29M 0.22% +24 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: 9,554 shares; 2024Q4: 9,715 shares; 2025Q1: 10,364 shares; 2025Q2: 10,592 shares; 2025Q3: 10,780 shares; 2025Q4: 10,945 shares; 2026Q1: 11,100 shares; 2026Q2: 10,966 shares 10,966 $3.27M 0.22% -134 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: 4,448 shares; 2024Q4: 4,438 shares; 2025Q1: 4,441 shares; 2025Q2: 4,495 shares; 2025Q3: 4,380 shares; 2025Q4: 4,330 shares; 2026Q1: 4,239 shares; 2026Q2: 4,229 shares 4,229 $3.16M 0.21% -10 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: 22,870 shares; 2024Q4: 10,065 shares; 2025Q1: 11,220 shares; 2025Q2: 12,871 shares; 2025Q3: 13,018 shares; 2025Q4: 13,041 shares; 2026Q1: 14,047 shares; 2026Q2: 14,881 shares 14,881 $2.98M 0.2% +834 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: 11,767 shares; 2024Q4: 14,692 shares; 2025Q1: 17,928 shares; 2025Q2: 19,820 shares; 2025Q3: 25,630 shares; 2025Q4: 29,458 shares; 2026Q1: 33,724 shares; 2026Q2: 36,711 shares 36,711 $2.98M 0.2% +2,987 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,399 shares; 2024Q4: 2,387 shares; 2025Q1: 1,505 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,690 shares 23,690 $2.92M 0.2% new 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: 49,771 shares; 2024Q4: 47,155 shares; 2025Q1: 47,147 shares; 2025Q2: 46,134 shares; 2025Q3: 47,136 shares; 2025Q4: 48,319 shares; 2026Q1: 48,688 shares; 2026Q2: 28,400 shares 28,400 $2.9M 0.19% -20,288 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,366 shares; 2024Q4: 47,076 shares; 2025Q1: 47,361 shares; 2025Q2: 47,696 shares; 2025Q3: 48,152 shares; 2025Q4: 52,630 shares; 2026Q1: 62,298 shares; 2026Q2: 74,639 shares 74,639 $2.9M 0.19% +12,341 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: 13,860 shares; 2024Q4: 10,267 shares; 2025Q1: 10,167 shares; 2025Q2: 9,300 shares; 2025Q3: 8,609 shares; 2025Q4: 8,427 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $2.81M 0.19% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,245 shares; 2025Q3: 36,534 shares; 2025Q4: 36,862 shares; 2026Q1: 37,226 shares; 2026Q2: 38,633 shares 38,633 $2.79M 0.19% +1,407 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: 4,521 shares; 2024Q4: 5,030 shares; 2025Q1: 5,934 shares; 2025Q2: 6,921 shares; 2025Q3: 7,497 shares; 2025Q4: 8,250 shares; 2026Q1: 8,536 shares; 2026Q2: 9,891 shares 9,891 $2.77M 0.19% +1,355 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: 9,334 shares; 2024Q4: 4,386 shares; 2025Q1: 4,026 shares; 2025Q2: 3,994 shares; 2025Q3: 3,922 shares; 2025Q4: 3,837 shares; 2026Q1: 3,828 shares; 2026Q2: 3,675 shares 3,675 $2.71M 0.18% -153 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: 16,358 shares; 2024Q4: 12,373 shares; 2025Q1: 10,587 shares; 2025Q2: 10,336 shares; 2025Q3: 10,386 shares; 2025Q4: 10,889 shares; 2026Q1: 10,747 shares; 2026Q2: 10,735 shares 10,735 $2.7M 0.18% -12 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,320 shares; 2024Q4: 19,537 shares; 2025Q1: 21,543 shares; 2025Q2: 21,782 shares; 2025Q3: 22,007 shares; 2025Q4: 21,825 shares; 2026Q1: 21,905 shares; 2026Q2: 22,791 shares 22,791 $2.69M 0.18% +886 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: 74,073 shares; 2024Q4: 135,341 shares; 2025Q1: 119,948 shares; 2025Q2: 102,837 shares; 2025Q3: 96,231 shares; 2025Q4: 94,334 shares; 2026Q1: 94,447 shares; 2026Q2: 73,937 shares 73,937 $2.67M 0.18% -20,510 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: 5,315 shares; 2024Q4: 5,072 shares; 2025Q1: 5,242 shares; 2025Q2: 5,468 shares; 2025Q3: 5,435 shares; 2025Q4: 6,295 shares; 2026Q1: 6,267 shares; 2026Q2: 6,248 shares 6,248 $2.63M 0.18% -19 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: not reported; 2024Q4: not reported; 2025Q1: 4,415 shares; 2025Q2: 10,295 shares; 2025Q3: 18,507 shares; 2025Q4: 22,209 shares; 2026Q1: 21,878 shares; 2026Q2: 30,465 shares 30,465 $2.55M 0.17% +8,587 Timeline RMM RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,720 shares; 2024Q4: 163,750 shares; 2025Q1: 165,000 shares; 2025Q2: 168,938 shares; 2025Q3: 168,963 shares; 2025Q4: 169,356 shares; 2026Q1: 167,888 shares; 2026Q2: 170,525 shares 170,525 $2.52M 0.17% +2,637 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: 6,120 shares; 2024Q4: 6,013 shares; 2025Q1: 6,011 shares; 2025Q2: 5,814 shares; 2025Q3: 5,604 shares; 2025Q4: 5,070 shares; 2026Q1: 4,786 shares; 2026Q2: 4,748 shares 4,748 $2.44M 0.16% -38 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: 8,145 shares; 2024Q4: 8,115 shares; 2025Q1: 7,905 shares; 2025Q2: 7,915 shares; 2025Q3: 7,903 shares; 2025Q4: 7,705 shares; 2026Q1: 7,705 shares; 2026Q2: 7,705 shares 7,705 $2.36M 0.16% 0 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: 22,940 shares; 2024Q4: 22,567 shares; 2025Q1: 23,261 shares; 2025Q2: 21,321 shares; 2025Q3: 21,841 shares; 2025Q4: 19,282 shares; 2026Q1: 20,020 shares; 2026Q2: 20,367 shares 20,367 $2.19M 0.15% +347 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,930 shares; 2024Q4: 3,756 shares; 2025Q1: not reported; 2025Q2: 12,057 shares; 2025Q3: 24,144 shares; 2025Q4: 28,804 shares; 2026Q1: 35,434 shares; 2026Q2: 61,124 shares 61,124 $2.13M 0.14% +25,690 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,678 shares; 2025Q4: 26,424 shares; 2026Q1: 36,846 shares; 2026Q2: 46,001 shares 46,001 $2.11M 0.14% +9,155 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: 21,291 shares; 2024Q4: 8,573 shares; 2025Q1: 8,156 shares; 2025Q2: 8,227 shares; 2025Q3: 8,796 shares; 2025Q4: 9,038 shares; 2026Q1: 9,384 shares; 2026Q2: 9,765 shares 9,765 $2.08M 0.14% +381 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: 21,049 shares; 2024Q4: 7,353 shares; 2025Q1: 6,822 shares; 2025Q2: 6,360 shares; 2025Q3: 6,110 shares; 2025Q4: 11,696 shares; 2026Q1: 10,926 shares; 2026Q2: 10,611 shares 10,611 $2.02M 0.14% -315 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: 3,926 shares; 2024Q4: 3,328 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,293 shares; 2025Q4: 3,483 shares; 2026Q1: 9,081 shares; 2026Q2: 8,930 shares 8,930 $1.97M 0.13% -151 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,205 shares; 2024Q4: 14,206 shares; 2025Q1: 14,206 shares; 2025Q2: 14,194 shares; 2025Q3: 14,332 shares; 2025Q4: 14,314 shares; 2026Q1: 14,069 shares; 2026Q2: 70,013 shares 70,013 $1.92M 0.13% +55,944 Timeline BSCV 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: 51,640 shares; 2026Q2: 114,515 shares 114,515 $1.88M 0.13% +62,875 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: 1,090 shares; 2024Q4: 1,092 shares; 2025Q1: 968 shares; 2025Q2: 974 shares; 2025Q3: 997 shares; 2025Q4: 1,417 shares; 2026Q1: 1,409 shares; 2026Q2: 1,561 shares 1,561 $1.87M 0.13% +152 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: 46,584 shares; 2024Q4: 43,514 shares; 2025Q1: 33,440 shares; 2025Q2: 29,462 shares; 2025Q3: 25,607 shares; 2025Q4: 21,825 shares; 2026Q1: 13,826 shares; 2026Q2: 11,723 shares 11,723 $1.78M 0.12% -2,103 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: 42,886 shares; 2024Q4: 76,807 shares; 2025Q1: 75,109 shares; 2025Q2: 75,260 shares; 2025Q3: 75,881 shares; 2025Q4: 76,885 shares; 2026Q1: 76,585 shares; 2026Q2: 75,373 shares 75,373 $1.74M 0.12% -1,212 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: 19,516 shares; 2024Q4: 17,942 shares; 2025Q1: 16,705 shares; 2025Q2: 16,439 shares; 2025Q3: 16,542 shares; 2025Q4: 16,322 shares; 2026Q1: 16,222 shares; 2026Q2: 16,322 shares 16,322 $1.7M 0.11% +100 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,657 shares; 2024Q4: 16,691 shares; 2025Q1: 15,340 shares; 2025Q2: 14,301 shares; 2025Q3: 16,722 shares; 2025Q4: 16,194 shares; 2026Q1: 15,007 shares; 2026Q2: 14,800 shares 14,800 $1.68M 0.11% -207 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: 12,376 shares; 2024Q4: 10,949 shares; 2025Q1: 10,313 shares; 2025Q2: 9,886 shares; 2025Q3: 9,838 shares; 2025Q4: 9,236 shares; 2026Q1: 6,945 shares; 2026Q2: 6,573 shares 6,573 $1.67M 0.11% -372 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,969 shares; 2024Q4: 89,347 shares; 2025Q1: 92,107 shares; 2025Q2: 89,581 shares; 2025Q3: 88,448 shares; 2025Q4: 91,346 shares; 2026Q1: 95,676 shares; 2026Q2: 103,033 shares 103,033 $1.6M 0.11% +7,357 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: 110,134 shares; 2024Q4: 128,975 shares; 2025Q1: 89,714 shares; 2025Q2: 75,513 shares; 2025Q3: 67,511 shares; 2025Q4: 49,289 shares; 2026Q1: 37,880 shares; 2026Q2: 29,853 shares 29,853 $1.51M 0.1% -8,027 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.1% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 4,889 shares 4,889 $1.45M 0.1% new 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: 8,028 shares; 2024Q4: 7,313 shares; 2025Q1: 7,313 shares; 2025Q2: 7,239 shares; 2025Q3: 6,847 shares; 2025Q4: 6,548 shares; 2026Q1: 5,934 shares; 2026Q2: 5,713 shares 5,713 $1.39M 0.09% -221 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: 19,127 shares; 2024Q4: 20,017 shares; 2025Q1: 19,815 shares; 2025Q2: 19,803 shares; 2025Q3: 16,131 shares; 2025Q4: 16,734 shares; 2026Q1: 15,883 shares; 2026Q2: 16,481 shares 16,481 $1.38M 0.09% +598 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,524 shares; 2024Q4: 130,724 shares; 2025Q1: 132,181 shares; 2025Q2: 128,239 shares; 2025Q3: 126,489 shares; 2025Q4: 120,073 shares; 2026Q1: 114,900 shares; 2026Q2: 90,363 shares 90,363 $1.37M 0.09% -24,537 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: 23,478 shares; 2024Q4: 14,123 shares; 2025Q1: 13,350 shares; 2025Q2: 12,925 shares; 2025Q3: 12,900 shares; 2025Q4: 12,808 shares; 2026Q1: 13,063 shares; 2026Q2: 12,698 shares 12,698 $1.37M 0.09% -365 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: 78,671 shares; 2024Q4: 17,674 shares; 2025Q1: 12,850 shares; 2025Q2: 12,700 shares; 2025Q3: 12,691 shares; 2025Q4: 12,654 shares; 2026Q1: 12,661 shares; 2026Q2: 12,741 shares 12,741 $1.32M 0.09% +80 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: 15,001 shares; 2024Q4: 13,332 shares; 2025Q1: 13,473 shares; 2025Q2: 15,215 shares; 2025Q3: 15,382 shares; 2025Q4: 14,980 shares; 2026Q1: 14,980 shares; 2026Q2: 14,980 shares 14,980 $1.28M 0.09% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,950 shares; 2024Q4: 97,623 shares; 2025Q1: 98,623 shares; 2025Q2: 96,598 shares; 2025Q3: 97,948 shares; 2025Q4: 101,320 shares; 2026Q1: 105,320 shares; 2026Q2: 108,380 shares 108,380 $1.22M 0.08% +3,060 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,369 shares; 2024Q4: 129,554 shares; 2025Q1: 130,787 shares; 2025Q2: 132,389 shares; 2025Q3: 131,139 shares; 2025Q4: 121,925 shares; 2026Q1: 118,381 shares; 2026Q2: 112,412 shares 112,412 $1.2M 0.08% -5,969 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,234 shares; 2025Q1: 2,149 shares; 2025Q2: 2,139 shares; 2025Q3: 2,089 shares; 2025Q4: 2,089 shares; 2026Q1: 2,049 shares; 2026Q2: 2,049 shares 2,049 $1.15M 0.08% 0 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: 15,461 shares; 2024Q4: 15,461 shares; 2025Q1: 15,461 shares; 2025Q2: 14,768 shares; 2025Q3: 14,768 shares; 2025Q4: 14,692 shares; 2026Q1: 14,692 shares; 2026Q2: 14,692 shares 14,692 $1.08M 0.07% 0 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: 33,712 shares; 2024Q4: 60,430 shares; 2025Q1: 50,074 shares; 2025Q2: 41,442 shares; 2025Q3: 33,353 shares; 2025Q4: 32,907 shares; 2026Q1: 31,944 shares; 2026Q2: 28,165 shares 28,165 $1.07M 0.07% -3,779 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: 1,686 shares; 2024Q4: 1,337 shares; 2025Q1: 1,400 shares; 2025Q2: 1,539 shares; 2025Q3: 1,541 shares; 2025Q4: 1,421 shares; 2026Q1: 1,405 shares; 2026Q2: 1,399 shares 1,399 $1.05M 0.07% -6 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,027 shares; 2024Q4: 118,474 shares; 2025Q1: 121,149 shares; 2025Q2: 119,849 shares; 2025Q3: 120,048 shares; 2025Q4: 117,846 shares; 2026Q1: 116,046 shares; 2026Q2: 111,018 shares 111,018 $1.02M 0.07% -5,028 Timeline SCHY 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: 36,164 shares; 2024Q4: 32,346 shares; 2025Q1: 31,446 shares; 2025Q2: 31,401 shares; 2025Q3: 31,401 shares; 2025Q4: 31,401 shares; 2026Q1: 31,401 shares; 2026Q2: 31,401 shares 31,401 $996K 0.07% 0 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: 11,582 shares; 2024Q4: 7,200 shares; 2025Q1: 5,525 shares; 2025Q2: 4,881 shares; 2025Q3: 4,881 shares; 2025Q4: 4,877 shares; 2026Q1: 4,386 shares; 2026Q2: 4,386 shares 4,386 $995K 0.07% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,220 shares; 2024Q4: 42,085 shares; 2025Q1: 42,257 shares; 2025Q2: 40,878 shares; 2025Q3: 43,524 shares; 2025Q4: 41,841 shares; 2026Q1: 40,784 shares; 2026Q2: 41,793 shares 41,793 $983K 0.07% +1,009 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: 9,347 shares; 2024Q4: 8,034 shares; 2025Q1: 7,896 shares; 2025Q2: 7,544 shares; 2025Q3: 6,931 shares; 2025Q4: 8,457 shares; 2026Q1: 7,818 shares; 2026Q2: 7,483 shares 7,483 $962K 0.06% -335 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: 6,095 shares; 2024Q4: 1,532 shares; 2025Q1: 1,382 shares; 2025Q2: 1,386 shares; 2025Q3: 1,393 shares; 2025Q4: 1,401 shares; 2026Q1: 1,397 shares; 2026Q2: 1,384 shares 1,384 $908K 0.06% -13 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: 2,852 shares; 2024Q4: 3,853 shares; 2025Q1: 4,533 shares; 2025Q2: 4,884 shares; 2025Q3: 5,128 shares; 2025Q4: 5,401 shares; 2026Q1: 5,541 shares; 2026Q2: 7,730 shares 7,730 $903K 0.06% +2,189 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,599 shares; 2024Q4: 2,227 shares; 2025Q1: 2,232 shares; 2025Q2: 2,452 shares; 2025Q3: 2,615 shares; 2025Q4: 2,450 shares; 2026Q1: 2,420 shares; 2026Q2: 2,420 shares 2,420 $891K 0.06% 0 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: 8,416 shares; 2024Q4: 7,686 shares; 2025Q1: 7,667 shares; 2025Q2: 6,846 shares; 2025Q3: 6,584 shares; 2025Q4: 6,519 shares; 2026Q1: 6,476 shares; 2026Q2: 6,348 shares 6,348 $873K 0.06% -128 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,453 shares; 2024Q4: 7,385 shares; 2025Q1: 7,385 shares; 2025Q2: 7,385 shares; 2025Q3: 7,321 shares; 2025Q4: 7,321 shares; 2026Q1: 7,321 shares; 2026Q2: 7,272 shares 7,272 $854K 0.06% -49 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: 10,066 shares; 2024Q4: 9,626 shares; 2025Q1: 9,383 shares; 2025Q2: 9,740 shares; 2025Q3: 9,768 shares; 2025Q4: 10,003 shares; 2026Q1: 9,083 shares; 2026Q2: 8,288 shares 8,288 $799K 0.05% -795 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: 7,213 shares; 2024Q4: 4,474 shares; 2025Q1: 4,738 shares; 2025Q2: 4,663 shares; 2025Q3: 4,586 shares; 2025Q4: 4,547 shares; 2026Q1: 4,547 shares; 2026Q2: 4,713 shares 4,713 $781K 0.05% +166 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: 9,903 shares; 2024Q4: 11,679 shares; 2025Q1: 12,697 shares; 2025Q2: 12,870 shares; 2025Q3: 13,805 shares; 2025Q4: 14,853 shares; 2026Q1: 16,233 shares; 2026Q2: 16,641 shares 16,641 $781K 0.05% +408 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: 3,814 shares; 2024Q4: 2,921 shares; 2025Q1: 2,848 shares; 2025Q2: 2,869 shares; 2025Q3: 2,019 shares; 2025Q4: 1,999 shares; 2026Q1: 1,924 shares; 2026Q2: 2,112 shares 2,112 $745K 0.05% +188 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,234 shares; 2024Q4: 5,187 shares; 2025Q1: 5,020 shares; 2025Q2: 4,898 shares; 2025Q3: 4,875 shares; 2025Q4: 4,786 shares; 2026Q1: 4,777 shares; 2026Q2: 4,777 shares 4,777 $737K 0.05% 0 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: 4,977 shares; 2024Q4: 3,294 shares; 2025Q1: 3,185 shares; 2025Q2: 2,991 shares; 2025Q3: 2,938 shares; 2025Q4: 2,908 shares; 2026Q1: 2,558 shares; 2026Q2: 2,663 shares 2,663 $720K 0.05% +105 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: 21,196 shares; 2024Q4: 13,758 shares; 2025Q1: 10,080 shares; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares; 2025Q4: 9,742 shares; 2026Q1: 9,742 shares; 2026Q2: 9,052 shares 9,052 $705K 0.05% -690 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: 21,414 shares; 2024Q4: 14,864 shares; 2025Q1: 10,576 shares; 2025Q2: 10,578 shares; 2025Q3: 9,619 shares; 2025Q4: 9,339 shares; 2026Q1: 8,889 shares; 2026Q2: 8,889 shares 8,889 $703K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,432 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares; 2025Q4: 1,957 shares; 2026Q1: 1,906 shares; 2026Q2: 1,877 shares 1,877 $701K 0.05% -29 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,626 shares; 2024Q4: 9,761 shares; 2025Q1: 10,109 shares; 2025Q2: 10,198 shares; 2025Q3: 10,542 shares; 2025Q4: 10,620 shares; 2026Q1: 11,093 shares; 2026Q2: 11,169 shares 11,169 $695K 0.05% +76 Timeline DBEZ 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: 6,596 shares; 2024Q4: 6,880 shares; 2025Q1: 7,304 shares; 2025Q2: 7,629 shares; 2025Q3: 9,057 shares; 2025Q4: 9,967 shares; 2026Q1: 10,854 shares; 2026Q2: 11,026 shares 11,026 $691K 0.05% +172 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 645 shares; 2025Q2: 9,705 shares; 2025Q3: 9,705 shares; 2025Q4: 9,705 shares; 2026Q1: 7,523 shares; 2026Q2: 7,505 shares 7,505 $691K 0.05% -18 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: 5,478 shares; 2024Q4: 5,165 shares; 2025Q1: 5,059 shares; 2025Q2: 5,037 shares; 2025Q3: 5,341 shares; 2025Q4: 5,468 shares; 2026Q1: 5,581 shares; 2026Q2: 4,342 shares 4,342 $680K 0.05% -1,239 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: 4,301 shares; 2024Q4: 4,304 shares; 2025Q1: 4,259 shares; 2025Q2: 4,261 shares; 2025Q3: 4,264 shares; 2025Q4: 4,266 shares; 2026Q1: 4,269 shares; 2026Q2: 4,276 shares 4,276 $676K 0.05% +7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,598 shares; 2024Q4: 31,882 shares; 2025Q1: 31,809 shares; 2025Q2: 31,979 shares; 2025Q3: 32,137 shares; 2025Q4: 31,913 shares; 2026Q1: 31,745 shares; 2026Q2: 31,796 shares 31,796 $658K 0.04% +51 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: 2,410 shares; 2024Q4: 1,160 shares; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,388 shares; 2025Q4: 1,365 shares; 2026Q1: 1,573 shares; 2026Q2: 1,729 shares 1,729 $653K 0.04% +156 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,915 shares; 2024Q4: 9,060 shares; 2025Q1: 7,776 shares; 2025Q2: 6,776 shares; 2025Q3: 6,581 shares; 2025Q4: 6,381 shares; 2026Q1: 6,381 shares; 2026Q2: 6,281 shares 6,281 $653K 0.04% -100 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: 5,690 shares; 2024Q4: 5,332 shares; 2025Q1: 5,464 shares; 2025Q2: 5,464 shares; 2025Q3: 5,594 shares; 2025Q4: 5,432 shares; 2026Q1: 5,432 shares; 2026Q2: 5,432 shares 5,432 $646K 0.04% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,010 shares; 2024Q4: 15,451 shares; 2025Q1: 14,165 shares; 2025Q2: 11,447 shares; 2025Q3: 11,054 shares; 2025Q4: 10,182 shares; 2026Q1: 9,763 shares; 2026Q2: 9,764 shares 9,764 $632K 0.04% +1 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: 15,757 shares; 2024Q4: 12,746 shares; 2025Q1: 2,907 shares; 2025Q2: 1,825 shares; 2025Q3: 1,322 shares; 2025Q4: 1,324 shares; 2026Q1: 1,248 shares; 2026Q2: 1,239 shares 1,239 $631K 0.04% -9 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,641 shares; 2024Q4: 144,599 shares; 2025Q1: 150,560 shares; 2025Q2: 149,513 shares; 2025Q3: 138,758 shares; 2025Q4: 136,082 shares; 2026Q1: 47,863 shares; 2026Q2: 5,631 shares 5,631 $629K 0.04% -42,232 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: 9,301 shares; 2024Q4: 8,266 shares; 2025Q1: 7,753 shares; 2025Q2: 7,661 shares; 2025Q3: 7,858 shares; 2025Q4: 7,105 shares; 2026Q1: 6,436 shares; 2026Q2: 6,443 shares 6,443 $617K 0.04% +7 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: 22,967 shares; 2024Q4: 21,248 shares; 2025Q1: 13,558 shares; 2025Q2: 13,585 shares; 2025Q3: 13,585 shares; 2025Q4: 13,568 shares; 2026Q1: 9,568 shares; 2026Q2: 6,568 shares 6,568 $602K 0.04% -3,000 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 8,365 shares 8,365 $599K 0.04% new 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: 9,108 shares; 2024Q4: 3,997 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 2,920 shares; 2025Q4: 4,575 shares; 2026Q1: 4,177 shares; 2026Q2: 4,159 shares 4,159 $595K 0.04% -18 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,065 shares; 2024Q4: 1,764 shares; 2025Q1: 1,492 shares; 2025Q2: 1,520 shares; 2025Q3: 1,290 shares; 2025Q4: 1,285 shares; 2026Q1: 1,220 shares; 2026Q2: 1,187 shares 1,187 $567K 0.04% -33 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: 1,337 shares; 2024Q4: 1,256 shares; 2025Q1: 1,756 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 2,156 shares; 2026Q1: 2,201 shares; 2026Q2: 2,201 shares 2,201 $542K 0.04% 0 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: 2,760 shares; 2024Q4: 2,436 shares; 2025Q1: 2,408 shares; 2025Q2: 2,114 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,487 shares; 2026Q2: 1,469 shares 1,469 $537K 0.04% -18 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: 11,755 shares; 2024Q4: 5,525 shares; 2025Q1: 5,465 shares; 2025Q2: 5,246 shares; 2025Q3: 5,251 shares; 2025Q4: 5,216 shares; 2026Q1: 4,561 shares; 2026Q2: 4,556 shares 4,556 $535K 0.04% -5 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 2,862 shares; 2025Q1: 2,547 shares; 2025Q2: 2,362 shares; 2025Q3: 2,152 shares; 2025Q4: 2,131 shares; 2026Q1: 1,982 shares; 2026Q2: 1,871 shares 1,871 $529K 0.04% -111 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: 1,534 shares; 2024Q4: 1,494 shares; 2025Q1: 1,280 shares; 2025Q2: 1,284 shares; 2025Q3: 1,275 shares; 2025Q4: 1,186 shares; 2026Q1: 1,184 shares; 2026Q2: 5,920 shares 5,920 $520K 0.03% +4,736 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: 1,447 shares; 2025Q1: 1,347 shares; 2025Q2: 1,327 shares; 2025Q3: 1,177 shares; 2025Q4: 1,127 shares; 2026Q1: 1,087 shares; 2026Q2: 1,046 shares 1,046 $518K 0.03% -41 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,881 shares; 2025Q4: 8,289 shares; 2026Q1: 10,945 shares; 2026Q2: 12,698 shares 12,698 $515K 0.03% +1,753 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 5,849 shares; 2025Q4: 5,854 shares; 2026Q1: 5,146 shares; 2026Q2: 5,146 shares 5,146 $514K 0.03% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 1,499 shares; 2025Q1: 1,446 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 1,414 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares 1,404 $506K 0.03% 0 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: 8,801 shares; 2024Q4: 769 shares; 2025Q1: 663 shares; 2025Q2: 866 shares; 2025Q3: 722 shares; 2025Q4: 703 shares; 2026Q1: 702 shares; 2026Q2: 729 shares 729 $501K 0.03% +27 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,894 shares; 2024Q4: 44,801 shares; 2025Q1: 46,276 shares; 2025Q2: 45,998 shares; 2025Q3: 45,248 shares; 2025Q4: 44,100 shares; 2026Q1: 43,100 shares; 2026Q2: 45,362 shares 45,362 $501K 0.03% +2,262 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: 1,244 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 471 shares; 2026Q2: 470 shares 470 $501K 0.03% -1 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: 7,943 shares; 2024Q4: 3,719 shares; 2025Q1: 3,278 shares; 2025Q2: 3,193 shares; 2025Q3: 3,133 shares; 2025Q4: 3,181 shares; 2026Q1: 3,150 shares; 2026Q2: 3,407 shares 3,407 $500K 0.03% +257 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,715 shares; 2024Q4: 9,220 shares; 2025Q1: 9,442 shares; 2025Q2: 9,362 shares; 2025Q3: 8,413 shares; 2025Q4: 8,238 shares; 2026Q1: 8,318 shares; 2026Q2: 8,272 shares 8,272 $479K 0.03% -46 Timeline VGSH 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: 8,215 shares; 2024Q4: 8,200 shares; 2025Q1: 8,038 shares; 2025Q2: 8,038 shares; 2025Q3: 8,038 shares; 2025Q4: 8,038 shares; 2026Q1: 8,038 shares; 2026Q2: 8,038 shares 8,038 $468K 0.03% 0 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: 788 shares; 2024Q4: 1,576 shares; 2025Q1: 1,360 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,363 shares; 2026Q2: 1,361 shares 1,361 $464K 0.03% -2 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,719 shares; 2025Q2: 10,719 shares; 2025Q3: 10,644 shares; 2025Q4: 10,644 shares; 2026Q1: 10,644 shares; 2026Q2: 10,644 shares 10,644 $463K 0.03% 0 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: 1,647 shares; 2025Q3: not reported; 2025Q4: 2,259 shares; 2026Q1: 3,152 shares; 2026Q2: 3,224 shares 3,224 $461K 0.03% +72 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: 3,193 shares; 2025Q1: 3,193 shares; 2025Q2: 3,193 shares; 2025Q3: 3,193 shares; 2025Q4: 3,143 shares; 2026Q1: 2,928 shares; 2026Q2: 2,912 shares 2,912 $455K 0.03% -16 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: 735 shares; 2024Q4: 458 shares; 2025Q1: 479 shares; 2025Q2: 540 shares; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 475 shares; 2026Q2: 3,800 shares 3,800 $454K 0.03% +3,325 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: 1,692 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 710 shares; 2026Q2: 704 shares 704 $451K 0.03% -6 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: 1,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 503 shares; 2025Q3: 703 shares; 2025Q4: 603 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $446K 0.03% 0 Timeline FMN FEDERATED HERMES PREM MUNI I More: the full row for FEDERATED HERMES PREM MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,952 shares; 2024Q4: 35,479 shares; 2025Q1: 36,379 shares; 2025Q2: 36,379 shares; 2025Q3: 35,194 shares; 2025Q4: 34,194 shares; 2026Q1: 35,730 shares; 2026Q2: 36,230 shares 36,230 $416K 0.03% +500 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: not reported; 2026Q2: 2,934 shares 2,934 $410K 0.03% new Timeline IBDV 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: 13,690 shares; 2026Q2: 18,784 shares 18,784 $409K 0.03% +5,094 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: 3,291 shares; 2024Q4: 1,602 shares; 2025Q1: 1,548 shares; 2025Q2: 1,581 shares; 2025Q3: 1,567 shares; 2025Q4: 1,553 shares; 2026Q1: 1,446 shares; 2026Q2: 1,450 shares 1,450 $408K 0.03% +4 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares; 2026Q2: 1,189 shares 1,189 $408K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,074 shares; 2025Q3: 3,124 shares; 2025Q4: 3,144 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440 $401K 0.03% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,691 shares; 2025Q4: 5,874 shares; 2026Q1: 6,286 shares; 2026Q2: 6,789 shares 6,789 $400K 0.03% +503 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,280 shares; 2024Q4: 46,929 shares; 2025Q1: 45,918 shares; 2025Q2: 44,918 shares; 2025Q3: 45,021 shares; 2025Q4: 38,914 shares; 2026Q1: 38,024 shares; 2026Q2: 37,185 shares 37,185 $396K 0.03% -839 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,310 shares; 2024Q4: 24,310 shares; 2025Q1: 25,210 shares; 2025Q2: 25,710 shares; 2025Q3: 25,710 shares; 2025Q4: 28,560 shares; 2026Q1: 27,560 shares; 2026Q2: 27,467 shares 27,467 $393K 0.03% -93 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: 1,832 shares; 2025Q1: 1,834 shares; 2025Q2: 1,801 shares; 2025Q3: 2,050 shares; 2025Q4: 2,024 shares; 2026Q1: 2,036 shares; 2026Q2: 1,862 shares 1,862 $389K 0.03% -174 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: 8,490 shares; 2024Q4: 5,441 shares; 2025Q1: 2,574 shares; 2025Q2: 2,193 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 1,568 shares; 2026Q2: 1,468 shares 1,468 $382K 0.03% -100 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: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,792 shares; 2025Q2: 4,792 shares; 2025Q3: 4,323 shares; 2025Q4: 4,103 shares; 2026Q1: 4,078 shares; 2026Q2: 3,981 shares 3,981 $378K 0.03% -97 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943 shares; 2024Q4: 3,893 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 3,753 shares; 2025Q4: 3,753 shares; 2026Q1: 3,208 shares; 2026Q2: 3,150 shares 3,150 $373K 0.02% -58 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: 5,683 shares; 2024Q4: 17,047 shares; 2025Q1: 16,504 shares; 2025Q2: 16,104 shares; 2025Q3: 16,134 shares; 2025Q4: 15,134 shares; 2026Q1: 15,390 shares; 2026Q2: 12,476 shares 12,476 $367K 0.02% -2,914 Timeline IBDW 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: 14,290 shares; 2026Q2: 17,617 shares 17,617 $367K 0.02% +3,327 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares; 2026Q1: 1,719 shares; 2026Q2: 1,600 shares 1,600 $363K 0.02% -119 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,260 shares; 2024Q4: 29,386 shares; 2025Q1: 26,695 shares; 2025Q2: 25,669 shares; 2025Q3: 25,669 shares; 2025Q4: 24,384 shares; 2026Q1: 30,334 shares; 2026Q2: 30,334 shares 30,334 $361K 0.02% 0 Timeline IBDU 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: 10,840 shares; 2026Q2: 15,460 shares 15,460 $358K 0.02% +4,620 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: 44,652 shares; 2024Q4: 37,737 shares; 2025Q1: 37,897 shares; 2025Q2: 19,921 shares; 2025Q3: 5,350 shares; 2025Q4: 5,002 shares; 2026Q1: 4,970 shares; 2026Q2: 4,966 shares 4,966 $357K 0.02% -4 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: 3,271 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,272 shares; 2026Q2: 3,272 shares 3,272 $357K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 5,355 shares; 2025Q1: 5,089 shares; 2025Q2: 4,839 shares; 2025Q3: 4,539 shares; 2025Q4: 4,284 shares; 2026Q1: 3,895 shares; 2026Q2: 3,884 shares 3,884 $356K 0.02% -11 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: 14,095 shares; 2024Q4: 1,085 shares; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,087 shares; 2025Q4: 1,077 shares; 2026Q1: 1,060 shares; 2026Q2: 962 shares 962 $356K 0.02% -98 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: 1,564 shares; 2024Q4: 1,191 shares; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,370 shares; 2025Q4: 1,435 shares; 2026Q1: 1,436 shares; 2026Q2: 1,625 shares 1,625 $352K 0.02% +189 Timeline SMLF 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: 3,009 shares; 2026Q1: 3,745 shares; 2026Q2: 3,931 shares 3,931 $350K 0.02% +186 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: 4,979 shares; 2024Q4: 4,619 shares; 2025Q1: 4,486 shares; 2025Q2: 3,993 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares; 2026Q2: 3,619 shares 3,619 $349K 0.02% -214 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: 2,290 shares; 2024Q4: 2,276 shares; 2025Q1: 1,997 shares; 2025Q2: 1,352 shares; 2025Q3: 1,348 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,145 shares 1,145 $347K 0.02% -130 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,298 shares; 2025Q3: 6,298 shares; 2025Q4: 6,187 shares; 2026Q1: 6,692 shares; 2026Q2: 6,642 shares 6,642 $346K 0.02% -50 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,800 shares; 2024Q4: 25,900 shares; 2025Q1: 25,700 shares; 2025Q2: 28,125 shares; 2025Q3: 30,125 shares; 2025Q4: 28,856 shares; 2026Q1: 28,856 shares; 2026Q2: 30,356 shares 30,356 $346K 0.02% +1,500 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: 2,752 shares; 2024Q4: 2,007 shares; 2025Q1: 2,443 shares; 2025Q2: 2,496 shares; 2025Q3: 2,560 shares; 2025Q4: 2,564 shares; 2026Q1: 1,942 shares; 2026Q2: 1,840 shares 1,840 $340K 0.02% -102 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: 4,155 shares; 2024Q4: 3,827 shares; 2025Q1: 3,592 shares; 2025Q2: 3,592 shares; 2025Q3: 3,554 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares; 2026Q2: 3,860 shares 3,860 $339K 0.02% +431 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,323 shares; 2024Q4: 4,073 shares; 2025Q1: 3,936 shares; 2025Q2: 3,936 shares; 2025Q3: 3,386 shares; 2025Q4: 3,016 shares; 2026Q1: 3,016 shares; 2026Q2: 6,032 shares 6,032 $339K 0.02% +3,016 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,409 shares; 2024Q4: 2,324 shares; 2025Q1: 2,300 shares; 2025Q2: 2,373 shares; 2025Q3: 2,048 shares; 2025Q4: 1,735 shares; 2026Q1: 2,028 shares; 2026Q2: 1,687 shares 1,687 $326K 0.02% -341 Timeline IPKW 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: 5,717 shares; 2024Q4: 5,719 shares; 2025Q1: 5,610 shares; 2025Q2: 5,611 shares; 2025Q3: 5,611 shares; 2025Q4: 5,770 shares; 2026Q1: 5,776 shares; 2026Q2: 5,776 shares 5,776 $325K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,434 shares 1,434 $323K 0.02% 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 802 shares; 2026Q2: 801 shares 801 $319K 0.02% -1 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,095 shares; 2024Q4: 3,095 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,095 shares; 2026Q1: 3,095 shares; 2026Q2: 3,095 shares 3,095 $316K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $314K 0.02% new Timeline PGF 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: 29,033 shares; 2024Q4: 26,042 shares; 2025Q1: 25,042 shares; 2025Q2: 25,042 shares; 2025Q3: 24,692 shares; 2025Q4: 23,877 shares; 2026Q1: 22,702 shares; 2026Q2: 22,702 shares 22,702 $311K 0.02% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 501 shares 501 $309K 0.02% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 293 shares; 2025Q1: 282 shares; 2025Q2: 284 shares; 2025Q3: 278 shares; 2025Q4: 2,780 shares; 2026Q1: 3,722 shares; 2026Q2: 4,317 shares 4,317 $308K 0.02% +595 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares; 2026Q2: 5,397 shares 5,397 $308K 0.02% +957 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,000 shares 1,000 $299K 0.02% -55 Timeline IBDT 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: 11,820 shares 11,820 $298K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,911 shares 1,911 $294K 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,296 shares; 2024Q4: 11,519 shares; 2025Q1: 10,447 shares; 2025Q2: 10,454 shares; 2025Q3: 10,054 shares; 2025Q4: 10,054 shares; 2026Q1: 9,454 shares; 2026Q2: 9,454 shares 9,454 $288K 0.02% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,422 shares; 2025Q1: 4,422 shares; 2025Q2: 4,704 shares; 2025Q3: 5,319 shares; 2025Q4: 5,730 shares; 2026Q1: 5,420 shares; 2026Q2: 5,420 shares 5,420 $288K 0.02% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,123 shares; 2024Q4: 84,155 shares; 2025Q1: 93,765 shares; 2025Q2: 99,227 shares; 2025Q3: 97,092 shares; 2025Q4: 87,928 shares; 2026Q1: 111,921 shares; 2026Q2: 5,340 shares 5,340 $282K 0.02% -106,581 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 646 shares 646 $279K 0.02% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,369 shares; 2026Q2: 1,536 shares 1,536 $271K 0.02% +167 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,213 shares; 2026Q1: 3,619 shares; 2026Q2: 3,674 shares 3,674 $262K 0.02% +55 Timeline RDIV 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: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 4,965 shares; 2025Q2: 4,784 shares; 2025Q3: 4,593 shares; 2025Q4: 4,533 shares; 2026Q1: 4,533 shares; 2026Q2: 4,470 shares 4,470 $259K 0.02% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 855 shares 855 $258K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 595 shares 595 $258K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,233 shares; 2024Q4: 7,130 shares; 2025Q1: 7,130 shares; 2025Q2: 7,130 shares; 2025Q3: 7,130 shares; 2025Q4: 7,130 shares; 2026Q1: 7,130 shares; 2026Q2: 6,825 shares 6,825 $252K 0.02% -305 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: 698 shares; 2026Q1: 681 shares; 2026Q2: 675 shares 675 $250K 0.02% -6 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,069 shares; 2026Q1: 1,109 shares; 2026Q2: 1,128 shares 1,128 $248K 0.02% +19 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares 211 $244K 0.02% new 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: 4,610 shares; 2024Q4: 3,835 shares; 2025Q1: 3,495 shares; 2025Q2: 3,297 shares; 2025Q3: 2,684 shares; 2025Q4: 3,188 shares; 2026Q1: 2,720 shares; 2026Q2: 2,647 shares 2,647 $240K 0.02% -73 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: 2,692 shares; 2024Q4: not reported; 2025Q1: 3,115 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares; 2025Q4: 2,422 shares; 2026Q1: 2,393 shares; 2026Q2: 2,464 shares 2,464 $238K 0.02% +71 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: 5,351 shares; 2024Q4: 2,677 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,644 shares; 2025Q4: 2,666 shares; 2026Q1: 2,624 shares; 2026Q2: 2,456 shares 2,456 $236K 0.02% -168 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: 7,965 shares; 2024Q4: 5,284 shares; 2025Q1: 5,195 shares; 2025Q2: not reported; 2025Q3: 4,840 shares; 2025Q4: 4,844 shares; 2026Q1: 4,080 shares; 2026Q2: 4,099 shares 4,099 $236K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,845 shares; 2026Q1: 3,853 shares; 2026Q2: 2,655 shares 2,655 $233K 0.02% -1,198 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,278 shares; 2024Q4: 18,383 shares; 2025Q1: 17,422 shares; 2025Q2: 17,422 shares; 2025Q3: 14,062 shares; 2025Q4: 15,922 shares; 2026Q1: 17,922 shares; 2026Q2: 18,272 shares 18,272 $232K 0.02% +350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares; 2026Q2: 1,211 shares 1,211 $231K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,418 shares 2,418 $229K 0.02% new 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: 1,420 shares; 2025Q4: 1,479 shares; 2026Q1: 1,613 shares; 2026Q2: 1,507 shares 1,507 $228K 0.02% -106 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: 3,732 shares; 2024Q4: 3,688 shares; 2025Q1: 3,585 shares; 2025Q2: 3,597 shares; 2025Q3: 3,606 shares; 2025Q4: 3,070 shares; 2026Q1: 2,922 shares; 2026Q2: 2,851 shares 2,851 $228K 0.02% -71 Timeline FRA BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,258 shares; 2024Q4: 29,344 shares; 2025Q1: 26,879 shares; 2025Q2: 25,879 shares; 2025Q3: 25,879 shares; 2025Q4: 24,543 shares; 2026Q1: 20,654 shares; 2026Q2: 20,654 shares 20,654 $227K 0.02% 0 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,141 shares 3,141 $226K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale 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: 5,009 shares 5,009 $226K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,949 shares; 2024Q4: 4,482 shares; 2025Q1: not reported; 2025Q2: 3,599 shares; 2025Q3: 4,007 shares; 2025Q4: 3,588 shares; 2026Q1: 3,545 shares; 2026Q2: 3,545 shares 3,545 $220K 0.01% 0 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: 281 shares; 2024Q4: 278 shares; 2025Q1: 277 shares; 2025Q2: 280 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 236 shares; 2026Q2: 233 shares 233 $218K 0.01% -3 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: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $214K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 153 shares 153 $212K 0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $209K 0.01% new 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: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,063 shares; 2025Q2: 2,228 shares; 2025Q3: 2,431 shares; 2025Q4: 1,063 shares; 2026Q1: not reported; 2026Q2: 1,040 shares 1,040 $209K 0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,604 shares; 2024Q4: 2,549 shares; 2025Q1: 2,507 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,509 shares; 2026Q1: 2,509 shares; 2026Q2: 2,509 shares 2,509 $207K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,401 shares; 2026Q1: 4,368 shares; 2026Q2: 3,632 shares 3,632 $203K 0.01% -736 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,741 shares; 2024Q4: 4,683 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,076 shares 4,076 $203K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $202K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101 shares 101 $201K 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,696 shares 1,696 $200K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,283 shares; 2025Q2: 10,283 shares; 2025Q3: 10,283 shares; 2025Q4: 10,283 shares; 2026Q1: 10,283 shares; 2026Q2: 10,283 shares 10,283 $196K 0.01% 0 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: not reported; 2024Q4: 10,734 shares; 2025Q1: 10,764 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,424 shares; 2026Q1: 10,662 shares; 2026Q2: 11,174 shares 11,174 $155K 0.01% +512 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,743 shares; 2024Q4: 14,293 shares; 2025Q1: 13,818 shares; 2025Q2: 13,818 shares; 2025Q3: 13,818 shares; 2025Q4: 12,668 shares; 2026Q1: 12,318 shares; 2026Q2: 12,238 shares 12,238 $153K 0.01% -80 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,665 shares; 2024Q4: 24,665 shares; 2025Q1: 24,665 shares; 2025Q2: 24,762 shares; 2025Q3: 24,762 shares; 2025Q4: 24,827 shares; 2026Q1: 25,280 shares; 2026Q2: 25,411 shares 25,411 $148K 0.01% +131 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,288 shares; 2024Q4: 17,088 shares; 2025Q1: 16,733 shares; 2025Q2: 16,733 shares; 2025Q3: 16,733 shares; 2025Q4: 14,263 shares; 2026Q1: 13,063 shares; 2026Q2: 13,063 shares 13,063 $122K 0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD 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: 10,375 shares 10,375 $95.7K 0.01% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,994 shares; 2024Q4: 15,194 shares; 2025Q1: 15,194 shares; 2025Q2: 15,194 shares; 2025Q3: 15,194 shares; 2025Q4: 14,208 shares; 2026Q1: 12,970 shares; 2026Q2: 12,378 shares 12,378 $94.9K 0.01% -592 Timeline